CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,829,352 shares; 2024Q4: 1,918,314 shares; 2025Q1: 1,943,985 shares; 2025Q2: 1,957,013 shares 1,957,013 $174M 28.03% +13,028 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,025 shares; 2024Q4: 265,154 shares; 2025Q1: 263,565 shares; 2025Q2: 327,386 shares 327,386 $36.9M 5.95% +63,821 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,719 shares; 2024Q4: 167,072 shares; 2025Q1: 163,874 shares; 2025Q2: 134,479 shares 134,479 $21.2M 3.43% -29,395 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,588 shares; 2024Q4: 28,130 shares; 2025Q1: 30,818 shares; 2025Q2: 33,346 shares 33,346 $20.6M 3.32% +2,528 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,465 shares; 2024Q4: 94,985 shares; 2025Q1: 94,223 shares; 2025Q2: 86,734 shares 86,734 $17.8M 2.87% -7,489 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,862 shares; 2024Q4: 109,704 shares; 2025Q1: 135,045 shares; 2025Q2: 175,923 shares 175,923 $14.7M 2.38% +40,878 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,118 shares; 2024Q4: 198,351 shares; 2025Q1: 231,455 shares; 2025Q2: 275,552 shares 275,552 $14.5M 2.33% +44,097 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,021 shares; 2024Q4: 48,478 shares; 2025Q1: 48,717 shares; 2025Q2: 47,078 shares 47,078 $10.3M 1.67% -1,639 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,419 shares; 2024Q4: 33,003 shares; 2025Q1: 34,361 shares; 2025Q2: 34,842 shares 34,842 $9.6M 1.55% +481 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,292 shares; 2024Q4: 18,804 shares; 2025Q1: 18,764 shares; 2025Q2: 17,798 shares 17,798 $8.85M 1.43% -966 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,962 shares; 2024Q4: 192,221 shares; 2025Q1: 207,608 shares; 2025Q2: 198,118 shares 198,118 $8.64M 1.39% -9,490 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,469 shares; 2025Q2: 83,036 shares 83,036 $7.17M 1.16% +39,567 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,881 shares; 2024Q4: 109,367 shares; 2025Q1: 114,312 shares; 2025Q2: 132,843 shares 132,843 $6.76M 1.09% +18,531 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,299 shares; 2024Q4: 11,652 shares; 2025Q1: 12,191 shares; 2025Q2: 12,141 shares 12,141 $6.7M 1.08% -50 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,704 shares; 2024Q4: 14,518 shares; 2025Q1: 14,577 shares; 2025Q2: 14,402 shares 14,402 $6.31M 1.02% -175 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,284 shares; 2024Q4: 8,757 shares; 2025Q1: 10,210 shares; 2025Q2: 10,861 shares 10,861 $6.17M 0.99% +651 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,203 shares; 2024Q4: 176,694 shares; 2025Q1: 176,608 shares; 2025Q2: 149,435 shares 149,435 $6.05M 0.98% -27,173 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,862 shares; 2024Q4: 168,054 shares; 2025Q1: 194,197 shares; 2025Q2: 209,795 shares 209,795 $5.56M 0.9% +15,598 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,464 shares; 2024Q4: 70,615 shares; 2025Q1: 76,866 shares; 2025Q2: 96,382 shares 96,382 $4.88M 0.79% +19,516 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,243 shares; 2024Q4: 94,605 shares; 2025Q1: 88,073 shares; 2025Q2: 79,863 shares 79,863 $4.78M 0.77% -8,210 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,444 shares; 2024Q4: 25,448 shares; 2025Q1: 24,932 shares; 2025Q2: 25,788 shares 25,788 $4.54M 0.73% +856 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,747 shares; 2024Q4: 6,747 shares; 2025Q1: 7,327 shares; 2025Q2: 7,308 shares 7,308 $4.54M 0.73% -19 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,005 shares; 2024Q4: 78,607 shares; 2025Q1: 89,732 shares; 2025Q2: 95,869 shares 95,869 $4.26M 0.69% +6,137 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,637 shares 85,637 $4.12M 0.66% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,597 shares; 2024Q4: 8,316 shares; 2025Q1: 8,224 shares; 2025Q2: 8,186 shares 8,186 $3.98M 0.64% -38 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,098 shares; 2024Q4: 16,997 shares; 2025Q1: 21,294 shares; 2025Q2: 34,166 shares 34,166 $3.9M 0.63% +12,872 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,584 shares; 2025Q1: 2,580 shares; 2025Q2: 2,723 shares 2,723 $3.65M 0.59% +143 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,445 shares; 2024Q4: 87,131 shares; 2025Q1: 96,646 shares; 2025Q2: 100,150 shares 100,150 $3.45M 0.56% +3,504 Timeline LCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158,430 shares 158,430 $3.45M 0.56% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,971 shares; 2024Q4: 5,043 shares; 2025Q1: 5,093 shares; 2025Q2: 5,130 shares 5,130 $3.4M 0.55% +37 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,723 shares; 2024Q4: 19,216 shares; 2025Q1: 19,220 shares; 2025Q2: 19,169 shares 19,169 $3.39M 0.55% -51 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,792 shares; 2024Q4: 17,920 shares; 2025Q1: 18,768 shares; 2025Q2: 18,973 shares 18,973 $3.37M 0.54% +205 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,277 shares; 2024Q4: 3,285 shares; 2025Q1: 3,371 shares; 2025Q2: 3,340 shares 3,340 $3.31M 0.53% -31 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,173 shares; 2024Q4: 39,824 shares; 2025Q1: 49,324 shares; 2025Q2: 51,146 shares 51,146 $3.17M 0.51% +1,822 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,822 shares; 2024Q4: 137,374 shares; 2025Q1: 140,715 shares; 2025Q2: 141,656 shares 141,656 $3.08M 0.5% +941 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,477 shares; 2024Q4: 21,770 shares; 2025Q1: 25,957 shares; 2025Q2: 28,507 shares 28,507 $2.9M 0.47% +2,550 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,048 shares; 2024Q4: 80,937 shares; 2025Q1: 92,467 shares; 2025Q2: 78,773 shares 78,773 $2.68M 0.43% -13,694 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,208 shares; 2024Q4: 131,320 shares; 2025Q1: 135,788 shares; 2025Q2: 138,739 shares 138,739 $2.65M 0.43% +2,951 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,852 shares; 2025Q1: 2,391 shares; 2025Q2: 8,650 shares 8,650 $2.64M 0.43% +6,259 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,631 shares 68,631 $2.61M 0.42% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,070 shares; 2024Q4: 16,086 shares; 2025Q1: 17,206 shares; 2025Q2: 18,239 shares 18,239 $2.59M 0.42% +1,033 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,805 shares; 2024Q4: 29,805 shares; 2025Q1: 29,805 shares; 2025Q2: 29,805 shares 29,805 $2.58M 0.42% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,575 shares; 2024Q4: 8,560 shares; 2025Q1: 8,520 shares; 2025Q2: 8,481 shares 8,481 $2.41M 0.39% -39 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,148 shares; 2024Q4: 14,807 shares; 2025Q1: 14,762 shares; 2025Q2: 14,628 shares 14,628 $2.19M 0.35% -134 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 3,731 shares; 2025Q1: 3,740 shares; 2025Q2: 2,949 shares 2,949 $2.18M 0.35% -791 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,656 shares; 2024Q4: 2,661 shares; 2025Q1: 2,660 shares; 2025Q2: 10,831 shares 10,831 $2.12M 0.34% +8,171 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,735 shares; 2024Q4: 8,897 shares; 2025Q1: 6,858 shares; 2025Q2: 6,520 shares 6,520 $2.07M 0.33% -338 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,463 shares; 2024Q4: 7,376 shares; 2025Q1: 7,453 shares; 2025Q2: 7,453 shares 7,453 $2.06M 0.33% 0 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,165 shares; 2025Q2: 43,463 shares 43,463 $2.06M 0.33% +24,298 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,154 shares; 2024Q4: 36,692 shares; 2025Q1: 38,353 shares; 2025Q2: 40,118 shares 40,118 $2.04M 0.33% +1,765 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,687 shares; 2024Q4: 9,692 shares; 2025Q1: 9,741 shares; 2025Q2: 9,833 shares 9,833 $2.01M 0.32% +92 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,014 shares; 2024Q4: 23,948 shares; 2025Q1: 24,073 shares; 2025Q2: 24,098 shares 24,098 $1.93M 0.31% +25 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,848 shares; 2024Q4: 32,256 shares; 2025Q1: 37,998 shares; 2025Q2: 40,423 shares 40,423 $1.86M 0.3% +2,425 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,772 shares; 2024Q4: 24,299 shares; 2025Q1: 23,160 shares; 2025Q2: 23,007 shares 23,007 $1.82M 0.29% -153 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,147 shares; 2024Q4: 6,008 shares; 2025Q1: 5,882 shares; 2025Q2: 5,686 shares 5,686 $1.81M 0.29% -196 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,774 shares; 2024Q4: 26,192 shares; 2025Q1: 23,847 shares; 2025Q2: 23,834 shares 23,834 $1.73M 0.28% -13 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,192 shares; 2024Q4: 11,023 shares; 2025Q1: 11,086 shares; 2025Q2: 11,108 shares 11,108 $1.7M 0.27% +22 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,570 shares; 2024Q4: 12,432 shares; 2025Q1: 10,849 shares; 2025Q2: 8,120 shares 8,120 $1.66M 0.27% -2,729 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,517 shares; 2024Q4: 16,718 shares; 2025Q1: 15,081 shares; 2025Q2: 15,086 shares 15,086 $1.66M 0.27% +5 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,696 shares; 2024Q4: 37,913 shares; 2025Q1: 37,740 shares; 2025Q2: 25,926 shares 25,926 $1.66M 0.27% -11,814 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,292 shares; 2024Q4: 50,408 shares; 2025Q1: 51,858 shares; 2025Q2: 49,014 shares 49,014 $1.65M 0.27% -2,844 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,117 shares; 2024Q4: 10,093 shares; 2025Q1: 10,035 shares; 2025Q2: 9,985 shares 9,985 $1.64M 0.26% -50 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,023 shares; 2024Q4: 17,292 shares; 2025Q1: 17,284 shares; 2025Q2: 16,663 shares 16,663 $1.63M 0.26% -621 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 5,405 shares; 2025Q1: 5,304 shares; 2025Q2: 5,320 shares 5,320 $1.57M 0.25% +16 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,699 shares; 2024Q4: 4,723 shares; 2025Q1: 4,958 shares; 2025Q2: 4,999 shares 4,999 $1.45M 0.23% +41 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,022 shares; 2024Q4: 17,008 shares; 2025Q1: 17,010 shares; 2025Q2: 17,011 shares 17,011 $1.43M 0.23% +1 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,498 shares; 2024Q4: 12,151 shares; 2025Q1: 12,988 shares; 2025Q2: 12,977 shares 12,977 $1.42M 0.23% -11 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,911 shares; 2024Q4: 8,925 shares; 2025Q1: 8,887 shares; 2025Q2: 8,850 shares 8,850 $1.41M 0.23% -37 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,470 shares; 2024Q4: 6,619 shares; 2025Q1: 7,568 shares; 2025Q2: 10,091 shares 10,091 $1.38M 0.22% +2,523 Timeline PHYS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,372 shares; 2024Q4: 54,122 shares; 2025Q1: 53,997 shares; 2025Q2: 53,944 shares 53,944 $1.37M 0.22% -53 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,672 shares; 2024Q4: 3,616 shares; 2025Q1: 3,623 shares; 2025Q2: 3,598 shares 3,598 $1.32M 0.21% -25 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,084 shares; 2024Q4: 61,013 shares; 2025Q1: 58,246 shares; 2025Q2: 58,246 shares 58,246 $1.3M 0.21% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,036 shares; 2024Q4: 15,815 shares; 2025Q1: 17,427 shares; 2025Q2: 17,137 shares 17,137 $1.28M 0.21% -290 Timeline ONEO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,313 shares; 2024Q4: 11,070 shares; 2025Q1: 10,798 shares; 2025Q2: 10,367 shares 10,367 $1.28M 0.21% -431 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,152 shares; 2024Q4: 38,152 shares; 2025Q1: 39,428 shares; 2025Q2: 39,171 shares 39,171 $1.28M 0.21% -257 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,767 shares; 2024Q4: 3,751 shares; 2025Q1: 3,536 shares; 2025Q2: 3,443 shares 3,443 $1.26M 0.2% -93 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,583 shares; 2024Q4: 28,335 shares; 2025Q1: 28,469 shares; 2025Q2: 28,739 shares 28,739 $1.25M 0.2% +270 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,576 shares; 2024Q4: 44,551 shares; 2025Q1: 46,544 shares; 2025Q2: 44,303 shares 44,303 $1.2M 0.19% -2,241 Timeline CWH CAMPING WORLD HLDGS INC More: the full row for CAMPING WORLD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,113 shares; 2024Q4: 70,222 shares; 2025Q1: 70,505 shares; 2025Q2: 69,863 shares 69,863 $1.2M 0.19% -642 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,518 shares; 2024Q4: 6,483 shares; 2025Q1: 6,495 shares; 2025Q2: 6,497 shares 6,497 $1.18M 0.19% +2 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,702 shares; 2025Q1: 2,703 shares; 2025Q2: 2,705 shares 2,705 $1.15M 0.19% +2 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,864 shares; 2024Q4: 5,859 shares; 2025Q1: 5,841 shares; 2025Q2: 5,841 shares 5,841 $1.14M 0.18% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,569 shares; 2024Q4: 27,962 shares; 2025Q1: 27,061 shares; 2025Q2: 26,274 shares 26,274 $1.12M 0.18% -787 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,582 shares; 2024Q4: 37,454 shares; 2025Q1: 43,239 shares; 2025Q2: 44,394 shares 44,394 $1.1M 0.18% +1,155 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,913 shares; 2024Q4: 30,532 shares; 2025Q1: 37,596 shares; 2025Q2: 37,491 shares 37,491 $1.08M 0.17% -105 Timeline DFII 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,797 shares 44,797 $1.07M 0.17% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,091 shares; 2024Q4: 3,055 shares; 2025Q1: 2,878 shares; 2025Q2: 2,691 shares 2,691 $1.07M 0.17% -187 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,811 shares; 2024Q4: 9,312 shares; 2025Q1: 8,823 shares; 2025Q2: 8,480 shares 8,480 $1.06M 0.17% -343 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,627 shares; 2024Q4: 2,642 shares; 2025Q1: 3,168 shares; 2025Q2: 3,185 shares 3,185 $1.03M 0.17% +17 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,680 shares; 2024Q4: 22,552 shares; 2025Q1: 22,651 shares; 2025Q2: 21,709 shares 21,709 $1.03M 0.17% -942 Timeline BBIN 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,545 shares; 2024Q4: 14,726 shares; 2025Q1: 15,339 shares; 2025Q2: 14,735 shares 14,735 $995K 0.16% -604 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,475 shares; 2024Q4: 8,522 shares; 2025Q1: 8,913 shares; 2025Q2: 8,925 shares 8,925 $962K 0.16% +12 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 863 shares; 2025Q1: 1,107 shares; 2025Q2: 1,234 shares 1,234 $961K 0.15% +127 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,423 shares; 2024Q4: 66,479 shares; 2025Q1: 71,332 shares; 2025Q2: 17,058 shares 17,058 $940K 0.15% -54,274 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,498 shares; 2024Q4: 37,775 shares; 2025Q1: 59,248 shares; 2025Q2: 62,825 shares 62,825 $933K 0.15% +3,577 Timeline ECOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,941 shares 39,941 $882K 0.14% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,474 shares; 2024Q4: 13,140 shares; 2025Q1: 13,108 shares; 2025Q2: 13,111 shares 13,111 $881K 0.14% +3 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,081 shares; 2024Q4: 7,291 shares; 2025Q1: 13,598 shares; 2025Q2: 14,058 shares 14,058 $860K 0.14% +460 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,488 shares; 2024Q4: 7,557 shares; 2025Q1: 8,970 shares; 2025Q2: 9,210 shares 9,210 $846K 0.14% +240 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,428 shares; 2024Q4: 4,524 shares; 2025Q1: 6,329 shares; 2025Q2: 6,329 shares 6,329 $844K 0.14% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,964 shares; 2024Q4: 15,620 shares; 2025Q1: 14,477 shares; 2025Q2: 14,105 shares 14,105 $836K 0.13% -372 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,451 shares; 2024Q4: 13,231 shares; 2025Q1: 10,490 shares; 2025Q2: 10,000 shares 10,000 $834K 0.13% -490 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,909 shares; 2024Q4: 7,126 shares; 2025Q1: 7,070 shares; 2025Q2: 7,607 shares 7,607 $831K 0.13% +537 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,440 shares; 2024Q4: 5,456 shares; 2025Q1: 5,449 shares; 2025Q2: 5,589 shares 5,589 $816K 0.13% +140 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,241 shares; 2024Q4: 9,351 shares; 2025Q1: 9,431 shares; 2025Q2: 9,419 shares 9,419 $799K 0.13% -12 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,119 shares; 2024Q4: 19,479 shares; 2025Q1: 17,117 shares; 2025Q2: 17,126 shares 17,126 $784K 0.13% +9 Timeline SHAG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,401 shares; 2024Q4: 12,463 shares; 2025Q1: 16,241 shares; 2025Q2: 16,290 shares 16,290 $780K 0.13% +49 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,294 shares; 2024Q4: 17,791 shares; 2025Q1: 17,758 shares; 2025Q2: 17,769 shares 17,769 $769K 0.12% +11 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,350 shares; 2024Q4: 6,074 shares; 2025Q1: 5,824 shares; 2025Q2: 5,791 shares 5,791 $764K 0.12% -33 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,839 shares; 2024Q4: 2,754 shares; 2025Q1: 2,712 shares; 2025Q2: 2,592 shares 2,592 $757K 0.12% -120 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,176 shares 13,176 $752K 0.12% new Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,267 shares; 2024Q4: 24,984 shares; 2025Q1: 27,296 shares; 2025Q2: 29,623 shares 29,623 $728K 0.12% +2,327 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 1,808 shares; 2025Q1: 2,153 shares; 2025Q2: 2,005 shares 2,005 $712K 0.11% -148 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,189 shares; 2024Q4: 38,427 shares; 2025Q1: 33,908 shares; 2025Q2: 31,496 shares 31,496 $711K 0.11% -2,412 Timeline PFIG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,373 shares; 2024Q4: 23,764 shares; 2025Q1: 29,569 shares; 2025Q2: 29,531 shares 29,531 $711K 0.11% -38 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,369 shares; 2024Q4: 1,340 shares; 2025Q1: 1,315 shares; 2025Q2: 1,295 shares 1,295 $691K 0.11% -20 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,771 shares; 2024Q4: 40,510 shares; 2025Q1: 33,102 shares; 2025Q2: 23,449 shares 23,449 $685K 0.11% -9,653 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 1,281 shares; 2025Q1: 1,289 shares; 2025Q2: 1,324 shares 1,324 $674K 0.11% +35 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,187 shares; 2024Q4: 3,088 shares; 2025Q1: 3,094 shares; 2025Q2: 3,091 shares 3,091 $672K 0.11% -3 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,364 shares; 2024Q4: 7,364 shares; 2025Q1: 7,364 shares; 2025Q2: 7,036 shares 7,036 $669K 0.11% -328 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,713 shares; 2024Q4: 61,650 shares; 2025Q1: 61,683 shares; 2025Q2: 61,482 shares 61,482 $667K 0.11% -201 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,098 shares; 2025Q1: 2,098 shares; 2025Q2: 2,111 shares 2,111 $663K 0.11% +13 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,038 shares; 2024Q4: 7,125 shares; 2025Q1: 7,302 shares; 2025Q2: 7,783 shares 7,783 $660K 0.11% +481 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,417 shares; 2025Q1: 1,294 shares; 2025Q2: 1,294 shares 1,294 $658K 0.11% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,102 shares; 2024Q4: 3,070 shares; 2025Q1: 2,955 shares; 2025Q2: 2,960 shares 2,960 $647K 0.1% +5 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,543 shares; 2024Q4: 2,344 shares; 2025Q1: 2,344 shares; 2025Q2: 2,305 shares 2,305 $643K 0.1% -39 Timeline HYTI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,620 shares 31,620 $634K 0.1% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 2,057 shares; 2025Q1: 2,039 shares; 2025Q2: 2,068 shares 2,068 $629K 0.1% +29 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,106 shares; 2024Q4: 5,102 shares; 2025Q1: 5,102 shares; 2025Q2: 5,097 shares 5,097 $616K 0.1% -5 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,409 shares; 2025Q1: 1,386 shares; 2025Q2: 1,321 shares 1,321 $612K 0.1% -65 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,794 shares; 2024Q4: 3,024 shares; 2025Q1: 2,845 shares; 2025Q2: 2,828 shares 2,828 $610K 0.1% -17 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 1,694 shares; 2025Q1: 1,703 shares; 2025Q2: 1,701 shares 1,701 $607K 0.1% -2 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,185 shares; 2024Q4: 26,730 shares; 2025Q1: 18,797 shares; 2025Q2: 16,361 shares 16,361 $607K 0.1% -2,436 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,714 shares; 2024Q4: 11,436 shares; 2025Q1: 11,095 shares; 2025Q2: 10,672 shares 10,672 $604K 0.1% -423 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,171 shares; 2024Q4: 4,646 shares; 2025Q1: 4,621 shares; 2025Q2: 4,447 shares 4,447 $599K 0.1% -174 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,453 shares; 2024Q4: 17,453 shares; 2025Q1: 17,503 shares; 2025Q2: 17,503 shares 17,503 $574K 0.09% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,413 shares; 2024Q4: 5,421 shares; 2025Q1: 5,437 shares; 2025Q2: 5,465 shares 5,465 $569K 0.09% +28 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,624 shares; 2024Q4: 7,574 shares; 2025Q1: 7,581 shares; 2025Q2: 7,566 shares 7,566 $562K 0.09% -15 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,410 shares; 2025Q1: 1,446 shares; 2025Q2: 1,448 shares 1,448 $562K 0.09% +2 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,409 shares; 2025Q1: 2,356 shares; 2025Q2: 2,205 shares 2,205 $558K 0.09% -151 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,449 shares; 2024Q4: 3,401 shares; 2025Q1: 3,425 shares; 2025Q2: 3,488 shares 3,488 $556K 0.09% +63 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,783 shares; 2024Q4: 4,552 shares; 2025Q1: 5,853 shares; 2025Q2: 5,938 shares 5,938 $554K 0.09% +85 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,851 shares; 2024Q4: 6,546 shares; 2025Q1: 7,120 shares; 2025Q2: 6,898 shares 6,898 $548K 0.09% -222 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,009 shares; 2024Q4: 1,963 shares; 2025Q1: 1,945 shares; 2025Q2: 1,946 shares 1,946 $543K 0.09% +1 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,813 shares; 2024Q4: 42,246 shares; 2025Q1: 43,386 shares; 2025Q2: 41,278 shares 41,278 $538K 0.09% -2,108 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 545 shares; 2025Q1: 537 shares; 2025Q2: 756 shares 756 $535K 0.09% +219 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,209 shares; 2024Q4: 6,325 shares; 2025Q1: 6,670 shares; 2025Q2: 6,170 shares 6,170 $525K 0.08% -500 Timeline LQTI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,819 shares 25,819 $525K 0.08% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,745 shares; 2024Q4: 21,228 shares; 2025Q1: 17,034 shares; 2025Q2: 16,387 shares 16,387 $520K 0.08% -647 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,988 shares; 2024Q4: 9,663 shares; 2025Q1: 9,077 shares; 2025Q2: 9,092 shares 9,092 $518K 0.08% +15 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,248 shares; 2024Q4: 5,980 shares; 2025Q1: 6,548 shares; 2025Q2: 6,484 shares 6,484 $517K 0.08% -64 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,588 shares; 2024Q4: 16,420 shares; 2025Q1: 15,946 shares; 2025Q2: 15,994 shares 15,994 $512K 0.08% +48 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,272 shares; 2024Q4: 7,989 shares; 2025Q1: 9,048 shares; 2025Q2: 9,660 shares 9,660 $503K 0.08% +612 Timeline GLOBAL X FDS GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,250 shares; 2024Q4: 29,192 shares; 2025Q1: 40,356 shares; 2025Q2: 59,675 shares 59,675 $503K 0.08% +19,319 CLOU GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,710 shares; 2024Q4: 28,692 shares; 2025Q1: 24,172 shares; 2025Q2: 21,536 shares 21,536 $502K 0.08% -2,636 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,526 shares; 2024Q4: 2,533 shares; 2025Q1: 2,485 shares; 2025Q2: 2,490 shares 2,490 $484K 0.08% +5 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 3,854 shares; 2025Q1: 2,959 shares; 2025Q2: 2,740 shares 2,740 $479K 0.08% -219 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,454 shares; 2024Q4: 6,500 shares; 2025Q1: 5,005 shares; 2025Q2: 4,254 shares 4,254 $478K 0.08% -751 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,691 shares; 2025Q1: 1,691 shares; 2025Q2: 1,613 shares 1,613 $470K 0.08% -78 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,284 shares; 2024Q4: 5,287 shares; 2025Q1: 5,289 shares; 2025Q2: 5,170 shares 5,170 $470K 0.08% -119 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,944 shares; 2024Q4: 21,198 shares; 2025Q1: 21,198 shares; 2025Q2: 22,148 shares 22,148 $460K 0.07% +950 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 795 shares; 2025Q1: 809 shares; 2025Q2: 809 shares 809 $455K 0.07% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,491 shares; 2024Q4: 2,425 shares; 2025Q1: 2,452 shares; 2025Q2: 2,443 shares 2,443 $453K 0.07% -9 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,832 shares; 2024Q4: 5,794 shares; 2025Q1: 4,431 shares; 2025Q2: 4,178 shares 4,178 $452K 0.07% -253 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,543 shares; 2024Q4: 19,317 shares; 2025Q1: 19,546 shares; 2025Q2: 19,716 shares 19,716 $451K 0.07% +170 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,819 shares; 2024Q4: 43,159 shares; 2025Q1: 43,159 shares; 2025Q2: 43,159 shares 43,159 $446K 0.07% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 2,403 shares; 2025Q1: 2,354 shares; 2025Q2: 2,356 shares 2,356 $444K 0.07% +2 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares 4,400 $442K 0.07% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,312 shares; 2025Q1: 2,352 shares; 2025Q2: 2,419 shares 2,419 $441K 0.07% +67 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,086 shares; 2024Q4: 2,156 shares; 2025Q1: 1,873 shares; 2025Q2: 1,844 shares 1,844 $437K 0.07% -29 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,513 shares; 2024Q4: 75,183 shares; 2025Q1: 72,481 shares; 2025Q2: 10,910 shares 10,910 $434K 0.07% -61,571 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,038 shares; 2024Q4: 5,045 shares; 2025Q1: 4,653 shares; 2025Q2: 4,512 shares 4,512 $418K 0.07% -141 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,435 shares; 2025Q1: 1,402 shares; 2025Q2: 1,395 shares 1,395 $417K 0.07% -7 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,024 shares; 2024Q4: 3,797 shares; 2025Q1: 3,585 shares; 2025Q2: 3,393 shares 3,393 $407K 0.07% -192 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,328 shares; 2024Q4: 9,402 shares; 2025Q1: 9,375 shares; 2025Q2: 9,400 shares 9,400 $402K 0.06% +25 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,227 shares; 2024Q4: 3,164 shares; 2025Q1: 3,239 shares; 2025Q2: 3,249 shares 3,249 $401K 0.06% +10 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,859 shares; 2024Q4: 2,868 shares; 2025Q1: 3,078 shares; 2025Q2: 3,088 shares 3,088 $398K 0.06% +10 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,721 shares; 2024Q4: 12,721 shares; 2025Q1: 13,222 shares; 2025Q2: 13,231 shares 13,231 $397K 0.06% +9 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 948 shares; 2025Q2: 970 shares 970 $392K 0.06% +22 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,271 shares; 2025Q1: 1,760 shares; 2025Q2: 1,725 shares 1,725 $391K 0.06% -35 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 3,687 shares; 2025Q1: 3,687 shares; 2025Q2: 3,688 shares 3,688 $385K 0.06% +1 Timeline EFAX 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,632 shares; 2024Q4: 6,549 shares; 2025Q1: 8,128 shares; 2025Q2: 8,127 shares 8,127 $385K 0.06% -1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,198 shares; 2025Q1: 4,202 shares; 2025Q2: 3,679 shares 3,679 $381K 0.06% -523 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,674 shares; 2024Q4: 6,151 shares; 2025Q1: 5,155 shares; 2025Q2: 5,158 shares 5,158 $380K 0.06% +3 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 359 shares; 2025Q1: 357 shares; 2025Q2: 357 shares 357 $375K 0.06% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,564 shares; 2024Q4: 4,224 shares; 2025Q1: 4,224 shares; 2025Q2: 4,173 shares 4,173 $373K 0.06% -51 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,250 shares; 2024Q4: 119,506 shares; 2025Q1: 133,101 shares; 2025Q2: 8,234 shares 8,234 $371K 0.06% -124,867 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,196 shares; 2024Q4: 2,161 shares; 2025Q1: 2,212 shares; 2025Q2: 2,213 shares 2,213 $367K 0.06% +1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,075 shares; 2024Q4: 5,075 shares; 2025Q1: 5,168 shares; 2025Q2: 5,182 shares 5,182 $360K 0.06% +14 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,250 shares; 2024Q4: 11,750 shares; 2025Q1: 23,500 shares; 2025Q2: 11,750 shares 11,750 $353K 0.06% -11,750 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,834 shares; 2024Q4: 7,834 shares; 2025Q1: 7,834 shares; 2025Q2: 7,834 shares 7,834 $340K 0.05% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,143 shares; 2024Q4: 4,050 shares; 2025Q1: 4,053 shares; 2025Q2: 3,720 shares 3,720 $338K 0.05% -333 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,094 shares; 2024Q4: 4,985 shares; 2025Q1: 5,010 shares; 2025Q2: 4,753 shares 4,753 $338K 0.05% -257 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,962 shares; 2024Q4: 6,842 shares; 2025Q1: 6,844 shares; 2025Q2: 6,800 shares 6,800 $336K 0.05% -44 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,474 shares; 2024Q4: 2,479 shares; 2025Q1: 2,479 shares; 2025Q2: 2,433 shares 2,433 $331K 0.05% -46 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,513 shares; 2024Q4: 2,779 shares; 2025Q1: 2,762 shares; 2025Q2: 2,647 shares 2,647 $328K 0.05% -115 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,803 shares; 2024Q4: 6,670 shares; 2025Q1: 6,670 shares; 2025Q2: 5,844 shares 5,844 $328K 0.05% -826 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,167 shares; 2024Q4: 5,813 shares; 2025Q1: 5,962 shares; 2025Q2: 3,639 shares 3,639 $328K 0.05% -2,323 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 1,455 shares; 2025Q1: 1,441 shares; 2025Q2: 1,404 shares 1,404 $327K 0.05% -37 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,616 shares; 2024Q4: 6,320 shares; 2025Q1: 5,230 shares; 2025Q2: 4,635 shares 4,635 $326K 0.05% -595 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,187 shares; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares 1,187 $320K 0.05% 0 Timeline AGNG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,267 shares; 2025Q1: 9,267 shares; 2025Q2: 10,012 shares 10,012 $319K 0.05% +745 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,078 shares; 2024Q4: 6,825 shares; 2025Q1: 4,826 shares; 2025Q2: 4,579 shares 4,579 $316K 0.05% -247 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 3,293 shares; 2025Q1: 3,370 shares; 2025Q2: 3,473 shares 3,473 $316K 0.05% +103 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,171 shares; 2025Q1: 1,171 shares; 2025Q2: 1,171 shares 1,171 $316K 0.05% 0 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,813 shares; 2024Q4: 10,633 shares; 2025Q1: 6,408 shares; 2025Q2: 4,130 shares 4,130 $310K 0.05% -2,278 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,237 shares; 2024Q4: 4,960 shares; 2025Q1: 3,934 shares; 2025Q2: 3,936 shares 3,936 $310K 0.05% +2 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,371 shares; 2025Q1: 1,367 shares; 2025Q2: 1,025 shares 1,025 $307K 0.05% -342 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 732 shares; 2025Q1: 734 shares; 2025Q2: 681 shares 681 $307K 0.05% -53 Timeline ELD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,680 shares; 2024Q4: 10,736 shares; 2025Q1: 10,948 shares; 2025Q2: 10,950 shares 10,950 $306K 0.05% +2 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,432 shares; 2024Q4: 29,691 shares; 2025Q1: 18,094 shares; 2025Q2: 6,036 shares 6,036 $304K 0.05% -12,058 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,056 shares; 2025Q2: 3,761 shares 3,761 $301K 0.05% -295 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 3,247 shares; 2025Q1: 3,247 shares; 2025Q2: 3,247 shares 3,247 $298K 0.05% 0 Timeline USAI PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 6,725 shares; 2025Q1: 7,287 shares; 2025Q2: 7,320 shares 7,320 $298K 0.05% +33 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,408 shares 2,408 $297K 0.05% new Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,851 shares; 2024Q4: 5,851 shares; 2025Q1: 5,851 shares; 2025Q2: 5,851 shares 5,851 $293K 0.05% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares; 2025Q2: 1,172 shares 1,172 $291K 0.05% +3 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,151 shares; 2025Q1: 966 shares; 2025Q2: 929 shares 929 $290K 0.05% -37 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,238 shares; 2024Q4: 4,160 shares; 2025Q1: 3,460 shares; 2025Q2: 3,467 shares 3,467 $289K 0.05% +7 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,963 shares; 2025Q1: 3,965 shares; 2025Q2: 2,969 shares 2,969 $289K 0.05% -996 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 2,069 shares; 2025Q1: 2,069 shares; 2025Q2: 2,070 shares 2,070 $287K 0.05% +1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,486 shares; 2024Q4: 15,874 shares; 2025Q1: 12,702 shares; 2025Q2: 11,165 shares 11,165 $286K 0.05% -1,537 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,773 shares; 2024Q4: 3,757 shares; 2025Q1: 3,477 shares; 2025Q2: 3,453 shares 3,453 $284K 0.05% -24 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 219 shares; 2025Q1: not reported; 2025Q2: 272 shares 272 $280K 0.05% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,081 shares; 2025Q1: 2,090 shares; 2025Q2: 2,097 shares 2,097 $279K 0.04% +7 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 2,339 shares; 2025Q1: 2,792 shares; 2025Q2: 2,756 shares 2,756 $278K 0.04% -36 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,449 shares; 2025Q1: 1,449 shares; 2025Q2: 1,449 shares 1,449 $274K 0.04% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,385 shares; 2024Q4: 5,385 shares; 2025Q1: 5,386 shares; 2025Q2: 5,386 shares 5,386 $273K 0.04% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,399 shares; 2024Q4: 3,245 shares; 2025Q1: 3,219 shares; 2025Q2: 3,067 shares 3,067 $273K 0.04% -152 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,434 shares; 2024Q4: 12,372 shares; 2025Q1: 12,372 shares; 2025Q2: 12,372 shares 12,372 $270K 0.04% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,796 shares; 2025Q1: 3,773 shares; 2025Q2: 3,766 shares 3,766 $266K 0.04% -7 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,148 shares; 2025Q1: 1,166 shares; 2025Q2: 1,160 shares 1,160 $265K 0.04% -6 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,364 shares; 2024Q4: 4,373 shares; 2025Q1: 4,396 shares; 2025Q2: 4,405 shares 4,405 $258K 0.04% +9 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 2,832 shares; 2025Q1: 2,816 shares; 2025Q2: 2,731 shares 2,731 $256K 0.04% -85 Timeline ISHP 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,409 shares 6,409 $253K 0.04% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 1,035 shares; 2025Q1: 1,012 shares; 2025Q2: 926 shares 926 $253K 0.04% -86 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,349 shares; 2024Q4: 10,111 shares; 2025Q1: 10,449 shares; 2025Q2: 8,705 shares 8,705 $252K 0.04% -1,744 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 2,274 shares; 2025Q1: 2,285 shares; 2025Q2: 2,289 shares 2,289 $252K 0.04% +4 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 174 shares; 2025Q1: 181 shares; 2025Q2: 2,770 shares 2,770 $250K 0.04% +2,589 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,787 shares; 2025Q1: 1,881 shares; 2025Q2: 1,737 shares 1,737 $249K 0.04% -144 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,333 shares 1,333 $248K 0.04% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: 2,138 shares; 2025Q1: 2,139 shares; 2025Q2: 1,997 shares 1,997 $247K 0.04% -142 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,450 shares 2,450 $242K 0.04% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: 2,329 shares 2,329 $242K 0.04% 0 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,075 shares; 2024Q4: 8,308 shares; 2025Q1: 6,450 shares; 2025Q2: 5,983 shares 5,983 $242K 0.04% -467 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,479 shares; 2024Q4: not reported; 2025Q1: 3,084 shares; 2025Q2: 3,084 shares 3,084 $239K 0.04% 0 Timeline IPKW 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,174 shares; 2024Q4: 6,927 shares; 2025Q1: 5,184 shares; 2025Q2: 4,910 shares 4,910 $239K 0.04% -274 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,983 shares; 2024Q4: 2,973 shares; 2025Q1: 2,973 shares; 2025Q2: 2,980 shares 2,980 $239K 0.04% +7 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 911 shares 911 $234K 0.04% new Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,241 shares; 2025Q1: 24,482 shares; 2025Q2: 14,131 shares 14,131 $230K 0.04% -10,351 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,346 shares; 2025Q1: not reported; 2025Q2: 1,345 shares 1,345 $230K 0.04% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: not reported; 2025Q1: 689 shares; 2025Q2: 695 shares 695 $230K 0.04% +6 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,179 shares 1,179 $229K 0.04% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 2,670 shares; 2025Q1: 2,733 shares; 2025Q2: 2,730 shares 2,730 $223K 0.04% -3 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,243 shares; 2025Q1: 5,314 shares; 2025Q2: 5,211 shares 5,211 $222K 0.04% -103 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 3,095 shares; 2025Q1: not reported; 2025Q2: 2,858 shares 2,858 $221K 0.04% new Timeline FCTE ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,171 shares 8,171 $217K 0.04% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,683 shares; 2024Q4: 4,533 shares; 2025Q1: 4,903 shares; 2025Q2: 4,729 shares 4,729 $217K 0.03% -174 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,892 shares; 2024Q4: 4,845 shares; 2025Q1: 5,395 shares; 2025Q2: 5,133 shares 5,133 $216K 0.03% -262 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 766 shares; 2025Q1: not reported; 2025Q2: 767 shares 767 $215K 0.03% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,453 shares 1,453 $214K 0.03% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,191 shares; 2024Q4: 4,271 shares; 2025Q1: 4,653 shares; 2025Q2: 4,592 shares 4,592 $213K 0.03% -61 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 880 shares 880 $211K 0.03% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,568 shares 2,568 $211K 0.03% new Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,537 shares; 2024Q4: 20,537 shares; 2025Q1: 17,937 shares; 2025Q2: 15,337 shares 15,337 $210K 0.03% -2,600 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 425 shares 425 $209K 0.03% new Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 1,391 shares; 2025Q1: 1,280 shares; 2025Q2: 1,145 shares 1,145 $207K 0.03% -135 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 965 shares 965 $205K 0.03% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 2,931 shares; 2025Q1: 3,003 shares; 2025Q2: 2,928 shares 2,928 $203K 0.03% -75 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,164 shares; 2024Q4: 15,164 shares; 2025Q1: 15,164 shares; 2025Q2: 20,164 shares 20,164 $185K 0.03% +5,000 Timeline PCIG LITMAN GREGORY FDS TR More: the full row for LITMAN GREGORY FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,026 shares 13,026 $128K 0.02% new Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,842 shares; 2024Q4: 21,842 shares; 2025Q1: 21,842 shares; 2025Q2: 21,842 shares 21,842 $127K 0.02% 0 Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares 10,000 $121K 0.02% 0 Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,576 shares; 2024Q4: 14,627 shares; 2025Q1: 14,676 shares; 2025Q2: 17,116 shares 17,116 $107K 0.02% +2,440 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: 10,800 shares; 2025Q1: 11,116 shares; 2025Q2: 11,366 shares 11,366 $103K 0.02% +250 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares 11,500 $101K 0.02% 0 Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares 20,000 $95.8K 0.02% 0 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,360 shares; 2024Q4: 11,360 shares; 2025Q1: 11,360 shares; 2025Q2: 11,360 shares 11,360 $67K 0.01% 0 Timeline PLBY PLAYBOY INC More: the full row for PLAYBOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,083 shares; 2024Q4: 29,467 shares; 2025Q1: 28,243 shares; 2025Q2: 23,705 shares 23,705 $38.4K 0.01% -4,538 Timeline INVZ INNOVIZ TECHNOLOGIES LTD More: the full row for INNOVIZ TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,300 shares; 2025Q2: 15,400 shares 15,400 $25.3K <0.01% +2,100 Timeline