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: 352,114 shares; 2024Q4: 352,766 shares; 2025Q1: 349,398 shares; 2025Q2: 318,283 shares; 2025Q3: 297,569 shares; 2025Q4: 296,205 shares 296,205 $77.1M 7.8% -1,364 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: 183,291 shares; 2024Q4: 185,244 shares; 2025Q1: 185,147 shares; 2025Q2: 181,412 shares; 2025Q3: 178,156 shares; 2025Q4: 178,693 shares 178,693 $57.5M 5.82% +537 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: 123,976 shares; 2024Q4: 120,842 shares; 2025Q1: 117,383 shares; 2025Q2: 117,229 shares; 2025Q3: 117,703 shares; 2025Q4: 117,015 shares 117,015 $37.7M 3.82% -688 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: 409,076 shares; 2024Q4: 389,004 shares; 2025Q1: 358,805 shares; 2025Q2: 327,978 shares; 2025Q3: 204,678 shares; 2025Q4: 197,695 shares 197,695 $37.4M 3.78% -6,983 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: 75,465 shares; 2024Q4: 73,545 shares; 2025Q1: 72,571 shares; 2025Q2: 65,455 shares; 2025Q3: 57,592 shares; 2025Q4: 55,598 shares 55,598 $26.9M 2.72% -1,994 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: 84,415 shares; 2024Q4: 82,873 shares; 2025Q1: 78,830 shares; 2025Q2: 75,627 shares; 2025Q3: 66,955 shares; 2025Q4: 64,667 shares 64,667 $22.2M 2.25% -2,288 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: 100,296 shares; 2024Q4: 100,197 shares; 2025Q1: 99,295 shares; 2025Q2: 90,653 shares; 2025Q3: 83,014 shares; 2025Q4: 82,760 shares 82,760 $20M 2.02% -254 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: 125,008 shares; 2024Q4: 510,143 shares; 2025Q1: 486,071 shares; 2025Q2: 516,338 shares; 2025Q3: 530,347 shares; 2025Q4: 544,206 shares 544,206 $17.9M 1.81% +13,859 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: 27,981 shares; 2024Q4: 28,939 shares; 2025Q1: 30,215 shares; 2025Q2: 32,980 shares; 2025Q3: 27,255 shares; 2025Q4: 26,728 shares 26,728 $16.7M 1.69% -527 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: 16,677 shares; 2024Q4: 16,564 shares; 2025Q1: 16,040 shares; 2025Q2: 14,108 shares; 2025Q3: 13,896 shares; 2025Q4: 13,950 shares 13,950 $15.5M 1.56% +54 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: 20,847 shares; 2024Q4: 22,628 shares; 2025Q1: 22,664 shares; 2025Q2: 22,948 shares; 2025Q3: 22,298 shares; 2025Q4: 21,075 shares 21,075 $13.7M 1.38% -1,223 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: 28,440 shares; 2024Q4: 28,710 shares; 2025Q1: 28,581 shares; 2025Q2: 27,124 shares; 2025Q3: 24,876 shares; 2025Q4: 23,457 shares 23,457 $11.6M 1.18% -1,419 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: 16,747 shares; 2024Q4: 16,854 shares; 2025Q1: 15,894 shares; 2025Q2: 15,706 shares; 2025Q3: 15,378 shares; 2025Q4: 15,397 shares 15,397 $10.6M 1.07% +19 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: 13,166 shares; 2024Q4: 13,859 shares; 2025Q1: 14,309 shares; 2025Q2: 14,939 shares; 2025Q3: 15,360 shares; 2025Q4: 15,885 shares 15,885 $10.1M 1.02% +525 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: 31,912 shares; 2024Q4: 31,462 shares; 2025Q1: 30,929 shares; 2025Q2: 28,777 shares; 2025Q3: 27,306 shares; 2025Q4: 26,907 shares 26,907 $9.58M 0.97% -399 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,488 shares; 2024Q4: 43,387 shares; 2025Q1: 39,847 shares; 2025Q2: 33,363 shares; 2025Q3: 32,233 shares; 2025Q4: 31,800 shares 31,800 $8.65M 0.88% -433 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: 10,270 shares; 2024Q4: 10,323 shares; 2025Q1: 10,454 shares; 2025Q2: 9,740 shares; 2025Q3: 9,540 shares; 2025Q4: 9,150 shares 9,150 $8.08M 0.82% -390 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: 105,961 shares; 2024Q4: 125,121 shares; 2025Q1: 132,497 shares; 2025Q2: 143,891 shares; 2025Q3: 142,111 shares; 2025Q4: 137,476 shares 137,476 $7.94M 0.8% -4,635 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: 13,411 shares; 2024Q4: 14,929 shares; 2025Q1: 16,110 shares; 2025Q2: 15,394 shares; 2025Q3: 16,799 shares; 2025Q4: 18,008 shares 18,008 $7.37M 0.75% +1,209 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: 28,171 shares; 2024Q4: 27,692 shares; 2025Q1: 29,080 shares; 2025Q2: 24,323 shares; 2025Q3: 22,648 shares; 2025Q4: 21,767 shares 21,767 $7.12M 0.72% -881 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,384 shares; 2024Q4: 109,709 shares; 2025Q1: 109,834 shares; 2025Q2: 109,234 shares; 2025Q3: 276,931 shares; 2025Q4: 267,691 shares 267,691 $6.97M 0.7% -9,240 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: 18,358 shares; 2024Q4: 21,451 shares; 2025Q1: 18,911 shares; 2025Q2: 17,609 shares; 2025Q3: 15,830 shares; 2025Q4: 15,540 shares 15,540 $6.7M 0.68% -290 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: 7,165 shares; 2024Q4: 7,454 shares; 2025Q1: 7,914 shares; 2025Q2: 8,264 shares; 2025Q3: 8,674 shares; 2025Q4: 8,672 shares 8,672 $6.64M 0.67% -2 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: 21,778 shares; 2024Q4: 21,266 shares; 2025Q1: 20,326 shares; 2025Q2: 21,991 shares; 2025Q3: 20,605 shares; 2025Q4: 20,227 shares 20,227 $6.45M 0.65% -378 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: 14,575 shares; 2024Q4: 16,077 shares; 2025Q1: 16,623 shares; 2025Q2: 16,375 shares; 2025Q3: 15,486 shares; 2025Q4: 16,848 shares 16,848 $5.73M 0.58% +1,362 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,873 shares; 2024Q4: 249,340 shares; 2025Q1: 238,844 shares; 2025Q2: 241,166 shares; 2025Q3: 242,270 shares; 2025Q4: 201,657 shares 201,657 $5.37M 0.54% -40,613 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: 31,843 shares; 2024Q4: 63,484 shares; 2025Q1: 52,398 shares; 2025Q2: 57,150 shares; 2025Q3: 28,758 shares; 2025Q4: 29,211 shares 29,211 $5.31M 0.54% +453 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,035 shares; 2024Q4: 21,116 shares; 2025Q1: 21,751 shares; 2025Q2: 49,221 shares; 2025Q3: 55,689 shares; 2025Q4: 57,085 shares 57,085 $5.15M 0.52% +1,396 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,805 shares; 2024Q4: 62,105 shares; 2025Q1: 76,355 shares; 2025Q2: 90,903 shares; 2025Q3: 106,240 shares; 2025Q4: 110,018 shares 110,018 $5.09M 0.52% +3,778 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: 35,644 shares; 2025Q1: 35,712 shares; 2025Q2: 33,450 shares; 2025Q3: 18,491 shares; 2025Q4: 24,824 shares 24,824 $5.04M 0.51% +6,333 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: 9,139 shares; 2024Q4: 6,934 shares; 2025Q1: 7,157 shares; 2025Q2: 7,107 shares; 2025Q3: 7,060 shares; 2025Q4: 7,430 shares 7,430 $4.92M 0.5% +370 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: 19,383 shares; 2024Q4: 16,298 shares; 2025Q1: 15,861 shares; 2025Q2: 15,214 shares; 2025Q3: 14,584 shares; 2025Q4: 14,314 shares 14,314 $4.89M 0.49% -270 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: 60,232 shares; 2024Q4: 174,010 shares; 2025Q1: 170,629 shares; 2025Q2: 170,499 shares; 2025Q3: 163,119 shares; 2025Q4: 160,813 shares 160,813 $4.85M 0.49% -2,306 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: 24,713 shares; 2024Q4: 25,087 shares; 2025Q1: 25,032 shares; 2025Q2: 23,748 shares; 2025Q3: 22,637 shares; 2025Q4: 23,218 shares 23,218 $4.82M 0.49% +581 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: 9,602 shares; 2024Q4: 9,632 shares; 2025Q1: 9,755 shares; 2025Q2: 9,283 shares; 2025Q3: 8,314 shares; 2025Q4: 7,879 shares 7,879 $4.7M 0.48% -435 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: 12,935 shares; 2024Q4: 14,074 shares; 2025Q1: 14,239 shares; 2025Q2: 12,153 shares; 2025Q3: 11,629 shares; 2025Q4: 11,656 shares 11,656 $4.07M 0.41% +27 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: 39,311 shares; 2024Q4: 39,207 shares; 2025Q1: 38,209 shares; 2025Q2: 24,980 shares; 2025Q3: 26,734 shares; 2025Q4: 26,172 shares 26,172 $4.06M 0.41% -562 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: 3,806 shares; 2024Q4: 3,825 shares; 2025Q1: 4,055 shares; 2025Q2: 4,934 shares; 2025Q3: 4,726 shares; 2025Q4: 44,240 shares 44,240 $4.01M 0.41% +39,514 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,369 shares; 2024Q4: 55,736 shares; 2025Q1: 55,095 shares; 2025Q2: 65,613 shares; 2025Q3: 65,217 shares; 2025Q4: 67,216 shares 67,216 $3.96M 0.4% +1,999 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: 15,581 shares; 2024Q4: 14,037 shares; 2025Q1: 14,215 shares; 2025Q2: 14,478 shares; 2025Q3: 12,540 shares; 2025Q4: 12,175 shares 12,175 $3.94M 0.4% -365 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: 37,626 shares; 2024Q4: 34,120 shares; 2025Q1: 30,127 shares; 2025Q2: 27,702 shares; 2025Q3: 24,534 shares; 2025Q4: 35,988 shares 35,988 $3.91M 0.4% +11,454 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: 8,778 shares; 2024Q4: 8,094 shares; 2025Q1: 8,029 shares; 2025Q2: 7,966 shares; 2025Q3: 7,900 shares; 2025Q4: 8,019 shares 8,019 $3.82M 0.39% +119 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: 37,670 shares; 2024Q4: 34,239 shares; 2025Q1: 33,534 shares; 2025Q2: 35,822 shares; 2025Q3: 32,215 shares; 2025Q4: 32,105 shares 32,105 $3.8M 0.38% -110 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: 16,915 shares; 2024Q4: 16,951 shares; 2025Q1: 17,617 shares; 2025Q2: 17,301 shares; 2025Q3: 16,875 shares; 2025Q4: 17,038 shares 17,038 $3.79M 0.38% +163 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,780 shares; 2024Q4: 177,418 shares; 2025Q1: 175,907 shares; 2025Q2: 154,792 shares; 2025Q3: 152,157 shares; 2025Q4: 150,145 shares 150,145 $3.7M 0.37% -2,012 Timeline UJUN 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104,756 shares; 2025Q3: 100,634 shares; 2025Q4: 97,411 shares 97,411 $3.65M 0.37% -3,223 Timeline XAR 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: 17,131 shares; 2024Q4: 16,096 shares; 2025Q1: 16,234 shares; 2025Q2: 15,107 shares; 2025Q3: 13,704 shares; 2025Q4: 13,826 shares 13,826 $3.63M 0.37% +122 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: 9,584 shares; 2024Q4: 10,073 shares; 2025Q1: 9,980 shares; 2025Q2: 10,845 shares; 2025Q3: 10,402 shares; 2025Q4: 23,425 shares 23,425 $3.43M 0.35% +13,023 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: 7,498 shares; 2024Q4: 8,178 shares; 2025Q1: 8,379 shares; 2025Q2: 8,893 shares; 2025Q3: 9,991 shares; 2025Q4: 11,597 shares 11,597 $3.43M 0.35% +1,606 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: 15,316 shares; 2024Q4: 15,346 shares; 2025Q1: 15,816 shares; 2025Q2: 15,445 shares; 2025Q3: 15,312 shares; 2025Q4: 15,092 shares 15,092 $3.26M 0.33% -220 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: 22,274 shares; 2024Q4: 20,384 shares; 2025Q1: 20,367 shares; 2025Q2: 16,936 shares; 2025Q3: 14,240 shares; 2025Q4: 13,961 shares 13,961 $3.26M 0.33% -279 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,070 shares; 2024Q4: 11,715 shares; 2025Q1: 12,068 shares; 2025Q2: 11,866 shares; 2025Q3: 9,673 shares; 2025Q4: 9,945 shares 9,945 $3.21M 0.33% +272 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: 26,383 shares; 2024Q4: 26,259 shares; 2025Q1: 25,744 shares; 2025Q2: 24,187 shares; 2025Q3: 23,082 shares; 2025Q4: 23,294 shares 23,294 $3.19M 0.32% +212 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: 16,515 shares; 2024Q4: 16,840 shares; 2025Q1: 16,937 shares; 2025Q2: 16,480 shares; 2025Q3: 17,156 shares; 2025Q4: 16,345 shares 16,345 $3.17M 0.32% -811 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 reported; 2024Q4: 6,810 shares; 2025Q1: 18,722 shares; 2025Q2: 33,533 shares; 2025Q3: 33,564 shares; 2025Q4: 27,042 shares 27,042 $3.16M 0.32% -6,522 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: 47,043 shares; 2024Q4: 46,549 shares; 2025Q1: 47,336 shares; 2025Q2: 46,498 shares; 2025Q3: 36,060 shares; 2025Q4: 36,015 shares 36,015 $3.1M 0.31% -45 Timeline NMAY 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119,985 shares; 2025Q3: 114,325 shares; 2025Q4: 111,080 shares 111,080 $3.1M 0.31% -3,245 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,489 shares; 2025Q3: 42,867 shares; 2025Q4: 36,709 shares 36,709 $3.09M 0.31% -6,158 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: 54,601 shares; 2024Q4: 54,393 shares; 2025Q1: 50,146 shares; 2025Q2: 49,605 shares; 2025Q3: 46,716 shares; 2025Q4: 51,732 shares 51,732 $3.07M 0.31% +5,016 Timeline SMH 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: 8,685 shares; 2024Q4: 8,629 shares; 2025Q1: 7,428 shares; 2025Q2: 6,610 shares; 2025Q3: 7,204 shares; 2025Q4: 7,707 shares 7,707 $2.97M 0.3% +503 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: 55,299 shares; 2024Q4: 66,068 shares; 2025Q1: 50,762 shares; 2025Q2: 47,724 shares; 2025Q3: 23,826 shares; 2025Q4: 26,195 shares 26,195 $2.95M 0.3% +2,369 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: 39,686 shares; 2024Q4: 119,959 shares; 2025Q1: 112,274 shares; 2025Q2: 112,837 shares; 2025Q3: 111,112 shares; 2025Q4: 104,592 shares 104,592 $2.92M 0.3% -6,520 Timeline TRFM 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: 29,427 shares; 2024Q4: 45,187 shares; 2025Q1: 39,274 shares; 2025Q2: 53,856 shares; 2025Q3: 53,904 shares; 2025Q4: 56,598 shares 56,598 $2.83M 0.29% +2,694 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: 15,925 shares; 2024Q4: 12,037 shares; 2025Q1: 11,929 shares; 2025Q2: 11,484 shares; 2025Q3: 9,493 shares; 2025Q4: 9,448 shares 9,448 $2.8M 0.28% -45 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,300 shares; 2024Q4: 92,171 shares; 2025Q1: 96,018 shares; 2025Q2: 90,254 shares; 2025Q3: 90,535 shares; 2025Q4: 88,992 shares 88,992 $2.77M 0.28% -1,543 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: 6,355 shares; 2024Q4: 2,136 shares; 2025Q1: 2,251 shares; 2025Q2: 2,187 shares; 2025Q3: 1,886 shares; 2025Q4: 2,029 shares 2,029 $2.76M 0.28% +143 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,937 shares; 2024Q4: 101,964 shares; 2025Q1: 99,889 shares; 2025Q2: 97,347 shares; 2025Q3: 93,446 shares; 2025Q4: 91,365 shares 91,365 $2.7M 0.27% -2,081 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,605 shares; 2024Q4: 32,293 shares; 2025Q1: 32,734 shares; 2025Q2: 31,745 shares; 2025Q3: 27,529 shares; 2025Q4: 64,018 shares 64,018 $2.68M 0.27% +36,489 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: 3,575 shares; 2024Q4: 3,525 shares; 2025Q1: 3,628 shares; 2025Q2: 3,519 shares; 2025Q3: 3,540 shares; 2025Q4: 3,834 shares 3,834 $2.66M 0.27% +294 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: 32,402 shares; 2024Q4: 36,449 shares; 2025Q1: 40,199 shares; 2025Q2: 46,321 shares; 2025Q3: 50,551 shares; 2025Q4: 52,328 shares 52,328 $2.58M 0.26% +1,777 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: 11,638 shares; 2024Q4: 11,918 shares; 2025Q1: 11,000 shares; 2025Q2: 10,423 shares; 2025Q3: 9,552 shares; 2025Q4: 9,294 shares 9,294 $2.47M 0.25% -258 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: 40,905 shares; 2024Q4: 41,022 shares; 2025Q1: 58,450 shares; 2025Q2: 49,650 shares; 2025Q3: 41,545 shares; 2025Q4: 38,674 shares 38,674 $2.47M 0.25% -2,871 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: 33,256 shares; 2024Q4: 29,456 shares; 2025Q1: 19,592 shares; 2025Q2: 19,727 shares; 2025Q3: 10,509 shares; 2025Q4: 11,742 shares 11,742 $2.47M 0.25% +1,233 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: 22,449 shares; 2024Q4: 22,586 shares; 2025Q1: 21,884 shares; 2025Q2: 19,475 shares; 2025Q3: 18,120 shares; 2025Q4: 15,848 shares 15,848 $2.46M 0.25% -2,272 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: 4,509 shares; 2024Q4: 5,089 shares; 2025Q1: 4,649 shares; 2025Q2: 4,536 shares; 2025Q3: 4,680 shares; 2025Q4: 4,911 shares 4,911 $2.41M 0.24% +231 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: 3,104 shares; 2024Q4: 2,861 shares; 2025Q1: 2,972 shares; 2025Q2: 3,156 shares; 2025Q3: 3,112 shares; 2025Q4: 15,927 shares 15,927 $2.4M 0.24% +12,815 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: 6,763 shares; 2024Q4: 5,877 shares; 2025Q1: 6,331 shares; 2025Q2: 6,054 shares; 2025Q3: 6,165 shares; 2025Q4: 6,949 shares 6,949 $2.36M 0.24% +784 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: 47,727 shares; 2024Q4: 47,174 shares; 2025Q1: 48,231 shares; 2025Q2: 48,953 shares; 2025Q3: 46,370 shares; 2025Q4: 46,087 shares 46,087 $2.33M 0.24% -283 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: 29,147 shares; 2024Q4: 28,767 shares; 2025Q1: 27,816 shares; 2025Q2: 25,824 shares; 2025Q3: 24,146 shares; 2025Q4: 33,505 shares 33,505 $2.26M 0.23% +9,359 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,809 shares; 2024Q4: 47,101 shares; 2025Q1: 52,041 shares; 2025Q2: 71,981 shares; 2025Q3: 90,327 shares; 2025Q4: 98,203 shares 98,203 $2.26M 0.23% +7,876 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: 8,941 shares; 2024Q4: 9,587 shares; 2025Q1: 9,646 shares; 2025Q2: 9,536 shares; 2025Q3: 9,457 shares; 2025Q4: 9,622 shares 9,622 $2.25M 0.23% +165 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: 24,684 shares; 2024Q4: 25,759 shares; 2025Q1: 25,802 shares; 2025Q2: 19,942 shares; 2025Q3: 17,438 shares; 2025Q4: 16,019 shares 16,019 $2.21M 0.22% -1,419 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: 7,665 shares; 2024Q4: 8,950 shares; 2025Q1: 9,184 shares; 2025Q2: 9,842 shares; 2025Q3: 10,459 shares; 2025Q4: 10,896 shares 10,896 $2.21M 0.22% +437 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: 7,132 shares; 2024Q4: 9,899 shares; 2025Q1: 9,268 shares; 2025Q2: 6,516 shares; 2025Q3: 15,608 shares; 2025Q4: 29,125 shares 29,125 $2.16M 0.22% +13,517 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,830 shares 25,830 $2.14M 0.22% new Timeline CIBR 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: 34,099 shares; 2024Q4: 32,122 shares; 2025Q1: 31,359 shares; 2025Q2: 29,821 shares; 2025Q3: 28,516 shares; 2025Q4: 28,761 shares 28,761 $2.11M 0.21% +245 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,769 shares; 2024Q4: 16,043 shares; 2025Q1: 14,964 shares; 2025Q2: 31,216 shares; 2025Q3: 28,613 shares; 2025Q4: 23,350 shares 23,350 $2.06M 0.21% -5,263 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,950 shares; 2024Q4: 6,944 shares; 2025Q1: 6,874 shares; 2025Q2: 6,873 shares; 2025Q3: 6,873 shares; 2025Q4: 6,273 shares 6,273 $2.05M 0.21% -600 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: 6,798 shares; 2024Q4: 6,954 shares; 2025Q1: 6,838 shares; 2025Q2: 7,278 shares; 2025Q3: 7,694 shares; 2025Q4: 7,610 shares 7,610 $2.04M 0.21% -84 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: 11,365 shares; 2024Q4: 10,732 shares; 2025Q1: 11,090 shares; 2025Q2: 10,835 shares; 2025Q3: 10,193 shares; 2025Q4: 10,902 shares 10,902 $2M 0.2% +709 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: 6,978 shares; 2024Q4: 7,006 shares; 2025Q1: 6,877 shares; 2025Q2: 6,983 shares; 2025Q3: 8,429 shares; 2025Q4: 8,110 shares 8,110 $2M 0.2% -319 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: 5,699 shares; 2024Q4: 5,336 shares; 2025Q1: 5,894 shares; 2025Q2: 7,225 shares; 2025Q3: 6,501 shares; 2025Q4: 6,170 shares 6,170 $1.96M 0.2% -331 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: 16,839 shares; 2024Q4: 16,980 shares; 2025Q1: 16,417 shares; 2025Q2: 13,985 shares; 2025Q3: 11,209 shares; 2025Q4: 10,863 shares 10,863 $1.96M 0.2% -346 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 reported; 2024Q4: 17,243 shares; 2025Q1: 16,358 shares; 2025Q2: 18,932 shares; 2025Q3: 17,076 shares; 2025Q4: 14,934 shares 14,934 $1.94M 0.2% -2,142 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: 2,470 shares; 2024Q4: 2,432 shares; 2025Q1: 2,298 shares; 2025Q2: 2,267 shares; 2025Q3: 2,206 shares; 2025Q4: 2,352 shares 2,352 $1.94M 0.2% +146 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: 30,154 shares; 2024Q4: 27,729 shares; 2025Q1: 29,788 shares; 2025Q2: 28,956 shares; 2025Q3: 23,769 shares; 2025Q4: 26,582 shares 26,582 $1.9M 0.19% +2,813 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: 12,458 shares; 2024Q4: 12,661 shares; 2025Q1: 12,560 shares; 2025Q2: 11,686 shares; 2025Q3: 15,314 shares; 2025Q4: 15,411 shares 15,411 $1.87M 0.19% +97 Timeline KMAY 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,813 shares; 2025Q3: 68,082 shares; 2025Q4: 65,277 shares 65,277 $1.86M 0.19% -2,805 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: 2,326 shares; 2024Q4: 3,233 shares; 2025Q1: 2,597 shares; 2025Q2: 2,001 shares; 2025Q3: 1,314 shares; 2025Q4: 1,487 shares 1,487 $1.83M 0.18% +173 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: 6,338 shares; 2024Q4: 6,153 shares; 2025Q1: 6,019 shares; 2025Q2: 5,968 shares; 2025Q3: 5,278 shares; 2025Q4: 5,278 shares 5,278 $1.82M 0.18% 0 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: 12,755 shares; 2024Q4: 9,255 shares; 2025Q1: 8,100 shares; 2025Q2: 7,273 shares; 2025Q3: 6,274 shares; 2025Q4: 6,158 shares 6,158 $1.8M 0.18% -116 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD 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: 46,185 shares; 2025Q4: 53,865 shares 53,865 $1.75M 0.18% +7,680 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: 72,295 shares; 2024Q4: 65,590 shares; 2025Q1: 68,330 shares; 2025Q2: 86,556 shares; 2025Q3: 64,428 shares; 2025Q4: 68,181 shares 68,181 $1.72M 0.17% +3,753 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: 33,323 shares; 2024Q4: 38,236 shares; 2025Q1: 34,233 shares; 2025Q2: 54,673 shares; 2025Q3: 33,571 shares; 2025Q4: 33,366 shares 33,366 $1.72M 0.17% -205 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: 1,332 shares; 2024Q4: 1,387 shares; 2025Q1: 1,337 shares; 2025Q2: 1,913 shares; 2025Q3: 1,852 shares; 2025Q4: 1,875 shares 1,875 $1.7M 0.17% +23 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: 15,118 shares; 2024Q4: 14,263 shares; 2025Q1: 13,171 shares; 2025Q2: 12,992 shares; 2025Q3: 11,848 shares; 2025Q4: 8,826 shares 8,826 $1.7M 0.17% -3,022 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,841 shares; 2024Q4: 25,736 shares; 2025Q1: 25,736 shares; 2025Q2: 25,736 shares; 2025Q3: 25,736 shares; 2025Q4: 25,736 shares 25,736 $1.66M 0.17% 0 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: 6,701 shares; 2024Q4: 13,616 shares; 2025Q1: 13,433 shares; 2025Q2: 8,908 shares; 2025Q3: 8,555 shares; 2025Q4: 8,552 shares 8,552 $1.66M 0.17% -3 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,228 shares; 2024Q4: 66,785 shares; 2025Q1: 80,902 shares; 2025Q2: 97,470 shares; 2025Q3: 128,954 shares; 2025Q4: 149,241 shares 149,241 $1.65M 0.17% +20,287 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,696 shares; 2024Q4: 70,577 shares; 2025Q1: 67,295 shares; 2025Q2: 64,390 shares; 2025Q3: 62,328 shares; 2025Q4: 60,276 shares 60,276 $1.64M 0.17% -2,052 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: 9,855 shares; 2024Q4: 9,795 shares; 2025Q1: 9,397 shares; 2025Q2: 9,480 shares; 2025Q3: 9,206 shares; 2025Q4: 8,753 shares 8,753 $1.63M 0.16% -453 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,627 shares; 2024Q4: 43,916 shares; 2025Q1: 47,088 shares; 2025Q2: 47,382 shares; 2025Q3: 44,515 shares; 2025Q4: 47,811 shares 47,811 $1.63M 0.16% +3,296 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: 12,596 shares; 2024Q4: 14,693 shares; 2025Q1: 15,299 shares; 2025Q2: 14,049 shares; 2025Q3: 9,091 shares; 2025Q4: 8,712 shares 8,712 $1.62M 0.16% -379 Timeline TEKY LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE 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: 37,281 shares; 2025Q3: 39,145 shares; 2025Q4: 41,158 shares 41,158 $1.59M 0.16% +2,013 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: 10,798 shares; 2024Q4: 10,672 shares; 2025Q1: 10,420 shares; 2025Q2: 8,735 shares; 2025Q3: 8,513 shares; 2025Q4: 7,939 shares 7,939 $1.58M 0.16% -574 Timeline BUFF 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,055 shares; 2025Q4: 31,028 shares 31,028 $1.56M 0.16% +14,973 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,269 shares; 2024Q4: 5,671 shares; 2025Q1: 5,808 shares; 2025Q2: 6,065 shares; 2025Q3: 6,486 shares; 2025Q4: 6,789 shares 6,789 $1.55M 0.16% +303 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,296 shares; 2024Q4: 1,857 shares; 2025Q1: 6,259 shares; 2025Q2: 2,233 shares; 2025Q3: 2,127 shares; 2025Q4: 5,184 shares 5,184 $1.54M 0.16% +3,057 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: 29,883 shares; 2024Q4: 26,527 shares; 2025Q1: 26,783 shares; 2025Q2: 26,404 shares; 2025Q3: 25,215 shares; 2025Q4: 27,208 shares 27,208 $1.51M 0.15% +1,993 Timeline SKYY 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: 10,155 shares; 2024Q4: 10,374 shares; 2025Q1: 9,646 shares; 2025Q2: 10,599 shares; 2025Q3: 10,559 shares; 2025Q4: 11,329 shares 11,329 $1.48M 0.15% +770 Timeline IJUN 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,955 shares; 2025Q3: 50,020 shares; 2025Q4: 50,020 shares 50,020 $1.47M 0.15% 0 Timeline RSPT 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: 50,838 shares; 2024Q4: 50,773 shares; 2025Q1: 48,747 shares; 2025Q2: 32,957 shares; 2025Q3: 32,393 shares; 2025Q4: 31,338 shares 31,338 $1.47M 0.15% -1,055 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: 31,566 shares; 2024Q4: 31,744 shares; 2025Q1: 30,645 shares; 2025Q2: 25,337 shares; 2025Q3: 22,588 shares; 2025Q4: 19,681 shares 19,681 $1.47M 0.15% -2,907 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,510 shares; 2024Q4: 57,946 shares; 2025Q1: 58,369 shares; 2025Q2: 57,800 shares; 2025Q3: 55,062 shares; 2025Q4: 55,325 shares 55,325 $1.47M 0.15% +263 Timeline LQD 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: 16,279 shares; 2024Q4: 15,325 shares; 2025Q1: 13,373 shares; 2025Q2: 13,360 shares; 2025Q3: 13,202 shares; 2025Q4: 13,180 shares 13,180 $1.46M 0.15% -22 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,122 shares; 2024Q4: 23,832 shares; 2025Q1: 23,721 shares; 2025Q2: 22,908 shares; 2025Q3: 18,837 shares; 2025Q4: 20,436 shares 20,436 $1.45M 0.15% +1,599 Timeline FNDB 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: 14,468 shares; 2024Q4: 42,621 shares; 2025Q1: 42,681 shares; 2025Q2: 42,741 shares; 2025Q3: 43,463 shares; 2025Q4: 53,688 shares 53,688 $1.45M 0.15% +10,225 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: 56,325 shares; 2024Q4: 39,494 shares; 2025Q1: 37,845 shares; 2025Q2: 27,395 shares; 2025Q3: 26,147 shares; 2025Q4: 25,619 shares 25,619 $1.43M 0.14% -528 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: 14,004 shares; 2024Q4: 14,102 shares; 2025Q1: 14,185 shares; 2025Q2: 11,996 shares; 2025Q3: 11,522 shares; 2025Q4: 11,099 shares 11,099 $1.41M 0.14% -423 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: 112,759 shares; 2024Q4: 117,422 shares; 2025Q1: 115,401 shares; 2025Q2: 72,819 shares; 2025Q3: 58,477 shares; 2025Q4: 58,328 shares 58,328 $1.4M 0.14% -149 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,213 shares; 2024Q4: 8,524 shares; 2025Q1: 14,717 shares; 2025Q2: 17,068 shares; 2025Q3: 25,255 shares; 2025Q4: 26,937 shares 26,937 $1.39M 0.14% +1,682 Timeline EWW 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,331 shares; 2025Q3: 18,988 shares; 2025Q4: 19,785 shares 19,785 $1.38M 0.14% +797 Timeline IDA IDACORP INC More: the full row for IDACORP 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: 11,719 shares; 2025Q3: 10,627 shares; 2025Q4: 10,873 shares 10,873 $1.37M 0.14% +246 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,212 shares; 2024Q4: 16,337 shares; 2025Q1: 16,735 shares; 2025Q2: 20,293 shares; 2025Q3: 20,583 shares; 2025Q4: 19,335 shares 19,335 $1.37M 0.14% -1,248 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,629 shares 36,629 $1.36M 0.14% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,254 shares; 2024Q4: 26,009 shares; 2025Q1: 24,757 shares; 2025Q2: 24,242 shares; 2025Q3: 24,245 shares; 2025Q4: 19,176 shares 19,176 $1.36M 0.14% -5,069 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: 7,021 shares; 2024Q4: 6,964 shares; 2025Q1: 6,903 shares; 2025Q2: 6,670 shares; 2025Q3: 6,504 shares; 2025Q4: 5,999 shares 5,999 $1.36M 0.14% -505 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: 1,103 shares; 2024Q4: 1,116 shares; 2025Q1: 1,102 shares; 2025Q2: 16,605 shares; 2025Q3: 16,429 shares; 2025Q4: 14,947 shares 14,947 $1.36M 0.14% -1,482 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: 17,346 shares; 2024Q4: 16,401 shares; 2025Q1: 16,043 shares; 2025Q2: 15,546 shares; 2025Q3: 14,395 shares; 2025Q4: 14,080 shares 14,080 $1.34M 0.14% -315 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,246 shares; 2025Q1: 7,934 shares; 2025Q2: 5,006 shares; 2025Q3: 5,209 shares; 2025Q4: 4,370 shares 4,370 $1.34M 0.14% -839 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,697 shares; 2024Q4: 13,393 shares; 2025Q1: 12,722 shares; 2025Q2: 12,842 shares; 2025Q3: 15,217 shares; 2025Q4: 13,287 shares 13,287 $1.33M 0.13% -1,930 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: 21,415 shares; 2024Q4: 20,625 shares; 2025Q1: 22,276 shares; 2025Q2: 23,103 shares; 2025Q3: 31,799 shares; 2025Q4: 31,013 shares 31,013 $1.32M 0.13% -786 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: 1,940 shares; 2024Q4: 1,982 shares; 2025Q1: 2,019 shares; 2025Q2: 2,080 shares; 2025Q3: 2,017 shares; 2025Q4: 2,217 shares 2,217 $1.31M 0.13% +200 Timeline PNQI 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: 21,179 shares; 2024Q4: 22,918 shares; 2025Q1: 20,651 shares; 2025Q2: 21,234 shares; 2025Q3: 22,716 shares; 2025Q4: 24,006 shares 24,006 $1.31M 0.13% +1,290 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,972 shares; 2025Q1: 2,579 shares; 2025Q2: 5,994 shares; 2025Q3: 8,426 shares; 2025Q4: 9,070 shares 9,070 $1.29M 0.13% +644 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: 740 shares; 2024Q4: 764 shares; 2025Q1: 769 shares; 2025Q2: 1,150 shares; 2025Q3: 1,327 shares; 2025Q4: 1,456 shares 1,456 $1.28M 0.13% +129 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,477 shares; 2024Q4: 62,870 shares; 2025Q1: 61,931 shares; 2025Q2: 59,960 shares; 2025Q3: 58,552 shares; 2025Q4: 61,298 shares 61,298 $1.28M 0.13% +2,746 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: 5,657 shares; 2024Q4: 7,879 shares; 2025Q1: 7,881 shares; 2025Q2: 4,314 shares; 2025Q3: 4,059 shares; 2025Q4: 3,951 shares 3,951 $1.27M 0.13% -108 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: 16,714 shares; 2024Q4: 16,259 shares; 2025Q1: 14,420 shares; 2025Q2: 13,890 shares; 2025Q3: 12,510 shares; 2025Q4: 12,116 shares 12,116 $1.27M 0.13% -394 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: 2,831 shares; 2024Q4: 2,829 shares; 2025Q1: 2,829 shares; 2025Q2: 2,429 shares; 2025Q3: 2,290 shares; 2025Q4: 2,190 shares 2,190 $1.27M 0.13% -100 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,968 shares; 2024Q4: 52,758 shares; 2025Q1: 48,030 shares; 2025Q2: 47,851 shares; 2025Q3: 29,955 shares; 2025Q4: 31,643 shares 31,643 $1.27M 0.13% +1,688 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,196 shares; 2024Q4: 74,050 shares; 2025Q1: 77,386 shares; 2025Q2: 66,355 shares; 2025Q3: 51,780 shares; 2025Q4: 53,949 shares 53,949 $1.26M 0.13% +2,169 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: 9,782 shares; 2024Q4: 14,053 shares; 2025Q1: 14,624 shares; 2025Q2: 18,464 shares; 2025Q3: 24,169 shares; 2025Q4: 23,967 shares 23,967 $1.26M 0.13% -202 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM 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: 169,610 shares 169,610 $1.25M 0.13% new 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: 1,894 shares; 2024Q4: 2,160 shares; 2025Q1: 2,267 shares; 2025Q2: 1,570 shares; 2025Q3: 1,316 shares; 2025Q4: 1,321 shares 1,321 $1.24M 0.13% +5 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,575 shares; 2024Q4: 40,047 shares; 2025Q1: 38,774 shares; 2025Q2: 37,541 shares; 2025Q3: 37,043 shares; 2025Q4: 36,831 shares 36,831 $1.24M 0.13% -212 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,806 shares; 2025Q1: 2,552 shares; 2025Q2: 2,652 shares; 2025Q3: 2,762 shares; 2025Q4: 2,107 shares 2,107 $1.2M 0.12% -655 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 reported; 2024Q4: 2,694 shares; 2025Q1: 1,959 shares; 2025Q2: 2,499 shares; 2025Q3: 2,343 shares; 2025Q4: 1,876 shares 1,876 $1.19M 0.12% -467 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,360 shares; 2024Q4: 27,884 shares; 2025Q1: 27,720 shares; 2025Q2: 25,774 shares; 2025Q3: 25,347 shares; 2025Q4: 25,222 shares 25,222 $1.18M 0.12% -125 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: 4,917 shares; 2024Q4: 5,678 shares; 2025Q1: 5,608 shares; 2025Q2: 5,832 shares; 2025Q3: 5,165 shares; 2025Q4: 5,822 shares 5,822 $1.18M 0.12% +657 Timeline UJUL 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,062 shares; 2025Q4: 30,162 shares 30,162 $1.17M 0.12% -1,900 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: 17,463 shares; 2024Q4: 11,516 shares; 2025Q1: 11,238 shares; 2025Q2: 6,782 shares; 2025Q3: 4,922 shares; 2025Q4: 20,703 shares 20,703 $1.17M 0.12% +15,781 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: 3,284 shares; 2024Q4: 3,288 shares; 2025Q1: 3,204 shares; 2025Q2: 3,451 shares; 2025Q3: 3,165 shares; 2025Q4: 3,094 shares 3,094 $1.17M 0.12% -71 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,480 shares; 2024Q4: 28,726 shares; 2025Q1: 28,915 shares; 2025Q2: 19,315 shares; 2025Q3: 21,013 shares; 2025Q4: 19,164 shares 19,164 $1.17M 0.12% -1,849 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: 18,316 shares; 2024Q4: 21,621 shares; 2025Q1: 22,474 shares; 2025Q2: 12,767 shares; 2025Q3: 12,505 shares; 2025Q4: 12,380 shares 12,380 $1.17M 0.12% -125 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: 11,255 shares; 2024Q4: 10,324 shares; 2025Q1: 9,565 shares; 2025Q2: 8,682 shares; 2025Q3: 7,981 shares; 2025Q4: 7,557 shares 7,557 $1.16M 0.12% -424 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,716 shares; 2024Q4: 5,621 shares; 2025Q1: 5,620 shares; 2025Q2: 5,524 shares; 2025Q3: 5,532 shares; 2025Q4: 5,532 shares 5,532 $1.16M 0.12% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,636 shares 19,636 $1.15M 0.12% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,879 shares; 2024Q4: 41,869 shares; 2025Q1: 37,369 shares; 2025Q2: 37,369 shares; 2025Q3: 37,369 shares; 2025Q4: 37,199 shares 37,199 $1.12M 0.11% -170 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,099 shares; 2024Q4: 13,131 shares; 2025Q1: 7,318 shares; 2025Q2: 6,935 shares; 2025Q3: 6,779 shares; 2025Q4: 7,108 shares 7,108 $1.11M 0.11% +329 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: 44,631 shares; 2024Q4: 50,691 shares; 2025Q1: 41,630 shares; 2025Q2: 20,941 shares; 2025Q3: 20,107 shares; 2025Q4: 20,342 shares 20,342 $1.11M 0.11% +235 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: 8,814 shares; 2024Q4: 8,714 shares; 2025Q1: 8,756 shares; 2025Q2: 12,422 shares; 2025Q3: 11,124 shares; 2025Q4: 11,124 shares 11,124 $1.09M 0.11% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,212 shares; 2024Q4: 13,487 shares; 2025Q1: 13,125 shares; 2025Q2: 12,987 shares; 2025Q3: 12,199 shares; 2025Q4: 12,247 shares 12,247 $1.08M 0.11% +48 Timeline SITM SITIME CORP More: the full row for SITIME 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: 2,470 shares; 2025Q4: 3,155 shares 3,155 $1.08M 0.11% +685 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: 10,336 shares; 2024Q4: 10,225 shares; 2025Q1: 9,572 shares; 2025Q2: 9,633 shares; 2025Q3: 9,381 shares; 2025Q4: 11,719 shares 11,719 $1.07M 0.11% +2,338 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,005 shares; 2024Q4: 6,604 shares; 2025Q1: 6,600 shares; 2025Q2: 6,339 shares; 2025Q3: 6,054 shares; 2025Q4: 6,700 shares 6,700 $1.07M 0.11% +646 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: 12,836 shares; 2024Q4: 12,191 shares; 2025Q1: 11,594 shares; 2025Q2: 8,744 shares; 2025Q3: 7,022 shares; 2025Q4: 6,914 shares 6,914 $1.07M 0.11% -108 Timeline EVX 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: 6,256 shares; 2024Q4: 6,257 shares; 2025Q1: 29,286 shares; 2025Q2: 30,036 shares; 2025Q3: 30,036 shares; 2025Q4: 27,163 shares 27,163 $1.05M 0.11% -2,873 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: 21,174 shares; 2024Q4: 24,101 shares; 2025Q1: 27,260 shares; 2025Q2: 20,242 shares; 2025Q3: 18,094 shares; 2025Q4: 18,388 shares 18,388 $1.04M 0.11% +294 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: 9,988 shares; 2024Q4: 8,888 shares; 2025Q1: 8,662 shares; 2025Q2: 7,251 shares; 2025Q3: 6,322 shares; 2025Q4: 6,361 shares 6,361 $1.04M 0.1% +39 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP 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: 73,801 shares 73,801 $1.03M 0.1% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,435 shares; 2024Q4: 11,086 shares; 2025Q1: 11,028 shares; 2025Q2: 8,084 shares; 2025Q3: 7,240 shares; 2025Q4: 7,122 shares 7,122 $1.01M 0.1% -118 Timeline EPOL 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: 14,762 shares; 2025Q3: 21,770 shares; 2025Q4: 27,649 shares 27,649 $1.01M 0.1% +5,879 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: 4,470 shares; 2024Q4: 4,280 shares; 2025Q1: 4,144 shares; 2025Q2: 4,073 shares; 2025Q3: 3,402 shares; 2025Q4: 3,279 shares 3,279 $1.01M 0.1% -123 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 reported; 2024Q4: 1,891 shares; 2025Q1: 1,755 shares; 2025Q2: 1,755 shares; 2025Q3: 1,755 shares; 2025Q4: 2,255 shares 2,255 $985K 0.1% +500 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: 4,498 shares; 2024Q4: 4,546 shares; 2025Q1: 4,405 shares; 2025Q2: 4,147 shares; 2025Q3: 3,247 shares; 2025Q4: 3,193 shares 3,193 $971K 0.1% -54 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,625 shares; 2024Q4: 13,575 shares; 2025Q1: 14,109 shares; 2025Q2: 14,438 shares; 2025Q3: 14,158 shares; 2025Q4: 13,312 shares 13,312 $965K 0.1% -846 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: 30,801 shares; 2024Q4: 24,345 shares; 2025Q1: 24,502 shares; 2025Q2: 24,122 shares; 2025Q3: 22,934 shares; 2025Q4: 30,251 shares 30,251 $959K 0.1% +7,317 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: 33,349 shares; 2024Q4: 9,272 shares; 2025Q1: 9,854 shares; 2025Q2: 7,516 shares; 2025Q3: 7,559 shares; 2025Q4: 28,474 shares 28,474 $959K 0.1% +20,915 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: 3,643 shares; 2024Q4: 3,835 shares; 2025Q1: 3,726 shares; 2025Q2: 3,155 shares; 2025Q3: 1,863 shares; 2025Q4: 1,928 shares 1,928 $958K 0.1% +65 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: 16,458 shares; 2024Q4: 17,086 shares; 2025Q1: 16,937 shares; 2025Q2: 12,012 shares; 2025Q3: 11,183 shares; 2025Q4: 10,868 shares 10,868 $938K 0.09% -315 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: 11,514 shares; 2024Q4: 12,182 shares; 2025Q1: 11,775 shares; 2025Q2: 8,190 shares; 2025Q3: 8,175 shares; 2025Q4: 17,031 shares 17,031 $935K 0.09% +8,856 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: 15,036 shares; 2024Q4: 14,786 shares; 2025Q1: 14,648 shares; 2025Q2: 12,204 shares; 2025Q3: 12,165 shares; 2025Q4: 11,917 shares 11,917 $934K 0.09% -248 Timeline EQWL 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: 2,830 shares; 2024Q4: 4,235 shares; 2025Q1: 5,430 shares; 2025Q2: 5,435 shares; 2025Q3: 7,199 shares; 2025Q4: 7,809 shares 7,809 $933K 0.09% +610 Timeline DDFL 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,328 shares; 2025Q4: 45,328 shares 45,328 $931K 0.09% 0 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: 580 shares; 2024Q4: 663 shares; 2025Q1: 660 shares; 2025Q2: 659 shares; 2025Q3: 673 shares; 2025Q4: 667 shares 667 $924K 0.09% -6 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: 1,552 shares; 2024Q4: 1,123 shares; 2025Q1: 1,098 shares; 2025Q2: 1,066 shares; 2025Q3: 884 shares; 2025Q4: 918 shares 918 $922K 0.09% +34 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: 2,659 shares; 2024Q4: 2,728 shares; 2025Q1: 2,611 shares; 2025Q2: 2,809 shares; 2025Q3: 1,872 shares; 2025Q4: 1,874 shares 1,874 $918K 0.09% +2 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,371 shares; 2025Q4: 14,690 shares 14,690 $918K 0.09% +2,319 Timeline DXJ 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: 6,639 shares; 2024Q4: 5,667 shares; 2025Q1: 5,153 shares; 2025Q2: 5,159 shares; 2025Q3: 6,003 shares; 2025Q4: 6,204 shares 6,204 $916K 0.09% +201 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 2,220 shares; 2025Q1: 2,313 shares; 2025Q2: 2,294 shares; 2025Q3: 2,310 shares; 2025Q4: 1,953 shares 1,953 $914K 0.09% -357 Timeline JCPB 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: 7,844 shares; 2025Q4: 19,085 shares 19,085 $906K 0.09% +11,241 Timeline FMAT 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: 14,533 shares; 2024Q4: 14,891 shares; 2025Q1: 15,478 shares; 2025Q2: 15,862 shares; 2025Q3: 16,021 shares; 2025Q4: 16,386 shares 16,386 $902K 0.09% +365 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 reported; 2024Q4: not reported; 2025Q1: 284 shares; 2025Q2: 442 shares; 2025Q3: 355 shares; 2025Q4: 416 shares 416 $900K 0.09% +61 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: 9,709 shares; 2024Q4: 8,986 shares; 2025Q1: 9,915 shares; 2025Q2: 11,925 shares; 2025Q3: 15,461 shares; 2025Q4: 14,848 shares 14,848 $897K 0.09% -613 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,274 shares; 2024Q4: 68,774 shares; 2025Q1: 66,274 shares; 2025Q2: 53,774 shares; 2025Q3: 46,000 shares; 2025Q4: 46,000 shares 46,000 $891K 0.09% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,304 shares; 2024Q4: 27,404 shares; 2025Q1: 27,693 shares; 2025Q2: 10,728 shares; 2025Q3: 10,865 shares; 2025Q4: 10,909 shares 10,909 $882K 0.09% +44 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: 13,548 shares; 2024Q4: 11,760 shares; 2025Q1: 11,453 shares; 2025Q2: 9,108 shares; 2025Q3: 9,618 shares; 2025Q4: 8,650 shares 8,650 $882K 0.09% -968 Timeline IUSG 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: 5,194 shares; 2024Q4: 5,223 shares; 2025Q1: 5,106 shares; 2025Q2: 5,145 shares; 2025Q3: 5,358 shares; 2025Q4: 5,176 shares 5,176 $881K 0.09% -182 Timeline FPE 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: 19,309 shares; 2024Q4: 25,863 shares; 2025Q1: 25,318 shares; 2025Q2: 24,362 shares; 2025Q3: 44,444 shares; 2025Q4: 48,096 shares 48,096 $879K 0.09% +3,652 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,557 shares; 2024Q4: 105,803 shares; 2025Q1: 100,791 shares; 2025Q2: 62,879 shares; 2025Q3: 60,757 shares; 2025Q4: 61,860 shares 61,860 $878K 0.09% +1,103 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: 16,039 shares; 2024Q4: 16,186 shares; 2025Q1: 15,145 shares; 2025Q2: 6,757 shares; 2025Q3: 4,540 shares; 2025Q4: 4,725 shares 4,725 $873K 0.09% +185 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: 8,995 shares; 2024Q4: 9,320 shares; 2025Q1: 7,769 shares; 2025Q2: 6,370 shares; 2025Q3: 6,097 shares; 2025Q4: 6,962 shares 6,962 $869K 0.09% +865 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: 16,968 shares; 2024Q4: 17,083 shares; 2025Q1: 17,352 shares; 2025Q2: 16,893 shares; 2025Q3: 8,917 shares; 2025Q4: 9,201 shares 9,201 $864K 0.09% +284 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,676 shares; 2025Q4: 8,946 shares 8,946 $863K 0.09% +1,270 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,800 shares; 2025Q2: 24,400 shares; 2025Q3: 24,245 shares; 2025Q4: 35,980 shares 35,980 $862K 0.09% +11,735 Timeline CSM 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: 11,725 shares; 2024Q4: 11,670 shares; 2025Q1: 11,004 shares; 2025Q2: 10,722 shares; 2025Q3: 10,767 shares; 2025Q4: 10,667 shares 10,667 $855K 0.09% -100 Timeline MLRG 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: 11,633 shares; 2024Q4: 11,574 shares; 2025Q1: 11,137 shares; 2025Q2: 10,090 shares; 2025Q3: 10,030 shares; 2025Q4: 8,905 shares 8,905 $850K 0.09% -1,125 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 reported; 2024Q4: 2,329 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,579 shares; 2025Q4: 10,040 shares 10,040 $850K 0.09% +7,461 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: 4,567 shares; 2024Q4: 6,274 shares; 2025Q1: 6,349 shares; 2025Q2: 9,170 shares; 2025Q3: 9,331 shares; 2025Q4: 9,631 shares 9,631 $846K 0.09% +300 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: 26,492 shares; 2024Q4: 28,892 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,178 shares; 2025Q4: 31,255 shares 31,255 $844K 0.09% +9,077 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: 11,305 shares; 2024Q4: 11,355 shares; 2025Q1: 12,178 shares; 2025Q2: 11,934 shares; 2025Q3: 9,818 shares; 2025Q4: 9,617 shares 9,617 $834K 0.08% -201 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: 4,771 shares; 2024Q4: 4,925 shares; 2025Q1: 5,060 shares; 2025Q2: 4,810 shares; 2025Q3: 7,736 shares; 2025Q4: 7,247 shares 7,247 $815K 0.08% -489 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,850 shares; 2024Q4: 9,700 shares; 2025Q1: 6,600 shares; 2025Q2: 13,190 shares; 2025Q3: 14,124 shares; 2025Q4: 14,959 shares 14,959 $814K 0.08% +835 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: 8,689 shares; 2024Q4: 11,290 shares; 2025Q1: 8,792 shares; 2025Q2: 7,936 shares; 2025Q3: 9,308 shares; 2025Q4: 8,838 shares 8,838 $814K 0.08% -470 Timeline SCYB 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,635 shares 30,635 $813K 0.08% new 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: 3,152 shares; 2024Q4: 3,223 shares; 2025Q1: 2,470 shares; 2025Q2: 2,366 shares; 2025Q3: 2,373 shares; 2025Q4: 2,376 shares 2,376 $812K 0.08% +3 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: 2,594 shares; 2024Q4: 2,697 shares; 2025Q1: 2,672 shares; 2025Q2: 2,593 shares; 2025Q3: 2,240 shares; 2025Q4: 1,706 shares 1,706 $811K 0.08% -534 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: 3,711 shares; 2024Q4: 3,764 shares; 2025Q1: 3,767 shares; 2025Q2: 3,766 shares; 2025Q3: 3,768 shares; 2025Q4: 3,771 shares 3,771 $808K 0.08% +3 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: 6,952 shares; 2024Q4: 6,892 shares; 2025Q1: 6,581 shares; 2025Q2: 6,527 shares; 2025Q3: 6,386 shares; 2025Q4: 6,380 shares 6,380 $793K 0.08% -6 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 2,260 shares; 2025Q4: 2,457 shares 2,457 $783K 0.08% +197 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,325 shares; 2024Q4: 8,750 shares; 2025Q1: 7,350 shares; 2025Q2: 9,950 shares; 2025Q3: 12,245 shares; 2025Q4: 12,619 shares 12,619 $774K 0.08% +374 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: 1,122 shares; 2024Q4: 1,395 shares; 2025Q1: 1,599 shares; 2025Q2: 1,473 shares; 2025Q3: 1,315 shares; 2025Q4: 1,242 shares 1,242 $771K 0.08% -73 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: 1,376 shares; 2024Q4: 1,743 shares; 2025Q1: 1,719 shares; 2025Q2: 1,520 shares; 2025Q3: 1,279 shares; 2025Q4: 1,240 shares 1,240 $765K 0.08% -39 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,744 shares; 2024Q4: 56,113 shares; 2025Q1: 58,125 shares; 2025Q2: 56,660 shares; 2025Q3: 54,455 shares; 2025Q4: 66,311 shares 66,311 $765K 0.08% +11,856 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,531 shares; 2024Q4: 59,077 shares; 2025Q1: 48,945 shares; 2025Q2: 44,080 shares; 2025Q3: 37,230 shares; 2025Q4: 30,348 shares 30,348 $763K 0.08% -6,882 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,428 shares; 2024Q4: 1,419 shares; 2025Q1: 1,422 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,627 shares 3,627 $760K 0.08% new Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,150 shares; 2024Q4: 21,350 shares; 2025Q1: 19,900 shares; 2025Q2: 35,600 shares; 2025Q3: 34,360 shares; 2025Q4: 33,550 shares 33,550 $754K 0.08% -810 Timeline FEGE 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,538 shares; 2025Q4: 15,918 shares 15,918 $749K 0.08% +6,380 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT 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: 15,742 shares 15,742 $745K 0.08% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,630 shares; 2024Q4: 10,634 shares; 2025Q1: 10,793 shares; 2025Q2: 10,785 shares; 2025Q3: 11,145 shares; 2025Q4: 10,876 shares 10,876 $742K 0.08% -269 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: 6,585 shares; 2024Q4: 6,694 shares; 2025Q1: 5,585 shares; 2025Q2: 5,585 shares; 2025Q3: 5,085 shares; 2025Q4: 5,085 shares 5,085 $734K 0.07% 0 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: 2,788 shares; 2024Q4: 2,784 shares; 2025Q1: 2,679 shares; 2025Q2: 2,732 shares; 2025Q3: 2,689 shares; 2025Q4: 2,384 shares 2,384 $731K 0.07% -305 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,383 shares; 2025Q4: 14,383 shares 14,383 $728K 0.07% 0 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: 8,072 shares; 2024Q4: 8,287 shares; 2025Q1: 8,638 shares; 2025Q2: 9,026 shares; 2025Q3: 8,264 shares; 2025Q4: 8,652 shares 8,652 $725K 0.07% +388 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: 9,939 shares; 2024Q4: 10,221 shares; 2025Q1: 10,228 shares; 2025Q2: 7,185 shares; 2025Q3: 6,301 shares; 2025Q4: 6,296 shares 6,296 $716K 0.07% -5 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: 7,717 shares; 2024Q4: 11,871 shares; 2025Q1: 12,105 shares; 2025Q2: 12,642 shares; 2025Q3: 8,605 shares; 2025Q4: 8,044 shares 8,044 $708K 0.07% -561 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: 1,029 shares; 2024Q4: not reported; 2025Q1: 1,141 shares; 2025Q2: 862 shares; 2025Q3: 1,501 shares; 2025Q4: 2,047 shares 2,047 $693K 0.07% +546 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: 3,343 shares; 2024Q4: 3,200 shares; 2025Q1: 3,125 shares; 2025Q2: 3,026 shares; 2025Q3: 3,042 shares; 2025Q4: 2,991 shares 2,991 $687K 0.07% -51 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: 2,912 shares; 2024Q4: 2,815 shares; 2025Q1: 2,740 shares; 2025Q2: 2,348 shares; 2025Q3: 2,200 shares; 2025Q4: 2,011 shares 2,011 $680K 0.07% -189 Timeline LQDW 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: 24,000 shares; 2024Q4: 24,000 shares; 2025Q1: 24,000 shares; 2025Q2: 27,500 shares; 2025Q3: 27,500 shares; 2025Q4: 27,500 shares 27,500 $677K 0.07% 0 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: 2,466 shares; 2024Q4: 2,518 shares; 2025Q1: 2,645 shares; 2025Q2: 2,641 shares; 2025Q3: 2,600 shares; 2025Q4: 2,580 shares 2,580 $674K 0.07% -20 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,437 shares; 2024Q4: 7,343 shares; 2025Q1: 6,732 shares; 2025Q2: 6,676 shares; 2025Q3: 6,419 shares; 2025Q4: 6,419 shares 6,419 $673K 0.07% 0 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: 3,092 shares; 2024Q4: 3,559 shares; 2025Q1: 3,580 shares; 2025Q2: 3,790 shares; 2025Q3: 2,156 shares; 2025Q4: 2,944 shares 2,944 $672K 0.07% +788 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: 6,833 shares; 2024Q4: 6,854 shares; 2025Q1: 6,854 shares; 2025Q2: 6,674 shares; 2025Q3: 6,201 shares; 2025Q4: 6,201 shares 6,201 $668K 0.07% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,850 shares; 2025Q1: 21,450 shares; 2025Q2: 33,893 shares; 2025Q3: 11,935 shares; 2025Q4: 6,910 shares 6,910 $665K 0.07% -5,025 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 3,480 shares; 2025Q1: 3,207 shares; 2025Q2: 3,460 shares; 2025Q3: 3,307 shares; 2025Q4: 3,186 shares 3,186 $660K 0.07% -121 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,031 shares; 2024Q4: 10,507 shares; 2025Q1: 10,070 shares; 2025Q2: 8,586 shares; 2025Q3: 7,271 shares; 2025Q4: 7,033 shares 7,033 $659K 0.07% -238 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: 7,716 shares; 2024Q4: 7,967 shares; 2025Q1: 8,225 shares; 2025Q2: 7,701 shares; 2025Q3: 7,157 shares; 2025Q4: 6,601 shares 6,601 $659K 0.07% -556 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: 8,280 shares; 2024Q4: 8,312 shares; 2025Q1: 8,374 shares; 2025Q2: 8,585 shares; 2025Q3: 8,642 shares; 2025Q4: 8,686 shares 8,686 $655K 0.07% +44 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: 6,830 shares; 2024Q4: 7,125 shares; 2025Q1: 6,007 shares; 2025Q2: 6,204 shares; 2025Q3: 5,901 shares; 2025Q4: 5,386 shares 5,386 $649K 0.07% -515 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 6,665 shares; 2025Q4: 6,665 shares 6,665 $644K 0.07% 0 Timeline ICOP 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: 17,308 shares; 2025Q3: 16,023 shares; 2025Q4: 13,669 shares 13,669 $641K 0.06% -2,354 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: 9,989 shares; 2024Q4: 10,462 shares; 2025Q1: 10,595 shares; 2025Q2: 9,695 shares; 2025Q3: 6,805 shares; 2025Q4: 14,194 shares 14,194 $641K 0.06% +7,389 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: 952 shares; 2025Q1: 1,016 shares; 2025Q2: 670 shares; 2025Q3: 604 shares; 2025Q4: 593 shares 593 $638K 0.06% -11 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,962 shares; 2025Q4: 2,641 shares 2,641 $637K 0.06% +679 Timeline DCOM DIME COML BANCSHARES INC More: the full row for DIME COML BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,563 shares; 2024Q4: 26,563 shares; 2025Q1: 26,563 shares; 2025Q2: 26,443 shares; 2025Q3: 25,543 shares; 2025Q4: 21,643 shares 21,643 $637K 0.06% -3,900 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: 18,797 shares; 2024Q4: 19,104 shares; 2025Q1: 17,095 shares; 2025Q2: 11,469 shares; 2025Q3: 11,661 shares; 2025Q4: 11,409 shares 11,409 $633K 0.06% -252 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: 2,957 shares; 2024Q4: 2,941 shares; 2025Q1: 2,781 shares; 2025Q2: 2,408 shares; 2025Q3: 2,404 shares; 2025Q4: 2,406 shares 2,406 $630K 0.06% +2 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: 4,316 shares; 2024Q4: 4,276 shares; 2025Q1: 4,269 shares; 2025Q2: 4,181 shares; 2025Q3: 3,774 shares; 2025Q4: 3,650 shares 3,650 $630K 0.06% -124 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: 1,058 shares; 2024Q4: 1,154 shares; 2025Q1: not reported; 2025Q2: 1,412 shares; 2025Q3: 1,450 shares; 2025Q4: 2,418 shares 2,418 $621K 0.06% +968 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,285 shares; 2024Q4: 4,723 shares; 2025Q1: 4,762 shares; 2025Q2: 4,974 shares; 2025Q3: 4,529 shares; 2025Q4: 4,005 shares 4,005 $619K 0.06% -524 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: 2,347 shares; 2024Q4: 2,499 shares; 2025Q1: 2,389 shares; 2025Q2: 2,429 shares; 2025Q3: 2,239 shares; 2025Q4: 2,172 shares 2,172 $617K 0.06% -67 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,516 shares; 2024Q4: 2,590 shares; 2025Q1: 2,610 shares; 2025Q2: 2,610 shares; 2025Q3: 2,778 shares; 2025Q4: 3,140 shares 3,140 $616K 0.06% +362 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: 1,394 shares; 2024Q4: 1,314 shares; 2025Q1: 1,708 shares; 2025Q2: 1,653 shares; 2025Q3: 1,636 shares; 2025Q4: 1,633 shares 1,633 $615K 0.06% -3 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: 3,952 shares; 2024Q4: 4,499 shares; 2025Q1: 4,277 shares; 2025Q2: 1,715 shares; 2025Q3: 1,320 shares; 2025Q4: 1,283 shares 1,283 $614K 0.06% -37 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 12,394 shares; 2025Q4: 29,648 shares 29,648 $612K 0.06% +17,254 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,555 shares; 2024Q4: 6,460 shares; 2025Q1: 5,934 shares; 2025Q2: 5,888 shares; 2025Q3: 5,779 shares; 2025Q4: 5,463 shares 5,463 $602K 0.06% -316 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,171 shares; 2024Q4: 11,926 shares; 2025Q1: 11,926 shares; 2025Q2: 11,806 shares; 2025Q3: 11,544 shares; 2025Q4: 11,435 shares 11,435 $601K 0.06% -109 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: 1,040 shares; 2024Q4: 1,109 shares; 2025Q1: 1,132 shares; 2025Q2: 1,118 shares; 2025Q3: 1,067 shares; 2025Q4: 1,116 shares 1,116 $600K 0.06% +49 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,268 shares; 2025Q1: 48,950 shares; 2025Q2: 51,674 shares; 2025Q3: 60,833 shares; 2025Q4: 60,777 shares 60,777 $598K 0.06% -56 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,186 shares; 2025Q3: 20,186 shares; 2025Q4: 15,186 shares 15,186 $595K 0.06% -5,000 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,261 shares; 2024Q4: 19,985 shares; 2025Q1: 12,811 shares; 2025Q2: 4,562 shares; 2025Q3: 4,763 shares; 2025Q4: 4,182 shares 4,182 $590K 0.06% -581 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: 5,751 shares; 2024Q4: 4,727 shares; 2025Q1: 4,715 shares; 2025Q2: 4,605 shares; 2025Q3: 4,617 shares; 2025Q4: 4,018 shares 4,018 $583K 0.06% -599 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,636 shares; 2024Q4: 8,852 shares; 2025Q1: 7,350 shares; 2025Q2: 7,499 shares; 2025Q3: 7,580 shares; 2025Q4: 7,029 shares 7,029 $582K 0.06% -551 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: 5,839 shares; 2024Q4: 5,975 shares; 2025Q1: 6,205 shares; 2025Q2: 5,070 shares; 2025Q3: 4,995 shares; 2025Q4: 4,995 shares 4,995 $580K 0.06% 0 Timeline MAC MACERICH CO More: the full row for MACERICH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,674 shares; 2024Q4: 37,674 shares; 2025Q1: 37,854 shares; 2025Q2: 33,684 shares; 2025Q3: 31,531 shares; 2025Q4: 31,531 shares 31,531 $579K 0.06% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,574 shares; 2024Q4: 12,574 shares; 2025Q1: 12,474 shares; 2025Q2: 12,474 shares; 2025Q3: 12,474 shares; 2025Q4: 12,474 shares 12,474 $573K 0.06% 0 Timeline IDVO 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: 11,140 shares; 2025Q4: 14,336 shares 14,336 $568K 0.06% +3,196 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: 12,130 shares; 2024Q4: 11,977 shares; 2025Q1: 11,950 shares; 2025Q2: 11,766 shares; 2025Q3: 11,470 shares; 2025Q4: 10,962 shares 10,962 $565K 0.06% -508 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,869 shares; 2025Q2: 6,629 shares; 2025Q3: 7,419 shares; 2025Q4: 8,372 shares 8,372 $564K 0.06% +953 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: 1,852 shares; 2024Q4: 1,944 shares; 2025Q1: 2,140 shares; 2025Q2: 2,204 shares; 2025Q3: 2,103 shares; 2025Q4: 2,099 shares 2,099 $564K 0.06% -4 Timeline PYLD 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,052 shares 21,052 $564K 0.06% new 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: 2,762 shares; 2024Q4: 3,148 shares; 2025Q1: 3,680 shares; 2025Q2: 3,585 shares; 2025Q3: 2,726 shares; 2025Q4: 3,496 shares 3,496 $558K 0.06% +770 Timeline EMIF 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: 15,016 shares; 2025Q2: 15,238 shares; 2025Q3: 16,248 shares; 2025Q4: 20,740 shares 20,740 $556K 0.06% +4,492 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,126 shares; 2024Q4: 5,126 shares; 2025Q1: not reported; 2025Q2: 9,336 shares; 2025Q3: 9,256 shares; 2025Q4: 10,471 shares 10,471 $554K 0.06% +1,215 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,207 shares; 2025Q3: 5,253 shares; 2025Q4: 5,312 shares 5,312 $552K 0.06% +59 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: 26,474 shares; 2024Q4: 33,621 shares; 2025Q1: 30,698 shares; 2025Q2: 30,665 shares; 2025Q3: 30,371 shares; 2025Q4: 33,221 shares 33,221 $549K 0.06% +2,850 Timeline BGX BLACKSTONE LONG SHORT CR INC More: the full row for BLACKSTONE LONG SHORT CR 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: 36,400 shares; 2025Q3: 43,900 shares; 2025Q4: 46,848 shares 46,848 $546K 0.06% +2,948 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: 3,714 shares; 2024Q4: 3,745 shares; 2025Q1: 3,692 shares; 2025Q2: 4,093 shares; 2025Q3: 3,823 shares; 2025Q4: 3,824 shares 3,824 $546K 0.06% +1 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: 3,558 shares; 2024Q4: 3,572 shares; 2025Q1: 3,181 shares; 2025Q2: 2,977 shares; 2025Q3: 2,841 shares; 2025Q4: 2,128 shares 2,128 $544K 0.06% -713 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: 918 shares; 2024Q4: 974 shares; 2025Q1: 1,069 shares; 2025Q2: 1,001 shares; 2025Q3: 1,017 shares; 2025Q4: 1,007 shares 1,007 $543K 0.05% -10 Timeline OPP RIVERNORTH DOUBLELINE STRATE More: the full row for RIVERNORTH DOUBLELINE STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,677 shares; 2024Q4: 64,038 shares; 2025Q1: 61,713 shares; 2025Q2: 61,270 shares; 2025Q3: 67,604 shares; 2025Q4: 68,904 shares 68,904 $542K 0.05% +1,300 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: 5,243 shares; 2024Q4: 5,393 shares; 2025Q1: 5,718 shares; 2025Q2: 5,489 shares; 2025Q3: 5,369 shares; 2025Q4: 5,087 shares 5,087 $536K 0.05% -282 Timeline FTSM 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: 19,593 shares; 2024Q4: 19,358 shares; 2025Q1: 18,355 shares; 2025Q2: 17,358 shares; 2025Q3: 10,624 shares; 2025Q4: 8,940 shares 8,940 $536K 0.05% -1,684 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: 2,109 shares; 2024Q4: 2,115 shares; 2025Q1: 1,683 shares; 2025Q2: 1,611 shares; 2025Q3: 1,414 shares; 2025Q4: 1,417 shares 1,417 $536K 0.05% +3 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: 9,921 shares; 2024Q4: 10,053 shares; 2025Q1: 10,225 shares; 2025Q2: 20,641 shares; 2025Q3: 20,485 shares; 2025Q4: 13,157 shares 13,157 $534K 0.05% -7,328 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,910 shares; 2025Q1: 22,864 shares; 2025Q2: 22,493 shares; 2025Q3: 23,556 shares; 2025Q4: 23,332 shares 23,332 $532K 0.05% -224 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: 5,057 shares; 2024Q4: 5,050 shares; 2025Q1: 5,062 shares; 2025Q2: 3,777 shares; 2025Q3: 3,789 shares; 2025Q4: 3,774 shares 3,774 $531K 0.05% -15 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: 934 shares; 2025Q4: 1,618 shares 1,618 $526K 0.05% +684 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: 93,615 shares; 2024Q4: 94,566 shares; 2025Q1: 96,176 shares; 2025Q2: 110,829 shares; 2025Q3: 116,619 shares; 2025Q4: 47,074 shares 47,074 $525K 0.05% -69,545 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: 6,000 shares; 2024Q4: 3,982 shares; 2025Q1: 3,980 shares; 2025Q2: 4,283 shares; 2025Q3: 3,923 shares; 2025Q4: 3,096 shares 3,096 $525K 0.05% -827 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: 7,261 shares; 2024Q4: 7,415 shares; 2025Q1: 7,418 shares; 2025Q2: 7,055 shares; 2025Q3: 6,744 shares; 2025Q4: 6,771 shares 6,771 $522K 0.05% +27 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: 1,102 shares; 2024Q4: 1,173 shares; 2025Q1: 1,497 shares; 2025Q2: 1,453 shares; 2025Q3: 1,368 shares; 2025Q4: 1,417 shares 1,417 $521K 0.05% +49 Timeline IAI 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: 2,290 shares; 2025Q1: 2,626 shares; 2025Q2: 2,494 shares; 2025Q3: 2,550 shares; 2025Q4: 2,782 shares 2,782 $518K 0.05% +232 Timeline TOLZ 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: not reported; 2025Q1: 6,223 shares; 2025Q2: 6,321 shares; 2025Q3: 7,322 shares; 2025Q4: 9,570 shares 9,570 $514K 0.05% +2,248 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,175 shares; 2024Q4: 35,795 shares; 2025Q1: 34,336 shares; 2025Q2: 16,231 shares; 2025Q3: 14,793 shares; 2025Q4: 16,200 shares 16,200 $509K 0.05% +1,407 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: 7,066 shares; 2024Q4: 6,871 shares; 2025Q1: 6,771 shares; 2025Q2: 5,701 shares; 2025Q3: 5,701 shares; 2025Q4: 5,239 shares 5,239 $509K 0.05% -462 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: 12,605 shares; 2024Q4: 7,792 shares; 2025Q1: 8,136 shares; 2025Q2: 7,100 shares; 2025Q3: 6,497 shares; 2025Q4: 6,370 shares 6,370 $508K 0.05% -127 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: 7,903 shares; 2024Q4: 8,292 shares; 2025Q1: 8,307 shares; 2025Q2: 10,561 shares; 2025Q3: 8,312 shares; 2025Q4: 7,159 shares 7,159 $506K 0.05% -1,153 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,348 shares; 2025Q1: 6,820 shares; 2025Q2: 6,078 shares; 2025Q3: 6,057 shares; 2025Q4: 6,017 shares 6,017 $500K 0.05% -40 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: 3,814 shares; 2024Q4: 3,729 shares; 2025Q1: 1,856 shares; 2025Q2: 2,038 shares; 2025Q3: 1,813 shares; 2025Q4: 1,748 shares 1,748 $500K 0.05% -65 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: 10,674 shares; 2024Q4: 10,635 shares; 2025Q1: 10,221 shares; 2025Q2: 5,317 shares; 2025Q3: 4,465 shares; 2025Q4: 4,423 shares 4,423 $499K 0.05% -42 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: 4,794 shares; 2024Q4: 5,029 shares; 2025Q1: 4,781 shares; 2025Q2: 4,741 shares; 2025Q3: 4,473 shares; 2025Q4: 4,531 shares 4,531 $499K 0.05% +58 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: 687 shares; 2024Q4: 751 shares; 2025Q1: 720 shares; 2025Q2: 617 shares; 2025Q3: 746 shares; 2025Q4: 764 shares 764 $498K 0.05% +18 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: 1,871 shares; 2024Q4: 1,975 shares; 2025Q1: 1,947 shares; 2025Q2: 1,987 shares; 2025Q3: 1,901 shares; 2025Q4: 1,935 shares 1,935 $496K 0.05% +34 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,733 shares; 2024Q4: 84,172 shares; 2025Q1: 74,183 shares; 2025Q2: 77,220 shares; 2025Q3: 87,685 shares; 2025Q4: 90,198 shares 90,198 $495K 0.05% +2,513 Timeline IUSV 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: 6,454 shares; 2024Q4: 6,693 shares; 2025Q1: 6,633 shares; 2025Q2: 6,633 shares; 2025Q3: 4,633 shares; 2025Q4: 4,772 shares 4,772 $495K 0.05% +139 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: 1,681 shares; 2024Q4: 1,755 shares; 2025Q1: 1,392 shares; 2025Q2: 1,408 shares; 2025Q3: 1,458 shares; 2025Q4: 1,586 shares 1,586 $491K 0.05% +128 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: 2,336 shares; 2024Q4: 2,096 shares; 2025Q1: 2,474 shares; 2025Q2: 1,268 shares; 2025Q3: 1,393 shares; 2025Q4: 1,338 shares 1,338 $491K 0.05% -55 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,679 shares; 2025Q4: 6,229 shares 6,229 $490K 0.05% +1,550 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: 14,668 shares; 2024Q4: 12,727 shares; 2025Q1: 13,026 shares; 2025Q2: 11,942 shares; 2025Q3: 11,742 shares; 2025Q4: 11,561 shares 11,561 $490K 0.05% -181 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,290 shares; 2025Q1: 6,330 shares; 2025Q2: 6,652 shares; 2025Q3: 6,076 shares; 2025Q4: 6,292 shares 6,292 $486K 0.05% +216 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,162 shares; 2024Q4: 6,620 shares; 2025Q1: 6,613 shares; 2025Q2: 6,558 shares; 2025Q3: 6,396 shares; 2025Q4: 6,250 shares 6,250 $485K 0.05% -146 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,367 shares; 2025Q3: 10,192 shares; 2025Q4: 9,082 shares 9,082 $481K 0.05% -1,110 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS 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: 8,975 shares 8,975 $481K 0.05% new Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,713 shares; 2025Q2: 25,802 shares; 2025Q3: 30,647 shares; 2025Q4: 30,562 shares 30,562 $480K 0.05% -85 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: 10,915 shares; 2024Q4: 12,598 shares; 2025Q1: 12,402 shares; 2025Q2: 13,570 shares; 2025Q3: 13,423 shares; 2025Q4: 9,837 shares 9,837 $477K 0.05% -3,586 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: 14,524 shares; 2024Q4: 28,573 shares; 2025Q1: 22,139 shares; 2025Q2: 21,349 shares; 2025Q3: 19,560 shares; 2025Q4: 19,522 shares 19,522 $476K 0.05% -38 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: 2,074 shares; 2024Q4: 2,093 shares; 2025Q1: 1,876 shares; 2025Q2: 1,829 shares; 2025Q3: 1,813 shares; 2025Q4: 1,674 shares 1,674 $474K 0.05% -139 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,880 shares; 2024Q4: 83,399 shares; 2025Q1: 81,424 shares; 2025Q2: 79,504 shares; 2025Q3: 77,727 shares; 2025Q4: 23,406 shares 23,406 $472K 0.05% -54,321 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: 12,492 shares; 2024Q4: 11,529 shares; 2025Q1: 11,749 shares; 2025Q2: 11,620 shares; 2025Q3: 3,997 shares; 2025Q4: 3,817 shares 3,817 $472K 0.05% -180 Timeline XLY 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: 1,750 shares; 2024Q4: 1,926 shares; 2025Q1: 1,969 shares; 2025Q2: 1,968 shares; 2025Q3: 1,834 shares; 2025Q4: 3,893 shares 3,893 $471K 0.05% +2,059 Timeline IGPT 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: 9,059 shares; 2024Q4: 9,059 shares; 2025Q1: 7,924 shares; 2025Q2: 7,801 shares; 2025Q3: 7,435 shares; 2025Q4: 7,435 shares 7,435 $466K 0.05% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,438 shares; 2024Q4: 17,446 shares; 2025Q1: 16,762 shares; 2025Q2: 24,856 shares; 2025Q3: 24,299 shares; 2025Q4: 23,317 shares 23,317 $459K 0.05% -982 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: 8,237 shares; 2024Q4: 8,132 shares; 2025Q1: 8,068 shares; 2025Q2: 8,558 shares; 2025Q3: 7,857 shares; 2025Q4: 7,874 shares 7,874 $449K 0.05% +17 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,555 shares; 2025Q2: 26,800 shares; 2025Q3: 28,547 shares; 2025Q4: 28,851 shares 28,851 $449K 0.05% +304 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,748 shares; 2025Q2: 7,048 shares; 2025Q3: 7,848 shares; 2025Q4: 8,838 shares 8,838 $447K 0.05% +990 Timeline ANGL 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: 14,080 shares; 2025Q4: 15,151 shares 15,151 $447K 0.05% +1,071 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,771 shares; 2025Q1: 51,156 shares; 2025Q2: 56,991 shares; 2025Q3: 65,074 shares; 2025Q4: 65,460 shares 65,460 $446K 0.05% +386 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: 5,087 shares; 2024Q4: 3,799 shares; 2025Q1: 3,831 shares; 2025Q2: 3,583 shares; 2025Q3: 3,032 shares; 2025Q4: 3,226 shares 3,226 $445K 0.05% +194 Timeline EVYM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,555 shares; 2025Q4: 8,812 shares 8,812 $442K 0.04% +3,257 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: 3,615 shares; 2024Q4: 4,798 shares; 2025Q1: 5,266 shares; 2025Q2: 6,175 shares; 2025Q3: 6,083 shares; 2025Q4: 5,984 shares 5,984 $440K 0.04% -99 Timeline JPIE 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: 4,390 shares; 2024Q4: 5,780 shares; 2025Q1: 6,015 shares; 2025Q2: 6,215 shares; 2025Q3: 8,473 shares; 2025Q4: 9,473 shares 9,473 $440K 0.04% +1,000 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS 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: 8,400 shares; 2025Q3: 8,900 shares; 2025Q4: 8,750 shares 8,750 $437K 0.04% -150 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: 2,840 shares; 2024Q4: 3,315 shares; 2025Q1: 3,114 shares; 2025Q2: 3,084 shares; 2025Q3: 3,038 shares; 2025Q4: 2,688 shares 2,688 $435K 0.04% -350 Timeline NPCT NUVEEN CORE PLUS IMPACT FUND More: the full row for NUVEEN CORE PLUS IMPACT FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,475 shares; 2024Q4: 28,410 shares; 2025Q1: 41,939 shares; 2025Q2: 41,847 shares; 2025Q3: 44,415 shares; 2025Q4: 42,328 shares 42,328 $432K 0.04% -2,087 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,179 shares; 2024Q4: 11,655 shares; 2025Q1: 5,657 shares; 2025Q2: 2,419 shares; 2025Q3: 1,973 shares; 2025Q4: 1,980 shares 1,980 $431K 0.04% +7 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: 6,863 shares; 2024Q4: 6,863 shares; 2025Q1: 6,863 shares; 2025Q2: 6,737 shares; 2025Q3: 5,969 shares; 2025Q4: 5,894 shares 5,894 $430K 0.04% -75 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 1,128 shares; 2025Q1: 1,073 shares; 2025Q2: 1,073 shares; 2025Q3: 1,053 shares; 2025Q4: 1,053 shares 1,053 $427K 0.04% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,310 shares; 2024Q4: 5,541 shares; 2025Q1: 4,996 shares; 2025Q2: 4,664 shares; 2025Q3: 4,474 shares; 2025Q4: 6,101 shares 6,101 $426K 0.04% +1,627 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: 870 shares; 2024Q4: 875 shares; 2025Q1: 895 shares; 2025Q2: 1,001 shares; 2025Q3: 951 shares; 2025Q4: 976 shares 976 $424K 0.04% +25 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: 11,468 shares; 2024Q4: 11,573 shares; 2025Q1: 11,090 shares; 2025Q2: 7,967 shares; 2025Q3: 7,289 shares; 2025Q4: 7,216 shares 7,216 $422K 0.04% -73 Timeline SFST SOUTHERN FIRST BANCSHARES More: the full row for SOUTHERN FIRST BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,260 shares; 2024Q4: 58,806 shares; 2025Q1: 57,671 shares; 2025Q2: 19,071 shares; 2025Q3: 9,334 shares; 2025Q4: 8,038 shares 8,038 $420K 0.04% -1,296 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,118 shares; 2025Q1: 4,843 shares; 2025Q2: 5,050 shares; 2025Q3: 6,120 shares; 2025Q4: 6,997 shares 6,997 $417K 0.04% +877 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW 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: 8,792 shares; 2025Q3: 9,072 shares; 2025Q4: 15,907 shares 15,907 $415K 0.04% +6,835 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,121 shares; 2025Q1: 2,475 shares; 2025Q2: 1,358 shares; 2025Q3: 1,905 shares; 2025Q4: 1,619 shares 1,619 $414K 0.04% -286 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: 1,770 shares; 2024Q4: 1,777 shares; 2025Q1: 1,664 shares; 2025Q2: 1,686 shares; 2025Q3: 1,687 shares; 2025Q4: 1,674 shares 1,674 $413K 0.04% -13 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,213 shares; 2024Q4: 3,233 shares; 2025Q1: 4,428 shares; 2025Q2: 2,583 shares; 2025Q3: 2,335 shares; 2025Q4: 2,335 shares 2,335 $413K 0.04% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,394 shares; 2024Q4: 5,954 shares; 2025Q1: 5,861 shares; 2025Q2: 5,274 shares; 2025Q3: 5,309 shares; 2025Q4: 5,180 shares 5,180 $409K 0.04% -129 Timeline BDYN 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,685 shares 15,685 $408K 0.04% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,751 shares; 2024Q4: 8,860 shares; 2025Q1: 8,532 shares; 2025Q2: 7,715 shares; 2025Q3: 8,030 shares; 2025Q4: 7,362 shares 7,362 $407K 0.04% -668 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,028 shares; 2024Q4: 3,647 shares; 2025Q1: 4,435 shares; 2025Q2: 5,294 shares; 2025Q3: 5,685 shares; 2025Q4: 5,487 shares 5,487 $406K 0.04% -198 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 215 shares; 2025Q3: 192 shares; 2025Q4: 187 shares 187 $405K 0.04% -5 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: 623 shares; 2024Q4: 639 shares; 2025Q1: 639 shares; 2025Q2: 739 shares; 2025Q3: 600 shares; 2025Q4: 706 shares 706 $405K 0.04% +106 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 5,000 shares; 2025Q1: 5,100 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $403K 0.04% 0 Timeline GGLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 3,911 shares 3,911 $400K 0.04% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 2,151 shares; 2025Q1: 2,201 shares; 2025Q2: 2,116 shares; 2025Q3: 2,019 shares; 2025Q4: 1,845 shares 1,845 $399K 0.04% -174 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: 4,206 shares; 2024Q4: 4,448 shares; 2025Q1: 4,475 shares; 2025Q2: 4,388 shares; 2025Q3: 3,346 shares; 2025Q4: 3,402 shares 3,402 $398K 0.04% +56 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,909 shares; 2024Q4: 7,920 shares; 2025Q1: 8,134 shares; 2025Q2: 7,853 shares; 2025Q3: 8,186 shares; 2025Q4: 8,536 shares 8,536 $396K 0.04% +350 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,238 shares; 2024Q4: 3,237 shares; 2025Q1: 3,237 shares; 2025Q2: 3,249 shares; 2025Q3: 3,218 shares; 2025Q4: 3,218 shares 3,218 $395K 0.04% 0 Timeline NLR 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: 3,887 shares; 2025Q1: 4,121 shares; 2025Q2: 2,520 shares; 2025Q3: 2,830 shares; 2025Q4: 2,830 shares 2,830 $395K 0.04% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,778 shares; 2024Q4: 4,778 shares; 2025Q1: 2,512 shares; 2025Q2: 2,674 shares; 2025Q3: 2,234 shares; 2025Q4: 2,189 shares 2,189 $394K 0.04% -45 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: 3,759 shares; 2024Q4: 3,835 shares; 2025Q1: 3,918 shares; 2025Q2: 3,113 shares; 2025Q3: 2,939 shares; 2025Q4: 2,389 shares 2,389 $394K 0.04% -550 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,840 shares; 2025Q1: 26,840 shares; 2025Q2: 20,840 shares; 2025Q3: 9,840 shares; 2025Q4: 12,840 shares 12,840 $392K 0.04% +3,000 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: 6,044 shares; 2024Q4: 6,288 shares; 2025Q1: 6,183 shares; 2025Q2: 6,176 shares; 2025Q3: 5,730 shares; 2025Q4: 5,708 shares 5,708 $391K 0.04% -22 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,428 shares; 2024Q4: 3,445 shares; 2025Q1: 3,204 shares; 2025Q2: 3,512 shares; 2025Q3: 3,505 shares; 2025Q4: 3,838 shares 3,838 $391K 0.04% +333 Timeline XGLQX CLOUGH GLOBAL EQUITY FD More: the full row for CLOUGH GLOBAL EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,680 shares; 2024Q4: 63,082 shares; 2025Q1: 40,945 shares; 2025Q2: 41,251 shares; 2025Q3: 47,936 shares; 2025Q4: 49,238 shares 49,238 $388K 0.04% +1,302 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,895 shares; 2024Q4: 37,169 shares; 2025Q1: 37,290 shares; 2025Q2: 13,819 shares; 2025Q3: 11,177 shares; 2025Q4: 11,201 shares 11,201 $386K 0.04% +24 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN 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: 16,250 shares; 2025Q2: 30,940 shares; 2025Q3: 28,400 shares; 2025Q4: 28,400 shares 28,400 $385K 0.04% 0 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: 10,433 shares; 2024Q4: 10,130 shares; 2025Q1: 10,252 shares; 2025Q2: 10,699 shares; 2025Q3: 12,410 shares; 2025Q4: 9,680 shares 9,680 $384K 0.04% -2,730 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,546 shares; 2025Q2: not reported; 2025Q3: 5,917 shares; 2025Q4: 7,746 shares 7,746 $383K 0.04% +1,829 Timeline KJUN 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,575 shares; 2025Q3: 13,575 shares; 2025Q4: 13,575 shares 13,575 $383K 0.04% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,439 shares; 2024Q4: 2,297 shares; 2025Q1: 2,472 shares; 2025Q2: 2,519 shares; 2025Q3: 2,539 shares; 2025Q4: 2,362 shares 2,362 $382K 0.04% -177 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: 1,239 shares; 2024Q4: 1,394 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,126 shares; 2025Q4: 1,088 shares 1,088 $381K 0.04% -38 Timeline IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM HOLDINGS 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: 2,030 shares; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 2,030 shares 2,030 $380K 0.04% 0 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: 3,980 shares; 2024Q4: 3,977 shares; 2025Q1: 3,885 shares; 2025Q2: 4,351 shares; 2025Q3: 4,372 shares; 2025Q4: 4,388 shares 4,388 $379K 0.04% +16 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,339 shares; 2024Q4: 5,989 shares; 2025Q1: not reported; 2025Q2: 4,169 shares; 2025Q3: 4,224 shares; 2025Q4: 4,161 shares 4,161 $376K 0.04% -63 Timeline VGI VIRTUS GLOBAL MULTI-SECTOR I More: the full row for VIRTUS GLOBAL MULTI-SECTOR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,397 shares; 2024Q4: 48,216 shares; 2025Q1: 46,641 shares; 2025Q2: 46,364 shares; 2025Q3: 48,704 shares; 2025Q4: 47,575 shares 47,575 $375K 0.04% -1,129 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,628 shares; 2024Q4: 11,137 shares; 2025Q1: 10,633 shares; 2025Q2: 10,562 shares; 2025Q3: 10,172 shares; 2025Q4: 9,952 shares 9,952 $373K 0.04% -220 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,254 shares; 2024Q4: 17,284 shares; 2025Q1: 17,209 shares; 2025Q2: 16,234 shares; 2025Q3: 14,429 shares; 2025Q4: 13,524 shares 13,524 $372K 0.04% -905 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,450 shares; 2024Q4: 12,197 shares; 2025Q1: 12,033 shares; 2025Q2: 12,025 shares; 2025Q3: 11,894 shares; 2025Q4: 11,832 shares 11,832 $371K 0.04% -62 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: 1,187 shares; 2024Q4: 1,210 shares; 2025Q1: 1,156 shares; 2025Q2: 1,160 shares; 2025Q3: 1,082 shares; 2025Q4: 1,116 shares 1,116 $370K 0.04% +34 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,973 shares; 2024Q4: 3,984 shares; 2025Q1: 3,899 shares; 2025Q2: 3,893 shares; 2025Q3: 4,567 shares; 2025Q4: 3,781 shares 3,781 $369K 0.04% -786 Timeline CLBK COLUMBIA FINL INC More: the full row for COLUMBIA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,675 shares; 2024Q4: 20,675 shares; 2025Q1: 20,675 shares; 2025Q2: 24,100 shares; 2025Q3: 24,100 shares; 2025Q4: 24,100 shares 24,100 $367K 0.04% 0 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: 6,760 shares; 2024Q4: 6,689 shares; 2025Q1: 6,586 shares; 2025Q2: 4,381 shares; 2025Q3: 3,678 shares; 2025Q4: 3,678 shares 3,678 $365K 0.04% 0 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: 1,106 shares; 2024Q4: 1,115 shares; 2025Q1: 1,159 shares; 2025Q2: 793 shares; 2025Q3: 643 shares; 2025Q4: 633 shares 633 $365K 0.04% -10 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 3,653 shares; 2025Q1: 3,653 shares; 2025Q2: 3,653 shares; 2025Q3: 3,653 shares; 2025Q4: 3,653 shares 3,653 $365K 0.04% 0 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,684 shares; 2025Q3: 16,926 shares; 2025Q4: 19,376 shares 19,376 $362K 0.04% +2,450 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 2,776 shares; 2025Q1: 2,726 shares; 2025Q2: 2,726 shares; 2025Q3: 2,616 shares; 2025Q4: 2,011 shares 2,011 $362K 0.04% -605 Timeline VYMI 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: 15,395 shares; 2024Q4: 15,166 shares; 2025Q1: 14,085 shares; 2025Q2: 2,709 shares; 2025Q3: 4,143 shares; 2025Q4: 3,972 shares 3,972 $360K 0.04% -171 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 1,206 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares; 2025Q4: 1,677 shares 1,677 $359K 0.04% +541 Timeline VNQI 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: 14,030 shares; 2024Q4: 14,286 shares; 2025Q1: 16,250 shares; 2025Q2: 16,261 shares; 2025Q3: 11,661 shares; 2025Q4: 7,661 shares 7,661 $359K 0.04% -4,000 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,013 shares; 2025Q1: 10,071 shares; 2025Q2: 10,053 shares; 2025Q3: 9,821 shares; 2025Q4: 9,239 shares 9,239 $359K 0.04% -582 Timeline AMZY TIDAL TRUST II More: the full row for TIDAL TRUST II 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: 26,325 shares 26,325 $358K 0.04% new Timeline BFRZ 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,250 shares 13,250 $357K 0.04% new Timeline DMO WESTERN ASSET MTG DEFINED OP More: the full row for WESTERN ASSET MTG DEFINED OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,164 shares; 2024Q4: 33,023 shares; 2025Q1: 35,053 shares; 2025Q2: 33,796 shares; 2025Q3: 33,900 shares; 2025Q4: 32,372 shares 32,372 $356K 0.04% -1,528 Timeline RMBI RICHMOND MUT BANCORPORATION More: the full row for RICHMOND MUT BANCORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,853 shares; 2024Q4: 25,853 shares; 2025Q1: 25,853 shares; 2025Q2: 25,853 shares; 2025Q3: 25,853 shares; 2025Q4: 25,853 shares 25,853 $356K 0.04% 0 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING 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: 25,692 shares; 2025Q2: 25,900 shares; 2025Q3: 26,156 shares; 2025Q4: 30,528 shares 30,528 $356K 0.04% +4,372 Timeline SGOV 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: 2,992 shares; 2024Q4: 3,019 shares; 2025Q1: 3,029 shares; 2025Q2: 3,705 shares; 2025Q3: 2,853 shares; 2025Q4: 3,539 shares 3,539 $355K 0.04% +686 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: 946 shares; 2024Q4: 1,301 shares; 2025Q1: 1,371 shares; 2025Q2: 1,527 shares; 2025Q3: 898 shares; 2025Q4: 868 shares 868 $355K 0.04% -30 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,472 shares; 2024Q4: 3,832 shares; 2025Q1: 4,547 shares; 2025Q2: 4,547 shares; 2025Q3: 4,547 shares; 2025Q4: 4,547 shares 4,547 $355K 0.04% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,229 shares; 2024Q4: 11,578 shares; 2025Q1: 11,592 shares; 2025Q2: 10,810 shares; 2025Q3: 10,787 shares; 2025Q4: 10,823 shares 10,823 $353K 0.04% +36 Timeline PAVE 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: not reported; 2025Q1: not reported; 2025Q2: 5,448 shares; 2025Q3: 8,701 shares; 2025Q4: 7,135 shares 7,135 $349K 0.04% -1,566 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: 4,352 shares; 2024Q4: 4,372 shares; 2025Q1: 4,320 shares; 2025Q2: 4,406 shares; 2025Q3: 3,708 shares; 2025Q4: 3,700 shares 3,700 $348K 0.04% -8 Timeline SHLD 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: not reported; 2025Q1: not reported; 2025Q2: 4,363 shares; 2025Q3: 4,609 shares; 2025Q4: 4,875 shares 4,875 $346K 0.04% +266 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: 3,518 shares; 2024Q4: 3,398 shares; 2025Q1: 3,344 shares; 2025Q2: 3,333 shares; 2025Q3: 3,334 shares; 2025Q4: 3,325 shares 3,325 $345K 0.03% -9 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,255 shares; 2025Q2: 25,008 shares; 2025Q3: 26,149 shares; 2025Q4: 25,322 shares 25,322 $345K 0.03% -827 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,708 shares; 2024Q4: 6,712 shares; 2025Q1: 4,152 shares; 2025Q2: 4,156 shares; 2025Q3: 4,143 shares; 2025Q4: 4,319 shares 4,319 $345K 0.03% +176 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: 2,765 shares; 2024Q4: 3,540 shares; 2025Q1: 3,509 shares; 2025Q2: 3,359 shares; 2025Q3: 2,546 shares; 2025Q4: 2,535 shares 2,535 $345K 0.03% -11 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: 5,509 shares; 2024Q4: 5,511 shares; 2025Q1: 5,070 shares; 2025Q2: 3,782 shares; 2025Q3: 3,685 shares; 2025Q4: 3,686 shares 3,686 $344K 0.03% +1 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,203 shares 5,203 $341K 0.03% new Timeline AMZU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 8,737 shares 8,737 $333K 0.03% new Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,444 shares; 2025Q1: not reported; 2025Q2: 4,071 shares; 2025Q3: 3,974 shares; 2025Q4: 3,756 shares 3,756 $333K 0.03% -218 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,078 shares 1,078 $332K 0.03% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 2,949 shares; 2025Q1: 2,882 shares; 2025Q2: 2,435 shares; 2025Q3: 2,184 shares; 2025Q4: 2,005 shares 2,005 $332K 0.03% -179 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: 2,355 shares; 2024Q4: 2,355 shares; 2025Q1: 2,355 shares; 2025Q2: 2,355 shares; 2025Q3: 2,356 shares; 2025Q4: 2,356 shares 2,356 $332K 0.03% 0 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: 1,270 shares; 2024Q4: 1,339 shares; 2025Q1: 1,379 shares; 2025Q2: 1,375 shares; 2025Q3: 1,283 shares; 2025Q4: 1,241 shares 1,241 $331K 0.03% -42 Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,812 shares; 2024Q4: 16,812 shares; 2025Q1: 16,412 shares; 2025Q2: 18,412 shares; 2025Q3: 18,512 shares; 2025Q4: 18,112 shares 18,112 $328K 0.03% -400 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: 6,556 shares; 2024Q4: 6,574 shares; 2025Q1: 5,240 shares; 2025Q2: 4,343 shares; 2025Q3: 4,239 shares; 2025Q4: 4,003 shares 4,003 $328K 0.03% -236 Timeline GLO CLOUGH GLOBAL OPPORTUNITIES More: the full row for CLOUGH GLOBAL OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,974 shares; 2024Q4: 60,128 shares; 2025Q1: 40,595 shares; 2025Q2: 42,702 shares; 2025Q3: 53,552 shares; 2025Q4: 56,526 shares 56,526 $327K 0.03% +2,974 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,502 shares; 2024Q4: 54,265 shares; 2025Q1: 45,820 shares; 2025Q2: 43,607 shares; 2025Q3: 45,759 shares; 2025Q4: 46,548 shares 46,548 $327K 0.03% +789 Timeline UFOX 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: 7,068 shares; 2024Q4: 7,073 shares; 2025Q1: 7,077 shares; 2025Q2: 6,582 shares; 2025Q3: 6,587 shares; 2025Q4: 5,019 shares 5,019 $327K 0.03% -1,568 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: 1,619 shares; 2024Q4: 2,499 shares; 2025Q1: 2,693 shares; 2025Q2: 2,125 shares; 2025Q3: 1,114 shares; 2025Q4: 1,148 shares 1,148 $315K 0.03% +34 Timeline NHS NEUBERGER HIGH YIELD ST FD I More: the full row for NEUBERGER HIGH YIELD ST FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,034 shares; 2024Q4: 44,281 shares; 2025Q1: 35,932 shares; 2025Q2: 37,150 shares; 2025Q3: 42,369 shares; 2025Q4: 42,309 shares 42,309 $314K 0.03% -60 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: 2,182 shares; 2024Q4: 2,181 shares; 2025Q1: 2,398 shares; 2025Q2: 2,309 shares; 2025Q3: 2,399 shares; 2025Q4: 2,400 shares 2,400 $314K 0.03% +1 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 reported; 2024Q4: 1,840 shares; 2025Q1: 2,103 shares; 2025Q2: 2,406 shares; 2025Q3: 2,393 shares; 2025Q4: 3,052 shares 3,052 $313K 0.03% +659 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: 1,580 shares; 2024Q4: 1,645 shares; 2025Q1: 1,688 shares; 2025Q2: 1,619 shares; 2025Q3: 1,511 shares; 2025Q4: 1,510 shares 1,510 $313K 0.03% -1 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: 2,189 shares; 2024Q4: 2,306 shares; 2025Q1: 2,610 shares; 2025Q2: 2,286 shares; 2025Q3: 1,382 shares; 2025Q4: 1,393 shares 1,393 $313K 0.03% +11 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 3,826 shares; 2025Q1: 4,248 shares; 2025Q2: 3,796 shares; 2025Q3: 3,736 shares; 2025Q4: 3,702 shares 3,702 $311K 0.03% -34 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,727 shares; 2025Q1: 2,132 shares; 2025Q2: 2,123 shares; 2025Q3: 2,147 shares; 2025Q4: 1,744 shares 1,744 $311K 0.03% -403 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,249 shares; 2024Q4: 11,249 shares; 2025Q1: 5,475 shares; 2025Q2: 5,475 shares; 2025Q3: 4,372 shares; 2025Q4: 4,372 shares 4,372 $310K 0.03% 0 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 reported; 2024Q4: 2,459 shares; 2025Q1: 2,109 shares; 2025Q2: 2,059 shares; 2025Q3: 2,055 shares; 2025Q4: 2,055 shares 2,055 $310K 0.03% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,211 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,981 shares; 2025Q4: 1,867 shares 1,867 $309K 0.03% -1,114 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 574 shares; 2025Q1: 444 shares; 2025Q2: 441 shares; 2025Q3: 407 shares; 2025Q4: 397 shares 397 $308K 0.03% -10 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,524 shares; 2025Q3: 1,294 shares; 2025Q4: 1,217 shares 1,217 $308K 0.03% -77 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: 1,891 shares; 2024Q4: 1,965 shares; 2025Q1: 1,737 shares; 2025Q2: 1,713 shares; 2025Q3: 1,610 shares; 2025Q4: 1,673 shares 1,673 $306K 0.03% +63 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: 19,969 shares; 2024Q4: 19,535 shares; 2025Q1: 17,521 shares; 2025Q2: 11,904 shares; 2025Q3: 7,801 shares; 2025Q4: 7,860 shares 7,860 $306K 0.03% +59 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: 3,327 shares; 2025Q4: 3,327 shares 3,327 $304K 0.03% 0 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: 12,137 shares; 2024Q4: 11,147 shares; 2025Q1: 9,003 shares; 2025Q2: 7,703 shares; 2025Q3: 6,903 shares; 2025Q4: 5,911 shares 5,911 $304K 0.03% -992 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET 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: 1,372 shares 1,372 $300K 0.03% new Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares 2,600 $299K 0.03% 0 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: 4,930 shares; 2024Q4: 5,046 shares; 2025Q1: 5,848 shares; 2025Q2: 5,313 shares; 2025Q3: 4,976 shares; 2025Q4: 5,207 shares 5,207 $299K 0.03% +231 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 449 shares; 2025Q4: 525 shares 525 $296K 0.03% +76 Timeline METL SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,737 shares 10,737 $295K 0.03% new Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,761 shares 8,761 $295K 0.03% new 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: 4,427 shares; 2024Q4: 4,447 shares; 2025Q1: 4,696 shares; 2025Q2: 4,547 shares; 2025Q3: 4,529 shares; 2025Q4: 4,202 shares 4,202 $295K 0.03% -327 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: 1,134 shares; 2024Q4: 1,276 shares; 2025Q1: 1,508 shares; 2025Q2: 1,542 shares; 2025Q3: 1,357 shares; 2025Q4: 1,130 shares 1,130 $293K 0.03% -227 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,850 shares; 2025Q4: 5,850 shares 5,850 $292K 0.03% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,301 shares; 2024Q4: 19,424 shares; 2025Q1: 21,242 shares; 2025Q2: 24,258 shares; 2025Q3: 22,647 shares; 2025Q4: 20,176 shares 20,176 $292K 0.03% -2,471 Timeline ADPV SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 6,503 shares 6,503 $291K 0.03% new 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: 3,751 shares; 2024Q4: not reported; 2025Q1: 5,582 shares; 2025Q2: 5,448 shares; 2025Q3: 2,938 shares; 2025Q4: 2,693 shares 2,693 $291K 0.03% -245 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: 1,521 shares; 2024Q4: 1,896 shares; 2025Q1: 1,868 shares; 2025Q2: 1,538 shares; 2025Q3: 1,215 shares; 2025Q4: 1,212 shares 1,212 $290K 0.03% -3 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,849 shares; 2024Q4: 2,692 shares; 2025Q1: 2,693 shares; 2025Q2: 2,190 shares; 2025Q3: 2,192 shares; 2025Q4: 2,269 shares 2,269 $289K 0.03% +77 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: 1,520 shares; 2024Q4: 1,635 shares; 2025Q1: 1,646 shares; 2025Q2: 1,638 shares; 2025Q3: 1,586 shares; 2025Q4: 1,421 shares 1,421 $288K 0.03% -165 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: 62,587 shares; 2024Q4: 44,581 shares; 2025Q1: 56,964 shares; 2025Q2: 59,417 shares; 2025Q3: 19,413 shares; 2025Q4: 20,682 shares 20,682 $284K 0.03% +1,269 Timeline BBIN 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: 3,820 shares; 2025Q4: 3,832 shares 3,832 $283K 0.03% +12 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,146 shares; 2024Q4: 21,858 shares; 2025Q1: 5,799 shares; 2025Q2: 5,581 shares; 2025Q3: 1,821 shares; 2025Q4: 1,646 shares 1,646 $282K 0.03% -175 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,605 shares; 2024Q4: 2,605 shares; 2025Q1: 2,671 shares; 2025Q2: 2,663 shares; 2025Q3: 2,661 shares; 2025Q4: 2,657 shares 2,657 $282K 0.03% -4 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,412 shares; 2025Q2: 1,408 shares; 2025Q3: 1,343 shares; 2025Q4: 1,537 shares 1,537 $280K 0.03% +194 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: 5,228 shares; 2024Q4: 4,332 shares; 2025Q1: 4,820 shares; 2025Q2: 1,866 shares; 2025Q3: 1,868 shares; 2025Q4: 1,677 shares 1,677 $280K 0.03% -191 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,740 shares; 2025Q1: 4,840 shares; 2025Q2: 4,690 shares; 2025Q3: 4,050 shares; 2025Q4: 4,063 shares 4,063 $279K 0.03% +13 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: 2,790 shares; 2024Q4: 2,555 shares; 2025Q1: 2,420 shares; 2025Q2: 2,327 shares; 2025Q3: 2,187 shares; 2025Q4: 2,186 shares 2,186 $277K 0.03% -1 Timeline SNY SANOFI SA More: the full row for SANOFI SA 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: 9,372 shares; 2025Q3: 6,322 shares; 2025Q4: 5,722 shares 5,722 $277K 0.03% -600 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 3,060 shares 3,060 $276K 0.03% new Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,765 shares; 2025Q1: 1,388 shares; 2025Q2: 1,423 shares; 2025Q3: 1,374 shares; 2025Q4: 1,314 shares 1,314 $276K 0.03% -60 Timeline PWV 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: 4,366 shares; 2024Q4: 4,360 shares; 2025Q1: 4,364 shares; 2025Q2: 4,168 shares; 2025Q3: 4,171 shares; 2025Q4: 4,094 shares 4,094 $275K 0.03% -77 Timeline PCY 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: 60,336 shares; 2024Q4: 52,466 shares; 2025Q1: 52,662 shares; 2025Q2: 186,670 shares; 2025Q3: 12,943 shares; 2025Q4: 12,713 shares 12,713 $275K 0.03% -230 Timeline ARMP ARMATA PHARMACEUTICALS INC More: the full row for ARMATA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,954 shares; 2024Q4: 34,954 shares; 2025Q1: 34,954 shares; 2025Q2: 34,954 shares; 2025Q3: 34,954 shares; 2025Q4: 40,988 shares 40,988 $274K 0.03% +6,034 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,770 shares; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares 12,600 $273K 0.03% 0 Timeline FTNY PUTNAM ETF TRUST More: the full row for PUTNAM 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: 34,493 shares 34,493 $272K 0.03% new 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: 5,160 shares; 2024Q4: 4,684 shares; 2025Q1: 4,054 shares; 2025Q2: 3,334 shares; 2025Q3: 2,621 shares; 2025Q4: 2,625 shares 2,625 $272K 0.03% +4 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: 11,121 shares; 2024Q4: 11,131 shares; 2025Q1: 12,623 shares; 2025Q2: 12,623 shares; 2025Q3: 11,484 shares; 2025Q4: 11,698 shares 11,698 $270K 0.03% +214 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,968 shares; 2024Q4: 3,912 shares; 2025Q1: 3,974 shares; 2025Q2: 3,649 shares; 2025Q3: 1,948 shares; 2025Q4: 2,137 shares 2,137 $269K 0.03% +189 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 3,621 shares; 2025Q1: 3,634 shares; 2025Q2: 3,647 shares; 2025Q3: 3,711 shares; 2025Q4: 3,723 shares 3,723 $268K 0.03% +12 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: 4,865 shares; 2024Q4: 4,957 shares; 2025Q1: 4,911 shares; 2025Q2: 4,897 shares; 2025Q3: 4,400 shares; 2025Q4: 3,702 shares 3,702 $267K 0.03% -698 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: 7,441 shares; 2024Q4: 7,272 shares; 2025Q1: 7,272 shares; 2025Q2: 7,272 shares; 2025Q3: 7,869 shares; 2025Q4: 6,248 shares 6,248 $267K 0.03% -1,621 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: 11,007 shares; 2024Q4: 10,727 shares; 2025Q1: 10,768 shares; 2025Q2: 10,633 shares; 2025Q3: 9,389 shares; 2025Q4: 8,760 shares 8,760 $266K 0.03% -629 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,521 shares; 2025Q3: 6,830 shares; 2025Q4: 5,621 shares 5,621 $266K 0.03% -1,209 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,653 shares 2,653 $266K 0.03% new Timeline