ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 675,878 shares; 2024Q3: 682,919 shares; 2024Q4: 693,539 shares; 2025Q1: 379,445 shares; 2025Q2: 678,646 shares; 2025Q3: 377,107 shares; 2025Q4: 694,165 shares 694,165 $84M 6.09% +317,058 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,143,219 shares; 2024Q3: 1,104,513 shares; 2024Q4: 1,025,513 shares; 2025Q1: 952,305 shares; 2025Q2: 998,091 shares; 2025Q3: 924,770 shares; 2025Q4: 924,705 shares 924,705 $68.8M 4.99% -65 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 381,014 shares; 2024Q3: 444,368 shares; 2024Q4: 479,463 shares; 2025Q1: 243,498 shares; 2025Q2: 439,959 shares; 2025Q3: 242,356 shares; 2025Q4: 459,182 shares 459,182 $60.8M 4.41% +216,826 Timeline VSGX 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: 759,635 shares; 2024Q3: 774,412 shares; 2024Q4: 748,862 shares; 2025Q1: 617,336 shares; 2025Q2: 816,012 shares; 2025Q3: 617,714 shares; 2025Q4: 840,991 shares 840,991 $60.3M 4.37% +223,277 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 405,680 shares; 2024Q3: 419,713 shares; 2024Q4: 443,635 shares; 2025Q1: 266,731 shares; 2025Q2: 465,124 shares; 2025Q3: 267,315 shares; 2025Q4: 483,817 shares 483,817 $54.1M 3.92% +216,502 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 298,213 shares; 2024Q3: 329,439 shares; 2024Q4: 269,399 shares; 2025Q1: 143,909 shares; 2025Q2: 377,239 shares; 2025Q3: 159,749 shares; 2025Q4: 417,952 shares 417,952 $40.2M 2.92% +258,203 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: 504,294 shares; 2024Q3: 508,483 shares; 2024Q4: 375,697 shares; 2025Q1: 376,853 shares; 2025Q2: 382,885 shares; 2025Q3: 164,419 shares; 2025Q4: 170,004 shares 170,004 $35.2M 2.55% +5,585 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: 141,627 shares; 2024Q3: 139,213 shares; 2024Q4: 135,417 shares; 2025Q1: 69,169 shares; 2025Q2: 133,850 shares; 2025Q3: 77,349 shares; 2025Q4: 124,127 shares 124,127 $33.7M 2.44% +46,778 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 280,966 shares; 2024Q3: 285,810 shares; 2024Q4: 313,799 shares; 2025Q1: not reported; 2025Q2: 366,552 shares; 2025Q3: not reported; 2025Q4: 412,887 shares 412,887 $33.2M 2.4% new 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: 151,509 shares; 2024Q3: 138,074 shares; 2024Q4: 140,529 shares; 2025Q1: 94,315 shares; 2025Q2: 134,219 shares; 2025Q3: 92,331 shares; 2025Q4: 133,098 shares 133,098 $30.7M 2.23% +40,767 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: 142,454 shares; 2024Q3: 166,888 shares; 2024Q4: 162,097 shares; 2025Q1: 85,577 shares; 2025Q2: 220,779 shares; 2025Q3: 95,113 shares; 2025Q4: 238,770 shares 238,770 $26.3M 1.91% +143,657 Timeline LQDH 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: 207,768 shares; 2024Q3: 217,240 shares; 2024Q4: 225,694 shares; 2025Q1: 97,466 shares; 2025Q2: 240,710 shares; 2025Q3: 112,721 shares; 2025Q4: 262,375 shares 262,375 $24.5M 1.78% +149,654 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: 324,473 shares; 2024Q3: 340,076 shares; 2024Q4: 276,529 shares; 2025Q1: 198,228 shares; 2025Q2: 290,730 shares; 2025Q3: 193,969 shares; 2025Q4: 313,751 shares 313,751 $23.5M 1.7% +119,782 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 325,879 shares; 2024Q3: 366,072 shares; 2024Q4: 328,629 shares; 2025Q1: 225,836 shares; 2025Q2: 533,436 shares; 2025Q3: 471,246 shares; 2025Q4: 455,137 shares 455,137 $23M 1.67% -16,109 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: 199,151 shares; 2024Q3: 233,164 shares; 2024Q4: 794,672 shares; 2025Q1: 29,716 shares; 2025Q2: 829,095 shares; 2025Q3: 29,983 shares; 2025Q4: 802,763 shares 802,763 $22M 1.6% +772,780 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 273,267 shares; 2024Q3: 329,893 shares; 2024Q4: 356,165 shares; 2025Q1: 143,077 shares; 2025Q2: 392,306 shares; 2025Q3: 156,252 shares; 2025Q4: 434,248 shares 434,248 $19.8M 1.44% +277,996 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: 35,550 shares; 2024Q3: 42,867 shares; 2024Q4: 43,199 shares; 2025Q1: 16,730 shares; 2025Q2: 40,726 shares; 2025Q3: 16,571 shares; 2025Q4: 40,359 shares 40,359 $19.5M 1.42% +23,788 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 44,451 shares; 2024Q3: 148,713 shares; 2024Q4: 630,682 shares; 2025Q1: not reported; 2025Q2: 553,870 shares; 2025Q3: not reported; 2025Q4: 573,896 shares 573,896 $18.7M 1.36% new Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 104,102 shares; 2024Q3: 236,184 shares; 2024Q4: 252,620 shares; 2025Q1: not reported; 2025Q2: 267,931 shares; 2025Q3: not reported; 2025Q4: 256,911 shares 256,911 $17.1M 1.24% new 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: 15,854 shares; 2024Q3: 15,854 shares; 2024Q4: 16,765 shares; 2025Q1: 112,426 shares; 2025Q2: 177,336 shares; 2025Q3: 116,089 shares; 2025Q4: 190,115 shares 190,115 $15.9M 1.15% +74,026 Timeline IXJ 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: 74,334 shares; 2024Q3: 79,063 shares; 2024Q4: 69,778 shares; 2025Q1: 91,978 shares; 2025Q2: 140,172 shares; 2025Q3: 92,282 shares; 2025Q4: 146,798 shares 146,798 $14.3M 1.04% +54,516 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: 18,420 shares; 2024Q3: 25,186 shares; 2024Q4: 25,738 shares; 2025Q1: 11,822 shares; 2025Q2: 30,755 shares; 2025Q3: 15,153 shares; 2025Q4: 26,446 shares 26,446 $13.3M 0.96% +11,293 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: 84,209 shares; 2024Q3: 78,782 shares; 2024Q4: 77,560 shares; 2025Q1: 37,347 shares; 2025Q2: 73,404 shares; 2025Q3: 37,663 shares; 2025Q4: 68,244 shares 68,244 $12.7M 0.92% +30,581 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: 21,100 shares; 2024Q3: 20,757 shares; 2024Q4: 20,474 shares; 2025Q1: 11,078 shares; 2025Q2: 24,130 shares; 2025Q3: 11,225 shares; 2025Q4: 25,291 shares 25,291 $12.3M 0.89% +14,066 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 151,944 shares; 2025Q3: not reported; 2025Q4: 331,506 shares 331,506 $10.6M 0.77% new 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: 7,371 shares; 2024Q3: 9,478 shares; 2024Q4: 10,006 shares; 2025Q1: 8,776 shares; 2025Q2: 15,138 shares; 2025Q3: 11,190 shares; 2025Q4: 16,760 shares 16,760 $10.5M 0.76% +5,570 Timeline CEMB 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: 166,326 shares; 2024Q3: 176,523 shares; 2024Q4: 172,253 shares; 2025Q1: 113,652 shares; 2025Q2: 205,682 shares; 2025Q3: 123,531 shares; 2025Q4: 219,562 shares 219,562 $10.1M 0.73% +96,031 Timeline GCC 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: 381,051 shares; 2024Q3: 392,221 shares; 2024Q4: 392,313 shares; 2025Q1: 260,863 shares; 2025Q2: 417,436 shares; 2025Q3: 256,556 shares; 2025Q4: 448,948 shares 448,948 $9.5M 0.69% +192,392 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,941 shares; 2025Q1: not reported; 2025Q2: 62,384 shares; 2025Q3: not reported; 2025Q4: 421,448 shares 421,448 $9.1M 0.66% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,500 shares; 2024Q3: 2,483 shares; 2024Q4: 3,724 shares; 2025Q1: 27,897 shares; 2025Q2: 29,111 shares; 2025Q3: 28,053 shares; 2025Q4: 28,995 shares 28,995 $8.86M 0.64% +942 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: 27,526 shares; 2024Q3: 26,661 shares; 2024Q4: 33,334 shares; 2025Q1: 24,958 shares; 2025Q2: 28,616 shares; 2025Q3: 24,004 shares; 2025Q4: 27,680 shares 27,680 $8.66M 0.63% +3,676 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 12,911 shares; 2024Q4: 44,952 shares; 2025Q1: not reported; 2025Q2: 252,279 shares; 2025Q3: not reported; 2025Q4: 363,358 shares 363,358 $8.48M 0.62% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 37,061 shares; 2024Q3: 36,469 shares; 2024Q4: 36,736 shares; 2025Q1: 35,473 shares; 2025Q2: 37,287 shares; 2025Q3: 35,613 shares; 2025Q4: 38,527 shares 38,527 $8.47M 0.61% +2,914 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: 8,628 shares; 2024Q3: 11,209 shares; 2024Q4: 12,600 shares; 2025Q1: 11,702 shares; 2025Q2: 13,750 shares; 2025Q3: 11,692 shares; 2025Q4: 12,343 shares 12,343 $8.42M 0.61% +651 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 26,740 shares; 2025Q1: not reported; 2025Q2: 217,208 shares; 2025Q3: not reported; 2025Q4: 381,273 shares 381,273 $8.4M 0.61% new 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: 5,420 shares; 2024Q3: 4,057 shares; 2024Q4: 24,079 shares; 2025Q1: 26,908 shares; 2025Q2: 43,285 shares; 2025Q3: 42,697 shares; 2025Q4: 41,206 shares 41,206 $8.04M 0.58% -1,491 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: not reported; 2024Q3: not reported; 2024Q4: 12,716 shares; 2025Q1: 9,773 shares; 2025Q2: 8,830 shares; 2025Q3: 7,998 shares; 2025Q4: 7,434 shares 7,434 $7.96M 0.58% -564 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: 27,536 shares; 2024Q3: 27,611 shares; 2024Q4: 27,402 shares; 2025Q1: 8,628 shares; 2025Q2: 15,077 shares; 2025Q3: 7,888 shares; 2025Q4: 12,660 shares 12,660 $7.78M 0.56% +4,772 Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 284,742 shares; 2024Q3: 284,017 shares; 2024Q4: 285,832 shares; 2025Q1: 276,404 shares; 2025Q2: 311,510 shares; 2025Q3: 283,933 shares; 2025Q4: 325,978 shares 325,978 $7.76M 0.56% +42,045 Timeline BSJV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 274,538 shares 274,538 $7.34M 0.53% new 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: 120,418 shares; 2024Q3: 44,087 shares; 2024Q4: not reported; 2025Q1: 29,716 shares; 2025Q2: 68,657 shares; 2025Q3: 38,215 shares; 2025Q4: 84,016 shares 84,016 $7.32M 0.53% +45,801 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: 8,572 shares; 2024Q3: 8,122 shares; 2024Q4: 8,059 shares; 2025Q1: 6,467 shares; 2025Q2: 10,020 shares; 2025Q3: 6,567 shares; 2025Q4: 10,456 shares 10,456 $7.16M 0.52% +3,889 Timeline DBAW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,729 shares; 2025Q3: not reported; 2025Q4: 168,674 shares 168,674 $6.97M 0.51% new 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: 17,599 shares; 2024Q3: 19,485 shares; 2024Q4: 29,997 shares; 2025Q1: 30,761 shares; 2025Q2: 105,808 shares; 2025Q3: 50,712 shares; 2025Q4: 106,836 shares 106,836 $6.67M 0.48% +56,124 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 93,453 shares; 2024Q3: 98,266 shares; 2024Q4: 109,922 shares; 2025Q1: 95,789 shares; 2025Q2: 121,878 shares; 2025Q3: 101,523 shares; 2025Q4: 131,450 shares 131,450 $6.58M 0.48% +29,927 Timeline LEMB 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: 98,035 shares; 2024Q3: 103,455 shares; 2024Q4: 100,252 shares; 2025Q1: 61,706 shares; 2025Q2: 127,951 shares; 2025Q3: 74,052 shares; 2025Q4: 137,572 shares 137,572 $5.72M 0.41% +63,520 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: 19,435 shares; 2024Q3: 22,217 shares; 2024Q4: 30,135 shares; 2025Q1: 10,071 shares; 2025Q2: 20,350 shares; 2025Q3: 9,781 shares; 2025Q4: 18,318 shares 18,318 $5.72M 0.41% +8,537 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: 7,110 shares; 2024Q3: 7,019 shares; 2024Q4: 8,285 shares; 2025Q1: 4,341 shares; 2025Q2: 8,549 shares; 2025Q3: 2,154 shares; 2025Q4: 9,706 shares 9,706 $5.58M 0.4% +7,552 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: 1,316 shares; 2024Q3: 14,865 shares; 2024Q4: 14,840 shares; 2025Q1: 10,403 shares; 2025Q2: 15,716 shares; 2025Q3: 10,413 shares; 2025Q4: 15,379 shares 15,379 $5.3M 0.38% +4,966 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,744 shares 116,744 $5.2M 0.38% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 37,515 shares; 2024Q3: 42,631 shares; 2024Q4: 49,838 shares; 2025Q1: 37,620 shares; 2025Q2: 42,288 shares; 2025Q3: 42,322 shares; 2025Q4: 43,099 shares 43,099 $5.18M 0.38% +777 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: 35,651 shares; 2024Q3: 66,431 shares; 2024Q4: 77,373 shares; 2025Q1: not reported; 2025Q2: 87,289 shares; 2025Q3: not reported; 2025Q4: 106,030 shares 106,030 $5.02M 0.36% new Timeline IBDT 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: 48,435 shares; 2024Q3: 59,998 shares; 2024Q4: 145,256 shares; 2025Q1: 158,204 shares; 2025Q2: 174,045 shares; 2025Q3: 175,785 shares; 2025Q4: 193,443 shares 193,443 $4.92M 0.36% +17,658 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 56,144 shares; 2024Q3: 70,630 shares; 2024Q4: 84,408 shares; 2025Q1: not reported; 2025Q2: 137,037 shares; 2025Q3: not reported; 2025Q4: 250,100 shares 250,100 $4.9M 0.36% new 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: 6,505 shares; 2024Q3: 7,642 shares; 2024Q4: 7,281 shares; 2025Q1: 4,925 shares; 2025Q2: 8,358 shares; 2025Q3: 4,184 shares; 2025Q4: 7,389 shares 7,389 $4.88M 0.35% +3,205 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: 19,011 shares; 2024Q3: 19,550 shares; 2024Q4: 16,876 shares; 2025Q1: 16,854 shares; 2025Q2: 16,612 shares; 2025Q3: 15,128 shares; 2025Q4: 16,308 shares 16,308 $4.83M 0.35% +1,180 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 80,708 shares; 2024Q3: 110,061 shares; 2024Q4: 176,613 shares; 2025Q1: 192,907 shares; 2025Q2: 199,970 shares; 2025Q3: 198,247 shares; 2025Q4: 197,599 shares 197,599 $4.8M 0.35% -648 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 22,223 shares; 2024Q3: 22,244 shares; 2024Q4: 22,250 shares; 2025Q1: 3,724 shares; 2025Q2: 23,251 shares; 2025Q3: 3,812 shares; 2025Q4: 22,341 shares 22,341 $4.74M 0.34% +18,529 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: 50,429 shares; 2024Q3: 50,482 shares; 2024Q4: 153,416 shares; 2025Q1: not reported; 2025Q2: 161,270 shares; 2025Q3: 9,835 shares; 2025Q4: 178,996 shares 178,996 $4.7M 0.34% +169,161 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: 10,252 shares; 2024Q3: 8,992 shares; 2024Q4: 9,775 shares; 2025Q1: 9,091 shares; 2025Q2: 10,895 shares; 2025Q3: 9,368 shares; 2025Q4: 13,966 shares 13,966 $4.68M 0.34% +4,598 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 16,260 shares; 2024Q3: 17,830 shares; 2024Q4: 15,994 shares; 2025Q1: 14,593 shares; 2025Q2: 23,193 shares; 2025Q3: 15,268 shares; 2025Q4: 24,407 shares 24,407 $4.66M 0.34% +9,139 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: 38,812 shares; 2024Q3: 40,275 shares; 2024Q4: 42,207 shares; 2025Q1: 26,676 shares; 2025Q2: 49,964 shares; 2025Q3: 19,014 shares; 2025Q4: 38,378 shares 38,378 $4.62M 0.33% +19,364 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: 57,325 shares; 2024Q3: 60,548 shares; 2024Q4: 53,758 shares; 2025Q1: 48,333 shares; 2025Q2: 57,913 shares; 2025Q3: 41,758 shares; 2025Q4: 54,853 shares 54,853 $4.13M 0.3% +13,095 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: 7,420 shares; 2024Q3: 8,405 shares; 2024Q4: 9,679 shares; 2025Q1: 7,642 shares; 2025Q2: 9,854 shares; 2025Q3: 8,478 shares; 2025Q4: 10,319 shares 10,319 $4.09M 0.3% +1,841 Timeline IBDU 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: 32,499 shares; 2024Q3: 39,244 shares; 2024Q4: 109,703 shares; 2025Q1: 126,520 shares; 2025Q2: 157,165 shares; 2025Q3: 171,934 shares; 2025Q4: 173,943 shares 173,943 $4.07M 0.3% +2,009 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: 8,560 shares; 2024Q3: 8,530 shares; 2024Q4: 8,183 shares; 2025Q1: 8,159 shares; 2025Q2: 8,128 shares; 2025Q3: 8,102 shares; 2025Q4: 8,545 shares 8,545 $4.04M 0.29% +443 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 124,741 shares; 2024Q3: 124,572 shares; 2024Q4: 125,583 shares; 2025Q1: 115,880 shares; 2025Q2: 125,795 shares; 2025Q3: 53,174 shares; 2025Q4: 62,363 shares 62,363 $3.7M 0.27% +9,189 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: 27,126 shares; 2024Q3: 21,710 shares; 2024Q4: 22,455 shares; 2025Q1: 5,756 shares; 2025Q2: 24,325 shares; 2025Q3: 13,202 shares; 2025Q4: 32,914 shares 32,914 $3.67M 0.27% +19,712 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: 81,603 shares; 2024Q3: 81,789 shares; 2024Q4: 75,947 shares; 2025Q1: 67,946 shares; 2025Q2: 90,204 shares; 2025Q3: 66,051 shares; 2025Q4: 88,140 shares 88,140 $3.59M 0.26% +22,089 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,493 shares; 2024Q3: 14,469 shares; 2024Q4: 14,479 shares; 2025Q1: not reported; 2025Q2: 14,225 shares; 2025Q3: not reported; 2025Q4: 14,130 shares 14,130 $3.55M 0.26% new 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: 20,783 shares; 2024Q3: 22,228 shares; 2024Q4: 21,159 shares; 2025Q1: 20,263 shares; 2025Q2: 22,576 shares; 2025Q3: 12,649 shares; 2025Q4: 15,388 shares 15,388 $3.52M 0.26% +2,739 Timeline CERY 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 139,935 shares; 2025Q2: 138,906 shares; 2025Q3: 137,719 shares; 2025Q4: 121,787 shares 121,787 $3.48M 0.25% -15,932 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 47,413 shares; 2024Q3: 47,782 shares; 2024Q4: 69,705 shares; 2025Q1: 42,033 shares; 2025Q2: 45,741 shares; 2025Q3: 40,439 shares; 2025Q4: 45,762 shares 45,762 $3.45M 0.25% +5,323 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 170,065 shares; 2024Q3: 173,587 shares; 2024Q4: 142,196 shares; 2025Q1: 105,153 shares; 2025Q2: 136,278 shares; 2025Q3: 93,781 shares; 2025Q4: 138,087 shares 138,087 $3.43M 0.25% +44,306 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: 29,703 shares; 2024Q3: 24,045 shares; 2024Q4: 35,767 shares; 2025Q1: not reported; 2025Q2: 130,023 shares; 2025Q3: 108,302 shares; 2025Q4: 135,861 shares 135,861 $3.38M 0.25% +27,559 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 268 shares; 2024Q3: 423 shares; 2024Q4: 414 shares; 2025Q1: not reported; 2025Q2: 585 shares; 2025Q3: 265 shares; 2025Q4: 626 shares 626 $3.35M 0.24% +361 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: 3,515 shares; 2024Q3: 2,892 shares; 2024Q4: 3,814 shares; 2025Q1: 3,308 shares; 2025Q2: 4,106 shares; 2025Q3: 2,007 shares; 2025Q4: 3,107 shares 3,107 $3.34M 0.24% +1,100 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 180,737 shares; 2024Q3: 172,436 shares; 2024Q4: 140,647 shares; 2025Q1: 142,334 shares; 2025Q2: 126,122 shares; 2025Q3: 86,112 shares; 2025Q4: 135,674 shares 135,674 $3.29M 0.24% +49,562 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,956 shares; 2024Q3: 13,939 shares; 2024Q4: 13,932 shares; 2025Q1: 17,835 shares; 2025Q2: 18,123 shares; 2025Q3: 18,112 shares; 2025Q4: 18,133 shares 18,133 $3.19M 0.23% +21 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: 16,992 shares; 2024Q3: 18,190 shares; 2024Q4: 22,755 shares; 2025Q1: 19,284 shares; 2025Q2: 25,355 shares; 2025Q3: 18,382 shares; 2025Q4: 25,898 shares 25,898 $3.04M 0.22% +7,516 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: 6,892 shares; 2024Q3: 8,246 shares; 2024Q4: 14,352 shares; 2025Q1: 9,601 shares; 2025Q2: 19,272 shares; 2025Q3: 11,261 shares; 2025Q4: 19,550 shares 19,550 $2.98M 0.22% +8,289 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 31,748 shares; 2024Q3: 37,303 shares; 2024Q4: 38,388 shares; 2025Q1: not reported; 2025Q2: 36,298 shares; 2025Q3: not reported; 2025Q4: 36,361 shares 36,361 $2.86M 0.21% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 40,552 shares; 2024Q3: 40,598 shares; 2024Q4: 40,361 shares; 2025Q1: 3,255 shares; 2025Q2: 40,203 shares; 2025Q3: 3,222 shares; 2025Q4: 41,234 shares 41,234 $2.86M 0.21% +38,012 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: 12,246 shares; 2024Q3: 11,329 shares; 2024Q4: 27,565 shares; 2025Q1: 23,003 shares; 2025Q2: 38,118 shares; 2025Q3: 20,770 shares; 2025Q4: 26,848 shares 26,848 $2.83M 0.2% +6,078 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: 42,787 shares; 2024Q3: 38,140 shares; 2024Q4: 37,747 shares; 2025Q1: not reported; 2025Q2: 37,574 shares; 2025Q3: not reported; 2025Q4: 21,255 shares 21,255 $2.82M 0.2% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,741 shares; 2024Q3: 9,880 shares; 2024Q4: 14,965 shares; 2025Q1: 6,946 shares; 2025Q2: 45,232 shares; 2025Q3: 38,101 shares; 2025Q4: 52,134 shares 52,134 $2.81M 0.2% +14,033 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: 9,502 shares; 2024Q3: 8,464 shares; 2024Q4: 8,558 shares; 2025Q1: 5,395 shares; 2025Q2: 9,753 shares; 2025Q3: 4,803 shares; 2025Q4: 8,619 shares 8,619 $2.78M 0.2% +3,816 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: 3,063 shares; 2024Q3: 3,046 shares; 2024Q4: 2,869 shares; 2025Q1: 2,298 shares; 2025Q2: 2,852 shares; 2025Q3: 1,836 shares; 2025Q4: 3,154 shares 3,154 $2.77M 0.2% +1,318 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 29,663 shares; 2024Q3: 31,069 shares; 2024Q4: 34,720 shares; 2025Q1: 28,908 shares; 2025Q2: 30,845 shares; 2025Q3: 28,413 shares; 2025Q4: 32,381 shares 32,381 $2.76M 0.2% +3,968 Timeline ESGU 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: 18,969 shares; 2024Q3: 18,719 shares; 2024Q4: 18,824 shares; 2025Q1: 18,317 shares; 2025Q2: 18,393 shares; 2025Q3: 18,284 shares; 2025Q4: 18,373 shares 18,373 $2.74M 0.2% +89 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 195,708 shares; 2024Q3: 218,123 shares; 2024Q4: 221,650 shares; 2025Q1: 175,758 shares; 2025Q2: 234,554 shares; 2025Q3: 181,794 shares; 2025Q4: 261,050 shares 261,050 $2.71M 0.2% +79,256 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,532 shares 34,532 $2.7M 0.2% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 176,855 shares; 2024Q3: 194,030 shares; 2024Q4: 198,072 shares; 2025Q1: 156,705 shares; 2025Q2: 208,401 shares; 2025Q3: 161,121 shares; 2025Q4: 231,524 shares 231,524 $2.69M 0.2% +70,403 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 151,130 shares; 2024Q3: 151,611 shares; 2024Q4: 151,794 shares; 2025Q1: 152,970 shares; 2025Q2: 153,392 shares; 2025Q3: 152,246 shares; 2025Q4: 153,995 shares 153,995 $2.66M 0.19% +1,749 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: 4,440 shares; 2024Q3: 4,691 shares; 2024Q4: 5,069 shares; 2025Q1: 4,021 shares; 2025Q2: 6,628 shares; 2025Q3: 4,161 shares; 2025Q4: 5,865 shares 5,865 $2.64M 0.19% +1,704 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 188,991 shares; 2024Q3: 208,584 shares; 2024Q4: 213,267 shares; 2025Q1: 168,450 shares; 2025Q2: 223,902 shares; 2025Q3: 171,450 shares; 2025Q4: 247,215 shares 247,215 $2.58M 0.19% +75,765 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: 1,511 shares; 2024Q3: 1,754 shares; 2024Q4: 2,740 shares; 2025Q1: 1,187 shares; 2025Q2: 2,842 shares; 2025Q3: 817 shares; 2025Q4: 27,080 shares 27,080 $2.54M 0.18% +26,263 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,103 shares; 2025Q3: 51,488 shares; 2025Q4: 55,640 shares 55,640 $2.49M 0.18% +4,152 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 56,666 shares; 2024Q3: 57,661 shares; 2024Q4: 58,805 shares; 2025Q1: 8,335 shares; 2025Q2: 60,997 shares; 2025Q3: 8,665 shares; 2025Q4: 63,446 shares 63,446 $2.48M 0.18% +54,781 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: 9,091 shares; 2024Q3: 4,858 shares; 2024Q4: 4,343 shares; 2025Q1: not reported; 2025Q2: 38,648 shares; 2025Q3: 47,189 shares; 2025Q4: 48,939 shares 48,939 $2.48M 0.18% +1,750 Timeline IBDV 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: not reported; 2024Q3: 11,590 shares; 2024Q4: 42,818 shares; 2025Q1: 49,234 shares; 2025Q2: 71,008 shares; 2025Q3: 110,260 shares; 2025Q4: 111,424 shares 111,424 $2.46M 0.18% +1,164 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: 3,349 shares; 2024Q3: 2,800 shares; 2024Q4: 2,808 shares; 2025Q1: 1,327 shares; 2025Q2: 2,802 shares; 2025Q3: 1,330 shares; 2025Q4: 2,735 shares 2,735 $2.36M 0.17% +1,405 Timeline XMVFX BLACKROCK MUNIVEST FUND More: the full row for BLACKROCK MUNIVEST FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 272,727 shares; 2024Q3: 302,334 shares; 2024Q4: 307,617 shares; 2025Q1: 243,316 shares; 2025Q2: 322,826 shares; 2025Q3: 247,632 shares; 2025Q4: 339,809 shares 339,809 $2.35M 0.17% +92,177 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,939 shares; 2024Q3: 3,953 shares; 2024Q4: 3,967 shares; 2025Q1: 3,889 shares; 2025Q2: 4,681 shares; 2025Q3: 4,594 shares; 2025Q4: 4,852 shares 4,852 $2.33M 0.17% +258 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 27,981 shares; 2024Q3: 31,867 shares; 2024Q4: 88,260 shares; 2025Q1: 106,657 shares; 2025Q2: 104,929 shares; 2025Q3: 102,584 shares; 2025Q4: 103,861 shares 103,861 $2.32M 0.17% +1,277 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,412 shares; 2025Q2: 41,198 shares; 2025Q3: 27,227 shares; 2025Q4: 42,720 shares 42,720 $2.3M 0.17% +15,493 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,892 shares; 2024Q3: 13,939 shares; 2024Q4: 11,873 shares; 2025Q1: 14,170 shares; 2025Q2: 16,380 shares; 2025Q3: 13,280 shares; 2025Q4: 16,428 shares 16,428 $2.26M 0.16% +3,148 Timeline RHLD RESOLUTE HLDGS MGMT INC More: the full row for RESOLUTE HLDGS MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,839 shares 10,839 $2.24M 0.16% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,584 shares; 2024Q3: 5,252 shares; 2024Q4: 5,263 shares; 2025Q1: not reported; 2025Q2: 6,155 shares; 2025Q3: 1,526 shares; 2025Q4: 6,989 shares 6,989 $2.2M 0.16% +5,463 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: 32,462 shares; 2024Q3: 32,096 shares; 2024Q4: 33,680 shares; 2025Q1: 30,391 shares; 2025Q2: 33,162 shares; 2025Q3: 30,487 shares; 2025Q4: 33,111 shares 33,111 $2.19M 0.16% +2,624 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 32,564 shares; 2024Q3: 66,736 shares; 2024Q4: 77,459 shares; 2025Q1: 97,742 shares; 2025Q2: 97,110 shares; 2025Q3: 95,401 shares; 2025Q4: 96,127 shares 96,127 $2.16M 0.16% +726 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: 16,183 shares; 2024Q3: 15,131 shares; 2024Q4: 15,648 shares; 2025Q1: 16,551 shares; 2025Q2: 15,796 shares; 2025Q3: 14,596 shares; 2025Q4: 14,709 shares 14,709 $2.16M 0.16% +113 Timeline IYK 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,014 shares 32,014 $2.14M 0.16% new 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: 19,205 shares; 2024Q3: 18,240 shares; 2024Q4: 31,769 shares; 2025Q1: 18,366 shares; 2025Q2: 31,360 shares; 2025Q3: 18,039 shares; 2025Q4: 30,459 shares 30,459 $2.13M 0.15% +12,420 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: 16,809 shares; 2024Q3: 18,393 shares; 2024Q4: 17,989 shares; 2025Q1: 15,641 shares; 2025Q2: 18,099 shares; 2025Q3: 14,821 shares; 2025Q4: 16,639 shares 16,639 $2.08M 0.15% +1,818 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 34,413 shares; 2024Q3: 36,078 shares; 2024Q4: 38,307 shares; 2025Q1: 33,500 shares; 2025Q2: 33,413 shares; 2025Q3: 32,882 shares; 2025Q4: 30,750 shares 30,750 $2.08M 0.15% -2,132 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 10,142 shares; 2024Q4: 12,996 shares; 2025Q1: 10,142 shares; 2025Q2: 72,014 shares; 2025Q3: 10,142 shares; 2025Q4: 105,023 shares 105,023 $2.07M 0.15% +94,881 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: 6,356 shares; 2024Q3: 10,570 shares; 2024Q4: 28,601 shares; 2025Q1: 7,503 shares; 2025Q2: 14,515 shares; 2025Q3: 7,172 shares; 2025Q4: 14,052 shares 14,052 $2.02M 0.15% +6,880 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: 1,003 shares; 2024Q3: 976 shares; 2024Q4: 2,531 shares; 2025Q1: 1,000 shares; 2025Q2: 3,779 shares; 2025Q3: 1,014 shares; 2025Q4: 3,846 shares 3,846 $2.01M 0.15% +2,832 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,999 shares; 2024Q3: 7,866 shares; 2024Q4: 7,585 shares; 2025Q1: not reported; 2025Q2: 7,032 shares; 2025Q3: not reported; 2025Q4: 7,174 shares 7,174 $1.99M 0.14% new 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: 53,023 shares; 2024Q3: 46,489 shares; 2024Q4: 41,686 shares; 2025Q1: not reported; 2025Q2: 41,099 shares; 2025Q3: not reported; 2025Q4: 43,686 shares 43,686 $1.99M 0.14% new 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: 15,207 shares; 2024Q3: 14,776 shares; 2024Q4: 14,427 shares; 2025Q1: 7,830 shares; 2025Q2: 14,690 shares; 2025Q3: 7,210 shares; 2025Q4: 13,847 shares 13,847 $1.98M 0.14% +6,637 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 117,156 shares 117,156 $1.98M 0.14% new 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: 360 shares; 2024Q3: 430 shares; 2024Q4: 1,280 shares; 2025Q1: not reported; 2025Q2: 2,009 shares; 2025Q3: not reported; 2025Q4: 1,899 shares 1,899 $1.98M 0.14% new 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: 8,052 shares; 2024Q3: 7,698 shares; 2024Q4: 7,937 shares; 2025Q1: 5,271 shares; 2025Q2: 7,903 shares; 2025Q3: 2,432 shares; 2025Q4: 5,417 shares 5,417 $1.9M 0.14% +2,985 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: 3,360 shares; 2024Q3: 3,251 shares; 2024Q4: 5,860 shares; 2025Q1: 4,559 shares; 2025Q2: 5,551 shares; 2025Q3: 3,683 shares; 2025Q4: 5,093 shares 5,093 $1.88M 0.14% +1,410 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 25,347 shares; 2024Q3: 28,099 shares; 2024Q4: 11,705 shares; 2025Q1: 7,571 shares; 2025Q2: 9,320 shares; 2025Q3: 11,217 shares; 2025Q4: 14,897 shares 14,897 $1.83M 0.13% +3,680 Timeline BLACKROCK MUNI INC TR II BLACKROCK MUNI INC TR II More: the full row for BLACKROCK MUNI INC TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 179,495 shares; 2024Q3: 198,577 shares; 2024Q4: 202,313 shares; 2025Q1: 159,756 shares; 2025Q2: 212,336 shares; 2025Q3: 162,835 shares; 2025Q4: 172,713 shares 172,713 $1.8M 0.13% +9,878 HYDB 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: not reported; 2024Q3: not reported; 2024Q4: 21,539 shares; 2025Q1: not reported; 2025Q2: 29,345 shares; 2025Q3: not reported; 2025Q4: 36,820 shares 36,820 $1.74M 0.13% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,183 shares; 2024Q3: 12,240 shares; 2024Q4: 13,097 shares; 2025Q1: 13,040 shares; 2025Q2: 20,895 shares; 2025Q3: 11,070 shares; 2025Q4: 23,499 shares 23,499 $1.74M 0.13% +12,429 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 129,916 shares; 2024Q3: 143,686 shares; 2024Q4: 90,678 shares; 2025Q1: 151,950 shares; 2025Q2: 138,124 shares; 2025Q3: 121,741 shares; 2025Q4: 131,203 shares 131,203 $1.73M 0.13% +9,462 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 405 shares; 2024Q3: 406 shares; 2024Q4: 623 shares; 2025Q1: 205 shares; 2025Q2: 777 shares; 2025Q3: 175 shares; 2025Q4: 849 shares 849 $1.71M 0.12% +674 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,847 shares; 2024Q3: 5,011 shares; 2024Q4: 5,643 shares; 2025Q1: not reported; 2025Q2: 4,740 shares; 2025Q3: 17,794 shares; 2025Q4: 23,155 shares 23,155 $1.7M 0.12% +5,361 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: 17,322 shares; 2024Q3: 17,396 shares; 2024Q4: 17,459 shares; 2025Q1: 17,512 shares; 2025Q2: 17,453 shares; 2025Q3: 17,511 shares; 2025Q4: 17,582 shares 17,582 $1.69M 0.12% +71 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,629 shares 25,629 $1.68M 0.12% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,576 shares; 2024Q3: 3,562 shares; 2024Q4: 3,555 shares; 2025Q1: 3,003 shares; 2025Q2: 2,341 shares; 2025Q3: 2,254 shares; 2025Q4: 12,922 shares 12,922 $1.65M 0.12% +10,668 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,260 shares; 2024Q3: 13,236 shares; 2024Q4: 13,630 shares; 2025Q1: 17,220 shares; 2025Q2: 14,372 shares; 2025Q3: 15,631 shares; 2025Q4: 16,991 shares 16,991 $1.61M 0.12% +1,360 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,413 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,039 shares; 2025Q4: 32,566 shares 32,566 $1.6M 0.12% +3,527 Timeline ACWX 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: 20,743 shares; 2024Q3: 18,193 shares; 2024Q4: 18,407 shares; 2025Q1: 17,978 shares; 2025Q2: 20,784 shares; 2025Q3: 22,353 shares; 2025Q4: 23,607 shares 23,607 $1.58M 0.11% +1,254 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 23,744 shares; 2024Q3: 25,182 shares; 2024Q4: 26,669 shares; 2025Q1: 28,418 shares; 2025Q2: 27,342 shares; 2025Q3: 30,261 shares; 2025Q4: 32,544 shares 32,544 $1.58M 0.11% +2,283 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,268 shares; 2025Q2: 27,011 shares; 2025Q3: 27,744 shares; 2025Q4: 29,740 shares 29,740 $1.57M 0.11% +1,996 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: not reported; 2024Q3: 3,104 shares; 2024Q4: 19,874 shares; 2025Q1: not reported; 2025Q2: 21,305 shares; 2025Q3: not reported; 2025Q4: 19,241 shares 19,241 $1.57M 0.11% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,093 shares; 2025Q4: 15,784 shares 15,784 $1.57M 0.11% +1,691 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: 7,047 shares; 2024Q3: 6,598 shares; 2024Q4: 6,317 shares; 2025Q1: 2,562 shares; 2025Q2: 6,847 shares; 2025Q3: 1,120 shares; 2025Q4: 4,512 shares 4,512 $1.55M 0.11% +3,392 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,496 shares; 2025Q3: 32,412 shares; 2025Q4: 35,456 shares 35,456 $1.55M 0.11% +3,044 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 13,508 shares; 2024Q4: 10,984 shares; 2025Q1: 26,435 shares; 2025Q2: 22,543 shares; 2025Q3: 25,988 shares; 2025Q4: 29,851 shares 29,851 $1.51M 0.11% +3,863 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,970 shares 22,970 $1.5M 0.11% new Timeline IBTJ 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: not reported; 2024Q3: not reported; 2024Q4: 38,234 shares; 2025Q1: 58,845 shares; 2025Q2: 59,611 shares; 2025Q3: 67,083 shares; 2025Q4: 68,339 shares 68,339 $1.5M 0.11% +1,256 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,690 shares; 2024Q3: 8,473 shares; 2024Q4: 5,705 shares; 2025Q1: 824 shares; 2025Q2: 7,260 shares; 2025Q3: not reported; 2025Q4: 5,638 shares 5,638 $1.49M 0.11% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,406 shares; 2025Q2: 26,449 shares; 2025Q3: 12,892 shares; 2025Q4: 30,589 shares 30,589 $1.48M 0.11% +17,697 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,557 shares; 2024Q3: 4,089 shares; 2024Q4: 4,069 shares; 2025Q1: not reported; 2025Q2: 4,979 shares; 2025Q3: 8,766 shares; 2025Q4: 12,660 shares 12,660 $1.46M 0.11% +3,894 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: 1,258 shares; 2024Q3: 1,256 shares; 2024Q4: 2,285 shares; 2025Q1: 1,894 shares; 2025Q2: 3,463 shares; 2025Q3: 422 shares; 2025Q4: 2,983 shares 2,983 $1.44M 0.1% +2,561 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,549 shares; 2025Q4: 40,661 shares 40,661 $1.38M 0.1% +3,112 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,447 shares 59,447 $1.36M 0.1% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 15,336 shares; 2024Q3: 14,707 shares; 2024Q4: 14,852 shares; 2025Q1: 14,384 shares; 2025Q2: 16,189 shares; 2025Q3: 9,720 shares; 2025Q4: 9,624 shares 9,624 $1.36M 0.1% -96 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: not reported; 2024Q3: not reported; 2024Q4: 11,894 shares; 2025Q1: 15,578 shares; 2025Q2: 20,177 shares; 2025Q3: 18,556 shares; 2025Q4: 27,207 shares 27,207 $1.35M 0.1% +8,651 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: 4,074 shares; 2024Q3: 4,362 shares; 2024Q4: 4,621 shares; 2025Q1: 4,482 shares; 2025Q2: 4,857 shares; 2025Q3: 4,264 shares; 2025Q4: 4,243 shares 4,243 $1.31M 0.09% -21 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,547 shares; 2024Q3: 9,362 shares; 2024Q4: 16,143 shares; 2025Q1: 15,569 shares; 2025Q2: 21,257 shares; 2025Q3: 18,497 shares; 2025Q4: 12,592 shares 12,592 $1.27M 0.09% -5,905 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,559 shares; 2024Q3: 9,514 shares; 2024Q4: 29,360 shares; 2025Q1: 27,002 shares; 2025Q2: 47,814 shares; 2025Q3: 37,353 shares; 2025Q4: 27,244 shares 27,244 $1.27M 0.09% -10,109 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 32,798 shares; 2024Q3: 34,462 shares; 2024Q4: 30,244 shares; 2025Q1: 23,112 shares; 2025Q2: 34,508 shares; 2025Q3: 68,951 shares; 2025Q4: 42,076 shares 42,076 $1.24M 0.09% -26,875 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,016 shares; 2024Q3: 12,084 shares; 2024Q4: 12,084 shares; 2025Q1: 12,067 shares; 2025Q2: 11,484 shares; 2025Q3: 11,700 shares; 2025Q4: 11,657 shares 11,657 $1.21M 0.09% -43 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: not reported; 2024Q3: not reported; 2024Q4: 8,462 shares; 2025Q1: 3,852 shares; 2025Q2: 7,747 shares; 2025Q3: 3,079 shares; 2025Q4: 6,615 shares 6,615 $1.18M 0.09% +3,536 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,230 shares; 2024Q3: 4,500 shares; 2024Q4: 3,832 shares; 2025Q1: 3,716 shares; 2025Q2: 5,097 shares; 2025Q3: 4,310 shares; 2025Q4: 4,376 shares 4,376 $1.17M 0.09% +66 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: 8,117 shares; 2024Q3: 8,117 shares; 2024Q4: 8,135 shares; 2025Q1: 3,872 shares; 2025Q2: 6,402 shares; 2025Q3: 3,897 shares; 2025Q4: 12,003 shares 12,003 $1.15M 0.08% +8,106 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,070 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,658 shares; 2025Q4: 10,606 shares 10,606 $1.14M 0.08% +4,948 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: 5,731 shares; 2024Q3: 6,274 shares; 2024Q4: 6,225 shares; 2025Q1: 7,014 shares; 2025Q2: 7,145 shares; 2025Q3: 5,046 shares; 2025Q4: 5,864 shares 5,864 $1.14M 0.08% +818 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,206 shares; 2024Q3: not reported; 2024Q4: 2,114 shares; 2025Q1: 939 shares; 2025Q2: 2,090 shares; 2025Q3: 4,526 shares; 2025Q4: 5,157 shares 5,157 $1.13M 0.08% +631 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: not reported; 2024Q3: 2,735 shares; 2024Q4: 2,346 shares; 2025Q1: not reported; 2025Q2: 3,079 shares; 2025Q3: not reported; 2025Q4: 13,440 shares 13,440 $1.13M 0.08% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 22,922 shares; 2024Q3: 12,356 shares; 2024Q4: 12,475 shares; 2025Q1: 11,543 shares; 2025Q2: 13,834 shares; 2025Q3: 12,757 shares; 2025Q4: 22,259 shares 22,259 $1.12M 0.08% +9,502 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: 4,784 shares; 2024Q3: 4,134 shares; 2024Q4: 4,120 shares; 2025Q1: 2,148 shares; 2025Q2: 5,207 shares; 2025Q3: 2,937 shares; 2025Q4: 5,221 shares 5,221 $1.12M 0.08% +2,284 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,758 shares; 2025Q3: not reported; 2025Q4: 10,343 shares 10,343 $1.11M 0.08% new Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,997 shares 56,997 $1.07M 0.08% new 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: 5,163 shares; 2024Q3: 4,760 shares; 2024Q4: 4,811 shares; 2025Q1: not reported; 2025Q2: 5,034 shares; 2025Q3: 5,532 shares; 2025Q4: 10,395 shares 10,395 $1.04M 0.08% +4,863 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 56,067 shares; 2024Q3: 85,351 shares; 2024Q4: 95,859 shares; 2025Q1: not reported; 2025Q2: 59,202 shares; 2025Q3: not reported; 2025Q4: 18,215 shares 18,215 $1.02M 0.07% new Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,384 shares 56,384 $1.02M 0.07% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,236 shares; 2025Q1: 6,880 shares; 2025Q2: 7,271 shares; 2025Q3: 46,416 shares; 2025Q4: 36,343 shares 36,343 $1.02M 0.07% -10,073 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,323 shares 1,323 $997K 0.07% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,598 shares; 2025Q4: 4,744 shares 4,744 $987K 0.07% +146 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,620 shares; 2024Q3: 9,927 shares; 2024Q4: 10,002 shares; 2025Q1: 7,730 shares; 2025Q2: 10,771 shares; 2025Q3: 7,947 shares; 2025Q4: 8,443 shares 8,443 $985K 0.07% +496 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: 2,485 shares; 2024Q3: 2,560 shares; 2024Q4: 5,292 shares; 2025Q1: 2,171 shares; 2025Q2: 5,372 shares; 2025Q3: 2,181 shares; 2025Q4: 5,346 shares 5,346 $985K 0.07% +3,165 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: 9,810 shares; 2024Q3: 7,962 shares; 2024Q4: 8,006 shares; 2025Q1: not reported; 2025Q2: 16,907 shares; 2025Q3: not reported; 2025Q4: 23,064 shares 23,064 $980K 0.07% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,570 shares; 2024Q3: 13,525 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,685 shares; 2025Q3: 11,269 shares; 2025Q4: 11,800 shares 11,800 $979K 0.07% +531 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: 1,385 shares; 2024Q3: 1,233 shares; 2024Q4: 1,131 shares; 2025Q1: 1,018 shares; 2025Q2: 3,473 shares; 2025Q3: 2,639 shares; 2025Q4: 2,787 shares 2,787 $975K 0.07% +148 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: 17,081 shares; 2024Q3: 16,092 shares; 2024Q4: 15,378 shares; 2025Q1: 8,637 shares; 2025Q2: 18,252 shares; 2025Q3: 9,953 shares; 2025Q4: 16,809 shares 16,809 $969K 0.07% +6,856 Timeline IYZ 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,418 shares 28,418 $963K 0.07% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 23,253 shares; 2024Q3: 21,079 shares; 2024Q4: 25,796 shares; 2025Q1: 20,606 shares; 2025Q2: 25,997 shares; 2025Q3: 24,519 shares; 2025Q4: 29,960 shares 29,960 $961K 0.07% +5,441 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: not reported; 2024Q3: 11,486 shares; 2024Q4: 11,486 shares; 2025Q1: not reported; 2025Q2: 15,101 shares; 2025Q3: not reported; 2025Q4: 26,916 shares 26,916 $956K 0.07% new 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: 5,461 shares; 2024Q3: 5,467 shares; 2024Q4: 5,283 shares; 2025Q1: 3,664 shares; 2025Q2: 5,935 shares; 2025Q3: 4,007 shares; 2025Q4: 5,952 shares 5,952 $955K 0.07% +1,945 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,110 shares; 2025Q1: not reported; 2025Q2: 23,216 shares; 2025Q3: not reported; 2025Q4: 42,067 shares 42,067 $951K 0.07% new Timeline IBDW 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,649 shares; 2025Q3: 44,661 shares; 2025Q4: 44,735 shares 44,735 $946K 0.07% +74 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,351 shares; 2025Q2: 8,367 shares; 2025Q3: 8,367 shares; 2025Q4: 8,478 shares 8,478 $941K 0.07% +111 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,979 shares; 2025Q3: not reported; 2025Q4: 11,705 shares 11,705 $922K 0.07% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,514 shares; 2024Q3: 5,212 shares; 2024Q4: 13,458 shares; 2025Q1: 9,313 shares; 2025Q2: 15,945 shares; 2025Q3: 10,464 shares; 2025Q4: 11,575 shares 11,575 $915K 0.07% +1,111 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: 8,010 shares; 2024Q3: 9,019 shares; 2024Q4: 13,328 shares; 2025Q1: 14,949 shares; 2025Q2: 21,448 shares; 2025Q3: 4,003 shares; 2025Q4: 6,329 shares 6,329 $908K 0.07% +2,326 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,967 shares; 2024Q3: 15,005 shares; 2024Q4: 14,177 shares; 2025Q1: 13,308 shares; 2025Q2: 13,344 shares; 2025Q3: 12,328 shares; 2025Q4: 12,197 shares 12,197 $905K 0.07% -131 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: 3,210 shares; 2024Q3: 5,404 shares; 2024Q4: 5,336 shares; 2025Q1: not reported; 2025Q2: 4,970 shares; 2025Q3: not reported; 2025Q4: 5,011 shares 5,011 $889K 0.06% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 24,910 shares; 2024Q3: 25,544 shares; 2024Q4: 28,949 shares; 2025Q1: 26,442 shares; 2025Q2: 32,303 shares; 2025Q3: 4,540 shares; 2025Q4: 10,157 shares 10,157 $886K 0.06% +5,617 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: 1,613 shares; 2024Q3: 1,390 shares; 2024Q4: 1,293 shares; 2025Q1: not reported; 2025Q2: 1,299 shares; 2025Q3: not reported; 2025Q4: 1,504 shares 1,504 $861K 0.06% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 88,886 shares; 2024Q3: 88,886 shares; 2024Q4: 88,886 shares; 2025Q1: 88,886 shares; 2025Q2: 88,886 shares; 2025Q3: 88,886 shares; 2025Q4: 88,886 shares 88,886 $847K 0.06% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,239 shares 1,239 $835K 0.06% new Timeline JMUB 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,427 shares 16,427 $830K 0.06% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 15,264 shares; 2024Q3: 15,177 shares; 2024Q4: 15,131 shares; 2025Q1: not reported; 2025Q2: 19,957 shares; 2025Q3: not reported; 2025Q4: 19,851 shares 19,851 $819K 0.06% new 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: 4,926 shares; 2024Q3: 4,848 shares; 2024Q4: 11,997 shares; 2025Q1: 8,172 shares; 2025Q2: 5,336 shares; 2025Q3: not reported; 2025Q4: 4,367 shares 4,367 $801K 0.06% new 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: 6,340 shares; 2024Q3: 6,484 shares; 2024Q4: 7,041 shares; 2025Q1: 4,576 shares; 2025Q2: 5,115 shares; 2025Q3: 3,848 shares; 2025Q4: 5,020 shares 5,020 $774K 0.06% +1,172 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: 12,007 shares; 2024Q3: 11,996 shares; 2024Q4: 12,600 shares; 2025Q1: 7,518 shares; 2025Q2: 13,187 shares; 2025Q3: 8,118 shares; 2025Q4: 14,043 shares 14,043 $769K 0.06% +5,925 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 7,545 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,183 shares; 2025Q3: not reported; 2025Q4: 14,715 shares 14,715 $758K 0.05% new 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: 5,325 shares; 2024Q3: 12,343 shares; 2024Q4: 12,444 shares; 2025Q1: not reported; 2025Q2: 13,470 shares; 2025Q3: not reported; 2025Q4: 13,233 shares 13,233 $757K 0.05% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,033 shares; 2024Q3: 3,059 shares; 2024Q4: 3,115 shares; 2025Q1: 3,707 shares; 2025Q2: 3,380 shares; 2025Q3: 2,991 shares; 2025Q4: 2,467 shares 2,467 $750K 0.05% -524 Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,000 shares; 2025Q2: 13,445 shares; 2025Q3: 7,867 shares; 2025Q4: 6,952 shares 6,952 $744K 0.05% -915 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: 2,319 shares; 2024Q3: 2,320 shares; 2024Q4: 2,964 shares; 2025Q1: 2,941 shares; 2025Q2: 2,997 shares; 2025Q3: 2,971 shares; 2025Q4: 3,003 shares 3,003 $739K 0.05% +32 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,855 shares; 2024Q3: 6,719 shares; 2024Q4: 6,752 shares; 2025Q1: 6,778 shares; 2025Q2: 5,139 shares; 2025Q3: 5,167 shares; 2025Q4: 5,206 shares 5,206 $735K 0.05% +39 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: 3,138 shares; 2024Q3: 3,154 shares; 2024Q4: 3,171 shares; 2025Q1: 3,043 shares; 2025Q2: 2,930 shares; 2025Q3: 2,768 shares; 2025Q4: 3,474 shares 3,474 $731K 0.05% +706 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: not reported; 2024Q3: 3,387 shares; 2024Q4: 3,387 shares; 2025Q1: 3,387 shares; 2025Q2: 3,387 shares; 2025Q3: 3,387 shares; 2025Q4: 7,950 shares 7,950 $727K 0.05% +4,563 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,497 shares; 2024Q3: 12,406 shares; 2024Q4: 12,338 shares; 2025Q1: 12,488 shares; 2025Q2: 12,669 shares; 2025Q3: 12,572 shares; 2025Q4: 8,512 shares 8,512 $726K 0.05% -4,060 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: 1,237 shares; 2024Q3: 1,071 shares; 2024Q4: 2,840 shares; 2025Q1: 3,528 shares; 2025Q2: 3,886 shares; 2025Q3: 3,742 shares; 2025Q4: 3,176 shares 3,176 $723K 0.05% -566 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: 6,979 shares; 2024Q3: 6,979 shares; 2024Q4: 7,212 shares; 2025Q1: 7,031 shares; 2025Q2: 7,528 shares; 2025Q3: 6,922 shares; 2025Q4: 10,670 shares 10,670 $717K 0.05% +3,748 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: not reported; 2024Q3: 7,862 shares; 2024Q4: not reported; 2025Q1: 7,855 shares; 2025Q2: 7,998 shares; 2025Q3: 7,855 shares; 2025Q4: 8,482 shares 8,482 $710K 0.05% +627 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,504 shares; 2025Q3: 458 shares; 2025Q4: 1,507 shares 1,507 $707K 0.05% +1,049 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 111,390 shares; 2025Q1: not reported; 2025Q2: 10,924 shares; 2025Q3: not reported; 2025Q4: 11,780 shares 11,780 $706K 0.05% new 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: 12,631 shares; 2024Q3: 37,575 shares; 2024Q4: 40,310 shares; 2025Q1: not reported; 2025Q2: 41,167 shares; 2025Q3: not reported; 2025Q4: 41,142 shares 41,142 $678K 0.05% new Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,234 shares 33,234 $676K 0.05% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,707 shares; 2024Q3: 3,717 shares; 2024Q4: 3,646 shares; 2025Q1: not reported; 2025Q2: 3,624 shares; 2025Q3: not reported; 2025Q4: 3,728 shares 3,728 $672K 0.05% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,865 shares; 2025Q3: 1,606 shares; 2025Q4: 5,013 shares 5,013 $669K 0.05% +3,407 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: 10,852 shares; 2024Q3: 11,398 shares; 2024Q4: 9,706 shares; 2025Q1: 9,657 shares; 2025Q2: 10,331 shares; 2025Q3: 6,321 shares; 2025Q4: 14,624 shares 14,624 $654K 0.05% +8,303 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,097 shares; 2024Q3: 6,048 shares; 2024Q4: 4,847 shares; 2025Q1: not reported; 2025Q2: 7,793 shares; 2025Q3: not reported; 2025Q4: 8,167 shares 8,167 $648K 0.05% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,013 shares; 2025Q3: not reported; 2025Q4: 2,481 shares 2,481 $640K 0.05% new 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: 1,154 shares; 2024Q3: 1,157 shares; 2024Q4: 1,285 shares; 2025Q1: 1,162 shares; 2025Q2: 1,288 shares; 2025Q3: 1,205 shares; 2025Q4: 1,249 shares 1,249 $637K 0.05% +44 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,007 shares; 2024Q3: 3,204 shares; 2024Q4: 4,995 shares; 2025Q1: 2,245 shares; 2025Q2: 4,123 shares; 2025Q3: not reported; 2025Q4: 6,424 shares 6,424 $637K 0.05% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 15,297 shares; 2024Q3: 15,362 shares; 2024Q4: 14,526 shares; 2025Q1: 14,584 shares; 2025Q2: 14,652 shares; 2025Q3: 13,546 shares; 2025Q4: 13,420 shares 13,420 $625K 0.05% -126 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,876 shares; 2025Q4: 12,066 shares 12,066 $614K 0.04% +190 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: 3,181 shares; 2024Q3: 3,034 shares; 2024Q4: 7,277 shares; 2025Q1: 5,006 shares; 2025Q2: 3,602 shares; 2025Q3: 1,816 shares; 2025Q4: 3,563 shares 3,563 $609K 0.04% +1,747 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,500 shares; 2024Q3: 14,500 shares; 2024Q4: 14,500 shares; 2025Q1: 10,000 shares; 2025Q2: 14,500 shares; 2025Q3: 10,000 shares; 2025Q4: 14,500 shares 14,500 $607K 0.04% +4,500 Timeline BKLN 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,672 shares 18,672 $600K 0.04% new 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: 4,215 shares; 2024Q3: 4,472 shares; 2024Q4: 2,760 shares; 2025Q1: 1,014 shares; 2025Q2: 1,814 shares; 2025Q3: 880 shares; 2025Q4: 1,827 shares 1,827 $598K 0.04% +947 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,967 shares; 2024Q3: 5,967 shares; 2024Q4: 5,978 shares; 2025Q1: 7,505 shares; 2025Q2: 7,607 shares; 2025Q3: 7,670 shares; 2025Q4: 7,982 shares 7,982 $595K 0.04% +312 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,394 shares; 2024Q3: 3,835 shares; 2024Q4: 16,053 shares; 2025Q1: not reported; 2025Q2: 19,321 shares; 2025Q3: not reported; 2025Q4: 21,945 shares 21,945 $591K 0.04% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,205 shares; 2025Q3: 3,072 shares; 2025Q4: 3,382 shares 3,382 $579K 0.04% +310 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: 2,584 shares; 2024Q3: 2,479 shares; 2024Q4: 1,895 shares; 2025Q1: 1,884 shares; 2025Q2: 2,592 shares; 2025Q3: 1,984 shares; 2025Q4: 2,647 shares 2,647 $575K 0.04% +663 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: 10,465 shares; 2024Q3: 10,470 shares; 2024Q4: 11,609 shares; 2025Q1: 6,039 shares; 2025Q2: 11,683 shares; 2025Q3: 6,051 shares; 2025Q4: 10,341 shares 10,341 $566K 0.04% +4,290 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,610 shares; 2024Q3: 7,610 shares; 2024Q4: 7,171 shares; 2025Q1: not reported; 2025Q2: 10,113 shares; 2025Q3: not reported; 2025Q4: 12,946 shares 12,946 $560K 0.04% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,915 shares; 2024Q3: 4,833 shares; 2024Q4: 4,743 shares; 2025Q1: 4,789 shares; 2025Q2: 5,938 shares; 2025Q3: 4,236 shares; 2025Q4: 5,980 shares 5,980 $557K 0.04% +1,744 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 793 shares; 2024Q3: 974 shares; 2024Q4: 974 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 973 shares; 2025Q4: 920 shares 920 $555K 0.04% -53 Timeline ACWI 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,282 shares; 2025Q2: 3,113 shares; 2025Q3: 3,113 shares; 2025Q4: 3,842 shares 3,842 $544K 0.04% +729 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: 3,662 shares; 2024Q3: 3,662 shares; 2024Q4: 3,721 shares; 2025Q1: 3,721 shares; 2025Q2: 4,022 shares; 2025Q3: 3,801 shares; 2025Q4: 6,049 shares 6,049 $541K 0.04% +2,248 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 314 shares; 2024Q3: 341 shares; 2024Q4: 391 shares; 2025Q1: 340 shares; 2025Q2: 656 shares; 2025Q3: 386 shares; 2025Q4: 813 shares 813 $538K 0.04% +427 Timeline ICLO 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,616 shares 10,616 $532K 0.04% new Timeline DBE INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 37,326 shares; 2024Q3: 38,878 shares; 2024Q4: 33,250 shares; 2025Q1: 53,788 shares; 2025Q2: 54,649 shares; 2025Q3: 52,998 shares; 2025Q4: 30,291 shares 30,291 $529K 0.04% -22,707 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,707 shares 1,707 $528K 0.04% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,831 shares 10,831 $526K 0.04% new Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,038 shares 11,038 $521K 0.04% new Timeline IBTK 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,663 shares; 2025Q2: 25,096 shares; 2025Q3: 25,320 shares; 2025Q4: 26,112 shares 26,112 $518K 0.04% +792 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 9,900 shares; 2024Q4: 9,874 shares; 2025Q1: not reported; 2025Q2: 9,799 shares; 2025Q3: not reported; 2025Q4: 9,799 shares 9,799 $515K 0.04% new Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 34,991 shares; 2024Q3: 34,991 shares; 2024Q4: 34,991 shares; 2025Q1: 34,991 shares; 2025Q2: 34,991 shares; 2025Q3: 34,991 shares; 2025Q4: 34,991 shares 34,991 $514K 0.04% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,032 shares; 2024Q3: 10,817 shares; 2024Q4: 11,155 shares; 2025Q1: 11,797 shares; 2025Q2: 11,800 shares; 2025Q3: 6,308 shares; 2025Q4: 5,618 shares 5,618 $514K 0.04% -690 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,534 shares 3,534 $514K 0.04% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,667 shares; 2024Q3: 6,667 shares; 2024Q4: 6,691 shares; 2025Q1: 5,639 shares; 2025Q2: 8,350 shares; 2025Q3: 5,620 shares; 2025Q4: 5,847 shares 5,847 $512K 0.04% +227 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,568 shares; 2024Q3: 7,568 shares; 2024Q4: 10,754 shares; 2025Q1: not reported; 2025Q2: 10,534 shares; 2025Q3: not reported; 2025Q4: 10,686 shares 10,686 $511K 0.04% new Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,562 shares 19,562 $511K 0.04% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,263 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,839 shares; 2025Q3: 1,432 shares; 2025Q4: 2,272 shares 2,272 $510K 0.04% +840 Timeline IBTL 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,813 shares; 2025Q3: 24,034 shares; 2025Q4: 24,808 shares 24,808 $509K 0.04% +774 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,571 shares; 2025Q1: not reported; 2025Q2: 14,178 shares; 2025Q3: not reported; 2025Q4: 24,694 shares 24,694 $509K 0.04% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,513 shares; 2024Q3: 7,515 shares; 2024Q4: 7,969 shares; 2025Q1: 7,029 shares; 2025Q2: 8,068 shares; 2025Q3: 7,095 shares; 2025Q4: 7,568 shares 7,568 $507K 0.04% +473 Timeline IBTG 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: 87,867 shares; 2024Q3: 68,666 shares; 2024Q4: 35,909 shares; 2025Q1: 45,547 shares; 2025Q2: 33,458 shares; 2025Q3: 16,701 shares; 2025Q4: 22,171 shares 22,171 $507K 0.04% +5,470 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: 2,728 shares; 2024Q3: 2,317 shares; 2024Q4: 2,317 shares; 2025Q1: not reported; 2025Q2: 2,490 shares; 2025Q3: not reported; 2025Q4: 2,499 shares 2,499 $496K 0.04% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,862 shares; 2025Q3: not reported; 2025Q4: 7,665 shares 7,665 $494K 0.04% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,490 shares; 2025Q2: 3,363 shares; 2025Q3: 3,032 shares; 2025Q4: 3,039 shares 3,039 $492K 0.04% +7 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,391 shares; 2025Q2: 10,451 shares; 2025Q3: 10,508 shares; 2025Q4: 10,580 shares 10,580 $488K 0.04% +72 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 14,557 shares; 2024Q4: 14,664 shares; 2025Q1: 14,917 shares; 2025Q2: 12,780 shares; 2025Q3: 10,237 shares; 2025Q4: 8,307 shares 8,307 $486K 0.04% -1,930 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,533 shares 6,533 $483K 0.04% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,522 shares; 2024Q3: 10,488 shares; 2024Q4: 9,820 shares; 2025Q1: 6,038 shares; 2025Q2: 7,449 shares; 2025Q3: 5,496 shares; 2025Q4: 7,032 shares 7,032 $481K 0.03% +1,536 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,490 shares; 2024Q3: 10,490 shares; 2024Q4: 10,538 shares; 2025Q1: 10,538 shares; 2025Q2: 10,632 shares; 2025Q3: 10,598 shares; 2025Q4: 10,725 shares 10,725 $476K 0.03% +127 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 29,568 shares; 2024Q3: 30,530 shares; 2024Q4: 17,903 shares; 2025Q1: 20,748 shares; 2025Q2: 5,342 shares; 2025Q3: not reported; 2025Q4: 4,933 shares 4,933 $474K 0.03% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,262 shares; 2024Q3: 9,375 shares; 2024Q4: 9,374 shares; 2025Q1: 9,425 shares; 2025Q2: 10,273 shares; 2025Q3: 9,820 shares; 2025Q4: 11,662 shares 11,662 $460K 0.03% +1,842 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: 3,347 shares; 2024Q3: 3,087 shares; 2024Q4: 2,855 shares; 2025Q1: 2,795 shares; 2025Q2: 2,946 shares; 2025Q3: 2,794 shares; 2025Q4: 2,844 shares 2,844 $455K 0.03% +50 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,257 shares 1,257 $453K 0.03% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,972 shares; 2024Q3: 2,994 shares; 2024Q4: 3,007 shares; 2025Q1: 3,100 shares; 2025Q2: 2,837 shares; 2025Q3: 2,826 shares; 2025Q4: 2,772 shares 2,772 $448K 0.03% -54 Timeline IWX 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: 4,807 shares; 2024Q3: 3,987 shares; 2024Q4: 4,499 shares; 2025Q1: not reported; 2025Q2: 3,534 shares; 2025Q3: not reported; 2025Q4: 4,850 shares 4,850 $446K 0.03% new Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 39,674 shares; 2024Q3: 39,711 shares; 2024Q4: 39,674 shares; 2025Q1: 39,719 shares; 2025Q2: 39,833 shares; 2025Q3: 39,952 shares; 2025Q4: 38,819 shares 38,819 $445K 0.03% -1,133 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,553 shares 1,553 $443K 0.03% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,071 shares; 2024Q3: 10,106 shares; 2024Q4: 10,263 shares; 2025Q1: 7,164 shares; 2025Q2: 10,194 shares; 2025Q3: 7,271 shares; 2025Q4: 10,962 shares 10,962 $441K 0.03% +3,691 Timeline DVYA 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: 11,928 shares; 2024Q3: 11,928 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,870 shares; 2025Q3: not reported; 2025Q4: 9,920 shares 9,920 $439K 0.03% new 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: 1,657 shares; 2024Q3: 1,510 shares; 2024Q4: 1,523 shares; 2025Q1: not reported; 2025Q2: 1,211 shares; 2025Q3: not reported; 2025Q4: 1,361 shares 1,361 $434K 0.03% new Timeline IYR 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,548 shares 4,548 $427K 0.03% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 21,132 shares; 2024Q4: 20,934 shares; 2025Q1: 20,179 shares; 2025Q2: 20,217 shares; 2025Q3: 16,223 shares; 2025Q4: 17,461 shares 17,461 $426K 0.03% +1,238 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,424 shares 2,424 $425K 0.03% new Timeline VTC 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: not reported; 2024Q3: not reported; 2024Q4: 35,954 shares; 2025Q1: not reported; 2025Q2: 5,415 shares; 2025Q3: not reported; 2025Q4: 5,415 shares 5,415 $420K 0.03% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,096 shares 5,096 $416K 0.03% new Timeline VMBS 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,572 shares; 2025Q3: not reported; 2025Q4: 8,733 shares 8,733 $411K 0.03% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,177 shares; 2024Q4: 1,572 shares; 2025Q1: 1,783 shares; 2025Q2: 1,683 shares; 2025Q3: 1,725 shares; 2025Q4: 1,503 shares 1,503 $411K 0.03% -222 Timeline IVLU 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: 21,453 shares; 2024Q3: 15,970 shares; 2024Q4: 9,105 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,779 shares 10,779 $410K 0.03% new Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,743 shares; 2025Q3: not reported; 2025Q4: 5,875 shares 5,875 $408K 0.03% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,797 shares; 2025Q1: not reported; 2025Q2: 2,158 shares; 2025Q3: 2,067 shares; 2025Q4: 2,298 shares 2,298 $408K 0.03% +231 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,414 shares; 2025Q3: not reported; 2025Q4: 5,225 shares 5,225 $407K 0.03% new 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: 1,338 shares; 2024Q3: 1,342 shares; 2024Q4: 1,345 shares; 2025Q1: 1,078 shares; 2025Q2: 1,369 shares; 2025Q3: 1,079 shares; 2025Q4: 1,399 shares 1,399 $404K 0.03% +320 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,410 shares; 2024Q3: 8,353 shares; 2024Q4: 9,548 shares; 2025Q1: 7,291 shares; 2025Q2: 9,701 shares; 2025Q3: 7,319 shares; 2025Q4: 7,495 shares 7,495 $403K 0.03% +176 Timeline BBJP 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: 17,222 shares; 2024Q3: 10,022 shares; 2024Q4: 9,453 shares; 2025Q1: 6,231 shares; 2025Q2: 8,106 shares; 2025Q3: 4,122 shares; 2025Q4: 6,111 shares 6,111 $403K 0.03% +1,989 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: 26,654 shares; 2024Q3: 26,527 shares; 2024Q4: 25,482 shares; 2025Q1: 27,637 shares; 2025Q2: 22,867 shares; 2025Q3: 23,725 shares; 2025Q4: 22,341 shares 22,341 $402K 0.03% -1,384 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: 6,323 shares; 2024Q3: 4,880 shares; 2024Q4: 10,096 shares; 2025Q1: not reported; 2025Q2: 3,999 shares; 2025Q3: not reported; 2025Q4: 4,284 shares 4,284 $401K 0.03% new 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: 1,998 shares; 2024Q3: 1,667 shares; 2024Q4: 1,296 shares; 2025Q1: 1,202 shares; 2025Q2: 1,041 shares; 2025Q3: 1,064 shares; 2025Q4: 1,204 shares 1,204 $398K 0.03% +140 Timeline IBTM 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: not reported; 2024Q3: 19,790 shares; 2024Q4: 20,025 shares; 2025Q1: 18,126 shares; 2025Q2: 18,496 shares; 2025Q3: 17,617 shares; 2025Q4: 17,129 shares 17,129 $395K 0.03% -488 Timeline IBMR 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: not reported; 2024Q3: not reported; 2024Q4: 12,960 shares; 2025Q1: 13,016 shares; 2025Q2: 13,099 shares; 2025Q3: 15,412 shares; 2025Q4: 15,524 shares 15,524 $395K 0.03% +112 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: 2,480 shares; 2024Q3: 2,250 shares; 2024Q4: 2,184 shares; 2025Q1: not reported; 2025Q2: 1,970 shares; 2025Q3: not reported; 2025Q4: 1,638 shares 1,638 $395K 0.03% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 54,439 shares; 2024Q3: 52,774 shares; 2024Q4: 18,575 shares; 2025Q1: 8,631 shares; 2025Q2: 15,446 shares; 2025Q3: not reported; 2025Q4: 16,228 shares 16,228 $394K 0.03% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,683 shares; 2024Q3: 8,466 shares; 2024Q4: 8,466 shares; 2025Q1: not reported; 2025Q2: 8,266 shares; 2025Q3: not reported; 2025Q4: 7,613 shares 7,613 $393K 0.03% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,403 shares 17,403 $390K 0.03% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,178 shares; 2024Q3: 5,398 shares; 2024Q4: 5,417 shares; 2025Q1: 5,430 shares; 2025Q2: 5,475 shares; 2025Q3: 3,377 shares; 2025Q4: 3,421 shares 3,421 $389K 0.03% +44 Timeline SHV 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: 5,639 shares; 2024Q3: 5,639 shares; 2024Q4: 5,509 shares; 2025Q1: 5,389 shares; 2025Q2: 5,389 shares; 2025Q3: 4,655 shares; 2025Q4: 3,486 shares 3,486 $384K 0.03% -1,169 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,143 shares 3,143 $383K 0.03% new 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: 4,992 shares; 2024Q3: 4,188 shares; 2024Q4: 4,190 shares; 2025Q1: 4,170 shares; 2025Q2: 4,171 shares; 2025Q3: 4,171 shares; 2025Q4: 5,195 shares 5,195 $382K 0.03% +1,024 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,376 shares 8,376 $369K 0.03% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 874 shares; 2024Q3: 886 shares; 2024Q4: 915 shares; 2025Q1: 820 shares; 2025Q2: 905 shares; 2025Q3: 867 shares; 2025Q4: 853 shares 853 $364K 0.03% -14 Timeline IWN 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: 2,010 shares; 2024Q3: 2,017 shares; 2024Q4: 1,970 shares; 2025Q1: 1,719 shares; 2025Q2: 2,120 shares; 2025Q3: 1,651 shares; 2025Q4: 2,002 shares 2,002 $363K 0.03% +351 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,913 shares; 2024Q3: 2,774 shares; 2024Q4: 2,714 shares; 2025Q1: not reported; 2025Q2: 2,816 shares; 2025Q3: not reported; 2025Q4: 4,904 shares 4,904 $360K 0.03% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 873 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,164 shares; 2025Q3: not reported; 2025Q4: 1,221 shares 1,221 $358K 0.03% new Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,654 shares; 2024Q3: 1,662 shares; 2024Q4: 1,768 shares; 2025Q1: 1,821 shares; 2025Q2: 1,806 shares; 2025Q3: 1,822 shares; 2025Q4: 1,743 shares 1,743 $357K 0.03% -79 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,031 shares 3,031 $357K 0.03% new Timeline JSCP 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: not reported; 2024Q3: 4,827 shares; 2024Q4: 4,827 shares; 2025Q1: not reported; 2025Q2: 7,303 shares; 2025Q3: not reported; 2025Q4: 7,469 shares 7,469 $355K 0.03% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,505 shares; 2024Q4: 3,374 shares; 2025Q1: not reported; 2025Q2: 3,090 shares; 2025Q3: not reported; 2025Q4: 3,305 shares 3,305 $353K 0.03% new Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 23,000 shares; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares 23,000 $351K 0.03% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,661 shares; 2024Q3: 13,783 shares; 2024Q4: 14,399 shares; 2025Q1: 9,908 shares; 2025Q2: 10,039 shares; 2025Q3: 6,668 shares; 2025Q4: 6,838 shares 6,838 $347K 0.03% +170 Timeline REET 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: 19,281 shares; 2024Q3: 19,378 shares; 2024Q4: 19,559 shares; 2025Q1: 19,295 shares; 2025Q2: 19,694 shares; 2025Q3: 13,771 shares; 2025Q4: 13,845 shares 13,845 $345K 0.03% +74 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,960 shares; 2024Q3: 3,960 shares; 2024Q4: 3,941 shares; 2025Q1: not reported; 2025Q2: 3,689 shares; 2025Q3: not reported; 2025Q4: 4,261 shares 4,261 $344K 0.02% new Timeline PRF 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,389 shares; 2025Q3: not reported; 2025Q4: 7,330 shares 7,330 $344K 0.02% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,903 shares; 2024Q3: 4,729 shares; 2024Q4: 5,367 shares; 2025Q1: 5,915 shares; 2025Q2: 5,909 shares; 2025Q3: 6,015 shares; 2025Q4: 6,088 shares 6,088 $343K 0.02% +73 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: 1,043 shares; 2024Q3: 1,033 shares; 2024Q4: 1,029 shares; 2025Q1: not reported; 2025Q2: 872 shares; 2025Q3: not reported; 2025Q4: 1,019 shares 1,019 $343K 0.02% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,271 shares; 2024Q3: 8,271 shares; 2024Q4: 8,271 shares; 2025Q1: 8,271 shares; 2025Q2: 8,271 shares; 2025Q3: 8,271 shares; 2025Q4: 8,271 shares 8,271 $342K 0.02% 0 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: not reported; 2024Q3: not reported; 2024Q4: 4,628 shares; 2025Q1: 5,135 shares; 2025Q2: 6,898 shares; 2025Q3: 6,313 shares; 2025Q4: 3,203 shares 3,203 $336K 0.02% -3,110 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: 1,579 shares; 2024Q3: 1,579 shares; 2024Q4: 1,584 shares; 2025Q1: 1,590 shares; 2025Q2: 1,594 shares; 2025Q3: 1,598 shares; 2025Q4: 1,603 shares 1,603 $335K 0.02% +5 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,105 shares 4,105 $334K 0.02% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 7,539 shares; 2024Q4: 7,585 shares; 2025Q1: 4,855 shares; 2025Q2: 5,782 shares; 2025Q3: 4,901 shares; 2025Q4: 5,832 shares 5,832 $331K 0.02% +931 Timeline HYGH 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,841 shares; 2025Q4: 3,841 shares 3,841 $331K 0.02% 0 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,499 shares; 2025Q1: 10,784 shares; 2025Q2: 10,676 shares; 2025Q3: 10,722 shares; 2025Q4: 11,750 shares 11,750 $330K 0.02% +1,028 Timeline IXC 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,848 shares 7,848 $329K 0.02% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,138 shares; 2025Q1: 9,366 shares; 2025Q2: 10,824 shares; 2025Q3: 1,617 shares; 2025Q4: 2,539 shares 2,539 $327K 0.02% +922 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,237 shares; 2025Q3: not reported; 2025Q4: 2,267 shares 2,267 $325K 0.02% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,015 shares; 2025Q3: not reported; 2025Q4: 4,810 shares 4,810 $324K 0.02% new Timeline ARTY 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,075 shares; 2025Q3: not reported; 2025Q4: 6,720 shares 6,720 $324K 0.02% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,700 shares 2,700 $322K 0.02% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,114 shares; 2025Q2: 2,020 shares; 2025Q3: 1,979 shares; 2025Q4: 1,965 shares 1,965 $316K 0.02% -14 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,756 shares; 2024Q3: 5,600 shares; 2024Q4: 5,701 shares; 2025Q1: 3,615 shares; 2025Q2: 5,655 shares; 2025Q3: 4,343 shares; 2025Q4: 6,105 shares 6,105 $311K 0.02% +1,762 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: 1,464 shares; 2024Q3: 915 shares; 2024Q4: 918 shares; 2025Q1: not reported; 2025Q2: 920 shares; 2025Q3: 726 shares; 2025Q4: 960 shares 960 $310K 0.02% +234 Timeline ELA ENVELA CORP More: the full row for ENVELA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 83,455 shares; 2024Q3: 21,665 shares; 2024Q4: 21,570 shares; 2025Q1: not reported; 2025Q2: 21,570 shares; 2025Q3: not reported; 2025Q4: 23,070 shares 23,070 $309K 0.02% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,444 shares; 2025Q3: not reported; 2025Q4: 4,185 shares 4,185 $308K 0.02% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,743 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,175 shares 13,175 $308K 0.02% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,220 shares; 2025Q3: not reported; 2025Q4: 4,755 shares 4,755 $306K 0.02% new Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 12,719 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $306K 0.02% 0 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 25,261 shares; 2024Q3: 26,054 shares; 2024Q4: 22,091 shares; 2025Q1: 6,977 shares; 2025Q2: 7,175 shares; 2025Q3: 7,754 shares; 2025Q4: 7,976 shares 7,976 $304K 0.02% +222 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,607 shares; 2025Q3: 5,107 shares; 2025Q4: 5,187 shares 5,187 $304K 0.02% +80 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,844 shares; 2024Q3: 2,821 shares; 2024Q4: 2,696 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,769 shares 4,769 $304K 0.02% new 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: 3,138 shares; 2024Q3: 2,192 shares; 2024Q4: 2,001 shares; 2025Q1: 2,002 shares; 2025Q2: 2,173 shares; 2025Q3: 2,006 shares; 2025Q4: 2,177 shares 2,177 $303K 0.02% +171 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,032 shares 13,032 $302K 0.02% new Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 10,172 shares; 2024Q4: 10,663 shares; 2025Q1: 10,000 shares; 2025Q2: 10,172 shares; 2025Q3: 10,000 shares; 2025Q4: 10,173 shares 10,173 $298K 0.02% +173 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,149 shares 5,149 $292K 0.02% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,579 shares; 2024Q3: 12,589 shares; 2024Q4: 12,630 shares; 2025Q1: not reported; 2025Q2: 3,110 shares; 2025Q3: 3,085 shares; 2025Q4: 3,081 shares 3,081 $290K 0.02% -4 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: 3,552 shares; 2024Q3: 2,328 shares; 2024Q4: 2,530 shares; 2025Q1: 1,730 shares; 2025Q2: 1,680 shares; 2025Q3: not reported; 2025Q4: 1,656 shares 1,656 $287K 0.02% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,278 shares; 2025Q1: not reported; 2025Q2: 1,429 shares; 2025Q3: not reported; 2025Q4: 995 shares 995 $287K 0.02% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,829 shares 1,829 $284K 0.02% new Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,920 shares; 2025Q4: 2,066 shares 2,066 $282K 0.02% +146 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: 1,543 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,405 shares 1,405 $281K 0.02% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,674 shares; 2024Q3: 3,686 shares; 2024Q4: 3,690 shares; 2025Q1: not reported; 2025Q2: 3,791 shares; 2025Q3: not reported; 2025Q4: 3,468 shares 3,468 $274K 0.02% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,772 shares; 2025Q1: 2,782 shares; 2025Q2: 2,886 shares; 2025Q3: 2,987 shares; 2025Q4: 3,336 shares 3,336 $274K 0.02% +349 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,303 shares; 2025Q3: 3,777 shares; 2025Q4: 3,770 shares 3,770 $273K 0.02% -7 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,084 shares; 2025Q3: not reported; 2025Q4: 7,852 shares 7,852 $272K 0.02% new 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: not reported; 2024Q3: not reported; 2024Q4: 11,918 shares; 2025Q1: 2,270 shares; 2025Q2: not reported; 2025Q3: 1,074 shares; 2025Q4: 1,418 shares 1,418 $272K 0.02% +344 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,711 shares 1,711 $268K 0.02% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,961 shares; 2025Q3: 5,331 shares; 2025Q4: 6,880 shares 6,880 $266K 0.02% +1,549 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,942 shares; 2025Q2: 1,975 shares; 2025Q3: not reported; 2025Q4: 1,718 shares 1,718 $266K 0.02% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,420 shares; 2025Q3: not reported; 2025Q4: 1,576 shares 1,576 $264K 0.02% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,112 shares; 2024Q4: 6,202 shares; 2025Q1: 4,152 shares; 2025Q2: 5,744 shares; 2025Q3: 4,112 shares; 2025Q4: 3,401 shares 3,401 $264K 0.02% -711 Timeline HEWJ 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: 8,529 shares; 2024Q3: 8,532 shares; 2024Q4: 8,465 shares; 2025Q1: not reported; 2025Q2: 8,465 shares; 2025Q3: not reported; 2025Q4: 4,951 shares 4,951 $261K 0.02% new Timeline INDH 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,846 shares; 2025Q3: 5,846 shares; 2025Q4: 6,153 shares 6,153 $261K 0.02% +307 Timeline QHY 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: 155,758 shares; 2024Q3: 163,573 shares; 2024Q4: 169,179 shares; 2025Q1: not reported; 2025Q2: 7,163 shares; 2025Q3: not reported; 2025Q4: 5,577 shares 5,577 $259K 0.02% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,866 shares; 2024Q3: 2,871 shares; 2024Q4: 8,629 shares; 2025Q1: not reported; 2025Q2: 8,692 shares; 2025Q3: not reported; 2025Q4: 8,689 shares 8,689 $257K 0.02% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 15,277 shares; 2024Q3: 16,481 shares; 2024Q4: 18,244 shares; 2025Q1: 11,462 shares; 2025Q2: 11,364 shares; 2025Q3: not reported; 2025Q4: 10,979 shares 10,979 $257K 0.02% new Timeline IBMQ 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,915 shares; 2025Q4: 9,980 shares 9,980 $255K 0.02% +65 Timeline QCLN 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: not reported; 2024Q3: 5,601 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,619 shares; 2025Q4: 5,681 shares 5,681 $253K 0.02% +62 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,831 shares; 2024Q3: 2,643 shares; 2024Q4: 3,514 shares; 2025Q1: not reported; 2025Q2: 2,372 shares; 2025Q3: not reported; 2025Q4: 2,482 shares 2,482 $250K 0.02% new 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: 1,707 shares; 2024Q3: 1,628 shares; 2024Q4: 1,418 shares; 2025Q1: not reported; 2025Q2: 1,407 shares; 2025Q3: 1,174 shares; 2025Q4: 1,331 shares 1,331 $246K 0.02% +157 Timeline PCYO PURE CYCLE CORP More: the full row for PURE CYCLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,319 shares; 2025Q3: 22,300 shares; 2025Q4: 22,300 shares 22,300 $245K 0.02% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,590 shares 4,590 $245K 0.02% new Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,332 shares 10,332 $245K 0.02% new 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: not reported; 2024Q3: 9,134 shares; 2024Q4: 8,537 shares; 2025Q1: not reported; 2025Q2: 8,712 shares; 2025Q3: not reported; 2025Q4: 8,888 shares 8,888 $244K 0.02% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 23,103 shares; 2024Q3: 23,103 shares; 2024Q4: 22,761 shares; 2025Q1: 22,761 shares; 2025Q2: 22,867 shares; 2025Q3: 4,399 shares; 2025Q4: 4,451 shares 4,451 $244K 0.02% +52 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,456 shares; 2025Q3: not reported; 2025Q4: 2,670 shares 2,670 $233K 0.02% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 11,718 shares; 2024Q4: 11,718 shares; 2025Q1: 13,127 shares; 2025Q2: 13,721 shares; 2025Q3: 13,899 shares; 2025Q4: 14,341 shares 14,341 $231K 0.02% +442 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,608 shares; 2025Q4: 3,414 shares 3,414 $231K 0.02% -194 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,877 shares; 2025Q1: 13,349 shares; 2025Q2: 13,607 shares; 2025Q3: 13,243 shares; 2025Q4: 12,865 shares 12,865 $229K 0.02% -378 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,818 shares 1,818 $228K 0.02% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,636 shares; 2025Q1: not reported; 2025Q2: 2,341 shares; 2025Q3: not reported; 2025Q4: 2,981 shares 2,981 $227K 0.02% new Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,429 shares 4,429 $226K 0.02% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,331 shares 1,331 $226K 0.02% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 385 shares; 2025Q3: not reported; 2025Q4: 397 shares 397 $225K 0.02% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,687 shares; 2025Q1: not reported; 2025Q2: 1,518 shares; 2025Q3: 1,519 shares; 2025Q4: 1,626 shares 1,626 $223K 0.02% +107 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,581 shares; 2025Q4: 4,571 shares 4,571 $217K 0.02% -10 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,056 shares 1,056 $217K 0.02% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,333 shares; 2025Q1: 26,597 shares; 2025Q2: 3,857 shares; 2025Q3: 3,904 shares; 2025Q4: 3,699 shares 3,699 $217K 0.02% -205 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: 2,736 shares; 2024Q3: 2,723 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,004 shares; 2025Q3: not reported; 2025Q4: 1,886 shares 1,886 $215K 0.02% new Timeline FFIC FLUSHING FINL CORP More: the full row for FLUSHING FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,961 shares 13,961 $212K 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 18,000 shares; 2024Q3: 19,489 shares; 2024Q4: 20,148 shares; 2025Q1: not reported; 2025Q2: 14,907 shares; 2025Q3: 10,711 shares; 2025Q4: 16,088 shares 16,088 $211K 0.02% +5,377 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,554 shares; 2024Q3: 3,592 shares; 2024Q4: 3,596 shares; 2025Q1: 3,394 shares; 2025Q2: 3,643 shares; 2025Q3: 3,337 shares; 2025Q4: 3,564 shares 3,564 $208K 0.02% +227 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,651 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,521 shares 1,521 $208K 0.02% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,387 shares; 2024Q3: 2,384 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,524 shares; 2025Q3: not reported; 2025Q4: 2,327 shares 2,327 $207K 0.02% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317 shares 317 $207K 0.02% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,469 shares 4,469 $206K 0.01% new 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: 4,078 shares; 2024Q3: 4,118 shares; 2024Q4: 3,369 shares; 2025Q1: 3,059 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,544 shares 2,544 $204K 0.01% new Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,913 shares 13,913 $202K 0.01% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,130 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,336 shares; 2025Q3: not reported; 2025Q4: 787 shares 787 $202K 0.01% new Timeline GSIE 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,664 shares 4,664 $200K 0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,097 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,509 shares 10,509 $167K 0.01% new Timeline AUID AUTHID INC More: the full row for AUTHID INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 171,885 shares; 2024Q3: 173,302 shares; 2024Q4: 173,302 shares; 2025Q1: 173,302 shares; 2025Q2: 173,302 shares; 2025Q3: 173,302 shares; 2025Q4: 173,302 shares 173,302 $152K 0.01% 0 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,226 shares; 2024Q3: 11,226 shares; 2024Q4: 10,732 shares; 2025Q1: 10,961 shares; 2025Q2: 14,471 shares; 2025Q3: 14,518 shares; 2025Q4: 14,948 shares 14,948 $117K 0.01% +430 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,516 shares; 2025Q2: 11,166 shares; 2025Q3: not reported; 2025Q4: 10,996 shares 10,996 $111K 0.01% new Timeline MLCO MELCO RESORTS AND ENTMNT LTD More: the full row for MELCO RESORTS AND ENTMNT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $90.8K 0.01% 0 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 18,135 shares; 2024Q3: 18,135 shares; 2024Q4: 37,913 shares; 2025Q1: 37,913 shares; 2025Q2: 38,600 shares; 2025Q3: 37,998 shares; 2025Q4: 17,769 shares 17,769 $88.7K 0.01% -20,229 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 16,939 shares 16,939 $85K 0.01% +1,939 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,174 shares 33,174 $81.9K 0.01% new Timeline FATE FATE THERAPEUTICS INC More: the full row for FATE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,439 shares; 2024Q3: 10,439 shares; 2024Q4: 70,439 shares; 2025Q1: 70,439 shares; 2025Q2: 70,439 shares; 2025Q3: 70,439 shares; 2025Q4: 70,439 shares 70,439 $69.2K 0.01% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,222 shares; 2025Q1: 11,892 shares; 2025Q2: 13,471 shares; 2025Q3: 13,154 shares; 2025Q4: 16,756 shares 16,756 $47.6K <0.01% +3,602 Timeline PROFUSA INC PROFUSA INC More: the full row for PROFUSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 149,092 shares; 2025Q4: 149,092 shares 149,092 $15.6K <0.01% 0