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: 222,796 shares; 2024Q4: 222,692 shares; 2025Q1: 233,449 shares; 2025Q2: 215,246 shares; 2025Q3: 343,567 shares; 2025Q4: 334,772 shares 334,772 $62.4M 4.94% -8,795 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: 539,201 shares; 2024Q4: 494,970 shares; 2025Q1: 533,197 shares; 2025Q2: 536,744 shares; 2025Q3: 512,373 shares; 2025Q4: 499,979 shares 499,979 $53.3M 4.22% -12,394 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: 13,919 shares; 2024Q4: 142,687 shares; 2025Q1: 324,725 shares; 2025Q2: 449,341 shares; 2025Q3: 710,416 shares; 2025Q4: 706,373 shares 706,373 $53M 4.19% -4,043 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,052 shares; 2024Q4: 203,781 shares; 2025Q1: 217,151 shares; 2025Q2: 244,173 shares; 2025Q3: 264,000 shares; 2025Q4: 298,342 shares 298,342 $52M 4.11% +34,342 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: 758,958 shares; 2024Q4: 671,960 shares; 2025Q1: 754,869 shares; 2025Q2: 819,774 shares; 2025Q3: 801,338 shares; 2025Q4: 852,199 shares 852,199 $48.4M 3.83% +50,861 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: 20,207 shares; 2024Q4: 22,128 shares; 2025Q1: 25,666 shares; 2025Q2: 28,252 shares; 2025Q3: 120,869 shares; 2025Q4: 99,937 shares 99,937 $44.9M 3.55% -20,932 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: 168,817 shares; 2024Q4: 164,204 shares; 2025Q1: 166,598 shares; 2025Q2: 159,664 shares; 2025Q3: 164,241 shares; 2025Q4: 163,791 shares 163,791 $44.5M 3.52% -450 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: 44,080 shares; 2024Q4: 68,712 shares; 2025Q1: 99,166 shares; 2025Q2: 111,677 shares; 2025Q3: 121,002 shares; 2025Q4: 139,155 shares 139,155 $38.6M 3.05% +18,153 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: 348,096 shares; 2024Q4: 349,621 shares; 2025Q1: 338,387 shares; 2025Q2: 388,880 shares; 2025Q3: 416,847 shares; 2025Q4: 445,635 shares 445,635 $31M 2.45% +28,788 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: 20,904 shares; 2024Q4: 210,961 shares; 2025Q1: 327,142 shares; 2025Q2: 315,275 shares; 2025Q3: 381,293 shares; 2025Q4: 383,524 shares 383,524 $23.3M 1.84% +2,231 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: 21,783 shares; 2024Q4: 23,534 shares; 2025Q1: 27,075 shares; 2025Q2: 27,517 shares; 2025Q3: 27,722 shares; 2025Q4: 29,636 shares 29,636 $20.2M 1.6% +1,914 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,283 shares; 2024Q4: 111,366 shares; 2025Q1: 134,754 shares; 2025Q2: 148,940 shares; 2025Q3: 119,809 shares; 2025Q4: 100,538 shares 100,538 $20.1M 1.59% -19,271 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: 64,326 shares; 2024Q4: 62,659 shares; 2025Q1: 71,469 shares; 2025Q2: 72,794 shares; 2025Q3: 73,073 shares; 2025Q4: 73,305 shares 73,305 $16.9M 1.34% +232 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: 29,707 shares; 2024Q4: 31,204 shares; 2025Q1: 33,798 shares; 2025Q2: 35,721 shares; 2025Q3: 33,576 shares; 2025Q4: 34,178 shares 34,178 $16.5M 1.31% +602 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: 42,224 shares; 2024Q4: 41,482 shares; 2025Q1: 41,695 shares; 2025Q2: 41,326 shares; 2025Q3: 40,276 shares; 2025Q4: 38,683 shares 38,683 $13M 1.03% -1,593 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,842 shares; 2024Q4: 17,209 shares; 2025Q1: 18,037 shares; 2025Q2: 19,211 shares; 2025Q3: 19,773 shares; 2025Q4: 20,289 shares 20,289 $12.5M 0.99% +516 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: 19,867 shares; 2024Q4: 92,459 shares; 2025Q1: 122,294 shares; 2025Q2: 141,967 shares; 2025Q3: 146,355 shares; 2025Q4: 145,781 shares 145,781 $11.7M 0.92% -574 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: 101,984 shares; 2025Q3: 216,722 shares; 2025Q4: 344,594 shares 344,594 $11.5M 0.91% +127,872 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: 19,208 shares; 2024Q4: 20,783 shares; 2025Q1: 21,082 shares; 2025Q2: 22,105 shares; 2025Q3: 22,886 shares; 2025Q4: 23,218 shares 23,218 $11.3M 0.9% +332 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: 115,310 shares; 2024Q4: 146,289 shares; 2025Q1: 159,417 shares; 2025Q2: 175,876 shares; 2025Q3: 184,644 shares; 2025Q4: 179,657 shares 179,657 $10.8M 0.85% -4,987 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,060 shares; 2024Q4: 74,924 shares; 2025Q1: 95,872 shares; 2025Q2: 106,398 shares; 2025Q3: 52,524 shares; 2025Q4: 54,342 shares 54,342 $10.8M 0.85% +1,818 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: 18,899 shares; 2024Q4: 30,590 shares; 2025Q1: 32,458 shares; 2025Q2: 107,326 shares; 2025Q3: 136,849 shares; 2025Q4: 156,756 shares 156,756 $10.5M 0.83% +19,907 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: 15,558 shares; 2024Q4: 13,754 shares; 2025Q1: 13,808 shares; 2025Q2: 14,150 shares; 2025Q3: 13,861 shares; 2025Q4: 13,749 shares 13,749 $10.4M 0.82% -112 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: not reported; 2024Q4: not reported; 2025Q1: 9,874 shares; 2025Q2: 17,062 shares; 2025Q3: 28,466 shares; 2025Q4: 29,822 shares 29,822 $10.2M 0.81% +1,356 Timeline CLIP 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: 67,554 shares; 2024Q4: 101,918 shares; 2025Q1: 89,936 shares; 2025Q2: 91,273 shares; 2025Q3: 109,202 shares; 2025Q4: 97,758 shares 97,758 $9.79M 0.77% -11,444 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: 11,755 shares; 2024Q4: 21,408 shares; 2025Q1: 22,045 shares; 2025Q2: 20,467 shares; 2025Q3: 20,178 shares; 2025Q4: 19,168 shares 19,168 $9.64M 0.76% -1,010 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: 36,868 shares; 2024Q4: 39,535 shares; 2025Q1: 40,008 shares; 2025Q2: 45,648 shares; 2025Q3: 48,909 shares; 2025Q4: 49,150 shares 49,150 $9.39M 0.74% +241 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: 23,254 shares; 2024Q4: 24,717 shares; 2025Q1: 18,078 shares; 2025Q2: 13,672 shares; 2025Q3: 13,724 shares; 2025Q4: 13,562 shares 13,562 $9.29M 0.73% -162 Timeline NTSX 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: 190,980 shares; 2024Q4: 191,781 shares; 2025Q1: 188,781 shares; 2025Q2: 130,587 shares; 2025Q3: 131,289 shares; 2025Q4: 161,290 shares 161,290 $8.84M 0.7% +30,001 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: 22,641 shares; 2024Q4: 23,290 shares; 2025Q1: 28,596 shares; 2025Q2: 27,804 shares; 2025Q3: 27,144 shares; 2025Q4: 27,932 shares 27,932 $8.74M 0.69% +788 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,643 shares; 2024Q4: 215,267 shares; 2025Q1: 230,258 shares; 2025Q2: 143,220 shares; 2025Q3: 90,676 shares; 2025Q4: 74,590 shares 74,590 $8.49M 0.67% -16,086 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,640 shares; 2024Q4: 5,503 shares; 2025Q1: 78,972 shares; 2025Q2: 141,264 shares; 2025Q3: 124,349 shares; 2025Q4: 93,450 shares 93,450 $8.15M 0.64% -30,899 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 14,607 shares; 2025Q1: 22,853 shares; 2025Q2: 25,094 shares; 2025Q3: 26,714 shares; 2025Q4: 31,341 shares 31,341 $7.85M 0.62% +4,627 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: 20,947 shares; 2024Q4: 21,473 shares; 2025Q1: 23,242 shares; 2025Q2: 23,141 shares; 2025Q3: 23,382 shares; 2025Q4: 24,193 shares 24,193 $7.59M 0.6% +811 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: 7,628 shares; 2024Q4: 7,673 shares; 2025Q1: 9,554 shares; 2025Q2: 10,611 shares; 2025Q3: 10,658 shares; 2025Q4: 11,209 shares 11,209 $7.4M 0.59% +551 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,275 shares; 2024Q4: 8,275 shares; 2025Q1: 8,475 shares; 2025Q2: 88,807 shares; 2025Q3: 139,883 shares; 2025Q4: 169,690 shares 169,690 $7.04M 0.56% +29,807 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: 28,291 shares; 2024Q4: 36,680 shares; 2025Q1: 38,511 shares; 2025Q2: 37,649 shares; 2025Q3: 39,207 shares; 2025Q4: 39,594 shares 39,594 $7.04M 0.56% +387 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: 16,546 shares; 2024Q4: 17,975 shares; 2025Q1: 20,872 shares; 2025Q2: 20,532 shares; 2025Q3: 19,911 shares; 2025Q4: 19,530 shares 19,530 $6.76M 0.53% -381 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: 17,545 shares; 2024Q4: 17,777 shares; 2025Q1: 18,648 shares; 2025Q2: 22,717 shares; 2025Q3: 19,639 shares; 2025Q4: 44,959 shares 44,959 $6.47M 0.51% +25,320 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,435 shares; 2024Q4: 83,270 shares; 2025Q1: 108,012 shares; 2025Q2: 123,088 shares; 2025Q3: 140,588 shares; 2025Q4: 173,594 shares 173,594 $6.4M 0.51% +33,006 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,639 shares; 2025Q1: 84,796 shares; 2025Q2: 110,631 shares; 2025Q3: 122,779 shares; 2025Q4: 142,320 shares 142,320 $6.33M 0.5% +19,541 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,341 shares; 2024Q4: 62,675 shares; 2025Q1: 65,307 shares; 2025Q2: 80,074 shares; 2025Q3: 93,021 shares; 2025Q4: 97,972 shares 97,972 $6.12M 0.48% +4,951 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,586 shares; 2025Q1: 12,050 shares; 2025Q2: 97,845 shares; 2025Q3: 109,501 shares; 2025Q4: 138,295 shares 138,295 $6.04M 0.48% +28,794 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: 34,513 shares; 2024Q4: 35,005 shares; 2025Q1: 36,307 shares; 2025Q2: 40,924 shares; 2025Q3: 43,578 shares; 2025Q4: 42,217 shares 42,217 $5.87M 0.46% -1,361 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,975 shares; 2025Q2: 53,410 shares; 2025Q3: 59,700 shares; 2025Q4: 79,594 shares 79,594 $5.71M 0.45% +19,894 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: 143,031 shares; 2025Q3: 145,330 shares; 2025Q4: 144,265 shares 144,265 $5.56M 0.44% -1,065 Timeline EMBX VANECK FDS More: the full row for VANECK 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: 108,926 shares 108,926 $5.52M 0.44% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,353 shares; 2024Q4: 41,114 shares; 2025Q1: 33,735 shares; 2025Q2: 70,163 shares; 2025Q3: 85,399 shares; 2025Q4: 85,534 shares 85,534 $5.51M 0.44% +135 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,325 shares; 2025Q1: 68,947 shares; 2025Q2: 110,014 shares; 2025Q3: 123,486 shares; 2025Q4: 155,042 shares 155,042 $5.37M 0.42% +31,556 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,247 shares; 2024Q4: 24,005 shares; 2025Q1: 27,004 shares; 2025Q2: 32,095 shares; 2025Q3: 37,203 shares; 2025Q4: 33,707 shares 33,707 $5.23M 0.41% -3,496 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: 9,675 shares; 2024Q4: 26,971 shares; 2025Q1: 51,771 shares; 2025Q2: 61,169 shares; 2025Q3: 66,937 shares; 2025Q4: 64,140 shares 64,140 $5.21M 0.41% -2,797 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,939 shares; 2024Q4: 390,006 shares; 2025Q1: 404,584 shares; 2025Q2: 419,418 shares; 2025Q3: 427,148 shares; 2025Q4: 417,318 shares 417,318 $5.19M 0.41% -9,830 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: 39,443 shares; 2024Q4: 50,988 shares; 2025Q1: 54,553 shares; 2025Q2: 52,676 shares; 2025Q3: 51,423 shares; 2025Q4: 50,140 shares 50,140 $5.14M 0.41% -1,283 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: 37,345 shares; 2024Q4: 66,399 shares; 2025Q1: 74,946 shares; 2025Q2: 78,952 shares; 2025Q3: 100,392 shares; 2025Q4: 100,653 shares 100,653 $5.12M 0.4% +261 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,329 shares; 2024Q4: 51,459 shares; 2025Q1: 49,598 shares; 2025Q2: 50,090 shares; 2025Q3: 54,103 shares; 2025Q4: 53,484 shares 53,484 $4.89M 0.39% -619 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: 40,766 shares; 2024Q4: 41,031 shares; 2025Q1: 40,967 shares; 2025Q2: 41,305 shares; 2025Q3: 41,638 shares; 2025Q4: 42,342 shares 42,342 $4.85M 0.38% +704 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,974 shares; 2025Q1: 61,458 shares; 2025Q2: 86,113 shares; 2025Q3: 95,437 shares; 2025Q4: 114,249 shares 114,249 $4.6M 0.36% +18,812 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,739 shares; 2025Q1: 2,752 shares; 2025Q2: 2,703 shares; 2025Q3: 4,817 shares; 2025Q4: 48,642 shares 48,642 $4.56M 0.36% +43,825 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,553 shares; 2024Q4: 145,063 shares; 2025Q1: 89,221 shares; 2025Q2: 59,892 shares; 2025Q3: 56,239 shares; 2025Q4: 54,439 shares 54,439 $4.49M 0.36% -1,800 Timeline OMFL 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: 340,299 shares; 2024Q4: 192,022 shares; 2025Q1: 129,602 shares; 2025Q2: 94,850 shares; 2025Q3: 73,135 shares; 2025Q4: 67,967 shares 67,967 $4.15M 0.33% -5,168 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,494 shares; 2024Q4: 53,576 shares; 2025Q1: 53,842 shares; 2025Q2: 57,285 shares; 2025Q3: 60,806 shares; 2025Q4: 71,211 shares 71,211 $4.14M 0.33% +10,405 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 130,676 shares; 2025Q2: 144,876 shares; 2025Q3: 144,414 shares; 2025Q4: 159,111 shares 159,111 $3.95M 0.31% +14,697 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,543 shares; 2024Q4: 434,677 shares; 2025Q1: 436,957 shares; 2025Q2: 451,228 shares; 2025Q3: 454,903 shares; 2025Q4: 465,564 shares 465,564 $3.89M 0.31% +10,661 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: 156,873 shares; 2024Q4: 153,698 shares; 2025Q1: 113,602 shares; 2025Q2: 119,465 shares; 2025Q3: 85,064 shares; 2025Q4: 82,229 shares 82,229 $3.85M 0.3% -2,835 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: 32,347 shares; 2024Q4: 34,740 shares; 2025Q1: 36,781 shares; 2025Q2: 36,061 shares; 2025Q3: 36,868 shares; 2025Q4: 32,024 shares 32,024 $3.85M 0.3% -4,844 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,680 shares; 2024Q4: 402,653 shares; 2025Q1: 406,140 shares; 2025Q2: 457,215 shares; 2025Q3: 461,291 shares; 2025Q4: 475,107 shares 475,107 $3.81M 0.3% +13,816 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,081 shares; 2024Q4: 75,631 shares; 2025Q1: 111,117 shares; 2025Q2: 113,774 shares; 2025Q3: 125,026 shares; 2025Q4: 159,499 shares 159,499 $3.77M 0.3% +34,473 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: 3,857 shares; 2024Q4: 3,779 shares; 2025Q1: 4,017 shares; 2025Q2: 4,167 shares; 2025Q3: 4,075 shares; 2025Q4: 4,316 shares 4,316 $3.72M 0.29% +241 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 5,007 shares; 2025Q1: 5,327 shares; 2025Q2: 47,252 shares; 2025Q3: 54,714 shares; 2025Q4: 70,386 shares 70,386 $3.7M 0.29% +15,672 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,621 shares; 2024Q4: 19,644 shares; 2025Q1: 20,322 shares; 2025Q2: 19,420 shares; 2025Q3: 21,300 shares; 2025Q4: 37,098 shares 37,098 $3.56M 0.28% +15,798 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,613 shares; 2025Q1: 51,909 shares; 2025Q2: 82,144 shares; 2025Q3: 92,002 shares; 2025Q4: 128,563 shares 128,563 $3.55M 0.28% +36,561 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: 7,916 shares; 2024Q4: 6,726 shares; 2025Q1: 8,121 shares; 2025Q2: 7,421 shares; 2025Q3: 7,372 shares; 2025Q4: 7,485 shares 7,485 $3.54M 0.28% +113 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,636 shares; 2025Q3: 68,396 shares; 2025Q4: 70,424 shares 70,424 $3.52M 0.28% +2,028 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: 52,098 shares; 2025Q4: 53,218 shares 53,218 $3.45M 0.27% +1,120 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: 4,233 shares; 2024Q4: 4,716 shares; 2025Q1: 5,216 shares; 2025Q2: 5,298 shares; 2025Q3: 5,383 shares; 2025Q4: 5,492 shares 5,492 $3.45M 0.27% +109 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,949 shares; 2024Q4: 45,423 shares; 2025Q1: 43,651 shares; 2025Q2: 38,498 shares; 2025Q3: 36,523 shares; 2025Q4: 36,021 shares 36,021 $3.33M 0.26% -502 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: 90,368 shares; 2024Q4: 95,929 shares; 2025Q1: 96,995 shares; 2025Q2: 94,562 shares; 2025Q3: 95,120 shares; 2025Q4: 95,780 shares 95,780 $3.28M 0.26% +660 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,615 shares; 2025Q2: 76,767 shares; 2025Q3: 91,989 shares; 2025Q4: 143,732 shares 143,732 $3.25M 0.26% +51,743 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,530 shares; 2024Q4: 132,256 shares; 2025Q1: 97,473 shares; 2025Q2: 94,616 shares; 2025Q3: 57,124 shares; 2025Q4: 56,189 shares 56,189 $3.25M 0.26% -935 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: 61,984 shares; 2024Q4: 58,327 shares; 2025Q1: 54,098 shares; 2025Q2: 52,480 shares; 2025Q3: 51,826 shares; 2025Q4: 49,125 shares 49,125 $3.24M 0.26% -2,701 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,323 shares; 2025Q3: 28,030 shares; 2025Q4: 31,357 shares 31,357 $3.21M 0.25% +3,327 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: 5,893 shares; 2024Q4: 6,754 shares; 2025Q1: 6,840 shares; 2025Q2: 8,905 shares; 2025Q3: 10,917 shares; 2025Q4: 10,978 shares 10,978 $3.19M 0.25% +61 Timeline BUFD 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: 112,101 shares; 2025Q3: 114,328 shares; 2025Q4: 112,354 shares 112,354 $3.17M 0.25% -1,974 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: 9,204 shares; 2024Q4: 9,285 shares; 2025Q1: 9,719 shares; 2025Q2: 10,060 shares; 2025Q3: 8,890 shares; 2025Q4: 9,388 shares 9,388 $3.03M 0.24% +498 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: 6,422 shares; 2024Q4: 6,740 shares; 2025Q1: 6,718 shares; 2025Q2: 6,970 shares; 2025Q3: 6,698 shares; 2025Q4: 7,486 shares 7,486 $2.97M 0.23% +788 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: 5,719 shares; 2024Q4: 6,312 shares; 2025Q1: 7,606 shares; 2025Q2: 7,866 shares; 2025Q3: 7,885 shares; 2025Q4: 8,344 shares 8,344 $2.93M 0.23% +459 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,640 shares; 2024Q4: 10,280 shares; 2025Q1: 21,556 shares; 2025Q2: 24,891 shares; 2025Q3: 25,141 shares; 2025Q4: 31,259 shares 31,259 $2.9M 0.23% +6,118 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: 102,388 shares; 2024Q4: 53,287 shares; 2025Q1: 39,518 shares; 2025Q2: 36,759 shares; 2025Q3: 33,393 shares; 2025Q4: 31,860 shares 31,860 $2.9M 0.23% -1,533 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,410 shares; 2024Q4: 6,510 shares; 2025Q1: 7,327 shares; 2025Q2: 7,664 shares; 2025Q3: 8,617 shares; 2025Q4: 9,453 shares 9,453 $2.87M 0.23% +836 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,918 shares; 2024Q4: 28,289 shares; 2025Q1: 35,455 shares; 2025Q2: 40,815 shares; 2025Q3: 43,577 shares; 2025Q4: 41,164 shares 41,164 $2.86M 0.23% -2,413 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,082 shares; 2025Q3: 30,289 shares; 2025Q4: 37,018 shares 37,018 $2.85M 0.23% +6,729 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: 94,805 shares; 2024Q4: 49,851 shares; 2025Q1: 33,880 shares; 2025Q2: 32,275 shares; 2025Q3: 29,463 shares; 2025Q4: 29,659 shares 29,659 $2.79M 0.22% +196 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,688 shares; 2025Q2: 31,177 shares; 2025Q3: 48,932 shares; 2025Q4: 56,908 shares 56,908 $2.77M 0.22% +7,976 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,921 shares; 2025Q1: 45,131 shares; 2025Q2: 60,248 shares; 2025Q3: 67,261 shares; 2025Q4: 85,131 shares 85,131 $2.72M 0.21% +17,870 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,556 shares; 2024Q4: 211,604 shares; 2025Q1: 243,822 shares; 2025Q2: 366,100 shares; 2025Q3: 358,223 shares; 2025Q4: 368,419 shares 368,419 $2.69M 0.21% +10,196 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,904 shares; 2024Q4: 102,007 shares; 2025Q1: 100,717 shares; 2025Q2: 111,525 shares; 2025Q3: 111,482 shares; 2025Q4: 98,054 shares 98,054 $2.57M 0.2% -13,428 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,307 shares; 2025Q1: 65,319 shares; 2025Q2: 68,330 shares; 2025Q3: 73,713 shares; 2025Q4: 81,206 shares 81,206 $2.53M 0.2% +7,493 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: 34,677 shares; 2024Q4: 41,244 shares; 2025Q1: 37,213 shares; 2025Q2: 37,048 shares; 2025Q3: 43,662 shares; 2025Q4: 44,537 shares 44,537 $2.44M 0.19% +875 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: 14,976 shares; 2024Q4: 14,127 shares; 2025Q1: 13,383 shares; 2025Q2: 13,643 shares; 2025Q3: 11,344 shares; 2025Q4: 15,657 shares 15,657 $2.42M 0.19% +4,313 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,096 shares; 2024Q4: 44,049 shares; 2025Q1: 48,048 shares; 2025Q2: 51,311 shares; 2025Q3: 53,788 shares; 2025Q4: 53,724 shares 53,724 $2.39M 0.19% -64 Timeline ESGU 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: 15,398 shares; 2024Q4: 16,068 shares; 2025Q1: 15,939 shares; 2025Q2: 15,944 shares; 2025Q3: 15,735 shares; 2025Q4: 15,825 shares 15,825 $2.36M 0.19% +90 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: 11,687 shares; 2024Q4: 11,980 shares; 2025Q1: 11,314 shares; 2025Q2: 10,716 shares; 2025Q3: 10,525 shares; 2025Q4: 10,691 shares 10,691 $2.35M 0.19% +166 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,425 shares; 2024Q4: 96,532 shares; 2025Q1: 53,007 shares; 2025Q2: 67,153 shares; 2025Q3: 62,911 shares; 2025Q4: 61,361 shares 61,361 $2.26M 0.18% -1,550 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,234 shares; 2024Q4: 41,799 shares; 2025Q1: 40,924 shares; 2025Q2: 40,374 shares; 2025Q3: 45,528 shares; 2025Q4: 44,342 shares 44,342 $2.24M 0.18% -1,186 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: 14,521 shares; 2024Q4: 13,933 shares; 2025Q1: 12,970 shares; 2025Q2: 13,288 shares; 2025Q3: 19,958 shares; 2025Q4: 14,450 shares 14,450 $2.2M 0.17% -5,508 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: not reported; 2024Q4: 13,536 shares; 2025Q1: 25,900 shares; 2025Q2: 44,928 shares; 2025Q3: 49,865 shares; 2025Q4: 75,945 shares 75,945 $2.13M 0.17% +26,080 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: 12,450 shares; 2024Q4: 15,276 shares; 2025Q1: 17,359 shares; 2025Q2: 22,430 shares; 2025Q3: 24,100 shares; 2025Q4: 17,685 shares 17,685 $2.08M 0.16% -6,415 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,376 shares; 2024Q4: 11,715 shares; 2025Q1: 13,893 shares; 2025Q2: 13,108 shares; 2025Q3: 13,044 shares; 2025Q4: 12,916 shares 12,916 $2.08M 0.16% -128 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,006 shares; 2024Q4: 12,111 shares; 2025Q1: 15,990 shares; 2025Q2: 18,341 shares; 2025Q3: 20,046 shares; 2025Q4: 18,775 shares 18,775 $2.07M 0.16% -1,271 Timeline XSMO 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: 13,429 shares; 2025Q2: 21,947 shares; 2025Q3: 24,640 shares; 2025Q4: 28,593 shares 28,593 $2.06M 0.16% +3,953 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: 1,385 shares; 2024Q4: 1,557 shares; 2025Q1: 1,811 shares; 2025Q2: 1,868 shares; 2025Q3: 1,795 shares; 2025Q4: 1,863 shares 1,863 $2M 0.16% +68 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,668 shares; 2025Q1: 3,239 shares; 2025Q2: 3,309 shares; 2025Q3: 4,064 shares; 2025Q4: 6,997 shares 6,997 $2M 0.16% +2,933 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,923 shares; 2025Q1: 15,803 shares; 2025Q2: 21,217 shares; 2025Q3: 23,740 shares; 2025Q4: 23,267 shares 23,267 $1.99M 0.16% -473 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,291 shares; 2024Q4: 70,156 shares; 2025Q1: 90,726 shares; 2025Q2: 95,708 shares; 2025Q3: 107,903 shares; 2025Q4: 108,842 shares 108,842 $1.98M 0.16% +939 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: 8,048 shares; 2024Q4: 8,831 shares; 2025Q1: 13,077 shares; 2025Q2: 15,903 shares; 2025Q3: 17,954 shares; 2025Q4: 19,711 shares 19,711 $1.98M 0.16% +1,757 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: 18,250 shares; 2024Q4: 18,168 shares; 2025Q1: 18,472 shares; 2025Q2: 17,222 shares; 2025Q3: 16,515 shares; 2025Q4: 15,982 shares 15,982 $1.97M 0.16% -533 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,600 shares; 2025Q1: 3,924 shares; 2025Q2: 4,346 shares; 2025Q3: 4,286 shares; 2025Q4: 4,149 shares 4,149 $1.95M 0.15% -137 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: 4,380 shares; 2024Q4: 4,339 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,242 shares; 2025Q4: 28,132 shares 28,132 $1.93M 0.15% +890 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: 34,814 shares; 2024Q4: 37,245 shares; 2025Q1: 40,096 shares; 2025Q2: 35,790 shares; 2025Q3: 35,420 shares; 2025Q4: 34,481 shares 34,481 $1.92M 0.15% -939 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: 15,507 shares; 2024Q4: 15,595 shares; 2025Q1: 16,084 shares; 2025Q2: 16,309 shares; 2025Q3: 16,384 shares; 2025Q4: 17,092 shares 17,092 $1.9M 0.15% +708 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY 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: 5,324 shares 5,324 $1.88M 0.15% new 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: 24,468 shares; 2024Q4: 25,218 shares; 2025Q1: 24,161 shares; 2025Q2: 19,469 shares; 2025Q3: 19,395 shares; 2025Q4: 20,770 shares 20,770 $1.86M 0.15% +1,375 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: 5,922 shares; 2024Q4: 6,161 shares; 2025Q1: 9,150 shares; 2025Q2: 9,382 shares; 2025Q3: 9,627 shares; 2025Q4: 9,529 shares 9,529 $1.86M 0.15% -98 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: 43,814 shares; 2024Q4: 43,755 shares; 2025Q1: 43,927 shares; 2025Q2: 44,791 shares; 2025Q3: 24,604 shares; 2025Q4: 26,250 shares 26,250 $1.84M 0.15% +1,646 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: 73,352 shares; 2024Q4: 62,705 shares; 2025Q1: 56,548 shares; 2025Q2: 46,426 shares; 2025Q3: 43,816 shares; 2025Q4: 39,339 shares 39,339 $1.81M 0.14% -4,477 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,490 shares; 2024Q4: 19,870 shares; 2025Q1: 22,701 shares; 2025Q2: 30,280 shares; 2025Q3: 31,202 shares; 2025Q4: 32,369 shares 32,369 $1.8M 0.14% +1,167 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: 8,149 shares; 2024Q4: 9,077 shares; 2025Q1: 8,579 shares; 2025Q2: 7,255 shares; 2025Q3: 7,197 shares; 2025Q4: 6,894 shares 6,894 $1.78M 0.14% -303 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,663 shares; 2024Q4: 29,488 shares; 2025Q1: 28,796 shares; 2025Q2: 29,249 shares; 2025Q3: 29,107 shares; 2025Q4: 34,808 shares 34,808 $1.77M 0.14% +5,701 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,998 shares; 2024Q4: 10,224 shares; 2025Q1: 10,211 shares; 2025Q2: 9,758 shares; 2025Q3: 9,996 shares; 2025Q4: 9,597 shares 9,597 $1.77M 0.14% -399 Timeline EUSB 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: 12,551 shares; 2024Q4: 15,929 shares; 2025Q1: 38,211 shares; 2025Q2: 38,233 shares; 2025Q3: 38,567 shares; 2025Q4: 40,183 shares 40,183 $1.76M 0.14% +1,616 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: 9,383 shares; 2024Q4: 8,560 shares; 2025Q1: 5,679 shares; 2025Q2: 7,463 shares; 2025Q3: 8,075 shares; 2025Q4: 8,005 shares 8,005 $1.71M 0.14% -70 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,505 shares; 2024Q4: 10,259 shares; 2025Q1: 14,953 shares; 2025Q2: 19,304 shares; 2025Q3: 20,658 shares; 2025Q4: 20,947 shares 20,947 $1.69M 0.13% +289 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: 6,081 shares; 2024Q4: 6,143 shares; 2025Q1: 7,091 shares; 2025Q2: 7,178 shares; 2025Q3: 7,126 shares; 2025Q4: 7,957 shares 7,957 $1.69M 0.13% +831 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: 16,224 shares; 2024Q4: 15,865 shares; 2025Q1: 18,073 shares; 2025Q2: 17,990 shares; 2025Q3: 14,934 shares; 2025Q4: 14,391 shares 14,391 $1.64M 0.13% -543 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: 6,299 shares; 2024Q4: 6,448 shares; 2025Q1: 6,933 shares; 2025Q2: 7,468 shares; 2025Q3: 7,236 shares; 2025Q4: 6,584 shares 6,584 $1.62M 0.13% -652 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: 12,767 shares; 2024Q4: 12,786 shares; 2025Q1: 12,704 shares; 2025Q2: 12,473 shares; 2025Q3: 11,998 shares; 2025Q4: 11,726 shares 11,726 $1.61M 0.13% -272 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,152 shares; 2025Q1: 12,139 shares; 2025Q2: 9,804 shares; 2025Q3: 10,845 shares; 2025Q4: 13,381 shares 13,381 $1.6M 0.13% +2,536 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: 4,806 shares; 2024Q4: 5,056 shares; 2025Q1: 5,272 shares; 2025Q2: 5,568 shares; 2025Q3: 5,214 shares; 2025Q4: 5,366 shares 5,366 $1.59M 0.13% +152 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: 10,879 shares; 2024Q4: 10,932 shares; 2025Q1: 11,866 shares; 2025Q2: 12,511 shares; 2025Q3: 12,175 shares; 2025Q4: 13,071 shares 13,071 $1.57M 0.12% +896 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 4,431 shares; 2025Q1: 4,622 shares; 2025Q2: 4,671 shares; 2025Q3: 4,860 shares; 2025Q4: 5,032 shares 5,032 $1.55M 0.12% +172 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 5,007 shares; 2025Q1: 6,587 shares; 2025Q2: 6,755 shares; 2025Q3: 6,624 shares; 2025Q4: 7,316 shares 7,316 $1.54M 0.12% +692 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,314 shares; 2024Q4: 91,405 shares; 2025Q1: 158,744 shares; 2025Q2: 38,069 shares; 2025Q3: 20,725 shares; 2025Q4: 20,560 shares 20,560 $1.49M 0.12% -165 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: 14,029 shares; 2024Q4: 14,976 shares; 2025Q1: 15,627 shares; 2025Q2: 16,949 shares; 2025Q3: 16,127 shares; 2025Q4: 33,300 shares 33,300 $1.49M 0.12% +17,173 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: 3,647 shares; 2024Q4: 4,129 shares; 2025Q1: 5,863 shares; 2025Q2: 6,127 shares; 2025Q3: 5,716 shares; 2025Q4: 5,622 shares 5,622 $1.49M 0.12% -94 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: 10,139 shares; 2024Q4: 9,747 shares; 2025Q1: 10,082 shares; 2025Q2: 10,230 shares; 2025Q3: 10,492 shares; 2025Q4: 10,363 shares 10,363 $1.49M 0.12% -129 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,656 shares; 2024Q4: 10,488 shares; 2025Q1: 19,229 shares; 2025Q2: 20,662 shares; 2025Q3: 21,523 shares; 2025Q4: 22,445 shares 22,445 $1.48M 0.12% +922 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: 2,553 shares; 2024Q4: 3,459 shares; 2025Q1: 3,836 shares; 2025Q2: 4,176 shares; 2025Q3: 3,824 shares; 2025Q4: 4,103 shares 4,103 $1.48M 0.12% +279 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: 4,752 shares; 2024Q4: 4,912 shares; 2025Q1: 7,330 shares; 2025Q2: 6,071 shares; 2025Q3: 6,021 shares; 2025Q4: 12,242 shares 12,242 $1.46M 0.12% +6,221 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: 23,233 shares; 2025Q4: 21,215 shares 21,215 $1.43M 0.11% -2,018 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: 23,285 shares; 2024Q4: 23,887 shares; 2025Q1: 25,552 shares; 2025Q2: 26,275 shares; 2025Q3: 25,401 shares; 2025Q4: 25,995 shares 25,995 $1.43M 0.11% +594 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 2,059 shares; 2025Q1: 2,421 shares; 2025Q2: 2,587 shares; 2025Q3: 2,536 shares; 2025Q4: 2,498 shares 2,498 $1.41M 0.11% -38 Timeline PAVE 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: 94,679 shares; 2024Q4: 102,955 shares; 2025Q1: 53,745 shares; 2025Q2: 38,829 shares; 2025Q3: 33,401 shares; 2025Q4: 29,573 shares 29,573 $1.41M 0.11% -3,828 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,181 shares; 2024Q4: 2,179 shares; 2025Q1: 2,173 shares; 2025Q2: 2,182 shares; 2025Q3: 2,128 shares; 2025Q4: 2,136 shares 2,136 $1.4M 0.11% +8 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,290 shares; 2025Q2: 28,570 shares; 2025Q3: 33,964 shares; 2025Q4: 53,644 shares 53,644 $1.4M 0.11% +19,680 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: 2,792 shares; 2024Q4: 2,729 shares; 2025Q1: 2,759 shares; 2025Q2: 2,625 shares; 2025Q3: 4,550 shares; 2025Q4: 4,180 shares 4,180 $1.38M 0.11% -370 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,255 shares; 2024Q4: 9,294 shares; 2025Q1: 9,082 shares; 2025Q2: 9,384 shares; 2025Q3: 9,766 shares; 2025Q4: 8,213 shares 8,213 $1.38M 0.11% -1,553 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: 2,244 shares; 2024Q4: 2,239 shares; 2025Q1: 2,314 shares; 2025Q2: 2,388 shares; 2025Q3: 2,400 shares; 2025Q4: 2,410 shares 2,410 $1.38M 0.11% +10 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,466 shares; 2025Q2: 42,836 shares; 2025Q3: 45,727 shares; 2025Q4: 53,977 shares 53,977 $1.38M 0.11% +8,250 Timeline ESGE 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: 17,490 shares; 2024Q4: 19,308 shares; 2025Q1: 27,798 shares; 2025Q2: 28,670 shares; 2025Q3: 29,099 shares; 2025Q4: 30,402 shares 30,402 $1.34M 0.11% +1,303 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,121 shares; 2024Q4: 13,515 shares; 2025Q1: 14,290 shares; 2025Q2: 14,643 shares; 2025Q3: 13,871 shares; 2025Q4: 14,168 shares 14,168 $1.34M 0.11% +297 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: 13,557 shares; 2024Q4: 13,568 shares; 2025Q1: 13,954 shares; 2025Q2: 14,004 shares; 2025Q3: 13,861 shares; 2025Q4: 14,072 shares 14,072 $1.33M 0.1% +211 Timeline CMF 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: 5,981 shares; 2024Q4: 5,705 shares; 2025Q1: 5,872 shares; 2025Q2: 7,433 shares; 2025Q3: 16,982 shares; 2025Q4: 22,945 shares 22,945 $1.32M 0.1% +5,963 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,601 shares; 2024Q4: 16,765 shares; 2025Q1: 17,079 shares; 2025Q2: 16,451 shares; 2025Q3: 17,831 shares; 2025Q4: 17,707 shares 17,707 $1.31M 0.1% -124 Timeline LMBS 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: 23,298 shares; 2024Q4: 28,890 shares; 2025Q1: 30,970 shares; 2025Q2: 26,838 shares; 2025Q3: 25,624 shares; 2025Q4: 26,177 shares 26,177 $1.31M 0.1% +553 Timeline ESGD 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: 10,256 shares; 2024Q4: 11,298 shares; 2025Q1: 13,950 shares; 2025Q2: 14,221 shares; 2025Q3: 14,268 shares; 2025Q4: 13,602 shares 13,602 $1.29M 0.1% -666 Timeline MOAT 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: 5,364 shares; 2024Q4: 5,728 shares; 2025Q1: 14,195 shares; 2025Q2: 13,514 shares; 2025Q3: 13,746 shares; 2025Q4: 12,418 shares 12,418 $1.29M 0.1% -1,328 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,695 shares; 2025Q4: 55,015 shares 55,015 $1.28M 0.1% +13,320 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: 16,963 shares; 2024Q4: 17,586 shares; 2025Q1: 18,859 shares; 2025Q2: 19,363 shares; 2025Q3: 15,596 shares; 2025Q4: 16,218 shares 16,218 $1.25M 0.1% +622 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: 5,464 shares; 2024Q4: 5,382 shares; 2025Q1: 5,367 shares; 2025Q2: 6,026 shares; 2025Q3: 5,649 shares; 2025Q4: 5,945 shares 5,945 $1.23M 0.1% +296 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,996 shares; 2025Q3: 12,364 shares; 2025Q4: 14,659 shares 14,659 $1.23M 0.1% +2,295 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,000 shares; 2025Q1: 23,600 shares; 2025Q2: 23,605 shares; 2025Q3: 27,905 shares; 2025Q4: 35,725 shares 35,725 $1.22M 0.1% +7,820 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: 3,557 shares; 2024Q4: 3,641 shares; 2025Q1: 3,739 shares; 2025Q2: 3,851 shares; 2025Q3: 3,458 shares; 2025Q4: 3,460 shares 3,460 $1.19M 0.09% +2 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: 13,212 shares 13,212 $1.19M 0.09% new Timeline BIZD 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: 64,488 shares; 2024Q4: 64,594 shares; 2025Q1: 77,736 shares; 2025Q2: 74,420 shares; 2025Q3: 93,058 shares; 2025Q4: 82,665 shares 82,665 $1.17M 0.09% -10,393 Timeline SPTL 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: 134,061 shares; 2024Q4: 125,546 shares; 2025Q1: 23,918 shares; 2025Q2: not reported; 2025Q3: 45,399 shares; 2025Q4: 44,204 shares 44,204 $1.17M 0.09% -1,195 Timeline QQMG 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: 15,449 shares; 2025Q3: 19,180 shares; 2025Q4: 27,486 shares 27,486 $1.16M 0.09% +8,306 Timeline UCON 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: 257,323 shares; 2024Q4: 419,106 shares; 2025Q1: 529,690 shares; 2025Q2: 189,612 shares; 2025Q3: 78,531 shares; 2025Q4: 46,031 shares 46,031 $1.16M 0.09% -32,500 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,913 shares; 2024Q4: 31,161 shares; 2025Q1: 29,274 shares; 2025Q2: 29,566 shares; 2025Q3: 28,386 shares; 2025Q4: 26,335 shares 26,335 $1.13M 0.09% -2,051 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,119 shares; 2025Q1: 15,306 shares; 2025Q2: 19,811 shares; 2025Q3: 23,370 shares; 2025Q4: 22,707 shares 22,707 $1.13M 0.09% -663 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: 28,218 shares; 2024Q4: 28,095 shares; 2025Q1: 28,067 shares; 2025Q2: 28,067 shares; 2025Q3: 27,971 shares; 2025Q4: 27,949 shares 27,949 $1.11M 0.09% -22 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: 9,192 shares; 2024Q4: 9,368 shares; 2025Q1: 10,025 shares; 2025Q2: 11,071 shares; 2025Q3: 10,241 shares; 2025Q4: 11,857 shares 11,857 $1.11M 0.09% +1,616 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: 1,053 shares; 2024Q4: 1,152 shares; 2025Q1: 1,224 shares; 2025Q2: 1,699 shares; 2025Q3: 1,719 shares; 2025Q4: 1,914 shares 1,914 $1.1M 0.09% +195 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: 2,690 shares; 2024Q4: 2,733 shares; 2025Q1: 2,866 shares; 2025Q2: 2,978 shares; 2025Q3: 3,091 shares; 2025Q4: 3,290 shares 3,290 $1.08M 0.09% +199 Timeline CPTL 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: 27,772 shares; 2024Q4: 24,706 shares; 2025Q1: 32,177 shares; 2025Q2: 28,313 shares; 2025Q3: 27,027 shares; 2025Q4: 24,727 shares 24,727 $1.07M 0.08% -2,300 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: 5,739 shares; 2025Q4: 8,550 shares 8,550 $1.06M 0.08% +2,811 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: 8,223 shares; 2024Q4: 9,241 shares; 2025Q1: 9,721 shares; 2025Q2: 9,522 shares; 2025Q3: 9,947 shares; 2025Q4: 10,617 shares 10,617 $1.06M 0.08% +670 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: 22,294 shares; 2024Q4: 23,488 shares; 2025Q1: 22,706 shares; 2025Q2: 24,500 shares; 2025Q3: 25,437 shares; 2025Q4: 25,009 shares 25,009 $1.02M 0.08% -428 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: 5,331 shares; 2024Q4: 5,729 shares; 2025Q1: 5,876 shares; 2025Q2: 5,929 shares; 2025Q3: 5,950 shares; 2025Q4: 5,294 shares 5,294 $1.01M 0.08% -656 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 874 shares; 2025Q1: 1,035 shares; 2025Q2: 1,027 shares; 2025Q3: 855 shares; 2025Q4: 945 shares 945 $1.01M 0.08% +90 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: 3,352 shares; 2024Q4: 3,882 shares; 2025Q1: 4,024 shares; 2025Q2: 4,140 shares; 2025Q3: 4,201 shares; 2025Q4: 4,328 shares 4,328 $989K 0.08% +127 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: 13,331 shares; 2024Q4: 17,658 shares; 2025Q1: 16,432 shares; 2025Q2: 15,273 shares; 2025Q3: 14,760 shares; 2025Q4: 10,229 shares 10,229 $985K 0.08% -4,531 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: 3,158 shares; 2024Q4: 3,149 shares; 2025Q1: 3,154 shares; 2025Q2: 3,589 shares; 2025Q3: 3,589 shares; 2025Q4: 3,604 shares 3,604 $970K 0.08% +15 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,058 shares; 2024Q4: 9,271 shares; 2025Q1: 9,608 shares; 2025Q2: 10,083 shares; 2025Q3: 10,743 shares; 2025Q4: 9,344 shares 9,344 $958K 0.08% -1,399 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,429 shares; 2025Q1: 47,493 shares; 2025Q2: 53,656 shares; 2025Q3: 54,867 shares; 2025Q4: 67,224 shares 67,224 $952K 0.08% +12,357 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 800 shares; 2025Q1: 1,191 shares; 2025Q2: 1,463 shares; 2025Q3: 1,597 shares; 2025Q4: 1,621 shares 1,621 $939K 0.07% +24 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,765 shares; 2025Q1: 18,553 shares; 2025Q2: 20,855 shares; 2025Q3: 22,812 shares; 2025Q4: 35,257 shares 35,257 $935K 0.07% +12,445 Timeline USXF 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: 7,781 shares; 2024Q4: 11,041 shares; 2025Q1: 17,983 shares; 2025Q2: 17,511 shares; 2025Q3: 17,630 shares; 2025Q4: 16,201 shares 16,201 $933K 0.07% -1,429 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: 2,491 shares; 2024Q4: 2,403 shares; 2025Q1: 4,454 shares; 2025Q2: 4,301 shares; 2025Q3: 4,200 shares; 2025Q4: 4,284 shares 4,284 $930K 0.07% +84 Timeline ICSH 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: 6,000 shares; 2025Q2: 5,468 shares; 2025Q3: 16,243 shares; 2025Q4: 17,974 shares 17,974 $909K 0.07% +1,731 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: 13,339 shares; 2024Q4: 11,647 shares; 2025Q1: 11,750 shares; 2025Q2: 10,654 shares; 2025Q3: 10,058 shares; 2025Q4: 9,455 shares 9,455 $900K 0.07% -603 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: 14,755 shares; 2024Q4: 13,782 shares; 2025Q1: 14,920 shares; 2025Q2: 14,989 shares; 2025Q3: 14,366 shares; 2025Q4: 12,320 shares 12,320 $880K 0.07% -2,046 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,371 shares; 2024Q4: 25,516 shares; 2025Q1: 25,635 shares; 2025Q2: 24,526 shares; 2025Q3: 23,852 shares; 2025Q4: 21,606 shares 21,606 $870K 0.07% -2,246 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,054 shares; 2024Q4: 14,885 shares; 2025Q1: 14,457 shares; 2025Q2: 13,335 shares; 2025Q3: 11,660 shares; 2025Q4: 10,740 shares 10,740 $858K 0.07% -920 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: 643 shares; 2025Q2: 863 shares; 2025Q3: 1,114 shares; 2025Q4: 973 shares 973 $856K 0.07% -141 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,035 shares; 2024Q4: 28,732 shares; 2025Q1: 29,802 shares; 2025Q2: 24,880 shares; 2025Q3: 19,319 shares; 2025Q4: 18,265 shares 18,265 $850K 0.07% -1,054 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,961 shares; 2024Q4: 73,211 shares; 2025Q1: 75,612 shares; 2025Q2: 74,696 shares; 2025Q3: 66,896 shares; 2025Q4: 80,146 shares 80,146 $850K 0.07% +13,250 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,880 shares; 2025Q1: 7,178 shares; 2025Q2: 5,931 shares; 2025Q3: 4,648 shares; 2025Q4: 4,925 shares 4,925 $843K 0.07% +277 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,743 shares; 2024Q4: 49,941 shares; 2025Q1: 45,397 shares; 2025Q2: 43,288 shares; 2025Q3: 40,426 shares; 2025Q4: 36,608 shares 36,608 $843K 0.07% -3,818 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: 33,303 shares; 2024Q4: 34,152 shares; 2025Q1: 34,046 shares; 2025Q2: 35,392 shares; 2025Q3: 34,349 shares; 2025Q4: 33,861 shares 33,861 $841K 0.07% -488 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,594 shares; 2024Q4: 5,898 shares; 2025Q1: 5,486 shares; 2025Q2: 5,500 shares; 2025Q3: 5,501 shares; 2025Q4: 5,781 shares 5,781 $831K 0.07% +280 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,202 shares; 2024Q4: 2,287 shares; 2025Q1: 3,357 shares; 2025Q2: 3,460 shares; 2025Q3: 3,267 shares; 2025Q4: 3,046 shares 3,046 $827K 0.07% -221 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,483 shares; 2024Q4: 1,979 shares; 2025Q1: 2,078 shares; 2025Q2: 2,159 shares; 2025Q3: 2,130 shares; 2025Q4: 2,217 shares 2,217 $821K 0.06% +87 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 3,908 shares; 2025Q1: 4,196 shares; 2025Q2: 4,486 shares; 2025Q3: 4,459 shares; 2025Q4: 4,470 shares 4,470 $820K 0.06% +11 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,810 shares; 2024Q4: 10,304 shares; 2025Q1: 11,896 shares; 2025Q2: 17,248 shares; 2025Q3: 17,330 shares; 2025Q4: 19,160 shares 19,160 $819K 0.06% +1,830 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 22,890 shares; 2025Q4: 56,288 shares 56,288 $818K 0.06% +33,398 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,993 shares; 2024Q4: 28,993 shares; 2025Q1: 28,665 shares; 2025Q2: 27,494 shares; 2025Q3: 27,516 shares; 2025Q4: 27,391 shares 27,391 $812K 0.06% -125 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,989 shares; 2024Q4: 5,823 shares; 2025Q1: 6,961 shares; 2025Q2: 6,182 shares; 2025Q3: 5,240 shares; 2025Q4: 5,321 shares 5,321 $809K 0.06% +81 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 659 shares; 2025Q1: 734 shares; 2025Q2: 655 shares; 2025Q3: 662 shares; 2025Q4: 663 shares 663 $805K 0.06% +1 Timeline FYX 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: 23,877 shares; 2024Q4: 23,160 shares; 2025Q1: 18,199 shares; 2025Q2: 11,864 shares; 2025Q3: 8,872 shares; 2025Q4: 7,001 shares 7,001 $792K 0.06% -1,871 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,476 shares; 2024Q4: 4,008 shares; 2025Q1: not reported; 2025Q2: 10,590 shares; 2025Q3: 9,524 shares; 2025Q4: 9,703 shares 9,703 $789K 0.06% +179 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,646 shares; 2024Q4: 25,931 shares; 2025Q1: 19,470 shares; 2025Q2: 18,317 shares; 2025Q3: 17,526 shares; 2025Q4: 16,782 shares 16,782 $786K 0.06% -744 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,510 shares; 2024Q4: 4,652 shares; 2025Q1: 4,859 shares; 2025Q2: 5,003 shares; 2025Q3: 5,029 shares; 2025Q4: 5,073 shares 5,073 $779K 0.06% +44 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,399 shares; 2024Q4: 6,611 shares; 2025Q1: 7,578 shares; 2025Q2: 7,830 shares; 2025Q3: 8,609 shares; 2025Q4: 9,535 shares 9,535 $779K 0.06% +926 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,008 shares; 2024Q4: 18,795 shares; 2025Q1: 17,539 shares; 2025Q2: 14,325 shares; 2025Q3: 14,113 shares; 2025Q4: 13,718 shares 13,718 $773K 0.06% -395 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: 750 shares; 2024Q4: 760 shares; 2025Q1: 1,989 shares; 2025Q2: 2,054 shares; 2025Q3: 2,036 shares; 2025Q4: 1,997 shares 1,997 $746K 0.06% -39 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,630 shares; 2024Q4: 4,640 shares; 2025Q1: 5,899 shares; 2025Q2: 6,434 shares; 2025Q3: 7,985 shares; 2025Q4: 16,221 shares 16,221 $736K 0.06% +8,236 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: 549 shares; 2025Q1: 566 shares; 2025Q2: 562 shares; 2025Q3: 695 shares; 2025Q4: 683 shares 683 $731K 0.06% -12 Timeline TLTW 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: 10,359 shares; 2025Q1: 24,494 shares; 2025Q2: 33,054 shares; 2025Q3: 34,099 shares; 2025Q4: 32,233 shares 32,233 $731K 0.06% -1,866 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: 3,580 shares; 2024Q4: 3,689 shares; 2025Q1: 4,165 shares; 2025Q2: 4,190 shares; 2025Q3: 4,152 shares; 2025Q4: 4,267 shares 4,267 $730K 0.06% +115 Timeline EXC EXELON CORP More: the full row for EXELON 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: 16,688 shares 16,688 $727K 0.06% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,199 shares; 2024Q4: 15,199 shares; 2025Q1: 15,199 shares; 2025Q2: 15,199 shares; 2025Q3: 15,199 shares; 2025Q4: 15,199 shares 15,199 $713K 0.06% 0 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: 3,591 shares; 2024Q4: 3,391 shares; 2025Q1: 3,279 shares; 2025Q2: 2,982 shares; 2025Q3: 2,859 shares; 2025Q4: 2,353 shares 2,353 $711K 0.06% -506 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,725 shares 6,725 $711K 0.06% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,082 shares; 2024Q4: 2,107 shares; 2025Q1: 5,827 shares; 2025Q2: 4,664 shares; 2025Q3: 4,308 shares; 2025Q4: 3,958 shares 3,958 $702K 0.06% -350 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,506 shares; 2024Q4: 12,506 shares; 2025Q1: 16,047 shares; 2025Q2: 16,016 shares; 2025Q3: 16,011 shares; 2025Q4: 20,244 shares 20,244 $698K 0.06% +4,233 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 467 shares; 2025Q2: 644 shares; 2025Q3: 1,953 shares; 2025Q4: 1,946 shares 1,946 $682K 0.05% -7 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: 6,381 shares; 2024Q4: 6,453 shares; 2025Q1: 8,525 shares; 2025Q2: 7,940 shares; 2025Q3: 7,696 shares; 2025Q4: 8,092 shares 8,092 $681K 0.05% +396 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,108 shares; 2024Q4: 19,973 shares; 2025Q1: 17,727 shares; 2025Q2: 17,557 shares; 2025Q3: 16,041 shares; 2025Q4: 15,319 shares 15,319 $679K 0.05% -722 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,483 shares; 2024Q4: 3,638 shares; 2025Q1: 3,819 shares; 2025Q2: 4,011 shares; 2025Q3: 4,312 shares; 2025Q4: 4,386 shares 4,386 $676K 0.05% +74 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,342 shares; 2024Q4: 12,275 shares; 2025Q1: 9,403 shares; 2025Q2: 7,993 shares; 2025Q3: 7,584 shares; 2025Q4: 7,920 shares 7,920 $663K 0.05% +336 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: 5,630 shares; 2024Q4: 6,055 shares; 2025Q1: 6,026 shares; 2025Q2: 6,006 shares; 2025Q3: 4,759 shares; 2025Q4: 4,624 shares 4,624 $663K 0.05% -135 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: 5,609 shares; 2024Q4: 5,381 shares; 2025Q1: 4,675 shares; 2025Q2: 4,587 shares; 2025Q3: 3,962 shares; 2025Q4: 3,101 shares 3,101 $657K 0.05% -861 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: 972 shares; 2024Q4: 1,249 shares; 2025Q1: 1,685 shares; 2025Q2: 1,445 shares; 2025Q3: 1,390 shares; 2025Q4: 1,351 shares 1,351 $649K 0.05% -39 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 410 shares; 2025Q1: 398 shares; 2025Q2: 6,517 shares; 2025Q3: 6,900 shares; 2025Q4: 7,026 shares 7,026 $641K 0.05% +126 Timeline DSI 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: 4,699 shares; 2024Q4: 5,476 shares; 2025Q1: 5,444 shares; 2025Q2: 5,390 shares; 2025Q3: 5,349 shares; 2025Q4: 4,967 shares 4,967 $640K 0.05% -382 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,218 shares; 2024Q4: 16,911 shares; 2025Q1: 17,495 shares; 2025Q2: 17,564 shares; 2025Q3: 15,885 shares; 2025Q4: 17,288 shares 17,288 $638K 0.05% +1,403 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: 59,340 shares; 2025Q2: 60,330 shares; 2025Q3: 62,830 shares; 2025Q4: 12,446 shares 12,446 $636K 0.05% -50,384 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,554 shares 12,554 $634K 0.05% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,108 shares; 2024Q4: 3,031 shares; 2025Q1: 2,969 shares; 2025Q2: 2,911 shares; 2025Q3: 2,875 shares; 2025Q4: 2,913 shares 2,913 $632K 0.05% +38 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: not reported; 2024Q4: 3,275 shares; 2025Q1: 3,427 shares; 2025Q2: 4,184 shares; 2025Q3: 6,970 shares; 2025Q4: 14,766 shares 14,766 $630K 0.05% +7,796 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,051 shares; 2025Q2: 7,508 shares; 2025Q3: 10,024 shares; 2025Q4: 12,078 shares 12,078 $630K 0.05% +2,054 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: 5,320 shares; 2024Q4: 5,363 shares; 2025Q1: 5,517 shares; 2025Q2: 5,186 shares; 2025Q3: 4,706 shares; 2025Q4: 4,464 shares 4,464 $630K 0.05% -242 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,659 shares; 2024Q4: 11,316 shares; 2025Q1: 9,702 shares; 2025Q2: 12,736 shares; 2025Q3: 9,564 shares; 2025Q4: 8,772 shares 8,772 $626K 0.05% -792 Timeline SPTI 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: 29,677 shares; 2024Q4: 26,942 shares; 2025Q1: 30,067 shares; 2025Q2: 29,824 shares; 2025Q3: 28,146 shares; 2025Q4: 21,711 shares 21,711 $626K 0.05% -6,435 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 613 shares; 2025Q1: 1,243 shares; 2025Q2: 1,323 shares; 2025Q3: 1,263 shares; 2025Q4: 1,359 shares 1,359 $616K 0.05% +96 Timeline XYLD 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: 27,997 shares; 2024Q4: 20,765 shares; 2025Q1: 21,078 shares; 2025Q2: 16,407 shares; 2025Q3: 15,293 shares; 2025Q4: 15,097 shares 15,097 $613K 0.05% -196 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,856 shares; 2024Q4: 64,048 shares; 2025Q1: 62,880 shares; 2025Q2: 63,760 shares; 2025Q3: 59,335 shares; 2025Q4: 41,283 shares 41,283 $611K 0.05% -18,052 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,214 shares; 2024Q4: 4,116 shares; 2025Q1: 4,248 shares; 2025Q2: 4,240 shares; 2025Q3: 3,615 shares; 2025Q4: 3,760 shares 3,760 $602K 0.05% +145 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,772 shares; 2025Q4: 6,942 shares 6,942 $595K 0.05% +2,170 Timeline DGRW 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: 10,971 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,343 shares; 2025Q3: 3,365 shares; 2025Q4: 6,431 shares 6,431 $575K 0.05% +3,066 Timeline ILCV 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: 3,002 shares; 2024Q4: 3,781 shares; 2025Q1: 5,249 shares; 2025Q2: 6,395 shares; 2025Q3: 6,234 shares; 2025Q4: 6,081 shares 6,081 $574K 0.05% -153 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 5,664 shares; 2025Q1: 5,696 shares; 2025Q2: 5,587 shares; 2025Q3: 4,837 shares; 2025Q4: 4,894 shares 4,894 $571K 0.05% +57 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,784 shares; 2024Q4: 7,963 shares; 2025Q1: 8,284 shares; 2025Q2: 8,426 shares; 2025Q3: 12,972 shares; 2025Q4: 13,936 shares 13,936 $565K 0.04% +964 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 1,168 shares; 2025Q1: 1,700 shares; 2025Q2: 1,817 shares; 2025Q3: 1,679 shares; 2025Q4: 1,608 shares 1,608 $562K 0.04% -71 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: 1,400 shares; 2024Q4: 1,459 shares; 2025Q1: 1,561 shares; 2025Q2: 1,623 shares; 2025Q3: 1,676 shares; 2025Q4: 1,835 shares 1,835 $561K 0.04% +159 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,073 shares; 2024Q4: 19,389 shares; 2025Q1: 19,907 shares; 2025Q2: 20,139 shares; 2025Q3: 19,421 shares; 2025Q4: 16,397 shares 16,397 $554K 0.04% -3,024 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP 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: 9,094 shares 9,094 $549K 0.04% new Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES 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: 4,045 shares; 2025Q3: 5,905 shares; 2025Q4: 7,965 shares 7,965 $547K 0.04% +2,060 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,172 shares; 2025Q3: 3,000 shares; 2025Q4: 3,162 shares 3,162 $545K 0.04% +162 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,734 shares; 2025Q1: 3,006 shares; 2025Q2: 3,130 shares; 2025Q3: 2,925 shares; 2025Q4: 3,107 shares 3,107 $539K 0.04% +182 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 2,153 shares; 2025Q1: 2,173 shares; 2025Q2: 1,986 shares; 2025Q3: 1,810 shares; 2025Q4: 1,716 shares 1,716 $536K 0.04% -94 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: 1,055 shares; 2024Q4: 1,036 shares; 2025Q1: 1,180 shares; 2025Q2: 1,135 shares; 2025Q3: 1,259 shares; 2025Q4: 1,445 shares 1,445 $534K 0.04% +186 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,765 shares; 2025Q2: 3,742 shares; 2025Q3: 3,859 shares; 2025Q4: 4,160 shares 4,160 $530K 0.04% +301 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 817 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 925 shares 925 $525K 0.04% +7 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: 16,725 shares; 2024Q4: 24,920 shares; 2025Q1: 24,922 shares; 2025Q2: 22,631 shares; 2025Q3: 16,980 shares; 2025Q4: 20,837 shares 20,837 $519K 0.04% +3,857 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,217 shares; 2024Q4: 2,518 shares; 2025Q1: 2,380 shares; 2025Q2: 2,183 shares; 2025Q3: 2,212 shares; 2025Q4: 2,139 shares 2,139 $516K 0.04% -73 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: 2,449 shares; 2024Q4: 2,649 shares; 2025Q1: 3,180 shares; 2025Q2: 3,308 shares; 2025Q3: 3,540 shares; 2025Q4: 4,037 shares 4,037 $515K 0.04% +497 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 8,877 shares; 2025Q3: 8,577 shares; 2025Q4: 7,322 shares 7,322 $511K 0.04% -1,255 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 1,845 shares; 2025Q4: 2,680 shares 2,680 $500K 0.04% +835 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,261 shares; 2025Q3: 13,061 shares; 2025Q4: 13,061 shares 13,061 $498K 0.04% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,893 shares; 2024Q4: 5,068 shares; 2025Q1: 4,945 shares; 2025Q2: 5,131 shares; 2025Q3: 5,543 shares; 2025Q4: 5,628 shares 5,628 $497K 0.04% +85 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,866 shares; 2025Q1: 4,340 shares; 2025Q2: 3,915 shares; 2025Q3: 3,412 shares; 2025Q4: 3,379 shares 3,379 $495K 0.04% -33 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: 5,163 shares; 2024Q4: 4,550 shares; 2025Q1: 4,382 shares; 2025Q2: 4,153 shares; 2025Q3: 3,923 shares; 2025Q4: 4,661 shares 4,661 $491K 0.04% +738 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,657 shares; 2025Q2: 18,656 shares; 2025Q3: 18,279 shares; 2025Q4: 15,840 shares 15,840 $483K 0.04% -2,439 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: 5,715 shares; 2024Q4: 6,840 shares; 2025Q1: 6,784 shares; 2025Q2: 6,814 shares; 2025Q3: 6,970 shares; 2025Q4: 8,317 shares 8,317 $480K 0.04% +1,347 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 8,036 shares; 2025Q1: 7,195 shares; 2025Q2: 8,315 shares; 2025Q3: 7,969 shares; 2025Q4: 8,175 shares 8,175 $477K 0.04% +206 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: 5,580 shares; 2025Q2: 5,822 shares; 2025Q3: 5,883 shares; 2025Q4: 6,146 shares 6,146 $471K 0.04% +263 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,064 shares; 2024Q4: 4,444 shares; 2025Q1: 4,308 shares; 2025Q2: 3,564 shares; 2025Q3: 3,471 shares; 2025Q4: 3,462 shares 3,462 $458K 0.04% -9 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: not reported; 2025Q2: not reported; 2025Q3: 506 shares; 2025Q4: 676 shares 676 $456K 0.04% +170 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: 1,878 shares; 2025Q2: 2,291 shares; 2025Q3: 2,338 shares; 2025Q4: 2,837 shares 2,837 $455K 0.04% +499 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,536 shares 4,536 $453K 0.04% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: not reported; 2025Q1: 3,029 shares; 2025Q2: 3,067 shares; 2025Q3: 3,052 shares; 2025Q4: 3,224 shares 3,224 $444K 0.04% +172 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,242 shares; 2024Q4: 6,468 shares; 2025Q1: 4,929 shares; 2025Q2: 9,455 shares; 2025Q3: 10,298 shares; 2025Q4: 10,591 shares 10,591 $440K 0.03% +293 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: not reported; 2024Q4: 4,000 shares; 2025Q1: 5,569 shares; 2025Q2: 7,038 shares; 2025Q3: 7,638 shares; 2025Q4: 8,682 shares 8,682 $439K 0.03% +1,044 Timeline SIL 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: 5,208 shares 5,208 $435K 0.03% new 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: 1,063 shares; 2024Q4: 1,065 shares; 2025Q1: 1,066 shares; 2025Q2: 1,041 shares; 2025Q3: 1,042 shares; 2025Q4: 1,044 shares 1,044 $431K 0.03% +2 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,791 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,909 shares; 2025Q4: 33,960 shares 33,960 $427K 0.03% +11,051 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,628 shares; 2025Q3: 1,505 shares; 2025Q4: 1,542 shares 1,542 $425K 0.03% +37 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,258 shares; 2025Q3: 4,259 shares; 2025Q4: 4,259 shares 4,259 $423K 0.03% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,788 shares; 2025Q3: 6,256 shares; 2025Q4: 7,449 shares 7,449 $422K 0.03% +1,193 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: 2,607 shares; 2024Q4: 1,913 shares; 2025Q1: 1,971 shares; 2025Q2: 1,671 shares; 2025Q3: 1,729 shares; 2025Q4: 1,809 shares 1,809 $419K 0.03% +80 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: 3,831 shares; 2024Q4: 4,852 shares; 2025Q1: 3,885 shares; 2025Q2: 4,097 shares; 2025Q3: 4,131 shares; 2025Q4: 4,459 shares 4,459 $417K 0.03% +328 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 2,215 shares; 2025Q1: 2,219 shares; 2025Q2: 2,529 shares; 2025Q3: 2,550 shares; 2025Q4: 2,726 shares 2,726 $417K 0.03% +176 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: 707 shares; 2024Q4: 855 shares; 2025Q1: 898 shares; 2025Q2: 882 shares; 2025Q3: 886 shares; 2025Q4: 861 shares 861 $416K 0.03% -25 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,796 shares; 2025Q1: 1,715 shares; 2025Q2: 2,099 shares; 2025Q3: 2,003 shares; 2025Q4: 2,127 shares 2,127 $415K 0.03% +124 Timeline MITK MITEK SYS INC More: the full row for MITEK SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,045 shares; 2024Q4: 43,170 shares; 2025Q1: 42,370 shares; 2025Q2: 42,970 shares; 2025Q3: 39,220 shares; 2025Q4: 39,220 shares 39,220 $414K 0.03% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 173 shares; 2025Q1: 204 shares; 2025Q2: 203 shares; 2025Q3: 199 shares; 2025Q4: 205 shares 205 $413K 0.03% +6 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: 3,226 shares; 2024Q4: 3,378 shares; 2025Q1: 3,378 shares; 2025Q2: 3,378 shares; 2025Q3: 3,378 shares; 2025Q4: 3,350 shares 3,350 $407K 0.03% -28 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,931 shares; 2024Q4: 4,911 shares; 2025Q1: 5,411 shares; 2025Q2: 5,411 shares; 2025Q3: 5,411 shares; 2025Q4: 6,211 shares 6,211 $407K 0.03% +800 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: 2,360 shares; 2024Q4: 2,396 shares; 2025Q1: 2,577 shares; 2025Q2: 3,311 shares; 2025Q3: 3,321 shares; 2025Q4: 3,222 shares 3,222 $404K 0.03% -99 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,164 shares; 2024Q4: 20,874 shares; 2025Q1: 21,040 shares; 2025Q2: 21,132 shares; 2025Q3: 20,313 shares; 2025Q4: 19,762 shares 19,762 $400K 0.03% -551 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: 5,053 shares; 2024Q4: 5,053 shares; 2025Q1: 5,053 shares; 2025Q2: 5,053 shares; 2025Q3: 5,001 shares; 2025Q4: 5,001 shares 5,001 $398K 0.03% 0 Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES 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: 10,920 shares 10,920 $396K 0.03% 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: 5,117 shares; 2024Q4: 5,306 shares; 2025Q1: 5,336 shares; 2025Q2: 3,783 shares; 2025Q3: 3,554 shares; 2025Q4: 2,411 shares 2,411 $391K 0.03% -1,143 Timeline GRNB 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: 16,005 shares 16,005 $389K 0.03% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON 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: 2,083 shares; 2025Q4: 2,124 shares 2,124 $386K 0.03% +41 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,171 shares; 2024Q4: 5,190 shares; 2025Q1: not reported; 2025Q2: 5,589 shares; 2025Q3: 5,611 shares; 2025Q4: 8,859 shares 8,859 $383K 0.03% +3,248 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: 2,840 shares; 2024Q4: 2,922 shares; 2025Q1: 3,426 shares; 2025Q2: 3,597 shares; 2025Q3: 3,579 shares; 2025Q4: 4,929 shares 4,929 $383K 0.03% +1,350 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,459 shares; 2024Q4: 30,813 shares; 2025Q1: 31,401 shares; 2025Q2: 29,706 shares; 2025Q3: 29,981 shares; 2025Q4: 28,983 shares 28,983 $380K 0.03% -998 Timeline GSY 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: 4,210 shares; 2024Q4: 4,186 shares; 2025Q1: 4,967 shares; 2025Q2: 5,661 shares; 2025Q3: 4,394 shares; 2025Q4: 7,550 shares 7,550 $379K 0.03% +3,156 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,255 shares; 2024Q4: 3,294 shares; 2025Q1: 3,566 shares; 2025Q2: 3,791 shares; 2025Q3: 4,366 shares; 2025Q4: 4,694 shares 4,694 $377K 0.03% +328 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,353 shares; 2024Q4: 7,814 shares; 2025Q1: 7,217 shares; 2025Q2: 6,677 shares; 2025Q3: 6,684 shares; 2025Q4: 6,886 shares 6,886 $377K 0.03% +202 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,308 shares; 2025Q2: 1,361 shares; 2025Q3: 1,229 shares; 2025Q4: 1,268 shares 1,268 $375K 0.03% +39 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,505 shares; 2025Q1: 1,571 shares; 2025Q2: 1,612 shares; 2025Q3: 1,610 shares; 2025Q4: 1,708 shares 1,708 $375K 0.03% +98 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,822 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 1,822 shares; 2025Q4: 1,822 shares 1,822 $375K 0.03% 0 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: 1,349 shares; 2024Q4: 1,350 shares; 2025Q1: 1,166 shares; 2025Q2: 1,460 shares; 2025Q3: 1,447 shares; 2025Q4: 1,456 shares 1,456 $374K 0.03% +9 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,875 shares; 2024Q4: 4,930 shares; 2025Q1: 4,931 shares; 2025Q2: 4,871 shares; 2025Q3: 4,743 shares; 2025Q4: 4,749 shares 4,749 $374K 0.03% +6 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: 2,273 shares; 2025Q3: 2,372 shares; 2025Q4: 2,761 shares 2,761 $373K 0.03% +389 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 973 shares; 2025Q1: 1,048 shares; 2025Q2: 1,099 shares; 2025Q3: 1,094 shares; 2025Q4: 1,061 shares 1,061 $373K 0.03% -33 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,232 shares; 2024Q4: 3,054 shares; 2025Q1: 3,273 shares; 2025Q2: 3,696 shares; 2025Q3: 3,325 shares; 2025Q4: 3,714 shares 3,714 $371K 0.03% +389 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,831 shares; 2024Q4: 6,787 shares; 2025Q1: 6,792 shares; 2025Q2: 8,928 shares; 2025Q3: 7,484 shares; 2025Q4: 7,511 shares 7,511 $370K 0.03% +27 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 67 shares; 2025Q2: 68 shares; 2025Q3: 67 shares; 2025Q4: 69 shares 69 $370K 0.03% +2 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,590 shares; 2025Q1: 1,434 shares; 2025Q2: 1,476 shares; 2025Q3: 1,324 shares; 2025Q4: 1,429 shares 1,429 $367K 0.03% +105 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 2,099 shares; 2025Q1: 2,074 shares; 2025Q2: 2,610 shares; 2025Q3: 2,648 shares; 2025Q4: 2,688 shares 2,688 $365K 0.03% +40 Timeline FEX 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: 2,997 shares; 2024Q4: 3,009 shares; 2025Q1: 3,019 shares; 2025Q2: 3,026 shares; 2025Q3: 3,034 shares; 2025Q4: 3,045 shares 3,045 $361K 0.03% +11 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: 15,090 shares; 2024Q4: 13,064 shares; 2025Q1: 14,068 shares; 2025Q2: 16,468 shares; 2025Q3: 15,424 shares; 2025Q4: 14,111 shares 14,111 $360K 0.03% -1,313 Timeline RDIV 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: 4,647 shares; 2024Q4: 5,275 shares; 2025Q1: 6,853 shares; 2025Q2: 7,084 shares; 2025Q3: 6,790 shares; 2025Q4: 6,894 shares 6,894 $359K 0.03% +104 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: 1,071 shares; 2024Q4: 1,051 shares; 2025Q1: 1,052 shares; 2025Q2: 919 shares; 2025Q3: 920 shares; 2025Q4: 923 shares 923 $357K 0.03% +3 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,956 shares; 2025Q2: 1,726 shares; 2025Q3: 1,970 shares; 2025Q4: 1,815 shares 1,815 $353K 0.03% -155 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 844 shares; 2025Q1: 836 shares; 2025Q2: not reported; 2025Q3: 891 shares; 2025Q4: 1,220 shares 1,220 $352K 0.03% +329 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,314 shares; 2024Q4: 6,314 shares; 2025Q1: 6,189 shares; 2025Q2: 6,309 shares; 2025Q3: 6,234 shares; 2025Q4: 5,429 shares 5,429 $352K 0.03% -805 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,673 shares; 2025Q2: 4,555 shares; 2025Q3: 3,809 shares; 2025Q4: 6,891 shares 6,891 $351K 0.03% +3,082 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: 3,551 shares; 2024Q4: 3,553 shares; 2025Q1: 3,608 shares; 2025Q2: 3,552 shares; 2025Q3: 3,314 shares; 2025Q4: 3,315 shares 3,315 $345K 0.03% +1 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,859 shares; 2024Q4: 5,642 shares; 2025Q1: 5,419 shares; 2025Q2: 5,363 shares; 2025Q3: 5,289 shares; 2025Q4: 5,326 shares 5,326 $343K 0.03% +37 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: not reported; 2024Q4: not reported; 2025Q1: 1,929 shares; 2025Q2: 3,384 shares; 2025Q3: 2,488 shares; 2025Q4: 2,297 shares 2,297 $342K 0.03% -191 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F 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: 23,713 shares; 2025Q4: 26,764 shares 26,764 $339K 0.03% +3,051 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: 2,952 shares; 2025Q1: 2,962 shares; 2025Q2: 2,954 shares; 2025Q3: 2,543 shares; 2025Q4: 2,757 shares 2,757 $338K 0.03% +214 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 2,256 shares; 2025Q1: 2,532 shares; 2025Q2: 2,453 shares; 2025Q3: 2,430 shares; 2025Q4: 3,004 shares 3,004 $337K 0.03% +574 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 414 shares; 2025Q2: 347 shares; 2025Q3: 389 shares; 2025Q4: 383 shares 383 $337K 0.03% -6 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 612 shares; 2025Q1: 593 shares; 2025Q2: 650 shares; 2025Q3: 460 shares; 2025Q4: 503 shares 503 $334K 0.03% +43 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,215 shares; 2025Q2: 2,684 shares; 2025Q3: 3,676 shares; 2025Q4: 3,280 shares 3,280 $333K 0.03% -396 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 2,343 shares; 2025Q1: 2,762 shares; 2025Q2: 3,344 shares; 2025Q3: 1,263 shares; 2025Q4: 1,448 shares 1,448 $332K 0.03% +185 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,096 shares; 2025Q1: 11,563 shares; 2025Q2: 11,511 shares; 2025Q3: 10,602 shares; 2025Q4: 10,726 shares 10,726 $328K 0.03% +124 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 869 shares; 2025Q4: 1,068 shares 1,068 $327K 0.03% +199 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 2,152 shares; 2025Q1: 2,023 shares; 2025Q2: 2,025 shares; 2025Q3: 2,029 shares; 2025Q4: 2,039 shares 2,039 $327K 0.03% +10 Timeline RYLD 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: 18,679 shares; 2025Q1: 19,449 shares; 2025Q2: 20,039 shares; 2025Q3: 20,714 shares; 2025Q4: 21,334 shares 21,334 $326K 0.03% +620 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: 5,158 shares; 2024Q4: 6,275 shares; 2025Q1: 6,967 shares; 2025Q2: 5,875 shares; 2025Q3: 4,556 shares; 2025Q4: 3,140 shares 3,140 $323K 0.03% -1,416 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,204 shares; 2025Q4: 1,318 shares 1,318 $319K 0.03% +114 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 719 shares; 2025Q4: 931 shares 931 $317K 0.03% +212 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 1,449 shares; 2025Q2: 1,407 shares; 2025Q3: 1,398 shares; 2025Q4: 1,443 shares 1,443 $316K 0.03% +45 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,729 shares; 2024Q4: 15,979 shares; 2025Q1: 15,979 shares; 2025Q2: 19,489 shares; 2025Q3: 22,423 shares; 2025Q4: 24,460 shares 24,460 $315K 0.02% +2,037 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 589 shares; 2025Q2: 552 shares; 2025Q3: 566 shares; 2025Q4: 541 shares 541 $314K 0.02% -25 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: not reported; 2025Q1: 4,371 shares; 2025Q2: 5,285 shares; 2025Q3: 5,406 shares; 2025Q4: 5,947 shares 5,947 $314K 0.02% +541 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,384 shares; 2024Q4: 6,541 shares; 2025Q1: 7,087 shares; 2025Q2: 5,756 shares; 2025Q3: 5,786 shares; 2025Q4: 6,177 shares 6,177 $314K 0.02% +391 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,111 shares; 2025Q2: 6,047 shares; 2025Q3: 5,967 shares; 2025Q4: 6,332 shares 6,332 $313K 0.02% +365 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,154 shares 2,154 $309K 0.02% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 2,103 shares; 2025Q1: 2,232 shares; 2025Q2: 2,136 shares; 2025Q3: 2,223 shares; 2025Q4: 2,635 shares 2,635 $309K 0.02% +412 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,914 shares; 2024Q4: 5,231 shares; 2025Q1: 4,653 shares; 2025Q2: 4,633 shares; 2025Q3: 4,698 shares; 2025Q4: 4,781 shares 4,781 $305K 0.02% +83 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,647 shares; 2024Q4: 6,688 shares; 2025Q1: 6,790 shares; 2025Q2: 6,956 shares; 2025Q3: 6,915 shares; 2025Q4: 6,547 shares 6,547 $304K 0.02% -368 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,442 shares; 2025Q4: 1,412 shares 1,412 $303K 0.02% -30 Timeline EIS 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: 2,711 shares; 2025Q1: 2,711 shares; 2025Q2: 2,726 shares; 2025Q3: 2,726 shares; 2025Q4: 2,753 shares 2,753 $303K 0.02% +27 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: 62,689 shares; 2024Q4: 49,340 shares; 2025Q1: 16,220 shares; 2025Q2: 14,782 shares; 2025Q3: 13,275 shares; 2025Q4: 11,720 shares 11,720 $302K 0.02% -1,555 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 2,628 shares; 2025Q1: 2,656 shares; 2025Q2: 2,717 shares; 2025Q3: 2,681 shares; 2025Q4: 2,721 shares 2,721 $300K 0.02% +40 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: 4,522 shares; 2025Q3: 4,676 shares; 2025Q4: 4,166 shares 4,166 $299K 0.02% -510 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,284 shares; 2025Q1: 1,222 shares; 2025Q2: 1,310 shares; 2025Q3: 1,303 shares; 2025Q4: 1,306 shares 1,306 $299K 0.02% +3 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 324 shares; 2025Q3: 359 shares; 2025Q4: 368 shares 368 $298K 0.02% +9 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 605 shares; 2025Q1: 747 shares; 2025Q2: 808 shares; 2025Q3: 871 shares; 2025Q4: 927 shares 927 $295K 0.02% +56 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 344 shares; 2025Q4: 360 shares 360 $295K 0.02% +16 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,025 shares; 2024Q4: 6,619 shares; 2025Q1: 6,758 shares; 2025Q2: 7,672 shares; 2025Q3: 5,171 shares; 2025Q4: 5,430 shares 5,430 $292K 0.02% +259 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: 4,249 shares; 2025Q4: 4,249 shares 4,249 $291K 0.02% 0 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: 3,500 shares; 2024Q4: 3,589 shares; 2025Q1: 3,589 shares; 2025Q2: 3,669 shares; 2025Q3: 3,313 shares; 2025Q4: 4,060 shares 4,060 $290K 0.02% +747 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: 4,651 shares; 2024Q4: 5,826 shares; 2025Q1: 7,097 shares; 2025Q2: 6,455 shares; 2025Q3: 4,446 shares; 2025Q4: 5,445 shares 5,445 $287K 0.02% +999 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 253 shares; 2025Q3: 270 shares; 2025Q4: 1,872 shares 1,872 $287K 0.02% +1,602 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,169 shares; 2025Q1: 1,145 shares; 2025Q2: 1,057 shares; 2025Q3: 959 shares; 2025Q4: 959 shares 959 $286K 0.02% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 773 shares; 2025Q1: 773 shares; 2025Q2: 804 shares; 2025Q3: 802 shares; 2025Q4: 797 shares 797 $285K 0.02% -5 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 2,665 shares; 2025Q1: not reported; 2025Q2: 2,665 shares; 2025Q3: 2,665 shares; 2025Q4: 2,603 shares 2,603 $283K 0.02% -62 Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 1,693 shares; 2025Q2: 1,741 shares; 2025Q3: 1,375 shares; 2025Q4: 1,317 shares 1,317 $283K 0.02% -58 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,689 shares; 2025Q4: 5,718 shares 5,718 $280K 0.02% +1,029 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,444 shares; 2025Q4: 5,644 shares 5,644 $280K 0.02% +1,200 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 474 shares; 2025Q3: 582 shares; 2025Q4: 655 shares 655 $279K 0.02% +73 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: 4,195 shares; 2025Q4: 5,212 shares 5,212 $278K 0.02% +1,017 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 329 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 361 shares 361 $278K 0.02% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,571 shares; 2025Q3: 2,709 shares; 2025Q4: 2,679 shares 2,679 $278K 0.02% -30 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: 1,802 shares; 2024Q4: 2,908 shares; 2025Q1: 1,602 shares; 2025Q2: 2,002 shares; 2025Q3: 1,957 shares; 2025Q4: 1,959 shares 1,959 $276K 0.02% +2 Timeline SPMB 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: 16,714 shares; 2024Q4: 21,714 shares; 2025Q1: 23,193 shares; 2025Q2: 23,564 shares; 2025Q3: 20,340 shares; 2025Q4: 12,204 shares 12,204 $274K 0.02% -8,136 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: 963 shares; 2024Q4: 990 shares; 2025Q1: 1,066 shares; 2025Q2: 1,089 shares; 2025Q3: 1,088 shares; 2025Q4: 1,050 shares 1,050 $272K 0.02% -38 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 5,328 shares; 2025Q1: 5,944 shares; 2025Q2: 5,247 shares; 2025Q3: 5,047 shares; 2025Q4: 5,026 shares 5,026 $271K 0.02% -21 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY 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: 4,243 shares; 2025Q4: 4,927 shares 4,927 $271K 0.02% +684 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,776 shares; 2025Q4: 9,776 shares 9,776 $269K 0.02% 0 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 935 shares; 2025Q1: 2,015 shares; 2025Q2: 1,344 shares; 2025Q3: 1,184 shares; 2025Q4: 758 shares 758 $268K 0.02% -426 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,497 shares; 2025Q2: 3,120 shares; 2025Q3: 3,339 shares; 2025Q4: 2,764 shares 2,764 $266K 0.02% -575 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,853 shares; 2025Q1: 4,443 shares; 2025Q2: 3,051 shares; 2025Q3: 2,507 shares; 2025Q4: 2,025 shares 2,025 $265K 0.02% -482 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: not reported; 2025Q1: not reported; 2025Q2: 1,309 shares; 2025Q3: 1,295 shares; 2025Q4: 1,289 shares 1,289 $264K 0.02% -6 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS 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: 20,750 shares; 2025Q3: 20,750 shares; 2025Q4: 20,750 shares 20,750 $263K 0.02% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,109 shares; 2025Q2: 2,041 shares; 2025Q3: 3,239 shares; 2025Q4: 2,434 shares 2,434 $261K 0.02% -805 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 506 shares; 2025Q3: 492 shares; 2025Q4: 557 shares 557 $259K 0.02% +65 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC 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: 3,695 shares; 2025Q3: 3,890 shares; 2025Q4: 3,479 shares 3,479 $259K 0.02% -411 Timeline SKYY 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: 2,733 shares; 2024Q4: 2,726 shares; 2025Q1: 2,678 shares; 2025Q2: 2,548 shares; 2025Q3: 2,251 shares; 2025Q4: 1,987 shares 1,987 $258K 0.02% -264 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: 2,050 shares; 2024Q4: 2,171 shares; 2025Q1: 2,198 shares; 2025Q2: 1,796 shares; 2025Q3: 1,919 shares; 2025Q4: 1,946 shares 1,946 $258K 0.02% +27 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,135 shares 7,135 $258K 0.02% new Timeline HYMB 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: 11,291 shares; 2025Q4: 10,237 shares 10,237 $255K 0.02% -1,054 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 971 shares; 2025Q1: 907 shares; 2025Q2: 947 shares; 2025Q3: 905 shares; 2025Q4: 924 shares 924 $254K 0.02% +19 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: 4,399 shares; 2025Q2: 4,399 shares; 2025Q3: 4,399 shares; 2025Q4: 4,399 shares 4,399 $254K 0.02% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB 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: 875 shares; 2025Q2: 916 shares; 2025Q3: 920 shares; 2025Q4: 964 shares 964 $253K 0.02% +44 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 403 shares; 2025Q1: 432 shares; 2025Q2: 443 shares; 2025Q3: 460 shares; 2025Q4: 479 shares 479 $251K 0.02% +19 Timeline LCTU 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: 3,258 shares; 2025Q1: not reported; 2025Q2: 3,307 shares; 2025Q3: 3,289 shares; 2025Q4: 3,372 shares 3,372 $250K 0.02% +83 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,637 shares; 2025Q2: 2,128 shares; 2025Q3: 2,183 shares; 2025Q4: 2,377 shares 2,377 $250K 0.02% +194 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,545 shares; 2025Q1: 2,836 shares; 2025Q2: 2,865 shares; 2025Q3: 2,895 shares; 2025Q4: 2,988 shares 2,988 $248K 0.02% +93 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: 2,441 shares; 2025Q2: not reported; 2025Q3: 2,161 shares; 2025Q4: 2,567 shares 2,567 $247K 0.02% +406 Timeline LEN LENNAR CORP More: the full row for LENNAR 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: 2,957 shares; 2025Q2: 2,804 shares; 2025Q3: 2,932 shares; 2025Q4: 2,364 shares 2,364 $243K 0.02% -568 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: 1,163 shares 1,163 $243K 0.02% new 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: 62,629 shares; 2024Q4: 36,522 shares; 2025Q1: 31,749 shares; 2025Q2: 5,301 shares; 2025Q3: 3,121 shares; 2025Q4: 2,869 shares 2,869 $243K 0.02% -252 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574 shares; 2024Q4: 631 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 898 shares 898 $241K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 422 shares 422 $241K 0.02% new 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: 724 shares; 2024Q4: 828 shares; 2025Q1: 629 shares; 2025Q2: 643 shares; 2025Q3: 645 shares; 2025Q4: 626 shares 626 $240K 0.02% -19 Timeline DFAX 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: 7,833 shares; 2024Q4: not reported; 2025Q1: 7,678 shares; 2025Q2: 7,678 shares; 2025Q3: 7,678 shares; 2025Q4: 7,322 shares 7,322 $240K 0.02% -356 Timeline FTSM 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: 10,883 shares; 2024Q4: 5,901 shares; 2025Q1: 5,905 shares; 2025Q2: 5,511 shares; 2025Q3: 5,392 shares; 2025Q4: 3,996 shares 3,996 $239K 0.02% -1,396 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,288 shares 1,288 $239K 0.02% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,686 shares; 2025Q4: 3,236 shares 3,236 $239K 0.02% +550 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,530 shares; 2025Q3: 3,530 shares; 2025Q4: 3,530 shares 3,530 $234K 0.02% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,717 shares; 2025Q3: 2,417 shares; 2025Q4: 2,414 shares 2,414 $234K 0.02% -3 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 2,929 shares; 2025Q1: 3,424 shares; 2025Q2: 3,313 shares; 2025Q3: 2,728 shares; 2025Q4: 2,638 shares 2,638 $233K 0.02% -90 Timeline SUSA 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: 1,727 shares; 2025Q1: not reported; 2025Q2: 1,664 shares; 2025Q3: 1,665 shares; 2025Q4: 1,669 shares 1,669 $232K 0.02% +4 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,754 shares; 2025Q4: 2,903 shares 2,903 $230K 0.02% +149 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,461 shares; 2025Q3: 3,194 shares; 2025Q4: 3,285 shares 3,285 $229K 0.02% +91 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 3,845 shares 3,845 $229K 0.02% new Timeline DFAS 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: 3,484 shares; 2024Q4: 3,484 shares; 2025Q1: 3,484 shares; 2025Q2: 3,384 shares; 2025Q3: 3,280 shares; 2025Q4: 3,280 shares 3,280 $229K 0.02% 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: 23,496 shares; 2024Q4: 44,936 shares; 2025Q1: 18,381 shares; 2025Q2: not reported; 2025Q3: 4,012 shares; 2025Q4: 3,757 shares 3,757 $223K 0.02% -255 Timeline KIE 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: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares 3,700 $223K 0.02% 0 Timeline IWX 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: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 2,415 shares 2,415 $222K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,008 shares 3,008 $221K 0.02% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,507 shares; 2024Q4: 2,824 shares; 2025Q1: 2,915 shares; 2025Q2: 2,796 shares; 2025Q3: not reported; 2025Q4: 2,257 shares 2,257 $221K 0.02% new 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: 5,560 shares; 2024Q4: 5,633 shares; 2025Q1: 9,287 shares; 2025Q2: 7,830 shares; 2025Q3: 6,499 shares; 2025Q4: 7,375 shares 7,375 $220K 0.02% +876 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,919 shares; 2024Q4: 13,943 shares; 2025Q1: 14,039 shares; 2025Q2: 14,063 shares; 2025Q3: 13,333 shares; 2025Q4: 13,360 shares 13,360 $220K 0.02% +27 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,447 shares; 2024Q4: 11,340 shares; 2025Q1: 11,791 shares; 2025Q2: 14,285 shares; 2025Q3: 14,515 shares; 2025Q4: 14,684 shares 14,684 $220K 0.02% +169 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: not reported; 2025Q1: 1,749 shares; 2025Q2: 1,751 shares; 2025Q3: 1,646 shares; 2025Q4: 1,699 shares 1,699 $219K 0.02% +53 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY 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: 1,955 shares; 2025Q4: 2,075 shares 2,075 $219K 0.02% +120 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,688 shares; 2025Q3: 9,541 shares; 2025Q4: 9,179 shares 9,179 $217K 0.02% -362 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,819 shares; 2025Q3: 1,819 shares; 2025Q4: 1,674 shares 1,674 $216K 0.02% -145 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 12,553 shares; 2025Q2: 14,017 shares; 2025Q3: not reported; 2025Q4: 7,405 shares 7,405 $213K 0.02% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS 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: 1,790 shares; 2025Q3: 1,793 shares; 2025Q4: 1,407 shares 1,407 $213K 0.02% -386 Timeline VFH 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: 1,843 shares; 2024Q4: 1,777 shares; 2025Q1: not reported; 2025Q2: 1,596 shares; 2025Q3: 1,576 shares; 2025Q4: 1,576 shares 1,576 $210K 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,821 shares 1,821 $210K 0.02% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,496 shares; 2024Q4: 2,080 shares; 2025Q1: 2,239 shares; 2025Q2: 1,070 shares; 2025Q3: 971 shares; 2025Q4: 928 shares 928 $210K 0.02% -43 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 224 shares 224 $209K 0.02% new Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,521 shares 2,521 $209K 0.02% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT 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: 1,384 shares; 2025Q3: 1,390 shares; 2025Q4: 1,453 shares 1,453 $207K 0.02% +63 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 61 shares 61 $207K 0.02% -2 Timeline GTLB GITLAB INC More: the full row for GITLAB 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: 4,951 shares; 2025Q3: 4,933 shares; 2025Q4: 5,508 shares 5,508 $207K 0.02% +575 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,267 shares 1,267 $205K 0.02% new Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED 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: 3,895 shares; 2025Q4: 3,895 shares 3,895 $205K 0.02% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 992 shares 992 $204K 0.02% new 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: 751 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 604 shares 604 $203K 0.02% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,208 shares 2,208 $203K 0.02% new Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,150 shares 3,150 $203K 0.02% new Timeline DFUV 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: 5,965 shares; 2024Q4: 5,965 shares; 2025Q1: 5,965 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,351 shares 4,351 $203K 0.02% new Timeline ARTY 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: 4,207 shares 4,207 $203K 0.02% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,072 shares; 2025Q3: 1,158 shares; 2025Q4: 1,153 shares 1,153 $202K 0.02% -5 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,019 shares; 2025Q1: 899 shares; 2025Q2: 877 shares; 2025Q3: 685 shares; 2025Q4: 642 shares 642 $202K 0.02% -43 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS 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: 703 shares 703 $202K 0.02% new Timeline IMMR IMMERSION CORP More: the full row for IMMERSION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,939 shares; 2024Q4: 36,924 shares; 2025Q1: 35,794 shares; 2025Q2: 35,513 shares; 2025Q3: 31,574 shares; 2025Q4: 29,594 shares 29,594 $201K 0.02% -1,980 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: 1,731 shares; 2025Q1: 2,489 shares; 2025Q2: 2,131 shares; 2025Q3: 2,127 shares; 2025Q4: 1,682 shares 1,682 $201K 0.02% -445 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,420 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,862 shares 2,862 $199K 0.02% new Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $174K 0.01% 0 Timeline ABAT AMERICAN BATTERY TECHNOLOGY More: the full row for AMERICAN BATTERY TECHNOLOGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,388 shares; 2025Q4: 50,888 shares 50,888 $170K 0.01% +37,500 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,500 shares; 2025Q4: 16,490 shares 16,490 $161K 0.01% +2,990 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 487 shares 487 $144K 0.01% new Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 430 shares 430 $137K 0.01% new Timeline OPP RIVERNORTH DOUBLELINE STRATE More: the full row for RIVERNORTH DOUBLELINE STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,383 shares; 2024Q4: 31,790 shares; 2025Q1: 25,529 shares; 2025Q2: 25,676 shares; 2025Q3: 25,824 shares; 2025Q4: 15,872 shares 15,872 $126K 0.01% -9,952 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: 10,354 shares; 2024Q4: 10,587 shares; 2025Q1: 10,809 shares; 2025Q2: 11,047 shares; 2025Q3: 11,267 shares; 2025Q4: 11,515 shares 11,515 $126K 0.01% +248 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM 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: 15,827 shares 15,827 $116K 0.01% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,877 shares; 2024Q4: 16,566 shares; 2025Q1: 16,823 shares; 2025Q2: 17,186 shares; 2025Q3: 17,860 shares; 2025Q4: 18,069 shares 18,069 $114K 0.01% +209 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL 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: 11,040 shares; 2025Q4: 11,100 shares 11,100 $107K 0.01% +60 Timeline XMVFX BLACKROCK MUNIVEST FUND More: the full row for BLACKROCK MUNIVEST FUND 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: 15,022 shares; 2025Q4: 15,106 shares 15,106 $105K 0.01% +84 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,088 shares 10,088 $84.1K 0.01% new OCGN OCUGEN INC More: the full row for OCUGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $20.2K <0.01% 0 Timeline CELU CELULARITY INC More: the full row for CELULARITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,629 shares; 2025Q4: 13,629 shares 13,629 $15.1K <0.01% 0 Timeline LXRX LEXICON PHARMACEUTICALS INC More: the full row for LEXICON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,990 shares; 2025Q3: 10,990 shares; 2025Q4: 10,990 shares 10,990 $12.6K <0.01% 0 Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $7.55K <0.01% 0 Timeline ZOOZ ZOOZ STRATEGY LTD More: the full row for ZOOZ STRATEGY 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: 10,000 shares; 2025Q4: 14,500 shares 14,500 $6.35K <0.01% +4,500 Timeline Applied Therapeutics Inc Applied Therapeutics Inc More: the full row for Applied Therapeutics Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,600 shares; 2024Q4: 11,600 shares; 2025Q1: 11,600 shares; 2025Q2: 11,600 shares; 2025Q3: 11,600 shares; 2025Q4: 11,600 shares 11,600 $1.16K <0.01% 0