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: 795,452 shares; 2024Q4: 807,631 shares; 2025Q1: 812,640 shares; 2025Q2: 770,140 shares; 2025Q3: 759,603 shares; 2025Q4: 802,078 shares 802,078 $150M 5.27% +42,475 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: 362,097 shares; 2024Q4: 358,302 shares; 2025Q1: 391,532 shares; 2025Q2: 391,878 shares; 2025Q3: 401,795 shares; 2025Q4: 428,805 shares 428,805 $117M 4.1% +27,010 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: 157,951 shares; 2024Q4: 158,743 shares; 2025Q1: 158,298 shares; 2025Q2: 162,073 shares; 2025Q3: 163,944 shares; 2025Q4: 162,458 shares 162,458 $99.8M 3.51% -1,486 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: 314,705 shares; 2024Q4: 320,866 shares; 2025Q1: 325,661 shares; 2025Q2: 324,154 shares; 2025Q3: 332,479 shares; 2025Q4: 383,810 shares 383,810 $88.6M 3.12% +51,331 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: 171,052 shares; 2024Q4: 173,763 shares; 2025Q1: 161,314 shares; 2025Q2: 161,184 shares; 2025Q3: 164,157 shares; 2025Q4: 170,948 shares 170,948 $82.7M 2.91% +6,791 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: 708,291 shares; 2024Q4: 719,186 shares; 2025Q1: 716,768 shares; 2025Q2: 717,940 shares; 2025Q3: 686,920 shares; 2025Q4: 676,521 shares 676,521 $81.4M 2.87% -10,399 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: 143,319 shares; 2024Q4: 145,591 shares; 2025Q1: 148,860 shares; 2025Q2: 153,260 shares; 2025Q3: 157,592 shares; 2025Q4: 211,436 shares 211,436 $66.2M 2.33% +53,844 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: 83,019 shares; 2024Q4: 93,478 shares; 2025Q1: 94,910 shares; 2025Q2: 91,913 shares; 2025Q3: 92,091 shares; 2025Q4: 95,187 shares 95,187 $65M 2.29% +3,096 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: 197,560 shares; 2024Q4: 193,906 shares; 2025Q1: 193,804 shares; 2025Q2: 194,390 shares; 2025Q3: 195,698 shares; 2025Q4: 196,938 shares 196,938 $63.5M 2.23% +1,240 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: 65,335 shares; 2024Q4: 72,613 shares; 2025Q1: 76,426 shares; 2025Q2: 112,054 shares; 2025Q3: 125,543 shares; 2025Q4: 132,630 shares 132,630 $45.9M 1.62% +7,087 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: 26,895 shares; 2024Q4: 30,966 shares; 2025Q1: 32,520 shares; 2025Q2: 34,632 shares; 2025Q3: 31,468 shares; 2025Q4: 62,772 shares 62,772 $41.4M 1.46% +31,304 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: 72,058 shares; 2024Q4: 72,521 shares; 2025Q1: 73,476 shares; 2025Q2: 73,247 shares; 2025Q3: 69,366 shares; 2025Q4: 71,745 shares 71,745 $36.1M 1.27% +2,379 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: 55,585 shares; 2024Q4: 56,043 shares; 2025Q1: 57,990 shares; 2025Q2: 59,564 shares; 2025Q3: 69,112 shares; 2025Q4: 66,450 shares 66,450 $32.4M 1.14% -2,662 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: 29,600 shares; 2024Q4: 33,765 shares; 2025Q1: 33,676 shares; 2025Q2: 63,163 shares; 2025Q3: 62,233 shares; 2025Q4: 72,015 shares 72,015 $32.4M 1.14% +9,782 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: 92,550 shares; 2024Q4: 93,466 shares; 2025Q1: 96,835 shares; 2025Q2: 98,875 shares; 2025Q3: 102,814 shares; 2025Q4: 100,616 shares 100,616 $31.6M 1.11% -2,198 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: 47,221 shares; 2024Q4: 51,612 shares; 2025Q1: 48,346 shares; 2025Q2: 46,978 shares; 2025Q3: 46,168 shares; 2025Q4: 45,626 shares 45,626 $31.3M 1.1% -542 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,683 shares; 2025Q1: 14,203 shares; 2025Q2: 43,073 shares; 2025Q3: 243,512 shares; 2025Q4: 246,665 shares 246,665 $29.4M 1.04% +3,153 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: 45,416 shares; 2024Q4: 46,584 shares; 2025Q1: 48,680 shares; 2025Q2: 47,215 shares; 2025Q3: 63,697 shares; 2025Q4: 72,710 shares 72,710 $28.8M 1.01% +9,013 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: 236,476 shares; 2024Q4: 967,141 shares; 2025Q1: 896,325 shares; 2025Q2: 853,924 shares; 2025Q3: 827,665 shares; 2025Q4: 854,002 shares 854,002 $27.9M 0.98% +26,337 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: 108,236 shares; 2024Q4: 112,571 shares; 2025Q1: 117,064 shares; 2025Q2: 120,783 shares; 2025Q3: 126,131 shares; 2025Q4: 129,464 shares 129,464 $24.7M 0.87% +3,333 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: 22,715 shares; 2024Q4: 21,100 shares; 2025Q1: 22,913 shares; 2025Q2: 77,423 shares; 2025Q3: 122,507 shares; 2025Q4: 134,257 shares 134,257 $23.9M 0.84% +11,750 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 165,530 shares; 2025Q1: 218,024 shares; 2025Q2: 231,591 shares; 2025Q3: 232,178 shares; 2025Q4: 208,253 shares 208,253 $23.6M 0.83% -23,925 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,781 shares; 2024Q4: 126,351 shares; 2025Q1: 123,530 shares; 2025Q2: 122,837 shares; 2025Q3: 123,675 shares; 2025Q4: 137,081 shares 137,081 $22.1M 0.78% +13,406 Timeline SMTH 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 832,218 shares 832,218 $21.7M 0.76% new 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: 37,697 shares; 2024Q4: 37,398 shares; 2025Q1: 38,972 shares; 2025Q2: 41,388 shares; 2025Q3: 37,963 shares; 2025Q4: 36,278 shares 36,278 $20.8M 0.73% -1,685 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: 314,292 shares; 2024Q4: 358,846 shares; 2025Q1: 436,992 shares; 2025Q2: 461,911 shares; 2025Q3: 485,794 shares; 2025Q4: 272,061 shares 272,061 $20.2M 0.71% -213,733 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: 26,813 shares; 2024Q4: 25,857 shares; 2025Q1: 25,416 shares; 2025Q2: 27,033 shares; 2025Q3: 51,568 shares; 2025Q4: 65,974 shares 65,974 $20M 0.71% +14,406 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: 27,488 shares; 2024Q4: 27,428 shares; 2025Q1: 32,419 shares; 2025Q2: 32,559 shares; 2025Q3: 33,338 shares; 2025Q4: 34,013 shares 34,013 $19.3M 0.68% +675 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: 29,544 shares; 2024Q4: 29,212 shares; 2025Q1: 28,406 shares; 2025Q2: 29,710 shares; 2025Q3: 28,790 shares; 2025Q4: 29,791 shares 29,791 $18.7M 0.66% +1,001 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,204 shares; 2024Q4: 96,204 shares; 2025Q1: 106,543 shares; 2025Q2: 137,086 shares; 2025Q3: 137,087 shares; 2025Q4: 129,211 shares 129,211 $18.6M 0.65% -7,876 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: 144,449 shares; 2024Q4: 151,229 shares; 2025Q1: 160,074 shares; 2025Q2: 147,792 shares; 2025Q3: 153,872 shares; 2025Q4: 165,062 shares 165,062 $18.4M 0.65% +11,190 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: 30,887 shares; 2024Q4: 34,478 shares; 2025Q1: 41,767 shares; 2025Q2: 46,769 shares; 2025Q3: 52,161 shares; 2025Q4: 54,563 shares 54,563 $18.3M 0.64% +2,402 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: 74,878 shares; 2024Q4: 72,289 shares; 2025Q1: 77,819 shares; 2025Q2: 76,766 shares; 2025Q3: 75,648 shares; 2025Q4: 75,198 shares 75,198 $17.2M 0.6% -450 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: 18,889 shares; 2024Q4: 18,767 shares; 2025Q1: 18,063 shares; 2025Q2: 18,501 shares; 2025Q3: 18,268 shares; 2025Q4: 18,410 shares 18,410 $15.9M 0.56% +142 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: 52,233 shares; 2024Q4: 54,330 shares; 2025Q1: 58,117 shares; 2025Q2: 67,089 shares; 2025Q3: 70,654 shares; 2025Q4: 73,777 shares 73,777 $15.6M 0.55% +3,123 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: 57,936 shares; 2024Q4: 54,937 shares; 2025Q1: 54,068 shares; 2025Q2: 51,674 shares; 2025Q3: 52,074 shares; 2025Q4: 52,635 shares 52,635 $15.6M 0.55% +561 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: 70,026 shares; 2024Q4: 74,254 shares; 2025Q1: 100,191 shares; 2025Q2: 105,504 shares; 2025Q3: 110,666 shares; 2025Q4: 187,100 shares 187,100 $15M 0.53% +76,434 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: 9,039 shares; 2024Q4: 9,457 shares; 2025Q1: 9,773 shares; 2025Q2: 10,098 shares; 2025Q3: 11,133 shares; 2025Q4: 13,818 shares 13,818 $14.9M 0.52% +2,685 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,892 shares; 2024Q4: 252,256 shares; 2025Q1: 253,685 shares; 2025Q2: 251,319 shares; 2025Q3: 254,451 shares; 2025Q4: 253,390 shares 253,390 $14.4M 0.51% -1,061 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: 200,971 shares; 2024Q4: 203,885 shares; 2025Q1: 201,708 shares; 2025Q2: 209,359 shares; 2025Q3: 209,407 shares; 2025Q4: 211,713 shares 211,713 $14M 0.49% +2,306 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: 308,352 shares; 2024Q4: 589,383 shares; 2025Q1: 562,983 shares; 2025Q2: 558,332 shares; 2025Q3: 562,327 shares; 2025Q4: 576,948 shares 576,948 $13.9M 0.49% +14,621 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: 100,148 shares; 2024Q4: 93,684 shares; 2025Q1: 92,614 shares; 2025Q2: 89,832 shares; 2025Q3: 28,163 shares; 2025Q4: 62,803 shares 62,803 $13.4M 0.47% +34,640 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109,786 shares; 2025Q3: 278,581 shares; 2025Q4: 289,957 shares 289,957 $13.4M 0.47% +11,376 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,404 shares; 2024Q4: 354,095 shares; 2025Q1: 370,469 shares; 2025Q2: 367,042 shares; 2025Q3: 375,508 shares; 2025Q4: 384,142 shares 384,142 $13.2M 0.46% +8,634 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: 183,238 shares; 2024Q4: 185,834 shares; 2025Q1: 187,396 shares; 2025Q2: 188,978 shares; 2025Q3: 188,840 shares; 2025Q4: 188,793 shares 188,793 $13.1M 0.46% -47 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: 34,984 shares; 2024Q4: 34,010 shares; 2025Q1: 34,499 shares; 2025Q2: 35,400 shares; 2025Q3: 36,075 shares; 2025Q4: 36,716 shares 36,716 $12.6M 0.44% +641 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: 165,081 shares; 2024Q4: 516,820 shares; 2025Q1: 516,213 shares; 2025Q2: 483,046 shares; 2025Q3: 485,586 shares; 2025Q4: 467,241 shares 467,241 $12.3M 0.43% -18,345 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,219 shares; 2024Q4: 35,779 shares; 2025Q1: 47,462 shares; 2025Q2: 100,585 shares; 2025Q3: 128,703 shares; 2025Q4: 135,886 shares 135,886 $12.2M 0.43% +7,183 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: 75,047 shares; 2024Q4: 72,545 shares; 2025Q1: 76,955 shares; 2025Q2: 78,344 shares; 2025Q3: 78,813 shares; 2025Q4: 77,698 shares 77,698 $11.8M 0.42% -1,115 Timeline XSMO 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: 109,567 shares; 2024Q4: 106,237 shares; 2025Q1: 105,574 shares; 2025Q2: 110,849 shares; 2025Q3: 129,466 shares; 2025Q4: 164,108 shares 164,108 $11.8M 0.42% +34,642 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: 36,282 shares; 2024Q4: 41,478 shares; 2025Q1: 47,644 shares; 2025Q2: 47,562 shares; 2025Q3: 50,712 shares; 2025Q4: 60,482 shares 60,482 $11.8M 0.41% +9,770 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,685 shares; 2024Q4: 191,273 shares; 2025Q1: 192,590 shares; 2025Q2: 191,899 shares; 2025Q3: 191,002 shares; 2025Q4: 181,558 shares 181,558 $11.7M 0.41% -9,444 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,161 shares; 2024Q4: 9,214 shares; 2025Q1: 9,133 shares; 2025Q2: 8,889 shares; 2025Q3: 8,932 shares; 2025Q4: 9,578 shares 9,578 $11.6M 0.41% +646 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: 157,354 shares; 2024Q4: 168,523 shares; 2025Q1: 168,744 shares; 2025Q2: 136,155 shares; 2025Q3: 133,899 shares; 2025Q4: 132,723 shares 132,723 $11.4M 0.4% -1,176 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: 42,560 shares; 2024Q4: 42,741 shares; 2025Q1: 43,399 shares; 2025Q2: 43,575 shares; 2025Q3: 53,336 shares; 2025Q4: 52,902 shares 52,902 $10.9M 0.39% -434 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: 20,677 shares; 2024Q4: 21,863 shares; 2025Q1: 25,602 shares; 2025Q2: 25,918 shares; 2025Q3: 27,791 shares; 2025Q4: 30,762 shares 30,762 $10.8M 0.38% +2,971 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: 64,005 shares; 2024Q4: 58,722 shares; 2025Q1: 60,756 shares; 2025Q2: 59,057 shares; 2025Q3: 56,472 shares; 2025Q4: 55,696 shares 55,696 $10.2M 0.36% -776 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,283 shares; 2024Q4: 65,127 shares; 2025Q1: 65,634 shares; 2025Q2: 63,937 shares; 2025Q3: 63,165 shares; 2025Q4: 94,548 shares 94,548 $10.1M 0.36% +31,383 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: 11,639 shares; 2024Q4: 12,436 shares; 2025Q1: 12,507 shares; 2025Q2: 13,172 shares; 2025Q3: 15,911 shares; 2025Q4: 17,240 shares 17,240 $9.84M 0.35% +1,329 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,508 shares; 2024Q4: 143,210 shares; 2025Q1: 144,054 shares; 2025Q2: 144,554 shares; 2025Q3: 149,854 shares; 2025Q4: 150,004 shares 150,004 $9.74M 0.34% +150 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,406 shares; 2024Q4: 83,130 shares; 2025Q1: 78,711 shares; 2025Q2: 83,397 shares; 2025Q3: 86,606 shares; 2025Q4: 86,347 shares 86,347 $9.51M 0.33% -259 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 186,893 shares 186,893 $9.25M 0.33% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,713 shares; 2024Q4: 33,383 shares; 2025Q1: 33,503 shares; 2025Q2: 33,245 shares; 2025Q3: 32,268 shares; 2025Q4: 30,096 shares 30,096 $9.06M 0.32% -2,172 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,650 shares; 2024Q4: 67,137 shares; 2025Q1: 69,116 shares; 2025Q2: 64,181 shares; 2025Q3: 59,352 shares; 2025Q4: 39,289 shares 39,289 $9.03M 0.32% -20,063 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,442 shares; 2024Q4: 62,938 shares; 2025Q1: 64,220 shares; 2025Q2: 64,220 shares; 2025Q3: 64,220 shares; 2025Q4: 64,220 shares 64,220 $8.29M 0.29% 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: 58,152 shares; 2024Q4: 58,796 shares; 2025Q1: 60,755 shares; 2025Q2: 55,948 shares; 2025Q3: 55,242 shares; 2025Q4: 57,315 shares 57,315 $8.21M 0.29% +2,073 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: 6,515 shares; 2024Q4: 6,831 shares; 2025Q1: 6,938 shares; 2025Q2: 7,103 shares; 2025Q3: 7,649 shares; 2025Q4: 86,920 shares 86,920 $8.15M 0.29% +79,271 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,734 shares; 2024Q4: 149,001 shares; 2025Q1: 130,157 shares; 2025Q2: 146,845 shares; 2025Q3: 91,294 shares; 2025Q4: 160,770 shares 160,770 $8.11M 0.29% +69,476 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: 56,391 shares; 2024Q4: 54,017 shares; 2025Q1: 55,291 shares; 2025Q2: 56,186 shares; 2025Q3: 55,158 shares; 2025Q4: 56,182 shares 56,182 $8.06M 0.28% +1,024 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,513 shares; 2024Q4: 81,402 shares; 2025Q1: 82,789 shares; 2025Q2: 78,200 shares; 2025Q3: 84,723 shares; 2025Q4: 94,988 shares 94,988 $7.96M 0.28% +10,265 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: 11,008 shares; 2024Q4: 16,921 shares; 2025Q1: 20,070 shares; 2025Q2: 23,373 shares; 2025Q3: 24,584 shares; 2025Q4: 25,217 shares 25,217 $7.77M 0.27% +633 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: 87,601 shares; 2024Q4: 78,350 shares; 2025Q1: 70,393 shares; 2025Q2: 71,274 shares; 2025Q3: 73,486 shares; 2025Q4: 72,747 shares 72,747 $7.66M 0.27% -739 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134,594 shares; 2025Q4: 136,569 shares 136,569 $7.59M 0.27% +1,975 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,940 shares; 2024Q4: 13,263 shares; 2025Q1: 13,400 shares; 2025Q2: 16,013 shares; 2025Q3: 13,632 shares; 2025Q4: 16,180 shares 16,180 $7.58M 0.27% +2,548 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,567 shares; 2024Q4: 70,776 shares; 2025Q1: 70,045 shares; 2025Q2: 73,087 shares; 2025Q3: 80,890 shares; 2025Q4: 92,336 shares 92,336 $7.36M 0.26% +11,446 Timeline SCHJ 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: 146,296 shares; 2024Q4: 316,135 shares; 2025Q1: 363,181 shares; 2025Q2: 372,585 shares; 2025Q3: 395,852 shares; 2025Q4: 294,657 shares 294,657 $7.34M 0.26% -101,195 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: 81,133 shares; 2024Q4: 254,010 shares; 2025Q1: 250,409 shares; 2025Q2: 244,765 shares; 2025Q3: 238,525 shares; 2025Q4: 241,069 shares 241,069 $7.25M 0.26% +2,544 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: 67,843 shares; 2024Q4: 71,580 shares; 2025Q1: 72,671 shares; 2025Q2: 72,887 shares; 2025Q3: 76,111 shares; 2025Q4: 79,170 shares 79,170 $7.23M 0.25% +3,059 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 319,206 shares 319,206 $7.11M 0.25% new 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: 34,910 shares; 2024Q4: 34,865 shares; 2025Q1: 33,407 shares; 2025Q2: 31,769 shares; 2025Q3: 32,100 shares; 2025Q4: 31,986 shares 31,986 $7.03M 0.25% -114 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: 18,927 shares; 2024Q4: 19,006 shares; 2025Q1: 35,419 shares; 2025Q2: 36,412 shares; 2025Q3: 37,444 shares; 2025Q4: 29,575 shares 29,575 $6.84M 0.24% -7,869 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: 61,593 shares; 2024Q4: 62,957 shares; 2025Q1: 58,441 shares; 2025Q2: 57,040 shares; 2025Q3: 56,541 shares; 2025Q4: 56,097 shares 56,097 $6.74M 0.24% -444 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: 134,987 shares; 2024Q4: 134,258 shares; 2025Q1: 149,252 shares; 2025Q2: 165,696 shares; 2025Q3: 177,298 shares; 2025Q4: 146,604 shares 146,604 $6.66M 0.23% -30,694 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: 217,567 shares; 2024Q4: 383,958 shares; 2025Q1: 277,791 shares; 2025Q2: 248,163 shares; 2025Q3: 234,137 shares; 2025Q4: 232,178 shares 232,178 $6.61M 0.23% -1,959 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: 15,536 shares; 2024Q4: 30,552 shares; 2025Q1: 31,734 shares; 2025Q2: 32,588 shares; 2025Q3: 32,973 shares; 2025Q4: 35,485 shares 35,485 $6.54M 0.23% +2,512 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: 59,105 shares; 2024Q4: 60,693 shares; 2025Q1: 62,123 shares; 2025Q2: 63,443 shares; 2025Q3: 80,300 shares; 2025Q4: 100,226 shares 100,226 $6.26M 0.22% +19,926 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136,190 shares 136,190 $6.22M 0.22% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,137 shares; 2024Q4: 14,594 shares; 2025Q1: 14,431 shares; 2025Q2: 14,111 shares; 2025Q3: 16,190 shares; 2025Q4: 13,348 shares 13,348 $6.21M 0.22% -2,842 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,029 shares; 2025Q1: 39,249 shares; 2025Q2: 40,559 shares; 2025Q3: 39,600 shares; 2025Q4: 47,392 shares 47,392 $6.21M 0.22% +7,792 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,729 shares; 2024Q4: 25,134 shares; 2025Q1: 23,212 shares; 2025Q2: 23,739 shares; 2025Q3: 25,177 shares; 2025Q4: 23,109 shares 23,109 $6.12M 0.22% -2,068 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,460 shares; 2024Q4: 21,924 shares; 2025Q1: 21,855 shares; 2025Q2: 21,302 shares; 2025Q3: 14,521 shares; 2025Q4: 12,621 shares 12,621 $6.07M 0.21% -1,900 Timeline PWB 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: 51,208 shares; 2024Q4: 51,502 shares; 2025Q1: 51,063 shares; 2025Q2: 49,400 shares; 2025Q3: 49,299 shares; 2025Q4: 46,809 shares 46,809 $5.95M 0.21% -2,490 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,747 shares; 2024Q4: 109,285 shares; 2025Q1: 102,690 shares; 2025Q2: 100,088 shares; 2025Q3: 97,358 shares; 2025Q4: 98,285 shares 98,285 $5.94M 0.21% +927 Timeline VRP 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: 212,303 shares; 2024Q4: 228,498 shares; 2025Q1: 240,970 shares; 2025Q2: 226,054 shares; 2025Q3: 228,385 shares; 2025Q4: 239,539 shares 239,539 $5.83M 0.21% +11,154 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: 21,614 shares; 2024Q4: 21,938 shares; 2025Q1: 22,600 shares; 2025Q2: 20,764 shares; 2025Q3: 21,183 shares; 2025Q4: 20,809 shares 20,809 $5.81M 0.2% -374 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: 20,133 shares; 2024Q4: 19,616 shares; 2025Q1: 18,811 shares; 2025Q2: 18,780 shares; 2025Q3: 18,726 shares; 2025Q4: 22,948 shares 22,948 $5.8M 0.2% +4,222 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,091 shares; 2024Q4: 139,388 shares; 2025Q1: 147,437 shares; 2025Q2: 149,454 shares; 2025Q3: 149,785 shares; 2025Q4: 106,744 shares 106,744 $5.64M 0.2% -43,041 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 211,429 shares; 2025Q3: 247,001 shares; 2025Q4: 324,196 shares 324,196 $5.51M 0.19% +77,195 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: 14,984 shares; 2024Q4: 26,576 shares; 2025Q1: 33,079 shares; 2025Q2: 37,345 shares; 2025Q3: 39,415 shares; 2025Q4: 40,270 shares 40,270 $5.51M 0.19% +855 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: 224,406 shares; 2024Q4: 201,355 shares; 2025Q1: 177,850 shares; 2025Q2: 173,828 shares; 2025Q3: 182,021 shares; 2025Q4: 198,992 shares 198,992 $5.47M 0.19% +16,971 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: 17,548 shares; 2024Q4: 18,980 shares; 2025Q1: 19,233 shares; 2025Q2: 19,755 shares; 2025Q3: 21,949 shares; 2025Q4: 21,837 shares 21,837 $5.45M 0.19% -112 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: 999 shares; 2024Q4: 821 shares; 2025Q1: 991 shares; 2025Q2: 1,089 shares; 2025Q3: 2,660 shares; 2025Q4: 4,949 shares 4,949 $5.29M 0.19% +2,289 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: 31,162 shares; 2024Q4: 29,810 shares; 2025Q1: 29,685 shares; 2025Q2: 20,184 shares; 2025Q3: 17,116 shares; 2025Q4: 16,036 shares 16,036 $5.29M 0.19% -1,080 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: 40,874 shares; 2024Q4: 44,725 shares; 2025Q1: 41,812 shares; 2025Q2: 44,372 shares; 2025Q3: 51,320 shares; 2025Q4: 54,476 shares 54,476 $5.23M 0.18% +3,156 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,965 shares; 2024Q4: 34,602 shares; 2025Q1: 33,593 shares; 2025Q2: 33,948 shares; 2025Q3: 32,697 shares; 2025Q4: 32,117 shares 32,117 $5.19M 0.18% -580 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: 42,449 shares; 2024Q4: 43,475 shares; 2025Q1: 41,626 shares; 2025Q2: 42,766 shares; 2025Q3: 41,869 shares; 2025Q4: 41,863 shares 41,863 $5.14M 0.18% -6 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: 56,492 shares; 2024Q4: 163,447 shares; 2025Q1: 168,844 shares; 2025Q2: 163,980 shares; 2025Q3: 163,808 shares; 2025Q4: 171,739 shares 171,739 $5.09M 0.18% +7,931 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: 31,318 shares; 2024Q4: 31,716 shares; 2025Q1: 31,105 shares; 2025Q2: 30,890 shares; 2025Q3: 32,489 shares; 2025Q4: 34,330 shares 34,330 $4.94M 0.17% +1,841 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,911 shares; 2024Q4: 381,188 shares; 2025Q1: 347,256 shares; 2025Q2: 343,290 shares; 2025Q3: 365,206 shares; 2025Q4: 392,584 shares 392,584 $4.86M 0.17% +27,378 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,743 shares; 2024Q4: 7,720 shares; 2025Q1: 7,930 shares; 2025Q2: 8,063 shares; 2025Q3: 7,998 shares; 2025Q4: 8,476 shares 8,476 $4.83M 0.17% +478 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: 15,846 shares; 2024Q4: 15,529 shares; 2025Q1: 14,709 shares; 2025Q2: 14,701 shares; 2025Q3: 14,285 shares; 2025Q4: 14,484 shares 14,484 $4.74M 0.17% +199 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: 51,510 shares; 2024Q4: 52,259 shares; 2025Q1: 57,208 shares; 2025Q2: 57,264 shares; 2025Q3: 52,599 shares; 2025Q4: 54,270 shares 54,270 $4.73M 0.17% +1,671 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: 39,336 shares; 2024Q4: 69,889 shares; 2025Q1: 113,930 shares; 2025Q2: 118,009 shares; 2025Q3: 120,320 shares; 2025Q4: 122,683 shares 122,683 $4.7M 0.17% +2,363 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: 34,306 shares; 2024Q4: 34,594 shares; 2025Q1: 34,532 shares; 2025Q2: 34,644 shares; 2025Q3: 35,258 shares; 2025Q4: 34,906 shares 34,906 $4.63M 0.16% -352 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: 22,638 shares; 2024Q4: 24,058 shares; 2025Q1: 24,812 shares; 2025Q2: 25,029 shares; 2025Q3: 25,112 shares; 2025Q4: 32,106 shares 32,106 $4.61M 0.16% +6,994 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: 3,127 shares; 2024Q4: 3,491 shares; 2025Q1: 3,685 shares; 2025Q2: 4,820 shares; 2025Q3: 6,703 shares; 2025Q4: 6,901 shares 6,901 $4.51M 0.16% +198 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: 28,150 shares; 2024Q4: 28,268 shares; 2025Q1: 27,694 shares; 2025Q2: 27,031 shares; 2025Q3: 27,039 shares; 2025Q4: 28,589 shares 28,589 $4.43M 0.16% +1,550 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,715 shares; 2024Q4: 90,129 shares; 2025Q1: 100,121 shares; 2025Q2: 94,021 shares; 2025Q3: 100,889 shares; 2025Q4: 97,396 shares 97,396 $4.36M 0.15% -3,493 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: 78,212 shares; 2024Q4: 80,177 shares; 2025Q1: 80,782 shares; 2025Q2: 82,247 shares; 2025Q3: 83,017 shares; 2025Q4: 84,338 shares 84,338 $4.35M 0.15% +1,321 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,964 shares; 2024Q4: 43,420 shares; 2025Q1: 42,772 shares; 2025Q2: 40,487 shares; 2025Q3: 43,026 shares; 2025Q4: 45,143 shares 45,143 $4.34M 0.15% +2,117 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,005 shares; 2024Q4: 68,986 shares; 2025Q1: 67,739 shares; 2025Q2: 5,643 shares; 2025Q3: 8,288 shares; 2025Q4: 11,967 shares 11,967 $4.31M 0.15% +3,679 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,872 shares; 2025Q2: 119,112 shares; 2025Q3: 127,131 shares; 2025Q4: 133,850 shares 133,850 $4.29M 0.15% +6,719 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: 15,803 shares; 2024Q4: 26,021 shares; 2025Q1: 25,332 shares; 2025Q2: 25,511 shares; 2025Q3: 22,178 shares; 2025Q4: 21,419 shares 21,419 $4.28M 0.15% -759 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,260 shares; 2024Q4: 63,249 shares; 2025Q1: 64,935 shares; 2025Q2: 62,993 shares; 2025Q3: 80,237 shares; 2025Q4: 84,688 shares 84,688 $4.26M 0.15% +4,451 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: 8,429 shares; 2024Q4: 8,318 shares; 2025Q1: 8,117 shares; 2025Q2: 8,042 shares; 2025Q3: 8,240 shares; 2025Q4: 8,914 shares 8,914 $4.22M 0.15% +674 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106,145 shares; 2025Q3: 110,460 shares; 2025Q4: 114,202 shares 114,202 $4.2M 0.15% +3,742 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,918 shares; 2024Q4: 60,751 shares; 2025Q1: 59,502 shares; 2025Q2: 14,283 shares; 2025Q3: 14,503 shares; 2025Q4: 17,074 shares 17,074 $4.2M 0.15% +2,571 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,696 shares; 2024Q4: 179,863 shares; 2025Q1: 178,173 shares; 2025Q2: 187,373 shares; 2025Q3: 192,557 shares; 2025Q4: 207,458 shares 207,458 $4.2M 0.15% +14,901 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: 13,158 shares; 2024Q4: 17,777 shares; 2025Q1: 23,869 shares; 2025Q2: 25,064 shares; 2025Q3: 24,692 shares; 2025Q4: 23,574 shares 23,574 $4.19M 0.15% -1,118 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: 46,753 shares; 2024Q4: 46,681 shares; 2025Q1: 47,612 shares; 2025Q2: 47,770 shares; 2025Q3: 47,754 shares; 2025Q4: 46,192 shares 46,192 $4.18M 0.15% -1,562 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,814 shares; 2024Q4: 31,797 shares; 2025Q1: 32,026 shares; 2025Q2: 32,820 shares; 2025Q3: 32,539 shares; 2025Q4: 32,762 shares 32,762 $4.15M 0.15% +223 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983 shares; 2024Q4: 3,353 shares; 2025Q1: 9,384 shares; 2025Q2: 7,216 shares; 2025Q3: 9,391 shares; 2025Q4: 12,064 shares 12,064 $4.14M 0.15% +2,673 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: 152,115 shares; 2024Q4: 153,592 shares; 2025Q1: 154,554 shares; 2025Q2: 152,785 shares; 2025Q3: 148,082 shares; 2025Q4: 147,724 shares 147,724 $4.14M 0.15% -358 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,835 shares; 2025Q2: 75,106 shares; 2025Q3: 89,550 shares; 2025Q4: 89,351 shares 89,351 $4.14M 0.15% -199 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: 58,805 shares; 2024Q4: 169,285 shares; 2025Q1: 151,184 shares; 2025Q2: 156,798 shares; 2025Q3: 152,491 shares; 2025Q4: 152,173 shares 152,173 $4.09M 0.14% -318 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,849 shares; 2024Q4: 2,966 shares; 2025Q1: 3,009 shares; 2025Q2: 45,149 shares; 2025Q3: 44,738 shares; 2025Q4: 44,860 shares 44,860 $4.09M 0.14% +122 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,350 shares; 2024Q4: 113,241 shares; 2025Q1: 111,060 shares; 2025Q2: 110,885 shares; 2025Q3: 103,842 shares; 2025Q4: 102,898 shares 102,898 $4.07M 0.14% -944 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: 19,319 shares; 2024Q4: 16,310 shares; 2025Q1: 16,665 shares; 2025Q2: 15,495 shares; 2025Q3: 18,197 shares; 2025Q4: 18,104 shares 18,104 $4.07M 0.14% -93 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,021 shares; 2024Q4: 21,171 shares; 2025Q1: 21,021 shares; 2025Q2: 22,021 shares; 2025Q3: 22,124 shares; 2025Q4: 21,724 shares 21,724 $3.97M 0.14% -400 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,860 shares; 2025Q4: 75,712 shares 75,712 $3.92M 0.14% +4,852 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,294 shares 58,294 $3.86M 0.14% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,198 shares; 2024Q4: 7,017 shares; 2025Q1: 6,508 shares; 2025Q2: 6,831 shares; 2025Q3: 6,786 shares; 2025Q4: 19,561 shares 19,561 $3.86M 0.14% +12,775 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: 61,030 shares; 2024Q4: 61,030 shares; 2025Q1: 61,030 shares; 2025Q2: 60,956 shares; 2025Q3: 60,956 shares; 2025Q4: 60,956 shares 60,956 $3.84M 0.13% 0 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: 59,688 shares; 2024Q4: 56,970 shares; 2025Q1: 53,667 shares; 2025Q2: 47,384 shares; 2025Q3: 47,408 shares; 2025Q4: 48,355 shares 48,355 $3.81M 0.13% +947 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,168 shares; 2024Q4: 61,484 shares; 2025Q1: 66,845 shares; 2025Q2: 64,263 shares; 2025Q3: 67,002 shares; 2025Q4: 67,084 shares 67,084 $3.67M 0.13% +82 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,333 shares; 2025Q3: 56,941 shares; 2025Q4: 56,785 shares 56,785 $3.66M 0.13% -156 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: 7,098 shares; 2024Q4: 6,700 shares; 2025Q1: 6,665 shares; 2025Q2: 6,801 shares; 2025Q3: 6,949 shares; 2025Q4: 6,950 shares 6,950 $3.63M 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: 51,920 shares; 2024Q4: 50,512 shares; 2025Q1: 48,376 shares; 2025Q2: 50,482 shares; 2025Q3: 50,395 shares; 2025Q4: 81,023 shares 81,023 $3.62M 0.13% +30,628 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,818 shares; 2025Q4: 95,182 shares 95,182 $3.6M 0.13% +31,364 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: 72,367 shares; 2024Q4: 72,699 shares; 2025Q1: 72,514 shares; 2025Q2: 72,775 shares; 2025Q3: 79,258 shares; 2025Q4: 80,372 shares 80,372 $3.57M 0.13% +1,114 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,038 shares; 2024Q4: 4,851 shares; 2025Q1: 4,784 shares; 2025Q2: 4,728 shares; 2025Q3: 1,945 shares; 2025Q4: 53,155 shares 53,155 $3.57M 0.13% +51,210 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: 29,332 shares; 2024Q4: 31,776 shares; 2025Q1: 34,961 shares; 2025Q2: 37,717 shares; 2025Q3: 58,308 shares; 2025Q4: 64,761 shares 64,761 $3.56M 0.13% +6,453 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: 26,796 shares; 2024Q4: 42,805 shares; 2025Q1: 45,158 shares; 2025Q2: 46,145 shares; 2025Q3: 46,362 shares; 2025Q4: 40,593 shares 40,593 $3.54M 0.12% -5,769 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,267 shares; 2025Q4: 132,084 shares 132,084 $3.46M 0.12% +33,817 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: 84,843 shares; 2024Q4: 259,558 shares; 2025Q1: 270,550 shares; 2025Q2: 241,665 shares; 2025Q3: 255,254 shares; 2025Q4: 125,905 shares 125,905 $3.45M 0.12% -129,349 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,414 shares; 2024Q4: 26,458 shares; 2025Q1: 26,437 shares; 2025Q2: 26,246 shares; 2025Q3: 25,534 shares; 2025Q4: 25,762 shares 25,762 $3.4M 0.12% +228 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,325 shares; 2025Q3: 19,673 shares; 2025Q4: 20,243 shares 20,243 $3.37M 0.12% +570 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: 25,809 shares; 2024Q4: 25,739 shares; 2025Q1: 25,521 shares; 2025Q2: 26,643 shares; 2025Q3: 28,113 shares; 2025Q4: 28,871 shares 28,871 $3.37M 0.12% +758 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,133 shares; 2024Q4: 21,988 shares; 2025Q1: 21,898 shares; 2025Q2: 22,156 shares; 2025Q3: 21,487 shares; 2025Q4: 21,452 shares 21,452 $3.32M 0.12% -35 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,237 shares; 2024Q4: 7,375 shares; 2025Q1: 7,602 shares; 2025Q2: 7,716 shares; 2025Q3: 7,803 shares; 2025Q4: 7,448 shares 7,448 $3.32M 0.12% -355 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,051 shares; 2025Q3: 2,792 shares; 2025Q4: 24,388 shares 24,388 $3.3M 0.12% +21,596 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: 9,898 shares; 2024Q4: 11,006 shares; 2025Q1: 11,033 shares; 2025Q2: 11,285 shares; 2025Q3: 11,227 shares; 2025Q4: 11,302 shares 11,302 $3.28M 0.12% +75 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,759 shares; 2024Q4: 8,896 shares; 2025Q1: 9,055 shares; 2025Q2: 9,041 shares; 2025Q3: 8,740 shares; 2025Q4: 8,610 shares 8,610 $3.27M 0.12% -130 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: 42,429 shares; 2024Q4: 126,471 shares; 2025Q1: 123,484 shares; 2025Q2: 121,241 shares; 2025Q3: 119,587 shares; 2025Q4: 119,595 shares 119,595 $3.25M 0.11% +8 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,807 shares; 2025Q2: 15,075 shares; 2025Q3: 24,090 shares; 2025Q4: 64,150 shares 64,150 $3.19M 0.11% +40,060 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,477 shares; 2025Q4: 128,333 shares 128,333 $3.18M 0.11% +15,856 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,033 shares; 2025Q2: 16,882 shares; 2025Q3: 26,296 shares; 2025Q4: 65,904 shares 65,904 $3.17M 0.11% +39,608 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: 54,186 shares; 2024Q4: 42,541 shares; 2025Q1: 42,007 shares; 2025Q2: 42,551 shares; 2025Q3: 42,316 shares; 2025Q4: 42,984 shares 42,984 $3.16M 0.11% +668 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: 41,253 shares; 2024Q4: 40,479 shares; 2025Q1: 31,776 shares; 2025Q2: 41,578 shares; 2025Q3: 43,340 shares; 2025Q4: 44,510 shares 44,510 $3.11M 0.11% +1,170 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,193 shares; 2025Q3: 62,891 shares; 2025Q4: 64,469 shares 64,469 $3.07M 0.11% +1,578 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,460 shares; 2024Q4: 80,497 shares; 2025Q1: 79,843 shares; 2025Q2: 65,183 shares; 2025Q3: 62,805 shares; 2025Q4: 63,814 shares 63,814 $3.05M 0.11% +1,009 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: 17,548 shares; 2024Q4: 31,215 shares; 2025Q1: 31,525 shares; 2025Q2: 32,508 shares; 2025Q3: 32,139 shares; 2025Q4: 36,507 shares 36,507 $2.94M 0.1% +4,368 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: 430 shares; 2024Q4: 451 shares; 2025Q1: 471 shares; 2025Q2: 506 shares; 2025Q3: 506 shares; 2025Q4: 545 shares 545 $2.92M 0.1% +39 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,231 shares; 2024Q4: 33,994 shares; 2025Q1: 35,421 shares; 2025Q2: 35,985 shares; 2025Q3: 34,646 shares; 2025Q4: 36,249 shares 36,249 $2.91M 0.1% +1,603 Timeline SDOG 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: 47,442 shares; 2024Q4: 47,852 shares; 2025Q1: 47,326 shares; 2025Q2: 48,019 shares; 2025Q3: 47,518 shares; 2025Q4: 48,122 shares 48,122 $2.91M 0.1% +604 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,973 shares; 2024Q4: 25,796 shares; 2025Q1: 25,799 shares; 2025Q2: 25,779 shares; 2025Q3: 25,780 shares; 2025Q4: 25,727 shares 25,727 $2.89M 0.1% -53 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: 12,150 shares; 2024Q4: 11,331 shares; 2025Q1: 11,437 shares; 2025Q2: 11,080 shares; 2025Q3: 11,684 shares; 2025Q4: 11,948 shares 11,948 $2.88M 0.1% +264 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: 4,576 shares; 2024Q4: 4,460 shares; 2025Q1: 4,453 shares; 2025Q2: 4,419 shares; 2025Q3: 4,772 shares; 2025Q4: 4,773 shares 4,773 $2.88M 0.1% +1 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,145 shares; 2024Q4: 14,548 shares; 2025Q1: 14,046 shares; 2025Q2: 11,317 shares; 2025Q3: 10,571 shares; 2025Q4: 11,201 shares 11,201 $2.88M 0.1% +630 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,331 shares; 2025Q1: 8,309 shares; 2025Q2: 10,370 shares; 2025Q3: 28,729 shares; 2025Q4: 27,501 shares 27,501 $2.85M 0.1% -1,228 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: 51,830 shares; 2024Q4: 51,249 shares; 2025Q1: 50,499 shares; 2025Q2: 50,339 shares; 2025Q3: 51,116 shares; 2025Q4: 51,686 shares 51,686 $2.79M 0.1% +570 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,614 shares; 2025Q1: 36,286 shares; 2025Q2: 42,197 shares; 2025Q3: 42,347 shares; 2025Q4: 42,397 shares 42,397 $2.75M 0.1% +50 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,602 shares; 2025Q1: 9,732 shares; 2025Q2: 10,859 shares; 2025Q3: 12,410 shares; 2025Q4: 16,061 shares 16,061 $2.75M 0.1% +3,651 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: 14,495 shares; 2024Q4: 14,495 shares; 2025Q1: 14,495 shares; 2025Q2: 54,895 shares; 2025Q3: 62,603 shares; 2025Q4: 62,612 shares 62,612 $2.73M 0.1% +9 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,325 shares; 2024Q4: 70,788 shares; 2025Q1: 78,586 shares; 2025Q2: 105,056 shares; 2025Q3: 118,743 shares; 2025Q4: 138,811 shares 138,811 $2.68M 0.09% +20,068 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,964 shares; 2025Q1: not reported; 2025Q2: 99,684 shares; 2025Q3: 27,922 shares; 2025Q4: 31,239 shares 31,239 $2.65M 0.09% +3,317 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: 10,012 shares; 2024Q4: 9,348 shares; 2025Q1: 8,893 shares; 2025Q2: 8,880 shares; 2025Q3: 9,718 shares; 2025Q4: 12,149 shares 12,149 $2.65M 0.09% +2,431 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: 3,151 shares; 2024Q4: 4,392 shares; 2025Q1: 5,325 shares; 2025Q2: 7,747 shares; 2025Q3: 4,437 shares; 2025Q4: 17,189 shares 17,189 $2.63M 0.09% +12,752 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,897 shares; 2024Q4: 58,785 shares; 2025Q1: 58,785 shares; 2025Q2: 56,897 shares; 2025Q3: 70,030 shares; 2025Q4: 98,958 shares 98,958 $2.62M 0.09% +28,928 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,817 shares; 2024Q4: 10,761 shares; 2025Q1: 11,103 shares; 2025Q2: 10,997 shares; 2025Q3: 11,081 shares; 2025Q4: 21,898 shares 21,898 $2.61M 0.09% +10,817 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,552 shares; 2024Q4: 7,953 shares; 2025Q1: 8,008 shares; 2025Q2: 8,265 shares; 2025Q3: 11,133 shares; 2025Q4: 16,786 shares 16,786 $2.58M 0.09% +5,653 Timeline IOO 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: 41,053 shares; 2024Q4: 52,648 shares; 2025Q1: 58,491 shares; 2025Q2: 38,565 shares; 2025Q3: 20,923 shares; 2025Q4: 20,353 shares 20,353 $2.58M 0.09% -570 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: 20,788 shares; 2024Q4: 20,883 shares; 2025Q1: 20,850 shares; 2025Q2: 20,962 shares; 2025Q3: 20,235 shares; 2025Q4: 26,608 shares 26,608 $2.56M 0.09% +6,373 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: 15,657 shares; 2024Q4: 12,846 shares; 2025Q1: 11,834 shares; 2025Q2: 12,403 shares; 2025Q3: 13,125 shares; 2025Q4: 13,361 shares 13,361 $2.56M 0.09% +236 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: 52,805 shares; 2024Q4: 42,646 shares; 2025Q1: 40,730 shares; 2025Q2: 44,560 shares; 2025Q3: 45,551 shares; 2025Q4: 47,553 shares 47,553 $2.56M 0.09% +2,002 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,683 shares; 2024Q4: 49,727 shares; 2025Q1: 49,883 shares; 2025Q2: 46,179 shares; 2025Q3: 45,630 shares; 2025Q4: 45,775 shares 45,775 $2.5M 0.09% +145 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: 35,099 shares; 2024Q4: 35,099 shares; 2025Q1: 35,113 shares; 2025Q2: 49,265 shares; 2025Q3: 57,650 shares; 2025Q4: 61,462 shares 61,462 $2.47M 0.09% +3,812 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,131 shares; 2024Q4: 16,548 shares; 2025Q1: 16,487 shares; 2025Q2: 21,484 shares; 2025Q3: 25,371 shares; 2025Q4: 24,469 shares 24,469 $2.46M 0.09% -902 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: 7,912 shares; 2024Q4: 8,154 shares; 2025Q1: 8,747 shares; 2025Q2: 8,161 shares; 2025Q3: 7,991 shares; 2025Q4: 17,060 shares 17,060 $2.46M 0.09% +9,069 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: 19,098 shares; 2024Q4: 19,180 shares; 2025Q1: 18,869 shares; 2025Q2: 20,132 shares; 2025Q3: 26,204 shares; 2025Q4: 24,497 shares 24,497 $2.45M 0.09% -1,707 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: 40,837 shares; 2024Q4: 39,649 shares; 2025Q1: 39,945 shares; 2025Q2: 40,024 shares; 2025Q3: 43,524 shares; 2025Q4: 44,533 shares 44,533 $2.44M 0.09% +1,009 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: 15,226 shares; 2024Q4: 15,624 shares; 2025Q1: 14,982 shares; 2025Q2: 15,363 shares; 2025Q3: 15,125 shares; 2025Q4: 15,190 shares 15,190 $2.44M 0.09% +65 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 1,316 shares; 2025Q1: 1,600 shares; 2025Q2: 2,337 shares; 2025Q3: 4,240 shares; 2025Q4: 3,595 shares 3,595 $2.42M 0.09% -645 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,062 shares 13,062 $2.4M 0.08% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,517 shares; 2024Q4: 3,899 shares; 2025Q1: 4,044 shares; 2025Q2: 4,397 shares; 2025Q3: 5,626 shares; 2025Q4: 6,433 shares 6,433 $2.38M 0.08% +807 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: 6,288 shares; 2024Q4: 6,290 shares; 2025Q1: 6,711 shares; 2025Q2: 6,701 shares; 2025Q3: 10,020 shares; 2025Q4: 11,885 shares 11,885 $2.36M 0.08% +1,865 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 2,705 shares; 2025Q1: 2,698 shares; 2025Q2: 3,125 shares; 2025Q3: 3,105 shares; 2025Q4: 3,131 shares 3,131 $2.36M 0.08% +26 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,886 shares; 2024Q4: 23,377 shares; 2025Q1: 15,492 shares; 2025Q2: 14,732 shares; 2025Q3: 12,669 shares; 2025Q4: 46,335 shares 46,335 $2.36M 0.08% +33,666 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,641 shares 53,641 $2.34M 0.08% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,479 shares; 2024Q4: 7,362 shares; 2025Q1: 7,209 shares; 2025Q2: 7,654 shares; 2025Q3: 7,233 shares; 2025Q4: 7,657 shares 7,657 $2.34M 0.08% +424 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,833 shares; 2024Q4: 7,664 shares; 2025Q1: 7,965 shares; 2025Q2: 8,550 shares; 2025Q3: 8,787 shares; 2025Q4: 10,082 shares 10,082 $2.3M 0.08% +1,295 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,951 shares; 2024Q4: 24,774 shares; 2025Q1: 24,111 shares; 2025Q2: 24,453 shares; 2025Q3: 17,894 shares; 2025Q4: 17,336 shares 17,336 $2.29M 0.08% -558 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,806 shares; 2025Q1: 5,568 shares; 2025Q2: not reported; 2025Q3: 16,648 shares; 2025Q4: 16,417 shares 16,417 $2.27M 0.08% -231 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,088 shares; 2025Q4: 45,203 shares 45,203 $2.27M 0.08% +1,115 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: 43,217 shares; 2024Q4: 45,124 shares; 2025Q1: 47,000 shares; 2025Q2: 45,807 shares; 2025Q3: 50,994 shares; 2025Q4: 54,867 shares 54,867 $2.23M 0.08% +3,873 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,357 shares; 2025Q1: 1,440 shares; 2025Q2: 1,673 shares; 2025Q3: 2,332 shares; 2025Q4: 2,519 shares 2,519 $2.21M 0.08% +187 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,466 shares; 2025Q2: 15,388 shares; 2025Q3: 14,358 shares; 2025Q4: 14,056 shares 14,056 $2.2M 0.08% -302 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: 7,314 shares; 2024Q4: 7,405 shares; 2025Q1: 6,979 shares; 2025Q2: 6,819 shares; 2025Q3: 6,505 shares; 2025Q4: 6,845 shares 6,845 $2.14M 0.08% +340 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,418 shares; 2025Q4: 41,927 shares 41,927 $2.14M 0.08% +29,509 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,613 shares; 2024Q4: 4,952 shares; 2025Q1: 11,833 shares; 2025Q2: 14,601 shares; 2025Q3: 15,970 shares; 2025Q4: 19,839 shares 19,839 $2.12M 0.07% +3,869 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,147 shares 36,147 $2.11M 0.07% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,766 shares; 2024Q4: 6,085 shares; 2025Q1: 5,230 shares; 2025Q2: 5,315 shares; 2025Q3: 4,410 shares; 2025Q4: 4,336 shares 4,336 $2.1M 0.07% -74 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: 12,243 shares; 2024Q4: 11,472 shares; 2025Q1: 12,581 shares; 2025Q2: 11,008 shares; 2025Q3: 11,502 shares; 2025Q4: 11,687 shares 11,687 $2.07M 0.07% +185 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: 47,655 shares; 2024Q4: 48,080 shares; 2025Q1: 48,319 shares; 2025Q2: 48,471 shares; 2025Q3: 59,050 shares; 2025Q4: 59,125 shares 59,125 $2.05M 0.07% +75 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,617 shares; 2024Q4: 47,912 shares; 2025Q1: 57,472 shares; 2025Q2: 65,179 shares; 2025Q3: 75,413 shares; 2025Q4: 87,311 shares 87,311 $2.04M 0.07% +11,898 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: 9,587 shares; 2024Q4: 13,143 shares; 2025Q1: 13,135 shares; 2025Q2: 12,889 shares; 2025Q3: 10,625 shares; 2025Q4: 11,921 shares 11,921 $2.04M 0.07% +1,296 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: 11,618 shares; 2024Q4: 11,918 shares; 2025Q1: 12,782 shares; 2025Q2: 13,846 shares; 2025Q3: 18,837 shares; 2025Q4: 47,571 shares 47,571 $2.03M 0.07% +28,734 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 2,971 shares; 2025Q1: 4,381 shares; 2025Q2: 4,699 shares; 2025Q3: 5,067 shares; 2025Q4: 6,360 shares 6,360 $2.03M 0.07% +1,293 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,404 shares; 2024Q4: 52,791 shares; 2025Q1: 65,255 shares; 2025Q2: 71,858 shares; 2025Q3: 86,180 shares; 2025Q4: 91,120 shares 91,120 $2.01M 0.07% +4,940 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: 369,326 shares; 2024Q4: 381,335 shares; 2025Q1: 434,559 shares; 2025Q2: 461,706 shares; 2025Q3: 484,147 shares; 2025Q4: 85,658 shares 85,658 $1.97M 0.07% -398,489 Timeline SSO 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: 17,924 shares; 2024Q4: 18,870 shares; 2025Q1: 16,131 shares; 2025Q2: 17,646 shares; 2025Q3: 17,187 shares; 2025Q4: 33,824 shares 33,824 $1.96M 0.07% +16,637 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: 4,087 shares; 2024Q4: 5,958 shares; 2025Q1: 4,590 shares; 2025Q2: 5,770 shares; 2025Q3: 5,549 shares; 2025Q4: 21,684 shares 21,684 $1.95M 0.07% +16,135 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,109 shares; 2024Q4: 7,757 shares; 2025Q1: 7,700 shares; 2025Q2: 7,644 shares; 2025Q3: 7,060 shares; 2025Q4: 7,043 shares 7,043 $1.95M 0.07% -17 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,040 shares; 2024Q4: 4,245 shares; 2025Q1: 4,696 shares; 2025Q2: 2,527 shares; 2025Q3: 4,161 shares; 2025Q4: 6,797 shares 6,797 $1.94M 0.07% +2,636 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: 20,952 shares; 2024Q4: 21,563 shares; 2025Q1: 21,759 shares; 2025Q2: 22,213 shares; 2025Q3: 22,540 shares; 2025Q4: 25,093 shares 25,093 $1.93M 0.07% +2,553 Timeline IEV 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: 22,986 shares; 2024Q4: 22,986 shares; 2025Q1: 27,501 shares; 2025Q2: 28,589 shares; 2025Q3: 27,989 shares; 2025Q4: 28,174 shares 28,174 $1.93M 0.07% +185 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,797 shares; 2024Q4: 3,608 shares; 2025Q1: 4,815 shares; 2025Q2: 27,303 shares; 2025Q3: 26,672 shares; 2025Q4: 26,197 shares 26,197 $1.9M 0.07% -475 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: 13,703 shares; 2024Q4: 13,693 shares; 2025Q1: 14,033 shares; 2025Q2: 14,266 shares; 2025Q3: 14,525 shares; 2025Q4: 16,040 shares 16,040 $1.88M 0.07% +1,515 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156,549 shares; 2025Q4: 147,777 shares 147,777 $1.87M 0.07% -8,772 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,152 shares 33,152 $1.85M 0.07% new Timeline QLD 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: 12,458 shares; 2024Q4: 13,538 shares; 2025Q1: 14,436 shares; 2025Q2: 14,905 shares; 2025Q3: 13,064 shares; 2025Q4: 26,220 shares 26,220 $1.85M 0.06% +13,156 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: 91,520 shares; 2024Q4: 86,447 shares; 2025Q1: 82,556 shares; 2025Q2: 77,575 shares; 2025Q3: 75,995 shares; 2025Q4: 74,120 shares 74,120 $1.85M 0.06% -1,875 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: 59,034 shares; 2024Q4: 60,044 shares; 2025Q1: 66,449 shares; 2025Q2: 68,357 shares; 2025Q3: 69,624 shares; 2025Q4: 74,117 shares 74,117 $1.84M 0.06% +4,493 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: 17,100 shares; 2024Q4: 16,472 shares; 2025Q1: 17,619 shares; 2025Q2: 17,167 shares; 2025Q3: 15,756 shares; 2025Q4: 15,902 shares 15,902 $1.81M 0.06% +146 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 2,408 shares; 2025Q1: 2,174 shares; 2025Q2: 2,083 shares; 2025Q3: 2,030 shares; 2025Q4: 2,051 shares 2,051 $1.8M 0.06% +21 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: 17,806 shares; 2024Q4: 16,289 shares; 2025Q1: 14,341 shares; 2025Q2: 15,318 shares; 2025Q3: 18,310 shares; 2025Q4: 14,335 shares 14,335 $1.8M 0.06% -3,975 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,008 shares; 2024Q4: 14,210 shares; 2025Q1: 16,801 shares; 2025Q2: 17,568 shares; 2025Q3: 18,571 shares; 2025Q4: 18,564 shares 18,564 $1.79M 0.06% -7 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: 8,812 shares; 2024Q4: 8,702 shares; 2025Q1: 8,824 shares; 2025Q2: 8,285 shares; 2025Q3: 7,999 shares; 2025Q4: 8,130 shares 8,130 $1.79M 0.06% +131 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,884 shares; 2024Q4: 13,898 shares; 2025Q1: 14,084 shares; 2025Q2: 13,773 shares; 2025Q3: 18,350 shares; 2025Q4: 18,398 shares 18,398 $1.78M 0.06% +48 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,538 shares; 2024Q4: 13,958 shares; 2025Q1: 14,533 shares; 2025Q2: 12,183 shares; 2025Q3: 13,351 shares; 2025Q4: 16,493 shares 16,493 $1.77M 0.06% +3,142 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,494 shares; 2025Q3: 57,679 shares; 2025Q4: 57,679 shares 57,679 $1.76M 0.06% 0 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: 4,211 shares; 2024Q4: 4,200 shares; 2025Q1: 4,323 shares; 2025Q2: 4,323 shares; 2025Q3: 4,593 shares; 2025Q4: 4,656 shares 4,656 $1.74M 0.06% +63 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,330 shares; 2024Q4: 4,190 shares; 2025Q1: 4,130 shares; 2025Q2: 3,991 shares; 2025Q3: 4,208 shares; 2025Q4: 4,150 shares 4,150 $1.71M 0.06% -58 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,845 shares; 2024Q4: 25,119 shares; 2025Q1: 26,574 shares; 2025Q2: 28,780 shares; 2025Q3: 30,694 shares; 2025Q4: 46,450 shares 46,450 $1.71M 0.06% +15,756 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,540 shares; 2025Q2: 4,695 shares; 2025Q3: 12,621 shares; 2025Q4: 14,674 shares 14,674 $1.7M 0.06% +2,053 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,826 shares; 2024Q4: 4,707 shares; 2025Q1: 8,166 shares; 2025Q2: 33,152 shares; 2025Q3: 36,486 shares; 2025Q4: 41,567 shares 41,567 $1.67M 0.06% +5,081 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: 16,010 shares; 2024Q4: 16,041 shares; 2025Q1: 15,884 shares; 2025Q2: 15,914 shares; 2025Q3: 16,069 shares; 2025Q4: 15,750 shares 15,750 $1.65M 0.06% -319 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: 17,946 shares; 2024Q4: 17,687 shares; 2025Q1: 16,530 shares; 2025Q2: 16,545 shares; 2025Q3: 21,363 shares; 2025Q4: 21,861 shares 21,861 $1.65M 0.06% +498 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,038 shares; 2024Q4: 20,405 shares; 2025Q1: 20,385 shares; 2025Q2: 21,155 shares; 2025Q3: 20,730 shares; 2025Q4: 21,165 shares 21,165 $1.61M 0.06% +435 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: 33,372 shares; 2024Q4: 31,205 shares; 2025Q1: 32,204 shares; 2025Q2: 28,716 shares; 2025Q3: 25,383 shares; 2025Q4: 23,118 shares 23,118 $1.61M 0.06% -2,265 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: 63,588 shares; 2024Q4: 69,902 shares; 2025Q1: 74,428 shares; 2025Q2: 73,335 shares; 2025Q3: 71,904 shares; 2025Q4: 62,039 shares 62,039 $1.6M 0.06% -9,865 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,881 shares; 2024Q4: 18,069 shares; 2025Q1: 18,328 shares; 2025Q2: 18,621 shares; 2025Q3: 20,396 shares; 2025Q4: 20,874 shares 20,874 $1.58M 0.06% +478 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,416 shares; 2025Q1: 5,290 shares; 2025Q2: 5,191 shares; 2025Q3: 4,620 shares; 2025Q4: 4,886 shares 4,886 $1.58M 0.06% +266 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,186 shares; 2024Q4: 8,285 shares; 2025Q1: 8,310 shares; 2025Q2: 7,931 shares; 2025Q3: 7,338 shares; 2025Q4: 8,682 shares 8,682 $1.57M 0.06% +1,344 Timeline FNCL 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: 18,273 shares; 2024Q4: 15,101 shares; 2025Q1: 16,457 shares; 2025Q2: 16,554 shares; 2025Q3: 18,621 shares; 2025Q4: 20,192 shares 20,192 $1.57M 0.06% +1,571 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: 15,320 shares; 2024Q4: 15,199 shares; 2025Q1: 15,252 shares; 2025Q2: 17,918 shares; 2025Q3: 18,555 shares; 2025Q4: 20,080 shares 20,080 $1.56M 0.05% +1,525 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,300 shares; 2024Q4: 23,085 shares; 2025Q1: 22,870 shares; 2025Q2: 22,370 shares; 2025Q3: 22,398 shares; 2025Q4: 22,789 shares 22,789 $1.56M 0.05% +391 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: 36,292 shares; 2024Q4: 38,669 shares; 2025Q1: 35,355 shares; 2025Q2: 35,856 shares; 2025Q3: 35,632 shares; 2025Q4: 34,868 shares 34,868 $1.55M 0.05% -764 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,256 shares; 2024Q4: 49,309 shares; 2025Q1: 71,704 shares; 2025Q2: 63,588 shares; 2025Q3: 72,308 shares; 2025Q4: 68,352 shares 68,352 $1.55M 0.05% -3,956 Timeline FBCG 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: 28,316 shares; 2024Q4: 28,316 shares; 2025Q1: 28,316 shares; 2025Q2: 28,316 shares; 2025Q3: 28,082 shares; 2025Q4: 28,000 shares 28,000 $1.54M 0.05% -82 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,684 shares; 2024Q4: not reported; 2025Q1: 11,413 shares; 2025Q2: 13,714 shares; 2025Q3: 15,315 shares; 2025Q4: 72,058 shares 72,058 $1.52M 0.05% +56,743 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,467 shares; 2024Q4: 8,450 shares; 2025Q1: 8,881 shares; 2025Q2: 8,805 shares; 2025Q3: 10,958 shares; 2025Q4: 10,781 shares 10,781 $1.52M 0.05% -177 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 8,410 shares; 2025Q1: 11,282 shares; 2025Q2: 10,384 shares; 2025Q3: 10,100 shares; 2025Q4: 30,273 shares 30,273 $1.51M 0.05% +20,173 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: 17,196 shares; 2024Q4: 19,141 shares; 2025Q1: 20,067 shares; 2025Q2: 23,306 shares; 2025Q3: 24,967 shares; 2025Q4: 26,019 shares 26,019 $1.49M 0.05% +1,052 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: 4,846 shares; 2024Q4: 4,847 shares; 2025Q1: 4,811 shares; 2025Q2: 4,811 shares; 2025Q3: 4,867 shares; 2025Q4: 4,708 shares 4,708 $1.48M 0.05% -159 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: 9,086 shares; 2024Q4: 9,161 shares; 2025Q1: 9,319 shares; 2025Q2: 8,830 shares; 2025Q3: 8,680 shares; 2025Q4: 10,399 shares 10,399 $1.47M 0.05% +1,719 Timeline JHPI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,425 shares; 2025Q4: 63,865 shares 63,865 $1.46M 0.05% +8,440 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,304 shares; 2025Q3: 16,917 shares; 2025Q4: 27,553 shares 27,553 $1.45M 0.05% +10,636 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,547 shares; 2024Q4: 6,513 shares; 2025Q1: 8,877 shares; 2025Q2: 9,340 shares; 2025Q3: 8,975 shares; 2025Q4: 4,152 shares 4,152 $1.45M 0.05% -4,823 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,733 shares; 2024Q4: 21,838 shares; 2025Q1: 22,942 shares; 2025Q2: 22,422 shares; 2025Q3: 25,647 shares; 2025Q4: 29,379 shares 29,379 $1.45M 0.05% +3,732 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,796 shares; 2024Q4: 5,885 shares; 2025Q1: 6,515 shares; 2025Q2: 6,555 shares; 2025Q3: 6,591 shares; 2025Q4: 6,894 shares 6,894 $1.44M 0.05% +303 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,325 shares; 2025Q1: 21,131 shares; 2025Q2: 18,143 shares; 2025Q3: 2,842 shares; 2025Q4: 8,880 shares 8,880 $1.44M 0.05% +6,038 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,149 shares; 2024Q4: 37,779 shares; 2025Q1: 29,835 shares; 2025Q2: 31,325 shares; 2025Q3: 31,388 shares; 2025Q4: 31,922 shares 31,922 $1.42M 0.05% +534 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: 4,708 shares; 2024Q4: 4,750 shares; 2025Q1: 4,753 shares; 2025Q2: 4,531 shares; 2025Q3: 4,531 shares; 2025Q4: 4,534 shares 4,534 $1.41M 0.05% +3 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: 4,866 shares; 2024Q4: 4,625 shares; 2025Q1: 4,517 shares; 2025Q2: 4,456 shares; 2025Q3: 4,473 shares; 2025Q4: 4,640 shares 4,640 $1.4M 0.05% +167 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,116 shares; 2025Q2: 2,156 shares; 2025Q3: 5,548 shares; 2025Q4: 14,553 shares 14,553 $1.39M 0.05% +9,005 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,967 shares; 2024Q4: 55,245 shares; 2025Q1: 57,335 shares; 2025Q2: 57,392 shares; 2025Q3: 51,865 shares; 2025Q4: 53,168 shares 53,168 $1.37M 0.05% +1,303 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,894 shares; 2024Q4: 13,511 shares; 2025Q1: 13,860 shares; 2025Q2: 14,048 shares; 2025Q3: 14,543 shares; 2025Q4: 14,787 shares 14,787 $1.36M 0.05% +244 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,581 shares 64,581 $1.34M 0.05% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,638 shares; 2024Q4: 36,180 shares; 2025Q1: 24,151 shares; 2025Q2: 23,377 shares; 2025Q3: 24,080 shares; 2025Q4: 22,704 shares 22,704 $1.33M 0.05% -1,376 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: 227,782 shares; 2024Q4: 214,063 shares; 2025Q1: 227,667 shares; 2025Q2: 158,839 shares; 2025Q3: 26,428 shares; 2025Q4: 21,996 shares 21,996 $1.32M 0.05% -4,432 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,220 shares; 2025Q3: 21,358 shares; 2025Q4: 18,888 shares 18,888 $1.32M 0.05% -2,470 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: 11,234 shares; 2024Q4: 11,254 shares; 2025Q1: 18,254 shares; 2025Q2: 18,736 shares; 2025Q3: 15,398 shares; 2025Q4: 15,602 shares 15,602 $1.31M 0.05% +204 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,313 shares; 2025Q1: 16,528 shares; 2025Q2: 20,692 shares; 2025Q3: 20,842 shares; 2025Q4: 20,842 shares 20,842 $1.31M 0.05% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,996 shares; 2024Q4: 21,562 shares; 2025Q1: 21,656 shares; 2025Q2: 21,421 shares; 2025Q3: 20,278 shares; 2025Q4: 20,888 shares 20,888 $1.31M 0.05% +610 Timeline IMMP IMMUTEP LTD More: the full row for IMMUTEP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,450 shares; 2024Q4: 394,150 shares; 2025Q1: 386,650 shares; 2025Q2: 372,700 shares; 2025Q3: 420,900 shares; 2025Q4: 454,400 shares 454,400 $1.3M 0.05% +33,500 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,353 shares; 2025Q3: 18,804 shares; 2025Q4: 24,535 shares 24,535 $1.3M 0.05% +5,731 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,516 shares; 2025Q1: 1,469 shares; 2025Q2: 1,393 shares; 2025Q3: 1,588 shares; 2025Q4: 1,571 shares 1,571 $1.29M 0.05% -17 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,938 shares; 2025Q1: 2,922 shares; 2025Q2: 8,991 shares; 2025Q3: 10,108 shares; 2025Q4: 10,188 shares 10,188 $1.28M 0.05% +80 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: 8,423 shares; 2024Q4: 10,858 shares; 2025Q1: 12,421 shares; 2025Q2: 12,197 shares; 2025Q3: 12,108 shares; 2025Q4: 12,304 shares 12,304 $1.28M 0.05% +196 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: 25,558 shares; 2024Q4: 25,562 shares; 2025Q1: 29,350 shares; 2025Q2: 31,429 shares; 2025Q3: 29,846 shares; 2025Q4: 29,519 shares 29,519 $1.28M 0.04% -327 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: 52,743 shares; 2024Q4: 62,437 shares; 2025Q1: 71,360 shares; 2025Q2: 78,461 shares; 2025Q3: 82,784 shares; 2025Q4: 88,492 shares 88,492 $1.27M 0.04% +5,708 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,913 shares; 2024Q4: 43,629 shares; 2025Q1: 14,191 shares; 2025Q2: 16,152 shares; 2025Q3: 16,253 shares; 2025Q4: 15,260 shares 15,260 $1.26M 0.04% -993 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: 8,929 shares; 2024Q4: 9,105 shares; 2025Q1: 18,976 shares; 2025Q2: 23,962 shares; 2025Q3: 20,962 shares; 2025Q4: 13,456 shares 13,456 $1.25M 0.04% -7,506 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,207 shares; 2025Q1: 5,109 shares; 2025Q2: 6,840 shares; 2025Q3: 17,408 shares; 2025Q4: 25,173 shares 25,173 $1.25M 0.04% +7,765 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: 5,034 shares; 2024Q4: 4,986 shares; 2025Q1: 5,028 shares; 2025Q2: 5,038 shares; 2025Q3: 5,198 shares; 2025Q4: 5,940 shares 5,940 $1.25M 0.04% +742 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: 107,527 shares; 2024Q4: 109,516 shares; 2025Q1: 110,296 shares; 2025Q2: 116,677 shares; 2025Q3: 107,794 shares; 2025Q4: 75,525 shares 75,525 $1.25M 0.04% -32,269 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: 12,644 shares; 2024Q4: 12,340 shares; 2025Q1: 12,106 shares; 2025Q2: 12,208 shares; 2025Q3: 12,536 shares; 2025Q4: 12,197 shares 12,197 $1.24M 0.04% -339 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: 9,653 shares; 2024Q4: 9,629 shares; 2025Q1: 11,560 shares; 2025Q2: 11,288 shares; 2025Q3: 13,583 shares; 2025Q4: 12,513 shares 12,513 $1.24M 0.04% -1,070 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: 17,426 shares; 2024Q4: 20,053 shares; 2025Q1: 22,358 shares; 2025Q2: 24,856 shares; 2025Q3: 25,266 shares; 2025Q4: 25,759 shares 25,759 $1.24M 0.04% +493 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,591 shares; 2024Q4: 17,076 shares; 2025Q1: 19,885 shares; 2025Q2: 14,236 shares; 2025Q3: 17,127 shares; 2025Q4: 15,412 shares 15,412 $1.24M 0.04% -1,715 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: 4,063 shares; 2024Q4: 4,073 shares; 2025Q1: 3,811 shares; 2025Q2: 3,719 shares; 2025Q3: 3,594 shares; 2025Q4: 3,674 shares 3,674 $1.24M 0.04% +80 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,320 shares; 2025Q1: 3,712 shares; 2025Q2: 4,091 shares; 2025Q3: 4,290 shares; 2025Q4: 4,762 shares 4,762 $1.24M 0.04% +472 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,488 shares; 2024Q4: 15,956 shares; 2025Q1: 13,971 shares; 2025Q2: 13,015 shares; 2025Q3: not reported; 2025Q4: 32,542 shares 32,542 $1.24M 0.04% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,681 shares; 2024Q4: 25,723 shares; 2025Q1: 25,766 shares; 2025Q2: 25,820 shares; 2025Q3: 25,684 shares; 2025Q4: 26,334 shares 26,334 $1.23M 0.04% +650 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,474 shares; 2025Q3: 7,156 shares; 2025Q4: 42,702 shares 42,702 $1.22M 0.04% +35,546 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,055 shares; 2024Q4: 4,161 shares; 2025Q1: 4,370 shares; 2025Q2: 8,446 shares; 2025Q3: 8,688 shares; 2025Q4: 8,797 shares 8,797 $1.21M 0.04% +109 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,665 shares; 2024Q4: 278,458 shares; 2025Q1: 313,291 shares; 2025Q2: 310,549 shares; 2025Q3: 328,439 shares; 2025Q4: 129,822 shares 129,822 $1.2M 0.04% -198,617 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,712 shares; 2025Q3: 11,404 shares; 2025Q4: 31,390 shares 31,390 $1.2M 0.04% +19,986 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: 5,974 shares; 2024Q4: 5,816 shares; 2025Q1: 5,873 shares; 2025Q2: 5,757 shares; 2025Q3: 5,622 shares; 2025Q4: 6,078 shares 6,078 $1.19M 0.04% +456 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: 8,862 shares; 2024Q4: 13,561 shares; 2025Q1: 13,514 shares; 2025Q2: 8,518 shares; 2025Q3: 8,449 shares; 2025Q4: 14,407 shares 14,407 $1.18M 0.04% +5,958 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,555 shares; 2024Q4: 4,905 shares; 2025Q1: 4,905 shares; 2025Q2: 5,375 shares; 2025Q3: 11,725 shares; 2025Q4: 11,725 shares 11,725 $1.18M 0.04% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,915 shares; 2024Q4: 2,956 shares; 2025Q1: 4,173 shares; 2025Q2: 4,348 shares; 2025Q3: 4,786 shares; 2025Q4: 5,570 shares 5,570 $1.16M 0.04% +784 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,836 shares; 2024Q4: 3,838 shares; 2025Q1: 3,440 shares; 2025Q2: 3,441 shares; 2025Q3: 2,606 shares; 2025Q4: 4,124 shares 4,124 $1.15M 0.04% +1,518 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,728 shares; 2025Q4: 13,382 shares 13,382 $1.14M 0.04% +2,654 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,629 shares; 2024Q4: 22,922 shares; 2025Q1: 22,603 shares; 2025Q2: 16,631 shares; 2025Q3: 15,844 shares; 2025Q4: 16,898 shares 16,898 $1.14M 0.04% +1,054 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,713 shares; 2024Q4: 28,419 shares; 2025Q1: 33,792 shares; 2025Q2: 38,483 shares; 2025Q3: 41,413 shares; 2025Q4: 44,799 shares 44,799 $1.13M 0.04% +3,386 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: 11,451 shares; 2024Q4: 14,844 shares; 2025Q1: 15,509 shares; 2025Q2: 17,122 shares; 2025Q3: 22,707 shares; 2025Q4: 23,997 shares 23,997 $1.12M 0.04% +1,290 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,585 shares; 2024Q4: 5,487 shares; 2025Q1: 5,487 shares; 2025Q2: 6,467 shares; 2025Q3: 8,670 shares; 2025Q4: 7,808 shares 7,808 $1.11M 0.04% -862 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,419 shares; 2024Q4: 3,455 shares; 2025Q1: 3,443 shares; 2025Q2: 3,450 shares; 2025Q3: 7,537 shares; 2025Q4: 7,468 shares 7,468 $1.11M 0.04% -69 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: 1,801 shares; 2024Q4: 2,023 shares; 2025Q1: 3,027 shares; 2025Q2: 2,931 shares; 2025Q3: 2,202 shares; 2025Q4: 2,603 shares 2,603 $1.11M 0.04% +401 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,677 shares; 2024Q4: 13,471 shares; 2025Q1: 11,638 shares; 2025Q2: 9,917 shares; 2025Q3: 9,771 shares; 2025Q4: 9,688 shares 9,688 $1.1M 0.04% -83 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,871 shares; 2024Q4: 49,761 shares; 2025Q1: 57,296 shares; 2025Q2: 63,635 shares; 2025Q3: 67,455 shares; 2025Q4: 72,019 shares 72,019 $1.1M 0.04% +4,564 Timeline FDIS 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: 11,205 shares; 2024Q4: 8,927 shares; 2025Q1: 9,360 shares; 2025Q2: 8,999 shares; 2025Q3: 10,161 shares; 2025Q4: 10,647 shares 10,647 $1.09M 0.04% +486 Timeline FCOM 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: 14,671 shares; 2024Q4: 12,034 shares; 2025Q1: 12,471 shares; 2025Q2: 12,599 shares; 2025Q3: 14,152 shares; 2025Q4: 14,790 shares 14,790 $1.08M 0.04% +638 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: 12,637 shares; 2024Q4: 14,243 shares; 2025Q1: 10,978 shares; 2025Q2: 11,950 shares; 2025Q3: 12,858 shares; 2025Q4: 12,231 shares 12,231 $1.08M 0.04% -627 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,173 shares; 2024Q4: 11,860 shares; 2025Q1: 12,676 shares; 2025Q2: 12,709 shares; 2025Q3: 12,300 shares; 2025Q4: 18,240 shares 18,240 $1.07M 0.04% +5,940 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 reported; 2024Q4: not reported; 2025Q1: 482 shares; 2025Q2: 767 shares; 2025Q3: 941 shares; 2025Q4: 1,303 shares 1,303 $1.05M 0.04% +362 Timeline FIDU 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: 11,873 shares; 2024Q4: 10,119 shares; 2025Q1: 10,891 shares; 2025Q2: 10,436 shares; 2025Q3: 12,172 shares; 2025Q4: 12,777 shares 12,777 $1.05M 0.04% +605 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,451 shares; 2025Q3: 40,091 shares; 2025Q4: 42,304 shares 42,304 $1.05M 0.04% +2,213 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 reported; 2024Q4: not reported; 2025Q1: 6,901 shares; 2025Q2: 6,901 shares; 2025Q3: 6,484 shares; 2025Q4: 6,484 shares 6,484 $1.05M 0.04% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,006 shares; 2024Q4: 11,756 shares; 2025Q1: 11,756 shares; 2025Q2: 11,752 shares; 2025Q3: 11,464 shares; 2025Q4: 11,497 shares 11,497 $1.04M 0.04% +33 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,041 shares; 2024Q4: 3,508 shares; 2025Q1: 3,292 shares; 2025Q2: 3,314 shares; 2025Q3: 3,269 shares; 2025Q4: 3,325 shares 3,325 $1.04M 0.04% +56 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,030 shares; 2024Q4: 4,954 shares; 2025Q1: 4,929 shares; 2025Q2: 4,929 shares; 2025Q3: 5,086 shares; 2025Q4: 6,657 shares 6,657 $1.03M 0.04% +1,571 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: 5,733 shares; 2024Q4: 7,800 shares; 2025Q1: 7,607 shares; 2025Q2: 7,697 shares; 2025Q3: 7,003 shares; 2025Q4: 6,410 shares 6,410 $1.03M 0.04% -593 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 143 shares; 2025Q1: 145 shares; 2025Q2: 178 shares; 2025Q3: 179 shares; 2025Q4: 507 shares 507 $1.02M 0.04% +328 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: 6,486 shares; 2024Q4: 7,403 shares; 2025Q1: 10,269 shares; 2025Q2: 10,824 shares; 2025Q3: 28,391 shares; 2025Q4: 32,888 shares 32,888 $1.02M 0.04% +4,497 Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,840 shares; 2024Q4: 84,840 shares; 2025Q1: 82,335 shares; 2025Q2: 87,115 shares; 2025Q3: 109,365 shares; 2025Q4: 113,565 shares 113,565 $1.02M 0.04% +4,200 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,160 shares; 2024Q4: 127,845 shares; 2025Q1: 132,745 shares; 2025Q2: 155,395 shares; 2025Q3: 186,294 shares; 2025Q4: 138,566 shares 138,566 $1.01M 0.04% -47,728 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: 6,621 shares; 2024Q4: 6,807 shares; 2025Q1: 6,710 shares; 2025Q2: 6,683 shares; 2025Q3: 6,683 shares; 2025Q4: 6,681 shares 6,681 $1.01M 0.04% -2 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: 7,539 shares; 2024Q4: 7,816 shares; 2025Q1: 11,684 shares; 2025Q2: 11,193 shares; 2025Q3: 10,222 shares; 2025Q4: 10,521 shares 10,521 $1.01M 0.04% +299 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,555 shares; 2025Q4: 15,588 shares 15,588 $1.01M 0.04% +4,033 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,687 shares 18,687 $1.01M 0.04% new 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: 4,814 shares; 2024Q4: 4,742 shares; 2025Q1: 5,122 shares; 2025Q2: 4,999 shares; 2025Q3: 4,812 shares; 2025Q4: 4,806 shares 4,806 $1M 0.04% -6 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,893 shares; 2024Q4: 15,304 shares; 2025Q1: 14,417 shares; 2025Q2: 14,860 shares; 2025Q3: 15,798 shares; 2025Q4: 14,429 shares 14,429 $1M 0.04% -1,369 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: 21,694 shares; 2024Q4: 21,963 shares; 2025Q1: 21,962 shares; 2025Q2: 6,262 shares; 2025Q3: 6,120 shares; 2025Q4: 5,781 shares 5,781 $1M 0.04% -339 Timeline FHLC 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: 15,196 shares; 2024Q4: 11,897 shares; 2025Q1: 12,740 shares; 2025Q2: 14,182 shares; 2025Q3: 13,204 shares; 2025Q4: 13,274 shares 13,274 $986K 0.03% +70 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,771 shares; 2024Q4: 8,989 shares; 2025Q1: 8,722 shares; 2025Q2: 8,347 shares; 2025Q3: 4,775 shares; 2025Q4: 4,775 shares 4,775 $981K 0.03% 0 Timeline MMKT TEXAS CAPITAL FUNDS TRUST More: the full row for TEXAS CAPITAL FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,474 shares 9,474 $949K 0.03% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,102 shares 14,102 $945K 0.03% new 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: 88,842 shares; 2024Q4: 85,238 shares; 2025Q1: 80,370 shares; 2025Q2: 74,853 shares; 2025Q3: 70,774 shares; 2025Q4: 71,874 shares 71,874 $943K 0.03% +1,100 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: 32,551 shares; 2024Q4: 29,455 shares; 2025Q1: 28,746 shares; 2025Q2: 27,136 shares; 2025Q3: 26,817 shares; 2025Q4: 26,851 shares 26,851 $933K 0.03% +34 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: 11,631 shares; 2024Q4: 11,240 shares; 2025Q1: 10,952 shares; 2025Q2: 9,919 shares; 2025Q3: 9,457 shares; 2025Q4: 11,484 shares 11,484 $932K 0.03% +2,027 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,956 shares; 2024Q4: 5,016 shares; 2025Q1: 4,952 shares; 2025Q2: 4,969 shares; 2025Q3: 5,044 shares; 2025Q4: 8,061 shares 8,061 $929K 0.03% +3,017 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,593 shares; 2025Q3: 7,355 shares; 2025Q4: 7,878 shares 7,878 $926K 0.03% +523 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,420 shares; 2024Q4: 35,584 shares; 2025Q1: 33,632 shares; 2025Q2: 33,632 shares; 2025Q3: 38,953 shares; 2025Q4: 38,953 shares 38,953 $922K 0.03% 0 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: 18,669 shares; 2024Q4: 18,425 shares; 2025Q1: 19,570 shares; 2025Q2: 8,847 shares; 2025Q3: 9,570 shares; 2025Q4: 9,473 shares 9,473 $921K 0.03% -97 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,607 shares; 2024Q4: 5,063 shares; 2025Q1: 5,052 shares; 2025Q2: 5,148 shares; 2025Q3: 5,152 shares; 2025Q4: 5,411 shares 5,411 $909K 0.03% +259 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,121 shares; 2024Q4: 5,192 shares; 2025Q1: 5,150 shares; 2025Q2: 4,840 shares; 2025Q3: 5,421 shares; 2025Q4: 5,585 shares 5,585 $898K 0.03% +164 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,206 shares; 2024Q4: 5,208 shares; 2025Q1: 6,090 shares; 2025Q2: 6,090 shares; 2025Q3: 6,339 shares; 2025Q4: 6,349 shares 6,349 $896K 0.03% +10 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: 13,706 shares; 2024Q4: 15,070 shares; 2025Q1: 14,909 shares; 2025Q2: 15,283 shares; 2025Q3: 15,893 shares; 2025Q4: 15,534 shares 15,534 $896K 0.03% -359 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,474 shares; 2024Q4: 34,488 shares; 2025Q1: 32,532 shares; 2025Q2: 32,532 shares; 2025Q3: 37,846 shares; 2025Q4: 37,846 shares 37,846 $895K 0.03% 0 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: 12,313 shares; 2024Q4: 10,460 shares; 2025Q1: 10,841 shares; 2025Q2: 10,819 shares; 2025Q3: 10,441 shares; 2025Q4: 10,447 shares 10,447 $884K 0.03% +6 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,985 shares; 2024Q4: 22,143 shares; 2025Q1: 20,315 shares; 2025Q2: 15,164 shares; 2025Q3: 15,734 shares; 2025Q4: 11,267 shares 11,267 $878K 0.03% -4,467 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,729 shares; 2024Q4: 6,597 shares; 2025Q1: 6,065 shares; 2025Q2: 6,052 shares; 2025Q3: 5,782 shares; 2025Q4: 5,872 shares 5,872 $875K 0.03% +90 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,002 shares; 2024Q4: 9,303 shares; 2025Q1: 9,265 shares; 2025Q2: 9,266 shares; 2025Q3: 9,961 shares; 2025Q4: 19,138 shares 19,138 $868K 0.03% +9,177 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,120 shares; 2024Q4: 9,434 shares; 2025Q1: 10,058 shares; 2025Q2: 26,601 shares; 2025Q3: 21,378 shares; 2025Q4: 20,616 shares 20,616 $867K 0.03% -762 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,462 shares; 2025Q3: 3,475 shares; 2025Q4: 3,515 shares 3,515 $854K 0.03% +40 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 3,670 shares; 2025Q1: 3,447 shares; 2025Q2: 3,472 shares; 2025Q3: 3,044 shares; 2025Q4: 3,073 shares 3,073 $846K 0.03% +29 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 708 shares; 2025Q1: 1,215 shares; 2025Q2: 1,323 shares; 2025Q3: 1,461 shares; 2025Q4: 1,519 shares 1,519 $840K 0.03% +58 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,008 shares; 2024Q4: 7,895 shares; 2025Q1: 7,595 shares; 2025Q2: 7,175 shares; 2025Q3: 6,985 shares; 2025Q4: 6,790 shares 6,790 $837K 0.03% -195 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: 10,283 shares; 2024Q4: 10,313 shares; 2025Q1: 10,995 shares; 2025Q2: 10,716 shares; 2025Q3: 10,635 shares; 2025Q4: 11,358 shares 11,358 $835K 0.03% +723 Timeline FLRN 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: 29,257 shares; 2024Q4: 28,996 shares; 2025Q1: 29,008 shares; 2025Q2: 29,106 shares; 2025Q3: 28,152 shares; 2025Q4: 26,854 shares 26,854 $825K 0.03% -1,298 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,838 shares; 2024Q4: 2,993 shares; 2025Q1: 2,985 shares; 2025Q2: 3,015 shares; 2025Q3: 3,033 shares; 2025Q4: 3,133 shares 3,133 $823K 0.03% +100 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,878 shares; 2024Q4: 1,864 shares; 2025Q1: 7,665 shares; 2025Q2: 7,341 shares; 2025Q3: 7,334 shares; 2025Q4: 7,908 shares 7,908 $810K 0.03% +574 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,920 shares; 2024Q4: 3,020 shares; 2025Q1: 2,920 shares; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares; 2025Q4: 3,319 shares 3,319 $801K 0.03% +49 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,125 shares; 2024Q4: 44,125 shares; 2025Q1: 44,125 shares; 2025Q2: 49,833 shares; 2025Q3: 49,833 shares; 2025Q4: 40,809 shares 40,809 $799K 0.03% -9,024 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: 6,468 shares; 2024Q4: 5,883 shares; 2025Q1: 6,034 shares; 2025Q2: 6,036 shares; 2025Q3: 6,194 shares; 2025Q4: 6,194 shares 6,194 $798K 0.03% 0 Timeline HEFA 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: 274,426 shares; 2024Q4: 317,564 shares; 2025Q1: 319,471 shares; 2025Q2: 281,103 shares; 2025Q3: 20,160 shares; 2025Q4: 19,293 shares 19,293 $798K 0.03% -867 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 470 shares; 2025Q1: 502 shares; 2025Q2: 594 shares; 2025Q3: 699 shares; 2025Q4: 735 shares 735 $787K 0.03% +36 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: 3,475 shares; 2024Q4: 3,260 shares; 2025Q1: 5,801 shares; 2025Q2: 5,742 shares; 2025Q3: 5,747 shares; 2025Q4: 6,100 shares 6,100 $786K 0.03% +353 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: 389 shares; 2024Q4: 346 shares; 2025Q1: 432 shares; 2025Q2: 407 shares; 2025Q3: 491 shares; 2025Q4: 770 shares 770 $777K 0.03% +279 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,370 shares; 2025Q3: 23,855 shares; 2025Q4: 23,855 shares 23,855 $775K 0.03% 0 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: 6,591 shares; 2024Q4: 14,636 shares; 2025Q1: 13,866 shares; 2025Q2: 16,451 shares; 2025Q3: 15,428 shares; 2025Q4: 15,640 shares 15,640 $774K 0.03% +212 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,520 shares; 2025Q2: 25,661 shares; 2025Q3: 27,661 shares; 2025Q4: 28,173 shares 28,173 $771K 0.03% +512 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: 2,902 shares; 2024Q4: 2,994 shares; 2025Q1: 2,994 shares; 2025Q2: 3,184 shares; 2025Q3: 4,093 shares; 2025Q4: 4,153 shares 4,153 $768K 0.03% +60 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,534 shares; 2025Q3: not reported; 2025Q4: 3,496 shares 3,496 $767K 0.03% new 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: 14,975 shares; 2024Q4: 11,690 shares; 2025Q1: 10,915 shares; 2025Q2: 10,200 shares; 2025Q3: 9,415 shares; 2025Q4: 9,605 shares 9,605 $762K 0.03% +190 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: 10,111 shares; 2024Q4: 9,914 shares; 2025Q1: 8,947 shares; 2025Q2: 5,663 shares; 2025Q3: 4,366 shares; 2025Q4: 4,684 shares 4,684 $762K 0.03% +318 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,213 shares; 2025Q1: 1,189 shares; 2025Q2: 1,177 shares; 2025Q3: 1,171 shares; 2025Q4: 1,142 shares 1,142 $756K 0.03% -29 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: 4,704 shares; 2024Q4: 4,642 shares; 2025Q1: 4,343 shares; 2025Q2: 4,576 shares; 2025Q3: 4,536 shares; 2025Q4: 4,476 shares 4,476 $755K 0.03% -60 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.03% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,405 shares; 2024Q4: 8,404 shares; 2025Q1: 8,361 shares; 2025Q2: 8,360 shares; 2025Q3: 8,360 shares; 2025Q4: 8,360 shares 8,360 $752K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,648 shares; 2025Q4: 12,716 shares 12,716 $739K 0.03% +8,068 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,090 shares; 2024Q4: 7,792 shares; 2025Q1: 6,961 shares; 2025Q2: 6,064 shares; 2025Q3: 5,411 shares; 2025Q4: 5,401 shares 5,401 $738K 0.03% -10 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,404 shares 6,404 $737K 0.03% new 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: 5,342 shares; 2024Q4: 5,438 shares; 2025Q1: 5,580 shares; 2025Q2: 5,443 shares; 2025Q3: 5,437 shares; 2025Q4: 12,980 shares 12,980 $732K 0.03% +7,543 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,329 shares; 2024Q4: 5,256 shares; 2025Q1: 5,075 shares; 2025Q2: 4,969 shares; 2025Q3: 5,105 shares; 2025Q4: 4,918 shares 4,918 $729K 0.03% -187 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,499 shares; 2024Q4: 10,826 shares; 2025Q1: 9,938 shares; 2025Q2: 10,747 shares; 2025Q3: 11,094 shares; 2025Q4: 12,445 shares 12,445 $727K 0.03% +1,351 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: 1,855 shares; 2024Q4: 1,175 shares; 2025Q1: 1,132 shares; 2025Q2: 1,143 shares; 2025Q3: 1,210 shares; 2025Q4: 1,250 shares 1,250 $724K 0.03% +40 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,450 shares; 2024Q4: 99,800 shares; 2025Q1: 102,400 shares; 2025Q2: 80,150 shares; 2025Q3: 78,050 shares; 2025Q4: 63,077 shares 63,077 $723K 0.03% -14,973 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: 3,498 shares; 2025Q1: 3,498 shares; 2025Q2: 3,498 shares; 2025Q3: 3,552 shares; 2025Q4: 3,498 shares 3,498 $722K 0.03% -54 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: 12,688 shares; 2024Q4: 12,046 shares; 2025Q1: 11,938 shares; 2025Q2: 6,440 shares; 2025Q3: 5,685 shares; 2025Q4: 7,155 shares 7,155 $714K 0.03% +1,470 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,385 shares; 2025Q1: 3,261 shares; 2025Q2: 3,261 shares; 2025Q3: 3,201 shares; 2025Q4: 3,089 shares 3,089 $707K 0.02% -112 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $706K 0.02% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,671 shares; 2025Q1: 1,666 shares; 2025Q2: 1,669 shares; 2025Q3: 1,671 shares; 2025Q4: 1,672 shares 1,672 $706K 0.02% +1 Timeline FUMB 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 28,257 shares; 2025Q4: 35,150 shares 35,150 $705K 0.02% +6,893 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 826 shares; 2025Q1: 733 shares; 2025Q2: 766 shares; 2025Q3: 661 shares; 2025Q4: 1,240 shares 1,240 $704K 0.02% +579 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: 1,841 shares; 2024Q4: 1,908 shares; 2025Q1: 1,877 shares; 2025Q2: 1,894 shares; 2025Q3: 1,897 shares; 2025Q4: 1,980 shares 1,980 $696K 0.02% +83 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: 2,758 shares; 2024Q4: 2,809 shares; 2025Q1: 2,771 shares; 2025Q2: 2,781 shares; 2025Q3: 2,781 shares; 2025Q4: 2,818 shares 2,818 $694K 0.02% +37 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,858 shares; 2024Q4: 2,868 shares; 2025Q1: not reported; 2025Q2: 10,652 shares; 2025Q3: 7,754 shares; 2025Q4: 7,748 shares 7,748 $694K 0.02% -6 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,386 shares; 2024Q4: 3,177 shares; 2025Q1: 3,079 shares; 2025Q2: 3,074 shares; 2025Q3: 2,711 shares; 2025Q4: 2,706 shares 2,706 $693K 0.02% -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: 2,725 shares; 2024Q4: 2,806 shares; 2025Q1: 2,722 shares; 2025Q2: 2,693 shares; 2025Q3: 2,739 shares; 2025Q4: 2,685 shares 2,685 $691K 0.02% -54 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,708 shares; 2024Q4: 12,297 shares; 2025Q1: 7,535 shares; 2025Q2: 7,173 shares; 2025Q3: 6,189 shares; 2025Q4: 7,723 shares 7,723 $691K 0.02% +1,534 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,657 shares 27,657 $686K 0.02% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,238 shares; 2025Q4: 4,780 shares 4,780 $686K 0.02% +1,542 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 640 shares; 2025Q1: 631 shares; 2025Q2: 563 shares; 2025Q3: 2,199 shares; 2025Q4: 1,760 shares 1,760 $685K 0.02% -439 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,688 shares; 2024Q4: 3,897 shares; 2025Q1: 2,136 shares; 2025Q2: 2,170 shares; 2025Q3: 3,363 shares; 2025Q4: 5,356 shares 5,356 $684K 0.02% +1,993 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,828 shares 15,828 $680K 0.02% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 471 shares; 2025Q1: 454 shares; 2025Q2: 472 shares; 2025Q3: 480 shares; 2025Q4: 488 shares 488 $680K 0.02% +8 Timeline CTM CASTELLUM INC More: the full row for CASTELLUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604,700 shares; 2024Q4: 589,400 shares; 2025Q1: 580,800 shares; 2025Q2: 616,800 shares; 2025Q3: 684,600 shares; 2025Q4: 745,150 shares 745,150 $673K 0.02% +60,550 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,297 shares; 2025Q4: 30,339 shares 30,339 $672K 0.02% +42 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: 2,737 shares; 2024Q4: 2,507 shares; 2025Q1: 2,502 shares; 2025Q2: 2,610 shares; 2025Q3: 2,285 shares; 2025Q4: 2,319 shares 2,319 $668K 0.02% +34 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: 5,482 shares; 2024Q4: 5,510 shares; 2025Q1: 5,600 shares; 2025Q2: 5,240 shares; 2025Q3: 5,233 shares; 2025Q4: 4,787 shares 4,787 $666K 0.02% -446 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,913 shares; 2024Q4: 11,953 shares; 2025Q1: 9,782 shares; 2025Q2: 9,396 shares; 2025Q3: 8,842 shares; 2025Q4: 8,417 shares 8,417 $665K 0.02% -425 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: 9,398 shares; 2024Q4: 9,036 shares; 2025Q1: 8,150 shares; 2025Q2: 7,600 shares; 2025Q3: 8,108 shares; 2025Q4: 8,092 shares 8,092 $659K 0.02% -16 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: 1,770 shares; 2024Q4: 1,769 shares; 2025Q1: 1,768 shares; 2025Q2: 1,773 shares; 2025Q3: 2,273 shares; 2025Q4: 2,274 shares 2,274 $657K 0.02% +1 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,374 shares; 2024Q4: 15,457 shares; 2025Q1: 17,355 shares; 2025Q2: 17,419 shares; 2025Q3: 17,124 shares; 2025Q4: 17,734 shares 17,734 $652K 0.02% +610 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: 9,815 shares; 2024Q4: 6,056 shares; 2025Q1: 6,192 shares; 2025Q2: 5,069 shares; 2025Q3: 5,135 shares; 2025Q4: 6,521 shares 6,521 $652K 0.02% +1,386 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,190 shares; 2024Q4: 22,424 shares; 2025Q1: 23,829 shares; 2025Q2: 23,800 shares; 2025Q3: 23,920 shares; 2025Q4: 23,935 shares 23,935 $649K 0.02% +15 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,009 shares; 2025Q2: 2,348 shares; 2025Q3: 3,278 shares; 2025Q4: 3,448 shares 3,448 $649K 0.02% +170 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: 1,872 shares; 2024Q4: 1,873 shares; 2025Q1: 1,898 shares; 2025Q2: 1,899 shares; 2025Q3: 4,935 shares; 2025Q4: 4,925 shares 4,925 $648K 0.02% -10 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,543 shares; 2025Q4: 7,397 shares 7,397 $643K 0.02% +854 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,514 shares; 2025Q2: 5,759 shares; 2025Q3: 8,789 shares; 2025Q4: 12,189 shares 12,189 $643K 0.02% +3,400 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 reported; 2024Q4: 5,336 shares; 2025Q1: 5,898 shares; 2025Q2: 5,886 shares; 2025Q3: 5,794 shares; 2025Q4: 7,244 shares 7,244 $640K 0.02% +1,450 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,018 shares; 2025Q3: 3,065 shares; 2025Q4: 8,866 shares 8,866 $635K 0.02% +5,801 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,252 shares; 2024Q4: 17,252 shares; 2025Q1: 22,576 shares; 2025Q2: 22,576 shares; 2025Q3: 22,576 shares; 2025Q4: 26,834 shares 26,834 $631K 0.02% +4,258 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,081 shares; 2024Q4: 8,226 shares; 2025Q1: 7,677 shares; 2025Q2: 4,745 shares; 2025Q3: 4,555 shares; 2025Q4: 4,463 shares 4,463 $630K 0.02% -92 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,760 shares; 2024Q4: 19,760 shares; 2025Q1: 19,260 shares; 2025Q2: 29,030 shares; 2025Q3: 32,304 shares; 2025Q4: 35,827 shares 35,827 $629K 0.02% +3,523 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,105 shares; 2024Q4: 23,500 shares; 2025Q1: 27,886 shares; 2025Q2: 25,003 shares; 2025Q3: 36,902 shares; 2025Q4: 12,528 shares 12,528 $625K 0.02% -24,374 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,339 shares; 2024Q4: 16,339 shares; 2025Q1: 21,739 shares; 2025Q2: 26,155 shares; 2025Q3: 26,155 shares; 2025Q4: 26,955 shares 26,955 $624K 0.02% +800 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,942 shares; 2024Q4: 3,956 shares; 2025Q1: 3,960 shares; 2025Q2: 3,914 shares; 2025Q3: 3,825 shares; 2025Q4: 3,840 shares 3,840 $622K 0.02% +15 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 625 shares; 2025Q1: 740 shares; 2025Q2: 959 shares; 2025Q3: 1,118 shares; 2025Q4: 1,214 shares 1,214 $620K 0.02% +96 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: 2,844 shares; 2024Q4: 2,755 shares; 2025Q1: 3,132 shares; 2025Q2: 3,284 shares; 2025Q3: 3,461 shares; 2025Q4: 3,799 shares 3,799 $620K 0.02% +338 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 162 shares; 2025Q3: 136 shares; 2025Q4: 183 shares 183 $619K 0.02% +47 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: 1,720 shares; 2024Q4: 1,786 shares; 2025Q1: 2,048 shares; 2025Q2: 2,468 shares; 2025Q3: 2,759 shares; 2025Q4: 3,072 shares 3,072 $619K 0.02% +313 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,876 shares; 2024Q4: 40,276 shares; 2025Q1: 48,476 shares; 2025Q2: 48,776 shares; 2025Q3: 7,776 shares; 2025Q4: 7,676 shares 7,676 $617K 0.02% -100 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,510 shares; 2025Q2: 2,103 shares; 2025Q3: 2,636 shares; 2025Q4: 3,037 shares 3,037 $616K 0.02% +401 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,341 shares; 2024Q4: 8,747 shares; 2025Q1: 7,181 shares; 2025Q2: 6,476 shares; 2025Q3: 5,379 shares; 2025Q4: 5,384 shares 5,384 $612K 0.02% +5 Timeline SPHY 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: 157,063 shares; 2024Q4: 174,231 shares; 2025Q1: 204,556 shares; 2025Q2: 203,272 shares; 2025Q3: 221,820 shares; 2025Q4: 25,768 shares 25,768 $610K 0.02% -196,052 Timeline FXG 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: 11,256 shares; 2024Q4: 11,049 shares; 2025Q1: 11,049 shares; 2025Q2: 11,049 shares; 2025Q3: 11,049 shares; 2025Q4: 10,029 shares 10,029 $609K 0.02% -1,020 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: 2,412 shares; 2024Q4: 2,412 shares; 2025Q1: 2,412 shares; 2025Q2: 2,412 shares; 2025Q3: 6,464 shares; 2025Q4: 6,534 shares 6,534 $604K 0.02% +70 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 8,300 shares; 2025Q3: 8,300 shares; 2025Q4: 8,300 shares 8,300 $604K 0.02% 0 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,433 shares; 2025Q2: 18,326 shares; 2025Q3: 18,326 shares; 2025Q4: 27,412 shares 27,412 $604K 0.02% +9,086 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,008 shares 9,008 $594K 0.02% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,510 shares; 2024Q4: 3,276 shares; 2025Q1: 3,353 shares; 2025Q2: 3,353 shares; 2025Q3: 3,352 shares; 2025Q4: 3,352 shares 3,352 $582K 0.02% 0 Timeline DEFR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,758 shares 21,758 $581K 0.02% new Timeline FSTA 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: 15,900 shares; 2024Q4: 13,211 shares; 2025Q1: 12,439 shares; 2025Q2: 12,508 shares; 2025Q3: 11,587 shares; 2025Q4: 11,791 shares 11,791 $580K 0.02% +204 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: 6,308 shares; 2024Q4: 6,255 shares; 2025Q1: 6,115 shares; 2025Q2: 6,108 shares; 2025Q3: 6,105 shares; 2025Q4: 6,143 shares 6,143 $578K 0.02% +38 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,481 shares 1,481 $576K 0.02% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,510 shares; 2024Q4: 6,510 shares; 2025Q1: 5,510 shares; 2025Q2: 5,510 shares; 2025Q3: 5,510 shares; 2025Q4: 5,036 shares 5,036 $573K 0.02% -474 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,167 shares; 2025Q1: 1,337 shares; 2025Q2: 1,261 shares; 2025Q3: 1,234 shares; 2025Q4: 1,615 shares 1,615 $570K 0.02% +381 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,692 shares; 2024Q4: 23,141 shares; 2025Q1: 22,174 shares; 2025Q2: 21,744 shares; 2025Q3: 22,220 shares; 2025Q4: 10,514 shares 10,514 $567K 0.02% -11,706 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: 9,689 shares; 2024Q4: 9,876 shares; 2025Q1: 9,959 shares; 2025Q2: 10,268 shares; 2025Q3: 10,550 shares; 2025Q4: 10,609 shares 10,609 $566K 0.02% +59 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 5,317 shares; 2025Q1: 6,307 shares; 2025Q2: 6,681 shares; 2025Q3: 6,111 shares; 2025Q4: 6,008 shares 6,008 $562K 0.02% -103 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,808 shares; 2024Q4: 4,808 shares; 2025Q1: 4,808 shares; 2025Q2: 4,808 shares; 2025Q3: 7,901 shares; 2025Q4: 8,346 shares 8,346 $560K 0.02% +445 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: 92,422 shares; 2024Q4: 87,746 shares; 2025Q1: 51,900 shares; 2025Q2: 54,110 shares; 2025Q3: 55,158 shares; 2025Q4: 56,111 shares 56,111 $559K 0.02% +953 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,504 shares 7,504 $555K 0.02% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: 2,204 shares; 2025Q1: 2,172 shares; 2025Q2: 2,141 shares; 2025Q3: 2,121 shares; 2025Q4: 2,031 shares 2,031 $555K 0.02% -90 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,372 shares; 2024Q4: 5,714 shares; 2025Q1: 5,928 shares; 2025Q2: 4,546 shares; 2025Q3: 4,757 shares; 2025Q4: 5,390 shares 5,390 $553K 0.02% +633 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,457 shares 2,457 $553K 0.02% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,959 shares; 2024Q4: 6,023 shares; 2025Q1: 5,925 shares; 2025Q2: 5,888 shares; 2025Q3: 5,759 shares; 2025Q4: 7,199 shares 7,199 $552K 0.02% +1,440 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,690 shares; 2025Q1: 1,692 shares; 2025Q2: 1,661 shares; 2025Q3: 1,616 shares; 2025Q4: 1,627 shares 1,627 $550K 0.02% +11 Timeline IVOG 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: 5,563 shares; 2024Q4: 4,442 shares; 2025Q1: 4,443 shares; 2025Q2: 4,450 shares; 2025Q3: 4,450 shares; 2025Q4: 4,570 shares 4,570 $549K 0.02% +120 Timeline HEDJ 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: 11,253 shares; 2024Q4: 10,318 shares; 2025Q1: 10,312 shares; 2025Q2: 10,312 shares; 2025Q3: 10,312 shares; 2025Q4: 10,312 shares 10,312 $547K 0.02% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,311 shares; 2024Q4: 5,111 shares; 2025Q1: 5,111 shares; 2025Q2: 5,123 shares; 2025Q3: 5,224 shares; 2025Q4: 5,485 shares 5,485 $542K 0.02% +261 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: 12,795 shares; 2024Q4: 12,947 shares; 2025Q1: 13,992 shares; 2025Q2: 12,990 shares; 2025Q3: 13,940 shares; 2025Q4: 16,699 shares 16,699 $535K 0.02% +2,759 Timeline IVOV 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: 4,379 shares; 2024Q4: 4,454 shares; 2025Q1: 4,465 shares; 2025Q2: 4,521 shares; 2025Q3: 5,198 shares; 2025Q4: 5,292 shares 5,292 $535K 0.02% +94 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 564 shares; 2025Q4: 867 shares 867 $530K 0.02% +303 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: 2,217 shares; 2024Q4: 2,230 shares; 2025Q1: 2,224 shares; 2025Q2: 2,324 shares; 2025Q3: 2,393 shares; 2025Q4: 2,461 shares 2,461 $528K 0.02% +68 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: 757 shares; 2024Q4: 897 shares; 2025Q1: 923 shares; 2025Q2: 942 shares; 2025Q3: 1,128 shares; 2025Q4: 1,163 shares 1,163 $528K 0.02% +35 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,080 shares; 2025Q4: 13,695 shares 13,695 $526K 0.02% +3,615 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 2,217 shares; 2025Q1: 2,038 shares; 2025Q2: 2,595 shares; 2025Q3: 2,594 shares; 2025Q4: 2,523 shares 2,523 $525K 0.02% -71 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,478 shares; 2024Q4: 6,478 shares; 2025Q1: 6,478 shares; 2025Q2: 6,478 shares; 2025Q3: 6,478 shares; 2025Q4: 6,478 shares 6,478 $525K 0.02% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,325 shares; 2024Q4: 1,591 shares; 2025Q1: 1,675 shares; 2025Q2: 1,798 shares; 2025Q3: 2,262 shares; 2025Q4: 2,691 shares 2,691 $523K 0.02% +429 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,174 shares; 2025Q1: 5,582 shares; 2025Q2: 9,211 shares; 2025Q3: 11,486 shares; 2025Q4: 13,290 shares 13,290 $515K 0.02% +1,804 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,322 shares; 2025Q1: 1,322 shares; 2025Q2: 1,322 shares; 2025Q3: 1,322 shares; 2025Q4: 1,322 shares 1,322 $511K 0.02% 0 Timeline ASCE ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,837 shares 18,837 $505K 0.02% new 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: 20,907 shares; 2024Q4: 16,274 shares; 2025Q1: 7,430 shares; 2025Q2: 6,745 shares; 2025Q3: 10,308 shares; 2025Q4: 9,991 shares 9,991 $499K 0.02% -317 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,378 shares; 2024Q4: 3,378 shares; 2025Q1: 3,378 shares; 2025Q2: 3,378 shares; 2025Q3: 3,505 shares; 2025Q4: 3,505 shares 3,505 $498K 0.02% 0 Timeline