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: 1,033,135 shares; 2024Q4: 993,102 shares; 2025Q1: 1,032,923 shares; 2025Q2: 899,764 shares; 2025Q3: 919,539 shares; 2025Q4: 983,305 shares 983,305 $78.9M 8.65% +63,766 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,590 shares; 2024Q4: 133,621 shares; 2025Q1: 265,427 shares; 2025Q2: 394,303 shares; 2025Q3: 469,554 shares; 2025Q4: 483,298 shares 483,298 $43.2M 4.74% +13,744 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,363 shares; 2024Q4: 654,494 shares; 2025Q1: 666,996 shares; 2025Q2: 657,211 shares; 2025Q3: 673,748 shares; 2025Q4: 714,720 shares 714,720 $38.6M 4.24% +40,972 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: 87,527 shares; 2024Q4: 75,254 shares; 2025Q1: 76,723 shares; 2025Q2: 83,232 shares; 2025Q3: 90,353 shares; 2025Q4: 90,944 shares 90,944 $36M 3.95% +591 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: 124,946 shares; 2024Q4: 131,316 shares; 2025Q1: 118,279 shares; 2025Q2: 120,393 shares; 2025Q3: 122,787 shares; 2025Q4: 246,816 shares 246,816 $35.5M 3.9% +124,029 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,240 shares; 2024Q4: 73,145 shares; 2025Q1: 176,626 shares; 2025Q2: 283,102 shares; 2025Q3: 289,633 shares; 2025Q4: 301,347 shares 301,347 $34.5M 3.79% +11,714 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,981 shares; 2024Q4: 445,108 shares; 2025Q1: 504,969 shares; 2025Q2: 851,078 shares; 2025Q3: 878,178 shares; 2025Q4: 948,671 shares 948,671 $25.3M 2.78% +70,493 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,710 shares; 2024Q4: 79,775 shares; 2025Q1: 59,699 shares; 2025Q2: 61,209 shares; 2025Q3: 68,718 shares; 2025Q4: 73,841 shares 73,841 $20.1M 2.2% +5,123 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: 45,193 shares; 2024Q4: 40,560 shares; 2025Q1: 68,749 shares; 2025Q2: 75,245 shares; 2025Q3: 73,965 shares; 2025Q4: 133,062 shares 133,062 $15.9M 1.74% +59,097 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: 73,016 shares; 2024Q4: 63,174 shares; 2025Q1: 63,313 shares; 2025Q2: 64,401 shares; 2025Q3: 73,417 shares; 2025Q4: 84,776 shares 84,776 $15.8M 1.73% +11,359 Timeline USFR 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: not reported; 2025Q3: 199,686 shares; 2025Q4: 254,046 shares 254,046 $12.8M 1.4% +54,360 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: not reported; 2025Q1: 46,376 shares; 2025Q2: 209,380 shares; 2025Q3: 230,049 shares; 2025Q4: 264,161 shares 264,161 $12M 1.32% +34,112 Timeline PCEF 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: 64,416 shares; 2024Q4: 60,550 shares; 2025Q1: 139,342 shares; 2025Q2: 470,852 shares; 2025Q3: 528,169 shares; 2025Q4: 583,845 shares 583,845 $11.6M 1.27% +55,676 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: 8,065 shares; 2024Q4: 8,986 shares; 2025Q1: 9,612 shares; 2025Q2: 12,159 shares; 2025Q3: 15,720 shares; 2025Q4: 15,856 shares 15,856 $10.8M 1.19% +136 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: 73,058 shares; 2024Q4: 71,722 shares; 2025Q1: 44,884 shares; 2025Q2: 57,568 shares; 2025Q3: 34,975 shares; 2025Q4: 61,794 shares 61,794 $9.57M 1.05% +26,819 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: 18,096 shares; 2024Q4: 17,139 shares; 2025Q1: 17,180 shares; 2025Q2: 17,825 shares; 2025Q3: 18,913 shares; 2025Q4: 19,411 shares 19,411 $9.39M 1.03% +498 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: 95,857 shares; 2024Q4: 67,622 shares; 2025Q1: 70,655 shares; 2025Q2: 70,679 shares; 2025Q3: 68,218 shares; 2025Q4: 70,569 shares 70,569 $8.49M 0.93% +2,351 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: 15,072 shares; 2024Q4: 14,309 shares; 2025Q1: 13,915 shares; 2025Q2: 23,745 shares; 2025Q3: 23,671 shares; 2025Q4: 24,426 shares 24,426 $8.45M 0.93% +755 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: 5,414 shares; 2024Q4: 5,782 shares; 2025Q1: 11,426 shares; 2025Q2: 11,349 shares; 2025Q3: 11,246 shares; 2025Q4: 11,171 shares 11,171 $7.65M 0.84% -75 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: 97,942 shares; 2024Q4: 103,215 shares; 2025Q1: 91,954 shares; 2025Q2: 50,175 shares; 2025Q3: 53,447 shares; 2025Q4: 133,380 shares 133,380 $7.31M 0.8% +79,933 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 273,911 shares; 2025Q2: 289,685 shares; 2025Q3: 311,162 shares; 2025Q4: 317,535 shares 317,535 $7.18M 0.79% +6,373 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,017 shares; 2025Q2: 123,870 shares; 2025Q3: 179,966 shares; 2025Q4: 224,506 shares 224,506 $7.1M 0.78% +44,540 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: 27,336 shares; 2024Q4: 24,023 shares; 2025Q1: 23,491 shares; 2025Q2: 23,967 shares; 2025Q3: 30,163 shares; 2025Q4: 29,954 shares 29,954 $6.91M 0.76% -209 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,336 shares; 2024Q4: 289,228 shares; 2025Q1: 249,747 shares; 2025Q2: 16,336 shares; 2025Q3: 16,336 shares; 2025Q4: 253,375 shares 253,375 $6.85M 0.75% +237,039 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: 54,480 shares; 2024Q4: 161,907 shares; 2025Q1: 150,950 shares; 2025Q2: 150,467 shares; 2025Q3: 185,002 shares; 2025Q4: 248,518 shares 248,518 $6.82M 0.75% +63,516 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: 14,051 shares; 2024Q4: 31,926 shares; 2025Q1: 53,557 shares; 2025Q2: 49,066 shares; 2025Q3: 47,679 shares; 2025Q4: 43,941 shares 43,941 $6.82M 0.75% -3,738 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: 17,483 shares; 2024Q4: 15,857 shares; 2025Q1: 15,814 shares; 2025Q2: 15,421 shares; 2025Q3: 16,636 shares; 2025Q4: 19,478 shares 19,478 $6.53M 0.72% +2,842 Timeline PAB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 417,035 shares; 2025Q1: 389,524 shares; 2025Q2: 109,219 shares; 2025Q3: 129,756 shares; 2025Q4: 151,640 shares 151,640 $6.48M 0.71% +21,884 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,796 shares; 2025Q4: 102,568 shares 102,568 $6.17M 0.68% +3,772 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,018 shares; 2025Q1: 12,270 shares; 2025Q2: 12,174 shares; 2025Q3: 11,944 shares; 2025Q4: 11,429 shares 11,429 $5.41M 0.59% -515 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,422 shares; 2025Q1: 47,438 shares; 2025Q2: 47,017 shares; 2025Q3: 46,297 shares; 2025Q4: 44,022 shares 44,022 $5.04M 0.55% -2,275 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: 37,091 shares; 2024Q4: 35,802 shares; 2025Q1: 67,052 shares; 2025Q2: 52,015 shares; 2025Q3: 100,013 shares; 2025Q4: 98,457 shares 98,457 $4.98M 0.55% -1,556 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,395 shares; 2024Q4: 38,831 shares; 2025Q1: 65,661 shares; 2025Q2: 45,700 shares; 2025Q3: 45,061 shares; 2025Q4: 109,294 shares 109,294 $4.84M 0.53% +64,233 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: 21,939 shares; 2024Q4: 21,951 shares; 2025Q1: 20,263 shares; 2025Q2: 20,726 shares; 2025Q3: 22,307 shares; 2025Q4: 20,885 shares 20,885 $4.77M 0.52% -1,422 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,650 shares; 2024Q4: 236,245 shares; 2025Q1: 242,568 shares; 2025Q2: 236,040 shares; 2025Q3: 231,027 shares; 2025Q4: 201,095 shares 201,095 $4.69M 0.51% -29,932 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,234 shares; 2024Q4: 13,968 shares; 2025Q1: 13,289 shares; 2025Q2: 12,035 shares; 2025Q3: 12,490 shares; 2025Q4: 12,138 shares 12,138 $4.53M 0.5% -352 Timeline YYY 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: 358,408 shares; 2024Q4: 354,550 shares; 2025Q1: 341,963 shares; 2025Q2: 364,295 shares; 2025Q3: 377,974 shares; 2025Q4: 387,793 shares 387,793 $4.46M 0.49% +9,819 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,645 shares; 2025Q4: 55,176 shares 55,176 $4.4M 0.48% +531 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: 26,199 shares; 2024Q4: 25,094 shares; 2025Q1: 25,522 shares; 2025Q2: 25,486 shares; 2025Q3: 30,952 shares; 2025Q4: 28,839 shares 28,839 $4.4M 0.48% -2,113 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,664 shares; 2024Q4: 58,672 shares; 2025Q1: 60,915 shares; 2025Q2: 59,404 shares; 2025Q3: 60,335 shares; 2025Q4: 58,008 shares 58,008 $4.28M 0.47% -2,327 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: 3,275 shares; 2024Q4: 3,724 shares; 2025Q1: 3,669 shares; 2025Q2: 4,027 shares; 2025Q3: 7,786 shares; 2025Q4: 6,800 shares 6,800 $4.26M 0.47% -986 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: 39,286 shares; 2024Q4: 36,667 shares; 2025Q1: 59,530 shares; 2025Q2: 55,692 shares; 2025Q3: 56,300 shares; 2025Q4: 64,176 shares 64,176 $4.24M 0.46% +7,876 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,194 shares; 2025Q2: 40,813 shares; 2025Q3: 61,739 shares; 2025Q4: 87,352 shares 87,352 $4.02M 0.44% +25,613 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: 8,180 shares; 2024Q4: 8,388 shares; 2025Q1: 8,844 shares; 2025Q2: 12,694 shares; 2025Q3: 12,571 shares; 2025Q4: 12,351 shares 12,351 $3.87M 0.42% -220 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: 61,608 shares; 2024Q4: 69,030 shares; 2025Q1: 62,140 shares; 2025Q2: 41,125 shares; 2025Q3: 42,750 shares; 2025Q4: 41,855 shares 41,855 $3.74M 0.41% -895 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: 63,926 shares; 2025Q1: 67,794 shares; 2025Q2: 61,551 shares; 2025Q3: 67,139 shares; 2025Q4: 69,196 shares 69,196 $3.49M 0.38% +2,057 Timeline XSHQ 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: 65,749 shares; 2024Q4: 71,113 shares; 2025Q1: 82,500 shares; 2025Q2: 84,543 shares; 2025Q3: 80,535 shares; 2025Q4: 81,995 shares 81,995 $3.45M 0.38% +1,460 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: 2,810 shares; 2024Q4: 3,039 shares; 2025Q1: 1,794 shares; 2025Q2: 9,501 shares; 2025Q3: 12,825 shares; 2025Q4: 13,624 shares 13,624 $3.45M 0.38% +799 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: 6,174 shares; 2024Q4: 18,432 shares; 2025Q1: 83,781 shares; 2025Q2: 10,392 shares; 2025Q3: 24,894 shares; 2025Q4: 80,525 shares 80,525 $3.44M 0.38% +55,631 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,842 shares; 2025Q2: 58,980 shares; 2025Q3: 93,618 shares; 2025Q4: 121,186 shares 121,186 $3.4M 0.37% +27,568 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,921 shares; 2024Q4: 494,729 shares; 2025Q1: 155,159 shares; 2025Q2: 131,441 shares; 2025Q3: 128,399 shares; 2025Q4: 125,542 shares 125,542 $3.29M 0.36% -2,857 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,240 shares; 2025Q2: 48,663 shares; 2025Q3: 57,819 shares; 2025Q4: 60,971 shares 60,971 $3.2M 0.35% +3,152 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: 84,718 shares; 2024Q4: 77,524 shares; 2025Q1: 84,067 shares; 2025Q2: 74,711 shares; 2025Q3: 67,636 shares; 2025Q4: 64,602 shares 64,602 $3.09M 0.34% -3,034 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,348 shares; 2024Q4: 18,612 shares; 2025Q1: 31,748 shares; 2025Q2: 34,968 shares; 2025Q3: 36,960 shares; 2025Q4: 37,117 shares 37,117 $3.07M 0.34% +157 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: 16,843 shares; 2024Q4: 14,881 shares; 2025Q1: 18,963 shares; 2025Q2: 16,101 shares; 2025Q3: 16,951 shares; 2025Q4: 14,427 shares 14,427 $2.99M 0.33% -2,524 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: 56,021 shares; 2024Q4: 54,043 shares; 2025Q1: 49,689 shares; 2025Q2: 48,786 shares; 2025Q3: 50,835 shares; 2025Q4: 52,547 shares 52,547 $2.96M 0.32% +1,712 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: 2,569 shares; 2024Q4: 1,916 shares; 2025Q1: 1,828 shares; 2025Q2: 1,757 shares; 2025Q3: 4,893 shares; 2025Q4: 4,802 shares 4,802 $2.95M 0.32% -91 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: 26,177 shares; 2024Q4: 24,256 shares; 2025Q1: 24,021 shares; 2025Q2: 25,083 shares; 2025Q3: 25,373 shares; 2025Q4: 24,978 shares 24,978 $2.94M 0.32% -395 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,907 shares; 2025Q4: 69,437 shares 69,437 $2.86M 0.31% -1,470 Timeline AOR 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: 30,676 shares; 2024Q4: 34,235 shares; 2025Q1: 33,958 shares; 2025Q2: 39,246 shares; 2025Q3: 42,945 shares; 2025Q4: 43,572 shares 43,572 $2.83M 0.31% +627 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,927 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,490 shares; 2025Q4: 48,853 shares 48,853 $2.83M 0.31% +28,363 Timeline DON 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: 40,228 shares; 2024Q4: 37,756 shares; 2025Q1: 50,283 shares; 2025Q2: 53,961 shares; 2025Q3: 52,335 shares; 2025Q4: 53,928 shares 53,928 $2.78M 0.31% +1,593 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: 146,861 shares; 2024Q4: 119,301 shares; 2025Q1: 122,238 shares; 2025Q2: 106,893 shares; 2025Q3: 100,802 shares; 2025Q4: 107,340 shares 107,340 $2.67M 0.29% +6,538 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: 6,252 shares; 2024Q4: 6,288 shares; 2025Q1: 5,927 shares; 2025Q2: 6,354 shares; 2025Q3: 8,526 shares; 2025Q4: 8,419 shares 8,419 $2.64M 0.29% -107 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: 5,294 shares; 2024Q4: 4,767 shares; 2025Q1: 5,515 shares; 2025Q2: 6,560 shares; 2025Q3: 5,543 shares; 2025Q4: 5,236 shares 5,236 $2.63M 0.29% -307 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: not reported; 2024Q4: not reported; 2025Q1: 63,399 shares; 2025Q2: not reported; 2025Q3: 65,544 shares; 2025Q4: 78,409 shares 78,409 $2.59M 0.28% +12,865 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: 16,957 shares; 2024Q4: 16,636 shares; 2025Q1: 16,824 shares; 2025Q2: 7,511 shares; 2025Q3: 6,943 shares; 2025Q4: 25,789 shares 25,789 $2.59M 0.28% +18,846 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: 7,555 shares; 2024Q4: 7,339 shares; 2025Q1: 7,307 shares; 2025Q2: 6,851 shares; 2025Q3: 7,673 shares; 2025Q4: 7,880 shares 7,880 $2.54M 0.28% +207 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: 8,828 shares; 2024Q4: 5,879 shares; 2025Q1: 3,473 shares; 2025Q2: 3,535 shares; 2025Q3: 3,546 shares; 2025Q4: 5,114 shares 5,114 $2.49M 0.27% +1,568 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: 7,513 shares; 2024Q4: 7,102 shares; 2025Q1: 25,811 shares; 2025Q2: 24,990 shares; 2025Q3: 25,169 shares; 2025Q4: 25,540 shares 25,540 $2.45M 0.27% +371 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: 37,791 shares; 2024Q4: 30,246 shares; 2025Q1: 29,103 shares; 2025Q2: 27,925 shares; 2025Q3: 27,840 shares; 2025Q4: 26,406 shares 26,406 $2.44M 0.27% -1,434 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,992 shares; 2025Q2: 22,564 shares; 2025Q3: 32,910 shares; 2025Q4: 42,989 shares 42,989 $2.42M 0.27% +10,079 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,007 shares; 2024Q4: 96,701 shares; 2025Q1: 36,195 shares; 2025Q2: 32,184 shares; 2025Q3: 31,635 shares; 2025Q4: 31,969 shares 31,969 $2.4M 0.26% +334 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: 69,877 shares; 2024Q4: 58,799 shares; 2025Q1: 63,868 shares; 2025Q2: 58,846 shares; 2025Q3: 61,117 shares; 2025Q4: 58,328 shares 58,328 $2.38M 0.26% -2,789 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,483 shares; 2025Q4: 27,630 shares 27,630 $2.34M 0.26% +147 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 123,053 shares; 2025Q4: 120,891 shares 120,891 $2.31M 0.25% -2,162 Timeline ISCF 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: 6,037 shares; 2025Q2: 27,728 shares; 2025Q3: 43,172 shares; 2025Q4: 55,252 shares 55,252 $2.29M 0.25% +12,080 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,117 shares; 2024Q4: 34,384 shares; 2025Q1: 45,305 shares; 2025Q2: 46,214 shares; 2025Q3: 43,749 shares; 2025Q4: 42,555 shares 42,555 $2.27M 0.25% -1,194 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: 8,952 shares; 2024Q4: 18,661 shares; 2025Q1: 36,186 shares; 2025Q2: 26,132 shares; 2025Q3: 29,077 shares; 2025Q4: 21,000 shares 21,000 $2.24M 0.25% -8,077 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: 21,096 shares; 2024Q4: 20,580 shares; 2025Q1: 28,324 shares; 2025Q2: 20,727 shares; 2025Q3: 18,930 shares; 2025Q4: 18,452 shares 18,452 $2.22M 0.24% -478 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: 37,404 shares; 2024Q4: 40,282 shares; 2025Q1: 40,640 shares; 2025Q2: 41,685 shares; 2025Q3: 44,070 shares; 2025Q4: 45,088 shares 45,088 $2.17M 0.24% +1,018 Timeline EMGF 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: 4,362 shares; 2025Q2: 20,036 shares; 2025Q3: 30,076 shares; 2025Q4: 37,357 shares 37,357 $2.16M 0.24% +7,281 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,908 shares; 2025Q4: 72,213 shares 72,213 $2.11M 0.23% +3,305 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,429 shares; 2024Q4: 63,767 shares; 2025Q1: 64,038 shares; 2025Q2: 71,699 shares; 2025Q3: 72,625 shares; 2025Q4: 64,247 shares 64,247 $2.06M 0.23% -8,378 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: 58,115 shares; 2024Q4: 65,238 shares; 2025Q1: 77,516 shares; 2025Q2: 46,147 shares; 2025Q3: 41,763 shares; 2025Q4: 38,261 shares 38,261 $2.06M 0.23% -3,502 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: 13,773 shares; 2024Q4: 12,800 shares; 2025Q1: 12,476 shares; 2025Q2: 12,021 shares; 2025Q3: 24,787 shares; 2025Q4: 24,408 shares 24,408 $1.98M 0.22% -379 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,530 shares; 2024Q4: 116,139 shares; 2025Q1: 113,180 shares; 2025Q2: 114,549 shares; 2025Q3: 129,420 shares; 2025Q4: 120,128 shares 120,128 $1.98M 0.22% -9,292 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 881 shares; 2024Q4: 868 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,967 shares; 2025Q4: 6,781 shares 6,781 $1.97M 0.22% -186 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: 16,992 shares; 2024Q4: 10,818 shares; 2025Q1: 9,760 shares; 2025Q2: 18,724 shares; 2025Q3: 19,827 shares; 2025Q4: 17,625 shares 17,625 $1.96M 0.22% -2,202 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: 27,466 shares; 2024Q4: 25,996 shares; 2025Q1: 27,391 shares; 2025Q2: 27,903 shares; 2025Q3: 28,010 shares; 2025Q4: 27,775 shares 27,775 $1.93M 0.21% -235 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,242 shares; 2025Q1: 1,203 shares; 2025Q2: 1,153 shares; 2025Q3: 1,172 shares; 2025Q4: 1,793 shares 1,793 $1.93M 0.21% +621 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: 61,066 shares; 2024Q4: 66,749 shares; 2025Q1: 78,392 shares; 2025Q2: 77,270 shares; 2025Q3: 77,519 shares; 2025Q4: 76,582 shares 76,582 $1.91M 0.21% -937 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,858 shares 5,858 $1.89M 0.21% new 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: 10,709 shares; 2024Q4: 9,701 shares; 2025Q1: 8,907 shares; 2025Q2: 8,827 shares; 2025Q3: 10,175 shares; 2025Q4: 10,270 shares 10,270 $1.88M 0.21% +95 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: 34,141 shares; 2024Q4: 28,764 shares; 2025Q1: 27,966 shares; 2025Q2: 26,288 shares; 2025Q3: 24,467 shares; 2025Q4: 24,062 shares 24,062 $1.85M 0.2% -405 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: 6,312 shares; 2024Q4: 5,990 shares; 2025Q1: 6,124 shares; 2025Q2: 5,808 shares; 2025Q3: 5,725 shares; 2025Q4: 5,499 shares 5,499 $1.8M 0.2% -226 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: not reported; 2024Q4: 783 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,970 shares 2,970 $1.79M 0.2% new 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: 78,771 shares; 2024Q4: 89,240 shares; 2025Q1: 82,430 shares; 2025Q2: 41,676 shares; 2025Q3: 37,373 shares; 2025Q4: 38,339 shares 38,339 $1.77M 0.19% +966 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,976 shares; 2025Q4: 17,962 shares 17,962 $1.77M 0.19% -14 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: 4,092 shares; 2024Q4: 2,421 shares; 2025Q1: 3,801 shares; 2025Q2: 2,602 shares; 2025Q3: 4,478 shares; 2025Q4: 3,874 shares 3,874 $1.74M 0.19% -604 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES 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: 15,519 shares; 2025Q4: 15,240 shares 15,240 $1.67M 0.18% -279 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: 17,534 shares; 2024Q4: 16,085 shares; 2025Q1: 16,091 shares; 2025Q2: 16,703 shares; 2025Q3: 17,018 shares; 2025Q4: 17,813 shares 17,813 $1.67M 0.18% +795 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: 2,757 shares; 2024Q4: 2,624 shares; 2025Q1: 3,750 shares; 2025Q2: 4,143 shares; 2025Q3: 4,193 shares; 2025Q4: 3,354 shares 3,354 $1.62M 0.18% -839 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: not reported; 2025Q4: 16,850 shares 16,850 $1.6M 0.18% new Timeline RLY 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: 38,938 shares; 2024Q4: 179,218 shares; 2025Q1: 44,508 shares; 2025Q2: 118,354 shares; 2025Q3: 118,456 shares; 2025Q4: 50,646 shares 50,646 $1.59M 0.17% -67,810 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,029 shares; 2025Q4: 7,562 shares 7,562 $1.59M 0.17% +1,533 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: 7,771 shares; 2024Q4: 4,764 shares; 2025Q1: 4,871 shares; 2025Q2: 7,834 shares; 2025Q3: 7,100 shares; 2025Q4: 10,000 shares 10,000 $1.54M 0.17% +2,900 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,498 shares; 2025Q4: 15,054 shares 15,054 $1.54M 0.17% -444 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,318 shares; 2024Q4: 2,950 shares; 2025Q1: 3,088 shares; 2025Q2: 3,072 shares; 2025Q3: 3,747 shares; 2025Q4: 5,176 shares 5,176 $1.53M 0.17% +1,429 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: 9,111 shares; 2024Q4: 9,443 shares; 2025Q1: 10,813 shares; 2025Q2: 10,462 shares; 2025Q3: 10,136 shares; 2025Q4: 10,439 shares 10,439 $1.5M 0.16% +303 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,637 shares; 2024Q4: 10,087 shares; 2025Q1: 9,220 shares; 2025Q2: 8,004 shares; 2025Q3: 7,483 shares; 2025Q4: 7,237 shares 7,237 $1.48M 0.16% -246 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: 13,034 shares; 2024Q4: 10,275 shares; 2025Q1: 10,024 shares; 2025Q2: 9,762 shares; 2025Q3: 9,795 shares; 2025Q4: 10,309 shares 10,309 $1.48M 0.16% +514 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 764 shares; 2025Q1: 912 shares; 2025Q2: 1,113 shares; 2025Q3: 2,331 shares; 2025Q4: 2,199 shares 2,199 $1.45M 0.16% -132 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,713 shares; 2025Q4: 5,598 shares 5,598 $1.44M 0.16% -115 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: 15,813 shares; 2024Q4: 10,610 shares; 2025Q1: 5,129 shares; 2025Q2: 5,031 shares; 2025Q3: 5,195 shares; 2025Q4: 7,355 shares 7,355 $1.4M 0.15% +2,160 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: 13,425 shares; 2024Q4: 9,959 shares; 2025Q1: 9,903 shares; 2025Q2: 12,289 shares; 2025Q3: 13,364 shares; 2025Q4: 11,190 shares 11,190 $1.4M 0.15% -2,174 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,885 shares; 2025Q1: 4,807 shares; 2025Q2: 55,048 shares; 2025Q3: 63,100 shares; 2025Q4: 17,904 shares 17,904 $1.39M 0.15% -45,196 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,475 shares; 2024Q4: 26,029 shares; 2025Q1: 44,271 shares; 2025Q2: 29,827 shares; 2025Q3: 35,640 shares; 2025Q4: 23,999 shares 23,999 $1.36M 0.15% -11,641 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,109 shares; 2024Q4: 8,294 shares; 2025Q1: 10,788 shares; 2025Q2: 19,078 shares; 2025Q3: 23,882 shares; 2025Q4: 24,864 shares 24,864 $1.31M 0.14% +982 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: 20,782 shares; 2024Q4: 19,314 shares; 2025Q1: 19,430 shares; 2025Q2: 15,078 shares; 2025Q3: 13,807 shares; 2025Q4: 13,556 shares 13,556 $1.3M 0.14% -251 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,618 shares; 2024Q4: 12,276 shares; 2025Q1: 12,383 shares; 2025Q2: 10,796 shares; 2025Q3: 10,704 shares; 2025Q4: 16,036 shares 16,036 $1.29M 0.14% +5,332 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,330 shares; 2024Q4: 8,172 shares; 2025Q1: 8,890 shares; 2025Q2: 9,309 shares; 2025Q3: 9,389 shares; 2025Q4: 9,814 shares 9,814 $1.27M 0.14% +425 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,177 shares; 2025Q2: 33,023 shares; 2025Q3: 39,896 shares; 2025Q4: 45,775 shares 45,775 $1.25M 0.14% +5,879 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,471 shares; 2025Q2: 37,559 shares; 2025Q3: 45,197 shares; 2025Q4: 51,530 shares 51,530 $1.24M 0.14% +6,333 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,172 shares; 2025Q1: 5,183 shares; 2025Q2: 5,624 shares; 2025Q3: 6,522 shares; 2025Q4: 6,890 shares 6,890 $1.22M 0.13% +368 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: 27,116 shares; 2024Q4: 38,372 shares; 2025Q1: 40,836 shares; 2025Q2: 19,730 shares; 2025Q3: 19,379 shares; 2025Q4: 20,980 shares 20,980 $1.22M 0.13% +1,601 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,386 shares; 2024Q4: 50,283 shares; 2025Q1: 50,738 shares; 2025Q2: 52,205 shares; 2025Q3: 50,460 shares; 2025Q4: 50,482 shares 50,482 $1.2M 0.13% +22 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: 10,939 shares; 2024Q4: 25,450 shares; 2025Q1: 12,229 shares; 2025Q2: 4,589 shares; 2025Q3: 4,857 shares; 2025Q4: 4,876 shares 4,876 $1.2M 0.13% +19 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,673 shares; 2024Q4: 5,889 shares; 2025Q1: 5,543 shares; 2025Q2: 6,532 shares; 2025Q3: 25,890 shares; 2025Q4: 25,304 shares 25,304 $1.19M 0.13% -586 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: 11,587 shares; 2024Q4: 11,522 shares; 2025Q1: 10,446 shares; 2025Q2: 11,829 shares; 2025Q3: 12,503 shares; 2025Q4: 11,885 shares 11,885 $1.18M 0.13% -618 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: 21,963 shares; 2024Q4: 17,804 shares; 2025Q1: 20,939 shares; 2025Q2: 22,572 shares; 2025Q3: 23,858 shares; 2025Q4: 23,204 shares 23,204 $1.14M 0.13% -654 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,202 shares; 2025Q1: 6,202 shares; 2025Q2: 6,202 shares; 2025Q3: 7,279 shares; 2025Q4: 21,559 shares 21,559 $1.14M 0.12% +14,280 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: 18,320 shares; 2024Q4: 17,964 shares; 2025Q1: 22,616 shares; 2025Q2: 18,738 shares; 2025Q3: 19,282 shares; 2025Q4: 21,070 shares 21,070 $1.14M 0.12% +1,788 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,881 shares; 2024Q4: 5,294 shares; 2025Q1: 3,792 shares; 2025Q2: 3,340 shares; 2025Q3: 3,300 shares; 2025Q4: 3,209 shares 3,209 $1.13M 0.12% -91 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: 83,702 shares; 2024Q4: 16,660 shares; 2025Q1: 7,594 shares; 2025Q2: 17,829 shares; 2025Q3: 18,427 shares; 2025Q4: 13,676 shares 13,676 $1.13M 0.12% -4,751 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,776 shares; 2025Q2: 3,621 shares; 2025Q3: 3,990 shares; 2025Q4: 3,826 shares 3,826 $1.13M 0.12% -164 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,433 shares; 2024Q4: 23,022 shares; 2025Q1: 26,223 shares; 2025Q2: 25,356 shares; 2025Q3: 25,069 shares; 2025Q4: 24,648 shares 24,648 $1.09M 0.12% -421 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: 8,164 shares; 2024Q4: 6,654 shares; 2025Q1: 6,626 shares; 2025Q2: 6,108 shares; 2025Q3: 6,559 shares; 2025Q4: 6,367 shares 6,367 $1.09M 0.12% -192 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: 4,432 shares; 2024Q4: 4,443 shares; 2025Q1: 4,340 shares; 2025Q2: 3,672 shares; 2025Q3: 3,238 shares; 2025Q4: 3,003 shares 3,003 $1.08M 0.12% -235 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: 7,624 shares; 2024Q4: 7,042 shares; 2025Q1: 7,075 shares; 2025Q2: 7,131 shares; 2025Q3: 15,288 shares; 2025Q4: 23,847 shares 23,847 $1.07M 0.12% +8,559 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: 59,377 shares; 2024Q4: 56,115 shares; 2025Q1: 59,419 shares; 2025Q2: 62,307 shares; 2025Q3: 63,290 shares; 2025Q4: 65,958 shares 65,958 $1.06M 0.12% +2,668 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: 76,736 shares; 2024Q4: 88,040 shares; 2025Q1: 85,446 shares; 2025Q2: 66,231 shares; 2025Q3: 28,896 shares; 2025Q4: 18,268 shares 18,268 $1.05M 0.11% -10,628 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,294 shares; 2024Q4: 62,440 shares; 2025Q1: 55,236 shares; 2025Q2: 23,173 shares; 2025Q3: 17,269 shares; 2025Q4: 14,629 shares 14,629 $1.04M 0.11% -2,640 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: 10,562 shares; 2024Q4: 10,145 shares; 2025Q1: 16,509 shares; 2025Q2: 22,282 shares; 2025Q3: 31,920 shares; 2025Q4: 11,979 shares 11,979 $1.04M 0.11% -19,941 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: 7,885 shares; 2024Q4: 7,187 shares; 2025Q1: 5,499 shares; 2025Q2: 4,840 shares; 2025Q3: 5,801 shares; 2025Q4: 5,880 shares 5,880 $1.04M 0.11% +79 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: 13,106 shares; 2024Q4: 14,154 shares; 2025Q1: 14,851 shares; 2025Q2: 11,721 shares; 2025Q3: 12,917 shares; 2025Q4: 14,140 shares 14,140 $1.04M 0.11% +1,223 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: 10,621 shares; 2024Q4: 14,042 shares; 2025Q1: 18,251 shares; 2025Q2: 19,279 shares; 2025Q3: 19,899 shares; 2025Q4: 22,085 shares 22,085 $1.04M 0.11% +2,186 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,976 shares; 2024Q4: 20,867 shares; 2025Q1: 20,579 shares; 2025Q2: 22,536 shares; 2025Q3: 21,625 shares; 2025Q4: 21,082 shares 21,082 $1.03M 0.11% -543 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: 4,258 shares; 2024Q4: 3,551 shares; 2025Q1: 3,264 shares; 2025Q2: 4,253 shares; 2025Q3: 3,545 shares; 2025Q4: 3,376 shares 3,376 $1.03M 0.11% -169 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: 17,068 shares; 2024Q4: 13,513 shares; 2025Q1: 13,078 shares; 2025Q2: 12,980 shares; 2025Q3: 14,691 shares; 2025Q4: 14,305 shares 14,305 $1M 0.11% -386 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: 4,579 shares; 2024Q4: 2,942 shares; 2025Q1: 2,843 shares; 2025Q2: 2,747 shares; 2025Q3: 3,345 shares; 2025Q4: 2,844 shares 2,844 $997K 0.11% -501 Timeline IHAK 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: 14,580 shares; 2024Q4: 18,331 shares; 2025Q1: 21,666 shares; 2025Q2: 22,481 shares; 2025Q3: 24,065 shares; 2025Q4: 20,519 shares 20,519 $987K 0.11% -3,546 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: 2,813 shares; 2024Q4: 2,459 shares; 2025Q1: 1,955 shares; 2025Q2: 1,665 shares; 2025Q3: 4,108 shares; 2025Q4: 5,117 shares 5,117 $980K 0.11% +1,009 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,565 shares; 2024Q4: 11,430 shares; 2025Q1: 10,551 shares; 2025Q2: 10,376 shares; 2025Q3: 9,729 shares; 2025Q4: 11,784 shares 11,784 $972K 0.11% +2,055 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: 11,225 shares; 2024Q4: 12,840 shares; 2025Q1: 13,375 shares; 2025Q2: 17,975 shares; 2025Q3: 13,825 shares; 2025Q4: 13,425 shares 13,425 $963K 0.11% -400 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,839 shares; 2025Q1: 13,198 shares; 2025Q2: 16,264 shares; 2025Q3: 23,994 shares; 2025Q4: 19,183 shares 19,183 $952K 0.1% -4,811 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: 22,922 shares; 2024Q4: 27,282 shares; 2025Q1: 27,644 shares; 2025Q2: 27,371 shares; 2025Q3: 27,440 shares; 2025Q4: 27,202 shares 27,202 $945K 0.1% -238 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,409 shares; 2025Q4: 18,284 shares 18,284 $919K 0.1% +3,875 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: 8,032 shares; 2024Q4: 7,763 shares; 2025Q1: 6,585 shares; 2025Q2: 6,752 shares; 2025Q3: 6,579 shares; 2025Q4: 6,534 shares 6,534 $909K 0.1% -45 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: 6,048 shares; 2024Q4: 5,238 shares; 2025Q1: 7,144 shares; 2025Q2: 6,836 shares; 2025Q3: 8,508 shares; 2025Q4: 8,604 shares 8,604 $906K 0.1% +96 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,465 shares; 2024Q4: 6,102 shares; 2025Q1: 5,862 shares; 2025Q2: 8,041 shares; 2025Q3: 10,676 shares; 2025Q4: 12,214 shares 12,214 $898K 0.1% +1,538 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,103 shares; 2025Q4: 15,113 shares 15,113 $888K 0.1% +10 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: 10,277 shares; 2024Q4: 11,588 shares; 2025Q1: 12,140 shares; 2025Q2: 14,526 shares; 2025Q3: 16,230 shares; 2025Q4: 16,096 shares 16,096 $885K 0.1% -134 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,075 shares; 2024Q4: 34,406 shares; 2025Q1: 42,283 shares; 2025Q2: 46,994 shares; 2025Q3: 46,312 shares; 2025Q4: 42,754 shares 42,754 $882K 0.1% -3,558 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: 11,132 shares; 2024Q4: 9,342 shares; 2025Q1: 13,381 shares; 2025Q2: 12,663 shares; 2025Q3: 16,885 shares; 2025Q4: 15,225 shares 15,225 $878K 0.1% -1,660 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: 3,975 shares; 2024Q4: 3,589 shares; 2025Q1: 3,601 shares; 2025Q2: 3,602 shares; 2025Q3: 4,535 shares; 2025Q4: 4,502 shares 4,502 $878K 0.1% -33 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: 2,605 shares; 2024Q4: 2,549 shares; 2025Q1: 2,548 shares; 2025Q2: 2,623 shares; 2025Q3: 2,593 shares; 2025Q4: 2,598 shares 2,598 $875K 0.1% +5 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,250 shares; 2024Q4: 8,449 shares; 2025Q1: 8,417 shares; 2025Q2: 8,291 shares; 2025Q3: 7,959 shares; 2025Q4: 8,285 shares 8,285 $874K 0.1% +326 Timeline DWM 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: 12,036 shares; 2024Q4: 12,036 shares; 2025Q1: 11,891 shares; 2025Q2: 11,891 shares; 2025Q3: 12,261 shares; 2025Q4: 12,636 shares 12,636 $869K 0.1% +375 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,415 shares; 2025Q4: 28,733 shares 28,733 $868K 0.1% +318 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 6,918 shares; 2025Q1: 8,395 shares; 2025Q2: 12,837 shares; 2025Q3: 13,186 shares; 2025Q4: 12,853 shares 12,853 $865K 0.09% -333 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: 1,381 shares; 2024Q4: 1,265 shares; 2025Q1: 2,244 shares; 2025Q2: 2,000 shares; 2025Q3: 1,990 shares; 2025Q4: 2,009 shares 2,009 $857K 0.09% +19 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,785 shares; 2024Q4: 19,004 shares; 2025Q1: 17,609 shares; 2025Q2: 18,484 shares; 2025Q3: 18,592 shares; 2025Q4: 19,185 shares 19,185 $851K 0.09% +593 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,228 shares; 2024Q4: 16,064 shares; 2025Q1: 14,261 shares; 2025Q2: 14,522 shares; 2025Q3: 16,456 shares; 2025Q4: 16,246 shares 16,246 $845K 0.09% -210 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: 742 shares; 2024Q4: 640 shares; 2025Q1: 633 shares; 2025Q2: 942 shares; 2025Q3: 968 shares; 2025Q4: 980 shares 980 $845K 0.09% +12 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,685 shares; 2025Q4: 19,800 shares 19,800 $842K 0.09% +4,115 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: 22,656 shares; 2024Q4: 17,602 shares; 2025Q1: 8,068 shares; 2025Q2: 9,323 shares; 2025Q3: 7,261 shares; 2025Q4: 7,211 shares 7,211 $841K 0.09% -50 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,048 shares; 2024Q4: 6,958 shares; 2025Q1: 12,440 shares; 2025Q2: 14,279 shares; 2025Q3: 15,910 shares; 2025Q4: 19,176 shares 19,176 $837K 0.09% +3,266 Timeline TDVI 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: 21,996 shares; 2025Q4: 29,950 shares 29,950 $831K 0.09% +7,954 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: 12,547 shares 12,547 $821K 0.09% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 662 shares; 2025Q1: 763 shares; 2025Q2: 777 shares; 2025Q3: 768 shares; 2025Q4: 766 shares 766 $820K 0.09% -2 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: 15,568 shares; 2024Q4: 9,032 shares; 2025Q1: 9,311 shares; 2025Q2: 9,680 shares; 2025Q3: 9,946 shares; 2025Q4: 9,878 shares 9,878 $793K 0.09% -68 Timeline TBIL RBB FD INC More: the full row for RBB FD 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: 4,003 shares; 2025Q2: 4,045 shares; 2025Q3: 4,089 shares; 2025Q4: 15,609 shares 15,609 $779K 0.09% +11,520 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,951 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,998 shares; 2025Q3: 10,115 shares; 2025Q4: 16,828 shares 16,828 $763K 0.08% +6,713 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: 831 shares; 2024Q4: 709 shares; 2025Q1: 752 shares; 2025Q2: 1,143 shares; 2025Q3: 909 shares; 2025Q4: 8,084 shares 8,084 $758K 0.08% +7,175 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: 34,714 shares; 2024Q4: 29,715 shares; 2025Q1: 27,939 shares; 2025Q2: 24,109 shares; 2025Q3: 25,853 shares; 2025Q4: 25,192 shares 25,192 $753K 0.08% -661 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: 1,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 3,945 shares; 2025Q4: 4,835 shares 4,835 $740K 0.08% +890 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: 3,861 shares; 2024Q4: 3,539 shares; 2025Q1: 3,537 shares; 2025Q2: 3,161 shares; 2025Q3: 3,146 shares; 2025Q4: 2,990 shares 2,990 $739K 0.08% -156 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,110 shares; 2024Q4: 58,146 shares; 2025Q1: 52,668 shares; 2025Q2: 48,338 shares; 2025Q3: 52,858 shares; 2025Q4: 49,658 shares 49,658 $735K 0.08% -3,200 Timeline ESGU 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: 5,448 shares; 2024Q4: 5,423 shares; 2025Q1: 5,423 shares; 2025Q2: 4,715 shares; 2025Q3: 4,770 shares; 2025Q4: 4,825 shares 4,825 $719K 0.08% +55 Timeline ARKW 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: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,200 shares; 2025Q2: 5,150 shares; 2025Q3: 5,000 shares; 2025Q4: 4,850 shares 4,850 $716K 0.08% -150 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,698 shares 11,698 $714K 0.08% new 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: 2,442 shares; 2024Q4: 1,750 shares; 2025Q1: 1,551 shares; 2025Q2: 1,918 shares; 2025Q3: 2,369 shares; 2025Q4: 2,346 shares 2,346 $713K 0.08% -23 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,182 shares; 2025Q4: 7,520 shares 7,520 $708K 0.08% -4,662 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: 11,344 shares; 2024Q4: 7,101 shares; 2025Q1: 6,137 shares; 2025Q2: 6,567 shares; 2025Q3: 6,559 shares; 2025Q4: 7,422 shares 7,422 $692K 0.08% +863 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: 2,389 shares; 2024Q4: 2,622 shares; 2025Q1: 2,539 shares; 2025Q2: 2,591 shares; 2025Q3: 3,116 shares; 2025Q4: 3,100 shares 3,100 $681K 0.07% -16 Timeline BGDV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,745 shares 24,745 $678K 0.07% new 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: 5,722 shares; 2024Q4: 5,199 shares; 2025Q1: 4,956 shares; 2025Q2: 4,938 shares; 2025Q3: 5,341 shares; 2025Q4: 5,102 shares 5,102 $677K 0.07% -239 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,171 shares; 2025Q3: 60,796 shares; 2025Q4: 63,105 shares 63,105 $676K 0.07% +2,309 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 2,576 shares; 2025Q1: 2,017 shares; 2025Q2: 2,639 shares; 2025Q3: 2,162 shares; 2025Q4: 2,034 shares 2,034 $672K 0.07% -128 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: 1,308 shares; 2024Q4: 1,112 shares; 2025Q1: 827 shares; 2025Q2: 1,681 shares; 2025Q3: 1,910 shares; 2025Q4: 1,940 shares 1,940 $668K 0.07% +30 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: 6,737 shares; 2024Q4: 1,850 shares; 2025Q1: 2,173 shares; 2025Q2: 1,905 shares; 2025Q3: 3,174 shares; 2025Q4: 2,159 shares 2,159 $665K 0.07% -1,015 Timeline VRIG 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: 29,067 shares; 2025Q2: 28,369 shares; 2025Q3: 24,074 shares; 2025Q4: 26,327 shares 26,327 $661K 0.07% +2,253 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: 4,339 shares; 2024Q4: 3,891 shares; 2025Q1: 3,974 shares; 2025Q2: 3,885 shares; 2025Q3: 8,793 shares; 2025Q4: 9,812 shares 9,812 $660K 0.07% +1,019 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: 2,437 shares; 2024Q4: 4,101 shares; 2025Q1: 3,327 shares; 2025Q2: 3,306 shares; 2025Q3: 3,311 shares; 2025Q4: 3,300 shares 3,300 $659K 0.07% -11 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,635 shares; 2024Q4: 31,375 shares; 2025Q1: 28,613 shares; 2025Q2: 27,548 shares; 2025Q3: 27,918 shares; 2025Q4: 27,018 shares 27,018 $655K 0.07% -900 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,561 shares; 2025Q1: 12,619 shares; 2025Q2: 13,672 shares; 2025Q3: 15,047 shares; 2025Q4: 16,970 shares 16,970 $654K 0.07% +1,923 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: 7,202 shares; 2024Q4: 7,202 shares; 2025Q1: 7,202 shares; 2025Q2: 7,277 shares; 2025Q3: 7,281 shares; 2025Q4: 7,606 shares 7,606 $649K 0.07% +325 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: 11,007 shares; 2024Q4: 4,015 shares; 2025Q1: 3,719 shares; 2025Q2: 3,230 shares; 2025Q3: 3,464 shares; 2025Q4: 3,703 shares 3,703 $642K 0.07% +239 Timeline CSM 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: 8,015 shares 8,015 $639K 0.07% new Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,900 shares; 2025Q1: 9,900 shares; 2025Q2: 21,150 shares; 2025Q3: 22,010 shares; 2025Q4: 22,310 shares 22,310 $638K 0.07% +300 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: 3,626 shares; 2024Q4: 2,878 shares; 2025Q1: 2,953 shares; 2025Q2: 2,416 shares; 2025Q3: 2,710 shares; 2025Q4: 3,971 shares 3,971 $637K 0.07% +1,261 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,923 shares; 2024Q4: 2,651 shares; 2025Q1: 2,288 shares; 2025Q2: 1,920 shares; 2025Q3: 1,880 shares; 2025Q4: 1,830 shares 1,830 $631K 0.07% -50 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: 2,663 shares; 2024Q4: 2,813 shares; 2025Q1: 3,258 shares; 2025Q2: 1,394 shares; 2025Q3: 2,903 shares; 2025Q4: 2,900 shares 2,900 $630K 0.07% -3 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: 5,519 shares; 2024Q4: 4,989 shares; 2025Q1: 4,105 shares; 2025Q2: 5,633 shares; 2025Q3: 3,920 shares; 2025Q4: 4,047 shares 4,047 $622K 0.07% +127 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,090 shares; 2024Q4: 9,110 shares; 2025Q1: 9,110 shares; 2025Q2: 9,110 shares; 2025Q3: 9,910 shares; 2025Q4: 9,710 shares 9,710 $620K 0.07% -200 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: 495 shares; 2024Q4: 495 shares; 2025Q1: 520 shares; 2025Q2: 521 shares; 2025Q3: 651 shares; 2025Q4: 701 shares 701 $616K 0.07% +50 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: 3,211 shares; 2024Q4: 1,409 shares; 2025Q1: 805 shares; 2025Q2: 1,262 shares; 2025Q3: 1,096 shares; 2025Q4: 1,073 shares 1,073 $615K 0.07% -23 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,549 shares; 2025Q4: 8,089 shares 8,089 $610K 0.07% +4,540 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,922 shares; 2025Q4: 2,130 shares 2,130 $608K 0.07% +208 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,944 shares; 2024Q4: 7,428 shares; 2025Q1: 8,246 shares; 2025Q2: 7,130 shares; 2025Q3: 7,080 shares; 2025Q4: 6,865 shares 6,865 $606K 0.07% -215 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,373 shares; 2024Q4: 17,235 shares; 2025Q1: 17,511 shares; 2025Q2: 17,315 shares; 2025Q3: 17,480 shares; 2025Q4: 17,628 shares 17,628 $606K 0.07% +148 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 42,856 shares 42,856 $606K 0.07% new 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: 7,211 shares; 2024Q4: 6,604 shares; 2025Q1: 5,292 shares; 2025Q2: 5,292 shares; 2025Q3: 4,100 shares; 2025Q4: 6,258 shares 6,258 $602K 0.07% +2,158 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,437 shares; 2025Q4: 3,587 shares 3,587 $602K 0.07% +150 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,237 shares; 2024Q4: 2,883 shares; 2025Q1: 1,568 shares; 2025Q2: 1,568 shares; 2025Q3: 3,122 shares; 2025Q4: 2,733 shares 2,733 $601K 0.07% -389 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: 5,830 shares; 2024Q4: 5,063 shares; 2025Q1: 5,474 shares; 2025Q2: 5,300 shares; 2025Q3: 7,554 shares; 2025Q4: 5,071 shares 5,071 $594K 0.07% -2,483 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,714 shares; 2024Q4: 4,342 shares; 2025Q1: 5,009 shares; 2025Q2: 5,112 shares; 2025Q3: 5,471 shares; 2025Q4: 5,096 shares 5,096 $588K 0.06% -375 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,307 shares; 2025Q1: 20,742 shares; 2025Q2: 20,742 shares; 2025Q3: 39,726 shares; 2025Q4: 39,545 shares 39,545 $584K 0.06% -181 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,373 shares; 2024Q4: 18,161 shares; 2025Q1: 18,051 shares; 2025Q2: 18,965 shares; 2025Q3: 19,840 shares; 2025Q4: 21,148 shares 21,148 $579K 0.06% +1,308 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: 5,637 shares; 2024Q4: 7,037 shares; 2025Q1: 5,039 shares; 2025Q2: 4,293 shares; 2025Q3: 5,175 shares; 2025Q4: 5,040 shares 5,040 $573K 0.06% -135 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,129 shares; 2024Q4: 25,853 shares; 2025Q1: 27,400 shares; 2025Q2: 29,307 shares; 2025Q3: 29,379 shares; 2025Q4: 29,415 shares 29,415 $563K 0.06% +36 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: 4,026 shares; 2024Q4: 3,649 shares; 2025Q1: 2,915 shares; 2025Q2: 2,866 shares; 2025Q3: 2,847 shares; 2025Q4: 2,729 shares 2,729 $561K 0.06% -118 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,210 shares; 2024Q4: 11,314 shares; 2025Q1: 13,349 shares; 2025Q2: 8,171 shares; 2025Q3: 8,265 shares; 2025Q4: 7,695 shares 7,695 $558K 0.06% -570 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,189 shares; 2025Q2: 3,800 shares; 2025Q3: 4,037 shares; 2025Q4: 5,527 shares 5,527 $558K 0.06% +1,490 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,462 shares; 2025Q4: 6,364 shares 6,364 $557K 0.06% +902 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,659 shares; 2024Q4: 3,101 shares; 2025Q1: 3,079 shares; 2025Q2: 3,085 shares; 2025Q3: 3,021 shares; 2025Q4: 3,413 shares 3,413 $555K 0.06% +392 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: 982 shares; 2024Q4: 976 shares; 2025Q1: 879 shares; 2025Q2: 853 shares; 2025Q3: 980 shares; 2025Q4: 969 shares 969 $553K 0.06% -11 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,456 shares; 2024Q4: 15,603 shares; 2025Q1: 17,980 shares; 2025Q2: 19,335 shares; 2025Q3: 21,550 shares; 2025Q4: 27,292 shares 27,292 $552K 0.06% +5,742 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,949 shares; 2025Q4: 13,989 shares 13,989 $551K 0.06% +2,040 Timeline MDIV 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: 25,495 shares; 2024Q4: 25,495 shares; 2025Q1: 25,495 shares; 2025Q2: 25,495 shares; 2025Q3: 32,117 shares; 2025Q4: 34,989 shares 34,989 $550K 0.06% +2,872 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,036 shares; 2024Q4: 21,261 shares; 2025Q1: 33,621 shares; 2025Q2: 22,448 shares; 2025Q3: 20,828 shares; 2025Q4: 12,283 shares 12,283 $545K 0.06% -8,545 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: 1,594 shares; 2025Q1: 1,507 shares; 2025Q2: 1,555 shares; 2025Q3: 2,968 shares; 2025Q4: 2,232 shares 2,232 $538K 0.06% -736 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: not reported; 2025Q1: 4,768 shares; 2025Q2: 7,110 shares; 2025Q3: 8,549 shares; 2025Q4: 8,968 shares 8,968 $538K 0.06% +419 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,655 shares; 2025Q4: 5,695 shares 5,695 $536K 0.06% +1,040 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,418 shares; 2024Q4: 8,057 shares; 2025Q1: 8,285 shares; 2025Q2: 8,177 shares; 2025Q3: 9,185 shares; 2025Q4: 8,286 shares 8,286 $533K 0.06% -899 Timeline DURA 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: 16,064 shares; 2024Q4: 15,825 shares; 2025Q1: 15,624 shares; 2025Q2: 15,694 shares; 2025Q3: 15,520 shares; 2025Q4: 15,673 shares 15,673 $530K 0.06% +153 Timeline JGRO 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: 4,478 shares; 2025Q2: 4,936 shares; 2025Q3: 4,966 shares; 2025Q4: 5,644 shares 5,644 $524K 0.06% +678 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,526 shares; 2025Q1: 2,625 shares; 2025Q2: 2,442 shares; 2025Q3: 2,531 shares; 2025Q4: 2,986 shares 2,986 $516K 0.06% +455 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,990 shares; 2024Q4: 6,423 shares; 2025Q1: 5,935 shares; 2025Q2: 5,216 shares; 2025Q3: 5,081 shares; 2025Q4: 4,813 shares 4,813 $505K 0.06% -268 Timeline GSLC 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: 9,519 shares; 2024Q4: 5,653 shares; 2025Q1: 4,762 shares; 2025Q2: 3,861 shares; 2025Q3: 3,861 shares; 2025Q4: 3,809 shares 3,809 $504K 0.06% -52 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: 7,176 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,156 shares; 2025Q3: 6,166 shares; 2025Q4: 7,771 shares 7,771 $501K 0.05% +1,605 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: 1,108 shares; 2024Q4: 1,033 shares; 2025Q1: 1,031 shares; 2025Q2: 1,011 shares; 2025Q3: 1,137 shares; 2025Q4: 1,415 shares 1,415 $497K 0.05% +278 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,439 shares; 2025Q4: 9,653 shares 9,653 $491K 0.05% +214 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,665 shares; 2024Q4: 9,679 shares; 2025Q1: 11,247 shares; 2025Q2: 11,143 shares; 2025Q3: 11,679 shares; 2025Q4: 12,320 shares 12,320 $488K 0.05% +641 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: 1,402 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,027 shares; 2025Q4: 2,272 shares 2,272 $487K 0.05% -1,755 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: 2,225 shares; 2024Q4: 1,817 shares; 2025Q1: 1,082 shares; 2025Q2: 1,082 shares; 2025Q3: 1,048 shares; 2025Q4: 1,175 shares 1,175 $485K 0.05% +127 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,330 shares; 2025Q1: 3,181 shares; 2025Q2: 2,789 shares; 2025Q3: 2,767 shares; 2025Q4: 2,655 shares 2,655 $481K 0.05% -112 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,934 shares; 2024Q4: 35,585 shares; 2025Q1: 34,779 shares; 2025Q2: 30,756 shares; 2025Q3: 30,719 shares; 2025Q4: 29,821 shares 29,821 $481K 0.05% -898 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,145 shares; 2024Q4: 5,508 shares; 2025Q1: 5,968 shares; 2025Q2: 4,913 shares; 2025Q3: 4,871 shares; 2025Q4: 4,680 shares 4,680 $479K 0.05% -191 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: 1,553 shares; 2024Q4: 1,564 shares; 2025Q1: 1,512 shares; 2025Q2: 1,633 shares; 2025Q3: 1,758 shares; 2025Q4: 1,767 shares 1,767 $479K 0.05% +9 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: 639 shares; 2024Q4: 1,428 shares; 2025Q1: 1,630 shares; 2025Q2: 1,530 shares; 2025Q3: 2,445 shares; 2025Q4: 2,597 shares 2,597 $478K 0.05% +152 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: 11,459 shares; 2024Q4: 10,240 shares; 2025Q1: 8,926 shares; 2025Q2: 4,432 shares; 2025Q3: 3,900 shares; 2025Q4: 3,886 shares 3,886 $477K 0.05% -14 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,539 shares; 2024Q4: 7,776 shares; 2025Q1: 8,142 shares; 2025Q2: 6,794 shares; 2025Q3: 6,700 shares; 2025Q4: 6,379 shares 6,379 $474K 0.05% -321 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: 6,582 shares; 2024Q4: 5,801 shares; 2025Q1: 5,907 shares; 2025Q2: 6,521 shares; 2025Q3: 5,265 shares; 2025Q4: 5,433 shares 5,433 $474K 0.05% +168 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,411 shares; 2025Q4: 4,411 shares 4,411 $472K 0.05% 0 Timeline QGRW 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: not reported; 2025Q3: 9,173 shares; 2025Q4: 7,948 shares 7,948 $466K 0.05% -1,225 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: 479 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares 600 $460K 0.05% new 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: 2,501 shares; 2024Q4: 3,282 shares; 2025Q1: 3,221 shares; 2025Q2: 2,557 shares; 2025Q3: 2,441 shares; 2025Q4: 2,348 shares 2,348 $458K 0.05% -93 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,140 shares; 2025Q2: 24,450 shares; 2025Q3: 20,495 shares; 2025Q4: 19,541 shares 19,541 $458K 0.05% -954 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,189 shares; 2024Q4: 6,612 shares; 2025Q1: 7,078 shares; 2025Q2: 6,725 shares; 2025Q3: 7,111 shares; 2025Q4: 7,061 shares 7,061 $456K 0.05% -50 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,920 shares; 2024Q4: 4,693 shares; 2025Q1: 4,452 shares; 2025Q2: 4,472 shares; 2025Q3: 4,367 shares; 2025Q4: 4,384 shares 4,384 $454K 0.05% +17 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,358 shares; 2024Q4: 6,358 shares; 2025Q1: 6,358 shares; 2025Q2: 6,358 shares; 2025Q3: 8,458 shares; 2025Q4: 7,558 shares 7,558 $450K 0.05% -900 Timeline BWLP BW LPG LTD More: the full row for BW LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,150 shares; 2025Q1: 27,150 shares; 2025Q2: 31,150 shares; 2025Q3: 34,261 shares; 2025Q4: 34,261 shares 34,261 $449K 0.05% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 3,824 shares; 2025Q1: 3,850 shares; 2025Q2: 3,288 shares; 2025Q3: 3,199 shares; 2025Q4: 3,436 shares 3,436 $448K 0.05% +237 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,672 shares; 2024Q4: 26,881 shares; 2025Q1: 25,948 shares; 2025Q2: 24,119 shares; 2025Q3: 23,944 shares; 2025Q4: 23,520 shares 23,520 $445K 0.05% -424 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,942 shares; 2024Q4: 9,813 shares; 2025Q1: 12,079 shares; 2025Q2: 11,997 shares; 2025Q3: 11,875 shares; 2025Q4: 9,585 shares 9,585 $442K 0.05% -2,290 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: 20,667 shares; 2024Q4: 18,486 shares; 2025Q1: 17,078 shares; 2025Q2: 14,070 shares; 2025Q3: 12,380 shares; 2025Q4: 11,957 shares 11,957 $441K 0.05% -423 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,610 shares; 2024Q4: 3,309 shares; 2025Q1: 3,468 shares; 2025Q2: 2,897 shares; 2025Q3: 2,782 shares; 2025Q4: 2,627 shares 2,627 $440K 0.05% -155 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,593 shares; 2024Q4: 13,294 shares; 2025Q1: 17,484 shares; 2025Q2: 19,093 shares; 2025Q3: 17,462 shares; 2025Q4: 18,728 shares 18,728 $438K 0.05% +1,266 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,049 shares; 2025Q2: 20,469 shares; 2025Q3: 17,346 shares; 2025Q4: 16,152 shares 16,152 $438K 0.05% -1,194 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN 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: not reported; 2025Q2: 7,158 shares; 2025Q3: 10,287 shares; 2025Q4: 9,118 shares 9,118 $438K 0.05% -1,169 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: 11,982 shares; 2024Q4: 10,159 shares; 2025Q1: 8,573 shares; 2025Q2: 7,373 shares; 2025Q3: 6,942 shares; 2025Q4: 5,509 shares 5,509 $437K 0.05% -1,433 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,388 shares; 2024Q4: 9,495 shares; 2025Q1: 8,903 shares; 2025Q2: 7,723 shares; 2025Q3: 6,717 shares; 2025Q4: 6,513 shares 6,513 $436K 0.05% -204 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 932 shares; 2025Q4: 928 shares 928 $435K 0.05% -4 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,992 shares; 2025Q1: 13,962 shares; 2025Q2: 14,052 shares; 2025Q3: 14,247 shares; 2025Q4: 19,951 shares 19,951 $432K 0.05% +5,704 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,612 shares; 2025Q1: 2,612 shares; 2025Q2: 2,487 shares; 2025Q3: 2,487 shares; 2025Q4: 2,487 shares 2,487 $432K 0.05% 0 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: 9,985 shares; 2024Q4: 9,185 shares; 2025Q1: 7,594 shares; 2025Q2: 7,873 shares; 2025Q3: 7,873 shares; 2025Q4: 7,859 shares 7,859 $430K 0.05% -14 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 873 shares; 2025Q3: not reported; 2025Q4: 1,324 shares 1,324 $429K 0.05% new 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: 2,012 shares; 2024Q4: 1,343 shares; 2025Q1: 1,340 shares; 2025Q2: 2,157 shares; 2025Q3: 2,073 shares; 2025Q4: 2,052 shares 2,052 $428K 0.05% -21 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,726 shares; 2024Q4: 11,726 shares; 2025Q1: 10,752 shares; 2025Q2: 10,752 shares; 2025Q3: 10,752 shares; 2025Q4: 10,752 shares 10,752 $426K 0.05% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND 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: 9,861 shares; 2025Q2: 8,186 shares; 2025Q3: 7,989 shares; 2025Q4: 7,372 shares 7,372 $424K 0.05% -617 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,561 shares; 2025Q4: 4,599 shares 4,599 $418K 0.05% +38 Timeline ARKG 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: 15,681 shares; 2025Q3: 14,515 shares; 2025Q4: 14,290 shares 14,290 $414K 0.05% -225 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,107 shares; 2024Q4: 8,724 shares; 2025Q1: 3,754 shares; 2025Q2: 3,586 shares; 2025Q3: 3,766 shares; 2025Q4: 3,747 shares 3,747 $413K 0.05% -19 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: 2,293 shares; 2024Q4: 2,264 shares; 2025Q1: 1,876 shares; 2025Q2: not reported; 2025Q3: 2,461 shares; 2025Q4: 2,966 shares 2,966 $409K 0.04% +505 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,331 shares; 2024Q4: 8,023 shares; 2025Q1: 8,353 shares; 2025Q2: 9,066 shares; 2025Q3: 9,327 shares; 2025Q4: 5,845 shares 5,845 $406K 0.04% -3,482 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,571 shares; 2025Q4: 10,066 shares 10,066 $405K 0.04% -505 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: 2,844 shares; 2024Q4: 2,905 shares; 2025Q1: 2,536 shares; 2025Q2: 2,536 shares; 2025Q3: 3,383 shares; 2025Q4: 3,378 shares 3,378 $405K 0.04% -5 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,242 shares; 2024Q4: 7,040 shares; 2025Q1: 6,889 shares; 2025Q2: 6,921 shares; 2025Q3: 6,229 shares; 2025Q4: 5,934 shares 5,934 $398K 0.04% -295 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,577 shares; 2024Q4: 8,117 shares; 2025Q1: 8,149 shares; 2025Q2: 8,311 shares; 2025Q3: 8,375 shares; 2025Q4: 8,430 shares 8,430 $394K 0.04% +55 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,009 shares 20,009 $392K 0.04% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,011 shares; 2025Q2: 9,018 shares; 2025Q3: 8,578 shares; 2025Q4: 8,995 shares 8,995 $389K 0.04% +417 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: 1,257 shares; 2024Q4: 1,174 shares; 2025Q1: 1,098 shares; 2025Q2: 1,133 shares; 2025Q3: 1,396 shares; 2025Q4: 1,442 shares 1,442 $387K 0.04% +46 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: 5,908 shares 5,908 $386K 0.04% new 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: 5,636 shares; 2024Q4: 4,017 shares; 2025Q1: 2,973 shares; 2025Q2: 2,602 shares; 2025Q3: 2,573 shares; 2025Q4: 2,406 shares 2,406 $385K 0.04% -167 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,091 shares; 2024Q4: 1,638 shares; 2025Q1: 1,461 shares; 2025Q2: 2,012 shares; 2025Q3: 1,531 shares; 2025Q4: 1,494 shares 1,494 $384K 0.04% -37 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING 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: 48,105 shares; 2025Q2: 46,405 shares; 2025Q3: 39,140 shares; 2025Q4: 37,440 shares 37,440 $384K 0.04% -1,700 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,423 shares; 2025Q1: 6,957 shares; 2025Q2: 7,552 shares; 2025Q3: 7,576 shares; 2025Q4: 9,903 shares 9,903 $380K 0.04% +2,327 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: 2,338 shares; 2024Q4: 2,338 shares; 2025Q1: 2,296 shares; 2025Q2: 2,271 shares; 2025Q3: 2,318 shares; 2025Q4: 2,318 shares 2,318 $379K 0.04% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,225 shares; 2025Q1: 5,096 shares; 2025Q2: 4,989 shares; 2025Q3: 5,062 shares; 2025Q4: 7,070 shares 7,070 $377K 0.04% +2,008 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,751 shares 2,751 $377K 0.04% new 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: 2,562 shares; 2024Q4: 1,849 shares; 2025Q1: 1,860 shares; 2025Q2: 2,088 shares; 2025Q3: 3,789 shares; 2025Q4: 2,023 shares 2,023 $374K 0.04% -1,766 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 3,643 shares; 2025Q1: 3,962 shares; 2025Q2: 4,852 shares; 2025Q3: 6,574 shares; 2025Q4: 8,044 shares 8,044 $374K 0.04% +1,470 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: 2,100 shares; 2024Q4: 836 shares; 2025Q1: 571 shares; 2025Q2: 1,442 shares; 2025Q3: 780 shares; 2025Q4: 801 shares 801 $373K 0.04% +21 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: 21,555 shares; 2024Q4: 12,997 shares; 2025Q1: 4,320 shares; 2025Q2: not reported; 2025Q3: 5,701 shares; 2025Q4: 5,970 shares 5,970 $373K 0.04% +269 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,749 shares; 2024Q4: 5,188 shares; 2025Q1: 5,188 shares; 2025Q2: 5,489 shares; 2025Q3: 5,159 shares; 2025Q4: 5,048 shares 5,048 $373K 0.04% -111 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: 832 shares; 2024Q4: 744 shares; 2025Q1: 769 shares; 2025Q2: 752 shares; 2025Q3: 1,103 shares; 2025Q4: 1,158 shares 1,158 $369K 0.04% +55 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,397 shares; 2025Q4: 3,580 shares 3,580 $367K 0.04% +183 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: 866 shares; 2024Q4: 786 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,293 shares; 2025Q4: 1,263 shares 1,263 $365K 0.04% -30 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,704 shares; 2024Q4: 5,321 shares; 2025Q1: 4,496 shares; 2025Q2: 4,595 shares; 2025Q3: 4,622 shares; 2025Q4: 4,476 shares 4,476 $359K 0.04% -146 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,507 shares; 2025Q4: 4,208 shares 4,208 $358K 0.04% +701 Timeline GOVT 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: 14,317 shares; 2025Q4: 15,489 shares 15,489 $357K 0.04% +1,172 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,200 shares; 2025Q1: 15,200 shares; 2025Q2: 15,200 shares; 2025Q3: 18,435 shares; 2025Q4: 18,455 shares 18,455 $355K 0.04% +20 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 469 shares; 2025Q3: 556 shares; 2025Q4: 541 shares 541 $354K 0.04% -15 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,861 shares; 2025Q3: 6,610 shares; 2025Q4: 7,952 shares 7,952 $354K 0.04% +1,342 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: 593 shares; 2024Q4: 519 shares; 2025Q1: 579 shares; 2025Q2: 508 shares; 2025Q3: 656 shares; 2025Q4: 610 shares 610 $353K 0.04% -46 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 1,798 shares; 2025Q1: 1,744 shares; 2025Q2: 1,674 shares; 2025Q3: 2,099 shares; 2025Q4: 2,099 shares 2,099 $353K 0.04% 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: 965 shares; 2024Q4: 1,006 shares; 2025Q1: not reported; 2025Q2: 863 shares; 2025Q3: 926 shares; 2025Q4: 1,182 shares 1,182 $347K 0.04% +256 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,681 shares 9,681 $345K 0.04% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,071 shares; 2024Q4: 7,071 shares; 2025Q1: 6,446 shares; 2025Q2: 6,752 shares; 2025Q3: 6,752 shares; 2025Q4: 6,752 shares 6,752 $345K 0.04% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,554 shares; 2024Q4: 7,296 shares; 2025Q1: 7,071 shares; 2025Q2: 7,978 shares; 2025Q3: 8,553 shares; 2025Q4: 8,945 shares 8,945 $343K 0.04% +392 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,906 shares; 2024Q4: 19,795 shares; 2025Q1: 27,181 shares; 2025Q2: 20,316 shares; 2025Q3: 18,620 shares; 2025Q4: 19,825 shares 19,825 $342K 0.04% +1,205 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,473 shares; 2024Q4: 5,216 shares; 2025Q1: 4,714 shares; 2025Q2: 4,204 shares; 2025Q3: 3,756 shares; 2025Q4: 3,846 shares 3,846 $341K 0.04% +90 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: 16,275 shares; 2024Q4: 15,950 shares; 2025Q1: 16,950 shares; 2025Q2: 25,494 shares; 2025Q3: 27,745 shares; 2025Q4: 28,785 shares 28,785 $341K 0.04% +1,040 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,636 shares; 2025Q4: 3,652 shares 3,652 $338K 0.04% +16 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: 1,978 shares; 2024Q4: 1,713 shares; 2025Q1: 1,417 shares; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,267 shares 1,267 $336K 0.04% -233 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,862 shares; 2024Q4: 17,481 shares; 2025Q1: 17,372 shares; 2025Q2: not reported; 2025Q3: 3,743 shares; 2025Q4: 3,649 shares 3,649 $333K 0.04% -94 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 922 shares; 2025Q1: 1,023 shares; 2025Q2: 894 shares; 2025Q3: 899 shares; 2025Q4: 1,217 shares 1,217 $332K 0.04% +318 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,608 shares; 2025Q4: 9,407 shares 9,407 $332K 0.04% +1,799 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,201 shares 13,201 $330K 0.04% new Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,950 shares; 2025Q3: 6,950 shares; 2025Q4: 6,950 shares 6,950 $330K 0.04% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,456 shares; 2025Q2: 8,021 shares; 2025Q3: 9,478 shares; 2025Q4: 9,705 shares 9,705 $329K 0.04% +227 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,774 shares; 2025Q3: 7,451 shares; 2025Q4: 7,386 shares 7,386 $328K 0.04% -65 Timeline JPUS 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: 3,130 shares; 2024Q4: 3,130 shares; 2025Q1: 2,630 shares; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares 2,630 $326K 0.04% 0 Timeline XRN CHIRON REAL ESTATE INC More: the full row for CHIRON REAL ESTATE 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: 9,572 shares; 2025Q4: 9,640 shares 9,640 $325K 0.04% +68 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 1,612 shares; 2025Q4: 4,482 shares 4,482 $321K 0.04% +2,870 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI 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: 362 shares; 2025Q3: 362 shares; 2025Q4: 1,113 shares 1,113 $320K 0.04% +751 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 243 shares; 2025Q4: 299 shares 299 $320K 0.04% +56 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,218 shares; 2025Q2: 16,168 shares; 2025Q3: 17,937 shares; 2025Q4: 18,076 shares 18,076 $319K 0.04% +139 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,470 shares; 2024Q4: 23,796 shares; 2025Q1: 12,594 shares; 2025Q2: 8,663 shares; 2025Q3: 11,597 shares; 2025Q4: 11,564 shares 11,564 $318K 0.03% -33 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,170 shares; 2024Q4: 2,977 shares; 2025Q1: 3,196 shares; 2025Q2: 2,527 shares; 2025Q3: 2,494 shares; 2025Q4: 2,423 shares 2,423 $316K 0.03% -71 Timeline XHB 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: 7,379 shares; 2024Q4: 6,577 shares; 2025Q1: 6,360 shares; 2025Q2: 5,829 shares; 2025Q3: 3,662 shares; 2025Q4: 3,060 shares 3,060 $315K 0.03% -602 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,970 shares; 2024Q4: 15,230 shares; 2025Q1: 14,175 shares; 2025Q2: 10,412 shares; 2025Q3: 9,140 shares; 2025Q4: 8,239 shares 8,239 $312K 0.03% -901 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 1,364 shares; 2025Q1: 1,436 shares; 2025Q2: 1,468 shares; 2025Q3: 1,508 shares; 2025Q4: 1,484 shares 1,484 $309K 0.03% -24 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 1,088 shares; 2025Q4: 983 shares 983 $308K 0.03% -105 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: 2,496 shares; 2024Q4: 2,496 shares; 2025Q1: 2,250 shares; 2025Q2: 2,230 shares; 2025Q3: 2,230 shares; 2025Q4: 2,923 shares 2,923 $304K 0.03% +693 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,415 shares; 2025Q4: 1,521 shares 1,521 $302K 0.03% +106 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,473 shares; 2024Q4: 12,464 shares; 2025Q1: 11,897 shares; 2025Q2: 11,589 shares; 2025Q3: 10,673 shares; 2025Q4: 10,675 shares 10,675 $301K 0.03% +2 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS 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: 6,232 shares; 2025Q2: 4,890 shares; 2025Q3: 4,777 shares; 2025Q4: 4,355 shares 4,355 $301K 0.03% -422 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 2,622 shares; 2025Q1: 1,833 shares; 2025Q2: 1,699 shares; 2025Q3: 2,125 shares; 2025Q4: 2,059 shares 2,059 $295K 0.03% -66 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,818 shares 1,818 $295K 0.03% new Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,142 shares; 2024Q4: 27,158 shares; 2025Q1: 31,886 shares; 2025Q2: 26,634 shares; 2025Q3: 26,566 shares; 2025Q4: 22,349 shares 22,349 $294K 0.03% -4,217 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,246 shares 2,246 $294K 0.03% new Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS 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: 2,729 shares; 2025Q4: 4,017 shares 4,017 $293K 0.03% +1,288 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: 996 shares; 2024Q4: 999 shares; 2025Q1: 1,075 shares; 2025Q2: 895 shares; 2025Q3: 1,279 shares; 2025Q4: 1,287 shares 1,287 $293K 0.03% +8 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE 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: 8,300 shares; 2025Q3: 8,300 shares; 2025Q4: 8,300 shares 8,300 $291K 0.03% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI 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: not reported; 2025Q3: 8,067 shares; 2025Q4: 11,072 shares 11,072 $290K 0.03% +3,005 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,039 shares; 2025Q4: 5,110 shares 5,110 $289K 0.03% +71 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,945 shares; 2024Q4: 5,945 shares; 2025Q1: 5,945 shares; 2025Q2: 5,945 shares; 2025Q3: 5,945 shares; 2025Q4: 5,795 shares 5,795 $289K 0.03% -150 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,244 shares; 2024Q4: 14,684 shares; 2025Q1: 14,671 shares; 2025Q2: 17,284 shares; 2025Q3: 16,374 shares; 2025Q4: 16,633 shares 16,633 $288K 0.03% +259 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE 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: 2,025 shares 2,025 $286K 0.03% new Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,954 shares 3,954 $285K 0.03% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,821 shares; 2025Q2: 1,768 shares; 2025Q3: 1,768 shares; 2025Q4: 1,768 shares 1,768 $284K 0.03% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,526 shares; 2024Q4: 5,014 shares; 2025Q1: 5,939 shares; 2025Q2: 6,944 shares; 2025Q3: 6,382 shares; 2025Q4: 6,565 shares 6,565 $284K 0.03% +183 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: 4,851 shares; 2024Q4: 5,168 shares; 2025Q1: 5,125 shares; 2025Q2: 4,214 shares; 2025Q3: 4,381 shares; 2025Q4: 4,444 shares 4,444 $283K 0.03% +63 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,161 shares; 2025Q1: 1,920 shares; 2025Q2: 1,866 shares; 2025Q3: 1,866 shares; 2025Q4: 2,222 shares 2,222 $280K 0.03% +356 Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS 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: 7,976 shares 7,976 $279K 0.03% new Timeline JPSE 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: 5,506 shares; 2024Q4: 5,506 shares; 2025Q1: 5,498 shares; 2025Q2: 5,498 shares; 2025Q3: 5,498 shares; 2025Q4: 5,498 shares 5,498 $275K 0.03% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 536 shares; 2025Q4: 313 shares 313 $275K 0.03% -223 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600 shares 1,600 $274K 0.03% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,287 shares; 2024Q4: 5,032 shares; 2025Q1: 4,707 shares; 2025Q2: 4,354 shares; 2025Q3: 5,748 shares; 2025Q4: 4,657 shares 4,657 $273K 0.03% -1,091 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: 1,580 shares; 2024Q4: 1,636 shares; 2025Q1: 1,481 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,425 shares 2,425 $272K 0.03% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,322 shares 3,322 $271K 0.03% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 762 shares; 2025Q4: 883 shares 883 $270K 0.03% +121 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: 602 shares; 2024Q4: 591 shares; 2025Q1: 640 shares; 2025Q2: 574 shares; 2025Q3: 553 shares; 2025Q4: 472 shares 472 $269K 0.03% -81 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 17,923 shares 17,923 $269K 0.03% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,902 shares; 2024Q4: 5,969 shares; 2025Q1: 6,003 shares; 2025Q2: 6,080 shares; 2025Q3: 6,428 shares; 2025Q4: 6,645 shares 6,645 $267K 0.03% +217 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,336 shares 2,336 $266K 0.03% new 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: not reported; 2025Q3: not reported; 2025Q4: 2,112 shares 2,112 $266K 0.03% new 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: 11,745 shares; 2024Q4: 5,935 shares; 2025Q1: 5,633 shares; 2025Q2: not reported; 2025Q3: 5,520 shares; 2025Q4: 5,260 shares 5,260 $265K 0.03% -260 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,867 shares; 2024Q4: 6,209 shares; 2025Q1: 6,722 shares; 2025Q2: 7,955 shares; 2025Q3: 8,009 shares; 2025Q4: 7,059 shares 7,059 $264K 0.03% -950 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,545 shares; 2025Q2: 3,545 shares; 2025Q3: 3,545 shares; 2025Q4: 3,545 shares 3,545 $261K 0.03% 0 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: 7,898 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,090 shares; 2025Q4: 3,512 shares 3,512 $260K 0.03% +422 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: 1,054 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,142 shares; 2025Q4: 1,124 shares 1,124 $260K 0.03% -18 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L 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: 5,220 shares; 2025Q4: 6,528 shares 6,528 $258K 0.03% +1,308 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,197 shares 5,197 $258K 0.03% new Timeline VONE 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: 1,228 shares; 2024Q4: 1,028 shares; 2025Q1: 1,028 shares; 2025Q2: 1,028 shares; 2025Q3: 828 shares; 2025Q4: 828 shares 828 $256K 0.03% 0 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,312 shares; 2025Q2: 5,325 shares; 2025Q3: 6,232 shares; 2025Q4: 5,227 shares 5,227 $254K 0.03% -1,005 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,654 shares; 2025Q2: 8,282 shares; 2025Q3: 6,979 shares; 2025Q4: 6,631 shares 6,631 $254K 0.03% -348 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,955 shares; 2025Q2: 1,887 shares; 2025Q3: 1,887 shares; 2025Q4: 1,787 shares 1,787 $252K 0.03% -100 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,288 shares 2,288 $251K 0.03% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,474 shares; 2024Q4: 884 shares; 2025Q1: 897 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares 864 $251K 0.03% 0 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: 7,946 shares; 2024Q4: 4,645 shares; 2025Q1: 4,654 shares; 2025Q2: 4,642 shares; 2025Q3: 4,220 shares; 2025Q4: 4,230 shares 4,230 $248K 0.03% +10 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: not reported; 2025Q1: 1,260 shares; 2025Q2: not reported; 2025Q3: 1,751 shares; 2025Q4: 1,795 shares 1,795 $248K 0.03% +44 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS 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: 12,155 shares; 2025Q3: 12,201 shares; 2025Q4: 11,678 shares 11,678 $247K 0.03% -523 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: not reported; 2025Q2: not reported; 2025Q3: 323 shares; 2025Q4: 364 shares 364 $245K 0.03% +41 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: 2,800 shares; 2025Q4: 2,800 shares 2,800 $243K 0.03% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,196 shares; 2024Q4: 2,991 shares; 2025Q1: 2,629 shares; 2025Q2: 2,373 shares; 2025Q3: 2,379 shares; 2025Q4: 2,435 shares 2,435 $242K 0.03% +56 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS 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: 836 shares; 2025Q4: 996 shares 996 $242K 0.03% +160 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: 1,103 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 834 shares; 2025Q4: 834 shares 834 $241K 0.03% 0 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: 926 shares; 2024Q4: 811 shares; 2025Q1: 785 shares; 2025Q2: 889 shares; 2025Q3: 759 shares; 2025Q4: 771 shares 771 $241K 0.03% +12 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,510 shares; 2025Q4: 6,370 shares 6,370 $241K 0.03% +860 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 5,309 shares; 2025Q2: 6,010 shares; 2025Q3: 5,985 shares; 2025Q4: 5,373 shares 5,373 $241K 0.03% -612 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: 3,803 shares; 2024Q4: 11,068 shares; 2025Q1: 10,239 shares; 2025Q2: 9,003 shares; 2025Q3: 11,703 shares; 2025Q4: 8,869 shares 8,869 $239K 0.03% -2,834 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,015 shares; 2025Q1: 979 shares; 2025Q2: 1,041 shares; 2025Q3: 967 shares; 2025Q4: 961 shares 961 $237K 0.03% -6 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: 7,867 shares; 2024Q4: 5,282 shares; 2025Q1: not reported; 2025Q2: 3,402 shares; 2025Q3: 3,387 shares; 2025Q4: 3,049 shares 3,049 $235K 0.03% -338 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,767 shares; 2025Q3: 3,508 shares; 2025Q4: 3,669 shares 3,669 $234K 0.03% +161 Timeline DVYE 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: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $234K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,876 shares 3,876 $233K 0.03% new Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,823 shares 2,823 $232K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,775 shares 5,775 $232K 0.03% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: not reported; 2025Q1: 1,729 shares; 2025Q2: 1,734 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares 1,685 $232K 0.03% 0 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: 8,607 shares; 2024Q4: 30,330 shares; 2025Q1: not reported; 2025Q2: 7,116 shares; 2025Q3: 7,116 shares; 2025Q4: 7,116 shares 7,116 $232K 0.03% 0 Timeline JMEE 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: 3,528 shares; 2025Q4: 3,593 shares 3,593 $231K 0.03% +65 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: 2,047 shares; 2025Q3: 638 shares; 2025Q4: 651 shares 651 $230K 0.03% +13 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,242 shares; 2025Q4: 8,106 shares 8,106 $226K 0.02% +864 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,088 shares; 2025Q4: 875 shares 875 $225K 0.02% -213 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,977 shares; 2024Q4: 6,827 shares; 2025Q1: 5,927 shares; 2025Q2: 5,927 shares; 2025Q3: 5,927 shares; 2025Q4: 4,777 shares 4,777 $223K 0.02% -1,150 Timeline VONV 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: 2,253 shares; 2025Q4: 2,393 shares 2,393 $221K 0.02% +140 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,321 shares 3,321 $221K 0.02% new Timeline FLQS FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,142 shares; 2025Q2: 5,329 shares; 2025Q3: 5,104 shares; 2025Q4: 5,104 shares 5,104 $220K 0.02% 0 Timeline XMPT 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: 11,846 shares; 2024Q4: 11,923 shares; 2025Q1: 10,205 shares; 2025Q2: 10,321 shares; 2025Q3: 10,453 shares; 2025Q4: 10,039 shares 10,039 $220K 0.02% -414 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,055 shares; 2025Q3: not reported; 2025Q4: 906 shares 906 $220K 0.02% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,287 shares 6,287 $218K 0.02% new Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,715 shares 1,715 $218K 0.02% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,268 shares; 2024Q4: 4,106 shares; 2025Q1: 4,658 shares; 2025Q2: 4,007 shares; 2025Q3: 3,800 shares; 2025Q4: 4,047 shares 4,047 $218K 0.02% +247 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,114 shares; 2024Q4: not reported; 2025Q1: 6,140 shares; 2025Q2: 6,311 shares; 2025Q3: 6,162 shares; 2025Q4: 6,031 shares 6,031 $211K 0.02% -131 Timeline RSPA 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: 8,151 shares; 2025Q4: 4,124 shares 4,124 $210K 0.02% -4,027 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: 876 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 318 shares; 2025Q4: 317 shares 317 $210K 0.02% -1 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY 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: 8,944 shares 8,944 $209K 0.02% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,376 shares; 2025Q1: 1,376 shares; 2025Q2: 1,376 shares; 2025Q3: 3,151 shares; 2025Q4: 3,091 shares 3,091 $208K 0.02% -60 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,320 shares; 2025Q4: 5,145 shares 5,145 $208K 0.02% -175 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 820 shares; 2025Q3: 612 shares; 2025Q4: 559 shares 559 $207K 0.02% -53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,757 shares 1,757 $206K 0.02% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,647 shares; 2024Q4: 20,218 shares; 2025Q1: 20,093 shares; 2025Q2: 19,635 shares; 2025Q3: 18,011 shares; 2025Q4: 2,744 shares 2,744 $202K 0.02% -15,267 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,506 shares; 2024Q4: 14,090 shares; 2025Q1: 13,355 shares; 2025Q2: 11,845 shares; 2025Q3: 11,879 shares; 2025Q4: 11,905 shares 11,905 $202K 0.02% +26 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL 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: 10,197 shares 10,197 $192K 0.02% new Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR 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: 11,261 shares; 2025Q3: 11,352 shares; 2025Q4: 11,441 shares 11,441 $175K 0.02% +89 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR 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: 19,464 shares; 2025Q4: 20,763 shares 20,763 $173K 0.02% +1,299 FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,529 shares; 2024Q4: 50,769 shares; 2025Q1: 37,471 shares; 2025Q2: 27,130 shares; 2025Q3: 27,130 shares; 2025Q4: 27,130 shares 27,130 $171K 0.02% 0 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: 15,800 shares; 2024Q4: 16,834 shares; 2025Q1: 10,116 shares; 2025Q2: 10,790 shares; 2025Q3: 12,132 shares; 2025Q4: 12,696 shares 12,696 $167K 0.02% +564 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,582 shares 12,582 $123K 0.01% new Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,200 shares 10,200 $119K 0.01% 0 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,200 shares 21,200 $114K 0.01% new Timeline STLN STARLING ONCOLOGY INC More: the full row for STARLING ONCOLOGY 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: 17,414 shares; 2025Q4: 11,676 shares 11,676 $41.6K <0.01% -5,738 Timeline