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: 116,997 shares; 2024Q4: 128,881 shares; 2025Q1: 135,863 shares; 2025Q2: 137,140 shares; 2025Q3: 140,252 shares; 2025Q4: 157,987 shares 157,987 $76.4M 6.02% +17,735 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: 380,548 shares; 2024Q4: 397,861 shares; 2025Q1: 447,096 shares; 2025Q2: 475,006 shares; 2025Q3: 363,703 shares; 2025Q4: 375,954 shares 375,954 $70.1M 5.52% +12,251 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: 214,353 shares; 2024Q4: 218,467 shares; 2025Q1: 234,065 shares; 2025Q2: 241,294 shares; 2025Q3: 232,448 shares; 2025Q4: 231,936 shares 231,936 $63.1M 4.97% -512 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: 179,195 shares; 2024Q4: 188,492 shares; 2025Q1: 188,997 shares; 2025Q2: 198,277 shares; 2025Q3: 190,682 shares; 2025Q4: 198,144 shares 198,144 $45.7M 3.6% +7,462 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: 19,519 shares; 2024Q4: 23,628 shares; 2025Q1: 22,210 shares; 2025Q2: 43,518 shares; 2025Q3: 68,216 shares; 2025Q4: 70,034 shares 70,034 $43M 3.39% +1,818 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: 182,335 shares; 2024Q4: 187,541 shares; 2025Q1: 177,017 shares; 2025Q2: 176,803 shares; 2025Q3: 143,381 shares; 2025Q4: 121,990 shares 121,990 $38.3M 3.02% -21,391 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: 58,656 shares; 2024Q4: 58,287 shares; 2025Q1: 41,827 shares; 2025Q2: 43,497 shares; 2025Q3: 38,166 shares; 2025Q4: 48,646 shares 48,646 $32.1M 2.53% +10,480 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: 68,829 shares; 2024Q4: 75,275 shares; 2025Q1: 92,219 shares; 2025Q2: 98,847 shares; 2025Q3: 72,867 shares; 2025Q4: 78,300 shares 78,300 $27.1M 2.13% +5,433 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 204,117 shares; 2025Q3: 206,501 shares; 2025Q4: 213,680 shares 213,680 $22.1M 1.74% +7,179 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: 47,428 shares; 2024Q4: 47,252 shares; 2025Q1: 49,495 shares; 2025Q2: 48,689 shares; 2025Q3: 50,193 shares; 2025Q4: 48,939 shares 48,939 $22M 1.73% -1,254 Timeline EWY 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: 94,882 shares; 2024Q4: 278,498 shares; 2025Q1: 324,454 shares; 2025Q2: 314,342 shares; 2025Q3: 245,149 shares; 2025Q4: 225,139 shares 225,139 $21.9M 1.72% -20,010 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,829 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,386 shares; 2025Q3: 67,464 shares; 2025Q4: 74,540 shares 74,540 $21.3M 1.68% +7,076 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: 24,777 shares; 2024Q4: 27,160 shares; 2025Q1: 29,141 shares; 2025Q2: 29,183 shares; 2025Q3: 21,647 shares; 2025Q4: 24,046 shares 24,046 $20.7M 1.63% +2,399 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: 23,158 shares; 2024Q4: 23,351 shares; 2025Q1: 23,370 shares; 2025Q2: 24,607 shares; 2025Q3: 19,684 shares; 2025Q4: 204,269 shares 204,269 $19.2M 1.51% +184,585 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,866 shares; 2024Q4: 70,323 shares; 2025Q1: 47,297 shares; 2025Q2: 169,744 shares; 2025Q3: 287,826 shares; 2025Q4: 186,119 shares 186,119 $18.7M 1.47% -101,707 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: 24,638 shares; 2024Q4: 26,503 shares; 2025Q1: 30,132 shares; 2025Q2: 27,739 shares; 2025Q3: 34,149 shares; 2025Q4: 35,904 shares 35,904 $18M 1.42% +1,755 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: 20,587 shares; 2024Q4: 32,396 shares; 2025Q1: 35,282 shares; 2025Q2: 17,900 shares; 2025Q3: 20,682 shares; 2025Q4: 16,342 shares 16,342 $17.6M 1.38% -4,340 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,300 shares; 2024Q4: 12,311 shares; 2025Q1: 14,878 shares; 2025Q2: 15,295 shares; 2025Q3: 15,792 shares; 2025Q4: 16,322 shares 16,322 $17.5M 1.38% +530 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: 1,850 shares; 2024Q4: 2,481 shares; 2025Q1: 1,956 shares; 2025Q2: 96,532 shares; 2025Q3: 131,448 shares; 2025Q4: 137,487 shares 137,487 $16.5M 1.3% +6,039 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,881 shares; 2024Q4: 36,346 shares; 2025Q1: 38,227 shares; 2025Q2: 70,685 shares; 2025Q3: 53,480 shares; 2025Q4: 83,886 shares 83,886 $16.5M 1.3% +30,406 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: 49,030 shares; 2024Q4: 50,666 shares; 2025Q1: 59,289 shares; 2025Q2: 61,974 shares; 2025Q3: 48,527 shares; 2025Q4: 52,434 shares 52,434 $15.9M 1.26% +3,907 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 172,210 shares; 2025Q3: 182,544 shares; 2025Q4: 191,000 shares 191,000 $15.2M 1.2% +8,456 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: 4,754 shares; 2024Q4: 5,130 shares; 2025Q1: 38,100 shares; 2025Q2: 34,524 shares; 2025Q3: 38,895 shares; 2025Q4: 42,236 shares 42,236 $14.9M 1.18% +3,341 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: 118,036 shares; 2024Q4: 119,450 shares; 2025Q1: 122,286 shares; 2025Q2: 108,737 shares; 2025Q3: 102,492 shares; 2025Q4: 100,807 shares 100,807 $14.5M 1.14% -1,685 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: 19,870 shares; 2024Q4: 20,893 shares; 2025Q1: 25,260 shares; 2025Q2: 44,248 shares; 2025Q3: 42,778 shares; 2025Q4: 43,966 shares 43,966 $14.2M 1.12% +1,188 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: 342,932 shares; 2024Q4: 347,013 shares; 2025Q1: 10,106 shares; 2025Q2: not reported; 2025Q3: 377,030 shares; 2025Q4: 381,630 shares 381,630 $14.1M 1.11% +4,600 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: 72,289 shares; 2024Q4: 73,628 shares; 2025Q1: 84,363 shares; 2025Q2: 87,538 shares; 2025Q3: 63,453 shares; 2025Q4: 64,357 shares 64,357 $13.8M 1.09% +904 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: not reported; 2025Q2: 599,624 shares; 2025Q3: 539,942 shares; 2025Q4: 695,612 shares 695,612 $13.5M 1.06% +155,670 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON 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: 346,890 shares; 2025Q3: 468,739 shares; 2025Q4: 474,973 shares 474,973 $13.4M 1.06% +6,234 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,710 shares; 2025Q3: 34,095 shares; 2025Q4: 36,227 shares 36,227 $13.4M 1.06% +2,132 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: 34,362 shares; 2024Q4: 30,637 shares; 2025Q1: 25,032 shares; 2025Q2: 33,712 shares; 2025Q3: 4,547 shares; 2025Q4: 19,172 shares 19,172 $13.1M 1.03% +14,625 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: 65,710 shares; 2024Q4: 67,429 shares; 2025Q1: 83,016 shares; 2025Q2: 79,622 shares; 2025Q3: 73,866 shares; 2025Q4: 77,475 shares 77,475 $12.6M 0.99% +3,609 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,384 shares; 2025Q3: 2,242 shares; 2025Q4: 107,150 shares 107,150 $12.3M 0.97% +104,908 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: 171,698 shares; 2025Q3: 175,889 shares; 2025Q4: 182,907 shares 182,907 $12.1M 0.95% +7,018 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: 96,424 shares; 2024Q4: 15,169 shares; 2025Q1: 5,964 shares; 2025Q2: 5,374 shares; 2025Q3: 185,816 shares; 2025Q4: 233,014 shares 233,014 $11.9M 0.93% +47,198 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 226,465 shares 226,465 $11.4M 0.9% new 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: 592 shares; 2024Q4: 602 shares; 2025Q1: 584 shares; 2025Q2: 13,688 shares; 2025Q3: 12,287 shares; 2025Q4: 12,762 shares 12,762 $11.2M 0.88% +475 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,292 shares; 2025Q4: 35,095 shares 35,095 $11.2M 0.88% +2,803 Timeline GBIL 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: 33,914 shares; 2024Q4: 17,242 shares; 2025Q1: 48,310 shares; 2025Q2: 59,688 shares; 2025Q3: 35,721 shares; 2025Q4: 111,027 shares 111,027 $11.1M 0.87% +75,306 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: 11,682 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,680 shares 81,680 $10.7M 0.84% new Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,542 shares; 2024Q4: 81,780 shares; 2025Q1: 105,507 shares; 2025Q2: 114,165 shares; 2025Q3: 119,637 shares; 2025Q4: 153,088 shares 153,088 $10.4M 0.82% +33,451 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 213,804 shares; 2025Q4: 255,237 shares 255,237 $10.4M 0.82% +41,433 Timeline JBS JBS N.V. More: the full row for JBS N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 563,619 shares; 2025Q3: 650,588 shares; 2025Q4: 711,525 shares 711,525 $10.3M 0.81% +60,937 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: not reported; 2024Q4: 19,373 shares; 2025Q1: not reported; 2025Q2: 99,624 shares; 2025Q3: 116,410 shares; 2025Q4: 101,582 shares 101,582 $9.93M 0.78% -14,828 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS 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: 168,668 shares 168,668 $9.87M 0.78% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 192,045 shares 192,045 $9.7M 0.76% new 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: 41,458 shares; 2024Q4: 24,496 shares; 2025Q1: 17,148 shares; 2025Q2: 17,148 shares; 2025Q3: 17,469 shares; 2025Q4: 65,564 shares 65,564 $9.44M 0.74% +48,095 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: 15,358 shares; 2024Q4: 15,555 shares; 2025Q1: 16,174 shares; 2025Q2: 16,422 shares; 2025Q3: 14,151 shares; 2025Q4: 13,725 shares 13,725 $9.4M 0.74% -426 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: not reported; 2024Q4: not reported; 2025Q1: 12,039 shares; 2025Q2: 27,272 shares; 2025Q3: not reported; 2025Q4: 117,344 shares 117,344 $9.32M 0.73% new Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 95,507 shares; 2025Q4: 101,382 shares 101,382 $9.29M 0.73% +5,875 Timeline FISV FISERV INC More: the full row for FISERV 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: 138,206 shares 138,206 $9.28M 0.73% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,891 shares; 2025Q2: 39,958 shares; 2025Q3: 40,120 shares; 2025Q4: 41,647 shares 41,647 $9.04M 0.71% +1,527 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: not reported; 2025Q4: 55,402 shares 55,402 $8.57M 0.68% new 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: 10,689 shares; 2024Q4: 11,084 shares; 2025Q1: 12,164 shares; 2025Q2: 161,282 shares; 2025Q3: 165,274 shares; 2025Q4: 174,227 shares 174,227 $8.16M 0.64% +8,953 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: 46,590 shares; 2025Q4: 58,781 shares 58,781 $8.02M 0.63% +12,191 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: 15,352 shares; 2024Q4: 16,372 shares; 2025Q1: 15,201 shares; 2025Q2: 23,569 shares; 2025Q3: 22,039 shares; 2025Q4: 24,717 shares 24,717 $7.74M 0.61% +2,678 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,541 shares; 2025Q3: 130,737 shares; 2025Q4: 137,063 shares 137,063 $7.54M 0.59% +6,326 Timeline IHF 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: 151,112 shares 151,112 $7.24M 0.57% new Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,852 shares; 2024Q4: not reported; 2025Q1: 5,028 shares; 2025Q2: 12,814 shares; 2025Q3: 58,607 shares; 2025Q4: 64,025 shares 64,025 $6.45M 0.51% +5,418 Timeline GVIP 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: not reported; 2024Q4: not reported; 2025Q1: 18,519 shares; 2025Q2: 25,412 shares; 2025Q3: 35,323 shares; 2025Q4: 38,258 shares 38,258 $5.93M 0.47% +2,935 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,506 shares; 2025Q2: 77,320 shares; 2025Q3: 118,990 shares; 2025Q4: 127,710 shares 127,710 $5.38M 0.42% +8,720 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: 112,249 shares; 2024Q4: 147,530 shares; 2025Q1: 54,379 shares; 2025Q2: 53,183 shares; 2025Q3: 91,161 shares; 2025Q4: 107,143 shares 107,143 $5.27M 0.41% +15,982 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,502 shares; 2024Q4: 33,694 shares; 2025Q1: 19,231 shares; 2025Q2: 22,775 shares; 2025Q3: 23,584 shares; 2025Q4: 24,537 shares 24,537 $5.03M 0.4% +953 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,838 shares; 2025Q4: 40,733 shares 40,733 $4.8M 0.38% +1,895 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,654 shares; 2025Q3: 14,934 shares; 2025Q4: 21,532 shares 21,532 $4.73M 0.37% +6,598 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,094 shares; 2025Q3: 16,216 shares; 2025Q4: 18,352 shares 18,352 $4.52M 0.36% +2,136 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: 40,994 shares; 2024Q4: 40,929 shares; 2025Q1: 38,302 shares; 2025Q2: 38,644 shares; 2025Q3: 37,687 shares; 2025Q4: 36,102 shares 36,102 $4.45M 0.35% -1,585 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: 50,006 shares; 2024Q4: 52,394 shares; 2025Q1: 61,279 shares; 2025Q2: 41,038 shares; 2025Q3: 38,571 shares; 2025Q4: 37,013 shares 37,013 $4.45M 0.35% -1,558 Timeline RSST 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: 194,293 shares; 2024Q4: 312,588 shares; 2025Q1: 74,129 shares; 2025Q2: 63,310 shares; 2025Q3: 133,460 shares; 2025Q4: 155,050 shares 155,050 $4.4M 0.35% +21,590 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,065 shares; 2025Q3: 67,212 shares; 2025Q4: 83,140 shares 83,140 $4.02M 0.32% +15,928 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 211,242 shares; 2025Q1: 39,067 shares; 2025Q2: 73,416 shares; 2025Q3: 124,784 shares; 2025Q4: 140,035 shares 140,035 $4M 0.31% +15,251 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: 6,647 shares; 2024Q4: 131,500 shares; 2025Q1: 100,173 shares; 2025Q2: 7,749 shares; 2025Q3: not reported; 2025Q4: 41,350 shares 41,350 $3.78M 0.3% new Timeline FCVT 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: not reported; 2025Q4: 86,666 shares 86,666 $3.73M 0.29% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,305 shares 119,305 $3.44M 0.27% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,294 shares; 2024Q4: 8,006 shares; 2025Q1: 5,707 shares; 2025Q2: 5,671 shares; 2025Q3: 5,547 shares; 2025Q4: 5,450 shares 5,450 $3.42M 0.27% -97 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: 141,531 shares; 2024Q4: 144,381 shares; 2025Q1: 146,465 shares; 2025Q2: 160,772 shares; 2025Q3: 168,753 shares; 2025Q4: 175,316 shares 175,316 $3.19M 0.25% +6,563 Timeline RSSY 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: 113,842 shares; 2024Q4: 217,351 shares; 2025Q1: 68,723 shares; 2025Q2: 62,678 shares; 2025Q3: 135,440 shares; 2025Q4: 166,293 shares 166,293 $3.19M 0.25% +30,853 Timeline HYLS 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: 60,428 shares; 2024Q4: 64,634 shares; 2025Q1: 61,510 shares; 2025Q2: 66,053 shares; 2025Q3: 72,242 shares; 2025Q4: 75,947 shares 75,947 $3.18M 0.25% +3,705 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: 54,473 shares; 2024Q4: 58,542 shares; 2025Q1: 57,583 shares; 2025Q2: 60,940 shares; 2025Q3: 65,150 shares; 2025Q4: 68,851 shares 68,851 $3.16M 0.25% +3,701 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: not reported; 2024Q4: 24,095 shares; 2025Q1: 22,541 shares; 2025Q2: 21,764 shares; 2025Q3: 24,951 shares; 2025Q4: 27,890 shares 27,890 $3.07M 0.24% +2,939 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: not reported; 2025Q2: not reported; 2025Q3: 1,894 shares; 2025Q4: 17,746 shares 17,746 $3.04M 0.24% +15,852 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: not reported; 2024Q4: 58,872 shares; 2025Q1: 50,345 shares; 2025Q2: 23,306 shares; 2025Q3: 33,654 shares; 2025Q4: 36,102 shares 36,102 $2.99M 0.24% +2,448 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,244 shares; 2024Q4: 17,439 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,171 shares 18,171 $2.57M 0.2% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,757 shares; 2025Q1: 26,822 shares; 2025Q2: 67,195 shares; 2025Q3: 29,391 shares; 2025Q4: 31,676 shares 31,676 $2.55M 0.2% +2,285 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,705 shares; 2025Q3: 7,123 shares; 2025Q4: 7,448 shares 7,448 $2.5M 0.2% +325 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,581 shares; 2025Q4: 9,055 shares 9,055 $2.49M 0.2% +474 Timeline AXIL AXIL BRANDS INC More: the full row for AXIL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 304,396 shares; 2025Q1: 304,396 shares; 2025Q2: 303,696 shares; 2025Q3: 334,756 shares; 2025Q4: 334,756 shares 334,756 $2.32M 0.18% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,582 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,256 shares; 2025Q3: 19,423 shares; 2025Q4: 20,928 shares 20,928 $2.31M 0.18% +1,505 Timeline EMB 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: 20,437 shares; 2025Q1: 19,773 shares; 2025Q2: 12,504 shares; 2025Q3: 22,422 shares; 2025Q4: 23,746 shares 23,746 $2.29M 0.18% +1,324 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,613 shares; 2024Q4: 55,616 shares; 2025Q1: 9,446 shares; 2025Q2: 83,344 shares; 2025Q3: 4,996 shares; 2025Q4: 20,397 shares 20,397 $2.25M 0.18% +15,401 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,944 shares; 2025Q1: 22,791 shares; 2025Q2: 17,497 shares; 2025Q3: 22,489 shares; 2025Q4: 23,676 shares 23,676 $2.11M 0.17% +1,187 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: 106,522 shares; 2024Q4: 117,257 shares; 2025Q1: 118,951 shares; 2025Q2: 11,460 shares; 2025Q3: 15,259 shares; 2025Q4: 10,989 shares 10,989 $2.11M 0.17% -4,270 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: 27,360 shares; 2024Q4: 8,220 shares; 2025Q1: 8,394 shares; 2025Q2: 7,910 shares; 2025Q3: 6,647 shares; 2025Q4: 6,433 shares 6,433 $1.98M 0.16% -214 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,622 shares; 2024Q4: 145,532 shares; 2025Q1: 145,532 shares; 2025Q2: 145,007 shares; 2025Q3: 145,001 shares; 2025Q4: 140,817 shares 140,817 $1.98M 0.16% -4,184 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,329 shares 34,329 $1.88M 0.15% new Timeline FOXA FOX CORP More: the full row for FOX 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: 23,744 shares; 2025Q3: 24,252 shares; 2025Q4: 23,013 shares 23,013 $1.68M 0.13% -1,239 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,246 shares; 2024Q4: 12,692 shares; 2025Q1: 7,431 shares; 2025Q2: 7,021 shares; 2025Q3: 5,646 shares; 2025Q4: 6,006 shares 6,006 $1.68M 0.13% +360 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 881 shares; 2025Q1: 3,012 shares; 2025Q2: 600 shares; 2025Q3: 1,179 shares; 2025Q4: 2,421 shares 2,421 $1.63M 0.13% +1,242 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 8,240 shares 8,240 $1.59M 0.13% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,354 shares; 2025Q3: 16,068 shares; 2025Q4: 18,609 shares 18,609 $1.49M 0.12% +2,541 Timeline DVOL 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: 45,349 shares; 2024Q4: 37,138 shares; 2025Q1: 38,041 shares; 2025Q2: 31,967 shares; 2025Q3: 40,389 shares; 2025Q4: 40,309 shares 40,309 $1.41M 0.11% -80 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,399 shares; 2025Q1: 28,059 shares; 2025Q2: 19,268 shares; 2025Q3: 15,428 shares; 2025Q4: 7,925 shares 7,925 $1.41M 0.11% -7,503 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE 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: 49,057 shares 49,057 $1.41M 0.11% new Timeline M MACYS INC More: the full row for MACYS 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: 63,327 shares 63,327 $1.4M 0.11% new 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: 9,780 shares; 2024Q4: 11,036 shares; 2025Q1: 13,552 shares; 2025Q2: 1,155 shares; 2025Q3: 1,211 shares; 2025Q4: 2,382 shares 2,382 $1.36M 0.11% +1,171 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: 18,815 shares; 2024Q4: 23,374 shares; 2025Q1: not reported; 2025Q2: 9,227 shares; 2025Q3: 5,626 shares; 2025Q4: 8,452 shares 8,452 $1.35M 0.11% +2,826 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,447 shares; 2024Q4: 2,794 shares; 2025Q1: 2,788 shares; 2025Q2: 2,763 shares; 2025Q3: 2,763 shares; 2025Q4: 2,723 shares 2,723 $1.33M 0.1% -40 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: 23,049 shares; 2024Q4: 63,532 shares; 2025Q1: 60,731 shares; 2025Q2: 54,580 shares; 2025Q3: 51,638 shares; 2025Q4: 48,121 shares 48,121 $1.32M 0.1% -3,517 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,415 shares 9,415 $1.27M 0.1% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,279 shares 7,279 $1.25M 0.1% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,294 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,703 shares; 2025Q4: 1,294 shares 1,294 $1.21M 0.1% -409 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 154,409 shares 154,409 $1.2M 0.09% new 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: 34,755 shares; 2024Q4: 34,548 shares; 2025Q1: 97,749 shares; 2025Q2: 33,505 shares; 2025Q3: 29,534 shares; 2025Q4: 33,109 shares 33,109 $1.13M 0.09% +3,575 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: 4,453 shares; 2024Q4: 4,579 shares; 2025Q1: 3,742 shares; 2025Q2: 3,618 shares; 2025Q3: 4,005 shares; 2025Q4: 3,211 shares 3,211 $1.13M 0.09% -794 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,008 shares; 2025Q1: 3,575 shares; 2025Q2: 12,665 shares; 2025Q3: 9,856 shares; 2025Q4: 9,559 shares 9,559 $1.07M 0.08% -297 Timeline DVLU 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: 127,002 shares; 2024Q4: 43,997 shares; 2025Q1: 43,342 shares; 2025Q2: 28,294 shares; 2025Q3: 31,210 shares; 2025Q4: 29,671 shares 29,671 $1.06M 0.08% -1,539 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS 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: 31,080 shares 31,080 $1.05M 0.08% new Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,650 shares; 2024Q4: 9,206 shares; 2025Q1: 8,903 shares; 2025Q2: 12,225 shares; 2025Q3: 8,689 shares; 2025Q4: 8,543 shares 8,543 $994K 0.08% -146 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: not reported; 2024Q4: 8,023 shares; 2025Q1: 95,761 shares; 2025Q2: 66,787 shares; 2025Q3: 43,772 shares; 2025Q4: 5,095 shares 5,095 $993K 0.08% -38,677 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,905 shares; 2025Q1: 3,785 shares; 2025Q2: 3,390 shares; 2025Q3: 4,454 shares; 2025Q4: 8,898 shares 8,898 $991K 0.08% +4,444 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 6,876 shares 6,876 $989K 0.08% new Timeline RSSB 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: 38,442 shares; 2025Q3: 35,140 shares; 2025Q4: 35,040 shares 35,040 $985K 0.08% -100 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: 8,782 shares; 2024Q4: 8,782 shares; 2025Q1: 6,304 shares; 2025Q2: 6,304 shares; 2025Q3: 6,312 shares; 2025Q4: 6,304 shares 6,304 $978K 0.08% -8 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 5,552 shares; 2025Q1: 8,781 shares; 2025Q2: 5,089 shares; 2025Q3: 3,898 shares; 2025Q4: 4,247 shares 4,247 $962K 0.08% +349 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,684 shares 9,684 $956K 0.08% new 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: 9,899 shares; 2024Q4: 10,839 shares; 2025Q1: 11,247 shares; 2025Q2: 11,239 shares; 2025Q3: 11,920 shares; 2025Q4: 10,200 shares 10,200 $944K 0.07% -1,720 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES 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: 8,428 shares; 2025Q3: 6,048 shares; 2025Q4: 5,557 shares 5,557 $942K 0.07% -491 Timeline QCLN 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: not reported; 2025Q4: 20,979 shares 20,979 $936K 0.07% new Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,264 shares; 2025Q4: 5,705 shares 5,705 $923K 0.07% +441 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,557 shares 9,557 $919K 0.07% new Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,156 shares; 2025Q2: not reported; 2025Q3: 5,303 shares; 2025Q4: 5,579 shares 5,579 $913K 0.07% +276 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,379 shares; 2024Q4: 4,473 shares; 2025Q1: 4,530 shares; 2025Q2: 6,191 shares; 2025Q3: 8,136 shares; 2025Q4: 3,504 shares 3,504 $877K 0.07% -4,632 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,306 shares; 2024Q4: 147,844 shares; 2025Q1: 38,440 shares; 2025Q2: not reported; 2025Q3: 10,724 shares; 2025Q4: 9,556 shares 9,556 $874K 0.07% -1,168 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,172 shares; 2025Q1: 2,557 shares; 2025Q2: 21,359 shares; 2025Q3: 13,971 shares; 2025Q4: 13,581 shares 13,581 $873K 0.07% -390 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 35,032 shares; 2025Q2: 18,016 shares; 2025Q3: 18,878 shares; 2025Q4: 7,643 shares 7,643 $864K 0.07% -11,235 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 1,419 shares; 2025Q4: 2,155 shares 2,155 $857K 0.07% +736 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,025 shares; 2025Q4: 10,493 shares 10,493 $834K 0.07% +3,468 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,223 shares; 2024Q4: 6,021 shares; 2025Q1: 5,832 shares; 2025Q2: 5,743 shares; 2025Q3: 5,729 shares; 2025Q4: 5,653 shares 5,653 $798K 0.06% -76 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: not reported; 2025Q3: 513 shares; 2025Q4: 1,643 shares 1,643 $770K 0.06% +1,130 Timeline DFUS 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: 4,759 shares; 2024Q4: 10,361 shares; 2025Q1: 10,361 shares; 2025Q2: 10,361 shares; 2025Q3: 10,361 shares; 2025Q4: 10,361 shares 10,361 $768K 0.06% 0 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: 9,755 shares; 2024Q4: 9,625 shares; 2025Q1: 8,566 shares; 2025Q2: 8,264 shares; 2025Q3: 8,366 shares; 2025Q4: 8,363 shares 8,363 $704K 0.06% -3 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: 36,266 shares; 2024Q4: 37,148 shares; 2025Q1: 38,886 shares; 2025Q2: 2,433 shares; 2025Q3: 2,410 shares; 2025Q4: 2,402 shares 2,402 $697K 0.05% -8 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,527 shares; 2025Q3: 1,772 shares; 2025Q4: 1,243 shares 1,243 $688K 0.05% -529 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: 3,750 shares; 2024Q4: 3,161 shares; 2025Q1: 3,403 shares; 2025Q2: 3,136 shares; 2025Q3: 3,175 shares; 2025Q4: 2,566 shares 2,566 $664K 0.05% -609 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,703 shares; 2025Q4: 3,904 shares 3,904 $628K 0.05% +2,201 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: 4,021 shares; 2024Q4: 4,143 shares; 2025Q1: 4,254 shares; 2025Q2: 3,650 shares; 2025Q3: 3,678 shares; 2025Q4: 3,668 shares 3,668 $627K 0.05% -10 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 116,684 shares; 2025Q2: not reported; 2025Q3: 4,183 shares; 2025Q4: 11,813 shares 11,813 $598K 0.05% +7,630 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,573 shares; 2024Q4: 23,563 shares; 2025Q1: 23,600 shares; 2025Q2: 22,960 shares; 2025Q3: 26,781 shares; 2025Q4: 27,057 shares 27,057 $595K 0.05% +276 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,695 shares; 2025Q2: 22,160 shares; 2025Q3: 27,019 shares; 2025Q4: 26,810 shares 26,810 $577K 0.05% -209 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,849 shares; 2025Q3: 4,060 shares; 2025Q4: 3,583 shares 3,583 $575K 0.05% -477 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,092 shares; 2024Q4: 21,194 shares; 2025Q1: 21,243 shares; 2025Q2: 21,358 shares; 2025Q3: 25,651 shares; 2025Q4: 25,102 shares 25,102 $568K 0.04% -549 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,711 shares; 2024Q4: 21,872 shares; 2025Q1: 21,971 shares; 2025Q2: 21,015 shares; 2025Q3: 24,457 shares; 2025Q4: 24,308 shares 24,308 $567K 0.04% -149 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: 9,425 shares; 2024Q4: 8,346 shares; 2025Q1: 8,526 shares; 2025Q2: 9,006 shares; 2025Q3: 8,668 shares; 2025Q4: 8,634 shares 8,634 $556K 0.04% -34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,125 shares; 2025Q3: 3,393 shares; 2025Q4: 7,015 shares 7,015 $554K 0.04% +3,622 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,024 shares; 2025Q3: 9,227 shares; 2025Q4: 9,432 shares 9,432 $544K 0.04% +205 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,465 shares; 2025Q3: 1,628 shares; 2025Q4: 1,971 shares 1,971 $507K 0.04% +343 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,837 shares; 2025Q3: 7,006 shares; 2025Q4: 7,235 shares 7,235 $506K 0.04% +229 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,875 shares; 2025Q3: 774 shares; 2025Q4: 1,455 shares 1,455 $480K 0.04% +681 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,559 shares; 2025Q1: 5,404 shares; 2025Q2: 5,112 shares; 2025Q3: 5,667 shares; 2025Q4: 5,900 shares 5,900 $479K 0.04% +233 Timeline INSM INSMED INC More: the full row for INSMED 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: 2,750 shares 2,750 $479K 0.04% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,165 shares 2,165 $475K 0.04% new 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: 11,671 shares; 2024Q4: 11,609 shares; 2025Q1: 7,197 shares; 2025Q2: 7,167 shares; 2025Q3: 7,337 shares; 2025Q4: 7,436 shares 7,436 $474K 0.04% +99 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,757 shares; 2025Q3: 3,873 shares; 2025Q4: 3,833 shares 3,833 $459K 0.04% -40 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,948 shares; 2025Q1: 1,878 shares; 2025Q2: 1,563 shares; 2025Q3: 2,057 shares; 2025Q4: 1,948 shares 1,948 $445K 0.04% -109 Timeline DWAW ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,588 shares; 2024Q4: 9,264 shares; 2025Q1: 9,397 shares; 2025Q2: 9,376 shares; 2025Q3: 9,468 shares; 2025Q4: 10,021 shares 10,021 $443K 0.03% +553 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: not reported; 2025Q3: 5,662 shares; 2025Q4: 5,833 shares 5,833 $440K 0.03% +171 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: 79,489 shares; 2025Q3: 92,881 shares; 2025Q4: 6,136 shares 6,136 $439K 0.03% -86,745 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,927 shares; 2025Q3: 5,660 shares; 2025Q4: 666 shares 666 $435K 0.03% -4,994 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,098 shares; 2025Q3: 8,228 shares; 2025Q4: 8,875 shares 8,875 $435K 0.03% +647 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR 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: 1,624 shares 1,624 $424K 0.03% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,510 shares; 2025Q1: 279,868 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,918 shares 19,918 $418K 0.03% new Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: not reported; 2025Q4: 5,785 shares 5,785 $413K 0.03% new Timeline NTRA NATERA INC More: the full row for NATERA 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: 1,799 shares 1,799 $412K 0.03% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142,014 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,846 shares 9,846 $406K 0.03% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 982 shares; 2025Q1: 1,072 shares; 2025Q2: 744 shares; 2025Q3: 1,305 shares; 2025Q4: 1,284 shares 1,284 $398K 0.03% -21 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,366 shares 1,366 $392K 0.03% new Timeline XJUN 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: 8,920 shares; 2024Q4: 8,440 shares; 2025Q1: 8,440 shares; 2025Q2: 8,487 shares; 2025Q3: 9,513 shares; 2025Q4: 9,010 shares 9,010 $387K 0.03% -503 Timeline XDEC 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: 8,286 shares; 2024Q4: 8,952 shares; 2025Q1: 9,006 shares; 2025Q2: 8,929 shares; 2025Q3: 10,034 shares; 2025Q4: 9,369 shares 9,369 $383K 0.03% -665 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR 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: 11,844 shares; 2025Q3: 15,146 shares; 2025Q4: 1,486 shares 1,486 $380K 0.03% -13,660 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,071 shares 2,071 $380K 0.03% new 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: 2,930 shares; 2024Q4: 2,389 shares; 2025Q1: 1,867 shares; 2025Q2: 1,793 shares; 2025Q3: 1,967 shares; 2025Q4: 1,864 shares 1,864 $378K 0.03% -103 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: not reported; 2024Q4: not reported; 2025Q1: 1,811 shares; 2025Q2: not reported; 2025Q3: 1,341 shares; 2025Q4: 2,126 shares 2,126 $377K 0.03% +785 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109,154 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,847 shares 7,847 $374K 0.03% new Timeline MNTN MNTN INC More: the full row for MNTN 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: 30,965 shares 30,965 $370K 0.03% new Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,924 shares; 2025Q4: 10,433 shares 10,433 $358K 0.03% -1,491 Timeline QDEC 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: 11,970 shares; 2024Q4: 10,621 shares; 2025Q1: 11,982 shares; 2025Q2: 11,562 shares; 2025Q3: 11,930 shares; 2025Q4: 10,977 shares 10,977 $357K 0.03% -953 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 627 shares; 2025Q4: 601 shares 601 $344K 0.03% -26 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: not reported; 2024Q4: 14,653 shares; 2025Q1: 13,707 shares; 2025Q2: 3,656 shares; 2025Q3: 2,634 shares; 2025Q4: 2,639 shares 2,639 $343K 0.03% +5 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 992 shares 992 $334K 0.03% new Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS 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: 31,363 shares; 2025Q3: 26,262 shares; 2025Q4: 7,219 shares 7,219 $330K 0.03% -19,043 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: 32,665 shares; 2024Q4: 36,864 shares; 2025Q1: 56,487 shares; 2025Q2: 56,928 shares; 2025Q3: 61,862 shares; 2025Q4: 2,303 shares 2,303 $330K 0.03% -59,559 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: 4,543 shares; 2024Q4: 4,613 shares; 2025Q1: 4,613 shares; 2025Q2: 4,613 shares; 2025Q3: 4,813 shares; 2025Q4: 4,813 shares 4,813 $329K 0.03% 0 Timeline RZV 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: 3,290 shares; 2025Q3: 2,709 shares; 2025Q4: 2,709 shares 2,709 $322K 0.03% 0 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: 12,376 shares; 2024Q4: 13,719 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,940 shares 3,940 $322K 0.03% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares; 2025Q2: 981 shares; 2025Q3: 981 shares; 2025Q4: 981 shares 981 $317K 0.03% 0 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: 5,745 shares; 2024Q4: 1,360 shares; 2025Q1: 1,164 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,098 shares 1,098 $316K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 888 shares 888 $312K 0.02% new 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: 4,359 shares; 2024Q4: 5,193 shares; 2025Q1: 6,345 shares; 2025Q2: 3,598 shares; 2025Q3: 3,733 shares; 2025Q4: 3,935 shares 3,935 $303K 0.02% +202 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: not reported; 2024Q4: 6,369 shares; 2025Q1: 6,559 shares; 2025Q2: 1,525 shares; 2025Q3: 1,104 shares; 2025Q4: 1,117 shares 1,117 $301K 0.02% +13 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: not reported; 2024Q4: 1,005 shares; 2025Q1: 1,250 shares; 2025Q2: 1,012 shares; 2025Q3: not reported; 2025Q4: 1,010 shares 1,010 $299K 0.02% new Timeline GOEX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,286 shares; 2025Q4: 3,672 shares 3,672 $296K 0.02% -614 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: not reported; 2024Q4: 1,825 shares; 2025Q1: 1,713 shares; 2025Q2: 1,794 shares; 2025Q3: 2,116 shares; 2025Q4: 1,895 shares 1,895 $291K 0.02% -221 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,352 shares; 2025Q4: 12,313 shares 12,313 $291K 0.02% -1,039 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: not reported; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 1,517 shares; 2025Q3: 1,517 shares; 2025Q4: 1,517 shares 1,517 $290K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,570 shares 9,570 $286K 0.02% new Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 4,812 shares 4,812 $284K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,812 shares 7,812 $283K 0.02% new 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: not reported; 2024Q4: 7,034 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,753 shares 1,753 $283K 0.02% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 2,105 shares; 2025Q1: 2,144 shares; 2025Q2: 2,093 shares; 2025Q3: 2,093 shares; 2025Q4: 2,085 shares 2,085 $278K 0.02% -8 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: 2,134 shares; 2025Q1: 2,292 shares; 2025Q2: 2,203 shares; 2025Q3: 2,400 shares; 2025Q4: 2,169 shares 2,169 $277K 0.02% -231 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 1,495 shares 1,495 $276K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,918 shares 1,918 $275K 0.02% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,396 shares; 2024Q4: 1,221 shares; 2025Q1: 972 shares; 2025Q2: 963 shares; 2025Q3: 1,127 shares; 2025Q4: 1,132 shares 1,132 $275K 0.02% +5 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,425 shares 3,425 $274K 0.02% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 3,272 shares; 2025Q1: 3,210 shares; 2025Q2: 3,051 shares; 2025Q3: 3,365 shares; 2025Q4: 2,778 shares 2,778 $273K 0.02% -587 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: 27,084 shares; 2024Q4: 27,698 shares; 2025Q1: 27,229 shares; 2025Q2: 29,256 shares; 2025Q3: 4,866 shares; 2025Q4: 4,052 shares 4,052 $255K 0.02% -814 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,164 shares 10,164 $252K 0.02% new Timeline ALG ALAMO GROUP INC More: the full row for ALAMO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,663 shares; 2025Q1: 1,663 shares; 2025Q2: 1,663 shares; 2025Q3: 1,663 shares; 2025Q4: 1,483 shares 1,483 $249K 0.02% -180 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: 1,747 shares; 2024Q4: 1,747 shares; 2025Q1: 1,747 shares; 2025Q2: 1,747 shares; 2025Q3: 1,747 shares; 2025Q4: 1,747 shares 1,747 $247K 0.02% 0 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: 2,716 shares; 2024Q4: 2,756 shares; 2025Q1: 2,810 shares; 2025Q2: 2,406 shares; 2025Q3: 2,450 shares; 2025Q4: 2,368 shares 2,368 $243K 0.02% -82 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,198 shares 5,198 $242K 0.02% new Timeline DWUS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,767 shares; 2024Q4: 4,374 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,133 shares; 2025Q4: 4,449 shares 4,449 $241K 0.02% +316 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,940 shares; 2025Q4: 2,795 shares 2,795 $240K 0.02% -145 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,966 shares 4,966 $238K 0.02% new Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,584 shares; 2025Q3: 1,483 shares; 2025Q4: 1,548 shares 1,548 $237K 0.02% +65 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 14,486 shares 14,486 $233K 0.02% new 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: 262 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares 1,500 $230K 0.02% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS 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: 1,025 shares 1,025 $229K 0.02% new Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 217,547 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,661 shares 9,661 $226K 0.02% new Timeline PSP 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: 2,982 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,361 shares 3,361 $225K 0.02% new Timeline BP BP PLC More: the full row for BP 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: 6,459 shares 6,459 $224K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,041 shares 11,041 $223K 0.02% new Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 2,919 shares 2,919 $223K 0.02% new Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,073 shares 5,073 $220K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,541 shares; 2025Q3: 5,017 shares; 2025Q4: 3,061 shares 3,061 $219K 0.02% -1,956 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: 810 shares; 2024Q4: 819 shares; 2025Q1: 792 shares; 2025Q2: 622 shares; 2025Q3: not reported; 2025Q4: 385 shares 385 $218K 0.02% new 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: 280 shares 280 $216K 0.02% new Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS 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: 441,176 shares; 2025Q4: 10,380 shares 10,380 $215K 0.02% -430,796 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,167 shares 1,167 $215K 0.02% new Timeline AMLP 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: 4,372 shares; 2024Q4: 91,353 shares; 2025Q1: 43,399 shares; 2025Q2: 4,285 shares; 2025Q3: 4,524 shares; 2025Q4: 4,569 shares 4,569 $215K 0.02% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 827 shares; 2025Q3: 867 shares; 2025Q4: 829 shares 829 $213K 0.02% -38 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: 14,282 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,916 shares; 2025Q3: 1,787 shares; 2025Q4: 1,935 shares 1,935 $210K 0.02% +148 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,694 shares 3,694 $208K 0.02% new 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: 12,858 shares; 2024Q4: 12,797 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 831 shares; 2025Q4: 765 shares 765 $207K 0.02% -66 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: 23,062 shares; 2024Q4: 26,369 shares; 2025Q1: 42,662 shares; 2025Q2: not reported; 2025Q3: 1,303 shares; 2025Q4: 992 shares 992 $205K 0.02% -311 Timeline CO-DIAGNOSTICS INC CO-DIAGNOSTICS INC More: the full row for CO-DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,181,633 shares; 2025Q1: 1,181,633 shares; 2025Q2: 1,181,633 shares; 2025Q3: 1,181,633 shares; 2025Q4: 1,181,633 shares 1,181,633 $199K 0.02% 0 LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT 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: 17,623 shares 17,623 $194K 0.02% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,374 shares; 2025Q4: 10,020 shares 10,020 $177K 0.01% -1,354 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,466 shares; 2024Q4: 11,466 shares; 2025Q1: 11,466 shares; 2025Q2: 11,466 shares; 2025Q3: 11,466 shares; 2025Q4: 11,466 shares 11,466 $83.9K 0.01% 0 Timeline