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: 206,688 shares; 2024Q4: 217,577 shares; 2025Q1: 226,168 shares; 2025Q2: 238,302 shares; 2025Q3: 241,396 shares; 2025Q4: 252,119 shares 252,119 $48.2M 5.89% +10,723 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: 276,670 shares; 2024Q4: 257,628 shares; 2025Q1: 245,103 shares; 2025Q2: 245,168 shares; 2025Q3: 244,175 shares; 2025Q4: 249,202 shares 249,202 $46.5M 5.69% +5,027 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: 176,331 shares; 2024Q4: 161,026 shares; 2025Q1: 150,311 shares; 2025Q2: 149,472 shares; 2025Q3: 149,964 shares; 2025Q4: 170,167 shares 170,167 $46.3M 5.66% +20,203 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: 64,377 shares; 2024Q4: 72,236 shares; 2025Q1: 74,977 shares; 2025Q2: 77,157 shares; 2025Q3: 77,397 shares; 2025Q4: 79,105 shares 79,105 $38.6M 4.72% +1,708 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: 37,629 shares; 2024Q4: 37,190 shares; 2025Q1: 37,408 shares; 2025Q2: 38,453 shares; 2025Q3: 38,800 shares; 2025Q4: 39,764 shares 39,764 $24.4M 2.99% +964 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: 41,539 shares; 2024Q4: 40,339 shares; 2025Q1: 41,753 shares; 2025Q2: 42,286 shares; 2025Q3: 43,051 shares; 2025Q4: 43,471 shares 43,471 $21M 2.57% +420 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,139 shares; 2024Q4: 406,568 shares; 2025Q1: 402,345 shares; 2025Q2: 400,189 shares; 2025Q3: 401,057 shares; 2025Q4: 406,447 shares 406,447 $17.3M 2.11% +5,390 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: 62,912 shares; 2024Q4: 62,622 shares; 2025Q1: 63,464 shares; 2025Q2: 64,028 shares; 2025Q3: 66,823 shares; 2025Q4: 71,456 shares 71,456 $16.5M 2.02% +4,633 Timeline FTSM 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: 207,253 shares; 2024Q4: 216,574 shares; 2025Q1: 190,091 shares; 2025Q2: 225,820 shares; 2025Q3: 236,724 shares; 2025Q4: 259,529 shares 259,529 $15.6M 1.9% +22,805 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: 36,547 shares; 2024Q4: 36,268 shares; 2025Q1: 38,331 shares; 2025Q2: 39,334 shares; 2025Q3: 39,996 shares; 2025Q4: 41,613 shares 41,613 $13M 1.59% +1,617 Timeline PSQO PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS 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: 277,113 shares; 2025Q2: 430,059 shares; 2025Q3: 494,976 shares; 2025Q4: 612,021 shares 612,021 $12.6M 1.54% +117,045 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: 48,500 shares; 2024Q4: 40,281 shares; 2025Q1: 39,704 shares; 2025Q2: 40,681 shares; 2025Q3: 39,951 shares; 2025Q4: 39,410 shares 39,410 $12.4M 1.51% -541 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: 60,278 shares; 2024Q4: 85,836 shares; 2025Q1: 88,622 shares; 2025Q2: 89,359 shares; 2025Q3: 91,571 shares; 2025Q4: 100,973 shares 100,973 $11.5M 1.4% +9,402 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,700 shares; 2024Q4: 127,900 shares; 2025Q1: 153,650 shares; 2025Q2: 313,674 shares; 2025Q3: 340,394 shares; 2025Q4: 418,823 shares 418,823 $11.2M 1.37% +78,429 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: 128,714 shares; 2024Q4: 140,732 shares; 2025Q1: 145,105 shares; 2025Q2: 151,673 shares; 2025Q3: 154,016 shares; 2025Q4: 162,578 shares 162,578 $10.7M 1.31% +8,562 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: 35,647 shares; 2024Q4: 31,712 shares; 2025Q1: 32,694 shares; 2025Q2: 32,422 shares; 2025Q3: 31,995 shares; 2025Q4: 31,320 shares 31,320 $10.1M 1.23% -675 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: 5,963 shares; 2024Q4: 13,082 shares; 2025Q1: 7,838 shares; 2025Q2: 12,027 shares; 2025Q3: 13,021 shares; 2025Q4: 16,045 shares 16,045 $10.1M 1.23% +3,024 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: 45,588 shares; 2024Q4: 61,505 shares; 2025Q1: 62,673 shares; 2025Q2: 62,292 shares; 2025Q3: 63,765 shares; 2025Q4: 70,154 shares 70,154 $9.9M 1.21% +6,389 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: 6,969 shares; 2025Q1: 7,709 shares; 2025Q2: 54,798 shares; 2025Q3: 55,565 shares; 2025Q4: 55,206 shares 55,206 $9.81M 1.2% -359 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: 15,485 shares; 2024Q4: 14,550 shares; 2025Q1: 13,933 shares; 2025Q2: 14,061 shares; 2025Q3: 14,104 shares; 2025Q4: 14,314 shares 14,314 $9.45M 1.16% +210 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: 9,782 shares; 2024Q4: 10,207 shares; 2025Q1: 10,432 shares; 2025Q2: 10,416 shares; 2025Q3: 10,526 shares; 2025Q4: 10,714 shares 10,714 $9.42M 1.15% +188 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: 21,925 shares; 2024Q4: 20,996 shares; 2025Q1: 21,802 shares; 2025Q2: 24,610 shares; 2025Q3: 25,094 shares; 2025Q4: 24,412 shares 24,412 $8.45M 1.03% -682 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: 28,790 shares; 2024Q4: 32,110 shares; 2025Q1: 33,089 shares; 2025Q2: 34,794 shares; 2025Q3: 35,783 shares; 2025Q4: 36,399 shares 36,399 $8.32M 1.02% +616 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,274 shares; 2024Q4: not reported; 2025Q1: 32,585 shares; 2025Q2: 73,590 shares; 2025Q3: 109,430 shares; 2025Q4: 164,545 shares 164,545 $8.27M 1.01% +55,115 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: 13,816 shares; 2024Q4: 14,368 shares; 2025Q1: 14,649 shares; 2025Q2: 14,831 shares; 2025Q3: 14,932 shares; 2025Q4: 15,653 shares 15,653 $7.87M 0.96% +721 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: 7,447 shares; 2024Q4: 7,540 shares; 2025Q1: 7,879 shares; 2025Q2: 8,291 shares; 2025Q3: 8,433 shares; 2025Q4: 8,768 shares 8,768 $7.56M 0.92% +335 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: 15,037 shares; 2024Q4: 15,450 shares; 2025Q1: 16,005 shares; 2025Q2: 16,129 shares; 2025Q3: 16,242 shares; 2025Q4: 16,021 shares 16,021 $7.51M 0.92% -221 Timeline FTSL 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: 143,100 shares; 2024Q4: 136,255 shares; 2025Q1: 142,496 shares; 2025Q2: 147,874 shares; 2025Q3: 150,888 shares; 2025Q4: 155,424 shares 155,424 $7.13M 0.87% +4,536 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: 6,283 shares; 2024Q4: 6,054 shares; 2025Q1: 5,694 shares; 2025Q2: 6,309 shares; 2025Q3: 6,559 shares; 2025Q4: 6,549 shares 6,549 $7.04M 0.86% -10 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,905 shares; 2024Q4: 124,446 shares; 2025Q1: 132,463 shares; 2025Q2: 130,758 shares; 2025Q3: 123,872 shares; 2025Q4: 118,786 shares 118,786 $6.8M 0.83% -5,086 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: 39,733 shares; 2024Q4: 39,713 shares; 2025Q1: 41,180 shares; 2025Q2: 41,777 shares; 2025Q3: 42,091 shares; 2025Q4: 44,002 shares 44,002 $6.78M 0.83% +1,911 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,132 shares; 2024Q4: 11,340 shares; 2025Q1: 11,282 shares; 2025Q2: 11,183 shares; 2025Q3: 9,885 shares; 2025Q4: 9,870 shares 9,870 $6.76M 0.83% -15 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,440 shares; 2025Q1: 17,033 shares; 2025Q2: 29,932 shares; 2025Q3: 30,611 shares; 2025Q4: 30,756 shares 30,756 $6.75M 0.83% +145 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: 56,771 shares; 2024Q4: 76,042 shares; 2025Q1: 78,457 shares; 2025Q2: 78,619 shares; 2025Q3: 79,007 shares; 2025Q4: 81,917 shares 81,917 $6.69M 0.82% +2,910 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: 25,926 shares; 2024Q4: 56,160 shares; 2025Q1: 51,751 shares; 2025Q2: 55,226 shares; 2025Q3: 54,797 shares; 2025Q4: 34,001 shares 34,001 $6.51M 0.8% -20,796 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,100 shares; 2024Q4: 392,300 shares; 2025Q1: 404,250 shares; 2025Q2: 427,025 shares; 2025Q3: 473,400 shares; 2025Q4: 561,750 shares 561,750 $6.42M 0.78% +88,350 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,086 shares; 2024Q4: 46,900 shares; 2025Q1: 47,659 shares; 2025Q2: 44,213 shares; 2025Q3: 46,699 shares; 2025Q4: 51,792 shares 51,792 $6.39M 0.78% +5,093 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,358 shares; 2024Q4: 69,283 shares; 2025Q1: 70,675 shares; 2025Q2: 71,367 shares; 2025Q3: 71,859 shares; 2025Q4: 74,204 shares 74,204 $6.2M 0.76% +2,345 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,447 shares; 2024Q4: 133,168 shares; 2025Q1: 156,266 shares; 2025Q2: 161,795 shares; 2025Q3: 172,660 shares; 2025Q4: 187,937 shares 187,937 $6.1M 0.75% +15,277 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,707 shares; 2024Q4: 8,795 shares; 2025Q1: 9,521 shares; 2025Q2: 9,590 shares; 2025Q3: 9,652 shares; 2025Q4: 9,906 shares 9,906 $5.99M 0.73% +254 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,744 shares; 2025Q2: 67,525 shares; 2025Q3: 68,089 shares; 2025Q4: 72,186 shares 72,186 $5.83M 0.71% +4,097 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,272 shares; 2025Q1: 43,469 shares; 2025Q2: 45,434 shares; 2025Q3: 47,039 shares; 2025Q4: 58,293 shares 58,293 $5.61M 0.69% +11,254 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: not reported; 2024Q4: 138,258 shares; 2025Q1: 61,510 shares; 2025Q2: 61,879 shares; 2025Q3: 62,506 shares; 2025Q4: 63,323 shares 63,323 $5.58M 0.68% +817 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,777 shares; 2024Q4: 9,653 shares; 2025Q1: 9,980 shares; 2025Q2: 9,328 shares; 2025Q3: 9,322 shares; 2025Q4: 9,657 shares 9,657 $5.48M 0.67% +335 Timeline MCHI 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: 61,934 shares; 2024Q4: not reported; 2025Q1: 81,923 shares; 2025Q2: 83,682 shares; 2025Q3: 84,505 shares; 2025Q4: 91,142 shares 91,142 $5.48M 0.67% +6,637 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: 10,258 shares; 2024Q4: 11,570 shares; 2025Q1: 73,436 shares; 2025Q2: 75,913 shares; 2025Q3: 76,158 shares; 2025Q4: 81,431 shares 81,431 $5.47M 0.67% +5,273 Timeline INDA 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: 58,297 shares; 2024Q4: 93,632 shares; 2025Q1: 102,957 shares; 2025Q2: 101,591 shares; 2025Q3: 102,417 shares; 2025Q4: 100,481 shares 100,481 $5.43M 0.66% -1,936 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,767 shares; 2024Q4: 8,348 shares; 2025Q1: 8,752 shares; 2025Q2: 9,141 shares; 2025Q3: 9,112 shares; 2025Q4: 9,340 shares 9,340 $5.33M 0.65% +228 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,845 shares; 2024Q4: 92,183 shares; 2025Q1: 118,542 shares; 2025Q2: 127,276 shares; 2025Q3: 128,680 shares; 2025Q4: 129,670 shares 129,670 $5.28M 0.65% +990 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,410 shares; 2024Q4: 23,393 shares; 2025Q1: 24,284 shares; 2025Q2: 24,359 shares; 2025Q3: 24,611 shares; 2025Q4: 25,151 shares 25,151 $5.24M 0.64% +540 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: 16,131 shares; 2024Q4: 13,104 shares; 2025Q1: 13,026 shares; 2025Q2: 13,583 shares; 2025Q3: 13,593 shares; 2025Q4: 13,575 shares 13,575 $4.76M 0.58% -18 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: 13,777 shares; 2024Q4: 14,669 shares; 2025Q1: 15,521 shares; 2025Q2: 15,514 shares; 2025Q3: 15,686 shares; 2025Q4: 16,457 shares 16,457 $4.75M 0.58% +771 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,080 shares; 2024Q4: 81,971 shares; 2025Q1: 85,762 shares; 2025Q2: 88,380 shares; 2025Q3: 81,677 shares; 2025Q4: 80,548 shares 80,548 $4.68M 0.57% -1,129 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: 1,611 shares; 2024Q4: 1,421 shares; 2025Q1: 5,084 shares; 2025Q2: 17,215 shares; 2025Q3: 17,392 shares; 2025Q4: 14,168 shares 14,168 $4.68M 0.57% -3,224 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,300 shares; 2024Q4: 97,400 shares; 2025Q1: 96,900 shares; 2025Q2: 96,900 shares; 2025Q3: 91,900 shares; 2025Q4: 90,200 shares 90,200 $4.61M 0.56% -1,700 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,913 shares; 2024Q4: 146,615 shares; 2025Q1: 154,869 shares; 2025Q2: 164,204 shares; 2025Q3: 172,116 shares; 2025Q4: 188,741 shares 188,741 $4.54M 0.56% +16,625 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,615 shares; 2024Q4: 21,574 shares; 2025Q1: 22,093 shares; 2025Q2: 21,905 shares; 2025Q3: 22,140 shares; 2025Q4: 23,180 shares 23,180 $4.51M 0.55% +1,040 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,060 shares; 2024Q4: 96,810 shares; 2025Q1: 97,810 shares; 2025Q2: 101,485 shares; 2025Q3: 133,560 shares; 2025Q4: 144,810 shares 144,810 $4.33M 0.53% +11,250 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: 3,580 shares; 2024Q4: 4,785 shares; 2025Q1: 4,346 shares; 2025Q2: 3,531 shares; 2025Q3: 4,276 shares; 2025Q4: 12,724 shares 12,724 $4.27M 0.52% +8,448 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,144 shares; 2024Q4: 48,025 shares; 2025Q1: 48,065 shares; 2025Q2: 51,179 shares; 2025Q3: 81,037 shares; 2025Q4: 86,541 shares 86,541 $4.07M 0.5% +5,504 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,750 shares; 2024Q4: 117,750 shares; 2025Q1: 140,750 shares; 2025Q2: 208,900 shares; 2025Q3: 246,600 shares; 2025Q4: 314,150 shares 314,150 $3.95M 0.48% +67,550 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: 50,001 shares; 2024Q4: 51,726 shares; 2025Q1: 32,399 shares; 2025Q2: 37,086 shares; 2025Q3: 38,820 shares; 2025Q4: 38,424 shares 38,424 $3.84M 0.47% -396 Timeline BANK OF AMER CORP 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: 3,230 shares; 2024Q4: 3,020 shares; 2025Q1: 3,055 shares; 2025Q2: 2,970 shares; 2025Q3: 2,880 shares; 2025Q4: 2,885 shares 2,885 $3.61M 0.44% +5 HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438,300 shares; 2024Q4: 392,400 shares; 2025Q1: 388,050 shares; 2025Q2: 370,275 shares; 2025Q3: 405,225 shares; 2025Q4: 399,075 shares 399,075 $3.55M 0.43% -6,150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,747 shares; 2025Q3: 44,664 shares; 2025Q4: 51,382 shares 51,382 $2.96M 0.36% +6,718 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: 4,246 shares; 2024Q4: 4,958 shares; 2025Q1: 4,179 shares; 2025Q2: 4,161 shares; 2025Q3: 4,108 shares; 2025Q4: 4,215 shares 4,215 $2.87M 0.35% +107 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,597 shares; 2024Q4: 162,836 shares; 2025Q1: 179,969 shares; 2025Q2: 138,592 shares; 2025Q3: 147,465 shares; 2025Q4: 157,119 shares 157,119 $2.86M 0.35% +9,654 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,222 shares 9,222 $2.68M 0.33% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,933 shares; 2024Q4: 17,444 shares; 2025Q1: 17,676 shares; 2025Q2: 18,787 shares; 2025Q3: 20,319 shares; 2025Q4: 22,688 shares 22,688 $2.5M 0.31% +2,369 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,164 shares; 2024Q4: 7,282 shares; 2025Q1: 7,609 shares; 2025Q2: 7,969 shares; 2025Q3: 8,065 shares; 2025Q4: 7,989 shares 7,989 $2.44M 0.3% -76 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: 7,904 shares; 2024Q4: 13,583 shares; 2025Q1: 13,308 shares; 2025Q2: 13,066 shares; 2025Q3: 13,715 shares; 2025Q4: 13,162 shares 13,162 $2.42M 0.3% -553 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,725 shares; 2024Q4: 44,867 shares; 2025Q1: 47,892 shares; 2025Q2: 50,260 shares; 2025Q3: 50,462 shares; 2025Q4: 52,163 shares 52,163 $2.37M 0.29% +1,701 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,527 shares; 2024Q4: 15,836 shares; 2025Q1: 22,270 shares; 2025Q2: 21,796 shares; 2025Q3: 38,862 shares; 2025Q4: 22,216 shares 22,216 $2.33M 0.29% -16,646 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: 8,852 shares; 2024Q4: 7,601 shares; 2025Q1: 8,398 shares; 2025Q2: 10,113 shares; 2025Q3: 11,034 shares; 2025Q4: 11,151 shares 11,151 $2.31M 0.28% +117 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,384 shares; 2025Q4: 14,178 shares 14,178 $2.29M 0.28% -8,206 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: 11,947 shares; 2024Q4: 11,193 shares; 2025Q1: 11,858 shares; 2025Q2: 12,019 shares; 2025Q3: 11,971 shares; 2025Q4: 10,507 shares 10,507 $2.25M 0.28% -1,464 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 5,529 shares; 2025Q3: 17,214 shares; 2025Q4: 41,839 shares 41,839 $2.12M 0.26% +24,625 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: 40,242 shares; 2024Q4: 37,029 shares; 2025Q1: 36,207 shares; 2025Q2: 37,245 shares; 2025Q3: 37,373 shares; 2025Q4: 37,434 shares 37,434 $2.06M 0.25% +61 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: not reported; 2025Q1: not reported; 2025Q2: 12,889 shares; 2025Q3: 13,228 shares; 2025Q4: 11,869 shares 11,869 $2.03M 0.25% -1,359 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: 7,757 shares; 2024Q4: 7,203 shares; 2025Q1: 7,024 shares; 2025Q2: 6,906 shares; 2025Q3: 6,854 shares; 2025Q4: 6,824 shares 6,824 $2.02M 0.25% -30 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,597 shares; 2024Q4: 17,525 shares; 2025Q1: 20,164 shares; 2025Q2: 21,638 shares; 2025Q3: 22,233 shares; 2025Q4: 22,625 shares 22,625 $1.97M 0.24% +392 Timeline EELV 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: 58,498 shares; 2024Q4: 59,782 shares; 2025Q1: 64,353 shares; 2025Q2: 66,856 shares; 2025Q3: 67,525 shares; 2025Q4: 71,338 shares 71,338 $1.96M 0.24% +3,813 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: 10,793 shares; 2024Q4: 12,421 shares; 2025Q1: 14,347 shares; 2025Q2: 14,808 shares; 2025Q3: 15,634 shares; 2025Q4: 17,160 shares 17,160 $1.91M 0.23% +1,526 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,785 shares; 2025Q4: 17,817 shares 17,817 $1.91M 0.23% +32 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: 9,704 shares; 2024Q4: 9,692 shares; 2025Q1: 9,692 shares; 2025Q2: 9,592 shares; 2025Q3: 9,632 shares; 2025Q4: 9,444 shares 9,444 $1.89M 0.23% -188 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,074 shares; 2024Q4: 14,773 shares; 2025Q1: 17,813 shares; 2025Q2: 22,976 shares; 2025Q3: 26,758 shares; 2025Q4: 37,212 shares 37,212 $1.88M 0.23% +10,454 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,970 shares; 2025Q3: 21,077 shares; 2025Q4: 24,050 shares 24,050 $1.77M 0.22% +2,973 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: 1,062 shares; 2024Q4: not reported; 2025Q1: 1,402 shares; 2025Q2: 1,608 shares; 2025Q3: 1,746 shares; 2025Q4: 6,821 shares 6,821 $1.76M 0.22% +5,075 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: 4,537 shares; 2024Q4: 4,090 shares; 2025Q1: 4,671 shares; 2025Q2: 4,779 shares; 2025Q3: 5,046 shares; 2025Q4: 5,033 shares 5,033 $1.73M 0.21% -13 Timeline JIRE 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: 7,903 shares; 2024Q4: 9,894 shares; 2025Q1: 9,403 shares; 2025Q2: 11,963 shares; 2025Q3: 20,399 shares; 2025Q4: 23,009 shares 23,009 $1.72M 0.21% +2,610 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: 3,781 shares; 2024Q4: 2,953 shares; 2025Q1: 2,880 shares; 2025Q2: 2,955 shares; 2025Q3: 3,007 shares; 2025Q4: 3,703 shares 3,703 $1.67M 0.2% +696 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: 10,816 shares; 2024Q4: 11,626 shares; 2025Q1: 13,752 shares; 2025Q2: 14,643 shares; 2025Q3: 15,917 shares; 2025Q4: 17,738 shares 17,738 $1.65M 0.2% +1,821 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: 1,286 shares; 2024Q4: 1,342 shares; 2025Q1: 1,287 shares; 2025Q2: 1,596 shares; 2025Q3: 1,655 shares; 2025Q4: 17,421 shares 17,421 $1.63M 0.2% +15,766 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: 7,142 shares; 2024Q4: 7,291 shares; 2025Q1: 7,190 shares; 2025Q2: 7,140 shares; 2025Q3: 7,193 shares; 2025Q4: 7,376 shares 7,376 $1.62M 0.2% +183 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,200 shares 61,200 $1.61M 0.2% new 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: 9,882 shares; 2024Q4: 8,701 shares; 2025Q1: 7,685 shares; 2025Q2: 9,176 shares; 2025Q3: 9,705 shares; 2025Q4: 9,279 shares 9,279 $1.59M 0.19% -426 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,648 shares; 2024Q4: 115,625 shares; 2025Q1: 111,550 shares; 2025Q2: 97,275 shares; 2025Q3: 94,350 shares; 2025Q4: 87,700 shares 87,700 $1.58M 0.19% -6,650 Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,110 shares; 2024Q4: 77,110 shares; 2025Q1: 74,610 shares; 2025Q2: 68,090 shares; 2025Q3: 63,690 shares; 2025Q4: 54,980 shares 54,980 $1.53M 0.19% -8,710 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,421 shares; 2024Q4: 24,817 shares; 2025Q1: 28,178 shares; 2025Q2: 30,180 shares; 2025Q3: 30,148 shares; 2025Q4: 30,926 shares 30,926 $1.47M 0.18% +778 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: 13,192 shares; 2024Q4: 11,254 shares; 2025Q1: 9,407 shares; 2025Q2: 9,469 shares; 2025Q3: 9,126 shares; 2025Q4: 9,398 shares 9,398 $1.43M 0.18% +272 Timeline MUST 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: 68,490 shares; 2024Q4: 67,590 shares; 2025Q1: 67,235 shares; 2025Q2: 67,299 shares; 2025Q3: 67,364 shares; 2025Q4: 67,449 shares 67,449 $1.39M 0.17% +85 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: 12,285 shares; 2024Q4: 11,222 shares; 2025Q1: 11,109 shares; 2025Q2: 17,118 shares; 2025Q3: 17,791 shares; 2025Q4: 17,334 shares 17,334 $1.34M 0.16% -457 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: 4,767 shares; 2024Q4: 6,314 shares; 2025Q1: 6,566 shares; 2025Q2: 6,599 shares; 2025Q3: 6,613 shares; 2025Q4: 6,480 shares 6,480 $1.29M 0.16% -133 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: 8,571 shares; 2024Q4: 7,667 shares; 2025Q1: 7,696 shares; 2025Q2: 6,957 shares; 2025Q3: 6,874 shares; 2025Q4: 6,508 shares 6,508 $1.27M 0.16% -366 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,950 shares; 2024Q4: 63,700 shares; 2025Q1: 64,098 shares; 2025Q2: 65,448 shares; 2025Q3: 65,448 shares; 2025Q4: 65,948 shares 65,948 $1.27M 0.15% +500 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: 442,100 shares; 2024Q4: 400,300 shares; 2025Q1: 345,850 shares; 2025Q2: 371,050 shares; 2025Q3: 266,150 shares; 2025Q4: 252,900 shares 252,900 $1.26M 0.15% -13,250 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,764 shares; 2024Q4: 28,588 shares; 2025Q1: 23,407 shares; 2025Q2: 22,537 shares; 2025Q3: 23,709 shares; 2025Q4: 23,431 shares 23,431 $1.26M 0.15% -278 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 3,483 shares; 2025Q1: 6,233 shares; 2025Q2: 6,319 shares; 2025Q3: 6,536 shares; 2025Q4: 5,935 shares 5,935 $1.24M 0.15% -601 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: 16,527 shares; 2024Q4: 18,881 shares; 2025Q1: 19,873 shares; 2025Q2: 20,223 shares; 2025Q3: 20,311 shares; 2025Q4: 20,277 shares 20,277 $1.22M 0.15% -34 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 1,123 shares; 2025Q1: 1,300 shares; 2025Q2: 2,389 shares; 2025Q3: 2,609 shares; 2025Q4: 4,383 shares 4,383 $1.13M 0.14% +1,774 Timeline JAVA 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: 13,112 shares; 2024Q4: 16,798 shares; 2025Q1: 14,988 shares; 2025Q2: 15,233 shares; 2025Q3: 14,196 shares; 2025Q4: 15,592 shares 15,592 $1.12M 0.14% +1,396 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,200 shares; 2025Q2: 4,580 shares; 2025Q3: 4,345 shares; 2025Q4: 9,845 shares 9,845 $1.09M 0.13% +5,500 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,211 shares; 2025Q3: 1,219 shares; 2025Q4: 1,020 shares 1,020 $1.09M 0.13% -199 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,125 shares; 2025Q4: 19,906 shares 19,906 $1.08M 0.13% +15,781 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: 49,550 shares; 2024Q4: 51,617 shares; 2025Q1: 53,535 shares; 2025Q2: 54,241 shares; 2025Q3: 8,721 shares; 2025Q4: 8,814 shares 8,814 $1.06M 0.13% +93 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: not reported; 2024Q4: 2,449 shares; 2025Q1: not reported; 2025Q2: 3,102 shares; 2025Q3: 3,697 shares; 2025Q4: 4,855 shares 4,855 $1.05M 0.13% +1,158 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,555 shares; 2025Q1: 5,068 shares; 2025Q2: 6,976 shares; 2025Q3: 8,238 shares; 2025Q4: 20,822 shares 20,822 $1.03M 0.13% +12,584 Timeline ICOW 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: 21,049 shares; 2024Q4: 21,867 shares; 2025Q1: 22,837 shares; 2025Q2: 23,867 shares; 2025Q3: 24,287 shares; 2025Q4: 25,178 shares 25,178 $974K 0.12% +891 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: 41,105 shares; 2024Q4: 41,111 shares; 2025Q1: 15,675 shares; 2025Q2: 13,944 shares; 2025Q3: 15,000 shares; 2025Q4: 14,869 shares 14,869 $929K 0.11% -131 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,285 shares; 2025Q1: 1,218 shares; 2025Q2: 1,241 shares; 2025Q3: 1,237 shares; 2025Q4: 1,213 shares 1,213 $914K 0.11% -24 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 3,206 shares; 2025Q1: 3,530 shares; 2025Q2: 3,718 shares; 2025Q3: 3,728 shares; 2025Q4: 4,247 shares 4,247 $912K 0.11% +519 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: 17,451 shares; 2024Q4: 19,227 shares; 2025Q1: 19,604 shares; 2025Q2: 19,834 shares; 2025Q3: 19,924 shares; 2025Q4: 20,441 shares 20,441 $907K 0.11% +517 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,195 shares; 2024Q4: 8,395 shares; 2025Q1: 8,420 shares; 2025Q2: 8,260 shares; 2025Q3: 8,060 shares; 2025Q4: 7,960 shares 7,960 $906K 0.11% -100 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: 7,610 shares; 2024Q4: 6,510 shares; 2025Q1: 6,155 shares; 2025Q2: 5,810 shares; 2025Q3: 5,810 shares; 2025Q4: 5,485 shares 5,485 $883K 0.11% -325 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,090 shares; 2024Q4: 4,150 shares; 2025Q1: 3,910 shares; 2025Q2: 4,761 shares; 2025Q3: 4,976 shares; 2025Q4: 4,533 shares 4,533 $877K 0.11% -443 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 777 shares; 2025Q1: 648 shares; 2025Q2: 1,547 shares; 2025Q3: 1,588 shares; 2025Q4: 1,849 shares 1,849 $861K 0.11% +261 Timeline JGLO 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: 15,345 shares; 2024Q4: 18,504 shares; 2025Q1: 19,837 shares; 2025Q2: 16,048 shares; 2025Q3: 12,513 shares; 2025Q4: 12,676 shares 12,676 $858K 0.1% +163 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: 6,727 shares; 2024Q4: 6,730 shares; 2025Q1: 6,149 shares; 2025Q2: 6,150 shares; 2025Q3: 6,153 shares; 2025Q4: 6,147 shares 6,147 $855K 0.1% -6 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: 5,038 shares; 2024Q4: 4,801 shares; 2025Q1: 4,666 shares; 2025Q2: 5,135 shares; 2025Q3: 5,360 shares; 2025Q4: 5,199 shares 5,199 $832K 0.1% -161 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: 3,696 shares; 2024Q4: 3,320 shares; 2025Q1: 3,592 shares; 2025Q2: 5,179 shares; 2025Q3: 5,299 shares; 2025Q4: 5,412 shares 5,412 $831K 0.1% +113 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,876 shares; 2024Q4: 19,425 shares; 2025Q1: 20,010 shares; 2025Q2: 20,235 shares; 2025Q3: 20,355 shares; 2025Q4: 20,591 shares 20,591 $831K 0.1% +236 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: 22,628 shares; 2024Q4: 23,119 shares; 2025Q1: 23,231 shares; 2025Q2: 23,130 shares; 2025Q3: 22,661 shares; 2025Q4: 22,112 shares 22,112 $816K 0.1% -549 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: 3,713 shares; 2024Q4: 3,730 shares; 2025Q1: 3,731 shares; 2025Q2: 3,731 shares; 2025Q3: 3,732 shares; 2025Q4: 3,748 shares 3,748 $794K 0.1% +16 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,500 shares; 2024Q4: 19,250 shares; 2025Q1: 18,500 shares; 2025Q2: 18,250 shares; 2025Q3: 18,000 shares; 2025Q4: 17,700 shares 17,700 $780K 0.1% -300 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,803 shares; 2025Q2: 20,529 shares; 2025Q3: 21,144 shares; 2025Q4: 30,958 shares 30,958 $768K 0.09% +9,814 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,865 shares; 2024Q4: 10,904 shares; 2025Q1: 12,062 shares; 2025Q2: 13,051 shares; 2025Q3: 13,528 shares; 2025Q4: 16,164 shares 16,164 $765K 0.09% +2,636 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,346 shares; 2024Q4: 3,831 shares; 2025Q1: 4,036 shares; 2025Q2: 3,556 shares; 2025Q3: 3,655 shares; 2025Q4: 3,662 shares 3,662 $756K 0.09% +7 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.09% 0 Timeline VTWO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,558 shares 7,558 $752K 0.09% new Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,161 shares; 2025Q2: 14,763 shares; 2025Q3: 14,774 shares; 2025Q4: 14,981 shares 14,981 $751K 0.09% +207 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: 3,698 shares; 2024Q4: 2,997 shares; 2025Q1: 3,256 shares; 2025Q2: 5,087 shares; 2025Q3: 5,150 shares; 2025Q4: 5,040 shares 5,040 $722K 0.09% -110 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,281 shares; 2024Q4: 14,725 shares; 2025Q1: 14,725 shares; 2025Q2: 14,724 shares; 2025Q3: 14,725 shares; 2025Q4: 14,664 shares 14,664 $715K 0.09% -61 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,496 shares; 2025Q3: 9,552 shares; 2025Q4: 9,992 shares 9,992 $709K 0.09% +440 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,308 shares; 2024Q4: 4,686 shares; 2025Q1: 4,679 shares; 2025Q2: 4,677 shares; 2025Q3: 4,650 shares; 2025Q4: 4,548 shares 4,548 $704K 0.09% -102 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,175 shares; 2024Q4: 15,800 shares; 2025Q1: 15,750 shares; 2025Q2: 15,900 shares; 2025Q3: 15,900 shares; 2025Q4: 15,800 shares 15,800 $701K 0.09% -100 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: 6,588 shares; 2024Q4: 5,465 shares; 2025Q1: 3,905 shares; 2025Q2: 8,329 shares; 2025Q3: 9,381 shares; 2025Q4: 9,698 shares 9,698 $678K 0.08% +317 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: 44,776 shares; 2024Q4: 36,093 shares; 2025Q1: 32,261 shares; 2025Q2: 32,307 shares; 2025Q3: 40,927 shares; 2025Q4: 41,024 shares 41,024 $676K 0.08% +97 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,082 shares; 2025Q3: 9,410 shares; 2025Q4: 9,268 shares 9,268 $644K 0.08% -142 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,938 shares; 2024Q4: 4,560 shares; 2025Q1: 5,525 shares; 2025Q2: 7,035 shares; 2025Q3: 7,530 shares; 2025Q4: 5,887 shares 5,887 $644K 0.08% -1,643 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: 10,008 shares; 2024Q4: 10,852 shares; 2025Q1: 10,652 shares; 2025Q2: 10,557 shares; 2025Q3: 10,630 shares; 2025Q4: 10,634 shares 10,634 $639K 0.08% +4 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,418 shares; 2024Q4: 3,418 shares; 2025Q1: 3,338 shares; 2025Q2: 3,459 shares; 2025Q3: 3,440 shares; 2025Q4: 3,443 shares 3,443 $639K 0.08% +3 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: 1,821 shares; 2024Q4: 1,749 shares; 2025Q1: 1,699 shares; 2025Q2: 1,709 shares; 2025Q3: 1,704 shares; 2025Q4: 1,706 shares 1,706 $631K 0.08% +2 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,118 shares; 2024Q4: 11,395 shares; 2025Q1: 10,128 shares; 2025Q2: 9,256 shares; 2025Q3: 10,006 shares; 2025Q4: 12,828 shares 12,828 $629K 0.08% +2,822 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: 2,330 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 950 shares; 2025Q3: 1,062 shares; 2025Q4: 1,065 shares 1,065 $608K 0.07% +3 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: 16,559 shares; 2025Q3: 17,381 shares; 2025Q4: 17,625 shares 17,625 $604K 0.07% +244 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: 5,984 shares; 2024Q4: 5,083 shares; 2025Q1: 4,693 shares; 2025Q2: 4,815 shares; 2025Q3: 4,813 shares; 2025Q4: 4,809 shares 4,809 $603K 0.07% -4 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: 21,486 shares; 2024Q4: 23,074 shares; 2025Q1: 22,743 shares; 2025Q2: 21,805 shares; 2025Q3: 21,811 shares; 2025Q4: 21,819 shares 21,819 $600K 0.07% +8 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,590 shares; 2024Q4: 6,747 shares; 2025Q1: 5,528 shares; 2025Q2: 4,482 shares; 2025Q3: 5,821 shares; 2025Q4: 6,051 shares 6,051 $591K 0.07% +230 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,473 shares; 2024Q4: 12,149 shares; 2025Q1: 11,291 shares; 2025Q2: 11,058 shares; 2025Q3: 10,763 shares; 2025Q4: 10,780 shares 10,780 $590K 0.07% +17 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,828 shares; 2024Q4: 8,828 shares; 2025Q1: 8,731 shares; 2025Q2: 8,395 shares; 2025Q3: 8,134 shares; 2025Q4: 7,980 shares 7,980 $585K 0.07% -154 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: 252 shares; 2024Q4: 433 shares; 2025Q1: 538 shares; 2025Q2: 548 shares; 2025Q3: 578 shares; 2025Q4: 541 shares 541 $579K 0.07% -37 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,680 shares; 2025Q2: 7,628 shares; 2025Q3: 7,442 shares; 2025Q4: 7,067 shares 7,067 $574K 0.07% -375 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: 493 shares; 2024Q4: 457 shares; 2025Q1: 549 shares; 2025Q2: 1,178 shares; 2025Q3: 1,182 shares; 2025Q4: 1,173 shares 1,173 $567K 0.07% -9 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: 1,291 shares; 2024Q4: 1,276 shares; 2025Q1: 1,544 shares; 2025Q2: 1,944 shares; 2025Q3: 2,361 shares; 2025Q4: 2,824 shares 2,824 $550K 0.07% +463 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: 9,100 shares; 2024Q4: 7,950 shares; 2025Q1: 7,550 shares; 2025Q2: 7,550 shares; 2025Q3: 7,300 shares; 2025Q4: 7,100 shares 7,100 $549K 0.07% -200 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: 8,907 shares; 2024Q4: 7,486 shares; 2025Q1: 7,324 shares; 2025Q2: 5,775 shares; 2025Q3: 5,094 shares; 2025Q4: 5,203 shares 5,203 $548K 0.07% +109 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,471 shares; 2025Q1: 1,471 shares; 2025Q2: 1,486 shares; 2025Q3: 1,535 shares; 2025Q4: 1,548 shares 1,548 $547K 0.07% +13 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,388 shares; 2024Q4: 7,452 shares; 2025Q1: 9,169 shares; 2025Q2: 9,524 shares; 2025Q3: 9,879 shares; 2025Q4: 12,204 shares 12,204 $543K 0.07% +2,325 Timeline JMOM 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: 7,966 shares; 2025Q3: 7,793 shares; 2025Q4: 7,896 shares 7,896 $538K 0.07% +103 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,950 shares; 2025Q3: 9,150 shares; 2025Q4: 12,240 shares 12,240 $530K 0.06% +3,090 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,044 shares; 2024Q4: 4,097 shares; 2025Q1: 4,072 shares; 2025Q2: 4,112 shares; 2025Q3: 4,860 shares; 2025Q4: 6,279 shares 6,279 $526K 0.06% +1,419 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: 4,632 shares; 2024Q4: 4,591 shares; 2025Q1: 7,018 shares; 2025Q2: 6,476 shares; 2025Q3: 6,422 shares; 2025Q4: 6,423 shares 6,423 $516K 0.06% +1 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: 4,152 shares; 2024Q4: 4,203 shares; 2025Q1: 4,203 shares; 2025Q2: 4,177 shares; 2025Q3: 4,172 shares; 2025Q4: 4,172 shares 4,172 $514K 0.06% 0 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: 1,512 shares; 2024Q4: 1,498 shares; 2025Q1: 1,523 shares; 2025Q2: 1,537 shares; 2025Q3: 1,526 shares; 2025Q4: 1,573 shares 1,573 $501K 0.06% +47 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: 2,342 shares; 2024Q4: 2,342 shares; 2025Q1: 2,780 shares; 2025Q2: 2,780 shares; 2025Q3: 2,713 shares; 2025Q4: 2,713 shares 2,713 $498K 0.06% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 361 shares; 2025Q1: 359 shares; 2025Q2: 5,340 shares; 2025Q3: 5,460 shares; 2025Q4: 5,390 shares 5,390 $492K 0.06% -70 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,927 shares; 2024Q4: 6,015 shares; 2025Q1: 6,015 shares; 2025Q2: 6,065 shares; 2025Q3: 6,115 shares; 2025Q4: 6,312 shares 6,312 $489K 0.06% +197 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: 1,285 shares; 2024Q4: 1,130 shares; 2025Q1: 1,090 shares; 2025Q2: 1,050 shares; 2025Q3: 945 shares; 2025Q4: 956 shares 956 $488K 0.06% +11 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,231 shares; 2024Q4: 3,374 shares; 2025Q1: 3,650 shares; 2025Q2: 3,678 shares; 2025Q3: 3,653 shares; 2025Q4: 3,654 shares 3,654 $485K 0.06% +1 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: 3,064 shares; 2024Q4: 2,659 shares; 2025Q1: 2,257 shares; 2025Q2: 3,910 shares; 2025Q3: 3,447 shares; 2025Q4: 3,344 shares 3,344 $480K 0.06% -103 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,584 shares; 2024Q4: 2,359 shares; 2025Q1: 2,290 shares; 2025Q2: 2,268 shares; 2025Q3: 2,278 shares; 2025Q4: 2,262 shares 2,262 $476K 0.06% -16 Timeline WING WINGSTOP INC More: the full row for WINGSTOP 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: 910 shares; 2025Q2: 1,105 shares; 2025Q3: 1,100 shares; 2025Q4: 1,995 shares 1,995 $476K 0.06% +895 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: 2,132 shares; 2024Q4: 2,061 shares; 2025Q1: 2,019 shares; 2025Q2: 2,021 shares; 2025Q3: 2,004 shares; 2025Q4: 3,941 shares 3,941 $471K 0.06% +1,937 Timeline GLOF 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: 10,337 shares; 2025Q3: 9,869 shares; 2025Q4: 8,885 shares 8,885 $469K 0.06% -984 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,212 shares; 2024Q4: 7,428 shares; 2025Q1: 5,401 shares; 2025Q2: 4,781 shares; 2025Q3: 4,883 shares; 2025Q4: 4,848 shares 4,848 $467K 0.06% -35 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,491 shares; 2024Q4: 7,568 shares; 2025Q1: 9,008 shares; 2025Q2: 1,194 shares; 2025Q3: 1,270 shares; 2025Q4: 1,330 shares 1,330 $465K 0.06% +60 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: 935 shares; 2024Q4: 907 shares; 2025Q1: 913 shares; 2025Q2: 972 shares; 2025Q3: 981 shares; 2025Q4: 994 shares 994 $464K 0.06% +13 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,249 shares; 2024Q4: 5,334 shares; 2025Q1: 4,729 shares; 2025Q2: 4,869 shares; 2025Q3: 4,870 shares; 2025Q4: 4,966 shares 4,966 $444K 0.05% +96 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: 546 shares; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 499 shares 499 $439K 0.05% +6 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: 4,367 shares; 2024Q4: 3,442 shares; 2025Q1: 3,717 shares; 2025Q2: 3,717 shares; 2025Q3: 3,617 shares; 2025Q4: 3,737 shares 3,737 $438K 0.05% +120 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 2,851 shares; 2025Q1: 2,851 shares; 2025Q2: 2,851 shares; 2025Q3: 2,851 shares; 2025Q4: 2,851 shares 2,851 $435K 0.05% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,943 shares; 2024Q4: 5,404 shares; 2025Q1: 5,327 shares; 2025Q2: 5,056 shares; 2025Q3: 5,207 shares; 2025Q4: 5,207 shares 5,207 $434K 0.05% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,754 shares; 2025Q3: 4,360 shares; 2025Q4: 4,309 shares 4,309 $431K 0.05% -51 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,412 shares; 2024Q4: 2,413 shares; 2025Q1: 2,414 shares; 2025Q2: 2,414 shares; 2025Q3: 2,415 shares; 2025Q4: 2,417 shares 2,417 $429K 0.05% +2 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,681 shares; 2025Q3: 1,846 shares; 2025Q4: 2,735 shares 2,735 $424K 0.05% +889 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,452 shares; 2025Q1: 1,452 shares; 2025Q2: 1,452 shares; 2025Q3: 1,478 shares; 2025Q4: 1,478 shares 1,478 $413K 0.05% 0 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: 1,354 shares; 2024Q4: 1,322 shares; 2025Q1: 1,325 shares; 2025Q2: 1,326 shares; 2025Q3: 1,329 shares; 2025Q4: 1,364 shares 1,364 $407K 0.05% +35 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: 1,628 shares; 2024Q4: 1,455 shares; 2025Q1: 1,525 shares; 2025Q2: 1,557 shares; 2025Q3: 1,962 shares; 2025Q4: 1,927 shares 1,927 $400K 0.05% -35 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,530 shares; 2024Q4: 2,975 shares; 2025Q1: 2,515 shares; 2025Q2: 2,055 shares; 2025Q3: 1,950 shares; 2025Q4: 1,753 shares 1,753 $394K 0.05% -197 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,086 shares; 2025Q3: 12,143 shares; 2025Q4: 12,527 shares 12,527 $378K 0.05% +384 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: 5,751 shares 5,751 $371K 0.05% new Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,409 shares; 2024Q4: 6,409 shares; 2025Q1: 6,744 shares; 2025Q2: 6,409 shares; 2025Q3: 6,409 shares; 2025Q4: 6,409 shares 6,409 $367K 0.04% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,429 shares; 2024Q4: 2,389 shares; 2025Q1: 2,346 shares; 2025Q2: 2,333 shares; 2025Q3: 2,334 shares; 2025Q4: 2,333 shares 2,333 $361K 0.04% -1 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,838 shares; 2025Q4: 4,493 shares 4,493 $361K 0.04% +655 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,612 shares; 2025Q1: 1,437 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 1,387 shares 1,387 $359K 0.04% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,452 shares; 2025Q3: 11,619 shares; 2025Q4: 12,686 shares 12,686 $348K 0.04% +1,067 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,246 shares; 2024Q4: 4,196 shares; 2025Q1: 4,305 shares; 2025Q2: 4,380 shares; 2025Q3: 4,257 shares; 2025Q4: 4,108 shares 4,108 $346K 0.04% -149 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,587 shares; 2024Q4: 3,853 shares; 2025Q1: 3,748 shares; 2025Q2: 1,359 shares; 2025Q3: 1,527 shares; 2025Q4: 1,381 shares 1,381 $340K 0.04% -146 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 1,056 shares; 2025Q1: 1,067 shares; 2025Q2: 1,055 shares; 2025Q3: 1,023 shares; 2025Q4: 1,025 shares 1,025 $335K 0.04% +2 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,282 shares; 2025Q1: 2,253 shares; 2025Q2: 2,275 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares 2,310 $333K 0.04% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 770 shares; 2025Q1: 742 shares; 2025Q2: 699 shares; 2025Q3: 699 shares; 2025Q4: 692 shares 692 $327K 0.04% -7 Timeline JIG 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: 3,879 shares; 2025Q4: 4,447 shares 4,447 $326K 0.04% +568 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,090 shares; 2024Q4: 4,099 shares; 2025Q1: 3,548 shares; 2025Q2: 3,553 shares; 2025Q3: 3,559 shares; 2025Q4: 3,564 shares 3,564 $326K 0.04% +5 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: 6,196 shares; 2024Q4: 6,165 shares; 2025Q1: 6,104 shares; 2025Q2: 5,870 shares; 2025Q3: 4,824 shares; 2025Q4: 7,271 shares 7,271 $325K 0.04% +2,447 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: 9,565 shares; 2024Q4: 9,182 shares; 2025Q1: 8,841 shares; 2025Q2: 8,678 shares; 2025Q3: 8,720 shares; 2025Q4: 8,720 shares 8,720 $316K 0.04% 0 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: 792 shares; 2024Q4: 774 shares; 2025Q1: 1,366 shares; 2025Q2: 1,395 shares; 2025Q3: 1,235 shares; 2025Q4: 935 shares 935 $315K 0.04% -300 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: not reported; 2025Q2: not reported; 2025Q3: 2,113 shares; 2025Q4: 2,113 shares 2,113 $314K 0.04% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,714 shares; 2024Q4: 1,424 shares; 2025Q1: 1,411 shares; 2025Q2: 1,351 shares; 2025Q3: 1,355 shares; 2025Q4: 1,357 shares 1,357 $314K 0.04% +2 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 4,356 shares; 2025Q1: 4,301 shares; 2025Q2: 3,367 shares; 2025Q3: 3,086 shares; 2025Q4: 2,987 shares 2,987 $311K 0.04% -99 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,070 shares; 2025Q4: 4,335 shares 4,335 $310K 0.04% +265 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,916 shares; 2025Q3: 3,085 shares; 2025Q4: 3,251 shares 3,251 $304K 0.04% +166 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,055 shares; 2025Q1: 2,056 shares; 2025Q2: 2,059 shares; 2025Q3: 2,098 shares; 2025Q4: 2,072 shares 2,072 $297K 0.04% -26 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,487 shares; 2025Q3: 5,526 shares; 2025Q4: 5,945 shares 5,945 $297K 0.04% +419 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: 1,412 shares; 2024Q4: 1,672 shares; 2025Q1: 1,402 shares; 2025Q2: 1,931 shares; 2025Q3: 1,908 shares; 2025Q4: 1,711 shares 1,711 $297K 0.04% -197 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: 5,934 shares; 2024Q4: 6,309 shares; 2025Q1: 6,066 shares; 2025Q2: 2,684 shares; 2025Q3: 2,434 shares; 2025Q4: 2,575 shares 2,575 $293K 0.04% +141 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: 498 shares; 2024Q4: 1,097 shares; 2025Q1: 559 shares; 2025Q2: not reported; 2025Q3: 863 shares; 2025Q4: 738 shares 738 $292K 0.04% -125 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: 515 shares; 2024Q4: 436 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 516 shares; 2025Q4: 516 shares 516 $292K 0.04% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,611 shares; 2025Q3: 2,990 shares; 2025Q4: 2,979 shares 2,979 $286K 0.03% -11 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,299 shares; 2024Q4: 26,752 shares; 2025Q1: 22,706 shares; 2025Q2: 12,904 shares; 2025Q3: 11,056 shares; 2025Q4: 10,157 shares 10,157 $285K 0.03% -899 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,401 shares; 2024Q4: 3,386 shares; 2025Q1: 3,393 shares; 2025Q2: 3,393 shares; 2025Q3: 3,257 shares; 2025Q4: 3,230 shares 3,230 $285K 0.03% -27 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,858 shares; 2025Q3: 2,859 shares; 2025Q4: 2,928 shares 2,928 $278K 0.03% +69 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 2,257 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares 2,057 $273K 0.03% 0 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: 2,024 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,670 shares; 2025Q4: 2,034 shares 2,034 $267K 0.03% +364 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,811 shares 11,811 $265K 0.03% new 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: not reported; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,408 shares 1,408 $265K 0.03% +128 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,278 shares 3,278 $261K 0.03% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,964 shares 5,964 $255K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,882 shares; 2025Q4: 1,883 shares 1,883 $254K 0.03% +1 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,180 shares; 2024Q4: 3,405 shares; 2025Q1: 3,320 shares; 2025Q2: 3,295 shares; 2025Q3: 3,295 shares; 2025Q4: 3,155 shares 3,155 $254K 0.03% -140 Timeline IYY 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: 1,838 shares; 2024Q4: 1,809 shares; 2025Q1: 1,692 shares; 2025Q2: 1,612 shares; 2025Q3: 1,592 shares; 2025Q4: 1,523 shares 1,523 $253K 0.03% -69 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 1,068 shares; 2025Q1: 1,072 shares; 2025Q2: 1,076 shares; 2025Q3: 1,081 shares; 2025Q4: 1,178 shares 1,178 $249K 0.03% +97 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: 1,540 shares; 2024Q4: 465 shares; 2025Q1: 431 shares; 2025Q2: not reported; 2025Q3: 433 shares; 2025Q4: 428 shares 428 $248K 0.03% -5 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,529 shares; 2025Q1: 1,504 shares; 2025Q2: 1,179 shares; 2025Q3: 1,179 shares; 2025Q4: 1,182 shares 1,182 $244K 0.03% +3 Timeline XLC 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: 2,454 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,038 shares; 2025Q3: 2,040 shares; 2025Q4: 2,056 shares 2,056 $242K 0.03% +16 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: not reported; 2024Q4: not reported; 2025Q1: 1,307 shares; 2025Q2: 1,201 shares; 2025Q3: 1,229 shares; 2025Q4: 1,003 shares 1,003 $242K 0.03% -226 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,065 shares; 2025Q1: not reported; 2025Q2: 1,065 shares; 2025Q3: 1,045 shares; 2025Q4: 1,037 shares 1,037 $239K 0.03% -8 Timeline NANC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,230 shares; 2025Q1: not reported; 2025Q2: 5,230 shares; 2025Q3: 5,230 shares; 2025Q4: 5,230 shares 5,230 $239K 0.03% 0 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: 304 shares; 2024Q4: 304 shares; 2025Q1: not reported; 2025Q2: 295 shares; 2025Q3: 292 shares; 2025Q4: 294 shares 294 $238K 0.03% +2 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 2,779 shares; 2025Q1: 2,613 shares; 2025Q2: 2,506 shares; 2025Q3: 2,507 shares; 2025Q4: 2,487 shares 2,487 $237K 0.03% -20 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,788 shares; 2024Q4: 4,913 shares; 2025Q1: 5,692 shares; 2025Q2: 4,783 shares; 2025Q3: 4,975 shares; 2025Q4: 5,008 shares 5,008 $232K 0.03% +33 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $230K 0.03% 0 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: 1,028 shares; 2024Q4: 1,028 shares; 2025Q1: 1,010 shares; 2025Q2: 969 shares; 2025Q3: 969 shares; 2025Q4: 1,006 shares 1,006 $229K 0.03% +37 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 413 shares; 2025Q1: 463 shares; 2025Q2: 434 shares; 2025Q3: 428 shares; 2025Q4: 431 shares 431 $225K 0.03% +3 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: 1,435 shares; 2024Q4: 1,125 shares; 2025Q1: 1,105 shares; 2025Q2: 1,095 shares; 2025Q3: 1,161 shares; 2025Q4: 1,110 shares 1,110 $225K 0.03% -51 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,750 shares; 2025Q3: 11,675 shares; 2025Q4: 9,175 shares 9,175 $225K 0.03% -2,500 Timeline IWO 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: 3,734 shares; 2024Q4: 2,336 shares; 2025Q1: 1,762 shares; 2025Q2: 708 shares; 2025Q3: 694 shares; 2025Q4: 694 shares 694 $224K 0.03% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,637 shares; 2024Q4: 12,547 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,560 shares; 2025Q4: 9,234 shares 9,234 $222K 0.03% +674 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,851 shares; 2025Q4: 6,271 shares 6,271 $222K 0.03% +420 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI 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: 7,978 shares; 2025Q4: 8,368 shares 8,368 $219K 0.03% +390 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,722 shares; 2025Q1: 2,722 shares; 2025Q2: 2,821 shares; 2025Q3: not reported; 2025Q4: 2,640 shares 2,640 $217K 0.03% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,260 shares; 2025Q4: 2,565 shares 2,565 $215K 0.03% +305 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,124 shares; 2025Q4: 1,148 shares 1,148 $212K 0.03% +24 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: 2,303 shares; 2024Q4: 2,254 shares; 2025Q1: 2,209 shares; 2025Q2: 2,224 shares; 2025Q3: 2,240 shares; 2025Q4: 2,220 shares 2,220 $211K 0.03% -20 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $211K 0.03% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,700 shares 4,700 $211K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 698 shares; 2025Q4: 684 shares 684 $211K 0.03% -14 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,157 shares; 2024Q4: not reported; 2025Q1: 2,197 shares; 2025Q2: 2,219 shares; 2025Q3: 2,243 shares; 2025Q4: 2,274 shares 2,274 $208K 0.03% +31 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 251 shares 251 $206K 0.03% new 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: 14,335 shares; 2024Q4: 14,335 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,389 shares 4,389 $205K 0.03% new 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: 6,906 shares; 2024Q4: 7,179 shares; 2025Q1: 7,711 shares; 2025Q2: not reported; 2025Q3: 563 shares; 2025Q4: 357 shares 357 $204K 0.02% -206 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,165 shares; 2025Q4: 1,168 shares 1,168 $203K 0.02% +3 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: 9,320 shares; 2024Q4: 10,096 shares; 2025Q1: 10,244 shares; 2025Q2: not reported; 2025Q3: 8,601 shares; 2025Q4: 6,802 shares 6,802 $169K 0.02% -1,799 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,116 shares 1,116 $164K 0.02% new Timeline RXST RXSIGHT INC More: the full row for RXSIGHT 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: 14,200 shares; 2025Q4: 14,200 shares 14,200 $148K 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: 10,470 shares; 2025Q1: 10,470 shares; 2025Q2: 10,500 shares; 2025Q3: 10,550 shares; 2025Q4: 12,550 shares 12,550 $144K 0.02% +2,000 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 887 shares 887 $142K 0.02% new Timeline LPTH LIGHTPATH TECHNOLOGIES INC More: the full row for LIGHTPATH TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $108K 0.01% new Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,638 shares; 2024Q4: 36,540 shares; 2025Q1: 44,540 shares; 2025Q2: 78,300 shares; 2025Q3: 77,250 shares; 2025Q4: 90,300 shares 90,300 $103K 0.01% +13,050 Timeline