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: 133,028 shares; 2024Q4: 129,279 shares; 2025Q1: 140,627 shares; 2025Q2: 139,180 shares; 2025Q3: 138,755 shares; 2025Q4: 143,126 shares 143,126 $38.9M 8.29% +4,371 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: 73,057 shares; 2024Q4: 73,270 shares; 2025Q1: 66,206 shares; 2025Q2: 71,148 shares; 2025Q3: 70,681 shares; 2025Q4: 117,204 shares 117,204 $21.9M 4.65% +46,523 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: 36,505 shares; 2024Q4: 37,155 shares; 2025Q1: 36,555 shares; 2025Q2: 35,710 shares; 2025Q3: 35,618 shares; 2025Q4: 38,672 shares 38,672 $18.7M 3.98% +3,054 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: 54,274 shares; 2024Q4: 53,783 shares; 2025Q1: 55,413 shares; 2025Q2: 56,554 shares; 2025Q3: 58,065 shares; 2025Q4: 62,282 shares 62,282 $14.4M 3.06% +4,217 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137,628 shares; 2025Q1: 159,612 shares; 2025Q2: 166,382 shares; 2025Q3: 196,128 shares; 2025Q4: 249,401 shares 249,401 $12.8M 2.73% +53,273 Timeline FTRB 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: 146,344 shares; 2024Q4: 195,687 shares; 2025Q1: 241,890 shares; 2025Q2: 277,092 shares; 2025Q3: 319,850 shares; 2025Q4: 456,337 shares 456,337 $11.6M 2.47% +136,487 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: 84,230 shares; 2024Q4: 278,382 shares; 2025Q1: 300,053 shares; 2025Q2: 309,925 shares; 2025Q3: 322,726 shares; 2025Q4: 350,652 shares 350,652 $9.62M 2.05% +27,926 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: 28,116 shares; 2024Q4: 27,158 shares; 2025Q1: 28,038 shares; 2025Q2: 28,245 shares; 2025Q3: 28,753 shares; 2025Q4: 29,102 shares 29,102 $9.38M 2% +349 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,804 shares; 2024Q4: 61,978 shares; 2025Q1: 60,110 shares; 2025Q2: 69,071 shares; 2025Q3: 69,962 shares; 2025Q4: 62,422 shares 62,422 $9.04M 1.92% -7,540 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: 9,961 shares; 2024Q4: 12,591 shares; 2025Q1: 12,458 shares; 2025Q2: 12,190 shares; 2025Q3: 12,197 shares; 2025Q4: 12,289 shares 12,289 $8.42M 1.79% +92 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: 23,957 shares; 2024Q4: 24,214 shares; 2025Q1: 23,996 shares; 2025Q2: 25,501 shares; 2025Q3: 26,143 shares; 2025Q4: 26,693 shares 26,693 $8.35M 1.78% +550 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 275,925 shares 275,925 $8.09M 1.72% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,484 shares; 2024Q4: 9,482 shares; 2025Q1: 9,617 shares; 2025Q2: 9,956 shares; 2025Q3: 10,124 shares; 2025Q4: 12,027 shares 12,027 $7.94M 1.69% +1,903 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: 14,138 shares; 2024Q4: 13,743 shares; 2025Q1: 14,768 shares; 2025Q2: 14,837 shares; 2025Q3: 15,245 shares; 2025Q4: 15,553 shares 15,553 $7.82M 1.66% +308 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: 22,749 shares; 2024Q4: 22,662 shares; 2025Q1: 23,083 shares; 2025Q2: 23,861 shares; 2025Q3: 23,764 shares; 2025Q4: 23,469 shares 23,469 $7.36M 1.57% -295 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: 11,390 shares; 2024Q4: 11,299 shares; 2025Q1: 14,956 shares; 2025Q2: 15,270 shares; 2025Q3: 16,182 shares; 2025Q4: 15,885 shares 15,885 $7.14M 1.52% -297 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: 5,092 shares; 2024Q4: 5,209 shares; 2025Q1: 9,618 shares; 2025Q2: 9,992 shares; 2025Q3: 9,622 shares; 2025Q4: 10,626 shares 10,626 $6.66M 1.42% +1,004 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,139 shares; 2024Q4: 47,302 shares; 2025Q1: 50,131 shares; 2025Q2: 54,797 shares; 2025Q3: 82,496 shares; 2025Q4: 93,873 shares 93,873 $6.54M 1.39% +11,377 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,289 shares; 2024Q4: 8,007 shares; 2025Q1: 8,988 shares; 2025Q2: 9,503 shares; 2025Q3: 10,812 shares; 2025Q4: 12,129 shares 12,129 $5.92M 1.26% +1,317 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,080 shares; 2024Q4: 7,125 shares; 2025Q1: 7,124 shares; 2025Q2: 6,796 shares; 2025Q3: 7,953 shares; 2025Q4: 8,254 shares 8,254 $5.63M 1.2% +301 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: 5,212 shares; 2024Q4: 5,266 shares; 2025Q1: 5,282 shares; 2025Q2: 5,312 shares; 2025Q3: 5,508 shares; 2025Q4: 5,550 shares 5,550 $4.88M 1.04% +42 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: 23,383 shares; 2024Q4: 22,909 shares; 2025Q1: 22,054 shares; 2025Q2: 22,267 shares; 2025Q3: 22,873 shares; 2025Q4: 23,408 shares 23,408 $4.84M 1.03% +535 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: 25,646 shares; 2024Q4: 25,573 shares; 2025Q1: 24,998 shares; 2025Q2: 24,803 shares; 2025Q3: 25,312 shares; 2025Q4: 25,641 shares 25,641 $4.7M 1% +329 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: 9,696 shares; 2024Q4: 9,774 shares; 2025Q1: 11,496 shares; 2025Q2: 11,943 shares; 2025Q3: 12,370 shares; 2025Q4: 12,845 shares 12,845 $4.5M 0.96% +475 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,353 shares; 2024Q4: 5,611 shares; 2025Q1: 6,970 shares; 2025Q2: 8,599 shares; 2025Q3: 9,066 shares; 2025Q4: 10,275 shares 10,275 $4.07M 0.87% +1,209 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: 22,942 shares; 2024Q4: 22,971 shares; 2025Q1: 23,659 shares; 2025Q2: 25,160 shares; 2025Q3: 26,205 shares; 2025Q4: 26,389 shares 26,389 $4.02M 0.86% +184 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: 18,981 shares; 2024Q4: 18,967 shares; 2025Q1: 22,432 shares; 2025Q2: 22,958 shares; 2025Q3: 23,956 shares; 2025Q4: 24,968 shares 24,968 $3.85M 0.82% +1,012 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,179 shares; 2025Q2: 21,179 shares; 2025Q3: 21,195 shares; 2025Q4: 21,260 shares 21,260 $3.64M 0.77% +65 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: 12,255 shares; 2024Q4: 16,120 shares; 2025Q1: 16,358 shares; 2025Q2: 15,230 shares; 2025Q3: 15,819 shares; 2025Q4: 16,354 shares 16,354 $3.55M 0.76% +535 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: 33,054 shares; 2024Q4: 33,126 shares; 2025Q1: 37,741 shares; 2025Q2: 38,442 shares; 2025Q3: 40,421 shares; 2025Q4: 41,104 shares 41,104 $3.3M 0.7% +683 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: 8,741 shares; 2024Q4: 8,806 shares; 2025Q1: 8,960 shares; 2025Q2: 8,945 shares; 2025Q3: 9,233 shares; 2025Q4: 9,398 shares 9,398 $3.23M 0.69% +165 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: 21,996 shares; 2024Q4: 21,996 shares; 2025Q1: 21,996 shares; 2025Q2: 21,996 shares; 2025Q3: 21,855 shares; 2025Q4: 21,855 shares 21,855 $3.14M 0.67% 0 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: 9,018 shares; 2024Q4: 8,969 shares; 2025Q1: 9,134 shares; 2025Q2: 9,206 shares; 2025Q3: 9,812 shares; 2025Q4: 9,905 shares 9,905 $3.09M 0.66% +93 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,136 shares; 2025Q2: 2,127 shares; 2025Q3: 18,774 shares; 2025Q4: 24,030 shares 24,030 $3.07M 0.65% +5,256 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: 3,704 shares; 2025Q1: 3,664 shares; 2025Q2: 3,661 shares; 2025Q3: 3,623 shares; 2025Q4: 3,548 shares 3,548 $3.06M 0.65% -75 Timeline PFF 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: 33,751 shares; 2025Q3: 19,264 shares; 2025Q4: 96,454 shares 96,454 $2.99M 0.64% +77,190 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: 17,206 shares; 2024Q4: 17,200 shares; 2025Q1: 16,785 shares; 2025Q2: 17,983 shares; 2025Q3: 19,031 shares; 2025Q4: 19,530 shares 19,530 $2.8M 0.6% +499 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: 8,611 shares; 2024Q4: 8,582 shares; 2025Q1: 8,617 shares; 2025Q2: 8,229 shares; 2025Q3: 8,678 shares; 2025Q4: 9,097 shares 9,097 $2.78M 0.59% +419 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: 42,248 shares; 2024Q4: 42,494 shares; 2025Q1: 42,838 shares; 2025Q2: 40,937 shares; 2025Q3: 43,539 shares; 2025Q4: 45,214 shares 45,214 $2.72M 0.58% +1,675 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: 25,497 shares; 2024Q4: 24,285 shares; 2025Q1: 25,036 shares; 2025Q2: 24,431 shares; 2025Q3: 23,933 shares; 2025Q4: 24,195 shares 24,195 $2.7M 0.57% +262 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: 2,152 shares; 2024Q4: 2,165 shares; 2025Q1: 2,534 shares; 2025Q2: 2,799 shares; 2025Q3: 2,801 shares; 2025Q4: 2,472 shares 2,472 $2.66M 0.57% -329 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,741 shares; 2024Q4: 53,804 shares; 2025Q1: 65,649 shares; 2025Q2: 73,521 shares; 2025Q3: 89,820 shares; 2025Q4: 106,192 shares 106,192 $2.64M 0.56% +16,372 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: 15,205 shares; 2024Q4: 15,264 shares; 2025Q1: 16,825 shares; 2025Q2: 17,045 shares; 2025Q3: 17,734 shares; 2025Q4: 18,021 shares 18,021 $2.58M 0.55% +287 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: 3,547 shares; 2024Q4: 3,618 shares; 2025Q1: 3,623 shares; 2025Q2: 3,815 shares; 2025Q3: 4,212 shares; 2025Q4: 4,172 shares 4,172 $2.56M 0.55% -40 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: 6,519 shares; 2024Q4: 6,767 shares; 2025Q1: 6,768 shares; 2025Q2: 6,803 shares; 2025Q3: 7,400 shares; 2025Q4: 7,784 shares 7,784 $2.55M 0.54% +384 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: 16,551 shares; 2024Q4: 16,816 shares; 2025Q1: 17,283 shares; 2025Q2: 18,120 shares; 2025Q3: 19,451 shares; 2025Q4: 20,489 shares 20,489 $2.4M 0.51% +1,038 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: 20,905 shares; 2024Q4: 20,952 shares; 2025Q1: 21,444 shares; 2025Q2: 21,834 shares; 2025Q3: 23,529 shares; 2025Q4: 24,853 shares 24,853 $2.39M 0.51% +1,324 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: 10,169 shares; 2024Q4: 9,205 shares; 2025Q1: 10,059 shares; 2025Q2: 10,267 shares; 2025Q3: 10,026 shares; 2025Q4: 10,144 shares 10,144 $2.32M 0.49% +118 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: 8,469 shares; 2024Q4: 8,355 shares; 2025Q1: 10,390 shares; 2025Q2: 10,390 shares; 2025Q3: 9,880 shares; 2025Q4: 9,811 shares 9,811 $2.27M 0.48% -69 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: 3,448 shares; 2024Q4: 3,509 shares; 2025Q1: 3,591 shares; 2025Q2: 3,691 shares; 2025Q3: 3,990 shares; 2025Q4: 4,208 shares 4,208 $2.2M 0.47% +218 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,712 shares; 2024Q4: 97,531 shares; 2025Q1: 61,500 shares; 2025Q2: 63,022 shares; 2025Q3: 63,022 shares; 2025Q4: 66,996 shares 66,996 $2.19M 0.47% +3,974 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,250 shares; 2025Q1: 12,227 shares; 2025Q2: 21,767 shares; 2025Q3: 23,311 shares; 2025Q4: 28,820 shares 28,820 $2.16M 0.46% +5,509 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: 21,470 shares; 2024Q4: 21,473 shares; 2025Q1: 22,410 shares; 2025Q2: 23,658 shares; 2025Q3: 23,267 shares; 2025Q4: 25,085 shares 25,085 $2.11M 0.45% +1,818 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: 4,122 shares; 2024Q4: 4,166 shares; 2025Q1: 3,920 shares; 2025Q2: 3,717 shares; 2025Q3: 4,111 shares; 2025Q4: 4,332 shares 4,332 $2.1M 0.45% +221 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: 66,700 shares; 2024Q4: 84,639 shares; 2025Q1: 87,578 shares; 2025Q2: 87,427 shares; 2025Q3: 95,962 shares; 2025Q4: 108,365 shares 108,365 $2.08M 0.44% +12,403 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: 3,379 shares; 2024Q4: 3,380 shares; 2025Q1: 5,532 shares; 2025Q2: 8,382 shares; 2025Q3: 6,942 shares; 2025Q4: 6,898 shares 6,898 $2.04M 0.44% -44 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: 19,614 shares; 2024Q4: 24,749 shares; 2025Q1: 24,971 shares; 2025Q2: 25,776 shares; 2025Q3: 28,292 shares; 2025Q4: 32,370 shares 32,370 $2.02M 0.43% +4,078 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: 10,062 shares; 2024Q4: 10,209 shares; 2025Q1: 10,371 shares; 2025Q2: 10,816 shares; 2025Q3: 10,041 shares; 2025Q4: 10,169 shares 10,169 $1.98M 0.42% +128 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: 15,466 shares; 2024Q4: 19,578 shares; 2025Q1: 20,304 shares; 2025Q2: 21,431 shares; 2025Q3: 22,917 shares; 2025Q4: 28,013 shares 28,013 $1.95M 0.41% +5,096 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: 11,015 shares; 2024Q4: 14,373 shares; 2025Q1: 15,221 shares; 2025Q2: 15,363 shares; 2025Q3: 15,639 shares; 2025Q4: 15,763 shares 15,763 $1.9M 0.4% +124 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,919 shares; 2024Q4: 29,271 shares; 2025Q1: 27,714 shares; 2025Q2: 26,480 shares; 2025Q3: 26,297 shares; 2025Q4: 26,186 shares 26,186 $1.87M 0.4% -111 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,759 shares; 2024Q4: 73,758 shares; 2025Q1: 73,759 shares; 2025Q2: 73,759 shares; 2025Q3: 72,149 shares; 2025Q4: 73,735 shares 73,735 $1.86M 0.4% +1,586 Timeline IHDG 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: 20,742 shares; 2024Q4: 26,131 shares; 2025Q1: 27,280 shares; 2025Q2: 28,807 shares; 2025Q3: 31,583 shares; 2025Q4: 37,805 shares 37,805 $1.84M 0.39% +6,222 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: 13,334 shares; 2024Q4: 22,968 shares; 2025Q1: 24,927 shares; 2025Q2: 27,626 shares; 2025Q3: 28,030 shares; 2025Q4: 27,850 shares 27,850 $1.77M 0.38% -180 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: 4,087 shares; 2024Q4: 3,975 shares; 2025Q1: 4,095 shares; 2025Q2: 4,655 shares; 2025Q3: 5,137 shares; 2025Q4: 5,342 shares 5,342 $1.76M 0.38% +205 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: 107,279 shares; 2024Q4: 82,659 shares; 2025Q1: 125,822 shares; 2025Q2: 86,487 shares; 2025Q3: 97,799 shares; 2025Q4: 204,442 shares 204,442 $1.76M 0.37% +106,643 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: 3,234 shares; 2024Q4: 3,234 shares; 2025Q1: 3,203 shares; 2025Q2: 3,203 shares; 2025Q3: 3,084 shares; 2025Q4: 3,026 shares 3,026 $1.73M 0.37% -58 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: 896 shares; 2024Q4: 896 shares; 2025Q1: 915 shares; 2025Q2: 915 shares; 2025Q3: 7,164 shares; 2025Q4: 6,770 shares 6,770 $1.67M 0.36% -394 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,363 shares; 2025Q3: 69,503 shares; 2025Q4: 163,235 shares 163,235 $1.66M 0.35% +93,732 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: 13,424 shares; 2024Q4: 13,907 shares; 2025Q1: 14,480 shares; 2025Q2: 15,366 shares; 2025Q3: 16,989 shares; 2025Q4: 17,541 shares 17,541 $1.64M 0.35% +552 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: 15,419 shares; 2024Q4: 15,851 shares; 2025Q1: 16,507 shares; 2025Q2: 17,868 shares; 2025Q3: 19,954 shares; 2025Q4: 20,141 shares 20,141 $1.59M 0.34% +187 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,862 shares; 2025Q4: 10,198 shares 10,198 $1.58M 0.34% +8,336 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,231 shares; 2025Q3: 35,482 shares; 2025Q4: 31,685 shares 31,685 $1.57M 0.34% -3,797 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: 32,460 shares; 2024Q4: 31,267 shares; 2025Q1: 31,513 shares; 2025Q2: 37,322 shares; 2025Q3: 36,438 shares; 2025Q4: 37,737 shares 37,737 $1.54M 0.33% +1,299 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 3,243 shares; 2025Q1: 3,423 shares; 2025Q2: 3,592 shares; 2025Q3: 3,827 shares; 2025Q4: 7,846 shares 7,846 $1.5M 0.32% +4,019 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: 17,425 shares; 2024Q4: 18,330 shares; 2025Q1: 19,476 shares; 2025Q2: 20,535 shares; 2025Q3: 23,448 shares; 2025Q4: 25,363 shares 25,363 $1.49M 0.32% +1,915 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: 3,491 shares; 2024Q4: 3,989 shares; 2025Q1: 3,945 shares; 2025Q2: 4,027 shares; 2025Q3: 4,621 shares; 2025Q4: 5,064 shares 5,064 $1.47M 0.31% +443 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,808 shares; 2025Q1: 5,193 shares; 2025Q2: 5,941 shares; 2025Q3: 5,942 shares; 2025Q4: 5,989 shares 5,989 $1.45M 0.31% +47 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: 24,729 shares; 2024Q4: 24,758 shares; 2025Q1: 41,888 shares; 2025Q2: 41,917 shares; 2025Q3: 41,947 shares; 2025Q4: 41,977 shares 41,977 $1.35M 0.29% +30 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,781 shares; 2024Q4: 39,781 shares; 2025Q1: 39,781 shares; 2025Q2: 39,781 shares; 2025Q3: 39,781 shares; 2025Q4: 39,781 shares 39,781 $1.33M 0.28% 0 Timeline SHY 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: 31,091 shares; 2024Q4: 24,320 shares; 2025Q1: 22,662 shares; 2025Q2: 21,442 shares; 2025Q3: 19,279 shares; 2025Q4: 16,039 shares 16,039 $1.33M 0.28% -3,240 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: 5,600 shares; 2024Q4: 5,377 shares; 2025Q1: 7,014 shares; 2025Q2: 6,817 shares; 2025Q3: 7,038 shares; 2025Q4: 7,411 shares 7,411 $1.32M 0.28% +373 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: 12,017 shares; 2024Q4: 12,918 shares; 2025Q1: 14,712 shares; 2025Q2: 14,602 shares; 2025Q3: 12,840 shares; 2025Q4: 12,487 shares 12,487 $1.31M 0.28% -353 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: 630 shares; 2024Q4: 450 shares; 2025Q1: 2,491 shares; 2025Q2: 2,476 shares; 2025Q3: 2,476 shares; 2025Q4: 2,247 shares 2,247 $1.3M 0.28% -229 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: 2,292 shares; 2024Q4: 2,292 shares; 2025Q1: 2,301 shares; 2025Q2: 2,301 shares; 2025Q3: 2,309 shares; 2025Q4: 2,249 shares 2,249 $1.29M 0.27% -60 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: 7,376 shares; 2024Q4: 8,003 shares; 2025Q1: 8,074 shares; 2025Q2: 7,994 shares; 2025Q3: 8,145 shares; 2025Q4: 7,940 shares 7,940 $1.27M 0.27% -205 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: 3,593 shares; 2024Q4: 3,484 shares; 2025Q1: 3,501 shares; 2025Q2: 3,502 shares; 2025Q3: 3,404 shares; 2025Q4: 3,422 shares 3,422 $1.27M 0.27% +18 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: 8,348 shares; 2024Q4: 8,304 shares; 2025Q1: 8,353 shares; 2025Q2: 8,222 shares; 2025Q3: 7,982 shares; 2025Q4: 8,205 shares 8,205 $1.26M 0.27% +223 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,411 shares; 2025Q1: 1,252 shares; 2025Q2: 1,275 shares; 2025Q3: 1,276 shares; 2025Q4: 13,404 shares 13,404 $1.26M 0.27% +12,128 Timeline FPEI 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: 86,789 shares; 2024Q4: 65,455 shares; 2025Q1: 70,225 shares; 2025Q2: 61,849 shares; 2025Q3: 56,531 shares; 2025Q4: 64,525 shares 64,525 $1.25M 0.27% +7,994 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: 7,984 shares; 2024Q4: 6,501 shares; 2025Q1: 6,501 shares; 2025Q2: 6,501 shares; 2025Q3: 6,501 shares; 2025Q4: 6,517 shares 6,517 $1.24M 0.27% +16 Timeline CAAA 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: 41,784 shares; 2025Q1: 47,087 shares; 2025Q2: 43,915 shares; 2025Q3: 50,160 shares; 2025Q4: 59,570 shares 59,570 $1.22M 0.26% +9,410 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: 2,539 shares; 2024Q4: 2,778 shares; 2025Q1: 2,880 shares; 2025Q2: 3,150 shares; 2025Q3: 3,241 shares; 2025Q4: 3,510 shares 3,510 $1.21M 0.26% +269 Timeline DLN 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: 16,996 shares; 2024Q4: 13,597 shares; 2025Q1: 13,597 shares; 2025Q2: 13,597 shares; 2025Q3: 13,597 shares; 2025Q4: 13,597 shares 13,597 $1.2M 0.26% 0 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,313 shares; 2024Q4: 20,787 shares; 2025Q1: 23,472 shares; 2025Q2: 23,288 shares; 2025Q3: 24,933 shares; 2025Q4: 30,217 shares 30,217 $1.14M 0.24% +5,284 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,746 shares; 2024Q4: 67,299 shares; 2025Q1: 68,131 shares; 2025Q2: 67,909 shares; 2025Q3: 67,895 shares; 2025Q4: 68,529 shares 68,529 $1.13M 0.24% +634 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,020 shares; 2024Q4: 185,451 shares; 2025Q1: 224,802 shares; 2025Q2: 145,538 shares; 2025Q3: 66,081 shares; 2025Q4: 153,007 shares 153,007 $1.1M 0.23% +86,926 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: 24,123 shares; 2024Q4: 24,190 shares; 2025Q1: 23,538 shares; 2025Q2: 23,265 shares; 2025Q3: 21,991 shares; 2025Q4: 20,224 shares 20,224 $1.09M 0.23% -1,767 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,397 shares; 2024Q4: 9,886 shares; 2025Q1: 9,904 shares; 2025Q2: 9,862 shares; 2025Q3: 13,098 shares; 2025Q4: 11,596 shares 11,596 $1.08M 0.23% -1,502 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 31,086 shares; 2025Q3: 34,481 shares; 2025Q4: 47,881 shares 47,881 $1.07M 0.23% +13,400 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: 8,698 shares; 2024Q4: 8,698 shares; 2025Q1: 8,698 shares; 2025Q2: 8,544 shares; 2025Q3: 7,436 shares; 2025Q4: 7,437 shares 7,437 $1.05M 0.22% +1 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares 9,500 $1.03M 0.22% 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: 11,355 shares; 2024Q4: 10,893 shares; 2025Q1: 10,546 shares; 2025Q2: 9,832 shares; 2025Q3: 9,825 shares; 2025Q4: 9,752 shares 9,752 $1.01M 0.22% -73 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: 7,442 shares; 2024Q4: 10,420 shares; 2025Q1: 10,545 shares; 2025Q2: 10,974 shares; 2025Q3: 10,788 shares; 2025Q4: 22,437 shares 22,437 $1M 0.21% +11,649 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: 3,876 shares; 2024Q4: 2,744 shares; 2025Q1: 2,739 shares; 2025Q2: 2,730 shares; 2025Q3: 1,551 shares; 2025Q4: 1,529 shares 1,529 $999K 0.21% -22 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: 9,587 shares; 2024Q4: 10,670 shares; 2025Q1: 10,537 shares; 2025Q2: 10,888 shares; 2025Q3: 11,580 shares; 2025Q4: 23,401 shares 23,401 $999K 0.21% +11,821 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,230 shares; 2024Q4: 7,438 shares; 2025Q1: 7,753 shares; 2025Q2: 8,302 shares; 2025Q3: 9,695 shares; 2025Q4: 9,712 shares 9,712 $979K 0.21% +17 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: 5,234 shares; 2024Q4: 5,106 shares; 2025Q1: 5,215 shares; 2025Q2: 5,104 shares; 2025Q3: 5,038 shares; 2025Q4: 4,952 shares 4,952 $966K 0.21% -86 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: 19,717 shares; 2024Q4: 17,776 shares; 2025Q1: 17,962 shares; 2025Q2: 19,072 shares; 2025Q3: 19,119 shares; 2025Q4: 17,535 shares 17,535 $964K 0.21% -1,584 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: 8,805 shares; 2024Q4: 8,807 shares; 2025Q1: 9,013 shares; 2025Q2: 15,906 shares; 2025Q3: 12,036 shares; 2025Q4: 12,358 shares 12,358 $952K 0.2% +322 Timeline FMHI 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: 59,498 shares; 2024Q4: 60,329 shares; 2025Q1: 59,329 shares; 2025Q2: 49,407 shares; 2025Q3: 43,921 shares; 2025Q4: 19,060 shares 19,060 $914K 0.19% -24,861 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: 5,847 shares; 2024Q4: 6,061 shares; 2025Q1: 6,627 shares; 2025Q2: 6,529 shares; 2025Q3: 6,407 shares; 2025Q4: 6,541 shares 6,541 $902K 0.19% +134 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: 7,750 shares; 2024Q4: 7,579 shares; 2025Q1: 7,666 shares; 2025Q2: 7,470 shares; 2025Q3: 7,083 shares; 2025Q4: 7,107 shares 7,107 $890K 0.19% +24 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,251 shares; 2024Q4: 17,251 shares; 2025Q1: 17,251 shares; 2025Q2: 17,251 shares; 2025Q3: 17,251 shares; 2025Q4: 17,251 shares 17,251 $890K 0.19% 0 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: 1,506 shares; 2024Q4: 1,506 shares; 2025Q1: 2,713 shares; 2025Q2: 2,211 shares; 2025Q3: 2,211 shares; 2025Q4: 2,211 shares 2,211 $861K 0.18% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,333 shares; 2024Q4: 8,351 shares; 2025Q1: 8,369 shares; 2025Q2: 8,386 shares; 2025Q3: 8,378 shares; 2025Q4: 8,490 shares 8,490 $843K 0.18% +112 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: 1,070 shares; 2024Q4: 2,145 shares; 2025Q1: 3,075 shares; 2025Q2: 3,105 shares; 2025Q3: 3,220 shares; 2025Q4: 3,295 shares 3,295 $811K 0.17% +75 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: 8,829 shares; 2024Q4: 11,764 shares; 2025Q1: 11,349 shares; 2025Q2: 11,594 shares; 2025Q3: 12,773 shares; 2025Q4: 15,039 shares 15,039 $809K 0.17% +2,266 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: 3,956 shares; 2024Q4: 3,442 shares; 2025Q1: 5,690 shares; 2025Q2: 5,683 shares; 2025Q3: 5,227 shares; 2025Q4: 5,118 shares 5,118 $792K 0.17% -109 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: 5,359 shares; 2024Q4: 5,674 shares; 2025Q1: 8,333 shares; 2025Q2: 10,524 shares; 2025Q3: 10,451 shares; 2025Q4: 13,620 shares 13,620 $780K 0.17% +3,169 Timeline BIV 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: 20,507 shares; 2024Q4: 16,199 shares; 2025Q1: 12,855 shares; 2025Q2: 11,824 shares; 2025Q3: 10,768 shares; 2025Q4: 9,845 shares 9,845 $767K 0.16% -923 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: not reported; 2024Q4: not reported; 2025Q1: 2,160 shares; 2025Q2: 2,591 shares; 2025Q3: 2,592 shares; 2025Q4: 5,261 shares 5,261 $757K 0.16% +2,669 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,945 shares; 2024Q4: 28,925 shares; 2025Q1: 29,385 shares; 2025Q2: 27,945 shares; 2025Q3: 27,945 shares; 2025Q4: 34,444 shares 34,444 $748K 0.16% +6,499 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: 8,885 shares; 2024Q4: not reported; 2025Q1: 6,546 shares; 2025Q2: 6,266 shares; 2025Q3: 5,968 shares; 2025Q4: 6,379 shares 6,379 $726K 0.15% +411 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: 2,267 shares; 2024Q4: 2,277 shares; 2025Q1: 2,003 shares; 2025Q2: 1,887 shares; 2025Q3: 1,875 shares; 2025Q4: 2,143 shares 2,143 $718K 0.15% +268 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: 129 shares; 2024Q4: 129 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 124 shares; 2025Q4: 134 shares 134 $718K 0.15% +10 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: 1,115 shares; 2024Q4: 1,136 shares; 2025Q1: 1,134 shares; 2025Q2: 1,134 shares; 2025Q3: 1,135 shares; 2025Q4: 1,495 shares 1,495 $707K 0.15% +360 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,543 shares 31,543 $698K 0.15% new 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: 6,827 shares; 2024Q4: 6,827 shares; 2025Q1: 6,872 shares; 2025Q2: 7,172 shares; 2025Q3: 6,847 shares; 2025Q4: 6,976 shares 6,976 $697K 0.15% +129 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: 15,585 shares; 2024Q4: 11,057 shares; 2025Q1: 11,039 shares; 2025Q2: 11,040 shares; 2025Q3: 3,540 shares; 2025Q4: 2,227 shares 2,227 $686K 0.15% -1,313 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,788 shares; 2024Q4: 4,788 shares; 2025Q1: 4,824 shares; 2025Q2: 4,824 shares; 2025Q3: 4,825 shares; 2025Q4: 4,893 shares 4,893 $661K 0.14% +68 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: not reported; 2024Q4: not reported; 2025Q1: 8,799 shares; 2025Q2: 8,716 shares; 2025Q3: 8,616 shares; 2025Q4: 8,673 shares 8,673 $637K 0.14% +57 Timeline IWO 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: 1,979 shares; 2024Q4: 2,849 shares; 2025Q1: 1,969 shares; 2025Q2: 1,949 shares; 2025Q3: 1,940 shares; 2025Q4: 1,940 shares 1,940 $627K 0.13% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,843 shares; 2024Q4: 5,819 shares; 2025Q1: 6,686 shares; 2025Q2: 7,120 shares; 2025Q3: 2,648 shares; 2025Q4: 2,343 shares 2,343 $621K 0.13% -305 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,690 shares; 2025Q4: 12,576 shares 12,576 $606K 0.13% +886 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: 4,904 shares; 2024Q4: 4,535 shares; 2025Q1: 3,923 shares; 2025Q2: 3,815 shares; 2025Q3: 3,815 shares; 2025Q4: 3,764 shares 3,764 $606K 0.13% -51 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $603K 0.13% 0 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: 6,279 shares; 2024Q4: 7,005 shares; 2025Q1: 14,214 shares; 2025Q2: 14,501 shares; 2025Q3: 14,730 shares; 2025Q4: 15,693 shares 15,693 $601K 0.13% +963 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: 6,369 shares; 2024Q4: 6,390 shares; 2025Q1: 6,338 shares; 2025Q2: 6,380 shares; 2025Q3: 6,228 shares; 2025Q4: 7,669 shares 7,669 $596K 0.13% +1,441 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,093 shares; 2024Q4: 5,030 shares; 2025Q1: 5,188 shares; 2025Q2: 5,133 shares; 2025Q3: 5,137 shares; 2025Q4: 5,166 shares 5,166 $596K 0.13% +29 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: 1,266 shares; 2024Q4: 1,265 shares; 2025Q1: 1,265 shares; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,304 shares 1,304 $591K 0.13% +70 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: 3,966 shares; 2024Q4: 3,966 shares; 2025Q1: 3,967 shares; 2025Q2: 3,888 shares; 2025Q3: 3,891 shares; 2025Q4: 3,903 shares 3,903 $590K 0.13% +12 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: 22,590 shares; 2024Q4: 17,769 shares; 2025Q1: 22,858 shares; 2025Q2: 24,344 shares; 2025Q3: 23,489 shares; 2025Q4: 23,598 shares 23,598 $588K 0.13% +109 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: 2,185 shares; 2024Q4: 2,363 shares; 2025Q1: 5,313 shares; 2025Q2: 5,713 shares; 2025Q3: 5,100 shares; 2025Q4: 4,631 shares 4,631 $583K 0.12% -469 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: 1,815 shares; 2024Q4: 1,846 shares; 2025Q1: 1,698 shares; 2025Q2: 1,753 shares; 2025Q3: 2,234 shares; 2025Q4: 2,249 shares 2,249 $580K 0.12% +15 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,369 shares; 2024Q4: 1,368 shares; 2025Q1: 1,407 shares; 2025Q2: 1,407 shares; 2025Q3: 1,391 shares; 2025Q4: 1,391 shares 1,391 $574K 0.12% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,552 shares 21,552 $567K 0.12% 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: 8,073 shares; 2024Q4: 8,075 shares; 2025Q1: 8,156 shares; 2025Q2: 8,113 shares; 2025Q3: 8,028 shares; 2025Q4: 8,060 shares 8,060 $563K 0.12% +32 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: 2,029 shares; 2024Q4: 2,018 shares; 2025Q1: 1,979 shares; 2025Q2: 1,841 shares; 2025Q3: 1,875 shares; 2025Q4: 2,074 shares 2,074 $556K 0.12% +199 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,140 shares; 2025Q1: 3,154 shares; 2025Q2: 3,144 shares; 2025Q3: 3,147 shares; 2025Q4: 3,207 shares 3,207 $556K 0.12% +60 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: 16,439 shares; 2024Q4: 15,710 shares; 2025Q1: 15,763 shares; 2025Q2: 21,986 shares; 2025Q3: 21,296 shares; 2025Q4: 22,277 shares 22,277 $553K 0.12% +981 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: not reported; 2025Q3: not reported; 2025Q4: 7,664 shares 7,664 $549K 0.12% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,161 shares; 2025Q1: 1,679 shares; 2025Q2: 1,753 shares; 2025Q3: 1,753 shares; 2025Q4: 1,712 shares 1,712 $545K 0.12% -41 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,530 shares; 2024Q4: 7,530 shares; 2025Q1: 7,530 shares; 2025Q2: 7,530 shares; 2025Q3: 7,425 shares; 2025Q4: 7,394 shares 7,394 $545K 0.12% -31 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,874 shares; 2025Q1: 2,009 shares; 2025Q2: 1,939 shares; 2025Q3: 1,951 shares; 2025Q4: 2,009 shares 2,009 $516K 0.11% +58 Timeline CRMT AMERICAS CAR-MART INC More: the full row for AMERICAS CAR-MART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,451 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,500 shares; 2025Q3: 18,500 shares; 2025Q4: 20,400 shares 20,400 $515K 0.11% +1,900 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: 840 shares; 2024Q4: 841 shares; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: 841 shares; 2025Q4: 841 shares 841 $507K 0.11% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,965 shares; 2024Q4: 2,256 shares; 2025Q1: 2,164 shares; 2025Q2: 2,330 shares; 2025Q3: 2,260 shares; 2025Q4: 1,404 shares 1,404 $496K 0.11% -856 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: 7,641 shares; 2024Q4: 7,574 shares; 2025Q1: 7,835 shares; 2025Q2: 8,236 shares; 2025Q3: 8,207 shares; 2025Q4: 8,483 shares 8,483 $489K 0.1% +276 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 1,558 shares; 2025Q1: 2,583 shares; 2025Q2: 2,565 shares; 2025Q3: 2,320 shares; 2025Q4: 2,323 shares 2,323 $485K 0.1% +3 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: 426 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 447 shares 447 $478K 0.1% 0 Timeline INOD INNODATA INC More: the full row for INNODATA 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: 5,075 shares; 2025Q4: 9,310 shares 9,310 $474K 0.1% +4,235 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,182 shares; 2025Q3: 7,183 shares; 2025Q4: 7,136 shares 7,136 $471K 0.1% -47 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 2,211 shares; 2025Q1: 2,213 shares; 2025Q2: 2,269 shares; 2025Q3: 2,233 shares; 2025Q4: 2,234 shares 2,234 $470K 0.1% +1 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,769 shares; 2025Q3: 2,769 shares; 2025Q4: 2,898 shares 2,898 $469K 0.1% +129 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: not reported; 2024Q4: not reported; 2025Q1: 726 shares; 2025Q2: 806 shares; 2025Q3: 812 shares; 2025Q4: 818 shares 818 $463K 0.1% +6 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: 2,247 shares; 2024Q4: 2,570 shares; 2025Q1: 3,124 shares; 2025Q2: 2,603 shares; 2025Q3: 3,863 shares; 2025Q4: 4,626 shares 4,626 $459K 0.1% +763 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: 14,577 shares; 2024Q4: 14,195 shares; 2025Q1: 14,276 shares; 2025Q2: 14,276 shares; 2025Q3: 12,540 shares; 2025Q4: 12,095 shares 12,095 $438K 0.09% -445 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,925 shares; 2024Q4: 7,443 shares; 2025Q1: 7,644 shares; 2025Q2: 7,644 shares; 2025Q3: 11,955 shares; 2025Q4: 11,843 shares 11,843 $433K 0.09% -112 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: 2,629 shares; 2024Q4: 2,628 shares; 2025Q1: 2,528 shares; 2025Q2: 3,364 shares; 2025Q3: 2,873 shares; 2025Q4: 2,984 shares 2,984 $411K 0.09% +111 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,927 shares; 2025Q2: 1,914 shares; 2025Q3: 1,914 shares; 2025Q4: 1,916 shares 1,916 $409K 0.09% +2 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 1,616 shares; 2025Q1: 1,641 shares; 2025Q2: 1,605 shares; 2025Q3: 1,607 shares; 2025Q4: 1,583 shares 1,583 $407K 0.09% -24 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,093 shares; 2024Q4: 5,677 shares; 2025Q1: 6,760 shares; 2025Q2: 7,560 shares; 2025Q3: 7,378 shares; 2025Q4: 7,862 shares 7,862 $400K 0.09% +484 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR 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: 6,000 shares; 2025Q2: 7,200 shares; 2025Q3: 7,230 shares; 2025Q4: 7,366 shares 7,366 $399K 0.08% +136 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: not reported; 2025Q2: 2,443 shares; 2025Q3: 3,017 shares; 2025Q4: 5,127 shares 5,127 $391K 0.08% +2,110 Timeline IQLT 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: 7,368 shares; 2024Q4: 7,368 shares; 2025Q1: 8,568 shares; 2025Q2: 8,592 shares; 2025Q3: 8,592 shares; 2025Q4: 8,592 shares 8,592 $390K 0.08% 0 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: 1,778 shares; 2024Q4: 1,778 shares; 2025Q1: 1,778 shares; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares; 2025Q4: 3,042 shares 3,042 $388K 0.08% +1,264 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: 821 shares; 2024Q4: 822 shares; 2025Q1: 718 shares; 2025Q2: 719 shares; 2025Q3: 725 shares; 2025Q4: 757 shares 757 $387K 0.08% +32 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,820 shares; 2024Q4: 14,820 shares; 2025Q1: 14,820 shares; 2025Q2: 14,935 shares; 2025Q3: 15,109 shares; 2025Q4: 15,282 shares 15,282 $381K 0.08% +173 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 4,068 shares; 2025Q1: 4,152 shares; 2025Q2: 4,152 shares; 2025Q3: 4,130 shares; 2025Q4: 4,117 shares 4,117 $381K 0.08% -13 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,339 shares; 2024Q4: 1,296 shares; 2025Q1: 1,298 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,238 shares 1,238 $376K 0.08% -22 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,211 shares; 2025Q2: 4,211 shares; 2025Q3: 4,251 shares; 2025Q4: 4,211 shares 4,211 $367K 0.08% -40 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 19,000 shares 19,000 $362K 0.08% 0 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: 7,420 shares; 2024Q4: 7,420 shares; 2025Q1: 7,827 shares; 2025Q2: 7,827 shares; 2025Q3: 7,827 shares; 2025Q4: 7,226 shares 7,226 $361K 0.08% -601 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,631 shares 2,631 $359K 0.08% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,830 shares; 2024Q4: 4,508 shares; 2025Q1: 4,384 shares; 2025Q2: 4,550 shares; 2025Q3: 4,407 shares; 2025Q4: 4,049 shares 4,049 $358K 0.08% -358 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: 7,940 shares; 2024Q4: 7,939 shares; 2025Q1: 7,939 shares; 2025Q2: 8,439 shares; 2025Q3: 8,044 shares; 2025Q4: 8,137 shares 8,137 $355K 0.08% +93 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: 4,388 shares; 2024Q4: 3,980 shares; 2025Q1: 3,882 shares; 2025Q2: 3,563 shares; 2025Q3: 3,575 shares; 2025Q4: 3,598 shares 3,598 $352K 0.07% +23 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL 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: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,510 shares; 2025Q4: 7,580 shares 7,580 $346K 0.07% +70 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,276 shares; 2024Q4: 12,276 shares; 2025Q1: 12,329 shares; 2025Q2: 12,304 shares; 2025Q3: 12,358 shares; 2025Q4: 12,659 shares 12,659 $344K 0.07% +301 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,095 shares; 2024Q4: 5,908 shares; 2025Q1: 4,945 shares; 2025Q2: 4,945 shares; 2025Q3: 4,945 shares; 2025Q4: 4,945 shares 4,945 $343K 0.07% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,550 shares; 2024Q4: 12,698 shares; 2025Q1: 12,124 shares; 2025Q2: 12,437 shares; 2025Q3: 3,845 shares; 2025Q4: 4,235 shares 4,235 $340K 0.07% +390 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: not reported; 2024Q4: not reported; 2025Q1: 1,183 shares; 2025Q2: 1,176 shares; 2025Q3: 1,176 shares; 2025Q4: 1,173 shares 1,173 $339K 0.07% -3 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,423 shares; 2025Q2: 5,423 shares; 2025Q3: 5,371 shares; 2025Q4: 5,329 shares 5,329 $336K 0.07% -42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,526 shares; 2025Q3: 2,634 shares; 2025Q4: 2,687 shares 2,687 $330K 0.07% +53 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,272 shares; 2025Q3: 4,024 shares; 2025Q4: 4,144 shares 4,144 $329K 0.07% +120 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: 243 shares; 2024Q4: 242 shares; 2025Q1: 243 shares; 2025Q2: 3,640 shares; 2025Q3: 3,643 shares; 2025Q4: 3,516 shares 3,516 $321K 0.07% -127 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,468 shares 1,468 $315K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,447 shares; 2025Q3: 6,330 shares; 2025Q4: 6,321 shares 6,321 $311K 0.07% -9 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: 1,920 shares; 2024Q4: 1,662 shares; 2025Q1: 1,673 shares; 2025Q2: 1,662 shares; 2025Q3: 1,647 shares; 2025Q4: 1,657 shares 1,657 $307K 0.07% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,414 shares 1,414 $303K 0.06% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,669 shares; 2024Q4: 35,690 shares; 2025Q1: 35,146 shares; 2025Q2: 18,900 shares; 2025Q3: 18,900 shares; 2025Q4: 18,030 shares 18,030 $302K 0.06% -870 Timeline FMNY 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: 10,662 shares; 2024Q4: 10,662 shares; 2025Q1: 12,415 shares; 2025Q2: 11,232 shares; 2025Q3: 11,232 shares; 2025Q4: 11,232 shares 11,232 $300K 0.06% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 3,512 shares; 2025Q1: not reported; 2025Q2: 2,151 shares; 2025Q3: 2,144 shares; 2025Q4: 2,202 shares 2,202 $289K 0.06% +58 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: not reported; 2024Q4: not reported; 2025Q1: 9,700 shares; 2025Q2: 16,100 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares 6,400 $284K 0.06% 0 Timeline DRVN DRIVEN BRANDS HLDGS INC More: the full row for DRIVEN BRANDS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,072 shares; 2025Q4: 19,000 shares 19,000 $282K 0.06% -72 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: 3,428 shares; 2024Q4: 3,727 shares; 2025Q1: 3,872 shares; 2025Q2: 3,662 shares; 2025Q3: 3,487 shares; 2025Q4: 3,207 shares 3,207 $280K 0.06% -280 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,273 shares 4,273 $279K 0.06% new 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: 2,870 shares; 2024Q4: 2,870 shares; 2025Q1: 2,870 shares; 2025Q2: 2,871 shares; 2025Q3: 2,871 shares; 2025Q4: 2,861 shares 2,861 $277K 0.06% -10 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: 807 shares; 2024Q4: 802 shares; 2025Q1: 814 shares; 2025Q2: 814 shares; 2025Q3: 814 shares; 2025Q4: 769 shares 769 $270K 0.06% -45 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 747 shares 747 $269K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,075 shares; 2025Q2: 1,190 shares; 2025Q3: 1,131 shares; 2025Q4: 1,146 shares 1,146 $262K 0.06% +15 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 335 shares 335 $259K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,492 shares 1,492 $252K 0.05% new 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: 5,236 shares; 2024Q4: 5,236 shares; 2025Q1: 5,350 shares; 2025Q2: 5,350 shares; 2025Q3: 5,252 shares; 2025Q4: 5,252 shares 5,252 $252K 0.05% 0 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: not reported; 2025Q1: not reported; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares 2,040 $251K 0.05% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,427 shares; 2025Q3: 9,367 shares; 2025Q4: 9,094 shares 9,094 $250K 0.05% -273 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: 5,175 shares; 2024Q4: 4,946 shares; 2025Q1: 4,986 shares; 2025Q2: 4,986 shares; 2025Q3: 4,669 shares; 2025Q4: 4,626 shares 4,626 $249K 0.05% -43 Timeline TSAT TELESAT CORP More: the full row for TELESAT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,607 shares; 2024Q4: 16,698 shares; 2025Q1: 15,698 shares; 2025Q2: 15,444 shares; 2025Q3: 14,624 shares; 2025Q4: 8,551 shares 8,551 $249K 0.05% -6,073 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,583 shares; 2024Q4: 27,450 shares; 2025Q1: 20,563 shares; 2025Q2: 17,082 shares; 2025Q3: 17,082 shares; 2025Q4: 12,057 shares 12,057 $244K 0.05% -5,025 Timeline DDS DILLARDS INC More: the full row for DILLARDS 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: 400 shares; 2025Q4: 400 shares 400 $243K 0.05% 0 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: 2,611 shares; 2024Q4: 2,611 shares; 2025Q1: 2,329 shares; 2025Q2: 2,329 shares; 2025Q3: 1,488 shares; 2025Q4: 1,505 shares 1,505 $241K 0.05% +17 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 482 shares; 2025Q1: 484 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 488 shares 488 $239K 0.05% +6 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 2,530 shares; 2025Q1: 2,530 shares; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares 2,530 $238K 0.05% 0 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: 1,340 shares; 2024Q4: 1,350 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,048 shares 1,048 $236K 0.05% -272 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 500 shares 500 $234K 0.05% +57 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL 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: 2,915 shares; 2025Q4: 2,615 shares 2,615 $233K 0.05% -300 Timeline GIII G III APPAREL GROUP LTD More: the full row for G III APPAREL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $232K 0.05% 0 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: 2,194 shares; 2024Q4: 2,429 shares; 2025Q1: 2,412 shares; 2025Q2: 2,311 shares; 2025Q3: 1,567 shares; 2025Q4: 1,317 shares 1,317 $231K 0.05% -250 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,972 shares 1,972 $230K 0.05% new Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX 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: 7,725 shares; 2025Q4: 6,500 shares 6,500 $227K 0.05% -1,225 Timeline BLACKROCK MUNIHLDGS NY QLTY BLACKROCK MUNIHLDGS NY QLTY More: the full row for BLACKROCK MUNIHLDGS NY QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,886 shares; 2025Q3: 21,801 shares; 2025Q4: 22,118 shares 22,118 $226K 0.05% +317 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: 1,389 shares; 2024Q4: not reported; 2025Q1: 1,389 shares; 2025Q2: 1,389 shares; 2025Q3: 1,389 shares; 2025Q4: 1,389 shares 1,389 $226K 0.05% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,900 shares; 2025Q1: 3,918 shares; 2025Q2: 3,918 shares; 2025Q3: 3,541 shares; 2025Q4: 3,541 shares 3,541 $223K 0.05% 0 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: not reported; 2025Q1: not reported; 2025Q2: 11,474 shares; 2025Q3: 9,237 shares; 2025Q4: 9,237 shares 9,237 $222K 0.05% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 1,915 shares; 2025Q1: 1,916 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,938 shares 1,938 $219K 0.05% new 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: 2,805 shares; 2024Q4: 2,805 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,515 shares; 2025Q4: 2,567 shares 2,567 $218K 0.05% +52 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: 994 shares; 2024Q4: 994 shares; 2025Q1: 1,014 shares; 2025Q2: 1,014 shares; 2025Q3: 1,017 shares; 2025Q4: 1,073 shares 1,073 $218K 0.05% +56 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,139 shares 2,139 $217K 0.05% new 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: 634 shares; 2024Q4: 672 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 620 shares 620 $217K 0.05% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,921 shares 3,921 $215K 0.05% new Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,012 shares 7,012 $214K 0.05% new 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: 11,565 shares; 2024Q4: not reported; 2025Q1: 9,735 shares; 2025Q2: 13,923 shares; 2025Q3: 8,306 shares; 2025Q4: 5,685 shares 5,685 $210K 0.04% -2,621 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: not reported; 2024Q4: 1,832 shares; 2025Q1: not reported; 2025Q2: 2,042 shares; 2025Q3: 1,798 shares; 2025Q4: 1,737 shares 1,737 $209K 0.04% -61 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 667 shares; 2025Q3: 667 shares; 2025Q4: 667 shares 667 $208K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 432 shares; 2025Q4: 432 shares 432 $208K 0.04% 0 Timeline FNGR FINGERMOTION INC More: the full row for FINGERMOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,615 shares; 2024Q4: 142,615 shares; 2025Q1: 142,615 shares; 2025Q2: 167,615 shares; 2025Q3: 167,615 shares; 2025Q4: 167,615 shares 167,615 $206K 0.04% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,464 shares; 2024Q4: 16,371 shares; 2025Q1: 16,051 shares; 2025Q2: 15,176 shares; 2025Q3: 14,167 shares; 2025Q4: 14,411 shares 14,411 $178K 0.04% +244 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,857 shares; 2024Q4: 35,857 shares; 2025Q1: 35,457 shares; 2025Q2: 35,457 shares; 2025Q3: 33,901 shares; 2025Q4: 33,641 shares 33,641 $178K 0.04% -260 Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 14,150 shares; 2025Q2: 24,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,400 shares 10,400 $119K 0.03% +400 Timeline BZAI BLAIZE HLDGS INC More: the full row for BLAIZE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,333 shares; 2025Q4: 59,333 shares 59,333 $116K 0.02% -9,000 Timeline FTNY PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,757 shares 11,757 $92.2K 0.02% new Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 50,000 shares 50,000 $76.5K 0.02% +40,000 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $73.1K 0.02% 0 Timeline MLGO MICROALGO INC More: the full row for MICROALGO 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: 14,800 shares; 2025Q4: 14,800 shares 14,800 $65.4K 0.01% 0 Timeline NEXT NEXTDECADE CORP More: the full row for NEXTDECADE 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: 17,100 shares; 2025Q4: 10,450 shares 10,450 $55.1K 0.01% -6,650 Timeline MVST MICROVAST HOLDINGS INC More: the full row for MICROVAST 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: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $42K 0.01% new Timeline WIMI WIMI HOLOGRAM CLOUD INC More: the full row for WIMI HOLOGRAM CLOUD 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $23.7K 0.01% 0 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 10,100 shares; 2025Q3: 10,100 shares; 2025Q4: 10,100 shares 10,100 $13.3K <0.01% 0 Timeline ASPIRE BIOPHARMA HLDGS INC … ASPIRE BIOPHARMA HLDGS INC COM More: the full row for ASPIRE BIOPHARMA HLDGS INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,611 shares; 2025Q2: 37,611 shares; 2025Q3: 37,611 shares; 2025Q4: 37,611 shares 37,611 $4.96K <0.01% 0