QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,924 shares; 2024Q4: 73,816 shares; 2025Q1: 80,698 shares; 2025Q2: 123,289 shares; 2025Q3: 130,955 shares; 2025Q4: 128,573 shares 128,573 $32.5M 4.72% -2,382 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,767 shares; 2024Q4: 42,479 shares; 2025Q1: 59,212 shares; 2025Q2: 44,150 shares; 2025Q3: 41,395 shares; 2025Q4: 40,581 shares 40,581 $24.9M 3.62% -814 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: 1,376 shares; 2024Q4: 1,356 shares; 2025Q1: 34,819 shares; 2025Q2: 35,335 shares; 2025Q3: 33,510 shares; 2025Q4: 30,737 shares 30,737 $21.1M 3.06% -2,773 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,399 shares; 2024Q4: 61,479 shares; 2025Q1: 67,966 shares; 2025Q2: 69,002 shares; 2025Q3: 74,102 shares; 2025Q4: 73,396 shares 73,396 $20M 2.9% -706 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: 164,013 shares; 2024Q4: 181,912 shares; 2025Q1: 192,164 shares; 2025Q2: 187,923 shares; 2025Q3: 186,274 shares; 2025Q4: 189,315 shares 189,315 $19.4M 2.82% +3,041 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,725 shares; 2024Q4: 233,850 shares; 2025Q1: 239,946 shares; 2025Q2: 266,086 shares; 2025Q3: 268,057 shares; 2025Q4: 278,878 shares 278,878 $18.3M 2.65% +10,821 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: 27,111 shares; 2024Q4: 27,513 shares; 2025Q1: 32,461 shares; 2025Q2: 33,281 shares; 2025Q3: 34,592 shares; 2025Q4: 34,669 shares 34,669 $16.8M 2.44% +77 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: 38,657 shares; 2024Q4: 43,112 shares; 2025Q1: 72,732 shares; 2025Q2: 72,723 shares; 2025Q3: 88,486 shares; 2025Q4: 88,214 shares 88,214 $16.5M 2.39% -272 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,289 shares; 2024Q4: 99,302 shares; 2025Q1: 165,526 shares; 2025Q2: 175,324 shares; 2025Q3: 185,002 shares; 2025Q4: 197,594 shares 197,594 $14.7M 2.13% +12,592 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: 265,288 shares; 2024Q4: 265,170 shares; 2025Q1: 267,156 shares; 2025Q2: 273,091 shares; 2025Q3: 248,657 shares; 2025Q4: 332,461 shares 332,461 $14.5M 2.11% +83,804 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: 25,512 shares; 2024Q4: 24,998 shares; 2025Q1: 28,230 shares; 2025Q2: 32,898 shares; 2025Q3: 36,971 shares; 2025Q4: 30,649 shares 30,649 $13.8M 2% -6,322 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: 175,198 shares; 2024Q4: 79,946 shares; 2025Q1: 149,889 shares; 2025Q2: 152,464 shares; 2025Q3: 208,104 shares; 2025Q4: 180,569 shares 180,569 $12.5M 1.82% -27,535 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: 37,414 shares; 2024Q4: 38,245 shares; 2025Q1: 46,738 shares; 2025Q2: 47,492 shares; 2025Q3: 50,548 shares; 2025Q4: 51,096 shares 51,096 $11.8M 1.71% +548 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: 5,849 shares; 2024Q4: 6,204 shares; 2025Q1: 16,800 shares; 2025Q2: 21,032 shares; 2025Q3: 21,330 shares; 2025Q4: 18,445 shares 18,445 $11.6M 1.68% -2,885 Timeline FTGS 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: 187,351 shares; 2024Q4: 189,719 shares; 2025Q1: 193,805 shares; 2025Q2: 198,514 shares; 2025Q3: 304,891 shares; 2025Q4: 308,850 shares 308,850 $10.9M 1.59% +3,959 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,779 shares; 2024Q4: 167,776 shares; 2025Q1: 144,127 shares; 2025Q2: 134,614 shares; 2025Q3: 141,144 shares; 2025Q4: 161,093 shares 161,093 $9.55M 1.39% +19,949 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: 50,875 shares; 2024Q4: 61,674 shares; 2025Q1: 81,904 shares; 2025Q2: 84,918 shares; 2025Q3: 72,883 shares; 2025Q4: 79,567 shares 79,567 $8.11M 1.18% +6,684 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,704 shares; 2024Q4: 34,746 shares; 2025Q1: 35,318 shares; 2025Q2: 37,402 shares; 2025Q3: 42,548 shares; 2025Q4: 94,388 shares 94,388 $8.06M 1.17% +51,840 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152,461 shares; 2025Q4: 172,694 shares 172,694 $7.68M 1.12% +20,233 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,937 shares 64,937 $7.67M 1.11% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,461 shares; 2024Q4: 87,603 shares; 2025Q1: 99,747 shares; 2025Q2: 100,271 shares; 2025Q3: 102,275 shares; 2025Q4: 107,342 shares 107,342 $7.48M 1.09% +5,067 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: 66,887 shares; 2024Q4: 70,987 shares; 2025Q1: 82,145 shares; 2025Q2: 40,943 shares; 2025Q3: 184,717 shares; 2025Q4: 179,188 shares 179,188 $6.87M 1% -5,529 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,056 shares; 2024Q4: 14,149 shares; 2025Q1: 42,243 shares; 2025Q2: 41,802 shares; 2025Q3: 40,980 shares; 2025Q4: 38,688 shares 38,688 $6.86M 1% -2,292 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: 13,457 shares; 2024Q4: 13,704 shares; 2025Q1: 19,011 shares; 2025Q2: 19,256 shares; 2025Q3: 21,088 shares; 2025Q4: 21,525 shares 21,525 $6.74M 0.98% +437 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,854 shares; 2024Q4: 96,066 shares; 2025Q1: 65,966 shares; 2025Q2: 81,134 shares; 2025Q3: 83,181 shares; 2025Q4: 88,011 shares 88,011 $6.61M 0.96% +4,830 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: 13,136 shares; 2024Q4: 13,350 shares; 2025Q1: 17,017 shares; 2025Q2: 18,131 shares; 2025Q3: 17,085 shares; 2025Q4: 17,865 shares 17,865 $5.76M 0.84% +780 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: 29,654 shares; 2024Q4: 30,514 shares; 2025Q1: 48,200 shares; 2025Q2: 48,088 shares; 2025Q3: 46,431 shares; 2025Q4: 47,023 shares 47,023 $5.65M 0.82% +592 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136,297 shares; 2025Q4: 163,893 shares 163,893 $5.61M 0.82% +27,596 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: 75,366 shares; 2024Q4: 76,631 shares; 2025Q1: 98,456 shares; 2025Q2: 95,105 shares; 2025Q3: 81,376 shares; 2025Q4: 94,187 shares 94,187 $5.3M 0.77% +12,811 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,980 shares; 2025Q4: 120,342 shares 120,342 $5.13M 0.74% +23,362 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: 5,752 shares; 2024Q4: 5,999 shares; 2025Q1: 13,826 shares; 2025Q2: 16,158 shares; 2025Q3: 15,537 shares; 2025Q4: 14,795 shares 14,795 $5.12M 0.74% -742 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,219 shares; 2025Q4: 48,785 shares 48,785 $5.09M 0.74% +31,566 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: 28,837 shares; 2024Q4: 30,047 shares; 2025Q1: 47,641 shares; 2025Q2: 49,020 shares; 2025Q3: 27,956 shares; 2025Q4: 25,030 shares 25,030 $4.97M 0.72% -2,926 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: 2,349 shares; 2024Q4: 2,594 shares; 2025Q1: 8,656 shares; 2025Q2: 10,261 shares; 2025Q3: 9,461 shares; 2025Q4: 9,678 shares 9,678 $4.86M 0.71% +217 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,933 shares; 2024Q4: 82,662 shares; 2025Q1: 82,934 shares; 2025Q2: 83,772 shares; 2025Q3: 46,679 shares; 2025Q4: 51,515 shares 51,515 $4.77M 0.69% +4,836 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: 10,917 shares; 2024Q4: 11,812 shares; 2025Q1: 13,755 shares; 2025Q2: 14,456 shares; 2025Q3: 13,995 shares; 2025Q4: 32,311 shares 32,311 $4.63M 0.67% +18,316 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: 29,859 shares; 2024Q4: 120,188 shares; 2025Q1: 126,180 shares; 2025Q2: 127,373 shares; 2025Q3: 130,661 shares; 2025Q4: 141,898 shares 141,898 $4.63M 0.67% +11,237 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,631 shares; 2025Q2: 35,661 shares; 2025Q3: 23,806 shares; 2025Q4: 29,158 shares 29,158 $4.57M 0.66% +5,352 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: 7,095 shares; 2024Q4: 7,403 shares; 2025Q1: 29,643 shares; 2025Q2: 24,396 shares; 2025Q3: 32,983 shares; 2025Q4: 20,930 shares 20,930 $4.43M 0.64% -12,053 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,170 shares; 2024Q4: 111,891 shares; 2025Q1: 120,527 shares; 2025Q2: 125,092 shares; 2025Q3: 131,422 shares; 2025Q4: 145,899 shares 145,899 $4.32M 0.63% +14,477 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: 15,051 shares; 2024Q4: 15,444 shares; 2025Q1: 32,186 shares; 2025Q2: 33,057 shares; 2025Q3: 33,746 shares; 2025Q4: 32,999 shares 32,999 $3.97M 0.58% -747 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: 16,650 shares; 2024Q4: 16,380 shares; 2025Q1: 17,985 shares; 2025Q2: 19,035 shares; 2025Q3: 20,035 shares; 2025Q4: 20,629 shares 20,629 $3.95M 0.57% +594 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,655 shares; 2024Q4: 29,502 shares; 2025Q1: 28,917 shares; 2025Q2: 30,992 shares; 2025Q3: 31,478 shares; 2025Q4: 31,817 shares 31,817 $3.77M 0.55% +339 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: 59,911 shares; 2024Q4: 62,573 shares; 2025Q1: 63,542 shares; 2025Q2: 62,365 shares; 2025Q3: 62,238 shares; 2025Q4: 64,748 shares 64,748 $3.73M 0.54% +2,510 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: 3,031 shares; 2024Q4: 3,132 shares; 2025Q1: 3,167 shares; 2025Q2: 3,535 shares; 2025Q3: 3,884 shares; 2025Q4: 3,472 shares 3,472 $3.73M 0.54% -412 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,403 shares; 2024Q4: 86,300 shares; 2025Q1: 83,086 shares; 2025Q2: 80,334 shares; 2025Q3: 80,101 shares; 2025Q4: 79,352 shares 79,352 $3.66M 0.53% -749 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: 43,356 shares; 2024Q4: 37,168 shares; 2025Q1: 56,563 shares; 2025Q2: 57,444 shares; 2025Q3: 56,396 shares; 2025Q4: 54,847 shares 54,847 $3.62M 0.53% -1,549 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,322 shares; 2025Q4: 99,614 shares 99,614 $3.58M 0.52% +7,292 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: 3,465 shares; 2024Q4: 3,563 shares; 2025Q1: 4,466 shares; 2025Q2: 4,940 shares; 2025Q3: 5,648 shares; 2025Q4: 5,367 shares 5,367 $3.54M 0.51% -281 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: 133,989 shares; 2024Q4: 133,503 shares; 2025Q1: 143,241 shares; 2025Q2: 140,130 shares; 2025Q3: 136,796 shares; 2025Q4: 133,773 shares 133,773 $3.32M 0.48% -3,023 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: 7,339 shares; 2024Q4: 7,375 shares; 2025Q1: 10,358 shares; 2025Q2: 11,698 shares; 2025Q3: 12,253 shares; 2025Q4: 12,117 shares 12,117 $3.21M 0.47% -136 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,975 shares 20,975 $3.21M 0.47% new Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,326 shares; 2025Q3: 11,411 shares; 2025Q4: 11,066 shares 11,066 $3.08M 0.45% -345 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 10,063 shares; 2025Q1: 10,258 shares; 2025Q2: 9,887 shares; 2025Q3: 9,809 shares; 2025Q4: 9,924 shares 9,924 $3M 0.44% +115 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,718 shares; 2024Q4: 62,527 shares; 2025Q1: 33,456 shares; 2025Q2: 30,060 shares; 2025Q3: 29,546 shares; 2025Q4: 28,720 shares 28,720 $2.99M 0.43% -826 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,191 shares; 2024Q4: 10,112 shares; 2025Q1: 10,241 shares; 2025Q2: 10,241 shares; 2025Q3: 10,289 shares; 2025Q4: 10,377 shares 10,377 $2.9M 0.42% +88 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,596 shares; 2024Q4: 4,762 shares; 2025Q1: 5,365 shares; 2025Q2: 5,838 shares; 2025Q3: 6,523 shares; 2025Q4: 6,680 shares 6,680 $2.82M 0.41% +157 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,977 shares; 2024Q4: 11,492 shares; 2025Q1: 13,457 shares; 2025Q2: 13,293 shares; 2025Q3: 13,214 shares; 2025Q4: 13,493 shares 13,493 $2.79M 0.41% +279 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,426 shares; 2025Q2: 45,678 shares; 2025Q3: 46,393 shares; 2025Q4: 67,450 shares 67,450 $2.75M 0.4% +21,057 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,153 shares; 2024Q4: 36,726 shares; 2025Q1: 55,741 shares; 2025Q2: 68,091 shares; 2025Q3: 67,367 shares; 2025Q4: 69,433 shares 69,433 $2.73M 0.4% +2,066 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 2,360 shares; 2025Q1: 2,651 shares; 2025Q2: 2,861 shares; 2025Q3: 2,914 shares; 2025Q4: 2,979 shares 2,979 $2.62M 0.38% +65 Timeline RDVI 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: 81,575 shares; 2024Q4: 80,865 shares; 2025Q1: 86,344 shares; 2025Q2: 88,130 shares; 2025Q3: 88,397 shares; 2025Q4: 99,423 shares 99,423 $2.61M 0.38% +11,026 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,509 shares; 2025Q1: 12,148 shares; 2025Q2: 15,220 shares; 2025Q3: 15,249 shares; 2025Q4: 15,209 shares 15,209 $2.6M 0.38% -40 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,740 shares; 2024Q4: 7,073 shares; 2025Q1: 8,918 shares; 2025Q2: 8,350 shares; 2025Q3: 8,598 shares; 2025Q4: 7,885 shares 7,885 $2.47M 0.36% -713 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: 2,703 shares; 2024Q4: 2,823 shares; 2025Q1: 3,768 shares; 2025Q2: 4,159 shares; 2025Q3: 4,255 shares; 2025Q4: 4,263 shares 4,263 $2.47M 0.36% +8 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,238 shares; 2024Q4: 6,314 shares; 2025Q1: 6,972 shares; 2025Q2: 7,284 shares; 2025Q3: 7,097 shares; 2025Q4: 7,175 shares 7,175 $2.47M 0.36% +78 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: 610 shares; 2024Q4: 1,899 shares; 2025Q1: 5,027 shares; 2025Q2: 4,578 shares; 2025Q3: 4,842 shares; 2025Q4: 4,880 shares 4,880 $2.38M 0.35% +38 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,184 shares; 2025Q3: 49,224 shares; 2025Q4: 59,818 shares 59,818 $2.37M 0.34% +10,594 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: not reported; 2024Q4: not reported; 2025Q1: 23,415 shares; 2025Q2: 23,677 shares; 2025Q3: 21,910 shares; 2025Q4: 20,299 shares 20,299 $2.37M 0.34% -1,611 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: 29,429 shares; 2024Q4: 29,879 shares; 2025Q1: 43,179 shares; 2025Q2: 43,250 shares; 2025Q3: 43,939 shares; 2025Q4: 42,983 shares 42,983 $2.36M 0.34% -956 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,057 shares; 2024Q4: 69,081 shares; 2025Q1: 67,756 shares; 2025Q2: 65,349 shares; 2025Q3: 74,622 shares; 2025Q4: 86,629 shares 86,629 $2.3M 0.33% +12,007 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: 42,285 shares; 2024Q4: 33,856 shares; 2025Q1: 33,227 shares; 2025Q2: 35,534 shares; 2025Q3: 28,750 shares; 2025Q4: 18,575 shares 18,575 $2.29M 0.33% -10,175 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,734 shares; 2025Q2: 14,913 shares; 2025Q3: 14,915 shares; 2025Q4: 14,994 shares 14,994 $2.28M 0.33% +79 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: 6,150 shares; 2024Q4: 5,784 shares; 2025Q1: 8,679 shares; 2025Q2: 8,830 shares; 2025Q3: 8,820 shares; 2025Q4: 9,591 shares 9,591 $2.19M 0.32% +771 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: 215,829 shares; 2024Q4: 181,260 shares; 2025Q1: 175,200 shares; 2025Q2: 175,451 shares; 2025Q3: 173,834 shares; 2025Q4: 164,982 shares 164,982 $2.16M 0.31% -8,852 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,089 shares; 2025Q2: 24,558 shares; 2025Q3: 25,453 shares; 2025Q4: 18,502 shares 18,502 $2.12M 0.31% -6,951 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,183 shares; 2025Q1: 1,568 shares; 2025Q2: 1,738 shares; 2025Q3: 1,754 shares; 2025Q4: 1,899 shares 1,899 $2.03M 0.3% +145 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,413 shares; 2025Q1: 5,649 shares; 2025Q2: 8,298 shares; 2025Q3: 7,649 shares; 2025Q4: 33,594 shares 33,594 $1.97M 0.29% +25,945 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: 15,124 shares; 2024Q4: 13,915 shares; 2025Q1: 7,099 shares; 2025Q2: 6,316 shares; 2025Q3: 6,641 shares; 2025Q4: 5,817 shares 5,817 $1.95M 0.28% -824 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: 3,828 shares; 2024Q4: 3,907 shares; 2025Q1: 12,472 shares; 2025Q2: 13,068 shares; 2025Q3: 13,231 shares; 2025Q4: 12,595 shares 12,595 $1.94M 0.28% -636 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: 43,755 shares; 2024Q4: 43,114 shares; 2025Q1: 41,134 shares; 2025Q2: 45,410 shares; 2025Q3: 42,609 shares; 2025Q4: 36,110 shares 36,110 $1.93M 0.28% -6,499 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: 5,459 shares; 2024Q4: 5,800 shares; 2025Q1: 9,272 shares; 2025Q2: 9,417 shares; 2025Q3: 10,699 shares; 2025Q4: 10,392 shares 10,392 $1.91M 0.28% -307 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: 2,932 shares; 2024Q4: 3,117 shares; 2025Q1: 5,833 shares; 2025Q2: 5,898 shares; 2025Q3: 5,837 shares; 2025Q4: 5,820 shares 5,820 $1.91M 0.28% -17 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: 12,587 shares; 2024Q4: 12,111 shares; 2025Q1: 14,635 shares; 2025Q2: 15,730 shares; 2025Q3: not reported; 2025Q4: 16,483 shares 16,483 $1.88M 0.27% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,348 shares; 2024Q4: 4,468 shares; 2025Q1: 5,630 shares; 2025Q2: 5,668 shares; 2025Q3: 5,896 shares; 2025Q4: 6,040 shares 6,040 $1.85M 0.27% +144 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,714 shares; 2025Q1: 9,795 shares; 2025Q2: 9,975 shares; 2025Q3: 9,685 shares; 2025Q4: 9,300 shares 9,300 $1.81M 0.26% -385 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 4,288 shares; 2025Q1: 4,483 shares; 2025Q2: 5,030 shares; 2025Q3: 5,032 shares; 2025Q4: 5,135 shares 5,135 $1.8M 0.26% +103 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: 1,208 shares; 2024Q4: 1,272 shares; 2025Q1: 1,389 shares; 2025Q2: 2,057 shares; 2025Q3: 3,088 shares; 2025Q4: 3,176 shares 3,176 $1.8M 0.26% +88 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: 14,488 shares; 2024Q4: 13,865 shares; 2025Q1: 26,939 shares; 2025Q2: 26,617 shares; 2025Q3: 24,284 shares; 2025Q4: 23,200 shares 23,200 $1.79M 0.26% -1,084 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: 42,573 shares; 2024Q4: 41,195 shares; 2025Q1: 33,621 shares; 2025Q2: 37,341 shares; 2025Q3: 42,383 shares; 2025Q4: 42,990 shares 42,990 $1.73M 0.25% +607 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,677 shares; 2024Q4: 5,934 shares; 2025Q1: 7,165 shares; 2025Q2: 7,801 shares; 2025Q3: 9,129 shares; 2025Q4: 9,332 shares 9,332 $1.72M 0.25% +203 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: 4,519 shares; 2024Q4: 4,807 shares; 2025Q1: 5,322 shares; 2025Q2: 5,655 shares; 2025Q3: 7,340 shares; 2025Q4: 7,900 shares 7,900 $1.69M 0.25% +560 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,863 shares; 2025Q1: 6,289 shares; 2025Q2: 6,057 shares; 2025Q3: 7,446 shares; 2025Q4: 2,477 shares 2,477 $1.69M 0.25% -4,969 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,769 shares; 2024Q4: 8,032 shares; 2025Q1: 10,953 shares; 2025Q2: 11,995 shares; 2025Q3: 9,449 shares; 2025Q4: 9,493 shares 9,493 $1.69M 0.24% +44 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,058 shares; 2025Q2: 17,944 shares; 2025Q3: 19,013 shares; 2025Q4: 17,894 shares 17,894 $1.67M 0.24% -1,119 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,772 shares; 2024Q4: 5,772 shares; 2025Q1: 5,772 shares; 2025Q2: 5,772 shares; 2025Q3: 5,772 shares; 2025Q4: 11,544 shares 11,544 $1.66M 0.24% +5,772 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,335 shares; 2025Q3: not reported; 2025Q4: 22,700 shares 22,700 $1.65M 0.24% new Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,692 shares; 2024Q4: 214,098 shares; 2025Q1: 188,401 shares; 2025Q2: 185,050 shares; 2025Q3: 46,332 shares; 2025Q4: 37,109 shares 37,109 $1.65M 0.24% -9,223 Timeline RFG 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: 33,770 shares; 2024Q4: 31,155 shares; 2025Q1: 30,220 shares; 2025Q2: 31,395 shares; 2025Q3: 30,070 shares; 2025Q4: 30,585 shares 30,585 $1.6M 0.23% +515 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: 12,518 shares; 2024Q4: 14,191 shares; 2025Q1: 14,170 shares; 2025Q2: 15,426 shares; 2025Q3: 18,327 shares; 2025Q4: 18,094 shares 18,094 $1.59M 0.23% -233 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: 3,502 shares; 2024Q4: 3,470 shares; 2025Q1: 3,842 shares; 2025Q2: 5,300 shares; 2025Q3: 5,674 shares; 2025Q4: 4,771 shares 4,771 $1.57M 0.23% -903 Timeline FELC 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: 100,555 shares; 2024Q4: 103,779 shares; 2025Q1: 117,266 shares; 2025Q2: 151,857 shares; 2025Q3: 35,405 shares; 2025Q4: 41,177 shares 41,177 $1.57M 0.23% +5,772 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,977 shares; 2024Q4: 3,993 shares; 2025Q1: 4,089 shares; 2025Q2: 5,793 shares; 2025Q3: 5,826 shares; 2025Q4: 7,908 shares 7,908 $1.54M 0.22% +2,082 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: 8,387 shares; 2024Q4: 8,809 shares; 2025Q1: 125,462 shares; 2025Q2: 11,404 shares; 2025Q3: 11,739 shares; 2025Q4: 12,259 shares 12,259 $1.54M 0.22% +520 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 977 shares; 2025Q1: 2,548 shares; 2025Q2: 2,765 shares; 2025Q3: 3,194 shares; 2025Q4: 3,086 shares 3,086 $1.49M 0.22% -108 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: 11,342 shares; 2024Q4: 11,283 shares; 2025Q1: 13,946 shares; 2025Q2: 13,873 shares; 2025Q3: 13,695 shares; 2025Q4: 13,242 shares 13,242 $1.48M 0.21% -453 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,931 shares; 2025Q4: 28,869 shares 28,869 $1.4M 0.2% +938 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,510 shares; 2025Q2: 1,533 shares; 2025Q3: 1,460 shares; 2025Q4: 1,310 shares 1,310 $1.4M 0.2% -150 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,373 shares; 2024Q4: 29,653 shares; 2025Q1: 30,445 shares; 2025Q2: 34,090 shares; 2025Q3: 27,424 shares; 2025Q4: 26,599 shares 26,599 $1.35M 0.2% -825 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,252 shares; 2024Q4: 20,197 shares; 2025Q1: 20,096 shares; 2025Q2: 18,628 shares; 2025Q3: 18,694 shares; 2025Q4: 19,615 shares 19,615 $1.32M 0.19% +921 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: 590 shares; 2024Q4: 582 shares; 2025Q1: 2,184 shares; 2025Q2: 2,258 shares; 2025Q3: 2,288 shares; 2025Q4: 2,262 shares 2,262 $1.3M 0.19% -26 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,235 shares; 2024Q4: 8,436 shares; 2025Q1: 8,373 shares; 2025Q2: 9,610 shares; 2025Q3: 9,596 shares; 2025Q4: 9,565 shares 9,565 $1.29M 0.19% -31 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,577 shares; 2024Q4: 3,677 shares; 2025Q1: 3,802 shares; 2025Q2: 4,742 shares; 2025Q3: 6,172 shares; 2025Q4: 6,189 shares 6,189 $1.29M 0.19% +17 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,515 shares; 2024Q4: 6,894 shares; 2025Q1: 7,250 shares; 2025Q2: 7,192 shares; 2025Q3: 7,014 shares; 2025Q4: 6,402 shares 6,402 $1.28M 0.19% -612 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,513 shares; 2025Q2: 21,158 shares; 2025Q3: 24,086 shares; 2025Q4: 23,840 shares 23,840 $1.26M 0.18% -246 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: 3,936 shares; 2024Q4: 4,564 shares; 2025Q1: 11,853 shares; 2025Q2: 12,835 shares; 2025Q3: 15,576 shares; 2025Q4: 17,759 shares 17,759 $1.24M 0.18% +2,183 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,707 shares; 2025Q2: 12,880 shares; 2025Q3: 11,446 shares; 2025Q4: 10,758 shares 10,758 $1.23M 0.18% -688 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: 5,443 shares; 2024Q4: 5,282 shares; 2025Q1: 4,550 shares; 2025Q2: 4,201 shares; 2025Q3: 4,222 shares; 2025Q4: 4,214 shares 4,214 $1.22M 0.18% -8 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,513 shares; 2024Q4: 11,509 shares; 2025Q1: 13,632 shares; 2025Q2: 15,393 shares; 2025Q3: 14,419 shares; 2025Q4: 15,208 shares 15,208 $1.22M 0.18% +789 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,953 shares 31,953 $1.22M 0.18% new Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,230 shares; 2024Q4: 23,795 shares; 2025Q1: 27,733 shares; 2025Q2: 26,457 shares; 2025Q3: 32,049 shares; 2025Q4: 22,746 shares 22,746 $1.21M 0.18% -9,303 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,173 shares; 2024Q4: 81,134 shares; 2025Q1: 88,303 shares; 2025Q2: 90,449 shares; 2025Q3: 62,706 shares; 2025Q4: 13,366 shares 13,366 $1.2M 0.17% -49,340 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,360 shares; 2024Q4: 8,209 shares; 2025Q1: 8,032 shares; 2025Q2: 14,877 shares; 2025Q3: 14,859 shares; 2025Q4: 14,922 shares 14,922 $1.19M 0.17% +63 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: 3,269 shares; 2024Q4: 3,451 shares; 2025Q1: 3,617 shares; 2025Q2: 4,328 shares; 2025Q3: 4,545 shares; 2025Q4: 4,214 shares 4,214 $1.13M 0.16% -331 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,638 shares; 2024Q4: 9,254 shares; 2025Q1: 9,941 shares; 2025Q2: 9,206 shares; 2025Q3: 9,051 shares; 2025Q4: 8,752 shares 8,752 $1.11M 0.16% -299 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: 1,530 shares; 2024Q4: not reported; 2025Q1: 9,671 shares; 2025Q2: 10,390 shares; 2025Q3: 10,547 shares; 2025Q4: 10,652 shares 10,652 $1.06M 0.15% +105 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,744 shares; 2024Q4: 2,830 shares; 2025Q1: 2,680 shares; 2025Q2: 2,951 shares; 2025Q3: 2,967 shares; 2025Q4: 3,674 shares 3,674 $1.05M 0.15% +707 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,689 shares; 2025Q3: 9,228 shares; 2025Q4: 10,855 shares 10,855 $1.04M 0.15% +1,627 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: not reported; 2024Q4: not reported; 2025Q1: 5,620 shares; 2025Q2: 5,238 shares; 2025Q3: 5,239 shares; 2025Q4: 5,423 shares 5,423 $1.04M 0.15% +184 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 548 shares; 2025Q1: 588 shares; 2025Q2: 998 shares; 2025Q3: 1,013 shares; 2025Q4: 1,131 shares 1,131 $1.03M 0.15% +118 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,066 shares; 2024Q4: 31,695 shares; 2025Q1: 21,155 shares; 2025Q2: 10,355 shares; 2025Q3: 10,355 shares; 2025Q4: 9,890 shares 9,890 $1.02M 0.15% -465 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: 1,773 shares; 2024Q4: 1,949 shares; 2025Q1: 2,247 shares; 2025Q2: 3,387 shares; 2025Q3: 3,389 shares; 2025Q4: 3,115 shares 3,115 $992K 0.14% -274 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: 3,787 shares; 2024Q4: 3,787 shares; 2025Q1: 3,787 shares; 2025Q2: 6,161 shares; 2025Q3: 6,393 shares; 2025Q4: 5,711 shares 5,711 $991K 0.14% -682 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: 8,648 shares; 2024Q4: 9,131 shares; 2025Q1: 11,275 shares; 2025Q2: 11,392 shares; 2025Q3: 11,443 shares; 2025Q4: 11,247 shares 11,247 $981K 0.14% -196 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: 1,373 shares; 2025Q1: 1,375 shares; 2025Q2: 1,868 shares; 2025Q3: 1,878 shares; 2025Q4: 1,880 shares 1,880 $960K 0.14% +2 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,344 shares; 2024Q4: 5,676 shares; 2025Q1: 6,646 shares; 2025Q2: 6,875 shares; 2025Q3: 7,295 shares; 2025Q4: 7,567 shares 7,567 $952K 0.14% +272 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,214 shares; 2025Q2: 8,136 shares; 2025Q3: 7,706 shares; 2025Q4: 6,925 shares 6,925 $947K 0.14% -781 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: 8,519 shares; 2024Q4: 8,559 shares; 2025Q1: 12,075 shares; 2025Q2: 11,185 shares; 2025Q3: 9,354 shares; 2025Q4: 8,903 shares 8,903 $937K 0.14% -451 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 1,313 shares; 2025Q1: 1,487 shares; 2025Q2: 2,037 shares; 2025Q3: 2,021 shares; 2025Q4: 3,836 shares 3,836 $931K 0.14% +1,815 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: 2,725 shares; 2024Q4: 2,835 shares; 2025Q1: 3,617 shares; 2025Q2: 5,055 shares; 2025Q3: 5,997 shares; 2025Q4: 6,077 shares 6,077 $926K 0.13% +80 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,210 shares 13,210 $922K 0.13% new Timeline SPGM 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: 4,978 shares; 2024Q4: 8,765 shares; 2025Q1: 8,575 shares; 2025Q2: 9,339 shares; 2025Q3: 11,298 shares; 2025Q4: 11,897 shares 11,897 $913K 0.13% +599 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 1,936 shares; 2025Q1: 7,662 shares; 2025Q2: 7,378 shares; 2025Q3: 7,220 shares; 2025Q4: 6,853 shares 6,853 $909K 0.13% -367 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,866 shares; 2025Q2: 9,862 shares; 2025Q3: 9,557 shares; 2025Q4: 9,590 shares 9,590 $894K 0.13% +33 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: 982 shares; 2024Q4: 980 shares; 2025Q1: 1,012 shares; 2025Q2: 1,114 shares; 2025Q3: 1,084 shares; 2025Q4: 1,032 shares 1,032 $890K 0.13% -52 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,440 shares; 2025Q1: 1,476 shares; 2025Q2: 2,012 shares; 2025Q3: 2,047 shares; 2025Q4: 2,075 shares 2,075 $885K 0.13% +28 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,225 shares; 2024Q4: not reported; 2025Q1: 25,678 shares; 2025Q2: 25,207 shares; 2025Q3: 18,833 shares; 2025Q4: 13,318 shares 13,318 $878K 0.13% -5,515 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,250 shares; 2025Q1: 9,466 shares; 2025Q2: 11,724 shares; 2025Q3: 14,010 shares; 2025Q4: 17,030 shares 17,030 $877K 0.13% +3,020 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,199 shares; 2025Q2: 1,740 shares; 2025Q3: 1,903 shares; 2025Q4: 1,864 shares 1,864 $874K 0.13% -39 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 385 shares; 2025Q1: 654 shares; 2025Q2: 668 shares; 2025Q3: 774 shares; 2025Q4: 994 shares 994 $874K 0.13% +220 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,704 shares; 2025Q2: 6,704 shares; 2025Q3: 6,518 shares; 2025Q4: 5,860 shares 5,860 $871K 0.13% -658 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,310 shares; 2025Q3: 19,104 shares; 2025Q4: 17,599 shares 17,599 $870K 0.13% -1,505 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,328 shares; 2024Q4: 17,139 shares; 2025Q1: 20,858 shares; 2025Q2: 21,340 shares; 2025Q3: 22,229 shares; 2025Q4: 22,917 shares 22,917 $852K 0.12% +688 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,970 shares; 2025Q2: 4,850 shares; 2025Q3: 4,678 shares; 2025Q4: 4,787 shares 4,787 $851K 0.12% +109 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 670 shares; 2025Q1: 955 shares; 2025Q2: 1,033 shares; 2025Q3: 1,015 shares; 2025Q4: 5,528 shares 5,528 $847K 0.12% +4,513 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: not reported; 2024Q4: not reported; 2025Q1: 10,789 shares; 2025Q2: 10,794 shares; 2025Q3: 11,011 shares; 2025Q4: 10,538 shares 10,538 $845K 0.12% -473 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: 7,921 shares; 2024Q4: 8,149 shares; 2025Q1: 11,196 shares; 2025Q2: 10,003 shares; 2025Q3: 6,609 shares; 2025Q4: 5,770 shares 5,770 $828K 0.12% -839 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,680 shares; 2024Q4: 16,965 shares; 2025Q1: 17,591 shares; 2025Q2: 17,613 shares; 2025Q3: 17,636 shares; 2025Q4: 15,715 shares 15,715 $827K 0.12% -1,921 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,000 shares; 2025Q1: 2,427 shares; 2025Q2: 3,181 shares; 2025Q3: 3,858 shares; 2025Q4: 3,946 shares 3,946 $820K 0.12% +88 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 473 shares; 2025Q1: 710 shares; 2025Q2: 974 shares; 2025Q3: 983 shares; 2025Q4: 973 shares 973 $788K 0.11% -10 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,755 shares; 2024Q4: 6,849 shares; 2025Q1: 7,225 shares; 2025Q2: 7,306 shares; 2025Q3: 7,774 shares; 2025Q4: 8,452 shares 8,452 $781K 0.11% +678 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,748 shares; 2024Q4: 35,854 shares; 2025Q1: 34,693 shares; 2025Q2: 42,148 shares; 2025Q3: 7,967 shares; 2025Q4: 7,839 shares 7,839 $778K 0.11% -128 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 1,234 shares; 2025Q1: 1,964 shares; 2025Q2: 2,287 shares; 2025Q3: 2,405 shares; 2025Q4: 2,549 shares 2,549 $775K 0.11% +144 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: 8,690 shares; 2024Q4: 8,961 shares; 2025Q1: 10,523 shares; 2025Q2: 11,816 shares; 2025Q3: 13,809 shares; 2025Q4: 9,749 shares 9,749 $770K 0.11% -4,060 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: 7,104 shares; 2024Q4: 7,261 shares; 2025Q1: 7,654 shares; 2025Q2: 7,802 shares; 2025Q3: 8,354 shares; 2025Q4: 9,097 shares 9,097 $770K 0.11% +743 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,139 shares; 2024Q4: 20,566 shares; 2025Q1: 19,571 shares; 2025Q2: 19,571 shares; 2025Q3: 19,298 shares; 2025Q4: 19,298 shares 19,298 $764K 0.11% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,811 shares; 2024Q4: 1,811 shares; 2025Q1: 2,026 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: 2,017 shares 2,017 $746K 0.11% -3 Timeline EQRR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,283 shares; 2024Q4: 11,881 shares; 2025Q1: 11,643 shares; 2025Q2: 11,562 shares; 2025Q3: 11,381 shares; 2025Q4: 11,427 shares 11,427 $735K 0.11% +46 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: 1,368 shares; 2024Q4: 1,375 shares; 2025Q1: 4,592 shares; 2025Q2: 3,972 shares; 2025Q3: 3,884 shares; 2025Q4: 4,287 shares 4,287 $733K 0.11% +403 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 3,123 shares; 2025Q1: 3,214 shares; 2025Q2: 3,214 shares; 2025Q3: 3,058 shares; 2025Q4: 6,116 shares 6,116 $730K 0.11% +3,058 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,720 shares; 2025Q4: 14,580 shares 14,580 $730K 0.11% -140 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,322 shares; 2025Q4: 8,128 shares 8,128 $719K 0.1% +1,806 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,038 shares; 2024Q4: 7,164 shares; 2025Q1: 9,587 shares; 2025Q2: 9,809 shares; 2025Q3: 10,117 shares; 2025Q4: 10,043 shares 10,043 $697K 0.1% -74 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,348 shares; 2024Q4: 7,671 shares; 2025Q1: 8,116 shares; 2025Q2: 16,154 shares; 2025Q3: 16,511 shares; 2025Q4: 17,052 shares 17,052 $684K 0.1% +541 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: 1,546 shares; 2024Q4: 1,487 shares; 2025Q1: 1,625 shares; 2025Q2: 1,630 shares; 2025Q3: 1,646 shares; 2025Q4: 1,703 shares 1,703 $675K 0.1% +57 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,356 shares; 2025Q4: 4,356 shares 4,356 $669K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,840 shares 1,840 $663K 0.1% new 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: 697 shares; 2024Q4: not reported; 2025Q1: 1,693 shares; 2025Q2: 1,801 shares; 2025Q3: 1,980 shares; 2025Q4: 1,939 shares 1,939 $653K 0.09% -41 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,533 shares; 2025Q2: 17,533 shares; 2025Q3: 18,128 shares; 2025Q4: 18,100 shares 18,100 $639K 0.09% -28 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,404 shares; 2024Q4: 4,336 shares; 2025Q1: 6,457 shares; 2025Q2: 6,361 shares; 2025Q3: 5,454 shares; 2025Q4: 6,620 shares 6,620 $636K 0.09% +1,166 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,356 shares; 2024Q4: 35,386 shares; 2025Q1: 36,208 shares; 2025Q2: 38,039 shares; 2025Q3: 38,072 shares; 2025Q4: 38,357 shares 38,357 $633K 0.09% +285 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: 15,603 shares; 2024Q4: 15,586 shares; 2025Q1: 15,467 shares; 2025Q2: 14,860 shares; 2025Q3: 14,003 shares; 2025Q4: 13,486 shares 13,486 $631K 0.09% -517 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,621 shares; 2024Q4: 5,621 shares; 2025Q1: 5,621 shares; 2025Q2: 5,621 shares; 2025Q3: 5,481 shares; 2025Q4: 5,481 shares 5,481 $620K 0.09% 0 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: 2,168 shares; 2024Q4: 2,020 shares; 2025Q1: 2,019 shares; 2025Q2: 2,035 shares; 2025Q3: 2,069 shares; 2025Q4: 2,091 shares 2,091 $619K 0.09% +22 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: 1,791 shares; 2024Q4: 1,883 shares; 2025Q1: 2,010 shares; 2025Q2: 2,942 shares; 2025Q3: 3,050 shares; 2025Q4: 3,241 shares 3,241 $610K 0.09% +191 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: 2,851 shares; 2025Q1: 3,789 shares; 2025Q2: 3,874 shares; 2025Q3: 3,875 shares; 2025Q4: 3,815 shares 3,815 $608K 0.09% -60 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,999 shares; 2024Q4: 19,203 shares; 2025Q1: 20,408 shares; 2025Q2: 20,743 shares; 2025Q3: 20,723 shares; 2025Q4: 20,020 shares 20,020 $602K 0.09% -703 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: 2,962 shares; 2024Q4: 2,964 shares; 2025Q1: 2,435 shares; 2025Q2: 2,435 shares; 2025Q3: 2,645 shares; 2025Q4: 2,700 shares 2,700 $593K 0.09% +55 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,848 shares; 2025Q4: 11,736 shares 11,736 $585K 0.09% -112 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: not reported; 2024Q4: not reported; 2025Q1: 396 shares; 2025Q2: 424 shares; 2025Q3: 448 shares; 2025Q4: 6,191 shares 6,191 $580K 0.08% +5,743 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 3,056 shares; 2025Q1: 3,356 shares; 2025Q2: 3,741 shares; 2025Q3: 3,853 shares; 2025Q4: 4,155 shares 4,155 $565K 0.08% +302 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: 2,271 shares; 2024Q4: 2,258 shares; 2025Q1: 2,332 shares; 2025Q2: 2,347 shares; 2025Q3: 2,344 shares; 2025Q4: 2,338 shares 2,338 $564K 0.08% -6 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 3,512 shares; 2025Q1: 3,559 shares; 2025Q2: 3,559 shares; 2025Q3: 3,559 shares; 2025Q4: 3,559 shares 3,559 $551K 0.08% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,030 shares; 2025Q2: 9,030 shares; 2025Q3: 9,030 shares; 2025Q4: 9,110 shares 9,110 $548K 0.08% +80 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: 1,366 shares; 2024Q4: 1,545 shares; 2025Q1: 1,591 shares; 2025Q2: 1,601 shares; 2025Q3: 2,047 shares; 2025Q4: 1,756 shares 1,756 $541K 0.08% -291 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,770 shares; 2025Q3: 17,318 shares; 2025Q4: 18,305 shares 18,305 $540K 0.08% +987 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 2,397 shares; 2025Q1: 2,386 shares; 2025Q2: 2,372 shares; 2025Q3: 2,439 shares; 2025Q4: 2,420 shares 2,420 $532K 0.08% -19 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,980 shares; 2025Q2: 8,355 shares; 2025Q3: 8,394 shares; 2025Q4: 8,394 shares 8,394 $524K 0.08% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,755 shares; 2025Q2: 4,755 shares; 2025Q3: 4,755 shares; 2025Q4: 4,755 shares 4,755 $524K 0.08% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,151 shares; 2024Q4: 8,962 shares; 2025Q1: 9,024 shares; 2025Q2: 8,986 shares; 2025Q3: 8,850 shares; 2025Q4: 9,592 shares 9,592 $517K 0.08% +742 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: 3,556 shares; 2024Q4: 4,226 shares; 2025Q1: 4,986 shares; 2025Q2: 4,986 shares; 2025Q3: 4,367 shares; 2025Q4: 4,314 shares 4,314 $506K 0.07% -53 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 2,065 shares; 2025Q1: 3,236 shares; 2025Q2: 5,131 shares; 2025Q3: 5,174 shares; 2025Q4: 4,859 shares 4,859 $500K 0.07% -315 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,081 shares 3,081 $499K 0.07% new Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,213 shares 6,213 $491K 0.07% new 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: 6,093 shares; 2024Q4: 6,330 shares; 2025Q1: 6,134 shares; 2025Q2: 6,813 shares; 2025Q3: 6,794 shares; 2025Q4: 6,787 shares 6,787 $485K 0.07% -7 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,281 shares; 2025Q1: 2,179 shares; 2025Q2: 2,156 shares; 2025Q3: 2,151 shares; 2025Q4: 2,125 shares 2,125 $484K 0.07% -26 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: not reported; 2024Q4: not reported; 2025Q1: 6,411 shares; 2025Q2: 9,596 shares; 2025Q3: 10,550 shares; 2025Q4: 10,875 shares 10,875 $483K 0.07% +325 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,553 shares; 2025Q3: 3,808 shares; 2025Q4: 3,814 shares 3,814 $480K 0.07% +6 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 2,361 shares; 2025Q1: 1,806 shares; 2025Q2: 1,696 shares; 2025Q3: 1,642 shares; 2025Q4: 1,642 shares 1,642 $473K 0.07% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,901 shares; 2025Q1: 1,836 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares; 2025Q4: 2,305 shares 2,305 $454K 0.07% +469 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: 1,277 shares; 2024Q4: 1,297 shares; 2025Q1: 1,431 shares; 2025Q2: 1,474 shares; 2025Q3: 1,525 shares; 2025Q4: 1,641 shares 1,641 $452K 0.07% +116 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,683 shares; 2024Q4: 9,556 shares; 2025Q1: 9,321 shares; 2025Q2: 8,961 shares; 2025Q3: 8,961 shares; 2025Q4: 8,926 shares 8,926 $447K 0.06% -35 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,640 shares; 2025Q2: 1,634 shares; 2025Q3: 1,659 shares; 2025Q4: 1,706 shares 1,706 $440K 0.06% +47 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 1,039 shares; 2025Q1: 1,125 shares; 2025Q2: 1,318 shares; 2025Q3: 1,688 shares; 2025Q4: 1,244 shares 1,244 $437K 0.06% -444 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: 8,638 shares; 2024Q4: 9,232 shares; 2025Q1: 8,326 shares; 2025Q2: 17,669 shares; 2025Q3: 17,811 shares; 2025Q4: 17,552 shares 17,552 $437K 0.06% -259 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,463 shares; 2024Q4: 3,463 shares; 2025Q1: 3,463 shares; 2025Q2: 3,463 shares; 2025Q3: 3,463 shares; 2025Q4: 3,463 shares 3,463 $436K 0.06% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 992 shares; 2025Q1: 1,499 shares; 2025Q2: 1,499 shares; 2025Q3: 1,503 shares; 2025Q4: 1,501 shares 1,501 $434K 0.06% -2 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,639 shares; 2025Q2: 4,464 shares; 2025Q3: 4,464 shares; 2025Q4: 4,464 shares 4,464 $432K 0.06% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,569 shares; 2025Q1: 4,152 shares; 2025Q2: 4,996 shares; 2025Q3: 5,119 shares; 2025Q4: 5,065 shares 5,065 $427K 0.06% -54 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,521 shares; 2024Q4: 7,038 shares; 2025Q1: 6,129 shares; 2025Q2: 5,785 shares; 2025Q3: 5,755 shares; 2025Q4: 5,482 shares 5,482 $427K 0.06% -273 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,193 shares; 2024Q4: 23,893 shares; 2025Q1: 23,893 shares; 2025Q2: 23,893 shares; 2025Q3: 23,893 shares; 2025Q4: 23,893 shares 23,893 $425K 0.06% 0 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: 19,731 shares; 2024Q4: 19,737 shares; 2025Q1: 19,348 shares; 2025Q2: 19,694 shares; 2025Q3: 20,299 shares; 2025Q4: 9,458 shares 9,458 $419K 0.06% -10,841 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,964 shares; 2024Q4: 93,971 shares; 2025Q1: 84,923 shares; 2025Q2: 84,335 shares; 2025Q3: 82,858 shares; 2025Q4: 82,897 shares 82,897 $414K 0.06% +39 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: 1,744 shares; 2024Q4: 1,704 shares; 2025Q1: 2,243 shares; 2025Q2: 2,280 shares; 2025Q3: 2,430 shares; 2025Q4: 2,030 shares 2,030 $412K 0.06% -400 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: 10,925 shares; 2024Q4: 10,670 shares; 2025Q1: 11,454 shares; 2025Q2: 14,643 shares; 2025Q3: 14,998 shares; 2025Q4: 14,961 shares 14,961 $411K 0.06% -37 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 1,373 shares 1,373 $410K 0.06% +18 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,742 shares; 2025Q3: 6,428 shares; 2025Q4: 6,432 shares 6,432 $407K 0.06% +4 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: not reported; 2024Q4: not reported; 2025Q1: 8,146 shares; 2025Q2: 7,946 shares; 2025Q3: 7,692 shares; 2025Q4: 7,657 shares 7,657 $405K 0.06% -35 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 809 shares; 2025Q1: 1,484 shares; 2025Q2: 1,484 shares; 2025Q3: 1,643 shares; 2025Q4: 1,643 shares 1,643 $405K 0.06% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,058 shares; 2024Q4: 4,427 shares; 2025Q1: 4,616 shares; 2025Q2: 4,703 shares; 2025Q3: 4,656 shares; 2025Q4: 4,948 shares 4,948 $395K 0.06% +292 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,158 shares; 2025Q2: 2,811 shares; 2025Q3: 2,801 shares; 2025Q4: 2,787 shares 2,787 $393K 0.06% -14 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,967 shares; 2024Q4: 21,512 shares; 2025Q1: 21,874 shares; 2025Q2: 23,555 shares; 2025Q3: 23,237 shares; 2025Q4: 23,237 shares 23,237 $390K 0.06% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,299 shares; 2025Q3: 4,564 shares; 2025Q4: 6,673 shares 6,673 $386K 0.06% +2,109 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,460 shares; 2025Q3: 5,134 shares; 2025Q4: 6,246 shares 6,246 $380K 0.06% +1,112 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,460 shares; 2025Q3: 23,460 shares; 2025Q4: 23,460 shares 23,460 $380K 0.06% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,067 shares; 2024Q4: 3,489 shares; 2025Q1: 3,784 shares; 2025Q2: 3,654 shares; 2025Q3: 3,595 shares; 2025Q4: 3,944 shares 3,944 $376K 0.05% +349 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: 4,440 shares; 2024Q4: 4,475 shares; 2025Q1: 8,077 shares; 2025Q2: 7,764 shares; 2025Q3: 7,967 shares; 2025Q4: 6,411 shares 6,411 $374K 0.05% -1,556 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,252 shares; 2024Q4: 2,256 shares; 2025Q1: 2,732 shares; 2025Q2: 2,684 shares; 2025Q3: 2,685 shares; 2025Q4: 2,686 shares 2,686 $374K 0.05% +1 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,719 shares; 2025Q4: 2,836 shares 2,836 $372K 0.05% +117 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,249 shares; 2025Q1: 1,232 shares; 2025Q2: 1,230 shares; 2025Q3: 1,207 shares; 2025Q4: 1,176 shares 1,176 $367K 0.05% -31 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,390 shares; 2024Q4: 10,390 shares; 2025Q1: 10,397 shares; 2025Q2: 10,408 shares; 2025Q3: 12,433 shares; 2025Q4: 15,115 shares 15,115 $366K 0.05% +2,682 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,049 shares; 2025Q2: 4,167 shares; 2025Q3: 4,299 shares; 2025Q4: 3,876 shares 3,876 $365K 0.05% -423 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 2,738 shares; 2025Q1: 2,588 shares; 2025Q2: 2,588 shares; 2025Q3: 2,588 shares; 2025Q4: 2,583 shares 2,583 $365K 0.05% -5 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 3,624 shares; 2025Q1: 4,417 shares; 2025Q2: 4,414 shares; 2025Q3: 4,460 shares; 2025Q4: 4,310 shares 4,310 $363K 0.05% -150 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: 2,156 shares; 2024Q4: 2,132 shares; 2025Q1: 2,255 shares; 2025Q2: 2,252 shares; 2025Q3: 2,248 shares; 2025Q4: 2,255 shares 2,255 $361K 0.05% +7 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,729 shares; 2025Q1: 1,762 shares; 2025Q2: 1,729 shares; 2025Q3: 1,729 shares; 2025Q4: 1,739 shares 1,739 $361K 0.05% +10 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 4,186 shares; 2025Q1: 4,186 shares; 2025Q2: 4,186 shares; 2025Q3: 4,186 shares; 2025Q4: 4,186 shares 4,186 $361K 0.05% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,960 shares; 2025Q1: 4,730 shares; 2025Q2: 4,618 shares; 2025Q3: 4,618 shares; 2025Q4: 4,633 shares 4,633 $359K 0.05% +15 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: 2,280 shares; 2024Q4: 2,100 shares; 2025Q1: 2,432 shares; 2025Q2: 2,203 shares; 2025Q3: 2,237 shares; 2025Q4: 2,221 shares 2,221 $358K 0.05% -16 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 654 shares; 2025Q3: 971 shares; 2025Q4: 921 shares 921 $356K 0.05% -50 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: 8,723 shares; 2024Q4: 8,327 shares; 2025Q1: 5,334 shares; 2025Q2: 4,605 shares; 2025Q3: 4,395 shares; 2025Q4: 3,534 shares 3,534 $353K 0.05% -861 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,728 shares; 2024Q4: 5,970 shares; 2025Q1: 7,068 shares; 2025Q2: 7,151 shares; 2025Q3: 7,131 shares; 2025Q4: 7,272 shares 7,272 $348K 0.05% +141 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,702 shares; 2024Q4: 6,698 shares; 2025Q1: 6,632 shares; 2025Q2: 6,627 shares; 2025Q3: 6,547 shares; 2025Q4: 6,364 shares 6,364 $347K 0.05% -183 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,979 shares; 2025Q2: 2,618 shares; 2025Q3: 2,618 shares; 2025Q4: 2,618 shares 2,618 $345K 0.05% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,109 shares; 2025Q3: 2,114 shares; 2025Q4: 2,104 shares 2,104 $343K 0.05% -10 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $342K 0.05% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,553 shares; 2025Q1: 1,280 shares; 2025Q2: 1,278 shares; 2025Q3: 1,267 shares; 2025Q4: 1,256 shares 1,256 $341K 0.05% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,836 shares; 2025Q3: 12,589 shares; 2025Q4: 9,702 shares 9,702 $336K 0.05% -2,887 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,101 shares; 2024Q4: 10,101 shares; 2025Q1: 10,423 shares; 2025Q2: 10,423 shares; 2025Q3: 10,423 shares; 2025Q4: 10,423 shares 10,423 $334K 0.05% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,590 shares; 2024Q4: 9,590 shares; 2025Q1: 9,592 shares; 2025Q2: 8,063 shares; 2025Q3: 8,066 shares; 2025Q4: 8,066 shares 8,066 $333K 0.05% 0 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: 1,893 shares; 2024Q4: 1,362 shares; 2025Q1: 1,506 shares; 2025Q2: 1,530 shares; 2025Q3: 1,680 shares; 2025Q4: 1,531 shares 1,531 $332K 0.05% -149 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,120 shares; 2025Q1: 1,163 shares; 2025Q2: 1,157 shares; 2025Q3: 1,134 shares; 2025Q4: 1,131 shares 1,131 $327K 0.05% -3 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: 2,135 shares; 2024Q4: 2,132 shares; 2025Q1: 2,130 shares; 2025Q2: 2,130 shares; 2025Q3: 2,130 shares; 2025Q4: 2,130 shares 2,130 $322K 0.05% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 4,804 shares; 2025Q1: 4,956 shares; 2025Q2: 4,906 shares; 2025Q3: 4,895 shares; 2025Q4: 4,892 shares 4,892 $315K 0.05% -3 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 446 shares; 2025Q4: 481 shares 481 $314K 0.05% +35 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,287 shares; 2024Q4: 6,728 shares; 2025Q1: 7,003 shares; 2025Q2: 7,804 shares; 2025Q3: 5,707 shares; 2025Q4: 913 shares 913 $313K 0.05% -4,794 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,820 shares 12,820 $311K 0.05% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,248 shares; 2025Q2: 2,059 shares; 2025Q3: 2,059 shares; 2025Q4: 2,168 shares 2,168 $306K 0.04% +109 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,567 shares; 2025Q4: 2,647 shares 2,647 $305K 0.04% +80 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,800 shares; 2024Q4: 13,800 shares; 2025Q1: 13,800 shares; 2025Q2: 13,800 shares; 2025Q3: 13,575 shares; 2025Q4: 13,575 shares 13,575 $305K 0.04% 0 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,800 shares; 2024Q4: 13,800 shares; 2025Q1: 13,800 shares; 2025Q2: 13,800 shares; 2025Q3: 13,575 shares; 2025Q4: 13,575 shares 13,575 $304K 0.04% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 765 shares; 2025Q4: 857 shares 857 $303K 0.04% +92 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,309 shares; 2024Q4: 46,960 shares; 2025Q1: 30,268 shares; 2025Q2: 9,051 shares; 2025Q3: 9,133 shares; 2025Q4: 5,271 shares 5,271 $299K 0.04% -3,862 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,170 shares 5,170 $298K 0.04% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,776 shares; 2025Q3: 6,099 shares; 2025Q4: 6,363 shares 6,363 $298K 0.04% +264 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,399 shares; 2024Q4: 3,309 shares; 2025Q1: 3,069 shares; 2025Q2: 3,069 shares; 2025Q3: 3,069 shares; 2025Q4: 3,069 shares 3,069 $295K 0.04% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,692 shares; 2025Q3: 3,764 shares; 2025Q4: 3,527 shares 3,527 $291K 0.04% -237 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 455 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 509 shares 509 $291K 0.04% +24 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,831 shares; 2025Q2: 2,573 shares; 2025Q3: 2,561 shares; 2025Q4: 2,550 shares 2,550 $290K 0.04% -11 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,058 shares; 2025Q4: 2,758 shares 2,758 $287K 0.04% +700 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: 2,066 shares; 2024Q4: 2,066 shares; 2025Q1: 2,066 shares; 2025Q2: 2,066 shares; 2025Q3: 2,066 shares; 2025Q4: 2,066 shares 2,066 $283K 0.04% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,266 shares; 2025Q4: 3,406 shares 3,406 $278K 0.04% +140 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 907 shares; 2025Q2: not reported; 2025Q3: 626 shares; 2025Q4: 613 shares 613 $278K 0.04% -13 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,460 shares; 2024Q4: 2,458 shares; 2025Q1: 2,279 shares; 2025Q2: 2,265 shares; 2025Q3: 2,235 shares; 2025Q4: 2,250 shares 2,250 $276K 0.04% +15 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,276 shares; 2025Q2: 7,144 shares; 2025Q3: 6,810 shares; 2025Q4: 6,200 shares 6,200 $274K 0.04% -610 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 3,407 shares; 2025Q1: 3,407 shares; 2025Q2: 3,407 shares; 2025Q3: 3,407 shares; 2025Q4: 3,407 shares 3,407 $272K 0.04% 0 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,788 shares; 2024Q4: 15,788 shares; 2025Q1: 9,988 shares; 2025Q2: 9,988 shares; 2025Q3: 9,992 shares; 2025Q4: 9,992 shares 9,992 $263K 0.04% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,701 shares; 2025Q1: not reported; 2025Q2: 3,328 shares; 2025Q3: 3,276 shares; 2025Q4: 3,381 shares 3,381 $260K 0.04% +105 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 657 shares; 2025Q4: 664 shares 664 $258K 0.04% +7 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 9,526 shares; 2025Q1: 10,732 shares; 2025Q2: 10,079 shares; 2025Q3: 10,080 shares; 2025Q4: 5,138 shares 5,138 $257K 0.04% -4,942 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: not reported; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 775 shares 775 $251K 0.04% -100 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: 23,540 shares; 2024Q4: 19,749 shares; 2025Q1: 16,689 shares; 2025Q2: 10,001 shares; 2025Q3: 8,626 shares; 2025Q4: 6,761 shares 6,761 $249K 0.04% -1,865 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,020 shares; 2025Q4: 9,475 shares 9,475 $248K 0.04% -545 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,369 shares; 2024Q4: 3,369 shares; 2025Q1: 3,319 shares; 2025Q2: 3,319 shares; 2025Q3: 3,219 shares; 2025Q4: 3,194 shares 3,194 $248K 0.04% -25 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: 46,379 shares; 2024Q4: 48,659 shares; 2025Q1: 15,619 shares; 2025Q2: 14,394 shares; 2025Q3: 4,435 shares; 2025Q4: 4,104 shares 4,104 $247K 0.04% -331 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,801 shares 3,801 $245K 0.04% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 384 shares; 2025Q4: 399 shares 399 $244K 0.04% +15 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,123 shares; 2025Q1: not reported; 2025Q2: 2,019 shares; 2025Q3: 1,600 shares; 2025Q4: 1,501 shares 1,501 $242K 0.04% -99 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,045 shares; 2025Q3: 4,167 shares; 2025Q4: 4,850 shares 4,850 $241K 0.03% +683 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,764 shares; 2025Q2: 4,764 shares; 2025Q3: 4,764 shares; 2025Q4: 4,764 shares 4,764 $240K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 567 shares; 2025Q3: 507 shares; 2025Q4: 507 shares 507 $237K 0.03% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares 525 $233K 0.03% 0 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: 6,885 shares; 2024Q4: 6,621 shares; 2025Q1: 6,578 shares; 2025Q2: 6,494 shares; 2025Q3: 6,473 shares; 2025Q4: 4,313 shares 4,313 $233K 0.03% -2,160 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,631 shares 1,631 $232K 0.03% new Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,698 shares; 2024Q4: 3,699 shares; 2025Q1: 3,699 shares; 2025Q2: 3,682 shares; 2025Q3: 3,783 shares; 2025Q4: 3,490 shares 3,490 $231K 0.03% -293 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,793 shares; 2025Q3: 1,781 shares; 2025Q4: 1,781 shares 1,781 $230K 0.03% 0 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,438 shares; 2025Q4: 2,438 shares 2,438 $226K 0.03% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 759 shares; 2024Q4: 759 shares; 2025Q1: not reported; 2025Q2: 759 shares; 2025Q3: 759 shares; 2025Q4: 759 shares 759 $225K 0.03% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,830 shares 1,830 $223K 0.03% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,751 shares; 2025Q3: 1,748 shares; 2025Q4: 1,748 shares 1,748 $221K 0.03% 0 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,844 shares; 2025Q3: 5,664 shares; 2025Q4: 5,665 shares 5,665 $221K 0.03% +1 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares 800 $220K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,513 shares; 2025Q4: 5,927 shares 5,927 $219K 0.03% -2,586 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,896 shares 4,896 $219K 0.03% new Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,951 shares; 2025Q4: 3,840 shares 3,840 $214K 0.03% -1,111 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 348 shares; 2025Q4: 336 shares 336 $209K 0.03% -12 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,839 shares; 2025Q3: 2,099 shares; 2025Q4: 2,099 shares 2,099 $205K 0.03% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: 1,998 shares; 2025Q1: 1,955 shares; 2025Q2: 1,953 shares; 2025Q3: 1,948 shares; 2025Q4: 1,825 shares 1,825 $205K 0.03% -123 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,315 shares; 2025Q4: 2,234 shares 2,234 $204K 0.03% -81 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,811 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,596 shares 5,596 $203K 0.03% new 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: 17,735 shares; 2024Q4: 17,735 shares; 2025Q1: 17,710 shares; 2025Q2: 17,710 shares; 2025Q3: 17,710 shares; 2025Q4: 17,710 shares 17,710 $169K 0.02% 0 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,185 shares 14,185 $163K 0.02% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,239 shares; 2025Q2: 14,239 shares; 2025Q3: 12,385 shares; 2025Q4: 10,087 shares 10,087 $149K 0.02% -2,298 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,400 shares 13,400 $91.4K 0.01% new Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,246 shares 11,246 $87.8K 0.01% new Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,845 shares; 2024Q4: 23,845 shares; 2025Q1: 15,055 shares; 2025Q2: 15,055 shares; 2025Q3: 15,055 shares; 2025Q4: 15,055 shares 15,055 $73.2K 0.01% 0 Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,575 shares; 2025Q3: 10,575 shares; 2025Q4: 10,575 shares 10,575 $56K 0.01% 0 Timeline NOTV INOTIV INC More: the full row for INOTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,718 shares; 2024Q4: 275,267 shares; 2025Q1: 249,897 shares; 2025Q2: 176,771 shares; 2025Q3: 161,521 shares; 2025Q4: 97,521 shares 97,521 $54.8K 0.01% -64,000 Timeline