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: restricted; 2024Q4: 1,448,756 shares; 2025Q1: 2,774,616 shares; 2025Q2: 4,331,669 shares; 2025Q3: 4,499,238 shares; 2025Q4: 4,512,375 shares 4,512,375 $211M 16.13% +13,137 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,037,078 shares; 2025Q1: 892,262 shares; 2025Q2: 831,705 shares; 2025Q3: 827,091 shares; 2025Q4: 821,848 shares 821,848 $91.9M 7.02% -5,243 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 839,339 shares; 2025Q1: 832,847 shares; 2025Q2: 804,271 shares; 2025Q3: 822,644 shares; 2025Q4: 823,028 shares 823,028 $73.6M 5.62% +384 Timeline QGRW 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: restricted; 2024Q4: 1,182,836 shares; 2025Q1: 1,231,692 shares; 2025Q2: 1,233,808 shares; 2025Q3: 1,164,711 shares; 2025Q4: 1,082,120 shares 1,082,120 $63.5M 4.85% -82,591 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 797,250 shares; 2025Q1: 882,769 shares; 2025Q2: 868,747 shares; 2025Q3: 903,152 shares; 2025Q4: 903,997 shares 903,997 $57.1M 4.36% +845 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: restricted; 2024Q4: 1,857,233 shares; 2025Q1: 1,518,680 shares; 2025Q2: 1,481,884 shares; 2025Q3: 1,500,700 shares; 2025Q4: 1,494,475 shares 1,494,475 $57M 4.35% -6,225 Timeline IQLT 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: restricted; 2024Q4: 1,176,428 shares; 2025Q1: 931,352 shares; 2025Q2: 924,004 shares; 2025Q3: 946,779 shares; 2025Q4: 940,030 shares 940,030 $42.7M 3.26% -6,749 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: restricted; 2024Q4: 639,327 shares; 2025Q1: 575,463 shares; 2025Q2: 578,049 shares; 2025Q3: 582,873 shares; 2025Q4: 577,086 shares 577,086 $40.1M 3.06% -5,787 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 174,106 shares; 2025Q1: 800,370 shares; 2025Q2: 965,864 shares; 2025Q3: 990,472 shares; 2025Q4: 981,990 shares 981,990 $38.7M 2.95% -8,482 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: restricted; 2024Q4: 118,321 shares; 2025Q1: 124,856 shares; 2025Q2: 125,008 shares; 2025Q3: 132,724 shares; 2025Q4: 134,616 shares 134,616 $36.6M 2.8% +1,892 Timeline IBDR 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: restricted; 2024Q4: 959,586 shares; 2025Q1: 1,021,682 shares; 2025Q2: 1,091,935 shares; 2025Q3: 1,135,975 shares; 2025Q4: 1,318,361 shares 1,318,361 $31.9M 2.44% +182,386 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,046,024 shares; 2025Q1: 911,129 shares; 2025Q2: 901,424 shares; 2025Q3: 905,176 shares; 2025Q4: 885,206 shares 885,206 $28.8M 2.2% -19,970 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,953 shares; 2025Q1: 200,451 shares; 2025Q2: 226,007 shares; 2025Q3: 235,879 shares; 2025Q4: 238,886 shares 238,886 $28.5M 2.18% +3,007 Timeline IBDS 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: restricted; 2024Q4: 956,044 shares; 2025Q1: 967,922 shares; 2025Q2: 1,022,940 shares; 2025Q3: 1,037,195 shares; 2025Q4: 1,170,581 shares 1,170,581 $28.4M 2.17% +133,386 Timeline IBDT 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: restricted; 2024Q4: 869,496 shares; 2025Q1: 889,298 shares; 2025Q2: 966,581 shares; 2025Q3: 980,372 shares; 2025Q4: 1,088,657 shares 1,088,657 $27.7M 2.12% +108,285 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: restricted; 2024Q4: 128,230 shares; 2025Q1: 123,472 shares; 2025Q2: 136,637 shares; 2025Q3: 136,159 shares; 2025Q4: 134,645 shares 134,645 $26.7M 2.04% -1,514 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 315,913 shares; 2025Q1: 996,174 shares; 2025Q2: 312,454 shares; 2025Q3: 311,867 shares; 2025Q4: 308,132 shares 308,132 $25.4M 1.94% -3,735 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 404,833 shares; 2025Q1: 323,171 shares; 2025Q2: 316,195 shares; 2025Q3: 310,408 shares; 2025Q4: 302,191 shares 302,191 $24.9M 1.9% -8,217 Timeline IBDU 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: restricted; 2024Q4: 811,880 shares; 2025Q1: 830,776 shares; 2025Q2: 901,671 shares; 2025Q3: 939,759 shares; 2025Q4: 1,059,999 shares 1,059,999 $24.8M 1.89% +120,240 Timeline IBDV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,113,152 shares 1,113,152 $24.6M 1.88% new Timeline QTEC 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: restricted; 2024Q4: 95,787 shares; 2025Q1: 90,174 shares; 2025Q2: 88,324 shares; 2025Q3: 88,231 shares; 2025Q4: 85,690 shares 85,690 $19.7M 1.51% -2,541 Timeline TILT 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: restricted; 2024Q4: 75,973 shares; 2025Q1: 72,841 shares; 2025Q2: 72,460 shares; 2025Q3: 72,319 shares; 2025Q4: 70,079 shares 70,079 $17.4M 1.33% -2,240 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: restricted; 2024Q4: 3,413 shares; 2025Q1: 76,025 shares; 2025Q2: 86,278 shares; 2025Q3: 87,683 shares; 2025Q4: 85,075 shares 85,075 $17M 1.3% -2,608 Timeline RWK 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: restricted; 2024Q4: 143,392 shares; 2025Q1: 137,720 shares; 2025Q2: 137,479 shares; 2025Q3: 136,439 shares; 2025Q4: 130,227 shares 130,227 $16.5M 1.26% -6,212 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210,382 shares; 2025Q1: 154,093 shares; 2025Q2: 149,683 shares; 2025Q3: 149,018 shares; 2025Q4: 142,770 shares 142,770 $13.7M 1.05% -6,248 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: restricted; 2024Q4: 148,488 shares; 2025Q1: 142,613 shares; 2025Q2: 141,133 shares; 2025Q3: 140,959 shares; 2025Q4: 138,485 shares 138,485 $13.5M 1.03% -2,474 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: restricted; 2024Q4: 20,723 shares; 2025Q1: 20,787 shares; 2025Q2: 20,848 shares; 2025Q3: 21,079 shares; 2025Q4: 21,375 shares 21,375 $13.1M 1% +296 Timeline FXL 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: restricted; 2024Q4: 198,216 shares; 2025Q1: 78,536 shares; 2025Q2: 68,521 shares; 2025Q3: 68,182 shares; 2025Q4: 65,567 shares 65,567 $11M 0.84% -2,615 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,040 shares; 2025Q3: 246,829 shares; 2025Q4: 296,578 shares 296,578 $10.4M 0.8% +49,749 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 248,705 shares; 2025Q1: 200,168 shares; 2025Q2: 186,840 shares; 2025Q3: 186,617 shares; 2025Q4: 179,982 shares 179,982 $8.43M 0.64% -6,635 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,739 shares; 2025Q1: 43,200 shares; 2025Q2: 42,874 shares; 2025Q3: 42,874 shares; 2025Q4: 42,875 shares 42,875 $8.21M 0.63% +1 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: restricted; 2024Q4: 22,240 shares; 2025Q1: 20,781 shares; 2025Q2: 23,809 shares; 2025Q3: 23,821 shares; 2025Q4: 24,454 shares 24,454 $8.2M 0.63% +633 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: restricted; 2024Q4: 25,772 shares; 2025Q1: 34,378 shares; 2025Q2: 31,166 shares; 2025Q3: 42,458 shares; 2025Q4: 43,018 shares 43,018 $8.02M 0.61% +560 Timeline QDEF 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: restricted; 2024Q4: 89,621 shares; 2025Q1: 88,014 shares; 2025Q2: 88,323 shares; 2025Q3: 88,307 shares; 2025Q4: 88,313 shares 88,313 $7.15M 0.55% +6 Timeline JPME 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: restricted; 2024Q4: 72,808 shares; 2025Q1: 69,200 shares; 2025Q2: 68,206 shares; 2025Q3: 67,171 shares; 2025Q4: 65,362 shares 65,362 $7.1M 0.54% -1,809 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 762,674 shares; 2025Q1: 241,537 shares; 2025Q2: 121,091 shares; 2025Q3: 119,764 shares; 2025Q4: 116,516 shares 116,516 $7.01M 0.54% -3,248 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: restricted; 2024Q4: 120,830 shares; 2025Q1: 69,523 shares; 2025Q2: 61,550 shares; 2025Q3: 58,866 shares; 2025Q4: 58,179 shares 58,179 $5.53M 0.42% -687 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: restricted; 2024Q4: 5,957 shares; 2025Q1: not reported; 2025Q2: 144,186 shares; 2025Q3: 142,899 shares; 2025Q4: 128,610 shares 128,610 $5.09M 0.39% -14,289 Timeline RWL 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: restricted; 2024Q4: 50,041 shares; 2025Q1: 45,567 shares; 2025Q2: 44,592 shares; 2025Q3: 44,031 shares; 2025Q4: 43,443 shares 43,443 $4.97M 0.38% -588 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127,305 shares; 2025Q1: 88,431 shares; 2025Q2: 82,782 shares; 2025Q3: 80,673 shares; 2025Q4: 80,455 shares 80,455 $4.69M 0.36% -218 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: restricted; 2024Q4: 655,766 shares; 2025Q1: 188,493 shares; 2025Q2: 163,055 shares; 2025Q3: 155,239 shares; 2025Q4: 142,469 shares 142,469 $3.91M 0.3% -12,770 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: restricted; 2024Q4: 8,397 shares; 2025Q1: 8,184 shares; 2025Q2: 8,019 shares; 2025Q3: 8,003 shares; 2025Q4: 7,976 shares 7,976 $3.89M 0.3% -27 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,763 shares; 2025Q1: 3,644 shares; 2025Q2: 61,693 shares; 2025Q3: 60,921 shares; 2025Q4: 55,581 shares 55,581 $3.86M 0.29% -5,340 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,397 shares; 2025Q1: 12,580 shares; 2025Q2: 12,580 shares; 2025Q3: 12,581 shares; 2025Q4: 25,160 shares 25,160 $3.62M 0.28% +12,579 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: restricted; 2024Q4: 7,895 shares; 2025Q1: 7,494 shares; 2025Q2: 7,534 shares; 2025Q3: 7,582 shares; 2025Q4: 7,934 shares 7,934 $3.57M 0.27% +352 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: restricted; 2024Q4: 128,781 shares; 2025Q1: 135,798 shares; 2025Q2: 135,216 shares; 2025Q3: 135,286 shares; 2025Q4: 135,862 shares 135,862 $3.56M 0.27% +576 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,651 shares; 2025Q1: 45,380 shares; 2025Q2: 45,015 shares; 2025Q3: 44,983 shares; 2025Q4: 44,983 shares 44,983 $3.12M 0.24% 0 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: restricted; 2024Q4: 5,560 shares; 2025Q1: 4,601 shares; 2025Q2: 4,597 shares; 2025Q3: 4,597 shares; 2025Q4: 4,591 shares 4,591 $3.04M 0.23% -6 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: restricted; 2024Q4: 4,404 shares; 2025Q1: 6,337 shares; 2025Q2: 6,234 shares; 2025Q3: 6,212 shares; 2025Q4: 5,932 shares 5,932 $2.98M 0.23% -280 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: restricted; 2024Q4: 29,761 shares; 2025Q1: 22,807 shares; 2025Q2: 22,370 shares; 2025Q3: 22,492 shares; 2025Q4: 22,328 shares 22,328 $2.68M 0.2% -164 Timeline ESG 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: restricted; 2024Q4: 16,782 shares; 2025Q1: 16,263 shares; 2025Q2: 16,211 shares; 2025Q3: 16,047 shares; 2025Q4: 16,049 shares 16,049 $2.54M 0.19% +2 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,825 shares; 2025Q1: 4,316 shares; 2025Q2: 4,154 shares; 2025Q3: 4,199 shares; 2025Q4: 4,129 shares 4,129 $2.49M 0.19% -70 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: restricted; 2024Q4: 1,871 shares; 2025Q1: 7,419 shares; 2025Q2: 7,556 shares; 2025Q3: 7,557 shares; 2025Q4: 7,621 shares 7,621 $2.39M 0.18% +64 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,193 shares; 2025Q4: 2,192 shares 2,192 $2.36M 0.18% +999 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,317 shares; 2025Q1: 32,626 shares; 2025Q2: 32,848 shares; 2025Q3: 32,852 shares; 2025Q4: 30,364 shares 30,364 $2.28M 0.17% -2,488 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: restricted; 2024Q4: 6,754 shares; 2025Q1: 6,429 shares; 2025Q2: 5,227 shares; 2025Q3: 5,050 shares; 2025Q4: 4,623 shares 4,623 $2.24M 0.17% -427 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: restricted; 2024Q4: 5,163 shares; 2025Q1: 8,193 shares; 2025Q2: 7,947 shares; 2025Q3: 8,966 shares; 2025Q4: 7,920 shares 7,920 $1.83M 0.14% -1,046 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: restricted; 2024Q4: 7,221 shares; 2025Q1: 16,008 shares; 2025Q2: 17,865 shares; 2025Q3: 15,661 shares; 2025Q4: 15,727 shares 15,727 $1.79M 0.14% +66 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: restricted; 2024Q4: 5,113 shares; 2025Q1: 5,483 shares; 2025Q2: 6,010 shares; 2025Q3: 6,907 shares; 2025Q4: 6,913 shares 6,913 $1.58M 0.12% +6 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: restricted; 2024Q4: 839 shares; 2025Q1: 4,631 shares; 2025Q2: 4,331 shares; 2025Q3: 4,256 shares; 2025Q4: 4,378 shares 4,378 $1.54M 0.12% +122 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 820 shares; 2025Q4: 2,336 shares 2,336 $1.53M 0.12% +1,516 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: restricted; 2024Q4: 1,465 shares; 2025Q1: 3,988 shares; 2025Q2: 4,715 shares; 2025Q3: 4,663 shares; 2025Q4: 4,668 shares 4,668 $1.5M 0.11% +5 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 259,919 shares; 2025Q1: 38,495 shares; 2025Q2: 20,117 shares; 2025Q3: 16,149 shares; 2025Q4: 14,728 shares 14,728 $1.5M 0.11% -1,421 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: restricted; 2024Q4: 2,850 shares; 2025Q1: 3,221 shares; 2025Q2: 4,417 shares; 2025Q3: 4,401 shares; 2025Q4: 4,618 shares 4,618 $1.45M 0.11% +217 Timeline GBFH GBANK FINL HLDGS INC More: the full row for GBANK FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,275 shares; 2025Q3: 33,790 shares; 2025Q4: 39,854 shares 39,854 $1.35M 0.1% +6,064 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: restricted; 2024Q4: 6,212 shares; 2025Q1: 6,272 shares; 2025Q2: 6,272 shares; 2025Q3: 6,163 shares; 2025Q4: 5,801 shares 5,801 $1.27M 0.1% -362 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: restricted; 2024Q4: 3,569 shares; 2025Q1: 3,571 shares; 2025Q2: 3,571 shares; 2025Q3: 3,571 shares; 2025Q4: 3,575 shares 3,575 $1.26M 0.1% +4 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,555 shares; 2025Q1: 18,028 shares; 2025Q2: 16,180 shares; 2025Q3: 16,106 shares; 2025Q4: 15,538 shares 15,538 $1.2M 0.09% -568 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: restricted; 2024Q4: 595 shares; 2025Q1: 887 shares; 2025Q2: 713 shares; 2025Q3: 813 shares; 2025Q4: 1,705 shares 1,705 $1.16M 0.09% +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: restricted; 2024Q4: 1,511 shares; 2025Q1: 1,780 shares; 2025Q2: 2,136 shares; 2025Q3: 2,071 shares; 2025Q4: 1,730 shares 1,730 $1.08M 0.08% -341 Timeline EZM 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: restricted; 2024Q4: 17,617 shares; 2025Q1: 17,558 shares; 2025Q2: 16,313 shares; 2025Q3: 16,165 shares; 2025Q4: 16,165 shares 16,165 $1.08M 0.08% 0 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: restricted; 2024Q4: 706 shares; 2025Q1: 1,404 shares; 2025Q2: 1,247 shares; 2025Q3: 1,268 shares; 2025Q4: 1,238 shares 1,238 $1.07M 0.08% -30 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: restricted; 2024Q4: 1,180 shares; 2025Q1: 1,246 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,186 shares 1,186 $1.04M 0.08% -54 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: restricted; 2024Q4: 74,477 shares; 2025Q1: 24,265 shares; 2025Q2: 22,017 shares; 2025Q3: 21,974 shares; 2025Q4: 22,080 shares 22,080 $1.02M 0.08% +106 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: restricted; 2024Q4: 5,317 shares; 2025Q1: 8,343 shares; 2025Q2: 8,071 shares; 2025Q3: 8,071 shares; 2025Q4: 8,084 shares 8,084 $973K 0.07% +13 Timeline JPIN 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: restricted; 2024Q4: 17,596 shares; 2025Q1: 14,233 shares; 2025Q2: 13,919 shares; 2025Q3: 13,908 shares; 2025Q4: 13,842 shares 13,842 $943K 0.07% -66 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,646 shares; 2025Q4: 2,661 shares 2,661 $921K 0.07% +15 Timeline WTV 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: restricted; 2024Q4: 9,582 shares; 2025Q1: 9,582 shares; 2025Q2: 9,521 shares; 2025Q3: 9,510 shares; 2025Q4: 9,510 shares 9,510 $887K 0.07% 0 Timeline EIS 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: restricted; 2024Q4: 7,914 shares; 2025Q1: 7,842 shares; 2025Q2: 7,835 shares; 2025Q3: 7,825 shares; 2025Q4: 7,782 shares 7,782 $856K 0.07% -43 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,486 shares; 2025Q1: 3,486 shares; 2025Q2: 3,486 shares; 2025Q3: 2,401 shares; 2025Q4: 2,401 shares 2,401 $823K 0.06% 0 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: restricted; 2024Q4: 23,853 shares; 2025Q1: 18,921 shares; 2025Q2: 18,548 shares; 2025Q3: 18,504 shares; 2025Q4: 18,388 shares 18,388 $821K 0.06% -116 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,511 shares; 2025Q1: 14,402 shares; 2025Q2: 14,367 shares; 2025Q3: 14,356 shares; 2025Q4: 14,256 shares 14,256 $815K 0.06% -100 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: restricted; 2024Q4: 1,291 shares; 2025Q1: 1,397 shares; 2025Q2: 1,406 shares; 2025Q3: 1,203 shares; 2025Q4: 1,221 shares 1,221 $806K 0.06% +18 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,867 shares 5,867 $803K 0.06% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,360 shares; 2025Q4: 1,360 shares 1,360 $775K 0.06% 0 Timeline BRK-A 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: restricted; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 1 shares 1 $755K 0.06% -1 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: restricted; 2024Q4: 724 shares; 2025Q1: 752 shares; 2025Q2: 744 shares; 2025Q3: 748 shares; 2025Q4: 7,880 shares 7,880 $739K 0.06% +7,132 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: restricted; 2024Q4: 1,422 shares; 2025Q1: 2,612 shares; 2025Q2: 3,257 shares; 2025Q3: 3,257 shares; 2025Q4: 3,567 shares 3,567 $738K 0.06% +310 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,296 shares; 2025Q1: 21,037 shares; 2025Q2: 21,037 shares; 2025Q3: 20,501 shares; 2025Q4: 19,651 shares 19,651 $735K 0.06% -850 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,112 shares; 2025Q2: 5,632 shares; 2025Q3: 5,552 shares; 2025Q4: 5,721 shares 5,721 $694K 0.05% +169 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: restricted; 2024Q4: 9,091 shares; 2025Q1: 9,229 shares; 2025Q2: 12,338 shares; 2025Q3: 13,646 shares; 2025Q4: 13,841 shares 13,841 $687K 0.05% +195 Timeline NUMV 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: restricted; 2024Q4: 18,994 shares; 2025Q1: 18,247 shares; 2025Q2: 17,964 shares; 2025Q3: 17,964 shares; 2025Q4: 17,182 shares 17,182 $672K 0.05% -782 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: restricted; 2024Q4: not reported; 2025Q1: 648 shares; 2025Q2: 603 shares; 2025Q3: 603 shares; 2025Q4: 603 shares 603 $645K 0.05% 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: restricted; 2024Q4: 7,536 shares; 2025Q1: 6,729 shares; 2025Q2: 7,054 shares; 2025Q3: 7,054 shares; 2025Q4: 7,139 shares 7,139 $639K 0.05% +85 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,479 shares; 2025Q2: 3,388 shares; 2025Q3: 3,416 shares; 2025Q4: 3,486 shares 3,486 $619K 0.05% +70 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: restricted; 2024Q4: 868 shares; 2025Q1: 914 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 1,081 shares 1,081 $617K 0.05% +163 Timeline XJH 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: restricted; 2024Q4: 35,860 shares; 2025Q1: 18,003 shares; 2025Q2: 13,694 shares; 2025Q3: 13,694 shares; 2025Q4: 13,694 shares 13,694 $611K 0.05% 0 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: restricted; 2024Q4: 12,162 shares; 2025Q1: 8,201 shares; 2025Q2: 8,280 shares; 2025Q3: 8,156 shares; 2025Q4: 8,156 shares 8,156 $600K 0.05% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,464 shares; 2025Q1: 1,464 shares; 2025Q2: 1,522 shares; 2025Q3: 1,522 shares; 2025Q4: 1,522 shares 1,522 $589K 0.04% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,922 shares; 2025Q1: 70,922 shares; 2025Q2: 70,922 shares; 2025Q3: 70,922 shares; 2025Q4: 70,922 shares 70,922 $575K 0.04% 0 Timeline FEMS 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: restricted; 2024Q4: 34,701 shares; 2025Q1: 15,475 shares; 2025Q2: 13,602 shares; 2025Q3: 13,591 shares; 2025Q4: 13,596 shares 13,596 $572K 0.04% +5 Timeline SPHD 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: restricted; 2024Q4: 12,163 shares; 2025Q1: 11,920 shares; 2025Q2: 11,920 shares; 2025Q3: 11,920 shares; 2025Q4: 11,920 shares 11,920 $572K 0.04% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,386 shares; 2025Q1: 32,763 shares; 2025Q2: 31,975 shares; 2025Q3: 27,715 shares; 2025Q4: 27,811 shares 27,811 $544K 0.04% +96 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: restricted; 2024Q4: not reported; 2025Q1: 5,210 shares; 2025Q2: 4,542 shares; 2025Q3: 4,542 shares; 2025Q4: 4,842 shares 4,842 $539K 0.04% +300 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: restricted; 2024Q4: 3,098 shares; 2025Q1: 3,523 shares; 2025Q2: 3,520 shares; 2025Q3: 3,552 shares; 2025Q4: 3,467 shares 3,467 $528K 0.04% -85 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,903 shares 2,903 $516K 0.04% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 742 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 903 shares; 2025Q4: 752 shares 752 $515K 0.04% -151 Timeline ISRA 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: restricted; 2024Q4: 9,884 shares; 2025Q1: 9,816 shares; 2025Q2: 8,479 shares; 2025Q3: 8,493 shares; 2025Q4: 8,560 shares 8,560 $503K 0.04% +67 Timeline IBDW 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: restricted; 2024Q4: 13,680 shares; 2025Q1: 13,680 shares; 2025Q2: 13,680 shares; 2025Q3: 14,219 shares; 2025Q4: 23,682 shares 23,682 $501K 0.04% +9,463 Timeline JGH NUVEEN GLOBAL HIGH INCOME FD More: the full row for NUVEEN GLOBAL HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,379 shares; 2025Q1: 39,379 shares; 2025Q2: 39,379 shares; 2025Q3: 39,379 shares; 2025Q4: 39,379 shares 39,379 $497K 0.04% 0 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: restricted; 2024Q4: 5,512 shares; 2025Q1: 5,512 shares; 2025Q2: 5,512 shares; 2025Q3: 5,512 shares; 2025Q4: 5,512 shares 5,512 $492K 0.04% 0 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: restricted; 2024Q4: 775 shares; 2025Q1: 1,704 shares; 2025Q2: 1,585 shares; 2025Q3: 1,579 shares; 2025Q4: 1,574 shares 1,574 $481K 0.04% -5 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: restricted; 2024Q4: 1,768 shares; 2025Q1: 1,568 shares; 2025Q2: 1,655 shares; 2025Q3: 1,622 shares; 2025Q4: 1,622 shares 1,622 $471K 0.04% 0 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: restricted; 2024Q4: 7,059 shares; 2025Q1: 7,059 shares; 2025Q2: 7,059 shares; 2025Q3: 7,059 shares; 2025Q4: 6,872 shares 6,872 $470K 0.04% -187 Timeline IQDF 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: restricted; 2024Q4: 19,485 shares; 2025Q1: 14,849 shares; 2025Q2: 15,318 shares; 2025Q3: 15,318 shares; 2025Q4: 15,318 shares 15,318 $466K 0.04% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,736 shares; 2025Q1: 14,616 shares; 2025Q2: 14,168 shares; 2025Q3: 14,168 shares; 2025Q4: 14,168 shares 14,168 $464K 0.04% 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: restricted; 2024Q4: 7,725 shares; 2025Q1: 7,815 shares; 2025Q2: 7,725 shares; 2025Q3: 7,725 shares; 2025Q4: 7,725 shares 7,725 $453K 0.03% 0 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: restricted; 2024Q4: not reported; 2025Q1: 4,529 shares; 2025Q2: 4,507 shares; 2025Q3: 4,484 shares; 2025Q4: 4,514 shares 4,514 $451K 0.03% +30 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: restricted; 2024Q4: 3,525 shares; 2025Q1: 3,525 shares; 2025Q2: 3,525 shares; 2025Q3: 3,525 shares; 2025Q4: 3,525 shares 3,525 $434K 0.03% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 813 shares; 2025Q1: 563 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares 570 $430K 0.03% 0 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: restricted; 2024Q4: 7,074 shares; 2025Q1: 8,862 shares; 2025Q2: 8,862 shares; 2025Q3: 8,998 shares; 2025Q4: 9,423 shares 9,423 $425K 0.03% +425 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,969 shares; 2025Q2: 4,369 shares; 2025Q3: 4,369 shares; 2025Q4: 4,316 shares 4,316 $412K 0.03% -53 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,098 shares; 2025Q1: 8,668 shares; 2025Q2: 8,668 shares; 2025Q3: 8,668 shares; 2025Q4: 8,668 shares 8,668 $398K 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,246 shares; 2025Q2: 1,329 shares; 2025Q3: 1,229 shares; 2025Q4: 1,252 shares 1,252 $386K 0.03% +23 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: restricted; 2024Q4: 1,404 shares; 2025Q1: 1,426 shares; 2025Q2: 1,580 shares; 2025Q3: 1,542 shares; 2025Q4: 1,553 shares 1,553 $376K 0.03% +11 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: restricted; 2024Q4: not reported; 2025Q1: 1,389 shares; 2025Q2: 1,376 shares; 2025Q3: 1,376 shares; 2025Q4: 1,376 shares 1,376 $373K 0.03% 0 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: restricted; 2024Q4: 1,164 shares; 2025Q1: 1,338 shares; 2025Q2: 1,413 shares; 2025Q3: 1,238 shares; 2025Q4: 1,242 shares 1,242 $368K 0.03% +4 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,064 shares 17,064 $352K 0.03% new 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: restricted; 2024Q4: 5,802 shares; 2025Q1: 5,090 shares; 2025Q2: 5,284 shares; 2025Q3: 5,284 shares; 2025Q4: 5,315 shares 5,315 $351K 0.03% +31 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: restricted; 2024Q4: 11,587 shares; 2025Q1: 10,232 shares; 2025Q2: 10,138 shares; 2025Q3: 9,835 shares; 2025Q4: 9,835 shares 9,835 $350K 0.03% 0 Timeline HYGV 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: restricted; 2024Q4: 8,819 shares; 2025Q1: 8,614 shares; 2025Q2: 8,887 shares; 2025Q3: 8,887 shares; 2025Q4: 8,509 shares 8,509 $347K 0.03% -378 Timeline NUMG 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: restricted; 2024Q4: 7,881 shares; 2025Q1: 7,514 shares; 2025Q2: 7,310 shares; 2025Q3: 7,310 shares; 2025Q4: 7,179 shares 7,179 $343K 0.03% -131 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $341K 0.03% 0 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,849 shares; 2025Q1: 17,849 shares; 2025Q2: 17,849 shares; 2025Q3: 17,849 shares; 2025Q4: 17,849 shares 17,849 $333K 0.03% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,717 shares; 2025Q1: 5,717 shares; 2025Q2: 5,717 shares; 2025Q3: 5,717 shares; 2025Q4: 5,717 shares 5,717 $326K 0.02% 0 Timeline XLRE 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: restricted; 2024Q4: 7,846 shares; 2025Q1: 7,846 shares; 2025Q2: 7,846 shares; 2025Q3: 7,846 shares; 2025Q4: 7,846 shares 7,846 $317K 0.02% 0 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,349 shares; 2025Q1: 40,349 shares; 2025Q2: 40,349 shares; 2025Q3: 40,349 shares; 2025Q4: 40,349 shares 40,349 $316K 0.02% 0 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: restricted; 2024Q4: 1,998 shares; 2025Q1: 1,617 shares; 2025Q2: 1,711 shares; 2025Q3: 1,626 shares; 2025Q4: 1,626 shares 1,626 $311K 0.02% 0 Timeline SCHK 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,436 shares; 2025Q3: 9,436 shares; 2025Q4: 9,436 shares 9,436 $309K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,681 shares; 2025Q2: 1,644 shares; 2025Q3: 1,644 shares; 2025Q4: 1,664 shares 1,664 $309K 0.02% +20 Timeline HYI WESTERN ASSET HIGH YIELD OPP More: the full row for WESTERN ASSET HIGH YIELD OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,623 shares; 2025Q1: 27,623 shares; 2025Q2: 27,623 shares; 2025Q3: 27,623 shares; 2025Q4: 27,623 shares 27,623 $308K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: 2,248 shares; 2025Q2: 2,148 shares; 2025Q3: 2,148 shares; 2025Q4: 2,148 shares 2,148 $296K 0.02% 0 Timeline REZ 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: restricted; 2024Q4: 3,824 shares; 2025Q1: 3,824 shares; 2025Q2: 3,942 shares; 2025Q3: 3,698 shares; 2025Q4: 3,504 shares 3,504 $290K 0.02% -194 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,803 shares; 2025Q1: 20,803 shares; 2025Q2: 20,803 shares; 2025Q3: 20,803 shares; 2025Q4: 15,196 shares 15,196 $287K 0.02% -5,607 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 720 shares 720 $285K 0.02% new 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: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $282K 0.02% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $282K 0.02% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,045 shares; 2025Q1: 957 shares; 2025Q2: 966 shares; 2025Q3: 957 shares; 2025Q4: 957 shares 957 $275K 0.02% 0 Timeline VRP 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: restricted; 2024Q4: 12,072 shares; 2025Q1: 11,314 shares; 2025Q2: 11,314 shares; 2025Q3: 11,314 shares; 2025Q4: 11,314 shares 11,314 $275K 0.02% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 543 shares; 2025Q2: 556 shares; 2025Q3: 538 shares; 2025Q4: 538 shares 538 $275K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,209 shares; 2025Q3: 1,209 shares; 2025Q4: 1,209 shares 1,209 $272K 0.02% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 806 shares; 2025Q4: 1,387 shares 1,387 $270K 0.02% +581 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,438 shares; 2025Q1: 3,039 shares; 2025Q2: 2,815 shares; 2025Q3: 2,817 shares; 2025Q4: 2,817 shares 2,817 $265K 0.02% 0 Timeline PRF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,956 shares; 2025Q3: 5,598 shares; 2025Q4: 5,598 shares 5,598 $263K 0.02% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,633 shares; 2025Q1: 16,633 shares; 2025Q2: 17,696 shares; 2025Q3: 15,488 shares; 2025Q4: 13,097 shares 13,097 $259K 0.02% -2,391 Timeline ITEQ 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: restricted; 2024Q4: 4,795 shares; 2025Q1: 4,772 shares; 2025Q2: 4,161 shares; 2025Q3: 4,178 shares; 2025Q4: 4,418 shares 4,418 $256K 0.02% +240 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 670 shares 670 $248K 0.02% +10 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,789 shares 1,789 $248K 0.02% new Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,859 shares; 2025Q2: 11,896 shares; 2025Q3: 11,096 shares; 2025Q4: 13,114 shares 13,114 $247K 0.02% +2,018 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: restricted; 2024Q4: not reported; 2025Q1: 834 shares; 2025Q2: 734 shares; 2025Q3: 734 shares; 2025Q4: 717 shares 717 $247K 0.02% -17 Timeline BFOR 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: restricted; 2024Q4: 3,068 shares; 2025Q1: 2,899 shares; 2025Q2: 2,899 shares; 2025Q3: 2,899 shares; 2025Q4: 2,899 shares 2,899 $239K 0.02% 0 Timeline FRI 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: restricted; 2024Q4: 8,399 shares; 2025Q1: 8,399 shares; 2025Q2: 8,498 shares; 2025Q3: 8,498 shares; 2025Q4: 8,498 shares 8,498 $232K 0.02% 0 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,425 shares; 2025Q3: 6,425 shares; 2025Q4: 6,425 shares 6,425 $231K 0.02% 0 Timeline JPEM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,779 shares; 2025Q3: 3,779 shares; 2025Q4: 3,779 shares 3,779 $229K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,340 shares 1,340 $229K 0.02% new 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: restricted; 2024Q4: 645 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 478 shares; 2025Q4: 478 shares 478 $226K 0.02% 0 Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,068 shares 6,068 $224K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: 2,225 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 1,675 shares 1,675 $222K 0.02% 0 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: restricted; 2024Q4: 1,753 shares; 2025Q1: 1,366 shares; 2025Q2: 1,075 shares; 2025Q3: 970 shares; 2025Q4: 851 shares 851 $219K 0.02% -119 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: restricted; 2024Q4: 1,230 shares; 2025Q1: 1,456 shares; 2025Q2: 1,323 shares; 2025Q3: not reported; 2025Q4: 1,510 shares 1,510 $216K 0.02% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 553 shares; 2025Q4: 555 shares 555 $207K 0.02% +2 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: restricted; 2024Q4: 1,733 shares; 2025Q1: 1,895 shares; 2025Q2: 1,581 shares; 2025Q3: 1,441 shares; 2025Q4: 1,441 shares 1,441 $207K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,600 shares 5,600 $207K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,109 shares 1,109 $203K 0.02% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,901 shares; 2025Q3: 4,901 shares; 2025Q4: 4,901 shares 4,901 $202K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: 2,190 shares; 2025Q2: 1,906 shares; 2025Q3: 1,906 shares; 2025Q4: 1,916 shares 1,916 $201K 0.02% +10 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,752 shares; 2025Q3: 16,752 shares; 2025Q4: 16,752 shares 16,752 $153K 0.01% 0 Timeline CohBar Inc CohBar Inc More: the full row for CohBar Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 181,490 shares; 2025Q1: 181,490 shares; 2025Q2: 181,490 shares; 2025Q3: 181,490 shares; 2025Q4: 181,490 shares 181,490 $74.4K 0.01% 0 TTRX TURN THERAPEUTICS INC More: the full row for TURN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,000 shares 18,000 $70.9K 0.01% new Timeline SLMT BRERA HOLDINGS PLC More: the full row for BRERA HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,000 shares 16,000 $29.9K <0.01% new Timeline PROFUSA INC PROFUSA INC More: the full row for PROFUSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,300 shares 29,300 $3.07K <0.01% new