SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 255,133 shares; 2025Q1: 328,368 shares; 2025Q2: 364,072 shares; 2025Q3: 367,020 shares; 2025Q4: 409,387 shares 409,387 $33.8M 8.08% +42,367 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: not loaded; 2024Q4: 38,999 shares; 2025Q1: 38,929 shares; 2025Q2: 38,823 shares; 2025Q3: 36,675 shares; 2025Q4: 37,292 shares 37,292 $23.4M 5.59% +617 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: not loaded; 2024Q4: 144,719 shares; 2025Q1: 153,762 shares; 2025Q2: 176,769 shares; 2025Q3: 236,980 shares; 2025Q4: 268,609 shares 268,609 $21.4M 5.12% +31,629 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 158,175 shares; 2025Q1: 188,697 shares; 2025Q2: 206,743 shares; 2025Q3: 219,075 shares; 2025Q4: 236,113 shares 236,113 $21.1M 5.05% +17,038 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 loaded; 2024Q4: 46,590 shares; 2025Q1: 52,901 shares; 2025Q2: 62,305 shares; 2025Q3: 246,926 shares; 2025Q4: 387,799 shares 387,799 $18.3M 4.37% +140,873 Timeline VGIT 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 loaded; 2024Q4: 31,885 shares; 2025Q1: 53,419 shares; 2025Q2: 71,174 shares; 2025Q3: 269,089 shares; 2025Q4: 299,511 shares 299,511 $17.9M 4.29% +30,422 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 272,274 shares; 2025Q1: 272,276 shares; 2025Q2: 277,000 shares; 2025Q3: 278,836 shares; 2025Q4: 275,907 shares 275,907 $17.2M 4.12% -2,929 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 112,737 shares; 2025Q2: 143,141 shares; 2025Q3: 190,127 shares; 2025Q4: 181,800 shares 181,800 $13.7M 3.28% -8,327 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 loaded; 2024Q4: 70,406 shares; 2025Q1: 80,355 shares; 2025Q2: 95,629 shares; 2025Q3: 103,153 shares; 2025Q4: 115,414 shares 115,414 $10.8M 2.59% +12,261 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: not loaded; 2024Q4: 14,319 shares; 2025Q1: 14,068 shares; 2025Q2: 15,196 shares; 2025Q3: 14,715 shares; 2025Q4: 15,182 shares 15,182 $10.4M 2.49% +467 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: not loaded; 2024Q4: 36,194 shares; 2025Q1: 35,882 shares; 2025Q2: 35,535 shares; 2025Q3: 32,455 shares; 2025Q4: 32,228 shares 32,228 $9.96M 2.38% -227 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 198,912 shares; 2025Q1: 193,275 shares; 2025Q2: 183,578 shares; 2025Q3: 164,820 shares; 2025Q4: 161,616 shares 161,616 $7.36M 1.76% -3,204 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 266,169 shares; 2025Q1: 263,529 shares; 2025Q2: 248,787 shares; 2025Q3: 245,608 shares; 2025Q4: 268,993 shares 268,993 $6.47M 1.55% +23,385 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,841 shares; 2025Q1: 24,838 shares; 2025Q2: 24,918 shares; 2025Q3: 24,070 shares; 2025Q4: 23,983 shares 23,983 $6.19M 1.48% -87 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 164,071 shares; 2025Q1: 162,617 shares; 2025Q2: 162,972 shares; 2025Q3: 164,613 shares; 2025Q4: 172,033 shares 172,033 $5.93M 1.42% +7,420 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: not loaded; 2024Q4: 21,816 shares; 2025Q1: 21,603 shares; 2025Q2: 21,526 shares; 2025Q3: 20,554 shares; 2025Q4: 20,382 shares 20,382 $5.92M 1.41% -172 Timeline USRT 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 loaded; 2024Q4: 60,049 shares; 2025Q1: 75,508 shares; 2025Q2: 83,314 shares; 2025Q3: 88,898 shares; 2025Q4: 98,521 shares 98,521 $5.61M 1.34% +9,623 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: not loaded; 2024Q4: 8,019 shares; 2025Q1: 8,019 shares; 2025Q2: 8,036 shares; 2025Q3: 8,037 shares; 2025Q4: 7,769 shares 7,769 $5.3M 1.27% -268 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,398 shares; 2025Q1: 10,788 shares; 2025Q2: 18,120 shares; 2025Q3: 45,825 shares; 2025Q4: 51,628 shares 51,628 $5.27M 1.26% +5,803 Timeline AVMV 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 loaded; 2024Q4: 3,808 shares; 2025Q1: 16,526 shares; 2025Q2: 22,043 shares; 2025Q3: 62,929 shares; 2025Q4: 72,996 shares 72,996 $5.2M 1.24% +10,067 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: not loaded; 2024Q4: 10,439 shares; 2025Q1: 10,598 shares; 2025Q2: 10,677 shares; 2025Q3: 10,691 shares; 2025Q4: 10,740 shares 10,740 $5.19M 1.24% +49 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: not loaded; 2024Q4: 15,363 shares; 2025Q1: 15,601 shares; 2025Q2: 15,509 shares; 2025Q3: 15,115 shares; 2025Q4: 17,993 shares 17,993 $4.89M 1.17% +2,878 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: not loaded; 2024Q4: 56,873 shares; 2025Q1: 56,772 shares; 2025Q2: 59,480 shares; 2025Q3: 59,459 shares; 2025Q4: 56,281 shares 56,281 $4.71M 1.13% -3,178 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: not loaded; 2024Q4: 23,028 shares; 2025Q1: 23,425 shares; 2025Q2: 22,801 shares; 2025Q3: 22,884 shares; 2025Q4: 23,085 shares 23,085 $4.31M 1.03% +201 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,472 shares; 2025Q1: 55,730 shares; 2025Q2: 84,439 shares; 2025Q3: 95,519 shares; 2025Q4: 103,550 shares 103,550 $3.93M 0.94% +8,031 Timeline SPHY 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 loaded; 2024Q4: 54,628 shares; 2025Q1: 59,956 shares; 2025Q2: 79,871 shares; 2025Q3: 127,801 shares; 2025Q4: 159,432 shares 159,432 $3.77M 0.9% +31,631 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,808 shares; 2025Q1: 44,747 shares; 2025Q2: 43,996 shares; 2025Q3: 40,566 shares; 2025Q4: 40,378 shares 40,378 $3.73M 0.89% -188 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,641 shares; 2025Q1: 19,268 shares; 2025Q2: 18,617 shares; 2025Q3: 16,449 shares; 2025Q4: 17,497 shares 17,497 $3.71M 0.89% +1,048 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: not loaded; 2024Q4: 127,946 shares; 2025Q1: 123,392 shares; 2025Q2: 121,377 shares; 2025Q3: 119,814 shares; 2025Q4: 120,750 shares 120,750 $3.17M 0.76% +936 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,412 shares; 2025Q1: 10,131 shares; 2025Q2: 10,495 shares; 2025Q3: 9,863 shares; 2025Q4: 9,097 shares 9,097 $3.05M 0.73% -766 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 loaded; 2024Q4: 24,594 shares; 2025Q1: 25,760 shares; 2025Q2: 26,877 shares; 2025Q3: 28,348 shares; 2025Q4: 28,661 shares 28,661 $2.75M 0.66% +313 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 loaded; 2024Q4: 33,505 shares; 2025Q1: 36,401 shares; 2025Q2: 40,015 shares; 2025Q3: 37,618 shares; 2025Q4: 40,768 shares 40,768 $2.74M 0.66% +3,150 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 loaded; 2024Q4: 25,617 shares; 2025Q1: 25,617 shares; 2025Q2: 25,645 shares; 2025Q3: 22,362 shares; 2025Q4: 22,362 shares 22,362 $2.69M 0.64% 0 Timeline VGMS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,241 shares; 2025Q4: 51,925 shares 51,925 $2.68M 0.64% +18,684 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,509 shares; 2025Q1: 28,282 shares; 2025Q2: 29,636 shares; 2025Q3: 28,926 shares; 2025Q4: 29,620 shares 29,620 $2.62M 0.63% +694 Timeline SCZ 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 loaded; 2024Q4: 35,260 shares; 2025Q1: 35,013 shares; 2025Q2: 33,758 shares; 2025Q3: 32,892 shares; 2025Q4: 32,698 shares 32,698 $2.54M 0.61% -194 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90,830 shares; 2025Q1: 90,599 shares; 2025Q2: 90,667 shares; 2025Q3: 90,130 shares; 2025Q4: 93,031 shares 93,031 $2.5M 0.6% +2,901 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 loaded; 2024Q4: 50,848 shares; 2025Q1: 50,407 shares; 2025Q2: 49,179 shares; 2025Q3: 44,319 shares; 2025Q4: 44,752 shares 44,752 $2.41M 0.58% +433 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,551 shares; 2025Q4: 30,199 shares 30,199 $2.31M 0.55% +17,648 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,173 shares; 2025Q1: 27,173 shares; 2025Q2: 26,607 shares; 2025Q3: 24,729 shares; 2025Q4: 23,070 shares 23,070 $2.3M 0.55% -1,659 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,925 shares; 2025Q1: 6,787 shares; 2025Q2: 6,787 shares; 2025Q3: 6,559 shares; 2025Q4: 5,871 shares 5,871 $2.27M 0.54% -688 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42,408 shares; 2025Q1: 42,659 shares; 2025Q2: 42,752 shares; 2025Q3: 32,420 shares; 2025Q4: 32,095 shares 32,095 $2.12M 0.51% -325 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,799 shares; 2025Q1: 55,015 shares; 2025Q2: 64,156 shares; 2025Q3: 61,003 shares; 2025Q4: 62,739 shares 62,739 $2.08M 0.5% +1,736 Timeline AVEM 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 loaded; 2024Q4: 11,465 shares; 2025Q1: 12,054 shares; 2025Q2: 19,558 shares; 2025Q3: 21,015 shares; 2025Q4: 26,774 shares 26,774 $2.06M 0.49% +5,759 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,260 shares; 2025Q1: 32,324 shares; 2025Q2: 32,288 shares; 2025Q3: 34,035 shares; 2025Q4: 51,862 shares 51,862 $2.05M 0.49% +17,827 Timeline SPYG 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 loaded; 2024Q4: 19,011 shares; 2025Q1: 18,957 shares; 2025Q2: 18,951 shares; 2025Q3: 19,025 shares; 2025Q4: 18,712 shares 18,712 $2M 0.48% -313 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,283 shares; 2025Q1: 40,487 shares; 2025Q2: 40,493 shares; 2025Q3: 40,418 shares; 2025Q4: 40,422 shares 40,422 $1.88M 0.45% +4 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,073 shares; 2025Q1: 8,127 shares; 2025Q2: 8,127 shares; 2025Q3: 8,097 shares; 2025Q4: 7,933 shares 7,933 $1.68M 0.4% -164 Timeline AVDE 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 loaded; 2024Q4: 18,561 shares; 2025Q1: 19,336 shares; 2025Q2: 19,696 shares; 2025Q3: 18,793 shares; 2025Q4: 19,984 shares 19,984 $1.65M 0.39% +1,191 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,370 shares; 2025Q1: 35,391 shares; 2025Q2: 42,312 shares; 2025Q3: 42,007 shares; 2025Q4: 31,863 shares 31,863 $1.6M 0.38% -10,144 Timeline SPIB 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 loaded; 2024Q4: 24,967 shares; 2025Q1: 20,620 shares; 2025Q2: 48,114 shares; 2025Q3: 47,863 shares; 2025Q4: 47,022 shares 47,022 $1.59M 0.38% -841 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,904 shares; 2025Q1: 49,218 shares; 2025Q2: 49,223 shares; 2025Q3: 43,608 shares; 2025Q4: 48,079 shares 48,079 $1.57M 0.38% +4,471 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,214 shares; 2025Q1: 6,222 shares; 2025Q2: 9,150 shares; 2025Q3: 9,149 shares; 2025Q4: 9,145 shares 9,145 $1.48M 0.35% -4 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 151,183 shares; 2025Q1: 149,041 shares; 2025Q2: 167,431 shares; 2025Q3: 48,374 shares; 2025Q4: 59,604 shares 59,604 $1.39M 0.33% +11,230 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,421 shares; 2025Q1: 1,421 shares; 2025Q2: 1,428 shares; 2025Q3: 6,633 shares; 2025Q4: 6,633 shares 6,633 $1.37M 0.33% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,114 shares; 2025Q1: 7,125 shares; 2025Q2: 7,141 shares; 2025Q3: 7,145 shares; 2025Q4: 7,149 shares 7,149 $1.31M 0.31% +4 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 107,104 shares; 2025Q1: 109,538 shares; 2025Q2: 105,220 shares; 2025Q3: 77,526 shares; 2025Q4: 52,168 shares 52,168 $1.27M 0.3% -25,358 Timeline FALN 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 loaded; 2024Q4: 48,815 shares; 2025Q1: 48,735 shares; 2025Q2: 45,571 shares; 2025Q3: 45,571 shares; 2025Q4: 45,560 shares 45,560 $1.24M 0.3% -11 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,823 shares; 2025Q1: 2,086 shares; 2025Q2: 2,088 shares; 2025Q3: 2,016 shares; 2025Q4: 2,004 shares 2,004 $1.23M 0.29% -12 Timeline IBHG 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 loaded; 2024Q4: 8,018 shares; 2025Q1: 8,018 shares; 2025Q2: 9,038 shares; 2025Q3: 23,377 shares; 2025Q4: 55,006 shares 55,006 $1.23M 0.29% +31,629 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,574 shares; 2025Q1: 57,317 shares; 2025Q2: 57,354 shares; 2025Q3: 47,431 shares; 2025Q4: 47,377 shares 47,377 $1.22M 0.29% -54 Timeline IBHH 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,342 shares 51,342 $1.22M 0.29% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,346 shares; 2025Q1: 3,393 shares; 2025Q2: 3,400 shares; 2025Q3: 3,362 shares; 2025Q4: 3,290 shares 3,290 $1.16M 0.28% -72 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,397 shares; 2025Q1: 3,375 shares; 2025Q2: 3,335 shares; 2025Q3: 3,291 shares; 2025Q4: 4,696 shares 4,696 $1.16M 0.28% +1,405 Timeline SHYL 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 loaded; 2024Q4: 25,402 shares; 2025Q1: 24,624 shares; 2025Q2: 24,624 shares; 2025Q3: 24,633 shares; 2025Q4: 24,104 shares 24,104 $1.08M 0.26% -529 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,952 shares; 2025Q1: 2,959 shares; 2025Q2: 2,961 shares; 2025Q3: 2,967 shares; 2025Q4: 3,307 shares 3,307 $1.08M 0.26% +340 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,568 shares; 2025Q1: 6,540 shares; 2025Q2: 6,540 shares; 2025Q3: 6,540 shares; 2025Q4: 6,540 shares 6,540 $1.05M 0.25% 0 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: not loaded; 2024Q4: 42,816 shares; 2025Q1: 35,634 shares; 2025Q2: 35,649 shares; 2025Q3: 34,255 shares; 2025Q4: 34,255 shares 34,255 $1.03M 0.25% 0 Timeline BND 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: not loaded; 2024Q4: 174,518 shares; 2025Q1: 175,227 shares; 2025Q2: 150,506 shares; 2025Q3: 47,180 shares; 2025Q4: 13,121 shares 13,121 $972K 0.23% -34,059 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,708 shares; 2025Q1: 18,941 shares; 2025Q2: 18,023 shares; 2025Q3: 14,171 shares; 2025Q4: 12,044 shares 12,044 $971K 0.23% -2,127 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 84,426 shares; 2025Q1: 84,426 shares; 2025Q2: 84,426 shares; 2025Q3: 84,426 shares; 2025Q4: 84,426 shares 84,426 $968K 0.23% 0 Timeline BINC 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 loaded; 2024Q4: not reported; 2025Q1: 7,712 shares; 2025Q2: 17,532 shares; 2025Q3: 18,168 shares; 2025Q4: 17,778 shares 17,778 $938K 0.22% -390 Timeline EFV 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 loaded; 2024Q4: 12,695 shares; 2025Q1: 12,663 shares; 2025Q2: 12,663 shares; 2025Q3: 12,487 shares; 2025Q4: 12,487 shares 12,487 $892K 0.21% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,467 shares; 2025Q1: 1,473 shares; 2025Q2: 1,471 shares; 2025Q3: 1,471 shares; 2025Q4: 1,463 shares 1,463 $883K 0.21% -8 Timeline JNK 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 loaded; 2024Q4: 16,714 shares; 2025Q1: 16,440 shares; 2025Q2: 18,387 shares; 2025Q3: 8,737 shares; 2025Q4: 8,833 shares 8,833 $859K 0.21% +96 Timeline JBI JANUS INTERNATIONAL GROUP IN More: the full row for JANUS INTERNATIONAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 96,680 shares; 2025Q1: 96,680 shares; 2025Q2: 96,680 shares; 2025Q3: 129,557 shares; 2025Q4: 129,557 shares 129,557 $847K 0.2% 0 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: not loaded; 2024Q4: 35,096 shares; 2025Q1: 34,041 shares; 2025Q2: 33,429 shares; 2025Q3: 9,940 shares; 2025Q4: 9,913 shares 9,913 $839K 0.2% -27 Timeline MESO MESOBLAST LTD More: the full row for MESOBLAST LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,500 shares 46,500 $839K 0.2% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 998 shares; 2025Q1: 1,013 shares; 2025Q2: 1,040 shares; 2025Q3: 1,051 shares; 2025Q4: 1,244 shares 1,244 $821K 0.2% +193 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: not loaded; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,798 shares; 2025Q3: 1,725 shares; 2025Q4: 1,619 shares 1,619 $790K 0.19% -106 Timeline SHYM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,713 shares; 2025Q4: 34,616 shares 34,616 $769K 0.18% +16,903 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,154 shares; 2025Q4: 7,140 shares 7,140 $737K 0.18% +4,986 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: not loaded; 2024Q4: 1,994 shares; 2025Q1: 2,127 shares; 2025Q2: 2,188 shares; 2025Q3: 2,226 shares; 2025Q4: 2,230 shares 2,230 $698K 0.17% +4 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,841 shares; 2025Q1: 3,698 shares; 2025Q2: 3,698 shares; 2025Q3: 3,653 shares; 2025Q4: 3,653 shares 3,653 $662K 0.16% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,651 shares; 2025Q1: 3,651 shares; 2025Q2: 3,651 shares; 2025Q3: 3,136 shares; 2025Q4: 3,136 shares 3,136 $660K 0.16% 0 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: not loaded; 2024Q4: 878 shares; 2025Q1: 818 shares; 2025Q2: 827 shares; 2025Q3: 825 shares; 2025Q4: 2,130 shares 2,130 $656K 0.16% +1,305 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,636 shares; 2025Q1: 14,912 shares; 2025Q2: 14,912 shares; 2025Q3: 14,014 shares; 2025Q4: 14,014 shares 14,014 $656K 0.16% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 9 shares; 2025Q3: 25 shares; 2025Q4: 2,021 shares 2,021 $644K 0.15% +1,996 Timeline RXO RXO INC More: the full row for RXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,186 shares; 2025Q1: 11,186 shares; 2025Q2: 27,386 shares; 2025Q3: 27,386 shares; 2025Q4: 49,542 shares 49,542 $626K 0.15% +22,156 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: not loaded; 2024Q4: 2,279 shares; 2025Q1: 5,719 shares; 2025Q2: 5,883 shares; 2025Q3: 5,884 shares; 2025Q4: 5,812 shares 5,812 $623K 0.15% -72 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: not loaded; 2024Q4: 18,285 shares; 2025Q1: 18,306 shares; 2025Q2: 18,321 shares; 2025Q3: 18,321 shares; 2025Q4: 21,216 shares 21,216 $604K 0.14% +2,895 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: not loaded; 2024Q4: 2,210 shares; 2025Q1: 2,226 shares; 2025Q2: 2,284 shares; 2025Q3: 2,431 shares; 2025Q4: 2,870 shares 2,870 $594K 0.14% +439 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,879 shares; 2025Q1: 16,508 shares; 2025Q2: 16,071 shares; 2025Q3: 16,071 shares; 2025Q4: 15,553 shares 15,553 $593K 0.14% -518 Timeline SLQD 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 loaded; 2024Q4: 11,722 shares; 2025Q1: 11,613 shares; 2025Q2: 11,613 shares; 2025Q3: 11,601 shares; 2025Q4: 11,559 shares 11,559 $586K 0.14% -42 Timeline IGSB 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 loaded; 2024Q4: 7,878 shares; 2025Q1: 7,876 shares; 2025Q2: 7,876 shares; 2025Q3: 5,776 shares; 2025Q4: 10,664 shares 10,664 $564K 0.13% +4,888 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: not loaded; 2024Q4: 5,343 shares; 2025Q1: 5,370 shares; 2025Q2: 5,346 shares; 2025Q3: 5,136 shares; 2025Q4: 5,178 shares 5,178 $545K 0.13% +42 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,655 shares; 2025Q1: 3,315 shares; 2025Q2: 3,286 shares; 2025Q3: 3,088 shares; 2025Q4: 3,065 shares 3,065 $544K 0.13% -23 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: not loaded; 2024Q4: 9,570 shares; 2025Q1: 9,827 shares; 2025Q2: 9,763 shares; 2025Q3: 9,743 shares; 2025Q4: 9,833 shares 9,833 $520K 0.12% +90 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,716 shares; 2025Q1: 1,625 shares; 2025Q2: 1,627 shares; 2025Q3: 1,599 shares; 2025Q4: 2,655 shares 2,655 $507K 0.12% +1,056 Timeline SLYV 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 loaded; 2024Q4: 25,771 shares; 2025Q1: 25,755 shares; 2025Q2: 25,692 shares; 2025Q3: 6,052 shares; 2025Q4: 5,470 shares 5,470 $498K 0.12% -582 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,526 shares; 2025Q1: 20,471 shares; 2025Q2: 20,380 shares; 2025Q3: 15,067 shares; 2025Q4: 15,067 shares 15,067 $496K 0.12% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57,457 shares; 2025Q1: 26,697 shares; 2025Q2: 26,660 shares; 2025Q3: 9,936 shares; 2025Q4: 5,115 shares 5,115 $467K 0.11% -4,821 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: not loaded; 2024Q4: 1,209 shares; 2025Q1: 1,272 shares; 2025Q2: 1,277 shares; 2025Q3: 925 shares; 2025Q4: 929 shares 929 $467K 0.11% +4 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: not loaded; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 950 shares 950 $450K 0.11% -5 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53,963 shares; 2025Q1: 50,972 shares; 2025Q2: 43,551 shares; 2025Q3: 12,571 shares; 2025Q4: 8,540 shares 8,540 $432K 0.1% -4,031 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,696 shares; 2025Q1: 13,876 shares; 2025Q2: 13,876 shares; 2025Q3: 13,500 shares; 2025Q4: 13,762 shares 13,762 $426K 0.1% +262 Timeline VV 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 loaded; 2024Q4: 1,421 shares; 2025Q1: 1,421 shares; 2025Q2: 1,421 shares; 2025Q3: 1,408 shares; 2025Q4: 1,312 shares 1,312 $413K 0.1% -96 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: not loaded; 2024Q4: 1,509 shares; 2025Q1: 1,654 shares; 2025Q2: 1,694 shares; 2025Q3: 1,741 shares; 2025Q4: 1,757 shares 1,757 $406K 0.1% +16 Timeline IYW 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 loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $399K 0.1% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,496 shares; 2025Q1: 11,532 shares; 2025Q2: 12,607 shares; 2025Q3: 12,181 shares; 2025Q4: 18,819 shares 18,819 $393K 0.09% +6,638 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: not loaded; 2024Q4: 4,146 shares; 2025Q1: 4,209 shares; 2025Q2: 4,205 shares; 2025Q3: 2,589 shares; 2025Q4: 4,903 shares 4,903 $386K 0.09% +2,314 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,693 shares; 2025Q1: 6,004 shares; 2025Q2: 6,309 shares; 2025Q3: 6,322 shares; 2025Q4: 6,335 shares 6,335 $377K 0.09% +13 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: not loaded; 2024Q4: 1,870 shares; 2025Q1: 894 shares; 2025Q2: 929 shares; 2025Q3: 962 shares; 2025Q4: 1,143 shares 1,143 $368K 0.09% +181 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: not loaded; 2024Q4: 18,219 shares; 2025Q1: 21,416 shares; 2025Q2: 21,978 shares; 2025Q3: 6,248 shares; 2025Q4: 3,681 shares 3,681 $368K 0.09% -2,567 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,751 shares; 2025Q1: 1,723 shares; 2025Q2: 1,592 shares; 2025Q3: 1,238 shares; 2025Q4: 1,138 shares 1,138 $368K 0.09% -100 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: not loaded; 2024Q4: 2,640 shares; 2025Q1: 2,758 shares; 2025Q2: 2,836 shares; 2025Q3: 2,841 shares; 2025Q4: 3,177 shares 3,177 $361K 0.09% +336 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 360 shares; 2025Q3: 286 shares; 2025Q4: 4,788 shares 4,788 $361K 0.09% +4,502 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,785 shares; 2025Q1: 2,374 shares; 2025Q2: 2,410 shares; 2025Q3: 2,424 shares; 2025Q4: 2,431 shares 2,431 $349K 0.08% +7 Timeline VTWV 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 loaded; 2024Q4: 3,054 shares; 2025Q1: 3,029 shares; 2025Q2: 3,011 shares; 2025Q3: 2,228 shares; 2025Q4: 2,148 shares 2,148 $344K 0.08% -80 Timeline VONG 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 loaded; 2024Q4: 2,760 shares; 2025Q1: 2,760 shares; 2025Q2: 2,814 shares; 2025Q3: 2,814 shares; 2025Q4: 2,814 shares 2,814 $343K 0.08% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,889 shares; 2025Q1: 3,903 shares; 2025Q2: 3,917 shares; 2025Q3: 3,896 shares; 2025Q4: 3,897 shares 3,897 $340K 0.08% +1 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 loaded; 2024Q4: 200 shares; 2025Q1: 209 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 519 shares 519 $339K 0.08% +311 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,163 shares; 2025Q1: 1,163 shares; 2025Q2: 1,163 shares; 2025Q3: 1,164 shares; 2025Q4: 2,327 shares 2,327 $335K 0.08% +1,163 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 1,695 shares; 2025Q4: 1,695 shares 1,695 $325K 0.08% 0 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: not loaded; 2024Q4: 840 shares; 2025Q1: 891 shares; 2025Q2: 918 shares; 2025Q3: 923 shares; 2025Q4: 922 shares 922 $323K 0.08% -1 Timeline ITOT 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 loaded; 2024Q4: 2,170 shares; 2025Q1: 2,120 shares; 2025Q2: 2,120 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares 2,057 $306K 0.07% 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 loaded; 2024Q4: 1,000 shares; 2025Q1: 1,015 shares; 2025Q2: 1,023 shares; 2025Q3: 1,025 shares; 2025Q4: 1,061 shares 1,061 $303K 0.07% +36 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: not loaded; 2024Q4: 156 shares; 2025Q1: 167 shares; 2025Q2: 166 shares; 2025Q3: 158 shares; 2025Q4: 277 shares 277 $298K 0.07% +119 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $293K 0.07% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,500 shares; 2025Q1: 1,503 shares; 2025Q2: 1,517 shares; 2025Q3: 1,519 shares; 2025Q4: 1,508 shares 1,508 $293K 0.07% -11 Timeline IVOG 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: not loaded; 2024Q4: 4,523 shares; 2025Q1: 3,838 shares; 2025Q2: 3,194 shares; 2025Q3: 2,744 shares; 2025Q4: 2,350 shares 2,350 $282K 0.07% -394 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: not loaded; 2024Q4: 754 shares; 2025Q1: 754 shares; 2025Q2: 754 shares; 2025Q3: 754 shares; 2025Q4: 727 shares 727 $271K 0.06% -27 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 14 shares; 2025Q3: 1,391 shares; 2025Q4: 1,387 shares 1,387 $271K 0.06% -4 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 51 shares; 2025Q3: 55 shares; 2025Q4: 1,563 shares 1,563 $268K 0.06% +1,508 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,031 shares; 2025Q1: 8,031 shares; 2025Q2: 8,031 shares; 2025Q3: 8,030 shares; 2025Q4: 8,950 shares 8,950 $265K 0.06% +920 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 1,537 shares; 2025Q3: 4,384 shares; 2025Q4: 4,389 shares 4,389 $264K 0.06% +5 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: not loaded; 2024Q4: 670 shares; 2025Q1: 681 shares; 2025Q2: 699 shares; 2025Q3: 705 shares; 2025Q4: 765 shares 765 $263K 0.06% +60 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 loaded; 2024Q4: 1,890 shares; 2025Q1: 1,896 shares; 2025Q2: 1,912 shares; 2025Q3: 1,919 shares; 2025Q4: 2,260 shares 2,260 $262K 0.06% +341 Timeline CORP 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 loaded; 2024Q4: 4,213 shares; 2025Q1: 4,213 shares; 2025Q2: 4,213 shares; 2025Q3: 4,213 shares; 2025Q4: 2,648 shares 2,648 $259K 0.06% -1,565 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: not loaded; 2024Q4: 1,087 shares; 2025Q1: 1,104 shares; 2025Q2: 1,119 shares; 2025Q3: 1,139 shares; 2025Q4: 1,127 shares 1,127 $257K 0.06% -12 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: not loaded; 2024Q4: 880 shares; 2025Q1: 530 shares; 2025Q2: 578 shares; 2025Q3: 597 shares; 2025Q4: 803 shares 803 $252K 0.06% +206 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 loaded; 2024Q4: 5,068 shares; 2025Q1: 5,101 shares; 2025Q2: 5,126 shares; 2025Q3: 5,126 shares; 2025Q4: 2,335 shares 2,335 $249K 0.06% -2,791 Timeline NYM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,949 shares 9,949 $249K 0.06% new 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: not loaded; 2024Q4: 2,964 shares; 2025Q1: 2,994 shares; 2025Q2: 3,081 shares; 2025Q3: 3,028 shares; 2025Q4: 2,050 shares 2,050 $247K 0.06% -978 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,102 shares; 2025Q3: 4,147 shares; 2025Q4: 4,147 shares 4,147 $240K 0.06% 0 Timeline BSCR 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 loaded; 2024Q4: 12,507 shares; 2025Q1: 11,902 shares; 2025Q2: 11,902 shares; 2025Q3: 12,303 shares; 2025Q4: 12,137 shares 12,137 $240K 0.06% -166 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,142 shares; 2025Q1: 7,729 shares; 2025Q2: 7,498 shares; 2025Q3: 7,320 shares; 2025Q4: 7,211 shares 7,211 $237K 0.06% -109 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 877 shares; 2025Q1: 889 shares; 2025Q2: 893 shares; 2025Q3: 893 shares; 2025Q4: 893 shares 893 $237K 0.06% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 400 shares; 2025Q1: 405 shares; 2025Q2: 368 shares; 2025Q3: 336 shares; 2025Q4: 2,119 shares 2,119 $234K 0.06% +1,783 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,050 shares; 2025Q1: 1,028 shares; 2025Q2: 1,057 shares; 2025Q3: 1,065 shares; 2025Q4: 1,060 shares 1,060 $227K 0.05% -5 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: not loaded; 2024Q4: 1,278 shares; 2025Q1: 1,304 shares; 2025Q2: 1,311 shares; 2025Q3: 1,339 shares; 2025Q4: 1,579 shares 1,579 $226K 0.05% +240 Timeline VSS 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 loaded; 2024Q4: 1,808 shares; 2025Q1: 1,758 shares; 2025Q2: 1,578 shares; 2025Q3: 1,578 shares; 2025Q4: 1,578 shares 1,578 $226K 0.05% 0 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: not loaded; 2024Q4: 11,082 shares; 2025Q1: 11,278 shares; 2025Q2: 11,501 shares; 2025Q3: 5,412 shares; 2025Q4: 3,851 shares 3,851 $226K 0.05% -1,561 Timeline VPU 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 loaded; 2024Q4: 1,660 shares; 2025Q1: 1,651 shares; 2025Q2: 1,459 shares; 2025Q3: 1,456 shares; 2025Q4: 1,216 shares 1,216 $225K 0.05% -240 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,645 shares; 2025Q1: 4,869 shares; 2025Q2: 4,881 shares; 2025Q3: 4,889 shares; 2025Q4: 4,749 shares 4,749 $211K 0.05% -140 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: not loaded; 2024Q4: 1,164 shares; 2025Q1: 672 shares; 2025Q2: 675 shares; 2025Q3: 676 shares; 2025Q4: 678 shares 678 $207K 0.05% +2 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: not loaded; 2024Q4: 4,084 shares; 2025Q1: 3,364 shares; 2025Q2: 2,585 shares; 2025Q3: 2,563 shares; 2025Q4: 4,767 shares 4,767 $204K 0.05% +2,204 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: not loaded; 2024Q4: 1,389 shares; 2025Q1: 1,389 shares; 2025Q2: 1,389 shares; 2025Q3: 1,389 shares; 2025Q4: 1,389 shares 1,389 $199K 0.05% 0 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 loaded; 2024Q4: 642 shares; 2025Q1: 642 shares; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 642 shares 642 $195K 0.05% 0 Timeline BSCQ 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 loaded; 2024Q4: 9,927 shares; 2025Q1: 9,927 shares; 2025Q2: 9,926 shares; 2025Q3: 9,926 shares; 2025Q4: 9,671 shares 9,671 $189K 0.05% -255 Timeline XME 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 loaded; 2024Q4: 1,806 shares; 2025Q1: 1,806 shares; 2025Q2: 1,806 shares; 2025Q3: 1,806 shares; 2025Q4: 1,806 shares 1,806 $187K 0.04% 0 Timeline MBB 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 loaded; 2024Q4: 1,486 shares; 2025Q1: 1,756 shares; 2025Q2: 1,760 shares; 2025Q3: 1,900 shares; 2025Q4: 1,902 shares 1,902 $181K 0.04% +2 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,018 shares; 2025Q1: 1,040 shares; 2025Q2: 1,033 shares; 2025Q3: 1,038 shares; 2025Q4: 1,045 shares 1,045 $179K 0.04% +7 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 2,778 shares; 2025Q3: 2,778 shares; 2025Q4: 1,757 shares 1,757 $177K 0.04% -1,021 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 loaded; 2024Q4: 8,026 shares; 2025Q1: 8,980 shares; 2025Q2: 8,980 shares; 2025Q3: 8,980 shares; 2025Q4: 8,579 shares 8,579 $177K 0.04% -401 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: not loaded; 2024Q4: 189 shares; 2025Q1: 195 shares; 2025Q2: 200 shares; 2025Q3: 201 shares; 2025Q4: 200 shares 200 $172K 0.04% -1 Timeline SPSB 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 loaded; 2024Q4: 3,351 shares; 2025Q1: 3,270 shares; 2025Q2: 5,751 shares; 2025Q3: 5,751 shares; 2025Q4: 5,529 shares 5,529 $167K 0.04% -222 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,900 shares; 2025Q1: 2,387 shares; 2025Q2: 1,900 shares; 2025Q3: 2,677 shares; 2025Q4: 2,947 shares 2,947 $161K 0.04% +270 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 503 shares; 2025Q2: 510 shares; 2025Q3: 509 shares; 2025Q4: 509 shares 509 $159K 0.04% 0 Timeline IWS 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 loaded; 2024Q4: 2,504 shares; 2025Q1: 1,340 shares; 2025Q2: 1,340 shares; 2025Q3: 1,115 shares; 2025Q4: 1,115 shares 1,115 $157K 0.04% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,968 shares; 2025Q1: 1,932 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,087 shares 1,087 $153K 0.04% 0 Timeline HYS 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 loaded; 2024Q4: 3,974 shares; 2025Q1: 3,974 shares; 2025Q2: 3,974 shares; 2025Q3: 3,836 shares; 2025Q4: 1,595 shares 1,595 $151K 0.04% -2,241 Timeline VOOG 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: not loaded; 2024Q4: 426 shares; 2025Q1: 402 shares; 2025Q2: 342 shares; 2025Q3: 342 shares; 2025Q4: 335 shares 335 $149K 0.04% -7 Timeline VIOV 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: not loaded; 2024Q4: 1,839 shares; 2025Q1: 1,799 shares; 2025Q2: 1,924 shares; 2025Q3: 1,518 shares; 2025Q4: 1,518 shares 1,518 $148K 0.04% 0 Timeline FNCL 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 loaded; 2024Q4: 4,377 shares; 2025Q1: 4,377 shares; 2025Q2: 4,377 shares; 2025Q3: 3,377 shares; 2025Q4: 1,885 shares 1,885 $147K 0.04% -1,492 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,489 shares; 2025Q1: 3,489 shares; 2025Q2: 3,489 shares; 2025Q3: 3,160 shares; 2025Q4: 3,160 shares 3,160 $146K 0.03% 0 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: not loaded; 2024Q4: 70 shares; 2025Q1: 76 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 1,550 shares 1,550 $145K 0.03% +1,470 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 722 shares; 2025Q1: 722 shares; 2025Q2: 731 shares; 2025Q3: 735 shares; 2025Q4: 737 shares 737 $143K 0.03% +2 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 524 shares; 2025Q1: 537 shares; 2025Q2: 543 shares; 2025Q3: 548 shares; 2025Q4: 551 shares 551 $142K 0.03% +3 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,113 shares; 2025Q1: 1,334 shares; 2025Q2: 1,334 shares; 2025Q3: 1,334 shares; 2025Q4: 4,270 shares 4,270 $139K 0.03% +2,936 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $138K 0.03% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 280 shares; 2025Q1: 253 shares; 2025Q2: 264 shares; 2025Q3: 257 shares; 2025Q4: 559 shares 559 $135K 0.03% +302 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 loaded; 2024Q4: 252 shares; 2025Q1: 238 shares; 2025Q2: 242 shares; 2025Q3: 230 shares; 2025Q4: 1,065 shares 1,065 $133K 0.03% +835 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,115 shares; 2025Q1: 2,115 shares; 2025Q2: 2,115 shares; 2025Q3: 2,115 shares; 2025Q4: 2,115 shares 2,115 $133K 0.03% 0 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 942 shares; 2025Q1: 942 shares; 2025Q2: 942 shares; 2025Q3: 942 shares; 2025Q4: 942 shares 942 $131K 0.03% 0 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: not loaded; 2024Q4: 137 shares; 2025Q1: 157 shares; 2025Q2: 159 shares; 2025Q3: 157 shares; 2025Q4: 286 shares 286 $129K 0.03% +129 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 559 shares; 2025Q1: 564 shares; 2025Q2: 576 shares; 2025Q3: 553 shares; 2025Q4: 555 shares 555 $128K 0.03% +2 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,017 shares; 2025Q2: 1,032 shares; 2025Q3: 1,039 shares; 2025Q4: 1,045 shares 1,045 $128K 0.03% +6 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,189 shares; 2025Q1: 1,439 shares; 2025Q2: 2,570 shares; 2025Q3: 2,575 shares; 2025Q4: 2,583 shares 2,583 $128K 0.03% +8 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 loaded; 2024Q4: 1,106 shares; 2025Q1: 988 shares; 2025Q2: 1,000 shares; 2025Q3: 953 shares; 2025Q4: 710 shares 710 $126K 0.03% -243 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,573 shares; 2025Q1: 1,573 shares; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 2,528 shares 2,528 $118K 0.03% -2 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,035 shares; 2025Q1: 1,047 shares; 2025Q2: 1,046 shares; 2025Q3: 1,040 shares; 2025Q4: 1,050 shares 1,050 $118K 0.03% +10 Timeline IUSB 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 loaded; 2024Q4: 22,749 shares; 2025Q1: 22,015 shares; 2025Q2: 22,833 shares; 2025Q3: 3,612 shares; 2025Q4: 2,512 shares 2,512 $117K 0.03% -1,100 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,616 shares; 2025Q1: 2,666 shares; 2025Q2: 2,730 shares; 2025Q3: 2,744 shares; 2025Q4: 2,783 shares 2,783 $113K 0.03% +39 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 954 shares; 2025Q1: 878 shares; 2025Q2: 950 shares; 2025Q3: 954 shares; 2025Q4: 1,017 shares 1,017 $113K 0.03% +63 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,475 shares; 2025Q1: 1,478 shares; 2025Q2: 1,478 shares; 2025Q3: 1,486 shares; 2025Q4: 1,396 shares 1,396 $112K 0.03% -90 Timeline ESGV 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 loaded; 2024Q4: 923 shares; 2025Q1: 923 shares; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 923 shares 923 $112K 0.03% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 115 shares; 2025Q1: 116 shares; 2025Q2: 124 shares; 2025Q3: 125 shares; 2025Q4: 126 shares 126 $111K 0.03% +1 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: not loaded; 2024Q4: 1,882 shares; 2025Q1: 1,882 shares; 2025Q2: 1,882 shares; 2025Q3: 1,882 shares; 2025Q4: 1,882 shares 1,882 $109K 0.03% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $109K 0.03% 0 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: not loaded; 2024Q4: 1,347 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares 1,060 $107K 0.03% 0 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 loaded; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 383 shares; 2025Q4: 383 shares 383 $107K 0.03% 0 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,809 shares; 2025Q1: 4,809 shares; 2025Q2: 4,809 shares; 2025Q3: 4,809 shares; 2025Q4: 4,809 shares 4,809 $107K 0.03% 0 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,941 shares; 2025Q1: 2,552 shares; 2025Q2: 2,552 shares; 2025Q3: 2,552 shares; 2025Q4: 2,552 shares 2,552 $106K 0.03% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 229 shares; 2025Q1: 232 shares; 2025Q2: 236 shares; 2025Q3: 237 shares; 2025Q4: 237 shares 237 $105K 0.03% 0 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: not loaded; 2024Q4: 222 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares 137 $103K 0.02% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 25 shares; 2025Q3: 26 shares; 2025Q4: 2,104 shares 2,104 $102K 0.02% +2,078 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $100K 0.02% new Timeline SPYD 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 loaded; 2024Q4: 2,314 shares; 2025Q1: 2,314 shares; 2025Q2: 2,314 shares; 2025Q3: 2,314 shares; 2025Q4: 2,314 shares 2,314 $100K 0.02% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 560 shares; 2025Q1: 569 shares; 2025Q2: 571 shares; 2025Q3: 570 shares; 2025Q4: 563 shares 563 $98.8K 0.02% -7 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 744 shares; 2025Q1: 753 shares; 2025Q2: 757 shares; 2025Q3: 757 shares; 2025Q4: 760 shares 760 $98.1K 0.02% +3 Timeline SPLV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,350 shares 1,350 $96.4K 0.02% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,364 shares; 2025Q1: 1,364 shares; 2025Q2: 1,364 shares; 2025Q3: 1,200 shares; 2025Q4: 1,751 shares 1,751 $95.8K 0.02% +551 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: not loaded; 2024Q4: 3,054 shares; 2025Q1: 2,366 shares; 2025Q2: 1,650 shares; 2025Q3: 1,880 shares; 2025Q4: 625 shares 625 $95.3K 0.02% -1,255 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 4 shares; 2025Q4: 404 shares 404 $94.7K 0.02% +400 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 loaded; 2024Q4: 406 shares; 2025Q1: 375 shares; 2025Q2: 403 shares; 2025Q3: 433 shares; 2025Q4: 473 shares 473 $92.2K 0.02% +40 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: not loaded; 2024Q4: 136 shares; 2025Q1: 138 shares; 2025Q2: 156 shares; 2025Q3: 160 shares; 2025Q4: 158 shares 158 $90.2K 0.02% -2 Timeline INDA 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 loaded; 2024Q4: 1,594 shares; 2025Q1: 1,594 shares; 2025Q2: 1,665 shares; 2025Q3: 1,665 shares; 2025Q4: 1,665 shares 1,665 $90K 0.02% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,176 shares; 2025Q1: 1,191 shares; 2025Q2: 1,250 shares; 2025Q3: 1,246 shares; 2025Q4: 1,287 shares 1,287 $90K 0.02% +41 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,515 shares; 2025Q1: 1,515 shares; 2025Q2: 1,550 shares; 2025Q3: 1,553 shares; 2025Q4: 1,543 shares 1,543 $89K 0.02% -10 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: not loaded; 2024Q4: 110 shares; 2025Q1: 194 shares; 2025Q2: 203 shares; 2025Q3: 221 shares; 2025Q4: 252 shares 252 $87.2K 0.02% +31 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 161 shares; 2025Q1: 173 shares; 2025Q2: 183 shares; 2025Q3: 184 shares; 2025Q4: 294 shares 294 $87K 0.02% +110 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,693 shares; 2025Q1: 26,145 shares; 2025Q2: 26,038 shares; 2025Q3: 9,607 shares; 2025Q4: 3,775 shares 3,775 $86.9K 0.02% -5,832 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: not loaded; 2024Q4: 1,228 shares; 2025Q1: 1,185 shares; 2025Q2: 1,015 shares; 2025Q3: 629 shares; 2025Q4: 629 shares 629 $86.1K 0.02% 0 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: not loaded; 2024Q4: 1,583 shares; 2025Q1: 1,583 shares; 2025Q2: 1,611 shares; 2025Q3: 1,723 shares; 2025Q4: 1,723 shares 1,723 $86K 0.02% 0 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: not loaded; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 3,072 shares; 2025Q3: 3,034 shares; 2025Q4: 2,002 shares 2,002 $85.8K 0.02% -1,032 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 880 shares 880 $85.3K 0.02% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,249 shares; 2025Q1: 1,249 shares; 2025Q2: 1,249 shares; 2025Q3: 1,249 shares; 2025Q4: 764 shares 764 $84K 0.02% -485 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,786 shares; 2025Q1: 2,786 shares; 2025Q2: 2,038 shares; 2025Q3: 2,038 shares; 2025Q4: 2,038 shares 2,038 $83.3K 0.02% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 619 shares; 2025Q3: 619 shares; 2025Q4: 619 shares 619 $82.6K 0.02% 0 Timeline FLRN 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 loaded; 2024Q4: 7,495 shares; 2025Q1: 2,955 shares; 2025Q2: 2,611 shares; 2025Q3: 2,611 shares; 2025Q4: 2,611 shares 2,611 $80.2K 0.02% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 219 shares; 2025Q3: 44 shares; 2025Q4: 1,125 shares 1,125 $78.5K 0.02% +1,081 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 1,001 shares; 2025Q4: 966 shares 966 $78.4K 0.02% -35 Timeline SLYG 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 loaded; 2024Q4: 1,087 shares; 2025Q1: 1,087 shares; 2025Q2: 787 shares; 2025Q3: 832 shares; 2025Q4: 832 shares 832 $78.4K 0.02% 0 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 800 shares 800 $78.3K 0.02% +165 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 loaded; 2024Q4: 923 shares; 2025Q1: 955 shares; 2025Q2: 992 shares; 2025Q3: 1,006 shares; 2025Q4: 1,015 shares 1,015 $78.2K 0.02% +9 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares 1,180 $77.5K 0.02% 0 Timeline IGIB 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 loaded; 2024Q4: 2,469 shares; 2025Q1: 2,469 shares; 2025Q2: 2,469 shares; 2025Q3: 1,432 shares; 2025Q4: 1,432 shares 1,432 $77.2K 0.02% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 603 shares; 2025Q3: 604 shares; 2025Q4: 605 shares 605 $77.1K 0.02% +1 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 848 shares; 2025Q1: 856 shares; 2025Q2: 869 shares; 2025Q3: 876 shares; 2025Q4: 880 shares 880 $77K 0.02% +4 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,175 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares 1,175 $76.9K 0.02% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares 1,035 $76.8K 0.02% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,010 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 1,029 shares 1,029 $76.4K 0.02% -1 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,305 shares; 2025Q1: 905 shares; 2025Q2: 416 shares; 2025Q3: 419 shares; 2025Q4: 420 shares 420 $76.4K 0.02% +1 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 301 shares; 2025Q1: 305 shares; 2025Q2: 307 shares; 2025Q3: 308 shares; 2025Q4: 309 shares 309 $76.3K 0.02% +1 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 201 shares; 2025Q4: 1,246 shares 1,246 $76.1K 0.02% +1,045 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,829 shares; 2025Q1: 1,829 shares; 2025Q2: 1,830 shares; 2025Q3: 1,830 shares; 2025Q4: 1,830 shares 1,830 $76K 0.02% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,188 shares; 2025Q1: 2,188 shares; 2025Q2: 2,188 shares; 2025Q3: 1,987 shares; 2025Q4: 1,987 shares 1,987 $75.6K 0.02% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,792 shares; 2025Q1: 2,792 shares; 2025Q2: 2,792 shares; 2025Q3: 2,792 shares; 2025Q4: 2,792 shares 2,792 $74K 0.02% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $70.7K 0.02% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,318 shares; 2025Q1: 3,318 shares; 2025Q2: 3,387 shares; 2025Q3: 3,399 shares; 2025Q4: 3,424 shares 3,424 $70.7K 0.02% +25 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 136 shares; 2025Q1: 139 shares; 2025Q2: 146 shares; 2025Q3: 145 shares; 2025Q4: 145 shares 145 $70.1K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,443 shares; 2025Q1: 4,258 shares; 2025Q2: 2,292 shares; 2025Q3: 2,075 shares; 2025Q4: 2,795 shares 2,795 $69.4K 0.02% +720 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,336 shares; 2025Q1: 2,336 shares; 2025Q2: 1,644 shares; 2025Q3: 1,638 shares; 2025Q4: 832 shares 832 $68.2K 0.02% -806 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 159 shares; 2025Q3: 160 shares; 2025Q4: 160 shares 160 $67.5K 0.02% 0 Timeline XAIX 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 loaded; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 1,557 shares; 2025Q3: 1,557 shares; 2025Q4: 1,557 shares 1,557 $66.8K 0.02% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 252 shares; 2025Q2: 261 shares; 2025Q3: 262 shares; 2025Q4: 342 shares 342 $66.4K 0.02% +80 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 251 shares; 2025Q2: 248 shares; 2025Q3: 241 shares; 2025Q4: 244 shares 244 $65.5K 0.02% +3 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 155 shares; 2025Q1: 160 shares; 2025Q2: 168 shares; 2025Q3: 173 shares; 2025Q4: 176 shares 176 $65.1K 0.02% +3 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: not loaded; 2024Q4: 2,340 shares; 2025Q1: 2,340 shares; 2025Q2: 2,340 shares; 2025Q3: 2,340 shares; 2025Q4: 2,340 shares 2,340 $64.2K 0.02% 0 Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,410 shares; 2025Q1: 10,410 shares; 2025Q2: 10,419 shares; 2025Q3: 10,419 shares; 2025Q4: 11,419 shares 11,419 $64.2K 0.02% +1,000 Timeline VT 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 loaded; 2024Q4: 2,260 shares; 2025Q1: 2,249 shares; 2025Q2: 2,332 shares; 2025Q3: 448 shares; 2025Q4: 448 shares 448 $63.2K 0.02% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 673 shares 673 $63.2K 0.02% +73 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 717 shares; 2025Q1: 684 shares; 2025Q2: 684 shares; 2025Q3: 684 shares; 2025Q4: 900 shares 900 $62.7K 0.01% +216 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,589 shares; 2025Q1: 1,589 shares; 2025Q2: 1,589 shares; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares 1,082 $61.9K 0.01% 0 Timeline IFLN 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 loaded; 2024Q4: 3,305 shares; 2025Q1: 3,305 shares; 2025Q2: 3,305 shares; 2025Q3: 3,305 shares; 2025Q4: 3,305 shares 3,305 $61.5K 0.01% 0 Timeline FHLC 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 loaded; 2024Q4: 3,742 shares; 2025Q1: 3,042 shares; 2025Q2: 931 shares; 2025Q3: 822 shares; 2025Q4: 822 shares 822 $61.1K 0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 281 shares; 2025Q1: 120 shares; 2025Q2: 76 shares; 2025Q3: 77 shares; 2025Q4: 180 shares 180 $59.4K 0.01% +103 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 280 shares; 2025Q1: 285 shares; 2025Q2: 284 shares; 2025Q3: 286 shares; 2025Q4: 286 shares 286 $59K 0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 169 shares; 2025Q1: 348 shares; 2025Q2: 354 shares; 2025Q3: 380 shares; 2025Q4: 383 shares 383 $58.8K 0.01% +3 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,111 shares; 2025Q1: 5,111 shares; 2025Q2: 5,111 shares; 2025Q3: 5,111 shares; 2025Q4: 5,111 shares 5,111 $58.4K 0.01% 0 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,572 shares; 2025Q1: 4,572 shares; 2025Q2: 4,572 shares; 2025Q3: 4,572 shares; 2025Q4: 2,536 shares 2,536 $58.3K 0.01% -2,036 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 91 shares; 2025Q1: 103 shares; 2025Q2: 108 shares; 2025Q3: 113 shares; 2025Q4: 227 shares 227 $55.9K 0.01% +114 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 663 shares; 2025Q1: 663 shares; 2025Q2: 676 shares; 2025Q3: 680 shares; 2025Q4: 681 shares 681 $55.9K 0.01% +1 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,286 shares; 2025Q1: 1,483 shares; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares 1,483 $53.3K 0.01% 0 Timeline AVGV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 371 shares; 2025Q4: 726 shares 726 $53.1K 0.01% +355 Timeline COPY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,090 shares; 2025Q4: 4,103 shares 4,103 $52.9K 0.01% +2,013 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 75 shares; 2025Q3: 76 shares; 2025Q4: 77 shares 77 $52.1K 0.01% +1 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 210 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares 203 $51K 0.01% 0 Timeline IJJ 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 loaded; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 384 shares; 2025Q3: 382 shares; 2025Q4: 382 shares 382 $50.3K 0.01% 0 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,212 shares; 2025Q2: 2,212 shares; 2025Q3: 2,212 shares; 2025Q4: 2,212 shares 2,212 $50K 0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 764 shares; 2025Q3: 766 shares; 2025Q4: 766 shares 766 $49.3K 0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 565 shares 565 $48.7K 0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66 shares; 2025Q1: 70 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 73 shares 73 $48.4K 0.01% +2 Timeline ESGD 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 loaded; 2024Q4: 564 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 501 shares 501 $47.6K 0.01% -52 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares 1,082 $47K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares 351 $46.5K 0.01% 0 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: not loaded; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 796 shares; 2025Q3: 796 shares; 2025Q4: 595 shares 595 $46.3K 0.01% -201 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 64 shares; 2025Q3: 66 shares; 2025Q4: 348 shares 348 $46.2K 0.01% +282 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: not loaded; 2024Q4: 376 shares; 2025Q1: 411 shares; 2025Q2: 457 shares; 2025Q3: 470 shares; 2025Q4: 477 shares 477 $44.5K 0.01% +7 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 9 shares; 2025Q3: 7 shares; 2025Q4: 172 shares 172 $44.2K 0.01% +165 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 180 shares; 2025Q1: 182 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 193 shares 193 $44K 0.01% +1 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,366 shares; 2025Q3: 1,916 shares; 2025Q4: 1,916 shares 1,916 $43.9K 0.01% 0 Timeline FUTY 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 loaded; 2024Q4: 753 shares; 2025Q1: 753 shares; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 753 shares 753 $41.6K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 5 shares; 2025Q3: 11 shares; 2025Q4: 223 shares 223 $41.4K 0.01% +212 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,743 shares; 2025Q1: 1,766 shares; 2025Q2: 1,766 shares; 2025Q3: 970 shares; 2025Q4: 970 shares 970 $41.3K 0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,722 shares; 2025Q1: 1,788 shares; 2025Q2: 1,850 shares; 2025Q3: 1,877 shares; 2025Q4: 745 shares 745 $41K 0.01% -1,132 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 loaded; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares 190 $40.8K 0.01% 0 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 303 shares; 2025Q1: 307 shares; 2025Q2: 253 shares; 2025Q3: 255 shares; 2025Q4: 255 shares 255 $40.6K 0.01% 0 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 loaded; 2024Q4: 195 shares; 2025Q1: 259 shares; 2025Q2: 234 shares; 2025Q3: 242 shares; 2025Q4: 444 shares 444 $38.9K 0.01% +202 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: not loaded; 2024Q4: 167 shares; 2025Q1: 176 shares; 2025Q2: 180 shares; 2025Q3: 183 shares; 2025Q4: 185 shares 185 $38.6K 0.01% +2 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: not loaded; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 284 shares; 2025Q4: 848 shares 848 $37.9K 0.01% +564 Timeline SPAB 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 loaded; 2024Q4: 10,454 shares; 2025Q1: 10,568 shares; 2025Q2: 10,218 shares; 2025Q3: 1,706 shares; 2025Q4: 1,472 shares 1,472 $37.9K 0.01% -234 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 21 shares; 2025Q3: 28 shares; 2025Q4: 230 shares 230 $37.4K 0.01% +202 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 9 shares; 2025Q3: 11 shares; 2025Q4: 424 shares 424 $37.4K 0.01% +413 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 36 shares; 2025Q3: 27 shares; 2025Q4: 694 shares 694 $37.2K 0.01% +667 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 184 shares; 2025Q1: 197 shares; 2025Q2: 207 shares; 2025Q3: 209 shares; 2025Q4: 211 shares 211 $36.6K 0.01% +2 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: not loaded; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 667 shares; 2025Q3: 379 shares; 2025Q4: 379 shares 379 $36.5K 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 400 shares; 2025Q1: 434 shares; 2025Q2: 451 shares; 2025Q3: 457 shares; 2025Q4: 265 shares 265 $35.8K 0.01% -192 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,486 shares; 2025Q1: 1,469 shares; 2025Q2: 768 shares; 2025Q3: 618 shares; 2025Q4: 649 shares 649 $35K 0.01% +31 Timeline PSK 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 loaded; 2024Q4: 1,087 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,087 shares 1,087 $34.4K 0.01% 0 Timeline PICK 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 loaded; 2024Q4: 669 shares; 2025Q1: 669 shares; 2025Q2: 669 shares; 2025Q3: 669 shares; 2025Q4: 669 shares 669 $34.3K 0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 21 shares; 2025Q4: 422 shares 422 $34.1K 0.01% +401 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36 shares; 2025Q1: 40 shares; 2025Q2: 41 shares; 2025Q3: 42 shares; 2025Q4: 42 shares 42 $34K 0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 512 shares 512 $33K 0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29 shares; 2025Q1: 91 shares; 2025Q2: 95 shares; 2025Q3: 97 shares; 2025Q4: 97 shares 97 $32.7K 0.01% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57 shares; 2025Q3: not reported; 2025Q4: 702 shares 702 $32.3K 0.01% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22 shares; 2025Q1: 26 shares; 2025Q2: 35 shares; 2025Q3: 38 shares; 2025Q4: 56 shares 56 $32.1K 0.01% +18 Timeline FELC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 830 shares 830 $31.7K 0.01% new Timeline VXF 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 loaded; 2024Q4: 163 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 147 shares; 2025Q4: 147 shares 147 $30.7K 0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 164 shares; 2025Q1: 180 shares; 2025Q2: 195 shares; 2025Q3: 193 shares; 2025Q4: 188 shares 188 $30.2K 0.01% -5 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: 90 shares; 2025Q2: 107 shares; 2025Q3: 109 shares; 2025Q4: 110 shares 110 $29.8K 0.01% +1 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52 shares; 2025Q1: 53 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 60 shares 60 $29.4K 0.01% -2 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: not loaded; 2024Q4: 993 shares; 2025Q1: 1,030 shares; 2025Q2: 1,112 shares; 2025Q3: 1,121 shares; 2025Q4: 1,169 shares 1,169 $29.1K 0.01% +48 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 883 shares; 2025Q1: 883 shares; 2025Q2: 883 shares; 2025Q3: 883 shares; 2025Q4: 883 shares 883 $28.9K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 694 shares; 2025Q1: 1,059 shares; 2025Q2: 1,038 shares; 2025Q3: 1,052 shares; 2025Q4: 538 shares 538 $28.7K 0.01% -514 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 321 shares; 2025Q3: 321 shares; 2025Q4: 628 shares 628 $28.4K 0.01% +307 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 149 shares; 2025Q1: 156 shares; 2025Q2: 164 shares; 2025Q3: 118 shares; 2025Q4: 124 shares 124 $28.4K 0.01% +6 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: 20 shares; 2025Q2: 21 shares; 2025Q3: 22 shares; 2025Q4: 23 shares 23 $27.9K 0.01% +1 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 111 shares; 2025Q1: 116 shares; 2025Q2: 123 shares; 2025Q3: 118 shares; 2025Q4: 126 shares 126 $27.7K 0.01% +8 Timeline FLIN 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 loaded; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $27K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 115 shares; 2025Q1: 332 shares; 2025Q2: 362 shares; 2025Q3: 370 shares; 2025Q4: 365 shares 365 $26.9K 0.01% -5 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 6 shares; 2025Q4: 5 shares 5 $26.8K 0.01% -1 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105 shares; 2025Q1: 112 shares; 2025Q2: 109 shares; 2025Q3: 110 shares; 2025Q4: 110 shares 110 $26.7K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43 shares; 2025Q1: 47 shares; 2025Q2: 50 shares; 2025Q3: 52 shares; 2025Q4: 52 shares 52 $26.5K 0.01% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 131 shares; 2025Q1: 140 shares; 2025Q2: 133 shares; 2025Q3: 137 shares; 2025Q4: 134 shares 134 $26.5K 0.01% -3 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 969 shares; 2025Q1: 969 shares; 2025Q2: 969 shares; 2025Q3: 969 shares; 2025Q4: 969 shares 969 $26.4K 0.01% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 204 shares; 2025Q1: 209 shares; 2025Q2: 208 shares; 2025Q3: 204 shares; 2025Q4: 204 shares 204 $25.8K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 44 shares; 2025Q3: 213 shares; 2025Q4: 217 shares 217 $25.3K 0.01% +4 Timeline PMT PENNYMAC MTG INVT TR More: the full row for PENNYMAC MTG INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $25.1K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 222 shares; 2025Q1: 236 shares; 2025Q2: 239 shares; 2025Q3: 258 shares; 2025Q4: 261 shares 261 $25.1K 0.01% +3 Timeline IBMO 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 loaded; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 965 shares 965 $24.7K 0.01% 0 Timeline IBMP 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 loaded; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 962 shares; 2025Q3: 962 shares; 2025Q4: 962 shares 962 $24.4K 0.01% 0 Timeline PEY 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 loaded; 2024Q4: 1,174 shares; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares; 2025Q3: 1,174 shares; 2025Q4: 1,174 shares 1,174 $23.9K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 83 shares; 2025Q4: 83 shares 83 $23.9K 0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23 shares; 2025Q1: 28 shares; 2025Q2: 49 shares; 2025Q3: 57 shares; 2025Q4: 68 shares 68 $23.8K 0.01% +11 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193 shares 193 $23.5K 0.01% new Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,213 shares; 2025Q1: 1,213 shares; 2025Q2: 1,213 shares; 2025Q3: 1,213 shares; 2025Q4: 1,213 shares 1,213 $23.3K 0.01% 0 Timeline LRGF 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 loaded; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 334 shares; 2025Q4: 334 shares 334 $23.2K 0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $23K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 133 shares; 2025Q1: 139 shares; 2025Q2: 147 shares; 2025Q3: 150 shares; 2025Q4: 147 shares 147 $22.7K 0.01% -3 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 497 shares; 2025Q1: 505 shares; 2025Q2: 516 shares; 2025Q3: 505 shares; 2025Q4: 335 shares 335 $22.6K 0.01% -170 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 110 shares; 2025Q1: 120 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 122 shares 122 $22.5K 0.01% +4 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 52 shares; 2025Q3: 53 shares; 2025Q4: 53 shares 53 $22.4K 0.01% 0 Timeline VUSB 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: not loaded; 2024Q4: 680 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 442 shares; 2025Q4: 442 shares 442 $22K 0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 66 shares; 2025Q4: 65 shares 65 $21.9K 0.01% -1 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 7 shares; 2025Q4: 125 shares 125 $21.6K 0.01% +118 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 613 shares; 2025Q3: 616 shares; 2025Q4: 600 shares 600 $21.6K 0.01% -16 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 345 shares; 2025Q2: 418 shares; 2025Q3: 427 shares; 2025Q4: 437 shares 437 $21.5K 0.01% +10 Timeline GSIE 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 loaded; 2024Q4: 634 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 498 shares 498 $21.4K 0.01% -71 Timeline IBMQ 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 loaded; 2024Q4: 955 shares; 2025Q1: 828 shares; 2025Q2: 828 shares; 2025Q3: 828 shares; 2025Q4: 828 shares 828 $21.2K 0.01% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19 shares 19 $20.3K <0.01% new Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares 500 $20.1K <0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 103 shares; 2025Q1: 127 shares; 2025Q2: 123 shares; 2025Q3: 126 shares; 2025Q4: 116 shares 116 $20.1K <0.01% -10 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 loaded; 2024Q4: not reported; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares 275 $20K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48 shares; 2025Q1: 62 shares; 2025Q2: 66 shares; 2025Q3: 67 shares; 2025Q4: 67 shares 67 $19.7K <0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 241 shares; 2025Q1: 259 shares; 2025Q2: 266 shares; 2025Q3: 270 shares; 2025Q4: 231 shares 231 $19.6K <0.01% -39 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 34 shares; 2025Q3: 33 shares; 2025Q4: 34 shares 34 $19.5K <0.01% +1 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: not loaded; 2024Q4: 29 shares; 2025Q1: 30 shares; 2025Q2: 31 shares; 2025Q3: 34 shares; 2025Q4: 34 shares 34 $19.4K <0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 185 shares; 2025Q1: 201 shares; 2025Q2: 205 shares; 2025Q3: 282 shares; 2025Q4: 300 shares 300 $19.1K <0.01% +18 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,393 shares; 2025Q1: 2,393 shares; 2025Q2: 2,393 shares; 2025Q3: 2,393 shares; 2025Q4: 2,393 shares 2,393 $18.7K <0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 534 shares; 2025Q1: 477 shares; 2025Q2: 477 shares; 2025Q3: 355 shares; 2025Q4: 267 shares 267 $18.5K <0.01% -88 Timeline GEM 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 loaded; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares 439 $18.3K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 106 shares; 2025Q3: 557 shares; 2025Q4: 630 shares 630 $18.2K <0.01% +73 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 475 shares; 2025Q4: 350 shares 350 $17.8K <0.01% -125 Timeline GOSS GOSSAMER BIO INC More: the full row for GOSSAMER BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,752 shares; 2025Q1: 10,752 shares; 2025Q2: 10,752 shares; 2025Q3: 10,752 shares; 2025Q4: 5,752 shares 5,752 $17.8K <0.01% -5,000 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 246 shares; 2025Q1: 239 shares; 2025Q2: 246 shares; 2025Q3: 251 shares; 2025Q4: 212 shares 212 $17.4K <0.01% -39 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,868 shares; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares; 2025Q4: 1,868 shares 1,868 $17.3K <0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 879 shares; 2025Q3: 921 shares; 2025Q4: 369 shares 369 $17.3K <0.01% -552 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 103 shares; 2025Q1: 124 shares; 2025Q2: 113 shares; 2025Q3: 88 shares; 2025Q4: 85 shares 85 $17.1K <0.01% -3 Timeline BETA BETA TECHNOLOGIES INC More: the full row for BETA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares 600 $16.9K <0.01% new Timeline FDEC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 330 shares 330 $16.9K <0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 347 shares 347 $16.9K <0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 129 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 143 shares; 2025Q4: 143 shares 143 $16.5K <0.01% 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: not loaded; 2024Q4: 150 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares 167 $16.4K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 166 shares; 2025Q1: 176 shares; 2025Q2: 180 shares; 2025Q3: 164 shares; 2025Q4: 117 shares 117 $16.1K <0.01% -47 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68 shares; 2025Q1: 70 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 76 shares 76 $16.1K <0.01% +3 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 177 shares; 2025Q1: 191 shares; 2025Q2: 195 shares; 2025Q3: 197 shares; 2025Q4: 199 shares 199 $16K <0.01% +2 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $16K <0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 28 shares 28 $15.9K <0.01% +25 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 30 shares 30 $15.7K <0.01% -1 Timeline FLOT 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 loaded; 2024Q4: 10,468 shares; 2025Q1: 10,664 shares; 2025Q2: 10,664 shares; 2025Q3: 2,601 shares; 2025Q4: 304 shares 304 $15.5K <0.01% -2,297 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: not loaded; 2024Q4: 112 shares; 2025Q1: 135 shares; 2025Q2: 171 shares; 2025Q3: 189 shares; 2025Q4: 191 shares 191 $15.3K <0.01% +2 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70 shares; 2025Q1: 72 shares; 2025Q2: 74 shares; 2025Q3: 73 shares; 2025Q4: 79 shares 79 $15.3K <0.01% +6 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 61 shares; 2025Q2: 58 shares; 2025Q3: 64 shares; 2025Q4: 59 shares 59 $15.3K <0.01% -5 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 211 shares 211 $15.1K <0.01% +200 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 315 shares; 2025Q4: 315 shares 315 $15.1K <0.01% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 317 shares; 2025Q1: 329 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 381 shares 381 $15.1K <0.01% -8 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 26 shares 26 $15.1K <0.01% new Timeline EWC 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 loaded; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 278 shares 278 $15K <0.01% 0 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 loaded; 2024Q4: 52 shares; 2025Q1: 58 shares; 2025Q2: 68 shares; 2025Q3: 67 shares; 2025Q4: 72 shares 72 $15K <0.01% +5 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 10 shares; 2025Q3: 14 shares; 2025Q4: 104 shares 104 $14.7K <0.01% +90 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 235 shares 235 $14.7K <0.01% new Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $14.5K <0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 41 shares 41 $14.5K <0.01% +28 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26 shares; 2025Q1: 2 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 138 shares 138 $14.5K <0.01% +121 Timeline IYF 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 loaded; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares 112 $14.4K <0.01% 0 Timeline SEV APTERA MOTORS CORP More: the full row for APTERA MOTORS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,320 shares 3,320 $14.2K <0.01% new Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 5 shares; 2025Q4: 180 shares 180 $14.2K <0.01% +175 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: not loaded; 2024Q4: not reported; 2025Q1: 47 shares; 2025Q2: 56 shares; 2025Q3: 51 shares; 2025Q4: 51 shares 51 $14K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 164 shares; 2025Q1: 165 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 176 shares 176 $14K <0.01% +4 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 124 shares; 2025Q3: 127 shares; 2025Q4: 131 shares 131 $13.8K <0.01% +4 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38 shares; 2025Q1: 47 shares; 2025Q2: 55 shares; 2025Q3: 58 shares; 2025Q4: 59 shares 59 $13.4K <0.01% +1 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30 shares; 2025Q1: 32 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares 46 $13.3K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 38 shares 38 $13.3K <0.01% +2 Timeline MGIC MAGIC SOFTWARE ENTERPRISES More: the full row for MAGIC SOFTWARE ENTERPRISES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares 510 $13.1K <0.01% 0 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 242 shares; 2025Q4: 242 shares 242 $13.1K <0.01% 0 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65 shares; 2025Q1: 64 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 67 shares 67 $13.1K <0.01% +1 Timeline ISTB 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 loaded; 2024Q4: 32,650 shares; 2025Q1: 32,003 shares; 2025Q2: 31,870 shares; 2025Q3: 305 shares; 2025Q4: 264 shares 264 $12.9K <0.01% -41 Timeline DHS 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 loaded; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125 $12.7K <0.01% 0 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: not loaded; 2024Q4: 150 shares; 2025Q1: 157 shares; 2025Q2: 170 shares; 2025Q3: 172 shares; 2025Q4: 172 shares 172 $12.7K <0.01% 0 Timeline AVMC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 179 shares; 2025Q4: 179 shares 179 $12.6K <0.01% 0 Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $12.6K <0.01% 0 Timeline PGX 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 loaded; 2024Q4: 1,108 shares; 2025Q1: 1,108 shares; 2025Q2: 1,108 shares; 2025Q3: 1,108 shares; 2025Q4: 1,108 shares 1,108 $12.5K <0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 59 shares; 2025Q3: 66 shares; 2025Q4: 72 shares 72 $12.4K <0.01% +6 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 553 shares; 2025Q2: 546 shares; 2025Q3: 515 shares; 2025Q4: 529 shares 529 $12.3K <0.01% +14 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: 24 shares; 2025Q2: 25 shares; 2025Q3: 26 shares; 2025Q4: 24 shares 24 $12.3K <0.01% -2 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 loaded; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares 79 $12.2K <0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90 shares; 2025Q1: 136 shares; 2025Q2: 115 shares; 2025Q3: 119 shares; 2025Q4: 119 shares 119 $12.1K <0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 46 shares; 2025Q3: 45 shares; 2025Q4: 54 shares 54 $12.1K <0.01% +9 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 17 shares; 2025Q2: 20 shares; 2025Q3: 13 shares; 2025Q4: 21 shares 21 $11.9K <0.01% +8 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119 shares 119 $11.5K <0.01% new 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 loaded; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 11 shares; 2025Q3: 13 shares; 2025Q4: 17 shares 17 $11.5K <0.01% +4 Timeline GHM GRAHAM CORP More: the full row for GRAHAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 176 shares 176 $11.3K <0.01% new Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares 358 $11.3K <0.01% 0 Timeline ICF 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 loaded; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 189 shares 189 $11.3K <0.01% +130 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72 shares; 2025Q1: 79 shares; 2025Q2: 76 shares; 2025Q3: 79 shares; 2025Q4: 83 shares 83 $11K <0.01% +4 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 232 shares; 2025Q1: 276 shares; 2025Q2: 265 shares; 2025Q3: 274 shares; 2025Q4: 262 shares 262 $10.8K <0.01% -12 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 20 shares 20 $10.7K <0.01% +1 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 156 shares 156 $10.6K <0.01% new Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares 94 $10.5K <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 58 shares; 2025Q3: 77 shares; 2025Q4: 205 shares 205 $10.4K <0.01% +128 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 120 shares; 2025Q1: 135 shares; 2025Q2: 162 shares; 2025Q3: 159 shares; 2025Q4: 162 shares 162 $10.3K <0.01% +3 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares 60 $10.1K <0.01% 0 Timeline ZEPP ZEPP HEALTH CORPORATION More: the full row for ZEPP HEALTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 750 shares; 2025Q4: 375 shares 375 $10.1K <0.01% -375 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 132 shares; 2025Q1: 111 shares; 2025Q2: 155 shares; 2025Q3: 165 shares; 2025Q4: 157 shares 157 $10K <0.01% -8 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96 shares; 2025Q3: 7 shares; 2025Q4: 132 shares 132 $9.82K <0.01% +125 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59 shares 59 $9.82K <0.01% new 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 loaded; 2024Q4: 67 shares; 2025Q1: 83 shares; 2025Q2: 85 shares; 2025Q3: 92 shares; 2025Q4: 104 shares 104 $9.74K <0.01% +12 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares 2,525 $9.6K <0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 44 shares; 2025Q3: 46 shares; 2025Q4: 47 shares 47 $9.55K <0.01% +1 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 511 shares; 2025Q1: 159 shares; 2025Q2: 176 shares; 2025Q3: 178 shares; 2025Q4: 178 shares 178 $9.5K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 539 shares; 2025Q1: 680 shares; 2025Q2: 204 shares; 2025Q3: 147 shares; 2025Q4: 314 shares 314 $9.39K <0.01% +167 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 424 shares; 2025Q1: 457 shares; 2025Q2: 478 shares; 2025Q3: 485 shares; 2025Q4: 140 shares 140 $9.38K <0.01% -345 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 180 shares 180 $9.33K <0.01% new Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145 shares 145 $9.21K <0.01% new Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78 shares 78 $9.16K <0.01% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 34 shares; 2025Q4: 34 shares 34 $8.82K <0.01% 0 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 217 shares; 2025Q3: 113 shares; 2025Q4: 115 shares 115 $8.8K <0.01% +2 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 loaded; 2024Q4: 50 shares; 2025Q1: 61 shares; 2025Q2: 98 shares; 2025Q3: 115 shares; 2025Q4: 77 shares 77 $8.71K <0.01% -38 Timeline PBYI PUMA BIOTECHNOLOGY INC More: the full row for PUMA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares 1,450 $8.63K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29 shares; 2025Q1: 32 shares; 2025Q2: 54 shares; 2025Q3: 38 shares; 2025Q4: 38 shares 38 $8.59K <0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 156 shares 156 $8.58K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 222 shares; 2025Q1: 302 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares 352 $8.46K <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35 shares; 2025Q1: 38 shares; 2025Q2: 39 shares; 2025Q3: 40 shares; 2025Q4: 39 shares 39 $8.38K <0.01% -1 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 238 shares 238 $8.32K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 33 shares; 2025Q2: 55 shares; 2025Q3: 87 shares; 2025Q4: 83 shares 83 $8.29K <0.01% -4 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32 shares; 2025Q3: not reported; 2025Q4: 433 shares 433 $8.28K <0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 82 shares 82 $8.27K <0.01% +25 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 101 shares 101 $8.2K <0.01% +100 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 274 shares; 2025Q3: 211 shares; 2025Q4: 60 shares 60 $8.17K <0.01% -151 Timeline IDU 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 loaded; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares 74 $8.02K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 40 shares; 2025Q3: 31 shares; 2025Q4: 33 shares 33 $8K <0.01% +2 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: not reported; 2025Q4: 20 shares 20 $7.93K <0.01% new Timeline FJAN 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares 150 $7.76K <0.01% new 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 loaded; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $7.76K <0.01% 0 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 912 shares; 2025Q3: 933 shares; 2025Q4: 959 shares 959 $7.74K <0.01% +26 Timeline SEMR SEMRUSH HLDGS INC More: the full row for SEMRUSH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 650 shares 650 $7.73K <0.01% -350 Timeline BLV 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: not loaded; 2024Q4: 5,370 shares; 2025Q1: 3,651 shares; 2025Q2: 3,183 shares; 2025Q3: 537 shares; 2025Q4: 111 shares 111 $7.72K <0.01% -426 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 7 shares; 2025Q3: 12 shares; 2025Q4: 13 shares 13 $7.53K <0.01% +1 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 31 shares 31 $7.36K <0.01% +5 Timeline USHY 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 loaded; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares 196 $7.33K <0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 41 shares; 2025Q3: 45 shares; 2025Q4: 46 shares 46 $7.33K <0.01% +1 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $7.29K <0.01% 0 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,350 shares 1,350 $7.29K <0.01% -400 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares 99 $7.27K <0.01% 0 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares 120 $7.14K <0.01% 0 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares 44 $7.05K <0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 47 shares; 2025Q4: 55 shares 55 $6.86K <0.01% +8 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 loaded; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 27 shares; 2025Q3: 28 shares; 2025Q4: 30 shares 30 $6.84K <0.01% +2 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 183 shares; 2025Q3: 147 shares; 2025Q4: 147 shares 147 $6.6K <0.01% 0 Timeline TERN TERNS PHARMACEUTICALS INC More: the full row for TERNS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares 162 $6.54K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 57 shares; 2025Q3: 71 shares; 2025Q4: 80 shares 80 $6.51K <0.01% +9 Timeline TSSI TSS INC DEL More: the full row for TSS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 917 shares; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: 917 shares 917 $6.48K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 13 shares; 2025Q3: 16 shares; 2025Q4: 19 shares 19 $6.42K <0.01% +3 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 8 shares; 2025Q3: 9 shares; 2025Q4: 10 shares 10 $6.12K <0.01% +1 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 168 shares; 2025Q3: 173 shares; 2025Q4: 93 shares 93 $6.05K <0.01% -80 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 loaded; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 26 shares; 2025Q3: 30 shares; 2025Q4: 34 shares 34 $6.04K <0.01% +4 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares 157 $5.91K <0.01% 0 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 235 shares; 2025Q4: 235 shares 235 $5.86K <0.01% 0 Timeline