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: 318,788 shares; 2024Q4: 315,327 shares; 2025Q1: 304,780 shares; 2025Q2: 301,602 shares; 2025Q3: 279,604 shares; 2025Q4: 280,886 shares 280,886 $31.4M 11.47% +1,282 Timeline GJUL 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: 366,991 shares; 2025Q4: 376,737 shares 376,737 $15.6M 5.7% +9,746 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,843 shares; 2024Q4: 122,226 shares; 2025Q1: 97,444 shares; 2025Q2: 95,441 shares; 2025Q3: 107,085 shares; 2025Q4: 108,354 shares 108,354 $10.4M 3.81% +1,269 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: 24,981 shares; 2024Q4: 32,069 shares; 2025Q1: 23,448 shares; 2025Q2: 21,455 shares; 2025Q3: 15,119 shares; 2025Q4: 14,292 shares 14,292 $9.77M 3.58% -827 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,910 shares; 2024Q4: 45,804 shares; 2025Q1: 49,253 shares; 2025Q2: 49,120 shares; 2025Q3: 130,921 shares; 2025Q4: 133,613 shares 133,613 $9.17M 3.35% +2,692 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: 50,020 shares; 2024Q4: 70,834 shares; 2025Q1: 107,905 shares; 2025Q2: 134,890 shares; 2025Q3: 124,981 shares; 2025Q4: 127,449 shares 127,449 $7.48M 2.74% +2,468 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: 8,125 shares; 2024Q4: 22,682 shares; 2025Q1: 22,479 shares; 2025Q2: 33,699 shares; 2025Q3: 34,135 shares; 2025Q4: 29,197 shares 29,197 $7.38M 2.7% -4,938 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: 26,243 shares; 2024Q4: 26,341 shares; 2025Q1: 32,310 shares; 2025Q2: 24,047 shares; 2025Q3: 24,607 shares; 2025Q4: 50,347 shares 50,347 $7.25M 2.65% +25,740 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: 16,234 shares; 2024Q4: 14,463 shares; 2025Q1: 9,571 shares; 2025Q2: 10,705 shares; 2025Q3: 10,804 shares; 2025Q4: 10,866 shares 10,866 $6.68M 2.44% +62 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,072 shares; 2024Q4: 84,851 shares; 2025Q1: 109,465 shares; 2025Q2: 110,247 shares; 2025Q3: 118,928 shares; 2025Q4: 121,724 shares 121,724 $6.58M 2.41% +2,796 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: 58,744 shares; 2024Q4: 101,242 shares; 2025Q1: 125,820 shares; 2025Q2: 101,054 shares; 2025Q3: 100,116 shares; 2025Q4: 95,530 shares 95,530 $5.23M 1.91% -4,586 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: 41,233 shares; 2024Q4: 37,673 shares; 2025Q1: 41,808 shares; 2025Q2: 24,771 shares; 2025Q3: 25,222 shares; 2025Q4: 26,849 shares 26,849 $5.01M 1.83% +1,627 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: 27,375 shares; 2024Q4: 25,667 shares; 2025Q1: 28,541 shares; 2025Q2: 29,129 shares; 2025Q3: 31,232 shares; 2025Q4: 32,010 shares 32,010 $4.97M 1.82% +778 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,946 shares; 2024Q4: 60,454 shares; 2025Q1: 63,974 shares; 2025Q2: 64,299 shares; 2025Q3: 66,843 shares; 2025Q4: 67,722 shares 67,722 $4.92M 1.8% +879 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: 94,920 shares; 2024Q4: 88,834 shares; 2025Q1: 94,556 shares; 2025Q2: 95,524 shares; 2025Q3: 94,534 shares; 2025Q4: 79,066 shares 79,066 $4.63M 1.7% -15,468 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,376 shares; 2024Q4: 30,428 shares; 2025Q1: 26,390 shares; 2025Q2: 26,995 shares; 2025Q3: 24,464 shares; 2025Q4: 24,516 shares 24,516 $4.12M 1.51% +52 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: 23,156 shares; 2024Q4: 22,061 shares; 2025Q1: 21,546 shares; 2025Q2: 14,687 shares; 2025Q3: 14,309 shares; 2025Q4: 14,397 shares 14,397 $3.91M 1.43% +88 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,951 shares; 2025Q1: 4,710 shares; 2025Q2: 7,334 shares; 2025Q3: 7,810 shares; 2025Q4: 10,360 shares 10,360 $3.87M 1.42% +2,550 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: 10,008 shares; 2024Q4: 9,552 shares; 2025Q1: 11,011 shares; 2025Q2: 10,745 shares; 2025Q3: 8,757 shares; 2025Q4: 7,911 shares 7,911 $3.83M 1.4% -846 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: 20,842 shares; 2024Q4: 21,326 shares; 2025Q1: 21,484 shares; 2025Q2: 13,337 shares; 2025Q3: 13,706 shares; 2025Q4: 15,313 shares 15,313 $3.53M 1.29% +1,607 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: 16,852 shares; 2024Q4: 14,721 shares; 2025Q1: 19,039 shares; 2025Q2: 19,149 shares; 2025Q3: 19,671 shares; 2025Q4: 22,019 shares 22,019 $3.41M 1.25% +2,348 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: 6,248 shares; 2024Q4: 6,458 shares; 2025Q1: 7,349 shares; 2025Q2: 7,528 shares; 2025Q3: 9,542 shares; 2025Q4: 10,236 shares 10,236 $3.2M 1.17% +694 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: not reported; 2024Q4: 13,610 shares; 2025Q1: 51,072 shares; 2025Q2: 21,786 shares; 2025Q3: 16,200 shares; 2025Q4: 31,998 shares 31,998 $3.17M 1.16% +15,798 Timeline WLTG ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 88,361 shares; 2025Q4: 89,188 shares 89,188 $3.11M 1.14% +827 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,946 shares; 2024Q4: 55,255 shares; 2025Q1: 74,573 shares; 2025Q2: 74,319 shares; 2025Q3: 76,480 shares; 2025Q4: 77,369 shares 77,369 $2.89M 1.06% +889 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: 3,836 shares; 2024Q4: 3,121 shares; 2025Q1: 5,469 shares; 2025Q2: 4,477 shares; 2025Q3: 4,814 shares; 2025Q4: 4,187 shares 4,187 $2.76M 1.01% -627 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: 47,840 shares; 2025Q3: 60,532 shares; 2025Q4: 81,994 shares 81,994 $2.75M 1.01% +21,462 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: 7,948 shares; 2024Q4: 10,806 shares; 2025Q1: 24,284 shares; 2025Q2: 23,730 shares; 2025Q3: 18,441 shares; 2025Q4: 15,337 shares 15,337 $2.73M 1% -3,104 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: 3,553 shares; 2024Q4: 3,449 shares; 2025Q1: 3,080 shares; 2025Q2: 3,437 shares; 2025Q3: 5,924 shares; 2025Q4: 5,830 shares 5,830 $2.62M 0.96% -94 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: 8,286 shares; 2024Q4: 5,139 shares; 2025Q1: 7,435 shares; 2025Q2: 3,706 shares; 2025Q3: 4,911 shares; 2025Q4: 6,536 shares 6,536 $2.59M 0.95% +1,625 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,973 shares; 2025Q1: 3,440 shares; 2025Q2: 3,892 shares; 2025Q3: 4,783 shares; 2025Q4: 11,000 shares 11,000 $2.36M 0.86% +6,217 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,302 shares; 2024Q4: 6,094 shares; 2025Q1: 6,926 shares; 2025Q2: 9,661 shares; 2025Q3: 22,242 shares; 2025Q4: 25,096 shares 25,096 $2.33M 0.85% +2,854 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,628 shares 6,628 $1.92M 0.7% new 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: 2,229 shares; 2024Q4: 3,400 shares; 2025Q1: 3,019 shares; 2025Q2: 3,291 shares; 2025Q3: 3,103 shares; 2025Q4: 2,581 shares 2,581 $1.62M 0.59% -522 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 704 shares; 2025Q1: not reported; 2025Q2: 2,301 shares; 2025Q3: 13,331 shares; 2025Q4: 13,998 shares 13,998 $1.58M 0.58% +667 Timeline HYGH 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: 49,251 shares; 2024Q4: 47,077 shares; 2025Q1: 48,868 shares; 2025Q2: 48,762 shares; 2025Q3: 17,807 shares; 2025Q4: 18,253 shares 18,253 $1.57M 0.58% +446 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,163 shares; 2024Q4: 14,729 shares; 2025Q1: 17,628 shares; 2025Q2: 17,355 shares; 2025Q3: 7,639 shares; 2025Q4: 7,994 shares 7,994 $1.55M 0.57% +355 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: 24,139 shares; 2024Q4: 17,414 shares; 2025Q1: 18,131 shares; 2025Q2: 18,155 shares; 2025Q3: 22,634 shares; 2025Q4: 24,041 shares 24,041 $1.55M 0.57% +1,407 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: 860 shares; 2024Q4: 858 shares; 2025Q1: 1,239 shares; 2025Q2: 1,118 shares; 2025Q3: 1,125 shares; 2025Q4: 1,371 shares 1,371 $1.47M 0.54% +246 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,848 shares; 2025Q4: 28,053 shares 28,053 $1.4M 0.51% +19,205 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,115 shares; 2024Q4: 28,290 shares; 2025Q1: 25,923 shares; 2025Q2: 26,689 shares; 2025Q3: 13,564 shares; 2025Q4: 13,598 shares 13,598 $1.39M 0.51% +34 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,754 shares; 2025Q1: 3,221 shares; 2025Q2: 1,107 shares; 2025Q3: 1,221 shares; 2025Q4: 14,590 shares 14,590 $1.37M 0.5% +13,369 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: 30,799 shares; 2024Q4: 31,438 shares; 2025Q1: 16,143 shares; 2025Q2: 16,115 shares; 2025Q3: 16,108 shares; 2025Q4: 31,810 shares 31,810 $1.36M 0.5% +15,702 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: 1,932 shares; 2024Q4: 4,050 shares; 2025Q1: 4,409 shares; 2025Q2: 4,099 shares; 2025Q3: 4,227 shares; 2025Q4: 4,443 shares 4,443 $1.35M 0.5% +216 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 24,039 shares; 2025Q4: 46,865 shares 46,865 $1.25M 0.46% +22,826 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,226 shares; 2024Q4: 9,037 shares; 2025Q1: 11,586 shares; 2025Q2: 2,090 shares; 2025Q3: 4,251 shares; 2025Q4: 3,900 shares 3,900 $1.22M 0.45% -351 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: 9,863 shares; 2024Q4: 8,073 shares; 2025Q1: 12,916 shares; 2025Q2: 13,322 shares; 2025Q3: 12,643 shares; 2025Q4: 6,241 shares 6,241 $1.19M 0.44% -6,402 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 6,096 shares; 2025Q3: 6,204 shares; 2025Q4: 6,441 shares 6,441 $1.19M 0.43% +237 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,161 shares; 2025Q3: 6,116 shares; 2025Q4: 1,562 shares 1,562 $1.18M 0.43% -4,554 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: 90 shares; 2025Q1: not reported; 2025Q2: 1,867 shares; 2025Q3: 3,042 shares; 2025Q4: 4,020 shares 4,020 $1.15M 0.42% +978 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: 7,220 shares; 2024Q4: 4,716 shares; 2025Q1: 4,968 shares; 2025Q2: 6,025 shares; 2025Q3: 10,338 shares; 2025Q4: 11,386 shares 11,386 $1.14M 0.42% +1,048 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,759 shares; 2024Q4: 5,555 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,961 shares; 2025Q4: 6,938 shares 6,938 $1.12M 0.41% +977 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: 25,039 shares; 2024Q4: 23,060 shares; 2025Q1: 26,031 shares; 2025Q2: 24,541 shares; 2025Q3: 16,829 shares; 2025Q4: 21,138 shares 21,138 $1.08M 0.39% +4,309 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: 1,972 shares; 2025Q1: 5,386 shares; 2025Q2: 17,397 shares; 2025Q3: 3,021 shares; 2025Q4: 12,146 shares 12,146 $1.04M 0.38% +9,125 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: 3,351 shares; 2024Q4: 3,476 shares; 2025Q1: 5,058 shares; 2025Q2: 5,241 shares; 2025Q3: 5,288 shares; 2025Q4: 5,290 shares 5,290 $1.02M 0.37% +2 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: 3,844 shares; 2024Q4: 8,230 shares; 2025Q1: 11,167 shares; 2025Q2: 9,578 shares; 2025Q3: 3,872 shares; 2025Q4: 8,370 shares 8,370 $999K 0.37% +4,498 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: 3,319 shares; 2024Q4: 3,122 shares; 2025Q1: 4,309 shares; 2025Q2: 4,318 shares; 2025Q3: 5,182 shares; 2025Q4: 5,315 shares 5,315 $975K 0.36% +133 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: 19,985 shares; 2024Q4: 21,939 shares; 2025Q1: 21,082 shares; 2025Q2: 21,378 shares; 2025Q3: 22,898 shares; 2025Q4: 23,593 shares 23,593 $961K 0.35% +695 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: 3,753 shares; 2025Q1: not reported; 2025Q2: 15,931 shares; 2025Q3: 16,643 shares; 2025Q4: 17,145 shares 17,145 $943K 0.34% +502 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,956 shares; 2025Q1: 8,577 shares; 2025Q2: 9,044 shares; 2025Q3: 10,573 shares; 2025Q4: 11,266 shares 11,266 $940K 0.34% +693 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,061 shares; 2025Q4: 5,444 shares 5,444 $938K 0.34% -2,617 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: 9,535 shares; 2024Q4: 9,474 shares; 2025Q1: 11,578 shares; 2025Q2: 11,684 shares; 2025Q3: 11,743 shares; 2025Q4: 11,979 shares 11,979 $931K 0.34% +236 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: 5,641 shares; 2025Q1: 7,068 shares; 2025Q2: 7,199 shares; 2025Q3: 7,556 shares; 2025Q4: 7,835 shares 7,835 $910K 0.33% +279 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,714 shares; 2025Q3: 3,417 shares; 2025Q4: 3,663 shares 3,663 $888K 0.32% +246 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: 4,190 shares; 2024Q4: 17,470 shares; 2025Q1: 18,296 shares; 2025Q2: 13,802 shares; 2025Q3: 11,960 shares; 2025Q4: 10,523 shares 10,523 $872K 0.32% -1,437 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: 2,251 shares; 2024Q4: 2,408 shares; 2025Q1: 1,996 shares; 2025Q2: 1,938 shares; 2025Q3: 1,996 shares; 2025Q4: 1,829 shares 1,829 $857K 0.31% -167 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: 40,308 shares; 2024Q4: 38,890 shares; 2025Q1: 32,731 shares; 2025Q2: 31,753 shares; 2025Q3: 31,885 shares; 2025Q4: 32,659 shares 32,659 $811K 0.3% +774 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 650 shares; 2025Q1: not reported; 2025Q2: 2,720 shares; 2025Q3: 4,378 shares; 2025Q4: 4,715 shares 4,715 $808K 0.3% +337 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: 9,097 shares; 2024Q4: 9,097 shares; 2025Q1: 8,091 shares; 2025Q2: 8,091 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares 4,800 $796K 0.29% 0 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: not reported; 2025Q4: 3,083 shares 3,083 $795K 0.29% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS 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: 22,960 shares; 2025Q4: 24,044 shares 24,044 $750K 0.27% +1,084 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: 1,001 shares; 2024Q4: 992 shares; 2025Q1: 1,079 shares; 2025Q2: 1,082 shares; 2025Q3: 1,106 shares; 2025Q4: 1,168 shares 1,168 $715K 0.26% +62 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: not reported; 2025Q1: not reported; 2025Q2: 7,662 shares; 2025Q3: 8,664 shares; 2025Q4: 9,298 shares 9,298 $707K 0.26% +634 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 241 shares; 2025Q1: 765 shares; 2025Q2: 768 shares; 2025Q3: 1,093 shares; 2025Q4: 1,051 shares 1,051 $687K 0.25% -42 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,761 shares; 2025Q4: 6,849 shares 6,849 $684K 0.25% +88 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,718 shares; 2025Q1: 2,972 shares; 2025Q2: 3,005 shares; 2025Q3: 3,121 shares; 2025Q4: 3,304 shares 3,304 $657K 0.24% +183 Timeline HYLS 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: 75,497 shares; 2024Q4: 73,261 shares; 2025Q1: 17,053 shares; 2025Q2: 16,184 shares; 2025Q3: 15,020 shares; 2025Q4: 15,465 shares 15,465 $647K 0.24% +445 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,099 shares 4,099 $627K 0.23% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,351 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,111 shares 20,111 $614K 0.22% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 212 shares; 2025Q1: 2,517 shares; 2025Q2: 6,016 shares; 2025Q3: 2,161 shares; 2025Q4: 2,825 shares 2,825 $613K 0.22% +664 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale 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: 14,277 shares 14,277 $601K 0.22% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,819 shares; 2024Q4: 21,819 shares; 2025Q1: 21,819 shares; 2025Q2: 22,144 shares; 2025Q3: 22,144 shares; 2025Q4: 24,662 shares 24,662 $601K 0.22% +2,518 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,192 shares; 2025Q4: 9,611 shares 9,611 $561K 0.21% +419 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,362 shares; 2025Q4: 4,391 shares 4,391 $548K 0.2% +29 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,426 shares; 2025Q2: 1,386 shares; 2025Q3: 2,429 shares; 2025Q4: 2,518 shares 2,518 $537K 0.2% +89 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: 17,409 shares; 2025Q2: 17,259 shares; 2025Q3: 14,282 shares; 2025Q4: 25,453 shares 25,453 $535K 0.2% +11,171 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: 9,298 shares; 2024Q4: 10,524 shares; 2025Q1: 8,865 shares; 2025Q2: 8,913 shares; 2025Q3: 10,124 shares; 2025Q4: 10,706 shares 10,706 $529K 0.19% +582 Timeline ALLY ALLY FINL INC More: the full row for ALLY 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: not reported; 2025Q4: 11,669 shares 11,669 $528K 0.19% new Timeline KBWB 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: 5,985 shares 5,985 $504K 0.18% new 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: 7,056 shares; 2024Q4: 6,718 shares; 2025Q1: 4,765 shares; 2025Q2: 4,718 shares; 2025Q3: 4,966 shares; 2025Q4: 5,292 shares 5,292 $493K 0.18% +326 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,350 shares; 2025Q4: 9,452 shares 9,452 $480K 0.18% +102 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 1,845 shares; 2025Q1: 2,259 shares; 2025Q2: 2,272 shares; 2025Q3: 2,501 shares; 2025Q4: 2,646 shares 2,646 $477K 0.17% +145 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,066 shares; 2025Q3: 4,193 shares; 2025Q4: 4,308 shares 4,308 $475K 0.17% +115 Timeline RMD RESMED INC More: the full row for RESMED 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: 1,851 shares; 2025Q2: 1,847 shares; 2025Q3: 1,899 shares; 2025Q4: 1,956 shares 1,956 $471K 0.17% +57 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: 8,987 shares; 2025Q1: 5,174 shares; 2025Q2: 3,976 shares; 2025Q3: 3,976 shares; 2025Q4: 4,235 shares 4,235 $464K 0.17% +259 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: not reported; 2025Q2: 3,309 shares; 2025Q3: 4,890 shares; 2025Q4: 2,368 shares 2,368 $462K 0.17% -2,522 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: 596 shares 596 $460K 0.17% +71 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: 2,524 shares; 2025Q4: 2,547 shares 2,547 $452K 0.17% +23 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,605 shares; 2024Q4: 3,593 shares; 2025Q1: 3,289 shares; 2025Q2: 3,068 shares; 2025Q3: 3,126 shares; 2025Q4: 1,561 shares 1,561 $437K 0.16% -1,565 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 814 shares; 2025Q1: 826 shares; 2025Q2: 831 shares; 2025Q3: 838 shares; 2025Q4: 869 shares 869 $426K 0.16% +31 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,267 shares; 2024Q4: 6,094 shares; 2025Q1: 4,908 shares; 2025Q2: 5,615 shares; 2025Q3: 7,037 shares; 2025Q4: 7,672 shares 7,672 $413K 0.15% +635 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,523 shares; 2025Q1: 5,560 shares; 2025Q2: 5,064 shares; 2025Q3: 5,064 shares; 2025Q4: 4,488 shares 4,488 $409K 0.15% -576 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,799 shares; 2025Q4: 5,030 shares 5,030 $409K 0.15% +231 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 964 shares; 2025Q4: 968 shares 968 $409K 0.15% +4 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: 1,624 shares; 2024Q4: 1,378 shares; 2025Q1: 1,826 shares; 2025Q2: not reported; 2025Q3: 3,621 shares; 2025Q4: 4,049 shares 4,049 $402K 0.15% +428 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,134 shares; 2024Q4: 19,412 shares; 2025Q1: 20,731 shares; 2025Q2: 20,877 shares; 2025Q3: 1,266 shares; 2025Q4: 1,308 shares 1,308 $395K 0.14% +42 Timeline MPB MID PENN BANCORP INC More: the full row for MID PENN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,687 shares; 2024Q4: 12,687 shares; 2025Q1: 12,687 shares; 2025Q2: 12,687 shares; 2025Q3: 12,687 shares; 2025Q4: 12,687 shares 12,687 $394K 0.14% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 398 shares; 2025Q4: 434 shares 434 $381K 0.14% +36 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: 6,015 shares; 2024Q4: 5,851 shares; 2025Q1: 7,055 shares; 2025Q2: 7,167 shares; 2025Q3: 7,425 shares; 2025Q4: 8,024 shares 8,024 $365K 0.13% +599 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 807 shares; 2025Q1: 9,898 shares; 2025Q2: 10,043 shares; 2025Q3: 17,508 shares; 2025Q4: 7,130 shares 7,130 $365K 0.13% -10,378 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,656 shares; 2024Q4: 1,199 shares; 2025Q1: not reported; 2025Q2: 1,759 shares; 2025Q3: 2,997 shares; 2025Q4: 2,360 shares 2,360 $364K 0.13% -637 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: 2,157 shares; 2025Q3: 2,222 shares; 2025Q4: 2,280 shares 2,280 $363K 0.13% +58 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 3,183 shares; 2025Q1: 3,608 shares; 2025Q2: 3,669 shares; 2025Q3: 3,796 shares; 2025Q4: 7,886 shares 7,886 $358K 0.13% +4,090 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 383 shares; 2025Q1: not reported; 2025Q2: 693 shares; 2025Q3: 1,088 shares; 2025Q4: 1,108 shares 1,108 $353K 0.13% +20 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,379 shares 5,379 $352K 0.13% 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: 1,180 shares; 2024Q4: 1,015 shares; 2025Q1: 1,260 shares; 2025Q2: 1,129 shares; 2025Q3: 1,318 shares; 2025Q4: 1,322 shares 1,322 $351K 0.13% +4 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: not reported; 2024Q4: 175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,170 shares 2,170 $350K 0.13% new 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: 4,315 shares; 2024Q4: 3,650 shares; 2025Q1: 2,944 shares; 2025Q2: 2,935 shares; 2025Q3: 3,383 shares; 2025Q4: 3,534 shares 3,534 $342K 0.13% +151 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,251 shares; 2024Q4: 4,146 shares; 2025Q1: 3,416 shares; 2025Q2: 3,364 shares; 2025Q3: 3,917 shares; 2025Q4: 4,093 shares 4,093 $330K 0.12% +176 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: 5,747 shares; 2024Q4: 5,672 shares; 2025Q1: 3,725 shares; 2025Q2: 4,360 shares; 2025Q3: 5,338 shares; 2025Q4: 5,625 shares 5,625 $328K 0.12% +287 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,287 shares; 2025Q1: not reported; 2025Q2: 2,176 shares; 2025Q3: 2,358 shares; 2025Q4: 2,449 shares 2,449 $325K 0.12% +91 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 10,425 shares; 2025Q3: 7,555 shares; 2025Q4: 7,466 shares 7,466 $325K 0.12% -89 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,850 shares 2,850 $324K 0.12% new 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: not reported; 2024Q4: 2,434 shares; 2025Q1: 2,082 shares; 2025Q2: 2,431 shares; 2025Q3: 3,303 shares; 2025Q4: 3,554 shares 3,554 $320K 0.12% +251 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: 1,236 shares; 2024Q4: 1,069 shares; 2025Q1: 943 shares; 2025Q2: 959 shares; 2025Q3: 907 shares; 2025Q4: 559 shares 559 $319K 0.12% -348 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,397 shares; 2025Q1: 4,004 shares; 2025Q2: not reported; 2025Q3: 1,621 shares; 2025Q4: 1,631 shares 1,631 $317K 0.12% +10 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: not reported; 2025Q1: 1,310 shares; 2025Q2: 1,331 shares; 2025Q3: 1,405 shares; 2025Q4: 1,447 shares 1,447 $315K 0.12% +42 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER 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: 18,850 shares 18,850 $314K 0.11% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,684 shares; 2025Q1: 2,143 shares; 2025Q2: 2,138 shares; 2025Q3: 2,106 shares; 2025Q4: 2,231 shares 2,231 $312K 0.11% +125 Timeline NMAY 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: 11,474 shares; 2025Q3: 11,474 shares; 2025Q4: 11,071 shares 11,071 $308K 0.11% -403 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,764 shares; 2024Q4: 6,663 shares; 2025Q1: 5,330 shares; 2025Q2: 5,306 shares; 2025Q3: 6,436 shares; 2025Q4: 6,311 shares 6,311 $306K 0.11% -125 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $305K 0.11% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: 1,651 shares; 2025Q1: 1,655 shares; 2025Q2: 1,658 shares; 2025Q3: 1,663 shares; 2025Q4: 1,666 shares 1,666 $304K 0.11% +3 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: 2,442 shares; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 874 shares 874 $302K 0.11% new 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: 1,730 shares; 2024Q4: 1,595 shares; 2025Q1: 1,170 shares; 2025Q2: 1,180 shares; 2025Q3: 1,353 shares; 2025Q4: 1,435 shares 1,435 $300K 0.11% +82 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,229 shares; 2024Q4: 16,218 shares; 2025Q1: 10,690 shares; 2025Q2: 10,411 shares; 2025Q3: 10,386 shares; 2025Q4: 17,119 shares 17,119 $295K 0.11% +6,733 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 51,475 shares 51,475 $292K 0.11% +1,475 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 425 shares 425 $291K 0.11% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,552 shares; 2024Q4: 6,180 shares; 2025Q1: 5,063 shares; 2025Q2: 5,042 shares; 2025Q3: 5,502 shares; 2025Q4: 5,857 shares 5,857 $288K 0.11% +355 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,658 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,368 shares 3,368 $286K 0.1% new Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,169 shares; 2025Q1: 5,126 shares; 2025Q2: 6,407 shares; 2025Q3: 6,941 shares; 2025Q4: 4,337 shares 4,337 $286K 0.1% -2,604 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 155 shares; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 2,681 shares; 2025Q4: 2,916 shares 2,916 $285K 0.1% +235 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: 4,235 shares 4,235 $277K 0.1% new 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: 1,340 shares; 2024Q4: 1,282 shares; 2025Q1: 1,103 shares; 2025Q2: 1,141 shares; 2025Q3: 1,062 shares; 2025Q4: 787 shares 787 $276K 0.1% -275 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 763 shares; 2025Q1: not reported; 2025Q2: 763 shares; 2025Q3: 917 shares; 2025Q4: 917 shares 917 $272K 0.1% 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: 1,029 shares; 2024Q4: 979 shares; 2025Q1: 798 shares; 2025Q2: 805 shares; 2025Q3: 891 shares; 2025Q4: 936 shares 936 $271K 0.1% +45 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 590 shares; 2025Q1: 837 shares; 2025Q2: 837 shares; 2025Q3: 809 shares; 2025Q4: 809 shares 809 $271K 0.1% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,407 shares; 2025Q4: 1,479 shares 1,479 $270K 0.1% +72 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: 5,205 shares; 2024Q4: 3,122 shares; 2025Q1: not reported; 2025Q2: 7,444 shares; 2025Q3: 7,537 shares; 2025Q4: 5,525 shares 5,525 $263K 0.1% -2,012 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,469 shares; 2025Q4: 19,889 shares 19,889 $263K 0.1% +420 Timeline NJUL 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: 3,595 shares; 2025Q4: 3,595 shares 3,595 $261K 0.1% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,191 shares; 2025Q1: 7,120 shares; 2025Q2: 7,118 shares; 2025Q3: 10,136 shares; 2025Q4: 13,614 shares 13,614 $260K 0.1% +3,478 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,251 shares; 2024Q4: 4,054 shares; 2025Q1: 3,424 shares; 2025Q2: 2,556 shares; 2025Q3: 2,506 shares; 2025Q4: 2,583 shares 2,583 $258K 0.09% +77 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,204 shares; 2025Q4: 2,964 shares 2,964 $256K 0.09% +760 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,286 shares; 2024Q4: 4,681 shares; 2025Q1: 4,231 shares; 2025Q2: 4,212 shares; 2025Q3: 3,709 shares; 2025Q4: 3,917 shares 3,917 $256K 0.09% +208 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,145 shares; 2025Q4: 6,145 shares 6,145 $252K 0.09% 0 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: 653 shares; 2024Q4: 671 shares; 2025Q1: 627 shares; 2025Q2: 573 shares; 2025Q3: 563 shares; 2025Q4: 1,627 shares 1,627 $249K 0.09% +1,064 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,263 shares; 2025Q4: 1,358 shares 1,358 $247K 0.09% +95 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: 891 shares; 2024Q4: 858 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 702 shares; 2025Q4: 733 shares 733 $247K 0.09% +31 Timeline SPXT 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: not reported; 2025Q3: not reported; 2025Q4: 2,358 shares 2,358 $245K 0.09% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,080 shares; 2024Q4: 9,038 shares; 2025Q1: 8,479 shares; 2025Q2: 8,428 shares; 2025Q3: 8,737 shares; 2025Q4: 9,272 shares 9,272 $244K 0.09% +535 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,992 shares 1,992 $243K 0.09% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,884 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,818 shares; 2025Q4: 1,924 shares 1,924 $242K 0.09% +106 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 11,795 shares; 2025Q4: 14,614 shares 14,614 $235K 0.09% +2,819 Timeline FDEC 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: 4,537 shares 4,537 $232K 0.08% new Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,564 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,564 shares 3,564 $232K 0.08% new 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: 256 shares; 2025Q1: 4,088 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,862 shares 2,862 $231K 0.08% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,307 shares; 2024Q4: 16,634 shares; 2025Q1: 15,713 shares; 2025Q2: 16,210 shares; 2025Q3: 19,937 shares; 2025Q4: 21,288 shares 21,288 $231K 0.08% +1,351 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,942 shares; 2024Q4: 3,030 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,076 shares 1,076 $230K 0.08% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: 2,223 shares; 2025Q1: 1,659 shares; 2025Q2: 1,637 shares; 2025Q3: 1,953 shares; 2025Q4: 2,031 shares 2,031 $224K 0.08% +78 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 2,016 shares; 2025Q1: 1,869 shares; 2025Q2: 1,872 shares; 2025Q3: 2,077 shares; 2025Q4: 2,182 shares 2,182 $224K 0.08% +105 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: 366 shares; 2025Q1: not reported; 2025Q2: 1,806 shares; 2025Q3: 1,769 shares; 2025Q4: 1,378 shares 1,378 $222K 0.08% -391 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 887 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 648 shares 648 $218K 0.08% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,844 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,688 shares; 2025Q4: 1,757 shares 1,757 $218K 0.08% +69 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: not reported; 2024Q4: 2,969 shares; 2025Q1: not reported; 2025Q2: 2,969 shares; 2025Q3: 2,969 shares; 2025Q4: 2,969 shares 2,969 $203K 0.07% 0 Timeline QQQG 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: 9,549 shares; 2025Q4: 8,381 shares 8,381 $203K 0.07% -1,168 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: 1,067 shares; 2024Q4: 992 shares; 2025Q1: not reported; 2025Q2: 733 shares; 2025Q3: not reported; 2025Q4: 570 shares 570 $188K 0.07% new Timeline JOBY AVIATION INC JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 470 shares; 2025Q4: 470 shares 470 $127K 0.05% 0 INTEL CORP INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185 shares 185 $37.5K 0.01% new INCANNEX HEALTHCARE INC INCANNEX HEALTHCARE INC More: the full row for INCANNEX 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: not reported; 2025Q3: 16,106 shares; 2025Q4: 16,106 shares 16,106 $5.77K <0.01% 0 ORGN ORIGIN MATLS INC (DE) More: the full row for ORIGIN MATLS INC (DE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,500 shares; 2025Q1: 12,500 shares; 2025Q2: 16,700 shares; 2025Q3: 15,585 shares; 2025Q4: 17,200 shares 17,200 $3.64K <0.01% +1,615 Timeline MANNKIND CORP MANNKIND CORP More: the full row for MANNKIND 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: 700 shares 700 $2.21K <0.01% new