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: 560,549 shares; 2024Q4: 611,529 shares; 2025Q1: 798,446 shares; 2025Q2: 994,382 shares; 2025Q3: 997,865 shares; 2025Q4: 1,015,733 shares 1,015,733 $121M 6.8% +17,868 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 3,389 shares; 2025Q1: 3,338 shares; 2025Q2: 6,630 shares; 2025Q3: 9,350 shares; 2025Q4: 362,910 shares 362,910 $89.3M 5.01% +353,560 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962,818 shares; 2024Q4: 977,740 shares; 2025Q1: 1,127,870 shares; 2025Q2: 1,221,775 shares; 2025Q3: 1,212,400 shares; 2025Q4: 1,180,856 shares 1,180,856 $77.9M 4.37% -31,544 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,410 shares; 2024Q4: 436,572 shares; 2025Q1: 462,667 shares; 2025Q2: 465,289 shares; 2025Q3: 470,063 shares; 2025Q4: 481,684 shares 481,684 $66.7M 3.74% +11,621 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: 352,376 shares; 2024Q4: 378,394 shares; 2025Q1: 423,388 shares; 2025Q2: 430,145 shares; 2025Q3: 437,299 shares; 2025Q4: 457,119 shares 457,119 $64.5M 3.62% +19,820 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: 68,622 shares; 2024Q4: 68,791 shares; 2025Q1: 72,234 shares; 2025Q2: 77,398 shares; 2025Q3: 79,840 shares; 2025Q4: 97,525 shares 97,525 $61.2M 3.43% +17,685 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: 71,192 shares; 2024Q4: 65,562 shares; 2025Q1: 67,740 shares; 2025Q2: 60,777 shares; 2025Q3: not reported; 2025Q4: 69,207 shares 69,207 $42.5M 2.38% new 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: 120,311 shares; 2024Q4: 114,804 shares; 2025Q1: 114,948 shares; 2025Q2: 112,330 shares; 2025Q3: 145,978 shares; 2025Q4: 141,912 shares 141,912 $38.6M 2.16% -4,066 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: 272,837 shares; 2024Q4: 273,775 shares; 2025Q1: 280,766 shares; 2025Q2: 286,892 shares; 2025Q3: 290,936 shares; 2025Q4: 295,859 shares 295,859 $24.4M 1.37% +4,923 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: 69,463 shares; 2024Q4: 70,420 shares; 2025Q1: 39,582 shares; 2025Q2: 39,559 shares; 2025Q3: 46,640 shares; 2025Q4: 50,159 shares 50,159 $24.3M 1.36% +3,519 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: 146,524 shares; 2024Q4: 148,425 shares; 2025Q1: 153,323 shares; 2025Q2: 131,952 shares; 2025Q3: 134,828 shares; 2025Q4: 117,474 shares 117,474 $22.5M 1.26% -17,354 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: 169,070 shares; 2024Q4: 172,160 shares; 2025Q1: 174,615 shares; 2025Q2: 181,129 shares; 2025Q3: 185,973 shares; 2025Q4: 153,066 shares 153,066 $22M 1.23% -32,907 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: 155,762 shares; 2024Q4: 164,601 shares; 2025Q1: 167,797 shares; 2025Q2: 204,601 shares; 2025Q3: 211,102 shares; 2025Q4: 237,673 shares 237,673 $21.3M 1.19% +26,571 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: 77,046 shares; 2024Q4: 73,550 shares; 2025Q1: 80,485 shares; 2025Q2: 80,118 shares; 2025Q3: 108,260 shares; 2025Q4: 108,999 shares 108,999 $20.3M 1.14% +739 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693,984 shares; 2024Q4: 729,745 shares; 2025Q1: 689,649 shares; 2025Q2: 670,775 shares; 2025Q3: 713,449 shares; 2025Q4: 756,226 shares 756,226 $19.5M 1.09% +42,777 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: 62,514 shares; 2024Q4: 61,768 shares; 2025Q1: 62,285 shares; 2025Q2: 73,049 shares; 2025Q3: 63,265 shares; 2025Q4: 123,400 shares 123,400 $17.8M 1% +60,135 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: 115,530 shares; 2024Q4: 111,953 shares; 2025Q1: 115,755 shares; 2025Q2: 127,211 shares; 2025Q3: 130,968 shares; 2025Q4: 131,169 shares 131,169 $15.8M 0.88% +201 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: 12,867 shares; 2024Q4: 11,811 shares; 2025Q1: 11,789 shares; 2025Q2: 12,147 shares; 2025Q3: 13,108 shares; 2025Q4: 13,683 shares 13,683 $14.7M 0.82% +575 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: 131,641 shares; 2024Q4: 163,776 shares; 2025Q1: 107,452 shares; 2025Q2: 187,501 shares; 2025Q3: 172,893 shares; 2025Q4: 182,305 shares 182,305 $14.6M 0.82% +9,412 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611,882 shares; 2024Q4: 619,347 shares; 2025Q1: 604,130 shares; 2025Q2: 613,995 shares; 2025Q3: 617,409 shares; 2025Q4: 615,009 shares 615,009 $14.5M 0.82% -2,400 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: 12,241 shares; 2024Q4: 13,339 shares; 2025Q1: 13,438 shares; 2025Q2: 20,126 shares; 2025Q3: 20,313 shares; 2025Q4: 20,288 shares 20,288 $13.9M 0.78% -25 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: 179,739 shares; 2024Q4: 94,172 shares; 2025Q1: 131,420 shares; 2025Q2: 126,202 shares; 2025Q3: 174,826 shares; 2025Q4: 140,577 shares 140,577 $13.5M 0.76% -34,249 Timeline VLGEA VILLAGE SUPER MKT INC More: the full row for VILLAGE SUPER MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,209 shares; 2024Q4: 317,716 shares; 2025Q1: 322,838 shares; 2025Q2: 329,169 shares; 2025Q3: 335,548 shares; 2025Q4: 370,064 shares 370,064 $13.1M 0.73% +34,516 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: 96,752 shares; 2024Q4: 116,529 shares; 2025Q1: 122,765 shares; 2025Q2: 135,889 shares; 2025Q3: 148,043 shares; 2025Q4: 125,064 shares 125,064 $12.5M 0.7% -22,979 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556,300 shares; 2024Q4: 228,203 shares; 2025Q1: 372,019 shares; 2025Q2: 330,880 shares; 2025Q3: 343,980 shares; 2025Q4: 357,150 shares 357,150 $12.2M 0.69% +13,170 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: 122,178 shares; 2024Q4: 122,614 shares; 2025Q1: 122,822 shares; 2025Q2: 133,665 shares; 2025Q3: 136,532 shares; 2025Q4: 123,619 shares 123,619 $11.6M 0.65% -12,913 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: 161,233 shares; 2024Q4: 165,273 shares; 2025Q1: 168,278 shares; 2025Q2: 189,716 shares; 2025Q3: 195,682 shares; 2025Q4: 201,409 shares 201,409 $10.8M 0.61% +5,727 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,161 shares; 2025Q3: 86,177 shares; 2025Q4: 83,668 shares 83,668 $10.6M 0.59% -2,509 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: 94,314 shares; 2024Q4: 90,538 shares; 2025Q1: 89,915 shares; 2025Q2: 91,686 shares; 2025Q3: 90,231 shares; 2025Q4: 86,105 shares 86,105 $10.6M 0.59% -4,126 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: 103,783 shares; 2024Q4: 105,531 shares; 2025Q1: 39,772 shares; 2025Q2: 36,978 shares; 2025Q3: 44,951 shares; 2025Q4: 45,269 shares 45,269 $10.4M 0.59% +318 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: 41,089 shares; 2024Q4: 41,682 shares; 2025Q1: 43,968 shares; 2025Q2: 46,422 shares; 2025Q3: 48,190 shares; 2025Q4: 50,252 shares 50,252 $10.4M 0.58% +2,062 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,398 shares; 2024Q4: 298,728 shares; 2025Q1: 308,394 shares; 2025Q2: 328,645 shares; 2025Q3: 337,622 shares; 2025Q4: 336,457 shares 336,457 $10.1M 0.57% -1,165 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: 68,032 shares; 2024Q4: 66,643 shares; 2025Q1: 65,157 shares; 2025Q2: 58,005 shares; 2025Q3: 48,762 shares; 2025Q4: 49,229 shares 49,229 $10.1M 0.57% +467 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,830 shares; 2024Q4: 242,420 shares; 2025Q1: 241,428 shares; 2025Q2: 243,152 shares; 2025Q3: 245,264 shares; 2025Q4: 238,152 shares 238,152 $9.88M 0.55% -7,112 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: 40,640 shares; 2024Q4: 42,661 shares; 2025Q1: 40,062 shares; 2025Q2: 42,488 shares; 2025Q3: 41,342 shares; 2025Q4: 41,985 shares 41,985 $9.59M 0.54% +643 Timeline FONR FONAR CORP More: the full row for FONAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,332 shares; 2024Q4: 401,577 shares; 2025Q1: 406,296 shares; 2025Q2: 462,760 shares; 2025Q3: 483,522 shares; 2025Q4: 510,672 shares 510,672 $9.48M 0.53% +27,150 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: 53,542 shares; 2024Q4: 47,194 shares; 2025Q1: 51,276 shares; 2025Q2: 51,041 shares; 2025Q3: 51,703 shares; 2025Q4: 52,447 shares 52,447 $9.32M 0.52% +744 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: 11,514 shares; 2024Q4: 10,731 shares; 2025Q1: 12,255 shares; 2025Q2: 26,940 shares; 2025Q3: 28,668 shares; 2025Q4: 27,901 shares 27,901 $8.76M 0.49% -767 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: 16,243 shares; 2024Q4: 15,945 shares; 2025Q1: 15,061 shares; 2025Q2: 8,650 shares; 2025Q3: 10,102 shares; 2025Q4: 12,498 shares 12,498 $8.52M 0.48% +2,396 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,730 shares; 2024Q4: 169,731 shares; 2025Q1: 218,197 shares; 2025Q2: 171,804 shares; 2025Q3: 173,976 shares; 2025Q4: 170,524 shares 170,524 $8.51M 0.48% -3,452 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,426 shares; 2024Q4: 27,118 shares; 2025Q1: 26,636 shares; 2025Q2: 26,604 shares; 2025Q3: 26,430 shares; 2025Q4: 26,581 shares 26,581 $8.31M 0.47% +151 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,091 shares; 2024Q4: 271,676 shares; 2025Q1: 257,340 shares; 2025Q2: 253,080 shares; 2025Q3: 251,541 shares; 2025Q4: 251,289 shares 251,289 $8.3M 0.47% -252 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: 48,102 shares; 2024Q4: 48,560 shares; 2025Q1: 49,949 shares; 2025Q2: 51,594 shares; 2025Q3: 53,532 shares; 2025Q4: 55,737 shares 55,737 $7.99M 0.45% +2,205 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: 21,990 shares; 2024Q4: 21,694 shares; 2025Q1: 22,668 shares; 2025Q2: 23,263 shares; 2025Q3: 24,498 shares; 2025Q4: 25,633 shares 25,633 $7.83M 0.44% +1,135 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: 90,861 shares; 2024Q4: 87,062 shares; 2025Q1: 82,023 shares; 2025Q2: 82,564 shares; 2025Q3: 80,933 shares; 2025Q4: 88,658 shares 88,658 $7.6M 0.43% +7,725 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86,657 shares; 2025Q3: 87,663 shares; 2025Q4: 88,541 shares 88,541 $7.49M 0.42% +878 Timeline SPSB 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: 242,097 shares; 2024Q4: 246,505 shares; 2025Q1: 228,252 shares; 2025Q2: 221,239 shares; 2025Q3: 235,821 shares; 2025Q4: 247,395 shares 247,395 $7.47M 0.42% +11,574 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: 90,921 shares; 2024Q4: 92,577 shares; 2025Q1: 97,132 shares; 2025Q2: 97,739 shares; 2025Q3: 102,350 shares; 2025Q4: 106,863 shares 106,863 $7.47M 0.42% +4,513 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,371 shares; 2024Q4: 87,629 shares; 2025Q1: 87,187 shares; 2025Q2: 89,965 shares; 2025Q3: 87,100 shares; 2025Q4: 94,671 shares 94,671 $7.35M 0.41% +7,571 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: 30,641 shares; 2024Q4: 31,004 shares; 2025Q1: 41,483 shares; 2025Q2: 45,993 shares; 2025Q3: 59,931 shares; 2025Q4: 63,384 shares 63,384 $7.06M 0.4% +3,453 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: 59,676 shares; 2024Q4: 55,308 shares; 2025Q1: 59,560 shares; 2025Q2: 75,571 shares; 2025Q3: 90,237 shares; 2025Q4: 88,632 shares 88,632 $6.83M 0.38% -1,605 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: 102,516 shares; 2024Q4: 98,514 shares; 2025Q1: 95,854 shares; 2025Q2: 84,972 shares; 2025Q3: not reported; 2025Q4: 79,945 shares 79,945 $6.82M 0.38% new Timeline FDN 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: 30,841 shares; 2024Q4: 28,975 shares; 2025Q1: 29,919 shares; 2025Q2: 28,636 shares; 2025Q3: not reported; 2025Q4: 24,755 shares 24,755 $6.66M 0.37% new 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: 11,275 shares; 2024Q4: 11,970 shares; 2025Q1: 12,966 shares; 2025Q2: 12,680 shares; 2025Q3: 13,507 shares; 2025Q4: 18,465 shares 18,465 $6.65M 0.37% +4,958 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: 7,193 shares; 2024Q4: 7,147 shares; 2025Q1: 8,145 shares; 2025Q2: 41,703 shares; 2025Q3: 19,476 shares; 2025Q4: 25,934 shares 25,934 $6.56M 0.37% +6,458 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: 47,822 shares; 2024Q4: 48,406 shares; 2025Q1: 51,333 shares; 2025Q2: 52,372 shares; 2025Q3: 52,580 shares; 2025Q4: 55,713 shares 55,713 $6.53M 0.37% +3,133 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: 76,782 shares; 2024Q4: 79,760 shares; 2025Q1: 82,962 shares; 2025Q2: 85,897 shares; 2025Q3: 90,684 shares; 2025Q4: 97,751 shares 97,751 $6.45M 0.36% +7,067 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: 11,086 shares; 2024Q4: 11,111 shares; 2025Q1: 11,150 shares; 2025Q2: 11,025 shares; 2025Q3: 11,442 shares; 2025Q4: 11,166 shares 11,166 $6.4M 0.36% -276 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: 17,784 shares; 2024Q4: 16,819 shares; 2025Q1: 16,624 shares; 2025Q2: 16,005 shares; 2025Q3: 17,175 shares; 2025Q4: 18,397 shares 18,397 $6.33M 0.35% +1,222 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: 22,470 shares; 2024Q4: 22,517 shares; 2025Q1: 20,317 shares; 2025Q2: 20,147 shares; 2025Q3: 21,885 shares; 2025Q4: 21,216 shares 21,216 $6.28M 0.35% -669 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,869 shares; 2024Q4: 50,059 shares; 2025Q1: 46,852 shares; 2025Q2: 48,579 shares; 2025Q3: 49,987 shares; 2025Q4: 62,059 shares 62,059 $6.26M 0.35% +12,072 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: 195,347 shares; 2024Q4: 208,071 shares; 2025Q1: 208,604 shares; 2025Q2: 191,063 shares; 2025Q3: 248,251 shares; 2025Q4: 248,933 shares 248,933 $6.2M 0.35% +682 Timeline ANGL 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: 149,030 shares; 2024Q4: 147,433 shares; 2025Q1: 151,841 shares; 2025Q2: 174,471 shares; 2025Q3: 180,466 shares; 2025Q4: 200,174 shares 200,174 $5.88M 0.33% +19,708 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,997 shares; 2024Q4: 4,895 shares; 2025Q1: 4,637 shares; 2025Q2: 55,783 shares; 2025Q3: 58,564 shares; 2025Q4: 115,001 shares 115,001 $5.85M 0.33% +56,437 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: 4,134 shares; 2024Q4: 5,907 shares; 2025Q1: 6,595 shares; 2025Q2: 9,647 shares; 2025Q3: 9,308 shares; 2025Q4: 48,074 shares 48,074 $5.5M 0.31% +38,766 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: 25,261 shares; 2024Q4: 26,455 shares; 2025Q1: 26,704 shares; 2025Q2: 27,444 shares; 2025Q3: not reported; 2025Q4: 29,001 shares 29,001 $5.32M 0.3% new 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: 6,870 shares; 2024Q4: 6,007 shares; 2025Q1: 6,440 shares; 2025Q2: 6,913 shares; 2025Q3: 7,327 shares; 2025Q4: 8,027 shares 8,027 $5.3M 0.3% +700 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,352 shares; 2024Q4: 78,024 shares; 2025Q1: 83,245 shares; 2025Q2: 74,387 shares; 2025Q3: 49,074 shares; 2025Q4: 50,341 shares 50,341 $5.24M 0.29% +1,267 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: 50,271 shares; 2024Q4: 50,824 shares; 2025Q1: 54,320 shares; 2025Q2: 54,981 shares; 2025Q3: 55,275 shares; 2025Q4: 59,926 shares 59,926 $5.23M 0.29% +4,651 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,916 shares; 2025Q3: 15,658 shares; 2025Q4: 51,942 shares 51,942 $5.21M 0.29% +36,284 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: 172,634 shares; 2024Q4: 169,236 shares; 2025Q1: 220,505 shares; 2025Q2: 215,294 shares; 2025Q3: 198,465 shares; 2025Q4: 209,012 shares 209,012 $5.19M 0.29% +10,547 Timeline DIVB ISHARES TR More: 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: 31,040 shares; 2025Q2: 80,815 shares; 2025Q3: 84,733 shares; 2025Q4: 96,183 shares 96,183 $5.11M 0.29% +11,450 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: 38,571 shares; 2024Q4: 38,329 shares; 2025Q1: 41,568 shares; 2025Q2: 47,188 shares; 2025Q3: 61,090 shares; 2025Q4: 64,194 shares 64,194 $5.07M 0.28% +3,104 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,774 shares; 2024Q4: 63,748 shares; 2025Q1: 69,440 shares; 2025Q2: 71,394 shares; 2025Q3: 72,757 shares; 2025Q4: 77,983 shares 77,983 $5.07M 0.28% +5,226 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: 139,818 shares; 2024Q4: 147,290 shares; 2025Q1: 107,556 shares; 2025Q2: 117,175 shares; 2025Q3: 124,634 shares; 2025Q4: 123,682 shares 123,682 $5.04M 0.28% -952 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: 19,926 shares; 2024Q4: 16,240 shares; 2025Q1: 15,716 shares; 2025Q2: 16,411 shares; 2025Q3: 16,021 shares; 2025Q4: 22,665 shares 22,665 $4.98M 0.28% +6,644 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,723 shares; 2025Q4: 71,211 shares 71,211 $4.95M 0.28% -512 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: 72,109 shares; 2024Q4: 68,966 shares; 2025Q1: 68,373 shares; 2025Q2: 67,499 shares; 2025Q3: 65,215 shares; 2025Q4: 55,873 shares 55,873 $4.89M 0.27% -9,342 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,823 shares; 2024Q4: 25,409 shares; 2025Q1: 25,275 shares; 2025Q2: 25,708 shares; 2025Q3: 25,647 shares; 2025Q4: 28,630 shares 28,630 $4.75M 0.27% +2,983 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: 13,051 shares; 2024Q4: 15,065 shares; 2025Q1: 15,298 shares; 2025Q2: 25,844 shares; 2025Q3: 26,479 shares; 2025Q4: 24,654 shares 24,654 $4.71M 0.26% -1,825 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: 19,286 shares; 2024Q4: 19,075 shares; 2025Q1: 19,696 shares; 2025Q2: 19,854 shares; 2025Q3: 19,637 shares; 2025Q4: 21,222 shares 21,222 $4.66M 0.26% +1,585 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,517 shares; 2024Q4: 59,380 shares; 2025Q1: 70,180 shares; 2025Q2: 70,726 shares; 2025Q3: 78,728 shares; 2025Q4: 80,549 shares 80,549 $4.61M 0.26% +1,821 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: 4,197 shares; 2024Q4: 4,355 shares; 2025Q1: 14,147 shares; 2025Q2: 14,185 shares; 2025Q3: 16,255 shares; 2025Q4: 21,207 shares 21,207 $4.54M 0.25% +4,952 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: 40,177 shares; 2024Q4: 41,216 shares; 2025Q1: 39,374 shares; 2025Q2: 38,686 shares; 2025Q3: 38,439 shares; 2025Q4: 39,184 shares 39,184 $4.46M 0.25% +745 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: 8,149 shares; 2024Q4: 9,095 shares; 2025Q1: 11,060 shares; 2025Q2: 11,176 shares; 2025Q3: 13,109 shares; 2025Q4: 13,187 shares 13,187 $4.42M 0.25% +78 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: 48,033 shares; 2024Q4: 49,687 shares; 2025Q1: 53,811 shares; 2025Q2: 51,332 shares; 2025Q3: 50,383 shares; 2025Q4: 53,321 shares 53,321 $4.42M 0.25% +2,938 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: 53,561 shares; 2024Q4: 55,536 shares; 2025Q1: 58,497 shares; 2025Q2: 52,613 shares; 2025Q3: 64,407 shares; 2025Q4: 73,337 shares 73,337 $4.26M 0.24% +8,930 Timeline SKYY 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: 33,071 shares; 2024Q4: 32,898 shares; 2025Q1: 32,367 shares; 2025Q2: 33,388 shares; 2025Q3: 32,852 shares; 2025Q4: 32,723 shares 32,723 $4.26M 0.24% -129 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: 15,929 shares; 2024Q4: 13,098 shares; 2025Q1: 14,079 shares; 2025Q2: 9,459 shares; 2025Q3: 10,936 shares; 2025Q4: 12,178 shares 12,178 $4.21M 0.24% +1,242 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: 36,322 shares; 2024Q4: 36,613 shares; 2025Q1: 41,154 shares; 2025Q2: 32,813 shares; 2025Q3: 36,147 shares; 2025Q4: 39,476 shares 39,476 $4.21M 0.24% +3,329 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,001 shares; 2024Q4: 5,119 shares; 2025Q1: 5,868 shares; 2025Q2: 5,999 shares; 2025Q3: 7,922 shares; 2025Q4: 8,373 shares 8,373 $4.21M 0.24% +451 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: 26,967 shares; 2024Q4: 111,976 shares; 2025Q1: 118,829 shares; 2025Q2: 184,773 shares; 2025Q3: 119,632 shares; 2025Q4: 127,883 shares 127,883 $4.17M 0.23% +8,251 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,969 shares; 2024Q4: 11,032 shares; 2025Q1: 11,090 shares; 2025Q2: 12,856 shares; 2025Q3: 13,920 shares; 2025Q4: 13,776 shares 13,776 $4.15M 0.23% -144 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: 8,764 shares; 2024Q4: 10,503 shares; 2025Q1: 10,577 shares; 2025Q2: 11,797 shares; 2025Q3: 11,680 shares; 2025Q4: 12,056 shares 12,056 $4.06M 0.23% +376 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,810 shares; 2024Q4: 42,988 shares; 2025Q1: 41,133 shares; 2025Q2: 41,478 shares; 2025Q3: 40,847 shares; 2025Q4: 43,314 shares 43,314 $3.96M 0.22% +2,467 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,599 shares; 2025Q2: 18,632 shares; 2025Q3: 45,530 shares; 2025Q4: 61,241 shares 61,241 $3.95M 0.22% +15,711 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: 15,934 shares; 2024Q4: 16,385 shares; 2025Q1: 15,134 shares; 2025Q2: 35,513 shares; 2025Q3: 36,244 shares; 2025Q4: 37,837 shares 37,837 $3.94M 0.22% +1,593 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: 23,898 shares; 2024Q4: 24,765 shares; 2025Q1: 36,145 shares; 2025Q2: 41,404 shares; 2025Q3: 40,929 shares; 2025Q4: 40,845 shares 40,845 $3.92M 0.22% -84 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: 3,746 shares; 2024Q4: 3,800 shares; 2025Q1: 5,200 shares; 2025Q2: 7,780 shares; 2025Q3: 12,380 shares; 2025Q4: 11,875 shares 11,875 $3.92M 0.22% -505 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,744 shares; 2024Q4: 43,447 shares; 2025Q1: 50,457 shares; 2025Q2: 129,705 shares; 2025Q3: 133,504 shares; 2025Q4: 135,826 shares 135,826 $3.9M 0.22% +2,322 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,898 shares; 2025Q3: 111,449 shares; 2025Q4: 129,005 shares 129,005 $3.86M 0.22% +17,556 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,164 shares; 2024Q4: 2,789 shares; 2025Q1: 2,782 shares; 2025Q2: 4,006 shares; 2025Q3: 3,532 shares; 2025Q4: 18,170 shares 18,170 $3.8M 0.21% +14,638 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: 31,793 shares; 2024Q4: 34,109 shares; 2025Q1: 37,731 shares; 2025Q2: 36,520 shares; 2025Q3: 40,159 shares; 2025Q4: 50,323 shares 50,323 $3.78M 0.21% +10,164 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,465 shares; 2024Q4: 8,783 shares; 2025Q1: 10,136 shares; 2025Q2: 12,434 shares; 2025Q3: 17,622 shares; 2025Q4: 19,163 shares 19,163 $3.74M 0.21% +1,541 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: 1,706 shares; 2024Q4: 2,651 shares; 2025Q1: 2,767 shares; 2025Q2: 1,562 shares; 2025Q3: 16,018 shares; 2025Q4: 14,688 shares 14,688 $3.68M 0.21% -1,330 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: 7,573 shares; 2024Q4: 7,658 shares; 2025Q1: 8,014 shares; 2025Q2: 8,728 shares; 2025Q3: 7,283 shares; 2025Q4: 7,532 shares 7,532 $3.64M 0.2% +249 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: 8,217 shares; 2024Q4: 8,498 shares; 2025Q1: 9,787 shares; 2025Q2: 9,479 shares; 2025Q3: 10,709 shares; 2025Q4: 11,360 shares 11,360 $3.56M 0.2% +651 Timeline XSD 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: 19,785 shares; 2024Q4: 17,294 shares; 2025Q1: 15,747 shares; 2025Q2: 12,096 shares; 2025Q3: 11,657 shares; 2025Q4: 11,056 shares 11,056 $3.56M 0.2% -601 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: 52,217 shares; 2024Q4: 52,261 shares; 2025Q1: 55,417 shares; 2025Q2: 50,214 shares; 2025Q3: 55,091 shares; 2025Q4: 62,554 shares 62,554 $3.55M 0.2% +7,463 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,816 shares; 2024Q4: 60,527 shares; 2025Q1: 59,073 shares; 2025Q2: 62,671 shares; 2025Q3: 70,070 shares; 2025Q4: 74,541 shares 74,541 $3.53M 0.2% +4,471 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: 3,346 shares; 2024Q4: not reported; 2025Q1: 2,757 shares; 2025Q2: 5,350 shares; 2025Q3: 38,096 shares; 2025Q4: 81,873 shares 81,873 $3.5M 0.2% +43,777 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,767 shares; 2024Q4: 11,023 shares; 2025Q1: 17,001 shares; 2025Q2: 21,071 shares; 2025Q3: 23,063 shares; 2025Q4: 28,536 shares 28,536 $3.47M 0.19% +5,473 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,888 shares; 2024Q4: 4,591 shares; 2025Q1: 12,925 shares; 2025Q2: 11,648 shares; 2025Q3: 12,315 shares; 2025Q4: 28,196 shares 28,196 $3.37M 0.19% +15,881 Timeline BAB 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: 115,620 shares; 2024Q4: 112,721 shares; 2025Q1: 116,026 shares; 2025Q2: 117,281 shares; 2025Q3: 119,616 shares; 2025Q4: 123,202 shares 123,202 $3.35M 0.19% +3,586 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: 25,128 shares; 2024Q4: 26,426 shares; 2025Q1: 26,934 shares; 2025Q2: 26,831 shares; 2025Q3: 33,027 shares; 2025Q4: 74,385 shares 74,385 $3.33M 0.19% +41,358 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,308 shares 28,308 $3.31M 0.19% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,163 shares; 2024Q4: 30,330 shares; 2025Q1: 29,959 shares; 2025Q2: 30,590 shares; 2025Q3: 31,065 shares; 2025Q4: 30,663 shares 30,663 $3.22M 0.18% -402 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: 11,387 shares; 2024Q4: 10,175 shares; 2025Q1: 10,974 shares; 2025Q2: 9,359 shares; 2025Q3: 9,855 shares; 2025Q4: 9,953 shares 9,953 $3.21M 0.18% +98 Timeline SENEA SENECA FOODS CORP NEW More: the full row for SENECA FOODS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,115 shares; 2024Q4: 29,442 shares; 2025Q1: 29,886 shares; 2025Q2: 29,681 shares; 2025Q3: 29,605 shares; 2025Q4: 28,988 shares 28,988 $3.21M 0.18% -617 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: 36,895 shares; 2024Q4: 26,572 shares; 2025Q1: 22,173 shares; 2025Q2: 21,474 shares; 2025Q3: 26,325 shares; 2025Q4: 25,581 shares 25,581 $3.15M 0.18% -744 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,618 shares; 2024Q4: 72,408 shares; 2025Q1: 68,019 shares; 2025Q2: 64,381 shares; 2025Q3: 64,829 shares; 2025Q4: 62,017 shares 62,017 $3.12M 0.17% -2,812 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: 2,346 shares; 2024Q4: 2,759 shares; 2025Q1: 2,782 shares; 2025Q2: 3,261 shares; 2025Q3: 5,131 shares; 2025Q4: 7,855 shares 7,855 $3.11M 0.17% +2,724 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,943 shares; 2024Q4: 39,191 shares; 2025Q1: 32,381 shares; 2025Q2: 29,997 shares; 2025Q3: 20,199 shares; 2025Q4: 20,021 shares 20,021 $3.11M 0.17% -178 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: 9,350 shares; 2024Q4: 9,113 shares; 2025Q1: 9,209 shares; 2025Q2: 9,205 shares; 2025Q3: 9,340 shares; 2025Q4: 9,439 shares 9,439 $3.09M 0.17% +99 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: 6,447 shares; 2024Q4: 6,240 shares; 2025Q1: 6,085 shares; 2025Q2: 5,825 shares; 2025Q3: 5,993 shares; 2025Q4: 6,611 shares 6,611 $3.08M 0.17% +618 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,936 shares; 2024Q4: 6,068 shares; 2025Q1: 6,436 shares; 2025Q2: 6,942 shares; 2025Q3: 7,274 shares; 2025Q4: 7,374 shares 7,374 $3.04M 0.17% +100 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,662 shares 32,662 $3.04M 0.17% new 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: not reported; 2024Q4: not reported; 2025Q1: 18,436 shares; 2025Q2: 27,490 shares; 2025Q3: 45,267 shares; 2025Q4: 48,613 shares 48,613 $3.04M 0.17% +3,346 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: 33,606 shares; 2024Q4: 32,745 shares; 2025Q1: 32,526 shares; 2025Q2: 31,946 shares; 2025Q3: 32,139 shares; 2025Q4: 32,808 shares 32,808 $3.02M 0.17% +669 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: 28,673 shares; 2024Q4: 28,807 shares; 2025Q1: 26,883 shares; 2025Q2: 28,528 shares; 2025Q3: 30,078 shares; 2025Q4: 20,915 shares 20,915 $3M 0.17% -9,163 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: 6,919 shares; 2024Q4: 6,441 shares; 2025Q1: 6,337 shares; 2025Q2: 6,514 shares; 2025Q3: 6,037 shares; 2025Q4: 5,863 shares 5,863 $2.99M 0.17% -174 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,899 shares; 2024Q4: 38,764 shares; 2025Q1: 40,661 shares; 2025Q2: 44,111 shares; 2025Q3: 47,891 shares; 2025Q4: 52,833 shares 52,833 $2.84M 0.16% +4,942 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: 18,485 shares; 2024Q4: 50,135 shares; 2025Q1: 68,515 shares; 2025Q2: 24,036 shares; 2025Q3: 67,461 shares; 2025Q4: 30,783 shares 30,783 $2.81M 0.16% -36,678 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: 3,065 shares; 2024Q4: 3,125 shares; 2025Q1: 3,061 shares; 2025Q2: 2,836 shares; 2025Q3: 3,015 shares; 2025Q4: 3,171 shares 3,171 $2.73M 0.15% +156 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,653 shares; 2024Q4: 15,654 shares; 2025Q1: 15,591 shares; 2025Q2: 15,591 shares; 2025Q3: 15,750 shares; 2025Q4: 15,733 shares 15,733 $2.67M 0.15% -17 Timeline SPGP 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: 66,097 shares; 2024Q4: 67,594 shares; 2025Q1: 70,772 shares; 2025Q2: 45,075 shares; 2025Q3: 47,353 shares; 2025Q4: 22,617 shares 22,617 $2.58M 0.14% -24,736 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: 19,857 shares; 2024Q4: 18,751 shares; 2025Q1: 20,262 shares; 2025Q2: 22,078 shares; 2025Q3: 16,406 shares; 2025Q4: 16,614 shares 16,614 $2.57M 0.14% +208 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,595 shares; 2024Q4: 81,886 shares; 2025Q1: 79,688 shares; 2025Q2: 79,307 shares; 2025Q3: 78,648 shares; 2025Q4: 72,105 shares 72,105 $2.56M 0.14% -6,543 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,644 shares; 2024Q4: 21,138 shares; 2025Q1: 20,023 shares; 2025Q2: 20,052 shares; 2025Q3: 20,024 shares; 2025Q4: 23,694 shares 23,694 $2.54M 0.14% +3,670 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 2,048 shares; 2025Q1: 2,044 shares; 2025Q2: 2,044 shares; 2025Q3: 11,957 shares; 2025Q4: 12,703 shares 12,703 $2.54M 0.14% +746 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,191 shares 11,191 $2.49M 0.14% new 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: 11,858 shares; 2024Q4: 11,255 shares; 2025Q1: 11,473 shares; 2025Q2: 11,107 shares; 2025Q3: 10,528 shares; 2025Q4: 8,980 shares 8,980 $2.49M 0.14% -1,548 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: 4,225 shares; 2024Q4: 5,188 shares; 2025Q1: 4,773 shares; 2025Q2: 5,741 shares; 2025Q3: 5,281 shares; 2025Q4: 5,507 shares 5,507 $2.48M 0.14% +226 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: 3,892 shares; 2024Q4: 8,453 shares; 2025Q1: 8,675 shares; 2025Q2: 9,388 shares; 2025Q3: 10,818 shares; 2025Q4: 13,385 shares 13,385 $2.47M 0.14% +2,567 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: 26,119 shares; 2024Q4: 26,119 shares; 2025Q1: 7,934 shares; 2025Q2: 7,934 shares; 2025Q3: 43,154 shares; 2025Q4: 44,118 shares 44,118 $2.45M 0.14% +964 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,853 shares; 2024Q4: 54,460 shares; 2025Q1: 52,118 shares; 2025Q2: 50,355 shares; 2025Q3: 47,598 shares; 2025Q4: 45,569 shares 45,569 $2.41M 0.13% -2,029 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: 1,793 shares; 2024Q4: 1,573 shares; 2025Q1: 1,618 shares; 2025Q2: 2,047 shares; 2025Q3: 2,792 shares; 2025Q4: 12,269 shares 12,269 $2.39M 0.13% +9,477 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,705 shares; 2025Q3: 8,943 shares; 2025Q4: 8,908 shares 8,908 $2.39M 0.13% -35 Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 187,595 shares 187,595 $2.35M 0.13% 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: 49,765 shares; 2024Q4: 48,913 shares; 2025Q1: 25,829 shares; 2025Q2: 26,098 shares; 2025Q3: 26,147 shares; 2025Q4: 27,769 shares 27,769 $2.34M 0.13% +1,622 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: 27,153 shares; 2024Q4: 26,851 shares; 2025Q1: 27,706 shares; 2025Q2: 28,323 shares; 2025Q3: 30,010 shares; 2025Q4: 34,855 shares 34,855 $2.33M 0.13% +4,845 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: 4,990 shares; 2024Q4: 8,147 shares; 2025Q1: 13,077 shares; 2025Q2: 16,083 shares; 2025Q3: 19,405 shares; 2025Q4: 24,974 shares 24,974 $2.31M 0.13% +5,569 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: 11,005 shares; 2025Q1: 4,054 shares; 2025Q2: 5,089 shares; 2025Q3: 4,074 shares; 2025Q4: 4,757 shares 4,757 $2.29M 0.13% +683 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,642 shares; 2024Q4: 70,586 shares; 2025Q1: 70,962 shares; 2025Q2: 53,363 shares; 2025Q3: 53,339 shares; 2025Q4: 48,289 shares 48,289 $2.22M 0.12% -5,050 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: 5,296 shares; 2024Q4: 5,708 shares; 2025Q1: 7,309 shares; 2025Q2: 13,323 shares; 2025Q3: 18,080 shares; 2025Q4: 18,245 shares 18,245 $2.2M 0.12% +165 Timeline VLU 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: 10,197 shares; 2024Q4: 9,786 shares; 2025Q1: 10,035 shares; 2025Q2: 9,706 shares; 2025Q3: 10,162 shares; 2025Q4: 10,176 shares 10,176 $2.14M 0.12% +14 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,043 shares; 2024Q4: 35,896 shares; 2025Q1: 36,363 shares; 2025Q2: 35,299 shares; 2025Q3: 35,896 shares; 2025Q4: 35,446 shares 35,446 $2.14M 0.12% -450 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,117 shares; 2024Q4: 150,724 shares; 2025Q1: 146,331 shares; 2025Q2: 144,700 shares; 2025Q3: 112,248 shares; 2025Q4: 108,089 shares 108,089 $2.14M 0.12% -4,159 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: 49,787 shares; 2024Q4: 50,240 shares; 2025Q1: 51,154 shares; 2025Q2: 30,064 shares; 2025Q3: 30,746 shares; 2025Q4: 35,204 shares 35,204 $2.12M 0.12% +4,458 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,480 shares; 2024Q4: 42,271 shares; 2025Q1: 41,573 shares; 2025Q2: 40,880 shares; 2025Q3: 41,176 shares; 2025Q4: 40,189 shares 40,189 $2.11M 0.12% -987 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,836 shares; 2025Q4: 41,358 shares 41,358 $2.09M 0.12% -17,478 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: 5,816 shares; 2024Q4: 5,510 shares; 2025Q1: 5,320 shares; 2025Q2: 5,811 shares; 2025Q3: 5,791 shares; 2025Q4: 5,946 shares 5,946 $2.08M 0.12% +155 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,010 shares; 2024Q4: 36,245 shares; 2025Q1: 59,488 shares; 2025Q2: 67,654 shares; 2025Q3: 71,433 shares; 2025Q4: 71,413 shares 71,413 $2.08M 0.12% -20 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: 67,459 shares; 2024Q4: 32,905 shares; 2025Q1: 28,927 shares; 2025Q2: 38,630 shares; 2025Q3: 37,787 shares; 2025Q4: 40,420 shares 40,420 $2.04M 0.11% +2,633 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 191,039 shares; 2025Q1: 308,196 shares; 2025Q2: 319,704 shares; 2025Q3: 313,206 shares; 2025Q4: 354,597 shares 354,597 $2.04M 0.11% +41,391 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: 24,580 shares; 2024Q4: 23,862 shares; 2025Q1: 23,303 shares; 2025Q2: 25,311 shares; 2025Q3: 25,496 shares; 2025Q4: 26,484 shares 26,484 $2.04M 0.11% +988 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: 18,873 shares; 2024Q4: 21,323 shares; 2025Q1: 22,504 shares; 2025Q2: 28,722 shares; 2025Q3: 35,632 shares; 2025Q4: 45,743 shares 45,743 $2.03M 0.11% +10,111 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,066 shares; 2024Q4: 2,980 shares; 2025Q1: 3,110 shares; 2025Q2: 5,025 shares; 2025Q3: 5,429 shares; 2025Q4: 5,765 shares 5,765 $2.02M 0.11% +336 Timeline XMVM 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: 31,293 shares; 2024Q4: 29,573 shares; 2025Q1: 30,257 shares; 2025Q2: 30,338 shares; 2025Q3: 31,990 shares; 2025Q4: 31,507 shares 31,507 $2.02M 0.11% -483 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,665 shares; 2024Q4: 18,585 shares; 2025Q1: 18,550 shares; 2025Q2: 18,288 shares; 2025Q3: 20,342 shares; 2025Q4: 20,307 shares 20,307 $2.02M 0.11% -35 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY 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: 5,078 shares; 2025Q2: 10,701 shares; 2025Q3: 21,298 shares; 2025Q4: 21,393 shares 21,393 $1.98M 0.11% +95 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,463 shares; 2024Q4: 36,455 shares; 2025Q1: 37,671 shares; 2025Q2: 33,891 shares; 2025Q3: 22,523 shares; 2025Q4: 26,819 shares 26,819 $1.98M 0.11% +4,296 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,703 shares; 2024Q4: 16,083 shares; 2025Q1: 16,896 shares; 2025Q2: 22,128 shares; 2025Q3: 26,417 shares; 2025Q4: 40,556 shares 40,556 $1.97M 0.11% +14,139 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,743 shares; 2024Q4: 43,542 shares; 2025Q1: 42,762 shares; 2025Q2: 37,796 shares; 2025Q3: 28,318 shares; 2025Q4: 28,381 shares 28,381 $1.97M 0.11% +63 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: 1,489 shares; 2024Q4: 1,714 shares; 2025Q1: 2,335 shares; 2025Q2: 2,458 shares; 2025Q3: 2,437 shares; 2025Q4: 2,579 shares 2,579 $1.94M 0.11% +142 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: 47,240 shares; 2025Q3: 59,156 shares; 2025Q4: 72,381 shares 72,381 $1.93M 0.11% +13,225 Timeline URA 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: 24,867 shares; 2024Q4: 25,590 shares; 2025Q1: 28,240 shares; 2025Q2: 37,603 shares; 2025Q3: 50,680 shares; 2025Q4: 45,043 shares 45,043 $1.92M 0.11% -5,637 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: 15,996 shares; 2024Q4: 14,722 shares; 2025Q1: 14,298 shares; 2025Q2: 10,376 shares; 2025Q3: 10,344 shares; 2025Q4: 10,168 shares 10,168 $1.91M 0.11% -176 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: 8,591 shares; 2024Q4: 8,575 shares; 2025Q1: 10,007 shares; 2025Q2: 9,975 shares; 2025Q3: 11,509 shares; 2025Q4: 12,139 shares 12,139 $1.86M 0.1% +630 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,058 shares; 2024Q4: 28,627 shares; 2025Q1: 29,869 shares; 2025Q2: 53,628 shares; 2025Q3: 67,888 shares; 2025Q4: 69,630 shares 69,630 $1.85M 0.1% +1,742 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,181 shares; 2024Q4: 15,091 shares; 2025Q1: 16,379 shares; 2025Q2: 14,697 shares; 2025Q3: 14,723 shares; 2025Q4: 15,439 shares 15,439 $1.84M 0.1% +716 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,389 shares; 2024Q4: 23,236 shares; 2025Q1: 22,952 shares; 2025Q2: 22,541 shares; 2025Q3: 24,560 shares; 2025Q4: 25,597 shares 25,597 $1.83M 0.1% +1,037 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,489 shares; 2024Q4: 14,892 shares; 2025Q1: 15,259 shares; 2025Q2: 18,003 shares; 2025Q3: 4,689 shares; 2025Q4: 31,173 shares 31,173 $1.82M 0.1% +26,484 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL 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: 40,020 shares; 2025Q4: 70,831 shares 70,831 $1.78M 0.1% +30,811 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,272 shares; 2024Q4: 15,340 shares; 2025Q1: 25,345 shares; 2025Q2: 18,870 shares; 2025Q3: 18,902 shares; 2025Q4: 27,882 shares 27,882 $1.78M 0.1% +8,980 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,708 shares; 2025Q3: 9,030 shares; 2025Q4: 7,711 shares 7,711 $1.77M 0.1% -1,319 Timeline FTC 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: 10,618 shares; 2024Q4: 9,735 shares; 2025Q1: 11,345 shares; 2025Q2: 11,095 shares; 2025Q3: 11,085 shares; 2025Q4: 11,085 shares 11,085 $1.77M 0.1% 0 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: 2,221 shares; 2024Q4: 2,435 shares; 2025Q1: 2,444 shares; 2025Q2: 2,225 shares; 2025Q3: 2,499 shares; 2025Q4: 3,626 shares 3,626 $1.77M 0.1% +1,127 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: 2,902 shares; 2024Q4: 3,424 shares; 2025Q1: 5,088 shares; 2025Q2: 5,939 shares; 2025Q3: 6,896 shares; 2025Q4: 8,244 shares 8,244 $1.75M 0.1% +1,348 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,983 shares; 2024Q4: 9,565 shares; 2025Q1: 22,732 shares; 2025Q2: 30,951 shares; 2025Q3: 37,231 shares; 2025Q4: 41,618 shares 41,618 $1.74M 0.1% +4,387 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,788 shares 45,788 $1.74M 0.1% new Timeline BILS 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: 31,412 shares; 2024Q4: 9,561 shares; 2025Q1: 65,062 shares; 2025Q2: 59,648 shares; 2025Q3: 12,652 shares; 2025Q4: 17,500 shares 17,500 $1.74M 0.1% +4,848 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: not reported; 2024Q4: 440 shares; 2025Q1: 885 shares; 2025Q2: 1,002 shares; 2025Q3: 2,572 shares; 2025Q4: 3,024 shares 3,024 $1.72M 0.1% +452 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI 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: 19,746 shares; 2025Q4: 19,625 shares 19,625 $1.71M 0.1% -121 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,712 shares; 2024Q4: 55,665 shares; 2025Q1: 55,461 shares; 2025Q2: 51,550 shares; 2025Q3: 50,290 shares; 2025Q4: 25,954 shares 25,954 $1.71M 0.1% -24,336 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY 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: 15,487 shares; 2025Q3: 15,602 shares; 2025Q4: 14,599 shares 14,599 $1.7M 0.1% -1,003 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: 7,460 shares; 2024Q4: 7,987 shares; 2025Q1: 8,144 shares; 2025Q2: 9,446 shares; 2025Q3: 10,309 shares; 2025Q4: 11,047 shares 11,047 $1.68M 0.09% +738 Timeline XITK 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: 10,304 shares; 2024Q4: 10,149 shares; 2025Q1: 9,878 shares; 2025Q2: 9,721 shares; 2025Q3: 9,587 shares; 2025Q4: 9,432 shares 9,432 $1.68M 0.09% -155 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,271 shares 12,271 $1.67M 0.09% new 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: 6,406 shares; 2024Q4: 4,731 shares; 2025Q1: 4,768 shares; 2025Q2: 4,519 shares; 2025Q3: 5,079 shares; 2025Q4: 5,389 shares 5,389 $1.66M 0.09% +310 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: 5,300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,973 shares; 2025Q3: 4,839 shares; 2025Q4: 20,347 shares 20,347 $1.65M 0.09% +15,508 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: 13,543 shares; 2024Q4: 13,962 shares; 2025Q1: 14,751 shares; 2025Q2: 16,258 shares; 2025Q3: 17,070 shares; 2025Q4: 20,378 shares 20,378 $1.64M 0.09% +3,308 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: 2,020 shares; 2024Q4: 1,994 shares; 2025Q1: 2,005 shares; 2025Q2: 1,708 shares; 2025Q3: 1,899 shares; 2025Q4: 1,824 shares 1,824 $1.6M 0.09% -75 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,471 shares; 2024Q4: 6,635 shares; 2025Q1: 7,450 shares; 2025Q2: 7,508 shares; 2025Q3: 8,108 shares; 2025Q4: 9,905 shares 9,905 $1.6M 0.09% +1,797 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: 3,230 shares; 2024Q4: 3,033 shares; 2025Q1: 2,433 shares; 2025Q2: 2,362 shares; 2025Q3: 2,578 shares; 2025Q4: 2,797 shares 2,797 $1.58M 0.09% +219 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: 14,522 shares; 2024Q4: 44,725 shares; 2025Q1: 44,886 shares; 2025Q2: 47,694 shares; 2025Q3: 47,461 shares; 2025Q4: 53,194 shares 53,194 $1.58M 0.09% +5,733 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: 12,056 shares; 2024Q4: 12,371 shares; 2025Q1: 11,097 shares; 2025Q2: 11,341 shares; 2025Q3: 11,518 shares; 2025Q4: 12,437 shares 12,437 $1.56M 0.09% +919 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: 51,400 shares; 2024Q4: 62,722 shares; 2025Q1: 49,975 shares; 2025Q2: 25,526 shares; 2025Q3: 9,852 shares; 2025Q4: 7,752 shares 7,752 $1.54M 0.09% -2,100 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,751 shares; 2024Q4: 26,851 shares; 2025Q1: 29,118 shares; 2025Q2: 32,583 shares; 2025Q3: 35,572 shares; 2025Q4: 39,905 shares 39,905 $1.53M 0.09% +4,333 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: 31,484 shares; 2024Q4: 31,701 shares; 2025Q1: 32,630 shares; 2025Q2: 33,974 shares; 2025Q3: 34,351 shares; 2025Q4: 14,355 shares 14,355 $1.51M 0.08% -19,996 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,824 shares; 2024Q4: 36,446 shares; 2025Q1: 36,252 shares; 2025Q2: 37,386 shares; 2025Q3: 37,399 shares; 2025Q4: 13,664 shares 13,664 $1.5M 0.08% -23,735 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,374 shares; 2025Q1: 1,803 shares; 2025Q2: 2,133 shares; 2025Q3: 2,204 shares; 2025Q4: 2,712 shares 2,712 $1.5M 0.08% +508 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: 13,129 shares; 2024Q4: 13,196 shares; 2025Q1: 13,563 shares; 2025Q2: 12,845 shares; 2025Q3: 13,196 shares; 2025Q4: 13,559 shares 13,559 $1.5M 0.08% +363 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,243 shares; 2024Q4: 17,074 shares; 2025Q1: 17,103 shares; 2025Q2: 16,922 shares; 2025Q3: 17,029 shares; 2025Q4: 15,631 shares 15,631 $1.48M 0.08% -1,398 Timeline RPV 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: 10,290 shares; 2024Q4: 10,887 shares; 2025Q1: 10,243 shares; 2025Q2: 10,543 shares; 2025Q3: 14,143 shares; 2025Q4: 14,239 shares 14,239 $1.47M 0.08% +96 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: 68,056 shares; 2024Q4: 207,852 shares; 2025Q1: 157,347 shares; 2025Q2: 70,640 shares; 2025Q3: 56,021 shares; 2025Q4: 53,415 shares 53,415 $1.47M 0.08% -2,606 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: not reported; 2024Q4: not reported; 2025Q1: 9,854 shares; 2025Q2: 10,044 shares; 2025Q3: 10,160 shares; 2025Q4: 10,302 shares 10,302 $1.46M 0.08% +142 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,055 shares; 2024Q4: 9,905 shares; 2025Q1: 9,818 shares; 2025Q2: 9,421 shares; 2025Q3: 9,788 shares; 2025Q4: 9,690 shares 9,690 $1.45M 0.08% -98 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: 864 shares; 2024Q4: 786 shares; 2025Q1: 1,247 shares; 2025Q2: 1,293 shares; 2025Q3: 1,448 shares; 2025Q4: 15,400 shares 15,400 $1.44M 0.08% +13,952 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,473 shares; 2024Q4: 12,381 shares; 2025Q1: 12,453 shares; 2025Q2: 12,473 shares; 2025Q3: 12,246 shares; 2025Q4: 12,564 shares 12,564 $1.42M 0.08% +318 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: 12,776 shares; 2024Q4: 12,732 shares; 2025Q1: 12,732 shares; 2025Q2: 25,471 shares; 2025Q3: 46,186 shares; 2025Q4: 61,967 shares 61,967 $1.42M 0.08% +15,781 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,580 shares; 2024Q4: 16,475 shares; 2025Q1: 16,998 shares; 2025Q2: 17,239 shares; 2025Q3: 16,965 shares; 2025Q4: 17,341 shares 17,341 $1.38M 0.08% +376 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,391 shares; 2024Q4: 30,402 shares; 2025Q1: 33,104 shares; 2025Q2: 32,320 shares; 2025Q3: 32,122 shares; 2025Q4: 28,927 shares 28,927 $1.37M 0.08% -3,195 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: 1,834 shares; 2024Q4: 1,874 shares; 2025Q1: 1,814 shares; 2025Q2: 2,438 shares; 2025Q3: 2,402 shares; 2025Q4: 2,390 shares 2,390 $1.36M 0.08% -12 Timeline PONY PONY AI INC More: the full row for PONY AI 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: 91,665 shares; 2025Q4: 93,546 shares 93,546 $1.36M 0.08% +1,881 Timeline CRPT 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: 45,660 shares; 2024Q4: 47,821 shares; 2025Q1: 51,248 shares; 2025Q2: 62,074 shares; 2025Q3: 67,545 shares; 2025Q4: 90,345 shares 90,345 $1.36M 0.08% +22,800 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,832 shares 8,832 $1.35M 0.08% new Timeline WGO WINNEBAGO INDS INC More: the full row for WINNEBAGO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,374 shares 33,374 $1.35M 0.08% 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: 15,043 shares; 2024Q4: 16,084 shares; 2025Q1: 18,658 shares; 2025Q2: 20,202 shares; 2025Q3: 21,016 shares; 2025Q4: 22,872 shares 22,872 $1.34M 0.08% +1,856 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 17,511 shares 17,511 $1.34M 0.08% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 50,758 shares 50,758 $1.33M 0.07% new Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON 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: 64,299 shares 64,299 $1.32M 0.07% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,823 shares; 2024Q4: 15,438 shares; 2025Q1: 15,988 shares; 2025Q2: 10,036 shares; 2025Q3: 12,101 shares; 2025Q4: 12,415 shares 12,415 $1.31M 0.07% +314 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: 7,634 shares; 2024Q4: 8,387 shares; 2025Q1: 9,244 shares; 2025Q2: 9,136 shares; 2025Q3: 9,152 shares; 2025Q4: 8,770 shares 8,770 $1.3M 0.07% -382 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: 4,155 shares; 2024Q4: 4,155 shares; 2025Q1: 4,275 shares; 2025Q2: 3,547 shares; 2025Q3: 4,285 shares; 2025Q4: 5,757 shares 5,757 $1.29M 0.07% +1,472 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,007 shares 56,007 $1.29M 0.07% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,518 shares; 2024Q4: 9,280 shares; 2025Q1: 9,123 shares; 2025Q2: 10,451 shares; 2025Q3: 10,400 shares; 2025Q4: 10,440 shares 10,440 $1.28M 0.07% +40 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: 42,424 shares; 2024Q4: 44,636 shares; 2025Q1: 44,431 shares; 2025Q2: 46,595 shares; 2025Q3: 48,155 shares; 2025Q4: 34,685 shares 34,685 $1.28M 0.07% -13,470 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: 20,009 shares; 2024Q4: 20,074 shares; 2025Q1: 21,140 shares; 2025Q2: 24,023 shares; 2025Q3: 26,187 shares; 2025Q4: 27,241 shares 27,241 $1.28M 0.07% +1,054 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: 15,912 shares; 2024Q4: 21,800 shares; 2025Q1: 18,360 shares; 2025Q2: 18,334 shares; 2025Q3: 17,728 shares; 2025Q4: 16,922 shares 16,922 $1.25M 0.07% -806 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,205 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $1.25M 0.07% 0 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: 13,893 shares; 2024Q4: 14,733 shares; 2025Q1: 17,421 shares; 2025Q2: 18,284 shares; 2025Q3: 19,171 shares; 2025Q4: 21,879 shares 21,879 $1.23M 0.07% +2,708 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: 3,557 shares; 2024Q4: 7,787 shares; 2025Q1: 8,764 shares; 2025Q2: 9,103 shares; 2025Q3: 8,710 shares; 2025Q4: 10,838 shares 10,838 $1.23M 0.07% +2,128 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,943 shares; 2025Q2: 11,618 shares; 2025Q3: 12,722 shares; 2025Q4: 11,239 shares 11,239 $1.23M 0.07% -1,483 Timeline MTRX MATRIX SVC CO More: the full row for MATRIX SVC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,267 shares; 2024Q4: 108,057 shares; 2025Q1: 105,703 shares; 2025Q2: 105,091 shares; 2025Q3: 104,647 shares; 2025Q4: 104,561 shares 104,561 $1.22M 0.07% -86 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,929 shares; 2024Q4: 4,245 shares; 2025Q1: 4,869 shares; 2025Q2: 5,958 shares; 2025Q3: 6,202 shares; 2025Q4: 6,674 shares 6,674 $1.21M 0.07% +472 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: 1,135 shares; 2025Q1: 1,146 shares; 2025Q2: 1,119 shares; 2025Q3: 1,122 shares; 2025Q4: 1,130 shares 1,130 $1.21M 0.07% +8 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: 14,071 shares; 2024Q4: 14,622 shares; 2025Q1: 15,453 shares; 2025Q2: 17,192 shares; 2025Q3: 18,865 shares; 2025Q4: 20,812 shares 20,812 $1.21M 0.07% +1,947 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: 24,822 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,456 shares; 2025Q4: 12,463 shares 12,463 $1.2M 0.07% +1,007 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: 48,035 shares; 2024Q4: 45,892 shares; 2025Q1: 46,223 shares; 2025Q2: 42,773 shares; 2025Q3: 44,271 shares; 2025Q4: 38,430 shares 38,430 $1.19M 0.07% -5,841 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: 4,923 shares; 2024Q4: 5,048 shares; 2025Q1: 5,369 shares; 2025Q2: 5,754 shares; 2025Q3: 5,991 shares; 2025Q4: 6,700 shares 6,700 $1.16M 0.07% +709 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: 6,378 shares; 2024Q4: 6,611 shares; 2025Q1: 7,296 shares; 2025Q2: 8,473 shares; 2025Q3: 8,757 shares; 2025Q4: 8,990 shares 8,990 $1.15M 0.06% +233 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: 1,211 shares; 2024Q4: 2,466 shares; 2025Q1: 2,640 shares; 2025Q2: 2,709 shares; 2025Q3: 3,179 shares; 2025Q4: 3,098 shares 3,098 $1.15M 0.06% -81 Timeline FJUL 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: 20,208 shares 20,208 $1.13M 0.06% new Timeline FDIV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,335 shares; 2024Q4: 11,893 shares; 2025Q1: 19,373 shares; 2025Q2: 24,335 shares; 2025Q3: 30,575 shares; 2025Q4: 41,656 shares 41,656 $1.13M 0.06% +11,081 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,023 shares; 2024Q4: 42,023 shares; 2025Q1: 42,023 shares; 2025Q2: 42,023 shares; 2025Q3: 42,023 shares; 2025Q4: 42,023 shares 42,023 $1.13M 0.06% 0 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: 10,796 shares; 2024Q4: 37,788 shares; 2025Q1: 36,629 shares; 2025Q2: 41,653 shares; 2025Q3: 45,814 shares; 2025Q4: 12,335 shares 12,335 $1.1M 0.06% -33,479 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,503 shares; 2024Q4: 14,273 shares; 2025Q1: 15,488 shares; 2025Q2: 17,818 shares; 2025Q3: 18,548 shares; 2025Q4: 19,072 shares 19,072 $1.09M 0.06% +524 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: not reported; 2024Q4: 4,516 shares; 2025Q1: 6,147 shares; 2025Q2: 7,408 shares; 2025Q3: 9,081 shares; 2025Q4: 23,002 shares 23,002 $1.08M 0.06% +13,921 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: 14,965 shares; 2024Q4: 16,262 shares; 2025Q1: 18,245 shares; 2025Q2: 20,395 shares; 2025Q3: 21,719 shares; 2025Q4: 22,975 shares 22,975 $1.08M 0.06% +1,256 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: 1,814 shares; 2024Q4: 1,814 shares; 2025Q1: 1,834 shares; 2025Q2: 1,088 shares; 2025Q3: 2,774 shares; 2025Q4: 3,434 shares 3,434 $1.07M 0.06% +660 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,334 shares; 2024Q4: 43,981 shares; 2025Q1: 48,807 shares; 2025Q2: 59,636 shares; 2025Q3: 61,970 shares; 2025Q4: 61,597 shares 61,597 $1.04M 0.06% -373 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: 1,357 shares; 2024Q4: 1,408 shares; 2025Q1: 1,510 shares; 2025Q2: 1,419 shares; 2025Q3: 1,465 shares; 2025Q4: 1,570 shares 1,570 $1.04M 0.06% +105 Timeline FJAN 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: 19,722 shares 19,722 $1.02M 0.06% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,764 shares; 2025Q1: 2,183 shares; 2025Q2: 2,480 shares; 2025Q3: 2,669 shares; 2025Q4: 2,904 shares 2,904 $1.02M 0.06% +235 Timeline NRXS NEURAXIS INC More: the full row for NEURAXIS 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: 33,395 shares; 2025Q4: 222,605 shares 222,605 $1.01M 0.06% +189,210 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,760 shares; 2024Q4: 14,863 shares; 2025Q1: 14,201 shares; 2025Q2: 13,538 shares; 2025Q3: 12,451 shares; 2025Q4: 11,037 shares 11,037 $1M 0.06% -1,414 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,951 shares; 2024Q4: 3,868 shares; 2025Q1: 3,987 shares; 2025Q2: 4,301 shares; 2025Q3: 4,184 shares; 2025Q4: 4,158 shares 4,158 $1M 0.06% -26 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: 4,243 shares; 2024Q4: 8,576 shares; 2025Q1: 2,218 shares; 2025Q2: 1,809 shares; 2025Q3: 2,182 shares; 2025Q4: 2,058 shares 2,058 $974K 0.05% -124 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,976 shares; 2024Q4: 8,976 shares; 2025Q1: 8,507 shares; 2025Q2: 11,720 shares; 2025Q3: 14,193 shares; 2025Q4: 13,543 shares 13,543 $941K 0.05% -650 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,062 shares; 2024Q4: 38,859 shares; 2025Q1: 38,465 shares; 2025Q2: 33,877 shares; 2025Q3: 31,361 shares; 2025Q4: 12,633 shares 12,633 $933K 0.05% -18,728 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: 706 shares; 2025Q4: 1,132 shares 1,132 $929K 0.05% +426 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: 4,099 shares; 2024Q4: 4,021 shares; 2025Q1: 3,967 shares; 2025Q2: 3,968 shares; 2025Q3: 3,926 shares; 2025Q4: 3,767 shares 3,767 $928K 0.05% -159 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,548 shares; 2025Q1: 22,492 shares; 2025Q2: 24,551 shares; 2025Q3: 24,120 shares; 2025Q4: 23,509 shares 23,509 $926K 0.05% -611 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,833 shares 16,833 $923K 0.05% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,527 shares; 2025Q3: 8,337 shares; 2025Q4: 15,036 shares 15,036 $902K 0.05% +6,699 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,506 shares; 2025Q4: 5,505 shares 5,505 $899K 0.05% -1 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,856 shares; 2024Q4: 5,065 shares; 2025Q1: 5,497 shares; 2025Q2: 5,969 shares; 2025Q3: 6,272 shares; 2025Q4: 6,795 shares 6,795 $885K 0.05% +523 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,738 shares; 2024Q4: 10,431 shares; 2025Q1: 10,161 shares; 2025Q2: 7,053 shares; 2025Q3: not reported; 2025Q4: 2,814 shares 2,814 $882K 0.05% new Timeline DFEB 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: 19,840 shares; 2025Q2: 19,840 shares; 2025Q3: 18,465 shares; 2025Q4: 18,465 shares 18,465 $881K 0.05% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 818 shares; 2025Q4: 2,832 shares 2,832 $839K 0.05% +2,014 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,003 shares; 2024Q4: 14,528 shares; 2025Q1: 15,640 shares; 2025Q2: 15,640 shares; 2025Q3: 16,640 shares; 2025Q4: 16,640 shares 16,640 $833K 0.05% 0 Timeline FENI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,574 shares 22,574 $826K 0.05% new Timeline DMAY 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: 18,038 shares; 2025Q3: 18,038 shares; 2025Q4: 18,038 shares 18,038 $816K 0.05% 0 Timeline FSMD 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,446 shares 18,446 $814K 0.05% new 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: 1,214 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 615 shares; 2025Q3: 835 shares; 2025Q4: 1,231 shares 1,231 $805K 0.05% +396 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,371 shares; 2025Q2: 7,262 shares; 2025Q3: 8,097 shares; 2025Q4: 8,569 shares 8,569 $799K 0.04% +472 Timeline RTH 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: 3,960 shares; 2024Q4: 3,824 shares; 2025Q1: 3,563 shares; 2025Q2: 3,229 shares; 2025Q3: 3,125 shares; 2025Q4: 3,156 shares 3,156 $787K 0.04% +31 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 273,995 shares; 2025Q2: 11,741 shares; 2025Q3: 171,131 shares; 2025Q4: 30,394 shares 30,394 $780K 0.04% -140,737 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,935 shares; 2024Q4: 5,660 shares; 2025Q1: 5,074 shares; 2025Q2: 4,936 shares; 2025Q3: 5,183 shares; 2025Q4: 5,409 shares 5,409 $764K 0.04% +226 Timeline DDTS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,075 shares; 2025Q4: 34,952 shares 34,952 $746K 0.04% +877 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,764 shares; 2024Q4: 4,329 shares; 2025Q1: 4,254 shares; 2025Q2: 4,172 shares; 2025Q3: 4,042 shares; 2025Q4: 3,986 shares 3,986 $737K 0.04% -56 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: 1,695 shares; 2024Q4: 2,182 shares; 2025Q1: 1,872 shares; 2025Q2: 1,960 shares; 2025Q3: 2,005 shares; 2025Q4: 2,414 shares 2,414 $734K 0.04% +409 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,327 shares; 2024Q4: 6,720 shares; 2025Q1: 8,246 shares; 2025Q2: 9,972 shares; 2025Q3: 8,301 shares; 2025Q4: 9,075 shares 9,075 $731K 0.04% +774 Timeline JULT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,142 shares; 2024Q4: 11,826 shares; 2025Q1: 12,126 shares; 2025Q2: 13,981 shares; 2025Q3: 16,897 shares; 2025Q4: 16,247 shares 16,247 $729K 0.04% -650 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,113 shares; 2024Q4: 8,753 shares; 2025Q1: 9,138 shares; 2025Q2: 13,604 shares; 2025Q3: 15,755 shares; 2025Q4: 16,385 shares 16,385 $726K 0.04% +630 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,213 shares; 2025Q4: 1,891 shares 1,891 $725K 0.04% +678 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: 2,964 shares; 2024Q4: 3,046 shares; 2025Q1: 11,246 shares; 2025Q2: 10,792 shares; 2025Q3: 11,229 shares; 2025Q4: 3,445 shares 3,445 $725K 0.04% -7,784 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,044 shares 18,044 $714K 0.04% new 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: 15,556 shares; 2024Q4: 14,054 shares; 2025Q1: 14,479 shares; 2025Q2: 15,122 shares; 2025Q3: 14,168 shares; 2025Q4: 14,389 shares 14,389 $706K 0.04% +221 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,690 shares; 2024Q4: 28,203 shares; 2025Q1: 28,447 shares; 2025Q2: 28,588 shares; 2025Q3: 28,371 shares; 2025Q4: 29,942 shares 29,942 $700K 0.04% +1,571 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,508 shares; 2025Q1: 11,508 shares; 2025Q2: 11,508 shares; 2025Q3: 11,508 shares; 2025Q4: 10,739 shares 10,739 $697K 0.04% -769 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: 11,888 shares; 2024Q4: 23,790 shares; 2025Q1: 22,959 shares; 2025Q2: 24,497 shares; 2025Q3: 25,883 shares; 2025Q4: 24,263 shares 24,263 $691K 0.04% -1,620 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,736 shares; 2025Q4: 14,606 shares 14,606 $682K 0.04% +4,870 Timeline AOM ISHARES TR More: 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: 12,818 shares; 2025Q3: 12,818 shares; 2025Q4: 14,247 shares 14,247 $680K 0.04% +1,429 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,261 shares; 2024Q4: 5,550 shares; 2025Q1: 5,466 shares; 2025Q2: 5,869 shares; 2025Q3: 5,724 shares; 2025Q4: 5,531 shares 5,531 $673K 0.04% -193 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: 21,359 shares; 2024Q4: 22,056 shares; 2025Q1: 22,175 shares; 2025Q2: 16,630 shares; 2025Q3: 6,969 shares; 2025Q4: 6,664 shares 6,664 $672K 0.04% -305 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: 5,468 shares; 2025Q2: 5,507 shares; 2025Q3: 5,713 shares; 2025Q4: 5,747 shares 5,747 $667K 0.04% +34 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,924 shares; 2024Q4: 10,948 shares; 2025Q1: 10,217 shares; 2025Q2: 11,938 shares; 2025Q3: 13,066 shares; 2025Q4: 14,217 shares 14,217 $664K 0.04% +1,151 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,988 shares 8,988 $662K 0.04% new Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 3,755 shares; 2025Q4: 3,536 shares 3,536 $659K 0.04% -219 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,262 shares 18,262 $643K 0.04% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,135 shares; 2025Q4: 13,795 shares 13,795 $635K 0.04% +8,660 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: not reported; 2024Q4: not reported; 2025Q1: 12,700 shares; 2025Q2: 19,571 shares; 2025Q3: 23,774 shares; 2025Q4: 27,273 shares 27,273 $626K 0.04% +3,499 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,411 shares; 2025Q4: 7,778 shares 7,778 $620K 0.03% +3,367 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,074 shares; 2025Q4: 7,602 shares 7,602 $613K 0.03% +3,528 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,779 shares 20,779 $613K 0.03% new Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,619 shares; 2025Q1: 8,586 shares; 2025Q2: 8,409 shares; 2025Q3: 8,245 shares; 2025Q4: 8,033 shares 8,033 $611K 0.03% -212 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,126 shares; 2024Q4: 15,530 shares; 2025Q1: 16,061 shares; 2025Q2: 17,116 shares; 2025Q3: 14,495 shares; 2025Q4: 13,137 shares 13,137 $611K 0.03% -1,358 Timeline SIL 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: 7,715 shares; 2025Q4: 7,184 shares 7,184 $600K 0.03% -531 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,726 shares; 2024Q4: 8,726 shares; 2025Q1: 8,726 shares; 2025Q2: 8,726 shares; 2025Q3: 12,681 shares; 2025Q4: 12,897 shares 12,897 $599K 0.03% +216 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,425 shares; 2024Q4: 10,432 shares; 2025Q1: 11,257 shares; 2025Q2: 12,735 shares; 2025Q3: 15,163 shares; 2025Q4: 14,508 shares 14,508 $598K 0.03% -655 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: 6,535 shares; 2024Q4: 6,413 shares; 2025Q1: 6,475 shares; 2025Q2: 5,944 shares; 2025Q3: 6,131 shares; 2025Q4: 5,809 shares 5,809 $595K 0.03% -322 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: 4,826 shares; 2024Q4: 5,847 shares; 2025Q1: 6,271 shares; 2025Q2: 5,687 shares; 2025Q3: 6,138 shares; 2025Q4: 6,717 shares 6,717 $594K 0.03% +579 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,619 shares; 2025Q1: 2,305 shares; 2025Q2: 2,556 shares; 2025Q3: 2,700 shares; 2025Q4: 2,811 shares 2,811 $594K 0.03% +111 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL 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: 10,449 shares; 2025Q4: 19,914 shares 19,914 $587K 0.03% +9,465 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,503 shares; 2025Q1: 4,982 shares; 2025Q2: 5,902 shares; 2025Q3: 5,902 shares; 2025Q4: 4,839 shares 4,839 $585K 0.03% -1,063 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,881 shares; 2024Q4: 9,660 shares; 2025Q1: 35,508 shares; 2025Q2: 31,032 shares; 2025Q3: 31,795 shares; 2025Q4: 7,550 shares 7,550 $584K 0.03% -24,245 Timeline XISE 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: 19,133 shares 19,133 $582K 0.03% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,412 shares; 2024Q4: 76,437 shares; 2025Q1: 74,556 shares; 2025Q2: 62,014 shares; 2025Q3: 22,603 shares; 2025Q4: 20,624 shares 20,624 $578K 0.03% -1,979 Timeline FMTM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,450 shares; 2025Q4: 17,762 shares 17,762 $571K 0.03% +2,312 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: 33,017 shares; 2024Q4: 25,389 shares; 2025Q1: 20,664 shares; 2025Q2: 11,061 shares; 2025Q3: 10,594 shares; 2025Q4: 11,688 shares 11,688 $565K 0.03% +1,094 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 2,177 shares; 2025Q1: 2,084 shares; 2025Q2: 2,365 shares; 2025Q3: 2,425 shares; 2025Q4: 2,597 shares 2,597 $564K 0.03% +172 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: 1,560 shares; 2024Q4: 1,575 shares; 2025Q1: 2,605 shares; 2025Q2: 3,718 shares; 2025Q3: 3,697 shares; 2025Q4: 3,991 shares 3,991 $555K 0.03% +294 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,756 shares; 2024Q4: 3,730 shares; 2025Q1: 3,742 shares; 2025Q2: 3,756 shares; 2025Q3: 3,569 shares; 2025Q4: 3,647 shares 3,647 $552K 0.03% +78 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 1,919 shares; 2025Q1: 1,929 shares; 2025Q2: 2,143 shares; 2025Q3: 2,307 shares; 2025Q4: 2,282 shares 2,282 $550K 0.03% -25 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: 7,729 shares; 2025Q4: 7,420 shares 7,420 $548K 0.03% -309 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,851 shares; 2024Q4: 88,873 shares; 2025Q1: 65,595 shares; 2025Q2: 41,649 shares; 2025Q3: 19,706 shares; 2025Q4: 23,109 shares 23,109 $548K 0.03% +3,403 Timeline FELC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,307 shares 14,307 $546K 0.03% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 5,120 shares; 2025Q1: 5,122 shares; 2025Q2: 5,125 shares; 2025Q3: not reported; 2025Q4: 5,900 shares 5,900 $546K 0.03% new Timeline AMCX AMC GLOBAL MEDIA INC More: the full row for AMC GLOBAL MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,343 shares; 2024Q4: 45,762 shares; 2025Q1: 50,990 shares; 2025Q2: 53,540 shares; 2025Q3: 54,733 shares; 2025Q4: 57,263 shares 57,263 $545K 0.03% +2,530 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: 16,127 shares; 2024Q4: 15,215 shares; 2025Q1: 15,629 shares; 2025Q2: 9,719 shares; 2025Q3: 9,904 shares; 2025Q4: 9,831 shares 9,831 $538K 0.03% -73 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,347 shares 26,347 $525K 0.03% new Timeline DOCT 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: 11,700 shares 11,700 $518K 0.03% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,206 shares; 2024Q4: 11,257 shares; 2025Q1: 10,529 shares; 2025Q2: 9,568 shares; 2025Q3: 9,863 shares; 2025Q4: 8,715 shares 8,715 $517K 0.03% -1,148 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,669 shares; 2024Q4: 7,669 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,324 shares; 2025Q4: 13,312 shares 13,312 $516K 0.03% +988 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,584 shares; 2025Q1: 5,986 shares; 2025Q2: 5,845 shares; 2025Q3: 7,017 shares; 2025Q4: 8,104 shares 8,104 $512K 0.03% +1,087 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,052 shares; 2025Q1: 1,125 shares; 2025Q2: 1,121 shares; 2025Q3: 1,278 shares; 2025Q4: 1,183 shares 1,183 $504K 0.03% -95 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,408 shares; 2025Q1: 3,340 shares; 2025Q2: 4,940 shares; 2025Q3: 4,704 shares; 2025Q4: 3,796 shares 3,796 $497K 0.03% -908 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,431 shares; 2025Q1: 2,376 shares; 2025Q2: 2,319 shares; 2025Q3: 2,329 shares; 2025Q4: 2,316 shares 2,316 $497K 0.03% -13 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,527 shares; 2024Q4: 19,255 shares; 2025Q1: 12,422 shares; 2025Q2: 10,548 shares; 2025Q3: 12,234 shares; 2025Q4: 12,721 shares 12,721 $497K 0.03% +487 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,987 shares; 2024Q4: 9,987 shares; 2025Q1: 9,948 shares; 2025Q2: 9,948 shares; 2025Q3: 9,948 shares; 2025Q4: 12,498 shares 12,498 $495K 0.03% +2,550 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,291 shares; 2025Q1: 5,406 shares; 2025Q2: 5,156 shares; 2025Q3: 8,196 shares; 2025Q4: 10,548 shares 10,548 $488K 0.03% +2,352 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: 7,040 shares; 2024Q4: 6,192 shares; 2025Q1: 5,752 shares; 2025Q2: 6,266 shares; 2025Q3: 6,607 shares; 2025Q4: 6,134 shares 6,134 $487K 0.03% -473 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,214 shares 11,214 $476K 0.03% new Timeline EASY TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,708 shares 18,708 $475K 0.03% new 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: 17,252 shares; 2024Q4: 17,701 shares; 2025Q1: 17,305 shares; 2025Q2: 15,568 shares; 2025Q3: not reported; 2025Q4: 5,931 shares 5,931 $471K 0.03% new 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: not reported; 2025Q2: 9,290 shares; 2025Q3: 9,303 shares; 2025Q4: 20,806 shares 20,806 $468K 0.03% +11,503 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: 6,094 shares; 2024Q4: 6,329 shares; 2025Q1: 4,541 shares; 2025Q2: 4,453 shares; 2025Q3: 5,480 shares; 2025Q4: 7,452 shares 7,452 $466K 0.03% +1,972 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,890 shares 10,890 $465K 0.03% new Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,090 shares; 2025Q1: 10,088 shares; 2025Q2: 10,248 shares; 2025Q3: 10,138 shares; 2025Q4: 8,793 shares 8,793 $462K 0.03% -1,345 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,512 shares; 2025Q3: 4,319 shares; 2025Q4: 5,295 shares 5,295 $461K 0.03% +976 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,812 shares; 2024Q4: not reported; 2025Q1: 13,403 shares; 2025Q2: 14,983 shares; 2025Q3: 17,581 shares; 2025Q4: 17,408 shares 17,408 $461K 0.03% -173 Timeline DDWM 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: 9,040 shares; 2025Q1: 10,062 shares; 2025Q2: 10,032 shares; 2025Q3: 10,007 shares; 2025Q4: 10,559 shares 10,559 $460K 0.03% +552 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,075 shares; 2024Q4: 29,066 shares; 2025Q1: 28,893 shares; 2025Q2: 28,493 shares; 2025Q3: 29,353 shares; 2025Q4: 26,246 shares 26,246 $459K 0.03% -3,107 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,762 shares; 2025Q3: 12,307 shares; 2025Q4: 13,200 shares 13,200 $457K 0.03% +893 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 427 shares; 2025Q4: 427 shares 427 $457K 0.03% 0 Timeline SPTS 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: 8,697 shares; 2024Q4: 16,848 shares; 2025Q1: 16,434 shares; 2025Q2: 14,914 shares; 2025Q3: 15,834 shares; 2025Q4: 15,379 shares 15,379 $450K 0.03% -455 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 658 shares 658 $443K 0.02% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,571 shares; 2025Q2: 3,227 shares; 2025Q3: 3,924 shares; 2025Q4: 4,055 shares 4,055 $439K 0.02% +131 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: 1,504 shares; 2024Q4: 1,565 shares; 2025Q1: 1,372 shares; 2025Q2: 1,457 shares; 2025Q3: 1,830 shares; 2025Q4: 1,805 shares 1,805 $438K 0.02% -25 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 1,395 shares 1,395 $427K 0.02% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,703 shares; 2025Q3: 1,382 shares; 2025Q4: 1,491 shares 1,491 $426K 0.02% +109 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 4,435 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 701 shares 701 $423K 0.02% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,602 shares 5,602 $423K 0.02% new Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,864 shares; 2025Q3: 2,933 shares; 2025Q4: 2,947 shares 2,947 $419K 0.02% +14 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,587 shares 2,587 $412K 0.02% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,347 shares; 2024Q4: 9,247 shares; 2025Q1: 9,338 shares; 2025Q2: 9,338 shares; 2025Q3: 9,499 shares; 2025Q4: 8,885 shares 8,885 $409K 0.02% -614 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,909 shares; 2024Q4: 3,793 shares; 2025Q1: 3,597 shares; 2025Q2: 3,977 shares; 2025Q3: 3,843 shares; 2025Q4: 4,167 shares 4,167 $408K 0.02% +324 Timeline WMK WEIS MKTS INC More: the full row for WEIS MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,682 shares; 2024Q4: 6,709 shares; 2025Q1: 6,091 shares; 2025Q2: 6,036 shares; 2025Q3: 6,026 shares; 2025Q4: 6,359 shares 6,359 $408K 0.02% +333 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,725 shares 11,725 $404K 0.02% new Timeline FUTY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,271 shares 7,271 $401K 0.02% new Timeline FSYD 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,235 shares 8,235 $399K 0.02% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,391 shares; 2024Q4: 21,834 shares; 2025Q1: 20,695 shares; 2025Q2: 21,336 shares; 2025Q3: 20,965 shares; 2025Q4: 6,075 shares 6,075 $395K 0.02% -14,890 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: 1,831 shares; 2024Q4: 1,832 shares; 2025Q1: 1,832 shares; 2025Q2: 1,757 shares; 2025Q3: 1,758 shares; 2025Q4: 1,892 shares 1,892 $395K 0.02% +134 Timeline WTAI 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: not reported; 2025Q4: 13,544 shares 13,544 $395K 0.02% new 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: 4,985 shares; 2024Q4: 4,735 shares; 2025Q1: 4,735 shares; 2025Q2: 4,735 shares; 2025Q3: 4,735 shares; 2025Q4: 5,735 shares 5,735 $392K 0.02% +1,000 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: 2,395 shares; 2025Q1: 2,395 shares; 2025Q2: 2,395 shares; 2025Q3: 2,395 shares; 2025Q4: 2,395 shares 2,395 $392K 0.02% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,621 shares; 2025Q4: 1,725 shares 1,725 $390K 0.02% +104 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: 1,785 shares; 2024Q4: 1,431 shares; 2025Q1: 1,431 shares; 2025Q2: 1,567 shares; 2025Q3: 1,473 shares; 2025Q4: 1,703 shares 1,703 $388K 0.02% +230 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: 865 shares; 2024Q4: 904 shares; 2025Q1: 925 shares; 2025Q2: 819 shares; 2025Q3: 861 shares; 2025Q4: 821 shares 821 $385K 0.02% -40 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: 4,517 shares; 2024Q4: 109,901 shares; 2025Q1: 13,457 shares; 2025Q2: 13,512 shares; 2025Q3: 13,662 shares; 2025Q4: 14,163 shares 14,163 $381K 0.02% +501 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 2,406 shares; 2025Q1: 2,341 shares; 2025Q2: 2,159 shares; 2025Q3: 2,235 shares; 2025Q4: 2,171 shares 2,171 $371K 0.02% -64 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,540 shares; 2025Q3: 7,189 shares; 2025Q4: 7,319 shares 7,319 $363K 0.02% +130 Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,176 shares; 2024Q4: 18,023 shares; 2025Q1: 10,437 shares; 2025Q2: 10,456 shares; 2025Q3: 10,655 shares; 2025Q4: 11,173 shares 11,173 $363K 0.02% +518 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: 2,284 shares; 2024Q4: 2,284 shares; 2025Q1: 2,430 shares; 2025Q2: 2,381 shares; 2025Q3: 2,475 shares; 2025Q4: 2,263 shares 2,263 $362K 0.02% -212 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,312 shares; 2024Q4: 14,195 shares; 2025Q1: 13,776 shares; 2025Q2: 10,519 shares; 2025Q3: 9,820 shares; 2025Q4: 9,961 shares 9,961 $361K 0.02% +141 Timeline XBI 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: 231,273 shares; 2024Q4: 245,148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,159 shares; 2025Q4: 2,956 shares 2,956 $360K 0.02% +797 Timeline FJUN 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: 6,424 shares; 2024Q4: 6,424 shares; 2025Q1: 6,424 shares; 2025Q2: 6,424 shares; 2025Q3: 6,314 shares; 2025Q4: 6,314 shares 6,314 $360K 0.02% 0 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,638 shares; 2024Q4: 55,506 shares; 2025Q1: 58,517 shares; 2025Q2: 57,138 shares; 2025Q3: 56,823 shares; 2025Q4: 41,235 shares 41,235 $355K 0.02% -15,588 Timeline RDIV 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: 6,550 shares; 2024Q4: 6,520 shares; 2025Q1: 6,905 shares; 2025Q2: 7,669 shares; 2025Q3: 7,496 shares; 2025Q4: 6,723 shares 6,723 $350K 0.02% -773 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: 3,739 shares; 2024Q4: 3,739 shares; 2025Q1: 4,009 shares; 2025Q2: 18,421 shares; 2025Q3: 4,636 shares; 2025Q4: 4,890 shares 4,890 $349K 0.02% +254 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,177 shares 5,177 $349K 0.02% new Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,015 shares; 2025Q2: 27,043 shares; 2025Q3: 28,643 shares; 2025Q4: 24,293 shares 24,293 $348K 0.02% -4,350 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,580 shares 7,580 $345K 0.02% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,795 shares; 2025Q2: 9,069 shares; 2025Q3: 5,630 shares; 2025Q4: 5,872 shares 5,872 $339K 0.02% +242 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,571 shares; 2025Q1: 25,571 shares; 2025Q2: 25,029 shares; 2025Q3: 25,029 shares; 2025Q4: 35,106 shares 35,106 $335K 0.02% +10,077 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: 2,338 shares; 2024Q4: 2,314 shares; 2025Q1: 2,250 shares; 2025Q2: 2,137 shares; 2025Q3: 2,323 shares; 2025Q4: 2,356 shares 2,356 $333K 0.02% +33 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,377 shares; 2025Q3: 5,647 shares; 2025Q4: 5,161 shares 5,161 $332K 0.02% -486 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE 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: 1,925 shares 1,925 $327K 0.02% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 873 shares; 2025Q2: 972 shares; 2025Q3: 1,040 shares; 2025Q4: 1,093 shares 1,093 $326K 0.02% +53 Timeline DDEC 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: 6,000 shares; 2025Q1: 7,150 shares; 2025Q2: 7,150 shares; 2025Q3: 7,150 shares; 2025Q4: 7,150 shares 7,150 $322K 0.02% 0 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: 881 shares; 2024Q4: 966 shares; 2025Q1: 1,104 shares; 2025Q2: 1,157 shares; 2025Q3: 1,201 shares; 2025Q4: 1,108 shares 1,108 $322K 0.02% -93 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,070 shares; 2025Q3: 6,096 shares; 2025Q4: 6,245 shares 6,245 $319K 0.02% +149 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,935 shares; 2024Q4: 15,260 shares; 2025Q1: not reported; 2025Q2: 5,420 shares; 2025Q3: 6,131 shares; 2025Q4: 6,276 shares 6,276 $319K 0.02% +145 Timeline NVBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,018 shares 11,018 $319K 0.02% new Timeline INCE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,239 shares; 2024Q4: 5,239 shares; 2025Q1: 5,239 shares; 2025Q2: 5,239 shares; 2025Q3: 5,239 shares; 2025Q4: 5,215 shares 5,215 $319K 0.02% -24 Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,448 shares 3,448 $315K 0.02% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,329 shares; 2025Q2: 8,033 shares; 2025Q3: 8,420 shares; 2025Q4: 8,518 shares 8,518 $314K 0.02% +98 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,282 shares; 2025Q4: 6,942 shares 6,942 $309K 0.02% +1,660 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,798 shares; 2025Q3: 3,924 shares; 2025Q4: 3,863 shares 3,863 $304K 0.02% -61 Timeline TDV 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: 3,019 shares; 2024Q4: 3,245 shares; 2025Q1: 3,360 shares; 2025Q2: 3,532 shares; 2025Q3: 3,754 shares; 2025Q4: 3,515 shares 3,515 $304K 0.02% -239 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,099 shares 6,099 $304K 0.02% new Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 2,047 shares; 2025Q1: 1,977 shares; 2025Q2: 1,833 shares; 2025Q3: 1,751 shares; 2025Q4: 1,620 shares 1,620 $303K 0.02% -131 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,348 shares; 2025Q2: 1,281 shares; 2025Q3: 1,406 shares; 2025Q4: 1,559 shares 1,559 $302K 0.02% +153 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 877 shares; 2025Q3: 996 shares; 2025Q4: 852 shares 852 $301K 0.02% -144 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,744 shares; 2024Q4: 73,889 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,919 shares 5,919 $299K 0.02% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,237 shares; 2025Q1: 4,113 shares; 2025Q2: not reported; 2025Q3: 3,231 shares; 2025Q4: 3,343 shares 3,343 $298K 0.02% +112 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,948 shares; 2025Q2: 4,440 shares; 2025Q3: 4,440 shares; 2025Q4: 4,633 shares 4,633 $297K 0.02% +193 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,392 shares; 2024Q4: 120,562 shares; 2025Q1: 106,906 shares; 2025Q2: 7,304 shares; 2025Q3: 7,328 shares; 2025Q4: 6,175 shares 6,175 $297K 0.02% -1,153 Timeline GFLW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,539 shares 10,539 $297K 0.02% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,779 shares; 2025Q4: 1,840 shares 1,840 $296K 0.02% +61 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,342 shares; 2024Q4: 3,538 shares; 2025Q1: 3,518 shares; 2025Q2: 3,560 shares; 2025Q3: 3,367 shares; 2025Q4: 3,289 shares 3,289 $296K 0.02% -78 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,394 shares; 2025Q4: 2,530 shares 2,530 $295K 0.02% +136 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,180 shares; 2025Q2: 5,460 shares; 2025Q3: not reported; 2025Q4: 7,226 shares 7,226 $294K 0.02% new Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,296 shares; 2024Q4: 5,972 shares; 2025Q1: 5,992 shares; 2025Q2: 5,992 shares; 2025Q3: 5,992 shares; 2025Q4: 5,992 shares 5,992 $292K 0.02% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,794 shares 1,794 $292K 0.02% new Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,613 shares 8,613 $289K 0.02% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,703 shares 3,703 $286K 0.02% new Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,999 shares; 2025Q3: 4,289 shares; 2025Q4: 3,779 shares 3,779 $283K 0.02% -510 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY 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: 5,469 shares; 2025Q4: 5,592 shares 5,592 $282K 0.02% +123 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: 4,316 shares 4,316 $282K 0.02% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 992 shares; 2025Q4: 1,092 shares 1,092 $282K 0.02% +100 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,962 shares; 2025Q2: 9,327 shares; 2025Q3: 8,754 shares; 2025Q4: 8,771 shares 8,771 $281K 0.02% +17 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,446 shares; 2024Q4: 7,649 shares; 2025Q1: 7,714 shares; 2025Q2: 7,413 shares; 2025Q3: 6,527 shares; 2025Q4: 6,907 shares 6,907 $278K 0.02% +380 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,420 shares 2,420 $278K 0.02% new Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,306 shares; 2025Q3: 5,306 shares; 2025Q4: 5,429 shares 5,429 $277K 0.02% +123 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,556 shares; 2025Q2: 5,786 shares; 2025Q3: 4,957 shares; 2025Q4: 5,409 shares 5,409 $275K 0.02% +452 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,782 shares; 2025Q4: 4,964 shares 4,964 $273K 0.02% +182 Timeline GDEC 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: 6,749 shares; 2024Q4: 6,749 shares; 2025Q1: 7,192 shares; 2025Q2: 7,192 shares; 2025Q3: 7,192 shares; 2025Q4: 7,192 shares 7,192 $272K 0.02% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 2,919 shares; 2025Q1: 2,067 shares; 2025Q2: 1,945 shares; 2025Q3: 1,935 shares; 2025Q4: 1,843 shares 1,843 $270K 0.02% -92 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,285 shares; 2024Q4: 10,145 shares; 2025Q1: 9,763 shares; 2025Q2: 9,951 shares; 2025Q3: 9,970 shares; 2025Q4: 9,892 shares 9,892 $270K 0.02% -78 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: 203 shares; 2024Q4: 203 shares; 2025Q1: 196 shares; 2025Q2: 2,900 shares; 2025Q3: 2,950 shares; 2025Q4: 2,950 shares 2,950 $269K 0.02% 0 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: 1,996 shares; 2025Q2: 2,100 shares; 2025Q3: 2,765 shares; 2025Q4: 2,711 shares 2,711 $269K 0.02% -54 Timeline YYY 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: 10,827 shares; 2024Q4: 12,186 shares; 2025Q1: 14,594 shares; 2025Q2: 19,891 shares; 2025Q3: 20,802 shares; 2025Q4: 23,289 shares 23,289 $268K 0.02% +2,487 Timeline ZIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,058 shares; 2024Q4: 7,486 shares; 2025Q1: 7,670 shares; 2025Q2: 5,789 shares; 2025Q3: 6,885 shares; 2025Q4: 7,316 shares 7,316 $266K 0.01% +431 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,231 shares; 2024Q4: 7,231 shares; 2025Q1: 7,070 shares; 2025Q2: 7,070 shares; 2025Q3: 7,070 shares; 2025Q4: 7,070 shares 7,070 $264K 0.01% 0 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: 3,845 shares; 2024Q4: 3,883 shares; 2025Q1: 3,591 shares; 2025Q2: 791 shares; 2025Q3: not reported; 2025Q4: 908 shares 908 $263K 0.01% new Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,176 shares 4,176 $260K 0.01% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,130 shares; 2024Q4: 5,695 shares; 2025Q1: 5,349 shares; 2025Q2: 5,393 shares; 2025Q3: 5,179 shares; 2025Q4: 4,169 shares 4,169 $259K 0.01% -1,010 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: 1,573 shares; 2024Q4: 1,566 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,513 shares; 2025Q4: 1,534 shares 1,534 $259K 0.01% +21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,170 shares; 2025Q4: 3,256 shares 3,256 $256K 0.01% +86 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,174 shares; 2025Q2: 25,821 shares; 2025Q3: 15,935 shares; 2025Q4: 14,475 shares 14,475 $256K 0.01% -1,460 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL 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: 1,778 shares 1,778 $255K 0.01% new 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: 748 shares; 2024Q4: 875 shares; 2025Q1: 952 shares; 2025Q2: 1,163 shares; 2025Q3: 1,015 shares; 2025Q4: 956 shares 956 $253K 0.01% -59 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: 10,304 shares; 2024Q4: 9,926 shares; 2025Q1: 8,623 shares; 2025Q2: 9,100 shares; 2025Q3: 8,872 shares; 2025Q4: 3,603 shares 3,603 $250K 0.01% -5,269 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,542 shares; 2025Q4: 2,726 shares 2,726 $249K 0.01% +184 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,176 shares; 2025Q3: 5,329 shares; 2025Q4: 5,538 shares 5,538 $249K 0.01% +209 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,144 shares; 2025Q3: 2,144 shares; 2025Q4: 4,288 shares 4,288 $248K 0.01% +2,144 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,145 shares; 2025Q4: 2,220 shares 2,220 $245K 0.01% +75 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,433 shares 2,433 $244K 0.01% new Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,950 shares; 2025Q4: 2,360 shares 2,360 $240K 0.01% -590 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: not reported; 2025Q1: 1,706 shares; 2025Q2: 1,709 shares; 2025Q3: 1,775 shares; 2025Q4: 1,466 shares 1,466 $235K 0.01% -309 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 529 shares; 2025Q3: 535 shares; 2025Q4: 502 shares 502 $234K 0.01% -33 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,585 shares; 2025Q3: 1,662 shares; 2025Q4: 1,740 shares 1,740 $232K 0.01% +78 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,724 shares; 2025Q2: 5,724 shares; 2025Q3: 5,724 shares; 2025Q4: 4,900 shares 4,900 $230K 0.01% -824 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,239 shares 3,239 $230K 0.01% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 894 shares; 2025Q4: 894 shares 894 $229K 0.01% 0 Timeline FIVA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,797 shares; 2025Q4: 6,650 shares 6,650 $228K 0.01% -147 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: 2,733 shares; 2025Q1: 27,342 shares; 2025Q2: not reported; 2025Q3: 2,181 shares; 2025Q4: 2,355 shares 2,355 $224K 0.01% +174 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,882 shares; 2024Q4: 11,847 shares; 2025Q1: not reported; 2025Q2: 10,739 shares; 2025Q3: 10,832 shares; 2025Q4: 11,260 shares 11,260 $224K 0.01% +428 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,767 shares; 2025Q4: 4,074 shares 4,074 $223K 0.01% +307 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,005 shares 5,005 $222K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,787 shares 3,787 $222K 0.01% new Timeline TVAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE 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: 6,298 shares; 2025Q3: 6,298 shares; 2025Q4: 6,298 shares 6,298 $222K 0.01% 0 Timeline TLF TANDY LEATHER FACTORY INC More: the full row for TANDY LEATHER FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,464 shares; 2024Q4: 84,284 shares; 2025Q1: 84,284 shares; 2025Q2: 82,034 shares; 2025Q3: 82,034 shares; 2025Q4: 80,599 shares 80,599 $221K 0.01% -1,435 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,439 shares 10,439 $219K 0.01% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 358 shares 358 $219K 0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,307 shares; 2025Q1: 16,271 shares; 2025Q2: 16,344 shares; 2025Q3: 18,969 shares; 2025Q4: 2,650 shares 2,650 $217K 0.01% -16,319 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97 shares; 2025Q3: 95 shares; 2025Q4: 106 shares 106 $214K 0.01% +11 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,098 shares 5,098 $214K 0.01% new Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,730 shares; 2025Q1: 6,485 shares; 2025Q2: 6,224 shares; 2025Q3: 6,155 shares; 2025Q4: 6,453 shares 6,453 $213K 0.01% +298 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,534 shares 3,534 $212K 0.01% new 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: 9,550 shares; 2024Q4: 8,542 shares; 2025Q1: 6,581 shares; 2025Q2: 8,956 shares; 2025Q3: 8,499 shares; 2025Q4: 8,753 shares 8,753 $212K 0.01% +254 Timeline SPCT TWO RDS SHARED TR More: the full row for TWO RDS SHARED 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: 8,297 shares 8,297 $212K 0.01% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,182 shares; 2024Q4: 2,132 shares; 2025Q1: not reported; 2025Q2: 4,137 shares; 2025Q3: 1,814 shares; 2025Q4: 1,634 shares 1,634 $211K 0.01% -180 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: 1,217 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,199 shares; 2025Q4: 1,180 shares 1,180 $211K 0.01% -19 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 370 shares 370 $210K 0.01% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,865 shares; 2025Q1: 1,759 shares; 2025Q2: 1,760 shares; 2025Q3: 1,756 shares; 2025Q4: 1,507 shares 1,507 $210K 0.01% -249 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,182 shares 1,182 $210K 0.01% new Timeline