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: restricted; 2024Q4: 399,262 shares; 2025Q1: 538,060 shares; 2025Q2: 638,521 shares; 2025Q3: 766,928 shares; 2025Q4: 803,731 shares 803,731 $64.5M 5.13% +36,803 Timeline ACIO 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: restricted; 2024Q4: 345,846 shares; 2025Q1: 535,020 shares; 2025Q2: 756,947 shares; 2025Q3: 1,061,004 shares; 2025Q4: 1,124,239 shares 1,124,239 $49.1M 3.91% +63,235 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: restricted; 2024Q4: 337,150 shares; 2025Q1: 412,073 shares; 2025Q2: 477,690 shares; 2025Q3: 637,799 shares; 2025Q4: 699,616 shares 699,616 $43.7M 3.47% +61,817 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,991 shares; 2025Q1: 38,978 shares; 2025Q2: 68,821 shares; 2025Q3: 73,713 shares; 2025Q4: 123,976 shares 123,976 $33.7M 2.68% +50,263 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 256,125 shares; 2025Q1: 443,264 shares; 2025Q2: 536,448 shares; 2025Q3: 656,762 shares; 2025Q4: 750,307 shares 750,307 $31.8M 2.53% +93,545 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,812 shares; 2025Q1: 78,202 shares; 2025Q2: 124,100 shares; 2025Q3: 145,498 shares; 2025Q4: 154,133 shares 154,133 $28.7M 2.29% +8,635 Timeline DRSK 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: restricted; 2024Q4: 299,718 shares; 2025Q1: 547,939 shares; 2025Q2: 692,381 shares; 2025Q3: 854,290 shares; 2025Q4: 986,272 shares 986,272 $28.1M 2.23% +131,982 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,055 shares; 2025Q1: 73,296 shares; 2025Q2: 65,799 shares; 2025Q3: 38,627 shares; 2025Q4: 39,612 shares 39,612 $27M 2.15% +985 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,651 shares; 2025Q1: 26,651 shares; 2025Q2: 36,773 shares; 2025Q3: 46,941 shares; 2025Q4: 49,913 shares 49,913 $24.1M 1.92% +2,972 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 566,347 shares; 2025Q1: 575,854 shares; 2025Q2: 574,753 shares; 2025Q3: 577,645 shares; 2025Q4: 582,221 shares 582,221 $18.8M 1.5% +4,576 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,123 shares; 2025Q1: 35,101 shares; 2025Q2: 54,739 shares; 2025Q3: 70,421 shares; 2025Q4: 73,486 shares 73,486 $17M 1.35% +3,065 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: restricted; 2024Q4: 139,056 shares; 2025Q1: 144,101 shares; 2025Q2: 195,709 shares; 2025Q3: 289,643 shares; 2025Q4: 308,726 shares 308,726 $16.6M 1.32% +19,083 Timeline JUCY 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: restricted; 2024Q4: 278,285 shares; 2025Q1: 342,000 shares; 2025Q2: 446,014 shares; 2025Q3: 587,270 shares; 2025Q4: 730,348 shares 730,348 $16.2M 1.29% +143,078 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: restricted; 2024Q4: 7,752 shares; 2025Q1: 74,892 shares; 2025Q2: 102,558 shares; 2025Q3: 208,970 shares; 2025Q4: 314,162 shares 314,162 $15.9M 1.26% +105,192 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,673 shares; 2025Q1: 32,329 shares; 2025Q2: 60,660 shares; 2025Q3: 36,355 shares; 2025Q4: 109,549 shares 109,549 $15.8M 1.25% +73,194 Timeline ADME 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: restricted; 2024Q4: 94,549 shares; 2025Q1: 145,929 shares; 2025Q2: 198,376 shares; 2025Q3: 274,505 shares; 2025Q4: 299,801 shares 299,801 $15.4M 1.22% +25,296 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,892 shares; 2025Q1: 49,557 shares; 2025Q2: 57,426 shares; 2025Q3: 72,616 shares; 2025Q4: 78,144 shares 78,144 $15M 1.19% +5,528 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,837 shares; 2025Q1: 19,383 shares; 2025Q2: 34,989 shares; 2025Q3: 44,886 shares; 2025Q4: 47,354 shares 47,354 $14.8M 1.18% +2,468 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,136 shares; 2025Q1: 121,837 shares; 2025Q2: 204,113 shares; 2025Q3: 253,340 shares; 2025Q4: 287,160 shares 287,160 $14.3M 1.13% +33,820 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,621 shares; 2025Q1: 27,858 shares; 2025Q2: 30,994 shares; 2025Q3: 41,470 shares; 2025Q4: 41,055 shares 41,055 $13.2M 1.05% -415 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,376 shares; 2025Q1: 21,383 shares; 2025Q2: 27,806 shares; 2025Q3: 36,028 shares; 2025Q4: 35,883 shares 35,883 $12.6M 1% -145 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: restricted; 2024Q4: 162,283 shares; 2025Q1: 172,049 shares; 2025Q2: 188,472 shares; 2025Q3: 194,768 shares; 2025Q4: 195,986 shares 195,986 $12.2M 0.97% +1,218 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: restricted; 2024Q4: 182,384 shares; 2025Q1: 199,452 shares; 2025Q2: 148,590 shares; 2025Q3: 210,823 shares; 2025Q4: 268,205 shares 268,205 $11.9M 0.95% +57,382 Timeline XHLF 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: restricted; 2024Q4: 54,485 shares; 2025Q1: 75,689 shares; 2025Q2: 124,793 shares; 2025Q3: 181,392 shares; 2025Q4: 232,542 shares 232,542 $11.7M 0.93% +51,150 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,607 shares; 2025Q1: 73,922 shares; 2025Q2: 76,658 shares; 2025Q3: 104,307 shares; 2025Q4: 104,401 shares 104,401 $11.6M 0.92% +94 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,150 shares; 2025Q1: 151,944 shares; 2025Q2: 120,712 shares; 2025Q3: 128,062 shares; 2025Q4: 124,877 shares 124,877 $11.4M 0.91% -3,185 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: restricted; 2024Q4: 13,897 shares; 2025Q1: 18,036 shares; 2025Q2: 19,472 shares; 2025Q3: 27,019 shares; 2025Q4: 26,043 shares 26,043 $11M 0.87% -976 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,044 shares; 2025Q1: 26,190 shares; 2025Q2: 27,636 shares; 2025Q3: 34,091 shares; 2025Q4: 39,640 shares 39,640 $10.2M 0.81% +5,549 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,839 shares; 2025Q1: 22,574 shares; 2025Q2: 41,544 shares; 2025Q3: 62,615 shares; 2025Q4: 62,371 shares 62,371 $9.38M 0.75% -244 Timeline UPSD 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: restricted; 2024Q4: not reported; 2025Q1: 127,304 shares; 2025Q2: 219,442 shares; 2025Q3: 282,570 shares; 2025Q4: 346,639 shares 346,639 $9.28M 0.74% +64,069 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,699 shares; 2025Q1: 32,537 shares; 2025Q2: 75,751 shares; 2025Q3: 64,754 shares; 2025Q4: 77,770 shares 77,770 $9.16M 0.73% +13,016 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,055 shares; 2025Q1: 73,936 shares; 2025Q2: 127,035 shares; 2025Q3: 208,164 shares; 2025Q4: 232,975 shares 232,975 $9.12M 0.73% +24,811 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: restricted; 2024Q4: not reported; 2025Q1: 943 shares; 2025Q2: 6,261 shares; 2025Q3: 10,411 shares; 2025Q4: 56,586 shares 56,586 $8.67M 0.69% +46,175 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,625 shares; 2025Q1: 40,910 shares; 2025Q2: 33,319 shares; 2025Q3: 23,635 shares; 2025Q4: 25,171 shares 25,171 $8.44M 0.67% +1,536 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,889 shares; 2025Q1: 14,796 shares; 2025Q2: 20,261 shares; 2025Q3: 34,261 shares; 2025Q4: 36,386 shares 36,386 $8.29M 0.66% +2,125 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,196 shares; 2025Q1: 21,536 shares; 2025Q2: 23,339 shares; 2025Q3: 34,942 shares; 2025Q4: 36,906 shares 36,906 $8.24M 0.65% +1,964 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: restricted; 2024Q4: 188,367 shares; 2025Q1: 195,958 shares; 2025Q2: 154,315 shares; 2025Q3: 171,317 shares; 2025Q4: 173,125 shares 173,125 $8.1M 0.64% +1,808 Timeline OSCV 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: restricted; 2024Q4: 70,115 shares; 2025Q1: 111,769 shares; 2025Q2: 152,675 shares; 2025Q3: 209,493 shares; 2025Q4: 215,585 shares 215,585 $7.98M 0.63% +6,092 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,957 shares; 2025Q4: 44,911 shares 44,911 $7.89M 0.63% +2,954 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,995 shares; 2025Q1: 6,412 shares; 2025Q2: 9,586 shares; 2025Q3: 17,466 shares; 2025Q4: 18,239 shares 18,239 $7.8M 0.62% +773 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,391 shares; 2025Q3: 259,256 shares; 2025Q4: 290,611 shares 290,611 $7.7M 0.61% +31,355 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,919 shares; 2025Q1: 93,115 shares; 2025Q2: 118,761 shares; 2025Q3: 138,943 shares; 2025Q4: 153,817 shares 153,817 $7.64M 0.61% +14,874 Timeline IDUB 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: restricted; 2024Q4: 102,168 shares; 2025Q1: 156,045 shares; 2025Q2: 187,822 shares; 2025Q3: 265,273 shares; 2025Q4: 283,275 shares 283,275 $6.89M 0.55% +18,002 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: restricted; 2024Q4: 87,207 shares; 2025Q1: 93,922 shares; 2025Q2: 119,618 shares; 2025Q3: 21,311 shares; 2025Q4: 26,900 shares 26,900 $6.8M 0.54% +5,589 Timeline FRDM 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: restricted; 2024Q4: not reported; 2025Q1: 54,436 shares; 2025Q2: 85,799 shares; 2025Q3: 112,046 shares; 2025Q4: 131,112 shares 131,112 $6.72M 0.53% +19,066 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 915 shares; 2025Q1: 907 shares; 2025Q2: 4,073 shares; 2025Q3: 5,411 shares; 2025Q4: 6,235 shares 6,235 $6.7M 0.53% +824 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,310 shares; 2025Q1: 14,807 shares; 2025Q2: 17,673 shares; 2025Q3: 13,471 shares; 2025Q4: 14,683 shares 14,683 $6.6M 0.52% +1,212 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,415 shares; 2025Q1: 9,208 shares; 2025Q2: 6,745 shares; 2025Q3: 8,570 shares; 2025Q4: 9,318 shares 9,318 $6.38M 0.51% +748 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,210 shares; 2025Q1: 15,501 shares; 2025Q2: 32,307 shares; 2025Q3: 42,287 shares; 2025Q4: 51,562 shares 51,562 $6.2M 0.49% +9,275 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: restricted; 2024Q4: 24,256 shares; 2025Q1: 26,661 shares; 2025Q2: 33,072 shares; 2025Q3: 57,289 shares; 2025Q4: 39,587 shares 39,587 $6.13M 0.49% -17,702 Timeline DUBS 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: restricted; 2024Q4: 65,948 shares; 2025Q1: 93,841 shares; 2025Q2: 100,009 shares; 2025Q3: 131,922 shares; 2025Q4: 160,224 shares 160,224 $6.04M 0.48% +28,302 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142,140 shares; 2025Q4: 126,190 shares 126,190 $5.98M 0.48% -15,950 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: restricted; 2024Q4: 112,169 shares; 2025Q1: 124,918 shares; 2025Q2: 107,795 shares; 2025Q3: 86,746 shares; 2025Q4: 101,667 shares 101,667 $5.97M 0.47% +14,921 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,990 shares; 2025Q1: 4,940 shares; 2025Q2: 7,162 shares; 2025Q3: 8,365 shares; 2025Q4: 8,926 shares 8,926 $5.89M 0.47% +561 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,993 shares; 2025Q1: 8,680 shares; 2025Q2: 7,869 shares; 2025Q3: 7,030 shares; 2025Q4: 9,193 shares 9,193 $5.77M 0.46% +2,163 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,877 shares 41,877 $5.66M 0.45% new 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: restricted; 2024Q4: 60,778 shares; 2025Q1: 56,084 shares; 2025Q2: 45,133 shares; 2025Q3: 49,718 shares; 2025Q4: 54,835 shares 54,835 $5.22M 0.42% +5,117 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,316 shares; 2025Q1: 4,103 shares; 2025Q2: 7,690 shares; 2025Q3: 9,944 shares; 2025Q4: 10,346 shares 10,346 $5.2M 0.41% +402 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: restricted; 2024Q4: 16,960 shares; 2025Q1: 29,174 shares; 2025Q2: 45,960 shares; 2025Q3: 58,057 shares; 2025Q4: 62,551 shares 62,551 $5.11M 0.41% +4,494 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,664 shares; 2025Q1: 5,265 shares; 2025Q2: 9,636 shares; 2025Q3: 13,665 shares; 2025Q4: 14,603 shares 14,603 $5.05M 0.4% +938 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,030 shares; 2025Q1: 9,194 shares; 2025Q2: 9,646 shares; 2025Q3: 6,799 shares; 2025Q4: 7,937 shares 7,937 $4.88M 0.39% +1,138 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,425 shares; 2025Q1: 12,680 shares; 2025Q2: 15,791 shares; 2025Q3: 11,560 shares; 2025Q4: 11,944 shares 11,944 $4.73M 0.38% +384 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: restricted; 2024Q4: 1,594 shares; 2025Q1: 1,800 shares; 2025Q2: 3,360 shares; 2025Q3: 6,697 shares; 2025Q4: 8,112 shares 8,112 $4.59M 0.37% +1,415 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 277,296 shares; 2025Q1: 232,814 shares; 2025Q2: 118,648 shares; 2025Q3: 115,603 shares; 2025Q4: 164,347 shares 164,347 $4.51M 0.36% +48,744 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 240,707 shares; 2025Q1: 288,663 shares; 2025Q2: 323,844 shares; 2025Q3: 114,641 shares; 2025Q4: 95,557 shares 95,557 $4.48M 0.36% -19,084 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: restricted; 2024Q4: 56,336 shares; 2025Q1: 59,779 shares; 2025Q2: 59,197 shares; 2025Q3: 57,867 shares; 2025Q4: 59,953 shares 59,953 $4.44M 0.35% +2,086 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: restricted; 2024Q4: 3,345 shares; 2025Q1: 3,863 shares; 2025Q2: 6,505 shares; 2025Q3: 12,821 shares; 2025Q4: 15,917 shares 15,917 $4.27M 0.34% +3,096 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: restricted; 2024Q4: 4,164 shares; 2025Q1: 5,066 shares; 2025Q2: 8,858 shares; 2025Q3: 14,249 shares; 2025Q4: 17,153 shares 17,153 $4.14M 0.33% +2,904 Timeline PJAN 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,525 shares 87,525 $4.12M 0.33% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,085 shares 105,085 $4.11M 0.33% new Timeline PJUL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,490 shares 88,490 $4.11M 0.33% new Timeline POCT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,970 shares 92,970 $4.08M 0.32% new 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: restricted; 2024Q4: 48,169 shares; 2025Q1: 30,957 shares; 2025Q2: 40,251 shares; 2025Q3: 44,220 shares; 2025Q4: 51,844 shares 51,844 $4.03M 0.32% +7,624 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: restricted; 2024Q4: 162,237 shares; 2025Q1: 241,844 shares; 2025Q2: 192,483 shares; 2025Q3: 44,515 shares; 2025Q4: 39,483 shares 39,483 $3.94M 0.31% -5,032 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: restricted; 2024Q4: 2,163 shares; 2025Q1: 2,465 shares; 2025Q2: 3,785 shares; 2025Q3: 7,112 shares; 2025Q4: 8,353 shares 8,353 $3.92M 0.31% +1,241 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: restricted; 2024Q4: 2,669 shares; 2025Q1: 3,258 shares; 2025Q2: 4,679 shares; 2025Q3: 6,952 shares; 2025Q4: 9,099 shares 9,099 $3.88M 0.31% +2,147 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 791 shares; 2025Q1: 622 shares; 2025Q2: 2,491 shares; 2025Q3: 3,004 shares; 2025Q4: 39,057 shares 39,057 $3.66M 0.29% +36,053 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142,977 shares; 2025Q1: 72,805 shares; 2025Q2: 101,161 shares; 2025Q3: 68,605 shares; 2025Q4: 81,862 shares 81,862 $3.64M 0.29% +13,257 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: restricted; 2024Q4: 4,348 shares; 2025Q1: 13,918 shares; 2025Q2: 23,208 shares; 2025Q3: 28,489 shares; 2025Q4: 36,167 shares 36,167 $3.63M 0.29% +7,678 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,859 shares; 2025Q2: 3,931 shares; 2025Q3: 7,137 shares; 2025Q4: 9,441 shares 9,441 $3.62M 0.29% +2,304 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,693 shares; 2025Q1: 10,191 shares; 2025Q2: 10,816 shares; 2025Q3: 6,744 shares; 2025Q4: 7,376 shares 7,376 $3.6M 0.29% +632 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 102,361 shares; 2025Q2: 177,919 shares; 2025Q3: 214,089 shares; 2025Q4: 244,105 shares 244,105 $3.45M 0.27% +30,016 Timeline VGLT 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: restricted; 2024Q4: 29,395 shares; 2025Q1: 41,352 shares; 2025Q2: 47,782 shares; 2025Q3: 55,773 shares; 2025Q4: 61,206 shares 61,206 $3.42M 0.27% +5,433 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,712 shares; 2025Q1: 19,068 shares; 2025Q2: 17,390 shares; 2025Q3: 20,021 shares; 2025Q4: 23,644 shares 23,644 $3.39M 0.27% +3,623 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: restricted; 2024Q4: 122,149 shares; 2025Q1: 106,050 shares; 2025Q2: 175,758 shares; 2025Q3: 46,281 shares; 2025Q4: 59,334 shares 59,334 $3.25M 0.26% +13,053 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,815 shares; 2025Q1: 8,137 shares; 2025Q2: 6,027 shares; 2025Q3: 11,961 shares; 2025Q4: 11,604 shares 11,604 $3.21M 0.26% -357 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 188,119 shares; 2025Q4: 110,067 shares 110,067 $3.03M 0.24% -78,052 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: restricted; 2024Q4: 36,215 shares; 2025Q1: 39,347 shares; 2025Q2: 60,422 shares; 2025Q3: 51,930 shares; 2025Q4: 51,844 shares 51,844 $3M 0.24% -86 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: restricted; 2024Q4: 8,475 shares; 2025Q1: 9,462 shares; 2025Q2: 77,068 shares; 2025Q3: 80,588 shares; 2025Q4: 81,934 shares 81,934 $3M 0.24% +1,346 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: restricted; 2024Q4: 1,210 shares; 2025Q1: 1,297 shares; 2025Q2: 2,302 shares; 2025Q3: 4,429 shares; 2025Q4: 4,809 shares 4,809 $2.79M 0.22% +380 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: restricted; 2024Q4: 32,417 shares; 2025Q1: 30,598 shares; 2025Q2: 30,839 shares; 2025Q3: 31,818 shares; 2025Q4: 33,235 shares 33,235 $2.78M 0.22% +1,417 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: restricted; 2024Q4: 9,115 shares; 2025Q1: 11,408 shares; 2025Q2: 4,054 shares; 2025Q3: 7,161 shares; 2025Q4: 8,396 shares 8,396 $2.77M 0.22% +1,235 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: restricted; 2024Q4: 36,418 shares; 2025Q1: 32,821 shares; 2025Q2: 36,740 shares; 2025Q3: 46,124 shares; 2025Q4: 44,569 shares 44,569 $2.71M 0.22% -1,555 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,816 shares; 2025Q1: 7,192 shares; 2025Q2: 9,738 shares; 2025Q3: 15,905 shares; 2025Q4: 6,074 shares 6,074 $2.7M 0.21% -9,831 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,146 shares; 2025Q1: 23,343 shares; 2025Q2: 22,815 shares; 2025Q3: 22,110 shares; 2025Q4: 21,738 shares 21,738 $2.68M 0.21% -372 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: restricted; 2024Q4: 797 shares; 2025Q1: 989 shares; 2025Q2: 2,599 shares; 2025Q3: 6,429 shares; 2025Q4: 7,605 shares 7,605 $2.67M 0.21% +1,176 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: restricted; 2024Q4: 2,134 shares; 2025Q1: 2,018 shares; 2025Q2: 2,553 shares; 2025Q3: 6,778 shares; 2025Q4: 8,140 shares 8,140 $2.64M 0.21% +1,362 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: restricted; 2024Q4: 8,283 shares; 2025Q1: 8,413 shares; 2025Q2: 17,362 shares; 2025Q3: 28,293 shares; 2025Q4: 32,599 shares 32,599 $2.62M 0.21% +4,306 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: restricted; 2024Q4: not reported; 2025Q1: 7,345 shares; 2025Q2: 16,355 shares; 2025Q3: 27,125 shares; 2025Q4: 44,074 shares 44,074 $2.61M 0.21% +16,949 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: restricted; 2024Q4: 18,703 shares; 2025Q1: 19,552 shares; 2025Q2: 50,934 shares; 2025Q3: 25,649 shares; 2025Q4: 97,483 shares 97,483 $2.58M 0.21% +71,834 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: restricted; 2024Q4: 96,649 shares; 2025Q1: 85,335 shares; 2025Q2: 74,588 shares; 2025Q3: 62,599 shares; 2025Q4: 54,197 shares 54,197 $2.52M 0.2% -8,402 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: restricted; 2024Q4: 9,039 shares; 2025Q1: 6,117 shares; 2025Q2: 8,959 shares; 2025Q3: 9,010 shares; 2025Q4: 11,818 shares 11,818 $2.51M 0.2% +2,808 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: restricted; 2024Q4: 42,360 shares; 2025Q1: 47,514 shares; 2025Q2: 59,759 shares; 2025Q3: 58,192 shares; 2025Q4: 67,487 shares 67,487 $2.49M 0.2% +9,295 Timeline FISR 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: restricted; 2024Q4: 97,812 shares; 2025Q1: 100,573 shares; 2025Q2: 217,318 shares; 2025Q3: 46,198 shares; 2025Q4: 94,305 shares 94,305 $2.44M 0.19% +48,107 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,964 shares; 2025Q1: 3,126 shares; 2025Q2: 9,208 shares; 2025Q3: 16,909 shares; 2025Q4: 20,601 shares 20,601 $2.42M 0.19% +3,692 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: restricted; 2024Q4: 1,022 shares; 2025Q1: 830 shares; 2025Q2: 1,925 shares; 2025Q3: 3,746 shares; 2025Q4: 4,617 shares 4,617 $2.41M 0.19% +871 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,843 shares; 2025Q1: 20,357 shares; 2025Q2: 20,960 shares; 2025Q3: 18,707 shares; 2025Q4: 11,963 shares 11,963 $2.38M 0.19% -6,744 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,105 shares; 2025Q1: 2,238 shares; 2025Q2: 2,778 shares; 2025Q3: 5,270 shares; 2025Q4: 6,743 shares 6,743 $2.37M 0.19% +1,473 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,099 shares; 2025Q3: 67,045 shares; 2025Q4: 88,153 shares 88,153 $2.37M 0.19% +21,108 Timeline PCMM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,673 shares; 2025Q4: 46,949 shares 46,949 $2.35M 0.19% +3,276 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,993 shares; 2025Q1: 54,677 shares; 2025Q2: 52,073 shares; 2025Q3: 53,402 shares; 2025Q4: 56,832 shares 56,832 $2.32M 0.18% +3,430 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: restricted; 2024Q4: 46,945 shares; 2025Q1: 44,103 shares; 2025Q2: 41,455 shares; 2025Q3: 37,311 shares; 2025Q4: 31,965 shares 31,965 $2.28M 0.18% -5,346 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: restricted; 2024Q4: not reported; 2025Q1: 1,968 shares; 2025Q2: 17,376 shares; 2025Q3: 13,257 shares; 2025Q4: 10,530 shares 10,530 $2.26M 0.18% -2,727 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,851 shares; 2025Q1: 10,567 shares; 2025Q2: 12,345 shares; 2025Q3: 10,622 shares; 2025Q4: 11,786 shares 11,786 $2.25M 0.18% +1,164 Timeline VMBS 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: restricted; 2024Q4: 50,379 shares; 2025Q1: 48,609 shares; 2025Q2: 48,670 shares; 2025Q3: 48,491 shares; 2025Q4: 47,466 shares 47,466 $2.23M 0.18% -1,025 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: restricted; 2024Q4: 24,731 shares; 2025Q1: 12,959 shares; 2025Q2: 14,639 shares; 2025Q3: 5,725 shares; 2025Q4: 6,104 shares 6,104 $2.2M 0.17% +379 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,612 shares; 2025Q1: 1,768 shares; 2025Q2: 4,026 shares; 2025Q3: 8,909 shares; 2025Q4: 11,583 shares 11,583 $2.18M 0.17% +2,674 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: restricted; 2024Q4: 12,887 shares; 2025Q1: 13,898 shares; 2025Q2: 15,666 shares; 2025Q3: 15,097 shares; 2025Q4: 13,508 shares 13,508 $2.17M 0.17% -1,589 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: restricted; 2024Q4: 23,975 shares; 2025Q1: 43,006 shares; 2025Q2: 59,697 shares; 2025Q3: 112,015 shares; 2025Q4: 75,954 shares 75,954 $2.17M 0.17% -36,061 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,289 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,223 shares; 2025Q4: 102,319 shares 102,319 $2.15M 0.17% +58,096 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,620 shares; 2025Q1: 47,868 shares; 2025Q2: 50,332 shares; 2025Q3: 43,343 shares; 2025Q4: 40,196 shares 40,196 $2.15M 0.17% -3,147 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: restricted; 2024Q4: 23,118 shares; 2025Q1: 21,949 shares; 2025Q2: 32,630 shares; 2025Q3: 32,050 shares; 2025Q4: 31,708 shares 31,708 $2.13M 0.17% -342 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,556 shares; 2025Q1: 7,769 shares; 2025Q2: 4,973 shares; 2025Q3: 5,700 shares; 2025Q4: 5,889 shares 5,889 $2.03M 0.16% +189 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: restricted; 2024Q4: 12,744 shares; 2025Q1: 13,322 shares; 2025Q2: 4,784 shares; 2025Q3: 4,424 shares; 2025Q4: 7,004 shares 7,004 $2M 0.16% +2,580 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: restricted; 2024Q4: 236,772 shares; 2025Q1: 170,551 shares; 2025Q2: 158,715 shares; 2025Q3: 25,001 shares; 2025Q4: 34,575 shares 34,575 $1.98M 0.16% +9,574 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,118 shares; 2025Q1: 27,213 shares; 2025Q2: 34,555 shares; 2025Q3: 48,084 shares; 2025Q4: 51,041 shares 51,041 $1.95M 0.15% +2,957 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,427 shares; 2025Q4: 41,435 shares 41,435 $1.92M 0.15% +24,008 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,392 shares; 2025Q1: 1,739 shares; 2025Q2: 4,728 shares; 2025Q3: 3,971 shares; 2025Q4: 3,350 shares 3,350 $1.91M 0.15% -621 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,780 shares; 2025Q1: 1,936 shares; 2025Q2: 2,209 shares; 2025Q3: 2,330 shares; 2025Q4: 2,524 shares 2,524 $1.9M 0.15% +194 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,308 shares; 2025Q1: 27,480 shares; 2025Q2: 27,170 shares; 2025Q3: 30,799 shares; 2025Q4: 36,195 shares 36,195 $1.87M 0.15% +5,396 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,744 shares; 2025Q1: 29,332 shares; 2025Q2: 37,189 shares; 2025Q3: 15,746 shares; 2025Q4: 17,946 shares 17,946 $1.84M 0.15% +2,200 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,353 shares; 2025Q1: 13,980 shares; 2025Q2: 10,151 shares; 2025Q3: 20,072 shares; 2025Q4: 19,624 shares 19,624 $1.8M 0.14% -448 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,471 shares; 2025Q1: 5,734 shares; 2025Q2: 6,345 shares; 2025Q3: 5,188 shares; 2025Q4: 5,719 shares 5,719 $1.79M 0.14% +531 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,969 shares; 2025Q1: 8,531 shares; 2025Q2: 6,378 shares; 2025Q3: 8,577 shares; 2025Q4: 8,587 shares 8,587 $1.78M 0.14% +10 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,730 shares; 2025Q1: 19,948 shares; 2025Q2: 19,759 shares; 2025Q3: 21,774 shares; 2025Q4: 22,759 shares 22,759 $1.75M 0.14% +985 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,987 shares; 2025Q1: 5,427 shares; 2025Q2: 7,491 shares; 2025Q3: 10,334 shares; 2025Q4: 12,185 shares 12,185 $1.75M 0.14% +1,851 Timeline KNGZ FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 29,149 shares; 2025Q2: 38,739 shares; 2025Q3: 45,815 shares; 2025Q4: 45,965 shares 45,965 $1.65M 0.13% +150 Timeline JSI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,396 shares 31,396 $1.63M 0.13% new Timeline EMOT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 43,891 shares; 2025Q2: 56,275 shares; 2025Q3: 66,898 shares; 2025Q4: 67,592 shares 67,592 $1.61M 0.13% +694 Timeline IJAN 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,456 shares 43,456 $1.57M 0.12% new Timeline IJUL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,888 shares 46,888 $1.57M 0.12% new Timeline IAPR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,905 shares 50,905 $1.57M 0.12% new Timeline IOCT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,778 shares 44,778 $1.56M 0.12% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,334 shares; 2025Q1: 4,249 shares; 2025Q2: 1,344 shares; 2025Q3: 2,364 shares; 2025Q4: 2,687 shares 2,687 $1.54M 0.12% +323 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: restricted; 2024Q4: 20,023 shares; 2025Q1: 20,485 shares; 2025Q2: 21,738 shares; 2025Q3: 20,883 shares; 2025Q4: 18,934 shares 18,934 $1.49M 0.12% -1,949 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,735 shares; 2025Q4: 59,231 shares 59,231 $1.49M 0.12% +16,496 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,822 shares; 2025Q1: 9,166 shares; 2025Q2: 9,821 shares; 2025Q3: 17,110 shares; 2025Q4: 20,876 shares 20,876 $1.45M 0.12% +3,766 Timeline FTLS 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: restricted; 2024Q4: 4,647 shares; 2025Q1: 13,421 shares; 2025Q2: 16,407 shares; 2025Q3: 19,294 shares; 2025Q4: 20,339 shares 20,339 $1.44M 0.11% +1,045 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: restricted; 2024Q4: 31,730 shares; 2025Q1: 36,220 shares; 2025Q2: 117,269 shares; 2025Q3: 5,353 shares; 2025Q4: 31,725 shares 31,725 $1.42M 0.11% +26,372 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,893 shares; 2025Q3: 3,917 shares; 2025Q4: 3,175 shares 3,175 $1.42M 0.11% -742 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: restricted; 2024Q4: 4,921 shares; 2025Q1: 5,871 shares; 2025Q2: 13,564 shares; 2025Q3: 14,158 shares; 2025Q4: 15,194 shares 15,194 $1.42M 0.11% +1,036 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,671 shares; 2025Q1: 13,448 shares; 2025Q2: 13,758 shares; 2025Q3: 13,711 shares; 2025Q4: 13,746 shares 13,746 $1.4M 0.11% +35 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,708 shares; 2025Q1: 18,736 shares; 2025Q2: 18,758 shares; 2025Q3: 18,348 shares; 2025Q4: 18,334 shares 18,334 $1.39M 0.11% -14 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,613 shares; 2025Q4: 8,826 shares 8,826 $1.38M 0.11% +3,213 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: restricted; 2024Q4: 10,340 shares; 2025Q1: 19,329 shares; 2025Q2: 14,216 shares; 2025Q3: 26,495 shares; 2025Q4: 41,988 shares 41,988 $1.37M 0.11% +15,493 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: restricted; 2024Q4: 7,281 shares; 2025Q1: 6,444 shares; 2025Q2: 13,908 shares; 2025Q3: 23,155 shares; 2025Q4: 33,503 shares 33,503 $1.36M 0.11% +10,348 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: restricted; 2024Q4: 21,553 shares; 2025Q1: 16,461 shares; 2025Q2: 19,190 shares; 2025Q3: 9,420 shares; 2025Q4: 8,915 shares 8,915 $1.36M 0.11% -505 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,822 shares; 2025Q3: 7,100 shares; 2025Q4: 5,863 shares 5,863 $1.35M 0.11% -1,237 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,327 shares 4,327 $1.34M 0.11% new 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: restricted; 2024Q4: 27,610 shares; 2025Q1: 32,926 shares; 2025Q2: 52,207 shares; 2025Q3: 51,430 shares; 2025Q4: 52,363 shares 52,363 $1.33M 0.11% +933 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,581 shares; 2025Q3: 12,234 shares; 2025Q4: 10,171 shares 10,171 $1.33M 0.11% -2,063 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,642 shares; 2025Q1: 1,733 shares; 2025Q2: 4,795 shares; 2025Q3: 3,006 shares; 2025Q4: 5,830 shares 5,830 $1.33M 0.11% +2,824 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,466 shares; 2025Q1: 6,761 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,286 shares 14,286 $1.33M 0.11% new 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: restricted; 2024Q4: 4,547 shares; 2025Q1: 8,469 shares; 2025Q2: 7,870 shares; 2025Q3: 9,599 shares; 2025Q4: 26,200 shares 26,200 $1.33M 0.11% +16,601 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,541 shares; 2025Q1: 20,008 shares; 2025Q2: 55,409 shares; 2025Q3: 34,919 shares; 2025Q4: 31,807 shares 31,807 $1.31M 0.1% -3,112 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,097 shares 33,097 $1.31M 0.1% new 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: restricted; 2024Q4: 4,036 shares; 2025Q1: 6,154 shares; 2025Q2: 15,123 shares; 2025Q3: 18,930 shares; 2025Q4: 22,587 shares 22,587 $1.3M 0.1% +3,657 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,588 shares; 2025Q3: 62,228 shares; 2025Q4: 62,332 shares 62,332 $1.25M 0.1% +104 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,725 shares; 2025Q2: 12,666 shares; 2025Q3: 13,371 shares; 2025Q4: 16,187 shares 16,187 $1.23M 0.1% +2,816 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: restricted; 2024Q4: 7,673 shares; 2025Q1: 6,042 shares; 2025Q2: 4,349 shares; 2025Q3: 7,067 shares; 2025Q4: 8,479 shares 8,479 $1.22M 0.1% +1,412 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 288,071 shares; 2025Q1: 154,809 shares; 2025Q2: 56,178 shares; 2025Q3: 15,815 shares; 2025Q4: 27,288 shares 27,288 $1.21M 0.1% +11,473 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,428 shares; 2025Q1: 73,116 shares; 2025Q2: 38,795 shares; 2025Q3: 17,398 shares; 2025Q4: 26,973 shares 26,973 $1.21M 0.1% +9,575 Timeline EJUL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,112 shares 40,112 $1.19M 0.09% new Timeline EJAN 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,964 shares 34,964 $1.18M 0.09% new Timeline QFLR 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: restricted; 2024Q4: 12,227 shares; 2025Q1: 15,704 shares; 2025Q2: 17,760 shares; 2025Q3: 27,493 shares; 2025Q4: 33,881 shares 33,881 $1.16M 0.09% +6,388 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,992 shares; 2025Q4: 41,796 shares 41,796 $1.14M 0.09% +14,804 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 905 shares; 2025Q1: 1,694 shares; 2025Q2: 1,364 shares; 2025Q3: 2,464 shares; 2025Q4: 2,380 shares 2,380 $1.13M 0.09% -84 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,940 shares; 2025Q1: 3,777 shares; 2025Q2: 3,710 shares; 2025Q3: 3,390 shares; 2025Q4: 6,321 shares 6,321 $1.12M 0.09% +2,931 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: restricted; 2024Q4: 5,354 shares; 2025Q1: 4,361 shares; 2025Q2: 7,434 shares; 2025Q3: 11,042 shares; 2025Q4: 13,123 shares 13,123 $1.12M 0.09% +2,081 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: restricted; 2024Q4: 2,779 shares; 2025Q1: 3,585 shares; 2025Q2: 6,281 shares; 2025Q3: 7,008 shares; 2025Q4: 7,290 shares 7,290 $1.11M 0.09% +282 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,813 shares; 2025Q3: 3,960 shares; 2025Q4: 4,756 shares 4,756 $1.1M 0.09% +796 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,143 shares; 2025Q1: 34,421 shares; 2025Q2: 19,921 shares; 2025Q3: 25,557 shares; 2025Q4: 11,307 shares 11,307 $1.1M 0.09% -14,250 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,263 shares; 2025Q3: 8,290 shares; 2025Q4: 9,578 shares 9,578 $1.08M 0.09% +1,288 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,877 shares; 2025Q3: 7,435 shares; 2025Q4: 16,692 shares 16,692 $1.08M 0.09% +9,257 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,724 shares; 2025Q4: 25,664 shares 25,664 $1.06M 0.08% +19,940 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,422 shares; 2025Q1: 18,120 shares; 2025Q2: 17,789 shares; 2025Q3: 15,193 shares; 2025Q4: 20,002 shares 20,002 $1.06M 0.08% +4,809 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: restricted; 2024Q4: 36,696 shares; 2025Q1: 37,081 shares; 2025Q2: 40,197 shares; 2025Q3: 22,061 shares; 2025Q4: 21,698 shares 21,698 $1.05M 0.08% -363 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: restricted; 2024Q4: 107,248 shares; 2025Q1: 64,050 shares; 2025Q2: 124,160 shares; 2025Q3: 8,522 shares; 2025Q4: 9,748 shares 9,748 $1.04M 0.08% +1,226 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127,018 shares; 2025Q3: 56,986 shares; 2025Q4: 36,044 shares 36,044 $1.04M 0.08% -20,942 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,947 shares 20,947 $1.03M 0.08% new 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: restricted; 2024Q4: 33,908 shares; 2025Q1: 36,521 shares; 2025Q2: 10,624 shares; 2025Q3: 12,697 shares; 2025Q4: 18,616 shares 18,616 $1.02M 0.08% +5,919 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,063 shares; 2025Q2: 3,990 shares; 2025Q3: 14,020 shares; 2025Q4: 14,544 shares 14,544 $1.01M 0.08% +524 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,960 shares; 2025Q4: 19,100 shares 19,100 $1.01M 0.08% +4,140 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,577 shares; 2025Q1: 1,029 shares; 2025Q2: 1,818 shares; 2025Q3: 2,834 shares; 2025Q4: 2,927 shares 2,927 $1M 0.08% +93 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 225,026 shares; 2025Q1: 316,979 shares; 2025Q2: 1,755,440 shares; 2025Q3: 59,874 shares; 2025Q4: 56,614 shares 56,614 $1M 0.08% -3,260 Timeline QQQH 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,511 shares; 2025Q3: 10,593 shares; 2025Q4: 18,399 shares 18,399 $999K 0.08% +7,806 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,552 shares; 2025Q4: 31,129 shares 31,129 $998K 0.08% +9,577 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,339 shares; 2025Q3: 2,595 shares; 2025Q4: 2,048 shares 2,048 $998K 0.08% -547 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: restricted; 2024Q4: 14,235 shares; 2025Q1: 17,038 shares; 2025Q2: 18,640 shares; 2025Q3: 7,690 shares; 2025Q4: 15,117 shares 15,117 $974K 0.08% +7,427 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: restricted; 2024Q4: 97,711 shares; 2025Q1: 99,906 shares; 2025Q2: 117,682 shares; 2025Q3: 73,721 shares; 2025Q4: 73,547 shares 73,547 $965K 0.08% -174 Timeline VGIT 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: restricted; 2024Q4: 17,081 shares; 2025Q1: 13,694 shares; 2025Q2: 13,690 shares; 2025Q3: 15,188 shares; 2025Q4: 15,999 shares 15,999 $959K 0.08% +811 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,594 shares; 2025Q1: 5,729 shares; 2025Q2: 5,611 shares; 2025Q3: 7,870 shares; 2025Q4: 8,588 shares 8,588 $946K 0.08% +718 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: restricted; 2024Q4: 195,913 shares; 2025Q1: 478,525 shares; 2025Q2: 281,530 shares; 2025Q3: 12,648 shares; 2025Q4: 16,648 shares 16,648 $946K 0.08% +4,000 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,745 shares 12,745 $938K 0.07% new Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,254 shares; 2025Q1: 6,254 shares; 2025Q2: 6,265 shares; 2025Q3: 6,176 shares; 2025Q4: 16,935 shares 16,935 $929K 0.07% +10,759 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: restricted; 2024Q4: 742 shares; 2025Q1: 1,153 shares; 2025Q2: 1,786 shares; 2025Q3: 1,918 shares; 2025Q4: 2,249 shares 2,249 $928K 0.07% +331 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,408 shares; 2025Q3: 3,935 shares; 2025Q4: 2,973 shares 2,973 $928K 0.07% -962 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,629 shares; 2025Q2: 36,087 shares; 2025Q3: 22,730 shares; 2025Q4: 24,262 shares 24,262 $918K 0.07% +1,532 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,801 shares; 2025Q4: 16,222 shares 16,222 $914K 0.07% +1,421 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,647 shares; 2025Q3: 26,007 shares; 2025Q4: 27,159 shares 27,159 $904K 0.07% +1,152 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,791 shares; 2025Q1: 15,999 shares; 2025Q2: 17,020 shares; 2025Q3: 16,198 shares; 2025Q4: 19,660 shares 19,660 $899K 0.07% +3,462 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,910 shares; 2025Q1: not reported; 2025Q2: 5,268 shares; 2025Q3: 15,049 shares; 2025Q4: 20,632 shares 20,632 $898K 0.07% +5,583 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,851 shares; 2025Q4: 6,444 shares 6,444 $897K 0.07% +2,593 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: restricted; 2024Q4: 23,321 shares; 2025Q1: 21,197 shares; 2025Q2: 14,621 shares; 2025Q3: 10,045 shares; 2025Q4: 7,833 shares 7,833 $892K 0.07% -2,212 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: restricted; 2024Q4: 2,547 shares; 2025Q1: 2,925 shares; 2025Q2: 1,435 shares; 2025Q3: 2,576 shares; 2025Q4: 3,359 shares 3,359 $864K 0.07% +783 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,784 shares; 2025Q1: 8,290 shares; 2025Q2: 7,729 shares; 2025Q3: 2,680 shares; 2025Q4: 2,812 shares 2,812 $859K 0.07% +132 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,391 shares; 2025Q3: 22,297 shares; 2025Q4: 22,235 shares 22,235 $857K 0.07% -62 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,773 shares; 2025Q1: 23,080 shares; 2025Q2: 7,283 shares; 2025Q3: 6,732 shares; 2025Q4: 4,806 shares 4,806 $854K 0.07% -1,926 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,394 shares; 2025Q1: 5,336 shares; 2025Q2: 4,511 shares; 2025Q3: 9,455 shares; 2025Q4: 16,407 shares 16,407 $840K 0.07% +6,952 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,742 shares; 2025Q1: 59,003 shares; 2025Q2: 147,326 shares; 2025Q3: 20,050 shares; 2025Q4: 19,616 shares 19,616 $839K 0.07% -434 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: restricted; 2024Q4: 53,830 shares; 2025Q1: 46,797 shares; 2025Q2: 87,238 shares; 2025Q3: 50,521 shares; 2025Q4: 35,847 shares 35,847 $838K 0.07% -14,674 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,742 shares; 2025Q3: 11,988 shares; 2025Q4: 16,795 shares 16,795 $837K 0.07% +4,807 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: restricted; 2024Q4: 10,862 shares; 2025Q1: 8,870 shares; 2025Q2: 7,423 shares; 2025Q3: 12,079 shares; 2025Q4: 10,732 shares 10,732 $836K 0.07% -1,347 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,766 shares; 2025Q4: 11,496 shares 11,496 $825K 0.07% +5,730 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: restricted; 2024Q4: 7,480 shares; 2025Q1: not reported; 2025Q2: 21,881 shares; 2025Q3: 13,491 shares; 2025Q4: 16,496 shares 16,496 $825K 0.07% +3,005 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,758 shares; 2025Q3: 6,804 shares; 2025Q4: 6,824 shares 6,824 $814K 0.06% +20 Timeline XAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,019 shares; 2025Q4: 22,335 shares 22,335 $814K 0.06% +15,316 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: restricted; 2024Q4: 14,699 shares; 2025Q1: 12,877 shares; 2025Q2: 16,184 shares; 2025Q3: 15,938 shares; 2025Q4: 15,356 shares 15,356 $810K 0.06% -582 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: restricted; 2024Q4: 1,086 shares; 2025Q1: 1,920 shares; 2025Q2: 2,004 shares; 2025Q3: 2,648 shares; 2025Q4: 2,884 shares 2,884 $805K 0.06% +236 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,695 shares; 2025Q1: 5,534 shares; 2025Q2: 5,447 shares; 2025Q3: 8,569 shares; 2025Q4: 14,323 shares 14,323 $801K 0.06% +5,754 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,444 shares; 2025Q4: 12,379 shares 12,379 $797K 0.06% +2,935 Timeline BNDI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,605 shares 16,605 $790K 0.06% new 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: restricted; 2024Q4: not reported; 2025Q1: 3,601 shares; 2025Q2: 5,392 shares; 2025Q3: 5,969 shares; 2025Q4: 6,687 shares 6,687 $780K 0.06% +718 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: restricted; 2024Q4: 1,011 shares; 2025Q1: 723 shares; 2025Q2: 742 shares; 2025Q3: 845 shares; 2025Q4: 1,599 shares 1,599 $773K 0.06% +754 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,512 shares; 2025Q1: 9,831 shares; 2025Q2: 9,417 shares; 2025Q3: 8,039 shares; 2025Q4: 8,225 shares 8,225 $773K 0.06% +186 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 949 shares; 2025Q1: 1,250 shares; 2025Q2: 1,610 shares; 2025Q3: 2,368 shares; 2025Q4: 2,652 shares 2,652 $763K 0.06% +284 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,351 shares; 2025Q1: 16,256 shares; 2025Q2: 15,897 shares; 2025Q3: 14,483 shares; 2025Q4: 15,195 shares 15,195 $758K 0.06% +712 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,249 shares; 2025Q1: 12,083 shares; 2025Q2: 5,647 shares; 2025Q3: 5,879 shares; 2025Q4: 18,947 shares 18,947 $757K 0.06% +13,068 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,141 shares; 2025Q1: 1,744 shares; 2025Q2: 1,236 shares; 2025Q3: 805 shares; 2025Q4: 871 shares 871 $751K 0.06% +66 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: restricted; 2024Q4: 1,881 shares; 2025Q1: 1,869 shares; 2025Q2: 6,300 shares; 2025Q3: 3,074 shares; 2025Q4: 2,283 shares 2,283 $747K 0.06% -791 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,183 shares; 2025Q1: 3,778 shares; 2025Q2: 4,469 shares; 2025Q3: 8,473 shares; 2025Q4: 9,318 shares 9,318 $744K 0.06% +845 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,945 shares; 2025Q1: 2,364 shares; 2025Q2: not reported; 2025Q3: 3,768 shares; 2025Q4: 4,452 shares 4,452 $738K 0.06% +684 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,183 shares; 2025Q1: 4,474 shares; 2025Q2: 3,353 shares; 2025Q3: 5,388 shares; 2025Q4: 5,206 shares 5,206 $734K 0.06% -182 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,868 shares; 2025Q4: 8,122 shares 8,122 $731K 0.06% +4,254 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: restricted; 2024Q4: 1,286 shares; 2025Q1: 1,460 shares; 2025Q2: 2,106 shares; 2025Q3: 2,264 shares; 2025Q4: 2,158 shares 2,158 $727K 0.06% -106 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,621 shares; 2025Q1: 23,343 shares; 2025Q2: 23,271 shares; 2025Q3: 24,550 shares; 2025Q4: 27,348 shares 27,348 $723K 0.06% +2,798 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,781 shares; 2025Q4: 12,670 shares 12,670 $718K 0.06% +6,889 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,214 shares; 2025Q4: 32,688 shares 32,688 $708K 0.06% +10,474 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,965 shares; 2025Q1: 19,236 shares; 2025Q2: 17,893 shares; 2025Q3: 17,577 shares; 2025Q4: 16,451 shares 16,451 $707K 0.06% -1,126 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: restricted; 2024Q4: 896 shares; 2025Q1: 841 shares; 2025Q2: not reported; 2025Q3: 1,979 shares; 2025Q4: 2,214 shares 2,214 $705K 0.06% +235 Timeline CPRY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 21,219 shares; 2025Q2: 28,660 shares; 2025Q3: 31,844 shares; 2025Q4: 26,072 shares 26,072 $704K 0.06% -5,772 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,596 shares; 2025Q1: 4,634 shares; 2025Q2: 3,089 shares; 2025Q3: 2,470 shares; 2025Q4: 3,189 shares 3,189 $701K 0.06% +719 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,620 shares; 2025Q4: 17,788 shares 17,788 $700K 0.06% +12,168 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: restricted; 2024Q4: 44,764 shares; 2025Q1: 44,786 shares; 2025Q2: 30,991 shares; 2025Q3: 31,675 shares; 2025Q4: 32,575 shares 32,575 $696K 0.06% +900 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,386 shares; 2025Q4: 17,269 shares 17,269 $691K 0.05% +11,883 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: restricted; 2024Q4: 1,862 shares; 2025Q1: 1,860 shares; 2025Q2: 2,357 shares; 2025Q3: 2,555 shares; 2025Q4: 2,723 shares 2,723 $682K 0.05% +168 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,925 shares; 2025Q1: 28,484 shares; 2025Q2: 53,284 shares; 2025Q3: not reported; 2025Q4: 11,134 shares 11,134 $681K 0.05% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,223 shares; 2025Q4: 3,788 shares 3,788 $680K 0.05% +2,565 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,900 shares; 2025Q3: 119,570 shares; 2025Q4: 107,510 shares 107,510 $677K 0.05% -12,060 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 22,133 shares; 2025Q2: 26,695 shares; 2025Q3: 32,337 shares; 2025Q4: 32,802 shares 32,802 $674K 0.05% +465 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,944 shares; 2025Q2: 29,229 shares; 2025Q3: 32,309 shares; 2025Q4: 32,195 shares 32,195 $670K 0.05% -114 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,435 shares 8,435 $666K 0.05% new 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: restricted; 2024Q4: 12,032 shares; 2025Q1: 13,912 shares; 2025Q2: 14,577 shares; 2025Q3: 10,713 shares; 2025Q4: 7,014 shares 7,014 $660K 0.05% -3,699 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,473 shares; 2025Q2: 58,502 shares; 2025Q3: 37,331 shares; 2025Q4: 17,556 shares 17,556 $650K 0.05% -19,775 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,121 shares 3,121 $650K 0.05% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,983 shares; 2025Q3: 15,760 shares; 2025Q4: 13,996 shares 13,996 $647K 0.05% -1,764 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: restricted; 2024Q4: 38,622 shares; 2025Q1: 34,295 shares; 2025Q2: 35,622 shares; 2025Q3: 31,857 shares; 2025Q4: 27,818 shares 27,818 $641K 0.05% -4,039 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,991 shares; 2025Q1: 13,873 shares; 2025Q2: 13,228 shares; 2025Q3: 13,392 shares; 2025Q4: 12,923 shares 12,923 $639K 0.05% -469 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,346 shares; 2025Q1: 2,778 shares; 2025Q2: 545 shares; 2025Q3: 827 shares; 2025Q4: 726 shares 726 $638K 0.05% -101 Timeline BLV 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: restricted; 2024Q4: 11,015 shares; 2025Q1: 9,182 shares; 2025Q2: 7,152 shares; 2025Q3: 9,332 shares; 2025Q4: 9,170 shares 9,170 $637K 0.05% -162 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,291 shares; 2025Q4: 10,294 shares 10,294 $623K 0.05% +2,003 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,649 shares; 2025Q4: 2,959 shares 2,959 $622K 0.05% +310 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,889 shares; 2025Q4: 3,242 shares 3,242 $620K 0.05% +1,353 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,123 shares 15,123 $619K 0.05% new Timeline CPNQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,321 shares; 2025Q2: 13,071 shares; 2025Q3: 13,098 shares; 2025Q4: 23,313 shares 23,313 $619K 0.05% +10,215 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: restricted; 2024Q4: 7,148 shares; 2025Q1: 6,369 shares; 2025Q2: 6,964 shares; 2025Q3: 10,353 shares; 2025Q4: 10,313 shares 10,313 $618K 0.05% -40 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,940 shares; 2025Q3: 10,531 shares; 2025Q4: 12,653 shares 12,653 $617K 0.05% +2,122 Timeline JBBB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,893 shares 12,893 $615K 0.05% new 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: restricted; 2024Q4: 13,500 shares; 2025Q1: 13,092 shares; 2025Q2: 1,351 shares; 2025Q3: 3,792 shares; 2025Q4: 3,840 shares 3,840 $615K 0.05% +48 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 886 shares; 2025Q1: 1,827 shares; 2025Q2: 5,493 shares; 2025Q3: 2,927 shares; 2025Q4: 2,169 shares 2,169 $597K 0.05% -758 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,256 shares; 2025Q1: 16,262 shares; 2025Q2: not reported; 2025Q3: 1,616 shares; 2025Q4: 3,486 shares 3,486 $597K 0.05% +1,870 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,026 shares; 2025Q4: 8,020 shares 8,020 $595K 0.05% -1,006 Timeline COM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,571 shares; 2025Q4: 19,784 shares 19,784 $585K 0.05% +7,213 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 138,643 shares; 2025Q1: 69,768 shares; 2025Q2: 50,931 shares; 2025Q3: not reported; 2025Q4: 14,047 shares 14,047 $585K 0.05% new 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: restricted; 2024Q4: 89,684 shares; 2025Q1: 33,065 shares; 2025Q2: 29,023 shares; 2025Q3: 8,639 shares; 2025Q4: 7,202 shares 7,202 $585K 0.05% -1,437 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,351 shares; 2025Q3: 1,495 shares; 2025Q4: 2,258 shares 2,258 $580K 0.05% +763 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: restricted; 2024Q4: 63,816 shares; 2025Q1: 28,840 shares; 2025Q2: 93,358 shares; 2025Q3: 6,395 shares; 2025Q4: 13,288 shares 13,288 $567K 0.05% +6,893 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: restricted; 2024Q4: 10,283 shares; 2025Q1: 9,234 shares; 2025Q2: 9,040 shares; 2025Q3: 6,751 shares; 2025Q4: 6,664 shares 6,664 $564K 0.04% -87 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,405 shares; 2025Q1: 3,402 shares; 2025Q2: 3,572 shares; 2025Q3: not reported; 2025Q4: 4,321 shares 4,321 $557K 0.04% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,519 shares; 2025Q1: 2,136 shares; 2025Q2: 2,964 shares; 2025Q3: 1,899 shares; 2025Q4: 1,881 shares 1,881 $557K 0.04% -18 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,035 shares; 2025Q4: 8,234 shares 8,234 $551K 0.04% +3,199 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,165 shares; 2025Q4: 5,956 shares 5,956 $548K 0.04% -209 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,304 shares; 2025Q1: 5,648 shares; 2025Q2: 5,293 shares; 2025Q3: 4,345 shares; 2025Q4: 2,701 shares 2,701 $539K 0.04% -1,644 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,677 shares; 2025Q1: 10,925 shares; 2025Q2: 6,456 shares; 2025Q3: 4,042 shares; 2025Q4: 3,537 shares 3,537 $539K 0.04% -505 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,460 shares 15,460 $533K 0.04% new Timeline RFLR 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: restricted; 2024Q4: 10,285 shares; 2025Q1: 14,275 shares; 2025Q2: 17,496 shares; 2025Q3: 17,458 shares; 2025Q4: 18,550 shares 18,550 $528K 0.04% +1,092 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,660 shares; 2025Q1: 53,976 shares; 2025Q2: 11,479 shares; 2025Q3: 6,633 shares; 2025Q4: 11,127 shares 11,127 $527K 0.04% +4,494 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,018 shares; 2025Q3: 1,549 shares; 2025Q4: 1,789 shares 1,789 $525K 0.04% +240 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,176 shares; 2025Q3: not reported; 2025Q4: 23,117 shares 23,117 $522K 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,472 shares 19,472 $520K 0.04% new Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,661 shares; 2025Q1: 18,899 shares; 2025Q2: 9,381 shares; 2025Q3: 8,160 shares; 2025Q4: 10,453 shares 10,453 $511K 0.04% +2,293 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,159 shares; 2025Q4: 7,725 shares 7,725 $510K 0.04% +1,566 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,320 shares; 2025Q1: 10,956 shares; 2025Q2: not reported; 2025Q3: 3,177 shares; 2025Q4: 11,208 shares 11,208 $508K 0.04% +8,031 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,085 shares; 2025Q3: 5,609 shares; 2025Q4: 4,966 shares 4,966 $505K 0.04% -643 Timeline MSMR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,980 shares; 2025Q3: 12,143 shares; 2025Q4: 14,432 shares 14,432 $503K 0.04% +2,289 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136,471 shares; 2025Q1: 200,898 shares; 2025Q2: 295,291 shares; 2025Q3: 11,764 shares; 2025Q4: 11,318 shares 11,318 $501K 0.04% -446 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,504 shares; 2025Q2: 48,237 shares; 2025Q3: 30,746 shares; 2025Q4: 14,646 shares 14,646 $497K 0.04% -16,100 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,185 shares; 2025Q1: 28,451 shares; 2025Q2: 155,272 shares; 2025Q3: 7,019 shares; 2025Q4: 12,275 shares 12,275 $495K 0.04% +5,256 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,309 shares; 2025Q3: 6,372 shares; 2025Q4: 9,031 shares 9,031 $494K 0.04% +2,659 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,018 shares; 2025Q3: 6,728 shares; 2025Q4: 6,526 shares 6,526 $492K 0.04% -202 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,822 shares 15,822 $490K 0.04% new Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,616 shares; 2025Q3: 2,767 shares; 2025Q4: 3,741 shares 3,741 $488K 0.04% +974 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: restricted; 2024Q4: 8,777 shares; 2025Q1: 52,472 shares; 2025Q2: 89,874 shares; 2025Q3: not reported; 2025Q4: 8,321 shares 8,321 $484K 0.04% new Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,039 shares; 2025Q3: 2,623 shares; 2025Q4: 1,720 shares 1,720 $484K 0.04% -903 Timeline MSTY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,119 shares 16,119 $477K 0.04% new Timeline VIXM PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,465 shares; 2025Q4: 31,178 shares 31,178 $476K 0.04% +13,713 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: restricted; 2024Q4: 2,494 shares; 2025Q1: not reported; 2025Q2: 1,053 shares; 2025Q3: 2,111 shares; 2025Q4: 1,928 shares 1,928 $475K 0.04% -183 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,428 shares; 2025Q4: 4,535 shares 4,535 $472K 0.04% +1,107 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,912 shares; 2025Q1: 4,206 shares; 2025Q2: 3,523 shares; 2025Q3: 3,502 shares; 2025Q4: 3,410 shares 3,410 $467K 0.04% -92 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,721 shares; 2025Q3: 21,627 shares; 2025Q4: 22,591 shares 22,591 $466K 0.04% +964 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: restricted; 2024Q4: 23,924 shares; 2025Q1: 131,113 shares; 2025Q2: 72,764 shares; 2025Q3: 6,320 shares; 2025Q4: 5,322 shares 5,322 $464K 0.04% -998 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: restricted; 2024Q4: 30,717 shares; 2025Q1: 22,689 shares; 2025Q2: 6,937 shares; 2025Q3: 2,393 shares; 2025Q4: 2,989 shares 2,989 $464K 0.04% +596 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,051 shares; 2025Q1: 4,054 shares; 2025Q2: 2,716 shares; 2025Q3: 2,730 shares; 2025Q4: 2,732 shares 2,732 $463K 0.04% +2 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: restricted; 2024Q4: 3,646 shares; 2025Q1: 2,693 shares; 2025Q2: 2,493 shares; 2025Q3: 1,494 shares; 2025Q4: 3,678 shares 3,678 $461K 0.04% +2,184 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,097 shares; 2025Q4: 6,299 shares 6,299 $460K 0.04% +1,202 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,831 shares; 2025Q4: 5,155 shares 5,155 $460K 0.04% +2,324 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: restricted; 2024Q4: 1,023 shares; 2025Q1: not reported; 2025Q2: 1,406 shares; 2025Q3: 1,196 shares; 2025Q4: 1,480 shares 1,480 $450K 0.04% +284 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,795 shares; 2025Q3: 2,233 shares; 2025Q4: 2,628 shares 2,628 $450K 0.04% +395 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,432 shares; 2025Q1: 2,480 shares; 2025Q2: 2,172 shares; 2025Q3: 2,253 shares; 2025Q4: 1,447 shares 1,447 $446K 0.04% -806 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,003 shares; 2025Q3: 6,371 shares; 2025Q4: 8,474 shares 8,474 $445K 0.04% +2,103 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: restricted; 2024Q4: 110,379 shares; 2025Q1: 104,522 shares; 2025Q2: 17,039 shares; 2025Q3: 16,022 shares; 2025Q4: 15,499 shares 15,499 $441K 0.04% -523 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: restricted; 2024Q4: 36,069 shares; 2025Q1: 53,574 shares; 2025Q2: 31,169 shares; 2025Q3: 22,517 shares; 2025Q4: 23,061 shares 23,061 $440K 0.03% +544 Timeline UAPR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,934 shares; 2025Q3: 25,080 shares; 2025Q4: 13,354 shares 13,354 $438K 0.03% -11,726 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,857 shares; 2025Q3: 3,391 shares; 2025Q4: 1,987 shares 1,987 $436K 0.03% -1,404 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,364 shares 2,364 $435K 0.03% new 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: restricted; 2024Q4: 2,972 shares; 2025Q1: 3,343 shares; 2025Q2: 4,407 shares; 2025Q3: 2,478 shares; 2025Q4: 4,129 shares 4,129 $435K 0.03% +1,651 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,435 shares; 2025Q3: 2,257 shares; 2025Q4: 2,363 shares 2,363 $433K 0.03% +106 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: restricted; 2024Q4: 711 shares; 2025Q1: 715 shares; 2025Q2: 1,122 shares; 2025Q3: 707 shares; 2025Q4: 487 shares 487 $428K 0.03% -220 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,318 shares; 2025Q3: 1,143 shares; 2025Q4: 1,207 shares 1,207 $427K 0.03% +64 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,101 shares; 2025Q4: 1,989 shares 1,989 $421K 0.03% +888 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,832 shares; 2025Q4: 12,770 shares 12,770 $418K 0.03% +3,938 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,740 shares; 2025Q1: 121,867 shares; 2025Q2: 226,891 shares; 2025Q3: 4,217 shares; 2025Q4: 7,311 shares 7,311 $417K 0.03% +3,094 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: restricted; 2024Q4: 18,502 shares; 2025Q1: 19,465 shares; 2025Q2: 41,299 shares; 2025Q3: 17,313 shares; 2025Q4: 16,629 shares 16,629 $413K 0.03% -684 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 167,425 shares; 2025Q1: 188,449 shares; 2025Q2: 299,289 shares; 2025Q3: 12,742 shares; 2025Q4: 7,968 shares 7,968 $412K 0.03% -4,774 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,931 shares; 2025Q1: 3,972 shares; 2025Q2: 1,848 shares; 2025Q3: 2,846 shares; 2025Q4: 2,092 shares 2,092 $408K 0.03% -754 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,413 shares; 2025Q4: 8,734 shares 8,734 $405K 0.03% +2,321 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,608 shares; 2025Q1: not reported; 2025Q2: 3,181 shares; 2025Q3: 4,103 shares; 2025Q4: 4,523 shares 4,523 $405K 0.03% +420 Timeline CPSD CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,728 shares; 2025Q2: 14,453 shares; 2025Q3: 14,478 shares; 2025Q4: 15,483 shares 15,483 $403K 0.03% +1,005 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,459 shares; 2025Q4: 4,224 shares 4,224 $403K 0.03% -235 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,156 shares; 2025Q3: 7,685 shares; 2025Q4: 4,695 shares 4,695 $402K 0.03% -2,990 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,424 shares; 2025Q4: 2,014 shares 2,014 $400K 0.03% +590 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,099 shares; 2025Q1: 8,424 shares; 2025Q2: 8,424 shares; 2025Q3: 15,632 shares; 2025Q4: 15,632 shares 15,632 $399K 0.03% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,158 shares; 2025Q3: 11,981 shares; 2025Q4: 7,313 shares 7,313 $394K 0.03% -4,668 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,592 shares 13,592 $384K 0.03% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,347 shares; 2025Q3: 43,898 shares; 2025Q4: 13,007 shares 13,007 $381K 0.03% -30,891 Timeline EMBX VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,492 shares 7,492 $379K 0.03% new Timeline TDSC EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,899 shares; 2025Q1: 50,544 shares; 2025Q2: 50,506 shares; 2025Q3: 50,126 shares; 2025Q4: 14,916 shares 14,916 $377K 0.03% -35,210 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: restricted; 2024Q4: 106,717 shares; 2025Q1: 98,543 shares; 2025Q2: 12,449 shares; 2025Q3: 14,343 shares; 2025Q4: 12,520 shares 12,520 $376K 0.03% -1,823 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,276 shares; 2025Q1: 16,179 shares; 2025Q2: 4,693 shares; 2025Q3: 3,037 shares; 2025Q4: 3,288 shares 3,288 $374K 0.03% +251 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,964 shares 7,964 $373K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: 975 shares; 2025Q2: 1,278 shares; 2025Q3: 1,234 shares; 2025Q4: 1,909 shares 1,909 $372K 0.03% +675 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,775 shares; 2025Q4: 7,768 shares 7,768 $371K 0.03% +2,993 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: restricted; 2024Q4: 6,201 shares; 2025Q1: 6,464 shares; 2025Q2: 8,017 shares; 2025Q3: 12,283 shares; 2025Q4: 3,809 shares 3,809 $367K 0.03% -8,474 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 638 shares; 2025Q3: 443 shares; 2025Q4: 453 shares 453 $367K 0.03% +10 Timeline BAPR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,290 shares; 2025Q3: 8,114 shares; 2025Q4: 7,632 shares 7,632 $366K 0.03% -482 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,337 shares; 2025Q1: 4,233 shares; 2025Q2: 1,082 shares; 2025Q3: not reported; 2025Q4: 777 shares 777 $363K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,735 shares; 2025Q3: 3,168 shares; 2025Q4: 3,094 shares 3,094 $363K 0.03% -74 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,686 shares; 2025Q4: 5,729 shares 5,729 $362K 0.03% +43 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,137 shares 12,137 $362K 0.03% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,614 shares; 2025Q1: 10,730 shares; 2025Q2: 7,695 shares; 2025Q3: 5,699 shares; 2025Q4: 4,037 shares 4,037 $361K 0.03% -1,662 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,472 shares 9,472 $361K 0.03% new Timeline TDSB EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,793 shares; 2025Q1: 20,813 shares; 2025Q2: 20,662 shares; 2025Q3: 19,993 shares; 2025Q4: 15,057 shares 15,057 $361K 0.03% -4,936 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 693 shares; 2025Q1: 693 shares; 2025Q2: 693 shares; 2025Q3: 864 shares; 2025Q4: 915 shares 915 $361K 0.03% +51 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: restricted; 2024Q4: 24,939 shares; 2025Q1: 18,293 shares; 2025Q2: 15,425 shares; 2025Q3: 19,339 shares; 2025Q4: 2,993 shares 2,993 $357K 0.03% -16,346 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,760 shares 3,760 $355K 0.03% new 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: restricted; 2024Q4: 2,566 shares; 2025Q1: 2,558 shares; 2025Q2: 2,585 shares; 2025Q3: 2,505 shares; 2025Q4: 2,512 shares 2,512 $354K 0.03% +7 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,602 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,696 shares; 2025Q4: 3,428 shares 3,428 $351K 0.03% +732 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,005 shares; 2025Q1: not reported; 2025Q2: 3,675 shares; 2025Q3: 2,394 shares; 2025Q4: 3,589 shares 3,589 $345K 0.03% +1,195 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: restricted; 2024Q4: 1,363 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 635 shares; 2025Q4: 709 shares 709 $341K 0.03% +74 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,188 shares; 2025Q4: 2,457 shares 2,457 $340K 0.03% +269 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,190 shares; 2025Q1: 16,549 shares; 2025Q2: 8,906 shares; 2025Q3: 7,411 shares; 2025Q4: 6,562 shares 6,562 $340K 0.03% -849 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 432 shares; 2025Q4: 555 shares 555 $340K 0.03% +123 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,271 shares; 2025Q4: 3,437 shares 3,437 $338K 0.03% +166 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: restricted; 2024Q4: 4,911 shares; 2025Q1: 4,638 shares; 2025Q2: 4,421 shares; 2025Q3: 2,091 shares; 2025Q4: 2,194 shares 2,194 $337K 0.03% +103 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,718 shares; 2025Q1: not reported; 2025Q2: 3,395 shares; 2025Q3: 4,768 shares; 2025Q4: 3,968 shares 3,968 $337K 0.03% -800 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: restricted; 2024Q4: 14,488 shares; 2025Q1: 14,618 shares; 2025Q2: 18,645 shares; 2025Q3: 15,298 shares; 2025Q4: 13,936 shares 13,936 $335K 0.03% -1,362 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,047 shares; 2025Q4: 4,023 shares 4,023 $334K 0.03% -1,024 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,211 shares 8,211 $326K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: 8,513 shares; 2025Q2: 69,672 shares; 2025Q3: 15,519 shares; 2025Q4: 12,659 shares 12,659 $326K 0.03% -2,860 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,013 shares; 2025Q1: 5,418 shares; 2025Q2: 5,816 shares; 2025Q3: 6,795 shares; 2025Q4: 4,928 shares 4,928 $325K 0.03% -1,867 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,671 shares; 2025Q4: 30,182 shares 30,182 $324K 0.03% +3,511 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,260 shares; 2025Q3: 9,479 shares; 2025Q4: 5,040 shares 5,040 $322K 0.03% -4,439 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,327 shares 1,327 $322K 0.03% new 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: restricted; 2024Q4: 10,234 shares; 2025Q1: 7,965 shares; 2025Q2: 8,450 shares; 2025Q3: 4,045 shares; 2025Q4: 4,164 shares 4,164 $321K 0.03% +119 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,052 shares 3,052 $320K 0.03% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,180 shares; 2025Q4: 6,955 shares 6,955 $317K 0.03% +1,775 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,415 shares 2,415 $313K 0.02% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,836 shares; 2025Q3: 1,324 shares; 2025Q4: 1,527 shares 1,527 $310K 0.02% +203 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: restricted; 2024Q4: 4,092 shares; 2025Q1: 3,943 shares; 2025Q2: 5,605 shares; 2025Q3: 2,322 shares; 2025Q4: 1,904 shares 1,904 $305K 0.02% -418 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,409 shares; 2025Q3: 1,091 shares; 2025Q4: 1,026 shares 1,026 $303K 0.02% -65 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 185,645 shares; 2025Q1: 125,732 shares; 2025Q2: 47,337 shares; 2025Q3: 6,940 shares; 2025Q4: 6,821 shares 6,821 $302K 0.02% -119 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,359 shares; 2025Q1: 4,584 shares; 2025Q2: 5,657 shares; 2025Q3: 6,486 shares; 2025Q4: 6,022 shares 6,022 $301K 0.02% -464 Timeline CNAV COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,731 shares 9,731 $301K 0.02% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 405 shares; 2025Q2: not reported; 2025Q3: 441 shares; 2025Q4: 521 shares 521 $297K 0.02% +80 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 979 shares 979 $296K 0.02% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,331 shares 2,331 $295K 0.02% new 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: restricted; 2024Q4: 5,375 shares; 2025Q1: 4,013 shares; 2025Q2: 3,916 shares; 2025Q3: 3,450 shares; 2025Q4: 1,977 shares 1,977 $295K 0.02% -1,473 Timeline VTWO 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: restricted; 2024Q4: 4,562 shares; 2025Q1: 3,814 shares; 2025Q2: 3,220 shares; 2025Q3: 3,045 shares; 2025Q4: 2,958 shares 2,958 $294K 0.02% -87 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: restricted; 2024Q4: 3,985 shares; 2025Q1: 3,879 shares; 2025Q2: 7,992 shares; 2025Q3: 3,428 shares; 2025Q4: 3,373 shares 3,373 $294K 0.02% -55 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,818 shares 13,818 $293K 0.02% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,666 shares; 2025Q3: 3,900 shares; 2025Q4: 2,645 shares 2,645 $289K 0.02% -1,255 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,941 shares 2,941 $288K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 873 shares; 2025Q4: 901 shares 901 $284K 0.02% +28 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,486 shares 6,486 $283K 0.02% new 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: restricted; 2024Q4: 6,634 shares; 2025Q1: 6,579 shares; 2025Q2: 919 shares; 2025Q3: 1,126 shares; 2025Q4: 1,455 shares 1,455 $283K 0.02% +329 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,274 shares; 2025Q4: 1,566 shares 1,566 $283K 0.02% +292 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,839 shares; 2025Q1: 5,549 shares; 2025Q2: 5,460 shares; 2025Q3: 5,872 shares; 2025Q4: 5,960 shares 5,960 $280K 0.02% +88 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,020 shares; 2025Q3: 2,038 shares; 2025Q4: 1,413 shares 1,413 $278K 0.02% -625 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: restricted; 2024Q4: not reported; 2025Q1: 1,570 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,553 shares 1,553 $275K 0.02% new Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,524 shares; 2025Q4: 3,822 shares 3,822 $275K 0.02% +298 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,283 shares; 2025Q3: not reported; 2025Q4: 3,106 shares 3,106 $275K 0.02% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,785 shares; 2025Q3: 5,947 shares; 2025Q4: 6,295 shares 6,295 $274K 0.02% +348 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,914 shares; 2025Q1: 19,479 shares; 2025Q2: 10,339 shares; 2025Q3: not reported; 2025Q4: 7,961 shares 7,961 $273K 0.02% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,045 shares 10,045 $272K 0.02% new Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,928 shares; 2025Q1: 9,186 shares; 2025Q2: 9,053 shares; 2025Q3: 9,276 shares; 2025Q4: 10,041 shares 10,041 $272K 0.02% +765 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,067 shares; 2025Q4: 3,945 shares 3,945 $271K 0.02% -122 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,269 shares; 2025Q4: 2,807 shares 2,807 $270K 0.02% +538 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,119 shares; 2025Q4: 8,183 shares 8,183 $270K 0.02% -1,936 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,155 shares 8,155 $269K 0.02% new Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,889 shares; 2025Q2: 22,825 shares; 2025Q3: 14,308 shares; 2025Q4: 6,820 shares 6,820 $266K 0.02% -7,488 Timeline GSIB THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,056 shares 5,056 $266K 0.02% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,049 shares; 2025Q3: 1,935 shares; 2025Q4: 1,754 shares 1,754 $265K 0.02% -181 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,322 shares; 2025Q4: 11,322 shares 11,322 $265K 0.02% +1,000 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 921 shares 921 $264K 0.02% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,266 shares; 2025Q4: 2,043 shares 2,043 $264K 0.02% -223 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,215 shares; 2025Q1: 5,055 shares; 2025Q2: 3,993 shares; 2025Q3: 3,858 shares; 2025Q4: 3,894 shares 3,894 $263K 0.02% +36 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,372 shares; 2025Q4: 5,085 shares 5,085 $262K 0.02% +713 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,189 shares; 2025Q4: 2,318 shares 2,318 $262K 0.02% +129 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,000 shares 7,000 $258K 0.02% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 433 shares; 2025Q3: 355 shares; 2025Q4: 394 shares 394 $258K 0.02% +39 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,240 shares; 2025Q4: 18,349 shares 18,349 $257K 0.02% +4,109 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,413 shares 3,413 $252K 0.02% new 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: restricted; 2024Q4: 4,122 shares; 2025Q1: 6,821 shares; 2025Q2: 5,408 shares; 2025Q3: 2,550 shares; 2025Q4: 2,357 shares 2,357 $252K 0.02% -193 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,118 shares 6,118 $252K 0.02% new Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,130 shares; 2025Q2: 8,130 shares; 2025Q3: 9,453 shares; 2025Q4: 8,130 shares 8,130 $252K 0.02% -1,323 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,105 shares 2,105 $252K 0.02% new Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,745 shares 16,745 $251K 0.02% new Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,182 shares 3,182 $251K 0.02% new Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,796 shares 3,796 $250K 0.02% new Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,555 shares; 2025Q4: 2,440 shares 2,440 $248K 0.02% -115 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,885 shares 12,885 $247K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 301 shares 301 $247K 0.02% new 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: restricted; 2024Q4: 2,005 shares; 2025Q1: 1,903 shares; 2025Q2: 911 shares; 2025Q3: not reported; 2025Q4: 1,001 shares 1,001 $247K 0.02% new Timeline WNTR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,199 shares 6,199 $246K 0.02% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,547 shares; 2025Q3: 1,894 shares; 2025Q4: 1,541 shares 1,541 $245K 0.02% -353 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 805 shares 805 $242K 0.02% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,224 shares; 2025Q1: 5,036 shares; 2025Q2: 835 shares; 2025Q3: 660 shares; 2025Q4: 654 shares 654 $242K 0.02% -6 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,286 shares 3,286 $241K 0.02% new Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220 shares; 2025Q1: 241 shares; 2025Q2: 2,337 shares; 2025Q3: 2,306 shares; 2025Q4: 1,569 shares 1,569 $241K 0.02% -737 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,670 shares; 2025Q4: 1,745 shares 1,745 $240K 0.02% +75 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,614 shares; 2025Q3: 5,055 shares; 2025Q4: 4,116 shares 4,116 $240K 0.02% -939 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: restricted; 2024Q4: 7,273 shares; 2025Q1: 5,518 shares; 2025Q2: 6,352 shares; 2025Q3: 3,652 shares; 2025Q4: 3,424 shares 3,424 $239K 0.02% -228 Timeline ISPY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,277 shares; 2025Q3: 6,285 shares; 2025Q4: 5,186 shares 5,186 $237K 0.02% -1,099 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,970 shares 3,970 $236K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,101 shares; 2025Q4: 1,100 shares 1,100 $236K 0.02% -1 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,143 shares 1,143 $236K 0.02% new Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,088 shares 7,088 $234K 0.02% new Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,480 shares; 2025Q1: 8,770 shares; 2025Q2: 6,370 shares; 2025Q3: 6,980 shares; 2025Q4: 6,980 shares 6,980 $234K 0.02% 0 Timeline CRAK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,161 shares 6,161 $231K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,488 shares; 2025Q4: 3,223 shares 3,223 $230K 0.02% -265 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,926 shares; 2025Q3: not reported; 2025Q4: 2,752 shares 2,752 $230K 0.02% new Timeline DECT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,792 shares; 2025Q3: not reported; 2025Q4: 6,263 shares 6,263 $230K 0.02% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,126 shares; 2025Q3: 732 shares; 2025Q4: 647 shares 647 $229K 0.02% -85 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,580 shares; 2025Q3: 1,177 shares; 2025Q4: 1,233 shares 1,233 $227K 0.02% +56 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,563 shares; 2025Q4: 3,511 shares 3,511 $225K 0.02% -52 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,222 shares; 2025Q3: 4,287 shares; 2025Q4: 4,179 shares 4,179 $223K 0.02% -108 Timeline DEED FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,371 shares; 2025Q4: 10,227 shares 10,227 $221K 0.02% -8,144 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: restricted; 2024Q4: 2,976 shares; 2025Q1: 2,972 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 468 shares 468 $218K 0.02% new Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,328 shares; 2025Q2: 9,796 shares; 2025Q3: 8,136 shares; 2025Q4: 3,833 shares 3,833 $217K 0.02% -4,303 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: restricted; 2024Q4: 3,305 shares; 2025Q1: 3,060 shares; 2025Q2: 2,919 shares; 2025Q3: 1,680 shares; 2025Q4: 1,339 shares 1,339 $217K 0.02% -341 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,861 shares 1,861 $216K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: 6,250 shares; 2025Q2: 9,103 shares; 2025Q3: 3,114 shares; 2025Q4: 3,321 shares 3,321 $215K 0.02% +207 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,476 shares 10,476 $214K 0.02% new 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: restricted; 2024Q4: 2,201 shares; 2025Q1: 1,922 shares; 2025Q2: not reported; 2025Q3: 811 shares; 2025Q4: 813 shares 813 $213K 0.02% +2 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,524 shares; 2025Q4: 2,579 shares 2,579 $213K 0.02% +55 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,114 shares 2,114 $212K 0.02% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,065 shares; 2025Q1: 4,737 shares; 2025Q2: 2,139 shares; 2025Q3: 2,854 shares; 2025Q4: 1,758 shares 1,758 $211K 0.02% -1,096 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,288 shares; 2025Q3: not reported; 2025Q4: 1,524 shares 1,524 $208K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 555 shares; 2025Q4: 306 shares 306 $206K 0.02% -249 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,115 shares 2,115 $206K 0.02% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,620 shares; 2025Q1: 2,284 shares; 2025Q2: 2,394 shares; 2025Q3: 1,580 shares; 2025Q4: 1,542 shares 1,542 $205K 0.02% -38 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,770 shares 2,770 $205K 0.02% new 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: restricted; 2024Q4: 2,282 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 742 shares; 2025Q4: 753 shares 753 $203K 0.02% +11 Timeline CORP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,071 shares 2,071 $203K 0.02% new 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: restricted; 2024Q4: 14,712 shares; 2025Q1: 13,279 shares; 2025Q2: 3,401 shares; 2025Q3: 3,279 shares; 2025Q4: 2,781 shares 2,781 $202K 0.02% -498 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: restricted; 2024Q4: 2,576 shares; 2025Q1: 2,563 shares; 2025Q2: 2,657 shares; 2025Q3: 1,309 shares; 2025Q4: 1,303 shares 1,303 $201K 0.02% -6 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,500 shares; 2025Q4: 15,651 shares 15,651 $159K 0.01% +151 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,134 shares; 2025Q4: 10,433 shares 10,433 $142K 0.01% +299 Timeline HCAT HEALTH CATALYST INC More: the full row for HEALTH CATALYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 171,207 shares; 2025Q3: 76,745 shares; 2025Q4: 37,205 shares 37,205 $88.9K 0.01% -39,540 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,243 shares 11,243 $65.5K 0.01% new Timeline