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: 22,999 shares; 2024Q4: 25,184 shares; 2025Q1: 26,108 shares; 2025Q2: 25,491 shares; 2025Q3: 24,712 shares; 2025Q4: 24,385 shares 24,385 $15M 5.41% -327 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: 13,698 shares; 2024Q4: 16,708 shares; 2025Q1: 17,271 shares; 2025Q2: 17,720 shares; 2025Q3: 18,602 shares; 2025Q4: 18,830 shares 18,830 $12.8M 4.64% +228 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,208 shares; 2024Q4: 86,841 shares; 2025Q1: 77,361 shares; 2025Q2: 75,769 shares; 2025Q3: 89,293 shares; 2025Q4: 76,666 shares 76,666 $7.01M 2.53% -12,627 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: 10,399 shares; 2024Q4: 11,068 shares; 2025Q1: 12,357 shares; 2025Q2: 15,124 shares; 2025Q3: 11,561 shares; 2025Q4: 14,142 shares 14,142 $6.84M 2.47% +2,581 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: not reported; 2024Q4: not reported; 2025Q1: 129,437 shares; 2025Q2: 149,236 shares; 2025Q3: 146,928 shares; 2025Q4: 272,185 shares 272,185 $5.78M 2.09% +125,257 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: 140,021 shares; 2024Q4: 154,954 shares; 2025Q1: 171,876 shares; 2025Q2: 125,190 shares; 2025Q3: 136,523 shares; 2025Q4: 161,516 shares 161,516 $5.53M 2% +24,993 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: 5,023 shares; 2024Q4: 3,862 shares; 2025Q1: 25,815 shares; 2025Q2: 46,284 shares; 2025Q3: 45,269 shares; 2025Q4: 75,457 shares 75,457 $5.24M 1.89% +30,188 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: 16,914 shares; 2024Q4: 17,514 shares; 2025Q1: 22,016 shares; 2025Q2: 24,312 shares; 2025Q3: 27,689 shares; 2025Q4: 27,591 shares 27,591 $5.15M 1.86% -98 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: 11,937 shares; 2024Q4: 16,404 shares; 2025Q1: 16,105 shares; 2025Q2: 13,765 shares; 2025Q3: 23,046 shares; 2025Q4: 18,041 shares 18,041 $4.91M 1.77% -5,005 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: 11,179 shares; 2024Q4: 12,106 shares; 2025Q1: 13,104 shares; 2025Q2: 9,564 shares; 2025Q3: 12,677 shares; 2025Q4: 18,355 shares 18,355 $4.24M 1.53% +5,678 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: 41,540 shares; 2024Q4: 38,547 shares; 2025Q1: 40,960 shares; 2025Q2: 41,737 shares; 2025Q3: 44,966 shares; 2025Q4: 42,088 shares 42,088 $4.17M 1.51% -2,878 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: not reported; 2024Q4: 35,635 shares; 2025Q1: 44,162 shares; 2025Q2: 58,007 shares; 2025Q3: 73,594 shares; 2025Q4: 139,646 shares 139,646 $4.1M 1.48% +66,052 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: 61,283 shares; 2024Q4: 86,274 shares; 2025Q1: 99,885 shares; 2025Q2: 57,789 shares; 2025Q3: 67,454 shares; 2025Q4: 106,632 shares 106,632 $3.82M 1.38% +39,178 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: 1,888 shares; 2024Q4: 1,734 shares; 2025Q1: 2,392 shares; 2025Q2: 2,474 shares; 2025Q3: 3,976 shares; 2025Q4: 5,595 shares 5,595 $3.69M 1.33% +1,619 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: 39,256 shares; 2024Q4: 41,230 shares; 2025Q1: 47,773 shares; 2025Q2: 40,324 shares; 2025Q3: 39,442 shares; 2025Q4: 38,097 shares 38,097 $3.69M 1.33% -1,345 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: 11,737 shares; 2024Q4: 11,851 shares; 2025Q1: 11,579 shares; 2025Q2: 10,795 shares; 2025Q3: 10,235 shares; 2025Q4: 10,462 shares 10,462 $3.37M 1.22% +227 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,920 shares 49,920 $3.37M 1.22% new 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: 6,502 shares; 2024Q4: 6,990 shares; 2025Q1: 7,437 shares; 2025Q2: 3,686 shares; 2025Q3: 13,565 shares; 2025Q4: 10,212 shares 10,212 $3.2M 1.15% -3,353 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: 30,170 shares; 2024Q4: 27,810 shares; 2025Q1: 24,180 shares; 2025Q2: 23,421 shares; 2025Q3: 25,301 shares; 2025Q4: 24,681 shares 24,681 $3.03M 1.09% -620 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: 73,790 shares; 2024Q4: 96,045 shares; 2025Q1: 120,467 shares; 2025Q2: 46,230 shares; 2025Q3: 77,845 shares; 2025Q4: 106,257 shares 106,257 $3M 1.08% +28,412 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: 17,003 shares; 2024Q4: 23,772 shares; 2025Q1: 36,940 shares; 2025Q2: 36,661 shares; 2025Q3: 49,278 shares; 2025Q4: 56,963 shares 56,963 $2.9M 1.05% +7,685 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: 99,184 shares; 2024Q4: 104,562 shares; 2025Q1: 114,315 shares; 2025Q2: 115,100 shares; 2025Q3: 112,496 shares; 2025Q4: 81,201 shares 81,201 $2.87M 1.04% -31,295 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: 1,641 shares; 2024Q4: 1,265 shares; 2025Q1: 1,391 shares; 2025Q2: 1,280 shares; 2025Q3: 3,033 shares; 2025Q4: 5,565 shares 5,565 $2.8M 1.01% +2,532 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: 101,438 shares; 2024Q4: 103,360 shares; 2025Q1: 77,500 shares; 2025Q2: 60,011 shares; 2025Q3: 59,699 shares; 2025Q4: 60,243 shares 60,243 $2.78M 1% +544 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: 5,058 shares; 2024Q4: 9,367 shares; 2025Q1: 12,479 shares; 2025Q2: 10,566 shares; 2025Q3: 9,042 shares; 2025Q4: 7,951 shares 7,951 $2.75M 0.99% -1,091 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: 82,105 shares; 2025Q2: 73,177 shares; 2025Q3: 71,935 shares; 2025Q4: 69,889 shares 69,889 $2.73M 0.99% -2,046 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: 44,266 shares; 2024Q4: 45,922 shares; 2025Q1: 33,654 shares; 2025Q2: 35,387 shares; 2025Q3: 34,521 shares; 2025Q4: 31,690 shares 31,690 $2.73M 0.99% -2,831 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,145 shares; 2024Q4: 34,981 shares; 2025Q1: 34,011 shares; 2025Q2: 31,483 shares; 2025Q3: 30,530 shares; 2025Q4: 27,574 shares 27,574 $2.57M 0.93% -2,956 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: 12,262 shares; 2024Q4: 17,493 shares; 2025Q1: 18,110 shares; 2025Q2: 17,274 shares; 2025Q3: 19,858 shares; 2025Q4: 17,462 shares 17,462 $2.5M 0.9% -2,396 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,104 shares; 2024Q4: 10,876 shares; 2025Q1: 11,627 shares; 2025Q2: 10,626 shares; 2025Q3: 11,906 shares; 2025Q4: 12,761 shares 12,761 $2.49M 0.9% +855 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112,136 shares 112,136 $2.48M 0.9% new 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: 4,824 shares; 2024Q4: 7,962 shares; 2025Q1: 7,142 shares; 2025Q2: 6,834 shares; 2025Q3: 8,119 shares; 2025Q4: 9,557 shares 9,557 $2.47M 0.89% +1,438 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: 4,732 shares; 2024Q4: 4,325 shares; 2025Q1: 5,268 shares; 2025Q2: 5,392 shares; 2025Q3: 7,672 shares; 2025Q4: 7,852 shares 7,852 $2.46M 0.89% +180 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,098 shares; 2024Q4: 9,469 shares; 2025Q1: 11,488 shares; 2025Q2: 9,977 shares; 2025Q3: 8,480 shares; 2025Q4: 8,300 shares 8,300 $2.44M 0.88% -180 Timeline VPLS 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,465 shares 30,465 $2.38M 0.86% new 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: 16,669 shares; 2024Q4: 22,002 shares; 2025Q1: 24,297 shares; 2025Q2: 20,394 shares; 2025Q3: 26,822 shares; 2025Q4: 40,117 shares 40,117 $2.38M 0.86% +13,295 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,439 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,758 shares; 2025Q4: 39,588 shares 39,588 $2.37M 0.86% +9,830 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: 5,663 shares; 2024Q4: 6,091 shares; 2025Q1: 12,151 shares; 2025Q2: 10,599 shares; 2025Q3: 10,514 shares; 2025Q4: 10,005 shares 10,005 $2.3M 0.83% -509 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: 5,126 shares; 2024Q4: 5,273 shares; 2025Q1: 6,129 shares; 2025Q2: 5,695 shares; 2025Q3: 5,571 shares; 2025Q4: 6,557 shares 6,557 $2.26M 0.81% +986 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,559 shares; 2024Q4: 78,410 shares; 2025Q1: 78,288 shares; 2025Q2: 49,550 shares; 2025Q3: 52,620 shares; 2025Q4: 100,328 shares 100,328 $2.19M 0.79% +47,708 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,033 shares; 2025Q3: 2,187 shares; 2025Q4: 4,904 shares 4,904 $2.18M 0.79% +2,717 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: 9,710 shares; 2024Q4: 9,122 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,968 shares 69,968 $2.09M 0.75% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,508 shares; 2024Q4: 17,450 shares; 2025Q1: 16,590 shares; 2025Q2: 14,540 shares; 2025Q3: 15,643 shares; 2025Q4: 16,158 shares 16,158 $2.02M 0.73% +515 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,183 shares; 2024Q4: 30,545 shares; 2025Q1: 28,878 shares; 2025Q2: 29,203 shares; 2025Q3: 28,787 shares; 2025Q4: 27,429 shares 27,429 $2.02M 0.73% -1,358 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: 6,373 shares; 2024Q4: 6,531 shares; 2025Q1: 6,499 shares; 2025Q2: 5,919 shares; 2025Q3: 6,772 shares; 2025Q4: 6,501 shares 6,501 $1.99M 0.72% -271 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: 44,822 shares; 2024Q4: 47,515 shares; 2025Q1: 55,465 shares; 2025Q2: 55,235 shares; 2025Q3: 64,585 shares; 2025Q4: 66,424 shares 66,424 $1.99M 0.72% +1,839 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,711 shares; 2024Q4: 27,080 shares; 2025Q1: 28,263 shares; 2025Q2: 26,486 shares; 2025Q3: 26,836 shares; 2025Q4: 21,371 shares 21,371 $1.96M 0.71% -5,465 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,382 shares; 2024Q4: 5,354 shares; 2025Q1: 6,508 shares; 2025Q2: 5,924 shares; 2025Q3: 8,392 shares; 2025Q4: 7,214 shares 7,214 $1.94M 0.7% -1,178 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: 34,499 shares; 2024Q4: 34,568 shares; 2025Q1: 41,041 shares; 2025Q2: 39,344 shares; 2025Q3: 37,623 shares; 2025Q4: 35,804 shares 35,804 $1.91M 0.69% -1,819 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: 18,203 shares; 2024Q4: 20,702 shares; 2025Q1: 21,023 shares; 2025Q2: 17,791 shares; 2025Q3: 19,054 shares; 2025Q4: 20,086 shares 20,086 $1.88M 0.68% +1,032 Timeline BKLN 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: 28,106 shares; 2025Q3: 49,639 shares; 2025Q4: 89,128 shares 89,128 $1.87M 0.68% +39,489 Timeline BILS 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: 94,771 shares; 2024Q4: 32,908 shares; 2025Q1: 30,539 shares; 2025Q2: 30,838 shares; 2025Q3: 36,226 shares; 2025Q4: 18,709 shares 18,709 $1.86M 0.67% -17,517 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,928 shares; 2025Q3: 5,986 shares; 2025Q4: 14,444 shares 14,444 $1.72M 0.62% +8,458 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,801 shares; 2025Q3: 4,633 shares; 2025Q4: 7,946 shares 7,946 $1.63M 0.59% +3,313 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 449 shares; 2025Q1: not reported; 2025Q2: 1,680 shares; 2025Q3: 2,550 shares; 2025Q4: 2,593 shares 2,593 $1.63M 0.59% +43 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: 32,395 shares; 2024Q4: 32,293 shares; 2025Q1: 34,614 shares; 2025Q2: 32,694 shares; 2025Q3: 30,041 shares; 2025Q4: 28,823 shares 28,823 $1.59M 0.57% -1,218 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,254 shares; 2024Q4: 6,672 shares; 2025Q1: 7,617 shares; 2025Q2: 7,487 shares; 2025Q3: 6,504 shares; 2025Q4: 7,562 shares 7,562 $1.58M 0.57% +1,058 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,890 shares 37,890 $1.57M 0.57% new Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,863 shares; 2024Q4: 28,213 shares; 2025Q1: 29,064 shares; 2025Q2: 30,058 shares; 2025Q3: 28,730 shares; 2025Q4: 25,108 shares 25,108 $1.56M 0.56% -3,622 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: 13,294 shares; 2024Q4: 12,233 shares; 2025Q1: 11,862 shares; 2025Q2: 8,118 shares; 2025Q3: 9,011 shares; 2025Q4: 9,993 shares 9,993 $1.52M 0.55% +982 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,625 shares; 2024Q4: 10,811 shares; 2025Q1: 6,109 shares; 2025Q2: 5,517 shares; 2025Q3: 5,418 shares; 2025Q4: 5,365 shares 5,365 $1.44M 0.52% -53 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: 36,874 shares; 2024Q4: 38,510 shares; 2025Q1: 18,395 shares; 2025Q2: 16,634 shares; 2025Q3: 16,222 shares; 2025Q4: 15,469 shares 15,469 $1.43M 0.52% -753 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: 2,537 shares; 2024Q4: 3,222 shares; 2025Q1: 8,450 shares; 2025Q2: 3,250 shares; 2025Q3: 1,739 shares; 2025Q4: 4,329 shares 4,329 $1.42M 0.51% +2,590 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,472 shares; 2025Q1: 6,257 shares; 2025Q2: 6,166 shares; 2025Q3: 7,359 shares; 2025Q4: 21,337 shares 21,337 $1.4M 0.5% +13,978 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: 20,802 shares; 2024Q4: 24,647 shares; 2025Q1: 40,005 shares; 2025Q2: 17,385 shares; 2025Q3: 25,471 shares; 2025Q4: 30,292 shares 30,292 $1.35M 0.49% +4,821 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: 114,494 shares; 2024Q4: 174,783 shares; 2025Q1: 46,180 shares; 2025Q2: 42,846 shares; 2025Q3: 52,693 shares; 2025Q4: 30,115 shares 30,115 $1.33M 0.48% -22,578 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: 22,115 shares; 2024Q4: 22,556 shares; 2025Q1: 22,675 shares; 2025Q2: 20,606 shares; 2025Q3: 19,197 shares; 2025Q4: 16,684 shares 16,684 $1.33M 0.48% -2,513 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,825 shares; 2024Q4: 23,919 shares; 2025Q1: 30,027 shares; 2025Q2: 28,524 shares; 2025Q3: 27,156 shares; 2025Q4: 32,906 shares 32,906 $1.32M 0.48% +5,750 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: 6,698 shares; 2024Q4: 7,669 shares; 2025Q1: 9,080 shares; 2025Q2: 9,223 shares; 2025Q3: 9,689 shares; 2025Q4: 9,136 shares 9,136 $1.31M 0.47% -553 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 15,889 shares 15,889 $1.3M 0.47% new 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: 6,840 shares; 2024Q4: 5,037 shares; 2025Q1: 3,574 shares; 2025Q2: 7,351 shares; 2025Q3: 5,850 shares; 2025Q4: 2,874 shares 2,874 $1.29M 0.47% -2,976 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: 71,585 shares; 2024Q4: 69,819 shares; 2025Q1: 67,770 shares; 2025Q2: 64,372 shares; 2025Q3: 63,395 shares; 2025Q4: 59,411 shares 59,411 $1.26M 0.45% -3,984 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: 5,840 shares; 2025Q4: 5,721 shares 5,721 $1.26M 0.45% -119 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,573 shares; 2024Q4: 5,698 shares; 2025Q1: 6,381 shares; 2025Q2: 6,065 shares; 2025Q3: 5,223 shares; 2025Q4: 4,599 shares 4,599 $1.25M 0.45% -624 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: not reported; 2024Q4: 17,129 shares; 2025Q1: 19,544 shares; 2025Q2: 16,773 shares; 2025Q3: 28,447 shares; 2025Q4: 49,520 shares 49,520 $1.25M 0.45% +21,073 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,856 shares; 2024Q4: 26,194 shares; 2025Q1: 36,423 shares; 2025Q2: 19,870 shares; 2025Q3: 17,989 shares; 2025Q4: 19,256 shares 19,256 $1.23M 0.44% +1,267 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,767 shares; 2024Q4: 27,474 shares; 2025Q1: 23,625 shares; 2025Q2: 13,879 shares; 2025Q3: 10,351 shares; 2025Q4: 9,912 shares 9,912 $1.22M 0.44% -439 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,153 shares 14,153 $1.19M 0.43% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,790 shares 30,790 $1.14M 0.41% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,321 shares 4,321 $1.09M 0.39% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,171 shares; 2025Q1: 1,376 shares; 2025Q2: 1,146 shares; 2025Q3: 1,401 shares; 2025Q4: 1,408 shares 1,408 $1.08M 0.39% +7 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,662 shares; 2024Q4: 42,374 shares; 2025Q1: 43,246 shares; 2025Q2: 23,848 shares; 2025Q3: 24,082 shares; 2025Q4: 21,967 shares 21,967 $1.08M 0.39% -2,115 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,950 shares; 2024Q4: 40,633 shares; 2025Q1: 40,569 shares; 2025Q2: 57,138 shares; 2025Q3: 29,548 shares; 2025Q4: 41,207 shares 41,207 $1.07M 0.39% +11,659 Timeline VGSH 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: 14,814 shares; 2025Q3: 16,315 shares; 2025Q4: 17,820 shares 17,820 $1.05M 0.38% +1,505 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,223 shares; 2024Q4: 9,646 shares; 2025Q1: 10,944 shares; 2025Q2: 10,608 shares; 2025Q3: 12,109 shares; 2025Q4: 13,189 shares 13,189 $1.03M 0.37% +1,080 Timeline FSIG 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: 119,341 shares; 2024Q4: 103,095 shares; 2025Q1: 76,082 shares; 2025Q2: 76,126 shares; 2025Q3: 75,250 shares; 2025Q4: 53,207 shares 53,207 $1.02M 0.37% -22,043 Timeline MGOV 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: 23,257 shares; 2025Q1: 27,847 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,786 shares 49,786 $1.02M 0.37% new 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: 29,528 shares; 2024Q4: 29,858 shares; 2025Q1: 29,601 shares; 2025Q2: 20,522 shares; 2025Q3: 24,772 shares; 2025Q4: 21,623 shares 21,623 $1.01M 0.37% -3,149 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,452 shares; 2024Q4: 9,210 shares; 2025Q1: 9,638 shares; 2025Q2: 5,990 shares; 2025Q3: 4,555 shares; 2025Q4: 4,677 shares 4,677 $992K 0.36% +122 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: 4,646 shares; 2024Q4: 5,078 shares; 2025Q1: 5,301 shares; 2025Q2: 5,897 shares; 2025Q3: 5,728 shares; 2025Q4: 4,647 shares 4,647 $960K 0.35% -1,081 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 19,203 shares 19,203 $933K 0.34% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,646 shares; 2024Q4: 10,590 shares; 2025Q1: 10,032 shares; 2025Q2: 8,980 shares; 2025Q3: 11,998 shares; 2025Q4: 12,845 shares 12,845 $931K 0.34% +847 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,481 shares; 2024Q4: 8,992 shares; 2025Q1: 11,540 shares; 2025Q2: 10,344 shares; 2025Q3: 10,276 shares; 2025Q4: 10,534 shares 10,534 $930K 0.34% +258 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,365 shares; 2024Q4: 9,843 shares; 2025Q1: 11,752 shares; 2025Q2: 12,288 shares; 2025Q3: 14,083 shares; 2025Q4: 14,429 shares 14,429 $921K 0.33% +346 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: 21,819 shares; 2024Q4: 22,906 shares; 2025Q1: 23,767 shares; 2025Q2: 22,704 shares; 2025Q3: 20,653 shares; 2025Q4: 19,565 shares 19,565 $921K 0.33% -1,088 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: 21,820 shares; 2024Q4: 4,450 shares; 2025Q1: 23,644 shares; 2025Q2: 4,704 shares; 2025Q3: 5,405 shares; 2025Q4: 11,925 shares 11,925 $919K 0.33% +6,520 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,207 shares; 2025Q1: 4,908 shares; 2025Q2: 5,025 shares; 2025Q3: 5,438 shares; 2025Q4: 7,641 shares 7,641 $912K 0.33% +2,203 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: 51,938 shares; 2024Q4: 56,943 shares; 2025Q1: 49,975 shares; 2025Q2: 36,861 shares; 2025Q3: 37,073 shares; 2025Q4: 18,231 shares 18,231 $911K 0.33% -18,842 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: 1,529 shares; 2024Q4: 2,123 shares; 2025Q1: 2,555 shares; 2025Q2: 2,767 shares; 2025Q3: 3,127 shares; 2025Q4: 3,694 shares 3,694 $891K 0.32% +567 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,222 shares; 2025Q1: not reported; 2025Q2: 7,265 shares; 2025Q3: 11,334 shares; 2025Q4: 7,492 shares 7,492 $835K 0.3% -3,842 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: 1,807 shares; 2024Q4: 2,525 shares; 2025Q1: 3,018 shares; 2025Q2: 2,800 shares; 2025Q3: 3,463 shares; 2025Q4: 4,382 shares 4,382 $824K 0.3% +919 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,452 shares; 2025Q1: 1,609 shares; 2025Q2: 1,540 shares; 2025Q3: 1,836 shares; 2025Q4: 2,298 shares 2,298 $808K 0.29% +462 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 918 shares; 2025Q1: 1,002 shares; 2025Q2: 954 shares; 2025Q3: 1,324 shares; 2025Q4: 1,752 shares 1,752 $780K 0.28% +428 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: 8,110 shares; 2024Q4: 4,623 shares; 2025Q1: 4,980 shares; 2025Q2: 4,352 shares; 2025Q3: 4,312 shares; 2025Q4: 3,692 shares 3,692 $765K 0.28% -620 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: 536 shares; 2024Q4: 323 shares; 2025Q1: 368 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 702 shares 702 $754K 0.27% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,671 shares; 2024Q4: 4,463 shares; 2025Q1: 6,043 shares; 2025Q2: 5,535 shares; 2025Q3: 4,534 shares; 2025Q4: 4,357 shares 4,357 $753K 0.27% -177 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: 25,776 shares; 2024Q4: 25,776 shares; 2025Q1: 25,776 shares; 2025Q2: 25,776 shares; 2025Q3: 25,776 shares; 2025Q4: 25,776 shares 25,776 $709K 0.26% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,151 shares; 2025Q3: 3,201 shares; 2025Q4: 4,355 shares 4,355 $699K 0.25% +1,154 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: 6,215 shares; 2024Q4: 7,625 shares; 2025Q1: 7,069 shares; 2025Q2: 7,134 shares; 2025Q3: 5,548 shares; 2025Q4: 5,913 shares 5,913 $696K 0.25% +365 Timeline FXH 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: 11,993 shares; 2024Q4: 11,817 shares; 2025Q1: 2,191 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,959 shares 5,959 $678K 0.24% new 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: 26,765 shares; 2024Q4: 27,208 shares; 2025Q1: 29,000 shares; 2025Q2: 29,042 shares; 2025Q3: 27,043 shares; 2025Q4: 24,707 shares 24,707 $676K 0.24% -2,336 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: 5,458 shares; 2024Q4: 5,295 shares; 2025Q1: 5,007 shares; 2025Q2: 4,712 shares; 2025Q3: 4,168 shares; 2025Q4: 3,577 shares 3,577 $656K 0.24% -591 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: 16,367 shares; 2024Q4: 16,833 shares; 2025Q1: 15,526 shares; 2025Q2: 14,455 shares; 2025Q3: 13,627 shares; 2025Q4: 12,141 shares 12,141 $653K 0.24% -1,486 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM 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: 4,499 shares 4,499 $619K 0.22% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,754 shares; 2025Q3: 10,599 shares; 2025Q4: 10,134 shares 10,134 $607K 0.22% -465 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 358 shares; 2025Q3: 608 shares; 2025Q4: 695 shares 695 $600K 0.22% +87 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: 10,230 shares; 2024Q4: 10,680 shares; 2025Q1: 10,384 shares; 2025Q2: 10,440 shares; 2025Q3: 9,723 shares; 2025Q4: 8,612 shares 8,612 $579K 0.21% -1,111 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: 2,867 shares; 2024Q4: 3,700 shares; 2025Q1: 4,018 shares; 2025Q2: 3,888 shares; 2025Q3: 4,305 shares; 2025Q4: 5,054 shares 5,054 $575K 0.21% +749 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: 8,889 shares; 2024Q4: 10,693 shares; 2025Q1: 5,113 shares; 2025Q2: 9,291 shares; 2025Q3: 16,967 shares; 2025Q4: 11,860 shares 11,860 $556K 0.2% -5,107 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: not reported; 2024Q4: not reported; 2025Q1: 37,243 shares; 2025Q2: 35,836 shares; 2025Q3: 35,073 shares; 2025Q4: 14,698 shares 14,698 $555K 0.2% -20,375 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: 6,101 shares; 2024Q4: 31,790 shares; 2025Q1: 15,351 shares; 2025Q2: not reported; 2025Q3: 19,554 shares; 2025Q4: 19,886 shares 19,886 $546K 0.2% +332 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: not reported; 2024Q4: 4,673 shares; 2025Q1: 5,799 shares; 2025Q2: 7,335 shares; 2025Q3: 7,735 shares; 2025Q4: 8,216 shares 8,216 $542K 0.2% +481 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: 2,742 shares; 2024Q4: 3,013 shares; 2025Q1: 3,181 shares; 2025Q2: 3,135 shares; 2025Q3: 3,186 shares; 2025Q4: 3,459 shares 3,459 $537K 0.19% +273 Timeline RSMV 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: not reported; 2025Q1: not reported; 2025Q2: 49,391 shares; 2025Q3: 14,016 shares; 2025Q4: 18,748 shares 18,748 $513K 0.19% +4,732 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,384 shares; 2025Q1: 1,069 shares; 2025Q2: 1,381 shares; 2025Q3: 1,433 shares; 2025Q4: 1,251 shares 1,251 $496K 0.18% -182 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: 13,101 shares; 2024Q4: 12,509 shares; 2025Q1: 9,764 shares; 2025Q2: 8,658 shares; 2025Q3: 7,671 shares; 2025Q4: 6,856 shares 6,856 $487K 0.18% -815 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: 20,238 shares; 2024Q4: 21,867 shares; 2025Q1: 21,554 shares; 2025Q2: 19,638 shares; 2025Q3: 17,559 shares; 2025Q4: 17,751 shares 17,751 $481K 0.17% +192 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,591 shares; 2025Q3: 8,843 shares; 2025Q4: 11,390 shares 11,390 $464K 0.17% +2,547 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,438 shares; 2024Q4: 12,887 shares; 2025Q1: 12,523 shares; 2025Q2: 12,337 shares; 2025Q3: 12,673 shares; 2025Q4: 9,978 shares 9,978 $442K 0.16% -2,695 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,867 shares; 2025Q4: 1,826 shares 1,826 $441K 0.16% -41 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: 3,034 shares; 2024Q4: 3,034 shares; 2025Q1: 3,034 shares; 2025Q2: 3,034 shares; 2025Q3: 4,515 shares; 2025Q4: 4,703 shares 4,703 $421K 0.15% +188 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,032 shares; 2024Q4: 3,509 shares; 2025Q1: 3,633 shares; 2025Q2: 3,525 shares; 2025Q3: 3,838 shares; 2025Q4: 9,636 shares 9,636 $411K 0.15% +5,798 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW 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: 11,363 shares; 2025Q3: 12,342 shares; 2025Q4: 14,837 shares 14,837 $402K 0.15% +2,495 Timeline SPTL 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: 15,086 shares 15,086 $399K 0.14% new 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: 1,475 shares; 2024Q4: 1,404 shares; 2025Q1: 1,774 shares; 2025Q2: 603 shares; 2025Q3: 1,016 shares; 2025Q4: 1,124 shares 1,124 $394K 0.14% +108 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,485 shares; 2025Q2: 4,176 shares; 2025Q3: 5,329 shares; 2025Q4: 6,819 shares 6,819 $393K 0.14% +1,490 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,224 shares; 2025Q4: 2,527 shares 2,527 $388K 0.14% +303 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: 1,144 shares; 2025Q3: 1,585 shares; 2025Q4: 1,882 shares 1,882 $386K 0.14% +297 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,646 shares; 2024Q4: 9,646 shares; 2025Q1: 9,646 shares; 2025Q2: 9,646 shares; 2025Q3: 9,646 shares; 2025Q4: 9,646 shares 9,646 $382K 0.14% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,745 shares; 2025Q4: 1,661 shares 1,661 $380K 0.14% -84 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,468 shares; 2024Q4: 18,082 shares; 2025Q1: 9,497 shares; 2025Q2: 9,573 shares; 2025Q3: 10,080 shares; 2025Q4: 8,984 shares 8,984 $376K 0.14% -1,096 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,695 shares; 2025Q3: 1,945 shares; 2025Q4: 2,093 shares 2,093 $372K 0.13% +148 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,201 shares; 2025Q3: 3,057 shares; 2025Q4: 4,251 shares 4,251 $371K 0.13% +1,194 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,800 shares; 2024Q4: 8,800 shares; 2025Q1: 8,800 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares 6,100 $368K 0.13% 0 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: 729 shares; 2025Q3: 865 shares; 2025Q4: 1,036 shares 1,036 $366K 0.13% +171 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,659 shares 2,659 $364K 0.13% new Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,191 shares; 2025Q1: 16,149 shares; 2025Q2: 16,364 shares; 2025Q3: 16,364 shares; 2025Q4: 14,662 shares 14,662 $363K 0.13% -1,702 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,793 shares; 2025Q4: 3,202 shares 3,202 $358K 0.13% +409 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,449 shares 1,449 $351K 0.13% new 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: 2,147 shares; 2024Q4: 2,201 shares; 2025Q1: 1,614 shares; 2025Q2: 1,637 shares; 2025Q3: not reported; 2025Q4: 1,061 shares 1,061 $350K 0.13% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,837 shares 3,837 $350K 0.13% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 923 shares; 2025Q4: 1,203 shares 1,203 $346K 0.12% +280 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 943 shares; 2025Q4: 1,186 shares 1,186 $344K 0.12% +243 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: 1,256 shares; 2024Q4: 1,292 shares; 2025Q1: 1,382 shares; 2025Q2: not reported; 2025Q3: 499 shares; 2025Q4: 501 shares 501 $343K 0.12% +2 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,284 shares; 2025Q4: 13,649 shares 13,649 $339K 0.12% +5,365 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION 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: 1,505 shares; 2025Q4: 2,074 shares 2,074 $335K 0.12% +569 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,368 shares; 2024Q4: 5,829 shares; 2025Q1: 6,189 shares; 2025Q2: 6,449 shares; 2025Q3: 6,601 shares; 2025Q4: 5,733 shares 5,733 $332K 0.12% -868 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,833 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,214 shares 8,214 $332K 0.12% new Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,706 shares; 2025Q3: 20,841 shares; 2025Q4: 8,971 shares 8,971 $330K 0.12% -11,870 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 870 shares; 2025Q4: 1,110 shares 1,110 $329K 0.12% +240 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: 2,284 shares; 2025Q3: 2,860 shares; 2025Q4: 1,082 shares 1,082 $329K 0.12% -1,778 Timeline CERY 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: 10,826 shares; 2025Q1: 16,919 shares; 2025Q2: 10,264 shares; 2025Q3: 19,347 shares; 2025Q4: 11,365 shares 11,365 $324K 0.12% -7,982 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,399 shares 10,399 $307K 0.11% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,017 shares; 2025Q4: 4,875 shares 4,875 $305K 0.11% +1,858 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS 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: 2,801 shares; 2025Q3: 2,639 shares; 2025Q4: 2,839 shares 2,839 $297K 0.11% +200 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,510 shares; 2025Q4: 3,693 shares 3,693 $297K 0.11% +1,183 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: 3,613 shares 3,613 $296K 0.11% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 863 shares 863 $290K 0.1% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,336 shares 1,336 $286K 0.1% new Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,145 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares 22,000 $284K 0.1% 0 Timeline GWX 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: 6,923 shares; 2024Q4: 8,427 shares; 2025Q1: 7,999 shares; 2025Q2: 7,825 shares; 2025Q3: 7,400 shares; 2025Q4: 6,815 shares 6,815 $278K 0.1% -585 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: 983 shares; 2024Q4: 1,498 shares; 2025Q1: 2,259 shares; 2025Q2: 2,143 shares; 2025Q3: 1,563 shares; 2025Q4: 1,997 shares 1,997 $276K 0.1% +434 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,288 shares 1,288 $273K 0.1% new Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND 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: 17,250 shares; 2025Q4: 17,250 shares 17,250 $264K 0.1% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,376 shares; 2025Q3: 2,711 shares; 2025Q4: 1,197 shares 1,197 $263K 0.1% -1,514 Timeline EMHC 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: 9,120 shares; 2025Q2: 10,285 shares; 2025Q3: 10,113 shares; 2025Q4: 10,097 shares 10,097 $257K 0.09% -16 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,547 shares; 2025Q1: not reported; 2025Q2: 1,559 shares; 2025Q3: 848 shares; 2025Q4: 687 shares 687 $257K 0.09% -161 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,009 shares; 2025Q2: 5,669 shares; 2025Q3: 5,770 shares; 2025Q4: 6,014 shares 6,014 $248K 0.09% +244 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 498 shares; 2025Q3: 512 shares; 2025Q4: 498 shares 498 $243K 0.09% -14 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,014 shares 4,014 $234K 0.08% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 758 shares 758 $233K 0.08% new Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $227K 0.08% 0 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,602 shares; 2024Q4: 13,586 shares; 2025Q1: 12,561 shares; 2025Q2: 10,882 shares; 2025Q3: 11,084 shares; 2025Q4: 10,522 shares 10,522 $216K 0.08% -562 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: 2,141 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,021 shares; 2025Q4: 1,786 shares 1,786 $215K 0.08% -235 Timeline TIPX 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: 10,475 shares; 2025Q1: not reported; 2025Q2: 10,450 shares; 2025Q3: 10,269 shares; 2025Q4: 10,595 shares 10,595 $202K 0.07% +326 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $198K 0.07% 0 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $146K 0.05% 0 Timeline