RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 273,995 shares; 2025Q1: 318,985 shares; 2025Q2: 417,481 shares; 2025Q3: 564,503 shares; 2025Q4: 736,020 shares 736,020 $51.1M 14.58% +171,517 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 364,664 shares; 2025Q1: 369,156 shares; 2025Q2: 368,592 shares; 2025Q3: 461,042 shares; 2025Q4: 601,095 shares 601,095 $48.2M 13.75% +140,053 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,343 shares; 2025Q1: 75,189 shares; 2025Q2: 77,833 shares; 2025Q3: 66,140 shares; 2025Q4: 48,992 shares 48,992 $30.7M 8.76% -17,148 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,948 shares; 2025Q1: 75,991 shares; 2025Q2: 75,359 shares; 2025Q3: 74,533 shares; 2025Q4: 74,806 shares 74,806 $20.3M 5.8% +273 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,289 shares; 2025Q4: 218,063 shares 218,063 $18M 5.12% +188,774 Timeline 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: restricted; 2024Q3: not loaded; 2024Q4: 22,968 shares; 2025Q1: 43,073 shares; 2025Q2: 100,852 shares; 2025Q3: 208,583 shares; 2025Q4: 329,204 shares 329,204 $15.6M 4.45% +120,621 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114,184 shares; 2025Q4: 259,983 shares 259,983 $11.5M 3.27% +145,799 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,227 shares; 2025Q1: 12,982 shares; 2025Q2: 14,384 shares; 2025Q3: 15,546 shares; 2025Q4: 18,534 shares 18,534 $11.4M 3.25% +2,988 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 582,967 shares; 2025Q1: 562,042 shares; 2025Q2: 552,709 shares; 2025Q3: 426,664 shares; 2025Q4: 320,603 shares 320,603 $8.79M 2.51% -106,061 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,057 shares; 2025Q3: 161,016 shares; 2025Q4: 314,529 shares 314,529 $8.6M 2.45% +153,513 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,841 shares; 2025Q1: 33,587 shares; 2025Q2: 44,819 shares; 2025Q3: 60,861 shares; 2025Q4: 82,514 shares 82,514 $8.45M 2.41% +21,653 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 311,852 shares; 2025Q1: 330,746 shares; 2025Q2: 384,784 shares; 2025Q3: 401,236 shares; 2025Q4: 166,846 shares 166,846 $7.58M 2.16% -234,390 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,779 shares; 2025Q1: 12,454 shares; 2025Q2: 12,266 shares; 2025Q3: 12,143 shares; 2025Q4: 12,103 shares 12,103 $5.85M 1.67% -40 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,473 shares; 2025Q1: 7,253 shares; 2025Q2: 7,257 shares; 2025Q3: 7,634 shares; 2025Q4: 7,851 shares 7,851 $5.35M 1.53% +217 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,409 shares; 2025Q1: 26,243 shares; 2025Q2: 25,165 shares; 2025Q3: 19,602 shares; 2025Q4: 16,516 shares 16,516 $4.26M 1.22% -3,086 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,292 shares; 2025Q1: 20,092 shares; 2025Q2: 19,692 shares; 2025Q3: 19,815 shares; 2025Q4: 19,757 shares 19,757 $3.68M 1.05% -58 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,545 shares; 2025Q1: 5,545 shares; 2025Q2: 5,577 shares; 2025Q3: 5,577 shares; 2025Q4: 5,577 shares 5,577 $2.8M 0.8% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,350 shares; 2025Q1: 18,213 shares; 2025Q2: 18,022 shares; 2025Q3: 19,821 shares; 2025Q4: 19,187 shares 19,187 $2.75M 0.79% -634 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,309 shares; 2025Q3: 33,648 shares; 2025Q4: 51,631 shares 51,631 $2.3M 0.66% +17,983 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,568 shares; 2025Q1: 3,126 shares; 2025Q2: 4,290 shares; 2025Q3: 5,018 shares; 2025Q4: 5,046 shares 5,046 $2.24M 0.64% +28 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,375 shares; 2025Q1: 19,875 shares; 2025Q2: 19,325 shares; 2025Q3: 19,180 shares; 2025Q4: 19,819 shares 19,819 $2.09M 0.6% +639 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,125 shares; 2025Q1: 18,136 shares; 2025Q2: 18,149 shares; 2025Q3: 17,674 shares; 2025Q4: 16,778 shares 16,778 $2.04M 0.58% -896 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,199 shares; 2025Q1: 8,199 shares; 2025Q2: 7,761 shares; 2025Q3: 7,332 shares; 2025Q4: 7,352 shares 7,352 $2.04M 0.58% +20 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 217,164 shares; 2025Q1: 203,532 shares; 2025Q2: 167,791 shares; 2025Q3: 117,102 shares; 2025Q4: 66,830 shares 66,830 $2.01M 0.57% -50,272 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,131 shares; 2025Q1: 3,123 shares; 2025Q2: 2,979 shares; 2025Q3: 2,980 shares; 2025Q4: 2,991 shares 2,991 $1.97M 0.56% +11 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 107,321 shares; 2025Q1: 128,152 shares; 2025Q2: 188,669 shares; 2025Q3: 141,856 shares; 2025Q4: 62,272 shares 62,272 $1.96M 0.56% -79,584 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,415 shares; 2025Q1: 9,155 shares; 2025Q2: 8,491 shares; 2025Q3: 8,543 shares; 2025Q4: 8,441 shares 8,441 $1.95M 0.56% -102 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,039 shares; 2025Q1: 49,039 shares; 2025Q2: 48,544 shares; 2025Q3: 41,466 shares; 2025Q4: 39,897 shares 39,897 $1.8M 0.51% -1,569 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,514 shares; 2025Q1: 21,518 shares; 2025Q2: 21,251 shares; 2025Q3: 21,256 shares; 2025Q4: 21,262 shares 21,262 $1.7M 0.48% +6 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,463 shares; 2025Q1: 4,463 shares; 2025Q2: 4,373 shares; 2025Q3: 4,624 shares; 2025Q4: 4,624 shares 4,624 $1.67M 0.47% 0 Timeline FDBC FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,414 shares; 2025Q1: 36,414 shares; 2025Q2: 36,414 shares; 2025Q3: 36,243 shares; 2025Q4: 36,243 shares 36,243 $1.58M 0.45% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,000 shares; 2025Q1: 27,000 shares; 2025Q2: 27,000 shares; 2025Q3: 27,000 shares; 2025Q4: 27,000 shares 27,000 $1.53M 0.44% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.43% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,770 shares; 2025Q1: 65,756 shares; 2025Q2: 60,508 shares; 2025Q3: 43,178 shares; 2025Q4: 27,624 shares 27,624 $1.29M 0.37% -15,554 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88,697 shares; 2025Q1: 85,984 shares; 2025Q2: 74,210 shares; 2025Q3: 52,166 shares; 2025Q4: 35,513 shares 35,513 $1.27M 0.36% -16,653 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,597 shares; 2025Q1: 6,567 shares; 2025Q2: 6,567 shares; 2025Q3: 6,527 shares; 2025Q4: 6,473 shares 6,473 $1.24M 0.35% -54 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,775 shares; 2025Q1: 2,775 shares; 2025Q2: 2,762 shares; 2025Q3: 3,679 shares; 2025Q4: 3,664 shares 3,664 $1.23M 0.35% -15 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,530 shares; 2025Q1: 7,530 shares; 2025Q2: 7,530 shares; 2025Q3: 7,530 shares; 2025Q4: 7,530 shares 7,530 $1.22M 0.35% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,958 shares; 2025Q1: 12,063 shares; 2025Q2: 11,571 shares; 2025Q3: 11,085 shares; 2025Q4: 10,127 shares 10,127 $1.22M 0.35% -958 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54,810 shares; 2025Q1: 50,827 shares; 2025Q2: 43,680 shares; 2025Q3: 32,128 shares; 2025Q4: 16,274 shares 16,274 $1.21M 0.34% -15,854 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,045 shares; 2025Q1: 4,078 shares; 2025Q2: 4,078 shares; 2025Q3: 4,078 shares; 2025Q4: 4,069 shares 4,069 $1.18M 0.34% -9 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,516 shares; 2025Q1: 3,516 shares; 2025Q2: 3,516 shares; 2025Q3: 3,516 shares; 2025Q4: 3,516 shares 3,516 $1.11M 0.32% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares 1,080 $1.09M 0.31% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,674 shares; 2025Q1: 3,688 shares; 2025Q2: 3,688 shares; 2025Q3: 3,688 shares; 2025Q4: 7,320 shares 7,320 $1.05M 0.3% +3,632 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: restricted; 2024Q3: not loaded; 2024Q4: 48,694 shares; 2025Q1: 47,492 shares; 2025Q2: 46,538 shares; 2025Q3: 45,432 shares; 2025Q4: 40,779 shares 40,779 $1.04M 0.3% -4,653 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,299 shares; 2025Q1: 30,299 shares; 2025Q2: 30,195 shares; 2025Q3: 30,195 shares; 2025Q4: 29,195 shares 29,195 $1.02M 0.29% -1,000 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,590 shares; 2025Q1: 33,885 shares; 2025Q2: 30,484 shares; 2025Q3: 26,276 shares; 2025Q4: 14,502 shares 14,502 $957K 0.27% -11,774 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,540 shares; 2025Q1: 12,540 shares; 2025Q2: 12,540 shares; 2025Q3: 11,920 shares; 2025Q4: 11,908 shares 11,908 $949K 0.27% -12 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,546 shares; 2025Q1: 1,636 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares; 2025Q4: 1,636 shares 1,636 $937K 0.27% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,628 shares; 2025Q1: 1,665 shares; 2025Q2: 1,293 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $890K 0.25% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,350 shares; 2025Q1: 3,350 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares 3,350 $862K 0.25% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 704 shares; 2025Q1: 726 shares; 2025Q2: 840 shares; 2025Q3: 840 shares; 2025Q4: 790 shares 790 $849K 0.24% -50 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 821 shares; 2025Q4: 1,090 shares 1,090 $822K 0.23% +269 Timeline HYLB 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: restricted; 2024Q3: not loaded; 2024Q4: 69,535 shares; 2025Q1: 65,747 shares; 2025Q2: 57,532 shares; 2025Q3: 41,703 shares; 2025Q4: 20,852 shares 20,852 $768K 0.22% -20,851 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,118 shares; 2025Q4: 2,176 shares 2,176 $753K 0.21% +58 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,267 shares; 2025Q1: 7,146 shares; 2025Q2: 6,976 shares; 2025Q3: 6,185 shares; 2025Q4: 3,426 shares 3,426 $753K 0.21% -2,759 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,413 shares; 2025Q1: 2,413 shares; 2025Q2: 2,414 shares; 2025Q3: 2,417 shares; 2025Q4: 2,364 shares 2,364 $740K 0.21% -53 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,936 shares; 2025Q1: 41,477 shares; 2025Q2: 32,637 shares; 2025Q3: 24,591 shares; 2025Q4: 13,368 shares 13,368 $719K 0.2% -11,223 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,414 shares; 2025Q1: 6,414 shares; 2025Q2: 6,414 shares; 2025Q3: 6,446 shares; 2025Q4: 5,852 shares 5,852 $704K 0.2% -594 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,139 shares; 2025Q1: 1,851 shares; 2025Q2: 1,614 shares; 2025Q3: 1,590 shares; 2025Q4: 1,560 shares 1,560 $702K 0.2% -30 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,379 shares; 2025Q1: 2,349 shares; 2025Q2: 2,149 shares; 2025Q3: 2,257 shares; 2025Q4: 2,110 shares 2,110 $662K 0.19% -147 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,838 shares; 2025Q1: 16,466 shares; 2025Q2: 16,429 shares; 2025Q3: 16,283 shares; 2025Q4: 16,304 shares 16,304 $658K 0.19% +21 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,131 shares; 2025Q1: 3,131 shares; 2025Q2: 3,131 shares; 2025Q3: 3,131 shares; 2025Q4: 3,131 shares 3,131 $654K 0.19% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,547 shares; 2025Q1: 38,536 shares; 2025Q2: 32,326 shares; 2025Q3: 22,525 shares; 2025Q4: 11,539 shares 11,539 $644K 0.18% -10,986 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,949 shares; 2025Q1: 7,949 shares; 2025Q2: 7,635 shares; 2025Q3: 7,288 shares; 2025Q4: 6,668 shares 6,668 $640K 0.18% -620 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,906 shares; 2025Q1: 52,508 shares; 2025Q2: 52,181 shares; 2025Q3: 48,037 shares; 2025Q4: 43,136 shares 43,136 $639K 0.18% -4,901 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,099 shares; 2025Q1: 11,009 shares; 2025Q2: 11,131 shares; 2025Q3: 10,202 shares; 2025Q4: 9,901 shares 9,901 $637K 0.18% -301 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,019 shares; 2025Q1: 2,019 shares; 2025Q2: 2,019 shares; 2025Q3: 2,019 shares; 2025Q4: 2,019 shares 2,019 $630K 0.18% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,997 shares; 2025Q1: 12,921 shares; 2025Q2: 12,943 shares; 2025Q3: 10,966 shares; 2025Q4: 10,053 shares 10,053 $580K 0.17% -913 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,117 shares; 2025Q1: 2,687 shares; 2025Q2: 2,687 shares; 2025Q3: 2,687 shares; 2025Q4: 2,687 shares 2,687 $575K 0.16% 0 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,129 shares; 2025Q1: 22,239 shares; 2025Q2: 22,239 shares; 2025Q3: 19,390 shares; 2025Q4: 19,390 shares 19,390 $569K 0.16% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,136 shares; 2025Q1: 18,623 shares; 2025Q2: 18,013 shares; 2025Q3: 13,714 shares; 2025Q4: 8,650 shares 8,650 $566K 0.16% -5,064 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,765 shares; 2025Q1: 3,765 shares; 2025Q2: 3,765 shares; 2025Q3: 3,765 shares; 2025Q4: 3,457 shares 3,457 $555K 0.16% -308 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,415 shares; 2025Q3: 10,415 shares; 2025Q4: 10,415 shares 10,415 $554K 0.16% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,580 shares; 2025Q1: 2,730 shares; 2025Q2: 2,818 shares; 2025Q3: 2,960 shares; 2025Q4: 2,960 shares 2,960 $526K 0.15% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,731 shares; 2025Q1: 1,731 shares; 2025Q2: 1,731 shares; 2025Q3: 1,731 shares; 2025Q4: 1,731 shares 1,731 $521K 0.15% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,235 shares; 2025Q1: 10,235 shares; 2025Q2: 5,062 shares; 2025Q3: 4,216 shares; 2025Q4: 4,216 shares 4,216 $470K 0.13% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,725 shares; 2025Q3: 1,725 shares; 2025Q4: 1,725 shares 1,725 $468K 0.13% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,641 shares; 2025Q1: 10,976 shares; 2025Q2: 11,297 shares; 2025Q3: 11,388 shares; 2025Q4: 11,397 shares 11,397 $464K 0.13% +9 Timeline CVRT CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,700 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $457K 0.13% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,098 shares; 2025Q1: 18,256 shares; 2025Q2: 15,351 shares; 2025Q3: 13,181 shares; 2025Q4: 7,301 shares 7,301 $456K 0.13% -5,880 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: restricted; 2024Q3: not loaded; 2024Q4: 2,503 shares; 2025Q1: 2,503 shares; 2025Q2: 2,503 shares; 2025Q3: 2,503 shares; 2025Q4: 2,445 shares 2,445 $443K 0.13% -58 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,193 shares; 2025Q1: 1,193 shares; 2025Q2: 1,193 shares; 2025Q3: 1,193 shares; 2025Q4: 1,144 shares 1,144 $423K 0.12% -49 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,175 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,303 shares; 2025Q4: 1,303 shares 1,303 $420K 0.12% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,773 shares; 2025Q1: 27,140 shares; 2025Q2: 23,707 shares; 2025Q3: 19,392 shares; 2025Q4: 9,005 shares 9,005 $419K 0.12% -10,387 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,166 shares; 2025Q1: 1,091 shares; 2025Q2: 1,036 shares; 2025Q3: 988 shares; 2025Q4: 857 shares 857 $418K 0.12% -131 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,709 shares; 2025Q1: 2,701 shares; 2025Q2: 2,632 shares; 2025Q3: 2,632 shares; 2025Q4: 2,732 shares 2,732 $416K 0.12% +100 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,223 shares; 2025Q1: 2,223 shares; 2025Q2: 2,223 shares; 2025Q3: 2,223 shares; 2025Q4: 2,223 shares 2,223 $408K 0.12% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,644 shares; 2025Q1: 7,644 shares; 2025Q2: 7,644 shares; 2025Q3: 7,644 shares; 2025Q4: 7,644 shares 7,644 $402K 0.11% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,973 shares; 2025Q1: 1,973 shares; 2025Q2: 1,973 shares; 2025Q3: 1,973 shares; 2025Q4: 1,973 shares 1,973 $401K 0.11% 0 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,857 shares; 2025Q1: 32,509 shares; 2025Q2: 32,509 shares; 2025Q3: 33,029 shares; 2025Q4: 21,955 shares 21,955 $382K 0.11% -11,074 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,941 shares; 2025Q1: 1,941 shares; 2025Q2: 1,356 shares; 2025Q3: 1,356 shares; 2025Q4: 1,356 shares 1,356 $379K 0.11% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,441 shares; 2025Q1: 3,441 shares; 2025Q2: 2,662 shares; 2025Q3: 2,662 shares; 2025Q4: 2,662 shares 2,662 $375K 0.11% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,961 shares; 2025Q1: 3,961 shares; 2025Q2: 3,961 shares; 2025Q3: 3,961 shares; 2025Q4: 3,485 shares 3,485 $367K 0.1% -476 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 405 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 478 shares; 2025Q4: 2,390 shares 2,390 $366K 0.1% +1,912 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,141 shares; 2025Q1: 7,141 shares; 2025Q2: 7,141 shares; 2025Q3: 7,141 shares; 2025Q4: 7,141 shares 7,141 $363K 0.1% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,029 shares; 2025Q1: 2,029 shares; 2025Q2: 2,029 shares; 2025Q3: 2,029 shares; 2025Q4: 1,816 shares 1,816 $361K 0.1% -213 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,160 shares; 2025Q1: 15,185 shares; 2025Q2: 15,728 shares; 2025Q3: 14,283 shares; 2025Q4: 14,141 shares 14,141 $351K 0.1% -142 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,436 shares; 2025Q1: 4,436 shares; 2025Q2: 4,436 shares; 2025Q3: 4,436 shares; 2025Q4: 4,290 shares 4,290 $348K 0.1% -146 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,295 shares; 2025Q1: 11,295 shares; 2025Q2: 11,295 shares; 2025Q3: 12,540 shares; 2025Q4: 12,540 shares 12,540 $341K 0.1% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,279 shares; 2025Q1: 3,279 shares; 2025Q2: 3,279 shares; 2025Q3: 3,279 shares; 2025Q4: 3,279 shares 3,279 $340K 0.1% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,034 shares; 2025Q3: 10,034 shares; 2025Q4: 10,374 shares 10,374 $338K 0.1% +340 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,787 shares; 2025Q1: 6,787 shares; 2025Q2: 6,787 shares; 2025Q3: 10,704 shares; 2025Q4: 6,463 shares 6,463 $325K 0.09% -4,241 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,111 shares; 2025Q1: 25,111 shares; 2025Q2: 25,111 shares; 2025Q3: 25,111 shares; 2025Q4: 25,111 shares 25,111 $312K 0.09% 0 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,373 shares; 2025Q1: 11,373 shares; 2025Q2: 11,373 shares; 2025Q3: 11,373 shares; 2025Q4: 11,373 shares 11,373 $310K 0.09% 0 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,288 shares; 2025Q1: 12,460 shares; 2025Q2: 12,151 shares; 2025Q3: 12,039 shares; 2025Q4: 12,039 shares 12,039 $309K 0.09% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,894 shares; 2025Q1: 1,764 shares; 2025Q2: 1,582 shares; 2025Q3: 1,464 shares; 2025Q4: 1,464 shares 1,464 $303K 0.09% 0 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,677 shares; 2025Q1: 3,677 shares; 2025Q2: 2,645 shares; 2025Q3: 2,645 shares; 2025Q4: 2,645 shares 2,645 $301K 0.09% 0 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,534 shares; 2025Q1: 20,534 shares; 2025Q2: 14,459 shares; 2025Q3: 14,459 shares; 2025Q4: 14,459 shares 14,459 $298K 0.08% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,527 shares; 2025Q1: 6,527 shares; 2025Q2: 2,211 shares; 2025Q3: 1,993 shares; 2025Q4: 1,993 shares 1,993 $286K 0.08% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 824 shares 824 $284K 0.08% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 577 shares; 2025Q1: 577 shares; 2025Q2: 577 shares; 2025Q3: 572 shares; 2025Q4: 572 shares 572 $280K 0.08% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 905 shares 905 $279K 0.08% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,081 shares; 2025Q1: 1,081 shares; 2025Q2: 960 shares; 2025Q3: 939 shares; 2025Q4: 939 shares 939 $278K 0.08% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,433 shares; 2025Q1: not reported; 2025Q2: 1,281 shares; 2025Q3: 1,402 shares; 2025Q4: 1,402 shares 1,402 $273K 0.08% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,899 shares; 2025Q1: 3,899 shares; 2025Q2: 3,899 shares; 2025Q3: 3,899 shares; 2025Q4: 3,899 shares 3,899 $271K 0.08% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,782 shares; 2025Q1: 2,782 shares; 2025Q2: 2,782 shares; 2025Q3: 2,782 shares; 2025Q4: 2,782 shares 2,782 $268K 0.08% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 646 shares; 2025Q1: not reported; 2025Q2: 647 shares; 2025Q3: 647 shares; 2025Q4: 648 shares 648 $267K 0.08% +1 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,999 shares; 2025Q1: 1,999 shares; 2025Q2: 1,999 shares; 2025Q3: 1,609 shares; 2025Q4: 1,559 shares 1,559 $267K 0.08% -50 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,638 shares; 2025Q1: 4,638 shares; 2025Q2: 4,638 shares; 2025Q3: 2,965 shares; 2025Q4: 2,965 shares 2,965 $265K 0.08% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,160 shares; 2025Q4: 1,160 shares 1,160 $261K 0.07% 0 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,758 shares 10,758 $259K 0.07% new Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,598 shares 6,598 $258K 0.07% new Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,468 shares; 2025Q1: 33,565 shares; 2025Q2: 47,504 shares; 2025Q3: 29,721 shares; 2025Q4: 5,864 shares 5,864 $256K 0.07% -23,857 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,562 shares; 2025Q1: 20,102 shares; 2025Q2: 18,453 shares; 2025Q3: 10,179 shares; 2025Q4: 6,780 shares 6,780 $255K 0.07% -3,399 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 828 shares; 2025Q1: 828 shares; 2025Q2: 828 shares; 2025Q3: 828 shares; 2025Q4: 818 shares 818 $250K 0.07% -10 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 830 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 620 shares 620 $246K 0.07% -210 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,626 shares; 2025Q1: 3,505 shares; 2025Q2: 2,873 shares; 2025Q3: 2,752 shares; 2025Q4: 2,752 shares 2,752 $245K 0.07% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,783 shares; 2025Q1: 4,783 shares; 2025Q2: 4,783 shares; 2025Q3: 3,493 shares; 2025Q4: 3,493 shares 3,493 $244K 0.07% 0 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: restricted; 2024Q3: not loaded; 2024Q4: 10,437 shares; 2025Q1: 10,437 shares; 2025Q2: 10,437 shares; 2025Q3: 10,437 shares; 2025Q4: 10,437 shares 10,437 $242K 0.07% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 788 shares; 2025Q1: not reported; 2025Q2: 896 shares; 2025Q3: 849 shares; 2025Q4: 837 shares 837 $233K 0.07% -12 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 762 shares; 2025Q4: 762 shares 762 $232K 0.07% 0 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,690 shares; 2025Q1: 9,690 shares; 2025Q2: 9,690 shares; 2025Q3: 9,012 shares; 2025Q4: 9,012 shares 9,012 $225K 0.06% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 475 shares; 2025Q1: not reported; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares 475 $223K 0.06% 0 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,672 shares; 2025Q1: not reported; 2025Q2: 2,672 shares; 2025Q3: 2,672 shares; 2025Q4: 2,690 shares 2,690 $219K 0.06% +18 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,257 shares; 2025Q1: 35,959 shares; 2025Q2: 34,257 shares; 2025Q3: 34,257 shares; 2025Q4: 34,356 shares 34,356 $216K 0.06% +99 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 879 shares 879 $213K 0.06% 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: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 323 shares 323 $211K 0.06% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 272 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares 272 $208K 0.06% 0 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $206K 0.06% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 586 shares 586 $206K 0.06% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,094 shares; 2025Q1: 2,094 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 945 shares 945 $205K 0.06% -10 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,598 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,598 shares 2,598 $205K 0.06% new Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,635 shares; 2025Q1: 5,173 shares; 2025Q2: 5,173 shares; 2025Q3: 1,838 shares; 2025Q4: 1,825 shares 1,825 $201K 0.06% -13 Timeline