AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,896 shares; 2024Q4: 377,964 shares; 2025Q1: 371,367 shares; 2025Q2: 378,848 shares; 2025Q3: 412,275 shares; 2025Q4: 380,654 shares 380,654 $103M 7.43% -31,621 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,887 shares; 2024Q4: 71,845 shares; 2025Q1: 74,093 shares; 2025Q2: 80,851 shares; 2025Q3: 122,836 shares; 2025Q4: 120,530 shares 120,530 $82.2M 5.9% -2,306 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,618 shares; 2024Q4: 287,105 shares; 2025Q1: 277,905 shares; 2025Q2: 349,287 shares; 2025Q3: 417,597 shares; 2025Q4: 309,414 shares 309,414 $57.7M 4.14% -108,183 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,669 shares; 2024Q4: 191,723 shares; 2025Q1: 192,129 shares; 2025Q2: 210,144 shares; 2025Q3: 224,460 shares; 2025Q4: 206,809 shares 206,809 $47.7M 3.43% -17,651 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,508 shares; 2024Q4: 81,306 shares; 2025Q1: 83,979 shares; 2025Q2: 89,785 shares; 2025Q3: 95,462 shares; 2025Q4: 97,890 shares 97,890 $47.3M 3.4% +2,428 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,319 shares; 2024Q4: 101,760 shares; 2025Q1: 109,493 shares; 2025Q2: 121,582 shares; 2025Q3: 106,798 shares; 2025Q4: 108,386 shares 108,386 $33.9M 2.43% +1,588 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,147 shares; 2024Q4: 31,577 shares; 2025Q1: 36,485 shares; 2025Q2: 41,079 shares; 2025Q3: 60,275 shares; 2025Q4: 55,123 shares 55,123 $33.9M 2.43% -5,152 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,238 shares; 2024Q4: 56,958 shares; 2025Q1: 63,054 shares; 2025Q2: 65,670 shares; 2025Q3: 70,323 shares; 2025Q4: 67,280 shares 67,280 $33.8M 2.43% -3,043 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,974 shares; 2024Q4: 34,940 shares; 2025Q1: 37,243 shares; 2025Q2: 40,544 shares; 2025Q3: 44,604 shares; 2025Q4: 46,547 shares 46,547 $30.7M 2.21% +1,943 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,274 shares; 2024Q4: 62,301 shares; 2025Q1: 67,106 shares; 2025Q2: 75,627 shares; 2025Q3: 87,070 shares; 2025Q4: 76,435 shares 76,435 $30.3M 2.17% -10,635 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,254 shares; 2024Q4: 71,231 shares; 2025Q1: 71,433 shares; 2025Q2: 71,369 shares; 2025Q3: 71,350 shares; 2025Q4: 71,344 shares 71,344 $27.8M 1.99% -6 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,342 shares; 2024Q4: 397,160 shares; 2025Q1: 394,540 shares; 2025Q2: 389,932 shares; 2025Q3: 425,931 shares; 2025Q4: 363,530 shares 363,530 $23.4M 1.68% -62,401 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,871 shares; 2024Q4: 53,666 shares; 2025Q1: 52,776 shares; 2025Q2: 58,562 shares; 2025Q3: 64,728 shares; 2025Q4: 61,207 shares 61,207 $19.2M 1.38% -3,521 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,188 shares; 2024Q4: 36,589 shares; 2025Q1: 45,756 shares; 2025Q2: 49,582 shares; 2025Q3: 56,340 shares; 2025Q4: 38,861 shares 38,861 $17.5M 1.25% -17,479 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,333 shares; 2024Q4: 17,645 shares; 2025Q1: 19,783 shares; 2025Q2: 21,523 shares; 2025Q3: 24,724 shares; 2025Q4: 23,024 shares 23,024 $14.4M 1.04% -1,700 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,350 shares; 2024Q4: 11,661 shares; 2025Q1: 12,885 shares; 2025Q2: 14,592 shares; 2025Q3: 19,840 shares; 2025Q4: 18,839 shares 18,839 $12.9M 0.93% -1,001 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,510 shares; 2024Q4: 37,485 shares; 2025Q1: 44,398 shares; 2025Q2: 47,419 shares; 2025Q3: 56,512 shares; 2025Q4: 62,689 shares 62,689 $12M 0.86% +6,177 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,713 shares; 2024Q4: 20,386 shares; 2025Q1: 26,975 shares; 2025Q2: 27,490 shares; 2025Q3: 30,696 shares; 2025Q4: 33,672 shares 33,672 $11.7M 0.84% +2,976 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,636 shares; 2024Q4: 117,509 shares; 2025Q1: 121,074 shares; 2025Q2: 151,862 shares; 2025Q3: 266,208 shares; 2025Q4: 230,203 shares 230,203 $11.4M 0.82% -36,005 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,166 shares; 2024Q4: 32,387 shares; 2025Q1: 32,203 shares; 2025Q2: 34,001 shares; 2025Q3: 33,774 shares; 2025Q4: 34,917 shares 34,917 $11.3M 0.81% +1,143 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,883 shares; 2024Q4: 72,247 shares; 2025Q1: 70,363 shares; 2025Q2: 70,759 shares; 2025Q3: 69,515 shares; 2025Q4: 97,689 shares 97,689 $9.76M 0.7% +28,174 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,367 shares; 2024Q4: 6,902 shares; 2025Q1: 7,526 shares; 2025Q2: 8,175 shares; 2025Q3: 8,976 shares; 2025Q4: 88,373 shares 88,373 $8.29M 0.59% +79,397 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,114 shares; 2024Q4: 24,313 shares; 2025Q1: 24,710 shares; 2025Q2: 25,030 shares; 2025Q3: 24,464 shares; 2025Q4: 23,294 shares 23,294 $8.17M 0.59% -1,170 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,497 shares; 2024Q4: 40,656 shares; 2025Q1: 35,536 shares; 2025Q2: 39,364 shares; 2025Q3: 45,105 shares; 2025Q4: 44,967 shares 44,967 $7.99M 0.57% -138 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,023 shares; 2024Q4: 4,926 shares; 2025Q1: 5,410 shares; 2025Q2: 5,293 shares; 2025Q3: 8,230 shares; 2025Q4: 8,926 shares 8,926 $7.7M 0.55% +696 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,451 shares; 2024Q4: 10,615 shares; 2025Q1: 11,454 shares; 2025Q2: 12,491 shares; 2025Q3: 13,131 shares; 2025Q4: 13,431 shares 13,431 $7.67M 0.55% +300 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,280 shares; 2024Q4: 273,565 shares; 2025Q1: 279,108 shares; 2025Q2: 275,710 shares; 2025Q3: 312,318 shares; 2025Q4: 270,511 shares 270,511 $7.49M 0.54% -41,807 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,570 shares; 2024Q4: 5,496 shares; 2025Q1: 6,273 shares; 2025Q2: 5,934 shares; 2025Q3: 6,151 shares; 2025Q4: 6,655 shares 6,655 $7.15M 0.51% +504 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,262 shares; 2024Q4: 16,888 shares; 2025Q1: 16,833 shares; 2025Q2: 17,011 shares; 2025Q3: 20,820 shares; 2025Q4: 20,962 shares 20,962 $7.03M 0.5% +142 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,482 shares; 2024Q4: 34,022 shares; 2025Q1: 35,439 shares; 2025Q2: 32,410 shares; 2025Q3: 32,524 shares; 2025Q4: 34,818 shares 34,818 $6.65M 0.48% +2,294 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,152 shares; 2024Q4: 159,447 shares; 2025Q1: 162,177 shares; 2025Q2: 152,747 shares; 2025Q3: 167,824 shares; 2025Q4: 274,117 shares 274,117 $6.48M 0.47% +106,293 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 8 shares; 2025Q4: 8 shares 8 $6.04M 0.43% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,101 shares; 2024Q4: 23,129 shares; 2025Q1: 22,745 shares; 2025Q2: 22,247 shares; 2025Q3: 27,449 shares; 2025Q4: 27,848 shares 27,848 $5.96M 0.43% +399 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,592 shares; 2024Q4: 11,309 shares; 2025Q1: 11,004 shares; 2025Q2: 11,550 shares; 2025Q3: 12,722 shares; 2025Q4: 12,176 shares 12,176 $5.85M 0.42% -546 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,904 shares; 2024Q4: 39,355 shares; 2025Q1: 46,192 shares; 2025Q2: 48,382 shares; 2025Q3: 50,603 shares; 2025Q4: 46,474 shares 46,474 $5.59M 0.4% -4,129 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,774 shares; 2024Q4: 12,513 shares; 2025Q1: 17,793 shares; 2025Q2: 16,844 shares; 2025Q3: 19,179 shares; 2025Q4: 19,229 shares 19,229 $5.49M 0.39% +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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,604 shares; 2024Q4: 46,779 shares; 2025Q1: 53,086 shares; 2025Q2: 55,088 shares; 2025Q3: 55,304 shares; 2025Q4: 49,204 shares 49,204 $5.48M 0.39% -6,100 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,664 shares; 2024Q4: 32,601 shares; 2025Q1: 32,604 shares; 2025Q2: 32,759 shares; 2025Q3: 32,778 shares; 2025Q4: 32,717 shares 32,717 $5.21M 0.37% -61 Timeline CBLS ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185,371 shares 185,371 $5.1M 0.37% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,718 shares; 2024Q4: 37,463 shares; 2025Q1: 33,193 shares; 2025Q2: 32,606 shares; 2025Q3: 32,474 shares; 2025Q4: 32,967 shares 32,967 $5.08M 0.36% +493 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 1,777 shares; 2025Q1: 1,496 shares; 2025Q2: 3,627 shares; 2025Q3: 7,912 shares; 2025Q4: 25,281 shares 25,281 $5.02M 0.36% +17,369 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,652 shares; 2024Q4: 15,348 shares; 2025Q1: 21,082 shares; 2025Q2: 20,702 shares; 2025Q3: 25,814 shares; 2025Q4: 25,278 shares 25,278 $4.93M 0.35% -536 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,801 shares; 2024Q4: 5,014 shares; 2025Q1: 10,542 shares; 2025Q2: 11,542 shares; 2025Q3: 11,797 shares; 2025Q4: 11,763 shares 11,763 $4.86M 0.35% -34 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,987 shares; 2024Q4: 14,473 shares; 2025Q1: 13,646 shares; 2025Q2: 14,089 shares; 2025Q3: 14,626 shares; 2025Q4: 15,949 shares 15,949 $4.85M 0.35% +1,323 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,468 shares; 2024Q4: 46,739 shares; 2025Q1: 50,851 shares; 2025Q2: 52,098 shares; 2025Q3: 56,628 shares; 2025Q4: 62,956 shares 62,956 $4.75M 0.34% +6,328 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,700 shares; 2024Q4: 87,552 shares; 2025Q1: 79,721 shares; 2025Q2: 87,930 shares; 2025Q3: 87,019 shares; 2025Q4: 85,492 shares 85,492 $4.7M 0.34% -1,527 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,090 shares; 2024Q4: 20,417 shares; 2025Q1: 21,661 shares; 2025Q2: 21,141 shares; 2025Q3: 20,041 shares; 2025Q4: 21,208 shares 21,208 $4.39M 0.32% +1,167 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,651 shares; 2024Q4: 113,671 shares; 2025Q1: 128,212 shares; 2025Q2: 129,002 shares; 2025Q3: 139,759 shares; 2025Q4: 149,440 shares 149,440 $4.39M 0.31% +9,681 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,186 shares; 2024Q4: 55,589 shares; 2025Q1: 77,684 shares; 2025Q2: 111,331 shares; 2025Q3: 82,271 shares; 2025Q4: 76,560 shares 76,560 $4.38M 0.31% -5,711 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,111 shares; 2024Q4: 24,265 shares; 2025Q1: 22,649 shares; 2025Q2: 22,500 shares; 2025Q3: 21,620 shares; 2025Q4: 21,747 shares 21,747 $4.24M 0.3% +127 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,575 shares; 2024Q4: 28,446 shares; 2025Q1: 39,211 shares; 2025Q2: 36,920 shares; 2025Q3: 48,830 shares; 2025Q4: 52,162 shares 52,162 $4.23M 0.3% +3,332 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,184 shares; 2024Q4: 155,006 shares; 2025Q1: 175,114 shares; 2025Q2: 173,419 shares; 2025Q3: 177,849 shares; 2025Q4: 149,704 shares 149,704 $4.11M 0.29% -28,145 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,145 shares; 2024Q4: 22,280 shares; 2025Q1: 19,573 shares; 2025Q2: 18,773 shares; 2025Q3: 22,394 shares; 2025Q4: 16,629 shares 16,629 $4.09M 0.29% -5,765 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,253 shares; 2024Q4: 43,538 shares; 2025Q1: 42,765 shares; 2025Q2: 40,777 shares; 2025Q3: 39,307 shares; 2025Q4: 35,906 shares 35,906 $4.09M 0.29% -3,401 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,897 shares; 2024Q4: 36,150 shares; 2025Q1: 34,786 shares; 2025Q2: 34,798 shares; 2025Q3: 39,596 shares; 2025Q4: 36,210 shares 36,210 $3.99M 0.29% -3,386 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,537 shares; 2024Q4: 8,289 shares; 2025Q1: 8,515 shares; 2025Q2: 12,652 shares; 2025Q3: 13,741 shares; 2025Q4: 17,928 shares 17,928 $3.89M 0.28% +4,187 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,511 shares; 2024Q4: 46,770 shares; 2025Q1: 25,861 shares; 2025Q2: 39,706 shares; 2025Q3: 37,528 shares; 2025Q4: 86,387 shares 86,387 $3.86M 0.28% +48,859 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,413 shares; 2024Q4: 5,575 shares; 2025Q1: 5,572 shares; 2025Q2: 5,640 shares; 2025Q3: 6,108 shares; 2025Q4: 5,064 shares 5,064 $3.82M 0.27% -1,044 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,606 shares; 2024Q4: 27,657 shares; 2025Q1: 29,597 shares; 2025Q2: 28,976 shares; 2025Q3: 22,447 shares; 2025Q4: 23,522 shares 23,522 $3.79M 0.27% +1,075 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,282 shares; 2024Q4: 13,412 shares; 2025Q1: 13,462 shares; 2025Q2: 16,402 shares; 2025Q3: 16,351 shares; 2025Q4: 16,539 shares 16,539 $3.78M 0.27% +188 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,781 shares; 2024Q4: 14,053 shares; 2025Q1: 15,640 shares; 2025Q2: 17,965 shares; 2025Q3: 20,501 shares; 2025Q4: 25,667 shares 25,667 $3.63M 0.26% +5,166 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,289 shares; 2024Q4: 76,312 shares; 2025Q1: 78,645 shares; 2025Q2: 64,587 shares; 2025Q3: 67,845 shares; 2025Q4: 66,120 shares 66,120 $3.62M 0.26% -1,725 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,924 shares; 2024Q4: 10,165 shares; 2025Q1: 10,429 shares; 2025Q2: 9,409 shares; 2025Q3: 9,905 shares; 2025Q4: 9,753 shares 9,753 $3.61M 0.26% -152 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 3,486 shares; 2025Q1: 4,046 shares; 2025Q2: 4,100 shares; 2025Q3: 5,007 shares; 2025Q4: 4,085 shares 4,085 $3.59M 0.26% -922 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,844 shares; 2024Q4: 37,055 shares; 2025Q1: 33,941 shares; 2025Q2: 35,454 shares; 2025Q3: 34,469 shares; 2025Q4: 44,067 shares 44,067 $3.56M 0.26% +9,598 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,189 shares; 2024Q4: 20,149 shares; 2025Q1: 19,037 shares; 2025Q2: 22,538 shares; 2025Q3: 23,490 shares; 2025Q4: 22,678 shares 22,678 $3.46M 0.25% -812 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,710 shares; 2024Q4: 23,710 shares; 2025Q1: 24,096 shares; 2025Q2: 24,266 shares; 2025Q3: 24,699 shares; 2025Q4: 24,344 shares 24,344 $3.43M 0.25% -355 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,436 shares; 2024Q4: 5,892 shares; 2025Q1: 6,564 shares; 2025Q2: 6,561 shares; 2025Q3: 6,702 shares; 2025Q4: 7,040 shares 7,040 $3.3M 0.24% +338 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,523 shares; 2024Q4: 58,237 shares; 2025Q1: 71,149 shares; 2025Q2: 77,881 shares; 2025Q3: 79,894 shares; 2025Q4: 76,441 shares 76,441 $3.28M 0.24% -3,453 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 2,554 shares; 2025Q1: 2,247 shares; 2025Q2: 3,121 shares; 2025Q3: 3,459 shares; 2025Q4: 3,039 shares 3,039 $3.25M 0.23% -420 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,437 shares; 2024Q4: 19,909 shares; 2025Q1: 18,334 shares; 2025Q2: 17,118 shares; 2025Q3: 20,328 shares; 2025Q4: 20,782 shares 20,782 $3.22M 0.23% +454 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,500 shares; 2024Q4: 248,500 shares; 2025Q1: 248,700 shares; 2025Q2: 250,700 shares; 2025Q3: 250,700 shares; 2025Q4: 250,700 shares 250,700 $3.2M 0.23% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,127 shares; 2024Q4: 18,174 shares; 2025Q1: 18,174 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares 18,000 $3.19M 0.23% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,760 shares; 2025Q1: 1,927 shares; 2025Q2: 2,176 shares; 2025Q3: 2,952 shares; 2025Q4: 1,577 shares 1,577 $3.18M 0.23% -1,375 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,960 shares; 2024Q4: 96,031 shares; 2025Q1: 96,180 shares; 2025Q2: 97,853 shares; 2025Q3: 145,284 shares; 2025Q4: 141,143 shares 141,143 $3.17M 0.23% -4,141 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,838 shares; 2024Q4: 9,552 shares; 2025Q1: 8,539 shares; 2025Q2: 9,119 shares; 2025Q3: 9,210 shares; 2025Q4: 8,708 shares 8,708 $3.14M 0.23% -502 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,495 shares; 2024Q4: 40,259 shares; 2025Q1: 41,180 shares; 2025Q2: 39,446 shares; 2025Q3: 43,545 shares; 2025Q4: 27,441 shares 27,441 $3.12M 0.22% -16,104 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,550 shares; 2024Q4: 8,415 shares; 2025Q1: 8,773 shares; 2025Q2: 8,433 shares; 2025Q3: 8,526 shares; 2025Q4: 9,052 shares 9,052 $3.11M 0.22% +526 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,606 shares; 2024Q4: 69,301 shares; 2025Q1: 79,857 shares; 2025Q2: 76,835 shares; 2025Q3: 76,309 shares; 2025Q4: 125,165 shares 125,165 $3.11M 0.22% +48,856 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: 2,252 shares; 2025Q1: 2,218 shares; 2025Q2: 3,020 shares; 2025Q3: 5,963 shares; 2025Q4: 6,525 shares 6,525 $3.09M 0.22% +562 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,871 shares; 2024Q4: 2,567 shares; 2025Q1: 3,290 shares; 2025Q2: 5,103 shares; 2025Q3: 7,109 shares; 2025Q4: 13,640 shares 13,640 $3.08M 0.22% +6,531 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,371 shares; 2024Q4: 134,779 shares; 2025Q1: 138,019 shares; 2025Q2: 136,335 shares; 2025Q3: 137,793 shares; 2025Q4: 137,425 shares 137,425 $3.07M 0.22% -368 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,098 shares; 2024Q4: 74,448 shares; 2025Q1: 80,352 shares; 2025Q2: 79,150 shares; 2025Q3: 84,803 shares; 2025Q4: 99,135 shares 99,135 $3.07M 0.22% +14,332 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,140 shares; 2024Q4: 25,965 shares; 2025Q1: 26,452 shares; 2025Q2: 31,103 shares; 2025Q3: 30,626 shares; 2025Q4: 27,758 shares 27,758 $3.05M 0.22% -2,868 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,392 shares; 2024Q4: 86,850 shares; 2025Q1: 101,100 shares; 2025Q2: 104,051 shares; 2025Q3: 84,601 shares; 2025Q4: 90,773 shares 90,773 $3M 0.22% +6,172 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,016 shares; 2024Q4: 17,023 shares; 2025Q1: 17,463 shares; 2025Q2: 17,903 shares; 2025Q3: 15,899 shares; 2025Q4: 16,018 shares 16,018 $2.95M 0.21% +119 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,714 shares; 2024Q4: 9,509 shares; 2025Q1: 14,253 shares; 2025Q2: 13,352 shares; 2025Q3: 14,957 shares; 2025Q4: 20,016 shares 20,016 $2.88M 0.21% +5,059 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,828 shares; 2024Q4: 37,703 shares; 2025Q1: 36,866 shares; 2025Q2: 37,696 shares; 2025Q3: 37,923 shares; 2025Q4: 38,778 shares 38,778 $2.85M 0.2% +855 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,050 shares; 2024Q4: 43,895 shares; 2025Q1: 46,323 shares; 2025Q2: 49,389 shares; 2025Q3: 47,305 shares; 2025Q4: 40,661 shares 40,661 $2.84M 0.2% -6,644 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,962 shares; 2024Q4: 9,279 shares; 2025Q1: 12,130 shares; 2025Q2: 11,459 shares; 2025Q3: 11,827 shares; 2025Q4: 10,727 shares 10,727 $2.84M 0.2% -1,100 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,548 shares; 2024Q4: 33,190 shares; 2025Q1: 33,208 shares; 2025Q2: 35,701 shares; 2025Q3: 35,607 shares; 2025Q4: 35,689 shares 35,689 $2.83M 0.2% +82 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,517 shares; 2024Q4: 15,043 shares; 2025Q1: 13,807 shares; 2025Q2: 14,912 shares; 2025Q3: 14,485 shares; 2025Q4: 15,409 shares 15,409 $2.83M 0.2% +924 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,001 shares; 2024Q4: 18,321 shares; 2025Q1: 23,418 shares; 2025Q2: 28,772 shares; 2025Q3: 26,293 shares; 2025Q4: 19,124 shares 19,124 $2.8M 0.2% -7,169 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,910 shares; 2024Q4: 23,724 shares; 2025Q1: 27,273 shares; 2025Q2: 45,945 shares; 2025Q3: 52,131 shares; 2025Q4: 32,160 shares 32,160 $2.8M 0.2% -19,971 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,507 shares; 2024Q4: 27,109 shares; 2025Q1: 27,933 shares; 2025Q2: 27,662 shares; 2025Q3: 28,535 shares; 2025Q4: 23,824 shares 23,824 $2.78M 0.2% -4,711 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,189 shares; 2024Q4: 22,417 shares; 2025Q1: 25,794 shares; 2025Q2: 30,527 shares; 2025Q3: 36,943 shares; 2025Q4: 33,987 shares 33,987 $2.78M 0.2% -2,956 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,508 shares; 2024Q4: 18,221 shares; 2025Q1: 17,177 shares; 2025Q2: 17,283 shares; 2025Q3: 17,125 shares; 2025Q4: 17,001 shares 17,001 $2.76M 0.2% -124 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,070 shares; 2024Q4: 14,388 shares; 2025Q1: 9,204 shares; 2025Q2: 12,579 shares; 2025Q3: 12,579 shares; 2025Q4: 42,995 shares 42,995 $2.76M 0.2% +30,416 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,031 shares; 2024Q4: 22,012 shares; 2025Q1: 27,135 shares; 2025Q2: 26,823 shares; 2025Q3: 29,478 shares; 2025Q4: 34,267 shares 34,267 $2.73M 0.2% +4,789 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,730 shares; 2024Q4: 37,807 shares; 2025Q1: 48,821 shares; 2025Q2: 51,335 shares; 2025Q3: 55,555 shares; 2025Q4: 65,706 shares 65,706 $2.71M 0.19% +10,151 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,777 shares; 2024Q4: 6,417 shares; 2025Q1: 5,913 shares; 2025Q2: 8,037 shares; 2025Q3: 8,697 shares; 2025Q4: 8,209 shares 8,209 $2.71M 0.19% -488 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,964 shares; 2024Q4: 33,177 shares; 2025Q1: 35,249 shares; 2025Q2: 32,526 shares; 2025Q3: 33,858 shares; 2025Q4: 32,012 shares 32,012 $2.68M 0.19% -1,846 Timeline MTA METALLA RTY & STREAMING LTD More: the full row for METALLA RTY & STREAMING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 357,029 shares; 2025Q3: 357,029 shares; 2025Q4: 343,024 shares 343,024 $2.67M 0.19% -14,005 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,172 shares; 2025Q4: 27,658 shares 27,658 $2.63M 0.19% +20,486 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,545 shares; 2024Q4: 13,350 shares; 2025Q1: 15,093 shares; 2025Q2: 15,111 shares; 2025Q3: 14,976 shares; 2025Q4: 14,571 shares 14,571 $2.59M 0.19% -405 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,791 shares; 2024Q4: 7,559 shares; 2025Q1: 7,859 shares; 2025Q2: 7,931 shares; 2025Q3: 8,145 shares; 2025Q4: 8,450 shares 8,450 $2.58M 0.19% +305 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,835 shares; 2024Q4: 26,201 shares; 2025Q1: 18,733 shares; 2025Q2: 20,134 shares; 2025Q3: 22,332 shares; 2025Q4: 23,364 shares 23,364 $2.57M 0.18% +1,032 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,378 shares; 2024Q4: 6,467 shares; 2025Q1: 4,820 shares; 2025Q2: 4,685 shares; 2025Q3: 4,355 shares; 2025Q4: 5,241 shares 5,241 $2.56M 0.18% +886 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,434 shares; 2025Q3: 102,881 shares; 2025Q4: 134,031 shares 134,031 $2.56M 0.18% +31,150 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,973 shares; 2025Q4: 29,864 shares 29,864 $2.5M 0.18% +26,891 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,110 shares; 2024Q4: 4,977 shares; 2025Q1: 3,544 shares; 2025Q2: 3,650 shares; 2025Q3: 4,137 shares; 2025Q4: 4,290 shares 4,290 $2.46M 0.18% +153 Timeline YPF YPF SOCIEDAD ANONIMA More: the full row for YPF SOCIEDAD ANONIMA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,348 shares; 2024Q4: 38,436 shares; 2025Q1: 93,700 shares; 2025Q2: 128,502 shares; 2025Q3: 230,754 shares; 2025Q4: 64,924 shares 64,924 $2.35M 0.17% -165,830 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,659 shares; 2024Q4: 7,721 shares; 2025Q1: 6,997 shares; 2025Q2: 7,963 shares; 2025Q3: 9,386 shares; 2025Q4: 11,129 shares 11,129 $2.34M 0.17% +1,743 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,290 shares 57,290 $2.3M 0.16% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,426 shares; 2024Q4: 48,556 shares; 2025Q1: 68,940 shares; 2025Q2: 74,044 shares; 2025Q3: 55,030 shares; 2025Q4: 44,195 shares 44,195 $2.24M 0.16% -10,835 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,052 shares; 2024Q4: 8,573 shares; 2025Q1: 7,736 shares; 2025Q2: 8,030 shares; 2025Q3: 8,430 shares; 2025Q4: 10,117 shares 10,117 $2.17M 0.16% +1,687 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,033 shares; 2024Q4: 6,226 shares; 2025Q1: 7,333 shares; 2025Q2: 7,375 shares; 2025Q3: 7,815 shares; 2025Q4: 7,289 shares 7,289 $2.16M 0.15% -526 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,531 shares; 2024Q4: 33,533 shares; 2025Q1: 33,036 shares; 2025Q2: 30,183 shares; 2025Q3: 29,616 shares; 2025Q4: 29,983 shares 29,983 $2.13M 0.15% +367 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,140 shares; 2025Q1: 24,746 shares; 2025Q2: 26,372 shares; 2025Q3: 25,972 shares; 2025Q4: 26,407 shares 26,407 $2.12M 0.15% +435 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,053 shares; 2024Q4: 74,251 shares; 2025Q1: 73,761 shares; 2025Q2: 72,161 shares; 2025Q3: 85,061 shares; 2025Q4: 90,716 shares 90,716 $2.03M 0.15% +5,655 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,157 shares; 2025Q1: 68,017 shares; 2025Q2: 70,867 shares; 2025Q3: 76,970 shares; 2025Q4: 78,252 shares 78,252 $1.99M 0.14% +1,282 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,437 shares; 2024Q4: 2,646 shares; 2025Q1: 2,963 shares; 2025Q2: 2,766 shares; 2025Q3: 2,977 shares; 2025Q4: 3,459 shares 3,459 $1.96M 0.14% +482 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,542 shares; 2024Q4: 26,413 shares; 2025Q1: 25,709 shares; 2025Q2: 25,772 shares; 2025Q3: 24,754 shares; 2025Q4: 26,481 shares 26,481 $1.95M 0.14% +1,727 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,434 shares; 2024Q4: 6,731 shares; 2025Q1: 8,277 shares; 2025Q2: 8,131 shares; 2025Q3: 9,164 shares; 2025Q4: 9,124 shares 9,124 $1.93M 0.14% -40 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,477 shares; 2025Q1: 6,897 shares; 2025Q2: 4,767 shares; 2025Q3: 4,625 shares; 2025Q4: 40,017 shares 40,017 $1.93M 0.14% +35,392 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,294 shares; 2024Q4: 32,056 shares; 2025Q1: 32,985 shares; 2025Q2: 33,004 shares; 2025Q3: 31,627 shares; 2025Q4: 32,162 shares 32,162 $1.89M 0.14% +535 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,040 shares; 2025Q4: 76,112 shares 76,112 $1.88M 0.14% +39,072 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,650 shares; 2024Q4: 21,264 shares; 2025Q1: 22,279 shares; 2025Q2: 21,602 shares; 2025Q3: 26,646 shares; 2025Q4: 37,243 shares 37,243 $1.87M 0.13% +10,597 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,760 shares; 2024Q4: 16,325 shares; 2025Q1: 18,300 shares; 2025Q2: 20,686 shares; 2025Q3: 19,654 shares; 2025Q4: 23,311 shares 23,311 $1.87M 0.13% +3,657 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,035 shares; 2024Q4: 18,508 shares; 2025Q1: 19,152 shares; 2025Q2: 16,463 shares; 2025Q3: 13,803 shares; 2025Q4: 31,989 shares 31,989 $1.87M 0.13% +18,186 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,814 shares; 2024Q4: 185,513 shares; 2025Q1: 181,500 shares; 2025Q2: 199,384 shares; 2025Q3: 210,974 shares; 2025Q4: 157,519 shares 157,519 $1.87M 0.13% -53,455 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,805 shares; 2024Q4: 19,825 shares; 2025Q1: 18,089 shares; 2025Q2: 18,088 shares; 2025Q3: 14,922 shares; 2025Q4: 17,601 shares 17,601 $1.85M 0.13% +2,679 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,682 shares; 2024Q4: 15,397 shares; 2025Q1: 16,574 shares; 2025Q2: 18,917 shares; 2025Q3: 21,354 shares; 2025Q4: 19,450 shares 19,450 $1.81M 0.13% -1,904 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,090 shares; 2025Q4: 38,597 shares 38,597 $1.81M 0.13% +7,507 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,035 shares; 2024Q4: 10,985 shares; 2025Q1: 12,607 shares; 2025Q2: 15,087 shares; 2025Q3: 22,898 shares; 2025Q4: 31,022 shares 31,022 $1.8M 0.13% +8,124 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,673 shares; 2025Q4: 67,325 shares 67,325 $1.8M 0.13% +36,652 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,512 shares; 2025Q1: 40,275 shares; 2025Q2: 39,775 shares; 2025Q3: 38,708 shares; 2025Q4: 36,523 shares 36,523 $1.79M 0.13% -2,185 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,202 shares; 2024Q4: 13,774 shares; 2025Q1: 12,078 shares; 2025Q2: 11,875 shares; 2025Q3: 12,282 shares; 2025Q4: 11,989 shares 11,989 $1.78M 0.13% -293 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,093 shares; 2024Q4: 13,054 shares; 2025Q1: 14,203 shares; 2025Q2: 15,617 shares; 2025Q3: 27,135 shares; 2025Q4: 28,477 shares 28,477 $1.78M 0.13% +1,342 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: not reported; 2025Q1: 8,382 shares; 2025Q2: 8,880 shares; 2025Q3: 10,843 shares; 2025Q4: 14,417 shares 14,417 $1.78M 0.13% +3,574 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,376 shares; 2024Q4: 39,376 shares; 2025Q1: 30,676 shares; 2025Q2: 30,676 shares; 2025Q3: 29,776 shares; 2025Q4: 29,165 shares 29,165 $1.75M 0.13% -611 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,726 shares; 2024Q4: 20,923 shares; 2025Q1: 32,900 shares; 2025Q2: 20,455 shares; 2025Q3: 25,708 shares; 2025Q4: 20,324 shares 20,324 $1.74M 0.13% -5,384 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,177 shares; 2025Q2: 2,350 shares; 2025Q3: 2,311 shares; 2025Q4: 2,578 shares 2,578 $1.74M 0.12% +267 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,418 shares; 2024Q4: 1,971 shares; 2025Q1: 1,874 shares; 2025Q2: 2,315 shares; 2025Q3: 2,116 shares; 2025Q4: 11,282 shares 11,282 $1.73M 0.12% +9,166 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,781 shares; 2024Q4: 13,679 shares; 2025Q1: 13,879 shares; 2025Q2: 17,314 shares; 2025Q3: 17,903 shares; 2025Q4: 17,375 shares 17,375 $1.69M 0.12% -528 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,685 shares; 2024Q4: 21,053 shares; 2025Q1: 22,085 shares; 2025Q2: 22,032 shares; 2025Q3: 22,903 shares; 2025Q4: 21,893 shares 21,893 $1.69M 0.12% -1,010 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,537 shares; 2024Q4: 14,150 shares; 2025Q1: 14,004 shares; 2025Q2: 13,776 shares; 2025Q3: 10,864 shares; 2025Q4: 11,745 shares 11,745 $1.68M 0.12% +881 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,775 shares; 2024Q4: 24,975 shares; 2025Q1: 24,975 shares; 2025Q2: 41,037 shares; 2025Q3: 40,337 shares; 2025Q4: 40,037 shares 40,037 $1.65M 0.12% -300 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,343 shares; 2024Q4: 53,685 shares; 2025Q1: 50,449 shares; 2025Q2: 43,776 shares; 2025Q3: 33,183 shares; 2025Q4: 30,205 shares 30,205 $1.65M 0.12% -2,978 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,500 shares; 2024Q4: 133,500 shares; 2025Q1: 133,500 shares; 2025Q2: 133,500 shares; 2025Q3: 133,500 shares; 2025Q4: 133,500 shares 133,500 $1.65M 0.12% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,196 shares; 2024Q4: 8,085 shares; 2025Q1: 9,138 shares; 2025Q2: 9,931 shares; 2025Q3: 10,560 shares; 2025Q4: 10,207 shares 10,207 $1.64M 0.12% -353 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,083 shares; 2024Q4: 62,524 shares; 2025Q1: 66,849 shares; 2025Q2: 75,800 shares; 2025Q3: 90,372 shares; 2025Q4: 42,057 shares 42,057 $1.61M 0.12% -48,315 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,742 shares; 2024Q4: 20,083 shares; 2025Q1: 22,997 shares; 2025Q2: 22,817 shares; 2025Q3: 23,070 shares; 2025Q4: 41,798 shares 41,798 $1.6M 0.11% +18,728 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,342 shares; 2025Q4: 31,400 shares 31,400 $1.6M 0.11% +2,058 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,973 shares; 2024Q4: 18,063 shares; 2025Q1: 18,113 shares; 2025Q2: 17,171 shares; 2025Q3: 17,577 shares; 2025Q4: 18,018 shares 18,018 $1.59M 0.11% +441 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,405 shares; 2024Q4: 42,555 shares; 2025Q1: 42,555 shares; 2025Q2: 42,555 shares; 2025Q3: 42,155 shares; 2025Q4: 39,585 shares 39,585 $1.58M 0.11% -2,570 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,554 shares; 2024Q4: 4,649 shares; 2025Q1: 3,055 shares; 2025Q2: 1,654 shares; 2025Q3: 1,520 shares; 2025Q4: 2,587 shares 2,587 $1.56M 0.11% +1,067 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,247 shares; 2024Q4: 12,436 shares; 2025Q1: 13,649 shares; 2025Q2: 13,223 shares; 2025Q3: 11,328 shares; 2025Q4: 12,453 shares 12,453 $1.56M 0.11% +1,125 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,733 shares; 2024Q4: 14,627 shares; 2025Q1: 9,415 shares; 2025Q2: 10,229 shares; 2025Q3: 12,823 shares; 2025Q4: 19,152 shares 19,152 $1.54M 0.11% +6,329 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 819 shares; 2025Q1: 1,626 shares; 2025Q2: 1,524 shares; 2025Q3: 2,584 shares; 2025Q4: 2,351 shares 2,351 $1.54M 0.11% -233 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,695 shares; 2024Q4: 9,778 shares; 2025Q1: 13,611 shares; 2025Q2: 15,189 shares; 2025Q3: 14,721 shares; 2025Q4: 15,327 shares 15,327 $1.53M 0.11% +606 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,308 shares; 2024Q4: 17,125 shares; 2025Q1: 15,371 shares; 2025Q2: 15,318 shares; 2025Q3: 15,325 shares; 2025Q4: 15,558 shares 15,558 $1.49M 0.11% +233 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,882 shares; 2024Q4: 29,946 shares; 2025Q1: 29,295 shares; 2025Q2: 31,430 shares; 2025Q3: 35,033 shares; 2025Q4: 36,071 shares 36,071 $1.47M 0.11% +1,038 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,989 shares; 2024Q4: 51,288 shares; 2025Q1: 197,085 shares; 2025Q2: 219,962 shares; 2025Q3: 128,973 shares; 2025Q4: 112,326 shares 112,326 $1.46M 0.11% -16,647 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,372 shares; 2024Q4: 11,137 shares; 2025Q1: 11,341 shares; 2025Q2: 10,560 shares; 2025Q3: 9,994 shares; 2025Q4: 9,407 shares 9,407 $1.44M 0.1% -587 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,074 shares; 2024Q4: 9,841 shares; 2025Q1: 10,488 shares; 2025Q2: 11,433 shares; 2025Q3: 11,414 shares; 2025Q4: 22,104 shares 22,104 $1.44M 0.1% +10,690 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,818 shares; 2024Q4: 5,921 shares; 2025Q1: 6,015 shares; 2025Q2: 5,905 shares; 2025Q3: 5,904 shares; 2025Q4: 5,919 shares 5,919 $1.43M 0.1% +15 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,989 shares; 2024Q4: 21,512 shares; 2025Q1: 20,170 shares; 2025Q2: 19,793 shares; 2025Q3: 19,956 shares; 2025Q4: 20,081 shares 20,081 $1.4M 0.1% +125 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,854 shares; 2024Q4: 3,928 shares; 2025Q1: 2,167 shares; 2025Q2: 2,511 shares; 2025Q3: 2,867 shares; 2025Q4: 2,884 shares 2,884 $1.39M 0.1% +17 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 2,744 shares; 2025Q1: 2,709 shares; 2025Q2: 3,067 shares; 2025Q3: 2,215 shares; 2025Q4: 2,383 shares 2,383 $1.38M 0.1% +168 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,246 shares; 2024Q4: 7,641 shares; 2025Q1: 7,152 shares; 2025Q2: 8,118 shares; 2025Q3: 8,685 shares; 2025Q4: 8,008 shares 8,008 $1.37M 0.1% -677 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,158 shares; 2025Q1: 60,253 shares; 2025Q2: 52,107 shares; 2025Q3: 84,705 shares; 2025Q4: 28,131 shares 28,131 $1.37M 0.1% -56,574 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,057 shares; 2024Q4: 2,154 shares; 2025Q1: 1,503 shares; 2025Q2: 1,461 shares; 2025Q3: 1,953 shares; 2025Q4: 2,041 shares 2,041 $1.35M 0.1% +88 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,100 shares; 2024Q4: 42,280 shares; 2025Q1: 43,047 shares; 2025Q2: 46,410 shares; 2025Q3: 50,677 shares; 2025Q4: 75,712 shares 75,712 $1.34M 0.1% +25,035 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,419 shares; 2024Q4: 11,725 shares; 2025Q1: 14,631 shares; 2025Q2: 13,816 shares; 2025Q3: 15,653 shares; 2025Q4: 14,001 shares 14,001 $1.33M 0.1% -1,652 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 28,006 shares; 2025Q1: 27,858 shares; 2025Q2: 27,882 shares; 2025Q3: 27,880 shares; 2025Q4: 27,895 shares 27,895 $1.33M 0.1% +15 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,752 shares; 2024Q4: 19,970 shares; 2025Q1: 18,755 shares; 2025Q2: 18,270 shares; 2025Q3: 24,900 shares; 2025Q4: 20,105 shares 20,105 $1.33M 0.1% -4,795 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 1,053 shares; 2025Q1: 1,437 shares; 2025Q2: 1,831 shares; 2025Q3: 1,817 shares; 2025Q4: 2,226 shares 2,226 $1.29M 0.09% +409 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,178 shares; 2024Q4: 10,582 shares; 2025Q1: 7,380 shares; 2025Q2: 7,418 shares; 2025Q3: 8,108 shares; 2025Q4: 29,286 shares 29,286 $1.29M 0.09% +21,178 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,533 shares; 2024Q4: 3,707 shares; 2025Q1: 3,626 shares; 2025Q2: 4,210 shares; 2025Q3: 4,123 shares; 2025Q4: 4,123 shares 4,123 $1.29M 0.09% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,495 shares; 2024Q4: 10,949 shares; 2025Q1: 10,332 shares; 2025Q2: 10,882 shares; 2025Q3: 10,579 shares; 2025Q4: 10,962 shares 10,962 $1.28M 0.09% +383 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,013 shares; 2024Q4: 11,484 shares; 2025Q1: 10,799 shares; 2025Q2: 9,790 shares; 2025Q3: 11,699 shares; 2025Q4: 10,647 shares 10,647 $1.28M 0.09% -1,052 Timeline GGAL GRUPO FINANCIERO GALICIA S.A More: the full row for GRUPO FINANCIERO GALICIA S.A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,552 shares; 2024Q4: 12,449 shares; 2025Q1: 19,096 shares; 2025Q2: 40,648 shares; 2025Q3: 48,521 shares; 2025Q4: 23,702 shares 23,702 $1.28M 0.09% -24,819 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,915 shares; 2024Q4: 6,788 shares; 2025Q1: 6,531 shares; 2025Q2: 8,113 shares; 2025Q3: 11,115 shares; 2025Q4: 18,820 shares 18,820 $1.27M 0.09% +7,705 Timeline ECH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,416 shares; 2024Q4: 29,416 shares; 2025Q1: 29,541 shares; 2025Q2: 29,915 shares; 2025Q3: 30,415 shares; 2025Q4: 30,331 shares 30,331 $1.23M 0.09% -84 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,861 shares; 2024Q4: 58,769 shares; 2025Q1: 57,553 shares; 2025Q2: 62,494 shares; 2025Q3: 61,127 shares; 2025Q4: 48,281 shares 48,281 $1.2M 0.09% -12,846 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,166 shares; 2024Q4: 2,808 shares; 2025Q1: 3,215 shares; 2025Q2: 2,494 shares; 2025Q3: 4,229 shares; 2025Q4: 3,783 shares 3,783 $1.17M 0.08% -446 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,530 shares; 2024Q4: 5,089 shares; 2025Q1: 5,542 shares; 2025Q2: 5,663 shares; 2025Q3: 5,431 shares; 2025Q4: 5,117 shares 5,117 $1.16M 0.08% -314 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,732 shares; 2024Q4: 4,050 shares; 2025Q1: 2,997 shares; 2025Q2: 3,778 shares; 2025Q3: 3,782 shares; 2025Q4: 3,268 shares 3,268 $1.14M 0.08% -514 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,683 shares; 2024Q4: 7,749 shares; 2025Q1: 11,744 shares; 2025Q2: 13,640 shares; 2025Q3: 13,639 shares; 2025Q4: 13,017 shares 13,017 $1.14M 0.08% -622 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 652 shares; 2025Q1: 692 shares; 2025Q2: 9,154 shares; 2025Q3: 9,070 shares; 2025Q4: 12,384 shares 12,384 $1.13M 0.08% +3,314 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,982 shares; 2025Q3: 16,261 shares; 2025Q4: 9,885 shares 9,885 $1.12M 0.08% -6,376 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 670 shares; 2025Q1: 733 shares; 2025Q2: 840 shares; 2025Q3: 928 shares; 2025Q4: 1,042 shares 1,042 $1.12M 0.08% +114 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,409 shares; 2025Q2: 29,409 shares; 2025Q3: 29,409 shares; 2025Q4: 38,198 shares 38,198 $1.11M 0.08% +8,789 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,899 shares; 2024Q4: 4,727 shares; 2025Q1: 6,823 shares; 2025Q2: 6,871 shares; 2025Q3: 6,836 shares; 2025Q4: 7,093 shares 7,093 $1.1M 0.08% +257 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,716 shares; 2024Q4: 22,578 shares; 2025Q1: 35,474 shares; 2025Q2: 34,230 shares; 2025Q3: 33,247 shares; 2025Q4: 33,205 shares 33,205 $1.1M 0.08% -42 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,300 shares; 2024Q4: 7,187 shares; 2025Q1: 7,204 shares; 2025Q2: 7,785 shares; 2025Q3: 10,844 shares; 2025Q4: 11,391 shares 11,391 $1.09M 0.08% +547 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,161 shares; 2024Q4: 2,621 shares; 2025Q1: 2,235 shares; 2025Q2: 2,828 shares; 2025Q3: 2,657 shares; 2025Q4: 3,426 shares 3,426 $1.09M 0.08% +769 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,718 shares; 2024Q4: 23,822 shares; 2025Q1: 18,208 shares; 2025Q2: 25,928 shares; 2025Q3: 46,693 shares; 2025Q4: 29,189 shares 29,189 $1.08M 0.08% -17,504 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,575 shares 21,575 $1.07M 0.08% new Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,408 shares; 2024Q4: 47,862 shares; 2025Q1: 54,856 shares; 2025Q2: 58,813 shares; 2025Q3: 78,233 shares; 2025Q4: 100,813 shares 100,813 $1.07M 0.08% +22,580 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,199 shares; 2025Q1: 27,997 shares; 2025Q2: 21,562 shares; 2025Q3: 25,005 shares; 2025Q4: 24,701 shares 24,701 $1.06M 0.08% -304 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,242 shares; 2024Q4: 11,974 shares; 2025Q1: 26,035 shares; 2025Q2: 54,377 shares; 2025Q3: 75,788 shares; 2025Q4: 33,125 shares 33,125 $1.05M 0.08% -42,663 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,568 shares; 2024Q4: 1,554 shares; 2025Q1: 1,519 shares; 2025Q2: 1,567 shares; 2025Q3: 1,705 shares; 2025Q4: 1,829 shares 1,829 $1.04M 0.07% +124 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,585 shares; 2024Q4: 6,365 shares; 2025Q1: 5,736 shares; 2025Q2: 6,118 shares; 2025Q3: 7,317 shares; 2025Q4: 7,097 shares 7,097 $1.02M 0.07% -220 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,146 shares; 2025Q1: 7,912 shares; 2025Q2: 7,869 shares; 2025Q3: 8,037 shares; 2025Q4: 7,781 shares 7,781 $1.02M 0.07% -256 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,603 shares; 2025Q1: 7,007 shares; 2025Q2: 6,145 shares; 2025Q3: 6,099 shares; 2025Q4: 6,267 shares 6,267 $1.02M 0.07% +168 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,022 shares; 2025Q1: 9,446 shares; 2025Q2: 6,119 shares; 2025Q3: 6,867 shares; 2025Q4: 7,678 shares 7,678 $1.01M 0.07% +811 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,743 shares; 2024Q4: 3,468 shares; 2025Q1: 2,762 shares; 2025Q2: 2,922 shares; 2025Q3: 3,017 shares; 2025Q4: 3,047 shares 3,047 $997K 0.07% +30 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,649 shares; 2024Q4: 9,649 shares; 2025Q1: 9,649 shares; 2025Q2: 9,649 shares; 2025Q3: 9,649 shares; 2025Q4: 13,084 shares 13,084 $992K 0.07% +3,435 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 2,026 shares; 2025Q1: 2,205 shares; 2025Q2: 2,299 shares; 2025Q3: 2,342 shares; 2025Q4: 2,125 shares 2,125 $989K 0.07% -217 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,121 shares; 2024Q4: 3,321 shares; 2025Q1: 1,481 shares; 2025Q2: 3,210 shares; 2025Q3: 3,766 shares; 2025Q4: 3,534 shares 3,534 $986K 0.07% -232 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,977 shares 21,977 $978K 0.07% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,129 shares; 2025Q2: 1,914 shares; 2025Q3: 2,657 shares; 2025Q4: 3,843 shares 3,843 $972K 0.07% +1,186 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,064 shares; 2024Q4: 6,609 shares; 2025Q1: 3,563 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,963 shares 17,963 $969K 0.07% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,917 shares; 2024Q4: 3,566 shares; 2025Q1: 3,951 shares; 2025Q2: 4,003 shares; 2025Q3: 4,028 shares; 2025Q4: 4,407 shares 4,407 $967K 0.07% +379 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 8,293 shares; 2025Q1: 12,210 shares; 2025Q2: 12,927 shares; 2025Q3: 14,589 shares; 2025Q4: 11,412 shares 11,412 $961K 0.07% -3,177 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,277 shares; 2024Q4: 3,690 shares; 2025Q1: 3,364 shares; 2025Q2: 4,244 shares; 2025Q3: 3,859 shares; 2025Q4: 3,190 shares 3,190 $961K 0.07% -669 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,591 shares; 2024Q4: 3,504 shares; 2025Q1: 4,868 shares; 2025Q2: 3,203 shares; 2025Q3: 2,861 shares; 2025Q4: 4,358 shares 4,358 $958K 0.07% +1,497 Timeline QTOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,740 shares; 2025Q1: 29,740 shares; 2025Q2: 29,937 shares; 2025Q3: 29,937 shares; 2025Q4: 29,937 shares 29,937 $957K 0.07% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,757 shares; 2025Q2: 11,795 shares; 2025Q3: 32,109 shares; 2025Q4: 38,991 shares 38,991 $950K 0.07% +6,882 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 4,374 shares; 2025Q1: 5,298 shares; 2025Q2: 6,121 shares; 2025Q3: 5,915 shares; 2025Q4: 5,887 shares 5,887 $943K 0.07% -28 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,869 shares; 2024Q4: 7,681 shares; 2025Q1: 8,734 shares; 2025Q2: 14,356 shares; 2025Q3: 14,648 shares; 2025Q4: 13,099 shares 13,099 $936K 0.07% -1,549 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,778 shares; 2024Q4: 2,639 shares; 2025Q1: 2,545 shares; 2025Q2: 4,090 shares; 2025Q3: 4,282 shares; 2025Q4: 3,846 shares 3,846 $932K 0.07% -436 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,692 shares; 2024Q4: 10,708 shares; 2025Q1: 9,765 shares; 2025Q2: 9,741 shares; 2025Q3: 10,803 shares; 2025Q4: 9,524 shares 9,524 $931K 0.07% -1,279 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,239 shares; 2024Q4: 9,218 shares; 2025Q1: 10,048 shares; 2025Q2: 11,364 shares; 2025Q3: 11,185 shares; 2025Q4: 9,526 shares 9,526 $917K 0.07% -1,659 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,425 shares; 2024Q4: 15,049 shares; 2025Q1: 13,285 shares; 2025Q2: 16,645 shares; 2025Q3: 21,914 shares; 2025Q4: 16,947 shares 16,947 $911K 0.07% -4,967 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,877 shares 19,877 $906K 0.07% new Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,393 shares; 2025Q1: 31,893 shares; 2025Q2: 29,893 shares; 2025Q3: 29,893 shares; 2025Q4: 40,304 shares 40,304 $905K 0.06% +10,411 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: not reported; 2025Q1: 902 shares; 2025Q2: 1,220 shares; 2025Q3: 1,409 shares; 2025Q4: 2,573 shares 2,573 $904K 0.06% +1,164 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 2,929 shares; 2025Q1: 3,208 shares; 2025Q2: 3,207 shares; 2025Q3: 3,209 shares; 2025Q4: 3,635 shares 3,635 $898K 0.06% +426 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,631 shares; 2024Q4: 3,492 shares; 2025Q1: 3,916 shares; 2025Q2: 3,072 shares; 2025Q3: 2,898 shares; 2025Q4: 3,863 shares 3,863 $894K 0.06% +965 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,369 shares; 2024Q4: 16,836 shares; 2025Q1: 17,632 shares; 2025Q2: 17,219 shares; 2025Q3: 17,909 shares; 2025Q4: 18,074 shares 18,074 $889K 0.06% +165 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 1,922 shares; 2025Q1: 4,524 shares; 2025Q2: 4,738 shares; 2025Q3: 7,050 shares; 2025Q4: 6,905 shares 6,905 $882K 0.06% -145 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,350 shares; 2024Q4: 18,416 shares; 2025Q1: 22,016 shares; 2025Q2: 26,716 shares; 2025Q3: 27,041 shares; 2025Q4: 33,413 shares 33,413 $877K 0.06% +6,372 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,014 shares; 2024Q4: 25,552 shares; 2025Q1: 23,534 shares; 2025Q2: 20,225 shares; 2025Q3: 20,118 shares; 2025Q4: 19,076 shares 19,076 $875K 0.06% -1,042 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,706 shares; 2025Q1: 3,447 shares; 2025Q2: 3,103 shares; 2025Q3: 3,520 shares; 2025Q4: 4,101 shares 4,101 $870K 0.06% +581 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,980 shares; 2025Q3: 4,626 shares; 2025Q4: 5,366 shares 5,366 $866K 0.06% +740 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,003 shares 16,003 $865K 0.06% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,947 shares; 2024Q4: 12,359 shares; 2025Q1: 9,122 shares; 2025Q2: 24,099 shares; 2025Q3: 25,467 shares; 2025Q4: 16,955 shares 16,955 $863K 0.06% -8,512 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,096 shares; 2024Q4: 6,406 shares; 2025Q1: 6,468 shares; 2025Q2: 7,305 shares; 2025Q3: 7,201 shares; 2025Q4: 7,023 shares 7,023 $862K 0.06% -178 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,526 shares; 2025Q3: 88,922 shares; 2025Q4: 85,106 shares 85,106 $861K 0.06% -3,816 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 1,478 shares; 2025Q1: 1,578 shares; 2025Q2: 1,562 shares; 2025Q3: 1,420 shares; 2025Q4: 1,508 shares 1,508 $860K 0.06% +88 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,968 shares; 2024Q4: not reported; 2025Q1: 8,965 shares; 2025Q2: 9,755 shares; 2025Q3: 9,398 shares; 2025Q4: 6,569 shares 6,569 $858K 0.06% -2,829 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,258 shares; 2024Q4: 17,104 shares; 2025Q1: 23,064 shares; 2025Q2: 22,533 shares; 2025Q3: 31,061 shares; 2025Q4: 23,010 shares 23,010 $849K 0.06% -8,051 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,802 shares; 2024Q4: 8,122 shares; 2025Q1: 8,082 shares; 2025Q2: 8,131 shares; 2025Q3: 9,424 shares; 2025Q4: 9,121 shares 9,121 $838K 0.06% -303 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,052 shares; 2024Q4: 4,952 shares; 2025Q1: 4,882 shares; 2025Q2: 4,882 shares; 2025Q3: 5,102 shares; 2025Q4: 6,441 shares 6,441 $838K 0.06% +1,339 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,555 shares; 2024Q4: 5,476 shares; 2025Q1: 5,491 shares; 2025Q2: 12,120 shares; 2025Q3: 16,917 shares; 2025Q4: 9,310 shares 9,310 $833K 0.06% -7,607 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,869 shares; 2024Q4: 16,210 shares; 2025Q1: 12,354 shares; 2025Q2: 12,735 shares; 2025Q3: 12,837 shares; 2025Q4: 10,790 shares 10,790 $830K 0.06% -2,047 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: 4,443 shares; 2025Q1: 4,087 shares; 2025Q2: 3,919 shares; 2025Q3: 4,253 shares; 2025Q4: 3,092 shares 3,092 $830K 0.06% -1,161 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,022 shares; 2024Q4: 9,455 shares; 2025Q1: 8,824 shares; 2025Q2: 9,253 shares; 2025Q3: 9,753 shares; 2025Q4: 8,883 shares 8,883 $827K 0.06% -870 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,721 shares; 2024Q4: 13,487 shares; 2025Q1: 13,485 shares; 2025Q2: 14,066 shares; 2025Q3: 12,454 shares; 2025Q4: 8,758 shares 8,758 $820K 0.06% -3,696 Timeline JMIA JUMIA TECHNOLOGIES AG More: the full row for JUMIA TECHNOLOGIES AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,950 shares; 2025Q1: 77,150 shares; 2025Q2: 70,450 shares; 2025Q3: 66,450 shares; 2025Q4: 65,500 shares 65,500 $818K 0.06% -950 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,828 shares; 2024Q4: 10,460 shares; 2025Q1: 10,550 shares; 2025Q2: 12,994 shares; 2025Q3: 11,808 shares; 2025Q4: 12,082 shares 12,082 $811K 0.06% +274 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,032 shares; 2024Q4: 8,039 shares; 2025Q1: 5,978 shares; 2025Q2: 5,978 shares; 2025Q3: 5,909 shares; 2025Q4: 5,873 shares 5,873 $803K 0.06% -36 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,627 shares; 2024Q4: 7,665 shares; 2025Q1: 6,625 shares; 2025Q2: 7,470 shares; 2025Q3: 6,689 shares; 2025Q4: 5,873 shares 5,873 $797K 0.06% -816 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,711 shares; 2024Q4: 6,501 shares; 2025Q1: 8,096 shares; 2025Q2: 11,163 shares; 2025Q3: 15,442 shares; 2025Q4: 11,633 shares 11,633 $795K 0.06% -3,809 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,593 shares; 2024Q4: 2,494 shares; 2025Q1: 4,910 shares; 2025Q2: 4,751 shares; 2025Q3: 5,058 shares; 2025Q4: 4,294 shares 4,294 $795K 0.06% -764 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,898 shares; 2025Q1: 6,213 shares; 2025Q2: 4,383 shares; 2025Q3: 4,154 shares; 2025Q4: 4,641 shares 4,641 $794K 0.06% +487 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,181 shares; 2024Q4: 3,999 shares; 2025Q1: 3,217 shares; 2025Q2: 3,491 shares; 2025Q3: 3,860 shares; 2025Q4: 4,519 shares 4,519 $784K 0.06% +659 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,912 shares; 2024Q4: 25,974 shares; 2025Q1: 28,477 shares; 2025Q2: 25,996 shares; 2025Q3: 26,929 shares; 2025Q4: 26,203 shares 26,203 $783K 0.06% -726 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,052 shares; 2024Q4: 3,637 shares; 2025Q1: 3,265 shares; 2025Q2: 3,376 shares; 2025Q3: 3,151 shares; 2025Q4: 3,000 shares 3,000 $771K 0.06% -151 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,582 shares; 2024Q4: 10,944 shares; 2025Q1: 3,709 shares; 2025Q2: 5,385 shares; 2025Q3: 5,405 shares; 2025Q4: 9,619 shares 9,619 $770K 0.06% +4,214 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 3,957 shares; 2025Q1: 4,068 shares; 2025Q2: 3,689 shares; 2025Q3: 3,618 shares; 2025Q4: 5,331 shares 5,331 $769K 0.06% +1,713 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 18,500 shares; 2025Q4: 36,525 shares 36,525 $767K 0.06% +18,025 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,450 shares; 2024Q4: 12,875 shares; 2025Q1: 13,039 shares; 2025Q2: 13,039 shares; 2025Q3: 14,781 shares; 2025Q4: 23,333 shares 23,333 $759K 0.05% +8,552 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,803 shares; 2025Q1: 6,539 shares; 2025Q2: 6,370 shares; 2025Q3: 6,374 shares; 2025Q4: 7,108 shares 7,108 $758K 0.05% +734 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,547 shares; 2024Q4: 5,768 shares; 2025Q1: 7,571 shares; 2025Q2: 6,813 shares; 2025Q3: 6,761 shares; 2025Q4: 6,304 shares 6,304 $755K 0.05% -457 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,340 shares; 2024Q4: 3,165 shares; 2025Q1: 2,417 shares; 2025Q2: 2,639 shares; 2025Q3: 3,052 shares; 2025Q4: 3,039 shares 3,039 $738K 0.05% -13 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,978 shares; 2025Q2: 14,337 shares; 2025Q3: 14,784 shares; 2025Q4: 14,404 shares 14,404 $730K 0.05% -380 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,314 shares; 2024Q4: 10,843 shares; 2025Q1: 10,970 shares; 2025Q2: 12,046 shares; 2025Q3: 11,723 shares; 2025Q4: 12,655 shares 12,655 $730K 0.05% +932 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,603 shares; 2024Q4: 7,543 shares; 2025Q1: 8,509 shares; 2025Q2: 7,168 shares; 2025Q3: 7,570 shares; 2025Q4: 7,325 shares 7,325 $727K 0.05% -245 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,555 shares; 2024Q4: 4,622 shares; 2025Q1: 4,478 shares; 2025Q2: 4,380 shares; 2025Q3: 5,070 shares; 2025Q4: 5,233 shares 5,233 $721K 0.05% +163 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,337 shares; 2024Q4: 31,336 shares; 2025Q1: 31,336 shares; 2025Q2: 31,336 shares; 2025Q3: 31,336 shares; 2025Q4: 31,336 shares 31,336 $719K 0.05% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,259 shares; 2024Q4: 5,023 shares; 2025Q1: 5,639 shares; 2025Q2: 5,142 shares; 2025Q3: 3,329 shares; 2025Q4: 5,701 shares 5,701 $717K 0.05% +2,372 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,975 shares; 2025Q1: 2,093 shares; 2025Q2: 3,747 shares; 2025Q3: 4,200 shares; 2025Q4: 5,983 shares 5,983 $714K 0.05% +1,783 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,703 shares; 2024Q4: 21,682 shares; 2025Q1: 21,403 shares; 2025Q2: 21,848 shares; 2025Q3: 20,763 shares; 2025Q4: 20,513 shares 20,513 $712K 0.05% -250 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,822 shares; 2024Q4: 2,698 shares; 2025Q1: 2,644 shares; 2025Q2: 2,536 shares; 2025Q3: 2,420 shares; 2025Q4: 2,445 shares 2,445 $709K 0.05% +25 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,553 shares; 2024Q4: 8,195 shares; 2025Q1: 6,017 shares; 2025Q2: 6,214 shares; 2025Q3: 6,265 shares; 2025Q4: 6,033 shares 6,033 $709K 0.05% -232 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,442 shares; 2024Q4: 10,565 shares; 2025Q1: 10,407 shares; 2025Q2: 12,592 shares; 2025Q3: 14,197 shares; 2025Q4: 11,009 shares 11,009 $701K 0.05% -3,188 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 5,947 shares; 2025Q1: 5,872 shares; 2025Q2: 5,264 shares; 2025Q3: 3,902 shares; 2025Q4: 3,504 shares 3,504 $700K 0.05% -398 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,143 shares; 2024Q4: 2,791 shares; 2025Q1: 2,986 shares; 2025Q2: 3,556 shares; 2025Q3: 3,501 shares; 2025Q4: 3,069 shares 3,069 $699K 0.05% -432 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 1,909 shares; 2025Q1: 1,834 shares; 2025Q2: 1,894 shares; 2025Q3: 1,932 shares; 2025Q4: 2,072 shares 2,072 $698K 0.05% +140 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,693 shares; 2024Q4: 20,693 shares; 2025Q1: 20,693 shares; 2025Q2: 20,693 shares; 2025Q3: 20,693 shares; 2025Q4: 20,034 shares 20,034 $694K 0.05% -659 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,701 shares; 2025Q3: 29,247 shares; 2025Q4: 29,247 shares 29,247 $691K 0.05% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,536 shares 10,536 $689K 0.05% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,059 shares; 2024Q4: 7,825 shares; 2025Q1: 7,954 shares; 2025Q2: 10,611 shares; 2025Q3: 8,722 shares; 2025Q4: 16,725 shares 16,725 $688K 0.05% +8,003 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,866 shares; 2024Q4: 5,980 shares; 2025Q1: 4,324 shares; 2025Q2: 8,083 shares; 2025Q3: 7,142 shares; 2025Q4: 8,638 shares 8,638 $686K 0.05% +1,496 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: 2,128 shares; 2025Q1: 2,086 shares; 2025Q2: 2,106 shares; 2025Q3: 2,121 shares; 2025Q4: 2,385 shares 2,385 $685K 0.05% +264 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,301 shares 9,301 $685K 0.05% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,464 shares; 2024Q4: 24,946 shares; 2025Q1: 24,946 shares; 2025Q2: 24,946 shares; 2025Q3: 24,946 shares; 2025Q4: 24,946 shares 24,946 $683K 0.05% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,122 shares; 2024Q4: 2,394 shares; 2025Q1: 2,328 shares; 2025Q2: 2,284 shares; 2025Q3: 2,037 shares; 2025Q4: 1,727 shares 1,727 $672K 0.05% -310 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 1,892 shares; 2025Q1: 1,860 shares; 2025Q2: 1,855 shares; 2025Q3: 1,454 shares; 2025Q4: 1,367 shares 1,367 $670K 0.05% -87 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,290 shares; 2024Q4: 16,204 shares; 2025Q1: 16,114 shares; 2025Q2: 15,569 shares; 2025Q3: 14,599 shares; 2025Q4: 14,536 shares 14,536 $670K 0.05% -63 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,106 shares; 2024Q4: 17,878 shares; 2025Q1: 15,407 shares; 2025Q2: 16,342 shares; 2025Q3: 16,260 shares; 2025Q4: 15,960 shares 15,960 $653K 0.05% -300 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 709 shares; 2025Q1: 782 shares; 2025Q2: 833 shares; 2025Q3: 619 shares; 2025Q4: 797 shares 797 $653K 0.05% +178 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,053 shares; 2024Q4: 25,209 shares; 2025Q1: 10,962 shares; 2025Q2: 9,401 shares; 2025Q3: 15,590 shares; 2025Q4: 8,817 shares 8,817 $653K 0.05% -6,773 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,275 shares 6,275 $653K 0.05% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 3,996 shares; 2025Q1: 4,266 shares; 2025Q2: 4,778 shares; 2025Q3: 4,534 shares; 2025Q4: 4,483 shares 4,483 $649K 0.05% -51 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,224 shares; 2025Q1: 6,454 shares; 2025Q2: 6,876 shares; 2025Q3: 6,846 shares; 2025Q4: 6,322 shares 6,322 $647K 0.05% -524 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 2,315 shares; 2025Q1: 1,612 shares; 2025Q2: 3,632 shares; 2025Q3: 3,755 shares; 2025Q4: 2,849 shares 2,849 $645K 0.05% -906 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,133 shares 8,133 $641K 0.05% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,240 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,199 shares; 2025Q4: 4,734 shares 4,734 $640K 0.05% +2,535 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,675 shares; 2024Q4: 12,573 shares; 2025Q1: 12,946 shares; 2025Q2: 11,723 shares; 2025Q3: 11,658 shares; 2025Q4: 11,483 shares 11,483 $638K 0.05% -175 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,714 shares; 2025Q3: 10,481 shares; 2025Q4: 9,424 shares 9,424 $637K 0.05% -1,057 Timeline SPD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,903 shares; 2024Q4: 16,273 shares; 2025Q1: 16,273 shares; 2025Q2: 16,273 shares; 2025Q3: 16,220 shares; 2025Q4: 16,220 shares 16,220 $637K 0.05% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,490 shares; 2024Q4: 12,434 shares; 2025Q1: 16,366 shares; 2025Q2: 19,058 shares; 2025Q3: 19,969 shares; 2025Q4: 22,615 shares 22,615 $636K 0.05% +2,646 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,867 shares; 2024Q4: 15,570 shares; 2025Q1: 11,297 shares; 2025Q2: 13,724 shares; 2025Q3: 13,754 shares; 2025Q4: 13,736 shares 13,736 $636K 0.05% -18 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,913 shares; 2025Q1: 9,913 shares; 2025Q2: 9,913 shares; 2025Q3: 9,913 shares; 2025Q4: 11,575 shares 11,575 $635K 0.05% +1,662 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,265 shares; 2024Q4: 7,328 shares; 2025Q1: 6,847 shares; 2025Q2: 6,294 shares; 2025Q3: 6,943 shares; 2025Q4: 6,586 shares 6,586 $634K 0.05% -357 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 222 shares; 2025Q1: 503 shares; 2025Q2: 814 shares; 2025Q3: 806 shares; 2025Q4: 822 shares 822 $630K 0.05% +16 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,658 shares; 2024Q4: 2,114 shares; 2025Q1: 2,200 shares; 2025Q2: 2,516 shares; 2025Q3: 2,549 shares; 2025Q4: 2,176 shares 2,176 $628K 0.05% -373 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,440 shares 6,440 $624K 0.04% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,069 shares; 2024Q4: 3,069 shares; 2025Q1: 3,833 shares; 2025Q2: 2,674 shares; 2025Q3: 3,198 shares; 2025Q4: 4,829 shares 4,829 $623K 0.04% +1,631 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,140 shares; 2025Q1: 829 shares; 2025Q2: 884 shares; 2025Q3: 791 shares; 2025Q4: 707 shares 707 $621K 0.04% -84 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,823 shares; 2025Q1: not reported; 2025Q2: 3,067 shares; 2025Q3: 2,495 shares; 2025Q4: 2,620 shares 2,620 $613K 0.04% +125 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,415 shares; 2024Q4: 8,723 shares; 2025Q1: 8,839 shares; 2025Q2: 10,706 shares; 2025Q3: 10,557 shares; 2025Q4: 10,438 shares 10,438 $612K 0.04% -119 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,667 shares; 2024Q4: 66,331 shares; 2025Q1: 44,487 shares; 2025Q2: 47,479 shares; 2025Q3: 47,857 shares; 2025Q4: 46,336 shares 46,336 $608K 0.04% -1,521 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,502 shares; 2024Q4: 4,452 shares; 2025Q1: 3,915 shares; 2025Q2: 4,269 shares; 2025Q3: 4,333 shares; 2025Q4: 3,456 shares 3,456 $607K 0.04% -877 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,779 shares; 2024Q4: 12,295 shares; 2025Q1: 12,009 shares; 2025Q2: 11,709 shares; 2025Q3: 11,709 shares; 2025Q4: 11,709 shares 11,709 $606K 0.04% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,640 shares; 2024Q4: 17,020 shares; 2025Q1: 10,868 shares; 2025Q2: 12,458 shares; 2025Q3: 12,437 shares; 2025Q4: 11,919 shares 11,919 $605K 0.04% -518 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,214 shares; 2024Q4: 13,214 shares; 2025Q1: 27,616 shares; 2025Q2: 12,107 shares; 2025Q3: 11,805 shares; 2025Q4: 12,526 shares 12,526 $604K 0.04% +721 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,188 shares; 2024Q4: 8,175 shares; 2025Q1: 10,803 shares; 2025Q2: 11,652 shares; 2025Q3: 11,977 shares; 2025Q4: 11,379 shares 11,379 $602K 0.04% -598 Timeline DEED FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,381 shares; 2024Q4: 33,280 shares; 2025Q1: 33,280 shares; 2025Q2: 32,500 shares; 2025Q3: 31,900 shares; 2025Q4: 27,700 shares 27,700 $598K 0.04% -4,200 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,133 shares 52,133 $586K 0.04% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,260 shares; 2025Q1: 1,087 shares; 2025Q2: 1,325 shares; 2025Q3: 1,292 shares; 2025Q4: 1,285 shares 1,285 $583K 0.04% -7 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,433 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,824 shares; 2025Q3: 12,329 shares; 2025Q4: 13,590 shares 13,590 $581K 0.04% +1,261 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,928 shares; 2024Q4: 15,928 shares; 2025Q1: 15,928 shares; 2025Q2: 15,928 shares; 2025Q3: 16,178 shares; 2025Q4: 16,278 shares 16,278 $580K 0.04% +100 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 23,298 shares; 2025Q1: 16,015 shares; 2025Q2: 25,023 shares; 2025Q3: 24,966 shares; 2025Q4: 22,628 shares 22,628 $579K 0.04% -2,338 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,585 shares; 2025Q4: 6,205 shares 6,205 $578K 0.04% +1,620 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,377 shares; 2024Q4: 6,589 shares; 2025Q1: 6,578 shares; 2025Q2: 6,270 shares; 2025Q3: 6,207 shares; 2025Q4: 6,209 shares 6,209 $574K 0.04% +2 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 456 shares 456 $571K 0.04% 0 NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,954 shares; 2024Q4: 26,574 shares; 2025Q1: 41,463 shares; 2025Q2: 57,281 shares; 2025Q3: 92,766 shares; 2025Q4: 34,053 shares 34,053 $570K 0.04% -58,713 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,005 shares; 2025Q3: 24,985 shares; 2025Q4: 22,499 shares 22,499 $570K 0.04% -2,486 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 2,039 shares; 2025Q1: 2,039 shares; 2025Q2: 2,039 shares; 2025Q3: 2,039 shares; 2025Q4: 2,039 shares 2,039 $569K 0.04% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 1,908 shares; 2025Q1: 1,910 shares; 2025Q2: 1,796 shares; 2025Q3: 1,864 shares; 2025Q4: 1,834 shares 1,834 $569K 0.04% -30 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,342 shares; 2025Q1: 2,282 shares; 2025Q2: 2,509 shares; 2025Q3: 2,574 shares; 2025Q4: 4,762 shares 4,762 $569K 0.04% +2,188 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: 4,257 shares; 2025Q1: 2,817 shares; 2025Q2: 2,676 shares; 2025Q3: 2,704 shares; 2025Q4: 2,470 shares 2,470 $565K 0.04% -234 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,768 shares; 2025Q1: 9,969 shares; 2025Q2: 12,610 shares; 2025Q3: 11,382 shares; 2025Q4: 8,547 shares 8,547 $564K 0.04% -2,835 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,467 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,845 shares; 2025Q3: 5,673 shares; 2025Q4: 6,587 shares 6,587 $562K 0.04% +914 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,196 shares; 2025Q1: 1,278 shares; 2025Q2: 1,391 shares; 2025Q3: 2,837 shares; 2025Q4: 3,018 shares 3,018 $560K 0.04% +181 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,725 shares 13,725 $558K 0.04% new Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,367 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,109 shares 12,109 $554K 0.04% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,630 shares; 2024Q4: 4,395 shares; 2025Q1: 4,347 shares; 2025Q2: 4,291 shares; 2025Q3: 3,967 shares; 2025Q4: 4,467 shares 4,467 $549K 0.04% +500 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,418 shares; 2024Q4: 2,350 shares; 2025Q1: 2,460 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,123 shares 5,123 $549K 0.04% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,648 shares; 2024Q4: 7,525 shares; 2025Q1: 6,318 shares; 2025Q2: 5,627 shares; 2025Q3: 4,238 shares; 2025Q4: 4,298 shares 4,298 $548K 0.04% +60 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,719 shares; 2025Q1: 4,719 shares; 2025Q2: 4,761 shares; 2025Q3: 4,761 shares; 2025Q4: 4,719 shares 4,719 $546K 0.04% -42 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,410 shares; 2025Q3: 4,410 shares; 2025Q4: 4,330 shares 4,330 $545K 0.04% -80 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,967 shares 4,967 $541K 0.04% new Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,262 shares; 2025Q3: 4,515 shares; 2025Q4: 4,712 shares 4,712 $540K 0.04% +197 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,347 shares 5,347 $534K 0.04% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,844 shares; 2024Q4: 1,180 shares; 2025Q1: 1,196 shares; 2025Q2: 1,186 shares; 2025Q3: 1,216 shares; 2025Q4: 1,248 shares 1,248 $532K 0.04% +32 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,908 shares; 2024Q4: 4,207 shares; 2025Q1: 24,477 shares; 2025Q2: 23,670 shares; 2025Q3: 25,241 shares; 2025Q4: 6,427 shares 6,427 $532K 0.04% -18,814 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,484 shares 8,484 $527K 0.04% new Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,070 shares; 2024Q4: 6,767 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,274 shares; 2025Q4: 11,287 shares 11,287 $527K 0.04% +2,013 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,009 shares; 2024Q4: 9,764 shares; 2025Q1: 9,943 shares; 2025Q2: 10,005 shares; 2025Q3: 9,734 shares; 2025Q4: 8,890 shares 8,890 $527K 0.04% -844 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,423 shares; 2024Q4: 1,813 shares; 2025Q1: not reported; 2025Q2: 1,577 shares; 2025Q3: 1,577 shares; 2025Q4: 3,221 shares 3,221 $527K 0.04% +1,644 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,140 shares; 2024Q4: 19,018 shares; 2025Q1: 19,018 shares; 2025Q2: 27,648 shares; 2025Q3: 29,334 shares; 2025Q4: 29,660 shares 29,660 $525K 0.04% +326 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,518 shares; 2025Q3: 6,164 shares; 2025Q4: 5,210 shares 5,210 $523K 0.04% -954 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,774 shares; 2024Q4: 19,982 shares; 2025Q1: 22,874 shares; 2025Q2: 22,374 shares; 2025Q3: 12,910 shares; 2025Q4: 10,189 shares 10,189 $521K 0.04% -2,721 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,707 shares; 2024Q4: 2,171 shares; 2025Q1: 2,310 shares; 2025Q2: 2,360 shares; 2025Q3: 2,419 shares; 2025Q4: 2,488 shares 2,488 $519K 0.04% +69 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,647 shares; 2025Q3: 2,274 shares; 2025Q4: 2,630 shares 2,630 $519K 0.04% +356 Timeline PAM PAMPA ENERGIA SA More: the full row for PAMPA ENERGIA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,470 shares; 2025Q1: 8,855 shares; 2025Q2: 10,186 shares; 2025Q3: 17,401 shares; 2025Q4: 5,781 shares 5,781 $512K 0.04% -11,620 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,122 shares 10,122 $511K 0.04% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,071 shares; 2025Q2: 2,245 shares; 2025Q3: 2,167 shares; 2025Q4: 2,486 shares 2,486 $511K 0.04% +319 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 1,124 shares; 2025Q1: 1,653 shares; 2025Q2: 1,538 shares; 2025Q3: 1,450 shares; 2025Q4: 1,441 shares 1,441 $508K 0.04% -9 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,705 shares; 2025Q4: 6,394 shares 6,394 $507K 0.04% +3,689 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,612 shares; 2025Q3: 30,798 shares; 2025Q4: 18,030 shares 18,030 $506K 0.04% -12,768 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,013 shares; 2025Q4: 1,074 shares 1,074 $504K 0.04% +61 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 2,169 shares; 2025Q1: 2,107 shares; 2025Q2: 1,907 shares; 2025Q3: 1,816 shares; 2025Q4: 1,726 shares 1,726 $499K 0.04% -90 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 1,532 shares; 2025Q1: 1,406 shares; 2025Q2: 1,553 shares; 2025Q3: 1,623 shares; 2025Q4: 1,806 shares 1,806 $497K 0.04% +183 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,191 shares; 2025Q1: 3,507 shares; 2025Q2: 3,491 shares; 2025Q3: 3,326 shares; 2025Q4: 3,615 shares 3,615 $492K 0.04% +289 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 19,500 shares; 2025Q4: 19,500 shares 19,500 $491K 0.04% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,367 shares; 2024Q4: 10,421 shares; 2025Q1: 10,399 shares; 2025Q2: 11,494 shares; 2025Q3: 12,376 shares; 2025Q4: 10,081 shares 10,081 $483K 0.03% -2,295 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,855 shares; 2024Q4: 7,356 shares; 2025Q1: 6,242 shares; 2025Q2: 9,577 shares; 2025Q3: 11,037 shares; 2025Q4: 8,917 shares 8,917 $482K 0.03% -2,120 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,005 shares; 2024Q4: 1,855 shares; 2025Q1: 2,010 shares; 2025Q2: 1,957 shares; 2025Q3: 1,987 shares; 2025Q4: 1,772 shares 1,772 $481K 0.03% -215 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,750 shares; 2025Q3: 10,050 shares; 2025Q4: 10,050 shares 10,050 $480K 0.03% 0 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,768 shares; 2025Q3: 4,466 shares; 2025Q4: 9,475 shares 9,475 $478K 0.03% +5,009 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,352 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 915 shares; 2025Q4: 1,735 shares 1,735 $478K 0.03% +820 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 631 shares; 2025Q1: 1,042 shares; 2025Q2: 1,031 shares; 2025Q3: 1,025 shares; 2025Q4: 911 shares 911 $476K 0.03% -114 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,504 shares; 2024Q4: 2,477 shares; 2025Q1: 2,097 shares; 2025Q2: 2,942 shares; 2025Q3: 3,431 shares; 2025Q4: 3,719 shares 3,719 $474K 0.03% +288 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,800 shares; 2024Q4: 23,800 shares; 2025Q1: 23,800 shares; 2025Q2: 23,800 shares; 2025Q3: 23,800 shares; 2025Q4: 23,800 shares 23,800 $473K 0.03% 0 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,100 shares 11,100 $472K 0.03% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 2,060 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,064 shares; 2025Q4: 4,203 shares 4,203 $470K 0.03% +1,139 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,200 shares 7,200 $463K 0.03% new Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,396 shares; 2025Q4: 2,641 shares 2,641 $460K 0.03% +245 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 887 shares; 2025Q1: 796 shares; 2025Q2: 740 shares; 2025Q3: 674 shares; 2025Q4: 507 shares 507 $460K 0.03% -167 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 2,127 shares; 2025Q1: 3,932 shares; 2025Q2: 4,653 shares; 2025Q3: 3,925 shares; 2025Q4: 3,003 shares 3,003 $456K 0.03% -922 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,382 shares; 2024Q4: 23,332 shares; 2025Q1: 33,166 shares; 2025Q2: 33,166 shares; 2025Q3: 37,166 shares; 2025Q4: 35,166 shares 35,166 $453K 0.03% -2,000 Timeline QALT SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,709 shares; 2025Q4: 18,163 shares 18,163 $453K 0.03% +454 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,565 shares; 2025Q1: 3,367 shares; 2025Q2: 2,742 shares; 2025Q3: 2,828 shares; 2025Q4: 3,143 shares 3,143 $453K 0.03% +315 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,880 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,267 shares; 2025Q3: 9,355 shares; 2025Q4: 7,962 shares 7,962 $451K 0.03% -1,393 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,919 shares; 2025Q2: 5,948 shares; 2025Q3: 5,824 shares; 2025Q4: 5,818 shares 5,818 $450K 0.03% -6 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,488 shares; 2025Q4: 2,469 shares 2,469 $447K 0.03% +981 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,679 shares; 2025Q3: 9,078 shares; 2025Q4: 13,077 shares 13,077 $445K 0.03% +3,999 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,325 shares; 2025Q4: 8,619 shares 8,619 $444K 0.03% +2,294 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,213 shares; 2025Q1: 2,153 shares; 2025Q2: 2,153 shares; 2025Q3: 2,115 shares; 2025Q4: 1,550 shares 1,550 $441K 0.03% -565 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,471 shares; 2025Q3: 4,807 shares; 2025Q4: 3,506 shares 3,506 $441K 0.03% -1,301 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,773 shares; 2025Q3: 10,042 shares; 2025Q4: 10,062 shares 10,062 $438K 0.03% +20 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,767 shares; 2024Q4: 5,963 shares; 2025Q1: 5,609 shares; 2025Q2: 4,832 shares; 2025Q3: 4,279 shares; 2025Q4: 4,369 shares 4,369 $436K 0.03% +90 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,330 shares; 2024Q4: 7,306 shares; 2025Q1: 7,306 shares; 2025Q2: 7,199 shares; 2025Q3: 11,028 shares; 2025Q4: 11,536 shares 11,536 $431K 0.03% +508 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,974 shares; 2024Q4: 9,474 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,074 shares 5,074 $431K 0.03% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,353 shares; 2025Q4: 8,503 shares 8,503 $430K 0.03% +150 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,754 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,921 shares; 2025Q4: 9,411 shares 9,411 $428K 0.03% -5,510 Timeline BMA BANCO MACRO S A More: the full row for BANCO MACRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,545 shares; 2025Q1: 4,174 shares; 2025Q2: 9,603 shares; 2025Q3: 10,473 shares; 2025Q4: 4,741 shares 4,741 $427K 0.03% -5,732 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,479 shares 2,479 $427K 0.03% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,166 shares; 2024Q4: 2,214 shares; 2025Q1: 1,561 shares; 2025Q2: 1,688 shares; 2025Q3: 2,314 shares; 2025Q4: 2,074 shares 2,074 $425K 0.03% -240 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,798 shares; 2024Q4: 12,134 shares; 2025Q1: 12,134 shares; 2025Q2: 11,477 shares; 2025Q3: 11,302 shares; 2025Q4: 6,108 shares 6,108 $422K 0.03% -5,194 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,563 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,460 shares; 2025Q4: 3,708 shares 3,708 $420K 0.03% +248 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 763 shares; 2025Q1: 861 shares; 2025Q2: 872 shares; 2025Q3: 1,206 shares; 2025Q4: 1,198 shares 1,198 $420K 0.03% -8 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 404 shares; 2025Q3: 487 shares; 2025Q4: 513 shares 513 $415K 0.03% +26 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,434 shares; 2024Q4: 7,252 shares; 2025Q1: 8,197 shares; 2025Q2: 7,174 shares; 2025Q3: 6,988 shares; 2025Q4: 6,896 shares 6,896 $415K 0.03% -92 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 836 shares; 2025Q3: 1,032 shares; 2025Q4: 1,172 shares 1,172 $414K 0.03% +140 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,116 shares; 2024Q4: 15,455 shares; 2025Q1: 20,906 shares; 2025Q2: 22,326 shares; 2025Q3: 22,625 shares; 2025Q4: 25,748 shares 25,748 $414K 0.03% +3,123 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 2,130 shares; 2025Q1: 2,304 shares; 2025Q2: 2,471 shares; 2025Q3: 2,414 shares; 2025Q4: 2,101 shares 2,101 $410K 0.03% -313 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,189 shares; 2024Q4: 3,152 shares; 2025Q1: 3,760 shares; 2025Q2: 2,482 shares; 2025Q3: 2,907 shares; 2025Q4: 2,104 shares 2,104 $408K 0.03% -803 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,100 shares 11,100 $406K 0.03% new Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,414 shares; 2024Q4: 9,477 shares; 2025Q1: 6,371 shares; 2025Q2: 6,412 shares; 2025Q3: 6,458 shares; 2025Q4: 6,502 shares 6,502 $405K 0.03% +44 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 620 shares; 2025Q1: 642 shares; 2025Q2: 641 shares; 2025Q3: not reported; 2025Q4: 788 shares 788 $402K 0.03% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 1,408 shares; 2025Q1: 1,410 shares; 2025Q2: 913 shares; 2025Q3: 914 shares; 2025Q4: 1,287 shares 1,287 $402K 0.03% +373 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 7,454 shares; 2025Q1: 7,325 shares; 2025Q2: 7,719 shares; 2025Q3: 6,257 shares; 2025Q4: 4,901 shares 4,901 $402K 0.03% -1,356 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,584 shares 1,584 $402K 0.03% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 3,143 shares; 2025Q1: 3,557 shares; 2025Q2: 5,352 shares; 2025Q3: 7,861 shares; 2025Q4: 4,165 shares 4,165 $401K 0.03% -3,696 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,374 shares; 2025Q2: 7,374 shares; 2025Q3: 7,374 shares; 2025Q4: 2,374 shares 2,374 $400K 0.03% -5,000 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,810 shares 2,810 $397K 0.03% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 552 shares; 2025Q3: 547 shares; 2025Q4: 586 shares 586 $396K 0.03% +39 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,819 shares; 2025Q3: 5,029 shares; 2025Q4: 5,509 shares 5,509 $395K 0.03% +480 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 4,189 shares; 2025Q1: 7,345 shares; 2025Q2: 7,414 shares; 2025Q3: 7,045 shares; 2025Q4: 7,012 shares 7,012 $395K 0.03% -33 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,401 shares 9,401 $395K 0.03% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,711 shares; 2025Q2: 11,347 shares; 2025Q3: 11,474 shares; 2025Q4: 12,092 shares 12,092 $394K 0.03% +618 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,459 shares; 2024Q4: 7,671 shares; 2025Q1: 7,632 shares; 2025Q2: 5,622 shares; 2025Q3: 7,689 shares; 2025Q4: 5,657 shares 5,657 $393K 0.03% -2,032 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,475 shares; 2025Q2: 9,294 shares; 2025Q3: 8,261 shares; 2025Q4: 8,261 shares 8,261 $392K 0.03% 0 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,794 shares; 2024Q4: 8,794 shares; 2025Q1: 8,794 shares; 2025Q2: 8,794 shares; 2025Q3: 8,794 shares; 2025Q4: 8,794 shares 8,794 $391K 0.03% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,428 shares; 2025Q4: 4,476 shares 4,476 $389K 0.03% -1,952 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 769 shares; 2025Q1: 774 shares; 2025Q2: 728 shares; 2025Q3: 687 shares; 2025Q4: 758 shares 758 $387K 0.03% +71 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,083 shares; 2024Q4: 26,918 shares; 2025Q1: 27,003 shares; 2025Q2: 27,003 shares; 2025Q3: 26,888 shares; 2025Q4: 15,123 shares 15,123 $386K 0.03% -11,765 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,821 shares 9,821 $386K 0.03% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,399 shares; 2024Q4: 1,567 shares; 2025Q1: 1,911 shares; 2025Q2: 1,815 shares; 2025Q3: 1,700 shares; 2025Q4: 1,881 shares 1,881 $382K 0.03% +181 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,714 shares 1,714 $381K 0.03% new Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,752 shares; 2024Q4: 30,252 shares; 2025Q1: 28,865 shares; 2025Q2: 21,986 shares; 2025Q3: 18,096 shares; 2025Q4: 15,097 shares 15,097 $377K 0.03% -2,999 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: 1,670 shares; 2025Q1: 814 shares; 2025Q2: 782 shares; 2025Q3: 611 shares; 2025Q4: 891 shares 891 $376K 0.03% +280 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,392 shares; 2025Q1: 6,335 shares; 2025Q2: 6,954 shares; 2025Q3: 5,195 shares; 2025Q4: 4,916 shares 4,916 $375K 0.03% -279 Timeline YMAG TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,814 shares; 2025Q3: 22,630 shares; 2025Q4: 26,330 shares 26,330 $375K 0.03% +3,700 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,584 shares; 2025Q1: 1,550 shares; 2025Q2: 1,923 shares; 2025Q3: 1,296 shares; 2025Q4: 1,318 shares 1,318 $373K 0.03% +22 Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,383 shares; 2025Q1: 14,383 shares; 2025Q2: 14,383 shares; 2025Q3: 15,713 shares; 2025Q4: 15,713 shares 15,713 $373K 0.03% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: 2,754 shares; 2025Q1: not reported; 2025Q2: 1,298 shares; 2025Q3: 1,164 shares; 2025Q4: 1,260 shares 1,260 $370K 0.03% +96 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,124 shares; 2024Q4: 5,342 shares; 2025Q1: 5,861 shares; 2025Q2: 5,380 shares; 2025Q3: 6,010 shares; 2025Q4: 4,540 shares 4,540 $369K 0.03% -1,470 Timeline BTQ BTQ TECHNOLOGIES CORP More: the full row for BTQ TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,000 shares; 2025Q4: 72,000 shares 72,000 $369K 0.03% -10,000 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,989 shares; 2024Q4: 4,989 shares; 2025Q1: 4,989 shares; 2025Q2: 7,848 shares; 2025Q3: 7,663 shares; 2025Q4: 6,893 shares 6,893 $366K 0.03% -770 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,193 shares; 2025Q2: 1,231 shares; 2025Q3: 1,054 shares; 2025Q4: 1,020 shares 1,020 $364K 0.03% -34 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,173 shares 6,173 $363K 0.03% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,223 shares; 2025Q4: 13,012 shares 13,012 $353K 0.03% -17,211 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,501 shares; 2025Q4: 8,262 shares 8,262 $353K 0.03% +5,761 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,127 shares; 2024Q4: 10,724 shares; 2025Q1: 5,643 shares; 2025Q2: 6,019 shares; 2025Q3: 6,709 shares; 2025Q4: 6,605 shares 6,605 $352K 0.03% -104 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,592 shares; 2024Q4: 3,238 shares; 2025Q1: 3,954 shares; 2025Q2: 6,639 shares; 2025Q3: 7,716 shares; 2025Q4: 4,138 shares 4,138 $352K 0.03% -3,578 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,840 shares; 2025Q3: 6,840 shares; 2025Q4: 6,840 shares 6,840 $351K 0.03% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 596 shares; 2025Q1: 670 shares; 2025Q2: 21,162 shares; 2025Q3: 21,135 shares; 2025Q4: 612 shares 612 $351K 0.03% -20,523 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,379 shares; 2025Q4: 1,531 shares 1,531 $351K 0.03% +152 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,360 shares; 2025Q1: 1,322 shares; 2025Q2: 1,441 shares; 2025Q3: 1,484 shares; 2025Q4: 1,364 shares 1,364 $349K 0.03% -120 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,342 shares 5,342 $349K 0.03% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: 4,191 shares; 2025Q1: 4,284 shares; 2025Q2: 3,895 shares; 2025Q3: 3,849 shares; 2025Q4: 3,703 shares 3,703 $349K 0.03% -146 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,176 shares; 2025Q2: 8,130 shares; 2025Q3: 8,061 shares; 2025Q4: 9,610 shares 9,610 $348K 0.03% +1,549 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 2,872 shares; 2025Q1: 3,749 shares; 2025Q2: 3,738 shares; 2025Q3: 3,452 shares; 2025Q4: 2,959 shares 2,959 $348K 0.02% -493 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,416 shares; 2024Q4: 11,321 shares; 2025Q1: 11,321 shares; 2025Q2: 11,321 shares; 2025Q3: 11,321 shares; 2025Q4: 10,991 shares 10,991 $346K 0.02% -330 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,980 shares; 2024Q4: 6,950 shares; 2025Q1: 6,450 shares; 2025Q2: 7,956 shares; 2025Q3: 8,096 shares; 2025Q4: 8,047 shares 8,047 $346K 0.02% -49 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,775 shares; 2024Q4: 12,775 shares; 2025Q1: 12,775 shares; 2025Q2: 12,775 shares; 2025Q3: 12,775 shares; 2025Q4: 12,775 shares 12,775 $345K 0.02% 0 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,428 shares 13,428 $344K 0.02% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,718 shares; 2024Q4: 2,115 shares; 2025Q1: 2,510 shares; 2025Q2: 2,087 shares; 2025Q3: 1,786 shares; 2025Q4: 1,582 shares 1,582 $343K 0.02% -204 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 420 shares; 2025Q1: 411 shares; 2025Q2: 387 shares; 2025Q3: 432 shares; 2025Q4: 445 shares 445 $343K 0.02% +13 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: 3,147 shares; 2025Q1: 3,249 shares; 2025Q2: 3,661 shares; 2025Q3: 3,660 shares; 2025Q4: 3,930 shares 3,930 $343K 0.02% +270 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 332 shares; 2025Q1: not reported; 2025Q2: 232 shares; 2025Q3: 233 shares; 2025Q4: 282 shares 282 $343K 0.02% +49 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,407 shares 14,407 $340K 0.02% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 2,470 shares; 2025Q1: 2,482 shares; 2025Q2: 2,445 shares; 2025Q3: 2,461 shares; 2025Q4: 2,442 shares 2,442 $340K 0.02% -19 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,020 shares; 2024Q4: 7,240 shares; 2025Q1: 7,079 shares; 2025Q2: 6,820 shares; 2025Q3: 6,802 shares; 2025Q4: 6,952 shares 6,952 $339K 0.02% +150 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,821 shares; 2024Q4: 21,073 shares; 2025Q1: 19,510 shares; 2025Q2: 14,457 shares; 2025Q3: 13,954 shares; 2025Q4: 13,895 shares 13,895 $338K 0.02% -59 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,554 shares; 2025Q4: 7,524 shares 7,524 $338K 0.02% -1,030 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,516 shares; 2024Q4: 5,151 shares; 2025Q1: 4,917 shares; 2025Q2: 4,519 shares; 2025Q3: 5,193 shares; 2025Q4: 4,271 shares 4,271 $336K 0.02% -922 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,742 shares; 2024Q4: 6,482 shares; 2025Q1: 7,138 shares; 2025Q2: 7,023 shares; 2025Q3: 7,612 shares; 2025Q4: 5,029 shares 5,029 $334K 0.02% -2,583 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,287 shares; 2025Q2: 18,050 shares; 2025Q3: 23,580 shares; 2025Q4: 28,254 shares 28,254 $333K 0.02% +4,674 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 883 shares; 2025Q1: 941 shares; 2025Q2: 1,313 shares; 2025Q3: 1,356 shares; 2025Q4: 891 shares 891 $329K 0.02% -465 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,823 shares; 2025Q1: not reported; 2025Q2: 6,030 shares; 2025Q3: 6,682 shares; 2025Q4: 8,163 shares 8,163 $328K 0.02% +1,481 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,961 shares; 2024Q4: 31,617 shares; 2025Q1: 31,810 shares; 2025Q2: 32,743 shares; 2025Q3: 32,219 shares; 2025Q4: 32,372 shares 32,372 $327K 0.02% +153 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 2,994 shares; 2025Q1: 3,012 shares; 2025Q2: not reported; 2025Q3: 2,022 shares; 2025Q4: 1,918 shares 1,918 $325K 0.02% -104 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,323 shares; 2025Q1: 2,490 shares; 2025Q2: 2,757 shares; 2025Q3: 2,801 shares; 2025Q4: 2,766 shares 2,766 $321K 0.02% -35 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,575 shares; 2025Q1: 12,391 shares; 2025Q2: 12,887 shares; 2025Q3: 12,843 shares; 2025Q4: 11,920 shares 11,920 $321K 0.02% -923 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,093 shares 2,093 $320K 0.02% new Timeline BITF BITFARMS LTD More: the full row for BITFARMS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,600 shares; 2024Q4: 135,600 shares; 2025Q1: 135,927 shares; 2025Q2: 135,927 shares; 2025Q3: 135,927 shares; 2025Q4: 136,227 shares 136,227 $320K 0.02% +300 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,484 shares 13,484 $318K 0.02% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,273 shares; 2025Q4: 3,758 shares 3,758 $318K 0.02% +485 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 1,042 shares; 2025Q1: 883 shares; 2025Q2: 873 shares; 2025Q3: 995 shares; 2025Q4: 1,073 shares 1,073 $318K 0.02% +78 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,371 shares; 2024Q4: 3,767 shares; 2025Q1: 3,236 shares; 2025Q2: 3,193 shares; 2025Q3: 4,290 shares; 2025Q4: 3,555 shares 3,555 $316K 0.02% -735 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,341 shares; 2025Q2: 2,966 shares; 2025Q3: 2,715 shares; 2025Q4: 2,379 shares 2,379 $316K 0.02% -336 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,741 shares; 2024Q4: 10,246 shares; 2025Q1: 7,235 shares; 2025Q2: 6,385 shares; 2025Q3: 6,718 shares; 2025Q4: 6,718 shares 6,718 $315K 0.02% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,292 shares; 2025Q3: 2,247 shares; 2025Q4: 2,372 shares 2,372 $315K 0.02% +125 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,910 shares; 2025Q4: 5,910 shares 5,910 $313K 0.02% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 2,247 shares; 2025Q1: 2,405 shares; 2025Q2: 2,361 shares; 2025Q3: 2,475 shares; 2025Q4: 2,787 shares 2,787 $313K 0.02% +312 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 394 shares; 2025Q3: 408 shares; 2025Q4: 502 shares 502 $312K 0.02% +94 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 855 shares; 2025Q3: 1,015 shares; 2025Q4: 1,026 shares 1,026 $310K 0.02% +11 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,269 shares; 2025Q1: 4,331 shares; 2025Q2: 4,734 shares; 2025Q3: 4,734 shares; 2025Q4: 5,445 shares 5,445 $309K 0.02% +711 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 1,718 shares; 2025Q1: 1,748 shares; 2025Q2: 1,803 shares; 2025Q3: 1,664 shares; 2025Q4: 1,698 shares 1,698 $309K 0.02% +34 Timeline