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: 58,328 shares; 2024Q4: 57,694 shares; 2025Q1: 56,989 shares; 2025Q2: 54,979 shares; 2025Q3: 55,987 shares; 2025Q4: 62,625 shares 62,625 $17M 6.14% +6,638 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: 65,893 shares; 2024Q4: 69,429 shares; 2025Q1: 70,065 shares; 2025Q2: 67,078 shares; 2025Q3: 67,285 shares; 2025Q4: 65,731 shares 65,731 $12.3M 4.42% -1,554 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,284 shares; 2024Q4: 19,533 shares; 2025Q1: 19,082 shares; 2025Q2: 18,237 shares; 2025Q3: 18,740 shares; 2025Q4: 19,243 shares 19,243 $9.31M 3.35% +503 Timeline PVAL 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: 133,831 shares; 2024Q4: 135,998 shares; 2025Q1: 150,145 shares; 2025Q2: 162,510 shares; 2025Q3: 169,472 shares; 2025Q4: 152,929 shares 152,929 $6.97M 2.51% -16,543 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: 17,671 shares; 2024Q4: 19,346 shares; 2025Q1: 19,161 shares; 2025Q2: 18,715 shares; 2025Q3: 19,382 shares; 2025Q4: 21,223 shares 21,223 $6.64M 2.39% +1,841 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,159 shares; 2024Q4: 81,637 shares; 2025Q1: 113,761 shares; 2025Q2: 118,492 shares; 2025Q3: 112,255 shares; 2025Q4: 143,472 shares 143,472 $6.55M 2.36% +31,217 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 284,402 shares 284,402 $6.38M 2.3% new Timeline PJFG PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,892 shares; 2024Q4: 17,094 shares; 2025Q1: 49,900 shares; 2025Q2: 50,696 shares; 2025Q3: 52,205 shares; 2025Q4: 54,026 shares 54,026 $6.01M 2.17% +1,821 Timeline PGRO 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: 112,189 shares; 2024Q4: 116,297 shares; 2025Q1: 124,132 shares; 2025Q2: 127,266 shares; 2025Q3: 132,429 shares; 2025Q4: 131,752 shares 131,752 $5.88M 2.12% -677 Timeline MISL 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: 103,429 shares; 2024Q4: 110,033 shares; 2025Q1: 117,303 shares; 2025Q2: 118,255 shares; 2025Q3: 119,654 shares; 2025Q4: 123,594 shares 123,594 $5.29M 1.91% +3,940 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: 52,656 shares; 2024Q4: 52,633 shares; 2025Q1: 47,477 shares; 2025Q2: 50,014 shares; 2025Q3: 49,680 shares; 2025Q4: 51,191 shares 51,191 $5.03M 1.81% +1,511 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 133,994 shares; 2025Q2: 135,344 shares; 2025Q3: 135,195 shares; 2025Q4: 177,349 shares 177,349 $5.02M 1.81% +42,154 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: 13,949 shares; 2024Q4: 15,207 shares; 2025Q1: 21,103 shares; 2025Q2: 21,117 shares; 2025Q3: 20,529 shares; 2025Q4: 21,479 shares 21,479 $4.96M 1.79% +950 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: 9,672 shares; 2024Q4: 11,209 shares; 2025Q1: 11,330 shares; 2025Q2: 11,379 shares; 2025Q3: 12,736 shares; 2025Q4: 13,884 shares 13,884 $4.81M 1.73% +1,148 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 16,953 shares; 2025Q3: 18,297 shares; 2025Q4: 19,551 shares 19,551 $4.64M 1.67% +1,254 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,526 shares; 2024Q4: 48,847 shares; 2025Q1: 58,199 shares; 2025Q2: 59,816 shares; 2025Q3: 59,696 shares; 2025Q4: 60,218 shares 60,218 $4.56M 1.64% +522 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: 47,103 shares; 2024Q4: 37,340 shares; 2025Q1: 33,093 shares; 2025Q2: 32,061 shares; 2025Q3: 26,109 shares; 2025Q4: 24,485 shares 24,485 $4.35M 1.57% -1,624 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,682 shares; 2025Q2: 71,581 shares; 2025Q3: 87,046 shares; 2025Q4: 102,103 shares 102,103 $4.29M 1.55% +15,057 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,105 shares; 2024Q4: 6,303 shares; 2025Q1: 6,286 shares; 2025Q2: 7,436 shares; 2025Q3: 7,653 shares; 2025Q4: 9,128 shares 9,128 $4.1M 1.48% +1,475 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,481 shares; 2024Q4: 102,173 shares; 2025Q1: 130,124 shares; 2025Q2: 140,889 shares; 2025Q3: 155,279 shares; 2025Q4: 152,097 shares 152,097 $3.99M 1.44% -3,182 Timeline GROZ ZACKS TRUST More: the full row for ZACKS 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: 115,251 shares; 2025Q2: 120,776 shares; 2025Q3: 126,566 shares; 2025Q4: 132,834 shares 132,834 $3.96M 1.43% +6,268 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: 29,856 shares; 2024Q4: 30,544 shares; 2025Q1: 31,457 shares; 2025Q2: 32,195 shares; 2025Q3: 33,854 shares; 2025Q4: 35,619 shares 35,619 $3.45M 1.24% +1,765 Timeline LQTI 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: 166,635 shares; 2025Q3: 170,019 shares; 2025Q4: 171,043 shares 171,043 $3.44M 1.24% +1,024 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: 6,126 shares; 2024Q4: 6,192 shares; 2025Q1: 6,660 shares; 2025Q2: 7,287 shares; 2025Q3: 10,390 shares; 2025Q4: 10,660 shares 10,660 $3.43M 1.24% +270 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT 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: 98,295 shares; 2025Q2: 110,396 shares; 2025Q3: 116,177 shares; 2025Q4: 116,219 shares 116,219 $3.32M 1.2% +42 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,430 shares; 2024Q4: 32,666 shares; 2025Q1: 38,976 shares; 2025Q2: 71,040 shares; 2025Q3: 92,451 shares; 2025Q4: 98,409 shares 98,409 $3.19M 1.15% +5,958 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: 3,146 shares; 2024Q4: 3,597 shares; 2025Q1: 3,615 shares; 2025Q2: 3,822 shares; 2025Q3: 4,111 shares; 2025Q4: 4,568 shares 4,568 $3.02M 1.09% +457 Timeline CRTC DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,574 shares; 2025Q4: 80,914 shares 80,914 $2.97M 1.07% +4,340 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,532 shares; 2024Q4: 45,278 shares; 2025Q1: 49,591 shares; 2025Q2: 52,875 shares; 2025Q3: 59,471 shares; 2025Q4: 61,431 shares 61,431 $2.94M 1.06% +1,960 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: 3,149 shares; 2024Q4: 3,260 shares; 2025Q1: 3,271 shares; 2025Q2: 3,300 shares; 2025Q3: 3,374 shares; 2025Q4: 3,384 shares 3,384 $2.92M 1.05% +10 Timeline GPIX 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: 17,425 shares; 2025Q1: 45,079 shares; 2025Q2: 49,229 shares; 2025Q3: 56,013 shares; 2025Q4: 54,963 shares 54,963 $2.9M 1.05% -1,050 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: 72,854 shares; 2024Q4: 62,886 shares; 2025Q1: 66,201 shares; 2025Q2: 49,982 shares; 2025Q3: 51,851 shares; 2025Q4: 40,510 shares 40,510 $2.89M 1.04% -11,341 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,130 shares 35,130 $2.77M 1% new 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: not reported; 2024Q4: 43,501 shares; 2025Q1: 43,473 shares; 2025Q2: 43,873 shares; 2025Q3: 41,040 shares; 2025Q4: 39,055 shares 39,055 $2.67M 0.96% -1,985 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: 5,271 shares; 2024Q4: 8,348 shares; 2025Q1: 8,244 shares; 2025Q2: 8,097 shares; 2025Q3: 8,754 shares; 2025Q4: 9,484 shares 9,484 $2.03M 0.73% +730 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,188 shares; 2024Q4: 21,923 shares; 2025Q1: 29,003 shares; 2025Q2: 29,568 shares; 2025Q3: 29,851 shares; 2025Q4: 17,451 shares 17,451 $2M 0.72% -12,400 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,013 shares; 2024Q4: 104,034 shares; 2025Q1: 53,853 shares; 2025Q2: 53,369 shares; 2025Q3: 53,395 shares; 2025Q4: 53,262 shares 53,262 $1.97M 0.71% -133 Timeline ACGR AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,587 shares; 2024Q4: 25,994 shares; 2025Q1: 25,107 shares; 2025Q2: 26,036 shares; 2025Q3: 27,935 shares; 2025Q4: 29,635 shares 29,635 $1.96M 0.71% +1,700 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: 20,907 shares; 2024Q4: 21,036 shares; 2025Q1: 12,344 shares; 2025Q2: 12,950 shares; 2025Q3: 13,931 shares; 2025Q4: 14,927 shares 14,927 $1.94M 0.7% +996 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: 2,811 shares; 2024Q4: 3,074 shares; 2025Q1: 2,971 shares; 2025Q2: 2,858 shares; 2025Q3: 2,964 shares; 2025Q4: 2,788 shares 2,788 $1.9M 0.69% -176 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,479 shares; 2025Q2: 12,414 shares; 2025Q3: 13,528 shares; 2025Q4: 14,509 shares 14,509 $1.84M 0.66% +981 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: 1,024 shares; 2024Q4: 1,242 shares; 2025Q1: 1,182 shares; 2025Q2: 1,228 shares; 2025Q3: 6,780 shares; 2025Q4: 6,879 shares 6,879 $1.82M 0.66% +99 Timeline DTCR 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: 65,494 shares; 2025Q1: 68,934 shares; 2025Q2: 70,857 shares; 2025Q3: 77,616 shares; 2025Q4: 83,011 shares 83,011 $1.75M 0.63% +5,395 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,000 shares; 2025Q3: 59,352 shares; 2025Q4: 65,940 shares 65,940 $1.75M 0.63% +6,588 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,570 shares; 2024Q4: 18,489 shares; 2025Q1: 29,966 shares; 2025Q2: 39,656 shares; 2025Q3: 41,926 shares; 2025Q4: 42,076 shares 42,076 $1.72M 0.62% +150 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: 4,882 shares; 2024Q4: 5,289 shares; 2025Q1: 5,461 shares; 2025Q2: 6,458 shares; 2025Q3: 6,811 shares; 2025Q4: 4,776 shares 4,776 $1.68M 0.6% -2,035 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest 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: 51,478 shares 51,478 $1.67M 0.6% 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: 17,857 shares; 2024Q4: 15,819 shares; 2025Q1: 16,406 shares; 2025Q2: 17,851 shares; 2025Q3: 19,369 shares; 2025Q4: 20,289 shares 20,289 $1.63M 0.59% +920 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 2,034 shares; 2025Q1: 2,034 shares; 2025Q2: 2,080 shares; 2025Q3: 1,315 shares; 2025Q4: 1,490 shares 1,490 $1.6M 0.58% +175 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: not reported; 2024Q4: 12,227 shares; 2025Q1: 15,304 shares; 2025Q2: 15,688 shares; 2025Q3: 15,469 shares; 2025Q4: 16,667 shares 16,667 $1.54M 0.56% +1,198 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,197 shares; 2024Q4: 17,068 shares; 2025Q1: 23,041 shares; 2025Q2: 23,105 shares; 2025Q3: 23,243 shares; 2025Q4: 23,564 shares 23,564 $1.53M 0.55% +321 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,477 shares 57,477 $1.53M 0.55% new 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: not reported; 2024Q4: not reported; 2025Q1: 18,715 shares; 2025Q2: 18,486 shares; 2025Q3: 18,585 shares; 2025Q4: 18,623 shares 18,623 $1.52M 0.55% +38 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,348 shares; 2024Q4: 7,682 shares; 2025Q1: 10,727 shares; 2025Q2: 10,935 shares; 2025Q3: 11,397 shares; 2025Q4: 11,354 shares 11,354 $1.5M 0.54% -43 Timeline ZS ZSCALER INC More: the full row for ZSCALER 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: 6,487 shares; 2025Q3: 6,487 shares; 2025Q4: 6,484 shares 6,484 $1.46M 0.53% -3 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 2,149 shares; 2025Q1: 2,127 shares; 2025Q2: 2,056 shares; 2025Q3: 2,220 shares; 2025Q4: 2,514 shares 2,514 $1.44M 0.52% +294 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: 1,719 shares; 2024Q4: 1,759 shares; 2025Q1: 1,780 shares; 2025Q2: 1,829 shares; 2025Q3: 2,600 shares; 2025Q4: 2,615 shares 2,615 $1.31M 0.47% +15 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: 4,354 shares; 2024Q4: 4,196 shares; 2025Q1: 4,409 shares; 2025Q2: 4,094 shares; 2025Q3: 4,086 shares; 2025Q4: 3,762 shares 3,762 $1.29M 0.47% -324 Timeline COWG 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: not reported; 2025Q2: not reported; 2025Q3: 35,324 shares; 2025Q4: 35,399 shares 35,399 $1.25M 0.45% +75 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,057 shares; 2025Q1: 1,068 shares; 2025Q2: 1,076 shares; 2025Q3: 1,086 shares; 2025Q4: 998 shares 998 $1.21M 0.44% -88 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: 3,310 shares; 2024Q4: 3,833 shares; 2025Q1: 2,392 shares; 2025Q2: 2,776 shares; 2025Q3: 3,344 shares; 2025Q4: 3,684 shares 3,684 $1.17M 0.42% +340 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,720 shares 42,720 $1.13M 0.41% 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: 15,599 shares 15,599 $1.11M 0.4% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,030 shares; 2025Q2: 2,152 shares; 2025Q3: 2,380 shares; 2025Q4: 2,564 shares 2,564 $1.08M 0.39% +184 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: 4,418 shares; 2024Q4: 4,797 shares; 2025Q1: 5,519 shares; 2025Q2: 5,223 shares; 2025Q3: 5,265 shares; 2025Q4: 5,066 shares 5,066 $1.05M 0.38% -199 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 1,483 shares; 2025Q1: 1,478 shares; 2025Q2: 1,734 shares; 2025Q3: 1,789 shares; 2025Q4: 1,782 shares 1,782 $1.02M 0.37% -7 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: 4,580 shares; 2024Q4: 4,608 shares; 2025Q1: 4,635 shares; 2025Q2: 4,520 shares; 2025Q3: 4,540 shares; 2025Q4: 4,452 shares 4,452 $1.02M 0.37% -88 Timeline AFMC 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: 22,130 shares; 2024Q4: 23,792 shares; 2025Q1: 25,278 shares; 2025Q2: 27,000 shares; 2025Q3: 28,480 shares; 2025Q4: 29,217 shares 29,217 $1.01M 0.36% +737 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: 4,483 shares; 2024Q4: 4,884 shares; 2025Q1: 4,958 shares; 2025Q2: 4,439 shares; 2025Q3: 4,439 shares; 2025Q4: 3,205 shares 3,205 $1.01M 0.36% -1,234 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: 5,707 shares; 2024Q4: 6,864 shares; 2025Q1: 6,904 shares; 2025Q2: 6,936 shares; 2025Q3: 7,439 shares; 2025Q4: 3,587 shares 3,587 $1M 0.36% -3,852 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: 3,707 shares; 2024Q4: 3,903 shares; 2025Q1: 5,061 shares; 2025Q2: 5,445 shares; 2025Q3: 5,952 shares; 2025Q4: 6,519 shares 6,519 $998K 0.36% +567 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: 4,609 shares; 2025Q1: 4,688 shares; 2025Q2: 4,724 shares; 2025Q3: 4,967 shares; 2025Q4: 5,794 shares 5,794 $992K 0.36% +827 Timeline SCIO 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: 47,470 shares 47,470 $987K 0.36% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 2,281 shares; 2025Q1: 2,243 shares; 2025Q2: 2,289 shares; 2025Q3: 2,439 shares; 2025Q4: 2,643 shares 2,643 $977K 0.35% +204 Timeline FLCV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,190 shares; 2025Q1: 31,612 shares; 2025Q2: 31,223 shares; 2025Q3: 30,905 shares; 2025Q4: 31,164 shares 31,164 $970K 0.35% +259 Timeline JPEF 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: 10,843 shares; 2025Q2: 11,352 shares; 2025Q3: 13,389 shares; 2025Q4: 12,865 shares 12,865 $961K 0.35% -524 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,392 shares; 2024Q4: 13,596 shares; 2025Q1: 9,931 shares; 2025Q2: 12,306 shares; 2025Q3: 12,098 shares; 2025Q4: 11,608 shares 11,608 $958K 0.35% -490 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: 1,389 shares; 2024Q4: 1,344 shares; 2025Q1: 1,354 shares; 2025Q2: 1,367 shares; 2025Q3: 2,028 shares; 2025Q4: 2,839 shares 2,839 $952K 0.34% +811 Timeline CPLB NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,117 shares; 2025Q2: 29,337 shares; 2025Q3: 47,886 shares; 2025Q4: 44,385 shares 44,385 $942K 0.34% -3,501 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 874 shares; 2025Q1: 851 shares; 2025Q2: 879 shares; 2025Q3: 946 shares; 2025Q4: 1,039 shares 1,039 $942K 0.34% +93 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,595 shares; 2025Q1: 42,595 shares; 2025Q2: 42,295 shares; 2025Q3: 38,344 shares; 2025Q4: 38,344 shares 38,344 $934K 0.34% 0 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: 1,190 shares; 2024Q4: 1,206 shares; 2025Q1: 1,179 shares; 2025Q2: 1,392 shares; 2025Q3: 1,363 shares; 2025Q4: 1,359 shares 1,359 $931K 0.34% -4 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: not reported; 2024Q4: 30,874 shares; 2025Q1: 29,303 shares; 2025Q2: 31,346 shares; 2025Q3: 38,846 shares; 2025Q4: 36,385 shares 36,385 $924K 0.33% -2,461 Timeline GPIQ 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: 15,751 shares; 2025Q2: 17,031 shares; 2025Q3: 17,749 shares; 2025Q4: 17,066 shares 17,066 $902K 0.33% -683 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: 1,759 shares; 2024Q4: 1,744 shares; 2025Q1: 1,784 shares; 2025Q2: 1,605 shares; 2025Q3: 1,758 shares; 2025Q4: 1,781 shares 1,781 $869K 0.31% +23 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 5,215 shares 5,215 $868K 0.31% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,733 shares; 2024Q4: 1,908 shares; 2025Q1: 1,920 shares; 2025Q2: 2,272 shares; 2025Q3: 2,445 shares; 2025Q4: 2,548 shares 2,548 $841K 0.3% +103 Timeline WTPI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,856 shares; 2025Q4: 24,979 shares 24,979 $825K 0.3% -877 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: 918 shares; 2024Q4: 1,173 shares; 2025Q1: 1,204 shares; 2025Q2: 1,244 shares; 2025Q3: 1,361 shares; 2025Q4: 1,444 shares 1,444 $818K 0.29% +83 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,538 shares; 2024Q4: 3,888 shares; 2025Q1: 3,742 shares; 2025Q2: 4,913 shares; 2025Q3: 5,329 shares; 2025Q4: 3,806 shares 3,806 $807K 0.29% -1,523 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,646 shares; 2024Q4: 11,550 shares; 2025Q1: 11,535 shares; 2025Q2: 10,856 shares; 2025Q3: 10,055 shares; 2025Q4: 9,860 shares 9,860 $786K 0.28% -195 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: 8,824 shares; 2024Q4: 8,792 shares; 2025Q1: 8,403 shares; 2025Q2: 7,152 shares; 2025Q3: 6,809 shares; 2025Q4: 6,992 shares 6,992 $779K 0.28% +183 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: 43,152 shares; 2024Q4: 44,386 shares; 2025Q1: 48,742 shares; 2025Q2: 51,640 shares; 2025Q3: 55,517 shares; 2025Q4: 13,471 shares 13,471 $771K 0.28% -42,046 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: 2,109 shares; 2024Q4: 2,064 shares; 2025Q1: 2,158 shares; 2025Q2: 2,154 shares; 2025Q3: 2,167 shares; 2025Q4: 1,942 shares 1,942 $770K 0.28% -225 Timeline TOST TOAST INC More: the full row for TOAST 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: 18,217 shares; 2025Q2: 18,401 shares; 2025Q3: 19,293 shares; 2025Q4: 20,831 shares 20,831 $740K 0.27% +1,538 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,948 shares 16,948 $721K 0.26% new 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: 2,793 shares; 2024Q4: 2,793 shares; 2025Q1: 2,794 shares; 2025Q2: 2,796 shares; 2025Q3: 2,796 shares; 2025Q4: 2,795 shares 2,795 $716K 0.26% -1 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,578 shares; 2024Q4: 17,477 shares; 2025Q1: 17,397 shares; 2025Q2: 17,240 shares; 2025Q3: 18,594 shares; 2025Q4: 20,091 shares 20,091 $712K 0.26% +1,497 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: 651 shares; 2024Q4: 800 shares; 2025Q1: 777 shares; 2025Q2: 777 shares; 2025Q3: 840 shares; 2025Q4: 4,486 shares 4,486 $687K 0.25% +3,646 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,423 shares; 2025Q3: 2,663 shares; 2025Q4: 5,714 shares 5,714 $682K 0.25% +3,051 Timeline PPA 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: 4,672 shares; 2024Q4: 4,589 shares; 2025Q1: 4,305 shares; 2025Q2: 4,280 shares; 2025Q3: 4,280 shares; 2025Q4: 4,281 shares 4,281 $670K 0.24% +1 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,509 shares; 2024Q4: 26,840 shares; 2025Q1: 33,978 shares; 2025Q2: 34,756 shares; 2025Q3: 35,398 shares; 2025Q4: 13,612 shares 13,612 $655K 0.24% -21,786 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,510 shares; 2025Q1: 2,431 shares; 2025Q2: 2,303 shares; 2025Q3: 2,302 shares; 2025Q4: 2,107 shares 2,107 $624K 0.22% -195 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,308 shares; 2025Q1: 6,885 shares; 2025Q2: 9,585 shares; 2025Q3: 9,533 shares; 2025Q4: 11,939 shares 11,939 $621K 0.22% +2,406 Timeline SECR NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,860 shares; 2025Q3: 20,759 shares; 2025Q4: 23,996 shares 23,996 $617K 0.22% +3,237 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: 3,681 shares; 2024Q4: 3,908 shares; 2025Q1: 3,898 shares; 2025Q2: 3,882 shares; 2025Q3: 3,969 shares; 2025Q4: 4,026 shares 4,026 $614K 0.22% +57 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: 35,581 shares; 2024Q4: 12,715 shares; 2025Q1: 15,280 shares; 2025Q2: 16,883 shares; 2025Q3: 15,673 shares; 2025Q4: 15,881 shares 15,881 $609K 0.22% +208 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: 5,158 shares; 2024Q4: 5,165 shares; 2025Q1: 5,158 shares; 2025Q2: 5,160 shares; 2025Q3: 5,164 shares; 2025Q4: 5,165 shares 5,165 $601K 0.22% +1 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: 1,020 shares; 2025Q1: 1,083 shares; 2025Q2: 1,074 shares; 2025Q3: 1,185 shares; 2025Q4: 1,279 shares 1,279 $596K 0.21% +94 Timeline ITWO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,396 shares 14,396 $572K 0.21% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 5,483 shares; 2025Q1: 5,481 shares; 2025Q2: 5,498 shares; 2025Q3: 5,855 shares; 2025Q4: 6,284 shares 6,284 $548K 0.2% +429 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: 4,078 shares; 2024Q4: 4,185 shares; 2025Q1: 4,244 shares; 2025Q2: 3,880 shares; 2025Q3: 3,885 shares; 2025Q4: 3,740 shares 3,740 $536K 0.19% -145 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,036 shares; 2024Q4: 48,184 shares; 2025Q1: 51,134 shares; 2025Q2: 54,595 shares; 2025Q3: 55,994 shares; 2025Q4: 9,080 shares 9,080 $528K 0.19% -46,914 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: 6,684 shares; 2024Q4: 6,727 shares; 2025Q1: 6,527 shares; 2025Q2: 6,159 shares; 2025Q3: 6,161 shares; 2025Q4: 6,687 shares 6,687 $515K 0.19% +526 Timeline QJUN 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: 174,641 shares; 2024Q4: 161,462 shares; 2025Q1: 14,938 shares; 2025Q2: 14,930 shares; 2025Q3: 14,930 shares; 2025Q4: 14,930 shares 14,930 $475K 0.17% 0 Timeline EMLP 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: 9,655 shares; 2024Q4: 10,199 shares; 2025Q1: 10,377 shares; 2025Q2: 9,976 shares; 2025Q3: 9,607 shares; 2025Q4: 12,363 shares 12,363 $468K 0.17% +2,756 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: 6,434 shares; 2024Q4: 6,464 shares; 2025Q1: 6,485 shares; 2025Q2: 5,245 shares; 2025Q3: 5,155 shares; 2025Q4: 4,911 shares 4,911 $428K 0.15% -244 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 274 shares; 2025Q1: 283 shares; 2025Q2: 280 shares; 2025Q3: 296 shares; 2025Q4: 321 shares 321 $427K 0.15% +25 Timeline MGC 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: 1,482 shares; 2024Q4: 1,482 shares; 2025Q1: 1,472 shares; 2025Q2: 1,639 shares; 2025Q3: 1,660 shares; 2025Q4: 1,670 shares 1,670 $419K 0.15% +10 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 567 shares; 2025Q1: 572 shares; 2025Q2: 564 shares; 2025Q3: 613 shares; 2025Q4: 659 shares 659 $410K 0.15% +46 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 324 shares; 2025Q3: 394 shares; 2025Q4: 465 shares 465 $409K 0.15% +71 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: 2,184 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,184 shares; 2025Q4: 2,184 shares 2,184 $403K 0.15% 0 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: 2,310 shares; 2025Q1: 2,260 shares; 2025Q2: 2,201 shares; 2025Q3: 2,248 shares; 2025Q4: 2,448 shares 2,448 $394K 0.14% +200 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 813 shares; 2025Q1: 794 shares; 2025Q2: 807 shares; 2025Q3: 868 shares; 2025Q4: 927 shares 927 $386K 0.14% +59 Timeline FFOG 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: 38,726 shares; 2024Q4: 43,266 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,077 shares 8,077 $378K 0.14% new Timeline HEGD LISTED FDS TR More: the full row for LISTED 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: 9,797 shares; 2025Q2: 15,499 shares; 2025Q3: 14,897 shares; 2025Q4: 14,391 shares 14,391 $363K 0.13% -506 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: 1,919 shares; 2025Q1: 1,924 shares; 2025Q2: 1,925 shares; 2025Q3: 1,947 shares; 2025Q4: 1,948 shares 1,948 $362K 0.13% +1 Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,224 shares; 2025Q3: 22,256 shares; 2025Q4: 6,700 shares 6,700 $337K 0.12% -15,556 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,925 shares; 2025Q3: 8,254 shares; 2025Q4: 8,922 shares 8,922 $329K 0.12% +668 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: not reported; 2025Q2: not reported; 2025Q3: 4,160 shares; 2025Q4: 6,391 shares 6,391 $323K 0.12% +2,231 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 423 shares; 2025Q1: 389 shares; 2025Q2: 344 shares; 2025Q3: 351 shares; 2025Q4: 365 shares 365 $321K 0.12% +14 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,428 shares; 2024Q4: 1,426 shares; 2025Q1: 1,420 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,320 shares 1,320 $318K 0.11% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,737 shares; 2024Q4: not reported; 2025Q1: 9,288 shares; 2025Q2: 8,341 shares; 2025Q3: 8,118 shares; 2025Q4: 7,170 shares 7,170 $318K 0.11% -948 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: not reported; 2024Q4: 2,609 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,071 shares 3,071 $307K 0.11% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,244 shares; 2025Q2: 6,525 shares; 2025Q3: 6,753 shares; 2025Q4: 6,835 shares 6,835 $304K 0.11% +82 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 284 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 357 shares; 2025Q4: 396 shares 396 $303K 0.11% +39 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 783 shares; 2025Q1: 783 shares; 2025Q2: 783 shares; 2025Q3: 782 shares; 2025Q4: 783 shares 783 $303K 0.11% +1 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 1,180 shares; 2025Q1: 1,191 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,408 shares 1,408 $302K 0.11% new 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: not reported; 2025Q3: not reported; 2025Q4: 809 shares 809 $299K 0.11% new Timeline GJUN 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: 78,496 shares; 2024Q4: 74,567 shares; 2025Q1: 7,561 shares; 2025Q2: 7,556 shares; 2025Q3: 7,556 shares; 2025Q4: 7,556 shares 7,556 $299K 0.11% 0 Timeline LGLV 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: 1,621 shares; 2025Q3: 1,596 shares; 2025Q4: 1,596 shares 1,596 $280K 0.1% 0 Timeline RCTR 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: 8,557 shares 8,557 $278K 0.1% new Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,298 shares; 2025Q4: 7,957 shares 7,957 $274K 0.1% +1,659 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,844 shares; 2024Q4: 139,391 shares; 2025Q1: 267,843 shares; 2025Q2: 186,547 shares; 2025Q3: 187,151 shares; 2025Q4: 12,931 shares 12,931 $272K 0.1% -174,220 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: 1,142 shares; 2024Q4: 1,143 shares; 2025Q1: 1,144 shares; 2025Q2: 1,104 shares; 2025Q3: 1,104 shares; 2025Q4: 1,105 shares 1,105 $272K 0.1% +1 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: 688 shares; 2024Q4: 710 shares; 2025Q1: 565 shares; 2025Q2: 584 shares; 2025Q3: 583 shares; 2025Q4: 565 shares 565 $267K 0.1% -18 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: 2,910 shares; 2024Q4: 3,384 shares; 2025Q1: 4,163 shares; 2025Q2: 3,809 shares; 2025Q3: 3,957 shares; 2025Q4: 3,823 shares 3,823 $267K 0.1% -134 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,597 shares; 2024Q4: 2,658 shares; 2025Q1: 2,415 shares; 2025Q2: 2,614 shares; 2025Q3: 2,444 shares; 2025Q4: 2,348 shares 2,348 $262K 0.09% -96 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 2,256 shares; 2025Q1: 2,194 shares; 2025Q2: 2,085 shares; 2025Q3: 2,072 shares; 2025Q4: 2,082 shares 2,082 $261K 0.09% +10 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: 8,966 shares; 2024Q4: 7,491 shares; 2025Q1: 7,491 shares; 2025Q2: 7,491 shares; 2025Q3: 7,491 shares; 2025Q4: 7,491 shares 7,491 $257K 0.09% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,705 shares; 2025Q1: 8,705 shares; 2025Q2: 8,705 shares; 2025Q3: 7,057 shares; 2025Q4: 6,542 shares 6,542 $253K 0.09% -515 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: 1,942 shares; 2024Q4: 2,243 shares; 2025Q1: 2,254 shares; 2025Q2: 2,058 shares; 2025Q3: 2,071 shares; 2025Q4: 2,071 shares 2,071 $249K 0.09% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,381 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 799 shares 799 $245K 0.09% new 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: 320 shares; 2024Q4: 309 shares; 2025Q1: 383 shares; 2025Q2: 348 shares; 2025Q3: 401 shares; 2025Q4: 2,608 shares 2,608 $245K 0.09% +2,207 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,647 shares; 2025Q3: 1,647 shares; 2025Q4: 1,697 shares 1,697 $240K 0.09% +50 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,154 shares; 2025Q3: 1,153 shares; 2025Q4: 1,071 shares 1,071 $239K 0.09% -82 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,433 shares 3,433 $238K 0.09% new 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: 5,792 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,627 shares; 2025Q3: 1,843 shares; 2025Q4: 2,090 shares 2,090 $238K 0.09% +247 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 573 shares; 2025Q4: 573 shares 573 $237K 0.09% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 665 shares; 2025Q4: 794 shares 794 $233K 0.08% +129 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: 706 shares; 2025Q1: 691 shares; 2025Q2: not reported; 2025Q3: 730 shares; 2025Q4: 874 shares 874 $225K 0.08% +144 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: 19,890 shares; 2024Q4: 19,766 shares; 2025Q1: 6,098 shares; 2025Q2: 7,094 shares; 2025Q3: 5,376 shares; 2025Q4: 4,561 shares 4,561 $224K 0.08% -815 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,550 shares; 2024Q4: 34,100 shares; 2025Q1: 31,750 shares; 2025Q2: 24,700 shares; 2025Q3: 19,400 shares; 2025Q4: 16,000 shares 16,000 $224K 0.08% -3,400 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: not reported; 2025Q1: not reported; 2025Q2: 2,817 shares; 2025Q3: 3,000 shares; 2025Q4: 2,944 shares 2,944 $221K 0.08% -56 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,541 shares; 2024Q4: 5,757 shares; 2025Q1: 5,855 shares; 2025Q2: 5,869 shares; 2025Q3: 5,298 shares; 2025Q4: 1,176 shares 1,176 $218K 0.08% -4,122 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,270 shares 1,270 $217K 0.08% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 912 shares; 2025Q3: 1,072 shares; 2025Q4: 826 shares 826 $214K 0.08% -246 Timeline DIVI 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,436 shares 5,436 $211K 0.08% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,259 shares; 2024Q4: 3,495 shares; 2025Q1: 3,673 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,041 shares 3,041 $211K 0.08% new Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 546 shares; 2025Q4: 563 shares 563 $211K 0.08% +17 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: not reported; 2024Q4: 960 shares; 2025Q1: 732 shares; 2025Q2: 735 shares; 2025Q3: 688 shares; 2025Q4: 340 shares 340 $209K 0.08% -348 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: not reported; 2025Q4: 425 shares 425 $204K 0.07% new Timeline TFPN 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: 7,908 shares 7,908 $203K 0.07% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,017 shares; 2025Q2: not reported; 2025Q3: 2,023 shares; 2025Q4: 2,027 shares 2,027 $202K 0.07% +4 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: 10,550 shares; 2024Q4: 10,650 shares; 2025Q1: 10,050 shares; 2025Q2: 10,550 shares; 2025Q3: 10,900 shares; 2025Q4: 10,250 shares 10,250 $169K 0.06% -650 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,700 shares; 2025Q1: 23,900 shares; 2025Q2: 25,500 shares; 2025Q3: 24,400 shares; 2025Q4: 24,400 shares 24,400 $124K 0.04% 0 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,385 shares; 2024Q4: 11,385 shares; 2025Q1: 12,295 shares; 2025Q2: 12,295 shares; 2025Q3: 12,295 shares; 2025Q4: 12,295 shares 12,295 $124K 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 447 shares 447 $87.1K 0.03% new Timeline INVZ INNOVIZ TECHNOLOGIES LTD More: the full row for INNOVIZ TECHNOLOGIES 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: 7,550 shares; 2025Q4: 7,550 shares 7,550 $6.44K <0.01% 0 Timeline HTCR HEARTCORE ENTERPRISES INC More: the full row for HEARTCORE ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,000 shares; 2024Q4: 89,000 shares; 2025Q1: 46,500 shares; 2025Q2: 21,500 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $4.58K <0.01% 0 Timeline