CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 93,546 shares; 2025Q2: 253,825 shares; 2025Q3: 286,826 shares; 2025Q4: 310,122 shares 310,122 $22.1M 6.95% +23,296 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 98,536 shares; 2025Q1: 135,368 shares; 2025Q2: 145,608 shares; 2025Q3: 162,100 shares; 2025Q4: 174,021 shares 174,021 $14.7M 4.61% +11,921 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 175,600 shares; 2025Q1: 192,689 shares; 2025Q2: 196,276 shares; 2025Q3: 203,630 shares; 2025Q4: 206,005 shares 206,005 $10.6M 3.32% +2,375 Timeline SMMD 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: 49,094 shares; 2025Q1: 83,607 shares; 2025Q2: 92,198 shares; 2025Q3: 100,464 shares; 2025Q4: 109,786 shares 109,786 $8.23M 2.59% +9,322 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 179,166 shares; 2025Q1: 215,050 shares; 2025Q2: 242,631 shares; 2025Q3: 280,710 shares; 2025Q4: 313,807 shares 313,807 $7.64M 2.4% +33,097 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: 20,541 shares; 2025Q1: 24,263 shares; 2025Q2: 24,958 shares; 2025Q3: 26,279 shares; 2025Q4: 27,019 shares 27,019 $7.35M 2.31% +740 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: 62,151 shares; 2025Q1: 77,113 shares; 2025Q2: 77,848 shares; 2025Q3: 77,698 shares; 2025Q4: 89,042 shares 89,042 $6.93M 2.18% +11,344 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: 11,552 shares; 2025Q1: 17,501 shares; 2025Q2: 34,205 shares; 2025Q3: 33,238 shares; 2025Q4: 35,881 shares 35,881 $6.69M 2.1% +2,643 Timeline VDC 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: 19,931 shares; 2025Q1: 25,154 shares; 2025Q2: 25,124 shares; 2025Q3: 25,034 shares; 2025Q4: 25,899 shares 25,899 $5.47M 1.72% +865 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: 8,207 shares; 2025Q1: 9,581 shares; 2025Q2: 9,997 shares; 2025Q3: 10,202 shares; 2025Q4: 10,108 shares 10,108 $4.89M 1.54% -94 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 185,912 shares; 2025Q1: 190,050 shares; 2025Q2: 197,450 shares; 2025Q3: 199,550 shares; 2025Q4: 199,200 shares 199,200 $4.71M 1.48% -350 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: 70,281 shares; 2025Q1: 71,842 shares; 2025Q2: 69,289 shares; 2025Q3: 69,237 shares; 2025Q4: 67,855 shares 67,855 $4.48M 1.41% -1,382 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: not reported; 2025Q1: 426 shares; 2025Q2: 607 shares; 2025Q3: 629 shares; 2025Q4: 8,333 shares 8,333 $4.07M 1.28% +7,704 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: 16,615 shares; 2025Q1: 889 shares; 2025Q2: 40,823 shares; 2025Q3: 45,489 shares; 2025Q4: 48,039 shares 48,039 $3.87M 1.22% +2,550 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 254,779 shares 254,779 $3.82M 1.2% new Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,092 shares; 2025Q1: 79,698 shares; 2025Q2: 77,730 shares; 2025Q3: 79,400 shares; 2025Q4: 77,805 shares 77,805 $3.47M 1.09% -1,595 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: 3,181 shares; 2025Q1: 3,779 shares; 2025Q2: 3,685 shares; 2025Q3: 4,517 shares; 2025Q4: 4,713 shares 4,713 $3.23M 1.01% +196 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: 7,702 shares; 2025Q1: 9,510 shares; 2025Q2: 9,837 shares; 2025Q3: 10,253 shares; 2025Q4: 9,984 shares 9,984 $3.13M 0.98% -269 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: not reported; 2025Q1: 23 shares; 2025Q2: 981 shares; 2025Q3: 996 shares; 2025Q4: 21,694 shares 21,694 $3.11M 0.98% +20,698 Timeline EAGG 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: 13,589 shares; 2025Q2: 28,745 shares; 2025Q3: 41,438 shares; 2025Q4: 62,233 shares 62,233 $2.98M 0.94% +20,795 Timeline SUSC 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: 122,603 shares; 2025Q1: 137,103 shares; 2025Q2: 122,917 shares; 2025Q3: 123,907 shares; 2025Q4: 119,021 shares 119,021 $2.78M 0.88% -4,886 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: not reported; 2025Q1: 638 shares; 2025Q2: 680 shares; 2025Q3: 682 shares; 2025Q4: 31,996 shares 31,996 $2.68M 0.84% +31,314 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: 6,752 shares; 2025Q1: 9,185 shares; 2025Q2: 9,593 shares; 2025Q3: 10,403 shares; 2025Q4: 10,522 shares 10,522 $2.43M 0.76% +119 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: not reported; 2025Q1: 3,281 shares; 2025Q2: 3,368 shares; 2025Q3: 3,402 shares; 2025Q4: 51,124 shares 51,124 $2.38M 0.75% +47,722 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: 5,424 shares; 2025Q1: 6,444 shares; 2025Q2: 6,509 shares; 2025Q3: 6,538 shares; 2025Q4: 7,751 shares 7,751 $2.23M 0.7% +1,213 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: 7,917 shares; 2025Q1: 11,513 shares; 2025Q2: 12,051 shares; 2025Q3: 10,602 shares; 2025Q4: 6,710 shares 6,710 $2.11M 0.66% -3,892 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: 4,709 shares; 2025Q1: 3,337 shares; 2025Q2: 3,355 shares; 2025Q3: 3,397 shares; 2025Q4: 3,333 shares 3,333 $2.09M 0.66% -64 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: 5,901 shares; 2025Q1: 724 shares; 2025Q2: 17,511 shares; 2025Q3: 19,296 shares; 2025Q4: 21,064 shares 21,064 $2.05M 0.64% +1,768 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57,334 shares; 2025Q1: 56,950 shares; 2025Q2: 59,750 shares; 2025Q3: 59,650 shares; 2025Q4: 59,650 shares 59,650 $1.97M 0.62% 0 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: 3,692 shares; 2025Q1: 5,374 shares; 2025Q2: 5,346 shares; 2025Q3: 4,872 shares; 2025Q4: 5,631 shares 5,631 $1.95M 0.61% +759 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: 1,468 shares; 2025Q1: 2,680 shares; 2025Q2: 3,124 shares; 2025Q3: 3,249 shares; 2025Q4: 2,902 shares 2,902 $1.92M 0.6% -347 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: 2,931 shares; 2025Q1: 4,143 shares; 2025Q2: 4,895 shares; 2025Q3: 5,599 shares; 2025Q4: 5,467 shares 5,467 $1.76M 0.55% -132 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: 15,545 shares; 2025Q1: 16,737 shares; 2025Q2: 16,791 shares; 2025Q3: 17,091 shares; 2025Q4: 15,705 shares 15,705 $1.75M 0.55% -1,386 Timeline NACP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,709 shares; 2025Q1: 35,432 shares; 2025Q2: 35,082 shares; 2025Q3: 35,082 shares; 2025Q4: 34,832 shares 34,832 $1.72M 0.54% -250 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,073 shares; 2025Q1: 56,005 shares; 2025Q2: 55,941 shares; 2025Q3: 56,433 shares; 2025Q4: 56,431 shares 56,431 $1.55M 0.49% -2 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: 493 shares; 2025Q1: 914 shares; 2025Q2: 1,238 shares; 2025Q3: 1,523 shares; 2025Q4: 1,410 shares 1,410 $1.52M 0.48% -113 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,133 shares 60,133 $1.45M 0.45% new 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: 7,496 shares; 2025Q1: 7,764 shares; 2025Q2: 7,259 shares; 2025Q3: 7,297 shares; 2025Q4: 7,176 shares 7,176 $1.43M 0.45% -121 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: 3,556 shares; 2025Q1: 3,531 shares; 2025Q2: 3,531 shares; 2025Q3: 3,531 shares; 2025Q4: 3,531 shares 3,531 $1.4M 0.44% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,297 shares; 2025Q1: 18,487 shares; 2025Q2: 18,857 shares; 2025Q3: 18,857 shares; 2025Q4: 21,945 shares 21,945 $1.29M 0.4% +3,088 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,216 shares; 2025Q2: 12,846 shares; 2025Q3: 17,596 shares; 2025Q4: 17,228 shares 17,228 $1.26M 0.4% -368 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: 9,256 shares; 2025Q1: 7,246 shares; 2025Q2: 7,638 shares; 2025Q3: 7,732 shares; 2025Q4: 15,598 shares 15,598 $1.23M 0.39% +7,866 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,526 shares; 2025Q2: 9,190 shares; 2025Q3: 14,703 shares; 2025Q4: 14,512 shares 14,512 $1.21M 0.38% -191 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,062 shares; 2025Q1: 7,545 shares; 2025Q2: 7,395 shares; 2025Q3: 6,987 shares; 2025Q4: 7,061 shares 7,061 $1.2M 0.38% +74 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,719 shares; 2025Q1: 9,634 shares; 2025Q2: 9,584 shares; 2025Q3: 10,205 shares; 2025Q4: 10,144 shares 10,144 $1.19M 0.37% -61 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,959 shares; 2025Q1: 26,848 shares; 2025Q2: 27,614 shares; 2025Q3: 28,121 shares; 2025Q4: 26,228 shares 26,228 $1.16M 0.37% -1,893 Timeline QLV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,108 shares 16,108 $1.16M 0.36% new 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: 25,902 shares; 2025Q1: 21,854 shares; 2025Q2: 20,328 shares; 2025Q3: 21,375 shares; 2025Q4: 21,401 shares 21,401 $1.15M 0.36% +26 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: 1,037 shares; 2025Q1: 1,791 shares; 2025Q2: 2,418 shares; 2025Q3: 2,796 shares; 2025Q4: 2,531 shares 2,531 $1.14M 0.36% -265 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: 5,844 shares; 2025Q1: 5,886 shares; 2025Q2: 6,082 shares; 2025Q3: 6,386 shares; 2025Q4: 5,377 shares 5,377 $1.11M 0.35% -1,009 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,325 shares; 2025Q1: 17,675 shares; 2025Q2: 15,025 shares; 2025Q3: 13,500 shares; 2025Q4: 11,825 shares 11,825 $1.08M 0.34% -1,675 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,150 shares; 2025Q1: 34,600 shares; 2025Q2: 36,000 shares; 2025Q3: 38,700 shares; 2025Q4: 38,700 shares 38,700 $1.07M 0.34% 0 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: 1,253 shares; 2025Q1: 1,874 shares; 2025Q2: 1,943 shares; 2025Q3: 1,974 shares; 2025Q4: 2,130 shares 2,130 $1.07M 0.34% +156 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: 28,292 shares; 2025Q1: 37,038 shares; 2025Q2: 41,248 shares; 2025Q3: 42,513 shares; 2025Q4: 42,483 shares 42,483 $1.06M 0.33% -30 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,598 shares; 2025Q1: 15,773 shares; 2025Q2: 15,223 shares; 2025Q3: 15,223 shares; 2025Q4: 15,083 shares 15,083 $1.05M 0.33% -140 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,319 shares 20,319 $1.05M 0.33% new 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: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 17,600 shares; 2025Q4: 15,900 shares 15,900 $1.02M 0.32% -1,700 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: 1,561 shares; 2025Q1: 1,462 shares; 2025Q2: 1,482 shares; 2025Q3: 1,515 shares; 2025Q4: 1,499 shares 1,499 $1.02M 0.32% -16 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: 2,661 shares; 2025Q1: 7,277 shares; 2025Q2: 7,573 shares; 2025Q3: 8,584 shares; 2025Q4: 9,701 shares 9,701 $969K 0.3% +1,117 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19,353 shares; 2025Q2: 19,285 shares; 2025Q3: 19,612 shares; 2025Q4: 27,381 shares 27,381 $952K 0.3% +7,769 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: 11,468 shares; 2025Q1: 10,641 shares; 2025Q2: 10,489 shares; 2025Q3: 11,458 shares; 2025Q4: 11,780 shares 11,780 $946K 0.3% +322 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: 13,784 shares; 2025Q1: 38,788 shares; 2025Q2: 39,119 shares; 2025Q3: 35,285 shares; 2025Q4: 38,933 shares 38,933 $936K 0.29% +3,648 Timeline STEX STREAMEX CORP More: the full row for STREAMEX 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: 300,130 shares; 2025Q4: 301,530 shares 301,530 $914K 0.29% +1,400 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,297 shares; 2025Q1: 6,731 shares; 2025Q2: 6,802 shares; 2025Q3: 6,950 shares; 2025Q4: 7,280 shares 7,280 $897K 0.28% +330 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,100 shares; 2025Q1: 38,300 shares; 2025Q2: 37,900 shares; 2025Q3: 32,900 shares; 2025Q4: 30,150 shares 30,150 $892K 0.28% -2,750 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 718 shares; 2025Q1: 1,304 shares; 2025Q2: 1,803 shares; 2025Q3: 1,730 shares; 2025Q4: 1,815 shares 1,815 $884K 0.28% +85 Timeline TRX TRX GOLD CORPORATION More: the full row for TRX GOLD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 830,000 shares; 2025Q1: 960,000 shares; 2025Q2: 975,000 shares; 2025Q3: 980,000 shares; 2025Q4: 960,000 shares 960,000 $884K 0.28% -20,000 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: 4,485 shares; 2025Q1: 7,283 shares; 2025Q2: 7,864 shares; 2025Q3: 5,324 shares; 2025Q4: 6,071 shares 6,071 $870K 0.27% +747 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: 5,939 shares; 2025Q2: 5,339 shares; 2025Q3: 16,518 shares; 2025Q4: 16,518 shares 16,518 $856K 0.27% 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: 1,323 shares; 2025Q1: 2,743 shares; 2025Q2: 2,762 shares; 2025Q3: 4,030 shares; 2025Q4: 2,786 shares 2,786 $847K 0.27% -1,244 Timeline JOE ST JOE CO More: the full row for ST JOE 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: 16,625 shares; 2025Q2: 17,225 shares; 2025Q3: 16,725 shares; 2025Q4: 14,025 shares 14,025 $833K 0.26% -2,700 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: 2,960 shares; 2025Q1: 2,905 shares; 2025Q2: 2,878 shares; 2025Q3: 2,922 shares; 2025Q4: 2,357 shares 2,357 $790K 0.25% -565 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: 2,435 shares; 2025Q1: 1,954 shares; 2025Q2: 1,880 shares; 2025Q3: 1,835 shares; 2025Q4: 1,370 shares 1,370 $782K 0.25% -465 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 744 shares; 2025Q2: 784 shares; 2025Q3: 706 shares; 2025Q4: 3,522 shares 3,522 $774K 0.24% +2,816 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: 3,236 shares; 2025Q1: 3,633 shares; 2025Q2: 3,623 shares; 2025Q3: 3,883 shares; 2025Q4: 2,206 shares 2,206 $774K 0.24% -1,677 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: 1,000 shares; 2025Q2: 3,110 shares; 2025Q3: 4,927 shares; 2025Q4: 4,393 shares 4,393 $759K 0.24% -534 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: 1,183 shares; 2025Q1: 3,397 shares; 2025Q2: 3,441 shares; 2025Q3: 3,392 shares; 2025Q4: 1,325 shares 1,325 $759K 0.24% -2,067 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: 3,293 shares; 2025Q1: 4,994 shares; 2025Q2: 5,159 shares; 2025Q3: 3,277 shares; 2025Q4: 4,936 shares 4,936 $752K 0.24% +1,659 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,645 shares; 2025Q1: 43,134 shares; 2025Q2: 46,096 shares; 2025Q3: 40,713 shares; 2025Q4: 33,873 shares 33,873 $739K 0.23% -6,840 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: 9,327 shares; 2025Q1: 8,291 shares; 2025Q2: 7,043 shares; 2025Q3: 7,660 shares; 2025Q4: 9,719 shares 9,719 $720K 0.23% +2,059 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,797 shares 11,797 $714K 0.22% 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: 5,979 shares; 2025Q1: 8,998 shares; 2025Q2: 9,355 shares; 2025Q3: 9,174 shares; 2025Q4: 5,766 shares 5,766 $694K 0.22% -3,408 Timeline MINT 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: 6,885 shares; 2025Q1: 13,396 shares; 2025Q2: 6,520 shares; 2025Q3: 6,189 shares; 2025Q4: 6,907 shares 6,907 $693K 0.22% +718 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: 1,906 shares; 2025Q1: 1,737 shares; 2025Q2: 1,764 shares; 2025Q3: 1,752 shares; 2025Q4: 2,209 shares 2,209 $675K 0.21% +457 Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,972 shares; 2025Q2: 5,864 shares; 2025Q3: 8,206 shares; 2025Q4: 13,056 shares 13,056 $663K 0.21% +4,850 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 21,309 shares; 2025Q2: 21,521 shares; 2025Q3: 21,822 shares; 2025Q4: 23,489 shares 23,489 $661K 0.21% +1,667 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,505 shares; 2025Q1: 7,017 shares; 2025Q2: 6,410 shares; 2025Q3: 6,909 shares; 2025Q4: 6,702 shares 6,702 $655K 0.21% -207 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: 11,937 shares; 2025Q1: 13,750 shares; 2025Q2: 13,765 shares; 2025Q3: 13,780 shares; 2025Q4: 13,791 shares 13,791 $643K 0.2% +11 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 2,750 shares; 2025Q4: 2,941 shares 2,941 $639K 0.2% +191 Timeline IQDG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,376 shares 15,376 $638K 0.2% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,075 shares; 2025Q1: 8,075 shares; 2025Q2: 7,575 shares; 2025Q3: 5,575 shares; 2025Q4: 5,575 shares 5,575 $634K 0.2% 0 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: 14,413 shares; 2025Q1: 16,208 shares; 2025Q2: 15,504 shares; 2025Q3: 15,405 shares; 2025Q4: 15,354 shares 15,354 $625K 0.2% -51 Timeline FIXD 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: 6,772 shares; 2025Q1: 7,832 shares; 2025Q2: 7,815 shares; 2025Q3: 13,843 shares; 2025Q4: 14,104 shares 14,104 $625K 0.2% +261 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: 4,159 shares; 2025Q2: 4,782 shares; 2025Q3: 2,582 shares; 2025Q4: 6,184 shares 6,184 $617K 0.19% +3,602 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: not reported; 2025Q1: 277 shares; 2025Q2: 350 shares; 2025Q3: 353 shares; 2025Q4: 5,592 shares 5,592 $615K 0.19% +5,239 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: not reported; 2025Q1: 1,277 shares; 2025Q2: 1,840 shares; 2025Q3: 2,975 shares; 2025Q4: 3,453 shares 3,453 $614K 0.19% +478 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,339 shares 8,339 $613K 0.19% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS 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: 1,663 shares; 2025Q2: 2,785 shares; 2025Q3: 3,377 shares; 2025Q4: 3,386 shares 3,386 $611K 0.19% +9 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS 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: 12,356 shares; 2025Q2: 15,386 shares; 2025Q3: 13,836 shares; 2025Q4: 12,036 shares 12,036 $584K 0.18% -1,800 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,415 shares; 2025Q1: 13,955 shares; 2025Q2: 12,952 shares; 2025Q3: 13,089 shares; 2025Q4: 12,744 shares 12,744 $574K 0.18% -345 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: 6,330 shares; 2025Q1: 6,899 shares; 2025Q2: 7,073 shares; 2025Q3: 7,169 shares; 2025Q4: 3,651 shares 3,651 $561K 0.18% -3,518 Timeline ESGU 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: 96,903 shares; 2025Q1: 75,920 shares; 2025Q2: 3,886 shares; 2025Q3: 3,987 shares; 2025Q4: 3,733 shares 3,733 $556K 0.17% -254 Timeline SJNK 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: 608 shares; 2025Q2: 16,664 shares; 2025Q3: 18,702 shares; 2025Q4: 21,863 shares 21,863 $554K 0.17% +3,161 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: not reported; 2025Q1: 748 shares; 2025Q2: 733 shares; 2025Q3: 733 shares; 2025Q4: 733 shares 733 $553K 0.17% 0 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: 3,733 shares; 2025Q1: 5,799 shares; 2025Q2: 5,784 shares; 2025Q3: 5,825 shares; 2025Q4: 5,954 shares 5,954 $533K 0.17% +129 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT 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: 523 shares; 2025Q2: 93 shares; 2025Q3: 5,093 shares; 2025Q4: 10,059 shares 10,059 $527K 0.17% +4,966 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: 3,340 shares; 2025Q1: 3,407 shares; 2025Q2: 3,600 shares; 2025Q3: 3,592 shares; 2025Q4: 4,040 shares 4,040 $521K 0.16% +448 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP 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: 18,412 shares; 2025Q2: 18,897 shares; 2025Q3: 19,201 shares; 2025Q4: 20,211 shares 20,211 $517K 0.16% +1,010 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: 6,164 shares; 2025Q1: 12,095 shares; 2025Q2: 12,599 shares; 2025Q3: 13,274 shares; 2025Q4: 8,962 shares 8,962 $517K 0.16% -4,312 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: 7,539 shares; 2025Q1: 7,750 shares; 2025Q2: 7,654 shares; 2025Q3: 6,298 shares; 2025Q4: 3,799 shares 3,799 $513K 0.16% -2,499 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,323 shares; 2025Q2: 5,042 shares; 2025Q3: 4,809 shares; 2025Q4: 4,586 shares 4,586 $513K 0.16% -223 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: 3,409 shares; 2025Q1: 3,918 shares; 2025Q2: 4,149 shares; 2025Q3: 4,489 shares; 2025Q4: 2,753 shares 2,753 $511K 0.16% -1,736 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: 18,419 shares; 2025Q1: 6,428 shares; 2025Q2: 6,498 shares; 2025Q3: 7,307 shares; 2025Q4: 6,749 shares 6,749 $509K 0.16% -558 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 963 shares; 2025Q2: 1,058 shares; 2025Q3: 1,883 shares; 2025Q4: 1,821 shares 1,821 $508K 0.16% -62 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 21,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares 11,500 $501K 0.16% 0 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: 4,554 shares; 2025Q1: 8,309 shares; 2025Q2: 8,387 shares; 2025Q3: 7,566 shares; 2025Q4: 7,401 shares 7,401 $497K 0.16% -165 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: 5,366 shares; 2025Q1: 5,393 shares; 2025Q2: 5,635 shares; 2025Q3: 5,537 shares; 2025Q4: 11,123 shares 11,123 $497K 0.16% +5,586 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,129 shares; 2025Q1: 6,802 shares; 2025Q2: 6,301 shares; 2025Q3: 6,167 shares; 2025Q4: 6,199 shares 6,199 $496K 0.16% +32 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: 1,730 shares; 2025Q1: 1,213 shares; 2025Q2: 1,178 shares; 2025Q3: 1,175 shares; 2025Q4: 2,350 shares 2,350 $491K 0.15% +1,175 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: 6,707 shares; 2025Q1: 10,098 shares; 2025Q2: 10,137 shares; 2025Q3: 10,419 shares; 2025Q4: 7,017 shares 7,017 $491K 0.15% -3,402 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 558 shares; 2025Q4: 2,160 shares 2,160 $480K 0.15% +1,602 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,500 shares; 2025Q1: 18,600 shares; 2025Q2: 18,600 shares; 2025Q3: 18,600 shares; 2025Q4: 18,600 shares 18,600 $477K 0.15% 0 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: 9,732 shares; 2025Q1: 5,125 shares; 2025Q2: 4,242 shares; 2025Q3: 4,093 shares; 2025Q4: 4,156 shares 4,156 $473K 0.15% +63 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,500 shares 2,500 $466K 0.15% +500 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: 3,074 shares; 2025Q1: 3,560 shares; 2025Q2: 3,683 shares; 2025Q3: 3,461 shares; 2025Q4: 3,770 shares 3,770 $453K 0.14% +309 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,929 shares; 2025Q2: 8,996 shares; 2025Q3: 8,022 shares; 2025Q4: 7,967 shares 7,967 $453K 0.14% -55 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,826 shares 9,826 $451K 0.14% new 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: not reported; 2025Q1: 759 shares; 2025Q2: 741 shares; 2025Q3: 705 shares; 2025Q4: 361 shares 361 $439K 0.14% -344 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: 1,769 shares; 2025Q1: 1,616 shares; 2025Q2: 1,714 shares; 2025Q3: 1,607 shares; 2025Q4: 754 shares 754 $437K 0.14% -853 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,950 shares; 2025Q1: 2,600 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares 2,100 $435K 0.14% 0 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,929 shares 4,929 $427K 0.13% new 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: 1,822 shares; 2025Q1: 1,635 shares; 2025Q2: 1,604 shares; 2025Q3: 1,356 shares; 2025Q4: 876 shares 876 $424K 0.13% -480 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: 23,681 shares; 2025Q1: 27,191 shares; 2025Q2: 23,297 shares; 2025Q3: 22,608 shares; 2025Q4: 18,390 shares 18,390 $423K 0.13% -4,218 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: 1,359 shares; 2025Q1: 1,032 shares; 2025Q2: 905 shares; 2025Q3: 1,304 shares; 2025Q4: 1,849 shares 1,849 $422K 0.13% +545 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC 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: 10,107 shares; 2025Q2: 10,107 shares; 2025Q3: 10,107 shares; 2025Q4: 10,932 shares 10,932 $422K 0.13% +825 Timeline IDEV 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: 3,920 shares; 2025Q1: 4,311 shares; 2025Q2: 4,556 shares; 2025Q3: 4,994 shares; 2025Q4: 5,003 shares 5,003 $413K 0.13% +9 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: not reported; 2025Q1: 1,738 shares; 2025Q2: 1,824 shares; 2025Q3: 1,876 shares; 2025Q4: 2,397 shares 2,397 $410K 0.13% +521 Timeline GIB CGI INC More: the full row for CGI 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: 10 shares; 2025Q2: 10 shares; 2025Q3: 4,994 shares; 2025Q4: 4,433 shares 4,433 $409K 0.13% -561 Timeline FTCB 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: 4,455 shares; 2025Q2: 4,456 shares; 2025Q3: 18,289 shares; 2025Q4: 19,203 shares 19,203 $408K 0.13% +914 Timeline USCI 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: 7,175 shares; 2025Q1: 6,175 shares; 2025Q2: 5,175 shares; 2025Q3: 5,175 shares; 2025Q4: 5,175 shares 5,175 $402K 0.13% 0 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,392 shares; 2025Q1: 12,442 shares; 2025Q2: 11,344 shares; 2025Q3: 11,358 shares; 2025Q4: 10,994 shares 10,994 $398K 0.13% -364 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: 2,641 shares; 2025Q1: 2,477 shares; 2025Q2: 2,357 shares; 2025Q3: 2,080 shares; 2025Q4: 3,724 shares 3,724 $392K 0.12% +1,644 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 3,410 shares; 2025Q2: 5,879 shares; 2025Q3: 6,559 shares; 2025Q4: 6,424 shares 6,424 $391K 0.12% -135 Timeline QUAL 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: 1,147 shares; 2025Q2: 1,195 shares; 2025Q3: 1,881 shares; 2025Q4: 1,959 shares 1,959 $389K 0.12% +78 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,379 shares; 2025Q2: 2,593 shares; 2025Q3: 2,942 shares; 2025Q4: 2,967 shares 2,967 $389K 0.12% +25 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,468 shares; 2025Q2: 7,299 shares; 2025Q3: 7,431 shares; 2025Q4: 10,437 shares 10,437 $386K 0.12% +3,006 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: 1,378 shares; 2025Q1: 893 shares; 2025Q2: 993 shares; 2025Q3: 1,030 shares; 2025Q4: 1,117 shares 1,117 $384K 0.12% +87 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: 883 shares; 2025Q1: 610 shares; 2025Q2: 1,567 shares; 2025Q3: 1,682 shares; 2025Q4: 1,448 shares 1,448 $384K 0.12% -234 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP 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: not reported; 2025Q3: not reported; 2025Q4: 980 shares 980 $383K 0.12% new 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: 1,150 shares; 2025Q1: 2,190 shares; 2025Q2: 2,347 shares; 2025Q3: 2,363 shares; 2025Q4: 1,806 shares 1,806 $383K 0.12% -557 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,415 shares; 2025Q2: 7,926 shares; 2025Q3: 10,020 shares; 2025Q4: 9,912 shares 9,912 $380K 0.12% -108 Timeline XOP 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: 2,605 shares; 2025Q1: 2,646 shares; 2025Q2: 2,647 shares; 2025Q3: 2,648 shares; 2025Q4: 2,999 shares 2,999 $379K 0.12% +351 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,565 shares; 2025Q2: 2,664 shares; 2025Q3: 2,723 shares; 2025Q4: 2,720 shares 2,720 $375K 0.12% -3 Timeline LGOV 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: 4,442 shares; 2025Q2: 4,447 shares; 2025Q3: 17,460 shares; 2025Q4: 17,080 shares 17,080 $373K 0.12% -380 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 2,769 shares; 2025Q2: 2,846 shares; 2025Q3: 2,745 shares; 2025Q4: 2,732 shares 2,732 $369K 0.12% -13 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER 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: 5,578 shares; 2025Q2: 5,692 shares; 2025Q3: 5,822 shares; 2025Q4: 5,711 shares 5,711 $368K 0.12% -111 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: not reported; 2025Q1: 965 shares; 2025Q2: 815 shares; 2025Q3: 1,425 shares; 2025Q4: 1,615 shares 1,615 $365K 0.11% +190 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,700 shares; 2025Q1: 6,750 shares; 2025Q2: 7,250 shares; 2025Q3: 7,300 shares; 2025Q4: 7,325 shares 7,325 $364K 0.11% +25 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,012 shares; 2025Q1: 27,212 shares; 2025Q2: 23,012 shares; 2025Q3: 14,012 shares; 2025Q4: 13,824 shares 13,824 $357K 0.11% -188 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM 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: not reported; 2025Q3: not reported; 2025Q4: 9,050 shares 9,050 $355K 0.11% new Timeline OLN OLIN CORP More: the full row for OLIN 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: 17,000 shares 17,000 $354K 0.11% new 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: not reported; 2025Q1: 3,765 shares; 2025Q2: 5,635 shares; 2025Q3: 6,139 shares; 2025Q4: 5,666 shares 5,666 $354K 0.11% -473 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,521 shares 5,521 $348K 0.11% +21 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: 16,451 shares; 2025Q1: 5,345 shares; 2025Q2: 6,107 shares; 2025Q3: 6,796 shares; 2025Q4: 7,127 shares 7,127 $344K 0.11% +331 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 5,479 shares; 2025Q2: 5,889 shares; 2025Q3: 6,040 shares; 2025Q4: 6,065 shares 6,065 $343K 0.11% +25 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: 8,784 shares; 2025Q1: 9,322 shares; 2025Q2: 11,733 shares; 2025Q3: 13,534 shares; 2025Q4: 13,749 shares 13,749 $342K 0.11% +215 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: 807 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 969 shares 969 $342K 0.11% +158 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,550 shares; 2025Q1: 2,487 shares; 2025Q2: 2,469 shares; 2025Q3: 2,698 shares; 2025Q4: 2,836 shares 2,836 $338K 0.11% +138 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: not reported; 2025Q1: 3,484 shares; 2025Q2: 4,176 shares; 2025Q3: 7,988 shares; 2025Q4: 7,332 shares 7,332 $338K 0.11% -656 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: not reported; 2025Q1: 1,889 shares; 2025Q2: 2,523 shares; 2025Q3: 3,762 shares; 2025Q4: 6,050 shares 6,050 $333K 0.1% +2,288 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,729 shares; 2025Q1: 2,336 shares; 2025Q2: 2,021 shares; 2025Q3: 2,021 shares; 2025Q4: 2,033 shares 2,033 $332K 0.1% +12 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC 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: 2,193 shares; 2025Q2: 2,794 shares; 2025Q3: 2,245 shares; 2025Q4: 2,165 shares 2,165 $325K 0.1% -80 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: 610 shares; 2025Q1: 650 shares; 2025Q2: 639 shares; 2025Q3: 674 shares; 2025Q4: 375 shares 375 $323K 0.1% -299 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,907 shares; 2025Q1: 3,834 shares; 2025Q2: 3,239 shares; 2025Q3: 3,865 shares; 2025Q4: 3,918 shares 3,918 $323K 0.1% +53 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: not reported; 2025Q1: 4,287 shares; 2025Q2: 3,837 shares; 2025Q3: 3,837 shares; 2025Q4: 11,865 shares 11,865 $319K 0.1% +8,028 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: not reported; 2025Q1: 846 shares; 2025Q2: 854 shares; 2025Q3: 650 shares; 2025Q4: 674 shares 674 $319K 0.1% +24 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,100 shares; 2025Q1: 38,900 shares; 2025Q2: 39,100 shares; 2025Q3: 24,100 shares; 2025Q4: 26,000 shares 26,000 $317K 0.1% +1,900 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: not reported; 2025Q1: 5,971 shares; 2025Q2: 6,705 shares; 2025Q3: 7,384 shares; 2025Q4: 4,075 shares 4,075 $314K 0.1% -3,309 Timeline REET 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: 12,501 shares 12,501 $312K 0.1% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,490 shares; 2025Q1: 3,530 shares; 2025Q2: 3,899 shares; 2025Q3: 2,881 shares; 2025Q4: 3,125 shares 3,125 $310K 0.1% +244 Timeline CMBT CMB.TECH NV More: the full row for CMB.TECH 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: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 31,890 shares 31,890 $308K 0.1% +31,600 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,073 shares; 2025Q1: 2,245 shares; 2025Q2: 2,245 shares; 2025Q3: 2,224 shares; 2025Q4: 2,202 shares 2,202 $306K 0.1% -22 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP 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: 3,103 shares; 2025Q2: 3,281 shares; 2025Q3: 3,150 shares; 2025Q4: 3,162 shares 3,162 $303K 0.1% +12 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: not reported; 2025Q1: 18,778 shares; 2025Q2: 3,112 shares; 2025Q3: 3,254 shares; 2025Q4: 3,312 shares 3,312 $303K 0.1% +58 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 2,911 shares; 2025Q2: 2,950 shares; 2025Q3: 6,820 shares; 2025Q4: 6,875 shares 6,875 $301K 0.09% +55 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 15,550 shares 15,550 $298K 0.09% +12,050 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: 906 shares; 2025Q1: 2,076 shares; 2025Q2: 2,137 shares; 2025Q3: 2,196 shares; 2025Q4: 1,234 shares 1,234 $298K 0.09% -962 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: 1,503 shares; 2025Q2: 1,566 shares; 2025Q3: 1,762 shares; 2025Q4: 934 shares 934 $297K 0.09% -828 Timeline IQSI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,917 shares; 2025Q4: 8,457 shares 8,457 $297K 0.09% -460 Timeline FIIG 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: 4,561 shares; 2025Q2: 4,567 shares; 2025Q3: 14,703 shares; 2025Q4: 13,991 shares 13,991 $297K 0.09% -712 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,408 shares; 2025Q2: 3,476 shares; 2025Q3: 3,490 shares; 2025Q4: 3,571 shares 3,571 $296K 0.09% +81 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: 1,119 shares; 2025Q1: 2,119 shares; 2025Q2: 1,995 shares; 2025Q3: 2,101 shares; 2025Q4: 997 shares 997 $295K 0.09% -1,104 Timeline EUSB 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: 1,509 shares; 2025Q2: 1,235 shares; 2025Q3: 6,339 shares; 2025Q4: 6,701 shares 6,701 $294K 0.09% +362 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL 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: 5,119 shares; 2025Q2: 5,008 shares; 2025Q3: 4,875 shares; 2025Q4: 5,023 shares 5,023 $293K 0.09% +148 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 98 shares; 2025Q2: 549 shares; 2025Q3: 1,058 shares; 2025Q4: 3,581 shares 3,581 $293K 0.09% +2,523 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,173 shares; 2025Q1: 1,117 shares; 2025Q2: 1,090 shares; 2025Q3: 1,100 shares; 2025Q4: 686 shares 686 $293K 0.09% -414 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 3,178 shares 3,178 $292K 0.09% new Timeline VXX 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: not reported; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: not reported; 2025Q4: 11,000 shares 11,000 $291K 0.09% new 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: 1,428 shares; 2025Q1: 1,246 shares; 2025Q2: 1,179 shares; 2025Q3: 1,143 shares; 2025Q4: 552 shares 552 $288K 0.09% -591 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,205 shares; 2025Q1: 4,205 shares; 2025Q2: 4,205 shares; 2025Q3: 4,205 shares; 2025Q4: 4,205 shares 4,205 $287K 0.09% 0 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: not reported; 2025Q1: 11,591 shares; 2025Q2: 11,646 shares; 2025Q3: 12,743 shares; 2025Q4: 12,110 shares 12,110 $287K 0.09% -633 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: 1,837 shares; 2025Q1: 872 shares; 2025Q2: 528 shares; 2025Q3: 502 shares; 2025Q4: 503 shares 503 $287K 0.09% +1 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: not reported; 2025Q1: 2,037 shares; 2025Q2: 2,907 shares; 2025Q3: 3,070 shares; 2025Q4: 5,323 shares 5,323 $286K 0.09% +2,253 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,554 shares; 2025Q2: 1,567 shares; 2025Q3: 1,502 shares; 2025Q4: 1,541 shares 1,541 $286K 0.09% +39 Timeline VAL VALARIS LTD More: the full row for VALARIS 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: 5,600 shares 5,600 $282K 0.09% new 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: 14,323 shares; 2025Q1: 15,585 shares; 2025Q2: 10,737 shares; 2025Q3: 10,737 shares; 2025Q4: 10,737 shares 10,737 $282K 0.09% 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: 5,324 shares; 2025Q1: 5,291 shares; 2025Q2: 5,267 shares; 2025Q3: 4,940 shares; 2025Q4: 5,227 shares 5,227 $282K 0.09% +287 Timeline IXUS 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: 4,892 shares; 2025Q1: 3,970 shares; 2025Q2: 4,030 shares; 2025Q3: 3,897 shares; 2025Q4: 3,317 shares 3,317 $281K 0.09% -580 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,000 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares; 2025Q3: 24,000 shares; 2025Q4: 24,000 shares 24,000 $280K 0.09% 0 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,773 shares; 2025Q2: 1,778 shares; 2025Q3: 5,537 shares; 2025Q4: 5,585 shares 5,585 $279K 0.09% +48 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: not reported; 2025Q1: 1,988 shares; 2025Q2: 4,409 shares; 2025Q3: 4,288 shares; 2025Q4: 3,444 shares 3,444 $276K 0.09% -844 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 4,201 shares 4,201 $275K 0.09% new Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,000 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $275K 0.09% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,365 shares; 2025Q1: 3,543 shares; 2025Q2: 4,092 shares; 2025Q3: 2,888 shares; 2025Q4: 3,275 shares 3,275 $271K 0.09% +387 Timeline EFG 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: 2,002 shares; 2025Q2: 2,084 shares; 2025Q3: 2,369 shares; 2025Q4: 2,377 shares 2,377 $271K 0.09% +8 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,650 shares; 2025Q2: 3,400 shares; 2025Q3: 3,492 shares; 2025Q4: 3,150 shares 3,150 $270K 0.08% -342 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: not reported; 2025Q1: 937 shares; 2025Q2: 1,293 shares; 2025Q3: 1,357 shares; 2025Q4: 1,405 shares 1,405 $268K 0.08% +48 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: 963 shares; 2025Q1: 1,875 shares; 2025Q2: 2,103 shares; 2025Q3: 2,100 shares; 2025Q4: 1,160 shares 1,160 $268K 0.08% -940 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: 10,449 shares; 2025Q1: 6,402 shares; 2025Q2: 6,380 shares; 2025Q3: 5,923 shares; 2025Q4: 6,247 shares 6,247 $268K 0.08% +324 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,775 shares; 2025Q1: 1,750 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares 1,450 $268K 0.08% 0 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: not reported; 2025Q1: 5,716 shares; 2025Q2: 5,716 shares; 2025Q3: 5,716 shares; 2025Q4: 5,716 shares 5,716 $268K 0.08% 0 Timeline USMV 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: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 2,791 shares 2,791 $263K 0.08% +2,687 Timeline SPYX 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: 3,993 shares; 2025Q4: 4,657 shares 4,657 $262K 0.08% +664 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,029 shares; 2025Q2: 1,628 shares; 2025Q3: 2,390 shares; 2025Q4: 2,809 shares 2,809 $260K 0.08% +419 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,637 shares; 2025Q1: 4,459 shares; 2025Q2: 5,866 shares; 2025Q3: 7,610 shares; 2025Q4: 2,051 shares 2,051 $258K 0.08% -5,559 Timeline IEF 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: 41,282 shares; 2025Q2: 42,890 shares; 2025Q3: 46,906 shares; 2025Q4: 2,672 shares 2,672 $257K 0.08% -44,234 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: 807 shares; 2025Q1: 770 shares; 2025Q2: 762 shares; 2025Q3: 619 shares; 2025Q4: 387 shares 387 $256K 0.08% -232 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG 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: 13,500 shares; 2025Q2: 25,000 shares; 2025Q3: 22,050 shares; 2025Q4: 10,400 shares 10,400 $253K 0.08% -11,650 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,500 shares; 2025Q3: 7,000 shares; 2025Q4: 5,534 shares 5,534 $253K 0.08% -1,466 Timeline DNOW DNOW INC More: the full row for DNOW 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: 19,000 shares 19,000 $252K 0.08% new 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: 8,931 shares; 2025Q1: 5,162 shares; 2025Q2: 5,240 shares; 2025Q3: 5,249 shares; 2025Q4: 5,317 shares 5,317 $250K 0.08% +68 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,850 shares; 2025Q3: 5,750 shares; 2025Q4: 4,901 shares 4,901 $248K 0.08% -849 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,000 shares; 2025Q1: 19,972 shares; 2025Q2: 17,972 shares; 2025Q3: 17,972 shares; 2025Q4: 15,000 shares 15,000 $247K 0.08% -2,972 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: not reported; 2025Q1: 7,727 shares; 2025Q2: 7,881 shares; 2025Q3: 7,892 shares; 2025Q4: 7,240 shares 7,240 $245K 0.08% -652 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: not reported; 2025Q1: 1,125 shares; 2025Q2: 1,421 shares; 2025Q3: 1,352 shares; 2025Q4: 1,250 shares 1,250 $244K 0.08% -102 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS 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: 4,425 shares; 2025Q2: 4,175 shares; 2025Q3: 4,175 shares; 2025Q4: 4,775 shares 4,775 $243K 0.08% +600 Timeline SMTK SMARTKEM INC More: the full row for SMARTKEM 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: 108,000 shares; 2025Q4: 227,000 shares 227,000 $242K 0.08% +119,000 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: not reported; 2025Q1: 6,577 shares; 2025Q2: 7,289 shares; 2025Q3: 7,053 shares; 2025Q4: 8,056 shares 8,056 $241K 0.08% +1,003 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: 12,538 shares; 2025Q1: 15,715 shares; 2025Q2: 16,196 shares; 2025Q3: 16,600 shares; 2025Q4: 4,735 shares 4,735 $240K 0.08% -11,865 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: 1,227 shares; 2025Q1: 1,239 shares; 2025Q2: 1,247 shares; 2025Q3: 1,299 shares; 2025Q4: 1,317 shares 1,317 $240K 0.08% +18 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: 959 shares; 2025Q1: 981 shares; 2025Q2: 1,169 shares; 2025Q3: 1,257 shares; 2025Q4: 1,228 shares 1,228 $240K 0.08% -29 Timeline PWZ 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: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: not reported; 2025Q4: 9,893 shares 9,893 $239K 0.08% new 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: not reported; 2025Q1: 216 shares; 2025Q2: 246 shares; 2025Q3: 282 shares; 2025Q4: 386 shares 386 $237K 0.07% +104 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: not reported; 2025Q1: 14,385 shares; 2025Q2: 13,910 shares; 2025Q3: 12,975 shares; 2025Q4: 852 shares 852 $236K 0.07% -12,123 Timeline DSI 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: 2,148 shares; 2025Q1: 2,052 shares; 2025Q2: 1,830 shares; 2025Q3: 1,830 shares; 2025Q4: 1,830 shares 1,830 $236K 0.07% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,643 shares; 2025Q2: 2,511 shares; 2025Q3: 2,447 shares; 2025Q4: 1,460 shares 1,460 $236K 0.07% -987 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 806 shares; 2025Q2: 1,640 shares; 2025Q3: 2,856 shares; 2025Q4: 3,390 shares 3,390 $236K 0.07% +534 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF 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: 2,456 shares; 2025Q2: 2,547 shares; 2025Q3: 2,549 shares; 2025Q4: 2,590 shares 2,590 $235K 0.07% +41 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS 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: 796 shares; 2025Q2: 845 shares; 2025Q3: 823 shares; 2025Q4: 834 shares 834 $234K 0.07% +11 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: not reported; 2025Q1: 1,259 shares; 2025Q2: 1,549 shares; 2025Q3: 1,634 shares; 2025Q4: 1,066 shares 1,066 $234K 0.07% -568 Timeline TLH 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: 2,056 shares; 2025Q1: 2,133 shares; 2025Q2: 2,127 shares; 2025Q3: 2,295 shares; 2025Q4: 2,298 shares 2,298 $234K 0.07% +3 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: 1,802 shares; 2025Q2: 1,804 shares; 2025Q3: 2,504 shares; 2025Q4: 2,409 shares 2,409 $233K 0.07% -95 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: 1,008 shares; 2025Q1: 608 shares; 2025Q2: 609 shares; 2025Q3: 570 shares; 2025Q4: 706 shares 706 $233K 0.07% +136 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,032 shares; 2025Q1: 1,924 shares; 2025Q2: 1,934 shares; 2025Q3: 1,892 shares; 2025Q4: 883 shares 883 $232K 0.07% -1,009 Timeline SBIO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,180 shares; 2025Q2: 4,680 shares; 2025Q3: 4,680 shares; 2025Q4: 4,480 shares 4,480 $229K 0.07% -200 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: not reported; 2025Q1: 241 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 802 shares 802 $229K 0.07% +422 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: 901 shares; 2025Q1: 604 shares; 2025Q2: 576 shares; 2025Q3: 635 shares; 2025Q4: 697 shares 697 $228K 0.07% +62 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: 1,896 shares; 2025Q1: 1,980 shares; 2025Q2: 1,808 shares; 2025Q3: 1,947 shares; 2025Q4: 2,122 shares 2,122 $227K 0.07% +175 Timeline VTHR 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,091 shares; 2025Q4: 755 shares 755 $227K 0.07% -336 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA 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: 1,544 shares; 2025Q2: 1,395 shares; 2025Q3: 1,322 shares; 2025Q4: 1,257 shares 1,257 $224K 0.07% -65 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: not reported; 2025Q1: 2,895 shares; 2025Q2: 2,783 shares; 2025Q3: 3,122 shares; 2025Q4: 2,824 shares 2,824 $224K 0.07% -298 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I 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: 6,689 shares; 2025Q4: 7,186 shares 7,186 $222K 0.07% +497 Timeline TS TENARIS S A More: the full row for TENARIS 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: 5,341 shares; 2025Q2: 5,505 shares; 2025Q3: 5,539 shares; 2025Q4: 5,649 shares 5,649 $217K 0.07% +110 Timeline FTGS 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: 2,616 shares; 2025Q2: 2,634 shares; 2025Q3: 6,372 shares; 2025Q4: 6,058 shares 6,058 $214K 0.07% -314 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: 532 shares; 2025Q1: 498 shares; 2025Q2: 502 shares; 2025Q3: 496 shares; 2025Q4: 313 shares 313 $212K 0.07% -183 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: not reported; 2025Q1: 1,897 shares; 2025Q2: 2,044 shares; 2025Q3: 2,086 shares; 2025Q4: 2,193 shares 2,193 $211K 0.07% +107 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,981 shares; 2025Q1: 1,892 shares; 2025Q2: 1,845 shares; 2025Q3: 1,851 shares; 2025Q4: 1,896 shares 1,896 $208K 0.07% +45 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: not reported; 2025Q1: 1,688 shares; 2025Q2: 1,298 shares; 2025Q3: 1,495 shares; 2025Q4: 1,279 shares 1,279 $205K 0.06% -216 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE 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: 1,782 shares; 2025Q2: 1,812 shares; 2025Q3: 2,060 shares; 2025Q4: 1,989 shares 1,989 $205K 0.06% -71 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,638 shares; 2025Q2: 3,647 shares; 2025Q3: 10,480 shares; 2025Q4: 10,625 shares 10,625 $204K 0.06% +145 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,000 shares; 2025Q1: 40,000 shares; 2025Q2: not reported; 2025Q3: 19,300 shares; 2025Q4: 13,800 shares 13,800 $201K 0.06% -5,500 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,034 shares; 2025Q2: 8,260 shares; 2025Q3: 8,345 shares; 2025Q4: 5,530 shares 5,530 $201K 0.06% -2,815 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,761 shares; 2025Q2: 5,761 shares; 2025Q3: 7,377 shares; 2025Q4: 7,377 shares 7,377 $201K 0.06% 0 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: not reported; 2025Q1: 2,016 shares; 2025Q2: 1,753 shares; 2025Q3: 2,123 shares; 2025Q4: 2,073 shares 2,073 $197K 0.06% -50 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: 3,223 shares; 2025Q1: 2,972 shares; 2025Q2: 2,955 shares; 2025Q3: 2,871 shares; 2025Q4: 1,447 shares 1,447 $197K 0.06% -1,424 Timeline DFSB 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: 3,565 shares; 2025Q4: 3,796 shares 3,796 $197K 0.06% +231 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,416 shares; 2025Q2: 1,409 shares; 2025Q3: 2,629 shares; 2025Q4: 2,449 shares 2,449 $195K 0.06% -180 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: 2,473 shares; 2025Q1: 2,361 shares; 2025Q2: 2,190 shares; 2025Q3: 2,311 shares; 2025Q4: 2,419 shares 2,419 $194K 0.06% +108 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: not reported; 2025Q1: 88 shares; 2025Q2: 508 shares; 2025Q3: 792 shares; 2025Q4: 906 shares 906 $194K 0.06% +114 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: 1,389 shares; 2025Q1: 765 shares; 2025Q2: 716 shares; 2025Q3: 949 shares; 2025Q4: 1,342 shares 1,342 $193K 0.06% +393 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: not reported; 2025Q1: 12,500 shares; 2025Q2: 15,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $192K 0.06% 0 Timeline JUST 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: not reported; 2025Q1: 1,202 shares; 2025Q2: 1,202 shares; 2025Q3: 1,983 shares; 2025Q4: 1,986 shares 1,986 $192K 0.06% +3 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $192K 0.06% new Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE 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: 10,000 shares 10,000 $188K 0.06% new Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,888 shares; 2025Q2: 7,979 shares; 2025Q3: 7,938 shares; 2025Q4: 7,873 shares 7,873 $188K 0.06% -65 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: not reported; 2025Q1: 5,224 shares; 2025Q2: 5,224 shares; 2025Q3: 4,722 shares; 2025Q4: 4,722 shares 4,722 $187K 0.06% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,153 shares; 2025Q2: 1,973 shares; 2025Q3: 1,973 shares; 2025Q4: 2,397 shares 2,397 $186K 0.06% +424 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares 5,000 $186K 0.06% new 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: not reported; 2025Q1: 734 shares; 2025Q2: 712 shares; 2025Q3: 704 shares; 2025Q4: 637 shares 637 $185K 0.06% -67 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,203 shares; 2025Q3: 1,203 shares; 2025Q4: 1,210 shares 1,210 $184K 0.06% +7 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 4,740 shares; 2025Q2: 6,354 shares; 2025Q3: 6,459 shares; 2025Q4: 6,475 shares 6,475 $182K 0.06% +16 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: not reported; 2025Q1: 111 shares; 2025Q2: 170 shares; 2025Q3: 141 shares; 2025Q4: 3,530 shares 3,530 $180K 0.06% +3,389 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,650 shares; 2025Q1: 8,750 shares; 2025Q2: 3,450 shares; 2025Q3: 3,450 shares; 2025Q4: 2,903 shares 2,903 $179K 0.06% -547 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130 shares; 2025Q3: 302 shares; 2025Q4: 1,028 shares 1,028 $179K 0.06% +726 Timeline FMF 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: 1,992 shares; 2025Q2: 1,992 shares; 2025Q3: 4,089 shares; 2025Q4: 3,791 shares 3,791 $178K 0.06% -298 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,225 shares; 2025Q4: 20,600 shares 20,600 $177K 0.06% -4,625 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,151 shares 1,151 $176K 0.06% +64 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 2,904 shares; 2025Q2: 2,355 shares; 2025Q3: 2,355 shares; 2025Q4: 2,355 shares 2,355 $174K 0.05% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 37,304 shares; 2025Q2: 19,630 shares; 2025Q3: 1,884 shares; 2025Q4: 1,559 shares 1,559 $172K 0.05% -325 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: not reported; 2025Q1: 943 shares; 2025Q2: 1,000 shares; 2025Q3: 989 shares; 2025Q4: 754 shares 754 $172K 0.05% -235 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: 2,138 shares; 2025Q1: 2,035 shares; 2025Q2: 1,949 shares; 2025Q3: 1,885 shares; 2025Q4: 1,057 shares 1,057 $171K 0.05% -828 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: not reported; 2025Q1: 666 shares; 2025Q2: 704 shares; 2025Q3: 757 shares; 2025Q4: 807 shares 807 $171K 0.05% +50 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: not reported; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 1,077 shares; 2025Q4: 7,314 shares 7,314 $171K 0.05% +6,237 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 318 shares; 2025Q2: 4,662 shares; 2025Q3: 4,664 shares; 2025Q4: 4,629 shares 4,629 $169K 0.05% -35 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: not reported; 2025Q1: 527 shares; 2025Q2: 518 shares; 2025Q3: 524 shares; 2025Q4: 651 shares 651 $167K 0.05% +127 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: not reported; 2025Q1: 2,039 shares; 2025Q2: 2,560 shares; 2025Q3: 2,633 shares; 2025Q4: 3,064 shares 3,064 $165K 0.05% +431 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,777 shares; 2025Q1: 10,054 shares; 2025Q2: 7,147 shares; 2025Q3: 7,537 shares; 2025Q4: 7,384 shares 7,384 $165K 0.05% -153 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 271 shares; 2025Q4: 565 shares 565 $163K 0.05% +294 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: not reported; 2025Q1: 3,379 shares; 2025Q2: 3,349 shares; 2025Q3: 3,206 shares; 2025Q4: 4,946 shares 4,946 $162K 0.05% +1,740 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: 451 shares; 2025Q1: 424 shares; 2025Q2: 413 shares; 2025Q3: 416 shares; 2025Q4: 316 shares 316 $162K 0.05% -100 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,319 shares; 2025Q2: 2,819 shares; 2025Q3: 4,716 shares; 2025Q4: 4,716 shares 4,716 $162K 0.05% 0 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: not reported; 2025Q1: 232 shares; 2025Q2: 336 shares; 2025Q3: 594 shares; 2025Q4: 1,819 shares 1,819 $161K 0.05% +1,225 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 944 shares; 2025Q1: 1,713 shares; 2025Q2: 1,865 shares; 2025Q3: 1,901 shares; 2025Q4: 790 shares 790 $160K 0.05% -1,111 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,868 shares; 2025Q1: 1,498 shares; 2025Q2: 1,292 shares; 2025Q3: 1,304 shares; 2025Q4: 1,365 shares 1,365 $160K 0.05% +61 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: 2,850 shares; 2025Q1: 3,187 shares; 2025Q2: 3,179 shares; 2025Q3: 3,575 shares; 2025Q4: 696 shares 696 $159K 0.05% -2,879 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: not reported; 2025Q1: 85 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 2,907 shares 2,907 $159K 0.05% +2,798 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: not reported; 2025Q1: 869 shares; 2025Q2: 312 shares; 2025Q3: 332 shares; 2025Q4: 517 shares 517 $159K 0.05% +185 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,656 shares; 2025Q2: 4,775 shares; 2025Q3: 5,188 shares; 2025Q4: 3,637 shares 3,637 $159K 0.05% -1,551 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: not reported; 2025Q1: 219 shares; 2025Q2: 308 shares; 2025Q3: 423 shares; 2025Q4: 451 shares 451 $159K 0.05% +28 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,608 shares; 2025Q1: 1,525 shares; 2025Q2: 1,491 shares; 2025Q3: 1,451 shares; 2025Q4: 651 shares 651 $158K 0.05% -800 Timeline GNK GENCO SHIPPING & TRADING LTD More: the full row for GENCO SHIPPING & TRADING 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: 1,500 shares; 2025Q3: 21,600 shares; 2025Q4: 8,500 shares 8,500 $157K 0.05% -13,100 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,004 shares; 2025Q2: 4,532 shares; 2025Q3: 4,532 shares; 2025Q4: 4,386 shares 4,386 $156K 0.05% -146 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,358 shares; 2025Q2: 1,359 shares; 2025Q3: 1,850 shares; 2025Q4: 1,809 shares 1,809 $156K 0.05% -41 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: 732 shares; 2025Q1: 399 shares; 2025Q2: 420 shares; 2025Q3: 503 shares; 2025Q4: 495 shares 495 $155K 0.05% -8 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,716 shares; 2025Q2: 2,700 shares; 2025Q3: 2,724 shares; 2025Q4: 3,291 shares 3,291 $153K 0.05% +567 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,224 shares; 2025Q2: 6,530 shares; 2025Q3: 6,488 shares; 2025Q4: 6,550 shares 6,550 $153K 0.05% +62 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: not reported; 2025Q1: 196 shares; 2025Q2: 304 shares; 2025Q3: 312 shares; 2025Q4: 269 shares 269 $152K 0.05% -43 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: not reported; 2025Q1: 462 shares; 2025Q2: 478 shares; 2025Q3: 473 shares; 2025Q4: 550 shares 550 $149K 0.05% +77 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS 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: 2,058 shares 2,058 $149K 0.05% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 900 shares 900 $147K 0.05% +678 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: not reported; 2025Q4: 2,971 shares 2,971 $146K 0.05% new 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: 2,914 shares; 2025Q2: 2,953 shares; 2025Q3: 1,920 shares; 2025Q4: 1,100 shares 1,100 $146K 0.05% -820 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: not reported; 2025Q1: 537 shares; 2025Q2: 743 shares; 2025Q3: 944 shares; 2025Q4: 788 shares 788 $145K 0.05% -156 Timeline FDL 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: 846 shares; 2025Q2: 1,983 shares; 2025Q3: 1,983 shares; 2025Q4: 3,270 shares 3,270 $145K 0.05% +1,287 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: not reported; 2025Q1: 1,036 shares; 2025Q2: 1,154 shares; 2025Q3: 1,224 shares; 2025Q4: 1,567 shares 1,567 $145K 0.05% +343 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 835 shares; 2025Q2: 862 shares; 2025Q3: 871 shares; 2025Q4: 901 shares 901 $144K 0.05% +30 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN 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: 2,084 shares; 2025Q2: 2,005 shares; 2025Q3: 2,065 shares; 2025Q4: 2,103 shares 2,103 $144K 0.05% +38 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP 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: 505 shares; 2025Q2: 550 shares; 2025Q3: 544 shares; 2025Q4: 572 shares 572 $144K 0.05% +28 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: not reported; 2025Q1: 339 shares; 2025Q2: 363 shares; 2025Q3: 365 shares; 2025Q4: 1,784 shares 1,784 $142K 0.04% +1,419 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE 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: 1,334 shares; 2025Q2: 1,345 shares; 2025Q3: 1,351 shares; 2025Q4: 1,378 shares 1,378 $141K 0.04% +27 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: 1,884 shares; 2025Q1: 1,822 shares; 2025Q2: 1,851 shares; 2025Q3: 1,969 shares; 2025Q4: 626 shares 626 $140K 0.04% -1,343 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO 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: 10,715 shares; 2025Q2: 10,705 shares; 2025Q3: 10,808 shares; 2025Q4: 11,798 shares 11,798 $140K 0.04% +990 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH 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: 831 shares; 2025Q2: 858 shares; 2025Q3: 858 shares; 2025Q4: 938 shares 938 $140K 0.04% +80 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 213 shares; 2025Q2: 205 shares; 2025Q3: 240 shares; 2025Q4: 335 shares 335 $138K 0.04% +95 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA 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: 629 shares; 2025Q2: 656 shares; 2025Q3: 642 shares; 2025Q4: 670 shares 670 $136K 0.04% +28 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: not reported; 2025Q1: 3,801 shares; 2025Q2: 3,808 shares; 2025Q3: 5,017 shares; 2025Q4: 5,130 shares 5,130 $136K 0.04% +113 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: not reported; 2025Q1: 598 shares; 2025Q2: 618 shares; 2025Q3: 647 shares; 2025Q4: 649 shares 649 $135K 0.04% +2 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: 1,970 shares; 2025Q2: 1,820 shares; 2025Q3: 2,142 shares; 2025Q4: 1,155 shares 1,155 $135K 0.04% -987 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: 201 shares; 2025Q2: 157 shares; 2025Q3: 161 shares; 2025Q4: 123 shares 123 $132K 0.04% -38 Timeline VOX 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: not reported; 2025Q1: 559 shares; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 673 shares 673 $130K 0.04% -14 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: 1,175 shares; 2025Q2: 1,196 shares; 2025Q3: 1,263 shares; 2025Q4: 1,612 shares 1,612 $130K 0.04% +349 Timeline ESGE 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: 2,756 shares; 2025Q2: 2,492 shares; 2025Q3: 2,492 shares; 2025Q4: 2,941 shares 2,941 $130K 0.04% +449 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: not reported; 2025Q1: 275 shares; 2025Q2: 491 shares; 2025Q3: 484 shares; 2025Q4: 1,034 shares 1,034 $130K 0.04% +550 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,867 shares 4,867 $129K 0.04% new 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: not reported; 2025Q1: 1,917 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 611 shares 611 $128K 0.04% +363 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares 155 $127K 0.04% 0 Timeline INGR INGREDION INC More: the full row for INGREDION 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: 1,000 shares; 2025Q2: 1,077 shares; 2025Q3: 1,091 shares; 2025Q4: 1,150 shares 1,150 $127K 0.04% +59 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 41,786 shares; 2025Q2: 42,611 shares; 2025Q3: 45,555 shares; 2025Q4: 2,490 shares 2,490 $126K 0.04% -43,065 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,694 shares; 2025Q1: 8,658 shares; 2025Q2: 7,851 shares; 2025Q3: 6,551 shares; 2025Q4: 4,725 shares 4,725 $124K 0.04% -1,826 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND 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: 7,291 shares 7,291 $124K 0.04% new 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: not reported; 2025Q1: 1,484 shares; 2025Q2: 1,695 shares; 2025Q3: 1,546 shares; 2025Q4: 1,324 shares 1,324 $123K 0.04% -222 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: not reported; 2025Q1: 4,395 shares; 2025Q2: 4,422 shares; 2025Q3: 4,449 shares; 2025Q4: 4,449 shares 4,449 $122K 0.04% 0 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE 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: 2,721 shares; 2025Q2: 2,868 shares; 2025Q3: 2,963 shares; 2025Q4: 3,090 shares 3,090 $120K 0.04% +127 Timeline EOG EOG RES INC More: the full row for EOG RES 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: 945 shares; 2025Q2: 780 shares; 2025Q3: 791 shares; 2025Q4: 1,147 shares 1,147 $120K 0.04% +356 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 448 shares; 2025Q3: 474 shares; 2025Q4: 2,237 shares 2,237 $120K 0.04% +1,763 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 123 shares; 2025Q2: 1,925 shares; 2025Q3: 1,856 shares; 2025Q4: 1,318 shares 1,318 $120K 0.04% -538 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: not reported; 2025Q1: 50 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 768 shares 768 $119K 0.04% +703 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: not reported; 2025Q1: 174 shares; 2025Q2: 274 shares; 2025Q3: 273 shares; 2025Q4: 321 shares 321 $119K 0.04% +48 Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 1,968 shares 1,968 $118K 0.04% new Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD 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: 2,209 shares; 2025Q2: 2,209 shares; 2025Q3: 4,887 shares; 2025Q4: 4,345 shares 4,345 $118K 0.04% -542 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 219 shares; 2025Q2: 239 shares; 2025Q3: 263 shares; 2025Q4: 256 shares 256 $116K 0.04% -7 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: not reported; 2025Q1: 19 shares; 2025Q2: 60 shares; 2025Q3: 85 shares; 2025Q4: 132 shares 132 $116K 0.04% +47 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT 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: 2,991 shares; 2025Q2: 3,059 shares; 2025Q3: 2,895 shares; 2025Q4: 1,455 shares 1,455 $116K 0.04% -1,440 Timeline SHEL SHELL PLC More: the full row for SHELL 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: 295 shares; 2025Q2: 1,460 shares; 2025Q3: 1,471 shares; 2025Q4: 1,577 shares 1,577 $116K 0.04% +106 Timeline QQQJ 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: 3,115 shares; 2025Q4: 3,115 shares 3,115 $115K 0.04% 0 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: 764 shares; 2025Q1: 593 shares; 2025Q2: 644 shares; 2025Q3: 746 shares; 2025Q4: 415 shares 415 $114K 0.04% -331 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: 2,511 shares; 2025Q1: 672 shares; 2025Q2: 818 shares; 2025Q3: 825 shares; 2025Q4: 926 shares 926 $114K 0.04% +101 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: 1,392 shares; 2025Q2: 1,372 shares; 2025Q3: 1,441 shares; 2025Q4: 1,563 shares 1,563 $114K 0.04% +122 Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE 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: 1,339 shares; 2025Q4: 3,803 shares 3,803 $113K 0.04% +2,464 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 367 shares; 2025Q2: 399 shares; 2025Q3: 452 shares; 2025Q4: 737 shares 737 $113K 0.04% +285 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: 17 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares 21 $112K 0.04% 0 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: not reported; 2025Q1: 51 shares; 2025Q2: 66 shares; 2025Q3: 149 shares; 2025Q4: 170 shares 170 $111K 0.03% +21 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: not reported; 2025Q1: 519 shares; 2025Q2: 1,914 shares; 2025Q3: 1,772 shares; 2025Q4: 2,371 shares 2,371 $111K 0.03% +599 Timeline IQSM NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,259 shares; 2025Q4: 3,186 shares 3,186 $110K 0.03% -73 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: not reported; 2025Q1: 1,147 shares; 2025Q2: 1,440 shares; 2025Q3: 1,448 shares; 2025Q4: 599 shares 599 $110K 0.03% -849 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: not reported; 2025Q1: 537 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 827 shares 827 $110K 0.03% +810 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: not reported; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 708 shares 708 $110K 0.03% +451 Timeline SPIP 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: 4,237 shares; 2025Q2: 4,237 shares; 2025Q3: 4,237 shares; 2025Q4: 4,213 shares 4,213 $109K 0.03% -24 Timeline USXF 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: 2,389 shares; 2025Q2: 1,898 shares; 2025Q3: 1,898 shares; 2025Q4: 1,898 shares 1,898 $109K 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: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 221 shares; 2025Q4: 1,162 shares 1,162 $109K 0.03% +941 Timeline LEN LENNAR CORP More: the full row for LENNAR 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: 903 shares; 2025Q2: 956 shares; 2025Q3: 971 shares; 2025Q4: 1,059 shares 1,059 $109K 0.03% +88 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 170 shares; 2025Q2: 520 shares; 2025Q3: 526 shares; 2025Q4: 526 shares 526 $108K 0.03% 0 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: not reported; 2025Q1: 482 shares; 2025Q2: 794 shares; 2025Q3: 868 shares; 2025Q4: 725 shares 725 $108K 0.03% -143 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO 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: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,012 shares; 2025Q4: 3,016 shares 3,016 $107K 0.03% +4 Timeline GRAL GRAIL INC More: the full row for GRAIL 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: 1,250 shares 1,250 $107K 0.03% +250 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,684 shares; 2025Q2: 2,436 shares; 2025Q3: 2,315 shares; 2025Q4: 2,886 shares 2,886 $106K 0.03% +571 Timeline PPL PPL CORP More: the full row for PPL 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: 1,697 shares; 2025Q2: 1,772 shares; 2025Q3: 1,772 shares; 2025Q4: 3,012 shares 3,012 $105K 0.03% +1,240 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 583 shares 583 $105K 0.03% +18 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,441 shares; 2025Q2: 1,072 shares; 2025Q3: 1,089 shares; 2025Q4: 1,189 shares 1,189 $105K 0.03% +100 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM 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: 27 shares; 2025Q3: 14 shares; 2025Q4: 760 shares 760 $105K 0.03% +746 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,460 shares; 2025Q1: 848 shares; 2025Q2: 568 shares; 2025Q3: 525 shares; 2025Q4: 549 shares 549 $103K 0.03% +24 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,239 shares; 2025Q1: 1,779 shares; 2025Q2: 1,835 shares; 2025Q3: 1,640 shares; 2025Q4: 1,221 shares 1,221 $103K 0.03% -419 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP 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: 614 shares; 2025Q2: 722 shares; 2025Q3: 698 shares; 2025Q4: 302 shares 302 $102K 0.03% -396 Timeline SHE 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: 156 shares; 2025Q2: 156 shares; 2025Q3: 777 shares; 2025Q4: 775 shares 775 $102K 0.03% -2 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 317 shares; 2025Q4: 262 shares 262 $102K 0.03% -55 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S 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: 3,304 shares 3,304 $102K 0.03% new Timeline BGRN 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: 1,968 shares; 2025Q4: 2,074 shares 2,074 $99.4K 0.03% +106 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS 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: 347 shares; 2025Q2: 358 shares; 2025Q3: 345 shares; 2025Q4: 341 shares 341 $98.3K 0.03% -4 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: not reported; 2025Q1: 1,369 shares; 2025Q2: 1,128 shares; 2025Q3: 1,147 shares; 2025Q4: 1,640 shares 1,640 $96.3K 0.03% +493 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: not reported; 2025Q1: 367 shares; 2025Q2: 872 shares; 2025Q3: 997 shares; 2025Q4: 993 shares 993 $95.6K 0.03% -4 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS 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: 1,525 shares; 2025Q4: 1,695 shares 1,695 $94.6K 0.03% +170 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: 2,105 shares; 2025Q1: 468 shares; 2025Q2: 465 shares; 2025Q3: 485 shares; 2025Q4: 530 shares 530 $94K 0.03% +45 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: 264 shares; 2025Q2: 268 shares; 2025Q3: 323 shares; 2025Q4: 386 shares 386 $93.6K 0.03% +63 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: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 541 shares 541 $93.2K 0.03% +530 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 23 shares; 2025Q4: 199 shares 199 $92.6K 0.03% +176 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY 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: 1,194 shares; 2025Q2: 877 shares; 2025Q3: 861 shares; 2025Q4: 873 shares 873 $92.1K 0.03% +12 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: not reported; 2025Q1: 153 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 177 shares 177 $90.3K 0.03% +15 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: 1,211 shares; 2025Q1: 2,248 shares; 2025Q2: 2,249 shares; 2025Q3: 2,254 shares; 2025Q4: 521 shares 521 $90.3K 0.03% -1,733 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: 904 shares; 2025Q1: 593 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 257 shares 257 $89.9K 0.03% -329 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 838 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares 1,004 $89.6K 0.03% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA 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: 1,601 shares; 2025Q2: 1,726 shares; 2025Q3: 1,732 shares; 2025Q4: 1,869 shares 1,869 $89.2K 0.03% +137 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: 574 shares; 2025Q1: 1,576 shares; 2025Q2: 1,681 shares; 2025Q3: 1,535 shares; 2025Q4: 331 shares 331 $88.8K 0.03% -1,204 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC 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: 1,021 shares; 2025Q2: 903 shares; 2025Q3: 971 shares; 2025Q4: 322 shares 322 $88.6K 0.03% -649 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: 2,832 shares; 2025Q1: 581 shares; 2025Q2: 611 shares; 2025Q3: 627 shares; 2025Q4: 627 shares 627 $88.4K 0.03% 0 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 497 shares; 2025Q2: 497 shares; 2025Q3: 1,108 shares; 2025Q4: 1,094 shares 1,094 $87.8K 0.03% -14 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 157 shares; 2025Q3: 168 shares; 2025Q4: 874 shares 874 $87.3K 0.03% +706 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: not reported; 2025Q1: 1,229 shares; 2025Q2: 655 shares; 2025Q3: 755 shares; 2025Q4: 755 shares 755 $87.1K 0.03% 0 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: not reported; 2025Q1: 313 shares; 2025Q2: 319 shares; 2025Q3: 364 shares; 2025Q4: 151 shares 151 $86.6K 0.03% -213 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 139 shares; 2025Q2: 2,101 shares; 2025Q3: 2,101 shares; 2025Q4: 2,086 shares 2,086 $86.5K 0.03% -15 Timeline JMOM 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: not reported; 2025Q1: 1,268 shares; 2025Q2: 1,268 shares; 2025Q3: 1,268 shares; 2025Q4: 1,268 shares 1,268 $86.4K 0.03% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT 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: 2,252 shares; 2025Q2: 2,252 shares; 2025Q3: 2,252 shares; 2025Q4: 2,252 shares 2,252 $86.3K 0.03% 0 Timeline MGV 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: not reported; 2025Q1: 370 shares; 2025Q2: 354 shares; 2025Q3: 426 shares; 2025Q4: 610 shares 610 $86.1K 0.03% +184 Timeline FTEC 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: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 378 shares 378 $84.9K 0.03% +28 Timeline SCHR 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: not reported; 2025Q1: 3,738 shares; 2025Q2: 3,432 shares; 2025Q3: 3,352 shares; 2025Q4: 3,386 shares 3,386 $84.9K 0.03% +34 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,698 shares; 2025Q1: 1,543 shares; 2025Q2: 1,547 shares; 2025Q3: 2,066 shares; 2025Q4: 624 shares 624 $84.9K 0.03% -1,442 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 84 shares; 2025Q3: 75 shares; 2025Q4: 272 shares 272 $84.9K 0.03% +197 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,791 shares; 2025Q2: 1,792 shares; 2025Q3: 1,737 shares; 2025Q4: 1,888 shares 1,888 $84.2K 0.03% +151 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 516 shares; 2025Q2: 579 shares; 2025Q3: 604 shares; 2025Q4: 703 shares 703 $84.2K 0.03% +99 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: 150 shares; 2025Q4: 177 shares 177 $83K 0.03% +27 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: not reported; 2025Q1: 190 shares; 2025Q2: 676 shares; 2025Q3: 950 shares; 2025Q4: 1,119 shares 1,119 $82.5K 0.03% +169 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO 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: 900 shares; 2025Q2: 909 shares; 2025Q3: 969 shares; 2025Q4: 977 shares 977 $81.9K 0.03% +8 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 435 shares; 2025Q2: 914 shares; 2025Q3: 1,161 shares; 2025Q4: 935 shares 935 $81.5K 0.03% -226 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 580 shares; 2025Q2: 589 shares; 2025Q3: 599 shares; 2025Q4: 1,928 shares 1,928 $80.7K 0.03% +1,329 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: not reported; 2025Q1: 956 shares; 2025Q2: 722 shares; 2025Q3: 722 shares; 2025Q4: 1,886 shares 1,886 $80.5K 0.03% +1,164 Timeline TMFC RBB FD INC More: the full row for RBB FD 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: 1,115 shares 1,115 $80K 0.03% new Timeline EZU 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: 387 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 1,247 shares 1,247 $79.9K 0.03% +860 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 800 shares; 2025Q3: 600 shares; 2025Q4: 250 shares 250 $79.7K 0.03% -350 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: not reported; 2025Q1: 1,111 shares; 2025Q2: 1,179 shares; 2025Q3: 1,233 shares; 2025Q4: 751 shares 751 $78.6K 0.02% -482 Timeline KBWP 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: 607 shares; 2025Q2: 607 shares; 2025Q3: 607 shares; 2025Q4: 607 shares 607 $77.3K 0.02% 0 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: not reported; 2025Q1: 494 shares; 2025Q2: 511 shares; 2025Q3: 327 shares; 2025Q4: 547 shares 547 $77.2K 0.02% +220 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: 2,457 shares; 2025Q1: 476 shares; 2025Q2: 248 shares; 2025Q3: 252 shares; 2025Q4: 275 shares 275 $76.8K 0.02% +23 Timeline TLT 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: 571 shares; 2025Q2: 592 shares; 2025Q3: 817 shares; 2025Q4: 878 shares 878 $76.5K 0.02% +61 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 1,026 shares; 2025Q2: 907 shares; 2025Q3: 910 shares; 2025Q4: 163 shares 163 $76.1K 0.02% -747 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: not reported; 2025Q1: 25 shares; 2025Q2: 96 shares; 2025Q3: 122 shares; 2025Q4: 1,430 shares 1,430 $75.6K 0.02% +1,308 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: 4,267 shares; 2025Q1: 2,606 shares; 2025Q2: 1,016 shares; 2025Q3: 1,218 shares; 2025Q4: 1,258 shares 1,258 $75.6K 0.02% +40 Timeline CME CME GROUP INC More: the full row for CME 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: 230 shares; 2025Q2: 184 shares; 2025Q3: 214 shares; 2025Q4: 276 shares 276 $75.4K 0.02% +62 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 37 shares; 2025Q3: 52 shares; 2025Q4: 70 shares 70 $74.9K 0.02% +18 Timeline STIP 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: 461 shares; 2025Q2: 491 shares; 2025Q3: 470 shares; 2025Q4: 728 shares 728 $74.5K 0.02% +258 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,441 shares; 2025Q2: 1,401 shares; 2025Q3: 1,401 shares; 2025Q4: 1,553 shares 1,553 $74.3K 0.02% +152 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: not reported; 2025Q1: 220 shares; 2025Q2: 280 shares; 2025Q3: 282 shares; 2025Q4: 287 shares 287 $74K 0.02% +5 Timeline PHO 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: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $73.9K 0.02% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares 2,260 $73.7K 0.02% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 60 shares; 2025Q3: 70 shares; 2025Q4: 72 shares 72 $72.7K 0.02% +2 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,517 shares; 2025Q2: 1,650 shares; 2025Q3: 1,679 shares; 2025Q4: 2,429 shares 2,429 $72.4K 0.02% +750 Timeline HAFNIA LTD SHS HAFNIA LTD SHS More: the full row for HAFNIA LTD SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 55,700 shares; 2025Q2: 68,700 shares; 2025Q3: 43,500 shares; 2025Q4: 13,500 shares 13,500 $72K 0.02% -30,000 TSN TYSON FOODS INC More: the full row for TYSON FOODS 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: 867 shares; 2025Q2: 1,084 shares; 2025Q3: 1,149 shares; 2025Q4: 1,227 shares 1,227 $71.9K 0.02% +78 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 306 shares; 2025Q3: 309 shares; 2025Q4: 331 shares 331 $71.9K 0.02% +22 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,680 shares; 2025Q1: 2,581 shares; 2025Q2: 2,938 shares; 2025Q3: 3,188 shares; 2025Q4: 1,218 shares 1,218 $71.1K 0.02% -1,970 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,382 shares; 2025Q1: 892 shares; 2025Q2: 521 shares; 2025Q3: 757 shares; 2025Q4: 738 shares 738 $71.1K 0.02% -19 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: 514 shares; 2025Q2: 498 shares; 2025Q3: 433 shares; 2025Q4: 415 shares 415 $71K 0.02% -18 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 344 shares; 2025Q2: 5,360 shares; 2025Q3: 1,618 shares; 2025Q4: 1,022 shares 1,022 $70.9K 0.02% -596 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: 1,130 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 1,431 shares 1,431 $70.4K 0.02% +688 Timeline DEM 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: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $70.1K 0.02% 0 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: 3,987 shares; 2025Q1: 856 shares; 2025Q2: 1,099 shares; 2025Q3: 1,110 shares; 2025Q4: 1,002 shares 1,002 $69.7K 0.02% -108 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: not reported; 2025Q1: 289 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares 282 $69.4K 0.02% 0 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 72 shares; 2025Q3: 159 shares; 2025Q4: 165 shares 165 $69.2K 0.02% +6 Timeline F FORD MTR CO More: the full row for FORD MTR 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: 5,739 shares; 2025Q2: 5,739 shares; 2025Q3: 7,174 shares; 2025Q4: 5,248 shares 5,248 $68.9K 0.02% -1,926 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 168 shares; 2025Q2: 173 shares; 2025Q3: 167 shares; 2025Q4: 164 shares 164 $68.4K 0.02% -3 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,293 shares; 2025Q4: 1,332 shares 1,332 $68.1K 0.02% +39 Timeline ADSK AUTODESK INC More: the full row for AUTODESK 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: 17 shares; 2025Q2: 137 shares; 2025Q3: 205 shares; 2025Q4: 228 shares 228 $67.5K 0.02% +23 Timeline AFLG 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: 902 shares; 2025Q2: 904 shares; 2025Q3: 1,564 shares; 2025Q4: 1,718 shares 1,718 $67.2K 0.02% +154 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 989 shares; 2025Q1: 922 shares; 2025Q2: 914 shares; 2025Q3: 882 shares; 2025Q4: 266 shares 266 $67.1K 0.02% -616 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: not reported; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 472 shares 472 $66.6K 0.02% 0 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: not reported; 2025Q1: 1,747 shares; 2025Q2: 1,747 shares; 2025Q3: 1,747 shares; 2025Q4: 1,747 shares 1,747 $66.6K 0.02% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 130 shares; 2025Q3: 280 shares; 2025Q4: 303 shares 303 $66.5K 0.02% +23 Timeline SUSB 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: 95 shares; 2025Q2: not reported; 2025Q3: 2,474 shares; 2025Q4: 2,629 shares 2,629 $66.4K 0.02% +155 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 335 shares; 2025Q2: 445 shares; 2025Q3: 481 shares; 2025Q4: 666 shares 666 $66K 0.02% +185 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: 2,649 shares; 2025Q1: 2,150 shares; 2025Q2: 2,001 shares; 2025Q3: 1,872 shares; 2025Q4: 375 shares 375 $65.8K 0.02% -1,497 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 272 shares; 2025Q4: 243 shares 243 $65.4K 0.02% -29 Timeline VLTO VERALTO CORP More: the full row for VERALTO 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: 1,555 shares; 2025Q2: 1,536 shares; 2025Q3: 1,470 shares; 2025Q4: 652 shares 652 $65.1K 0.02% -818 Timeline NI NISOURCE INC More: the full row for NISOURCE 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: 1,755 shares; 2025Q2: 705 shares; 2025Q3: 690 shares; 2025Q4: 1,553 shares 1,553 $64.9K 0.02% +863 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX 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: 838 shares; 2025Q2: 850 shares; 2025Q3: 1,104 shares; 2025Q4: 297 shares 297 $64.5K 0.02% -807 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 2,020 shares; 2025Q2: 1,475 shares; 2025Q3: 1,435 shares; 2025Q4: 1,435 shares 1,435 $64.2K 0.02% 0 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 1,257 shares; 2025Q4: 1,181 shares 1,181 $63.5K 0.02% -76 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 965 shares 965 $63.1K 0.02% new Timeline FLQL 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: not reported; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 907 shares; 2025Q4: 910 shares 910 $63.1K 0.02% +3 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS 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: 35 shares; 2025Q2: 87 shares; 2025Q3: 148 shares; 2025Q4: 163 shares 163 $62.5K 0.02% +15 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,668 shares; 2025Q2: 1,670 shares; 2025Q3: 2,250 shares; 2025Q4: 2,284 shares 2,284 $62.5K 0.02% +34 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,144 shares; 2025Q2: 1,144 shares; 2025Q3: 1,144 shares; 2025Q4: 1,144 shares 1,144 $62K 0.02% 0 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 693 shares; 2025Q4: 869 shares 869 $61.7K 0.02% +176 Timeline