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: 4,510,417 shares; 2025Q1: 4,959,583 shares; 2025Q2: 5,344,939 shares; 2025Q3: 6,261,866 shares; 2025Q4: 6,470,093 shares 6,470,093 $352M 6.39% +208,227 Timeline FBCG 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: 5,304,068 shares; 2025Q1: 6,194,027 shares; 2025Q2: 6,228,360 shares; 2025Q3: 7,176,954 shares; 2025Q4: 7,168,069 shares 7,168,069 $350M 6.36% -8,885 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: 653,408 shares; 2025Q1: 1,584,082 shares; 2025Q2: 1,547,982 shares; 2025Q3: 1,530,698 shares; 2025Q4: 1,509,542 shares 1,509,542 $302M 5.49% -21,156 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,024,502 shares; 2025Q1: 3,303,756 shares; 2025Q2: 3,504,909 shares; 2025Q3: 4,267,381 shares; 2025Q4: 4,317,077 shares 4,317,077 $269M 4.89% +49,696 Timeline JAVA 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: 2,803,939 shares; 2025Q2: 3,069,729 shares; 2025Q3: 3,844,734 shares; 2025Q4: 4,199,747 shares 4,199,747 $259M 4.7% +355,013 Timeline PWRD 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: 1,905,886 shares; 2025Q1: 2,161,893 shares; 2025Q2: 2,244,387 shares; 2025Q3: 2,659,509 shares; 2025Q4: 2,352,369 shares 2,352,369 $193M 3.5% -307,140 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: 322,204 shares; 2025Q1: 331,723 shares; 2025Q2: 360,425 shares; 2025Q3: 375,360 shares; 2025Q4: 352,191 shares 352,191 $182M 3.3% -23,169 Timeline BAI 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,670,219 shares 4,670,219 $156M 2.83% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,573,599 shares; 2025Q1: 2,391,352 shares; 2025Q2: 2,367,183 shares; 2025Q3: 2,554,199 shares; 2025Q4: 2,866,189 shares 2,866,189 $151M 2.75% +311,990 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,809,902 shares; 2025Q1: 9,556,568 shares; 2025Q2: 9,733,745 shares; 2025Q3: 9,869,968 shares; 2025Q4: 10,181,189 shares 10,181,189 $151M 2.74% +311,221 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: 694,732 shares; 2025Q1: 1,774,500 shares; 2025Q2: 1,835,948 shares; 2025Q3: 2,201,665 shares; 2025Q4: 2,412,584 shares 2,412,584 $142M 2.59% +210,919 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: 1,752,293 shares; 2025Q1: 1,411,891 shares; 2025Q2: 1,453,725 shares; 2025Q3: 1,489,967 shares; 2025Q4: 1,394,669 shares 1,394,669 $125M 2.27% -95,298 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,352,265 shares 2,352,265 $119M 2.17% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 221,240 shares; 2025Q3: 238,160 shares; 2025Q4: 826,819 shares 826,819 $107M 1.94% +588,659 Timeline JIRE 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: 1,086,279 shares; 2025Q2: 1,165,969 shares; 2025Q3: 1,481,410 shares; 2025Q4: 1,632,821 shares 1,632,821 $104M 1.89% +151,411 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: 565,671 shares; 2025Q1: 556,840 shares; 2025Q2: 522,502 shares; 2025Q3: 737,156 shares; 2025Q4: 702,258 shares 702,258 $100M 1.83% -34,898 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: 25,522,515 shares; 2025Q1: 24,537,007 shares; 2025Q2: 24,538,059 shares; 2025Q3: 24,425,094 shares; 2025Q4: 24,483,419 shares 24,483,419 $100M 1.82% +58,325 Timeline EMGF 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: 402,035 shares; 2025Q1: 991,325 shares; 2025Q2: 1,110,959 shares; 2025Q3: 1,153,666 shares; 2025Q4: 1,191,033 shares 1,191,033 $68.9M 1.25% +37,367 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: 163,081 shares; 2025Q1: 198,810 shares; 2025Q2: 201,102 shares; 2025Q3: 219,939 shares; 2025Q4: 233,226 shares 233,226 $63.4M 1.15% +13,287 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: 7,438 shares; 2025Q1: 112,203 shares; 2025Q2: 105,240 shares; 2025Q3: 104,026 shares; 2025Q4: 102,243 shares 102,243 $62.8M 1.14% -1,783 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: 216,169 shares; 2025Q1: 256,250 shares; 2025Q2: 283,322 shares; 2025Q3: 293,034 shares; 2025Q4: 306,950 shares 306,950 $57.2M 1.04% +13,916 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: 90,762 shares; 2025Q1: 95,040 shares; 2025Q2: 109,705 shares; 2025Q3: 114,637 shares; 2025Q4: 116,462 shares 116,462 $56.3M 1.02% +1,825 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: not reported; 2025Q1: 242,067 shares; 2025Q2: 482,864 shares; 2025Q3: 510,439 shares; 2025Q4: 468,630 shares 468,630 $55.9M 1.02% -41,809 Timeline IYG 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: 576,423 shares 576,423 $53.2M 0.97% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,201,244 shares; 2025Q1: 1,012,862 shares; 2025Q2: 1,065,950 shares; 2025Q3: 1,371,472 shares; 2025Q4: 961,964 shares 961,964 $51.1M 0.93% -409,508 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 207,610 shares; 2025Q1: 560,530 shares; 2025Q2: 589,730 shares; 2025Q3: 615,365 shares; 2025Q4: 579,405 shares 579,405 $47M 0.85% -35,960 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: 210,686 shares; 2025Q1: 198,462 shares; 2025Q2: 357,901 shares; 2025Q3: 394,347 shares; 2025Q4: 406,161 shares 406,161 $41.3M 0.75% +11,814 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: 139,683 shares; 2025Q1: 193,434 shares; 2025Q2: 264,742 shares; 2025Q3: 283,078 shares; 2025Q4: 309,896 shares 309,896 $38.2M 0.69% +26,818 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 537,319 shares; 2025Q2: 585,625 shares; 2025Q3: 612,456 shares; 2025Q4: 657,113 shares 657,113 $37.3M 0.68% +44,657 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: 158,404 shares; 2025Q1: 176,427 shares; 2025Q2: 188,149 shares; 2025Q3: 194,659 shares; 2025Q4: 203,000 shares 203,000 $32.5M 0.59% +8,341 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: 66,449 shares; 2025Q1: 73,095 shares; 2025Q2: 85,291 shares; 2025Q3: 86,195 shares; 2025Q4: 86,418 shares 86,418 $29.9M 0.54% +223 Timeline JBND 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: not reported; 2025Q2: 368,452 shares; 2025Q3: 537,891 shares; 2025Q4: 548,417 shares 548,417 $29.7M 0.54% +10,526 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: 27,601,006 shares; 2025Q1: 28,603,121 shares; 2025Q2: 28,603,475 shares; 2025Q3: 28,603,754 shares; 2025Q4: 28,604,388 shares 28,604,388 $28.7M 0.52% +634 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,182,559 shares 1,182,559 $28.4M 0.52% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105,835 shares; 2025Q1: 134,163 shares; 2025Q2: 577,712 shares; 2025Q3: 609,684 shares; 2025Q4: 638,044 shares 638,044 $28.4M 0.52% +28,360 Timeline ABLD ABACUS FCF ETF TR More: the full row for ABACUS FCF 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: 1,444,766 shares; 2025Q2: 1,559,749 shares; 2025Q3: 1,644,946 shares; 2025Q4: 950,587 shares 950,587 $27.7M 0.5% -694,359 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: 159,602 shares; 2025Q1: 184,426 shares; 2025Q2: 207,081 shares; 2025Q3: 214,595 shares; 2025Q4: 244,854 shares 244,854 $26.2M 0.48% +30,259 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: 728,729 shares; 2025Q1: 475,403 shares; 2025Q2: 416,468 shares; 2025Q3: 404,926 shares; 2025Q4: 382,443 shares 382,443 $25.2M 0.46% -22,483 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: 57,169 shares; 2025Q1: 64,133 shares; 2025Q2: 72,940 shares; 2025Q3: 78,290 shares; 2025Q4: 80,213 shares 80,213 $25.1M 0.46% +1,923 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: 61,943 shares; 2025Q1: 66,911 shares; 2025Q2: 73,899 shares; 2025Q3: 75,751 shares; 2025Q4: 76,525 shares 76,525 $24.7M 0.45% +774 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: 361,850 shares; 2025Q1: 333,897 shares; 2025Q2: 313,896 shares; 2025Q3: 283,353 shares; 2025Q4: 261,676 shares 261,676 $24.6M 0.45% -21,677 Timeline SMMU 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: 68,253 shares; 2025Q1: 237,986 shares; 2025Q2: 571,694 shares; 2025Q3: 558,429 shares; 2025Q4: 472,897 shares 472,897 $23.8M 0.43% -85,532 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: 24,132 shares; 2025Q1: 29,244 shares; 2025Q2: 32,172 shares; 2025Q3: 36,381 shares; 2025Q4: 35,183 shares 35,183 $23.2M 0.42% -1,198 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,887 shares 101,887 $21.9M 0.4% 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: not loaded; 2024Q4: 44,342 shares; 2025Q1: 43,632 shares; 2025Q2: 42,106 shares; 2025Q3: 42,002 shares; 2025Q4: 40,346 shares 40,346 $19.1M 0.35% -1,656 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: 121,434 shares; 2025Q1: 125,094 shares; 2025Q2: 128,189 shares; 2025Q3: 138,177 shares; 2025Q4: 171,253 shares 171,253 $19.1M 0.35% +33,076 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: 17,163,757 shares; 2025Q1: 17,485,429 shares; 2025Q2: 17,496,876 shares; 2025Q3: 17,484,426 shares; 2025Q4: 17,484,728 shares 17,484,728 $18.5M 0.34% +302 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: 112,564 shares; 2025Q1: 78,467 shares; 2025Q2: 68,263 shares; 2025Q3: 66,454 shares; 2025Q4: 63,415 shares 63,415 $18.4M 0.33% -3,039 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: 22,600 shares; 2025Q1: 26,586 shares; 2025Q2: 33,725 shares; 2025Q3: 35,285 shares; 2025Q4: 38,663 shares 38,663 $17.4M 0.32% +3,378 Timeline MTUM 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: 246,734 shares; 2025Q1: 77,903 shares; 2025Q2: 71,592 shares; 2025Q3: 71,281 shares; 2025Q4: 68,817 shares 68,817 $17.2M 0.31% -2,464 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: 36,898 shares; 2025Q1: 39,542 shares; 2025Q2: 47,663 shares; 2025Q3: 51,638 shares; 2025Q4: 53,928 shares 53,928 $16.9M 0.31% +2,290 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: 326,853 shares; 2025Q1: 196,019 shares; 2025Q2: 157,309 shares; 2025Q3: 148,070 shares; 2025Q4: 137,213 shares 137,213 $16.5M 0.3% -10,857 Timeline JIVE 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: not reported; 2025Q2: 182,845 shares; 2025Q3: 192,622 shares; 2025Q4: 203,922 shares 203,922 $16.4M 0.3% +11,300 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: 152,901 shares; 2025Q1: 158,326 shares; 2025Q2: 163,817 shares; 2025Q3: 154,885 shares; 2025Q4: 165,357 shares 165,357 $15.9M 0.29% +10,472 Timeline MUNI 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: 566,606 shares; 2025Q1: 572,442 shares; 2025Q2: 326,396 shares; 2025Q3: 347,384 shares; 2025Q4: 298,005 shares 298,005 $15.6M 0.28% -49,379 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: 351,020 shares; 2025Q1: 367,208 shares; 2025Q2: 393,038 shares; 2025Q3: 564,406 shares; 2025Q4: 225,748 shares 225,748 $15.2M 0.28% -338,658 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: 33,288 shares; 2025Q1: 101,036 shares; 2025Q2: 99,804 shares; 2025Q3: 99,186 shares; 2025Q4: 99,887 shares 99,887 $14.9M 0.27% +701 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276,358 shares; 2025Q3: 293,629 shares; 2025Q4: 306,579 shares 306,579 $14.8M 0.27% +12,950 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,091 shares; 2025Q1: 124,731 shares; 2025Q2: 113,983 shares; 2025Q3: 112,855 shares; 2025Q4: 111,265 shares 111,265 $14.4M 0.26% -1,590 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: 33,590 shares; 2025Q1: 36,623 shares; 2025Q2: 39,364 shares; 2025Q3: 39,556 shares; 2025Q4: 39,874 shares 39,874 $14M 0.25% +318 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: 21,402 shares; 2025Q1: 24,841 shares; 2025Q2: 25,774 shares; 2025Q3: 25,684 shares; 2025Q4: 27,664 shares 27,664 $13.9M 0.25% +1,980 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: 34,434 shares; 2025Q1: 35,521 shares; 2025Q2: 38,594 shares; 2025Q3: 41,208 shares; 2025Q4: 40,015 shares 40,015 $13.8M 0.25% -1,193 Timeline DIVO 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: 178,348 shares; 2025Q1: 186,323 shares; 2025Q2: 219,226 shares; 2025Q3: 255,583 shares; 2025Q4: 282,291 shares 282,291 $12.6M 0.23% +26,708 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 863,953 shares; 2025Q1: 346,642 shares; 2025Q2: 275,544 shares; 2025Q3: 264,157 shares; 2025Q4: 243,860 shares 243,860 $12.3M 0.22% -20,297 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297,790 shares; 2025Q3: 314,083 shares; 2025Q4: 323,620 shares 323,620 $12.2M 0.22% +9,537 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,277 shares; 2025Q1: 58,710 shares; 2025Q2: 57,413 shares; 2025Q3: 57,294 shares; 2025Q4: 56,051 shares 56,051 $11.8M 0.21% -1,243 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: 19,539 shares; 2025Q1: 20,495 shares; 2025Q2: 21,140 shares; 2025Q3: 21,264 shares; 2025Q4: 19,761 shares 19,761 $11.3M 0.21% -1,503 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: 61,167 shares; 2025Q1: 120,045 shares; 2025Q2: 138,065 shares; 2025Q3: 138,638 shares; 2025Q4: 137,043 shares 137,043 $11.3M 0.21% -1,595 Timeline JMUB 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: 10,283 shares; 2025Q1: 10,367 shares; 2025Q2: 25,462 shares; 2025Q3: 25,781 shares; 2025Q4: 221,338 shares 221,338 $11.2M 0.2% +195,557 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: 8,800 shares; 2025Q1: 9,389 shares; 2025Q2: 8,767 shares; 2025Q3: 8,085 shares; 2025Q4: 9,853 shares 9,853 $10.6M 0.19% +1,768 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: 26,620 shares; 2025Q1: 32,159 shares; 2025Q2: 35,526 shares; 2025Q3: 42,562 shares; 2025Q4: 45,222 shares 45,222 $9.36M 0.17% +2,660 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: 27,551 shares; 2025Q1: 37,183 shares; 2025Q2: not reported; 2025Q3: 47,284 shares; 2025Q4: 50,100 shares 50,100 $9.19M 0.17% +2,816 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 153,101 shares; 2025Q1: 128,918 shares; 2025Q2: 132,462 shares; 2025Q3: 130,928 shares; 2025Q4: 131,418 shares 131,418 $9.12M 0.17% +490 Timeline FQAL 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: 114,995 shares; 2025Q2: 119,494 shares; 2025Q3: 118,389 shares; 2025Q4: 119,490 shares 119,490 $9.03M 0.16% +1,101 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: 23,771 shares; 2025Q1: 25,762 shares; 2025Q2: 29,312 shares; 2025Q3: 27,872 shares; 2025Q4: 30,089 shares 30,089 $8.91M 0.16% +2,217 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: 8,536 shares; 2025Q1: 8,810 shares; 2025Q2: 9,457 shares; 2025Q3: 9,914 shares; 2025Q4: 10,090 shares 10,090 $8.87M 0.16% +176 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: 19,616 shares; 2025Q1: 23,754 shares; 2025Q2: 33,859 shares; 2025Q3: 38,051 shares; 2025Q4: 38,561 shares 38,561 $8.81M 0.16% +510 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,211 shares; 2025Q2: 346,276 shares; 2025Q3: 334,802 shares; 2025Q4: 343,585 shares 343,585 $8.66M 0.16% +8,783 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 217,275 shares; 2025Q1: 171,507 shares; 2025Q2: 185,471 shares; 2025Q3: 192,263 shares; 2025Q4: 211,986 shares 211,986 $8.53M 0.15% +19,723 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: 54,367 shares; 2025Q1: 56,110 shares; 2025Q2: 58,318 shares; 2025Q3: 57,124 shares; 2025Q4: 53,015 shares 53,015 $8.5M 0.15% -4,109 Timeline BOND 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: 8,642 shares; 2025Q1: 80,329 shares; 2025Q2: 93,437 shares; 2025Q3: 89,319 shares; 2025Q4: 89,322 shares 89,322 $8.31M 0.15% +3 Timeline ICLN 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: 17,285 shares; 2025Q1: 395,874 shares; 2025Q2: 524,379 shares; 2025Q3: 516,646 shares; 2025Q4: 505,577 shares 505,577 $8.31M 0.15% -11,069 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: 13,360 shares; 2025Q1: 16,265 shares; 2025Q2: 18,171 shares; 2025Q3: 20,611 shares; 2025Q4: 22,356 shares 22,356 $8.27M 0.15% +1,745 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: 44,996 shares; 2025Q1: 48,666 shares; 2025Q2: 52,215 shares; 2025Q3: 54,437 shares; 2025Q4: 53,698 shares 53,698 $8.25M 0.15% -739 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,278 shares; 2025Q1: 215,857 shares; 2025Q2: 27,345 shares; 2025Q3: 277,520 shares; 2025Q4: 273,055 shares 273,055 $8.16M 0.15% -4,465 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: 45,880 shares; 2025Q1: 56,348 shares; 2025Q2: 59,830 shares; 2025Q3: 59,583 shares; 2025Q4: 66,093 shares 66,093 $7.95M 0.14% +6,510 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: 24,366 shares; 2025Q1: 24,418 shares; 2025Q2: 25,415 shares; 2025Q3: 27,558 shares; 2025Q4: 28,967 shares 28,967 $7.91M 0.14% +1,409 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: 13,726 shares; 2025Q1: 105,388 shares; 2025Q2: 125,165 shares; 2025Q3: 121,989 shares; 2025Q4: 119,824 shares 119,824 $7.49M 0.14% -2,165 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: 711,460 shares; 2025Q1: 426,911 shares; 2025Q2: 445,172 shares; 2025Q3: 670,773 shares; 2025Q4: 262,188 shares 262,188 $7.28M 0.13% -408,585 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: 14,014 shares; 2025Q1: 17,226 shares; 2025Q2: 19,435 shares; 2025Q3: 21,823 shares; 2025Q4: 23,625 shares 23,625 $7.22M 0.13% +1,802 Timeline INTF 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: 68,700 shares; 2025Q1: 124,822 shares; 2025Q2: 148,756 shares; 2025Q3: 173,353 shares; 2025Q4: 188,820 shares 188,820 $7.13M 0.13% +15,467 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: 291,963 shares; 2025Q1: 362,931 shares; 2025Q2: 78,726 shares; 2025Q3: 77,735 shares; 2025Q4: 81,301 shares 81,301 $7.09M 0.13% +3,566 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: 52,963 shares; 2025Q1: 43,709 shares; 2025Q2: 32,751 shares; 2025Q3: 46,529 shares; 2025Q4: 66,475 shares 66,475 $7M 0.13% +19,946 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: 30,597 shares; 2025Q1: 38,831 shares; 2025Q2: 34,592 shares; 2025Q3: 41,594 shares; 2025Q4: 42,331 shares 42,331 $6.45M 0.12% +737 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: 70,248 shares; 2025Q1: 76,942 shares; 2025Q2: 107,709 shares; 2025Q3: 108,372 shares; 2025Q4: 116,523 shares 116,523 $6.41M 0.12% +8,151 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: 12,599 shares; 2025Q1: 11,624 shares; 2025Q2: 18,664 shares; 2025Q3: 19,767 shares; 2025Q4: 20,771 shares 20,771 $6.31M 0.11% +1,004 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: 6,141 shares; 2025Q1: 7,088 shares; 2025Q2: 7,672 shares; 2025Q3: 7,331 shares; 2025Q4: 7,219 shares 7,219 $6.23M 0.11% -112 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: 19,433 shares; 2025Q1: 19,052 shares; 2025Q2: 19,603 shares; 2025Q3: 19,863 shares; 2025Q4: 19,534 shares 19,534 $6.22M 0.11% -329 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: 65,707 shares; 2025Q1: 133,938 shares; 2025Q2: 137,470 shares; 2025Q3: 128,900 shares; 2025Q4: 132,600 shares 132,600 $6.17M 0.11% +3,700 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: 7,435 shares; 2025Q1: 8,628 shares; 2025Q2: 9,811 shares; 2025Q3: 10,421 shares; 2025Q4: 10,801 shares 10,801 $6.17M 0.11% +380 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: 57,628 shares; 2025Q1: 58,941 shares; 2025Q2: 59,306 shares; 2025Q3: 59,008 shares; 2025Q4: 57,762 shares 57,762 $6.08M 0.11% -1,246 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: 46,053 shares; 2025Q1: 50,649 shares; 2025Q2: 50,888 shares; 2025Q3: 47,761 shares; 2025Q4: 38,780 shares 38,780 $5.56M 0.1% -8,981 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241,392 shares 241,392 $5.42M 0.1% new 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: 17,188 shares; 2025Q1: 21,827 shares; 2025Q2: 23,845 shares; 2025Q3: 24,394 shares; 2025Q4: 25,281 shares 25,281 $5.41M 0.1% +887 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: 36,673 shares; 2025Q1: 44,606 shares; 2025Q2: 71,671 shares; 2025Q3: 70,645 shares; 2025Q4: 75,966 shares 75,966 $5.31M 0.1% +5,321 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,103,000 shares; 2025Q1: 5,205,000 shares; 2025Q2: 5,205,000 shares; 2025Q3: 5,205,000 shares; 2025Q4: 5,205,000 shares 5,205,000 $5.21M 0.09% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,649 shares; 2025Q1: 24,054 shares; 2025Q2: 26,928 shares; 2025Q3: 27,068 shares; 2025Q4: 29,241 shares 29,241 $5.2M 0.09% +2,173 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: 14,505 shares; 2025Q1: 12,162 shares; 2025Q2: 13,616 shares; 2025Q3: 14,054 shares; 2025Q4: 15,725 shares 15,725 $5.15M 0.09% +1,671 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,451 shares; 2025Q1: 20,885 shares; 2025Q2: 21,666 shares; 2025Q3: 22,692 shares; 2025Q4: 31,245 shares 31,245 $5.08M 0.09% +8,553 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: 144,264 shares; 2025Q1: 143,351 shares; 2025Q2: 143,086 shares; 2025Q3: 142,947 shares; 2025Q4: 143,154 shares 143,154 $5.07M 0.09% +207 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: 8,849 shares; 2025Q1: 9,371 shares; 2025Q2: 10,140 shares; 2025Q3: 10,101 shares; 2025Q4: 10,527 shares 10,527 $4.91M 0.09% +426 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,117 shares; 2025Q1: 93,749 shares; 2025Q2: 119,313 shares; 2025Q3: 122,131 shares; 2025Q4: 138,824 shares 138,824 $4.9M 0.09% +16,693 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: 4,204 shares; 2025Q1: 5,104 shares; 2025Q2: 5,521 shares; 2025Q3: 5,376 shares; 2025Q4: 50,373 shares 50,373 $4.72M 0.09% +44,997 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,371 shares 119,371 $4.69M 0.09% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,443 shares; 2025Q3: 84,875 shares; 2025Q4: 87,198 shares 87,198 $4.6M 0.08% +2,323 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: 38,626 shares; 2025Q1: 50,270 shares; 2025Q2: 53,528 shares; 2025Q3: 55,647 shares; 2025Q4: 59,085 shares 59,085 $4.55M 0.08% +3,438 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: 9,688 shares; 2025Q1: 12,857 shares; 2025Q2: 13,078 shares; 2025Q3: 13,758 shares; 2025Q4: 14,708 shares 14,708 $4.53M 0.08% +950 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 85,182 shares; 2025Q1: 157,040 shares; 2025Q2: 173,768 shares; 2025Q3: 184,045 shares; 2025Q4: 200,838 shares 200,838 $4.52M 0.08% +16,793 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: 25,990 shares; 2025Q1: 27,608 shares; 2025Q2: 28,267 shares; 2025Q3: 31,659 shares; 2025Q4: 30,300 shares 30,300 $4.51M 0.08% -1,359 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: 14,765 shares; 2025Q1: 24,505 shares; 2025Q2: 17,092 shares; 2025Q3: 15,835 shares; 2025Q4: 16,865 shares 16,865 $4.47M 0.08% +1,030 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,321 shares; 2025Q1: 88,739 shares; 2025Q2: 95,347 shares; 2025Q3: 96,982 shares; 2025Q4: 101,906 shares 101,906 $4.45M 0.08% +4,924 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: 59,436 shares; 2025Q1: 54,616 shares; 2025Q2: 56,084 shares; 2025Q3: 57,036 shares; 2025Q4: 50,692 shares 50,692 $4.42M 0.08% -6,344 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: 59,108 shares; 2025Q1: 73,795 shares; 2025Q2: 76,104 shares; 2025Q3: 75,467 shares; 2025Q4: 73,097 shares 73,097 $4.21M 0.08% -2,370 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: 25,072 shares; 2025Q1: 12,386 shares; 2025Q2: 8,697 shares; 2025Q3: 42,644 shares; 2025Q4: 43,643 shares 43,643 $4.2M 0.08% +999 Timeline SDY 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: 38,752 shares; 2025Q1: 32,647 shares; 2025Q2: 30,821 shares; 2025Q3: 30,387 shares; 2025Q4: 30,018 shares 30,018 $4.18M 0.08% -369 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: 44,193 shares; 2025Q1: 48,002 shares; 2025Q2: 39,721 shares; 2025Q3: 42,258 shares; 2025Q4: 45,552 shares 45,552 $4.16M 0.08% +3,294 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,476 shares; 2025Q1: 100,976 shares; 2025Q2: 125,195 shares; 2025Q3: 122,575 shares; 2025Q4: 109,008 shares 109,008 $4.15M 0.08% -13,567 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: 26,274 shares; 2025Q1: 24,029 shares; 2025Q2: 21,603 shares; 2025Q3: 21,175 shares; 2025Q4: 18,839 shares 18,839 $4.14M 0.08% -2,336 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: 20,039 shares; 2025Q1: 26,891 shares; 2025Q2: 32,145 shares; 2025Q3: 36,822 shares; 2025Q4: 44,285 shares 44,285 $4.13M 0.07% +7,463 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: 23,736 shares; 2025Q1: 26,499 shares; 2025Q2: 29,447 shares; 2025Q3: 33,760 shares; 2025Q4: 32,569 shares 32,569 $4.08M 0.07% -1,191 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: 24,465 shares; 2025Q1: 30,534 shares; 2025Q2: 33,557 shares; 2025Q3: 35,054 shares; 2025Q4: 34,749 shares 34,749 $4.07M 0.07% -305 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: 9,730 shares; 2025Q1: 10,576 shares; 2025Q2: 10,252 shares; 2025Q3: 10,712 shares; 2025Q4: 10,611 shares 10,611 $4.07M 0.07% -101 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: 14,740 shares; 2025Q1: 17,011 shares; 2025Q2: 17,753 shares; 2025Q3: 19,226 shares; 2025Q4: 20,834 shares 20,834 $4.06M 0.07% +1,608 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,711 shares; 2025Q1: 7,596 shares; 2025Q2: 6,914 shares; 2025Q3: 6,935 shares; 2025Q4: 6,589 shares 6,589 $3.98M 0.07% -346 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,045 shares; 2025Q1: 16,009 shares; 2025Q2: 19,511 shares; 2025Q3: 19,925 shares; 2025Q4: 21,494 shares 21,494 $3.82M 0.07% +1,569 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: 10,150 shares; 2025Q1: 11,506 shares; 2025Q2: 11,141 shares; 2025Q3: 13,450 shares; 2025Q4: 13,993 shares 13,993 $3.79M 0.07% +543 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: 2,390 shares; 2025Q1: 2,783 shares; 2025Q2: 5,489 shares; 2025Q3: 5,792 shares; 2025Q4: 5,739 shares 5,739 $3.75M 0.07% -53 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: 17,514 shares; 2025Q1: 16,133 shares; 2025Q2: 9,945 shares; 2025Q3: 9,804 shares; 2025Q4: 11,264 shares 11,264 $3.72M 0.07% +1,460 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: 10,597 shares; 2025Q1: 11,257 shares; 2025Q2: 11,738 shares; 2025Q3: 11,339 shares; 2025Q4: 11,795 shares 11,795 $3.68M 0.07% +456 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121,260 shares; 2025Q3: 126,306 shares; 2025Q4: 123,576 shares 123,576 $3.66M 0.07% -2,730 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: 5,691 shares; 2025Q1: 8,871 shares; 2025Q2: 8,873 shares; 2025Q3: 11,450 shares; 2025Q4: 12,503 shares 12,503 $3.57M 0.06% +1,053 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 223,704 shares; 2025Q1: 179,571 shares; 2025Q2: 163,280 shares; 2025Q3: 94,751 shares; 2025Q4: 94,313 shares 94,313 $3.53M 0.06% -438 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: 15,120 shares; 2025Q1: 14,061 shares; 2025Q2: 13,931 shares; 2025Q3: 14,180 shares; 2025Q4: 14,247 shares 14,247 $3.51M 0.06% +67 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: 105,556 shares; 2025Q1: 103,146 shares; 2025Q2: 111,717 shares; 2025Q3: 114,798 shares; 2025Q4: 86,084 shares 86,084 $3.51M 0.06% -28,714 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: 12,595 shares; 2025Q1: 18,877 shares; 2025Q2: 24,080 shares; 2025Q3: 25,498 shares; 2025Q4: 29,322 shares 29,322 $3.42M 0.06% +3,824 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: 8,287 shares; 2025Q1: 9,193 shares; 2025Q2: 9,156 shares; 2025Q3: 9,112 shares; 2025Q4: 8,713 shares 8,713 $3.39M 0.06% -399 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: 30,304 shares; 2025Q1: 32,960 shares; 2025Q2: 37,485 shares; 2025Q3: 38,451 shares; 2025Q4: 42,161 shares 42,161 $3.38M 0.06% +3,710 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 79,676 shares; 2025Q2: 81,050 shares; 2025Q3: 81,979 shares; 2025Q4: 102,235 shares 102,235 $3.33M 0.06% +20,256 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: 4,057 shares; 2025Q1: 4,316 shares; 2025Q2: 5,275 shares; 2025Q3: 5,466 shares; 2025Q4: 6,347 shares 6,347 $3.1M 0.06% +881 Timeline SMMV 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: 107,558 shares; 2025Q1: 92,791 shares; 2025Q2: 86,111 shares; 2025Q3: 81,922 shares; 2025Q4: 71,228 shares 71,228 $3.09M 0.06% -10,694 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: 17,684 shares; 2025Q1: 22,478 shares; 2025Q2: 24,378 shares; 2025Q3: 29,386 shares; 2025Q4: 31,917 shares 31,917 $3.07M 0.06% +2,531 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,780 shares; 2025Q1: 7,200 shares; 2025Q2: 12,935 shares; 2025Q3: 16,131 shares; 2025Q4: 21,582 shares 21,582 $3.04M 0.06% +5,451 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: 4,638 shares; 2025Q1: 5,306 shares; 2025Q2: 5,822 shares; 2025Q3: 5,868 shares; 2025Q4: 5,815 shares 5,815 $3.04M 0.06% -53 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: not loaded; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $3.02M 0.05% 0 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: 11,225 shares; 2025Q1: 12,649 shares; 2025Q2: 12,325 shares; 2025Q3: 11,760 shares; 2025Q4: 12,817 shares 12,817 $2.96M 0.05% +1,057 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: 110,919 shares; 2025Q1: 133,985 shares; 2025Q2: 141,152 shares; 2025Q3: 145,664 shares; 2025Q4: 118,234 shares 118,234 $2.94M 0.05% -27,430 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: 8,115 shares; 2025Q1: 13,911 shares; 2025Q2: 19,523 shares; 2025Q3: 20,287 shares; 2025Q4: 21,330 shares 21,330 $2.88M 0.05% +1,043 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: 2,388 shares; 2025Q1: 3,113 shares; 2025Q2: 2,463 shares; 2025Q3: 3,709 shares; 2025Q4: 4,902 shares 4,902 $2.84M 0.05% +1,193 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: 11,940 shares; 2025Q1: 13,503 shares; 2025Q2: 17,351 shares; 2025Q3: 19,390 shares; 2025Q4: 22,945 shares 22,945 $2.82M 0.05% +3,555 Timeline JMST 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: 9,734 shares; 2025Q1: 9,805 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,602 shares 54,602 $2.78M 0.05% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,334 shares; 2025Q1: 3,212 shares; 2025Q2: 3,887 shares; 2025Q3: 3,735 shares; 2025Q4: 4,163 shares 4,163 $2.76M 0.05% +428 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: 15,544 shares; 2025Q1: 18,943 shares; 2025Q2: 20,402 shares; 2025Q3: 21,655 shares; 2025Q4: 22,475 shares 22,475 $2.69M 0.05% +820 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: 1,580 shares; 2025Q1: 1,736 shares; 2025Q2: 2,196 shares; 2025Q3: 2,367 shares; 2025Q4: 2,485 shares 2,485 $2.66M 0.05% +118 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: 1,652 shares; 2025Q1: 3,681 shares; 2025Q2: 4,274 shares; 2025Q3: 4,903 shares; 2025Q4: 5,181 shares 5,181 $2.64M 0.05% +278 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: 2,191 shares; 2025Q1: 2,223 shares; 2025Q2: 1,842 shares; 2025Q3: 1,981 shares; 2025Q4: 3,388 shares 3,388 $2.55M 0.05% +1,407 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: not loaded; 2024Q4: 119,896 shares; 2025Q1: 124,066 shares; 2025Q2: 103,428 shares; 2025Q3: 59,234 shares; 2025Q4: 40,464 shares 40,464 $2.43M 0.04% -18,770 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: 5,984 shares; 2025Q1: 7,165 shares; 2025Q2: 10,586 shares; 2025Q3: 10,576 shares; 2025Q4: 11,183 shares 11,183 $2.43M 0.04% +607 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: 5,147 shares; 2025Q1: 6,422 shares; 2025Q2: 8,297 shares; 2025Q3: 8,340 shares; 2025Q4: 9,417 shares 9,417 $2.42M 0.04% +1,077 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: 9,954 shares; 2025Q1: 10,220 shares; 2025Q2: 11,050 shares; 2025Q3: 14,239 shares; 2025Q4: 16,584 shares 16,584 $2.38M 0.04% +2,345 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: 6,203 shares; 2025Q1: 7,413 shares; 2025Q2: 7,850 shares; 2025Q3: 8,192 shares; 2025Q4: 9,835 shares 9,835 $2.37M 0.04% +1,643 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: 7,634 shares; 2025Q1: 12,696 shares; 2025Q2: 12,558 shares; 2025Q3: 12,923 shares; 2025Q4: 13,786 shares 13,786 $2.36M 0.04% +863 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: 3,708 shares; 2025Q1: 4,715 shares; 2025Q2: 5,173 shares; 2025Q3: 5,112 shares; 2025Q4: 5,055 shares 5,055 $2.35M 0.04% -57 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,606 shares; 2025Q1: 19,327 shares; 2025Q2: 19,174 shares; 2025Q3: 19,296 shares; 2025Q4: 19,313 shares 19,313 $2.35M 0.04% +17 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: not reported; 2025Q1: 14,653 shares; 2025Q2: 15,227 shares; 2025Q3: 16,374 shares; 2025Q4: 13,327 shares 13,327 $2.26M 0.04% -3,047 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: 33,751 shares; 2025Q1: 31,908 shares; 2025Q2: 31,495 shares; 2025Q3: 31,668 shares; 2025Q4: 31,762 shares 31,762 $2.2M 0.04% +94 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,455 shares; 2025Q1: 32,624 shares; 2025Q2: 35,510 shares; 2025Q3: 38,557 shares; 2025Q4: 38,867 shares 38,867 $2.19M 0.04% +310 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: 24,658 shares; 2025Q1: 24,829 shares; 2025Q2: 24,308 shares; 2025Q3: 15,304 shares; 2025Q4: 15,218 shares 15,218 $2.18M 0.04% -86 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: 7,308 shares; 2025Q1: 7,679 shares; 2025Q2: 7,919 shares; 2025Q3: 7,908 shares; 2025Q4: 7,802 shares 7,802 $2.18M 0.04% -106 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: 3,458 shares; 2025Q1: 4,364 shares; 2025Q2: 7,563 shares; 2025Q3: 8,926 shares; 2025Q4: 8,941 shares 8,941 $2.17M 0.04% +15 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: 3,971 shares; 2025Q1: 5,067 shares; 2025Q2: 5,323 shares; 2025Q3: 5,767 shares; 2025Q4: 5,074 shares 5,074 $2.16M 0.04% -693 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: 822 shares; 2025Q1: 1,273 shares; 2025Q2: 1,504 shares; 2025Q3: 1,626 shares; 2025Q4: 1,777 shares 1,777 $2.16M 0.04% +151 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: 6,505 shares; 2025Q1: 10,066 shares; 2025Q2: 10,736 shares; 2025Q3: 11,071 shares; 2025Q4: 12,309 shares 12,309 $2.11M 0.04% +1,238 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,479 shares; 2025Q1: 1,825 shares; 2025Q2: 2,025 shares; 2025Q3: 2,105 shares; 2025Q4: 2,371 shares 2,371 $2.08M 0.04% +266 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42,762 shares; 2025Q1: 19,393 shares; 2025Q2: 21,922 shares; 2025Q3: 21,401 shares; 2025Q4: 19,410 shares 19,410 $2.07M 0.04% -1,991 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: 2,793 shares; 2025Q1: 3,028 shares; 2025Q2: 3,221 shares; 2025Q3: 2,833 shares; 2025Q4: 3,551 shares 3,551 $2.01M 0.04% +718 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,802 shares; 2025Q1: 20,617 shares; 2025Q2: 22,491 shares; 2025Q3: 21,366 shares; 2025Q4: 20,915 shares 20,915 $2.01M 0.04% -451 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: 12,700 shares; 2025Q1: 15,103 shares; 2025Q2: 18,779 shares; 2025Q3: 20,847 shares; 2025Q4: 20,270 shares 20,270 $1.95M 0.04% -577 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: 7,175 shares; 2025Q1: 16,401 shares; 2025Q2: 17,809 shares; 2025Q3: 21,761 shares; 2025Q4: 23,799 shares 23,799 $1.94M 0.04% +2,038 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: 10,953 shares; 2025Q1: 14,203 shares; 2025Q2: 15,207 shares; 2025Q3: 16,368 shares; 2025Q4: 17,092 shares 17,092 $1.94M 0.04% +724 Timeline EUSA 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: not reported; 2025Q2: 415,915 shares; 2025Q3: 695,209 shares; 2025Q4: 266,283 shares 266,283 $1.93M 0.04% -428,926 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,030 shares; 2025Q1: 16,767 shares; 2025Q2: 15,074 shares; 2025Q3: 16,832 shares; 2025Q4: 7,589 shares 7,589 $1.92M 0.03% -9,243 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: 11,771 shares; 2025Q1: 13,590 shares; 2025Q2: 12,588 shares; 2025Q3: 11,761 shares; 2025Q4: 10,830 shares 10,830 $1.88M 0.03% -931 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,622 shares; 2025Q1: 12,092 shares; 2025Q2: 10,045 shares; 2025Q3: 11,195 shares; 2025Q4: 12,140 shares 12,140 $1.87M 0.03% +945 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,976 shares; 2025Q1: 14,084 shares; 2025Q2: 17,094 shares; 2025Q3: 20,780 shares; 2025Q4: 20,235 shares 20,235 $1.86M 0.03% -545 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,888 shares; 2025Q1: 8,693 shares; 2025Q2: 8,771 shares; 2025Q3: 8,476 shares; 2025Q4: 8,536 shares 8,536 $1.85M 0.03% +60 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: 1,394 shares; 2025Q1: 1,324 shares; 2025Q2: 1,594 shares; 2025Q3: 1,452 shares; 2025Q4: 1,724 shares 1,724 $1.84M 0.03% +272 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: 9,176 shares; 2025Q1: 9,114 shares; 2025Q2: 6,694 shares; 2025Q3: 6,981 shares; 2025Q4: 7,138 shares 7,138 $1.84M 0.03% +157 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,500 shares; 2025Q1: 35,922 shares; 2025Q2: 42,715 shares; 2025Q3: 47,442 shares; 2025Q4: 51,427 shares 51,427 $1.83M 0.03% +3,985 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 25,362 shares; 2025Q2: 24,782 shares; 2025Q3: 24,782 shares; 2025Q4: 54,615 shares 54,615 $1.83M 0.03% +29,833 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,951 shares; 2025Q1: 16,482 shares; 2025Q2: 19,950 shares; 2025Q3: 21,930 shares; 2025Q4: 23,100 shares 23,100 $1.82M 0.03% +1,170 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: 237 shares; 2025Q1: 254 shares; 2025Q2: 322 shares; 2025Q3: 335 shares; 2025Q4: 336 shares 336 $1.8M 0.03% +1 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: 20,804 shares; 2025Q1: 20,400 shares; 2025Q2: 22,542 shares; 2025Q3: 24,451 shares; 2025Q4: 24,213 shares 24,213 $1.79M 0.03% -238 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,955 shares; 2025Q1: 23,390 shares; 2025Q2: 22,429 shares; 2025Q3: 22,367 shares; 2025Q4: 22,451 shares 22,451 $1.79M 0.03% +84 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,558 shares; 2025Q1: 17,251 shares; 2025Q2: 24,861 shares; 2025Q3: 26,835 shares; 2025Q4: 33,591 shares 33,591 $1.79M 0.03% +6,756 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,216 shares; 2025Q1: 10,026 shares; 2025Q2: 10,387 shares; 2025Q3: 10,584 shares; 2025Q4: 9,730 shares 9,730 $1.79M 0.03% -854 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,429 shares; 2025Q1: 50,525 shares; 2025Q2: 53,355 shares; 2025Q3: 53,692 shares; 2025Q4: 58,076 shares 58,076 $1.77M 0.03% +4,384 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 219,618 shares; 2025Q1: 118,593 shares; 2025Q2: 76,779 shares; 2025Q3: 74,707 shares; 2025Q4: 70,560 shares 70,560 $1.76M 0.03% -4,147 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: 2,098 shares; 2025Q1: 2,183 shares; 2025Q2: 2,770 shares; 2025Q3: 2,885 shares; 2025Q4: 3,049 shares 3,049 $1.74M 0.03% +164 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: 3,979 shares; 2025Q1: 4,535 shares; 2025Q2: 5,553 shares; 2025Q3: 5,624 shares; 2025Q4: 7,556 shares 7,556 $1.73M 0.03% +1,932 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: 6,304 shares; 2025Q1: 9,036 shares; 2025Q2: 14,313 shares; 2025Q3: 15,883 shares; 2025Q4: 17,264 shares 17,264 $1.72M 0.03% +1,381 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,601 shares; 2025Q1: 7,476 shares; 2025Q2: 8,381 shares; 2025Q3: 7,987 shares; 2025Q4: 6,646 shares 6,646 $1.71M 0.03% -1,341 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,323 shares; 2025Q1: 18,803 shares; 2025Q2: 18,905 shares; 2025Q3: 15,916 shares; 2025Q4: 39,080 shares 39,080 $1.7M 0.03% +23,164 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: not loaded; 2024Q4: 37,232 shares; 2025Q1: 69,869 shares; 2025Q2: 89,748 shares; 2025Q3: 98,539 shares; 2025Q4: 42,831 shares 42,831 $1.69M 0.03% -55,708 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,369 shares; 2025Q1: 5,488 shares; 2025Q2: 4,989 shares; 2025Q3: 5,016 shares; 2025Q4: 11,695 shares 11,695 $1.68M 0.03% +6,679 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,636 shares; 2025Q1: 3,719 shares; 2025Q2: 4,612 shares; 2025Q3: 4,980 shares; 2025Q4: 4,940 shares 4,940 $1.66M 0.03% -40 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: 22,826 shares; 2025Q1: 23,252 shares; 2025Q2: 29,181 shares; 2025Q3: 28,343 shares; 2025Q4: 27,591 shares 27,591 $1.66M 0.03% -752 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: 6,561 shares; 2025Q1: 9,258 shares; 2025Q2: 12,749 shares; 2025Q3: 14,662 shares; 2025Q4: 16,593 shares 16,593 $1.66M 0.03% +1,931 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,894 shares; 2025Q1: 17,138 shares; 2025Q2: 16,619 shares; 2025Q3: 15,954 shares; 2025Q4: 17,105 shares 17,105 $1.63M 0.03% +1,151 Timeline DDEC 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: 31,067 shares; 2025Q1: 31,200 shares; 2025Q2: 31,200 shares; 2025Q3: 31,200 shares; 2025Q4: 36,135 shares 36,135 $1.63M 0.03% +4,935 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: 2,296 shares; 2025Q1: 3,230 shares; 2025Q2: 3,185 shares; 2025Q3: 2,930 shares; 2025Q4: 3,587 shares 3,587 $1.63M 0.03% +657 Timeline ACWX 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: 16,598 shares; 2025Q1: 17,251 shares; 2025Q2: 23,168 shares; 2025Q3: 24,116 shares; 2025Q4: 24,192 shares 24,192 $1.62M 0.03% +76 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: 4,905 shares; 2025Q1: 5,555 shares; 2025Q2: 6,897 shares; 2025Q3: 7,358 shares; 2025Q4: 7,767 shares 7,767 $1.62M 0.03% +409 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: 7,014 shares; 2025Q1: 7,662 shares; 2025Q2: 8,085 shares; 2025Q3: 7,817 shares; 2025Q4: 7,778 shares 7,778 $1.62M 0.03% -39 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: 42,116 shares; 2025Q1: 44,380 shares; 2025Q2: 53,990 shares; 2025Q3: 61,503 shares; 2025Q4: 64,609 shares 64,609 $1.61M 0.03% +3,106 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,283 shares; 2025Q1: 4,748 shares; 2025Q2: 5,142 shares; 2025Q3: 5,673 shares; 2025Q4: 4,932 shares 4,932 $1.6M 0.03% -741 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,140 shares; 2025Q1: 7,206 shares; 2025Q2: 7,141 shares; 2025Q3: 8,649 shares; 2025Q4: 9,901 shares 9,901 $1.59M 0.03% +1,252 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,409 shares; 2025Q1: 8,832 shares; 2025Q2: 7,866 shares; 2025Q3: 9,311 shares; 2025Q4: 12,451 shares 12,451 $1.59M 0.03% +3,140 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,808 shares; 2025Q1: 6,650 shares; 2025Q2: 5,615 shares; 2025Q3: 5,483 shares; 2025Q4: 4,945 shares 4,945 $1.56M 0.03% -538 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,139 shares; 2025Q2: 29,741 shares; 2025Q3: 40,705 shares; 2025Q4: 48,979 shares 48,979 $1.55M 0.03% +8,274 Timeline JVAL 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: 31,152 shares; 2025Q1: 32,199 shares; 2025Q2: 31,433 shares; 2025Q3: 31,463 shares; 2025Q4: 31,552 shares 31,552 $1.55M 0.03% +89 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,985 shares; 2025Q1: 7,415 shares; 2025Q2: 7,532 shares; 2025Q3: 7,864 shares; 2025Q4: 6,243 shares 6,243 $1.54M 0.03% -1,621 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: 60,832 shares; 2025Q1: 63,954 shares; 2025Q2: 69,608 shares; 2025Q3: 58,750 shares; 2025Q4: 51,585 shares 51,585 $1.54M 0.03% -7,165 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,055 shares; 2025Q1: 3,370 shares; 2025Q2: 3,326 shares; 2025Q3: 3,526 shares; 2025Q4: 4,331 shares 4,331 $1.52M 0.03% +805 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: 11,734 shares; 2025Q1: 9,051 shares; 2025Q2: 9,669 shares; 2025Q3: 9,540 shares; 2025Q4: 9,346 shares 9,346 $1.51M 0.03% -194 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,425 shares; 2025Q1: 22,089 shares; 2025Q2: 27,461 shares; 2025Q3: 37,280 shares; 2025Q4: 32,955 shares 32,955 $1.5M 0.03% -4,325 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: 6,747 shares; 2025Q1: 6,041 shares; 2025Q2: 5,442 shares; 2025Q3: 4,651 shares; 2025Q4: 5,509 shares 5,509 $1.48M 0.03% +858 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: 5,596 shares; 2025Q1: 6,695 shares; 2025Q2: 6,548 shares; 2025Q3: 6,479 shares; 2025Q4: 6,709 shares 6,709 $1.47M 0.03% +230 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: 1,280 shares; 2025Q1: 1,524 shares; 2025Q2: 1,998 shares; 2025Q3: 1,892 shares; 2025Q4: 9,532 shares 9,532 $1.46M 0.03% +7,640 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: 21,124 shares; 2025Q1: 20,241 shares; 2025Q2: 15,077 shares; 2025Q3: 12,617 shares; 2025Q4: 14,695 shares 14,695 $1.46M 0.03% +2,078 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,171 shares; 2025Q1: 11,367 shares; 2025Q2: 15,202 shares; 2025Q3: 17,061 shares; 2025Q4: 16,588 shares 16,588 $1.45M 0.03% -473 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: 3,434 shares; 2025Q1: 5,759 shares; 2025Q2: 8,110 shares; 2025Q3: 10,206 shares; 2025Q4: 10,452 shares 10,452 $1.44M 0.03% +246 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: 2,136 shares; 2025Q1: 2,851 shares; 2025Q2: 3,936 shares; 2025Q3: 4,466 shares; 2025Q4: 4,610 shares 4,610 $1.44M 0.03% +144 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: 1,848 shares; 2025Q1: 2,286 shares; 2025Q2: 2,974 shares; 2025Q3: 2,832 shares; 2025Q4: 3,062 shares 3,062 $1.44M 0.03% +230 Timeline IAGG 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: 1,475,000 shares; 2025Q1: 1,432,000 shares; 2025Q2: 1,432,000 shares; 2025Q3: 1,432,000 shares; 2025Q4: 1,432,000 shares 1,432,000 $1.43M 0.03% 0 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: 17,397 shares; 2025Q1: 23,875 shares; 2025Q2: 15,878 shares; 2025Q3: 16,940 shares; 2025Q4: 16,858 shares 16,858 $1.43M 0.03% -82 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,955 shares; 2025Q1: 7,057 shares; 2025Q2: 8,522 shares; 2025Q3: 9,037 shares; 2025Q4: 9,565 shares 9,565 $1.4M 0.03% +528 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: 6,215 shares; 2025Q1: 6,675 shares; 2025Q2: 9,808 shares; 2025Q3: 10,492 shares; 2025Q4: 10,444 shares 10,444 $1.39M 0.03% -48 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: 5,333 shares; 2025Q1: 7,298 shares; 2025Q2: 7,242 shares; 2025Q3: 7,295 shares; 2025Q4: 7,508 shares 7,508 $1.38M 0.03% +213 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,646 shares; 2025Q1: 5,861 shares; 2025Q2: 6,075 shares; 2025Q3: 6,205 shares; 2025Q4: 6,124 shares 6,124 $1.38M 0.03% -81 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,670 shares; 2025Q1: 993 shares; 2025Q2: 1,304 shares; 2025Q3: 1,591 shares; 2025Q4: 2,046 shares 2,046 $1.38M 0.03% +455 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 122,128 shares; 2025Q1: 135,467 shares; 2025Q2: 27,219 shares; 2025Q3: 25,049 shares; 2025Q4: 23,885 shares 23,885 $1.37M 0.02% -1,164 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: 682 shares; 2025Q1: 781 shares; 2025Q2: 13,189 shares; 2025Q3: 14,148 shares; 2025Q4: 14,963 shares 14,963 $1.36M 0.02% +815 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: 7,061 shares; 2025Q1: 11,615 shares; 2025Q2: 12,643 shares; 2025Q3: 12,398 shares; 2025Q4: 11,762 shares 11,762 $1.36M 0.02% -636 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,397 shares; 2025Q1: 6,170 shares; 2025Q2: 9,400 shares; 2025Q3: 10,356 shares; 2025Q4: 11,992 shares 11,992 $1.36M 0.02% +1,636 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: 6,225 shares; 2025Q1: 7,234 shares; 2025Q2: 8,423 shares; 2025Q3: 9,665 shares; 2025Q4: 10,313 shares 10,313 $1.35M 0.02% +648 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: 2,961 shares; 2025Q1: 3,614 shares; 2025Q2: 4,398 shares; 2025Q3: 4,471 shares; 2025Q4: 4,633 shares 4,633 $1.34M 0.02% +162 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: 1,723 shares; 2025Q1: 2,304 shares; 2025Q2: 3,700 shares; 2025Q3: 4,164 shares; 2025Q4: 4,499 shares 4,499 $1.33M 0.02% +335 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: 7,270 shares; 2025Q1: 7,837 shares; 2025Q2: 8,471 shares; 2025Q3: 9,165 shares; 2025Q4: 10,100 shares 10,100 $1.3M 0.02% +935 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,942 shares; 2025Q1: 4,495 shares; 2025Q2: 4,736 shares; 2025Q3: 4,835 shares; 2025Q4: 5,248 shares 5,248 $1.29M 0.02% +413 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: not loaded; 2024Q4: 10,175 shares; 2025Q1: 11,606 shares; 2025Q2: 12,836 shares; 2025Q3: 15,801 shares; 2025Q4: 13,524 shares 13,524 $1.29M 0.02% -2,277 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: 13,482 shares; 2025Q1: 17,860 shares; 2025Q2: 21,806 shares; 2025Q3: 23,541 shares; 2025Q4: 26,201 shares 26,201 $1.29M 0.02% +2,660 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,958 shares; 2025Q1: 14,058 shares; 2025Q2: 14,096 shares; 2025Q3: 14,203 shares; 2025Q4: 14,375 shares 14,375 $1.29M 0.02% +172 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,308 shares; 2025Q1: 5,145 shares; 2025Q2: 6,202 shares; 2025Q3: 6,401 shares; 2025Q4: 6,911 shares 6,911 $1.28M 0.02% +510 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,451 shares; 2025Q1: 5,948 shares; 2025Q2: 6,302 shares; 2025Q3: 10,336 shares; 2025Q4: 13,857 shares 13,857 $1.28M 0.02% +3,521 Timeline IEV 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: 10,940 shares; 2025Q1: 16,025 shares; 2025Q2: 21,781 shares; 2025Q3: 21,262 shares; 2025Q4: 18,665 shares 18,665 $1.28M 0.02% -2,597 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,907 shares; 2025Q1: 2,997 shares; 2025Q2: 3,709 shares; 2025Q3: 3,692 shares; 2025Q4: 4,123 shares 4,123 $1.28M 0.02% +431 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 25,750 shares; 2025Q3: 33,181 shares; 2025Q4: 44,177 shares 44,177 $1.27M 0.02% +10,996 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: 2,465 shares; 2025Q1: 2,605 shares; 2025Q2: 3,361 shares; 2025Q3: 3,476 shares; 2025Q4: 3,564 shares 3,564 $1.26M 0.02% +88 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,677 shares; 2025Q1: 5,255 shares; 2025Q2: 5,319 shares; 2025Q3: 5,274 shares; 2025Q4: 4,867 shares 4,867 $1.23M 0.02% -407 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: 6,761 shares; 2025Q1: 12,741 shares; 2025Q2: 14,735 shares; 2025Q3: 14,839 shares; 2025Q4: 15,518 shares 15,518 $1.23M 0.02% +679 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,896 shares; 2025Q1: 6,852 shares; 2025Q2: 7,027 shares; 2025Q3: 5,486 shares; 2025Q4: 5,350 shares 5,350 $1.22M 0.02% -136 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: 8,619 shares; 2025Q1: 9,570 shares; 2025Q2: 9,246 shares; 2025Q3: 9,751 shares; 2025Q4: 9,093 shares 9,093 $1.21M 0.02% -658 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,220 shares; 2025Q3: 30,601 shares; 2025Q4: 10,117 shares 10,117 $1.21M 0.02% -20,484 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: 2,987 shares; 2025Q1: 4,336 shares; 2025Q2: 3,341 shares; 2025Q3: 2,901 shares; 2025Q4: 3,447 shares 3,447 $1.21M 0.02% +546 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: 73,125 shares; 2025Q1: 72,259 shares; 2025Q2: 63,737 shares; 2025Q3: 57,957 shares; 2025Q4: 43,918 shares 43,918 $1.2M 0.02% -14,039 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,142 shares; 2025Q1: 10,170 shares; 2025Q2: 12,456 shares; 2025Q3: 13,560 shares; 2025Q4: 14,709 shares 14,709 $1.2M 0.02% +1,149 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: 12,804 shares; 2025Q1: 14,682 shares; 2025Q2: 20,910 shares; 2025Q3: 21,479 shares; 2025Q4: 21,097 shares 21,097 $1.19M 0.02% -382 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: 8,845 shares; 2025Q1: 15,852 shares; 2025Q2: 15,246 shares; 2025Q3: 16,178 shares; 2025Q4: 16,247 shares 16,247 $1.19M 0.02% +69 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: 16,713 shares; 2025Q1: 19,203 shares; 2025Q2: 23,141 shares; 2025Q3: 25,283 shares; 2025Q4: 24,701 shares 24,701 $1.18M 0.02% -582 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: 3,896 shares; 2025Q1: 5,474 shares; 2025Q2: 6,259 shares; 2025Q3: 6,841 shares; 2025Q4: 7,351 shares 7,351 $1.18M 0.02% +510 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: 7,976 shares; 2025Q1: 11,821 shares; 2025Q2: 12,665 shares; 2025Q3: 12,381 shares; 2025Q4: 13,816 shares 13,816 $1.16M 0.02% +1,435 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,433 shares; 2025Q1: 14,965 shares; 2025Q2: 14,694 shares; 2025Q3: 14,131 shares; 2025Q4: 29,626 shares 29,626 $1.16M 0.02% +15,495 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,108 shares; 2025Q1: 5,936 shares; 2025Q2: 6,145 shares; 2025Q3: 5,867 shares; 2025Q4: 6,346 shares 6,346 $1.16M 0.02% +479 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,795 shares; 2025Q1: 16,002 shares; 2025Q2: 14,444 shares; 2025Q3: 15,871 shares; 2025Q4: 9,088 shares 9,088 $1.15M 0.02% -6,783 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: 20,142 shares; 2025Q1: 18,175 shares; 2025Q2: 18,989 shares; 2025Q3: 17,185 shares; 2025Q4: 5,861 shares 5,861 $1.14M 0.02% -11,324 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: 22,204 shares; 2025Q1: 30,454 shares; 2025Q2: 41,663 shares; 2025Q3: 41,367 shares; 2025Q4: 44,428 shares 44,428 $1.14M 0.02% +3,061 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 21,832 shares; 2025Q4: 30,085 shares 30,085 $1.11M 0.02% +8,253 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,458 shares; 2025Q1: 4,079 shares; 2025Q2: 3,418 shares; 2025Q3: 4,628 shares; 2025Q4: 5,707 shares 5,707 $1.11M 0.02% +1,079 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: 13,446 shares; 2025Q1: 25,116 shares; 2025Q2: 27,869 shares; 2025Q3: 30,315 shares; 2025Q4: 30,017 shares 30,017 $1.11M 0.02% -298 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 22,332 shares 22,332 $1.11M 0.02% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,787 shares; 2025Q1: 38,928 shares; 2025Q2: 46,084 shares; 2025Q3: 39,596 shares; 2025Q4: 23,001 shares 23,001 $1.11M 0.02% -16,595 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,170 shares; 2025Q1: 3,346 shares; 2025Q2: 3,639 shares; 2025Q3: 3,491 shares; 2025Q4: 3,834 shares 3,834 $1.1M 0.02% +343 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,253 shares; 2025Q1: 11,440 shares; 2025Q2: 13,591 shares; 2025Q3: 14,147 shares; 2025Q4: 11,735 shares 11,735 $1.1M 0.02% -2,412 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: 11,300 shares; 2025Q2: 12,594 shares; 2025Q3: 13,915 shares; 2025Q4: 10,604 shares 10,604 $1.09M 0.02% -3,311 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,627 shares; 2025Q1: 2,438 shares; 2025Q2: 5,770 shares; 2025Q3: 5,962 shares; 2025Q4: 6,357 shares 6,357 $1.08M 0.02% +395 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,141 shares; 2025Q1: 6,371 shares; 2025Q2: 3,287 shares; 2025Q3: 3,643 shares; 2025Q4: 3,692 shares 3,692 $1.08M 0.02% +49 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: 928 shares; 2025Q1: 1,123 shares; 2025Q2: 1,292 shares; 2025Q3: 1,202 shares; 2025Q4: 1,321 shares 1,321 $1.08M 0.02% +119 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,331 shares; 2025Q1: 4,492 shares; 2025Q2: 6,599 shares; 2025Q3: 12,304 shares; 2025Q4: 5,597 shares 5,597 $1.07M 0.02% -6,707 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,010 shares; 2025Q1: 4,294 shares; 2025Q2: 5,141 shares; 2025Q3: 5,136 shares; 2025Q4: 5,226 shares 5,226 $1.07M 0.02% +90 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,347 shares; 2025Q1: 3,434 shares; 2025Q2: 3,769 shares; 2025Q3: 3,565 shares; 2025Q4: 3,524 shares 3,524 $1.06M 0.02% -41 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,131 shares; 2025Q2: 3,760 shares; 2025Q3: 3,738 shares; 2025Q4: 2,841 shares 2,841 $1.06M 0.02% -897 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,904 shares; 2025Q1: 18,259 shares; 2025Q2: 19,104 shares; 2025Q3: 19,323 shares; 2025Q4: 10,690 shares 10,690 $1.05M 0.02% -8,633 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: 4,684 shares; 2025Q1: 5,196 shares; 2025Q2: 5,208 shares; 2025Q3: 5,822 shares; 2025Q4: 5,175 shares 5,175 $1.05M 0.02% -647 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,428 shares; 2025Q1: 5,560 shares; 2025Q2: 5,622 shares; 2025Q3: 5,407 shares; 2025Q4: 5,085 shares 5,085 $1.05M 0.02% -322 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,887 shares; 2025Q1: 6,806 shares; 2025Q2: 8,645 shares; 2025Q3: 10,276 shares; 2025Q4: 13,556 shares 13,556 $1.04M 0.02% +3,280 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,241 shares; 2025Q1: 7,271 shares; 2025Q2: 8,062 shares; 2025Q3: 8,445 shares; 2025Q4: 8,910 shares 8,910 $1.03M 0.02% +465 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: 7,038 shares; 2025Q1: 7,511 shares; 2025Q2: 8,613 shares; 2025Q3: 8,442 shares; 2025Q4: 6,778 shares 6,778 $1.02M 0.02% -1,664 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: 1,971 shares; 2025Q1: 1,814 shares; 2025Q2: 2,337 shares; 2025Q3: 2,025 shares; 2025Q4: 2,104 shares 2,104 $1.02M 0.02% +79 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 203 shares; 2025Q1: 405 shares; 2025Q2: 444 shares; 2025Q3: 546 shares; 2025Q4: 501 shares 501 $1.01M 0.02% -45 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: 53,362 shares; 2025Q1: 12,240 shares; 2025Q2: 17,982 shares; 2025Q3: 17,424 shares; 2025Q4: 19,753 shares 19,753 $1M 0.02% +2,329 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: 2,340 shares; 2025Q1: 2,331 shares; 2025Q2: 2,400 shares; 2025Q3: 2,385 shares; 2025Q4: 2,398 shares 2,398 $990K 0.02% +13 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,499 shares; 2025Q1: 2,041 shares; 2025Q2: not reported; 2025Q3: 2,708 shares; 2025Q4: 3,372 shares 3,372 $978K 0.02% +664 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,156 shares; 2025Q1: 2,079 shares; 2025Q2: 2,535 shares; 2025Q3: 2,807 shares; 2025Q4: 3,379 shares 3,379 $976K 0.02% +572 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,610 shares; 2025Q1: 5,336 shares; 2025Q2: 5,233 shares; 2025Q3: 4,442 shares; 2025Q4: 12,250 shares 12,250 $973K 0.02% +7,808 Timeline DMAR 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: 23,312 shares; 2025Q2: 23,312 shares; 2025Q3: 23,312 shares; 2025Q4: 23,222 shares 23,222 $967K 0.02% -90 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,744 shares; 2025Q1: 8,127 shares; 2025Q2: 9,080 shares; 2025Q3: 11,994 shares; 2025Q4: 10,121 shares 10,121 $964K 0.02% -1,873 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,249 shares; 2025Q1: 1,787 shares; 2025Q2: 2,178 shares; 2025Q3: 2,345 shares; 2025Q4: 2,049 shares 2,049 $963K 0.02% -296 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,872 shares; 2025Q1: 24,296 shares; 2025Q2: 21,193 shares; 2025Q3: 27,389 shares; 2025Q4: 33,124 shares 33,124 $955K 0.02% +5,735 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,657 shares; 2025Q1: 18,159 shares; 2025Q2: 20,919 shares; 2025Q3: 18,735 shares; 2025Q4: 14,187 shares 14,187 $943K 0.02% -4,548 Timeline SIZE 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: 5,834 shares; 2025Q1: 5,834 shares; 2025Q2: 5,827 shares; 2025Q3: 5,827 shares; 2025Q4: 5,827 shares 5,827 $941K 0.02% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,824 shares; 2025Q1: 2,862 shares; 2025Q2: 2,955 shares; 2025Q3: 2,894 shares; 2025Q4: 2,898 shares 2,898 $936K 0.02% +4 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,619 shares; 2025Q1: 5,671 shares; 2025Q2: 8,143 shares; 2025Q3: 7,823 shares; 2025Q4: 7,318 shares 7,318 $933K 0.02% -505 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,568 shares; 2025Q4: 19,568 shares 19,568 $931K 0.02% 0 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: 939 shares; 2025Q1: 1,143 shares; 2025Q2: 1,567 shares; 2025Q3: 1,538 shares; 2025Q4: 1,809 shares 1,809 $924K 0.02% +271 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: 5,250 shares; 2025Q1: 6,085 shares; 2025Q2: 5,802 shares; 2025Q3: 5,595 shares; 2025Q4: 4,966 shares 4,966 $921K 0.02% -629 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,245 shares; 2025Q1: 10,060 shares; 2025Q2: not reported; 2025Q3: 10,327 shares; 2025Q4: 10,572 shares 10,572 $901K 0.02% +245 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,147 shares; 2025Q1: 45,251 shares; 2025Q2: 67,268 shares; 2025Q3: 71,939 shares; 2025Q4: 76,288 shares 76,288 $895K 0.02% +4,349 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,617 shares; 2025Q1: 11,174 shares; 2025Q2: 10,479 shares; 2025Q3: 13,628 shares; 2025Q4: 14,789 shares 14,789 $893K 0.02% +1,161 Timeline IFRA 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: 16,558 shares; 2025Q1: 16,568 shares; 2025Q2: 16,551 shares; 2025Q3: 16,541 shares; 2025Q4: 16,591 shares 16,591 $873K 0.02% +50 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: 4,321 shares; 2025Q1: 4,330 shares; 2025Q2: 5,004 shares; 2025Q3: 4,460 shares; 2025Q4: 4,554 shares 4,554 $870K 0.02% +94 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: 20,213 shares; 2025Q1: 22,995 shares; 2025Q2: 19,237 shares; 2025Q3: 15,044 shares; 2025Q4: 15,051 shares 15,051 $867K 0.02% +7 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: 9,678 shares; 2025Q1: 10,971 shares; 2025Q2: 14,297 shares; 2025Q3: 14,090 shares; 2025Q4: 14,690 shares 14,690 $861K 0.02% +600 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,788 shares; 2025Q1: 2,544 shares; 2025Q2: 4,240 shares; 2025Q3: 4,995 shares; 2025Q4: 5,275 shares 5,275 $859K 0.02% +280 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: 2,497 shares; 2025Q2: 3,661 shares; 2025Q3: 9,842 shares; 2025Q4: 7,760 shares 7,760 $855K 0.02% -2,082 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: 15,768 shares; 2025Q1: 21,578 shares; 2025Q2: 14,159 shares; 2025Q3: 15,365 shares; 2025Q4: 15,756 shares 15,756 $850K 0.02% +391 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: 7,131 shares; 2025Q1: 8,283 shares; 2025Q2: 7,942 shares; 2025Q3: 7,802 shares; 2025Q4: 7,738 shares 7,738 $847K 0.02% -64 Timeline CMF 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: 14,698 shares 14,698 $845K 0.02% new 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: 3,559 shares; 2025Q1: 3,742 shares; 2025Q2: 4,217 shares; 2025Q3: 4,409 shares; 2025Q4: 4,654 shares 4,654 $838K 0.02% +245 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,874 shares; 2025Q1: 19,543 shares; 2025Q2: 19,388 shares; 2025Q3: 20,955 shares; 2025Q4: 21,888 shares 21,888 $837K 0.02% +933 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,743 shares; 2025Q1: 12,041 shares; 2025Q2: 11,747 shares; 2025Q3: 12,186 shares; 2025Q4: 12,363 shares 12,363 $827K 0.02% +177 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 536 shares; 2025Q1: 828 shares; 2025Q2: 653 shares; 2025Q3: 982 shares; 2025Q4: 1,070 shares 1,070 $826K 0.02% +88 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: 2,236 shares; 2025Q1: 2,388 shares; 2025Q2: 3,188 shares; 2025Q3: 2,947 shares; 2025Q4: 2,957 shares 2,957 $825K 0.01% +10 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: 21,422 shares; 2025Q1: 35,491 shares; 2025Q2: 53,157 shares; 2025Q3: 56,469 shares; 2025Q4: 62,854 shares 62,854 $825K 0.01% +6,385 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,874 shares; 2025Q1: 7,611 shares; 2025Q2: 7,976 shares; 2025Q3: 8,648 shares; 2025Q4: 10,423 shares 10,423 $824K 0.01% +1,775 Timeline EEMV 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: 25,782 shares; 2025Q1: 18,024 shares; 2025Q2: 12,814 shares; 2025Q3: 12,810 shares; 2025Q4: 12,788 shares 12,788 $819K 0.01% -22 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,906 shares; 2025Q1: 26,472 shares; 2025Q2: 30,204 shares; 2025Q3: 25,212 shares; 2025Q4: 21,996 shares 21,996 $814K 0.01% -3,216 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,189 shares; 2025Q4: 18,189 shares 18,189 $807K 0.01% 0 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: 2,560 shares; 2025Q1: 4,132 shares; 2025Q2: 5,733 shares; 2025Q3: 5,852 shares; 2025Q4: 6,234 shares 6,234 $804K 0.01% +382 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: 10,803 shares; 2025Q1: 11,792 shares; 2025Q2: 17,396 shares; 2025Q3: 25,254 shares; 2025Q4: 14,674 shares 14,674 $804K 0.01% -10,580 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 469 shares; 2025Q1: 532 shares; 2025Q2: 768 shares; 2025Q3: 874 shares; 2025Q4: 992 shares 992 $803K 0.01% +118 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 2,353 shares; 2025Q2: 3,312 shares; 2025Q3: 3,842 shares; 2025Q4: 3,503 shares 3,503 $793K 0.01% -339 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,666 shares; 2025Q1: 1,908 shares; 2025Q2: 2,046 shares; 2025Q3: 2,286 shares; 2025Q4: 2,340 shares 2,340 $790K 0.01% +54 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,463 shares; 2025Q1: 3,393 shares; 2025Q2: 4,138 shares; 2025Q3: 4,651 shares; 2025Q4: 4,895 shares 4,895 $787K 0.01% +244 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: 2,560 shares; 2025Q1: 2,611 shares; 2025Q2: 2,931 shares; 2025Q3: 3,377 shares; 2025Q4: 3,449 shares 3,449 $785K 0.01% +72 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,250 shares; 2025Q1: 7,011 shares; 2025Q2: 7,231 shares; 2025Q3: 7,683 shares; 2025Q4: 7,098 shares 7,098 $783K 0.01% -585 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,885 shares; 2025Q1: 6,039 shares; 2025Q2: 5,456 shares; 2025Q3: 5,902 shares; 2025Q4: 6,911 shares 6,911 $780K 0.01% +1,009 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: 4,545 shares; 2025Q1: 5,730 shares; 2025Q2: 6,111 shares; 2025Q3: 6,744 shares; 2025Q4: 11,205 shares 11,205 $778K 0.01% +4,461 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: 3,174 shares; 2025Q1: 4,176 shares; 2025Q2: 3,816 shares; 2025Q3: 2,792 shares; 2025Q4: 2,824 shares 2,824 $777K 0.01% +32 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,631 shares; 2025Q1: 4,191 shares; 2025Q2: 3,999 shares; 2025Q3: 4,290 shares; 2025Q4: 5,137 shares 5,137 $777K 0.01% +847 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,344 shares; 2025Q1: 18,036 shares; 2025Q2: 19,176 shares; 2025Q3: 17,034 shares; 2025Q4: 15,166 shares 15,166 $772K 0.01% -1,868 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: 38,913 shares; 2025Q1: 24,321 shares; 2025Q2: 23,449 shares; 2025Q3: 23,425 shares; 2025Q4: 23,636 shares 23,636 $771K 0.01% +211 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,190 shares; 2025Q1: 8,550 shares; 2025Q2: 8,540 shares; 2025Q3: 6,900 shares; 2025Q4: 6,867 shares 6,867 $770K 0.01% -33 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: 1,398 shares; 2025Q1: 2,021 shares; 2025Q2: 1,835 shares; 2025Q3: 1,974 shares; 2025Q4: 1,942 shares 1,942 $770K 0.01% -32 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: 17,390 shares; 2025Q1: 16,956 shares; 2025Q2: 13,868 shares; 2025Q3: 12,350 shares; 2025Q4: 11,024 shares 11,024 $766K 0.01% -1,326 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,860 shares; 2025Q1: 7,650 shares; 2025Q2: 8,236 shares; 2025Q3: 7,906 shares; 2025Q4: 7,458 shares 7,458 $764K 0.01% -448 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,162 shares; 2025Q1: 12,162 shares; 2025Q2: 12,162 shares; 2025Q3: 12,162 shares; 2025Q4: 12,163 shares 12,163 $756K 0.01% +1 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: 1,314 shares; 2025Q1: 1,906 shares; 2025Q2: 2,116 shares; 2025Q3: 2,308 shares; 2025Q4: 2,862 shares 2,862 $751K 0.01% +554 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,193 shares; 2025Q2: 3,497 shares; 2025Q3: 4,740 shares; 2025Q4: 5,992 shares 5,992 $748K 0.01% +1,252 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,170 shares; 2025Q1: 39,593 shares; 2025Q2: 52,177 shares; 2025Q3: 47,834 shares; 2025Q4: 46,993 shares 46,993 $745K 0.01% -841 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,194 shares; 2025Q1: 3,744 shares; 2025Q2: 3,705 shares; 2025Q3: 3,439 shares; 2025Q4: 3,067 shares 3,067 $745K 0.01% -372 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: 3,314 shares; 2025Q1: 3,529 shares; 2025Q2: 3,026 shares; 2025Q3: 3,053 shares; 2025Q4: 4,804 shares 4,804 $744K 0.01% +1,751 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 151 shares; 2025Q1: 201 shares; 2025Q2: 215 shares; 2025Q3: 237 shares; 2025Q4: 219 shares 219 $743K 0.01% -18 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,063 shares; 2025Q1: 22,091 shares; 2025Q2: 22,404 shares; 2025Q3: 23,281 shares; 2025Q4: 23,156 shares 23,156 $742K 0.01% -125 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,105 shares; 2025Q1: 37,022 shares; 2025Q2: 37,249 shares; 2025Q3: 37,146 shares; 2025Q4: 33,243 shares 33,243 $742K 0.01% -3,903 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,672 shares; 2025Q1: 13,087 shares; 2025Q2: 19,682 shares; 2025Q3: 18,324 shares; 2025Q4: 20,396 shares 20,396 $739K 0.01% +2,072 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,559 shares; 2025Q1: 9,918 shares; 2025Q2: 13,024 shares; 2025Q3: 13,766 shares; 2025Q4: 11,820 shares 11,820 $739K 0.01% -1,946 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: 11,468 shares; 2025Q1: 10,246 shares; 2025Q2: 11,545 shares; 2025Q3: 13,765 shares; 2025Q4: 16,678 shares 16,678 $737K 0.01% +2,913 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,924 shares; 2025Q1: 16,954 shares; 2025Q2: 12,390 shares; 2025Q3: 12,705 shares; 2025Q4: 15,893 shares 15,893 $736K 0.01% +3,188 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,504 shares; 2025Q1: 3,093 shares; 2025Q2: 3,127 shares; 2025Q3: 3,465 shares; 2025Q4: 3,955 shares 3,955 $732K 0.01% +490 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: 2,698 shares; 2025Q1: 2,478 shares; 2025Q2: 3,205 shares; 2025Q3: 3,344 shares; 2025Q4: 3,337 shares 3,337 $732K 0.01% -7 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,046 shares; 2025Q1: 5,752 shares; 2025Q2: 7,200 shares; 2025Q3: 7,273 shares; 2025Q4: 8,390 shares 8,390 $731K 0.01% +1,117 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: 18,633 shares; 2025Q1: 21,471 shares; 2025Q2: 31,533 shares; 2025Q3: 26,098 shares; 2025Q4: 26,503 shares 26,503 $729K 0.01% +405 Timeline FMHI 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: 10,349 shares; 2025Q1: 9,035 shares; 2025Q2: 20,982 shares; 2025Q3: 11,461 shares; 2025Q4: 15,187 shares 15,187 $728K 0.01% +3,726 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,068 shares; 2025Q1: 2,516 shares; 2025Q2: 4,361 shares; 2025Q3: 4,872 shares; 2025Q4: 4,998 shares 4,998 $724K 0.01% +126 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,758 shares; 2025Q1: 3,553 shares; 2025Q2: 3,018 shares; 2025Q3: 3,155 shares; 2025Q4: 3,365 shares 3,365 $720K 0.01% +210 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,752 shares; 2025Q1: 14,117 shares; 2025Q2: 13,489 shares; 2025Q3: 13,636 shares; 2025Q4: 15,732 shares 15,732 $716K 0.01% +2,096 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,729 shares; 2025Q1: 10,074 shares; 2025Q2: 8,380 shares; 2025Q3: 10,095 shares; 2025Q4: 11,232 shares 11,232 $716K 0.01% +1,137 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,962 shares; 2025Q1: 33,525 shares; 2025Q2: 14,938 shares; 2025Q3: 14,569 shares; 2025Q4: 14,247 shares 14,247 $712K 0.01% -322 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: 7,707 shares; 2025Q1: 11,533 shares; 2025Q2: 9,546 shares; 2025Q3: 10,478 shares; 2025Q4: 9,666 shares 9,666 $711K 0.01% -812 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,617 shares; 2025Q1: 21,846 shares; 2025Q2: 20,652 shares; 2025Q3: 23,807 shares; 2025Q4: 26,030 shares 26,030 $705K 0.01% +2,223 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,500 shares; 2025Q1: 7,816 shares; 2025Q2: 11,822 shares; 2025Q3: 12,224 shares; 2025Q4: 10,450 shares 10,450 $700K 0.01% -1,774 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: 10,680 shares 10,680 $698K 0.01% new 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: 2,899 shares; 2025Q1: 3,445 shares; 2025Q2: 3,387 shares; 2025Q3: 3,366 shares; 2025Q4: 3,903 shares 3,903 $697K 0.01% +537 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 15,923 shares; 2025Q4: 15,923 shares 15,923 $696K 0.01% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,859 shares; 2025Q1: 35,600 shares; 2025Q2: 22,548 shares; 2025Q3: 23,174 shares; 2025Q4: 23,352 shares 23,352 $690K 0.01% +178 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 2,624 shares; 2025Q2: 2,974 shares; 2025Q3: 3,468 shares; 2025Q4: 3,482 shares 3,482 $686K 0.01% +14 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: 3,163 shares; 2025Q1: 4,278 shares; 2025Q2: 5,106 shares; 2025Q3: 4,623 shares; 2025Q4: 3,904 shares 3,904 $685K 0.01% -719 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: 1,208 shares; 2025Q3: 1,723 shares; 2025Q4: 2,415 shares 2,415 $684K 0.01% +692 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,380 shares; 2025Q1: 10,552 shares; 2025Q2: 11,017 shares; 2025Q3: 10,437 shares; 2025Q4: 10,308 shares 10,308 $684K 0.01% -129 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: not reported; 2025Q1: 545 shares; 2025Q2: 756 shares; 2025Q3: 880 shares; 2025Q4: 1,009 shares 1,009 $683K 0.01% +129 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,588 shares; 2025Q1: 2,864 shares; 2025Q2: 3,244 shares; 2025Q3: 4,809 shares; 2025Q4: 4,706 shares 4,706 $678K 0.01% -103 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: 3,489 shares; 2025Q1: 4,753 shares; 2025Q2: 5,859 shares; 2025Q3: 6,572 shares; 2025Q4: 6,814 shares 6,814 $677K 0.01% +242 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: 20,410 shares; 2025Q2: 24,044 shares; 2025Q3: 24,449 shares; 2025Q4: 28,870 shares 28,870 $673K 0.01% +4,421 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,735 shares; 2025Q1: 5,484 shares; 2025Q2: 9,798 shares; 2025Q3: 17,201 shares; 2025Q4: 18,390 shares 18,390 $672K 0.01% +1,189 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 670 shares; 2025Q1: 802 shares; 2025Q2: 1,308 shares; 2025Q3: 1,381 shares; 2025Q4: 1,602 shares 1,602 $671K 0.01% +221 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: 370 shares; 2025Q1: 415 shares; 2025Q2: 512 shares; 2025Q3: 606 shares; 2025Q4: 663 shares 663 $669K 0.01% +57 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: 4,072 shares; 2025Q1: 5,559 shares; 2025Q2: 5,962 shares; 2025Q3: 3,968 shares; 2025Q4: 8,044 shares 8,044 $668K 0.01% +4,076 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,063 shares; 2025Q1: 2,193 shares; 2025Q2: 3,028 shares; 2025Q3: 3,011 shares; 2025Q4: 3,106 shares 3,106 $663K 0.01% +95 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,113 shares; 2025Q4: 3,467 shares 3,467 $663K 0.01% -7,646 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 2,702 shares; 2025Q3: 3,546 shares; 2025Q4: 5,148 shares 5,148 $658K 0.01% +1,602 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY 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: 11,647 shares; 2025Q3: 15,389 shares; 2025Q4: 20,469 shares 20,469 $654K 0.01% +5,080 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,208 shares; 2025Q1: 25,441 shares; 2025Q2: 26,524 shares; 2025Q3: 23,443 shares; 2025Q4: 25,584 shares 25,584 $651K 0.01% +2,141 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: 2,364 shares; 2025Q1: 2,724 shares; 2025Q2: 2,986 shares; 2025Q3: 2,911 shares; 2025Q4: 2,985 shares 2,985 $648K 0.01% +74 Timeline URTH 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: 3,976 shares; 2025Q1: 4,254 shares; 2025Q2: 3,363 shares; 2025Q3: 3,342 shares; 2025Q4: 3,428 shares 3,428 $637K 0.01% +86 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,014 shares; 2025Q1: 1,132 shares; 2025Q2: 1,301 shares; 2025Q3: 1,235 shares; 2025Q4: 1,296 shares 1,296 $636K 0.01% +61 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: 7,186 shares; 2025Q1: 7,141 shares; 2025Q2: 6,289 shares; 2025Q3: 6,268 shares; 2025Q4: 14,120 shares 14,120 $631K 0.01% +7,852 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: not loaded; 2024Q4: 1,463 shares; 2025Q1: 1,705 shares; 2025Q2: 1,504 shares; 2025Q3: 1,936 shares; 2025Q4: 1,784 shares 1,784 $629K 0.01% -152 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,127 shares; 2025Q1: 9,764 shares; 2025Q2: 11,088 shares; 2025Q3: 7,646 shares; 2025Q4: 7,232 shares 7,232 $619K 0.01% -414 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT 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: 5,423 shares; 2025Q3: 5,655 shares; 2025Q4: 6,566 shares 6,566 $619K 0.01% +911 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: 6,021 shares; 2025Q1: 4,122 shares; 2025Q2: 6,128 shares; 2025Q3: 6,772 shares; 2025Q4: 7,001 shares 7,001 $618K 0.01% +229 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,533 shares; 2025Q1: 5,242 shares; 2025Q2: 8,534 shares; 2025Q3: 8,379 shares; 2025Q4: 8,362 shares 8,362 $618K 0.01% -17 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,748 shares; 2025Q1: 7,834 shares; 2025Q2: 7,907 shares; 2025Q3: 7,987 shares; 2025Q4: 8,064 shares 8,064 $616K 0.01% +77 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: 2,459 shares; 2025Q1: 3,396 shares; 2025Q2: 4,043 shares; 2025Q3: 4,019 shares; 2025Q4: 3,262 shares 3,262 $613K 0.01% -757 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 313 shares; 2025Q1: 390 shares; 2025Q2: 427 shares; 2025Q3: 396 shares; 2025Q4: 461 shares 461 $613K 0.01% +65 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: 3,029 shares; 2025Q1: 3,993 shares; 2025Q2: 5,019 shares; 2025Q3: 5,920 shares; 2025Q4: 5,805 shares 5,805 $612K 0.01% -115 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,371 shares; 2025Q2: 1,873 shares; 2025Q3: 1,810 shares; 2025Q4: 2,387 shares 2,387 $611K 0.01% +577 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: 3,289 shares; 2025Q2: 2,982 shares; 2025Q3: 3,551 shares; 2025Q4: 3,731 shares 3,731 $608K 0.01% +180 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,332 shares; 2025Q1: 5,840 shares; 2025Q2: 7,631 shares; 2025Q3: 8,008 shares; 2025Q4: 7,667 shares 7,667 $605K 0.01% -341 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: not reported; 2025Q3: 2,846 shares; 2025Q4: 3,476 shares 3,476 $599K 0.01% +630 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: 3,872 shares; 2025Q1: 4,379 shares; 2025Q2: 5,135 shares; 2025Q3: 5,703 shares; 2025Q4: 7,123 shares 7,123 $594K 0.01% +1,420 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: 9,548 shares; 2025Q1: 13,373 shares; 2025Q2: 10,243 shares; 2025Q3: 11,165 shares; 2025Q4: 15,331 shares 15,331 $588K 0.01% +4,166 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,784 shares; 2025Q1: 6,023 shares; 2025Q2: 8,364 shares; 2025Q3: 9,052 shares; 2025Q4: 10,231 shares 10,231 $588K 0.01% +1,179 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: 4,252 shares; 2025Q1: 6,810 shares; 2025Q2: 3,737 shares; 2025Q3: 5,589 shares; 2025Q4: 7,271 shares 7,271 $582K 0.01% +1,682 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,738 shares; 2025Q1: 4,093 shares; 2025Q2: 6,002 shares; 2025Q3: 5,960 shares; 2025Q4: 6,835 shares 6,835 $581K 0.01% +875 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,591 shares 23,591 $575K 0.01% new Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,229 shares 11,229 $575K 0.01% new Timeline EVUS 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: 11,050 shares; 2025Q4: 17,722 shares 17,722 $568K 0.01% +6,672 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 1,624 shares; 2025Q3: 1,820 shares; 2025Q4: 2,061 shares 2,061 $568K 0.01% +241 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,761 shares; 2025Q1: 5,168 shares; 2025Q2: 13,469 shares; 2025Q3: 14,978 shares; 2025Q4: 14,112 shares 14,112 $566K 0.01% -866 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 610 shares; 2025Q1: 629 shares; 2025Q2: 884 shares; 2025Q3: 918 shares; 2025Q4: 907 shares 907 $565K 0.01% -11 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,009 shares; 2025Q1: 971 shares; 2025Q2: 1,472 shares; 2025Q3: 1,636 shares; 2025Q4: 1,972 shares 1,972 $563K 0.01% +336 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: 14,372 shares; 2025Q1: 14,524 shares; 2025Q2: 22,942 shares; 2025Q3: 55,424 shares; 2025Q4: 24,414 shares 24,414 $562K 0.01% -31,010 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,087 shares; 2025Q1: 2,643 shares; 2025Q2: 2,658 shares; 2025Q3: 2,632 shares; 2025Q4: 2,713 shares 2,713 $557K 0.01% +81 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,939 shares; 2025Q1: 4,551 shares; 2025Q2: not reported; 2025Q3: 4,971 shares; 2025Q4: 5,678 shares 5,678 $555K 0.01% +707 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE 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: 2,519 shares; 2025Q2: 3,238 shares; 2025Q3: 3,581 shares; 2025Q4: 4,007 shares 4,007 $552K 0.01% +426 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 4,084 shares; 2025Q2: 7,429 shares; 2025Q3: 6,794 shares; 2025Q4: 7,130 shares 7,130 $552K 0.01% +336 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: 9,474 shares; 2025Q2: 13,294 shares; 2025Q3: 12,866 shares; 2025Q4: 12,647 shares 12,647 $551K 0.01% -219 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: 2,528 shares; 2025Q3: 2,729 shares; 2025Q4: 3,163 shares 3,163 $551K 0.01% +434 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,741 shares; 2025Q1: 20,731 shares; 2025Q2: 25,123 shares; 2025Q3: 26,257 shares; 2025Q4: 28,458 shares 28,458 $550K 0.01% +2,201 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,853 shares; 2025Q1: 7,093 shares; 2025Q2: 8,249 shares; 2025Q3: 7,596 shares; 2025Q4: 6,189 shares 6,189 $550K 0.01% -1,407 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,531 shares; 2025Q1: 1,550 shares; 2025Q2: 1,957 shares; 2025Q3: 2,026 shares; 2025Q4: 2,269 shares 2,269 $546K 0.01% +243 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,687 shares; 2025Q1: 15,308 shares; 2025Q2: 13,617 shares; 2025Q3: 13,040 shares; 2025Q4: 8,127 shares 8,127 $546K 0.01% -4,913 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,376 shares; 2025Q1: not reported; 2025Q2: 2,188 shares; 2025Q3: 2,296 shares; 2025Q4: 2,438 shares 2,438 $543K 0.01% +142 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,082 shares; 2025Q3: 1,338 shares; 2025Q4: 1,283 shares 1,283 $541K 0.01% -55 Timeline GSK GSK PLC More: the full row for GSK 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: 5,418 shares; 2025Q2: 10,241 shares; 2025Q3: 10,314 shares; 2025Q4: 11,030 shares 11,030 $541K 0.01% +716 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,439 shares; 2025Q2: 1,676 shares; 2025Q3: 1,886 shares; 2025Q4: 2,643 shares 2,643 $537K 0.01% +757 Timeline QQEW 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: 6,332 shares; 2025Q1: 4,009 shares; 2025Q2: 3,937 shares; 2025Q3: 3,917 shares; 2025Q4: 3,759 shares 3,759 $534K 0.01% -158 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN 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: 466 shares; 2025Q2: 519 shares; 2025Q3: 541 shares; 2025Q4: 952 shares 952 $526K 0.01% +411 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,166 shares; 2025Q1: 1,431 shares; 2025Q2: 1,761 shares; 2025Q3: 1,799 shares; 2025Q4: 2,025 shares 2,025 $524K 0.01% +226 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,432 shares; 2025Q1: 5,375 shares; 2025Q2: 5,346 shares; 2025Q3: 5,422 shares; 2025Q4: 5,367 shares 5,367 $520K 0.01% -55 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,515 shares; 2025Q1: 3,700 shares; 2025Q2: 6,827 shares; 2025Q3: 8,499 shares; 2025Q4: 7,971 shares 7,971 $519K 0.01% -528 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: 11,203 shares; 2025Q1: 9,165 shares; 2025Q2: 13,378 shares; 2025Q3: 10,824 shares; 2025Q4: 9,610 shares 9,610 $517K 0.01% -1,214 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM 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: 35,507 shares; 2025Q3: 38,398 shares; 2025Q4: 32,575 shares 32,575 $515K 0.01% -5,823 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: 5,148 shares; 2025Q1: 5,352 shares; 2025Q2: 6,598 shares; 2025Q3: 7,611 shares; 2025Q4: 6,978 shares 6,978 $514K 0.01% -633 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 2,854 shares; 2025Q3: 3,342 shares; 2025Q4: 3,950 shares 3,950 $510K 0.01% +608 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,609 shares; 2025Q1: 7,054 shares; 2025Q2: 7,711 shares; 2025Q3: 7,505 shares; 2025Q4: 7,242 shares 7,242 $508K 0.01% -263 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,366 shares; 2025Q3: 17,118 shares; 2025Q4: 19,299 shares 19,299 $505K 0.01% +2,181 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,426 shares; 2025Q2: 3,601 shares; 2025Q3: 4,391 shares; 2025Q4: 4,011 shares 4,011 $505K 0.01% -380 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,558 shares; 2025Q1: 17,594 shares; 2025Q2: 20,017 shares; 2025Q3: 17,315 shares; 2025Q4: 18,014 shares 18,014 $504K 0.01% +699 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: 5,338 shares; 2025Q1: 7,769 shares; 2025Q2: 10,940 shares; 2025Q3: 10,586 shares; 2025Q4: 8,632 shares 8,632 $504K 0.01% -1,954 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,500 shares; 2025Q1: 2,595 shares; 2025Q2: 2,787 shares; 2025Q3: 2,710 shares; 2025Q4: 2,578 shares 2,578 $503K 0.01% -132 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 2,703 shares; 2025Q3: 3,396 shares; 2025Q4: 3,690 shares 3,690 $502K 0.01% +294 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: 5,033 shares; 2025Q2: 5,321 shares; 2025Q3: 5,812 shares; 2025Q4: 6,845 shares 6,845 $500K 0.01% +1,033 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,700 shares; 2025Q1: 26,309 shares; 2025Q2: 31,056 shares; 2025Q3: 25,911 shares; 2025Q4: 28,515 shares 28,515 $499K 0.01% +2,604 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,334 shares; 2025Q1: 10,707 shares; 2025Q2: 10,627 shares; 2025Q3: 10,853 shares; 2025Q4: 9,421 shares 9,421 $498K 0.01% -1,432 Timeline VWOB 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: 7,799 shares; 2025Q2: 7,637 shares; 2025Q3: 7,542 shares; 2025Q4: 7,370 shares 7,370 $497K 0.01% -172 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK 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: not reported; 2025Q2: 11,376 shares; 2025Q3: 12,019 shares; 2025Q4: 12,764 shares 12,764 $492K 0.01% +745 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,405 shares; 2025Q3: 6,288 shares; 2025Q4: 6,039 shares 6,039 $489K 0.01% -249 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,163 shares; 2025Q4: 7,228 shares 7,228 $489K 0.01% +65 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,475 shares; 2025Q2: 7,504 shares; 2025Q3: 7,826 shares; 2025Q4: 10,711 shares 10,711 $489K 0.01% +2,885 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,065 shares; 2025Q1: 19,834 shares; 2025Q2: 5,713 shares; 2025Q3: 4,627 shares; 2025Q4: 4,280 shares 4,280 $487K 0.01% -347 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,997 shares; 2025Q4: 9,801 shares 9,801 $487K 0.01% +4,804 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 781 shares; 2025Q2: 912 shares; 2025Q3: 1,148 shares; 2025Q4: 1,249 shares 1,249 $486K 0.01% +101 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,371 shares; 2025Q1: 11,169 shares; 2025Q2: 10,536 shares; 2025Q3: 10,258 shares; 2025Q4: 9,148 shares 9,148 $485K 0.01% -1,110 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,068 shares; 2025Q1: 7,122 shares; 2025Q2: 6,096 shares; 2025Q3: 4,718 shares; 2025Q4: 6,592 shares 6,592 $485K 0.01% +1,874 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 761 shares; 2025Q1: 622 shares; 2025Q2: 785 shares; 2025Q3: 867 shares; 2025Q4: 852 shares 852 $484K 0.01% -15 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: 1,307 shares; 2025Q1: 1,314 shares; 2025Q2: 1,773 shares; 2025Q3: 1,956 shares; 2025Q4: 2,139 shares 2,139 $484K 0.01% +183 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: not reported; 2025Q2: 2,610 shares; 2025Q3: 2,912 shares; 2025Q4: 4,323 shares 4,323 $483K 0.01% +1,411 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: 7,142 shares; 2025Q1: 5,458 shares; 2025Q2: 5,493 shares; 2025Q3: 5,472 shares; 2025Q4: 5,365 shares 5,365 $479K 0.01% -107 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 13,692 shares; 2025Q2: 14,209 shares; 2025Q3: 14,189 shares; 2025Q4: 11,954 shares 11,954 $478K 0.01% -2,235 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,060 shares; 2025Q1: 2,884 shares; 2025Q2: 3,509 shares; 2025Q3: 3,833 shares; 2025Q4: 4,066 shares 4,066 $477K 0.01% +233 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: 5,112 shares; 2025Q1: 7,601 shares; 2025Q2: 6,668 shares; 2025Q3: 7,078 shares; 2025Q4: 4,497 shares 4,497 $472K 0.01% -2,581 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 699 shares; 2025Q1: 1,339 shares; 2025Q2: 1,580 shares; 2025Q3: 1,173 shares; 2025Q4: 1,341 shares 1,341 $470K 0.01% +168 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,157 shares; 2025Q1: 3,909 shares; 2025Q2: 3,226 shares; 2025Q3: 3,620 shares; 2025Q4: 3,436 shares 3,436 $466K 0.01% -184 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: 2,354 shares; 2025Q1: 2,349 shares; 2025Q2: 2,207 shares; 2025Q3: 2,209 shares; 2025Q4: 2,224 shares 2,224 $465K 0.01% +15 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,376 shares; 2025Q1: 11,709 shares; 2025Q2: 12,438 shares; 2025Q3: 11,972 shares; 2025Q4: 11,762 shares 11,762 $460K 0.01% -210 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 374 shares; 2025Q2: 500 shares; 2025Q3: 512 shares; 2025Q4: 507 shares 507 $459K 0.01% -5 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: not reported; 2025Q2: 6,750 shares; 2025Q3: 6,854 shares; 2025Q4: 8,661 shares 8,661 $458K 0.01% +1,807 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 16,170 shares; 2025Q2: 14,424 shares; 2025Q3: 7,530 shares; 2025Q4: 10,887 shares 10,887 $455K 0.01% +3,357 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: not reported; 2025Q2: 3,385 shares; 2025Q3: 5,071 shares; 2025Q4: 4,772 shares 4,772 $454K 0.01% -299 Timeline