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: 423,897 shares; 2024Q4: 442,947 shares; 2025Q1: 521,259 shares; 2025Q2: 558,375 shares; 2025Q3: 542,575 shares; 2025Q4: 514,982 shares 514,982 $46.1M 6.27% -27,593 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: 50,548 shares; 2024Q4: 53,174 shares; 2025Q1: 53,973 shares; 2025Q2: 54,361 shares; 2025Q3: 56,216 shares; 2025Q4: 56,524 shares 56,524 $38.5M 5.25% +308 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,686 shares; 2024Q4: 169,708 shares; 2025Q1: 163,289 shares; 2025Q2: 158,105 shares; 2025Q3: 151,921 shares; 2025Q4: 152,717 shares 152,717 $28.5M 3.88% +796 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,655 shares; 2024Q4: 603,037 shares; 2025Q1: 619,117 shares; 2025Q2: 612,315 shares; 2025Q3: 636,224 shares; 2025Q4: 659,997 shares 659,997 $28M 3.81% +23,773 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: 58,035 shares; 2024Q4: 57,380 shares; 2025Q1: 55,278 shares; 2025Q2: 54,889 shares; 2025Q3: 57,106 shares; 2025Q4: 56,019 shares 56,019 $27.1M 3.69% -1,087 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943,869 shares; 2024Q4: 995,663 shares; 2025Q1: 1,093,961 shares; 2025Q2: 1,003,870 shares; 2025Q3: 1,010,595 shares; 2025Q4: 1,031,372 shares 1,031,372 $25.4M 3.45% +20,777 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: 137,100 shares; 2024Q4: 153,921 shares; 2025Q1: 186,066 shares; 2025Q2: 150,808 shares; 2025Q3: 135,205 shares; 2025Q4: 127,481 shares 127,481 $24.4M 3.32% -7,724 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: 107,449 shares; 2024Q4: 106,884 shares; 2025Q1: 106,384 shares; 2025Q2: 107,720 shares; 2025Q3: 114,168 shares; 2025Q4: 113,226 shares 113,226 $23.4M 3.19% -942 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: 134,117 shares; 2024Q4: 133,705 shares; 2025Q1: 135,266 shares; 2025Q2: 212,563 shares; 2025Q3: 167,400 shares; 2025Q4: 160,790 shares 160,790 $16.7M 2.28% -6,610 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: 70,514 shares; 2024Q4: 70,389 shares; 2025Q1: 63,258 shares; 2025Q2: 58,911 shares; 2025Q3: 57,763 shares; 2025Q4: 56,105 shares 56,105 $15.3M 2.08% -1,658 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: 15,586 shares; 2024Q4: 17,632 shares; 2025Q1: 18,253 shares; 2025Q2: 18,476 shares; 2025Q3: 18,805 shares; 2025Q4: 20,272 shares 20,272 $13.9M 1.89% +1,467 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: 56,983 shares; 2024Q4: 57,189 shares; 2025Q1: 55,384 shares; 2025Q2: 61,496 shares; 2025Q3: 59,098 shares; 2025Q4: 59,253 shares 59,253 $13.7M 1.86% +155 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,090 shares; 2024Q4: 194,310 shares; 2025Q1: 259,786 shares; 2025Q2: 288,917 shares; 2025Q3: 338,871 shares; 2025Q4: 376,167 shares 376,167 $12.6M 1.72% +37,296 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: 105,285 shares; 2024Q4: 105,166 shares; 2025Q1: 102,037 shares; 2025Q2: 98,624 shares; 2025Q3: 103,041 shares; 2025Q4: 104,412 shares 104,412 $11.6M 1.58% +1,371 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: 34,781 shares; 2024Q4: 33,312 shares; 2025Q1: 33,657 shares; 2025Q2: 33,135 shares; 2025Q3: 33,162 shares; 2025Q4: 32,648 shares 32,648 $11.3M 1.54% -514 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: 17,266 shares; 2024Q4: 17,093 shares; 2025Q1: 17,236 shares; 2025Q2: 17,148 shares; 2025Q3: 17,133 shares; 2025Q4: 16,995 shares 16,995 $10.4M 1.42% -138 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: 29,266 shares; 2024Q4: 28,415 shares; 2025Q1: 27,621 shares; 2025Q2: 27,643 shares; 2025Q3: 28,103 shares; 2025Q4: 29,177 shares 29,177 $10.2M 1.39% +1,074 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: 158,133 shares; 2024Q4: 188,578 shares; 2025Q1: 305,525 shares; 2025Q2: 332,255 shares; 2025Q3: 339,567 shares; 2025Q4: 348,099 shares 348,099 $10.2M 1.39% +8,532 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: 40,808 shares; 2024Q4: 31,866 shares; 2025Q1: 39,044 shares; 2025Q2: 41,615 shares; 2025Q3: 97,336 shares; 2025Q4: 94,395 shares 94,395 $10.1M 1.37% -2,941 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: 20,133 shares; 2024Q4: 21,418 shares; 2025Q1: 21,989 shares; 2025Q2: 22,908 shares; 2025Q3: 20,571 shares; 2025Q4: 19,435 shares 19,435 $9.77M 1.33% -1,136 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: 25,484 shares; 2024Q4: 25,859 shares; 2025Q1: 24,786 shares; 2025Q2: 24,296 shares; 2025Q3: 26,044 shares; 2025Q4: 27,397 shares 27,397 $9.19M 1.25% +1,353 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: 34,394 shares; 2024Q4: 33,459 shares; 2025Q1: 31,288 shares; 2025Q2: 30,220 shares; 2025Q3: 30,118 shares; 2025Q4: 29,257 shares 29,257 $9.16M 1.25% -861 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: 74,049 shares; 2024Q4: 78,336 shares; 2025Q1: 68,630 shares; 2025Q2: 66,965 shares; 2025Q3: 77,202 shares; 2025Q4: 84,297 shares 84,297 $8.1M 1.1% +7,095 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: 14,562 shares; 2024Q4: 16,008 shares; 2025Q1: 17,545 shares; 2025Q2: 15,211 shares; 2025Q3: 15,389 shares; 2025Q4: 16,029 shares 16,029 $7.82M 1.06% +640 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: 41,552 shares; 2024Q4: 43,277 shares; 2025Q1: 37,481 shares; 2025Q2: 39,027 shares; 2025Q3: 40,423 shares; 2025Q4: 42,246 shares 42,246 $6.49M 0.88% +1,823 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: 72,439 shares; 2024Q4: 71,960 shares; 2025Q1: 73,093 shares; 2025Q2: 76,187 shares; 2025Q3: 78,066 shares; 2025Q4: 79,357 shares 79,357 $6.37M 0.87% +1,291 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: 1,239 shares; 2024Q4: 1,227 shares; 2025Q1: 1,407 shares; 2025Q2: 8,493 shares; 2025Q3: 14,958 shares; 2025Q4: 15,973 shares 15,973 $6.33M 0.86% +1,015 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,461 shares; 2024Q4: 26,426 shares; 2025Q1: 26,843 shares; 2025Q2: 27,410 shares; 2025Q3: 27,665 shares; 2025Q4: 25,997 shares 25,997 $5.71M 0.78% -1,668 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: 31,233 shares; 2024Q4: 32,288 shares; 2025Q1: 32,690 shares; 2025Q2: 31,841 shares; 2025Q3: 33,159 shares; 2025Q4: 37,881 shares 37,881 $5.63M 0.77% +4,722 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: not reported; 2024Q4: 489 shares; 2025Q1: 45,178 shares; 2025Q2: 47,151 shares; 2025Q3: 88,629 shares; 2025Q4: 96,848 shares 96,848 $5.61M 0.76% +8,219 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: 16,822 shares; 2024Q4: 17,301 shares; 2025Q1: 17,614 shares; 2025Q2: 16,915 shares; 2025Q3: 18,880 shares; 2025Q4: 16,859 shares 16,859 $5.43M 0.74% -2,021 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: 94,968 shares; 2024Q4: 99,038 shares; 2025Q1: 92,945 shares; 2025Q2: 71,865 shares; 2025Q3: 79,058 shares; 2025Q4: 76,370 shares 76,370 $5.3M 0.72% -2,688 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: 18,277 shares; 2024Q4: 19,107 shares; 2025Q1: 19,278 shares; 2025Q2: 19,067 shares; 2025Q3: 18,942 shares; 2025Q4: 21,115 shares 21,115 $4.82M 0.66% +2,173 Timeline EPI 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: 92,847 shares; 2024Q4: 101,225 shares; 2025Q1: 101,422 shares; 2025Q2: 104,177 shares; 2025Q3: 104,170 shares; 2025Q4: 102,067 shares 102,067 $4.72M 0.64% -2,103 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: 50,785 shares; 2024Q4: 45,889 shares; 2025Q1: 31,930 shares; 2025Q2: 28,044 shares; 2025Q3: 30,426 shares; 2025Q4: 30,479 shares 30,479 $4.37M 0.6% +53 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: 22,948 shares; 2024Q4: 22,624 shares; 2025Q1: 22,098 shares; 2025Q2: 20,033 shares; 2025Q3: 21,043 shares; 2025Q4: 20,164 shares 20,164 $4.28M 0.58% -879 Timeline BUFZ 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: 69,686 shares; 2024Q4: 86,562 shares; 2025Q1: 141,009 shares; 2025Q2: 139,973 shares; 2025Q3: 146,060 shares; 2025Q4: 150,342 shares 150,342 $3.99M 0.54% +4,282 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: 3,479 shares; 2024Q4: 3,499 shares; 2025Q1: 3,636 shares; 2025Q2: 3,634 shares; 2025Q3: 3,635 shares; 2025Q4: 3,691 shares 3,691 $3.97M 0.54% +56 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,255 shares; 2024Q4: 33,117 shares; 2025Q1: 39,777 shares; 2025Q2: 40,712 shares; 2025Q3: 49,667 shares; 2025Q4: 53,301 shares 53,301 $3.87M 0.53% +3,634 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,596 shares; 2024Q4: 6,571 shares; 2025Q1: 6,564 shares; 2025Q2: 6,526 shares; 2025Q3: 6,558 shares; 2025Q4: 6,319 shares 6,319 $3.81M 0.52% -239 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: 11,389 shares; 2024Q4: 14,636 shares; 2025Q1: 15,827 shares; 2025Q2: 15,484 shares; 2025Q3: 16,653 shares; 2025Q4: 17,054 shares 17,054 $3.75M 0.51% +401 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: 69,663 shares; 2024Q4: 66,052 shares; 2025Q1: 65,276 shares; 2025Q2: 63,195 shares; 2025Q3: 66,268 shares; 2025Q4: 62,120 shares 62,120 $3.53M 0.48% -4,148 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,741 shares; 2024Q4: 14,159 shares; 2025Q1: 13,313 shares; 2025Q2: 13,126 shares; 2025Q3: 15,562 shares; 2025Q4: 17,301 shares 17,301 $3.21M 0.44% +1,739 Timeline QLTA 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: 29,325 shares; 2024Q4: 34,148 shares; 2025Q1: 52,664 shares; 2025Q2: 55,675 shares; 2025Q3: 61,766 shares; 2025Q4: 65,755 shares 65,755 $3.16M 0.43% +3,989 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: 8,694 shares; 2024Q4: 8,865 shares; 2025Q1: 9,368 shares; 2025Q2: 9,526 shares; 2025Q3: 9,343 shares; 2025Q4: 8,858 shares 8,858 $3.05M 0.41% -485 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: 3,781 shares; 2024Q4: 3,694 shares; 2025Q1: 3,414 shares; 2025Q2: 3,380 shares; 2025Q3: 3,847 shares; 2025Q4: 3,417 shares 3,417 $2.95M 0.4% -430 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: 4,683 shares; 2024Q4: 5,159 shares; 2025Q1: 6,505 shares; 2025Q2: 7,794 shares; 2025Q3: 10,425 shares; 2025Q4: 11,098 shares 11,098 $2.94M 0.4% +673 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: 56,152 shares; 2024Q4: 59,659 shares; 2025Q1: 50,746 shares; 2025Q2: 47,110 shares; 2025Q3: 48,415 shares; 2025Q4: 48,826 shares 48,826 $2.94M 0.4% +411 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: 5,985 shares; 2024Q4: 6,850 shares; 2025Q1: 6,398 shares; 2025Q2: 6,590 shares; 2025Q3: 8,836 shares; 2025Q4: 14,364 shares 14,364 $2.85M 0.39% +5,528 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,745 shares; 2024Q4: 55,986 shares; 2025Q1: 55,986 shares; 2025Q2: 54,173 shares; 2025Q3: 57,766 shares; 2025Q4: 55,087 shares 55,087 $2.75M 0.37% -2,679 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,868 shares; 2025Q2: 15,520 shares; 2025Q3: 15,599 shares; 2025Q4: 16,037 shares 16,037 $2.75M 0.37% +438 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: 34,227 shares; 2024Q4: 40,749 shares; 2025Q1: 47,957 shares; 2025Q2: 50,559 shares; 2025Q3: 62,137 shares; 2025Q4: 61,678 shares 61,678 $2.74M 0.37% -459 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: 7,253 shares; 2024Q4: 8,143 shares; 2025Q1: 8,075 shares; 2025Q2: 7,343 shares; 2025Q3: 7,584 shares; 2025Q4: 7,447 shares 7,447 $2.63M 0.36% -137 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: 21,036 shares; 2024Q4: 23,059 shares; 2025Q1: 23,172 shares; 2025Q2: 22,778 shares; 2025Q3: 22,789 shares; 2025Q4: 21,867 shares 21,867 $2.63M 0.36% -922 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: 89,328 shares; 2024Q4: 91,259 shares; 2025Q1: 84,319 shares; 2025Q2: 80,623 shares; 2025Q3: 79,881 shares; 2025Q4: 76,702 shares 76,702 $2.63M 0.36% -3,179 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: 6,346 shares; 2024Q4: 6,799 shares; 2025Q1: 7,209 shares; 2025Q2: 4,572 shares; 2025Q3: 4,584 shares; 2025Q4: 4,572 shares 4,572 $2.62M 0.36% -12 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,176 shares; 2024Q4: 20,830 shares; 2025Q1: 20,885 shares; 2025Q2: 20,370 shares; 2025Q3: 20,365 shares; 2025Q4: 21,296 shares 21,296 $2.6M 0.35% +931 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: 25,898 shares; 2024Q4: 25,875 shares; 2025Q1: 25,570 shares; 2025Q2: 25,366 shares; 2025Q3: 25,359 shares; 2025Q4: 25,001 shares 25,001 $2.51M 0.34% -358 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: 34,434 shares; 2024Q4: 35,886 shares; 2025Q1: 37,304 shares; 2025Q2: 39,960 shares; 2025Q3: 41,005 shares; 2025Q4: 44,746 shares 44,746 $2.45M 0.33% +3,741 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: 2,142 shares; 2024Q4: 2,093 shares; 2025Q1: 2,162 shares; 2025Q2: 2,409 shares; 2025Q3: 2,590 shares; 2025Q4: 3,666 shares 3,666 $2.3M 0.31% +1,076 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: 6,691 shares; 2024Q4: 6,556 shares; 2025Q1: 5,816 shares; 2025Q2: 5,470 shares; 2025Q3: 8,207 shares; 2025Q4: 7,326 shares 7,326 $2.3M 0.31% -881 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: 4,808 shares; 2024Q4: 5,517 shares; 2025Q1: 5,809 shares; 2025Q2: 5,845 shares; 2025Q3: 5,889 shares; 2025Q4: 5,086 shares 5,086 $2.29M 0.31% -803 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: 9,311 shares; 2024Q4: 9,330 shares; 2025Q1: 9,331 shares; 2025Q2: 9,250 shares; 2025Q3: 9,178 shares; 2025Q4: 9,033 shares 9,033 $2.22M 0.3% -145 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: 11,379 shares; 2024Q4: 11,310 shares; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 25,808 shares; 2025Q4: 27,934 shares 27,934 $2.15M 0.29% +2,126 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,857 shares; 2024Q4: 45,589 shares; 2025Q1: 40,942 shares; 2025Q2: 40,970 shares; 2025Q3: 40,953 shares; 2025Q4: 40,243 shares 40,243 $2.02M 0.28% -710 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,377 shares; 2024Q4: 45,664 shares; 2025Q1: 45,710 shares; 2025Q2: 46,442 shares; 2025Q3: 46,504 shares; 2025Q4: 49,151 shares 49,151 $1.98M 0.27% +2,647 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: 116,547 shares; 2024Q4: 100,584 shares; 2025Q1: 70,177 shares; 2025Q2: 61,757 shares; 2025Q3: 59,436 shares; 2025Q4: 58,589 shares 58,589 $1.96M 0.27% -847 Timeline XSOE 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: 20,762 shares; 2024Q4: 23,513 shares; 2025Q1: 40,252 shares; 2025Q2: 46,265 shares; 2025Q3: 48,668 shares; 2025Q4: 49,000 shares 49,000 $1.91M 0.26% +332 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 1,255 shares; 2025Q1: 886 shares; 2025Q2: 621 shares; 2025Q3: 4,736 shares; 2025Q4: 7,083 shares 7,083 $1.9M 0.26% +2,347 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,438 shares; 2024Q4: 9,384 shares; 2025Q1: 6,394 shares; 2025Q2: 6,140 shares; 2025Q3: 6,342 shares; 2025Q4: 5,861 shares 5,861 $1.9M 0.26% -481 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 2,777 shares; 2025Q1: 2,751 shares; 2025Q2: 2,679 shares; 2025Q3: 2,851 shares; 2025Q4: 2,799 shares 2,799 $1.85M 0.25% -52 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: 28,284 shares; 2024Q4: 30,039 shares; 2025Q1: 31,722 shares; 2025Q2: 31,754 shares; 2025Q3: 33,607 shares; 2025Q4: 33,407 shares 33,407 $1.83M 0.25% -200 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: 5,521 shares; 2024Q4: 5,717 shares; 2025Q1: 5,577 shares; 2025Q2: 5,320 shares; 2025Q3: 4,375 shares; 2025Q4: 3,715 shares 3,715 $1.8M 0.24% -660 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,251 shares; 2024Q4: 3,252 shares; 2025Q1: 3,254 shares; 2025Q2: 3,256 shares; 2025Q3: 7,526 shares; 2025Q4: 11,624 shares 11,624 $1.79M 0.24% +4,098 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: 6,541 shares; 2024Q4: 6,719 shares; 2025Q1: 6,436 shares; 2025Q2: 7,045 shares; 2025Q3: 6,112 shares; 2025Q4: 5,077 shares 5,077 $1.78M 0.24% -1,035 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: not reported; 2025Q1: 1,671 shares; 2025Q2: 1,624 shares; 2025Q3: 1,690 shares; 2025Q4: 1,616 shares 1,616 $1.73M 0.24% -74 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: 10,572 shares; 2024Q4: 10,859 shares; 2025Q1: 10,850 shares; 2025Q2: 10,861 shares; 2025Q3: 11,883 shares; 2025Q4: 11,115 shares 11,115 $1.72M 0.23% -768 Timeline IGSB 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: 40,512 shares; 2024Q4: 41,143 shares; 2025Q1: 38,056 shares; 2025Q2: 37,187 shares; 2025Q3: 34,671 shares; 2025Q4: 31,637 shares 31,637 $1.67M 0.23% -3,034 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,142 shares; 2024Q4: 8,915 shares; 2025Q1: 6,553 shares; 2025Q2: 7,409 shares; 2025Q3: 9,163 shares; 2025Q4: 9,399 shares 9,399 $1.65M 0.22% +236 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,802 shares; 2024Q4: 43,754 shares; 2025Q1: 51,433 shares; 2025Q2: 53,879 shares; 2025Q3: 50,133 shares; 2025Q4: 50,541 shares 50,541 $1.63M 0.22% +408 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: 10,847 shares; 2024Q4: 11,107 shares; 2025Q1: 11,352 shares; 2025Q2: 11,357 shares; 2025Q3: 10,891 shares; 2025Q4: 11,531 shares 11,531 $1.63M 0.22% +640 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: 14,905 shares; 2024Q4: 15,085 shares; 2025Q1: 14,758 shares; 2025Q2: 14,282 shares; 2025Q3: 13,588 shares; 2025Q4: 11,227 shares 11,227 $1.61M 0.22% -2,361 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: 4,734 shares; 2024Q4: 4,805 shares; 2025Q1: 4,628 shares; 2025Q2: 4,674 shares; 2025Q3: 4,631 shares; 2025Q4: 5,210 shares 5,210 $1.59M 0.22% +579 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: 60,903 shares; 2024Q4: 52,479 shares; 2025Q1: 39,619 shares; 2025Q2: 35,994 shares; 2025Q3: 34,194 shares; 2025Q4: 33,474 shares 33,474 $1.57M 0.21% -720 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,574 shares; 2024Q4: 20,058 shares; 2025Q1: 20,333 shares; 2025Q2: 20,333 shares; 2025Q3: 20,644 shares; 2025Q4: 19,247 shares 19,247 $1.55M 0.21% -1,397 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: 6,066 shares; 2024Q4: 5,653 shares; 2025Q1: 5,211 shares; 2025Q2: 5,188 shares; 2025Q3: 6,503 shares; 2025Q4: 10,261 shares 10,261 $1.48M 0.2% +3,758 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: 2,470 shares; 2024Q4: 2,389 shares; 2025Q1: 1,938 shares; 2025Q2: 2,222 shares; 2025Q3: 2,067 shares; 2025Q4: 9,095 shares 9,095 $1.39M 0.19% +7,028 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN 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: 20,943 shares; 2025Q3: 10,471 shares; 2025Q4: 8,287 shares 8,287 $1.36M 0.18% -2,184 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,154 shares; 2024Q4: 30,114 shares; 2025Q1: 30,114 shares; 2025Q2: 28,340 shares; 2025Q3: 30,114 shares; 2025Q4: 30,114 shares 30,114 $1.36M 0.18% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,002 shares; 2025Q1: 1,002 shares; 2025Q2: 1,002 shares; 2025Q3: 1,411 shares; 2025Q4: 14,425 shares 14,425 $1.35M 0.18% +13,014 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,038 shares; 2025Q1: 2,065 shares; 2025Q2: 2,934 shares; 2025Q3: 3,381 shares; 2025Q4: 4,644 shares 4,644 $1.35M 0.18% +1,263 Timeline VEU 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: 12,924 shares; 2024Q4: 12,930 shares; 2025Q1: 13,257 shares; 2025Q2: 17,149 shares; 2025Q3: 17,475 shares; 2025Q4: 18,081 shares 18,081 $1.33M 0.18% +606 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 9,886 shares; 2025Q4: 12,604 shares 12,604 $1.33M 0.18% +2,718 Timeline VPU 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: 9,639 shares; 2024Q4: 9,161 shares; 2025Q1: 8,025 shares; 2025Q2: 7,366 shares; 2025Q3: 7,174 shares; 2025Q4: 7,087 shares 7,087 $1.31M 0.18% -87 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,780 shares; 2024Q4: 26,605 shares; 2025Q1: 26,605 shares; 2025Q2: 26,605 shares; 2025Q3: 33,705 shares; 2025Q4: 35,100 shares 35,100 $1.29M 0.18% +1,395 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 232 shares; 2025Q3: 7,320 shares; 2025Q4: 10,568 shares 10,568 $1.27M 0.17% +3,248 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: 847 shares; 2024Q4: 557 shares; 2025Q1: 557 shares; 2025Q2: 557 shares; 2025Q3: 8,573 shares; 2025Q4: 13,237 shares 13,237 $1.26M 0.17% +4,664 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: 2,911 shares; 2024Q4: 2,936 shares; 2025Q1: 2,939 shares; 2025Q2: 2,781 shares; 2025Q3: 2,648 shares; 2025Q4: 2,619 shares 2,619 $1.22M 0.17% -29 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: 7,132 shares; 2024Q4: 14,488 shares; 2025Q1: 14,675 shares; 2025Q2: 14,516 shares; 2025Q3: 14,975 shares; 2025Q4: 13,739 shares 13,739 $1.2M 0.16% -1,236 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: 154 shares; 2024Q4: 229 shares; 2025Q1: 129 shares; 2025Q2: 79 shares; 2025Q3: 2,324 shares; 2025Q4: 3,538 shares 3,538 $1.19M 0.16% +1,214 Timeline JUNM 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: 36,900 shares; 2024Q4: 36,900 shares; 2025Q1: 35,900 shares; 2025Q2: 35,900 shares; 2025Q3: 33,735 shares; 2025Q4: 33,735 shares 33,735 $1.16M 0.16% 0 Timeline PHO 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: 16,929 shares; 2024Q4: 16,794 shares; 2025Q1: 16,160 shares; 2025Q2: 16,101 shares; 2025Q3: 16,611 shares; 2025Q4: 16,108 shares 16,108 $1.13M 0.15% -503 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: 14,342 shares; 2024Q4: 31,801 shares; 2025Q1: 39,804 shares; 2025Q2: 42,376 shares; 2025Q3: 44,254 shares; 2025Q4: 44,835 shares 44,835 $1.11M 0.15% +581 Timeline DMAR 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: 26,115 shares; 2024Q4: 26,115 shares; 2025Q1: 26,115 shares; 2025Q2: 26,115 shares; 2025Q3: 26,115 shares; 2025Q4: 25,560 shares 25,560 $1.06M 0.14% -555 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: 39,379 shares; 2024Q4: 41,544 shares; 2025Q1: 41,647 shares; 2025Q2: 36,684 shares; 2025Q3: 34,969 shares; 2025Q4: 34,529 shares 34,529 $1.06M 0.14% -440 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,381 shares; 2024Q4: 9,016 shares; 2025Q1: 8,873 shares; 2025Q2: 8,698 shares; 2025Q3: 10,752 shares; 2025Q4: 8,784 shares 8,784 $1.06M 0.14% -1,968 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: 23,164 shares; 2024Q4: 25,913 shares; 2025Q1: 25,484 shares; 2025Q2: 25,741 shares; 2025Q3: 27,697 shares; 2025Q4: 25,794 shares 25,794 $1.05M 0.14% -1,903 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 297 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 4,147 shares; 2025Q4: 5,623 shares 5,623 $1.02M 0.14% +1,476 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 759 shares; 2025Q2: 714 shares; 2025Q3: 1,391 shares; 2025Q4: 1,703 shares 1,703 $971K 0.13% +312 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,261 shares; 2024Q4: 10,152 shares; 2025Q1: 10,198 shares; 2025Q2: 10,199 shares; 2025Q3: 10,245 shares; 2025Q4: 10,040 shares 10,040 $967K 0.13% -205 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: 3,187 shares; 2024Q4: 3,193 shares; 2025Q1: 3,195 shares; 2025Q2: 2,993 shares; 2025Q3: 3,004 shares; 2025Q4: 3,168 shares 3,168 $963K 0.13% +164 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,522 shares; 2024Q4: 52,446 shares; 2025Q1: 37,283 shares; 2025Q2: 25,909 shares; 2025Q3: 24,849 shares; 2025Q4: 21,334 shares 21,334 $947K 0.13% -3,515 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW 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: not reported; 2025Q2: not reported; 2025Q3: 21,128 shares; 2025Q4: 28,652 shares 28,652 $940K 0.13% +7,524 Timeline ILDR 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: 6,405 shares; 2024Q4: 6,042 shares; 2025Q1: 6,855 shares; 2025Q2: 10,522 shares; 2025Q3: 22,243 shares; 2025Q4: 28,044 shares 28,044 $925K 0.13% +5,801 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: 17,593 shares; 2024Q4: 16,467 shares; 2025Q1: 14,549 shares; 2025Q2: 13,576 shares; 2025Q3: 13,476 shares; 2025Q4: 13,250 shares 13,250 $924K 0.13% -226 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: 14,173 shares; 2024Q4: 14,053 shares; 2025Q1: 13,151 shares; 2025Q2: 13,031 shares; 2025Q3: 13,133 shares; 2025Q4: 13,015 shares 13,015 $910K 0.12% -118 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 4,500 shares; 2025Q1: 4,770 shares; 2025Q2: 4,625 shares; 2025Q3: 5,391 shares; 2025Q4: 4,950 shares 4,950 $908K 0.12% -441 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: 13,847 shares; 2024Q4: 14,416 shares; 2025Q1: 14,656 shares; 2025Q2: 15,061 shares; 2025Q3: 15,246 shares; 2025Q4: 16,782 shares 16,782 $902K 0.12% +1,536 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,773 shares; 2024Q4: 12,708 shares; 2025Q1: 12,710 shares; 2025Q2: 12,170 shares; 2025Q3: 11,971 shares; 2025Q4: 11,594 shares 11,594 $852K 0.12% -377 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: 970 shares; 2024Q4: 1,230 shares; 2025Q1: 3,500 shares; 2025Q2: 3,800 shares; 2025Q3: 4,074 shares; 2025Q4: 4,761 shares 4,761 $846K 0.12% +687 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,823 shares; 2025Q1: 1,811 shares; 2025Q2: 1,911 shares; 2025Q3: 2,535 shares; 2025Q4: 2,738 shares 2,738 $843K 0.11% +203 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: 12,151 shares; 2024Q4: 13,089 shares; 2025Q1: 13,365 shares; 2025Q2: 13,294 shares; 2025Q3: 13,409 shares; 2025Q4: 12,764 shares 12,764 $842K 0.11% -645 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: 8,678 shares; 2024Q4: 8,679 shares; 2025Q1: 8,517 shares; 2025Q2: 7,949 shares; 2025Q3: 8,131 shares; 2025Q4: 7,866 shares 7,866 $828K 0.11% -265 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: 10,173 shares; 2024Q4: 10,278 shares; 2025Q1: 10,074 shares; 2025Q2: 9,820 shares; 2025Q3: 9,737 shares; 2025Q4: 18,443 shares 18,443 $825K 0.11% +8,706 Timeline JULM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,725 shares; 2024Q4: 24,725 shares; 2025Q1: 24,725 shares; 2025Q2: 24,725 shares; 2025Q3: 24,725 shares; 2025Q4: 24,390 shares 24,390 $820K 0.11% -335 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: 6,623 shares; 2024Q4: 5,643 shares; 2025Q1: 3,423 shares; 2025Q2: 2,902 shares; 2025Q3: 2,679 shares; 2025Q4: 2,455 shares 2,455 $810K 0.11% -224 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: 236 shares; 2024Q4: 226 shares; 2025Q1: 625 shares; 2025Q2: 948 shares; 2025Q3: 1,230 shares; 2025Q4: 1,228 shares 1,228 $803K 0.11% -2 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: 2,236 shares; 2024Q4: 3,236 shares; 2025Q1: 2,587 shares; 2025Q2: 2,561 shares; 2025Q3: 2,585 shares; 2025Q4: 2,687 shares 2,687 $796K 0.11% +102 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,220 shares; 2025Q2: 15,078 shares; 2025Q3: 18,521 shares; 2025Q4: 29,742 shares 29,742 $794K 0.11% +11,221 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 1,812 shares; 2025Q1: 4,147 shares; 2025Q2: 7,077 shares; 2025Q3: 8,067 shares; 2025Q4: 9,457 shares 9,457 $791K 0.11% +1,390 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: 1,156 shares; 2024Q4: 1,793 shares; 2025Q1: 1,965 shares; 2025Q2: 1,995 shares; 2025Q3: 2,100 shares; 2025Q4: 2,147 shares 2,147 $773K 0.11% +47 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,471 shares; 2024Q4: 7,105 shares; 2025Q1: 6,410 shares; 2025Q2: 5,919 shares; 2025Q3: 6,076 shares; 2025Q4: 5,535 shares 5,535 $770K 0.1% -541 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: 7,390 shares; 2024Q4: 7,440 shares; 2025Q1: 8,570 shares; 2025Q2: 8,575 shares; 2025Q3: 8,781 shares; 2025Q4: 16,872 shares 16,872 $765K 0.1% +8,091 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: 2,493 shares; 2024Q4: 2,409 shares; 2025Q1: 2,409 shares; 2025Q2: 2,409 shares; 2025Q3: 2,409 shares; 2025Q4: 2,598 shares 2,598 $763K 0.1% +189 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: 8,034 shares; 2024Q4: 7,676 shares; 2025Q1: 13,667 shares; 2025Q2: 13,878 shares; 2025Q3: 7,950 shares; 2025Q4: 7,840 shares 7,840 $753K 0.1% -110 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: 1,654 shares; 2024Q4: 1,584 shares; 2025Q1: 1,584 shares; 2025Q2: 1,572 shares; 2025Q3: 1,638 shares; 2025Q4: 1,572 shares 1,572 $744K 0.1% -66 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: 8,041 shares; 2024Q4: 7,287 shares; 2025Q1: 6,809 shares; 2025Q2: 6,522 shares; 2025Q3: 5,855 shares; 2025Q4: 5,801 shares 5,801 $741K 0.1% -54 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: 7,724 shares; 2024Q4: 6,803 shares; 2025Q1: 6,188 shares; 2025Q2: 6,088 shares; 2025Q3: 5,541 shares; 2025Q4: 5,089 shares 5,089 $730K 0.1% -452 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: 19,745 shares; 2024Q4: 13,265 shares; 2025Q1: 11,038 shares; 2025Q2: 10,131 shares; 2025Q3: 15,657 shares; 2025Q4: 9,632 shares 9,632 $723K 0.1% -6,025 Timeline VYMI 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: 4,101 shares; 2024Q4: 4,161 shares; 2025Q1: 2,621 shares; 2025Q2: 2,621 shares; 2025Q3: 3,751 shares; 2025Q4: 7,979 shares 7,979 $718K 0.1% +4,228 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,607 shares; 2024Q4: 7,620 shares; 2025Q1: 7,693 shares; 2025Q2: 7,690 shares; 2025Q3: 8,644 shares; 2025Q4: 7,650 shares 7,650 $708K 0.1% -994 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: 1,989 shares; 2024Q4: 1,989 shares; 2025Q1: 1,989 shares; 2025Q2: 1,989 shares; 2025Q3: 2,069 shares; 2025Q4: 2,236 shares 2,236 $704K 0.1% +167 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: 11,165 shares; 2024Q4: 10,755 shares; 2025Q1: 11,055 shares; 2025Q2: 10,665 shares; 2025Q3: 10,803 shares; 2025Q4: 10,924 shares 10,924 $704K 0.1% +121 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: 3,009 shares; 2024Q4: 3,009 shares; 2025Q1: 2,925 shares; 2025Q2: 2,892 shares; 2025Q3: 2,916 shares; 2025Q4: 2,916 shares 2,916 $703K 0.1% 0 Timeline FQAL 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: 14,539 shares; 2024Q4: 14,052 shares; 2025Q1: 13,514 shares; 2025Q2: 6,357 shares; 2025Q3: 10,323 shares; 2025Q4: 9,293 shares 9,293 $702K 0.1% -1,030 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: 6,471 shares; 2024Q4: 6,574 shares; 2025Q1: 6,874 shares; 2025Q2: 6,974 shares; 2025Q3: 7,405 shares; 2025Q4: 7,206 shares 7,206 $700K 0.1% -199 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,752 shares; 2024Q4: 5,788 shares; 2025Q1: 5,740 shares; 2025Q2: 6,058 shares; 2025Q3: 5,980 shares; 2025Q4: 5,865 shares 5,865 $687K 0.09% -115 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: 9,124 shares; 2024Q4: 10,811 shares; 2025Q1: 10,603 shares; 2025Q2: 10,588 shares; 2025Q3: 11,052 shares; 2025Q4: 8,085 shares 8,085 $670K 0.09% -2,967 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: 4,722 shares; 2024Q4: 6,579 shares; 2025Q1: 7,210 shares; 2025Q2: 7,420 shares; 2025Q3: 7,556 shares; 2025Q4: 7,570 shares 7,570 $667K 0.09% +14 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,449 shares; 2024Q4: 4,204 shares; 2025Q1: 4,534 shares; 2025Q2: 4,444 shares; 2025Q3: 4,455 shares; 2025Q4: 4,261 shares 4,261 $660K 0.09% -194 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: 3,601 shares; 2024Q4: 3,660 shares; 2025Q1: 3,780 shares; 2025Q2: 3,778 shares; 2025Q3: 3,412 shares; 2025Q4: 3,356 shares 3,356 $641K 0.09% -56 Timeline AUGM 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: 18,730 shares; 2024Q4: 18,730 shares; 2025Q1: 18,730 shares; 2025Q2: 18,730 shares; 2025Q3: 18,730 shares; 2025Q4: 18,730 shares 18,730 $637K 0.09% 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: 4,441 shares; 2024Q4: 4,414 shares; 2025Q1: 4,029 shares; 2025Q2: 4,029 shares; 2025Q3: 4,549 shares; 2025Q4: 5,454 shares 5,454 $636K 0.09% +905 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,538 shares; 2025Q1: 2,663 shares; 2025Q2: 2,653 shares; 2025Q3: 2,733 shares; 2025Q4: 2,634 shares 2,634 $635K 0.09% -99 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: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 8,644 shares; 2025Q4: 11,108 shares 11,108 $633K 0.09% +2,464 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: 105 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 855 shares; 2025Q4: 1,086 shares 1,086 $631K 0.09% +231 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: 3,375 shares; 2024Q4: 5,486 shares; 2025Q1: 5,496 shares; 2025Q2: 4,870 shares; 2025Q3: 4,980 shares; 2025Q4: 4,994 shares 4,994 $626K 0.09% +14 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: 5,660 shares; 2024Q4: 5,318 shares; 2025Q1: 4,640 shares; 2025Q2: 2,538 shares; 2025Q3: 1,977 shares; 2025Q4: 1,785 shares 1,785 $625K 0.09% -192 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,748 shares; 2024Q4: 6,669 shares; 2025Q1: 6,670 shares; 2025Q2: 6,571 shares; 2025Q3: 6,548 shares; 2025Q4: 6,409 shares 6,409 $621K 0.08% -139 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: 3,899 shares; 2024Q4: 6,524 shares; 2025Q1: 7,134 shares; 2025Q2: 7,319 shares; 2025Q3: 7,649 shares; 2025Q4: 8,566 shares 8,566 $612K 0.08% +917 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: 1,153 shares; 2025Q1: 1,153 shares; 2025Q2: 1,550 shares; 2025Q3: 3,152 shares; 2025Q4: 3,152 shares 3,152 $612K 0.08% 0 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,516 shares; 2024Q4: 5,457 shares; 2025Q1: 5,562 shares; 2025Q2: 5,631 shares; 2025Q3: 5,950 shares; 2025Q4: 6,001 shares 6,001 $610K 0.08% +51 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: 24,066 shares; 2024Q4: 29,862 shares; 2025Q1: 24,669 shares; 2025Q2: 25,399 shares; 2025Q3: 32,023 shares; 2025Q4: 24,059 shares 24,059 $599K 0.08% -7,964 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: 1,858 shares; 2024Q4: 1,859 shares; 2025Q1: 1,860 shares; 2025Q2: 1,834 shares; 2025Q3: 1,699 shares; 2025Q4: 1,712 shares 1,712 $560K 0.08% +13 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: 600 shares; 2024Q4: 724 shares; 2025Q1: 426 shares; 2025Q2: 697 shares; 2025Q3: 1,607 shares; 2025Q4: 2,218 shares 2,218 $555K 0.08% +611 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: 15,280 shares; 2024Q4: 13,897 shares; 2025Q1: 11,125 shares; 2025Q2: 10,046 shares; 2025Q3: 9,765 shares; 2025Q4: 9,836 shares 9,836 $554K 0.08% +71 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: 407 shares; 2024Q4: 418 shares; 2025Q1: 518 shares; 2025Q2: 1,190 shares; 2025Q3: 2,281 shares; 2025Q4: 2,543 shares 2,543 $552K 0.08% +262 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 4,161 shares; 2025Q1: 3,661 shares; 2025Q2: 3,556 shares; 2025Q3: 3,569 shares; 2025Q4: 3,463 shares 3,463 $551K 0.08% -106 Timeline FCOR 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: 9,721 shares; 2024Q4: 10,091 shares; 2025Q1: 10,091 shares; 2025Q2: 10,237 shares; 2025Q3: 10,028 shares; 2025Q4: 11,430 shares 11,430 $547K 0.07% +1,402 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: 3,148 shares; 2024Q4: 3,113 shares; 2025Q1: 2,860 shares; 2025Q2: 2,860 shares; 2025Q3: 2,618 shares; 2025Q4: 2,794 shares 2,794 $545K 0.07% +176 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,076 shares; 2024Q4: 3,979 shares; 2025Q1: 3,747 shares; 2025Q2: 3,444 shares; 2025Q3: 3,415 shares; 2025Q4: 3,450 shares 3,450 $526K 0.07% +35 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: 878 shares; 2024Q4: 866 shares; 2025Q1: 856 shares; 2025Q2: 856 shares; 2025Q3: 862 shares; 2025Q4: 856 shares 856 $496K 0.07% -6 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,780 shares; 2024Q4: 33,270 shares; 2025Q1: 33,300 shares; 2025Q2: 33,349 shares; 2025Q3: 33,400 shares; 2025Q4: 42,526 shares 42,526 $495K 0.07% +9,126 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: 567 shares; 2024Q4: 567 shares; 2025Q1: 551 shares; 2025Q2: 551 shares; 2025Q3: 858 shares; 2025Q4: 562 shares 562 $494K 0.07% -296 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,425 shares; 2024Q4: 20,490 shares; 2025Q1: 19,675 shares; 2025Q2: 18,450 shares; 2025Q3: 18,450 shares; 2025Q4: 18,250 shares 18,250 $489K 0.07% -200 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: 2,709 shares; 2024Q4: 2,690 shares; 2025Q1: 2,692 shares; 2025Q2: 2,693 shares; 2025Q3: 2,919 shares; 2025Q4: 2,856 shares 2,856 $488K 0.07% -63 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,952 shares; 2024Q4: 2,919 shares; 2025Q1: 2,904 shares; 2025Q2: 2,904 shares; 2025Q3: 3,014 shares; 2025Q4: 3,439 shares 3,439 $485K 0.07% +425 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,017 shares; 2024Q4: 4,422 shares; 2025Q1: 4,507 shares; 2025Q2: 4,557 shares; 2025Q3: 4,622 shares; 2025Q4: 5,162 shares 5,162 $480K 0.07% +540 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,445 shares; 2024Q4: 5,425 shares; 2025Q1: 5,410 shares; 2025Q2: 5,300 shares; 2025Q3: 5,259 shares; 2025Q4: 5,240 shares 5,240 $467K 0.06% -19 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: 698 shares; 2024Q4: 698 shares; 2025Q1: 773 shares; 2025Q2: 776 shares; 2025Q3: 786 shares; 2025Q4: 818 shares 818 $467K 0.06% +32 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: 2,107 shares; 2024Q4: 1,860 shares; 2025Q1: 1,783 shares; 2025Q2: 1,783 shares; 2025Q3: 1,833 shares; 2025Q4: 1,791 shares 1,791 $461K 0.06% -42 Timeline DFEB 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: 14,959 shares; 2024Q4: 14,455 shares; 2025Q1: 13,036 shares; 2025Q2: 11,078 shares; 2025Q3: 11,521 shares; 2025Q4: 9,557 shares 9,557 $456K 0.06% -1,964 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: 3,619 shares; 2024Q4: 3,629 shares; 2025Q1: 3,630 shares; 2025Q2: 3,697 shares; 2025Q3: 3,763 shares; 2025Q4: 3,692 shares 3,692 $455K 0.06% -71 Timeline EMQQ 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: 9,623 shares; 2024Q4: 10,328 shares; 2025Q1: 10,368 shares; 2025Q2: 10,513 shares; 2025Q3: 10,746 shares; 2025Q4: 11,036 shares 11,036 $445K 0.06% +290 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,655 shares; 2025Q1: 1,555 shares; 2025Q2: 1,530 shares; 2025Q3: 1,870 shares; 2025Q4: 1,530 shares 1,530 $444K 0.06% -340 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,567 shares; 2024Q4: 3,567 shares; 2025Q1: 3,567 shares; 2025Q2: 3,567 shares; 2025Q3: 3,827 shares; 2025Q4: 3,777 shares 3,777 $443K 0.06% -50 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: 2,932 shares; 2024Q4: 2,894 shares; 2025Q1: 2,882 shares; 2025Q2: 2,924 shares; 2025Q3: 3,920 shares; 2025Q4: 4,339 shares 4,339 $433K 0.06% +419 Timeline DFAC 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: 10,778 shares; 2024Q4: 10,778 shares; 2025Q1: 10,778 shares; 2025Q2: 10,778 shares; 2025Q3: 10,778 shares; 2025Q4: 10,778 shares 10,778 $427K 0.06% 0 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $424K 0.06% 0 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: 7,218 shares; 2024Q4: 6,808 shares; 2025Q1: 6,185 shares; 2025Q2: 4,930 shares; 2025Q3: 4,861 shares; 2025Q4: 4,745 shares 4,745 $420K 0.06% -116 Timeline NOVM 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: 13,545 shares; 2025Q2: 12,856 shares; 2025Q3: 12,856 shares; 2025Q4: 12,681 shares 12,681 $417K 0.06% -175 Timeline ZMAR 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: 15,495 shares; 2025Q2: 15,495 shares; 2025Q3: 16,310 shares; 2025Q4: 15,045 shares 15,045 $414K 0.06% -1,265 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,257 shares; 2024Q4: 6,957 shares; 2025Q1: 6,557 shares; 2025Q2: 6,557 shares; 2025Q3: 6,757 shares; 2025Q4: 6,557 shares 6,557 $413K 0.06% -200 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,635 shares; 2024Q4: 8,669 shares; 2025Q1: 9,154 shares; 2025Q2: 4,436 shares; 2025Q3: 4,121 shares; 2025Q4: 3,231 shares 3,231 $407K 0.06% -890 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: 2,003 shares; 2024Q4: 2,003 shares; 2025Q1: 1,879 shares; 2025Q2: 1,879 shares; 2025Q3: 1,879 shares; 2025Q4: 1,879 shares 1,879 $395K 0.05% 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: 2,330 shares; 2024Q4: 2,580 shares; 2025Q1: 2,580 shares; 2025Q2: 2,580 shares; 2025Q3: 2,605 shares; 2025Q4: 2,380 shares 2,380 $388K 0.05% -225 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,176 shares; 2024Q4: 9,176 shares; 2025Q1: 10,576 shares; 2025Q2: 10,576 shares; 2025Q3: 9,176 shares; 2025Q4: 9,101 shares 9,101 $387K 0.05% -75 Timeline IAI 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: 2,125 shares; 2024Q4: 2,125 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 2,125 shares; 2025Q4: 2,125 shares 2,125 $381K 0.05% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,980 shares; 2024Q4: 5,531 shares; 2025Q1: 4,521 shares; 2025Q2: 4,406 shares; 2025Q3: 5,116 shares; 2025Q4: 3,468 shares 3,468 $381K 0.05% -1,648 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,826 shares; 2025Q1: 1,896 shares; 2025Q2: 1,996 shares; 2025Q3: 2,296 shares; 2025Q4: 2,322 shares 2,322 $376K 0.05% +26 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: 518 shares; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: 482 shares; 2025Q3: 534 shares; 2025Q4: 491 shares 491 $370K 0.05% -43 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,576 shares; 2024Q4: 5,392 shares; 2025Q1: 5,321 shares; 2025Q2: 5,321 shares; 2025Q3: 4,931 shares; 2025Q4: 4,982 shares 4,982 $367K 0.05% +51 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 206 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 185 shares; 2025Q4: 182 shares 182 $367K 0.05% -3 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: 3,150 shares; 2024Q4: 4,386 shares; 2025Q1: 3,770 shares; 2025Q2: 3,770 shares; 2025Q3: 4,385 shares; 2025Q4: 8,581 shares 8,581 $366K 0.05% +4,196 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: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,089 shares; 2025Q2: 2,089 shares; 2025Q3: 2,089 shares; 2025Q4: 2,048 shares 2,048 $364K 0.05% -41 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,485 shares; 2024Q4: 12,485 shares; 2025Q1: 12,485 shares; 2025Q2: 12,485 shares; 2025Q3: 12,485 shares; 2025Q4: 12,485 shares 12,485 $363K 0.05% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,286 shares; 2024Q4: 2,962 shares; 2025Q1: 3,063 shares; 2025Q2: 3,006 shares; 2025Q3: 3,146 shares; 2025Q4: 3,112 shares 3,112 $354K 0.05% -34 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: 4,594 shares; 2024Q4: 4,876 shares; 2025Q1: 5,088 shares; 2025Q2: 5,218 shares; 2025Q3: 5,271 shares; 2025Q4: 5,258 shares 5,258 $353K 0.05% -13 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,962 shares; 2024Q4: 9,526 shares; 2025Q1: 9,426 shares; 2025Q2: 9,427 shares; 2025Q3: 9,288 shares; 2025Q4: 9,207 shares 9,207 $353K 0.05% -81 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: 377 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 370 shares; 2025Q3: 420 shares; 2025Q4: 429 shares 429 $352K 0.05% +9 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,488 shares; 2025Q1: 1,638 shares; 2025Q2: 1,602 shares; 2025Q3: 1,797 shares; 2025Q4: 1,778 shares 1,778 $346K 0.05% -19 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: 203 shares; 2024Q4: 676 shares; 2025Q1: 853 shares; 2025Q2: 2,206 shares; 2025Q3: 3,844 shares; 2025Q4: 3,714 shares 3,714 $332K 0.05% -130 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,730 shares; 2024Q4: 6,730 shares; 2025Q1: 6,730 shares; 2025Q2: 6,730 shares; 2025Q3: 6,730 shares; 2025Q4: 6,730 shares 6,730 $330K 0.04% 0 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: 1,732 shares; 2024Q4: 1,592 shares; 2025Q1: 1,568 shares; 2025Q2: 1,568 shares; 2025Q3: 2,468 shares; 2025Q4: 1,394 shares 1,394 $323K 0.04% -1,074 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: 1,547 shares; 2024Q4: 1,547 shares; 2025Q1: 1,547 shares; 2025Q2: 1,547 shares; 2025Q3: 1,872 shares; 2025Q4: 2,694 shares 2,694 $322K 0.04% +822 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 5,605 shares; 2025Q4: 5,605 shares 5,605 $320K 0.04% 0 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: 3,362 shares; 2024Q4: 3,362 shares; 2025Q1: 3,362 shares; 2025Q2: 3,362 shares; 2025Q3: 3,332 shares; 2025Q4: 3,262 shares 3,262 $318K 0.04% -70 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,144 shares; 2025Q1: 12,851 shares; 2025Q2: 11,851 shares; 2025Q3: 5,389 shares; 2025Q4: 11,023 shares 11,023 $318K 0.04% +5,634 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,485 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 1,481 shares; 2025Q4: 1,581 shares 1,581 $311K 0.04% +100 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: 3,457 shares; 2024Q4: 3,429 shares; 2025Q1: 10,190 shares; 2025Q2: 8,398 shares; 2025Q3: 8,494 shares; 2025Q4: 5,763 shares 5,763 $311K 0.04% -2,731 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: 676 shares; 2024Q4: 2,861 shares; 2025Q1: 4,101 shares; 2025Q2: 4,354 shares; 2025Q3: 4,541 shares; 2025Q4: 5,423 shares 5,423 $310K 0.04% +882 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: 7,690 shares; 2024Q4: 5,023 shares; 2025Q1: 4,501 shares; 2025Q2: 3,882 shares; 2025Q3: 3,834 shares; 2025Q4: 3,834 shares 3,834 $304K 0.04% 0 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: 2,423 shares; 2024Q4: 2,424 shares; 2025Q1: 2,474 shares; 2025Q2: 2,474 shares; 2025Q3: 2,474 shares; 2025Q4: 2,474 shares 2,474 $301K 0.04% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 4,042 shares; 2025Q1: 3,588 shares; 2025Q2: 2,738 shares; 2025Q3: 2,738 shares; 2025Q4: 2,719 shares 2,719 $300K 0.04% -19 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: 5,204 shares; 2024Q4: 5,204 shares; 2025Q1: 5,204 shares; 2025Q2: 5,164 shares; 2025Q3: 4,750 shares; 2025Q4: 3,839 shares 3,839 $298K 0.04% -911 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,216 shares; 2024Q4: 10,838 shares; 2025Q1: 10,608 shares; 2025Q2: 10,308 shares; 2025Q3: 11,094 shares; 2025Q4: 9,564 shares 9,564 $296K 0.04% -1,530 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: 1,378 shares; 2024Q4: 1,378 shares; 2025Q1: 1,342 shares; 2025Q2: 1,342 shares; 2025Q3: 1,373 shares; 2025Q4: 1,353 shares 1,353 $290K 0.04% -20 Timeline EWJ 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: 1,117 shares; 2024Q4: 1,117 shares; 2025Q1: 1,245 shares; 2025Q2: 2,990 shares; 2025Q3: 3,373 shares; 2025Q4: 3,541 shares 3,541 $286K 0.04% +168 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: 1,260 shares; 2024Q4: 1,254 shares; 2025Q1: 2,712 shares; 2025Q2: 1,155 shares; 2025Q3: 1,142 shares; 2025Q4: 1,091 shares 1,091 $280K 0.04% -51 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: 3,415 shares; 2024Q4: 4,239 shares; 2025Q1: 3,215 shares; 2025Q2: 3,206 shares; 2025Q3: 3,859 shares; 2025Q4: 4,462 shares 4,462 $279K 0.04% +603 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: 5,150 shares; 2024Q4: 5,152 shares; 2025Q1: 5,192 shares; 2025Q2: 5,064 shares; 2025Q3: 5,405 shares; 2025Q4: 5,043 shares 5,043 $277K 0.04% -362 Timeline STOT 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: 8,697 shares; 2024Q4: 8,279 shares; 2025Q1: 6,116 shares; 2025Q2: 6,036 shares; 2025Q3: 6,097 shares; 2025Q4: 5,864 shares 5,864 $277K 0.04% -233 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,564 shares; 2025Q1: 1,564 shares; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares; 2025Q4: 1,564 shares 1,564 $273K 0.04% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 1,082 shares; 2025Q1: 1,030 shares; 2025Q2: 987 shares; 2025Q3: 987 shares; 2025Q4: 987 shares 987 $272K 0.04% 0 Timeline ZFEB 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: 15,051 shares; 2025Q2: 11,126 shares; 2025Q3: 11,126 shares; 2025Q4: 10,701 shares 10,701 $272K 0.04% -425 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,831 shares; 2024Q4: 2,831 shares; 2025Q1: 2,963 shares; 2025Q2: 2,963 shares; 2025Q3: 3,592 shares; 2025Q4: 3,592 shares 3,592 $267K 0.04% 0 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: 829 shares; 2024Q4: 830 shares; 2025Q1: 730 shares; 2025Q2: 731 shares; 2025Q3: 848 shares; 2025Q4: 912 shares 912 $263K 0.04% +64 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: 4,072 shares; 2024Q4: 3,559 shares; 2025Q1: 3,256 shares; 2025Q2: 3,237 shares; 2025Q3: 3,238 shares; 2025Q4: 3,239 shares 3,239 $258K 0.04% +1 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,227 shares; 2024Q4: 2,133 shares; 2025Q1: 2,072 shares; 2025Q2: 2,021 shares; 2025Q3: 1,962 shares; 2025Q4: 1,909 shares 1,909 $249K 0.03% -53 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: 1,152 shares; 2024Q4: 1,152 shares; 2025Q1: 1,042 shares; 2025Q2: 962 shares; 2025Q3: 1,012 shares; 2025Q4: 962 shares 962 $248K 0.03% -50 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,970 shares; 2024Q4: 5,970 shares; 2025Q1: 5,689 shares; 2025Q2: 5,342 shares; 2025Q3: 5,342 shares; 2025Q4: 5,282 shares 5,282 $245K 0.03% -60 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,301 shares; 2025Q1: 2,239 shares; 2025Q2: 2,240 shares; 2025Q3: 2,221 shares; 2025Q4: 1,907 shares 1,907 $241K 0.03% -314 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 1,820 shares; 2025Q3: 5,420 shares; 2025Q4: 6,330 shares 6,330 $240K 0.03% +910 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,265 shares; 2025Q1: 1,265 shares; 2025Q2: 1,265 shares; 2025Q3: 965 shares; 2025Q4: 965 shares 965 $238K 0.03% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,897 shares; 2024Q4: 5,413 shares; 2025Q1: 4,321 shares; 2025Q2: 4,336 shares; 2025Q3: 4,157 shares; 2025Q4: 3,811 shares 3,811 $237K 0.03% -346 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,656 shares; 2024Q4: 5,456 shares; 2025Q1: 5,456 shares; 2025Q2: 5,456 shares; 2025Q3: 5,456 shares; 2025Q4: 5,352 shares 5,352 $236K 0.03% -104 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,027 shares; 2025Q1: 1,042 shares; 2025Q2: 1,024 shares; 2025Q3: 1,051 shares; 2025Q4: 1,084 shares 1,084 $232K 0.03% +33 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 1,985 shares; 2025Q1: 1,906 shares; 2025Q2: 1,152 shares; 2025Q3: 1,712 shares; 2025Q4: 1,185 shares 1,185 $231K 0.03% -527 Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,500 shares; 2024Q4: 19,500 shares; 2025Q1: 19,500 shares; 2025Q2: 19,500 shares; 2025Q3: 19,500 shares; 2025Q4: 19,500 shares 19,500 $229K 0.03% 0 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: 12,278 shares; 2024Q4: 10,915 shares; 2025Q1: 6,661 shares; 2025Q2: 7,210 shares; 2025Q3: 6,066 shares; 2025Q4: 6,199 shares 6,199 $229K 0.03% +133 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: not reported; 2025Q2: 3,726 shares; 2025Q3: 2,037 shares; 2025Q4: 1,065 shares 1,065 $226K 0.03% -972 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 1,072 shares 1,072 $224K 0.03% +52 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: 2,052 shares; 2024Q4: 2,052 shares; 2025Q1: 2,052 shares; 2025Q2: 1,902 shares; 2025Q3: 1,902 shares; 2025Q4: 1,902 shares 1,902 $221K 0.03% 0 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: 2,274 shares; 2024Q4: 2,274 shares; 2025Q1: 2,274 shares; 2025Q2: 2,274 shares; 2025Q3: 2,094 shares; 2025Q4: 2,094 shares 2,094 $220K 0.03% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 2,820 shares; 2025Q1: 4,745 shares; 2025Q2: 4,545 shares; 2025Q3: 4,545 shares; 2025Q4: 4,245 shares 4,245 $212K 0.03% -300 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,494 shares; 2025Q4: 1,394 shares 1,394 $211K 0.03% -100 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: 2,186 shares; 2024Q4: 2,187 shares; 2025Q1: 2,188 shares; 2025Q2: 2,189 shares; 2025Q3: 2,191 shares; 2025Q4: 2,192 shares 2,192 $206K 0.03% +1 Timeline FVAL 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: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares 2,850 $206K 0.03% 0 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: 428 shares; 2024Q4: 384 shares; 2025Q1: 388 shares; 2025Q2: 388 shares; 2025Q3: 428 shares; 2025Q4: 439 shares 439 $206K 0.03% +11 Timeline DISV 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: 5,250 shares; 2024Q4: 5,250 shares; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares 5,250 $200K 0.03% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 2,990 shares; 2025Q1: 3,590 shares; 2025Q2: 3,597 shares; 2025Q3: 3,615 shares; 2025Q4: 3,852 shares 3,852 $196K 0.03% +237 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,618 shares; 2025Q1: 12,668 shares; 2025Q2: 12,515 shares; 2025Q3: 14,115 shares; 2025Q4: 13,699 shares 13,699 $194K 0.03% -416 Timeline VSGX 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: 7,893 shares; 2024Q4: 7,080 shares; 2025Q1: 2,844 shares; 2025Q2: 2,793 shares; 2025Q3: 2,693 shares; 2025Q4: 2,690 shares 2,690 $193K 0.03% -3 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: 9,947 shares; 2024Q4: 10,049 shares; 2025Q1: 9,831 shares; 2025Q2: 8,831 shares; 2025Q3: 7,234 shares; 2025Q4: 6,430 shares 6,430 $192K 0.03% -804 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: 891 shares; 2024Q4: 891 shares; 2025Q1: 889 shares; 2025Q2: 889 shares; 2025Q3: 906 shares; 2025Q4: 906 shares 906 $189K 0.03% 0 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: 30 shares; 2024Q4: 1,877 shares; 2025Q1: 1,242 shares; 2025Q2: 1,468 shares; 2025Q3: 2,142 shares; 2025Q4: 2,322 shares 2,322 $186K 0.03% +180 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,281 shares; 2024Q4: 2,281 shares; 2025Q1: 2,281 shares; 2025Q2: 2,281 shares; 2025Q3: 2,333 shares; 2025Q4: 2,333 shares 2,333 $184K 0.03% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,902 shares; 2025Q1: 1,902 shares; 2025Q2: 1,902 shares; 2025Q3: 1,828 shares; 2025Q4: 1,828 shares 1,828 $182K 0.02% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358 shares; 2024Q4: 358 shares; 2025Q1: 283 shares; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 319 shares 319 $181K 0.02% +36 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: 1,908 shares; 2024Q4: 1,878 shares; 2025Q1: 1,878 shares; 2025Q2: 1,878 shares; 2025Q3: 2,026 shares; 2025Q4: 1,938 shares 1,938 $181K 0.02% -88 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: 4,445 shares; 2025Q1: 4,545 shares; 2025Q2: 4,710 shares; 2025Q3: 4,710 shares; 2025Q4: 4,365 shares 4,365 $180K 0.02% -345 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: 1,833 shares; 2024Q4: 2,180 shares; 2025Q1: 2,722 shares; 2025Q2: 2,397 shares; 2025Q3: 3,180 shares; 2025Q4: 3,603 shares 3,603 $179K 0.02% +423 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,698 shares; 2024Q4: 11,503 shares; 2025Q1: 10,460 shares; 2025Q2: 10,460 shares; 2025Q3: 10,340 shares; 2025Q4: 6,849 shares 6,849 $178K 0.02% -3,491 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: 1,443 shares; 2024Q4: 1,453 shares; 2025Q1: 639 shares; 2025Q2: 639 shares; 2025Q3: 1,295 shares; 2025Q4: 2,383 shares 2,383 $177K 0.02% +1,088 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 2,641 shares; 2025Q1: 3,077 shares; 2025Q2: 2,927 shares; 2025Q3: 2,863 shares; 2025Q4: 3,584 shares 3,584 $176K 0.02% +721 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: 399 shares; 2024Q4: 24 shares; 2025Q1: 74 shares; 2025Q2: 224 shares; 2025Q3: 875 shares; 2025Q4: 1,538 shares 1,538 $169K 0.02% +663 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: 436 shares; 2024Q4: 1,104 shares; 2025Q1: 960 shares; 2025Q2: 677 shares; 2025Q3: 747 shares; 2025Q4: 799 shares 799 $169K 0.02% +52 Timeline DFEV 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: 4,960 shares; 2024Q4: 4,960 shares; 2025Q1: 4,960 shares; 2025Q2: 4,960 shares; 2025Q3: 4,960 shares; 2025Q4: 4,960 shares 4,960 $167K 0.02% 0 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: 2,673 shares; 2024Q4: 2,673 shares; 2025Q1: 3,090 shares; 2025Q2: 3,280 shares; 2025Q3: 2,747 shares; 2025Q4: 2,867 shares 2,867 $167K 0.02% +120 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: 840 shares; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: 840 shares; 2025Q3: 840 shares; 2025Q4: 1,036 shares 1,036 $166K 0.02% +196 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: 2,008 shares; 2024Q4: 1,982 shares; 2025Q1: 1,963 shares; 2025Q2: 1,886 shares; 2025Q3: 1,901 shares; 2025Q4: 1,755 shares 1,755 $164K 0.02% -146 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: 524 shares; 2024Q4: 517 shares; 2025Q1: 482 shares; 2025Q2: 250 shares; 2025Q3: 256 shares; 2025Q4: 246 shares 246 $163K 0.02% -10 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,637 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,445 shares 1,445 $162K 0.02% -55 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 725 shares; 2025Q3: 675 shares; 2025Q4: 675 shares 675 $162K 0.02% 0 Timeline AAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,640 shares; 2024Q4: 5,640 shares; 2025Q1: 5,640 shares; 2025Q2: 5,640 shares; 2025Q3: 5,640 shares; 2025Q4: 5,640 shares 5,640 $160K 0.02% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,985 shares; 2024Q4: 3,576 shares; 2025Q1: 3,576 shares; 2025Q2: 3,576 shares; 2025Q3: 3,832 shares; 2025Q4: 3,632 shares 3,632 $158K 0.02% -200 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,689 shares; 2024Q4: 32,557 shares; 2025Q1: 20,464 shares; 2025Q2: 15,970 shares; 2025Q3: 12,626 shares; 2025Q4: 10,738 shares 10,738 $158K 0.02% -1,888 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,561 shares; 2024Q4: 7,843 shares; 2025Q1: 7,503 shares; 2025Q2: 6,298 shares; 2025Q3: 4,027 shares; 2025Q4: 4,112 shares 4,112 $158K 0.02% +85 Timeline COWG 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: 3,199 shares; 2024Q4: 4,334 shares; 2025Q1: 4,627 shares; 2025Q2: 4,381 shares; 2025Q3: 4,381 shares; 2025Q4: 4,420 shares 4,420 $156K 0.02% +39 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: 545 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 480 shares; 2025Q3: 451 shares; 2025Q4: 541 shares 541 $154K 0.02% +90 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,427 shares; 2025Q1: 1,427 shares; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares; 2025Q4: 1,427 shares 1,427 $152K 0.02% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME 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: 12,059 shares 12,059 $152K 0.02% new Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,450 shares 3,450 $152K 0.02% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,580 shares; 2025Q4: 1,135 shares 1,135 $149K 0.02% -445 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: 1,259 shares; 2024Q4: 1,260 shares; 2025Q1: 1,156 shares; 2025Q2: 1,156 shares; 2025Q3: 1,179 shares; 2025Q4: 1,111 shares 1,111 $147K 0.02% -68 Timeline FDIS 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: 1,404 shares; 2024Q4: 1,404 shares; 2025Q1: 1,404 shares; 2025Q2: 1,404 shares; 2025Q3: 1,404 shares; 2025Q4: 1,404 shares 1,404 $143K 0.02% 0 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: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: 1,018 shares; 2025Q2: 1,009 shares; 2025Q3: 1,009 shares; 2025Q4: 1,001 shares 1,001 $138K 0.02% -8 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: 1,770 shares; 2024Q4: 1,770 shares; 2025Q1: 1,770 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,595 shares 1,595 $135K 0.02% -170 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 1,152 shares; 2025Q1: 1,171 shares; 2025Q2: 1,143 shares; 2025Q3: 1,172 shares; 2025Q4: 965 shares 965 $134K 0.02% -207 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: 2,852 shares; 2024Q4: 2,258 shares; 2025Q1: 2,069 shares; 2025Q2: 2,047 shares; 2025Q3: 2,435 shares; 2025Q4: 1,353 shares 1,353 $134K 0.02% -1,082 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 678 shares; 2025Q3: 959 shares; 2025Q4: 959 shares 959 $131K 0.02% 0 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: 626 shares; 2024Q4: 626 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 765 shares; 2025Q4: 698 shares 698 $130K 0.02% -67 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: 1,292 shares; 2024Q4: 1,292 shares; 2025Q1: 1,292 shares; 2025Q2: 1,292 shares; 2025Q3: 1,292 shares; 2025Q4: 1,292 shares 1,292 $124K 0.02% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 1,495 shares; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,627 shares; 2025Q4: 1,689 shares 1,689 $124K 0.02% +62 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,143 shares; 2025Q1: 1,143 shares; 2025Q2: 1,143 shares; 2025Q3: 2,719 shares; 2025Q4: 2,423 shares 2,423 $123K 0.02% -296 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: 22,381 shares; 2024Q4: 32,564 shares; 2025Q1: 10,203 shares; 2025Q2: 3,810 shares; 2025Q3: 3,870 shares; 2025Q4: 2,617 shares 2,617 $123K 0.02% -1,253 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: 624 shares; 2024Q4: 624 shares; 2025Q1: 613 shares; 2025Q2: 613 shares; 2025Q3: 666 shares; 2025Q4: 1,085 shares 1,085 $122K 0.02% +419 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: 4,034 shares; 2024Q4: 4,234 shares; 2025Q1: 2,610 shares; 2025Q2: 2,610 shares; 2025Q3: 2,760 shares; 2025Q4: 2,260 shares 2,260 $122K 0.02% -500 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,737 shares; 2025Q1: 1,779 shares; 2025Q2: 1,779 shares; 2025Q3: 1,808 shares; 2025Q4: 1,780 shares 1,780 $119K 0.02% -28 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 1,336 shares; 2025Q1: 182 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 1,534 shares 1,534 $116K 0.02% +1,351 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,126 shares; 2024Q4: 4,515 shares; 2025Q1: 4,615 shares; 2025Q2: 4,718 shares; 2025Q3: 4,817 shares; 2025Q4: 4,912 shares 4,912 $115K 0.02% +95 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $113K 0.02% 0 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: 295 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 320 shares; 2025Q4: 220 shares 220 $112K 0.02% -100 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,358 shares 10,358 $111K 0.02% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 2,701 shares; 2025Q1: 2,710 shares; 2025Q2: 2,663 shares; 2025Q3: 2,674 shares; 2025Q4: 2,686 shares 2,686 $110K 0.02% +12 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: 1,533 shares; 2024Q4: 1,997 shares; 2025Q1: 1,997 shares; 2025Q2: 1,997 shares; 2025Q3: 2,381 shares; 2025Q4: 6,681 shares 6,681 $110K 0.01% +4,300 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 426 shares; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 489 shares; 2025Q4: 430 shares 430 $108K 0.01% -59 Timeline EPRF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,573 shares; 2024Q4: 6,579 shares; 2025Q1: 6,584 shares; 2025Q2: 6,589 shares; 2025Q3: 6,976 shares; 2025Q4: 6,091 shares 6,091 $107K 0.01% -885 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: 386 shares; 2024Q4: 690 shares; 2025Q1: 694 shares; 2025Q2: 697 shares; 2025Q3: 465 shares; 2025Q4: 3,329 shares 3,329 $107K 0.01% +2,864 Timeline IGV 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: 860 shares; 2024Q4: 860 shares; 2025Q1: 912 shares; 2025Q2: 912 shares; 2025Q3: 912 shares; 2025Q4: 1,006 shares 1,006 $106K 0.01% +94 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: 251 shares; 2024Q4: 212 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 214 shares; 2025Q4: 215 shares 215 $103K 0.01% +1 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,642 shares 10,642 $102K 0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,184 shares; 2025Q2: 1,334 shares; 2025Q3: 1,334 shares; 2025Q4: 2,118 shares 2,118 $101K 0.01% +784 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 1,218 shares; 2025Q1: 1,218 shares; 2025Q2: 1,218 shares; 2025Q3: 1,218 shares; 2025Q4: 1,200 shares 1,200 $101K 0.01% -18 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,385 shares; 2025Q1: 2,385 shares; 2025Q2: 2,385 shares; 2025Q3: 1,985 shares; 2025Q4: 1,985 shares 1,985 $101K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 349 shares 349 $101K 0.01% 0 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 1,790 shares; 2025Q2: 1,790 shares; 2025Q3: 1,790 shares; 2025Q4: 1,790 shares 1,790 $100K 0.01% 0 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $99.2K 0.01% 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: 621 shares; 2024Q4: 655 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 675 shares; 2025Q4: 548 shares 548 $97.2K 0.01% -127 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 591 shares 591 $96.2K 0.01% +300 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: 1,139 shares; 2024Q4: 1,139 shares; 2025Q1: 1,019 shares; 2025Q2: 1,049 shares; 2025Q3: 1,049 shares; 2025Q4: 1,669 shares 1,669 $96.2K 0.01% +620 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $94.7K 0.01% 0 Timeline FUTY 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: 1,604 shares; 2024Q4: 1,517 shares; 2025Q1: 1,517 shares; 2025Q2: 1,517 shares; 2025Q3: 1,714 shares; 2025Q4: 1,714 shares 1,714 $94.6K 0.01% 0 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: 249 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 296 shares; 2025Q4: 255 shares 255 $94.5K 0.01% -41 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: 9,998 shares; 2024Q4: 9,998 shares; 2025Q1: 5,260 shares; 2025Q2: 3,405 shares; 2025Q3: 2,603 shares; 2025Q4: 2,604 shares 2,604 $94.4K 0.01% +1 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 865 shares; 2025Q2: 865 shares; 2025Q3: 845 shares; 2025Q4: 830 shares 830 $94.4K 0.01% -15 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: 1,088 shares; 2024Q4: 1,088 shares; 2025Q1: 1,088 shares; 2025Q2: 1,088 shares; 2025Q3: 1,118 shares; 2025Q4: 1,108 shares 1,108 $94.2K 0.01% -10 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: 757 shares; 2024Q4: 692 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 778 shares; 2025Q4: 728 shares 728 $93.9K 0.01% -50 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $93.4K 0.01% 0 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: 186 shares; 2024Q4: 186 shares; 2025Q1: 196 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares 206 $91.7K 0.01% 0 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: 413 shares; 2024Q4: 363 shares; 2025Q1: 331 shares; 2025Q2: 331 shares; 2025Q3: 331 shares; 2025Q4: 332 shares 332 $90.5K 0.01% +1 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,104 shares; 2025Q1: 2,104 shares; 2025Q2: 2,104 shares; 2025Q3: 2,103 shares; 2025Q4: 2,103 shares 2,103 $90.2K 0.01% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 1,835 shares; 2025Q1: 1,720 shares; 2025Q2: 1,722 shares; 2025Q3: 1,723 shares; 2025Q4: 1,452 shares 1,452 $90K 0.01% -271 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares 316 $89.5K 0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 1,778 shares; 2025Q1: 1,677 shares; 2025Q2: 1,677 shares; 2025Q3: 1,678 shares; 2025Q4: 1,640 shares 1,640 $88.7K 0.01% -38 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,640 shares; 2024Q4: 7,280 shares; 2025Q1: 9,696 shares; 2025Q2: 7,526 shares; 2025Q3: 8,789 shares; 2025Q4: 6,734 shares 6,734 $88.4K 0.01% -2,055 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: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $87.9K 0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 1,046 shares; 2025Q4: 1,612 shares 1,612 $86.9K 0.01% +566 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: 1,377 shares; 2024Q4: 1,377 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 688 shares 688 $86.6K 0.01% +123 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 643 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $86.4K 0.01% 0 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $85.8K 0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 1,557 shares; 2025Q3: 1,491 shares; 2025Q4: 1,361 shares 1,361 $85.8K 0.01% -130 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: 351 shares; 2024Q4: 351 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 590 shares; 2025Q4: 503 shares 503 $84.5K 0.01% -87 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: 1,406 shares; 2024Q4: 1,406 shares; 2025Q1: 1,406 shares; 2025Q2: 1,406 shares; 2025Q3: 1,406 shares; 2025Q4: 1,406 shares 1,406 $84.3K 0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares 185 $84K 0.01% 0 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: 1,496 shares; 2024Q4: 1,581 shares; 2025Q1: 1,589 shares; 2025Q2: 1,599 shares; 2025Q3: 1,765 shares; 2025Q4: 1,620 shares 1,620 $83.6K 0.01% -145 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 2,888 shares; 2025Q1: 2,888 shares; 2025Q2: 2,888 shares; 2025Q3: 2,888 shares; 2025Q4: 4,128 shares 4,128 $83.5K 0.01% +1,240 Timeline IBMO 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: 3,225 shares; 2024Q4: 3,225 shares; 2025Q1: 3,225 shares; 2025Q2: 3,225 shares; 2025Q3: 3,225 shares; 2025Q4: 3,225 shares 3,225 $82.7K 0.01% 0 Timeline CATH 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares 1,004 $82.5K 0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,077 shares; 2025Q1: 1,077 shares; 2025Q2: 1,078 shares; 2025Q3: 1,078 shares; 2025Q4: 794 shares 794 $81.4K 0.01% -284 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831 shares; 2024Q4: 796 shares; 2025Q1: 796 shares; 2025Q2: 797 shares; 2025Q3: 838 shares; 2025Q4: 798 shares 798 $80.5K 0.01% -40 Timeline FSMB 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: 3,490 shares; 2024Q4: 3,490 shares; 2025Q1: 3,490 shares; 2025Q2: 3,490 shares; 2025Q3: 3,991 shares; 2025Q4: 3,995 shares 3,995 $80.1K 0.01% +4 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $79.7K 0.01% 0 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: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 328 shares 328 $79.5K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,283 shares; 2025Q1: 646 shares; 2025Q2: 631 shares; 2025Q3: 597 shares; 2025Q4: 591 shares 591 $78.3K 0.01% -6 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: 461 shares; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 501 shares 501 $77.6K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 370 shares 370 $76K 0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 819 shares; 2025Q3: 865 shares; 2025Q4: 865 shares 865 $75.8K 0.01% 0 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: 17 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares 14 $75.1K 0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 1,410 shares; 2025Q1: 1,412 shares; 2025Q2: 1,414 shares; 2025Q3: 1,383 shares; 2025Q4: 1,685 shares 1,685 $74.7K 0.01% +302 Timeline XHS 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: 696 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 846 shares; 2025Q4: 696 shares 696 $74.4K 0.01% -150 Timeline DFSV 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: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares 2,250 $74K 0.01% 0 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: 1,225 shares; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,228 shares; 2025Q4: 1,235 shares 1,235 $74K 0.01% +7 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 1,205 shares 1,205 $73.8K 0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,728 shares; 2024Q4: 11,468 shares; 2025Q1: 7,319 shares; 2025Q2: 5,694 shares; 2025Q3: 2,202 shares; 2025Q4: 1,444 shares 1,444 $73.5K 0.01% -758 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 2,059 shares; 2025Q1: 2,059 shares; 2025Q2: 2,047 shares; 2025Q3: 2,747 shares; 2025Q4: 2,747 shares 2,747 $72.1K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 232 shares; 2025Q4: 232 shares 232 $72K 0.01% 0 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 822 shares; 2025Q1: 832 shares; 2025Q2: 1,112 shares; 2025Q3: 1,426 shares; 2025Q4: 1,616 shares 1,616 $71.9K 0.01% +190 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: 633 shares; 2024Q4: 608 shares; 2025Q1: 407 shares; 2025Q2: 407 shares; 2025Q3: 446 shares; 2025Q4: 446 shares 446 $71.4K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,941 shares; 2025Q1: 1,964 shares; 2025Q2: 1,964 shares; 2025Q3: 1,793 shares; 2025Q4: 1,764 shares 1,764 $70.9K 0.01% -29 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: 500 shares; 2025Q1: 500 shares; 2025Q2: 620 shares; 2025Q3: 750 shares; 2025Q4: 1,385 shares 1,385 $70.4K 0.01% +635 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,399 shares; 2025Q1: 1,326 shares; 2025Q2: 1,196 shares; 2025Q3: 1,236 shares; 2025Q4: 965 shares 965 $69.9K 0.01% -271 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,918 shares; 2024Q4: 9,159 shares; 2025Q1: 9,416 shares; 2025Q2: 10,485 shares; 2025Q3: 10,762 shares; 2025Q4: 11,084 shares 11,084 $69.8K 0.01% +322 Timeline IBMQ 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: 2,725 shares; 2024Q4: 2,725 shares; 2025Q1: 2,725 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares 2,725 $69.7K 0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $69.4K 0.01% 0 Timeline IBMP 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: 2,725 shares; 2024Q4: 2,725 shares; 2025Q1: 2,725 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares 2,725 $69.2K 0.01% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 469 shares; 2025Q1: 654 shares; 2025Q2: 647 shares; 2025Q3: 480 shares; 2025Q4: 161 shares 161 $69K 0.01% -319 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,871 shares; 2024Q4: 1,836 shares; 2025Q1: 959 shares; 2025Q2: 961 shares; 2025Q3: 963 shares; 2025Q4: 965 shares 965 $68.9K 0.01% +2 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $68.5K 0.01% 0 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: 254 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares 212 $68.5K 0.01% 0 Timeline PCEF 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: 4,660 shares; 2024Q4: 4,660 shares; 2025Q1: 3,405 shares; 2025Q2: 3,405 shares; 2025Q3: 3,405 shares; 2025Q4: 3,405 shares 3,405 $67.7K 0.01% 0 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: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 570 shares; 2025Q4: 570 shares 570 $67.1K 0.01% 0 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $67K 0.01% 0 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: 1,010 shares; 2024Q4: 2,620 shares; 2025Q1: 2,450 shares; 2025Q2: 2,721 shares; 2025Q3: 3,072 shares; 2025Q4: 2,435 shares 2,435 $66.8K 0.01% -637 Timeline VDE 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: 705 shares; 2024Q4: 706 shares; 2025Q1: 708 shares; 2025Q2: 705 shares; 2025Q3: 711 shares; 2025Q4: 525 shares 525 $66.1K 0.01% -186 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares 195 $65.9K 0.01% 0 Timeline IGRO 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 shares; 2024Q4: 225 shares; 2025Q1: 330 shares; 2025Q2: 605 shares; 2025Q3: 725 shares; 2025Q4: 789 shares 789 $65.3K 0.01% +64 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,292 shares; 2024Q4: 8,142 shares; 2025Q1: 5,292 shares; 2025Q2: 4,190 shares; 2025Q3: 1,555 shares; 2025Q4: 1,455 shares 1,455 $65K 0.01% -100 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: 112 shares; 2024Q4: 113 shares; 2025Q1: 115 shares; 2025Q2: 458 shares; 2025Q3: 459 shares; 2025Q4: 459 shares 459 $64.8K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 775 shares; 2025Q3: 766 shares; 2025Q4: 795 shares 795 $64.5K 0.01% +29 Timeline SCHP 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: 3,101 shares; 2024Q4: 2,403 shares; 2025Q1: 2,403 shares; 2025Q2: 2,404 shares; 2025Q3: 2,405 shares; 2025Q4: 2,406 shares 2,406 $63.7K 0.01% +1 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,179 shares; 2024Q4: 2,179 shares; 2025Q1: 2,169 shares; 2025Q2: 2,049 shares; 2025Q3: 929 shares; 2025Q4: 857 shares 857 $63.6K 0.01% -72 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 286 shares; 2025Q4: 304 shares 304 $61.7K 0.01% +18 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: 295 shares; 2024Q4: 395 shares; 2025Q1: 475 shares; 2025Q2: 623 shares; 2025Q3: 686 shares; 2025Q4: 772 shares 772 $61.6K 0.01% +86 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 1,694 shares; 2025Q1: 1,500 shares; 2025Q2: 1,506 shares; 2025Q3: 1,883 shares; 2025Q4: 1,521 shares 1,521 $61.6K 0.01% -362 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: 282 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 270 shares 270 $61.5K 0.01% -12 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 272 shares; 2025Q4: 272 shares 272 $60.7K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,031 shares; 2025Q1: 1,031 shares; 2025Q2: 1,031 shares; 2025Q3: 2,210 shares; 2025Q4: 1,031 shares 1,031 $60.4K 0.01% -1,179 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 313 shares; 2025Q4: 325 shares 325 $60.4K 0.01% +12 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: 454 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 454 shares 454 $60.1K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 46 shares; 2025Q3: 75 shares; 2025Q4: 78 shares 78 $59.7K 0.01% +3 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 663 shares; 2025Q4: 663 shares 663 $59.6K 0.01% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares 265 $59.5K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,247 shares; 2024Q4: 4,247 shares; 2025Q1: 4,195 shares; 2025Q2: 2,954 shares; 2025Q3: 2,860 shares; 2025Q4: 2,546 shares 2,546 $59.5K 0.01% -314 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 126 shares; 2025Q3: 117 shares; 2025Q4: 77 shares 77 $59.4K 0.01% -40 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 535 shares; 2025Q1: 532 shares; 2025Q2: 531 shares; 2025Q3: 535 shares; 2025Q4: 446 shares 446 $59.3K 0.01% -89 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: 1,687 shares; 2024Q4: 1,087 shares; 2025Q1: 2,424 shares; 2025Q2: 2,424 shares; 2025Q3: 2,252 shares; 2025Q4: 2,549 shares 2,549 $58.7K 0.01% +297 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 953 shares; 2025Q1: 953 shares; 2025Q2: 953 shares; 2025Q3: 953 shares; 2025Q4: 939 shares 939 $58.6K 0.01% -14 Timeline DTD 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: 96 shares; 2024Q4: 278 shares; 2025Q1: 279 shares; 2025Q2: 280 shares; 2025Q3: 281 shares; 2025Q4: 682 shares 682 $57.9K 0.01% +401 Timeline DFIS 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: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares 1,750 $57.6K 0.01% 0 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: 385 shares; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 428 shares; 2025Q4: 469 shares 469 $57.5K 0.01% +41 Timeline IBMR 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: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares 2,250 $57.2K 0.01% 0 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: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares 212 $57.1K 0.01% 0 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: 1,115 shares; 2024Q4: 1,115 shares; 2025Q1: 1,115 shares; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 1,115 shares 1,115 $57K 0.01% 0 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: 201 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 276 shares; 2025Q4: 217 shares 217 $57K 0.01% -59 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,181 shares; 2025Q1: 1,216 shares; 2025Q2: 1,220 shares; 2025Q3: 1,224 shares; 2025Q4: 1,228 shares 1,228 $56K 0.01% +4 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 427 shares; 2025Q4: 437 shares 437 $55.7K 0.01% +10 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 288 shares; 2025Q3: 288 shares; 2025Q4: 384 shares 384 $55.6K 0.01% +96 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 1,536 shares; 2025Q1: 1,365 shares; 2025Q2: 1,358 shares; 2025Q3: 2,303 shares; 2025Q4: 2,308 shares 2,308 $55.5K 0.01% +5 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: 506 shares; 2024Q4: 511 shares; 2025Q1: 1,129 shares; 2025Q2: 1,279 shares; 2025Q3: 993 shares; 2025Q4: 670 shares 670 $54.7K 0.01% -323 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: 1,414 shares; 2025Q4: 1,172 shares 1,172 $54.5K 0.01% -242 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $54.5K 0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 455 shares; 2025Q4: 455 shares 455 $54.3K 0.01% 0 Timeline XRT 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: 630 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares 630 $53.7K 0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares 440 $53.2K 0.01% 0 Timeline DFIV 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: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $52.4K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 955 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares 705 $51.9K 0.01% 0 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: 1,238 shares; 2024Q4: 1,238 shares; 2025Q1: 1,238 shares; 2025Q2: 1,239 shares; 2025Q3: 1,284 shares; 2025Q4: 1,239 shares 1,239 $51.9K 0.01% -45 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: 301 shares; 2024Q4: 305 shares; 2025Q1: 363 shares; 2025Q2: 421 shares; 2025Q3: 424 shares; 2025Q4: 620 shares 620 $51.9K 0.01% +196 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: 176 shares; 2024Q4: 176 shares; 2025Q1: 1,206 shares; 2025Q2: 206 shares; 2025Q3: 783 shares; 2025Q4: 1,286 shares 1,286 $51.9K 0.01% +503 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: 201 shares; 2024Q4: 185 shares; 2025Q1: 373 shares; 2025Q2: 185 shares; 2025Q3: 201 shares; 2025Q4: 185 shares 185 $51.6K 0.01% -16 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $51K 0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,445 shares; 2024Q4: 1,445 shares; 2025Q1: 1,445 shares; 2025Q2: 1,938 shares; 2025Q3: 1,938 shares; 2025Q4: 1,938 shares 1,938 $50.7K 0.01% 0 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: 320 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 321 shares; 2025Q3: 322 shares; 2025Q4: 322 shares 322 $50.4K 0.01% 0 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: 745 shares; 2024Q4: 745 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares 1,150 $49.7K 0.01% 0 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: 1,951 shares; 2024Q4: 1,882 shares; 2025Q1: 1,890 shares; 2025Q2: 1,873 shares; 2025Q3: 1,216 shares; 2025Q4: 1,233 shares 1,233 $49.5K 0.01% +17 Timeline JXI 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: 628 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 628 shares; 2025Q4: 628 shares 628 $49.4K 0.01% 0 Timeline FRBA FIRST BK WILLIAMSTOWN NEW JE More: the full row for FIRST BK WILLIAMSTOWN NEW JE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $49.4K 0.01% 0 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 757 shares; 2025Q1: 757 shares; 2025Q2: 757 shares; 2025Q3: 859 shares; 2025Q4: 860 shares 860 $49.2K 0.01% +1 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 891 shares; 2025Q1: 829 shares; 2025Q2: 831 shares; 2025Q3: 833 shares; 2025Q4: 933 shares 933 $48.7K 0.01% +100 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: 0 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 117 shares 117 $48.3K 0.01% 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: 625 shares; 2024Q4: 629 shares; 2025Q1: 605 shares; 2025Q2: 570 shares; 2025Q3: 590 shares; 2025Q4: 571 shares 571 $48.1K 0.01% -19 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 228 shares 228 $48.1K 0.01% +1 Timeline FFLG 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: 1,597 shares; 2024Q4: 1,597 shares; 2025Q1: 1,597 shares; 2025Q2: 1,597 shares; 2025Q3: 1,597 shares; 2025Q4: 1,597 shares 1,597 $47.8K 0.01% 0 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: 931 shares; 2024Q4: 784 shares; 2025Q1: 787 shares; 2025Q2: 790 shares; 2025Q3: 1,094 shares; 2025Q4: 1,034 shares 1,034 $47.7K 0.01% -60 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,296 shares; 2025Q1: 1,296 shares; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares 1,296 $47.5K 0.01% 0 Timeline FMQQ 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: 1,833 shares; 2024Q4: 2,058 shares; 2025Q1: 2,078 shares; 2025Q2: 2,768 shares; 2025Q3: 3,353 shares; 2025Q4: 3,353 shares 3,353 $46.3K 0.01% 0 Timeline NEWT NEWTEKONE INC More: the full row for NEWTEKONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,476 shares; 2024Q4: 6,566 shares; 2025Q1: 6,566 shares; 2025Q2: 6,566 shares; 2025Q3: 4,083 shares; 2025Q4: 4,083 shares 4,083 $46.3K 0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 927 shares; 2025Q1: 1,477 shares; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 677 shares 677 $46.3K 0.01% 0 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: 106 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 230 shares; 2025Q4: 251 shares 251 $46.2K 0.01% +21 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: 303 shares; 2024Q4: 295 shares; 2025Q1: 243 shares; 2025Q2: 440 shares; 2025Q3: 388 shares; 2025Q4: 313 shares 313 $45.9K 0.01% -75 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 209 shares 209 $45.8K 0.01% +69 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: 20 shares; 2024Q4: 21 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 475 shares 475 $45.6K 0.01% +462 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,369 shares; 2024Q4: 8,691 shares; 2025Q1: 2,094 shares; 2025Q2: 956 shares; 2025Q3: 603 shares; 2025Q4: 533 shares 533 $45.4K 0.01% -70 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 926 shares; 2025Q1: 330 shares; 2025Q2: 230 shares; 2025Q3: 240 shares; 2025Q4: 280 shares 280 $45.4K 0.01% +40 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $45.3K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 436 shares; 2025Q1: 336 shares; 2025Q2: 464 shares; 2025Q3: 444 shares; 2025Q4: 444 shares 444 $44.8K 0.01% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 853 shares 853 $44.7K 0.01% +710 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 240 shares; 2025Q4: 230 shares 230 $44.7K 0.01% -10 Timeline EQTY VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,640 shares; 2024Q4: 1,640 shares; 2025Q1: 1,640 shares; 2025Q2: 1,640 shares; 2025Q3: 1,640 shares; 2025Q4: 1,640 shares 1,640 $44.3K 0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares 800 $44K 0.01% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 393 shares 393 $44K 0.01% 0 Timeline DHS 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: 412 shares; 2024Q4: 417 shares; 2025Q1: 419 shares; 2025Q2: 423 shares; 2025Q3: 427 shares; 2025Q4: 431 shares 431 $43.9K 0.01% +4 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: 205 shares; 2024Q4: 198 shares; 2025Q1: 174 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares 145 $43.8K 0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 677 shares; 2025Q1: 656 shares; 2025Q2: 656 shares; 2025Q3: 656 shares; 2025Q4: 656 shares 656 $43.6K 0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 678 shares; 2025Q1: 647 shares; 2025Q2: 558 shares; 2025Q3: 422 shares; 2025Q4: 282 shares 282 $42K 0.01% -140 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,153 shares; 2025Q1: 1,037 shares; 2025Q2: 987 shares; 2025Q3: 982 shares; 2025Q4: 529 shares 529 $41.8K 0.01% -453 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: 129 shares; 2024Q4: 129 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 79 shares 79 $41.3K 0.01% +4 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 285 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 147 shares; 2025Q4: 147 shares 147 $41K 0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 798 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 350 shares; 2025Q3: 330 shares; 2025Q4: 330 shares 330 $40.6K 0.01% 0 Timeline EEMV 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: 509 shares; 2024Q4: 510 shares; 2025Q1: 629 shares; 2025Q2: 630 shares; 2025Q3: 650 shares; 2025Q4: 631 shares 631 $40.4K 0.01% -19 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 1,434 shares 1,434 $40K 0.01% +819 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 836 shares; 2025Q3: 936 shares; 2025Q4: 836 shares 836 $39.9K 0.01% -100 Timeline PRESTIGE CONSMR HEALTHCARE I PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: not reported; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 645 shares 645 $39.8K 0.01% 0 FNCL 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: 510 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares 510 $39.6K 0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 159 shares; 2025Q4: 156 shares 156 $39.5K 0.01% -3 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 570 shares 570 $38.8K 0.01% +170 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 285 shares; 2025Q3: 505 shares; 2025Q4: 285 shares 285 $38.8K 0.01% -220 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: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 241 shares 241 $38.8K 0.01% +119 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 301 shares; 2025Q1: 217 shares; 2025Q2: 193 shares; 2025Q3: 117 shares; 2025Q4: 115 shares 115 $38.7K 0.01% -2 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: 525 shares; 2024Q4: 525 shares; 2025Q1: 1,192 shares; 2025Q2: 1,192 shares; 2025Q3: 1,192 shares; 2025Q4: 1,142 shares 1,142 $38.6K 0.01% -50 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $37.4K 0.01% 0 Timeline EWW 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: 541 shares; 2024Q4: 540 shares; 2025Q1: 539 shares; 2025Q2: 539 shares; 2025Q3: 540 shares; 2025Q4: 539 shares 539 $37.4K 0.01% -1 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 943 shares 943 $37.2K 0.01% +843 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $37.2K 0.01% 0 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: 185 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares 264 $37.2K 0.01% 0 Timeline URTH 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $37.2K 0.01% 0 Timeline AMN AMN HEALTHCARE SVCS INC More: the full row for AMN HEALTHCARE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,647 shares; 2024Q4: 3,997 shares; 2025Q1: 3,997 shares; 2025Q2: 3,922 shares; 2025Q3: 2,802 shares; 2025Q4: 2,357 shares 2,357 $37.1K 0.01% -445 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 774 shares; 2025Q1: 506 shares; 2025Q2: 378 shares; 2025Q3: 342 shares; 2025Q4: 452 shares 452 $36.2K <0.01% +110 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 1,307 shares; 2025Q1: 1,307 shares; 2025Q2: 807 shares; 2025Q3: 807 shares; 2025Q4: 807 shares 807 $36.1K <0.01% 0 Timeline