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: 45,342 shares; 2024Q4: 45,310 shares; 2025Q1: 46,037 shares; 2025Q2: 47,587 shares; 2025Q3: 47,723 shares; 2025Q4: 41,362 shares 41,362 $11.2M 5.42% -6,361 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: 29,991 shares; 2024Q4: 29,931 shares; 2025Q1: 29,355 shares; 2025Q2: 29,270 shares; 2025Q3: 29,050 shares; 2025Q4: 28,676 shares 28,676 $7.72M 3.72% -374 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: 12,047 shares; 2024Q4: 12,214 shares; 2025Q1: 12,137 shares; 2025Q2: 12,755 shares; 2025Q3: 13,270 shares; 2025Q4: 13,160 shares 13,160 $6.61M 3.19% -110 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: 18,298 shares; 2024Q4: 18,544 shares; 2025Q1: 19,192 shares; 2025Q2: 19,513 shares; 2025Q3: 19,618 shares; 2025Q4: 39,233 shares 39,233 $5.65M 2.72% +19,615 Timeline SLYG 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: 55,344 shares; 2024Q4: 55,294 shares; 2025Q1: 55,793 shares; 2025Q2: 54,440 shares; 2025Q3: 53,560 shares; 2025Q4: 51,941 shares 51,941 $4.89M 2.36% -1,619 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: 28,266 shares; 2024Q4: 28,539 shares; 2025Q1: 29,115 shares; 2025Q2: 28,964 shares; 2025Q3: 29,074 shares; 2025Q4: 29,103 shares 29,103 $4.56M 2.2% +29 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,599 shares; 2024Q4: 18,704 shares; 2025Q1: 18,569 shares; 2025Q2: 18,151 shares; 2025Q3: 17,960 shares; 2025Q4: 17,865 shares 17,865 $4.31M 2.08% -95 Timeline CIBR 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: 56,388 shares; 2024Q4: 55,993 shares; 2025Q1: 55,933 shares; 2025Q2: 55,623 shares; 2025Q3: 56,623 shares; 2025Q4: 58,456 shares 58,456 $4.18M 2.01% +1,833 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: 8,376 shares; 2024Q4: 8,096 shares; 2025Q1: 8,403 shares; 2025Q2: 8,343 shares; 2025Q3: 8,475 shares; 2025Q4: 8,475 shares 8,475 $3.81M 1.84% 0 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: 5,711 shares; 2024Q4: 5,741 shares; 2025Q1: 5,900 shares; 2025Q2: 5,946 shares; 2025Q3: 5,923 shares; 2025Q4: 5,919 shares 5,919 $3.64M 1.75% -4 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: 25,223 shares; 2024Q4: 25,258 shares; 2025Q1: 24,791 shares; 2025Q2: 24,193 shares; 2025Q3: 23,843 shares; 2025Q4: 23,473 shares 23,473 $3.31M 1.6% -370 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: 29,114 shares; 2024Q4: 29,019 shares; 2025Q1: 28,909 shares; 2025Q2: 29,004 shares; 2025Q3: 28,829 shares; 2025Q4: 28,599 shares 28,599 $2.64M 1.27% -230 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,309 shares; 2024Q4: 39,691 shares; 2025Q1: 38,494 shares; 2025Q2: 38,095 shares; 2025Q3: 38,015 shares; 2025Q4: 37,809 shares 37,809 $2.62M 1.26% -206 Timeline PNQI 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: 50,000 shares; 2024Q4: 49,850 shares; 2025Q1: 48,950 shares; 2025Q2: 48,900 shares; 2025Q3: 48,500 shares; 2025Q4: 48,400 shares 48,400 $2.61M 1.26% -100 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: 4,312 shares; 2024Q4: 4,371 shares; 2025Q1: 4,891 shares; 2025Q2: 4,976 shares; 2025Q3: 4,994 shares; 2025Q4: 4,966 shares 4,966 $2.4M 1.16% -28 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: 9,339 shares; 2024Q4: 9,350 shares; 2025Q1: 10,899 shares; 2025Q2: 11,506 shares; 2025Q3: 11,992 shares; 2025Q4: 12,345 shares 12,345 $2.3M 1.11% +353 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,144 shares; 2024Q4: 49,804 shares; 2025Q1: 49,784 shares; 2025Q2: 49,544 shares; 2025Q3: 49,444 shares; 2025Q4: 48,544 shares 48,544 $2.24M 1.08% -900 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,284 shares; 2024Q4: 3,273 shares; 2025Q1: 3,273 shares; 2025Q2: 3,281 shares; 2025Q3: 3,298 shares; 2025Q4: 3,308 shares 3,308 $2.18M 1.05% +10 Timeline CZA 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: 20,662 shares; 2024Q4: 20,552 shares; 2025Q1: 20,502 shares; 2025Q2: 20,032 shares; 2025Q3: 19,812 shares; 2025Q4: 19,562 shares 19,562 $2.17M 1.04% -250 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,980 shares; 2024Q4: 14,980 shares; 2025Q1: 15,295 shares; 2025Q2: 15,486 shares; 2025Q3: 15,266 shares; 2025Q4: 15,421 shares 15,421 $2.07M 1% +155 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: 25,466 shares; 2024Q4: 24,906 shares; 2025Q1: 24,756 shares; 2025Q2: 23,706 shares; 2025Q3: 22,846 shares; 2025Q4: 22,106 shares 22,106 $2.01M 0.97% -740 Timeline RWJ 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: 37,628 shares; 2024Q4: 38,840 shares; 2025Q1: 40,298 shares; 2025Q2: 40,164 shares; 2025Q3: 40,557 shares; 2025Q4: 40,524 shares 40,524 $1.97M 0.95% -33 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: 14,691 shares; 2024Q4: 14,566 shares; 2025Q1: 14,431 shares; 2025Q2: 14,201 shares; 2025Q3: 13,681 shares; 2025Q4: 13,516 shares 13,516 $1.94M 0.93% -165 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: 2,735 shares; 2024Q4: 2,735 shares; 2025Q1: 2,695 shares; 2025Q2: 2,540 shares; 2025Q3: 2,539 shares; 2025Q4: 2,539 shares 2,539 $1.91M 0.92% 0 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,257 shares; 2024Q4: 25,177 shares; 2025Q1: 24,439 shares; 2025Q2: 23,864 shares; 2025Q3: 23,890 shares; 2025Q4: 22,895 shares 22,895 $1.89M 0.91% -995 Timeline FXO 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: 32,554 shares; 2024Q4: 32,520 shares; 2025Q1: 32,559 shares; 2025Q2: 32,630 shares; 2025Q3: 31,425 shares; 2025Q4: 31,310 shares 31,310 $1.89M 0.91% -115 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: 8,737 shares; 2024Q4: 8,717 shares; 2025Q1: 8,154 shares; 2025Q2: 8,213 shares; 2025Q3: 8,302 shares; 2025Q4: 8,136 shares 8,136 $1.88M 0.9% -166 Timeline NXTG 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: 17,711 shares; 2024Q4: 17,741 shares; 2025Q1: 17,431 shares; 2025Q2: 17,331 shares; 2025Q3: 17,171 shares; 2025Q4: 17,121 shares 17,121 $1.85M 0.89% -50 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 3,443 shares; 2025Q1: 4,964 shares; 2025Q2: 5,709 shares; 2025Q3: 5,874 shares; 2025Q4: 5,957 shares 5,957 $1.79M 0.86% +83 Timeline RSPM 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: 61,620 shares; 2024Q4: 60,920 shares; 2025Q1: 56,970 shares; 2025Q2: 55,070 shares; 2025Q3: 54,005 shares; 2025Q4: 51,915 shares 51,915 $1.77M 0.85% -2,090 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,757 shares; 2024Q4: 7,807 shares; 2025Q1: 7,801 shares; 2025Q2: 7,871 shares; 2025Q3: 7,856 shares; 2025Q4: 7,886 shares 7,886 $1.69M 0.82% +30 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: 7,194 shares; 2024Q4: 7,129 shares; 2025Q1: 7,123 shares; 2025Q2: 6,759 shares; 2025Q3: 6,659 shares; 2025Q4: 6,478 shares 6,478 $1.67M 0.8% -181 Timeline RSPS 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: 77,595 shares; 2024Q4: 72,690 shares; 2025Q1: 65,690 shares; 2025Q2: 63,010 shares; 2025Q3: 61,485 shares; 2025Q4: 55,895 shares 55,895 $1.62M 0.78% -5,590 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: 9,420 shares; 2024Q4: 9,400 shares; 2025Q1: 9,470 shares; 2025Q2: 9,430 shares; 2025Q3: 8,945 shares; 2025Q4: 8,885 shares 8,885 $1.58M 0.76% -60 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: 11,954 shares; 2024Q4: 11,674 shares; 2025Q1: 11,474 shares; 2025Q2: 11,394 shares; 2025Q3: 11,379 shares; 2025Q4: 11,139 shares 11,139 $1.57M 0.76% -240 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,102 shares; 2024Q4: 8,495 shares; 2025Q1: 8,385 shares; 2025Q2: 8,100 shares; 2025Q3: 7,925 shares; 2025Q4: 7,483 shares 7,483 $1.55M 0.74% -442 Timeline PSCC 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: 55,993 shares; 2024Q4: 55,663 shares; 2025Q1: 56,144 shares; 2025Q2: 55,366 shares; 2025Q3: 54,128 shares; 2025Q4: 49,603 shares 49,603 $1.54M 0.74% -4,525 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,900 shares; 2024Q4: 17,748 shares; 2025Q1: 19,009 shares; 2025Q2: 19,406 shares; 2025Q3: 19,547 shares; 2025Q4: 20,480 shares 20,480 $1.5M 0.72% +933 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: 22,570 shares; 2024Q4: 22,362 shares; 2025Q1: 22,528 shares; 2025Q2: 22,318 shares; 2025Q3: 23,192 shares; 2025Q4: 22,967 shares 22,967 $1.43M 0.69% -225 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: 1,440 shares; 2024Q4: 1,365 shares; 2025Q1: 1,362 shares; 2025Q2: 1,367 shares; 2025Q3: 1,372 shares; 2025Q4: 1,320 shares 1,320 $1.42M 0.68% -52 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: 26,121 shares; 2024Q4: 29,615 shares; 2025Q1: 31,940 shares; 2025Q2: 31,607 shares; 2025Q3: 32,664 shares; 2025Q4: 34,703 shares 34,703 $1.4M 0.67% +2,039 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,064 shares; 2024Q4: 17,487 shares; 2025Q1: 16,747 shares; 2025Q2: 15,977 shares; 2025Q3: 15,707 shares; 2025Q4: 15,467 shares 15,467 $1.39M 0.67% -240 Timeline QTEC 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: 5,657 shares; 2024Q4: 5,707 shares; 2025Q1: 5,737 shares; 2025Q2: 5,817 shares; 2025Q3: 5,817 shares; 2025Q4: 5,837 shares 5,837 $1.34M 0.65% +20 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,674 shares; 2024Q4: 4,822 shares; 2025Q1: 6,313 shares; 2025Q2: 6,599 shares; 2025Q3: 7,456 shares; 2025Q4: 8,236 shares 8,236 $1.28M 0.62% +780 Timeline XMLV 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: 22,325 shares; 2024Q4: 22,180 shares; 2025Q1: 21,280 shares; 2025Q2: 21,200 shares; 2025Q3: 21,145 shares; 2025Q4: 20,475 shares 20,475 $1.28M 0.61% -670 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: 6,385 shares; 2024Q4: 6,365 shares; 2025Q1: 6,201 shares; 2025Q2: 6,156 shares; 2025Q3: 6,046 shares; 2025Q4: 5,996 shares 5,996 $1.27M 0.61% -50 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: 9,273 shares; 2024Q4: 9,328 shares; 2025Q1: 9,383 shares; 2025Q2: 8,988 shares; 2025Q3: 8,988 shares; 2025Q4: 9,088 shares 9,088 $1.26M 0.61% +100 Timeline PSCH 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: 53,555 shares; 2024Q4: 51,196 shares; 2025Q1: 48,686 shares; 2025Q2: 45,842 shares; 2025Q3: 38,847 shares; 2025Q4: 28,704 shares 28,704 $1.26M 0.61% -10,143 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,309 shares; 2024Q4: 8,094 shares; 2025Q1: 8,049 shares; 2025Q2: 8,049 shares; 2025Q3: 7,999 shares; 2025Q4: 7,691 shares 7,691 $1.26M 0.61% -308 Timeline PSCT 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: 22,499 shares; 2024Q4: 22,519 shares; 2025Q1: 22,399 shares; 2025Q2: 22,119 shares; 2025Q3: 22,081 shares; 2025Q4: 22,011 shares 22,011 $1.25M 0.6% -70 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: 10,314 shares; 2024Q4: 10,314 shares; 2025Q1: 10,314 shares; 2025Q2: 9,834 shares; 2025Q3: 9,834 shares; 2025Q4: 9,984 shares 9,984 $1.23M 0.59% +150 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,766 shares; 2025Q3: 6,822 shares; 2025Q4: 6,822 shares 6,822 $1.2M 0.58% 0 Timeline XHE 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: 13,151 shares; 2024Q4: 13,549 shares; 2025Q1: 13,995 shares; 2025Q2: 13,926 shares; 2025Q3: 13,746 shares; 2025Q4: 13,414 shares 13,414 $1.18M 0.57% -332 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,629 shares; 2024Q4: 10,594 shares; 2025Q1: 10,544 shares; 2025Q2: 10,104 shares; 2025Q3: 9,364 shares; 2025Q4: 9,244 shares 9,244 $1.16M 0.56% -120 Timeline DON 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: 22,605 shares; 2024Q4: 22,705 shares; 2025Q1: 23,305 shares; 2025Q2: 22,925 shares; 2025Q3: 22,845 shares; 2025Q4: 21,920 shares 21,920 $1.13M 0.55% -925 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,138 shares; 2024Q4: 6,138 shares; 2025Q1: 6,138 shares; 2025Q2: 6,138 shares; 2025Q3: 6,138 shares; 2025Q4: 6,063 shares 6,063 $1.13M 0.54% -75 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: 8,361 shares; 2024Q4: 8,994 shares; 2025Q1: 10,262 shares; 2025Q2: 10,430 shares; 2025Q3: 10,541 shares; 2025Q4: 10,947 shares 10,947 $1.12M 0.54% +406 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: 2,773 shares; 2024Q4: 2,838 shares; 2025Q1: 3,544 shares; 2025Q2: 3,663 shares; 2025Q3: 3,746 shares; 2025Q4: 3,549 shares 3,549 $1.11M 0.54% -197 Timeline VIOV 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: 12,374 shares; 2024Q4: 12,494 shares; 2025Q1: 12,344 shares; 2025Q2: 11,684 shares; 2025Q3: 11,504 shares; 2025Q4: 11,044 shares 11,044 $1.08M 0.52% -460 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: 4,426 shares; 2024Q4: 6,064 shares; 2025Q1: 6,453 shares; 2025Q2: 6,515 shares; 2025Q3: 6,949 shares; 2025Q4: 6,940 shares 6,940 $1.07M 0.52% -9 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,850 shares; 2024Q4: 8,800 shares; 2025Q1: 9,115 shares; 2025Q2: 8,720 shares; 2025Q3: 9,070 shares; 2025Q4: 9,740 shares 9,740 $1.03M 0.5% +670 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,648 shares; 2024Q4: 13,443 shares; 2025Q1: 13,313 shares; 2025Q2: 13,213 shares; 2025Q3: 13,183 shares; 2025Q4: 12,523 shares 12,523 $1.01M 0.49% -660 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: 12,548 shares; 2024Q4: 12,338 shares; 2025Q1: 12,658 shares; 2025Q2: 12,198 shares; 2025Q3: 11,973 shares; 2025Q4: 12,583 shares 12,583 $1M 0.48% +610 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: 11,402 shares; 2024Q4: 33,836 shares; 2025Q1: 33,776 shares; 2025Q2: 33,576 shares; 2025Q3: 33,176 shares; 2025Q4: 32,756 shares 32,756 $985K 0.47% -420 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,630 shares; 2024Q4: 21,580 shares; 2025Q1: 21,580 shares; 2025Q2: 21,580 shares; 2025Q3: 21,580 shares; 2025Q4: 21,540 shares 21,540 $980K 0.47% -40 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: 7,833 shares; 2024Q4: 7,323 shares; 2025Q1: 6,952 shares; 2025Q2: 6,952 shares; 2025Q3: 6,952 shares; 2025Q4: 6,582 shares 6,582 $972K 0.47% -370 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: 8,727 shares; 2024Q4: 8,680 shares; 2025Q1: 8,743 shares; 2025Q2: 8,335 shares; 2025Q3: 8,165 shares; 2025Q4: 8,045 shares 8,045 $967K 0.47% -120 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,770 shares; 2024Q4: 10,750 shares; 2025Q1: 10,510 shares; 2025Q2: 10,510 shares; 2025Q3: 10,510 shares; 2025Q4: 10,490 shares 10,490 $959K 0.46% -20 Timeline RSPF 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: 12,345 shares; 2024Q4: 12,295 shares; 2025Q1: 12,090 shares; 2025Q2: 12,140 shares; 2025Q3: 12,130 shares; 2025Q4: 12,170 shares 12,170 $955K 0.46% +40 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: 552 shares; 2024Q4: 552 shares; 2025Q1: 574 shares; 2025Q2: 587 shares; 2025Q3: 925 shares; 2025Q4: 1,101 shares 1,101 $949K 0.46% +176 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 2,048 shares; 2025Q1: 1,928 shares; 2025Q2: 1,911 shares; 2025Q3: 1,911 shares; 2025Q4: 1,911 shares 1,911 $932K 0.45% 0 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,952 shares; 2024Q4: 12,782 shares; 2025Q1: 12,516 shares; 2025Q2: 12,516 shares; 2025Q3: 12,516 shares; 2025Q4: 12,436 shares 12,436 $930K 0.45% -80 Timeline ONEV 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: 4,882 shares; 2024Q4: 5,202 shares; 2025Q1: 6,025 shares; 2025Q2: 6,063 shares; 2025Q3: 6,133 shares; 2025Q4: 6,505 shares 6,505 $866K 0.42% +372 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: 12,965 shares; 2024Q4: 12,971 shares; 2025Q1: 13,001 shares; 2025Q2: 13,051 shares; 2025Q3: 13,051 shares; 2025Q4: 13,051 shares 13,051 $861K 0.41% 0 Timeline GGME 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: 14,631 shares; 2024Q4: 14,521 shares; 2025Q1: 14,281 shares; 2025Q2: 14,281 shares; 2025Q3: 14,241 shares; 2025Q4: 14,241 shares 14,241 $848K 0.41% 0 Timeline VIOO 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: 7,018 shares; 2024Q4: 7,014 shares; 2025Q1: 7,030 shares; 2025Q2: 7,050 shares; 2025Q3: 7,030 shares; 2025Q4: 7,040 shares 7,040 $781K 0.38% +10 Timeline BBH 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: 5,667 shares; 2024Q4: 4,993 shares; 2025Q1: 4,823 shares; 2025Q2: 4,393 shares; 2025Q3: 4,243 shares; 2025Q4: 4,106 shares 4,106 $777K 0.37% -137 Timeline SMLV 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: 6,703 shares; 2024Q4: 6,663 shares; 2025Q1: 6,644 shares; 2025Q2: 6,194 shares; 2025Q3: 6,009 shares; 2025Q4: 5,894 shares 5,894 $773K 0.37% -115 Timeline MDYV 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: 9,269 shares; 2024Q4: 9,119 shares; 2025Q1: 9,194 shares; 2025Q2: 9,194 shares; 2025Q3: 8,914 shares; 2025Q4: 8,964 shares 8,964 $759K 0.37% +50 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: 7,920 shares; 2024Q4: 7,920 shares; 2025Q1: 7,920 shares; 2025Q2: 7,920 shares; 2025Q3: 7,920 shares; 2025Q4: 7,720 shares 7,720 $729K 0.35% -200 Timeline EZM 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: 11,200 shares; 2024Q4: 11,200 shares; 2025Q1: 10,955 shares; 2025Q2: 10,955 shares; 2025Q3: 10,895 shares; 2025Q4: 10,895 shares 10,895 $728K 0.35% 0 Timeline EVX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 3,330 shares; 2025Q1: 16,705 shares; 2025Q2: 16,730 shares; 2025Q3: 17,480 shares; 2025Q4: 18,500 shares 18,500 $707K 0.34% +1,020 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,083 shares 5,083 $704K 0.34% new Timeline FNCL 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: 5,818 shares; 2024Q4: 6,679 shares; 2025Q1: 7,974 shares; 2025Q2: 8,287 shares; 2025Q3: 8,521 shares; 2025Q4: 8,911 shares 8,911 $693K 0.33% +390 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,165 shares; 2025Q2: 1,165 shares; 2025Q3: 1,164 shares; 2025Q4: 1,142 shares 1,142 $690K 0.33% -22 Timeline IMCV 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: 8,640 shares; 2024Q4: 8,640 shares; 2025Q1: 8,670 shares; 2025Q2: 8,130 shares; 2025Q3: 8,110 shares; 2025Q4: 8,200 shares 8,200 $675K 0.33% +90 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: 12,505 shares; 2024Q4: 12,505 shares; 2025Q1: 12,505 shares; 2025Q2: 12,505 shares; 2025Q3: 12,519 shares; 2025Q4: 12,261 shares 12,261 $674K 0.32% -258 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: 3,392 shares; 2024Q4: 3,372 shares; 2025Q1: 3,176 shares; 2025Q2: 3,176 shares; 2025Q3: 3,076 shares; 2025Q4: 3,056 shares 3,056 $672K 0.32% -20 Timeline IJK 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: 6,500 shares; 2024Q4: 6,280 shares; 2025Q1: 6,532 shares; 2025Q2: 6,662 shares; 2025Q3: 6,662 shares; 2025Q4: 6,762 shares 6,762 $655K 0.32% +100 Timeline ISCV 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: 10,962 shares; 2024Q4: 10,499 shares; 2025Q1: 10,199 shares; 2025Q2: 10,199 shares; 2025Q3: 10,019 shares; 2025Q4: 9,559 shares 9,559 $655K 0.32% -460 Timeline FXG 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: 14,242 shares; 2024Q4: 13,578 shares; 2025Q1: 13,028 shares; 2025Q2: 12,918 shares; 2025Q3: 12,198 shares; 2025Q4: 10,628 shares 10,628 $645K 0.31% -1,570 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,205 shares; 2024Q4: 8,205 shares; 2025Q1: 8,205 shares; 2025Q2: 8,205 shares; 2025Q3: 8,205 shares; 2025Q4: 8,075 shares 8,075 $643K 0.31% -130 Timeline CSB 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: 14,155 shares; 2024Q4: 13,545 shares; 2025Q1: 13,325 shares; 2025Q2: 12,045 shares; 2025Q3: 11,495 shares; 2025Q4: 10,875 shares 10,875 $637K 0.31% -620 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: 2,175 shares; 2024Q4: 2,215 shares; 2025Q1: 2,202 shares; 2025Q2: 2,258 shares; 2025Q3: 2,228 shares; 2025Q4: 2,208 shares 2,208 $636K 0.31% -20 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,220 shares; 2024Q4: 8,220 shares; 2025Q1: 7,860 shares; 2025Q2: 7,960 shares; 2025Q3: 7,960 shares; 2025Q4: 7,930 shares 7,930 $633K 0.31% -30 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: 1,973 shares; 2024Q4: 2,064 shares; 2025Q1: 2,200 shares; 2025Q2: 2,116 shares; 2025Q3: 2,128 shares; 2025Q4: 2,162 shares 2,162 $627K 0.3% +34 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,150 shares; 2024Q4: 9,100 shares; 2025Q1: 9,100 shares; 2025Q2: 9,040 shares; 2025Q3: 8,970 shares; 2025Q4: 7,735 shares 7,735 $625K 0.3% -1,235 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,670 shares; 2024Q4: 23,240 shares; 2025Q1: 24,843 shares; 2025Q2: 23,673 shares; 2025Q3: 22,743 shares; 2025Q4: 21,613 shares 21,613 $616K 0.3% -1,130 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: 2,124 shares; 2024Q4: 2,104 shares; 2025Q1: 2,114 shares; 2025Q2: 2,064 shares; 2025Q3: 2,064 shares; 2025Q4: 2,034 shares 2,034 $614K 0.3% -30 Timeline SOXQ 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: 7,257 shares; 2025Q1: 10,052 shares; 2025Q2: 10,672 shares; 2025Q3: 10,852 shares; 2025Q4: 10,942 shares 10,942 $610K 0.29% +90 Timeline RFG 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: 12,205 shares; 2024Q4: 12,205 shares; 2025Q1: 11,705 shares; 2025Q2: 11,705 shares; 2025Q3: 11,705 shares; 2025Q4: 11,555 shares 11,555 $606K 0.29% -150 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,641 shares; 2025Q1: 5,129 shares; 2025Q2: 5,924 shares; 2025Q3: 6,546 shares; 2025Q4: 13,498 shares 13,498 $603K 0.29% +6,952 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: 1,601 shares; 2024Q4: 1,606 shares; 2025Q1: 2,207 shares; 2025Q2: 2,390 shares; 2025Q3: 2,390 shares; 2025Q4: 2,603 shares 2,603 $585K 0.28% +213 Timeline IYF 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: 4,862 shares; 2024Q4: 4,842 shares; 2025Q1: 4,847 shares; 2025Q2: 4,467 shares; 2025Q3: 4,467 shares; 2025Q4: 4,481 shares 4,481 $578K 0.28% +14 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,147 shares; 2024Q4: 4,792 shares; 2025Q1: 4,377 shares; 2025Q2: 4,267 shares; 2025Q3: 4,097 shares; 2025Q4: 3,423 shares 3,423 $578K 0.28% -674 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: 12,945 shares; 2024Q4: 12,804 shares; 2025Q1: 12,804 shares; 2025Q2: 12,634 shares; 2025Q3: 12,479 shares; 2025Q4: 12,227 shares 12,227 $573K 0.28% -252 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: 596 shares; 2024Q4: 576 shares; 2025Q1: 561 shares; 2025Q2: 565 shares; 2025Q3: 574 shares; 2025Q4: 6,073 shares 6,073 $569K 0.27% +5,499 Timeline IGPT 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: 11,890 shares; 2024Q4: 11,670 shares; 2025Q1: 10,810 shares; 2025Q2: 10,310 shares; 2025Q3: 10,310 shares; 2025Q4: 9,530 shares 9,530 $567K 0.27% -780 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,199 shares; 2025Q2: 1,710 shares; 2025Q3: 3,051 shares; 2025Q4: 3,081 shares 3,081 $564K 0.27% +30 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,551 shares; 2024Q4: 10,436 shares; 2025Q1: 10,951 shares; 2025Q2: 12,506 shares; 2025Q3: 15,311 shares; 2025Q4: 15,279 shares 15,279 $560K 0.27% -32 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: 2,591 shares; 2024Q4: 2,541 shares; 2025Q1: 2,571 shares; 2025Q2: 2,511 shares; 2025Q3: 2,158 shares; 2025Q4: 2,196 shares 2,196 $552K 0.27% +38 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: 3,967 shares; 2024Q4: 3,917 shares; 2025Q1: 3,877 shares; 2025Q2: 3,863 shares; 2025Q3: 3,890 shares; 2025Q4: 3,847 shares 3,847 $551K 0.27% -43 Timeline RZG 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: 12,295 shares; 2024Q4: 12,115 shares; 2025Q1: 11,965 shares; 2025Q2: 11,180 shares; 2025Q3: 10,890 shares; 2025Q4: 10,080 shares 10,080 $548K 0.26% -810 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,753 shares; 2024Q4: 7,013 shares; 2025Q1: 7,498 shares; 2025Q2: 7,238 shares; 2025Q3: 7,488 shares; 2025Q4: 7,778 shares 7,778 $548K 0.26% +290 Timeline VIOG 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: 4,622 shares; 2024Q4: 4,652 shares; 2025Q1: 4,872 shares; 2025Q2: 4,502 shares; 2025Q3: 4,452 shares; 2025Q4: 4,377 shares 4,377 $531K 0.26% -75 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,080 shares; 2025Q4: 27,030 shares 27,030 $530K 0.26% +16,950 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: 2,276 shares; 2024Q4: 2,246 shares; 2025Q1: 2,226 shares; 2025Q2: 2,206 shares; 2025Q3: 2,206 shares; 2025Q4: 4,412 shares 4,412 $527K 0.25% +2,206 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: 953 shares; 2024Q4: 953 shares; 2025Q1: 1,015 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 1,029 shares 1,029 $487K 0.23% +9 Timeline FHLC 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: 5,033 shares; 2024Q4: 6,733 shares; 2025Q1: 6,903 shares; 2025Q2: 6,501 shares; 2025Q3: 6,756 shares; 2025Q4: 6,533 shares 6,533 $485K 0.23% -223 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,179 shares; 2024Q4: 4,179 shares; 2025Q1: 4,179 shares; 2025Q2: 4,179 shares; 2025Q3: 4,149 shares; 2025Q4: 3,909 shares 3,909 $475K 0.23% -240 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: 6,022 shares; 2024Q4: 5,822 shares; 2025Q1: 5,328 shares; 2025Q2: 4,933 shares; 2025Q3: 4,803 shares; 2025Q4: 4,060 shares 4,060 $465K 0.22% -743 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: 3,865 shares; 2024Q4: 3,865 shares; 2025Q1: 3,736 shares; 2025Q2: 3,526 shares; 2025Q3: 3,486 shares; 2025Q4: 3,042 shares 3,042 $464K 0.22% -444 Timeline IHAK 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: 6,191 shares; 2025Q4: 9,617 shares 9,617 $463K 0.22% +3,426 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: 20,075 shares; 2024Q4: 30,322 shares; 2025Q1: 35,162 shares; 2025Q2: 35,212 shares; 2025Q3: 35,332 shares; 2025Q4: 41,132 shares 41,132 $459K 0.22% +5,800 Timeline FSTA 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: 13,118 shares; 2024Q4: 11,488 shares; 2025Q1: 10,988 shares; 2025Q2: 10,688 shares; 2025Q3: 10,515 shares; 2025Q4: 9,250 shares 9,250 $455K 0.22% -1,265 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: 1,715 shares; 2024Q4: 1,985 shares; 2025Q1: 2,015 shares; 2025Q2: 2,069 shares; 2025Q3: 2,039 shares; 2025Q4: 2,084 shares 2,084 $446K 0.21% +45 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: 1,590 shares; 2024Q4: 1,590 shares; 2025Q1: 1,590 shares; 2025Q2: 1,590 shares; 2025Q3: 1,590 shares; 2025Q4: 1,590 shares 1,590 $444K 0.21% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,323 shares; 2025Q2: 3,801 shares; 2025Q3: 3,945 shares; 2025Q4: 4,450 shares 4,450 $438K 0.21% +505 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,956 shares; 2024Q4: 6,101 shares; 2025Q1: 6,201 shares; 2025Q2: 6,201 shares; 2025Q3: 6,646 shares; 2025Q4: 6,536 shares 6,536 $437K 0.21% -110 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: 5,920 shares; 2024Q4: 6,090 shares; 2025Q1: 6,130 shares; 2025Q2: 6,130 shares; 2025Q3: 6,130 shares; 2025Q4: 6,100 shares 6,100 $424K 0.2% -30 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,619 shares; 2025Q4: 2,600 shares 2,600 $421K 0.2% -19 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,920 shares; 2024Q4: 2,920 shares; 2025Q1: 2,720 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,740 shares 2,740 $420K 0.2% 0 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: 5,725 shares; 2024Q4: 5,725 shares; 2025Q1: 5,675 shares; 2025Q2: 5,575 shares; 2025Q3: 5,555 shares; 2025Q4: 5,360 shares 5,360 $416K 0.2% -195 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,266 shares; 2024Q4: 11,536 shares; 2025Q1: 11,186 shares; 2025Q2: 10,586 shares; 2025Q3: 10,246 shares; 2025Q4: 9,300 shares 9,300 $415K 0.2% -946 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,792 shares; 2025Q2: 3,429 shares; 2025Q3: 3,639 shares; 2025Q4: 3,684 shares 3,684 $411K 0.2% +45 Timeline VFMO 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: 1,316 shares; 2024Q4: 1,523 shares; 2025Q1: 2,026 shares; 2025Q2: 2,031 shares; 2025Q3: 2,021 shares; 2025Q4: 2,139 shares 2,139 $409K 0.2% +118 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,353 shares 6,353 $408K 0.2% new 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: 845 shares; 2024Q4: 845 shares; 2025Q1: 845 shares; 2025Q2: 845 shares; 2025Q3: 845 shares; 2025Q4: 844 shares 844 $406K 0.2% -1 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,662 shares; 2024Q4: 6,922 shares; 2025Q1: 7,172 shares; 2025Q2: 7,012 shares; 2025Q3: 7,002 shares; 2025Q4: 7,127 shares 7,127 $401K 0.19% +125 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,768 shares; 2024Q4: 6,293 shares; 2025Q1: 6,043 shares; 2025Q2: 5,618 shares; 2025Q3: 5,185 shares; 2025Q4: 4,847 shares 4,847 $398K 0.19% -338 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 968 shares; 2025Q1: 983 shares; 2025Q2: 983 shares; 2025Q3: 1,008 shares; 2025Q4: 1,073 shares 1,073 $397K 0.19% +65 Timeline FXH 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: 4,295 shares; 2024Q4: 4,170 shares; 2025Q1: 3,980 shares; 2025Q2: 3,810 shares; 2025Q3: 3,530 shares; 2025Q4: 3,480 shares 3,480 $396K 0.19% -50 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: 1,131 shares; 2024Q4: 1,131 shares; 2025Q1: 1,131 shares; 2025Q2: 1,121 shares; 2025Q3: 1,123 shares; 2025Q4: 1,123 shares 1,123 $394K 0.19% 0 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: not reported; 2025Q2: 943 shares; 2025Q3: 1,013 shares; 2025Q4: 1,093 shares 1,093 $394K 0.19% +80 Timeline PYZ 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: 4,430 shares; 2024Q4: 4,350 shares; 2025Q1: 4,300 shares; 2025Q2: 3,820 shares; 2025Q3: 3,710 shares; 2025Q4: 3,560 shares 3,560 $392K 0.19% -150 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: 3,730 shares; 2024Q4: 3,670 shares; 2025Q1: 3,630 shares; 2025Q2: 3,510 shares; 2025Q3: 3,435 shares; 2025Q4: 3,395 shares 3,395 $386K 0.19% -40 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 767 shares; 2025Q1: 990 shares; 2025Q2: 1,117 shares; 2025Q3: 1,402 shares; 2025Q4: 1,432 shares 1,432 $372K 0.18% +30 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,960 shares 2,960 $368K 0.18% new 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: 3,219 shares; 2024Q4: 3,219 shares; 2025Q1: 3,162 shares; 2025Q2: 3,162 shares; 2025Q3: 3,162 shares; 2025Q4: 3,162 shares 3,162 $362K 0.17% 0 Timeline PSL 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: 4,821 shares; 2024Q4: 4,641 shares; 2025Q1: 4,581 shares; 2025Q2: 4,101 shares; 2025Q3: 4,101 shares; 2025Q4: 3,599 shares 3,599 $361K 0.17% -502 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: 4,296 shares; 2024Q4: 4,246 shares; 2025Q1: 4,248 shares; 2025Q2: 4,279 shares; 2025Q3: 4,264 shares; 2025Q4: 4,229 shares 4,229 $356K 0.17% -35 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: 6,000 shares; 2024Q4: 17,640 shares; 2025Q1: 17,640 shares; 2025Q2: 17,640 shares; 2025Q3: 13,520 shares; 2025Q4: 13,520 shares 13,520 $355K 0.17% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 2,392 shares; 2025Q1: 2,392 shares; 2025Q2: 2,392 shares; 2025Q3: 2,392 shares; 2025Q4: 2,392 shares 2,392 $338K 0.16% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,824 shares; 2025Q3: 5,714 shares; 2025Q4: 6,626 shares 6,626 $337K 0.16% +912 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: 2,274 shares; 2024Q4: 2,214 shares; 2025Q1: 2,269 shares; 2025Q2: 2,328 shares; 2025Q3: 2,328 shares; 2025Q4: 2,418 shares 2,418 $331K 0.16% +90 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: 2,115 shares; 2024Q4: 2,105 shares; 2025Q1: 2,105 shares; 2025Q2: 2,105 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares 1,685 $323K 0.16% 0 Timeline OKLO OKLO INC More: the full row for OKLO 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: 1,900 shares; 2025Q4: 4,489 shares 4,489 $322K 0.16% +2,589 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares 1,013 $317K 0.15% 0 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: 977 shares; 2024Q4: 957 shares; 2025Q1: 939 shares; 2025Q2: 939 shares; 2025Q3: 976 shares; 2025Q4: 919 shares 919 $316K 0.15% -57 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,872 shares 2,872 $315K 0.15% 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: 1,406 shares; 2024Q4: 1,403 shares; 2025Q1: not reported; 2025Q2: 1,403 shares; 2025Q3: 1,406 shares; 2025Q4: 1,595 shares 1,595 $311K 0.15% +189 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: 3,072 shares; 2024Q4: 3,072 shares; 2025Q1: 2,972 shares; 2025Q2: 2,972 shares; 2025Q3: 2,892 shares; 2025Q4: 2,642 shares 2,642 $308K 0.15% -250 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,075 shares; 2024Q4: 6,725 shares; 2025Q1: 6,675 shares; 2025Q2: 6,575 shares; 2025Q3: 6,575 shares; 2025Q4: 6,575 shares 6,575 $307K 0.15% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,070 shares; 2024Q4: 9,830 shares; 2025Q1: 9,830 shares; 2025Q2: 9,510 shares; 2025Q3: 9,470 shares; 2025Q4: 9,070 shares 9,070 $303K 0.15% -400 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 2,485 shares; 2025Q1: 2,680 shares; 2025Q2: 2,710 shares; 2025Q3: 2,540 shares; 2025Q4: 2,620 shares 2,620 $285K 0.14% +80 Timeline CSM 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: 3,540 shares; 2024Q4: 3,540 shares; 2025Q1: 3,540 shares; 2025Q2: 3,540 shares; 2025Q3: 3,540 shares; 2025Q4: 3,540 shares 3,540 $282K 0.14% 0 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: 5,676 shares; 2024Q4: 5,636 shares; 2025Q1: 5,516 shares; 2025Q2: 4,536 shares; 2025Q3: 4,426 shares; 2025Q4: 3,916 shares 3,916 $280K 0.13% -510 Timeline FAB 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: 3,110 shares; 2024Q4: 3,110 shares; 2025Q1: 3,110 shares; 2025Q2: 3,110 shares; 2025Q3: 3,110 shares; 2025Q4: 3,110 shares 3,110 $277K 0.13% 0 Timeline XSVM 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: 4,580 shares 4,580 $262K 0.13% 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: 1,136 shares; 2024Q4: 1,136 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares; 2025Q4: 1,136 shares 1,136 $260K 0.12% 0 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: not reported; 2024Q4: 902 shares; 2025Q1: not reported; 2025Q2: 942 shares; 2025Q3: 942 shares; 2025Q4: 937 shares 937 $259K 0.12% -5 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: 674 shares; 2024Q4: 674 shares; 2025Q1: 674 shares; 2025Q2: 664 shares; 2025Q3: 654 shares; 2025Q4: 654 shares 654 $251K 0.12% 0 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: 502 shares; 2024Q4: 510 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 440 shares 440 $251K 0.12% -50 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: 4,946 shares; 2024Q4: 4,199 shares; 2025Q1: not reported; 2025Q2: 3,765 shares; 2025Q3: 3,635 shares; 2025Q4: 3,235 shares 3,235 $249K 0.12% -400 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: 2,590 shares; 2024Q4: 2,540 shares; 2025Q1: 2,565 shares; 2025Q2: 2,565 shares; 2025Q3: 2,565 shares; 2025Q4: 2,565 shares 2,565 $247K 0.12% 0 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: 1,060 shares; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares 1,060 $245K 0.12% 0 Timeline VOOG 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: 695 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares 545 $242K 0.12% 0 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: 5,535 shares; 2024Q4: 6,349 shares; 2025Q1: 6,624 shares; 2025Q2: 6,839 shares; 2025Q3: 4,039 shares; 2025Q4: 4,037 shares 4,037 $239K 0.12% -2 Timeline SPHD 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: 5,660 shares; 2024Q4: 5,560 shares; 2025Q1: 5,520 shares; 2025Q2: 5,460 shares; 2025Q3: 5,380 shares; 2025Q4: 4,930 shares 4,930 $237K 0.11% -450 Timeline PSI 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: 2,954 shares; 2025Q4: 2,912 shares 2,912 $230K 0.11% -42 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,544 shares; 2025Q4: 3,744 shares 3,744 $227K 0.11% +200 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: 717 shares; 2024Q4: 884 shares; 2025Q1: 884 shares; 2025Q2: 886 shares; 2025Q3: 886 shares; 2025Q4: 332 shares 332 $227K 0.11% -554 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,700 shares; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $226K 0.11% 0 Timeline PSR INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,482 shares; 2024Q4: 2,500 shares; 2025Q1: 2,565 shares; 2025Q2: 2,490 shares; 2025Q3: 2,495 shares; 2025Q4: 2,425 shares 2,425 $219K 0.11% -70 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: 3,478 shares; 2024Q4: 3,358 shares; 2025Q1: 2,918 shares; 2025Q2: 2,751 shares; 2025Q3: 2,751 shares; 2025Q4: 2,301 shares 2,301 $217K 0.1% -450 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares 1,170 $216K 0.1% 0 Timeline FXU 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: 5,800 shares; 2024Q4: 5,800 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares 4,800 $216K 0.1% 0 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: 753 shares; 2024Q4: 753 shares; 2025Q1: 755 shares; 2025Q2: 740 shares; 2025Q3: not reported; 2025Q4: 812 shares 812 $215K 0.1% new 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: 2,671 shares; 2024Q4: 2,671 shares; 2025Q1: 2,671 shares; 2025Q2: 2,521 shares; 2025Q3: 2,521 shares; 2025Q4: 5,042 shares 5,042 $215K 0.1% +2,521 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,232 shares; 2025Q4: 991 shares 991 $215K 0.1% -241 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,220 shares; 2025Q4: 2,220 shares 2,220 $213K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,497 shares 1,497 $211K 0.1% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 527 shares 527 $209K 0.1% new Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 990 shares; 2025Q4: 990 shares 990 $209K 0.1% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,228 shares; 2025Q4: 1,154 shares 1,154 $205K 0.1% -74 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,989 shares 1,989 $205K 0.1% new Timeline CGW 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: 3,305 shares; 2025Q3: 3,305 shares; 2025Q4: 3,245 shares 3,245 $204K 0.1% -60 Timeline RSPH 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: 7,530 shares; 2024Q4: 6,830 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,395 shares 6,395 $204K 0.1% new 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: 2,606 shares; 2024Q4: 2,526 shares; 2025Q1: 2,444 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,072 shares 2,072 $202K 0.1% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,440 shares; 2025Q4: 26,640 shares 26,640 $200K 0.1% +14,200 Timeline TTEC TTEC HLDGS INC More: the full row for TTEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares 14,500 $52.2K 0.03% 0 Timeline MODD MODULAR MED INC COM NEW More: the full row for MODULAR MED INC COM NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,750 shares; 2024Q4: 21,250 shares; 2025Q1: 26,500 shares; 2025Q2: 26,500 shares; 2025Q3: 26,500 shares; 2025Q4: 24,000 shares 24,000 $8.74K <0.01% -2,500 Timeline