OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,506 shares; 2024Q4: 625,537 shares; 2025Q1: 632,485 shares; 2025Q2: 627,898 shares; 2025Q3: 622,513 shares; 2025Q4: 37,863 shares 37,863 $619K 11.88% -584,650 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: 57,400 shares; 2024Q4: 58,179 shares; 2025Q1: 63,051 shares; 2025Q2: 62,634 shares; 2025Q3: 291,862 shares; 2025Q4: 49,811 shares 49,811 $281K 5.39% -242,051 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: 242,331 shares; 2024Q4: 243,567 shares; 2025Q1: 248,683 shares; 2025Q2: 268,139 shares; 2025Q3: 269,409 shares; 2025Q4: 62,137 shares 62,137 $269K 5.16% -207,272 Timeline YSEP 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: 203,425 shares; 2024Q4: 192,142 shares; 2025Q1: 195,280 shares; 2025Q2: 207,948 shares; 2025Q3: 209,941 shares; 2025Q4: 5,462 shares 5,462 $210K 4.03% -204,479 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120,161 shares; 2025Q2: 206,607 shares; 2025Q3: 126,607 shares; 2025Q4: 2,293 shares 2,293 $179K 3.43% -124,314 Timeline BLACKROCK MUNICIPAL INCOME … BLACKROCK MUNICIPAL INCOME QUA More: the full row for BLACKROCK MUNICIPAL INCOME QUA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,236 shares; 2024Q4: 170,496 shares; 2025Q1: 164,844 shares; 2025Q2: 164,844 shares; 2025Q3: 165,392 shares; 2025Q4: 1,812 shares 1,812 $166K 3.18% -163,580 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: 135,993 shares; 2024Q4: 134,579 shares; 2025Q1: 135,379 shares; 2025Q2: 143,084 shares; 2025Q3: 137,998 shares; 2025Q4: 43,073 shares 43,073 $137K 2.63% -94,925 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,505 shares; 2024Q4: 127,805 shares; 2025Q1: 139,627 shares; 2025Q2: 134,600 shares; 2025Q3: 126,503 shares; 2025Q4: 3,150 shares 3,150 $120K 2.31% -123,353 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: 106,592 shares; 2024Q4: 97,203 shares; 2025Q1: 102,258 shares; 2025Q2: 303,101 shares; 2025Q3: 105,476 shares; 2025Q4: 29,026 shares 29,026 $107K 2.05% -76,450 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,117 shares; 2024Q4: 93,633 shares; 2025Q1: 96,789 shares; 2025Q2: 97,238 shares; 2025Q3: 99,920 shares; 2025Q4: 22,147 shares 22,147 $101K 1.93% -77,773 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,364 shares; 2024Q4: 102,205 shares; 2025Q1: 97,219 shares; 2025Q2: 97,219 shares; 2025Q3: 97,219 shares; 2025Q4: 533 shares 533 $97.2K 1.86% -96,686 Timeline XJUN 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: 84,315 shares; 2024Q4: 94,673 shares; 2025Q1: 94,380 shares; 2025Q2: 94,380 shares; 2025Q3: 94,380 shares; 2025Q4: 4,011 shares 4,011 $93.4K 1.79% -90,369 Timeline FFEB 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: 80,152 shares; 2024Q4: 87,558 shares; 2025Q1: 88,848 shares; 2025Q2: 88,619 shares; 2025Q3: 91,679 shares; 2025Q4: 5,287 shares 5,287 $93.4K 1.79% -86,392 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: 73,146 shares; 2024Q4: 77,219 shares; 2025Q1: 79,502 shares; 2025Q2: 80,256 shares; 2025Q3: 88,517 shares; 2025Q4: 56,899 shares 56,899 $90.7K -31,618 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,880 shares; 2024Q4: 21,180 shares; 2025Q1: 27,514 shares; 2025Q2: 27,514 shares; 2025Q3: 87,363 shares; 2025Q4: 3,472 shares 3,472 $90.6K 1.74% -83,891 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,684 shares; 2024Q4: 74,684 shares; 2025Q1: 74,684 shares; 2025Q2: 74,684 shares; 2025Q3: 74,684 shares; 2025Q4: 5,886 shares 5,886 $74.7K 1.43% -68,798 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,506 shares; 2024Q4: 21,650 shares; 2025Q1: 72,757 shares; 2025Q2: 56,842 shares; 2025Q3: 55,784 shares; 2025Q4: 1,268 shares 1,268 $74.6K 1.43% -54,516 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: 13,305 shares; 2024Q4: 13,305 shares; 2025Q1: 13,520 shares; 2025Q2: 14,655 shares; 2025Q3: 44,071 shares; 2025Q4: 3,694 shares 3,694 $74.4K 1.43% -40,377 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: 30,618 shares; 2024Q4: 30,497 shares; 2025Q1: 33,748 shares; 2025Q2: 31,251 shares; 2025Q3: 68,614 shares; 2025Q4: 44,419 shares 44,419 $72.3K -24,195 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,424 shares; 2024Q4: 71,537 shares; 2025Q1: 70,976 shares; 2025Q2: 69,876 shares; 2025Q3: 69,383 shares; 2025Q4: 3,711 shares 3,711 $69K 1.32% -65,672 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: 62,678 shares; 2024Q4: 68,262 shares; 2025Q1: 69,469 shares; 2025Q2: 69,469 shares; 2025Q3: 68,957 shares; 2025Q4: 4,628 shares 4,628 $68.8K 1.32% -64,329 Timeline GJAN 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: 64,255 shares; 2024Q4: 63,165 shares; 2025Q1: 61,805 shares; 2025Q2: 61,615 shares; 2025Q3: 61,981 shares; 2025Q4: 2,652 shares 2,652 $62K 1.19% -59,329 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,791 shares; 2024Q4: 51,259 shares; 2025Q1: 60,236 shares; 2025Q2: 56,312 shares; 2025Q3: 57,949 shares; 2025Q4: 11,540 shares 11,540 $60.2K 1.16% -46,409 Timeline EEMV 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: not reported; 2025Q3: 59,811 shares; 2025Q4: 4,399 shares 4,399 $59.8K 1.15% -55,412 Timeline IHI 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: 71,145 shares; 2024Q4: 74,285 shares; 2025Q1: 70,962 shares; 2025Q2: 67,778 shares; 2025Q3: 62,974 shares; 2025Q4: 3,707 shares 3,707 $59.6K 1.14% -59,267 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC 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: 807 shares 807 $59.5K 1.14% new Timeline YMAR 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: 49,953 shares; 2024Q4: 59,743 shares; 2025Q1: 59,743 shares; 2025Q2: 59,743 shares; 2025Q3: 58,682 shares; 2025Q4: 1,586 shares 1,586 $58.7K 1.13% -57,096 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: 58,501 shares; 2024Q4: 57,522 shares; 2025Q1: 58,022 shares; 2025Q2: 55,624 shares; 2025Q3: 56,603 shares; 2025Q4: 2,740 shares 2,740 $57.1K 1.09% -53,863 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: 29,782 shares; 2024Q4: 28,244 shares; 2025Q1: 28,744 shares; 2025Q2: 28,244 shares; 2025Q3: 28,179 shares; 2025Q4: 2,402 shares 2,402 $56.3K 1.08% -25,777 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: 52,348 shares; 2024Q4: 52,347 shares; 2025Q1: 56,142 shares; 2025Q2: 56,142 shares; 2025Q3: 54,452 shares; 2025Q4: 4,339 shares 4,339 $53.5K 1.02% -50,113 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,446 shares; 2024Q4: 22,678 shares; 2025Q1: 39,555 shares; 2025Q2: 40,568 shares; 2025Q3: 50,698 shares; 2025Q4: 2,135 shares 2,135 $52.3K 1% -48,563 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: 49,941 shares; 2024Q4: 51,922 shares; 2025Q1: 51,425 shares; 2025Q2: 49,887 shares; 2025Q3: 40,887 shares; 2025Q4: 2,775 shares 2,775 $50.5K 0.97% -38,112 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,518 shares; 2025Q1: 5,518 shares; 2025Q2: 44,186 shares; 2025Q3: 44,186 shares; 2025Q4: 2,782 shares 2,782 $48.8K 0.93% -41,404 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: 49,910 shares; 2024Q4: 49,172 shares; 2025Q1: 55,903 shares; 2025Q2: 48,738 shares; 2025Q3: 48,690 shares; 2025Q4: 14,535 shares 14,535 $46.4K 0.89% -34,155 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: 44,565 shares; 2024Q4: 34,020 shares; 2025Q1: 38,581 shares; 2025Q2: 43,865 shares; 2025Q3: 46,315 shares; 2025Q4: 5,125 shares 5,125 $45.9K 0.88% -41,190 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,897 shares; 2024Q4: 40,725 shares; 2025Q1: 40,725 shares; 2025Q2: 40,725 shares; 2025Q3: 43,339 shares; 2025Q4: 924 shares 924 $44.8K 0.86% -42,415 Timeline DIVD 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: 16,171 shares; 2024Q4: 21,185 shares; 2025Q1: 26,019 shares; 2025Q2: 31,527 shares; 2025Q3: 40,641 shares; 2025Q4: 1,715 shares 1,715 $44.5K 0.85% -38,926 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,193 shares; 2024Q4: 71,174 shares; 2025Q1: 58,366 shares; 2025Q2: 49,857 shares; 2025Q3: 45,528 shares; 2025Q4: 940 shares 940 $41.6K 0.8% -44,588 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,000 shares; 2025Q4: 1,063 shares 1,063 $40K 0.77% -24,937 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: 42,234 shares; 2024Q4: 28,958 shares; 2025Q1: 28,382 shares; 2025Q2: 39,258 shares; 2025Q3: 39,458 shares; 2025Q4: 7,074 shares 7,074 $39.8K 0.76% -32,384 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: 14,321 shares; 2024Q4: 14,410 shares; 2025Q1: 14,721 shares; 2025Q2: 14,866 shares; 2025Q3: 37,200 shares; 2025Q4: 19,912 shares 19,912 $39.6K -17,288 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,218 shares; 2024Q4: 13,479 shares; 2025Q1: 14,591 shares; 2025Q2: 14,690 shares; 2025Q3: 36,615 shares; 2025Q4: 17,542 shares 17,542 $36.5K -19,073 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 31,462 shares; 2024Q4: 31,461 shares; 2025Q1: 45,124 shares; 2025Q2: 34,364 shares; 2025Q3: 36,219 shares; 2025Q4: 6,733 shares 6,733 $36.1K 0.69% -29,486 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: 36,487 shares; 2024Q4: 36,704 shares; 2025Q1: 40,432 shares; 2025Q2: 235,082 shares; 2025Q3: 35,134 shares; 2025Q4: 17,020 shares 17,020 $35.2K -18,114 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 23,258 shares; 2024Q4: 25,344 shares; 2025Q1: 27,402 shares; 2025Q2: 28,556 shares; 2025Q3: 34,364 shares; 2025Q4: 3,135 shares 3,135 $35K 0.67% -31,229 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,095 shares; 2024Q4: 31,836 shares; 2025Q1: 35,133 shares; 2025Q2: 33,933 shares; 2025Q3: 35,520 shares; 2025Q4: 1,918 shares 1,918 $35K 0.67% -33,602 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: 35,851 shares; 2024Q4: 35,680 shares; 2025Q1: 34,892 shares; 2025Q2: 34,918 shares; 2025Q3: 34,918 shares; 2025Q4: 11,707 shares 11,707 $34.9K 0.67% -23,211 Timeline GJUN 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: 21,210 shares; 2024Q4: 31,290 shares; 2025Q1: 31,290 shares; 2025Q2: 31,290 shares; 2025Q3: 31,290 shares; 2025Q4: 1,239 shares 1,239 $31.3K 0.6% -30,051 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,060 shares; 2024Q4: 32,990 shares; 2025Q1: 33,071 shares; 2025Q2: 33,059 shares; 2025Q3: 31,704 shares; 2025Q4: 8,957 shares 8,957 $31.1K 0.6% -22,747 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: 25,933 shares; 2024Q4: 26,365 shares; 2025Q1: 30,138 shares; 2025Q2: 30,317 shares; 2025Q3: 30,317 shares; 2025Q4: 2,473 shares 2,473 $30.6K 0.59% -27,844 Timeline RSPH 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: 36,645 shares; 2024Q4: 36,645 shares; 2025Q1: 34,471 shares; 2025Q2: 34,471 shares; 2025Q3: 31,573 shares; 2025Q4: 966 shares 966 $30.3K 0.58% -30,607 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: 20,753 shares; 2024Q4: 20,752 shares; 2025Q1: 19,322 shares; 2025Q2: 21,693 shares; 2025Q3: 21,193 shares; 2025Q4: 710 shares 710 $28.5K 0.55% -20,483 Timeline IIGD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,650 shares; 2024Q4: 33,650 shares; 2025Q1: 28,494 shares; 2025Q2: 28,494 shares; 2025Q3: 28,494 shares; 2025Q4: 688 shares 688 $27.7K 0.53% -27,806 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,579 shares; 2024Q4: 15,843 shares; 2025Q1: 19,031 shares; 2025Q2: 23,346 shares; 2025Q3: 24,875 shares; 2025Q4: 2,365 shares 2,365 $26.4K 0.51% -22,510 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: 27,211 shares; 2024Q4: 27,900 shares; 2025Q1: 26,667 shares; 2025Q2: 24,675 shares; 2025Q3: 25,005 shares; 2025Q4: 3,931 shares 3,931 $25.4K 0.49% -21,074 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: 31,267 shares; 2024Q4: 28,326 shares; 2025Q1: 27,214 shares; 2025Q2: 25,342 shares; 2025Q3: 25,344 shares; 2025Q4: 1,019 shares 1,019 $25K 0.48% -24,325 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,088 shares; 2024Q4: 22,088 shares; 2025Q1: 23,288 shares; 2025Q2: 22,088 shares; 2025Q3: 22,088 shares; 2025Q4: 623 shares 623 $23K 0.44% -21,465 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,604 shares; 2024Q4: 36,217 shares; 2025Q1: 33,767 shares; 2025Q2: 28,862 shares; 2025Q3: 25,582 shares; 2025Q4: 231 shares 231 $21.8K 0.42% -25,351 Timeline AI C3 AI INC More: the full row for C3 AI 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: 21,450 shares; 2025Q4: 289 shares 289 $21.4K 0.41% -21,161 Timeline TQQQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,035 shares; 2025Q4: 1,110 shares 1,110 $21.1K 0.4% -9,925 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 983 shares 983 $19.8K 0.38% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,860 shares; 2025Q1: not reported; 2025Q2: 14,320 shares; 2025Q3: 19,728 shares; 2025Q4: 442 shares 442 $19.7K 0.38% -19,286 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA 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: not reported; 2025Q3: not reported; 2025Q4: 683 shares 683 $17.7K 0.34% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,373 shares; 2024Q4: 17,378 shares; 2025Q1: 17,585 shares; 2025Q2: 18,107 shares; 2025Q3: 17,873 shares; 2025Q4: 4,625 shares 4,625 $17.4K 0.33% -13,248 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: 13,817 shares; 2024Q4: 13,430 shares; 2025Q1: 13,851 shares; 2025Q2: 15,613 shares; 2025Q3: 16,160 shares; 2025Q4: 11,475 shares 11,475 $17.4K -4,685 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline FMAR 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: 13,315 shares; 2024Q4: 14,313 shares; 2025Q1: 16,313 shares; 2025Q2: 16,313 shares; 2025Q3: 16,313 shares; 2025Q4: 825 shares 825 $17.4K 0.33% -15,488 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,490 shares; 2024Q4: 16,681 shares; 2025Q1: 17,734 shares; 2025Q2: 19,701 shares; 2025Q3: 17,701 shares; 2025Q4: 1,993 shares 1,993 $17.1K 0.33% -15,708 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 550 shares; 2025Q1: 532 shares; 2025Q2: 1,260 shares; 2025Q3: 1,340 shares; 2025Q4: 1,589 shares 1,589 $16.9K 0.32% +249 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: 17,232 shares; 2024Q4: 17,280 shares; 2025Q1: 16,497 shares; 2025Q2: 16,429 shares; 2025Q3: 16,362 shares; 2025Q4: 3,300 shares 3,300 $16.9K 0.32% -13,062 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: 13,486 shares; 2024Q4: 17,302 shares; 2025Q1: 17,232 shares; 2025Q2: 17,194 shares; 2025Q3: 17,092 shares; 2025Q4: 3,199 shares 3,199 $16.7K 0.32% -13,893 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,277 shares; 2025Q1: 18,697 shares; 2025Q2: 11,964 shares; 2025Q3: 15,438 shares; 2025Q4: 5,502 shares 5,502 $15.9K 0.3% -9,936 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,628 shares; 2024Q4: 13,678 shares; 2025Q1: 13,718 shares; 2025Q2: 15,628 shares; 2025Q3: 15,628 shares; 2025Q4: 1,257 shares 1,257 $15.7K 0.3% -14,371 Timeline XMAR 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: 15,380 shares; 2024Q4: 15,380 shares; 2025Q1: 15,380 shares; 2025Q2: 15,380 shares; 2025Q3: 15,380 shares; 2025Q4: 614 shares 614 $15.4K 0.29% -14,766 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,161 shares; 2024Q4: 11,862 shares; 2025Q1: 11,881 shares; 2025Q2: 14,864 shares; 2025Q3: 13,215 shares; 2025Q4: 834 shares 834 $14.7K 0.28% -12,381 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: 13,463 shares; 2024Q4: 13,052 shares; 2025Q1: 12,987 shares; 2025Q2: 13,161 shares; 2025Q3: 14,647 shares; 2025Q4: 1,680 shares 1,680 $14.7K 0.28% -12,967 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,000 shares; 2025Q3: 10,000 shares; 2025Q4: 738 shares 738 $14.3K 0.27% -9,262 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: 12,251 shares; 2024Q4: 20,046 shares; 2025Q1: 26,948 shares; 2025Q2: 15,401 shares; 2025Q3: 17,401 shares; 2025Q4: 1,512 shares 1,512 $14.3K 0.27% -15,889 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,599 shares; 2024Q4: 13,508 shares; 2025Q1: 13,572 shares; 2025Q2: 13,572 shares; 2025Q3: 13,572 shares; 2025Q4: 1,495 shares 1,495 $13.6K 0.26% -12,077 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: 15,153 shares; 2024Q4: 9,902 shares; 2025Q1: 9,951 shares; 2025Q2: 13,052 shares; 2025Q3: 13,162 shares; 2025Q4: 4,250 shares 4,250 $13.2K 0.25% -8,912 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,322 shares; 2024Q4: 11,321 shares; 2025Q1: 13,111 shares; 2025Q2: 13,111 shares; 2025Q3: 13,111 shares; 2025Q4: 937 shares 937 $13.1K 0.25% -12,174 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE 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: 13,000 shares; 2025Q4: 253 shares 253 $13K 0.25% -12,747 Timeline UDOW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,571 shares; 2025Q4: 701 shares 701 $12.1K 0.23% -5,870 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: 12,041 shares; 2024Q4: 12,041 shares; 2025Q1: 12,108 shares; 2025Q2: 12,041 shares; 2025Q3: 12,041 shares; 2025Q4: 844 shares 844 $12.1K 0.23% -11,197 Timeline FJUL 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: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 671 shares 671 $12K 0.23% -11,329 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: 3,234 shares; 2024Q4: 3,399 shares; 2025Q1: 3,399 shares; 2025Q2: 3,676 shares; 2025Q3: 11,257 shares; 2025Q4: 4,697 shares 4,697 $11.9K 0.23% -6,560 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: 10,702 shares; 2024Q4: 12,453 shares; 2025Q1: 12,476 shares; 2025Q2: 11,692 shares; 2025Q3: 11,692 shares; 2025Q4: 2,000 shares 2,000 $11.7K 0.22% -9,692 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063 shares; 2024Q4: 2,534 shares; 2025Q1: 8,318 shares; 2025Q2: 9,998 shares; 2025Q3: 11,253 shares; 2025Q4: 2,439 shares 2,439 $11.4K 0.22% -8,814 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: 11,155 shares; 2024Q4: 11,155 shares; 2025Q1: 11,155 shares; 2025Q2: 11,155 shares; 2025Q3: 11,155 shares; 2025Q4: 561 shares 561 $11.2K 0.21% -10,594 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,900 shares; 2024Q4: 10,900 shares; 2025Q1: 10,900 shares; 2025Q2: not reported; 2025Q3: 10,900 shares; 2025Q4: 205 shares 205 $10.9K 0.21% -10,695 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,832 shares; 2024Q4: 10,832 shares; 2025Q1: 10,832 shares; 2025Q2: 10,832 shares; 2025Q3: 10,832 shares; 2025Q4: 585 shares 585 $10.8K 0.21% -10,247 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED 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: 6,043 shares; 2025Q4: 393 shares 393 $10.4K 0.2% -5,650 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 9,849 shares; 2025Q4: 3,818 shares 3,818 $9.87K 0.19% -6,031 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: 12,300 shares; 2024Q4: 9,455 shares; 2025Q1: 10,205 shares; 2025Q2: 9,455 shares; 2025Q3: 9,455 shares; 2025Q4: 624 shares 624 $9.46K 0.18% -8,831 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: 7,934 shares; 2024Q4: 12,245 shares; 2025Q1: 13,976 shares; 2025Q2: 8,522 shares; 2025Q3: 9,114 shares; 2025Q4: 1,891 shares 1,891 $9.14K 0.18% -7,223 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: 9,205 shares; 2024Q4: 9,107 shares; 2025Q1: 11,249 shares; 2025Q2: 215,251 shares; 2025Q3: 9,197 shares; 2025Q4: 3,990 shares 3,990 $8.87K -5,207 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline BIRK BIRKENSTOCK HOLDING PLC More: the full row for BIRKENSTOCK HOLDING 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: not reported; 2025Q3: 7,700 shares; 2025Q4: 356 shares 356 $8.7K 0.17% -7,344 Timeline GMAR 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: 10,001 shares; 2024Q4: 7,468 shares; 2025Q1: 7,468 shares; 2025Q2: 8,248 shares; 2025Q3: 8,248 shares; 2025Q4: 338 shares 338 $8.25K 0.16% -7,910 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: 7,365 shares; 2024Q4: 8,184 shares; 2025Q1: 8,259 shares; 2025Q2: 8,184 shares; 2025Q3: 8,184 shares; 2025Q4: 990 shares 990 $8.22K 0.16% -7,194 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: 9,261 shares; 2024Q4: 7,399 shares; 2025Q1: 7,448 shares; 2025Q2: 8,199 shares; 2025Q3: 8,192 shares; 2025Q4: 2,814 shares 2,814 $8.02K 0.15% -5,378 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 301 shares 301 $8K 0.15% -7,699 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,834 shares; 2024Q4: 9,088 shares; 2025Q1: 9,230 shares; 2025Q2: 8,877 shares; 2025Q3: 8,760 shares; 2025Q4: 946 shares 946 $7.76K 0.15% -7,814 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: 7,362 shares; 2024Q4: 8,061 shares; 2025Q1: 7,023 shares; 2025Q2: 7,378 shares; 2025Q3: 7,378 shares; 2025Q4: 617 shares 617 $7.38K 0.14% -6,761 Timeline INFL LISTED FDS TR More: the full row for LISTED 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: not reported; 2025Q2: 7,074 shares; 2025Q3: 7,074 shares; 2025Q4: 315 shares 315 $7.07K 0.14% -6,759 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: 2,544 shares; 2024Q4: 3,020 shares; 2025Q1: 3,020 shares; 2025Q2: 3,020 shares; 2025Q3: 3,670 shares; 2025Q4: 303 shares 303 $6.77K 0.13% -3,367 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 2,002 shares; 2025Q1: 5,459 shares; 2025Q2: 1,770 shares; 2025Q3: 2,370 shares; 2025Q4: 1,176 shares 1,176 $6.63K 0.13% -1,194 Timeline IBB 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: 6,674 shares; 2024Q4: 6,919 shares; 2025Q1: 6,779 shares; 2025Q2: 6,569 shares; 2025Q3: 6,569 shares; 2025Q4: 1,109 shares 1,109 $6.57K 0.13% -5,460 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,420 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 332 shares 332 $6.52K 0.13% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,286 shares; 2025Q1: 4,308 shares; 2025Q2: 4,286 shares; 2025Q3: 5,175 shares; 2025Q4: 527 shares 527 $6.48K 0.12% -4,648 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,545 shares; 2024Q4: 14,705 shares; 2025Q1: 13,142 shares; 2025Q2: 8,106 shares; 2025Q3: 7,496 shares; 2025Q4: 377 shares 377 $6.46K 0.12% -7,119 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,355 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204 shares 204 $6.36K 0.12% new Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,818 shares; 2025Q4: 241 shares 241 $6.22K 0.12% -5,577 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,163 shares; 2024Q4: 4,863 shares; 2025Q1: 6,115 shares; 2025Q2: 7,899 shares; 2025Q3: 7,150 shares; 2025Q4: 957 shares 957 $6.21K 0.12% -6,193 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,866 shares; 2024Q4: 7,741 shares; 2025Q1: 6,927 shares; 2025Q2: 6,868 shares; 2025Q3: 6,600 shares; 2025Q4: 1,619 shares 1,619 $6.19K 0.12% -4,981 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,721 shares; 2024Q4: 5,721 shares; 2025Q1: 5,739 shares; 2025Q2: 6,104 shares; 2025Q3: 6,104 shares; 2025Q4: 1,086 shares 1,086 $6.12K 0.12% -5,018 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 940 shares 940 $6K 0.12% -5,060 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: 6,010 shares; 2024Q4: 6,010 shares; 2025Q1: 5,940 shares; 2025Q2: 5,940 shares; 2025Q3: 5,940 shares; 2025Q4: 325 shares 325 $5.94K 0.11% -5,615 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: 1,751 shares; 2024Q4: 1,750 shares; 2025Q1: 2,273 shares; 2025Q2: 2,131 shares; 2025Q3: 1,853 shares; 2025Q4: 1,413 shares 1,413 $5.74K 0.11% -440 Timeline UPRO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,250 shares; 2025Q4: 662 shares 662 $5.72K 0.11% -4,588 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: 837 shares; 2024Q4: 960 shares; 2025Q1: 1,335 shares; 2025Q2: 1,327 shares; 2025Q3: 5,327 shares; 2025Q4: 1,923 shares 1,923 $5.5K 0.11% -3,404 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: 1,708 shares; 2024Q4: 4,837 shares; 2025Q1: 4,820 shares; 2025Q2: 4,752 shares; 2025Q3: 4,752 shares; 2025Q4: 4,620 shares 4,620 $5.36K -132 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 427 shares 427 $5.27K 0.1% new Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,069 shares; 2025Q1: 5,244 shares; 2025Q2: 5,244 shares; 2025Q3: 5,244 shares; 2025Q4: 346 shares 346 $5.24K 0.1% -4,898 Timeline SOXL 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: 9,800 shares; 2024Q4: 75,200 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: not reported; 2025Q4: 216 shares 216 $5.15K 0.1% new 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: 4,884 shares; 2024Q4: 6,138 shares; 2025Q1: 5,878 shares; 2025Q2: 5,031 shares; 2025Q3: 5,035 shares; 2025Q4: 5,493 shares 5,493 $5.11K +458 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 4,488 shares; 2024Q4: 4,953 shares; 2025Q1: 3,017 shares; 2025Q2: 3,255 shares; 2025Q3: 4,739 shares; 2025Q4: 1,625 shares 1,625 $4.92K 0.09% -3,114 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,050 shares; 2025Q1: 2,257 shares; 2025Q2: 3,021 shares; 2025Q3: 4,621 shares; 2025Q4: 902 shares 902 $4.9K 0.09% -3,719 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 223 shares 223 $4.82K 0.09% new Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,767 shares; 2024Q4: 4,766 shares; 2025Q1: 4,766 shares; 2025Q2: 4,766 shares; 2025Q3: 4,766 shares; 2025Q4: 307 shares 307 $4.77K 0.09% -4,459 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,196 shares; 2024Q4: 4,684 shares; 2025Q1: 4,684 shares; 2025Q2: 4,684 shares; 2025Q3: 4,684 shares; 2025Q4: 325 shares 325 $4.68K 0.09% -4,359 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: 5,857 shares; 2024Q4: not reported; 2025Q1: 5,715 shares; 2025Q2: 5,715 shares; 2025Q3: 5,519 shares; 2025Q4: 225 shares 225 $4.56K 0.09% -5,294 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,061 shares; 2024Q4: 5,061 shares; 2025Q1: 5,506 shares; 2025Q2: 4,748 shares; 2025Q3: 4,618 shares; 2025Q4: 286 shares 286 $4.49K 0.09% -4,332 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: 10,485 shares; 2024Q4: 4,479 shares; 2025Q1: 4,507 shares; 2025Q2: 4,479 shares; 2025Q3: 4,479 shares; 2025Q4: 684 shares 684 $4.49K 0.09% -3,795 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,273 shares; 2025Q3: 3,706 shares; 2025Q4: 425 shares 425 $4.26K 0.08% -3,281 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY 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: 6,600 shares; 2025Q4: 348 shares 348 $4.1K 0.08% -6,252 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 3,572 shares; 2025Q1: 3,978 shares; 2025Q2: 4,036 shares; 2025Q3: 4,022 shares; 2025Q4: 3,525 shares 3,525 $4.01K -497 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline FISV FISERV INC More: the full row for FISERV 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: 269 shares 269 $4K 0.08% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE 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: 664 shares 664 $4K 0.08% new Timeline KBWB 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: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 337 shares 337 $4K 0.08% -3,663 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,294 shares; 2025Q3: 3,294 shares; 2025Q4: 438 shares 438 $3.98K 0.08% -2,856 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: 3,983 shares; 2024Q4: 3,983 shares; 2025Q1: 4,015 shares; 2025Q2: 4,015 shares; 2025Q3: 4,015 shares; 2025Q4: 841 shares 841 $3.92K 0.08% -3,174 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,552 shares; 2024Q4: 2,752 shares; 2025Q1: 2,767 shares; 2025Q2: 3,903 shares; 2025Q3: 3,906 shares; 2025Q4: 500 shares 500 $3.91K 0.08% -3,406 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 4,800 shares; 2025Q1: 4,939 shares; 2025Q2: 6,044 shares; 2025Q3: 3,594 shares; 2025Q4: 381 shares 381 $3.9K 0.07% -3,213 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,252 shares; 2024Q4: 2,829 shares; 2025Q1: 4,514 shares; 2025Q2: 2,844 shares; 2025Q3: 3,884 shares; 2025Q4: 2,340 shares 2,340 $3.86K -1,544 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline SPXL 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: 4,060 shares; 2025Q4: 849 shares 849 $3.85K 0.07% -3,211 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,168 shares; 2025Q1: 3,748 shares; 2025Q2: 3,748 shares; 2025Q3: 3,748 shares; 2025Q4: 365 shares 365 $3.75K 0.07% -3,383 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: 2,819 shares; 2024Q4: 3,052 shares; 2025Q1: 3,076 shares; 2025Q2: 3,052 shares; 2025Q3: 3,632 shares; 2025Q4: 681 shares 681 $3.71K 0.07% -2,951 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: 4,850 shares; 2024Q4: 3,053 shares; 2025Q1: 4,600 shares; 2025Q2: 3,943 shares; 2025Q3: 3,821 shares; 2025Q4: 2,093 shares 2,093 $3.67K -1,728 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,927 shares; 2024Q4: 3,927 shares; 2025Q1: 8,892 shares; 2025Q2: 3,482 shares; 2025Q3: 3,482 shares; 2025Q4: 405 shares 405 $3.49K 0.07% -3,077 Timeline WELLS FARGO & CO 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: 3,422 shares; 2024Q4: 3,442 shares; 2025Q1: 3,467 shares; 2025Q2: 3,442 shares; 2025Q3: 3,458 shares; 2025Q4: 4,215 shares 4,215 $3.48K +757 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,900 shares; 2025Q2: not reported; 2025Q3: 3,425 shares; 2025Q4: 214 shares 214 $3.42K 0.07% -3,211 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: 2,302 shares 2,302 $3.42K new Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,066 shares; 2025Q3: 3,066 shares; 2025Q4: 244 shares 244 $3.07K 0.06% -2,822 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 387 shares 387 $3K 0.06% -2,613 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 201 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 274 shares 274 $3K 0.06% -2,726 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: 4,500 shares; 2024Q4: 4,036 shares; 2025Q1: 3,957 shares; 2025Q2: 4,045 shares; 2025Q3: 3,820 shares; 2025Q4: 480 shares 480 $2.98K 0.06% -3,340 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 2,294 shares; 2025Q2: 2,294 shares; 2025Q3: 2,969 shares; 2025Q4: 1,395 shares 1,395 $2.95K -1,574 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,515 shares; 2025Q1: 3,241 shares; 2025Q2: 2,941 shares; 2025Q3: 2,941 shares; 2025Q4: 619 shares 619 $2.94K 0.06% -2,322 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: 2,408 shares; 2024Q4: 5,095 shares; 2025Q1: 4,717 shares; 2025Q2: 2,504 shares; 2025Q3: 2,504 shares; 2025Q4: 1,001 shares 1,001 $2.91K 0.06% -1,503 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,727 shares; 2025Q2: 2,700 shares; 2025Q3: 2,797 shares; 2025Q4: 266 shares 266 $2.79K 0.05% -2,531 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,079 shares; 2025Q1: 10,219 shares; 2025Q2: not reported; 2025Q3: 2,199 shares; 2025Q4: 407 shares 407 $2.77K 0.05% -1,792 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: 3,028 shares; 2024Q4: 3,106 shares; 2025Q1: 2,766 shares; 2025Q2: 2,736 shares; 2025Q3: 2,736 shares; 2025Q4: 1,874 shares 1,874 $2.74K -862 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: not reported; 2024Q4: 2,652 shares; 2025Q1: 8,569 shares; 2025Q2: 2,870 shares; 2025Q3: 2,800 shares; 2025Q4: 865 shares 865 $2.71K 0.05% -1,935 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: 1,274 shares; 2025Q2: 1,139 shares; 2025Q3: 1,195 shares; 2025Q4: 819 shares 819 $2.69K 0.05% -376 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,646 shares; 2025Q1: 2,646 shares; 2025Q2: 2,646 shares; 2025Q3: 2,646 shares; 2025Q4: 249 shares 249 $2.66K 0.05% -2,397 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,484 shares; 2025Q1: 2,587 shares; 2025Q2: 2,587 shares; 2025Q3: 2,587 shares; 2025Q4: 1,981 shares 1,981 $2.63K -606 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,662 shares; 2025Q4: 352 shares 352 $2.59K 0.05% -2,310 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,706 shares; 2024Q4: 45,790 shares; 2025Q1: 42,814 shares; 2025Q2: 40,976 shares; 2025Q3: 2,571 shares; 2025Q4: 228 shares 228 $2.57K 0.05% -2,343 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: 4,832 shares; 2024Q4: 4,840 shares; 2025Q1: 9,868 shares; 2025Q2: 3,198 shares; 2025Q3: 3,133 shares; 2025Q4: 300 shares 300 $2.4K 0.05% -2,833 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 2,689 shares; 2025Q1: 2,689 shares; 2025Q2: 2,389 shares; 2025Q3: 2,389 shares; 2025Q4: 500 shares 500 $2.39K 0.05% -1,889 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,385 shares; 2025Q4: 216 shares 216 $2.38K 0.05% -2,169 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,342 shares; 2025Q4: 243 shares 243 $2.34K 0.04% -2,099 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,330 shares; 2025Q1: 2,335 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 301 shares 301 $2.33K 0.04% -2,029 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: 3,123 shares; 2024Q4: 3,122 shares; 2025Q1: 2,943 shares; 2025Q2: 2,935 shares; 2025Q3: 2,935 shares; 2025Q4: 498 shares 498 $2.29K 0.04% -2,437 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 210 shares 210 $2.26K 0.04% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 7,424 shares; 2025Q1: 6,925 shares; 2025Q2: 2,203 shares; 2025Q3: 2,203 shares; 2025Q4: 319 shares 319 $2.22K 0.04% -1,884 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: 2,125 shares; 2024Q4: 1,425 shares; 2025Q1: 1,441 shares; 2025Q2: 1,937 shares; 2025Q3: 2,185 shares; 2025Q4: 1,016 shares 1,016 $2.17K -1,169 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,778 shares; 2024Q4: 5,388 shares; 2025Q1: 5,391 shares; 2025Q2: 7,304 shares; 2025Q3: 7,103 shares; 2025Q4: 415 shares 415 $2.15K 0.04% -6,688 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 289 shares 289 $2.08K 0.04% -1,711 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: 2,059 shares; 2024Q4: 2,058 shares; 2025Q1: 2,080 shares; 2025Q2: 2,068 shares; 2025Q3: 2,068 shares; 2025Q4: 767 shares 767 $2.07K 0.04% -1,301 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,068 shares; 2025Q4: 219 shares 219 $2.07K 0.04% -1,849 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 8,358 shares; 2025Q1: 6,699 shares; 2025Q2: 2,469 shares; 2025Q3: 2,469 shares; 2025Q4: 601 shares 601 $2.03K 0.04% -1,868 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: 1,417 shares; 2024Q4: 1,417 shares; 2025Q1: 1,429 shares; 2025Q2: 1,429 shares; 2025Q3: 1,429 shares; 2025Q4: 597 shares 597 $1.98K 0.04% -832 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: 1,957 shares; 2025Q1: 1,957 shares; 2025Q2: 1,957 shares; 2025Q3: 1,957 shares; 2025Q4: 235 shares 235 $1.96K 0.04% -1,722 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: not reported; 2024Q4: not reported; 2025Q1: 1,005 shares; 2025Q2: 1,000 shares; 2025Q3: 2,000 shares; 2025Q4: 679 shares 679 $1.94K 0.04% -1,321 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: 1,485 shares; 2024Q4: 1,523 shares; 2025Q1: 1,557 shares; 2025Q2: 1,778 shares; 2025Q3: 1,860 shares; 2025Q4: 930 shares 930 $1.92K -930 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,900 shares; 2025Q4: 229 shares 229 $1.9K 0.04% -1,671 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 1,888 shares; 2025Q1: 1,888 shares; 2025Q2: 1,888 shares; 2025Q3: 1,888 shares; 2025Q4: 281 shares 281 $1.89K 0.04% -1,607 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 1,749 shares; 2025Q2: 1,737 shares; 2025Q3: 1,737 shares; 2025Q4: 225 shares 225 $1.74K 0.03% -1,512 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: 2,020 shares; 2024Q4: 5,029 shares; 2025Q1: 4,594 shares; 2025Q2: 1,872 shares; 2025Q3: 1,622 shares; 2025Q4: 498 shares 498 $1.63K 0.03% -1,124 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,176 shares; 2025Q2: 1,233 shares; 2025Q3: 1,399 shares; 2025Q4: 574 shares 574 $1.59K 0.03% -825 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: not reported; 2025Q3: not reported; 2025Q4: 341 shares 341 $1.5K 0.03% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 278 shares 278 $1.5K 0.03% -1,222 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: 3,242 shares; 2024Q4: 2,824 shares; 2025Q1: 2,822 shares; 2025Q2: 2,561 shares; 2025Q3: 2,532 shares; 2025Q4: 865 shares 865 $1.49K -1,667 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 261 shares; 2024Q4: 262 shares; 2025Q1: 259 shares; 2025Q2: 255 shares; 2025Q3: 257 shares; 2025Q4: 207 shares 207 $1.35K 0.03% -50 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,003 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 384 shares 384 $1.25K 0.02% -561 Timeline URTH 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: not reported; 2025Q3: 1,171 shares; 2025Q4: 218 shares 218 $1.17K 0.02% -953 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 321 shares 321 $1.15K 0.02% -829 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 857 shares; 2025Q1: 860 shares; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares; 2025Q4: 1,222 shares 1,222 $1.14K +84 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,067 shares; 2025Q4: 220 shares 220 $1.07K 0.02% -847 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: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 259 shares 259 $1.01K 0.02% -741 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT 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: not reported; 2025Q3: not reported; 2025Q4: 215 shares 215 $1K 0.02% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 201 shares 201 $914 0.02% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 1,083 shares; 2025Q1: 1,270 shares; 2025Q2: 770 shares; 2025Q3: 820 shares; 2025Q4: 974 shares 974 $910 +154 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 905 shares; 2025Q1: 911 shares; 2025Q2: 834 shares; 2025Q3: 834 shares; 2025Q4: 437 shares 437 $837 -397 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE 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: 793 shares; 2025Q3: 793 shares; 2025Q4: 228 shares 228 $795 0.02% -565 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 444 shares 444 $541 -136 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 399 shares; 2025Q4: 275 shares 275 $421 -124 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 238 shares; 2025Q1: 240 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 720 shares 720 $358 +473 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 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: 961 shares; 2024Q4: 480 shares; 2025Q1: 383 shares; 2025Q2: 380 shares; 2025Q3: 280 shares; 2025Q4: 342 shares 342 $281 +62 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 7,548 shares 7,548 $10 <0.01% +7,538 Timeline