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: not loaded; 2024Q4: 10,299 shares; 2025Q1: 78,378 shares; 2025Q2: 18,841 shares; 2025Q3: 19,038 shares; 2025Q4: 20,285 shares 20,285 $13.9M 2.81% +1,247 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: not loaded; 2024Q4: 126,179 shares; 2025Q1: 171,412 shares; 2025Q2: 49,111 shares; 2025Q3: 45,232 shares; 2025Q4: 48,128 shares 48,128 $13.1M 2.65% +2,896 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: not loaded; 2024Q4: 17,309 shares; 2025Q1: 83,271 shares; 2025Q2: 15,935 shares; 2025Q3: 15,867 shares; 2025Q4: 17,102 shares 17,102 $10.5M 2.13% +1,235 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: not loaded; 2024Q4: 15,818 shares; 2025Q1: 84,899 shares; 2025Q2: 23,242 shares; 2025Q3: 11,655 shares; 2025Q4: 13,285 shares 13,285 $9.06M 1.83% +1,630 Timeline ICSH 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 loaded; 2024Q4: 36,344 shares; 2025Q1: 78,939 shares; 2025Q2: 194,733 shares; 2025Q3: 163,858 shares; 2025Q4: 158,966 shares 158,966 $8.04M 1.63% -4,892 Timeline BUFB 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 loaded; 2024Q4: 60,213 shares; 2025Q1: 128,412 shares; 2025Q2: 149,668 shares; 2025Q3: 173,959 shares; 2025Q4: 216,226 shares 216,226 $7.92M 1.6% +42,267 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: not loaded; 2024Q4: 23,261 shares; 2025Q1: 60,535 shares; 2025Q2: 28,012 shares; 2025Q3: 13,855 shares; 2025Q4: 15,254 shares 15,254 $7.38M 1.49% +1,399 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: not loaded; 2024Q4: 7,292 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,936 shares; 2025Q4: 61,383 shares 61,383 $6.55M 1.33% -18,553 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: not loaded; 2024Q4: 119,942 shares; 2025Q1: 293,009 shares; 2025Q2: 72,700 shares; 2025Q3: 41,104 shares; 2025Q4: 35,090 shares 35,090 $6.54M 1.32% -6,014 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: not loaded; 2024Q4: 42,962 shares; 2025Q1: 96,925 shares; 2025Q2: 107,795 shares; 2025Q3: 110,305 shares; 2025Q4: 126,240 shares 126,240 $6.29M 1.27% +15,935 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,360 shares; 2025Q1: 38,151 shares; 2025Q2: 32,426 shares; 2025Q3: 29,870 shares; 2025Q4: 29,319 shares 29,319 $6.03M 1.22% -551 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,951 shares; 2025Q1: 43,503 shares; 2025Q2: 18,580 shares; 2025Q3: 9,228 shares; 2025Q4: 7,865 shares 7,865 $5.93M 1.2% -1,363 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: not loaded; 2024Q4: 4,746 shares; 2025Q1: 8,981 shares; 2025Q2: 5,053 shares; 2025Q3: 4,853 shares; 2025Q4: 5,221 shares 5,221 $5.61M 1.14% +368 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: not loaded; 2024Q4: 13,845 shares; 2025Q1: 129,868 shares; 2025Q2: 21,502 shares; 2025Q3: 24,792 shares; 2025Q4: 28,818 shares 28,818 $5.52M 1.12% +4,026 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: not loaded; 2024Q4: 19,941 shares; 2025Q1: 92,470 shares; 2025Q2: 52,984 shares; 2025Q3: 25,658 shares; 2025Q4: 26,663 shares 26,663 $5.52M 1.12% +1,005 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: not loaded; 2024Q4: 12,576 shares; 2025Q1: 32,227 shares; 2025Q2: 31,098 shares; 2025Q3: 33,256 shares; 2025Q4: 35,819 shares 35,819 $5.33M 1.08% +2,563 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: not loaded; 2024Q4: 56,179 shares; 2025Q1: 152,691 shares; 2025Q2: 20,878 shares; 2025Q3: 20,902 shares; 2025Q4: 21,073 shares 21,073 $4.86M 0.98% +171 Timeline SHV 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 loaded; 2024Q4: 19,570 shares; 2025Q1: 33,530 shares; 2025Q2: 88,422 shares; 2025Q3: 46,758 shares; 2025Q4: 42,175 shares 42,175 $4.65M 0.94% -4,583 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: not loaded; 2024Q4: 17,219 shares; 2025Q1: 37,662 shares; 2025Q2: 32,990 shares; 2025Q3: 33,243 shares; 2025Q4: 36,313 shares 36,313 $4.26M 0.86% +3,070 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: not loaded; 2024Q4: 32,202 shares; 2025Q1: 157,751 shares; 2025Q2: 92,536 shares; 2025Q3: 45,722 shares; 2025Q4: 48,219 shares 48,219 $4.2M 0.85% +2,497 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,505 shares; 2025Q2: 227,584 shares; 2025Q3: 88,794 shares; 2025Q4: 88,794 shares 88,794 $4.07M 0.82% 0 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: not loaded; 2024Q4: 39,595 shares; 2025Q1: 233,156 shares; 2025Q2: 55,159 shares; 2025Q3: 53,764 shares; 2025Q4: 57,268 shares 57,268 $4M 0.81% +3,504 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: not loaded; 2024Q4: 13,097 shares; 2025Q1: 32,740 shares; 2025Q2: 40,628 shares; 2025Q3: 41,803 shares; 2025Q4: 46,358 shares 46,358 $3.92M 0.79% +4,555 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,166 shares; 2025Q1: 133,948 shares; 2025Q2: 23,648 shares; 2025Q3: 13,270 shares; 2025Q4: 13,590 shares 13,590 $3.91M 0.79% +320 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: not loaded; 2024Q4: 7,952 shares; 2025Q1: 42,739 shares; 2025Q2: 5,630 shares; 2025Q3: 6,574 shares; 2025Q4: 7,605 shares 7,605 $3.82M 0.77% +1,031 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: not loaded; 2024Q4: 6,769 shares; 2025Q1: 19,457 shares; 2025Q2: 24,442 shares; 2025Q3: 11,708 shares; 2025Q4: 12,239 shares 12,239 $3.74M 0.76% +531 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: not loaded; 2024Q4: 4,397 shares; 2025Q1: 25,635 shares; 2025Q2: 17,082 shares; 2025Q3: 10,767 shares; 2025Q4: 11,126 shares 11,126 $3.73M 0.75% +359 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,340 shares; 2025Q1: 63,031 shares; 2025Q2: 56,384 shares; 2025Q3: 53,651 shares; 2025Q4: 56,732 shares 56,732 $3.69M 0.75% +3,081 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,530 shares; 2025Q1: 21,278 shares; 2025Q2: 31,652 shares; 2025Q3: 15,243 shares; 2025Q4: 16,500 shares 16,500 $3.63M 0.73% +1,257 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,135 shares; 2025Q1: 6,428 shares; 2025Q2: 6,251 shares; 2025Q3: 5,957 shares; 2025Q4: 6,440 shares 6,440 $3.56M 0.72% +483 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 74,986 shares; 2025Q2: 101,242 shares; 2025Q3: 121,702 shares; 2025Q4: 144,313 shares 144,313 $3.56M 0.72% +22,611 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,059 shares; 2025Q1: 27,638 shares; 2025Q2: 9,244 shares; 2025Q3: 4,950 shares; 2025Q4: 5,605 shares 5,605 $3.52M 0.71% +655 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: not loaded; 2024Q4: 4,690 shares; 2025Q1: 19,061 shares; 2025Q2: 32,648 shares; 2025Q3: 15,293 shares; 2025Q4: 16,561 shares 16,561 $3.51M 0.71% +1,268 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 57,499 shares; 2025Q2: 95,974 shares; 2025Q3: 50,060 shares; 2025Q4: 56,110 shares 56,110 $3.51M 0.71% +6,050 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,172 shares; 2025Q1: 169,257 shares; 2025Q2: 315,552 shares; 2025Q3: 212,066 shares; 2025Q4: 243,877 shares 243,877 $3.49M 0.71% +31,811 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: not loaded; 2024Q4: 7,359 shares; 2025Q1: 37,072 shares; 2025Q2: 6,408 shares; 2025Q3: 7,103 shares; 2025Q4: 8,467 shares 8,467 $3.36M 0.68% +1,364 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: not loaded; 2024Q4: 19,038 shares; 2025Q1: 42,159 shares; 2025Q2: 44,574 shares; 2025Q3: 22,064 shares; 2025Q4: 23,108 shares 23,108 $3.31M 0.67% +1,044 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67,136 shares; 2025Q1: 408,049 shares; 2025Q2: 118,213 shares; 2025Q3: 115,101 shares; 2025Q4: 131,818 shares 131,818 $3.27M 0.66% +16,717 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,597 shares; 2025Q4: 10,373 shares 10,373 $3.24M 0.66% +776 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: not loaded; 2024Q4: 997 shares; 2025Q1: 950 shares; 2025Q2: not reported; 2025Q3: 5,073 shares; 2025Q4: 5,602 shares 5,602 $3.19M 0.65% +529 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,570 shares; 2025Q4: 3,791 shares 3,791 $3.11M 0.63% +221 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: not loaded; 2024Q4: 13,681 shares; 2025Q1: 58,785 shares; 2025Q2: 79,238 shares; 2025Q3: 38,289 shares; 2025Q4: 41,275 shares 41,275 $3.04M 0.62% +2,986 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: not loaded; 2024Q4: 7,045 shares; 2025Q1: 28,858 shares; 2025Q2: 9,290 shares; 2025Q3: 11,002 shares; 2025Q4: 12,083 shares 12,083 $2.97M 0.6% +1,081 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: not loaded; 2024Q4: 20,487 shares; 2025Q1: 126,801 shares; 2025Q2: 8,224 shares; 2025Q3: 8,528 shares; 2025Q4: 9,446 shares 9,446 $2.96M 0.6% +918 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,685 shares; 2025Q4: 99,248 shares 99,248 $2.92M 0.59% +6,563 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: not loaded; 2024Q4: 6,678 shares; 2025Q1: 25,029 shares; 2025Q2: 7,276 shares; 2025Q3: 3,948 shares; 2025Q4: 4,177 shares 4,177 $2.76M 0.56% +229 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,841 shares; 2025Q1: 70,643 shares; 2025Q2: 82,106 shares; 2025Q3: 38,394 shares; 2025Q4: 42,725 shares 42,725 $2.76M 0.56% +4,331 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: not loaded; 2024Q4: 642 shares; 2025Q1: 22,686 shares; 2025Q2: 13,154 shares; 2025Q3: 7,294 shares; 2025Q4: 8,133 shares 8,133 $2.69M 0.54% +839 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: not loaded; 2024Q4: 16,035 shares; 2025Q1: 60,047 shares; 2025Q2: 89,304 shares; 2025Q3: 43,888 shares; 2025Q4: 48,847 shares 48,847 $2.63M 0.53% +4,959 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,438 shares; 2025Q4: 6,814 shares 6,814 $2.61M 0.53% +1,376 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: not loaded; 2024Q4: 6,120 shares; 2025Q1: 99,996 shares; 2025Q2: 10,174 shares; 2025Q3: 10,258 shares; 2025Q4: 12,021 shares 12,021 $2.55M 0.52% +1,763 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: not loaded; 2024Q4: 6,409 shares; 2025Q1: 30,055 shares; 2025Q2: 23,824 shares; 2025Q3: 26,316 shares; 2025Q4: 27,699 shares 27,699 $2.48M 0.5% +1,383 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,850 shares; 2025Q1: 275,390 shares; 2025Q2: 42,476 shares; 2025Q3: 21,087 shares; 2025Q4: 24,726 shares 24,726 $2.46M 0.5% +3,639 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: not loaded; 2024Q4: not reported; 2025Q1: 45,880 shares; 2025Q2: 50,822 shares; 2025Q3: 51,155 shares; 2025Q4: 64,939 shares 64,939 $2.39M 0.48% +13,784 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: not loaded; 2024Q4: 13,487 shares; 2025Q1: 77,951 shares; 2025Q2: 7,827 shares; 2025Q3: 7,699 shares; 2025Q4: 7,488 shares 7,488 $2.34M 0.47% -211 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,944 shares; 2025Q1: 61,106 shares; 2025Q2: 44,324 shares; 2025Q3: 29,319 shares; 2025Q4: 31,154 shares 31,154 $2.31M 0.47% +1,835 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: not loaded; 2024Q4: 4,958 shares; 2025Q1: 59,629 shares; 2025Q2: 9,184 shares; 2025Q3: 4,682 shares; 2025Q4: 4,720 shares 4,720 $2.27M 0.46% +38 Timeline DFAU 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: not loaded; 2024Q4: not reported; 2025Q1: 19,246 shares; 2025Q2: 10,806 shares; 2025Q3: 11,028 shares; 2025Q4: 47,473 shares 47,473 $2.22M 0.45% +36,445 Timeline FMDE 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 loaded; 2024Q4: not reported; 2025Q1: 20,543 shares; 2025Q2: 46,573 shares; 2025Q3: 53,385 shares; 2025Q4: 60,750 shares 60,750 $2.21M 0.45% +7,365 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,837 shares; 2025Q4: 43,201 shares 43,201 $2.18M 0.44% +8,364 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: not loaded; 2024Q4: 4,371 shares; 2025Q1: 32,275 shares; 2025Q2: 11,160 shares; 2025Q3: 5,087 shares; 2025Q4: 14,862 shares 14,862 $2.14M 0.43% +9,775 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: not loaded; 2024Q4: 16,238 shares; 2025Q1: 114,018 shares; 2025Q2: 62,996 shares; 2025Q3: 27,083 shares; 2025Q4: 34,668 shares 34,668 $2.09M 0.42% +7,585 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,710 shares; 2025Q4: 42,262 shares 42,262 $2.08M 0.42% +10,552 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: not loaded; 2024Q4: 11,823 shares; 2025Q1: 20,945 shares; 2025Q2: 10,758 shares; 2025Q3: 6,061 shares; 2025Q4: 6,393 shares 6,393 $2.06M 0.42% +332 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: not loaded; 2024Q4: 1,321 shares; 2025Q1: 43,811 shares; 2025Q2: 12,006 shares; 2025Q3: 5,740 shares; 2025Q4: 7,079 shares 7,079 $2.05M 0.42% +1,339 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: not loaded; 2024Q4: 10,147 shares; 2025Q1: 33,140 shares; 2025Q2: 22,672 shares; 2025Q3: 21,519 shares; 2025Q4: 24,720 shares 24,720 $2.05M 0.41% +3,201 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,961 shares; 2025Q1: 64,638 shares; 2025Q2: 85,626 shares; 2025Q3: 43,539 shares; 2025Q4: 47,944 shares 47,944 $2.01M 0.41% +4,405 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,841 shares; 2025Q1: 97,469 shares; 2025Q2: 18,816 shares; 2025Q3: 18,375 shares; 2025Q4: 20,392 shares 20,392 $2M 0.41% +2,017 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,080 shares; 2025Q1: 10,115 shares; 2025Q2: 43,734 shares; 2025Q3: 48,883 shares; 2025Q4: 68,007 shares 68,007 $1.86M 0.38% +19,124 Timeline NAPR 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 loaded; 2024Q4: 13,923 shares; 2025Q1: 22,611 shares; 2025Q2: 27,866 shares; 2025Q3: 29,026 shares; 2025Q4: 34,274 shares 34,274 $1.84M 0.37% +5,248 Timeline DFAI 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: not loaded; 2024Q4: not reported; 2025Q1: 46,247 shares; 2025Q2: 42,094 shares; 2025Q3: 44,507 shares; 2025Q4: 47,038 shares 47,038 $1.79M 0.36% +2,531 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: not loaded; 2024Q4: 4,594 shares; 2025Q1: 32,672 shares; 2025Q2: 39,086 shares; 2025Q3: 22,825 shares; 2025Q4: 23,750 shares 23,750 $1.79M 0.36% +925 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,298 shares; 2025Q2: 21,342 shares; 2025Q3: 27,624 shares; 2025Q4: 33,131 shares 33,131 $1.79M 0.36% +5,507 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: not loaded; 2024Q4: 26,334 shares; 2025Q1: 411,884 shares; 2025Q2: 80,906 shares; 2025Q3: 53,287 shares; 2025Q4: 62,745 shares 62,745 $1.72M 0.35% +9,458 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,587 shares; 2025Q4: 66,106 shares 66,106 $1.69M 0.34% +8,519 Timeline BJAN 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 loaded; 2024Q4: not reported; 2025Q1: 38,721 shares; 2025Q2: 4,525 shares; 2025Q3: 9,303 shares; 2025Q4: 30,289 shares 30,289 $1.67M 0.34% +20,986 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: not loaded; 2024Q4: 8,648 shares; 2025Q1: 11,275 shares; 2025Q2: 4,980 shares; 2025Q3: 5,017 shares; 2025Q4: 4,767 shares 4,767 $1.65M 0.33% -250 Timeline INTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 42,561 shares; 2025Q2: 90,736 shares; 2025Q3: 49,265 shares; 2025Q4: 56,797 shares 56,797 $1.59M 0.32% +7,532 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: not loaded; 2024Q4: 6,914 shares; 2025Q1: 17,511 shares; 2025Q2: 18,597 shares; 2025Q3: 20,894 shares; 2025Q4: 22,441 shares 22,441 $1.57M 0.32% +1,547 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,228 shares; 2025Q1: 59,099 shares; 2025Q2: 29,096 shares; 2025Q3: 28,370 shares; 2025Q4: 35,860 shares 35,860 $1.56M 0.32% +7,490 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: not loaded; 2024Q4: 41,754 shares; 2025Q1: 50,911 shares; 2025Q2: 8,121 shares; 2025Q3: 9,455 shares; 2025Q4: 9,941 shares 9,941 $1.52M 0.31% +486 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 53,710 shares; 2025Q2: 62,772 shares; 2025Q3: 40,356 shares; 2025Q4: 46,362 shares 46,362 $1.51M 0.31% +6,006 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: not loaded; 2024Q4: not reported; 2025Q1: 32,351 shares; 2025Q2: 17,796 shares; 2025Q3: 19,921 shares; 2025Q4: 22,154 shares 22,154 $1.49M 0.3% +2,233 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: not loaded; 2024Q4: 49,321 shares; 2025Q1: 82,958 shares; 2025Q2: 24,772 shares; 2025Q3: 12,749 shares; 2025Q4: 13,332 shares 13,332 $1.49M 0.3% +583 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: not loaded; 2024Q4: 6,844 shares; 2025Q1: 33,892 shares; 2025Q2: 27,224 shares; 2025Q3: 26,655 shares; 2025Q4: 27,962 shares 27,962 $1.48M 0.3% +1,307 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: not loaded; 2024Q4: 8,688 shares; 2025Q1: 11,375 shares; 2025Q2: 5,626 shares; 2025Q3: 3,400 shares; 2025Q4: 3,268 shares 3,268 $1.47M 0.3% -132 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: not loaded; 2024Q4: 6,120 shares; 2025Q1: 55,276 shares; 2025Q2: 23,460 shares; 2025Q3: 16,825 shares; 2025Q4: 26,741 shares 26,741 $1.46M 0.3% +9,916 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: not loaded; 2024Q4: 14,090 shares; 2025Q1: 66,497 shares; 2025Q2: 5,425 shares; 2025Q3: 5,178 shares; 2025Q4: 6,343 shares 6,343 $1.45M 0.29% +1,165 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21,420 shares; 2025Q2: 87,508 shares; 2025Q3: 51,934 shares; 2025Q4: 57,679 shares 57,679 $1.43M 0.29% +5,745 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: not loaded; 2024Q4: 2,096 shares; 2025Q1: 52,030 shares; 2025Q2: 12,233 shares; 2025Q3: 9,745 shares; 2025Q4: 11,505 shares 11,505 $1.42M 0.29% +1,760 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,632 shares; 2025Q1: 38,930 shares; 2025Q2: 7,828 shares; 2025Q3: 7,509 shares; 2025Q4: 8,100 shares 8,100 $1.41M 0.29% +591 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,700 shares; 2025Q1: 7,587 shares; 2025Q2: 10,863 shares; 2025Q3: 13,120 shares; 2025Q4: 13,573 shares 13,573 $1.41M 0.29% +453 Timeline XBJL 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 loaded; 2024Q4: 17,468 shares; 2025Q1: 29,372 shares; 2025Q2: 32,156 shares; 2025Q3: 29,845 shares; 2025Q4: 36,909 shares 36,909 $1.41M 0.29% +7,064 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,361 shares; 2025Q1: 176,994 shares; 2025Q2: 12,715 shares; 2025Q3: 13,782 shares; 2025Q4: 13,947 shares 13,947 $1.39M 0.28% +165 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: not loaded; 2024Q4: 4,162 shares; 2025Q1: 25,632 shares; 2025Q2: 11,072 shares; 2025Q3: 5,478 shares; 2025Q4: 6,257 shares 6,257 $1.38M 0.28% +779 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 24,325 shares; 2025Q2: 26,808 shares; 2025Q3: 26,448 shares; 2025Q4: 27,948 shares 27,948 $1.35M 0.27% +1,500 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,076 shares; 2025Q1: 20,501 shares; 2025Q2: 7,879 shares; 2025Q3: 9,008 shares; 2025Q4: 10,683 shares 10,683 $1.31M 0.27% +1,675 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,473 shares; 2025Q1: 47,772 shares; 2025Q2: 22,540 shares; 2025Q3: 24,458 shares; 2025Q4: 32,505 shares 32,505 $1.31M 0.26% +8,047 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,389 shares; 2025Q1: 8,330 shares; 2025Q2: 4,956 shares; 2025Q3: 4,738 shares; 2025Q4: 4,338 shares 4,338 $1.31M 0.26% -400 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: not loaded; 2024Q4: 6,715 shares; 2025Q1: 78,342 shares; 2025Q2: 14,335 shares; 2025Q3: 14,501 shares; 2025Q4: 19,157 shares 19,157 $1.26M 0.26% +4,656 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: not loaded; 2024Q4: 19,306 shares; 2025Q1: 331,156 shares; 2025Q2: 13,299 shares; 2025Q3: 14,416 shares; 2025Q4: 21,773 shares 21,773 $1.25M 0.25% +7,357 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,212 shares; 2025Q3: 9,905 shares; 2025Q4: 11,227 shares 11,227 $1.23M 0.25% +1,322 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,164 shares; 2025Q1: 119,230 shares; 2025Q2: 18,008 shares; 2025Q3: 9,189 shares; 2025Q4: 9,185 shares 9,185 $1.23M 0.25% -4 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,449 shares; 2025Q1: 296,381 shares; 2025Q2: 49,576 shares; 2025Q3: 24,921 shares; 2025Q4: 29,699 shares 29,699 $1.21M 0.24% +4,778 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: not loaded; 2024Q4: 9,766 shares; 2025Q1: 20,224 shares; 2025Q2: 2,942 shares; 2025Q3: 3,478 shares; 2025Q4: 3,496 shares 3,496 $1.2M 0.24% +18 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: not loaded; 2024Q4: not reported; 2025Q1: 20,437 shares; 2025Q2: 25,343 shares; 2025Q3: 28,569 shares; 2025Q4: 35,873 shares 35,873 $1.2M 0.24% +7,304 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,385 shares; 2025Q1: 37,190 shares; 2025Q2: 4,242 shares; 2025Q3: 3,299 shares; 2025Q4: 4,126 shares 4,126 $1.18M 0.24% +827 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 29,012 shares; 2025Q2: 21,715 shares; 2025Q3: 21,992 shares; 2025Q4: 25,414 shares 25,414 $1.17M 0.24% +3,422 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,273 shares; 2025Q1: 183,023 shares; 2025Q2: 30,106 shares; 2025Q3: 13,977 shares; 2025Q4: 14,480 shares 14,480 $1.16M 0.24% +503 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,696 shares; 2025Q4: 45,847 shares 45,847 $1.14M 0.23% +5,151 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,805 shares; 2025Q4: 44,627 shares 44,627 $1.14M 0.23% +12,822 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: not loaded; 2024Q4: 13,594 shares; 2025Q1: 85,452 shares; 2025Q2: 10,385 shares; 2025Q3: 9,741 shares; 2025Q4: 10,308 shares 10,308 $1.14M 0.23% +567 Timeline QFLR 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 loaded; 2024Q4: not reported; 2025Q1: 17,552 shares; 2025Q2: 21,895 shares; 2025Q3: 22,526 shares; 2025Q4: 33,033 shares 33,033 $1.13M 0.23% +10,507 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,352 shares; 2025Q4: 32,819 shares 32,819 $1.13M 0.23% +11,467 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: not loaded; 2024Q4: 9,046 shares; 2025Q1: 13,763 shares; 2025Q2: 10,298 shares; 2025Q3: 5,904 shares; 2025Q4: 6,043 shares 6,043 $1.11M 0.22% +139 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,709 shares; 2025Q1: 61,995 shares; 2025Q2: 11,948 shares; 2025Q3: 11,658 shares; 2025Q4: 10,668 shares 10,668 $1.09M 0.22% -990 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,716 shares; 2025Q1: 42,711 shares; 2025Q2: 84,590 shares; 2025Q3: 30,443 shares; 2025Q4: 43,416 shares 43,416 $1.09M 0.22% +12,973 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: not loaded; 2024Q4: 7,463 shares; 2025Q1: 10,608 shares; 2025Q2: 2,172 shares; 2025Q3: 3,228 shares; 2025Q4: 3,643 shares 3,643 $1.08M 0.22% +415 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,166 shares; 2025Q1: 12,579 shares; 2025Q2: 13,081 shares; 2025Q3: 11,620 shares; 2025Q4: 12,731 shares 12,731 $1.03M 0.21% +1,111 Timeline SPSB 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 loaded; 2024Q4: 14,603 shares; 2025Q1: 31,851 shares; 2025Q2: 72,954 shares; 2025Q3: 30,980 shares; 2025Q4: 32,627 shares 32,627 $985K 0.2% +1,647 Timeline XBJA 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 loaded; 2024Q4: 12,921 shares; 2025Q1: 23,368 shares; 2025Q2: 23,699 shares; 2025Q3: 24,449 shares; 2025Q4: 30,597 shares 30,597 $978K 0.2% +6,148 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 58,402 shares; 2025Q2: 35,486 shares; 2025Q3: 20,198 shares; 2025Q4: 20,034 shares 20,034 $968K 0.2% -164 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,096 shares; 2025Q1: 48,874 shares; 2025Q2: 17,633 shares; 2025Q3: 13,184 shares; 2025Q4: 16,758 shares 16,758 $966K 0.2% +3,574 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: not loaded; 2024Q4: not reported; 2025Q1: 10,400 shares; 2025Q2: 14,239 shares; 2025Q3: 16,583 shares; 2025Q4: 19,343 shares 19,343 $965K 0.2% +2,760 Timeline NOCT 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 loaded; 2024Q4: 5,081 shares; 2025Q1: 9,308 shares; 2025Q2: 11,148 shares; 2025Q3: 14,582 shares; 2025Q4: 16,629 shares 16,629 $963K 0.19% +2,047 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,588 shares; 2025Q1: 6,580 shares; 2025Q2: not reported; 2025Q3: 16,069 shares; 2025Q4: 19,160 shares 19,160 $959K 0.19% +3,091 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 52,146 shares; 2025Q2: 4,108 shares; 2025Q3: 6,589 shares; 2025Q4: 9,953 shares 9,953 $956K 0.19% +3,364 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: not loaded; 2024Q4: 1,107 shares; 2025Q1: 4,200 shares; 2025Q2: 2,348 shares; 2025Q3: 1,471 shares; 2025Q4: 1,959 shares 1,959 $956K 0.19% +488 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,747 shares; 2025Q1: 365,427 shares; 2025Q2: 52,772 shares; 2025Q3: 54,380 shares; 2025Q4: 62,261 shares 62,261 $950K 0.19% +7,881 Timeline SHOC EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,507 shares; 2025Q2: 14,756 shares; 2025Q3: 14,049 shares; 2025Q4: 13,755 shares 13,755 $944K 0.19% -294 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: not loaded; 2024Q4: 5,960 shares; 2025Q1: 7,776 shares; 2025Q2: 11,320 shares; 2025Q3: 6,128 shares; 2025Q4: 6,467 shares 6,467 $928K 0.19% +339 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: not loaded; 2024Q4: 8,367 shares; 2025Q1: 55,853 shares; 2025Q2: 9,276 shares; 2025Q3: 8,356 shares; 2025Q4: 8,402 shares 8,402 $927K 0.19% +46 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: not loaded; 2024Q4: 6,034 shares; 2025Q1: 60,556 shares; 2025Q2: 10,954 shares; 2025Q3: 8,010 shares; 2025Q4: 20,669 shares 20,669 $924K 0.19% +12,659 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: not loaded; 2024Q4: 2,856 shares; 2025Q1: 19,855 shares; 2025Q2: 1,481 shares; 2025Q3: 1,532 shares; 2025Q4: 1,603 shares 1,603 $919K 0.19% +71 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,078 shares; 2025Q1: 16,320 shares; 2025Q2: 4,696 shares; 2025Q3: 2,420 shares; 2025Q4: 2,611 shares 2,611 $916K 0.19% +191 Timeline NJUL 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 loaded; 2024Q4: 4,481 shares; 2025Q1: 10,272 shares; 2025Q2: 11,075 shares; 2025Q3: 11,795 shares; 2025Q4: 12,309 shares 12,309 $894K 0.18% +514 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: not loaded; 2024Q4: 30,869 shares; 2025Q1: 150,038 shares; 2025Q2: 18,207 shares; 2025Q3: 25,371 shares; 2025Q4: 28,828 shares 28,828 $893K 0.18% +3,457 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,046 shares; 2025Q2: 4,030 shares; 2025Q3: 4,726 shares; 2025Q4: 5,774 shares 5,774 $887K 0.18% +1,048 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: not loaded; 2024Q4: 25,893 shares; 2025Q1: 155,385 shares; 2025Q2: 24,389 shares; 2025Q3: 24,392 shares; 2025Q4: 24,392 shares 24,392 $884K 0.18% 0 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 74,177 shares; 2025Q2: not reported; 2025Q3: 4,200 shares; 2025Q4: 17,452 shares 17,452 $863K 0.17% +13,252 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,459 shares; 2025Q3: 3,341 shares; 2025Q4: 5,087 shares 5,087 $863K 0.17% +1,746 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,231 shares; 2025Q3: 17,767 shares; 2025Q4: 18,385 shares 18,385 $859K 0.17% +618 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: not loaded; 2024Q4: 58,729 shares; 2025Q1: 38,094 shares; 2025Q2: 7,217 shares; 2025Q3: 5,548 shares; 2025Q4: 7,065 shares 7,065 $850K 0.17% +1,517 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: not loaded; 2024Q4: 10,094 shares; 2025Q1: 6,616 shares; 2025Q2: 1,784 shares; 2025Q3: 1,109 shares; 2025Q4: 4,353 shares 4,353 $849K 0.17% +3,244 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 loaded; 2024Q4: not reported; 2025Q1: 43,431 shares; 2025Q2: 16,038 shares; 2025Q3: 19,066 shares; 2025Q4: 18,221 shares 18,221 $848K 0.17% -845 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 loaded; 2024Q4: not reported; 2025Q1: 7,728 shares; 2025Q2: 6,388 shares; 2025Q3: 8,013 shares; 2025Q4: 10,370 shares 10,370 $842K 0.17% +2,357 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,393 shares; 2025Q1: 4,331 shares; 2025Q2: 2,542 shares; 2025Q3: 3,014 shares; 2025Q4: 2,538 shares 2,538 $831K 0.17% -476 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: not loaded; 2024Q4: 9,703 shares; 2025Q1: 75,620 shares; 2025Q2: 9,766 shares; 2025Q3: 14,165 shares; 2025Q4: 15,138 shares 15,138 $817K 0.17% +973 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 34,173 shares; 2025Q2: 8,930 shares; 2025Q3: 10,543 shares; 2025Q4: 13,410 shares 13,410 $815K 0.16% +2,867 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: not loaded; 2024Q4: not reported; 2025Q1: 26,825 shares; 2025Q2: 51,084 shares; 2025Q3: 23,139 shares; 2025Q4: 25,092 shares 25,092 $811K 0.16% +1,953 Timeline SPLB 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 loaded; 2024Q4: not reported; 2025Q1: 29,191 shares; 2025Q2: 59,854 shares; 2025Q3: 32,707 shares; 2025Q4: 35,552 shares 35,552 $803K 0.16% +2,845 Timeline ZDEK 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 loaded; 2024Q4: not reported; 2025Q1: 34,660 shares; 2025Q2: 14,202 shares; 2025Q3: 14,800 shares; 2025Q4: 31,013 shares 31,013 $798K 0.16% +16,213 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,986 shares; 2025Q2: 20,199 shares; 2025Q3: 22,073 shares; 2025Q4: 30,131 shares 30,131 $794K 0.16% +8,058 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: not loaded; 2024Q4: 6,038 shares; 2025Q1: 11,377 shares; 2025Q2: 5,800 shares; 2025Q3: 5,036 shares; 2025Q4: 4,934 shares 4,934 $792K 0.16% -102 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: not loaded; 2024Q4: not reported; 2025Q1: 21,522 shares; 2025Q2: 8,667 shares; 2025Q3: 8,749 shares; 2025Q4: 8,117 shares 8,117 $781K 0.16% -632 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: not loaded; 2024Q4: 4,508 shares; 2025Q1: 37,435 shares; 2025Q2: 10,137 shares; 2025Q3: 8,423 shares; 2025Q4: 7,783 shares 7,783 $781K 0.16% -640 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,520 shares; 2025Q1: 11,904 shares; 2025Q2: 15,576 shares; 2025Q3: 9,127 shares; 2025Q4: 10,021 shares 10,021 $780K 0.16% +894 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: not loaded; 2024Q4: 6,500 shares; 2025Q1: 17,310 shares; 2025Q2: 1,744 shares; 2025Q3: 2,174 shares; 2025Q4: 2,518 shares 2,518 $776K 0.16% +344 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 17,014 shares; 2025Q2: 15,981 shares; 2025Q3: 15,206 shares; 2025Q4: 15,206 shares 15,206 $774K 0.16% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,458 shares; 2025Q1: 23,116 shares; 2025Q2: 1,461 shares; 2025Q3: 3,264 shares; 2025Q4: 3,611 shares 3,611 $773K 0.16% +347 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,362 shares; 2025Q1: 8,435 shares; 2025Q2: 8,956 shares; 2025Q3: 10,843 shares; 2025Q4: 10,082 shares 10,082 $769K 0.16% -761 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: not loaded; 2024Q4: 2,168 shares; 2025Q1: 5,423 shares; 2025Q2: 901 shares; 2025Q3: 921 shares; 2025Q4: 876 shares 876 $756K 0.15% -45 Timeline FESM 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 loaded; 2024Q4: not reported; 2025Q1: 16,050 shares; 2025Q2: 15,079 shares; 2025Q3: 15,593 shares; 2025Q4: 19,972 shares 19,972 $755K 0.15% +4,379 Timeline GMOM CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,726 shares; 2025Q1: 20,767 shares; 2025Q2: 20,642 shares; 2025Q3: 17,667 shares; 2025Q4: 22,388 shares 22,388 $751K 0.15% +4,721 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,163 shares; 2025Q4: 23,712 shares 23,712 $750K 0.15% +10,549 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: not loaded; 2024Q4: 1,489 shares; 2025Q1: 5,451 shares; 2025Q2: 5,035 shares; 2025Q3: 4,774 shares; 2025Q4: 4,432 shares 4,432 $744K 0.15% -342 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,293 shares; 2025Q4: 5,888 shares 5,888 $741K 0.15% +2,595 Timeline NJAN 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 loaded; 2024Q4: 4,715 shares; 2025Q1: 11,243 shares; 2025Q2: 11,053 shares; 2025Q3: 12,690 shares; 2025Q4: 13,430 shares 13,430 $738K 0.15% +740 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,127 shares; 2025Q1: 26,890 shares; 2025Q2: 53,774 shares; 2025Q3: 21,182 shares; 2025Q4: 24,725 shares 24,725 $737K 0.15% +3,543 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,016 shares; 2025Q1: 9,093 shares; 2025Q2: 17,200 shares; 2025Q3: 9,418 shares; 2025Q4: 10,367 shares 10,367 $721K 0.15% +949 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: not loaded; 2024Q4: 2,377 shares; 2025Q1: 25,536 shares; 2025Q2: 4,524 shares; 2025Q3: 3,334 shares; 2025Q4: 3,681 shares 3,681 $703K 0.14% +347 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 29,828 shares; 2025Q2: 12,124 shares; 2025Q3: 12,200 shares; 2025Q4: 9,711 shares 9,711 $694K 0.14% -2,489 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: not loaded; 2024Q4: 13,793 shares; 2025Q1: 64,615 shares; 2025Q2: 9,808 shares; 2025Q3: 4,579 shares; 2025Q4: 5,410 shares 5,410 $691K 0.14% +831 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,012 shares; 2025Q1: 35,475 shares; 2025Q2: 5,198 shares; 2025Q3: 2,737 shares; 2025Q4: 3,884 shares 3,884 $690K 0.14% +1,147 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: not loaded; 2024Q4: 505 shares; 2025Q1: 7,470 shares; 2025Q2: 886 shares; 2025Q3: 1,491 shares; 2025Q4: 1,970 shares 1,970 $690K 0.14% +479 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: not loaded; 2024Q4: 891 shares; 2025Q1: 1,854 shares; 2025Q2: 3,430 shares; 2025Q3: 1,983 shares; 2025Q4: 2,276 shares 2,276 $688K 0.14% +293 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,504 shares; 2025Q2: 3,796 shares; 2025Q3: 2,990 shares; 2025Q4: 3,711 shares 3,711 $687K 0.14% +721 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: not loaded; 2024Q4: 2,856 shares; 2025Q1: 750 shares; 2025Q2: 593 shares; 2025Q3: 567 shares; 2025Q4: 781 shares 781 $687K 0.14% +214 Timeline LQDH 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: not loaded; 2024Q4: 8,800 shares; 2025Q1: 47,445 shares; 2025Q2: 10,204 shares; 2025Q3: 8,897 shares; 2025Q4: 7,244 shares 7,244 $676K 0.14% -1,653 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,469 shares; 2025Q1: 826 shares; 2025Q2: 755 shares; 2025Q3: 1,029 shares; 2025Q4: 1,959 shares 1,959 $672K 0.14% +930 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: not loaded; 2024Q4: 1,002 shares; 2025Q1: 2,834 shares; 2025Q2: 3,756 shares; 2025Q3: 2,127 shares; 2025Q4: 2,386 shares 2,386 $666K 0.13% +259 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,343 shares; 2025Q2: 6,674 shares; 2025Q3: 7,824 shares; 2025Q4: 9,418 shares 9,418 $656K 0.13% +1,594 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: not loaded; 2024Q4: 7,785 shares; 2025Q1: 4,934 shares; 2025Q2: 2,667 shares; 2025Q3: 4,458 shares; 2025Q4: 5,347 shares 5,347 $650K 0.13% +889 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: not loaded; 2024Q4: 6,081 shares; 2025Q1: 12,842 shares; 2025Q2: 17,888 shares; 2025Q3: 6,063 shares; 2025Q4: 8,809 shares 8,809 $648K 0.13% +2,746 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: not loaded; 2024Q4: not reported; 2025Q1: 20,220 shares; 2025Q2: 13,296 shares; 2025Q3: 9,476 shares; 2025Q4: 10,239 shares 10,239 $640K 0.13% +763 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: not loaded; 2024Q4: 1,105 shares; 2025Q1: 5,641 shares; 2025Q2: 1,277 shares; 2025Q3: 1,315 shares; 2025Q4: 1,321 shares 1,321 $625K 0.13% +6 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,930 shares; 2025Q4: 21,119 shares 21,119 $623K 0.13% +6,189 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,606 shares; 2025Q4: 27,096 shares 27,096 $621K 0.13% +9,490 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: not loaded; 2024Q4: 1,889 shares; 2025Q1: 15,092 shares; 2025Q2: 4,768 shares; 2025Q3: 3,382 shares; 2025Q4: 3,993 shares 3,993 $619K 0.13% +611 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: not loaded; 2024Q4: not reported; 2025Q1: 6,292 shares; 2025Q2: 4,701 shares; 2025Q3: 7,980 shares; 2025Q4: 10,570 shares 10,570 $619K 0.13% +2,590 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,735 shares; 2025Q1: 71,357 shares; 2025Q2: 22,849 shares; 2025Q3: 21,623 shares; 2025Q4: 12,854 shares 12,854 $617K 0.12% -8,769 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: not loaded; 2024Q4: not reported; 2025Q1: 2,508 shares; 2025Q2: 1,756 shares; 2025Q3: 2,772 shares; 2025Q4: 2,452 shares 2,452 $614K 0.12% -320 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: not loaded; 2024Q4: 7,145 shares; 2025Q1: 80,720 shares; 2025Q2: 4,270 shares; 2025Q3: 4,995 shares; 2025Q4: 5,334 shares 5,334 $607K 0.12% +339 Timeline AIRJ AIRJOULE TECHNOLOGIES CORP More: the full row for AIRJOULE TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153,214 shares 153,214 $604K 0.12% new Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19,978 shares; 2025Q2: 6,419 shares; 2025Q3: 11,057 shares; 2025Q4: 16,925 shares 16,925 $603K 0.12% +5,868 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,956 shares; 2025Q3: 2,679 shares; 2025Q4: 3,209 shares 3,209 $596K 0.12% +530 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,960 shares; 2025Q2: 5,820 shares; 2025Q3: 5,890 shares; 2025Q4: 7,677 shares 7,677 $595K 0.12% +1,787 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: not loaded; 2024Q4: 2,162 shares; 2025Q1: 17,829 shares; 2025Q2: 4,846 shares; 2025Q3: 4,871 shares; 2025Q4: 4,889 shares 4,889 $588K 0.12% +18 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,266 shares; 2025Q3: 2,394 shares; 2025Q4: 3,330 shares 3,330 $584K 0.12% +936 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,683 shares 2,683 $583K 0.12% new Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,278 shares 7,278 $583K 0.12% new 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: not loaded; 2024Q4: 6,691 shares; 2025Q1: 2,692 shares; 2025Q2: 6,224 shares; 2025Q3: 3,980 shares; 2025Q4: 4,512 shares 4,512 $582K 0.12% +532 Timeline DFAE 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: not loaded; 2024Q4: not reported; 2025Q1: 17,842 shares; 2025Q2: 17,692 shares; 2025Q3: 17,688 shares; 2025Q4: 17,832 shares 17,832 $581K 0.12% +144 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,560 shares; 2025Q4: 7,366 shares 7,366 $580K 0.12% +1,806 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: not loaded; 2024Q4: 5,015 shares; 2025Q1: 10,332 shares; 2025Q2: 9,057 shares; 2025Q3: 7,651 shares; 2025Q4: 8,014 shares 8,014 $579K 0.12% +363 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: not loaded; 2024Q4: 1,454 shares; 2025Q1: 11,824 shares; 2025Q2: 4,730 shares; 2025Q3: 2,612 shares; 2025Q4: 3,714 shares 3,714 $575K 0.12% +1,102 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 31,082 shares; 2025Q2: 5,957 shares; 2025Q3: 8,844 shares; 2025Q4: 10,489 shares 10,489 $574K 0.12% +1,645 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,335 shares; 2025Q1: not reported; 2025Q2: 3,568 shares; 2025Q3: 2,655 shares; 2025Q4: 3,551 shares 3,551 $573K 0.12% +896 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16,987 shares; 2025Q2: 18,264 shares; 2025Q3: 18,522 shares; 2025Q4: 19,696 shares 19,696 $572K 0.12% +1,174 Timeline IEUR 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 loaded; 2024Q4: not reported; 2025Q1: 6,546 shares; 2025Q2: 8,668 shares; 2025Q3: 9,307 shares; 2025Q4: 8,033 shares 8,033 $570K 0.12% -1,274 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,676 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,514 shares; 2025Q4: 8,741 shares 8,741 $563K 0.11% +1,227 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 315 shares; 2025Q3: 569 shares; 2025Q4: 727 shares 727 $557K 0.11% +158 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: not loaded; 2024Q4: not reported; 2025Q1: 20,220 shares; 2025Q2: 15,460 shares; 2025Q3: 9,503 shares; 2025Q4: 10,257 shares 10,257 $551K 0.11% +754 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,307 shares 13,307 $551K 0.11% new 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: not loaded; 2024Q4: not reported; 2025Q1: 28,014 shares; 2025Q2: 7,216 shares; 2025Q3: 4,198 shares; 2025Q4: 4,357 shares 4,357 $549K 0.11% +159 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: not loaded; 2024Q4: 26,890 shares; 2025Q1: 149,226 shares; 2025Q2: 7,021 shares; 2025Q3: 8,910 shares; 2025Q4: 9,774 shares 9,774 $538K 0.11% +864 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,049 shares; 2025Q4: 5,851 shares 5,851 $535K 0.11% +1,802 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,940 shares; 2025Q2: 4,882 shares; 2025Q3: 5,202 shares; 2025Q4: 5,135 shares 5,135 $527K 0.11% -67 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,365 shares 6,365 $527K 0.11% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,323 shares; 2025Q4: 3,612 shares 3,612 $520K 0.11% +2,289 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,434 shares 15,434 $514K 0.1% new Timeline FCLD 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 loaded; 2024Q4: not reported; 2025Q1: 15,114 shares; 2025Q2: 17,794 shares; 2025Q3: 18,035 shares; 2025Q4: 17,048 shares 17,048 $507K 0.1% -987 Timeline XDQQ 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 loaded; 2024Q4: not reported; 2025Q1: 11,126 shares; 2025Q2: 10,738 shares; 2025Q3: 12,833 shares; 2025Q4: 12,811 shares 12,811 $507K 0.1% -22 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,592 shares; 2025Q1: 112,658 shares; 2025Q2: 10,285 shares; 2025Q3: 10,170 shares; 2025Q4: 10,170 shares 10,170 $504K 0.1% 0 Timeline STXD EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 24,415 shares; 2025Q2: 15,166 shares; 2025Q3: 13,514 shares; 2025Q4: 13,601 shares 13,601 $504K 0.1% +87 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: not loaded; 2024Q4: 14,300 shares; 2025Q1: 9,350 shares; 2025Q2: 8,542 shares; 2025Q3: 3,818 shares; 2025Q4: 3,486 shares 3,486 $500K 0.1% -332 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19,852 shares; 2025Q2: 6,329 shares; 2025Q3: 9,727 shares; 2025Q4: 14,417 shares 14,417 $500K 0.1% +4,690 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: not loaded; 2024Q4: 429 shares; 2025Q1: 14,937 shares; 2025Q2: 770 shares; 2025Q3: 729 shares; 2025Q4: 746 shares 746 $495K 0.1% +17 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,390 shares; 2025Q4: 17,228 shares 17,228 $494K 0.1% +6,838 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 loaded; 2024Q4: not reported; 2025Q1: 3,940 shares; 2025Q2: 4,224 shares; 2025Q3: 2,327 shares; 2025Q4: 2,849 shares 2,849 $488K 0.1% +522 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: not loaded; 2024Q4: not reported; 2025Q1: 16,725 shares; 2025Q2: 7,079 shares; 2025Q3: 4,567 shares; 2025Q4: 2,452 shares 2,452 $487K 0.1% -2,115 Timeline ISCG 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 loaded; 2024Q4: not reported; 2025Q1: 6,296 shares; 2025Q2: 7,618 shares; 2025Q3: 7,850 shares; 2025Q4: 8,734 shares 8,734 $484K 0.1% +884 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,531 shares; 2025Q1: 9,419 shares; 2025Q2: 8,228 shares; 2025Q3: 8,497 shares; 2025Q4: 10,270 shares 10,270 $483K 0.1% +1,773 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,479 shares; 2025Q2: 4,917 shares; 2025Q3: 4,598 shares; 2025Q4: 5,093 shares 5,093 $471K 0.1% +495 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,456 shares; 2025Q2: 7,718 shares; 2025Q3: 4,448 shares; 2025Q4: 5,128 shares 5,128 $467K 0.09% +680 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,829 shares; 2025Q3: 8,081 shares; 2025Q4: 8,138 shares 8,138 $461K 0.09% +57 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 loaded; 2024Q4: 6,100 shares; 2025Q1: 9,947 shares; 2025Q2: 9,650 shares; 2025Q3: 7,913 shares; 2025Q4: 10,444 shares 10,444 $459K 0.09% +2,531 Timeline AOM 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 loaded; 2024Q4: 8,533 shares; 2025Q1: 16,939 shares; 2025Q2: 15,481 shares; 2025Q3: 9,130 shares; 2025Q4: 9,568 shares 9,568 $457K 0.09% +438 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 477 shares; 2025Q1: 14,499 shares; 2025Q2: 972 shares; 2025Q3: 658 shares; 2025Q4: 795 shares 795 $456K 0.09% +137 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,802 shares; 2025Q1: 214,925 shares; 2025Q2: 8,307 shares; 2025Q3: 8,116 shares; 2025Q4: 7,846 shares 7,846 $456K 0.09% -270 Timeline ILTB 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 loaded; 2024Q4: not reported; 2025Q1: 8,908 shares; 2025Q2: 8,887 shares; 2025Q3: 8,724 shares; 2025Q4: 9,097 shares 9,097 $452K 0.09% +373 Timeline TJUL 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 loaded; 2024Q4: not reported; 2025Q1: 14,438 shares; 2025Q2: 14,435 shares; 2025Q3: 14,934 shares; 2025Q4: 15,202 shares 15,202 $450K 0.09% +268 Timeline STXE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 17,527 shares; 2025Q2: 12,610 shares; 2025Q3: 12,084 shares; 2025Q4: 12,304 shares 12,304 $442K 0.09% +220 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 874 shares; 2025Q1: 14,373 shares; 2025Q2: 1,421 shares; 2025Q3: 1,788 shares; 2025Q4: 1,589 shares 1,589 $440K 0.09% -199 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 35,953 shares; 2025Q2: 5,567 shares; 2025Q3: 10,438 shares; 2025Q4: 10,446 shares 10,446 $436K 0.09% +8 Timeline USHY 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 loaded; 2024Q4: 5,671 shares; 2025Q1: 19,905 shares; 2025Q2: 12,545 shares; 2025Q3: 13,227 shares; 2025Q4: 11,607 shares 11,607 $434K 0.09% -1,620 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: not loaded; 2024Q4: not reported; 2025Q1: 7,667 shares; 2025Q2: 2,854 shares; 2025Q3: 1,789 shares; 2025Q4: 3,625 shares 3,625 $433K 0.09% +1,836 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59,110 shares; 2025Q1: 5,942 shares; 2025Q2: 7,432 shares; 2025Q3: 4,448 shares; 2025Q4: 5,036 shares 5,036 $430K 0.09% +588 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,092 shares; 2025Q3: 6,477 shares; 2025Q4: 8,615 shares 8,615 $428K 0.09% +2,138 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: not loaded; 2024Q4: not reported; 2025Q1: 25,710 shares; 2025Q2: 10,275 shares; 2025Q3: 6,913 shares; 2025Q4: 6,103 shares 6,103 $424K 0.09% -810 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 169,986 shares; 2025Q2: 5,825 shares; 2025Q3: 5,947 shares; 2025Q4: 4,857 shares 4,857 $423K 0.09% -1,090 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,134 shares; 2025Q1: 9,458 shares; 2025Q2: not reported; 2025Q3: 7,854 shares; 2025Q4: 11,394 shares 11,394 $422K 0.09% +3,540 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,071 shares; 2025Q1: 3,169 shares; 2025Q2: 4,872 shares; 2025Q3: 2,466 shares; 2025Q4: 2,350 shares 2,350 $417K 0.08% -116 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: not loaded; 2024Q4: 1,282 shares; 2025Q1: 1,556 shares; 2025Q2: 938 shares; 2025Q3: 494 shares; 2025Q4: 4,429 shares 4,429 $415K 0.08% +3,935 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 442 shares; 2025Q4: 607 shares 607 $409K 0.08% +165 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,146 shares; 2025Q3: 1,922 shares; 2025Q4: 1,810 shares 1,810 $407K 0.08% -112 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: not loaded; 2024Q4: not reported; 2025Q1: 3,878 shares; 2025Q2: 4,680 shares; 2025Q3: 4,788 shares; 2025Q4: 5,091 shares 5,091 $406K 0.08% +303 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,992 shares; 2025Q4: 5,611 shares 5,611 $404K 0.08% +619 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: not loaded; 2024Q4: 1,220 shares; 2025Q1: 24,090 shares; 2025Q2: 1,230 shares; 2025Q3: 1,377 shares; 2025Q4: 1,587 shares 1,587 $401K 0.08% +210 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,734 shares; 2025Q2: 12,164 shares; 2025Q3: 11,757 shares; 2025Q4: 12,172 shares 12,172 $395K 0.08% +415 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,223 shares; 2025Q3: 8,770 shares; 2025Q4: 8,823 shares 8,823 $389K 0.08% +53 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,878 shares; 2025Q1: 134,018 shares; 2025Q2: 17,410 shares; 2025Q3: 17,620 shares; 2025Q4: 17,805 shares 17,805 $384K 0.08% +185 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: not loaded; 2024Q4: not reported; 2025Q1: 3,185 shares; 2025Q2: 4,596 shares; 2025Q3: 3,464 shares; 2025Q4: 4,541 shares 4,541 $380K 0.08% +1,077 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,651 shares; 2025Q1: 33,563 shares; 2025Q2: 1,728 shares; 2025Q3: 1,732 shares; 2025Q4: 1,751 shares 1,751 $380K 0.08% +19 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 loaded; 2024Q4: not reported; 2025Q1: 5,864 shares; 2025Q2: 1,784 shares; 2025Q3: 1,465 shares; 2025Q4: 2,344 shares 2,344 $380K 0.08% +879 Timeline IMCV 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 loaded; 2024Q4: not reported; 2025Q1: 3,661 shares; 2025Q2: 4,092 shares; 2025Q3: 4,225 shares; 2025Q4: 4,608 shares 4,608 $379K 0.08% +383 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: not loaded; 2024Q4: 5,616 shares; 2025Q1: 12,747 shares; 2025Q2: 10,167 shares; 2025Q3: 9,255 shares; 2025Q4: 7,450 shares 7,450 $379K 0.08% -1,805 Timeline ALTO ALTO INGREDIENTS INC More: the full row for ALTO INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131,177 shares 131,177 $378K 0.08% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,047 shares; 2025Q2: 3,212 shares; 2025Q3: 3,041 shares; 2025Q4: 1,891 shares 1,891 $378K 0.08% -1,150 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,496 shares; 2025Q2: 1,974 shares; 2025Q3: 1,289 shares; 2025Q4: 1,561 shares 1,561 $377K 0.08% +272 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: not loaded; 2024Q4: not reported; 2025Q1: 19,188 shares; 2025Q2: 27,980 shares; 2025Q3: 14,309 shares; 2025Q4: 14,352 shares 14,352 $376K 0.08% +43 Timeline GARP 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 loaded; 2024Q4: not reported; 2025Q1: 6,445 shares; 2025Q2: 5,610 shares; 2025Q3: 5,618 shares; 2025Q4: 5,520 shares 5,520 $376K 0.08% -98 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: not loaded; 2024Q4: not reported; 2025Q1: 24,514 shares; 2025Q2: 8,920 shares; 2025Q3: 7,358 shares; 2025Q4: 8,444 shares 8,444 $375K 0.08% +1,086 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $372K 0.08% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 62,548 shares; 2025Q1: 250,801 shares; 2025Q2: 241,654 shares; 2025Q3: 8,961 shares; 2025Q4: 14,915 shares 14,915 $371K 0.08% +5,954 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: not loaded; 2024Q4: 3,634 shares; 2025Q1: 57,349 shares; 2025Q2: 7,668 shares; 2025Q3: 4,509 shares; 2025Q4: 4,187 shares 4,187 $371K 0.07% -322 Timeline ISCV 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 loaded; 2024Q4: not reported; 2025Q1: 4,473 shares; 2025Q2: 5,038 shares; 2025Q3: 5,249 shares; 2025Q4: 5,355 shares 5,355 $367K 0.07% +106 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: not loaded; 2024Q4: 2,122 shares; 2025Q1: 6,201 shares; 2025Q2: 1,768 shares; 2025Q3: 1,940 shares; 2025Q4: 2,287 shares 2,287 $366K 0.07% +347 Timeline AXGN AXOGEN INC More: the full row for AXOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,163 shares 11,163 $365K 0.07% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,434 shares; 2025Q3: 3,509 shares; 2025Q4: 3,063 shares 3,063 $361K 0.07% -446 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 632 shares 632 $359K 0.07% new Timeline OWLT OWLET INC More: the full row for OWLET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,087 shares 22,087 $358K 0.07% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 29,686 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,931 shares 1,931 $356K 0.07% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,965 shares; 2025Q1: 167,213 shares; 2025Q2: 10,010 shares; 2025Q3: 5,228 shares; 2025Q4: 6,094 shares 6,094 $356K 0.07% +866 Timeline APPN APPIAN CORP More: the full row for APPIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,023 shares 10,023 $355K 0.07% new Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,094 shares; 2025Q1: not reported; 2025Q2: 2,225 shares; 2025Q3: 2,296 shares; 2025Q4: 3,064 shares 3,064 $351K 0.07% +768 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,339 shares 9,339 $350K 0.07% new Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,335 shares; 2025Q1: 13,739 shares; 2025Q2: 12,216 shares; 2025Q3: 8,133 shares; 2025Q4: 11,828 shares 11,828 $350K 0.07% +3,695 Timeline FMAT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,748 shares; 2025Q3: 6,006 shares; 2025Q4: 6,553 shares 6,553 $348K 0.07% +547 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: not loaded; 2024Q4: 5,971 shares; 2025Q1: 68,388 shares; 2025Q2: 8,988 shares; 2025Q3: 4,342 shares; 2025Q4: 8,140 shares 8,140 $348K 0.07% +3,798 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,534 shares 18,534 $348K 0.07% new Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 33,890 shares; 2025Q2: 21,248 shares; 2025Q3: 8,440 shares; 2025Q4: 9,407 shares 9,407 $346K 0.07% +967 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,723 shares; 2025Q4: 6,353 shares 6,353 $345K 0.07% +1,630 Timeline AVPT AVEPOINT INC More: the full row for AVEPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,761 shares 24,761 $344K 0.07% new Timeline ALLT ALLOT LTD More: the full row for ALLOT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,241 shares; 2025Q4: 34,871 shares 34,871 $343K 0.07% +15,630 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: not loaded; 2024Q4: 14,578 shares; 2025Q1: 63,715 shares; 2025Q2: 9,366 shares; 2025Q3: 4,815 shares; 2025Q4: 3,249 shares 3,249 $342K 0.07% -1,566 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,529 shares; 2025Q1: 195,103 shares; 2025Q2: 5,938 shares; 2025Q3: 5,923 shares; 2025Q4: 6,304 shares 6,304 $340K 0.07% +381 Timeline NABL N-ABLE INC More: the full row for N-ABLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,457 shares 45,457 $340K 0.07% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,942 shares; 2025Q3: 7,248 shares; 2025Q4: 6,846 shares 6,846 $340K 0.07% -402 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: not loaded; 2024Q4: not reported; 2025Q1: 67,906 shares; 2025Q2: 2,421 shares; 2025Q3: 2,273 shares; 2025Q4: 2,303 shares 2,303 $338K 0.07% +30 Timeline MTA METALLA RTY & STREAMING LTD More: the full row for METALLA RTY & STREAMING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,877 shares 42,877 $334K 0.07% new Timeline LTRX LANTRONIX INC More: the full row for LANTRONIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,611 shares 56,611 $332K 0.07% new 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: not loaded; 2024Q4: 3,799 shares; 2025Q1: 56,671 shares; 2025Q2: 3,838 shares; 2025Q3: 3,518 shares; 2025Q4: 3,522 shares 3,522 $332K 0.07% +4 Timeline FLDR 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: not loaded; 2024Q4: 4,884 shares; 2025Q1: 7,285 shares; 2025Q2: 7,753 shares; 2025Q3: 7,644 shares; 2025Q4: 6,575 shares 6,575 $330K 0.07% -1,069 Timeline ICF 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 loaded; 2024Q4: not reported; 2025Q1: 8,954 shares; 2025Q2: 4,919 shares; 2025Q3: 5,120 shares; 2025Q4: 5,534 shares 5,534 $330K 0.07% +414 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,372 shares; 2025Q1: 34,518 shares; 2025Q2: 2,022 shares; 2025Q3: 2,022 shares; 2025Q4: 2,022 shares 2,022 $330K 0.07% 0 Timeline SAIL SAILPOINT INC More: the full row for SAILPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,319 shares 16,319 $330K 0.07% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,189 shares; 2025Q1: 3,474 shares; 2025Q2: 5,184 shares; 2025Q3: 3,588 shares; 2025Q4: 4,036 shares 4,036 $330K 0.07% +448 Timeline VOXR VOX ROYALTY CORP More: the full row for VOX ROYALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,493 shares 69,493 $329K 0.07% new Timeline EOLS EVOLUS INC More: the full row for EVOLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,913 shares 48,913 $325K 0.07% new Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,696 shares; 2025Q2: 6,951 shares; 2025Q3: 4,615 shares; 2025Q4: 6,642 shares 6,642 $324K 0.07% +2,027 Timeline EHAB ENHABIT INC More: the full row for ENHABIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,027 shares 35,027 $323K 0.07% new Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,048 shares; 2025Q4: 6,541 shares 6,541 $319K 0.06% +493 Timeline NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,152 shares; 2025Q3: 17,693 shares; 2025Q4: 26,697 shares 26,697 $318K 0.06% +9,004 Timeline SMP STANDARD MTR PRODS INC More: the full row for STANDARD MTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,611 shares 8,611 $317K 0.06% new Timeline TQQQ 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: not loaded; 2024Q4: 3,985 shares; 2025Q1: not reported; 2025Q2: 3,978 shares; 2025Q3: 2,997 shares; 2025Q4: 6,004 shares 6,004 $317K 0.06% +3,007 Timeline SLP SIMULATIONS PLUS INC More: the full row for SIMULATIONS PLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,283 shares 17,283 $315K 0.06% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 949 shares; 2025Q1: 7,461 shares; 2025Q2: 2,436 shares; 2025Q3: 1,055 shares; 2025Q4: 1,084 shares 1,084 $315K 0.06% +29 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,314 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,935 shares 2,935 $312K 0.06% new Timeline SCSC SCANSOURCE INC More: the full row for SCANSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,967 shares 7,967 $311K 0.06% new Timeline ABEQ UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,581 shares; 2025Q2: 16,914 shares; 2025Q3: 8,562 shares; 2025Q4: 8,675 shares 8,675 $311K 0.06% +113 Timeline IDN INTELLICHECK MOBILISA INC More: the full row for INTELLICHECK MOBILISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,407 shares 46,407 $310K 0.06% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,844 shares; 2025Q2: 560 shares; 2025Q3: 473 shares; 2025Q4: 533 shares 533 $310K 0.06% +60 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,587 shares; 2025Q4: 15,837 shares 15,837 $309K 0.06% +3,250 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 732 shares 732 $309K 0.06% new Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,903 shares; 2025Q2: 5,016 shares; 2025Q3: 3,385 shares; 2025Q4: 4,725 shares 4,725 $309K 0.06% +1,340 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,408 shares; 2025Q3: 2,989 shares; 2025Q4: 3,306 shares 3,306 $308K 0.06% +317 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,170 shares 14,170 $307K 0.06% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,571 shares; 2025Q1: 12,280 shares; 2025Q2: 2,121 shares; 2025Q3: 2,786 shares; 2025Q4: 3,176 shares 3,176 $302K 0.06% +390 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,419 shares; 2025Q2: 8,052 shares; 2025Q3: 4,681 shares; 2025Q4: 5,767 shares 5,767 $302K 0.06% +1,086 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,745 shares; 2025Q4: 5,929 shares 5,929 $302K 0.06% +2,184 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,748 shares; 2025Q4: 4,939 shares 4,939 $301K 0.06% -809 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,462 shares 3,462 $301K 0.06% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,658 shares; 2025Q3: 7,474 shares; 2025Q4: 7,715 shares 7,715 $298K 0.06% +241 Timeline INNV INNOVAGE HLDG CORP More: the full row for INNOVAGE HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,183 shares 57,183 $297K 0.06% new 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: not loaded; 2024Q4: 1,100 shares; 2025Q1: 19,485 shares; 2025Q2: 2,470 shares; 2025Q3: 1,167 shares; 2025Q4: 1,117 shares 1,117 $296K 0.06% -50 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,125 shares; 2025Q1: 66,524 shares; 2025Q2: 4,669 shares; 2025Q3: 3,695 shares; 2025Q4: 3,520 shares 3,520 $295K 0.06% -175 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: not loaded; 2024Q4: not reported; 2025Q1: 9,746 shares; 2025Q2: 9,982 shares; 2025Q3: 10,166 shares; 2025Q4: 10,133 shares 10,133 $295K 0.06% -33 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,229 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,971 shares 2,971 $291K 0.06% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 480 shares 480 $290K 0.06% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,733 shares; 2025Q1: 6,814 shares; 2025Q2: 978 shares; 2025Q3: 490 shares; 2025Q4: 507 shares 507 $289K 0.06% +17 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,140 shares; 2025Q4: 2,818 shares 2,818 $287K 0.06% +678 Timeline AAVM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,932 shares; 2025Q2: 9,797 shares; 2025Q3: not reported; 2025Q4: 9,690 shares 9,690 $286K 0.06% new 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: not loaded; 2024Q4: 2,080 shares; 2025Q1: 2,696 shares; 2025Q2: 2,398 shares; 2025Q3: 1,843 shares; 2025Q4: 2,022 shares 2,022 $285K 0.06% +179 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,276 shares; 2025Q2: 12,958 shares; 2025Q3: not reported; 2025Q4: 6,069 shares 6,069 $284K 0.06% new Timeline HIPO HIPPO HLDGS INC More: the full row for HIPPO HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,432 shares 9,432 $284K 0.06% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,831 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,735 shares 1,735 $282K 0.06% new 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: not loaded; 2024Q4: 777 shares; 2025Q1: 936 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 762 shares 762 $282K 0.06% new Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,483 shares; 2025Q2: not reported; 2025Q3: 8,493 shares; 2025Q4: 11,263 shares 11,263 $282K 0.06% +2,770 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 17,653 shares; 2025Q2: 14,274 shares; 2025Q3: 13,751 shares; 2025Q4: 13,910 shares 13,910 $282K 0.06% +159 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,400 shares 8,400 $279K 0.06% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,384 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 596 shares 596 $278K 0.06% new Timeline TCHI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,892 shares 11,892 $278K 0.06% new 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: not loaded; 2024Q4: not reported; 2025Q1: 5,711 shares; 2025Q2: 6,240 shares; 2025Q3: 5,443 shares; 2025Q4: 5,458 shares 5,458 $277K 0.06% +15 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: not loaded; 2024Q4: 2,239 shares; 2025Q1: 5,075 shares; 2025Q2: 2,316 shares; 2025Q3: 1,706 shares; 2025Q4: 1,958 shares 1,958 $276K 0.06% +252 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,970 shares; 2025Q1: 50,423 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,368 shares 3,368 $276K 0.06% new Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,562 shares; 2025Q3: not reported; 2025Q4: 5,508 shares 5,508 $275K 0.06% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 853 shares; 2025Q4: 1,411 shares 1,411 $274K 0.06% +558 Timeline OPRX OPTIMIZERX CORP More: the full row for OPTIMIZERX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,358 shares 22,358 $274K 0.06% new Timeline ORR EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,018 shares 8,018 $274K 0.06% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,730 shares; 2025Q1: 22,934 shares; 2025Q2: 2,672 shares; 2025Q3: 1,295 shares; 2025Q4: 1,592 shares 1,592 $272K 0.06% +297 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,548 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,427 shares 3,427 $272K 0.05% new Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares 6,000 $271K 0.05% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,819 shares 4,819 $269K 0.05% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,472 shares 4,472 $268K 0.05% new Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,904 shares; 2025Q1: 2,443 shares; 2025Q2: 2,466 shares; 2025Q3: 2,484 shares; 2025Q4: 2,492 shares 2,492 $266K 0.05% +8 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: not loaded; 2024Q4: not reported; 2025Q1: 4,183 shares; 2025Q2: 1,774 shares; 2025Q3: not reported; 2025Q4: 1,649 shares 1,649 $265K 0.05% new 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: not loaded; 2024Q4: not reported; 2025Q1: 1,677 shares; 2025Q2: 1,958 shares; 2025Q3: 982 shares; 2025Q4: 1,021 shares 1,021 $263K 0.05% +39 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,055 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 866 shares 866 $263K 0.05% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,625 shares 1,625 $261K 0.05% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 760 shares 760 $259K 0.05% new Timeline GAU GALIANO GOLD INC More: the full row for GALIANO GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,944 shares 101,944 $258K 0.05% new Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,344 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,939 shares 8,939 $258K 0.05% new 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: not loaded; 2024Q4: 2,598 shares; 2025Q1: 16,608 shares; 2025Q2: 5,548 shares; 2025Q3: 2,920 shares; 2025Q4: 2,442 shares 2,442 $254K 0.05% -478 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,267 shares; 2025Q1: 7,406 shares; 2025Q2: 2,155 shares; 2025Q3: 2,118 shares; 2025Q4: 1,831 shares 1,831 $254K 0.05% -287 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475 shares 475 $253K 0.05% new Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,955 shares 5,955 $250K 0.05% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,053 shares 7,053 $245K 0.05% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,097 shares 1,097 $245K 0.05% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,610 shares; 2025Q2: 5,654 shares; 2025Q3: 5,639 shares; 2025Q4: 5,360 shares 5,360 $244K 0.05% -279 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,736 shares; 2025Q1: 20,850 shares; 2025Q2: 3,064 shares; 2025Q3: 1,472 shares; 2025Q4: 1,400 shares 1,400 $243K 0.05% -72 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,569 shares; 2025Q1: 214,932 shares; 2025Q2: 11,239 shares; 2025Q3: 10,297 shares; 2025Q4: 10,811 shares 10,811 $242K 0.05% +514 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: not loaded; 2024Q4: 2,357 shares; 2025Q1: 23,408 shares; 2025Q2: 1,826 shares; 2025Q3: 1,831 shares; 2025Q4: 1,833 shares 1,833 $239K 0.05% +2 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: not loaded; 2024Q4: 58,402 shares; 2025Q1: 371,098 shares; 2025Q2: 18,139 shares; 2025Q3: 17,674 shares; 2025Q4: 18,211 shares 18,211 $239K 0.05% +537 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,413 shares; 2025Q3: 2,522 shares; 2025Q4: 2,337 shares 2,337 $238K 0.05% -185 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,047 shares; 2025Q3: 3,275 shares; 2025Q4: 2,886 shares 2,886 $238K 0.05% -389 Timeline LTPZ 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 loaded; 2024Q4: not reported; 2025Q1: 4,049 shares; 2025Q2: 8,390 shares; 2025Q3: not reported; 2025Q4: 4,573 shares 4,573 $237K 0.05% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 393 shares; 2025Q2: 286 shares; 2025Q3: 210 shares; 2025Q4: 220 shares 220 $236K 0.05% +10 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,982 shares; 2025Q1: not reported; 2025Q2: 24,446 shares; 2025Q3: 22,956 shares; 2025Q4: 23,531 shares 23,531 $235K 0.05% +575 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,460 shares; 2025Q3: not reported; 2025Q4: 5,600 shares 5,600 $232K 0.05% new Timeline BGRN 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,830 shares 4,830 $232K 0.05% new Timeline SMLF 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 loaded; 2024Q4: not reported; 2025Q1: 3,234 shares; 2025Q2: 3,349 shares; 2025Q3: 3,371 shares; 2025Q4: 3,091 shares 3,091 $231K 0.05% -280 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90,804 shares; 2025Q1: not reported; 2025Q2: 11,946 shares; 2025Q3: not reported; 2025Q4: 8,464 shares 8,464 $231K 0.05% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,036 shares; 2025Q2: 1,788 shares; 2025Q3: 1,104 shares; 2025Q4: 1,089 shares 1,089 $230K 0.05% -15 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,454 shares; 2025Q1: 2,641 shares; 2025Q2: 5,200 shares; 2025Q3: 2,612 shares; 2025Q4: 2,350 shares 2,350 $230K 0.05% -262 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,110 shares; 2025Q1: 8,784 shares; 2025Q2: 4,583 shares; 2025Q3: 4,499 shares; 2025Q4: 4,504 shares 4,504 $226K 0.05% +5 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,190 shares; 2025Q1: 27,712 shares; 2025Q2: 2,234 shares; 2025Q3: 1,154 shares; 2025Q4: 1,224 shares 1,224 $226K 0.05% +70 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,051 shares; 2025Q1: not reported; 2025Q2: 18,922 shares; 2025Q3: 9,282 shares; 2025Q4: 7,887 shares 7,887 $225K 0.05% -1,395 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,630 shares; 2025Q1: not reported; 2025Q2: 19,468 shares; 2025Q3: not reported; 2025Q4: 12,634 shares 12,634 $224K 0.05% new Timeline IBGA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,017 shares 9,017 $223K 0.05% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,416 shares 3,416 $222K 0.04% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,334 shares; 2025Q2: 826 shares; 2025Q3: not reported; 2025Q4: 611 shares 611 $220K 0.04% new Timeline TFLO 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 loaded; 2024Q4: not reported; 2025Q1: 7,409 shares; 2025Q2: 5,549 shares; 2025Q3: 5,044 shares; 2025Q4: 4,346 shares 4,346 $219K 0.04% -698 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: not loaded; 2024Q4: not reported; 2025Q1: 12,248 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,080 shares 1,080 $219K 0.04% new Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,250 shares; 2025Q4: 7,401 shares 7,401 $219K 0.04% -849 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: not loaded; 2024Q4: 15,667 shares; 2025Q1: 69,939 shares; 2025Q2: 6,932 shares; 2025Q3: 6,592 shares; 2025Q4: 6,814 shares 6,814 $218K 0.04% +222 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,092 shares 4,092 $218K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: 21,233 shares; 2025Q2: 3,658 shares; 2025Q3: 3,531 shares; 2025Q4: 3,825 shares 3,825 $218K 0.04% +294 Timeline ZNOV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,130 shares 8,130 $217K 0.04% new Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,094 shares 4,094 $214K 0.04% new Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,879 shares; 2025Q4: 4,112 shares 4,112 $213K 0.04% +233 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,856 shares; 2025Q2: not reported; 2025Q3: 3,895 shares; 2025Q4: 3,896 shares 3,896 $213K 0.04% +1 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: not loaded; 2024Q4: 6,927 shares; 2025Q1: 29,867 shares; 2025Q2: 35,006 shares; 2025Q3: 4,774 shares; 2025Q4: 4,776 shares 4,776 $212K 0.04% +2 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: not loaded; 2024Q4: 1,075 shares; 2025Q1: 1,226 shares; 2025Q2: 645 shares; 2025Q3: not reported; 2025Q4: 451 shares 451 $210K 0.04% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,459 shares; 2025Q1: 105,359 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,390 shares 4,390 $210K 0.04% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 36,176 shares; 2025Q2: 7,710 shares; 2025Q3: not reported; 2025Q4: 3,560 shares 3,560 $209K 0.04% new Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares 6,000 $208K 0.04% new Timeline IAGG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,158 shares 4,158 $208K 0.04% new Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,419 shares 5,419 $208K 0.04% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,761 shares; 2025Q2: 1,431 shares; 2025Q3: not reported; 2025Q4: 1,144 shares 1,144 $207K 0.04% new Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,765 shares; 2025Q2: not reported; 2025Q3: 5,224 shares; 2025Q4: 5,224 shares 5,224 $207K 0.04% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,166 shares 3,166 $207K 0.04% new Timeline STXT EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 17,366 shares; 2025Q2: 10,514 shares; 2025Q3: 10,140 shares; 2025Q4: 10,257 shares 10,257 $206K 0.04% +117 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,170 shares 3,170 $206K 0.04% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,796 shares; 2025Q1: 54,686 shares; 2025Q2: 8,494 shares; 2025Q3: 4,745 shares; 2025Q4: 4,157 shares 4,157 $206K 0.04% -588 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: not loaded; 2024Q4: 12,388 shares; 2025Q1: 70,008 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,640 shares 2,640 $203K 0.04% new Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,446 shares 3,446 $202K 0.04% new Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,527 shares; 2025Q1: 142,263 shares; 2025Q2: 17,238 shares; 2025Q3: 8,524 shares; 2025Q4: 6,872 shares 6,872 $200K 0.04% -1,652 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,620 shares; 2025Q1: not reported; 2025Q2: 14,620 shares; 2025Q3: 14,620 shares; 2025Q4: 14,620 shares 14,620 $191K 0.04% 0 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,624 shares; 2025Q4: 20,843 shares 20,843 $187K 0.04% +8,219 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,159 shares; 2025Q1: not reported; 2025Q2: 16,169 shares; 2025Q3: 16,169 shares; 2025Q4: 16,169 shares 16,169 $178K 0.04% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,608 shares; 2025Q2: 11,237 shares; 2025Q3: 10,176 shares; 2025Q4: 10,400 shares 10,400 $176K 0.04% +224 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,960 shares; 2025Q1: not reported; 2025Q2: 19,905 shares; 2025Q3: 19,905 shares; 2025Q4: 19,905 shares 19,905 $176K 0.04% 0 Timeline PUBM PUBMATIC INC More: the full row for PUBMATIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,252 shares; 2025Q3: 12,045 shares; 2025Q4: 17,468 shares 17,468 $155K 0.03% +5,423 Timeline HQI HIREQUEST INC More: the full row for HIREQUEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,858 shares; 2025Q3: 16,366 shares; 2025Q4: 13,794 shares 13,794 $145K 0.03% -2,572 Timeline CXDO CREXENDO INC More: the full row for CREXENDO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,335 shares 21,335 $138K 0.03% new Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,487 shares; 2025Q4: 12,487 shares 12,487 $132K 0.03% 0 Timeline BUR BURFORD CAPITAL LIMITED More: the full row for BURFORD CAPITAL LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,010 shares; 2025Q4: 12,697 shares 12,697 $113K 0.02% +1,687 Timeline LFCR LIFECORE BIOMEDICAL INC More: the full row for LIFECORE BIOMEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,088 shares; 2025Q3: 12,626 shares; 2025Q4: 12,372 shares 12,372 $101K 0.02% -254 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,098 shares; 2025Q1: not reported; 2025Q2: 21,196 shares; 2025Q3: 10,598 shares; 2025Q4: 10,598 shares 10,598 $60.6K 0.01% 0 Timeline