PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,025 shares; 2024Q4: 517,847 shares; 2025Q1: 525,237 shares; 2025Q2: 525,237 shares; 2025Q3: 540,729 shares; 2025Q4: 515,715 shares 515,715 $24.2M 8.56% -25,014 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: 42,959 shares; 2024Q4: 43,404 shares; 2025Q1: 44,286 shares; 2025Q2: 44,286 shares; 2025Q3: 43,911 shares; 2025Q4: 43,709 shares 43,709 $11.9M 4.2% -202 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: 17,225 shares; 2024Q4: 17,088 shares; 2025Q1: 12,635 shares; 2025Q2: 12,635 shares; 2025Q3: 23,432 shares; 2025Q4: 20,230 shares 20,230 $9.57M 3.39% -3,202 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,044 shares; 2025Q4: 143,635 shares 143,635 $8.46M 2.99% +139,591 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: 26,042 shares; 2024Q4: 26,559 shares; 2025Q1: 26,518 shares; 2025Q2: 26,518 shares; 2025Q3: 25,496 shares; 2025Q4: 24,961 shares 24,961 $8.37M 2.96% -535 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,352 shares; 2024Q4: 15,899 shares; 2025Q1: 16,233 shares; 2025Q2: 16,233 shares; 2025Q3: 15,848 shares; 2025Q4: 16,085 shares 16,085 $7.78M 2.75% +237 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: 34,038 shares; 2024Q4: 33,666 shares; 2025Q1: 27,627 shares; 2025Q2: 27,627 shares; 2025Q3: 37,889 shares; 2025Q4: 39,014 shares 39,014 $7.28M 2.57% +1,125 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: 25,526 shares; 2024Q4: 25,775 shares; 2025Q1: 26,479 shares; 2025Q2: 26,479 shares; 2025Q3: 30,522 shares; 2025Q4: 30,276 shares 30,276 $6.99M 2.47% -246 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: 17,913 shares; 2024Q4: 17,766 shares; 2025Q1: 17,727 shares; 2025Q2: 17,727 shares; 2025Q3: 22,469 shares; 2025Q4: 117,829 shares 117,829 $6.18M 2.18% +95,360 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: 10,629 shares; 2024Q4: 10,780 shares; 2025Q1: 10,428 shares; 2025Q2: 10,428 shares; 2025Q3: 10,033 shares; 2025Q4: 9,691 shares 9,691 $6.08M 2.15% -342 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: 5,873 shares; 2024Q4: 6,083 shares; 2025Q1: 6,236 shares; 2025Q2: 6,236 shares; 2025Q3: 7,664 shares; 2025Q4: 8,351 shares 8,351 $5.51M 1.95% +687 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: 5,975 shares; 2024Q4: 5,987 shares; 2025Q1: 10,306 shares; 2025Q2: 10,306 shares; 2025Q3: 9,502 shares; 2025Q4: 7,556 shares 7,556 $5.15M 1.82% -1,946 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,620 shares; 2024Q4: 10,456 shares; 2025Q1: 13,801 shares; 2025Q2: 13,801 shares; 2025Q3: 15,111 shares; 2025Q4: 15,251 shares 15,251 $4.91M 1.74% +140 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,379 shares; 2024Q4: 92,479 shares; 2025Q1: 93,527 shares; 2025Q2: 93,527 shares; 2025Q3: 94,254 shares; 2025Q4: 93,509 shares 93,509 $4.85M 1.72% -745 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93,246 shares; 2025Q2: 93,246 shares; 2025Q3: 120,903 shares; 2025Q4: 109,980 shares 109,980 $4.18M 1.48% -10,923 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: 13,647 shares; 2024Q4: 14,502 shares; 2025Q1: 14,837 shares; 2025Q2: 14,837 shares; 2025Q3: 12,186 shares; 2025Q4: 11,422 shares 11,422 $3.95M 1.4% -764 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: 28,580 shares; 2024Q4: 29,751 shares; 2025Q1: 30,059 shares; 2025Q2: 30,059 shares; 2025Q3: 29,784 shares; 2025Q4: 28,628 shares 28,628 $3.45M 1.22% -1,156 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,926 shares; 2024Q4: 30,352 shares; 2025Q1: 29,953 shares; 2025Q2: 29,953 shares; 2025Q3: 32,691 shares; 2025Q4: 32,922 shares 32,922 $3.22M 1.14% +231 Timeline IDV 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: 12,162 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,057 shares; 2025Q4: 78,528 shares 78,528 $3.1M 1.1% -1,529 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: 28,465 shares; 2024Q4: 29,603 shares; 2025Q1: 28,444 shares; 2025Q2: 28,444 shares; 2025Q3: 27,220 shares; 2025Q4: 30,879 shares 30,879 $3.08M 1.09% +3,659 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: 13,031 shares; 2024Q4: 18,751 shares; 2025Q1: 25,322 shares; 2025Q2: 25,322 shares; 2025Q3: 11,529 shares; 2025Q4: 14,308 shares 14,308 $3.01M 1.06% +2,779 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: 11,718 shares; 2024Q4: 14,323 shares; 2025Q1: 9,884 shares; 2025Q2: 9,884 shares; 2025Q3: 8,639 shares; 2025Q4: 12,133 shares 12,133 $2.99M 1.06% +3,494 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: 18,229 shares; 2024Q4: 18,820 shares; 2025Q1: 18,806 shares; 2025Q2: 18,806 shares; 2025Q3: 18,815 shares; 2025Q4: 18,849 shares 18,849 $2.87M 1.02% +34 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: 22,592 shares; 2024Q4: 23,001 shares; 2025Q1: 23,585 shares; 2025Q2: 23,585 shares; 2025Q3: 23,618 shares; 2025Q4: 24,806 shares 24,806 $2.76M 0.98% +1,188 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: 5,441 shares; 2024Q4: 5,884 shares; 2025Q1: 6,193 shares; 2025Q2: 6,193 shares; 2025Q3: 4,226 shares; 2025Q4: 4,181 shares 4,181 $2.57M 0.91% -45 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,182 shares 57,182 $2.53M 0.9% new 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: 9,434 shares; 2024Q4: 9,374 shares; 2025Q1: 9,271 shares; 2025Q2: 9,271 shares; 2025Q3: 8,977 shares; 2025Q4: 17,217 shares 17,217 $2.48M 0.88% +8,240 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,910 shares 16,910 $2.31M 0.82% new 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: 10,305 shares; 2024Q4: 10,297 shares; 2025Q1: 10,324 shares; 2025Q2: 10,324 shares; 2025Q3: 10,527 shares; 2025Q4: 10,327 shares 10,327 $2.27M 0.8% -200 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: 3,490 shares; 2024Q4: 3,524 shares; 2025Q1: 6,967 shares; 2025Q2: 6,967 shares; 2025Q3: 7,058 shares; 2025Q4: 7,133 shares 7,133 $2.11M 0.75% +75 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 2,439 shares; 2025Q1: 2,804 shares; 2025Q2: 2,804 shares; 2025Q3: 4,202 shares; 2025Q4: 4,183 shares 4,183 $2.01M 0.71% -19 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: 5,362 shares; 2024Q4: 4,541 shares; 2025Q1: 4,638 shares; 2025Q2: 4,638 shares; 2025Q3: 4,727 shares; 2025Q4: 4,728 shares 4,728 $2M 0.71% +1 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: 4,687 shares; 2024Q4: 5,280 shares; 2025Q1: 5,255 shares; 2025Q2: 5,255 shares; 2025Q3: 7,663 shares; 2025Q4: 7,214 shares 7,214 $1.96M 0.69% -449 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: 19,616 shares; 2024Q4: 41,091 shares; 2025Q1: 39,374 shares; 2025Q2: 39,374 shares; 2025Q3: 19,796 shares; 2025Q4: 19,716 shares 19,716 $1.9M 0.67% -80 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: 5,803 shares; 2024Q4: 6,722 shares; 2025Q1: 6,620 shares; 2025Q2: 6,620 shares; 2025Q3: 6,685 shares; 2025Q4: 6,844 shares 6,844 $1.87M 0.66% +159 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: 3,114 shares; 2024Q4: 2,794 shares; 2025Q1: 2,739 shares; 2025Q2: 2,739 shares; 2025Q3: 2,755 shares; 2025Q4: 2,712 shares 2,712 $1.86M 0.66% -43 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: 24,263 shares; 2024Q4: 24,288 shares; 2025Q1: 24,371 shares; 2025Q2: 24,371 shares; 2025Q3: 24,746 shares; 2025Q4: 24,588 shares 24,588 $1.81M 0.64% -158 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: 5,441 shares; 2024Q4: 5,536 shares; 2025Q1: 4,602 shares; 2025Q2: 4,602 shares; 2025Q3: 4,777 shares; 2025Q4: 4,785 shares 4,785 $1.77M 0.63% +8 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: 6,823 shares; 2024Q4: 7,730 shares; 2025Q1: 7,890 shares; 2025Q2: 7,890 shares; 2025Q3: 8,592 shares; 2025Q4: 8,445 shares 8,445 $1.75M 0.62% -147 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: 3,252 shares; 2024Q4: 3,255 shares; 2025Q1: 3,485 shares; 2025Q2: 3,485 shares; 2025Q3: 7,908 shares; 2025Q4: 7,615 shares 7,615 $1.74M 0.62% -293 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: 3,913 shares; 2024Q4: 4,302 shares; 2025Q1: 4,263 shares; 2025Q2: 4,263 shares; 2025Q3: 4,336 shares; 2025Q4: 4,351 shares 4,351 $1.67M 0.59% +15 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: 17,626 shares; 2024Q4: 17,791 shares; 2025Q1: 37,641 shares; 2025Q2: 37,641 shares; 2025Q3: 17,662 shares; 2025Q4: 17,043 shares 17,043 $1.6M 0.57% -619 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: 2,456 shares; 2024Q4: 2,430 shares; 2025Q1: 1,881 shares; 2025Q2: 1,881 shares; 2025Q3: 1,839 shares; 2025Q4: 1,815 shares 1,815 $1.6M 0.56% -24 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: 5,891 shares; 2024Q4: 6,334 shares; 2025Q1: 4,318 shares; 2025Q2: 4,318 shares; 2025Q3: 4,270 shares; 2025Q4: 4,584 shares 4,584 $1.58M 0.56% +314 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: 4,453 shares; 2024Q4: 4,876 shares; 2025Q1: 4,868 shares; 2025Q2: 4,868 shares; 2025Q3: 5,080 shares; 2025Q4: 5,016 shares 5,016 $1.57M 0.55% -64 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,738 shares; 2024Q4: 5,545 shares; 2025Q1: 5,292 shares; 2025Q2: 5,292 shares; 2025Q3: 24,783 shares; 2025Q4: 11,243 shares 11,243 $1.54M 0.54% -13,540 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: 29,554 shares; 2024Q4: 23,116 shares; 2025Q1: 25,508 shares; 2025Q2: 25,508 shares; 2025Q3: 24,363 shares; 2025Q4: 23,295 shares 23,295 $1.54M 0.54% -1,068 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,982 shares 43,982 $1.5M 0.53% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,186 shares; 2024Q4: 3,291 shares; 2025Q1: 2,752 shares; 2025Q2: 2,752 shares; 2025Q3: 2,725 shares; 2025Q4: 2,608 shares 2,608 $1.49M 0.53% -117 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: 5,194 shares; 2024Q4: 5,623 shares; 2025Q1: 4,539 shares; 2025Q2: 4,539 shares; 2025Q3: 4,648 shares; 2025Q4: 4,636 shares 4,636 $1.48M 0.52% -12 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: 1,064 shares; 2024Q4: 1,064 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: 2,388 shares; 2025Q4: 2,375 shares 2,375 $1.43M 0.51% -13 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: 16,874 shares; 2024Q4: 17,729 shares; 2025Q1: 17,442 shares; 2025Q2: 17,442 shares; 2025Q3: 16,666 shares; 2025Q4: 16,013 shares 16,013 $1.43M 0.51% -653 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: 6,196 shares; 2024Q4: 7,056 shares; 2025Q1: 7,544 shares; 2025Q2: 7,544 shares; 2025Q3: 7,539 shares; 2025Q4: 7,159 shares 7,159 $1.43M 0.51% -380 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: 11,707 shares; 2024Q4: 11,671 shares; 2025Q1: 11,867 shares; 2025Q2: 11,867 shares; 2025Q3: 12,118 shares; 2025Q4: 11,418 shares 11,418 $1.37M 0.49% -700 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,289 shares; 2024Q4: 7,381 shares; 2025Q1: 7,569 shares; 2025Q2: 7,569 shares; 2025Q3: 5,453 shares; 2025Q4: 7,075 shares 7,075 $1.31M 0.46% +1,622 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: 8,855 shares; 2024Q4: 7,799 shares; 2025Q1: 7,412 shares; 2025Q2: 7,412 shares; 2025Q3: 7,520 shares; 2025Q4: 7,950 shares 7,950 $1.29M 0.46% +430 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: 11,848 shares; 2024Q4: 12,923 shares; 2025Q1: 12,972 shares; 2025Q2: 12,972 shares; 2025Q3: 13,185 shares; 2025Q4: 12,997 shares 12,997 $1.25M 0.44% -188 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: 444 shares; 2024Q4: 364 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 1,156 shares; 2025Q4: 1,144 shares 1,144 $1.23M 0.43% -12 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: 8,812 shares; 2024Q4: 9,667 shares; 2025Q1: 9,666 shares; 2025Q2: 9,666 shares; 2025Q3: 9,676 shares; 2025Q4: 9,498 shares 9,498 $1.14M 0.4% -178 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: 4,136 shares; 2024Q4: 4,482 shares; 2025Q1: 4,546 shares; 2025Q2: 4,546 shares; 2025Q3: 4,613 shares; 2025Q4: 4,592 shares 4,592 $1.13M 0.4% -21 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,880 shares 121,880 $1.13M 0.4% new Timeline JIG 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: 13,893 shares; 2024Q4: 13,830 shares; 2025Q1: 13,830 shares; 2025Q2: 13,830 shares; 2025Q3: 13,669 shares; 2025Q4: 15,239 shares 15,239 $1.12M 0.4% +1,570 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: 13,775 shares; 2024Q4: 12,103 shares; 2025Q1: 11,227 shares; 2025Q2: 11,227 shares; 2025Q3: 13,248 shares; 2025Q4: 11,584 shares 11,584 $1.11M 0.39% -1,664 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: 22,101 shares; 2024Q4: 19,388 shares; 2025Q1: 6,182 shares; 2025Q2: 6,182 shares; 2025Q3: 6,185 shares; 2025Q4: 7,680 shares 7,680 $1.1M 0.39% +1,495 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,627 shares 53,627 $1.08M 0.38% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,727 shares; 2024Q4: 7,628 shares; 2025Q1: 7,532 shares; 2025Q2: 7,532 shares; 2025Q3: 7,655 shares; 2025Q4: 7,633 shares 7,633 $1.08M 0.38% -22 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,283 shares; 2024Q4: 11,283 shares; 2025Q1: 11,283 shares; 2025Q2: 11,283 shares; 2025Q3: 11,283 shares; 2025Q4: 11,283 shares 11,283 $1.06M 0.38% 0 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: 17,623 shares; 2024Q4: 18,782 shares; 2025Q1: 20,602 shares; 2025Q2: 20,602 shares; 2025Q3: 11,832 shares; 2025Q4: 9,813 shares 9,813 $1.03M 0.37% -2,019 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: 2,925 shares; 2024Q4: 2,925 shares; 2025Q1: 3,125 shares; 2025Q2: 3,125 shares; 2025Q3: 3,123 shares; 2025Q4: 3,195 shares 3,195 $1M 0.35% +72 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,519 shares; 2024Q4: 12,865 shares; 2025Q1: 16,794 shares; 2025Q2: 16,794 shares; 2025Q3: 18,079 shares; 2025Q4: 17,939 shares 17,939 $997K 0.35% -140 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 2,031 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,544 shares; 2025Q4: 2,732 shares 2,732 $958K 0.34% +188 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: 2,301 shares; 2024Q4: 3,437 shares; 2025Q1: 3,566 shares; 2025Q2: 3,566 shares; 2025Q3: 3,330 shares; 2025Q4: 2,875 shares 2,875 $949K 0.34% -455 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: 2,314 shares; 2024Q4: 2,982 shares; 2025Q1: 3,364 shares; 2025Q2: 3,364 shares; 2025Q3: 2,825 shares; 2025Q4: 2,899 shares 2,899 $907K 0.32% +74 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,408 shares; 2024Q4: 3,408 shares; 2025Q1: 3,408 shares; 2025Q2: 3,408 shares; 2025Q3: 3,087 shares; 2025Q4: 3,041 shares 3,041 $907K 0.32% -46 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: 4,327 shares; 2024Q4: 4,782 shares; 2025Q1: 4,741 shares; 2025Q2: 4,741 shares; 2025Q3: 4,847 shares; 2025Q4: 4,848 shares 4,848 $892K 0.32% +1 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,808 shares; 2024Q4: 5,550 shares; 2025Q1: 5,550 shares; 2025Q2: 5,550 shares; 2025Q3: 4,766 shares; 2025Q4: 4,574 shares 4,574 $886K 0.31% -192 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: 18,013 shares; 2024Q4: 20,924 shares; 2025Q1: 20,523 shares; 2025Q2: 20,523 shares; 2025Q3: 20,774 shares; 2025Q4: 20,522 shares 20,522 $836K 0.3% -252 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: 2,583 shares; 2024Q4: 3,248 shares; 2025Q1: 3,874 shares; 2025Q2: 3,874 shares; 2025Q3: 4,285 shares; 2025Q4: 4,523 shares 4,523 $830K 0.29% +238 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,839 shares; 2025Q4: 45,568 shares 45,568 $824K 0.29% +25,729 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 reported; 2024Q4: 3,370 shares; 2025Q1: 5,771 shares; 2025Q2: 5,771 shares; 2025Q3: 5,557 shares; 2025Q4: 4,777 shares 4,777 $818K 0.29% -780 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,382 shares 88,382 $811K 0.29% new Timeline VLU 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: 3,930 shares; 2024Q4: 3,831 shares; 2025Q1: 3,778 shares; 2025Q2: 3,778 shares; 2025Q3: 3,750 shares; 2025Q4: 3,678 shares 3,678 $775K 0.27% -72 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,284 shares; 2025Q4: 3,660 shares 3,660 $761K 0.27% +2,376 Timeline FMB 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: 10,209 shares; 2024Q4: 9,850 shares; 2025Q1: 9,845 shares; 2025Q2: 9,845 shares; 2025Q3: 14,961 shares; 2025Q4: 14,803 shares 14,803 $757K 0.27% -158 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: 5,163 shares; 2024Q4: 5,113 shares; 2025Q1: 5,535 shares; 2025Q2: 5,535 shares; 2025Q3: 5,428 shares; 2025Q4: 5,428 shares 5,428 $755K 0.27% 0 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: 15,308 shares; 2024Q4: 17,766 shares; 2025Q1: 17,861 shares; 2025Q2: 17,861 shares; 2025Q3: 21,066 shares; 2025Q4: 23,512 shares 23,512 $754K 0.27% +2,446 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,337 shares; 2024Q4: 10,264 shares; 2025Q1: 10,264 shares; 2025Q2: 10,264 shares; 2025Q3: 8,211 shares; 2025Q4: 7,629 shares 7,629 $706K 0.25% -582 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: 1,265 shares; 2024Q4: 1,381 shares; 2025Q1: 1,677 shares; 2025Q2: 1,677 shares; 2025Q3: 1,811 shares; 2025Q4: 1,778 shares 1,778 $705K 0.25% -33 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,015 shares; 2024Q4: 10,020 shares; 2025Q1: 10,015 shares; 2025Q2: 10,015 shares; 2025Q3: 10,000 shares; 2025Q4: 10,045 shares 10,045 $694K 0.25% +45 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: 2,643 shares; 2024Q4: 3,000 shares; 2025Q1: 2,996 shares; 2025Q2: 2,996 shares; 2025Q3: 3,059 shares; 2025Q4: 2,956 shares 2,956 $684K 0.24% -103 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,160 shares; 2024Q4: 5,155 shares; 2025Q1: 5,195 shares; 2025Q2: 5,195 shares; 2025Q3: 5,189 shares; 2025Q4: 5,174 shares 5,174 $681K 0.24% -15 Timeline JGRO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,536 shares; 2025Q4: 7,162 shares 7,162 $665K 0.24% +3,626 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,140 shares; 2024Q4: 4,046 shares; 2025Q1: 4,344 shares; 2025Q2: 4,344 shares; 2025Q3: 5,320 shares; 2025Q4: 5,781 shares 5,781 $663K 0.23% +461 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,308 shares 2,308 $659K 0.23% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,049 shares; 2024Q4: 3,003 shares; 2025Q1: 2,889 shares; 2025Q2: 2,889 shares; 2025Q3: 3,808 shares; 2025Q4: 4,645 shares 4,645 $656K 0.23% +837 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: 1,264 shares; 2024Q4: 1,779 shares; 2025Q1: 3,089 shares; 2025Q2: 3,089 shares; 2025Q3: 3,284 shares; 2025Q4: 3,355 shares 3,355 $643K 0.23% +71 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: 5,015 shares; 2024Q4: 5,006 shares; 2025Q1: 4,988 shares; 2025Q2: 4,988 shares; 2025Q3: 4,973 shares; 2025Q4: 4,951 shares 4,951 $639K 0.23% -22 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 reported; 2024Q4: 10,677 shares; 2025Q1: 10,705 shares; 2025Q2: 10,705 shares; 2025Q3: 10,930 shares; 2025Q4: 11,326 shares 11,326 $638K 0.23% +396 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,620 shares; 2024Q4: 11,487 shares; 2025Q1: 14,418 shares; 2025Q2: 14,418 shares; 2025Q3: 12,224 shares; 2025Q4: 12,224 shares 12,224 $631K 0.22% 0 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,164 shares; 2025Q1: 9,608 shares; 2025Q2: 9,608 shares; 2025Q3: 9,238 shares; 2025Q4: 10,113 shares 10,113 $612K 0.22% +875 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,520 shares; 2024Q4: 5,364 shares; 2025Q1: 5,980 shares; 2025Q2: 5,980 shares; 2025Q3: 6,987 shares; 2025Q4: 7,905 shares 7,905 $608K 0.22% +918 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,607 shares; 2024Q4: 9,294 shares; 2025Q1: 9,104 shares; 2025Q2: 9,104 shares; 2025Q3: 9,661 shares; 2025Q4: 11,082 shares 11,082 $606K 0.21% +1,421 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares; 2025Q4: 1,831 shares 1,831 $602K 0.21% 0 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: 1,991 shares; 2024Q4: 2,074 shares; 2025Q1: 1,791 shares; 2025Q2: 1,791 shares; 2025Q3: 1,803 shares; 2025Q4: 1,825 shares 1,825 $597K 0.21% +22 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,242 shares; 2025Q4: 21,430 shares 21,430 $597K 0.21% +13,188 Timeline JPIB 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: 11,631 shares; 2024Q4: 11,413 shares; 2025Q1: 11,428 shares; 2025Q2: 11,428 shares; 2025Q3: 12,332 shares; 2025Q4: 12,220 shares 12,220 $595K 0.21% -112 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: 20,192 shares; 2024Q4: 19,956 shares; 2025Q1: 19,956 shares; 2025Q2: 19,956 shares; 2025Q3: 23,448 shares; 2025Q4: 23,305 shares 23,305 $581K 0.21% -143 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,750 shares; 2024Q4: 7,750 shares; 2025Q1: 7,750 shares; 2025Q2: 7,750 shares; 2025Q3: 7,750 shares; 2025Q4: 7,750 shares 7,750 $577K 0.2% 0 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 reported; 2024Q4: 7,573 shares; 2025Q1: 7,897 shares; 2025Q2: 7,897 shares; 2025Q3: 8,046 shares; 2025Q4: 8,327 shares 8,327 $553K 0.2% +281 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: 1,126 shares; 2024Q4: 1,130 shares; 2025Q1: 1,133 shares; 2025Q2: 1,133 shares; 2025Q3: 1,146 shares; 2025Q4: 1,147 shares 1,147 $534K 0.19% +1 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,421 shares; 2024Q4: 23,719 shares; 2025Q1: 22,663 shares; 2025Q2: 22,663 shares; 2025Q3: 20,690 shares; 2025Q4: 18,763 shares 18,763 $530K 0.19% -1,927 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,253 shares; 2024Q4: 3,253 shares; 2025Q1: 3,253 shares; 2025Q2: 3,253 shares; 2025Q3: 3,253 shares; 2025Q4: 3,253 shares 3,253 $520K 0.18% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,887 shares; 2024Q4: 14,842 shares; 2025Q1: 11,129 shares; 2025Q2: 11,129 shares; 2025Q3: 9,992 shares; 2025Q4: 10,974 shares 10,974 $516K 0.18% +982 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,926 shares; 2025Q4: 19,550 shares 19,550 $516K 0.18% -2,376 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 reported; 2024Q4: not reported; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 1,009 shares; 2025Q4: 1,004 shares 1,004 $513K 0.18% -5 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,746 shares; 2025Q2: 8,746 shares; 2025Q3: 12,132 shares; 2025Q4: 10,149 shares 10,149 $504K 0.18% -1,983 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,554 shares; 2024Q4: 21,541 shares; 2025Q1: 14,623 shares; 2025Q2: 14,623 shares; 2025Q3: 14,990 shares; 2025Q4: 14,480 shares 14,480 $503K 0.18% -510 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: 3,264 shares; 2024Q4: 3,326 shares; 2025Q1: 1,328 shares; 2025Q2: 1,328 shares; 2025Q3: 1,503 shares; 2025Q4: 1,636 shares 1,636 $500K 0.18% +133 Timeline FNDE 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: 14,536 shares; 2024Q4: 13,680 shares; 2025Q1: 13,680 shares; 2025Q2: 13,680 shares; 2025Q3: 13,619 shares; 2025Q4: 13,595 shares 13,595 $490K 0.17% -24 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: 21,057 shares; 2024Q4: 18,205 shares; 2025Q1: 19,363 shares; 2025Q2: 19,363 shares; 2025Q3: 17,051 shares; 2025Q4: 17,052 shares 17,052 $469K 0.17% +1 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 reported; 2024Q4: 2,263 shares; 2025Q1: 2,624 shares; 2025Q2: 2,624 shares; 2025Q3: 2,898 shares; 2025Q4: 3,030 shares 3,030 $465K 0.16% +132 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: 3,319 shares; 2024Q4: 3,412 shares; 2025Q1: 4,058 shares; 2025Q2: 4,058 shares; 2025Q3: 4,078 shares; 2025Q4: 4,085 shares 4,085 $465K 0.16% +7 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: 4,551 shares; 2024Q4: 4,548 shares; 2025Q1: 4,747 shares; 2025Q2: 4,747 shares; 2025Q3: 4,769 shares; 2025Q4: 4,773 shares 4,773 $462K 0.16% +4 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: 2,142 shares; 2024Q4: 2,086 shares; 2025Q1: 2,136 shares; 2025Q2: 2,136 shares; 2025Q3: 2,339 shares; 2025Q4: 2,370 shares 2,370 $462K 0.16% +31 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: 13,554 shares; 2024Q4: 14,893 shares; 2025Q1: 13,695 shares; 2025Q2: 13,695 shares; 2025Q3: 14,108 shares; 2025Q4: 15,357 shares 15,357 $459K 0.16% +1,249 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: 12,841 shares; 2024Q4: 7,307 shares; 2025Q1: 5,231 shares; 2025Q2: 5,231 shares; 2025Q3: 4,795 shares; 2025Q4: 5,005 shares 5,005 $457K 0.16% +210 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: 8,890 shares; 2024Q4: 8,890 shares; 2025Q1: 8,890 shares; 2025Q2: 8,890 shares; 2025Q3: 8,890 shares; 2025Q4: 8,890 shares 8,890 $449K 0.16% 0 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,726 shares; 2024Q4: 30,995 shares; 2025Q1: 30,995 shares; 2025Q2: 30,995 shares; 2025Q3: 36,834 shares; 2025Q4: 18,407 shares 18,407 $448K 0.16% -18,427 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: 6,039 shares; 2024Q4: 5,106 shares; 2025Q1: 5,101 shares; 2025Q2: 5,101 shares; 2025Q3: 5,091 shares; 2025Q4: 5,071 shares 5,071 $442K 0.16% -20 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,250 shares; 2025Q4: 20,081 shares 20,081 $442K 0.16% +6,831 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: 2,790 shares; 2024Q4: 2,791 shares; 2025Q1: 2,792 shares; 2025Q2: 2,792 shares; 2025Q3: 2,793 shares; 2025Q4: 2,795 shares 2,795 $433K 0.15% +2 Timeline HACK 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,379 shares; 2025Q4: 5,379 shares 5,379 $432K 0.15% 0 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: 5,570 shares; 2024Q4: 6,279 shares; 2025Q1: 6,186 shares; 2025Q2: 6,186 shares; 2025Q3: 6,137 shares; 2025Q4: 6,434 shares 6,434 $431K 0.15% +297 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: 4,418 shares; 2024Q4: 4,080 shares; 2025Q1: 4,081 shares; 2025Q2: 4,081 shares; 2025Q3: 4,185 shares; 2025Q4: 4,506 shares 4,506 $420K 0.15% +321 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,376 shares 1,376 $418K 0.15% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,310 shares; 2025Q4: 25,983 shares 25,983 $418K 0.15% +10,673 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,425 shares; 2025Q1: 1,384 shares; 2025Q2: 1,384 shares; 2025Q3: 1,318 shares; 2025Q4: 1,351 shares 1,351 $416K 0.15% +33 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: 3,412 shares; 2024Q4: 3,409 shares; 2025Q1: 3,403 shares; 2025Q2: 3,403 shares; 2025Q3: 3,360 shares; 2025Q4: 3,313 shares 3,313 $408K 0.14% -47 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: 1,812 shares; 2024Q4: 1,964 shares; 2025Q1: 1,961 shares; 2025Q2: 1,961 shares; 2025Q3: 1,958 shares; 2025Q4: 1,948 shares 1,948 $407K 0.14% -10 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 4,452 shares; 2025Q1: 4,475 shares; 2025Q2: 4,475 shares; 2025Q3: 4,764 shares; 2025Q4: 5,069 shares 5,069 $407K 0.14% +305 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: 556 shares; 2024Q4: 561 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 499 shares; 2025Q4: 466 shares 466 $402K 0.14% -33 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,216 shares; 2025Q2: 5,216 shares; 2025Q3: 5,128 shares; 2025Q4: 5,015 shares 5,015 $386K 0.14% -113 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: 5,750 shares; 2024Q4: 5,750 shares; 2025Q1: 5,750 shares; 2025Q2: 5,750 shares; 2025Q3: 5,750 shares; 2025Q4: 5,750 shares 5,750 $386K 0.14% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,931 shares; 2024Q4: 26,063 shares; 2025Q1: 26,181 shares; 2025Q2: 26,181 shares; 2025Q3: 23,830 shares; 2025Q4: 23,380 shares 23,380 $386K 0.14% -450 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 reported; 2024Q4: not reported; 2025Q1: 840 shares; 2025Q2: 840 shares; 2025Q3: 733 shares; 2025Q4: 761 shares 761 $383K 0.14% +28 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: 3,528 shares; 2024Q4: 5,334 shares; 2025Q1: 6,056 shares; 2025Q2: 6,056 shares; 2025Q3: 6,341 shares; 2025Q4: 6,297 shares 6,297 $379K 0.13% -44 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,144 shares; 2024Q4: 39,469 shares; 2025Q1: 40,245 shares; 2025Q2: 40,245 shares; 2025Q3: 41,094 shares; 2025Q4: 39,428 shares 39,428 $374K 0.13% -1,666 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,620 shares; 2025Q4: 2,620 shares 2,620 $371K 0.13% 0 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: 2,257 shares; 2024Q4: 2,251 shares; 2025Q1: 2,356 shares; 2025Q2: 2,356 shares; 2025Q3: 2,144 shares; 2025Q4: 2,068 shares 2,068 $354K 0.13% -76 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: 1,594 shares; 2024Q4: 1,594 shares; 2025Q1: 1,634 shares; 2025Q2: 1,634 shares; 2025Q3: 1,634 shares; 2025Q4: 1,634 shares 1,634 $351K 0.12% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,697 shares; 2024Q4: 5,683 shares; 2025Q1: 6,246 shares; 2025Q2: 6,246 shares; 2025Q3: 6,271 shares; 2025Q4: 6,365 shares 6,365 $350K 0.12% +94 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: 2,767 shares; 2024Q4: 2,637 shares; 2025Q1: 2,743 shares; 2025Q2: 2,743 shares; 2025Q3: 2,650 shares; 2025Q4: 2,406 shares 2,406 $345K 0.12% -244 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,652 shares 11,652 $344K 0.12% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,447 shares; 2025Q4: 4,879 shares 4,879 $341K 0.12% +432 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 498 shares; 2025Q4: 518 shares 518 $339K 0.12% +20 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: 2,029 shares; 2024Q4: 2,059 shares; 2025Q1: 2,363 shares; 2025Q2: 2,363 shares; 2025Q3: 2,568 shares; 2025Q4: 2,701 shares 2,701 $338K 0.12% +133 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: 4,057 shares; 2024Q4: 3,951 shares; 2025Q1: 3,945 shares; 2025Q2: 3,945 shares; 2025Q3: 5,076 shares; 2025Q4: 5,002 shares 5,002 $336K 0.12% -74 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: 2,459 shares; 2024Q4: 2,820 shares; 2025Q1: 2,471 shares; 2025Q2: 2,471 shares; 2025Q3: 2,568 shares; 2025Q4: 2,591 shares 2,591 $334K 0.12% +23 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,627 shares; 2024Q4: 37,146 shares; 2025Q1: 38,116 shares; 2025Q2: 38,116 shares; 2025Q3: 37,487 shares; 2025Q4: 36,257 shares 36,257 $334K 0.12% -1,230 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: 1,033 shares; 2024Q4: 1,033 shares; 2025Q1: 1,033 shares; 2025Q2: 1,033 shares; 2025Q3: 1,033 shares; 2025Q4: 895 shares 895 $334K 0.12% -138 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: 4,760 shares; 2024Q4: 4,056 shares; 2025Q1: 4,056 shares; 2025Q2: 4,056 shares; 2025Q3: 4,056 shares; 2025Q4: 4,056 shares 4,056 $329K 0.12% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,121 shares; 2025Q4: 1,087 shares 1,087 $327K 0.12% -34 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: 707 shares; 2024Q4: 706 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 664 shares; 2025Q4: 674 shares 674 $326K 0.12% +10 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,697 shares; 2024Q4: 7,406 shares; 2025Q1: 6,020 shares; 2025Q2: 6,020 shares; 2025Q3: 7,261 shares; 2025Q4: 7,067 shares 7,067 $323K 0.11% -194 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: 30,454 shares; 2024Q4: 31,529 shares; 2025Q1: 4,796 shares; 2025Q2: 4,796 shares; 2025Q3: 4,437 shares; 2025Q4: 7,059 shares 7,059 $316K 0.11% +2,622 Timeline TTI TETRA TECHNOLOGIES INC DEL More: the full row for TETRA TECHNOLOGIES INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,068 shares; 2024Q4: 38,601 shares; 2025Q1: 39,376 shares; 2025Q2: 39,376 shares; 2025Q3: 39,376 shares; 2025Q4: 33,299 shares 33,299 $312K 0.11% -6,077 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,464 shares; 2025Q1: 2,685 shares; 2025Q2: 2,685 shares; 2025Q3: 3,055 shares; 2025Q4: 2,978 shares 2,978 $310K 0.11% -77 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,014 shares; 2024Q4: 1,968 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,589 shares; 2025Q4: 2,589 shares 2,589 $294K 0.1% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,246 shares; 2024Q4: 8,984 shares; 2025Q1: 8,984 shares; 2025Q2: 8,984 shares; 2025Q3: 8,984 shares; 2025Q4: 8,984 shares 8,984 $293K 0.1% 0 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: 839 shares; 2024Q4: not reported; 2025Q1: 956 shares; 2025Q2: 956 shares; 2025Q3: 994 shares; 2025Q4: 995 shares 995 $287K 0.1% +1 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,074 shares 14,074 $287K 0.1% new 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: 22,023 shares; 2024Q4: 22,420 shares; 2025Q1: 22,340 shares; 2025Q2: 22,340 shares; 2025Q3: 24,164 shares; 2025Q4: 21,809 shares 21,809 $286K 0.1% -2,355 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 2,269 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,131 shares; 2025Q4: 932 shares 932 $285K 0.1% -199 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,055 shares 3,055 $282K 0.1% new 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 reported; 2024Q4: 1,425 shares; 2025Q1: 1,307 shares; 2025Q2: 1,307 shares; 2025Q3: 1,295 shares; 2025Q4: 1,294 shares 1,294 $281K 0.1% -1 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: 923 shares; 2024Q4: 923 shares; 2025Q1: 923 shares; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 923 shares 923 $279K 0.1% 0 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,390 shares; 2025Q4: 11,390 shares 11,390 $277K 0.1% 0 Timeline EMLP 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: 7,024 shares; 2024Q4: 7,024 shares; 2025Q1: 7,024 shares; 2025Q2: 7,024 shares; 2025Q3: 7,024 shares; 2025Q4: 7,024 shares 7,024 $266K 0.09% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 242 shares; 2025Q4: 240 shares 240 $257K 0.09% -2 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: 8,033 shares; 2024Q4: 5,465 shares; 2025Q1: 5,442 shares; 2025Q2: 5,442 shares; 2025Q3: 5,459 shares; 2025Q4: 5,498 shares 5,498 $253K 0.09% +39 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,251 shares; 2025Q2: 11,251 shares; 2025Q3: 11,251 shares; 2025Q4: 10,511 shares 10,511 $252K 0.09% -740 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: 12,330 shares; 2024Q4: 4,334 shares; 2025Q1: 7,543 shares; 2025Q2: 7,543 shares; 2025Q3: 7,410 shares; 2025Q4: 4,017 shares 4,017 $251K 0.09% -3,393 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: 2,546 shares; 2024Q4: 2,282 shares; 2025Q1: 2,410 shares; 2025Q2: 2,410 shares; 2025Q3: 2,067 shares; 2025Q4: 1,393 shares 1,393 $249K 0.09% -674 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 1,798 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 1,805 shares; 2025Q4: 852 shares 852 $247K 0.09% -953 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,302 shares; 2025Q1: 1,331 shares; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares 1,331 $241K 0.09% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 269 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 258 shares; 2025Q4: 2,560 shares 2,560 $240K 0.08% +2,302 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,793 shares; 2024Q4: 8,868 shares; 2025Q1: 9,319 shares; 2025Q2: 9,319 shares; 2025Q3: 9,059 shares; 2025Q4: 9,095 shares 9,095 $239K 0.08% +36 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,486 shares 3,486 $236K 0.08% new Timeline CALF 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,458 shares; 2025Q4: 5,292 shares 5,292 $235K 0.08% -166 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,416 shares; 2025Q4: 1,309 shares 1,309 $232K 0.08% -107 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,054 shares 1,054 $226K 0.08% new 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 reported; 2024Q4: 523 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 498 shares 498 $224K 0.08% new Timeline EWJ 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: 74,962 shares; 2024Q4: 79,583 shares; 2025Q1: 9,667 shares; 2025Q2: 9,667 shares; 2025Q3: 7,322 shares; 2025Q4: 2,759 shares 2,759 $223K 0.08% -4,563 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,237 shares; 2025Q4: 6,336 shares 6,336 $223K 0.08% -901 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,583 shares; 2025Q4: 1,831 shares 1,831 $214K 0.08% -752 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,504 shares; 2025Q2: 1,504 shares; 2025Q3: 1,504 shares; 2025Q4: 1,504 shares 1,504 $212K 0.08% 0 Timeline DAN DANA INC More: the full row for DANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,101 shares; 2025Q2: 10,101 shares; 2025Q3: 10,146 shares; 2025Q4: 8,911 shares 8,911 $212K 0.07% -1,235 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 reported; 2024Q4: not reported; 2025Q1: 1,664 shares; 2025Q2: 1,664 shares; 2025Q3: not reported; 2025Q4: 1,764 shares 1,764 $207K 0.07% new 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 reported; 2024Q4: 711 shares; 2025Q1: 1,181 shares; 2025Q2: 1,181 shares; 2025Q3: not reported; 2025Q4: 777 shares 777 $206K 0.07% new Timeline IRON DISC MEDICINE INC More: the full row for DISC MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,576 shares 2,576 $205K 0.07% new Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,805 shares; 2024Q4: 13,640 shares; 2025Q1: 12,553 shares; 2025Q2: 12,553 shares; 2025Q3: 12,542 shares; 2025Q4: 11,307 shares 11,307 $195K 0.07% -1,235 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,450 shares; 2025Q4: 10,676 shares 10,676 $116K 0.04% -2,774 Timeline RYAM RAYONIER ADVANCED MATLS INC More: the full row for RAYONIER ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,425 shares; 2025Q2: 20,425 shares; 2025Q3: 20,425 shares; 2025Q4: 19,412 shares 19,412 $114K 0.04% -1,013 Timeline ACCO ACCO BRANDS CORP More: the full row for ACCO BRANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,421 shares; 2025Q2: 31,421 shares; 2025Q3: 31,421 shares; 2025Q4: 30,465 shares 30,465 $114K 0.04% -956 Timeline CNDT CONDUENT INC More: the full row for CONDUENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,451 shares; 2025Q2: 41,451 shares; 2025Q3: 41,451 shares; 2025Q4: 41,451 shares 41,451 $79.6K 0.03% 0 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,376 shares; 2024Q4: 25,687 shares; 2025Q1: 17,848 shares; 2025Q2: 17,848 shares; 2025Q3: 17,821 shares; 2025Q4: 16,998 shares 16,998 $60.5K 0.02% -823 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,040 shares; 2024Q4: 13,040 shares; 2025Q1: 11,040 shares; 2025Q2: 11,040 shares; 2025Q3: 11,000 shares; 2025Q4: 11,034 shares 11,034 $55.2K 0.02% +34 Timeline FBLG FIBROBIOLOGICS INC COM More: the full row for FIBROBIOLOGICS INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,214 shares; 2024Q4: 21,214 shares; 2025Q1: 21,214 shares; 2025Q2: 21,214 shares; 2025Q3: 41,214 shares; 2025Q4: 57,000 shares 57,000 $12.8K <0.01% +15,786 Timeline