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: 139,819 shares; 2024Q4: 135,964 shares; 2025Q1: 133,533 shares; 2025Q2: 129,193 shares; 2025Q3: 133,398 shares; 2025Q4: 134,881 shares 134,881 $92.2M 4.59% +1,483 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: 2,254,008 shares; 2025Q1: 3,016,593 shares; 2025Q2: 4,027,045 shares; 2025Q3: 3,650,674 shares; 2025Q4: 2,848,883 shares 2,848,883 $82.1M 4.09% -801,791 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: 209,312 shares; 2024Q4: 202,738 shares; 2025Q1: 196,397 shares; 2025Q2: 261,926 shares; 2025Q3: 263,073 shares; 2025Q4: 268,739 shares 268,739 $73.1M 3.64% +5,666 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: 258,850 shares; 2024Q4: 261,976 shares; 2025Q1: 287,817 shares; 2025Q2: 341,398 shares; 2025Q3: 336,867 shares; 2025Q4: 344,765 shares 344,765 $64.3M 3.2% +7,898 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: 82,808 shares; 2024Q4: 90,727 shares; 2025Q1: 97,619 shares; 2025Q2: 90,660 shares; 2025Q3: 97,717 shares; 2025Q4: 104,617 shares 104,617 $50.6M 2.52% +6,900 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,008,985 shares; 2025Q4: 1,000,919 shares 1,000,919 $41.2M 2.05% -8,066 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: 113,404 shares; 2024Q4: 109,411 shares; 2025Q1: 115,038 shares; 2025Q2: 115,447 shares; 2025Q3: 115,422 shares; 2025Q4: 124,317 shares 124,317 $39M 1.94% +8,895 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,397 shares; 2024Q4: not reported; 2025Q1: 1,724 shares; 2025Q2: 3,071 shares; 2025Q3: 111,655 shares; 2025Q4: 771,578 shares 771,578 $32.6M 1.63% +659,923 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: 101,902 shares; 2024Q4: 98,584 shares; 2025Q1: 99,672 shares; 2025Q2: 98,187 shares; 2025Q3: 121,448 shares; 2025Q4: 136,042 shares 136,042 $31.4M 1.57% +14,594 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: 41,823 shares; 2024Q4: 41,831 shares; 2025Q1: 46,878 shares; 2025Q2: 46,108 shares; 2025Q3: 47,975 shares; 2025Q4: 48,965 shares 48,965 $30.1M 1.5% +990 Timeline MOS MOSAIC CO More: the full row for MOSAIC 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: 272,691 shares; 2025Q3: 295,898 shares; 2025Q4: 1,187,466 shares 1,187,466 $28.6M 1.43% +891,568 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,293 shares; 2024Q4: 532,743 shares; 2025Q1: 533,746 shares; 2025Q2: 407,339 shares; 2025Q3: 444,143 shares; 2025Q4: 511,793 shares 511,793 $27.4M 1.37% +67,650 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,062 shares; 2024Q4: 301,062 shares; 2025Q1: 301,062 shares; 2025Q2: not reported; 2025Q3: 300,957 shares; 2025Q4: 302,957 shares 302,957 $27.2M 1.36% +2,000 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,111,192 shares; 2024Q4: 1,280,287 shares; 2025Q1: 1,241,892 shares; 2025Q2: 1,244,363 shares; 2025Q3: 1,315,483 shares; 2025Q4: 1,447,429 shares 1,447,429 $26.6M 1.32% +131,946 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: 86,509 shares; 2024Q4: 87,211 shares; 2025Q1: 86,210 shares; 2025Q2: 87,967 shares; 2025Q3: 87,254 shares; 2025Q4: 84,514 shares 84,514 $26.5M 1.32% -2,740 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,111 shares; 2024Q4: 278,998 shares; 2025Q1: 437,980 shares; 2025Q2: 463,799 shares; 2025Q3: 508,081 shares; 2025Q4: 535,418 shares 535,418 $25.4M 1.26% +27,337 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: 98,988 shares; 2024Q4: 117,542 shares; 2025Q1: 119,539 shares; 2025Q2: 121,996 shares; 2025Q3: 121,516 shares; 2025Q4: 120,652 shares 120,652 $25M 1.24% -864 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON 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: 321,220 shares; 2025Q2: 634,107 shares; 2025Q3: 501,699 shares; 2025Q4: 1,144,732 shares 1,144,732 $23.5M 1.17% +643,033 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,028,242 shares; 2025Q2: 1,010,024 shares; 2025Q3: 1,046,708 shares; 2025Q4: 1,066,949 shares 1,066,949 $22.7M 1.13% +20,241 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,056 shares; 2024Q4: 25,379 shares; 2025Q1: 27,245 shares; 2025Q2: 27,768 shares; 2025Q3: 28,580 shares; 2025Q4: 33,656 shares 33,656 $22.2M 1.11% +5,076 Timeline PDS PRECISION DRILLING CORP More: the full row for PRECISION DRILLING 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: 88,419 shares; 2025Q2: 364,202 shares; 2025Q3: 348,186 shares; 2025Q4: 302,904 shares 302,904 $21.8M 1.09% -45,282 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: 229,330 shares; 2024Q4: 237,341 shares; 2025Q1: 287,580 shares; 2025Q2: 289,048 shares; 2025Q3: 299,298 shares; 2025Q4: 303,721 shares 303,721 $21.1M 1.05% +4,423 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: 289,168 shares; 2024Q4: 303,738 shares; 2025Q1: 345,022 shares; 2025Q2: 340,428 shares; 2025Q3: 358,519 shares; 2025Q4: 363,141 shares 363,141 $18.4M 0.92% +4,622 Timeline JBND 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: 197,329 shares; 2024Q4: 280,579 shares; 2025Q1: 303,909 shares; 2025Q2: 306,311 shares; 2025Q3: 318,017 shares; 2025Q4: 327,495 shares 327,495 $17.8M 0.88% +9,478 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: 24,109 shares; 2024Q4: 21,585 shares; 2025Q1: 21,450 shares; 2025Q2: 25,481 shares; 2025Q3: 25,273 shares; 2025Q4: 25,311 shares 25,311 $17.3M 0.86% +38 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: 128,995 shares; 2024Q4: 148,833 shares; 2025Q1: 141,119 shares; 2025Q2: 144,115 shares; 2025Q3: 146,778 shares; 2025Q4: 141,542 shares 141,542 $17M 0.85% -5,236 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: 60,787 shares; 2024Q4: 82,839 shares; 2025Q1: 79,311 shares; 2025Q2: 80,259 shares; 2025Q3: 73,207 shares; 2025Q4: 73,833 shares 73,833 $16.9M 0.84% +626 Timeline SDVY 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: 385,241 shares; 2024Q4: 390,347 shares; 2025Q1: 414,522 shares; 2025Q2: 416,736 shares; 2025Q3: 430,566 shares; 2025Q4: 434,710 shares 434,710 $16.7M 0.83% +4,144 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: 100,674 shares; 2024Q4: 102,635 shares; 2025Q1: 102,577 shares; 2025Q2: 102,270 shares; 2025Q3: 102,375 shares; 2025Q4: 102,072 shares 102,072 $16.3M 0.81% -303 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: 58,248 shares; 2024Q4: 55,399 shares; 2025Q1: 51,876 shares; 2025Q2: 50,329 shares; 2025Q3: 47,418 shares; 2025Q4: 46,647 shares 46,647 $15M 0.75% -771 Timeline TDIV 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: 107,216 shares; 2024Q4: 106,845 shares; 2025Q1: 139,123 shares; 2025Q2: 138,044 shares; 2025Q3: 140,447 shares; 2025Q4: 143,922 shares 143,922 $13.9M 0.69% +3,475 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: 157,900 shares; 2024Q4: 174,558 shares; 2025Q1: 206,830 shares; 2025Q2: 214,409 shares; 2025Q3: 226,778 shares; 2025Q4: 235,309 shares 235,309 $13.8M 0.69% +8,531 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: 7,752 shares; 2024Q4: 10,532 shares; 2025Q1: 11,190 shares; 2025Q2: 10,870 shares; 2025Q3: 12,283 shares; 2025Q4: 12,167 shares 12,167 $13.1M 0.65% -116 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: 68,074 shares; 2024Q4: 91,548 shares; 2025Q1: 208,701 shares; 2025Q2: 206,378 shares; 2025Q3: 212,434 shares; 2025Q4: 206,354 shares 206,354 $12.9M 0.64% -6,080 Timeline JMBS 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: 148,738 shares; 2024Q4: 165,506 shares; 2025Q1: 243,270 shares; 2025Q2: 252,172 shares; 2025Q3: 267,500 shares; 2025Q4: 280,807 shares 280,807 $12.8M 0.64% +13,307 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: 57,166 shares; 2024Q4: 51,766 shares; 2025Q1: 48,219 shares; 2025Q2: 46,016 shares; 2025Q3: 36,126 shares; 2025Q4: 35,204 shares 35,204 $12.3M 0.62% -922 Timeline ISPY 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: 165,500 shares; 2025Q1: 245,247 shares; 2025Q2: 251,454 shares; 2025Q3: 260,332 shares; 2025Q4: 264,462 shares 264,462 $12.1M 0.6% +4,130 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,481 shares; 2024Q4: 15,392 shares; 2025Q1: 15,961 shares; 2025Q2: 59,894 shares; 2025Q3: 53,154 shares; 2025Q4: 53,202 shares 53,202 $12M 0.6% +48 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: 30,098 shares; 2024Q4: 31,703 shares; 2025Q1: 34,463 shares; 2025Q2: 35,260 shares; 2025Q3: 34,238 shares; 2025Q4: 34,291 shares 34,291 $11.8M 0.59% +53 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: 55,071 shares; 2024Q4: 64,014 shares; 2025Q1: 66,646 shares; 2025Q2: 66,807 shares; 2025Q3: 66,325 shares; 2025Q4: 65,583 shares 65,583 $11.7M 0.58% -742 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: 59,076 shares; 2024Q4: 57,306 shares; 2025Q1: 57,568 shares; 2025Q2: 54,447 shares; 2025Q3: 52,086 shares; 2025Q4: 59,505 shares 59,505 $11.6M 0.58% +7,419 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: 14,537 shares; 2024Q4: 15,005 shares; 2025Q1: 17,010 shares; 2025Q2: 17,898 shares; 2025Q3: 18,078 shares; 2025Q4: 18,465 shares 18,465 $11.6M 0.58% +387 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,976 shares; 2024Q4: 162,750 shares; 2025Q1: 177,056 shares; 2025Q2: 178,814 shares; 2025Q3: 195,521 shares; 2025Q4: 202,823 shares 202,823 $10.3M 0.51% +7,302 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: 126,288 shares; 2024Q4: 133,222 shares; 2025Q1: 143,541 shares; 2025Q2: 144,814 shares; 2025Q3: 152,710 shares; 2025Q4: 157,014 shares 157,014 $10.3M 0.51% +4,304 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: 99,199 shares; 2024Q4: 104,507 shares; 2025Q1: 107,900 shares; 2025Q2: 116,080 shares; 2025Q3: 122,671 shares; 2025Q4: 126,865 shares 126,865 $10.2M 0.51% +4,194 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,516 shares; 2024Q4: 334,410 shares; 2025Q1: 331,955 shares; 2025Q2: 336,554 shares; 2025Q3: 353,085 shares; 2025Q4: 348,299 shares 348,299 $10M 0.5% -4,786 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: 16,907 shares; 2024Q4: 17,676 shares; 2025Q1: 17,222 shares; 2025Q2: 17,743 shares; 2025Q3: 17,312 shares; 2025Q4: 17,194 shares 17,194 $9.96M 0.5% -118 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: 16,554 shares; 2024Q4: 16,302 shares; 2025Q1: 20,924 shares; 2025Q2: 22,663 shares; 2025Q3: 23,790 shares; 2025Q4: 21,772 shares 21,772 $9.79M 0.49% -2,018 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: 18,573 shares; 2024Q4: 18,847 shares; 2025Q1: 19,252 shares; 2025Q2: 19,505 shares; 2025Q3: 20,041 shares; 2025Q4: 19,691 shares 19,691 $9.61M 0.48% -350 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,597 shares; 2024Q4: 123,213 shares; 2025Q1: 135,540 shares; 2025Q2: 134,785 shares; 2025Q3: 182,355 shares; 2025Q4: 120,204 shares 120,204 $9.55M 0.48% -62,151 Timeline JSI 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: 89,843 shares; 2024Q4: 96,871 shares; 2025Q1: 140,709 shares; 2025Q2: 149,415 shares; 2025Q3: 167,997 shares; 2025Q4: 180,654 shares 180,654 $9.4M 0.47% +12,657 Timeline JD JD.COM INC More: the full row for JD.COM 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: 1,983 shares; 2025Q2: not reported; 2025Q3: 907 shares; 2025Q4: 327,437 shares 327,437 $9.4M 0.47% +326,530 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: 140,120 shares; 2025Q1: 168,097 shares; 2025Q2: 63,520 shares; 2025Q3: 45,613 shares; 2025Q4: 54,040 shares 54,040 $9.26M 0.46% +8,427 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: 11,934 shares; 2024Q4: 14,828 shares; 2025Q1: 16,663 shares; 2025Q2: 16,955 shares; 2025Q3: 18,315 shares; 2025Q4: 18,900 shares 18,900 $9.14M 0.46% +585 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,758 shares; 2024Q4: 10,383 shares; 2025Q1: 182,839 shares; 2025Q2: 188,415 shares; 2025Q3: 205,827 shares; 2025Q4: 216,780 shares 216,780 $8.85M 0.44% +10,953 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,363 shares; 2024Q4: 19,723 shares; 2025Q1: 22,071 shares; 2025Q2: 24,236 shares; 2025Q3: 28,016 shares; 2025Q4: 60,325 shares 60,325 $8.68M 0.43% +32,309 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,820 shares; 2024Q4: 336,046 shares; 2025Q1: 334,557 shares; 2025Q2: 337,393 shares; 2025Q3: 375,509 shares; 2025Q4: 365,063 shares 365,063 $8.63M 0.43% -10,446 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,020 shares; 2024Q4: 200,985 shares; 2025Q1: 215,897 shares; 2025Q2: 213,074 shares; 2025Q3: 220,438 shares; 2025Q4: 224,997 shares 224,997 $8.63M 0.43% +4,559 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: 7,665 shares; 2024Q4: 9,264 shares; 2025Q1: 10,250 shares; 2025Q2: 10,130 shares; 2025Q3: 9,275 shares; 2025Q4: 9,388 shares 9,388 $8.25M 0.41% +113 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: 37,949 shares; 2024Q4: 36,842 shares; 2025Q1: 40,225 shares; 2025Q2: 40,013 shares; 2025Q3: 39,722 shares; 2025Q4: 33,513 shares 33,513 $8.25M 0.41% -6,209 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: 11,102 shares; 2024Q4: 12,483 shares; 2025Q1: 13,548 shares; 2025Q2: 13,848 shares; 2025Q3: 15,049 shares; 2025Q4: 15,709 shares 15,709 $8.21M 0.41% +660 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: 1,746 shares; 2024Q4: 1,746 shares; 2025Q1: 1,760 shares; 2025Q2: 2,213 shares; 2025Q3: 9,700 shares; 2025Q4: 12,061 shares 12,061 $8.13M 0.41% +2,361 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: 48,227 shares; 2024Q4: 55,448 shares; 2025Q1: 51,474 shares; 2025Q2: 48,821 shares; 2025Q3: 50,072 shares; 2025Q4: 51,255 shares 51,255 $7.81M 0.39% +1,183 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: 47,775 shares; 2024Q4: 48,623 shares; 2025Q1: 47,684 shares; 2025Q2: 47,480 shares; 2025Q3: 49,092 shares; 2025Q4: 69,262 shares 69,262 $7.72M 0.38% +20,170 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: 38,374 shares; 2024Q4: 44,626 shares; 2025Q1: 45,362 shares; 2025Q2: 50,144 shares; 2025Q3: 53,691 shares; 2025Q4: 52,364 shares 52,364 $7.54M 0.38% -1,327 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: 3,721 shares; 2024Q4: 4,063 shares; 2025Q1: 95,510 shares; 2025Q2: 95,131 shares; 2025Q3: 99,530 shares; 2025Q4: 102,549 shares 102,549 $7.33M 0.37% +3,019 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: 39,573 shares; 2024Q4: 40,244 shares; 2025Q1: 39,296 shares; 2025Q2: 39,272 shares; 2025Q3: 38,716 shares; 2025Q4: 38,188 shares 38,188 $7.29M 0.36% -528 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: 9,879 shares; 2024Q4: 11,920 shares; 2025Q1: 12,714 shares; 2025Q2: 12,523 shares; 2025Q3: 14,674 shares; 2025Q4: 15,306 shares 15,306 $7.14M 0.36% +632 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,027 shares; 2024Q4: 52,106 shares; 2025Q1: 49,176 shares; 2025Q2: 42,614 shares; 2025Q3: 43,116 shares; 2025Q4: 43,667 shares 43,667 $6.95M 0.35% +551 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: 47,649 shares; 2024Q4: 48,169 shares; 2025Q1: 50,223 shares; 2025Q2: 35,951 shares; 2025Q3: 28,213 shares; 2025Q4: 26,407 shares 26,407 $6.79M 0.34% -1,806 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: 158,772 shares; 2024Q4: 159,902 shares; 2025Q1: 150,249 shares; 2025Q2: 148,616 shares; 2025Q3: 147,771 shares; 2025Q4: 142,911 shares 142,911 $6.59M 0.33% -4,860 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,274 shares; 2024Q4: 27,754 shares; 2025Q1: 27,687 shares; 2025Q2: 27,003 shares; 2025Q3: 26,835 shares; 2025Q4: 26,518 shares 26,518 $6.55M 0.33% -317 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,455 shares; 2024Q4: 12,895 shares; 2025Q1: 13,352 shares; 2025Q2: 12,645 shares; 2025Q3: 12,863 shares; 2025Q4: 12,783 shares 12,783 $6.43M 0.32% -80 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: 20,144 shares; 2024Q4: 19,955 shares; 2025Q1: 19,116 shares; 2025Q2: 15,263 shares; 2025Q3: 15,644 shares; 2025Q4: 16,025 shares 16,025 $6.35M 0.32% +381 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: 7,390 shares; 2024Q4: 7,471 shares; 2025Q1: 6,868 shares; 2025Q2: 7,030 shares; 2025Q3: 7,290 shares; 2025Q4: 7,339 shares 7,339 $6.33M 0.32% +49 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,498 shares; 2024Q4: 23,728 shares; 2025Q1: 23,713 shares; 2025Q2: 26,027 shares; 2025Q3: 25,418 shares; 2025Q4: 24,491 shares 24,491 $6.19M 0.31% -927 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: 3,865 shares; 2024Q4: 3,610 shares; 2025Q1: 4,246 shares; 2025Q2: 5,213 shares; 2025Q3: 6,647 shares; 2025Q4: 13,153 shares 13,153 $6.17M 0.31% +6,506 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: 19,452 shares; 2024Q4: 20,282 shares; 2025Q1: 19,972 shares; 2025Q2: 19,970 shares; 2025Q3: 20,021 shares; 2025Q4: 19,746 shares 19,746 $6.04M 0.3% -275 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,213 shares; 2024Q4: 64,419 shares; 2025Q1: 79,829 shares; 2025Q2: 89,813 shares; 2025Q3: 107,583 shares; 2025Q4: 153,138 shares 153,138 $6.03M 0.3% +45,555 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: 33,302 shares; 2024Q4: 34,853 shares; 2025Q1: 34,650 shares; 2025Q2: 34,899 shares; 2025Q3: 34,508 shares; 2025Q4: 41,743 shares 41,743 $5.98M 0.3% +7,235 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: 21,381 shares; 2024Q4: 23,305 shares; 2025Q1: 20,246 shares; 2025Q2: 19,600 shares; 2025Q3: 20,272 shares; 2025Q4: 20,116 shares 20,116 $5.96M 0.3% -156 Timeline FIXD 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: 1,228,527 shares; 2024Q4: 997,448 shares; 2025Q1: 160,129 shares; 2025Q2: 139,190 shares; 2025Q3: 140,113 shares; 2025Q4: 131,631 shares 131,631 $5.83M 0.29% -8,482 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: 4,670 shares; 2024Q4: 5,780 shares; 2025Q1: 7,585 shares; 2025Q2: 7,514 shares; 2025Q3: 6,526 shares; 2025Q4: 7,114 shares 7,114 $5.76M 0.29% +588 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: 19,866 shares; 2024Q4: 21,256 shares; 2025Q1: 20,557 shares; 2025Q2: 20,842 shares; 2025Q3: 20,804 shares; 2025Q4: 18,632 shares 18,632 $5.74M 0.29% -2,172 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: 111,217 shares; 2024Q4: 123,327 shares; 2025Q1: 153,581 shares; 2025Q2: 158,768 shares; 2025Q3: 159,567 shares; 2025Q4: 164,854 shares 164,854 $5.65M 0.28% +5,287 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: 50,554 shares; 2024Q4: 50,082 shares; 2025Q1: 48,785 shares; 2025Q2: 52,323 shares; 2025Q3: 53,049 shares; 2025Q4: 53,400 shares 53,400 $5.63M 0.28% +351 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,961 shares; 2024Q4: 53,664 shares; 2025Q1: 73,590 shares; 2025Q2: 70,344 shares; 2025Q3: 64,896 shares; 2025Q4: 67,115 shares 67,115 $5.6M 0.28% +2,219 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,093 shares; 2024Q4: 11,873 shares; 2025Q1: 12,385 shares; 2025Q2: 13,949 shares; 2025Q3: 15,206 shares; 2025Q4: 15,825 shares 15,825 $5.58M 0.28% +619 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: 34,354 shares; 2024Q4: 46,373 shares; 2025Q1: 44,645 shares; 2025Q2: 43,647 shares; 2025Q3: 43,765 shares; 2025Q4: 43,479 shares 43,479 $5.45M 0.27% -286 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,205 shares; 2024Q4: 63,052 shares; 2025Q1: 69,892 shares; 2025Q2: 71,039 shares; 2025Q3: 71,336 shares; 2025Q4: 70,700 shares 70,700 $5.2M 0.26% -636 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: 12,663 shares; 2024Q4: 10,920 shares; 2025Q1: 10,779 shares; 2025Q2: 10,998 shares; 2025Q3: 10,709 shares; 2025Q4: 17,929 shares 17,929 $5.19M 0.26% +7,220 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452,585 shares; 2024Q4: 416,736 shares; 2025Q1: 99,047 shares; 2025Q2: 96,234 shares; 2025Q3: 94,357 shares; 2025Q4: 95,995 shares 95,995 $4.97M 0.25% +1,638 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,398 shares; 2024Q4: 28,373 shares; 2025Q1: 28,254 shares; 2025Q2: 28,974 shares; 2025Q3: 29,216 shares; 2025Q4: 29,048 shares 29,048 $4.97M 0.25% -168 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,037 shares; 2024Q4: 32,529 shares; 2025Q1: 34,767 shares; 2025Q2: 36,850 shares; 2025Q3: 30,420 shares; 2025Q4: 30,257 shares 30,257 $4.94M 0.25% -163 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: 207,048 shares; 2024Q4: 169,550 shares; 2025Q1: 134,894 shares; 2025Q2: 146,730 shares; 2025Q3: 123,255 shares; 2025Q4: 119,493 shares 119,493 $4.87M 0.24% -3,762 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: 4,156 shares; 2025Q1: 3,545 shares; 2025Q2: 3,503 shares; 2025Q3: 4,504 shares; 2025Q4: 4,529 shares 4,529 $4.85M 0.24% +25 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: 78,757 shares; 2024Q4: 98,036 shares; 2025Q1: 96,475 shares; 2025Q2: 97,324 shares; 2025Q3: 96,276 shares; 2025Q4: 89,296 shares 89,296 $4.8M 0.24% -6,980 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: 6,193 shares; 2024Q4: 5,960 shares; 2025Q1: 4,594 shares; 2025Q2: 4,576 shares; 2025Q3: 4,781 shares; 2025Q4: 50,873 shares 50,873 $4.77M 0.24% +46,092 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,774 shares; 2024Q4: 50,954 shares; 2025Q1: 51,115 shares; 2025Q2: 51,844 shares; 2025Q3: 53,739 shares; 2025Q4: 53,817 shares 53,817 $4.71M 0.23% +78 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: 58,583 shares; 2024Q4: 59,751 shares; 2025Q1: 59,562 shares; 2025Q2: 58,871 shares; 2025Q3: 59,690 shares; 2025Q4: 58,658 shares 58,658 $4.71M 0.23% -1,032 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: 23,375 shares; 2024Q4: 40,410 shares; 2025Q1: 38,839 shares; 2025Q2: 38,290 shares; 2025Q3: 44,816 shares; 2025Q4: 50,106 shares 50,106 $4.58M 0.23% +5,290 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: 5,303 shares; 2024Q4: 6,612 shares; 2025Q1: 6,362 shares; 2025Q2: 8,109 shares; 2025Q3: 6,503 shares; 2025Q4: 5,912 shares 5,912 $4.56M 0.23% -591 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: 5,550 shares; 2024Q4: 7,511 shares; 2025Q1: 7,639 shares; 2025Q2: 7,974 shares; 2025Q3: 7,898 shares; 2025Q4: 7,810 shares 7,810 $4.47M 0.22% -88 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: 14,863 shares; 2024Q4: 15,082 shares; 2025Q1: 14,719 shares; 2025Q2: 16,037 shares; 2025Q3: 15,694 shares; 2025Q4: 15,549 shares 15,549 $4.44M 0.22% -145 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: 9,029 shares; 2024Q4: 14,146 shares; 2025Q1: 14,279 shares; 2025Q2: 14,202 shares; 2025Q3: 15,123 shares; 2025Q4: 15,170 shares 15,170 $4.4M 0.22% +47 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: 83,893 shares; 2024Q4: 84,049 shares; 2025Q1: 77,334 shares; 2025Q2: 69,046 shares; 2025Q3: 68,780 shares; 2025Q4: 67,464 shares 67,464 $4.35M 0.22% -1,316 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,686 shares; 2024Q4: 169,119 shares; 2025Q1: 181,834 shares; 2025Q2: 179,380 shares; 2025Q3: 172,653 shares; 2025Q4: 164,221 shares 164,221 $4.33M 0.22% -8,432 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,974 shares; 2024Q4: 114,695 shares; 2025Q1: 108,895 shares; 2025Q2: 108,399 shares; 2025Q3: 130,322 shares; 2025Q4: 130,522 shares 130,522 $4.31M 0.21% +200 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: 16,957 shares; 2024Q4: 20,590 shares; 2025Q1: 37,292 shares; 2025Q2: 40,011 shares; 2025Q3: 31,694 shares; 2025Q4: 43,272 shares 43,272 $4.29M 0.21% +11,578 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943,536 shares; 2024Q4: 207,637 shares; 2025Q1: 185,933 shares; 2025Q2: 170,492 shares; 2025Q3: 151,980 shares; 2025Q4: 152,233 shares 152,233 $4.29M 0.21% +253 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: 4,000 shares; 2024Q4: 4,300 shares; 2025Q1: 12,175 shares; 2025Q2: 13,070 shares; 2025Q3: 17,326 shares; 2025Q4: 19,736 shares 19,736 $4.28M 0.21% +2,410 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: 14,200 shares; 2024Q4: 14,154 shares; 2025Q1: 14,516 shares; 2025Q2: 15,806 shares; 2025Q3: 16,469 shares; 2025Q4: 15,414 shares 15,414 $4.14M 0.21% -1,055 Timeline JIVE 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: not reported; 2025Q3: not reported; 2025Q4: 48,557 shares 48,557 $3.9M 0.19% new 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: 18,963 shares; 2024Q4: 22,911 shares; 2025Q1: 23,935 shares; 2025Q2: 35,945 shares; 2025Q3: 31,969 shares; 2025Q4: 11,730 shares 11,730 $3.87M 0.19% -20,239 Timeline JCPB 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: 50,715 shares; 2024Q4: 65,254 shares; 2025Q1: 67,685 shares; 2025Q2: 75,389 shares; 2025Q3: 80,225 shares; 2025Q4: 80,815 shares 80,815 $3.83M 0.19% +590 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: 9,589 shares; 2024Q4: 8,355 shares; 2025Q1: 8,715 shares; 2025Q2: 7,008 shares; 2025Q3: 6,659 shares; 2025Q4: 6,311 shares 6,311 $3.82M 0.19% -348 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: 17,402 shares; 2024Q4: 20,814 shares; 2025Q1: 20,614 shares; 2025Q2: 20,699 shares; 2025Q3: 20,837 shares; 2025Q4: 20,759 shares 20,759 $3.81M 0.19% -78 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,998 shares; 2024Q4: 421,833 shares; 2025Q1: 376,312 shares; 2025Q2: 368,672 shares; 2025Q3: 380,376 shares; 2025Q4: 383,771 shares 383,771 $3.76M 0.19% +3,395 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: 15,713 shares; 2024Q4: 17,366 shares; 2025Q1: 13,479 shares; 2025Q2: 1,667 shares; 2025Q3: 1,622 shares; 2025Q4: 13,571 shares 13,571 $3.74M 0.19% +11,949 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,982 shares; 2024Q4: 23,207 shares; 2025Q1: 23,310 shares; 2025Q2: 23,538 shares; 2025Q3: 23,070 shares; 2025Q4: 22,909 shares 22,909 $3.73M 0.19% -161 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,708 shares; 2024Q4: 31,473 shares; 2025Q1: 25,760 shares; 2025Q2: 25,414 shares; 2025Q3: 22,169 shares; 2025Q4: 20,943 shares 20,943 $3.63M 0.18% -1,226 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: 58,203 shares; 2024Q4: 59,586 shares; 2025Q1: 59,610 shares; 2025Q2: 54,149 shares; 2025Q3: 60,794 shares; 2025Q4: 65,981 shares 65,981 $3.61M 0.18% +5,187 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: 13,883 shares; 2024Q4: 13,853 shares; 2025Q1: 11,341 shares; 2025Q2: 11,599 shares; 2025Q3: 11,934 shares; 2025Q4: 11,835 shares 11,835 $3.6M 0.18% -99 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: 153,709 shares; 2024Q4: 160,450 shares; 2025Q1: 148,075 shares; 2025Q2: 147,691 shares; 2025Q3: 150,209 shares; 2025Q4: 142,250 shares 142,250 $3.54M 0.18% -7,959 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,364 shares; 2024Q4: 41,709 shares; 2025Q1: 47,371 shares; 2025Q2: 38,622 shares; 2025Q3: 42,917 shares; 2025Q4: 44,149 shares 44,149 $3.41M 0.17% +1,232 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,546 shares; 2024Q4: 7,902 shares; 2025Q1: 7,275 shares; 2025Q2: 7,191 shares; 2025Q3: 6,882 shares; 2025Q4: 6,662 shares 6,662 $3.4M 0.17% -220 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: 13,607 shares; 2024Q4: 11,574 shares; 2025Q1: 10,913 shares; 2025Q2: 10,633 shares; 2025Q3: 17,519 shares; 2025Q4: 21,485 shares 21,485 $3.33M 0.17% +3,966 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,617 shares; 2025Q2: 50,788 shares; 2025Q3: 57,088 shares; 2025Q4: 58,881 shares 58,881 $3.29M 0.16% +1,793 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: 25,432 shares; 2024Q4: 26,895 shares; 2025Q1: 28,406 shares; 2025Q2: 24,372 shares; 2025Q3: 24,794 shares; 2025Q4: 9,368 shares 9,368 $3.28M 0.16% -15,426 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: 18,599 shares; 2024Q4: 18,631 shares; 2025Q1: 18,713 shares; 2025Q2: 18,670 shares; 2025Q3: 18,670 shares; 2025Q4: 18,383 shares 18,383 $3.19M 0.16% -287 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: 72,657 shares; 2024Q4: 72,385 shares; 2025Q1: 69,957 shares; 2025Q2: 70,957 shares; 2025Q3: 71,497 shares; 2025Q4: 51,829 shares 51,829 $3.14M 0.16% -19,668 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: 6,341 shares; 2024Q4: 6,469 shares; 2025Q1: 7,622 shares; 2025Q2: 7,863 shares; 2025Q3: 9,075 shares; 2025Q4: 8,957 shares 8,957 $3.1M 0.15% -118 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: 14,137 shares; 2024Q4: 13,995 shares; 2025Q1: 14,143 shares; 2025Q2: 14,271 shares; 2025Q3: 13,679 shares; 2025Q4: 12,786 shares 12,786 $3.08M 0.15% -893 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: 18,163 shares; 2024Q4: 20,443 shares; 2025Q1: 20,983 shares; 2025Q2: 23,858 shares; 2025Q3: 24,568 shares; 2025Q4: 24,089 shares 24,089 $3.08M 0.15% -479 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,799 shares; 2024Q4: 22,719 shares; 2025Q1: 25,406 shares; 2025Q2: 34,424 shares; 2025Q3: 36,100 shares; 2025Q4: 35,889 shares 35,889 $3.05M 0.15% -211 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: 22,916 shares; 2024Q4: 22,886 shares; 2025Q1: 21,646 shares; 2025Q2: 18,860 shares; 2025Q3: 20,605 shares; 2025Q4: 19,761 shares 19,761 $3.05M 0.15% -844 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,510 shares; 2024Q4: 5,010 shares; 2025Q1: 5,015 shares; 2025Q2: 6,125 shares; 2025Q3: 7,222 shares; 2025Q4: 6,620 shares 6,620 $2.95M 0.15% -602 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 177,628 shares; 2025Q2: 192,485 shares; 2025Q3: 157,845 shares; 2025Q4: 152,519 shares 152,519 $2.93M 0.15% -5,326 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: 9,476 shares; 2024Q4: 9,604 shares; 2025Q1: 13,861 shares; 2025Q2: 13,123 shares; 2025Q3: 12,841 shares; 2025Q4: 12,731 shares 12,731 $2.91M 0.15% -110 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,851 shares; 2024Q4: 21,430 shares; 2025Q1: 21,636 shares; 2025Q2: 21,697 shares; 2025Q3: 21,836 shares; 2025Q4: 21,616 shares 21,616 $2.86M 0.14% -220 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: 33,004 shares; 2024Q4: 39,675 shares; 2025Q1: 40,148 shares; 2025Q2: 39,930 shares; 2025Q3: 37,065 shares; 2025Q4: 36,896 shares 36,896 $2.84M 0.14% -169 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: 32,064 shares; 2024Q4: 28,873 shares; 2025Q1: 27,143 shares; 2025Q2: 27,188 shares; 2025Q3: 31,074 shares; 2025Q4: 63,498 shares 63,498 $2.84M 0.14% +32,424 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: 129,474 shares; 2024Q4: 126,671 shares; 2025Q1: 119,637 shares; 2025Q2: 116,497 shares; 2025Q3: 115,835 shares; 2025Q4: 114,188 shares 114,188 $2.84M 0.14% -1,647 Timeline JTEK 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: not reported; 2025Q3: not reported; 2025Q4: 31,434 shares 31,434 $2.83M 0.14% new 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: 63,961 shares; 2024Q4: 70,225 shares; 2025Q1: 64,362 shares; 2025Q2: 59,840 shares; 2025Q3: 40,813 shares; 2025Q4: 40,381 shares 40,381 $2.82M 0.14% -432 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: 103,121 shares; 2024Q4: 115,310 shares; 2025Q1: 123,661 shares; 2025Q2: 126,343 shares; 2025Q3: 138,569 shares; 2025Q4: 41,697 shares 41,697 $2.77M 0.14% -96,872 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: 47,999 shares; 2024Q4: 64,082 shares; 2025Q1: 89,715 shares; 2025Q2: 75,357 shares; 2025Q3: 65,593 shares; 2025Q4: 64,005 shares 64,005 $2.75M 0.14% -1,588 Timeline FLV 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: 40,153 shares; 2024Q4: 39,017 shares; 2025Q1: 36,305 shares; 2025Q2: 36,016 shares; 2025Q3: 34,979 shares; 2025Q4: 34,606 shares 34,606 $2.62M 0.13% -373 Timeline GAP GAP INC More: the full row for GAP 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: 101,213 shares 101,213 $2.59M 0.13% new 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: 19,689 shares; 2024Q4: 19,689 shares; 2025Q1: 15,177 shares; 2025Q2: 14,567 shares; 2025Q3: 14,104 shares; 2025Q4: 13,228 shares 13,228 $2.58M 0.13% -876 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,457 shares; 2024Q4: 27,714 shares; 2025Q1: 26,956 shares; 2025Q2: 37,349 shares; 2025Q3: 43,299 shares; 2025Q4: 25,375 shares 25,375 $2.52M 0.13% -17,924 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,075 shares; 2024Q4: 25,938 shares; 2025Q1: 23,165 shares; 2025Q2: 23,244 shares; 2025Q3: 21,329 shares; 2025Q4: 20,370 shares 20,370 $2.51M 0.13% -959 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: 19,262 shares; 2024Q4: 21,677 shares; 2025Q1: 31,405 shares; 2025Q2: 31,070 shares; 2025Q3: 25,539 shares; 2025Q4: 25,104 shares 25,104 $2.51M 0.12% -435 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: 102,617 shares; 2024Q4: 102,343 shares; 2025Q1: 54,695 shares; 2025Q2: 44,224 shares; 2025Q3: 43,237 shares; 2025Q4: 41,821 shares 41,821 $2.51M 0.12% -1,416 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: 69,674 shares; 2024Q4: 46,388 shares; 2025Q1: 39,912 shares; 2025Q2: 41,430 shares; 2025Q3: 44,794 shares; 2025Q4: 43,001 shares 43,001 $2.5M 0.12% -1,793 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: 980 shares; 2024Q4: 1,944 shares; 2025Q1: 1,852 shares; 2025Q2: 1,769 shares; 2025Q3: 2,303 shares; 2025Q4: 13,561 shares 13,561 $2.5M 0.12% +11,258 Timeline FMB 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: 54,468 shares; 2024Q4: 45,692 shares; 2025Q1: 46,637 shares; 2025Q2: 50,583 shares; 2025Q3: 51,516 shares; 2025Q4: 48,650 shares 48,650 $2.49M 0.12% -2,866 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,038 shares; 2024Q4: 10,139 shares; 2025Q1: 10,138 shares; 2025Q2: 10,085 shares; 2025Q3: 10,090 shares; 2025Q4: 10,087 shares 10,087 $2.49M 0.12% -3 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: 10,173 shares; 2024Q4: 12,585 shares; 2025Q1: 11,952 shares; 2025Q2: 12,120 shares; 2025Q3: 14,707 shares; 2025Q4: 14,075 shares 14,075 $2.48M 0.12% -632 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: 9,935 shares; 2024Q4: 9,792 shares; 2025Q1: 9,784 shares; 2025Q2: 9,803 shares; 2025Q3: 9,920 shares; 2025Q4: 9,623 shares 9,623 $2.48M 0.12% -297 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: 10,555 shares; 2024Q4: 10,678 shares; 2025Q1: 11,097 shares; 2025Q2: 11,000 shares; 2025Q3: 8,910 shares; 2025Q4: 29,382 shares 29,382 $2.47M 0.12% +20,472 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: 38,510 shares; 2024Q4: 39,410 shares; 2025Q1: 38,199 shares; 2025Q2: 38,194 shares; 2025Q3: 43,005 shares; 2025Q4: 45,090 shares 45,090 $2.47M 0.12% +2,085 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: 30,897 shares; 2024Q4: 34,875 shares; 2025Q1: 28,715 shares; 2025Q2: 27,419 shares; 2025Q3: 27,927 shares; 2025Q4: 28,067 shares 28,067 $2.41M 0.12% +140 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: 45,140 shares; 2024Q4: 43,358 shares; 2025Q1: 44,136 shares; 2025Q2: 45,199 shares; 2025Q3: 47,266 shares; 2025Q4: 47,284 shares 47,284 $2.36M 0.12% +18 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: 10,184 shares; 2024Q4: 12,056 shares; 2025Q1: 11,738 shares; 2025Q2: 11,686 shares; 2025Q3: 10,587 shares; 2025Q4: 10,051 shares 10,051 $2.33M 0.12% -536 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: 1,738 shares; 2024Q4: 2,283 shares; 2025Q1: 2,517 shares; 2025Q2: 1,862 shares; 2025Q3: 1,885 shares; 2025Q4: 15,028 shares 15,028 $2.31M 0.12% +13,143 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: 11,648 shares; 2024Q4: 10,939 shares; 2025Q1: 10,167 shares; 2025Q2: 10,561 shares; 2025Q3: 11,306 shares; 2025Q4: 12,004 shares 12,004 $2.3M 0.11% +698 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: 7,680 shares; 2024Q4: 8,603 shares; 2025Q1: 8,494 shares; 2025Q2: 8,510 shares; 2025Q3: 8,510 shares; 2025Q4: 8,420 shares 8,420 $2.28M 0.11% -90 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: 14,928 shares; 2024Q4: 14,928 shares; 2025Q1: 14,738 shares; 2025Q2: 14,488 shares; 2025Q3: 14,300 shares; 2025Q4: 14,075 shares 14,075 $2.28M 0.11% -225 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: 45,037 shares; 2024Q4: 26,428 shares; 2025Q1: 25,537 shares; 2025Q2: 25,849 shares; 2025Q3: 16,633 shares; 2025Q4: 15,930 shares 15,930 $2.27M 0.11% -703 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: 44,897 shares; 2024Q4: 44,763 shares; 2025Q1: 42,411 shares; 2025Q2: 43,652 shares; 2025Q3: 43,048 shares; 2025Q4: 41,938 shares 41,938 $2.26M 0.11% -1,110 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,965 shares; 2024Q4: 23,171 shares; 2025Q1: 21,438 shares; 2025Q2: 19,811 shares; 2025Q3: 19,486 shares; 2025Q4: 19,841 shares 19,841 $2.26M 0.11% +355 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,282 shares; 2024Q4: 4,283 shares; 2025Q1: 4,497 shares; 2025Q2: 4,475 shares; 2025Q3: 4,741 shares; 2025Q4: 28,467 shares 28,467 $2.25M 0.11% +23,726 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: 7,946 shares; 2024Q4: 6,808 shares; 2025Q1: 7,657 shares; 2025Q2: 8,089 shares; 2025Q3: 8,764 shares; 2025Q4: 18,724 shares 18,724 $2.24M 0.11% +9,960 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: 90,070 shares; 2024Q4: 90,072 shares; 2025Q1: 90,826 shares; 2025Q2: 91,122 shares; 2025Q3: 89,721 shares; 2025Q4: 88,561 shares 88,561 $2.23M 0.11% -1,160 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,759 shares; 2024Q4: 16,050 shares; 2025Q1: 25,550 shares; 2025Q2: 35,290 shares; 2025Q3: 43,111 shares; 2025Q4: 44,545 shares 44,545 $2.21M 0.11% +1,434 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,993 shares; 2024Q4: 39,560 shares; 2025Q1: 39,820 shares; 2025Q2: 44,618 shares; 2025Q3: 73,697 shares; 2025Q4: 75,894 shares 75,894 $2.2M 0.11% +2,197 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: 23,362 shares; 2024Q4: 24,072 shares; 2025Q1: 23,939 shares; 2025Q2: 24,181 shares; 2025Q3: 22,450 shares; 2025Q4: 22,014 shares 22,014 $2.2M 0.11% -436 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: 1,917 shares; 2024Q4: 1,917 shares; 2025Q1: 1,917 shares; 2025Q2: 1,918 shares; 2025Q3: 2,661 shares; 2025Q4: 2,670 shares 2,670 $2.19M 0.11% +9 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: 8,588 shares; 2024Q4: 8,259 shares; 2025Q1: 8,133 shares; 2025Q2: 8,137 shares; 2025Q3: 8,691 shares; 2025Q4: 8,438 shares 8,438 $2.18M 0.11% -253 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,700 shares; 2025Q1: 91,033 shares; 2025Q2: 107,198 shares; 2025Q3: 126,384 shares; 2025Q4: 148,883 shares 148,883 $2.13M 0.11% +22,499 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: 22,923 shares; 2024Q4: 27,241 shares; 2025Q1: 26,760 shares; 2025Q2: 19,334 shares; 2025Q3: 18,718 shares; 2025Q4: 18,485 shares 18,485 $2.11M 0.11% -233 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,055 shares; 2024Q4: 14,154 shares; 2025Q1: 14,125 shares; 2025Q2: 14,020 shares; 2025Q3: 14,136 shares; 2025Q4: 13,540 shares 13,540 $2.09M 0.1% -596 Timeline SPDV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,851 shares; 2024Q4: 51,358 shares; 2025Q1: 54,588 shares; 2025Q2: 55,197 shares; 2025Q3: 56,928 shares; 2025Q4: 58,660 shares 58,660 $2.04M 0.1% +1,732 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 2,328 shares; 2025Q1: 11,093 shares; 2025Q2: 13,071 shares; 2025Q3: 14,220 shares; 2025Q4: 14,656 shares 14,656 $2M 0.1% +436 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: 2,361 shares; 2024Q4: 2,426 shares; 2025Q1: 2,524 shares; 2025Q2: 5,621 shares; 2025Q3: 5,648 shares; 2025Q4: 5,635 shares 5,635 $1.99M 0.1% -13 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,390 shares; 2024Q4: 18,107 shares; 2025Q1: 29,437 shares; 2025Q2: 25,838 shares; 2025Q3: 27,750 shares; 2025Q4: 27,967 shares 27,967 $1.98M 0.1% +217 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: 5,722 shares; 2024Q4: 3,739 shares; 2025Q1: 3,739 shares; 2025Q2: 11,846 shares; 2025Q3: 12,224 shares; 2025Q4: 12,224 shares 12,224 $1.97M 0.1% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,697 shares; 2024Q4: 26,449 shares; 2025Q1: 26,186 shares; 2025Q2: 27,038 shares; 2025Q3: 27,217 shares; 2025Q4: 26,139 shares 26,139 $1.92M 0.1% -1,078 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 4,970 shares; 2025Q1: 3,519 shares; 2025Q2: 3,714 shares; 2025Q3: 3,565 shares; 2025Q4: 2,921 shares 2,921 $1.91M 0.1% -644 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: 9,105 shares; 2024Q4: 9,384 shares; 2025Q1: 9,118 shares; 2025Q2: 9,220 shares; 2025Q3: 9,008 shares; 2025Q4: 8,963 shares 8,963 $1.9M 0.09% -45 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 1,856 shares; 2025Q1: 3,704 shares; 2025Q2: 3,724 shares; 2025Q3: 3,669 shares; 2025Q4: 4,037 shares 4,037 $1.9M 0.09% +368 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: 5,538 shares; 2024Q4: 5,534 shares; 2025Q1: 5,535 shares; 2025Q2: 5,535 shares; 2025Q3: 5,161 shares; 2025Q4: 5,112 shares 5,112 $1.89M 0.09% -49 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: 3,438 shares; 2024Q4: 30,228 shares; 2025Q1: 59,407 shares; 2025Q2: 59,396 shares; 2025Q3: 56,667 shares; 2025Q4: 57,438 shares 57,438 $1.87M 0.09% +771 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,085 shares; 2024Q4: 10,085 shares; 2025Q1: 9,875 shares; 2025Q2: 10,076 shares; 2025Q3: 10,280 shares; 2025Q4: 10,078 shares 10,078 $1.87M 0.09% -202 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: 15,083 shares; 2024Q4: 12,626 shares; 2025Q1: 13,360 shares; 2025Q2: 13,576 shares; 2025Q3: 14,579 shares; 2025Q4: 15,783 shares 15,783 $1.86M 0.09% +1,204 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,775 shares; 2024Q4: 22,058 shares; 2025Q1: 25,218 shares; 2025Q2: 28,632 shares; 2025Q3: 28,715 shares; 2025Q4: 28,831 shares 28,831 $1.84M 0.09% +116 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: 36,488 shares; 2024Q4: 36,942 shares; 2025Q1: 22,428 shares; 2025Q2: 22,168 shares; 2025Q3: 22,319 shares; 2025Q4: 19,760 shares 19,760 $1.83M 0.09% -2,559 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: 26,467 shares; 2024Q4: 24,260 shares; 2025Q1: 23,701 shares; 2025Q2: 23,508 shares; 2025Q3: 21,519 shares; 2025Q4: 21,514 shares 21,514 $1.8M 0.09% -5 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: 6,799 shares; 2024Q4: 4,386 shares; 2025Q1: 4,109 shares; 2025Q2: 3,339 shares; 2025Q3: 3,201 shares; 2025Q4: 3,102 shares 3,102 $1.76M 0.09% -99 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: 6,211 shares; 2024Q4: 5,615 shares; 2025Q1: 6,130 shares; 2025Q2: 6,289 shares; 2025Q3: 6,321 shares; 2025Q4: 6,394 shares 6,394 $1.72M 0.09% +73 Timeline TAXF 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: 41,529 shares; 2024Q4: 40,427 shares; 2025Q1: 38,957 shares; 2025Q2: 37,906 shares; 2025Q3: 35,054 shares; 2025Q4: 34,102 shares 34,102 $1.72M 0.09% -952 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: 12,097 shares; 2024Q4: 10,632 shares; 2025Q1: 9,786 shares; 2025Q2: 9,654 shares; 2025Q3: 10,062 shares; 2025Q4: 10,968 shares 10,968 $1.7M 0.08% +906 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: 9,789 shares; 2024Q4: 8,789 shares; 2025Q1: 6,741 shares; 2025Q2: 7,017 shares; 2025Q3: 6,785 shares; 2025Q4: 6,574 shares 6,574 $1.7M 0.08% -211 Timeline SNPE 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: 33,889 shares; 2024Q4: 30,773 shares; 2025Q1: 27,450 shares; 2025Q2: 27,489 shares; 2025Q3: 26,452 shares; 2025Q4: 26,497 shares 26,497 $1.65M 0.08% +45 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: 11,353 shares; 2024Q4: 8,206 shares; 2025Q1: 8,182 shares; 2025Q2: 8,191 shares; 2025Q3: 8,304 shares; 2025Q4: 7,585 shares 7,585 $1.65M 0.08% -719 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: 11,584 shares; 2024Q4: 11,158 shares; 2025Q1: 13,166 shares; 2025Q2: 13,712 shares; 2025Q3: 20,030 shares; 2025Q4: 20,111 shares 20,111 $1.64M 0.08% +81 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: 32,320 shares; 2024Q4: 31,937 shares; 2025Q1: 29,483 shares; 2025Q2: 27,261 shares; 2025Q3: 26,437 shares; 2025Q4: 54,960 shares 54,960 $1.64M 0.08% +28,523 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: 2,420 shares; 2024Q4: 2,669 shares; 2025Q1: 2,598 shares; 2025Q2: 2,889 shares; 2025Q3: 2,924 shares; 2025Q4: 2,857 shares 2,857 $1.63M 0.08% -67 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,642 shares; 2024Q4: 50,210 shares; 2025Q1: 67,589 shares; 2025Q2: 70,154 shares; 2025Q3: 72,531 shares; 2025Q4: 53,793 shares 53,793 $1.62M 0.08% -18,738 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 8,969 shares; 2025Q1: 8,619 shares; 2025Q2: 8,619 shares; 2025Q3: 8,644 shares; 2025Q4: 8,694 shares 8,694 $1.57M 0.08% +50 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: 23,379 shares; 2024Q4: 7,611 shares; 2025Q1: 7,646 shares; 2025Q2: 9,463 shares; 2025Q3: 9,696 shares; 2025Q4: 9,619 shares 9,619 $1.55M 0.08% -77 Timeline KNG 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: 215,375 shares; 2024Q4: 207,582 shares; 2025Q1: 41,407 shares; 2025Q2: 38,608 shares; 2025Q3: 38,093 shares; 2025Q4: 31,027 shares 31,027 $1.52M 0.08% -7,066 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: 22,920 shares; 2024Q4: 22,947 shares; 2025Q1: 22,963 shares; 2025Q2: 24,192 shares; 2025Q3: 22,781 shares; 2025Q4: 23,003 shares 23,003 $1.52M 0.08% +222 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: 92,402 shares; 2024Q4: 89,950 shares; 2025Q1: 16,154 shares; 2025Q2: 15,880 shares; 2025Q3: 16,029 shares; 2025Q4: 15,748 shares 15,748 $1.51M 0.08% -281 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: 6,693 shares; 2024Q4: 5,860 shares; 2025Q1: 4,859 shares; 2025Q2: 6,788 shares; 2025Q3: 6,999 shares; 2025Q4: 7,034 shares 7,034 $1.51M 0.08% +35 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: 7,047 shares; 2024Q4: 7,082 shares; 2025Q1: 7,114 shares; 2025Q2: 6,770 shares; 2025Q3: 5,790 shares; 2025Q4: 5,606 shares 5,606 $1.49M 0.07% -184 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: 4,709 shares; 2024Q4: 4,913 shares; 2025Q1: 4,769 shares; 2025Q2: 4,590 shares; 2025Q3: 4,608 shares; 2025Q4: 4,535 shares 4,535 $1.48M 0.07% -73 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,189 shares; 2024Q4: 2,125 shares; 2025Q1: 1,963 shares; 2025Q2: 1,942 shares; 2025Q3: 2,004 shares; 2025Q4: 1,969 shares 1,969 $1.48M 0.07% -35 Timeline JMUB 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: 7,796 shares; 2024Q4: 9,629 shares; 2025Q1: 9,404 shares; 2025Q2: 19,754 shares; 2025Q3: 21,972 shares; 2025Q4: 29,347 shares 29,347 $1.48M 0.07% +7,375 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,620 shares; 2024Q4: 29,903 shares; 2025Q1: 24,142 shares; 2025Q2: 24,730 shares; 2025Q3: 28,271 shares; 2025Q4: 14,484 shares 14,484 $1.46M 0.07% -13,787 Timeline DBEF 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: 24,888 shares; 2024Q4: 25,464 shares; 2025Q1: 28,262 shares; 2025Q2: 28,667 shares; 2025Q3: 29,575 shares; 2025Q4: 30,356 shares 30,356 $1.46M 0.07% +781 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: 114,981 shares; 2024Q4: 197,898 shares; 2025Q1: 159,040 shares; 2025Q2: 133,455 shares; 2025Q3: 24,587 shares; 2025Q4: 9,914 shares 9,914 $1.45M 0.07% -14,673 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: 20,751 shares; 2024Q4: 16,742 shares; 2025Q1: 18,309 shares; 2025Q2: 18,580 shares; 2025Q3: 18,579 shares; 2025Q4: 18,057 shares 18,057 $1.43M 0.07% -522 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: 3,616 shares; 2025Q2: 3,566 shares; 2025Q3: 3,625 shares; 2025Q4: 3,626 shares 3,626 $1.41M 0.07% +1 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: 16,013 shares; 2024Q4: 16,281 shares; 2025Q1: 19,557 shares; 2025Q2: 20,878 shares; 2025Q3: 21,034 shares; 2025Q4: 20,578 shares 20,578 $1.38M 0.07% -456 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: 15,037 shares; 2024Q4: 15,037 shares; 2025Q1: 14,437 shares; 2025Q2: 10,113 shares; 2025Q3: 10,113 shares; 2025Q4: 9,863 shares 9,863 $1.36M 0.07% -250 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: 6,657 shares; 2024Q4: 5,677 shares; 2025Q1: 186,542 shares; 2025Q2: 264,434 shares; 2025Q3: 171,414 shares; 2025Q4: 23,252 shares 23,252 $1.36M 0.07% -148,162 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: 6,852 shares; 2024Q4: 6,854 shares; 2025Q1: 6,871 shares; 2025Q2: 4,006 shares; 2025Q3: 4,305 shares; 2025Q4: 4,331 shares 4,331 $1.36M 0.07% +26 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: 42,303 shares; 2024Q4: 42,260 shares; 2025Q1: 42,077 shares; 2025Q2: 39,664 shares; 2025Q3: 42,342 shares; 2025Q4: 36,554 shares 36,554 $1.35M 0.07% -5,788 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: 1,540 shares; 2024Q4: 1,544 shares; 2025Q1: 1,536 shares; 2025Q2: 1,691 shares; 2025Q3: 2,803 shares; 2025Q4: 2,838 shares 2,838 $1.34M 0.07% +35 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: 9,451 shares; 2024Q4: 10,504 shares; 2025Q1: 13,176 shares; 2025Q2: 13,183 shares; 2025Q3: 14,080 shares; 2025Q4: 31,401 shares 31,401 $1.34M 0.07% +17,321 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,199 shares; 2024Q4: 13,517 shares; 2025Q1: 13,796 shares; 2025Q2: 16,255 shares; 2025Q3: 18,053 shares; 2025Q4: 46,940 shares 46,940 $1.34M 0.07% +28,887 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,741 shares; 2024Q4: 16,906 shares; 2025Q1: 17,696 shares; 2025Q2: 17,478 shares; 2025Q3: 17,694 shares; 2025Q4: 18,967 shares 18,967 $1.3M 0.06% +1,273 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,696 shares; 2024Q4: 4,699 shares; 2025Q1: 4,729 shares; 2025Q2: 4,453 shares; 2025Q3: 4,377 shares; 2025Q4: 4,380 shares 4,380 $1.26M 0.06% +3 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,665 shares; 2024Q4: 81,915 shares; 2025Q1: 82,315 shares; 2025Q2: 82,365 shares; 2025Q3: 59,614 shares; 2025Q4: 61,114 shares 61,114 $1.26M 0.06% +1,500 Timeline XBI 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: 10,387 shares; 2024Q4: 8,845 shares; 2025Q1: 10,455 shares; 2025Q2: 8,383 shares; 2025Q3: 9,537 shares; 2025Q4: 10,166 shares 10,166 $1.24M 0.06% +629 Timeline FHYS FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,396 shares; 2024Q4: 37,069 shares; 2025Q1: 49,324 shares; 2025Q2: 53,520 shares; 2025Q3: 53,807 shares; 2025Q4: 52,645 shares 52,645 $1.23M 0.06% -1,162 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,686 shares; 2024Q4: 19,741 shares; 2025Q1: 20,881 shares; 2025Q2: 21,481 shares; 2025Q3: 21,454 shares; 2025Q4: 18,479 shares 18,479 $1.23M 0.06% -2,975 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,761 shares; 2024Q4: 13,036 shares; 2025Q1: 11,431 shares; 2025Q2: 12,353 shares; 2025Q3: 26,370 shares; 2025Q4: 52,374 shares 52,374 $1.22M 0.06% +26,004 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,498 shares; 2024Q4: 5,548 shares; 2025Q1: 5,670 shares; 2025Q2: 5,833 shares; 2025Q3: 6,084 shares; 2025Q4: 5,995 shares 5,995 $1.22M 0.06% -89 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,440 shares; 2024Q4: 9,440 shares; 2025Q1: 9,492 shares; 2025Q2: 9,992 shares; 2025Q3: 9,495 shares; 2025Q4: 8,999 shares 8,999 $1.22M 0.06% -496 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,824 shares; 2024Q4: 13,826 shares; 2025Q1: 13,827 shares; 2025Q2: 13,677 shares; 2025Q3: 13,004 shares; 2025Q4: 11,716 shares 11,716 $1.2M 0.06% -1,288 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 3,094 shares; 2025Q1: 3,614 shares; 2025Q2: 6,833 shares; 2025Q3: 8,428 shares; 2025Q4: 10,960 shares 10,960 $1.2M 0.06% +2,532 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 1,518 shares; 2025Q1: 1,518 shares; 2025Q2: 1,534 shares; 2025Q3: 1,548 shares; 2025Q4: 1,548 shares 1,548 $1.19M 0.06% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 1,840 shares; 2025Q1: 1,838 shares; 2025Q2: 1,814 shares; 2025Q3: 1,943 shares; 2025Q4: 1,922 shares 1,922 $1.16M 0.06% -21 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: 13,819 shares; 2024Q4: 11,527 shares; 2025Q1: 11,226 shares; 2025Q2: 10,574 shares; 2025Q3: 11,530 shares; 2025Q4: 14,913 shares 14,913 $1.16M 0.06% +3,383 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: 69,676 shares; 2024Q4: 69,869 shares; 2025Q1: 69,881 shares; 2025Q2: 66,901 shares; 2025Q3: 65,988 shares; 2025Q4: 63,072 shares 63,072 $1.15M 0.06% -2,916 Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,582 shares 32,582 $1.13M 0.06% new Timeline NFTY 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: 13,780 shares; 2024Q4: 12,980 shares; 2025Q1: 16,789 shares; 2025Q2: 16,689 shares; 2025Q3: 16,446 shares; 2025Q4: 19,203 shares 19,203 $1.12M 0.06% +2,757 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,399 shares; 2024Q4: 12,523 shares; 2025Q1: 12,479 shares; 2025Q2: 12,392 shares; 2025Q3: 12,542 shares; 2025Q4: 12,438 shares 12,438 $1.11M 0.06% -104 Timeline FSMB 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: 56,583 shares; 2024Q4: 56,594 shares; 2025Q1: 55,042 shares; 2025Q2: 55,042 shares; 2025Q3: 55,042 shares; 2025Q4: 55,042 shares 55,042 $1.1M 0.05% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,182 shares; 2024Q4: 12,805 shares; 2025Q1: 11,429 shares; 2025Q2: 10,748 shares; 2025Q3: 10,014 shares; 2025Q4: 9,839 shares 9,839 $1.08M 0.05% -175 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,328 shares; 2024Q4: 9,273 shares; 2025Q1: 6,176 shares; 2025Q2: 5,836 shares; 2025Q3: 5,648 shares; 2025Q4: 5,396 shares 5,396 $1.05M 0.05% -252 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,881 shares; 2024Q4: 26,411 shares; 2025Q1: 26,434 shares; 2025Q2: 26,457 shares; 2025Q3: 27,058 shares; 2025Q4: 27,062 shares 27,062 $1.04M 0.05% +4 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,310 shares; 2024Q4: 26,104 shares; 2025Q1: 25,852 shares; 2025Q2: 32,931 shares; 2025Q3: 34,723 shares; 2025Q4: 34,883 shares 34,883 $1.03M 0.05% +160 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: 16,579 shares; 2024Q4: 16,774 shares; 2025Q1: 17,797 shares; 2025Q2: 18,702 shares; 2025Q3: 18,923 shares; 2025Q4: 18,624 shares 18,624 $1.02M 0.05% -299 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: 622 shares; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 670 shares; 2025Q3: 1,490 shares; 2025Q4: 1,807 shares 1,807 $1.02M 0.05% +317 Timeline FEMB 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: 45,564 shares; 2024Q4: 42,303 shares; 2025Q1: 40,629 shares; 2025Q2: 39,724 shares; 2025Q3: 37,288 shares; 2025Q4: 33,973 shares 33,973 $1.01M 0.05% -3,315 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,747 shares 26,747 $1.01M 0.05% new 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: 7,192 shares; 2025Q1: 7,242 shares; 2025Q2: 8,683 shares; 2025Q3: 8,508 shares; 2025Q4: 7,627 shares 7,627 $999K 0.05% -881 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: 5,122 shares; 2024Q4: 4,609 shares; 2025Q1: 4,721 shares; 2025Q2: 4,810 shares; 2025Q3: 4,736 shares; 2025Q4: 4,630 shares 4,630 $967K 0.05% -106 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: 8,087 shares; 2024Q4: 7,849 shares; 2025Q1: 7,852 shares; 2025Q2: 7,806 shares; 2025Q3: 7,734 shares; 2025Q4: 7,247 shares 7,247 $962K 0.05% -487 Timeline FDT 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: 10,458 shares; 2024Q4: 10,957 shares; 2025Q1: 11,064 shares; 2025Q2: 11,298 shares; 2025Q3: 11,638 shares; 2025Q4: 12,040 shares 12,040 $957K 0.05% +402 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,851 shares; 2024Q4: 3,880 shares; 2025Q1: 4,171 shares; 2025Q2: 4,034 shares; 2025Q3: 4,041 shares; 2025Q4: 4,111 shares 4,111 $946K 0.05% +70 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: 9,590 shares; 2024Q4: 9,774 shares; 2025Q1: 9,674 shares; 2025Q2: 9,699 shares; 2025Q3: 9,547 shares; 2025Q4: 9,729 shares 9,729 $937K 0.05% +182 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,376 shares; 2024Q4: 12,435 shares; 2025Q1: 11,943 shares; 2025Q2: 11,849 shares; 2025Q3: 9,268 shares; 2025Q4: 9,016 shares 9,016 $919K 0.05% -252 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,441 shares; 2024Q4: 49,357 shares; 2025Q1: 57,299 shares; 2025Q2: 62,948 shares; 2025Q3: 63,748 shares; 2025Q4: 63,598 shares 63,598 $916K 0.05% -150 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: 649 shares; 2024Q4: 696 shares; 2025Q1: 741 shares; 2025Q2: 742 shares; 2025Q3: 749 shares; 2025Q4: 750 shares 750 $911K 0.05% +1 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,426,856 shares; 2024Q4: 10,084,231 shares; 2025Q1: 168,842 shares; 2025Q2: 95,675 shares; 2025Q3: 99,416 shares; 2025Q4: 104,478 shares 104,478 $910K 0.05% +5,062 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: 2,259 shares; 2024Q4: 2,344 shares; 2025Q1: 2,178 shares; 2025Q2: 2,679 shares; 2025Q3: 2,697 shares; 2025Q4: 2,708 shares 2,708 $908K 0.05% +11 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,113 shares; 2024Q4: 7,642 shares; 2025Q1: 7,492 shares; 2025Q2: 7,482 shares; 2025Q3: 7,363 shares; 2025Q4: 6,981 shares 6,981 $901K 0.04% -382 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: 9,544 shares; 2024Q4: 9,544 shares; 2025Q1: 9,721 shares; 2025Q2: 10,057 shares; 2025Q3: 10,323 shares; 2025Q4: 10,207 shares 10,207 $890K 0.04% -116 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,387 shares; 2024Q4: 6,003 shares; 2025Q1: 6,178 shares; 2025Q2: 6,178 shares; 2025Q3: 7,365 shares; 2025Q4: 7,354 shares 7,354 $881K 0.04% -11 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,816 shares; 2024Q4: 14,072 shares; 2025Q1: 14,072 shares; 2025Q2: 13,664 shares; 2025Q3: 12,814 shares; 2025Q4: 10,049 shares 10,049 $867K 0.04% -2,765 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,290 shares; 2024Q4: 24,540 shares; 2025Q1: 24,790 shares; 2025Q2: 24,292 shares; 2025Q3: 25,633 shares; 2025Q4: 26,905 shares 26,905 $863K 0.04% +1,272 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: 5,683 shares; 2024Q4: 5,684 shares; 2025Q1: 5,923 shares; 2025Q2: 6,734 shares; 2025Q3: 6,662 shares; 2025Q4: 6,495 shares 6,495 $860K 0.04% -167 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,921 shares 11,921 $855K 0.04% new Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,146 shares; 2024Q4: 15,656 shares; 2025Q1: 16,070 shares; 2025Q2: 15,464 shares; 2025Q3: 20,600 shares; 2025Q4: 3,362 shares 3,362 $848K 0.04% -17,238 Timeline IFV 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: 36,622 shares; 2024Q4: 36,385 shares; 2025Q1: 35,955 shares; 2025Q2: 35,369 shares; 2025Q3: 34,091 shares; 2025Q4: 34,109 shares 34,109 $847K 0.04% +18 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 2,297 shares; 2025Q1: 2,272 shares; 2025Q2: 2,045 shares; 2025Q3: 2,026 shares; 2025Q4: 2,007 shares 2,007 $842K 0.04% -19 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: 7,623 shares; 2024Q4: 7,591 shares; 2025Q1: 7,395 shares; 2025Q2: 7,367 shares; 2025Q3: 7,010 shares; 2025Q4: 6,940 shares 6,940 $834K 0.04% -70 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: 2,178 shares; 2024Q4: 2,324 shares; 2025Q1: 2,435 shares; 2025Q2: 2,436 shares; 2025Q3: 2,377 shares; 2025Q4: 2,329 shares 2,329 $821K 0.04% -48 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,960 shares; 2024Q4: 28,255 shares; 2025Q1: 28,304 shares; 2025Q2: 28,473 shares; 2025Q3: 29,392 shares; 2025Q4: 29,680 shares 29,680 $816K 0.04% +288 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,059 shares; 2024Q4: 16,809 shares; 2025Q1: 16,809 shares; 2025Q2: 17,304 shares; 2025Q3: 17,504 shares; 2025Q4: 17,009 shares 17,009 $814K 0.04% -495 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: 4,002 shares; 2024Q4: 3,853 shares; 2025Q1: 2,781 shares; 2025Q2: 3,137 shares; 2025Q3: 2,785 shares; 2025Q4: 3,695 shares 3,695 $812K 0.04% +910 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: 2,088 shares; 2024Q4: 2,046 shares; 2025Q1: 2,245 shares; 2025Q2: 2,216 shares; 2025Q3: 2,518 shares; 2025Q4: 2,524 shares 2,524 $804K 0.04% +6 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,236 shares; 2024Q4: 20,270 shares; 2025Q1: 20,270 shares; 2025Q2: 20,270 shares; 2025Q3: 20,182 shares; 2025Q4: 20,282 shares 20,282 $804K 0.04% +100 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,292 shares; 2024Q4: 186,978 shares; 2025Q1: 29,821 shares; 2025Q2: 29,632 shares; 2025Q3: 49,567 shares; 2025Q4: 47,852 shares 47,852 $797K 0.04% -1,715 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,590 shares; 2024Q4: 17,727 shares; 2025Q1: 17,740 shares; 2025Q2: 16,561 shares; 2025Q3: 16,609 shares; 2025Q4: 16,050 shares 16,050 $790K 0.04% -559 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: 3,354 shares; 2024Q4: 3,228 shares; 2025Q1: 3,494 shares; 2025Q2: 3,494 shares; 2025Q3: 3,671 shares; 2025Q4: 3,591 shares 3,591 $789K 0.04% -80 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: 7,794 shares; 2024Q4: 7,483 shares; 2025Q1: 6,858 shares; 2025Q2: 9,553 shares; 2025Q3: 8,821 shares; 2025Q4: 8,788 shares 8,788 $786K 0.04% -33 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: 57,120 shares; 2024Q4: 54,981 shares; 2025Q1: 53,828 shares; 2025Q2: 53,925 shares; 2025Q3: 58,864 shares; 2025Q4: 57,974 shares 57,974 $761K 0.04% -890 Timeline COPJ SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,298 shares 19,298 $758K 0.04% new Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,880 shares; 2024Q4: 34,880 shares; 2025Q1: 32,880 shares; 2025Q2: 32,880 shares; 2025Q3: 32,880 shares; 2025Q4: 31,339 shares 31,339 $753K 0.04% -1,541 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,780 shares; 2024Q4: 10,782 shares; 2025Q1: 10,784 shares; 2025Q2: 9,286 shares; 2025Q3: 9,014 shares; 2025Q4: 9,016 shares 9,016 $748K 0.04% +2 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,565 shares; 2024Q4: 56,392 shares; 2025Q1: 58,816 shares; 2025Q2: 66,280 shares; 2025Q3: 85,659 shares; 2025Q4: 15,792 shares 15,792 $734K 0.04% -69,867 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,600 shares; 2024Q4: 42,700 shares; 2025Q1: 41,300 shares; 2025Q2: 41,122 shares; 2025Q3: 40,600 shares; 2025Q4: 39,099 shares 39,099 $733K 0.04% -1,501 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: 33,035 shares; 2024Q4: 21,935 shares; 2025Q1: 15,999 shares; 2025Q2: 20,600 shares; 2025Q3: 27,685 shares; 2025Q4: 27,775 shares 27,775 $727K 0.04% +90 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,732 shares; 2024Q4: 11,297 shares; 2025Q1: 9,892 shares; 2025Q2: 8,015 shares; 2025Q3: 6,212 shares; 2025Q4: 5,215 shares 5,215 $720K 0.04% -997 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 4,135 shares; 2025Q1: 5,964 shares; 2025Q2: 7,095 shares; 2025Q3: 7,815 shares; 2025Q4: 8,416 shares 8,416 $712K 0.04% +601 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,974 shares; 2025Q4: 5,660 shares 5,660 $712K 0.04% +3,686 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: 2,835 shares; 2024Q4: 3,755 shares; 2025Q1: 3,447 shares; 2025Q2: 3,244 shares; 2025Q3: 3,252 shares; 2025Q4: 3,282 shares 3,282 $696K 0.03% +30 Timeline JPIE 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: 6,050 shares; 2025Q3: 9,010 shares; 2025Q4: 14,769 shares 14,769 $686K 0.03% +5,759 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: 7,839 shares; 2024Q4: 7,752 shares; 2025Q1: 5,761 shares; 2025Q2: 5,348 shares; 2025Q3: 5,348 shares; 2025Q4: 5,269 shares 5,269 $680K 0.03% -79 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,956 shares; 2024Q4: 4,252 shares; 2025Q1: 4,199 shares; 2025Q2: 4,080 shares; 2025Q3: 4,016 shares; 2025Q4: 3,983 shares 3,983 $672K 0.03% -33 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,483 shares; 2024Q4: 3,633 shares; 2025Q1: 3,639 shares; 2025Q2: 3,647 shares; 2025Q3: 3,387 shares; 2025Q4: 3,243 shares 3,243 $670K 0.03% -144 Timeline ACWI 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: 4,344 shares; 2024Q4: 4,620 shares; 2025Q1: 4,216 shares; 2025Q2: 4,412 shares; 2025Q3: 4,719 shares; 2025Q4: 4,675 shares 4,675 $661K 0.03% -44 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,877 shares; 2024Q4: 13,626 shares; 2025Q1: 11,432 shares; 2025Q2: 12,865 shares; 2025Q3: 13,806 shares; 2025Q4: 13,782 shares 13,782 $661K 0.03% -24 Timeline JEPI 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: 6,739 shares; 2024Q4: 12,140 shares; 2025Q1: 7,069 shares; 2025Q2: 8,337 shares; 2025Q3: 10,273 shares; 2025Q4: 11,501 shares 11,501 $659K 0.03% +1,228 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: 1,812 shares; 2024Q4: 1,368 shares; 2025Q1: 1,433 shares; 2025Q2: 1,343 shares; 2025Q3: 1,853 shares; 2025Q4: 1,827 shares 1,827 $658K 0.03% -26 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: not reported; 2024Q4: 2,582 shares; 2025Q1: 2,492 shares; 2025Q2: 3,579 shares; 2025Q3: 4,367 shares; 2025Q4: 4,311 shares 4,311 $655K 0.03% -56 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,887 shares; 2024Q4: 3,938 shares; 2025Q1: 3,458 shares; 2025Q2: 4,729 shares; 2025Q3: 4,531 shares; 2025Q4: 4,532 shares 4,532 $650K 0.03% +1 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: 1,519 shares; 2024Q4: 1,581 shares; 2025Q1: 1,582 shares; 2025Q2: 1,572 shares; 2025Q3: 2,128 shares; 2025Q4: 2,113 shares 2,113 $638K 0.03% -15 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: 13,005 shares; 2024Q4: 14,823 shares; 2025Q1: 12,790 shares; 2025Q2: 12,867 shares; 2025Q3: 12,847 shares; 2025Q4: 12,860 shares 12,860 $632K 0.03% +13 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,534 shares; 2024Q4: 3,374 shares; 2025Q1: 3,243 shares; 2025Q2: 3,236 shares; 2025Q3: 3,398 shares; 2025Q4: 3,430 shares 3,430 $621K 0.03% +32 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: 10,306 shares; 2024Q4: 9,614 shares; 2025Q1: 9,614 shares; 2025Q2: 9,749 shares; 2025Q3: 10,709 shares; 2025Q4: 12,226 shares 12,226 $621K 0.03% +1,517 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: 1,882 shares; 2024Q4: 1,821 shares; 2025Q1: 1,963 shares; 2025Q2: 1,922 shares; 2025Q3: 2,179 shares; 2025Q4: 2,076 shares 2,076 $615K 0.03% -103 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: 1,427 shares; 2024Q4: 1,427 shares; 2025Q1: 1,341 shares; 2025Q2: 1,341 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares 1,350 $612K 0.03% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 2,052 shares; 2025Q1: 2,156 shares; 2025Q2: 2,256 shares; 2025Q3: 2,335 shares; 2025Q4: 2,233 shares 2,233 $610K 0.03% -102 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,809 shares; 2024Q4: 8,878 shares; 2025Q1: 8,726 shares; 2025Q2: 9,251 shares; 2025Q3: 9,185 shares; 2025Q4: 9,077 shares 9,077 $608K 0.03% -108 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: 7,767 shares; 2024Q4: 8,525 shares; 2025Q1: 6,853 shares; 2025Q2: 6,121 shares; 2025Q3: 6,321 shares; 2025Q4: 6,298 shares 6,298 $590K 0.03% -23 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,188 shares; 2024Q4: 74,788 shares; 2025Q1: 105,500 shares; 2025Q2: 103,609 shares; 2025Q3: 109,986 shares; 2025Q4: 15,919 shares 15,919 $589K 0.03% -94,067 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: 10,839 shares; 2024Q4: 10,451 shares; 2025Q1: 10,518 shares; 2025Q2: 10,241 shares; 2025Q3: 10,028 shares; 2025Q4: 10,036 shares 10,036 $581K 0.03% +8 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,589 shares; 2024Q4: 10,394 shares; 2025Q1: 9,494 shares; 2025Q2: 7,320 shares; 2025Q3: 7,320 shares; 2025Q4: 7,300 shares 7,300 $578K 0.03% -20 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,638 shares; 2024Q4: 3,638 shares; 2025Q1: 3,425 shares; 2025Q2: 2,944 shares; 2025Q3: 2,092 shares; 2025Q4: 2,033 shares 2,033 $576K 0.03% -59 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 8,564 shares; 2025Q1: 8,592 shares; 2025Q2: 8,241 shares; 2025Q3: 7,026 shares; 2025Q4: 7,064 shares 7,064 $567K 0.03% +38 Timeline IGLD 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: 12,888 shares; 2024Q4: 19,638 shares; 2025Q1: 20,631 shares; 2025Q2: 21,208 shares; 2025Q3: 21,957 shares; 2025Q4: 22,320 shares 22,320 $558K 0.03% +363 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: 5,473 shares; 2024Q4: 5,529 shares; 2025Q1: 6,153 shares; 2025Q2: 7,599 shares; 2025Q3: 6,788 shares; 2025Q4: 7,016 shares 7,016 $553K 0.03% +228 Timeline FTSL 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: 137,175 shares; 2024Q4: 171,723 shares; 2025Q1: 188,852 shares; 2025Q2: 13,260 shares; 2025Q3: 13,694 shares; 2025Q4: 12,007 shares 12,007 $551K 0.03% -1,687 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: 2,175 shares; 2024Q4: 2,300 shares; 2025Q1: 2,310 shares; 2025Q2: 2,215 shares; 2025Q3: 2,144 shares; 2025Q4: 2,085 shares 2,085 $549K 0.03% -59 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,136 shares; 2024Q4: 27,636 shares; 2025Q1: 31,236 shares; 2025Q2: 31,236 shares; 2025Q3: 36,386 shares; 2025Q4: 38,410 shares 38,410 $547K 0.03% +2,024 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: 3,869 shares; 2024Q4: 4,058 shares; 2025Q1: 4,172 shares; 2025Q2: 4,446 shares; 2025Q3: 4,640 shares; 2025Q4: 4,792 shares 4,792 $545K 0.03% +152 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,261 shares; 2025Q1: 14,255 shares; 2025Q2: 14,683 shares; 2025Q3: 18,344 shares; 2025Q4: 22,667 shares 22,667 $545K 0.03% +4,323 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: 20,388 shares; 2024Q4: 22,849 shares; 2025Q1: 31,326 shares; 2025Q2: 33,159 shares; 2025Q3: 45,181 shares; 2025Q4: 5,528 shares 5,528 $540K 0.03% -39,653 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 39,660 shares; 2025Q4: 39,705 shares 39,705 $534K 0.03% +45 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: 1,227 shares; 2024Q4: 1,374 shares; 2025Q1: 1,640 shares; 2025Q2: 1,680 shares; 2025Q3: 1,886 shares; 2025Q4: 1,851 shares 1,851 $533K 0.03% -35 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 1,779 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,741 shares; 2025Q4: 1,789 shares 1,789 $525K 0.03% +48 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,149 shares; 2024Q4: 44,149 shares; 2025Q1: 44,149 shares; 2025Q2: 44,149 shares; 2025Q3: 44,149 shares; 2025Q4: 44,149 shares 44,149 $523K 0.03% 0 Timeline VTWO 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: 4,792 shares; 2024Q4: 3,811 shares; 2025Q1: 3,798 shares; 2025Q2: 4,932 shares; 2025Q3: 5,124 shares; 2025Q4: 5,205 shares 5,205 $518K 0.03% +81 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,850 shares; 2024Q4: 8,511 shares; 2025Q1: 8,314 shares; 2025Q2: 8,320 shares; 2025Q3: 8,168 shares; 2025Q4: 8,101 shares 8,101 $510K 0.03% -67 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,498 shares; 2025Q1: 1,753 shares; 2025Q2: 1,823 shares; 2025Q3: 1,825 shares; 2025Q4: 1,827 shares 1,827 $506K 0.03% +2 Timeline FXI 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: 7,533 shares; 2025Q1: 158 shares; 2025Q2: not reported; 2025Q3: 5,987 shares; 2025Q4: 13,168 shares 13,168 $504K 0.03% +7,181 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: 381 shares; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 5,715 shares; 2025Q3: 5,715 shares; 2025Q4: 5,505 shares 5,505 $502K 0.03% -210 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: 2,537 shares; 2024Q4: 2,540 shares; 2025Q1: 2,429 shares; 2025Q2: 2,616 shares; 2025Q3: 2,844 shares; 2025Q4: 2,825 shares 2,825 $501K 0.02% -19 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,058 shares; 2024Q4: 12,883 shares; 2025Q1: 15,985 shares; 2025Q2: 22,516 shares; 2025Q3: 26,389 shares; 2025Q4: 2,411 shares 2,411 $501K 0.02% -23,978 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: not reported; 2024Q4: 4,191 shares; 2025Q1: 3,988 shares; 2025Q2: 4,041 shares; 2025Q3: 4,041 shares; 2025Q4: 4,041 shares 4,041 $498K 0.02% 0 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: 6,871 shares; 2024Q4: 6,169 shares; 2025Q1: 5,429 shares; 2025Q2: 5,429 shares; 2025Q3: 4,958 shares; 2025Q4: 4,758 shares 4,758 $495K 0.02% -200 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,999 shares; 2024Q4: 4,009 shares; 2025Q1: 4,566 shares; 2025Q2: 4,396 shares; 2025Q3: 5,150 shares; 2025Q4: 5,370 shares 5,370 $490K 0.02% +220 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: 8,943 shares; 2024Q4: 8,524 shares; 2025Q1: 8,405 shares; 2025Q2: 8,151 shares; 2025Q3: 8,568 shares; 2025Q4: 8,126 shares 8,126 $488K 0.02% -442 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,088 shares; 2024Q4: 14,198 shares; 2025Q1: 14,001 shares; 2025Q2: 13,713 shares; 2025Q3: 14,098 shares; 2025Q4: 8,721 shares 8,721 $471K 0.02% -5,377 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 10,467 shares; 2025Q4: 14,065 shares 14,065 $465K 0.02% +3,598 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: 216 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 224 shares; 2025Q3: 229 shares; 2025Q4: 229 shares 229 $461K 0.02% 0 Timeline SCHE 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: 8,996 shares; 2025Q1: 11,704 shares; 2025Q2: 11,991 shares; 2025Q3: 12,718 shares; 2025Q4: 14,014 shares 14,014 $459K 0.02% +1,296 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,248 shares; 2024Q4: 8,251 shares; 2025Q1: 8,255 shares; 2025Q2: 8,373 shares; 2025Q3: 8,396 shares; 2025Q4: 8,401 shares 8,401 $444K 0.02% +5 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: 6,120 shares; 2024Q4: 6,099 shares; 2025Q1: 5,975 shares; 2025Q2: 10,101 shares; 2025Q3: 10,181 shares; 2025Q4: 10,168 shares 10,168 $443K 0.02% -13 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: 2,331 shares; 2024Q4: 2,390 shares; 2025Q1: 2,390 shares; 2025Q2: 2,916 shares; 2025Q3: 2,918 shares; 2025Q4: 2,918 shares 2,918 $441K 0.02% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,569 shares; 2024Q4: 19,556 shares; 2025Q1: 23,436 shares; 2025Q2: 16,403 shares; 2025Q3: 15,871 shares; 2025Q4: 16,084 shares 16,084 $441K 0.02% +213 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,019 shares; 2024Q4: 6,019 shares; 2025Q1: 6,047 shares; 2025Q2: 6,047 shares; 2025Q3: 5,112 shares; 2025Q4: 4,754 shares 4,754 $439K 0.02% -358 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 2,000 shares; 2025Q4: 2,000 shares 2,000 $435K 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: 3,454 shares; 2025Q3: 4,618 shares; 2025Q4: 4,441 shares 4,441 $431K 0.02% -177 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,657 shares; 2024Q4: 7,652 shares; 2025Q1: 7,662 shares; 2025Q2: 7,675 shares; 2025Q3: 7,687 shares; 2025Q4: 7,699 shares 7,699 $425K 0.02% +12 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 6,166 shares; 2025Q1: 6,147 shares; 2025Q2: 12,667 shares; 2025Q3: 10,750 shares; 2025Q4: 10,555 shares 10,555 $424K 0.02% -195 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: 2,523 shares; 2024Q4: 2,525 shares; 2025Q1: 2,445 shares; 2025Q2: 2,969 shares; 2025Q3: 3,016 shares; 2025Q4: 3,018 shares 3,018 $420K 0.02% +2 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: 3,733 shares; 2024Q4: 3,200 shares; 2025Q1: 3,994 shares; 2025Q2: 3,985 shares; 2025Q3: 4,289 shares; 2025Q4: 9,253 shares 9,253 $420K 0.02% +4,964 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,200 shares; 2025Q2: 12,135 shares; 2025Q3: 12,680 shares; 2025Q4: 15,757 shares 15,757 $413K 0.02% +3,077 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 10,345 shares; 2025Q2: 10,345 shares; 2025Q3: 10,846 shares; 2025Q4: 21,301 shares 21,301 $412K 0.02% +10,455 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,835 shares; 2024Q4: 103,754 shares; 2025Q1: 125 shares; 2025Q2: 99 shares; 2025Q3: 5,667 shares; 2025Q4: 14,874 shares 14,874 $412K 0.02% +9,207 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 3,893 shares; 2025Q3: 4,683 shares; 2025Q4: 5,747 shares 5,747 $412K 0.02% +1,064 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 321 shares; 2025Q4: 309 shares 309 $411K 0.02% -12 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,669 shares; 2024Q4: 7,643 shares; 2025Q1: 7,438 shares; 2025Q2: 7,451 shares; 2025Q3: 7,667 shares; 2025Q4: 7,686 shares 7,686 $410K 0.02% +19 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: 1,973 shares; 2024Q4: 2,050 shares; 2025Q1: 10,722 shares; 2025Q2: 12,863 shares; 2025Q3: 4,172 shares; 2025Q4: 3,987 shares 3,987 $410K 0.02% -185 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: 7,591 shares; 2024Q4: 6,616 shares; 2025Q1: 7,195 shares; 2025Q2: 7,531 shares; 2025Q3: 7,804 shares; 2025Q4: 8,404 shares 8,404 $403K 0.02% +600 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,518 shares; 2025Q2: 3,533 shares; 2025Q3: 3,717 shares; 2025Q4: 5,253 shares 5,253 $400K 0.02% +1,536 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,379 shares; 2024Q4: 4,349 shares; 2025Q1: 4,349 shares; 2025Q2: 4,449 shares; 2025Q3: 4,804 shares; 2025Q4: 5,007 shares 5,007 $399K 0.02% +203 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,700 shares; 2025Q1: 26,900 shares; 2025Q2: 26,685 shares; 2025Q3: 18,685 shares; 2025Q4: 16,200 shares 16,200 $395K 0.02% -2,485 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: 3,643 shares; 2024Q4: 3,612 shares; 2025Q1: 3,680 shares; 2025Q2: 3,646 shares; 2025Q3: 3,397 shares; 2025Q4: 3,377 shares 3,377 $394K 0.02% -20 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,986 shares; 2024Q4: 289,987 shares; 2025Q1: 305,138 shares; 2025Q2: 217,563 shares; 2025Q3: 172,761 shares; 2025Q4: 8,508 shares 8,508 $392K 0.02% -164,253 Timeline CTOS CUSTOM TRUCK ONE SOURCE INC More: the full row for CUSTOM TRUCK ONE SOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,000 shares; 2024Q4: 68,000 shares; 2025Q1: 68,000 shares; 2025Q2: 68,000 shares; 2025Q3: 68,000 shares; 2025Q4: 68,000 shares 68,000 $392K 0.02% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,547 shares; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,712 shares 1,712 $389K 0.02% +187 Timeline NYF 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: 7,269 shares; 2025Q2: 7,269 shares; 2025Q3: 7,269 shares; 2025Q4: 7,269 shares 7,269 $389K 0.02% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,723 shares; 2024Q4: 4,323 shares; 2025Q1: 4,323 shares; 2025Q2: 4,223 shares; 2025Q3: 4,223 shares; 2025Q4: 4,123 shares 4,123 $388K 0.02% -100 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,571 shares; 2025Q1: 17,136 shares; 2025Q2: 13,024 shares; 2025Q3: 13,690 shares; 2025Q4: 12,997 shares 12,997 $383K 0.02% -693 Timeline EES 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: 6,626 shares; 2024Q4: 7,381 shares; 2025Q1: 7,553 shares; 2025Q2: 6,067 shares; 2025Q3: 6,460 shares; 2025Q4: 6,666 shares 6,666 $380K 0.02% +206 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,499 shares; 2025Q2: 16,807 shares; 2025Q3: 19,657 shares; 2025Q4: 21,157 shares 21,157 $377K 0.02% +1,500 Timeline FEM 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: 11,820 shares; 2024Q4: 12,339 shares; 2025Q1: 12,676 shares; 2025Q2: 13,103 shares; 2025Q3: 13,486 shares; 2025Q4: 13,763 shares 13,763 $376K 0.02% +277 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 2,945 shares; 2025Q1: 2,948 shares; 2025Q2: 2,951 shares; 2025Q3: 2,876 shares; 2025Q4: 2,880 shares 2,880 $376K 0.02% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,932 shares; 2025Q3: 12,706 shares; 2025Q4: 13,826 shares 13,826 $372K 0.02% +1,120 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 1,950 shares 1,950 $369K 0.02% -200 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,335 shares; 2025Q3: 7,335 shares; 2025Q4: 7,335 shares 7,335 $369K 0.02% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,552 shares; 2024Q4: 3,777 shares; 2025Q1: 3,593 shares; 2025Q2: 3,626 shares; 2025Q3: 3,646 shares; 2025Q4: 3,666 shares 3,666 $366K 0.02% +20 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: not reported; 2024Q4: 9,173 shares; 2025Q1: 9,173 shares; 2025Q2: 10,255 shares; 2025Q3: 9,173 shares; 2025Q4: 9,173 shares 9,173 $363K 0.02% 0 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,128 shares; 2024Q4: 6,151 shares; 2025Q1: 6,173 shares; 2025Q2: 6,197 shares; 2025Q3: 6,219 shares; 2025Q4: 6,241 shares 6,241 $360K 0.02% +22 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: 5,878 shares; 2024Q4: 5,775 shares; 2025Q1: 5,496 shares; 2025Q2: 5,809 shares; 2025Q3: 5,192 shares; 2025Q4: 5,182 shares 5,182 $360K 0.02% -10 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,481 shares; 2024Q4: 54,845 shares; 2025Q1: 51,195 shares; 2025Q2: 58,149 shares; 2025Q3: 16,899 shares; 2025Q4: 15,170 shares 15,170 $359K 0.02% -1,729 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,984 shares; 2024Q4: 1,980 shares; 2025Q1: 1,801 shares; 2025Q2: 1,791 shares; 2025Q3: 1,930 shares; 2025Q4: 1,932 shares 1,932 $358K 0.02% +2 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: 10,370 shares; 2025Q3: 6,720 shares; 2025Q4: 5,045 shares 5,045 $352K 0.02% -1,675 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37 shares; 2025Q3: 63 shares; 2025Q4: 65 shares 65 $348K 0.02% +2 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,474 shares; 2024Q4: 2,473 shares; 2025Q1: 2,473 shares; 2025Q2: 2,473 shares; 2025Q3: 2,487 shares; 2025Q4: 2,408 shares 2,408 $347K 0.02% -79 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK 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: 10,411 shares; 2025Q3: 10,941 shares; 2025Q4: 9,130 shares 9,130 $347K 0.02% -1,811 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: 833 shares; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 768 shares; 2025Q3: 711 shares; 2025Q4: 713 shares 713 $343K 0.02% +2 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,529 shares; 2025Q4: 7,804 shares 7,804 $340K 0.02% +275 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537,752 shares; 2025Q3: 783,611 shares; 2025Q4: 14,262 shares 14,262 $334K 0.02% -769,349 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,331 shares; 2024Q4: not reported; 2025Q1: 5,905 shares; 2025Q2: not reported; 2025Q3: 6,924 shares; 2025Q4: 9,088 shares 9,088 $333K 0.02% +2,164 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,697 shares; 2024Q4: 5,833 shares; 2025Q1: 3,168 shares; 2025Q2: 3,114 shares; 2025Q3: 2,116 shares; 2025Q4: 1,816 shares 1,816 $330K 0.02% -300 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 7,327 shares; 2025Q1: 5,660 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares 5,600 $328K 0.02% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,027 shares; 2024Q4: 2,169 shares; 2025Q1: 2,098 shares; 2025Q2: 2,216 shares; 2025Q3: 2,295 shares; 2025Q4: 2,161 shares 2,161 $325K 0.02% -134 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 626 shares; 2025Q1: 677 shares; 2025Q2: not reported; 2025Q3: 602 shares; 2025Q4: 633 shares 633 $323K 0.02% +31 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,404 shares; 2024Q4: 13,703 shares; 2025Q1: 14,396 shares; 2025Q2: 14,497 shares; 2025Q3: 15,705 shares; 2025Q4: 16,824 shares 16,824 $323K 0.02% +1,119 Timeline FEP 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: 5,363 shares; 2024Q4: 5,618 shares; 2025Q1: 5,703 shares; 2025Q2: 5,736 shares; 2025Q3: 5,921 shares; 2025Q4: 5,964 shares 5,964 $321K 0.02% +43 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,969 shares; 2025Q4: 13,648 shares 13,648 $314K 0.02% -321 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: 1,872 shares; 2024Q4: 1,905 shares; 2025Q1: 1,946 shares; 2025Q2: 2,226 shares; 2025Q3: 2,777 shares; 2025Q4: 2,675 shares 2,675 $314K 0.02% -102 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,979 shares; 2024Q4: 10,880 shares; 2025Q1: 7,148 shares; 2025Q2: 8,013 shares; 2025Q3: 9,324 shares; 2025Q4: 7,756 shares 7,756 $313K 0.02% -1,568 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares 2,040 $313K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,508 shares; 2024Q4: 8,511 shares; 2025Q1: 9,168 shares; 2025Q2: 9,172 shares; 2025Q3: 8,597 shares; 2025Q4: 8,590 shares 8,590 $311K 0.02% -7 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: 1,270 shares; 2025Q3: 1,436 shares; 2025Q4: 1,434 shares 1,434 $308K 0.02% -2 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: 722 shares; 2024Q4: 722 shares; 2025Q1: 586 shares; 2025Q2: 490 shares; 2025Q3: 515 shares; 2025Q4: 525 shares 525 $305K 0.02% +10 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,376 shares 6,376 $303K 0.02% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 2,661 shares; 2025Q1: 2,702 shares; 2025Q2: 2,773 shares; 2025Q3: 2,062 shares; 2025Q4: 1,864 shares 1,864 $299K 0.01% -198 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: 4,999 shares; 2024Q4: 4,999 shares; 2025Q1: 4,999 shares; 2025Q2: 5,139 shares; 2025Q3: 5,929 shares; 2025Q4: 5,560 shares 5,560 $297K 0.01% -369 Timeline QQEW 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: 5,046 shares; 2024Q4: 5,040 shares; 2025Q1: 2,687 shares; 2025Q2: 2,036 shares; 2025Q3: 2,047 shares; 2025Q4: 2,072 shares 2,072 $295K 0.01% +25 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 868 shares; 2024Q4: 904 shares; 2025Q1: 868 shares; 2025Q2: 868 shares; 2025Q3: 868 shares; 2025Q4: 868 shares 868 $292K 0.01% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,213 shares; 2024Q4: 3,240 shares; 2025Q1: 3,267 shares; 2025Q2: 3,270 shares; 2025Q3: 3,179 shares; 2025Q4: 3,183 shares 3,183 $291K 0.01% +4 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 998 shares; 2025Q4: 1,000 shares 1,000 $290K 0.01% +2 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: 2,038 shares; 2024Q4: 2,043 shares; 2025Q1: 2,056 shares; 2025Q2: 2,141 shares; 2025Q3: 2,657 shares; 2025Q4: 2,583 shares 2,583 $290K 0.01% -74 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: 3,510 shares; 2024Q4: 3,510 shares; 2025Q1: 3,510 shares; 2025Q2: 3,510 shares; 2025Q3: 3,510 shares; 2025Q4: 3,510 shares 3,510 $290K 0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,100 shares; 2024Q4: 7,000 shares; 2025Q1: 7,250 shares; 2025Q2: 7,150 shares; 2025Q3: 6,900 shares; 2025Q4: 6,375 shares 6,375 $287K 0.01% -525 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,215 shares; 2024Q4: 3,406 shares; 2025Q1: 2,357 shares; 2025Q2: 1,711 shares; 2025Q3: 1,781 shares; 2025Q4: 1,793 shares 1,793 $287K 0.01% +12 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,577 shares; 2024Q4: 13,627 shares; 2025Q1: 13,627 shares; 2025Q2: 4,363 shares; 2025Q3: 4,022 shares; 2025Q4: 3,263 shares 3,263 $285K 0.01% -759 Timeline REVS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,472 shares; 2024Q4: 25,433 shares; 2025Q1: 25,429 shares; 2025Q2: 24,696 shares; 2025Q3: 23,011 shares; 2025Q4: 10,061 shares 10,061 $285K 0.01% -12,950 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,984 shares; 2024Q4: 10,200 shares; 2025Q1: 8,612 shares; 2025Q2: 6,531 shares; 2025Q3: 6,853 shares; 2025Q4: 7,040 shares 7,040 $283K 0.01% +187 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: 3,947 shares; 2024Q4: 3,102 shares; 2025Q1: 3,037 shares; 2025Q2: 2,199 shares; 2025Q3: 2,160 shares; 2025Q4: 2,160 shares 2,160 $281K 0.01% 0 Timeline SUSC 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: 10,136 shares; 2025Q1: 10,665 shares; 2025Q2: 12,074 shares; 2025Q3: 11,889 shares; 2025Q4: 11,991 shares 11,991 $280K 0.01% +102 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest 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: 6,779 shares 6,779 $280K 0.01% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,585 shares; 2025Q1: 1,587 shares; 2025Q2: 1,587 shares; 2025Q3: 1,590 shares; 2025Q4: 1,577 shares 1,577 $280K 0.01% -13 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,869 shares; 2024Q4: 21,669 shares; 2025Q1: 21,769 shares; 2025Q2: 23,369 shares; 2025Q3: 23,369 shares; 2025Q4: 23,369 shares 23,369 $278K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: not reported; 2025Q1: 3,121 shares; 2025Q2: 3,121 shares; 2025Q3: 3,121 shares; 2025Q4: 3,179 shares 3,179 $277K 0.01% +58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $276K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 2,253 shares; 2025Q1: 2,267 shares; 2025Q2: 1,911 shares; 2025Q3: 1,926 shares; 2025Q4: 1,947 shares 1,947 $275K 0.01% +21 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,089 shares; 2024Q4: 3,711 shares; 2025Q1: 3,712 shares; 2025Q2: 3,713 shares; 2025Q3: 3,715 shares; 2025Q4: 3,716 shares 3,716 $274K 0.01% +1 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: 7,071 shares; 2024Q4: 7,088 shares; 2025Q1: 6,456 shares; 2025Q2: 6,511 shares; 2025Q3: 3,862 shares; 2025Q4: 3,568 shares 3,568 $274K 0.01% -294 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,972 shares; 2025Q4: 5,972 shares 5,972 $274K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 3,317 shares 3,317 $271K 0.01% new Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,400 shares; 2024Q4: 20,000 shares; 2025Q1: 19,200 shares; 2025Q2: 18,100 shares; 2025Q3: 17,600 shares; 2025Q4: 12,475 shares 12,475 $269K 0.01% -5,125 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 662 shares; 2025Q1: 662 shares; 2025Q2: 647 shares; 2025Q3: 627 shares; 2025Q4: 604 shares 604 $268K 0.01% -23 Timeline FJP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,727 shares; 2025Q3: 3,850 shares; 2025Q4: 3,970 shares 3,970 $267K 0.01% +120 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: 2,495 shares; 2024Q4: 2,501 shares; 2025Q1: 2,371 shares; 2025Q2: 2,391 shares; 2025Q3: 2,391 shares; 2025Q4: 2,165 shares 2,165 $266K 0.01% -226 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,053 shares; 2024Q4: 11,241 shares; 2025Q1: 10,010 shares; 2025Q2: 9,104 shares; 2025Q3: 10,168 shares; 2025Q4: 1,666 shares 1,666 $265K 0.01% -8,502 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: 1,308 shares; 2024Q4: 1,252 shares; 2025Q1: 1,253 shares; 2025Q2: 1,254 shares; 2025Q3: 1,262 shares; 2025Q4: 1,263 shares 1,263 $263K 0.01% +1 Timeline BOTZ 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: 7,100 shares; 2024Q4: 7,096 shares; 2025Q1: 7,168 shares; 2025Q2: 7,197 shares; 2025Q3: 7,198 shares; 2025Q4: 7,197 shares 7,197 $262K 0.01% -1 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA 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: 575 shares; 2025Q3: 608 shares; 2025Q4: 618 shares 618 $261K 0.01% +10 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: not reported; 2024Q4: 2,093 shares; 2025Q1: 2,112 shares; 2025Q2: 2,428 shares; 2025Q3: 2,403 shares; 2025Q4: 1,749 shares 1,749 $261K 0.01% -654 Timeline TRTX TPG RE FIN TR INC More: the full row for TPG RE FIN TR 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: 42,857 shares; 2025Q2: 43,807 shares; 2025Q3: 39,707 shares; 2025Q4: 29,600 shares 29,600 $260K 0.01% -10,107 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: not reported; 2024Q4: not reported; 2025Q1: 7,875 shares; 2025Q2: 7,875 shares; 2025Q3: 7,875 shares; 2025Q4: 7,875 shares 7,875 $258K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666 shares; 2024Q4: 619 shares; 2025Q1: 577 shares; 2025Q2: 467 shares; 2025Q3: 453 shares; 2025Q4: 448 shares 448 $255K 0.01% -5 Timeline VNLA 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: 5,807 shares; 2024Q4: 5,852 shares; 2025Q1: 4,742 shares; 2025Q2: 5,116 shares; 2025Q3: 5,181 shares; 2025Q4: 5,186 shares 5,186 $255K 0.01% +5 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 3,230 shares; 2025Q1: 3,230 shares; 2025Q2: 3,281 shares; 2025Q3: 3,269 shares; 2025Q4: 3,212 shares 3,212 $254K 0.01% -57 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: 9,078 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 710 shares; 2025Q3: 711 shares; 2025Q4: 752 shares 752 $253K 0.01% +41 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,291 shares; 2025Q3: 3,866 shares; 2025Q4: 5,473 shares 5,473 $251K 0.01% +1,607 Timeline INDY 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: 4,991 shares; 2024Q4: 4,997 shares; 2025Q1: 4,926 shares; 2025Q2: 4,926 shares; 2025Q3: 4,726 shares; 2025Q4: 5,046 shares 5,046 $249K 0.01% +320 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,791 shares 1,791 $248K 0.01% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,647 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,736 shares; 2025Q4: 9,996 shares 9,996 $244K 0.01% +260 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,904 shares; 2024Q4: 4,976 shares; 2025Q1: 3,615 shares; 2025Q2: 3,530 shares; 2025Q3: 3,598 shares; 2025Q4: 2,955 shares 2,955 $242K 0.01% -643 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: 1,244 shares; 2024Q4: 1,250 shares; 2025Q1: 1,261 shares; 2025Q2: 1,152 shares; 2025Q3: 1,156 shares; 2025Q4: 1,142 shares 1,142 $241K 0.01% -14 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,505 shares; 2024Q4: 11,675 shares; 2025Q1: 11,675 shares; 2025Q2: 11,675 shares; 2025Q3: 11,675 shares; 2025Q4: 11,675 shares 11,675 $241K 0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,725 shares; 2024Q4: 102,277 shares; 2025Q1: 76,832 shares; 2025Q2: 64,640 shares; 2025Q3: 9,915 shares; 2025Q4: 9,102 shares 9,102 $240K 0.01% -813 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,181 shares; 2024Q4: 6,246 shares; 2025Q1: 5,246 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares; 2025Q4: 4,750 shares 4,750 $238K 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: 1,106 shares; 2024Q4: 1,106 shares; 2025Q1: 1,113 shares; 2025Q2: 1,013 shares; 2025Q3: 1,044 shares; 2025Q4: 1,042 shares 1,042 $237K 0.01% -2 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 1,396 shares 1,396 $237K 0.01% new Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,563 shares; 2024Q4: 5,579 shares; 2025Q1: 5,311 shares; 2025Q2: 5,574 shares; 2025Q3: 5,088 shares; 2025Q4: 5,102 shares 5,102 $235K 0.01% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,330 shares; 2025Q3: 5,285 shares; 2025Q4: 5,285 shares 5,285 $235K 0.01% 0 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD 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: 17,859 shares; 2025Q3: 16,697 shares; 2025Q4: 16,697 shares 16,697 $234K 0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,896 shares; 2024Q4: 2,927 shares; 2025Q1: 2,927 shares; 2025Q2: 2,929 shares; 2025Q3: 2,933 shares; 2025Q4: 2,939 shares 2,939 $234K 0.01% +6 Timeline FLCV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 6,650 shares; 2025Q4: 7,478 shares 7,478 $234K 0.01% +828 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,290 shares; 2025Q4: 10,710 shares 10,710 $234K 0.01% +1,420 Timeline HUT HUT 8 CORP More: the full row for HUT 8 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: 5,040 shares 5,040 $232K 0.01% new Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR 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: 7,500 shares; 2025Q2: 8,587 shares; 2025Q3: 12,263 shares; 2025Q4: 9,600 shares 9,600 $230K 0.01% -2,663 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: 1,786 shares; 2024Q4: 1,787 shares; 2025Q1: 1,788 shares; 2025Q2: 1,789 shares; 2025Q3: 1,802 shares; 2025Q4: 1,797 shares 1,797 $229K 0.01% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,300 shares; 2025Q4: 2,340 shares 2,340 $227K 0.01% +40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,081 shares; 2025Q4: 1,081 shares 1,081 $224K 0.01% 0 Timeline CALF 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: 4,476 shares; 2024Q4: 4,631 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,016 shares; 2025Q4: 5,016 shares 5,016 $223K 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,126 shares; 2024Q4: 4,610 shares; 2025Q1: 4,778 shares; 2025Q2: 5,196 shares; 2025Q3: 4,610 shares; 2025Q4: 4,599 shares 4,599 $222K 0.01% -11 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 1,552 shares; 2025Q1: 1,552 shares; 2025Q2: not reported; 2025Q3: 1,359 shares; 2025Q4: 1,363 shares 1,363 $222K 0.01% +4 Timeline JBL JABIL INC More: the full row for JABIL 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: 975 shares; 2025Q3: not reported; 2025Q4: 971 shares 971 $221K 0.01% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 728 shares; 2025Q1: 669 shares; 2025Q2: 682 shares; 2025Q3: 658 shares; 2025Q4: 641 shares 641 $221K 0.01% -17 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: 207 shares; 2025Q1: 278 shares; 2025Q2: 287 shares; 2025Q3: 288 shares; 2025Q4: 1,435 shares 1,435 $220K 0.01% +1,147 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,647 shares; 2025Q4: 3,507 shares 3,507 $219K 0.01% -140 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,464 shares; 2025Q4: 2,850 shares 2,850 $217K 0.01% +386 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: 2,069 shares; 2025Q2: 2,138 shares; 2025Q3: 2,174 shares; 2025Q4: 2,050 shares 2,050 $216K 0.01% -124 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: 1,772 shares; 2025Q1: 1,752 shares; 2025Q2: 1,794 shares; 2025Q3: 2,074 shares; 2025Q4: 2,030 shares 2,030 $213K 0.01% -44 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,160 shares; 2024Q4: 18,390 shares; 2025Q1: 23,410 shares; 2025Q2: 23,810 shares; 2025Q3: 23,810 shares; 2025Q4: 24,690 shares 24,690 $212K 0.01% +880 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: 4,534 shares; 2024Q4: 4,509 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,470 shares; 2025Q4: 4,485 shares 4,485 $210K 0.01% +15 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,687 shares; 2025Q1: not reported; 2025Q2: 1,719 shares; 2025Q3: 1,284 shares; 2025Q4: 1,299 shares 1,299 $210K 0.01% +15 Timeline FTA 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: 8,410 shares; 2024Q4: 8,153 shares; 2025Q1: 4,101 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,432 shares 2,432 $209K 0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,812 shares; 2024Q4: 6,812 shares; 2025Q1: 7,357 shares; 2025Q2: 6,201 shares; 2025Q3: 6,201 shares; 2025Q4: 5,936 shares 5,936 $208K 0.01% -265 Timeline XYL XYLEM INC More: the full row for XYLEM 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: 1,526 shares; 2025Q4: 1,526 shares 1,526 $208K 0.01% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 2,715 shares; 2025Q3: 2,717 shares; 2025Q4: 2,719 shares 2,719 $205K 0.01% +2 Timeline FDG 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: 1,996 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,596 shares 1,596 $202K 0.01% new Timeline DMB BNY MELLON MUN BD INFRASTRUC More: the full row for BNY MELLON MUN BD INFRASTRUC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,105 shares; 2024Q4: 22,295 shares; 2025Q1: 21,395 shares; 2025Q2: 20,795 shares; 2025Q3: 20,795 shares; 2025Q4: 18,295 shares 18,295 $202K 0.01% -2,500 Timeline NTSK NETSKOPE INC More: the full row for NETSKOPE 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: 11,500 shares 11,500 $202K 0.01% new Timeline