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: 336,881 shares; 2024Q4: 283,858 shares; 2025Q1: 218,054 shares; 2025Q2: 218,012 shares; 2025Q3: 253,776 shares; 2025Q4: 311,859 shares 311,859 $84.8M 4.1% +58,083 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: 37,076 shares; 2024Q4: 80,663 shares; 2025Q1: 55,858 shares; 2025Q2: 73,142 shares; 2025Q3: 78,372 shares; 2025Q4: 87,292 shares 87,292 $59.5M 2.88% +8,920 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: 456,730 shares; 2024Q4: 355,211 shares; 2025Q1: 292,083 shares; 2025Q2: 270,605 shares; 2025Q3: 264,746 shares; 2025Q4: 309,110 shares 309,110 $57.6M 2.79% +44,364 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: 40,575 shares; 2024Q4: 57,310 shares; 2025Q1: 47,047 shares; 2025Q2: 46,302 shares; 2025Q3: 55,125 shares; 2025Q4: 74,679 shares 74,679 $45.9M 2.22% +19,554 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: 120,980 shares; 2024Q4: 72,206 shares; 2025Q1: 64,823 shares; 2025Q2: 59,195 shares; 2025Q3: 70,992 shares; 2025Q4: 93,175 shares 93,175 $45.1M 2.18% +22,183 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: 43,601 shares; 2024Q4: 38,288 shares; 2025Q1: 42,430 shares; 2025Q2: 50,049 shares; 2025Q3: 85,852 shares; 2025Q4: 198,219 shares 198,219 $37.9M 1.83% +112,367 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: 169,205 shares; 2024Q4: 103,229 shares; 2025Q1: 96,074 shares; 2025Q2: 103,437 shares; 2025Q3: 126,161 shares; 2025Q4: 154,472 shares 154,472 $35.7M 1.72% +28,311 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: 136,132 shares; 2024Q4: 737,721 shares; 2025Q1: 751,204 shares; 2025Q2: 816,618 shares; 2025Q3: 1,060,720 shares; 2025Q4: 1,012,395 shares 1,012,395 $33M 1.6% -48,325 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: 18,854 shares; 2024Q4: 41,008 shares; 2025Q1: 39,638 shares; 2025Q2: 37,709 shares; 2025Q3: 44,402 shares; 2025Q4: 49,189 shares 49,189 $30.8M 1.49% +4,787 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: 23,581 shares; 2024Q4: 23,898 shares; 2025Q1: 24,356 shares; 2025Q2: 29,206 shares; 2025Q3: 32,420 shares; 2025Q4: 362,880 shares 362,880 $29.1M 1.41% +330,460 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: 76,758 shares; 2024Q4: 54,632 shares; 2025Q1: 53,730 shares; 2025Q2: 56,405 shares; 2025Q3: 57,236 shares; 2025Q4: 79,640 shares 79,640 $27.6M 1.33% +22,404 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: 88,828 shares; 2024Q4: 97,614 shares; 2025Q1: 101,494 shares; 2025Q2: 109,067 shares; 2025Q3: 109,634 shares; 2025Q4: 524,179 shares 524,179 $23.3M 1.12% +414,545 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: 83,015 shares; 2024Q4: 59,343 shares; 2025Q1: 59,832 shares; 2025Q2: 57,582 shares; 2025Q3: 61,123 shares; 2025Q4: 70,307 shares 70,307 $22M 1.06% +9,184 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 465,652 shares 465,652 $20.7M 1% new 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: 21,955 shares; 2024Q4: 29,348 shares; 2025Q1: 26,154 shares; 2025Q2: 25,171 shares; 2025Q3: 42,086 shares; 2025Q4: 91,128 shares 91,128 $20M 0.97% +49,042 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: 18,809 shares; 2024Q4: 33,328 shares; 2025Q1: 20,476 shares; 2025Q2: 22,245 shares; 2025Q3: 21,716 shares; 2025Q4: 59,183 shares 59,183 $19.8M 0.96% +37,467 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: 59,360 shares; 2024Q4: 32,074 shares; 2025Q1: 29,675 shares; 2025Q2: 29,999 shares; 2025Q3: 43,951 shares; 2025Q4: 61,254 shares 61,254 $19.7M 0.95% +17,303 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: 296,762 shares; 2024Q4: 285,067 shares; 2025Q1: 286,374 shares; 2025Q2: 282,255 shares; 2025Q3: 284,948 shares; 2025Q4: 283,835 shares 283,835 $19.4M 0.94% -1,113 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: 93,836 shares; 2024Q4: 37,819 shares; 2025Q1: 34,616 shares; 2025Q2: 33,477 shares; 2025Q3: 45,966 shares; 2025Q4: 60,823 shares 60,823 $19.1M 0.92% +14,857 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: 619,195 shares; 2024Q4: 735,195 shares; 2025Q1: 414,807 shares; 2025Q2: 812,847 shares; 2025Q3: 1,171,723 shares; 2025Q4: 1,040,215 shares 1,040,215 $19M 0.92% -131,508 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: 22,351 shares; 2024Q4: 24,559 shares; 2025Q1: 22,121 shares; 2025Q2: 28,868 shares; 2025Q3: 32,006 shares; 2025Q4: 25,762 shares 25,762 $17.6M 0.85% -6,244 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: 32,519 shares; 2024Q4: 22,741 shares; 2025Q1: 19,691 shares; 2025Q2: 18,750 shares; 2025Q3: 20,971 shares; 2025Q4: 26,655 shares 26,655 $17.6M 0.85% +5,684 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: 33,847 shares; 2024Q4: 28,413 shares; 2025Q1: 28,215 shares; 2025Q2: 27,662 shares; 2025Q3: 29,052 shares; 2025Q4: 36,546 shares 36,546 $16.4M 0.79% +7,494 Timeline SSO 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: 10,891 shares; 2024Q4: 72,247 shares; 2025Q1: 7,794 shares; 2025Q2: 120,914 shares; 2025Q3: 132,858 shares; 2025Q4: 266,574 shares 266,574 $15.4M 0.75% +133,716 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,718 shares; 2024Q4: 106,788 shares; 2025Q1: 119,446 shares; 2025Q2: 125,158 shares; 2025Q3: 157,491 shares; 2025Q4: 232,715 shares 232,715 $13.3M 0.64% +75,224 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: 23,339 shares; 2024Q4: 22,906 shares; 2025Q1: 20,280 shares; 2025Q2: 19,715 shares; 2025Q3: 22,202 shares; 2025Q4: 22,540 shares 22,540 $12.9M 0.62% +338 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: 24,446 shares; 2024Q4: 18,705 shares; 2025Q1: 13,599 shares; 2025Q2: 16,126 shares; 2025Q3: 19,407 shares; 2025Q4: 24,693 shares 24,693 $12.4M 0.6% +5,286 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,071 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,054 shares; 2025Q4: 97,508 shares 97,508 $12.3M 0.6% -546 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: 62,446 shares; 2024Q4: 74,987 shares; 2025Q1: 89,397 shares; 2025Q2: 88,447 shares; 2025Q3: 92,843 shares; 2025Q4: 204,496 shares 204,496 $11.9M 0.57% +111,653 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: 82,311 shares; 2024Q4: 55,543 shares; 2025Q1: 49,502 shares; 2025Q2: 48,774 shares; 2025Q3: 65,683 shares; 2025Q4: 106,638 shares 106,638 $11.9M 0.57% +40,955 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: 63,090 shares; 2024Q4: 63,466 shares; 2025Q1: 63,915 shares; 2025Q2: 62,571 shares; 2025Q3: 63,013 shares; 2025Q4: 283,081 shares 283,081 $11.4M 0.55% +220,068 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: 53,281 shares; 2024Q4: 59,934 shares; 2025Q1: 55,248 shares; 2025Q2: 53,658 shares; 2025Q3: 56,875 shares; 2025Q4: 109,257 shares 109,257 $10.9M 0.53% +52,382 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: 16,159 shares; 2024Q4: 11,911 shares; 2025Q1: 7,518 shares; 2025Q2: 8,860 shares; 2025Q3: 14,073 shares; 2025Q4: 14,375 shares 14,375 $10.8M 0.52% +302 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: 27,181 shares; 2024Q4: 39,131 shares; 2025Q1: 47,641 shares; 2025Q2: 52,676 shares; 2025Q3: 59,211 shares; 2025Q4: 59,836 shares 59,836 $10.6M 0.51% +625 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: 92,508 shares; 2024Q4: 83,477 shares; 2025Q1: 78,525 shares; 2025Q2: 80,338 shares; 2025Q3: 181,066 shares; 2025Q4: 184,319 shares 184,319 $10.1M 0.49% +3,253 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,447 shares; 2024Q4: 15,368 shares; 2025Q1: 13,358 shares; 2025Q2: 39,233 shares; 2025Q3: 46,544 shares; 2025Q4: 46,578 shares 46,578 $9.3M 0.45% +34 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: 113,331 shares; 2024Q4: 91,277 shares; 2025Q1: 85,030 shares; 2025Q2: 83,648 shares; 2025Q3: 91,347 shares; 2025Q4: 112,961 shares 112,961 $9.07M 0.44% +21,614 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: 13,903 shares; 2024Q4: 19,137 shares; 2025Q1: 19,116 shares; 2025Q2: 15,187 shares; 2025Q3: 20,957 shares; 2025Q4: 22,824 shares 22,824 $9.05M 0.44% +1,867 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: 14,630 shares; 2024Q4: 8,757 shares; 2025Q1: 7,114 shares; 2025Q2: 6,483 shares; 2025Q3: 7,056 shares; 2025Q4: 8,267 shares 8,267 $8.88M 0.43% +1,211 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: 96,754 shares; 2024Q4: 68,558 shares; 2025Q1: 63,004 shares; 2025Q2: 56,270 shares; 2025Q3: 282,121 shares; 2025Q4: 322,117 shares 322,117 $8.84M 0.43% +39,996 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: 10,377 shares; 2024Q4: 29,204 shares; 2025Q1: 23,713 shares; 2025Q2: 23,447 shares; 2025Q3: 28,798 shares; 2025Q4: 33,977 shares 33,977 $8.76M 0.42% +5,179 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,968 shares; 2024Q4: 81,609 shares; 2025Q1: 84,215 shares; 2025Q2: 90,931 shares; 2025Q3: 89,873 shares; 2025Q4: 113,665 shares 113,665 $8.66M 0.42% +23,792 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,471 shares; 2024Q4: 43,297 shares; 2025Q1: 29,598 shares; 2025Q2: 56,816 shares; 2025Q3: 58,710 shares; 2025Q4: 61,091 shares 61,091 $8.62M 0.42% +2,381 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: 37,072 shares; 2024Q4: 12,333 shares; 2025Q1: 12,912 shares; 2025Q2: 11,155 shares; 2025Q3: 25,172 shares; 2025Q4: 37,119 shares 37,119 $8.48M 0.41% +11,947 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,117 shares; 2024Q4: 65,178 shares; 2025Q1: 40,463 shares; 2025Q2: 41,304 shares; 2025Q3: 147,303 shares; 2025Q4: 150,799 shares 150,799 $8.33M 0.4% +3,496 Timeline FTLS 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: 40,900 shares; 2024Q4: 46,548 shares; 2025Q1: 62,829 shares; 2025Q2: 67,929 shares; 2025Q3: 113,163 shares; 2025Q4: 116,963 shares 116,963 $8.3M 0.4% +3,800 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: 68,966 shares; 2024Q4: 94,420 shares; 2025Q1: 53,467 shares; 2025Q2: 55,795 shares; 2025Q3: 87,278 shares; 2025Q4: 89,642 shares 89,642 $8.29M 0.4% +2,364 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: 73,439 shares; 2024Q4: 43,485 shares; 2025Q1: 36,580 shares; 2025Q2: 43,149 shares; 2025Q3: 51,822 shares; 2025Q4: 68,602 shares 68,602 $8.26M 0.4% +16,780 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: 53,161 shares; 2024Q4: 87,227 shares; 2025Q1: 81,021 shares; 2025Q2: 78,967 shares; 2025Q3: 80,685 shares; 2025Q4: 85,277 shares 85,277 $8.03M 0.39% +4,592 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,953 shares; 2024Q4: 13,326 shares; 2025Q1: 12,690 shares; 2025Q2: 12,232 shares; 2025Q3: 17,776 shares; 2025Q4: 25,072 shares 25,072 $7.99M 0.39% +7,296 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: 17,407 shares; 2024Q4: 10,096 shares; 2025Q1: 9,236 shares; 2025Q2: 9,152 shares; 2025Q3: 12,128 shares; 2025Q4: 22,378 shares 22,378 $7.7M 0.37% +10,250 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: 2,352 shares; 2024Q4: 18,824 shares; 2025Q1: 16,372 shares; 2025Q2: 17,046 shares; 2025Q3: 16,997 shares; 2025Q4: 15,508 shares 15,508 $7.45M 0.36% -1,489 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,393 shares; 2024Q4: 9,277 shares; 2025Q1: 8,992 shares; 2025Q2: 9,447 shares; 2025Q3: 8,269 shares; 2025Q4: 8,436 shares 8,436 $7.41M 0.36% +167 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: 16,554 shares; 2024Q4: 14,633 shares; 2025Q1: 9,243 shares; 2025Q2: 9,065 shares; 2025Q3: 14,517 shares; 2025Q4: 51,410 shares 51,410 $7.38M 0.36% +36,893 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: 19,380 shares; 2024Q4: 38,302 shares; 2025Q1: 19,542 shares; 2025Q2: 19,047 shares; 2025Q3: 19,427 shares; 2025Q4: 28,504 shares 28,504 $7.13M 0.34% +9,077 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: 8,177 shares; 2024Q4: 6,359 shares; 2025Q1: 5,853 shares; 2025Q2: 5,691 shares; 2025Q3: 6,048 shares; 2025Q4: 8,241 shares 8,241 $7.11M 0.34% +2,193 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: 13,440 shares; 2024Q4: 12,358 shares; 2025Q1: 10,519 shares; 2025Q2: 11,573 shares; 2025Q3: 18,860 shares; 2025Q4: 24,413 shares 24,413 $7.09M 0.34% +5,553 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: 13,701 shares; 2024Q4: 7,823 shares; 2025Q1: 5,528 shares; 2025Q2: 5,770 shares; 2025Q3: 10,564 shares; 2025Q4: 14,813 shares 14,813 $7.01M 0.34% +4,249 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,077 shares; 2024Q4: 45,618 shares; 2025Q1: 46,120 shares; 2025Q2: 44,221 shares; 2025Q3: 63,252 shares; 2025Q4: 60,456 shares 60,456 $6.92M 0.33% -2,796 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: 101,188 shares; 2024Q4: 99,447 shares; 2025Q1: 100,602 shares; 2025Q2: 102,738 shares; 2025Q3: 104,580 shares; 2025Q4: 138,763 shares 138,763 $6.89M 0.33% +34,183 Timeline NLR 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: 14,549 shares; 2025Q2: 15,089 shares; 2025Q3: 52,715 shares; 2025Q4: 55,150 shares 55,150 $6.85M 0.33% +2,435 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,203 shares; 2024Q4: 13,300 shares; 2025Q1: 26,754 shares; 2025Q2: 8,555 shares; 2025Q3: 14,323 shares; 2025Q4: 68,193 shares 68,193 $6.85M 0.33% +53,870 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: 31,031 shares; 2024Q4: 32,387 shares; 2025Q1: 32,189 shares; 2025Q2: 33,302 shares; 2025Q3: 31,397 shares; 2025Q4: 31,749 shares 31,749 $6.8M 0.33% +352 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: 36,378 shares; 2024Q4: 14,150 shares; 2025Q1: 12,091 shares; 2025Q2: 12,760 shares; 2025Q3: 19,518 shares; 2025Q4: 32,621 shares 32,621 $6.75M 0.33% +13,103 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: 15,496 shares; 2024Q4: 17,235 shares; 2025Q1: 17,478 shares; 2025Q2: 17,388 shares; 2025Q3: 18,988 shares; 2025Q4: 22,509 shares 22,509 $6.67M 0.32% +3,521 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,714 shares; 2024Q4: 6,591 shares; 2025Q1: 8,067 shares; 2025Q2: 8,510 shares; 2025Q3: 88,867 shares; 2025Q4: 90,399 shares 90,399 $6.62M 0.32% +1,532 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: 11,612 shares; 2024Q4: 4,452 shares; 2025Q1: 4,398 shares; 2025Q2: 6,489 shares; 2025Q3: 7,171 shares; 2025Q4: 7,530 shares 7,530 $6.62M 0.32% +359 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: 5,343 shares; 2024Q4: 8,137 shares; 2025Q1: 8,072 shares; 2025Q2: 8,489 shares; 2025Q3: 11,329 shares; 2025Q4: 13,539 shares 13,539 $6.61M 0.32% +2,210 Timeline BITX VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,714 shares; 2024Q4: 288,112 shares; 2025Q1: 254,744 shares; 2025Q2: 296,454 shares; 2025Q3: 231,350 shares; 2025Q4: 234,335 shares 234,335 $6.5M 0.31% +2,985 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,400 shares; 2024Q4: 53,838 shares; 2025Q1: 35,431 shares; 2025Q2: 37,614 shares; 2025Q3: 41,017 shares; 2025Q4: 42,750 shares 42,750 $6.5M 0.31% +1,733 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: 16,816 shares; 2024Q4: 11,013 shares; 2025Q1: 11,712 shares; 2025Q2: 13,323 shares; 2025Q3: 22,282 shares; 2025Q4: 22,641 shares 22,641 $6.46M 0.31% +359 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: 61,076 shares; 2024Q4: 22,480 shares; 2025Q1: 22,346 shares; 2025Q2: 23,596 shares; 2025Q3: 52,556 shares; 2025Q4: 73,709 shares 73,709 $6.43M 0.31% +21,153 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: not reported; 2024Q4: 17,050 shares; 2025Q1: 45,794 shares; 2025Q2: 49,505 shares; 2025Q3: 169,675 shares; 2025Q4: 172,988 shares 172,988 $6.27M 0.3% +3,313 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: 34,224 shares; 2024Q4: 64,062 shares; 2025Q1: 69,344 shares; 2025Q2: 73,551 shares; 2025Q3: 86,530 shares; 2025Q4: 100,243 shares 100,243 $6.26M 0.3% +13,713 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: 30,424 shares; 2024Q4: 15,712 shares; 2025Q1: 14,739 shares; 2025Q2: 14,744 shares; 2025Q3: 14,548 shares; 2025Q4: 17,730 shares 17,730 $6.22M 0.3% +3,182 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: 9,347 shares; 2024Q4: 4,391 shares; 2025Q1: 4,502 shares; 2025Q2: 4,437 shares; 2025Q3: 4,689 shares; 2025Q4: 66,226 shares 66,226 $6.21M 0.3% +61,537 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,270 shares; 2024Q4: 38,639 shares; 2025Q1: 34,518 shares; 2025Q2: 32,504 shares; 2025Q3: 33,272 shares; 2025Q4: 33,769 shares 33,769 $6.19M 0.3% +497 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: 110,015 shares; 2024Q4: 84,771 shares; 2025Q1: 79,809 shares; 2025Q2: 78,819 shares; 2025Q3: 91,586 shares; 2025Q4: 111,956 shares 111,956 $6.16M 0.3% +20,370 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,743 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,314 shares; 2025Q4: 68,605 shares 68,605 $6.14M 0.3% +2,291 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: 12,278 shares; 2024Q4: 3,973 shares; 2025Q1: 5,360 shares; 2025Q2: 5,721 shares; 2025Q3: 18,136 shares; 2025Q4: 19,468 shares 19,468 $6.13M 0.3% +1,332 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: 48,286 shares; 2024Q4: 33,068 shares; 2025Q1: 31,975 shares; 2025Q2: 45,674 shares; 2025Q3: 71,575 shares; 2025Q4: 88,074 shares 88,074 $6.11M 0.3% +16,499 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,550 shares; 2024Q4: 28,498 shares; 2025Q1: 28,498 shares; 2025Q2: 26,093 shares; 2025Q3: 27,484 shares; 2025Q4: 27,970 shares 27,970 $6.08M 0.29% +486 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,079 shares; 2024Q4: 10,942 shares; 2025Q1: 14,394 shares; 2025Q2: 27,545 shares; 2025Q3: 41,341 shares; 2025Q4: 50,946 shares 50,946 $6.08M 0.29% +9,605 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: 136,288 shares; 2024Q4: 115,745 shares; 2025Q1: 11,479 shares; 2025Q2: 30,264 shares; 2025Q3: 118,460 shares; 2025Q4: 128,999 shares 128,999 $5.94M 0.29% +10,539 Timeline IOO 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: 47,343 shares; 2024Q4: 89,040 shares; 2025Q1: 47,179 shares; 2025Q2: 44,950 shares; 2025Q3: 45,797 shares; 2025Q4: 46,453 shares 46,453 $5.88M 0.28% +656 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: 30,693 shares; 2024Q4: 39,689 shares; 2025Q1: 28,310 shares; 2025Q2: 29,469 shares; 2025Q3: 34,196 shares; 2025Q4: 42,277 shares 42,277 $5.88M 0.28% +8,081 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,059 shares; 2024Q4: 25,718 shares; 2025Q1: 29,158 shares; 2025Q2: 30,144 shares; 2025Q3: 56,092 shares; 2025Q4: 63,831 shares 63,831 $5.83M 0.28% +7,739 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: 11,192 shares; 2024Q4: 9,518 shares; 2025Q1: 6,391 shares; 2025Q2: 7,399 shares; 2025Q3: 24,629 shares; 2025Q4: 48,463 shares 48,463 $5.79M 0.28% +23,834 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: 19,506 shares; 2024Q4: 18,919 shares; 2025Q1: 19,018 shares; 2025Q2: 17,043 shares; 2025Q3: 18,849 shares; 2025Q4: 29,520 shares 29,520 $5.75M 0.28% +10,671 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: 86,105 shares; 2024Q4: 51,280 shares; 2025Q1: 46,911 shares; 2025Q2: 48,046 shares; 2025Q3: 54,564 shares; 2025Q4: 78,393 shares 78,393 $5.48M 0.26% +23,829 Timeline JPIE 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: 52,170 shares; 2024Q4: 46,921 shares; 2025Q1: 10,745 shares; 2025Q2: 29,478 shares; 2025Q3: 106,346 shares; 2025Q4: 116,809 shares 116,809 $5.41M 0.26% +10,463 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,896 shares; 2024Q4: 51,823 shares; 2025Q1: 52,216 shares; 2025Q2: 57,506 shares; 2025Q3: 64,890 shares; 2025Q4: 76,600 shares 76,600 $5.32M 0.26% +11,710 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: 54,045 shares; 2024Q4: 8,874 shares; 2025Q1: 10,857 shares; 2025Q2: 11,272 shares; 2025Q3: 53,273 shares; 2025Q4: 115,997 shares 115,997 $5.19M 0.25% +62,724 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: 15,311 shares; 2024Q4: 17,612 shares; 2025Q1: 21,084 shares; 2025Q2: 21,258 shares; 2025Q3: 24,378 shares; 2025Q4: 41,924 shares 41,924 $5.17M 0.25% +17,546 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,835 shares; 2024Q4: 15,165 shares; 2025Q1: 18,644 shares; 2025Q2: 22,500 shares; 2025Q3: 35,187 shares; 2025Q4: 37,118 shares 37,118 $5.08M 0.25% +1,931 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: 11,723 shares; 2024Q4: 19,268 shares; 2025Q1: 31,138 shares; 2025Q2: 33,738 shares; 2025Q3: 68,111 shares; 2025Q4: 70,467 shares 70,467 $5.03M 0.24% +2,356 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: 9,907 shares; 2024Q4: 10,545 shares; 2025Q1: 13,443 shares; 2025Q2: 16,150 shares; 2025Q3: 12,461 shares; 2025Q4: 16,298 shares 16,298 $4.95M 0.24% +3,837 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: 20,074 shares; 2024Q4: 21,948 shares; 2025Q1: 19,552 shares; 2025Q2: 20,383 shares; 2025Q3: 21,085 shares; 2025Q4: 22,464 shares 22,464 $4.88M 0.24% +1,379 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,335 shares; 2025Q3: 83,567 shares; 2025Q4: 166,415 shares 166,415 $4.61M 0.22% +82,848 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: 40,813 shares; 2024Q4: 21,996 shares; 2025Q1: 21,223 shares; 2025Q2: 24,454 shares; 2025Q3: 28,746 shares; 2025Q4: 32,065 shares 32,065 $4.6M 0.22% +3,319 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: 37,532 shares; 2024Q4: 64,017 shares; 2025Q1: 50,074 shares; 2025Q2: 58,154 shares; 2025Q3: 72,590 shares; 2025Q4: 68,904 shares 68,904 $4.55M 0.22% -3,686 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: 59,946 shares; 2024Q4: 42,735 shares; 2025Q1: 39,908 shares; 2025Q2: 34,975 shares; 2025Q3: 48,723 shares; 2025Q4: 58,783 shares 58,783 $4.53M 0.22% +10,060 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: 39,137 shares; 2024Q4: 24,739 shares; 2025Q1: 20,408 shares; 2025Q2: 22,063 shares; 2025Q3: 28,671 shares; 2025Q4: 29,571 shares 29,571 $4.51M 0.22% +900 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,622 shares; 2024Q4: 60,232 shares; 2025Q1: 53,614 shares; 2025Q2: 53,763 shares; 2025Q3: 51,498 shares; 2025Q4: 50,932 shares 50,932 $4.49M 0.22% -566 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,636 shares; 2024Q4: 13,880 shares; 2025Q1: 11,190 shares; 2025Q2: 11,832 shares; 2025Q3: 11,713 shares; 2025Q4: 12,247 shares 12,247 $4.41M 0.21% +534 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,471 shares; 2024Q4: 59,701 shares; 2025Q1: 60,416 shares; 2025Q2: 67,092 shares; 2025Q3: 86,378 shares; 2025Q4: 93,854 shares 93,854 $4.39M 0.21% +7,476 Timeline SCHM 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: 24,458 shares; 2024Q4: 78,140 shares; 2025Q1: 79,477 shares; 2025Q2: 86,193 shares; 2025Q3: 89,737 shares; 2025Q4: 145,529 shares 145,529 $4.38M 0.21% +55,792 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: 10,038 shares; 2024Q4: 14,398 shares; 2025Q1: 13,404 shares; 2025Q2: 14,079 shares; 2025Q3: 13,556 shares; 2025Q4: 30,234 shares 30,234 $4.35M 0.21% +16,678 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: 10,866 shares; 2024Q4: 8,685 shares; 2025Q1: 6,247 shares; 2025Q2: 6,449 shares; 2025Q3: 9,698 shares; 2025Q4: 14,198 shares 14,198 $4.34M 0.21% +4,500 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: 10,212 shares; 2024Q4: 5,823 shares; 2025Q1: 5,624 shares; 2025Q2: 5,552 shares; 2025Q3: 6,543 shares; 2025Q4: 7,425 shares 7,425 $4.24M 0.2% +882 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: 15,711 shares; 2024Q4: 15,763 shares; 2025Q1: 8,858 shares; 2025Q2: 12,092 shares; 2025Q3: 15,290 shares; 2025Q4: 39,240 shares 39,240 $4.2M 0.2% +23,950 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: 4,603 shares; 2024Q4: 6,139 shares; 2025Q1: 6,465 shares; 2025Q2: 6,735 shares; 2025Q3: 7,129 shares; 2025Q4: 55,420 shares 55,420 $4.18M 0.2% +48,291 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: 16,289 shares; 2024Q4: 14,299 shares; 2025Q1: 13,546 shares; 2025Q2: 13,342 shares; 2025Q3: 12,738 shares; 2025Q4: 16,837 shares 16,837 $4.16M 0.2% +4,099 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,438 shares; 2024Q4: 12,358 shares; 2025Q1: 11,353 shares; 2025Q2: 11,098 shares; 2025Q3: 11,106 shares; 2025Q4: 12,246 shares 12,246 $4.12M 0.2% +1,140 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: 31,763 shares; 2024Q4: 26,941 shares; 2025Q1: 25,103 shares; 2025Q2: 24,770 shares; 2025Q3: 22,911 shares; 2025Q4: 23,634 shares 23,634 $4.1M 0.2% +723 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: 11,903 shares; 2024Q4: 27,351 shares; 2025Q1: 16,843 shares; 2025Q2: 19,180 shares; 2025Q3: 18,815 shares; 2025Q4: 38,349 shares 38,349 $4.09M 0.2% +19,534 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,994 shares; 2024Q4: 47,818 shares; 2025Q1: 47,805 shares; 2025Q2: 48,213 shares; 2025Q3: 50,894 shares; 2025Q4: 50,926 shares 50,926 $4.07M 0.2% +32 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: 26,648 shares; 2024Q4: 27,467 shares; 2025Q1: 22,800 shares; 2025Q2: 23,736 shares; 2025Q3: 24,366 shares; 2025Q4: 23,657 shares 23,657 $4.05M 0.2% -709 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,939 shares; 2024Q4: 11,992 shares; 2025Q1: 11,339 shares; 2025Q2: 10,666 shares; 2025Q3: 10,118 shares; 2025Q4: 10,385 shares 10,385 $4.04M 0.2% +267 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: 33,684 shares; 2024Q4: 23,721 shares; 2025Q1: 22,847 shares; 2025Q2: 27,356 shares; 2025Q3: 48,002 shares; 2025Q4: 54,925 shares 54,925 $4.04M 0.2% +6,923 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,406 shares; 2024Q4: 52,923 shares; 2025Q1: 45,565 shares; 2025Q2: 62,823 shares; 2025Q3: 108,615 shares; 2025Q4: 111,993 shares 111,993 $4.01M 0.19% +3,378 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: 31,599 shares; 2024Q4: 20,338 shares; 2025Q1: 20,434 shares; 2025Q2: 20,210 shares; 2025Q3: 23,197 shares; 2025Q4: 34,134 shares 34,134 $4M 0.19% +10,937 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,666 shares; 2024Q4: 28,894 shares; 2025Q1: 28,334 shares; 2025Q2: 30,204 shares; 2025Q3: 39,806 shares; 2025Q4: 35,008 shares 35,008 $3.99M 0.19% -4,798 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,616 shares; 2025Q3: 24,880 shares; 2025Q4: 25,800 shares 25,800 $3.95M 0.19% +920 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122,638 shares; 2025Q1: 122,357 shares; 2025Q2: 128,255 shares; 2025Q3: 133,821 shares; 2025Q4: 133,246 shares 133,246 $3.95M 0.19% -575 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: 6,786 shares; 2024Q4: 10,915 shares; 2025Q1: 8,734 shares; 2025Q2: 11,147 shares; 2025Q3: 13,833 shares; 2025Q4: 15,536 shares 15,536 $3.93M 0.19% +1,703 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: 9,733 shares; 2024Q4: 10,023 shares; 2025Q1: 8,129 shares; 2025Q2: 8,275 shares; 2025Q3: 7,850 shares; 2025Q4: 8,097 shares 8,097 $3.92M 0.19% +247 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: 80,404 shares; 2024Q4: 64,634 shares; 2025Q1: 58,312 shares; 2025Q2: 53,354 shares; 2025Q3: 62,160 shares; 2025Q4: 92,670 shares 92,670 $3.77M 0.18% +30,510 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: not reported; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $3.77M 0.18% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,665 shares; 2024Q4: 4,072 shares; 2025Q1: 2,877 shares; 2025Q2: 2,930 shares; 2025Q3: 24,480 shares; 2025Q4: 25,035 shares 25,035 $3.71M 0.18% +555 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,136 shares; 2024Q4: 24,287 shares; 2025Q1: 12,310 shares; 2025Q2: 12,817 shares; 2025Q3: 12,853 shares; 2025Q4: 25,868 shares 25,868 $3.65M 0.18% +13,015 Timeline LEGR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,414 shares; 2025Q4: 60,934 shares 60,934 $3.63M 0.18% +1,520 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: 18,578 shares; 2024Q4: 26,578 shares; 2025Q1: 20,101 shares; 2025Q2: 17,866 shares; 2025Q3: 21,366 shares; 2025Q4: 30,140 shares 30,140 $3.62M 0.18% +8,774 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,037 shares; 2024Q4: 19,196 shares; 2025Q1: 17,956 shares; 2025Q2: 13,130 shares; 2025Q3: 7,566 shares; 2025Q4: 103,881 shares 103,881 $3.6M 0.17% +96,315 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: 4,495 shares; 2024Q4: 80,338 shares; 2025Q1: 77,387 shares; 2025Q2: 67,999 shares; 2025Q3: 74,354 shares; 2025Q4: 72,335 shares 72,335 $3.59M 0.17% -2,019 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: 31,975 shares; 2024Q4: 7,947 shares; 2025Q1: 7,151 shares; 2025Q2: 7,664 shares; 2025Q3: 9,401 shares; 2025Q4: 11,393 shares 11,393 $3.51M 0.17% +1,992 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,782 shares; 2024Q4: 35,259 shares; 2025Q1: 30,731 shares; 2025Q2: 30,491 shares; 2025Q3: 27,656 shares; 2025Q4: 27,415 shares 27,415 $3.5M 0.17% -241 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 4,265 shares; 2025Q1: 5,753 shares; 2025Q2: 5,243 shares; 2025Q3: 25,941 shares; 2025Q4: 26,819 shares 26,819 $3.49M 0.17% +878 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,896 shares; 2024Q4: 7,421 shares; 2025Q1: 11,192 shares; 2025Q2: 9,740 shares; 2025Q3: 21,046 shares; 2025Q4: 16,273 shares 16,273 $3.44M 0.17% -4,773 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,551 shares 78,551 $3.43M 0.17% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,221 shares; 2024Q4: 3,788 shares; 2025Q1: 4,009 shares; 2025Q2: 5,536 shares; 2025Q3: 5,323 shares; 2025Q4: 11,909 shares 11,909 $3.42M 0.17% +6,586 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: 8,934 shares; 2024Q4: 2,482 shares; 2025Q1: 3,359 shares; 2025Q2: 3,733 shares; 2025Q3: 4,109 shares; 2025Q4: 5,175 shares 5,175 $3.38M 0.16% +1,066 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: 60,906 shares; 2024Q4: 30,388 shares; 2025Q1: 27,186 shares; 2025Q2: 23,635 shares; 2025Q3: 28,897 shares; 2025Q4: 31,963 shares 31,963 $3.36M 0.16% +3,066 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 906 shares; 2025Q1: 935 shares; 2025Q2: 930 shares; 2025Q3: 1,966 shares; 2025Q4: 8,753 shares 8,753 $3.36M 0.16% +6,787 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: 19,872 shares; 2024Q4: 10,132 shares; 2025Q1: 8,150 shares; 2025Q2: 6,921 shares; 2025Q3: 8,862 shares; 2025Q4: 10,115 shares 10,115 $3.34M 0.16% +1,253 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: 14,045 shares; 2024Q4: 7,815 shares; 2025Q1: 7,923 shares; 2025Q2: 10,289 shares; 2025Q3: 10,182 shares; 2025Q4: 12,435 shares 12,435 $3.29M 0.16% +2,253 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: 5,539 shares; 2024Q4: 10,784 shares; 2025Q1: 8,675 shares; 2025Q2: 9,764 shares; 2025Q3: 11,196 shares; 2025Q4: 27,010 shares 27,010 $3.29M 0.16% +15,814 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: 8,651 shares; 2024Q4: 2,242 shares; 2025Q1: 2,110 shares; 2025Q2: 2,131 shares; 2025Q3: 2,260 shares; 2025Q4: 12,028 shares 12,028 $3.26M 0.16% +9,768 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,106 shares; 2024Q4: 5,015 shares; 2025Q1: 5,245 shares; 2025Q2: 6,120 shares; 2025Q3: 10,908 shares; 2025Q4: 10,600 shares 10,600 $3.2M 0.15% -308 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,214 shares; 2024Q4: 22,181 shares; 2025Q1: 14,729 shares; 2025Q2: 14,593 shares; 2025Q3: 15,635 shares; 2025Q4: 16,388 shares 16,388 $3.2M 0.15% +753 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,441 shares; 2025Q1: 30,935 shares; 2025Q2: 32,965 shares; 2025Q3: 33,712 shares; 2025Q4: 33,303 shares 33,303 $3.14M 0.15% -409 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 31,601 shares; 2025Q1: 32,214 shares; 2025Q2: 33,915 shares; 2025Q3: 34,114 shares; 2025Q4: 33,538 shares 33,538 $3.1M 0.15% -576 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,887 shares; 2024Q4: 1,427 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 4,661 shares; 2025Q4: 11,190 shares 11,190 $3.06M 0.15% +6,529 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: 9,453 shares; 2024Q4: 13,053 shares; 2025Q1: 10,500 shares; 2025Q2: 9,466 shares; 2025Q3: 10,298 shares; 2025Q4: 12,267 shares 12,267 $3.02M 0.15% +1,969 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,340 shares; 2024Q4: 94,463 shares; 2025Q1: 95,500 shares; 2025Q2: 91,508 shares; 2025Q3: 91,508 shares; 2025Q4: 91,965 shares 91,965 $3.01M 0.15% +457 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,582 shares; 2024Q4: 25,865 shares; 2025Q1: 24,242 shares; 2025Q2: 23,778 shares; 2025Q3: 22,047 shares; 2025Q4: 21,451 shares 21,451 $2.98M 0.14% -596 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: 14,037 shares; 2024Q4: 28,792 shares; 2025Q1: 22,126 shares; 2025Q2: 20,299 shares; 2025Q3: 20,969 shares; 2025Q4: 26,780 shares 26,780 $2.79M 0.13% +5,811 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,145 shares; 2024Q4: 12,469 shares; 2025Q1: 10,967 shares; 2025Q2: 10,652 shares; 2025Q3: 10,345 shares; 2025Q4: 10,402 shares 10,402 $2.72M 0.13% +57 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: 60,747 shares; 2025Q1: 61,328 shares; 2025Q2: 62,843 shares; 2025Q3: 65,723 shares; 2025Q4: 70,031 shares 70,031 $2.71M 0.13% +4,308 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: 21,568 shares; 2024Q4: 19,925 shares; 2025Q1: 4,470 shares; 2025Q2: 6,300 shares; 2025Q3: 24,497 shares; 2025Q4: 26,789 shares 26,789 $2.69M 0.13% +2,292 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: 27,766 shares; 2024Q4: 31,221 shares; 2025Q1: 32,183 shares; 2025Q2: 35,891 shares; 2025Q3: 38,381 shares; 2025Q4: 56,764 shares 56,764 $2.67M 0.13% +18,383 Timeline IGIB 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: 8,903 shares; 2024Q4: 29,889 shares; 2025Q1: 39,204 shares; 2025Q2: 48,589 shares; 2025Q3: 46,618 shares; 2025Q4: 49,438 shares 49,438 $2.66M 0.13% +2,820 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,729 shares; 2024Q4: 1,628 shares; 2025Q1: 1,227 shares; 2025Q2: not reported; 2025Q3: 2,631 shares; 2025Q4: 8,295 shares 8,295 $2.59M 0.13% +5,664 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: 16,299 shares; 2024Q4: 5,854 shares; 2025Q1: 6,282 shares; 2025Q2: 6,443 shares; 2025Q3: 9,366 shares; 2025Q4: 9,872 shares 9,872 $2.54M 0.12% +506 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,686 shares; 2025Q1: 28,201 shares; 2025Q2: 27,592 shares; 2025Q3: 30,115 shares; 2025Q4: 31,699 shares 31,699 $2.5M 0.12% +1,584 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,844 shares; 2024Q4: 24,140 shares; 2025Q1: 26,689 shares; 2025Q2: 26,927 shares; 2025Q3: 31,821 shares; 2025Q4: 32,780 shares 32,780 $2.49M 0.12% +959 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: 5,320 shares; 2024Q4: 17,444 shares; 2025Q1: 18,090 shares; 2025Q2: 17,963 shares; 2025Q3: 21,525 shares; 2025Q4: 24,985 shares 24,985 $2.48M 0.12% +3,460 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: 10,733 shares; 2024Q4: 8,705 shares; 2025Q1: 7,420 shares; 2025Q2: 7,245 shares; 2025Q3: 6,681 shares; 2025Q4: 7,063 shares 7,063 $2.48M 0.12% +382 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: 3,978 shares; 2024Q4: 3,624 shares; 2025Q1: 6,998 shares; 2025Q2: 9,961 shares; 2025Q3: 12,628 shares; 2025Q4: 12,881 shares 12,881 $2.47M 0.12% +253 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: 34,222 shares; 2024Q4: 32,549 shares; 2025Q1: 60,859 shares; 2025Q2: 33,832 shares; 2025Q3: 33,696 shares; 2025Q4: 38,195 shares 38,195 $2.46M 0.12% +4,499 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,339 shares; 2024Q4: 22,095 shares; 2025Q1: 9,868 shares; 2025Q2: 10,460 shares; 2025Q3: 22,731 shares; 2025Q4: 37,840 shares 37,840 $2.46M 0.12% +15,109 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: 51,254 shares; 2024Q4: 18,414 shares; 2025Q1: 13,348 shares; 2025Q2: 14,368 shares; 2025Q3: 16,725 shares; 2025Q4: 26,236 shares 26,236 $2.45M 0.12% +9,511 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,785 shares; 2024Q4: 13,745 shares; 2025Q1: 13,181 shares; 2025Q2: 12,537 shares; 2025Q3: 13,737 shares; 2025Q4: 12,529 shares 12,529 $2.44M 0.12% -1,208 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: 11,133 shares; 2024Q4: 6,056 shares; 2025Q1: 5,093 shares; 2025Q2: 5,066 shares; 2025Q3: 9,799 shares; 2025Q4: 10,090 shares 10,090 $2.43M 0.12% +291 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: 20,516 shares; 2024Q4: 13,410 shares; 2025Q1: 12,638 shares; 2025Q2: 11,155 shares; 2025Q3: 12,922 shares; 2025Q4: 16,784 shares 16,784 $2.41M 0.12% +3,862 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: 13,864 shares; 2024Q4: 7,881 shares; 2025Q1: 7,674 shares; 2025Q2: 10,000 shares; 2025Q3: 9,390 shares; 2025Q4: 10,862 shares 10,862 $2.39M 0.12% +1,472 Timeline PFM 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: 45,124 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,366 shares; 2025Q4: 46,234 shares 46,234 $2.38M 0.12% +868 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: 950 shares; 2025Q1: 825 shares; 2025Q2: 709 shares; 2025Q3: 1,026 shares; 2025Q4: 2,218 shares 2,218 $2.37M 0.11% +1,192 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,989 shares; 2024Q4: 5,752 shares; 2025Q1: 5,622 shares; 2025Q2: 2,442 shares; 2025Q3: 18,957 shares; 2025Q4: 20,797 shares 20,797 $2.37M 0.11% +1,840 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,037 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,845 shares; 2025Q4: 45,719 shares 45,719 $2.36M 0.11% -1,126 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 3,967 shares; 2025Q1: 5,468 shares; 2025Q2: 5,733 shares; 2025Q3: 9,956 shares; 2025Q4: 13,193 shares 13,193 $2.34M 0.11% +3,237 Timeline XMHQ 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: 9,049 shares; 2024Q4: 27,293 shares; 2025Q1: 31,516 shares; 2025Q2: 27,805 shares; 2025Q3: 24,012 shares; 2025Q4: 22,840 shares 22,840 $2.34M 0.11% -1,172 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: 8,045 shares; 2024Q4: 9,142 shares; 2025Q1: 9,671 shares; 2025Q2: 9,896 shares; 2025Q3: 11,912 shares; 2025Q4: 11,759 shares 11,759 $2.34M 0.11% -153 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,648 shares; 2025Q1: 25,560 shares; 2025Q2: 26,289 shares; 2025Q3: 26,474 shares; 2025Q4: 25,599 shares 25,599 $2.33M 0.11% -875 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,266 shares; 2024Q4: 21,937 shares; 2025Q1: 22,948 shares; 2025Q2: 16,082 shares; 2025Q3: 16,545 shares; 2025Q4: 18,429 shares 18,429 $2.32M 0.11% +1,884 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: 36,671 shares; 2024Q4: 11,922 shares; 2025Q1: 37,235 shares; 2025Q2: 24,330 shares; 2025Q3: 24,167 shares; 2025Q4: 26,427 shares 26,427 $2.3M 0.11% +2,260 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,083 shares; 2025Q1: 32,519 shares; 2025Q2: 31,533 shares; 2025Q3: 30,835 shares; 2025Q4: 27,057 shares 27,057 $2.29M 0.11% -3,778 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: 3,265 shares; 2025Q1: 3,016 shares; 2025Q2: 2,995 shares; 2025Q3: 4,882 shares; 2025Q4: 4,899 shares 4,899 $2.29M 0.11% +17 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,005 shares; 2024Q4: 70,138 shares; 2025Q1: 72,346 shares; 2025Q2: 68,325 shares; 2025Q3: 69,246 shares; 2025Q4: 69,475 shares 69,475 $2.29M 0.11% +229 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: 15,846 shares; 2024Q4: 20,056 shares; 2025Q1: 33,847 shares; 2025Q2: 38,622 shares; 2025Q3: 48,345 shares; 2025Q4: 48,437 shares 48,437 $2.28M 0.11% +92 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: 4,659 shares; 2024Q4: 5,254 shares; 2025Q1: 4,150 shares; 2025Q2: 4,157 shares; 2025Q3: 3,366 shares; 2025Q4: 15,285 shares 15,285 $2.27M 0.11% +11,919 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,596 shares; 2025Q2: 44,576 shares; 2025Q3: 91,661 shares; 2025Q4: 92,979 shares 92,979 $2.23M 0.11% +1,318 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,880 shares; 2024Q4: 7,578 shares; 2025Q1: 7,158 shares; 2025Q2: 8,110 shares; 2025Q3: 7,300 shares; 2025Q4: 7,438 shares 7,438 $2.18M 0.11% +138 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: 47,308 shares; 2024Q4: 48,942 shares; 2025Q1: 39,324 shares; 2025Q2: 41,579 shares; 2025Q3: 39,220 shares; 2025Q4: 40,432 shares 40,432 $2.18M 0.11% +1,212 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: 3,516 shares; 2024Q4: 3,213 shares; 2025Q1: 3,018 shares; 2025Q2: 3,606 shares; 2025Q3: 3,804 shares; 2025Q4: 4,641 shares 4,641 $2.18M 0.11% +837 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,075 shares; 2024Q4: 16,690 shares; 2025Q1: 17,005 shares; 2025Q2: 16,845 shares; 2025Q3: 17,604 shares; 2025Q4: 17,312 shares 17,312 $2.16M 0.1% -292 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: 15,947 shares; 2024Q4: 31,595 shares; 2025Q1: 37,015 shares; 2025Q2: 40,889 shares; 2025Q3: 66,183 shares; 2025Q4: 120,388 shares 120,388 $2.13M 0.1% +54,205 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: 7,640 shares; 2024Q4: 4,660 shares; 2025Q1: 3,736 shares; 2025Q2: 2,639 shares; 2025Q3: 4,473 shares; 2025Q4: 13,067 shares 13,067 $2.13M 0.1% +8,594 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 152,206 shares; 2025Q1: 98,555 shares; 2025Q2: 111,727 shares; 2025Q3: 143,566 shares; 2025Q4: 149,751 shares 149,751 $2.12M 0.1% +6,185 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,927 shares; 2024Q4: 41,257 shares; 2025Q1: 41,754 shares; 2025Q2: 33,821 shares; 2025Q3: 33,895 shares; 2025Q4: 27,423 shares 27,423 $2.11M 0.1% -6,472 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,205 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,948 shares; 2025Q4: 17,482 shares 17,482 $2.09M 0.1% +12,534 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,130 shares; 2025Q3: 66,952 shares; 2025Q4: 84,272 shares 84,272 $2.09M 0.1% +17,320 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: 4,696 shares; 2024Q4: 2,740 shares; 2025Q1: 1,617 shares; 2025Q2: 1,508 shares; 2025Q3: 1,656 shares; 2025Q4: 4,074 shares 4,074 $2.08M 0.1% +2,418 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: 22,054 shares; 2024Q4: 18,525 shares; 2025Q1: 18,944 shares; 2025Q2: 20,595 shares; 2025Q3: 24,683 shares; 2025Q4: 25,318 shares 25,318 $2.07M 0.1% +635 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,853 shares; 2024Q4: 43,755 shares; 2025Q1: 61,837 shares; 2025Q2: 68,777 shares; 2025Q3: 101,447 shares; 2025Q4: 92,157 shares 92,157 $2.07M 0.1% -9,290 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: 19,651 shares; 2024Q4: 18,899 shares; 2025Q1: 21,112 shares; 2025Q2: 24,231 shares; 2025Q3: 42,767 shares; 2025Q4: 45,521 shares 45,521 $2.06M 0.1% +2,754 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: 69,316 shares; 2024Q4: 56,241 shares; 2025Q1: 62,323 shares; 2025Q2: 46,678 shares; 2025Q3: 46,785 shares; 2025Q4: 55,513 shares 55,513 $2.05M 0.1% +8,728 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: 5,830 shares; 2024Q4: 7,488 shares; 2025Q1: 6,938 shares; 2025Q2: 6,572 shares; 2025Q3: 7,571 shares; 2025Q4: 12,712 shares 12,712 $2.05M 0.1% +5,141 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,383 shares; 2024Q4: 20,916 shares; 2025Q1: 18,761 shares; 2025Q2: 16,326 shares; 2025Q3: 16,897 shares; 2025Q4: 23,784 shares 23,784 $2.04M 0.1% +6,887 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: 14,258 shares; 2024Q4: 8,750 shares; 2025Q1: 6,941 shares; 2025Q2: 6,813 shares; 2025Q3: 7,022 shares; 2025Q4: 11,420 shares 11,420 $2.03M 0.1% +4,398 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 2,244 shares; 2025Q1: 2,221 shares; 2025Q2: 2,121 shares; 2025Q3: 2,173 shares; 2025Q4: 3,575 shares 3,575 $2.02M 0.1% +1,402 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,618 shares; 2024Q4: 32,980 shares; 2025Q1: 33,290 shares; 2025Q2: 35,600 shares; 2025Q3: 35,060 shares; 2025Q4: 39,720 shares 39,720 $2.02M 0.1% +4,660 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: 21,547 shares; 2024Q4: 19,698 shares; 2025Q1: 17,548 shares; 2025Q2: 15,578 shares; 2025Q3: 17,717 shares; 2025Q4: 22,220 shares 22,220 $1.99M 0.1% +4,503 Timeline VGIT 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: 59,818 shares; 2024Q4: 58,801 shares; 2025Q1: 4,322 shares; 2025Q2: 9,521 shares; 2025Q3: 30,415 shares; 2025Q4: 33,160 shares 33,160 $1.99M 0.1% +2,745 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: 18,944 shares; 2024Q4: 6,674 shares; 2025Q1: 12,987 shares; 2025Q2: 9,111 shares; 2025Q3: 10,764 shares; 2025Q4: 12,292 shares 12,292 $1.97M 0.1% +1,528 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: 31,077 shares; 2025Q1: 23,148 shares; 2025Q2: 22,200 shares; 2025Q3: 24,331 shares; 2025Q4: 24,028 shares 24,028 $1.95M 0.09% -303 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,966 shares; 2024Q4: 5,402 shares; 2025Q1: 4,497 shares; 2025Q2: 4,368 shares; 2025Q3: 16,494 shares; 2025Q4: 15,921 shares 15,921 $1.94M 0.09% -573 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: 14,857 shares; 2024Q4: 12,019 shares; 2025Q1: 10,216 shares; 2025Q2: 9,207 shares; 2025Q3: 9,191 shares; 2025Q4: 12,541 shares 12,541 $1.93M 0.09% +3,350 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: 9,928 shares; 2024Q4: 5,723 shares; 2025Q1: 7,408 shares; 2025Q2: 9,100 shares; 2025Q3: 11,377 shares; 2025Q4: 12,556 shares 12,556 $1.93M 0.09% +1,179 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,475 shares; 2024Q4: 14,525 shares; 2025Q1: 14,625 shares; 2025Q2: 14,625 shares; 2025Q3: 14,759 shares; 2025Q4: 14,934 shares 14,934 $1.93M 0.09% +175 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: 20,733 shares; 2024Q4: 15,057 shares; 2025Q1: 12,982 shares; 2025Q2: 11,610 shares; 2025Q3: 12,631 shares; 2025Q4: 16,848 shares 16,848 $1.92M 0.09% +4,217 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 1,572 shares; 2025Q1: 1,757 shares; 2025Q2: 1,779 shares; 2025Q3: 3,154 shares; 2025Q4: 9,063 shares 9,063 $1.91M 0.09% +5,909 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,413 shares; 2024Q4: 101,035 shares; 2025Q1: 75,253 shares; 2025Q2: 75,530 shares; 2025Q3: 70,637 shares; 2025Q4: 72,016 shares 72,016 $1.89M 0.09% +1,379 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,371 shares; 2025Q3: 11,308 shares; 2025Q4: 37,425 shares 37,425 $1.88M 0.09% +26,117 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: not reported; 2024Q4: 11,371 shares; 2025Q1: 21,477 shares; 2025Q2: 26,912 shares; 2025Q3: 23,408 shares; 2025Q4: 42,395 shares 42,395 $1.88M 0.09% +18,987 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,503 shares; 2025Q1: 20,985 shares; 2025Q2: 20,677 shares; 2025Q3: 37,525 shares; 2025Q4: 42,119 shares 42,119 $1.87M 0.09% +4,594 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,361 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,428 shares; 2025Q3: 1,448 shares; 2025Q4: 7,715 shares 7,715 $1.87M 0.09% +6,267 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: 6,695 shares; 2024Q4: 5,849 shares; 2025Q1: 6,096 shares; 2025Q2: 3,159 shares; 2025Q3: 5,495 shares; 2025Q4: 6,491 shares 6,491 $1.87M 0.09% +996 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: 15,042 shares; 2024Q4: 6,090 shares; 2025Q1: 5,962 shares; 2025Q2: 5,901 shares; 2025Q3: 5,711 shares; 2025Q4: 19,345 shares 19,345 $1.86M 0.09% +13,634 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: 3,659 shares; 2024Q4: 5,143 shares; 2025Q1: 4,757 shares; 2025Q2: 4,657 shares; 2025Q3: 4,595 shares; 2025Q4: 11,048 shares 11,048 $1.86M 0.09% +6,453 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,533 shares; 2025Q1: 28,458 shares; 2025Q2: 23,872 shares; 2025Q3: 26,848 shares; 2025Q4: 25,594 shares 25,594 $1.84M 0.09% -1,254 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: 140,852 shares; 2024Q4: 44,198 shares; 2025Q1: 56,898 shares; 2025Q2: 43,410 shares; 2025Q3: 48,904 shares; 2025Q4: 74,038 shares 74,038 $1.84M 0.09% +25,134 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,844 shares; 2024Q4: 2,794 shares; 2025Q1: 2,735 shares; 2025Q2: 2,725 shares; 2025Q3: 2,595 shares; 2025Q4: 3,190 shares 3,190 $1.82M 0.09% +595 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,965 shares; 2024Q4: 23,152 shares; 2025Q1: 24,028 shares; 2025Q2: 21,753 shares; 2025Q3: 25,833 shares; 2025Q4: 25,755 shares 25,755 $1.79M 0.09% -78 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,146 shares; 2024Q4: 16,996 shares; 2025Q1: 11,653 shares; 2025Q2: 15,739 shares; 2025Q3: 31,565 shares; 2025Q4: 39,709 shares 39,709 $1.79M 0.09% +8,144 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: 17,278 shares; 2024Q4: 32,634 shares; 2025Q1: 19,375 shares; 2025Q2: 18,029 shares; 2025Q3: 18,727 shares; 2025Q4: 17,257 shares 17,257 $1.79M 0.09% -1,470 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,894 shares; 2024Q4: 11,240 shares; 2025Q1: 11,347 shares; 2025Q2: 10,813 shares; 2025Q3: 11,556 shares; 2025Q4: 15,199 shares 15,199 $1.77M 0.09% +3,643 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,404 shares 37,404 $1.77M 0.09% new 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: not reported; 2024Q4: 7,473 shares; 2025Q1: 9,621 shares; 2025Q2: 13,425 shares; 2025Q3: 16,068 shares; 2025Q4: 33,445 shares 33,445 $1.76M 0.09% +17,377 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: 109,968 shares; 2024Q4: 63,770 shares; 2025Q1: 53,563 shares; 2025Q2: 55,136 shares; 2025Q3: 59,840 shares; 2025Q4: 70,861 shares 70,861 $1.76M 0.09% +11,021 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: 12,075 shares; 2024Q4: 2,901 shares; 2025Q1: 3,331 shares; 2025Q2: 4,124 shares; 2025Q3: 12,494 shares; 2025Q4: 15,283 shares 15,283 $1.76M 0.09% +2,789 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: 23,611 shares; 2024Q4: 41,723 shares; 2025Q1: 35,500 shares; 2025Q2: 39,323 shares; 2025Q3: 36,530 shares; 2025Q4: 37,899 shares 37,899 $1.75M 0.08% +1,369 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: 3,558 shares; 2024Q4: 4,465 shares; 2025Q1: 3,364 shares; 2025Q2: 3,363 shares; 2025Q3: 3,442 shares; 2025Q4: 3,914 shares 3,914 $1.74M 0.08% +472 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: 4,564 shares; 2024Q4: 8,578 shares; 2025Q1: 6,684 shares; 2025Q2: 9,462 shares; 2025Q3: 6,614 shares; 2025Q4: 6,240 shares 6,240 $1.72M 0.08% -374 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,444 shares; 2025Q1: 4,908 shares; 2025Q2: 5,034 shares; 2025Q3: 9,082 shares; 2025Q4: 17,284 shares 17,284 $1.7M 0.08% +8,202 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,151 shares; 2025Q1: 13,151 shares; 2025Q2: 13,135 shares; 2025Q3: 13,298 shares; 2025Q4: 13,800 shares 13,800 $1.7M 0.08% +502 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: 675 shares; 2024Q4: 1,076 shares; 2025Q1: 828 shares; 2025Q2: 1,077 shares; 2025Q3: 1,047 shares; 2025Q4: 1,575 shares 1,575 $1.68M 0.08% +528 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 395 shares; 2025Q1: 369 shares; 2025Q2: 411 shares; 2025Q3: 406 shares; 2025Q4: 494 shares 494 $1.68M 0.08% +88 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: 120,577 shares; 2024Q4: 224,593 shares; 2025Q1: 114,178 shares; 2025Q2: 114,675 shares; 2025Q3: 116,296 shares; 2025Q4: 112,181 shares 112,181 $1.66M 0.08% -4,115 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,628 shares; 2024Q4: 9,379 shares; 2025Q1: 8,495 shares; 2025Q2: 8,136 shares; 2025Q3: 6,647 shares; 2025Q4: 6,440 shares 6,440 $1.65M 0.08% -207 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: 8,024 shares; 2024Q4: 4,215 shares; 2025Q1: 4,035 shares; 2025Q2: 3,436 shares; 2025Q3: 3,654 shares; 2025Q4: 7,094 shares 7,094 $1.64M 0.08% +3,440 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: 20,497 shares; 2024Q4: 32,504 shares; 2025Q1: 38,695 shares; 2025Q2: 38,665 shares; 2025Q3: 40,974 shares; 2025Q4: 42,504 shares 42,504 $1.63M 0.08% +1,530 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: 7,944 shares; 2024Q4: 3,445 shares; 2025Q1: 3,200 shares; 2025Q2: 3,272 shares; 2025Q3: 3,912 shares; 2025Q4: 4,939 shares 4,939 $1.62M 0.08% +1,027 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: 16,527 shares; 2024Q4: 16,413 shares; 2025Q1: 17,457 shares; 2025Q2: 21,886 shares; 2025Q3: 24,201 shares; 2025Q4: 23,852 shares 23,852 $1.6M 0.08% -349 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,276 shares; 2024Q4: 56,498 shares; 2025Q1: 50,824 shares; 2025Q2: 50,161 shares; 2025Q3: 49,151 shares; 2025Q4: 47,964 shares 47,964 $1.59M 0.08% -1,187 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,035 shares; 2024Q4: 14,867 shares; 2025Q1: 10,642 shares; 2025Q2: 14,484 shares; 2025Q3: 24,782 shares; 2025Q4: 38,966 shares 38,966 $1.58M 0.08% +14,184 Timeline EIPI 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: 58,143 shares; 2024Q4: 84,900 shares; 2025Q1: 83,220 shares; 2025Q2: 79,520 shares; 2025Q3: 79,520 shares; 2025Q4: 79,370 shares 79,370 $1.58M 0.08% -150 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 2,665 shares; 2025Q1: 2,504 shares; 2025Q2: 2,500 shares; 2025Q3: 3,370 shares; 2025Q4: 5,644 shares 5,644 $1.58M 0.08% +2,274 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 2,109 shares; 2025Q1: 1,548 shares; 2025Q2: 1,443 shares; 2025Q3: 1,466 shares; 2025Q4: 1,893 shares 1,893 $1.55M 0.08% +427 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: 3,883 shares; 2024Q4: 6,806 shares; 2025Q1: 3,952 shares; 2025Q2: 5,162 shares; 2025Q3: 6,462 shares; 2025Q4: 7,232 shares 7,232 $1.55M 0.08% +770 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,105 shares; 2025Q1: 923 shares; 2025Q2: 880 shares; 2025Q3: 1,043 shares; 2025Q4: 2,554 shares 2,554 $1.54M 0.07% +1,511 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: 4,501 shares; 2024Q4: 3,617 shares; 2025Q1: 3,890 shares; 2025Q2: 4,012 shares; 2025Q3: 7,037 shares; 2025Q4: 7,271 shares 7,271 $1.54M 0.07% +234 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,067 shares; 2024Q4: 7,900 shares; 2025Q1: 8,110 shares; 2025Q2: 7,702 shares; 2025Q3: 11,603 shares; 2025Q4: 9,469 shares 9,469 $1.53M 0.07% -2,134 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,984 shares; 2024Q4: 258,931 shares; 2025Q1: 131,717 shares; 2025Q2: 121,559 shares; 2025Q3: 124,604 shares; 2025Q4: 123,299 shares 123,299 $1.53M 0.07% -1,305 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: 16,544 shares; 2024Q4: 14,590 shares; 2025Q1: 15,828 shares; 2025Q2: 16,185 shares; 2025Q3: 15,948 shares; 2025Q4: 30,900 shares 30,900 $1.52M 0.07% +14,952 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,018 shares; 2024Q4: 1,192 shares; 2025Q1: 1,009 shares; 2025Q2: not reported; 2025Q3: 1,536 shares; 2025Q4: 8,262 shares 8,262 $1.52M 0.07% +6,726 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,465 shares; 2024Q4: 27,771 shares; 2025Q1: 15,006 shares; 2025Q2: 15,006 shares; 2025Q3: 15,115 shares; 2025Q4: 15,699 shares 15,699 $1.52M 0.07% +584 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: 30,970 shares; 2024Q4: 86,934 shares; 2025Q1: 69,444 shares; 2025Q2: 53,563 shares; 2025Q3: 49,578 shares; 2025Q4: 44,329 shares 44,329 $1.52M 0.07% -5,249 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,577 shares; 2025Q1: 2,280 shares; 2025Q2: 2,492 shares; 2025Q3: 3,364 shares; 2025Q4: 4,364 shares 4,364 $1.5M 0.07% +1,000 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: 4,548 shares; 2024Q4: 6,813 shares; 2025Q1: 5,831 shares; 2025Q2: 5,865 shares; 2025Q3: 4,549 shares; 2025Q4: 18,128 shares 18,128 $1.49M 0.07% +13,579 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: not reported; 2024Q4: 5,784 shares; 2025Q1: 5,784 shares; 2025Q2: 5,748 shares; 2025Q3: 5,748 shares; 2025Q4: 17,946 shares 17,946 $1.48M 0.07% +12,198 Timeline FNDX 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: 17,772 shares; 2024Q4: 55,038 shares; 2025Q1: 59,883 shares; 2025Q2: 61,358 shares; 2025Q3: 59,088 shares; 2025Q4: 54,267 shares 54,267 $1.48M 0.07% -4,821 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,575 shares; 2024Q4: 56,425 shares; 2025Q1: 78,375 shares; 2025Q2: 78,375 shares; 2025Q3: 78,375 shares; 2025Q4: 79,475 shares 79,475 $1.47M 0.07% +1,100 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,900 shares; 2024Q4: 85,400 shares; 2025Q1: 45,750 shares; 2025Q2: 49,180 shares; 2025Q3: 55,500 shares; 2025Q4: 62,300 shares 62,300 $1.47M 0.07% +6,800 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: 27,156 shares; 2024Q4: 22,537 shares; 2025Q1: 19,012 shares; 2025Q2: 25,160 shares; 2025Q3: 29,921 shares; 2025Q4: 25,497 shares 25,497 $1.47M 0.07% -4,424 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,784 shares; 2024Q4: 6,960 shares; 2025Q1: 4,414 shares; 2025Q2: 3,779 shares; 2025Q3: 4,386 shares; 2025Q4: 15,668 shares 15,668 $1.47M 0.07% +11,282 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,400 shares; 2025Q1: 1,700 shares; 2025Q2: 1,800 shares; 2025Q3: 1,816 shares; 2025Q4: 3,552 shares 3,552 $1.47M 0.07% +1,736 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,851 shares; 2024Q4: 52,400 shares; 2025Q1: 54,107 shares; 2025Q2: 59,518 shares; 2025Q3: 66,247 shares; 2025Q4: 69,768 shares 69,768 $1.46M 0.07% +3,521 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,101 shares; 2024Q4: 5,443 shares; 2025Q1: 5,210 shares; 2025Q2: 5,498 shares; 2025Q3: 5,302 shares; 2025Q4: 5,283 shares 5,283 $1.45M 0.07% -19 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: 26,519 shares; 2024Q4: 49,604 shares; 2025Q1: 26,238 shares; 2025Q2: 26,268 shares; 2025Q3: 27,345 shares; 2025Q4: 29,997 shares 29,997 $1.43M 0.07% +2,652 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: 12,993 shares; 2024Q4: 14,373 shares; 2025Q1: 19,142 shares; 2025Q2: 20,103 shares; 2025Q3: 27,401 shares; 2025Q4: 23,549 shares 23,549 $1.43M 0.07% -3,852 Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,329 shares; 2024Q4: 20,554 shares; 2025Q1: 17,024 shares; 2025Q2: 20,424 shares; 2025Q3: 23,104 shares; 2025Q4: 23,389 shares 23,389 $1.42M 0.07% +285 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: 21,797 shares; 2024Q4: 10,608 shares; 2025Q1: 10,418 shares; 2025Q2: 8,221 shares; 2025Q3: 9,927 shares; 2025Q4: 11,313 shares 11,313 $1.42M 0.07% +1,386 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,668 shares; 2024Q4: 13,368 shares; 2025Q1: 12,818 shares; 2025Q2: 11,918 shares; 2025Q3: 11,568 shares; 2025Q4: 11,318 shares 11,318 $1.41M 0.07% -250 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: 6,953 shares; 2024Q4: 4,331 shares; 2025Q1: 4,064 shares; 2025Q2: 3,791 shares; 2025Q3: 3,414 shares; 2025Q4: 3,999 shares 3,999 $1.4M 0.07% +585 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,569 shares; 2024Q4: 14,791 shares; 2025Q1: 14,956 shares; 2025Q2: 14,457 shares; 2025Q3: 15,186 shares; 2025Q4: 15,140 shares 15,140 $1.4M 0.07% -46 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 6,866 shares; 2025Q1: 10,817 shares; 2025Q2: 13,379 shares; 2025Q3: 12,592 shares; 2025Q4: 14,502 shares 14,502 $1.4M 0.07% +1,910 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,556 shares; 2025Q1: 14,492 shares; 2025Q2: 18,509 shares; 2025Q3: 17,753 shares; 2025Q4: 26,154 shares 26,154 $1.38M 0.07% +8,401 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: 3,789 shares; 2024Q4: 2,629 shares; 2025Q1: 3,230 shares; 2025Q2: 2,608 shares; 2025Q3: 3,707 shares; 2025Q4: 3,896 shares 3,896 $1.38M 0.07% +189 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,859 shares; 2024Q4: 12,232 shares; 2025Q1: 10,737 shares; 2025Q2: 11,716 shares; 2025Q3: 11,913 shares; 2025Q4: 12,326 shares 12,326 $1.36M 0.07% +413 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: 2,700 shares; 2024Q4: 4,368 shares; 2025Q1: 4,091 shares; 2025Q2: 7,196 shares; 2025Q3: 7,218 shares; 2025Q4: 7,276 shares 7,276 $1.34M 0.06% +58 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,987 shares; 2024Q4: 13,458 shares; 2025Q1: 11,288 shares; 2025Q2: 13,979 shares; 2025Q3: 16,848 shares; 2025Q4: 44,832 shares 44,832 $1.34M 0.06% +27,984 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: 1,665 shares; 2024Q4: 332 shares; 2025Q1: 365 shares; 2025Q2: 5,801 shares; 2025Q3: 16,724 shares; 2025Q4: 14,623 shares 14,623 $1.33M 0.06% -2,101 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,977 shares; 2024Q4: 3,684 shares; 2025Q1: 2,657 shares; 2025Q2: 2,755 shares; 2025Q3: 2,661 shares; 2025Q4: 2,842 shares 2,842 $1.32M 0.06% +181 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: 7,704 shares; 2024Q4: 14,878 shares; 2025Q1: 12,445 shares; 2025Q2: 12,299 shares; 2025Q3: 13,800 shares; 2025Q4: 18,398 shares 18,398 $1.31M 0.06% +4,598 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,588 shares; 2025Q1: 13,659 shares; 2025Q2: 13,574 shares; 2025Q3: 17,162 shares; 2025Q4: 19,769 shares 19,769 $1.31M 0.06% +2,607 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,350 shares; 2024Q4: 24,937 shares; 2025Q1: 21,094 shares; 2025Q2: 24,069 shares; 2025Q3: 28,619 shares; 2025Q4: 28,940 shares 28,940 $1.3M 0.06% +321 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,228 shares; 2024Q4: 13,862 shares; 2025Q1: 12,103 shares; 2025Q2: 12,055 shares; 2025Q3: 13,188 shares; 2025Q4: 13,330 shares 13,330 $1.3M 0.06% +142 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: 2,727 shares; 2024Q4: 5,015 shares; 2025Q1: 5,118 shares; 2025Q2: 1,815 shares; 2025Q3: 2,873 shares; 2025Q4: 4,308 shares 4,308 $1.3M 0.06% +1,435 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,661 shares; 2024Q4: 10,191 shares; 2025Q1: 12,279 shares; 2025Q2: 12,666 shares; 2025Q3: 10,342 shares; 2025Q4: 10,504 shares 10,504 $1.3M 0.06% +162 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,677 shares; 2024Q4: 8,774 shares; 2025Q1: 8,792 shares; 2025Q2: 8,954 shares; 2025Q3: 9,878 shares; 2025Q4: 10,030 shares 10,030 $1.29M 0.06% +152 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: 3,678 shares; 2024Q4: 2,905 shares; 2025Q1: 2,547 shares; 2025Q2: 2,344 shares; 2025Q3: 3,107 shares; 2025Q4: 3,487 shares 3,487 $1.29M 0.06% +380 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,043 shares; 2024Q4: 22,361 shares; 2025Q1: 15,674 shares; 2025Q2: 15,606 shares; 2025Q3: 16,610 shares; 2025Q4: 16,228 shares 16,228 $1.29M 0.06% -382 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 851 shares; 2025Q1: 854 shares; 2025Q2: 8,452 shares; 2025Q3: 8,450 shares; 2025Q4: 8,387 shares 8,387 $1.29M 0.06% -63 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: 5,010 shares; 2024Q4: 7,640 shares; 2025Q1: 6,672 shares; 2025Q2: 7,048 shares; 2025Q3: 8,667 shares; 2025Q4: 29,766 shares 29,766 $1.27M 0.06% +21,099 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: 9,185 shares; 2024Q4: 14,506 shares; 2025Q1: 8,865 shares; 2025Q2: 8,605 shares; 2025Q3: 10,084 shares; 2025Q4: 17,275 shares 17,275 $1.27M 0.06% +7,191 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: 11,953 shares; 2024Q4: 11,959 shares; 2025Q1: 11,531 shares; 2025Q2: 12,813 shares; 2025Q3: 18,734 shares; 2025Q4: 22,398 shares 22,398 $1.27M 0.06% +3,664 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: 4,554 shares; 2024Q4: 9,556 shares; 2025Q1: 7,371 shares; 2025Q2: 7,536 shares; 2025Q3: 7,574 shares; 2025Q4: 8,054 shares 8,054 $1.25M 0.06% +480 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,178 shares; 2024Q4: 7,711 shares; 2025Q1: 6,665 shares; 2025Q2: 8,562 shares; 2025Q3: 10,297 shares; 2025Q4: 11,309 shares 11,309 $1.25M 0.06% +1,012 Timeline PDCC PEARL DIVER CREDIT COMPANY I More: the full row for PEARL DIVER CREDIT COMPANY I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,920 shares; 2024Q4: 78,685 shares; 2025Q1: 78,685 shares; 2025Q2: 78,685 shares; 2025Q3: 88,685 shares; 2025Q4: 89,484 shares 89,484 $1.25M 0.06% +799 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,256 shares; 2024Q4: 1,243 shares; 2025Q1: 1,147 shares; 2025Q2: 1,264 shares; 2025Q3: 1,543 shares; 2025Q4: 8,037 shares 8,037 $1.23M 0.06% +6,494 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: not reported; 2024Q4: 4,060 shares; 2025Q1: 3,086 shares; 2025Q2: 3,093 shares; 2025Q3: 6,565 shares; 2025Q4: 6,604 shares 6,604 $1.23M 0.06% +39 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,794 shares; 2024Q4: 27,906 shares; 2025Q1: 27,418 shares; 2025Q2: 28,573 shares; 2025Q3: 30,247 shares; 2025Q4: 17,120 shares 17,120 $1.22M 0.06% -13,127 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,071 shares; 2024Q4: 18,964 shares; 2025Q1: 12,369 shares; 2025Q2: 12,433 shares; 2025Q3: 13,224 shares; 2025Q4: 13,548 shares 13,548 $1.21M 0.06% +324 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,392 shares; 2025Q1: 12,165 shares; 2025Q2: 18,445 shares; 2025Q3: 27,243 shares; 2025Q4: 20,510 shares 20,510 $1.19M 0.06% -6,733 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,073 shares; 2025Q1: 7,129 shares; 2025Q2: 7,073 shares; 2025Q3: 7,074 shares; 2025Q4: 6,980 shares 6,980 $1.18M 0.06% -94 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,068 shares; 2025Q1: 11,064 shares; 2025Q2: 6,433 shares; 2025Q3: 8,927 shares; 2025Q4: 8,969 shares 8,969 $1.18M 0.06% +42 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,803 shares; 2024Q4: 22,894 shares; 2025Q1: 22,866 shares; 2025Q2: 22,866 shares; 2025Q3: 22,371 shares; 2025Q4: 22,541 shares 22,541 $1.17M 0.06% +170 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: 12,270 shares; 2024Q4: 3,617 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,880 shares; 2025Q4: 18,625 shares 18,625 $1.17M 0.06% +5,745 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: 41,032 shares; 2024Q4: 88,570 shares; 2025Q1: 38,489 shares; 2025Q2: 24,647 shares; 2025Q3: 23,110 shares; 2025Q4: 23,161 shares 23,161 $1.17M 0.06% +51 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,323 shares; 2024Q4: 20,294 shares; 2025Q1: 20,434 shares; 2025Q2: 21,785 shares; 2025Q3: 21,502 shares; 2025Q4: 22,146 shares 22,146 $1.17M 0.06% +644 Timeline EQWL 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: 16,550 shares; 2024Q4: 14,981 shares; 2025Q1: 13,086 shares; 2025Q2: 11,404 shares; 2025Q3: 10,192 shares; 2025Q4: 9,910 shares 9,910 $1.17M 0.06% -282 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: 13,943 shares; 2024Q4: 12,524 shares; 2025Q1: 9,692 shares; 2025Q2: 13,172 shares; 2025Q3: 12,948 shares; 2025Q4: 11,852 shares 11,852 $1.16M 0.06% -1,096 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,121 shares; 2024Q4: 241,121 shares; 2025Q1: 240,423 shares; 2025Q2: 222,547 shares; 2025Q3: 215,810 shares; 2025Q4: 213,172 shares 213,172 $1.15M 0.06% -2,638 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,260 shares; 2025Q1: 48,383 shares; 2025Q2: 59,395 shares; 2025Q3: 76,030 shares; 2025Q4: 76,939 shares 76,939 $1.15M 0.06% +909 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: 33,012 shares; 2024Q4: 30,844 shares; 2025Q1: 32,439 shares; 2025Q2: 26,844 shares; 2025Q3: 30,040 shares; 2025Q4: 24,329 shares 24,329 $1.13M 0.05% -5,711 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,599 shares; 2024Q4: 11,639 shares; 2025Q1: 4,991 shares; 2025Q2: 5,096 shares; 2025Q3: 11,524 shares; 2025Q4: 11,081 shares 11,081 $1.13M 0.05% -443 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: 2,249 shares; 2024Q4: 2,321 shares; 2025Q1: 2,137 shares; 2025Q2: 2,189 shares; 2025Q3: 2,262 shares; 2025Q4: 5,385 shares 5,385 $1.12M 0.05% +3,123 Timeline IWLG NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,613 shares 20,613 $1.12M 0.05% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,557 shares; 2024Q4: 6,576 shares; 2025Q1: 6,966 shares; 2025Q2: 9,921 shares; 2025Q3: 9,615 shares; 2025Q4: 9,430 shares 9,430 $1.11M 0.05% -185 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,247 shares; 2025Q2: 71,847 shares; 2025Q3: 54,192 shares; 2025Q4: 56,478 shares 56,478 $1.09M 0.05% +2,286 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 4,400 shares; 2025Q1: 4,026 shares; 2025Q2: 3,904 shares; 2025Q3: 3,997 shares; 2025Q4: 3,668 shares 3,668 $1.09M 0.05% -329 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,038 shares; 2024Q4: 12,707 shares; 2025Q1: 8,551 shares; 2025Q2: 8,697 shares; 2025Q3: 11,388 shares; 2025Q4: 11,288 shares 11,288 $1.08M 0.05% -100 Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY 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: 279,035 shares; 2025Q2: 485,815 shares; 2025Q3: 491,900 shares; 2025Q4: 191,950 shares 191,950 $1.08M 0.05% -299,950 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,160 shares; 2025Q3: 8,598 shares; 2025Q4: 15,029 shares 15,029 $1.08M 0.05% +6,431 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,738 shares 33,738 $1.07M 0.05% new 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: 22,326 shares; 2024Q4: 14,591 shares; 2025Q1: 12,980 shares; 2025Q2: 9,979 shares; 2025Q3: 8,574 shares; 2025Q4: 8,667 shares 8,667 $1.06M 0.05% +93 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: 93,752 shares; 2024Q4: 98,977 shares; 2025Q1: 46,178 shares; 2025Q2: 37,771 shares; 2025Q3: 78,949 shares; 2025Q4: 64,481 shares 64,481 $1.06M 0.05% -14,468 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: 2,204 shares; 2024Q4: 2,684 shares; 2025Q1: 4,064 shares; 2025Q2: 4,251 shares; 2025Q3: 4,806 shares; 2025Q4: 5,000 shares 5,000 $1.06M 0.05% +194 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 4,787 shares; 2025Q1: 4,889 shares; 2025Q2: 5,103 shares; 2025Q3: 5,349 shares; 2025Q4: 8,677 shares 8,677 $1.06M 0.05% +3,328 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: 18,383 shares; 2024Q4: 14,855 shares; 2025Q1: 14,607 shares; 2025Q2: 16,446 shares; 2025Q3: 16,145 shares; 2025Q4: 12,532 shares 12,532 $1.06M 0.05% -3,613 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,161 shares; 2025Q3: 4,229 shares; 2025Q4: 16,391 shares 16,391 $1.05M 0.05% +12,162 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: not reported; 2024Q4: 1,168 shares; 2025Q1: 2,078 shares; 2025Q2: 1,698 shares; 2025Q3: 2,407 shares; 2025Q4: 4,652 shares 4,652 $1.05M 0.05% +2,245 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,458 shares; 2024Q4: 117,791 shares; 2025Q1: 117,791 shares; 2025Q2: 117,791 shares; 2025Q3: 119,062 shares; 2025Q4: 110,900 shares 110,900 $1.05M 0.05% -8,162 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 36,425 shares 36,425 $1.05M 0.05% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,452 shares; 2024Q4: 7,969 shares; 2025Q1: 10,477 shares; 2025Q2: 8,788 shares; 2025Q3: 8,172 shares; 2025Q4: 7,573 shares 7,573 $1.05M 0.05% -599 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 2,676 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,567 shares; 2025Q4: 11,315 shares 11,315 $1.05M 0.05% +8,748 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,583 shares; 2025Q1: 1,529 shares; 2025Q2: 1,676 shares; 2025Q3: 1,596 shares; 2025Q4: 1,525 shares 1,525 $1.03M 0.05% -71 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: 8,187 shares; 2024Q4: 17,132 shares; 2025Q1: 13,282 shares; 2025Q2: 8,054 shares; 2025Q3: 12,902 shares; 2025Q4: 11,575 shares 11,575 $1.02M 0.05% -1,327 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,171 shares; 2025Q1: 21,346 shares; 2025Q2: 17,346 shares; 2025Q3: 21,702 shares; 2025Q4: 23,451 shares 23,451 $1.01M 0.05% +1,749 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,449 shares; 2025Q3: 4,621 shares; 2025Q4: 14,266 shares 14,266 $1.01M 0.05% +9,645 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,260 shares; 2024Q4: 7,457 shares; 2025Q1: 5,968 shares; 2025Q2: 6,370 shares; 2025Q3: 8,264 shares; 2025Q4: 11,891 shares 11,891 $1.01M 0.05% +3,627 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,425 shares; 2025Q3: 22,273 shares; 2025Q4: 19,953 shares 19,953 $1.01M 0.05% -2,320 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: 21,986 shares; 2024Q4: 22,503 shares; 2025Q1: 21,347 shares; 2025Q2: 20,404 shares; 2025Q3: 19,781 shares; 2025Q4: 25,364 shares 25,364 $1M 0.05% +5,583 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,962 shares; 2025Q2: 1,729 shares; 2025Q3: 2,720 shares; 2025Q4: 3,362 shares 3,362 $994K 0.05% +642 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: 4,978 shares; 2024Q4: 4,911 shares; 2025Q1: 4,170 shares; 2025Q2: 5,588 shares; 2025Q3: 6,134 shares; 2025Q4: 7,485 shares 7,485 $994K 0.05% +1,351 Timeline WTMF 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: 11,918 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,756 shares; 2025Q3: 24,523 shares; 2025Q4: 25,922 shares 25,922 $986K 0.05% +1,399 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,027 shares; 2024Q4: 38,355 shares; 2025Q1: 36,001 shares; 2025Q2: 35,548 shares; 2025Q3: 34,297 shares; 2025Q4: 33,216 shares 33,216 $983K 0.05% -1,081 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: not reported; 2024Q4: 13,986 shares; 2025Q1: 13,906 shares; 2025Q2: 13,906 shares; 2025Q3: 13,006 shares; 2025Q4: 12,806 shares 12,806 $961K 0.05% -200 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,925 shares; 2024Q4: 20,217 shares; 2025Q1: 16,251 shares; 2025Q2: 17,119 shares; 2025Q3: 14,683 shares; 2025Q4: 16,902 shares 16,902 $960K 0.05% +2,219 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,676 shares; 2025Q1: 12,178 shares; 2025Q2: 11,679 shares; 2025Q3: 10,730 shares; 2025Q4: 11,892 shares 11,892 $959K 0.05% +1,162 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,493 shares; 2025Q2: 2,412 shares; 2025Q3: 2,359 shares; 2025Q4: 5,920 shares 5,920 $955K 0.05% +3,561 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,466 shares 5,466 $945K 0.05% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,767 shares; 2024Q4: 1,510 shares; 2025Q1: 1,496 shares; 2025Q2: 1,487 shares; 2025Q3: 2,277 shares; 2025Q4: 3,250 shares 3,250 $943K 0.05% +973 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 143 shares; 2025Q1: 134 shares; 2025Q2: 160 shares; 2025Q3: 136 shares; 2025Q4: 175 shares 175 $937K 0.05% +39 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,630 shares; 2024Q4: 30,737 shares; 2025Q1: 22,021 shares; 2025Q2: 22,489 shares; 2025Q3: 23,280 shares; 2025Q4: 22,705 shares 22,705 $934K 0.05% -575 Timeline ESGD 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: 8,514 shares; 2024Q4: 8,915 shares; 2025Q1: 8,808 shares; 2025Q2: 8,870 shares; 2025Q3: 8,401 shares; 2025Q4: 9,757 shares 9,757 $928K 0.04% +1,356 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 3,927 shares; 2025Q1: 3,899 shares; 2025Q2: 4,149 shares; 2025Q3: 4,192 shares; 2025Q4: 4,335 shares 4,335 $925K 0.04% +143 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,892 shares; 2024Q4: 6,307 shares; 2025Q1: 4,505 shares; 2025Q2: 5,386 shares; 2025Q3: 7,170 shares; 2025Q4: 12,546 shares 12,546 $924K 0.04% +5,376 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,851 shares 13,851 $921K 0.04% new Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 42,669 shares; 2025Q4: 43,149 shares 43,149 $914K 0.04% +480 Timeline FLCV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,800 shares; 2025Q1: 29,100 shares; 2025Q2: 29,100 shares; 2025Q3: 32,725 shares; 2025Q4: 29,225 shares 29,225 $909K 0.04% -3,500 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: 5,167 shares; 2025Q1: 4,433 shares; 2025Q2: 4,196 shares; 2025Q3: 4,308 shares; 2025Q4: 5,309 shares 5,309 $909K 0.04% +1,001 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: 7,994 shares; 2024Q4: 3,370 shares; 2025Q1: 4,146 shares; 2025Q2: 1,833 shares; 2025Q3: 2,748 shares; 2025Q4: 5,658 shares 5,658 $906K 0.04% +2,910 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: 3,799 shares; 2024Q4: 2,248 shares; 2025Q1: 1,434 shares; 2025Q2: 1,925 shares; 2025Q3: 2,333 shares; 2025Q4: 3,084 shares 3,084 $891K 0.04% +751 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 848 shares; 2025Q1: 798 shares; 2025Q2: 710 shares; 2025Q3: 964 shares; 2025Q4: 953 shares 953 $889K 0.04% -11 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: 4,202 shares; 2024Q4: 5,292 shares; 2025Q1: 4,796 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,429 shares 10,429 $885K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,520 shares; 2025Q3: 35,674 shares; 2025Q4: 36,798 shares 36,798 $871K 0.04% +1,124 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: 6,893 shares; 2024Q4: 7,305 shares; 2025Q1: 5,331 shares; 2025Q2: 5,469 shares; 2025Q3: 4,451 shares; 2025Q4: 5,588 shares 5,588 $865K 0.04% +1,137 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: 5,167 shares; 2024Q4: 1,696 shares; 2025Q1: 1,604 shares; 2025Q2: 1,272 shares; 2025Q3: 1,053 shares; 2025Q4: 1,472 shares 1,472 $853K 0.04% +419 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,283 shares; 2024Q4: 2,347 shares; 2025Q1: 1,742 shares; 2025Q2: 1,756 shares; 2025Q3: 1,887 shares; 2025Q4: 6,606 shares 6,606 $852K 0.04% +4,719 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,810 shares; 2024Q4: 3,115 shares; 2025Q1: 2,886 shares; 2025Q2: 2,793 shares; 2025Q3: 2,173 shares; 2025Q4: 3,309 shares 3,309 $851K 0.04% +1,136 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,812 shares; 2024Q4: 15,285 shares; 2025Q1: 13,213 shares; 2025Q2: 12,987 shares; 2025Q3: 13,037 shares; 2025Q4: 15,552 shares 15,552 $851K 0.04% +2,515 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,048 shares; 2025Q4: 9,437 shares 9,437 $849K 0.04% +3,389 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,066 shares; 2024Q4: 6,351 shares; 2025Q1: 4,028 shares; 2025Q2: 3,323 shares; 2025Q3: 3,157 shares; 2025Q4: 5,162 shares 5,162 $840K 0.04% +2,005 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: 4,313 shares 4,313 $835K 0.04% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,670 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,214 shares; 2025Q4: 9,024 shares 9,024 $830K 0.04% +5,810 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,249 shares; 2024Q4: 20,369 shares; 2025Q1: 20,996 shares; 2025Q2: 20,050 shares; 2025Q3: 9,840 shares; 2025Q4: 13,620 shares 13,620 $819K 0.04% +3,780 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,951 shares; 2024Q4: 22,455 shares; 2025Q1: 23,734 shares; 2025Q2: 29,530 shares; 2025Q3: 32,686 shares; 2025Q4: 37,593 shares 37,593 $818K 0.04% +4,907 Timeline FJUL 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: 10,390 shares; 2024Q4: 20,641 shares; 2025Q1: 11,549 shares; 2025Q2: 9,977 shares; 2025Q3: 14,603 shares; 2025Q4: 14,527 shares 14,527 $812K 0.04% -76 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,655 shares 15,655 $807K 0.04% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,030 shares; 2024Q4: 8,822 shares; 2025Q1: 4,710 shares; 2025Q2: 4,203 shares; 2025Q3: 11,944 shares; 2025Q4: 15,813 shares 15,813 $805K 0.04% +3,869 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: 22,669 shares; 2024Q4: 9,398 shares; 2025Q1: 8,549 shares; 2025Q2: 8,367 shares; 2025Q3: 8,938 shares; 2025Q4: 9,141 shares 9,141 $800K 0.04% +203 Timeline ZMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 31,421 shares; 2025Q3: 31,421 shares; 2025Q4: 31,421 shares 31,421 $799K 0.04% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,186 shares; 2025Q4: 29,420 shares 29,420 $799K 0.04% +7,234 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest 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: 7,234 shares 7,234 $798K 0.04% new Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,748 shares; 2024Q4: 16,819 shares; 2025Q1: 14,932 shares; 2025Q2: 14,932 shares; 2025Q3: 13,937 shares; 2025Q4: 13,938 shares 13,938 $798K 0.04% +1 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,386 shares; 2024Q4: 5,730 shares; 2025Q1: 5,139 shares; 2025Q2: 5,863 shares; 2025Q3: 5,790 shares; 2025Q4: 5,894 shares 5,894 $797K 0.04% +104 Timeline PUBLIX SUPER MKTS INC RESTR… PUBLIX SUPER MKTS INC RESTRICTED More: the full row for PUBLIX SUPER MKTS INC RESTRICTED Quarterly shares; oldest 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: 38,874 shares 38,874 $793K 0.04% new PFFR ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,115 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,929 shares; 2025Q3: 48,789 shares; 2025Q4: 43,811 shares 43,811 $789K 0.04% -4,978 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,872 shares; 2024Q4: 14,804 shares; 2025Q1: 14,947 shares; 2025Q2: 14,540 shares; 2025Q3: 22,962 shares; 2025Q4: 38,683 shares 38,683 $789K 0.04% +15,721 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,243 shares; 2024Q4: 9,906 shares; 2025Q1: 9,872 shares; 2025Q2: 9,555 shares; 2025Q3: 10,024 shares; 2025Q4: 9,882 shares 9,882 $783K 0.04% -142 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: 13,293 shares; 2024Q4: 5,568 shares; 2025Q1: 5,385 shares; 2025Q2: 8,956 shares; 2025Q3: 7,285 shares; 2025Q4: 7,830 shares 7,830 $782K 0.04% +545 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,384 shares; 2024Q4: 80,448 shares; 2025Q1: 50,423 shares; 2025Q2: 33,727 shares; 2025Q3: 32,224 shares; 2025Q4: 32,007 shares 32,007 $780K 0.04% -217 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,035 shares; 2025Q1: 14,576 shares; 2025Q2: 14,449 shares; 2025Q3: 14,568 shares; 2025Q4: 13,912 shares 13,912 $773K 0.04% -656 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 628 shares; 2025Q4: 1,818 shares 1,818 $767K 0.04% +1,190 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: 12,309 shares; 2024Q4: 10,145 shares; 2025Q1: 10,495 shares; 2025Q2: 12,306 shares; 2025Q3: 12,270 shares; 2025Q4: 14,360 shares 14,360 $766K 0.04% +2,090 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,149 shares; 2025Q4: 19,394 shares 19,394 $764K 0.04% +2,245 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,103 shares; 2024Q4: 38,024 shares; 2025Q1: 35,822 shares; 2025Q2: 38,191 shares; 2025Q3: 40,891 shares; 2025Q4: 20,690 shares 20,690 $758K 0.04% -20,201 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: 22,350 shares; 2024Q4: 25,252 shares; 2025Q1: 19,141 shares; 2025Q2: 18,083 shares; 2025Q3: 21,732 shares; 2025Q4: 23,638 shares 23,638 $758K 0.04% +1,906 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,358 shares; 2025Q1: 7,679 shares; 2025Q2: 6,179 shares; 2025Q3: 14,174 shares; 2025Q4: 14,274 shares 14,274 $756K 0.04% +100 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,490 shares; 2024Q4: 8,145 shares; 2025Q1: 10,872 shares; 2025Q2: 12,107 shares; 2025Q3: 12,672 shares; 2025Q4: 14,343 shares 14,343 $753K 0.04% +1,671 Timeline KBWD 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: 28,746 shares; 2025Q2: 42,441 shares; 2025Q3: 53,680 shares; 2025Q4: 54,766 shares 54,766 $748K 0.04% +1,086 Timeline SCHZ 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: 5,017 shares; 2024Q4: 16,196 shares; 2025Q1: 16,318 shares; 2025Q2: 21,886 shares; 2025Q3: 31,929 shares; 2025Q4: 31,925 shares 31,925 $746K 0.04% -4 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,585 shares; 2024Q4: 18,913 shares; 2025Q1: 12,729 shares; 2025Q2: 11,853 shares; 2025Q3: 11,477 shares; 2025Q4: 10,006 shares 10,006 $741K 0.04% -1,471 Timeline IWS 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: 3,177 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,914 shares; 2025Q3: 5,294 shares; 2025Q4: 5,235 shares 5,235 $738K 0.04% -59 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,501 shares; 2025Q1: 111,922 shares; 2025Q2: 109,692 shares; 2025Q3: 117,340 shares; 2025Q4: 117,260 shares 117,260 $736K 0.04% -80 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,177 shares 3,177 $731K 0.04% new 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: 18,265 shares; 2024Q4: 23,787 shares; 2025Q1: 11,484 shares; 2025Q2: 11,485 shares; 2025Q3: 12,033 shares; 2025Q4: 12,945 shares 12,945 $730K 0.04% +912 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS 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: 6,418 shares; 2025Q2: 6,787 shares; 2025Q3: 5,880 shares; 2025Q4: 5,468 shares 5,468 $726K 0.04% -412 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,342 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,829 shares 10,829 $725K 0.04% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,469 shares; 2024Q4: 12,545 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,235 shares; 2025Q4: 26,738 shares 26,738 $725K 0.04% +18,503 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,918 shares; 2025Q2: 2,284 shares; 2025Q3: 2,355 shares; 2025Q4: 3,667 shares 3,667 $723K 0.03% +1,312 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,271 shares; 2025Q4: 18,983 shares 18,983 $719K 0.03% +1,712 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: 4,203 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,451 shares; 2025Q4: 11,051 shares 11,051 $716K 0.03% +600 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,039 shares; 2025Q1: 5,082 shares; 2025Q2: 7,082 shares; 2025Q3: 6,940 shares; 2025Q4: 6,940 shares 6,940 $712K 0.03% 0 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,755 shares; 2025Q2: 44,891 shares; 2025Q3: 40,363 shares; 2025Q4: 14,446 shares 14,446 $708K 0.03% -25,917 Timeline JBBB 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: not reported; 2024Q4: 6,148 shares; 2025Q1: 10,486 shares; 2025Q2: 15,037 shares; 2025Q3: 15,042 shares; 2025Q4: 14,817 shares 14,817 $707K 0.03% -225 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,130 shares; 2025Q3: 8,911 shares; 2025Q4: 14,289 shares 14,289 $702K 0.03% +5,378 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: 3,823 shares; 2024Q4: 2,682 shares; 2025Q1: 2,802 shares; 2025Q2: 2,196 shares; 2025Q3: 2,738 shares; 2025Q4: 3,359 shares 3,359 $701K 0.03% +621 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,482 shares; 2025Q1: 7,915 shares; 2025Q2: 9,189 shares; 2025Q3: 11,097 shares; 2025Q4: 17,248 shares 17,248 $699K 0.03% +6,151 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: 14,698 shares; 2024Q4: 11,709 shares; 2025Q1: 11,625 shares; 2025Q2: 10,985 shares; 2025Q3: 14,225 shares; 2025Q4: 14,464 shares 14,464 $692K 0.03% +239 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,775 shares; 2024Q4: 12,508 shares; 2025Q1: 11,760 shares; 2025Q2: 11,760 shares; 2025Q3: 11,276 shares; 2025Q4: 10,971 shares 10,971 $692K 0.03% -305 Timeline FEZ 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: 8,725 shares; 2025Q4: 10,649 shares 10,649 $686K 0.03% +1,924 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,637 shares; 2025Q1: 6,555 shares; 2025Q2: 20,995 shares; 2025Q3: 18,945 shares; 2025Q4: 16,581 shares 16,581 $685K 0.03% -2,364 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,045 shares; 2024Q4: 4,273 shares; 2025Q1: 3,545 shares; 2025Q2: 3,629 shares; 2025Q3: 4,113 shares; 2025Q4: 7,079 shares 7,079 $682K 0.03% +2,966 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,507 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,422 shares; 2025Q4: 7,499 shares 7,499 $679K 0.03% +77 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: 14,176 shares; 2024Q4: 15,617 shares; 2025Q1: 15,094 shares; 2025Q2: 14,990 shares; 2025Q3: 14,986 shares; 2025Q4: 17,629 shares 17,629 $677K 0.03% +2,643 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,340 shares; 2025Q1: 37,946 shares; 2025Q2: 45,434 shares; 2025Q3: 46,290 shares; 2025Q4: 46,785 shares 46,785 $676K 0.03% +495 Timeline FNDC 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: 14,920 shares; 2025Q1: 15,170 shares; 2025Q2: 16,215 shares; 2025Q3: 16,097 shares; 2025Q4: 15,128 shares 15,128 $674K 0.03% -969 Timeline BIV 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: 9,163 shares; 2024Q4: 8,268 shares; 2025Q1: 3,550 shares; 2025Q2: 2,958 shares; 2025Q3: 9,618 shares; 2025Q4: 8,618 shares 8,618 $671K 0.03% -1,000 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,549 shares; 2025Q1: 14,549 shares; 2025Q2: 14,549 shares; 2025Q3: 14,549 shares; 2025Q4: 14,989 shares 14,989 $669K 0.03% +440 Timeline HYEM 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: 20,251 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,312 shares; 2025Q3: 39,130 shares; 2025Q4: 33,628 shares 33,628 $669K 0.03% -5,502 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: 16,940 shares; 2024Q4: 9,496 shares; 2025Q1: 9,907 shares; 2025Q2: 9,926 shares; 2025Q3: 10,019 shares; 2025Q4: 11,356 shares 11,356 $665K 0.03% +1,337 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,934 shares; 2024Q4: 1,224 shares; 2025Q1: 1,181 shares; 2025Q2: 1,187 shares; 2025Q3: 1,888 shares; 2025Q4: 1,884 shares 1,884 $662K 0.03% -4 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,984 shares 7,984 $661K 0.03% new Timeline IJS 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: 2,592 shares; 2025Q1: 2,990 shares; 2025Q2: 2,910 shares; 2025Q3: 3,017 shares; 2025Q4: 5,797 shares 5,797 $659K 0.03% +2,780 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,673 shares; 2024Q4: 9,886 shares; 2025Q1: 10,319 shares; 2025Q2: 10,119 shares; 2025Q3: 8,784 shares; 2025Q4: 9,819 shares 9,819 $658K 0.03% +1,035 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: 4,098 shares; 2024Q4: 3,075 shares; 2025Q1: 2,392 shares; 2025Q2: 2,363 shares; 2025Q3: 2,138 shares; 2025Q4: 2,671 shares 2,671 $658K 0.03% +533 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,838 shares; 2024Q4: 3,868 shares; 2025Q1: 3,784 shares; 2025Q2: 3,679 shares; 2025Q3: 3,597 shares; 2025Q4: 3,777 shares 3,777 $655K 0.03% +180 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: 43,507 shares; 2024Q4: 36,643 shares; 2025Q1: 20,107 shares; 2025Q2: 18,052 shares; 2025Q3: 28,236 shares; 2025Q4: 49,902 shares 49,902 $655K 0.03% +21,666 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 23,244 shares 23,244 $655K 0.03% new Timeline PPA 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: 3,900 shares; 2024Q4: 8,055 shares; 2025Q1: 4,156 shares; 2025Q2: 4,125 shares; 2025Q3: 4,119 shares; 2025Q4: 4,121 shares 4,121 $645K 0.03% +2 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,768 shares; 2025Q1: 2,255 shares; 2025Q2: 4,749 shares; 2025Q3: 4,502 shares; 2025Q4: 4,399 shares 4,399 $645K 0.03% -103 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,597 shares; 2024Q4: 6,400 shares; 2025Q1: 5,525 shares; 2025Q2: 5,479 shares; 2025Q3: 6,230 shares; 2025Q4: 11,339 shares 11,339 $643K 0.03% +5,109 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,139 shares; 2024Q4: 3,410 shares; 2025Q1: 3,448 shares; 2025Q2: 3,205 shares; 2025Q3: 2,044 shares; 2025Q4: 2,796 shares 2,796 $640K 0.03% +752 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: 5,431 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,643 shares; 2025Q4: 4,453 shares 4,453 $639K 0.03% -190 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,061 shares; 2024Q4: 10,052 shares; 2025Q1: 10,052 shares; 2025Q2: 10,060 shares; 2025Q3: 10,397 shares; 2025Q4: 10,060 shares 10,060 $638K 0.03% -337 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,817 shares; 2024Q4: 6,930 shares; 2025Q1: 4,700 shares; 2025Q2: 4,751 shares; 2025Q3: 4,187 shares; 2025Q4: 4,122 shares 4,122 $638K 0.03% -65 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,109 shares; 2025Q1: 3,326 shares; 2025Q2: 3,168 shares; 2025Q3: 2,638 shares; 2025Q4: 2,776 shares 2,776 $633K 0.03% +138 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,493 shares; 2024Q4: 1,876 shares; 2025Q1: 2,136 shares; 2025Q2: 2,477 shares; 2025Q3: 2,699 shares; 2025Q4: 2,880 shares 2,880 $632K 0.03% +181 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,540 shares; 2024Q4: 10,551 shares; 2025Q1: 11,636 shares; 2025Q2: 10,687 shares; 2025Q3: 11,158 shares; 2025Q4: 11,942 shares 11,942 $631K 0.03% +784 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,534 shares; 2025Q3: 13,924 shares; 2025Q4: 13,844 shares 13,844 $630K 0.03% -80 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: 9,111 shares; 2024Q4: 10,638 shares; 2025Q1: 13,694 shares; 2025Q2: 12,349 shares; 2025Q3: 12,954 shares; 2025Q4: 11,718 shares 11,718 $630K 0.03% -1,236 Timeline VFH 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: 3,750 shares; 2024Q4: 8,013 shares; 2025Q1: 4,455 shares; 2025Q2: 4,431 shares; 2025Q3: 4,606 shares; 2025Q4: 4,707 shares 4,707 $628K 0.03% +101 Timeline ALTY 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: 57,433 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,442 shares; 2025Q3: 61,341 shares; 2025Q4: 52,594 shares 52,594 $627K 0.03% -8,747 Timeline FMAY 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: 14,504 shares; 2024Q4: 22,824 shares; 2025Q1: 16,209 shares; 2025Q2: 16,847 shares; 2025Q3: 12,472 shares; 2025Q4: 11,737 shares 11,737 $627K 0.03% -735 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,737 shares 22,737 $623K 0.03% new Timeline FAI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,166 shares; 2025Q2: 15,370 shares; 2025Q3: 15,125 shares; 2025Q4: 15,125 shares 15,125 $621K 0.03% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,362 shares; 2024Q4: 27,164 shares; 2025Q1: 21,124 shares; 2025Q2: 21,726 shares; 2025Q3: 25,412 shares; 2025Q4: 23,064 shares 23,064 $621K 0.03% -2,348 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,006 shares; 2025Q1: 5,855 shares; 2025Q2: 8,389 shares; 2025Q3: 11,753 shares; 2025Q4: 9,969 shares 9,969 $620K 0.03% -1,784 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,760 shares; 2025Q3: 2,795 shares; 2025Q4: 2,795 shares 2,795 $617K 0.03% 0 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: 1,771 shares; 2024Q4: 1,992 shares; 2025Q1: 1,841 shares; 2025Q2: 1,954 shares; 2025Q3: 2,189 shares; 2025Q4: 2,544 shares 2,544 $614K 0.03% +355 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL 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: 3,821 shares 3,821 $614K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,523 shares; 2025Q3: 2,088 shares; 2025Q4: 2,264 shares 2,264 $609K 0.03% +176 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: 11,375 shares; 2024Q4: 15,926 shares; 2025Q1: 8,665 shares; 2025Q2: 9,183 shares; 2025Q3: 12,554 shares; 2025Q4: 17,420 shares 17,420 $605K 0.03% +4,866 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,916 shares 5,916 $603K 0.03% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,808 shares; 2025Q2: 4,803 shares; 2025Q3: 5,563 shares; 2025Q4: 4,175 shares 4,175 $602K 0.03% -1,388 Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 52,189 shares 52,189 $600K 0.03% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 5,421 shares; 2025Q1: 3,392 shares; 2025Q2: 3,518 shares; 2025Q3: 3,654 shares; 2025Q4: 4,121 shares 4,121 $597K 0.03% +467 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: 4,131 shares; 2025Q1: 4,460 shares; 2025Q2: 4,381 shares; 2025Q3: 4,540 shares; 2025Q4: 4,556 shares 4,556 $588K 0.03% +16 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 283 shares; 2025Q1: 236 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 291 shares 291 $586K 0.03% +100 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,803 shares 12,803 $585K 0.03% new Timeline CAPE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,100 shares; 2024Q4: 29,200 shares; 2025Q1: 18,700 shares; 2025Q2: 18,550 shares; 2025Q3: 20,050 shares; 2025Q4: 18,150 shares 18,150 $585K 0.03% -1,900 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,366 shares; 2024Q4: 3,327 shares; 2025Q1: 2,497 shares; 2025Q2: 2,606 shares; 2025Q3: 3,132 shares; 2025Q4: 3,569 shares 3,569 $582K 0.03% +437 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,272 shares; 2025Q1: 10,396 shares; 2025Q2: 9,326 shares; 2025Q3: 8,514 shares; 2025Q4: 11,430 shares 11,430 $581K 0.03% +2,916 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,348 shares; 2024Q4: 575 shares; 2025Q1: 556 shares; 2025Q2: 557 shares; 2025Q3: not reported; 2025Q4: 1,276 shares 1,276 $578K 0.03% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 777 shares; 2025Q4: 1,230 shares 1,230 $578K 0.03% +453 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,496 shares; 2024Q4: 1,065 shares; 2025Q1: 834 shares; 2025Q2: 783 shares; 2025Q3: 849 shares; 2025Q4: 732 shares 732 $565K 0.03% -117 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,801 shares; 2025Q1: 19,681 shares; 2025Q2: 19,281 shares; 2025Q3: 18,806 shares; 2025Q4: 17,006 shares 17,006 $562K 0.03% -1,800 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,750 shares; 2025Q4: 5,669 shares 5,669 $560K 0.03% +2,919 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: 3,544 shares; 2024Q4: 1,188 shares; 2025Q1: 707 shares; 2025Q2: 623 shares; 2025Q3: 866 shares; 2025Q4: 1,307 shares 1,307 $557K 0.03% +441 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,935 shares; 2024Q4: 2,473 shares; 2025Q1: 2,669 shares; 2025Q2: 3,145 shares; 2025Q3: 4,828 shares; 2025Q4: 4,014 shares 4,014 $554K 0.03% -814 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,692 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,983 shares; 2025Q4: 3,324 shares 3,324 $553K 0.03% -659 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,992 shares; 2025Q3: 7,320 shares; 2025Q4: 7,681 shares 7,681 $551K 0.03% +361 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,224 shares; 2024Q4: 969 shares; 2025Q1: 990 shares; 2025Q2: 985 shares; 2025Q3: 883 shares; 2025Q4: 1,914 shares 1,914 $550K 0.03% +1,031 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,179 shares; 2024Q4: 18,018 shares; 2025Q1: 17,062 shares; 2025Q2: 17,063 shares; 2025Q3: 16,275 shares; 2025Q4: 14,822 shares 14,822 $544K 0.03% -1,453 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,015 shares; 2025Q1: 1,989 shares; 2025Q2: 2,014 shares; 2025Q3: 2,018 shares; 2025Q4: 2,118 shares 2,118 $542K 0.03% +100 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 11,767 shares; 2025Q1: 11,418 shares; 2025Q2: 11,023 shares; 2025Q3: 14,150 shares; 2025Q4: 11,668 shares 11,668 $540K 0.03% -2,482 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,069 shares; 2024Q4: 25,054 shares; 2025Q1: 21,581 shares; 2025Q2: 20,981 shares; 2025Q3: 20,986 shares; 2025Q4: 17,774 shares 17,774 $537K 0.03% -3,212 Timeline