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: restricted; 2024Q4: 276,782 shares; 2025Q1: 279,632 shares; 2025Q2: 287,069 shares; 2025Q3: 289,888 shares; 2025Q4: 285,063 shares 285,063 $77.5M 5.51% -4,825 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: restricted; 2024Q4: 360,446 shares; 2025Q1: 381,671 shares; 2025Q2: 390,742 shares; 2025Q3: 429,786 shares; 2025Q4: 411,012 shares 411,012 $76.7M 5.45% -18,774 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: restricted; 2024Q4: 122,752 shares; 2025Q1: 126,524 shares; 2025Q2: 128,490 shares; 2025Q3: 130,160 shares; 2025Q4: 127,557 shares 127,557 $61.7M 4.39% -2,603 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: restricted; 2024Q4: 179,866 shares; 2025Q1: 187,056 shares; 2025Q2: 193,216 shares; 2025Q3: 196,300 shares; 2025Q4: 185,673 shares 185,673 $58.1M 4.13% -10,627 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: restricted; 2024Q4: 104,354 shares; 2025Q1: 98,254 shares; 2025Q2: 98,359 shares; 2025Q3: 103,445 shares; 2025Q4: 66,601 shares 66,601 $45.6M 3.24% -36,844 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: restricted; 2024Q4: 175,670 shares; 2025Q1: 170,149 shares; 2025Q2: 177,210 shares; 2025Q3: 181,746 shares; 2025Q4: 180,060 shares 180,060 $41.6M 2.95% -1,686 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: restricted; 2024Q4: 123,413 shares; 2025Q1: 118,956 shares; 2025Q2: 121,730 shares; 2025Q3: 122,663 shares; 2025Q4: 122,591 shares 122,591 $39.5M 2.81% -72 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: restricted; 2024Q4: 488,666 shares; 2025Q1: 472,904 shares; 2025Q2: 480,481 shares; 2025Q3: 493,727 shares; 2025Q4: 492,086 shares 492,086 $39.5M 2.81% -1,641 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: restricted; 2024Q4: 26,361 shares; 2025Q1: 28,805 shares; 2025Q2: 30,002 shares; 2025Q3: 31,661 shares; 2025Q4: 31,195 shares 31,195 $33.5M 2.38% -466 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: restricted; 2024Q4: 43,850 shares; 2025Q1: 41,649 shares; 2025Q2: 43,678 shares; 2025Q3: 44,399 shares; 2025Q4: 43,387 shares 43,387 $28.6M 2.04% -1,012 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: restricted; 2024Q4: 28,638 shares; 2025Q1: 25,503 shares; 2025Q2: 30,384 shares; 2025Q3: 30,585 shares; 2025Q4: 30,070 shares 30,070 $26.4M 1.88% -515 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: restricted; 2024Q4: 31,539 shares; 2025Q1: 32,751 shares; 2025Q2: 34,545 shares; 2025Q3: 37,498 shares; 2025Q4: 37,612 shares 37,612 $18.9M 1.34% +114 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: restricted; 2024Q4: 83,277 shares; 2025Q1: 72,874 shares; 2025Q2: 74,914 shares; 2025Q3: 76,854 shares; 2025Q4: 77,775 shares 77,775 $17.8M 1.26% +921 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 270,886 shares; 2025Q1: 301,172 shares; 2025Q2: 310,921 shares; 2025Q3: 331,134 shares; 2025Q4: 372,037 shares 372,037 $17.6M 1.25% +40,903 Timeline JPIB 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: restricted; 2024Q4: 292,399 shares; 2025Q1: 292,955 shares; 2025Q2: 298,686 shares; 2025Q3: 317,886 shares; 2025Q4: 346,946 shares 346,946 $16.9M 1.2% +29,060 Timeline HYLS 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: restricted; 2024Q4: 316,515 shares; 2025Q1: 323,977 shares; 2025Q2: 329,800 shares; 2025Q3: 359,953 shares; 2025Q4: 400,080 shares 400,080 $16.7M 1.19% +40,127 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: restricted; 2024Q4: 93,295 shares; 2025Q1: 90,185 shares; 2025Q2: 92,370 shares; 2025Q3: 95,245 shares; 2025Q4: 96,869 shares 96,869 $16.6M 1.18% +1,624 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: restricted; 2024Q4: 106,683 shares; 2025Q1: 291,909 shares; 2025Q2: 326,253 shares; 2025Q3: 327,630 shares; 2025Q4: 341,405 shares 341,405 $15.7M 1.12% +13,775 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: restricted; 2024Q4: 59,846 shares; 2025Q1: 71,216 shares; 2025Q2: 75,570 shares; 2025Q3: 79,286 shares; 2025Q4: 67,807 shares 67,807 $14.5M 1.03% -11,479 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: restricted; 2024Q4: 25,776 shares; 2025Q1: 37,153 shares; 2025Q2: 39,435 shares; 2025Q3: 40,303 shares; 2025Q4: 39,438 shares 39,438 $13.6M 0.97% -865 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: restricted; 2024Q4: 216,041 shares; 2025Q1: 189,743 shares; 2025Q2: 197,169 shares; 2025Q3: 212,363 shares; 2025Q4: 204,707 shares 204,707 $13.5M 0.96% -7,656 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: restricted; 2024Q4: 80,403 shares; 2025Q1: 71,908 shares; 2025Q2: 72,606 shares; 2025Q3: 73,217 shares; 2025Q4: 64,562 shares 64,562 $12.6M 0.89% -8,655 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: restricted; 2024Q4: 70,149 shares; 2025Q1: 69,574 shares; 2025Q2: 70,068 shares; 2025Q3: 70,207 shares; 2025Q4: 58,800 shares 58,800 $12.5M 0.89% -11,407 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: restricted; 2024Q4: 193,353 shares; 2025Q1: 168,912 shares; 2025Q2: 169,086 shares; 2025Q3: 174,155 shares; 2025Q4: 177,922 shares 177,922 $12.4M 0.88% +3,767 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: restricted; 2024Q4: 78,952 shares; 2025Q1: 79,758 shares; 2025Q2: 81,242 shares; 2025Q3: 85,493 shares; 2025Q4: 85,756 shares 85,756 $12.3M 0.87% +263 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: restricted; 2024Q4: 68,478 shares; 2025Q1: 73,253 shares; 2025Q2: 74,518 shares; 2025Q3: 75,967 shares; 2025Q4: 80,106 shares 80,106 $12.2M 0.87% +4,139 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: restricted; 2024Q4: 81,969 shares; 2025Q1: 64,719 shares; 2025Q2: 64,820 shares; 2025Q3: 66,704 shares; 2025Q4: 65,475 shares 65,475 $12M 0.85% -1,229 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,977 shares; 2025Q1: 58,467 shares; 2025Q2: 58,885 shares; 2025Q3: 58,571 shares; 2025Q4: 57,515 shares 57,515 $11.8M 0.84% -1,056 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: restricted; 2024Q4: 32,127 shares; 2025Q1: 31,167 shares; 2025Q2: 31,353 shares; 2025Q3: 31,268 shares; 2025Q4: 31,326 shares 31,326 $11.6M 0.82% +58 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: restricted; 2024Q4: 147,187 shares; 2025Q1: 139,073 shares; 2025Q2: 142,123 shares; 2025Q3: 146,837 shares; 2025Q4: 147,410 shares 147,410 $11.4M 0.81% +573 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: restricted; 2024Q4: 153,695 shares; 2025Q1: 172,847 shares; 2025Q2: 179,753 shares; 2025Q3: 181,672 shares; 2025Q4: 160,988 shares 160,988 $11.2M 0.8% -20,684 Timeline VNLA 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: restricted; 2024Q4: 185,441 shares; 2025Q1: 197,891 shares; 2025Q2: 202,758 shares; 2025Q3: 221,165 shares; 2025Q4: 226,462 shares 226,462 $11.1M 0.79% +5,297 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: restricted; 2024Q4: 14,703 shares; 2025Q1: 27,860 shares; 2025Q2: 29,211 shares; 2025Q3: 30,602 shares; 2025Q4: 31,051 shares 31,051 $10.9M 0.77% +449 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 257,192 shares; 2025Q1: 318,250 shares; 2025Q2: 355,666 shares; 2025Q3: 365,726 shares; 2025Q4: 379,162 shares 379,162 $10.5M 0.74% +13,436 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166,482 shares; 2025Q1: 191,559 shares; 2025Q2: 198,874 shares; 2025Q3: 211,684 shares; 2025Q4: 251,506 shares 251,506 $10.4M 0.74% +39,822 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: restricted; 2024Q4: 36,294 shares; 2025Q1: 38,450 shares; 2025Q2: 39,350 shares; 2025Q3: 40,795 shares; 2025Q4: 42,979 shares 42,979 $10.4M 0.74% +2,184 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: restricted; 2024Q4: 10,666 shares; 2025Q1: 11,135 shares; 2025Q2: 11,427 shares; 2025Q3: 11,887 shares; 2025Q4: 11,454 shares 11,454 $9.88M 0.7% -433 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: restricted; 2024Q4: 76,259 shares; 2025Q1: 82,630 shares; 2025Q2: 90,890 shares; 2025Q3: 92,912 shares; 2025Q4: 95,641 shares 95,641 $9.55M 0.68% +2,729 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: restricted; 2024Q4: 62,810 shares; 2025Q1: 64,294 shares; 2025Q2: 67,967 shares; 2025Q3: 70,236 shares; 2025Q4: 79,046 shares 79,046 $9.5M 0.68% +8,810 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: restricted; 2024Q4: 31,228 shares; 2025Q1: 30,173 shares; 2025Q2: 30,633 shares; 2025Q3: 30,950 shares; 2025Q4: 31,992 shares 31,992 $9.48M 0.67% +1,042 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,136 shares; 2025Q1: 28,752 shares; 2025Q2: 28,764 shares; 2025Q3: 30,221 shares; 2025Q4: 30,537 shares 30,537 $9.47M 0.67% +316 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101,795 shares; 2025Q1: 114,339 shares; 2025Q2: 121,158 shares; 2025Q3: 123,160 shares; 2025Q4: 123,986 shares 123,986 $9.39M 0.67% +826 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: restricted; 2024Q4: 8,480 shares; 2025Q1: 8,214 shares; 2025Q2: 8,373 shares; 2025Q3: 8,616 shares; 2025Q4: 8,756 shares 8,756 $9.37M 0.67% +140 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: restricted; 2024Q4: 85,793 shares; 2025Q1: 94,099 shares; 2025Q2: 97,490 shares; 2025Q3: 96,678 shares; 2025Q4: 74,034 shares 74,034 $9.13M 0.65% -22,644 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: restricted; 2024Q4: 28,239 shares; 2025Q1: 37,739 shares; 2025Q2: 38,910 shares; 2025Q3: 39,482 shares; 2025Q4: 34,452 shares 34,452 $8.85M 0.63% -5,030 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: restricted; 2024Q4: 57,623 shares; 2025Q1: 61,337 shares; 2025Q2: 63,600 shares; 2025Q3: 63,631 shares; 2025Q4: 63,650 shares 63,650 $8.72M 0.62% +19 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,741 shares; 2025Q1: 64,550 shares; 2025Q2: 67,389 shares; 2025Q3: 67,106 shares; 2025Q4: 66,577 shares 66,577 $8.71M 0.62% -529 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: restricted; 2024Q4: 14,249 shares; 2025Q1: 13,944 shares; 2025Q2: 14,465 shares; 2025Q3: 15,563 shares; 2025Q4: 15,327 shares 15,327 $8.68M 0.62% -236 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 338,084 shares; 2025Q1: 372,271 shares; 2025Q2: 415,564 shares; 2025Q3: 424,447 shares; 2025Q4: 437,138 shares 437,138 $8.39M 0.6% +12,691 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: restricted; 2024Q4: 27,570 shares; 2025Q1: 27,097 shares; 2025Q2: 26,969 shares; 2025Q3: 26,771 shares; 2025Q4: 26,042 shares 26,042 $8.17M 0.58% -729 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: restricted; 2024Q4: 24,648 shares; 2025Q1: 40,489 shares; 2025Q2: 43,230 shares; 2025Q3: 45,422 shares; 2025Q4: 30,489 shares 30,489 $8.08M 0.57% -14,933 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: restricted; 2024Q4: 212,427 shares; 2025Q1: 218,715 shares; 2025Q2: 222,233 shares; 2025Q3: 224,195 shares; 2025Q4: 85,556 shares 85,556 $7.65M 0.54% -138,639 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: restricted; 2024Q4: 52,097 shares; 2025Q1: 54,812 shares; 2025Q2: 54,777 shares; 2025Q3: 60,362 shares; 2025Q4: 62,057 shares 62,057 $7.27M 0.52% +1,695 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,828 shares; 2025Q1: 60,513 shares; 2025Q2: 62,978 shares; 2025Q3: 62,851 shares; 2025Q4: 85,539 shares 85,539 $7.16M 0.51% +22,688 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: restricted; 2024Q4: 43,748 shares; 2025Q1: 47,874 shares; 2025Q2: 50,336 shares; 2025Q3: 50,632 shares; 2025Q4: 50,639 shares 50,639 $7.14M 0.51% +7 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: restricted; 2024Q4: 32,355 shares; 2025Q1: 37,771 shares; 2025Q2: 38,650 shares; 2025Q3: 40,178 shares; 2025Q4: 38,019 shares 38,019 $7M 0.5% -2,159 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147,496 shares; 2025Q1: 172,450 shares; 2025Q2: 184,806 shares; 2025Q3: 185,650 shares; 2025Q4: 184,167 shares 184,167 $6.74M 0.48% -1,483 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: restricted; 2024Q4: 13,899 shares; 2025Q1: 18,891 shares; 2025Q2: 14,885 shares; 2025Q3: 16,268 shares; 2025Q4: 20,163 shares 20,163 $6.66M 0.47% +3,895 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: restricted; 2024Q4: 36,243 shares; 2025Q1: 36,148 shares; 2025Q2: 35,892 shares; 2025Q3: 35,654 shares; 2025Q4: 35,506 shares 35,506 $6.59M 0.47% -148 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: restricted; 2024Q4: 105,527 shares; 2025Q1: 96,615 shares; 2025Q2: 94,328 shares; 2025Q3: 99,035 shares; 2025Q4: 112,678 shares 112,678 $6.45M 0.46% +13,643 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: restricted; 2024Q4: 16,880 shares; 2025Q1: 17,652 shares; 2025Q2: 18,131 shares; 2025Q3: 18,419 shares; 2025Q4: 18,534 shares 18,534 $6.24M 0.44% +115 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: restricted; 2024Q4: 33,142 shares; 2025Q1: 33,073 shares; 2025Q2: 34,756 shares; 2025Q3: 34,756 shares; 2025Q4: 33,946 shares 33,946 $6.03M 0.43% -810 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125,970 shares; 2025Q1: 90,871 shares; 2025Q2: 83,309 shares; 2025Q3: 84,474 shares; 2025Q4: 85,711 shares 85,711 $5.95M 0.42% +1,237 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129,123 shares; 2025Q1: 161,729 shares; 2025Q2: 171,720 shares; 2025Q3: 174,379 shares; 2025Q4: 231,516 shares 231,516 $5.81M 0.41% +57,137 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,014 shares; 2025Q1: 69,917 shares; 2025Q2: 71,431 shares; 2025Q3: 72,100 shares; 2025Q4: 70,288 shares 70,288 $5.72M 0.41% -1,812 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: restricted; 2024Q4: 50,213 shares; 2025Q1: 53,952 shares; 2025Q2: 53,278 shares; 2025Q3: 53,474 shares; 2025Q4: 53,543 shares 53,543 $5.64M 0.4% +69 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: restricted; 2024Q4: 28,749 shares; 2025Q1: 32,652 shares; 2025Q2: 34,098 shares; 2025Q3: 34,420 shares; 2025Q4: 33,789 shares 33,789 $5.47M 0.39% -631 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: restricted; 2024Q4: 81,168 shares; 2025Q1: 89,005 shares; 2025Q2: 91,294 shares; 2025Q3: 99,984 shares; 2025Q4: 101,516 shares 101,516 $5.37M 0.38% +1,532 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,545 shares; 2025Q1: 44,533 shares; 2025Q2: 46,170 shares; 2025Q3: 48,050 shares; 2025Q4: 27,374 shares 27,374 $5.15M 0.37% -20,676 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: restricted; 2024Q4: 254,493 shares; 2025Q1: 157,927 shares; 2025Q2: 160,772 shares; 2025Q3: 161,268 shares; 2025Q4: 138,113 shares 138,113 $5.1M 0.36% -23,155 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,513 shares; 2025Q1: 56,936 shares; 2025Q2: 58,387 shares; 2025Q3: 59,737 shares; 2025Q4: 61,127 shares 61,127 $4.83M 0.34% +1,390 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: restricted; 2024Q4: 4,090 shares; 2025Q1: 8,884 shares; 2025Q2: 9,115 shares; 2025Q3: 9,125 shares; 2025Q4: 8,199 shares 8,199 $4.7M 0.33% -926 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,106 shares; 2025Q1: 73,405 shares; 2025Q2: 80,272 shares; 2025Q3: 82,133 shares; 2025Q4: 83,226 shares 83,226 $4.68M 0.33% +1,093 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,631 shares; 2025Q1: 37,883 shares; 2025Q2: 36,506 shares; 2025Q3: 38,378 shares; 2025Q4: 41,018 shares 41,018 $4.63M 0.33% +2,640 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: restricted; 2024Q4: not reported; 2025Q1: 84,022 shares; 2025Q2: 93,189 shares; 2025Q3: 95,810 shares; 2025Q4: 96,965 shares 96,965 $4.59M 0.33% +1,155 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: restricted; 2024Q4: 9,953 shares; 2025Q1: 9,719 shares; 2025Q2: 9,695 shares; 2025Q3: 9,649 shares; 2025Q4: 9,636 shares 9,636 $4.56M 0.32% -13 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: restricted; 2024Q4: 8,085 shares; 2025Q1: 7,919 shares; 2025Q2: 7,616 shares; 2025Q3: 7,557 shares; 2025Q4: 7,555 shares 7,555 $4.56M 0.32% -2 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: restricted; 2024Q4: 48,376 shares; 2025Q1: 51,773 shares; 2025Q2: 53,485 shares; 2025Q3: 52,583 shares; 2025Q4: 51,309 shares 51,309 $4.49M 0.32% -1,274 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: restricted; 2024Q4: 14,438 shares; 2025Q1: 13,046 shares; 2025Q2: 13,526 shares; 2025Q3: 12,771 shares; 2025Q4: 9,834 shares 9,834 $4.42M 0.31% -2,937 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: restricted; 2024Q4: 85,610 shares; 2025Q1: 102,978 shares; 2025Q2: 111,593 shares; 2025Q3: 113,302 shares; 2025Q4: 113,710 shares 113,710 $4.36M 0.31% +408 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: restricted; 2024Q4: 135,400 shares; 2025Q1: 97,958 shares; 2025Q2: 93,424 shares; 2025Q3: 98,576 shares; 2025Q4: 104,295 shares 104,295 $4.25M 0.3% +5,719 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,858 shares; 2025Q1: 49,721 shares; 2025Q2: 50,500 shares; 2025Q3: 64,826 shares; 2025Q4: 67,528 shares 67,528 $4.09M 0.29% +2,702 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: restricted; 2024Q4: 6,321 shares; 2025Q1: 6,719 shares; 2025Q2: 6,961 shares; 2025Q3: 7,074 shares; 2025Q4: 7,132 shares 7,132 $4.07M 0.29% +58 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: restricted; 2024Q4: 63,794 shares; 2025Q1: 67,623 shares; 2025Q2: 71,108 shares; 2025Q3: 73,315 shares; 2025Q4: 75,074 shares 75,074 $4.01M 0.28% +1,759 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: restricted; 2024Q4: 17,434 shares; 2025Q1: 17,974 shares; 2025Q2: 18,338 shares; 2025Q3: 18,467 shares; 2025Q4: 18,836 shares 18,836 $3.92M 0.28% +369 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: restricted; 2024Q4: 4,440 shares; 2025Q1: 4,368 shares; 2025Q2: 4,525 shares; 2025Q3: 4,435 shares; 2025Q4: 41,787 shares 41,787 $3.92M 0.28% +37,352 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135,488 shares; 2025Q1: 105,503 shares; 2025Q2: 109,018 shares; 2025Q3: 131,711 shares; 2025Q4: 142,289 shares 142,289 $3.91M 0.28% +10,578 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: restricted; 2024Q4: 56,878 shares; 2025Q1: 59,107 shares; 2025Q2: 31,703 shares; 2025Q3: 31,939 shares; 2025Q4: 34,350 shares 34,350 $3.91M 0.28% +2,411 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: restricted; 2024Q4: 3,529 shares; 2025Q1: 14,501 shares; 2025Q2: 16,387 shares; 2025Q3: 16,456 shares; 2025Q4: 16,918 shares 16,918 $3.67M 0.26% +462 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: restricted; 2024Q4: 25,564 shares; 2025Q1: 25,842 shares; 2025Q2: 24,875 shares; 2025Q3: 25,434 shares; 2025Q4: 25,224 shares 25,224 $3.62M 0.26% -210 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: restricted; 2024Q4: 112,110 shares; 2025Q1: 109,365 shares; 2025Q2: 121,583 shares; 2025Q3: 109,376 shares; 2025Q4: 109,868 shares 109,868 $3.58M 0.25% +492 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: restricted; 2024Q4: 22,417 shares; 2025Q1: 26,014 shares; 2025Q2: 27,466 shares; 2025Q3: 27,710 shares; 2025Q4: 28,167 shares 28,167 $3.55M 0.25% +457 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: restricted; 2024Q4: 105,809 shares; 2025Q1: 116,161 shares; 2025Q2: 120,595 shares; 2025Q3: 132,248 shares; 2025Q4: 142,189 shares 142,189 $3.54M 0.25% +9,941 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,441 shares; 2025Q3: 70,049 shares; 2025Q4: 68,937 shares 68,937 $3.51M 0.25% -1,112 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,576 shares; 2025Q1: 19,467 shares; 2025Q2: 20,123 shares; 2025Q3: 20,232 shares; 2025Q4: 20,341 shares 20,341 $3.47M 0.25% +109 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,984 shares; 2025Q1: 262,660 shares; 2025Q2: 292,159 shares; 2025Q3: 294,238 shares; 2025Q4: 360,568 shares 360,568 $3.44M 0.24% +66,330 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: restricted; 2024Q4: 37,083 shares; 2025Q1: 26,175 shares; 2025Q2: 26,177 shares; 2025Q3: 29,986 shares; 2025Q4: 34,176 shares 34,176 $3.39M 0.24% +4,190 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: restricted; 2024Q4: 4,535 shares; 2025Q1: 5,038 shares; 2025Q2: 5,529 shares; 2025Q3: 5,790 shares; 2025Q4: 5,818 shares 5,818 $3.37M 0.24% +28 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: restricted; 2024Q4: 9,471 shares; 2025Q1: 10,228 shares; 2025Q2: 10,667 shares; 2025Q3: 11,075 shares; 2025Q4: 11,428 shares 11,428 $3.15M 0.22% +353 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,663 shares; 2025Q1: 59,623 shares; 2025Q2: 60,517 shares; 2025Q3: 61,319 shares; 2025Q4: 65,119 shares 65,119 $3.1M 0.22% +3,800 Timeline AVSC 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: restricted; 2024Q4: 45,045 shares; 2025Q1: 47,918 shares; 2025Q2: 51,608 shares; 2025Q3: 51,824 shares; 2025Q4: 51,890 shares 51,890 $3.05M 0.22% +66 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: restricted; 2024Q4: 17,723 shares; 2025Q1: 17,927 shares; 2025Q2: 18,318 shares; 2025Q3: 18,376 shares; 2025Q4: 18,597 shares 18,597 $2.98M 0.21% +221 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: restricted; 2024Q4: 70,182 shares; 2025Q1: 69,600 shares; 2025Q2: 68,559 shares; 2025Q3: 65,028 shares; 2025Q4: 64,871 shares 64,871 $2.83M 0.2% -157 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: restricted; 2024Q4: 9,459 shares; 2025Q1: 9,127 shares; 2025Q2: 8,934 shares; 2025Q3: 9,034 shares; 2025Q4: 9,079 shares 9,079 $2.77M 0.2% +45 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: restricted; 2024Q4: 18,017 shares; 2025Q1: 19,416 shares; 2025Q2: 20,369 shares; 2025Q3: 20,758 shares; 2025Q4: 21,289 shares 21,289 $2.75M 0.2% +531 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: restricted; 2024Q4: 14,627 shares; 2025Q1: 18,252 shares; 2025Q2: 18,130 shares; 2025Q3: 23,059 shares; 2025Q4: 22,105 shares 22,105 $2.66M 0.19% -954 Timeline DWAS 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: restricted; 2024Q4: 20,711 shares; 2025Q1: 23,547 shares; 2025Q2: 26,650 shares; 2025Q3: 27,180 shares; 2025Q4: 27,299 shares 27,299 $2.64M 0.19% +119 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,356 shares; 2025Q1: 65,777 shares; 2025Q2: 62,643 shares; 2025Q3: 63,506 shares; 2025Q4: 84,584 shares 84,584 $2.62M 0.19% +21,078 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: restricted; 2024Q4: 20,885 shares; 2025Q1: 33,318 shares; 2025Q2: 39,574 shares; 2025Q3: 39,571 shares; 2025Q4: 31,952 shares 31,952 $2.61M 0.19% -7,619 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: restricted; 2024Q4: 39,385 shares; 2025Q1: 47,639 shares; 2025Q2: 50,055 shares; 2025Q3: 50,914 shares; 2025Q4: 52,719 shares 52,719 $2.59M 0.18% +1,805 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: restricted; 2024Q4: 37,596 shares; 2025Q1: 33,392 shares; 2025Q2: 32,625 shares; 2025Q3: 32,280 shares; 2025Q4: 22,721 shares 22,721 $2.59M 0.18% -9,559 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,368 shares; 2025Q1: 21,468 shares; 2025Q2: 22,769 shares; 2025Q3: 23,224 shares; 2025Q4: 24,005 shares 24,005 $2.57M 0.18% +781 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: restricted; 2024Q4: 5,854 shares; 2025Q1: 7,481 shares; 2025Q2: 7,481 shares; 2025Q3: 7,503 shares; 2025Q4: 7,498 shares 7,498 $2.51M 0.18% -5 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: restricted; 2024Q4: 25,702 shares; 2025Q1: 12,572 shares; 2025Q2: 9,879 shares; 2025Q3: 9,169 shares; 2025Q4: 29,803 shares 29,803 $2.51M 0.18% +20,634 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: restricted; 2024Q4: 37,750 shares; 2025Q1: 30,267 shares; 2025Q2: 11,833 shares; 2025Q3: 11,821 shares; 2025Q4: 11,852 shares 11,852 $2.45M 0.17% +31 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114,599 shares; 2025Q1: 96,016 shares; 2025Q2: 95,459 shares; 2025Q3: 96,553 shares; 2025Q4: 135,420 shares 135,420 $2.44M 0.17% +38,867 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,927 shares; 2025Q1: 43,467 shares; 2025Q2: 42,487 shares; 2025Q3: 39,522 shares; 2025Q4: 40,437 shares 40,437 $2.43M 0.17% +915 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 74,797 shares; 2025Q2: 138,267 shares; 2025Q3: 151,833 shares; 2025Q4: 65,503 shares 65,503 $2.42M 0.17% -86,330 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: restricted; 2024Q4: 7,064 shares; 2025Q1: 7,157 shares; 2025Q2: 7,019 shares; 2025Q3: 6,793 shares; 2025Q4: 7,212 shares 7,212 $2.36M 0.17% +419 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: restricted; 2024Q4: 35,210 shares; 2025Q1: 39,403 shares; 2025Q2: 41,364 shares; 2025Q3: 42,558 shares; 2025Q4: 43,150 shares 43,150 $2.33M 0.17% +592 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: restricted; 2024Q4: 75,710 shares; 2025Q1: 71,493 shares; 2025Q2: 74,569 shares; 2025Q3: 71,702 shares; 2025Q4: 76,564 shares 76,564 $2.31M 0.16% +4,862 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: restricted; 2024Q4: 19,478 shares; 2025Q1: 20,263 shares; 2025Q2: 20,394 shares; 2025Q3: 20,435 shares; 2025Q4: 20,438 shares 20,438 $2.28M 0.16% +3 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: restricted; 2024Q4: not reported; 2025Q1: 23,477 shares; 2025Q2: 28,386 shares; 2025Q3: 28,829 shares; 2025Q4: 38,877 shares 38,877 $2.26M 0.16% +10,048 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 53,240 shares; 2025Q2: 59,092 shares; 2025Q3: 60,966 shares; 2025Q4: 43,198 shares 43,198 $2.2M 0.16% -17,768 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: restricted; 2024Q4: 4,720 shares; 2025Q1: 4,081 shares; 2025Q2: 4,270 shares; 2025Q3: 4,747 shares; 2025Q4: 4,684 shares 4,684 $2.2M 0.16% -63 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: restricted; 2024Q4: 2,642 shares; 2025Q1: 2,611 shares; 2025Q2: 2,611 shares; 2025Q3: 2,536 shares; 2025Q4: 11,253 shares 11,253 $2.2M 0.16% +8,717 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: restricted; 2024Q4: not reported; 2025Q1: 5,082 shares; 2025Q2: 5,677 shares; 2025Q3: 6,082 shares; 2025Q4: 6,088 shares 6,088 $2.13M 0.15% +6 Timeline PJAN 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: restricted; 2024Q4: not reported; 2025Q1: 43,907 shares; 2025Q2: 43,907 shares; 2025Q3: 43,907 shares; 2025Q4: 43,907 shares 43,907 $2.06M 0.15% 0 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: restricted; 2024Q4: 4,702 shares; 2025Q1: 4,706 shares; 2025Q2: 4,723 shares; 2025Q3: 6,003 shares; 2025Q4: 5,995 shares 5,995 $2.06M 0.15% -8 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,769 shares; 2025Q1: 20,855 shares; 2025Q2: 21,380 shares; 2025Q3: 21,919 shares; 2025Q4: 23,001 shares 23,001 $2.04M 0.15% +1,082 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: restricted; 2024Q4: 94,986 shares; 2025Q1: 103,657 shares; 2025Q2: 52,510 shares; 2025Q3: 54,004 shares; 2025Q4: 53,006 shares 53,006 $1.94M 0.14% -998 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,608 shares; 2025Q1: 25,795 shares; 2025Q2: 27,144 shares; 2025Q3: 27,165 shares; 2025Q4: 27,259 shares 27,259 $1.93M 0.14% +94 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,391 shares; 2025Q3: 10,998 shares; 2025Q4: 10,742 shares 10,742 $1.91M 0.14% -256 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,095 shares; 2025Q2: 68,165 shares; 2025Q3: 72,560 shares; 2025Q4: 80,892 shares 80,892 $1.89M 0.13% +8,332 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: restricted; 2024Q4: 66,183 shares; 2025Q1: 67,290 shares; 2025Q2: 69,548 shares; 2025Q3: 68,056 shares; 2025Q4: 69,053 shares 69,053 $1.88M 0.13% +997 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: restricted; 2024Q4: 52,206 shares; 2025Q1: 50,608 shares; 2025Q2: 48,842 shares; 2025Q3: 46,286 shares; 2025Q4: 46,457 shares 46,457 $1.87M 0.13% +171 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: restricted; 2024Q4: 20,389 shares; 2025Q1: 25,437 shares; 2025Q2: 25,308 shares; 2025Q3: 25,985 shares; 2025Q4: 25,986 shares 25,986 $1.84M 0.13% +1 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: restricted; 2024Q4: not reported; 2025Q1: 14,733 shares; 2025Q2: 16,391 shares; 2025Q3: 17,030 shares; 2025Q4: 12,538 shares 12,538 $1.84M 0.13% -4,492 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: restricted; 2024Q4: 15,721 shares; 2025Q1: 15,528 shares; 2025Q2: 15,564 shares; 2025Q3: 14,553 shares; 2025Q4: 14,428 shares 14,428 $1.81M 0.13% -125 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,237 shares; 2025Q1: 44,105 shares; 2025Q2: 48,106 shares; 2025Q3: 48,339 shares; 2025Q4: 48,970 shares 48,970 $1.8M 0.13% +631 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: restricted; 2024Q4: 235,060 shares; 2025Q1: 104,364 shares; 2025Q2: 76,500 shares; 2025Q3: 71,772 shares; 2025Q4: 131,062 shares 131,062 $1.72M 0.12% +59,290 Timeline CGCP 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: restricted; 2024Q4: 73,511 shares; 2025Q1: 69,393 shares; 2025Q2: 73,022 shares; 2025Q3: 69,971 shares; 2025Q4: 74,748 shares 74,748 $1.69M 0.12% +4,777 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: restricted; 2024Q4: 16,430 shares; 2025Q1: 16,654 shares; 2025Q2: 18,664 shares; 2025Q3: 18,846 shares; 2025Q4: 19,031 shares 19,031 $1.68M 0.12% +185 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: restricted; 2024Q4: 37,882 shares; 2025Q1: 47,705 shares; 2025Q2: 50,420 shares; 2025Q3: 52,814 shares; 2025Q4: 55,238 shares 55,238 $1.65M 0.12% +2,424 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: restricted; 2024Q4: not reported; 2025Q1: 10,469 shares; 2025Q2: 11,632 shares; 2025Q3: 11,350 shares; 2025Q4: 6,821 shares 6,821 $1.54M 0.11% -4,529 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: restricted; 2024Q4: 11,645 shares; 2025Q1: 13,444 shares; 2025Q2: 14,108 shares; 2025Q3: 14,579 shares; 2025Q4: 13,933 shares 13,933 $1.54M 0.11% -646 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: restricted; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.11% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,089 shares; 2025Q3: 19,377 shares; 2025Q4: 33,639 shares 33,639 $1.49M 0.11% +14,262 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,689 shares; 2025Q1: 55,159 shares; 2025Q2: 58,556 shares; 2025Q3: 61,135 shares; 2025Q4: 64,003 shares 64,003 $1.47M 0.1% +2,868 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: restricted; 2024Q4: 12,431 shares; 2025Q1: 13,877 shares; 2025Q2: 14,468 shares; 2025Q3: 13,996 shares; 2025Q4: 14,210 shares 14,210 $1.46M 0.1% +214 Timeline AOK 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: restricted; 2024Q4: not reported; 2025Q1: 28,707 shares; 2025Q2: 31,315 shares; 2025Q3: 33,333 shares; 2025Q4: 33,918 shares 33,918 $1.36M 0.1% +585 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: restricted; 2024Q4: 40,372 shares; 2025Q1: 12,548 shares; 2025Q2: 10,677 shares; 2025Q3: 10,516 shares; 2025Q4: 11,656 shares 11,656 $1.36M 0.1% +1,140 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: restricted; 2024Q4: 11,419 shares; 2025Q1: 11,636 shares; 2025Q2: 11,693 shares; 2025Q3: 11,673 shares; 2025Q4: 11,761 shares 11,761 $1.26M 0.09% +88 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,965 shares; 2025Q1: 7,965 shares; 2025Q2: 7,965 shares; 2025Q3: 8,140 shares; 2025Q4: 8,140 shares 8,140 $1.23M 0.09% 0 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: restricted; 2024Q4: 6,144 shares; 2025Q1: 6,114 shares; 2025Q2: 6,140 shares; 2025Q3: 6,148 shares; 2025Q4: 5,779 shares 5,779 $1.22M 0.09% -369 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: restricted; 2024Q4: 2,918 shares; 2025Q1: 9,431 shares; 2025Q2: 9,875 shares; 2025Q3: 10,375 shares; 2025Q4: 14,611 shares 14,611 $1.11M 0.08% +4,236 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: restricted; 2024Q4: 24,417 shares; 2025Q1: 24,290 shares; 2025Q2: 24,773 shares; 2025Q3: 24,522 shares; 2025Q4: 24,906 shares 24,906 $1.1M 0.08% +384 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,641 shares; 2025Q2: 21,410 shares; 2025Q3: 22,720 shares; 2025Q4: 23,096 shares 23,096 $1.1M 0.08% +376 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,163 shares; 2025Q1: 29,479 shares; 2025Q2: 26,800 shares; 2025Q3: 26,206 shares; 2025Q4: 26,585 shares 26,585 $1.1M 0.08% +379 Timeline IYH 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: restricted; 2024Q4: 15,940 shares; 2025Q1: 16,790 shares; 2025Q2: 16,784 shares; 2025Q3: 16,784 shares; 2025Q4: 16,784 shares 16,784 $1.09M 0.08% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,721 shares; 2025Q1: 12,802 shares; 2025Q2: 12,507 shares; 2025Q3: 12,507 shares; 2025Q4: 12,326 shares 12,326 $1.09M 0.08% -181 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,589 shares; 2025Q1: 20,638 shares; 2025Q2: 21,691 shares; 2025Q3: 22,205 shares; 2025Q4: 22,238 shares 22,238 $1.08M 0.08% +33 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: restricted; 2024Q4: 9,458 shares; 2025Q1: 9,404 shares; 2025Q2: 9,143 shares; 2025Q3: 9,011 shares; 2025Q4: 9,101 shares 9,101 $1.04M 0.07% +90 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: restricted; 2024Q4: 3,525 shares; 2025Q1: 3,563 shares; 2025Q2: 3,563 shares; 2025Q3: 3,563 shares; 2025Q4: 2,609 shares 2,609 $1.03M 0.07% -954 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: restricted; 2024Q4: 27,094 shares; 2025Q1: 27,246 shares; 2025Q2: 24,718 shares; 2025Q3: 23,837 shares; 2025Q4: 35,433 shares 35,433 $972K 0.07% +11,596 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,175 shares; 2025Q1: 10,237 shares; 2025Q2: 10,783 shares; 2025Q3: 10,587 shares; 2025Q4: 10,916 shares 10,916 $927K 0.07% +329 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: restricted; 2024Q4: 41,864 shares; 2025Q1: 43,199 shares; 2025Q2: 42,759 shares; 2025Q3: 43,421 shares; 2025Q4: 3,124 shares 3,124 $907K 0.06% -40,297 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,849 shares; 2025Q2: 15,215 shares; 2025Q3: 16,419 shares; 2025Q4: 17,635 shares 17,635 $901K 0.06% +1,216 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,330 shares; 2025Q1: 11,378 shares; 2025Q2: 12,567 shares; 2025Q3: 12,944 shares; 2025Q4: 13,031 shares 13,031 $896K 0.06% +87 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: restricted; 2024Q4: 4,872 shares; 2025Q1: 4,926 shares; 2025Q2: 4,900 shares; 2025Q3: 5,123 shares; 2025Q4: 5,145 shares 5,145 $893K 0.06% +22 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: restricted; 2024Q4: 3,489 shares; 2025Q1: 3,242 shares; 2025Q2: 3,242 shares; 2025Q3: 3,251 shares; 2025Q4: 3,251 shares 3,251 $882K 0.06% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,818 shares; 2025Q2: 20,140 shares; 2025Q3: 21,761 shares; 2025Q4: 23,326 shares 23,326 $872K 0.06% +1,565 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: restricted; 2024Q4: 1,124 shares; 2025Q1: 1,252 shares; 2025Q2: 1,251 shares; 2025Q3: 1,259 shares; 2025Q4: 1,101 shares 1,101 $830K 0.06% -158 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,100 shares; 2025Q1: 7,080 shares; 2025Q2: 7,052 shares; 2025Q3: 7,052 shares; 2025Q4: 7,056 shares 7,056 $819K 0.06% +4 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,904 shares; 2025Q3: 7,107 shares; 2025Q4: 7,575 shares 7,575 $773K 0.05% +468 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: restricted; 2024Q4: 10,023 shares; 2025Q1: 11,138 shares; 2025Q2: 11,083 shares; 2025Q3: 11,114 shares; 2025Q4: 13,325 shares 13,325 $768K 0.05% +2,211 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: restricted; 2024Q4: 14,582 shares; 2025Q1: 14,526 shares; 2025Q2: 13,858 shares; 2025Q3: 13,860 shares; 2025Q4: 13,923 shares 13,923 $766K 0.05% +63 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: restricted; 2024Q4: 25,392 shares; 2025Q1: 23,093 shares; 2025Q2: 20,896 shares; 2025Q3: 16,831 shares; 2025Q4: 16,889 shares 16,889 $751K 0.05% +58 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: restricted; 2024Q4: 13,078 shares; 2025Q1: 13,639 shares; 2025Q2: 13,470 shares; 2025Q3: 13,470 shares; 2025Q4: 13,661 shares 13,661 $748K 0.05% +191 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,569 shares; 2025Q1: 3,724 shares; 2025Q2: 3,610 shares; 2025Q3: 3,610 shares; 2025Q4: 3,601 shares 3,601 $731K 0.05% -9 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 601 shares 601 $730K 0.05% +1 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares 5,900 $714K 0.05% 0 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: restricted; 2024Q4: 4,120 shares; 2025Q1: 4,425 shares; 2025Q2: 4,425 shares; 2025Q3: 4,525 shares; 2025Q4: 3,075 shares 3,075 $676K 0.05% -1,450 Timeline DGRE 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: restricted; 2024Q4: 19,389 shares; 2025Q1: 19,489 shares; 2025Q2: 20,778 shares; 2025Q3: 21,251 shares; 2025Q4: 21,312 shares 21,312 $667K 0.05% +61 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: restricted; 2024Q4: 4,425 shares; 2025Q1: 4,421 shares; 2025Q2: 4,276 shares; 2025Q3: 4,306 shares; 2025Q4: 4,260 shares 4,260 $657K 0.05% -46 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: restricted; 2024Q4: 1,382 shares; 2025Q1: 1,382 shares; 2025Q2: 1,382 shares; 2025Q3: 1,382 shares; 2025Q4: 1,382 shares 1,382 $645K 0.05% 0 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: restricted; 2024Q4: 756 shares; 2025Q1: 758 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,028 shares 1,028 $631K 0.04% -70 Timeline IWY 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: restricted; 2024Q4: 2,604 shares; 2025Q1: 2,358 shares; 2025Q2: 2,907 shares; 2025Q3: 2,281 shares; 2025Q4: 2,279 shares 2,279 $631K 0.04% -2 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,154 shares; 2025Q1: 22,373 shares; 2025Q2: 6,205 shares; 2025Q3: 6,162 shares; 2025Q4: 6,142 shares 6,142 $628K 0.04% -20 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: restricted; 2024Q4: 1,687 shares; 2025Q1: 1,697 shares; 2025Q2: 1,697 shares; 2025Q3: 1,697 shares; 2025Q4: 3,195 shares 3,195 $612K 0.04% +1,498 Timeline EES 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: restricted; 2024Q4: 9,154 shares; 2025Q1: 9,274 shares; 2025Q2: 10,334 shares; 2025Q3: 10,563 shares; 2025Q4: 10,599 shares 10,599 $603K 0.04% +36 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: restricted; 2024Q4: 27,454 shares; 2025Q1: 25,616 shares; 2025Q2: 19,743 shares; 2025Q3: 17,342 shares; 2025Q4: 17,408 shares 17,408 $603K 0.04% +66 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: restricted; 2024Q4: 6,198 shares; 2025Q1: 5,899 shares; 2025Q2: 5,800 shares; 2025Q3: 5,856 shares; 2025Q4: 5,858 shares 5,858 $585K 0.04% +2 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 143,067 shares; 2025Q1: 30,490 shares; 2025Q2: 23,826 shares; 2025Q3: 23,826 shares; 2025Q4: 23,502 shares 23,502 $562K 0.04% -324 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,178 shares; 2025Q1: 4,687 shares; 2025Q2: 4,687 shares; 2025Q3: 4,738 shares; 2025Q4: 4,722 shares 4,722 $528K 0.04% -16 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 757 shares; 2025Q1: 757 shares; 2025Q2: 771 shares; 2025Q3: 779 shares; 2025Q4: 757 shares 757 $501K 0.04% -22 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,534 shares; 2025Q1: 1,534 shares; 2025Q2: 1,534 shares; 2025Q3: 1,534 shares; 2025Q4: 1,534 shares 1,534 $501K 0.04% 0 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: restricted; 2024Q4: 2,282 shares; 2025Q1: 2,276 shares; 2025Q2: 2,276 shares; 2025Q3: 2,276 shares; 2025Q4: 2,276 shares 2,276 $500K 0.04% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,463 shares; 2025Q1: 3,388 shares; 2025Q2: 3,387 shares; 2025Q3: 3,455 shares; 2025Q4: 3,393 shares 3,393 $473K 0.03% -62 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: restricted; 2024Q4: 7,341 shares; 2025Q1: 7,484 shares; 2025Q2: 7,486 shares; 2025Q3: 7,606 shares; 2025Q4: 10,564 shares 10,564 $472K 0.03% +2,958 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,770 shares; 2025Q2: 14,815 shares; 2025Q3: 16,768 shares; 2025Q4: 17,094 shares 17,094 $456K 0.03% +326 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 999 shares; 2025Q3: 999 shares; 2025Q4: 908 shares 908 $445K 0.03% -91 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: restricted; 2024Q4: not reported; 2025Q1: 1,724 shares; 2025Q2: 1,153 shares; 2025Q3: 1,404 shares; 2025Q4: 1,411 shares 1,411 $435K 0.03% +7 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,468 shares 5,468 $434K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,377 shares; 2025Q4: 5,309 shares 5,309 $431K 0.03% -68 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: restricted; 2024Q4: 2,628 shares; 2025Q1: 2,631 shares; 2025Q2: 2,633 shares; 2025Q3: 2,635 shares; 2025Q4: 2,640 shares 2,640 $426K 0.03% +5 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,833 shares; 2025Q1: 21,388 shares; 2025Q2: 8,606 shares; 2025Q3: 8,606 shares; 2025Q4: 8,605 shares 8,605 $419K 0.03% -1 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: restricted; 2024Q4: 4,848 shares; 2025Q1: 4,848 shares; 2025Q2: 4,848 shares; 2025Q3: 4,848 shares; 2025Q4: 4,848 shares 4,848 $410K 0.03% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,221 shares 11,221 $407K 0.03% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,088 shares; 2025Q1: 32,088 shares; 2025Q2: 23,008 shares; 2025Q3: 23,121 shares; 2025Q4: 23,121 shares 23,121 $401K 0.03% 0 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: restricted; 2024Q4: 2,568 shares; 2025Q1: 2,568 shares; 2025Q2: 2,568 shares; 2025Q3: 2,568 shares; 2025Q4: 2,568 shares 2,568 $398K 0.03% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,388 shares; 2025Q1: 1,393 shares; 2025Q2: 1,439 shares; 2025Q3: 1,444 shares; 2025Q4: 2,148 shares 2,148 $398K 0.03% +704 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: restricted; 2024Q4: 4,439 shares; 2025Q1: 4,424 shares; 2025Q2: 4,426 shares; 2025Q3: 4,429 shares; 2025Q4: 4,445 shares 4,445 $388K 0.03% +16 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: restricted; 2024Q4: 7,549 shares; 2025Q1: 8,039 shares; 2025Q2: 8,039 shares; 2025Q3: 8,139 shares; 2025Q4: 773 shares 773 $377K 0.03% -7,366 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: restricted; 2024Q4: 943 shares; 2025Q1: not reported; 2025Q2: 1,394 shares; 2025Q3: 1,074 shares; 2025Q4: 1,039 shares 1,039 $374K 0.03% -35 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: restricted; 2024Q4: 579 shares; 2025Q1: 546 shares; 2025Q2: 831 shares; 2025Q3: 856 shares; 2025Q4: 595 shares 595 $373K 0.03% -261 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,237 shares; 2025Q4: 4,257 shares 4,257 $370K 0.03% -980 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,331 shares; 2025Q1: 3,429 shares; 2025Q2: 3,322 shares; 2025Q3: 3,311 shares; 2025Q4: 3,126 shares 3,126 $367K 0.03% -185 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: restricted; 2024Q4: 17,156 shares; 2025Q1: 17,047 shares; 2025Q2: 17,093 shares; 2025Q3: 17,327 shares; 2025Q4: 4,528 shares 4,528 $365K 0.03% -12,799 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: restricted; 2024Q4: 1,153 shares; 2025Q1: 1,360 shares; 2025Q2: 1,380 shares; 2025Q3: 1,395 shares; 2025Q4: 1,226 shares 1,226 $353K 0.03% -169 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,897 shares 4,897 $342K 0.02% new 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: restricted; 2024Q4: 2,882 shares; 2025Q1: 2,827 shares; 2025Q2: 2,695 shares; 2025Q3: 2,720 shares; 2025Q4: 2,710 shares 2,710 $330K 0.02% -10 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,579 shares; 2025Q1: 3,579 shares; 2025Q2: 3,579 shares; 2025Q3: 3,579 shares; 2025Q4: 3,579 shares 3,579 $327K 0.02% 0 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: restricted; 2024Q4: 7,544 shares; 2025Q1: 7,544 shares; 2025Q2: 7,544 shares; 2025Q3: 7,544 shares; 2025Q4: 8,410 shares 8,410 $326K 0.02% +866 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,504 shares 1,504 $319K 0.02% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,216 shares 1,216 $318K 0.02% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,830 shares; 2025Q1: 4,830 shares; 2025Q2: 4,830 shares; 2025Q3: 4,830 shares; 2025Q4: 4,527 shares 4,527 $308K 0.02% -303 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,703 shares 86,703 $298K 0.02% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,279 shares; 2025Q1: 5,612 shares; 2025Q2: 4,738 shares; 2025Q3: 4,812 shares; 2025Q4: 5,063 shares 5,063 $296K 0.02% +251 Timeline POCT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,685 shares 6,685 $294K 0.02% new 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: restricted; 2024Q4: 3,558 shares; 2025Q1: 3,558 shares; 2025Q2: 3,729 shares; 2025Q3: 3,729 shares; 2025Q4: 3,686 shares 3,686 $292K 0.02% -43 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,781 shares; 2025Q1: 2,781 shares; 2025Q2: 2,781 shares; 2025Q3: 2,797 shares; 2025Q4: 2,797 shares 2,797 $291K 0.02% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,693 shares; 2025Q2: 1,693 shares; 2025Q3: 1,693 shares; 2025Q4: 1,693 shares 1,693 $287K 0.02% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,999 shares; 2025Q1: 7,436 shares; 2025Q2: 7,440 shares; 2025Q3: 7,445 shares; 2025Q4: 1,152 shares 1,152 $284K 0.02% -6,293 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: restricted; 2024Q4: 12,757 shares; 2025Q1: 14,035 shares; 2025Q2: 14,035 shares; 2025Q3: 14,036 shares; 2025Q4: 1,480 shares 1,480 $283K 0.02% -12,556 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: restricted; 2024Q4: 886 shares; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 879 shares; 2025Q4: 882 shares 882 $281K 0.02% +3 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,167 shares; 2025Q3: 4,884 shares; 2025Q4: 4,943 shares 4,943 $280K 0.02% +59 Timeline PSEP 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: restricted; 2024Q4: 6,347 shares; 2025Q1: 6,347 shares; 2025Q2: 6,137 shares; 2025Q3: 6,390 shares; 2025Q4: 6,390 shares 6,390 $279K 0.02% 0 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,916 shares; 2025Q1: 1,915 shares; 2025Q2: 1,911 shares; 2025Q3: 1,911 shares; 2025Q4: 1,911 shares 1,911 $272K 0.02% 0 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: restricted; 2024Q4: 682 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 676 shares 676 $263K 0.02% +3 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 194 shares; 2025Q4: 194 shares 194 $258K 0.02% 0 Timeline PJUL 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: restricted; 2024Q4: 5,983 shares; 2025Q1: 5,983 shares; 2025Q2: 5,983 shares; 2025Q3: 5,388 shares; 2025Q4: 5,388 shares 5,388 $250K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,729 shares 3,729 $250K 0.02% new 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: restricted; 2024Q4: 10,964 shares; 2025Q1: 10,988 shares; 2025Q2: 10,890 shares; 2025Q3: 10,896 shares; 2025Q4: 10,017 shares 10,017 $249K 0.02% -879 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,604 shares; 2025Q3: 1,729 shares; 2025Q4: 1,729 shares 1,729 $248K 0.02% 0 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: restricted; 2024Q4: 3,462 shares; 2025Q1: 3,462 shares; 2025Q2: 3,462 shares; 2025Q3: 3,462 shares; 2025Q4: 3,462 shares 3,462 $247K 0.02% 0 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: restricted; 2024Q4: 957 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares 950 $244K 0.02% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,427 shares; 2025Q4: 2,433 shares 2,433 $243K 0.02% +6 Timeline PMAY 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: restricted; 2024Q4: 6,096 shares; 2025Q1: 6,096 shares; 2025Q2: 6,109 shares; 2025Q3: 6,109 shares; 2025Q4: 6,109 shares 6,109 $242K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 827 shares; 2025Q4: 828 shares 828 $239K 0.02% +1 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,068 shares; 2025Q4: 3,026 shares 3,026 $239K 0.02% -42 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: restricted; 2024Q4: 1,304 shares; 2025Q1: 1,374 shares; 2025Q2: 1,282 shares; 2025Q3: 1,176 shares; 2025Q4: 1,183 shares 1,183 $235K 0.02% +7 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,610 shares; 2025Q1: 2,478 shares; 2025Q2: 2,478 shares; 2025Q3: 2,510 shares; 2025Q4: 2,460 shares 2,460 $235K 0.02% -50 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,458 shares; 2025Q1: 5,206 shares; 2025Q2: 5,221 shares; 2025Q3: 5,130 shares; 2025Q4: 4,984 shares 4,984 $233K 0.02% -146 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,336 shares; 2025Q3: 1,336 shares; 2025Q4: 1,290 shares 1,290 $233K 0.02% -46 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,685 shares; 2025Q1: 3,555 shares; 2025Q2: 3,279 shares; 2025Q3: 3,297 shares; 2025Q4: 3,580 shares 3,580 $228K 0.02% +283 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,680 shares; 2025Q1: 5,680 shares; 2025Q2: 5,680 shares; 2025Q3: 4,680 shares; 2025Q4: 4,680 shares 4,680 $223K 0.02% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,422 shares; 2025Q1: 3,422 shares; 2025Q2: 3,422 shares; 2025Q3: 3,422 shares; 2025Q4: 3,422 shares 3,422 $222K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,223 shares; 2025Q3: 3,057 shares; 2025Q4: 3,153 shares 3,153 $219K 0.02% +96 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,860 shares; 2025Q3: 1,860 shares; 2025Q4: 1,524 shares 1,524 $210K 0.01% -336 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 701 shares; 2025Q1: 677 shares; 2025Q2: 759 shares; 2025Q3: not reported; 2025Q4: 760 shares 760 $204K 0.01% new Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,133 shares; 2025Q4: 17,133 shares 17,133 $200K 0.01% 0 Timeline