BSCR 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: 61,633 shares; 2024Q4: 136,170 shares; 2025Q1: 200,850 shares; 2025Q2: 241,046 shares; 2025Q3: 353,218 shares; 2025Q4: 414,884 shares 414,884 $8.19M <0.01% +61,666 Timeline ACVU HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,642 shares; 2024Q4: 40,713 shares; 2025Q1: 47,103 shares; 2025Q2: 101,204 shares; 2025Q3: 162,859 shares; 2025Q4: 297,455 shares 297,455 $8.15M <0.01% +134,596 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,357 shares; 2024Q4: 22,438 shares; 2025Q1: 29,756 shares; 2025Q2: 29,943 shares; 2025Q3: 35,431 shares; 2025Q4: 55,033 shares 55,033 $8.07M <0.01% +19,602 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,927 shares; 2024Q4: 38,441 shares; 2025Q1: 76,155 shares; 2025Q2: 120,073 shares; 2025Q3: 156,803 shares; 2025Q4: 206,239 shares 206,239 $8.02M <0.01% +49,436 Timeline BSCT 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: 57,819 shares; 2024Q4: 122,836 shares; 2025Q1: 202,440 shares; 2025Q2: 283,662 shares; 2025Q3: 351,900 shares; 2025Q4: 424,917 shares 424,917 $8M <0.01% +73,017 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: 21,516 shares; 2024Q4: 27,612 shares; 2025Q1: 33,332 shares; 2025Q2: 35,663 shares; 2025Q3: 40,322 shares; 2025Q4: 47,676 shares 47,676 $7.99M <0.01% +7,354 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: 218,588 shares; 2024Q4: 278,383 shares; 2025Q1: 304,780 shares; 2025Q2: 307,635 shares; 2025Q3: 320,160 shares; 2025Q4: 335,261 shares 335,261 $7.99M <0.01% +15,101 Timeline BSCV 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: 52,158 shares; 2024Q4: 120,600 shares; 2025Q1: 241,084 shares; 2025Q2: 305,772 shares; 2025Q3: 374,594 shares; 2025Q4: 477,569 shares 477,569 $7.97M <0.01% +102,975 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,085 shares; 2024Q4: 11,815 shares; 2025Q1: 18,081 shares; 2025Q2: 22,039 shares; 2025Q3: 32,186 shares; 2025Q4: 35,721 shares 35,721 $7.84M <0.01% +3,535 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,041 shares; 2024Q4: 28,445 shares; 2025Q1: 37,036 shares; 2025Q2: 40,811 shares; 2025Q3: 42,316 shares; 2025Q4: 57,183 shares 57,183 $7.82M <0.01% +14,867 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73 shares; 2025Q2: 1,248 shares; 2025Q3: 1,248 shares; 2025Q4: 2,094,412 shares 2,094,412 $7.75M <0.01% +2,093,164 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,486 shares; 2024Q4: 427,256 shares; 2025Q1: 660,595 shares; 2025Q2: 685,441 shares; 2025Q3: 728,716 shares; 2025Q4: 557,908 shares 557,908 $7.74M <0.01% -170,808 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,398 shares; 2024Q4: 48,969 shares; 2025Q1: 62,427 shares; 2025Q2: 72,608 shares; 2025Q3: 88,305 shares; 2025Q4: 99,980 shares 99,980 $7.74M <0.01% +11,675 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: 13,956 shares; 2024Q4: 17,650 shares; 2025Q1: 34,292 shares; 2025Q2: 51,823 shares; 2025Q3: 67,778 shares; 2025Q4: 96,925 shares 96,925 $7.73M <0.01% +29,147 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,582 shares; 2024Q4: 72,052 shares; 2025Q1: 108,640 shares; 2025Q2: 135,868 shares; 2025Q3: 149,885 shares; 2025Q4: 151,859 shares 151,859 $7.73M <0.01% +1,974 Timeline HFGO HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,894 shares; 2025Q2: 90,908 shares; 2025Q3: 170,119 shares; 2025Q4: 282,698 shares 282,698 $7.72M <0.01% +112,579 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 5,677 shares; 2025Q1: 25,815 shares; 2025Q2: 35,604 shares; 2025Q3: 56,740 shares; 2025Q4: 98,357 shares 98,357 $7.68M <0.01% +41,617 Timeline CORP 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: 47,501 shares; 2024Q4: 49,457 shares; 2025Q1: 47,018 shares; 2025Q2: 51,186 shares; 2025Q3: 59,118 shares; 2025Q4: 78,435 shares 78,435 $7.67M <0.01% +19,317 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,410 shares; 2024Q4: 40,742 shares; 2025Q1: 51,894 shares; 2025Q2: 91,943 shares; 2025Q3: 141,354 shares; 2025Q4: 194,614 shares 194,614 $7.61M <0.01% +53,260 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,096 shares; 2024Q4: 25,863 shares; 2025Q1: 36,074 shares; 2025Q2: 37,583 shares; 2025Q3: 42,870 shares; 2025Q4: 51,325 shares 51,325 $7.6M <0.01% +8,455 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,365 shares; 2024Q4: 112,932 shares; 2025Q1: 138,307 shares; 2025Q2: 122,318 shares; 2025Q3: 133,207 shares; 2025Q4: 141,072 shares 141,072 $7.52M <0.01% +7,865 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: 56,250 shares; 2024Q4: 72,435 shares; 2025Q1: 94,388 shares; 2025Q2: 114,948 shares; 2025Q3: 128,743 shares; 2025Q4: 152,372 shares 152,372 $7.47M <0.01% +23,629 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: 43,704 shares; 2024Q4: 49,873 shares; 2025Q1: 56,943 shares; 2025Q2: 61,533 shares; 2025Q3: 67,628 shares; 2025Q4: 85,120 shares 85,120 $7.45M <0.01% +17,492 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: 50,047 shares; 2024Q4: 94,970 shares; 2025Q1: 169,218 shares; 2025Q2: 225,098 shares; 2025Q3: 260,004 shares; 2025Q4: 322,781 shares 322,781 $7.43M <0.01% +62,777 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,912 shares; 2024Q4: 92,496 shares; 2025Q1: 168,355 shares; 2025Q2: 271,909 shares; 2025Q3: 326,266 shares; 2025Q4: 387,154 shares 387,154 $7.43M <0.01% +60,888 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: 10,726 shares; 2024Q4: 33,137 shares; 2025Q1: 36,766 shares; 2025Q2: 55,024 shares; 2025Q3: 74,055 shares; 2025Q4: 96,570 shares 96,570 $7.43M <0.01% +22,515 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,662 shares; 2024Q4: 14,177 shares; 2025Q1: 16,101 shares; 2025Q2: 17,450 shares; 2025Q3: 17,660 shares; 2025Q4: 16,648 shares 16,648 $7.41M <0.01% -1,012 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,201 shares; 2024Q4: 64,821 shares; 2025Q1: 84,008 shares; 2025Q2: 90,330 shares; 2025Q3: 134,786 shares; 2025Q4: 180,370 shares 180,370 $7.41M <0.01% +45,584 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: 13,550 shares; 2024Q4: 17,012 shares; 2025Q1: 21,023 shares; 2025Q2: 20,931 shares; 2025Q3: 21,570 shares; 2025Q4: 22,735 shares 22,735 $7.37M <0.01% +1,165 Timeline BSCU 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: 43,993 shares; 2024Q4: 109,222 shares; 2025Q1: 170,960 shares; 2025Q2: 247,813 shares; 2025Q3: 304,486 shares; 2025Q4: 433,388 shares 433,388 $7.33M <0.01% +128,902 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,936 shares; 2024Q4: 12,410 shares; 2025Q1: 15,245 shares; 2025Q2: 17,900 shares; 2025Q3: 20,767 shares; 2025Q4: 19,063 shares 19,063 $7.31M <0.01% -1,704 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: 29,934 shares; 2025Q1: 106,577 shares; 2025Q2: 172,392 shares; 2025Q3: 215,617 shares; 2025Q4: 260,198 shares 260,198 $7.3M <0.01% +44,581 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,786 shares; 2024Q4: 23,743 shares; 2025Q1: 30,180 shares; 2025Q2: 31,520 shares; 2025Q3: 45,658 shares; 2025Q4: 66,266 shares 66,266 $7.28M <0.01% +20,608 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: 41,983 shares; 2024Q4: 64,139 shares; 2025Q1: 76,690 shares; 2025Q2: 84,321 shares; 2025Q3: 90,711 shares; 2025Q4: 97,908 shares 97,908 $7.27M <0.01% +7,197 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,439 shares; 2024Q4: 41,704 shares; 2025Q1: 60,915 shares; 2025Q2: 120,854 shares; 2025Q3: 174,110 shares; 2025Q4: 214,179 shares 214,179 $7.24M <0.01% +40,069 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,844 shares; 2024Q4: 208,439 shares; 2025Q1: 249,800 shares; 2025Q2: 431,719 shares; 2025Q3: 632,281 shares; 2025Q4: 790,010 shares 790,010 $7.16M <0.01% +157,729 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,417 shares; 2024Q4: 36,825 shares; 2025Q1: 49,992 shares; 2025Q2: 54,236 shares; 2025Q3: 78,048 shares; 2025Q4: 93,836 shares 93,836 $7.12M <0.01% +15,788 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,307 shares; 2024Q4: 18,152 shares; 2025Q1: 31,497 shares; 2025Q2: 64,082 shares; 2025Q3: 87,765 shares; 2025Q4: 123,280 shares 123,280 $7.08M <0.01% +35,515 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,862 shares; 2024Q4: 40,963 shares; 2025Q1: 43,348 shares; 2025Q2: 50,874 shares; 2025Q3: 59,921 shares; 2025Q4: 66,769 shares 66,769 $7.06M <0.01% +6,848 Timeline JPLD 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: 10,527 shares; 2024Q4: 13,635 shares; 2025Q1: 24,543 shares; 2025Q2: 40,967 shares; 2025Q3: 110,691 shares; 2025Q4: 134,824 shares 134,824 $7.06M <0.01% +24,133 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,197 shares; 2025Q2: 72,565 shares; 2025Q3: 132,808 shares; 2025Q4: 219,619 shares 219,619 $7.01M <0.01% +86,811 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 4,621 shares; 2025Q1: 9,870 shares; 2025Q2: 25,396 shares; 2025Q3: 58,003 shares; 2025Q4: 136,492 shares 136,492 $7M <0.01% +78,489 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,954 shares; 2024Q4: 23,568 shares; 2025Q1: 24,915 shares; 2025Q2: 30,089 shares; 2025Q3: 32,286 shares; 2025Q4: 36,084 shares 36,084 $6.99M <0.01% +3,798 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,062 shares; 2024Q4: 20,901 shares; 2025Q1: 27,249 shares; 2025Q2: 38,922 shares; 2025Q3: 49,768 shares; 2025Q4: 54,046 shares 54,046 $6.98M <0.01% +4,278 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,211 shares; 2024Q4: 67,082 shares; 2025Q1: 77,578 shares; 2025Q2: 85,134 shares; 2025Q3: 95,399 shares; 2025Q4: 107,052 shares 107,052 $6.96M <0.01% +11,653 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,024 shares; 2024Q4: 28,352 shares; 2025Q1: 39,483 shares; 2025Q2: 47,885 shares; 2025Q3: 57,968 shares; 2025Q4: 63,333 shares 63,333 $6.92M <0.01% +5,365 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,724 shares; 2024Q4: 7,720 shares; 2025Q1: 10,092 shares; 2025Q2: 11,387 shares; 2025Q3: 12,636 shares; 2025Q4: 13,526 shares 13,526 $6.91M <0.01% +890 Timeline JIVE 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: 7,081 shares; 2025Q4: 85,505 shares 85,505 $6.86M <0.01% +78,424 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,168 shares; 2025Q1: 9,607 shares; 2025Q2: 21,755 shares; 2025Q3: 43,319 shares; 2025Q4: 67,354 shares 67,354 $6.84M <0.01% +24,035 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: 54,859 shares; 2024Q4: 82,382 shares; 2025Q1: 105,534 shares; 2025Q2: 120,661 shares; 2025Q3: 107,497 shares; 2025Q4: 120,817 shares 120,817 $6.84M <0.01% +13,320 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,768 shares; 2024Q4: 31,991 shares; 2025Q1: 53,362 shares; 2025Q2: 69,950 shares; 2025Q3: 76,396 shares; 2025Q4: 87,118 shares 87,118 $6.83M <0.01% +10,722 Timeline SCHH 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: 237,988 shares; 2024Q4: 249,557 shares; 2025Q1: 259,878 shares; 2025Q2: 279,388 shares; 2025Q3: 302,248 shares; 2025Q4: 321,551 shares 321,551 $6.72M <0.01% +19,303 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,570 shares; 2024Q4: 14,897 shares; 2025Q1: 25,435 shares; 2025Q2: 56,262 shares; 2025Q3: 87,015 shares; 2025Q4: 115,335 shares 115,335 $6.66M <0.01% +28,320 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,183 shares; 2024Q4: 12,990 shares; 2025Q1: 26,100 shares; 2025Q2: 32,902 shares; 2025Q3: 41,491 shares; 2025Q4: 52,546 shares 52,546 $6.64M <0.01% +11,055 Timeline REGL 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: 27,981 shares; 2024Q4: 40,019 shares; 2025Q1: 47,585 shares; 2025Q2: 63,552 shares; 2025Q3: 70,237 shares; 2025Q4: 78,803 shares 78,803 $6.64M <0.01% +8,566 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,786 shares; 2025Q1: 2,680 shares; 2025Q2: 3,787 shares; 2025Q3: 5,148 shares; 2025Q4: 5,447 shares 5,447 $6.62M <0.01% +299 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,253 shares; 2024Q4: 104,581 shares; 2025Q1: 133,300 shares; 2025Q2: 167,116 shares; 2025Q3: 189,911 shares; 2025Q4: 216,302 shares 216,302 $6.61M <0.01% +26,391 Timeline GRPM 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: 31,595 shares; 2024Q4: 58,087 shares; 2025Q1: 63,813 shares; 2025Q2: 65,982 shares; 2025Q3: 63,556 shares; 2025Q4: 54,882 shares 54,882 $6.59M <0.01% -8,674 Timeline FNDF 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: 13,892 shares; 2024Q4: 21,925 shares; 2025Q1: 32,407 shares; 2025Q2: 68,384 shares; 2025Q3: 107,267 shares; 2025Q4: 145,334 shares 145,334 $6.57M <0.01% +38,067 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,899 shares; 2024Q4: 30,939 shares; 2025Q1: 39,345 shares; 2025Q2: 42,836 shares; 2025Q3: 50,319 shares; 2025Q4: 64,111 shares 64,111 $6.56M <0.01% +13,792 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,458 shares; 2024Q4: 49,550 shares; 2025Q1: 64,214 shares; 2025Q2: 132,569 shares; 2025Q3: 151,168 shares; 2025Q4: 163,356 shares 163,356 $6.56M <0.01% +12,188 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,182 shares; 2024Q4: 34,490 shares; 2025Q1: 46,609 shares; 2025Q2: 54,194 shares; 2025Q3: 66,977 shares; 2025Q4: 80,531 shares 80,531 $6.55M <0.01% +13,554 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,552 shares; 2024Q4: 39,211 shares; 2025Q1: 73,461 shares; 2025Q2: 111,978 shares; 2025Q3: 141,959 shares; 2025Q4: 180,202 shares 180,202 $6.54M <0.01% +38,243 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156 shares; 2025Q3: 102,526 shares; 2025Q4: 246,576 shares 246,576 $6.51M <0.01% +144,050 Timeline RWO 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: 133,880 shares; 2024Q4: 133,342 shares; 2025Q1: 136,457 shares; 2025Q2: 139,111 shares; 2025Q3: 140,415 shares; 2025Q4: 144,004 shares 144,004 $6.48M <0.01% +3,589 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,465 shares; 2025Q3: 47,690 shares; 2025Q4: 92,033 shares 92,033 $6.42M <0.01% +44,343 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,506 shares; 2024Q4: 46,017 shares; 2025Q1: 69,197 shares; 2025Q2: 83,429 shares; 2025Q3: 101,953 shares; 2025Q4: 149,746 shares 149,746 $6.4M <0.01% +47,793 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,007 shares; 2024Q4: 53,092 shares; 2025Q1: 75,696 shares; 2025Q2: 88,952 shares; 2025Q3: 91,753 shares; 2025Q4: 92,024 shares 92,024 $6.39M <0.01% +271 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,220 shares; 2024Q4: 14,175 shares; 2025Q1: 29,717 shares; 2025Q2: 34,378 shares; 2025Q3: 37,453 shares; 2025Q4: 44,818 shares 44,818 $6.37M <0.01% +7,365 Timeline EAGG 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: 75,063 shares; 2024Q4: 77,716 shares; 2025Q1: 96,926 shares; 2025Q2: 106,727 shares; 2025Q3: 117,874 shares; 2025Q4: 132,976 shares 132,976 $6.36M <0.01% +15,102 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,383 shares; 2024Q4: 12,555 shares; 2025Q1: 18,005 shares; 2025Q2: 21,463 shares; 2025Q3: 25,504 shares; 2025Q4: 29,941 shares 29,941 $6.32M <0.01% +4,437 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 3,237 shares; 2025Q1: 5,513 shares; 2025Q2: 7,762 shares; 2025Q3: 9,811 shares; 2025Q4: 11,008 shares 11,008 $6.32M <0.01% +1,197 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: 2,413 shares; 2024Q4: 5,353 shares; 2025Q1: 6,868 shares; 2025Q2: 8,577 shares; 2025Q3: 9,881 shares; 2025Q4: 10,437 shares 10,437 $6.3M <0.01% +556 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,124 shares; 2024Q4: 46,692 shares; 2025Q1: 57,187 shares; 2025Q2: 74,762 shares; 2025Q3: 81,521 shares; 2025Q4: 85,342 shares 85,342 $6.29M <0.01% +3,821 Timeline FLMI 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: 11,136 shares; 2024Q4: 28,402 shares; 2025Q1: 47,578 shares; 2025Q2: 119,629 shares; 2025Q3: 166,372 shares; 2025Q4: 252,767 shares 252,767 $6.29M <0.01% +86,395 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,743 shares; 2024Q4: 15,597 shares; 2025Q1: 24,275 shares; 2025Q2: 33,685 shares; 2025Q3: 42,928 shares; 2025Q4: 62,608 shares 62,608 $6.25M <0.01% +19,680 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: 31,798 shares; 2024Q4: 39,331 shares; 2025Q1: 42,384 shares; 2025Q2: 46,982 shares; 2025Q3: 56,842 shares; 2025Q4: 73,033 shares 73,033 $6.23M <0.01% +16,191 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,784 shares; 2024Q4: 41,762 shares; 2025Q1: 61,419 shares; 2025Q2: 87,824 shares; 2025Q3: 117,810 shares; 2025Q4: 147,648 shares 147,648 $6.2M <0.01% +29,838 Timeline JTEK 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: 2,367 shares; 2025Q2: 9,610 shares; 2025Q3: 29,471 shares; 2025Q4: 68,823 shares 68,823 $6.2M <0.01% +39,352 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: 34,603 shares; 2024Q4: 42,370 shares; 2025Q1: 49,679 shares; 2025Q2: 61,710 shares; 2025Q3: 81,903 shares; 2025Q4: 102,212 shares 102,212 $6.14M <0.01% +20,309 Timeline AVLV 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: 35,784 shares; 2024Q4: 35,123 shares; 2025Q1: 41,861 shares; 2025Q2: 50,321 shares; 2025Q3: 67,377 shares; 2025Q4: 81,043 shares 81,043 $6.14M <0.01% +13,666 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,193 shares; 2025Q1: 33,870 shares; 2025Q2: 55,215 shares; 2025Q3: 69,551 shares; 2025Q4: 85,347 shares 85,347 $6.12M <0.01% +15,796 Timeline BSCW 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: 41,755 shares; 2024Q4: 78,335 shares; 2025Q1: 135,903 shares; 2025Q2: 175,276 shares; 2025Q3: 230,445 shares; 2025Q4: 292,809 shares 292,809 $6.11M <0.01% +62,364 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: 21,963 shares; 2025Q2: 89,876 shares; 2025Q3: 130,522 shares; 2025Q4: 192,282 shares 192,282 $6.08M <0.01% +61,760 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,885 shares; 2024Q4: 8,071 shares; 2025Q1: 10,215 shares; 2025Q2: 8,491 shares; 2025Q3: 11,509 shares; 2025Q4: 15,336 shares 15,336 $6.04M <0.01% +3,827 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,512 shares; 2024Q4: 56,660 shares; 2025Q1: 81,071 shares; 2025Q2: 80,884 shares; 2025Q3: 88,617 shares; 2025Q4: 88,543 shares 88,543 $5.99M <0.01% -74 Timeline IHDG 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: 29,559 shares; 2024Q4: 53,964 shares; 2025Q1: 76,954 shares; 2025Q2: 107,892 shares; 2025Q3: 114,640 shares; 2025Q4: 122,910 shares 122,910 $5.98M <0.01% +8,270 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: 13,367 shares; 2025Q1: 17,421 shares; 2025Q2: 17,650 shares; 2025Q3: 20,947 shares; 2025Q4: 29,117 shares 29,117 $5.97M <0.01% +8,170 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,185 shares; 2024Q4: 40,097 shares; 2025Q1: 52,303 shares; 2025Q2: 60,519 shares; 2025Q3: 69,904 shares; 2025Q4: 75,469 shares 75,469 $5.96M <0.01% +5,565 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 3,917 shares; 2025Q1: 5,565 shares; 2025Q2: 50,618 shares; 2025Q3: 74,124 shares; 2025Q4: 74,583 shares 74,583 $5.95M <0.01% +459 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,179 shares; 2024Q4: 35,634 shares; 2025Q1: 64,435 shares; 2025Q2: 85,378 shares; 2025Q3: 101,582 shares; 2025Q4: 122,047 shares 122,047 $5.95M <0.01% +20,465 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: 31,809 shares; 2024Q4: 56,079 shares; 2025Q1: 70,523 shares; 2025Q2: 93,822 shares; 2025Q3: 100,466 shares; 2025Q4: 133,833 shares 133,833 $5.94M <0.01% +33,367 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: 3,380 shares; 2024Q4: 12,562 shares; 2025Q1: 25,285 shares; 2025Q2: 49,519 shares; 2025Q3: 77,237 shares; 2025Q4: 118,032 shares 118,032 $5.93M <0.01% +40,795 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 810 shares; 2025Q2: 69,230 shares; 2025Q3: 130,502 shares; 2025Q4: 231,814 shares 231,814 $5.91M <0.01% +101,312 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,936 shares; 2024Q4: 17,302 shares; 2025Q1: 24,403 shares; 2025Q2: 37,985 shares; 2025Q3: 52,618 shares; 2025Q4: 57,652 shares 57,652 $5.9M <0.01% +5,034 Timeline BSCY 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: 13,933 shares; 2025Q2: 82,804 shares; 2025Q3: 142,891 shares; 2025Q4: 279,436 shares 279,436 $5.87M <0.01% +136,545 Timeline BLV 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: 13,666 shares; 2024Q4: 27,997 shares; 2025Q1: 49,207 shares; 2025Q2: 58,105 shares; 2025Q3: 69,082 shares; 2025Q4: 84,045 shares 84,045 $5.84M <0.01% +14,963 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,474 shares; 2024Q4: 94,770 shares; 2025Q1: 87,193 shares; 2025Q2: 82,462 shares; 2025Q3: 86,305 shares; 2025Q4: 157,649 shares 157,649 $5.83M <0.01% +71,344 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: 9,227 shares; 2024Q4: 15,065 shares; 2025Q1: 28,098 shares; 2025Q2: 39,576 shares; 2025Q3: 51,947 shares; 2025Q4: 70,554 shares 70,554 $5.82M <0.01% +18,607 Timeline NMI NUVEEN MUN INCOME FD INC More: the full row for NUVEEN MUN INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,389 shares; 2024Q4: 192,296 shares; 2025Q1: 263,950 shares; 2025Q2: 357,613 shares; 2025Q3: 482,554 shares; 2025Q4: 585,219 shares 585,219 $5.81M <0.01% +102,665 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,760 shares; 2024Q4: 12,649 shares; 2025Q1: 19,489 shares; 2025Q2: 27,803 shares; 2025Q3: 35,074 shares; 2025Q4: 41,164 shares 41,164 $5.81M <0.01% +6,090 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: 1,723 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,148 shares; 2025Q4: 147,488 shares 147,488 $5.81M <0.01% +130,340 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: 47,642 shares; 2024Q4: 72,068 shares; 2025Q1: 88,458 shares; 2025Q2: 125,653 shares; 2025Q3: 157,325 shares; 2025Q4: 181,005 shares 181,005 $5.8M <0.01% +23,680 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,117 shares; 2024Q4: 14,938 shares; 2025Q1: 47,920 shares; 2025Q2: 58,001 shares; 2025Q3: 73,985 shares; 2025Q4: 96,489 shares 96,489 $5.74M <0.01% +22,504 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,189 shares; 2024Q4: 14,879 shares; 2025Q1: 55,143 shares; 2025Q2: 67,716 shares; 2025Q3: 82,641 shares; 2025Q4: 107,895 shares 107,895 $5.71M <0.01% +25,254 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,909 shares; 2024Q4: 20,073 shares; 2025Q1: 44,845 shares; 2025Q2: 56,531 shares; 2025Q3: 57,203 shares; 2025Q4: 51,647 shares 51,647 $5.69M <0.01% -5,556 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: 6,360 shares; 2024Q4: 8,499 shares; 2025Q1: 10,974 shares; 2025Q2: 17,569 shares; 2025Q3: 22,133 shares; 2025Q4: 27,757 shares 27,757 $5.69M <0.01% +5,624 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: 10,070 shares; 2025Q3: 38,280 shares; 2025Q4: 78,904 shares 78,904 $5.65M <0.01% +40,624 Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,074 shares; 2024Q4: 129,789 shares; 2025Q1: 199,917 shares; 2025Q2: 227,860 shares; 2025Q3: 287,863 shares; 2025Q4: 333,747 shares 333,747 $5.64M <0.01% +45,884 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,801 shares; 2024Q4: 47,662 shares; 2025Q1: 67,053 shares; 2025Q2: 76,510 shares; 2025Q3: 85,785 shares; 2025Q4: 92,138 shares 92,138 $5.63M <0.01% +6,353 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: 72,264 shares; 2024Q4: 111,797 shares; 2025Q1: 147,478 shares; 2025Q2: 171,660 shares; 2025Q3: 202,561 shares; 2025Q4: 229,160 shares 229,160 $5.56M <0.01% +26,599 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,368 shares; 2025Q3: 85,413 shares; 2025Q4: 116,446 shares 116,446 $5.49M <0.01% +31,033 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,162 shares; 2024Q4: 16,228 shares; 2025Q1: 21,170 shares; 2025Q2: 27,601 shares; 2025Q3: 41,565 shares; 2025Q4: 59,663 shares 59,663 $5.48M <0.01% +18,098 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: 43,326 shares; 2024Q4: 70,948 shares; 2025Q1: 75,267 shares; 2025Q2: 82,138 shares; 2025Q3: 91,231 shares; 2025Q4: 109,475 shares 109,475 $5.48M <0.01% +18,244 Timeline CDL 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: 15,434 shares; 2024Q4: 31,568 shares; 2025Q1: 48,233 shares; 2025Q2: 65,951 shares; 2025Q3: 72,928 shares; 2025Q4: 79,533 shares 79,533 $5.48M <0.01% +6,605 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,221 shares; 2024Q4: 18,767 shares; 2025Q1: 24,535 shares; 2025Q2: 59,797 shares; 2025Q3: 94,603 shares; 2025Q4: 125,829 shares 125,829 $5.4M <0.01% +31,226 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,465 shares; 2024Q4: 9,091 shares; 2025Q1: 11,924 shares; 2025Q2: 15,857 shares; 2025Q3: 20,137 shares; 2025Q4: 29,128 shares 29,128 $5.39M <0.01% +8,991 Timeline EMXC 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: 37,370 shares; 2024Q4: 60,444 shares; 2025Q1: 67,603 shares; 2025Q2: 51,358 shares; 2025Q3: 60,022 shares; 2025Q4: 74,056 shares 74,056 $5.38M <0.01% +14,034 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,053 shares; 2024Q4: 35,464 shares; 2025Q1: 74,622 shares; 2025Q2: 84,118 shares; 2025Q3: 89,552 shares; 2025Q4: 85,404 shares 85,404 $5.37M <0.01% -4,148 Timeline PJFG 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: 533 shares; 2024Q4: 6,529 shares; 2025Q1: 13,054 shares; 2025Q2: 23,565 shares; 2025Q3: 31,722 shares; 2025Q4: 48,252 shares 48,252 $5.37M <0.01% +16,530 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,029 shares; 2024Q4: 63,791 shares; 2025Q1: 74,499 shares; 2025Q2: 86,560 shares; 2025Q3: 87,817 shares; 2025Q4: 83,499 shares 83,499 $5.36M <0.01% -4,318 Timeline HYS 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: 578 shares; 2024Q4: 3,662 shares; 2025Q1: 9,955 shares; 2025Q2: 19,777 shares; 2025Q3: 32,644 shares; 2025Q4: 56,377 shares 56,377 $5.35M <0.01% +23,733 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,532 shares; 2024Q4: 4,969 shares; 2025Q1: 9,987 shares; 2025Q2: 13,506 shares; 2025Q3: 18,978 shares; 2025Q4: 23,755 shares 23,755 $5.34M <0.01% +4,777 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD 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: 55,515 shares; 2025Q4: 175,389 shares 175,389 $5.32M <0.01% +119,874 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,554 shares; 2024Q4: 69,233 shares; 2025Q1: 88,345 shares; 2025Q2: 96,611 shares; 2025Q3: 114,430 shares; 2025Q4: 135,803 shares 135,803 $5.31M <0.01% +21,373 Timeline AVUS 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: 5,247 shares; 2024Q4: 7,196 shares; 2025Q1: 7,411 shares; 2025Q2: 20,856 shares; 2025Q3: 34,347 shares; 2025Q4: 47,410 shares 47,410 $5.3M <0.01% +13,063 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: 73,124 shares; 2024Q4: 93,615 shares; 2025Q1: 86,680 shares; 2025Q2: 104,626 shares; 2025Q3: 127,792 shares; 2025Q4: 152,310 shares 152,310 $5.29M <0.01% +24,518 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 3,153 shares; 2025Q1: 9,554 shares; 2025Q2: 35,259 shares; 2025Q3: 71,742 shares; 2025Q4: 95,036 shares 95,036 $5.28M <0.01% +23,294 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 6,408 shares; 2025Q1: 16,094 shares; 2025Q2: 19,985 shares; 2025Q3: 28,159 shares; 2025Q4: 32,716 shares 32,716 $5.28M <0.01% +4,557 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,446 shares; 2024Q4: 18,376 shares; 2025Q1: 25,795 shares; 2025Q2: 31,881 shares; 2025Q3: 34,662 shares; 2025Q4: 41,281 shares 41,281 $5.26M <0.01% +6,619 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,758 shares; 2024Q4: 10,285 shares; 2025Q1: 14,160 shares; 2025Q2: 18,138 shares; 2025Q3: 21,175 shares; 2025Q4: 22,828 shares 22,828 $5.26M <0.01% +1,653 Timeline HYMB 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: 32,008 shares; 2024Q4: 63,911 shares; 2025Q1: 103,457 shares; 2025Q2: 181,659 shares; 2025Q3: 184,920 shares; 2025Q4: 208,325 shares 208,325 $5.2M <0.01% +23,405 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: 26,341 shares; 2024Q4: 29,411 shares; 2025Q1: 51,993 shares; 2025Q2: 77,748 shares; 2025Q3: 99,212 shares; 2025Q4: 128,587 shares 128,587 $5.18M <0.01% +29,375 Timeline DFSV 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: 40,203 shares; 2024Q4: 59,652 shares; 2025Q1: 84,462 shares; 2025Q2: 120,848 shares; 2025Q3: 127,693 shares; 2025Q4: 157,285 shares 157,285 $5.17M <0.01% +29,592 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: 8,400 shares; 2024Q4: 16,492 shares; 2025Q1: 20,842 shares; 2025Q2: 27,213 shares; 2025Q3: 38,193 shares; 2025Q4: 41,640 shares 41,640 $5.16M <0.01% +3,447 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,849 shares; 2024Q4: 4,046 shares; 2025Q1: 7,841 shares; 2025Q2: 9,169 shares; 2025Q3: 11,890 shares; 2025Q4: 17,174 shares 17,174 $5.12M <0.01% +5,284 Timeline PEY 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: 64,633 shares; 2024Q4: 138,066 shares; 2025Q1: 183,892 shares; 2025Q2: 210,194 shares; 2025Q3: 224,009 shares; 2025Q4: 251,262 shares 251,262 $5.12M <0.01% +27,253 Timeline ESML 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: 51,201 shares; 2024Q4: 60,539 shares; 2025Q1: 81,430 shares; 2025Q2: 88,908 shares; 2025Q3: 99,549 shares; 2025Q4: 111,342 shares 111,342 $5.12M <0.01% +11,793 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: 21,920 shares; 2024Q4: 25,565 shares; 2025Q1: 28,789 shares; 2025Q2: 32,787 shares; 2025Q3: 36,532 shares; 2025Q4: 39,193 shares 39,193 $5.11M <0.01% +2,661 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: 12,081 shares; 2024Q4: 23,288 shares; 2025Q1: 29,162 shares; 2025Q2: 28,850 shares; 2025Q3: 35,316 shares; 2025Q4: 35,947 shares 35,947 $5.08M <0.01% +631 Timeline DFAX 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: 15,067 shares; 2024Q4: 33,914 shares; 2025Q1: 58,908 shares; 2025Q2: 79,061 shares; 2025Q3: 110,486 shares; 2025Q4: 154,897 shares 154,897 $5.07M <0.01% +44,411 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 447 shares; 2025Q1: 603 shares; 2025Q2: 1,099 shares; 2025Q3: 1,227 shares; 2025Q4: 1,492 shares 1,492 $5.06M <0.01% +265 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: 4,477 shares; 2024Q4: 7,753 shares; 2025Q1: 10,386 shares; 2025Q2: 13,237 shares; 2025Q3: 15,018 shares; 2025Q4: 16,181 shares 16,181 $5.05M <0.01% +1,163 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,919 shares; 2024Q4: 8,754 shares; 2025Q1: 17,047 shares; 2025Q2: 26,135 shares; 2025Q3: 34,466 shares; 2025Q4: 69,856 shares 69,856 $5.05M <0.01% +35,390 Timeline IGOV 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: 55,509 shares; 2024Q4: 62,792 shares; 2025Q1: 73,004 shares; 2025Q2: 84,670 shares; 2025Q3: 98,459 shares; 2025Q4: 121,092 shares 121,092 $5.04M <0.01% +22,633 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 10,780 shares; 2025Q1: 24,167 shares; 2025Q2: 33,537 shares; 2025Q3: 42,682 shares; 2025Q4: 51,995 shares 51,995 $5.04M <0.01% +9,313 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 490 shares; 2025Q1: 1,083 shares; 2025Q2: 2,511 shares; 2025Q3: 10,072 shares; 2025Q4: 22,252 shares 22,252 $5.03M <0.01% +12,180 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,341 shares; 2024Q4: 32,232 shares; 2025Q1: 64,174 shares; 2025Q2: 82,052 shares; 2025Q3: 129,296 shares; 2025Q4: 195,912 shares 195,912 $4.99M <0.01% +66,616 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,482 shares; 2024Q4: 67,848 shares; 2025Q1: 84,604 shares; 2025Q2: 94,057 shares; 2025Q3: 105,834 shares; 2025Q4: 111,432 shares 111,432 $4.94M <0.01% +5,598 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: 20,794 shares; 2024Q4: 38,198 shares; 2025Q1: 58,005 shares; 2025Q2: 72,117 shares; 2025Q3: 80,808 shares; 2025Q4: 106,737 shares 106,737 $4.92M <0.01% +25,929 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 4,565 shares; 2025Q1: 6,583 shares; 2025Q2: 9,570 shares; 2025Q3: 12,560 shares; 2025Q4: 14,325 shares 14,325 $4.87M <0.01% +1,765 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,734 shares; 2024Q4: 19,373 shares; 2025Q1: 45,533 shares; 2025Q2: 84,008 shares; 2025Q3: 123,774 shares; 2025Q4: 158,929 shares 158,929 $4.81M <0.01% +35,155 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,255 shares; 2024Q4: 4,902 shares; 2025Q1: 7,699 shares; 2025Q2: 9,539 shares; 2025Q3: 11,285 shares; 2025Q4: 12,274 shares 12,274 $4.78M <0.01% +989 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,501 shares; 2024Q4: 40,446 shares; 2025Q1: 48,953 shares; 2025Q2: 56,506 shares; 2025Q3: 61,666 shares; 2025Q4: 68,028 shares 68,028 $4.74M <0.01% +6,362 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: 1,856 shares; 2024Q4: 5,657 shares; 2025Q1: 14,479 shares; 2025Q2: 21,734 shares; 2025Q3: 66,633 shares; 2025Q4: 81,066 shares 81,066 $4.69M <0.01% +14,433 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,190 shares; 2024Q4: 27,290 shares; 2025Q1: 37,442 shares; 2025Q2: 45,923 shares; 2025Q3: 61,954 shares; 2025Q4: 76,209 shares 76,209 $4.67M <0.01% +14,255 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,098 shares; 2024Q4: 13,123 shares; 2025Q1: 16,324 shares; 2025Q2: 18,651 shares; 2025Q3: 19,902 shares; 2025Q4: 21,489 shares 21,489 $4.66M <0.01% +1,587 Timeline SUSA 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: 9,566 shares; 2024Q4: 15,331 shares; 2025Q1: 25,584 shares; 2025Q2: 27,974 shares; 2025Q3: 29,907 shares; 2025Q4: 33,269 shares 33,269 $4.64M <0.01% +3,362 Timeline ESGE 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: 58,823 shares; 2024Q4: 65,726 shares; 2025Q1: 80,665 shares; 2025Q2: 86,671 shares; 2025Q3: 95,197 shares; 2025Q4: 104,419 shares 104,419 $4.61M <0.01% +9,222 Timeline IYE 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: 18,541 shares; 2024Q4: 42,206 shares; 2025Q1: 60,766 shares; 2025Q2: 71,874 shares; 2025Q3: 85,377 shares; 2025Q4: 96,481 shares 96,481 $4.59M <0.01% +11,104 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,884 shares; 2024Q4: 29,351 shares; 2025Q1: 35,120 shares; 2025Q2: 38,256 shares; 2025Q3: 46,163 shares; 2025Q4: 56,725 shares 56,725 $4.57M <0.01% +10,562 Timeline DGT 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: 1,995 shares; 2024Q4: 3,768 shares; 2025Q1: 9,781 shares; 2025Q2: 17,766 shares; 2025Q3: 20,601 shares; 2025Q4: 27,429 shares 27,429 $4.57M <0.01% +6,828 Timeline FMAG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,440 shares; 2025Q1: 26,454 shares; 2025Q2: 49,898 shares; 2025Q3: 72,510 shares; 2025Q4: 133,891 shares 133,891 $4.57M <0.01% +61,381 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,062 shares; 2024Q4: 19,054 shares; 2025Q1: 21,980 shares; 2025Q2: 27,132 shares; 2025Q3: 26,615 shares; 2025Q4: 24,086 shares 24,086 $4.53M <0.01% -2,529 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: 68,984 shares 68,984 $4.51M <0.01% new 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: 54,055 shares; 2024Q4: 100,466 shares; 2025Q1: 135,724 shares; 2025Q2: 152,060 shares; 2025Q3: 172,890 shares; 2025Q4: 192,645 shares 192,645 $4.5M <0.01% +19,755 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,665 shares; 2024Q4: 27,228 shares; 2025Q1: 33,889 shares; 2025Q2: 38,647 shares; 2025Q3: 43,687 shares; 2025Q4: 50,791 shares 50,791 $4.49M <0.01% +7,104 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: 6,344 shares; 2024Q4: 11,384 shares; 2025Q1: 20,638 shares; 2025Q2: 24,240 shares; 2025Q3: 27,825 shares; 2025Q4: 35,668 shares 35,668 $4.49M <0.01% +7,843 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,721 shares; 2024Q4: 8,578 shares; 2025Q1: 12,600 shares; 2025Q2: 14,999 shares; 2025Q3: 17,045 shares; 2025Q4: 19,956 shares 19,956 $4.49M <0.01% +2,911 Timeline ACWV 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: 9,975 shares; 2024Q4: 18,308 shares; 2025Q1: 21,443 shares; 2025Q2: 25,158 shares; 2025Q3: 29,772 shares; 2025Q4: 37,766 shares 37,766 $4.48M <0.01% +7,994 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,025 shares; 2024Q4: 81,691 shares; 2025Q1: 100,578 shares; 2025Q2: 107,278 shares; 2025Q3: 106,283 shares; 2025Q4: 95,278 shares 95,278 $4.45M <0.01% -11,005 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,496 shares; 2024Q4: 41,270 shares; 2025Q1: 56,854 shares; 2025Q2: 75,272 shares; 2025Q3: 78,360 shares; 2025Q4: 80,283 shares 80,283 $4.43M <0.01% +1,923 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,099 shares; 2024Q4: 21,243 shares; 2025Q1: 27,292 shares; 2025Q2: 34,174 shares; 2025Q3: 35,151 shares; 2025Q4: 39,160 shares 39,160 $4.42M <0.01% +4,009 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,736 shares; 2024Q4: 21,618 shares; 2025Q1: 45,099 shares; 2025Q2: 64,031 shares; 2025Q3: 112,239 shares; 2025Q4: 179,044 shares 179,044 $4.35M <0.01% +66,805 Timeline SIZE 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: 115 shares; 2024Q4: 115 shares; 2025Q1: 3,920 shares; 2025Q2: 10,725 shares; 2025Q3: 17,360 shares; 2025Q4: 26,809 shares 26,809 $4.33M <0.01% +9,449 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: 29,495 shares; 2024Q4: 29,380 shares; 2025Q1: 34,513 shares; 2025Q2: 40,770 shares; 2025Q3: 44,625 shares; 2025Q4: 45,313 shares 45,313 $4.31M <0.01% +688 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,824 shares; 2024Q4: 70,877 shares; 2025Q1: 63,850 shares; 2025Q2: 80,307 shares; 2025Q3: 86,145 shares; 2025Q4: 100,460 shares 100,460 $4.31M <0.01% +14,315 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: 7,834 shares; 2024Q4: 11,146 shares; 2025Q1: 12,079 shares; 2025Q2: 13,773 shares; 2025Q3: 17,074 shares; 2025Q4: 31,151 shares 31,151 $4.3M <0.01% +14,077 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,258 shares; 2024Q4: 15,376 shares; 2025Q1: 24,052 shares; 2025Q2: 31,922 shares; 2025Q3: 41,519 shares; 2025Q4: 44,545 shares 44,545 $4.25M <0.01% +3,026 Timeline CFA 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: 6,885 shares; 2024Q4: 14,338 shares; 2025Q1: 27,621 shares; 2025Q2: 35,895 shares; 2025Q3: 42,318 shares; 2025Q4: 46,643 shares 46,643 $4.24M <0.01% +4,325 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,285 shares; 2024Q4: 12,403 shares; 2025Q1: 16,333 shares; 2025Q2: 19,361 shares; 2025Q3: 21,821 shares; 2025Q4: 23,314 shares 23,314 $4.24M <0.01% +1,493 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: 34,820 shares; 2024Q4: 53,932 shares; 2025Q1: 68,437 shares; 2025Q2: 78,257 shares; 2025Q3: 87,461 shares; 2025Q4: 105,050 shares 105,050 $4.22M <0.01% +17,589 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,905 shares; 2024Q4: 65,250 shares; 2025Q1: 85,574 shares; 2025Q2: 118,781 shares; 2025Q3: 144,976 shares; 2025Q4: 160,639 shares 160,639 $4.22M <0.01% +15,663 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,608 shares; 2024Q4: 17,115 shares; 2025Q1: 20,495 shares; 2025Q2: 23,571 shares; 2025Q3: 31,848 shares; 2025Q4: 36,224 shares 36,224 $4.21M <0.01% +4,376 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: 8,147 shares; 2024Q4: 13,470 shares; 2025Q1: 17,085 shares; 2025Q2: 25,274 shares; 2025Q3: 28,307 shares; 2025Q4: 41,598 shares 41,598 $4.2M <0.01% +13,291 Timeline FLOT 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: 9,941 shares; 2024Q4: 19,228 shares; 2025Q1: 41,620 shares; 2025Q2: 57,490 shares; 2025Q3: 69,436 shares; 2025Q4: 82,390 shares 82,390 $4.19M <0.01% +12,954 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,345 shares; 2024Q4: 34,800 shares; 2025Q1: 48,313 shares; 2025Q2: 83,289 shares; 2025Q3: 115,278 shares; 2025Q4: 109,761 shares 109,761 $4.17M <0.01% -5,517 Timeline VIOO 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: 18,053 shares; 2024Q4: 43,744 shares; 2025Q1: 44,379 shares; 2025Q2: 38,914 shares; 2025Q3: 32,343 shares; 2025Q4: 37,533 shares 37,533 $4.16M <0.01% +5,190 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 4,428 shares; 2025Q1: 7,029 shares; 2025Q2: 9,444 shares; 2025Q3: 14,219 shares; 2025Q4: 21,409 shares 21,409 $4.16M <0.01% +7,190 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: 15,949 shares; 2024Q4: 22,854 shares; 2025Q1: 38,926 shares; 2025Q2: 55,961 shares; 2025Q3: 70,420 shares; 2025Q4: 79,633 shares 79,633 $4.14M <0.01% +9,213 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 5,419 shares; 2025Q1: 9,079 shares; 2025Q2: 14,468 shares; 2025Q3: 20,925 shares; 2025Q4: 25,369 shares 25,369 $4.14M <0.01% +4,444 Timeline BSJS 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: 20,200 shares; 2024Q4: 73,355 shares; 2025Q1: 112,342 shares; 2025Q2: 138,195 shares; 2025Q3: 160,956 shares; 2025Q4: 187,417 shares 187,417 $4.12M <0.01% +26,461 Timeline DUHP 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: 18,290 shares; 2024Q4: 26,091 shares; 2025Q1: 53,818 shares; 2025Q2: 67,858 shares; 2025Q3: 99,073 shares; 2025Q4: 108,268 shares 108,268 $4.12M <0.01% +9,195 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,764 shares; 2024Q4: 101,055 shares; 2025Q1: 141,079 shares; 2025Q2: 245,296 shares; 2025Q3: 289,571 shares; 2025Q4: 309,704 shares 309,704 $4.1M <0.01% +20,133 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: 16,869 shares; 2024Q4: 37,151 shares; 2025Q1: 50,739 shares; 2025Q2: 63,650 shares; 2025Q3: 78,071 shares; 2025Q4: 108,288 shares 108,288 $4.1M <0.01% +30,217 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,066 shares; 2024Q4: 6,497 shares; 2025Q1: 8,129 shares; 2025Q2: 9,982 shares; 2025Q3: 11,986 shares; 2025Q4: 13,157 shares 13,157 $4.08M <0.01% +1,171 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,343 shares; 2024Q4: 25,142 shares; 2025Q1: 40,808 shares; 2025Q2: 50,384 shares; 2025Q3: 58,117 shares; 2025Q4: 65,253 shares 65,253 $4.08M <0.01% +7,136 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,791 shares; 2024Q4: 7,988 shares; 2025Q1: 13,843 shares; 2025Q2: 21,469 shares; 2025Q3: 25,762 shares; 2025Q4: 32,218 shares 32,218 $4.06M <0.01% +6,456 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: 13,977 shares; 2024Q4: 27,000 shares; 2025Q1: 45,574 shares; 2025Q2: 60,471 shares; 2025Q3: 74,986 shares; 2025Q4: 84,135 shares 84,135 $4.05M <0.01% +9,149 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,134 shares; 2024Q4: 9,255 shares; 2025Q1: 12,289 shares; 2025Q2: 17,328 shares; 2025Q3: 20,488 shares; 2025Q4: 20,698 shares 20,698 $4.04M <0.01% +210 Timeline DISV 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: 1,093 shares; 2024Q4: 2,202 shares; 2025Q1: 16,367 shares; 2025Q2: 28,004 shares; 2025Q3: 67,939 shares; 2025Q4: 106,291 shares 106,291 $4.04M <0.01% +38,352 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,432 shares; 2024Q4: 17,521 shares; 2025Q1: 22,274 shares; 2025Q2: 21,960 shares; 2025Q3: 21,796 shares; 2025Q4: 23,913 shares 23,913 $4.04M <0.01% +2,117 Timeline MEAR 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: 8,925 shares; 2024Q4: 11,215 shares; 2025Q1: 18,050 shares; 2025Q2: 43,986 shares; 2025Q3: 63,504 shares; 2025Q4: 79,808 shares 79,808 $4.02M <0.01% +16,304 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,481 shares; 2024Q4: 103,766 shares; 2025Q1: 160,973 shares; 2025Q2: 186,484 shares; 2025Q3: 205,810 shares; 2025Q4: 227,258 shares 227,258 $4.01M <0.01% +21,448 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,597 shares; 2025Q1: 10,178 shares; 2025Q2: 18,188 shares; 2025Q3: 26,471 shares; 2025Q4: 39,749 shares 39,749 $3.99M <0.01% +13,278 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,835 shares; 2024Q4: 37,718 shares; 2025Q1: 57,216 shares; 2025Q2: 66,183 shares; 2025Q3: 71,439 shares; 2025Q4: 74,956 shares 74,956 $3.98M <0.01% +3,517 Timeline FLRN 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: 3,073 shares; 2024Q4: 112,169 shares; 2025Q1: 121,494 shares; 2025Q2: 125,926 shares; 2025Q3: 144,576 shares; 2025Q4: 128,814 shares 128,814 $3.96M <0.01% -15,762 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,712 shares; 2024Q4: 69,410 shares; 2025Q1: 91,626 shares; 2025Q2: 103,755 shares; 2025Q3: 99,385 shares; 2025Q4: 93,916 shares 93,916 $3.95M <0.01% -5,469 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,693 shares; 2024Q4: 89,116 shares; 2025Q1: 119,809 shares; 2025Q2: 139,222 shares; 2025Q3: 172,100 shares; 2025Q4: 202,241 shares 202,241 $3.95M <0.01% +30,141 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,843 shares; 2024Q4: 43,799 shares; 2025Q1: 57,217 shares; 2025Q2: 76,192 shares; 2025Q3: 100,911 shares; 2025Q4: 90,202 shares 90,202 $3.95M <0.01% -10,709 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,005 shares; 2024Q4: 32,144 shares; 2025Q1: 36,745 shares; 2025Q2: 40,615 shares; 2025Q3: 45,316 shares; 2025Q4: 47,490 shares 47,490 $3.94M <0.01% +2,174 Timeline VTEI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,549 shares; 2025Q3: 16,754 shares; 2025Q4: 38,908 shares 38,908 $3.92M <0.01% +22,154 Timeline BRTR 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: 301 shares; 2024Q4: 8,680 shares; 2025Q1: 17,809 shares; 2025Q2: 61,824 shares; 2025Q3: 59,024 shares; 2025Q4: 77,264 shares 77,264 $3.92M <0.01% +18,240 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: 26,407 shares; 2024Q4: 44,662 shares; 2025Q1: 61,565 shares; 2025Q2: 69,364 shares; 2025Q3: 83,641 shares; 2025Q4: 101,850 shares 101,850 $3.91M <0.01% +18,209 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 82,474 shares; 2025Q3: 82,590 shares; 2025Q4: 89,532 shares 89,532 $3.9M <0.01% +6,942 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,249 shares; 2024Q4: 37,009 shares; 2025Q1: 40,059 shares; 2025Q2: 47,370 shares; 2025Q3: 59,748 shares; 2025Q4: 68,387 shares 68,387 $3.9M <0.01% +8,639 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,222 shares; 2024Q4: 56,532 shares; 2025Q1: 65,850 shares; 2025Q2: 75,933 shares; 2025Q3: 79,694 shares; 2025Q4: 87,001 shares 87,001 $3.88M <0.01% +7,307 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,814 shares; 2024Q4: 7,912 shares; 2025Q1: 14,998 shares; 2025Q2: 25,399 shares; 2025Q3: 30,759 shares; 2025Q4: 37,861 shares 37,861 $3.88M <0.01% +7,102 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,728 shares; 2024Q4: 3,142 shares; 2025Q1: 6,446 shares; 2025Q2: 9,972 shares; 2025Q3: 14,224 shares; 2025Q4: 16,803 shares 16,803 $3.86M <0.01% +2,579 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: 13,045 shares; 2024Q4: 19,693 shares; 2025Q1: 26,421 shares; 2025Q2: 33,007 shares; 2025Q3: 38,524 shares; 2025Q4: 85,059 shares 85,059 $3.86M <0.01% +46,535 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,288 shares; 2024Q4: 20,771 shares; 2025Q1: 27,512 shares; 2025Q2: 29,794 shares; 2025Q3: 37,703 shares; 2025Q4: 47,687 shares 47,687 $3.85M <0.01% +9,984 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,733 shares; 2025Q1: 3,168 shares; 2025Q2: 4,373 shares; 2025Q3: 5,478 shares; 2025Q4: 6,608 shares 6,608 $3.84M <0.01% +1,130 Timeline VBF INVESCO BD FD More: the full row for INVESCO BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,527 shares; 2024Q4: 141,398 shares; 2025Q1: 189,074 shares; 2025Q2: 225,796 shares; 2025Q3: 232,134 shares; 2025Q4: 248,720 shares 248,720 $3.83M <0.01% +16,586 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,780 shares 59,780 $3.83M <0.01% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,292 shares; 2024Q4: 14,882 shares; 2025Q1: 15,951 shares; 2025Q2: 18,783 shares; 2025Q3: 22,857 shares; 2025Q4: 35,317 shares 35,317 $3.83M <0.01% +12,460 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 1,284 shares; 2025Q1: 6,600 shares; 2025Q2: 9,047 shares; 2025Q3: 33,498 shares; 2025Q4: 50,379 shares 50,379 $3.82M <0.01% +16,881 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: 37,330 shares; 2024Q4: 56,553 shares; 2025Q1: 83,035 shares; 2025Q2: 124,217 shares; 2025Q3: 154,043 shares; 2025Q4: 162,854 shares 162,854 $3.81M <0.01% +8,811 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,769 shares; 2024Q4: 17,156 shares; 2025Q1: 29,112 shares; 2025Q2: 32,970 shares; 2025Q3: 36,018 shares; 2025Q4: 41,203 shares 41,203 $3.8M <0.01% +5,185 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,632 shares; 2024Q4: 21,233 shares; 2025Q1: 32,223 shares; 2025Q2: 37,156 shares; 2025Q3: 43,036 shares; 2025Q4: 40,333 shares 40,333 $3.8M <0.01% -2,703 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,478 shares; 2024Q4: 13,786 shares; 2025Q1: 23,152 shares; 2025Q2: 30,529 shares; 2025Q3: 38,420 shares; 2025Q4: 42,706 shares 42,706 $3.79M <0.01% +4,286 Timeline BAB 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: 80,662 shares; 2024Q4: 120,217 shares; 2025Q1: 112,301 shares; 2025Q2: 104,132 shares; 2025Q3: 112,065 shares; 2025Q4: 139,181 shares 139,181 $3.79M <0.01% +27,116 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,309 shares; 2024Q4: 27,809 shares; 2025Q1: 33,931 shares; 2025Q2: 33,425 shares; 2025Q3: 40,536 shares; 2025Q4: 47,085 shares 47,085 $3.77M <0.01% +6,549 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,190 shares; 2024Q4: 69,632 shares; 2025Q1: 29,878 shares; 2025Q2: 30,997 shares; 2025Q3: 43,585 shares; 2025Q4: 47,076 shares 47,076 $3.77M <0.01% +3,491 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 862 shares; 2024Q4: 1,467 shares; 2025Q1: 2,103 shares; 2025Q2: 3,008 shares; 2025Q3: 3,754 shares; 2025Q4: 4,652 shares 4,652 $3.76M <0.01% +898 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: 36,113 shares; 2024Q4: 99,844 shares; 2025Q1: 147,937 shares; 2025Q2: 141,116 shares; 2025Q3: 149,971 shares; 2025Q4: 165,845 shares 165,845 $3.75M <0.01% +15,874 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,608 shares; 2024Q4: 24,587 shares; 2025Q1: 44,492 shares; 2025Q2: 63,902 shares; 2025Q3: 105,034 shares; 2025Q4: 154,492 shares 154,492 $3.74M <0.01% +49,458 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 4,706 shares; 2025Q1: 5,950 shares; 2025Q2: 6,966 shares; 2025Q3: 8,393 shares; 2025Q4: 9,580 shares 9,580 $3.73M <0.01% +1,187 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: 14,175 shares; 2024Q4: 36,930 shares; 2025Q1: 33,193 shares; 2025Q2: 38,288 shares; 2025Q3: 51,322 shares; 2025Q4: 63,501 shares 63,501 $3.72M <0.01% +12,179 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 3,437 shares; 2025Q1: 8,374 shares; 2025Q2: 9,547 shares; 2025Q3: 12,447 shares; 2025Q4: 18,033 shares 18,033 $3.71M <0.01% +5,586 Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,043 shares; 2024Q4: 226,858 shares; 2025Q1: 410,597 shares; 2025Q2: 349,311 shares; 2025Q3: 383,038 shares; 2025Q4: 394,990 shares 394,990 $3.68M <0.01% +11,952 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,628 shares; 2024Q4: 33,386 shares; 2025Q1: 42,297 shares; 2025Q2: 39,877 shares; 2025Q3: 41,227 shares; 2025Q4: 44,631 shares 44,631 $3.66M <0.01% +3,404 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: 17,713 shares; 2024Q4: 23,886 shares; 2025Q1: 31,170 shares; 2025Q2: 39,422 shares; 2025Q3: 51,257 shares; 2025Q4: 49,659 shares 49,659 $3.66M <0.01% -1,598 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: not reported; 2024Q4: 8,866 shares; 2025Q1: 14,077 shares; 2025Q2: 38,684 shares; 2025Q3: 38,510 shares; 2025Q4: 44,165 shares 44,165 $3.66M <0.01% +5,655 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,472 shares; 2024Q4: 73,385 shares; 2025Q1: 85,298 shares; 2025Q2: 88,752 shares; 2025Q3: 91,820 shares; 2025Q4: 70,339 shares 70,339 $3.65M <0.01% -21,481 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,998 shares; 2024Q4: 23,706 shares; 2025Q1: 37,613 shares; 2025Q2: 64,306 shares; 2025Q3: 116,290 shares; 2025Q4: 143,101 shares 143,101 $3.65M <0.01% +26,811 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,671 shares; 2024Q4: 9,782 shares; 2025Q1: 10,893 shares; 2025Q2: 10,803 shares; 2025Q3: 11,186 shares; 2025Q4: 13,203 shares 13,203 $3.64M <0.01% +2,017 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,206 shares; 2024Q4: 15,294 shares; 2025Q1: 33,188 shares; 2025Q2: 45,787 shares; 2025Q3: 49,448 shares; 2025Q4: 54,291 shares 54,291 $3.63M <0.01% +4,843 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 2,468 shares; 2025Q1: 3,981 shares; 2025Q2: 6,016 shares; 2025Q3: 7,124 shares; 2025Q4: 7,995 shares 7,995 $3.62M <0.01% +871 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,261 shares; 2024Q4: 7,091 shares; 2025Q1: 11,180 shares; 2025Q2: 16,878 shares; 2025Q3: 23,585 shares; 2025Q4: 39,582 shares 39,582 $3.62M <0.01% +15,997 Timeline BFOR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 1,855 shares; 2025Q1: 6,032 shares; 2025Q2: 9,459 shares; 2025Q3: 17,453 shares; 2025Q4: 43,825 shares 43,825 $3.61M <0.01% +26,372 Timeline JMHI 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: 2,535 shares; 2024Q4: 6,034 shares; 2025Q1: 13,144 shares; 2025Q2: 44,327 shares; 2025Q3: 62,111 shares; 2025Q4: 71,740 shares 71,740 $3.6M <0.01% +9,629 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,829 shares; 2024Q4: 7,067 shares; 2025Q1: 8,946 shares; 2025Q2: 11,201 shares; 2025Q3: 13,236 shares; 2025Q4: 14,571 shares 14,571 $3.6M <0.01% +1,335 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,181 shares; 2024Q4: 162,187 shares; 2025Q1: 235,884 shares; 2025Q2: 306,291 shares; 2025Q3: 355,851 shares; 2025Q4: 355,687 shares 355,687 $3.6M <0.01% -164 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: 18,485 shares; 2024Q4: 26,952 shares; 2025Q1: 66,247 shares; 2025Q2: 53,267 shares; 2025Q3: 70,746 shares; 2025Q4: 89,946 shares 89,946 $3.56M <0.01% +19,200 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: 2,151 shares; 2024Q4: 3,615 shares; 2025Q1: 8,187 shares; 2025Q2: 19,683 shares; 2025Q3: 24,808 shares; 2025Q4: 30,275 shares 30,275 $3.56M <0.01% +5,467 Timeline DHS 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: 1,469 shares; 2024Q4: 3,985 shares; 2025Q1: 5,991 shares; 2025Q2: 33,896 shares; 2025Q3: 33,295 shares; 2025Q4: 34,896 shares 34,896 $3.55M <0.01% +1,601 Timeline FTC 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: 1,320 shares; 2024Q4: 1,184 shares; 2025Q1: 6,124 shares; 2025Q2: 15,504 shares; 2025Q3: 20,058 shares; 2025Q4: 22,121 shares 22,121 $3.54M <0.01% +2,063 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 2,390 shares; 2025Q1: 3,739 shares; 2025Q2: 5,098 shares; 2025Q3: 6,833 shares; 2025Q4: 10,466 shares 10,466 $3.53M <0.01% +3,633 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,824 shares; 2025Q3: 48,962 shares; 2025Q4: 75,299 shares 75,299 $3.52M <0.01% +26,337 Timeline SPHB 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: 918 shares; 2024Q4: 4,757 shares; 2025Q1: 8,767 shares; 2025Q2: 11,263 shares; 2025Q3: 19,786 shares; 2025Q4: 30,115 shares 30,115 $3.52M <0.01% +10,329 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,363 shares; 2024Q4: 23,688 shares; 2025Q1: 61,321 shares; 2025Q2: 64,910 shares; 2025Q3: 104,661 shares; 2025Q4: 134,691 shares 134,691 $3.52M <0.01% +30,030 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,189 shares; 2024Q4: 9,196 shares; 2025Q1: 11,873 shares; 2025Q2: 15,989 shares; 2025Q3: 18,415 shares; 2025Q4: 24,401 shares 24,401 $3.52M <0.01% +5,986 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,119 shares; 2024Q4: 7,230 shares; 2025Q1: 7,673 shares; 2025Q2: 20,962 shares; 2025Q3: 51,403 shares; 2025Q4: 62,465 shares 62,465 $3.49M <0.01% +11,062 Timeline PKW 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: 4,927 shares; 2024Q4: 8,681 shares; 2025Q1: 11,799 shares; 2025Q2: 15,782 shares; 2025Q3: 20,947 shares; 2025Q4: 25,884 shares 25,884 $3.48M <0.01% +4,937 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,839 shares; 2024Q4: 41,917 shares; 2025Q1: 50,069 shares; 2025Q2: 55,010 shares; 2025Q3: 63,738 shares; 2025Q4: 72,569 shares 72,569 $3.46M <0.01% +8,831 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: 3,156 shares; 2024Q4: 4,575 shares; 2025Q1: 6,727 shares; 2025Q2: 8,559 shares; 2025Q3: 10,702 shares; 2025Q4: 12,648 shares 12,648 $3.45M <0.01% +1,946 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 162 shares; 2025Q1: 2,128 shares; 2025Q2: 2,639 shares; 2025Q3: 6,854 shares; 2025Q4: 13,881 shares 13,881 $3.45M <0.01% +7,027 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 5,454 shares; 2025Q1: 12,193 shares; 2025Q2: 24,679 shares; 2025Q3: 31,580 shares; 2025Q4: 47,358 shares 47,358 $3.44M <0.01% +15,778 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,422 shares; 2024Q4: 48,883 shares; 2025Q1: 64,486 shares; 2025Q2: 85,826 shares; 2025Q3: 179,715 shares; 2025Q4: 239,210 shares 239,210 $3.42M <0.01% +59,495 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,124 shares; 2024Q4: 18,369 shares; 2025Q1: 24,905 shares; 2025Q2: 35,407 shares; 2025Q3: 47,244 shares; 2025Q4: 69,164 shares 69,164 $3.42M <0.01% +21,920 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 5,322 shares; 2025Q1: 19,322 shares; 2025Q2: 31,727 shares; 2025Q3: 54,413 shares; 2025Q4: 76,211 shares 76,211 $3.42M <0.01% +21,798 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,835 shares; 2025Q3: 75,626 shares; 2025Q4: 96,042 shares 96,042 $3.41M <0.01% +20,416 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 3,243 shares; 2025Q1: 5,244 shares; 2025Q2: 10,525 shares; 2025Q3: 12,045 shares; 2025Q4: 13,072 shares 13,072 $3.38M <0.01% +1,027 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,433 shares; 2024Q4: 7,027 shares; 2025Q1: 12,595 shares; 2025Q2: 19,404 shares; 2025Q3: 34,767 shares; 2025Q4: 86,228 shares 86,228 $3.38M <0.01% +51,461 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 5,024 shares; 2025Q1: 8,746 shares; 2025Q2: 13,578 shares; 2025Q3: 16,631 shares; 2025Q4: 17,060 shares 17,060 $3.36M <0.01% +429 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,079 shares; 2024Q4: 19,673 shares; 2025Q1: 24,076 shares; 2025Q2: 32,883 shares; 2025Q3: 37,674 shares; 2025Q4: 42,448 shares 42,448 $3.35M <0.01% +4,774 Timeline EPS 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: 7,313 shares; 2024Q4: 8,559 shares; 2025Q1: 14,118 shares; 2025Q2: 20,146 shares; 2025Q3: 28,024 shares; 2025Q4: 47,031 shares 47,031 $3.33M <0.01% +19,007 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: 127,707 shares; 2024Q4: 145,026 shares; 2025Q1: 155,139 shares; 2025Q2: 152,755 shares; 2025Q3: 163,080 shares; 2025Q4: 161,453 shares 161,453 $3.33M <0.01% -1,627 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,366 shares; 2025Q1: 29,405 shares; 2025Q2: 36,785 shares; 2025Q3: 35,788 shares; 2025Q4: 38,933 shares 38,933 $3.33M <0.01% +3,145 Timeline LVHD 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: 5,484 shares; 2024Q4: 8,865 shares; 2025Q1: 22,944 shares; 2025Q2: 49,337 shares; 2025Q3: 68,653 shares; 2025Q4: 83,523 shares 83,523 $3.33M <0.01% +14,870 Timeline VMBS 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: 28,184 shares; 2024Q4: 30,087 shares; 2025Q1: 36,709 shares; 2025Q2: 40,914 shares; 2025Q3: 61,285 shares; 2025Q4: 70,140 shares 70,140 $3.3M <0.01% +8,855 Timeline SMOT 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: 14,737 shares; 2024Q4: 34,774 shares; 2025Q1: 47,845 shares; 2025Q2: 65,871 shares; 2025Q3: 77,920 shares; 2025Q4: 91,172 shares 91,172 $3.3M <0.01% +13,252 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,274 shares; 2024Q4: 41,209 shares; 2025Q1: 53,479 shares; 2025Q2: 49,208 shares; 2025Q3: 49,583 shares; 2025Q4: 51,372 shares 51,372 $3.29M <0.01% +1,789 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: 1,435 shares; 2024Q4: 3,715 shares; 2025Q1: 4,576 shares; 2025Q2: 6,012 shares; 2025Q3: 9,000 shares; 2025Q4: 11,171 shares 11,171 $3.28M <0.01% +2,171 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,611 shares; 2024Q4: 137,011 shares; 2025Q1: 137,187 shares; 2025Q2: 124,491 shares; 2025Q3: 111,408 shares; 2025Q4: 113,763 shares 113,763 $3.28M <0.01% +2,355 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: 43,278 shares; 2024Q4: 60,713 shares; 2025Q1: 73,702 shares; 2025Q2: 86,004 shares; 2025Q3: 119,071 shares; 2025Q4: 188,319 shares 188,319 $3.26M <0.01% +69,248 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 5,115 shares; 2025Q1: 7,902 shares; 2025Q2: 11,445 shares; 2025Q3: 14,500 shares; 2025Q4: 20,056 shares 20,056 $3.25M <0.01% +5,556 Timeline PRFZ 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: 10,188 shares; 2024Q4: 12,102 shares; 2025Q1: 21,560 shares; 2025Q2: 31,461 shares; 2025Q3: 48,280 shares; 2025Q4: 70,645 shares 70,645 $3.24M <0.01% +22,365 Timeline GLRY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 844 shares; 2025Q1: 9,576 shares; 2025Q2: 17,144 shares; 2025Q3: 41,407 shares; 2025Q4: 90,260 shares 90,260 $3.23M <0.01% +48,853 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,538 shares; 2024Q4: 5,494 shares; 2025Q1: 10,772 shares; 2025Q2: 13,634 shares; 2025Q3: 15,870 shares; 2025Q4: 35,440 shares 35,440 $3.23M <0.01% +19,570 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,765 shares; 2024Q4: 18,156 shares; 2025Q1: 25,436 shares; 2025Q2: 33,529 shares; 2025Q3: 37,589 shares; 2025Q4: 45,788 shares 45,788 $3.22M <0.01% +8,199 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: 39,398 shares 39,398 $3.22M <0.01% new Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 69,706 shares 69,706 $3.21M <0.01% new Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,428 shares; 2024Q4: 68,463 shares; 2025Q1: 166,026 shares; 2025Q2: 234,469 shares; 2025Q3: 256,171 shares; 2025Q4: 299,441 shares 299,441 $3.2M <0.01% +43,270 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,390 shares; 2024Q4: 19,829 shares; 2025Q1: 27,026 shares; 2025Q2: 32,187 shares; 2025Q3: 35,905 shares; 2025Q4: 43,141 shares 43,141 $3.19M <0.01% +7,236 Timeline JSCP 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: 1,919 shares; 2024Q4: 8,692 shares; 2025Q1: 18,457 shares; 2025Q2: 21,601 shares; 2025Q3: 46,310 shares; 2025Q4: 66,928 shares 66,928 $3.18M <0.01% +20,618 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,043 shares; 2024Q4: 9,543 shares; 2025Q1: 13,181 shares; 2025Q2: 14,337 shares; 2025Q3: 17,735 shares; 2025Q4: 31,383 shares 31,383 $3.16M <0.01% +13,648 Timeline BSJT 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: 19,289 shares; 2025Q2: 70,796 shares; 2025Q3: 101,176 shares; 2025Q4: 146,653 shares 146,653 $3.15M <0.01% +45,477 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,936 shares; 2024Q4: 11,353 shares; 2025Q1: 15,922 shares; 2025Q2: 21,088 shares; 2025Q3: 26,391 shares; 2025Q4: 50,428 shares 50,428 $3.15M <0.01% +24,037 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,551 shares; 2024Q4: 30,190 shares; 2025Q1: 36,455 shares; 2025Q2: 41,802 shares; 2025Q3: 54,019 shares; 2025Q4: 61,933 shares 61,933 $3.15M <0.01% +7,914 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,734 shares; 2024Q4: 8,547 shares; 2025Q1: 11,248 shares; 2025Q2: 14,042 shares; 2025Q3: 15,870 shares; 2025Q4: 20,761 shares 20,761 $3.14M <0.01% +4,891 Timeline FDD 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: 692 shares; 2024Q4: 3,975 shares; 2025Q1: 6,893 shares; 2025Q2: 71,719 shares; 2025Q3: 112,243 shares; 2025Q4: 178,214 shares 178,214 $3.12M <0.01% +65,971 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: 1,945 shares; 2024Q4: 2,034 shares; 2025Q1: 4,998 shares; 2025Q2: 6,049 shares; 2025Q3: 8,069 shares; 2025Q4: 10,525 shares 10,525 $3.11M <0.01% +2,456 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 3,275 shares; 2025Q1: 5,138 shares; 2025Q2: 13,557 shares; 2025Q3: 16,341 shares; 2025Q4: 15,943 shares 15,943 $3.09M <0.01% -398 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,130 shares; 2025Q2: 13,691 shares; 2025Q3: 19,878 shares; 2025Q4: 36,720 shares 36,720 $3.07M <0.01% +16,842 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,971 shares; 2024Q4: 12,112 shares; 2025Q1: 16,858 shares; 2025Q2: 36,392 shares; 2025Q3: 41,157 shares; 2025Q4: 45,659 shares 45,659 $3.07M <0.01% +4,502 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,393 shares; 2024Q4: 6,720 shares; 2025Q1: 9,185 shares; 2025Q2: 11,338 shares; 2025Q3: 12,208 shares; 2025Q4: 20,330 shares 20,330 $3.06M <0.01% +8,122 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,636 shares; 2024Q4: 5,191 shares; 2025Q1: 5,343 shares; 2025Q2: 7,220 shares; 2025Q3: 24,888 shares; 2025Q4: 60,342 shares 60,342 $3.05M <0.01% +35,454 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,964 shares; 2025Q1: 60,479 shares; 2025Q2: 80,074 shares; 2025Q3: 98,858 shares; 2025Q4: 103,938 shares 103,938 $3.04M <0.01% +5,080 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: 17,106 shares; 2024Q4: 25,522 shares; 2025Q1: 44,470 shares; 2025Q2: 57,278 shares; 2025Q3: 66,556 shares; 2025Q4: 75,392 shares 75,392 $3.04M <0.01% +8,836 Timeline IBDU 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: 9,537 shares; 2024Q4: 22,417 shares; 2025Q1: 41,975 shares; 2025Q2: 57,491 shares; 2025Q3: 90,047 shares; 2025Q4: 129,866 shares 129,866 $3.04M <0.01% +39,819 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 31,037 shares; 2025Q1: 52,702 shares; 2025Q2: 79,283 shares; 2025Q3: 49,126 shares; 2025Q4: 59,611 shares 59,611 $3.02M <0.01% +10,485 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $3.02M <0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,107 shares; 2024Q4: 11,059 shares; 2025Q1: 21,460 shares; 2025Q2: 31,752 shares; 2025Q3: 38,198 shares; 2025Q4: 36,135 shares 36,135 $3.01M <0.01% -2,063 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,239 shares; 2024Q4: 11,261 shares; 2025Q1: 20,939 shares; 2025Q2: 29,767 shares; 2025Q3: 44,715 shares; 2025Q4: 57,489 shares 57,489 $3.01M <0.01% +12,774 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: 7,239 shares; 2024Q4: 9,529 shares; 2025Q1: 10,625 shares; 2025Q2: 13,960 shares; 2025Q3: 15,908 shares; 2025Q4: 28,564 shares 28,564 $3M <0.01% +12,656 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,456 shares; 2024Q4: 5,695 shares; 2025Q1: 8,051 shares; 2025Q2: 10,837 shares; 2025Q3: 13,259 shares; 2025Q4: 13,394 shares 13,394 $2.99M <0.01% +135 Timeline PZA 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: 50,136 shares; 2024Q4: 67,339 shares; 2025Q1: 76,121 shares; 2025Q2: 97,972 shares; 2025Q3: 121,000 shares; 2025Q4: 128,699 shares 128,699 $2.98M <0.01% +7,699 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,718 shares; 2024Q4: 9,880 shares; 2025Q1: 10,657 shares; 2025Q2: 14,799 shares; 2025Q3: 22,940 shares; 2025Q4: 40,527 shares 40,527 $2.98M <0.01% +17,587 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 9,069 shares; 2025Q1: 11,430 shares; 2025Q2: 11,941 shares; 2025Q3: 23,870 shares; 2025Q4: 65,383 shares 65,383 $2.98M <0.01% +41,513 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 3,353 shares; 2025Q1: 4,172 shares; 2025Q2: 5,161 shares; 2025Q3: 6,221 shares; 2025Q4: 13,250 shares 13,250 $2.96M <0.01% +7,029 Timeline PXF 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: 3,490 shares; 2024Q4: 4,984 shares; 2025Q1: 13,568 shares; 2025Q2: 30,707 shares; 2025Q3: 37,458 shares; 2025Q4: 45,062 shares 45,062 $2.95M <0.01% +7,604 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 2,863 shares; 2025Q1: 3,706 shares; 2025Q2: 5,163 shares; 2025Q3: 5,733 shares; 2025Q4: 6,318 shares 6,318 $2.95M <0.01% +585 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,417 shares; 2024Q4: 28,443 shares; 2025Q1: 30,252 shares; 2025Q2: 28,534 shares; 2025Q3: 33,257 shares; 2025Q4: 34,143 shares 34,143 $2.95M <0.01% +886 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,261 shares; 2024Q4: 15,371 shares; 2025Q1: 26,930 shares; 2025Q2: 39,954 shares; 2025Q3: 43,991 shares; 2025Q4: 45,000 shares 45,000 $2.92M <0.01% +1,009 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,656 shares; 2024Q4: 25,364 shares; 2025Q1: 27,468 shares; 2025Q2: 30,050 shares; 2025Q3: 33,320 shares; 2025Q4: 34,731 shares 34,731 $2.91M <0.01% +1,411 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,440 shares; 2024Q4: 137,388 shares; 2025Q1: 153,114 shares; 2025Q2: 158,104 shares; 2025Q3: 163,874 shares; 2025Q4: 204,637 shares 204,637 $2.89M <0.01% +40,763 Timeline SCHV 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: 564 shares; 2024Q4: 9,006 shares; 2025Q1: 25,352 shares; 2025Q2: 57,881 shares; 2025Q3: 82,643 shares; 2025Q4: 96,968 shares 96,968 $2.87M <0.01% +14,325 Timeline HCRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,609 shares; 2024Q4: 10,516 shares; 2025Q1: 18,165 shares; 2025Q2: 32,565 shares; 2025Q3: 51,676 shares; 2025Q4: 80,953 shares 80,953 $2.87M <0.01% +29,277 Timeline ICSH 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: 9,003 shares; 2024Q4: 17,428 shares; 2025Q1: 22,888 shares; 2025Q2: 27,815 shares; 2025Q3: 33,140 shares; 2025Q4: 56,431 shares 56,431 $2.85M <0.01% +23,291 Timeline CWB 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: 9,168 shares; 2024Q4: 14,479 shares; 2025Q1: 21,438 shares; 2025Q2: 24,079 shares; 2025Q3: 29,896 shares; 2025Q4: 31,859 shares 31,859 $2.84M <0.01% +1,963 Timeline FYC 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: 3,072 shares; 2024Q4: 3,453 shares; 2025Q1: 5,098 shares; 2025Q2: 10,710 shares; 2025Q3: 16,384 shares; 2025Q4: 29,523 shares 29,523 $2.84M <0.01% +13,139 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,320 shares; 2024Q4: 35,414 shares; 2025Q1: 42,921 shares; 2025Q2: 59,025 shares; 2025Q3: 86,064 shares; 2025Q4: 120,905 shares 120,905 $2.82M <0.01% +34,841 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: 10,920 shares; 2024Q4: 14,825 shares; 2025Q1: 20,474 shares; 2025Q2: 24,586 shares; 2025Q3: 32,884 shares; 2025Q4: 37,977 shares 37,977 $2.8M <0.01% +5,093 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,840 shares; 2024Q4: 10,393 shares; 2025Q1: 14,075 shares; 2025Q2: 19,298 shares; 2025Q3: 25,049 shares; 2025Q4: 33,473 shares 33,473 $2.8M <0.01% +8,424 Timeline FAD 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: 1,221 shares; 2024Q4: 3,365 shares; 2025Q1: 8,617 shares; 2025Q2: 11,135 shares; 2025Q3: 12,435 shares; 2025Q4: 17,250 shares 17,250 $2.79M <0.01% +4,815 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: 3,067 shares; 2024Q4: 4,367 shares; 2025Q1: 5,462 shares; 2025Q2: 6,863 shares; 2025Q3: 8,469 shares; 2025Q4: 9,602 shares 9,602 $2.79M <0.01% +1,133 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,077 shares; 2024Q4: 23,869 shares; 2025Q1: 28,602 shares; 2025Q2: 36,589 shares; 2025Q3: 29,888 shares; 2025Q4: 21,077 shares 21,077 $2.78M <0.01% -8,811 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,490 shares; 2024Q4: 8,865 shares; 2025Q1: 10,554 shares; 2025Q2: 11,924 shares; 2025Q3: 20,093 shares; 2025Q4: 29,463 shares 29,463 $2.73M <0.01% +9,370 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,771 shares; 2024Q4: 25,253 shares; 2025Q1: 25,026 shares; 2025Q2: 30,064 shares; 2025Q3: 35,636 shares; 2025Q4: 44,797 shares 44,797 $2.72M <0.01% +9,161 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,404 shares; 2024Q4: 28,058 shares; 2025Q1: 49,402 shares; 2025Q2: 48,686 shares; 2025Q3: 47,122 shares; 2025Q4: 59,613 shares 59,613 $2.71M <0.01% +12,491 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: 7,691 shares; 2024Q4: 10,872 shares; 2025Q1: 14,413 shares; 2025Q2: 16,830 shares; 2025Q3: 23,251 shares; 2025Q4: 25,669 shares 25,669 $2.71M <0.01% +2,418 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: 799 shares; 2024Q4: 1,370 shares; 2025Q1: 2,012 shares; 2025Q2: 2,770 shares; 2025Q3: 3,106 shares; 2025Q4: 3,517 shares 3,517 $2.69M <0.01% +411 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 4,370 shares; 2025Q1: 6,283 shares; 2025Q2: 8,356 shares; 2025Q3: 9,137 shares; 2025Q4: 12,558 shares 12,558 $2.69M <0.01% +3,421 Timeline IBDV 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: 9,173 shares; 2024Q4: 17,758 shares; 2025Q1: 41,571 shares; 2025Q2: 56,207 shares; 2025Q3: 85,931 shares; 2025Q4: 120,957 shares 120,957 $2.67M <0.01% +35,026 Timeline FTMS PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 267,153 shares 267,153 $2.65M <0.01% new Timeline FNDB 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: 735 shares; 2024Q4: 6,333 shares; 2025Q1: 18,489 shares; 2025Q2: 52,895 shares; 2025Q3: 78,469 shares; 2025Q4: 99,362 shares 99,362 $2.64M <0.01% +20,893 Timeline DSI 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: 5,893 shares; 2024Q4: 9,880 shares; 2025Q1: 13,857 shares; 2025Q2: 16,043 shares; 2025Q3: 17,963 shares; 2025Q4: 20,316 shares 20,316 $2.62M <0.01% +2,353 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,014 shares; 2024Q4: 94,278 shares; 2025Q1: 142,473 shares; 2025Q2: 180,358 shares; 2025Q3: 217,939 shares; 2025Q4: 261,790 shares 261,790 $2.61M <0.01% +43,851 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 10,903 shares; 2025Q1: 16,466 shares; 2025Q2: 21,588 shares; 2025Q3: 24,007 shares; 2025Q4: 33,022 shares 33,022 $2.6M <0.01% +9,015 Timeline JFLX 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: 51,801 shares 51,801 $2.6M <0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 29 shares; 2025Q1: 335 shares; 2025Q2: 845 shares; 2025Q3: 1,738 shares; 2025Q4: 2,772 shares 2,772 $2.59M <0.01% +1,034 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,317 shares; 2024Q4: 18,336 shares; 2025Q1: 27,429 shares; 2025Q2: 38,089 shares; 2025Q3: 46,158 shares; 2025Q4: 66,881 shares 66,881 $2.58M <0.01% +20,723 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 6,295 shares; 2025Q1: 9,925 shares; 2025Q2: 14,942 shares; 2025Q3: 17,835 shares; 2025Q4: 19,972 shares 19,972 $2.58M <0.01% +2,137 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,118 shares; 2024Q4: 8,462 shares; 2025Q1: 11,203 shares; 2025Q2: 13,892 shares; 2025Q3: 14,640 shares; 2025Q4: 17,852 shares 17,852 $2.56M <0.01% +3,212 Timeline NBSM NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,867 shares; 2025Q1: 31,756 shares; 2025Q2: 53,775 shares; 2025Q3: 77,444 shares; 2025Q4: 101,327 shares 101,327 $2.56M <0.01% +23,883 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 2,308 shares; 2025Q1: 4,236 shares; 2025Q2: 6,035 shares; 2025Q3: 7,688 shares; 2025Q4: 9,783 shares 9,783 $2.56M <0.01% +2,095 Timeline EUFN 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: 708 shares; 2024Q4: 2,450 shares; 2025Q1: 13,649 shares; 2025Q2: 33,234 shares; 2025Q3: 53,690 shares; 2025Q4: 68,742 shares 68,742 $2.55M <0.01% +15,052 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM 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: 1,393 shares; 2025Q3: not reported; 2025Q4: 104,630 shares 104,630 $2.55M <0.01% new Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,394 shares; 2024Q4: 22,798 shares; 2025Q1: 28,198 shares; 2025Q2: 30,948 shares; 2025Q3: 34,024 shares; 2025Q4: 42,000 shares 42,000 $2.54M <0.01% +7,976 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: 4,601 shares; 2024Q4: 7,078 shares; 2025Q1: 8,280 shares; 2025Q2: 10,102 shares; 2025Q3: 11,193 shares; 2025Q4: 12,280 shares 12,280 $2.52M <0.01% +1,087 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: 4,485 shares; 2024Q4: 6,842 shares; 2025Q1: 8,792 shares; 2025Q2: 9,986 shares; 2025Q3: 12,175 shares; 2025Q4: 14,993 shares 14,993 $2.52M <0.01% +2,818 Timeline GUSE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,251 shares 62,251 $2.52M <0.01% new 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: 4,838 shares; 2024Q4: 7,286 shares; 2025Q1: 11,279 shares; 2025Q2: 19,884 shares; 2025Q3: 32,922 shares; 2025Q4: 55,323 shares 55,323 $2.51M <0.01% +22,401 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 1,604 shares; 2025Q1: 2,063 shares; 2025Q2: 4,165 shares; 2025Q3: 5,901 shares; 2025Q4: 14,591 shares 14,591 $2.51M <0.01% +8,690 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 2,713 shares; 2025Q1: 5,056 shares; 2025Q2: 6,265 shares; 2025Q3: 8,044 shares; 2025Q4: 7,978 shares 7,978 $2.49M <0.01% -66 Timeline PAI WESTERN ASSET INVESTMENT GRA More: the full row for WESTERN ASSET INVESTMENT GRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,723 shares; 2024Q4: 155,099 shares; 2025Q1: 167,893 shares; 2025Q2: 176,354 shares; 2025Q3: 187,621 shares; 2025Q4: 199,013 shares 199,013 $2.48M <0.01% +11,392 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: 4,075 shares; 2024Q4: 5,915 shares; 2025Q1: 11,741 shares; 2025Q2: 17,435 shares; 2025Q3: 22,369 shares; 2025Q4: 36,876 shares 36,876 $2.48M <0.01% +14,507 Timeline FNDE 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: 9,402 shares; 2024Q4: 16,307 shares; 2025Q1: 28,139 shares; 2025Q2: 40,671 shares; 2025Q3: 52,732 shares; 2025Q4: 68,366 shares 68,366 $2.47M <0.01% +15,634 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,315 shares; 2024Q4: 8,895 shares; 2025Q1: 18,202 shares; 2025Q2: 19,662 shares; 2025Q3: 23,121 shares; 2025Q4: 28,115 shares 28,115 $2.46M <0.01% +4,994 Timeline IXC 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: 45,964 shares; 2024Q4: 34,876 shares; 2025Q1: 45,960 shares; 2025Q2: 50,165 shares; 2025Q3: 54,904 shares; 2025Q4: 58,353 shares 58,353 $2.45M <0.01% +3,449 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,057 shares; 2024Q4: 27,934 shares; 2025Q1: 35,487 shares; 2025Q2: 41,705 shares; 2025Q3: 48,608 shares; 2025Q4: 52,185 shares 52,185 $2.44M <0.01% +3,577 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,876 shares; 2024Q4: 5,083 shares; 2025Q1: 7,612 shares; 2025Q2: 8,646 shares; 2025Q3: 10,607 shares; 2025Q4: 19,128 shares 19,128 $2.44M <0.01% +8,521 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,260 shares; 2025Q1: 32,715 shares; 2025Q2: 55,587 shares; 2025Q3: 92,457 shares; 2025Q4: 109,511 shares 109,511 $2.43M <0.01% +17,054 Timeline JEMA 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: 3,096 shares; 2024Q4: 5,483 shares; 2025Q1: 12,048 shares; 2025Q2: 18,782 shares; 2025Q3: 21,571 shares; 2025Q4: 49,426 shares 49,426 $2.42M <0.01% +27,855 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 812 shares; 2025Q1: 1,495 shares; 2025Q2: 1,908 shares; 2025Q3: 2,492 shares; 2025Q4: 3,133 shares 3,133 $2.42M <0.01% +641 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 4,870 shares; 2025Q1: 5,861 shares; 2025Q2: 7,910 shares; 2025Q3: 10,635 shares; 2025Q4: 8,475 shares 8,475 $2.4M <0.01% -2,160 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 5,926 shares; 2025Q1: 12,653 shares; 2025Q2: 20,911 shares; 2025Q3: 25,105 shares; 2025Q4: 32,020 shares 32,020 $2.38M <0.01% +6,915 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 2,250 shares; 2025Q1: 4,471 shares; 2025Q2: 11,847 shares; 2025Q3: 24,706 shares; 2025Q4: 47,495 shares 47,495 $2.37M <0.01% +22,789 Timeline XSLV 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: 12,581 shares; 2024Q4: 22,539 shares; 2025Q1: 33,552 shares; 2025Q2: 44,536 shares; 2025Q3: 51,537 shares; 2025Q4: 50,761 shares 50,761 $2.35M <0.01% -776 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,473 shares; 2024Q4: 30,114 shares; 2025Q1: 37,489 shares; 2025Q2: 41,038 shares; 2025Q3: 35,333 shares; 2025Q4: 38,983 shares 38,983 $2.35M <0.01% +3,650 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,306 shares; 2024Q4: 9,169 shares; 2025Q1: 11,274 shares; 2025Q2: 12,799 shares; 2025Q3: 15,186 shares; 2025Q4: 16,240 shares 16,240 $2.35M <0.01% +1,054 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 4,627 shares; 2025Q1: 9,143 shares; 2025Q2: 47,904 shares; 2025Q3: 80,461 shares; 2025Q4: 105,998 shares 105,998 $2.33M <0.01% +25,537 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,438 shares; 2024Q4: 9,085 shares; 2025Q1: 19,516 shares; 2025Q2: 43,225 shares; 2025Q3: 50,239 shares; 2025Q4: 56,700 shares 56,700 $2.33M <0.01% +6,461 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,925 shares; 2024Q4: 4,046 shares; 2025Q1: 5,427 shares; 2025Q2: 6,322 shares; 2025Q3: 7,456 shares; 2025Q4: 22,468 shares 22,468 $2.33M <0.01% +15,012 Timeline IYT 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: 16,551 shares; 2024Q4: 25,234 shares; 2025Q1: 28,273 shares; 2025Q2: 28,546 shares; 2025Q3: 29,813 shares; 2025Q4: 31,032 shares 31,032 $2.31M <0.01% +1,219 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,790 shares; 2024Q4: 5,100 shares; 2025Q1: 6,648 shares; 2025Q2: 8,035 shares; 2025Q3: 9,379 shares; 2025Q4: 10,899 shares 10,899 $2.31M <0.01% +1,520 Timeline IDHQ 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: 4,036 shares; 2024Q4: 8,726 shares; 2025Q1: 19,313 shares; 2025Q2: 36,877 shares; 2025Q3: 46,955 shares; 2025Q4: 65,431 shares 65,431 $2.3M <0.01% +18,476 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,066 shares; 2024Q4: 43,382 shares; 2025Q1: 59,893 shares; 2025Q2: 65,478 shares; 2025Q3: 66,717 shares; 2025Q4: 72,095 shares 72,095 $2.28M <0.01% +5,378 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,134 shares; 2024Q4: 14,856 shares; 2025Q1: 25,901 shares; 2025Q2: 28,745 shares; 2025Q3: 32,293 shares; 2025Q4: 37,641 shares 37,641 $2.27M <0.01% +5,348 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 9,643 shares; 2025Q1: 10,044 shares; 2025Q2: 12,737 shares; 2025Q3: 16,528 shares; 2025Q4: 20,913 shares 20,913 $2.27M <0.01% +4,385 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,048 shares; 2024Q4: 9,535 shares; 2025Q1: 11,488 shares; 2025Q2: 10,857 shares; 2025Q3: 13,326 shares; 2025Q4: 15,747 shares 15,747 $2.27M <0.01% +2,421 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,447 shares; 2024Q4: 38,752 shares; 2025Q1: 58,150 shares; 2025Q2: 66,013 shares; 2025Q3: 75,677 shares; 2025Q4: 81,002 shares 81,002 $2.27M <0.01% +5,325 Timeline GANX GAIN THERAPEUTICS INC More: the full row for GAIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,500 shares; 2024Q4: 98,250 shares; 2025Q1: 427,700 shares; 2025Q2: 676,888 shares; 2025Q3: 676,822 shares; 2025Q4: 702,213 shares 702,213 $2.26M <0.01% +25,391 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,619 shares; 2024Q4: 4,965 shares; 2025Q1: 7,515 shares; 2025Q2: 7,579 shares; 2025Q3: 8,856 shares; 2025Q4: 12,825 shares 12,825 $2.26M <0.01% +3,969 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,235 shares; 2024Q4: 35,364 shares; 2025Q1: 41,753 shares; 2025Q2: 61,945 shares; 2025Q3: 79,691 shares; 2025Q4: 90,007 shares 90,007 $2.25M <0.01% +10,316 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 5,061 shares; 2025Q1: 7,016 shares; 2025Q2: 8,564 shares; 2025Q3: 10,764 shares; 2025Q4: 12,517 shares 12,517 $2.25M <0.01% +1,753 Timeline WTV 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: 230 shares; 2025Q2: 272 shares; 2025Q3: 4,955 shares; 2025Q4: 23,974 shares 23,974 $2.24M <0.01% +19,019 Timeline PIZ 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 1,684 shares; 2025Q2: 5,751 shares; 2025Q3: 19,148 shares; 2025Q4: 45,540 shares 45,540 $2.23M <0.01% +26,392 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 6,936 shares; 2025Q1: 8,789 shares; 2025Q2: 13,962 shares; 2025Q3: 16,893 shares; 2025Q4: 19,857 shares 19,857 $2.23M <0.01% +2,964 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,420 shares; 2024Q4: 34,349 shares; 2025Q1: 54,025 shares; 2025Q2: 55,461 shares; 2025Q3: 68,937 shares; 2025Q4: 73,208 shares 73,208 $2.23M <0.01% +4,271 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 3,069 shares; 2025Q1: 3,841 shares; 2025Q2: 4,208 shares; 2025Q3: 4,712 shares; 2025Q4: 25,530 shares 25,530 $2.23M <0.01% +20,818 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,068 shares; 2024Q4: 24,993 shares; 2025Q1: 26,388 shares; 2025Q2: 31,683 shares; 2025Q3: 42,523 shares; 2025Q4: 84,943 shares 84,943 $2.2M <0.01% +42,420 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,823 shares; 2025Q4: 57,109 shares 57,109 $2.2M <0.01% +43,286 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 1,249 shares; 2025Q1: 1,662 shares; 2025Q2: 1,962 shares; 2025Q3: 2,231 shares; 2025Q4: 2,414 shares 2,414 $2.19M <0.01% +183 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 3,314 shares; 2025Q1: 3,262 shares; 2025Q2: 5,282 shares; 2025Q3: 7,899 shares; 2025Q4: 8,925 shares 8,925 $2.18M <0.01% +1,026 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,956 shares; 2024Q4: 30,499 shares; 2025Q1: 35,617 shares; 2025Q2: 55,794 shares; 2025Q3: 70,163 shares; 2025Q4: 85,229 shares 85,229 $2.18M <0.01% +15,066 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,094 shares; 2025Q1: 21,705 shares; 2025Q2: 34,803 shares; 2025Q3: 72,391 shares; 2025Q4: 88,982 shares 88,982 $2.18M <0.01% +16,591 Timeline XBI 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: 7,775 shares; 2024Q4: 20,667 shares; 2025Q1: 18,894 shares; 2025Q2: 16,541 shares; 2025Q3: 16,312 shares; 2025Q4: 17,818 shares 17,818 $2.17M <0.01% +1,506 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: 5,470 shares; 2024Q4: 9,921 shares; 2025Q1: 11,971 shares; 2025Q2: 14,433 shares; 2025Q3: 16,941 shares; 2025Q4: 21,849 shares 21,849 $2.17M <0.01% +4,908 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,118 shares; 2024Q4: 8,680 shares; 2025Q1: 12,912 shares; 2025Q2: 14,282 shares; 2025Q3: 16,752 shares; 2025Q4: 19,769 shares 19,769 $2.16M <0.01% +3,017 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 7,110 shares; 2025Q1: 11,923 shares; 2025Q2: 14,949 shares; 2025Q3: 19,258 shares; 2025Q4: 20,921 shares 20,921 $2.16M <0.01% +1,663 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,601 shares; 2024Q4: 12,903 shares; 2025Q1: 22,854 shares; 2025Q2: 28,388 shares; 2025Q3: 31,112 shares; 2025Q4: 24,249 shares 24,249 $2.15M <0.01% -6,863 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 15,399 shares; 2025Q1: 68,197 shares; 2025Q2: 89,723 shares; 2025Q3: 119,739 shares; 2025Q4: 152,011 shares 152,011 $2.15M <0.01% +32,272 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,339 shares; 2024Q4: 5,334 shares; 2025Q1: 7,428 shares; 2025Q2: 8,477 shares; 2025Q3: 9,723 shares; 2025Q4: 10,615 shares 10,615 $2.14M <0.01% +892 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,359 shares; 2024Q4: 7,429 shares; 2025Q1: 10,867 shares; 2025Q2: 12,193 shares; 2025Q3: 12,554 shares; 2025Q4: 13,155 shares 13,155 $2.13M <0.01% +601 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 2,577 shares; 2025Q1: 2,412 shares; 2025Q2: 3,212 shares; 2025Q3: 3,986 shares; 2025Q4: 6,600 shares 6,600 $2.12M <0.01% +2,614 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: 2,499 shares; 2025Q1: 4,740 shares; 2025Q2: 8,848 shares; 2025Q3: 13,502 shares; 2025Q4: 20,398 shares 20,398 $2.12M <0.01% +6,896 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,721 shares; 2024Q4: 36,427 shares; 2025Q1: 55,657 shares; 2025Q2: 61,851 shares; 2025Q3: 76,331 shares; 2025Q4: 109,500 shares 109,500 $2.12M <0.01% +33,169 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 1,688 shares; 2025Q1: 3,109 shares; 2025Q2: 19,641 shares; 2025Q3: 26,875 shares; 2025Q4: 32,896 shares 32,896 $2.12M <0.01% +6,021 Timeline EDIV 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: 3,815 shares; 2024Q4: 12,458 shares; 2025Q1: 21,834 shares; 2025Q2: 48,943 shares; 2025Q3: 57,164 shares; 2025Q4: 54,032 shares 54,032 $2.12M <0.01% -3,132 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 1,697 shares; 2025Q1: 1,865 shares; 2025Q2: 3,145 shares; 2025Q3: 4,098 shares; 2025Q4: 5,012 shares 5,012 $2.12M <0.01% +914 Timeline DLN 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: 620 shares; 2024Q4: 2,769 shares; 2025Q1: 13,586 shares; 2025Q2: 16,472 shares; 2025Q3: 18,556 shares; 2025Q4: 24,000 shares 24,000 $2.11M <0.01% +5,444 Timeline FYX 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: 8,201 shares; 2024Q4: 14,321 shares; 2025Q1: 14,439 shares; 2025Q2: 15,423 shares; 2025Q3: 17,385 shares; 2025Q4: 18,683 shares 18,683 $2.11M <0.01% +1,298 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,632 shares; 2025Q1: 39,272 shares; 2025Q2: 44,485 shares; 2025Q3: 57,218 shares; 2025Q4: 73,325 shares 73,325 $2.11M <0.01% +16,107 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,248 shares; 2024Q4: 9,532 shares; 2025Q1: 19,340 shares; 2025Q2: 23,524 shares; 2025Q3: 40,594 shares; 2025Q4: 60,770 shares 60,770 $2.11M <0.01% +20,176 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: 3,259 shares; 2025Q1: 5,610 shares; 2025Q2: 10,486 shares; 2025Q3: 9,242 shares; 2025Q4: 12,405 shares 12,405 $2.1M <0.01% +3,163 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,690 shares; 2024Q4: 11,769 shares; 2025Q1: 15,201 shares; 2025Q2: 21,164 shares; 2025Q3: 24,770 shares; 2025Q4: 32,433 shares 32,433 $2.08M <0.01% +7,663 Timeline SHYD 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: 21,444 shares; 2024Q4: 27,857 shares; 2025Q1: 26,226 shares; 2025Q2: 40,047 shares; 2025Q3: 63,655 shares; 2025Q4: 90,516 shares 90,516 $2.07M <0.01% +26,861 Timeline MLN 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: 25,895 shares; 2024Q4: 53,771 shares; 2025Q1: 69,606 shares; 2025Q2: 96,092 shares; 2025Q3: 100,119 shares; 2025Q4: 118,038 shares 118,038 $2.07M <0.01% +17,919 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,103 shares; 2024Q4: 27,244 shares; 2025Q1: 29,168 shares; 2025Q2: 34,963 shares; 2025Q3: 43,163 shares; 2025Q4: 46,470 shares 46,470 $2.07M <0.01% +3,307 Timeline JMSI 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: 6,573 shares; 2024Q4: 10,468 shares; 2025Q1: 13,834 shares; 2025Q2: 24,414 shares; 2025Q3: 33,207 shares; 2025Q4: 41,009 shares 41,009 $2.07M <0.01% +7,802 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: 6,629 shares; 2024Q4: 14,821 shares; 2025Q1: 17,482 shares; 2025Q2: 22,479 shares; 2025Q3: 32,776 shares; 2025Q4: 46,112 shares 46,112 $2.06M <0.01% +13,336 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 1,093 shares; 2025Q1: 2,156 shares; 2025Q2: 3,953 shares; 2025Q3: 7,374 shares; 2025Q4: 8,522 shares 8,522 $2.06M <0.01% +1,148 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: 5,670 shares; 2024Q4: 9,368 shares; 2025Q1: 22,387 shares; 2025Q2: 34,063 shares; 2025Q3: 40,209 shares; 2025Q4: 47,588 shares 47,588 $2.06M <0.01% +7,379 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,362 shares 42,362 $2.06M <0.01% new Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,648 shares; 2024Q4: 10,689 shares; 2025Q1: 22,966 shares; 2025Q2: 35,893 shares; 2025Q3: 68,965 shares; 2025Q4: 85,374 shares 85,374 $2.05M <0.01% +16,409 Timeline FNK 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: 934 shares; 2024Q4: 5,777 shares; 2025Q1: 14,952 shares; 2025Q2: 28,335 shares; 2025Q3: 32,546 shares; 2025Q4: 36,779 shares 36,779 $2.05M <0.01% +4,233 Timeline BWX 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: 34,284 shares; 2024Q4: 57,433 shares; 2025Q1: 47,782 shares; 2025Q2: 61,732 shares; 2025Q3: 87,859 shares; 2025Q4: 90,814 shares 90,814 $2.05M <0.01% +2,955 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,286 shares; 2024Q4: 28,148 shares; 2025Q1: 34,572 shares; 2025Q2: 53,099 shares; 2025Q3: 58,658 shares; 2025Q4: 59,048 shares 59,048 $2.04M <0.01% +390 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 4,815 shares; 2025Q1: 5,395 shares; 2025Q2: 5,394 shares; 2025Q3: 6,083 shares; 2025Q4: 6,899 shares 6,899 $2.04M <0.01% +816 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 15,981 shares; 2025Q1: 48,197 shares; 2025Q2: 57,321 shares; 2025Q3: 71,634 shares; 2025Q4: 80,557 shares 80,557 $2.04M <0.01% +8,923 Timeline BSJU 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: 11,437 shares; 2025Q2: 42,019 shares; 2025Q3: 59,999 shares; 2025Q4: 78,016 shares 78,016 $2.04M <0.01% +18,017 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,248 shares; 2024Q4: 13,494 shares; 2025Q1: 17,830 shares; 2025Q2: 21,236 shares; 2025Q3: 29,760 shares; 2025Q4: 43,484 shares 43,484 $2.04M <0.01% +13,724 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 508 shares; 2025Q1: 1,526 shares; 2025Q2: 1,157 shares; 2025Q3: 1,885 shares; 2025Q4: 3,312 shares 3,312 $2.03M <0.01% +1,427 Timeline CGW 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: 8,184 shares; 2024Q4: 12,695 shares; 2025Q1: 21,449 shares; 2025Q2: 28,006 shares; 2025Q3: 30,484 shares; 2025Q4: 32,134 shares 32,134 $2.02M <0.01% +1,650 Timeline LDUR 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: 844 shares; 2025Q1: 853 shares; 2025Q2: 3,216 shares; 2025Q3: 3,808 shares; 2025Q4: 20,932 shares 20,932 $2.01M <0.01% +17,124 Timeline IGLB 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: 2,602 shares; 2024Q4: 9,131 shares; 2025Q1: 9,565 shares; 2025Q2: 17,628 shares; 2025Q3: 28,147 shares; 2025Q4: 39,709 shares 39,709 $2M <0.01% +11,562 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 911 shares; 2025Q1: 1,049 shares; 2025Q2: 1,287 shares; 2025Q3: 1,532 shares; 2025Q4: 1,500 shares 1,500 $1.99M <0.01% -32 Timeline SCHO 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: 3,101 shares; 2024Q4: 30,684 shares; 2025Q1: 37,640 shares; 2025Q2: 54,658 shares; 2025Q3: 66,041 shares; 2025Q4: 81,773 shares 81,773 $1.99M <0.01% +15,732 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,511 shares; 2025Q2: 13,835 shares; 2025Q3: 29,490 shares; 2025Q4: 44,774 shares 44,774 $1.99M <0.01% +15,284 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: 7,202 shares; 2024Q4: 12,265 shares; 2025Q1: 17,103 shares; 2025Q2: 22,958 shares; 2025Q3: 30,112 shares; 2025Q4: 36,417 shares 36,417 $1.99M <0.01% +6,305 Timeline TOTR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,573 shares; 2025Q3: 31,895 shares; 2025Q4: 48,502 shares 48,502 $1.98M <0.01% +16,607 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,468 shares; 2024Q4: 7,561 shares; 2025Q1: 13,107 shares; 2025Q2: 15,594 shares; 2025Q3: 20,717 shares; 2025Q4: 27,472 shares 27,472 $1.97M <0.01% +6,755 Timeline IMCG 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: 2,319 shares; 2024Q4: 4,803 shares; 2025Q1: 11,207 shares; 2025Q2: 17,653 shares; 2025Q3: 19,172 shares; 2025Q4: 24,701 shares 24,701 $1.97M <0.01% +5,529 Timeline ILTB 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: 6,365 shares; 2024Q4: 17,236 shares; 2025Q1: 21,211 shares; 2025Q2: 22,435 shares; 2025Q3: 24,432 shares; 2025Q4: 39,664 shares 39,664 $1.97M <0.01% +15,232 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,937 shares; 2024Q4: 18,342 shares; 2025Q1: 22,864 shares; 2025Q2: 28,856 shares; 2025Q3: 32,930 shares; 2025Q4: 28,748 shares 28,748 $1.96M <0.01% -4,182 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,178 shares; 2024Q4: 9,922 shares; 2025Q1: 14,468 shares; 2025Q2: 18,053 shares; 2025Q3: 20,484 shares; 2025Q4: 23,676 shares 23,676 $1.96M <0.01% +3,192 Timeline DFSD 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: 1,000 shares; 2024Q4: 1,640 shares; 2025Q1: 2,877 shares; 2025Q2: 8,633 shares; 2025Q3: 11,061 shares; 2025Q4: 40,788 shares 40,788 $1.96M <0.01% +29,727 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,305 shares; 2024Q4: 13,084 shares; 2025Q1: 23,839 shares; 2025Q2: 28,368 shares; 2025Q3: 32,612 shares; 2025Q4: 30,916 shares 30,916 $1.96M <0.01% -1,696 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: 3,163 shares; 2024Q4: 12,579 shares; 2025Q1: 17,611 shares; 2025Q2: 31,176 shares; 2025Q3: 31,193 shares; 2025Q4: 41,655 shares 41,655 $1.95M <0.01% +10,462 Timeline DTH 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: 7,782 shares; 2024Q4: 19,786 shares; 2025Q1: 23,520 shares; 2025Q2: 30,444 shares; 2025Q3: 37,280 shares; 2025Q4: 37,773 shares 37,773 $1.95M <0.01% +493 Timeline EDV 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: 13,874 shares; 2024Q4: 25,277 shares; 2025Q1: 19,984 shares; 2025Q2: 19,431 shares; 2025Q3: 21,752 shares; 2025Q4: 29,970 shares 29,970 $1.95M <0.01% +8,218 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 4,280 shares; 2025Q1: 5,822 shares; 2025Q2: 8,540 shares; 2025Q3: 9,540 shares; 2025Q4: 10,500 shares 10,500 $1.95M <0.01% +960 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,354 shares; 2024Q4: 10,762 shares; 2025Q1: 15,948 shares; 2025Q2: 17,828 shares; 2025Q3: 20,707 shares; 2025Q4: 22,342 shares 22,342 $1.94M <0.01% +1,635 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,509 shares; 2024Q4: 15,950 shares; 2025Q1: 18,941 shares; 2025Q2: 19,782 shares; 2025Q3: 20,655 shares; 2025Q4: 20,896 shares 20,896 $1.93M <0.01% +241 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: 17,599 shares; 2024Q4: 20,789 shares; 2025Q1: 40,035 shares; 2025Q2: 49,700 shares; 2025Q3: 55,855 shares; 2025Q4: 69,244 shares 69,244 $1.93M <0.01% +13,389 Timeline FLTB 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: 399 shares; 2024Q4: 458 shares; 2025Q1: 2,480 shares; 2025Q2: 5,272 shares; 2025Q3: 9,232 shares; 2025Q4: 38,039 shares 38,039 $1.93M <0.01% +28,807 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,619 shares; 2024Q4: 5,337 shares; 2025Q1: 6,041 shares; 2025Q2: 6,037 shares; 2025Q3: 6,707 shares; 2025Q4: 5,207 shares 5,207 $1.92M <0.01% -1,500 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,674 shares; 2025Q1: 2,184 shares; 2025Q2: 2,743 shares; 2025Q3: 3,227 shares; 2025Q4: 3,922 shares 3,922 $1.92M <0.01% +695 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,366 shares; 2024Q4: 5,344 shares; 2025Q1: 7,091 shares; 2025Q2: 7,951 shares; 2025Q3: 9,416 shares; 2025Q4: 15,186 shares 15,186 $1.92M <0.01% +5,770 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,084 shares; 2024Q4: 22,023 shares; 2025Q1: 30,723 shares; 2025Q2: 34,167 shares; 2025Q3: 35,865 shares; 2025Q4: 41,387 shares 41,387 $1.92M <0.01% +5,522 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,262 shares; 2024Q4: 5,866 shares; 2025Q1: 7,215 shares; 2025Q2: 8,102 shares; 2025Q3: 10,336 shares; 2025Q4: 9,447 shares 9,447 $1.92M <0.01% -889 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,745 shares; 2024Q4: 12,489 shares; 2025Q1: 15,344 shares; 2025Q2: 18,058 shares; 2025Q3: 18,752 shares; 2025Q4: 17,083 shares 17,083 $1.91M <0.01% -1,669 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 7,118 shares; 2025Q1: 11,269 shares; 2025Q2: 16,873 shares; 2025Q3: 18,075 shares; 2025Q4: 23,018 shares 23,018 $1.91M <0.01% +4,943 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 161 shares; 2025Q1: 1,159 shares; 2025Q2: 6,717 shares; 2025Q3: 7,076 shares; 2025Q4: 14,955 shares 14,955 $1.88M <0.01% +7,879 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 3,378 shares; 2025Q1: 8,108 shares; 2025Q2: 12,378 shares; 2025Q3: 20,535 shares; 2025Q4: 30,985 shares 30,985 $1.87M <0.01% +10,450 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,428 shares; 2024Q4: 24,085 shares; 2025Q1: 31,271 shares; 2025Q2: 34,616 shares; 2025Q3: 39,368 shares; 2025Q4: 43,874 shares 43,874 $1.87M <0.01% +4,506 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,943 shares; 2024Q4: 11,070 shares; 2025Q1: 28,539 shares; 2025Q2: 46,425 shares; 2025Q3: 68,276 shares; 2025Q4: 89,133 shares 89,133 $1.87M <0.01% +20,857 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 4,010 shares; 2025Q1: 4,969 shares; 2025Q2: 6,471 shares; 2025Q3: 8,477 shares; 2025Q4: 10,959 shares 10,959 $1.87M <0.01% +2,482 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 8 shares; 2025Q1: 103 shares; 2025Q2: 87 shares; 2025Q3: 5,714 shares; 2025Q4: 28,501 shares 28,501 $1.86M <0.01% +22,787 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,379 shares; 2024Q4: 5,405 shares; 2025Q1: 7,848 shares; 2025Q2: 8,275 shares; 2025Q3: 8,648 shares; 2025Q4: 9,015 shares 9,015 $1.86M <0.01% +367 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,064 shares; 2024Q4: 3,808 shares; 2025Q1: 4,019 shares; 2025Q2: 4,544 shares; 2025Q3: 4,780 shares; 2025Q4: 5,271 shares 5,271 $1.86M <0.01% +491 Timeline PWZ 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: 4,865 shares; 2024Q4: 9,110 shares; 2025Q1: 13,558 shares; 2025Q2: 42,338 shares; 2025Q3: 50,319 shares; 2025Q4: 76,971 shares 76,971 $1.86M <0.01% +26,652 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 751 shares; 2025Q1: 4,636 shares; 2025Q2: 9,809 shares; 2025Q3: 11,877 shares; 2025Q4: 11,192 shares 11,192 $1.86M <0.01% -685 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,413 shares; 2024Q4: 19,161 shares; 2025Q1: 23,867 shares; 2025Q2: 29,743 shares; 2025Q3: 32,354 shares; 2025Q4: 36,228 shares 36,228 $1.85M <0.01% +3,874 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 2,389 shares; 2025Q1: 2,499 shares; 2025Q2: 5,399 shares; 2025Q3: 8,749 shares; 2025Q4: 18,361 shares 18,361 $1.85M <0.01% +9,612 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,689 shares; 2024Q4: 22,419 shares; 2025Q1: 22,811 shares; 2025Q2: 19,160 shares; 2025Q3: 34,643 shares; 2025Q4: 81,840 shares 81,840 $1.85M <0.01% +47,197 Timeline FNY 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: 1,763 shares; 2024Q4: 3,143 shares; 2025Q1: 7,854 shares; 2025Q2: 16,720 shares; 2025Q3: 19,677 shares; 2025Q4: 20,230 shares 20,230 $1.84M <0.01% +553 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,040 shares; 2024Q4: 124,492 shares; 2025Q1: 152,826 shares; 2025Q2: 166,685 shares; 2025Q3: 167,868 shares; 2025Q4: 163,936 shares 163,936 $1.84M <0.01% -3,932 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,756 shares; 2024Q4: 15,122 shares; 2025Q1: 18,001 shares; 2025Q2: 26,183 shares; 2025Q3: 29,804 shares; 2025Q4: 37,793 shares 37,793 $1.83M <0.01% +7,989 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,934 shares; 2024Q4: 7,238 shares; 2025Q1: 11,739 shares; 2025Q2: 16,160 shares; 2025Q3: 22,715 shares; 2025Q4: 19,834 shares 19,834 $1.83M <0.01% -2,881 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,065 shares; 2024Q4: 42,279 shares; 2025Q1: 56,548 shares; 2025Q2: 53,267 shares; 2025Q3: 62,563 shares; 2025Q4: 49,863 shares 49,863 $1.83M <0.01% -12,700 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,907 shares; 2024Q4: 16,213 shares; 2025Q1: 31,568 shares; 2025Q2: 34,292 shares; 2025Q3: 36,023 shares; 2025Q4: 63,304 shares 63,304 $1.83M <0.01% +27,281 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270 shares; 2025Q4: 51,343 shares 51,343 $1.82M <0.01% +51,073 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 2,438 shares; 2025Q1: 6,063 shares; 2025Q2: 9,093 shares; 2025Q3: 10,273 shares; 2025Q4: 10,387 shares 10,387 $1.82M <0.01% +114 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 3,599 shares; 2025Q1: 4,730 shares; 2025Q2: 5,333 shares; 2025Q3: 6,059 shares; 2025Q4: 6,379 shares 6,379 $1.82M <0.01% +320 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,737 shares; 2024Q4: 28,449 shares; 2025Q1: 45,540 shares; 2025Q2: 62,867 shares; 2025Q3: 71,287 shares; 2025Q4: 81,232 shares 81,232 $1.81M <0.01% +9,945 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 37,211 shares 37,211 $1.8M <0.01% new Timeline FLHY 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: 3,765 shares; 2024Q4: 4,979 shares; 2025Q1: 14,683 shares; 2025Q2: 31,952 shares; 2025Q3: 49,884 shares; 2025Q4: 73,580 shares 73,580 $1.8M <0.01% +23,696 Timeline