SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,601,598 shares; 2024Q4: 1,663,931 shares; 2025Q1: 1,724,275 shares; 2025Q2: 1,770,576 shares; 2025Q3: 1,735,378 shares; 2025Q4: 1,766,314 shares 1,766,314 $100M 7.67% +30,936 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: 127,744 shares; 2024Q4: 130,474 shares; 2025Q1: 130,451 shares; 2025Q2: 131,523 shares; 2025Q3: 134,643 shares; 2025Q4: 138,166 shares 138,166 $67.4M 5.16% +3,523 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: 725,390 shares; 2024Q4: 744,607 shares; 2025Q1: 774,389 shares; 2025Q2: 792,654 shares; 2025Q3: 811,947 shares; 2025Q4: 814,807 shares 814,807 $53.8M 4.11% +2,860 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: 121,443 shares; 2024Q4: 130,030 shares; 2025Q1: 139,120 shares; 2025Q2: 138,694 shares; 2025Q3: 138,396 shares; 2025Q4: 146,995 shares 146,995 $40M 3.06% +8,599 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: 473,133 shares; 2024Q4: 492,195 shares; 2025Q1: 506,912 shares; 2025Q2: 528,628 shares; 2025Q3: 540,664 shares; 2025Q4: 562,722 shares 562,722 $37.8M 2.89% +22,058 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: 304,976 shares; 2024Q4: 310,935 shares; 2025Q1: 306,106 shares; 2025Q2: 305,034 shares; 2025Q3: 307,603 shares; 2025Q4: 307,194 shares 307,194 $36.9M 2.82% -409 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425,060 shares; 2024Q4: 1,482,254 shares; 2025Q1: 1,525,910 shares; 2025Q2: 1,690,797 shares; 2025Q3: 1,757,223 shares; 2025Q4: 1,781,635 shares 1,781,635 $32.5M 2.48% +24,412 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 861,349 shares; 2025Q3: 871,349 shares; 2025Q4: 860,916 shares 860,916 $30.4M 2.32% -10,433 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,223 shares; 2024Q4: 57,092 shares; 2025Q1: 70,313 shares; 2025Q2: 450,808 shares; 2025Q3: 459,402 shares; 2025Q4: 467,341 shares 467,341 $27.2M 2.08% +7,939 Timeline IYF 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: 188,646 shares; 2024Q4: 193,219 shares; 2025Q1: 195,534 shares; 2025Q2: 197,514 shares; 2025Q3: 199,812 shares; 2025Q4: 200,660 shares 200,660 $25.9M 1.98% +848 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: 235,319 shares; 2024Q4: 289,240 shares; 2025Q1: 329,315 shares; 2025Q2: 350,182 shares; 2025Q3: 379,622 shares; 2025Q4: 420,285 shares 420,285 $19.9M 1.52% +40,663 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: 49,371 shares; 2024Q4: 54,094 shares; 2025Q1: 54,811 shares; 2025Q2: 55,353 shares; 2025Q3: 55,852 shares; 2025Q4: 57,198 shares 57,198 $18.4M 1.41% +1,346 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: 22,274 shares; 2024Q4: 23,431 shares; 2025Q1: 23,526 shares; 2025Q2: 24,570 shares; 2025Q3: 25,076 shares; 2025Q4: 26,313 shares 26,313 $17.9M 1.37% +1,237 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: 64,034 shares; 2024Q4: 70,515 shares; 2025Q1: 68,963 shares; 2025Q2: 70,522 shares; 2025Q3: 73,005 shares; 2025Q4: 76,293 shares 76,293 $17.6M 1.35% +3,288 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: 29,667 shares; 2024Q4: 29,987 shares; 2025Q1: 29,875 shares; 2025Q2: 31,076 shares; 2025Q3: 31,662 shares; 2025Q4: 33,223 shares 33,223 $16.1M 1.23% +1,561 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: 142,713 shares; 2024Q4: 144,408 shares; 2025Q1: 148,053 shares; 2025Q2: 152,311 shares; 2025Q3: 152,555 shares; 2025Q4: 146,446 shares 146,446 $15.6M 1.2% -6,109 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,329 shares; 2024Q4: 136,944 shares; 2025Q1: 144,650 shares; 2025Q2: 151,239 shares; 2025Q3: 157,280 shares; 2025Q4: 165,951 shares 165,951 $15.6M 1.19% +8,671 Timeline JPIE 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: 284,521 shares; 2024Q4: 299,392 shares; 2025Q1: 306,208 shares; 2025Q2: 320,004 shares; 2025Q3: 328,605 shares; 2025Q4: 335,466 shares 335,466 $15.5M 1.19% +6,861 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: 10,431 shares; 2024Q4: 340,888 shares; 2025Q1: 215,237 shares; 2025Q2: 230,463 shares; 2025Q3: 347,963 shares; 2025Q4: 307,817 shares 307,817 $15.3M 1.17% -40,146 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: not reported; 2024Q4: not reported; 2025Q1: 172,152 shares; 2025Q2: 175,192 shares; 2025Q3: 249,202 shares; 2025Q4: 311,959 shares 311,959 $14.8M 1.13% +62,757 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576,285 shares; 2024Q4: 573,910 shares; 2025Q1: 581,397 shares; 2025Q2: 262,839 shares; 2025Q3: 263,284 shares; 2025Q4: 255,351 shares 255,351 $14.6M 1.12% -7,933 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 195,745 shares; 2025Q3: 195,745 shares; 2025Q4: 229,078 shares 229,078 $14M 1.07% +33,333 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,192 shares; 2024Q4: 351,920 shares; 2025Q1: 357,320 shares; 2025Q2: 349,109 shares; 2025Q3: 258,002 shares; 2025Q4: 268,763 shares 268,763 $13.6M 1.04% +10,761 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,124 shares; 2024Q4: 306,441 shares; 2025Q1: 316,749 shares; 2025Q2: 320,286 shares; 2025Q3: 322,449 shares; 2025Q4: 325,182 shares 325,182 $13.5M 1.03% +2,733 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: 32,443 shares; 2024Q4: 39,952 shares; 2025Q1: 39,128 shares; 2025Q2: 40,513 shares; 2025Q3: 40,094 shares; 2025Q4: 41,047 shares 41,047 $12.8M 0.98% +953 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,542 shares; 2024Q4: 203,507 shares; 2025Q1: 215,258 shares; 2025Q2: 216,086 shares; 2025Q3: 225,684 shares; 2025Q4: 223,703 shares 223,703 $12M 0.92% -1,981 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: 9,094 shares; 2024Q4: 13,928 shares; 2025Q1: 15,243 shares; 2025Q2: 17,414 shares; 2025Q3: 17,754 shares; 2025Q4: 18,029 shares 18,029 $11.3M 0.86% +275 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,316 shares; 2024Q4: 111,942 shares; 2025Q1: 116,701 shares; 2025Q2: 121,354 shares; 2025Q3: 126,392 shares; 2025Q4: 132,857 shares 132,857 $10.6M 0.81% +6,465 Timeline AVDV 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: 81,933 shares; 2024Q4: 86,567 shares; 2025Q1: 91,560 shares; 2025Q2: 94,836 shares; 2025Q3: 104,076 shares; 2025Q4: 112,478 shares 112,478 $10.6M 0.81% +8,402 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: 76,994 shares; 2024Q4: 86,750 shares; 2025Q1: 111,204 shares; 2025Q2: 229,373 shares; 2025Q3: 235,655 shares; 2025Q4: 237,999 shares 237,999 $10.4M 0.79% +2,344 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: 23,313 shares; 2024Q4: 22,640 shares; 2025Q1: 23,091 shares; 2025Q2: 22,408 shares; 2025Q3: 22,655 shares; 2025Q4: 22,815 shares 22,815 $10.3M 0.78% +160 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,721 shares; 2024Q4: 21,800 shares; 2025Q1: 21,779 shares; 2025Q2: 21,751 shares; 2025Q3: 22,005 shares; 2025Q4: 21,933 shares 21,933 $9.75M 0.75% -72 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: 105,604 shares; 2024Q4: 106,458 shares; 2025Q1: 107,684 shares; 2025Q2: 110,435 shares; 2025Q3: 111,308 shares; 2025Q4: 111,799 shares 111,799 $9.64M 0.74% +491 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: 33,614 shares; 2024Q4: 37,262 shares; 2025Q1: 41,745 shares; 2025Q2: 45,347 shares; 2025Q3: 48,628 shares; 2025Q4: 51,133 shares 51,133 $9.54M 0.73% +2,505 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: 10,816 shares; 2024Q4: 11,538 shares; 2025Q1: 12,463 shares; 2025Q2: 13,954 shares; 2025Q3: 14,302 shares; 2025Q4: 15,002 shares 15,002 $9.22M 0.7% +700 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: 17,507 shares; 2024Q4: 31,857 shares; 2025Q1: 31,564 shares; 2025Q2: 31,039 shares; 2025Q3: 28,594 shares; 2025Q4: 29,285 shares 29,285 $9.19M 0.7% +691 Timeline FMNY FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,830 shares; 2024Q4: 165,628 shares; 2025Q1: 167,409 shares; 2025Q2: 175,749 shares; 2025Q3: 320,049 shares; 2025Q4: 329,205 shares 329,205 $8.79M 0.67% +9,156 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,653 shares; 2024Q4: 173,896 shares; 2025Q1: 187,075 shares; 2025Q2: 203,951 shares; 2025Q3: 229,669 shares; 2025Q4: 231,728 shares 231,728 $8.48M 0.65% +2,059 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,536 shares; 2024Q4: 141,216 shares; 2025Q1: 133,036 shares; 2025Q2: 140,880 shares; 2025Q3: 151,337 shares; 2025Q4: 163,412 shares 163,412 $8.08M 0.62% +12,075 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,433 shares; 2024Q4: 155,915 shares; 2025Q1: 154,312 shares; 2025Q2: 155,596 shares; 2025Q3: 168,577 shares; 2025Q4: 175,381 shares 175,381 $7.8M 0.6% +6,804 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: 9,550 shares; 2024Q4: 9,904 shares; 2025Q1: 9,868 shares; 2025Q2: 10,661 shares; 2025Q3: 10,636 shares; 2025Q4: 11,760 shares 11,760 $7.76M 0.59% +1,124 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: 32,041 shares; 2024Q4: 32,846 shares; 2025Q1: 38,134 shares; 2025Q2: 36,292 shares; 2025Q3: 37,332 shares; 2025Q4: 39,588 shares 39,588 $7.58M 0.58% +2,256 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: 4,862 shares; 2024Q4: 4,959 shares; 2025Q1: 5,326 shares; 2025Q2: 7,710 shares; 2025Q3: 9,546 shares; 2025Q4: 9,922 shares 9,922 $7.48M 0.57% +376 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: 5,814 shares; 2024Q4: 6,028 shares; 2025Q1: 6,131 shares; 2025Q2: 6,385 shares; 2025Q3: 6,629 shares; 2025Q4: 6,699 shares 6,699 $7.2M 0.55% +70 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: 12,544 shares; 2024Q4: 12,512 shares; 2025Q1: 12,734 shares; 2025Q2: 13,250 shares; 2025Q3: 13,227 shares; 2025Q4: 14,039 shares 14,039 $7.06M 0.54% +812 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: 18,202 shares; 2024Q4: 18,436 shares; 2025Q1: 17,044 shares; 2025Q2: 18,263 shares; 2025Q3: 19,172 shares; 2025Q4: 20,085 shares 20,085 $6.95M 0.53% +913 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,916 shares; 2024Q4: 30,091 shares; 2025Q1: 35,033 shares; 2025Q2: 38,237 shares; 2025Q3: 42,102 shares; 2025Q4: 43,804 shares 43,804 $6.79M 0.52% +1,702 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 258,092 shares; 2025Q4: 262,390 shares 262,390 $6.72M 0.51% +4,298 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,766 shares; 2025Q4: 77,103 shares 77,103 $6.45M 0.49% +14,337 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,576 shares; 2024Q4: 127,427 shares; 2025Q1: 130,308 shares; 2025Q2: 152,926 shares; 2025Q3: 183,598 shares; 2025Q4: 195,957 shares 195,957 $6.39M 0.49% +12,359 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: 7,842 shares; 2024Q4: 8,616 shares; 2025Q1: 8,530 shares; 2025Q2: 9,414 shares; 2025Q3: 9,402 shares; 2025Q4: 9,155 shares 9,155 $6.27M 0.48% -247 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: 35,836 shares; 2024Q4: 36,863 shares; 2025Q1: 38,555 shares; 2025Q2: 36,374 shares; 2025Q3: 35,557 shares; 2025Q4: 39,349 shares 39,349 $6.09M 0.47% +3,792 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,791 shares; 2024Q4: 213,020 shares; 2025Q1: 221,218 shares; 2025Q2: 197,955 shares; 2025Q3: 181,908 shares; 2025Q4: 120,373 shares 120,373 $6.09M 0.47% -61,535 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: 55,842 shares; 2024Q4: 56,446 shares; 2025Q1: 55,551 shares; 2025Q2: 50,914 shares; 2025Q3: 50,781 shares; 2025Q4: 50,319 shares 50,319 $6.06M 0.46% -462 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: 15,377 shares; 2024Q4: 15,740 shares; 2025Q1: 15,522 shares; 2025Q2: 15,801 shares; 2025Q3: 15,855 shares; 2025Q4: 16,985 shares 16,985 $5.96M 0.46% +1,130 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: 62,037 shares; 2024Q4: 64,060 shares; 2025Q1: 58,797 shares; 2025Q2: 58,452 shares; 2025Q3: 63,482 shares; 2025Q4: 128,837 shares 128,837 $5.76M 0.44% +65,355 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: 15,051 shares; 2024Q4: 16,639 shares; 2025Q1: 14,560 shares; 2025Q2: 14,782 shares; 2025Q3: 16,325 shares; 2025Q4: 39,634 shares 39,634 $5.71M 0.44% +23,309 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,344 shares; 2024Q4: 64,749 shares; 2025Q1: 65,241 shares; 2025Q2: 65,723 shares; 2025Q3: 65,974 shares; 2025Q4: 66,327 shares 66,327 $5.36M 0.41% +353 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,161 shares; 2024Q4: 85,680 shares; 2025Q1: 101,334 shares; 2025Q2: 113,674 shares; 2025Q3: 115,958 shares; 2025Q4: 116,478 shares 116,478 $5.18M 0.4% +520 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: 10,919 shares; 2024Q4: 22,220 shares; 2025Q1: 22,948 shares; 2025Q2: 24,191 shares; 2025Q3: 25,703 shares; 2025Q4: 27,143 shares 27,143 $5M 0.38% +1,440 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: 27,066 shares; 2024Q4: 27,981 shares; 2025Q1: 26,884 shares; 2025Q2: 26,671 shares; 2025Q3: 26,995 shares; 2025Q4: 26,095 shares 26,095 $4.64M 0.35% -900 Timeline GMNY GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,783 shares; 2025Q4: 91,010 shares 91,010 $4.55M 0.35% +76,227 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,416 shares; 2024Q4: 14,768 shares; 2025Q1: 16,925 shares; 2025Q2: 22,488 shares; 2025Q3: 22,940 shares; 2025Q4: 20,845 shares 20,845 $4.42M 0.34% -2,095 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,409 shares; 2024Q4: 34,373 shares; 2025Q1: 35,587 shares; 2025Q2: 34,760 shares; 2025Q3: 34,617 shares; 2025Q4: 35,370 shares 35,370 $4.36M 0.33% +753 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,700 shares; 2024Q4: 99,758 shares; 2025Q1: 94,619 shares; 2025Q2: 94,433 shares; 2025Q3: 81,722 shares; 2025Q4: 84,306 shares 84,306 $4.31M 0.33% +2,584 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: 18,571 shares; 2024Q4: 19,341 shares; 2025Q1: 18,801 shares; 2025Q2: 17,675 shares; 2025Q3: 17,031 shares; 2025Q4: 16,239 shares 16,239 $4.19M 0.32% -792 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: 93,707 shares; 2024Q4: 76,483 shares; 2025Q1: 51,451 shares; 2025Q2: 36,540 shares; 2025Q3: 21,402 shares; 2025Q4: 19,278 shares 19,278 $3.99M 0.31% -2,124 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,759 shares; 2025Q1: 22,760 shares; 2025Q2: 22,762 shares; 2025Q3: 22,838 shares; 2025Q4: 22,889 shares 22,889 $3.92M 0.3% +51 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: 21,004 shares; 2024Q4: 20,927 shares; 2025Q1: 21,329 shares; 2025Q2: 21,135 shares; 2025Q3: 20,505 shares; 2025Q4: 20,451 shares 20,451 $3.91M 0.3% -54 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,357 shares; 2024Q4: 100,450 shares; 2025Q1: 84,554 shares; 2025Q2: 89,631 shares; 2025Q3: 96,865 shares; 2025Q4: 77,443 shares 77,443 $3.9M 0.3% -19,422 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 3,799 shares; 2025Q1: 3,943 shares; 2025Q2: 4,156 shares; 2025Q3: 4,137 shares; 2025Q4: 4,290 shares 4,290 $3.77M 0.29% +153 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,871 shares; 2024Q4: 25,141 shares; 2025Q1: 29,589 shares; 2025Q2: 29,412 shares; 2025Q3: 30,114 shares; 2025Q4: 30,805 shares 30,805 $3.68M 0.28% +691 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,899 shares; 2024Q4: 13,287 shares; 2025Q1: 11,828 shares; 2025Q2: 11,800 shares; 2025Q3: 11,823 shares; 2025Q4: 11,828 shares 11,828 $3.56M 0.27% +5 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: 12,342 shares; 2024Q4: 9,986 shares; 2025Q1: 11,352 shares; 2025Q2: 13,142 shares; 2025Q3: 28,008 shares; 2025Q4: 40,403 shares 40,403 $3.47M 0.27% +12,395 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 5,703 shares; 2025Q1: 5,771 shares; 2025Q2: 5,961 shares; 2025Q3: 5,863 shares; 2025Q4: 5,906 shares 5,906 $3.42M 0.26% +43 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,416 shares; 2024Q4: 57,920 shares; 2025Q1: 57,544 shares; 2025Q2: 49,449 shares; 2025Q3: 63,681 shares; 2025Q4: 62,164 shares 62,164 $3.4M 0.26% -1,517 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,425 shares; 2024Q4: 19,192 shares; 2025Q1: 20,179 shares; 2025Q2: 20,797 shares; 2025Q3: 21,189 shares; 2025Q4: 21,935 shares 21,935 $3.38M 0.26% +746 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 132,044 shares; 2025Q4: 134,769 shares 134,769 $3.34M 0.26% +2,725 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: 20,394 shares; 2024Q4: 19,726 shares; 2025Q1: 19,765 shares; 2025Q2: 21,720 shares; 2025Q3: 17,338 shares; 2025Q4: 15,801 shares 15,801 $3.32M 0.25% -1,537 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,640 shares; 2024Q4: 11,631 shares; 2025Q1: 11,446 shares; 2025Q2: 11,960 shares; 2025Q3: 11,374 shares; 2025Q4: 11,424 shares 11,424 $3.32M 0.25% +50 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: 19,310 shares; 2024Q4: 20,039 shares; 2025Q1: 20,302 shares; 2025Q2: 19,776 shares; 2025Q3: 25,006 shares; 2025Q4: 29,098 shares 29,098 $3.24M 0.25% +4,092 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: 35,179 shares; 2024Q4: 35,728 shares; 2025Q1: 36,981 shares; 2025Q2: 41,559 shares; 2025Q3: 45,532 shares; 2025Q4: 49,854 shares 49,854 $3.11M 0.24% +4,322 Timeline NYF 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: 20,256 shares; 2024Q4: 24,322 shares; 2025Q1: 24,360 shares; 2025Q2: 33,128 shares; 2025Q3: 60,720 shares; 2025Q4: 58,135 shares 58,135 $3.11M 0.24% -2,585 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: 9,734 shares; 2024Q4: 10,200 shares; 2025Q1: 10,436 shares; 2025Q2: 12,041 shares; 2025Q3: 12,891 shares; 2025Q4: 14,151 shares 14,151 $3.07M 0.23% +1,260 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: 7,311 shares; 2024Q4: 7,352 shares; 2025Q1: 7,780 shares; 2025Q2: 7,986 shares; 2025Q3: 8,147 shares; 2025Q4: 7,444 shares 7,444 $2.95M 0.23% -703 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,570 shares; 2024Q4: 195,408 shares; 2025Q1: 220,215 shares; 2025Q2: 219,341 shares; 2025Q3: 232,250 shares; 2025Q4: 235,571 shares 235,571 $2.92M 0.22% +3,321 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,533 shares; 2024Q4: 24,639 shares; 2025Q1: 28,854 shares; 2025Q2: 29,683 shares; 2025Q3: 30,636 shares; 2025Q4: 68,222 shares 68,222 $2.91M 0.22% +37,586 Timeline PAVE 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: 21,079 shares; 2024Q4: 27,767 shares; 2025Q1: 37,794 shares; 2025Q2: 51,678 shares; 2025Q3: 55,910 shares; 2025Q4: 58,324 shares 58,324 $2.79M 0.21% +2,414 Timeline NCIQ HASHDEX NASDAQ CME CRYPTO More: the full row for HASHDEX NASDAQ CME CRYPTO 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: 93,788 shares; 2025Q4: 121,117 shares 121,117 $2.75M 0.21% +27,329 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,939 shares; 2024Q4: 5,017 shares; 2025Q1: 5,115 shares; 2025Q2: 5,415 shares; 2025Q3: 5,430 shares; 2025Q4: 5,605 shares 5,605 $2.71M 0.21% +175 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: 5,157 shares; 2024Q4: 4,894 shares; 2025Q1: 6,169 shares; 2025Q2: 6,260 shares; 2025Q3: 6,462 shares; 2025Q4: 5,700 shares 5,700 $2.7M 0.21% -762 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: 20,051 shares; 2024Q4: 20,796 shares; 2025Q1: 21,301 shares; 2025Q2: 22,388 shares; 2025Q3: 22,771 shares; 2025Q4: 22,938 shares 22,938 $2.61M 0.2% +167 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: 21,963 shares; 2024Q4: 21,278 shares; 2025Q1: 21,752 shares; 2025Q2: 17,530 shares; 2025Q3: 18,142 shares; 2025Q4: 17,017 shares 17,017 $2.59M 0.2% -1,125 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,085 shares; 2024Q4: 9,158 shares; 2025Q1: 9,168 shares; 2025Q2: 9,119 shares; 2025Q3: 9,108 shares; 2025Q4: 9,107 shares 9,107 $2.54M 0.19% -1 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,141 shares; 2024Q4: 36,679 shares; 2025Q1: 34,041 shares; 2025Q2: 34,554 shares; 2025Q3: 42,817 shares; 2025Q4: 29,621 shares 29,621 $2.45M 0.19% -13,196 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,393 shares; 2024Q4: 27,901 shares; 2025Q1: 33,010 shares; 2025Q2: 34,131 shares; 2025Q3: 31,589 shares; 2025Q4: 30,710 shares 30,710 $2.39M 0.18% -879 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: 5,997 shares; 2024Q4: 6,846 shares; 2025Q1: 6,718 shares; 2025Q2: 6,788 shares; 2025Q3: 6,605 shares; 2025Q4: 6,883 shares 6,883 $2.37M 0.18% +278 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,810 shares; 2024Q4: 5,806 shares; 2025Q1: 5,860 shares; 2025Q2: 6,017 shares; 2025Q3: 6,026 shares; 2025Q4: 6,693 shares 6,693 $2.24M 0.17% +667 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,911 shares; 2024Q4: 11,815 shares; 2025Q1: 10,820 shares; 2025Q2: 8,341 shares; 2025Q3: 9,840 shares; 2025Q4: 18,640 shares 18,640 $2.23M 0.17% +8,800 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,770 shares; 2024Q4: 15,864 shares; 2025Q1: 15,767 shares; 2025Q2: 15,866 shares; 2025Q3: 15,842 shares; 2025Q4: 15,711 shares 15,711 $2.22M 0.17% -131 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,678 shares; 2024Q4: 11,226 shares; 2025Q1: 16,455 shares; 2025Q2: 23,260 shares; 2025Q3: 20,016 shares; 2025Q4: 18,625 shares 18,625 $2.19M 0.17% -1,391 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,285 shares; 2024Q4: 31,286 shares; 2025Q1: 31,892 shares; 2025Q2: 40,752 shares; 2025Q3: 43,049 shares; 2025Q4: 44,094 shares 44,094 $2.17M 0.17% +1,045 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,845 shares; 2024Q4: 12,029 shares; 2025Q1: 11,877 shares; 2025Q2: 11,458 shares; 2025Q3: 10,593 shares; 2025Q4: 10,707 shares 10,707 $2.14M 0.16% +114 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,101 shares; 2024Q4: 22,576 shares; 2025Q1: 21,905 shares; 2025Q2: 20,552 shares; 2025Q3: 20,164 shares; 2025Q4: 18,996 shares 18,996 $2.12M 0.16% -1,168 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 1,900 shares; 2025Q1: 1,866 shares; 2025Q2: 2,381 shares; 2025Q3: 2,424 shares; 2025Q4: 22,305 shares 22,305 $2.09M 0.16% +19,881 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: 3,156 shares; 2024Q4: 3,652 shares; 2025Q1: 3,392 shares; 2025Q2: 3,363 shares; 2025Q3: 3,391 shares; 2025Q4: 3,634 shares 3,634 $2.08M 0.16% +243 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: 5,013 shares; 2024Q4: 4,973 shares; 2025Q1: 5,046 shares; 2025Q2: 4,749 shares; 2025Q3: 5,871 shares; 2025Q4: 6,307 shares 6,307 $2.08M 0.16% +436 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 70,741 shares 70,741 $2.08M 0.16% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,976 shares; 2024Q4: 5,353 shares; 2025Q1: 5,365 shares; 2025Q2: 5,260 shares; 2025Q3: 5,325 shares; 2025Q4: 6,758 shares 6,758 $2.07M 0.16% +1,433 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: 34,666 shares; 2024Q4: 26,168 shares; 2025Q1: 23,407 shares; 2025Q2: 26,890 shares; 2025Q3: 21,758 shares; 2025Q4: 23,073 shares 23,073 $2.06M 0.16% +1,315 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,945 shares; 2024Q4: 6,341 shares; 2025Q1: 6,343 shares; 2025Q2: 6,416 shares; 2025Q3: 8,140 shares; 2025Q4: 3,544 shares 3,544 $2.06M 0.16% -4,596 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,439 shares; 2024Q4: 12,971 shares; 2025Q1: 11,811 shares; 2025Q2: 11,415 shares; 2025Q3: 11,508 shares; 2025Q4: 11,574 shares 11,574 $2.05M 0.16% +66 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: 2,418 shares; 2024Q4: 3,137 shares; 2025Q1: 3,783 shares; 2025Q2: 4,803 shares; 2025Q3: 5,215 shares; 2025Q4: 5,640 shares 5,640 $2.03M 0.16% +425 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,584 shares; 2025Q1: 2,917 shares; 2025Q2: 3,123 shares; 2025Q3: 3,256 shares; 2025Q4: 3,539 shares 3,539 $2.01M 0.15% +283 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,150 shares; 2024Q4: 55,611 shares; 2025Q1: 53,864 shares; 2025Q2: 60,266 shares; 2025Q3: 74,544 shares; 2025Q4: 38,365 shares 38,365 $2M 0.15% -36,179 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: 8,888 shares; 2024Q4: 8,936 shares; 2025Q1: 9,155 shares; 2025Q2: 10,000 shares; 2025Q3: 10,330 shares; 2025Q4: 10,235 shares 10,235 $2M 0.15% -95 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: 42,779 shares; 2024Q4: 50,837 shares; 2025Q1: 51,663 shares; 2025Q2: 53,564 shares; 2025Q3: 60,394 shares; 2025Q4: 60,985 shares 60,985 $1.96M 0.15% +591 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: 10,612 shares; 2024Q4: 13,868 shares; 2025Q1: 12,923 shares; 2025Q2: 9,723 shares; 2025Q3: 9,390 shares; 2025Q4: 9,200 shares 9,200 $1.95M 0.15% -190 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,292 shares; 2024Q4: 15,041 shares; 2025Q1: 17,778 shares; 2025Q2: 20,428 shares; 2025Q3: 21,495 shares; 2025Q4: 22,063 shares 22,063 $1.86M 0.14% +568 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,288 shares; 2024Q4: 63,729 shares; 2025Q1: 67,431 shares; 2025Q2: 74,190 shares; 2025Q3: 79,393 shares; 2025Q4: 81,578 shares 81,578 $1.85M 0.14% +2,185 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: 9,413 shares; 2024Q4: 10,217 shares; 2025Q1: 10,195 shares; 2025Q2: 9,293 shares; 2025Q3: 9,479 shares; 2025Q4: 10,026 shares 10,026 $1.84M 0.14% +547 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 1,381 shares; 2025Q1: 1,409 shares; 2025Q2: 1,366 shares; 2025Q3: 1,512 shares; 2025Q4: 1,512 shares 1,512 $1.83M 0.14% 0 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: 15,243 shares; 2024Q4: 14,429 shares; 2025Q1: 14,465 shares; 2025Q2: 14,566 shares; 2025Q3: 12,985 shares; 2025Q4: 12,608 shares 12,608 $1.81M 0.14% -377 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,714 shares; 2024Q4: 28,073 shares; 2025Q1: 30,076 shares; 2025Q2: 30,933 shares; 2025Q3: 32,114 shares; 2025Q4: 32,766 shares 32,766 $1.79M 0.14% +652 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: 4,547 shares; 2024Q4: 4,398 shares; 2025Q1: 4,651 shares; 2025Q2: 4,549 shares; 2025Q3: 4,598 shares; 2025Q4: 4,802 shares 4,802 $1.78M 0.14% +204 Timeline BANK OF AMER CORP 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: 1,378 shares; 2024Q4: 1,213 shares; 2025Q1: 1,361 shares; 2025Q2: 1,270 shares; 2025Q3: 1,280 shares; 2025Q4: 1,383 shares 1,383 $1.73M 0.13% +103 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: 7,101 shares; 2024Q4: 7,207 shares; 2025Q1: 7,189 shares; 2025Q2: 8,113 shares; 2025Q3: 8,148 shares; 2025Q4: 8,835 shares 8,835 $1.72M 0.13% +687 Timeline IEUR 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: 14,277 shares; 2024Q4: 12,572 shares; 2025Q1: 20,628 shares; 2025Q2: 19,123 shares; 2025Q3: 22,208 shares; 2025Q4: 24,089 shares 24,089 $1.71M 0.13% +1,881 Timeline RAAX 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: 36,124 shares; 2024Q4: 36,663 shares; 2025Q1: 39,578 shares; 2025Q2: 44,340 shares; 2025Q3: 46,352 shares; 2025Q4: 48,346 shares 48,346 $1.69M 0.13% +1,994 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: 6,201 shares; 2024Q4: 7,107 shares; 2025Q1: 6,082 shares; 2025Q2: 5,738 shares; 2025Q3: 9,816 shares; 2025Q4: 6,724 shares 6,724 $1.68M 0.13% -3,092 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,538 shares; 2024Q4: 8,806 shares; 2025Q1: 9,177 shares; 2025Q2: 9,257 shares; 2025Q3: 10,524 shares; 2025Q4: 11,304 shares 11,304 $1.66M 0.13% +780 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,506 shares; 2024Q4: 12,443 shares; 2025Q1: 12,458 shares; 2025Q2: 12,484 shares; 2025Q3: 12,441 shares; 2025Q4: 12,342 shares 12,342 $1.65M 0.13% -99 Timeline USXF 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: 20,485 shares; 2024Q4: 27,392 shares; 2025Q1: 27,940 shares; 2025Q2: 27,756 shares; 2025Q3: 27,775 shares; 2025Q4: 27,815 shares 27,815 $1.6M 0.12% +40 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 1,342 shares; 2025Q1: 1,438 shares; 2025Q2: 1,585 shares; 2025Q3: 1,602 shares; 2025Q4: 1,801 shares 1,801 $1.55M 0.12% +199 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: 8,978 shares; 2024Q4: 6,477 shares; 2025Q1: 6,581 shares; 2025Q2: 6,622 shares; 2025Q3: 6,892 shares; 2025Q4: 6,740 shares 6,740 $1.54M 0.12% -152 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: 16,742 shares; 2024Q4: 21,119 shares; 2025Q1: 21,241 shares; 2025Q2: 23,640 shares; 2025Q3: 24,768 shares; 2025Q4: 27,260 shares 27,260 $1.5M 0.11% +2,492 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,910 shares; 2024Q4: 25,032 shares; 2025Q1: 25,380 shares; 2025Q2: 25,373 shares; 2025Q3: 25,485 shares; 2025Q4: 22,822 shares 22,822 $1.49M 0.11% -2,663 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,714 shares; 2024Q4: 4,806 shares; 2025Q1: 10,075 shares; 2025Q2: 17,904 shares; 2025Q3: 20,798 shares; 2025Q4: 20,895 shares 20,895 $1.49M 0.11% +97 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: 5,407 shares; 2024Q4: 5,429 shares; 2025Q1: 5,468 shares; 2025Q2: 5,693 shares; 2025Q3: 5,840 shares; 2025Q4: 5,965 shares 5,965 $1.38M 0.11% +125 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: 16,904 shares; 2024Q4: 15,921 shares; 2025Q1: 15,354 shares; 2025Q2: 15,561 shares; 2025Q3: 15,479 shares; 2025Q4: 16,664 shares 16,664 $1.37M 0.1% +1,185 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: 18,640 shares; 2024Q4: 22,996 shares; 2025Q1: 21,381 shares; 2025Q2: 17,800 shares; 2025Q3: 7,955 shares; 2025Q4: 6,666 shares 6,666 $1.32M 0.1% -1,289 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,863 shares; 2024Q4: 21,878 shares; 2025Q1: 21,878 shares; 2025Q2: 21,957 shares; 2025Q3: 22,086 shares; 2025Q4: 21,999 shares 21,999 $1.32M 0.1% -87 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,957 shares; 2024Q4: 78,957 shares; 2025Q1: 78,957 shares; 2025Q2: 78,957 shares; 2025Q3: 78,967 shares; 2025Q4: 78,957 shares 78,957 $1.32M 0.1% -10 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,394 shares; 2024Q4: 10,063 shares; 2025Q1: 10,213 shares; 2025Q2: 10,262 shares; 2025Q3: 9,188 shares; 2025Q4: 8,755 shares 8,755 $1.26M 0.1% -433 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD 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: 35,532 shares; 2025Q4: 28,995 shares 28,995 $1.23M 0.09% -6,537 Timeline EIPI 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: 72,576 shares; 2024Q4: 73,876 shares; 2025Q1: 72,876 shares; 2025Q2: 64,071 shares; 2025Q3: 62,071 shares; 2025Q4: 62,071 shares 62,071 $1.23M 0.09% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,411 shares; 2024Q4: 18,916 shares; 2025Q1: 13,880 shares; 2025Q2: 31,541 shares; 2025Q3: 19,644 shares; 2025Q4: 17,558 shares 17,558 $1.22M 0.09% -2,086 Timeline PGF 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: 78,822 shares; 2024Q4: 80,035 shares; 2025Q1: 81,246 shares; 2025Q2: 82,509 shares; 2025Q3: 83,803 shares; 2025Q4: 85,144 shares 85,144 $1.2M 0.09% +1,341 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,302 shares; 2024Q4: 15,294 shares; 2025Q1: 15,109 shares; 2025Q2: 14,957 shares; 2025Q3: 17,980 shares; 2025Q4: 19,664 shares 19,664 $1.2M 0.09% +1,684 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL 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: 24,049 shares 24,049 $1.19M 0.09% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,639 shares; 2025Q4: 37,874 shares 37,874 $1.18M 0.09% +8,235 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,622 shares; 2024Q4: 33,407 shares; 2025Q1: 53,535 shares; 2025Q2: 51,824 shares; 2025Q3: 73,497 shares; 2025Q4: 83,375 shares 83,375 $1.17M 0.09% +9,878 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,519 shares; 2024Q4: 33,059 shares; 2025Q1: 32,826 shares; 2025Q2: 31,762 shares; 2025Q3: 31,208 shares; 2025Q4: 29,932 shares 29,932 $1.17M 0.09% -1,276 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,316 shares; 2024Q4: 89,957 shares; 2025Q1: 72,772 shares; 2025Q2: 63,718 shares; 2025Q3: 55,205 shares; 2025Q4: 43,639 shares 43,639 $1.16M 0.09% -11,566 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 705 shares; 2025Q1: 1,865 shares; 2025Q2: 2,308 shares; 2025Q3: 2,400 shares; 2025Q4: 2,452 shares 2,452 $1.15M 0.09% +52 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: 12,863 shares; 2024Q4: 12,967 shares; 2025Q1: 10,517 shares; 2025Q2: 10,953 shares; 2025Q3: 6,052 shares; 2025Q4: 6,668 shares 6,668 $1.13M 0.09% +616 Timeline SCZ 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: 14,275 shares; 2024Q4: 13,089 shares; 2025Q1: 13,455 shares; 2025Q2: 13,807 shares; 2025Q3: 13,965 shares; 2025Q4: 14,500 shares 14,500 $1.12M 0.09% +535 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,550 shares; 2025Q1: 7,372 shares; 2025Q2: 6,763 shares; 2025Q3: 7,172 shares; 2025Q4: 6,965 shares 6,965 $1.12M 0.09% -207 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: 3,383 shares; 2024Q4: 3,380 shares; 2025Q1: 3,372 shares; 2025Q2: 3,378 shares; 2025Q3: 3,378 shares; 2025Q4: 3,621 shares 3,621 $1.12M 0.09% +243 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: 10,463 shares; 2024Q4: 10,530 shares; 2025Q1: 10,431 shares; 2025Q2: 10,787 shares; 2025Q3: 11,115 shares; 2025Q4: 14,247 shares 14,247 $1.1M 0.08% +3,132 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,918 shares; 2024Q4: 5,961 shares; 2025Q1: 5,978 shares; 2025Q2: 6,098 shares; 2025Q3: 6,119 shares; 2025Q4: 6,169 shares 6,169 $1.09M 0.08% +50 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 4,552 shares; 2025Q1: 4,670 shares; 2025Q2: 4,847 shares; 2025Q3: 4,930 shares; 2025Q4: 4,859 shares 4,859 $1.07M 0.08% -71 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,753 shares; 2024Q4: 12,865 shares; 2025Q1: 13,626 shares; 2025Q2: 13,808 shares; 2025Q3: 13,691 shares; 2025Q4: 12,036 shares 12,036 $1.07M 0.08% -1,655 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 634 shares; 2025Q1: 634 shares; 2025Q2: 634 shares; 2025Q3: 634 shares; 2025Q4: 629 shares 629 $1.06M 0.08% -5 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,081 shares; 2024Q4: 10,864 shares; 2025Q1: 11,612 shares; 2025Q2: 10,381 shares; 2025Q3: 11,601 shares; 2025Q4: 9,618 shares 9,618 $1.06M 0.08% -1,983 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: 7,273 shares; 2024Q4: 22,566 shares; 2025Q1: 23,640 shares; 2025Q2: 28,648 shares; 2025Q3: 33,707 shares; 2025Q4: 38,471 shares 38,471 $1.06M 0.08% +4,764 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,701 shares; 2024Q4: 2,683 shares; 2025Q1: 2,633 shares; 2025Q2: 2,301 shares; 2025Q3: 2,247 shares; 2025Q4: 2,191 shares 2,191 $1.05M 0.08% -56 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: 2,814 shares; 2024Q4: 2,761 shares; 2025Q1: 3,672 shares; 2025Q2: 3,443 shares; 2025Q3: 3,510 shares; 2025Q4: 3,531 shares 3,531 $1.05M 0.08% +21 Timeline XVV 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: 15,055 shares; 2024Q4: 18,974 shares; 2025Q1: 19,471 shares; 2025Q2: 19,516 shares; 2025Q3: 19,564 shares; 2025Q4: 19,527 shares 19,527 $1.03M 0.08% -37 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: 44,076 shares; 2024Q4: 42,186 shares; 2025Q1: 42,734 shares; 2025Q2: 36,235 shares; 2025Q3: 30,107 shares; 2025Q4: 41,068 shares 41,068 $1.02M 0.08% +10,961 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,969 shares; 2024Q4: 14,517 shares; 2025Q1: 14,177 shares; 2025Q2: 13,558 shares; 2025Q3: 13,903 shares; 2025Q4: 14,368 shares 14,368 $1M 0.08% +465 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,475 shares; 2025Q1: 7,852 shares; 2025Q2: 8,415 shares; 2025Q3: 10,341 shares; 2025Q4: 11,448 shares 11,448 $1M 0.08% +1,107 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: 7,346 shares; 2024Q4: 6,959 shares; 2025Q1: 7,042 shares; 2025Q2: 6,958 shares; 2025Q3: 7,779 shares; 2025Q4: 9,483 shares 9,483 $998K 0.08% +1,704 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,125 shares; 2024Q4: 52,263 shares; 2025Q1: 53,180 shares; 2025Q2: 52,752 shares; 2025Q3: 51,185 shares; 2025Q4: 50,924 shares 50,924 $987K 0.08% -261 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,646 shares; 2024Q4: 131,773 shares; 2025Q1: 138,551 shares; 2025Q2: 32,248 shares; 2025Q3: 49,160 shares; 2025Q4: 52,873 shares 52,873 $986K 0.08% +3,713 Timeline IMNM IMMUNOME INC More: the full row for IMMUNOME INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,759 shares; 2024Q4: 53,536 shares; 2025Q1: 53,536 shares; 2025Q2: 53,536 shares; 2025Q3: 53,536 shares; 2025Q4: 45,759 shares 45,759 $983K 0.08% -7,777 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,172 shares; 2024Q4: 24,546 shares; 2025Q1: 24,238 shares; 2025Q2: 23,592 shares; 2025Q3: 23,619 shares; 2025Q4: 23,665 shares 23,665 $955K 0.07% +46 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 881,915 shares; 2024Q4: 361,521 shares; 2025Q1: 362,667 shares; 2025Q2: 369,550 shares; 2025Q3: 69,445 shares; 2025Q4: 70,576 shares 70,576 $935K 0.07% +1,131 Timeline SPLV 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: 10,859 shares; 2024Q4: 11,059 shares; 2025Q1: 11,429 shares; 2025Q2: 11,897 shares; 2025Q3: 12,863 shares; 2025Q4: 12,767 shares 12,767 $912K 0.07% -96 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: 5,308 shares; 2025Q2: 6,919 shares; 2025Q3: 7,791 shares; 2025Q4: 7,971 shares 7,971 $902K 0.07% +180 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,654 shares; 2025Q1: 2,162 shares; 2025Q2: 2,328 shares; 2025Q3: 2,519 shares; 2025Q4: 2,619 shares 2,619 $898K 0.07% +100 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: 26,481 shares; 2024Q4: 26,515 shares; 2025Q1: 26,368 shares; 2025Q2: 23,689 shares; 2025Q3: 23,666 shares; 2025Q4: 23,682 shares 23,682 $897K 0.07% +16 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,102 shares; 2024Q4: 15,180 shares; 2025Q1: 15,870 shares; 2025Q2: 16,510 shares; 2025Q3: 17,288 shares; 2025Q4: 13,919 shares 13,919 $887K 0.07% -3,369 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: 2,281 shares; 2025Q1: 2,381 shares; 2025Q2: 2,436 shares; 2025Q3: 2,248 shares; 2025Q4: 5,438 shares 5,438 $875K 0.07% +3,190 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: 11,048 shares; 2024Q4: 14,797 shares; 2025Q1: 13,993 shares; 2025Q2: 13,216 shares; 2025Q3: 12,668 shares; 2025Q4: 9,113 shares 9,113 $868K 0.07% -3,555 Timeline GCAL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,501 shares; 2025Q4: 16,707 shares 16,707 $850K 0.07% +12,206 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,149 shares; 2024Q4: 9,516 shares; 2025Q1: 9,537 shares; 2025Q2: 6,699 shares; 2025Q3: 7,307 shares; 2025Q4: 7,879 shares 7,879 $844K 0.06% +572 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 1,430 shares; 2025Q1: 1,406 shares; 2025Q2: 1,407 shares; 2025Q3: 1,442 shares; 2025Q4: 1,455 shares 1,455 $830K 0.06% +13 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,157 shares; 2025Q1: 1,158 shares; 2025Q2: 1,160 shares; 2025Q3: 1,225 shares; 2025Q4: 1,240 shares 1,240 $821K 0.06% +15 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: 18,021 shares; 2024Q4: 19,336 shares; 2025Q1: 15,794 shares; 2025Q2: 9,769 shares; 2025Q3: 9,750 shares; 2025Q4: 10,231 shares 10,231 $821K 0.06% +481 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,871 shares; 2024Q4: 5,873 shares; 2025Q1: 5,775 shares; 2025Q2: 5,655 shares; 2025Q3: 5,648 shares; 2025Q4: 5,976 shares 5,976 $818K 0.06% +328 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: 4,672 shares; 2024Q4: 3,435 shares; 2025Q1: 3,448 shares; 2025Q2: 3,448 shares; 2025Q3: 3,288 shares; 2025Q4: 3,693 shares 3,693 $812K 0.06% +405 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,010 shares; 2024Q4: 10,672 shares; 2025Q1: 10,716 shares; 2025Q2: 10,896 shares; 2025Q3: 10,400 shares; 2025Q4: 10,679 shares 10,679 $803K 0.06% +279 Timeline AIQ 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: 6,490 shares; 2025Q3: 14,940 shares; 2025Q4: 15,375 shares 15,375 $782K 0.06% +435 Timeline FRDM 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: 32,357 shares; 2024Q4: 32,303 shares; 2025Q1: 32,143 shares; 2025Q2: 32,105 shares; 2025Q3: 32,131 shares; 2025Q4: 14,967 shares 14,967 $767K 0.06% -17,164 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,184 shares; 2025Q3: 20,366 shares; 2025Q4: 28,751 shares 28,751 $754K 0.06% +8,385 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: 4,696 shares; 2024Q4: 6,443 shares; 2025Q1: 5,996 shares; 2025Q2: 6,053 shares; 2025Q3: 6,007 shares; 2025Q4: 6,436 shares 6,436 $751K 0.06% +429 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,037 shares 18,037 $749K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: 4,596 shares; 2025Q2: 7,649 shares; 2025Q3: 11,774 shares; 2025Q4: 12,534 shares 12,534 $743K 0.06% +760 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,413 shares; 2024Q4: 11,393 shares; 2025Q1: 8,931 shares; 2025Q2: 12,981 shares; 2025Q3: 10,397 shares; 2025Q4: 10,361 shares 10,361 $740K 0.06% -36 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,381 shares; 2025Q1: 2,385 shares; 2025Q2: 2,407 shares; 2025Q3: 2,410 shares; 2025Q4: 2,419 shares 2,419 $731K 0.06% +9 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 5,015 shares; 2025Q1: 4,117 shares; 2025Q2: 4,119 shares; 2025Q3: 4,185 shares; 2025Q4: 4,029 shares 4,029 $730K 0.06% -156 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,234 shares; 2025Q4: 7,288 shares 7,288 $728K 0.06% +2,054 Timeline MLN 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: 16,499 shares; 2025Q3: 33,938 shares; 2025Q4: 41,172 shares 41,172 $722K 0.06% +7,234 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: 4,858 shares; 2024Q4: 5,486 shares; 2025Q1: 5,931 shares; 2025Q2: 7,406 shares; 2025Q3: 8,879 shares; 2025Q4: 8,609 shares 8,609 $703K 0.05% -270 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: 4,363 shares; 2024Q4: 4,365 shares; 2025Q1: 4,368 shares; 2025Q2: 4,372 shares; 2025Q3: 4,449 shares; 2025Q4: 4,512 shares 4,512 $693K 0.05% +63 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: 5,483 shares; 2024Q4: 7,350 shares; 2025Q1: 7,465 shares; 2025Q2: 7,467 shares; 2025Q3: 6,944 shares; 2025Q4: 7,401 shares 7,401 $690K 0.05% +457 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,731 shares; 2024Q4: 7,418 shares; 2025Q1: 7,505 shares; 2025Q2: 7,687 shares; 2025Q3: 8,764 shares; 2025Q4: 8,167 shares 8,167 $688K 0.05% -597 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: 35,230 shares; 2024Q4: 15,343 shares; 2025Q1: 13,321 shares; 2025Q2: 9,956 shares; 2025Q3: 18,293 shares; 2025Q4: 13,621 shares 13,621 $687K 0.05% -4,672 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,968 shares; 2024Q4: 2,967 shares; 2025Q1: 2,971 shares; 2025Q2: 4,150 shares; 2025Q3: 4,035 shares; 2025Q4: 3,992 shares 3,992 $683K 0.05% -43 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,513 shares; 2024Q4: 50,663 shares; 2025Q1: 28,164 shares; 2025Q2: 22,163 shares; 2025Q3: 28,410 shares; 2025Q4: 14,311 shares 14,311 $683K 0.05% -14,099 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: 19,845 shares; 2024Q4: 26,281 shares; 2025Q1: 27,338 shares; 2025Q2: 25,309 shares; 2025Q3: 27,093 shares; 2025Q4: 27,365 shares 27,365 $680K 0.05% +272 Timeline RING 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: 9,860 shares; 2025Q1: 8,369 shares; 2025Q2: 7,351 shares; 2025Q3: 7,498 shares; 2025Q4: 9,147 shares 9,147 $674K 0.05% +1,649 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: 9,405 shares; 2024Q4: 8,303 shares; 2025Q1: 8,024 shares; 2025Q2: 7,924 shares; 2025Q3: 8,254 shares; 2025Q4: 8,245 shares 8,245 $662K 0.05% -9 Timeline XJR 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: 12,618 shares; 2024Q4: 14,815 shares; 2025Q1: 15,315 shares; 2025Q2: 15,373 shares; 2025Q3: 15,429 shares; 2025Q4: 15,493 shares 15,493 $660K 0.05% +64 Timeline DSI 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: 4,776 shares; 2024Q4: 4,731 shares; 2025Q1: 4,770 shares; 2025Q2: 4,805 shares; 2025Q3: 5,076 shares; 2025Q4: 5,105 shares 5,105 $658K 0.05% +29 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 3,381 shares; 2025Q1: 3,148 shares; 2025Q2: 3,125 shares; 2025Q3: 3,126 shares; 2025Q4: 3,145 shares 3,145 $657K 0.05% +19 Timeline SCHQ 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: 8,730 shares; 2024Q4: not reported; 2025Q1: 15,439 shares; 2025Q2: 14,155 shares; 2025Q3: 12,961 shares; 2025Q4: 20,707 shares 20,707 $656K 0.05% +7,746 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: 7,112 shares; 2024Q4: 6,908 shares; 2025Q1: 6,731 shares; 2025Q2: 6,490 shares; 2025Q3: 6,248 shares; 2025Q4: 6,755 shares 6,755 $649K 0.05% +507 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 5,892 shares; 2025Q1: 5,880 shares; 2025Q2: 5,898 shares; 2025Q3: 6,193 shares; 2025Q4: 6,464 shares 6,464 $642K 0.05% +271 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: 3,099 shares; 2024Q4: 3,133 shares; 2025Q1: 3,147 shares; 2025Q2: 3,162 shares; 2025Q3: 3,052 shares; 2025Q4: 3,120 shares 3,120 $639K 0.05% +68 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,979 shares; 2024Q4: 19,593 shares; 2025Q1: 11,235 shares; 2025Q2: 14,888 shares; 2025Q3: 12,506 shares; 2025Q4: 12,678 shares 12,678 $638K 0.05% +172 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: 15,726 shares; 2024Q4: 15,772 shares; 2025Q1: 15,969 shares; 2025Q2: 16,016 shares; 2025Q3: 16,060 shares; 2025Q4: 15,957 shares 15,957 $632K 0.05% -103 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,689 shares; 2024Q4: 4,846 shares; 2025Q1: 4,782 shares; 2025Q2: 4,788 shares; 2025Q3: 4,005 shares; 2025Q4: 4,359 shares 4,359 $625K 0.05% +354 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: 1,996 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,963 shares; 2025Q3: 2,034 shares; 2025Q4: 2,158 shares 2,158 $616K 0.05% +124 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 2,685 shares; 2025Q3: 2,543 shares; 2025Q4: 3,583 shares 3,583 $611K 0.05% +1,040 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,517 shares 11,517 $608K 0.05% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,176 shares; 2025Q1: 2,180 shares; 2025Q2: 2,140 shares; 2025Q3: 2,323 shares; 2025Q4: 2,493 shares 2,493 $601K 0.05% +170 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 391 shares; 2025Q1: 414 shares; 2025Q2: 404 shares; 2025Q3: 473 shares; 2025Q4: 560 shares 560 $600K 0.05% +87 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: 2,234 shares; 2024Q4: 2,285 shares; 2025Q1: 2,072 shares; 2025Q2: 2,301 shares; 2025Q3: 2,325 shares; 2025Q4: 2,222 shares 2,222 $589K 0.05% -103 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,241 shares; 2024Q4: 12,241 shares; 2025Q1: 12,241 shares; 2025Q2: 12,241 shares; 2025Q3: 12,241 shares; 2025Q4: 12,241 shares 12,241 $588K 0.04% 0 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: 798 shares; 2024Q4: 797 shares; 2025Q1: 796 shares; 2025Q2: 828 shares; 2025Q3: 843 shares; 2025Q4: 898 shares 898 $587K 0.04% +55 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,418 shares; 2024Q4: 4,313 shares; 2025Q1: 4,104 shares; 2025Q2: 4,107 shares; 2025Q3: 4,106 shares; 2025Q4: 4,081 shares 4,081 $577K 0.04% -25 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: 1,182 shares; 2024Q4: 1,186 shares; 2025Q1: 1,219 shares; 2025Q2: 1,201 shares; 2025Q3: 1,219 shares; 2025Q4: 1,225 shares 1,225 $571K 0.04% +6 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,182 shares; 2024Q4: 19,906 shares; 2025Q1: 19,931 shares; 2025Q2: 19,956 shares; 2025Q3: 28,781 shares; 2025Q4: 28,479 shares 28,479 $566K 0.04% -302 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 896 shares; 2024Q4: 883 shares; 2025Q1: 1,210 shares; 2025Q2: 1,453 shares; 2025Q3: 1,679 shares; 2025Q4: 1,725 shares 1,725 $565K 0.04% +46 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,940 shares 10,940 $560K 0.04% new Timeline TFI 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: 12,191 shares; 2024Q4: 14,657 shares; 2025Q1: 12,688 shares; 2025Q2: 13,501 shares; 2025Q3: 12,720 shares; 2025Q4: 12,223 shares 12,223 $559K 0.04% -497 Timeline XJH 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: 10,803 shares; 2024Q4: 11,838 shares; 2025Q1: 12,355 shares; 2025Q2: 12,392 shares; 2025Q3: 12,427 shares; 2025Q4: 12,485 shares 12,485 $557K 0.04% +58 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,962 shares; 2024Q4: 9,724 shares; 2025Q1: 8,577 shares; 2025Q2: 6,955 shares; 2025Q3: 11,397 shares; 2025Q4: 10,427 shares 10,427 $550K 0.04% -970 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 1,804 shares; 2025Q1: not reported; 2025Q2: 1,667 shares; 2025Q3: 2,546 shares; 2025Q4: 2,268 shares 2,268 $549K 0.04% -278 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY 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: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares 2,250 $546K 0.04% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,190 shares; 2024Q4: 8,641 shares; 2025Q1: 4,880 shares; 2025Q2: 4,833 shares; 2025Q3: 3,731 shares; 2025Q4: 3,660 shares 3,660 $545K 0.04% -71 Timeline OPER ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,637 shares; 2024Q4: 5,244 shares; 2025Q1: 5,399 shares; 2025Q2: 5,399 shares; 2025Q3: 5,411 shares; 2025Q4: 5,415 shares 5,415 $542K 0.04% +4 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,665 shares; 2024Q4: 12,069 shares; 2025Q1: 14,826 shares; 2025Q2: 15,303 shares; 2025Q3: 15,521 shares; 2025Q4: 15,901 shares 15,901 $541K 0.04% +380 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: 3,180 shares; 2024Q4: 3,180 shares; 2025Q1: 3,180 shares; 2025Q2: 3,198 shares; 2025Q3: 3,198 shares; 2025Q4: 3,198 shares 3,198 $537K 0.04% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,876 shares; 2024Q4: 2,880 shares; 2025Q1: 1,964 shares; 2025Q2: 2,235 shares; 2025Q3: 4,231 shares; 2025Q4: 5,282 shares 5,282 $537K 0.04% +1,051 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,132 shares; 2025Q2: 5,916 shares; 2025Q3: 6,455 shares; 2025Q4: 6,485 shares 6,485 $526K 0.04% +30 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,797 shares; 2025Q1: 1,590 shares; 2025Q2: 1,594 shares; 2025Q3: 1,597 shares; 2025Q4: 1,622 shares 1,622 $526K 0.04% +25 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,239 shares; 2024Q4: 14,239 shares; 2025Q1: 14,239 shares; 2025Q2: 14,239 shares; 2025Q3: 14,239 shares; 2025Q4: 14,239 shares 14,239 $524K 0.04% 0 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: 21,455 shares; 2024Q4: 23,575 shares; 2025Q1: 18,619 shares; 2025Q2: 30,801 shares; 2025Q3: 31,430 shares; 2025Q4: 31,146 shares 31,146 $514K 0.04% -284 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,396 shares; 2025Q3: 1,786 shares; 2025Q4: 1,990 shares 1,990 $510K 0.04% +204 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584,981 shares; 2024Q4: 265,589 shares; 2025Q1: 277,699 shares; 2025Q2: 289,476 shares; 2025Q3: 21,692 shares; 2025Q4: 21,801 shares 21,801 $506K 0.04% +109 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,269 shares; 2024Q4: 2,961 shares; 2025Q1: 5,239 shares; 2025Q2: 5,801 shares; 2025Q3: 5,386 shares; 2025Q4: 5,266 shares 5,266 $506K 0.04% -120 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: 7,290 shares; 2024Q4: 7,387 shares; 2025Q1: 5,854 shares; 2025Q2: 6,405 shares; 2025Q3: 6,433 shares; 2025Q4: 6,687 shares 6,687 $504K 0.04% +254 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: 3,862 shares; 2024Q4: 4,033 shares; 2025Q1: 4,041 shares; 2025Q2: 4,051 shares; 2025Q3: 3,896 shares; 2025Q4: 4,012 shares 4,012 $503K 0.04% +116 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 388 shares; 2025Q1: 554 shares; 2025Q2: 580 shares; 2025Q3: 605 shares; 2025Q4: 619 shares 619 $501K 0.04% +14 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,406 shares; 2025Q2: 12,526 shares; 2025Q3: 23,775 shares; 2025Q4: 22,892 shares 22,892 $497K 0.04% -883 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 1,842 shares; 2025Q1: 1,931 shares; 2025Q2: 1,932 shares; 2025Q3: 1,933 shares; 2025Q4: 2,004 shares 2,004 $493K 0.04% +71 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,516 shares; 2024Q4: 22,928 shares; 2025Q1: 22,854 shares; 2025Q2: 23,145 shares; 2025Q3: 23,144 shares; 2025Q4: 21,399 shares 21,399 $488K 0.04% -1,745 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: 1,221 shares; 2024Q4: 1,224 shares; 2025Q1: 1,227 shares; 2025Q2: 1,230 shares; 2025Q3: 1,243 shares; 2025Q4: 1,245 shares 1,245 $484K 0.04% +2 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,744 shares; 2024Q4: 5,473 shares; 2025Q1: 4,668 shares; 2025Q2: 4,668 shares; 2025Q3: 4,152 shares; 2025Q4: 4,152 shares 4,152 $476K 0.04% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 752 shares; 2025Q4: 837 shares 837 $474K 0.04% +85 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 5,100 shares; 2025Q1: 5,102 shares; 2025Q2: 6,405 shares; 2025Q3: 6,408 shares; 2025Q4: 6,410 shares 6,410 $472K 0.04% +2 Timeline KBE 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: 4,547 shares; 2024Q4: 5,166 shares; 2025Q1: 6,289 shares; 2025Q2: 6,602 shares; 2025Q3: 7,756 shares; 2025Q4: 7,668 shares 7,668 $465K 0.04% -88 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 513 shares; 2025Q1: 527 shares; 2025Q2: 578 shares; 2025Q3: 589 shares; 2025Q4: 3,025 shares 3,025 $463K 0.04% +2,436 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 4,180 shares; 2025Q1: 3,883 shares; 2025Q2: 3,803 shares; 2025Q3: 3,286 shares; 2025Q4: 3,304 shares 3,304 $460K 0.04% +18 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 3,280 shares; 2025Q1: 3,316 shares; 2025Q2: 3,243 shares; 2025Q3: 3,311 shares; 2025Q4: 5,361 shares 5,361 $454K 0.03% +2,050 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 21,060 shares; 2025Q2: 27,541 shares; 2025Q3: 38,266 shares; 2025Q4: 9,023 shares 9,023 $452K 0.03% -29,243 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,465 shares; 2025Q1: 1,438 shares; 2025Q2: 1,438 shares; 2025Q3: 1,438 shares; 2025Q4: 1,448 shares 1,448 $449K 0.03% +10 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,600 shares; 2025Q2: 20,813 shares; 2025Q3: 20,813 shares; 2025Q4: 20,813 shares 20,813 $449K 0.03% 0 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: not reported; 2024Q4: 30,655 shares; 2025Q1: 31,319 shares; 2025Q2: 32,005 shares; 2025Q3: 32,758 shares; 2025Q4: 22,110 shares 22,110 $447K 0.03% -10,648 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,375 shares; 2025Q3: 10,830 shares; 2025Q4: 11,585 shares 11,585 $447K 0.03% +755 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: 1,179 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,407 shares; 2025Q4: 1,828 shares 1,828 $443K 0.03% +421 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,406 shares; 2025Q4: 32,366 shares 32,366 $439K 0.03% -4,040 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,701 shares; 2025Q4: 5,770 shares 5,770 $427K 0.03% +2,069 Timeline IYG 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: 2,636 shares; 2025Q1: 3,035 shares; 2025Q2: 3,659 shares; 2025Q3: 3,614 shares; 2025Q4: 4,545 shares 4,545 $419K 0.03% +931 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: 2,122 shares; 2024Q4: 2,714 shares; 2025Q1: 3,943 shares; 2025Q2: 3,084 shares; 2025Q3: 3,050 shares; 2025Q4: 4,186 shares 4,186 $418K 0.03% +1,136 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,453 shares; 2024Q4: 11,019 shares; 2025Q1: not reported; 2025Q2: 7,631 shares; 2025Q3: 7,937 shares; 2025Q4: 8,073 shares 8,073 $410K 0.03% +136 Timeline EZU 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: 4,514 shares; 2025Q1: 4,186 shares; 2025Q2: 6,617 shares; 2025Q3: 6,537 shares; 2025Q4: 6,365 shares 6,365 $408K 0.03% -172 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,406 shares; 2024Q4: 5,396 shares; 2025Q1: 4,468 shares; 2025Q2: 5,207 shares; 2025Q3: 5,048 shares; 2025Q4: 6,059 shares 6,059 $407K 0.03% +1,011 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 2,929 shares; 2025Q1: 2,999 shares; 2025Q2: 3,083 shares; 2025Q3: 3,160 shares; 2025Q4: 3,151 shares 3,151 $407K 0.03% -9 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,080 shares; 2024Q4: 3,683 shares; 2025Q1: 3,628 shares; 2025Q2: 3,660 shares; 2025Q3: 3,880 shares; 2025Q4: 2,671 shares 2,671 $406K 0.03% -1,209 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: 6,087 shares; 2024Q4: 7,814 shares; 2025Q1: 7,537 shares; 2025Q2: 10,240 shares; 2025Q3: 7,368 shares; 2025Q4: 7,452 shares 7,452 $402K 0.03% +84 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,135 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,573 shares; 2025Q4: 2,481 shares 2,481 $402K 0.03% +908 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 5,537 shares; 2025Q3: 5,582 shares; 2025Q4: 5,610 shares 5,610 $402K 0.03% +28 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,137 shares; 2025Q4: 5,213 shares 5,213 $401K 0.03% +2,076 Timeline REFI CHICAGO ATLANTIC REAL ESTATE More: the full row for CHICAGO ATLANTIC REAL ESTATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,962 shares; 2025Q1: 35,426 shares; 2025Q2: 34,744 shares; 2025Q3: 34,814 shares; 2025Q4: 32,626 shares 32,626 $400K 0.03% -2,188 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,662 shares 15,662 $399K 0.03% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,834 shares; 2024Q4: 6,608 shares; 2025Q1: 4,980 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,933 shares 4,933 $398K 0.03% new Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,053 shares; 2024Q4: 13,967 shares; 2025Q1: 13,967 shares; 2025Q2: 13,865 shares; 2025Q3: 13,710 shares; 2025Q4: 9,471 shares 9,471 $398K 0.03% -4,239 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,013 shares; 2024Q4: 4,027 shares; 2025Q1: 4,013 shares; 2025Q2: 3,946 shares; 2025Q3: 4,109 shares; 2025Q4: 4,124 shares 4,124 $397K 0.03% +15 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,443 shares 7,443 $393K 0.03% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,509 shares; 2024Q4: 16,504 shares; 2025Q1: 13,731 shares; 2025Q2: 13,747 shares; 2025Q3: 14,041 shares; 2025Q4: 14,134 shares 14,134 $389K 0.03% +93 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,649 shares; 2025Q2: 2,788 shares; 2025Q3: 2,817 shares; 2025Q4: 2,817 shares 2,817 $388K 0.03% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: 1,807 shares; 2025Q1: 1,537 shares; 2025Q2: 1,606 shares; 2025Q3: 1,782 shares; 2025Q4: 1,799 shares 1,799 $386K 0.03% +17 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,575 shares; 2024Q4: 29,575 shares; 2025Q1: 29,575 shares; 2025Q2: 38,416 shares; 2025Q3: 38,416 shares; 2025Q4: 38,416 shares 38,416 $385K 0.03% 0 Timeline IYE 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: 9,171 shares; 2024Q4: 9,268 shares; 2025Q1: 8,355 shares; 2025Q2: 8,204 shares; 2025Q3: 7,996 shares; 2025Q4: 7,996 shares 7,996 $380K 0.03% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,920 shares; 2025Q2: 2,932 shares; 2025Q3: 2,942 shares; 2025Q4: 2,963 shares 2,963 $379K 0.03% +21 Timeline EQT EQT CORP More: the full row for EQT 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: 4,992 shares; 2025Q2: 4,994 shares; 2025Q3: 6,996 shares; 2025Q4: 7,015 shares 7,015 $376K 0.03% +19 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: 5,439 shares; 2024Q4: 5,439 shares; 2025Q1: 5,419 shares; 2025Q2: 5,419 shares; 2025Q3: 5,419 shares; 2025Q4: 5,452 shares 5,452 $373K 0.03% +33 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,605 shares; 2024Q4: 2,610 shares; 2025Q1: 2,514 shares; 2025Q2: 2,518 shares; 2025Q3: 2,512 shares; 2025Q4: 2,589 shares 2,589 $365K 0.03% +77 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,679 shares; 2024Q4: 30,885 shares; 2025Q1: 30,788 shares; 2025Q2: 32,172 shares; 2025Q3: 34,496 shares; 2025Q4: 33,881 shares 33,881 $363K 0.03% -615 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,793 shares; 2025Q3: 3,799 shares; 2025Q4: 3,843 shares 3,843 $353K 0.03% +44 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 5,200 shares; 2025Q3: 4,810 shares; 2025Q4: 4,000 shares 4,000 $352K 0.03% -810 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: 9,573 shares; 2024Q4: 8,883 shares; 2025Q1: 8,766 shares; 2025Q2: 7,276 shares; 2025Q3: 8,188 shares; 2025Q4: 8,584 shares 8,584 $350K 0.03% +396 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG 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: 8,097 shares; 2025Q3: 8,959 shares; 2025Q4: 9,054 shares 9,054 $349K 0.03% +95 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: not reported; 2025Q1: 7,480 shares; 2025Q2: 5,978 shares; 2025Q3: 6,066 shares; 2025Q4: 5,999 shares 5,999 $346K 0.03% -67 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,959 shares; 2025Q2: 9,189 shares; 2025Q3: 7,545 shares; 2025Q4: 7,325 shares 7,325 $345K 0.03% -220 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,271 shares; 2025Q1: 3,287 shares; 2025Q2: 3,283 shares; 2025Q3: 3,301 shares; 2025Q4: 3,317 shares 3,317 $341K 0.03% +16 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,210 shares; 2025Q4: 10,211 shares 10,211 $340K 0.03% +1,001 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: not reported; 2025Q4: 5,277 shares 5,277 $340K 0.03% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 922 shares; 2025Q1: 795 shares; 2025Q2: 702 shares; 2025Q3: 702 shares; 2025Q4: 1,036 shares 1,036 $335K 0.03% +334 Timeline W WAYFAIR INC More: the full row for WAYFAIR 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: 3,303 shares; 2025Q4: 3,303 shares 3,303 $332K 0.03% 0 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: 1,928 shares; 2024Q4: 1,932 shares; 2025Q1: 1,990 shares; 2025Q2: 1,947 shares; 2025Q3: 2,005 shares; 2025Q4: 2,024 shares 2,024 $330K 0.03% +19 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,922 shares 10,922 $328K 0.03% new Timeline INTC INTEL CORP More: the full row for INTEL 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: 8,330 shares; 2025Q4: 8,783 shares 8,783 $324K 0.02% +453 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: not reported; 2025Q3: 1,655 shares; 2025Q4: 2,702 shares 2,702 $322K 0.02% +1,047 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,684 shares; 2024Q4: 19,982 shares; 2025Q1: 19,643 shares; 2025Q2: 19,657 shares; 2025Q3: 19,481 shares; 2025Q4: 16,703 shares 16,703 $320K 0.02% -2,778 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 613 shares; 2025Q1: 613 shares; 2025Q2: 613 shares; 2025Q3: 613 shares; 2025Q4: 620 shares 620 $317K 0.02% +7 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,401 shares; 2025Q3: 5,709 shares; 2025Q4: 5,867 shares 5,867 $316K 0.02% +158 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,868 shares; 2025Q2: 1,944 shares; 2025Q3: 1,945 shares; 2025Q4: 2,035 shares 2,035 $313K 0.02% +90 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: not reported; 2024Q4: 1,596 shares; 2025Q1: 1,869 shares; 2025Q2: 2,102 shares; 2025Q3: 2,079 shares; 2025Q4: 2,098 shares 2,098 $312K 0.02% +19 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 1,006 shares; 2025Q1: 988 shares; 2025Q2: 989 shares; 2025Q3: 991 shares; 2025Q4: 1,072 shares 1,072 $311K 0.02% +81 Timeline GSWO GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,357 shares 5,357 $309K 0.02% new Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,644 shares; 2025Q4: 5,876 shares 5,876 $309K 0.02% +1,232 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,161 shares; 2025Q3: 16,409 shares; 2025Q4: 13,910 shares 13,910 $305K 0.02% -2,499 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 2,857 shares; 2025Q1: 2,927 shares; 2025Q2: 2,857 shares; 2025Q3: 2,857 shares; 2025Q4: 2,342 shares 2,342 $304K 0.02% -515 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,846 shares; 2024Q4: 2,827 shares; 2025Q1: 4,190 shares; 2025Q2: 3,594 shares; 2025Q3: 2,909 shares; 2025Q4: 3,481 shares 3,481 $303K 0.02% +572 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: 1,314 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,413 shares 1,413 $303K 0.02% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 2,975 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,890 shares; 2025Q4: 2,851 shares 2,851 $299K 0.02% -39 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,279 shares; 2025Q4: 3,110 shares 3,110 $298K 0.02% -169 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,029 shares; 2025Q4: 972 shares 972 $295K 0.02% -57 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,502 shares 4,502 $295K 0.02% new Timeline AOR 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: 4,511 shares 4,511 $293K 0.02% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,204 shares 3,204 $293K 0.02% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 2,002 shares; 2025Q1: 2,069 shares; 2025Q2: 2,074 shares; 2025Q3: 2,079 shares; 2025Q4: 2,084 shares 2,084 $290K 0.02% +5 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,893 shares; 2025Q2: 2,808 shares; 2025Q3: 2,808 shares; 2025Q4: 2,808 shares 2,808 $289K 0.02% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,351 shares; 2025Q1: 5,494 shares; 2025Q2: 5,479 shares; 2025Q3: 5,479 shares; 2025Q4: 5,479 shares 5,479 $288K 0.02% 0 Timeline USIG 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: 4,599 shares; 2025Q1: 4,342 shares; 2025Q2: 5,853 shares; 2025Q3: 5,622 shares; 2025Q4: 5,516 shares 5,516 $286K 0.02% -106 Timeline BHST BIOHARVEST SCIENCES INC More: the full row for BIOHARVEST SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,000 shares; 2025Q1: 71,733 shares; 2025Q2: 70,000 shares; 2025Q3: 55,000 shares; 2025Q4: 55,000 shares 55,000 $285K 0.02% 0 Timeline CNBS AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,077 shares; 2025Q3: 13,227 shares; 2025Q4: 10,027 shares 10,027 $284K 0.02% -3,200 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,119 shares; 2024Q4: 2,084 shares; 2025Q1: 2,991 shares; 2025Q2: 3,017 shares; 2025Q3: 1,598 shares; 2025Q4: 1,530 shares 1,530 $284K 0.02% -68 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,455 shares; 2025Q1: 1,456 shares; 2025Q2: 1,456 shares; 2025Q3: 1,457 shares; 2025Q4: 1,457 shares 1,457 $283K 0.02% 0 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET 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: 1,375 shares 1,375 $283K 0.02% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 1,754 shares; 2025Q1: 1,892 shares; 2025Q2: 2,064 shares; 2025Q3: 2,069 shares; 2025Q4: 2,129 shares 2,129 $283K 0.02% +60 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: 2,936 shares; 2024Q4: 3,433 shares; 2025Q1: 3,447 shares; 2025Q2: 3,382 shares; 2025Q3: 2,144 shares; 2025Q4: 2,925 shares 2,925 $281K 0.02% +781 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 2,371 shares; 2025Q1: 2,372 shares; 2025Q2: not reported; 2025Q3: 3,849 shares; 2025Q4: 3,809 shares 3,809 $280K 0.02% -40 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 1,742 shares; 2025Q1: 1,758 shares; 2025Q2: 1,685 shares; 2025Q3: 1,694 shares; 2025Q4: 1,610 shares 1,610 $279K 0.02% -84 Timeline XAR 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: 1,636 shares; 2025Q2: 1,161 shares; 2025Q3: 1,137 shares; 2025Q4: 1,147 shares 1,147 $277K 0.02% +10 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 746 shares 746 $275K 0.02% new 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: 4,387 shares; 2025Q2: 4,602 shares; 2025Q3: 5,048 shares; 2025Q4: 5,145 shares 5,145 $275K 0.02% +97 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 541 shares; 2025Q1: 470 shares; 2025Q2: 482 shares; 2025Q3: 486 shares; 2025Q4: 480 shares 480 $273K 0.02% -6 Timeline EMB 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: 2,803 shares 2,803 $270K 0.02% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 17,590 shares; 2025Q4: 13,913 shares 13,913 $269K 0.02% -3,677 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,889 shares; 2024Q4: 12,368 shares; 2025Q1: 12,921 shares; 2025Q2: 13,881 shares; 2025Q3: 14,434 shares; 2025Q4: 14,847 shares 14,847 $267K 0.02% +413 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: 10,181 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,296 shares; 2025Q4: 5,571 shares 5,571 $266K 0.02% +275 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 2,210 shares; 2025Q1: 2,215 shares; 2025Q2: 2,270 shares; 2025Q3: 2,281 shares; 2025Q4: 2,351 shares 2,351 $265K 0.02% +70 Timeline CELC CELCUITY INC More: the full row for CELCUITY 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: 2,639 shares 2,639 $263K 0.02% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,193 shares; 2024Q4: 3,207 shares; 2025Q1: 3,223 shares; 2025Q2: 3,240 shares; 2025Q3: 3,151 shares; 2025Q4: 3,148 shares 3,148 $253K 0.02% -3 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,659 shares; 2024Q4: 15,685 shares; 2025Q1: 16,673 shares; 2025Q2: 7,324 shares; 2025Q3: 4,920 shares; 2025Q4: 4,942 shares 4,942 $253K 0.02% +22 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,515 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,100 shares 3,100 $252K 0.02% new Timeline IWB 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: 671 shares 671 $250K 0.02% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,241 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,710 shares 10,710 $250K 0.02% new Timeline KRE 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: 4,238 shares; 2025Q1: 3,519 shares; 2025Q2: 3,520 shares; 2025Q3: 3,823 shares; 2025Q4: 3,825 shares 3,825 $248K 0.02% +2 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,706 shares; 2025Q3: 1,755 shares; 2025Q4: 895 shares 895 $246K 0.02% -860 Timeline SNDL SNDL INC More: the full row for SNDL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,246 shares; 2024Q4: 124,246 shares; 2025Q1: 120,246 shares; 2025Q2: 148,246 shares; 2025Q3: 148,246 shares; 2025Q4: 148,246 shares 148,246 $246K 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,208 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,313 shares; 2025Q3: 2,339 shares; 2025Q4: 2,513 shares 2,513 $246K 0.02% +174 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,284 shares; 2024Q4: 4,446 shares; 2025Q1: 4,321 shares; 2025Q2: 4,179 shares; 2025Q3: 4,643 shares; 2025Q4: 4,530 shares 4,530 $244K 0.02% -113 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,710 shares; 2025Q2: 13,215 shares; 2025Q3: 13,233 shares; 2025Q4: 10,731 shares 10,731 $240K 0.02% -2,502 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,065 shares; 2025Q1: 1,068 shares; 2025Q2: 1,064 shares; 2025Q3: 1,149 shares; 2025Q4: 1,180 shares 1,180 $240K 0.02% +31 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,986 shares 5,986 $236K 0.02% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,619 shares; 2025Q1: 1,642 shares; 2025Q2: 1,642 shares; 2025Q3: 1,642 shares; 2025Q4: 1,654 shares 1,654 $236K 0.02% +12 Timeline XLB 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: 3,077 shares; 2024Q4: 2,832 shares; 2025Q1: 2,686 shares; 2025Q2: 2,650 shares; 2025Q3: 2,588 shares; 2025Q4: 5,176 shares 5,176 $235K 0.02% +2,588 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,463 shares; 2025Q4: 1,959 shares 1,959 $227K 0.02% -504 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 296 shares 296 $227K 0.02% 0 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: not reported; 2024Q4: 1,218 shares; 2025Q1: 814 shares; 2025Q2: 814 shares; 2025Q3: 814 shares; 2025Q4: 830 shares 830 $227K 0.02% +16 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 979 shares; 2025Q1: 980 shares; 2025Q2: 973 shares; 2025Q3: 964 shares; 2025Q4: 842 shares 842 $226K 0.02% -122 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 969 shares; 2025Q4: 992 shares 992 $226K 0.02% +23 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: 8,773 shares; 2024Q4: 9,278 shares; 2025Q1: 12,304 shares; 2025Q2: 9,770 shares; 2025Q3: 9,392 shares; 2025Q4: 9,791 shares 9,791 $225K 0.02% +399 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,026 shares 2,026 $223K 0.02% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,642 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,978 shares 1,978 $221K 0.02% new 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: 1,313 shares; 2024Q4: not reported; 2025Q1: 1,320 shares; 2025Q2: 1,324 shares; 2025Q3: 1,327 shares; 2025Q4: 1,365 shares 1,365 $221K 0.02% +38 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: not reported; 2025Q1: 2,280 shares; 2025Q2: 2,243 shares; 2025Q3: 1,873 shares; 2025Q4: 1,861 shares 1,861 $221K 0.02% -12 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,313 shares; 2024Q4: 2,335 shares; 2025Q1: 2,055 shares; 2025Q2: 2,063 shares; 2025Q3: 2,083 shares; 2025Q4: 2,094 shares 2,094 $218K 0.02% +11 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,838 shares; 2025Q4: 9,684 shares 9,684 $217K 0.02% -14,154 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 358 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 359 shares 359 $217K 0.02% -37 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 751 shares; 2025Q4: 680 shares 680 $216K 0.02% -71 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES 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: 4,675 shares; 2025Q4: 4,708 shares 4,708 $216K 0.02% +33 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,870 shares 1,870 $213K 0.02% new 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: 2,517 shares; 2024Q4: 2,524 shares; 2025Q1: 2,670 shares; 2025Q2: 2,173 shares; 2025Q3: not reported; 2025Q4: 2,239 shares 2,239 $211K 0.02% new Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,905 shares; 2024Q4: 4,905 shares; 2025Q1: 4,905 shares; 2025Q2: 4,905 shares; 2025Q3: 4,905 shares; 2025Q4: 4,905 shares 4,905 $211K 0.02% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,898 shares; 2025Q3: 3,898 shares; 2025Q4: 3,898 shares 3,898 $211K 0.02% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,387 shares; 2024Q4: 6,557 shares; 2025Q1: 5,594 shares; 2025Q2: 4,394 shares; 2025Q3: not reported; 2025Q4: 4,506 shares 4,506 $210K 0.02% new Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,431 shares 2,431 $209K 0.02% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,481 shares; 2024Q4: 7,381 shares; 2025Q1: 4,280 shares; 2025Q2: 3,919 shares; 2025Q3: 2,124 shares; 2025Q4: 1,825 shares 1,825 $208K 0.02% -299 Timeline HEZU 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: 4,997 shares; 2025Q3: 4,766 shares; 2025Q4: 4,736 shares 4,736 $207K 0.02% -30 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 1,868 shares; 2025Q1: 1,877 shares; 2025Q2: 1,887 shares; 2025Q3: 1,898 shares; 2025Q4: 1,845 shares 1,845 $207K 0.02% -53 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,056 shares 2,056 $204K 0.02% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares 200 $202K 0.02% new Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,344 shares; 2025Q1: 28,675 shares; 2025Q2: 24,983 shares; 2025Q3: 51,794 shares; 2025Q4: 14,012 shares 14,012 $130K 0.01% -37,782 Timeline SNAL SNAIL INC More: the full row for SNAIL 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: 28,656 shares; 2025Q2: 20,203 shares; 2025Q3: not reported; 2025Q4: 111,491 shares 111,491 $99.1K 0.01% new Timeline BLMN BLOOMIN BRANDS INC More: the full row for BLOOMIN BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,001 shares 15,001 $92.6K 0.01% new Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES 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: 19,030 shares 19,030 $89.8K 0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,711 shares 15,711 $83.3K 0.01% new Timeline PXLW PIXELWORKS INC More: the full row for PIXELWORKS 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: 12,500 shares 12,500 $79.5K 0.01% new Timeline PMNT PERFECT MOMENT LTD More: the full row for PERFECT MOMENT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,425 shares; 2025Q1: 101,975 shares; 2025Q2: 130,762 shares; 2025Q3: 164,979 shares; 2025Q4: 185,371 shares 185,371 $77.1K 0.01% +20,392 Timeline LFMD LIFEMD INC More: the full row for LIFEMD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,208 shares; 2024Q4: 16,000 shares; 2025Q1: not reported; 2025Q2: 16,000 shares; 2025Q3: not reported; 2025Q4: 12,000 shares 12,000 $40.9K <0.01% new Timeline OPTX SYNTEC OPTICS HLDGS INC More: the full row for SYNTEC OPTICS 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: 12,444 shares 12,444 $35.6K <0.01% new Timeline MAPS WM TECHNOLOGY INC More: the full row for WM TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,074 shares 26,074 $21.5K <0.01% new Timeline BCAB BIOATLA INC More: the full row for BIOATLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,232 shares; 2025Q1: 47,232 shares; 2025Q2: 47,232 shares; 2025Q3: 47,232 shares; 2025Q4: 20,000 shares 20,000 $11.4K <0.01% -27,232 Timeline RILY BRC GROUP HOLDINGS INC More: the full row for BRC GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $5.15K <0.01% new Timeline SGMOQ SANGAMO THERAPEUTICS INC More: the full row for SANGAMO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $4.2K <0.01% 0 Timeline