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: 88,860 shares; 2024Q4: 114,484 shares; 2025Q1: 155,291 shares; 2025Q2: 163,399 shares; 2025Q3: 132,935 shares; 2025Q4: 121,708 shares 121,708 $48.2M 5.41% -11,227 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: 54,189 shares; 2024Q4: 55,065 shares; 2025Q1: 54,962 shares; 2025Q2: 39,259 shares; 2025Q3: 41,811 shares; 2025Q4: 46,438 shares 46,438 $31.7M 3.55% +4,627 Timeline OEF 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: 78,904 shares 78,904 $27.1M 3.03% new 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: 125,433 shares; 2024Q4: 126,877 shares; 2025Q1: 128,304 shares; 2025Q2: 138,965 shares; 2025Q3: 139,658 shares; 2025Q4: 137,739 shares 137,739 $25.7M 2.88% -1,919 Timeline CGMS 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: 472,364 shares; 2024Q4: 565,918 shares; 2025Q1: 581,749 shares; 2025Q2: 576,569 shares; 2025Q3: 539,141 shares; 2025Q4: 607,714 shares 607,714 $16.8M 1.88% +68,573 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,927 shares; 2024Q4: 650,576 shares; 2025Q1: 676,275 shares; 2025Q2: 541,026 shares; 2025Q3: 512,517 shares; 2025Q4: 604,073 shares 604,073 $16.3M 1.82% +91,556 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,096 shares; 2024Q4: 1,516,701 shares; 2025Q1: 440,696 shares; 2025Q2: 364,149 shares; 2025Q3: 483,611 shares; 2025Q4: 477,426 shares 477,426 $15.6M 1.75% -6,185 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: 56,212 shares; 2024Q4: 56,946 shares; 2025Q1: 56,501 shares; 2025Q2: 56,478 shares; 2025Q3: 56,039 shares; 2025Q4: 56,331 shares 56,331 $15.3M 1.72% +292 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: 222,470 shares; 2024Q4: 240,561 shares; 2025Q1: 266,905 shares; 2025Q2: 280,067 shares; 2025Q3: 282,906 shares; 2025Q4: 300,184 shares 300,184 $13.7M 1.53% +17,278 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 155,194 shares; 2025Q4: 492,677 shares 492,677 $13.2M 1.48% +337,483 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: 10,139 shares; 2024Q4: 10,353 shares; 2025Q1: 11,416 shares; 2025Q2: 18,597 shares; 2025Q3: 18,859 shares; 2025Q4: 21,198 shares 21,198 $13M 1.46% +2,339 Timeline GSST 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 251,592 shares 251,592 $12.7M 1.42% new Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,406 shares; 2024Q4: 271,322 shares; 2025Q1: 729,554 shares; 2025Q2: 525,451 shares; 2025Q3: 378,752 shares; 2025Q4: 240,339 shares 240,339 $12.2M 1.37% -138,413 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 121,874 shares; 2025Q3: 217,700 shares; 2025Q4: 248,302 shares 248,302 $12M 1.35% +30,602 Timeline SPMO 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: 440,059 shares; 2025Q3: 417,092 shares; 2025Q4: 100,162 shares 100,162 $12M 1.34% -316,930 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: 53,512 shares; 2024Q4: 39,238 shares; 2025Q1: 10,693 shares; 2025Q2: 10,148 shares; 2025Q3: 38,961 shares; 2025Q4: 79,171 shares 79,171 $11.4M 1.28% +40,210 Timeline FLQM 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: 107,806 shares; 2024Q4: 158,354 shares; 2025Q1: 161,673 shares; 2025Q2: 169,834 shares; 2025Q3: 182,198 shares; 2025Q4: 194,888 shares 194,888 $11M 1.23% +12,690 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: 128,336 shares; 2024Q4: 143,987 shares; 2025Q1: 146,453 shares; 2025Q2: 108,462 shares; 2025Q3: 107,716 shares; 2025Q4: 155,392 shares 155,392 $10.8M 1.21% +47,676 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: 27,090 shares; 2024Q4: 27,327 shares; 2025Q1: 27,031 shares; 2025Q2: 27,360 shares; 2025Q3: 29,920 shares; 2025Q4: 55,547 shares 55,547 $10.6M 1.19% +25,627 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175,600 shares; 2025Q3: 201,857 shares; 2025Q4: 204,734 shares 204,734 $10.2M 1.15% +2,877 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: 70,226 shares; 2024Q4: 191,935 shares; 2025Q1: 220,553 shares; 2025Q2: 404,462 shares; 2025Q3: 368,518 shares; 2025Q4: 362,691 shares 362,691 $9.95M 1.12% -5,827 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: 15,202 shares; 2024Q4: 15,475 shares; 2025Q1: 16,060 shares; 2025Q2: 16,657 shares; 2025Q3: 16,954 shares; 2025Q4: 18,821 shares 18,821 $9.1M 1.02% +1,867 Timeline FLQS 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: 203,985 shares; 2025Q4: 208,789 shares 208,789 $9.02M 1.01% +4,804 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: 6,148 shares; 2024Q4: 6,163 shares; 2025Q1: 5,966 shares; 2025Q2: 5,564 shares; 2025Q3: 151,425 shares; 2025Q4: 156,285 shares 156,285 $8.55M 0.96% +4,860 Timeline JQUA 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: 136,050 shares; 2024Q4: 139,954 shares; 2025Q1: 141,087 shares; 2025Q2: 143,344 shares; 2025Q3: 123,209 shares; 2025Q4: 134,879 shares 134,879 $8.52M 0.96% +11,670 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,878 shares; 2024Q4: 102,838 shares; 2025Q1: 88,285 shares; 2025Q2: 184,756 shares; 2025Q3: 184,530 shares; 2025Q4: 348,768 shares 348,768 $8.38M 0.94% +164,238 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,555 shares; 2024Q4: 6,868 shares; 2025Q1: 7,038 shares; 2025Q2: 7,214 shares; 2025Q3: 7,723 shares; 2025Q4: 7,736 shares 7,736 $8.31M 0.93% +13 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,579 shares 53,579 $8.29M 0.93% new 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: 4,583 shares; 2025Q2: 4,593 shares; 2025Q3: 6,130 shares; 2025Q4: 94,010 shares 94,010 $8.06M 0.9% +87,880 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: 81,147 shares; 2025Q2: 60,652 shares; 2025Q3: not reported; 2025Q4: 65,745 shares 65,745 $7.74M 0.87% 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: 2,755 shares; 2024Q4: 2,786 shares; 2025Q1: 2,874 shares; 2025Q2: 8,665 shares; 2025Q3: 9,676 shares; 2025Q4: 12,257 shares 12,257 $7.69M 0.86% +2,581 Timeline PAAA 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: not reported; 2025Q3: not reported; 2025Q4: 147,846 shares 147,846 $7.58M 0.85% new 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: 8,321 shares; 2024Q4: 8,161 shares; 2025Q1: 8,167 shares; 2025Q2: 9,689 shares; 2025Q3: 9,160 shares; 2025Q4: 10,470 shares 10,470 $7.17M 0.8% +1,310 Timeline HDV 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: 58,857 shares 58,857 $7.16M 0.8% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,838 shares; 2025Q2: 74,593 shares; 2025Q3: 75,741 shares; 2025Q4: 77,947 shares 77,947 $6.87M 0.77% +2,206 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: 103,435 shares; 2024Q4: not reported; 2025Q1: 1,765 shares; 2025Q2: 77,473 shares; 2025Q3: 91,142 shares; 2025Q4: 52,976 shares 52,976 $6.32M 0.71% -38,166 Timeline SHYG 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: 91,745 shares; 2024Q4: 98,271 shares; 2025Q1: 119,614 shares; 2025Q2: 115,571 shares; 2025Q3: 118,627 shares; 2025Q4: 145,361 shares 145,361 $6.23M 0.7% +26,734 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: 23,656 shares; 2024Q4: 29,602 shares; 2025Q1: 29,308 shares; 2025Q2: 24,354 shares; 2025Q3: 26,050 shares; 2025Q4: 25,772 shares 25,772 $5.95M 0.67% -278 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,463 shares; 2024Q4: 107,963 shares; 2025Q1: 120,970 shares; 2025Q2: 123,500 shares; 2025Q3: 125,566 shares; 2025Q4: 123,221 shares 123,221 $5.61M 0.63% -2,345 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 346,702 shares; 2025Q4: 184,485 shares 184,485 $5.5M 0.62% -162,217 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest 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: 463,533 shares; 2025Q4: 289,236 shares 289,236 $5.42M 0.61% -174,297 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,265 shares; 2024Q4: 3,979 shares; 2025Q1: not reported; 2025Q2: 73,694 shares; 2025Q3: 82,871 shares; 2025Q4: 66,582 shares 66,582 $5.19M 0.58% -16,289 Timeline EMHY 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: 33,901 shares; 2025Q2: not reported; 2025Q3: 145,864 shares; 2025Q4: 123,785 shares 123,785 $5M 0.56% -22,079 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,249 shares; 2024Q4: 36,294 shares; 2025Q1: 37,007 shares; 2025Q2: 42,985 shares; 2025Q3: 40,777 shares; 2025Q4: 39,394 shares 39,394 $4.89M 0.55% -1,383 Timeline EDIV 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: 65,568 shares; 2024Q4: 72,801 shares; 2025Q1: 98,566 shares; 2025Q2: 101,741 shares; 2025Q3: 106,213 shares; 2025Q4: 123,746 shares 123,746 $4.84M 0.54% +17,533 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,773 shares; 2024Q4: 50,249 shares; 2025Q1: 49,292 shares; 2025Q2: 65,700 shares; 2025Q3: 67,385 shares; 2025Q4: 75,044 shares 75,044 $4.83M 0.54% +7,659 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,172 shares; 2024Q4: 167,024 shares; 2025Q1: 295,043 shares; 2025Q2: 189,841 shares; 2025Q3: 196,965 shares; 2025Q4: 191,444 shares 191,444 $4.82M 0.54% -5,521 Timeline FLHY 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: 194,884 shares 194,884 $4.76M 0.53% new 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: 63,573 shares; 2025Q4: 48,569 shares 48,569 $4.67M 0.52% -15,004 Timeline FRDM 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: 7,702 shares; 2025Q2: 8,046 shares; 2025Q3: not reported; 2025Q4: 90,600 shares 90,600 $4.65M 0.52% new Timeline XSMO 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: 32,765 shares; 2025Q3: 34,943 shares; 2025Q4: 62,759 shares 62,759 $4.52M 0.51% +27,816 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: 5,682 shares; 2024Q4: 7,023 shares; 2025Q1: 7,475 shares; 2025Q2: 8,656 shares; 2025Q3: 75,619 shares; 2025Q4: 10,914 shares 10,914 $4.5M 0.51% -64,705 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: 15,814 shares; 2024Q4: 19,962 shares; 2025Q1: 31,709 shares; 2025Q2: 44,070 shares; 2025Q3: 46,315 shares; 2025Q4: 55,752 shares 55,752 $4.5M 0.5% +9,437 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: 45,749 shares; 2024Q4: 45,970 shares; 2025Q1: 46,256 shares; 2025Q2: 46,250 shares; 2025Q3: 53,100 shares; 2025Q4: 58,271 shares 58,271 $4.37M 0.49% +5,171 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,099 shares; 2024Q4: 18,840 shares; 2025Q1: 19,605 shares; 2025Q2: 20,207 shares; 2025Q3: 20,620 shares; 2025Q4: 22,673 shares 22,673 $4.34M 0.49% +2,053 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,260 shares; 2024Q4: 19,143 shares; 2025Q1: 19,520 shares; 2025Q2: 21,824 shares; 2025Q3: 21,614 shares; 2025Q4: 21,461 shares 21,461 $4.29M 0.48% -153 Timeline TOTL 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: 67,724 shares; 2024Q4: 66,237 shares; 2025Q1: 68,927 shares; 2025Q2: 114,503 shares; 2025Q3: 122,886 shares; 2025Q4: 104,763 shares 104,763 $4.22M 0.47% -18,123 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: 5,019 shares; 2024Q4: 5,056 shares; 2025Q1: 4,208 shares; 2025Q2: 5,017 shares; 2025Q3: 4,767 shares; 2025Q4: 4,465 shares 4,465 $4.17M 0.47% -302 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,809 shares; 2025Q4: 34,427 shares 34,427 $4.14M 0.46% +3,618 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,056 shares; 2024Q4: 11,565 shares; 2025Q1: 11,643 shares; 2025Q2: 12,890 shares; 2025Q3: 12,988 shares; 2025Q4: 13,056 shares 13,056 $4.08M 0.46% +68 Timeline AVDV 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,371 shares 43,371 $4.08M 0.46% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,095 shares; 2024Q4: 40,449 shares; 2025Q1: 44,705 shares; 2025Q2: 43,887 shares; 2025Q3: 44,623 shares; 2025Q4: 50,995 shares 50,995 $4.07M 0.46% +6,372 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,521 shares; 2024Q4: 7,642 shares; 2025Q1: 9,430 shares; 2025Q2: 9,977 shares; 2025Q3: 10,886 shares; 2025Q4: 11,295 shares 11,295 $3.91M 0.44% +409 Timeline MDYG 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: 42,444 shares; 2025Q3: 35,743 shares; 2025Q4: 42,082 shares 42,082 $3.89M 0.44% +6,339 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: 11,992 shares; 2024Q4: 11,800 shares; 2025Q1: 11,593 shares; 2025Q2: 6,330 shares; 2025Q3: 7,025 shares; 2025Q4: 7,925 shares 7,925 $3.75M 0.42% +900 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: 9,120 shares; 2025Q1: 33,224 shares; 2025Q2: 19,277 shares; 2025Q3: 18,804 shares; 2025Q4: 24,214 shares 24,214 $3.71M 0.42% +5,410 Timeline DXJ 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: not reported; 2025Q4: 25,523 shares 25,523 $3.68M 0.41% new 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: 14,181 shares; 2024Q4: 13,936 shares; 2025Q1: 13,942 shares; 2025Q2: 42,380 shares; 2025Q3: 21,158 shares; 2025Q4: 24,217 shares 24,217 $3.48M 0.39% +3,059 Timeline ELFY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,543 shares 98,543 $3.47M 0.39% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,797 shares; 2024Q4: 6,093 shares; 2025Q1: 6,248 shares; 2025Q2: 7,069 shares; 2025Q3: 7,072 shares; 2025Q4: 7,357 shares 7,357 $3.46M 0.39% +285 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: 25,123 shares; 2024Q4: 24,306 shares; 2025Q1: 28,661 shares; 2025Q2: 26,250 shares; 2025Q3: 29,785 shares; 2025Q4: 28,316 shares 28,316 $3.41M 0.38% -1,469 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,937 shares; 2024Q4: 21,241 shares; 2025Q1: 21,044 shares; 2025Q2: 11,737 shares; 2025Q3: 12,023 shares; 2025Q4: 12,986 shares 12,986 $3.28M 0.37% +963 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: 3,478 shares; 2024Q4: 3,547 shares; 2025Q1: 3,119 shares; 2025Q2: 3,720 shares; 2025Q3: 3,676 shares; 2025Q4: 3,600 shares 3,600 $3.26M 0.37% -76 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: not reported; 2025Q2: not reported; 2025Q3: 17,893 shares; 2025Q4: 18,170 shares 18,170 $3.23M 0.36% +277 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,673 shares; 2024Q4: 130,291 shares; 2025Q1: 193,888 shares; 2025Q2: 190,304 shares; 2025Q3: 201,740 shares; 2025Q4: 183,542 shares 183,542 $3.21M 0.36% -18,198 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,842 shares; 2024Q4: 15,166 shares; 2025Q1: 14,856 shares; 2025Q2: 21,192 shares; 2025Q3: 20,447 shares; 2025Q4: 38,345 shares 38,345 $3.21M 0.36% +17,898 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: 9,846 shares; 2024Q4: 9,725 shares; 2025Q1: 10,544 shares; 2025Q2: 10,557 shares; 2025Q3: 10,891 shares; 2025Q4: 9,918 shares 9,918 $3.2M 0.36% -973 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: 10,744 shares; 2024Q4: 10,258 shares; 2025Q1: 10,273 shares; 2025Q2: 10,061 shares; 2025Q3: 9,911 shares; 2025Q4: 10,165 shares 10,165 $3.18M 0.36% +254 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,798 shares; 2024Q4: 44,541 shares; 2025Q1: 74,362 shares; 2025Q2: 72,463 shares; 2025Q3: 73,282 shares; 2025Q4: 124,961 shares 124,961 $3.18M 0.36% +51,679 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 11,099 shares; 2025Q3: 10,863 shares; 2025Q4: 10,750 shares 10,750 $3.18M 0.36% -113 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,614 shares; 2025Q3: 42,747 shares; 2025Q4: 46,731 shares 46,731 $3.14M 0.35% +3,984 Timeline SMLF 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: 62,532 shares; 2025Q4: 40,952 shares 40,952 $3.07M 0.34% -21,580 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: 7,752 shares; 2024Q4: 8,268 shares; 2025Q1: 7,733 shares; 2025Q2: 8,167 shares; 2025Q3: 6,604 shares; 2025Q4: 6,814 shares 6,814 $3.06M 0.34% +210 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,308 shares 23,308 $2.84M 0.32% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,409 shares; 2025Q1: 12,512 shares; 2025Q2: 12,972 shares; 2025Q3: 13,308 shares; 2025Q4: 24,201 shares 24,201 $2.81M 0.32% +10,893 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: 7,068 shares; 2024Q4: 7,134 shares; 2025Q1: 7,130 shares; 2025Q2: 7,227 shares; 2025Q3: 7,096 shares; 2025Q4: 5,571 shares 5,571 $2.8M 0.31% -1,525 Timeline FLTR 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: 48,390 shares; 2024Q4: 57,041 shares; 2025Q1: 64,594 shares; 2025Q2: 365,516 shares; 2025Q3: 97,686 shares; 2025Q4: 104,911 shares 104,911 $2.67M 0.3% +7,225 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,422 shares; 2025Q3: 84,431 shares; 2025Q4: 87,568 shares 87,568 $2.67M 0.3% +3,137 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: 14,593 shares; 2025Q3: 13,795 shares; 2025Q4: 35,661 shares 35,661 $2.55M 0.29% +21,866 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: 3,177 shares; 2024Q4: 3,006 shares; 2025Q1: 2,979 shares; 2025Q2: 2,906 shares; 2025Q3: 3,023 shares; 2025Q4: 3,784 shares 3,784 $2.5M 0.28% +761 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,307 shares; 2025Q3: 16,985 shares; 2025Q4: 16,574 shares 16,574 $2.49M 0.28% -411 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,915 shares; 2024Q4: 26,193 shares; 2025Q1: 36,112 shares; 2025Q2: 37,464 shares; 2025Q3: 39,827 shares; 2025Q4: 39,224 shares 39,224 $2.47M 0.28% -603 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,365 shares; 2024Q4: 20,923 shares; 2025Q1: 21,714 shares; 2025Q2: 20,365 shares; 2025Q3: 25,227 shares; 2025Q4: 27,624 shares 27,624 $2.47M 0.28% +2,397 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: 2,423 shares; 2024Q4: 2,053 shares; 2025Q1: 1,881 shares; 2025Q2: 7,139 shares; 2025Q3: 8,040 shares; 2025Q4: 9,989 shares 9,989 $2.46M 0.28% +1,949 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,768 shares; 2024Q4: 38,035 shares; 2025Q1: 32,592 shares; 2025Q2: 37,419 shares; 2025Q3: 36,575 shares; 2025Q4: 36,017 shares 36,017 $2.42M 0.27% -558 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,313 shares 32,313 $2.39M 0.27% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,672 shares; 2025Q3: 32,524 shares; 2025Q4: 41,367 shares 41,367 $2.35M 0.26% +8,843 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: 8,552 shares; 2024Q4: 8,668 shares; 2025Q1: 7,214 shares; 2025Q2: 8,525 shares; 2025Q3: 8,253 shares; 2025Q4: 8,069 shares 8,069 $2.25M 0.25% -184 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: 5,019 shares; 2024Q4: 5,073 shares; 2025Q1: 5,408 shares; 2025Q2: 6,514 shares; 2025Q3: 6,765 shares; 2025Q4: 7,141 shares 7,141 $2.24M 0.25% +376 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: 8,100 shares; 2024Q4: 8,472 shares; 2025Q1: 10,486 shares; 2025Q2: 11,580 shares; 2025Q3: 11,819 shares; 2025Q4: 34,374 shares 34,374 $2.21M 0.25% +22,555 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: 2,488 shares; 2024Q4: 2,666 shares; 2025Q1: 2,689 shares; 2025Q2: 2,655 shares; 2025Q3: 2,636 shares; 2025Q4: 2,550 shares 2,550 $2.2M 0.25% -86 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS 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: 3,804 shares; 2025Q3: 3,770 shares; 2025Q4: 3,746 shares 3,746 $2.16M 0.24% -24 Timeline IVLU 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: 56,676 shares 56,676 $2.16M 0.24% new 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: 14,593 shares; 2024Q4: 11,881 shares; 2025Q1: 19,823 shares; 2025Q2: 21,837 shares; 2025Q3: 22,076 shares; 2025Q4: 21,463 shares 21,463 $2.15M 0.24% -613 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,927 shares; 2024Q4: 108,763 shares; 2025Q1: 124,740 shares; 2025Q2: 88,453 shares; 2025Q3: 85,921 shares; 2025Q4: 42,917 shares 42,917 $2.09M 0.23% -43,004 Timeline VOT 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: 4,623 shares; 2025Q3: 5,416 shares; 2025Q4: 7,111 shares 7,111 $1.98M 0.22% +1,695 Timeline FLEX FLEX LTD More: the full row for FLEX 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: 32,859 shares; 2025Q3: 32,431 shares; 2025Q4: 32,007 shares 32,007 $1.93M 0.22% -424 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,163 shares; 2024Q4: 18,436 shares; 2025Q1: 20,769 shares; 2025Q2: 16,143 shares; 2025Q3: 16,740 shares; 2025Q4: 16,769 shares 16,769 $1.91M 0.21% +29 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,614 shares; 2024Q4: 6,378 shares; 2025Q1: 9,518 shares; 2025Q2: 8,928 shares; 2025Q3: 9,207 shares; 2025Q4: 9,255 shares 9,255 $1.9M 0.21% +48 Timeline JSML 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: 28,203 shares; 2024Q4: 28,199 shares; 2025Q1: 28,042 shares; 2025Q2: 27,689 shares; 2025Q3: 27,182 shares; 2025Q4: 25,587 shares 25,587 $1.88M 0.21% -1,595 Timeline KEN KENON HLDGS LTD More: the full row for KENON HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,933 shares; 2025Q1: 29,471 shares; 2025Q2: 31,550 shares; 2025Q3: 33,649 shares; 2025Q4: 28,300 shares 28,300 $1.88M 0.21% -5,349 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,956 shares; 2024Q4: 166,106 shares; 2025Q1: 113,975 shares; 2025Q2: 95,774 shares; 2025Q3: 94,386 shares; 2025Q4: 71,006 shares 71,006 $1.86M 0.21% -23,380 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,426 shares; 2025Q4: 3,855 shares 3,855 $1.76M 0.2% +429 Timeline ING ING GROEP N.V. More: the full row for ING GROEP 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: 51,989 shares; 2025Q3: 60,050 shares; 2025Q4: 62,473 shares 62,473 $1.75M 0.2% +2,423 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,733 shares; 2024Q4: 1,722 shares; 2025Q1: 1,721 shares; 2025Q2: 1,698 shares; 2025Q3: 5,506 shares; 2025Q4: 5,650 shares 5,650 $1.74M 0.2% +144 Timeline SPYV 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: 47,195 shares; 2024Q4: 48,308 shares; 2025Q1: 49,026 shares; 2025Q2: 20,309 shares; 2025Q3: 21,439 shares; 2025Q4: 30,363 shares 30,363 $1.72M 0.19% +8,924 Timeline FLMI 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: 60,206 shares; 2024Q4: 64,646 shares; 2025Q1: 80,724 shares; 2025Q2: 27,245 shares; 2025Q3: 61,772 shares; 2025Q4: 68,513 shares 68,513 $1.7M 0.19% +6,741 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,578 shares; 2024Q4: 34,266 shares; 2025Q1: 46,158 shares; 2025Q2: 49,385 shares; 2025Q3: 53,625 shares; 2025Q4: 48,372 shares 48,372 $1.69M 0.19% -5,253 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,163 shares; 2024Q4: 25,954 shares; 2025Q1: 22,313 shares; 2025Q2: 22,051 shares; 2025Q3: 22,065 shares; 2025Q4: 21,993 shares 21,993 $1.69M 0.19% -72 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,444 shares; 2024Q4: 8,791 shares; 2025Q1: 37,381 shares; 2025Q2: 13,088 shares; 2025Q3: 12,859 shares; 2025Q4: 12,170 shares 12,170 $1.69M 0.19% -689 Timeline GMUB 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,846 shares 32,846 $1.68M 0.19% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,538 shares; 2024Q4: 12,920 shares; 2025Q1: 13,346 shares; 2025Q2: 13,598 shares; 2025Q3: 14,806 shares; 2025Q4: 15,012 shares 15,012 $1.67M 0.19% +206 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: 13,045 shares; 2024Q4: 12,976 shares; 2025Q1: 13,228 shares; 2025Q2: 12,770 shares; 2025Q3: 11,632 shares; 2025Q4: 11,547 shares 11,547 $1.65M 0.19% -85 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,520 shares; 2025Q3: 17,819 shares; 2025Q4: 21,353 shares 21,353 $1.62M 0.18% +3,534 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,975 shares; 2024Q4: 40,273 shares; 2025Q1: 41,503 shares; 2025Q2: 41,365 shares; 2025Q3: 41,375 shares; 2025Q4: 41,810 shares 41,810 $1.6M 0.18% +435 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,534 shares; 2024Q4: 9,827 shares; 2025Q1: 4,113 shares; 2025Q2: 13,221 shares; 2025Q3: 14,975 shares; 2025Q4: 15,046 shares 15,046 $1.58M 0.18% +71 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,479 shares; 2025Q3: 59,733 shares; 2025Q4: 65,788 shares 65,788 $1.53M 0.17% +6,055 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: 8,687 shares; 2024Q4: 9,024 shares; 2025Q1: 9,106 shares; 2025Q2: 106,380 shares; 2025Q3: 18,226 shares; 2025Q4: 18,795 shares 18,795 $1.53M 0.17% +569 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL 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: 13,901 shares; 2025Q4: 13,939 shares 13,939 $1.51M 0.17% +38 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: 15,846 shares; 2024Q4: 15,841 shares; 2025Q1: 579,665 shares; 2025Q2: 16,035 shares; 2025Q3: 15,996 shares; 2025Q4: 18,549 shares 18,549 $1.49M 0.17% +2,553 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,718 shares; 2024Q4: 54,087 shares; 2025Q1: 75,126 shares; 2025Q2: 76,292 shares; 2025Q3: 44,367 shares; 2025Q4: 40,983 shares 40,983 $1.49M 0.17% -3,384 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: 7,730 shares; 2024Q4: 8,152 shares; 2025Q1: 9,521 shares; 2025Q2: 8,835 shares; 2025Q3: 9,715 shares; 2025Q4: 9,680 shares 9,680 $1.48M 0.17% -35 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: 3,847 shares; 2024Q4: 4,049 shares; 2025Q1: 3,436 shares; 2025Q2: 4,066 shares; 2025Q3: 3,968 shares; 2025Q4: 3,965 shares 3,965 $1.47M 0.16% -3 Timeline AIA 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: 13,783 shares; 2025Q3: 14,092 shares; 2025Q4: 14,708 shares 14,708 $1.43M 0.16% +616 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,913 shares; 2024Q4: 9,540 shares; 2025Q1: 9,400 shares; 2025Q2: 10,088 shares; 2025Q3: 12,992 shares; 2025Q4: 13,148 shares 13,148 $1.41M 0.16% +156 Timeline MSB MESABI TR More: the full row for MESABI 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: 34,132 shares; 2025Q3: 38,711 shares; 2025Q4: 35,540 shares 35,540 $1.37M 0.15% -3,171 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: 12,959 shares; 2024Q4: 19,327 shares; 2025Q1: 24,203 shares; 2025Q2: 24,323 shares; 2025Q3: 25,743 shares; 2025Q4: 23,630 shares 23,630 $1.36M 0.15% -2,113 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS 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: 7,877 shares; 2025Q3: 7,830 shares; 2025Q4: 8,024 shares 8,024 $1.32M 0.15% +194 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,287 shares; 2024Q4: 23,711 shares; 2025Q1: 38,598 shares; 2025Q2: 41,806 shares; 2025Q3: 46,069 shares; 2025Q4: 50,622 shares 50,622 $1.32M 0.15% +4,553 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: 4,436 shares; 2025Q1: 5,758 shares; 2025Q2: 5,921 shares; 2025Q3: 6,501 shares; 2025Q4: 6,223 shares 6,223 $1.3M 0.15% -278 Timeline SUB 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: 6,251 shares; 2025Q2: 11,884 shares; 2025Q3: 15,531 shares; 2025Q4: 12,141 shares 12,141 $1.3M 0.15% -3,390 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,866 shares; 2024Q4: 7,971 shares; 2025Q1: not reported; 2025Q2: 47,497 shares; 2025Q3: 52,936 shares; 2025Q4: 51,805 shares 51,805 $1.29M 0.14% -1,131 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: 7,851 shares; 2024Q4: 7,880 shares; 2025Q1: 7,921 shares; 2025Q2: 7,380 shares; 2025Q3: 7,368 shares; 2025Q4: 7,354 shares 7,354 $1.26M 0.14% -14 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,591 shares; 2024Q4: 6,423 shares; 2025Q1: 11,687 shares; 2025Q2: 11,611 shares; 2025Q3: 12,533 shares; 2025Q4: 13,834 shares 13,834 $1.25M 0.14% +1,301 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,280 shares; 2025Q4: 5,479 shares 5,479 $1.25M 0.14% +199 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: 2,720 shares; 2024Q4: 2,715 shares; 2025Q1: 2,700 shares; 2025Q2: 2,795 shares; 2025Q3: 2,745 shares; 2025Q4: 2,669 shares 2,669 $1.24M 0.14% -76 Timeline DAC DANAOS CORPORATION More: the full row for DANAOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,773 shares; 2024Q4: 9,258 shares; 2025Q1: 12,409 shares; 2025Q2: 12,594 shares; 2025Q3: 13,838 shares; 2025Q4: 13,119 shares 13,119 $1.24M 0.14% -719 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS 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: 47,937 shares 47,937 $1.23M 0.14% new Timeline KSS KOHLS CORP More: the full row for KOHLS 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: 58,580 shares 58,580 $1.2M 0.13% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 1,576 shares; 2025Q1: 1,578 shares; 2025Q2: 1,584 shares; 2025Q3: 1,585 shares; 2025Q4: 1,574 shares 1,574 $1.19M 0.13% -11 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,943 shares; 2024Q4: 46,524 shares; 2025Q1: 60,605 shares; 2025Q2: 60,747 shares; 2025Q3: 66,635 shares; 2025Q4: 62,435 shares 62,435 $1.18M 0.13% -4,200 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,724 shares; 2025Q3: 21,909 shares; 2025Q4: 23,748 shares 23,748 $1.18M 0.13% +1,839 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,148 shares; 2024Q4: 15,770 shares; 2025Q1: 21,541 shares; 2025Q2: 22,528 shares; 2025Q3: 24,428 shares; 2025Q4: 22,117 shares 22,117 $1.18M 0.13% -2,311 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,480 shares; 2024Q4: 2,597 shares; 2025Q1: 3,102 shares; 2025Q2: 3,168 shares; 2025Q3: 3,538 shares; 2025Q4: 3,399 shares 3,399 $1.17M 0.13% -139 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,150 shares; 2024Q4: 28,584 shares; 2025Q1: 30,239 shares; 2025Q2: 34,356 shares; 2025Q3: 49,395 shares; 2025Q4: 49,274 shares 49,274 $1.17M 0.13% -121 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: 4,099 shares; 2024Q4: 4,130 shares; 2025Q1: 7,791 shares; 2025Q2: 4,147 shares; 2025Q3: 4,098 shares; 2025Q4: 4,035 shares 4,035 $1.16M 0.13% -63 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,011 shares; 2024Q4: 30,828 shares; 2025Q1: 30,828 shares; 2025Q2: 20,489 shares; 2025Q3: 30,125 shares; 2025Q4: 30,125 shares 30,125 $1.15M 0.13% 0 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: 3,621 shares; 2025Q1: 4,373 shares; 2025Q2: 3,613 shares; 2025Q3: 5,330 shares; 2025Q4: 6,342 shares 6,342 $1.13M 0.13% +1,012 Timeline BAP CREDICORP LTD More: the full row for CREDICORP 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: 3,601 shares; 2025Q4: 3,865 shares 3,865 $1.11M 0.12% +264 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: 13,391 shares; 2024Q4: 12,249 shares; 2025Q1: 12,031 shares; 2025Q2: 8,320 shares; 2025Q3: 8,019 shares; 2025Q4: 11,500 shares 11,500 $1.11M 0.12% +3,481 Timeline WB WEIBO CORP More: the full row for WEIBO 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: 105,795 shares 105,795 $1.08M 0.12% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest 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: 6,989 shares; 2025Q4: 8,080 shares 8,080 $1.05M 0.12% +1,091 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE 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: 120,469 shares 120,469 $1.04M 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,655 shares; 2025Q4: 4,967 shares 4,967 $1.02M 0.11% +312 Timeline BWMX BETTERWARE DE MEXC S A P I D More: the full row for BETTERWARE DE MEXC S A P I D Quarterly shares; oldest 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: 70,216 shares 70,216 $998K 0.11% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,624 shares; 2024Q4: 3,395 shares; 2025Q1: 3,376 shares; 2025Q2: 3,129 shares; 2025Q3: 3,020 shares; 2025Q4: 2,889 shares 2,889 $994K 0.11% -131 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest 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: 8,243 shares 8,243 $994K 0.11% new 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: 129,104 shares; 2024Q4: 150,303 shares; 2025Q1: 145,962 shares; 2025Q2: 28,257 shares; 2025Q3: 26,662 shares; 2025Q4: 25,838 shares 25,838 $990K 0.11% -824 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,688 shares; 2024Q4: 53,815 shares; 2025Q1: 75,846 shares; 2025Q2: 78,228 shares; 2025Q3: 88,959 shares; 2025Q4: 90,569 shares 90,569 $987K 0.11% +1,610 Timeline AMBP ARDAGH METAL PACKAGING S A More: the full row for ARDAGH METAL PACKAGING S A Quarterly shares; oldest 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: 240,110 shares 240,110 $984K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,753 shares 23,753 $970K 0.11% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: 2,536 shares; 2025Q1: 2,575 shares; 2025Q2: 2,373 shares; 2025Q3: 2,687 shares; 2025Q4: 2,690 shares 2,690 $950K 0.11% +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: 631 shares; 2024Q4: 1,609 shares; 2025Q1: 1,610 shares; 2025Q2: 1,663 shares; 2025Q3: 1,643 shares; 2025Q4: 1,653 shares 1,653 $947K 0.11% +10 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: 3,661 shares; 2024Q4: 4,220 shares; 2025Q1: 4,330 shares; 2025Q2: 4,311 shares; 2025Q3: 4,165 shares; 2025Q4: 4,219 shares 4,219 $927K 0.1% +54 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest 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: 24,335 shares 24,335 $923K 0.1% new Timeline ASR GRUPO AEROPORTUARIO DEL SURE More: the full row for GRUPO AEROPORTUARIO DEL SURE Quarterly shares; oldest 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: 2,817 shares 2,817 $911K 0.1% new Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES 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: 15,588 shares; 2025Q3: 15,364 shares; 2025Q4: 24,302 shares 24,302 $880K 0.1% +8,938 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,889 shares; 2025Q4: 5,386 shares 5,386 $873K 0.1% +497 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,753 shares 28,753 $859K 0.1% new Timeline TRTX TPG RE FIN TR INC More: the full row for TPG RE FIN TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,355 shares 99,355 $855K 0.1% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,626 shares; 2024Q4: 13,662 shares; 2025Q1: 13,698 shares; 2025Q2: 13,738 shares; 2025Q3: 13,783 shares; 2025Q4: 13,094 shares 13,094 $852K 0.1% -689 Timeline XMHQ 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: 61,933 shares; 2024Q4: 63,917 shares; 2025Q1: 22,007 shares; 2025Q2: 10,401 shares; 2025Q3: 11,229 shares; 2025Q4: 8,147 shares 8,147 $834K 0.09% -3,082 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,432 shares; 2024Q4: 4,136 shares; 2025Q1: 3,666 shares; 2025Q2: 3,646 shares; 2025Q3: 4,397 shares; 2025Q4: 4,421 shares 4,421 $811K 0.09% +24 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,372 shares; 2024Q4: 60,161 shares; 2025Q1: 59,782 shares; 2025Q2: 61,349 shares; 2025Q3: 50,443 shares; 2025Q4: 28,046 shares 28,046 $799K 0.09% -22,397 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,904 shares; 2024Q4: 14,336 shares; 2025Q1: 13,374 shares; 2025Q2: 13,086 shares; 2025Q3: 11,712 shares; 2025Q4: 9,440 shares 9,440 $783K 0.09% -2,272 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: 784 shares; 2024Q4: 816 shares; 2025Q1: 823 shares; 2025Q2: 922 shares; 2025Q3: 918 shares; 2025Q4: 8,291 shares 8,291 $777K 0.09% +7,373 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: 10,032 shares; 2024Q4: 11,465 shares; 2025Q1: 11,254 shares; 2025Q2: 1,932 shares; 2025Q3: 1,934 shares; 2025Q4: 2,310 shares 2,310 $775K 0.09% +376 Timeline MNBD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,198 shares; 2025Q4: 29,328 shares 29,328 $762K 0.09% -12,870 Timeline QQQY 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: 13,915 shares; 2024Q4: 15,882 shares; 2025Q1: 18,009 shares; 2025Q2: 20,102 shares; 2025Q3: 27,317 shares; 2025Q4: 32,228 shares 32,228 $759K 0.09% +4,911 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 1,964 shares; 2025Q1: 2,390 shares; 2025Q2: 2,389 shares; 2025Q3: 2,423 shares; 2025Q4: 2,432 shares 2,432 $743K 0.08% +9 Timeline WDTE 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: 10,147 shares; 2024Q4: 11,201 shares; 2025Q1: 12,464 shares; 2025Q2: 13,640 shares; 2025Q3: 18,902 shares; 2025Q4: 23,168 shares 23,168 $733K 0.08% +4,266 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO 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: 32,773 shares; 2025Q4: 35,192 shares 35,192 $730K 0.08% +2,419 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,821 shares; 2024Q4: 29,667 shares; 2025Q1: 30,531 shares; 2025Q2: 30,486 shares; 2025Q3: 27,099 shares; 2025Q4: 24,241 shares 24,241 $729K 0.08% -2,858 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: 2,609 shares; 2024Q4: 2,545 shares; 2025Q1: 3,115 shares; 2025Q2: 3,083 shares; 2025Q3: 3,115 shares; 2025Q4: 3,162 shares 3,162 $722K 0.08% +47 Timeline GRPM 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: 8,769 shares; 2024Q4: 9,581 shares; 2025Q1: 6,375 shares; 2025Q2: 4,011 shares; 2025Q3: 4,439 shares; 2025Q4: 6,004 shares 6,004 $721K 0.08% +1,565 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,153 shares 15,153 $713K 0.08% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 5,888 shares; 2025Q1: 5,931 shares; 2025Q2: 5,979 shares; 2025Q3: 6,060 shares; 2025Q4: 4,590 shares 4,590 $708K 0.08% -1,470 Timeline BAB 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: not reported; 2025Q4: 25,914 shares 25,914 $705K 0.08% 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: 1,414 shares; 2024Q4: 1,391 shares; 2025Q1: 1,336 shares; 2025Q2: 1,385 shares; 2025Q3: 1,395 shares; 2025Q4: 1,227 shares 1,227 $701K 0.08% -168 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: 874 shares; 2024Q4: 758 shares; 2025Q1: 637 shares; 2025Q2: 1,812 shares; 2025Q3: 2,085 shares; 2025Q4: 2,101 shares 2,101 $694K 0.08% +16 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: not reported; 2024Q4: 217,521 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,971 shares 6,971 $685K 0.08% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,634 shares; 2024Q4: 26,384 shares; 2025Q1: 16,093 shares; 2025Q2: 12,827 shares; 2025Q3: 11,125 shares; 2025Q4: 6,987 shares 6,987 $677K 0.08% -4,138 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: 1,038 shares; 2024Q4: 1,272 shares; 2025Q1: 1,371 shares; 2025Q2: 1,263 shares; 2025Q3: 1,275 shares; 2025Q4: 1,379 shares 1,379 $673K 0.08% +104 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,234 shares; 2024Q4: 2,205 shares; 2025Q1: 2,221 shares; 2025Q2: 2,232 shares; 2025Q3: 2,515 shares; 2025Q4: 2,442 shares 2,442 $672K 0.08% -73 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,327 shares; 2024Q4: 55,627 shares; 2025Q1: 56,300 shares; 2025Q2: 54,655 shares; 2025Q3: 55,759 shares; 2025Q4: 57,079 shares 57,079 $664K 0.07% +1,320 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: 1,646 shares; 2024Q4: 1,607 shares; 2025Q1: 1,579 shares; 2025Q2: 1,730 shares; 2025Q3: 2,459 shares; 2025Q4: 2,448 shares 2,448 $659K 0.07% -11 Timeline FAI 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: 15,956 shares; 2025Q4: 15,980 shares 15,980 $656K 0.07% +24 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,537 shares; 2024Q4: 43,633 shares; 2025Q1: 71,389 shares; 2025Q2: 17,110 shares; 2025Q3: 23,525 shares; 2025Q4: 32,849 shares 32,849 $635K 0.07% +9,324 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,997 shares; 2024Q4: 195,320 shares; 2025Q1: 200,599 shares; 2025Q2: 129,683 shares; 2025Q3: 18,619 shares; 2025Q4: 9,537 shares 9,537 $634K 0.07% -9,082 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,340 shares; 2025Q2: 1,946 shares; 2025Q3: 2,323 shares; 2025Q4: 2,923 shares 2,923 $628K 0.07% +600 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 217,029 shares; 2025Q2: 218,079 shares; 2025Q3: 201,574 shares; 2025Q4: 16,272 shares 16,272 $623K 0.07% -185,302 Timeline BRHY BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF 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: 12,002 shares 12,002 $617K 0.07% new Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,452 shares 7,452 $604K 0.07% new Timeline PYLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,550 shares 22,550 $602K 0.07% new 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: 3,584 shares; 2024Q4: 3,167 shares; 2025Q1: 2,877 shares; 2025Q2: 3,009 shares; 2025Q3: 2,948 shares; 2025Q4: 2,860 shares 2,860 $592K 0.07% -88 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: not reported; 2024Q4: 1,148 shares; 2025Q1: 1,240 shares; 2025Q2: 1,343 shares; 2025Q3: 1,805 shares; 2025Q4: 1,946 shares 1,946 $591K 0.07% +141 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: 1,558 shares; 2024Q4: 1,558 shares; 2025Q1: 1,570 shares; 2025Q2: 1,598 shares; 2025Q3: 1,527 shares; 2025Q4: 1,638 shares 1,638 $574K 0.06% +111 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,202 shares; 2024Q4: 6,206 shares; 2025Q1: 6,222 shares; 2025Q2: 6,235 shares; 2025Q3: 6,210 shares; 2025Q4: 6,054 shares 6,054 $564K 0.06% -156 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: 6,946 shares; 2024Q4: 7,093 shares; 2025Q1: 7,073 shares; 2025Q2: 7,143 shares; 2025Q3: 7,211 shares; 2025Q4: 6,738 shares 6,738 $558K 0.06% -473 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: 589 shares; 2025Q3: 817 shares; 2025Q4: 851 shares 851 $556K 0.06% +34 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,985 shares; 2024Q4: 6,018 shares; 2025Q1: 25,996 shares; 2025Q2: 5,665 shares; 2025Q3: 12,494 shares; 2025Q4: 12,588 shares 12,588 $549K 0.06% +94 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,064 shares; 2024Q4: 16,287 shares; 2025Q1: 16,223 shares; 2025Q2: 10,899 shares; 2025Q3: 10,021 shares; 2025Q4: 9,317 shares 9,317 $547K 0.06% -704 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: 1,115 shares; 2024Q4: 1,096 shares; 2025Q1: 1,102 shares; 2025Q2: 22,096 shares; 2025Q3: 1,902 shares; 2025Q4: 1,864 shares 1,864 $541K 0.06% -38 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: 8,959 shares; 2024Q4: 8,902 shares; 2025Q1: 8,297 shares; 2025Q2: 8,290 shares; 2025Q3: 8,693 shares; 2025Q4: 8,195 shares 8,195 $541K 0.06% -498 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: 3,251 shares; 2024Q4: 3,358 shares; 2025Q1: 3,455 shares; 2025Q2: 3,515 shares; 2025Q3: 3,365 shares; 2025Q4: 3,323 shares 3,323 $535K 0.06% -42 Timeline ILDR 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: 9,950 shares; 2025Q2: 10,509 shares; 2025Q3: 16,172 shares; 2025Q4: 16,172 shares 16,172 $534K 0.06% 0 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: not reported; 2025Q2: 4,205 shares; 2025Q3: 5,035 shares; 2025Q4: 4,675 shares 4,675 $529K 0.06% -360 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,186 shares; 2024Q4: 5,339 shares; 2025Q1: 4,684 shares; 2025Q2: 5,268 shares; 2025Q3: 1,110 shares; 2025Q4: 1,156 shares 1,156 $524K 0.06% +46 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,707 shares; 2025Q1: 6,177 shares; 2025Q2: 6,240 shares; 2025Q3: 6,832 shares; 2025Q4: 6,841 shares 6,841 $521K 0.06% +9 Timeline AOM 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: 4,341 shares; 2025Q4: 10,844 shares 10,844 $518K 0.06% +6,503 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: not reported; 2025Q1: not reported; 2025Q2: 969 shares; 2025Q3: 969 shares; 2025Q4: 1,689 shares 1,689 $517K 0.06% +720 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 906 shares; 2025Q3: 1,212 shares; 2025Q4: 1,414 shares 1,414 $509K 0.06% +202 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,768 shares; 2024Q4: 11,824 shares; 2025Q1: 11,824 shares; 2025Q2: 18,086 shares; 2025Q3: 22,223 shares; 2025Q4: 38,929 shares 38,929 $507K 0.06% +16,706 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,318 shares; 2024Q4: 4,550 shares; 2025Q1: 4,624 shares; 2025Q2: 5,840 shares; 2025Q3: 5,910 shares; 2025Q4: 5,910 shares 5,910 $505K 0.06% 0 Timeline REGL 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: 5,882 shares; 2025Q4: 5,970 shares 5,970 $503K 0.06% +88 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: 5,553 shares; 2025Q1: 5,477 shares; 2025Q2: 5,369 shares; 2025Q3: 5,459 shares; 2025Q4: 4,970 shares 4,970 $502K 0.06% -489 Timeline GDE 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: 8,221 shares; 2025Q4: 8,120 shares 8,120 $500K 0.06% -101 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: 7,999 shares; 2024Q4: 7,666 shares; 2025Q1: 10,264 shares; 2025Q2: 10,085 shares; 2025Q3: 9,040 shares; 2025Q4: 8,597 shares 8,597 $500K 0.06% -443 Timeline SPYT 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: 17,180 shares; 2024Q4: 17,916 shares; 2025Q1: 19,515 shares; 2025Q2: 21,613 shares; 2025Q3: 26,968 shares; 2025Q4: 28,423 shares 28,423 $497K 0.06% +1,455 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: 30,358 shares; 2024Q4: 28,162 shares; 2025Q1: 28,305 shares; 2025Q2: 22,816 shares; 2025Q3: 22,099 shares; 2025Q4: 20,005 shares 20,005 $497K 0.06% -2,094 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: 35,274 shares; 2024Q4: 23,591 shares; 2025Q1: 23,754 shares; 2025Q2: 23,000 shares; 2025Q3: 24,741 shares; 2025Q4: 30,004 shares 30,004 $495K 0.06% +5,263 Timeline FNDB 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: 11,550 shares; 2024Q4: 34,650 shares; 2025Q1: 34,800 shares; 2025Q2: 34,950 shares; 2025Q3: 35,099 shares; 2025Q4: 18,467 shares 18,467 $491K 0.06% -16,632 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,369 shares; 2025Q4: 2,198 shares 2,198 $471K 0.05% -171 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,668 shares; 2024Q4: 10,668 shares; 2025Q1: 11,031 shares; 2025Q2: 11,031 shares; 2025Q3: 11,031 shares; 2025Q4: 11,031 shares 11,031 $469K 0.05% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,636 shares 1,636 $467K 0.05% new Timeline CSHI NEOS ETF TRUST More: the full row for NEOS 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: 9,248 shares 9,248 $460K 0.05% new 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: 604 shares; 2025Q1: 751 shares; 2025Q2: 771 shares; 2025Q3: 951 shares; 2025Q4: 969 shares 969 $454K 0.05% +18 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: 910 shares; 2025Q1: not reported; 2025Q2: 685 shares; 2025Q3: 622 shares; 2025Q4: 640 shares 640 $431K 0.05% +18 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: 457 shares; 2024Q4: 458 shares; 2025Q1: 441 shares; 2025Q2: 438 shares; 2025Q3: 481 shares; 2025Q4: 489 shares 489 $430K 0.05% +8 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,562 shares; 2024Q4: 18,493 shares; 2025Q1: 18,493 shares; 2025Q2: 18,493 shares; 2025Q3: 18,493 shares; 2025Q4: 19,098 shares 19,098 $427K 0.05% +605 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 2,195 shares; 2025Q1: 2,223 shares; 2025Q2: 2,252 shares; 2025Q3: 2,278 shares; 2025Q4: 2,305 shares 2,305 $427K 0.05% +27 Timeline BSCV 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: 25,355 shares; 2025Q2: 24,586 shares; 2025Q3: 25,117 shares; 2025Q4: 25,542 shares 25,542 $426K 0.05% +425 Timeline BSCU 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: 24,938 shares; 2025Q2: 24,175 shares; 2025Q3: 24,700 shares; 2025Q4: 25,115 shares 25,115 $425K 0.05% +415 Timeline BSCW 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: 20,157 shares; 2025Q2: 19,554 shares; 2025Q3: 20,114 shares; 2025Q4: 20,340 shares 20,340 $425K 0.05% +226 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 704,669 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,274 shares 9,274 $424K 0.05% new Timeline BSCT 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: 22,317 shares; 2025Q2: 21,629 shares; 2025Q3: 22,115 shares; 2025Q4: 22,486 shares 22,486 $424K 0.05% +371 Timeline BSCS 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: 20,323 shares; 2025Q2: 19,692 shares; 2025Q3: 20,163 shares; 2025Q4: 20,499 shares 20,499 $422K 0.05% +336 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,402 shares; 2024Q4: 3,854 shares; 2025Q1: 4,239 shares; 2025Q2: 4,734 shares; 2025Q3: 4,703 shares; 2025Q4: 4,318 shares 4,318 $412K 0.05% -385 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,606 shares; 2024Q4: 4,137 shares; 2025Q1: 3,690 shares; 2025Q2: 5,074 shares; 2025Q3: 5,110 shares; 2025Q4: 5,178 shares 5,178 $408K 0.05% +68 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: 3,667 shares; 2024Q4: 2,875 shares; 2025Q1: 3,002 shares; 2025Q2: 2,847 shares; 2025Q3: 2,852 shares; 2025Q4: 2,834 shares 2,834 $407K 0.05% -18 Timeline XLG 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: 391,715 shares; 2024Q4: 404,829 shares; 2025Q1: 40,232 shares; 2025Q2: 6,104 shares; 2025Q3: 6,337 shares; 2025Q4: 6,841 shares 6,841 $406K 0.05% +504 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: 1,104 shares; 2025Q3: 1,146 shares; 2025Q4: 2,076 shares 2,076 $405K 0.05% +930 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: 449 shares; 2024Q4: 459 shares; 2025Q1: 458 shares; 2025Q2: 463 shares; 2025Q3: 529 shares; 2025Q4: 2,631 shares 2,631 $403K 0.05% +2,102 Timeline SUSL 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: 3,896 shares; 2024Q4: 3,909 shares; 2025Q1: 3,920 shares; 2025Q2: 4,205 shares; 2025Q3: 4,647 shares; 2025Q4: 3,257 shares 3,257 $395K 0.04% -1,390 Timeline HIGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,039 shares; 2024Q4: 28,691 shares; 2025Q1: 20,202 shares; 2025Q2: 20,493 shares; 2025Q3: 31,883 shares; 2025Q4: 17,697 shares 17,697 $395K 0.04% -14,186 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: 13,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,061 shares; 2025Q3: 4,431 shares; 2025Q4: 4,757 shares 4,757 $389K 0.04% +326 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: 4,156 shares; 2025Q1: 4,407 shares; 2025Q2: 4,540 shares; 2025Q3: 4,220 shares; 2025Q4: 3,993 shares 3,993 $384K 0.04% -227 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: 1,735 shares; 2024Q4: 1,721 shares; 2025Q1: 1,938 shares; 2025Q2: 2,213 shares; 2025Q3: 2,207 shares; 2025Q4: 2,011 shares 2,011 $384K 0.04% -196 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,938 shares; 2024Q4: 2,938 shares; 2025Q1: 3,103 shares; 2025Q2: 2,894 shares; 2025Q3: 2,773 shares; 2025Q4: 2,775 shares 2,775 $380K 0.04% +2 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,202 shares; 2024Q4: 16,202 shares; 2025Q1: 16,202 shares; 2025Q2: 16,324 shares; 2025Q3: 16,634 shares; 2025Q4: 14,511 shares 14,511 $380K 0.04% -2,123 Timeline PTLC 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: 5,518 shares; 2024Q4: 5,518 shares; 2025Q1: 6,784 shares; 2025Q2: 6,784 shares; 2025Q3: 6,784 shares; 2025Q4: 6,784 shares 6,784 $377K 0.04% 0 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: 11,913 shares; 2024Q4: 11,913 shares; 2025Q1: 11,304 shares; 2025Q2: 11,548 shares; 2025Q3: 12,558 shares; 2025Q4: 11,829 shares 11,829 $377K 0.04% -729 Timeline FAUG 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: 7,917 shares; 2024Q4: 7,670 shares; 2025Q1: 7,670 shares; 2025Q2: 7,662 shares; 2025Q3: 7,227 shares; 2025Q4: 7,097 shares 7,097 $376K 0.04% -130 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL 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: 12,143 shares; 2025Q3: 25,376 shares; 2025Q4: 55,034 shares 55,034 $375K 0.04% +29,658 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,146 shares; 2024Q4: 1,911 shares; 2025Q1: 2,020 shares; 2025Q2: 1,974 shares; 2025Q3: 1,764 shares; 2025Q4: 3,106 shares 3,106 $371K 0.04% +1,342 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 2,000 shares 2,000 $368K 0.04% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 625 shares; 2025Q1: 644 shares; 2025Q2: 641 shares; 2025Q3: 642 shares; 2025Q4: 643 shares 643 $367K 0.04% +1 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,541 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,915 shares; 2025Q3: 3,757 shares; 2025Q4: 8,405 shares 8,405 $359K 0.04% +4,648 Timeline DFIV 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: 5,821 shares; 2024Q4: 5,764 shares; 2025Q1: 5,798 shares; 2025Q2: 5,951 shares; 2025Q3: 6,351 shares; 2025Q4: 7,128 shares 7,128 $356K 0.04% +777 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: not reported; 2024Q4: 7,432 shares; 2025Q1: 8,128 shares; 2025Q2: 8,058 shares; 2025Q3: 11,667 shares; 2025Q4: 10,653 shares 10,653 $347K 0.04% -1,014 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: 5,747 shares; 2024Q4: 5,785 shares; 2025Q1: 5,338 shares; 2025Q2: 5,467 shares; 2025Q3: 4,292 shares; 2025Q4: 4,341 shares 4,341 $343K 0.04% +49 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,464 shares; 2024Q4: 7,277 shares; 2025Q1: 5,469 shares; 2025Q2: 5,547 shares; 2025Q3: 5,643 shares; 2025Q4: 4,894 shares 4,894 $342K 0.04% -749 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,405 shares 3,405 $342K 0.04% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,494 shares; 2025Q4: 7,939 shares 7,939 $339K 0.04% +3,445 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: 20,860 shares; 2024Q4: 23,123 shares; 2025Q1: 23,165 shares; 2025Q2: 14,740 shares; 2025Q3: 13,391 shares; 2025Q4: 9,834 shares 9,834 $337K 0.04% -3,557 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,197 shares; 2024Q4: not reported; 2025Q1: 4,003 shares; 2025Q2: 4,849 shares; 2025Q3: 5,105 shares; 2025Q4: 6,290 shares 6,290 $336K 0.04% +1,185 Timeline HEFA 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: 7,884 shares; 2025Q4: 7,994 shares 7,994 $331K 0.04% +110 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,144 shares; 2025Q3: 2,198 shares; 2025Q4: 2,120 shares 2,120 $329K 0.04% -78 Timeline NMS NUVEEN MINN QUALITY MUN INM More: the full row for NUVEEN MINN QUALITY MUN INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,441 shares; 2024Q4: 18,256 shares; 2025Q1: 19,329 shares; 2025Q2: 17,899 shares; 2025Q3: 19,155 shares; 2025Q4: 27,945 shares 27,945 $328K 0.04% +8,790 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: 20,734 shares; 2025Q1: 18,060 shares; 2025Q2: not reported; 2025Q3: 2,267 shares; 2025Q4: 2,482 shares 2,482 $325K 0.04% +215 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,861 shares; 2025Q4: 13,818 shares 13,818 $323K 0.04% -43 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,521 shares 4,521 $321K 0.04% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 2,096 shares; 2025Q1: 2,114 shares; 2025Q2: 2,118 shares; 2025Q3: 3,568 shares; 2025Q4: 2,731 shares 2,731 $320K 0.04% -837 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: 9,765 shares 9,765 $317K 0.04% new Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES 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: 9,280 shares 9,280 $316K 0.04% new Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,975 shares; 2025Q2: 4,856 shares; 2025Q3: 5,737 shares; 2025Q4: 4,370 shares 4,370 $314K 0.04% -1,367 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 4,224 shares; 2025Q1: 4,406 shares; 2025Q2: 4,338 shares; 2025Q3: 4,210 shares; 2025Q4: 4,223 shares 4,223 $312K 0.03% +13 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: not reported; 2024Q4: not reported; 2025Q1: 161,845 shares; 2025Q2: 11,650 shares; 2025Q3: 6,159 shares; 2025Q4: 6,434 shares 6,434 $310K 0.03% +275 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,664 shares; 2024Q4: 5,826 shares; 2025Q1: 5,797 shares; 2025Q2: 5,999 shares; 2025Q3: 5,982 shares; 2025Q4: 5,666 shares 5,666 $305K 0.03% -316 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: 4,077 shares; 2024Q4: 4,001 shares; 2025Q1: 3,641 shares; 2025Q2: 3,169 shares; 2025Q3: 3,167 shares; 2025Q4: 2,670 shares 2,670 $304K 0.03% -497 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,617 shares; 2024Q4: 5,934 shares; 2025Q1: 5,655 shares; 2025Q2: 5,743 shares; 2025Q3: 7,971 shares; 2025Q4: 5,908 shares 5,908 $300K 0.03% -2,063 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,509 shares; 2025Q4: 3,319 shares 3,319 $291K 0.03% -190 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: 988 shares; 2024Q4: 1,004 shares; 2025Q1: 5,009 shares; 2025Q2: 5,118 shares; 2025Q3: 920 shares; 2025Q4: 963 shares 963 $285K 0.03% +43 Timeline QCJL 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: 12,698 shares; 2024Q4: 12,367 shares; 2025Q1: 12,367 shares; 2025Q2: 12,367 shares; 2025Q3: 11,892 shares; 2025Q4: 11,892 shares 11,892 $282K 0.03% 0 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: 65,420 shares; 2024Q4: 157,556 shares; 2025Q1: 175,287 shares; 2025Q2: 6,935 shares; 2025Q3: 5,072 shares; 2025Q4: 5,578 shares 5,578 $282K 0.03% +506 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: 2,327 shares; 2024Q4: 2,409 shares; 2025Q1: 2,365 shares; 2025Q2: 1,905 shares; 2025Q3: 1,775 shares; 2025Q4: 1,167 shares 1,167 $282K 0.03% -608 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 903 shares; 2025Q2: 905 shares; 2025Q3: 908 shares; 2025Q4: 910 shares 910 $281K 0.03% +2 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 342 shares; 2025Q2: 337 shares; 2025Q3: 338 shares; 2025Q4: 338 shares 338 $277K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,236 shares; 2025Q2: 2,220 shares; 2025Q3: 2,195 shares; 2025Q4: 2,201 shares 2,201 $276K 0.03% +6 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,972 shares; 2025Q1: 15,409 shares; 2025Q2: 8,546 shares; 2025Q3: 7,800 shares; 2025Q4: 5,525 shares 5,525 $274K 0.03% -2,275 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 774 shares; 2025Q1: 760 shares; 2025Q2: 750 shares; 2025Q3: 731 shares; 2025Q4: 723 shares 723 $270K 0.03% -8 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 1,794 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,711 shares 2,711 $269K 0.03% new Timeline QMAG 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: 12,520 shares; 2024Q4: 12,103 shares; 2025Q1: 11,404 shares; 2025Q2: 11,404 shares; 2025Q3: 11,253 shares; 2025Q4: 11,253 shares 11,253 $266K 0.03% 0 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: 1,364 shares; 2024Q4: 1,298 shares; 2025Q1: not reported; 2025Q2: 1,341 shares; 2025Q3: 1,277 shares; 2025Q4: 1,026 shares 1,026 $264K 0.03% -251 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 125 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 139 shares; 2025Q4: 129 shares 129 $260K 0.03% -10 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: not reported; 2024Q4: 3,538 shares; 2025Q1: 3,573 shares; 2025Q2: 3,400 shares; 2025Q3: 3,332 shares; 2025Q4: 3,372 shares 3,372 $260K 0.03% +40 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,301 shares; 2024Q4: 7,290 shares; 2025Q1: 7,080 shares; 2025Q2: 7,101 shares; 2025Q3: 4,316 shares; 2025Q4: 4,316 shares 4,316 $260K 0.03% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: not reported; 2025Q1: 1,499 shares; 2025Q2: 1,607 shares; 2025Q3: 1,613 shares; 2025Q4: 1,618 shares 1,618 $259K 0.03% +5 Timeline CLOI 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: 944,012 shares; 2025Q1: 636,442 shares; 2025Q2: 7,633 shares; 2025Q3: 7,682 shares; 2025Q4: 4,816 shares 4,816 $254K 0.03% -2,866 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 3,118 shares; 2025Q1: 3,236 shares; 2025Q2: 3,219 shares; 2025Q3: 3,092 shares; 2025Q4: 3,163 shares 3,163 $254K 0.03% +71 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,148 shares; 2024Q4: 3,152 shares; 2025Q1: 3,157 shares; 2025Q2: 2,460 shares; 2025Q3: 2,471 shares; 2025Q4: 2,529 shares 2,529 $253K 0.03% +58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 274 shares; 2025Q4: 235 shares 235 $252K 0.03% -39 Timeline IUS 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: 14,217 shares; 2025Q2: 13,130 shares; 2025Q3: 3,630 shares; 2025Q4: 4,377 shares 4,377 $250K 0.03% +747 Timeline NVDY 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: 12,783 shares; 2025Q3: 15,953 shares; 2025Q4: 17,106 shares 17,106 $250K 0.03% +1,153 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,554 shares; 2024Q4: 3,962 shares; 2025Q1: 3,989 shares; 2025Q2: 4,001 shares; 2025Q3: 4,755 shares; 2025Q4: 4,667 shares 4,667 $247K 0.03% -88 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: 1,479 shares 1,479 $246K 0.03% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,299 shares; 2024Q4: 8,299 shares; 2025Q1: 7,099 shares; 2025Q2: 7,099 shares; 2025Q3: 7,099 shares; 2025Q4: 7,099 shares 7,099 $245K 0.03% 0 Timeline RWR 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: 59,758 shares; 2024Q4: 61,914 shares; 2025Q1: 2,946 shares; 2025Q2: 2,816 shares; 2025Q3: 2,483 shares; 2025Q4: 2,476 shares 2,476 $243K 0.03% -7 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,136 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,479 shares 5,479 $243K 0.03% new Timeline DGRW 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: 2,707 shares; 2025Q4: 2,712 shares 2,712 $243K 0.03% +5 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,254 shares; 2024Q4: 7,445 shares; 2025Q1: 2,208 shares; 2025Q2: 2,215 shares; 2025Q3: 2,221 shares; 2025Q4: 2,423 shares 2,423 $242K 0.03% +202 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,127 shares; 2024Q4: 2,757 shares; 2025Q1: 2,374 shares; 2025Q2: not reported; 2025Q3: 2,492 shares; 2025Q4: 5,326 shares 5,326 $238K 0.03% +2,834 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,849 shares 1,849 $233K 0.03% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 868 shares; 2025Q2: 842 shares; 2025Q3: 844 shares; 2025Q4: 766 shares 766 $229K 0.03% -78 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,863 shares; 2025Q1: 2,872 shares; 2025Q2: 2,887 shares; 2025Q3: 2,857 shares; 2025Q4: 2,694 shares 2,694 $228K 0.03% -163 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP 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: not reported; 2025Q3: not reported; 2025Q4: 2,694 shares 2,694 $226K 0.03% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,994 shares; 2025Q3: 1,806 shares; 2025Q4: 1,806 shares 1,806 $223K 0.02% 0 Timeline GRW TCW ETF TRUST More: the full row for TCW 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: 7,439 shares; 2025Q4: 7,150 shares 7,150 $222K 0.02% -289 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,679 shares 6,679 $221K 0.02% 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: 920 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 593 shares 593 $219K 0.02% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,671 shares 2,671 $216K 0.02% new 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: 2,939 shares; 2025Q4: 2,730 shares 2,730 $216K 0.02% -209 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,344 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,188 shares; 2025Q3: 3,271 shares; 2025Q4: 3,198 shares 3,198 $215K 0.02% -73 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,306 shares 1,306 $213K 0.02% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,670 shares; 2025Q3: 2,201 shares; 2025Q4: 2,214 shares 2,214 $213K 0.02% +13 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,757 shares; 2025Q4: 3,943 shares 3,943 $212K 0.02% +186 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS 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: 20,964 shares; 2025Q4: 20,964 shares 20,964 $212K 0.02% 0 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,005 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,489 shares; 2025Q3: 11,416 shares; 2025Q4: 15,885 shares 15,885 $211K 0.02% +4,469 Timeline QSPT 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: 6,619 shares 6,619 $210K 0.02% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,291 shares; 2025Q2: 1,025 shares; 2025Q3: 1,030 shares; 2025Q4: 1,004 shares 1,004 $209K 0.02% -26 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,122 shares; 2025Q4: 2,231 shares 2,231 $209K 0.02% +109 Timeline JSMD 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: not reported; 2025Q4: 2,543 shares 2,543 $207K 0.02% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,288 shares 4,288 $207K 0.02% new Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,197 shares 10,197 $204K 0.02% new Timeline EMXC 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: 18,125 shares; 2025Q1: 16,234 shares; 2025Q2: 13,081 shares; 2025Q3: 12,744 shares; 2025Q4: 2,786 shares 2,786 $202K 0.02% -9,958 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,980 shares 8,980 $201K 0.02% new Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,658 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,961 shares 8,961 $200K 0.02% new Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,545 shares 11,545 $165K 0.02% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,173 shares; 2024Q4: 44,864 shares; 2025Q1: 62,242 shares; 2025Q2: 68,289 shares; 2025Q3: 78,592 shares; 2025Q4: 12,150 shares 12,150 $151K 0.02% -66,442 Timeline YMAG 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: 10,566 shares; 2025Q4: 10,508 shares 10,508 $150K 0.02% -58 Timeline BTG B2GOLD CORP More: the full row for B2GOLD 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: 32,880 shares 32,880 $148K 0.02% new Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,729 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,187 shares 11,187 $137K 0.02% new Timeline ASC ARDMORE SHIPPING CORP More: the full row for ARDMORE SHIPPING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,230 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,733 shares 10,733 $114K 0.01% new Timeline LEE LEE ENTERPRISES INC More: the full row for LEE ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,425 shares; 2024Q4: 22,425 shares; 2025Q1: 22,425 shares; 2025Q2: 22,425 shares; 2025Q3: 22,425 shares; 2025Q4: 22,425 shares 22,425 $107K 0.01% 0 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,200 shares; 2024Q4: 22,200 shares; 2025Q1: 22,564 shares; 2025Q2: 23,678 shares; 2025Q3: 24,754 shares; 2025Q4: 11,892 shares 11,892 $99.4K 0.01% -12,862 Timeline POET POET TECHNOLOGIES INC More: the full row for POET 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: 12,079 shares 12,079 $76.5K 0.01% new Timeline