TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 671,396 shares; 2024Q4: 357,918 shares; 2025Q1: 588,939 shares; 2025Q2: 395,307 shares; 2025Q3: 180,021 shares; 2025Q4: 165,697 shares 165,697 $8.36M 4.82% -14,324 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,229 shares; 2024Q4: 139,622 shares; 2025Q1: 86,726 shares; 2025Q2: 122,564 shares; 2025Q3: 118,743 shares; 2025Q4: 91,312 shares 91,312 $7.06M 4.07% -27,431 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,508 shares; 2024Q4: 171,932 shares; 2025Q1: 106,270 shares; 2025Q2: 147,981 shares; 2025Q3: 144,566 shares; 2025Q4: 111,541 shares 111,541 $6.91M 3.98% -33,025 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,610 shares; 2025Q4: 103,164 shares 103,164 $5.27M 3.04% +22,554 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: 5,002 shares; 2024Q4: 5,316 shares; 2025Q1: 5,193 shares; 2025Q2: 7,535 shares; 2025Q3: 5,591 shares; 2025Q4: 5,775 shares 5,775 $3.94M 2.27% +184 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,212 shares; 2025Q1: 47,168 shares; 2025Q2: 47,743 shares; 2025Q3: 50,067 shares; 2025Q4: 40,500 shares 40,500 $3.61M 2.08% -9,567 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,916 shares; 2024Q4: 6,291 shares; 2025Q1: 6,472 shares; 2025Q2: 6,889 shares; 2025Q3: 7,566 shares; 2025Q4: 7,207 shares 7,207 $3.49M 2.01% -359 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,425 shares; 2025Q2: 26,138 shares; 2025Q3: 50,298 shares; 2025Q4: 55,116 shares 55,116 $3.35M 1.93% +4,818 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: 10,009 shares; 2024Q4: 9,502 shares; 2025Q1: 9,713 shares; 2025Q2: 10,158 shares; 2025Q3: 4,275 shares; 2025Q4: 4,554 shares 4,554 $3.12M 1.8% +279 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: 13,077 shares; 2024Q4: 15,805 shares; 2025Q1: 15,160 shares; 2025Q2: 14,914 shares; 2025Q3: 16,520 shares; 2025Q4: 16,679 shares 16,679 $3.11M 1.79% +159 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: not reported; 2024Q4: 15,407 shares; 2025Q1: 27,533 shares; 2025Q2: 34,899 shares; 2025Q3: 47,687 shares; 2025Q4: 56,438 shares 56,438 $2.98M 1.72% +8,751 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: 6,086 shares; 2024Q4: 7,023 shares; 2025Q1: 7,656 shares; 2025Q2: 7,801 shares; 2025Q3: 6,451 shares; 2025Q4: 8,245 shares 8,245 $2.83M 1.63% +1,794 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: not reported; 2025Q3: 9,523 shares; 2025Q4: 80,916 shares 80,916 $2.77M 1.6% +71,393 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: 2,866 shares; 2024Q4: 3,345 shares; 2025Q1: 3,412 shares; 2025Q2: 3,509 shares; 2025Q3: 3,748 shares; 2025Q4: 3,889 shares 3,889 $2.39M 1.38% +141 Timeline VLUE 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: 5,652 shares; 2025Q4: 16,268 shares 16,268 $2.22M 1.28% +10,616 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: 24,641 shares; 2024Q4: 36,416 shares; 2025Q1: 12,700 shares; 2025Q2: 19,682 shares; 2025Q3: 17,583 shares; 2025Q4: 16,343 shares 16,343 $2.01M 1.16% -1,240 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: 1,954 shares; 2024Q4: 1,991 shares; 2025Q1: 2,023 shares; 2025Q2: 1,920 shares; 2025Q3: 1,755 shares; 2025Q4: 1,863 shares 1,863 $2M 1.15% +108 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: 5,061 shares; 2024Q4: 5,464 shares; 2025Q1: 5,012 shares; 2025Q2: 3,958 shares; 2025Q3: 5,436 shares; 2025Q4: 6,263 shares 6,263 $1.96M 1.13% +827 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: 21,847 shares; 2024Q4: 20,582 shares; 2025Q1: 18,177 shares; 2025Q2: 17,904 shares; 2025Q3: 17,895 shares; 2025Q4: 18,047 shares 18,047 $1.93M 1.11% +152 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: 5,389 shares; 2024Q4: 6,637 shares; 2025Q1: 5,775 shares; 2025Q2: 5,900 shares; 2025Q3: 7,028 shares; 2025Q4: 7,035 shares 7,035 $1.91M 1.1% +7 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: 40,698 shares; 2024Q4: 40,041 shares; 2025Q1: 61,232 shares; 2025Q2: 76,564 shares; 2025Q3: 89,794 shares; 2025Q4: 66,777 shares 66,777 $1.82M 1.05% -23,017 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,018 shares 7,018 $1.74M 1% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 3,281 shares; 2025Q1: 3,437 shares; 2025Q2: 3,776 shares; 2025Q3: 2,441 shares; 2025Q4: 2,765 shares 2,765 $1.73M 1% +324 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: 2,841 shares; 2024Q4: 3,314 shares; 2025Q1: 3,490 shares; 2025Q2: 3,159 shares; 2025Q3: 3,277 shares; 2025Q4: 3,574 shares 3,574 $1.72M 0.99% +297 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,989 shares; 2024Q4: 12,614 shares; 2025Q1: not reported; 2025Q2: 21,700 shares; 2025Q3: 55,570 shares; 2025Q4: 44,000 shares 44,000 $1.7M 0.98% -11,570 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: 2,063 shares; 2024Q4: 3,084 shares; 2025Q1: 2,978 shares; 2025Q2: 3,785 shares; 2025Q3: 3,164 shares; 2025Q4: 3,719 shares 3,719 $1.67M 0.96% +555 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: 5,888 shares; 2024Q4: 9,182 shares; 2025Q1: 6,199 shares; 2025Q2: 7,971 shares; 2025Q3: 4,405 shares; 2025Q4: 4,432 shares 4,432 $1.66M 0.95% +27 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: not reported; 2024Q4: not reported; 2025Q1: 48,841 shares; 2025Q2: 49,472 shares; 2025Q3: 50,122 shares; 2025Q4: 47,159 shares 47,159 $1.54M 0.89% -2,963 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,095 shares; 2025Q3: 28,143 shares; 2025Q4: 50,753 shares 50,753 $1.49M 0.86% +22,610 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,469 shares 40,469 $1.45M 0.84% new Timeline SYSB 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: 15,906 shares 15,906 $1.43M 0.82% new Timeline IWC 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: 9,265 shares; 2025Q4: 9,027 shares 9,027 $1.42M 0.82% -238 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,253 shares; 2025Q2: 38,670 shares; 2025Q3: 42,844 shares; 2025Q4: 36,089 shares 36,089 $1.42M 0.82% -6,755 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,858 shares 23,858 $1.41M 0.82% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 1,736 shares; 2025Q1: 1,497 shares; 2025Q2: 1,640 shares; 2025Q3: 1,937 shares; 2025Q4: 2,128 shares 2,128 $1.4M 0.81% +191 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: 3,333 shares; 2024Q4: 2,740 shares; 2025Q1: 3,245 shares; 2025Q2: 2,899 shares; 2025Q3: 3,287 shares; 2025Q4: 3,975 shares 3,975 $1.38M 0.79% +688 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,584 shares; 2024Q4: 28,382 shares; 2025Q1: 30,971 shares; 2025Q2: 29,866 shares; 2025Q3: 28,716 shares; 2025Q4: 55,308 shares 55,308 $1.34M 0.77% +26,592 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: 2,408 shares; 2024Q4: 2,065 shares; 2025Q1: 2,038 shares; 2025Q2: 2,138 shares; 2025Q3: 3,150 shares; 2025Q4: 3,944 shares 3,944 $1.27M 0.73% +794 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: 3,486 shares; 2024Q4: 4,550 shares; 2025Q1: 3,987 shares; 2025Q2: 4,633 shares; 2025Q3: 5,339 shares; 2025Q4: 5,498 shares 5,498 $1.27M 0.73% +159 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,699 shares; 2024Q4: 27,698 shares; 2025Q1: 23,807 shares; 2025Q2: 23,114 shares; 2025Q3: 22,357 shares; 2025Q4: 22,217 shares 22,217 $1.26M 0.73% -140 Timeline FLTR 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: 22,279 shares; 2024Q4: 34,689 shares; 2025Q1: 48,135 shares; 2025Q2: 49,815 shares; 2025Q3: 47,764 shares; 2025Q4: 49,153 shares 49,153 $1.25M 0.72% +1,389 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,582 shares; 2025Q4: 26,427 shares 26,427 $1.25M 0.72% -41,155 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: 79,434 shares; 2024Q4: 75,135 shares; 2025Q1: 67,802 shares; 2025Q2: 69,008 shares; 2025Q3: 56,300 shares; 2025Q4: 44,105 shares 44,105 $1.24M 0.71% -12,195 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: 15,019 shares; 2024Q4: 14,561 shares; 2025Q1: 13,707 shares; 2025Q2: 16,298 shares; 2025Q3: 13,658 shares; 2025Q4: 11,783 shares 11,783 $1.12M 0.65% -1,875 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: 23,380 shares; 2024Q4: 23,642 shares; 2025Q1: 25,160 shares; 2025Q2: 26,720 shares; 2025Q3: 30,978 shares; 2025Q4: 21,795 shares 21,795 $1.09M 0.63% -9,183 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,668 shares; 2024Q4: 14,362 shares; 2025Q1: 19,884 shares; 2025Q2: 20,245 shares; 2025Q3: 20,555 shares; 2025Q4: 20,874 shares 20,874 $1.06M 0.61% +319 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,164 shares; 2024Q4: 9,754 shares; 2025Q1: 9,756 shares; 2025Q2: 9,976 shares; 2025Q3: 9,760 shares; 2025Q4: 13,946 shares 13,946 $996K 0.57% +4,186 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: 6,178 shares; 2024Q4: 4,849 shares; 2025Q1: 3,586 shares; 2025Q2: 3,361 shares; 2025Q3: 3,965 shares; 2025Q4: 12,252 shares 12,252 $983K 0.57% +8,287 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: 3,762 shares; 2024Q4: 4,060 shares; 2025Q1: 3,998 shares; 2025Q2: 4,481 shares; 2025Q3: 7,368 shares; 2025Q4: 6,818 shares 6,818 $978K 0.56% -550 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: 27,946 shares; 2024Q4: 4,372 shares; 2025Q1: 5,325 shares; 2025Q2: 9,047 shares; 2025Q3: 9,765 shares; 2025Q4: 12,825 shares 12,825 $962K 0.55% +3,060 Timeline ZHDG TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,220 shares; 2024Q4: 85,434 shares; 2025Q1: 44,404 shares; 2025Q2: 48,419 shares; 2025Q3: 54,388 shares; 2025Q4: 41,977 shares 41,977 $950K 0.55% -12,411 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: 4,628 shares; 2024Q4: 10,553 shares; 2025Q1: 16,389 shares; 2025Q2: 16,509 shares; 2025Q3: 16,773 shares; 2025Q4: 17,914 shares 17,914 $927K 0.53% +1,141 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: 967 shares; 2024Q4: 1,118 shares; 2025Q1: 1,169 shares; 2025Q2: 1,253 shares; 2025Q3: 1,571 shares; 2025Q4: 1,840 shares 1,840 $925K 0.53% +269 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: 9,016 shares; 2024Q4: 8,442 shares; 2025Q1: 8,376 shares; 2025Q2: 8,378 shares; 2025Q3: 3,335 shares; 2025Q4: 3,337 shares 3,337 $924K 0.53% +2 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,500 shares; 2025Q2: 7,156 shares; 2025Q3: 7,763 shares; 2025Q4: 11,357 shares 11,357 $922K 0.53% +3,594 Timeline THTA TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,250 shares; 2024Q4: 316,522 shares; 2025Q1: 445,017 shares; 2025Q2: 295,621 shares; 2025Q3: 86,110 shares; 2025Q4: 60,274 shares 60,274 $917K 0.53% -25,836 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: 4,566 shares; 2024Q4: 4,197 shares; 2025Q1: 4,646 shares; 2025Q2: 4,892 shares; 2025Q3: 5,847 shares; 2025Q4: 7,221 shares 7,221 $869K 0.5% +1,374 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: 5,780 shares; 2024Q4: 6,062 shares; 2025Q1: 4,598 shares; 2025Q2: 4,939 shares; 2025Q3: 5,975 shares; 2025Q4: 7,551 shares 7,551 $841K 0.48% +1,576 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: 7,633 shares; 2024Q4: 7,668 shares; 2025Q1: 7,878 shares; 2025Q2: 8,057 shares; 2025Q3: not reported; 2025Q4: 12,504 shares 12,504 $841K 0.48% new 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: 12,557 shares; 2024Q4: 12,478 shares; 2025Q1: 12,386 shares; 2025Q2: 11,694 shares; 2025Q3: 5,765 shares; 2025Q4: 5,554 shares 5,554 $826K 0.48% -211 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: 76,326 shares; 2024Q4: 27,543 shares; 2025Q1: 15,929 shares; 2025Q2: 27,757 shares; 2025Q3: 17,980 shares; 2025Q4: 8,251 shares 8,251 $824K 0.48% -9,729 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: not reported; 2025Q3: 16,909 shares; 2025Q4: 24,282 shares 24,282 $809K 0.47% +7,373 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: 4,062 shares; 2025Q1: 12,644 shares; 2025Q2: 13,301 shares; 2025Q3: 14,054 shares; 2025Q4: 15,641 shares 15,641 $802K 0.46% +1,587 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,195 shares; 2025Q3: 41,205 shares; 2025Q4: 21,251 shares 21,251 $783K 0.45% -19,954 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: 1,812 shares; 2024Q4: 2,096 shares; 2025Q1: 2,265 shares; 2025Q2: 2,160 shares; 2025Q3: 3,009 shares; 2025Q4: 3,772 shares 3,772 $781K 0.45% +763 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,212 shares; 2024Q4: 13,465 shares; 2025Q1: 15,090 shares; 2025Q2: 13,707 shares; 2025Q3: 12,612 shares; 2025Q4: 20,635 shares 20,635 $753K 0.43% +8,023 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: 22,972 shares; 2024Q4: 23,446 shares; 2025Q1: 21,183 shares; 2025Q2: 32,564 shares; 2025Q3: 6,454 shares; 2025Q4: 6,423 shares 6,423 $739K 0.43% -31 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: 384 shares; 2024Q4: not reported; 2025Q1: 368 shares; 2025Q2: 391 shares; 2025Q3: 577 shares; 2025Q4: 821 shares 821 $721K 0.42% +244 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,083 shares; 2025Q1: 15,949 shares; 2025Q2: 15,949 shares; 2025Q3: 15,913 shares; 2025Q4: 15,913 shares 15,913 $718K 0.41% 0 Timeline MGC 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: 12,745 shares; 2024Q4: 3,538 shares; 2025Q1: 2,673 shares; 2025Q2: 2,839 shares; 2025Q3: 2,614 shares; 2025Q4: 2,811 shares 2,811 $706K 0.41% +197 Timeline EMHY 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: 21,160 shares; 2025Q1: 20,672 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,458 shares 17,458 $705K 0.41% new Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,582 shares; 2025Q2: 11,702 shares; 2025Q3: 12,439 shares; 2025Q4: 13,297 shares 13,297 $702K 0.4% +858 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,081 shares; 2024Q4: 16,862 shares; 2025Q1: 18,123 shares; 2025Q2: 18,190 shares; 2025Q3: 26,547 shares; 2025Q4: 18,298 shares 18,298 $701K 0.4% -8,249 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: 1,209 shares; 2024Q4: 1,428 shares; 2025Q1: 1,338 shares; 2025Q2: 1,441 shares; 2025Q3: 1,533 shares; 2025Q4: 1,690 shares 1,690 $698K 0.4% +157 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: 1,245 shares; 2024Q4: 1,343 shares; 2025Q1: 1,457 shares; 2025Q2: 1,418 shares; 2025Q3: 1,619 shares; 2025Q4: 1,981 shares 1,981 $682K 0.39% +362 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,981 shares; 2024Q4: 38,906 shares; 2025Q1: 38,479 shares; 2025Q2: 42,974 shares; 2025Q3: 31,585 shares; 2025Q4: 11,547 shares 11,547 $642K 0.37% -20,038 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: not reported; 2025Q2: not reported; 2025Q3: 17,992 shares; 2025Q4: 16,618 shares 16,618 $641K 0.37% -1,374 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: 5,763 shares; 2024Q4: 5,791 shares; 2025Q1: 6,032 shares; 2025Q2: 5,967 shares; 2025Q3: 5,767 shares; 2025Q4: 6,119 shares 6,119 $614K 0.35% +352 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: 9,054 shares 9,054 $612K 0.35% new 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: 1,374 shares; 2024Q4: 1,824 shares; 2025Q1: 1,426 shares; 2025Q2: 1,516 shares; 2025Q3: 1,927 shares; 2025Q4: 2,632 shares 2,632 $601K 0.35% +705 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,583 shares; 2024Q4: 10,071 shares; 2025Q1: 10,052 shares; 2025Q2: 10,169 shares; 2025Q3: 4,691 shares; 2025Q4: 5,659 shares 5,659 $589K 0.34% +968 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: 3,182 shares; 2025Q1: 3,251 shares; 2025Q2: 3,698 shares; 2025Q3: 3,850 shares; 2025Q4: 4,020 shares 4,020 $567K 0.33% +170 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: 3,146 shares; 2024Q4: 3,200 shares; 2025Q1: 3,076 shares; 2025Q2: 3,403 shares; 2025Q3: 3,519 shares; 2025Q4: 3,947 shares 3,947 $566K 0.33% +428 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,699 shares; 2025Q2: 8,787 shares; 2025Q3: 10,969 shares; 2025Q4: 10,244 shares 10,244 $561K 0.32% -725 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: 9,868 shares; 2024Q4: 9,096 shares; 2025Q1: 7,503 shares; 2025Q2: 7,480 shares; 2025Q3: 5,761 shares; 2025Q4: 11,296 shares 11,296 $561K 0.32% +5,535 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: not reported; 2025Q1: not reported; 2025Q2: 220 shares; 2025Q3: 336 shares; 2025Q4: 520 shares 520 $557K 0.32% +184 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: 2,441 shares; 2024Q4: 2,569 shares; 2025Q1: 2,658 shares; 2025Q2: 2,718 shares; 2025Q3: 1,628 shares; 2025Q4: 1,908 shares 1,908 $554K 0.32% +280 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: 651 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 607 shares; 2025Q4: 936 shares 936 $536K 0.31% +329 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,696 shares; 2024Q4: 3,697 shares; 2025Q1: 3,697 shares; 2025Q2: 3,698 shares; 2025Q3: 3,700 shares; 2025Q4: 5,086 shares 5,086 $529K 0.31% +1,386 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: 2,099 shares; 2024Q4: 2,422 shares; 2025Q1: 2,276 shares; 2025Q2: 3,358 shares; 2025Q3: 3,322 shares; 2025Q4: 3,582 shares 3,582 $514K 0.3% +260 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: 4,992 shares; 2024Q4: 4,997 shares; 2025Q1: 4,348 shares; 2025Q2: 2,955 shares; 2025Q3: 4,510 shares; 2025Q4: 6,635 shares 6,635 $511K 0.29% +2,125 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,901 shares; 2025Q3: 2,422 shares; 2025Q4: 3,155 shares 3,155 $506K 0.29% +733 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,465 shares; 2024Q4: 3,482 shares; 2025Q1: 2,236 shares; 2025Q2: 2,329 shares; 2025Q3: 2,411 shares; 2025Q4: 2,015 shares 2,015 $496K 0.29% -396 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: 1,524 shares; 2024Q4: 1,528 shares; 2025Q1: 1,442 shares; 2025Q2: 1,442 shares; 2025Q3: 1,448 shares; 2025Q4: 1,454 shares 1,454 $488K 0.28% +6 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,059 shares; 2025Q1: 2,850 shares; 2025Q2: 3,153 shares; 2025Q3: 3,918 shares; 2025Q4: 5,136 shares 5,136 $479K 0.28% +1,218 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: 571 shares; 2024Q4: 597 shares; 2025Q1: 601 shares; 2025Q2: 662 shares; 2025Q3: 614 shares; 2025Q4: 548 shares 548 $472K 0.27% -66 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,983 shares 17,983 $467K 0.27% new 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: 4,716 shares; 2024Q4: 4,523 shares; 2025Q1: 4,518 shares; 2025Q2: 5,345 shares; 2025Q3: 5,896 shares; 2025Q4: 4,797 shares 4,797 $462K 0.27% -1,099 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,555 shares 10,555 $454K 0.26% new Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,257 shares; 2025Q4: 7,213 shares 7,213 $444K 0.26% +956 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,470 shares; 2025Q3: 6,028 shares; 2025Q4: 7,824 shares 7,824 $430K 0.25% +1,796 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: 4,652 shares; 2024Q4: 4,672 shares; 2025Q1: 4,653 shares; 2025Q2: 4,652 shares; 2025Q3: 4,674 shares; 2025Q4: 4,677 shares 4,677 $430K 0.25% +3 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: 426 shares; 2024Q4: 386 shares; 2025Q1: 422 shares; 2025Q2: 451 shares; 2025Q3: 470 shares; 2025Q4: 4,568 shares 4,568 $428K 0.25% +4,098 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 4,548 shares; 2025Q1: 4,596 shares; 2025Q2: 4,597 shares; 2025Q3: 4,599 shares; 2025Q4: 4,599 shares 4,599 $425K 0.25% 0 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: 2,465 shares; 2024Q4: 2,356 shares; 2025Q1: 2,300 shares; 2025Q2: not reported; 2025Q3: 2,889 shares; 2025Q4: 4,018 shares 4,018 $423K 0.24% +1,129 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 2,030 shares; 2025Q1: 1,867 shares; 2025Q2: 1,978 shares; 2025Q3: 2,729 shares; 2025Q4: 3,734 shares 3,734 $421K 0.24% +1,005 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,298 shares; 2025Q1: 1,444 shares; 2025Q2: 1,157 shares; 2025Q3: 1,168 shares; 2025Q4: 1,190 shares 1,190 $417K 0.24% +22 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: 5,710 shares; 2024Q4: 7,851 shares; 2025Q1: 5,235 shares; 2025Q2: 5,846 shares; 2025Q3: 7,624 shares; 2025Q4: 10,157 shares 10,157 $414K 0.24% +2,533 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: 2,809 shares; 2024Q4: 2,630 shares; 2025Q1: 2,824 shares; 2025Q2: 2,869 shares; 2025Q3: 2,270 shares; 2025Q4: 2,096 shares 2,096 $409K 0.24% -174 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: 1,691 shares; 2024Q4: 1,580 shares; 2025Q1: 1,541 shares; 2025Q2: 1,539 shares; 2025Q3: 1,512 shares; 2025Q4: 2,787 shares 2,787 $401K 0.23% +1,275 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: 1,604 shares; 2024Q4: 1,550 shares; 2025Q1: 1,590 shares; 2025Q2: 1,717 shares; 2025Q3: 1,536 shares; 2025Q4: 1,555 shares 1,555 $400K 0.23% +19 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: 433 shares; 2024Q4: 444 shares; 2025Q1: 424 shares; 2025Q2: 442 shares; 2025Q3: 452 shares; 2025Q4: 521 shares 521 $393K 0.23% +69 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,140 shares; 2025Q2: 7,632 shares; 2025Q3: 11,726 shares; 2025Q4: 15,710 shares 15,710 $390K 0.22% +3,984 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: 4,612 shares; 2024Q4: 5,462 shares; 2025Q1: 3,759 shares; 2025Q2: 3,746 shares; 2025Q3: 4,348 shares; 2025Q4: 5,508 shares 5,508 $385K 0.22% +1,160 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: 3,174 shares; 2024Q4: 2,541 shares; 2025Q1: 2,291 shares; 2025Q2: 2,315 shares; 2025Q3: 3,166 shares; 2025Q4: 4,053 shares 4,053 $379K 0.22% +887 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 535 shares; 2025Q3: 694 shares; 2025Q4: 801 shares 801 $379K 0.22% +107 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,143 shares; 2024Q4: 36,135 shares; 2025Q1: 26,743 shares; 2025Q2: 21,753 shares; 2025Q3: 16,726 shares; 2025Q4: 14,496 shares 14,496 $373K 0.22% -2,230 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,134 shares; 2024Q4: 2,001 shares; 2025Q1: 1,780 shares; 2025Q2: 1,831 shares; 2025Q3: 1,580 shares; 2025Q4: 2,158 shares 2,158 $369K 0.21% +578 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 768 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 537 shares 537 $362K 0.21% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 771 shares; 2025Q1: 775 shares; 2025Q2: 778 shares; 2025Q3: 892 shares; 2025Q4: 1,175 shares 1,175 $359K 0.21% +283 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,651 shares; 2024Q4: 1,635 shares; 2025Q1: 1,641 shares; 2025Q2: 1,648 shares; 2025Q3: 1,604 shares; 2025Q4: 1,643 shares 1,643 $348K 0.2% +39 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: 762 shares; 2024Q4: 1,020 shares; 2025Q1: 619 shares; 2025Q2: 785 shares; 2025Q3: 781 shares; 2025Q4: 572 shares 572 $345K 0.2% -209 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,187 shares; 2025Q2: 1,407 shares; 2025Q3: 1,799 shares; 2025Q4: 1,777 shares 1,777 $339K 0.2% -22 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,584 shares; 2025Q4: 12,282 shares 12,282 $338K 0.19% +3,698 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 482 shares; 2025Q4: 655 shares 655 $335K 0.19% +173 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,846 shares; 2025Q1: 5,072 shares; 2025Q2: 4,368 shares; 2025Q3: 4,523 shares; 2025Q4: 4,257 shares 4,257 $327K 0.19% -266 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,862 shares; 2024Q4: 6,855 shares; 2025Q1: 6,855 shares; 2025Q2: 6,855 shares; 2025Q3: 6,851 shares; 2025Q4: 6,849 shares 6,849 $327K 0.19% -2 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 13,196 shares; 2025Q2: 17,956 shares; 2025Q3: 14,512 shares; 2025Q4: 7,680 shares 7,680 $323K 0.19% -6,832 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,759 shares 2,759 $320K 0.18% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,642 shares; 2025Q4: 1,863 shares 1,863 $319K 0.18% +221 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,581 shares; 2025Q4: 4,035 shares 4,035 $319K 0.18% +1,454 Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,894 shares 8,894 $318K 0.18% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: not reported; 2025Q1: 3,951 shares; 2025Q2: 3,946 shares; 2025Q3: 3,997 shares; 2025Q4: 3,989 shares 3,989 $317K 0.18% -8 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,622 shares; 2025Q4: 2,118 shares 2,118 $305K 0.18% -504 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 932 shares; 2025Q4: 957 shares 957 $300K 0.17% +25 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: not reported; 2025Q4: 4,607 shares 4,607 $298K 0.17% new 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: not reported; 2024Q4: not reported; 2025Q1: 5,368 shares; 2025Q2: 5,230 shares; 2025Q3: 5,253 shares; 2025Q4: 6,922 shares 6,922 $297K 0.17% +1,669 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: 4,114 shares; 2024Q4: 4,514 shares; 2025Q1: 4,856 shares; 2025Q2: 5,207 shares; 2025Q3: not reported; 2025Q4: 3,284 shares 3,284 $294K 0.17% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,751 shares; 2025Q4: 1,467 shares 1,467 $292K 0.17% -284 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,626 shares; 2025Q1: 8,278 shares; 2025Q2: 10,034 shares; 2025Q3: 9,203 shares; 2025Q4: 9,470 shares 9,470 $283K 0.16% +267 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,938 shares; 2025Q1: not reported; 2025Q2: 1,368 shares; 2025Q3: 1,573 shares; 2025Q4: 1,367 shares 1,367 $280K 0.16% -206 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,362 shares; 2024Q4: 3,976 shares; 2025Q1: 3,732 shares; 2025Q2: 3,671 shares; 2025Q3: 2,859 shares; 2025Q4: 2,967 shares 2,967 $280K 0.16% +108 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: not reported; 2024Q4: not reported; 2025Q1: 1,104 shares; 2025Q2: 805 shares; 2025Q3: 852 shares; 2025Q4: 769 shares 769 $277K 0.16% -83 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,184 shares; 2025Q4: 2,873 shares 2,873 $276K 0.16% +689 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,118 shares 2,118 $270K 0.16% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 383 shares; 2025Q1: 402 shares; 2025Q2: 392 shares; 2025Q3: 425 shares; 2025Q4: 473 shares 473 $270K 0.16% +48 Timeline VOOV 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: 1,219 shares; 2024Q4: 1,233 shares; 2025Q1: 1,238 shares; 2025Q2: 1,244 shares; 2025Q3: 1,250 shares; 2025Q4: 1,306 shares 1,306 $268K 0.15% +56 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 520 shares; 2025Q1: 540 shares; 2025Q2: 568 shares; 2025Q3: 547 shares; 2025Q4: 462 shares 462 $265K 0.15% -85 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: 1,925 shares; 2024Q4: 1,933 shares; 2025Q1: 1,712 shares; 2025Q2: 1,634 shares; 2025Q3: 1,627 shares; 2025Q4: 1,489 shares 1,489 $264K 0.15% -138 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,946 shares 4,946 $264K 0.15% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 994 shares; 2025Q1: 999 shares; 2025Q2: 999 shares; 2025Q3: 1,002 shares; 2025Q4: 1,008 shares 1,008 $260K 0.15% +6 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,470 shares; 2025Q3: 12,358 shares; 2025Q4: 15,274 shares 15,274 $260K 0.15% +2,916 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 876 shares 876 $260K 0.15% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,597 shares; 2025Q4: 4,477 shares 4,477 $258K 0.15% +880 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: 889 shares; 2024Q4: 861 shares; 2025Q1: 930 shares; 2025Q2: not reported; 2025Q3: 590 shares; 2025Q4: 776 shares 776 $256K 0.15% +186 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 1,049 shares; 2025Q1: 882 shares; 2025Q2: 691 shares; 2025Q3: 688 shares; 2025Q4: 989 shares 989 $256K 0.15% +301 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,080 shares; 2024Q4: 49,090 shares; 2025Q1: 48,200 shares; 2025Q2: 49,700 shares; 2025Q3: 49,300 shares; 2025Q4: 40,700 shares 40,700 $251K 0.14% -8,600 Timeline DFAI 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: 9,185 shares; 2024Q4: 9,185 shares; 2025Q1: 9,185 shares; 2025Q2: 11,379 shares; 2025Q3: 6,572 shares; 2025Q4: 6,572 shares 6,572 $250K 0.14% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,327 shares 5,327 $249K 0.14% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,424 shares; 2024Q4: not reported; 2025Q1: 3,371 shares; 2025Q2: 3,371 shares; 2025Q3: 3,371 shares; 2025Q4: 3,371 shares 3,371 $248K 0.14% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,840 shares 2,840 $248K 0.14% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,918 shares; 2025Q3: 1,919 shares; 2025Q4: 2,102 shares 2,102 $247K 0.14% +183 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: 6,585 shares; 2024Q4: 6,447 shares; 2025Q1: 6,447 shares; 2025Q2: 6,447 shares; 2025Q3: 6,197 shares; 2025Q4: 6,197 shares 6,197 $245K 0.14% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 279 shares 279 $245K 0.14% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,580 shares; 2025Q2: 3,980 shares; 2025Q3: 3,811 shares; 2025Q4: 3,142 shares 3,142 $241K 0.14% -669 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: 3,138 shares; 2024Q4: 3,138 shares; 2025Q1: 3,138 shares; 2025Q2: 3,047 shares; 2025Q3: 622 shares; 2025Q4: 622 shares 622 $241K 0.14% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,516 shares 9,516 $237K 0.14% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,957 shares; 2024Q4: 4,181 shares; 2025Q1: 4,161 shares; 2025Q2: 4,264 shares; 2025Q3: 2,722 shares; 2025Q4: 2,958 shares 2,958 $234K 0.13% +236 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: 3,008 shares; 2024Q4: 2,775 shares; 2025Q1: 2,572 shares; 2025Q2: 3,361 shares; 2025Q3: 2,857 shares; 2025Q4: 2,115 shares 2,115 $232K 0.13% -742 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 690 shares 690 $232K 0.13% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,965 shares 1,965 $229K 0.13% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,456 shares; 2025Q4: 1,784 shares 1,784 $225K 0.13% +328 Timeline REVG REV GROUP INC More: the full row for REV GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,684 shares 3,684 $224K 0.13% new Timeline LTM LATAM AIRLINES GROUP SA More: the full row for LATAM AIRLINES GROUP SA Quarterly shares; oldest 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: 4,425 shares; 2025Q4: 4,143 shares 4,143 $224K 0.13% -282 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: not reported; 2025Q1: 871 shares; 2025Q2: 935 shares; 2025Q3: 854 shares; 2025Q4: 662 shares 662 $223K 0.13% -192 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,701 shares; 2025Q4: 1,315 shares 1,315 $223K 0.13% -386 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,385 shares 5,385 $221K 0.13% new Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,587 shares; 2025Q4: 4,966 shares 4,966 $221K 0.13% +379 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 396 shares 396 $219K 0.13% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,611 shares 1,611 $218K 0.13% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,931 shares 5,931 $215K 0.12% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,134 shares; 2025Q2: not reported; 2025Q3: 6,119 shares; 2025Q4: 6,120 shares 6,120 $213K 0.12% +1 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 951 shares 951 $212K 0.12% new 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: 1,372 shares; 2024Q4: not reported; 2025Q1: 1,740 shares; 2025Q2: 1,794 shares; 2025Q3: 1,579 shares; 2025Q4: 1,303 shares 1,303 $211K 0.12% -276 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,731 shares; 2024Q4: 4,457 shares; 2025Q1: 4,006 shares; 2025Q2: 5,126 shares; 2025Q3: 4,408 shares; 2025Q4: 3,514 shares 3,514 $211K 0.12% -894 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,406 shares; 2025Q4: 3,641 shares 3,641 $210K 0.12% +235 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 429 shares 429 $208K 0.12% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 994 shares 994 $208K 0.12% new Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,494 shares 10,494 $207K 0.12% new Timeline RBLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,773 shares 2,773 $207K 0.12% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,649 shares 1,649 $207K 0.12% new 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: 1,562 shares; 2024Q4: 1,665 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 937 shares; 2025Q4: 938 shares 938 $206K 0.12% +1 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: 726 shares; 2024Q4: 868 shares; 2025Q1: 841 shares; 2025Q2: 908 shares; 2025Q3: 752 shares; 2025Q4: 624 shares 624 $204K 0.12% -128 Timeline DAUG 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: 5,122 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,907 shares; 2025Q3: 4,816 shares; 2025Q4: 4,601 shares 4,601 $204K 0.12% -215 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,280 shares; 2025Q4: 1,159 shares 1,159 $202K 0.12% -121 Timeline STNE STONECO LTD More: the full row for STONECO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,634 shares 11,634 $172K 0.1% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,146 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,141 shares; 2025Q4: 10,161 shares 10,161 $109K 0.06% +20 Timeline ASPIRE BIOPHARMA HLDGS INC … ASPIRE BIOPHARMA HLDGS INC COM More: the full row for ASPIRE BIOPHARMA HLDGS INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,446 shares; 2025Q2: 235,106 shares; 2025Q3: 263,522 shares; 2025Q4: 357,340 shares 357,340 $47.1K 0.03% +93,818 FBLG FIBROBIOLOGICS INC COM More: the full row for FIBROBIOLOGICS INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,100 shares; 2024Q4: 110,100 shares; 2025Q1: 110,100 shares; 2025Q2: 110,100 shares; 2025Q3: 110,100 shares; 2025Q4: 110,100 shares 110,100 $24.8K 0.01% 0 Timeline