AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,899 shares; 2024Q4: 360,158 shares; 2025Q1: 345,846 shares; 2025Q2: 354,157 shares; 2025Q3: 363,510 shares; 2025Q4: 341,627 shares 341,627 $92.9M 6.87% -21,883 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,847 shares; 2024Q4: 124,984 shares; 2025Q1: 125,601 shares; 2025Q2: 120,144 shares; 2025Q3: 163,685 shares; 2025Q4: 117,643 shares 117,643 $80.2M 5.93% -46,042 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,154 shares; 2024Q4: 243,209 shares; 2025Q1: 247,439 shares; 2025Q2: 248,767 shares; 2025Q3: 259,417 shares; 2025Q4: 248,827 shares 248,827 $44.2M 3.27% -10,590 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,367 shares; 2024Q4: 621,668 shares; 2025Q1: 594,190 shares; 2025Q2: 506,955 shares; 2025Q3: 516,657 shares; 2025Q4: 523,900 shares 523,900 $42M 3.11% +7,243 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: 36,130 shares; 2024Q4: 524,780 shares; 2025Q1: 721,195 shares; 2025Q2: 777,879 shares; 2025Q3: 798,273 shares; 2025Q4: 1,047,375 shares 1,047,375 $41.2M 3.05% +249,102 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,437 shares; 2024Q4: 83,357 shares; 2025Q1: 84,010 shares; 2025Q2: 86,226 shares; 2025Q3: 91,773 shares; 2025Q4: 90,537 shares 90,537 $40.7M 3.01% -1,236 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,628 shares; 2024Q4: 106,397 shares; 2025Q1: 107,910 shares; 2025Q2: 114,747 shares; 2025Q3: 123,585 shares; 2025Q4: 119,761 shares 119,761 $40.2M 2.97% -3,824 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,905 shares; 2024Q4: 210,551 shares; 2025Q1: 212,450 shares; 2025Q2: 216,428 shares; 2025Q3: 219,561 shares; 2025Q4: 215,201 shares 215,201 $40.1M 2.97% -4,360 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,314 shares; 2024Q4: 384,830 shares; 2025Q1: 378,393 shares; 2025Q2: 338,467 shares; 2025Q3: 345,191 shares; 2025Q4: 349,716 shares 349,716 $37.3M 2.76% +4,525 Timeline DYNF 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: 269,752 shares; 2024Q4: 339,896 shares; 2025Q1: 350,350 shares; 2025Q2: 351,727 shares; 2025Q3: 418,544 shares; 2025Q4: 550,402 shares 550,402 $33.5M 2.48% +131,858 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,210 shares; 2024Q4: 49,120 shares; 2025Q1: 49,364 shares; 2025Q2: 49,459 shares; 2025Q3: 54,832 shares; 2025Q4: 48,359 shares 48,359 $23.4M 1.73% -6,473 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,772 shares; 2024Q4: 33,091 shares; 2025Q1: 34,211 shares; 2025Q2: 39,766 shares; 2025Q3: 41,554 shares; 2025Q4: 45,603 shares 45,603 $22.9M 1.7% +4,049 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,184 shares; 2024Q4: 33,612 shares; 2025Q1: 32,828 shares; 2025Q2: 34,395 shares; 2025Q3: 34,712 shares; 2025Q4: 36,020 shares 36,020 $22.6M 1.67% +1,308 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,506 shares; 2024Q4: 92,451 shares; 2025Q1: 91,828 shares; 2025Q2: 93,963 shares; 2025Q3: 100,630 shares; 2025Q4: 96,111 shares 96,111 $22.2M 1.64% -4,519 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,666 shares; 2024Q4: 31,091 shares; 2025Q1: 31,240 shares; 2025Q2: 31,578 shares; 2025Q3: 35,303 shares; 2025Q4: 32,891 shares 32,891 $21.7M 1.61% -2,412 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,073 shares; 2024Q4: 52,772 shares; 2025Q1: 52,943 shares; 2025Q2: 54,285 shares; 2025Q3: 63,004 shares; 2025Q4: 58,950 shares 58,950 $19M 1.41% -4,054 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,947 shares; 2024Q4: 73,333 shares; 2025Q1: 74,485 shares; 2025Q2: 76,356 shares; 2025Q3: 88,692 shares; 2025Q4: 82,849 shares 82,849 $17.7M 1.31% -5,843 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: 12,399 shares; 2024Q4: 55,773 shares; 2025Q1: 56,728 shares; 2025Q2: 58,163 shares; 2025Q3: 67,788 shares; 2025Q4: 62,817 shares 62,817 $17.3M 1.28% -4,971 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,995 shares; 2024Q4: 23,514 shares; 2025Q1: 121,758 shares; 2025Q2: 167,415 shares; 2025Q3: 275,578 shares; 2025Q4: 287,094 shares 287,094 $17M 1.26% +11,516 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,969 shares; 2024Q4: 24,836 shares; 2025Q1: 26,919 shares; 2025Q2: 35,409 shares; 2025Q3: 115,721 shares; 2025Q4: 245,277 shares 245,277 $16.5M 1.22% +129,556 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,672 shares; 2024Q4: 17,898 shares; 2025Q1: 18,428 shares; 2025Q2: 20,587 shares; 2025Q3: 21,510 shares; 2025Q4: 21,221 shares 21,221 $13M 0.96% -289 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,540 shares; 2024Q4: 254,402 shares; 2025Q1: 164,101 shares; 2025Q2: 121,335 shares; 2025Q3: 116,084 shares; 2025Q4: 379,123 shares 379,123 $13M 0.96% +263,039 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: 17 shares; 2024Q4: 22 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 18 shares; 2025Q4: 17 shares 17 $12.8M 0.95% -1 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,685 shares; 2024Q4: 37,856 shares; 2025Q1: 37,679 shares; 2025Q2: 38,171 shares; 2025Q3: 41,578 shares; 2025Q4: 39,227 shares 39,227 $12.3M 0.91% -2,351 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,177 shares; 2024Q4: 126,424 shares; 2025Q1: 132,975 shares; 2025Q2: 137,721 shares; 2025Q3: 163,603 shares; 2025Q4: 164,617 shares 164,617 $12.2M 0.9% +1,014 Timeline BAI 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: not reported; 2025Q1: not reported; 2025Q2: 10,637 shares; 2025Q3: 267,974 shares; 2025Q4: 359,189 shares 359,189 $12M 0.88% +91,215 Timeline JQUA 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: 278,428 shares; 2024Q4: 299,193 shares; 2025Q1: 324,131 shares; 2025Q2: 324,328 shares; 2025Q3: 305,643 shares; 2025Q4: 187,038 shares 187,038 $11.8M 0.87% -118,605 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,946 shares; 2024Q4: 64,293 shares; 2025Q1: 60,933 shares; 2025Q2: 60,305 shares; 2025Q3: 61,734 shares; 2025Q4: 60,538 shares 60,538 $11.6M 0.86% -1,196 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,979 shares; 2024Q4: 16,852 shares; 2025Q1: 16,718 shares; 2025Q2: 17,528 shares; 2025Q3: 18,233 shares; 2025Q4: 21,021 shares 21,021 $10.3M 0.76% +2,788 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,748 shares; 2024Q4: 43,517 shares; 2025Q1: 44,828 shares; 2025Q2: 46,672 shares; 2025Q3: 51,405 shares; 2025Q4: 48,029 shares 48,029 $9.94M 0.74% -3,376 Timeline TCAF 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: 182,067 shares; 2024Q4: 194,779 shares; 2025Q1: 224,162 shares; 2025Q2: 240,362 shares; 2025Q3: 246,553 shares; 2025Q4: 252,587 shares 252,587 $9.65M 0.71% +6,034 Timeline MTUM 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: 5,386 shares; 2024Q4: 23,341 shares; 2025Q1: 23,507 shares; 2025Q2: 25,011 shares; 2025Q3: 27,067 shares; 2025Q4: 37,837 shares 37,837 $9.47M 0.7% +10,770 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,124 shares; 2024Q4: 28,251 shares; 2025Q1: 28,979 shares; 2025Q2: 28,238 shares; 2025Q3: 31,526 shares; 2025Q4: 29,416 shares 29,416 $9.21M 0.68% -2,110 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,621 shares; 2024Q4: 11,625 shares; 2025Q1: 12,352 shares; 2025Q2: 12,219 shares; 2025Q3: 12,874 shares; 2025Q4: 12,424 shares 12,424 $8.51M 0.63% -450 Timeline THRO 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: not reported; 2025Q1: not reported; 2025Q2: 200,164 shares; 2025Q3: 209,745 shares; 2025Q4: 218,127 shares 218,127 $8.41M 0.62% +8,382 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,512 shares; 2025Q1: 68,383 shares; 2025Q2: 62,463 shares; 2025Q3: 85,172 shares; 2025Q4: 101,644 shares 101,644 $8.25M 0.61% +16,472 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,406 shares; 2024Q4: 14,287 shares; 2025Q1: 14,307 shares; 2025Q2: 14,882 shares; 2025Q3: 15,033 shares; 2025Q4: 16,629 shares 16,629 $7.39M 0.55% +1,596 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,020 shares; 2024Q4: 31,169 shares; 2025Q1: 30,040 shares; 2025Q2: 30,750 shares; 2025Q3: 33,877 shares; 2025Q4: 32,804 shares 32,804 $7.21M 0.53% -1,073 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: 209,327 shares; 2025Q1: 241,084 shares; 2025Q2: 245,339 shares; 2025Q3: 258,731 shares; 2025Q4: 246,942 shares 246,942 $7.12M 0.53% -11,789 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,956 shares; 2024Q4: 51,437 shares; 2025Q1: 50,419 shares; 2025Q2: 50,137 shares; 2025Q3: 50,605 shares; 2025Q4: 52,608 shares 52,608 $6.33M 0.47% +2,003 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,383 shares; 2024Q4: 19,522 shares; 2025Q1: 19,704 shares; 2025Q2: 20,137 shares; 2025Q3: 22,350 shares; 2025Q4: 20,599 shares 20,599 $6.3M 0.47% -1,751 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: 15,506 shares; 2024Q4: 192,400 shares; 2025Q1: 191,720 shares; 2025Q2: 187,083 shares; 2025Q3: 6,738 shares; 2025Q4: 155,362 shares 155,362 $6.25M 0.46% +148,624 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,163 shares; 2024Q4: 24,051 shares; 2025Q1: 24,369 shares; 2025Q2: 24,925 shares; 2025Q3: 27,717 shares; 2025Q4: 25,682 shares 25,682 $6.19M 0.46% -2,035 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,195 shares; 2024Q4: 143,985 shares; 2025Q1: 183,317 shares; 2025Q2: 252,476 shares; 2025Q3: 277,990 shares; 2025Q4: 231,272 shares 231,272 $6.12M 0.45% -46,718 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: 21,323 shares; 2024Q4: 21,748 shares; 2025Q1: 22,065 shares; 2025Q2: 23,314 shares; 2025Q3: 23,583 shares; 2025Q4: 29,563 shares 29,563 $6.06M 0.45% +5,980 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,236 shares; 2024Q4: 216,980 shares; 2025Q1: 218,833 shares; 2025Q2: 226,412 shares; 2025Q3: 251,375 shares; 2025Q4: 239,877 shares 239,877 $5.96M 0.44% -11,498 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,242 shares; 2024Q4: 24,118 shares; 2025Q1: 24,592 shares; 2025Q2: 25,345 shares; 2025Q3: 29,403 shares; 2025Q4: 26,858 shares 26,858 $5.83M 0.43% -2,545 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,972 shares; 2024Q4: 53,932 shares; 2025Q1: 63,437 shares; 2025Q2: 68,136 shares; 2025Q3: 84,588 shares; 2025Q4: 104,135 shares 104,135 $5.7M 0.42% +19,547 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: 51,250 shares; 2024Q4: 257,656 shares; 2025Q1: 266,403 shares; 2025Q2: 295,297 shares; 2025Q3: 375,078 shares; 2025Q4: 312,605 shares 312,605 $5.48M 0.41% -62,473 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,112 shares; 2024Q4: 28,486 shares; 2025Q1: 22,584 shares; 2025Q2: 19,936 shares; 2025Q3: 20,274 shares; 2025Q4: 27,352 shares 27,352 $5.43M 0.4% +7,078 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,246 shares; 2024Q4: 87,138 shares; 2025Q1: 84,924 shares; 2025Q2: 81,839 shares; 2025Q3: 79,835 shares; 2025Q4: 73,478 shares 73,478 $5.43M 0.4% -6,357 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,943 shares; 2024Q4: 35,330 shares; 2025Q1: 34,744 shares; 2025Q2: 35,142 shares; 2025Q3: 37,276 shares; 2025Q4: 36,460 shares 36,460 $5.42M 0.4% -816 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 775 shares; 2025Q1: not reported; 2025Q2: 4,704 shares; 2025Q3: 4,379 shares; 2025Q4: 25,439 shares 25,439 $5.39M 0.4% +21,060 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,686 shares; 2024Q4: 20,231 shares; 2025Q1: 20,111 shares; 2025Q2: 20,028 shares; 2025Q3: 20,138 shares; 2025Q4: 20,869 shares 20,869 $5.38M 0.4% +731 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,614 shares; 2024Q4: 17,703 shares; 2025Q1: 17,578 shares; 2025Q2: 18,038 shares; 2025Q3: 17,630 shares; 2025Q4: 18,118 shares 18,118 $5.26M 0.39% +488 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,212 shares; 2024Q4: 40,991 shares; 2025Q1: 36,803 shares; 2025Q2: 36,442 shares; 2025Q3: 40,357 shares; 2025Q4: 36,474 shares 36,474 $5.23M 0.39% -3,883 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,579 shares; 2025Q2: 5,285 shares; 2025Q3: 74,109 shares; 2025Q4: 80,283 shares 80,283 $5.2M 0.38% +6,174 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,258 shares; 2024Q4: 188,899 shares; 2025Q1: 195,731 shares; 2025Q2: 218,385 shares; 2025Q3: 271,333 shares; 2025Q4: 220,450 shares 220,450 $4.82M 0.36% -50,883 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,796 shares; 2024Q4: 36,634 shares; 2025Q1: 36,715 shares; 2025Q2: 37,081 shares; 2025Q3: 41,285 shares; 2025Q4: 37,945 shares 37,945 $4.75M 0.35% -3,340 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: 26,903 shares; 2024Q4: 27,705 shares; 2025Q1: 171,520 shares; 2025Q2: 25,036 shares; 2025Q3: 238,062 shares; 2025Q4: 185,505 shares 185,505 $4.63M 0.34% -52,557 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,791 shares; 2024Q4: 17,952 shares; 2025Q1: 17,609 shares; 2025Q2: 18,279 shares; 2025Q3: 19,672 shares; 2025Q4: 18,900 shares 18,900 $4.32M 0.32% -772 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,338 shares; 2024Q4: 21,623 shares; 2025Q1: 24,515 shares; 2025Q2: 29,592 shares; 2025Q3: 39,839 shares; 2025Q4: 37,204 shares 37,204 $4.14M 0.31% -2,635 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,685 shares; 2024Q4: 29,815 shares; 2025Q1: 30,972 shares; 2025Q2: 32,302 shares; 2025Q3: 35,357 shares; 2025Q4: 34,840 shares 34,840 $3.96M 0.29% -517 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,772 shares; 2024Q4: 16,889 shares; 2025Q1: 19,258 shares; 2025Q2: 21,727 shares; 2025Q3: 25,040 shares; 2025Q4: 25,894 shares 25,894 $3.95M 0.29% +854 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: 5,984 shares; 2024Q4: 7,852 shares; 2025Q1: 6,441 shares; 2025Q2: 6,412 shares; 2025Q3: 3,944 shares; 2025Q4: 6,455 shares 6,455 $3.89M 0.29% +2,511 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,381 shares; 2024Q4: 54,729 shares; 2025Q1: 53,751 shares; 2025Q2: 54,331 shares; 2025Q3: 56,229 shares; 2025Q4: 56,312 shares 56,312 $3.85M 0.28% +83 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,799 shares; 2024Q4: 3,213 shares; 2025Q1: 3,224 shares; 2025Q2: 56,871 shares; 2025Q3: 3,742 shares; 2025Q4: 3,573 shares 3,573 $3.84M 0.28% -169 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,309 shares; 2024Q4: 18,183 shares; 2025Q1: 17,794 shares; 2025Q2: 18,187 shares; 2025Q3: 18,833 shares; 2025Q4: 19,744 shares 19,744 $3.78M 0.28% +911 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,515 shares; 2025Q3: 71,940 shares; 2025Q4: 73,952 shares 73,952 $3.7M 0.27% +2,012 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,832 shares; 2024Q4: 43,327 shares; 2025Q1: 38,154 shares; 2025Q2: 39,779 shares; 2025Q3: 37,953 shares; 2025Q4: 38,829 shares 38,829 $3.66M 0.27% +876 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,142 shares; 2024Q4: 7,675 shares; 2025Q1: 7,965 shares; 2025Q2: 8,965 shares; 2025Q3: 9,310 shares; 2025Q4: 11,757 shares 11,757 $3.63M 0.27% +2,447 Timeline SPMB 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: 117,371 shares; 2024Q4: 128,102 shares; 2025Q1: 130,647 shares; 2025Q2: 142,166 shares; 2025Q3: 154,060 shares; 2025Q4: 160,385 shares 160,385 $3.6M 0.27% +6,325 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,084 shares; 2024Q4: 10,430 shares; 2025Q1: 10,044 shares; 2025Q2: 10,115 shares; 2025Q3: 9,944 shares; 2025Q4: 9,834 shares 9,834 $3.38M 0.25% -110 Timeline DGRO 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: 54,584 shares; 2024Q4: 55,180 shares; 2025Q1: 52,667 shares; 2025Q2: 50,732 shares; 2025Q3: 50,757 shares; 2025Q4: 48,546 shares 48,546 $3.37M 0.25% -2,211 Timeline IVOO 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: 29,400 shares; 2024Q4: 29,257 shares; 2025Q1: 28,593 shares; 2025Q2: 28,980 shares; 2025Q3: 28,689 shares; 2025Q4: 28,611 shares 28,611 $3.2M 0.24% -78 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 3,128 shares; 2025Q1: 2,627 shares; 2025Q2: 2,767 shares; 2025Q3: 1,350 shares; 2025Q4: 2,627 shares 2,627 $3.18M 0.24% +1,277 SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,678 shares; 2024Q4: 65,143 shares; 2025Q1: 56,892 shares; 2025Q2: 54,655 shares; 2025Q3: 57,969 shares; 2025Q4: 54,460 shares 54,460 $3.09M 0.23% -3,509 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: 26,841 shares; 2024Q4: 26,623 shares; 2025Q1: 26,003 shares; 2025Q2: 26,628 shares; 2025Q3: 26,968 shares; 2025Q4: 26,948 shares 26,948 $2.99M 0.22% -20 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,958 shares; 2024Q4: 6,856 shares; 2025Q1: 5,938 shares; 2025Q2: 5,581 shares; 2025Q3: 5,662 shares; 2025Q4: 6,209 shares 6,209 $2.98M 0.22% +547 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 10,129 shares; 2025Q1: 7,945 shares; 2025Q2: 6,895 shares; 2025Q3: 6,740 shares; 2025Q4: 20,648 shares 20,648 $2.97M 0.22% +13,908 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: 29,445 shares; 2024Q4: 74,298 shares; 2025Q1: 74,229 shares; 2025Q2: 76,481 shares; 2025Q3: 89,974 shares; 2025Q4: 78,351 shares 78,351 $2.9M 0.21% -11,623 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: 10,586 shares; 2024Q4: 59,555 shares; 2025Q1: 60,441 shares; 2025Q2: 8,694 shares; 2025Q3: 70,097 shares; 2025Q4: 64,525 shares 64,525 $2.87M 0.21% -5,572 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,407 shares; 2024Q4: 24,853 shares; 2025Q1: 26,147 shares; 2025Q2: 23,288 shares; 2025Q3: 24,892 shares; 2025Q4: 23,560 shares 23,560 $2.83M 0.21% -1,332 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,689 shares; 2024Q4: 17,333 shares; 2025Q1: 17,304 shares; 2025Q2: 16,672 shares; 2025Q3: 19,382 shares; 2025Q4: 17,514 shares 17,514 $2.81M 0.21% -1,868 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 2,909 shares; 2025Q1: 3,009 shares; 2025Q2: 3,127 shares; 2025Q3: 2,917 shares; 2025Q4: 29,685 shares 29,685 $2.78M 0.21% +26,768 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,862 shares; 2024Q4: 38,364 shares; 2025Q1: 39,182 shares; 2025Q2: 36,309 shares; 2025Q3: 38,834 shares; 2025Q4: 40,030 shares 40,030 $2.78M 0.21% +1,196 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,776 shares; 2024Q4: 7,514 shares; 2025Q1: 7,577 shares; 2025Q2: 7,495 shares; 2025Q3: 7,686 shares; 2025Q4: 7,967 shares 7,967 $2.76M 0.2% +281 Timeline BINC 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: 63,143 shares; 2024Q4: 51,425 shares; 2025Q1: 42,513 shares; 2025Q2: 45,006 shares; 2025Q3: 48,766 shares; 2025Q4: 52,036 shares 52,036 $2.75M 0.2% +3,270 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,096 shares; 2024Q4: 37,497 shares; 2025Q1: 40,064 shares; 2025Q2: 46,979 shares; 2025Q3: 53,485 shares; 2025Q4: 42,627 shares 42,627 $2.72M 0.2% -10,858 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,239 shares; 2024Q4: 17,508 shares; 2025Q1: 32,012 shares; 2025Q2: 16,015 shares; 2025Q3: 18,966 shares; 2025Q4: 18,749 shares 18,749 $2.69M 0.2% -217 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 7,320 shares; 2025Q1: 7,241 shares; 2025Q2: 7,289 shares; 2025Q3: 7,300 shares; 2025Q4: 7,426 shares 7,426 $2.6M 0.19% +126 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,123 shares; 2025Q1: 45,243 shares; 2025Q2: 52,778 shares; 2025Q3: 55,695 shares; 2025Q4: 61,361 shares 61,361 $2.47M 0.18% +5,666 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,008 shares; 2024Q4: 27,242 shares; 2025Q1: 26,706 shares; 2025Q2: 27,101 shares; 2025Q3: 24,652 shares; 2025Q4: 22,753 shares 22,753 $2.4M 0.18% -1,899 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,218 shares; 2024Q4: 24,843 shares; 2025Q1: 21,750 shares; 2025Q2: 22,526 shares; 2025Q3: 23,213 shares; 2025Q4: 22,795 shares 22,795 $2.39M 0.18% -418 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,160 shares; 2024Q4: 30,294 shares; 2025Q1: 32,985 shares; 2025Q2: 34,078 shares; 2025Q3: 35,610 shares; 2025Q4: 34,129 shares 34,129 $2.39M 0.18% -1,481 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 2,126 shares; 2025Q1: 2,872 shares; 2025Q2: 3,616 shares; 2025Q3: 4,783 shares; 2025Q4: 4,987 shares 4,987 $2.34M 0.17% +204 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,666 shares; 2024Q4: 16,749 shares; 2025Q1: 15,703 shares; 2025Q2: 15,978 shares; 2025Q3: 16,051 shares; 2025Q4: 16,010 shares 16,010 $2.3M 0.17% -41 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,392 shares; 2024Q4: 24,172 shares; 2025Q1: 22,626 shares; 2025Q2: 22,854 shares; 2025Q3: 26,239 shares; 2025Q4: 25,646 shares 25,646 $2.29M 0.17% -593 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,068 shares; 2025Q1: 17,268 shares; 2025Q2: 25,189 shares; 2025Q3: 47,904 shares; 2025Q4: 51,430 shares 51,430 $2.29M 0.17% +3,526 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,207 shares; 2024Q4: 16,207 shares; 2025Q1: 15,849 shares; 2025Q2: 14,463 shares; 2025Q3: 16,169 shares; 2025Q4: 34,788 shares 34,788 $2.24M 0.17% +18,619 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,373 shares; 2024Q4: 31,467 shares; 2025Q1: 25,068 shares; 2025Q2: 23,729 shares; 2025Q3: 24,407 shares; 2025Q4: 49,317 shares 49,317 $2.2M 0.16% +24,910 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,228 shares; 2025Q2: 29,438 shares; 2025Q3: 37,425 shares; 2025Q4: 47,056 shares 47,056 $2.11M 0.16% +9,631 Timeline CDC 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: 38,758 shares; 2024Q4: 36,526 shares; 2025Q1: 35,307 shares; 2025Q2: 33,906 shares; 2025Q3: 33,050 shares; 2025Q4: 31,752 shares 31,752 $2.09M 0.15% -1,298 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,238 shares; 2024Q4: 16,046 shares; 2025Q1: 12,973 shares; 2025Q2: 22,447 shares; 2025Q3: 22,299 shares; 2025Q4: 47,674 shares 47,674 $2.04M 0.15% +25,375 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 2,312 shares; 2025Q1: 2,541 shares; 2025Q2: 3,389 shares; 2025Q3: 3,516 shares; 2025Q4: 5,098 shares 5,098 $2.02M 0.15% +1,582 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,708 shares; 2024Q4: 6,698 shares; 2025Q1: 6,378 shares; 2025Q2: 6,394 shares; 2025Q3: 6,351 shares; 2025Q4: 6,424 shares 6,424 $1.98M 0.15% +73 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,525 shares; 2024Q4: 36,844 shares; 2025Q1: 43,110 shares; 2025Q2: 45,102 shares; 2025Q3: 39,975 shares; 2025Q4: 37,984 shares 37,984 $1.94M 0.14% -1,991 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,862 shares; 2024Q4: 18,319 shares; 2025Q1: 21,551 shares; 2025Q2: 24,333 shares; 2025Q3: not reported; 2025Q4: 44,368 shares 44,368 $1.94M 0.14% new 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: 27,754 shares; 2024Q4: 26,189 shares; 2025Q1: 23,760 shares; 2025Q2: 22,603 shares; 2025Q3: 22,056 shares; 2025Q4: 20,963 shares 20,963 $1.91M 0.14% -1,093 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,914 shares; 2025Q1: 6,114 shares; 2025Q2: 6,113 shares; 2025Q3: 6,050 shares; 2025Q4: 11,050 shares 11,050 $1.89M 0.14% +5,000 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,809 shares; 2025Q3: 6,358 shares; 2025Q4: 23,921 shares 23,921 $1.86M 0.14% +17,563 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 7,814 shares; 2025Q1: 7,993 shares; 2025Q2: 8,384 shares; 2025Q3: 10,032 shares; 2025Q4: 9,632 shares 9,632 $1.77M 0.13% -400 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,288 shares; 2024Q4: 25,737 shares; 2025Q1: 25,693 shares; 2025Q2: 22,580 shares; 2025Q3: 26,808 shares; 2025Q4: 22,812 shares 22,812 $1.76M 0.13% -3,996 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,854 shares; 2025Q1: 3,400 shares; 2025Q2: 3,669 shares; 2025Q3: 5,254 shares; 2025Q4: 5,681 shares 5,681 $1.73M 0.13% +427 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 2,362 shares; 2025Q1: 2,261 shares; 2025Q2: 2,001 shares; 2025Q3: 2,796 shares; 2025Q4: 2,266 shares 2,266 $1.71M 0.13% -530 Timeline ALBEMARLE CORP 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: 19,590 shares; 2024Q4: 16,465 shares; 2025Q1: 25,585 shares; 2025Q2: 28,450 shares; 2025Q3: 29,225 shares; 2025Q4: 28,750 shares 28,750 $1.71M 0.13% -475 MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 3,439 shares; 2025Q1: 3,350 shares; 2025Q2: 3,771 shares; 2025Q3: 3,596 shares; 2025Q4: 4,132 shares 4,132 $1.71M 0.13% +536 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,613 shares; 2024Q4: 4,748 shares; 2025Q1: 4,505 shares; 2025Q2: 5,188 shares; 2025Q3: 5,543 shares; 2025Q4: 5,728 shares 5,728 $1.7M 0.13% +185 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,144 shares; 2024Q4: 69,683 shares; 2025Q1: 89,722 shares; 2025Q2: 95,206 shares; 2025Q3: 84,217 shares; 2025Q4: 67,909 shares 67,909 $1.69M 0.13% -16,308 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,826 shares; 2024Q4: 5,829 shares; 2025Q1: 5,757 shares; 2025Q2: 5,745 shares; 2025Q3: 5,748 shares; 2025Q4: 5,750 shares 5,750 $1.66M 0.12% +2 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,096 shares; 2024Q4: 5,097 shares; 2025Q1: 5,615 shares; 2025Q2: 4,749 shares; 2025Q3: 4,784 shares; 2025Q4: 5,437 shares 5,437 $1.64M 0.12% +653 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: 13,334 shares; 2024Q4: 13,665 shares; 2025Q1: 13,985 shares; 2025Q2: 13,461 shares; 2025Q3: 14,889 shares; 2025Q4: 14,446 shares 14,446 $1.63M 0.12% -443 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,179 shares; 2025Q2: 27,344 shares; 2025Q3: 31,311 shares; 2025Q4: 33,519 shares 33,519 $1.63M 0.12% +2,208 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,071 shares; 2024Q4: 65,577 shares; 2025Q1: 62,585 shares; 2025Q2: 54,387 shares; 2025Q3: 53,200 shares; 2025Q4: 49,907 shares 49,907 $1.63M 0.12% -3,293 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: 57,161 shares; 2025Q3: 49,719 shares; 2025Q4: 37,167 shares 37,167 $1.62M 0.12% -12,552 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,556 shares; 2025Q3: 19,381 shares; 2025Q4: 31,609 shares 31,609 $1.6M 0.12% +12,228 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,888 shares; 2025Q1: 17,998 shares; 2025Q2: 17,018 shares; 2025Q3: 30,661 shares; 2025Q4: 40,315 shares 40,315 $1.6M 0.12% +9,654 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,337 shares 7,337 $1.58M 0.12% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 2,589 shares; 2025Q1: 2,838 shares; 2025Q2: 2,807 shares; 2025Q3: 3,096 shares; 2025Q4: 3,168 shares 3,168 $1.53M 0.11% +72 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,171 shares; 2024Q4: 9,921 shares; 2025Q1: 9,802 shares; 2025Q2: 9,890 shares; 2025Q3: 9,938 shares; 2025Q4: 8,975 shares 8,975 $1.51M 0.11% -963 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,924 shares; 2024Q4: 22,310 shares; 2025Q1: 22,051 shares; 2025Q2: 22,124 shares; 2025Q3: 21,653 shares; 2025Q4: 22,828 shares 22,828 $1.51M 0.11% +1,175 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: 31,452 shares; 2024Q4: 137,187 shares; 2025Q1: 92,835 shares; 2025Q2: 32,134 shares; 2025Q3: 32,134 shares; 2025Q4: 32,419 shares 32,419 $1.47M 0.11% +285 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,277 shares; 2024Q4: 29,542 shares; 2025Q1: 28,258 shares; 2025Q2: 28,410 shares; 2025Q3: 4,000 shares; 2025Q4: 26,532 shares 26,532 $1.46M 0.11% +22,532 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 946 shares; 2025Q1: 886 shares; 2025Q2: 846 shares; 2025Q3: 2,447 shares; 2025Q4: 2,535 shares 2,535 $1.45M 0.11% +88 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,118 shares; 2024Q4: 8,830 shares; 2025Q1: 8,825 shares; 2025Q2: 9,362 shares; 2025Q3: 10,984 shares; 2025Q4: 10,681 shares 10,681 $1.45M 0.11% -303 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: not reported; 2024Q4: not reported; 2025Q1: 36,113 shares; 2025Q2: 37,623 shares; 2025Q3: 45,703 shares; 2025Q4: 44,581 shares 44,581 $1.43M 0.11% -1,122 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,292 shares; 2024Q4: 8,310 shares; 2025Q1: 8,279 shares; 2025Q2: 8,711 shares; 2025Q3: 8,792 shares; 2025Q4: 8,752 shares 8,752 $1.42M 0.11% -40 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,750 shares; 2024Q4: 14,581 shares; 2025Q1: 14,622 shares; 2025Q2: 19,695 shares; 2025Q3: 19,332 shares; 2025Q4: 19,306 shares 19,306 $1.42M 0.11% -26 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,428 shares; 2024Q4: 24,256 shares; 2025Q1: 28,757 shares; 2025Q2: 26,439 shares; 2025Q3: 27,990 shares; 2025Q4: 30,336 shares 30,336 $1.4M 0.1% +2,346 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,240 shares; 2024Q4: 8,258 shares; 2025Q1: 8,152 shares; 2025Q2: 8,314 shares; 2025Q3: 8,354 shares; 2025Q4: 8,438 shares 8,438 $1.35M 0.1% +84 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,608 shares; 2024Q4: 11,842 shares; 2025Q1: 8,552 shares; 2025Q2: 5,537 shares; 2025Q3: 5,862 shares; 2025Q4: 8,680 shares 8,680 $1.35M 0.1% +2,818 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,765 shares; 2024Q4: 14,951 shares; 2025Q1: 15,228 shares; 2025Q2: 15,316 shares; 2025Q3: 16,550 shares; 2025Q4: 16,710 shares 16,710 $1.34M 0.1% +160 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,332 shares; 2024Q4: 10,327 shares; 2025Q1: 10,498 shares; 2025Q2: 10,798 shares; 2025Q3: 11,185 shares; 2025Q4: 11,227 shares 11,227 $1.32M 0.1% +42 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,341 shares; 2024Q4: 6,472 shares; 2025Q1: 6,351 shares; 2025Q2: 6,464 shares; 2025Q3: 6,562 shares; 2025Q4: 6,727 shares 6,727 $1.31M 0.1% +165 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: not reported; 2024Q4: 16,673 shares; 2025Q1: 14,912 shares; 2025Q2: not reported; 2025Q3: 13,443 shares; 2025Q4: 45,293 shares 45,293 $1.31M 0.1% +31,850 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: 19,675 shares 19,675 $1.29M 0.1% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 1,050 shares; 2025Q1: 1,274 shares; 2025Q2: 1,304 shares; 2025Q3: 1,349 shares; 2025Q4: 1,455 shares 1,455 $1.25M 0.09% +106 Timeline VSDA 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: 20,330 shares; 2024Q4: 21,182 shares; 2025Q1: 22,011 shares; 2025Q2: 21,392 shares; 2025Q3: 22,206 shares; 2025Q4: 23,366 shares 23,366 $1.23M 0.09% +1,160 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,418 shares; 2024Q4: 19,813 shares; 2025Q1: 19,378 shares; 2025Q2: 19,234 shares; 2025Q3: 19,767 shares; 2025Q4: 19,534 shares 19,534 $1.22M 0.09% -233 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,848 shares; 2024Q4: 30,822 shares; 2025Q1: 30,835 shares; 2025Q2: 31,822 shares; 2025Q3: 31,823 shares; 2025Q4: 30,823 shares 30,823 $1.21M 0.09% -1,000 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,135 shares; 2024Q4: 40,206 shares; 2025Q1: 39,785 shares; 2025Q2: 50,961 shares; 2025Q3: 49,335 shares; 2025Q4: 48,613 shares 48,613 $1.21M 0.09% -722 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: 23,619 shares; 2024Q4: 24,209 shares; 2025Q1: 24,133 shares; 2025Q2: 25,189 shares; 2025Q3: 26,611 shares; 2025Q4: 27,274 shares 27,274 $1.21M 0.09% +663 Timeline VFMV 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: 8,989 shares; 2024Q4: 8,934 shares; 2025Q1: 9,009 shares; 2025Q2: 9,139 shares; 2025Q3: 8,867 shares; 2025Q4: 9,003 shares 9,003 $1.17M 0.09% +136 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,068 shares; 2024Q4: 9,262 shares; 2025Q1: 9,283 shares; 2025Q2: 9,700 shares; 2025Q3: 9,889 shares; 2025Q4: 10,150 shares 10,150 $1.17M 0.09% +261 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,166 shares; 2025Q2: 85,579 shares; 2025Q3: 85,601 shares; 2025Q4: 70,514 shares 70,514 $1.16M 0.09% -15,087 Timeline VFVA 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: 8,408 shares; 2024Q4: 8,019 shares; 2025Q1: 7,804 shares; 2025Q2: 7,854 shares; 2025Q3: 7,959 shares; 2025Q4: 8,669 shares 8,669 $1.15M 0.09% +710 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,003 shares; 2024Q4: 13,042 shares; 2025Q1: 12,607 shares; 2025Q2: 12,624 shares; 2025Q3: 12,357 shares; 2025Q4: 13,121 shares 13,121 $1.14M 0.08% +764 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,548 shares; 2024Q4: 7,465 shares; 2025Q1: 7,343 shares; 2025Q2: 7,365 shares; 2025Q3: 7,961 shares; 2025Q4: 7,389 shares 7,389 $1.14M 0.08% -572 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,845 shares; 2024Q4: 6,764 shares; 2025Q1: 6,946 shares; 2025Q2: 6,925 shares; 2025Q3: 6,726 shares; 2025Q4: 6,526 shares 6,526 $1.12M 0.08% -200 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,455 shares; 2024Q4: 15,454 shares; 2025Q1: 21,765 shares; 2025Q2: 22,338 shares; 2025Q3: 22,735 shares; 2025Q4: 23,260 shares 23,260 $1.11M 0.08% +525 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,703 shares; 2024Q4: 24,472 shares; 2025Q1: 25,255 shares; 2025Q2: 28,404 shares; 2025Q3: 28,885 shares; 2025Q4: 27,079 shares 27,079 $1.1M 0.08% -1,806 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,493 shares; 2025Q2: 9,071 shares; 2025Q3: not reported; 2025Q4: 31,199 shares 31,199 $1.1M 0.08% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,195 shares; 2024Q4: 8,869 shares; 2025Q1: 10,793 shares; 2025Q2: 10,514 shares; 2025Q3: 10,669 shares; 2025Q4: 10,638 shares 10,638 $1.1M 0.08% -31 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,363 shares; 2024Q4: 12,495 shares; 2025Q1: 12,418 shares; 2025Q2: 12,547 shares; 2025Q3: 13,133 shares; 2025Q4: 11,773 shares 11,773 $1.09M 0.08% -1,360 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,799 shares 3,799 $1.08M 0.08% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,368 shares; 2024Q4: 12,734 shares; 2025Q1: 16,904 shares; 2025Q2: 17,103 shares; 2025Q3: 17,207 shares; 2025Q4: 18,315 shares 18,315 $1.07M 0.08% +1,108 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,604 shares; 2024Q4: 40,154 shares; 2025Q1: 39,416 shares; 2025Q2: 39,404 shares; 2025Q3: 38,804 shares; 2025Q4: 34,344 shares 34,344 $1.07M 0.08% -4,460 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,203 shares; 2024Q4: 2,597 shares; 2025Q1: 2,457 shares; 2025Q2: 3,058 shares; 2025Q3: 2,949 shares; 2025Q4: 4,229 shares 4,229 $1.07M 0.08% +1,280 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: 11,781 shares; 2024Q4: 32,030 shares; 2025Q1: 31,567 shares; 2025Q2: 31,655 shares; 2025Q3: 32,241 shares; 2025Q4: 30,904 shares 30,904 $1.06M 0.08% -1,337 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,118 shares; 2024Q4: 7,120 shares; 2025Q1: 6,861 shares; 2025Q2: 6,963 shares; 2025Q3: 6,641 shares; 2025Q4: 6,762 shares 6,762 $1.05M 0.08% +121 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 3,711 shares; 2025Q1: 3,706 shares; 2025Q2: 3,689 shares; 2025Q3: 3,632 shares; 2025Q4: 3,584 shares 3,584 $1.04M 0.08% -48 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,426 shares; 2025Q1: 17,086 shares; 2025Q2: 17,776 shares; 2025Q3: 18,291 shares; 2025Q4: 20,819 shares 20,819 $1.03M 0.08% +2,528 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,002 shares; 2024Q4: 9,207 shares; 2025Q1: 9,189 shares; 2025Q2: 9,518 shares; 2025Q3: 13,448 shares; 2025Q4: 13,566 shares 13,566 $1.02M 0.08% +118 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,806 shares; 2024Q4: 11,306 shares; 2025Q1: 9,306 shares; 2025Q2: 9,306 shares; 2025Q3: 9,681 shares; 2025Q4: 10,196 shares 10,196 $1.01M 0.07% +515 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,917 shares; 2024Q4: 18,917 shares; 2025Q1: 24,791 shares; 2025Q2: 24,791 shares; 2025Q3: 24,791 shares; 2025Q4: 24,791 shares 24,791 $1.01M 0.07% 0 Timeline VV 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: 2,400 shares; 2024Q4: 2,320 shares; 2025Q1: 2,372 shares; 2025Q2: 3,162 shares; 2025Q3: 3,163 shares; 2025Q4: 3,163 shares 3,163 $996K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,142 shares 5,142 $995K 0.07% new 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: 17,428 shares; 2024Q4: 17,695 shares; 2025Q1: 17,829 shares; 2025Q2: 17,648 shares; 2025Q3: 17,370 shares; 2025Q4: 17,556 shares 17,556 $994K 0.07% +186 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,750 shares 5,750 $991K 0.07% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,423 shares; 2024Q4: 10,753 shares; 2025Q1: 11,338 shares; 2025Q2: 10,585 shares; 2025Q3: 9,515 shares; 2025Q4: 9,875 shares 9,875 $980K 0.07% +360 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 9,235 shares; 2025Q1: 9,116 shares; 2025Q2: 9,110 shares; 2025Q3: 9,054 shares; 2025Q4: 8,927 shares 8,927 $978K 0.07% -127 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,185 shares; 2024Q4: 45,635 shares; 2025Q1: 45,635 shares; 2025Q2: 45,725 shares; 2025Q3: 54,633 shares; 2025Q4: 54,633 shares 54,633 $965K 0.07% 0 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 6,966 shares; 2025Q1: 7,177 shares; 2025Q2: 7,764 shares; 2025Q3: 9,810 shares; 2025Q4: 5,357 shares 5,357 $960K 0.07% -4,453 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,725 shares; 2024Q4: 10,734 shares; 2025Q1: 10,848 shares; 2025Q2: 11,150 shares; 2025Q3: 11,346 shares; 2025Q4: 11,273 shares 11,273 $954K 0.07% -73 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,544 shares; 2024Q4: 10,169 shares; 2025Q1: 9,624 shares; 2025Q2: 9,873 shares; 2025Q3: 10,543 shares; 2025Q4: 10,212 shares 10,212 $929K 0.07% -331 Timeline VONG 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: 7,150 shares; 2024Q4: 7,225 shares; 2025Q1: 7,321 shares; 2025Q2: 7,524 shares; 2025Q3: 7,526 shares; 2025Q4: 7,612 shares 7,612 $927K 0.07% +86 Timeline MGV 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: 5,551 shares; 2024Q4: 5,551 shares; 2025Q1: 5,160 shares; 2025Q2: 5,210 shares; 2025Q3: 5,435 shares; 2025Q4: 6,245 shares 6,245 $882K 0.07% +810 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,559 shares; 2024Q4: 3,560 shares; 2025Q1: 3,561 shares; 2025Q2: 3,562 shares; 2025Q3: 3,503 shares; 2025Q4: 3,523 shares 3,523 $868K 0.06% +20 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,797 shares; 2025Q1: 1,781 shares; 2025Q2: 1,790 shares; 2025Q3: 1,725 shares; 2025Q4: 1,828 shares 1,828 $851K 0.06% +103 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,588 shares; 2024Q4: 24,422 shares; 2025Q1: 2,722 shares; 2025Q2: 3,443 shares; 2025Q3: not reported; 2025Q4: 5,468 shares 5,468 $837K 0.06% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,055 shares; 2024Q4: 11,977 shares; 2025Q1: 11,736 shares; 2025Q2: 13,354 shares; 2025Q3: 15,025 shares; 2025Q4: 16,379 shares 16,379 $833K 0.06% +1,354 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,508 shares; 2024Q4: 84,240 shares; 2025Q1: 83,645 shares; 2025Q2: 83,450 shares; 2025Q3: 81,829 shares; 2025Q4: 82,791 shares 82,791 $827K 0.06% +962 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: 6,485 shares; 2024Q4: 6,486 shares; 2025Q1: 6,989 shares; 2025Q2: 6,987 shares; 2025Q3: 6,987 shares; 2025Q4: 7,093 shares 7,093 $823K 0.06% +106 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: 16,408 shares; 2024Q4: 16,149 shares; 2025Q1: 14,848 shares; 2025Q2: 13,911 shares; 2025Q3: not reported; 2025Q4: 12,918 shares 12,918 $813K 0.06% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,179 shares; 2024Q4: 9,069 shares; 2025Q1: 6,300 shares; 2025Q2: 8,808 shares; 2025Q3: 10,837 shares; 2025Q4: 15,845 shares 15,845 $801K 0.06% +5,008 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: 13,995 shares; 2024Q4: 15,215 shares; 2025Q1: 15,370 shares; 2025Q2: 19,358 shares; 2025Q3: 22,613 shares; 2025Q4: 22,026 shares 22,026 $798K 0.06% -587 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,258 shares; 2024Q4: 61,019 shares; 2025Q1: 73,608 shares; 2025Q2: 65,650 shares; 2025Q3: not reported; 2025Q4: 20,502 shares 20,502 $786K 0.06% new Timeline VTHR 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: 2,615 shares; 2024Q4: 2,615 shares; 2025Q1: 2,615 shares; 2025Q2: 2,615 shares; 2025Q3: 2,615 shares; 2025Q4: 2,615 shares 2,615 $785K 0.06% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 14,580 shares; 2025Q4: 14,580 shares 14,580 $785K 0.06% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 1,853 shares; 2025Q1: 1,870 shares; 2025Q2: 2,076 shares; 2025Q3: 2,060 shares; 2025Q4: 2,112 shares 2,112 $781K 0.06% +52 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,943 shares; 2024Q4: 10,560 shares; 2025Q1: 10,665 shares; 2025Q2: 10,209 shares; 2025Q3: 10,141 shares; 2025Q4: 10,050 shares 10,050 $781K 0.06% -91 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,176 shares; 2024Q4: 21,372 shares; 2025Q1: 20,935 shares; 2025Q2: 21,224 shares; 2025Q3: 21,225 shares; 2025Q4: 21,431 shares 21,431 $777K 0.06% +206 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,283 shares; 2024Q4: 15,277 shares; 2025Q1: 14,181 shares; 2025Q2: 14,075 shares; 2025Q3: not reported; 2025Q4: 16,909 shares 16,909 $750K 0.06% new 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: 4,171 shares; 2024Q4: 4,582 shares; 2025Q1: 4,091 shares; 2025Q2: 4,581 shares; 2025Q3: 4,091 shares; 2025Q4: 4,581 shares 4,581 $740K 0.05% +490 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,545 shares; 2024Q4: 11,054 shares; 2025Q1: 12,581 shares; 2025Q2: 14,117 shares; 2025Q3: 13,697 shares; 2025Q4: 13,804 shares 13,804 $737K 0.05% +107 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: 3,032 shares; 2024Q4: 3,084 shares; 2025Q1: 3,036 shares; 2025Q2: 3,188 shares; 2025Q3: 3,611 shares; 2025Q4: 7,279 shares 7,279 $734K 0.05% +3,668 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: 7,114 shares; 2024Q4: 8,103 shares; 2025Q1: 7,871 shares; 2025Q2: 7,926 shares; 2025Q3: 9,801 shares; 2025Q4: 8,464 shares 8,464 $730K 0.05% -1,337 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,478 shares; 2025Q1: 18,279 shares; 2025Q2: 19,169 shares; 2025Q3: 18,977 shares; 2025Q4: 18,948 shares 18,948 $729K 0.05% -29 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,172 shares; 2024Q4: 10,174 shares; 2025Q1: 10,980 shares; 2025Q2: 10,713 shares; 2025Q3: 10,520 shares; 2025Q4: 10,133 shares 10,133 $727K 0.05% -387 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,925 shares; 2025Q1: 4,325 shares; 2025Q2: 6,545 shares; 2025Q3: 10,145 shares; 2025Q4: 13,015 shares 13,015 $719K 0.05% +2,870 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,749 shares; 2024Q4: 13,431 shares; 2025Q1: 12,130 shares; 2025Q2: 12,130 shares; 2025Q3: 12,287 shares; 2025Q4: 13,149 shares 13,149 $707K 0.05% +862 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,318 shares; 2025Q4: 5,023 shares 5,023 $699K 0.05% -295 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: 18,454 shares; 2024Q4: 18,392 shares; 2025Q1: 18,383 shares; 2025Q2: 18,375 shares; 2025Q3: not reported; 2025Q4: 18,400 shares 18,400 $697K 0.05% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,455 shares; 2025Q4: 13,600 shares 13,600 $695K 0.05% +145 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,849 shares; 2024Q4: 3,537 shares; 2025Q1: 3,537 shares; 2025Q2: 3,537 shares; 2025Q3: 3,537 shares; 2025Q4: 3,537 shares 3,537 $686K 0.05% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 1,788 shares; 2025Q1: 1,959 shares; 2025Q2: 2,801 shares; 2025Q3: not reported; 2025Q4: 3,711 shares 3,711 $681K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,204 shares; 2025Q3: 14,754 shares; 2025Q4: 15,041 shares 15,041 $680K 0.05% +287 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: 8,921 shares; 2024Q4: 11,098 shares; 2025Q1: 10,460 shares; 2025Q2: 10,603 shares; 2025Q3: 11,429 shares; 2025Q4: 10,820 shares 10,820 $676K 0.05% -609 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,679 shares; 2025Q1: 2,166 shares; 2025Q2: 1,648 shares; 2025Q3: 1,649 shares; 2025Q4: 1,924 shares 1,924 $674K 0.05% +275 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: 573 shares; 2024Q4: 583 shares; 2025Q1: 587 shares; 2025Q2: 587 shares; 2025Q3: 567 shares; 2025Q4: 554 shares 554 $674K 0.05% -13 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,217 shares; 2025Q1: 1,217 shares; 2025Q2: 1,240 shares; 2025Q3: 1,248 shares; 2025Q4: 1,177 shares 1,177 $672K 0.05% -71 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,001 shares; 2024Q4: 10,403 shares; 2025Q1: 15,905 shares; 2025Q2: 18,182 shares; 2025Q3: not reported; 2025Q4: 24,296 shares 24,296 $665K 0.05% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,768 shares; 2024Q4: 9,483 shares; 2025Q1: 10,886 shares; 2025Q2: 12,395 shares; 2025Q3: 12,534 shares; 2025Q4: 11,533 shares 11,533 $665K 0.05% -1,001 Timeline TFLO 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: 16,603 shares; 2024Q4: 16,804 shares; 2025Q1: 16,727 shares; 2025Q2: 16,634 shares; 2025Q3: 14,369 shares; 2025Q4: 13,080 shares 13,080 $660K 0.05% -1,289 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: not reported; 2025Q1: 32,408 shares; 2025Q2: 32,558 shares; 2025Q3: 30,508 shares; 2025Q4: 29,765 shares 29,765 $659K 0.05% -743 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: 5,239 shares; 2024Q4: 5,905 shares; 2025Q1: 6,903 shares; 2025Q2: 7,230 shares; 2025Q3: 12,371 shares; 2025Q4: 13,970 shares 13,970 $655K 0.05% +1,599 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,486 shares; 2024Q4: 7,522 shares; 2025Q1: 6,500 shares; 2025Q2: 6,551 shares; 2025Q3: 6,603 shares; 2025Q4: 7,001 shares 7,001 $652K 0.05% +398 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,262 shares; 2025Q3: 4,632 shares; 2025Q4: 5,332 shares 5,332 $645K 0.05% +700 Timeline QLTA 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: 4,952 shares; 2024Q4: 7,007 shares; 2025Q1: 12,368 shares; 2025Q2: 13,465 shares; 2025Q3: 19,137 shares; 2025Q4: 13,408 shares 13,408 $645K 0.05% -5,729 Timeline TOST TOAST INC More: the full row for TOAST 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: 17,680 shares 17,680 $628K 0.05% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,787 shares; 2024Q4: 7,931 shares; 2025Q1: 7,803 shares; 2025Q2: 8,170 shares; 2025Q3: 7,940 shares; 2025Q4: 10,328 shares 10,328 $621K 0.05% +2,388 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,117 shares; 2024Q4: 2,117 shares; 2025Q1: 2,120 shares; 2025Q2: 2,111 shares; 2025Q3: 2,111 shares; 2025Q4: 2,125 shares 2,125 $616K 0.05% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,224 shares; 2025Q4: 26,436 shares 26,436 $613K 0.05% +212 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,259 shares; 2024Q4: 2,606 shares; 2025Q1: 2,492 shares; 2025Q2: 2,727 shares; 2025Q3: 2,753 shares; 2025Q4: 2,774 shares 2,774 $609K 0.05% +21 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,329 shares; 2024Q4: 19,444 shares; 2025Q1: 19,244 shares; 2025Q2: 19,012 shares; 2025Q3: 18,985 shares; 2025Q4: 18,757 shares 18,757 $590K 0.04% -228 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 2,910 shares; 2025Q1: 2,914 shares; 2025Q2: 2,910 shares; 2025Q3: 2,910 shares; 2025Q4: 3,165 shares 3,165 $587K 0.04% +255 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,496 shares; 2024Q4: 6,458 shares; 2025Q1: 5,685 shares; 2025Q2: 5,704 shares; 2025Q3: 5,772 shares; 2025Q4: 6,942 shares 6,942 $581K 0.04% +1,170 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,474 shares; 2025Q1: 10,243 shares; 2025Q2: 10,134 shares; 2025Q3: 10,154 shares; 2025Q4: 10,175 shares 10,175 $575K 0.04% +21 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 3,666 shares; 2025Q1: 3,845 shares; 2025Q2: 3,740 shares; 2025Q3: 3,807 shares; 2025Q4: 3,623 shares 3,623 $558K 0.04% -184 Timeline SECT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,944 shares; 2025Q4: 8,613 shares 8,613 $556K 0.04% -1,331 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: 6,834 shares; 2024Q4: 6,916 shares; 2025Q1: 6,823 shares; 2025Q2: 6,323 shares; 2025Q3: 13,402 shares; 2025Q4: 14,410 shares 14,410 $553K 0.04% +1,008 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,480 shares; 2024Q4: 13,781 shares; 2025Q1: 15,182 shares; 2025Q2: 15,133 shares; 2025Q3: 16,334 shares; 2025Q4: 18,835 shares 18,835 $551K 0.04% +2,501 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 458 shares; 2025Q1: 505 shares; 2025Q2: 504 shares; 2025Q3: 491 shares; 2025Q4: 621 shares 621 $546K 0.04% +130 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,346 shares; 2024Q4: 9,344 shares; 2025Q1: 9,780 shares; 2025Q2: 10,002 shares; 2025Q3: 10,317 shares; 2025Q4: 11,848 shares 11,848 $545K 0.04% +1,531 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: 2,644 shares; 2025Q1: 2,747 shares; 2025Q2: 1,657 shares; 2025Q3: 1,708 shares; 2025Q4: 1,647 shares 1,647 $544K 0.04% -61 Timeline UITB 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: 8,272 shares; 2024Q4: 9,267 shares; 2025Q1: 9,480 shares; 2025Q2: 9,634 shares; 2025Q3: 9,925 shares; 2025Q4: 11,440 shares 11,440 $542K 0.04% +1,515 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,629 shares; 2025Q2: 3,442 shares; 2025Q3: 4,432 shares; 2025Q4: 4,382 shares 4,382 $538K 0.04% -50 Timeline XSOE 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: 13,998 shares; 2024Q4: 12,782 shares; 2025Q1: 14,764 shares; 2025Q2: 12,757 shares; 2025Q3: 12,759 shares; 2025Q4: 13,745 shares 13,745 $536K 0.04% +986 Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,961 shares; 2024Q4: 6,678 shares; 2025Q1: 5,384 shares; 2025Q2: 5,194 shares; 2025Q3: 4,754 shares; 2025Q4: 4,948 shares 4,948 $536K 0.04% +194 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,016 shares; 2025Q1: 2,824 shares; 2025Q2: 2,889 shares; 2025Q3: 2,814 shares; 2025Q4: 3,315 shares 3,315 $535K 0.04% +501 Timeline EFAV 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: 5,467 shares; 2024Q4: 5,309 shares; 2025Q1: 5,286 shares; 2025Q2: 5,986 shares; 2025Q3: 6,486 shares; 2025Q4: 6,177 shares 6,177 $533K 0.04% -309 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $531K 0.04% 0 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,422 shares; 2024Q4: 6,423 shares; 2025Q1: 6,424 shares; 2025Q2: 6,425 shares; 2025Q3: 5,943 shares; 2025Q4: 5,944 shares 5,944 $531K 0.04% +1 Timeline XNTK 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: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 1,970 shares; 2025Q2: 1,970 shares; 2025Q3: 1,970 shares; 2025Q4: 1,905 shares 1,905 $529K 0.04% -65 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,089 shares; 2024Q4: 8,508 shares; 2025Q1: 8,744 shares; 2025Q2: 9,914 shares; 2025Q3: 9,952 shares; 2025Q4: 9,360 shares 9,360 $528K 0.04% -592 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,461 shares; 2025Q1: 1,372 shares; 2025Q2: 1,451 shares; 2025Q3: 1,513 shares; 2025Q4: 1,601 shares 1,601 $524K 0.04% +88 Timeline QEFA 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: 5,817 shares; 2024Q4: 5,189 shares; 2025Q1: 4,628 shares; 2025Q2: 3,080 shares; 2025Q3: 5,430 shares; 2025Q4: 5,753 shares 5,753 $522K 0.04% +323 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 878 shares; 2025Q1: 881 shares; 2025Q2: 893 shares; 2025Q3: 903 shares; 2025Q4: 895 shares 895 $519K 0.04% -8 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: 6,094 shares; 2025Q1: 6,922 shares; 2025Q2: 7,547 shares; 2025Q3: 6,948 shares; 2025Q4: 5,902 shares 5,902 $514K 0.04% -1,046 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,936 shares; 2025Q3: 10,545 shares; 2025Q4: 8,846 shares 8,846 $512K 0.04% -1,699 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: 2,770 shares; 2024Q4: 2,795 shares; 2025Q1: 2,391 shares; 2025Q2: 2,389 shares; 2025Q3: 2,221 shares; 2025Q4: 2,261 shares 2,261 $511K 0.04% +40 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,257 shares 17,257 $502K 0.04% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,908 shares; 2024Q4: 6,892 shares; 2025Q1: 14,754 shares; 2025Q2: 23,859 shares; 2025Q3: 17,769 shares; 2025Q4: 16,047 shares 16,047 $497K 0.04% -1,722 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: 6,388 shares; 2024Q4: 6,229 shares; 2025Q1: 6,209 shares; 2025Q2: 6,209 shares; 2025Q3: 6,079 shares; 2025Q4: 8,170 shares 8,170 $494K 0.04% +2,091 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,142 shares; 2025Q1: 1,139 shares; 2025Q2: 1,147 shares; 2025Q3: not reported; 2025Q4: 1,158 shares 1,158 $494K 0.04% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,323 shares; 2024Q4: 12,122 shares; 2025Q1: 12,100 shares; 2025Q2: 13,081 shares; 2025Q3: 11,982 shares; 2025Q4: 13,052 shares 13,052 $482K 0.04% +1,070 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,311 shares; 2025Q1: 10,884 shares; 2025Q2: 10,860 shares; 2025Q3: 11,047 shares; 2025Q4: 12,385 shares 12,385 $480K 0.04% +1,338 Timeline TGRT 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: 7,560 shares; 2025Q3: 7,255 shares; 2025Q4: 10,731 shares 10,731 $475K 0.04% +3,476 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: 6,418 shares; 2024Q4: 6,203 shares; 2025Q1: 5,927 shares; 2025Q2: 5,780 shares; 2025Q3: 5,734 shares; 2025Q4: 5,737 shares 5,737 $473K 0.04% +3 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,315 shares; 2024Q4: 3,555 shares; 2025Q1: 3,699 shares; 2025Q2: 3,562 shares; 2025Q3: 3,533 shares; 2025Q4: 3,828 shares 3,828 $472K 0.03% +295 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 4,621 shares; 2025Q1: 4,390 shares; 2025Q2: 4,374 shares; 2025Q3: 4,371 shares; 2025Q4: 4,474 shares 4,474 $466K 0.03% +103 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,974 shares; 2024Q4: 1,964 shares; 2025Q1: 1,834 shares; 2025Q2: 1,838 shares; 2025Q3: 1,809 shares; 2025Q4: 1,737 shares 1,737 $456K 0.03% -72 Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE 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: 70,855 shares; 2025Q4: 129,665 shares 129,665 $450K 0.03% +58,810 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,992 shares; 2025Q4: 8,774 shares 8,774 $447K 0.03% +1,782 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: 9,519 shares; 2024Q4: 9,382 shares; 2025Q1: 9,094 shares; 2025Q2: 9,066 shares; 2025Q3: 9,088 shares; 2025Q4: 9,077 shares 9,077 $445K 0.03% -11 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,627 shares; 2024Q4: 4,631 shares; 2025Q1: 4,631 shares; 2025Q2: 6,200 shares; 2025Q3: not reported; 2025Q4: 6,209 shares 6,209 $444K 0.03% new Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: 8,297 shares; 2025Q1: 12,220 shares; 2025Q2: 14,125 shares; 2025Q3: 16,441 shares; 2025Q4: 16,814 shares 16,814 $438K 0.03% +373 Timeline IDV 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: 12,147 shares; 2024Q4: 12,552 shares; 2025Q1: 10,382 shares; 2025Q2: 11,066 shares; 2025Q3: 11,047 shares; 2025Q4: 11,049 shares 11,049 $436K 0.03% +2 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,389 shares; 2025Q2: 7,648 shares; 2025Q3: 8,628 shares; 2025Q4: 9,103 shares 9,103 $435K 0.03% +475 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: 5,110 shares; 2024Q4: 4,773 shares; 2025Q1: 4,775 shares; 2025Q2: 4,777 shares; 2025Q3: 5,427 shares; 2025Q4: 4,953 shares 4,953 $434K 0.03% -474 Timeline VLU 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: 1,576 shares; 2024Q4: 1,665 shares; 2025Q1: 1,701 shares; 2025Q2: 1,760 shares; 2025Q3: 1,883 shares; 2025Q4: 2,050 shares 2,050 $432K 0.03% +167 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 2,047 shares; 2025Q1: 2,047 shares; 2025Q2: 1,652 shares; 2025Q3: 2,766 shares; 2025Q4: 2,057 shares 2,057 $430K 0.03% -709 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,850 shares; 2025Q4: 28,150 shares 28,150 $430K 0.03% +12,300 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,147 shares; 2025Q1: 1,336 shares; 2025Q2: 1,270 shares; 2025Q3: 1,170 shares; 2025Q4: 1,187 shares 1,187 $419K 0.03% +17 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,776 shares; 2024Q4: 6,798 shares; 2025Q1: 6,643 shares; 2025Q2: 8,665 shares; 2025Q3: 8,434 shares; 2025Q4: 8,463 shares 8,463 $416K 0.03% +29 Timeline MINT 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: 5,020 shares; 2024Q4: 5,064 shares; 2025Q1: 5,697 shares; 2025Q2: 4,427 shares; 2025Q3: 3,500 shares; 2025Q4: 4,137 shares 4,137 $415K 0.03% +637 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,057 shares; 2024Q4: 7,063 shares; 2025Q1: 9,001 shares; 2025Q2: 9,004 shares; 2025Q3: 9,007 shares; 2025Q4: 8,219 shares 8,219 $413K 0.03% -788 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,976 shares; 2024Q4: 6,986 shares; 2025Q1: 6,298 shares; 2025Q2: 6,284 shares; 2025Q3: 6,160 shares; 2025Q4: 6,216 shares 6,216 $413K 0.03% +56 Timeline FVC 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: 13,754 shares; 2024Q4: 12,575 shares; 2025Q1: 11,393 shares; 2025Q2: 11,393 shares; 2025Q3: not reported; 2025Q4: 11,292 shares 11,292 $411K 0.03% new Timeline MGC 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: 1,459 shares; 2024Q4: 1,524 shares; 2025Q1: 1,475 shares; 2025Q2: 1,620 shares; 2025Q3: 1,666 shares; 2025Q4: 1,627 shares 1,627 $409K 0.03% -39 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,714 shares; 2024Q4: 1,703 shares; 2025Q1: 1,703 shares; 2025Q2: 1,583 shares; 2025Q3: not reported; 2025Q4: 1,516 shares 1,516 $408K 0.03% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,303 shares; 2025Q3: not reported; 2025Q4: 9,803 shares 9,803 $407K 0.03% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,134 shares; 2024Q4: 2,135 shares; 2025Q1: 1,967 shares; 2025Q2: 1,968 shares; 2025Q3: 1,918 shares; 2025Q4: 1,918 shares 1,918 $399K 0.03% 0 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: not reported; 2024Q4: 2,680 shares; 2025Q1: 2,609 shares; 2025Q2: 2,605 shares; 2025Q3: 2,483 shares; 2025Q4: 2,358 shares 2,358 $398K 0.03% -125 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,048 shares; 2025Q1: 5,053 shares; 2025Q2: 6,804 shares; 2025Q3: 7,136 shares; 2025Q4: 7,368 shares 7,368 $397K 0.03% +232 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,679 shares; 2025Q1: 1,597 shares; 2025Q2: 1,583 shares; 2025Q3: 1,608 shares; 2025Q4: 3,317 shares 3,317 $396K 0.03% +1,709 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: 21,070 shares; 2024Q4: 23,609 shares; 2025Q1: 20,208 shares; 2025Q2: 22,965 shares; 2025Q3: 13,774 shares; 2025Q4: 17,122 shares 17,122 $394K 0.03% +3,348 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 16,234 shares; 2025Q1: 16,210 shares; 2025Q2: 16,232 shares; 2025Q3: 16,232 shares; 2025Q4: 16,349 shares 16,349 $393K 0.03% +117 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,142 shares; 2025Q3: 992 shares; 2025Q4: 1,523 shares 1,523 $392K 0.03% +531 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 269 shares; 2025Q3: 248 shares; 2025Q4: 358 shares 358 $383K 0.03% +110 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,741 shares; 2025Q2: 3,548 shares; 2025Q3: 4,798 shares; 2025Q4: 4,894 shares 4,894 $382K 0.03% +96 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,625 shares; 2025Q3: 3,655 shares; 2025Q4: 3,705 shares 3,705 $379K 0.03% +50 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,964 shares; 2024Q4: 4,921 shares; 2025Q1: 4,011 shares; 2025Q2: 3,700 shares; 2025Q3: 3,688 shares; 2025Q4: 3,691 shares 3,691 $376K 0.03% +3 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,673 shares 12,673 $374K 0.03% new 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: not reported; 2024Q4: 2,830 shares; 2025Q1: 3,000 shares; 2025Q2: 2,777 shares; 2025Q3: 2,906 shares; 2025Q4: 3,813 shares 3,813 $373K 0.03% +907 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: not reported; 2024Q4: not reported; 2025Q1: 2,690 shares; 2025Q2: 4,560 shares; 2025Q3: 4,898 shares; 2025Q4: 4,985 shares 4,985 $370K 0.03% +87 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: 1,063 shares; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,095 shares; 2025Q3: 1,095 shares; 2025Q4: 1,095 shares 1,095 $370K 0.03% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,628 shares; 2025Q1: 1,410 shares; 2025Q2: 1,330 shares; 2025Q3: 1,676 shares; 2025Q4: 565 shares 565 $369K 0.03% -1,111 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 2,529 shares; 2025Q1: 3,240 shares; 2025Q2: 4,188 shares; 2025Q3: 3,908 shares; 2025Q4: 3,830 shares 3,830 $368K 0.03% -78 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,238 shares; 2025Q1: not reported; 2025Q2: 1,758 shares; 2025Q3: 1,805 shares; 2025Q4: 2,260 shares 2,260 $364K 0.03% +455 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: not reported; 2024Q4: 756 shares; 2025Q1: 736 shares; 2025Q2: 736 shares; 2025Q3: 736 shares; 2025Q4: 736 shares 736 $361K 0.03% 0 Timeline AMLP 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: 7,476 shares; 2024Q4: 7,271 shares; 2025Q1: 6,968 shares; 2025Q2: 7,003 shares; 2025Q3: 7,653 shares; 2025Q4: 7,659 shares 7,659 $360K 0.03% +6 Timeline EBS EMERGENT BIOSOLUTIONS INC More: the full row for EMERGENT BIOSOLUTIONS 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: 18,725 shares; 2025Q2: 30,325 shares; 2025Q3: 31,275 shares; 2025Q4: 29,088 shares 29,088 $360K 0.03% -2,187 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 783 shares; 2025Q1: 732 shares; 2025Q2: 960 shares; 2025Q3: 1,093 shares; 2025Q4: 1,023 shares 1,023 $358K 0.03% -70 Timeline CGCB 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,301 shares 13,301 $353K 0.03% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,940 shares; 2024Q4: 9,637 shares; 2025Q1: 4,672 shares; 2025Q2: 4,672 shares; 2025Q3: 4,872 shares; 2025Q4: 4,906 shares 4,906 $350K 0.03% +34 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,212 shares; 2025Q3: 4,372 shares; 2025Q4: 4,822 shares 4,822 $350K 0.03% +450 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: not reported; 2025Q3: not reported; 2025Q4: 4,993 shares 4,993 $348K 0.03% new Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,626 shares; 2025Q4: 11,648 shares 11,648 $348K 0.03% +2,022 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,914 shares; 2024Q4: 9,187 shares; 2025Q1: 9,309 shares; 2025Q2: 9,335 shares; 2025Q3: 8,986 shares; 2025Q4: 12,614 shares 12,614 $346K 0.03% +3,628 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,061 shares; 2024Q4: 8,213 shares; 2025Q1: 7,061 shares; 2025Q2: 6,364 shares; 2025Q3: not reported; 2025Q4: 7,793 shares 7,793 $345K 0.03% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,441 shares; 2025Q2: 2,436 shares; 2025Q3: 2,436 shares; 2025Q4: 2,597 shares 2,597 $345K 0.03% +161 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: 1,742 shares; 2024Q4: 1,962 shares; 2025Q1: 1,917 shares; 2025Q2: 1,912 shares; 2025Q3: 1,912 shares; 2025Q4: 2,275 shares 2,275 $344K 0.03% +363 Timeline QEMM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,719 shares; 2025Q4: 5,184 shares 5,184 $343K 0.03% +465 Timeline IUSB 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: 7,689 shares; 2024Q4: 8,913 shares; 2025Q1: 7,290 shares; 2025Q2: 6,224 shares; 2025Q3: 7,320 shares; 2025Q4: 7,340 shares 7,340 $342K 0.03% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,035 shares; 2025Q4: 6,760 shares 6,760 $342K 0.03% +725 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: 3,357 shares; 2024Q4: 3,358 shares; 2025Q1: 3,319 shares; 2025Q2: 3,359 shares; 2025Q3: 3,320 shares; 2025Q4: 2,842 shares 2,842 $338K 0.02% -478 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,838 shares; 2025Q4: 11,501 shares 11,501 $337K 0.02% +1,663 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: 3,551 shares; 2025Q1: 3,553 shares; 2025Q2: 3,323 shares; 2025Q3: 3,323 shares; 2025Q4: 3,323 shares 3,323 $333K 0.02% 0 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,950 shares; 2025Q1: not reported; 2025Q2: 2,850 shares; 2025Q3: 2,700 shares; 2025Q4: 2,875 shares 2,875 $330K 0.02% +175 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 2,129 shares; 2025Q1: 1,933 shares; 2025Q2: 1,422 shares; 2025Q3: 1,458 shares; 2025Q4: 1,553 shares 1,553 $329K 0.02% +95 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,367 shares; 2025Q3: 2,207 shares; 2025Q4: 1,891 shares 1,891 $328K 0.02% -316 Timeline VICTORY PORTFOLIOS II 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: 5,375 shares; 2024Q4: 4,891 shares; 2025Q1: 4,810 shares; 2025Q2: 6,101 shares; 2025Q3: 6,101 shares; 2025Q4: 6,062 shares 6,062 $327K 0.02% -39 SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,180 shares 6,180 $325K 0.02% new Timeline XES 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: 3,978 shares; 2024Q4: 3,958 shares; 2025Q1: 3,958 shares; 2025Q2: 3,958 shares; 2025Q3: 3,958 shares; 2025Q4: 3,958 shares 3,958 $324K 0.02% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $324K 0.02% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,430 shares; 2025Q4: 4,791 shares 4,791 $323K 0.02% +1,361 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,430 shares; 2024Q4: 53,430 shares; 2025Q1: 53,930 shares; 2025Q2: 53,930 shares; 2025Q3: 53,930 shares; 2025Q4: 57,941 shares 57,941 $323K 0.02% +4,011 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: 4,161 shares; 2024Q4: 4,989 shares; 2025Q1: 4,969 shares; 2025Q2: 4,141 shares; 2025Q3: 4,141 shares; 2025Q4: 4,969 shares 4,969 $322K 0.02% +828 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: 4,979 shares; 2024Q4: 2,713 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,982 shares; 2025Q4: 2,275 shares 2,275 $322K 0.02% +293 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 203 shares; 2025Q3: not reported; 2025Q4: 301 shares 301 $322K 0.02% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 677 shares 677 $320K 0.02% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,175 shares; 2025Q1: 1,108 shares; 2025Q2: 1,108 shares; 2025Q3: 1,109 shares; 2025Q4: 1,109 shares 1,109 $319K 0.02% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,466 shares; 2025Q2: 1,457 shares; 2025Q3: 1,505 shares; 2025Q4: 1,527 shares 1,527 $319K 0.02% +22 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,626 shares; 2024Q4: 2,636 shares; 2025Q1: 2,640 shares; 2025Q2: 3,444 shares; 2025Q3: 2,647 shares; 2025Q4: 3,451 shares 3,451 $316K 0.02% +804 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: 7,186 shares; 2024Q4: 5,636 shares; 2025Q1: 5,442 shares; 2025Q2: 5,334 shares; 2025Q3: 7,636 shares; 2025Q4: 4,908 shares 4,908 $314K 0.02% -2,728 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,700 shares; 2025Q1: 6,600 shares; 2025Q2: 6,400 shares; 2025Q3: 6,300 shares; 2025Q4: 6,000 shares 6,000 $313K 0.02% -300 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,356 shares; 2025Q1: 2,358 shares; 2025Q2: 2,360 shares; 2025Q3: 2,361 shares; 2025Q4: 2,363 shares 2,363 $313K 0.02% +2 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: 2,369 shares; 2024Q4: 2,383 shares; 2025Q1: not reported; 2025Q2: 2,120 shares; 2025Q3: 2,140 shares; 2025Q4: 2,158 shares 2,158 $310K 0.02% +18 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: not reported; 2025Q4: 2,225 shares 2,225 $307K 0.02% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 3,626 shares; 2025Q1: 3,570 shares; 2025Q2: 3,640 shares; 2025Q3: 3,584 shares; 2025Q4: 3,601 shares 3,601 $305K 0.02% +17 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,597 shares; 2025Q3: 1,700 shares; 2025Q4: 1,707 shares 1,707 $303K 0.02% +7 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,091 shares; 2025Q2: 6,738 shares; 2025Q3: 8,314 shares; 2025Q4: 9,223 shares 9,223 $299K 0.02% +909 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 2,167 shares; 2025Q1: 2,167 shares; 2025Q2: 2,168 shares; 2025Q3: 2,168 shares; 2025Q4: 2,168 shares 2,168 $299K 0.02% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3,457 shares; 2025Q1: 3,367 shares; 2025Q2: 3,613 shares; 2025Q3: 3,683 shares; 2025Q4: 3,732 shares 3,732 $296K 0.02% +49 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,957 shares; 2025Q1: 1,210 shares; 2025Q2: 1,160 shares; 2025Q3: 1,110 shares; 2025Q4: 1,060 shares 1,060 $296K 0.02% -50 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: not reported; 2024Q4: 1,035 shares; 2025Q1: 1,038 shares; 2025Q2: 989 shares; 2025Q3: 948 shares; 2025Q4: 903 shares 903 $293K 0.02% -45 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,383 shares; 2024Q4: 4,915 shares; 2025Q1: 7,117 shares; 2025Q2: 6,791 shares; 2025Q3: 6,069 shares; 2025Q4: 6,044 shares 6,044 $292K 0.02% -25 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,058 shares 11,058 $286K 0.02% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 1,174 shares 1,174 $283K 0.02% +44 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,102 shares; 2024Q4: 5,360 shares; 2025Q1: 5,201 shares; 2025Q2: 5,173 shares; 2025Q3: 5,188 shares; 2025Q4: 5,251 shares 5,251 $283K 0.02% +63 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,530 shares; 2025Q4: 1,548 shares 1,548 $282K 0.02% +18 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,407 shares; 2025Q4: 4,821 shares 4,821 $280K 0.02% +414 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,392 shares; 2025Q4: 3,492 shares 3,492 $279K 0.02% +100 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,681 shares; 2025Q3: 2,681 shares; 2025Q4: 2,665 shares 2,665 $279K 0.02% -16 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,734 shares; 2024Q4: 6,734 shares; 2025Q1: 6,734 shares; 2025Q2: 6,734 shares; 2025Q3: 6,884 shares; 2025Q4: 6,884 shares 6,884 $279K 0.02% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,071 shares; 2024Q4: 11,871 shares; 2025Q1: 11,712 shares; 2025Q2: 12,075 shares; 2025Q3: not reported; 2025Q4: 15,312 shares 15,312 $279K 0.02% new Timeline PULS 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: 10,820 shares; 2024Q4: 7,276 shares; 2025Q1: 7,060 shares; 2025Q2: 5,709 shares; 2025Q3: 5,268 shares; 2025Q4: 5,619 shares 5,619 $279K 0.02% +351 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,364 shares; 2025Q1: 16,296 shares; 2025Q2: 16,385 shares; 2025Q3: 16,556 shares; 2025Q4: 15,858 shares 15,858 $278K 0.02% -698 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: 1,104 shares; 2024Q4: 1,107 shares; 2025Q1: 1,097 shares; 2025Q2: 1,098 shares; 2025Q3: 1,344 shares; 2025Q4: 1,123 shares 1,123 $277K 0.02% -221 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: 2,232 shares; 2024Q4: 2,162 shares; 2025Q1: 2,165 shares; 2025Q2: 2,163 shares; 2025Q3: 2,187 shares; 2025Q4: 2,174 shares 2,174 $277K 0.02% -13 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,773 shares; 2024Q4: 2,773 shares; 2025Q1: 2,200 shares; 2025Q2: 2,051 shares; 2025Q3: 2,001 shares; 2025Q4: 2,367 shares 2,367 $275K 0.02% +366 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 3,159 shares; 2025Q1: 2,923 shares; 2025Q2: 2,850 shares; 2025Q3: 2,869 shares; 2025Q4: 2,925 shares 2,925 $274K 0.02% +56 Timeline SPIP 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: 21,719 shares; 2024Q4: 17,425 shares; 2025Q1: 16,416 shares; 2025Q2: 13,272 shares; 2025Q3: 12,117 shares; 2025Q4: 10,410 shares 10,410 $270K 0.02% -1,707 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,704 shares; 2024Q4: 2,709 shares; 2025Q1: 6,341 shares; 2025Q2: 6,662 shares; 2025Q3: 5,948 shares; 2025Q4: 3,638 shares 3,638 $267K 0.02% -2,310 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,949 shares; 2025Q4: 12,654 shares 12,654 $267K 0.02% +705 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: 3,170 shares; 2024Q4: 3,171 shares; 2025Q1: 3,045 shares; 2025Q2: 3,045 shares; 2025Q3: 3,168 shares; 2025Q4: 2,525 shares 2,525 $266K 0.02% -643 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,106 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: not reported; 2025Q4: 35,299 shares 35,299 $265K 0.02% new 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: 2,573 shares; 2024Q4: 2,603 shares; 2025Q1: 2,573 shares; 2025Q2: 2,735 shares; 2025Q3: 3,033 shares; 2025Q4: 3,214 shares 3,214 $264K 0.02% +181 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 938 shares; 2025Q1: 847 shares; 2025Q2: 886 shares; 2025Q3: 487 shares; 2025Q4: 456 shares 456 $259K 0.02% -31 Timeline CGMS 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,350 shares 9,350 $258K 0.02% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 887 shares; 2025Q3: 978 shares; 2025Q4: 947 shares 947 $257K 0.02% -31 Timeline MLPA 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: 5,048 shares; 2024Q4: 4,955 shares; 2025Q1: 4,278 shares; 2025Q2: 4,937 shares; 2025Q3: 5,237 shares; 2025Q4: 5,298 shares 5,298 $256K 0.02% +61 Timeline HEFA 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: 163,398 shares; 2024Q4: 177,006 shares; 2025Q1: 90,789 shares; 2025Q2: 180,246 shares; 2025Q3: 9,246 shares; 2025Q4: 6,170 shares 6,170 $255K 0.02% -3,076 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS 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: 7,615 shares; 2025Q2: 8,817 shares; 2025Q3: 12,396 shares; 2025Q4: 13,475 shares 13,475 $254K 0.02% +1,079 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,904 shares; 2024Q4: 18,331 shares; 2025Q1: 17,511 shares; 2025Q2: 17,389 shares; 2025Q3: not reported; 2025Q4: 16,091 shares 16,091 $253K 0.02% new Timeline IVOV 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: 2,481 shares; 2024Q4: 2,490 shares; 2025Q1: 2,490 shares; 2025Q2: 2,490 shares; 2025Q3: 2,490 shares; 2025Q4: 2,498 shares 2,498 $252K 0.02% +8 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,786 shares; 2025Q4: 4,469 shares 4,469 $251K 0.02% +683 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 1,273 shares; 2025Q1: 1,275 shares; 2025Q2: 1,276 shares; 2025Q3: 1,277 shares; 2025Q4: 807 shares 807 $250K 0.02% -470 Timeline SPHY 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: 10,575 shares; 2024Q4: 10,575 shares; 2025Q1: 10,575 shares; 2025Q2: 10,925 shares; 2025Q3: 10,475 shares; 2025Q4: 10,475 shares 10,475 $248K 0.02% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,275 shares; 2025Q1: 3,024 shares; 2025Q2: 3,030 shares; 2025Q3: 3,037 shares; 2025Q4: 2,782 shares 2,782 $246K 0.02% -255 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,704 shares; 2024Q4: 19,821 shares; 2025Q1: 19,071 shares; 2025Q2: 17,994 shares; 2025Q3: 17,042 shares; 2025Q4: 16,600 shares 16,600 $246K 0.02% -442 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 2,329 shares; 2025Q1: 2,048 shares; 2025Q2: not reported; 2025Q3: 2,524 shares; 2025Q4: 2,512 shares 2,512 $246K 0.02% -12 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,609 shares; 2024Q4: 4,663 shares; 2025Q1: 4,712 shares; 2025Q2: 4,763 shares; 2025Q3: 4,814 shares; 2025Q4: 4,861 shares 4,861 $245K 0.02% +47 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,409 shares; 2025Q3: 3,563 shares; 2025Q4: 2,983 shares 2,983 $244K 0.02% -580 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: 11,391 shares; 2024Q4: 8,698 shares; 2025Q1: 8,353 shares; 2025Q2: 7,989 shares; 2025Q3: 7,361 shares; 2025Q4: 6,943 shares 6,943 $241K 0.02% -418 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 541 shares; 2025Q4: 472 shares 472 $241K 0.02% -69 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,353 shares; 2025Q4: 5,603 shares 5,603 $239K 0.02% +1,250 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 4,459 shares; 2025Q1: 2,169 shares; 2025Q2: 2,823 shares; 2025Q3: 2,209 shares; 2025Q4: 2,233 shares 2,233 $239K 0.02% +24 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 721 shares; 2025Q4: 1,023 shares 1,023 $237K 0.02% +302 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,506 shares; 2025Q1: 1,498 shares; 2025Q2: 1,484 shares; 2025Q3: not reported; 2025Q4: 890 shares 890 $236K 0.02% new Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR 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: 7,580 shares; 2025Q3: 7,580 shares; 2025Q4: 7,580 shares 7,580 $236K 0.02% 0 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,080 shares; 2025Q4: 6,130 shares 6,130 $235K 0.02% +1,050 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,114 shares 8,114 $234K 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,142 shares; 2024Q4: 16,543 shares; 2025Q1: 13,805 shares; 2025Q2: 14,039 shares; 2025Q3: 13,451 shares; 2025Q4: 17,589 shares 17,589 $231K 0.02% +4,138 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,198 shares; 2025Q1: 12,198 shares; 2025Q2: 12,198 shares; 2025Q3: 12,198 shares; 2025Q4: 12,198 shares 12,198 $230K 0.02% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,071 shares; 2025Q4: 5,143 shares 5,143 $228K 0.02% +72 Timeline PFFD 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: 11,675 shares; 2024Q4: 11,600 shares; 2025Q1: 11,600 shares; 2025Q2: 11,600 shares; 2025Q3: 11,850 shares; 2025Q4: 12,036 shares 12,036 $228K 0.02% +186 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,232 shares; 2025Q4: 3,242 shares 3,242 $225K 0.02% +10 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,550 shares; 2025Q1: 12,150 shares; 2025Q2: 11,450 shares; 2025Q3: 11,450 shares; 2025Q4: 11,450 shares 11,450 $224K 0.02% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 163 shares; 2025Q2: 2,475 shares; 2025Q3: 2,455 shares; 2025Q4: 2,455 shares 2,455 $224K 0.02% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,700 shares 1,700 $223K 0.02% new 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: 4,221 shares; 2024Q4: 3,173 shares; 2025Q1: 3,181 shares; 2025Q2: 2,679 shares; 2025Q3: 3,679 shares; 2025Q4: 2,679 shares 2,679 $222K 0.02% -1,000 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,951 shares 1,951 $222K 0.02% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,212 shares; 2025Q3: 9,263 shares; 2025Q4: 9,252 shares 9,252 $221K 0.02% -11 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,617 shares; 2024Q4: 17,803 shares; 2025Q1: 9,569 shares; 2025Q2: 2,302 shares; 2025Q3: not reported; 2025Q4: 2,190 shares 2,190 $219K 0.02% new Timeline JNK 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: 2,364 shares; 2024Q4: 2,331 shares; 2025Q1: 2,331 shares; 2025Q2: 2,353 shares; 2025Q3: 2,227 shares; 2025Q4: 2,250 shares 2,250 $219K 0.02% +23 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,158 shares; 2024Q4: 12,736 shares; 2025Q1: 14,183 shares; 2025Q2: 15,181 shares; 2025Q3: 15,231 shares; 2025Q4: 12,635 shares 12,635 $218K 0.02% -2,596 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,741 shares 4,741 $213K 0.02% new Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,297 shares; 2025Q2: 68,447 shares; 2025Q3: 69,147 shares; 2025Q4: 56,052 shares 56,052 $212K 0.02% -13,095 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,356 shares; 2024Q4: 13,061 shares; 2025Q1: 14,066 shares; 2025Q2: 13,640 shares; 2025Q3: not reported; 2025Q4: 13,486 shares 13,486 $211K 0.02% new 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: not reported; 2024Q4: 3,390 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,035 shares 3,035 $211K 0.02% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,153 shares; 2025Q3: not reported; 2025Q4: 11,653 shares 11,653 $209K 0.02% new 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: 21,280 shares; 2024Q4: 21,180 shares; 2025Q1: 21,256 shares; 2025Q2: 21,242 shares; 2025Q3: not reported; 2025Q4: 20,581 shares 20,581 $208K 0.02% new Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,003 shares 2,003 $208K 0.02% new Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,500 shares 7,500 $206K 0.02% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,372 shares; 2024Q4: 5,965 shares; 2025Q1: 4,913 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,745 shares 2,745 $206K 0.02% new Timeline SBIO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares 4,000 $205K 0.02% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,530 shares; 2025Q1: 1,248 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 942 shares 942 $204K 0.02% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,804 shares; 2025Q1: 2,763 shares; 2025Q2: 2,698 shares; 2025Q3: not reported; 2025Q4: 2,040 shares 2,040 $204K 0.02% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,401 shares; 2024Q4: 2,350 shares; 2025Q1: 2,121 shares; 2025Q2: 3,413 shares; 2025Q3: 2,528 shares; 2025Q4: 2,419 shares 2,419 $204K 0.02% -109 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: 8,250 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 6,915 shares; 2025Q4: 6,915 shares 6,915 $202K 0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 820 shares 820 $202K 0.01% new Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,668 shares; 2024Q4: 27,332 shares; 2025Q1: 27,332 shares; 2025Q2: 27,432 shares; 2025Q3: not reported; 2025Q4: 25,768 shares 25,768 $200K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 939 shares; 2025Q2: 939 shares; 2025Q3: 944 shares; 2025Q4: 944 shares 944 $200K 0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,745 shares; 2025Q4: 18,270 shares 18,270 $196K 0.01% +7,525 Timeline METCB RAMACO RES INC More: the full row for RAMACO RES 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: 20,320 shares; 2025Q3: 14,382 shares; 2025Q4: 14,585 shares 14,585 $171K 0.01% +203 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,041 shares; 2024Q4: 13,252 shares; 2025Q1: 12,859 shares; 2025Q2: 11,559 shares; 2025Q3: 11,509 shares; 2025Q4: 11,509 shares 11,509 $136K 0.01% 0 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,000 shares; 2025Q2: 21,150 shares; 2025Q3: 21,557 shares; 2025Q4: 23,857 shares 23,857 $129K 0.01% +2,300 Timeline CRBU CARIBOU BIOSCIENCES INC More: the full row for CARIBOU BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,400 shares; 2025Q1: 56,400 shares; 2025Q2: 63,975 shares; 2025Q3: not reported; 2025Q4: 80,475 shares 80,475 $128K 0.01% new Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $128K 0.01% new Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,218 shares; 2024Q4: 13,220 shares; 2025Q1: 10,584 shares; 2025Q2: 10,587 shares; 2025Q3: not reported; 2025Q4: 10,572 shares 10,572 $121K 0.01% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,359 shares 10,359 $120K 0.01% new Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,200 shares; 2025Q1: 135,895 shares; 2025Q2: 147,335 shares; 2025Q3: 144,640 shares; 2025Q4: 22,160 shares 22,160 $111K 0.01% -122,480 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,272 shares; 2024Q4: 23,990 shares; 2025Q1: 24,674 shares; 2025Q2: 24,908 shares; 2025Q3: not reported; 2025Q4: 24,077 shares 24,077 $89.6K 0.01% new Timeline AIRG AIRGAIN INC More: the full row for AIRGAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,761 shares; 2024Q4: 19,761 shares; 2025Q1: 19,761 shares; 2025Q2: 19,761 shares; 2025Q3: not reported; 2025Q4: 16,761 shares 16,761 $68K 0.01% new Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,000 shares 14,000 $57.3K <0.01% new Timeline LRMR LARIMAR THERAPEUTICS INC More: the full row for LARIMAR THERAPEUTICS 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: 13,000 shares; 2025Q3: not reported; 2025Q4: 13,000 shares 13,000 $49.5K <0.01% new Timeline UPXI UPEXI INC More: the full row for UPEXI 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: 27,325 shares 27,325 $45.9K <0.01% new Timeline DGNX DIGINEX LTD More: the full row for DIGINEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $41.7K <0.01% new Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: not reported; 2025Q4: 18,000 shares 18,000 $35.5K <0.01% new Timeline EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: not reported; 2025Q4: 14,050 shares 14,050 $28.8K <0.01% new Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 10,000 shares; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $19.8K <0.01% new Timeline CYPH CYPHERPUNK TECHNOLOGIES INC More: the full row for CYPHERPUNK TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,712 shares 11,712 $13.6K <0.01% new Timeline