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: 4,520,492 shares; 2024Q4: 4,336,753 shares; 2025Q1: 4,528,761 shares; 2025Q2: 4,362,545 shares; 2025Q3: 4,327,186 shares; 2025Q4: 4,354,541 shares 4,354,541 $870M 12.84% +27,355 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: 509,605 shares; 2024Q4: 557,134 shares; 2025Q1: 525,628 shares; 2025Q2: 781,415 shares; 2025Q3: 815,540 shares; 2025Q4: 834,677 shares 834,677 $629M 9.29% +19,137 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: 8,666,906 shares; 2024Q4: 8,851,109 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,078,273 shares; 2025Q4: 10,091,183 shares 10,091,183 $553M 8.16% +12,910 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210,009 shares; 2024Q4: 1,356,251 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,656,686 shares; 2025Q4: 3,329,405 shares 3,329,405 $479M 7.08% +1,672,719 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: 1,485,597 shares; 2024Q4: 1,498,423 shares; 2025Q1: 1,458,362 shares; 2025Q2: 1,578,792 shares; 2025Q3: 1,604,990 shares; 2025Q4: 3,267,785 shares 3,267,785 $390M 5.76% +1,662,795 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750,740 shares; 2024Q4: 1,817,144 shares; 2025Q1: 1,809,096 shares; 2025Q2: 1,966,879 shares; 2025Q3: 1,998,409 shares; 2025Q4: 2,000,839 shares 2,000,839 $387M 5.72% +2,430 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,066,656 shares; 2024Q4: 1,004,136 shares; 2025Q1: 1,028,427 shares; 2025Q2: 1,346,108 shares; 2025Q3: 1,323,058 shares; 2025Q4: 1,238,206 shares 1,238,206 $356M 5.27% -84,852 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: 877,890 shares; 2024Q4: 878,297 shares; 2025Q1: 893,994 shares; 2025Q2: 909,939 shares; 2025Q3: 923,559 shares; 2025Q4: 971,306 shares 971,306 $290M 4.28% +47,747 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: 1,123,061 shares; 2024Q4: 1,184,343 shares; 2025Q1: 1,215,977 shares; 2025Q2: 1,376,276 shares; 2025Q3: 1,416,698 shares; 2025Q4: 1,506,042 shares 1,506,042 $201M 2.97% +89,344 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: 1,473,397 shares; 2024Q4: 1,502,984 shares; 2025Q1: 1,633,712 shares; 2025Q2: 1,628,576 shares; 2025Q3: 1,597,917 shares; 2025Q4: 1,564,101 shares 1,564,101 $184M 2.72% -33,816 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: 990,784 shares; 2024Q4: 998,985 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,191,511 shares; 2025Q4: 1,171,551 shares 1,171,551 $182M 2.68% -19,960 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: 1,045,232 shares; 2024Q4: 1,147,714 shares; 2025Q1: 1,267,682 shares; 2025Q2: 1,140,688 shares; 2025Q3: 930,062 shares; 2025Q4: 1,022,257 shares 1,022,257 $158M 2.34% +92,195 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,747 shares; 2024Q4: 299,377 shares; 2025Q1: 300,357 shares; 2025Q2: 366,911 shares; 2025Q3: 366,035 shares; 2025Q4: 349,878 shares 349,878 $138M 2.04% -16,157 Timeline IYC 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: 874,293 shares; 2024Q4: 833,422 shares; 2025Q1: 974,216 shares; 2025Q2: 1,027,290 shares; 2025Q3: 994,533 shares; 2025Q4: 975,283 shares 975,283 $101M 1.49% -19,250 Timeline IXN 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: 1,422,847 shares; 2024Q4: 1,394,312 shares; 2025Q1: 1,929,209 shares; 2025Q2: 946,863 shares; 2025Q3: 922,461 shares; 2025Q4: 887,835 shares 887,835 $93.2M 1.38% -34,626 Timeline VDC 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: 298,456 shares; 2024Q4: 376,649 shares; 2025Q1: 357,782 shares; 2025Q2: 445,234 shares; 2025Q3: 411,614 shares; 2025Q4: 432,639 shares 432,639 $91.4M 1.35% +21,025 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: 481,742 shares; 2024Q4: 510,571 shares; 2025Q1: 648,435 shares; 2025Q2: 595,610 shares; 2025Q3: 602,034 shares; 2025Q4: 589,925 shares 589,925 $76.1M 1.12% -12,109 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: 592,530 shares; 2024Q4: 459,781 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 798,027 shares; 2025Q4: 1,651,536 shares 1,651,536 $73.8M 1.09% +853,509 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: 1,056,580 shares; 2024Q4: 1,029,931 shares; 2025Q1: 1,178,161 shares; 2025Q2: 1,192,591 shares; 2025Q3: 1,160,872 shares; 2025Q4: 945,480 shares 945,480 $73.4M 1.08% -215,392 Timeline IYE 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: 1,421,832 shares; 2024Q4: 1,453,605 shares; 2025Q1: 1,486,973 shares; 2025Q2: 1,454,612 shares; 2025Q3: 1,446,813 shares; 2025Q4: 1,452,119 shares 1,452,119 $69M 1.02% +5,306 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: 427,029 shares; 2024Q4: 440,351 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 618,903 shares; 2025Q4: 1,239,292 shares 1,239,292 $52.9M 0.78% +620,389 Timeline IDU 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: 457,014 shares; 2024Q4: 458,665 shares; 2025Q1: 455,420 shares; 2025Q2: 459,832 shares; 2025Q3: 458,681 shares; 2025Q4: 454,813 shares 454,813 $49.3M 0.73% -3,868 Timeline IYJ 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: 207,056 shares; 2024Q4: 234,582 shares; 2025Q1: 242,877 shares; 2025Q2: 341,286 shares; 2025Q3: 334,145 shares; 2025Q4: 332,013 shares 332,013 $49.2M 0.73% -2,132 Timeline GXPT 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: 1,522,821 shares; 2025Q4: 1,780,694 shares 1,780,694 $48.8M 0.72% +257,873 Timeline IGM 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: 9,050 shares; 2024Q4: 9,351 shares; 2025Q1: 56,516 shares; 2025Q2: 378,734 shares; 2025Q3: 371,502 shares; 2025Q4: 371,801 shares 371,801 $48M 0.71% +299 Timeline IXP 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: 227,717 shares; 2024Q4: 222,050 shares; 2025Q1: 318,625 shares; 2025Q2: 399,185 shares; 2025Q3: 398,705 shares; 2025Q4: 386,394 shares 386,394 $46.8M 0.69% -12,311 Timeline IYM 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: 291,007 shares; 2024Q4: 298,613 shares; 2025Q1: 301,931 shares; 2025Q2: 306,221 shares; 2025Q3: 303,690 shares; 2025Q4: 303,517 shares 303,517 $46.7M 0.69% -173 Timeline IYH 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: 881,033 shares; 2024Q4: 967,333 shares; 2025Q1: 956,517 shares; 2025Q2: 675,718 shares; 2025Q3: 700,285 shares; 2025Q4: 698,265 shares 698,265 $45.5M 0.67% -2,020 Timeline GXPC 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: 679,280 shares; 2025Q4: 1,503,865 shares 1,503,865 $44.8M 0.66% +824,585 Timeline VDE 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: 308,670 shares; 2024Q4: 369,936 shares; 2025Q1: 386,629 shares; 2025Q2: 330,346 shares; 2025Q3: 346,193 shares; 2025Q4: 349,241 shares 349,241 $44M 0.65% +3,048 Timeline TRUT 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: 475,755 shares; 2025Q4: 1,650,100 shares 1,650,100 $43.7M 0.65% +1,174,345 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: 395,375 shares; 2024Q4: 336,882 shares; 2025Q1: 364,721 shares; 2025Q2: 448,710 shares; 2025Q3: 474,244 shares; 2025Q4: 897,925 shares 897,925 $40.7M 0.6% +423,681 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,903 shares; 2024Q4: 157,189 shares; 2025Q1: 178,291 shares; 2025Q2: 190,141 shares; 2025Q3: 195,671 shares; 2025Q4: 211,596 shares 211,596 $39.2M 0.58% +15,925 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: 193,186 shares; 2024Q4: 239,556 shares; 2025Q1: 252,083 shares; 2025Q2: 275,976 shares; 2025Q3: 278,350 shares; 2025Q4: 385,146 shares 385,146 $34.1M 0.5% +106,796 Timeline VAW 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: 111,014 shares; 2024Q4: 132,052 shares; 2025Q1: 151,632 shares; 2025Q2: 140,906 shares; 2025Q3: 146,679 shares; 2025Q4: 162,844 shares 162,844 $33.8M 0.5% +16,165 Timeline EZU 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: 393,789 shares; 2024Q4: 377,337 shares; 2025Q1: 392,794 shares; 2025Q2: 413,176 shares; 2025Q3: 453,931 shares; 2025Q4: 487,219 shares 487,219 $31.2M 0.46% +33,288 Timeline GXPS 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: 756,151 shares; 2025Q4: 1,249,428 shares 1,249,428 $30.5M 0.45% +493,277 Timeline AAXJ 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: 303,512 shares; 2024Q4: 301,863 shares; 2025Q1: 289,456 shares; 2025Q2: 272,976 shares; 2025Q3: 300,666 shares; 2025Q4: 324,803 shares 324,803 $30.2M 0.45% +24,137 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,087 shares; 2024Q4: 607,810 shares; 2025Q1: 686,521 shares; 2025Q2: 770,487 shares; 2025Q3: 883,974 shares; 2025Q4: 701,112 shares 701,112 $28.3M 0.42% -182,862 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: 431,499 shares; 2024Q4: 429,415 shares; 2025Q1: 411,243 shares; 2025Q2: 415,640 shares; 2025Q3: 429,002 shares; 2025Q4: 434,837 shares 434,837 $28M 0.41% +5,835 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,391 shares; 2024Q4: 136,462 shares; 2025Q1: 214,564 shares; 2025Q2: 305,036 shares; 2025Q3: 300,762 shares; 2025Q4: 295,907 shares 295,907 $27.3M 0.4% -4,855 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: 63,114 shares; 2024Q4: 64,201 shares; 2025Q1: 60,793 shares; 2025Q2: 45,228 shares; 2025Q3: 41,364 shares; 2025Q4: 37,900 shares 37,900 $23.3M 0.34% -3,464 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471,503 shares; 2024Q4: 1,472,907 shares; 2025Q1: 1,559,214 shares; 2025Q2: 1,575,322 shares; 2025Q3: 1,576,820 shares; 2025Q4: 347,875 shares 347,875 $23.3M 0.34% -1,228,945 Timeline EEMA 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: 160,900 shares; 2024Q4: 165,287 shares; 2025Q1: 171,736 shares; 2025Q2: 194,413 shares; 2025Q3: 202,793 shares; 2025Q4: 230,654 shares 230,654 $21.7M 0.32% +27,861 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,279 shares; 2024Q4: 236,201 shares; 2025Q1: 242,425 shares; 2025Q2: 221,874 shares; 2025Q3: 242,896 shares; 2025Q4: 262,608 shares 262,608 $21.2M 0.31% +19,712 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740,668 shares; 2024Q4: 613,614 shares; 2025Q1: 468,522 shares; 2025Q2: 486,524 shares; 2025Q3: 470,968 shares; 2025Q4: 428,380 shares 428,380 $19.5M 0.29% -42,588 Timeline TRUD 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: 139,901 shares; 2025Q4: 706,906 shares 706,906 $18.5M 0.27% +567,005 Timeline EXI 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: 38,853 shares; 2024Q4: 47,829 shares; 2025Q1: 105,817 shares; 2025Q2: 107,309 shares; 2025Q3: 105,300 shares; 2025Q4: 101,008 shares 101,008 $17.7M 0.26% -4,292 Timeline USRT 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: 336,442 shares; 2024Q4: 319,942 shares; 2025Q1: 308,185 shares; 2025Q2: 310,212 shares; 2025Q3: 291,683 shares; 2025Q4: 276,815 shares 276,815 $15.8M 0.23% -14,868 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: 19,754 shares; 2024Q4: 21,248 shares; 2025Q1: 31,741 shares; 2025Q2: 32,064 shares; 2025Q3: 32,494 shares; 2025Q4: 32,264 shares 32,264 $15.6M 0.23% -230 Timeline GXPD 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: 573,938 shares; 2025Q4: 549,694 shares 549,694 $14.6M 0.21% -24,244 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: 102,464 shares; 2024Q4: 103,336 shares; 2025Q1: 123,572 shares; 2025Q2: 122,202 shares; 2025Q3: 48,771 shares; 2025Q4: 50,339 shares 50,339 $13.7M 0.2% +1,568 Timeline EWU 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: 184,537 shares; 2024Q4: 170,409 shares; 2025Q1: 186,008 shares; 2025Q2: 202,604 shares; 2025Q3: 228,380 shares; 2025Q4: 259,787 shares 259,787 $11.4M 0.17% +31,407 Timeline RXI 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: 41,766 shares; 2024Q4: 37,823 shares; 2025Q1: 66,203 shares; 2025Q2: 60,676 shares; 2025Q3: 54,684 shares; 2025Q4: 53,829 shares 53,829 $11M 0.16% -855 Timeline EWC 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: 138,114 shares; 2024Q4: 128,925 shares; 2025Q1: 133,911 shares; 2025Q2: 140,541 shares; 2025Q3: 166,038 shares; 2025Q4: 183,903 shares 183,903 $9.92M 0.15% +17,865 Timeline BBJP 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: 89,125 shares; 2024Q4: 96,351 shares; 2025Q1: 91,400 shares; 2025Q2: 124,351 shares; 2025Q3: 128,702 shares; 2025Q4: 133,588 shares 133,588 $8.8M 0.13% +4,886 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: 11,990 shares; 2024Q4: 12,858 shares; 2025Q1: 12,157 shares; 2025Q2: 11,864 shares; 2025Q3: 12,691 shares; 2025Q4: 12,734 shares 12,734 $8.68M 0.13% +43 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: 6,933 shares; 2024Q4: 5,062 shares; 2025Q1: 6,961 shares; 2025Q2: 6,722 shares; 2025Q3: 7,408 shares; 2025Q4: 7,488 shares 7,488 $8.05M 0.12% +80 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,657 shares; 2024Q4: 238,551 shares; 2025Q1: 223,204 shares; 2025Q2: 233,668 shares; 2025Q3: 240,828 shares; 2025Q4: 233,307 shares 233,307 $7.87M 0.12% -7,521 Timeline BBCA 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: 73,774 shares; 2024Q4: 76,869 shares; 2025Q1: 74,078 shares; 2025Q2: 77,856 shares; 2025Q3: 78,768 shares; 2025Q4: 84,362 shares 84,362 $7.85M 0.12% +5,594 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,817 shares; 2024Q4: 221,250 shares; 2025Q1: 202,370 shares; 2025Q2: 197,755 shares; 2025Q3: 182,180 shares; 2025Q4: 172,215 shares 172,215 $7.75M 0.11% -9,965 Timeline FLSW FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,641 shares; 2024Q4: 190,397 shares; 2025Q1: 181,063 shares; 2025Q2: 186,601 shares; 2025Q3: 189,951 shares; 2025Q4: 183,433 shares 183,433 $7.61M 0.11% -6,518 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,124 shares; 2024Q4: 396,551 shares; 2025Q1: 413,478 shares; 2025Q2: 437,175 shares; 2025Q3: 435,968 shares; 2025Q4: 71,184 shares 71,184 $6.68M 0.1% -364,784 Timeline EWL 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: 80,178 shares; 2024Q4: 67,309 shares; 2025Q1: 73,815 shares; 2025Q2: 77,515 shares; 2025Q3: 92,873 shares; 2025Q4: 109,265 shares 109,265 $6.55M 0.1% +16,392 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,253 shares; 2024Q4: 172,947 shares; 2025Q1: 161,227 shares; 2025Q2: 59,735 shares; 2025Q3: 58,316 shares; 2025Q4: 56,505 shares 56,505 $6.43M 0.1% -1,811 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: 8,657 shares; 2024Q4: 9,998 shares; 2025Q1: 10,410 shares; 2025Q2: 10,014 shares; 2025Q3: 9,779 shares; 2025Q4: 9,394 shares 9,394 $5.89M 0.09% -385 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: 27,877 shares; 2024Q4: 28,034 shares; 2025Q1: 24,658 shares; 2025Q2: 25,785 shares; 2025Q3: 23,598 shares; 2025Q4: 24,522 shares 24,522 $5.66M 0.08% +924 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: 11,779 shares; 2024Q4: 12,094 shares; 2025Q1: 19,461 shares; 2025Q2: 19,850 shares; 2025Q3: 19,317 shares; 2025Q4: 18,067 shares 18,067 $5.65M 0.08% -1,250 Timeline FLAX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,645 shares; 2024Q4: 135,425 shares; 2025Q1: 139,867 shares; 2025Q2: 166,983 shares; 2025Q3: 167,838 shares; 2025Q4: 174,565 shares 174,565 $5.17M 0.08% +6,727 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: 14,578 shares; 2024Q4: 12,491 shares; 2025Q1: 13,811 shares; 2025Q2: 13,542 shares; 2025Q3: 14,163 shares; 2025Q4: 14,819 shares 14,819 $4.78M 0.07% +656 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,006 shares; 2024Q4: 33,218 shares; 2025Q1: 33,397 shares; 2025Q2: 31,101 shares; 2025Q3: 25,688 shares; 2025Q4: 25,237 shares 25,237 $4.71M 0.07% -451 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99,616 shares; 2025Q1: 102,445 shares; 2025Q2: 87,573 shares; 2025Q3: 47,105 shares; 2025Q4: 45,737 shares 45,737 $4.45M 0.07% -1,368 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: 73,609 shares; 2024Q4: 73,855 shares; 2025Q1: 72,395 shares; 2025Q2: 71,567 shares; 2025Q3: 69,875 shares; 2025Q4: 68,365 shares 68,365 $4.4M 0.07% -1,510 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: 5,221 shares; 2024Q4: 3,455 shares; 2025Q1: 5,155 shares; 2025Q2: 5,156 shares; 2025Q3: 5,016 shares; 2025Q4: 5,055 shares 5,055 $4.36M 0.06% +39 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,003 shares; 2024Q4: 134,183 shares; 2025Q1: 131,753 shares; 2025Q2: 129,776 shares; 2025Q3: 125,985 shares; 2025Q4: 125,521 shares 125,521 $4M 0.06% -464 Timeline BBAX 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: 50,458 shares; 2024Q4: 54,531 shares; 2025Q1: 60,686 shares; 2025Q2: 60,238 shares; 2025Q3: 61,673 shares; 2025Q4: 68,452 shares 68,452 $3.85M 0.06% +6,779 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,048 shares; 2024Q4: 45,501 shares; 2025Q1: 42,132 shares; 2025Q2: 49,132 shares; 2025Q3: 45,945 shares; 2025Q4: 44,367 shares 44,367 $3.74M 0.06% -1,578 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,950 shares; 2024Q4: 150,452 shares; 2025Q1: 139,693 shares; 2025Q2: 119,497 shares; 2025Q3: 137,134 shares; 2025Q4: 141,424 shares 141,424 $3.7M 0.05% +4,290 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: 5,228 shares; 2024Q4: 7,336 shares; 2025Q1: 6,971 shares; 2025Q2: 6,089 shares; 2025Q3: 5,220 shares; 2025Q4: 5,383 shares 5,383 $3.69M 0.05% +163 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: 6,235 shares; 2024Q4: 6,822 shares; 2025Q1: 7,005 shares; 2025Q2: 7,243 shares; 2025Q3: 7,238 shares; 2025Q4: 7,296 shares 7,296 $3.56M 0.05% +58 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,084 shares; 2024Q4: 139,262 shares; 2025Q1: 141,452 shares; 2025Q2: 96,384 shares; 2025Q3: 90,580 shares; 2025Q4: 83,013 shares 83,013 $3.48M 0.05% -7,567 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: 4,864 shares; 2024Q4: 4,925 shares; 2025Q1: 8,212 shares; 2025Q2: 8,039 shares; 2025Q3: 7,678 shares; 2025Q4: 7,739 shares 7,739 $3.48M 0.05% +61 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: 36,655 shares; 2024Q4: 37,245 shares; 2025Q1: 8,185 shares; 2025Q2: 7,805 shares; 2025Q3: 10,464 shares; 2025Q4: 10,049 shares 10,049 $3.37M 0.05% -415 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: 21,827 shares; 2024Q4: 22,515 shares; 2025Q1: 26,476 shares; 2025Q2: 27,280 shares; 2025Q3: 27,107 shares; 2025Q4: 27,046 shares 27,046 $3.33M 0.05% -61 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: 6,600 shares; 2024Q4: 5,663 shares; 2025Q1: 6,665 shares; 2025Q2: 6,686 shares; 2025Q3: 6,672 shares; 2025Q4: 6,554 shares 6,554 $3.29M 0.05% -118 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,879 shares; 2024Q4: 10,256 shares; 2025Q1: 9,760 shares; 2025Q2: 42,364 shares; 2025Q3: 41,445 shares; 2025Q4: 40,308 shares 40,308 $3.22M 0.05% -1,137 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,377 shares; 2024Q4: 54,344 shares; 2025Q1: 40,818 shares; 2025Q2: 41,204 shares; 2025Q3: 40,122 shares; 2025Q4: 39,698 shares 39,698 $3.12M 0.05% -424 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: 3,638 shares; 2024Q4: 4,263 shares; 2025Q1: 5,428 shares; 2025Q2: 5,978 shares; 2025Q3: 6,393 shares; 2025Q4: 6,323 shares 6,323 $2.99M 0.04% -70 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: 8,057 shares; 2024Q4: 8,018 shares; 2025Q1: 8,013 shares; 2025Q2: 8,139 shares; 2025Q3: 8,191 shares; 2025Q4: 8,562 shares 8,562 $2.96M 0.04% +371 Timeline IYZ 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: 84,437 shares; 2024Q4: 84,164 shares; 2025Q1: 84,164 shares; 2025Q2: 84,101 shares; 2025Q3: 84,101 shares; 2025Q4: 86,325 shares 86,325 $2.93M 0.04% +2,224 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: 9,438 shares; 2024Q4: 9,930 shares; 2025Q1: 9,365 shares; 2025Q2: 7,753 shares; 2025Q3: 6,675 shares; 2025Q4: 9,001 shares 9,001 $2.82M 0.04% +2,326 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: 14,269 shares; 2024Q4: 14,577 shares; 2025Q1: 14,445 shares; 2025Q2: 13,454 shares; 2025Q3: 13,012 shares; 2025Q4: 13,282 shares 13,282 $2.82M 0.04% +270 Timeline VONE 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: 7,361 shares; 2024Q4: 7,361 shares; 2025Q1: 7,361 shares; 2025Q2: 7,361 shares; 2025Q3: 7,361 shares; 2025Q4: 7,361 shares 7,361 $2.27M 0.03% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,808 shares; 2024Q4: 30,748 shares; 2025Q1: 27,374 shares; 2025Q2: 26,038 shares; 2025Q3: 27,755 shares; 2025Q4: 27,033 shares 27,033 $2.26M 0.03% -722 Timeline IEUR 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: 18,192 shares; 2024Q4: 23,795 shares; 2025Q1: 22,563 shares; 2025Q2: 29,336 shares; 2025Q3: 30,575 shares; 2025Q4: 30,392 shares 30,392 $2.16M 0.03% -183 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: 9,167 shares; 2024Q4: 12,447 shares; 2025Q1: 11,223 shares; 2025Q2: 9,485 shares; 2025Q3: 8,416 shares; 2025Q4: 9,764 shares 9,764 $2.15M 0.03% +1,348 Timeline RSPN 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: 51,013 shares; 2024Q4: 49,849 shares; 2025Q1: 38,962 shares; 2025Q2: 40,343 shares; 2025Q3: 38,807 shares; 2025Q4: 37,853 shares 37,853 $2.14M 0.03% -954 Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,728 shares; 2024Q4: 45,775 shares; 2025Q1: 45,541 shares; 2025Q2: 46,153 shares; 2025Q3: 42,267 shares; 2025Q4: 42,594 shares 42,594 $2.06M 0.03% +327 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,225 shares; 2024Q4: 31,212 shares; 2025Q1: 34,787 shares; 2025Q2: 50,151 shares; 2025Q3: 50,413 shares; 2025Q4: 57,695 shares 57,695 $1.99M 0.03% +7,282 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: 18,896 shares; 2024Q4: 20,929 shares; 2025Q1: 21,035 shares; 2025Q2: 21,853 shares; 2025Q3: 22,502 shares; 2025Q4: 22,418 shares 22,418 $1.91M 0.03% -84 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,088 shares; 2024Q4: 15,299 shares; 2025Q1: 28,810 shares; 2025Q2: 34,220 shares; 2025Q3: 44,485 shares; 2025Q4: 60,832 shares 60,832 $1.85M 0.03% +16,347 Timeline BBEU 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: 28,350 shares; 2024Q4: 21,633 shares; 2025Q1: 21,593 shares; 2025Q2: 20,962 shares; 2025Q3: 20,962 shares; 2025Q4: 24,788 shares 24,788 $1.82M 0.03% +3,826 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,717 shares; 2024Q4: 40,235 shares; 2025Q1: 4,223 shares; 2025Q2: 28,240 shares; 2025Q3: 27,534 shares; 2025Q4: 27,365 shares 27,365 $1.77M 0.03% -169 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: 2,191 shares; 2024Q4: 2,458 shares; 2025Q1: 2,622 shares; 2025Q2: 2,539 shares; 2025Q3: 2,958 shares; 2025Q4: 5,034 shares 5,034 $1.77M 0.03% +2,076 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,229 shares; 2024Q4: 31,206 shares; 2025Q1: 30,808 shares; 2025Q2: 30,557 shares; 2025Q3: 30,544 shares; 2025Q4: 28,815 shares 28,815 $1.75M 0.03% -1,729 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,199 shares; 2024Q4: 24,279 shares; 2025Q1: 50,479 shares; 2025Q2: 52,769 shares; 2025Q3: 53,897 shares; 2025Q4: 53,915 shares 53,915 $1.71M 0.03% +18 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: 14,405 shares; 2024Q4: 14,839 shares; 2025Q1: 13,963 shares; 2025Q2: 17,245 shares; 2025Q3: 15,060 shares; 2025Q4: 17,558 shares 17,558 $1.57M 0.02% +2,498 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: 5,807 shares; 2024Q4: 6,279 shares; 2025Q1: 6,322 shares; 2025Q2: 6,172 shares; 2025Q3: 6,216 shares; 2025Q4: 5,255 shares 5,255 $1.53M 0.02% -961 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: 918 shares; 2024Q4: 2,186 shares; 2025Q1: 3,452 shares; 2025Q2: 3,544 shares; 2025Q3: 4,026 shares; 2025Q4: 4,219 shares 4,219 $1.52M 0.02% +193 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,353 shares; 2024Q4: 20,199 shares; 2025Q1: 20,187 shares; 2025Q2: 20,156 shares; 2025Q3: 19,333 shares; 2025Q4: 19,007 shares 19,007 $1.51M 0.02% -326 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: 5,659 shares; 2024Q4: 8,202 shares; 2025Q1: 8,414 shares; 2025Q2: 8,136 shares; 2025Q3: 7,724 shares; 2025Q4: 7,659 shares 7,659 $1.49M 0.02% -65 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: 5,531 shares; 2024Q4: 3,788 shares; 2025Q1: 5,600 shares; 2025Q2: 5,232 shares; 2025Q3: 4,600 shares; 2025Q4: 4,521 shares 4,521 $1.49M 0.02% -79 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: 14,328 shares; 2024Q4: 15,529 shares; 2025Q1: 8,321 shares; 2025Q2: 8,617 shares; 2025Q3: 7,888 shares; 2025Q4: 7,797 shares 7,797 $1.49M 0.02% -91 Timeline EWUS 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: 33,756 shares; 2024Q4: 35,429 shares; 2025Q1: 35,963 shares; 2025Q2: 34,768 shares; 2025Q3: 34,703 shares; 2025Q4: 34,703 shares 34,703 $1.45M 0.02% 0 Timeline FLAU FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,684 shares; 2024Q4: 14,700 shares; 2025Q1: 14,380 shares; 2025Q2: 42,627 shares; 2025Q3: 42,457 shares; 2025Q4: 45,622 shares 45,622 $1.43M 0.02% +3,165 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: 12,012 shares; 2024Q4: 12,012 shares; 2025Q1: 12,012 shares; 2025Q2: 11,571 shares; 2025Q3: 9,326 shares; 2025Q4: 9,527 shares 9,527 $1.3M 0.02% +201 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: 2,104 shares; 2024Q4: 2,093 shares; 2025Q1: 2,106 shares; 2025Q2: 2,288 shares; 2025Q3: 2,232 shares; 2025Q4: 1,959 shares 1,959 $1.29M 0.02% -273 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: 4,546 shares; 2024Q4: 2,912 shares; 2025Q1: 4,786 shares; 2025Q2: 3,197 shares; 2025Q3: 3,256 shares; 2025Q4: 3,366 shares 3,366 $1.25M 0.02% +110 Timeline GMF 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: 6,260 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,964 shares 8,964 $1.24M 0.02% new 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: 13,151 shares; 2024Q4: 14,181 shares; 2025Q1: 11,337 shares; 2025Q2: 11,277 shares; 2025Q3: 10,125 shares; 2025Q4: 9,886 shares 9,886 $1.19M 0.02% -239 Timeline FLBR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,243 shares; 2024Q4: 122,224 shares; 2025Q1: 64,321 shares; 2025Q2: 63,407 shares; 2025Q3: 62,483 shares; 2025Q4: 61,235 shares 61,235 $1.17M 0.02% -1,248 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: 3,805 shares; 2024Q4: 4,812 shares; 2025Q1: 4,812 shares; 2025Q2: 4,944 shares; 2025Q3: 4,897 shares; 2025Q4: 4,550 shares 4,550 $1.14M 0.02% -347 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: 7,019 shares; 2024Q4: 3,876 shares; 2025Q1: 6,823 shares; 2025Q2: 6,928 shares; 2025Q3: 7,243 shares; 2025Q4: 7,131 shares 7,131 $1.1M 0.02% -112 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $1.06M 0.02% new 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: 6,068 shares; 2024Q4: 6,536 shares; 2025Q1: 7,445 shares; 2025Q2: 7,021 shares; 2025Q3: 8,109 shares; 2025Q4: 9,390 shares 9,390 $1.05M 0.02% +1,281 Timeline FXD 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: 7,199 shares; 2024Q4: 7,472 shares; 2025Q1: 255,940 shares; 2025Q2: 15,111 shares; 2025Q3: 16,139 shares; 2025Q4: 15,187 shares 15,187 $1.04M 0.02% -952 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: 3,045 shares; 2024Q4: 2,906 shares; 2025Q1: 2,895 shares; 2025Q2: 2,944 shares; 2025Q3: 3,091 shares; 2025Q4: 3,016 shares 3,016 $1.04M 0.02% -75 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: 902 shares; 2024Q4: 912 shares; 2025Q1: 928 shares; 2025Q2: 931 shares; 2025Q3: 976 shares; 2025Q4: 10,945 shares 10,945 $1.03M 0.02% +9,969 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: 3,199 shares; 2024Q4: 3,405 shares; 2025Q1: 4,327 shares; 2025Q2: 3,900 shares; 2025Q3: 3,908 shares; 2025Q4: 3,932 shares 3,932 $968K 0.01% +24 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,983 shares; 2024Q4: 8,845 shares; 2025Q1: 8,413 shares; 2025Q2: 7,876 shares; 2025Q3: 11,819 shares; 2025Q4: 11,567 shares 11,567 $929K 0.01% -252 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: 7,080 shares; 2024Q4: 7,809 shares; 2025Q1: 9,011 shares; 2025Q2: 8,318 shares; 2025Q3: 7,914 shares; 2025Q4: 7,634 shares 7,634 $917K 0.01% -280 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,822 shares; 2025Q1: 1,818 shares; 2025Q2: 1,672 shares; 2025Q3: 1,490 shares; 2025Q4: 1,604 shares 1,604 $916K 0.01% +114 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: 4,917 shares; 2024Q4: 5,352 shares; 2025Q1: 4,554 shares; 2025Q2: 3,579 shares; 2025Q3: 3,746 shares; 2025Q4: 4,772 shares 4,772 $875K 0.01% +1,026 Timeline RSPC 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: 80,945 shares; 2024Q4: 30,161 shares; 2025Q1: 27,532 shares; 2025Q2: 27,532 shares; 2025Q3: 25,746 shares; 2025Q4: 21,628 shares 21,628 $862K 0.01% -4,118 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: 4,266 shares; 2025Q1: 4,403 shares; 2025Q2: 3,898 shares; 2025Q3: 3,888 shares; 2025Q4: 3,888 shares 3,888 $853K 0.01% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,089 shares 16,089 $848K 0.01% new Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,998 shares; 2024Q4: 4,998 shares; 2025Q1: 4,998 shares; 2025Q2: 4,998 shares; 2025Q3: 4,991 shares; 2025Q4: 4,991 shares 4,991 $840K 0.01% 0 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: 9,031 shares; 2024Q4: 9,031 shares; 2025Q1: 8,871 shares; 2025Q2: 9,504 shares; 2025Q3: 5,389 shares; 2025Q4: 5,611 shares 5,611 $791K 0.01% +222 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,821 shares; 2025Q4: 1,926 shares 1,926 $763K 0.01% +105 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,165 shares; 2024Q4: 1,167 shares; 2025Q1: 2,165 shares; 2025Q2: 2,149 shares; 2025Q3: 2,172 shares; 2025Q4: 2,122 shares 2,122 $746K 0.01% -50 Timeline FKU FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,775 shares; 2024Q4: 17,554 shares; 2025Q1: 14,740 shares; 2025Q2: 14,852 shares; 2025Q3: 14,903 shares; 2025Q4: 14,032 shares 14,032 $714K 0.01% -871 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: 20,588 shares; 2024Q4: 19,733 shares; 2025Q1: 17,564 shares; 2025Q2: 10,508 shares; 2025Q3: 10,518 shares; 2025Q4: 10,071 shares 10,071 $704K 0.01% -447 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: 1,635 shares; 2024Q4: 2,239 shares; 2025Q1: 2,398 shares; 2025Q2: 2,361 shares; 2025Q3: 1,918 shares; 2025Q4: 2,285 shares 2,285 $694K 0.01% +367 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,930 shares; 2025Q1: 4,525 shares; 2025Q2: 3,796 shares; 2025Q3: 4,168 shares; 2025Q4: 4,128 shares 4,128 $693K 0.01% -40 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: 14,797 shares; 2024Q4: 14,842 shares; 2025Q1: 10,971 shares; 2025Q2: 11,171 shares; 2025Q3: 11,098 shares; 2025Q4: 10,251 shares 10,251 $677K 0.01% -847 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: 2,902 shares; 2024Q4: 3,480 shares; 2025Q1: 3,405 shares; 2025Q2: 3,146 shares; 2025Q3: 2,729 shares; 2025Q4: 2,577 shares 2,577 $665K 0.01% -152 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,449 shares; 2024Q4: 2,908 shares; 2025Q1: 4,058 shares; 2025Q2: 3,804 shares; 2025Q3: 3,859 shares; 2025Q4: 3,599 shares 3,599 $663K 0.01% -260 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,268 shares; 2024Q4: 26,267 shares; 2025Q1: 17,426 shares; 2025Q2: 26,504 shares; 2025Q3: 27,749 shares; 2025Q4: 26,161 shares 26,161 $642K 0.01% -1,588 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,908 shares; 2024Q4: 7,924 shares; 2025Q1: 8,056 shares; 2025Q2: 7,552 shares; 2025Q3: 7,522 shares; 2025Q4: 6,579 shares 6,579 $637K 0.01% -943 Timeline IBMR 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: 16,857 shares; 2025Q2: 26,421 shares; 2025Q3: 25,469 shares; 2025Q4: 24,971 shares 24,971 $635K 0.01% -498 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: 5,435 shares; 2024Q4: 6,083 shares; 2025Q1: 3,545 shares; 2025Q2: 2,975 shares; 2025Q3: 3,829 shares; 2025Q4: 4,058 shares 4,058 $618K 0.01% +229 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,233 shares; 2025Q1: 1,251 shares; 2025Q2: 1,234 shares; 2025Q3: 1,247 shares; 2025Q4: 1,244 shares 1,244 $610K 0.01% -3 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: 1,537 shares; 2024Q4: 1,252 shares; 2025Q1: 1,919 shares; 2025Q2: 1,249 shares; 2025Q3: 1,898 shares; 2025Q4: 2,036 shares 2,036 $603K 0.01% +138 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,543 shares; 2024Q4: 2,601 shares; 2025Q1: 2,601 shares; 2025Q2: 2,264 shares; 2025Q3: 2,155 shares; 2025Q4: 2,638 shares 2,638 $593K 0.01% +483 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,504 shares; 2025Q1: 1,364 shares; 2025Q2: 1,371 shares; 2025Q3: 2,379 shares; 2025Q4: 2,682 shares 2,682 $582K 0.01% +303 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: 1,155 shares; 2024Q4: 1,300 shares; 2025Q1: 1,776 shares; 2025Q2: 1,607 shares; 2025Q3: 1,803 shares; 2025Q4: 1,887 shares 1,887 $581K 0.01% +84 Timeline VONG 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: 4,284 shares; 2024Q4: 4,364 shares; 2025Q1: 4,455 shares; 2025Q2: 4,820 shares; 2025Q3: 4,742 shares; 2025Q4: 4,728 shares 4,728 $576K 0.01% -14 Timeline FSZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,709 shares; 2024Q4: 10,285 shares; 2025Q1: 9,414 shares; 2025Q2: 9,452 shares; 2025Q3: 7,092 shares; 2025Q4: 7,128 shares 7,128 $571K 0.01% +36 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: 1,369 shares; 2024Q4: 1,237 shares; 2025Q1: 1,244 shares; 2025Q2: 1,220 shares; 2025Q3: 1,248 shares; 2025Q4: 1,246 shares 1,246 $565K 0.01% -2 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,251 shares 5,251 $560K 0.01% new Timeline RSPD 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: 16,386 shares; 2024Q4: 16,386 shares; 2025Q1: 10,409 shares; 2025Q2: 9,521 shares; 2025Q3: 9,497 shares; 2025Q4: 9,497 shares 9,497 $542K 0.01% 0 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: 7,485 shares; 2024Q4: 7,075 shares; 2025Q1: 7,075 shares; 2025Q2: 7,572 shares; 2025Q3: 7,194 shares; 2025Q4: 7,154 shares 7,154 $537K 0.01% -40 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: 1,173 shares; 2024Q4: 1,178 shares; 2025Q1: 1,990 shares; 2025Q2: 1,977 shares; 2025Q3: 2,493 shares; 2025Q4: 2,522 shares 2,522 $527K 0.01% +29 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,525 shares; 2024Q4: 3,525 shares; 2025Q1: 3,525 shares; 2025Q2: 3,468 shares; 2025Q3: 3,440 shares; 2025Q4: 3,415 shares 3,415 $523K 0.01% -25 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 315 shares; 2025Q3: 307 shares; 2025Q4: 307 shares 307 $519K 0.01% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,279 shares; 2024Q4: 3,465 shares; 2025Q1: 3,299 shares; 2025Q2: 2,924 shares; 2025Q3: 3,505 shares; 2025Q4: 3,543 shares 3,543 $508K 0.01% +38 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: 13,351 shares; 2024Q4: 11,289 shares; 2025Q1: 7,454 shares; 2025Q2: 6,931 shares; 2025Q3: 5,688 shares; 2025Q4: 6,562 shares 6,562 $505K 0.01% +874 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,048 shares; 2025Q3: 1,346 shares; 2025Q4: 1,346 shares 1,346 $503K 0.01% 0 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: 13,145 shares; 2024Q4: 12,705 shares; 2025Q1: 11,719 shares; 2025Q2: 11,719 shares; 2025Q3: 9,103 shares; 2025Q4: 8,352 shares 8,352 $503K 0.01% -751 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,217 shares; 2024Q4: 3,100 shares; 2025Q1: 2,811 shares; 2025Q2: 2,800 shares; 2025Q3: 2,725 shares; 2025Q4: 2,698 shares 2,698 $501K 0.01% -27 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: 2,638 shares; 2024Q4: 4,443 shares; 2025Q1: 5,653 shares; 2025Q2: 3,450 shares; 2025Q3: 4,294 shares; 2025Q4: 4,510 shares 4,510 $483K 0.01% +216 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: 5,072 shares; 2024Q4: 5,415 shares; 2025Q1: 4,992 shares; 2025Q2: 4,824 shares; 2025Q3: 4,495 shares; 2025Q4: 2,060 shares 2,060 $471K 0.01% -2,435 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,932 shares; 2024Q4: 6,549 shares; 2025Q1: 6,736 shares; 2025Q2: 6,440 shares; 2025Q3: 2,623 shares; 2025Q4: 4,579 shares 4,579 $468K 0.01% +1,956 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,584 shares; 2025Q1: 1,761 shares; 2025Q2: 1,886 shares; 2025Q3: 2,785 shares; 2025Q4: 2,254 shares 2,254 $466K 0.01% -531 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: 1,263 shares; 2024Q4: 1,318 shares; 2025Q1: 1,484 shares; 2025Q2: 1,349 shares; 2025Q3: 1,324 shares; 2025Q4: 1,519 shares 1,519 $464K 0.01% +195 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: 2,107 shares; 2024Q4: 1,956 shares; 2025Q1: 1,535 shares; 2025Q2: 1,417 shares; 2025Q3: 1,536 shares; 2025Q4: 1,772 shares 1,772 $455K 0.01% +236 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,790 shares; 2024Q4: 19,125 shares; 2025Q1: 16,770 shares; 2025Q2: 16,622 shares; 2025Q3: 15,472 shares; 2025Q4: 15,472 shares 15,472 $449K 0.01% 0 Timeline FTXN 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: 22,925 shares; 2024Q4: 58,915 shares; 2025Q1: 40,674 shares; 2025Q2: 16,849 shares; 2025Q3: 16,049 shares; 2025Q4: 16,053 shares 16,053 $448K 0.01% +4 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: 1,469 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 928 shares 928 $446K 0.01% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 2,338 shares; 2025Q1: 2,320 shares; 2025Q2: 1,896 shares; 2025Q3: 1,718 shares; 2025Q4: 2,590 shares 2,590 $443K 0.01% +872 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 455 shares; 2025Q3: 625 shares; 2025Q4: 677 shares 677 $442K 0.01% +52 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,563 shares; 2024Q4: 4,543 shares; 2025Q1: 4,551 shares; 2025Q2: 4,531 shares; 2025Q3: 4,585 shares; 2025Q4: 5,056 shares 5,056 $441K 0.01% +471 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: 674 shares; 2024Q4: 675 shares; 2025Q1: 556 shares; 2025Q2: 520 shares; 2025Q3: 527 shares; 2025Q4: 494 shares 494 $434K 0.01% -33 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,980 shares; 2024Q4: 15,806 shares; 2025Q1: 14,019 shares; 2025Q2: 11,963 shares; 2025Q3: 5,118 shares; 2025Q4: 8,802 shares 8,802 $433K 0.01% +3,684 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 1,316 shares; 2025Q1: 1,311 shares; 2025Q2: 1,329 shares; 2025Q3: 1,336 shares; 2025Q4: 1,363 shares 1,363 $425K 0.01% +27 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: 1,151 shares; 2024Q4: 1,151 shares; 2025Q1: 1,151 shares; 2025Q2: 1,269 shares; 2025Q3: 1,269 shares; 2025Q4: 1,350 shares 1,350 $425K 0.01% +81 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,622 shares 2,622 $422K 0.01% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,529 shares; 2025Q4: 1,460 shares 1,460 $417K 0.01% -69 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: 1,018 shares; 2024Q4: 1,271 shares; 2025Q1: 1,235 shares; 2025Q2: 1,200 shares; 2025Q3: 1,191 shares; 2025Q4: 1,289 shares 1,289 $411K 0.01% +98 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: 6,144 shares; 2024Q4: 15,659 shares; 2025Q1: 13,159 shares; 2025Q2: 5,835 shares; 2025Q3: 5,836 shares; 2025Q4: 5,701 shares 5,701 $396K 0.01% -135 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: 2,374 shares; 2024Q4: 2,338 shares; 2025Q1: 2,299 shares; 2025Q2: 1,973 shares; 2025Q3: 1,748 shares; 2025Q4: 1,880 shares 1,880 $395K 0.01% +132 Timeline IBMP 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: 12,984 shares; 2024Q4: 12,984 shares; 2025Q1: 15,099 shares; 2025Q2: 14,881 shares; 2025Q3: 16,208 shares; 2025Q4: 15,540 shares 15,540 $395K 0.01% -668 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: 568 shares; 2024Q4: 608 shares; 2025Q1: 655 shares; 2025Q2: 732 shares; 2025Q3: 587 shares; 2025Q4: 669 shares 669 $384K 0.01% +82 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,863 shares; 2025Q4: 5,675 shares 5,675 $381K 0.01% +812 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: 2,736 shares; 2024Q4: 2,853 shares; 2025Q1: 3,698 shares; 2025Q2: 2,710 shares; 2025Q3: 3,686 shares; 2025Q4: 3,684 shares 3,684 $378K 0.01% -2 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: 835 shares; 2024Q4: 950 shares; 2025Q1: 895 shares; 2025Q2: 882 shares; 2025Q3: 868 shares; 2025Q4: 881 shares 881 $376K 0.01% +13 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 398 shares; 2025Q1: 442 shares; 2025Q2: 607 shares; 2025Q3: 619 shares; 2025Q4: 619 shares 619 $373K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,965 shares; 2025Q1: 1,974 shares; 2025Q2: 1,877 shares; 2025Q3: 1,688 shares; 2025Q4: 1,780 shares 1,780 $371K 0.01% +92 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: 346 shares; 2025Q4: 416 shares 416 $366K 0.01% +70 Timeline EPP 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: 8,605 shares; 2024Q4: 8,309 shares; 2025Q1: 7,465 shares; 2025Q2: 7,373 shares; 2025Q3: 7,373 shares; 2025Q4: 7,250 shares 7,250 $366K 0.01% -123 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: 784 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 699 shares; 2025Q3: 654 shares; 2025Q4: 880 shares 880 $363K 0.01% +226 Timeline SIZE 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: 3,684 shares; 2024Q4: 3,684 shares; 2025Q1: 2,390 shares; 2025Q2: 2,390 shares; 2025Q3: 2,323 shares; 2025Q4: 2,248 shares 2,248 $363K 0.01% -75 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: 505 shares; 2024Q4: 505 shares; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: 313 shares; 2025Q4: 432 shares 432 $354K 0.01% +119 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 1,655 shares; 2025Q1: 1,673 shares; 2025Q2: 1,651 shares; 2025Q3: 1,658 shares; 2025Q4: 1,658 shares 1,658 $354K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 5,769 shares; 2025Q1: 5,891 shares; 2025Q2: 5,795 shares; 2025Q3: 5,474 shares; 2025Q4: 5,818 shares 5,818 $350K 0.01% +344 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,336 shares; 2024Q4: 3,333 shares; 2025Q1: 3,073 shares; 2025Q2: 2,618 shares; 2025Q3: 2,708 shares; 2025Q4: 2,398 shares 2,398 $344K 0.01% -310 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: 9,989 shares; 2024Q4: 9,989 shares; 2025Q1: 8,639 shares; 2025Q2: 8,639 shares; 2025Q3: 8,639 shares; 2025Q4: 8,639 shares 8,639 $342K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,572 shares; 2025Q1: 1,503 shares; 2025Q2: 1,190 shares; 2025Q3: 1,414 shares; 2025Q4: 1,479 shares 1,479 $337K <0.01% +65 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: 1,987 shares; 2024Q4: 2,063 shares; 2025Q1: 2,088 shares; 2025Q2: 2,154 shares; 2025Q3: 2,029 shares; 2025Q4: 2,168 shares 2,168 $333K <0.01% +139 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,903 shares; 2025Q1: not reported; 2025Q2: 2,903 shares; 2025Q3: 2,903 shares; 2025Q4: 2,903 shares 2,903 $333K <0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 209 shares; 2025Q4: 274 shares 274 $333K <0.01% +65 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: 4,590 shares; 2024Q4: 4,942 shares; 2025Q1: 1,979 shares; 2025Q2: 2,158 shares; 2025Q3: 2,334 shares; 2025Q4: 2,202 shares 2,202 $327K <0.01% -132 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: 1,445 shares; 2025Q3: 1,358 shares; 2025Q4: 1,334 shares 1,334 $323K <0.01% -24 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: 1,111 shares; 2025Q2: 1,113 shares; 2025Q3: 1,094 shares; 2025Q4: 1,091 shares 1,091 $323K <0.01% -3 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 10,896 shares; 2025Q1: 11,644 shares; 2025Q2: 11,285 shares; 2025Q3: 11,284 shares; 2025Q4: 9,744 shares 9,744 $318K <0.01% -1,540 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,083 shares; 2025Q1: 4,225 shares; 2025Q2: 3,011 shares; 2025Q3: 3,158 shares; 2025Q4: 3,339 shares 3,339 $311K <0.01% +181 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 289 shares; 2025Q3: 255 shares; 2025Q4: 288 shares 288 $308K <0.01% +33 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: not reported; 2025Q1: not reported; 2025Q2: 1,964 shares; 2025Q3: 2,178 shares; 2025Q4: 2,348 shares 2,348 $308K <0.01% +170 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: 12,214 shares; 2024Q4: 12,136 shares; 2025Q1: 1,652 shares; 2025Q2: 1,189 shares; 2025Q3: 1,055 shares; 2025Q4: 1,116 shares 1,116 $296K <0.01% +61 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,695 shares; 2025Q4: 11,209 shares 11,209 $294K <0.01% +2,514 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: 4,303 shares; 2024Q4: 4,428 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,422 shares; 2025Q4: 1,634 shares 1,634 $290K <0.01% +212 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: 1,712 shares; 2024Q4: 1,853 shares; 2025Q1: 1,709 shares; 2025Q2: 1,673 shares; 2025Q3: 1,367 shares; 2025Q4: 1,068 shares 1,068 $287K <0.01% -299 Timeline XNTK 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: 1,023 shares; 2024Q4: 1,023 shares; 2025Q1: not reported; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares 1,023 $284K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,111 shares; 2025Q3: 1,115 shares; 2025Q4: 1,092 shares 1,092 $283K <0.01% -23 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,114 shares; 2024Q4: 16,608 shares; 2025Q1: 15,342 shares; 2025Q2: 10,206 shares; 2025Q3: 10,206 shares; 2025Q4: 10,206 shares 10,206 $275K <0.01% 0 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: 3,564 shares; 2024Q4: 4,973 shares; 2025Q1: 4,298 shares; 2025Q2: 2,958 shares; 2025Q3: 2,882 shares; 2025Q4: 2,836 shares 2,836 $273K <0.01% -46 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: 1,781 shares; 2025Q1: 1,857 shares; 2025Q2: 1,797 shares; 2025Q3: 1,702 shares; 2025Q4: 1,766 shares 1,766 $267K <0.01% +64 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: 821 shares; 2024Q4: 842 shares; 2025Q1: 824 shares; 2025Q2: 963 shares; 2025Q3: 846 shares; 2025Q4: 846 shares 846 $264K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,747 shares; 2025Q4: 2,748 shares 2,748 $259K <0.01% +1 Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,899 shares; 2025Q4: 1,899 shares 1,899 $258K <0.01% 0 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: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,325 shares; 2025Q2: 1,302 shares; 2025Q3: 817 shares; 2025Q4: 722 shares 722 $255K <0.01% -95 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: 4,486 shares; 2024Q4: 4,627 shares; 2025Q1: 3,883 shares; 2025Q2: 3,007 shares; 2025Q3: 2,410 shares; 2025Q4: 2,407 shares 2,407 $253K <0.01% -3 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: 1,204 shares; 2024Q4: 1,208 shares; 2025Q1: 1,204 shares; 2025Q2: 1,169 shares; 2025Q3: 1,142 shares; 2025Q4: 1,144 shares 1,144 $251K <0.01% +2 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS 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: 1,408 shares 1,408 $251K <0.01% new 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: 1,754 shares; 2024Q4: 1,723 shares; 2025Q1: 2,532 shares; 2025Q2: 1,525 shares; 2025Q3: 1,268 shares; 2025Q4: 1,183 shares 1,183 $251K <0.01% -85 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 733 shares; 2025Q2: 726 shares; 2025Q3: 732 shares; 2025Q4: 731 shares 731 $247K <0.01% -1 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY 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: 408 shares; 2025Q4: 408 shares 408 $247K <0.01% 0 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: 748 shares; 2024Q4: 821 shares; 2025Q1: 771 shares; 2025Q2: not reported; 2025Q3: 739 shares; 2025Q4: 738 shares 738 $242K <0.01% -1 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,250 shares; 2025Q1: not reported; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares 2,250 $234K <0.01% 0 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,552 shares; 2024Q4: 7,897 shares; 2025Q1: 7,059 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares 6,900 $232K <0.01% 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: 1,338 shares; 2024Q4: 1,378 shares; 2025Q1: 1,483 shares; 2025Q2: 1,470 shares; 2025Q3: 1,284 shares; 2025Q4: 763 shares 763 $231K <0.01% -521 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: 3,907 shares; 2024Q4: 3,907 shares; 2025Q1: 3,826 shares; 2025Q2: 1,262 shares; 2025Q3: 957 shares; 2025Q4: 955 shares 955 $230K <0.01% -2 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,297 shares 4,297 $229K <0.01% new 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: 220 shares; 2024Q4: 220 shares; 2025Q1: 219 shares; 2025Q2: 2,895 shares; 2025Q3: 2,490 shares; 2025Q4: 2,490 shares 2,490 $227K <0.01% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,536 shares; 2024Q4: 6,156 shares; 2025Q1: 6,101 shares; 2025Q2: 6,237 shares; 2025Q3: 5,952 shares; 2025Q4: 4,703 shares 4,703 $226K <0.01% -1,249 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: 2,461 shares; 2024Q4: 3,447 shares; 2025Q1: 3,481 shares; 2025Q2: 3,489 shares; 2025Q3: 829 shares; 2025Q4: 829 shares 829 $223K <0.01% 0 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: not reported; 2024Q4: 1,077 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,276 shares 1,276 $221K <0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,890 shares 1,890 $220K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,535 shares; 2025Q3: 1,525 shares; 2025Q4: 1,521 shares 1,521 $215K <0.01% -4 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS 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: 1,007 shares; 2025Q4: 1,007 shares 1,007 $213K <0.01% 0 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: not reported; 2025Q3: not reported; 2025Q4: 263 shares 263 $213K <0.01% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 993 shares 993 $213K <0.01% new Timeline VXF 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: 4,926 shares; 2024Q4: 5,276 shares; 2025Q1: 1,703 shares; 2025Q2: 1,598 shares; 2025Q3: not reported; 2025Q4: 1,015 shares 1,015 $212K <0.01% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 342 shares; 2025Q4: 342 shares 342 $209K <0.01% 0 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $207K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 522 shares; 2025Q1: 377 shares; 2025Q2: 365 shares; 2025Q3: 361 shares; 2025Q4: 310 shares 310 $205K <0.01% -51 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: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares 60 $203K <0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,497 shares 2,497 $200K <0.01% new Timeline BLZE BACKBLAZE INC More: the full row for BACKBLAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 10,616 shares; 2025Q3: 10,616 shares; 2025Q4: 10,616 shares 10,616 $49.5K <0.01% 0 Timeline