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: 9,307 shares; 2024Q4: 38,360 shares; 2025Q1: 49,235 shares; 2025Q2: 50,080 shares; 2025Q3: 52,104 shares; 2025Q4: 59,669 shares 59,669 $20M 4.21% +7,565 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: 23,365 shares; 2024Q4: 28,389 shares; 2025Q1: 8,704 shares; 2025Q2: 29,166 shares; 2025Q3: 22,504 shares; 2025Q4: 31,451 shares 31,451 $15.3M 3.23% +8,947 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: 8,788 shares; 2024Q4: 46,615 shares; 2025Q1: 45,821 shares; 2025Q2: 46,461 shares; 2025Q3: 50,589 shares; 2025Q4: 53,226 shares 53,226 $14.5M 3.04% +2,637 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: 70,955 shares; 2024Q4: 79,714 shares; 2025Q1: 19,150 shares; 2025Q2: 77,806 shares; 2025Q3: 54,649 shares; 2025Q4: 88,506 shares 88,506 $13.2M 2.77% +33,857 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: 45,144 shares; 2024Q4: 47,005 shares; 2025Q1: 6,845 shares; 2025Q2: 50,164 shares; 2025Q3: 34,328 shares; 2025Q4: 52,225 shares 52,225 $10.4M 2.18% +17,897 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: 47,624 shares; 2024Q4: 51,505 shares; 2025Q1: 50,633 shares; 2025Q2: 47,959 shares; 2025Q3: 30,883 shares; 2025Q4: 50,549 shares 50,549 $9.65M 2.03% +19,666 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 143,656 shares; 2025Q4: 236,759 shares 236,759 $9.32M 1.96% +93,103 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: 31,800 shares; 2024Q4: 34,719 shares; 2025Q1: 2,874 shares; 2025Q2: 2,465 shares; 2025Q3: 22,552 shares; 2025Q4: 35,461 shares 35,461 $9.15M 1.92% +12,909 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121,776 shares; 2025Q1: 142,161 shares; 2025Q2: 120,209 shares; 2025Q3: 125,538 shares; 2025Q4: 132,981 shares 132,981 $9.06M 1.91% +7,443 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: 83,897 shares; 2024Q4: 86,160 shares; 2025Q1: 92,662 shares; 2025Q2: 84,440 shares; 2025Q3: 52,603 shares; 2025Q4: 84,481 shares 84,481 $8.75M 1.84% +31,878 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: 7,908 shares; 2024Q4: 17,897 shares; 2025Q1: 18,126 shares; 2025Q2: 18,299 shares; 2025Q3: 17,041 shares; 2025Q4: 18,082 shares 18,082 $8.74M 1.84% +1,041 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: 18,666 shares; 2024Q4: 142,071 shares; 2025Q1: 206,710 shares; 2025Q2: 148,473 shares; 2025Q3: 150,074 shares; 2025Q4: 157,320 shares 157,320 $7.94M 1.67% +7,246 Timeline DFAU 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: 48,881 shares; 2024Q4: 71,266 shares; 2025Q1: 82,264 shares; 2025Q2: 113,174 shares; 2025Q3: 123,838 shares; 2025Q4: 156,841 shares 156,841 $7.34M 1.54% +33,003 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,376 shares; 2024Q4: 123,567 shares; 2025Q1: 138,177 shares; 2025Q2: 140,317 shares; 2025Q3: 145,359 shares; 2025Q4: 148,516 shares 148,516 $6.84M 1.44% +3,157 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: 6,083 shares; 2024Q4: 26,146 shares; 2025Q1: 26,176 shares; 2025Q2: 25,937 shares; 2025Q3: 25,038 shares; 2025Q4: 27,734 shares 27,734 $6.4M 1.35% +2,696 Timeline FCUS TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 155,641 shares; 2025Q1: 158,324 shares; 2025Q2: 178,403 shares; 2025Q3: 185,864 shares; 2025Q4: 196,650 shares 196,650 $6.17M 1.3% +10,786 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,248 shares; 2024Q4: 7,370 shares; 2025Q1: 5,699 shares; 2025Q2: 74,830 shares; 2025Q3: 48,722 shares; 2025Q4: 74,847 shares 74,847 $6.16M 1.3% +26,125 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: 4,799 shares; 2024Q4: 18,353 shares; 2025Q1: 18,988 shares; 2025Q2: 18,844 shares; 2025Q3: 19,036 shares; 2025Q4: 19,472 shares 19,472 $6.09M 1.28% +436 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,981 shares; 2025Q1: 22,980 shares; 2025Q2: 26,629 shares; 2025Q3: 28,143 shares; 2025Q4: 31,967 shares 31,967 $5.96M 1.25% +3,824 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,104 shares; 2025Q1: 17,768 shares; 2025Q2: 15,758 shares; 2025Q3: 16,188 shares; 2025Q4: 18,281 shares 18,281 $5.75M 1.21% +2,093 Timeline SCHY 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: 208,651 shares; 2024Q4: 227,689 shares; 2025Q1: 136,249 shares; 2025Q2: 192,015 shares; 2025Q3: 116,847 shares; 2025Q4: 190,278 shares 190,278 $5.67M 1.19% +73,431 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: 16,020 shares; 2024Q4: 24,261 shares; 2025Q1: 27,039 shares; 2025Q2: 34,992 shares; 2025Q3: 38,141 shares; 2025Q4: 46,686 shares 46,686 $5.61M 1.18% +8,545 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: 12,070 shares; 2024Q4: 18,882 shares; 2025Q1: 17,805 shares; 2025Q2: 17,221 shares; 2025Q3: 16,625 shares; 2025Q4: 16,798 shares 16,798 $5.41M 1.14% +173 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,737 shares; 2024Q4: 117,189 shares; 2025Q1: 92,910 shares; 2025Q2: 105,980 shares; 2025Q3: 69,245 shares; 2025Q4: 111,163 shares 111,163 $5.29M 1.11% +41,918 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: 382 shares; 2024Q4: 4,999 shares; 2025Q1: 6,908 shares; 2025Q2: 7,083 shares; 2025Q3: 7,052 shares; 2025Q4: 8,062 shares 8,062 $5.06M 1.06% +1,010 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,405 shares; 2024Q4: 17,396 shares; 2025Q1: 18,171 shares; 2025Q2: 47,373 shares; 2025Q3: 20,950 shares; 2025Q4: 64,600 shares 64,600 $4.87M 1.02% +43,650 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,100 shares; 2025Q1: 14,964 shares; 2025Q2: 69,253 shares; 2025Q3: 72,364 shares; 2025Q4: 77,199 shares 77,199 $4.82M 1.01% +4,835 Timeline DFAX 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: 242,407 shares; 2024Q4: 274,653 shares; 2025Q1: 270,503 shares; 2025Q2: 110,217 shares; 2025Q3: 114,987 shares; 2025Q4: 146,139 shares 146,139 $4.78M 1.01% +31,152 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: 12,220 shares; 2024Q4: 15,265 shares; 2025Q1: 14,663 shares; 2025Q2: 14,442 shares; 2025Q3: 9,445 shares; 2025Q4: 12,950 shares 12,950 $4.48M 0.94% +3,505 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: 62,817 shares; 2024Q4: 72,949 shares; 2025Q1: 56,793 shares; 2025Q2: 56,835 shares; 2025Q3: 59,200 shares; 2025Q4: 59,513 shares 59,513 $4.41M 0.93% +313 Timeline PTLC 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: 90,413 shares; 2025Q1: 70,947 shares; 2025Q2: 70,758 shares; 2025Q3: 75,139 shares; 2025Q4: 78,303 shares 78,303 $4.35M 0.91% +3,164 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,949 shares; 2025Q1: 8,243 shares; 2025Q2: 8,636 shares; 2025Q3: 8,625 shares; 2025Q4: 8,618 shares 8,618 $4.33M 0.91% -7 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: 51,140 shares; 2024Q4: 176,988 shares; 2025Q1: 181,492 shares; 2025Q2: 176,931 shares; 2025Q3: 168,639 shares; 2025Q4: 164,131 shares 164,131 $4.32M 0.91% -4,508 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,959 shares; 2024Q4: 13,315 shares; 2025Q1: 15,818 shares; 2025Q2: 23,187 shares; 2025Q3: 25,268 shares; 2025Q4: 31,306 shares 31,306 $4.28M 0.9% +6,038 Timeline PTBD 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: 178,888 shares; 2025Q1: 185,387 shares; 2025Q2: 184,509 shares; 2025Q3: 188,669 shares; 2025Q4: 200,085 shares 200,085 $3.88M 0.82% +11,416 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: 1,975 shares; 2024Q4: 5,288 shares; 2025Q1: 4,871 shares; 2025Q2: 5,145 shares; 2025Q3: 5,178 shares; 2025Q4: 5,411 shares 5,411 $3.57M 0.75% +233 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: 7,951 shares; 2024Q4: 10,739 shares; 2025Q1: 10,273 shares; 2025Q2: 10,009 shares; 2025Q3: 9,752 shares; 2025Q4: 9,790 shares 9,790 $3.37M 0.71% +38 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: not reported; 2024Q4: not reported; 2025Q1: 65,726 shares; 2025Q2: 82,658 shares; 2025Q3: 96,972 shares; 2025Q4: 128,435 shares 128,435 $3.31M 0.7% +31,463 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: 23,103 shares; 2024Q4: 35,251 shares; 2025Q1: 32,122 shares; 2025Q2: 30,755 shares; 2025Q3: 29,224 shares; 2025Q4: 29,517 shares 29,517 $3.29M 0.69% +293 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,862 shares; 2024Q4: 66,616 shares; 2025Q1: 64,005 shares; 2025Q2: 35,517 shares; 2025Q3: 35,100 shares; 2025Q4: 34,869 shares 34,869 $3.19M 0.67% -231 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,195 shares; 2025Q1: 19,622 shares; 2025Q2: 19,343 shares; 2025Q3: 17,188 shares; 2025Q4: 17,041 shares 17,041 $3.04M 0.64% -147 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: 459 shares; 2024Q4: 3,197 shares; 2025Q1: 2,724 shares; 2025Q2: 2,712 shares; 2025Q3: 2,727 shares; 2025Q4: 2,823 shares 2,823 $3.03M 0.64% +96 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: 3,979 shares; 2024Q4: 4,267 shares; 2025Q1: 4,238 shares; 2025Q2: 4,188 shares; 2025Q3: 4,082 shares; 2025Q4: 4,407 shares 4,407 $3.02M 0.63% +325 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: 10,598 shares; 2024Q4: 11,885 shares; 2025Q1: 10,084 shares; 2025Q2: 10,761 shares; 2025Q3: 2,022 shares; 2025Q4: 15,842 shares 15,842 $2.82M 0.59% +13,820 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,287 shares; 2024Q4: 13,341 shares; 2025Q1: 13,969 shares; 2025Q2: 14,335 shares; 2025Q3: 13,100 shares; 2025Q4: 12,755 shares 12,755 $2.64M 0.55% -345 Timeline LRGF 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: 12,730 shares; 2024Q4: 18,462 shares; 2025Q1: 21,341 shares; 2025Q2: 27,856 shares; 2025Q3: 31,090 shares; 2025Q4: 37,803 shares 37,803 $2.62M 0.55% +6,713 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,867 shares; 2025Q1: 8,684 shares; 2025Q2: 8,631 shares; 2025Q3: 8,707 shares; 2025Q4: 7,912 shares 7,912 $2.48M 0.52% -795 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: 13,816 shares; 2024Q4: 20,735 shares; 2025Q1: 22,984 shares; 2025Q2: 30,192 shares; 2025Q3: 31,320 shares; 2025Q4: 36,641 shares 36,641 $2.46M 0.52% +5,321 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,815 shares; 2024Q4: 103,630 shares; 2025Q1: 103,630 shares; 2025Q2: 103,630 shares; 2025Q3: not reported; 2025Q4: 103,630 shares 103,630 $2.42M 0.51% new Timeline IUSV 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: 10,510 shares; 2024Q4: 18,030 shares; 2025Q1: 19,721 shares; 2025Q2: 19,468 shares; 2025Q3: 21,769 shares; 2025Q4: 23,170 shares 23,170 $2.38M 0.5% +1,401 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,254 shares; 2024Q4: 121,773 shares; 2025Q1: 125,964 shares; 2025Q2: 115,595 shares; 2025Q3: 113,925 shares; 2025Q4: 117,093 shares 117,093 $2.37M 0.5% +3,168 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: not reported; 2024Q4: 4,034 shares; 2025Q1: 2,768 shares; 2025Q2: 9,999 shares; 2025Q3: 10,161 shares; 2025Q4: 10,203 shares 10,203 $2.33M 0.49% +42 Timeline INTF 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: 18,186 shares; 2024Q4: 31,164 shares; 2025Q1: 36,082 shares; 2025Q2: 45,591 shares; 2025Q3: 48,929 shares; 2025Q4: 59,213 shares 59,213 $2.24M 0.47% +10,284 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: not reported; 2024Q4: 7,929 shares; 2025Q1: 13,562 shares; 2025Q2: 17,951 shares; 2025Q3: 18,754 shares; 2025Q4: 20,322 shares 20,322 $2.17M 0.46% +1,568 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: 14,186 shares; 2024Q4: 21,630 shares; 2025Q1: 111,121 shares; 2025Q2: 68,723 shares; 2025Q3: 21,047 shares; 2025Q4: 22,901 shares 22,901 $2.16M 0.45% +1,854 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: 1,811 shares; 2024Q4: 4,465 shares; 2025Q1: 4,814 shares; 2025Q2: 5,374 shares; 2025Q3: 5,894 shares; 2025Q4: 6,418 shares 6,418 $2.12M 0.45% +524 Timeline BIZD 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: 44,871 shares; 2025Q3: 126,202 shares; 2025Q4: 144,911 shares 144,911 $2.05M 0.43% +18,709 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,262 shares; 2025Q1: 4,458 shares; 2025Q2: 4,785 shares; 2025Q3: 4,702 shares; 2025Q4: 4,547 shares 4,547 $2.04M 0.43% -155 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: 81,171 shares; 2024Q4: 109,426 shares; 2025Q1: 124,969 shares; 2025Q2: 133,827 shares; 2025Q3: 136,672 shares; 2025Q4: 154,921 shares 154,921 $1.93M 0.4% +18,249 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: 17,387 shares; 2024Q4: 24,160 shares; 2025Q1: 26,121 shares; 2025Q2: 24,503 shares; 2025Q3: 24,283 shares; 2025Q4: 23,974 shares 23,974 $1.92M 0.4% -309 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,626 shares; 2025Q1: 36,626 shares; 2025Q2: 42,626 shares; 2025Q3: 42,540 shares; 2025Q4: 49,205 shares 49,205 $1.92M 0.4% +6,665 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: 15,911 shares; 2025Q1: 14,968 shares; 2025Q2: 14,968 shares; 2025Q3: 14,918 shares; 2025Q4: 18,815 shares 18,815 $1.88M 0.4% +3,897 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: 6,725 shares; 2024Q4: 7,924 shares; 2025Q1: 7,951 shares; 2025Q2: 7,414 shares; 2025Q3: 7,107 shares; 2025Q4: 6,881 shares 6,881 $1.88M 0.4% -226 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,093 shares; 2024Q4: 17,723 shares; 2025Q1: 18,622 shares; 2025Q2: 18,171 shares; 2025Q3: 18,448 shares; 2025Q4: 15,618 shares 15,618 $1.87M 0.39% -2,830 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: 52,630 shares; 2024Q4: 55,602 shares; 2025Q1: 56,327 shares; 2025Q2: 56,100 shares; 2025Q3: 54,965 shares; 2025Q4: 54,585 shares 54,585 $1.87M 0.39% -380 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: 31,100 shares; 2024Q4: 31,100 shares; 2025Q1: 31,100 shares; 2025Q2: 31,100 shares; 2025Q3: not reported; 2025Q4: 31,134 shares 31,134 $1.85M 0.39% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,606 shares; 2025Q2: 3,896 shares; 2025Q3: 3,880 shares; 2025Q4: 3,600 shares 3,600 $1.84M 0.39% -280 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: 5,155 shares; 2024Q4: 5,802 shares; 2025Q1: 6,178 shares; 2025Q2: 6,341 shares; 2025Q3: 6,840 shares; 2025Q4: 6,718 shares 6,718 $1.82M 0.38% -122 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: 32,807 shares; 2024Q4: 40,010 shares; 2025Q1: 42,460 shares; 2025Q2: 43,074 shares; 2025Q3: 42,415 shares; 2025Q4: 44,471 shares 44,471 $1.81M 0.38% +2,056 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: 11,699 shares; 2024Q4: 18,920 shares; 2025Q1: 19,695 shares; 2025Q2: 19,370 shares; 2025Q3: 19,418 shares; 2025Q4: 20,114 shares 20,114 $1.8M 0.38% +696 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: 4,153 shares; 2024Q4: 5,797 shares; 2025Q1: 6,005 shares; 2025Q2: 5,913 shares; 2025Q3: 5,654 shares; 2025Q4: 5,573 shares 5,573 $1.78M 0.37% -81 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: 3,354 shares; 2024Q4: 4,712 shares; 2025Q1: 4,776 shares; 2025Q2: 4,670 shares; 2025Q3: 4,624 shares; 2025Q4: 4,600 shares 4,600 $1.76M 0.37% -24 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,168 shares; 2024Q4: 5,613 shares; 2025Q1: 5,818 shares; 2025Q2: 5,664 shares; 2025Q3: 5,424 shares; 2025Q4: 5,632 shares 5,632 $1.76M 0.37% +208 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: 5,208 shares; 2024Q4: 7,822 shares; 2025Q1: 8,038 shares; 2025Q2: 8,003 shares; 2025Q3: 7,743 shares; 2025Q4: 7,576 shares 7,576 $1.75M 0.37% -167 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: 2,079 shares; 2024Q4: 14,015 shares; 2025Q1: 13,406 shares; 2025Q2: 13,320 shares; 2025Q3: 13,701 shares; 2025Q4: 14,014 shares 14,014 $1.69M 0.35% +313 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 7,234 shares; 2025Q3: 26,558 shares; 2025Q4: 46,017 shares 46,017 $1.65M 0.35% +19,459 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY 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: not reported; 2025Q4: 17,887 shares 17,887 $1.65M 0.35% 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: 13,533 shares; 2024Q4: 17,014 shares; 2025Q1: 17,676 shares; 2025Q2: 17,325 shares; 2025Q3: 17,011 shares; 2025Q4: 16,945 shares 16,945 $1.63M 0.34% -66 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: 8,082 shares; 2024Q4: 10,444 shares; 2025Q1: 10,828 shares; 2025Q2: 10,628 shares; 2025Q3: 10,092 shares; 2025Q4: 9,966 shares 9,966 $1.62M 0.34% -126 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: 3,789 shares; 2024Q4: 4,858 shares; 2025Q1: 4,822 shares; 2025Q2: 4,800 shares; 2025Q3: 4,687 shares; 2025Q4: 4,500 shares 4,500 $1.58M 0.33% -187 Timeline LFEQ 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: 74,349 shares; 2025Q1: 30,392 shares; 2025Q2: 27,132 shares; 2025Q3: 28,700 shares; 2025Q4: 28,563 shares 28,563 $1.55M 0.33% -137 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: 7,794 shares; 2024Q4: 10,413 shares; 2025Q1: 10,749 shares; 2025Q2: 10,125 shares; 2025Q3: 10,074 shares; 2025Q4: 10,029 shares 10,029 $1.54M 0.32% -45 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: 4,147 shares; 2024Q4: 6,582 shares; 2025Q1: 7,792 shares; 2025Q2: 7,896 shares; 2025Q3: 7,831 shares; 2025Q4: 6,969 shares 6,969 $1.49M 0.31% -862 Timeline EFAV 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: 6,470 shares; 2024Q4: 10,492 shares; 2025Q1: 11,868 shares; 2025Q2: 13,031 shares; 2025Q3: 13,595 shares; 2025Q4: 17,300 shares 17,300 $1.49M 0.31% +3,705 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,174 shares; 2024Q4: 322,747 shares; 2025Q1: 323,327 shares; 2025Q2: 34,937 shares; 2025Q3: 38,781 shares; 2025Q4: 53,056 shares 53,056 $1.46M 0.31% +14,275 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: 8,311 shares; 2024Q4: 8,714 shares; 2025Q1: 8,522 shares; 2025Q2: 7,820 shares; 2025Q3: 7,631 shares; 2025Q4: 7,581 shares 7,581 $1.39M 0.29% -50 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: not reported; 2024Q4: 22,273 shares; 2025Q1: 24,438 shares; 2025Q2: 24,590 shares; 2025Q3: 24,285 shares; 2025Q4: 24,579 shares 24,579 $1.39M 0.29% +294 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 6,464 shares; 2025Q1: 6,785 shares; 2025Q2: 6,469 shares; 2025Q3: 6,433 shares; 2025Q4: 6,637 shares 6,637 $1.38M 0.29% +204 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: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: not reported; 2025Q4: 5,421 shares 5,421 $1.37M 0.29% new 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: not reported; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 5,250 shares; 2025Q3: 10,224 shares; 2025Q4: 11,543 shares 11,543 $1.33M 0.28% +1,319 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 5,480 shares; 2025Q1: 5,672 shares; 2025Q2: 5,604 shares; 2025Q3: 5,350 shares; 2025Q4: 5,355 shares 5,355 $1.32M 0.28% +5 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: 30,756 shares; 2024Q4: 41,539 shares; 2025Q1: 44,089 shares; 2025Q2: 42,705 shares; 2025Q3: 42,499 shares; 2025Q4: 43,836 shares 43,836 $1.31M 0.28% +1,337 Timeline IUSG 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: 7,670 shares; 2024Q4: 8,038 shares; 2025Q1: 7,526 shares; 2025Q2: 7,387 shares; 2025Q3: 7,112 shares; 2025Q4: 7,629 shares 7,629 $1.28M 0.27% +517 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: not reported; 2024Q4: 10,383 shares; 2025Q1: 8,632 shares; 2025Q2: 6,859 shares; 2025Q3: 5,919 shares; 2025Q4: 6,660 shares 6,660 $1.28M 0.27% +741 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: 7,662 shares; 2024Q4: 19,005 shares; 2025Q1: 23,761 shares; 2025Q2: 24,665 shares; 2025Q3: 25,523 shares; 2025Q4: 26,724 shares 26,724 $1.25M 0.26% +1,201 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,076 shares; 2024Q4: 17,175 shares; 2025Q1: 19,249 shares; 2025Q2: 19,460 shares; 2025Q3: 18,712 shares; 2025Q4: 18,668 shares 18,668 $1.24M 0.26% -44 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: 5,123 shares; 2024Q4: 5,239 shares; 2025Q1: 4,968 shares; 2025Q2: 4,751 shares; 2025Q3: 4,611 shares; 2025Q4: 4,938 shares 4,938 $1.24M 0.26% +327 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: 15,200 shares; 2024Q4: 15,991 shares; 2025Q1: 15,732 shares; 2025Q2: 15,275 shares; 2025Q3: 15,433 shares; 2025Q4: 18,510 shares 18,510 $1.22M 0.26% +3,077 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: 2,919 shares; 2024Q4: 6,590 shares; 2025Q1: 6,555 shares; 2025Q2: 6,527 shares; 2025Q3: not reported; 2025Q4: 6,538 shares 6,538 $1.2M 0.25% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,727 shares; 2025Q3: 1,679 shares; 2025Q4: 1,819 shares 1,819 $1.19M 0.25% +140 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: 3,764 shares; 2025Q1: 3,568 shares; 2025Q2: 4,089 shares; 2025Q3: 4,036 shares; 2025Q4: 12,646 shares 12,646 $1.18M 0.25% +8,610 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,380 shares; 2024Q4: 4,490 shares; 2025Q1: 4,490 shares; 2025Q2: 4,490 shares; 2025Q3: not reported; 2025Q4: 4,515 shares 4,515 $1.11M 0.23% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,867 shares; 2025Q1: 21,718 shares; 2025Q2: 23,718 shares; 2025Q3: 23,502 shares; 2025Q4: 24,853 shares 24,853 $1.08M 0.23% +1,351 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: 14,458 shares; 2024Q4: 15,106 shares; 2025Q1: 16,306 shares; 2025Q2: 15,877 shares; 2025Q3: 15,854 shares; 2025Q4: 16,195 shares 16,195 $1.08M 0.23% +341 Timeline SCHP 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: 18,086 shares; 2024Q4: 37,609 shares; 2025Q1: 39,117 shares; 2025Q2: 40,015 shares; 2025Q3: 39,829 shares; 2025Q4: 40,386 shares 40,386 $1.07M 0.22% +557 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,975 shares; 2025Q1: 4,501 shares; 2025Q2: 4,505 shares; 2025Q3: 4,968 shares; 2025Q4: 5,209 shares 5,209 $1.07M 0.22% +241 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: 29,107 shares; 2024Q4: 27,302 shares; 2025Q1: 27,370 shares; 2025Q2: 27,452 shares; 2025Q3: 27,177 shares; 2025Q4: 26,774 shares 26,774 $1.06M 0.22% -403 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,593 shares; 2025Q1: 4,540 shares; 2025Q2: 4,584 shares; 2025Q3: 4,818 shares; 2025Q4: 5,361 shares 5,361 $1.04M 0.22% +543 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: not reported; 2024Q4: 7,250 shares; 2025Q1: 7,121 shares; 2025Q2: 7,106 shares; 2025Q3: 6,904 shares; 2025Q4: 7,206 shares 7,206 $1.03M 0.22% +302 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,949 shares 10,949 $1.01M 0.21% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,305 shares; 2025Q1: 21,360 shares; 2025Q2: 30,467 shares; 2025Q3: 38,073 shares; 2025Q4: 37,229 shares 37,229 $1.01M 0.21% -844 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: 1,492 shares; 2024Q4: 1,938 shares; 2025Q1: 2,045 shares; 2025Q2: 2,006 shares; 2025Q3: 1,990 shares; 2025Q4: 1,902 shares 1,902 $994K 0.21% -88 Timeline GDX 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: 8,032 shares; 2025Q1: 7,832 shares; 2025Q2: 7,824 shares; 2025Q3: 7,824 shares; 2025Q4: 11,573 shares 11,573 $993K 0.21% +3,749 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,049 shares; 2024Q4: 2,797 shares; 2025Q1: 2,980 shares; 2025Q2: 2,564 shares; 2025Q3: 2,660 shares; 2025Q4: 2,536 shares 2,536 $987K 0.21% -124 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: 2,406 shares; 2024Q4: 3,955 shares; 2025Q1: 4,085 shares; 2025Q2: 3,939 shares; 2025Q3: 3,990 shares; 2025Q4: 3,657 shares 3,657 $969K 0.2% -333 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: 1,553 shares; 2024Q4: 8,337 shares; 2025Q1: 8,280 shares; 2025Q2: 8,003 shares; 2025Q3: 5,985 shares; 2025Q4: 6,349 shares 6,349 $968K 0.2% +364 Timeline BBLU 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: not reported; 2024Q4: 40,213 shares; 2025Q1: 54,713 shares; 2025Q2: 56,036 shares; 2025Q3: 60,251 shares; 2025Q4: 63,372 shares 63,372 $967K 0.2% +3,121 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: 2,491 shares; 2025Q1: 2,401 shares; 2025Q2: 2,546 shares; 2025Q3: 2,475 shares; 2025Q4: 3,167 shares 3,167 $962K 0.2% +692 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: 9,921 shares; 2024Q4: 13,552 shares; 2025Q1: 13,168 shares; 2025Q2: 11,968 shares; 2025Q3: 3,171 shares; 2025Q4: 11,795 shares 11,795 $957K 0.2% +8,624 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,930 shares; 2025Q2: 7,721 shares; 2025Q3: 7,192 shares; 2025Q4: 7,077 shares 7,077 $956K 0.2% -115 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: 2,551 shares; 2024Q4: 3,331 shares; 2025Q1: 3,891 shares; 2025Q2: 4,216 shares; 2025Q3: 4,343 shares; 2025Q4: 4,223 shares 4,223 $952K 0.2% -120 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: not reported; 2024Q4: 1,847 shares; 2025Q1: 1,890 shares; 2025Q2: 1,874 shares; 2025Q3: 1,892 shares; 2025Q4: 2,007 shares 2,007 $950K 0.2% +115 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,146 shares; 2025Q1: 18,435 shares; 2025Q2: 18,465 shares; 2025Q3: 26,669 shares; 2025Q4: 26,869 shares 26,869 $946K 0.2% +200 Timeline PRFD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,473 shares; 2024Q4: 24,387 shares; 2025Q1: 25,430 shares; 2025Q2: 20,675 shares; 2025Q3: 15,264 shares; 2025Q4: 18,058 shares 18,058 $930K 0.2% +2,794 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 253,616 shares; 2025Q2: 46,651 shares; 2025Q3: 6,605 shares; 2025Q4: 9,233 shares 9,233 $926K 0.19% +2,628 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: not reported; 2024Q4: 11,508 shares; 2025Q1: 11,316 shares; 2025Q2: 11,527 shares; 2025Q3: 11,525 shares; 2025Q4: 10,590 shares 10,590 $923K 0.19% -935 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,645 shares; 2024Q4: 10,421 shares; 2025Q1: 11,821 shares; 2025Q2: 11,215 shares; 2025Q3: 11,439 shares; 2025Q4: 10,831 shares 10,831 $923K 0.19% -608 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: 5,943 shares; 2025Q1: 6,676 shares; 2025Q2: 6,423 shares; 2025Q3: 6,482 shares; 2025Q4: 6,064 shares 6,064 $912K 0.19% -418 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,172 shares; 2025Q1: 3,894 shares; 2025Q2: 3,894 shares; 2025Q3: 3,868 shares; 2025Q4: 3,972 shares 3,972 $909K 0.19% +104 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,486 shares; 2024Q4: 3,203 shares; 2025Q1: 3,581 shares; 2025Q2: 3,547 shares; 2025Q3: 3,588 shares; 2025Q4: 3,492 shares 3,492 $885K 0.19% -96 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,210 shares; 2025Q1: 2,285 shares; 2025Q2: 2,210 shares; 2025Q3: 2,210 shares; 2025Q4: 3,957 shares 3,957 $870K 0.18% +1,747 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: 2,895 shares; 2024Q4: 3,892 shares; 2025Q1: 4,202 shares; 2025Q2: 4,025 shares; 2025Q3: 3,903 shares; 2025Q4: 4,000 shares 4,000 $868K 0.18% +97 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,187 shares; 2025Q1: 1,198 shares; 2025Q2: 1,199 shares; 2025Q3: 1,210 shares; 2025Q4: 1,262 shares 1,262 $861K 0.18% +52 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: 2,218 shares; 2024Q4: 2,781 shares; 2025Q1: 2,702 shares; 2025Q2: 2,670 shares; 2025Q3: 1,588 shares; 2025Q4: 2,905 shares 2,905 $860K 0.18% +1,317 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: not reported; 2024Q4: 3,655 shares; 2025Q1: 3,732 shares; 2025Q2: 3,732 shares; 2025Q3: 3,702 shares; 2025Q4: 4,017 shares 4,017 $845K 0.18% +315 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,288 shares; 2025Q1: 31,969 shares; 2025Q2: 33,487 shares; 2025Q3: 34,350 shares; 2025Q4: 50,597 shares 50,597 $834K 0.18% +16,247 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,952 shares; 2025Q1: 13,907 shares; 2025Q2: 14,908 shares; 2025Q3: 15,210 shares; 2025Q4: 14,221 shares 14,221 $820K 0.17% -989 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 24,967 shares; 2025Q2: 25,565 shares; 2025Q3: 27,488 shares; 2025Q4: 28,873 shares 28,873 $819K 0.17% +1,385 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: 600 shares; 2024Q4: 1,350 shares; 2025Q1: 711 shares; 2025Q2: 703 shares; 2025Q3: not reported; 2025Q4: 1,332 shares 1,332 $818K 0.17% new Timeline DBEF 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: 6,184 shares; 2024Q4: 12,592 shares; 2025Q1: 14,941 shares; 2025Q2: 15,190 shares; 2025Q3: 16,184 shares; 2025Q4: 16,928 shares 16,928 $814K 0.17% +744 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: 14,416 shares; 2025Q1: 14,383 shares; 2025Q2: 14,414 shares; 2025Q3: 14,421 shares; 2025Q4: 14,513 shares 14,513 $798K 0.17% +92 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: 830 shares; 2024Q4: 939 shares; 2025Q1: 889 shares; 2025Q2: 949 shares; 2025Q3: 1,067 shares; 2025Q4: 1,385 shares 1,385 $793K 0.17% +318 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: not reported; 2024Q4: 3,476 shares; 2025Q1: 3,393 shares; 2025Q2: 3,693 shares; 2025Q3: 3,692 shares; 2025Q4: 3,723 shares 3,723 $789K 0.17% +31 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: 694 shares; 2025Q1: 674 shares; 2025Q2: 649 shares; 2025Q3: 649 shares; 2025Q4: 7,865 shares 7,865 $737K 0.16% +7,216 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,186 shares; 2024Q4: 15,796 shares; 2025Q1: 17,339 shares; 2025Q2: 16,670 shares; 2025Q3: 19,171 shares; 2025Q4: 19,330 shares 19,330 $715K 0.15% +159 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,989 shares; 2024Q4: not reported; 2025Q1: 52,618 shares; 2025Q2: 41,660 shares; 2025Q3: 31,216 shares; 2025Q4: 33,349 shares 33,349 $709K 0.15% +2,133 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,988 shares; 2024Q4: 11,347 shares; 2025Q1: 12,733 shares; 2025Q2: 12,054 shares; 2025Q3: 12,142 shares; 2025Q4: 10,256 shares 10,256 $681K 0.14% -1,886 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: 5,354 shares; 2024Q4: 3,848 shares; 2025Q1: 1,848 shares; 2025Q2: 2,159 shares; 2025Q3: not reported; 2025Q4: 4,723 shares 4,723 $680K 0.14% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,060 shares 17,060 $654K 0.14% new 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: 13,004 shares; 2024Q4: 13,349 shares; 2025Q1: 13,416 shares; 2025Q2: 13,514 shares; 2025Q3: not reported; 2025Q4: 9,406 shares 9,406 $653K 0.14% new 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: 5,121 shares; 2024Q4: 6,439 shares; 2025Q1: 5,972 shares; 2025Q2: 6,119 shares; 2025Q3: 5,436 shares; 2025Q4: 14,424 shares 14,424 $645K 0.14% +8,988 Timeline COPX 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: 8,009 shares; 2024Q4: 8,134 shares; 2025Q1: 8,616 shares; 2025Q2: 8,477 shares; 2025Q3: 8,916 shares; 2025Q4: 8,916 shares 8,916 $640K 0.13% 0 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: 25,173 shares; 2025Q1: 23,619 shares; 2025Q2: 25,729 shares; 2025Q3: 25,157 shares; 2025Q4: 25,600 shares 25,600 $636K 0.13% +443 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: 4,012 shares; 2025Q1: 4,472 shares; 2025Q2: 4,455 shares; 2025Q3: not reported; 2025Q4: 4,766 shares 4,766 $624K 0.13% new Timeline DMAC DIAMEDICA THERAPEUTICS INC More: the full row for DIAMEDICA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,160 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 77,405 shares 77,405 $616K 0.13% +67,405 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: 5,273 shares; 2025Q1: 6,137 shares; 2025Q2: 6,963 shares; 2025Q3: 7,601 shares; 2025Q4: 9,485 shares 9,485 $607K 0.13% +1,884 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: 3,247 shares; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 3,725 shares; 2025Q3: not reported; 2025Q4: 3,588 shares 3,588 $606K 0.13% new Timeline DFAT 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: 9,944 shares; 2024Q4: 9,886 shares; 2025Q1: 9,916 shares; 2025Q2: 9,961 shares; 2025Q3: 10,008 shares; 2025Q4: 10,048 shares 10,048 $598K 0.13% +40 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 791 shares 791 $596K 0.13% +319 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,273 shares; 2025Q1: 9,728 shares; 2025Q2: 9,780 shares; 2025Q3: 7,996 shares; 2025Q4: 8,416 shares 8,416 $588K 0.12% +420 Timeline DFIC 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: 16,447 shares; 2024Q4: 16,582 shares; 2025Q1: 16,632 shares; 2025Q2: 16,859 shares; 2025Q3: 16,929 shares; 2025Q4: 17,048 shares 17,048 $587K 0.12% +119 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: 5,225 shares; 2024Q4: 8,209 shares; 2025Q1: 8,409 shares; 2025Q2: 8,284 shares; 2025Q3: 8,284 shares; 2025Q4: 8,284 shares 8,284 $566K 0.12% 0 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: not reported; 2024Q4: 571 shares; 2025Q1: 541 shares; 2025Q2: 536 shares; 2025Q3: 546 shares; 2025Q4: 656 shares 656 $566K 0.12% +110 Timeline FXI 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: 14,742 shares 14,742 $564K 0.12% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,022 shares; 2025Q1: 12,875 shares; 2025Q2: 9,397 shares; 2025Q3: 8,948 shares; 2025Q4: 9,357 shares 9,357 $563K 0.12% +409 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,409 shares; 2025Q4: 21,069 shares 21,069 $562K 0.12% +9,660 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: 681 shares; 2024Q4: 453 shares; 2025Q1: 478 shares; 2025Q2: 503 shares; 2025Q3: 559 shares; 2025Q4: 634 shares 634 $557K 0.12% +75 Timeline SIL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,701 shares; 2025Q3: 4,706 shares; 2025Q4: 6,606 shares 6,606 $552K 0.12% +1,900 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,860 shares; 2025Q3: 1,771 shares; 2025Q4: 1,889 shares 1,889 $539K 0.11% +118 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,193 shares 15,193 $537K 0.11% new 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: not reported; 2024Q4: 5,298 shares; 2025Q1: 5,022 shares; 2025Q2: 5,032 shares; 2025Q3: 4,729 shares; 2025Q4: 4,697 shares 4,697 $534K 0.11% -32 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,786 shares; 2024Q4: 7,210 shares; 2025Q1: 8,085 shares; 2025Q2: 7,122 shares; 2025Q3: 8,045 shares; 2025Q4: 10,912 shares 10,912 $532K 0.11% +2,867 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 2,801 shares; 2025Q1: 2,795 shares; 2025Q2: 2,799 shares; 2025Q3: not reported; 2025Q4: 2,828 shares 2,828 $524K 0.11% new Timeline AOA 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: 2,578 shares; 2025Q4: 5,769 shares 5,769 $517K 0.11% +3,191 Timeline ACWV 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: 1,922 shares; 2025Q1: not reported; 2025Q2: 1,903 shares; 2025Q3: 3,019 shares; 2025Q4: 4,220 shares 4,220 $501K 0.11% +1,201 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: not reported; 2025Q2: not reported; 2025Q3: 1,236 shares; 2025Q4: 1,388 shares 1,388 $500K 0.11% +152 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,237 shares; 2025Q1: 3,230 shares; 2025Q2: 3,230 shares; 2025Q3: 3,229 shares; 2025Q4: 3,292 shares 3,292 $498K 0.1% +63 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: 5,739 shares; 2025Q1: 5,870 shares; 2025Q2: 5,573 shares; 2025Q3: 5,320 shares; 2025Q4: 5,263 shares 5,263 $493K 0.1% -57 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: 1,379 shares; 2025Q1: 1,505 shares; 2025Q2: 1,615 shares; 2025Q3: 1,644 shares; 2025Q4: 1,576 shares 1,576 $493K 0.1% -68 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,745 shares; 2025Q1: 2,545 shares; 2025Q2: 2,511 shares; 2025Q3: 3,298 shares; 2025Q4: 3,419 shares 3,419 $482K 0.1% +121 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: 12,215 shares; 2024Q4: 18,353 shares; 2025Q1: 19,315 shares; 2025Q2: 5,592 shares; 2025Q3: 5,009 shares; 2025Q4: 4,541 shares 4,541 $478K 0.1% -468 Timeline IDEV 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: 4,109 shares; 2025Q1: 4,372 shares; 2025Q2: 4,239 shares; 2025Q3: 4,658 shares; 2025Q4: 5,782 shares 5,782 $477K 0.1% +1,124 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 836 shares; 2025Q1: 902 shares; 2025Q2: 1,017 shares; 2025Q3: 1,024 shares; 2025Q4: 994 shares 994 $467K 0.1% -30 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,548 shares; 2024Q4: 15,306 shares; 2025Q1: 15,143 shares; 2025Q2: 16,381 shares; 2025Q3: 15,596 shares; 2025Q4: 17,781 shares 17,781 $466K 0.1% +2,185 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,082 shares; 2025Q4: 9,780 shares 9,780 $463K 0.1% +2,698 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: 2,794 shares; 2025Q1: 2,789 shares; 2025Q2: 2,799 shares; 2025Q3: not reported; 2025Q4: 2,840 shares 2,840 $457K 0.1% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,067 shares; 2025Q2: 1,234 shares; 2025Q3: 1,356 shares; 2025Q4: 1,434 shares 1,434 $442K 0.09% +78 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,820 shares; 2025Q4: 6,820 shares 6,820 $439K 0.09% +2,000 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: not reported; 2024Q4: 3,361 shares; 2025Q1: 3,402 shares; 2025Q2: 2,841 shares; 2025Q3: 5,128 shares; 2025Q4: 5,246 shares 5,246 $439K 0.09% +118 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: 9,051 shares; 2025Q1: 9,051 shares; 2025Q2: 9,051 shares; 2025Q3: not reported; 2025Q4: 13,610 shares 13,610 $436K 0.09% 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: not reported; 2024Q4: 2,232 shares; 2025Q1: 2,230 shares; 2025Q2: 1,880 shares; 2025Q3: 1,805 shares; 2025Q4: 2,006 shares 2,006 $436K 0.09% +201 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,664 shares; 2025Q3: 9,919 shares; 2025Q4: 8,760 shares 8,760 $435K 0.09% -1,159 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 640 shares; 2025Q1: 504 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 494 shares 494 $434K 0.09% -11 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: not reported; 2024Q4: 18,074 shares; 2025Q1: 18,728 shares; 2025Q2: 18,728 shares; 2025Q3: 18,728 shares; 2025Q4: 18,539 shares 18,539 $427K 0.09% -189 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,055 shares; 2025Q1: 11,865 shares; 2025Q2: 11,868 shares; 2025Q3: 11,867 shares; 2025Q4: 12,117 shares 12,117 $426K 0.09% +250 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: 1,882 shares; 2024Q4: 2,828 shares; 2025Q1: 2,828 shares; 2025Q2: 2,647 shares; 2025Q3: 2,517 shares; 2025Q4: 2,746 shares 2,746 $425K 0.09% +229 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,267 shares; 2025Q1: 1,992 shares; 2025Q2: 1,890 shares; 2025Q3: 1,816 shares; 2025Q4: 1,835 shares 1,835 $418K 0.09% +19 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,345 shares 4,345 $417K 0.09% new 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: not reported; 2024Q4: 959 shares; 2025Q1: 940 shares; 2025Q2: 929 shares; 2025Q3: 894 shares; 2025Q4: 894 shares 894 $416K 0.09% 0 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,639 shares; 2024Q4: 124,237 shares; 2025Q1: 122,882 shares; 2025Q2: 131,135 shares; 2025Q3: 75,858 shares; 2025Q4: 64,865 shares 64,865 $413K 0.09% -10,993 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: not reported; 2025Q2: 1,836 shares; 2025Q3: 2,938 shares; 2025Q4: 3,383 shares 3,383 $404K 0.08% +445 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: not reported; 2024Q4: 13,453 shares; 2025Q1: 14,322 shares; 2025Q2: 13,549 shares; 2025Q3: 13,053 shares; 2025Q4: 13,030 shares 13,030 $403K 0.08% -23 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: not reported; 2024Q4: 3,257 shares; 2025Q1: 3,034 shares; 2025Q2: 3,067 shares; 2025Q3: 3,096 shares; 2025Q4: 3,286 shares 3,286 $403K 0.08% +190 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,693 shares; 2025Q1: 1,629 shares; 2025Q2: 1,579 shares; 2025Q3: 1,554 shares; 2025Q4: 1,655 shares 1,655 $399K 0.08% +101 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,738 shares; 2025Q2: 10,738 shares; 2025Q3: 10,927 shares; 2025Q4: 11,130 shares 11,130 $393K 0.08% +203 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: 2,923 shares; 2025Q1: 3,030 shares; 2025Q2: 3,111 shares; 2025Q3: 3,128 shares; 2025Q4: 3,128 shares 3,128 $392K 0.08% 0 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: not reported; 2024Q4: 6,610 shares; 2025Q1: 6,025 shares; 2025Q2: 4,753 shares; 2025Q3: 4,344 shares; 2025Q4: 5,050 shares 5,050 $389K 0.08% +706 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: 2,059 shares; 2024Q4: 2,158 shares; 2025Q1: 1,608 shares; 2025Q2: 1,611 shares; 2025Q3: 1,355 shares; 2025Q4: 2,700 shares 2,700 $387K 0.08% +1,345 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 1,323 shares 1,323 $380K 0.08% +1,102 Timeline QTOP 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: 9,566 shares; 2025Q3: 9,566 shares; 2025Q4: 11,738 shares 11,738 $375K 0.08% +2,172 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,552 shares; 2025Q1: 2,517 shares; 2025Q2: 3,071 shares; 2025Q3: 2,889 shares; 2025Q4: 3,138 shares 3,138 $368K 0.08% +249 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: 25,820 shares; 2024Q4: 37,312 shares; 2025Q1: 41,203 shares; 2025Q2: 48,891 shares; 2025Q3: 23,614 shares; 2025Q4: 27,088 shares 27,088 $368K 0.08% +3,474 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: 4,580 shares; 2024Q4: 5,594 shares; 2025Q1: 4,577 shares; 2025Q2: 4,439 shares; 2025Q3: 4,950 shares; 2025Q4: 5,452 shares 5,452 $366K 0.08% +502 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: not reported; 2024Q4: 2,221 shares; 2025Q1: 2,221 shares; 2025Q2: 2,221 shares; 2025Q3: 2,558 shares; 2025Q4: 3,843 shares 3,843 $366K 0.08% +1,285 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,285 shares; 2025Q1: 2,412 shares; 2025Q2: 2,412 shares; 2025Q3: 2,477 shares; 2025Q4: 2,983 shares 2,983 $363K 0.08% +506 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: 3,001 shares; 2024Q4: 3,001 shares; 2025Q1: 3,001 shares; 2025Q2: 3,001 shares; 2025Q3: not reported; 2025Q4: 3,010 shares 3,010 $362K 0.08% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,735 shares; 2025Q1: 2,656 shares; 2025Q2: 1,845 shares; 2025Q3: 1,906 shares; 2025Q4: 1,925 shares 1,925 $353K 0.07% +19 Timeline MPLX MPLX LP More: the full row for MPLX LP 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: 6,613 shares 6,613 $353K 0.07% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 430 shares 430 $353K 0.07% new Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD 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: 38,600 shares 38,600 $350K 0.07% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,135 shares; 2025Q4: 4,292 shares 4,292 $344K 0.07% +157 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,487 shares; 2024Q4: 5,406 shares; 2025Q1: 2,882 shares; 2025Q2: 2,258 shares; 2025Q3: 2,420 shares; 2025Q4: 2,804 shares 2,804 $341K 0.07% +384 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: not reported; 2024Q4: 2,056 shares; 2025Q1: 2,000 shares; 2025Q2: 1,875 shares; 2025Q3: 1,633 shares; 2025Q4: 1,670 shares 1,670 $339K 0.07% +37 Timeline EMLP 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: 18,099 shares; 2024Q4: 18,469 shares; 2025Q1: 18,414 shares; 2025Q2: 9,386 shares; 2025Q3: not reported; 2025Q4: 8,898 shares 8,898 $337K 0.07% new Timeline URA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,255 shares; 2025Q3: 7,830 shares; 2025Q4: 7,830 shares 7,830 $335K 0.07% 0 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: 1,368 shares; 2024Q4: 1,441 shares; 2025Q1: 1,413 shares; 2025Q2: 1,423 shares; 2025Q3: 1,407 shares; 2025Q4: 1,708 shares 1,708 $333K 0.07% +301 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,986 shares; 2024Q4: 31,341 shares; 2025Q1: 32,242 shares; 2025Q2: 35,324 shares; 2025Q3: 19,552 shares; 2025Q4: 22,336 shares 22,336 $331K 0.07% +2,784 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,359 shares; 2025Q4: 2,714 shares 2,714 $317K 0.07% +355 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: 8,446 shares; 2024Q4: 20,421 shares; 2025Q1: 10,769 shares; 2025Q2: 11,017 shares; 2025Q3: 10,283 shares; 2025Q4: 12,712 shares 12,712 $317K 0.07% +2,429 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,952 shares; 2025Q1: 1,953 shares; 2025Q2: 1,953 shares; 2025Q3: not reported; 2025Q4: 1,912 shares 1,912 $312K 0.07% new Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,629 shares; 2025Q1: 42,629 shares; 2025Q2: 43,435 shares; 2025Q3: 41,814 shares; 2025Q4: 35,945 shares 35,945 $302K 0.06% -5,869 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,009 shares; 2024Q4: 1,869 shares; 2025Q1: 1,953 shares; 2025Q2: 1,861 shares; 2025Q3: 1,801 shares; 2025Q4: 1,804 shares 1,804 $292K 0.06% +3 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: not reported; 2024Q4: 3,974 shares; 2025Q1: 3,977 shares; 2025Q2: 4,491 shares; 2025Q3: not reported; 2025Q4: 5,405 shares 5,405 $292K 0.06% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,525 shares; 2025Q1: not reported; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,620 shares 1,620 $281K 0.06% +95 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,683 shares; 2025Q4: 7,412 shares 7,412 $280K 0.06% +729 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,152 shares 1,152 $279K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,390 shares 3,390 $277K 0.06% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,472 shares; 2025Q1: 2,473 shares; 2025Q2: 2,483 shares; 2025Q3: 2,432 shares; 2025Q4: 2,474 shares 2,474 $273K 0.06% +42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,455 shares; 2025Q3: 4,398 shares; 2025Q4: 5,690 shares 5,690 $272K 0.06% +1,292 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 571 shares; 2025Q4: 680 shares 680 $269K 0.06% +109 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,966 shares; 2025Q1: 12,966 shares; 2025Q2: 12,966 shares; 2025Q3: 12,966 shares; 2025Q4: 12,966 shares 12,966 $268K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,952 shares 4,952 $262K 0.06% new Timeline RNGR RANGER ENERGY SVCS INC More: the full row for RANGER ENERGY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,273 shares; 2024Q4: 13,273 shares; 2025Q1: 13,273 shares; 2025Q2: 13,273 shares; 2025Q3: 13,273 shares; 2025Q4: 18,273 shares 18,273 $255K 0.05% +5,000 Timeline SHYG 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: 5,833 shares 5,833 $250K 0.05% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,394 shares 3,394 $236K 0.05% new Timeline VSAT VIASAT INC More: the full row for VIASAT 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: 6,720 shares 6,720 $232K 0.05% new 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: 751 shares; 2024Q4: 752 shares; 2025Q1: not reported; 2025Q2: 668 shares; 2025Q3: 682 shares; 2025Q4: 618 shares 618 $229K 0.05% -64 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: not reported; 2024Q4: not reported; 2025Q1: 1,674 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 1,655 shares 1,655 $228K 0.05% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,488 shares; 2025Q1: 8,432 shares; 2025Q2: 8,494 shares; 2025Q3: 8,508 shares; 2025Q4: 8,220 shares 8,220 $226K 0.05% -288 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 66 shares 66 $224K 0.05% -3 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 1,887 shares 1,887 $224K 0.05% new Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,155 shares 3,155 $213K 0.04% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,558 shares; 2025Q3: 1,558 shares; 2025Q4: 1,558 shares 1,558 $212K 0.04% 0 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: 825 shares; 2025Q1: 709 shares; 2025Q2: 733 shares; 2025Q3: 676 shares; 2025Q4: 690 shares 690 $211K 0.04% +14 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: 1,437 shares; 2025Q4: 1,823 shares 1,823 $206K 0.04% +386 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,861 shares; 2025Q1: 8,893 shares; 2025Q2: 9,191 shares; 2025Q3: 8,789 shares; 2025Q4: 8,696 shares 8,696 $206K 0.04% -93 Timeline IAT 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: 3,735 shares 3,735 $206K 0.04% new Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 4,000 shares 4,000 $205K 0.04% new Timeline TAXE T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 4,000 shares 4,000 $204K 0.04% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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: 1,021 shares 1,021 $203K 0.04% new Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,446 shares; 2025Q1: 10,446 shares; 2025Q2: 10,446 shares; 2025Q3: 10,446 shares; 2025Q4: 15,310 shares 15,310 $194K 0.04% +4,864 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,069 shares; 2025Q1: 35,325 shares; 2025Q2: 35,325 shares; 2025Q3: 36,395 shares; 2025Q4: 36,531 shares 36,531 $153K 0.03% +136 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $133K 0.03% 0 Timeline PROP PRAIRIE OPER CO More: the full row for PRAIRIE OPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,500 shares; 2025Q1: 37,180 shares; 2025Q2: 50,130 shares; 2025Q3: 71,455 shares; 2025Q4: 62,455 shares 62,455 $106K 0.02% -9,000 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE 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: 12,254 shares; 2025Q4: 10,085 shares 10,085 $105K 0.02% -2,169 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,200 shares 10,200 $89.4K 0.02% 0 Timeline PAAI PARADIUMAI INC More: the full row for PARADIUMAI 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: 22,000 shares 22,000 $88K 0.02% new Timeline ACHV ACHIEVE LIFE SCIENCE INC More: the full row for ACHIEVE LIFE SCIENCE 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: 12,850 shares 12,850 $63.9K 0.01% new Timeline