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: 263,742 shares; 2024Q4: 255,292 shares; 2025Q1: 249,435 shares; 2025Q2: 246,882 shares; 2025Q3: 245,938 shares; 2025Q4: 242,776 shares 242,776 $115M 6.42% -3,162 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: 306,430 shares; 2024Q4: 277,740 shares; 2025Q1: 273,603 shares; 2025Q2: 271,172 shares; 2025Q3: 268,196 shares; 2025Q4: 252,603 shares 252,603 $65.5M 3.66% -15,593 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: 253,431 shares; 2024Q4: 254,207 shares; 2025Q1: 257,191 shares; 2025Q2: 249,939 shares; 2025Q3: 243,317 shares; 2025Q4: 228,896 shares 228,896 $42.7M 2.38% -14,421 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: 94,708 shares; 2024Q4: 93,057 shares; 2025Q1: 93,186 shares; 2025Q2: 90,524 shares; 2025Q3: 88,115 shares; 2025Q4: 85,751 shares 85,751 $41.8M 2.33% -2,364 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: 76,983 shares; 2024Q4: 67,962 shares; 2025Q1: 40,557 shares; 2025Q2: 65,488 shares; 2025Q3: 65,114 shares; 2025Q4: 65,200 shares 65,200 $40.5M 2.26% +86 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: 161,646 shares; 2024Q4: 168,004 shares; 2025Q1: 167,443 shares; 2025Q2: 169,459 shares; 2025Q3: 162,357 shares; 2025Q4: 162,664 shares 162,664 $38.7M 2.16% +307 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: 179,643 shares; 2024Q4: 176,331 shares; 2025Q1: 181,064 shares; 2025Q2: 183,165 shares; 2025Q3: 181,872 shares; 2025Q4: 178,489 shares 178,489 $34.6M 1.93% -3,383 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: 91,326 shares; 2024Q4: 94,570 shares; 2025Q1: 94,969 shares; 2025Q2: 95,368 shares; 2025Q3: 91,843 shares; 2025Q4: 88,568 shares 88,568 $28.8M 1.61% -3,275 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: 68,197 shares; 2024Q4: 68,276 shares; 2025Q1: 62,288 shares; 2025Q2: 63,552 shares; 2025Q3: 62,414 shares; 2025Q4: 60,937 shares 60,937 $28.8M 1.61% -1,477 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: 78,836 shares; 2024Q4: 52,315 shares; 2025Q1: 28,670 shares; 2025Q2: 47,248 shares; 2025Q3: 47,475 shares; 2025Q4: 41,642 shares 41,642 $28.8M 1.61% -5,833 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,072 shares; 2024Q4: 149,024 shares; 2025Q1: 157,009 shares; 2025Q2: 153,452 shares; 2025Q3: 156,075 shares; 2025Q4: 156,046 shares 156,046 $23.7M 1.32% -29 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: 66,717 shares; 2024Q4: 62,474 shares; 2025Q1: 18,171 shares; 2025Q2: 48,735 shares; 2025Q3: 49,661 shares; 2025Q4: 49,036 shares 49,036 $21.8M 1.22% -625 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: 63,332 shares; 2024Q4: 55,525 shares; 2025Q1: 55,272 shares; 2025Q2: 52,603 shares; 2025Q3: 45,977 shares; 2025Q4: 42,338 shares 42,338 $20.7M 1.16% -3,639 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: 22,624 shares; 2024Q4: 22,330 shares; 2025Q1: 21,746 shares; 2025Q2: 22,231 shares; 2025Q3: 21,873 shares; 2025Q4: 21,044 shares 21,044 $20.4M 1.14% -829 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,496 shares; 2024Q4: 199,148 shares; 2025Q1: 157,161 shares; 2025Q2: 205,083 shares; 2025Q3: 210,601 shares; 2025Q4: 231,011 shares 231,011 $18.2M 1.02% +20,410 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: 140,322 shares; 2024Q4: 135,430 shares; 2025Q1: 12,103 shares; 2025Q2: 138,531 shares; 2025Q3: 135,146 shares; 2025Q4: 128,443 shares 128,443 $17.1M 0.96% -6,703 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,497 shares; 2024Q4: 26,529 shares; 2025Q1: 494 shares; 2025Q2: 27,128 shares; 2025Q3: 26,022 shares; 2025Q4: 24,481 shares 24,481 $16.5M 0.92% -1,541 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: 191,395 shares; 2024Q4: 195,634 shares; 2025Q1: 95,941 shares; 2025Q2: 208,343 shares; 2025Q3: 216,823 shares; 2025Q4: 218,880 shares 218,880 $16.2M 0.91% +2,057 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: 42,751 shares; 2024Q4: 41,969 shares; 2025Q1: 41,159 shares; 2025Q2: 40,279 shares; 2025Q3: 43,129 shares; 2025Q4: 34,384 shares 34,384 $15.9M 0.89% -8,745 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: 13,194 shares; 2024Q4: 13,704 shares; 2025Q1: 1,707 shares; 2025Q2: 14,085 shares; 2025Q3: 15,293 shares; 2025Q4: 14,675 shares 14,675 $15.6M 0.87% -618 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: 272,428 shares; 2024Q4: 278,071 shares; 2025Q1: 80,264 shares; 2025Q2: 243,496 shares; 2025Q3: 245,409 shares; 2025Q4: 240,674 shares 240,674 $15.4M 0.86% -4,735 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,159 shares; 2024Q4: 143,970 shares; 2025Q1: 177,824 shares; 2025Q2: 169,684 shares; 2025Q3: 167,569 shares; 2025Q4: 142,183 shares 142,183 $15.3M 0.85% -25,386 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,450 shares; 2024Q4: 109,936 shares; 2025Q1: 118,661 shares; 2025Q2: 124,928 shares; 2025Q3: 118,437 shares; 2025Q4: 98,120 shares 98,120 $14.2M 0.79% -20,317 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,297 shares; 2024Q4: 289,422 shares; 2025Q1: 228,040 shares; 2025Q2: 340,441 shares; 2025Q3: 353,624 shares; 2025Q4: 352,616 shares 352,616 $14.1M 0.79% -1,008 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: 73,115 shares; 2024Q4: 70,437 shares; 2025Q1: 9,888 shares; 2025Q2: 47,588 shares; 2025Q3: 42,961 shares; 2025Q4: 41,724 shares 41,724 $13.7M 0.77% -1,237 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: 60,187 shares; 2024Q4: 63,204 shares; 2025Q1: 7,461 shares; 2025Q2: 49,954 shares; 2025Q3: 46,577 shares; 2025Q4: 41,073 shares 41,073 $13.5M 0.76% -5,504 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: 106,900 shares; 2024Q4: 111,282 shares; 2025Q1: 113,893 shares; 2025Q2: 119,284 shares; 2025Q3: 130,310 shares; 2025Q4: 133,081 shares 133,081 $13.3M 0.75% +2,771 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: 96,932 shares; 2024Q4: 97,581 shares; 2025Q1: 3,476 shares; 2025Q2: 95,630 shares; 2025Q3: 90,503 shares; 2025Q4: 88,252 shares 88,252 $12.7M 0.71% -2,251 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: 220,539 shares; 2024Q4: 238,476 shares; 2025Q1: 124,232 shares; 2025Q2: 221,153 shares; 2025Q3: 227,177 shares; 2025Q4: 250,578 shares 250,578 $12.1M 0.68% +23,401 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: 19,065 shares; 2024Q4: 20,705 shares; 2025Q1: 48,303 shares; 2025Q2: 52,582 shares; 2025Q3: 48,383 shares; 2025Q4: 49,768 shares 49,768 $12.1M 0.68% +1,385 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: 23,138 shares; 2024Q4: 18,611 shares; 2025Q1: 6,004 shares; 2025Q2: 16,832 shares; 2025Q3: 16,821 shares; 2025Q4: 17,311 shares 17,311 $11.9M 0.67% +490 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,071 shares; 2024Q4: 77,543 shares; 2025Q1: not reported; 2025Q2: 66,137 shares; 2025Q3: 59,560 shares; 2025Q4: 111,122 shares 111,122 $11.9M 0.66% +51,562 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,952 shares; 2024Q4: 119,700 shares; 2025Q1: 109,271 shares; 2025Q2: 113,993 shares; 2025Q3: 123,004 shares; 2025Q4: 113,569 shares 113,569 $11.7M 0.65% -9,435 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,541 shares; 2024Q4: 105,272 shares; 2025Q1: 95,193 shares; 2025Q2: 126,027 shares; 2025Q3: 132,605 shares; 2025Q4: 145,922 shares 145,922 $11.4M 0.63% +13,317 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: 151,752 shares; 2024Q4: 151,369 shares; 2025Q1: 29,058 shares; 2025Q2: 125,111 shares; 2025Q3: 127,613 shares; 2025Q4: 126,096 shares 126,096 $11.2M 0.63% -1,517 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: 37,172 shares; 2024Q4: 37,075 shares; 2025Q1: 23,819 shares; 2025Q2: 31,988 shares; 2025Q3: 31,046 shares; 2025Q4: 31,092 shares 31,092 $10.6M 0.59% +46 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: 47,572 shares; 2024Q4: 49,002 shares; 2025Q1: 44,911 shares; 2025Q2: 45,530 shares; 2025Q3: 47,292 shares; 2025Q4: 48,117 shares 48,117 $10.2M 0.57% +825 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,513 shares; 2024Q4: 25,688 shares; 2025Q1: 11,441 shares; 2025Q2: 27,491 shares; 2025Q3: 25,834 shares; 2025Q4: 25,713 shares 25,713 $9.76M 0.55% -121 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,836 shares; 2024Q4: 129,291 shares; 2025Q1: not reported; 2025Q2: 137,626 shares; 2025Q3: 135,733 shares; 2025Q4: 98,097 shares 98,097 $9.64M 0.54% -37,636 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: 64,130 shares; 2024Q4: 70,632 shares; 2025Q1: 72,610 shares; 2025Q2: 81,129 shares; 2025Q3: 82,196 shares; 2025Q4: 79,018 shares 79,018 $9.54M 0.53% -3,178 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: 11,347 shares; 2024Q4: 11,532 shares; 2025Q1: 9,623 shares; 2025Q2: 15,290 shares; 2025Q3: 14,217 shares; 2025Q4: 14,883 shares 14,883 $9.45M 0.53% +666 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,706 shares; 2024Q4: 35,359 shares; 2025Q1: 28,464 shares; 2025Q2: 33,230 shares; 2025Q3: 30,093 shares; 2025Q4: 29,598 shares 29,598 $9.35M 0.52% -495 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,040 shares; 2024Q4: 210,081 shares; 2025Q1: 212,693 shares; 2025Q2: 203,827 shares; 2025Q3: 214,971 shares; 2025Q4: 206,235 shares 206,235 $8.96M 0.5% -8,736 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: 28,084 shares; 2024Q4: 29,722 shares; 2025Q1: not reported; 2025Q2: 28,115 shares; 2025Q3: 27,187 shares; 2025Q4: 26,543 shares 26,543 $8.83M 0.49% -644 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: 35,434 shares; 2024Q4: 35,219 shares; 2025Q1: 16,797 shares; 2025Q2: 34,625 shares; 2025Q3: 33,843 shares; 2025Q4: 32,523 shares 32,523 $8.64M 0.48% -1,320 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: 108,136 shares; 2024Q4: 92,676 shares; 2025Q1: 7,255 shares; 2025Q2: 101,730 shares; 2025Q3: 97,553 shares; 2025Q4: 106,530 shares 106,530 $8.49M 0.47% +8,977 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,346 shares; 2024Q4: 50,165 shares; 2025Q1: not reported; 2025Q2: 49,043 shares; 2025Q3: 51,630 shares; 2025Q4: 57,847 shares 57,847 $8.45M 0.47% +6,217 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: 146,474 shares; 2024Q4: 149,299 shares; 2025Q1: 69,767 shares; 2025Q2: 91,316 shares; 2025Q3: 91,598 shares; 2025Q4: 90,799 shares 90,799 $8.38M 0.47% -799 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,663 shares; 2024Q4: 33,343 shares; 2025Q1: 51,245 shares; 2025Q2: 70,734 shares; 2025Q3: 72,242 shares; 2025Q4: 71,984 shares 71,984 $8.31M 0.46% -258 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,890 shares; 2024Q4: 41,970 shares; 2025Q1: 41,232 shares; 2025Q2: 81,303 shares; 2025Q3: 291,477 shares; 2025Q4: 229,166 shares 229,166 $8.21M 0.46% -62,311 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: 119,827 shares; 2024Q4: 132,015 shares; 2025Q1: 124,702 shares; 2025Q2: 119,305 shares; 2025Q3: 116,330 shares; 2025Q4: 117,046 shares 117,046 $7.91M 0.44% +716 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: 40,423 shares; 2024Q4: 36,793 shares; 2025Q1: 10,620 shares; 2025Q2: 37,981 shares; 2025Q3: 36,346 shares; 2025Q4: 35,268 shares 35,268 $7.86M 0.44% -1,078 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: 11,134 shares; 2024Q4: 8,091 shares; 2025Q1: 6,737 shares; 2025Q2: 11,202 shares; 2025Q3: 10,757 shares; 2025Q4: 11,724 shares 11,724 $7.81M 0.44% +967 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: 25,607 shares; 2024Q4: 26,299 shares; 2025Q1: 22,051 shares; 2025Q2: 26,895 shares; 2025Q3: 25,656 shares; 2025Q4: 25,558 shares 25,558 $7.47M 0.42% -98 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: 163,986 shares; 2024Q4: 164,665 shares; 2025Q1: 25,717 shares; 2025Q2: 168,151 shares; 2025Q3: 159,546 shares; 2025Q4: 156,083 shares 156,083 $7.42M 0.41% -3,463 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,779 shares; 2025Q4: 17,829 shares 17,829 $7.37M 0.41% +50 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,067 shares; 2024Q4: 77,397 shares; 2025Q1: 80,462 shares; 2025Q2: 83,753 shares; 2025Q3: 81,450 shares; 2025Q4: 79,462 shares 79,462 $7.35M 0.41% -1,988 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,031 shares; 2024Q4: 138,623 shares; 2025Q1: 173,162 shares; 2025Q2: 151,988 shares; 2025Q3: 142,732 shares; 2025Q4: 142,072 shares 142,072 $7.19M 0.4% -660 Timeline AVIV 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: 98,877 shares; 2024Q4: 94,263 shares; 2025Q1: 99,371 shares; 2025Q2: 99,775 shares; 2025Q3: 97,426 shares; 2025Q4: 97,487 shares 97,487 $6.97M 0.39% +61 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,342 shares; 2024Q4: 60,416 shares; 2025Q1: 63,727 shares; 2025Q2: 72,294 shares; 2025Q3: 73,534 shares; 2025Q4: 76,847 shares 76,847 $6.88M 0.38% +3,313 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,316 shares; 2024Q4: 43,060 shares; 2025Q1: 33,211 shares; 2025Q2: 40,139 shares; 2025Q3: 38,893 shares; 2025Q4: 37,714 shares 37,714 $6.83M 0.38% -1,179 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,110 shares; 2024Q4: 22,576 shares; 2025Q1: 23,915 shares; 2025Q2: 25,145 shares; 2025Q3: 8,406 shares; 2025Q4: 31,117 shares 31,117 $6.83M 0.38% +22,711 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: 71,098 shares; 2024Q4: 223,971 shares; 2025Q1: 181,462 shares; 2025Q2: 227,616 shares; 2025Q3: 230,831 shares; 2025Q4: 236,665 shares 236,665 $6.82M 0.38% +5,834 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: 105,690 shares; 2024Q4: 104,442 shares; 2025Q1: 34,429 shares; 2025Q2: 97,087 shares; 2025Q3: 92,139 shares; 2025Q4: 90,451 shares 90,451 $6.8M 0.38% -1,688 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,508 shares; 2024Q4: 3,359 shares; 2025Q1: 38,663 shares; 2025Q2: 32,313 shares; 2025Q3: 32,260 shares; 2025Q4: 31,513 shares 31,513 $6.79M 0.38% -747 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,648 shares; 2024Q4: 119,010 shares; 2025Q1: 120,299 shares; 2025Q2: 120,951 shares; 2025Q3: 120,869 shares; 2025Q4: 121,489 shares 121,489 $6.78M 0.38% +620 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: 24,157 shares; 2024Q4: 24,468 shares; 2025Q1: 20,070 shares; 2025Q2: 24,767 shares; 2025Q3: 24,672 shares; 2025Q4: 21,857 shares 21,857 $6.66M 0.37% -2,815 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: 85,509 shares; 2024Q4: 66,131 shares; 2025Q1: 56,886 shares; 2025Q2: 51,439 shares; 2025Q3: 50,315 shares; 2025Q4: 50,719 shares 50,719 $6.33M 0.35% +404 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,096 shares; 2025Q1: 53,789 shares; 2025Q2: 49,860 shares; 2025Q3: 49,538 shares; 2025Q4: 38,982 shares 38,982 $6.23M 0.35% -10,556 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,592 shares; 2024Q4: 44,402 shares; 2025Q1: 46,739 shares; 2025Q2: 47,688 shares; 2025Q3: 48,564 shares; 2025Q4: 51,759 shares 51,759 $6.13M 0.34% +3,195 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,133 shares; 2024Q4: 24,450 shares; 2025Q1: 25,241 shares; 2025Q2: 27,635 shares; 2025Q3: 28,664 shares; 2025Q4: 27,979 shares 27,979 $6.1M 0.34% -685 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: 104,598 shares; 2024Q4: 167,653 shares; 2025Q1: 35,614 shares; 2025Q2: 170,266 shares; 2025Q3: 163,271 shares; 2025Q4: 74,420 shares 74,420 $6.07M 0.34% -88,851 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: 17,227 shares; 2024Q4: 14,573 shares; 2025Q1: 14,427 shares; 2025Q2: 15,325 shares; 2025Q3: 15,820 shares; 2025Q4: 16,926 shares 16,926 $5.9M 0.33% +1,106 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,832 shares; 2025Q1: 5,017 shares; 2025Q2: 7,260 shares; 2025Q3: 6,832 shares; 2025Q4: 6,105 shares 6,105 $5.69M 0.32% -727 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,663 shares; 2024Q4: 28,592 shares; 2025Q1: 29,806 shares; 2025Q2: 36,857 shares; 2025Q3: 37,233 shares; 2025Q4: 40,159 shares 40,159 $5.68M 0.32% +2,926 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,260 shares; 2024Q4: 11,426 shares; 2025Q1: 9,538 shares; 2025Q2: 11,143 shares; 2025Q3: 11,269 shares; 2025Q4: 11,292 shares 11,292 $5.56M 0.31% +23 Timeline RWK 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: 18,704 shares; 2024Q4: 19,232 shares; 2025Q1: 20,600 shares; 2025Q2: 38,949 shares; 2025Q3: 39,595 shares; 2025Q4: 41,409 shares 41,409 $5.49M 0.31% +1,814 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,868 shares; 2024Q4: 64,060 shares; 2025Q1: 63,808 shares; 2025Q2: 60,856 shares; 2025Q3: 60,234 shares; 2025Q4: 59,133 shares 59,133 $5.46M 0.3% -1,101 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,064 shares; 2024Q4: 139,995 shares; 2025Q1: 104,449 shares; 2025Q2: 112,466 shares; 2025Q3: 114,553 shares; 2025Q4: 105,811 shares 105,811 $5.33M 0.3% -8,742 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: 52,918 shares; 2024Q4: 68,104 shares; 2025Q1: 74,513 shares; 2025Q2: 85,612 shares; 2025Q3: 87,630 shares; 2025Q4: 73,073 shares 73,073 $5.3M 0.3% -14,557 Timeline AIRR 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: 85,626 shares; 2024Q4: 89,787 shares; 2025Q1: 73,233 shares; 2025Q2: 59,989 shares; 2025Q3: 41,199 shares; 2025Q4: 47,114 shares 47,114 $5.29M 0.3% +5,915 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: 16,055 shares; 2024Q4: 16,809 shares; 2025Q1: 16,172 shares; 2025Q2: 15,696 shares; 2025Q3: 14,527 shares; 2025Q4: 13,289 shares 13,289 $5.14M 0.29% -1,238 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: 205,023 shares; 2024Q4: 225,682 shares; 2025Q1: 51,421 shares; 2025Q2: 90,076 shares; 2025Q3: 91,811 shares; 2025Q4: 90,070 shares 90,070 $5.04M 0.28% -1,741 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: 33,196 shares; 2024Q4: 24,338 shares; 2025Q1: 23,677 shares; 2025Q2: 23,702 shares; 2025Q3: 28,715 shares; 2025Q4: 23,388 shares 23,388 $5.04M 0.28% -5,327 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: 57,242 shares; 2024Q4: 60,769 shares; 2025Q1: not reported; 2025Q2: 60,519 shares; 2025Q3: 55,883 shares; 2025Q4: 40,511 shares 40,511 $5.04M 0.28% -15,372 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,620 shares; 2024Q4: 18,942 shares; 2025Q1: 15,340 shares; 2025Q2: 17,458 shares; 2025Q3: 17,584 shares; 2025Q4: 17,807 shares 17,807 $4.99M 0.28% +223 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: 100,053 shares; 2024Q4: 105,408 shares; 2025Q1: 42,997 shares; 2025Q2: 106,532 shares; 2025Q3: 105,424 shares; 2025Q4: 109,308 shares 109,308 $4.98M 0.28% +3,884 Timeline COMT 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: 165,472 shares; 2024Q4: 183,521 shares; 2025Q1: 158,429 shares; 2025Q2: 198,581 shares; 2025Q3: 198,865 shares; 2025Q4: 196,662 shares 196,662 $4.97M 0.28% -2,203 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: 24,588 shares; 2024Q4: 27,566 shares; 2025Q1: 9,127 shares; 2025Q2: 30,091 shares; 2025Q3: 31,248 shares; 2025Q4: 32,890 shares 32,890 $4.83M 0.27% +1,642 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: 20,280 shares; 2024Q4: 20,746 shares; 2025Q1: 20,378 shares; 2025Q2: 21,500 shares; 2025Q3: 20,859 shares; 2025Q4: 20,779 shares 20,779 $4.65M 0.26% -80 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,442 shares; 2024Q4: 46,164 shares; 2025Q1: 45,227 shares; 2025Q2: 45,245 shares; 2025Q3: 45,227 shares; 2025Q4: 37,878 shares 37,878 $4.61M 0.26% -7,349 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,400 shares; 2024Q4: 101,975 shares; 2025Q1: not reported; 2025Q2: 102,504 shares; 2025Q3: 41,408 shares; 2025Q4: 74,837 shares 74,837 $4.57M 0.26% +33,429 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,749 shares; 2024Q4: 82,799 shares; 2025Q1: 83,128 shares; 2025Q2: 83,803 shares; 2025Q3: 80,880 shares; 2025Q4: 80,004 shares 80,004 $4.55M 0.25% -876 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: 8,699 shares; 2024Q4: 8,687 shares; 2025Q1: 8,657 shares; 2025Q2: 8,661 shares; 2025Q3: 8,636 shares; 2025Q4: 8,592 shares 8,592 $4.54M 0.25% -44 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 132,030 shares 132,030 $4.51M 0.25% new Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 128,100 shares 128,100 $4.5M 0.25% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,241 shares; 2024Q4: 8,839 shares; 2025Q1: not reported; 2025Q2: 13,336 shares; 2025Q3: 14,226 shares; 2025Q4: 16,227 shares 16,227 $4.46M 0.25% +2,001 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: 29,581 shares; 2024Q4: 29,775 shares; 2025Q1: 29,782 shares; 2025Q2: 31,211 shares; 2025Q3: 30,822 shares; 2025Q4: 30,030 shares 30,030 $4.45M 0.25% -792 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: 34,423 shares; 2024Q4: 28,895 shares; 2025Q1: 25,283 shares; 2025Q2: 28,888 shares; 2025Q3: 27,642 shares; 2025Q4: 26,189 shares 26,189 $4.39M 0.25% -1,453 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910,476 shares; 2024Q4: 913,051 shares; 2025Q1: 1,000,351 shares; 2025Q2: 1,024,479 shares; 2025Q3: 874,283 shares; 2025Q4: 870,796 shares 870,796 $4.37M 0.24% -3,487 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,702 shares; 2024Q4: 51,944 shares; 2025Q1: 52,014 shares; 2025Q2: 51,918 shares; 2025Q3: 51,933 shares; 2025Q4: 51,942 shares 51,942 $4.32M 0.24% +9 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,950 shares; 2024Q4: 164,035 shares; 2025Q1: 42,026 shares; 2025Q2: 172,880 shares; 2025Q3: 166,631 shares; 2025Q4: 169,211 shares 169,211 $4.25M 0.24% +2,580 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,151 shares; 2024Q4: not reported; 2025Q1: 37,023 shares; 2025Q2: 40,879 shares; 2025Q3: 39,274 shares; 2025Q4: 30,857 shares 30,857 $4.21M 0.24% -8,417 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: 52,986 shares; 2024Q4: 84,595 shares; 2025Q1: 29,952 shares; 2025Q2: 61,697 shares; 2025Q3: 63,016 shares; 2025Q4: 69,054 shares 69,054 $4.18M 0.23% +6,038 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72,654 shares; 2025Q2: 73,351 shares; 2025Q3: 72,254 shares; 2025Q4: 43,743 shares 43,743 $4.15M 0.23% -28,511 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: 36,144 shares; 2024Q4: 32,241 shares; 2025Q1: 5,073 shares; 2025Q2: 25,145 shares; 2025Q3: 22,465 shares; 2025Q4: 20,029 shares 20,029 $3.87M 0.22% -2,436 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,913 shares; 2025Q4: 105,709 shares 105,709 $3.78M 0.21% +29,796 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,089 shares 75,089 $3.73M 0.21% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,893 shares; 2024Q4: 37,128 shares; 2025Q1: 27,324 shares; 2025Q2: 40,242 shares; 2025Q3: 41,632 shares; 2025Q4: 37,116 shares 37,116 $3.6M 0.2% -4,516 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: 21,792 shares; 2024Q4: 21,940 shares; 2025Q1: 19,661 shares; 2025Q2: 21,793 shares; 2025Q3: 21,124 shares; 2025Q4: 21,459 shares 21,459 $3.57M 0.2% +335 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: 24,509 shares; 2024Q4: 24,101 shares; 2025Q1: 3,635 shares; 2025Q2: 24,862 shares; 2025Q3: 23,402 shares; 2025Q4: 22,700 shares 22,700 $3.57M 0.2% -702 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,832 shares; 2024Q4: 43,761 shares; 2025Q1: 42,858 shares; 2025Q2: 44,256 shares; 2025Q3: 43,859 shares; 2025Q4: 46,794 shares 46,794 $3.57M 0.2% +2,935 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,880 shares; 2025Q1: 1,780 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $3.54M 0.2% 0 Timeline EMB 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: 62,295 shares; 2024Q4: 64,169 shares; 2025Q1: 28,182 shares; 2025Q2: 35,911 shares; 2025Q3: 36,606 shares; 2025Q4: 36,377 shares 36,377 $3.51M 0.2% -229 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: 72,428 shares; 2024Q4: 71,871 shares; 2025Q1: 71,598 shares; 2025Q2: 71,227 shares; 2025Q3: 68,703 shares; 2025Q4: 66,812 shares 66,812 $3.49M 0.2% -1,891 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,638 shares; 2024Q4: 102,355 shares; 2025Q1: 116,290 shares; 2025Q2: 113,252 shares; 2025Q3: 115,943 shares; 2025Q4: 118,722 shares 118,722 $3.48M 0.19% +2,779 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,315 shares; 2025Q3: 101,769 shares; 2025Q4: 61,843 shares 61,843 $3.38M 0.19% -39,926 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: 2,149 shares; 2024Q4: 2,105 shares; 2025Q1: 2,098 shares; 2025Q2: 2,208 shares; 2025Q3: 2,413 shares; 2025Q4: 2,417 shares 2,417 $3.38M 0.19% +4 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: 39,806 shares; 2024Q4: 36,159 shares; 2025Q1: 14,266 shares; 2025Q2: 16,362 shares; 2025Q3: 16,407 shares; 2025Q4: 13,501 shares 13,501 $3.34M 0.19% -2,906 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,737 shares; 2024Q4: 22,983 shares; 2025Q1: 25,077 shares; 2025Q2: 25,858 shares; 2025Q3: 25,837 shares; 2025Q4: 28,602 shares 28,602 $3.33M 0.19% +2,765 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,830 shares; 2024Q4: 45,999 shares; 2025Q1: 44,339 shares; 2025Q2: 52,271 shares; 2025Q3: 53,838 shares; 2025Q4: 56,550 shares 56,550 $3.32M 0.19% +2,712 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,279 shares; 2024Q4: 24,626 shares; 2025Q1: 27,471 shares; 2025Q2: 29,741 shares; 2025Q3: 30,232 shares; 2025Q4: 29,977 shares 29,977 $3.31M 0.18% -255 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,521 shares; 2024Q4: 72,996 shares; 2025Q1: 76,269 shares; 2025Q2: 116,385 shares; 2025Q3: 115,004 shares; 2025Q4: 101,348 shares 101,348 $3.29M 0.18% -13,656 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,770 shares; 2025Q4: 42,937 shares 42,937 $3.27M 0.18% +34,167 Timeline GLDD GREAT LAKES DREDGE & DOCK CO More: the full row for GREAT LAKES DREDGE & DOCK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 217,450 shares 217,450 $3.24M 0.18% new 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: 18,905 shares; 2024Q4: 66,719 shares; 2025Q1: 79,459 shares; 2025Q2: 120,046 shares; 2025Q3: 120,135 shares; 2025Q4: 63,677 shares 63,677 $3.23M 0.18% -56,458 Timeline NIKL SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153,385 shares 153,385 $3.16M 0.18% new 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: 14,544 shares; 2024Q4: 13,863 shares; 2025Q1: 8,718 shares; 2025Q2: 18,934 shares; 2025Q3: 19,301 shares; 2025Q4: 16,726 shares 16,726 $3.16M 0.18% -2,575 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: 24,038 shares; 2024Q4: 28,152 shares; 2025Q1: 29,965 shares; 2025Q2: 39,186 shares; 2025Q3: 38,132 shares; 2025Q4: 38,017 shares 38,017 $3.15M 0.18% -115 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,544 shares 32,544 $3.11M 0.17% 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: 19,720 shares; 2024Q4: 20,616 shares; 2025Q1: 6,494 shares; 2025Q2: 20,674 shares; 2025Q3: 17,194 shares; 2025Q4: 15,192 shares 15,192 $3.04M 0.17% -2,002 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,802 shares; 2024Q4: 4,804 shares; 2025Q1: 4,792 shares; 2025Q2: 4,656 shares; 2025Q3: 4,909 shares; 2025Q4: 4,952 shares 4,952 $3.03M 0.17% +43 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: 10,762 shares; 2024Q4: 11,178 shares; 2025Q1: 9,420 shares; 2025Q2: 10,293 shares; 2025Q3: 9,850 shares; 2025Q4: 9,106 shares 9,106 $3.01M 0.17% -744 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: 9,676 shares; 2024Q4: 9,643 shares; 2025Q1: 7,740 shares; 2025Q2: 9,373 shares; 2025Q3: 9,386 shares; 2025Q4: 10,065 shares 10,065 $2.98M 0.17% +679 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: 18,733 shares; 2024Q4: 15,181 shares; 2025Q1: 15,300 shares; 2025Q2: 17,571 shares; 2025Q3: 16,745 shares; 2025Q4: 13,559 shares 13,559 $2.94M 0.16% -3,186 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: 7,501 shares; 2024Q4: 7,529 shares; 2025Q1: 7,536 shares; 2025Q2: 7,270 shares; 2025Q3: 7,217 shares; 2025Q4: 7,114 shares 7,114 $2.92M 0.16% -103 Timeline TAN 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: 9,840 shares; 2024Q4: 8,117 shares; 2025Q1: 10,865 shares; 2025Q2: 13,034 shares; 2025Q3: 16,828 shares; 2025Q4: 54,899 shares 54,899 $2.91M 0.16% +38,071 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,761 shares; 2024Q4: 60,444 shares; 2025Q1: 36,104 shares; 2025Q2: 79,259 shares; 2025Q3: 81,361 shares; 2025Q4: 80,926 shares 80,926 $2.88M 0.16% -435 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,568 shares; 2024Q4: 11,353 shares; 2025Q1: 10,587 shares; 2025Q2: 12,468 shares; 2025Q3: 13,146 shares; 2025Q4: 32,005 shares 32,005 $2.7M 0.15% +18,859 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,807 shares; 2024Q4: 62,364 shares; 2025Q1: 61,395 shares; 2025Q2: 70,827 shares; 2025Q3: 70,067 shares; 2025Q4: 70,211 shares 70,211 $2.7M 0.15% +144 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: 68,704 shares; 2024Q4: 86,416 shares; 2025Q1: 101,703 shares; 2025Q2: 65,267 shares; 2025Q3: 61,613 shares; 2025Q4: 53,001 shares 53,001 $2.68M 0.15% -8,612 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: 13,263 shares; 2024Q4: 13,029 shares; 2025Q1: 11,543 shares; 2025Q2: 10,728 shares; 2025Q3: 10,398 shares; 2025Q4: 10,406 shares 10,406 $2.64M 0.15% +8 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,959 shares; 2024Q4: 14,947 shares; 2025Q1: 14,957 shares; 2025Q2: 15,018 shares; 2025Q3: 15,031 shares; 2025Q4: 15,114 shares 15,114 $2.61M 0.15% +83 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,469 shares; 2024Q4: 421,000 shares; 2025Q1: 591,000 shares; 2025Q2: 572,000 shares; 2025Q3: 440,500 shares; 2025Q4: 440,500 shares 440,500 $2.59M 0.14% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,573 shares; 2024Q4: 48,428 shares; 2025Q1: 34,910 shares; 2025Q2: 62,977 shares; 2025Q3: 66,844 shares; 2025Q4: 67,484 shares 67,484 $2.58M 0.14% +640 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,136 shares; 2024Q4: 21,814 shares; 2025Q1: 17,872 shares; 2025Q2: 21,516 shares; 2025Q3: 21,520 shares; 2025Q4: 21,483 shares 21,483 $2.58M 0.14% -37 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,110 shares; 2024Q4: 11,110 shares; 2025Q1: 11,112 shares; 2025Q2: 11,195 shares; 2025Q3: 11,706 shares; 2025Q4: 11,126 shares 11,126 $2.49M 0.14% -580 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: 109,161 shares; 2024Q4: 127,703 shares; 2025Q1: 117,134 shares; 2025Q2: 113,962 shares; 2025Q3: 117,115 shares; 2025Q4: 105,351 shares 105,351 $2.48M 0.14% -11,764 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,829 shares; 2024Q4: 25,545 shares; 2025Q1: 18,692 shares; 2025Q2: 31,690 shares; 2025Q3: 33,471 shares; 2025Q4: 36,533 shares 36,533 $2.47M 0.14% +3,062 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: 13,480 shares; 2024Q4: 13,098 shares; 2025Q1: 3,371 shares; 2025Q2: 13,212 shares; 2025Q3: 12,920 shares; 2025Q4: 12,842 shares 12,842 $2.46M 0.14% -78 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: 17,767 shares; 2024Q4: 17,123 shares; 2025Q1: 6,768 shares; 2025Q2: 9,746 shares; 2025Q3: 9,580 shares; 2025Q4: 9,722 shares 9,722 $2.45M 0.14% +142 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,523 shares; 2024Q4: 30,703 shares; 2025Q1: 31,545 shares; 2025Q2: 30,566 shares; 2025Q3: 25,373 shares; 2025Q4: 25,742 shares 25,742 $2.44M 0.14% +369 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: 22,708 shares; 2024Q4: 21,657 shares; 2025Q1: 22,482 shares; 2025Q2: 21,911 shares; 2025Q3: 21,088 shares; 2025Q4: 20,540 shares 20,540 $2.41M 0.13% -548 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: 43,472 shares; 2024Q4: 39,969 shares; 2025Q1: 38,499 shares; 2025Q2: 49,362 shares; 2025Q3: 67,607 shares; 2025Q4: 52,154 shares 52,154 $2.41M 0.13% -15,453 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 6,178 shares; 2025Q1: 4,742 shares; 2025Q2: 5,087 shares; 2025Q3: 5,077 shares; 2025Q4: 5,038 shares 5,038 $2.4M 0.13% -39 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,169 shares; 2024Q4: 10,746 shares; 2025Q1: 10,647 shares; 2025Q2: 10,294 shares; 2025Q3: 10,144 shares; 2025Q4: 10,100 shares 10,100 $2.39M 0.13% -44 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: 26,641 shares; 2024Q4: 27,228 shares; 2025Q1: 25,338 shares; 2025Q2: 26,632 shares; 2025Q3: 27,141 shares; 2025Q4: 27,648 shares 27,648 $2.36M 0.13% +507 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,036 shares; 2024Q4: 53,868 shares; 2025Q1: 54,269 shares; 2025Q2: 54,004 shares; 2025Q3: 52,523 shares; 2025Q4: 49,305 shares 49,305 $2.35M 0.13% -3,218 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,664 shares; 2024Q4: 9,665 shares; 2025Q1: 9,669 shares; 2025Q2: 9,675 shares; 2025Q3: 9,676 shares; 2025Q4: 9,678 shares 9,678 $2.34M 0.13% +2 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: 98,640 shares; 2024Q4: 114,282 shares; 2025Q1: 112,759 shares; 2025Q2: 105,398 shares; 2025Q3: 104,460 shares; 2025Q4: 43,736 shares 43,736 $2.34M 0.13% -60,724 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: 7,423 shares; 2024Q4: 7,232 shares; 2025Q1: 6,489 shares; 2025Q2: 6,694 shares; 2025Q3: 6,245 shares; 2025Q4: 6,113 shares 6,113 $2.3M 0.13% -132 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,592 shares; 2024Q4: 21,598 shares; 2025Q1: 12,342 shares; 2025Q2: 19,194 shares; 2025Q3: 18,864 shares; 2025Q4: 16,547 shares 16,547 $2.28M 0.13% -2,317 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: 16,307 shares; 2024Q4: 25,723 shares; 2025Q1: not reported; 2025Q2: 13,322 shares; 2025Q3: 18,745 shares; 2025Q4: 46,680 shares 46,680 $2.28M 0.13% +27,935 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: 18,187 shares; 2024Q4: 23,306 shares; 2025Q1: 1,570 shares; 2025Q2: 22,687 shares; 2025Q3: 22,152 shares; 2025Q4: 11,187 shares 11,187 $2.27M 0.13% -10,965 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,198 shares; 2024Q4: 4,386 shares; 2025Q1: 4,366 shares; 2025Q2: 5,125 shares; 2025Q3: 6,539 shares; 2025Q4: 6,457 shares 6,457 $2.27M 0.13% -82 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,367 shares; 2024Q4: 10,431 shares; 2025Q1: 10,555 shares; 2025Q2: 22,454 shares; 2025Q3: 11,347 shares; 2025Q4: 27,381 shares 27,381 $2.27M 0.13% +16,034 Timeline VXX BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84,775 shares 84,775 $2.25M 0.13% new 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: 3,838 shares; 2024Q4: 3,997 shares; 2025Q1: 6,348 shares; 2025Q2: 6,036 shares; 2025Q3: 5,665 shares; 2025Q4: 25,910 shares 25,910 $2.23M 0.12% +20,245 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 3,555 shares; 2025Q1: 2,845 shares; 2025Q2: 3,404 shares; 2025Q3: 3,228 shares; 2025Q4: 2,892 shares 2,892 $2.2M 0.12% -336 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,314 shares; 2024Q4: 4,667 shares; 2025Q1: not reported; 2025Q2: 3,762 shares; 2025Q3: 4,396 shares; 2025Q4: 3,508 shares 3,508 $2.19M 0.12% -888 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: 5,311 shares; 2024Q4: 8,048 shares; 2025Q1: 7,638 shares; 2025Q2: 21,650 shares; 2025Q3: 21,572 shares; 2025Q4: 23,749 shares 23,749 $2.18M 0.12% +2,177 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 7,809 shares; 2025Q1: not reported; 2025Q2: 9,960 shares; 2025Q3: 9,714 shares; 2025Q4: 9,550 shares 9,550 $2.17M 0.12% -164 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: 5,280 shares; 2024Q4: 5,314 shares; 2025Q1: 6,293 shares; 2025Q2: 15,007 shares; 2025Q3: 6,257 shares; 2025Q4: 6,558 shares 6,558 $2.16M 0.12% +301 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,811 shares; 2024Q4: 55,555 shares; 2025Q1: 33,249 shares; 2025Q2: 65,967 shares; 2025Q3: 63,433 shares; 2025Q4: 65,868 shares 65,868 $2.14M 0.12% +2,435 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,925 shares 46,925 $2.12M 0.12% new Timeline AVEM 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: 14,762 shares; 2024Q4: 15,944 shares; 2025Q1: 16,831 shares; 2025Q2: 19,604 shares; 2025Q3: 25,357 shares; 2025Q4: 25,102 shares 25,102 $2.08M 0.12% -255 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,192 shares; 2024Q4: 34,502 shares; 2025Q1: 39,665 shares; 2025Q2: 40,917 shares; 2025Q3: 43,229 shares; 2025Q4: 50,056 shares 50,056 $2.08M 0.12% +6,827 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 6,286 shares; 2025Q1: 6,698 shares; 2025Q2: 7,047 shares; 2025Q3: 5,976 shares; 2025Q4: 8,934 shares 8,934 $2.05M 0.11% +2,958 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: 27,582 shares; 2024Q4: 27,291 shares; 2025Q1: 24,136 shares; 2025Q2: 26,527 shares; 2025Q3: 26,582 shares; 2025Q4: 28,344 shares 28,344 $2.05M 0.11% +1,762 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,578 shares; 2024Q4: 15,880 shares; 2025Q1: 14,896 shares; 2025Q2: 9,189 shares; 2025Q3: 8,865 shares; 2025Q4: 6,847 shares 6,847 $2.03M 0.11% -2,018 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,868 shares; 2024Q4: 5,144 shares; 2025Q1: not reported; 2025Q2: 17,116 shares; 2025Q3: 18,996 shares; 2025Q4: 9,204 shares 9,204 $2.02M 0.11% -9,792 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,527 shares; 2024Q4: 27,379 shares; 2025Q1: 24,976 shares; 2025Q2: 26,773 shares; 2025Q3: 24,715 shares; 2025Q4: 25,953 shares 25,953 $2.01M 0.11% +1,238 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,057 shares; 2024Q4: 21,254 shares; 2025Q1: not reported; 2025Q2: 10,806 shares; 2025Q3: 14,516 shares; 2025Q4: 16,161 shares 16,161 $1.98M 0.11% +1,645 Timeline FREL 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: 65,620 shares; 2024Q4: 65,302 shares; 2025Q1: 67,617 shares; 2025Q2: 64,360 shares; 2025Q3: 66,651 shares; 2025Q4: 70,140 shares 70,140 $1.93M 0.11% +3,489 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,565 shares; 2024Q4: 16,764 shares; 2025Q1: 10,567 shares; 2025Q2: 13,602 shares; 2025Q3: 13,425 shares; 2025Q4: 12,839 shares 12,839 $1.89M 0.11% -586 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,124 shares; 2024Q4: 16,681 shares; 2025Q1: 9,951 shares; 2025Q2: 17,207 shares; 2025Q3: 16,998 shares; 2025Q4: 17,089 shares 17,089 $1.89M 0.11% +91 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: 20,597 shares; 2024Q4: 23,920 shares; 2025Q1: 23,602 shares; 2025Q2: 23,179 shares; 2025Q3: 24,691 shares; 2025Q4: 15,559 shares 15,559 $1.85M 0.1% -9,132 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,730 shares; 2024Q4: 7,320 shares; 2025Q1: 8,814 shares; 2025Q2: 8,372 shares; 2025Q3: 8,759 shares; 2025Q4: 5,375 shares 5,375 $1.85M 0.1% -3,384 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: 13,916 shares; 2024Q4: 11,312 shares; 2025Q1: not reported; 2025Q2: 21,146 shares; 2025Q3: 19,861 shares; 2025Q4: 20,224 shares 20,224 $1.85M 0.1% +363 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,567 shares; 2024Q4: 82,576 shares; 2025Q1: 61,979 shares; 2025Q2: 55,040 shares; 2025Q3: 51,564 shares; 2025Q4: 48,179 shares 48,179 $1.83M 0.1% -3,385 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,153 shares; 2024Q4: 9,011 shares; 2025Q1: 9,097 shares; 2025Q2: 9,723 shares; 2025Q3: 10,220 shares; 2025Q4: 10,039 shares 10,039 $1.82M 0.1% -181 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: 16,502 shares; 2024Q4: 16,489 shares; 2025Q1: 15,164 shares; 2025Q2: 15,105 shares; 2025Q3: 14,174 shares; 2025Q4: 13,239 shares 13,239 $1.8M 0.1% -935 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,022 shares; 2024Q4: 6,953 shares; 2025Q1: 15,455 shares; 2025Q2: 28,172 shares; 2025Q3: 31,634 shares; 2025Q4: 32,792 shares 32,792 $1.78M 0.1% +1,158 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,467 shares; 2024Q4: 21,129 shares; 2025Q1: 15,234 shares; 2025Q2: 22,071 shares; 2025Q3: 22,132 shares; 2025Q4: 21,821 shares 21,821 $1.76M 0.1% -311 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: 6,845 shares; 2024Q4: 6,340 shares; 2025Q1: 6,329 shares; 2025Q2: 7,128 shares; 2025Q3: 6,992 shares; 2025Q4: 6,795 shares 6,795 $1.75M 0.1% -197 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: 6,132 shares; 2024Q4: 9,158 shares; 2025Q1: 9,945 shares; 2025Q2: 10,736 shares; 2025Q3: 6,859 shares; 2025Q4: 6,155 shares 6,155 $1.73M 0.1% -704 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,962 shares; 2024Q4: 8,001 shares; 2025Q1: 7,983 shares; 2025Q2: 8,658 shares; 2025Q3: 7,710 shares; 2025Q4: 7,447 shares 7,447 $1.72M 0.1% -263 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,662 shares; 2024Q4: 15,768 shares; 2025Q1: 15,325 shares; 2025Q2: 15,163 shares; 2025Q3: 15,326 shares; 2025Q4: 14,684 shares 14,684 $1.69M 0.09% -642 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,253 shares; 2024Q4: 3,483 shares; 2025Q1: 3,367 shares; 2025Q2: 3,922 shares; 2025Q3: 3,581 shares; 2025Q4: 3,570 shares 3,570 $1.67M 0.09% -11 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: 35,141 shares; 2024Q4: 35,241 shares; 2025Q1: 33,505 shares; 2025Q2: 44,541 shares; 2025Q3: 45,535 shares; 2025Q4: 42,083 shares 42,083 $1.67M 0.09% -3,452 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,410 shares; 2024Q4: 28,851 shares; 2025Q1: 14,160 shares; 2025Q2: 45,749 shares; 2025Q3: 47,528 shares; 2025Q4: 47,634 shares 47,634 $1.65M 0.09% +106 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,637 shares; 2024Q4: 30,986 shares; 2025Q1: not reported; 2025Q2: 27,664 shares; 2025Q3: 27,658 shares; 2025Q4: 27,764 shares 27,764 $1.64M 0.09% +106 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,562 shares; 2024Q4: 4,031 shares; 2025Q1: not reported; 2025Q2: 9,892 shares; 2025Q3: 13,504 shares; 2025Q4: 15,899 shares 15,899 $1.6M 0.09% +2,395 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,309 shares; 2024Q4: 4,306 shares; 2025Q1: 4,303 shares; 2025Q2: 4,317 shares; 2025Q3: 4,412 shares; 2025Q4: 4,494 shares 4,494 $1.6M 0.09% +82 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,791 shares 25,791 $1.58M 0.09% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,608 shares; 2024Q4: 23,357 shares; 2025Q1: 24,838 shares; 2025Q2: 23,809 shares; 2025Q3: 23,840 shares; 2025Q4: 9,590 shares 9,590 $1.58M 0.09% -14,250 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: 5,117 shares; 2024Q4: 5,187 shares; 2025Q1: 696 shares; 2025Q2: 5,176 shares; 2025Q3: 5,009 shares; 2025Q4: 5,038 shares 5,038 $1.57M 0.09% +29 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,104 shares; 2024Q4: 44,635 shares; 2025Q1: 58,658 shares; 2025Q2: 62,979 shares; 2025Q3: 58,430 shares; 2025Q4: 60,709 shares 60,709 $1.57M 0.09% +2,279 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: 22,616 shares; 2024Q4: 22,631 shares; 2025Q1: 24,093 shares; 2025Q2: 13,944 shares; 2025Q3: 17,006 shares; 2025Q4: 9,877 shares 9,877 $1.56M 0.09% -7,129 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,490 shares; 2024Q4: 23,931 shares; 2025Q1: 22,134 shares; 2025Q2: 22,848 shares; 2025Q3: 22,753 shares; 2025Q4: 22,676 shares 22,676 $1.55M 0.09% -77 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,797 shares; 2024Q4: 3,861 shares; 2025Q1: 3,859 shares; 2025Q2: 9,113 shares; 2025Q3: 9,368 shares; 2025Q4: 8,355 shares 8,355 $1.53M 0.09% -1,013 Timeline XLC 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: 34,147 shares; 2024Q4: 37,820 shares; 2025Q1: not reported; 2025Q2: 34,872 shares; 2025Q3: 34,049 shares; 2025Q4: 12,939 shares 12,939 $1.52M 0.09% -21,110 Timeline VGIT 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: 18,379 shares; 2024Q4: 19,220 shares; 2025Q1: 20,190 shares; 2025Q2: 24,295 shares; 2025Q3: 24,220 shares; 2025Q4: 25,420 shares 25,420 $1.52M 0.09% +1,200 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,664 shares; 2024Q4: 18,274 shares; 2025Q1: 12,190 shares; 2025Q2: 22,456 shares; 2025Q3: 21,480 shares; 2025Q4: 14,103 shares 14,103 $1.51M 0.08% -7,377 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: 12,271 shares; 2024Q4: 12,925 shares; 2025Q1: 13,645 shares; 2025Q2: 16,064 shares; 2025Q3: 18,672 shares; 2025Q4: 16,123 shares 16,123 $1.5M 0.08% -2,549 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: 9,383 shares; 2024Q4: 8,679 shares; 2025Q1: 3,788 shares; 2025Q2: 10,631 shares; 2025Q3: 10,453 shares; 2025Q4: 10,345 shares 10,345 $1.5M 0.08% -108 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,503 shares; 2024Q4: 12,388 shares; 2025Q1: not reported; 2025Q2: 13,819 shares; 2025Q3: 14,509 shares; 2025Q4: 15,262 shares 15,262 $1.49M 0.08% +753 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: 30,263 shares; 2024Q4: 30,263 shares; 2025Q1: not reported; 2025Q2: 30,862 shares; 2025Q3: 30,983 shares; 2025Q4: 33,453 shares 33,453 $1.49M 0.08% +2,470 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: 10,558 shares; 2024Q4: 13,932 shares; 2025Q1: 19,461 shares; 2025Q2: 18,500 shares; 2025Q3: 20,889 shares; 2025Q4: 14,791 shares 14,791 $1.48M 0.08% -6,098 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: 1,596 shares; 2024Q4: 1,677 shares; 2025Q1: not reported; 2025Q2: 2,352 shares; 2025Q3: 1,636 shares; 2025Q4: 1,590 shares 1,590 $1.47M 0.08% -46 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,948 shares; 2024Q4: 6,546 shares; 2025Q1: 2,582 shares; 2025Q2: 5,787 shares; 2025Q3: 5,647 shares; 2025Q4: 5,578 shares 5,578 $1.46M 0.08% -69 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,319 shares; 2024Q4: 88,489 shares; 2025Q1: 76,748 shares; 2025Q2: 71,810 shares; 2025Q3: 69,252 shares; 2025Q4: 69,702 shares 69,702 $1.45M 0.08% +450 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,117 shares; 2024Q4: 42,386 shares; 2025Q1: 37,807 shares; 2025Q2: 37,267 shares; 2025Q3: 35,436 shares; 2025Q4: 33,640 shares 33,640 $1.44M 0.08% -1,796 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,007 shares; 2024Q4: 20,729 shares; 2025Q1: 20,729 shares; 2025Q2: 25,438 shares; 2025Q3: 25,656 shares; 2025Q4: 28,019 shares 28,019 $1.43M 0.08% +2,363 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,145 shares; 2024Q4: 7,131 shares; 2025Q1: 7,082 shares; 2025Q2: 7,309 shares; 2025Q3: 7,368 shares; 2025Q4: 7,304 shares 7,304 $1.43M 0.08% -64 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: 18,570 shares; 2024Q4: 19,176 shares; 2025Q1: 19,875 shares; 2025Q2: 21,267 shares; 2025Q3: 19,038 shares; 2025Q4: 18,512 shares 18,512 $1.43M 0.08% -526 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: 6,386 shares; 2024Q4: 12,542 shares; 2025Q1: 12,065 shares; 2025Q2: 11,687 shares; 2025Q3: 11,694 shares; 2025Q4: 11,821 shares 11,821 $1.41M 0.08% +127 Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,852 shares; 2024Q4: 53,477 shares; 2025Q1: 53,474 shares; 2025Q2: 53,476 shares; 2025Q3: 53,478 shares; 2025Q4: 53,247 shares 53,247 $1.4M 0.08% -231 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: 10,790 shares; 2024Q4: 10,967 shares; 2025Q1: 10,302 shares; 2025Q2: 10,119 shares; 2025Q3: 9,828 shares; 2025Q4: 9,836 shares 9,836 $1.39M 0.08% +8 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 1,370 shares; 2025Q1: not reported; 2025Q2: 1,127 shares; 2025Q3: 1,104 shares; 2025Q4: 2,227 shares 2,227 $1.39M 0.08% +1,123 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,607 shares; 2024Q4: 40,636 shares; 2025Q1: 36,519 shares; 2025Q2: 46,335 shares; 2025Q3: 58,965 shares; 2025Q4: 59,362 shares 59,362 $1.37M 0.08% +397 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: 8,236 shares; 2024Q4: not reported; 2025Q1: 5,970 shares; 2025Q2: 7,329 shares; 2025Q3: 7,443 shares; 2025Q4: 10,803 shares 10,803 $1.36M 0.08% +3,360 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: 39,269 shares; 2024Q4: 47,948 shares; 2025Q1: 50,008 shares; 2025Q2: 49,835 shares; 2025Q3: 62,499 shares; 2025Q4: 21,601 shares 21,601 $1.32M 0.07% -40,898 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,357 shares; 2024Q4: 26,855 shares; 2025Q1: 27,061 shares; 2025Q2: 27,245 shares; 2025Q3: 27,841 shares; 2025Q4: 27,065 shares 27,065 $1.32M 0.07% -776 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 1,669 shares; 2025Q1: 1,539 shares; 2025Q2: 1,555 shares; 2025Q3: 1,593 shares; 2025Q4: 1,722 shares 1,722 $1.31M 0.07% +129 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: 39,398 shares; 2024Q4: 73,795 shares; 2025Q1: 100,298 shares; 2025Q2: 97,909 shares; 2025Q3: 102,632 shares; 2025Q4: 55,692 shares 55,692 $1.31M 0.07% -46,940 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,860 shares; 2025Q1: 2,963 shares; 2025Q2: 3,521 shares; 2025Q3: 3,138 shares; 2025Q4: 26,005 shares 26,005 $1.3M 0.07% +22,867 Timeline VGK 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: 8,425 shares; 2024Q4: 9,803 shares; 2025Q1: 10,151 shares; 2025Q2: 10,044 shares; 2025Q3: 7,421 shares; 2025Q4: 14,861 shares 14,861 $1.3M 0.07% +7,440 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: 12,288 shares; 2024Q4: 12,211 shares; 2025Q1: 3,066 shares; 2025Q2: 9,802 shares; 2025Q3: 9,802 shares; 2025Q4: 9,657 shares 9,657 $1.29M 0.07% -145 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: 3,849 shares; 2024Q4: 3,849 shares; 2025Q1: 10,070 shares; 2025Q2: 24,758 shares; 2025Q3: 17,828 shares; 2025Q4: 17,833 shares 17,833 $1.28M 0.07% +5 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,196 shares; 2024Q4: 15,434 shares; 2025Q1: 8,543 shares; 2025Q2: 25,861 shares; 2025Q3: 25,820 shares; 2025Q4: 25,626 shares 25,626 $1.24M 0.07% -194 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,746 shares; 2024Q4: 33,364 shares; 2025Q1: 33,663 shares; 2025Q2: 40,260 shares; 2025Q3: 37,618 shares; 2025Q4: 40,747 shares 40,747 $1.24M 0.07% +3,129 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,517 shares; 2024Q4: 9,518 shares; 2025Q1: 8,126 shares; 2025Q2: 8,579 shares; 2025Q3: 11,521 shares; 2025Q4: 11,699 shares 11,699 $1.23M 0.07% +178 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,256 shares; 2024Q4: 21,318 shares; 2025Q1: 21,539 shares; 2025Q2: 21,539 shares; 2025Q3: 22,106 shares; 2025Q4: 22,106 shares 22,106 $1.23M 0.07% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,955 shares; 2024Q4: 29,897 shares; 2025Q1: 29,427 shares; 2025Q2: 28,805 shares; 2025Q3: 33,170 shares; 2025Q4: 30,113 shares 30,113 $1.23M 0.07% -3,057 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,149 shares; 2025Q1: 2,236 shares; 2025Q2: 2,237 shares; 2025Q3: 2,315 shares; 2025Q4: 2,147 shares 2,147 $1.22M 0.07% -168 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,993 shares; 2024Q4: 14,016 shares; 2025Q1: 11,549 shares; 2025Q2: 18,145 shares; 2025Q3: 18,463 shares; 2025Q4: 17,528 shares 17,528 $1.22M 0.07% -935 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,736 shares; 2024Q4: 31,153 shares; 2025Q1: 32,468 shares; 2025Q2: 34,348 shares; 2025Q3: 34,238 shares; 2025Q4: 35,981 shares 35,981 $1.22M 0.07% +1,743 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,023 shares; 2024Q4: 4,183 shares; 2025Q1: 5,700 shares; 2025Q2: 5,845 shares; 2025Q3: 4,526 shares; 2025Q4: 3,759 shares 3,759 $1.21M 0.07% -767 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,837 shares; 2024Q4: 17,152 shares; 2025Q1: 20,350 shares; 2025Q2: 20,963 shares; 2025Q3: 22,556 shares; 2025Q4: 26,908 shares 26,908 $1.21M 0.07% +4,352 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,096 shares; 2025Q1: 22,741 shares; 2025Q2: 13,256 shares; 2025Q3: 28,066 shares; 2025Q4: 52,233 shares 52,233 $1.2M 0.07% +24,167 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,681 shares; 2024Q4: 26,677 shares; 2025Q1: 26,689 shares; 2025Q2: 26,721 shares; 2025Q3: 26,781 shares; 2025Q4: 26,799 shares 26,799 $1.18M 0.07% +18 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,088 shares; 2024Q4: 7,348 shares; 2025Q1: not reported; 2025Q2: 7,658 shares; 2025Q3: 7,694 shares; 2025Q4: 7,752 shares 7,752 $1.16M 0.07% +58 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: 48,535 shares; 2024Q4: 19,247 shares; 2025Q1: 17,481 shares; 2025Q2: 18,451 shares; 2025Q3: 20,852 shares; 2025Q4: 21,937 shares 21,937 $1.16M 0.06% +1,085 Timeline IHDG 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: 12,820 shares; 2024Q4: 17,482 shares; 2025Q1: 20,825 shares; 2025Q2: 18,438 shares; 2025Q3: 18,203 shares; 2025Q4: 22,874 shares 22,874 $1.15M 0.06% +4,671 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,432 shares; 2024Q4: 35,870 shares; 2025Q1: 35,823 shares; 2025Q2: 38,364 shares; 2025Q3: 39,382 shares; 2025Q4: 43,132 shares 43,132 $1.15M 0.06% +3,750 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,590 shares; 2024Q4: 27,590 shares; 2025Q1: 27,590 shares; 2025Q2: 30,605 shares; 2025Q3: 30,614 shares; 2025Q4: 30,605 shares 30,605 $1.14M 0.06% -9 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: 13,442 shares; 2024Q4: 13,584 shares; 2025Q1: 12,213 shares; 2025Q2: 11,387 shares; 2025Q3: 10,634 shares; 2025Q4: 10,562 shares 10,562 $1.13M 0.06% -72 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: 54,336 shares; 2024Q4: 50,415 shares; 2025Q1: 47,907 shares; 2025Q2: 47,790 shares; 2025Q3: 43,630 shares; 2025Q4: 43,356 shares 43,356 $1.12M 0.06% -274 Timeline SCJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,684 shares; 2025Q1: 12,684 shares; 2025Q2: 11,773 shares; 2025Q3: 11,664 shares; 2025Q4: 11,502 shares 11,502 $1.11M 0.06% -162 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,256 shares; 2025Q3: 15,585 shares; 2025Q4: 16,751 shares 16,751 $1.09M 0.06% +1,166 Timeline PFFD 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: 21,156 shares; 2024Q4: 45,720 shares; 2025Q1: 47,406 shares; 2025Q2: 49,542 shares; 2025Q3: 50,934 shares; 2025Q4: 55,275 shares 55,275 $1.08M 0.06% +4,341 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,099 shares; 2024Q4: 23,614 shares; 2025Q1: 6,710 shares; 2025Q2: 21,852 shares; 2025Q3: 21,630 shares; 2025Q4: 19,447 shares 19,447 $1.08M 0.06% -2,183 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: 23,226 shares; 2024Q4: 23,538 shares; 2025Q1: 8,187 shares; 2025Q2: 11,850 shares; 2025Q3: 12,276 shares; 2025Q4: 12,821 shares 12,821 $1.08M 0.06% +545 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,588 shares; 2024Q4: 13,665 shares; 2025Q1: not reported; 2025Q2: 20,630 shares; 2025Q3: 15,941 shares; 2025Q4: 24,995 shares 24,995 $1.07M 0.06% +9,054 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: 28,738 shares; 2024Q4: 35,720 shares; 2025Q1: 31,347 shares; 2025Q2: 41,692 shares; 2025Q3: 37,616 shares; 2025Q4: 14,447 shares 14,447 $1.07M 0.06% -23,169 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,093 shares; 2024Q4: 18,007 shares; 2025Q1: 17,833 shares; 2025Q2: 17,541 shares; 2025Q3: 17,798 shares; 2025Q4: 17,708 shares 17,708 $1.06M 0.06% -90 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,639 shares; 2024Q4: 34,918 shares; 2025Q1: not reported; 2025Q2: 36,743 shares; 2025Q3: 36,734 shares; 2025Q4: 35,575 shares 35,575 $1.06M 0.06% -1,159 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,295 shares; 2025Q3: 27,046 shares; 2025Q4: 30,580 shares 30,580 $1.06M 0.06% +3,534 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,493 shares; 2024Q4: 6,122 shares; 2025Q1: 7,678 shares; 2025Q2: 8,461 shares; 2025Q3: 9,272 shares; 2025Q4: 9,089 shares 9,089 $1.05M 0.06% -183 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,342 shares; 2024Q4: 25,396 shares; 2025Q1: 26,666 shares; 2025Q2: 29,338 shares; 2025Q3: 30,404 shares; 2025Q4: 32,630 shares 32,630 $1.04M 0.06% +2,226 Timeline DRNZ REX ETF TR More: the full row for REX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,450 shares 38,450 $1.04M 0.06% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,687 shares; 2024Q4: 10,255 shares; 2025Q1: 9,944 shares; 2025Q2: 10,158 shares; 2025Q3: 9,542 shares; 2025Q4: 10,132 shares 10,132 $1.04M 0.06% +590 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,777 shares; 2024Q4: 97,808 shares; 2025Q1: 12,878 shares; 2025Q2: 13,172 shares; 2025Q3: 12,060 shares; 2025Q4: 10,171 shares 10,171 $1.02M 0.06% -1,889 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: 65,522 shares; 2024Q4: 59,182 shares; 2025Q1: 52,574 shares; 2025Q2: 36,458 shares; 2025Q3: 31,199 shares; 2025Q4: 21,741 shares 21,741 $1.02M 0.06% -9,458 Timeline RING 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: 10,330 shares; 2024Q4: 11,537 shares; 2025Q1: 11,949 shares; 2025Q2: 11,529 shares; 2025Q3: 11,600 shares; 2025Q4: 10,997 shares 10,997 $1.01M 0.06% -603 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: 9,031 shares; 2024Q4: 9,035 shares; 2025Q1: 9,044 shares; 2025Q2: 9,141 shares; 2025Q3: 8,921 shares; 2025Q4: 8,796 shares 8,796 $1.01M 0.06% -125 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,848 shares; 2024Q4: 8,769 shares; 2025Q1: 9,071 shares; 2025Q2: 9,588 shares; 2025Q3: 9,800 shares; 2025Q4: 9,938 shares 9,938 $1000K 0.06% +138 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,449 shares; 2024Q4: 11,448 shares; 2025Q1: 10,964 shares; 2025Q2: 11,575 shares; 2025Q3: 11,116 shares; 2025Q4: 11,024 shares 11,024 $971K 0.05% -92 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: 15,435 shares; 2024Q4: 14,964 shares; 2025Q1: not reported; 2025Q2: 11,992 shares; 2025Q3: 10,304 shares; 2025Q4: 8,592 shares 8,592 $960K 0.05% -1,712 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: 12,278 shares; 2024Q4: 14,557 shares; 2025Q1: 13,555 shares; 2025Q2: 12,511 shares; 2025Q3: 12,555 shares; 2025Q4: 8,957 shares 8,957 $956K 0.05% -3,598 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,157 shares 39,157 $951K 0.05% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,242 shares; 2025Q1: 13,623 shares; 2025Q2: 22,113 shares; 2025Q3: 8,029 shares; 2025Q4: 4,267 shares 4,267 $951K 0.05% -3,762 Timeline PBW 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: 12,728 shares; 2024Q4: 11,193 shares; 2025Q1: not reported; 2025Q2: 25,507 shares; 2025Q3: 30,976 shares; 2025Q4: 31,019 shares 31,019 $951K 0.05% +43 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,745 shares; 2024Q4: 20,576 shares; 2025Q1: 20,559 shares; 2025Q2: 20,446 shares; 2025Q3: 20,458 shares; 2025Q4: 20,413 shares 20,413 $951K 0.05% -45 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,416 shares; 2024Q4: 28,123 shares; 2025Q1: 26,811 shares; 2025Q2: 31,991 shares; 2025Q3: 32,004 shares; 2025Q4: 31,798 shares 31,798 $932K 0.05% -206 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,368 shares; 2025Q2: 14,962 shares; 2025Q3: 31,962 shares; 2025Q4: 15,273 shares 15,273 $901K 0.05% -16,689 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,455 shares; 2025Q3: 5,382 shares; 2025Q4: 5,299 shares 5,299 $900K 0.05% -83 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,672 shares; 2024Q4: 7,497 shares; 2025Q1: 7,302 shares; 2025Q2: 10,658 shares; 2025Q3: 12,024 shares; 2025Q4: 13,081 shares 13,081 $900K 0.05% +1,057 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: 20,568 shares; 2024Q4: 6,568 shares; 2025Q1: 5,856 shares; 2025Q2: 18,005 shares; 2025Q3: 34,722 shares; 2025Q4: 18,204 shares 18,204 $899K 0.05% -16,518 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,611 shares; 2024Q4: 5,388 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,608 shares; 2025Q4: 14,590 shares 14,590 $899K 0.05% +8,982 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,663 shares; 2024Q4: 100,706 shares; 2025Q1: 24,959 shares; 2025Q2: 111,783 shares; 2025Q3: 139,831 shares; 2025Q4: 71,224 shares 71,224 $890K 0.05% -68,607 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,011 shares; 2024Q4: 33,824 shares; 2025Q1: 32,633 shares; 2025Q2: 32,260 shares; 2025Q3: 32,279 shares; 2025Q4: 30,897 shares 30,897 $881K 0.05% -1,382 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,456 shares; 2024Q4: 19,031 shares; 2025Q1: 19,136 shares; 2025Q2: 19,478 shares; 2025Q3: 20,635 shares; 2025Q4: 22,804 shares 22,804 $877K 0.05% +2,169 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,300 shares; 2024Q4: 129,455 shares; 2025Q1: not reported; 2025Q2: 54,153 shares; 2025Q3: 54,252 shares; 2025Q4: 60,482 shares 60,482 $872K 0.05% +6,230 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,044 shares; 2024Q4: 4,044 shares; 2025Q1: 4,046 shares; 2025Q2: 4,057 shares; 2025Q3: 4,063 shares; 2025Q4: 4,056 shares 4,056 $870K 0.05% -7 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: 4,701 shares; 2024Q4: 4,469 shares; 2025Q1: 4,285 shares; 2025Q2: 4,990 shares; 2025Q3: 5,186 shares; 2025Q4: 5,022 shares 5,022 $870K 0.05% -164 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,355 shares; 2024Q4: 12,440 shares; 2025Q1: 13,710 shares; 2025Q2: 14,338 shares; 2025Q3: 14,733 shares; 2025Q4: 13,759 shares 13,759 $863K 0.05% -974 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 2,514 shares; 2025Q1: 2,391 shares; 2025Q2: 2,591 shares; 2025Q3: 3,835 shares; 2025Q4: 2,416 shares 2,416 $862K 0.05% -1,419 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: 15,188 shares; 2024Q4: 12,685 shares; 2025Q1: 11,445 shares; 2025Q2: 11,734 shares; 2025Q3: 10,470 shares; 2025Q4: 11,145 shares 11,145 $861K 0.05% +675 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,374 shares; 2024Q4: 11,152 shares; 2025Q1: 11,152 shares; 2025Q2: 21,248 shares; 2025Q3: 25,195 shares; 2025Q4: 16,953 shares 16,953 $851K 0.05% -8,242 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,265 shares; 2025Q3: 96,624 shares; 2025Q4: 35,888 shares 35,888 $850K 0.05% -60,736 Timeline QCLN 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: 13,806 shares; 2024Q4: 12,840 shares; 2025Q1: not reported; 2025Q2: 17,555 shares; 2025Q3: 19,301 shares; 2025Q4: 18,964 shares 18,964 $846K 0.05% -337 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: 37,129 shares; 2024Q4: 36,952 shares; 2025Q1: 36,017 shares; 2025Q2: 5,855 shares; 2025Q3: 5,815 shares; 2025Q4: 5,752 shares 5,752 $837K 0.05% -63 Timeline WCBR 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: 18,984 shares; 2024Q4: 25,626 shares; 2025Q1: 26,490 shares; 2025Q2: 51,604 shares; 2025Q3: 22,825 shares; 2025Q4: 29,702 shares 29,702 $828K 0.05% +6,877 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,724 shares; 2024Q4: 1,643 shares; 2025Q1: 1,297 shares; 2025Q2: 1,598 shares; 2025Q3: 1,780 shares; 2025Q4: 1,536 shares 1,536 $827K 0.05% -244 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: not reported; 2025Q1: 816 shares; 2025Q2: 794 shares; 2025Q3: 793 shares; 2025Q4: 2,196 shares 2,196 $823K 0.05% +1,403 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,431 shares 4,431 $821K 0.05% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,047 shares; 2024Q4: 8,047 shares; 2025Q1: 11,756 shares; 2025Q2: 7,036 shares; 2025Q3: 8,667 shares; 2025Q4: 8,667 shares 8,667 $815K 0.05% 0 Timeline FMDE 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: 21,630 shares; 2024Q4: 21,691 shares; 2025Q1: 21,762 shares; 2025Q2: 21,828 shares; 2025Q3: 21,466 shares; 2025Q4: 21,525 shares 21,525 $809K 0.05% +59 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: 3,195 shares; 2024Q4: 3,492 shares; 2025Q1: 1,739 shares; 2025Q2: 3,026 shares; 2025Q3: 2,771 shares; 2025Q4: 2,962 shares 2,962 $809K 0.05% +191 Timeline IFLN 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: 42,756 shares; 2024Q4: 42,435 shares; 2025Q1: not reported; 2025Q2: 41,807 shares; 2025Q3: 41,278 shares; 2025Q4: 43,173 shares 43,173 $803K 0.04% +1,895 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,676 shares; 2024Q4: 15,408 shares; 2025Q1: 15,753 shares; 2025Q2: 16,380 shares; 2025Q3: 16,478 shares; 2025Q4: 16,683 shares 16,683 $801K 0.04% +205 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,645 shares; 2024Q4: 9,483 shares; 2025Q1: 6,749 shares; 2025Q2: 11,057 shares; 2025Q3: 10,653 shares; 2025Q4: 10,910 shares 10,910 $800K 0.04% +257 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,226 shares; 2025Q1: 36,931 shares; 2025Q2: 39,402 shares; 2025Q3: 28,294 shares; 2025Q4: 26,090 shares 26,090 $796K 0.04% -2,204 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: 17,922 shares; 2024Q4: 18,473 shares; 2025Q1: 20,458 shares; 2025Q2: 12,620 shares; 2025Q3: 11,993 shares; 2025Q4: 14,588 shares 14,588 $795K 0.04% +2,595 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,262 shares; 2024Q4: 5,263 shares; 2025Q1: 5,255 shares; 2025Q2: 5,274 shares; 2025Q3: 5,150 shares; 2025Q4: 5,159 shares 5,159 $789K 0.04% +9 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: 21,597 shares; 2024Q4: 21,802 shares; 2025Q1: 21,002 shares; 2025Q2: 23,076 shares; 2025Q3: 23,296 shares; 2025Q4: 23,519 shares 23,519 $776K 0.04% +223 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,209 shares; 2024Q4: 3,777 shares; 2025Q1: not reported; 2025Q2: 3,529 shares; 2025Q3: 3,563 shares; 2025Q4: 3,343 shares 3,343 $770K 0.04% -220 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: 6,920 shares; 2024Q4: 9,483 shares; 2025Q1: 7,564 shares; 2025Q2: 9,138 shares; 2025Q3: 10,249 shares; 2025Q4: 7,960 shares 7,960 $762K 0.04% -2,289 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,934 shares 29,934 $761K 0.04% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,033 shares; 2024Q4: 7,218 shares; 2025Q1: 7,661 shares; 2025Q2: 7,915 shares; 2025Q3: 8,021 shares; 2025Q4: 8,013 shares 8,013 $754K 0.04% -8 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,247 shares; 2024Q4: 22,063 shares; 2025Q1: 23,067 shares; 2025Q2: 19,553 shares; 2025Q3: 19,069 shares; 2025Q4: 18,107 shares 18,107 $751K 0.04% -962 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,009 shares; 2024Q4: 5,026 shares; 2025Q1: 4,777 shares; 2025Q2: 3,492 shares; 2025Q3: 3,448 shares; 2025Q4: 2,799 shares 2,799 $751K 0.04% -649 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: 31,152 shares; 2024Q4: 30,627 shares; 2025Q1: 25,324 shares; 2025Q2: 26,353 shares; 2025Q3: 24,832 shares; 2025Q4: 25,004 shares 25,004 $737K 0.04% +172 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,803 shares; 2024Q4: 72,848 shares; 2025Q1: 73,102 shares; 2025Q2: 75,277 shares; 2025Q3: 77,135 shares; 2025Q4: 64,300 shares 64,300 $737K 0.04% -12,835 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,566 shares; 2024Q4: 8,136 shares; 2025Q1: 5,213 shares; 2025Q2: 7,966 shares; 2025Q3: 7,591 shares; 2025Q4: 8,788 shares 8,788 $737K 0.04% +1,197 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 3,661 shares; 2025Q1: 3,684 shares; 2025Q2: 3,625 shares; 2025Q3: 3,394 shares; 2025Q4: 3,262 shares 3,262 $732K 0.04% -132 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,752 shares; 2024Q4: 19,782 shares; 2025Q1: 18,343 shares; 2025Q2: 16,715 shares; 2025Q3: 16,360 shares; 2025Q4: 14,662 shares 14,662 $732K 0.04% -1,698 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,460 shares; 2024Q4: 11,712 shares; 2025Q1: not reported; 2025Q2: 7,073 shares; 2025Q3: 7,146 shares; 2025Q4: 8,260 shares 8,260 $729K 0.04% +1,114 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 1 shares 1 $726K 0.04% -5 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,502 shares; 2025Q3: 7,724 shares; 2025Q4: 8,601 shares 8,601 $724K 0.04% +877 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,449 shares; 2024Q4: 4,106 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,392 shares 2,392 $724K 0.04% new Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,655 shares; 2024Q4: 12,772 shares; 2025Q1: 8,286 shares; 2025Q2: 8,374 shares; 2025Q3: 7,697 shares; 2025Q4: 7,697 shares 7,697 $724K 0.04% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,244 shares; 2024Q4: 10,904 shares; 2025Q1: not reported; 2025Q2: 13,142 shares; 2025Q3: 13,866 shares; 2025Q4: 14,475 shares 14,475 $719K 0.04% +609 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 3,811 shares; 2025Q1: 3,810 shares; 2025Q2: 3,812 shares; 2025Q3: 3,812 shares; 2025Q4: 3,825 shares 3,825 $717K 0.04% +13 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: 65,498 shares; 2024Q4: 68,738 shares; 2025Q1: 8,281 shares; 2025Q2: 10,426 shares; 2025Q3: 10,013 shares; 2025Q4: 8,916 shares 8,916 $712K 0.04% -1,097 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: 4,587 shares; 2024Q4: 6,223 shares; 2025Q1: 5,860 shares; 2025Q2: 6,265 shares; 2025Q3: 6,951 shares; 2025Q4: 7,042 shares 7,042 $690K 0.04% +91 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,087 shares; 2024Q4: 3,866 shares; 2025Q1: 3,858 shares; 2025Q2: 3,858 shares; 2025Q3: 3,858 shares; 2025Q4: 4,054 shares 4,054 $688K 0.04% +196 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,218 shares; 2025Q1: 1,336 shares; 2025Q2: 1,317 shares; 2025Q3: 1,929 shares; 2025Q4: 1,886 shares 1,886 $686K 0.04% -43 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,349 shares; 2025Q3: 20,188 shares; 2025Q4: 13,291 shares 13,291 $682K 0.04% -6,897 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 521 shares; 2025Q1: 580 shares; 2025Q2: 973 shares; 2025Q3: 634 shares; 2025Q4: 606 shares 606 $680K 0.04% -28 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,021 shares; 2025Q3: 2,863 shares; 2025Q4: 3,792 shares 3,792 $674K 0.04% +929 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,732 shares; 2025Q3: 18,013 shares; 2025Q4: 18,410 shares 18,410 $673K 0.04% +397 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,752 shares; 2024Q4: 5,556 shares; 2025Q1: not reported; 2025Q2: 4,802 shares; 2025Q3: 4,513 shares; 2025Q4: 4,505 shares 4,505 $673K 0.04% -8 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: 77,779 shares; 2024Q4: 80,156 shares; 2025Q1: 12,905 shares; 2025Q2: 14,205 shares; 2025Q3: 26,644 shares; 2025Q4: 28,096 shares 28,096 $666K 0.04% +1,452 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,222 shares; 2024Q4: 3,257 shares; 2025Q1: 3,241 shares; 2025Q2: 3,242 shares; 2025Q3: 3,029 shares; 2025Q4: 4,270 shares 4,270 $655K 0.04% +1,241 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: 1,919 shares; 2024Q4: 3,964 shares; 2025Q1: 3,481 shares; 2025Q2: 3,865 shares; 2025Q3: 3,715 shares; 2025Q4: 3,554 shares 3,554 $655K 0.04% -161 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,680 shares; 2024Q4: 12,439 shares; 2025Q1: not reported; 2025Q2: 6,912 shares; 2025Q3: 6,916 shares; 2025Q4: 6,908 shares 6,908 $650K 0.04% -8 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: 1,389 shares; 2024Q4: 1,219 shares; 2025Q1: 1,243 shares; 2025Q2: 1,300 shares; 2025Q3: 1,304 shares; 2025Q4: 1,133 shares 1,133 $648K 0.04% -171 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: 16,807 shares; 2024Q4: 17,236 shares; 2025Q1: 10,938 shares; 2025Q2: 17,611 shares; 2025Q3: 17,657 shares; 2025Q4: 17,562 shares 17,562 $645K 0.04% -95 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: 36,313 shares; 2024Q4: 33,252 shares; 2025Q1: not reported; 2025Q2: 33,403 shares; 2025Q3: 33,509 shares; 2025Q4: 48,002 shares 48,002 $645K 0.04% +14,493 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,285 shares; 2024Q4: 8,920 shares; 2025Q1: 12,419 shares; 2025Q2: 13,340 shares; 2025Q3: 12,680 shares; 2025Q4: 12,797 shares 12,797 $644K 0.04% +117 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,220 shares; 2025Q2: 10,279 shares; 2025Q3: 9,829 shares; 2025Q4: 12,611 shares 12,611 $643K 0.04% +2,782 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: 8,773 shares; 2024Q4: 8,737 shares; 2025Q1: 8,856 shares; 2025Q2: 9,642 shares; 2025Q3: 10,037 shares; 2025Q4: 10,335 shares 10,335 $637K 0.04% +298 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,023 shares; 2024Q4: 16,463 shares; 2025Q1: 15,997 shares; 2025Q2: 15,212 shares; 2025Q3: 14,618 shares; 2025Q4: 13,176 shares 13,176 $635K 0.04% -1,442 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,455 shares; 2024Q4: 15,357 shares; 2025Q1: 13,503 shares; 2025Q2: 12,736 shares; 2025Q3: 12,753 shares; 2025Q4: 12,730 shares 12,730 $635K 0.04% -23 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: 3,648 shares; 2024Q4: 3,570 shares; 2025Q1: 3,448 shares; 2025Q2: 3,426 shares; 2025Q3: 3,418 shares; 2025Q4: 3,461 shares 3,461 $629K 0.04% +43 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: 7,236 shares; 2024Q4: 6,309 shares; 2025Q1: 6,386 shares; 2025Q2: 6,335 shares; 2025Q3: 6,280 shares; 2025Q4: 6,142 shares 6,142 $621K 0.03% -138 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: 27,736 shares; 2024Q4: 27,191 shares; 2025Q1: 27,024 shares; 2025Q2: 32,548 shares; 2025Q3: 31,994 shares; 2025Q4: 34,772 shares 34,772 $616K 0.03% +2,778 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,350 shares; 2024Q4: 17,753 shares; 2025Q1: 16,753 shares; 2025Q2: 16,840 shares; 2025Q3: 19,509 shares; 2025Q4: 19,570 shares 19,570 $615K 0.03% +61 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: 19,725 shares; 2024Q4: 19,720 shares; 2025Q1: 16,411 shares; 2025Q2: 16,477 shares; 2025Q3: 16,461 shares; 2025Q4: 16,510 shares 16,510 $606K 0.03% +49 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: 4,683 shares; 2024Q4: 4,685 shares; 2025Q1: 4,687 shares; 2025Q2: 7,664 shares; 2025Q3: 7,664 shares; 2025Q4: 8,349 shares 8,349 $603K 0.03% +685 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,105 shares; 2024Q4: 4,105 shares; 2025Q1: 3,866 shares; 2025Q2: 4,105 shares; 2025Q3: 4,105 shares; 2025Q4: 4,105 shares 4,105 $597K 0.03% 0 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: 5,082 shares; 2024Q4: 5,270 shares; 2025Q1: 5,261 shares; 2025Q2: 5,668 shares; 2025Q3: 5,265 shares; 2025Q4: 5,001 shares 5,001 $593K 0.03% -264 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: 9,725 shares; 2024Q4: 9,731 shares; 2025Q1: 10,691 shares; 2025Q2: 10,773 shares; 2025Q3: 11,364 shares; 2025Q4: 11,234 shares 11,234 $592K 0.03% -130 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,726 shares; 2025Q2: 11,223 shares; 2025Q3: 11,239 shares; 2025Q4: 11,375 shares 11,375 $586K 0.03% +136 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,966 shares; 2024Q4: 21,385 shares; 2025Q1: 14,885 shares; 2025Q2: 24,972 shares; 2025Q3: 23,838 shares; 2025Q4: 14,929 shares 14,929 $585K 0.03% -8,909 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: 2,164 shares; 2024Q4: 1,121 shares; 2025Q1: not reported; 2025Q2: 6,373 shares; 2025Q3: 1,123 shares; 2025Q4: 1,154 shares 1,154 $580K 0.03% +31 Timeline SHYG 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: 53,419 shares; 2024Q4: 9,152 shares; 2025Q1: 12,614 shares; 2025Q2: 13,418 shares; 2025Q3: 13,420 shares; 2025Q4: 13,421 shares 13,421 $579K 0.03% +1 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,172 shares; 2024Q4: 8,911 shares; 2025Q1: 8,928 shares; 2025Q2: 9,737 shares; 2025Q3: 9,452 shares; 2025Q4: 9,126 shares 9,126 $577K 0.03% -326 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,410 shares; 2024Q4: 30,175 shares; 2025Q1: 40,355 shares; 2025Q2: 34,655 shares; 2025Q3: 33,515 shares; 2025Q4: 31,676 shares 31,676 $576K 0.03% -1,839 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,278 shares; 2024Q4: 4,130 shares; 2025Q1: 5,759 shares; 2025Q2: 10,064 shares; 2025Q3: 12,262 shares; 2025Q4: 3,629 shares 3,629 $575K 0.03% -8,633 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,452 shares; 2024Q4: 28,448 shares; 2025Q1: not reported; 2025Q2: 28,398 shares; 2025Q3: 28,518 shares; 2025Q4: 28,534 shares 28,534 $574K 0.03% +16 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,409 shares; 2025Q3: 5,654 shares; 2025Q4: 5,351 shares 5,351 $573K 0.03% -303 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,161 shares; 2025Q2: 11,048 shares; 2025Q3: 11,065 shares; 2025Q4: 11,005 shares 11,005 $572K 0.03% -60 Timeline BINC 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: 6,773 shares; 2024Q4: 9,898 shares; 2025Q1: 11,619 shares; 2025Q2: 11,132 shares; 2025Q3: 16,852 shares; 2025Q4: 10,687 shares 10,687 $567K 0.03% -6,165 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,161 shares; 2024Q4: 11,623 shares; 2025Q1: 11,652 shares; 2025Q2: 12,975 shares; 2025Q3: 13,025 shares; 2025Q4: 13,694 shares 13,694 $562K 0.03% +669 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: 12,832 shares; 2024Q4: 8,173 shares; 2025Q1: not reported; 2025Q2: 6,232 shares; 2025Q3: 4,205 shares; 2025Q4: 3,514 shares 3,514 $561K 0.03% -691 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: 5,473 shares; 2024Q4: 8,664 shares; 2025Q1: 8,806 shares; 2025Q2: 8,294 shares; 2025Q3: 6,813 shares; 2025Q4: 6,295 shares 6,295 $558K 0.03% -518 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,500 shares 8,500 $557K 0.03% new Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,498 shares; 2024Q4: 38,588 shares; 2025Q1: 37,505 shares; 2025Q2: 42,958 shares; 2025Q3: 40,963 shares; 2025Q4: 42,215 shares 42,215 $552K 0.03% +1,252 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 2,213 shares; 2025Q1: 2,228 shares; 2025Q2: 2,170 shares; 2025Q3: 1,677 shares; 2025Q4: 1,735 shares 1,735 $541K 0.03% +58 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,908 shares; 2024Q4: 4,491 shares; 2025Q1: 4,633 shares; 2025Q2: 4,615 shares; 2025Q3: 4,092 shares; 2025Q4: 4,357 shares 4,357 $540K 0.03% +265 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,546 shares; 2024Q4: 1,498 shares; 2025Q1: not reported; 2025Q2: 1,557 shares; 2025Q3: 1,547 shares; 2025Q4: 1,527 shares 1,527 $539K 0.03% -20 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,254 shares; 2024Q4: 4,338 shares; 2025Q1: 4,963 shares; 2025Q2: 4,706 shares; 2025Q3: 4,240 shares; 2025Q4: 3,553 shares 3,553 $536K 0.03% -687 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,650 shares; 2025Q1: 1,804 shares; 2025Q2: 1,614 shares; 2025Q3: 1,876 shares; 2025Q4: 2,061 shares 2,061 $530K 0.03% +185 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $526K 0.03% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,843 shares; 2024Q4: 22,087 shares; 2025Q1: 20,230 shares; 2025Q2: 20,538 shares; 2025Q3: 19,715 shares; 2025Q4: 19,046 shares 19,046 $521K 0.03% -669 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: 3,521 shares; 2024Q4: 3,373 shares; 2025Q1: 3,373 shares; 2025Q2: 4,788 shares; 2025Q3: 4,111 shares; 2025Q4: 3,538 shares 3,538 $520K 0.03% -573 Timeline SCZ 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: 60,978 shares; 2024Q4: 63,914 shares; 2025Q1: 3,337 shares; 2025Q2: 6,400 shares; 2025Q3: 6,478 shares; 2025Q4: 6,390 shares 6,390 $515K 0.03% -88 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,551 shares; 2024Q4: 5,405 shares; 2025Q1: 5,405 shares; 2025Q2: 5,203 shares; 2025Q3: 5,145 shares; 2025Q4: 5,085 shares 5,085 $511K 0.03% -60 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,179 shares; 2024Q4: 86,815 shares; 2025Q1: 53,193 shares; 2025Q2: 100,257 shares; 2025Q3: 103,110 shares; 2025Q4: 96,991 shares 96,991 $510K 0.03% -6,119 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,230 shares; 2025Q2: 31,136 shares; 2025Q3: 34,612 shares; 2025Q4: 13,038 shares 13,038 $510K 0.03% -21,574 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,149 shares; 2024Q4: 4,913 shares; 2025Q1: 5,024 shares; 2025Q2: 7,919 shares; 2025Q3: 10,402 shares; 2025Q4: 10,749 shares 10,749 $508K 0.03% +347 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,453 shares; 2024Q4: 3,876 shares; 2025Q1: 3,883 shares; 2025Q2: 3,774 shares; 2025Q3: 3,779 shares; 2025Q4: 3,666 shares 3,666 $502K 0.03% -113 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,186 shares; 2024Q4: 6,781 shares; 2025Q1: 15,766 shares; 2025Q2: 9,872 shares; 2025Q3: 10,453 shares; 2025Q4: 8,851 shares 8,851 $499K 0.03% -1,602 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,861 shares; 2025Q3: 1,790 shares; 2025Q4: 3,013 shares 3,013 $492K 0.03% +1,223 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,276 shares; 2025Q4: 18,734 shares 18,734 $491K 0.03% +458 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,127 shares 9,127 $486K 0.03% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,954 shares; 2024Q4: 6,958 shares; 2025Q1: 6,683 shares; 2025Q2: 6,961 shares; 2025Q3: 7,025 shares; 2025Q4: 10,283 shares 10,283 $472K 0.03% +3,258 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,069 shares; 2024Q4: 4,255 shares; 2025Q1: not reported; 2025Q2: 3,532 shares; 2025Q3: 3,402 shares; 2025Q4: 3,225 shares 3,225 $471K 0.03% -177 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: 1,210 shares; 2024Q4: 1,198 shares; 2025Q1: 1,196 shares; 2025Q2: 1,332 shares; 2025Q3: 1,331 shares; 2025Q4: 1,325 shares 1,325 $469K 0.03% -6 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,351 shares; 2024Q4: 23,043 shares; 2025Q1: 18,955 shares; 2025Q2: 21,300 shares; 2025Q3: 21,149 shares; 2025Q4: 17,721 shares 17,721 $468K 0.03% -3,428 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,255 shares; 2025Q4: 5,220 shares 5,220 $468K 0.03% -1,035 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,104 shares; 2024Q4: 5,801 shares; 2025Q1: 6,241 shares; 2025Q2: 8,285 shares; 2025Q3: 10,014 shares; 2025Q4: 4,550 shares 4,550 $466K 0.03% -5,464 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: 3,876 shares; 2025Q1: 3,588 shares; 2025Q2: 3,182 shares; 2025Q3: 3,090 shares; 2025Q4: 3,326 shares 3,326 $465K 0.03% +236 Timeline HAIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,419 shares; 2024Q4: 18,666 shares; 2025Q1: 13,866 shares; 2025Q2: 13,868 shares; 2025Q3: 14,102 shares; 2025Q4: 12,963 shares 12,963 $465K 0.03% -1,139 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 1,017 shares; 2025Q1: 1,023 shares; 2025Q2: 1,012 shares; 2025Q3: 866 shares; 2025Q4: 869 shares 869 $461K 0.03% +3 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: 4,535 shares; 2025Q1: 4,515 shares; 2025Q2: 4,553 shares; 2025Q3: 4,427 shares; 2025Q4: 4,240 shares 4,240 $461K 0.03% -187 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: 3,299 shares; 2024Q4: 3,529 shares; 2025Q1: 3,158 shares; 2025Q2: 4,219 shares; 2025Q3: 4,252 shares; 2025Q4: 4,255 shares 4,255 $457K 0.03% +3 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,386 shares; 2024Q4: 9,593 shares; 2025Q1: 8,592 shares; 2025Q2: 14,858 shares; 2025Q3: 15,099 shares; 2025Q4: 16,908 shares 16,908 $456K 0.03% +1,809 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,912 shares; 2025Q1: 17,708 shares; 2025Q2: 18,147 shares; 2025Q3: 18,147 shares; 2025Q4: 16,459 shares 16,459 $454K 0.03% -1,688 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,311 shares; 2025Q3: 18,610 shares; 2025Q4: 17,766 shares 17,766 $452K 0.03% -844 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,381 shares; 2025Q3: 16,206 shares; 2025Q4: 16,221 shares 16,221 $448K 0.03% +15 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,539 shares; 2024Q4: 7,541 shares; 2025Q1: 7,534 shares; 2025Q2: 7,602 shares; 2025Q3: 9,625 shares; 2025Q4: 7,630 shares 7,630 $447K 0.02% -1,995 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares 13,500 $444K 0.02% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,166 shares 15,166 $439K 0.02% new Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,725 shares; 2025Q4: 15,125 shares 15,125 $437K 0.02% -59,600 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 752 shares; 2025Q3: 663 shares; 2025Q4: 865 shares 865 $435K 0.02% +202 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,010 shares; 2025Q1: 967 shares; 2025Q2: 1,131 shares; 2025Q3: 1,002 shares; 2025Q4: 965 shares 965 $432K 0.02% -37 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,259 shares; 2024Q4: 2,259 shares; 2025Q1: 2,099 shares; 2025Q2: 2,910 shares; 2025Q3: 2,858 shares; 2025Q4: 2,894 shares 2,894 $427K 0.02% +36 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 842 shares; 2025Q1: 1,033 shares; 2025Q2: 1,010 shares; 2025Q3: 888 shares; 2025Q4: 644 shares 644 $426K 0.02% -244 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,559 shares; 2024Q4: 4,934 shares; 2025Q1: 4,875 shares; 2025Q2: 4,875 shares; 2025Q3: 4,675 shares; 2025Q4: 4,354 shares 4,354 $424K 0.02% -321 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 874 shares 874 $423K 0.02% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,559 shares; 2024Q4: 10,152 shares; 2025Q1: 13,257 shares; 2025Q2: 13,289 shares; 2025Q3: 12,532 shares; 2025Q4: 5,139 shares 5,139 $421K 0.02% -7,393 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,410 shares; 2025Q4: 6,940 shares 6,940 $417K 0.02% -6,470 Timeline FDIQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,386 shares 6,386 $416K 0.02% new Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,049 shares 29,049 $411K 0.02% new 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: 16,308 shares; 2024Q4: 15,087 shares; 2025Q1: 14,068 shares; 2025Q2: 13,976 shares; 2025Q3: 14,440 shares; 2025Q4: 14,214 shares 14,214 $411K 0.02% -226 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,738 shares; 2024Q4: 22,282 shares; 2025Q1: 19,750 shares; 2025Q2: 23,315 shares; 2025Q3: 23,053 shares; 2025Q4: 26,727 shares 26,727 $411K 0.02% +3,674 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 1,796 shares; 2025Q1: not reported; 2025Q2: 3,254 shares; 2025Q3: 3,061 shares; 2025Q4: 2,373 shares 2,373 $411K 0.02% -688 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 1,689 shares; 2025Q1: not reported; 2025Q2: 1,711 shares; 2025Q3: 1,719 shares; 2025Q4: 1,422 shares 1,422 $411K 0.02% -297 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: 562 shares; 2024Q4: 565 shares; 2025Q1: not reported; 2025Q2: 628 shares; 2025Q3: 590 shares; 2025Q4: 276 shares 276 $410K 0.02% -314 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,741 shares; 2024Q4: 2,111 shares; 2025Q1: 1,539 shares; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares; 2025Q4: 2,053 shares 2,053 $409K 0.02% -86 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,615 shares; 2024Q4: 29,303 shares; 2025Q1: 33,504 shares; 2025Q2: 11,152 shares; 2025Q3: 7,968 shares; 2025Q4: 6,717 shares 6,717 $408K 0.02% -1,251 Timeline SCHH 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: 21,137 shares; 2024Q4: 18,731 shares; 2025Q1: not reported; 2025Q2: 19,375 shares; 2025Q3: 19,756 shares; 2025Q4: 19,452 shares 19,452 $407K 0.02% -304 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,095 shares; 2024Q4: 2,095 shares; 2025Q1: 2,080 shares; 2025Q2: 2,169 shares; 2025Q3: 2,185 shares; 2025Q4: 2,102 shares 2,102 $405K 0.02% -83 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: 1,000 shares; 2024Q4: 1,164 shares; 2025Q1: 1,165 shares; 2025Q2: 1,488 shares; 2025Q3: 1,488 shares; 2025Q4: 1,376 shares 1,376 $404K 0.02% -112 Timeline AVSF 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: 8,730 shares; 2024Q4: 8,856 shares; 2025Q1: 8,898 shares; 2025Q2: 9,042 shares; 2025Q3: 9,129 shares; 2025Q4: 8,572 shares 8,572 $404K 0.02% -557 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,100 shares; 2025Q1: 1,104 shares; 2025Q2: 1,121 shares; 2025Q3: 1,127 shares; 2025Q4: 1,141 shares 1,141 $402K 0.02% +14 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,889 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,439 shares; 2025Q4: 2,551 shares 2,551 $400K 0.02% -1,888 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,563 shares; 2024Q4: 2,528 shares; 2025Q1: 2,410 shares; 2025Q2: 2,134 shares; 2025Q3: 2,144 shares; 2025Q4: 2,103 shares 2,103 $400K 0.02% -41 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,132 shares; 2024Q4: 8,395 shares; 2025Q1: 8,087 shares; 2025Q2: 7,941 shares; 2025Q3: 7,963 shares; 2025Q4: 7,960 shares 7,960 $399K 0.02% -3 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,870 shares; 2025Q3: 6,471 shares; 2025Q4: 6,549 shares 6,549 $398K 0.02% +78 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,814 shares; 2025Q1: 3,951 shares; 2025Q2: 3,998 shares; 2025Q3: 6,362 shares; 2025Q4: 3,340 shares 3,340 $397K 0.02% -3,022 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,257 shares 4,257 $391K 0.02% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,107 shares; 2024Q4: 5,801 shares; 2025Q1: 5,249 shares; 2025Q2: 4,631 shares; 2025Q3: 718 shares; 2025Q4: 2,842 shares 2,842 $389K 0.02% +2,124 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,871 shares; 2025Q1: not reported; 2025Q2: 2,819 shares; 2025Q3: 2,505 shares; 2025Q4: 1,672 shares 1,672 $389K 0.02% -833 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,989 shares; 2025Q2: 19,466 shares; 2025Q3: 22,735 shares; 2025Q4: 8,331 shares 8,331 $387K 0.02% -14,404 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 5,390 shares; 2025Q1: 5,398 shares; 2025Q2: 5,425 shares; 2025Q3: 5,529 shares; 2025Q4: 5,529 shares 5,529 $386K 0.02% 0 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,704 shares; 2024Q4: 61,280 shares; 2025Q1: 42,033 shares; 2025Q2: 39,652 shares; 2025Q3: 40,454 shares; 2025Q4: 36,835 shares 36,835 $383K 0.02% -3,619 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: 58,822 shares; 2024Q4: 57,277 shares; 2025Q1: not reported; 2025Q2: 21,627 shares; 2025Q3: 19,228 shares; 2025Q4: 18,174 shares 18,174 $382K 0.02% -1,054 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 270 shares; 2025Q1: 261 shares; 2025Q2: 2,791 shares; 2025Q3: 2,529 shares; 2025Q4: 3,784 shares 3,784 $379K 0.02% +1,255 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,384 shares; 2024Q4: 11,354 shares; 2025Q1: 10,906 shares; 2025Q2: 11,896 shares; 2025Q3: 11,557 shares; 2025Q4: 12,401 shares 12,401 $375K 0.02% +844 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,688 shares; 2025Q3: 27,118 shares; 2025Q4: 25,811 shares 25,811 $370K 0.02% -1,307 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,404 shares; 2025Q1: 1,407 shares; 2025Q2: 1,343 shares; 2025Q3: 1,312 shares; 2025Q4: 1,284 shares 1,284 $369K 0.02% -28 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,268 shares; 2024Q4: 4,281 shares; 2025Q1: 4,283 shares; 2025Q2: 4,353 shares; 2025Q3: 4,282 shares; 2025Q4: 4,313 shares 4,313 $369K 0.02% +31 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: 79 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 77 shares; 2025Q3: 71 shares; 2025Q4: 72 shares 72 $368K 0.02% +1 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 2,135 shares; 2025Q1: 2,565 shares; 2025Q2: 2,752 shares; 2025Q3: 2,358 shares; 2025Q4: 1,708 shares 1,708 $368K 0.02% -650 Timeline FLDB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,597 shares; 2025Q3: 15,215 shares; 2025Q4: 7,271 shares 7,271 $367K 0.02% -7,944 Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,939 shares; 2025Q4: 5,836 shares 5,836 $363K 0.02% +897 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: 1,285 shares; 2024Q4: 1,248 shares; 2025Q1: not reported; 2025Q2: 1,967 shares; 2025Q3: 2,108 shares; 2025Q4: 1,969 shares 1,969 $362K 0.02% -139 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,670 shares; 2025Q1: 16,766 shares; 2025Q2: 21,281 shares; 2025Q3: 27,009 shares; 2025Q4: 27,291 shares 27,291 $362K 0.02% +282 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,393 shares; 2025Q3: 27,390 shares; 2025Q4: 10,464 shares 10,464 $362K 0.02% -16,926 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,510 shares; 2024Q4: 5,910 shares; 2025Q1: 4,719 shares; 2025Q2: 4,719 shares; 2025Q3: 4,719 shares; 2025Q4: 7,317 shares 7,317 $360K 0.02% +2,598 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: 7,695 shares; 2024Q4: 15,358 shares; 2025Q1: 15,358 shares; 2025Q2: 14,743 shares; 2025Q3: 14,745 shares; 2025Q4: 14,747 shares 14,747 $359K 0.02% +2 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,101 shares; 2024Q4: 2,132 shares; 2025Q1: 2,130 shares; 2025Q2: 2,131 shares; 2025Q3: 19,049 shares; 2025Q4: 1,876 shares 1,876 $356K 0.02% -17,173 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 908 shares; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 908 shares; 2025Q4: 908 shares 908 $352K 0.02% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,714 shares; 2025Q1: not reported; 2025Q2: 7,035 shares; 2025Q3: 5,684 shares; 2025Q4: 6,360 shares 6,360 $349K 0.02% +676 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: 3,575 shares; 2024Q4: 3,576 shares; 2025Q1: 3,367 shares; 2025Q2: 3,348 shares; 2025Q3: 3,340 shares; 2025Q4: 3,281 shares 3,281 $348K 0.02% -59 Timeline PDP 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: 4,021 shares; 2024Q4: 4,001 shares; 2025Q1: 2,685 shares; 2025Q2: 3,198 shares; 2025Q3: 3,177 shares; 2025Q4: 2,857 shares 2,857 $348K 0.02% -320 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,129 shares; 2024Q4: 9,910 shares; 2025Q1: 17,141 shares; 2025Q2: 8,894 shares; 2025Q3: 8,426 shares; 2025Q4: 8,097 shares 8,097 $345K 0.02% -329 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,822 shares; 2024Q4: 2,838 shares; 2025Q1: 1,809 shares; 2025Q2: 2,828 shares; 2025Q3: 2,579 shares; 2025Q4: 2,552 shares 2,552 $345K 0.02% -27 Timeline RSPG 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: 4,397 shares; 2024Q4: 4,393 shares; 2025Q1: not reported; 2025Q2: 4,021 shares; 2025Q3: 3,986 shares; 2025Q4: 3,972 shares 3,972 $342K 0.02% -14 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,073 shares; 2024Q4: 5,073 shares; 2025Q1: 5,408 shares; 2025Q2: 5,408 shares; 2025Q3: 5,408 shares; 2025Q4: 5,408 shares 5,408 $339K 0.02% 0 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: 5,426 shares; 2024Q4: 5,468 shares; 2025Q1: 5,509 shares; 2025Q2: 5,520 shares; 2025Q3: 5,593 shares; 2025Q4: 1,263 shares 1,263 $337K 0.02% -4,330 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 553 shares 553 $335K 0.02% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,835 shares; 2024Q4: 5,755 shares; 2025Q1: not reported; 2025Q2: 4,240 shares; 2025Q3: 3,521 shares; 2025Q4: 3,475 shares 3,475 $334K 0.02% -46 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,859 shares; 2025Q3: 12,957 shares; 2025Q4: 13,058 shares 13,058 $333K 0.02% +101 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 3,017 shares; 2025Q1: 1,021 shares; 2025Q2: 1,384 shares; 2025Q3: 994 shares; 2025Q4: 823 shares 823 $333K 0.02% -171 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 906 shares; 2025Q1: 907 shares; 2025Q2: 912 shares; 2025Q3: 912 shares; 2025Q4: 914 shares 914 $330K 0.02% +2 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,648 shares; 2024Q4: 9,751 shares; 2025Q1: 9,911 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,660 shares 12,660 $330K 0.02% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,785 shares; 2024Q4: 4,788 shares; 2025Q1: 4,790 shares; 2025Q2: 4,796 shares; 2025Q3: 4,431 shares; 2025Q4: 4,384 shares 4,384 $329K 0.02% -47 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,584 shares; 2024Q4: 4,162 shares; 2025Q1: 6,783 shares; 2025Q2: 4,713 shares; 2025Q3: 7,176 shares; 2025Q4: 4,695 shares 4,695 $329K 0.02% -2,481 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,034 shares; 2024Q4: 18,663 shares; 2025Q1: 19,412 shares; 2025Q2: 26,626 shares; 2025Q3: 27,803 shares; 2025Q4: 27,561 shares 27,561 $325K 0.02% -242 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,134 shares 3,134 $324K 0.02% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,514 shares; 2024Q4: 4,436 shares; 2025Q1: not reported; 2025Q2: 3,918 shares; 2025Q3: 3,980 shares; 2025Q4: 3,959 shares 3,959 $316K 0.02% -21 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,475 shares; 2025Q1: 1,237 shares; 2025Q2: 1,237 shares; 2025Q3: 988 shares; 2025Q4: 926 shares 926 $314K 0.02% -62 Timeline VT 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: 4,189 shares; 2024Q4: 2,902 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,113 shares; 2025Q4: 2,170 shares 2,170 $314K 0.02% +57 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,422 shares; 2024Q4: 42,694 shares; 2025Q1: 37,702 shares; 2025Q2: 37,844 shares; 2025Q3: 32,126 shares; 2025Q4: 29,205 shares 29,205 $312K 0.02% -2,921 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,414 shares; 2024Q4: 1,437 shares; 2025Q1: 1,460 shares; 2025Q2: 1,413 shares; 2025Q3: 1,175 shares; 2025Q4: 1,032 shares 1,032 $311K 0.02% -143 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: 1,230 shares; 2024Q4: 953 shares; 2025Q1: 869 shares; 2025Q2: 886 shares; 2025Q3: 807 shares; 2025Q4: 774 shares 774 $311K 0.02% -33 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,719 shares; 2024Q4: 17,827 shares; 2025Q1: 13,078 shares; 2025Q2: 17,113 shares; 2025Q3: 14,595 shares; 2025Q4: 14,588 shares 14,588 $309K 0.02% -7 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,952 shares; 2024Q4: 35,580 shares; 2025Q1: 34,562 shares; 2025Q2: 30,020 shares; 2025Q3: 25,451 shares; 2025Q4: 24,127 shares 24,127 $308K 0.02% -1,324 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: 2,773 shares; 2024Q4: 2,693 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,790 shares 4,790 $306K 0.02% new Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares 2,600 $306K 0.02% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,965 shares; 2024Q4: 2,935 shares; 2025Q1: 2,938 shares; 2025Q2: 2,968 shares; 2025Q3: 2,942 shares; 2025Q4: 2,960 shares 2,960 $302K 0.02% +18 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,879 shares; 2024Q4: 14,426 shares; 2025Q1: 6,905 shares; 2025Q2: 6,965 shares; 2025Q3: 9,390 shares; 2025Q4: 7,302 shares 7,302 $301K 0.02% -2,088 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,321 shares; 2024Q4: 4,321 shares; 2025Q1: 4,321 shares; 2025Q2: 4,321 shares; 2025Q3: 3,065 shares; 2025Q4: 4,130 shares 4,130 $300K 0.02% +1,065 Timeline