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: 196,734 shares; 2024Q4: 525,276 shares; 2025Q1: 537,697 shares; 2025Q2: 608,670 shares; 2025Q3: 666,085 shares; 2025Q4: 672,747 shares 672,747 $67.5M 5.36% +6,662 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: 152,821 shares; 2024Q4: 208,367 shares; 2025Q1: 286,569 shares; 2025Q2: 331,880 shares; 2025Q3: 430,160 shares; 2025Q4: 522,585 shares 522,585 $41.9M 3.33% +92,425 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: 347,579 shares; 2024Q4: 454,685 shares; 2025Q1: 541,721 shares; 2025Q2: 611,808 shares; 2025Q3: 661,469 shares; 2025Q4: 695,651 shares 695,651 $39.5M 3.14% +34,182 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: 75,004 shares; 2024Q4: 97,283 shares; 2025Q1: 114,869 shares; 2025Q2: 122,248 shares; 2025Q3: 127,249 shares; 2025Q4: 136,475 shares 136,475 $37.8M 3% +9,226 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: 102,145 shares; 2024Q4: 111,599 shares; 2025Q1: 114,121 shares; 2025Q2: 117,286 shares; 2025Q3: 118,714 shares; 2025Q4: 130,648 shares 130,648 $35.5M 2.82% +11,934 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: 459,213 shares; 2024Q4: 686,681 shares; 2025Q1: 969,919 shares; 2025Q2: 1,116,372 shares; 2025Q3: 1,276,992 shares; 2025Q4: 1,331,110 shares 1,331,110 $26.1M 2.07% +54,118 Timeline BSCR 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: 412,181 shares; 2024Q4: 666,521 shares; 2025Q1: 938,764 shares; 2025Q2: 1,085,086 shares; 2025Q3: 1,241,866 shares; 2025Q4: 1,308,480 shares 1,308,480 $25.8M 2.05% +66,614 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: 39,694 shares; 2024Q4: 42,472 shares; 2025Q1: 48,533 shares; 2025Q2: 48,627 shares; 2025Q3: 51,132 shares; 2025Q4: 51,905 shares 51,905 $25.1M 1.99% +773 Timeline BSCS 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: 387,957 shares; 2024Q4: 599,401 shares; 2025Q1: 848,590 shares; 2025Q2: 995,005 shares; 2025Q3: 1,135,738 shares; 2025Q4: 1,205,018 shares 1,205,018 $24.8M 1.97% +69,280 Timeline BSCT 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: 459,318 shares; 2024Q4: 677,785 shares; 2025Q1: 949,875 shares; 2025Q2: 1,092,507 shares; 2025Q3: 1,226,776 shares; 2025Q4: 1,295,196 shares 1,295,196 $24.4M 1.94% +68,420 Timeline BSCU 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: 448,054 shares; 2024Q4: 669,352 shares; 2025Q1: 968,947 shares; 2025Q2: 1,123,513 shares; 2025Q3: 1,285,809 shares; 2025Q4: 1,351,092 shares 1,351,092 $22.9M 1.81% +65,283 Timeline BSCV 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: 183,862 shares; 2024Q4: 450,836 shares; 2025Q1: 861,146 shares; 2025Q2: 1,037,074 shares; 2025Q3: 1,257,278 shares; 2025Q4: 1,367,029 shares 1,367,029 $22.8M 1.81% +109,751 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: 57,542 shares; 2024Q4: 56,401 shares; 2025Q1: 51,452 shares; 2025Q2: 48,030 shares; 2025Q3: 45,834 shares; 2025Q4: 45,220 shares 45,220 $22.1M 1.75% -614 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,837 shares; 2024Q4: 107,152 shares; 2025Q1: 109,224 shares; 2025Q2: 111,979 shares; 2025Q3: 113,906 shares; 2025Q4: 115,309 shares 115,309 $21.5M 1.71% +1,403 Timeline BSCW 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: 25,624 shares; 2024Q4: 25,964 shares; 2025Q1: 30,286 shares; 2025Q2: 34,846 shares; 2025Q3: 38,472 shares; 2025Q4: 918,123 shares 918,123 $19.2M 1.52% +879,651 Timeline JPEF 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: 94,974 shares; 2024Q4: 145,558 shares; 2025Q1: 207,484 shares; 2025Q2: 227,618 shares; 2025Q3: 223,779 shares; 2025Q4: 232,019 shares 232,019 $17.3M 1.38% +8,240 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: 79,598 shares; 2024Q4: 95,676 shares; 2025Q1: 126,198 shares; 2025Q2: 203,228 shares; 2025Q3: 292,287 shares; 2025Q4: 349,607 shares 349,607 $15.5M 1.23% +57,320 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,289 shares; 2024Q4: 27,508 shares; 2025Q1: 27,022 shares; 2025Q2: 22,771 shares; 2025Q3: 22,632 shares; 2025Q4: 22,067 shares 22,067 $15M 1.19% -565 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: 26,242 shares; 2024Q4: 45,375 shares; 2025Q1: 47,495 shares; 2025Q2: 35,594 shares; 2025Q3: 45,745 shares; 2025Q4: 46,055 shares 46,055 $14.4M 1.14% +310 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: 60,516 shares; 2024Q4: 60,098 shares; 2025Q1: 60,808 shares; 2025Q2: 61,498 shares; 2025Q3: 59,880 shares; 2025Q4: 59,225 shares 59,225 $12.3M 0.97% -655 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: 21,952 shares; 2024Q4: 24,923 shares; 2025Q1: 24,929 shares; 2025Q2: 25,718 shares; 2025Q3: 25,919 shares; 2025Q4: 27,861 shares 27,861 $11M 0.88% +1,942 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: 57,412 shares; 2024Q4: 59,502 shares; 2025Q1: 58,392 shares; 2025Q2: 43,011 shares; 2025Q3: 44,827 shares; 2025Q4: 47,622 shares 47,622 $11M 0.87% +2,795 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: 212,311 shares; 2024Q4: 322,342 shares; 2025Q1: 334,935 shares; 2025Q2: 288,909 shares; 2025Q3: 222,217 shares; 2025Q4: 176,448 shares 176,448 $10.6M 0.84% -45,769 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: 105,859 shares; 2024Q4: 106,524 shares; 2025Q1: 107,198 shares; 2025Q2: 111,733 shares; 2025Q3: 108,061 shares; 2025Q4: 109,629 shares 109,629 $10.3M 0.82% +1,568 Timeline RWL 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: 71,989 shares; 2024Q4: 76,374 shares; 2025Q1: 76,856 shares; 2025Q2: 76,587 shares; 2025Q3: 79,442 shares; 2025Q4: 83,759 shares 83,759 $9.59M 0.76% +4,317 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: 33,784 shares; 2024Q4: 68,903 shares; 2025Q1: 73,708 shares; 2025Q2: 70,551 shares; 2025Q3: 82,268 shares; 2025Q4: 89,533 shares 89,533 $9.55M 0.76% +7,265 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: 23,562 shares; 2024Q4: 24,430 shares; 2025Q1: 18,049 shares; 2025Q2: 18,912 shares; 2025Q3: 18,787 shares; 2025Q4: 18,674 shares 18,674 $9.39M 0.75% -113 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,604 shares; 2025Q1: 63,298 shares; 2025Q2: 82,111 shares; 2025Q3: 85,517 shares; 2025Q4: 90,529 shares 90,529 $9.23M 0.73% +5,012 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: 138,534 shares; 2024Q4: 418,321 shares; 2025Q1: 411,454 shares; 2025Q2: 388,491 shares; 2025Q3: 366,798 shares; 2025Q4: 328,170 shares 328,170 $9M 0.71% -38,628 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: 7,990 shares; 2024Q4: 11,050 shares; 2025Q1: 13,551 shares; 2025Q2: 24,797 shares; 2025Q3: 24,549 shares; 2025Q4: 25,084 shares 25,084 $8.41M 0.67% +535 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,227 shares; 2024Q4: 185,261 shares; 2025Q1: 193,116 shares; 2025Q2: 186,963 shares; 2025Q3: 167,501 shares; 2025Q4: 150,456 shares 150,456 $8.36M 0.66% -17,045 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: 62,535 shares; 2024Q4: 61,769 shares; 2025Q1: 60,852 shares; 2025Q2: 61,117 shares; 2025Q3: 60,010 shares; 2025Q4: 58,746 shares 58,746 $8.18M 0.65% -1,264 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: 61,493 shares; 2024Q4: 61,125 shares; 2025Q1: 56,120 shares; 2025Q2: 54,727 shares; 2025Q3: 53,667 shares; 2025Q4: 53,978 shares 53,978 $8.03M 0.64% +311 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: 70,398 shares; 2024Q4: 64,785 shares; 2025Q1: 46,163 shares; 2025Q2: 35,866 shares; 2025Q3: 23,839 shares; 2025Q4: 22,561 shares 22,561 $7.74M 0.61% -1,278 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,976 shares; 2024Q4: 15,723 shares; 2025Q1: 29,224 shares; 2025Q2: 102,675 shares; 2025Q3: 107,769 shares; 2025Q4: 113,994 shares 113,994 $7.57M 0.6% +6,225 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,472 shares; 2024Q4: 21,520 shares; 2025Q1: 36,095 shares; 2025Q2: 43,449 shares; 2025Q3: 58,913 shares; 2025Q4: 89,334 shares 89,334 $7.56M 0.6% +30,421 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: 8,086 shares; 2024Q4: 8,520 shares; 2025Q1: 8,464 shares; 2025Q2: 7,923 shares; 2025Q3: 9,559 shares; 2025Q4: 11,754 shares 11,754 $7.22M 0.57% +2,195 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,270 shares; 2024Q4: 38,005 shares; 2025Q1: 42,801 shares; 2025Q2: 47,397 shares; 2025Q3: 57,307 shares; 2025Q4: 71,310 shares 71,310 $6.72M 0.53% +14,003 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: 37,922 shares; 2024Q4: 33,850 shares; 2025Q1: 59,102 shares; 2025Q2: 91,557 shares; 2025Q3: 124,818 shares; 2025Q4: 143,212 shares 143,212 $6.54M 0.52% +18,394 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,035 shares; 2025Q1: 26,289 shares; 2025Q2: 65,539 shares; 2025Q3: 108,407 shares; 2025Q4: 138,662 shares 138,662 $6.49M 0.52% +30,255 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: 14,918 shares; 2024Q4: 18,016 shares; 2025Q1: 17,893 shares; 2025Q2: 19,594 shares; 2025Q3: 20,003 shares; 2025Q4: 19,572 shares 19,572 $6.31M 0.5% -431 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,481 shares; 2024Q4: 152,393 shares; 2025Q1: 155,439 shares; 2025Q2: 152,477 shares; 2025Q3: 152,886 shares; 2025Q4: 152,806 shares 152,806 $6.28M 0.5% -80 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: 15,076 shares; 2024Q4: 15,411 shares; 2025Q1: 15,551 shares; 2025Q2: 16,121 shares; 2025Q3: 17,036 shares; 2025Q4: 17,849 shares 17,849 $6.18M 0.49% +813 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: 12,779 shares; 2024Q4: 11,945 shares; 2025Q1: 12,006 shares; 2025Q2: 11,356 shares; 2025Q3: 11,855 shares; 2025Q4: 12,633 shares 12,633 $5.68M 0.45% +778 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,803 shares; 2024Q4: 6,900 shares; 2025Q1: 6,779 shares; 2025Q2: 9,563 shares; 2025Q3: 9,642 shares; 2025Q4: 8,325 shares 8,325 $5.5M 0.44% -1,317 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: 45,368 shares; 2024Q4: 56,551 shares; 2025Q1: 50,821 shares; 2025Q2: 53,691 shares; 2025Q3: 53,008 shares; 2025Q4: 58,587 shares 58,587 $5.35M 0.43% +5,579 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,274 shares; 2024Q4: 13,116 shares; 2025Q1: 23,157 shares; 2025Q2: 33,929 shares; 2025Q3: 49,372 shares; 2025Q4: 57,369 shares 57,369 $5.3M 0.42% +7,997 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: 14,173 shares; 2024Q4: 17,795 shares; 2025Q1: 18,021 shares; 2025Q2: 18,167 shares; 2025Q3: 16,001 shares; 2025Q4: 16,506 shares 16,506 $5.18M 0.41% +505 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,396 shares; 2025Q3: 27,526 shares; 2025Q4: 45,813 shares 45,813 $5.11M 0.41% +18,287 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: 37,823 shares; 2024Q4: 41,758 shares; 2025Q1: 43,140 shares; 2025Q2: 43,286 shares; 2025Q3: 43,115 shares; 2025Q4: 41,493 shares 41,493 $4.99M 0.4% -1,622 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 4,132 shares; 2025Q1: 4,123 shares; 2025Q2: 4,142 shares; 2025Q3: 4,185 shares; 2025Q4: 4,617 shares 4,617 $4.96M 0.39% +432 Timeline JPLD 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: 90,455 shares; 2024Q4: 77,870 shares; 2025Q1: 67,870 shares; 2025Q2: 69,728 shares; 2025Q3: 73,474 shares; 2025Q4: 92,592 shares 92,592 $4.85M 0.38% +19,118 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,630 shares; 2024Q4: 179,035 shares; 2025Q1: 183,117 shares; 2025Q2: 183,533 shares; 2025Q3: 179,777 shares; 2025Q4: 187,199 shares 187,199 $4.77M 0.38% +7,422 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: 5,455 shares; 2024Q4: 43,494 shares; 2025Q1: 48,475 shares; 2025Q2: 50,388 shares; 2025Q3: 54,637 shares; 2025Q4: 55,038 shares 55,038 $4.7M 0.37% +401 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: 158,130 shares; 2024Q4: 143,125 shares; 2025Q1: 125,813 shares; 2025Q2: 102,480 shares; 2025Q3: 85,293 shares; 2025Q4: 67,360 shares 67,360 $4.68M 0.37% -17,933 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: 102,655 shares; 2024Q4: 12,933 shares; 2025Q1: 21,016 shares; 2025Q2: 30,096 shares; 2025Q3: 35,440 shares; 2025Q4: 72,322 shares 72,322 $4.66M 0.37% +36,882 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: 16,979 shares; 2024Q4: 16,872 shares; 2025Q1: 16,755 shares; 2025Q2: 16,188 shares; 2025Q3: 15,760 shares; 2025Q4: 16,248 shares 16,248 $4.54M 0.36% +488 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: 37,493 shares; 2024Q4: 38,944 shares; 2025Q1: 38,830 shares; 2025Q2: 38,049 shares; 2025Q3: 38,597 shares; 2025Q4: 38,520 shares 38,520 $4.51M 0.36% -77 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: 76,947 shares; 2024Q4: 78,108 shares; 2025Q1: 71,719 shares; 2025Q2: 69,519 shares; 2025Q3: 69,420 shares; 2025Q4: 64,271 shares 64,271 $4.39M 0.35% -5,149 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,669 shares; 2024Q4: 12,375 shares; 2025Q1: 28,492 shares; 2025Q2: 37,078 shares; 2025Q3: 47,940 shares; 2025Q4: 48,138 shares 48,138 $4.38M 0.35% +198 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: 6,920 shares; 2024Q4: 9,444 shares; 2025Q1: 9,662 shares; 2025Q2: 9,395 shares; 2025Q3: 10,218 shares; 2025Q4: 11,993 shares 11,993 $4.32M 0.34% +1,775 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: 11,796 shares; 2024Q4: 13,336 shares; 2025Q1: 14,049 shares; 2025Q2: 21,969 shares; 2025Q3: 24,004 shares; 2025Q4: 23,445 shares 23,445 $4.3M 0.34% -559 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: 18,792 shares; 2024Q4: 22,300 shares; 2025Q1: 22,832 shares; 2025Q2: 22,941 shares; 2025Q3: 28,632 shares; 2025Q4: 28,096 shares 28,096 $4.28M 0.34% -536 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,886 shares; 2024Q4: 109,734 shares; 2025Q1: 155,231 shares; 2025Q2: 166,410 shares; 2025Q3: 179,253 shares; 2025Q4: 171,543 shares 171,543 $4.16M 0.33% -7,710 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: 14,494 shares; 2024Q4: 17,080 shares; 2025Q1: 16,814 shares; 2025Q2: 17,086 shares; 2025Q3: 17,272 shares; 2025Q4: 18,164 shares 18,164 $4.15M 0.33% +892 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: 11,977 shares; 2024Q4: 13,074 shares; 2025Q1: 12,676 shares; 2025Q2: 13,474 shares; 2025Q3: 13,819 shares; 2025Q4: 13,837 shares 13,837 $4.1M 0.33% +18 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: 17,863 shares; 2024Q4: 18,640 shares; 2025Q1: 18,781 shares; 2025Q2: 18,907 shares; 2025Q3: 19,428 shares; 2025Q4: 21,043 shares 21,043 $4.02M 0.32% +1,615 Timeline PTNQ 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: 62,327 shares; 2024Q4: 65,411 shares; 2025Q1: 67,375 shares; 2025Q2: 64,772 shares; 2025Q3: 57,916 shares; 2025Q4: 51,060 shares 51,060 $4.02M 0.32% -6,856 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,049 shares; 2025Q2: 42,562 shares; 2025Q3: 44,501 shares; 2025Q4: 49,179 shares 49,179 $3.88M 0.31% +4,678 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: 120,918 shares; 2024Q4: 123,727 shares; 2025Q1: 123,855 shares; 2025Q2: 118,991 shares; 2025Q3: 117,554 shares; 2025Q4: 118,372 shares 118,372 $3.8M 0.3% +818 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: 115,245 shares; 2024Q4: 116,132 shares; 2025Q1: 120,206 shares; 2025Q2: 117,754 shares; 2025Q3: 118,650 shares; 2025Q4: 120,673 shares 120,673 $3.71M 0.29% +2,023 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,015 shares; 2024Q4: 114,996 shares; 2025Q1: 131,404 shares; 2025Q2: 139,881 shares; 2025Q3: 143,652 shares; 2025Q4: 150,202 shares 150,202 $3.65M 0.29% +6,550 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,799 shares; 2024Q4: 265,524 shares; 2025Q1: 263,712 shares; 2025Q2: 257,967 shares; 2025Q3: 251,254 shares; 2025Q4: 246,917 shares 246,917 $3.63M 0.29% -4,337 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: 4,559 shares; 2024Q4: 6,068 shares; 2025Q1: 6,069 shares; 2025Q2: 6,109 shares; 2025Q3: 6,193 shares; 2025Q4: 6,030 shares 6,030 $3.45M 0.27% -163 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: 3,243 shares; 2024Q4: 3,443 shares; 2025Q1: 3,513 shares; 2025Q2: 3,833 shares; 2025Q3: 14,413 shares; 2025Q4: 14,292 shares 14,292 $3.45M 0.27% -121 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: 26,269 shares; 2024Q4: 50,038 shares; 2025Q1: 53,553 shares; 2025Q2: 64,297 shares; 2025Q3: 66,315 shares; 2025Q4: 72,562 shares 72,562 $3.4M 0.27% +6,247 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: 44,506 shares; 2024Q4: 60,302 shares; 2025Q1: 89,550 shares; 2025Q2: 129,978 shares; 2025Q3: 132,972 shares; 2025Q4: 143,271 shares 143,271 $3.39M 0.27% +10,299 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: 31,803 shares; 2024Q4: 44,081 shares; 2025Q1: 41,208 shares; 2025Q2: 35,344 shares; 2025Q3: 34,429 shares; 2025Q4: 37,371 shares 37,371 $3.34M 0.27% +2,942 Timeline NLR 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: 11,325 shares; 2025Q1: 16,828 shares; 2025Q2: 17,753 shares; 2025Q3: 21,421 shares; 2025Q4: 26,425 shares 26,425 $3.28M 0.26% +5,004 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: 47,596 shares; 2024Q4: 61,575 shares; 2025Q1: 92,581 shares; 2025Q2: 125,103 shares; 2025Q3: 131,453 shares; 2025Q4: 137,875 shares 137,875 $3.24M 0.26% +6,422 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: 38,570 shares; 2024Q4: 54,553 shares; 2025Q1: 78,862 shares; 2025Q2: 120,405 shares; 2025Q3: 127,682 shares; 2025Q4: 135,239 shares 135,239 $3.2M 0.25% +7,557 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,318 shares; 2024Q4: 10,622 shares; 2025Q1: 10,050 shares; 2025Q2: 10,325 shares; 2025Q3: 10,313 shares; 2025Q4: 65,226 shares 65,226 $3.2M 0.25% +54,913 Timeline XSVM 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: 136,169 shares; 2024Q4: 99,875 shares; 2025Q1: 73,989 shares; 2025Q2: 61,918 shares; 2025Q3: 58,426 shares; 2025Q4: 55,825 shares 55,825 $3.19M 0.25% -2,601 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: 44,169 shares; 2024Q4: 58,467 shares; 2025Q1: 90,109 shares; 2025Q2: 131,932 shares; 2025Q3: 144,286 shares; 2025Q4: 142,081 shares 142,081 $3.13M 0.25% -2,205 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: 41,118 shares; 2024Q4: 55,888 shares; 2025Q1: 86,765 shares; 2025Q2: 119,651 shares; 2025Q3: 128,810 shares; 2025Q4: 133,311 shares 133,311 $3.09M 0.25% +4,501 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: 9,490 shares; 2024Q4: 8,882 shares; 2025Q1: 8,368 shares; 2025Q2: 8,364 shares; 2025Q3: 8,592 shares; 2025Q4: 8,717 shares 8,717 $3.06M 0.24% +125 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: 19,552 shares; 2024Q4: 18,564 shares; 2025Q1: 21,840 shares; 2025Q2: 23,101 shares; 2025Q3: 26,397 shares; 2025Q4: 67,572 shares 67,572 $3.02M 0.24% +41,175 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: 4,599 shares; 2024Q4: 7,037 shares; 2025Q1: 7,059 shares; 2025Q2: 8,592 shares; 2025Q3: 8,716 shares; 2025Q4: 8,743 shares 8,743 $3.01M 0.24% +27 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: 53,104 shares; 2024Q4: 53,884 shares; 2025Q1: 54,558 shares; 2025Q2: 53,857 shares; 2025Q3: 54,077 shares; 2025Q4: 52,025 shares 52,025 $3M 0.24% -2,052 Timeline PCY 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: 136,467 shares; 2024Q4: 137,798 shares; 2025Q1: 137,259 shares; 2025Q2: 131,530 shares; 2025Q3: 131,573 shares; 2025Q4: 136,931 shares 136,931 $2.97M 0.24% +5,358 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,237 shares; 2024Q4: 39,908 shares; 2025Q1: 35,490 shares; 2025Q2: 35,207 shares; 2025Q3: 35,038 shares; 2025Q4: 58,033 shares 58,033 $2.94M 0.23% +22,995 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: 13,425 shares; 2024Q4: 14,031 shares; 2025Q1: 25,783 shares; 2025Q2: 37,852 shares; 2025Q3: 36,652 shares; 2025Q4: 35,712 shares 35,712 $2.9M 0.23% -940 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest 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: 74,348 shares 74,348 $2.82M 0.22% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,696 shares; 2024Q4: 6,666 shares; 2025Q1: 6,813 shares; 2025Q2: 8,204 shares; 2025Q3: 8,128 shares; 2025Q4: 24,171 shares 24,171 $2.82M 0.22% +16,043 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: 6,975 shares; 2024Q4: 7,126 shares; 2025Q1: 6,868 shares; 2025Q2: 6,622 shares; 2025Q3: 5,711 shares; 2025Q4: 5,922 shares 5,922 $2.8M 0.22% +211 Timeline ECH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,897 shares; 2025Q3: 68,811 shares; 2025Q4: 68,858 shares 68,858 $2.78M 0.22% +47 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: 7,561 shares; 2024Q4: 9,744 shares; 2025Q1: 11,847 shares; 2025Q2: 12,597 shares; 2025Q3: 14,419 shares; 2025Q4: 17,665 shares 17,665 $2.77M 0.22% +3,246 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,731 shares; 2024Q4: 8,644 shares; 2025Q1: 9,062 shares; 2025Q2: 10,093 shares; 2025Q3: 11,460 shares; 2025Q4: 33,475 shares 33,475 $2.76M 0.22% +22,015 Timeline RWJ 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: 75,396 shares; 2024Q4: 80,712 shares; 2025Q1: 79,603 shares; 2025Q2: 76,246 shares; 2025Q3: 68,435 shares; 2025Q4: 56,207 shares 56,207 $2.74M 0.22% -12,228 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,521 shares; 2025Q2: 19,080 shares; 2025Q3: 18,641 shares; 2025Q4: 18,578 shares 18,578 $2.72M 0.22% -63 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,314 shares 3,314 $2.72M 0.22% new 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: 26,875 shares; 2024Q4: 28,097 shares; 2025Q1: 28,708 shares; 2025Q2: 25,098 shares; 2025Q3: 25,147 shares; 2025Q4: 31,503 shares 31,503 $2.7M 0.21% +6,356 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: 24,124 shares; 2024Q4: 21,562 shares; 2025Q1: 21,202 shares; 2025Q2: 21,132 shares; 2025Q3: 20,690 shares; 2025Q4: 20,347 shares 20,347 $2.69M 0.21% -343 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,158 shares; 2025Q4: 28,158 shares 28,158 $2.65M 0.21% 0 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: 14,197 shares; 2024Q4: 27,535 shares; 2025Q1: 31,810 shares; 2025Q2: 31,511 shares; 2025Q3: 42,507 shares; 2025Q4: 55,295 shares 55,295 $2.64M 0.21% +12,788 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,618 shares; 2024Q4: 22,376 shares; 2025Q1: 24,382 shares; 2025Q2: 32,383 shares; 2025Q3: 37,789 shares; 2025Q4: 44,243 shares 44,243 $2.56M 0.2% +6,454 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 25,226 shares; 2025Q1: 25,244 shares; 2025Q2: 24,492 shares; 2025Q3: 24,542 shares; 2025Q4: 20,097 shares 20,097 $2.56M 0.2% -4,445 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,218 shares; 2024Q4: 2,235 shares; 2025Q1: 2,618 shares; 2025Q2: 3,253 shares; 2025Q3: 12,800 shares; 2025Q4: 24,670 shares 24,670 $2.55M 0.2% +11,870 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: 25,804 shares; 2024Q4: 27,149 shares; 2025Q1: 18,379 shares; 2025Q2: 18,305 shares; 2025Q3: 17,121 shares; 2025Q4: 17,562 shares 17,562 $2.52M 0.2% +441 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,975 shares; 2024Q4: 4,709 shares; 2025Q1: 3,575 shares; 2025Q2: 3,713 shares; 2025Q3: 3,715 shares; 2025Q4: 3,661 shares 3,661 $2.51M 0.2% -54 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: 24,285 shares; 2024Q4: 20,501 shares; 2025Q1: 18,678 shares; 2025Q2: 15,347 shares; 2025Q3: 13,618 shares; 2025Q4: 13,038 shares 13,038 $2.5M 0.2% -580 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: 92,855 shares; 2024Q4: 97,367 shares; 2025Q1: 99,039 shares; 2025Q2: 99,370 shares; 2025Q3: 101,928 shares; 2025Q4: 106,544 shares 106,544 $2.49M 0.2% +4,616 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: 11,507 shares; 2024Q4: 11,902 shares; 2025Q1: 11,896 shares; 2025Q2: 12,003 shares; 2025Q3: 11,930 shares; 2025Q4: 11,882 shares 11,882 $2.48M 0.2% -48 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,630 shares; 2025Q1: 36,870 shares; 2025Q2: 36,353 shares; 2025Q3: 35,697 shares; 2025Q4: 33,018 shares 33,018 $2.48M 0.2% -2,679 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: 8,637 shares; 2024Q4: 15,711 shares; 2025Q1: 18,554 shares; 2025Q2: 7,492 shares; 2025Q3: 8,477 shares; 2025Q4: 17,090 shares 17,090 $2.46M 0.2% +8,613 Timeline BSJT 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: 63,524 shares; 2024Q4: 67,472 shares; 2025Q1: 70,459 shares; 2025Q2: 94,004 shares; 2025Q3: 123,965 shares; 2025Q4: 111,671 shares 111,671 $2.4M 0.19% -12,294 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: 17,719 shares; 2024Q4: 17,288 shares; 2025Q1: 14,882 shares; 2025Q2: 10,856 shares; 2025Q3: 9,550 shares; 2025Q4: 9,247 shares 9,247 $2.39M 0.19% -303 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,338 shares; 2024Q4: 4,178 shares; 2025Q1: 5,733 shares; 2025Q2: 16,759 shares; 2025Q3: 21,864 shares; 2025Q4: 23,656 shares 23,656 $2.37M 0.19% +1,792 Timeline BSMW 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: 10,862 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,642 shares; 2025Q3: 23,290 shares; 2025Q4: 94,052 shares 94,052 $2.36M 0.19% +70,762 Timeline BSMV 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: 24,075 shares; 2024Q4: 36,556 shares; 2025Q1: 68,418 shares; 2025Q2: 101,547 shares; 2025Q3: 108,991 shares; 2025Q4: 110,824 shares 110,824 $2.34M 0.19% +1,833 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: 20,627 shares; 2024Q4: 20,354 shares; 2025Q1: 17,341 shares; 2025Q2: 18,385 shares; 2025Q3: 20,864 shares; 2025Q4: 26,396 shares 26,396 $2.34M 0.19% +5,532 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: 9,978 shares; 2024Q4: 9,709 shares; 2025Q1: 10,705 shares; 2025Q2: 10,964 shares; 2025Q3: 11,245 shares; 2025Q4: 13,066 shares 13,066 $2.32M 0.18% +1,821 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,847 shares; 2025Q3: 83,650 shares; 2025Q4: 83,933 shares 83,933 $2.31M 0.18% +283 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: 28,946 shares; 2024Q4: 34,908 shares; 2025Q1: 24,148 shares; 2025Q2: 18,471 shares; 2025Q3: 11,648 shares; 2025Q4: 11,488 shares 11,488 $2.28M 0.18% -160 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: 7,910 shares; 2024Q4: 9,074 shares; 2025Q1: 7,667 shares; 2025Q2: 10,604 shares; 2025Q3: 10,840 shares; 2025Q4: 10,614 shares 10,614 $2.27M 0.18% -226 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: 2,808 shares; 2024Q4: 2,874 shares; 2025Q1: 2,604 shares; 2025Q2: 2,533 shares; 2025Q3: 2,574 shares; 2025Q4: 2,610 shares 2,610 $2.25M 0.18% +36 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: 12,986 shares; 2024Q4: 16,734 shares; 2025Q1: 16,150 shares; 2025Q2: 16,507 shares; 2025Q3: 14,835 shares; 2025Q4: 14,378 shares 14,378 $2.23M 0.18% -457 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: 22,033 shares; 2024Q4: 37,476 shares; 2025Q1: 38,363 shares; 2025Q2: 38,381 shares; 2025Q3: 41,347 shares; 2025Q4: 40,460 shares 40,460 $2.23M 0.18% -887 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: 3,017 shares; 2024Q4: 8,145 shares; 2025Q1: 7,344 shares; 2025Q2: 7,208 shares; 2025Q3: 8,331 shares; 2025Q4: 8,776 shares 8,776 $2.22M 0.18% +445 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: 2,102 shares; 2025Q1: 2,061 shares; 2025Q2: 2,165 shares; 2025Q3: 2,233 shares; 2025Q4: 23,534 shares 23,534 $2.21M 0.18% +21,301 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: 68,388 shares; 2025Q1: 73,650 shares; 2025Q2: 72,646 shares; 2025Q3: 78,138 shares; 2025Q4: 87,723 shares 87,723 $2.18M 0.17% +9,585 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,194 shares; 2024Q4: 10,482 shares; 2025Q1: 10,475 shares; 2025Q2: 9,990 shares; 2025Q3: 10,148 shares; 2025Q4: 10,227 shares 10,227 $2.17M 0.17% +79 Timeline BSJW 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: 10,592 shares; 2025Q2: 37,622 shares; 2025Q3: 84,823 shares; 2025Q4: 83,373 shares 83,373 $2.15M 0.17% -1,450 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,430 shares; 2024Q4: 96,430 shares; 2025Q1: 95,438 shares; 2025Q2: 95,648 shares; 2025Q3: 94,343 shares; 2025Q4: 91,355 shares 91,355 $2.11M 0.17% -2,988 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: 26,472 shares; 2024Q4: 24,608 shares; 2025Q1: 16,591 shares; 2025Q2: 12,223 shares; 2025Q3: 7,525 shares; 2025Q4: 7,254 shares 7,254 $2.11M 0.17% -271 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: 7,278 shares; 2024Q4: 7,517 shares; 2025Q1: 7,282 shares; 2025Q2: 6,914 shares; 2025Q3: 7,039 shares; 2025Q4: 6,952 shares 6,952 $2.1M 0.17% -87 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,050 shares; 2025Q1: 43,548 shares; 2025Q2: 45,881 shares; 2025Q3: 46,154 shares; 2025Q4: 45,329 shares 45,329 $2.08M 0.17% -825 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: 27,748 shares; 2024Q4: 32,657 shares; 2025Q1: 30,579 shares; 2025Q2: 30,913 shares; 2025Q3: 32,062 shares; 2025Q4: 31,992 shares 31,992 $2M 0.16% -70 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: 14,409 shares; 2024Q4: 14,357 shares; 2025Q1: 13,818 shares; 2025Q2: 13,493 shares; 2025Q3: 13,024 shares; 2025Q4: 13,878 shares 13,878 $1.99M 0.16% +854 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: 7,694 shares; 2024Q4: 9,222 shares; 2025Q1: 8,979 shares; 2025Q2: 8,665 shares; 2025Q3: 8,214 shares; 2025Q4: 8,090 shares 8,090 $1.99M 0.16% -124 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: 9,341 shares; 2024Q4: 9,342 shares; 2025Q1: 9,265 shares; 2025Q2: 10,223 shares; 2025Q3: 10,131 shares; 2025Q4: 10,003 shares 10,003 $1.95M 0.15% -128 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: 13,130 shares; 2024Q4: 14,351 shares; 2025Q1: 15,026 shares; 2025Q2: 15,482 shares; 2025Q3: 15,340 shares; 2025Q4: 17,305 shares 17,305 $1.93M 0.15% +1,965 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: 25,341 shares; 2024Q4: 23,956 shares; 2025Q1: 17,122 shares; 2025Q2: 13,058 shares; 2025Q3: 8,676 shares; 2025Q4: 13,612 shares 13,612 $1.92M 0.15% +4,936 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: 14,761 shares; 2024Q4: 35,081 shares; 2025Q1: 28,564 shares; 2025Q2: 29,545 shares; 2025Q3: 29,625 shares; 2025Q4: 29,112 shares 29,112 $1.92M 0.15% -513 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: 9,311 shares; 2024Q4: 9,779 shares; 2025Q1: 10,522 shares; 2025Q2: 12,683 shares; 2025Q3: 20,615 shares; 2025Q4: 34,344 shares 34,344 $1.88M 0.15% +13,729 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: 44,122 shares; 2024Q4: 67,892 shares; 2025Q1: 69,233 shares; 2025Q2: 71,637 shares; 2025Q3: 74,633 shares; 2025Q4: 73,474 shares 73,474 $1.83M 0.14% -1,159 Timeline BSCY 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: 21,965 shares; 2024Q4: 34,028 shares; 2025Q1: 38,047 shares; 2025Q2: 75,537 shares; 2025Q3: 97,873 shares; 2025Q4: 86,137 shares 86,137 $1.81M 0.14% -11,736 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,180 shares; 2025Q2: 30,069 shares; 2025Q3: 30,050 shares; 2025Q4: 30,050 shares 30,050 $1.8M 0.14% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,296 shares; 2025Q1: 26,398 shares; 2025Q2: 26,422 shares; 2025Q3: 28,049 shares; 2025Q4: 27,465 shares 27,465 $1.8M 0.14% -584 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: 3,653 shares; 2024Q4: 4,878 shares; 2025Q1: 5,297 shares; 2025Q2: 6,034 shares; 2025Q3: 6,126 shares; 2025Q4: 5,885 shares 5,885 $1.79M 0.14% -241 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: 928 shares; 2024Q4: 1,358 shares; 2025Q1: 1,346 shares; 2025Q2: 1,702 shares; 2025Q3: 1,942 shares; 2025Q4: 2,026 shares 2,026 $1.78M 0.14% +84 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: 1,639 shares; 2024Q4: 1,929 shares; 2025Q1: 2,149 shares; 2025Q2: 2,070 shares; 2025Q3: 2,865 shares; 2025Q4: 2,820 shares 2,820 $1.77M 0.14% -45 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,136 shares; 2024Q4: 68,495 shares; 2025Q1: 67,877 shares; 2025Q2: 66,816 shares; 2025Q3: 64,221 shares; 2025Q4: 61,976 shares 61,976 $1.77M 0.14% -2,245 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: 23,000 shares; 2025Q4: 23,325 shares 23,325 $1.72M 0.14% +325 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,802 shares; 2024Q4: 147,357 shares; 2025Q1: 71,407 shares; 2025Q2: 69,271 shares; 2025Q3: 69,268 shares; 2025Q4: 69,253 shares 69,253 $1.69M 0.13% -15 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,533 shares; 2024Q4: 4,904 shares; 2025Q1: 4,924 shares; 2025Q2: 5,321 shares; 2025Q3: 5,293 shares; 2025Q4: 5,355 shares 5,355 $1.64M 0.13% +62 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 2,537 shares; 2025Q1: 2,843 shares; 2025Q2: 6,637 shares; 2025Q3: 6,646 shares; 2025Q4: 2,793 shares 2,793 $1.59M 0.13% -3,853 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: 8,606 shares; 2024Q4: 8,629 shares; 2025Q1: 8,683 shares; 2025Q2: 8,099 shares; 2025Q3: 7,192 shares; 2025Q4: 7,225 shares 7,225 $1.59M 0.13% +33 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: 8,269 shares; 2024Q4: 8,667 shares; 2025Q1: 8,640 shares; 2025Q2: 8,411 shares; 2025Q3: 8,570 shares; 2025Q4: 8,904 shares 8,904 $1.58M 0.13% +334 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,163 shares; 2024Q4: 27,342 shares; 2025Q1: 27,416 shares; 2025Q2: 26,909 shares; 2025Q3: 22,573 shares; 2025Q4: 22,608 shares 22,608 $1.57M 0.12% +35 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: 18,318 shares; 2024Q4: 18,338 shares; 2025Q1: 19,443 shares; 2025Q2: 17,743 shares; 2025Q3: 16,022 shares; 2025Q4: 15,719 shares 15,719 $1.52M 0.12% -303 Timeline MYCL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,604 shares 60,604 $1.51M 0.12% new 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: 21,045 shares; 2024Q4: 19,568 shares; 2025Q1: 16,596 shares; 2025Q2: 16,115 shares; 2025Q3: 14,769 shares; 2025Q4: 14,527 shares 14,527 $1.51M 0.12% -242 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,511 shares; 2024Q4: 32,453 shares; 2025Q1: 31,322 shares; 2025Q2: 30,264 shares; 2025Q3: 29,868 shares; 2025Q4: 29,469 shares 29,469 $1.5M 0.12% -399 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: 17,636 shares; 2024Q4: 17,692 shares; 2025Q1: 18,452 shares; 2025Q2: 18,776 shares; 2025Q3: 19,702 shares; 2025Q4: 20,942 shares 20,942 $1.46M 0.12% +1,240 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: 22,074 shares 22,074 $1.45M 0.11% new Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,575 shares; 2025Q4: 47,217 shares 47,217 $1.44M 0.11% +642 Timeline MLPX 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: 11,079 shares; 2025Q4: 23,598 shares 23,598 $1.43M 0.11% +12,519 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: 12,169 shares; 2024Q4: 53,180 shares; 2025Q1: 52,867 shares; 2025Q2: 53,569 shares; 2025Q3: 52,381 shares; 2025Q4: 52,413 shares 52,413 $1.41M 0.11% +32 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,026 shares; 2024Q4: 26,796 shares; 2025Q1: 24,373 shares; 2025Q2: 23,411 shares; 2025Q3: 23,271 shares; 2025Q4: 23,264 shares 23,264 $1.38M 0.11% -7 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: 7,465 shares; 2024Q4: 7,513 shares; 2025Q1: 7,505 shares; 2025Q2: 7,505 shares; 2025Q3: 7,505 shares; 2025Q4: 7,505 shares 7,505 $1.37M 0.11% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,232 shares; 2024Q4: 4,212 shares; 2025Q1: 4,319 shares; 2025Q2: 4,727 shares; 2025Q3: 4,735 shares; 2025Q4: 4,443 shares 4,443 $1.37M 0.11% -292 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: 4,909 shares; 2024Q4: 4,670 shares; 2025Q1: 4,380 shares; 2025Q2: 4,684 shares; 2025Q3: 4,581 shares; 2025Q4: 4,780 shares 4,780 $1.36M 0.11% +199 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: 23,756 shares; 2024Q4: 23,837 shares; 2025Q1: 27,035 shares; 2025Q2: 35,004 shares; 2025Q3: 48,519 shares; 2025Q4: 54,707 shares 54,707 $1.36M 0.11% +6,188 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: 7,998 shares; 2024Q4: 8,683 shares; 2025Q1: 8,695 shares; 2025Q2: 7,569 shares; 2025Q3: 11,813 shares; 2025Q4: 10,653 shares 10,653 $1.36M 0.11% -1,160 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,227 shares; 2024Q4: 26,998 shares; 2025Q1: 27,280 shares; 2025Q2: 27,495 shares; 2025Q3: 30,598 shares; 2025Q4: 35,983 shares 35,983 $1.35M 0.11% +5,385 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: 2,857 shares; 2024Q4: 8,986 shares; 2025Q1: 7,571 shares; 2025Q2: 7,655 shares; 2025Q3: 8,072 shares; 2025Q4: 7,911 shares 7,911 $1.33M 0.11% -161 Timeline MLPA 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: 7,255 shares; 2024Q4: 7,546 shares; 2025Q1: 29,200 shares; 2025Q2: 28,721 shares; 2025Q3: 28,489 shares; 2025Q4: 27,433 shares 27,433 $1.33M 0.11% -1,056 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,148 shares; 2025Q4: 26,187 shares 26,187 $1.32M 0.1% +39 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,327 shares; 2024Q4: 15,799 shares; 2025Q1: 14,496 shares; 2025Q2: 14,062 shares; 2025Q3: 13,850 shares; 2025Q4: 13,703 shares 13,703 $1.32M 0.1% -147 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: 10,851 shares; 2024Q4: 13,447 shares; 2025Q1: 12,115 shares; 2025Q2: 12,204 shares; 2025Q3: 12,303 shares; 2025Q4: 12,489 shares 12,489 $1.31M 0.1% +186 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: 5,295 shares; 2024Q4: 10,005 shares; 2025Q1: 9,989 shares; 2025Q2: 9,988 shares; 2025Q3: 9,723 shares; 2025Q4: 10,681 shares 10,681 $1.28M 0.1% +958 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: 11,538 shares; 2024Q4: 12,717 shares; 2025Q1: 13,345 shares; 2025Q2: 13,538 shares; 2025Q3: 13,466 shares; 2025Q4: 15,564 shares 15,564 $1.25M 0.1% +2,098 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: 4,618 shares; 2024Q4: 4,563 shares; 2025Q1: 5,067 shares; 2025Q2: 4,524 shares; 2025Q3: 4,489 shares; 2025Q4: 4,676 shares 4,676 $1.24M 0.1% +187 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,714 shares; 2025Q4: 56,601 shares 56,601 $1.22M 0.1% +16,887 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: 8,376 shares; 2024Q4: 4,455 shares; 2025Q1: 4,303 shares; 2025Q2: 4,020 shares; 2025Q3: 4,130 shares; 2025Q4: 3,678 shares 3,678 $1.21M 0.1% -452 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: 17,739 shares; 2024Q4: 15,380 shares; 2025Q1: 14,494 shares; 2025Q2: 10,061 shares; 2025Q3: 10,201 shares; 2025Q4: 10,337 shares 10,337 $1.18M 0.09% +136 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: 14,367 shares; 2024Q4: 14,963 shares; 2025Q1: 14,004 shares; 2025Q2: 13,404 shares; 2025Q3: 12,054 shares; 2025Q4: 12,196 shares 12,196 $1.17M 0.09% +142 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: 4,314 shares; 2024Q4: 5,844 shares; 2025Q1: 5,022 shares; 2025Q2: 5,044 shares; 2025Q3: 5,063 shares; 2025Q4: 5,405 shares 5,405 $1.17M 0.09% +342 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: 8,114 shares; 2024Q4: 8,367 shares; 2025Q1: 8,908 shares; 2025Q2: 8,562 shares; 2025Q3: 8,477 shares; 2025Q4: 8,562 shares 8,562 $1.17M 0.09% +85 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: 4,341 shares; 2024Q4: 4,974 shares; 2025Q1: 4,950 shares; 2025Q2: 5,304 shares; 2025Q3: 4,646 shares; 2025Q4: 4,540 shares 4,540 $1.17M 0.09% -106 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: 2,566 shares; 2024Q4: 3,438 shares; 2025Q1: 4,201 shares; 2025Q2: 3,437 shares; 2025Q3: 3,977 shares; 2025Q4: 3,565 shares 3,565 $1.17M 0.09% -412 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: 5,670 shares; 2024Q4: 5,639 shares; 2025Q1: 5,669 shares; 2025Q2: 5,824 shares; 2025Q3: 5,404 shares; 2025Q4: 5,544 shares 5,544 $1.17M 0.09% +140 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,280 shares; 2024Q4: 8,265 shares; 2025Q1: 8,237 shares; 2025Q2: 8,437 shares; 2025Q3: 8,389 shares; 2025Q4: 8,925 shares 8,925 $1.15M 0.09% +536 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: 58,567 shares; 2024Q4: 51,126 shares; 2025Q1: 46,228 shares; 2025Q2: 46,033 shares; 2025Q3: 46,782 shares; 2025Q4: 28,112 shares 28,112 $1.15M 0.09% -18,670 Timeline BSMY 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: 27,679 shares; 2025Q1: 35,689 shares; 2025Q2: 28,747 shares; 2025Q3: 44,394 shares; 2025Q4: 46,120 shares 46,120 $1.13M 0.09% +1,726 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,714 shares; 2024Q4: 5,360 shares; 2025Q1: 5,052 shares; 2025Q2: 4,729 shares; 2025Q3: 4,521 shares; 2025Q4: 4,504 shares 4,504 $1.13M 0.09% -17 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: 4,693 shares; 2024Q4: 4,521 shares; 2025Q1: 4,481 shares; 2025Q2: 4,444 shares; 2025Q3: 4,869 shares; 2025Q4: 4,821 shares 4,821 $1.12M 0.09% -48 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: 2,517 shares; 2024Q4: 2,603 shares; 2025Q1: 2,417 shares; 2025Q2: 2,396 shares; 2025Q3: 2,407 shares; 2025Q4: 2,836 shares 2,836 $1.1M 0.09% +429 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: 6,948 shares; 2024Q4: 6,685 shares; 2025Q1: 6,626 shares; 2025Q2: 6,685 shares; 2025Q3: 6,831 shares; 2025Q4: 6,795 shares 6,795 $1.09M 0.09% -36 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,911 shares; 2024Q4: 58,518 shares; 2025Q1: 58,154 shares; 2025Q2: 58,113 shares; 2025Q3: 14,612 shares; 2025Q4: 14,198 shares 14,198 $1.09M 0.09% -414 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: 5,027 shares; 2024Q4: 5,461 shares; 2025Q1: 5,643 shares; 2025Q2: 5,776 shares; 2025Q3: 5,749 shares; 2025Q4: 5,526 shares 5,526 $1.08M 0.09% -223 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: 10,180 shares; 2024Q4: 10,303 shares; 2025Q1: 9,657 shares; 2025Q2: 8,832 shares; 2025Q3: 8,717 shares; 2025Q4: 8,745 shares 8,745 $1.08M 0.09% +28 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,207 shares; 2025Q3: 19,856 shares; 2025Q4: 15,740 shares 15,740 $1.05M 0.08% -4,116 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,706 shares; 2024Q4: 6,188 shares; 2025Q1: 6,555 shares; 2025Q2: 6,581 shares; 2025Q3: 6,468 shares; 2025Q4: 6,831 shares 6,831 $1.05M 0.08% +363 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: 40,929 shares; 2024Q4: 42,741 shares; 2025Q1: 33,274 shares; 2025Q2: 23,057 shares; 2025Q3: 15,790 shares; 2025Q4: 15,580 shares 15,580 $1.05M 0.08% -210 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: 6,327 shares; 2024Q4: 9,937 shares; 2025Q1: 9,285 shares; 2025Q2: 14,413 shares; 2025Q3: 13,641 shares; 2025Q4: 14,030 shares 14,030 $1.04M 0.08% +389 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,408 shares; 2024Q4: 7,810 shares; 2025Q1: 10,523 shares; 2025Q2: 12,256 shares; 2025Q3: 11,533 shares; 2025Q4: 11,923 shares 11,923 $1.03M 0.08% +390 Timeline OMFL 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: 17,607 shares; 2025Q1: 17,045 shares; 2025Q2: 17,048 shares; 2025Q3: 17,051 shares; 2025Q4: 16,612 shares 16,612 $1.02M 0.08% -439 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,758 shares; 2024Q4: 4,812 shares; 2025Q1: 4,624 shares; 2025Q2: 4,354 shares; 2025Q3: 4,269 shares; 2025Q4: 4,577 shares 4,577 $1.01M 0.08% +308 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: 12,219 shares; 2024Q4: 11,452 shares; 2025Q1: 10,488 shares; 2025Q2: 10,702 shares; 2025Q3: 10,156 shares; 2025Q4: 10,055 shares 10,055 $1M 0.08% -101 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: 8,600 shares; 2024Q4: 8,909 shares; 2025Q1: 9,448 shares; 2025Q2: 9,409 shares; 2025Q3: 11,103 shares; 2025Q4: 11,280 shares 11,280 $984K 0.08% +177 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: 2,330 shares; 2024Q4: 2,531 shares; 2025Q1: 2,448 shares; 2025Q2: 2,252 shares; 2025Q3: 2,123 shares; 2025Q4: 3,049 shares 3,049 $971K 0.08% +926 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: 13,901 shares; 2024Q4: 13,934 shares; 2025Q1: 10,777 shares; 2025Q2: 10,799 shares; 2025Q3: 10,818 shares; 2025Q4: 10,840 shares 10,840 $969K 0.08% +22 Timeline BSJV 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: 28,733 shares; 2024Q4: 23,398 shares; 2025Q1: 18,196 shares; 2025Q2: 18,061 shares; 2025Q3: 17,730 shares; 2025Q4: 36,289 shares 36,289 $969K 0.08% +18,559 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 1,816 shares; 2025Q1: 1,821 shares; 2025Q2: 1,865 shares; 2025Q3: 1,859 shares; 2025Q4: 1,881 shares 1,881 $960K 0.08% +22 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: 12,110 shares; 2024Q4: 14,090 shares; 2025Q1: 14,687 shares; 2025Q2: 16,932 shares; 2025Q3: 16,914 shares; 2025Q4: 19,032 shares 19,032 $960K 0.08% +2,118 Timeline DLN 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: 9,187 shares; 2025Q1: 9,601 shares; 2025Q2: 9,710 shares; 2025Q3: 9,722 shares; 2025Q4: 10,758 shares 10,758 $948K 0.08% +1,036 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: 3,883 shares; 2024Q4: 4,235 shares; 2025Q1: 4,964 shares; 2025Q2: 5,127 shares; 2025Q3: 5,317 shares; 2025Q4: 5,533 shares 5,533 $946K 0.08% +216 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: 2,115 shares; 2024Q4: 2,184 shares; 2025Q1: 2,069 shares; 2025Q2: 2,009 shares; 2025Q3: 1,962 shares; 2025Q4: 1,954 shares 1,954 $945K 0.08% -8 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,815 shares; 2024Q4: 6,419 shares; 2025Q1: 6,166 shares; 2025Q2: 6,101 shares; 2025Q3: 6,155 shares; 2025Q4: 6,099 shares 6,099 $937K 0.07% -56 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,605 shares; 2025Q1: 20,397 shares; 2025Q2: 21,384 shares; 2025Q3: 22,444 shares; 2025Q4: 28,521 shares 28,521 $925K 0.07% +6,077 Timeline BSCX 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: 111,677 shares; 2024Q4: 79,438 shares; 2025Q1: 71,289 shares; 2025Q2: 59,865 shares; 2025Q3: 43,200 shares; 2025Q4: 42,975 shares 42,975 $922K 0.07% -225 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: not reported; 2024Q4: 7,060 shares; 2025Q1: 7,074 shares; 2025Q2: 7,026 shares; 2025Q3: 9,025 shares; 2025Q4: 8,796 shares 8,796 $902K 0.07% -229 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: 5,252 shares; 2024Q4: 7,293 shares; 2025Q1: 7,412 shares; 2025Q2: 7,591 shares; 2025Q3: 8,300 shares; 2025Q4: 9,540 shares 9,540 $893K 0.07% +1,240 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: 2,149 shares; 2024Q4: 2,137 shares; 2025Q1: 2,142 shares; 2025Q2: 2,114 shares; 2025Q3: 2,118 shares; 2025Q4: 2,388 shares 2,388 $892K 0.07% +270 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,964 shares; 2025Q4: 25,841 shares 25,841 $880K 0.07% -29,123 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,516 shares; 2024Q4: 12,641 shares; 2025Q1: 12,804 shares; 2025Q2: 12,590 shares; 2025Q3: 12,322 shares; 2025Q4: 12,276 shares 12,276 $877K 0.07% -46 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,056 shares; 2024Q4: 15,922 shares; 2025Q1: 16,964 shares; 2025Q2: 17,518 shares; 2025Q3: 18,451 shares; 2025Q4: 18,239 shares 18,239 $872K 0.07% -212 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,006 shares; 2025Q4: 7,281 shares 7,281 $869K 0.07% +275 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: 39,947 shares; 2024Q4: 47,217 shares; 2025Q1: 51,342 shares; 2025Q2: 51,325 shares; 2025Q3: 51,367 shares; 2025Q4: 51,034 shares 51,034 $842K 0.07% -333 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: 32,503 shares; 2024Q4: 33,305 shares; 2025Q1: 35,179 shares; 2025Q2: 34,992 shares; 2025Q3: 32,778 shares; 2025Q4: 37,896 shares 37,896 $836K 0.07% +5,118 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,383 shares; 2024Q4: 17,698 shares; 2025Q1: 17,413 shares; 2025Q2: 16,781 shares; 2025Q3: 16,138 shares; 2025Q4: 15,008 shares 15,008 $813K 0.06% -1,130 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 867 shares; 2025Q1: 850 shares; 2025Q2: 1,047 shares; 2025Q3: 1,059 shares; 2025Q4: 1,200 shares 1,200 $809K 0.06% +141 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,319 shares; 2025Q2: 20,400 shares; 2025Q3: 20,317 shares; 2025Q4: 20,859 shares 20,859 $799K 0.06% +542 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: 1,592 shares; 2024Q4: 2,076 shares; 2025Q1: 2,118 shares; 2025Q2: 2,133 shares; 2025Q3: 2,237 shares; 2025Q4: 2,157 shares 2,157 $798K 0.06% -80 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: 1,939 shares; 2024Q4: 2,046 shares; 2025Q1: 2,167 shares; 2025Q2: 2,095 shares; 2025Q3: 2,094 shares; 2025Q4: 2,259 shares 2,259 $794K 0.06% +165 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,953 shares 24,953 $793K 0.06% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 1,981 shares; 2025Q1: 2,325 shares; 2025Q2: 2,327 shares; 2025Q3: 2,335 shares; 2025Q4: 2,692 shares 2,692 $781K 0.06% +357 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: 31,148 shares; 2024Q4: 30,430 shares; 2025Q1: 30,395 shares; 2025Q2: 5,859 shares; 2025Q3: 6,163 shares; 2025Q4: 6,140 shares 6,140 $769K 0.06% -23 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,126 shares; 2024Q4: 14,187 shares; 2025Q1: 15,212 shares; 2025Q2: 14,947 shares; 2025Q3: 14,678 shares; 2025Q4: 14,901 shares 14,901 $753K 0.06% +223 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: 6,884 shares; 2024Q4: 7,018 shares; 2025Q1: 7,085 shares; 2025Q2: 7,100 shares; 2025Q3: 7,184 shares; 2025Q4: 7,857 shares 7,857 $732K 0.06% +673 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: 8,512 shares; 2024Q4: 16,823 shares; 2025Q1: 17,254 shares; 2025Q2: 16,784 shares; 2025Q3: 16,136 shares; 2025Q4: 13,508 shares 13,508 $729K 0.06% -2,628 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: 4,694 shares; 2024Q4: 4,399 shares; 2025Q1: 4,599 shares; 2025Q2: 4,591 shares; 2025Q3: 4,582 shares; 2025Q4: 4,426 shares 4,426 $717K 0.06% -156 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,254 shares; 2025Q4: 15,799 shares 15,799 $717K 0.06% +10,545 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,929 shares; 2024Q4: 2,570 shares; 2025Q1: 2,603 shares; 2025Q2: 3,152 shares; 2025Q3: 3,146 shares; 2025Q4: 3,105 shares 3,105 $706K 0.06% -41 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,611 shares; 2024Q4: 5,605 shares; 2025Q1: 4,470 shares; 2025Q2: 4,598 shares; 2025Q3: 4,661 shares; 2025Q4: 4,825 shares 4,825 $692K 0.05% +164 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: 6,007 shares; 2024Q4: 5,996 shares; 2025Q1: 6,612 shares; 2025Q2: 6,081 shares; 2025Q3: 5,227 shares; 2025Q4: 5,251 shares 5,251 $691K 0.05% +24 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: 22,867 shares; 2024Q4: 22,867 shares; 2025Q1: 27,692 shares; 2025Q2: 27,692 shares; 2025Q3: 27,692 shares; 2025Q4: 32,501 shares 32,501 $687K 0.05% +4,809 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: 54,054 shares; 2024Q4: 41,445 shares; 2025Q1: 45,794 shares; 2025Q2: 47,632 shares; 2025Q3: 53,189 shares; 2025Q4: 52,226 shares 52,226 $685K 0.05% -963 Timeline BSCZ 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,848 shares 32,848 $684K 0.05% new Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,929 shares; 2024Q4: 3,929 shares; 2025Q1: 3,929 shares; 2025Q2: 3,929 shares; 2025Q3: 3,929 shares; 2025Q4: 3,930 shares 3,930 $671K 0.05% +1 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: 1,599 shares; 2024Q4: 1,620 shares; 2025Q1: 1,743 shares; 2025Q2: 1,791 shares; 2025Q3: 1,977 shares; 2025Q4: 1,989 shares 1,989 $670K 0.05% +12 Timeline JPEM 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: 7,877 shares; 2025Q1: 8,312 shares; 2025Q2: 8,377 shares; 2025Q3: 8,842 shares; 2025Q4: 10,991 shares 10,991 $668K 0.05% +2,149 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,878 shares; 2024Q4: 7,600 shares; 2025Q1: 8,915 shares; 2025Q2: 8,967 shares; 2025Q3: 9,157 shares; 2025Q4: 9,300 shares 9,300 $667K 0.05% +143 Timeline XMHQ 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: 5,665 shares; 2024Q4: 6,592 shares; 2025Q1: 6,418 shares; 2025Q2: 6,171 shares; 2025Q3: 6,272 shares; 2025Q4: 6,502 shares 6,502 $666K 0.05% +230 Timeline PTIN 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: 27,674 shares; 2024Q4: 25,188 shares; 2025Q1: 25,334 shares; 2025Q2: 23,707 shares; 2025Q3: 22,840 shares; 2025Q4: 21,166 shares 21,166 $666K 0.05% -1,674 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: 6,293 shares; 2024Q4: 6,408 shares; 2025Q1: 6,271 shares; 2025Q2: 6,027 shares; 2025Q3: 6,835 shares; 2025Q4: 6,814 shares 6,814 $655K 0.05% -21 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: 15,229 shares; 2024Q4: 19,361 shares; 2025Q1: 6,176 shares; 2025Q2: 7,059 shares; 2025Q3: 7,168 shares; 2025Q4: 15,269 shares 15,269 $652K 0.05% +8,101 Timeline TDTT 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: 32,340 shares; 2024Q4: 31,130 shares; 2025Q1: 31,135 shares; 2025Q2: 32,357 shares; 2025Q3: 28,893 shares; 2025Q4: 27,053 shares 27,053 $651K 0.05% -1,840 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: 19,528 shares; 2024Q4: 19,067 shares; 2025Q1: 9,968 shares; 2025Q2: 9,748 shares; 2025Q3: 9,411 shares; 2025Q4: 8,095 shares 8,095 $642K 0.05% -1,316 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,006 shares; 2025Q3: 5,607 shares; 2025Q4: 12,788 shares 12,788 $640K 0.05% +7,181 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: 20,217 shares; 2024Q4: 5,918 shares; 2025Q1: 6,051 shares; 2025Q2: 5,729 shares; 2025Q3: 5,603 shares; 2025Q4: 8,081 shares 8,081 $639K 0.05% +2,478 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: 11,560 shares; 2024Q4: 11,159 shares; 2025Q1: 10,025 shares; 2025Q2: 7,489 shares; 2025Q3: 7,190 shares; 2025Q4: 8,050 shares 8,050 $634K 0.05% +860 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: 640 shares; 2024Q4: 738 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 821 shares; 2025Q4: 839 shares 839 $632K 0.05% +18 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: 54,395 shares; 2024Q4: 37,304 shares; 2025Q1: 37,234 shares; 2025Q2: 10,627 shares; 2025Q3: 10,998 shares; 2025Q4: 10,760 shares 10,760 $630K 0.05% -238 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: 2,531 shares; 2024Q4: 2,574 shares; 2025Q1: 2,579 shares; 2025Q2: 2,567 shares; 2025Q3: 2,575 shares; 2025Q4: 2,550 shares 2,550 $628K 0.05% -25 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: 1,116 shares; 2024Q4: 1,231 shares; 2025Q1: 1,059 shares; 2025Q2: 1,077 shares; 2025Q3: 975 shares; 2025Q4: 944 shares 944 $626K 0.05% -31 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,578 shares; 2024Q4: 7,651 shares; 2025Q1: 7,647 shares; 2025Q2: 7,685 shares; 2025Q3: 7,735 shares; 2025Q4: 9,266 shares 9,266 $624K 0.05% +1,531 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: 6,650 shares; 2024Q4: 10,058 shares; 2025Q1: 10,808 shares; 2025Q2: 12,089 shares; 2025Q3: 13,185 shares; 2025Q4: 14,265 shares 14,265 $623K 0.05% +1,080 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: 5,159 shares; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 1,010 shares; 2025Q3: 1,031 shares; 2025Q4: 1,061 shares 1,061 $615K 0.05% +30 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 2,120 shares; 2025Q1: 1,902 shares; 2025Q2: 1,846 shares; 2025Q3: 2,263 shares; 2025Q4: 2,257 shares 2,257 $612K 0.05% -6 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: 3,658 shares; 2025Q1: 3,488 shares; 2025Q2: 3,576 shares; 2025Q3: 3,614 shares; 2025Q4: 3,546 shares 3,546 $607K 0.05% -68 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: 9,254 shares; 2024Q4: 10,661 shares; 2025Q1: 9,510 shares; 2025Q2: 9,321 shares; 2025Q3: 9,348 shares; 2025Q4: 11,209 shares 11,209 $603K 0.05% +1,861 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: 4,157 shares; 2024Q4: 3,984 shares; 2025Q1: 4,376 shares; 2025Q2: 4,286 shares; 2025Q3: 4,297 shares; 2025Q4: 4,508 shares 4,508 $598K 0.05% +211 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: 1,371 shares; 2024Q4: 1,757 shares; 2025Q1: 1,813 shares; 2025Q2: 1,877 shares; 2025Q3: 1,887 shares; 2025Q4: 1,892 shares 1,892 $590K 0.05% +5 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,844 shares; 2024Q4: 5,357 shares; 2025Q1: 6,552 shares; 2025Q2: 6,820 shares; 2025Q3: 7,149 shares; 2025Q4: 7,201 shares 7,201 $588K 0.05% +52 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: 3,149 shares; 2024Q4: 3,943 shares; 2025Q1: 3,861 shares; 2025Q2: 3,826 shares; 2025Q3: 3,307 shares; 2025Q4: 3,665 shares 3,665 $588K 0.05% +358 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,247 shares; 2025Q1: 25,446 shares; 2025Q2: 24,202 shares; 2025Q3: 24,951 shares; 2025Q4: 25,266 shares 25,266 $582K 0.05% +315 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: 2,720 shares; 2024Q4: 3,583 shares; 2025Q1: 3,945 shares; 2025Q2: 4,153 shares; 2025Q3: 3,742 shares; 2025Q4: 3,624 shares 3,624 $580K 0.05% -118 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: 791 shares; 2024Q4: 3,127 shares; 2025Q1: 2,934 shares; 2025Q2: 2,797 shares; 2025Q3: 3,039 shares; 2025Q4: 3,129 shares 3,129 $576K 0.05% +90 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: 7,320 shares; 2024Q4: 7,449 shares; 2025Q1: 7,583 shares; 2025Q2: 7,674 shares; 2025Q3: 7,707 shares; 2025Q4: 7,772 shares 7,772 $571K 0.05% +65 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: not reported; 2024Q4: not reported; 2025Q1: 26,291 shares; 2025Q2: 26,291 shares; 2025Q3: 28,362 shares; 2025Q4: 29,529 shares 29,529 $570K 0.05% +1,167 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: 2,811 shares; 2024Q4: 3,497 shares; 2025Q1: 3,449 shares; 2025Q2: 3,359 shares; 2025Q3: 6,215 shares; 2025Q4: 6,174 shares 6,174 $568K 0.05% -41 Timeline QDEF 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: 6,999 shares; 2024Q4: 6,999 shares; 2025Q1: 6,999 shares; 2025Q2: 6,999 shares; 2025Q3: 6,999 shares; 2025Q4: 6,999 shares 6,999 $567K 0.04% 0 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: 2,811 shares; 2024Q4: 3,166 shares; 2025Q1: 3,044 shares; 2025Q2: 3,044 shares; 2025Q3: 3,151 shares; 2025Q4: 3,012 shares 3,012 $566K 0.04% -139 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: 20,559 shares; 2024Q4: 18,773 shares; 2025Q1: 18,817 shares; 2025Q2: 18,886 shares; 2025Q3: 18,166 shares; 2025Q4: 18,118 shares 18,118 $561K 0.04% -48 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: 7,089 shares; 2024Q4: 7,089 shares; 2025Q1: 7,089 shares; 2025Q2: 4,924 shares; 2025Q3: 4,924 shares; 2025Q4: 4,924 shares 4,924 $560K 0.04% 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: 6,322 shares; 2024Q4: 7,898 shares; 2025Q1: 10,521 shares; 2025Q2: 10,639 shares; 2025Q3: 10,425 shares; 2025Q4: 11,292 shares 11,292 $559K 0.04% +867 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: 15,818 shares; 2024Q4: 15,977 shares; 2025Q1: 14,797 shares; 2025Q2: 14,757 shares; 2025Q3: 15,291 shares; 2025Q4: 16,044 shares 16,044 $557K 0.04% +753 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: 4,463 shares; 2024Q4: 34,427 shares; 2025Q1: 19,456 shares; 2025Q2: 18,881 shares; 2025Q3: 18,361 shares; 2025Q4: 17,033 shares 17,033 $556K 0.04% -1,328 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 859 shares; 2025Q1: 846 shares; 2025Q2: 859 shares; 2025Q3: 862 shares; 2025Q4: 850 shares 850 $556K 0.04% -12 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,367 shares; 2024Q4: 2,480 shares; 2025Q1: 1,851 shares; 2025Q2: 1,585 shares; 2025Q3: 1,544 shares; 2025Q4: 1,547 shares 1,547 $553K 0.04% +3 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: 7,519 shares; 2024Q4: 7,304 shares; 2025Q1: 6,654 shares; 2025Q2: 5,934 shares; 2025Q3: 6,860 shares; 2025Q4: 6,651 shares 6,651 $551K 0.04% -209 Timeline ASEA 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: not reported; 2025Q4: 30,014 shares 30,014 $550K 0.04% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,289 shares; 2024Q4: 2,745 shares; 2025Q1: 2,467 shares; 2025Q2: 2,467 shares; 2025Q3: 2,659 shares; 2025Q4: 2,666 shares 2,666 $547K 0.04% +7 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: 3,953 shares; 2024Q4: 4,608 shares; 2025Q1: 5,719 shares; 2025Q2: 7,113 shares; 2025Q3: 6,239 shares; 2025Q4: 6,212 shares 6,212 $528K 0.04% -27 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,997 shares; 2024Q4: 9,513 shares; 2025Q1: 10,670 shares; 2025Q2: 10,560 shares; 2025Q3: 10,360 shares; 2025Q4: 8,504 shares 8,504 $525K 0.04% -1,856 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE 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: 26,609 shares; 2025Q2: 26,658 shares; 2025Q3: 26,458 shares; 2025Q4: 26,397 shares 26,397 $520K 0.04% -61 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: 11,404 shares; 2024Q4: 2,291 shares; 2025Q1: 2,128 shares; 2025Q2: 2,077 shares; 2025Q3: 2,085 shares; 2025Q4: 2,015 shares 2,015 $518K 0.04% -70 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,372 shares; 2025Q1: 1,377 shares; 2025Q2: 2,076 shares; 2025Q3: 2,058 shares; 2025Q4: 2,123 shares 2,123 $515K 0.04% +65 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,747 shares; 2024Q4: 53,537 shares; 2025Q1: 53,759 shares; 2025Q2: 52,760 shares; 2025Q3: 50,007 shares; 2025Q4: 46,613 shares 46,613 $512K 0.04% -3,394 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: 393 shares; 2024Q4: 436 shares; 2025Q1: 387 shares; 2025Q2: 5,540 shares; 2025Q3: 5,943 shares; 2025Q4: 5,591 shares 5,591 $510K 0.04% -352 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: 4,976 shares; 2024Q4: 5,526 shares; 2025Q1: 6,699 shares; 2025Q2: 4,584 shares; 2025Q3: 4,437 shares; 2025Q4: 4,442 shares 4,442 $506K 0.04% +5 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,307 shares; 2025Q1: 4,833 shares; 2025Q2: 5,147 shares; 2025Q3: 5,078 shares; 2025Q4: 5,174 shares 5,174 $493K 0.04% +96 Timeline BBBS 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: 9,521 shares 9,521 $490K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 6,246 shares; 2025Q2: not reported; 2025Q3: 6,200 shares; 2025Q4: 6,712 shares 6,712 $483K 0.04% +512 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: 892 shares; 2024Q4: 1,035 shares; 2025Q1: 1,042 shares; 2025Q2: 1,025 shares; 2025Q3: 1,039 shares; 2025Q4: 1,034 shares 1,034 $481K 0.04% -5 Timeline SPSK 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: 28,580 shares; 2024Q4: 25,917 shares; 2025Q1: 26,035 shares; 2025Q2: 26,152 shares; 2025Q3: 26,133 shares; 2025Q4: 26,321 shares 26,321 $480K 0.04% +188 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: 453 shares; 2024Q4: 601 shares; 2025Q1: 527 shares; 2025Q2: 504 shares; 2025Q3: 550 shares; 2025Q4: 546 shares 546 $480K 0.04% -4 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: 7,693 shares; 2024Q4: 17,579 shares; 2025Q1: 18,140 shares; 2025Q2: 18,295 shares; 2025Q3: 17,659 shares; 2025Q4: 16,768 shares 16,768 $478K 0.04% -891 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,777 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,785 shares; 2025Q4: 5,801 shares 5,801 $472K 0.04% +16 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,665 shares; 2025Q4: 3,271 shares 3,271 $471K 0.04% +606 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: 916 shares; 2024Q4: 1,090 shares; 2025Q1: 1,075 shares; 2025Q2: 1,104 shares; 2025Q3: 1,145 shares; 2025Q4: 1,084 shares 1,084 $462K 0.04% -61 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,861 shares; 2024Q4: 4,365 shares; 2025Q1: 4,042 shares; 2025Q2: 3,770 shares; 2025Q3: 4,849 shares; 2025Q4: 4,792 shares 4,792 $457K 0.04% -57 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 12,089 shares; 2025Q4: 15,003 shares 15,003 $457K 0.04% +2,914 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,981 shares 6,981 $457K 0.04% new 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: 6,615 shares; 2024Q4: 6,249 shares; 2025Q1: 6,524 shares; 2025Q2: 6,180 shares; 2025Q3: 6,207 shares; 2025Q4: 6,205 shares 6,205 $456K 0.04% -2 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,429 shares; 2024Q4: 5,428 shares; 2025Q1: 4,474 shares; 2025Q2: 3,854 shares; 2025Q3: 3,688 shares; 2025Q4: 3,620 shares 3,620 $456K 0.04% -68 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,830 shares; 2025Q1: not reported; 2025Q2: 7,505 shares; 2025Q3: 8,308 shares; 2025Q4: 10,106 shares 10,106 $453K 0.04% +1,798 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: 6,353 shares; 2024Q4: 6,002 shares; 2025Q1: 5,345 shares; 2025Q2: 4,853 shares; 2025Q3: 3,767 shares; 2025Q4: 3,692 shares 3,692 $453K 0.04% -75 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,903 shares; 2025Q4: 4,108 shares 4,108 $453K 0.04% +205 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,200 shares; 2024Q4: 14,791 shares; 2025Q1: 12,377 shares; 2025Q2: 11,123 shares; 2025Q3: 11,779 shares; 2025Q4: 12,196 shares 12,196 $450K 0.04% +417 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,432 shares; 2025Q1: 2,241 shares; 2025Q2: 2,292 shares; 2025Q3: 2,254 shares; 2025Q4: 2,212 shares 2,212 $449K 0.04% -42 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,353 shares; 2024Q4: 19,800 shares; 2025Q1: 19,330 shares; 2025Q2: 18,089 shares; 2025Q3: 18,195 shares; 2025Q4: 17,030 shares 17,030 $448K 0.04% -1,165 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,286 shares 11,286 $446K 0.04% 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: 987 shares; 2024Q4: 1,802 shares; 2025Q1: 1,477 shares; 2025Q2: 1,476 shares; 2025Q3: 1,530 shares; 2025Q4: 1,632 shares 1,632 $446K 0.04% +102 Timeline BSJX 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,087 shares 17,087 $435K 0.03% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 3,320 shares; 2025Q1: 2,294 shares; 2025Q2: 2,324 shares; 2025Q3: 2,443 shares; 2025Q4: 4,345 shares 4,345 $434K 0.03% +1,902 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,387 shares; 2025Q2: 1,400 shares; 2025Q3: 1,498 shares; 2025Q4: 1,221 shares 1,221 $431K 0.03% -277 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: 2,514 shares; 2024Q4: 2,076 shares; 2025Q1: 2,075 shares; 2025Q2: 2,067 shares; 2025Q3: 2,090 shares; 2025Q4: 2,073 shares 2,073 $418K 0.03% -17 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,910 shares; 2025Q3: 11,799 shares; 2025Q4: 11,982 shares 11,982 $416K 0.03% +183 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,668 shares; 2024Q4: 7,009 shares; 2025Q1: 7,415 shares; 2025Q2: 7,333 shares; 2025Q3: 6,691 shares; 2025Q4: 5,662 shares 5,662 $416K 0.03% -1,029 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,732 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,215 shares; 2025Q4: 3,213 shares 3,213 $414K 0.03% -2 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: 1,044 shares; 2024Q4: 1,129 shares; 2025Q1: 1,070 shares; 2025Q2: 791 shares; 2025Q3: 756 shares; 2025Q4: 728 shares 728 $413K 0.03% -28 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 325 shares; 2025Q2: 274 shares; 2025Q3: 332 shares; 2025Q4: 339 shares 339 $412K 0.03% +7 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: 1,083 shares; 2024Q4: 1,080 shares; 2025Q1: 1,056 shares; 2025Q2: 1,057 shares; 2025Q3: 1,058 shares; 2025Q4: 1,060 shares 1,060 $410K 0.03% +2 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,170 shares; 2024Q4: 8,536 shares; 2025Q1: 8,154 shares; 2025Q2: 7,221 shares; 2025Q3: 7,221 shares; 2025Q4: 7,222 shares 7,222 $409K 0.03% +1 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,402 shares; 2025Q4: 14,467 shares 14,467 $409K 0.03% +7,065 Timeline BSSX 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: 21,930 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,842 shares; 2025Q3: 12,534 shares; 2025Q4: 15,719 shares 15,719 $406K 0.03% +3,185 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,792 shares; 2025Q1: 1,773 shares; 2025Q2: 1,948 shares; 2025Q3: 1,912 shares; 2025Q4: 1,912 shares 1,912 $405K 0.03% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: 12,798 shares; 2025Q1: 12,798 shares; 2025Q2: 12,798 shares; 2025Q3: 12,798 shares; 2025Q4: 15,427 shares 15,427 $405K 0.03% +2,629 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,733 shares; 2025Q1: 1,768 shares; 2025Q2: 1,683 shares; 2025Q3: 1,502 shares; 2025Q4: 1,503 shares 1,503 $403K 0.03% +1 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,062 shares; 2024Q4: 127,924 shares; 2025Q1: 92,816 shares; 2025Q2: 16,182 shares; 2025Q3: 9,996 shares; 2025Q4: 9,083 shares 9,083 $403K 0.03% -913 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,153 shares; 2024Q4: 84,841 shares; 2025Q1: 48,987 shares; 2025Q2: 30,096 shares; 2025Q3: 7,714 shares; 2025Q4: 5,632 shares 5,632 $402K 0.03% -2,082 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,166 shares; 2025Q4: 3,442 shares 3,442 $400K 0.03% +276 Timeline CWI 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: 13,862 shares; 2025Q1: 13,834 shares; 2025Q2: 13,567 shares; 2025Q3: 11,695 shares; 2025Q4: 11,122 shares 11,122 $400K 0.03% -573 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,961 shares; 2024Q4: 3,081 shares; 2025Q1: 3,063 shares; 2025Q2: 3,331 shares; 2025Q3: 3,366 shares; 2025Q4: 3,311 shares 3,311 $397K 0.03% -55 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,743 shares; 2024Q4: 14,237 shares; 2025Q1: 12,896 shares; 2025Q2: 11,814 shares; 2025Q3: 11,020 shares; 2025Q4: 10,797 shares 10,797 $395K 0.03% -223 Timeline POWA 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: 6,982 shares; 2024Q4: 6,995 shares; 2025Q1: 6,031 shares; 2025Q2: 6,031 shares; 2025Q3: 4,381 shares; 2025Q4: 4,381 shares 4,381 $394K 0.03% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 975 shares; 2025Q1: 989 shares; 2025Q2: 1,018 shares; 2025Q3: 1,024 shares; 2025Q4: 1,010 shares 1,010 $393K 0.03% -14 Timeline FFLC 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: 7,245 shares; 2024Q4: 7,245 shares; 2025Q1: 7,245 shares; 2025Q2: 7,265 shares; 2025Q3: 7,280 shares; 2025Q4: 7,311 shares 7,311 $390K 0.03% +31 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,795 shares; 2025Q1: 1,789 shares; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares; 2025Q4: 1,737 shares 1,737 $388K 0.03% -8 Timeline BSJU 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: 21,586 shares; 2024Q4: 22,086 shares; 2025Q1: 21,126 shares; 2025Q2: 19,210 shares; 2025Q3: 17,780 shares; 2025Q4: 14,831 shares 14,831 $387K 0.03% -2,949 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 576 shares; 2025Q2: 522 shares; 2025Q3: 529 shares; 2025Q4: 814 shares 814 $382K 0.03% +285 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,713 shares; 2024Q4: 7,613 shares; 2025Q1: 6,862 shares; 2025Q2: 7,979 shares; 2025Q3: 7,818 shares; 2025Q4: 7,820 shares 7,820 $378K 0.03% +2 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,127 shares; 2024Q4: 3,800 shares; 2025Q1: 3,068 shares; 2025Q2: 3,159 shares; 2025Q3: 3,131 shares; 2025Q4: 3,149 shares 3,149 $374K 0.03% +18 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: 7,192 shares; 2024Q4: 14,638 shares; 2025Q1: 14,583 shares; 2025Q2: 14,020 shares; 2025Q3: 13,919 shares; 2025Q4: 15,549 shares 15,549 $374K 0.03% +1,630 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,491 shares; 2025Q1: 1,736 shares; 2025Q2: 2,013 shares; 2025Q3: 2,036 shares; 2025Q4: 1,926 shares 1,926 $374K 0.03% -110 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,120 shares; 2025Q4: 4,135 shares 4,135 $362K 0.03% +15 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: 1,847 shares; 2024Q4: not reported; 2025Q1: 2,603 shares; 2025Q2: 2,635 shares; 2025Q3: 2,614 shares; 2025Q4: 2,614 shares 2,614 $360K 0.03% 0 Timeline PIO 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: 53,641 shares; 2025Q3: 13,696 shares; 2025Q4: 8,076 shares 8,076 $357K 0.03% -5,620 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: 13,763 shares; 2024Q4: 13,389 shares; 2025Q1: 22,631 shares; 2025Q2: 21,680 shares; 2025Q3: 18,249 shares; 2025Q4: 17,574 shares 17,574 $356K 0.03% -675 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,944 shares; 2025Q2: 5,873 shares; 2025Q3: 5,607 shares; 2025Q4: 5,732 shares 5,732 $352K 0.03% +125 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 361 shares; 2025Q1: not reported; 2025Q2: 342 shares; 2025Q3: 347 shares; 2025Q4: 326 shares 326 $348K 0.03% -21 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,218 shares; 2024Q4: 5,728 shares; 2025Q1: 4,730 shares; 2025Q2: 4,660 shares; 2025Q3: 4,570 shares; 2025Q4: 4,366 shares 4,366 $347K 0.03% -204 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: 910 shares; 2024Q4: 931 shares; 2025Q1: 1,569 shares; 2025Q2: 1,572 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares 1,185 $342K 0.03% 0 Timeline BOW BOWHEAD SPECIALTY HLDGS INC More: the full row for BOWHEAD SPECIALTY 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: 19,545 shares; 2025Q2: 11,945 shares; 2025Q3: 11,945 shares; 2025Q4: 11,945 shares 11,945 $341K 0.03% 0 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: 2,083 shares; 2025Q1: 309 shares; 2025Q2: 298 shares; 2025Q3: 1,751 shares; 2025Q4: 316 shares 316 $339K 0.03% -1,435 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: 6,045 shares; 2024Q4: 6,071 shares; 2025Q1: 6,210 shares; 2025Q2: 6,663 shares; 2025Q3: 6,689 shares; 2025Q4: 6,558 shares 6,558 $338K 0.03% -131 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,701 shares; 2024Q4: 23,793 shares; 2025Q1: 23,080 shares; 2025Q2: 23,332 shares; 2025Q3: 22,707 shares; 2025Q4: 22,764 shares 22,764 $337K 0.03% +57 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,149 shares; 2024Q4: 6,599 shares; 2025Q1: 6,109 shares; 2025Q2: 5,160 shares; 2025Q3: 5,045 shares; 2025Q4: 4,850 shares 4,850 $332K 0.03% -195 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 1,551 shares; 2025Q1: 1,702 shares; 2025Q2: 1,389 shares; 2025Q3: 1,334 shares; 2025Q4: 1,443 shares 1,443 $330K 0.03% +109 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 280 shares; 2025Q1: 259 shares; 2025Q2: 340 shares; 2025Q3: 382 shares; 2025Q4: 2,155 shares 2,155 $330K 0.03% +1,773 Timeline PTMC 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: 14,338 shares; 2024Q4: 14,798 shares; 2025Q1: 14,938 shares; 2025Q2: 12,487 shares; 2025Q3: 10,576 shares; 2025Q4: 9,239 shares 9,239 $330K 0.03% -1,337 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,360 shares; 2024Q4: 17,825 shares; 2025Q1: 17,292 shares; 2025Q2: 17,482 shares; 2025Q3: 17,013 shares; 2025Q4: 13,443 shares 13,443 $326K 0.03% -3,570 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,099 shares; 2025Q2: 14,099 shares; 2025Q3: 14,099 shares; 2025Q4: 14,099 shares 14,099 $325K 0.03% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,905 shares; 2024Q4: 2,600 shares; 2025Q1: 2,228 shares; 2025Q2: 2,228 shares; 2025Q3: 2,415 shares; 2025Q4: 2,358 shares 2,358 $325K 0.03% -57 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,745 shares; 2024Q4: 27,831 shares; 2025Q1: 28,831 shares; 2025Q2: 23,474 shares; 2025Q3: 19,612 shares; 2025Q4: 11,835 shares 11,835 $325K 0.03% -7,777 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: 1,496 shares; 2025Q1: 1,484 shares; 2025Q2: 1,533 shares; 2025Q3: 1,578 shares; 2025Q4: 1,525 shares 1,525 $323K 0.03% -53 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: not reported; 2024Q4: 471 shares; 2025Q1: not reported; 2025Q2: 616 shares; 2025Q3: 670 shares; 2025Q4: 670 shares 670 $322K 0.03% 0 Timeline BSJQ 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: 23,159 shares; 2024Q4: 23,260 shares; 2025Q1: 23,459 shares; 2025Q2: 19,691 shares; 2025Q3: 13,292 shares; 2025Q4: 13,635 shares 13,635 $318K 0.03% +343 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,026 shares; 2025Q4: 6,383 shares 6,383 $317K 0.03% +2,357 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: 2,321 shares; 2024Q4: 3,202 shares; 2025Q1: 3,239 shares; 2025Q2: 2,403 shares; 2025Q3: 2,097 shares; 2025Q4: 2,122 shares 2,122 $316K 0.03% +25 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,923 shares; 2024Q4: 4,435 shares; 2025Q1: 3,837 shares; 2025Q2: 4,813 shares; 2025Q3: 6,052 shares; 2025Q4: 5,847 shares 5,847 $315K 0.02% -205 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,375 shares; 2024Q4: 3,310 shares; 2025Q1: 3,334 shares; 2025Q2: 4,209 shares; 2025Q3: 4,183 shares; 2025Q4: 4,236 shares 4,236 $315K 0.02% +53 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,652 shares; 2025Q2: 3,795 shares; 2025Q3: 3,719 shares; 2025Q4: 3,911 shares 3,911 $313K 0.02% +192 Timeline SCHI 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: 6,601 shares; 2024Q4: 13,295 shares; 2025Q1: 13,334 shares; 2025Q2: 13,401 shares; 2025Q3: 13,469 shares; 2025Q4: 13,557 shares 13,557 $311K 0.02% +88 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: 3,093 shares; 2024Q4: 3,372 shares; 2025Q1: 3,401 shares; 2025Q2: 3,229 shares; 2025Q3: 3,282 shares; 2025Q4: 3,114 shares 3,114 $311K 0.02% -168 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,049 shares; 2025Q4: 3,031 shares 3,031 $310K 0.02% +982 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: 4,670 shares; 2024Q4: 4,792 shares; 2025Q1: 4,762 shares; 2025Q2: 4,845 shares; 2025Q3: 4,804 shares; 2025Q4: 4,947 shares 4,947 $309K 0.02% +143 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: 4,894 shares; 2024Q4: not reported; 2025Q1: 5,530 shares; 2025Q2: 3,825 shares; 2025Q3: 3,855 shares; 2025Q4: 5,466 shares 5,466 $308K 0.02% +1,611 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: 2,439 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,439 shares; 2025Q3: 2,417 shares; 2025Q4: 3,192 shares 3,192 $307K 0.02% +775 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,783 shares; 2025Q4: 3,403 shares 3,403 $306K 0.02% +620 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,742 shares; 2025Q1: 6,315 shares; 2025Q2: 5,921 shares; 2025Q3: 5,659 shares; 2025Q4: 7,480 shares 7,480 $305K 0.02% +1,821 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: 54,954 shares; 2024Q4: 50,602 shares; 2025Q1: 27,657 shares; 2025Q2: 15,185 shares; 2025Q3: 5,295 shares; 2025Q4: 3,462 shares 3,462 $302K 0.02% -1,833 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,681 shares; 2025Q1: 3,904 shares; 2025Q2: 4,022 shares; 2025Q3: 4,292 shares; 2025Q4: 3,925 shares 3,925 $299K 0.02% -367 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 739 shares; 2025Q1: 687 shares; 2025Q2: 637 shares; 2025Q3: 623 shares; 2025Q4: 605 shares 605 $297K 0.02% -18 Timeline BSJS 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: 38,511 shares; 2024Q4: 34,853 shares; 2025Q1: 34,469 shares; 2025Q2: 25,499 shares; 2025Q3: 18,934 shares; 2025Q4: 13,465 shares 13,465 $296K 0.02% -5,469 Timeline BSMZ 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,508 shares 11,508 $293K 0.02% new Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,663 shares; 2024Q4: 4,626 shares; 2025Q1: 3,385 shares; 2025Q2: 2,760 shares; 2025Q3: 2,570 shares; 2025Q4: 2,575 shares 2,575 $291K 0.02% +5 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,942 shares; 2025Q2: 12,942 shares; 2025Q3: 12,942 shares; 2025Q4: 12,942 shares 12,942 $291K 0.02% 0 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: 730 shares; 2024Q4: 832 shares; 2025Q1: 649 shares; 2025Q2: 695 shares; 2025Q3: 760 shares; 2025Q4: 831 shares 831 $291K 0.02% +71 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,417 shares; 2025Q4: 2,319 shares 2,319 $289K 0.02% -98 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: 2,986 shares; 2024Q4: 2,211 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,996 shares 2,996 $288K 0.02% new Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,588 shares; 2025Q2: 12,588 shares; 2025Q3: 12,588 shares; 2025Q4: 12,588 shares 12,588 $288K 0.02% 0 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: not reported; 2024Q4: 1,769 shares; 2025Q1: 1,687 shares; 2025Q2: 1,722 shares; 2025Q3: 1,728 shares; 2025Q4: 1,773 shares 1,773 $287K 0.02% +45 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: 1,962 shares; 2024Q4: 1,779 shares; 2025Q1: 1,657 shares; 2025Q2: 1,619 shares; 2025Q3: 1,625 shares; 2025Q4: 1,550 shares 1,550 $287K 0.02% -75 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 918 shares; 2025Q1: 920 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 884 shares 884 $286K 0.02% -1 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: 476 shares; 2024Q4: 515 shares; 2025Q1: 514 shares; 2025Q2: 674 shares; 2025Q3: 563 shares; 2025Q4: 547 shares 547 $286K 0.02% -16 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: 926 shares; 2024Q4: 1,159 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 884 shares; 2025Q4: 885 shares 885 $286K 0.02% +1 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,251 shares; 2025Q2: 2,153 shares; 2025Q3: not reported; 2025Q4: 2,862 shares 2,862 $284K 0.02% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,680 shares 1,680 $284K 0.02% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 877 shares; 2025Q1: 874 shares; 2025Q2: not reported; 2025Q3: 932 shares; 2025Q4: 968 shares 968 $280K 0.02% +36 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,933 shares; 2024Q4: 10,933 shares; 2025Q1: 10,933 shares; 2025Q2: 10,933 shares; 2025Q3: 10,933 shares; 2025Q4: 10,933 shares 10,933 $280K 0.02% 0 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,893 shares; 2024Q4: 10,893 shares; 2025Q1: 10,893 shares; 2025Q2: 10,893 shares; 2025Q3: 10,893 shares; 2025Q4: 10,893 shares 10,893 $279K 0.02% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,960 shares; 2025Q1: 1,940 shares; 2025Q2: 1,943 shares; 2025Q3: 1,959 shares; 2025Q4: 2,049 shares 2,049 $279K 0.02% +90 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,975 shares; 2025Q1: 1,980 shares; 2025Q2: 1,837 shares; 2025Q3: 1,932 shares; 2025Q4: 1,922 shares 1,922 $278K 0.02% -10 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: 459 shares; 2024Q4: 535 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 555 shares; 2025Q4: 544 shares 544 $278K 0.02% -11 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,943 shares; 2024Q4: 10,943 shares; 2025Q1: 10,943 shares; 2025Q2: 10,943 shares; 2025Q3: 10,943 shares; 2025Q4: 10,943 shares 10,943 $278K 0.02% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 1,937 shares; 2025Q1: 1,937 shares; 2025Q2: 1,937 shares; 2025Q3: 1,937 shares; 2025Q4: 1,914 shares 1,914 $270K 0.02% -23 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,918 shares; 2025Q3: 6,146 shares; 2025Q4: 6,138 shares 6,138 $269K 0.02% -8 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS 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: 915 shares; 2025Q3: 926 shares; 2025Q4: 911 shares 911 $267K 0.02% -15 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 303 shares; 2025Q1: 326 shares; 2025Q2: 305 shares; 2025Q3: 311 shares; 2025Q4: 931 shares 931 $267K 0.02% +620 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,456 shares; 2025Q2: 6,256 shares; 2025Q3: 6,659 shares; 2025Q4: 6,023 shares 6,023 $267K 0.02% -636 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,515 shares; 2025Q4: 3,515 shares 3,515 $267K 0.02% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,826 shares; 2025Q1: 2,216 shares; 2025Q2: 2,346 shares; 2025Q3: 2,119 shares; 2025Q4: 2,118 shares 2,118 $267K 0.02% -1 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: not reported; 2025Q3: not reported; 2025Q4: 5,739 shares 5,739 $266K 0.02% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,148 shares; 2025Q1: 1,148 shares; 2025Q2: 1,109 shares; 2025Q3: 1,109 shares; 2025Q4: 1,046 shares 1,046 $264K 0.02% -63 Timeline HDEF 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: 8,510 shares; 2024Q4: 8,511 shares; 2025Q1: 8,511 shares; 2025Q2: 8,511 shares; 2025Q3: 8,511 shares; 2025Q4: 8,511 shares 8,511 $264K 0.02% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 979 shares; 2025Q1: 909 shares; 2025Q2: 909 shares; 2025Q3: 913 shares; 2025Q4: 910 shares 910 $261K 0.02% -3 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 3,103 shares; 2025Q1: 3,144 shares; 2025Q2: 3,269 shares; 2025Q3: 3,246 shares; 2025Q4: 3,233 shares 3,233 $260K 0.02% -13 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 912 shares; 2025Q1: 741 shares; 2025Q2: 675 shares; 2025Q3: 750 shares; 2025Q4: 676 shares 676 $259K 0.02% -74 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,371 shares; 2025Q3: 4,395 shares; 2025Q4: 4,503 shares 4,503 $255K 0.02% +108 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,881 shares 3,881 $254K 0.02% new Timeline BOTZ 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: 7,004 shares; 2025Q4: 6,988 shares 6,988 $253K 0.02% -16 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,258 shares 2,258 $252K 0.02% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,889 shares; 2024Q4: 3,484 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,771 shares 1,771 $251K 0.02% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,341 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,419 shares 1,419 $250K 0.02% new Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,900 shares; 2025Q1: 16,400 shares; 2025Q2: 18,365 shares; 2025Q3: 37,865 shares; 2025Q4: 38,515 shares 38,515 $249K 0.02% +650 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: 4,853 shares; 2024Q4: 14,602 shares; 2025Q1: 13,949 shares; 2025Q2: 13,538 shares; 2025Q3: 13,372 shares; 2025Q4: 8,340 shares 8,340 $247K 0.02% -5,032 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest 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: 114 shares; 2025Q4: 114 shares 114 $245K 0.02% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,283 shares 5,283 $245K 0.02% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,607 shares; 2025Q3: 8,320 shares; 2025Q4: 9,119 shares 9,119 $243K 0.02% +799 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 960 shares; 2025Q1: 761 shares; 2025Q2: 761 shares; 2025Q3: 731 shares; 2025Q4: 749 shares 749 $243K 0.02% +18 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 144,763 shares; 2025Q1: 82,002 shares; 2025Q2: 50,871 shares; 2025Q3: 12,433 shares; 2025Q4: 8,376 shares 8,376 $241K 0.02% -4,057 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,853 shares 4,853 $239K 0.02% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,464 shares; 2024Q4: 7,877 shares; 2025Q1: 7,619 shares; 2025Q2: 8,727 shares; 2025Q3: 8,075 shares; 2025Q4: 7,954 shares 7,954 $238K 0.02% -121 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,860 shares; 2024Q4: 8,919 shares; 2025Q1: 6,810 shares; 2025Q2: 6,245 shares; 2025Q3: 6,089 shares; 2025Q4: 5,727 shares 5,727 $238K 0.02% -362 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,417 shares; 2024Q4: 5,954 shares; 2025Q1: 6,014 shares; 2025Q2: 6,084 shares; 2025Q3: 6,150 shares; 2025Q4: 6,221 shares 6,221 $237K 0.02% +71 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,906 shares; 2025Q1: not reported; 2025Q2: 5,277 shares; 2025Q3: 4,981 shares; 2025Q4: 3,898 shares 3,898 $236K 0.02% -1,083 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: not reported; 2024Q4: 1,935 shares; 2025Q1: 1,814 shares; 2025Q2: 1,637 shares; 2025Q3: 1,638 shares; 2025Q4: 1,640 shares 1,640 $231K 0.02% +2 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,110 shares; 2025Q4: 1,417 shares 1,417 $230K 0.02% +307 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: 1,071 shares; 2024Q4: 1,226 shares; 2025Q1: 1,145 shares; 2025Q2: 1,024 shares; 2025Q3: 986 shares; 2025Q4: 1,010 shares 1,010 $230K 0.02% +24 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,076 shares; 2025Q1: 977 shares; 2025Q2: 978 shares; 2025Q3: 916 shares; 2025Q4: 912 shares 912 $229K 0.02% -4 Timeline NXTG 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: 3,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares 2,100 $226K 0.02% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,594 shares; 2024Q4: 1,845 shares; 2025Q1: 1,742 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,211 shares 2,211 $223K 0.02% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 219 shares 219 $221K 0.02% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,245 shares; 2025Q1: 1,240 shares; 2025Q2: 1,189 shares; 2025Q3: 1,158 shares; 2025Q4: 1,274 shares 1,274 $221K 0.02% +116 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,113 shares 4,113 $220K 0.02% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,347 shares; 2024Q4: 2,536 shares; 2025Q1: 2,252 shares; 2025Q2: 2,281 shares; 2025Q3: not reported; 2025Q4: 2,242 shares 2,242 $219K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,064 shares 1,064 $219K 0.02% new Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,753 shares; 2024Q4: 10,435 shares; 2025Q1: not reported; 2025Q2: 4,273 shares; 2025Q3: 4,214 shares; 2025Q4: 3,975 shares 3,975 $218K 0.02% -239 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,187 shares; 2025Q1: 2,964 shares; 2025Q2: 2,124 shares; 2025Q3: not reported; 2025Q4: 2,220 shares 2,220 $217K 0.02% new 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: 9,786 shares; 2024Q4: 10,102 shares; 2025Q1: not reported; 2025Q2: 8,974 shares; 2025Q3: 9,332 shares; 2025Q4: 9,158 shares 9,158 $217K 0.02% -174 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 456 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 432 shares; 2025Q4: 460 shares 460 $216K 0.02% +28 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,810 shares; 2025Q4: 2,807 shares 2,807 $216K 0.02% -3 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX 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: 1,079 shares; 2025Q4: 1,079 shares 1,079 $216K 0.02% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,120 shares; 2025Q1: 3,106 shares; 2025Q2: not reported; 2025Q3: 2,767 shares; 2025Q4: 2,617 shares 2,617 $215K 0.02% -150 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,169 shares; 2025Q4: 5,169 shares 5,169 $215K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,409 shares; 2025Q4: 2,425 shares 2,425 $214K 0.02% +16 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: 1,868 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,606 shares; 2025Q4: 1,632 shares 1,632 $214K 0.02% +26 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: not reported; 2025Q4: 3,672 shares 3,672 $213K 0.02% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,306 shares; 2024Q4: 9,041 shares; 2025Q1: 7,906 shares; 2025Q2: 7,920 shares; 2025Q3: 8,017 shares; 2025Q4: 8,039 shares 8,039 $213K 0.02% +22 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES 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: not reported; 2025Q4: 5,000 shares 5,000 $212K 0.02% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,188 shares; 2024Q4: 6,267 shares; 2025Q1: 6,267 shares; 2025Q2: not reported; 2025Q3: 5,316 shares; 2025Q4: 5,482 shares 5,482 $210K 0.02% +166 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,322 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 936 shares 936 $210K 0.02% new Timeline XSOE 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: not reported; 2025Q2: not reported; 2025Q3: 5,374 shares; 2025Q4: 5,375 shares 5,375 $210K 0.02% +1 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest 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: 6,428 shares 6,428 $209K 0.02% new Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,029 shares 5,029 $209K 0.02% new 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: not reported; 2025Q3: 1,863 shares; 2025Q4: 1,775 shares 1,775 $209K 0.02% -88 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,809 shares; 2025Q2: 3,831 shares; 2025Q3: 3,881 shares; 2025Q4: 3,890 shares 3,890 $208K 0.02% +9 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: not reported; 2024Q4: 3,418 shares; 2025Q1: 3,764 shares; 2025Q2: not reported; 2025Q3: 2,543 shares; 2025Q4: 2,593 shares 2,593 $208K 0.02% +50 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,224 shares 1,224 $208K 0.02% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,467 shares 2,467 $208K 0.02% new Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,247 shares 8,247 $208K 0.02% new 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: 457 shares; 2024Q4: 484 shares; 2025Q1: 425 shares; 2025Q2: 423 shares; 2025Q3: 371 shares; 2025Q4: 364 shares 364 $207K 0.02% -7 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,206 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,182 shares; 2025Q4: 1,161 shares 1,161 $207K 0.02% -21 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,291 shares; 2025Q1: 1,640 shares; 2025Q2: 1,650 shares; 2025Q3: 1,685 shares; 2025Q4: 1,497 shares 1,497 $207K 0.02% -188 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,517 shares 5,517 $207K 0.02% new Timeline NTES NETEASE COM INC More: the full row for NETEASE COM 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: 1,497 shares 1,497 $206K 0.02% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,997 shares; 2025Q4: 6,062 shares 6,062 $205K 0.02% +65 Timeline VMBS 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: 4,337 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,347 shares; 2025Q3: 4,717 shares; 2025Q4: 4,347 shares 4,347 $205K 0.02% -370 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 30 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 30 shares; 2025Q4: 28 shares 28 $204K 0.02% -2 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,207 shares 2,207 $204K 0.02% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,460 shares 3,460 $203K 0.02% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,294 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,174 shares; 2025Q3: 3,161 shares; 2025Q4: 3,172 shares 3,172 $202K 0.02% +11 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,477 shares 4,477 $202K 0.02% new 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: 2,028 shares; 2024Q4: 2,080 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,265 shares; 2025Q4: 2,091 shares 2,091 $201K 0.02% -174 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: not reported; 2025Q2: not reported; 2025Q3: 213 shares; 2025Q4: 248 shares 248 $201K 0.02% +35 Timeline