JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 129,096 shares; 2025Q1: 190,834 shares; 2025Q2: 242,492 shares; 2025Q3: 275,692 shares; 2025Q4: 321,751 shares 321,751 $16.3M 5.47% +46,059 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: not loaded; 2024Q4: 24,566 shares; 2025Q1: 25,000 shares; 2025Q2: 25,164 shares; 2025Q3: 25,468 shares; 2025Q4: 26,692 shares 26,692 $8.95M 3.01% +1,224 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 134,788 shares; 2025Q1: 179,032 shares; 2025Q2: 211,644 shares; 2025Q3: 240,744 shares; 2025Q4: 274,661 shares 274,661 $7.39M 2.48% +33,917 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: not loaded; 2024Q4: 28,443 shares; 2025Q1: 30,601 shares; 2025Q2: 30,203 shares; 2025Q3: 30,715 shares; 2025Q4: 29,900 shares 29,900 $6.9M 2.32% -815 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,356 shares; 2025Q1: 36,778 shares; 2025Q2: 35,384 shares; 2025Q3: 35,518 shares; 2025Q4: 35,577 shares 35,577 $6.64M 2.23% +59 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: not loaded; 2024Q4: 6,210 shares; 2025Q1: 6,872 shares; 2025Q2: 6,928 shares; 2025Q3: 7,302 shares; 2025Q4: 7,654 shares 7,654 $5.24M 1.76% +352 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,268 shares; 2025Q1: 14,368 shares; 2025Q2: 13,672 shares; 2025Q3: 13,790 shares; 2025Q4: 15,086 shares 15,086 $4.75M 1.6% +1,296 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,845 shares; 2025Q1: 38,748 shares; 2025Q2: 48,645 shares; 2025Q3: 52,897 shares; 2025Q4: 56,366 shares 56,366 $4.65M 1.56% +3,469 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: not loaded; 2024Q4: 14,581 shares; 2025Q1: 15,301 shares; 2025Q2: 15,411 shares; 2025Q3: 15,680 shares; 2025Q4: 16,049 shares 16,049 $4.36M 1.47% +369 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,766 shares; 2025Q1: 54,116 shares; 2025Q2: 68,762 shares; 2025Q3: 82,970 shares; 2025Q4: 89,221 shares 89,221 $4.22M 1.42% +6,251 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: not loaded; 2024Q4: 7,281 shares; 2025Q1: 7,369 shares; 2025Q2: 7,487 shares; 2025Q3: 7,663 shares; 2025Q4: 8,375 shares 8,375 $4.05M 1.36% +712 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,530 shares; 2025Q1: 21,040 shares; 2025Q2: 22,634 shares; 2025Q3: 24,617 shares; 2025Q4: 26,163 shares 26,163 $4.01M 1.35% +1,546 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: not loaded; 2024Q4: 6,331 shares; 2025Q1: 6,547 shares; 2025Q2: 4,889 shares; 2025Q3: 4,965 shares; 2025Q4: 5,743 shares 5,743 $3.6M 1.21% +778 Timeline DFAI 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: not loaded; 2024Q4: 121,233 shares; 2025Q1: 122,005 shares; 2025Q2: 102,393 shares; 2025Q3: 103,164 shares; 2025Q4: 93,886 shares 93,886 $3.58M 1.2% -9,278 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66,382 shares; 2025Q1: 65,322 shares; 2025Q2: 62,494 shares; 2025Q3: 61,353 shares; 2025Q4: 58,506 shares 58,506 $3.52M 1.18% -2,847 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,464 shares; 2025Q1: 35,699 shares; 2025Q2: 44,094 shares; 2025Q3: 50,308 shares; 2025Q4: 63,050 shares 63,050 $3.33M 1.12% +12,742 Timeline DFVX 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: not loaded; 2024Q4: 22,638 shares; 2025Q1: 29,088 shares; 2025Q2: 34,017 shares; 2025Q3: 39,021 shares; 2025Q4: 40,956 shares 40,956 $3.05M 1.02% +1,935 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 84,894 shares; 2025Q1: 100,845 shares; 2025Q2: 93,776 shares; 2025Q3: 103,986 shares; 2025Q4: 115,941 shares 115,941 $3.04M 1.02% +11,955 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,268 shares; 2025Q1: 50,383 shares; 2025Q2: 45,544 shares; 2025Q3: 41,613 shares; 2025Q4: 39,008 shares 39,008 $3M 1.01% -2,605 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: not loaded; 2024Q4: 8,506 shares; 2025Q1: 9,449 shares; 2025Q2: 9,530 shares; 2025Q3: 9,135 shares; 2025Q4: 9,124 shares 9,124 $2.94M 0.99% -11 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 389 shares; 2025Q1: 389 shares; 2025Q2: 13,889 shares; 2025Q3: 13,889 shares; 2025Q4: 13,889 shares 13,889 $2.85M 0.96% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,236 shares; 2025Q3: 38,611 shares; 2025Q4: 49,105 shares 49,105 $2.78M 0.94% +10,494 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: not loaded; 2024Q4: 3,149 shares; 2025Q1: 4,204 shares; 2025Q2: 5,382 shares; 2025Q3: 5,529 shares; 2025Q4: 5,670 shares 5,670 $2.77M 0.93% +141 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: not loaded; 2024Q4: 12,762 shares; 2025Q1: 14,846 shares; 2025Q2: 13,383 shares; 2025Q3: 13,269 shares; 2025Q4: 13,198 shares 13,198 $2.52M 0.85% -71 Timeline FVD 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 loaded; 2024Q4: 53,005 shares; 2025Q1: 51,450 shares; 2025Q2: 50,964 shares; 2025Q3: 51,835 shares; 2025Q4: 54,302 shares 54,302 $2.5M 0.84% +2,467 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: not loaded; 2024Q4: 52,120 shares; 2025Q1: 60,552 shares; 2025Q2: 58,847 shares; 2025Q3: 68,103 shares; 2025Q4: 76,161 shares 76,161 $2.48M 0.83% +8,058 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 loaded; 2024Q4: 24,176 shares; 2025Q1: 28,397 shares; 2025Q2: 28,733 shares; 2025Q3: 29,536 shares; 2025Q4: 31,368 shares 31,368 $2.37M 0.8% +1,832 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 loaded; 2024Q4: 23,744 shares; 2025Q1: 27,956 shares; 2025Q2: 27,980 shares; 2025Q3: 27,909 shares; 2025Q4: 26,823 shares 26,823 $2.15M 0.72% -1,086 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,310 shares; 2025Q1: 41,968 shares; 2025Q2: 48,491 shares; 2025Q3: 49,740 shares; 2025Q4: 51,866 shares 51,866 $2.09M 0.7% +2,126 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: not loaded; 2024Q4: 11,106 shares; 2025Q1: 13,650 shares; 2025Q2: 14,479 shares; 2025Q3: 14,579 shares; 2025Q4: 14,364 shares 14,364 $2.06M 0.69% -215 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,980 shares; 2025Q1: 26,605 shares; 2025Q2: 45,966 shares; 2025Q3: 41,531 shares; 2025Q4: 40,476 shares 40,476 $2.03M 0.68% -1,055 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,813 shares; 2025Q1: 43,059 shares; 2025Q2: 51,675 shares; 2025Q3: 57,332 shares; 2025Q4: 60,708 shares 60,708 $1.98M 0.66% +3,376 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: not loaded; 2024Q4: 5,669 shares; 2025Q1: 6,951 shares; 2025Q2: 6,685 shares; 2025Q3: 6,464 shares; 2025Q4: 13,216 shares 13,216 $1.9M 0.64% +6,752 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: not loaded; 2024Q4: 5,022 shares; 2025Q1: 5,911 shares; 2025Q2: 6,180 shares; 2025Q3: 6,467 shares; 2025Q4: 6,455 shares 6,455 $1.87M 0.63% -12 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,866 shares; 2025Q1: 71,416 shares; 2025Q2: 71,416 shares; 2025Q3: 71,416 shares; 2025Q4: 71,416 shares 71,416 $1.86M 0.63% 0 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,450 shares; 2025Q1: 21,255 shares; 2025Q2: 21,955 shares; 2025Q3: 23,955 shares; 2025Q4: 69,192 shares 69,192 $1.85M 0.62% +45,237 Timeline DFIV 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: not loaded; 2024Q4: 12,240 shares; 2025Q1: 22,645 shares; 2025Q2: 29,704 shares; 2025Q3: 34,065 shares; 2025Q4: 36,639 shares 36,639 $1.83M 0.61% +2,574 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,111 shares; 2025Q1: 3,044 shares; 2025Q2: 2,773 shares; 2025Q3: 2,787 shares; 2025Q4: 2,670 shares 2,670 $1.82M 0.61% -117 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,655 shares; 2025Q1: 42,257 shares; 2025Q2: 44,992 shares; 2025Q3: 45,767 shares; 2025Q4: 47,380 shares 47,380 $1.82M 0.61% +1,613 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: not loaded; 2024Q4: 13,088 shares; 2025Q1: 14,444 shares; 2025Q2: 14,267 shares; 2025Q3: 13,888 shares; 2025Q4: 14,515 shares 14,515 $1.75M 0.59% +627 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,647 shares; 2025Q1: 42,345 shares; 2025Q2: 37,630 shares; 2025Q3: 37,479 shares; 2025Q4: 35,284 shares 35,284 $1.73M 0.58% -2,195 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: not loaded; 2024Q4: 6,087 shares; 2025Q1: 6,085 shares; 2025Q2: 5,272 shares; 2025Q3: 5,433 shares; 2025Q4: 5,456 shares 5,456 $1.71M 0.57% +23 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42,041 shares; 2025Q1: 47,153 shares; 2025Q2: 50,117 shares; 2025Q3: 54,945 shares; 2025Q4: 55,789 shares 55,789 $1.68M 0.56% +844 Timeline FNDF 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 loaded; 2024Q4: 41,294 shares; 2025Q1: 42,751 shares; 2025Q2: 38,074 shares; 2025Q3: 37,021 shares; 2025Q4: 36,991 shares 36,991 $1.67M 0.56% -30 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,144 shares 25,144 $1.65M 0.55% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,000 shares; 2025Q3: 45,284 shares; 2025Q4: 45,284 shares 45,284 $1.64M 0.55% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,789 shares; 2025Q1: 20,014 shares; 2025Q2: 19,918 shares; 2025Q3: 20,435 shares; 2025Q4: 22,836 shares 22,836 $1.59M 0.53% +2,401 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 loaded; 2024Q4: 238 shares; 2025Q1: 263 shares; 2025Q2: 6,799 shares; 2025Q3: 6,799 shares; 2025Q4: 6,799 shares 6,799 $1.57M 0.53% 0 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,798 shares; 2025Q1: 8,289 shares; 2025Q2: 10,759 shares; 2025Q3: 11,899 shares; 2025Q4: 13,003 shares 13,003 $1.55M 0.52% +1,104 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,870 shares; 2025Q1: 25,944 shares; 2025Q2: 29,283 shares; 2025Q3: 31,904 shares; 2025Q4: 35,448 shares 35,448 $1.55M 0.52% +3,544 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,250 shares; 2025Q1: 26,313 shares; 2025Q2: 31,101 shares; 2025Q3: 36,445 shares; 2025Q4: 30,436 shares 30,436 $1.54M 0.52% -6,009 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: not loaded; 2024Q4: 11,787 shares; 2025Q1: 11,787 shares; 2025Q2: 11,787 shares; 2025Q3: 11,787 shares; 2025Q4: 11,787 shares 11,787 $1.52M 0.51% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,472 shares; 2025Q1: 4,630 shares; 2025Q2: 4,561 shares; 2025Q3: 4,782 shares; 2025Q4: 4,782 shares 4,782 $1.5M 0.5% 0 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: not loaded; 2024Q4: 5,895 shares; 2025Q1: 6,169 shares; 2025Q2: 6,488 shares; 2025Q3: 6,506 shares; 2025Q4: 6,981 shares 6,981 $1.44M 0.49% +475 Timeline JQUA 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 loaded; 2024Q4: 15,290 shares; 2025Q1: 15,448 shares; 2025Q2: 17,021 shares; 2025Q3: 18,908 shares; 2025Q4: 22,554 shares 22,554 $1.42M 0.48% +3,646 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: not loaded; 2024Q4: 9,475 shares; 2025Q1: 11,705 shares; 2025Q2: 13,190 shares; 2025Q3: 14,778 shares; 2025Q4: 15,941 shares 15,941 $1.41M 0.47% +1,163 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,044 shares; 2025Q1: 4,089 shares; 2025Q2: 4,111 shares; 2025Q3: 4,119 shares; 2025Q4: 3,964 shares 3,964 $1.37M 0.46% -155 Timeline JGLO 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 loaded; 2024Q4: 75 shares; 2025Q1: 3,210 shares; 2025Q2: 10,840 shares; 2025Q3: 17,571 shares; 2025Q4: 19,256 shares 19,256 $1.3M 0.44% +1,685 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 1,405 shares; 2025Q2: 5,585 shares; 2025Q3: 10,895 shares; 2025Q4: 27,125 shares 27,125 $1.26M 0.42% +16,230 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: not loaded; 2024Q4: 4,760 shares; 2025Q1: 4,829 shares; 2025Q2: 4,800 shares; 2025Q3: 4,844 shares; 2025Q4: 4,854 shares 4,854 $1.25M 0.42% +10 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: not loaded; 2024Q4: 86,964 shares; 2025Q1: 94,394 shares; 2025Q2: 73,891 shares; 2025Q3: 54,168 shares; 2025Q4: 45,415 shares 45,415 $1.25M 0.42% -8,753 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 4,744 shares; 2025Q3: 4,744 shares; 2025Q4: 4,744 shares 4,744 $1.17M 0.39% 0 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: not loaded; 2024Q4: 44,002 shares; 2025Q1: 44,242 shares; 2025Q2: 43,268 shares; 2025Q3: 42,724 shares; 2025Q4: 42,591 shares 42,591 $1.16M 0.39% -133 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,611 shares; 2025Q1: 16,429 shares; 2025Q2: 16,395 shares; 2025Q3: 18,014 shares; 2025Q4: 18,462 shares 18,462 $1.15M 0.39% +448 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,444 shares; 2025Q1: 5,307 shares; 2025Q2: 5,051 shares; 2025Q3: 5,421 shares; 2025Q4: 5,112 shares 5,112 $1.12M 0.38% -309 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 63 shares; 2025Q2: 15,063 shares; 2025Q3: 15,063 shares; 2025Q4: 15,063 shares 15,063 $1.11M 0.37% 0 Timeline IMTM 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 loaded; 2024Q4: not reported; 2025Q1: 6,634 shares; 2025Q2: 16,850 shares; 2025Q3: 20,699 shares; 2025Q4: 22,763 shares 22,763 $1.09M 0.37% +2,064 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: not loaded; 2024Q4: 3,304 shares; 2025Q1: 3,259 shares; 2025Q2: 3,512 shares; 2025Q3: 3,517 shares; 2025Q4: 3,594 shares 3,594 $1.07M 0.36% +77 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,480 shares; 2025Q1: 15,157 shares; 2025Q2: 15,336 shares; 2025Q3: 19,501 shares; 2025Q4: 22,461 shares 22,461 $1.03M 0.34% +2,960 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $1.01M 0.34% 0 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: not loaded; 2024Q4: 4,763 shares; 2025Q1: 5,136 shares; 2025Q2: 6,836 shares; 2025Q3: 6,837 shares; 2025Q4: 7,017 shares 7,017 $1.01M 0.34% +180 Timeline DFSV 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: not loaded; 2024Q4: 29,709 shares; 2025Q1: 29,250 shares; 2025Q2: 30,100 shares; 2025Q3: 29,761 shares; 2025Q4: 30,179 shares 30,179 $993K 0.33% +418 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: not loaded; 2024Q4: 8,397 shares; 2025Q1: 6,290 shares; 2025Q2: 6,061 shares; 2025Q3: 5,760 shares; 2025Q4: 6,305 shares 6,305 $976K 0.33% +545 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,410 shares; 2025Q1: 8,338 shares; 2025Q2: 7,048 shares; 2025Q3: 6,825 shares; 2025Q4: 6,556 shares 6,556 $969K 0.33% -269 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,284 shares; 2025Q1: 11,016 shares; 2025Q2: 10,931 shares; 2025Q3: 11,533 shares; 2025Q4: 12,544 shares 12,544 $966K 0.32% +1,011 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,440 shares; 2025Q1: 13,086 shares; 2025Q2: 13,210 shares; 2025Q3: 13,041 shares; 2025Q4: 12,844 shares 12,844 $951K 0.32% -197 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: not loaded; 2024Q4: 19,348 shares; 2025Q1: 19,179 shares; 2025Q2: 18,492 shares; 2025Q3: 18,209 shares; 2025Q4: 17,516 shares 17,516 $942K 0.32% -693 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: not loaded; 2024Q4: 14,921 shares; 2025Q1: 16,384 shares; 2025Q2: 19,214 shares; 2025Q3: 21,972 shares; 2025Q4: 21,102 shares 21,102 $937K 0.31% -870 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: not loaded; 2024Q4: 5,982 shares; 2025Q1: 8,583 shares; 2025Q2: 8,294 shares; 2025Q3: 8,295 shares; 2025Q4: 8,295 shares 8,295 $924K 0.31% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 138 shares; 2025Q1: 144 shares; 2025Q2: 4,144 shares; 2025Q3: 4,144 shares; 2025Q4: 4,150 shares 4,150 $886K 0.3% +6 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,540 shares; 2025Q1: 37,464 shares; 2025Q2: 38,140 shares; 2025Q3: 36,923 shares; 2025Q4: 35,467 shares 35,467 $881K 0.3% -1,456 Timeline SDSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,470 shares; 2025Q1: 12,620 shares; 2025Q2: 12,980 shares; 2025Q3: 15,280 shares; 2025Q4: 16,270 shares 16,270 $839K 0.28% +990 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,633 shares; 2025Q1: 15,263 shares; 2025Q2: 14,577 shares; 2025Q3: 14,389 shares; 2025Q4: 13,953 shares 13,953 $831K 0.28% -436 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,431 shares; 2025Q1: 11,721 shares; 2025Q2: 12,019 shares; 2025Q3: 11,205 shares; 2025Q4: 11,570 shares 11,570 $809K 0.27% +365 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,700 shares; 2025Q1: 6,850 shares; 2025Q2: 13,860 shares; 2025Q3: 19,813 shares; 2025Q4: 22,803 shares 22,803 $806K 0.27% +2,990 Timeline BRLN 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 loaded; 2024Q4: 17,520 shares; 2025Q1: 21,330 shares; 2025Q2: 21,310 shares; 2025Q3: 20,920 shares; 2025Q4: 15,560 shares 15,560 $803K 0.27% -5,360 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,075 shares; 2025Q1: 17,987 shares; 2025Q2: 19,040 shares; 2025Q3: 19,766 shares; 2025Q4: 21,716 shares 21,716 $800K 0.27% +1,950 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: not loaded; 2024Q4: 2,144 shares; 2025Q1: 2,240 shares; 2025Q2: 2,278 shares; 2025Q3: 2,216 shares; 2025Q4: 2,291 shares 2,291 $788K 0.26% +75 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,792 shares; 2025Q1: 21,555 shares; 2025Q2: 20,536 shares; 2025Q3: 20,290 shares; 2025Q4: 16,764 shares 16,764 $785K 0.26% -3,526 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: not loaded; 2024Q4: 1,590 shares; 2025Q1: 2,085 shares; 2025Q2: 2,263 shares; 2025Q3: 2,271 shares; 2025Q4: 2,338 shares 2,338 $772K 0.26% +67 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,576 shares; 2025Q1: 13,739 shares; 2025Q2: 14,899 shares; 2025Q3: 15,869 shares; 2025Q4: 16,161 shares 16,161 $771K 0.26% +292 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 141 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares 143 $766K 0.26% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,931 shares; 2025Q1: 12,871 shares; 2025Q2: 11,335 shares; 2025Q3: 10,904 shares; 2025Q4: 10,453 shares 10,453 $747K 0.25% -451 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,486 shares; 2025Q1: 2,879 shares; 2025Q2: 3,097 shares; 2025Q3: 3,310 shares; 2025Q4: 3,419 shares 3,419 $724K 0.24% +109 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,347 shares; 2025Q1: 9,482 shares; 2025Q2: 9,553 shares; 2025Q3: 11,540 shares; 2025Q4: 13,415 shares 13,415 $688K 0.23% +1,875 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: not loaded; 2024Q4: 736 shares; 2025Q1: 746 shares; 2025Q2: 3,941 shares; 2025Q3: 3,941 shares; 2025Q4: 3,941 shares 3,941 $684K 0.23% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 789 shares; 2025Q1: 856 shares; 2025Q2: 816 shares; 2025Q3: 739 shares; 2025Q4: 790 shares 790 $681K 0.23% +51 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,047 shares; 2025Q1: 13,547 shares; 2025Q2: 13,089 shares; 2025Q3: 12,835 shares; 2025Q4: 12,837 shares 12,837 $678K 0.23% +2 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,220 shares; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares 1,220 $675K 0.23% 0 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: not loaded; 2024Q4: 11,936 shares; 2025Q1: 15,295 shares; 2025Q2: 18,326 shares; 2025Q3: 19,778 shares; 2025Q4: 20,893 shares 20,893 $658K 0.22% +1,115 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,745 shares; 2025Q1: 13,045 shares; 2025Q2: 13,045 shares; 2025Q3: 13,045 shares; 2025Q4: 13,685 shares 13,685 $657K 0.22% +640 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: not loaded; 2024Q4: 12,165 shares; 2025Q1: 15,865 shares; 2025Q2: 15,940 shares; 2025Q3: 16,140 shares; 2025Q4: 15,790 shares 15,790 $652K 0.22% -350 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $646K 0.22% 0 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 125,353 shares; 2025Q1: 125,353 shares; 2025Q2: 111,484 shares; 2025Q3: 117,684 shares; 2025Q4: 112,725 shares 112,725 $628K 0.21% -4,959 Timeline JNK 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 loaded; 2024Q4: 6,180 shares; 2025Q1: 6,242 shares; 2025Q2: 6,214 shares; 2025Q3: 6,252 shares; 2025Q4: 6,302 shares 6,302 $613K 0.21% +50 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,996 shares; 2025Q1: 11,113 shares; 2025Q2: 11,117 shares; 2025Q3: 10,983 shares; 2025Q4: 10,579 shares 10,579 $613K 0.21% -404 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,386 shares; 2025Q1: 1,526 shares; 2025Q2: 1,834 shares; 2025Q3: 1,861 shares; 2025Q4: 1,539 shares 1,539 $610K 0.2% -322 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,632 shares; 2025Q1: 6,945 shares; 2025Q2: 6,901 shares; 2025Q3: 6,902 shares; 2025Q4: 6,903 shares 6,903 $603K 0.2% +1 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,285 shares; 2025Q1: 2,805 shares; 2025Q2: 2,713 shares; 2025Q3: 2,710 shares; 2025Q4: 2,633 shares 2,633 $602K 0.2% -77 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,961 shares; 2025Q1: 35,961 shares; 2025Q2: 32,975 shares; 2025Q3: 34,755 shares; 2025Q4: 32,463 shares 32,463 $591K 0.2% -2,292 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,806 shares; 2025Q1: 12,683 shares; 2025Q2: 16,025 shares; 2025Q3: 16,028 shares; 2025Q4: 16,732 shares 16,732 $590K 0.2% +704 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,642 shares; 2025Q1: 1,830 shares; 2025Q2: 1,825 shares; 2025Q3: 1,686 shares; 2025Q4: 1,898 shares 1,898 $585K 0.2% +212 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 loaded; 2024Q4: 5,797 shares; 2025Q1: 7,921 shares; 2025Q2: 7,899 shares; 2025Q3: 7,015 shares; 2025Q4: 6,309 shares 6,309 $577K 0.19% -706 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,273 shares; 2025Q1: 6,348 shares; 2025Q2: 6,828 shares; 2025Q3: 6,828 shares; 2025Q4: 6,828 shares 6,828 $571K 0.19% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,542 shares; 2025Q1: 3,014 shares; 2025Q2: 2,895 shares; 2025Q3: 2,891 shares; 2025Q4: 2,878 shares 2,878 $561K 0.19% -13 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: not loaded; 2024Q4: 570 shares; 2025Q1: 694 shares; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 838 shares 838 $553K 0.19% +23 Timeline SCHH 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 loaded; 2024Q4: 14,872 shares; 2025Q1: 16,282 shares; 2025Q2: 21,990 shares; 2025Q3: 22,860 shares; 2025Q4: 25,427 shares 25,427 $531K 0.18% +2,567 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,178 shares; 2025Q1: 25,194 shares; 2025Q2: 25,194 shares; 2025Q3: 22,894 shares; 2025Q4: 20,594 shares 20,594 $530K 0.18% -2,300 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 971 shares; 2025Q1: 1,098 shares; 2025Q2: 1,125 shares; 2025Q3: 1,165 shares; 2025Q4: 1,178 shares 1,178 $530K 0.18% +13 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,488 shares; 2025Q1: 7,826 shares; 2025Q2: 8,257 shares; 2025Q3: 8,314 shares; 2025Q4: 9,555 shares 9,555 $526K 0.18% +1,241 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53,534 shares; 2025Q1: 56,034 shares; 2025Q2: 58,205 shares; 2025Q3: 56,855 shares; 2025Q4: 56,308 shares 56,308 $519K 0.17% -547 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,669 shares; 2025Q1: 12,728 shares; 2025Q2: 12,452 shares; 2025Q3: 13,324 shares; 2025Q4: 12,762 shares 12,762 $515K 0.17% -562 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: not loaded; 2024Q4: 5,286 shares; 2025Q1: 5,236 shares; 2025Q2: 5,039 shares; 2025Q3: 4,463 shares; 2025Q4: 4,188 shares 4,188 $504K 0.17% -275 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: not loaded; 2024Q4: 2,880 shares; 2025Q1: 3,238 shares; 2025Q2: 3,259 shares; 2025Q3: 3,268 shares; 2025Q4: 3,239 shares 3,239 $499K 0.17% -29 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: not loaded; 2024Q4: 461 shares; 2025Q1: 866 shares; 2025Q2: 866 shares; 2025Q3: 865 shares; 2025Q4: 872 shares 872 $499K 0.17% +7 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: not loaded; 2024Q4: 10,744 shares; 2025Q1: 9,982 shares; 2025Q2: 9,366 shares; 2025Q3: 12,902 shares; 2025Q4: 15,159 shares 15,159 $496K 0.17% +2,257 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,561 shares; 2025Q1: 4,561 shares; 2025Q2: 4,562 shares; 2025Q3: 7,617 shares; 2025Q4: 7,620 shares 7,620 $495K 0.17% +3 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,487 shares; 2025Q1: 6,487 shares; 2025Q2: 6,487 shares; 2025Q3: 6,487 shares; 2025Q4: 6,280 shares 6,280 $494K 0.17% -207 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: not loaded; 2024Q4: 1,710 shares; 2025Q1: 1,955 shares; 2025Q2: 1,955 shares; 2025Q3: 1,955 shares; 2025Q4: 1,955 shares 1,955 $491K 0.16% 0 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 6,800 shares; 2025Q4: 5,232 shares 5,232 $484K 0.16% -1,568 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 loaded; 2024Q4: 37,468 shares; 2025Q1: 35,528 shares; 2025Q2: 35,968 shares; 2025Q3: 35,866 shares; 2025Q4: 36,252 shares 36,252 $476K 0.16% +386 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,925 shares 9,925 $469K 0.16% new Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,673 shares; 2025Q1: 11,934 shares; 2025Q2: 10,658 shares; 2025Q3: 10,261 shares; 2025Q4: 9,767 shares 9,767 $463K 0.16% -494 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 847 shares; 2025Q1: 854 shares; 2025Q2: 854 shares; 2025Q3: 854 shares; 2025Q4: 921 shares 921 $463K 0.16% +67 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,319 shares; 2025Q1: 10,089 shares; 2025Q2: 9,310 shares; 2025Q3: 9,317 shares; 2025Q4: 9,434 shares 9,434 $444K 0.15% +117 Timeline ICF 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 loaded; 2024Q4: 6,450 shares; 2025Q1: 6,645 shares; 2025Q2: 6,362 shares; 2025Q3: 6,574 shares; 2025Q4: 7,432 shares 7,432 $443K 0.15% +858 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: not loaded; 2024Q4: 2,155 shares; 2025Q1: 1,978 shares; 2025Q2: 1,937 shares; 2025Q3: 1,829 shares; 2025Q4: 1,576 shares 1,576 $443K 0.15% -253 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,414 shares; 2025Q1: 35,206 shares; 2025Q2: 35,969 shares; 2025Q3: 35,556 shares; 2025Q4: 34,708 shares 34,708 $441K 0.15% -848 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $433K 0.15% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,592 shares; 2025Q1: 6,547 shares; 2025Q2: 6,531 shares; 2025Q3: 6,531 shares; 2025Q4: 6,533 shares 6,533 $428K 0.14% +2 Timeline FTCB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 19,990 shares 19,990 $424K 0.14% +16,290 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: not loaded; 2024Q4: 3,452 shares; 2025Q1: 3,219 shares; 2025Q2: 3,001 shares; 2025Q3: 2,756 shares; 2025Q4: 2,378 shares 2,378 $423K 0.14% -378 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,733 shares; 2025Q4: 5,733 shares 5,733 $419K 0.14% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,461 shares; 2025Q1: 7,619 shares; 2025Q2: 7,474 shares; 2025Q3: 7,719 shares; 2025Q4: 8,104 shares 8,104 $418K 0.14% +385 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,963 shares; 2025Q1: 3,642 shares; 2025Q2: 3,773 shares; 2025Q3: 3,639 shares; 2025Q4: 3,639 shares 3,639 $417K 0.14% 0 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: not loaded; 2024Q4: 3,983 shares; 2025Q1: 4,032 shares; 2025Q2: 4,033 shares; 2025Q3: 4,034 shares; 2025Q4: 3,949 shares 3,949 $416K 0.14% -85 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 loaded; 2024Q4: 1,225 shares; 2025Q1: 2,081 shares; 2025Q2: 2,487 shares; 2025Q3: 2,636 shares; 2025Q4: 3,155 shares 3,155 $413K 0.14% +519 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 loaded; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 165 shares; 2025Q3: 152 shares; 2025Q4: 2,402 shares 2,402 $411K 0.14% +2,250 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: not loaded; 2024Q4: 14,303 shares; 2025Q1: 16,533 shares; 2025Q2: 17,631 shares; 2025Q3: 16,677 shares; 2025Q4: 16,446 shares 16,446 $409K 0.14% -231 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,728 shares; 2025Q1: 27,649 shares; 2025Q2: 22,830 shares; 2025Q3: 22,830 shares; 2025Q4: 21,117 shares 21,117 $399K 0.13% -1,713 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: not loaded; 2024Q4: 10,662 shares; 2025Q1: 11,071 shares; 2025Q2: 11,171 shares; 2025Q3: 11,020 shares; 2025Q4: 9,677 shares 9,677 $394K 0.13% -1,343 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,721 shares; 2025Q1: 2,335 shares; 2025Q2: 2,327 shares; 2025Q3: 2,328 shares; 2025Q4: 2,728 shares 2,728 $391K 0.13% +400 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,911 shares; 2025Q1: 17,764 shares; 2025Q2: 15,024 shares; 2025Q3: 14,448 shares; 2025Q4: 13,197 shares 13,197 $382K 0.13% -1,251 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 loaded; 2024Q4: 1,320 shares; 2025Q1: 1,363 shares; 2025Q2: 1,571 shares; 2025Q3: 1,571 shares; 2025Q4: 1,572 shares 1,572 $381K 0.13% +1 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: not loaded; 2024Q4: 3,659 shares; 2025Q1: 4,515 shares; 2025Q2: 4,053 shares; 2025Q3: 3,696 shares; 2025Q4: 8,516 shares 8,516 $381K 0.13% +4,820 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 loaded; 2024Q4: 1,311 shares; 2025Q1: 1,311 shares; 2025Q2: 1,311 shares; 2025Q3: 1,311 shares; 2025Q4: 1,311 shares 1,311 $380K 0.13% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,938 shares; 2025Q1: 2,981 shares; 2025Q2: 2,895 shares; 2025Q3: 2,858 shares; 2025Q4: 3,073 shares 3,073 $372K 0.12% +215 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 841 shares; 2025Q2: 3,196 shares; 2025Q3: 4,612 shares; 2025Q4: 4,336 shares 4,336 $367K 0.12% -276 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: 2,008 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $364K 0.12% 0 Timeline OBND 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 loaded; 2024Q4: 12,900 shares; 2025Q1: 13,900 shares; 2025Q2: 13,625 shares; 2025Q3: 13,625 shares; 2025Q4: 13,900 shares 13,900 $362K 0.12% +275 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,058 shares; 2025Q1: 4,177 shares; 2025Q2: 4,366 shares; 2025Q3: 3,970 shares; 2025Q4: 3,498 shares 3,498 $360K 0.12% -472 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: not loaded; 2024Q4: 1,080 shares; 2025Q1: 1,115 shares; 2025Q2: 1,171 shares; 2025Q3: 1,172 shares; 2025Q4: 1,099 shares 1,099 $360K 0.12% -73 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,979 shares; 2025Q1: 9,534 shares; 2025Q2: 8,259 shares; 2025Q3: 8,259 shares; 2025Q4: 7,392 shares 7,392 $352K 0.12% -867 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 loaded; 2024Q4: 2,551 shares; 2025Q1: 2,592 shares; 2025Q2: 2,592 shares; 2025Q3: 2,572 shares; 2025Q4: 2,652 shares 2,652 $352K 0.12% +80 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,701 shares; 2025Q1: 2,701 shares; 2025Q2: 2,701 shares; 2025Q3: 2,701 shares; 2025Q4: 2,699 shares 2,699 $350K 0.12% -2 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,239 shares; 2025Q1: 2,239 shares; 2025Q2: 2,151 shares; 2025Q3: 2,131 shares; 2025Q4: 1,891 shares 1,891 $347K 0.12% -240 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,438 shares; 2025Q1: 7,479 shares; 2025Q2: 5,859 shares; 2025Q3: 5,889 shares; 2025Q4: 4,614 shares 4,614 $346K 0.12% -1,275 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 loaded; 2024Q4: 6,678 shares; 2025Q1: 7,846 shares; 2025Q2: 6,443 shares; 2025Q3: 5,896 shares; 2025Q4: 6,291 shares 6,291 $345K 0.12% +395 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,716 shares; 2025Q1: 4,716 shares; 2025Q2: 4,716 shares; 2025Q3: 4,716 shares; 2025Q4: 4,816 shares 4,816 $344K 0.12% +100 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: not loaded; 2024Q4: 2,210 shares; 2025Q1: 2,304 shares; 2025Q2: 2,194 shares; 2025Q3: 2,255 shares; 2025Q4: 2,256 shares 2,256 $344K 0.12% +1 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,792 shares; 2025Q1: 1,610 shares; 2025Q2: 1,511 shares; 2025Q3: 1,406 shares; 2025Q4: 1,757 shares 1,757 $337K 0.11% +351 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: not loaded; 2024Q4: 14,880 shares; 2025Q1: 15,222 shares; 2025Q2: 13,280 shares; 2025Q3: 12,619 shares; 2025Q4: 11,762 shares 11,762 $335K 0.11% -857 Timeline LGOV 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 loaded; 2024Q4: not reported; 2025Q1: 10,688 shares; 2025Q2: 12,143 shares; 2025Q3: 12,895 shares; 2025Q4: 15,178 shares 15,178 $331K 0.11% +2,283 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: not loaded; 2024Q4: 1,108 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares 1,145 $330K 0.11% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 857 shares; 2025Q3: 857 shares; 2025Q4: 857 shares 857 $329K 0.11% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares 563 $326K 0.11% 0 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,615 shares; 2025Q1: 5,612 shares; 2025Q2: 5,612 shares; 2025Q3: 5,529 shares; 2025Q4: 5,562 shares 5,562 $326K 0.11% +33 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 321 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 371 shares; 2025Q4: 428 shares 428 $323K 0.11% +57 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 516 shares; 2025Q1: 519 shares; 2025Q2: 520 shares; 2025Q3: 523 shares; 2025Q4: 524 shares 524 $316K 0.11% +1 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,479 shares; 2025Q1: 10,635 shares; 2025Q2: 8,055 shares; 2025Q3: 7,028 shares; 2025Q4: 7,066 shares 7,066 $313K 0.11% +38 Timeline IYH 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 loaded; 2024Q4: 6,629 shares; 2025Q1: 8,348 shares; 2025Q2: 7,138 shares; 2025Q3: 5,083 shares; 2025Q4: 4,791 shares 4,791 $312K 0.1% -292 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,447 shares; 2025Q1: 8,447 shares; 2025Q2: 8,447 shares; 2025Q3: 8,447 shares; 2025Q4: 8,447 shares 8,447 $310K 0.1% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,940 shares; 2025Q1: 5,212 shares; 2025Q2: 5,228 shares; 2025Q3: 5,250 shares; 2025Q4: 5,215 shares 5,215 $309K 0.1% -35 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,685 shares; 2025Q1: 4,074 shares; 2025Q2: 4,844 shares; 2025Q3: 5,416 shares; 2025Q4: 6,939 shares 6,939 $309K 0.1% +1,523 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: not loaded; 2024Q4: 262 shares; 2025Q1: 265 shares; 2025Q2: 305 shares; 2025Q3: 315 shares; 2025Q4: 285 shares 285 $306K 0.1% -30 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,494 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 1,494 shares; 2025Q4: 1,494 shares 1,494 $305K 0.1% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 632 shares 632 $299K 0.1% 0 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: not loaded; 2024Q4: 4,219 shares; 2025Q1: 4,646 shares; 2025Q2: 4,658 shares; 2025Q3: 4,661 shares; 2025Q4: 4,482 shares 4,482 $296K 0.1% -179 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,746 shares; 2025Q1: 1,444 shares; 2025Q2: 1,445 shares; 2025Q3: 1,332 shares; 2025Q4: 1,833 shares 1,833 $294K 0.1% +501 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 799 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 1,020 shares; 2025Q4: 1,302 shares 1,302 $293K 0.1% +282 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,518 shares; 2025Q1: 6,182 shares; 2025Q2: 5,275 shares; 2025Q3: 5,080 shares; 2025Q4: 5,146 shares 5,146 $292K 0.1% +66 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,846 shares; 2025Q1: 2,411 shares; 2025Q2: 2,271 shares; 2025Q3: 2,070 shares; 2025Q4: 1,641 shares 1,641 $292K 0.1% -429 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,034 shares; 2025Q1: 3,130 shares; 2025Q2: 3,103 shares; 2025Q3: 3,052 shares; 2025Q4: 3,029 shares 3,029 $291K 0.1% -23 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: not loaded; 2024Q4: 762 shares; 2025Q1: 773 shares; 2025Q2: 798 shares; 2025Q3: 781 shares; 2025Q4: 785 shares 785 $290K 0.1% +4 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 792 shares; 2025Q1: 812 shares; 2025Q2: 796 shares; 2025Q3: 796 shares; 2025Q4: 1,481 shares 1,481 $289K 0.1% +685 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,355 shares; 2025Q1: 4,483 shares; 2025Q2: 3,139 shares; 2025Q3: 3,019 shares; 2025Q4: 2,775 shares 2,775 $288K 0.1% -244 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,369 shares; 2025Q1: 1,572 shares; 2025Q2: 1,486 shares; 2025Q3: 1,333 shares; 2025Q4: 1,318 shares 1,318 $286K 0.1% -15 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,302 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 1,177 shares 1,177 $284K 0.1% 0 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 loaded; 2024Q4: 330 shares; 2025Q1: 230 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 3,230 shares 3,230 $283K 0.1% 0 Timeline BOND 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 loaded; 2024Q4: 1,901 shares; 2025Q1: 1,503 shares; 2025Q2: 1,680 shares; 2025Q3: 1,699 shares; 2025Q4: 3,037 shares 3,037 $283K 0.09% +1,338 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,073 shares; 2025Q1: 2,073 shares; 2025Q2: 2,064 shares; 2025Q3: 2,065 shares; 2025Q4: 2,065 shares 2,065 $276K 0.09% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,212 shares 4,212 $275K 0.09% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,844 shares; 2025Q1: 2,355 shares; 2025Q2: 2,355 shares; 2025Q3: 2,356 shares; 2025Q4: 2,357 shares 2,357 $275K 0.09% +1 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 loaded; 2024Q4: 393 shares; 2025Q1: 434 shares; 2025Q2: 539 shares; 2025Q3: 545 shares; 2025Q4: 1,085 shares 1,085 $274K 0.09% +540 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,096 shares; 2025Q1: 4,972 shares; 2025Q2: 4,641 shares; 2025Q3: 4,373 shares; 2025Q4: 4,036 shares 4,036 $270K 0.09% -337 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: not loaded; 2024Q4: 7,860 shares; 2025Q1: 7,287 shares; 2025Q2: 7,450 shares; 2025Q3: 7,171 shares; 2025Q4: 7,452 shares 7,452 $269K 0.09% +281 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,149 shares; 2025Q1: 25,149 shares; 2025Q2: 25,149 shares; 2025Q3: 26,125 shares; 2025Q4: 17,915 shares 17,915 $265K 0.09% -8,210 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: not loaded; 2024Q4: 5,890 shares; 2025Q1: 7,377 shares; 2025Q2: 7,377 shares; 2025Q3: 7,377 shares; 2025Q4: 7,377 shares 7,377 $262K 0.09% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 822 shares; 2025Q1: 1,071 shares; 2025Q2: 1,130 shares; 2025Q3: 1,150 shares; 2025Q4: 1,226 shares 1,226 $256K 0.09% +76 Timeline DFAR 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: not loaded; 2024Q4: 283 shares; 2025Q1: 241 shares; 2025Q2: 5,928 shares; 2025Q3: 9,119 shares; 2025Q4: 11,115 shares 11,115 $255K 0.09% +1,996 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: not loaded; 2024Q4: 647 shares; 2025Q1: 722 shares; 2025Q2: 686 shares; 2025Q3: 687 shares; 2025Q4: 1,487 shares 1,487 $254K 0.09% +800 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 loaded; 2024Q4: 5,808 shares; 2025Q1: 6,755 shares; 2025Q2: 6,656 shares; 2025Q3: 6,748 shares; 2025Q4: 6,890 shares 6,890 $254K 0.09% +142 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 846 shares; 2025Q4: 846 shares 846 $250K 0.08% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 733 shares; 2025Q3: 733 shares; 2025Q4: 711 shares 711 $249K 0.08% -22 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 1,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,350 shares 5,350 $249K 0.08% -150 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,082 shares; 2025Q1: 3,082 shares; 2025Q2: 2,820 shares; 2025Q3: 2,760 shares; 2025Q4: 2,813 shares 2,813 $243K 0.08% +53 Timeline IQLT 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 loaded; 2024Q4: 4,334 shares; 2025Q1: 4,761 shares; 2025Q2: 5,634 shares; 2025Q3: 5,995 shares; 2025Q4: 5,297 shares 5,297 $241K 0.08% -698 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,700 shares; 2025Q3: 22,700 shares; 2025Q4: 22,700 shares 22,700 $240K 0.08% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 1,085 shares 1,085 $238K 0.08% +700 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 loaded; 2024Q4: 309 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 364 shares 364 $238K 0.08% +47 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 646 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares 760 $237K 0.08% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,882 shares; 2025Q1: 1,955 shares; 2025Q2: 1,955 shares; 2025Q3: 1,955 shares; 2025Q4: 1,955 shares 1,955 $234K 0.08% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,923 shares; 2025Q1: 1,973 shares; 2025Q2: 1,923 shares; 2025Q3: 1,922 shares; 2025Q4: 1,865 shares 1,865 $234K 0.08% -57 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: not loaded; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares 660 $231K 0.08% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,869 shares; 2025Q1: 2,941 shares; 2025Q2: 2,618 shares; 2025Q3: 2,596 shares; 2025Q4: 3,221 shares 3,221 $231K 0.08% +625 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: not loaded; 2024Q4: 12,474 shares; 2025Q1: 13,293 shares; 2025Q2: 13,346 shares; 2025Q3: 12,569 shares; 2025Q4: 7,593 shares 7,593 $227K 0.08% -4,976 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 636 shares; 2025Q1: 755 shares; 2025Q2: 753 shares; 2025Q3: 752 shares; 2025Q4: 733 shares 733 $224K 0.08% -19 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: not loaded; 2024Q4: 1,727 shares; 2025Q1: 1,727 shares; 2025Q2: 1,587 shares; 2025Q3: 1,387 shares; 2025Q4: 1,387 shares 1,387 $222K 0.07% 0 Timeline JGRO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,387 shares 2,387 $222K 0.07% new 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 loaded; 2024Q4: 1,261 shares; 2025Q1: 2,180 shares; 2025Q2: 2,210 shares; 2025Q3: 2,197 shares; 2025Q4: 2,200 shares 2,200 $220K 0.07% +3 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 loaded; 2024Q4: 3,933 shares; 2025Q1: 3,707 shares; 2025Q2: 3,560 shares; 2025Q3: 3,264 shares; 2025Q4: 3,792 shares 3,792 $219K 0.07% +528 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 175 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 188 shares; 2025Q4: 2,330 shares 2,330 $218K 0.07% +2,142 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: not loaded; 2024Q4: 7,178 shares; 2025Q1: 8,091 shares; 2025Q2: 8,656 shares; 2025Q3: 13,395 shares; 2025Q4: 12,311 shares 12,311 $218K 0.07% -1,084 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,715 shares; 2025Q1: 3,715 shares; 2025Q2: 3,715 shares; 2025Q3: 3,715 shares; 2025Q4: 3,715 shares 3,715 $214K 0.07% 0 Timeline SPIB 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 loaded; 2024Q4: 8,609 shares; 2025Q1: 10,294 shares; 2025Q2: 8,045 shares; 2025Q3: 6,969 shares; 2025Q4: 6,319 shares 6,319 $214K 0.07% -650 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: not loaded; 2024Q4: 6,903 shares; 2025Q1: 9,149 shares; 2025Q2: 9,150 shares; 2025Q3: 8,810 shares; 2025Q4: 8,810 shares 8,810 $212K 0.07% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 791 shares; 2025Q1: 1,035 shares; 2025Q2: 982 shares; 2025Q3: 1,039 shares; 2025Q4: 1,039 shares 1,039 $209K 0.07% 0 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: not loaded; 2024Q4: 6,782 shares; 2025Q1: 6,782 shares; 2025Q2: 6,782 shares; 2025Q3: 6,782 shares; 2025Q4: 6,582 shares 6,582 $209K 0.07% -200 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 3,045 shares; 2025Q3: 3,045 shares; 2025Q4: 3,045 shares 3,045 $207K 0.07% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,705 shares; 2025Q1: 2,369 shares; 2025Q2: 2,244 shares; 2025Q3: 2,229 shares; 2025Q4: 2,201 shares 2,201 $207K 0.07% -28 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: not loaded; 2024Q4: 1,974 shares; 2025Q1: 2,742 shares; 2025Q2: 2,690 shares; 2025Q3: 2,697 shares; 2025Q4: 2,562 shares 2,562 $203K 0.07% -135 Timeline WEA WESTERN ASSET PREMIER BD FD More: the full row for WESTERN ASSET PREMIER BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,606 shares; 2025Q1: 18,413 shares; 2025Q2: 18,413 shares; 2025Q3: 18,413 shares; 2025Q4: 18,413 shares 18,413 $203K 0.07% 0 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,636 shares; 2025Q1: 11,636 shares; 2025Q2: 13,110 shares; 2025Q3: 10,488 shares; 2025Q4: 11,453 shares 11,453 $200K 0.07% +965 Timeline GRID 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 loaded; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 1,295 shares; 2025Q3: 1,295 shares; 2025Q4: 1,295 shares 1,295 $198K 0.07% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $196K 0.07% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,725 shares; 2025Q1: 5,617 shares; 2025Q2: 5,760 shares; 2025Q3: 5,616 shares; 2025Q4: 5,616 shares 5,616 $195K 0.07% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,289 shares; 2025Q1: 6,290 shares; 2025Q2: 6,451 shares; 2025Q3: 6,480 shares; 2025Q4: 5,579 shares 5,579 $194K 0.07% -901 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,102 shares; 2025Q3: 1,091 shares; 2025Q4: 2,426 shares 2,426 $189K 0.06% +1,335 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 loaded; 2024Q4: 1,961 shares; 2025Q1: 1,911 shares; 2025Q2: 1,911 shares; 2025Q3: 1,795 shares; 2025Q4: 1,795 shares 1,795 $187K 0.06% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,794 shares; 2025Q1: 6,323 shares; 2025Q2: 6,367 shares; 2025Q3: 5,336 shares; 2025Q4: 5,820 shares 5,820 $187K 0.06% +484 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,492 shares; 2025Q1: 2,588 shares; 2025Q2: 2,538 shares; 2025Q3: 2,538 shares; 2025Q4: 2,536 shares 2,536 $187K 0.06% -2 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,760 shares; 2025Q1: 1,434 shares; 2025Q2: 1,418 shares; 2025Q3: 1,420 shares; 2025Q4: 1,588 shares 1,588 $186K 0.06% +168 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: not loaded; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares 1,005 $186K 0.06% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 872 shares; 2025Q1: 872 shares; 2025Q2: 872 shares; 2025Q3: 872 shares; 2025Q4: 872 shares 872 $183K 0.06% 0 Timeline DFEV 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: not loaded; 2024Q4: 5,074 shares; 2025Q1: 5,446 shares; 2025Q2: 5,450 shares; 2025Q3: 5,478 shares; 2025Q4: 5,337 shares 5,337 $180K 0.06% -141 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,153 shares; 2025Q1: 1,845 shares; 2025Q2: 1,189 shares; 2025Q3: 1,149 shares; 2025Q4: 827 shares 827 $179K 0.06% -322 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 3,029 shares; 2025Q3: 3,029 shares; 2025Q4: 3,029 shares 3,029 $174K 0.06% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 912 shares; 2025Q1: 912 shares; 2025Q2: 5,027 shares; 2025Q3: 5,027 shares; 2025Q4: 5,027 shares 5,027 $173K 0.06% 0 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 loaded; 2024Q4: 426 shares; 2025Q1: 454 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 404 shares 404 $173K 0.06% 0 Timeline DFUV 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: not loaded; 2024Q4: 3,145 shares; 2025Q1: 3,212 shares; 2025Q2: 3,267 shares; 2025Q3: 3,412 shares; 2025Q4: 3,657 shares 3,657 $170K 0.06% +245 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,315 shares; 2025Q1: 7,818 shares; 2025Q2: 8,090 shares; 2025Q3: 7,820 shares; 2025Q4: 7,572 shares 7,572 $169K 0.06% -248 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: not loaded; 2024Q4: 1,866 shares; 2025Q1: 1,866 shares; 2025Q2: 1,876 shares; 2025Q3: 1,884 shares; 2025Q4: 1,894 shares 1,894 $169K 0.06% +10 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $168K 0.06% 0 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 loaded; 2024Q4: 525 shares; 2025Q1: 551 shares; 2025Q2: 552 shares; 2025Q3: 553 shares; 2025Q4: 553 shares 553 $168K 0.06% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,277 shares; 2025Q1: 3,226 shares; 2025Q2: 3,237 shares; 2025Q3: 3,100 shares; 2025Q4: 3,111 shares 3,111 $168K 0.06% +11 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: not loaded; 2024Q4: 2,263 shares; 2025Q1: 2,705 shares; 2025Q2: 2,685 shares; 2025Q3: 3,033 shares; 2025Q4: 2,900 shares 2,900 $166K 0.06% -133 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: not loaded; 2024Q4: 1,230 shares; 2025Q1: 1,359 shares; 2025Q2: 1,459 shares; 2025Q3: 784 shares; 2025Q4: 774 shares 774 $166K 0.06% -10 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,863 shares; 2025Q1: 3,280 shares; 2025Q2: 3,280 shares; 2025Q3: 2,980 shares; 2025Q4: 2,980 shares 2,980 $164K 0.06% 0 Timeline SCHV 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 loaded; 2024Q4: 6,096 shares; 2025Q1: 6,750 shares; 2025Q2: 5,004 shares; 2025Q3: 5,842 shares; 2025Q4: 5,527 shares 5,527 $164K 0.05% -315 Timeline SCIO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,850 shares; 2025Q3: 5,850 shares; 2025Q4: 7,850 shares 7,850 $163K 0.05% +2,000 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,112 shares; 2025Q1: 1,183 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,183 shares 1,183 $163K 0.05% 0 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: not loaded; 2024Q4: 5,750 shares; 2025Q1: 6,450 shares; 2025Q2: 6,450 shares; 2025Q3: 6,450 shares; 2025Q4: 6,450 shares 6,450 $162K 0.05% 0 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,147 shares; 2025Q1: 3,147 shares; 2025Q2: 3,150 shares; 2025Q3: 3,208 shares; 2025Q4: 3,284 shares 3,284 $160K 0.05% +76 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 loaded; 2024Q4: 5,157 shares; 2025Q1: 5,157 shares; 2025Q2: 3,770 shares; 2025Q3: 3,770 shares; 2025Q4: 4,810 shares 4,810 $159K 0.05% +1,040 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 3,000 shares 3,000 $156K 0.05% +2,800 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 273 shares 273 $156K 0.05% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 311 shares; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 347 shares; 2025Q4: 348 shares 348 $155K 0.05% +1 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 loaded; 2024Q4: 1,825 shares; 2025Q1: 1,825 shares; 2025Q2: 1,646 shares; 2025Q3: 1,647 shares; 2025Q4: 1,628 shares 1,628 $153K 0.05% -19 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,091 shares; 2025Q1: 1,091 shares; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,091 shares 1,091 $152K 0.05% 0 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,653 shares; 2025Q1: 26,494 shares; 2025Q2: 26,494 shares; 2025Q3: 25,463 shares; 2025Q4: 13,435 shares 13,435 $151K 0.05% -12,028 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: not loaded; 2024Q4: 1,495 shares; 2025Q1: 1,540 shares; 2025Q2: 1,508 shares; 2025Q3: 1,466 shares; 2025Q4: 1,376 shares 1,376 $151K 0.05% -90 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $151K 0.05% 0 Timeline NEAR 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 loaded; 2024Q4: 3,464 shares; 2025Q1: 3,271 shares; 2025Q2: 3,082 shares; 2025Q3: 2,964 shares; 2025Q4: 2,913 shares 2,913 $149K 0.05% -51 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,703 shares; 2025Q1: 1,703 shares; 2025Q2: 1,703 shares; 2025Q3: 1,703 shares; 2025Q4: 1,703 shares 1,703 $149K 0.05% 0 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: not loaded; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 4,525 shares; 2025Q3: 4,525 shares; 2025Q4: 4,525 shares 4,525 $148K 0.05% 0 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,168 shares; 2025Q3: 16,372 shares; 2025Q4: 16,372 shares 16,372 $148K 0.05% 0 Timeline DUHP 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: not loaded; 2024Q4: 4,521 shares; 2025Q1: 4,104 shares; 2025Q2: 3,983 shares; 2025Q3: 3,985 shares; 2025Q4: 3,875 shares 3,875 $147K 0.05% -110 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: not loaded; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $145K 0.05% 0 Timeline DFSI 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: not loaded; 2024Q4: 3,438 shares; 2025Q1: 3,374 shares; 2025Q2: 3,392 shares; 2025Q3: 3,342 shares; 2025Q4: 3,385 shares 3,385 $145K 0.05% +43 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: not loaded; 2024Q4: 221 shares; 2025Q1: 250 shares; 2025Q2: 270 shares; 2025Q3: 292 shares; 2025Q4: 298 shares 298 $144K 0.05% +6 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,197 shares; 2025Q1: 2,381 shares; 2025Q2: 2,383 shares; 2025Q3: 2,385 shares; 2025Q4: 2,127 shares 2,127 $143K 0.05% -258 Timeline SPHB 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 loaded; 2024Q4: 1,566 shares; 2025Q1: 1,184 shares; 2025Q2: 1,209 shares; 2025Q3: 1,209 shares; 2025Q4: 1,216 shares 1,216 $142K 0.05% +7 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: not loaded; 2024Q4: 837 shares; 2025Q1: 1,418 shares; 2025Q2: 1,011 shares; 2025Q3: 665 shares; 2025Q4: 906 shares 906 $141K 0.05% +241 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 576 shares; 2025Q1: 576 shares; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 852 shares 852 $139K 0.05% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,835 shares; 2025Q1: 2,955 shares; 2025Q2: 2,955 shares; 2025Q3: 2,755 shares; 2025Q4: 2,628 shares 2,628 $138K 0.05% -127 Timeline GNR 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: not loaded; 2024Q4: 2,755 shares; 2025Q1: 2,755 shares; 2025Q2: 2,339 shares; 2025Q3: 2,356 shares; 2025Q4: 2,223 shares 2,223 $138K 0.05% -133 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,258 shares; 2025Q1: 1,258 shares; 2025Q2: 1,258 shares; 2025Q3: 1,258 shares; 2025Q4: 1,566 shares 1,566 $137K 0.05% +308 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: not loaded; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares 1,420 $137K 0.05% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 943 shares; 2025Q3: 994 shares; 2025Q4: 1,044 shares 1,044 $136K 0.05% +50 Timeline JPUS 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 loaded; 2024Q4: not reported; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $136K 0.05% 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: not loaded; 2024Q4: 1,893 shares; 2025Q1: 2,523 shares; 2025Q2: 2,539 shares; 2025Q3: 2,538 shares; 2025Q4: 2,552 shares 2,552 $136K 0.05% +14 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 loaded; 2024Q4: 765 shares; 2025Q1: 1,046 shares; 2025Q2: 997 shares; 2025Q3: 999 shares; 2025Q4: 999 shares 999 $135K 0.05% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 850 shares; 2025Q1: 3,923 shares; 2025Q2: 3,923 shares; 2025Q3: 3,923 shares; 2025Q4: 3,844 shares 3,844 $135K 0.05% -79 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 loaded; 2024Q4: 516 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 728 shares; 2025Q4: 728 shares 728 $134K 0.05% 0 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,886 shares 8,886 $133K 0.04% new Timeline DFUS 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: not loaded; 2024Q4: 2,151 shares; 2025Q1: 1,920 shares; 2025Q2: 1,856 shares; 2025Q3: 1,858 shares; 2025Q4: 1,794 shares 1,794 $133K 0.04% -64 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: not loaded; 2024Q4: 3,076 shares; 2025Q1: 3,076 shares; 2025Q2: 3,078 shares; 2025Q3: 2,901 shares; 2025Q4: 1,802 shares 1,802 $132K 0.04% -1,099 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: not loaded; 2024Q4: 2,275 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,275 shares; 2025Q4: 2,275 shares 2,275 $132K 0.04% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 940 shares; 2025Q1: 1,062 shares; 2025Q2: 1,066 shares; 2025Q3: 1,070 shares; 2025Q4: 1,073 shares 1,073 $132K 0.04% +3 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 loaded; 2024Q4: 1,212 shares; 2025Q1: 1,615 shares; 2025Q2: 1,615 shares; 2025Q3: 1,602 shares; 2025Q4: 1,602 shares 1,602 $131K 0.04% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 850 shares; 2025Q3: 1,050 shares; 2025Q4: 850 shares 850 $130K 0.04% -200 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 128 shares; 2025Q1: 127 shares; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 527 shares 527 $130K 0.04% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,328 shares; 2025Q1: 3,553 shares; 2025Q2: 3,740 shares; 2025Q3: 4,118 shares; 2025Q4: 4,195 shares 4,195 $130K 0.04% +77 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: not loaded; 2024Q4: 649 shares; 2025Q1: 650 shares; 2025Q2: 652 shares; 2025Q3: 653 shares; 2025Q4: 653 shares 653 $130K 0.04% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,164 shares; 2025Q1: 1,264 shares; 2025Q2: 1,264 shares; 2025Q3: 1,264 shares; 2025Q4: 1,264 shares 1,264 $128K 0.04% 0 Timeline FV 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 loaded; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,012 shares 2,012 $127K 0.04% +12 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: not loaded; 2024Q4: 2,872 shares; 2025Q1: 2,674 shares; 2025Q2: 2,385 shares; 2025Q3: 1,520 shares; 2025Q4: 1,449 shares 1,449 $126K 0.04% -71 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,389 shares; 2025Q3: 1,389 shares; 2025Q4: 1,389 shares 1,389 $126K 0.04% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57 shares; 2025Q1: 3,057 shares; 2025Q2: 3,058 shares; 2025Q3: 2,459 shares; 2025Q4: 2,460 shares 2,460 $125K 0.04% +1 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,632 shares; 2025Q1: 1,769 shares; 2025Q2: 1,766 shares; 2025Q3: 1,484 shares; 2025Q4: 2,905 shares 2,905 $124K 0.04% +1,421 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 loaded; 2024Q4: 1,979 shares; 2025Q1: 2,069 shares; 2025Q2: 2,085 shares; 2025Q3: 2,183 shares; 2025Q4: 2,200 shares 2,200 $124K 0.04% +17 Timeline LMBS 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 loaded; 2024Q4: 1,555 shares; 2025Q1: 2,655 shares; 2025Q2: 2,540 shares; 2025Q3: 2,475 shares; 2025Q4: 2,475 shares 2,475 $124K 0.04% 0 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: not loaded; 2024Q4: 533 shares; 2025Q1: 533 shares; 2025Q2: 433 shares; 2025Q3: 183 shares; 2025Q4: 201 shares 201 $123K 0.04% +18 Timeline GQQQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,117 shares; 2025Q1: 4,117 shares; 2025Q2: 4,117 shares; 2025Q3: 4,117 shares; 2025Q4: 4,117 shares 4,117 $123K 0.04% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 197 shares; 2025Q1: 308 shares; 2025Q2: 310 shares; 2025Q3: 259 shares; 2025Q4: 269 shares 269 $122K 0.04% +10 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: not loaded; 2024Q4: 4,938 shares; 2025Q1: 4,940 shares; 2025Q2: 4,892 shares; 2025Q3: 4,892 shares; 2025Q4: 4,892 shares 4,892 $122K 0.04% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 361 shares; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 361 shares; 2025Q4: 361 shares 361 $122K 0.04% 0 Timeline GRPM 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 loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $120K 0.04% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 828 shares; 2025Q1: 860 shares; 2025Q2: 866 shares; 2025Q3: 867 shares; 2025Q4: 867 shares 867 $120K 0.04% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $118K 0.04% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,215 shares; 2025Q1: 2,323 shares; 2025Q2: 2,323 shares; 2025Q3: 2,179 shares; 2025Q4: 2,461 shares 2,461 $118K 0.04% +282 Timeline UHT UNIVERSAL HEALTH RLTY INCOME More: the full row for UNIVERSAL HEALTH RLTY INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,988 shares; 2025Q1: 2,988 shares; 2025Q2: 2,988 shares; 2025Q3: 2,988 shares; 2025Q4: 2,988 shares 2,988 $117K 0.04% 0 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,131 shares; 2025Q1: 3,145 shares; 2025Q2: 3,156 shares; 2025Q3: 3,070 shares; 2025Q4: 3,083 shares 3,083 $117K 0.04% +13 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 584 shares 584 $117K 0.04% +16 Timeline USPX 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 loaded; 2024Q4: 1,945 shares; 2025Q1: 1,945 shares; 2025Q2: 1,945 shares; 2025Q3: 1,945 shares; 2025Q4: 1,945 shares 1,945 $116K 0.04% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 225 shares; 2025Q1: 282 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 243 shares 243 $113K 0.04% -25 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,198 shares; 2025Q1: 2,419 shares; 2025Q2: 2,122 shares; 2025Q3: 2,100 shares; 2025Q4: 2,136 shares 2,136 $112K 0.04% +36 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,167 shares; 2025Q1: 1,175 shares; 2025Q2: 1,088 shares; 2025Q3: 1,147 shares; 2025Q4: 966 shares 966 $111K 0.04% -181 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 loaded; 2024Q4: 183 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 211 shares 211 $111K 0.04% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,062 shares; 2025Q1: 3,284 shares; 2025Q2: 2,823 shares; 2025Q3: 2,721 shares; 2025Q4: 2,050 shares 2,050 $110K 0.04% -671 Timeline DFNM 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: not loaded; 2024Q4: 2,550 shares; 2025Q1: 2,769 shares; 2025Q2: 2,628 shares; 2025Q3: 2,420 shares; 2025Q4: 2,283 shares 2,283 $110K 0.04% -137 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,628 shares; 2025Q1: 1,500 shares; 2025Q2: 4,169 shares; 2025Q3: 4,169 shares; 2025Q4: 4,169 shares 4,169 $109K 0.04% 0 Timeline FLQL 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 loaded; 2024Q4: 1,611 shares; 2025Q1: 1,561 shares; 2025Q2: 1,561 shares; 2025Q3: 1,561 shares; 2025Q4: 1,561 shares 1,561 $108K 0.04% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,460 shares; 2025Q4: 1,460 shares 1,460 $108K 0.04% 0 Timeline PKW 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 loaded; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $107K 0.04% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,987 shares; 2025Q1: 1,413 shares; 2025Q2: 1,182 shares; 2025Q3: 1,183 shares; 2025Q4: 942 shares 942 $107K 0.04% -241 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: not loaded; 2024Q4: 148 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 305 shares 305 $107K 0.04% +150 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,463 shares; 2025Q1: 2,413 shares; 2025Q2: 2,413 shares; 2025Q3: 2,413 shares; 2025Q4: 2,413 shares 2,413 $107K 0.04% 0 Timeline IJJ 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 loaded; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 811 shares 811 $107K 0.04% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares 825 $106K 0.04% 0 Timeline CPLS AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,883 shares; 2025Q2: 2,918 shares; 2025Q3: 2,950 shares; 2025Q4: 2,982 shares 2,982 $106K 0.04% +32 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 7,375 shares; 2025Q3: 7,375 shares; 2025Q4: 7,375 shares 7,375 $106K 0.04% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 750 shares; 2025Q4: 730 shares 730 $105K 0.04% -20 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400 $105K 0.04% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 145 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 182 shares; 2025Q4: 182 shares 182 $103K 0.03% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,262 shares; 2025Q1: 2,359 shares; 2025Q2: 2,184 shares; 2025Q3: 2,203 shares; 2025Q4: 2,159 shares 2,159 $101K 0.03% -44 Timeline FLDR 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 loaded; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $100K 0.03% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,154 shares; 2025Q1: 4,156 shares; 2025Q2: 4,158 shares; 2025Q3: 4,159 shares; 2025Q4: 4,835 shares 4,835 $99.8K 0.03% +676 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,219 shares; 2025Q1: 1,638 shares; 2025Q2: 2,069 shares; 2025Q3: 2,137 shares; 2025Q4: 2,420 shares 2,420 $99.8K 0.03% +283 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,966 shares; 2025Q1: 1,981 shares; 2025Q2: 1,908 shares; 2025Q3: 1,924 shares; 2025Q4: 1,941 shares 1,941 $99.2K 0.03% +17 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 959 shares; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 1,033 shares 1,033 $99.2K 0.03% -9 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: not loaded; 2024Q4: 689 shares; 2025Q1: 839 shares; 2025Q2: 987 shares; 2025Q3: 1,222 shares; 2025Q4: 1,174 shares 1,174 $98.8K 0.03% -48 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 loaded; 2024Q4: 107 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 129 shares; 2025Q4: 635 shares 635 $97.3K 0.03% +506 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,787 shares; 2025Q1: 4,116 shares; 2025Q2: 4,537 shares; 2025Q3: 4,641 shares; 2025Q4: 5,438 shares 5,438 $96.3K 0.03% +797 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,464 shares; 2025Q1: 2,458 shares; 2025Q2: 5,508 shares; 2025Q3: 4,854 shares; 2025Q4: 3,222 shares 3,222 $93.6K 0.03% -1,632 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,802 shares; 2025Q3: 5,672 shares; 2025Q4: 5,672 shares 5,672 $93.5K 0.03% 0 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: not loaded; 2024Q4: 300 shares; 2025Q1: 299 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 304 shares 304 $91.8K 0.03% +3 Timeline SJNK 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 loaded; 2024Q4: 3,575 shares; 2025Q1: 3,577 shares; 2025Q2: 3,582 shares; 2025Q3: 3,585 shares; 2025Q4: 3,590 shares 3,590 $90.9K 0.03% +5 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 353 shares 353 $90.8K 0.03% 0 Timeline UDIV 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 loaded; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $90.4K 0.03% 0 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: not loaded; 2024Q4: 1,138 shares; 2025Q1: 918 shares; 2025Q2: 912 shares; 2025Q3: 1,063 shares; 2025Q4: 1,114 shares 1,114 $89.6K 0.03% +51 Timeline IXN 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 loaded; 2024Q4: 752 shares; 2025Q1: 752 shares; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 853 shares 853 $89.5K 0.03% +1 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares 1,005 $87.6K 0.03% 0 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,962 shares; 2025Q1: 1,951 shares; 2025Q2: 1,979 shares; 2025Q3: 1,928 shares; 2025Q4: 1,945 shares 1,945 $87.6K 0.03% +17 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 734 shares; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 873 shares; 2025Q4: 951 shares 951 $87K 0.03% +78 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $86.9K 0.03% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares 510 $86.1K 0.03% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 524 shares 524 $85.5K 0.03% 0 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: not loaded; 2024Q4: 564 shares; 2025Q1: 569 shares; 2025Q2: 559 shares; 2025Q3: 569 shares; 2025Q4: 585 shares 585 $83.9K 0.03% +16 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 424 shares; 2025Q1: 659 shares; 2025Q2: 755 shares; 2025Q3: 841 shares; 2025Q4: 591 shares 591 $83.4K 0.03% -250 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 26 shares; 2025Q3: 27 shares; 2025Q4: 827 shares 827 $83K 0.03% +800 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 489 shares; 2025Q1: 803 shares; 2025Q2: 804 shares; 2025Q3: 793 shares; 2025Q4: 867 shares 867 $82.7K 0.03% +74 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 102 shares; 2025Q4: 102 shares 102 $82.6K 0.03% 0 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: not loaded; 2024Q4: 658 shares; 2025Q1: 551 shares; 2025Q2: 494 shares; 2025Q3: 355 shares; 2025Q4: 685 shares 685 $82K 0.03% +330 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,420 shares; 2025Q4: 1,440 shares 1,440 $81.5K 0.03% +20 Timeline STIP 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 loaded; 2024Q4: 461 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 788 shares 788 $80.7K 0.03% +320 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,393 shares; 2025Q1: 1,393 shares; 2025Q2: 1,393 shares; 2025Q3: 1,393 shares; 2025Q4: 1,393 shares 1,393 $80.4K 0.03% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 81 shares; 2025Q4: 75 shares 75 $80.2K 0.03% -6 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,205 shares; 2025Q1: 1,330 shares; 2025Q2: 1,330 shares; 2025Q3: 1,330 shares; 2025Q4: 1,330 shares 1,330 $79.9K 0.03% 0 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $79.5K 0.03% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 268 shares; 2025Q1: 334 shares; 2025Q2: 256 shares; 2025Q3: 253 shares; 2025Q4: 253 shares 253 $79.1K 0.03% 0 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,703 shares; 2025Q1: 1,746 shares; 2025Q2: 1,833 shares; 2025Q3: 1,841 shares; 2025Q4: 1,758 shares 1,758 $78.5K 0.03% -83 Timeline IYK 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 loaded; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares 1,170 $78.3K 0.03% 0 Timeline IXG 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 loaded; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 644 shares 644 $77.8K 0.03% 0 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 896 shares; 2025Q4: 896 shares 896 $77.2K 0.03% 0 Timeline DFAS 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: not loaded; 2024Q4: 1,359 shares; 2025Q1: 1,174 shares; 2025Q2: 1,127 shares; 2025Q3: 1,211 shares; 2025Q4: 1,107 shares 1,107 $77.1K 0.03% -104 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: not loaded; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 1,151 shares; 2025Q3: 1,186 shares; 2025Q4: 1,528 shares 1,528 $76.9K 0.03% +342 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 407 shares; 2025Q1: 758 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 766 shares 766 $76.5K 0.03% +1 Timeline DFSU 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: not loaded; 2024Q4: 1,761 shares; 2025Q1: 1,761 shares; 2025Q2: 1,761 shares; 2025Q3: 1,761 shares; 2025Q4: 1,761 shares 1,761 $76.5K 0.03% 0 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: not loaded; 2024Q4: 166 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares 245 $76.1K 0.03% 0 Timeline RWR 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 loaded; 2024Q4: 723 shares; 2025Q1: 790 shares; 2025Q2: 731 shares; 2025Q3: 762 shares; 2025Q4: 774 shares 774 $76K 0.03% +12 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 485 shares; 2025Q3: 469 shares; 2025Q4: 467 shares 467 $76K 0.03% -2 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,145 shares 1,145 $75.5K 0.03% +20 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: not loaded; 2024Q4: 940 shares; 2025Q1: 924 shares; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: 953 shares 953 $75.1K 0.03% +36 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 268 shares; 2025Q1: 484 shares; 2025Q2: 484 shares; 2025Q3: 484 shares; 2025Q4: 484 shares 484 $73.2K 0.02% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 342 shares; 2025Q1: 342 shares; 2025Q2: 342 shares; 2025Q3: 342 shares; 2025Q4: 342 shares 342 $72.2K 0.02% 0 Timeline AIRI AIR INDS GROUP More: the full row for AIR INDS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,944 shares; 2025Q1: 23,486 shares; 2025Q2: 23,486 shares; 2025Q3: 23,486 shares; 2025Q4: 23,486 shares 23,486 $72.1K 0.02% 0 Timeline DISV 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: not loaded; 2024Q4: 2,178 shares; 2025Q1: 2,048 shares; 2025Q2: 2,286 shares; 2025Q3: 2,368 shares; 2025Q4: 1,888 shares 1,888 $71.7K 0.02% -480 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: not loaded; 2024Q4: 1,356 shares; 2025Q1: 1,202 shares; 2025Q2: 1,194 shares; 2025Q3: 916 shares; 2025Q4: 918 shares 918 $71.3K 0.02% +2 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: not loaded; 2024Q4: 750 shares; 2025Q1: 896 shares; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 875 shares 875 $70.9K 0.02% +12 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 882 shares; 2025Q1: 928 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 1,021 shares 1,021 $70.9K 0.02% +171 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,484 shares; 2025Q1: 3,502 shares; 2025Q2: 3,331 shares; 2025Q3: 3,098 shares; 2025Q4: 3,076 shares 3,076 $70.8K 0.02% -22 Timeline FNLC FIRST BANCORP INC ME More: the full row for FIRST BANCORP INC ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,275 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 2,675 shares; 2025Q4: 2,675 shares 2,675 $70.7K 0.02% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,597 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $70.6K 0.02% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 535 shares; 2025Q1: 610 shares; 2025Q2: 476 shares; 2025Q3: 476 shares; 2025Q4: 476 shares 476 $69.8K 0.02% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 402 shares; 2025Q1: 336 shares; 2025Q2: 280 shares; 2025Q3: 361 shares; 2025Q4: 853 shares 853 $69.2K 0.02% +492 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 157 shares; 2025Q3: 155 shares; 2025Q4: 344 shares 344 $69.1K 0.02% +189 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 163 shares; 2025Q4: 267 shares 267 $69.1K 0.02% +104 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 445 shares; 2025Q1: 749 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 668 shares 668 $68.8K 0.02% -55 Timeline FTDS 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 loaded; 2024Q4: 1,403 shares; 2025Q1: 1,155 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,209 shares 1,209 $68.3K 0.02% +54 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares 181 $67.6K 0.02% 0 Timeline SLQD 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 loaded; 2024Q4: 1,230 shares; 2025Q1: 1,240 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,327 shares 1,327 $67.3K 0.02% +77 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: not loaded; 2024Q4: 1,070 shares; 2025Q1: 943 shares; 2025Q2: 931 shares; 2025Q3: 568 shares; 2025Q4: 568 shares 568 $66.9K 0.02% 0 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 loaded; 2024Q4: 1,352 shares; 2025Q1: 1,445 shares; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares 1,445 $66.5K 0.02% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares 295 $66.3K 0.02% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,365 shares; 2025Q3: 2,365 shares; 2025Q4: 2,365 shares 2,365 $66.2K 0.02% 0 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $66K 0.02% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares 640 $65.3K 0.02% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,346 shares; 2025Q1: 1,346 shares; 2025Q2: 1,346 shares; 2025Q3: 1,346 shares; 2025Q4: 1,346 shares 1,346 $64.8K 0.02% 0 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 317 shares; 2025Q1: 452 shares; 2025Q2: 702 shares; 2025Q3: 1,184 shares; 2025Q4: 1,816 shares 1,816 $64.7K 0.02% +632 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 411 shares; 2025Q4: 607 shares 607 $64.6K 0.02% +196 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares 97 $64.3K 0.02% 0 Timeline CEF 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 loaded; 2024Q4: 444 shares; 2025Q1: 484 shares; 2025Q2: 1,709 shares; 2025Q3: 1,717 shares; 2025Q4: 1,391 shares 1,391 $63.7K 0.02% -326 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,900 shares; 2025Q1: 1,940 shares; 2025Q2: 1,990 shares; 2025Q3: 1,548 shares; 2025Q4: 1,548 shares 1,548 $63.7K 0.02% 0 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 loaded; 2024Q4: 573 shares; 2025Q1: 573 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 573 shares 573 $63.2K 0.02% 0 Timeline VYMI 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: not loaded; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $63K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 669 shares; 2025Q3: 669 shares; 2025Q4: 669 shares 669 $62.4K 0.02% 0 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: not loaded; 2024Q4: 611 shares; 2025Q1: 611 shares; 2025Q2: 886 shares; 2025Q3: 808 shares; 2025Q4: 1,154 shares 1,154 $62.1K 0.02% +346 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 971 shares; 2025Q3: 971 shares; 2025Q4: 971 shares 971 $61.1K 0.02% 0 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 loaded; 2024Q4: 33 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 157 shares; 2025Q4: 157 shares 157 $61.1K 0.02% 0 Timeline VWOB 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: not loaded; 2024Q4: 894 shares; 2025Q1: 894 shares; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: 906 shares 906 $61.1K 0.02% +12 Timeline DFCF 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: not loaded; 2024Q4: 1,671 shares; 2025Q1: 1,710 shares; 2025Q2: 1,660 shares; 2025Q3: 1,421 shares; 2025Q4: 1,422 shares 1,422 $60.5K 0.02% +1 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 loaded; 2024Q4: 429 shares; 2025Q1: 432 shares; 2025Q2: 435 shares; 2025Q3: 465 shares; 2025Q4: 468 shares 468 $60.4K 0.02% +3 Timeline IGHG 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 loaded; 2024Q4: 1,948 shares; 2025Q1: 1,964 shares; 2025Q2: 1,991 shares; 2025Q3: 2,017 shares; 2025Q4: 759 shares 759 $59.5K 0.02% -1,258 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,217 shares; 2025Q1: 1,194 shares; 2025Q2: 1,195 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares 1,201 $59.4K 0.02% 0 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: not loaded; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 416 shares 416 $58.7K 0.02% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,159 shares; 2025Q4: 734 shares 734 $58.3K 0.02% -425 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 loaded; 2024Q4: 2,052 shares; 2025Q1: 2,777 shares; 2025Q2: 750 shares; 2025Q3: 3,750 shares; 2025Q4: 7,750 shares 7,750 $58.3K 0.02% +4,000 Timeline PID 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 loaded; 2024Q4: 3,047 shares; 2025Q1: 3,047 shares; 2025Q2: 3,047 shares; 2025Q3: 2,647 shares; 2025Q4: 2,647 shares 2,647 $58.2K 0.02% 0 Timeline VIOO 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 loaded; 2024Q4: 746 shares; 2025Q1: 1,043 shares; 2025Q2: 950 shares; 2025Q3: 888 shares; 2025Q4: 519 shares 519 $57.8K 0.02% -369 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 577 shares; 2025Q1: 788 shares; 2025Q2: 793 shares; 2025Q3: 648 shares; 2025Q4: 652 shares 652 $57.6K 0.02% +4 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: not loaded; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares 420 $57.5K 0.02% 0 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 loaded; 2024Q4: 281 shares; 2025Q1: 269 shares; 2025Q2: 259 shares; 2025Q3: 254 shares; 2025Q4: 254 shares 254 $57.4K 0.02% 0 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 967 shares; 2025Q3: 967 shares; 2025Q4: 967 shares 967 $56.8K 0.02% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 308 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 263 shares; 2025Q4: 258 shares 258 $56.6K 0.02% -5 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,033 shares; 2025Q1: 6,833 shares; 2025Q2: 6,833 shares; 2025Q3: 5,109 shares; 2025Q4: 5,659 shares 5,659 $56.4K 0.02% +550 Timeline AOK 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 loaded; 2024Q4: 1,386 shares; 2025Q1: 1,386 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 1,386 shares 1,386 $55.6K 0.02% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 648 shares; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 648 shares 648 $55.6K 0.02% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 524 shares 524 $54.6K 0.02% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $54.5K 0.02% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 704 shares; 2025Q4: 704 shares 704 $54.5K 0.02% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 667 shares; 2025Q1: 710 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 679 shares 679 $53.6K 0.02% 0 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: not loaded; 2024Q4: 11,755 shares; 2025Q1: 16,755 shares; 2025Q2: 12,755 shares; 2025Q3: 12,705 shares; 2025Q4: 1,855 shares 1,855 $53.5K 0.02% -10,850 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: not loaded; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 327 shares 327 $53.4K 0.02% 0 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 loaded; 2024Q4: 2,467 shares; 2025Q1: 1,855 shares; 2025Q2: 1,460 shares; 2025Q3: 1,197 shares; 2025Q4: 1,204 shares 1,204 $53.4K 0.02% +7 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 loaded; 2024Q4: 753 shares; 2025Q1: 1,125 shares; 2025Q2: 927 shares; 2025Q3: 696 shares; 2025Q4: 653 shares 653 $53.1K 0.02% -43 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,210 shares; 2025Q1: 1,214 shares; 2025Q2: 1,220 shares; 2025Q3: 925 shares; 2025Q4: 715 shares 715 $53.1K 0.02% -210 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,258 shares; 2025Q1: 1,333 shares; 2025Q2: 1,323 shares; 2025Q3: 1,389 shares; 2025Q4: 1,620 shares 1,620 $53K 0.02% +231 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 125 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 258 shares 258 $52.9K 0.02% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 618 shares; 2025Q1: 618 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 633 shares 633 $51.9K 0.02% +47 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 loaded; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,636 shares; 2025Q4: 1,347 shares 1,347 $51.7K 0.02% -289 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares 590 $51.4K 0.02% 0 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: not loaded; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 1,158 shares; 2025Q3: 1,171 shares; 2025Q4: 1,185 shares 1,185 $51.3K 0.02% +14 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $50.3K 0.02% 0 Timeline SCYB 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 loaded; 2024Q4: 5,623 shares; 2025Q1: 4,165 shares; 2025Q2: 3,414 shares; 2025Q3: 3,046 shares; 2025Q4: 1,888 shares 1,888 $49.9K 0.02% -1,158 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 loaded; 2024Q4: 396 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 736 shares; 2025Q4: 736 shares 736 $49.3K 0.02% 0 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 loaded; 2024Q4: 283 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 257 shares; 2025Q4: 275 shares 275 $48.8K 0.02% +18 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $48.8K 0.02% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $48.6K 0.02% 0 Timeline MSB MESABI TR More: the full row for MESABI TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares 1,240 $47.8K 0.02% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,317 shares; 2025Q1: 1,735 shares; 2025Q2: 1,735 shares; 2025Q3: 1,735 shares; 2025Q4: 1,735 shares 1,735 $47.7K 0.02% 0 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 loaded; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares 275 $47.4K 0.02% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares 253 $46.9K 0.02% 0 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 622 shares; 2025Q4: 622 shares 622 $46.8K 0.02% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares 358 $46.1K 0.02% 0 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 loaded; 2024Q4: 75 shares; 2025Q1: 600 shares; 2025Q2: 664 shares; 2025Q3: 724 shares; 2025Q4: 922 shares 922 $45.8K 0.02% +198 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 825 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,087 shares 1,087 $43.7K 0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 293 shares; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 293 shares 293 $43.7K 0.01% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 1,750 shares; 2025Q4: 2,050 shares 2,050 $43K 0.01% +300 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 loaded; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares 430 $42.9K 0.01% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 427 shares; 2025Q4: 565 shares 565 $42.9K 0.01% +138 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 962 shares; 2025Q1: 964 shares; 2025Q2: 995 shares; 2025Q3: 1,056 shares; 2025Q4: 425 shares 425 $42.8K 0.01% -631 Timeline ROBT 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 loaded; 2024Q4: 1,060 shares; 2025Q1: 850 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares 825 $42.8K 0.01% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450 $42.3K 0.01% 0 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 976 shares 976 $41.9K 0.01% new 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 loaded; 2024Q4: 119 shares; 2025Q1: 169 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 206 shares 206 $41.8K 0.01% +100 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 585 shares; 2025Q1: 604 shares; 2025Q2: 607 shares; 2025Q3: 810 shares; 2025Q4: 421 shares 421 $41.8K 0.01% -389 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 170 shares; 2025Q1: 238 shares; 2025Q2: 248 shares; 2025Q3: 238 shares; 2025Q4: 238 shares 238 $41.8K 0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,407 shares; 2025Q1: 1,407 shares; 2025Q2: 407 shares; 2025Q3: 607 shares; 2025Q4: 597 shares 597 $41.4K 0.01% -10 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 519 shares 519 $41.4K 0.01% 0 Timeline