SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,145,050 shares; 2025Q1: 1,078,986 shares; 2025Q2: 1,355,187 shares; 2025Q3: 1,229,573 shares; 2025Q4: 1,130,575 shares 1,130,575 $36.9M 4.27% -98,998 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 156,393 shares; 2025Q1: 166,446 shares; 2025Q2: 146,012 shares; 2025Q3: 133,424 shares; 2025Q4: 138,519 shares 138,519 $30.4M 3.52% +5,095 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 627,713 shares; 2025Q1: 1,046,873 shares; 2025Q2: 594,815 shares; 2025Q3: 1,233,039 shares; 2025Q4: 1,010,085 shares 1,010,085 $26.9M 3.12% -222,954 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 423,309 shares; 2025Q1: 404,904 shares; 2025Q2: 392,531 shares; 2025Q3: 353,375 shares; 2025Q4: 334,859 shares 334,859 $26.9M 3.11% -18,516 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 472,546 shares; 2025Q1: 287,219 shares; 2025Q2: 471,096 shares; 2025Q3: 475,452 shares; 2025Q4: 458,997 shares 458,997 $24.5M 2.84% -16,455 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 172,860 shares; 2025Q1: 191,484 shares; 2025Q2: 203,918 shares; 2025Q3: 214,832 shares; 2025Q4: 230,537 shares 230,537 $21.5M 2.48% +15,705 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 565,475 shares; 2025Q1: 630,719 shares; 2025Q2: 671,643 shares; 2025Q3: 719,739 shares; 2025Q4: 757,520 shares 757,520 $18.5M 2.14% +37,781 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,414 shares; 2025Q1: 30,881 shares; 2025Q2: 31,126 shares; 2025Q3: 36,531 shares; 2025Q4: 37,426 shares 37,426 $18.3M 2.11% +895 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: not loaded; 2024Q4: 490,710 shares; 2025Q1: 537,346 shares; 2025Q2: 572,052 shares; 2025Q3: 599,929 shares; 2025Q4: 629,614 shares 629,614 $17.2M 1.99% +29,685 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 82,536 shares; 2025Q1: 82,858 shares; 2025Q2: 85,444 shares; 2025Q3: 85,422 shares; 2025Q4: 86,196 shares 86,196 $16.5M 1.91% +774 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59,911 shares; 2025Q1: 63,139 shares; 2025Q2: 67,875 shares; 2025Q3: 63,775 shares; 2025Q4: 58,591 shares 58,591 $15.9M 1.84% -5,184 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: not loaded; 2024Q4: 164,705 shares; 2025Q1: 222,962 shares; 2025Q2: 230,881 shares; 2025Q3: 270,902 shares; 2025Q4: 269,272 shares 269,272 $15.3M 1.77% -1,630 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106,979 shares; 2025Q1: 120,030 shares; 2025Q2: 128,037 shares; 2025Q3: 136,729 shares; 2025Q4: 143,324 shares 143,324 $14M 1.62% +6,595 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 129,246 shares; 2025Q1: 180,300 shares; 2025Q2: 184,183 shares; 2025Q3: 182,244 shares; 2025Q4: 181,327 shares 181,327 $13.5M 1.57% -917 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,300 shares; 2025Q1: 18,878 shares; 2025Q2: 19,198 shares; 2025Q3: 19,549 shares; 2025Q4: 19,486 shares 19,486 $13.3M 1.55% -63 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,140 shares; 2025Q1: 27,662 shares; 2025Q2: 28,446 shares; 2025Q3: 34,801 shares; 2025Q4: 114,320 shares 114,320 $11.5M 1.33% +79,519 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360,820 shares; 2025Q4: 449,307 shares 449,307 $11.4M 1.32% +88,487 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 387,240 shares; 2025Q4: 470,613 shares 470,613 $11M 1.28% +83,373 Timeline PTRB 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 loaded; 2024Q4: 154,561 shares; 2025Q1: 229,331 shares; 2025Q2: 223,119 shares; 2025Q3: 224,823 shares; 2025Q4: 249,720 shares 249,720 $10.5M 1.22% +24,897 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 141,403 shares; 2025Q1: 309,131 shares; 2025Q2: 691,805 shares; 2025Q3: 386,090 shares; 2025Q4: 410,904 shares 410,904 $9.98M 1.16% +24,814 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 406,253 shares; 2025Q4: 426,949 shares 426,949 $9.42M 1.09% +20,696 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 167,625 shares; 2025Q3: 201,398 shares; 2025Q4: 202,922 shares 202,922 $8.95M 1.04% +1,524 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 111,831 shares; 2025Q1: 150,855 shares; 2025Q2: 169,094 shares; 2025Q3: 189,862 shares; 2025Q4: 192,463 shares 192,463 $8.4M 0.97% +2,601 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,633 shares; 2025Q1: 33,489 shares; 2025Q2: 33,431 shares; 2025Q3: 30,556 shares; 2025Q4: 22,835 shares 22,835 $7.9M 0.92% -7,721 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 182,990 shares; 2025Q1: 145,687 shares; 2025Q2: 144,833 shares; 2025Q3: 163,475 shares; 2025Q4: 166,505 shares 166,505 $7.39M 0.86% +3,030 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 71,645 shares; 2025Q1: 72,682 shares; 2025Q2: 71,429 shares; 2025Q3: 70,022 shares; 2025Q4: 64,610 shares 64,610 $7.2M 0.83% -5,412 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148,759 shares; 2025Q4: 148,863 shares 148,863 $6.85M 0.79% +104 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,368 shares; 2025Q1: 23,596 shares; 2025Q2: 23,621 shares; 2025Q3: 22,687 shares; 2025Q4: 20,781 shares 20,781 $6.7M 0.78% -1,906 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,336 shares; 2025Q1: 15,854 shares; 2025Q2: 15,985 shares; 2025Q3: 15,948 shares; 2025Q4: 13,426 shares 13,426 $6.49M 0.75% -2,522 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,013 shares; 2025Q1: 43,552 shares; 2025Q2: 39,548 shares; 2025Q3: 40,296 shares; 2025Q4: 34,351 shares 34,351 $6.41M 0.74% -5,945 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,559 shares; 2025Q1: 46,694 shares; 2025Q2: 50,098 shares; 2025Q3: 51,030 shares; 2025Q4: 57,881 shares 57,881 $5.42M 0.63% +6,851 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 loaded; 2024Q4: 98,348 shares; 2025Q1: 89,603 shares; 2025Q2: 89,203 shares; 2025Q3: 96,828 shares; 2025Q4: 96,343 shares 96,343 $5.39M 0.62% -485 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: not loaded; 2024Q4: 17,088 shares; 2025Q1: 17,515 shares; 2025Q2: 22,178 shares; 2025Q3: 21,712 shares; 2025Q4: 21,712 shares 21,712 $5.34M 0.62% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,704 shares; 2025Q1: 38,095 shares; 2025Q2: 39,871 shares; 2025Q3: 39,665 shares; 2025Q4: 40,386 shares 40,386 $5.31M 0.62% +721 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,337 shares; 2025Q1: 35,669 shares; 2025Q2: 38,828 shares; 2025Q3: 39,784 shares; 2025Q4: 48,989 shares 48,989 $5.16M 0.6% +9,205 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: not loaded; 2024Q4: 176,126 shares; 2025Q1: 194,110 shares; 2025Q2: 359,843 shares; 2025Q3: 74,150 shares; 2025Q4: 99,038 shares 99,038 $4.98M 0.58% +24,888 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105,605 shares; 2025Q1: 101,236 shares; 2025Q2: 96,969 shares; 2025Q3: 93,753 shares; 2025Q4: 78,302 shares 78,302 $4.95M 0.57% -15,451 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,161 shares 59,161 $4.87M 0.56% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,922 shares; 2025Q1: 89,847 shares; 2025Q2: 99,416 shares; 2025Q3: 98,495 shares; 2025Q4: 94,308 shares 94,308 $4.8M 0.56% -4,187 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 164,440 shares; 2025Q1: 106,750 shares; 2025Q2: 113,080 shares; 2025Q3: 126,882 shares; 2025Q4: 168,955 shares 168,955 $4.6M 0.53% +42,073 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,257 shares; 2025Q1: 1,456 shares; 2025Q2: 1,233 shares; 2025Q3: 1,533 shares; 2025Q4: 13,975 shares 13,975 $4.57M 0.53% +12,442 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: not loaded; 2024Q4: 30,776 shares; 2025Q1: 32,906 shares; 2025Q2: 34,124 shares; 2025Q3: 35,189 shares; 2025Q4: 35,476 shares 35,476 $4.53M 0.52% +287 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,789 shares; 2025Q1: 24,243 shares; 2025Q2: 24,554 shares; 2025Q3: 25,006 shares; 2025Q4: 26,250 shares 26,250 $4.49M 0.52% +1,244 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,041 shares; 2025Q1: 20,987 shares; 2025Q2: 21,157 shares; 2025Q3: 20,958 shares; 2025Q4: 21,184 shares 21,184 $4.41M 0.51% +226 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66,584 shares; 2025Q1: 68,787 shares; 2025Q2: 68,694 shares; 2025Q3: 67,963 shares; 2025Q4: 65,733 shares 65,733 $4.34M 0.5% -2,230 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,764 shares; 2025Q1: 8,671 shares; 2025Q2: 8,820 shares; 2025Q3: 8,555 shares; 2025Q4: 8,369 shares 8,369 $4.21M 0.49% -186 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,289 shares; 2025Q1: 17,249 shares; 2025Q2: 17,638 shares; 2025Q3: 17,799 shares; 2025Q4: 19,162 shares 19,162 $4.16M 0.48% +1,363 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: not loaded; 2024Q4: 18,604 shares; 2025Q1: 19,093 shares; 2025Q2: 19,969 shares; 2025Q3: 19,949 shares; 2025Q4: 19,922 shares 19,922 $4.16M 0.48% -27 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,723 shares; 2025Q1: 38,637 shares; 2025Q2: 41,411 shares; 2025Q3: 45,197 shares; 2025Q4: 49,603 shares 49,603 $4.15M 0.48% +4,406 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: not loaded; 2024Q4: 11,213 shares; 2025Q1: 11,502 shares; 2025Q2: 11,897 shares; 2025Q3: 10,264 shares; 2025Q4: 10,040 shares 10,040 $4.14M 0.48% -224 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 95,125 shares; 2025Q1: 111,630 shares; 2025Q2: 114,748 shares; 2025Q3: 130,184 shares; 2025Q4: 147,313 shares 147,313 $4.07M 0.47% +17,129 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,448 shares; 2025Q1: 42,631 shares; 2025Q2: 41,556 shares; 2025Q3: 39,498 shares; 2025Q4: 33,789 shares 33,789 $4.05M 0.47% -5,709 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,444 shares; 2025Q1: 29,091 shares; 2025Q2: 29,191 shares; 2025Q3: 29,001 shares; 2025Q4: 28,997 shares 28,997 $4.04M 0.47% -4 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,559 shares; 2025Q1: 69,139 shares; 2025Q2: 70,832 shares; 2025Q3: 72,172 shares; 2025Q4: 77,753 shares 77,753 $3.93M 0.46% +5,581 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 loaded; 2024Q4: 86,610 shares; 2025Q1: 83,010 shares; 2025Q2: 80,935 shares; 2025Q3: 79,940 shares; 2025Q4: 75,810 shares 75,810 $3.88M 0.45% -4,130 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 99,353 shares; 2025Q1: 102,207 shares; 2025Q2: 106,320 shares; 2025Q3: 104,126 shares; 2025Q4: 105,651 shares 105,651 $3.79M 0.44% +1,525 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,107 shares; 2025Q1: 39,856 shares; 2025Q2: 40,785 shares; 2025Q3: 40,078 shares; 2025Q4: 38,876 shares 38,876 $3.73M 0.43% -1,202 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,411 shares; 2025Q1: 11,100 shares; 2025Q2: 12,406 shares; 2025Q3: 3,663 shares; 2025Q4: 5,451 shares 5,451 $3.72M 0.43% +1,788 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,366 shares; 2025Q3: 46,591 shares; 2025Q4: 47,810 shares 47,810 $3.58M 0.41% +1,219 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,424 shares; 2025Q1: 26,078 shares; 2025Q2: 26,671 shares; 2025Q3: 26,426 shares; 2025Q4: 26,526 shares 26,526 $3.52M 0.41% +100 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 117,115 shares; 2025Q1: 129,614 shares; 2025Q2: 132,908 shares; 2025Q3: 139,822 shares; 2025Q4: 150,098 shares 150,098 $3.46M 0.4% +10,276 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,441 shares; 2025Q1: 22,527 shares; 2025Q2: 23,413 shares; 2025Q3: 22,109 shares; 2025Q4: 23,923 shares 23,923 $3.43M 0.4% +1,814 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,736 shares 34,736 $3.4M 0.39% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,605 shares; 2025Q1: 11,167 shares; 2025Q2: 10,847 shares; 2025Q3: 10,122 shares; 2025Q4: 10,115 shares 10,115 $3.39M 0.39% -7 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 58,272 shares; 2025Q1: 60,274 shares; 2025Q2: 61,888 shares; 2025Q3: 61,610 shares; 2025Q4: 63,598 shares 63,598 $3.36M 0.39% +1,988 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,674 shares; 2025Q1: 5,832 shares; 2025Q2: 5,381 shares; 2025Q3: 5,013 shares; 2025Q4: 4,976 shares 4,976 $3.28M 0.38% -37 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 127,400 shares; 2025Q1: 125,700 shares; 2025Q2: 131,571 shares; 2025Q3: 127,342 shares; 2025Q4: 150,916 shares 150,916 $3.17M 0.37% +23,574 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,445 shares; 2025Q1: 10,216 shares; 2025Q2: 9,391 shares; 2025Q3: 9,104 shares; 2025Q4: 9,002 shares 9,002 $3.16M 0.37% -102 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 191,447 shares; 2025Q1: 83,252 shares; 2025Q2: 79,634 shares; 2025Q3: 73,070 shares; 2025Q4: 64,441 shares 64,441 $2.91M 0.34% -8,629 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,404 shares; 2025Q1: 11,539 shares; 2025Q2: 11,694 shares; 2025Q3: 12,016 shares; 2025Q4: 9,295 shares 9,295 $2.91M 0.34% -2,721 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 loaded; 2024Q4: 37,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,486 shares; 2025Q4: 26,255 shares 26,255 $2.88M 0.33% +4,769 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,829 shares; 2025Q1: 14,780 shares; 2025Q2: 14,020 shares; 2025Q3: 13,177 shares; 2025Q4: 12,439 shares 12,439 $2.87M 0.33% -738 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,619 shares; 2025Q1: 3,135 shares; 2025Q2: 4,400 shares; 2025Q3: 4,665 shares; 2025Q4: 4,430 shares 4,430 $2.78M 0.32% -235 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,971 shares; 2025Q1: 5,130 shares; 2025Q2: 4,538 shares; 2025Q3: 4,563 shares; 2025Q4: 4,533 shares 4,533 $2.59M 0.3% -30 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,705 shares; 2025Q1: 21,272 shares; 2025Q2: 21,157 shares; 2025Q3: 20,917 shares; 2025Q4: 20,659 shares 20,659 $2.48M 0.29% -258 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: not loaded; 2024Q4: 2,190 shares; 2025Q1: 2,346 shares; 2025Q2: 9,396 shares; 2025Q3: 18,870 shares; 2025Q4: 19,999 shares 19,999 $2.47M 0.29% +1,129 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,759 shares; 2025Q1: 24,148 shares; 2025Q2: 25,935 shares; 2025Q3: 26,118 shares; 2025Q4: 27,463 shares 27,463 $2.43M 0.28% +1,345 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,355 shares; 2025Q1: 14,437 shares; 2025Q2: 13,855 shares; 2025Q3: 8,481 shares; 2025Q4: 7,699 shares 7,699 $2.42M 0.28% -782 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,200 shares; 2025Q1: 65,200 shares; 2025Q2: 65,200 shares; 2025Q3: 64,000 shares; 2025Q4: 62,950 shares 62,950 $2.32M 0.27% -1,050 Timeline VTWO 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 loaded; 2024Q4: 55,609 shares; 2025Q1: 56,422 shares; 2025Q2: 22,870 shares; 2025Q3: 22,690 shares; 2025Q4: 22,090 shares 22,090 $2.2M 0.25% -600 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,395 shares; 2025Q1: 1,720 shares; 2025Q2: 1,145 shares; 2025Q3: 1,196 shares; 2025Q4: 22,418 shares 22,418 $2.1M 0.24% +21,222 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,968 shares; 2025Q1: 12,782 shares; 2025Q2: 27,249 shares; 2025Q3: 27,759 shares; 2025Q4: 26,273 shares 26,273 $2.02M 0.23% -1,486 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,580 shares; 2025Q1: 8,192 shares; 2025Q2: 8,596 shares; 2025Q3: 8,653 shares; 2025Q4: 8,833 shares 8,833 $2.02M 0.23% +180 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,276 shares; 2025Q1: 6,737 shares; 2025Q2: 7,076 shares; 2025Q3: 6,750 shares; 2025Q4: 6,809 shares 6,809 $2.02M 0.23% +59 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 224,217 shares; 2025Q1: not reported; 2025Q2: 196,325 shares; 2025Q3: 197,186 shares; 2025Q4: 57,417 shares 57,417 $1.99M 0.23% -139,769 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72,722 shares; 2025Q1: 60,104 shares; 2025Q2: 58,601 shares; 2025Q3: 53,841 shares; 2025Q4: 50,557 shares 50,557 $1.97M 0.23% -3,284 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,015 shares; 2025Q1: 10,002 shares; 2025Q2: 10,412 shares; 2025Q3: 10,548 shares; 2025Q4: 10,592 shares 10,592 $1.93M 0.22% +44 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,033 shares; 2025Q1: 12,367 shares; 2025Q2: 12,479 shares; 2025Q3: 12,715 shares; 2025Q4: 15,745 shares 15,745 $1.89M 0.22% +3,030 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54,895 shares; 2025Q1: 81,084 shares; 2025Q2: 77,339 shares; 2025Q3: 72,254 shares; 2025Q4: 65,861 shares 65,861 $1.8M 0.21% -6,393 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,269 shares; 2025Q1: 9,380 shares; 2025Q2: 8,442 shares; 2025Q3: 8,577 shares; 2025Q4: 8,694 shares 8,694 $1.8M 0.21% +117 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,913 shares; 2025Q1: 2,288 shares; 2025Q2: 1,957 shares; 2025Q3: 2,025 shares; 2025Q4: 1,459 shares 1,459 $1.77M 0.21% -566 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 101,167 shares; 2025Q1: 108,078 shares; 2025Q2: 110,770 shares; 2025Q3: 113,798 shares; 2025Q4: 124,308 shares 124,308 $1.73M 0.2% +10,510 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,507 shares 4,507 $1.73M 0.2% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,637 shares; 2025Q1: 11,086 shares; 2025Q2: 20,446 shares; 2025Q3: 20,366 shares; 2025Q4: 20,758 shares 20,758 $1.71M 0.2% +392 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: not loaded; 2024Q4: 41,021 shares; 2025Q1: 38,263 shares; 2025Q2: 49,451 shares; 2025Q3: 49,991 shares; 2025Q4: 49,838 shares 49,838 $1.71M 0.2% -153 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,148 shares; 2025Q1: 11,958 shares; 2025Q2: 11,576 shares; 2025Q3: 12,148 shares; 2025Q4: 11,883 shares 11,883 $1.71M 0.2% -265 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,727 shares; 2025Q1: 160,172 shares; 2025Q2: 24,634 shares; 2025Q3: 27,589 shares; 2025Q4: 27,099 shares 27,099 $1.69M 0.2% -490 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,180 shares; 2025Q1: 35,598 shares; 2025Q2: 34,299 shares; 2025Q3: 35,143 shares; 2025Q4: 36,034 shares 36,034 $1.69M 0.2% +891 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,701 shares; 2025Q1: 1,574 shares; 2025Q2: 2,512 shares; 2025Q3: 2,499 shares; 2025Q4: 1,517 shares 1,517 $1.63M 0.19% -982 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,054 shares 25,054 $1.62M 0.19% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,616 shares; 2025Q1: 2,631 shares; 2025Q2: 3,484 shares; 2025Q3: 2,938 shares; 2025Q4: 3,441 shares 3,441 $1.55M 0.18% +503 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,552 shares; 2025Q1: 23,904 shares; 2025Q2: 19,440 shares; 2025Q3: 18,679 shares; 2025Q4: 11,223 shares 11,223 $1.52M 0.18% -7,456 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,352 shares; 2025Q3: 1,429 shares; 2025Q4: 5,812 shares 5,812 $1.49M 0.17% +4,383 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,718 shares; 2025Q1: 20,182 shares; 2025Q2: 19,501 shares; 2025Q3: 19,586 shares; 2025Q4: 19,584 shares 19,584 $1.48M 0.17% -2 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,814 shares; 2025Q1: 28,481 shares; 2025Q2: 29,521 shares; 2025Q3: 29,406 shares; 2025Q4: 31,335 shares 31,335 $1.47M 0.17% +1,929 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: not loaded; 2024Q4: 18,364 shares; 2025Q1: 20,633 shares; 2025Q2: 23,405 shares; 2025Q3: 26,497 shares; 2025Q4: 30,130 shares 30,130 $1.46M 0.17% +3,633 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,866 shares; 2025Q1: 18,535 shares; 2025Q2: 19,090 shares; 2025Q3: 19,529 shares; 2025Q4: 20,643 shares 20,643 $1.43M 0.17% +1,114 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,518 shares; 2025Q1: 17,597 shares; 2025Q2: 18,246 shares; 2025Q3: 18,094 shares; 2025Q4: 17,210 shares 17,210 $1.4M 0.16% -884 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,773 shares 8,773 $1.4M 0.16% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,822 shares; 2025Q1: 3,915 shares; 2025Q2: 4,273 shares; 2025Q3: 4,544 shares; 2025Q4: 4,800 shares 4,800 $1.39M 0.16% +256 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,591 shares; 2025Q1: 5,159 shares; 2025Q2: 5,076 shares; 2025Q3: 5,078 shares; 2025Q4: 5,426 shares 5,426 $1.37M 0.16% +348 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,377 shares; 2025Q1: 23,694 shares; 2025Q2: 25,121 shares; 2025Q3: 25,457 shares; 2025Q4: 25,521 shares 25,521 $1.37M 0.16% +64 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,581 shares; 2025Q3: 9,764 shares; 2025Q4: 9,925 shares 9,925 $1.37M 0.16% +161 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,865 shares; 2025Q1: 17,925 shares; 2025Q2: 18,049 shares; 2025Q3: 18,136 shares; 2025Q4: 18,147 shares 18,147 $1.33M 0.15% +11 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,460 shares; 2025Q1: 1,691 shares; 2025Q2: 1,420 shares; 2025Q3: 1,453 shares; 2025Q4: 1,239 shares 1,239 $1.33M 0.15% -214 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,209 shares; 2025Q1: 19,918 shares; 2025Q2: 16,815 shares; 2025Q3: 16,919 shares; 2025Q4: 7,725 shares 7,725 $1.32M 0.15% -9,194 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,088 shares; 2025Q1: 13,819 shares; 2025Q2: 12,712 shares; 2025Q3: 13,854 shares; 2025Q4: 14,682 shares 14,682 $1.32M 0.15% +828 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,293 shares; 2025Q1: 1,982 shares; 2025Q2: 1,964 shares; 2025Q3: 1,935 shares; 2025Q4: 2,124 shares 2,124 $1.3M 0.15% +189 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,999 shares; 2025Q1: 46,273 shares; 2025Q2: 50,538 shares; 2025Q3: 52,555 shares; 2025Q4: 57,458 shares 57,458 $1.3M 0.15% +4,903 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,749 shares; 2025Q1: 24,781 shares; 2025Q2: 24,627 shares; 2025Q3: 24,949 shares; 2025Q4: 22,600 shares 22,600 $1.29M 0.15% -2,349 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,995 shares; 2025Q1: 1,877 shares; 2025Q2: 9,605 shares; 2025Q3: 2,816 shares; 2025Q4: 9,749 shares 9,749 $1.28M 0.15% +6,933 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,705 shares; 2025Q1: 19,774 shares; 2025Q2: 16,002 shares; 2025Q3: 16,529 shares; 2025Q4: 16,629 shares 16,629 $1.27M 0.15% +100 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,106 shares; 2025Q1: 32,334 shares; 2025Q2: 33,250 shares; 2025Q3: 31,529 shares; 2025Q4: 30,833 shares 30,833 $1.27M 0.15% -696 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,532 shares 37,532 $1.27M 0.15% new Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,522 shares; 2025Q1: 5,997 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,700 shares 4,700 $1.24M 0.14% new Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,503 shares; 2025Q3: 39,040 shares; 2025Q4: 28,362 shares 28,362 $1.24M 0.14% -10,678 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,990 shares 10,990 $1.24M 0.14% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,591 shares 14,591 $1.22M 0.14% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,215 shares 6,215 $1.21M 0.14% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,616 shares 12,616 $1.21M 0.14% new Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,309 shares; 2025Q3: 17,707 shares; 2025Q4: 17,823 shares 17,823 $1.2M 0.14% +116 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,847 shares; 2025Q1: 5,070 shares; 2025Q2: 4,566 shares; 2025Q3: 1,382 shares; 2025Q4: 5,502 shares 5,502 $1.19M 0.14% +4,120 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,778 shares; 2025Q2: 13,557 shares; 2025Q3: 13,977 shares; 2025Q4: 14,603 shares 14,603 $1.19M 0.14% +626 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,142 shares 4,142 $1.19M 0.14% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,077 shares; 2025Q3: 6,245 shares; 2025Q4: 6,409 shares 6,409 $1.19M 0.14% +164 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,505 shares; 2025Q1: 5,799 shares; 2025Q2: 7,053 shares; 2025Q3: 7,351 shares; 2025Q4: 11,267 shares 11,267 $1.17M 0.14% +3,916 Timeline OMAB GRUPO AEROPORTUARIO DEL CENT More: the full row for GRUPO AEROPORTUARIO DEL CENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,731 shares 10,731 $1.17M 0.14% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,004 shares; 2025Q1: 10,758 shares; 2025Q2: 10,387 shares; 2025Q3: 10,729 shares; 2025Q4: 8,074 shares 8,074 $1.16M 0.13% -2,655 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,124 shares 3,124 $1.16M 0.13% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,139 shares 19,139 $1.15M 0.13% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,083 shares; 2025Q3: 2,616 shares; 2025Q4: 2,374 shares 2,374 $1.15M 0.13% -242 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,319 shares; 2025Q1: 16,663 shares; 2025Q2: 14,703 shares; 2025Q3: 15,273 shares; 2025Q4: 21,865 shares 21,865 $1.14M 0.13% +6,592 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,226 shares; 2025Q1: 50,608 shares; 2025Q2: 55,475 shares; 2025Q3: 57,391 shares; 2025Q4: 64,083 shares 64,083 $1.14M 0.13% +6,692 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,891 shares 54,891 $1.14M 0.13% new Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,480 shares; 2025Q3: 20,916 shares; 2025Q4: 21,734 shares 21,734 $1.13M 0.13% +818 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,911 shares; 2025Q3: 8,135 shares; 2025Q4: 11,622 shares 11,622 $1.13M 0.13% +3,487 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,848 shares; 2025Q1: 11,900 shares; 2025Q2: 10,867 shares; 2025Q3: 11,253 shares; 2025Q4: 13,645 shares 13,645 $1.12M 0.13% +2,392 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,517 shares 18,517 $1.12M 0.13% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,191 shares; 2025Q3: 1,238 shares; 2025Q4: 1,264 shares 1,264 $1.11M 0.13% +26 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,686 shares; 2025Q1: 3,747 shares; 2025Q2: 3,318 shares; 2025Q3: 3,442 shares; 2025Q4: 3,744 shares 3,744 $1.11M 0.13% +302 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,643 shares 9,643 $1.11M 0.13% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 977 shares; 2025Q1: 1,046 shares; 2025Q2: 1,064 shares; 2025Q3: 805 shares; 2025Q4: 4,274 shares 4,274 $1.1M 0.13% +3,469 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,305 shares; 2025Q3: 11,716 shares; 2025Q4: 13,403 shares 13,403 $1.1M 0.13% +1,687 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,230 shares 2,230 $1.09M 0.13% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,156 shares; 2025Q3: 17,156 shares; 2025Q4: 20,156 shares 20,156 $1.08M 0.12% +3,000 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,737 shares; 2025Q1: 2,303 shares; 2025Q2: 1,874 shares; 2025Q3: 1,938 shares; 2025Q4: 2,105 shares 2,105 $1.08M 0.12% +167 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,408 shares; 2025Q1: 15,771 shares; 2025Q2: 12,921 shares; 2025Q3: 13,774 shares; 2025Q4: 14,455 shares 14,455 $1.07M 0.12% +681 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,747 shares 5,747 $1.07M 0.12% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,404 shares 6,404 $1.05M 0.12% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,804 shares; 2025Q1: 3,114 shares; 2025Q2: 3,306 shares; 2025Q3: 3,319 shares; 2025Q4: 3,413 shares 3,413 $1.04M 0.12% +94 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,863 shares; 2025Q4: 6,702 shares 6,702 $1.04M 0.12% -161 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,303 shares; 2025Q1: 5,809 shares; 2025Q2: 6,413 shares; 2025Q3: 6,695 shares; 2025Q4: 6,453 shares 6,453 $1.04M 0.12% -242 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,161 shares; 2025Q1: 2,924 shares; 2025Q2: 2,980 shares; 2025Q3: 2,938 shares; 2025Q4: 1,837 shares 1,837 $1.03M 0.12% -1,101 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,093 shares; 2025Q1: 15,986 shares; 2025Q2: 16,839 shares; 2025Q3: 17,898 shares; 2025Q4: 17,743 shares 17,743 $1.03M 0.12% -155 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,191 shares; 2025Q1: 7,008 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,741 shares 7,741 $1.03M 0.12% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,703 shares 2,703 $1.03M 0.12% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,522 shares; 2025Q1: 11,788 shares; 2025Q2: 11,994 shares; 2025Q3: 14,260 shares; 2025Q4: 12,846 shares 12,846 $1.02M 0.12% -1,414 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,367 shares; 2025Q3: 1,427 shares; 2025Q4: 2,099 shares 2,099 $1.02M 0.12% +672 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,429 shares; 2025Q1: 3,615 shares; 2025Q2: 3,511 shares; 2025Q3: 3,256 shares; 2025Q4: 3,305 shares 3,305 $1.02M 0.12% +49 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,672 shares; 2025Q1: 2,216 shares; 2025Q2: 2,151 shares; 2025Q3: 2,032 shares; 2025Q4: 2,600 shares 2,600 $1.02M 0.12% +568 Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,682 shares; 2025Q1: 20,700 shares; 2025Q2: 22,719 shares; 2025Q3: 22,737 shares; 2025Q4: 22,786 shares 22,786 $1.02M 0.12% +49 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,772 shares; 2025Q1: 2,299 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,676 shares 9,676 $1.02M 0.12% new Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,166 shares; 2025Q3: 30,002 shares; 2025Q4: 30,426 shares 30,426 $1.02M 0.12% +424 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,977 shares; 2025Q1: 3,953 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,537 shares 4,537 $1.01M 0.12% new 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: not loaded; 2024Q4: 589 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,938 shares 19,938 $1.01M 0.12% new Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,020 shares 4,020 $1.01M 0.12% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,765 shares; 2025Q3: 3,952 shares; 2025Q4: 5,464 shares 5,464 $1.01M 0.12% +1,512 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,212 shares; 2025Q1: 4,278 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,212 shares 4,212 $1.01M 0.12% new 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 loaded; 2024Q4: 3,553 shares; 2025Q1: 4,705 shares; 2025Q2: 3,609 shares; 2025Q3: 3,738 shares; 2025Q4: 4,203 shares 4,203 $1.01M 0.12% +465 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,159 shares 3,159 $1.01M 0.12% new Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,836 shares; 2025Q3: 14,446 shares; 2025Q4: 16,639 shares 16,639 $1.01M 0.12% +2,193 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,196 shares; 2025Q3: 9,370 shares; 2025Q4: 9,247 shares 9,247 $990K 0.11% -123 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $981K 0.11% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,845 shares 2,845 $980K 0.11% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,737 shares; 2025Q1: 1,808 shares; 2025Q2: 1,667 shares; 2025Q3: 1,664 shares; 2025Q4: 1,708 shares 1,708 $979K 0.11% +44 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,068 shares 8,068 $973K 0.11% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,298 shares 8,298 $973K 0.11% new Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,010 shares 5,010 $957K 0.11% new 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 loaded; 2024Q4: 4,255 shares; 2025Q1: 11,734 shares; 2025Q2: 11,814 shares; 2025Q3: 11,609 shares; 2025Q4: 11,936 shares 11,936 $952K 0.11% +327 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,173 shares 1,173 $949K 0.11% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,393 shares 3,393 $946K 0.11% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,332 shares; 2025Q1: 18,687 shares; 2025Q2: 16,313 shares; 2025Q3: 16,764 shares; 2025Q4: 23,951 shares 23,951 $938K 0.11% +7,187 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,904 shares; 2025Q1: 9,219 shares; 2025Q2: 9,509 shares; 2025Q3: 9,903 shares; 2025Q4: 9,327 shares 9,327 $932K 0.11% -576 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,787 shares; 2025Q3: 17,595 shares; 2025Q4: 23,032 shares 23,032 $931K 0.11% +5,437 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,715 shares; 2025Q1: 10,182 shares; 2025Q2: 10,527 shares; 2025Q3: 11,202 shares; 2025Q4: 18,043 shares 18,043 $918K 0.11% +6,841 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,064 shares; 2025Q1: 36,714 shares; 2025Q2: 35,977 shares; 2025Q3: 35,807 shares; 2025Q4: 33,166 shares 33,166 $913K 0.11% -2,641 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,009 shares; 2025Q1: 9,936 shares; 2025Q2: 10,257 shares; 2025Q3: 9,855 shares; 2025Q4: 8,654 shares 8,654 $911K 0.11% -1,201 Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 81,700 shares; 2025Q2: 81,700 shares; 2025Q3: 79,200 shares; 2025Q4: 77,200 shares 77,200 $901K 0.1% -2,000 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,468 shares; 2025Q1: 2,769 shares; 2025Q2: 2,204 shares; 2025Q3: 2,166 shares; 2025Q4: 9,430 shares 9,430 $899K 0.1% +7,264 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,396 shares; 2025Q1: 9,962 shares; 2025Q2: 10,850 shares; 2025Q3: 10,708 shares; 2025Q4: 12,920 shares 12,920 $897K 0.1% +2,212 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,632 shares 9,632 $885K 0.1% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,799 shares; 2025Q3: 2,906 shares; 2025Q4: 3,356 shares 3,356 $871K 0.1% +450 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,937 shares; 2025Q3: 4,003 shares; 2025Q4: 2,729 shares 2,729 $869K 0.1% -1,274 Timeline TCHP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,061 shares 17,061 $851K 0.1% new Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,909 shares 4,909 $816K 0.09% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,444 shares; 2025Q1: 13,007 shares; 2025Q2: 14,239 shares; 2025Q3: 14,390 shares; 2025Q4: 15,923 shares 15,923 $814K 0.09% +1,533 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,464 shares; 2025Q3: 16,927 shares; 2025Q4: 17,014 shares 17,014 $791K 0.09% +87 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: not loaded; 2024Q4: 18,990 shares; 2025Q1: 14,090 shares; 2025Q2: 14,690 shares; 2025Q3: 14,510 shares; 2025Q4: 13,849 shares 13,849 $790K 0.09% -661 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 93,941 shares; 2025Q1: 101,049 shares; 2025Q2: 105,698 shares; 2025Q3: 111,598 shares; 2025Q4: 26,417 shares 26,417 $790K 0.09% -85,181 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,746 shares; 2025Q1: not reported; 2025Q2: 30,760 shares; 2025Q3: 32,216 shares; 2025Q4: 33,313 shares 33,313 $789K 0.09% +1,097 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,778 shares; 2025Q1: 7,932 shares; 2025Q2: 6,450 shares; 2025Q3: not reported; 2025Q4: 14,724 shares 14,724 $772K 0.09% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,439 shares; 2025Q1: 26,963 shares; 2025Q2: 28,095 shares; 2025Q3: 30,515 shares; 2025Q4: 23,607 shares 23,607 $757K 0.09% -6,908 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,227 shares; 2025Q1: 20,240 shares; 2025Q2: 18,235 shares; 2025Q3: 18,465 shares; 2025Q4: 18,542 shares 18,542 $755K 0.09% +77 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: not loaded; 2024Q4: 8,639 shares; 2025Q1: 10,975 shares; 2025Q2: 11,545 shares; 2025Q3: 12,141 shares; 2025Q4: 10,216 shares 10,216 $743K 0.09% -1,925 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,327 shares 7,327 $739K 0.09% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,419 shares; 2025Q1: 2,872 shares; 2025Q2: 2,509 shares; 2025Q3: 2,146 shares; 2025Q4: 2,136 shares 2,136 $735K 0.09% -10 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,073 shares; 2025Q1: 20,073 shares; 2025Q2: 22,173 shares; 2025Q3: 22,273 shares; 2025Q4: 22,273 shares 22,273 $735K 0.09% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,801 shares; 2025Q1: 2,027 shares; 2025Q2: 1,911 shares; 2025Q3: 1,998 shares; 2025Q4: 1,844 shares 1,844 $731K 0.08% -154 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,072 shares; 2025Q1: 13,072 shares; 2025Q2: 13,072 shares; 2025Q3: 13,072 shares; 2025Q4: 13,072 shares 13,072 $717K 0.08% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75 shares; 2025Q1: 122 shares; 2025Q2: 127 shares; 2025Q3: 139 shares; 2025Q4: 133 shares 133 $713K 0.08% -6 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,957 shares; 2025Q1: 11,472 shares; 2025Q2: 12,852 shares; 2025Q3: 13,509 shares; 2025Q4: 14,717 shares 14,717 $697K 0.08% +1,208 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,026 shares; 2025Q1: 9,800 shares; 2025Q2: 9,800 shares; 2025Q3: 9,425 shares; 2025Q4: 9,146 shares 9,146 $673K 0.08% -279 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,390 shares; 2025Q1: 1,811 shares; 2025Q2: 1,826 shares; 2025Q3: 2,444 shares; 2025Q4: 2,587 shares 2,587 $667K 0.08% +143 Timeline BMAR 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 loaded; 2024Q4: 18,469 shares; 2025Q1: 18,469 shares; 2025Q2: 12,518 shares; 2025Q3: 12,518 shares; 2025Q4: 12,518 shares 12,518 $664K 0.08% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,939 shares; 2025Q1: 4,659 shares; 2025Q2: 4,469 shares; 2025Q3: 3,501 shares; 2025Q4: 3,308 shares 3,308 $645K 0.07% -193 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,920 shares; 2025Q1: 1,923 shares; 2025Q2: 1,903 shares; 2025Q3: 1,904 shares; 2025Q4: 2,162 shares 2,162 $635K 0.07% +258 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,964 shares; 2025Q1: 14,059 shares; 2025Q2: 11,984 shares; 2025Q3: 11,017 shares; 2025Q4: 10,427 shares 10,427 $627K 0.07% -590 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,482 shares 9,482 $620K 0.07% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,712 shares; 2025Q1: 7,078 shares; 2025Q2: 7,047 shares; 2025Q3: 7,051 shares; 2025Q4: 7,024 shares 7,024 $615K 0.07% -27 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,897 shares; 2025Q2: 3,902 shares; 2025Q3: 6,375 shares; 2025Q4: 4,445 shares 4,445 $613K 0.07% -1,930 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 947 shares; 2025Q1: 1,752 shares; 2025Q2: 1,754 shares; 2025Q3: 2,040 shares; 2025Q4: 2,018 shares 2,018 $613K 0.07% -22 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,499 shares; 2025Q3: 9,987 shares; 2025Q4: 11,185 shares 11,185 $613K 0.07% +1,198 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 698 shares; 2025Q1: 736 shares; 2025Q2: 737 shares; 2025Q3: 775 shares; 2025Q4: 930 shares 930 $608K 0.07% +155 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,142 shares; 2025Q1: 12,817 shares; 2025Q2: 16,204 shares; 2025Q3: 3,277 shares; 2025Q4: 3,046 shares 3,046 $605K 0.07% -231 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,096 shares; 2025Q1: 18,141 shares; 2025Q2: 18,223 shares; 2025Q3: 18,275 shares; 2025Q4: 15,294 shares 15,294 $604K 0.07% -2,981 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,784 shares; 2025Q1: 6,479 shares; 2025Q2: 10,744 shares; 2025Q3: 10,090 shares; 2025Q4: 4,161 shares 4,161 $596K 0.07% -5,929 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,494 shares; 2025Q1: 18,044 shares; 2025Q2: 18,494 shares; 2025Q3: 18,544 shares; 2025Q4: 18,244 shares 18,244 $593K 0.07% -300 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,771 shares; 2025Q1: 5,321 shares; 2025Q2: 5,938 shares; 2025Q3: 6,739 shares; 2025Q4: 5,443 shares 5,443 $581K 0.07% -1,296 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,076 shares; 2025Q1: 5,768 shares; 2025Q2: 6,132 shares; 2025Q3: 6,192 shares; 2025Q4: 6,207 shares 6,207 $579K 0.07% +15 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,448 shares; 2025Q1: not reported; 2025Q2: 10,698 shares; 2025Q3: 15,050 shares; 2025Q4: 16,050 shares 16,050 $575K 0.07% +1,000 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,013 shares; 2025Q1: 12,934 shares; 2025Q2: 12,935 shares; 2025Q3: 12,935 shares; 2025Q4: 12,935 shares 12,935 $574K 0.07% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,992 shares; 2025Q1: 28,036 shares; 2025Q2: 27,496 shares; 2025Q3: 21,922 shares; 2025Q4: 20,740 shares 20,740 $570K 0.07% -1,182 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,623 shares; 2025Q1: 33,106 shares; 2025Q2: 20,265 shares; 2025Q3: 22,063 shares; 2025Q4: 22,718 shares 22,718 $564K 0.07% +655 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 962 shares; 2025Q1: 809 shares; 2025Q2: 829 shares; 2025Q3: 1,073 shares; 2025Q4: 851 shares 851 $563K 0.07% -222 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,702 shares; 2025Q1: 1,553 shares; 2025Q2: 1,531 shares; 2025Q3: 1,692 shares; 2025Q4: 1,732 shares 1,732 $561K 0.06% +40 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,208 shares; 2025Q1: 1,200 shares; 2025Q2: 1,239 shares; 2025Q3: 1,184 shares; 2025Q4: 1,185 shares 1,185 $561K 0.06% +1 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,344 shares; 2025Q1: 3,641 shares; 2025Q2: 3,988 shares; 2025Q3: 4,364 shares; 2025Q4: 5,017 shares 5,017 $553K 0.06% +653 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,110 shares; 2025Q1: 15,110 shares; 2025Q2: 16,410 shares; 2025Q3: 16,648 shares; 2025Q4: 17,248 shares 17,248 $546K 0.06% +600 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,721 shares; 2025Q1: 9,554 shares; 2025Q2: 9,994 shares; 2025Q3: 9,604 shares; 2025Q4: 9,776 shares 9,776 $538K 0.06% +172 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,282 shares; 2025Q1: 31,320 shares; 2025Q2: 31,559 shares; 2025Q3: 31,135 shares; 2025Q4: 32,148 shares 32,148 $530K 0.06% +1,013 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,920 shares; 2025Q1: 15,120 shares; 2025Q2: 16,475 shares; 2025Q3: 16,575 shares; 2025Q4: 16,575 shares 16,575 $528K 0.06% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,187 shares; 2025Q1: 298,276 shares; 2025Q2: 20,362 shares; 2025Q3: 21,022 shares; 2025Q4: 19,170 shares 19,170 $526K 0.06% -1,852 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 loaded; 2024Q4: not reported; 2025Q1: 10,281 shares; 2025Q2: 10,341 shares; 2025Q3: 10,280 shares; 2025Q4: 10,130 shares 10,130 $524K 0.06% -150 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,086 shares; 2025Q3: 3,086 shares; 2025Q4: 3,090 shares 3,090 $519K 0.06% +4 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,363 shares; 2025Q2: 1,891 shares; 2025Q3: 2,779 shares; 2025Q4: 2,918 shares 2,918 $519K 0.06% +139 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,216 shares; 2025Q1: 4,025 shares; 2025Q2: 10,917 shares; 2025Q3: 10,725 shares; 2025Q4: 4,126 shares 4,126 $517K 0.06% -6,599 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,944 shares; 2025Q1: 25,516 shares; 2025Q2: 25,540 shares; 2025Q3: 28,558 shares; 2025Q4: 28,558 shares 28,558 $506K 0.06% 0 Timeline RSJN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,200 shares; 2025Q1: 15,700 shares; 2025Q2: 15,700 shares; 2025Q3: 14,600 shares; 2025Q4: 14,600 shares 14,600 $501K 0.06% 0 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,471 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,293 shares; 2025Q4: 9,293 shares 9,293 $496K 0.06% 0 Timeline JACK JACK IN THE BOX INC More: the full row for JACK IN THE BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,150 shares 26,150 $496K 0.06% new Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,225 shares; 2025Q1: 21,685 shares; 2025Q2: 18,302 shares; 2025Q3: 18,091 shares; 2025Q4: 18,634 shares 18,634 $489K 0.06% +543 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,500 shares; 2025Q1: 9,590 shares; 2025Q2: 9,590 shares; 2025Q3: 9,540 shares; 2025Q4: 9,465 shares 9,465 $488K 0.06% -75 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 loaded; 2024Q4: not reported; 2025Q1: 859 shares; 2025Q2: 980 shares; 2025Q3: 1,125 shares; 2025Q4: 1,151 shares 1,151 $486K 0.06% +26 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,156 shares; 2025Q3: 10,351 shares; 2025Q4: 10,911 shares 10,911 $485K 0.06% +560 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 937 shares; 2025Q1: 946 shares; 2025Q2: 864 shares; 2025Q3: 1,176 shares; 2025Q4: 1,225 shares 1,225 $483K 0.06% +49 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,395 shares; 2025Q1: 7,328 shares; 2025Q2: 3,118 shares; 2025Q3: 2,982 shares; 2025Q4: 2,615 shares 2,615 $482K 0.06% -367 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 676 shares; 2025Q1: 633 shares; 2025Q2: 648 shares; 2025Q3: 481 shares; 2025Q4: 558 shares 558 $481K 0.06% +77 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 loaded; 2024Q4: 1,251 shares; 2025Q1: 1,243 shares; 2025Q2: 1,311 shares; 2025Q3: 1,408 shares; 2025Q4: 1,793 shares 1,793 $481K 0.06% +385 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 7,126 shares 7,126 $480K 0.06% +26 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,787 shares; 2025Q4: 6,483 shares 6,483 $475K 0.06% +1,696 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 loaded; 2024Q4: 532 shares; 2025Q1: 431 shares; 2025Q2: 455 shares; 2025Q3: 493 shares; 2025Q4: 443 shares 443 $474K 0.05% -50 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 771 shares; 2025Q1: 517 shares; 2025Q2: 1,038 shares; 2025Q3: 1,007 shares; 2025Q4: 997 shares 997 $464K 0.05% -10 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,320 shares; 2025Q1: 11,163 shares; 2025Q2: 11,163 shares; 2025Q3: 9,106 shares; 2025Q4: 9,106 shares 9,106 $464K 0.05% 0 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 643 shares; 2025Q3: 747 shares; 2025Q4: 1,392 shares 1,392 $463K 0.05% +645 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,406 shares; 2025Q2: 1,495 shares; 2025Q3: 1,934 shares; 2025Q4: 1,890 shares 1,890 $458K 0.05% -44 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,528 shares; 2025Q1: 9,250 shares; 2025Q2: 9,274 shares; 2025Q3: 9,309 shares; 2025Q4: 9,087 shares 9,087 $454K 0.05% -222 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 loaded; 2024Q4: 1,979 shares; 2025Q1: 5,300 shares; 2025Q2: 3,552 shares; 2025Q3: 4,699 shares; 2025Q4: 4,735 shares 4,735 $451K 0.05% +36 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,345 shares; 2025Q3: 4,927 shares; 2025Q4: 6,658 shares 6,658 $448K 0.05% +1,731 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: not reported; 2025Q3: 3,527 shares; 2025Q4: 3,537 shares 3,537 $445K 0.05% +10 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,930 shares; 2025Q1: 4,259 shares; 2025Q2: 9,384 shares; 2025Q3: 9,861 shares; 2025Q4: 3,934 shares 3,934 $441K 0.05% -5,927 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,533 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares 3,750 $437K 0.05% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,562 shares; 2025Q1: 8,286 shares; 2025Q2: 6,975 shares; 2025Q3: 6,945 shares; 2025Q4: 6,249 shares 6,249 $437K 0.05% -696 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,638 shares; 2025Q1: 7,638 shares; 2025Q2: 7,620 shares; 2025Q3: 7,620 shares; 2025Q4: 7,620 shares 7,620 $431K 0.05% 0 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,484 shares; 2025Q1: 32,860 shares; 2025Q2: 32,027 shares; 2025Q3: 28,056 shares; 2025Q4: 17,942 shares 17,942 $431K 0.05% -10,114 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 loaded; 2024Q4: 360 shares; 2025Q1: 527 shares; 2025Q2: 541 shares; 2025Q3: 528 shares; 2025Q4: 524 shares 524 $429K 0.05% -4 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,083 shares; 2025Q1: 6,393 shares; 2025Q2: 8,960 shares; 2025Q3: 9,507 shares; 2025Q4: 8,726 shares 8,726 $429K 0.05% -781 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: not loaded; 2024Q4: 453 shares; 2025Q1: 428 shares; 2025Q2: 423 shares; 2025Q3: 457 shares; 2025Q4: 487 shares 487 $428K 0.05% +30 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: not loaded; 2024Q4: 5,845 shares; 2025Q1: 5,676 shares; 2025Q2: 5,549 shares; 2025Q3: 3,021 shares; 2025Q4: 2,744 shares 2,744 $421K 0.05% -277 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,411 shares 3,411 $416K 0.05% new Timeline UAN CVR PARTNERS LP/CVR NITROGEN More: the full row for CVR PARTNERS LP/CVR NITROGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,200 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $410K 0.05% 0 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,333 shares; 2025Q3: 4,857 shares; 2025Q4: 5,219 shares 5,219 $407K 0.05% +362 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,511 shares; 2025Q3: 4,366 shares; 2025Q4: 8,707 shares 8,707 $403K 0.05% +4,341 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,005 shares; 2025Q1: 2,645 shares; 2025Q2: 2,526 shares; 2025Q3: 2,388 shares; 2025Q4: 2,256 shares 2,256 $401K 0.05% -132 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,266 shares; 2025Q1: 15,330 shares; 2025Q2: 15,612 shares; 2025Q3: 15,348 shares; 2025Q4: 16,060 shares 16,060 $400K 0.05% +712 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 loaded; 2024Q4: 2,392 shares; 2025Q1: 3,293 shares; 2025Q2: 3,363 shares; 2025Q3: 3,329 shares; 2025Q4: 3,383 shares 3,383 $393K 0.05% +54 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: not loaded; 2024Q4: 4,755 shares; 2025Q1: 4,755 shares; 2025Q2: 4,755 shares; 2025Q3: 4,755 shares; 2025Q4: 4,755 shares 4,755 $381K 0.04% 0 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,257 shares; 2025Q1: 6,769 shares; 2025Q2: 6,718 shares; 2025Q3: 6,205 shares; 2025Q4: 6,530 shares 6,530 $378K 0.04% +325 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,984 shares; 2025Q4: 4,519 shares 4,519 $374K 0.04% +535 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,528 shares; 2025Q1: 6,352 shares; 2025Q2: 5,996 shares; 2025Q3: 5,996 shares; 2025Q4: 5,824 shares 5,824 $366K 0.04% -172 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 424 shares; 2025Q1: 960 shares; 2025Q2: 1,005 shares; 2025Q3: 986 shares; 2025Q4: 1,083 shares 1,083 $365K 0.04% +97 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: not loaded; 2024Q4: 14,700 shares; 2025Q1: 14,300 shares; 2025Q2: 14,300 shares; 2025Q3: 15,150 shares; 2025Q4: 15,325 shares 15,325 $362K 0.04% +175 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,366 shares; 2025Q3: 3,515 shares; 2025Q4: 4,236 shares 4,236 $362K 0.04% +721 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: not loaded; 2024Q4: 4,176 shares; 2025Q1: 4,147 shares; 2025Q2: 4,185 shares; 2025Q3: 4,462 shares; 2025Q4: 4,337 shares 4,337 $359K 0.04% -125 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,554 shares; 2025Q1: 7,033 shares; 2025Q2: 6,597 shares; 2025Q3: 6,758 shares; 2025Q4: 7,630 shares 7,630 $351K 0.04% +872 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,784 shares; 2025Q1: 3,030 shares; 2025Q2: 3,029 shares; 2025Q3: 3,034 shares; 2025Q4: 2,985 shares 2,985 $350K 0.04% -49 Timeline SEPM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,995 shares; 2025Q4: 10,995 shares 10,995 $350K 0.04% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,984 shares; 2025Q1: 8,984 shares; 2025Q2: 8,624 shares; 2025Q3: 8,124 shares; 2025Q4: 7,418 shares 7,418 $348K 0.04% -706 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,626 shares; 2025Q1: 3,743 shares; 2025Q2: not reported; 2025Q3: 6,219 shares; 2025Q4: 6,402 shares 6,402 $345K 0.04% +183 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,813 shares; 2025Q1: 3,017 shares; 2025Q2: 2,145 shares; 2025Q3: 8,888 shares; 2025Q4: 2,243 shares 2,243 $342K 0.04% -6,645 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,448 shares; 2025Q1: 7,198 shares; 2025Q2: 7,198 shares; 2025Q3: 7,198 shares; 2025Q4: 7,198 shares 7,198 $342K 0.04% 0 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,864 shares; 2025Q1: 4,864 shares; 2025Q2: 6,364 shares; 2025Q3: 6,364 shares; 2025Q4: 6,364 shares 6,364 $340K 0.04% 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: not loaded; 2024Q4: 1,609 shares; 2025Q1: 1,576 shares; 2025Q2: 1,496 shares; 2025Q3: 1,276 shares; 2025Q4: 1,163 shares 1,163 $337K 0.04% -113 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,465 shares; 2025Q1: 12,269 shares; 2025Q2: 14,876 shares; 2025Q3: 14,609 shares; 2025Q4: 14,384 shares 14,384 $336K 0.04% -225 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: not loaded; 2024Q4: 1,390 shares; 2025Q1: 1,464 shares; 2025Q2: 1,205 shares; 2025Q3: 1,220 shares; 2025Q4: 1,225 shares 1,225 $330K 0.04% +5 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,065 shares; 2025Q1: 2,746 shares; 2025Q2: 2,155 shares; 2025Q3: 2,192 shares; 2025Q4: 487 shares 487 $329K 0.04% -1,705 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,704 shares; 2025Q4: 6,109 shares 6,109 $329K 0.04% +405 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,493 shares; 2025Q1: 4,041 shares; 2025Q2: 4,343 shares; 2025Q3: 4,322 shares; 2025Q4: 4,598 shares 4,598 $328K 0.04% +276 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 770 shares; 2025Q1: 1,065 shares; 2025Q2: 1,210 shares; 2025Q3: 1,274 shares; 2025Q4: 1,209 shares 1,209 $328K 0.04% -65 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,556 shares; 2025Q1: 6,695 shares; 2025Q2: 7,538 shares; 2025Q3: 6,845 shares; 2025Q4: 7,043 shares 7,043 $328K 0.04% +198 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 16,315 shares 16,315 $327K 0.04% +3,315 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,218 shares 5,218 $317K 0.04% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,379 shares; 2025Q1: 6,234 shares; 2025Q2: 6,107 shares; 2025Q3: 5,112 shares; 2025Q4: 4,011 shares 4,011 $317K 0.04% -1,101 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,111 shares; 2025Q1: 3,135 shares; 2025Q2: 3,169 shares; 2025Q3: 3,404 shares; 2025Q4: 3,455 shares 3,455 $314K 0.04% +51 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,847 shares; 2025Q1: 4,903 shares; 2025Q2: 4,908 shares; 2025Q3: 5,552 shares; 2025Q4: 5,538 shares 5,538 $314K 0.04% -14 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,713 shares; 2025Q1: 32,741 shares; 2025Q2: 34,838 shares; 2025Q3: 16,929 shares; 2025Q4: 13,722 shares 13,722 $314K 0.04% -3,207 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,763 shares; 2025Q1: 14,673 shares; 2025Q2: 15,427 shares; 2025Q3: 17,136 shares; 2025Q4: 9,345 shares 9,345 $313K 0.04% -7,791 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: not loaded; 2024Q4: 2,334 shares; 2025Q1: not reported; 2025Q2: 2,122 shares; 2025Q3: 2,873 shares; 2025Q4: 2,930 shares 2,930 $313K 0.04% +57 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,796 shares; 2025Q4: 6,125 shares 6,125 $309K 0.04% +329 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 377 shares; 2025Q3: 314 shares; 2025Q4: 454 shares 454 $306K 0.04% +140 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 822 shares; 2025Q4: 1,010 shares 1,010 $301K 0.03% +188 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 271 shares; 2025Q4: 318 shares 318 $297K 0.03% +47 Timeline RGR STURM RUGER & CO INC More: the full row for STURM RUGER & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,683 shares; 2025Q1: 9,089 shares; 2025Q2: 9,089 shares; 2025Q3: 9,089 shares; 2025Q4: 9,089 shares 9,089 $297K 0.03% 0 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: not loaded; 2024Q4: 8,520 shares; 2025Q1: 7,520 shares; 2025Q2: 7,520 shares; 2025Q3: 7,520 shares; 2025Q4: 7,186 shares 7,186 $296K 0.03% -334 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,854 shares; 2025Q4: 1,842 shares 1,842 $295K 0.03% -12 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 750 shares; 2025Q1: 567 shares; 2025Q2: 592 shares; 2025Q3: 669 shares; 2025Q4: 703 shares 703 $293K 0.03% +34 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,634 shares; 2025Q1: 5,646 shares; 2025Q2: 3,855 shares; 2025Q3: 3,934 shares; 2025Q4: 3,870 shares 3,870 $290K 0.03% -64 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 716 shares; 2025Q3: 787 shares; 2025Q4: 896 shares 896 $290K 0.03% +109 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,288 shares; 2025Q3: 13,186 shares; 2025Q4: 13,915 shares 13,915 $290K 0.03% +729 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,222 shares; 2025Q1: 2,156 shares; 2025Q2: 2,367 shares; 2025Q3: 3,451 shares; 2025Q4: 2,871 shares 2,871 $287K 0.03% -580 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,931 shares; 2025Q1: 21,510 shares; 2025Q2: 21,753 shares; 2025Q3: 12,048 shares; 2025Q4: 10,963 shares 10,963 $281K 0.03% -1,085 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 510 shares; 2025Q1: not reported; 2025Q2: 1,052 shares; 2025Q3: 1,130 shares; 2025Q4: 1,953 shares 1,953 $281K 0.03% +823 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,690 shares; 2025Q4: 12,190 shares 12,190 $281K 0.03% +2,500 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,659 shares; 2025Q4: 3,272 shares 3,272 $280K 0.03% +613 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 loaded; 2024Q4: 9,734 shares; 2025Q1: 6,249 shares; 2025Q2: 5,905 shares; 2025Q3: 5,914 shares; 2025Q4: 5,620 shares 5,620 $279K 0.03% -294 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,216 shares; 2025Q3: 11,017 shares; 2025Q4: 11,569 shares 11,569 $273K 0.03% +552 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,646 shares; 2025Q2: 2,850 shares; 2025Q3: 2,139 shares; 2025Q4: 2,224 shares 2,224 $273K 0.03% +85 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,636 shares; 2025Q1: 1,628 shares; 2025Q2: 1,600 shares; 2025Q3: 1,347 shares; 2025Q4: 1,241 shares 1,241 $273K 0.03% -106 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,710 shares; 2025Q1: 11,709 shares; 2025Q2: 9,842 shares; 2025Q3: 10,987 shares; 2025Q4: 11,683 shares 11,683 $272K 0.03% +696 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,928 shares; 2025Q1: 2,819 shares; 2025Q2: 2,819 shares; 2025Q3: 2,866 shares; 2025Q4: 2,774 shares 2,774 $271K 0.03% -92 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,783 shares; 2025Q1: 6,453 shares; 2025Q2: 5,541 shares; 2025Q3: 5,754 shares; 2025Q4: 1,332 shares 1,332 $270K 0.03% -4,422 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 loaded; 2024Q4: 1,339 shares; 2025Q1: 1,289 shares; 2025Q2: 3,582 shares; 2025Q3: 3,636 shares; 2025Q4: 846 shares 846 $269K 0.03% -2,790 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,523 shares; 2025Q1: 1,268 shares; 2025Q2: 1,316 shares; 2025Q3: 1,496 shares; 2025Q4: 1,531 shares 1,531 $269K 0.03% +35 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,500 shares; 2025Q3: 7,388 shares; 2025Q4: 8,880 shares 8,880 $269K 0.03% +1,492 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 784 shares; 2025Q2: 845 shares; 2025Q3: 531 shares; 2025Q4: 472 shares 472 $267K 0.03% -59 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,566 shares; 2025Q4: 1,859 shares 1,859 $266K 0.03% +293 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,548 shares; 2025Q2: 5,548 shares; 2025Q3: 5,130 shares; 2025Q4: 3,130 shares 3,130 $264K 0.03% -2,000 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,482 shares; 2025Q4: 2,884 shares 2,884 $262K 0.03% +402 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,344 shares; 2025Q1: 2,355 shares; 2025Q2: 2,348 shares; 2025Q3: 2,365 shares; 2025Q4: 2,367 shares 2,367 $261K 0.03% +2 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,108 shares; 2025Q1: 4,594 shares; 2025Q2: 4,726 shares; 2025Q3: 4,775 shares; 2025Q4: 4,514 shares 4,514 $260K 0.03% -261 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,135 shares; 2025Q4: 34,233 shares 34,233 $258K 0.03% +2,098 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,300 shares; 2025Q1: 14,400 shares; 2025Q2: 14,300 shares; 2025Q3: 12,000 shares; 2025Q4: 9,050 shares 9,050 $255K 0.03% -2,950 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,704 shares; 2025Q4: 4,407 shares 4,407 $252K 0.03% +703 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 loaded; 2024Q4: 4,219 shares; 2025Q1: 3,888 shares; 2025Q2: 3,888 shares; 2025Q3: 3,688 shares; 2025Q4: 3,688 shares 3,688 $252K 0.03% 0 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,871 shares 11,871 $252K 0.03% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,399 shares; 2025Q4: 2,487 shares 2,487 $248K 0.03% +88 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: not loaded; 2024Q4: 767 shares; 2025Q1: 1,117 shares; 2025Q2: 978 shares; 2025Q3: not reported; 2025Q4: 932 shares 932 $247K 0.03% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,871 shares; 2025Q1: 4,759 shares; 2025Q2: 4,565 shares; 2025Q3: 3,450 shares; 2025Q4: 5,518 shares 5,518 $247K 0.03% +2,068 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,250 shares; 2025Q3: 2,330 shares; 2025Q4: 1,013 shares 1,013 $246K 0.03% -1,317 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,208 shares; 2025Q1: 36,398 shares; 2025Q2: 7,125 shares; 2025Q3: 7,059 shares; 2025Q4: 6,763 shares 6,763 $245K 0.03% -296 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,896 shares; 2025Q1: 6,308 shares; 2025Q2: 5,360 shares; 2025Q3: 5,474 shares; 2025Q4: 1,302 shares 1,302 $245K 0.03% -4,172 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,064 shares; 2025Q2: 2,731 shares; 2025Q3: 3,093 shares; 2025Q4: 2,679 shares 2,679 $245K 0.03% -414 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,113 shares; 2025Q2: 1,145 shares; 2025Q3: 1,150 shares; 2025Q4: 1,156 shares 1,156 $243K 0.03% +6 Timeline MNR MACH NATURAL RESOURCES LP More: the full row for MACH NATURAL RESOURCES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 17,000 shares; 2025Q4: 22,000 shares 22,000 $243K 0.03% +5,000 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16,878 shares; 2025Q2: 20,101 shares; 2025Q3: 19,995 shares; 2025Q4: 18,023 shares 18,023 $236K 0.03% -1,972 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,847 shares; 2025Q1: 1,852 shares; 2025Q2: 1,858 shares; 2025Q3: 1,863 shares; 2025Q4: 1,720 shares 1,720 $231K 0.03% -143 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,931 shares 2,931 $230K 0.03% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,083 shares; 2025Q4: 794 shares 794 $228K 0.03% -289 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,289 shares; 2025Q4: 2,461 shares 2,461 $228K 0.03% +172 Timeline CXM SPRINKLR INC More: the full row for SPRINKLR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,147 shares; 2025Q1: 29,147 shares; 2025Q2: 29,147 shares; 2025Q3: 29,147 shares; 2025Q4: 29,147 shares 29,147 $227K 0.03% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,466 shares 2,466 $226K 0.03% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,280 shares; 2025Q3: 1,192 shares; 2025Q4: 1,120 shares 1,120 $224K 0.03% -72 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,401 shares; 2025Q1: 4,401 shares; 2025Q2: 4,401 shares; 2025Q3: 4,401 shares; 2025Q4: 4,401 shares 4,401 $223K 0.03% 0 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: not loaded; 2024Q4: 2,079 shares; 2025Q1: 1,991 shares; 2025Q2: 2,097 shares; 2025Q3: 1,775 shares; 2025Q4: 1,808 shares 1,808 $220K 0.03% +33 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: not loaded; 2024Q4: not reported; 2025Q1: 1,738 shares; 2025Q2: not reported; 2025Q3: 1,757 shares; 2025Q4: 1,819 shares 1,819 $217K 0.03% +62 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,020 shares; 2025Q4: 1,017 shares 1,017 $216K 0.02% -3 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,099 shares; 2025Q1: 1,586 shares; 2025Q2: 1,743 shares; 2025Q3: 1,918 shares; 2025Q4: 611 shares 611 $214K 0.02% -1,307 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: not loaded; 2024Q4: 2,673 shares; 2025Q1: 2,688 shares; 2025Q2: 2,697 shares; 2025Q3: 2,673 shares; 2025Q4: 2,711 shares 2,711 $214K 0.02% +38 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,300 shares; 2025Q1: 8,650 shares; 2025Q2: 8,650 shares; 2025Q3: 8,650 shares; 2025Q4: 6,392 shares 6,392 $207K 0.02% -2,258 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,451 shares; 2025Q1: not reported; 2025Q2: 1,823 shares; 2025Q3: 1,853 shares; 2025Q4: 1,815 shares 1,815 $206K 0.02% -38 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,901 shares; 2025Q3: not reported; 2025Q4: 9,549 shares 9,549 $205K 0.02% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,424 shares; 2025Q3: not reported; 2025Q4: 1,753 shares 1,753 $204K 0.02% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,722 shares; 2025Q1: 4,881 shares; 2025Q2: not reported; 2025Q3: 979 shares; 2025Q4: 953 shares 953 $204K 0.02% -26 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,757 shares 1,757 $203K 0.02% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,361 shares; 2025Q1: 13,959 shares; 2025Q2: 9,074 shares; 2025Q3: not reported; 2025Q4: 7,450 shares 7,450 $202K 0.02% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,223 shares; 2025Q1: 1,291 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,047 shares 1,047 $201K 0.02% new Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,228 shares; 2025Q1: 20,197 shares; 2025Q2: 12,218 shares; 2025Q3: 21,544 shares; 2025Q4: 24,628 shares 24,628 $191K 0.02% +3,084 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,793 shares 13,793 $177K 0.02% new Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,651 shares; 2025Q3: 14,851 shares; 2025Q4: 16,266 shares 16,266 $170K 0.02% +1,415 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,392 shares; 2025Q1: 15,215 shares; 2025Q2: 15,606 shares; 2025Q3: 10,718 shares; 2025Q4: 11,522 shares 11,522 $165K 0.02% +804 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $157K 0.02% 0 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 loaded; 2024Q4: 7,205 shares; 2025Q1: 6,759 shares; 2025Q2: not reported; 2025Q3: 455 shares; 2025Q4: 503 shares 503 $144K 0.02% +48 Timeline KODK EASTMAN KODAK CO More: the full row for EASTMAN KODAK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,950 shares; 2025Q1: 12,950 shares; 2025Q2: 12,950 shares; 2025Q3: 11,950 shares; 2025Q4: 11,950 shares 11,950 $101K 0.01% 0 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,489 shares; 2025Q2: 10,489 shares; 2025Q3: 10,489 shares; 2025Q4: 10,489 shares 10,489 $64.7K 0.01% 0 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,184 shares 3,184 $37.9K <0.01% new Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,710 shares; 2025Q3: 14,460 shares; 2025Q4: 14,660 shares 14,660 $11.1K <0.01% +200 Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,100 shares 1,100 $2.06K <0.01% new Timeline