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: 79,159 shares; 2024Q4: 81,593 shares; 2025Q1: 79,424 shares; 2025Q2: 80,606 shares; 2025Q3: 83,025 shares; 2025Q4: 82,977 shares 82,977 $52M 5.65% -48 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: 52,548 shares; 2024Q4: 54,342 shares; 2025Q1: 58,044 shares; 2025Q2: 57,541 shares; 2025Q3: 57,732 shares; 2025Q4: 56,535 shares 56,535 $34.7M 3.77% -1,197 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,005 shares; 2024Q4: 159,163 shares; 2025Q1: 183,192 shares; 2025Q2: 218,875 shares; 2025Q3: 229,405 shares; 2025Q4: 230,500 shares 230,500 $27.5M 2.99% +1,095 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: 544,628 shares; 2024Q4: 521,370 shares; 2025Q1: 548,219 shares; 2025Q2: 524,375 shares; 2025Q3: 481,341 shares; 2025Q4: 460,502 shares 460,502 $26.4M 2.86% -20,839 Timeline QVOY ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844,629 shares; 2024Q4: 813,022 shares; 2025Q1: 855,991 shares; 2025Q2: 814,636 shares; 2025Q3: 806,653 shares; 2025Q4: 765,747 shares 765,747 $20.6M 2.24% -40,906 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: 378,734 shares; 2024Q4: 398,403 shares; 2025Q1: 434,618 shares; 2025Q2: 419,320 shares; 2025Q3: 399,086 shares; 2025Q4: 314,595 shares 314,595 $18.9M 2.06% -84,491 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,815 shares; 2024Q4: 306,202 shares; 2025Q1: 354,898 shares; 2025Q2: 389,311 shares; 2025Q3: 414,530 shares; 2025Q4: 524,041 shares 524,041 $18M 1.95% +109,511 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,646 shares; 2024Q4: 142,259 shares; 2025Q1: 166,985 shares; 2025Q2: 161,412 shares; 2025Q3: 159,654 shares; 2025Q4: 170,926 shares 170,926 $17.7M 1.92% +11,272 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: 362,258 shares; 2024Q4: 362,782 shares; 2025Q1: 397,325 shares; 2025Q2: 366,447 shares; 2025Q3: 361,174 shares; 2025Q4: 352,975 shares 352,975 $16.9M 1.83% -8,199 Timeline SPTM 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: 152,393 shares; 2024Q4: 161,567 shares; 2025Q1: 168,859 shares; 2025Q2: 183,232 shares; 2025Q3: 202,451 shares; 2025Q4: 201,365 shares 201,365 $16.6M 1.81% -1,086 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: 34,374 shares; 2024Q4: 42,126 shares; 2025Q1: 37,581 shares; 2025Q2: 47,935 shares; 2025Q3: 48,878 shares; 2025Q4: 47,789 shares 47,789 $13M 1.41% -1,089 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: 48,479 shares; 2024Q4: 49,351 shares; 2025Q1: 48,691 shares; 2025Q2: 48,527 shares; 2025Q3: 47,516 shares; 2025Q4: 87,489 shares 87,489 $12.6M 1.37% +39,973 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: 21,894 shares; 2024Q4: 22,694 shares; 2025Q1: 22,698 shares; 2025Q2: 24,647 shares; 2025Q3: 25,461 shares; 2025Q4: 24,843 shares 24,843 $12M 1.31% -618 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: 49,413 shares; 2024Q4: 49,258 shares; 2025Q1: 49,412 shares; 2025Q2: 50,568 shares; 2025Q3: 52,046 shares; 2025Q4: 51,108 shares 51,108 $11.8M 1.28% -938 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,931 shares; 2024Q4: 184,859 shares; 2025Q1: 168,278 shares; 2025Q2: 159,093 shares; 2025Q3: 199,431 shares; 2025Q4: 217,094 shares 217,094 $11M 1.19% +17,663 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,639 shares; 2024Q4: 103,495 shares; 2025Q1: 112,869 shares; 2025Q2: 113,678 shares; 2025Q3: 156,957 shares; 2025Q4: 150,199 shares 150,199 $10.4M 1.13% -6,758 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,256 shares; 2024Q4: 101,687 shares; 2025Q1: 117,158 shares; 2025Q2: 138,143 shares; 2025Q3: 193,633 shares; 2025Q4: 233,462 shares 233,462 $10.4M 1.13% +39,829 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,867 shares; 2025Q2: 76,432 shares; 2025Q3: 105,014 shares; 2025Q4: 294,276 shares 294,276 $10.4M 1.13% +189,262 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: 6,062 shares; 2024Q4: 63,330 shares; 2025Q1: 64,754 shares; 2025Q2: 150,269 shares; 2025Q3: 217,257 shares; 2025Q4: 314,904 shares 314,904 $10.3M 1.12% +97,647 Timeline FTCB 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: 208,762 shares; 2024Q4: 224,480 shares; 2025Q1: 305,002 shares; 2025Q2: 328,529 shares; 2025Q3: 360,814 shares; 2025Q4: 473,609 shares 473,609 $10.1M 1.09% +112,795 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,827 shares; 2024Q4: 25,616 shares; 2025Q1: 44,422 shares; 2025Q2: 389,311 shares; 2025Q3: 273,589 shares; 2025Q4: 396,584 shares 396,584 $9.98M 1.08% +122,995 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: 67,795 shares; 2024Q4: 68,945 shares; 2025Q1: 67,384 shares; 2025Q2: 66,703 shares; 2025Q3: 66,516 shares; 2025Q4: 66,999 shares 66,999 $9.62M 1.04% +483 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: 32,910 shares; 2024Q4: 29,558 shares; 2025Q1: 31,804 shares; 2025Q2: 52,102 shares; 2025Q3: 52,128 shares; 2025Q4: 51,054 shares 51,054 $9.52M 1.03% -1,074 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: 101,304 shares; 2024Q4: 299,149 shares; 2025Q1: 299,513 shares; 2025Q2: 327,062 shares; 2025Q3: 337,857 shares; 2025Q4: 328,036 shares 328,036 $9M 0.98% -9,821 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: 25,686 shares; 2024Q4: 29,976 shares; 2025Q1: 27,408 shares; 2025Q2: 29,313 shares; 2025Q3: 33,375 shares; 2025Q4: 35,106 shares 35,106 $8.88M 0.96% +1,731 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: 27,553 shares; 2024Q4: 33,155 shares; 2025Q1: 28,358 shares; 2025Q2: 28,683 shares; 2025Q3: 28,690 shares; 2025Q4: 25,939 shares 25,939 $8.12M 0.88% -2,751 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: 6,463 shares; 2024Q4: 10,395 shares; 2025Q1: 11,497 shares; 2025Q2: 11,810 shares; 2025Q3: 12,116 shares; 2025Q4: 12,073 shares 12,073 $7.97M 0.87% -43 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,134 shares; 2024Q4: 41,810 shares; 2025Q1: 36,924 shares; 2025Q2: 111,041 shares; 2025Q3: 134,431 shares; 2025Q4: 169,953 shares 169,953 $7.87M 0.85% +35,522 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,248 shares; 2025Q2: 14,277 shares; 2025Q3: 47,872 shares; 2025Q4: 78,818 shares 78,818 $7.75M 0.84% +30,946 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: 8,014 shares; 2024Q4: 7,624 shares; 2025Q1: 8,787 shares; 2025Q2: 9,971 shares; 2025Q3: 14,885 shares; 2025Q4: 17,798 shares 17,798 $6.41M 0.7% +2,913 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: 19,305 shares; 2024Q4: 18,417 shares; 2025Q1: 14,858 shares; 2025Q2: 15,613 shares; 2025Q3: 13,924 shares; 2025Q4: 14,223 shares 14,223 $6.4M 0.7% +299 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,855 shares; 2024Q4: 98,432 shares; 2025Q1: 92,073 shares; 2025Q2: 88,916 shares; 2025Q3: 112,767 shares; 2025Q4: 137,143 shares 137,143 $5.65M 0.61% +24,376 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: 28,511 shares; 2024Q4: 30,281 shares; 2025Q1: 14,867 shares; 2025Q2: 14,446 shares; 2025Q3: 14,144 shares; 2025Q4: 16,070 shares 16,070 $5.56M 0.6% +1,926 Timeline SPAB 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: 163,973 shares; 2024Q4: 175,841 shares; 2025Q1: 178,604 shares; 2025Q2: 201,640 shares; 2025Q3: 220,389 shares; 2025Q4: 214,141 shares 214,141 $5.51M 0.6% -6,248 Timeline FNGS BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,239 shares; 2024Q4: 32,414 shares; 2025Q1: 30,595 shares; 2025Q2: 34,466 shares; 2025Q3: 61,276 shares; 2025Q4: 79,284 shares 79,284 $5.4M 0.59% +18,008 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: 16,108 shares; 2024Q4: 16,244 shares; 2025Q1: 17,331 shares; 2025Q2: 17,115 shares; 2025Q3: 16,776 shares; 2025Q4: 16,582 shares 16,582 $5.2M 0.57% -194 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,806 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 213,902 shares; 2025Q4: 217,566 shares 217,566 $5.14M 0.56% +3,664 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,683 shares; 2024Q4: 73,961 shares; 2025Q1: 65,031 shares; 2025Q2: 81,137 shares; 2025Q3: 83,883 shares; 2025Q4: 86,136 shares 86,136 $5.11M 0.55% +2,253 Timeline EMLP 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: 106,727 shares; 2024Q4: 107,717 shares; 2025Q1: 109,795 shares; 2025Q2: 107,640 shares; 2025Q3: 118,476 shares; 2025Q4: 119,417 shares 119,417 $4.52M 0.49% +941 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: 9,857 shares; 2024Q4: 10,151 shares; 2025Q1: 11,267 shares; 2025Q2: 12,422 shares; 2025Q3: 11,737 shares; 2025Q4: 13,479 shares 13,479 $4.52M 0.49% +1,742 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,154 shares; 2025Q4: 88,412 shares 88,412 $4.49M 0.49% +8,258 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,801 shares; 2025Q2: 19,922 shares; 2025Q3: 43,678 shares; 2025Q4: 69,852 shares 69,852 $4.44M 0.48% +26,174 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,745 shares; 2024Q4: 255,026 shares; 2025Q1: 268,405 shares; 2025Q2: 243,547 shares; 2025Q3: 155,344 shares; 2025Q4: 130,904 shares 130,904 $4.32M 0.47% -24,440 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,013 shares; 2024Q4: 13,445 shares; 2025Q1: 29,107 shares; 2025Q2: 37,822 shares; 2025Q3: 56,070 shares; 2025Q4: 80,260 shares 80,260 $4.22M 0.46% +24,190 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: 12,305 shares; 2024Q4: 9,050 shares; 2025Q1: 10,339 shares; 2025Q2: 28,278 shares; 2025Q3: 29,216 shares; 2025Q4: 30,033 shares 30,033 $4.16M 0.45% +817 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: 93,298 shares; 2024Q4: 94,311 shares; 2025Q1: 96,659 shares; 2025Q2: 98,072 shares; 2025Q3: 97,313 shares; 2025Q4: 92,195 shares 92,195 $4.09M 0.44% -5,118 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: 15,165 shares; 2024Q4: 14,649 shares; 2025Q1: 13,643 shares; 2025Q2: 11,770 shares; 2025Q3: 12,125 shares; 2025Q4: 11,573 shares 11,573 $4.06M 0.44% -552 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,272 shares; 2024Q4: 39,195 shares; 2025Q1: 31,810 shares; 2025Q2: 32,143 shares; 2025Q3: 36,647 shares; 2025Q4: 109,016 shares 109,016 $3.99M 0.43% +72,369 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,710 shares; 2025Q4: 102,684 shares 102,684 $3.98M 0.43% -1,026 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,022 shares; 2025Q2: 36,137 shares; 2025Q3: 52,091 shares; 2025Q4: 88,692 shares 88,692 $3.87M 0.42% +36,601 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: 8,945 shares; 2024Q4: 8,551 shares; 2025Q1: 8,700 shares; 2025Q2: 12,115 shares; 2025Q3: 13,049 shares; 2025Q4: 11,633 shares 11,633 $3.84M 0.42% -1,416 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,218 shares; 2024Q4: 155,069 shares; 2025Q1: 89,700 shares; 2025Q2: 91,398 shares; 2025Q3: 88,597 shares; 2025Q4: 83,625 shares 83,625 $3.71M 0.4% -4,972 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,086 shares; 2024Q4: 47,986 shares; 2025Q1: 40,520 shares; 2025Q2: 41,179 shares; 2025Q3: 41,520 shares; 2025Q4: 41,424 shares 41,424 $3.7M 0.4% -96 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,082 shares; 2025Q4: 49,803 shares 49,803 $3.68M 0.4% +35,721 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: 91,021 shares; 2024Q4: 101,100 shares; 2025Q1: 106,525 shares; 2025Q2: 107,700 shares; 2025Q3: 104,114 shares; 2025Q4: 105,987 shares 105,987 $3.67M 0.4% +1,873 Timeline TRFK 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: 7,732 shares; 2024Q4: 16,121 shares; 2025Q1: 20,366 shares; 2025Q2: 18,760 shares; 2025Q3: 61,308 shares; 2025Q4: 56,396 shares 56,396 $3.61M 0.39% -4,912 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: 8,856 shares; 2024Q4: 8,933 shares; 2025Q1: 9,245 shares; 2025Q2: 9,610 shares; 2025Q3: 8,938 shares; 2025Q4: 7,138 shares 7,138 $3.59M 0.39% -1,800 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: 17,826 shares; 2024Q4: 21,001 shares; 2025Q1: 59,073 shares; 2025Q2: 56,008 shares; 2025Q3: 51,764 shares; 2025Q4: 60,798 shares 60,798 $3.53M 0.38% +9,034 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: 16,172 shares; 2024Q4: 14,770 shares; 2025Q1: 14,125 shares; 2025Q2: 12,329 shares; 2025Q3: 13,067 shares; 2025Q4: 13,041 shares 13,041 $3.45M 0.38% -26 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 998 shares; 2025Q1: not reported; 2025Q2: 8,629 shares; 2025Q3: 5,762 shares; 2025Q4: 5,115 shares 5,115 $3.45M 0.37% -647 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,489 shares; 2024Q4: 4,308 shares; 2025Q1: 3,454 shares; 2025Q2: 4,398 shares; 2025Q3: 4,753 shares; 2025Q4: 5,003 shares 5,003 $3.43M 0.37% +250 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: 22,656 shares; 2024Q4: 23,775 shares; 2025Q1: 25,072 shares; 2025Q2: 23,586 shares; 2025Q3: 25,168 shares; 2025Q4: 23,860 shares 23,860 $3.42M 0.37% -1,308 Timeline JIRE 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: 14,939 shares; 2024Q4: 14,981 shares; 2025Q1: 28,019 shares; 2025Q2: 40,264 shares; 2025Q3: 28,830 shares; 2025Q4: 45,561 shares 45,561 $3.41M 0.37% +16,731 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,828 shares; 2025Q3: 11,766 shares; 2025Q4: 11,194 shares 11,194 $3.4M 0.37% -572 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,898 shares; 2024Q4: 48,482 shares; 2025Q1: 45,759 shares; 2025Q2: 46,298 shares; 2025Q3: 40,958 shares; 2025Q4: 28,081 shares 28,081 $3.28M 0.36% -12,877 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,637 shares; 2024Q4: 4,899 shares; 2025Q1: 26,390 shares; 2025Q2: 32,973 shares; 2025Q3: 33,565 shares; 2025Q4: 31,118 shares 31,118 $3.28M 0.36% -2,447 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: 41,510 shares; 2024Q4: 50,573 shares; 2025Q1: 55,315 shares; 2025Q2: 56,169 shares; 2025Q3: 58,548 shares; 2025Q4: 59,707 shares 59,707 $3.27M 0.36% +1,159 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,923 shares; 2024Q4: 147,527 shares; 2025Q1: 186,984 shares; 2025Q2: 195,806 shares; 2025Q3: 194,104 shares; 2025Q4: 184,480 shares 184,480 $3.26M 0.35% -9,624 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,662 shares; 2024Q4: 15,738 shares; 2025Q1: 16,732 shares; 2025Q2: 16,139 shares; 2025Q3: 15,625 shares; 2025Q4: 15,580 shares 15,580 $3.26M 0.35% -45 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: 47,222 shares; 2024Q4: 50,518 shares; 2025Q1: 40,931 shares; 2025Q2: 55,256 shares; 2025Q3: 54,034 shares; 2025Q4: 56,984 shares 56,984 $3.23M 0.35% +2,950 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: 19,310 shares; 2024Q4: 18,297 shares; 2025Q1: 16,657 shares; 2025Q2: 17,434 shares; 2025Q3: 17,458 shares; 2025Q4: 19,218 shares 19,218 $2.97M 0.32% +1,760 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: 189,283 shares; 2024Q4: 190,792 shares; 2025Q1: 179,170 shares; 2025Q2: 157,860 shares; 2025Q3: 152,893 shares; 2025Q4: 116,822 shares 116,822 $2.9M 0.32% -36,071 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: 5,820 shares; 2024Q4: 6,478 shares; 2025Q1: 6,208 shares; 2025Q2: 5,217 shares; 2025Q3: 5,073 shares; 2025Q4: 4,696 shares 4,696 $2.84M 0.31% -377 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 810 shares; 2025Q2: 907 shares; 2025Q3: 2,761 shares; 2025Q4: 4,296 shares 4,296 $2.81M 0.31% +1,535 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: 891 shares; 2024Q4: 920 shares; 2025Q1: 1,097 shares; 2025Q2: 6,250 shares; 2025Q3: 7,299 shares; 2025Q4: 7,992 shares 7,992 $2.8M 0.3% +693 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: 31,741 shares; 2024Q4: 31,531 shares; 2025Q1: 29,903 shares; 2025Q2: 24,351 shares; 2025Q3: 25,236 shares; 2025Q4: 24,107 shares 24,107 $2.74M 0.3% -1,129 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: 12,073 shares; 2024Q4: 11,993 shares; 2025Q1: 12,179 shares; 2025Q2: 11,758 shares; 2025Q3: 11,942 shares; 2025Q4: 8,929 shares 8,929 $2.73M 0.3% -3,013 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: 59,445 shares; 2024Q4: 60,504 shares; 2025Q1: 62,316 shares; 2025Q2: 56,099 shares; 2025Q3: 55,268 shares; 2025Q4: 47,146 shares 47,146 $2.72M 0.3% -8,122 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,557 shares; 2024Q4: 14,051 shares; 2025Q1: 13,680 shares; 2025Q2: 45,253 shares; 2025Q3: 62,261 shares; 2025Q4: 68,707 shares 68,707 $2.67M 0.29% +6,446 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,971 shares; 2024Q4: 58,030 shares; 2025Q1: 61,747 shares; 2025Q2: 63,048 shares; 2025Q3: 64,958 shares; 2025Q4: 62,204 shares 62,204 $2.66M 0.29% -2,754 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,617 shares; 2024Q4: 31,278 shares; 2025Q1: 37,100 shares; 2025Q2: 38,000 shares; 2025Q3: 41,950 shares; 2025Q4: 32,320 shares 32,320 $2.61M 0.28% -9,630 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,413 shares; 2024Q4: 67,170 shares; 2025Q1: 41,785 shares; 2025Q2: 47,186 shares; 2025Q3: 48,889 shares; 2025Q4: 46,278 shares 46,278 $2.61M 0.28% -2,611 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: 53,078 shares; 2024Q4: 53,347 shares; 2025Q1: 54,062 shares; 2025Q2: 54,678 shares; 2025Q3: 54,943 shares; 2025Q4: 55,183 shares 55,183 $2.59M 0.28% +240 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,358 shares; 2024Q4: 37,176 shares; 2025Q1: 44,053 shares; 2025Q2: 43,940 shares; 2025Q3: 42,558 shares; 2025Q4: 40,402 shares 40,402 $2.57M 0.28% -2,156 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,379 shares; 2024Q4: 83,970 shares; 2025Q1: 84,820 shares; 2025Q2: 72,516 shares; 2025Q3: 72,283 shares; 2025Q4: 52,385 shares 52,385 $2.51M 0.27% -19,898 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: 13,841 shares; 2024Q4: 15,033 shares; 2025Q1: 21,643 shares; 2025Q2: 48,355 shares; 2025Q3: 61,715 shares; 2025Q4: 74,125 shares 74,125 $2.48M 0.27% +12,410 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: 70,935 shares; 2024Q4: 68,362 shares; 2025Q1: 69,536 shares; 2025Q2: 57,259 shares; 2025Q3: 55,895 shares; 2025Q4: 52,913 shares 52,913 $2.48M 0.27% -2,982 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: 3,212 shares; 2024Q4: 3,631 shares; 2025Q1: 4,645 shares; 2025Q2: 3,981 shares; 2025Q3: 3,254 shares; 2025Q4: 3,577 shares 3,577 $2.44M 0.27% +323 Timeline MLPX 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: 10,146 shares; 2024Q4: 18,051 shares; 2025Q1: 23,978 shares; 2025Q2: 36,485 shares; 2025Q3: 40,241 shares; 2025Q4: 40,286 shares 40,286 $2.44M 0.26% +45 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,498 shares; 2024Q4: 12,481 shares; 2025Q1: 12,025 shares; 2025Q2: 10,827 shares; 2025Q3: 10,848 shares; 2025Q4: 10,090 shares 10,090 $2.43M 0.26% -758 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: 80,895 shares; 2024Q4: 83,714 shares; 2025Q1: 90,012 shares; 2025Q2: 77,839 shares; 2025Q3: 78,622 shares; 2025Q4: 59,725 shares 59,725 $2.43M 0.26% -18,897 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: 17,625 shares; 2024Q4: 17,984 shares; 2025Q1: 19,743 shares; 2025Q2: 20,413 shares; 2025Q3: 20,273 shares; 2025Q4: 15,942 shares 15,942 $2.43M 0.26% -4,331 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: 4,972 shares; 2024Q4: not reported; 2025Q1: 4,583 shares; 2025Q2: 28,354 shares; 2025Q3: 29,628 shares; 2025Q4: 29,481 shares 29,481 $2.41M 0.26% -147 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: 4,452 shares; 2024Q4: 4,925 shares; 2025Q1: 7,206 shares; 2025Q2: 7,647 shares; 2025Q3: 8,286 shares; 2025Q4: 7,244 shares 7,244 $2.33M 0.25% -1,042 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 reported; 2024Q4: 19,032 shares; 2025Q1: 39,740 shares; 2025Q2: 47,478 shares; 2025Q3: 51,035 shares; 2025Q4: 55,616 shares 55,616 $2.31M 0.25% +4,581 Timeline SEPQ LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,708 shares; 2025Q1: 36,386 shares; 2025Q2: 38,393 shares; 2025Q3: 56,882 shares; 2025Q4: 91,069 shares 91,069 $2.31M 0.25% +34,187 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: 16,125 shares; 2024Q4: 15,694 shares; 2025Q1: 15,847 shares; 2025Q2: 19,055 shares; 2025Q3: 21,785 shares; 2025Q4: 19,353 shares 19,353 $2.28M 0.25% -2,432 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,104 shares; 2024Q4: 38,442 shares; 2025Q1: 39,257 shares; 2025Q2: 41,254 shares; 2025Q3: 43,158 shares; 2025Q4: 45,276 shares 45,276 $2.26M 0.25% +2,118 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,867 shares; 2025Q4: 57,026 shares 57,026 $2.19M 0.24% +5,159 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,161 shares; 2024Q4: 96,920 shares; 2025Q1: 87,152 shares; 2025Q2: 66,306 shares; 2025Q3: 73,614 shares; 2025Q4: 73,093 shares 73,093 $2.18M 0.24% -521 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: 3,632 shares; 2024Q4: 4,114 shares; 2025Q1: 4,075 shares; 2025Q2: 2,964 shares; 2025Q3: 2,915 shares; 2025Q4: 23,156 shares 23,156 $2.17M 0.24% +20,241 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: 50,393 shares; 2024Q4: 49,174 shares; 2025Q1: 47,058 shares; 2025Q2: 38,431 shares; 2025Q3: 39,949 shares; 2025Q4: 36,979 shares 36,979 $2.16M 0.23% -2,970 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,538 shares; 2025Q3: 3,870 shares; 2025Q4: 3,780 shares 3,780 $2.16M 0.23% -90 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,985 shares; 2024Q4: 34,284 shares; 2025Q1: 35,865 shares; 2025Q2: 33,686 shares; 2025Q3: 32,583 shares; 2025Q4: 21,764 shares 21,764 $2.09M 0.23% -10,819 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: 8,471 shares; 2024Q4: 8,559 shares; 2025Q1: 9,484 shares; 2025Q2: 9,506 shares; 2025Q3: 9,417 shares; 2025Q4: 6,337 shares 6,337 $2.07M 0.23% -3,080 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,726 shares; 2024Q4: 46,088 shares; 2025Q1: 53,608 shares; 2025Q2: 52,487 shares; 2025Q3: 52,478 shares; 2025Q4: 38,083 shares 38,083 $2.03M 0.22% -14,395 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 1,864 shares; 2025Q1: 2,448 shares; 2025Q2: 2,526 shares; 2025Q3: 19,402 shares; 2025Q4: 20,401 shares 20,401 $2.02M 0.22% +999 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: 709 shares; 2024Q4: 716 shares; 2025Q1: 801 shares; 2025Q2: 887 shares; 2025Q3: 2,008 shares; 2025Q4: 3,508 shares 3,508 $2.01M 0.22% +1,500 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,331 shares; 2024Q4: 18,799 shares; 2025Q1: 18,986 shares; 2025Q2: 18,815 shares; 2025Q3: 18,510 shares; 2025Q4: 18,679 shares 18,679 $1.99M 0.22% +169 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,112 shares; 2025Q3: 1,954 shares; 2025Q4: 1,822 shares 1,822 $1.95M 0.21% -132 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: 12,959 shares; 2024Q4: 12,893 shares; 2025Q1: 12,325 shares; 2025Q2: 12,539 shares; 2025Q3: 12,559 shares; 2025Q4: 12,398 shares 12,398 $1.92M 0.21% -161 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,234 shares; 2024Q4: 27,538 shares; 2025Q1: 28,695 shares; 2025Q2: 26,182 shares; 2025Q3: 25,561 shares; 2025Q4: 16,516 shares 16,516 $1.9M 0.21% -9,045 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 266 shares; 2025Q1: not reported; 2025Q2: 2,092 shares; 2025Q3: 2,436 shares; 2025Q4: 12,181 shares 12,181 $1.87M 0.2% +9,745 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: 5,075 shares; 2024Q4: 5,038 shares; 2025Q1: 4,710 shares; 2025Q2: 5,361 shares; 2025Q3: 5,608 shares; 2025Q4: 5,255 shares 5,255 $1.81M 0.2% -353 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,789 shares; 2025Q4: 18,081 shares 18,081 $1.81M 0.2% +1,292 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: 7,821 shares; 2024Q4: 8,735 shares; 2025Q1: 10,140 shares; 2025Q2: 8,058 shares; 2025Q3: 7,537 shares; 2025Q4: 14,893 shares 14,893 $1.78M 0.19% +7,356 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,734 shares; 2024Q4: 33,821 shares; 2025Q1: 33,405 shares; 2025Q2: 34,927 shares; 2025Q3: 43,888 shares; 2025Q4: 41,838 shares 41,838 $1.76M 0.19% -2,050 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,312 shares; 2024Q4: 11,052 shares; 2025Q1: 10,416 shares; 2025Q2: 9,161 shares; 2025Q3: 9,314 shares; 2025Q4: 6,833 shares 6,833 $1.76M 0.19% -2,481 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,351 shares; 2024Q4: 9,280 shares; 2025Q1: 15,539 shares; 2025Q2: 18,429 shares; 2025Q3: 18,935 shares; 2025Q4: 19,216 shares 19,216 $1.73M 0.19% +281 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,309 shares; 2024Q4: 38,212 shares; 2025Q1: 38,380 shares; 2025Q2: 42,812 shares; 2025Q3: 42,748 shares; 2025Q4: 47,706 shares 47,706 $1.71M 0.19% +4,958 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,566 shares; 2025Q1: 19,584 shares; 2025Q2: 20,583 shares; 2025Q3: 15,740 shares; 2025Q4: 48,056 shares 48,056 $1.7M 0.18% +32,316 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: 10,198 shares; 2024Q4: 11,062 shares; 2025Q1: 10,004 shares; 2025Q2: 9,511 shares; 2025Q3: 10,806 shares; 2025Q4: 9,549 shares 9,549 $1.7M 0.18% -1,257 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,749 shares; 2024Q4: 17,031 shares; 2025Q1: 20,914 shares; 2025Q2: 23,298 shares; 2025Q3: 24,133 shares; 2025Q4: 17,126 shares 17,126 $1.67M 0.18% -7,007 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: 12,732 shares; 2024Q4: 14,939 shares; 2025Q1: 16,777 shares; 2025Q2: 22,469 shares; 2025Q3: 22,234 shares; 2025Q4: 36,173 shares 36,173 $1.66M 0.18% +13,939 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: 18,049 shares; 2024Q4: 23,091 shares; 2025Q1: 28,969 shares; 2025Q2: 39,152 shares; 2025Q3: 41,764 shares; 2025Q4: 40,589 shares 40,589 $1.63M 0.18% -1,175 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: 7,214 shares; 2024Q4: 7,412 shares; 2025Q1: 7,372 shares; 2025Q2: 7,109 shares; 2025Q3: 7,215 shares; 2025Q4: 7,109 shares 7,109 $1.62M 0.18% -106 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: 1,476 shares; 2024Q4: 1,376 shares; 2025Q1: 1,351 shares; 2025Q2: 1,873 shares; 2025Q3: 2,082 shares; 2025Q4: 2,143 shares 2,143 $1.62M 0.18% +61 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,592 shares; 2025Q1: 7,997 shares; 2025Q2: 18,755 shares; 2025Q3: 40,074 shares; 2025Q4: 45,475 shares 45,475 $1.61M 0.17% +5,401 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,789 shares; 2024Q4: 13,977 shares; 2025Q1: 16,015 shares; 2025Q2: 9,518 shares; 2025Q3: 9,436 shares; 2025Q4: 8,656 shares 8,656 $1.58M 0.17% -780 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,067 shares; 2025Q1: 3,240 shares; 2025Q2: 5,963 shares; 2025Q3: 8,407 shares; 2025Q4: 9,815 shares 9,815 $1.54M 0.17% +1,408 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: 1,302 shares; 2024Q4: not reported; 2025Q1: 18,560 shares; 2025Q2: 17,894 shares; 2025Q3: 18,170 shares; 2025Q4: 15,626 shares 15,626 $1.53M 0.17% -2,544 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,564 shares; 2025Q2: 11,839 shares; 2025Q3: 16,978 shares; 2025Q4: 38,557 shares 38,557 $1.51M 0.16% +21,579 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,968 shares; 2025Q3: 3,185 shares; 2025Q4: 3,527 shares 3,527 $1.5M 0.16% +342 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,003 shares; 2025Q1: 4,964 shares; 2025Q2: 5,131 shares; 2025Q3: 5,581 shares; 2025Q4: 15,319 shares 15,319 $1.48M 0.16% +9,738 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,631 shares; 2024Q4: 16,796 shares; 2025Q1: 20,532 shares; 2025Q2: 19,616 shares; 2025Q3: 18,905 shares; 2025Q4: 11,893 shares 11,893 $1.46M 0.16% -7,012 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: 24,119 shares; 2024Q4: 24,618 shares; 2025Q1: 22,774 shares; 2025Q2: 20,608 shares; 2025Q3: 9,578 shares; 2025Q4: 8,911 shares 8,911 $1.43M 0.16% -667 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: 1,583 shares; 2024Q4: 1,625 shares; 2025Q1: 1,648 shares; 2025Q2: 2,107 shares; 2025Q3: 1,761 shares; 2025Q4: 1,329 shares 1,329 $1.43M 0.16% -432 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,393 shares; 2024Q4: 6,534 shares; 2025Q1: 7,401 shares; 2025Q2: 8,149 shares; 2025Q3: 8,406 shares; 2025Q4: 6,883 shares 6,883 $1.42M 0.15% -1,523 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,685 shares; 2024Q4: 15,252 shares; 2025Q1: 16,489 shares; 2025Q2: 17,700 shares; 2025Q3: 29,393 shares; 2025Q4: 31,012 shares 31,012 $1.42M 0.15% +1,619 Timeline XYLD 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: 34,837 shares; 2024Q4: 32,386 shares; 2025Q1: 47,544 shares; 2025Q2: 56,366 shares; 2025Q3: 44,279 shares; 2025Q4: 34,367 shares 34,367 $1.4M 0.15% -9,912 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,088 shares; 2025Q2: 36,711 shares; 2025Q3: 42,946 shares; 2025Q4: 36,439 shares 36,439 $1.39M 0.15% -6,507 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,858 shares; 2024Q4: 28,473 shares; 2025Q1: 28,590 shares; 2025Q2: 31,451 shares; 2025Q3: 32,015 shares; 2025Q4: 31,868 shares 31,868 $1.38M 0.15% -147 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,237 shares; 2025Q1: 2,330 shares; 2025Q2: 2,376 shares; 2025Q3: 2,411 shares; 2025Q4: 2,373 shares 2,373 $1.38M 0.15% -38 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: 3,502 shares; 2024Q4: 3,529 shares; 2025Q1: 2,804 shares; 2025Q2: 2,825 shares; 2025Q3: 2,726 shares; 2025Q4: 2,801 shares 2,801 $1.37M 0.15% +75 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,377 shares; 2024Q4: 18,471 shares; 2025Q1: 17,366 shares; 2025Q2: 18,166 shares; 2025Q3: 18,053 shares; 2025Q4: 17,195 shares 17,195 $1.34M 0.15% -858 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,506 shares; 2025Q1: 6,825 shares; 2025Q2: 6,658 shares; 2025Q3: 6,330 shares; 2025Q4: 16,811 shares 16,811 $1.34M 0.15% +10,481 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,006 shares; 2025Q4: 10,307 shares 10,307 $1.33M 0.14% +6,301 Timeline EIPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,344 shares; 2025Q3: 7,926 shares; 2025Q4: 49,626 shares 49,626 $1.31M 0.14% +41,700 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,755 shares; 2024Q4: 31,839 shares; 2025Q1: 30,459 shares; 2025Q2: 25,693 shares; 2025Q3: 25,586 shares; 2025Q4: 25,739 shares 25,739 $1.31M 0.14% +153 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,357 shares; 2024Q4: 26,761 shares; 2025Q1: 34,096 shares; 2025Q2: 38,577 shares; 2025Q3: 41,685 shares; 2025Q4: 30,231 shares 30,231 $1.31M 0.14% -11,454 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: 7,759 shares; 2024Q4: 7,814 shares; 2025Q1: 7,837 shares; 2025Q2: 7,871 shares; 2025Q3: 9,071 shares; 2025Q4: 9,103 shares 9,103 $1.3M 0.14% +32 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,568 shares; 2025Q1: 4,436 shares; 2025Q2: 4,621 shares; 2025Q3: 5,194 shares; 2025Q4: 14,907 shares 14,907 $1.28M 0.14% +9,713 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446,924 shares; 2024Q4: 461,851 shares; 2025Q1: 338,606 shares; 2025Q2: 327,897 shares; 2025Q3: 264,869 shares; 2025Q4: 50,003 shares 50,003 $1.28M 0.14% -214,866 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,467 shares; 2025Q4: 34,389 shares 34,389 $1.27M 0.14% -2,078 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,390 shares; 2024Q4: 9,496 shares; 2025Q1: 10,128 shares; 2025Q2: 9,995 shares; 2025Q3: 10,193 shares; 2025Q4: 8,268 shares 8,268 $1.27M 0.14% -1,925 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 3,475 shares; 2025Q1: 3,065 shares; 2025Q2: 3,423 shares; 2025Q3: 2,032 shares; 2025Q4: 5,486 shares 5,486 $1.26M 0.14% +3,454 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,342 shares; 2024Q4: 35,032 shares; 2025Q1: 41,198 shares; 2025Q2: 30,371 shares; 2025Q3: 16,204 shares; 2025Q4: 18,933 shares 18,933 $1.26M 0.14% +2,729 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,686 shares; 2024Q4: 30,325 shares; 2025Q1: 22,685 shares; 2025Q2: 26,318 shares; 2025Q3: 11,637 shares; 2025Q4: 27,051 shares 27,051 $1.25M 0.14% +15,414 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: 24,365 shares; 2024Q4: 25,117 shares; 2025Q1: 21,660 shares; 2025Q2: 18,421 shares; 2025Q3: 17,162 shares; 2025Q4: 16,802 shares 16,802 $1.24M 0.14% -360 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: 3,935 shares; 2024Q4: 3,565 shares; 2025Q1: 3,607 shares; 2025Q2: 4,530 shares; 2025Q3: 4,716 shares; 2025Q4: 11,137 shares 11,137 $1.24M 0.13% +6,421 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: 3,324 shares; 2024Q4: 3,527 shares; 2025Q1: 8,654 shares; 2025Q2: 15,261 shares; 2025Q3: 16,628 shares; 2025Q4: 16,216 shares 16,216 $1.22M 0.13% -412 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: 515 shares; 2024Q4: 1,321 shares; 2025Q1: 1,137 shares; 2025Q2: 6,795 shares; 2025Q3: 7,285 shares; 2025Q4: 5,021 shares 5,021 $1.21M 0.13% -2,264 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 2,200 shares; 2025Q1: 2,267 shares; 2025Q2: 2,153 shares; 2025Q3: 1,815 shares; 2025Q4: 1,772 shares 1,772 $1.2M 0.13% -43 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: 18,662 shares; 2024Q4: 18,468 shares; 2025Q1: 17,700 shares; 2025Q2: 18,662 shares; 2025Q3: 16,344 shares; 2025Q4: 26,516 shares 26,516 $1.19M 0.13% +10,172 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,104 shares; 2025Q2: 14,209 shares; 2025Q3: 18,107 shares; 2025Q4: 18,206 shares 18,206 $1.18M 0.13% +99 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,630 shares; 2024Q4: 11,698 shares; 2025Q1: 11,411 shares; 2025Q2: 34,555 shares; 2025Q3: 34,017 shares; 2025Q4: 40,570 shares 40,570 $1.18M 0.13% +6,553 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: 2,063 shares; 2024Q4: 2,246 shares; 2025Q1: 2,658 shares; 2025Q2: 3,346 shares; 2025Q3: 3,609 shares; 2025Q4: 3,815 shares 3,815 $1.18M 0.13% +206 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,583 shares; 2024Q4: 14,526 shares; 2025Q1: 18,254 shares; 2025Q2: 19,752 shares; 2025Q3: 22,219 shares; 2025Q4: 19,922 shares 19,922 $1.17M 0.13% -2,297 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: 4,085 shares; 2024Q4: 3,702 shares; 2025Q1: 3,488 shares; 2025Q2: 4,938 shares; 2025Q3: 6,590 shares; 2025Q4: 2,946 shares 2,946 $1.17M 0.13% -3,644 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: 18,561 shares; 2024Q4: 19,018 shares; 2025Q1: 19,010 shares; 2025Q2: 19,174 shares; 2025Q3: 19,866 shares; 2025Q4: 20,294 shares 20,294 $1.16M 0.13% +428 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,498 shares; 2025Q1: 1,426 shares; 2025Q2: 1,576 shares; 2025Q3: 1,405 shares; 2025Q4: 1,326 shares 1,326 $1.14M 0.12% -79 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,495 shares; 2024Q4: 28,584 shares; 2025Q1: 28,482 shares; 2025Q2: 26,947 shares; 2025Q3: 31,959 shares; 2025Q4: 24,523 shares 24,523 $1.14M 0.12% -7,436 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,396 shares; 2025Q4: 27,479 shares 27,479 $1.12M 0.12% +2,083 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,935 shares; 2024Q4: 15,486 shares; 2025Q1: 15,182 shares; 2025Q2: 15,223 shares; 2025Q3: 15,210 shares; 2025Q4: 15,700 shares 15,700 $1.12M 0.12% +490 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 reported; 2024Q4: not reported; 2025Q1: 20,350 shares; 2025Q2: 22,448 shares; 2025Q3: 22,541 shares; 2025Q4: 22,441 shares 22,441 $1.12M 0.12% -100 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: 8,778 shares; 2024Q4: 6,628 shares; 2025Q1: 5,225 shares; 2025Q2: 6,272 shares; 2025Q3: 13,077 shares; 2025Q4: 13,065 shares 13,065 $1.12M 0.12% -12 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,866 shares; 2025Q3: 61,281 shares; 2025Q4: 65,056 shares 65,056 $1.11M 0.12% +3,775 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: 11,844 shares; 2024Q4: 13,520 shares; 2025Q1: 14,899 shares; 2025Q2: 14,528 shares; 2025Q3: 16,903 shares; 2025Q4: 15,786 shares 15,786 $1.1M 0.12% -1,117 Timeline GOAU ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,300 shares; 2025Q4: 25,181 shares 25,181 $1.07M 0.12% +7,881 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: 2,970 shares; 2024Q4: 3,063 shares; 2025Q1: 2,875 shares; 2025Q2: 2,989 shares; 2025Q3: 2,076 shares; 2025Q4: 2,253 shares 2,253 $1.07M 0.12% +177 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,052 shares; 2025Q2: 24,666 shares; 2025Q3: 24,808 shares; 2025Q4: 28,783 shares 28,783 $1.06M 0.12% +3,975 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: 8,953 shares; 2024Q4: 9,228 shares; 2025Q1: 9,171 shares; 2025Q2: 10,835 shares; 2025Q3: 11,943 shares; 2025Q4: 24,339 shares 24,339 $1.04M 0.11% +12,396 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: 15,707 shares; 2024Q4: 14,717 shares; 2025Q1: 12,950 shares; 2025Q2: 15,981 shares; 2025Q3: 30,120 shares; 2025Q4: 15,977 shares 15,977 $1.03M 0.11% -14,143 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,084 shares 6,084 $1.03M 0.11% new Timeline JUNM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,589 shares; 2024Q4: 45,566 shares; 2025Q1: 30,343 shares; 2025Q2: 30,343 shares; 2025Q3: 30,102 shares; 2025Q4: 29,867 shares 29,867 $1.02M 0.11% -235 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: 3,124 shares; 2024Q4: 3,319 shares; 2025Q1: 5,723 shares; 2025Q2: 5,720 shares; 2025Q3: 4,969 shares; 2025Q4: 5,239 shares 5,239 $1M 0.11% +270 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: 4,111 shares; 2024Q4: 4,145 shares; 2025Q1: 3,391 shares; 2025Q2: 3,041 shares; 2025Q3: 5,081 shares; 2025Q4: 5,059 shares 5,059 $966K 0.1% -22 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: 9,249 shares; 2024Q4: 9,307 shares; 2025Q1: 10,895 shares; 2025Q2: 15,032 shares; 2025Q3: 14,803 shares; 2025Q4: 11,989 shares 11,989 $963K 0.1% -2,814 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: 3,825 shares; 2024Q4: 3,788 shares; 2025Q1: 3,480 shares; 2025Q2: 3,040 shares; 2025Q3: 3,050 shares; 2025Q4: 3,165 shares 3,165 $937K 0.1% +115 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,919 shares; 2025Q4: 22,379 shares 22,379 $925K 0.1% -2,540 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,194 shares; 2025Q4: 18,686 shares 18,686 $914K 0.1% -1,508 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,988 shares; 2024Q4: 9,583 shares; 2025Q1: 11,006 shares; 2025Q2: 9,511 shares; 2025Q3: 11,648 shares; 2025Q4: 19,399 shares 19,399 $914K 0.1% +7,751 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: 9,831 shares; 2024Q4: 11,554 shares; 2025Q1: 12,069 shares; 2025Q2: 9,096 shares; 2025Q3: 8,346 shares; 2025Q4: 8,961 shares 8,961 $914K 0.1% +615 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: 8,971 shares; 2024Q4: 9,400 shares; 2025Q1: 9,798 shares; 2025Q2: 11,201 shares; 2025Q3: 11,447 shares; 2025Q4: 10,335 shares 10,335 $901K 0.1% -1,112 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,744 shares; 2025Q4: 27,680 shares 27,680 $899K 0.1% -64 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: 15,424 shares; 2024Q4: 12,961 shares; 2025Q1: 12,652 shares; 2025Q2: 12,797 shares; 2025Q3: 13,486 shares; 2025Q4: 15,317 shares 15,317 $897K 0.1% +1,831 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,020 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,796 shares; 2025Q4: 19,739 shares 19,739 $878K 0.1% +943 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,338 shares 29,338 $867K 0.09% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,101 shares; 2025Q1: 4,217 shares; 2025Q2: 4,557 shares; 2025Q3: 6,665 shares; 2025Q4: 5,765 shares 5,765 $867K 0.09% -900 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: 25,538 shares; 2024Q4: 26,703 shares; 2025Q1: 27,975 shares; 2025Q2: 28,846 shares; 2025Q3: 26,872 shares; 2025Q4: 26,974 shares 26,974 $865K 0.09% +102 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,376 shares; 2025Q3: 5,599 shares; 2025Q4: 6,579 shares 6,579 $862K 0.09% +980 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: 2,022 shares; 2024Q4: 2,224 shares; 2025Q1: 2,892 shares; 2025Q2: 3,723 shares; 2025Q3: 4,071 shares; 2025Q4: 4,071 shares 4,071 $860K 0.09% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,484 shares; 2025Q4: 2,163 shares 2,163 $852K 0.09% +679 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,798 shares 3,798 $834K 0.09% new Timeline HYGH 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 reported; 2024Q4: not reported; 2025Q1: 3,769 shares; 2025Q2: 8,083 shares; 2025Q3: 8,110 shares; 2025Q4: 9,534 shares 9,534 $822K 0.09% +1,424 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: 2,174 shares; 2024Q4: 1,912 shares; 2025Q1: 1,987 shares; 2025Q2: 4,257 shares; 2025Q3: 4,468 shares; 2025Q4: 4,479 shares 4,479 $821K 0.09% +11 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 reported; 2024Q4: 521 shares; 2025Q1: 589 shares; 2025Q2: 583 shares; 2025Q3: 972 shares; 2025Q4: 928 shares 928 $816K 0.09% -44 Timeline SEPM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,242 shares; 2025Q4: 25,589 shares 25,589 $814K 0.09% +18,347 Timeline PAPR 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: 93,974 shares; 2024Q4: 92,716 shares; 2025Q1: 82,104 shares; 2025Q2: 34,671 shares; 2025Q3: 21,586 shares; 2025Q4: 20,784 shares 20,784 $813K 0.09% -802 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,323 shares; 2024Q4: 13,274 shares; 2025Q1: 13,569 shares; 2025Q2: 12,312 shares; 2025Q3: 12,284 shares; 2025Q4: 10,507 shares 10,507 $808K 0.09% -1,777 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: 3,198 shares; 2024Q4: 2,869 shares; 2025Q1: 2,888 shares; 2025Q2: 2,635 shares; 2025Q3: 2,759 shares; 2025Q4: 2,777 shares 2,777 $806K 0.09% +18 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,373 shares; 2024Q4: 9,583 shares; 2025Q1: 5,862 shares; 2025Q2: 5,981 shares; 2025Q3: 4,826 shares; 2025Q4: 8,709 shares 8,709 $806K 0.09% +3,883 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,715 shares; 2024Q4: 12,673 shares; 2025Q1: 10,892 shares; 2025Q2: 11,593 shares; 2025Q3: 11,198 shares; 2025Q4: 10,708 shares 10,708 $804K 0.09% -490 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,158 shares; 2024Q4: 10,148 shares; 2025Q1: 10,634 shares; 2025Q2: 8,968 shares; 2025Q3: 11,891 shares; 2025Q4: 12,037 shares 12,037 $794K 0.09% +146 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: 3,109 shares; 2024Q4: 3,077 shares; 2025Q1: 2,535 shares; 2025Q2: 2,382 shares; 2025Q3: 4,114 shares; 2025Q4: 3,707 shares 3,707 $794K 0.09% -407 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,478 shares; 2024Q4: 27,658 shares; 2025Q1: 31,029 shares; 2025Q2: 38,465 shares; 2025Q3: 39,920 shares; 2025Q4: 47,981 shares 47,981 $791K 0.09% +8,061 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,718 shares; 2024Q4: 10,994 shares; 2025Q1: 11,397 shares; 2025Q2: 3,664 shares; 2025Q3: 3,525 shares; 2025Q4: 2,853 shares 2,853 $785K 0.09% -672 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781 shares; 2024Q4: 826 shares; 2025Q1: 428 shares; 2025Q2: 387 shares; 2025Q3: 602 shares; 2025Q4: 646 shares 646 $785K 0.09% +44 Timeline XTWY BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,071 shares; 2025Q4: 20,451 shares 20,451 $774K 0.08% +2,380 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: 27,531 shares; 2024Q4: 27,486 shares; 2025Q1: 32,149 shares; 2025Q2: 30,966 shares; 2025Q3: 18,260 shares; 2025Q4: 18,303 shares 18,303 $758K 0.08% +43 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,095 shares; 2024Q4: 2,416 shares; 2025Q1: 2,217 shares; 2025Q2: 2,438 shares; 2025Q3: 2,727 shares; 2025Q4: 3,012 shares 3,012 $756K 0.08% +285 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: 2,860 shares; 2024Q4: 3,324 shares; 2025Q1: 4,512 shares; 2025Q2: 5,267 shares; 2025Q3: 5,978 shares; 2025Q4: 6,249 shares 6,249 $752K 0.08% +271 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,117 shares; 2025Q1: 1,996 shares; 2025Q2: 2,329 shares; 2025Q3: 3,322 shares; 2025Q4: 3,502 shares 3,502 $750K 0.08% +180 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: 43,871 shares; 2024Q4: 43,242 shares; 2025Q1: 45,835 shares; 2025Q2: 33,427 shares; 2025Q3: 10,456 shares; 2025Q4: 10,764 shares 10,764 $747K 0.08% +308 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,667 shares; 2024Q4: 8,652 shares; 2025Q1: 7,444 shares; 2025Q2: 8,482 shares; 2025Q3: 6,033 shares; 2025Q4: 5,883 shares 5,883 $745K 0.08% -150 Timeline COFS CHOICEONE FINANCIA More: the full row for CHOICEONE FINANCIA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,779 shares; 2024Q4: 24,779 shares; 2025Q1: 24,779 shares; 2025Q2: 24,779 shares; 2025Q3: 24,779 shares; 2025Q4: 24,779 shares 24,779 $731K 0.08% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,186 shares; 2025Q1: 1,509 shares; 2025Q2: 1,580 shares; 2025Q3: 1,465 shares; 2025Q4: 1,766 shares 1,766 $729K 0.08% +301 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 2,203 shares; 2025Q1: 2,164 shares; 2025Q2: 2,050 shares; 2025Q3: 2,357 shares; 2025Q4: 2,330 shares 2,330 $728K 0.08% -27 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,465 shares; 2024Q4: 7,974 shares; 2025Q1: 16,201 shares; 2025Q2: 21,929 shares; 2025Q3: 21,602 shares; 2025Q4: 21,734 shares 21,734 $724K 0.08% +132 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,034 shares 2,034 $719K 0.08% new Timeline INEQ COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,779 shares; 2025Q4: 19,087 shares 19,087 $711K 0.08% +308 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 1,456 shares; 2025Q1: 1,407 shares; 2025Q2: 1,520 shares; 2025Q3: 1,321 shares; 2025Q4: 1,486 shares 1,486 $697K 0.08% +165 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: 30,003 shares; 2024Q4: 21,568 shares; 2025Q1: 17,139 shares; 2025Q2: 15,138 shares; 2025Q3: 13,317 shares; 2025Q4: 12,921 shares 12,921 $695K 0.08% -396 Timeline QLD 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,034 shares; 2025Q3: 4,334 shares; 2025Q4: 9,827 shares 9,827 $692K 0.08% +5,493 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,854 shares; 2024Q4: 4,790 shares; 2025Q1: 2,472 shares; 2025Q2: 3,162 shares; 2025Q3: 2,254 shares; 2025Q4: 2,298 shares 2,298 $686K 0.07% +44 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,452 shares; 2024Q4: 9,202 shares; 2025Q1: 12,012 shares; 2025Q2: 12,012 shares; 2025Q3: 13,118 shares; 2025Q4: 25,752 shares 25,752 $676K 0.07% +12,634 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,756 shares; 2025Q1: not reported; 2025Q2: 895 shares; 2025Q3: 780 shares; 2025Q4: 2,508 shares 2,508 $675K 0.07% +1,728 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: 12,582 shares; 2024Q4: 14,583 shares; 2025Q1: 13,696 shares; 2025Q2: 14,714 shares; 2025Q3: 14,425 shares; 2025Q4: 20,827 shares 20,827 $673K 0.07% +6,402 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,872 shares 24,872 $664K 0.07% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,575 shares; 2024Q4: 3,225 shares; 2025Q1: 3,219 shares; 2025Q2: 3,105 shares; 2025Q3: 2,836 shares; 2025Q4: 2,868 shares 2,868 $663K 0.07% +32 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,577 shares; 2024Q4: 8,891 shares; 2025Q1: 10,423 shares; 2025Q2: 10,414 shares; 2025Q3: 11,201 shares; 2025Q4: 11,637 shares 11,637 $661K 0.07% +436 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,433 shares; 2025Q2: 4,527 shares; 2025Q3: 4,026 shares; 2025Q4: 13,207 shares 13,207 $660K 0.07% +9,181 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,581 shares; 2025Q1: 1,595 shares; 2025Q2: 1,559 shares; 2025Q3: 1,398 shares; 2025Q4: 1,364 shares 1,364 $660K 0.07% -34 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,359 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,483 shares; 2025Q4: 14,000 shares 14,000 $659K 0.07% +9,517 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,314 shares; 2025Q2: 18,992 shares; 2025Q3: 18,871 shares; 2025Q4: 16,174 shares 16,174 $659K 0.07% -2,697 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,920 shares; 2024Q4: 69,749 shares; 2025Q1: 72,122 shares; 2025Q2: 68,886 shares; 2025Q3: 68,907 shares; 2025Q4: 57,053 shares 57,053 $652K 0.07% -11,854 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,762 shares; 2024Q4: 15,413 shares; 2025Q1: 14,367 shares; 2025Q2: 14,116 shares; 2025Q3: 14,043 shares; 2025Q4: 13,515 shares 13,515 $649K 0.07% -528 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,018 shares; 2024Q4: 4,632 shares; 2025Q1: 4,572 shares; 2025Q2: 5,951 shares; 2025Q3: 6,013 shares; 2025Q4: 5,980 shares 5,980 $648K 0.07% -33 Timeline PAAA 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,640 shares 12,640 $648K 0.07% new 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: 7,510 shares; 2024Q4: 7,283 shares; 2025Q1: 6,989 shares; 2025Q2: 7,566 shares; 2025Q3: 7,723 shares; 2025Q4: 8,270 shares 8,270 $637K 0.07% +547 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,073 shares; 2025Q2: 14,000 shares; 2025Q3: 15,100 shares; 2025Q4: 25,100 shares 25,100 $635K 0.07% +10,000 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,871 shares; 2025Q4: 24,600 shares 24,600 $628K 0.07% +1,729 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,116 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,217 shares; 2025Q4: 22,896 shares 22,896 $626K 0.07% +14,679 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,220 shares; 2024Q4: 19,109 shares; 2025Q1: 16,787 shares; 2025Q2: 13,026 shares; 2025Q3: 10,033 shares; 2025Q4: 13,285 shares 13,285 $623K 0.07% +3,252 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,589 shares 14,589 $620K 0.07% new Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,098 shares; 2025Q3: 50,063 shares; 2025Q4: 72,118 shares 72,118 $619K 0.07% +22,055 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: 5,230 shares; 2024Q4: 5,705 shares; 2025Q1: 3,414 shares; 2025Q2: 6,504 shares; 2025Q3: 6,590 shares; 2025Q4: 5,933 shares 5,933 $617K 0.07% -657 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,573 shares; 2025Q1: 8,502 shares; 2025Q2: 13,192 shares; 2025Q3: 19,343 shares; 2025Q4: 22,055 shares 22,055 $604K 0.07% +2,712 Timeline FTXO 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: 7,462 shares; 2024Q4: 7,807 shares; 2025Q1: 7,461 shares; 2025Q2: 7,888 shares; 2025Q3: 5,713 shares; 2025Q4: 15,863 shares 15,863 $599K 0.07% +10,150 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,236 shares; 2025Q2: 2,748 shares; 2025Q3: 2,818 shares; 2025Q4: 2,099 shares 2,099 $599K 0.07% -719 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,311 shares; 2025Q2: 12,520 shares; 2025Q3: 10,902 shares; 2025Q4: 6,933 shares 6,933 $595K 0.06% -3,969 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,877 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,573 shares 8,573 $576K 0.06% new Timeline DECM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,847 shares; 2025Q2: 9,847 shares; 2025Q3: 9,847 shares; 2025Q4: 17,476 shares 17,476 $574K 0.06% +7,629 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,854 shares; 2024Q4: 1,976 shares; 2025Q1: 1,895 shares; 2025Q2: 1,967 shares; 2025Q3: 3,187 shares; 2025Q4: 4,275 shares 4,275 $567K 0.06% +1,088 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: 1,361 shares; 2024Q4: 1,367 shares; 2025Q1: 1,384 shares; 2025Q2: 2,101 shares; 2025Q3: 1,330 shares; 2025Q4: 1,344 shares 1,344 $567K 0.06% +14 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,855 shares; 2025Q3: 15,267 shares; 2025Q4: 18,804 shares 18,804 $560K 0.06% +3,537 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: 12,457 shares; 2024Q4: 12,821 shares; 2025Q1: 8,714 shares; 2025Q2: 7,995 shares; 2025Q3: 8,005 shares; 2025Q4: 8,932 shares 8,932 $558K 0.06% +927 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,298 shares 10,298 $554K 0.06% new Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,831 shares; 2024Q4: 16,101 shares; 2025Q1: 14,128 shares; 2025Q2: 8,696 shares; 2025Q3: 9,858 shares; 2025Q4: 12,173 shares 12,173 $548K 0.06% +2,315 Timeline BOTZ 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: 14,733 shares; 2024Q4: 14,908 shares; 2025Q1: 15,380 shares; 2025Q2: 14,413 shares; 2025Q3: 16,018 shares; 2025Q4: 14,961 shares 14,961 $542K 0.06% -1,057 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,471 shares; 2025Q1: 1,444 shares; 2025Q2: 2,021 shares; 2025Q3: 2,252 shares; 2025Q4: 2,225 shares 2,225 $539K 0.06% -27 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 reported; 2024Q4: not reported; 2025Q1: 7,137 shares; 2025Q2: 12,374 shares; 2025Q3: 10,958 shares; 2025Q4: 10,891 shares 10,891 $539K 0.06% -67 Timeline BUG 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: 16,836 shares; 2024Q4: 17,102 shares; 2025Q1: 16,962 shares; 2025Q2: 16,608 shares; 2025Q3: 17,483 shares; 2025Q4: 17,650 shares 17,650 $538K 0.06% +167 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: 2,273 shares; 2024Q4: 2,213 shares; 2025Q1: 2,218 shares; 2025Q2: 2,245 shares; 2025Q3: 2,132 shares; 2025Q4: 2,140 shares 2,140 $536K 0.06% +8 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,851 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,097 shares 5,097 $533K 0.06% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,647 shares; 2024Q4: 11,041 shares; 2025Q1: 11,831 shares; 2025Q2: 10,596 shares; 2025Q3: 10,276 shares; 2025Q4: 6,549 shares 6,549 $525K 0.06% -3,727 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,512 shares 2,512 $519K 0.06% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,502 shares; 2025Q1: 5,731 shares; 2025Q2: 5,848 shares; 2025Q3: 9,694 shares; 2025Q4: 10,293 shares 10,293 $511K 0.06% +599 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,379 shares 1,379 $510K 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: 1,879 shares; 2024Q4: 2,170 shares; 2025Q1: 3,150 shares; 2025Q2: 2,588 shares; 2025Q3: 2,713 shares; 2025Q4: 2,950 shares 2,950 $505K 0.05% +237 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,943 shares; 2025Q1: 9,807 shares; 2025Q2: 9,899 shares; 2025Q3: 9,637 shares; 2025Q4: 23,432 shares 23,432 $497K 0.05% +13,795 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,805 shares; 2025Q4: 7,086 shares 7,086 $494K 0.05% +281 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 reported; 2024Q4: 3,087 shares; 2025Q1: 4,403 shares; 2025Q2: 4,542 shares; 2025Q3: 4,798 shares; 2025Q4: 9,363 shares 9,363 $494K 0.05% +4,565 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: 980 shares; 2024Q4: 739 shares; 2025Q1: 716 shares; 2025Q2: 696 shares; 2025Q3: 679 shares; 2025Q4: 739 shares 739 $489K 0.05% +60 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: 13,346 shares; 2024Q4: 10,257 shares; 2025Q1: 9,929 shares; 2025Q2: 9,553 shares; 2025Q3: 8,456 shares; 2025Q4: 8,875 shares 8,875 $488K 0.05% +419 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,804 shares; 2025Q1: 17,324 shares; 2025Q2: 17,178 shares; 2025Q3: 15,981 shares; 2025Q4: 12,771 shares 12,771 $483K 0.05% -3,210 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: 2,392 shares; 2024Q4: 2,506 shares; 2025Q1: 1,679 shares; 2025Q2: 1,297 shares; 2025Q3: 1,685 shares; 2025Q4: 1,738 shares 1,738 $481K 0.05% +53 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: 4,312 shares; 2024Q4: 3,613 shares; 2025Q1: 3,342 shares; 2025Q2: 3,010 shares; 2025Q3: 2,899 shares; 2025Q4: 2,944 shares 2,944 $474K 0.05% +45 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: 20,485 shares; 2024Q4: 24,155 shares; 2025Q1: 23,747 shares; 2025Q2: 24,467 shares; 2025Q3: 29,257 shares; 2025Q4: 26,752 shares 26,752 $474K 0.05% -2,505 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,654 shares 6,654 $472K 0.05% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,835 shares; 2025Q4: 4,053 shares 4,053 $470K 0.05% +218 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,260 shares; 2025Q2: 3,189 shares; 2025Q3: 3,177 shares; 2025Q4: 3,122 shares 3,122 $468K 0.05% -55 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: 1,634 shares; 2024Q4: 2,126 shares; 2025Q1: 1,894 shares; 2025Q2: 1,998 shares; 2025Q3: 1,555 shares; 2025Q4: 1,539 shares 1,539 $443K 0.05% -16 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: 3,039 shares; 2024Q4: 3,167 shares; 2025Q1: 2,618 shares; 2025Q2: 2,660 shares; 2025Q3: 2,603 shares; 2025Q4: 2,620 shares 2,620 $426K 0.05% +17 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: 1,065 shares; 2024Q4: 1,152 shares; 2025Q1: 1,654 shares; 2025Q2: 1,581 shares; 2025Q3: 1,506 shares; 2025Q4: 884 shares 884 $425K 0.05% -622 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,797 shares; 2025Q3: 3,051 shares; 2025Q4: 3,732 shares 3,732 $422K 0.05% +681 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,138 shares; 2025Q2: 9,809 shares; 2025Q3: 10,252 shares; 2025Q4: 10,995 shares 10,995 $422K 0.05% +743 Timeline URA 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: 18,124 shares; 2024Q4: 17,669 shares; 2025Q1: 20,793 shares; 2025Q2: 26,060 shares; 2025Q3: 11,914 shares; 2025Q4: 9,872 shares 9,872 $422K 0.05% -2,042 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,646 shares; 2025Q4: 2,409 shares 2,409 $412K 0.04% +763 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,808 shares; 2025Q3: 2,194 shares; 2025Q4: 3,264 shares 3,264 $411K 0.04% +1,070 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,055 shares; 2025Q4: 2,545 shares 2,545 $411K 0.04% +490 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,941 shares; 2025Q4: 1,990 shares 1,990 $408K 0.04% +49 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 3,103 shares; 2025Q1: 3,365 shares; 2025Q2: 3,008 shares; 2025Q3: 3,122 shares; 2025Q4: 3,312 shares 3,312 $407K 0.04% +190 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,243 shares; 2025Q1: 5,685 shares; 2025Q2: 5,569 shares; 2025Q3: 6,023 shares; 2025Q4: 6,129 shares 6,129 $405K 0.04% +106 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,443 shares; 2025Q3: 8,019 shares; 2025Q4: 7,966 shares 7,966 $405K 0.04% -53 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,264 shares; 2025Q4: 10,264 shares 10,264 $403K 0.04% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 756 shares; 2025Q1: 837 shares; 2025Q2: 859 shares; 2025Q3: 753 shares; 2025Q4: 700 shares 700 $393K 0.04% -53 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,193 shares; 2025Q1: 5,685 shares; 2025Q2: 5,974 shares; 2025Q3: 6,173 shares; 2025Q4: 5,734 shares 5,734 $392K 0.04% -439 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,261 shares; 2024Q4: 10,313 shares; 2025Q1: 9,956 shares; 2025Q2: 9,865 shares; 2025Q3: 9,299 shares; 2025Q4: 9,629 shares 9,629 $389K 0.04% +330 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 488 shares; 2025Q1: 542 shares; 2025Q2: 642 shares; 2025Q3: not reported; 2025Q4: 682 shares 682 $386K 0.04% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,140 shares; 2025Q4: 3,979 shares 3,979 $379K 0.04% -161 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,930 shares 12,930 $373K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,149 shares; 2025Q3: 4,074 shares; 2025Q4: 4,068 shares 4,068 $372K 0.04% -6 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,878 shares; 2025Q2: 9,034 shares; 2025Q3: 9,941 shares; 2025Q4: 8,733 shares 8,733 $371K 0.04% -1,208 Timeline GVAL 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,757 shares 11,757 $370K 0.04% new Timeline FLMX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,793 shares; 2025Q4: 10,927 shares 10,927 $370K 0.04% +1,134 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,132 shares; 2025Q1: 1,219 shares; 2025Q2: 1,072 shares; 2025Q3: 1,470 shares; 2025Q4: 1,423 shares 1,423 $368K 0.04% -47 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418 shares; 2024Q4: 421 shares; 2025Q1: 409 shares; 2025Q2: 405 shares; 2025Q3: 416 shares; 2025Q4: 418 shares 418 $367K 0.04% +2 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,107 shares; 2024Q4: 10,504 shares; 2025Q1: 13,212 shares; 2025Q2: not reported; 2025Q3: 13,922 shares; 2025Q4: 12,965 shares 12,965 $366K 0.04% -957 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,222 shares; 2024Q4: 4,239 shares; 2025Q1: 4,281 shares; 2025Q2: 4,316 shares; 2025Q3: 4,338 shares; 2025Q4: 4,187 shares 4,187 $365K 0.04% -151 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,797 shares; 2024Q4: 3,978 shares; 2025Q1: 4,036 shares; 2025Q2: 4,068 shares; 2025Q3: 4,084 shares; 2025Q4: 8,028 shares 8,028 $364K 0.04% +3,944 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,552 shares; 2024Q4: 12,347 shares; 2025Q1: 12,347 shares; 2025Q2: 9,035 shares; 2025Q3: 9,035 shares; 2025Q4: 9,035 shares 9,035 $361K 0.04% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,279 shares; 2024Q4: 3,469 shares; 2025Q1: 3,714 shares; 2025Q2: 2,511 shares; 2025Q3: 2,721 shares; 2025Q4: 2,689 shares 2,689 $357K 0.04% -32 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 189 shares; 2025Q2: 3,532 shares; 2025Q3: 4,074 shares; 2025Q4: 3,893 shares 3,893 $355K 0.04% -181 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,513 shares; 2024Q4: 12,513 shares; 2025Q1: 13,291 shares; 2025Q2: 13,291 shares; 2025Q3: 13,291 shares; 2025Q4: 13,291 shares 13,291 $353K 0.04% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,733 shares; 2025Q1: 1,490 shares; 2025Q2: 1,391 shares; 2025Q3: 1,353 shares; 2025Q4: 1,363 shares 1,363 $352K 0.04% +10 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,237 shares; 2025Q3: 1,869 shares; 2025Q4: 1,846 shares 1,846 $347K 0.04% -23 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: 958 shares; 2024Q4: 2,215 shares; 2025Q1: 2,168 shares; 2025Q2: 2,381 shares; 2025Q3: 1,798 shares; 2025Q4: 1,856 shares 1,856 $342K 0.04% +58 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: 1,903 shares; 2024Q4: 1,893 shares; 2025Q1: 1,896 shares; 2025Q2: 1,903 shares; 2025Q3: 1,640 shares; 2025Q4: 1,702 shares 1,702 $338K 0.04% +62 Timeline UXOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,965 shares; 2025Q2: 7,003 shares; 2025Q3: 9,004 shares; 2025Q4: 9,447 shares 9,447 $336K 0.04% +443 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,323 shares; 2024Q4: 67,317 shares; 2025Q1: 31,128 shares; 2025Q2: 6,804 shares; 2025Q3: 6,101 shares; 2025Q4: 3,978 shares 3,978 $335K 0.04% -2,123 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,300 shares; 2024Q4: 7,334 shares; 2025Q1: 7,334 shares; 2025Q2: 6,572 shares; 2025Q3: 6,249 shares; 2025Q4: 5,838 shares 5,838 $333K 0.04% -411 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,659 shares; 2024Q4: 2,683 shares; 2025Q1: 2,700 shares; 2025Q2: 2,701 shares; 2025Q3: 2,693 shares; 2025Q4: 2,720 shares 2,720 $331K 0.04% +27 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 329 shares; 2025Q2: 319 shares; 2025Q3: 313 shares; 2025Q4: 308 shares 308 $330K 0.04% -5 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,426 shares; 2024Q4: 3,183 shares; 2025Q1: 7,413 shares; 2025Q2: 3,996 shares; 2025Q3: 4,313 shares; 2025Q4: 4,211 shares 4,211 $327K 0.04% -102 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,695 shares; 2025Q2: 8,135 shares; 2025Q3: 8,336 shares; 2025Q4: 8,448 shares 8,448 $327K 0.04% +112 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,110 shares; 2025Q4: 1,049 shares 1,049 $321K 0.03% -61 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 579 shares; 2025Q1: 646 shares; 2025Q2: 584 shares; 2025Q3: 838 shares; 2025Q4: 815 shares 815 $319K 0.03% -23 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,927 shares; 2024Q4: 6,535 shares; 2025Q1: 5,676 shares; 2025Q2: 4,552 shares; 2025Q3: 6,508 shares; 2025Q4: 6,230 shares 6,230 $319K 0.03% -278 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,861 shares; 2024Q4: 8,863 shares; 2025Q1: 8,764 shares; 2025Q2: 11,005 shares; 2025Q3: 11,456 shares; 2025Q4: 11,355 shares 11,355 $318K 0.03% -101 Timeline ANGL 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: 9,109 shares; 2024Q4: 9,594 shares; 2025Q1: 10,291 shares; 2025Q2: 11,654 shares; 2025Q3: 10,983 shares; 2025Q4: 10,835 shares 10,835 $318K 0.03% -148 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,987 shares; 2025Q3: 5,473 shares; 2025Q4: 5,718 shares 5,718 $318K 0.03% +245 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,292 shares; 2025Q1: 2,830 shares; 2025Q2: 2,529 shares; 2025Q3: 2,489 shares; 2025Q4: 2,302 shares 2,302 $318K 0.03% -187 Timeline FXG 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: 6,471 shares; 2024Q4: 4,048 shares; 2025Q1: 6,209 shares; 2025Q2: 7,010 shares; 2025Q3: 7,988 shares; 2025Q4: 5,214 shares 5,214 $316K 0.03% -2,774 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,791 shares; 2025Q4: 5,826 shares 5,826 $314K 0.03% +35 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 reported; 2024Q4: 1,493 shares; 2025Q1: 1,557 shares; 2025Q2: 1,649 shares; 2025Q3: 1,447 shares; 2025Q4: 1,430 shares 1,430 $310K 0.03% -17 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,562 shares; 2025Q4: 3,536 shares 3,536 $310K 0.03% -26 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: 2,997 shares; 2024Q4: 3,045 shares; 2025Q1: 3,048 shares; 2025Q2: 3,070 shares; 2025Q3: 3,488 shares; 2025Q4: 3,455 shares 3,455 $309K 0.03% -33 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,496 shares; 2025Q4: 9,025 shares 9,025 $305K 0.03% +2,529 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,040 shares; 2025Q2: 12,519 shares; 2025Q3: 11,866 shares; 2025Q4: 11,645 shares 11,645 $305K 0.03% -221 Timeline KRE 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: 6,895 shares; 2024Q4: 8,373 shares; 2025Q1: 7,984 shares; 2025Q2: 6,381 shares; 2025Q3: 8,364 shares; 2025Q4: 4,695 shares 4,695 $304K 0.03% -3,669 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: 20,774 shares; 2024Q4: 21,086 shares; 2025Q1: 2,938 shares; 2025Q2: 2,443 shares; 2025Q3: 2,270 shares; 2025Q4: 1,881 shares 1,881 $301K 0.03% -389 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 reported; 2024Q4: 497 shares; 2025Q1: 460 shares; 2025Q2: 537 shares; 2025Q3: 526 shares; 2025Q4: 528 shares 528 $300K 0.03% +2 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: 1,712 shares; 2024Q4: 1,707 shares; 2025Q1: 1,625 shares; 2025Q2: 1,628 shares; 2025Q3: 1,714 shares; 2025Q4: 1,693 shares 1,693 $294K 0.03% -21 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: 6,191 shares; 2024Q4: 6,014 shares; 2025Q1: 4,308 shares; 2025Q2: 4,715 shares; 2025Q3: 5,477 shares; 2025Q4: 5,442 shares 5,442 $294K 0.03% -35 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,227 shares; 2024Q4: 2,120 shares; 2025Q1: 3,263 shares; 2025Q2: 3,524 shares; 2025Q3: 2,523 shares; 2025Q4: 2,285 shares 2,285 $286K 0.03% -238 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,701 shares; 2025Q4: 5,096 shares 5,096 $285K 0.03% -605 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,922 shares; 2025Q4: 2,483 shares 2,483 $285K 0.03% +561 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,801 shares; 2024Q4: 6,870 shares; 2025Q1: 7,044 shares; 2025Q2: 7,044 shares; 2025Q3: 7,450 shares; 2025Q4: 7,450 shares 7,450 $284K 0.03% 0 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,690 shares; 2025Q2: 29,679 shares; 2025Q3: 32,300 shares; 2025Q4: 18,814 shares 18,814 $282K 0.03% -13,486 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,742 shares; 2025Q4: 13,742 shares 13,742 $282K 0.03% 0 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: 2,158 shares; 2024Q4: 2,173 shares; 2025Q1: 2,100 shares; 2025Q2: 2,137 shares; 2025Q3: 2,161 shares; 2025Q4: 2,186 shares 2,186 $282K 0.03% +25 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,036 shares 11,036 $281K 0.03% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,651 shares; 2024Q4: 2,696 shares; 2025Q1: 2,750 shares; 2025Q2: 2,806 shares; 2025Q3: 3,018 shares; 2025Q4: 2,960 shares 2,960 $277K 0.03% -58 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,317 shares; 2025Q3: 3,328 shares; 2025Q4: 3,511 shares 3,511 $276K 0.03% +183 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,909 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,665 shares; 2025Q4: 7,456 shares 7,456 $275K 0.03% +791 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,125 shares; 2024Q4: 4,875 shares; 2025Q1: 4,878 shares; 2025Q2: 4,613 shares; 2025Q3: 4,612 shares; 2025Q4: 4,489 shares 4,489 $274K 0.03% -123 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,281 shares; 2024Q4: not reported; 2025Q1: 3,256 shares; 2025Q2: 3,163 shares; 2025Q3: 3,478 shares; 2025Q4: 3,380 shares 3,380 $268K 0.03% -98 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,029 shares 4,029 $264K 0.03% new Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,590 shares; 2024Q4: 9,590 shares; 2025Q1: 9,590 shares; 2025Q2: 9,590 shares; 2025Q3: 9,590 shares; 2025Q4: 9,590 shares 9,590 $264K 0.03% 0 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,263 shares; 2024Q4: 4,269 shares; 2025Q1: 4,279 shares; 2025Q2: 4,287 shares; 2025Q3: 4,294 shares; 2025Q4: 4,305 shares 4,305 $263K 0.03% +11 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: 1,468 shares; 2024Q4: 1,468 shares; 2025Q1: 1,268 shares; 2025Q2: 911 shares; 2025Q3: 891 shares; 2025Q4: 865 shares 865 $260K 0.03% -26 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,653 shares; 2025Q3: 6,821 shares; 2025Q4: 4,618 shares 4,618 $258K 0.03% -2,203 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,070 shares 5,070 $255K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,532 shares 2,532 $253K 0.03% new Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,383 shares; 2024Q4: 2,396 shares; 2025Q1: 2,414 shares; 2025Q2: 2,428 shares; 2025Q3: 2,430 shares; 2025Q4: 2,443 shares 2,443 $252K 0.03% +13 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,661 shares 3,661 $248K 0.03% new 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: 90,484 shares; 2024Q4: 90,671 shares; 2025Q1: 97,441 shares; 2025Q2: 110,384 shares; 2025Q3: 9,197 shares; 2025Q4: 5,575 shares 5,575 $247K 0.03% -3,622 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,108 shares; 2024Q4: 4,086 shares; 2025Q1: 3,656 shares; 2025Q2: 3,717 shares; 2025Q3: 3,727 shares; 2025Q4: 3,646 shares 3,646 $246K 0.03% -81 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 1,268 shares; 2025Q1: 1,208 shares; 2025Q2: 1,208 shares; 2025Q3: 1,216 shares; 2025Q4: 1,207 shares 1,207 $243K 0.03% -9 Timeline RSPT 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: 10,134 shares; 2024Q4: 12,555 shares; 2025Q1: 8,427 shares; 2025Q2: 7,083 shares; 2025Q3: not reported; 2025Q4: 5,237 shares 5,237 $238K 0.03% 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: 2,471 shares; 2024Q4: 2,470 shares; 2025Q1: 2,475 shares; 2025Q2: 2,498 shares; 2025Q3: 2,479 shares; 2025Q4: 2,473 shares 2,473 $233K 0.03% -6 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,885 shares; 2025Q4: 4,187 shares 4,187 $233K 0.03% +302 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,106 shares; 2024Q4: 9,148 shares; 2025Q1: 9,148 shares; 2025Q2: 8,190 shares; 2025Q3: 7,788 shares; 2025Q4: 7,282 shares 7,282 $232K 0.03% -506 Timeline STIP 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: 32,189 shares; 2024Q4: 23,167 shares; 2025Q1: 18,716 shares; 2025Q2: 15,991 shares; 2025Q3: 2,256 shares; 2025Q4: 2,243 shares 2,243 $230K 0.02% -13 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 373 shares 373 $228K 0.02% new Timeline MILN 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: 5,566 shares; 2024Q4: 5,046 shares; 2025Q1: 5,180 shares; 2025Q2: 5,154 shares; 2025Q3: 5,200 shares; 2025Q4: 4,791 shares 4,791 $225K 0.02% -409 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,688 shares; 2024Q4: 8,447 shares; 2025Q1: 7,603 shares; 2025Q2: 6,254 shares; 2025Q3: 5,882 shares; 2025Q4: 5,552 shares 5,552 $224K 0.02% -330 Timeline ESBG FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,465 shares 10,465 $222K 0.02% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,202 shares; 2025Q1: 2,183 shares; 2025Q2: 2,148 shares; 2025Q3: 2,130 shares; 2025Q4: 2,123 shares 2,123 $220K 0.02% -7 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: 10,542 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,712 shares; 2025Q3: not reported; 2025Q4: 8,797 shares 8,797 $219K 0.02% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,635 shares; 2025Q4: 3,047 shares 3,047 $218K 0.02% +412 Timeline COPX 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: 6,085 shares; 2024Q4: 6,743 shares; 2025Q1: 7,180 shares; 2025Q2: 7,741 shares; 2025Q3: 7,756 shares; 2025Q4: 3,019 shares 3,019 $217K 0.02% -4,737 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,153 shares; 2024Q4: 2,470 shares; 2025Q1: 3,348 shares; 2025Q2: 3,801 shares; 2025Q3: not reported; 2025Q4: 1,213 shares 1,213 $215K 0.02% new 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: 2,955 shares; 2024Q4: 2,980 shares; 2025Q1: 2,831 shares; 2025Q2: 2,742 shares; 2025Q3: 2,702 shares; 2025Q4: 2,578 shares 2,578 $213K 0.02% -124 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,285 shares; 2024Q4: 5,885 shares; 2025Q1: 5,885 shares; 2025Q2: 5,803 shares; 2025Q3: 5,389 shares; 2025Q4: 5,382 shares 5,382 $213K 0.02% -7 Timeline BKUI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 792 shares; 2025Q2: not reported; 2025Q3: 4,243 shares; 2025Q4: 4,271 shares 4,271 $212K 0.02% +28 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,400 shares; 2025Q3: 7,725 shares; 2025Q4: 7,725 shares 7,725 $212K 0.02% 0 Timeline IAUI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,798 shares 3,798 $212K 0.02% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 1,038 shares; 2025Q1: 1,233 shares; 2025Q2: 1,695 shares; 2025Q3: 938 shares; 2025Q4: 920 shares 920 $210K 0.02% -18 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,520 shares 2,520 $207K 0.02% new Timeline AUGM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $204K 0.02% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 260 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,446 shares 1,446 $204K 0.02% new Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,502 shares 7,502 $203K 0.02% new Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,371 shares; 2024Q4: 10,532 shares; 2025Q1: 10,766 shares; 2025Q2: 10,766 shares; 2025Q3: not reported; 2025Q4: 7,143 shares 7,143 $202K 0.02% new Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,001 shares; 2025Q4: 2,017 shares 2,017 $202K 0.02% +16 Timeline XSD 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: 640 shares; 2024Q4: not reported; 2025Q1: 636 shares; 2025Q2: not reported; 2025Q3: 627 shares; 2025Q4: 624 shares 624 $201K 0.02% -3 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,322 shares; 2025Q1: 1,183 shares; 2025Q2: 1,166 shares; 2025Q3: not reported; 2025Q4: 674 shares 674 $192K 0.02% new Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,494 shares; 2025Q3: not reported; 2025Q4: 2,116 shares 2,116 $191K 0.02% new 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 reported; 2024Q4: 10,130 shares; 2025Q1: 12,710 shares; 2025Q2: 12,974 shares; 2025Q3: 14,377 shares; 2025Q4: 12,838 shares 12,838 $168K 0.02% -1,539 Timeline HBTA HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,236 shares 5,236 $152K 0.02% new Timeline CPTL 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: 4,810 shares; 2024Q4: 5,695 shares; 2025Q1: 5,568 shares; 2025Q2: 5,004 shares; 2025Q3: 5,468 shares; 2025Q4: 3,137 shares 3,137 $136K 0.01% -2,331 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,986 shares 5,986 $134K 0.01% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,312 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,357 shares 1,357 $131K 0.01% new Timeline HERO 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: 9,172 shares; 2024Q4: 8,912 shares; 2025Q1: not reported; 2025Q2: 6,848 shares; 2025Q3: 6,894 shares; 2025Q4: 4,267 shares 4,267 $127K 0.01% -2,627 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 467 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 455 shares 455 $102K 0.01% new Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,139 shares 11,139 $39.7K <0.01% new Timeline QSI QUANTUM SI INC More: the full row for QUANTUM SI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,243 shares; 2025Q2: 24,253 shares; 2025Q3: 24,243 shares; 2025Q4: 24,163 shares 24,163 $26.6K <0.01% -80 Timeline HIVE HIVE DIGITAL TECHNOLOGIES LT More: the full row for HIVE DIGITAL TECHNOLOGIES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,002 shares; 2025Q4: 10,002 shares 10,002 $25.8K <0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,172 shares; 2025Q1: 3,221 shares; 2025Q2: 5,502 shares; 2025Q3: 2,984 shares; 2025Q4: 292 shares 292 $23.3K <0.01% -2,692 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 493 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 556 shares 556 $19.5K <0.01% new Timeline FURY FURY GOLD MINES LIMITED More: the full row for FURY GOLD MINES LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $5.9K <0.01% 0 Timeline GRABW GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $4.41K <0.01% 0 Timeline BUTTERFLY NETWORK INC BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,251 shares; 2025Q1: 13,251 shares; 2025Q2: not reported; 2025Q3: 101,115 shares; 2025Q4: 101,115 shares 101,115 $1.78K <0.01% 0