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: 159,541 shares; 2024Q4: 155,161 shares; 2025Q1: 131,862 shares; 2025Q2: 80,202 shares; 2025Q3: 85,541 shares; 2025Q4: 90,055 shares 90,055 $61.7M 7.84% +4,514 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745,313 shares; 2024Q4: 738,255 shares; 2025Q1: 851,042 shares; 2025Q2: 836,415 shares; 2025Q3: 935,507 shares; 2025Q4: 897,983 shares 897,983 $54.6M 6.94% -37,524 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700,164 shares; 2024Q4: 1,558,165 shares; 2025Q1: 1,460,410 shares; 2025Q2: 1,302,816 shares; 2025Q3: 1,097,828 shares; 2025Q4: 1,013,565 shares 1,013,565 $47.2M 6% -84,263 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: 74,920 shares; 2024Q4: 76,730 shares; 2025Q1: 124,077 shares; 2025Q2: 134,571 shares; 2025Q3: 142,883 shares; 2025Q4: 204,994 shares 204,994 $43.5M 5.53% +62,111 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: 283,557 shares; 2024Q4: 267,686 shares; 2025Q1: 326,401 shares; 2025Q2: 321,976 shares; 2025Q3: 327,477 shares; 2025Q4: 352,604 shares 352,604 $43.5M 5.52% +25,127 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: 299,169 shares; 2024Q4: 300,912 shares; 2025Q1: 303,689 shares; 2025Q2: 302,641 shares; 2025Q3: 263,271 shares; 2025Q4: 195,868 shares 195,868 $38.9M 4.94% -67,403 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,951 shares; 2025Q2: 50,613 shares; 2025Q3: 89,225 shares; 2025Q4: 94,863 shares 94,863 $32.5M 4.14% +5,638 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413,967 shares; 2024Q4: 443,323 shares; 2025Q1: 335,417 shares; 2025Q2: 531,316 shares; 2025Q3: 474,113 shares; 2025Q4: 417,539 shares 417,539 $29.8M 3.79% -56,574 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: 100,943 shares; 2024Q4: 93,198 shares; 2025Q1: 157,559 shares; 2025Q2: 327,098 shares; 2025Q3: 359,401 shares; 2025Q4: 440,559 shares 440,559 $29.6M 3.76% +81,158 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: 89,973 shares; 2024Q4: 83,819 shares; 2025Q1: 56,542 shares; 2025Q2: 107,359 shares; 2025Q3: 180,523 shares; 2025Q4: 234,820 shares 234,820 $20.5M 2.6% +54,297 Timeline THRO 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: 67,820 shares; 2025Q2: 447,484 shares; 2025Q3: 458,632 shares; 2025Q4: 497,632 shares 497,632 $19.2M 2.44% +39,000 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225,104 shares; 2025Q3: 533,642 shares; 2025Q4: 570,464 shares 570,464 $19M 2.41% +36,822 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,593 shares; 2024Q4: 195,431 shares; 2025Q1: 172,137 shares; 2025Q2: 179,099 shares; 2025Q3: 186,638 shares; 2025Q4: 196,557 shares 196,557 $18.7M 2.38% +9,919 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,832 shares; 2024Q4: 237,232 shares; 2025Q1: 273,706 shares; 2025Q2: 294,117 shares; 2025Q3: 323,381 shares; 2025Q4: 339,394 shares 339,394 $17.9M 2.28% +16,013 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: 33,180 shares; 2024Q4: 35,559 shares; 2025Q1: 30,084 shares; 2025Q2: 27,149 shares; 2025Q3: 29,802 shares; 2025Q4: 24,091 shares 24,091 $16.4M 2.09% -5,711 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: 174,396 shares; 2024Q4: 168,609 shares; 2025Q1: 124,600 shares; 2025Q2: 111,297 shares; 2025Q3: 114,393 shares; 2025Q4: 107,586 shares 107,586 $16M 2.04% -6,807 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,426 shares; 2025Q1: 37,303 shares; 2025Q2: 38,399 shares; 2025Q3: 39,125 shares; 2025Q4: 62,466 shares 62,466 $15.6M 1.99% +23,341 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,529 shares; 2025Q2: 139,722 shares; 2025Q3: 158,977 shares; 2025Q4: 146,581 shares 146,581 $14.9M 1.89% -12,396 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,042 shares; 2025Q1: 138,373 shares; 2025Q2: 118,490 shares; 2025Q3: 177,535 shares; 2025Q4: 177,045 shares 177,045 $14.4M 1.83% -490 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 196,214 shares; 2025Q3: 235,592 shares; 2025Q4: 219,022 shares 219,022 $11M 1.39% -16,570 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,589 shares; 2024Q4: 279,259 shares; 2025Q1: 240,692 shares; 2025Q2: 312,358 shares; 2025Q3: 282,697 shares; 2025Q4: 229,396 shares 229,396 $9.23M 1.17% -53,301 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: 128,555 shares; 2024Q4: 369,776 shares; 2025Q1: 365,157 shares; 2025Q2: 323,899 shares; 2025Q3: 314,212 shares; 2025Q4: 298,274 shares 298,274 $7.82M 0.99% -15,938 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,272 shares; 2024Q4: 66,877 shares; 2025Q1: 77,612 shares; 2025Q2: 84,663 shares; 2025Q3: 79,920 shares; 2025Q4: 122,182 shares 122,182 $6.94M 0.88% +42,262 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,818 shares; 2024Q4: 32,198 shares; 2025Q1: 49,331 shares; 2025Q2: 56,067 shares; 2025Q3: 64,339 shares; 2025Q4: 70,833 shares 70,833 $6.82M 0.87% +6,494 Timeline QUS 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: 39,016 shares; 2024Q4: 44,539 shares; 2025Q1: 46,708 shares; 2025Q2: 55,409 shares; 2025Q3: 49,890 shares; 2025Q4: 38,516 shares 38,516 $6.71M 0.85% -11,374 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,778 shares; 2024Q4: 158,314 shares; 2025Q1: 161,014 shares; 2025Q2: 166,085 shares; 2025Q3: 134,452 shares; 2025Q4: 97,171 shares 97,171 $6.05M 0.77% -37,281 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: 88,186 shares; 2024Q4: 90,651 shares; 2025Q1: 88,632 shares; 2025Q2: 92,574 shares; 2025Q3: 90,137 shares; 2025Q4: 93,360 shares 93,360 $6.05M 0.77% +3,223 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,858 shares; 2025Q4: 28,049 shares 28,049 $6.02M 0.77% +4,191 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,743 shares; 2024Q4: 109,145 shares; 2025Q1: 128,875 shares; 2025Q2: 61,270 shares; 2025Q3: 120,973 shares; 2025Q4: 101,181 shares 101,181 $4.74M 0.6% -19,792 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,011 shares; 2024Q4: 63,844 shares; 2025Q1: 60,993 shares; 2025Q2: 62,220 shares; 2025Q3: 62,562 shares; 2025Q4: 63,158 shares 63,158 $4.68M 0.59% +596 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: 24,803 shares; 2024Q4: 25,773 shares; 2025Q1: 22,151 shares; 2025Q2: 11,348 shares; 2025Q3: 7,609 shares; 2025Q4: 7,150 shares 7,150 $4.48M 0.57% -459 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,597 shares; 2024Q4: 17,227 shares; 2025Q1: 11,213 shares; 2025Q2: 10,722 shares; 2025Q3: 10,724 shares; 2025Q4: 10,667 shares 10,667 $4.4M 0.56% -57 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,319 shares; 2024Q4: 225,766 shares; 2025Q1: 146,081 shares; 2025Q2: 146,947 shares; 2025Q3: 42,168 shares; 2025Q4: 37,723 shares 37,723 $4.3M 0.55% -4,445 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,287 shares; 2024Q4: 130,401 shares; 2025Q1: 128,956 shares; 2025Q2: 158,858 shares; 2025Q3: 174,889 shares; 2025Q4: 177,662 shares 177,662 $4.15M 0.53% +2,773 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: 58,444 shares; 2024Q4: 170,535 shares; 2025Q1: 160,321 shares; 2025Q2: 152,450 shares; 2025Q3: 150,126 shares; 2025Q4: 142,482 shares 142,482 $3.83M 0.49% -7,644 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,675 shares; 2025Q4: 49,767 shares 49,767 $3.83M 0.49% +22,092 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,632 shares; 2024Q4: 93,278 shares; 2025Q1: 286,543 shares; 2025Q2: 75,520 shares; 2025Q3: 210,396 shares; 2025Q4: 130,338 shares 130,338 $3.71M 0.47% -80,058 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,041 shares; 2024Q4: 184,157 shares; 2025Q1: 181,479 shares; 2025Q2: 126,960 shares; 2025Q3: 88,891 shares; 2025Q4: 75,640 shares 75,640 $3.54M 0.45% -13,251 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: 9,109 shares; 2024Q4: 9,109 shares; 2025Q1: 7,896 shares; 2025Q2: 7,674 shares; 2025Q3: 7,677 shares; 2025Q4: 7,378 shares 7,378 $3.49M 0.44% -299 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,104 shares; 2024Q4: 48,108 shares; 2025Q1: 65,834 shares; 2025Q2: 73,151 shares; 2025Q3: 72,513 shares; 2025Q4: 70,239 shares 70,239 $3.36M 0.43% -2,274 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: 168,817 shares; 2024Q4: 164,897 shares; 2025Q1: 115,846 shares; 2025Q2: 119,767 shares; 2025Q3: 119,940 shares; 2025Q4: 143,014 shares 143,014 $3.29M 0.42% +23,074 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,240 shares; 2024Q4: 25,319 shares; 2025Q1: 25,003 shares; 2025Q2: 24,555 shares; 2025Q3: 24,602 shares; 2025Q4: 24,816 shares 24,816 $3.2M 0.41% +214 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: 17,928 shares; 2024Q4: 22,819 shares; 2025Q1: 19,818 shares; 2025Q2: 21,926 shares; 2025Q3: 22,829 shares; 2025Q4: 28,588 shares 28,588 $3.06M 0.39% +5,759 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,094 shares; 2024Q4: 154,334 shares; 2025Q1: 154,334 shares; 2025Q2: 146,498 shares; 2025Q3: 146,498 shares; 2025Q4: 73,263 shares 73,263 $2.8M 0.36% -73,235 Timeline SYSB 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: 31,074 shares 31,074 $2.79M 0.35% new Timeline SPMD 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: 56,074 shares; 2024Q4: 61,656 shares; 2025Q1: 62,658 shares; 2025Q2: 71,315 shares; 2025Q3: 60,239 shares; 2025Q4: 46,948 shares 46,948 $2.72M 0.35% -13,291 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,840 shares; 2024Q4: 26,405 shares; 2025Q1: 114,787 shares; 2025Q2: 131,162 shares; 2025Q3: 19,271 shares; 2025Q4: 60,748 shares 60,748 $2.7M 0.34% +41,477 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,775 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,841 shares; 2025Q4: 31,859 shares 31,859 $2.7M 0.34% +28,018 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,421 shares; 2025Q3: 11,008 shares; 2025Q4: 22,240 shares 22,240 $2.65M 0.34% +11,232 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: 6,504 shares; 2024Q4: 6,767 shares; 2025Q1: 6,504 shares; 2025Q2: 6,354 shares; 2025Q3: 6,316 shares; 2025Q4: 5,053 shares 5,053 $2.44M 0.31% -1,263 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,630 shares; 2024Q4: 32,900 shares; 2025Q1: 32,132 shares; 2025Q2: 22,401 shares; 2025Q3: 21,330 shares; 2025Q4: 17,098 shares 17,098 $2.42M 0.31% -4,232 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: 8,937 shares; 2024Q4: 11,767 shares; 2025Q1: 14,449 shares; 2025Q2: 14,098 shares; 2025Q3: 8,532 shares; 2025Q4: 5,925 shares 5,925 $2.35M 0.3% -2,607 Timeline IXN 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: 30,011 shares; 2024Q4: 27,391 shares; 2025Q1: 27,186 shares; 2025Q2: 22,580 shares; 2025Q3: 22,580 shares; 2025Q4: 22,215 shares 22,215 $2.33M 0.3% -365 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,493 shares; 2024Q4: 67,392 shares; 2025Q1: 68,236 shares; 2025Q2: 48,801 shares; 2025Q3: 38,081 shares; 2025Q4: 38,924 shares 38,924 $2.24M 0.28% +843 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: 5,203 shares; 2024Q4: 5,931 shares; 2025Q1: 6,094 shares; 2025Q2: 6,094 shares; 2025Q3: 6,094 shares; 2025Q4: 6,682 shares 6,682 $2.24M 0.28% +588 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: 16,338 shares; 2024Q4: 14,324 shares; 2025Q1: 13,576 shares; 2025Q2: 12,056 shares; 2025Q3: 8,702 shares; 2025Q4: 15,262 shares 15,262 $2.2M 0.28% +6,560 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,492 shares; 2025Q3: 30,874 shares; 2025Q4: 29,133 shares 29,133 $2.18M 0.28% -1,741 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,914 shares; 2024Q4: 8,914 shares; 2025Q1: 8,914 shares; 2025Q2: 8,914 shares; 2025Q3: 8,914 shares; 2025Q4: 8,914 shares 8,914 $2.14M 0.27% 0 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 131,900 shares; 2025Q2: 66,301 shares; 2025Q3: 100,655 shares; 2025Q4: 67,614 shares 67,614 $1.93M 0.25% -33,041 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: 5,111 shares; 2024Q4: 5,111 shares; 2025Q1: 5,120 shares; 2025Q2: 5,129 shares; 2025Q3: 5,139 shares; 2025Q4: 5,149 shares 5,149 $1.92M 0.24% +10 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: 3,680 shares; 2024Q4: 3,688 shares; 2025Q1: 3,680 shares; 2025Q2: 3,710 shares; 2025Q3: 3,776 shares; 2025Q4: 3,762 shares 3,762 $1.89M 0.24% -14 Timeline EMHC 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: 55,023 shares; 2024Q4: 60,004 shares; 2025Q1: 101,900 shares; 2025Q2: 96,217 shares; 2025Q3: 89,372 shares; 2025Q4: 72,250 shares 72,250 $1.84M 0.23% -17,122 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,077 shares; 2024Q4: 30,786 shares; 2025Q1: 28,726 shares; 2025Q2: 31,415 shares; 2025Q3: 33,623 shares; 2025Q4: 40,650 shares 40,650 $1.8M 0.23% +7,027 Timeline BBAG 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: 311,311 shares; 2024Q4: 263,367 shares; 2025Q1: 258,539 shares; 2025Q2: 189,626 shares; 2025Q3: 70,721 shares; 2025Q4: 38,519 shares 38,519 $1.79M 0.23% -32,202 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: 62,555 shares; 2024Q4: 62,045 shares; 2025Q1: 66,814 shares; 2025Q2: 59,329 shares; 2025Q3: 8,570 shares; 2025Q4: 8,670 shares 8,670 $1.73M 0.22% +100 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,349 shares; 2025Q3: 20,668 shares; 2025Q4: 32,110 shares 32,110 $1.59M 0.2% +11,442 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,808 shares; 2025Q4: 24,266 shares 24,266 $1.56M 0.2% +8,458 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,068 shares; 2024Q4: 5,467 shares; 2025Q1: 4,837 shares; 2025Q2: 4,838 shares; 2025Q3: 5,529 shares; 2025Q4: 5,530 shares 5,530 $1.5M 0.19% +1 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: 15,206 shares; 2024Q4: 14,091 shares; 2025Q1: 12,770 shares; 2025Q2: 6,334 shares; 2025Q3: 6,012 shares; 2025Q4: 5,771 shares 5,771 $1.46M 0.19% -241 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,883 shares; 2025Q2: 33,196 shares; 2025Q3: 37,879 shares; 2025Q4: 37,879 shares 37,879 $1.39M 0.18% 0 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,118 shares; 2025Q4: 42,947 shares 42,947 $1.38M 0.17% +18,829 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,456 shares; 2024Q4: 5,456 shares; 2025Q1: 5,456 shares; 2025Q2: 5,456 shares; 2025Q3: 5,231 shares; 2025Q4: 4,922 shares 4,922 $1.33M 0.17% -309 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: 16,937 shares; 2024Q4: 50,811 shares; 2025Q1: 50,628 shares; 2025Q2: 47,082 shares; 2025Q3: 44,628 shares; 2025Q4: 43,776 shares 43,776 $1.32M 0.17% -852 Timeline TIPX 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: 89,217 shares; 2024Q4: 94,971 shares; 2025Q1: 85,601 shares; 2025Q2: 77,539 shares; 2025Q3: 73,284 shares; 2025Q4: 66,349 shares 66,349 $1.27M 0.16% -6,935 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,527 shares; 2024Q4: 9,442 shares; 2025Q1: 9,469 shares; 2025Q2: 8,977 shares; 2025Q3: 7,002 shares; 2025Q4: 6,485 shares 6,485 $1.24M 0.16% -517 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,859 shares; 2024Q4: 27,915 shares; 2025Q1: 27,707 shares; 2025Q2: 27,535 shares; 2025Q3: 25,279 shares; 2025Q4: 8,577 shares 8,577 $1.21M 0.15% -16,702 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: 2,856 shares; 2024Q4: 2,856 shares; 2025Q1: 2,856 shares; 2025Q2: 2,851 shares; 2025Q3: 2,707 shares; 2025Q4: 2,707 shares 2,707 $1.14M 0.15% 0 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: 6,028 shares; 2024Q4: 5,483 shares; 2025Q1: 5,491 shares; 2025Q2: 5,166 shares; 2025Q3: 5,174 shares; 2025Q4: 5,183 shares 5,183 $1.09M 0.14% +9 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,925 shares; 2024Q4: 11,925 shares; 2025Q1: 10,986 shares; 2025Q2: 9,974 shares; 2025Q3: 9,974 shares; 2025Q4: 9,974 shares 9,974 $1.03M 0.13% 0 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: 7,388 shares; 2024Q4: 14,405 shares; 2025Q1: 14,405 shares; 2025Q2: 9,697 shares; 2025Q3: 9,697 shares; 2025Q4: 8,056 shares 8,056 $968K 0.12% -1,641 Timeline EBND 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: 108,057 shares; 2024Q4: 105,052 shares; 2025Q1: 63,825 shares; 2025Q2: 58,159 shares; 2025Q3: 53,044 shares; 2025Q4: 44,075 shares 44,075 $942K 0.12% -8,969 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: 11,963 shares; 2024Q4: 12,454 shares; 2025Q1: 11,248 shares; 2025Q2: 14,861 shares; 2025Q3: 14,570 shares; 2025Q4: 13,973 shares 13,973 $922K 0.12% -597 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,211 shares; 2024Q4: 15,327 shares; 2025Q1: 15,484 shares; 2025Q2: 12,180 shares; 2025Q3: 11,644 shares; 2025Q4: 8,330 shares 8,330 $903K 0.11% -3,314 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: 67,955 shares; 2024Q4: 57,249 shares; 2025Q1: 32,099 shares; 2025Q2: 23,335 shares; 2025Q3: 19,923 shares; 2025Q4: 18,387 shares 18,387 $879K 0.11% -1,536 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: 2,196 shares; 2024Q4: 109,153 shares; 2025Q1: 39,887 shares; 2025Q2: 10,654 shares; 2025Q3: 10,262 shares; 2025Q4: 8,494 shares 8,494 $848K 0.11% -1,768 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,873 shares; 2025Q4: 12,460 shares 12,460 $843K 0.11% +3,587 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 5,624 shares; 2025Q1: 6,201 shares; 2025Q2: 5,048 shares; 2025Q3: 6,638 shares; 2025Q4: 8,354 shares 8,354 $823K 0.1% +1,716 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,007 shares; 2025Q4: 10,101 shares 10,101 $810K 0.1% +4,094 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: 1,749 shares; 2024Q4: 2,216 shares; 2025Q1: 1,493 shares; 2025Q2: 1,351 shares; 2025Q3: 1,267 shares; 2025Q4: 1,267 shares 1,267 $778K 0.1% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,685 shares; 2025Q4: 32,839 shares 32,839 $767K 0.1% +12,154 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,453 shares; 2024Q4: 28,907 shares; 2025Q1: 25,352 shares; 2025Q2: 19,502 shares; 2025Q3: 19,252 shares; 2025Q4: 18,604 shares 18,604 $767K 0.1% -648 Timeline SPAB 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: 319,467 shares; 2024Q4: 233,151 shares; 2025Q1: 25,077 shares; 2025Q2: 136,392 shares; 2025Q3: 55,729 shares; 2025Q4: 29,602 shares 29,602 $762K 0.1% -26,127 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,759 shares; 2025Q3: 9,133 shares; 2025Q4: 7,996 shares 7,996 $760K 0.1% -1,137 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,595 shares; 2024Q4: 24,729 shares; 2025Q1: 27,450 shares; 2025Q2: 36,664 shares; 2025Q3: 18,664 shares; 2025Q4: 17,190 shares 17,190 $755K 0.1% -1,474 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,908 shares; 2024Q4: 5,908 shares; 2025Q1: 5,550 shares; 2025Q2: 5,550 shares; 2025Q3: 5,550 shares; 2025Q4: 5,550 shares 5,550 $750K 0.1% 0 Timeline SPYG 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: 48,630 shares; 2024Q4: 61,721 shares; 2025Q1: 57,968 shares; 2025Q2: 36,446 shares; 2025Q3: 10,787 shares; 2025Q4: 7,005 shares 7,005 $747K 0.1% -3,782 Timeline SPTL 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: 70,398 shares; 2024Q4: 59,604 shares; 2025Q1: not reported; 2025Q2: 63,078 shares; 2025Q3: not reported; 2025Q4: 27,201 shares 27,201 $720K 0.09% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 5,103 shares; 2025Q1: 5,103 shares; 2025Q2: 5,103 shares; 2025Q3: 5,103 shares; 2025Q4: 5,103 shares 5,103 $699K 0.09% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,502 shares; 2024Q4: 2,483 shares; 2025Q1: 2,483 shares; 2025Q2: 5,014 shares; 2025Q3: 5,014 shares; 2025Q4: 4,654 shares 4,654 $692K 0.09% -360 Timeline SPMB 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: 160,177 shares; 2024Q4: 185,337 shares; 2025Q1: 148,273 shares; 2025Q2: 112,561 shares; 2025Q3: 45,879 shares; 2025Q4: 30,872 shares 30,872 $692K 0.09% -15,007 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: 63,967 shares; 2024Q4: 75,149 shares; 2025Q1: 58,821 shares; 2025Q2: 72,862 shares; 2025Q3: 21,708 shares; 2025Q4: 12,751 shares 12,751 $686K 0.09% -8,957 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,407 shares; 2025Q1: 14,050 shares; 2025Q2: 13,321 shares; 2025Q3: 13,387 shares; 2025Q4: 13,476 shares 13,476 $678K 0.09% +89 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,704 shares; 2025Q4: 11,431 shares 11,431 $678K 0.09% +4,727 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,175 shares; 2025Q1: 2,026 shares; 2025Q2: 2,026 shares; 2025Q3: 2,157 shares; 2025Q4: 2,157 shares 2,157 $675K 0.09% 0 Timeline LCTD 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: 16,073 shares; 2024Q4: 17,179 shares; 2025Q1: 16,332 shares; 2025Q2: 16,340 shares; 2025Q3: 16,142 shares; 2025Q4: 12,055 shares 12,055 $659K 0.08% -4,087 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: 3,931 shares; 2024Q4: 3,739 shares; 2025Q1: 3,742 shares; 2025Q2: 3,508 shares; 2025Q3: 3,510 shares; 2025Q4: 3,572 shares 3,572 $655K 0.08% +62 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS 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: 11,228 shares; 2025Q4: 11,240 shares 11,240 $647K 0.08% +12 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 8,154 shares; 2025Q4: 13,362 shares 13,362 $618K 0.08% +5,208 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,745 shares; 2024Q4: 17,525 shares; 2025Q1: 26,970 shares; 2025Q2: 40,712 shares; 2025Q3: 12,070 shares; 2025Q4: 9,984 shares 9,984 $606K 0.08% -2,086 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: 1,760 shares; 2024Q4: 1,714 shares; 2025Q1: 1,656 shares; 2025Q2: 1,653 shares; 2025Q3: 1,742 shares; 2025Q4: 1,748 shares 1,748 $602K 0.08% +6 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,631 shares; 2024Q4: 90,288 shares; 2025Q1: 56,022 shares; 2025Q2: 49,044 shares; 2025Q3: 22,567 shares; 2025Q4: 14,164 shares 14,164 $588K 0.07% -8,403 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: 1,960 shares; 2024Q4: 2,050 shares; 2025Q1: 1,875 shares; 2025Q2: 1,751 shares; 2025Q3: 1,785 shares; 2025Q4: 1,785 shares 1,785 $575K 0.07% 0 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: 8,197 shares; 2024Q4: 25,240 shares; 2025Q1: 24,253 shares; 2025Q2: 25,270 shares; 2025Q3: 23,205 shares; 2025Q4: 19,746 shares 19,746 $542K 0.07% -3,459 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: 3,948 shares; 2024Q4: 15,792 shares; 2025Q1: 15,792 shares; 2025Q2: 15,792 shares; 2025Q3: 15,792 shares; 2025Q4: 15,792 shares 15,792 $515K 0.07% 0 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,242 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,968 shares 10,968 $501K 0.06% new 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: 7,842 shares; 2024Q4: 7,842 shares; 2025Q1: 7,842 shares; 2025Q2: 9,042 shares; 2025Q3: 9,042 shares; 2025Q4: 9,042 shares 9,042 $495K 0.06% 0 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: 2,337 shares; 2024Q4: 2,386 shares; 2025Q1: 1,440 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,320 shares 1,320 $488K 0.06% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,437 shares; 2025Q2: 3,644 shares; 2025Q3: 4,885 shares; 2025Q4: 4,885 shares 4,885 $469K 0.06% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,699 shares; 2024Q4: not reported; 2025Q1: 5,945 shares; 2025Q2: 5,369 shares; 2025Q3: 5,952 shares; 2025Q4: 5,184 shares 5,184 $464K 0.06% -768 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: 3,477 shares; 2024Q4: 3,432 shares; 2025Q1: 3,432 shares; 2025Q2: 3,431 shares; 2025Q3: 3,431 shares; 2025Q4: 3,821 shares 3,821 $460K 0.06% +390 Timeline EDV 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: 22,747 shares; 2025Q2: 31,633 shares; 2025Q3: 11,097 shares; 2025Q4: 7,031 shares 7,031 $457K 0.06% -4,066 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: 1,580 shares; 2024Q4: 1,738 shares; 2025Q1: 1,431 shares; 2025Q2: 1,431 shares; 2025Q3: 1,431 shares; 2025Q4: 1,431 shares 1,431 $449K 0.06% 0 Timeline DFUS 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: 5,774 shares; 2024Q4: 5,794 shares; 2025Q1: 5,807 shares; 2025Q2: 5,823 shares; 2025Q3: 5,837 shares; 2025Q4: 5,850 shares 5,850 $434K 0.06% +13 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: 4,746 shares; 2024Q4: 5,113 shares; 2025Q1: 4,494 shares; 2025Q2: 1,880 shares; 2025Q3: 1,783 shares; 2025Q4: 1,735 shares 1,735 $427K 0.05% -48 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: 471 shares; 2024Q4: 471 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 468 shares 468 $403K 0.05% -4 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: 1,502 shares; 2024Q4: 1,630 shares; 2025Q1: 1,630 shares; 2025Q2: 1,630 shares; 2025Q3: 1,630 shares; 2025Q4: 3,260 shares 3,260 $389K 0.05% +1,630 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: 2,278 shares; 2024Q4: 2,484 shares; 2025Q1: 2,484 shares; 2025Q2: 2,484 shares; 2025Q3: 2,484 shares; 2025Q4: 2,484 shares 2,484 $385K 0.05% 0 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,359 shares; 2024Q4: 87,640 shares; 2025Q1: 81,090 shares; 2025Q2: 60,723 shares; 2025Q3: 22,446 shares; 2025Q4: 13,915 shares 13,915 $384K 0.05% -8,531 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: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares 2,450 $380K 0.05% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,751 shares; 2024Q4: 2,751 shares; 2025Q1: 2,751 shares; 2025Q2: 2,751 shares; 2025Q3: 2,751 shares; 2025Q4: 2,751 shares 2,751 $346K 0.04% 0 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,364 shares; 2024Q4: 22,047 shares; 2025Q1: 16,806 shares; 2025Q2: 10,026 shares; 2025Q3: 9,463 shares; 2025Q4: 9,463 shares 9,463 $340K 0.04% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 960 shares; 2025Q1: not reported; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 960 shares 960 $332K 0.04% 0 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,556 shares; 2024Q4: 5,202 shares; 2025Q1: 5,202 shares; 2025Q2: 5,202 shares; 2025Q3: 5,202 shares; 2025Q4: 5,170 shares 5,170 $327K 0.04% -32 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: 573 shares; 2024Q4: 573 shares; 2025Q1: 573 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares 563 $326K 0.04% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,605 shares; 2025Q4: 1,605 shares 1,605 $299K 0.04% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,670 shares; 2025Q1: 3,405 shares; 2025Q2: 3,744 shares; 2025Q3: 3,745 shares; 2025Q4: 3,747 shares 3,747 $289K 0.04% +2 Timeline MMTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,548 shares; 2025Q1: 3,809 shares; 2025Q2: 3,503 shares; 2025Q3: 952 shares; 2025Q4: 975 shares 975 $285K 0.04% +23 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,527 shares; 2024Q4: 65,671 shares; 2025Q1: 9,999 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares 5,250 $276K 0.04% 0 Timeline BOTZ 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: 15,155 shares; 2025Q3: not reported; 2025Q4: 7,546 shares 7,546 $273K 0.03% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 533 shares 533 $272K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,140 shares 3,140 $268K 0.03% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,461 shares; 2025Q3: 8,958 shares; 2025Q4: 5,370 shares 5,370 $259K 0.03% -3,588 Timeline QDIV 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: 12,383 shares; 2024Q4: 12,383 shares; 2025Q1: 12,383 shares; 2025Q2: 8,152 shares; 2025Q3: 8,152 shares; 2025Q4: 7,355 shares 7,355 $255K 0.03% -797 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,093 shares; 2025Q1: not reported; 2025Q2: 955 shares; 2025Q3: 1,098 shares; 2025Q4: 1,098 shares 1,098 $253K 0.03% 0 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: 1,611 shares; 2024Q4: 2,375 shares; 2025Q1: 1,512 shares; 2025Q2: 1,402 shares; 2025Q3: 1,172 shares; 2025Q4: 1,172 shares 1,172 $243K 0.03% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,447 shares 2,447 $236K 0.03% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,970 shares; 2025Q2: 3,879 shares; 2025Q3: 3,881 shares; 2025Q4: 3,652 shares 3,652 $228K 0.03% -229 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,931 shares; 2024Q4: 2,931 shares; 2025Q1: 2,931 shares; 2025Q2: 2,931 shares; 2025Q3: 2,931 shares; 2025Q4: 2,931 shares 2,931 $228K 0.03% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,861 shares; 2024Q4: 167,905 shares; 2025Q1: 149,919 shares; 2025Q2: 17,599 shares; 2025Q3: 3,454 shares; 2025Q4: 3,095 shares 3,095 $225K 0.03% -359 Timeline HEFA 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: 12,528 shares; 2024Q4: 10,635 shares; 2025Q1: 92,326 shares; 2025Q2: 6,938 shares; 2025Q3: 5,722 shares; 2025Q4: 5,420 shares 5,420 $224K 0.03% -302 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 819 shares; 2025Q2: 819 shares; 2025Q3: 819 shares; 2025Q4: 819 shares 819 $224K 0.03% 0 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: 1,588 shares; 2024Q4: 1,926 shares; 2025Q1: 1,551 shares; 2025Q2: 1,551 shares; 2025Q3: 1,551 shares; 2025Q4: 1,551 shares 1,551 $222K 0.03% 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: 833 shares; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 833 shares; 2025Q3: 834 shares; 2025Q4: 834 shares 834 $215K 0.03% 0 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: 913 shares; 2024Q4: 759 shares; 2025Q1: 759 shares; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 609 shares 609 $213K 0.03% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,685 shares; 2025Q2: 1,685 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares 1,685 $211K 0.03% 0 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,267 shares 4,267 $208K 0.03% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares 920 $206K 0.03% 0 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: 1,394 shares; 2024Q4: 2,482 shares; 2025Q1: 1,536 shares; 2025Q2: not reported; 2025Q3: 1,340 shares; 2025Q4: 1,329 shares 1,329 $202K 0.03% -11 Timeline SCHY 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: 11,999 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,725 shares 6,725 $201K 0.03% new Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,218 shares; 2024Q4: 16,218 shares; 2025Q1: 16,218 shares; 2025Q2: 16,218 shares; 2025Q3: 16,218 shares; 2025Q4: 16,218 shares 16,218 $35.4K <0.01% 0 Timeline