SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,330,253 shares; 2024Q4: 10,339,604 shares; 2025Q1: 9,181,848 shares; 2025Q2: 9,304,081 shares; 2025Q3: 9,633,628 shares; 2025Q4: 9,936,362 shares 9,936,362 $267M 12.24% +302,734 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,916,821 shares; 2024Q4: 9,110,044 shares; 2025Q1: 8,085,589 shares; 2025Q2: 8,268,173 shares; 2025Q3: 8,751,118 shares; 2025Q4: 9,179,896 shares 9,179,896 $250M 11.43% +428,778 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: 1,848,527 shares; 2024Q4: 7,620,902 shares; 2025Q1: 6,685,573 shares; 2025Q2: 6,807,071 shares; 2025Q3: 7,014,190 shares; 2025Q4: 7,256,974 shares 7,256,974 $237M 10.83% +242,784 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,282,371 shares; 2024Q4: 7,018,602 shares; 2025Q1: 6,492,281 shares; 2025Q2: 6,556,228 shares; 2025Q3: 7,316,348 shares; 2025Q4: 8,050,164 shares 8,050,164 $194M 8.86% +733,816 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,367,778 shares; 2024Q4: 1,409,450 shares; 2025Q1: 1,373,351 shares; 2025Q2: 1,354,346 shares; 2025Q3: 1,447,942 shares; 2025Q4: 1,603,280 shares 1,603,280 $73M 3.34% +155,338 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: 286,081 shares; 2024Q4: 296,955 shares; 2025Q1: 295,373 shares; 2025Q2: 309,883 shares; 2025Q3: 328,554 shares; 2025Q4: 347,264 shares 347,264 $61.6M 2.82% +18,710 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: 109,004 shares; 2024Q4: 290,643 shares; 2025Q1: 395,896 shares; 2025Q2: 1,069,548 shares; 2025Q3: 1,156,105 shares; 2025Q4: 1,253,478 shares 1,253,478 $59.4M 2.72% +97,373 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: 178,989 shares; 2024Q4: 184,657 shares; 2025Q1: 181,127 shares; 2025Q2: 186,310 shares; 2025Q3: 193,622 shares; 2025Q4: 203,205 shares 203,205 $56.7M 2.6% +9,583 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: 262,222 shares; 2024Q4: 266,225 shares; 2025Q1: 265,607 shares; 2025Q2: 255,476 shares; 2025Q3: 263,626 shares; 2025Q4: 270,691 shares 270,691 $51.9M 2.37% +7,065 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: 1,423,928 shares; 2024Q4: 2,768,143 shares; 2025Q1: 2,653,953 shares; 2025Q2: 1,707,052 shares; 2025Q3: 1,779,505 shares; 2025Q4: 1,916,045 shares 1,916,045 $44.8M 2.05% +136,540 Timeline SCHE 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: 1,304,505 shares; 2024Q4: 1,217,631 shares; 2025Q1: 1,096,378 shares; 2025Q2: 1,018,940 shares; 2025Q3: 1,000,797 shares; 2025Q4: 982,428 shares 982,428 $32.2M 1.47% -18,369 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: 781,440 shares; 2024Q4: 901,184 shares; 2025Q1: 899,395 shares; 2025Q2: 968,637 shares; 2025Q3: 1,036,507 shares; 2025Q4: 1,147,029 shares 1,147,029 $30.4M 1.39% +110,522 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: 122,296 shares; 2024Q4: 128,011 shares; 2025Q1: 126,938 shares; 2025Q2: 128,647 shares; 2025Q3: 130,500 shares; 2025Q4: 133,850 shares 133,850 $28.3M 1.3% +3,350 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: 40,770 shares; 2024Q4: 41,619 shares; 2025Q1: 38,001 shares; 2025Q2: 38,704 shares; 2025Q3: 38,269 shares; 2025Q4: 37,913 shares 37,913 $26M 1.19% -356 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: 76,494 shares; 2024Q4: 81,051 shares; 2025Q1: 81,070 shares; 2025Q2: 80,703 shares; 2025Q3: 74,059 shares; 2025Q4: 77,204 shares 77,204 $23.3M 1.07% +3,145 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: 78,385 shares; 2024Q4: 81,595 shares; 2025Q1: 74,678 shares; 2025Q2: 80,263 shares; 2025Q3: 82,549 shares; 2025Q4: 84,619 shares 84,619 $23M 1.05% +2,070 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,567 shares; 2024Q4: 195,119 shares; 2025Q1: 321,746 shares; 2025Q2: 398,018 shares; 2025Q3: 556,084 shares; 2025Q4: 737,254 shares 737,254 $22.8M 1.04% +181,170 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: 187,972 shares; 2024Q4: 203,064 shares; 2025Q1: 156,636 shares; 2025Q2: 218,188 shares; 2025Q3: 221,830 shares; 2025Q4: 226,085 shares 226,085 $20.2M 0.93% +4,255 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: 89,383 shares; 2024Q4: 90,998 shares; 2025Q1: 93,613 shares; 2025Q2: 92,742 shares; 2025Q3: 98,295 shares; 2025Q4: 105,161 shares 105,161 $19.6M 0.9% +6,866 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,717 shares; 2024Q4: 194,995 shares; 2025Q1: 179,616 shares; 2025Q2: 188,139 shares; 2025Q3: 212,664 shares; 2025Q4: 239,682 shares 239,682 $18.9M 0.86% +27,018 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,872 shares; 2024Q4: 330,459 shares; 2025Q1: 268,873 shares; 2025Q2: 330,910 shares; 2025Q3: 329,517 shares; 2025Q4: 325,735 shares 325,735 $18.5M 0.85% -3,782 Timeline MDYG 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: 223,285 shares; 2024Q4: 210,970 shares; 2025Q1: 193,055 shares; 2025Q2: 187,998 shares; 2025Q3: 185,017 shares; 2025Q4: 182,193 shares 182,193 $16.8M 0.77% -2,824 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: 45,683 shares; 2024Q4: 57,082 shares; 2025Q1: 52,966 shares; 2025Q2: 54,450 shares; 2025Q3: 57,392 shares; 2025Q4: 59,692 shares 59,692 $15.4M 0.7% +2,300 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,620 shares; 2024Q4: 58,925 shares; 2025Q1: 59,723 shares; 2025Q2: 52,516 shares; 2025Q3: 50,981 shares; 2025Q4: 49,398 shares 49,398 $13.7M 0.63% -1,583 Timeline MDYV 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: 178,410 shares; 2024Q4: 165,888 shares; 2025Q1: 155,544 shares; 2025Q2: 153,601 shares; 2025Q3: 150,744 shares; 2025Q4: 148,150 shares 148,150 $12.5M 0.57% -2,594 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,030 shares; 2024Q4: 359,996 shares; 2025Q1: 355,075 shares; 2025Q2: 371,836 shares; 2025Q3: 409,042 shares; 2025Q4: 462,300 shares 462,300 $11.6M 0.53% +53,258 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: 16,273 shares; 2024Q4: 17,898 shares; 2025Q1: 17,034 shares; 2025Q2: 17,813 shares; 2025Q3: 20,925 shares; 2025Q4: 23,290 shares 23,290 $11.3M 0.52% +2,365 Timeline FNDE 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: 302,332 shares; 2024Q4: 279,661 shares; 2025Q1: 266,094 shares; 2025Q2: 320,551 shares; 2025Q3: 314,691 shares; 2025Q4: 311,008 shares 311,008 $11.2M 0.51% -3,683 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 191,975 shares; 2025Q1: 230,244 shares; 2025Q2: 227,660 shares; 2025Q3: 236,116 shares; 2025Q4: 249,172 shares 249,172 $11M 0.51% +13,056 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,655 shares; 2024Q4: 109,740 shares; 2025Q1: 106,988 shares; 2025Q2: 110,856 shares; 2025Q3: 115,222 shares; 2025Q4: 123,059 shares 123,059 $11M 0.5% +7,837 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,038 shares; 2024Q4: 91,981 shares; 2025Q1: 90,082 shares; 2025Q2: 91,857 shares; 2025Q3: 96,177 shares; 2025Q4: 102,912 shares 102,912 $10.1M 0.46% +6,735 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,510 shares; 2024Q4: 284,532 shares; 2025Q1: 245,856 shares; 2025Q2: 304,037 shares; 2025Q3: 322,930 shares; 2025Q4: 356,388 shares 356,388 $9.44M 0.43% +33,458 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: 12,597 shares; 2024Q4: 12,549 shares; 2025Q1: 10,482 shares; 2025Q2: 19,000 shares; 2025Q3: 18,279 shares; 2025Q4: 17,796 shares 17,796 $8.42M 0.39% -483 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,754 shares; 2024Q4: 205,620 shares; 2025Q1: 204,395 shares; 2025Q2: 201,951 shares; 2025Q3: 201,542 shares; 2025Q4: 200,085 shares 200,085 $8.38M 0.38% -1,457 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: 25,455 shares; 2024Q4: 27,351 shares; 2025Q1: 27,117 shares; 2025Q2: 30,140 shares; 2025Q3: 32,747 shares; 2025Q4: 36,093 shares 36,093 $8.33M 0.38% +3,346 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,408 shares; 2024Q4: 213,362 shares; 2025Q1: 209,362 shares; 2025Q2: 224,377 shares; 2025Q3: 235,442 shares; 2025Q4: 292,967 shares 292,967 $7.12M 0.33% +57,525 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: 247,344 shares; 2024Q4: 232,448 shares; 2025Q1: 142,491 shares; 2025Q2: 129,011 shares; 2025Q3: 138,942 shares; 2025Q4: 155,134 shares 155,134 $7.09M 0.32% +16,192 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: 116,726 shares; 2024Q4: 129,091 shares; 2025Q1: 98,235 shares; 2025Q2: 97,334 shares; 2025Q3: 112,582 shares; 2025Q4: 108,925 shares 108,925 $6.8M 0.31% -3,657 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,733 shares; 2024Q4: 10,254 shares; 2025Q1: 10,069 shares; 2025Q2: 22,537 shares; 2025Q3: 21,713 shares; 2025Q4: 21,318 shares 21,318 $6.71M 0.31% -395 Timeline ISCF 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: 141,615 shares; 2024Q4: 162,424 shares; 2025Q1: 145,361 shares; 2025Q2: 158,882 shares; 2025Q3: 157,873 shares; 2025Q4: 160,908 shares 160,908 $6.67M 0.31% +3,035 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: 51,587 shares; 2024Q4: 53,205 shares; 2025Q1: 36,884 shares; 2025Q2: 49,117 shares; 2025Q3: 47,470 shares; 2025Q4: 46,266 shares 46,266 $6.53M 0.3% -1,204 Timeline AGZD 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: 196,172 shares; 2024Q4: 203,374 shares; 2025Q1: 203,166 shares; 2025Q2: 216,313 shares; 2025Q3: 244,369 shares; 2025Q4: 284,437 shares 284,437 $6.4M 0.29% +40,068 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: 16,758 shares; 2024Q4: 17,609 shares; 2025Q1: 16,679 shares; 2025Q2: 32,836 shares; 2025Q3: 32,728 shares; 2025Q4: 33,332 shares 33,332 $6.37M 0.29% +604 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: 53,922 shares; 2024Q4: 52,194 shares; 2025Q1: 44,116 shares; 2025Q2: 46,401 shares; 2025Q3: 44,808 shares; 2025Q4: 45,825 shares 45,825 $6.28M 0.29% +1,017 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: 110,856 shares; 2024Q4: 114,175 shares; 2025Q1: 44,910 shares; 2025Q2: 50,689 shares; 2025Q3: 49,641 shares; 2025Q4: 51,689 shares 51,689 $6.21M 0.28% +2,048 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: 50,501 shares; 2024Q4: 51,102 shares; 2025Q1: 19,923 shares; 2025Q2: 20,595 shares; 2025Q3: 20,086 shares; 2025Q4: 20,958 shares 20,958 $6.08M 0.28% +872 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,889 shares; 2024Q4: 235,791 shares; 2025Q1: 215,839 shares; 2025Q2: 208,607 shares; 2025Q3: 197,256 shares; 2025Q4: 190,350 shares 190,350 $6M 0.27% -6,906 Timeline SLYV 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: 63,855 shares; 2024Q4: 60,075 shares; 2025Q1: 60,154 shares; 2025Q2: 63,842 shares; 2025Q3: 62,148 shares; 2025Q4: 59,162 shares 59,162 $5.38M 0.25% -2,986 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: 5,517 shares; 2024Q4: 5,753 shares; 2025Q1: 5,556 shares; 2025Q2: 6,325 shares; 2025Q3: 6,667 shares; 2025Q4: 8,097 shares 8,097 $5.34M 0.24% +1,430 Timeline PGX 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: 606,565 shares; 2024Q4: 582,099 shares; 2025Q1: 487,953 shares; 2025Q2: 471,310 shares; 2025Q3: 467,163 shares; 2025Q4: 470,500 shares 470,500 $5.29M 0.24% +3,337 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: 64,977 shares; 2024Q4: 65,825 shares; 2025Q1: 43,115 shares; 2025Q2: 36,101 shares; 2025Q3: 40,202 shares; 2025Q4: 48,619 shares 48,619 $5.21M 0.24% +8,417 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: 116,891 shares; 2024Q4: 113,419 shares; 2025Q1: 94,315 shares; 2025Q2: 90,542 shares; 2025Q3: 90,575 shares; 2025Q4: 94,756 shares 94,756 $5.09M 0.23% +4,181 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,458 shares; 2024Q4: 82,101 shares; 2025Q1: 54,014 shares; 2025Q2: 90,540 shares; 2025Q3: 96,215 shares; 2025Q4: 106,049 shares 106,049 $5.09M 0.23% +9,834 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: 11,789 shares; 2024Q4: 12,586 shares; 2025Q1: 11,471 shares; 2025Q2: 15,607 shares; 2025Q3: 15,343 shares; 2025Q4: 14,694 shares 14,694 $5.04M 0.23% -649 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: 7,045 shares; 2024Q4: 7,480 shares; 2025Q1: 7,207 shares; 2025Q2: 6,874 shares; 2025Q3: 7,348 shares; 2025Q4: 7,873 shares 7,873 $4.94M 0.23% +525 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: 10,757 shares; 2024Q4: 11,576 shares; 2025Q1: 11,205 shares; 2025Q2: 13,110 shares; 2025Q3: 14,137 shares; 2025Q4: 15,653 shares 15,653 $4.9M 0.22% +1,516 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: 8,722 shares; 2024Q4: 10,019 shares; 2025Q1: 6,888 shares; 2025Q2: 7,547 shares; 2025Q3: 7,591 shares; 2025Q4: 7,174 shares 7,174 $4.89M 0.22% -417 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,413 shares; 2024Q4: 145,696 shares; 2025Q1: 143,413 shares; 2025Q2: 143,484 shares; 2025Q3: 143,477 shares; 2025Q4: 136,972 shares 136,972 $4.87M 0.22% -6,505 Timeline EMXC 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: 127,178 shares; 2024Q4: 135,894 shares; 2025Q1: 62,420 shares; 2025Q2: 58,690 shares; 2025Q3: 60,906 shares; 2025Q4: 64,617 shares 64,617 $4.7M 0.21% +3,711 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: 6,264 shares; 2024Q4: 6,316 shares; 2025Q1: 5,357 shares; 2025Q2: 5,476 shares; 2025Q3: 6,099 shares; 2025Q4: 6,208 shares 6,208 $4.68M 0.21% +109 Timeline GSLC 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: 36,019 shares; 2024Q4: 34,640 shares; 2025Q1: 33,805 shares; 2025Q2: 33,095 shares; 2025Q3: 35,925 shares; 2025Q4: 34,817 shares 34,817 $4.61M 0.21% -1,108 Timeline SLYG 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: 58,312 shares; 2024Q4: 54,265 shares; 2025Q1: 52,484 shares; 2025Q2: 56,999 shares; 2025Q3: 50,390 shares; 2025Q4: 48,338 shares 48,338 $4.55M 0.21% -2,052 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: 78,567 shares; 2024Q4: 89,386 shares; 2025Q1: 38,128 shares; 2025Q2: 39,069 shares; 2025Q3: 38,186 shares; 2025Q4: 39,130 shares 39,130 $4.46M 0.2% +944 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: 17,319 shares; 2024Q4: 69,732 shares; 2025Q1: 96,962 shares; 2025Q2: 125,133 shares; 2025Q3: 162,584 shares; 2025Q4: 219,214 shares 219,214 $4.25M 0.19% +56,630 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: 4,312 shares; 2024Q4: 8,131 shares; 2025Q1: 7,378 shares; 2025Q2: 7,278 shares; 2025Q3: 9,371 shares; 2025Q4: 12,087 shares 12,087 $4.18M 0.19% +2,716 Timeline SWAN 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: 111,519 shares; 2024Q4: 110,146 shares; 2025Q1: 110,107 shares; 2025Q2: 114,500 shares; 2025Q3: 119,519 shares; 2025Q4: 127,328 shares 127,328 $4.13M 0.19% +7,809 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: 76,940 shares; 2024Q4: 78,582 shares; 2025Q1: 78,977 shares; 2025Q2: 82,130 shares; 2025Q3: 87,308 shares; 2025Q4: 92,356 shares 92,356 $4.11M 0.19% +5,048 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: 121,688 shares; 2024Q4: 120,471 shares; 2025Q1: 85,660 shares; 2025Q2: 78,606 shares; 2025Q3: 77,905 shares; 2025Q4: 79,508 shares 79,508 $4M 0.18% +1,603 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: 6,900 shares; 2024Q4: 6,451 shares; 2025Q1: 6,190 shares; 2025Q2: 7,262 shares; 2025Q3: 7,400 shares; 2025Q4: 7,967 shares 7,967 $3.89M 0.18% +567 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,774 shares; 2024Q4: 329,882 shares; 2025Q1: 194,325 shares; 2025Q2: 212,171 shares; 2025Q3: 172,883 shares; 2025Q4: 166,678 shares 166,678 $3.87M 0.18% -6,205 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: 3,150 shares; 2024Q4: 3,377 shares; 2025Q1: 3,255 shares; 2025Q2: 3,257 shares; 2025Q3: 3,521 shares; 2025Q4: 3,590 shares 3,590 $3.86M 0.18% +69 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,164 shares; 2024Q4: 250,104 shares; 2025Q1: 155,834 shares; 2025Q2: 42,476 shares; 2025Q3: 146,387 shares; 2025Q4: 153,658 shares 153,658 $3.77M 0.17% +7,271 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: 7,232 shares; 2024Q4: 6,578 shares; 2025Q1: 7,780 shares; 2025Q2: 7,538 shares; 2025Q3: 7,623 shares; 2025Q4: 8,342 shares 8,342 $3.75M 0.17% +719 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: 8,785 shares; 2024Q4: 11,039 shares; 2025Q1: 11,220 shares; 2025Q2: 12,940 shares; 2025Q3: 11,952 shares; 2025Q4: 11,951 shares 11,951 $3.75M 0.17% -1 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,644 shares; 2024Q4: 98,431 shares; 2025Q1: 127,910 shares; 2025Q2: 146,116 shares; 2025Q3: 171,253 shares; 2025Q4: 196,604 shares 196,604 $3.74M 0.17% +25,351 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: 49,864 shares; 2024Q4: 50,634 shares; 2025Q1: 33,979 shares; 2025Q2: 34,148 shares; 2025Q3: 35,161 shares; 2025Q4: 38,577 shares 38,577 $3.7M 0.17% +3,416 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: 17,377 shares; 2024Q4: 17,408 shares; 2025Q1: 15,746 shares; 2025Q2: 10,212 shares; 2025Q3: 10,587 shares; 2025Q4: 15,844 shares 15,844 $3.62M 0.17% +5,257 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,638 shares; 2024Q4: 79,296 shares; 2025Q1: 60,291 shares; 2025Q2: 87,208 shares; 2025Q3: 87,684 shares; 2025Q4: 87,757 shares 87,757 $3.59M 0.16% +73 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: 49,328 shares; 2024Q4: 145,070 shares; 2025Q1: 147,173 shares; 2025Q2: 139,723 shares; 2025Q3: 133,859 shares; 2025Q4: 130,354 shares 130,354 $3.58M 0.16% -3,505 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,847 shares; 2024Q4: 232,697 shares; 2025Q1: 209,357 shares; 2025Q2: 197,485 shares; 2025Q3: 172,896 shares; 2025Q4: 165,238 shares 165,238 $3.47M 0.16% -7,658 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,737 shares; 2024Q4: 80,737 shares; 2025Q1: 80,110 shares; 2025Q2: 77,763 shares; 2025Q3: 76,960 shares; 2025Q4: 74,386 shares 74,386 $3.45M 0.16% -2,574 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: 16,395 shares; 2024Q4: 85,284 shares; 2025Q1: 101,189 shares; 2025Q2: 101,998 shares; 2025Q3: 103,019 shares; 2025Q4: 106,755 shares 106,755 $3.21M 0.15% +3,736 Timeline HYG 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: 57,145 shares; 2024Q4: 52,562 shares; 2025Q1: 46,965 shares; 2025Q2: 45,810 shares; 2025Q3: 40,703 shares; 2025Q4: 38,869 shares 38,869 $3.13M 0.14% -1,834 Timeline PULS PGIM ETF TR More: the full row for PGIM 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: 10,020 shares; 2025Q4: 62,922 shares 62,922 $3.12M 0.14% +52,902 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,745 shares; 2024Q4: 25,372 shares; 2025Q1: 26,353 shares; 2025Q2: 23,628 shares; 2025Q3: 25,415 shares; 2025Q4: 25,371 shares 25,371 $3.11M 0.14% -44 Timeline SGOV 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: 33,732 shares; 2024Q4: 41,126 shares; 2025Q1: 31,901 shares; 2025Q2: 28,830 shares; 2025Q3: 24,656 shares; 2025Q4: 29,238 shares 29,238 $2.93M 0.13% +4,582 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: 4,991 shares; 2024Q4: 5,057 shares; 2025Q1: 4,915 shares; 2025Q2: 5,144 shares; 2025Q3: 5,346 shares; 2025Q4: 5,652 shares 5,652 $2.84M 0.13% +306 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: 40,009 shares; 2024Q4: 12,733 shares; 2025Q1: 9,564 shares; 2025Q2: 8,861 shares; 2025Q3: 8,477 shares; 2025Q4: 8,362 shares 8,362 $2.8M 0.13% -115 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,754 shares; 2024Q4: 7,606 shares; 2025Q1: 7,916 shares; 2025Q2: 9,530 shares; 2025Q3: 9,367 shares; 2025Q4: 14,118 shares 14,118 $2.75M 0.13% +4,751 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,000 shares; 2024Q4: 74,173 shares; 2025Q1: 50,402 shares; 2025Q2: 49,644 shares; 2025Q3: 52,388 shares; 2025Q4: 55,811 shares 55,811 $2.61M 0.12% +3,423 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: 6,596 shares; 2024Q4: 6,555 shares; 2025Q1: 6,534 shares; 2025Q2: 6,633 shares; 2025Q3: 6,750 shares; 2025Q4: 6,827 shares 6,827 $2.53M 0.12% +77 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,053 shares; 2024Q4: 99,711 shares; 2025Q1: 85,706 shares; 2025Q2: 89,719 shares; 2025Q3: 87,768 shares; 2025Q4: 86,251 shares 86,251 $2.46M 0.11% -1,517 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,081 shares; 2024Q4: 18,072 shares; 2025Q1: 17,699 shares; 2025Q2: 17,499 shares; 2025Q3: 17,376 shares; 2025Q4: 17,559 shares 17,559 $2.4M 0.11% +183 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: 56,137 shares; 2024Q4: 53,684 shares; 2025Q1: 50,863 shares; 2025Q2: 43,761 shares; 2025Q3: 41,607 shares; 2025Q4: 39,947 shares 39,947 $2.37M 0.11% -1,660 Timeline SPYD 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: 41,139 shares; 2024Q4: 43,826 shares; 2025Q1: 42,870 shares; 2025Q2: 44,305 shares; 2025Q3: 45,705 shares; 2025Q4: 52,080 shares 52,080 $2.25M 0.1% +6,375 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: 8,681 shares; 2024Q4: 9,044 shares; 2025Q1: 10,021 shares; 2025Q2: 13,334 shares; 2025Q3: 12,802 shares; 2025Q4: 12,399 shares 12,399 $2.25M 0.1% -403 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: 4,770 shares; 2024Q4: 4,729 shares; 2025Q1: 3,350 shares; 2025Q2: 3,711 shares; 2025Q3: 3,926 shares; 2025Q4: 3,630 shares 3,630 $2.23M 0.1% -296 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: 5,994 shares; 2024Q4: 6,815 shares; 2025Q1: 12,159 shares; 2025Q2: 12,435 shares; 2025Q3: 9,193 shares; 2025Q4: 12,530 shares 12,530 $2.23M 0.1% +3,337 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: 61,447 shares; 2024Q4: 50,159 shares; 2025Q1: 44,009 shares; 2025Q2: 23,460 shares; 2025Q3: 22,629 shares; 2025Q4: 22,038 shares 22,038 $2.2M 0.1% -591 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: 17,951 shares; 2024Q4: 18,664 shares; 2025Q1: 18,576 shares; 2025Q2: 20,153 shares; 2025Q3: 20,424 shares; 2025Q4: 20,515 shares 20,515 $2.16M 0.1% +91 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: 13,816 shares; 2024Q4: 17,625 shares; 2025Q1: 18,053 shares; 2025Q2: 18,198 shares; 2025Q3: 19,296 shares; 2025Q4: 17,768 shares 17,768 $2.14M 0.1% -1,528 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM 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: 224,447 shares 224,447 $2.02M 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,674 shares; 2025Q3: 40,014 shares; 2025Q4: 39,926 shares 39,926 $2.02M 0.09% -88 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,229 shares; 2025Q1: 39,611 shares; 2025Q2: 54,458 shares; 2025Q3: 68,653 shares; 2025Q4: 85,320 shares 85,320 $2M 0.09% +16,667 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: 21,402 shares; 2024Q4: 21,817 shares; 2025Q1: 18,027 shares; 2025Q2: 18,192 shares; 2025Q3: 17,634 shares; 2025Q4: 18,281 shares 18,281 $1.95M 0.09% +647 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: 1,529 shares; 2024Q4: 1,643 shares; 2025Q1: 1,613 shares; 2025Q2: 1,805 shares; 2025Q3: 1,756 shares; 2025Q4: 20,631 shares 20,631 $1.93M 0.09% +18,875 Timeline QUS 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: 12,732 shares; 2024Q4: 12,077 shares; 2025Q1: 11,809 shares; 2025Q2: 11,395 shares; 2025Q3: 11,114 shares; 2025Q4: 11,077 shares 11,077 $1.93M 0.09% -37 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: 7,122 shares; 2024Q4: 7,148 shares; 2025Q1: 6,808 shares; 2025Q2: 7,563 shares; 2025Q3: 6,137 shares; 2025Q4: 5,802 shares 5,802 $1.87M 0.09% -335 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: 4,802 shares; 2024Q4: 5,132 shares; 2025Q1: 4,842 shares; 2025Q2: 5,284 shares; 2025Q3: 19,735 shares; 2025Q4: 18,812 shares 18,812 $1.87M 0.09% -923 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: not reported; 2024Q4: 11,865 shares; 2025Q1: 4,474 shares; 2025Q2: 24,131 shares; 2025Q3: 24,210 shares; 2025Q4: 25,971 shares 25,971 $1.85M 0.08% +1,761 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: 18,299 shares; 2024Q4: 22,595 shares; 2025Q1: 29,675 shares; 2025Q2: 21,221 shares; 2025Q3: 22,344 shares; 2025Q4: 21,262 shares 21,262 $1.85M 0.08% -1,082 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 3,892 shares; 2025Q1: 3,746 shares; 2025Q2: 4,647 shares; 2025Q3: 4,975 shares; 2025Q4: 5,274 shares 5,274 $1.85M 0.08% +299 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: 4,259 shares; 2024Q4: 4,799 shares; 2025Q1: 4,934 shares; 2025Q2: 4,993 shares; 2025Q3: 5,233 shares; 2025Q4: 5,702 shares 5,702 $1.84M 0.08% +469 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,699 shares; 2025Q1: 22,610 shares; 2025Q2: 40,036 shares; 2025Q3: 39,932 shares; 2025Q4: 39,595 shares 39,595 $1.82M 0.08% -337 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT 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: 34,585 shares; 2025Q2: 39,296 shares; 2025Q3: 37,644 shares; 2025Q4: 55,023 shares 55,023 $1.82M 0.08% +17,379 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: 10,345 shares; 2024Q4: 9,744 shares; 2025Q1: 6,920 shares; 2025Q2: 8,459 shares; 2025Q3: 8,201 shares; 2025Q4: 8,421 shares 8,421 $1.77M 0.08% +220 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,966 shares; 2025Q1: 113,350 shares; 2025Q2: 172,330 shares; 2025Q3: 173,629 shares; 2025Q4: 215,214 shares 215,214 $1.67M 0.08% +41,585 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: 3,871 shares; 2024Q4: 4,069 shares; 2025Q1: 3,780 shares; 2025Q2: 4,316 shares; 2025Q3: 4,813 shares; 2025Q4: 4,832 shares 4,832 $1.66M 0.08% +19 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,332 shares; 2025Q1: 44,259 shares; 2025Q2: 44,768 shares; 2025Q3: 44,233 shares; 2025Q4: 42,144 shares 42,144 $1.62M 0.07% -2,089 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,621 shares; 2024Q4: 8,157 shares; 2025Q1: 6,976 shares; 2025Q2: 8,142 shares; 2025Q3: 7,479 shares; 2025Q4: 7,556 shares 7,556 $1.56M 0.07% +77 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,196 shares; 2024Q4: 7,140 shares; 2025Q1: 5,148 shares; 2025Q2: 19,563 shares; 2025Q3: 19,715 shares; 2025Q4: 19,478 shares 19,478 $1.56M 0.07% -237 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: 11,942 shares; 2024Q4: 9,557 shares; 2025Q1: 9,273 shares; 2025Q2: 9,592 shares; 2025Q3: 11,875 shares; 2025Q4: 13,160 shares 13,160 $1.47M 0.07% +1,285 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,621 shares; 2024Q4: 8,625 shares; 2025Q1: 8,719 shares; 2025Q2: 8,762 shares; 2025Q3: 8,874 shares; 2025Q4: 8,993 shares 8,993 $1.46M 0.07% +119 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,149 shares; 2024Q4: 28,952 shares; 2025Q1: 28,815 shares; 2025Q2: 28,303 shares; 2025Q3: 30,068 shares; 2025Q4: 32,906 shares 32,906 $1.45M 0.07% +2,838 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,908 shares; 2024Q4: 34,533 shares; 2025Q1: 27,389 shares; 2025Q2: 27,419 shares; 2025Q3: 27,417 shares; 2025Q4: 27,502 shares 27,502 $1.44M 0.07% +85 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: 77,595 shares; 2024Q4: 77,595 shares; 2025Q1: 79,786 shares; 2025Q2: 78,459 shares; 2025Q3: 79,652 shares; 2025Q4: 85,740 shares 85,740 $1.41M 0.06% +6,088 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,049 shares; 2024Q4: 4,709 shares; 2025Q1: 2,541 shares; 2025Q2: 3,464 shares; 2025Q3: 2,644 shares; 2025Q4: 9,466 shares 9,466 $1.36M 0.06% +6,822 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,818 shares; 2024Q4: 26,375 shares; 2025Q1: 25,178 shares; 2025Q2: 28,043 shares; 2025Q3: 30,687 shares; 2025Q4: 33,303 shares 33,303 $1.35M 0.06% +2,616 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: 3,570 shares; 2024Q4: 3,640 shares; 2025Q1: 2,572 shares; 2025Q2: 2,911 shares; 2025Q3: 3,081 shares; 2025Q4: 4,562 shares 4,562 $1.35M 0.06% +1,481 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,446 shares; 2024Q4: 8,081 shares; 2025Q1: 7,458 shares; 2025Q2: 8,304 shares; 2025Q3: 8,587 shares; 2025Q4: 8,788 shares 8,788 $1.35M 0.06% +201 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: 5,009 shares; 2024Q4: 4,979 shares; 2025Q1: 4,270 shares; 2025Q2: 5,268 shares; 2025Q3: 6,032 shares; 2025Q4: 6,094 shares 6,094 $1.34M 0.06% +62 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: 12,301 shares; 2024Q4: 12,528 shares; 2025Q1: 9,347 shares; 2025Q2: 9,939 shares; 2025Q3: 10,517 shares; 2025Q4: 17,118 shares 17,118 $1.33M 0.06% +6,601 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,401 shares; 2024Q4: 22,433 shares; 2025Q1: 15,095 shares; 2025Q2: 14,432 shares; 2025Q3: 12,495 shares; 2025Q4: 12,248 shares 12,248 $1.31M 0.06% -247 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 3,901 shares; 2025Q1: 3,948 shares; 2025Q2: 8,424 shares; 2025Q3: 7,010 shares; 2025Q4: 7,003 shares 7,003 $1.3M 0.06% -7 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: 4,859 shares; 2024Q4: 5,800 shares; 2025Q1: 11,925 shares; 2025Q2: 10,425 shares; 2025Q3: 20,344 shares; 2025Q4: 23,124 shares 23,124 $1.25M 0.06% +2,780 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,118 shares; 2024Q4: 21,930 shares; 2025Q1: 21,327 shares; 2025Q2: 23,734 shares; 2025Q3: 26,152 shares; 2025Q4: 29,913 shares 29,913 $1.23M 0.06% +3,761 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: 752 shares; 2024Q4: 896 shares; 2025Q1: 815 shares; 2025Q2: 1,135 shares; 2025Q3: 1,414 shares; 2025Q4: 1,423 shares 1,423 $1.23M 0.06% +9 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,349 shares; 2024Q4: 92,595 shares; 2025Q1: 50,121 shares; 2025Q2: 36,553 shares; 2025Q3: 39,234 shares; 2025Q4: 48,837 shares 48,837 $1.22M 0.06% +9,603 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: 5,203 shares; 2024Q4: 5,562 shares; 2025Q1: 6,983 shares; 2025Q2: 8,033 shares; 2025Q3: 8,883 shares; 2025Q4: 8,492 shares 8,492 $1.22M 0.06% -391 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: 856 shares; 2024Q4: 1,732 shares; 2025Q1: 1,843 shares; 2025Q2: 1,872 shares; 2025Q3: 2,071 shares; 2025Q4: 2,123 shares 2,123 $1.22M 0.06% +52 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,470 shares; 2024Q4: 14,700 shares; 2025Q1: 14,074 shares; 2025Q2: 14,917 shares; 2025Q3: 17,519 shares; 2025Q4: 17,352 shares 17,352 $1.21M 0.06% -167 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,488 shares; 2024Q4: 11,292 shares; 2025Q1: 12,431 shares; 2025Q2: 12,578 shares; 2025Q3: 12,573 shares; 2025Q4: 13,127 shares 13,127 $1.19M 0.05% +554 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: 10,288 shares; 2024Q4: 10,157 shares; 2025Q1: 8,626 shares; 2025Q2: 8,160 shares; 2025Q3: 5,061 shares; 2025Q4: 7,540 shares 7,540 $1.17M 0.05% +2,479 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: 74,597 shares; 2024Q4: 74,318 shares; 2025Q1: 67,841 shares; 2025Q2: 61,391 shares; 2025Q3: 63,377 shares; 2025Q4: 63,686 shares 63,686 $1.12M 0.05% +309 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: 28,645 shares; 2024Q4: 29,476 shares; 2025Q1: 31,774 shares; 2025Q2: 31,493 shares; 2025Q3: 31,494 shares; 2025Q4: 34,338 shares 34,338 $1.1M 0.05% +2,844 Timeline HYZD 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: 64,374 shares; 2024Q4: 59,081 shares; 2025Q1: 54,140 shares; 2025Q2: 51,888 shares; 2025Q3: 50,282 shares; 2025Q4: 48,836 shares 48,836 $1.1M 0.05% -1,446 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: 1,174 shares; 2024Q4: 1,474 shares; 2025Q1: 1,292 shares; 2025Q2: 1,601 shares; 2025Q3: 1,851 shares; 2025Q4: 1,910 shares 1,910 $1.09M 0.05% +59 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,281 shares; 2024Q4: 11,813 shares; 2025Q1: 8,572 shares; 2025Q2: 8,370 shares; 2025Q3: 8,391 shares; 2025Q4: 8,707 shares 8,707 $1.06M 0.05% +316 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: 28,013 shares; 2024Q4: 32,609 shares; 2025Q1: 36,118 shares; 2025Q2: 45,221 shares; 2025Q3: 42,972 shares; 2025Q4: 42,613 shares 42,613 $1.06M 0.05% -359 Timeline IWL 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: 2,762 shares; 2024Q4: 2,698 shares; 2025Q1: 4,952 shares; 2025Q2: 7,875 shares; 2025Q3: 7,349 shares; 2025Q4: 6,151 shares 6,151 $1.05M 0.05% -1,198 Timeline IFLN 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: 65,085 shares; 2024Q4: 61,443 shares; 2025Q1: 58,592 shares; 2025Q2: 56,518 shares; 2025Q3: 56,027 shares; 2025Q4: 56,106 shares 56,106 $1.04M 0.05% +79 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: 3,407 shares; 2024Q4: 3,212 shares; 2025Q1: 3,454 shares; 2025Q2: 4,361 shares; 2025Q3: 5,316 shares; 2025Q4: 4,871 shares 4,871 $1.04M 0.05% -445 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: 2,542 shares; 2024Q4: 2,440 shares; 2025Q1: 2,040 shares; 2025Q2: 2,763 shares; 2025Q3: 3,302 shares; 2025Q4: 3,362 shares 3,362 $1.04M 0.05% +60 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 20,364 shares 20,364 $1.03M 0.05% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 2,466 shares; 2025Q1: 3,129 shares; 2025Q2: 2,843 shares; 2025Q3: 4,522 shares; 2025Q4: 4,705 shares 4,705 $1.02M 0.05% +183 Timeline QYLD 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: 32,611 shares; 2024Q4: 41,593 shares; 2025Q1: 38,039 shares; 2025Q2: 42,920 shares; 2025Q3: 49,414 shares; 2025Q4: 57,336 shares 57,336 $1.01M 0.05% +7,922 Timeline SCHK 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: 9,280 shares; 2024Q4: 17,883 shares; 2025Q1: 12,917 shares; 2025Q2: 31,079 shares; 2025Q3: 31,068 shares; 2025Q4: 30,657 shares 30,657 $1.01M 0.05% -411 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: 11,083 shares; 2024Q4: 11,937 shares; 2025Q1: 10,205 shares; 2025Q2: 9,052 shares; 2025Q3: 8,842 shares; 2025Q4: 22,136 shares 22,136 $990K 0.05% +13,294 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: 10,160 shares; 2024Q4: 15,309 shares; 2025Q1: 18,178 shares; 2025Q2: 11,489 shares; 2025Q3: 13,937 shares; 2025Q4: 14,494 shares 14,494 $974K 0.04% +557 Timeline ESGD 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: 4,047 shares; 2024Q4: 4,851 shares; 2025Q1: 5,593 shares; 2025Q2: 5,879 shares; 2025Q3: 5,988 shares; 2025Q4: 10,109 shares 10,109 $961K 0.04% +4,121 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: 2,471 shares; 2024Q4: 2,474 shares; 2025Q1: 1,615 shares; 2025Q2: 3,418 shares; 2025Q3: 3,345 shares; 2025Q4: 3,847 shares 3,847 $947K 0.04% +502 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: 5,386 shares; 2024Q4: 5,844 shares; 2025Q1: 3,118 shares; 2025Q2: 2,770 shares; 2025Q3: 3,000 shares; 2025Q4: 3,047 shares 3,047 $918K 0.04% +47 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,825 shares; 2025Q3: 8,583 shares; 2025Q4: 11,944 shares 11,944 $901K 0.04% +3,361 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,426 shares; 2024Q4: 7,769 shares; 2025Q1: 6,539 shares; 2025Q2: 6,650 shares; 2025Q3: 6,580 shares; 2025Q4: 6,939 shares 6,939 $895K 0.04% +359 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: 8,059 shares; 2024Q4: 7,833 shares; 2025Q1: 7,346 shares; 2025Q2: 7,687 shares; 2025Q3: 7,560 shares; 2025Q4: 10,988 shares 10,988 $892K 0.04% +3,428 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: 7,881 shares; 2024Q4: 8,267 shares; 2025Q1: 8,970 shares; 2025Q2: 7,068 shares; 2025Q3: 7,069 shares; 2025Q4: 20,416 shares 20,416 $872K 0.04% +13,347 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: 5,627 shares; 2024Q4: 6,223 shares; 2025Q1: 8,467 shares; 2025Q2: 8,217 shares; 2025Q3: 9,246 shares; 2025Q4: 9,155 shares 9,155 $853K 0.04% -91 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: 3,205 shares; 2024Q4: 3,144 shares; 2025Q1: 2,716 shares; 2025Q2: 2,841 shares; 2025Q3: 3,286 shares; 2025Q4: 7,112 shares 7,112 $849K 0.04% +3,826 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,080 shares; 2024Q4: 4,635 shares; 2025Q1: 4,722 shares; 2025Q2: 4,941 shares; 2025Q3: 3,363 shares; 2025Q4: 5,302 shares 5,302 $849K 0.04% +1,939 Timeline SGVT 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: 10,654 shares; 2025Q4: 8,421 shares 8,421 $846K 0.04% -2,233 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: 25,797 shares; 2024Q4: 24,515 shares; 2025Q1: 11,574 shares; 2025Q2: 10,843 shares; 2025Q3: 10,635 shares; 2025Q4: 10,865 shares 10,865 $842K 0.04% +230 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 2,166 shares; 2025Q1: 2,319 shares; 2025Q2: 2,450 shares; 2025Q3: 2,655 shares; 2025Q4: 2,744 shares 2,744 $839K 0.04% +89 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: 3,494 shares; 2024Q4: 3,129 shares; 2025Q1: 3,212 shares; 2025Q2: 3,033 shares; 2025Q3: 2,945 shares; 2025Q4: 4,141 shares 4,141 $822K 0.04% +1,196 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: 3,672 shares; 2024Q4: 3,810 shares; 2025Q1: 3,803 shares; 2025Q2: 4,112 shares; 2025Q3: 4,698 shares; 2025Q4: 5,312 shares 5,312 $810K 0.04% +614 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,112 shares; 2024Q4: 11,112 shares; 2025Q1: not reported; 2025Q2: 24,561 shares; 2025Q3: 24,561 shares; 2025Q4: 24,561 shares 24,561 $805K 0.04% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,791 shares; 2024Q4: 11,627 shares; 2025Q1: 9,709 shares; 2025Q2: 9,175 shares; 2025Q3: 10,617 shares; 2025Q4: 13,410 shares 13,410 $804K 0.04% +2,793 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,825 shares; 2024Q4: 29,979 shares; 2025Q1: 21,148 shares; 2025Q2: 27,480 shares; 2025Q3: 27,054 shares; 2025Q4: 25,909 shares 25,909 $802K 0.04% -1,145 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,014 shares; 2024Q4: 14,026 shares; 2025Q1: 16,250 shares; 2025Q2: 17,195 shares; 2025Q3: 17,332 shares; 2025Q4: 17,616 shares 17,616 $794K 0.04% +284 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: 11,836 shares; 2024Q4: 14,112 shares; 2025Q1: 11,573 shares; 2025Q2: 11,789 shares; 2025Q3: 12,661 shares; 2025Q4: 14,363 shares 14,363 $790K 0.04% +1,702 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: 4,511 shares; 2024Q4: 4,996 shares; 2025Q1: 4,909 shares; 2025Q2: 5,348 shares; 2025Q3: 4,076 shares; 2025Q4: 4,277 shares 4,277 $784K 0.04% +201 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,973 shares; 2025Q1: 7,280 shares; 2025Q2: 7,591 shares; 2025Q3: 8,885 shares; 2025Q4: 15,684 shares 15,684 $779K 0.04% +6,799 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: 13,023 shares; 2024Q4: 15,336 shares; 2025Q1: 7,357 shares; 2025Q2: 7,838 shares; 2025Q3: 8,754 shares; 2025Q4: 10,080 shares 10,080 $776K 0.04% +1,326 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 4,532 shares; 2025Q1: 4,088 shares; 2025Q2: 4,167 shares; 2025Q3: 3,908 shares; 2025Q4: 4,083 shares 4,083 $768K 0.04% +175 Timeline VPU 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: 3,949 shares; 2024Q4: 3,972 shares; 2025Q1: 3,540 shares; 2025Q2: 3,579 shares; 2025Q3: 3,577 shares; 2025Q4: 4,108 shares 4,108 $760K 0.03% +531 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,830 shares; 2024Q4: 3,473 shares; 2025Q1: 1,368 shares; 2025Q2: 1,518 shares; 2025Q3: 1,397 shares; 2025Q4: 1,803 shares 1,803 $744K 0.03% +406 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: 4,805 shares; 2024Q4: 4,606 shares; 2025Q1: 5,059 shares; 2025Q2: 5,376 shares; 2025Q3: 5,246 shares; 2025Q4: 5,244 shares 5,244 $731K 0.03% -2 Timeline EMHY 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: 6,678 shares; 2024Q4: 8,961 shares; 2025Q1: 9,513 shares; 2025Q2: 11,525 shares; 2025Q3: 13,645 shares; 2025Q4: 17,799 shares 17,799 $719K 0.03% +4,154 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,178 shares; 2024Q4: 1,336 shares; 2025Q1: 1,432 shares; 2025Q2: 1,560 shares; 2025Q3: 1,483 shares; 2025Q4: 1,478 shares 1,478 $715K 0.03% -5 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: 18,789 shares; 2024Q4: 19,642 shares; 2025Q1: 15,626 shares; 2025Q2: 15,840 shares; 2025Q3: 17,358 shares; 2025Q4: 17,352 shares 17,352 $707K 0.03% -6 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,744 shares; 2024Q4: 86,732 shares; 2025Q1: 73,621 shares; 2025Q2: 31,565 shares; 2025Q3: 29,944 shares; 2025Q4: 27,033 shares 27,033 $696K 0.03% -2,911 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 9,928 shares 9,928 $693K 0.03% new 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: 15,590 shares; 2024Q4: 29,783 shares; 2025Q1: 26,153 shares; 2025Q2: 27,592 shares; 2025Q3: 26,513 shares; 2025Q4: 26,361 shares 26,361 $691K 0.03% -152 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: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,499 shares; 2025Q3: 1,691 shares; 2025Q4: 1,771 shares 1,771 $689K 0.03% +80 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: 8,504 shares; 2024Q4: 8,890 shares; 2025Q1: 7,707 shares; 2025Q2: 8,316 shares; 2025Q3: 8,402 shares; 2025Q4: 9,801 shares 9,801 $680K 0.03% +1,399 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: not reported; 2025Q1: 579 shares; 2025Q2: 711 shares; 2025Q3: 1,386 shares; 2025Q4: 1,449 shares 1,449 $679K 0.03% +63 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,358 shares; 2024Q4: 14,358 shares; 2025Q1: 14,358 shares; 2025Q2: 14,358 shares; 2025Q3: 15,555 shares; 2025Q4: 15,555 shares 15,555 $673K 0.03% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 3,313 shares; 2025Q1: 6,807 shares; 2025Q2: 1,385 shares; 2025Q3: 1,383 shares; 2025Q4: 1,665 shares 1,665 $660K 0.03% +282 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,686 shares; 2025Q3: 9,686 shares; 2025Q4: 9,686 shares 9,686 $650K 0.03% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,255 shares; 2025Q1: 1,940 shares; 2025Q2: 1,857 shares; 2025Q3: 1,254 shares; 2025Q4: 960 shares 960 $647K 0.03% -294 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,868 shares; 2024Q4: 7,788 shares; 2025Q1: 8,955 shares; 2025Q2: 8,156 shares; 2025Q3: 7,824 shares; 2025Q4: 7,982 shares 7,982 $625K 0.03% +158 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: not reported; 2024Q4: not reported; 2025Q1: 1,235 shares; 2025Q2: 1,309 shares; 2025Q3: 2,530 shares; 2025Q4: 3,286 shares 3,286 $605K 0.03% +756 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,248 shares; 2025Q1: 4,478 shares; 2025Q2: 4,594 shares; 2025Q3: 4,919 shares; 2025Q4: 4,586 shares 4,586 $601K 0.03% -333 Timeline BIV 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: 5,911 shares; 2024Q4: 5,594 shares; 2025Q1: 7,223 shares; 2025Q2: 6,636 shares; 2025Q3: 6,964 shares; 2025Q4: 7,692 shares 7,692 $599K 0.03% +728 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: 4,104 shares; 2024Q4: 4,263 shares; 2025Q1: 4,653 shares; 2025Q2: 4,384 shares; 2025Q3: 4,686 shares; 2025Q4: 5,207 shares 5,207 $592K 0.03% +521 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: not reported; 2024Q4: not reported; 2025Q1: 5,780 shares; 2025Q2: 5,878 shares; 2025Q3: 7,134 shares; 2025Q4: 10,738 shares 10,738 $588K 0.03% +3,604 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: not reported; 2025Q1: not reported; 2025Q2: 3,123 shares; 2025Q3: 2,919 shares; 2025Q4: 3,420 shares 3,420 $585K 0.03% +501 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: 6,377 shares; 2024Q4: 5,586 shares; 2025Q1: 5,038 shares; 2025Q2: 4,667 shares; 2025Q3: 4,591 shares; 2025Q4: 5,272 shares 5,272 $581K 0.03% +681 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 57 shares; 2025Q1: 58 shares; 2025Q2: 56 shares; 2025Q3: 93 shares; 2025Q4: 108 shares 108 $580K 0.03% +15 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,517 shares; 2025Q4: 2,027 shares 2,027 $579K 0.03% +510 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: 3,031 shares; 2024Q4: 3,051 shares; 2025Q1: 3,406 shares; 2025Q2: 3,316 shares; 2025Q3: 4,275 shares; 2025Q4: 4,887 shares 4,887 $575K 0.03% +612 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,715 shares; 2024Q4: 5,025 shares; 2025Q1: 5,786 shares; 2025Q2: 6,131 shares; 2025Q3: 5,793 shares; 2025Q4: 5,836 shares 5,836 $571K 0.03% +43 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,217 shares; 2024Q4: 8,317 shares; 2025Q1: 8,317 shares; 2025Q2: 8,317 shares; 2025Q3: 8,317 shares; 2025Q4: 12,965 shares 12,965 $569K 0.03% +4,648 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: 21,533 shares; 2024Q4: 20,635 shares; 2025Q1: 12,968 shares; 2025Q2: 13,674 shares; 2025Q3: 14,520 shares; 2025Q4: 22,786 shares 22,786 $567K 0.03% +8,266 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: 1,465 shares; 2024Q4: 1,443 shares; 2025Q1: 1,675 shares; 2025Q2: 1,703 shares; 2025Q3: 1,779 shares; 2025Q4: 1,825 shares 1,825 $566K 0.03% +46 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,359 shares; 2024Q4: 13,877 shares; 2025Q1: 13,877 shares; 2025Q2: 13,877 shares; 2025Q3: 12,730 shares; 2025Q4: 12,730 shares 12,730 $566K 0.03% 0 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: 2,027 shares; 2024Q4: 3,382 shares; 2025Q1: 4,743 shares; 2025Q2: 5,624 shares; 2025Q3: 3,859 shares; 2025Q4: 3,528 shares 3,528 $566K 0.03% -331 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,209 shares; 2024Q4: 78,144 shares; 2025Q1: 93,076 shares; 2025Q2: 114,427 shares; 2025Q3: 138,153 shares; 2025Q4: 89,768 shares 89,768 $566K 0.03% -48,385 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: 759 shares; 2024Q4: 980 shares; 2025Q1: 1,007 shares; 2025Q2: 1,135 shares; 2025Q3: 1,421 shares; 2025Q4: 1,708 shares 1,708 $564K 0.03% +287 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: 1,121 shares; 2024Q4: 1,139 shares; 2025Q1: 948 shares; 2025Q2: 942 shares; 2025Q3: 942 shares; 2025Q4: 1,505 shares 1,505 $562K 0.03% +563 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: 6,085 shares; 2024Q4: 6,185 shares; 2025Q1: 6,011 shares; 2025Q2: 6,285 shares; 2025Q3: 6,448 shares; 2025Q4: 6,671 shares 6,671 $562K 0.03% +223 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: 5,499 shares; 2024Q4: 5,764 shares; 2025Q1: 1,824 shares; 2025Q2: 1,695 shares; 2025Q3: 2,021 shares; 2025Q4: 3,612 shares 3,612 $560K 0.03% +1,591 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,710 shares; 2025Q1: 6,294 shares; 2025Q2: 7,375 shares; 2025Q3: 6,333 shares; 2025Q4: 6,032 shares 6,032 $551K 0.03% -301 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 2,381 shares 2,381 $547K 0.03% new Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,776 shares; 2024Q4: 6,862 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,534 shares 10,534 $530K 0.02% new 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: 4,310 shares; 2024Q4: 4,359 shares; 2025Q1: 3,923 shares; 2025Q2: 3,621 shares; 2025Q3: 3,692 shares; 2025Q4: 3,693 shares 3,693 $530K 0.02% +1 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 623 shares; 2025Q3: 855 shares; 2025Q4: 808 shares 808 $528K 0.02% -47 Timeline VSS 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: 3,285 shares; 2024Q4: 3,450 shares; 2025Q1: 3,592 shares; 2025Q2: 3,325 shares; 2025Q3: 3,070 shares; 2025Q4: 3,673 shares 3,673 $526K 0.02% +603 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 2,036 shares; 2025Q1: 1,802 shares; 2025Q2: 1,892 shares; 2025Q3: 2,021 shares; 2025Q4: 2,021 shares 2,021 $520K 0.02% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,503 shares; 2024Q4: 8,635 shares; 2025Q1: 9,055 shares; 2025Q2: 8,869 shares; 2025Q3: 9,456 shares; 2025Q4: 9,690 shares 9,690 $517K 0.02% +234 Timeline PSK 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: 35,408 shares; 2024Q4: 32,365 shares; 2025Q1: 21,997 shares; 2025Q2: 20,111 shares; 2025Q3: 16,941 shares; 2025Q4: 16,314 shares 16,314 $517K 0.02% -627 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: 423 shares; 2024Q4: 435 shares; 2025Q1: 618 shares; 2025Q2: 589 shares; 2025Q3: 514 shares; 2025Q4: 580 shares 580 $510K 0.02% +66 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: 19,761 shares; 2024Q4: 17,410 shares; 2025Q1: 11,729 shares; 2025Q2: 11,524 shares; 2025Q3: 10,641 shares; 2025Q4: 9,799 shares 9,799 $501K 0.02% -842 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,404 shares 4,404 $498K 0.02% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,574 shares; 2025Q3: 1,677 shares; 2025Q4: 1,920 shares 1,920 $493K 0.02% +243 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 566 shares; 2025Q1: 618 shares; 2025Q2: 852 shares; 2025Q3: 1,063 shares; 2025Q4: 1,409 shares 1,409 $493K 0.02% +346 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,061 shares; 2024Q4: 2,314 shares; 2025Q1: 3,000 shares; 2025Q2: 2,866 shares; 2025Q3: 3,120 shares; 2025Q4: 3,378 shares 3,378 $485K 0.02% +258 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,972 shares; 2025Q1: 5,395 shares; 2025Q2: 6,232 shares; 2025Q3: 5,434 shares; 2025Q4: 5,170 shares 5,170 $483K 0.02% -264 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: 9,313 shares; 2024Q4: 9,467 shares; 2025Q1: 9,982 shares; 2025Q2: 8,595 shares; 2025Q3: 6,342 shares; 2025Q4: 6,443 shares 6,443 $477K 0.02% +101 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,036 shares; 2024Q4: 6,036 shares; 2025Q1: not reported; 2025Q2: 5,511 shares; 2025Q3: 5,584 shares; 2025Q4: 5,579 shares 5,579 $476K 0.02% -5 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: 1,900 shares; 2024Q4: 2,170 shares; 2025Q1: 2,243 shares; 2025Q2: 3,088 shares; 2025Q3: 2,323 shares; 2025Q4: 2,770 shares 2,770 $474K 0.02% +447 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,511 shares; 2024Q4: 12,886 shares; 2025Q1: 12,832 shares; 2025Q2: 13,532 shares; 2025Q3: 14,502 shares; 2025Q4: 15,853 shares 15,853 $474K 0.02% +1,351 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,248 shares; 2025Q1: 6,248 shares; 2025Q2: 6,248 shares; 2025Q3: 6,248 shares; 2025Q4: 11,316 shares 11,316 $473K 0.02% +5,068 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,279 shares; 2024Q4: 2,279 shares; 2025Q1: 2,279 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 2,279 shares 2,279 $472K 0.02% 0 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: 3,309 shares; 2024Q4: 3,708 shares; 2025Q1: 4,427 shares; 2025Q2: 4,297 shares; 2025Q3: 3,559 shares; 2025Q4: 4,041 shares 4,041 $472K 0.02% +482 Timeline MGC 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: 5,109 shares; 2024Q4: 4,981 shares; 2025Q1: 2,147 shares; 2025Q2: 1,977 shares; 2025Q3: 1,972 shares; 2025Q4: 1,868 shares 1,868 $469K 0.02% -104 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: 10,372 shares; 2025Q2: 11,671 shares; 2025Q3: 11,063 shares; 2025Q4: 12,610 shares 12,610 $465K 0.02% +1,547 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: 4,289 shares; 2024Q4: 4,952 shares; 2025Q1: 5,069 shares; 2025Q2: 4,919 shares; 2025Q3: 5,465 shares; 2025Q4: 5,781 shares 5,781 $464K 0.02% +316 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,560 shares; 2025Q1: 11,740 shares; 2025Q2: 13,658 shares; 2025Q3: 11,851 shares; 2025Q4: 11,413 shares 11,413 $462K 0.02% -438 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: 784 shares; 2024Q4: 921 shares; 2025Q1: 748 shares; 2025Q2: 1,466 shares; 2025Q3: 1,609 shares; 2025Q4: 1,743 shares 1,743 $462K 0.02% +134 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,246 shares 2,246 $456K 0.02% new Timeline SMLV 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: 2,828 shares; 2024Q4: 2,979 shares; 2025Q1: 2,831 shares; 2025Q2: 2,988 shares; 2025Q3: 3,157 shares; 2025Q4: 3,459 shares 3,459 $454K 0.02% +302 Timeline ICVT 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: 4,666 shares; 2024Q4: 4,109 shares; 2025Q1: 4,035 shares; 2025Q2: 4,462 shares; 2025Q3: 4,303 shares; 2025Q4: 4,603 shares 4,603 $453K 0.02% +300 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,010 shares; 2025Q1: not reported; 2025Q2: 1,329 shares; 2025Q3: 710 shares; 2025Q4: 1,994 shares 1,994 $451K 0.02% +1,284 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,337 shares; 2024Q4: 5,765 shares; 2025Q1: 5,642 shares; 2025Q2: 6,037 shares; 2025Q3: 7,059 shares; 2025Q4: 8,489 shares 8,489 $449K 0.02% +1,430 Timeline RSPN 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: 7,910 shares; 2024Q4: 7,910 shares; 2025Q1: 7,910 shares; 2025Q2: 7,905 shares; 2025Q3: 7,905 shares; 2025Q4: 7,905 shares 7,905 $448K 0.02% 0 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: 7,020 shares; 2024Q4: 7,393 shares; 2025Q1: 6,918 shares; 2025Q2: 6,882 shares; 2025Q3: 7,038 shares; 2025Q4: 7,788 shares 7,788 $446K 0.02% +750 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,697 shares; 2024Q4: 7,883 shares; 2025Q1: 9,383 shares; 2025Q2: 9,352 shares; 2025Q3: 10,131 shares; 2025Q4: 10,018 shares 10,018 $445K 0.02% -113 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: 2,852 shares; 2024Q4: 3,715 shares; 2025Q1: 4,080 shares; 2025Q2: 4,523 shares; 2025Q3: 4,907 shares; 2025Q4: 6,943 shares 6,943 $442K 0.02% +2,036 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: 1,248 shares; 2024Q4: 1,478 shares; 2025Q1: 1,351 shares; 2025Q2: 1,413 shares; 2025Q3: 1,293 shares; 2025Q4: 1,640 shares 1,640 $440K 0.02% +347 Timeline XME 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: 4,625 shares; 2024Q4: 4,740 shares; 2025Q1: 3,968 shares; 2025Q2: 3,997 shares; 2025Q3: 3,917 shares; 2025Q4: 4,225 shares 4,225 $438K 0.02% +308 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,495 shares; 2024Q4: 8,495 shares; 2025Q1: 8,495 shares; 2025Q2: 11,026 shares; 2025Q3: 11,026 shares; 2025Q4: 11,026 shares 11,026 $437K 0.02% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 243 shares; 2025Q3: 286 shares; 2025Q4: 359 shares 359 $436K 0.02% +73 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION 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: 849 shares; 2025Q3: 1,186 shares; 2025Q4: 1,218 shares 1,218 $430K 0.02% +32 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,425 shares; 2024Q4: 4,572 shares; 2025Q1: 2,403 shares; 2025Q2: 2,780 shares; 2025Q3: 2,987 shares; 2025Q4: 3,404 shares 3,404 $426K 0.02% +417 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,410 shares 2,410 $424K 0.02% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 2,601 shares; 2025Q1: 2,564 shares; 2025Q2: 2,602 shares; 2025Q3: 2,574 shares; 2025Q4: 2,595 shares 2,595 $424K 0.02% +21 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,193 shares; 2025Q1: 7,545 shares; 2025Q2: 8,796 shares; 2025Q3: 7,529 shares; 2025Q4: 7,201 shares 7,201 $423K 0.02% -328 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS 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: 2,194 shares; 2025Q2: 2,196 shares; 2025Q3: 2,198 shares; 2025Q4: 2,274 shares 2,274 $415K 0.02% +76 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: not reported; 2024Q4: not reported; 2025Q1: 3,937 shares; 2025Q2: 3,927 shares; 2025Q3: 3,928 shares; 2025Q4: 3,929 shares 3,929 $409K 0.02% +1 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: 1,624 shares; 2024Q4: 1,687 shares; 2025Q1: 1,762 shares; 2025Q2: 2,347 shares; 2025Q3: 2,515 shares; 2025Q4: 2,622 shares 2,622 $404K 0.02% +107 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,313 shares; 2025Q1: not reported; 2025Q2: 5,313 shares; 2025Q3: 7,008 shares; 2025Q4: 9,314 shares 9,314 $404K 0.02% +2,306 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,878 shares; 2024Q4: 2,877 shares; 2025Q1: 2,883 shares; 2025Q2: 2,880 shares; 2025Q3: 2,885 shares; 2025Q4: 2,879 shares 2,879 $403K 0.02% -6 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,893 shares; 2025Q2: not reported; 2025Q3: 4,128 shares; 2025Q4: 4,786 shares 4,786 $401K 0.02% +658 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,198 shares; 2025Q1: 4,283 shares; 2025Q2: 3,968 shares; 2025Q3: 4,181 shares; 2025Q4: 4,271 shares 4,271 $400K 0.02% +90 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,644 shares; 2024Q4: 2,643 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 517 shares 517 $399K 0.02% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,534 shares; 2025Q1: 1,682 shares; 2025Q2: 1,648 shares; 2025Q3: 1,533 shares; 2025Q4: 1,652 shares 1,652 $398K 0.02% +119 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,562 shares; 2025Q3: 18,656 shares; 2025Q4: 17,774 shares 17,774 $395K 0.02% -882 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,131 shares; 2025Q3: 5,025 shares; 2025Q4: 8,894 shares 8,894 $393K 0.02% +3,869 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: 1,418 shares; 2024Q4: 1,438 shares; 2025Q1: 1,482 shares; 2025Q2: 1,562 shares; 2025Q3: 1,661 shares; 2025Q4: 1,785 shares 1,785 $392K 0.02% +124 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,155 shares; 2024Q4: 63,403 shares; 2025Q1: 59,955 shares; 2025Q2: 57,520 shares; 2025Q3: 13,297 shares; 2025Q4: 12,254 shares 12,254 $390K 0.02% -1,043 Timeline VIS 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: 1,080 shares; 2024Q4: 1,094 shares; 2025Q1: 1,105 shares; 2025Q2: 1,264 shares; 2025Q3: 1,276 shares; 2025Q4: 1,307 shares 1,307 $390K 0.02% +31 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,861 shares; 2025Q1: 4,326 shares; 2025Q2: 4,404 shares; 2025Q3: 4,681 shares; 2025Q4: 5,076 shares 5,076 $387K 0.02% +395 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: 330 shares; 2024Q4: 353 shares; 2025Q1: not reported; 2025Q2: 345 shares; 2025Q3: 492 shares; 2025Q4: 584 shares 584 $387K 0.02% +92 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: 808 shares; 2024Q4: 856 shares; 2025Q1: 865 shares; 2025Q2: 1,394 shares; 2025Q3: 1,173 shares; 2025Q4: 1,182 shares 1,182 $387K 0.02% +9 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: 882 shares; 2025Q1: 891 shares; 2025Q2: 923 shares; 2025Q3: 1,190 shares; 2025Q4: 1,205 shares 1,205 $384K 0.02% +15 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,106 shares; 2025Q4: 1,940 shares 1,940 $382K 0.02% +834 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,281 shares; 2024Q4: 2,281 shares; 2025Q1: 2,623 shares; 2025Q2: 2,281 shares; 2025Q3: 2,598 shares; 2025Q4: 2,587 shares 2,587 $382K 0.02% -11 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,633 shares; 2025Q4: 2,993 shares 2,993 $377K 0.02% +360 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: not reported; 2024Q4: 1,691 shares; 2025Q1: not reported; 2025Q2: 1,707 shares; 2025Q3: 1,926 shares; 2025Q4: 2,122 shares 2,122 $377K 0.02% +196 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: 231 shares; 2025Q1: 222 shares; 2025Q2: 250 shares; 2025Q3: 291 shares; 2025Q4: 348 shares 348 $373K 0.02% +57 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,371 shares; 2024Q4: 9,918 shares; 2025Q1: 9,376 shares; 2025Q2: 8,890 shares; 2025Q3: 9,254 shares; 2025Q4: 10,401 shares 10,401 $372K 0.02% +1,147 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: 2,685 shares; 2024Q4: 2,862 shares; 2025Q1: 3,304 shares; 2025Q2: 3,128 shares; 2025Q3: 3,280 shares; 2025Q4: 3,789 shares 3,789 $365K 0.02% +509 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: 3,857 shares; 2024Q4: not reported; 2025Q1: 3,941 shares; 2025Q2: 6,439 shares; 2025Q3: 5,561 shares; 2025Q4: 5,429 shares 5,429 $358K 0.02% -132 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: 4,155 shares; 2025Q1: not reported; 2025Q2: 4,196 shares; 2025Q3: 4,111 shares; 2025Q4: 4,375 shares 4,375 $356K 0.02% +264 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,484 shares; 2025Q3: 1,506 shares; 2025Q4: 1,465 shares 1,465 $355K 0.02% -41 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,619 shares; 2025Q1: 1,038 shares; 2025Q2: 1,020 shares; 2025Q3: 911 shares; 2025Q4: 797 shares 797 $354K 0.02% -114 Timeline RPG 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: 7,628 shares; 2024Q4: 7,628 shares; 2025Q1: 7,629 shares; 2025Q2: 7,604 shares; 2025Q3: 7,604 shares; 2025Q4: 7,584 shares 7,584 $354K 0.02% -20 Timeline IGIB 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: 6,567 shares 6,567 $354K 0.02% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,285 shares; 2024Q4: 2,315 shares; 2025Q1: 2,168 shares; 2025Q2: 2,149 shares; 2025Q3: 3,357 shares; 2025Q4: 3,437 shares 3,437 $352K 0.02% +80 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 570 shares; 2025Q4: 919 shares 919 $352K 0.02% +349 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,710 shares 17,710 $349K 0.02% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,541 shares; 2024Q4: 10,026 shares; 2025Q1: 8,027 shares; 2025Q2: 7,345 shares; 2025Q3: 8,415 shares; 2025Q4: 8,021 shares 8,021 $344K 0.02% -394 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,414 shares; 2025Q1: 1,686 shares; 2025Q2: 1,760 shares; 2025Q3: 1,768 shares; 2025Q4: 1,773 shares 1,773 $343K 0.02% +5 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,590 shares; 2024Q4: 9,487 shares; 2025Q1: 7,274 shares; 2025Q2: 7,091 shares; 2025Q3: not reported; 2025Q4: 11,889 shares 11,889 $343K 0.02% new 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: 458 shares; 2024Q4: 728 shares; 2025Q1: 670 shares; 2025Q2: 738 shares; 2025Q3: 482 shares; 2025Q4: 602 shares 602 $341K 0.02% +120 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,384 shares; 2025Q3: 3,055 shares; 2025Q4: 3,395 shares 3,395 $339K 0.02% +340 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,652 shares; 2024Q4: 4,668 shares; 2025Q1: 4,642 shares; 2025Q2: 4,729 shares; 2025Q3: 4,732 shares; 2025Q4: 4,607 shares 4,607 $339K 0.02% -125 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 341 shares; 2025Q3: 380 shares; 2025Q4: 2,203 shares 2,203 $337K 0.02% +1,823 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: 2,611 shares; 2024Q4: 2,939 shares; 2025Q1: 2,558 shares; 2025Q2: 2,916 shares; 2025Q3: 3,305 shares; 2025Q4: 3,393 shares 3,393 $337K 0.02% +88 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: 8,437 shares; 2024Q4: 8,437 shares; 2025Q1: 8,437 shares; 2025Q2: 8,437 shares; 2025Q3: 8,437 shares; 2025Q4: 8,437 shares 8,437 $334K 0.02% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 1,046 shares; 2025Q1: not reported; 2025Q2: 1,125 shares; 2025Q3: 1,166 shares; 2025Q4: 1,228 shares 1,228 $333K 0.02% +62 Timeline TIP 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: 4,892 shares; 2024Q4: 3,704 shares; 2025Q1: 3,680 shares; 2025Q2: 3,191 shares; 2025Q3: 3,379 shares; 2025Q4: 3,022 shares 3,022 $332K 0.02% -357 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 12,145 shares 12,145 $330K 0.02% new Timeline QDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 8,566 shares; 2025Q3: 9,321 shares; 2025Q4: 10,661 shares 10,661 $329K 0.02% +1,340 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,923 shares; 2025Q1: 12,423 shares; 2025Q2: 8,588 shares; 2025Q3: 8,586 shares; 2025Q4: 8,566 shares 8,566 $329K 0.02% -20 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: 5,146 shares; 2024Q4: 5,401 shares; 2025Q1: 2,545 shares; 2025Q2: 2,443 shares; 2025Q3: 2,707 shares; 2025Q4: 2,664 shares 2,664 $328K 0.02% -43 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: 966 shares; 2025Q4: 1,069 shares 1,069 $325K 0.01% +103 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,519 shares; 2025Q1: 2,443 shares; 2025Q2: 2,315 shares; 2025Q3: 2,253 shares; 2025Q4: 2,366 shares 2,366 $322K 0.01% +113 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 2,655 shares; 2025Q1: 2,537 shares; 2025Q2: 2,741 shares; 2025Q3: 2,962 shares; 2025Q4: 2,997 shares 2,997 $321K 0.01% +35 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,196 shares; 2025Q4: 3,200 shares 3,200 $320K 0.01% +4 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,434 shares; 2025Q1: 1,399 shares; 2025Q2: 1,254 shares; 2025Q3: 1,310 shares; 2025Q4: 1,158 shares 1,158 $319K 0.01% -152 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: 5,215 shares; 2024Q4: 9,641 shares; 2025Q1: 5,538 shares; 2025Q2: 5,601 shares; 2025Q3: 5,973 shares; 2025Q4: 5,890 shares 5,890 $318K 0.01% -83 Timeline MAYT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,450 shares; 2025Q3: 8,450 shares; 2025Q4: 8,450 shares 8,450 $312K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES 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: 1,852 shares; 2025Q2: 1,852 shares; 2025Q3: 1,850 shares; 2025Q4: 1,830 shares 1,830 $310K 0.01% -20 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,157 shares; 2025Q1: 1,116 shares; 2025Q2: 965 shares; 2025Q3: 1,041 shares; 2025Q4: 1,108 shares 1,108 $309K 0.01% +67 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,296 shares; 2025Q3: 2,330 shares; 2025Q4: 2,280 shares 2,280 $308K 0.01% -50 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 713 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 976 shares; 2025Q4: 1,063 shares 1,063 $307K 0.01% +87 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: 1,490 shares; 2024Q4: 1,588 shares; 2025Q1: 1,690 shares; 2025Q2: 1,808 shares; 2025Q3: 1,796 shares; 2025Q4: 1,838 shares 1,838 $298K 0.01% +42 Timeline REZ 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: 3,445 shares; 2024Q4: 3,586 shares; 2025Q1: 2,943 shares; 2025Q2: 2,933 shares; 2025Q3: 2,865 shares; 2025Q4: 3,525 shares 3,525 $291K 0.01% +660 Timeline ONEY 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: 3,039 shares; 2024Q4: 2,961 shares; 2025Q1: 2,737 shares; 2025Q2: 2,765 shares; 2025Q3: 2,620 shares; 2025Q4: 2,552 shares 2,552 $290K 0.01% -68 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,931 shares; 2025Q4: 3,051 shares 3,051 $289K 0.01% +120 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: not reported; 2025Q3: 3,168 shares; 2025Q4: 3,143 shares 3,143 $289K 0.01% -25 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,832 shares; 2025Q4: 3,603 shares 3,603 $286K 0.01% +771 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,493 shares 3,493 $280K 0.01% new 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: 2,996 shares; 2024Q4: 2,795 shares; 2025Q1: 3,064 shares; 2025Q2: 3,304 shares; 2025Q3: 3,157 shares; 2025Q4: 3,159 shares 3,159 $280K 0.01% +2 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: not reported; 2024Q4: 1,209 shares; 2025Q1: 1,280 shares; 2025Q2: 1,302 shares; 2025Q3: 1,725 shares; 2025Q4: 1,837 shares 1,837 $279K 0.01% +112 Timeline DLS 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: 4,137 shares; 2024Q4: 4,044 shares; 2025Q1: 3,702 shares; 2025Q2: 3,459 shares; 2025Q3: 3,585 shares; 2025Q4: 3,443 shares 3,443 $279K 0.01% -142 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 376 shares; 2025Q4: 412 shares 412 $278K 0.01% +36 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,517 shares; 2024Q4: 3,716 shares; 2025Q1: 2,281 shares; 2025Q2: 2,404 shares; 2025Q3: 2,967 shares; 2025Q4: 2,889 shares 2,889 $275K 0.01% -78 Timeline SHYD 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: 34,266 shares; 2024Q4: 31,428 shares; 2025Q1: 14,000 shares; 2025Q2: 12,657 shares; 2025Q3: 12,168 shares; 2025Q4: 11,994 shares 11,994 $275K 0.01% -174 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: 5,337 shares; 2025Q1: 3,695 shares; 2025Q2: 4,824 shares; 2025Q3: 4,166 shares; 2025Q4: 4,740 shares 4,740 $273K 0.01% +574 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,992 shares; 2025Q3: 4,708 shares; 2025Q4: 4,686 shares 4,686 $271K 0.01% -22 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 822 shares; 2025Q1: 628 shares; 2025Q2: 663 shares; 2025Q3: 761 shares; 2025Q4: 769 shares 769 $270K 0.01% +8 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES 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: 6,448 shares; 2025Q2: 6,992 shares; 2025Q3: 6,914 shares; 2025Q4: 6,891 shares 6,891 $269K 0.01% -23 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,475 shares; 2025Q1: 1,198 shares; 2025Q2: 1,303 shares; 2025Q3: 937 shares; 2025Q4: 934 shares 934 $269K 0.01% -3 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: 432 shares; 2024Q4: 448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 461 shares 461 $267K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,720 shares; 2025Q2: 1,816 shares; 2025Q3: 1,860 shares; 2025Q4: 2,068 shares 2,068 $267K 0.01% +208 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,054 shares; 2025Q3: 1,017 shares; 2025Q4: 1,043 shares 1,043 $264K 0.01% +26 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,796 shares; 2024Q4: 11,074 shares; 2025Q1: 11,086 shares; 2025Q2: 11,064 shares; 2025Q3: 11,022 shares; 2025Q4: 11,205 shares 11,205 $262K 0.01% +183 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,636 shares; 2024Q4: 2,195 shares; 2025Q1: 516 shares; 2025Q2: 600 shares; 2025Q3: 740 shares; 2025Q4: 569 shares 569 $258K 0.01% -171 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 284 shares; 2025Q4: 292 shares 292 $256K 0.01% +8 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: not reported; 2024Q4: not reported; 2025Q1: 784 shares; 2025Q2: 791 shares; 2025Q3: 818 shares; 2025Q4: 881 shares 881 $256K 0.01% +63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 898 shares; 2025Q4: 1,098 shares 1,098 $254K 0.01% +200 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,611 shares; 2025Q2: 3,831 shares; 2025Q3: 4,298 shares; 2025Q4: 4,499 shares 4,499 $254K 0.01% +201 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,191 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,303 shares 4,303 $252K 0.01% new Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,769 shares; 2025Q4: 5,769 shares 5,769 $252K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,972 shares; 2025Q4: 5,121 shares 5,121 $252K 0.01% +149 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 611 shares; 2025Q1: 584 shares; 2025Q2: 584 shares; 2025Q3: 598 shares; 2025Q4: 586 shares 586 $251K 0.01% -12 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: 2,134 shares; 2025Q4: 2,153 shares 2,153 $250K 0.01% +19 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: not reported; 2025Q4: 12,885 shares 12,885 $249K 0.01% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 930 shares; 2025Q3: 1,132 shares; 2025Q4: 1,091 shares 1,091 $248K 0.01% -41 Timeline DEM 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: 5,865 shares; 2024Q4: 5,982 shares; 2025Q1: 5,694 shares; 2025Q2: 5,312 shares; 2025Q3: 5,482 shares; 2025Q4: 5,301 shares 5,301 $248K 0.01% -181 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,829 shares; 2025Q1: 5,723 shares; 2025Q2: 6,095 shares; 2025Q3: 5,620 shares; 2025Q4: 5,484 shares 5,484 $245K 0.01% -136 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,156 shares; 2025Q3: 2,231 shares; 2025Q4: 2,219 shares 2,219 $245K 0.01% -12 Timeline UCON 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: 11,001 shares; 2024Q4: 12,425 shares; 2025Q1: 10,713 shares; 2025Q2: 10,148 shares; 2025Q3: 9,812 shares; 2025Q4: 9,625 shares 9,625 $242K 0.01% -187 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,406 shares 1,406 $242K 0.01% new Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,460 shares 3,460 $242K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: 4,161 shares; 2025Q3: 2,520 shares; 2025Q4: 2,748 shares 2,748 $241K 0.01% +228 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 9,541 shares; 2025Q3: 8,998 shares; 2025Q4: 9,813 shares 9,813 $240K 0.01% +815 Timeline EMTL SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 5,490 shares 5,490 $238K 0.01% new 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: 3,233 shares; 2024Q4: 3,483 shares; 2025Q1: 3,688 shares; 2025Q2: 4,376 shares; 2025Q3: 5,011 shares; 2025Q4: 4,396 shares 4,396 $237K 0.01% -615 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 261 shares 261 $237K 0.01% new Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,904 shares; 2025Q3: 5,797 shares; 2025Q4: 5,156 shares 5,156 $237K 0.01% -641 Timeline NVR NVR INC More: the full row for NVR 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: 32 shares 32 $233K 0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,415 shares; 2025Q1: 1,266 shares; 2025Q2: 1,187 shares; 2025Q3: 1,300 shares; 2025Q4: 1,345 shares 1,345 $233K 0.01% +45 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,931 shares; 2025Q2: 10,705 shares; 2025Q3: 12,654 shares; 2025Q4: 17,689 shares 17,689 $232K 0.01% +5,035 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,066 shares; 2024Q4: 3,108 shares; 2025Q1: 2,955 shares; 2025Q2: 2,931 shares; 2025Q3: 2,748 shares; 2025Q4: 2,862 shares 2,862 $231K 0.01% +114 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,403 shares 8,403 $231K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 2,284 shares; 2025Q2: 3,119 shares; 2025Q3: 3,128 shares; 2025Q4: 2,451 shares 2,451 $231K 0.01% -677 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,466 shares 1,466 $230K 0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,691 shares; 2025Q4: 9,555 shares 9,555 $230K 0.01% +864 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 951 shares; 2025Q1: 881 shares; 2025Q2: 946 shares; 2025Q3: 1,063 shares; 2025Q4: 1,022 shares 1,022 $228K 0.01% -41 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,142 shares; 2025Q1: 5,806 shares; 2025Q2: 6,209 shares; 2025Q3: 2,506 shares; 2025Q4: 2,764 shares 2,764 $226K 0.01% +258 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 414 shares; 2025Q4: 427 shares 427 $223K 0.01% +13 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: 5,897 shares; 2024Q4: 7,714 shares; 2025Q1: 8,251 shares; 2025Q2: 5,194 shares; 2025Q3: 4,843 shares; 2025Q4: 3,840 shares 3,840 $223K 0.01% -1,003 Timeline SPIP 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: 18,647 shares; 2024Q4: 13,388 shares; 2025Q1: 10,652 shares; 2025Q2: 9,221 shares; 2025Q3: 8,881 shares; 2025Q4: 8,478 shares 8,478 $220K 0.01% -403 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 429 shares 429 $219K 0.01% new Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES 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: 4,750 shares; 2025Q3: 4,567 shares; 2025Q4: 4,566 shares 4,566 $218K 0.01% -1 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,690 shares; 2025Q3: 3,299 shares; 2025Q4: 3,241 shares 3,241 $217K 0.01% -58 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,031 shares 1,031 $215K 0.01% new Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,461 shares; 2025Q3: 5,461 shares; 2025Q4: 5,461 shares 5,461 $214K 0.01% 0 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,718 shares; 2025Q3: 2,718 shares; 2025Q4: 2,718 shares 2,718 $213K 0.01% 0 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: not reported; 2025Q4: 937 shares 937 $213K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,697 shares 4,697 $213K 0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 970 shares; 2025Q4: 1,005 shares 1,005 $209K 0.01% +35 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS 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: 1,813 shares; 2025Q3: 1,816 shares; 2025Q4: 1,158 shares 1,158 $209K 0.01% -658 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,341 shares 9,341 $209K 0.01% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 431 shares; 2025Q3: 540 shares; 2025Q4: 490 shares 490 $209K 0.01% -50 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 914 shares 914 $207K 0.01% new 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: 2,516 shares; 2024Q4: 2,612 shares; 2025Q1: 2,684 shares; 2025Q2: 2,536 shares; 2025Q3: not reported; 2025Q4: 2,807 shares 2,807 $206K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,554 shares 1,554 $206K 0.01% new 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: 2,385 shares; 2024Q4: 2,664 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,081 shares; 2025Q4: 2,126 shares 2,126 $205K 0.01% +45 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN 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: 708 shares 708 $204K 0.01% new Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,369 shares; 2024Q4: 4,119 shares; 2025Q1: not reported; 2025Q2: 4,160 shares; 2025Q3: 4,139 shares; 2025Q4: 4,028 shares 4,028 $203K 0.01% -111 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 395 shares 395 $202K 0.01% new Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,461 shares 4,461 $200K 0.01% new Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP 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: 15,317 shares 15,317 $198K 0.01% new Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS 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: 16,955 shares 16,955 $176K 0.01% new Timeline HLN HALEON PLC More: the full row for HALEON 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: 13,686 shares 13,686 $138K 0.01% new Timeline ALM ALMONTY INDS INC More: the full row for ALMONTY INDS 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: 11,441 shares 11,441 $101K <0.01% new Timeline CGTX COGNITION THERAPEUTICS INC More: the full row for COGNITION THERAPEUTICS 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: 72,075 shares; 2025Q4: 74,109 shares 74,109 $100K <0.01% +2,034 Timeline OSS ONE STOP SYS INC More: the full row for ONE STOP SYS 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: 12,747 shares 12,747 $91.5K <0.01% new Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,413 shares 12,413 $89K <0.01% new Timeline ATAIBECKLEY INC ATAIBECKLEY INC More: the full row for ATAIBECKLEY 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: 19,649 shares 19,649 $80.4K <0.01% new NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR 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: 12,891 shares; 2025Q3: 11,574 shares; 2025Q4: 11,167 shares 11,167 $79.7K <0.01% -407 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 10,504 shares 10,504 $79K <0.01% new Timeline WNW MEIWU TECHNOLOGY COMPANY LTD More: the full row for MEIWU TECHNOLOGY COMPANY 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: not reported; 2025Q4: 51,586 shares 51,586 $71.7K <0.01% new Timeline SSII SS INNOVATIONS INTERNATIONAL More: the full row for SS INNOVATIONS INTERNATIONAL 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: 12,233 shares 12,233 $69.5K <0.01% new Timeline RR RICHTECH ROBOTICS INC More: the full row for RICHTECH ROBOTICS 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: 20,949 shares 20,949 $67.7K <0.01% new Timeline LAES SEALSQ CORP More: the full row for SEALSQ 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: 17,895 shares 17,895 $67.6K <0.01% new Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,254 shares; 2024Q4: 64,747 shares; 2025Q1: 29,382 shares; 2025Q2: 53,422 shares; 2025Q3: 51,459 shares; 2025Q4: 43,694 shares 43,694 $63.8K <0.01% -7,765 Timeline KOPN KOPIN CORP More: the full row for KOPIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,524 shares; 2024Q4: 169,212 shares; 2025Q1: 120,051 shares; 2025Q2: 186,553 shares; 2025Q3: 138,182 shares; 2025Q4: 22,992 shares 22,992 $53.8K <0.01% -115,190 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 21,419 shares 21,419 $42.4K <0.01% new Timeline RZLV REZOLVE AI PLC More: the full row for REZOLVE AI 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: 15,068 shares 15,068 $38.7K <0.01% new Timeline SES SES AI CORPORATION More: the full row for SES AI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,938 shares; 2025Q2: 21,254 shares; 2025Q3: 24,928 shares; 2025Q4: 21,039 shares 21,039 $37.9K <0.01% -3,889 Timeline WALD WALDENCAST PLC More: the full row for WALDENCAST PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,024 shares; 2024Q4: 12,489 shares; 2025Q1: not reported; 2025Q2: 22,951 shares; 2025Q3: 63,014 shares; 2025Q4: 17,750 shares 17,750 $33.4K <0.01% -45,264 Timeline AGL AGILON HEALTH INC COM (DE) More: the full row for AGILON HEALTH INC COM (DE) 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: 43,732 shares; 2025Q4: 30,895 shares 30,895 $21.3K <0.01% -12,837 Timeline QSI QUANTUM SI INC More: the full row for QUANTUM SI 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: 12,329 shares 12,329 $13.6K <0.01% new Timeline