SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,458 shares; 2024Q4: 710,638 shares; 2025Q1: 817,424 shares; 2025Q2: 901,955 shares; 2025Q3: 1,035,283 shares; 2025Q4: 1,140,637 shares 1,140,637 $50.7M 6.56% +105,354 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737,514 shares; 2024Q4: 821,816 shares; 2025Q1: 940,531 shares; 2025Q2: 996,931 shares; 2025Q3: 1,049,542 shares; 2025Q4: 1,114,892 shares 1,114,892 $25.7M 3.32% +65,350 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,956 shares; 2024Q4: 137,908 shares; 2025Q1: 167,921 shares; 2025Q2: 168,431 shares; 2025Q3: 174,743 shares; 2025Q4: 185,228 shares 185,228 $20.4M 2.64% +10,485 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: 145,452 shares; 2024Q4: 171,742 shares; 2025Q1: 202,965 shares; 2025Q2: 194,483 shares; 2025Q3: 220,641 shares; 2025Q4: 228,306 shares 228,306 $18.5M 2.4% +7,665 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,073 shares; 2024Q4: 145,793 shares; 2025Q1: 162,540 shares; 2025Q2: 171,720 shares; 2025Q3: 180,364 shares; 2025Q4: 188,077 shares 188,077 $17.9M 2.32% +7,713 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: restricted; 2024Q3: 238,554 shares; 2024Q4: 258,311 shares; 2025Q1: 287,320 shares; 2025Q2: 312,881 shares; 2025Q3: 326,005 shares; 2025Q4: 359,078 shares 359,078 $17.4M 2.25% +33,073 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,688 shares; 2024Q4: 233,105 shares; 2025Q1: 281,118 shares; 2025Q2: 295,644 shares; 2025Q3: 302,308 shares; 2025Q4: 309,233 shares 309,233 $15.3M 1.98% +6,925 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: restricted; 2024Q3: 46,915 shares; 2024Q4: 17,954 shares; 2025Q1: 48,446 shares; 2025Q2: 67,624 shares; 2025Q3: 71,718 shares; 2025Q4: 51,779 shares 51,779 $11.6M 1.51% -19,939 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 7,599 shares; 2025Q1: 18,249 shares; 2025Q2: 22,348 shares; 2025Q3: 27,772 shares; 2025Q4: 26,507 shares 26,507 $10.5M 1.36% -1,265 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,621 shares; 2024Q4: 7,207 shares; 2025Q1: 24,961 shares; 2025Q2: 30,498 shares; 2025Q3: 39,531 shares; 2025Q4: 36,008 shares 36,008 $9.92M 1.28% -3,523 Timeline FIDU 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: 34,620 shares; 2024Q4: 47,548 shares; 2025Q1: 51,824 shares; 2025Q2: 46,413 shares; 2025Q3: 63,129 shares; 2025Q4: 111,918 shares 111,918 $9.23M 1.2% +48,789 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: 26,014 shares; 2024Q4: 27,433 shares; 2025Q1: 28,942 shares; 2025Q2: 30,896 shares; 2025Q3: 35,477 shares; 2025Q4: 33,702 shares 33,702 $9.16M 1.19% -1,775 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: 17,193 shares; 2024Q4: 18,820 shares; 2025Q1: 21,706 shares; 2025Q2: 21,294 shares; 2025Q3: 21,091 shares; 2025Q4: 18,597 shares 18,597 $8.99M 1.16% -2,494 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,119 shares; 2024Q4: 82,434 shares; 2025Q1: 80,466 shares; 2025Q2: 80,519 shares; 2025Q3: 79,471 shares; 2025Q4: 70,776 shares 70,776 $8.69M 1.12% -8,695 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,698 shares; 2024Q4: 42,035 shares; 2025Q1: 44,849 shares; 2025Q2: 46,424 shares; 2025Q3: 44,098 shares; 2025Q4: 37,261 shares 37,261 $8.51M 1.1% -6,837 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 266,052 shares; 2025Q1: 355,686 shares; 2025Q2: 495,267 shares; 2025Q3: 594,935 shares; 2025Q4: 678,746 shares 678,746 $8.45M 1.09% +83,811 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,657 shares; 2024Q4: 45,581 shares; 2025Q1: 50,063 shares; 2025Q2: 60,189 shares; 2025Q3: 66,341 shares; 2025Q4: 75,411 shares 75,411 $8.26M 1.07% +9,070 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,383 shares; 2024Q4: 137,678 shares; 2025Q1: 141,806 shares; 2025Q2: 146,808 shares; 2025Q3: 161,272 shares; 2025Q4: 166,291 shares 166,291 $8.26M 1.07% +5,019 Timeline FHLC 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: 119,897 shares; 2024Q4: 214,778 shares; 2025Q1: 169,862 shares; 2025Q2: 143,971 shares; 2025Q3: 123,154 shares; 2025Q4: 110,668 shares 110,668 $8.22M 1.06% -12,486 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: 7,502 shares; 2024Q4: 8,783 shares; 2025Q1: 9,478 shares; 2025Q2: 9,254 shares; 2025Q3: 116,510 shares; 2025Q4: 140,469 shares 140,469 $8.1M 1.05% +23,959 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,597 shares; 2024Q4: 17,835 shares; 2025Q1: 16,876 shares; 2025Q2: 18,273 shares; 2025Q3: 23,106 shares; 2025Q4: 35,370 shares 35,370 $8.06M 1.04% +12,264 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: 8,087 shares; 2024Q4: 8,001 shares; 2025Q1: 11,972 shares; 2025Q2: 10,842 shares; 2025Q3: 10,674 shares; 2025Q4: 11,416 shares 11,416 $7.82M 1.01% +742 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,946 shares; 2024Q4: 94,246 shares; 2025Q1: 98,764 shares; 2025Q2: 99,677 shares; 2025Q3: 98,278 shares; 2025Q4: 99,970 shares 99,970 $7.7M 1% +1,692 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,021 shares; 2024Q4: 259,956 shares; 2025Q1: 259,477 shares; 2025Q2: 204,533 shares; 2025Q3: 200,415 shares; 2025Q4: 185,535 shares 185,535 $7.7M 1% -14,880 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: 42,897 shares; 2024Q4: 53,792 shares; 2025Q1: 61,917 shares; 2025Q2: 60,496 shares; 2025Q3: 48,090 shares; 2025Q4: 36,375 shares 36,375 $7.53M 0.97% -11,715 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: 54,693 shares; 2024Q4: 73,468 shares; 2025Q1: 83,338 shares; 2025Q2: 105,275 shares; 2025Q3: 91,466 shares; 2025Q4: 70,508 shares 70,508 $7.42M 0.96% -20,958 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: 30,244 shares; 2024Q4: 33,326 shares; 2025Q1: 35,887 shares; 2025Q2: 31,974 shares; 2025Q3: 30,976 shares; 2025Q4: 24,868 shares 24,868 $7.37M 0.95% -6,108 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: 5,747 shares; 2024Q4: 5,668 shares; 2025Q1: 5,181 shares; 2025Q2: 4,069 shares; 2025Q3: not reported; 2025Q4: 10,650 shares 10,650 $7.26M 0.94% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,172 shares; 2024Q4: 15,583 shares; 2025Q1: 17,107 shares; 2025Q2: 20,440 shares; 2025Q3: 42,077 shares; 2025Q4: 42,240 shares 42,240 $7.23M 0.94% +163 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,440 shares; 2024Q4: 246,624 shares; 2025Q1: 257,377 shares; 2025Q2: 323,888 shares; 2025Q3: 322,708 shares; 2025Q4: 288,387 shares 288,387 $7.18M 0.93% -34,321 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,850 shares; 2025Q1: 29,459 shares; 2025Q2: 45,054 shares; 2025Q3: 51,795 shares; 2025Q4: 54,860 shares 54,860 $6.91M 0.89% +3,065 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,529 shares; 2024Q4: 172,211 shares; 2025Q1: 211,596 shares; 2025Q2: 225,652 shares; 2025Q3: 216,925 shares; 2025Q4: 236,350 shares 236,350 $6.59M 0.85% +19,425 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,138 shares; 2024Q4: 22,183 shares; 2025Q1: 25,754 shares; 2025Q2: 33,700 shares; 2025Q3: 37,837 shares; 2025Q4: 51,749 shares 51,749 $6.42M 0.83% +13,912 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: 8,260 shares; 2024Q4: 9,380 shares; 2025Q1: 10,625 shares; 2025Q2: 11,548 shares; 2025Q3: 12,249 shares; 2025Q4: 10,711 shares 10,711 $6.14M 0.79% -1,538 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,654 shares; 2024Q4: 10,658 shares; 2025Q1: 12,350 shares; 2025Q2: 12,607 shares; 2025Q3: 12,836 shares; 2025Q4: 11,881 shares 11,881 $6.06M 0.79% -955 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 64,326 shares; 2025Q1: 85,279 shares; 2025Q2: 86,873 shares; 2025Q3: 50,777 shares; 2025Q4: 68,682 shares 68,682 $5.99M 0.78% +17,905 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,764 shares; 2024Q4: 139,550 shares; 2025Q1: 145,686 shares; 2025Q2: 167,889 shares; 2025Q3: 215,744 shares; 2025Q4: 248,526 shares 248,526 $5.97M 0.77% +32,782 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,946 shares; 2024Q4: 43,965 shares; 2025Q1: 50,745 shares; 2025Q2: 51,302 shares; 2025Q3: 55,598 shares; 2025Q4: 67,822 shares 67,822 $5.91M 0.76% +12,224 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: 37,869 shares; 2024Q4: 28,674 shares; 2025Q1: 31,460 shares; 2025Q2: 29,534 shares; 2025Q3: 31,562 shares; 2025Q4: 30,242 shares 30,242 $5.89M 0.76% -1,320 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,469 shares; 2024Q4: 31,010 shares; 2025Q1: 35,139 shares; 2025Q2: 33,592 shares; 2025Q3: 31,708 shares; 2025Q4: 27,571 shares 27,571 $5.84M 0.76% -4,137 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,620 shares; 2024Q4: 6,830 shares; 2025Q1: 7,672 shares; 2025Q2: 6,231 shares; 2025Q3: 10,151 shares; 2025Q4: 12,098 shares 12,098 $5.63M 0.73% +1,947 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,494 shares; 2024Q4: 15,275 shares; 2025Q1: 18,083 shares; 2025Q2: 17,837 shares; 2025Q3: 19,080 shares; 2025Q4: 22,558 shares 22,558 $5.56M 0.72% +3,478 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 213,344 shares; 2025Q3: 202,023 shares; 2025Q4: 201,442 shares 201,442 $5.48M 0.71% -581 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 13,014 shares; 2025Q1: 15,933 shares; 2025Q2: 18,229 shares; 2025Q3: 20,090 shares; 2025Q4: 25,526 shares 25,526 $5.45M 0.71% +5,436 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,472 shares; 2025Q2: 43,991 shares; 2025Q3: 46,066 shares; 2025Q4: 53,730 shares 53,730 $5.42M 0.7% +7,664 Timeline SPAB 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: 249,579 shares; 2024Q4: 229,888 shares; 2025Q1: 209,337 shares; 2025Q2: 206,578 shares; 2025Q3: 205,632 shares; 2025Q4: 205,726 shares 205,726 $5.3M 0.69% +94 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,298 shares; 2024Q4: 73,359 shares; 2025Q1: 71,086 shares; 2025Q2: 73,930 shares; 2025Q3: 80,904 shares; 2025Q4: 60,383 shares 60,383 $5.29M 0.68% -20,521 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,533 shares; 2024Q4: 34,524 shares; 2025Q1: 38,645 shares; 2025Q2: 47,061 shares; 2025Q3: 46,103 shares; 2025Q4: 48,016 shares 48,016 $5.14M 0.67% +1,913 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: 83,745 shares; 2024Q4: 79,950 shares; 2025Q1: 64,888 shares; 2025Q2: 64,395 shares; 2025Q3: 63,805 shares; 2025Q4: 63,733 shares 63,733 $5.11M 0.66% -72 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,143 shares; 2024Q4: 4,393 shares; 2025Q1: 29,595 shares; 2025Q2: 64,374 shares; 2025Q3: 21,757 shares; 2025Q4: 58,508 shares 58,508 $4.89M 0.63% +36,751 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: 5,585 shares; 2024Q4: 6,487 shares; 2025Q1: 6,463 shares; 2025Q2: 5,972 shares; 2025Q3: 19,542 shares; 2025Q4: 20,961 shares 20,961 $4.84M 0.63% +1,419 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,999 shares; 2024Q4: 490,753 shares; 2025Q1: 598,482 shares; 2025Q2: 575,268 shares; 2025Q3: 562,222 shares; 2025Q4: 575,430 shares 575,430 $4.8M 0.62% +13,208 LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 928 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,247 shares 11,247 $4.8M 0.62% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,910 shares; 2025Q1: 3,143 shares; 2025Q2: 3,240 shares; 2025Q3: 36,965 shares; 2025Q4: 34,009 shares 34,009 $4.69M 0.61% -2,956 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,884 shares; 2024Q4: 32,985 shares; 2025Q1: 56,623 shares; 2025Q2: 57,184 shares; 2025Q3: 62,021 shares; 2025Q4: 106,128 shares 106,128 $4.6M 0.6% +44,107 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,447 shares 22,447 $4.56M 0.59% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,669 shares; 2025Q3: 57,489 shares; 2025Q4: 46,653 shares 46,653 $4.48M 0.58% -10,836 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,143 shares; 2024Q4: 9,623 shares; 2025Q1: 10,778 shares; 2025Q2: 11,455 shares; 2025Q3: 11,924 shares; 2025Q4: 11,611 shares 11,611 $4.45M 0.58% -313 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,111 shares; 2024Q4: 20,169 shares; 2025Q1: 23,288 shares; 2025Q2: 24,451 shares; 2025Q3: 23,887 shares; 2025Q4: 21,895 shares 21,895 $4.44M 0.58% -1,992 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,465 shares; 2024Q4: 27,953 shares; 2025Q1: 29,651 shares; 2025Q2: 92,758 shares; 2025Q3: 43,227 shares; 2025Q4: 38,007 shares 38,007 $4.37M 0.57% -5,220 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,454 shares; 2024Q4: 24,976 shares; 2025Q1: 28,475 shares; 2025Q2: 31,369 shares; 2025Q3: 35,482 shares; 2025Q4: 40,733 shares 40,733 $4.36M 0.56% +5,251 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,005 shares; 2024Q4: 53,010 shares; 2025Q1: 56,115 shares; 2025Q2: 48,449 shares; 2025Q3: 47,033 shares; 2025Q4: 49,854 shares 49,854 $4.35M 0.56% +2,821 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: 25,211 shares; 2024Q4: 24,849 shares; 2025Q1: 25,343 shares; 2025Q2: 18,176 shares; 2025Q3: 18,631 shares; 2025Q4: 22,912 shares 22,912 $4.27M 0.55% +4,281 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: 6,713 shares; 2024Q4: 10,587 shares; 2025Q1: 5,911 shares; 2025Q2: 4,003 shares; 2025Q3: 6,131 shares; 2025Q4: 6,674 shares 6,674 $4.1M 0.53% +543 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,476 shares; 2024Q4: 26,399 shares; 2025Q1: 30,087 shares; 2025Q2: 5,710 shares; 2025Q3: 7,657 shares; 2025Q4: 39,244 shares 39,244 $4.09M 0.53% +31,587 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,846 shares; 2024Q4: 11,735 shares; 2025Q1: 39,536 shares; 2025Q2: 44,479 shares; 2025Q3: 52,589 shares; 2025Q4: 76,884 shares 76,884 $4.06M 0.53% +24,295 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,350 shares; 2025Q4: 20,147 shares 20,147 $3.93M 0.51% +18,797 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: restricted; 2024Q3: 4,629 shares; 2024Q4: 4,556 shares; 2025Q1: 5,399 shares; 2025Q2: 12,023 shares; 2025Q3: 68,084 shares; 2025Q4: 54,005 shares 54,005 $3.91M 0.51% -14,079 Timeline FSTA 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: 30,295 shares; 2024Q4: 35,640 shares; 2025Q1: 37,640 shares; 2025Q2: 72,232 shares; 2025Q3: 81,180 shares; 2025Q4: 78,777 shares 78,777 $3.88M 0.5% -2,403 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,097 shares; 2025Q2: 15,839 shares; 2025Q3: 16,226 shares; 2025Q4: 14,867 shares 14,867 $3.79M 0.49% -1,359 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,787 shares; 2024Q4: 106,373 shares; 2025Q1: 117,475 shares; 2025Q2: 141,913 shares; 2025Q3: 144,451 shares; 2025Q4: 165,173 shares 165,173 $3.68M 0.48% +20,722 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,641 shares 28,641 $3.59M 0.46% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,169 shares; 2025Q4: 13,885 shares 13,885 $3.57M 0.46% +12,716 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: 5,226 shares; 2024Q4: 5,752 shares; 2025Q1: 6,279 shares; 2025Q2: 6,654 shares; 2025Q3: 8,360 shares; 2025Q4: 11,011 shares 11,011 $3.47M 0.45% +2,651 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,782 shares; 2024Q4: 49,408 shares; 2025Q1: 97,582 shares; 2025Q2: 49,329 shares; 2025Q3: 55,056 shares; 2025Q4: 32,923 shares 32,923 $3.17M 0.41% -22,133 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,016 shares; 2024Q4: 9,917 shares; 2025Q1: 10,989 shares; 2025Q2: 12,421 shares; 2025Q3: 2,255 shares; 2025Q4: 9,858 shares 9,858 $3.14M 0.41% +7,603 Timeline SCHO 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: 52,120 shares; 2024Q4: 106,570 shares; 2025Q1: 115,083 shares; 2025Q2: 116,832 shares; 2025Q3: 116,567 shares; 2025Q4: 120,564 shares 120,564 $2.94M 0.38% +3,997 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,486 shares; 2024Q4: 18,366 shares; 2025Q1: 5,345 shares; 2025Q2: 5,085 shares; 2025Q3: 30,728 shares; 2025Q4: 11,221 shares 11,221 $2.76M 0.36% -19,507 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,884 shares; 2024Q4: 159,109 shares; 2025Q1: 152,445 shares; 2025Q2: 155,482 shares; 2025Q3: 210,509 shares; 2025Q4: 204,698 shares 204,698 $2.71M 0.35% -5,811 Timeline QQQI 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,191 shares 49,191 $2.65M 0.34% new 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: 21,871 shares; 2024Q4: 19,812 shares; 2025Q1: 19,877 shares; 2025Q2: 18,550 shares; 2025Q3: 20,250 shares; 2025Q4: 23,527 shares 23,527 $2.62M 0.34% +3,277 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,805 shares 46,805 $2.46M 0.32% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,985 shares; 2024Q4: 8,228 shares; 2025Q1: 8,208 shares; 2025Q2: 37,317 shares; 2025Q3: 42,096 shares; 2025Q4: 42,096 shares 42,096 $2.45M 0.32% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,756 shares; 2024Q4: 190,469 shares; 2025Q1: 113,094 shares; 2025Q2: 101,302 shares; 2025Q3: 87,275 shares; 2025Q4: 58,243 shares 58,243 $2.39M 0.31% -29,032 Timeline FMAT 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: 21,291 shares; 2024Q4: 26,988 shares; 2025Q1: 29,170 shares; 2025Q2: 32,288 shares; 2025Q3: 38,848 shares; 2025Q4: 44,415 shares 44,415 $2.36M 0.31% +5,567 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: 7,179 shares; 2024Q4: 8,154 shares; 2025Q1: 9,512 shares; 2025Q2: 9,221 shares; 2025Q3: 2,406 shares; 2025Q4: 2,072 shares 2,072 $2.23M 0.29% -334 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: restricted; 2024Q3: 8,014 shares; 2024Q4: not reported; 2025Q1: 7,266 shares; 2025Q2: 16,914 shares; 2025Q3: 41,293 shares; 2025Q4: 39,711 shares 39,711 $2.17M 0.28% -1,582 Timeline FUTY 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: 7,395 shares; 2024Q4: 30,469 shares; 2025Q1: 33,554 shares; 2025Q2: 33,187 shares; 2025Q3: 34,008 shares; 2025Q4: 37,898 shares 37,898 $2.09M 0.27% +3,890 Timeline FNCL 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: 18,143 shares; 2024Q4: 21,720 shares; 2025Q1: 3,806 shares; 2025Q2: 3,913 shares; 2025Q3: 22,582 shares; 2025Q4: 26,402 shares 26,402 $2.05M 0.27% +3,820 Timeline FDIS 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: 19,377 shares; 2024Q4: 24,656 shares; 2025Q1: 25,951 shares; 2025Q2: 24,831 shares; 2025Q3: 23,663 shares; 2025Q4: 20,056 shares 20,056 $2.05M 0.27% -3,607 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: 779 shares; 2024Q4: 788 shares; 2025Q1: 894 shares; 2025Q2: 3,014 shares; 2025Q3: 2,935 shares; 2025Q4: 3,102 shares 3,102 $1.95M 0.25% +167 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: restricted; 2024Q3: 25,818 shares; 2024Q4: 23,528 shares; 2025Q1: 18,149 shares; 2025Q2: 17,854 shares; 2025Q3: 17,854 shares; 2025Q4: 17,769 shares 17,769 $1.9M 0.25% -85 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,534 shares; 2024Q4: 3,674 shares; 2025Q1: not reported; 2025Q2: 8,039 shares; 2025Q3: 20,391 shares; 2025Q4: 23,319 shares 23,319 $1.88M 0.24% +2,928 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: 10,163 shares; 2024Q4: 9,289 shares; 2025Q1: 8,257 shares; 2025Q2: 10,852 shares; 2025Q3: 10,909 shares; 2025Q4: 9,842 shares 9,842 $1.88M 0.24% -1,067 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,185 shares; 2024Q4: 4,345 shares; 2025Q1: 27,043 shares; 2025Q2: 50,652 shares; 2025Q3: 52,578 shares; 2025Q4: 31,873 shares 31,873 $1.82M 0.24% -20,705 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: 4,768 shares; 2024Q4: 3,310 shares; 2025Q1: 2,608 shares; 2025Q2: 2,883 shares; 2025Q3: 4,106 shares; 2025Q4: 4,041 shares 4,041 $1.82M 0.24% -65 Timeline SPHY 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: 33,351 shares; 2024Q4: 26,787 shares; 2025Q1: 81,076 shares; 2025Q2: 78,672 shares; 2025Q3: 77,065 shares; 2025Q4: 76,774 shares 76,774 $1.82M 0.24% -291 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: 2,600 shares; 2024Q4: 2,625 shares; 2025Q1: 3,678 shares; 2025Q2: 3,583 shares; 2025Q3: 3,690 shares; 2025Q4: 3,723 shares 3,723 $1.82M 0.24% +33 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: 1,572 shares; 2024Q4: 1,860 shares; 2025Q1: 1,870 shares; 2025Q2: 2,011 shares; 2025Q3: 2,446 shares; 2025Q4: 2,728 shares 2,728 $1.8M 0.23% +282 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: 34,115 shares; 2024Q4: 32,639 shares; 2025Q1: 32,196 shares; 2025Q2: 31,700 shares; 2025Q3: 31,643 shares; 2025Q4: 31,616 shares 31,616 $1.8M 0.23% -27 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,626 shares; 2025Q2: 36,123 shares; 2025Q3: 34,554 shares; 2025Q4: 34,490 shares 34,490 $1.74M 0.23% -64 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,680 shares; 2025Q2: 47,351 shares; 2025Q3: 47,195 shares; 2025Q4: 49,430 shares 49,430 $1.74M 0.23% +2,235 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: 7,471 shares; 2024Q4: 7,851 shares; 2025Q1: 6,611 shares; 2025Q2: 5,691 shares; 2025Q3: 5,375 shares; 2025Q4: 5,506 shares 5,506 $1.72M 0.22% +131 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 426 shares; 2025Q1: 2,037 shares; 2025Q2: 2,080 shares; 2025Q3: 2,529 shares; 2025Q4: 2,915 shares 2,915 $1.65M 0.21% +386 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,464 shares; 2024Q4: 57,218 shares; 2025Q1: 50,585 shares; 2025Q2: 52,873 shares; 2025Q3: 52,200 shares; 2025Q4: 52,790 shares 52,790 $1.59M 0.21% +590 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,405 shares; 2025Q2: 27,806 shares; 2025Q3: 27,700 shares; 2025Q4: 35,481 shares 35,481 $1.58M 0.2% +7,781 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: restricted; 2024Q3: 77,913 shares; 2024Q4: 215,226 shares; 2025Q1: 116,881 shares; 2025Q2: 93,745 shares; 2025Q3: 76,342 shares; 2025Q4: 56,768 shares 56,768 $1.53M 0.2% -19,574 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,455 shares; 2024Q4: 18,996 shares; 2025Q1: 19,309 shares; 2025Q2: 19,876 shares; 2025Q3: 22,845 shares; 2025Q4: 24,927 shares 24,927 $1.52M 0.2% +2,082 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,957 shares; 2024Q4: 37,088 shares; 2025Q1: 37,216 shares; 2025Q2: 37,276 shares; 2025Q3: 37,364 shares; 2025Q4: 37,694 shares 37,694 $1.49M 0.19% +330 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: 20,828 shares; 2024Q4: 21,327 shares; 2025Q1: 19,098 shares; 2025Q2: 5,119 shares; 2025Q3: 4,402 shares; 2025Q4: 4,261 shares 4,261 $1.47M 0.19% -141 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,963 shares; 2024Q4: not reported; 2025Q1: 39,267 shares; 2025Q2: 37,004 shares; 2025Q3: 35,939 shares; 2025Q4: 36,519 shares 36,519 $1.47M 0.19% +580 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,608 shares; 2024Q4: 10,936 shares; 2025Q1: 11,351 shares; 2025Q2: 10,461 shares; 2025Q3: 10,467 shares; 2025Q4: 11,714 shares 11,714 $1.44M 0.19% +1,247 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: not reported; 2025Q1: 2,938 shares; 2025Q2: 3,725 shares; 2025Q3: 5,970 shares; 2025Q4: 5,042 shares 5,042 $1.44M 0.19% -928 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,958 shares; 2024Q4: 3,110 shares; 2025Q1: 3,181 shares; 2025Q2: 7,444 shares; 2025Q3: 8,970 shares; 2025Q4: 7,711 shares 7,711 $1.41M 0.18% -1,259 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,155 shares; 2024Q4: 39,421 shares; 2025Q1: 32,450 shares; 2025Q2: 30,790 shares; 2025Q3: 30,290 shares; 2025Q4: 30,198 shares 30,198 $1.41M 0.18% -92 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,302 shares; 2025Q2: 55,852 shares; 2025Q3: 54,681 shares; 2025Q4: 53,461 shares 53,461 $1.4M 0.18% -1,220 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,311 shares; 2024Q4: 17,054 shares; 2025Q1: 14,828 shares; 2025Q2: 22,414 shares; 2025Q3: 19,918 shares; 2025Q4: 19,507 shares 19,507 $1.39M 0.18% -411 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,593 shares; 2025Q2: 32,070 shares; 2025Q3: 31,947 shares; 2025Q4: 37,414 shares 37,414 $1.38M 0.18% +5,467 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,422 shares; 2025Q2: 73,375 shares; 2025Q3: 71,789 shares; 2025Q4: 70,777 shares 70,777 $1.35M 0.17% -1,012 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,390 shares; 2025Q1: 3,470 shares; 2025Q2: 4,057 shares; 2025Q3: 4,167 shares; 2025Q4: 6,271 shares 6,271 $1.33M 0.17% +2,104 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,853 shares; 2024Q4: 3,684 shares; 2025Q1: 3,155 shares; 2025Q2: 2,654 shares; 2025Q3: 2,914 shares; 2025Q4: 2,923 shares 2,923 $1.33M 0.17% +9 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: 8,749 shares; 2024Q4: 9,417 shares; 2025Q1: 9,757 shares; 2025Q2: 10,287 shares; 2025Q3: 10,844 shares; 2025Q4: 10,972 shares 10,972 $1.32M 0.17% +128 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 reported; 2024Q4: not reported; 2025Q1: 25,920 shares; 2025Q2: 26,311 shares; 2025Q3: 25,636 shares; 2025Q4: 29,817 shares 29,817 $1.3M 0.17% +4,181 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,138 shares; 2024Q4: 2,306 shares; 2025Q1: 3,875 shares; 2025Q2: 3,612 shares; 2025Q3: 3,610 shares; 2025Q4: 3,642 shares 3,642 $1.28M 0.17% +32 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,935 shares; 2025Q3: 12,733 shares; 2025Q4: 18,840 shares 18,840 $1.27M 0.16% +6,107 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: restricted; 2024Q3: 11,507 shares; 2024Q4: 8,131 shares; 2025Q1: 6,572 shares; 2025Q2: 5,328 shares; 2025Q3: 6,881 shares; 2025Q4: 18,455 shares 18,455 $1.24M 0.16% +11,574 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,527 shares; 2024Q4: 16,673 shares; 2025Q1: 15,390 shares; 2025Q2: 15,441 shares; 2025Q3: 15,091 shares; 2025Q4: 14,851 shares 14,851 $1.23M 0.16% -240 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 3,310 shares; 2025Q1: 3,470 shares; 2025Q2: 3,598 shares; 2025Q3: 1,898 shares; 2025Q4: 997 shares 997 $1.21M 0.16% -901 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: 3,893 shares; 2024Q4: 4,055 shares; 2025Q1: 4,218 shares; 2025Q2: 3,459 shares; 2025Q3: 3,402 shares; 2025Q4: 3,661 shares 3,661 $1.18M 0.15% +259 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,049 shares; 2024Q4: 3,622 shares; 2025Q1: 3,535 shares; 2025Q2: 3,495 shares; 2025Q3: 3,494 shares; 2025Q4: 3,333 shares 3,333 $1.15M 0.15% -161 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: not reported; 2025Q1: 4,128 shares; 2025Q2: 6,024 shares; 2025Q3: 8,167 shares; 2025Q4: 13,461 shares 13,461 $1.1M 0.14% +5,294 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,675 shares 1,675 $1.09M 0.14% 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: restricted; 2024Q3: 9,664 shares; 2024Q4: 12,063 shares; 2025Q1: 13,945 shares; 2025Q2: 18,189 shares; 2025Q3: 33,479 shares; 2025Q4: 4,196 shares 4,196 $1.08M 0.14% -29,283 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: restricted; 2024Q3: 29,265 shares; 2024Q4: 48,893 shares; 2025Q1: 34,873 shares; 2025Q2: 21,852 shares; 2025Q3: 17,257 shares; 2025Q4: 11,431 shares 11,431 $1.07M 0.14% -5,826 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,735 shares; 2024Q4: 14,140 shares; 2025Q1: 10,952 shares; 2025Q2: 10,952 shares; 2025Q3: 10,648 shares; 2025Q4: 10,677 shares 10,677 $1.07M 0.14% +29 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,351 shares; 2024Q4: 19,658 shares; 2025Q1: 18,947 shares; 2025Q2: 18,520 shares; 2025Q3: 18,404 shares; 2025Q4: 18,411 shares 18,411 $1.07M 0.14% +7 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: 840 shares; 2024Q4: 961 shares; 2025Q1: 1,057 shares; 2025Q2: 1,170 shares; 2025Q3: 2,123 shares; 2025Q4: 2,169 shares 2,169 $1.02M 0.13% +46 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 716 shares; 2025Q1: 1,446 shares; 2025Q2: 1,711 shares; 2025Q3: 2,608 shares; 2025Q4: 2,917 shares 2,917 $1M 0.13% +309 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 251 shares; 2025Q1: 442 shares; 2025Q2: 335 shares; 2025Q3: 897 shares; 2025Q4: 10,546 shares 10,546 $989K 0.13% +9,649 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,465 shares 1,465 $987K 0.13% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 159 shares; 2025Q1: 196 shares; 2025Q2: 222 shares; 2025Q3: 475 shares; 2025Q4: 578 shares 578 $976K 0.13% +103 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,993 shares; 2024Q4: 7,256 shares; 2025Q1: 8,755 shares; 2025Q2: 8,162 shares; 2025Q3: 7,697 shares; 2025Q4: 7,858 shares 7,858 $967K 0.13% +161 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: 4,894 shares; 2024Q4: 4,935 shares; 2025Q1: 4,547 shares; 2025Q2: 4,294 shares; 2025Q3: 4,269 shares; 2025Q4: 6,692 shares 6,692 $959K 0.12% +2,423 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: 1,173 shares; 2024Q4: 891 shares; 2025Q1: 1,149 shares; 2025Q2: 2,846 shares; 2025Q3: 2,895 shares; 2025Q4: 6,660 shares 6,660 $959K 0.12% +3,765 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: 3,134 shares; 2024Q4: 3,227 shares; 2025Q1: 2,866 shares; 2025Q2: 2,742 shares; 2025Q3: 2,742 shares; 2025Q4: 2,581 shares 2,581 $955K 0.12% -161 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: 13,629 shares; 2024Q4: 13,939 shares; 2025Q1: 13,412 shares; 2025Q2: 12,810 shares; 2025Q3: 12,941 shares; 2025Q4: 13,630 shares 13,630 $953K 0.12% +689 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: 1,620 shares; 2024Q4: 1,646 shares; 2025Q1: 2,116 shares; 2025Q2: 2,021 shares; 2025Q3: 2,363 shares; 2025Q4: 3,223 shares 3,223 $936K 0.12% +860 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: 24,145 shares; 2024Q4: 23,233 shares; 2025Q1: 23,416 shares; 2025Q2: 23,383 shares; 2025Q3: 19,985 shares; 2025Q4: 19,490 shares 19,490 $907K 0.12% -495 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 4,347 shares; 2025Q1: 4,625 shares; 2025Q2: 6,535 shares; 2025Q3: 6,435 shares; 2025Q4: 5,804 shares 5,804 $882K 0.11% -631 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,806 shares; 2024Q4: 5,257 shares; 2025Q1: 6,810 shares; 2025Q2: 9,000 shares; 2025Q3: 8,425 shares; 2025Q4: 4,432 shares 4,432 $880K 0.11% -3,993 Timeline VGSH 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: 20,076 shares; 2024Q4: 22,777 shares; 2025Q1: 14,449 shares; 2025Q2: 16,234 shares; 2025Q3: 15,074 shares; 2025Q4: 14,832 shares 14,832 $871K 0.11% -242 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,771 shares; 2025Q2: 5,830 shares; 2025Q3: 6,094 shares; 2025Q4: 7,287 shares 7,287 $869K 0.11% +1,193 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,436 shares; 2024Q4: 6,086 shares; 2025Q1: 6,093 shares; 2025Q2: 6,046 shares; 2025Q3: 5,767 shares; 2025Q4: 5,900 shares 5,900 $847K 0.11% +133 Timeline SPTI 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: 30,349 shares; 2024Q4: 30,070 shares; 2025Q1: 30,070 shares; 2025Q2: 29,408 shares; 2025Q3: 29,198 shares; 2025Q4: 29,023 shares 29,023 $837K 0.11% -175 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: 1,765 shares; 2024Q4: 1,699 shares; 2025Q1: 1,789 shares; 2025Q2: 1,846 shares; 2025Q3: 1,807 shares; 2025Q4: 1,654 shares 1,654 $831K 0.11% -153 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,014 shares; 2024Q4: 8,525 shares; 2025Q1: 9,507 shares; 2025Q2: 8,825 shares; 2025Q3: 8,928 shares; 2025Q4: 13,156 shares 13,156 $822K 0.11% +4,228 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,839 shares; 2025Q4: 8,277 shares 8,277 $818K 0.11% +438 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,653 shares; 2024Q4: 6,027 shares; 2025Q1: 7,536 shares; 2025Q2: 6,957 shares; 2025Q3: 7,852 shares; 2025Q4: 8,482 shares 8,482 $809K 0.1% +630 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,265 shares; 2024Q4: 16,959 shares; 2025Q1: 4,121 shares; 2025Q2: 2,377 shares; 2025Q3: 2,261 shares; 2025Q4: 2,374 shares 2,374 $806K 0.1% +113 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 895 shares; 2025Q1: 915 shares; 2025Q2: 824 shares; 2025Q3: 821 shares; 2025Q4: 924 shares 924 $797K 0.1% +103 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,731 shares; 2024Q4: 22,705 shares; 2025Q1: 6,532 shares; 2025Q2: 2,970 shares; 2025Q3: 2,710 shares; 2025Q4: 2,411 shares 2,411 $789K 0.1% -299 Timeline AAVM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,162 shares; 2024Q4: 109,800 shares; 2025Q1: 72,953 shares; 2025Q2: 66,266 shares; 2025Q3: 57,059 shares; 2025Q4: 26,665 shares 26,665 $787K 0.1% -30,394 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: restricted; 2024Q3: 32,357 shares; 2024Q4: 32,671 shares; 2025Q1: 26,647 shares; 2025Q2: 26,474 shares; 2025Q3: 26,439 shares; 2025Q4: 26,388 shares 26,388 $773K 0.1% -51 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: 10,995 shares; 2024Q4: 11,538 shares; 2025Q1: 9,051 shares; 2025Q2: 9,155 shares; 2025Q3: 8,170 shares; 2025Q4: 10,026 shares 10,026 $743K 0.1% +1,856 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 558 shares; 2025Q2: 588 shares; 2025Q3: 1,180 shares; 2025Q4: 1,302 shares 1,302 $739K 0.1% +122 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,605 shares; 2024Q4: 4,401 shares; 2025Q1: 4,861 shares; 2025Q2: 4,635 shares; 2025Q3: 4,483 shares; 2025Q4: 4,255 shares 4,255 $738K 0.1% -228 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,539 shares; 2024Q4: 13,922 shares; 2025Q1: 18,083 shares; 2025Q2: 20,864 shares; 2025Q3: 21,149 shares; 2025Q4: 22,622 shares 22,622 $737K 0.1% +1,473 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 476 shares; 2025Q1: 1,118 shares; 2025Q2: 1,138 shares; 2025Q3: 1,315 shares; 2025Q4: 1,515 shares 1,515 $733K 0.09% +200 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,853 shares; 2025Q1: 2,534 shares; 2025Q2: 2,525 shares; 2025Q3: 2,811 shares; 2025Q4: 2,360 shares 2,360 $727K 0.09% -451 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,952 shares; 2025Q4: 4,727 shares 4,727 $726K 0.09% +775 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,898 shares; 2024Q4: 5,644 shares; 2025Q1: 6,166 shares; 2025Q2: 6,552 shares; 2025Q3: 6,681 shares; 2025Q4: 6,309 shares 6,309 $718K 0.09% -372 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 2,376 shares; 2025Q4: 2,368 shares 2,368 $713K 0.09% -8 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: 17,622 shares; 2024Q4: 16,647 shares; 2025Q1: 15,778 shares; 2025Q2: 15,185 shares; 2025Q3: 14,949 shares; 2025Q4: 14,965 shares 14,965 $701K 0.09% +16 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: restricted; 2024Q3: 4,775 shares; 2024Q4: 3,796 shares; 2025Q1: 4,453 shares; 2025Q2: 4,697 shares; 2025Q3: 4,681 shares; 2025Q4: 3,933 shares 3,933 $692K 0.09% -748 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,383 shares; 2024Q4: 7,566 shares; 2025Q1: 8,350 shares; 2025Q2: 7,459 shares; 2025Q3: 7,433 shares; 2025Q4: 8,755 shares 8,755 $692K 0.09% +1,322 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,880 shares; 2025Q3: 13,053 shares; 2025Q4: 6,339 shares 6,339 $687K 0.09% -6,714 Timeline SCHF 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: 64,784 shares; 2024Q4: 101,044 shares; 2025Q1: 52,321 shares; 2025Q2: 41,399 shares; 2025Q3: 33,256 shares; 2025Q4: 28,505 shares 28,505 $685K 0.09% -4,751 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,955 shares; 2025Q1: 3,069 shares; 2025Q2: 2,636 shares; 2025Q3: 3,334 shares; 2025Q4: 3,342 shares 3,342 $685K 0.09% +8 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 2,812 shares; 2025Q1: 3,863 shares; 2025Q2: 3,963 shares; 2025Q3: 4,006 shares; 2025Q4: 3,753 shares 3,753 $683K 0.09% -253 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: 21,176 shares; 2024Q4: 20,452 shares; 2025Q1: 21,029 shares; 2025Q2: 20,202 shares; 2025Q3: 19,192 shares; 2025Q4: 16,755 shares 16,755 $682K 0.09% -2,437 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: 1,507 shares; 2024Q4: 1,542 shares; 2025Q1: 1,278 shares; 2025Q2: 1,242 shares; 2025Q3: 2,052 shares; 2025Q4: 2,000 shares 2,000 $670K 0.09% -52 Timeline ROMO STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,034 shares; 2024Q4: 83,719 shares; 2025Q1: 60,800 shares; 2025Q2: 51,660 shares; 2025Q3: 43,558 shares; 2025Q4: 21,067 shares 21,067 $669K 0.09% -22,491 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,762 shares; 2025Q2: 4,463 shares; 2025Q3: 6,384 shares; 2025Q4: 6,566 shares 6,566 $668K 0.09% +182 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 reported; 2024Q4: not reported; 2025Q1: 24,544 shares; 2025Q2: 23,583 shares; 2025Q3: 23,046 shares; 2025Q4: 22,665 shares 22,665 $666K 0.09% -381 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: 9,605 shares; 2024Q4: 10,895 shares; 2025Q1: 11,059 shares; 2025Q2: 10,532 shares; 2025Q3: 10,339 shares; 2025Q4: 12,697 shares 12,697 $639K 0.08% +2,358 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: restricted; 2024Q3: not reported; 2024Q4: 10,234 shares; 2025Q1: 12,112 shares; 2025Q2: 12,119 shares; 2025Q3: 12,198 shares; 2025Q4: 13,486 shares 13,486 $627K 0.08% +1,288 Timeline FCOM 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: 26,803 shares; 2024Q4: 30,764 shares; 2025Q1: 31,460 shares; 2025Q2: 31,567 shares; 2025Q3: 8,793 shares; 2025Q4: 8,554 shares 8,554 $627K 0.08% -239 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,525 shares 5,525 $625K 0.08% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,550 shares; 2024Q4: 15,307 shares; 2025Q1: 16,752 shares; 2025Q2: 18,736 shares; 2025Q3: 19,259 shares; 2025Q4: 3,557 shares 3,557 $617K 0.08% -15,702 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,117 shares; 2025Q4: 18,475 shares 18,475 $615K 0.08% +2,358 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 2,106 shares; 2025Q1: 2,104 shares; 2025Q2: 2,089 shares; 2025Q3: 2,060 shares; 2025Q4: 2,080 shares 2,080 $603K 0.08% +20 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 321 shares; 2025Q1: 501 shares; 2025Q2: not reported; 2025Q3: 602 shares; 2025Q4: 903 shares 903 $598K 0.08% +301 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 reported; 2024Q4: 1,795 shares; 2025Q1: 2,036 shares; 2025Q2: 1,821 shares; 2025Q3: 1,796 shares; 2025Q4: 1,950 shares 1,950 $596K 0.08% +154 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,809 shares; 2025Q4: 7,469 shares 7,469 $585K 0.08% +2,660 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,779 shares; 2024Q4: 16,762 shares; 2025Q1: 18,212 shares; 2025Q2: 20,088 shares; 2025Q3: 21,572 shares; 2025Q4: 19,578 shares 19,578 $585K 0.08% -1,994 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,115 shares; 2024Q4: 14,124 shares; 2025Q1: 13,472 shares; 2025Q2: 10,526 shares; 2025Q3: 9,705 shares; 2025Q4: 8,941 shares 8,941 $581K 0.08% -764 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: restricted; 2024Q3: 7,697 shares; 2024Q4: 7,876 shares; 2025Q1: 7,524 shares; 2025Q2: 10,642 shares; 2025Q3: 11,087 shares; 2025Q4: 11,574 shares 11,574 $579K 0.07% +487 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,589 shares; 2025Q4: 1,946 shares 1,946 $576K 0.07% +357 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 1,485 shares; 2025Q1: 1,476 shares; 2025Q2: 1,543 shares; 2025Q3: 1,595 shares; 2025Q4: 1,726 shares 1,726 $570K 0.07% +131 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,197 shares; 2025Q1: 1,244 shares; 2025Q2: 1,295 shares; 2025Q3: 1,470 shares; 2025Q4: 1,614 shares 1,614 $566K 0.07% +144 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 884 shares; 2025Q3: 2,835 shares; 2025Q4: 2,469 shares 2,469 $559K 0.07% -366 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: restricted; 2024Q3: 6,091 shares; 2024Q4: 4,932 shares; 2025Q1: 5,215 shares; 2025Q2: 5,079 shares; 2025Q3: 4,671 shares; 2025Q4: 5,494 shares 5,494 $546K 0.07% +823 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,185 shares; 2025Q2: 2,307 shares; 2025Q3: 2,659 shares; 2025Q4: 2,920 shares 2,920 $537K 0.07% +261 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: 8,665 shares; 2024Q4: 7,665 shares; 2025Q1: 9,063 shares; 2025Q2: 9,063 shares; 2025Q3: 9,127 shares; 2025Q4: 5,563 shares 5,563 $534K 0.07% -3,564 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 753 shares; 2025Q1: 1,000 shares; 2025Q2: 1,233 shares; 2025Q3: 1,477 shares; 2025Q4: 1,708 shares 1,708 $534K 0.07% +231 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,221 shares; 2025Q3: 12,448 shares; 2025Q4: 13,673 shares 13,673 $527K 0.07% +1,225 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 625 shares; 2025Q1: 586 shares; 2025Q2: 584 shares; 2025Q3: 578 shares; 2025Q4: 576 shares 576 $522K 0.07% -2 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 1,366 shares; 2025Q1: 1,342 shares; 2025Q2: 1,326 shares; 2025Q3: 2,211 shares; 2025Q4: 2,429 shares 2,429 $501K 0.06% +218 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,050 shares; 2024Q4: 10,586 shares; 2025Q1: 12,289 shares; 2025Q2: 13,462 shares; 2025Q3: 16,536 shares; 2025Q4: 2,305 shares 2,305 $500K 0.06% -14,231 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,788 shares; 2024Q4: 3,788 shares; 2025Q1: 3,790 shares; 2025Q2: 5,213 shares; 2025Q3: 5,184 shares; 2025Q4: 4,806 shares 4,806 $500K 0.06% -378 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: 4,309 shares; 2024Q4: 5,039 shares; 2025Q1: 6,426 shares; 2025Q2: 6,637 shares; 2025Q3: 6,547 shares; 2025Q4: 3,091 shares 3,091 $496K 0.06% -3,456 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,775 shares; 2025Q1: 5,386 shares; 2025Q2: 5,898 shares; 2025Q3: 5,978 shares; 2025Q4: 6,344 shares 6,344 $491K 0.06% +366 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,543 shares; 2024Q4: 15,587 shares; 2025Q1: 14,163 shares; 2025Q2: 14,163 shares; 2025Q3: 14,163 shares; 2025Q4: 14,163 shares 14,163 $485K 0.06% 0 Timeline EBND 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: 25,596 shares; 2024Q4: 23,708 shares; 2025Q1: 21,290 shares; 2025Q2: 21,104 shares; 2025Q3: 21,053 shares; 2025Q4: 21,484 shares 21,484 $459K 0.06% +431 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: restricted; 2024Q3: 3,376 shares; 2024Q4: 3,832 shares; 2025Q1: 4,183 shares; 2025Q2: 3,794 shares; 2025Q3: 3,833 shares; 2025Q4: 4,509 shares 4,509 $455K 0.06% +676 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,032 shares; 2025Q2: 1,041 shares; 2025Q3: 1,099 shares; 2025Q4: 1,808 shares 1,808 $453K 0.06% +709 Timeline SHM 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: 9,384 shares; 2024Q4: 9,384 shares; 2025Q1: 9,384 shares; 2025Q2: 9,384 shares; 2025Q3: 9,384 shares; 2025Q4: 9,384 shares 9,384 $450K 0.06% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,451 shares; 2024Q4: 6,457 shares; 2025Q1: 5,577 shares; 2025Q2: 5,517 shares; 2025Q3: 5,517 shares; 2025Q4: 5,419 shares 5,419 $449K 0.06% -98 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: 1,420 shares; 2024Q4: 1,445 shares; 2025Q1: 1,578 shares; 2025Q2: 1,673 shares; 2025Q3: 1,078 shares; 2025Q4: 1,424 shares 1,424 $447K 0.06% +346 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: 5,955 shares; 2024Q4: 6,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,093 shares 7,093 $443K 0.06% new 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: 2,096 shares; 2024Q4: 2,145 shares; 2025Q1: 2,364 shares; 2025Q2: 2,204 shares; 2025Q3: 2,225 shares; 2025Q4: 2,036 shares 2,036 $442K 0.06% -189 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,509 shares; 2024Q4: 2,397 shares; 2025Q1: 2,432 shares; 2025Q2: 2,647 shares; 2025Q3: 2,444 shares; 2025Q4: 2,853 shares 2,853 $442K 0.06% +409 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: 2,736 shares; 2024Q4: 1,868 shares; 2025Q1: 1,488 shares; 2025Q2: 1,509 shares; 2025Q3: 1,621 shares; 2025Q4: 1,709 shares 1,709 $441K 0.06% +88 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: restricted; 2024Q3: 2,407 shares; 2024Q4: 1,343 shares; 2025Q1: 1,706 shares; 2025Q2: 1,575 shares; 2025Q3: 1,559 shares; 2025Q4: 1,609 shares 1,609 $439K 0.06% +50 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,126 shares; 2024Q4: 6,743 shares; 2025Q1: 8,909 shares; 2025Q2: 1,897 shares; 2025Q3: 1,838 shares; 2025Q4: 562 shares 562 $434K 0.06% -1,276 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,906 shares; 2024Q4: 10,734 shares; 2025Q1: 6,440 shares; 2025Q2: 5,701 shares; 2025Q3: 5,626 shares; 2025Q4: 9,536 shares 9,536 $426K 0.06% +3,910 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 423 shares; 2025Q4: 2,760 shares 2,760 $423K 0.05% +2,337 Timeline SHYL 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,361 shares 9,361 $421K 0.05% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,888 shares; 2025Q1: 1,603 shares; 2025Q2: 1,680 shares; 2025Q3: 1,730 shares; 2025Q4: 1,740 shares 1,740 $420K 0.05% +10 Timeline SPHD 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: 15,162 shares; 2024Q4: 15,162 shares; 2025Q1: 15,162 shares; 2025Q2: 19,096 shares; 2025Q3: 19,534 shares; 2025Q4: 8,678 shares 8,678 $417K 0.05% -10,856 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 2,878 shares; 2025Q1: 2,870 shares; 2025Q2: 2,882 shares; 2025Q3: 2,742 shares; 2025Q4: 2,794 shares 2,794 $416K 0.05% +52 Timeline TAXF 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: 8,059 shares; 2024Q4: 8,059 shares; 2025Q1: 8,059 shares; 2025Q2: 8,059 shares; 2025Q3: 8,059 shares; 2025Q4: 8,059 shares 8,059 $406K 0.05% 0 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 reported; 2024Q4: 2,256 shares; 2025Q1: 1,779 shares; 2025Q2: 1,914 shares; 2025Q3: 1,945 shares; 2025Q4: 2,480 shares 2,480 $403K 0.05% +535 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: 1,580 shares; 2024Q4: 2,500 shares; 2025Q1: 2,805 shares; 2025Q2: 2,712 shares; 2025Q3: 2,676 shares; 2025Q4: 2,646 shares 2,646 $403K 0.05% -30 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 3,171 shares; 2025Q1: 3,322 shares; 2025Q2: 3,408 shares; 2025Q3: 3,428 shares; 2025Q4: 2,443 shares 2,443 $398K 0.05% -985 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,401 shares; 2024Q4: 2,546 shares; 2025Q1: 2,563 shares; 2025Q2: 3,440 shares; 2025Q3: 3,810 shares; 2025Q4: 3,968 shares 3,968 $394K 0.05% +158 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,182 shares; 2025Q1: 3,723 shares; 2025Q2: not reported; 2025Q3: 3,538 shares; 2025Q4: 3,352 shares 3,352 $386K 0.05% -186 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,726 shares; 2025Q1: 3,285 shares; 2025Q2: 3,430 shares; 2025Q3: 3,947 shares; 2025Q4: 4,100 shares 4,100 $382K 0.05% +153 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: restricted; 2024Q3: 5,381 shares; 2024Q4: 5,781 shares; 2025Q1: 5,220 shares; 2025Q2: 5,201 shares; 2025Q3: 5,695 shares; 2025Q4: 5,554 shares 5,554 $380K 0.05% -141 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,658 shares; 2025Q4: 21,837 shares 21,837 $378K 0.05% +3,179 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 1,940 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,919 shares; 2025Q4: 1,919 shares 1,919 $371K 0.05% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,488 shares; 2025Q4: 1,727 shares 1,727 $371K 0.05% +239 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,600 shares; 2024Q4: 19,112 shares; 2025Q1: 13,711 shares; 2025Q2: 10,228 shares; 2025Q3: 6,068 shares; 2025Q4: 4,254 shares 4,254 $371K 0.05% -1,814 Timeline TIPX 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: 25,020 shares; 2024Q4: 22,645 shares; 2025Q1: 20,189 shares; 2025Q2: 20,120 shares; 2025Q3: 19,986 shares; 2025Q4: 19,382 shares 19,382 $370K 0.05% -604 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,781 shares; 2024Q4: 9,668 shares; 2025Q1: 6,326 shares; 2025Q2: 6,749 shares; 2025Q3: 3,761 shares; 2025Q4: 3,218 shares 3,218 $367K 0.05% -543 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,638 shares; 2024Q4: 27,096 shares; 2025Q1: 31,364 shares; 2025Q2: 47,955 shares; 2025Q3: 50,716 shares; 2025Q4: 5,643 shares 5,643 $360K 0.05% -45,073 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,277 shares 14,277 $355K 0.05% new Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,027 shares; 2024Q4: 10,695 shares; 2025Q1: 10,695 shares; 2025Q2: 10,629 shares; 2025Q3: 10,629 shares; 2025Q4: 10,629 shares 10,629 $352K 0.05% 0 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: restricted; 2024Q3: 10,595 shares; 2024Q4: 10,766 shares; 2025Q1: 8,233 shares; 2025Q2: 8,244 shares; 2025Q3: 7,331 shares; 2025Q4: 7,378 shares 7,378 $347K 0.04% +47 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,096 shares; 2024Q4: 10,197 shares; 2025Q1: 9,153 shares; 2025Q2: 8,637 shares; 2025Q3: 8,529 shares; 2025Q4: 8,496 shares 8,496 $347K 0.04% -33 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,856 shares; 2025Q4: 7,112 shares 7,112 $346K 0.04% +256 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,160 shares; 2025Q4: 4,633 shares 4,633 $342K 0.04% +473 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: 2,995 shares; 2025Q1: 3,669 shares; 2025Q2: 3,417 shares; 2025Q3: 3,592 shares; 2025Q4: 3,577 shares 3,577 $327K 0.04% -15 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 53 shares; 2025Q4: 60 shares 60 $321K 0.04% +7 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,610 shares; 2025Q4: 1,797 shares 1,797 $319K 0.04% +187 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,352 shares; 2024Q4: 28,033 shares; 2025Q1: 15,794 shares; 2025Q2: 10,660 shares; 2025Q3: 6,169 shares; 2025Q4: 4,873 shares 4,873 $318K 0.04% -1,296 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: restricted; 2024Q3: 2,912 shares; 2024Q4: 3,040 shares; 2025Q1: 2,910 shares; 2025Q2: 3,806 shares; 2025Q3: 3,845 shares; 2025Q4: 4,287 shares 4,287 $316K 0.04% +442 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,451 shares; 2025Q1: 1,475 shares; 2025Q2: 1,356 shares; 2025Q3: 1,356 shares; 2025Q4: 1,359 shares 1,359 $314K 0.04% +3 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,701 shares; 2024Q4: 59,062 shares; 2025Q1: 71,186 shares; 2025Q2: 103,526 shares; 2025Q3: 120,140 shares; 2025Q4: 13,286 shares 13,286 $311K 0.04% -106,854 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,552 shares; 2024Q4: 34,851 shares; 2025Q1: 16,541 shares; 2025Q2: 11,997 shares; 2025Q3: 8,016 shares; 2025Q4: 6,320 shares 6,320 $308K 0.04% -1,696 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,181 shares; 2024Q4: 6,079 shares; 2025Q1: 6,295 shares; 2025Q2: 6,295 shares; 2025Q3: 5,799 shares; 2025Q4: 5,823 shares 5,823 $308K 0.04% +24 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,836 shares; 2024Q4: 4,090 shares; 2025Q1: not reported; 2025Q2: 4,862 shares; 2025Q3: 4,989 shares; 2025Q4: 4,432 shares 4,432 $308K 0.04% -557 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,410 shares; 2025Q3: 2,678 shares; 2025Q4: 3,012 shares 3,012 $301K 0.04% +334 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: 14,605 shares; 2024Q4: 6,594 shares; 2025Q1: 7,532 shares; 2025Q2: 4,881 shares; 2025Q3: 4,622 shares; 2025Q4: 4,551 shares 4,551 $300K 0.04% -71 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 928 shares; 2025Q4: 928 shares 928 $300K 0.04% 0 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,199 shares; 2024Q4: 9,010 shares; 2025Q1: 8,729 shares; 2025Q2: 7,900 shares; 2025Q3: 7,834 shares; 2025Q4: 7,834 shares 7,834 $296K 0.04% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 1,682 shares; 2025Q1: 1,889 shares; 2025Q2: 1,821 shares; 2025Q3: 1,782 shares; 2025Q4: 1,909 shares 1,909 $296K 0.04% +127 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,613 shares; 2025Q2: 1,719 shares; 2025Q3: 1,701 shares; 2025Q4: 1,713 shares 1,713 $290K 0.04% +12 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,147 shares 1,147 $290K 0.04% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,140 shares; 2025Q4: 3,250 shares 3,250 $288K 0.04% +110 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 689 shares; 2025Q3: 672 shares; 2025Q4: 672 shares 672 $284K 0.04% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 1,219 shares; 2025Q1: 1,076 shares; 2025Q2: 1,062 shares; 2025Q3: 1,052 shares; 2025Q4: 1,036 shares 1,036 $281K 0.04% -16 Timeline IMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,428 shares; 2024Q4: 43,216 shares; 2025Q1: 23,836 shares; 2025Q2: 16,144 shares; 2025Q3: 9,312 shares; 2025Q4: 7,340 shares 7,340 $280K 0.04% -1,972 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,247 shares 2,247 $279K 0.04% new 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: 2,589 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,660 shares; 2025Q4: 3,119 shares 3,119 $279K 0.04% +459 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,326 shares; 2025Q3: 8,326 shares; 2025Q4: 8,326 shares 8,326 $278K 0.04% 0 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: restricted; 2024Q3: 7,982 shares; 2024Q4: 7,982 shares; 2025Q1: 7,982 shares; 2025Q2: 7,982 shares; 2025Q3: 7,982 shares; 2025Q4: 7,982 shares 7,982 $277K 0.04% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,629 shares; 2024Q4: 5,606 shares; 2025Q1: 5,775 shares; 2025Q2: 5,406 shares; 2025Q3: 5,597 shares; 2025Q4: 5,755 shares 5,755 $275K 0.04% +158 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,845 shares; 2025Q1: not reported; 2025Q2: 2,383 shares; 2025Q3: 2,597 shares; 2025Q4: 2,630 shares 2,630 $269K 0.03% +33 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,083 shares; 2024Q4: 23,369 shares; 2025Q1: 13,523 shares; 2025Q2: 6,393 shares; 2025Q3: 5,532 shares; 2025Q4: 4,975 shares 4,975 $268K 0.03% -557 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,102 shares; 2024Q4: 10,102 shares; 2025Q1: 9,677 shares; 2025Q2: 9,337 shares; 2025Q3: 8,146 shares; 2025Q4: 8,146 shares 8,146 $265K 0.03% 0 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: restricted; 2024Q3: 2,468 shares; 2024Q4: 3,134 shares; 2025Q1: 3,103 shares; 2025Q2: 3,241 shares; 2025Q3: 3,197 shares; 2025Q4: 3,400 shares 3,400 $264K 0.03% +203 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,372 shares; 2025Q3: 6,259 shares; 2025Q4: 2,760 shares 2,760 $260K 0.03% -3,499 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,367 shares 12,367 $260K 0.03% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 437 shares; 2025Q2: not reported; 2025Q3: 397 shares; 2025Q4: 451 shares 451 $257K 0.03% +54 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,644 shares 4,644 $255K 0.03% new 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: 23,153 shares; 2024Q4: 24,220 shares; 2025Q1: 6,636 shares; 2025Q2: 2,282 shares; 2025Q3: 2,256 shares; 2025Q4: 2,455 shares 2,455 $254K 0.03% +199 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,622 shares 5,622 $252K 0.03% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,644 shares; 2025Q1: 2,636 shares; 2025Q2: 2,789 shares; 2025Q3: 2,866 shares; 2025Q4: 5,884 shares 5,884 $251K 0.03% +3,018 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,106 shares; 2024Q4: 6,450 shares; 2025Q1: 5,644 shares; 2025Q2: 5,604 shares; 2025Q3: 5,588 shares; 2025Q4: 5,574 shares 5,574 $251K 0.03% -14 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 821 shares 821 $249K 0.03% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,032 shares; 2024Q4: 4,036 shares; 2025Q1: 3,060 shares; 2025Q2: 1,404 shares; 2025Q3: 1,202 shares; 2025Q4: 1,086 shares 1,086 $247K 0.03% -116 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,272 shares; 2024Q4: 4,763 shares; 2025Q1: 3,577 shares; 2025Q2: 3,323 shares; 2025Q3: 3,323 shares; 2025Q4: 3,254 shares 3,254 $244K 0.03% -69 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,554 shares; 2025Q4: 6,664 shares 6,664 $244K 0.03% +110 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,150 shares; 2024Q4: 6,568 shares; 2025Q1: 5,988 shares; 2025Q2: 5,948 shares; 2025Q3: 5,934 shares; 2025Q4: 5,890 shares 5,890 $243K 0.03% -44 Timeline FENY 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: 10,567 shares; 2024Q4: 12,601 shares; 2025Q1: 13,338 shares; 2025Q2: 15,856 shares; 2025Q3: 9,910 shares; 2025Q4: 9,724 shares 9,724 $241K 0.03% -186 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 759 shares; 2025Q1: 786 shares; 2025Q2: 686 shares; 2025Q3: 733 shares; 2025Q4: 681 shares 681 $238K 0.03% -52 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,355 shares; 2025Q1: 8,815 shares; 2025Q2: 8,682 shares; 2025Q3: 8,676 shares; 2025Q4: 9,392 shares 9,392 $236K 0.03% +716 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,036 shares; 2024Q4: 5,843 shares; 2025Q1: 5,839 shares; 2025Q2: 4,036 shares; 2025Q3: 4,036 shares; 2025Q4: 3,903 shares 3,903 $231K 0.03% -133 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,176 shares; 2024Q4: 7,176 shares; 2025Q1: 5,308 shares; 2025Q2: 5,308 shares; 2025Q3: 5,180 shares; 2025Q4: 5,180 shares 5,180 $230K 0.03% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: not reported; 2025Q1: 452 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 393 shares 393 $228K 0.03% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,416 shares; 2025Q4: 1,418 shares 1,418 $226K 0.03% +2 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,121 shares; 2025Q4: 1,121 shares 1,121 $225K 0.03% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 997 shares 997 $225K 0.03% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,180 shares; 2025Q3: 3,486 shares; 2025Q4: 3,347 shares 3,347 $224K 0.03% -139 Timeline SCHC 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: 7,088 shares; 2024Q4: 8,301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,916 shares 4,916 $224K 0.03% new Timeline PEY 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: 22,878 shares; 2024Q4: 22,878 shares; 2025Q1: 20,047 shares; 2025Q2: 12,180 shares; 2025Q3: 12,180 shares; 2025Q4: 10,910 shares 10,910 $222K 0.03% -1,270 Timeline EMHC 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: 10,483 shares; 2024Q4: 9,827 shares; 2025Q1: 8,755 shares; 2025Q2: 8,703 shares; 2025Q3: 8,681 shares; 2025Q4: 8,673 shares 8,673 $221K 0.03% -8 Timeline IVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,306 shares; 2024Q4: 34,278 shares; 2025Q1: 19,647 shares; 2025Q2: 14,173 shares; 2025Q3: 9,175 shares; 2025Q4: 6,923 shares 6,923 $218K 0.03% -2,252 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,610 shares; 2024Q4: 9,610 shares; 2025Q1: 9,610 shares; 2025Q2: 7,048 shares; 2025Q3: 7,048 shares; 2025Q4: 5,348 shares 5,348 $217K 0.03% -1,700 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,082 shares; 2025Q1: 4,246 shares; 2025Q2: 2,357 shares; 2025Q3: 1,820 shares; 2025Q4: 1,656 shares 1,656 $217K 0.03% -164 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: not reported; 2025Q2: 1,029 shares; 2025Q3: 1,029 shares; 2025Q4: 1,022 shares 1,022 $216K 0.03% -7 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,808 shares; 2024Q4: 10,165 shares; 2025Q1: 2,794 shares; 2025Q2: 2,771 shares; 2025Q3: 2,723 shares; 2025Q4: 2,567 shares 2,567 $215K 0.03% -156 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,640 shares; 2024Q4: 13,510 shares; 2025Q1: 16,585 shares; 2025Q2: 12,096 shares; 2025Q3: 11,610 shares; 2025Q4: 6,874 shares 6,874 $213K 0.03% -4,736 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,066 shares 14,066 $211K 0.03% new Timeline SPTL 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: 14,673 shares; 2024Q4: 15,004 shares; 2025Q1: 8,026 shares; 2025Q2: 7,875 shares; 2025Q3: 7,869 shares; 2025Q4: 7,951 shares 7,951 $210K 0.03% +82 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,518 shares; 2024Q4: 4,030 shares; 2025Q1: not reported; 2025Q2: 5,490 shares; 2025Q3: 4,804 shares; 2025Q4: 4,123 shares 4,123 $208K 0.03% -681 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: 4,453 shares; 2024Q4: 4,032 shares; 2025Q1: not reported; 2025Q2: 5,335 shares; 2025Q3: 4,795 shares; 2025Q4: 4,086 shares 4,086 $208K 0.03% -709 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,519 shares; 2025Q2: 29,375 shares; 2025Q3: 38,973 shares; 2025Q4: 3,249 shares 3,249 $207K 0.03% -35,724 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,219 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,200 shares 4,200 $206K 0.03% new Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 1,866 shares; 2025Q1: 1,818 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,810 shares 1,810 $206K 0.03% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,069 shares; 2025Q4: 1,049 shares 1,049 $204K 0.03% -20 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,258 shares 1,258 $202K 0.03% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,019 shares; 2024Q4: 15,019 shares; 2025Q1: 16,534 shares; 2025Q2: 15,019 shares; 2025Q3: 15,019 shares; 2025Q4: 15,214 shares 15,214 $152K 0.02% +195 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,764 shares 15,764 $149K 0.02% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,885 shares; 2024Q4: 25,242 shares; 2025Q1: 20,964 shares; 2025Q2: 21,654 shares; 2025Q3: 23,282 shares; 2025Q4: 24,235 shares 24,235 $128K 0.02% +953 Timeline