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: 619,291 shares; 2024Q4: 587,463 shares; 2025Q1: 577,405 shares; 2025Q2: 559,373 shares; 2025Q3: 579,577 shares; 2025Q4: 640,813 shares 640,813 $174M 4.5% +61,236 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: 835,073 shares; 2024Q4: 817,970 shares; 2025Q1: 841,278 shares; 2025Q2: 804,849 shares; 2025Q3: 808,255 shares; 2025Q4: 799,333 shares 799,333 $149M 3.85% -8,922 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: 210,122 shares; 2024Q4: 207,089 shares; 2025Q1: 214,497 shares; 2025Q2: 217,450 shares; 2025Q3: 218,543 shares; 2025Q4: 226,420 shares 226,420 $110M 2.83% +7,877 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: 356,210 shares; 2024Q4: 343,796 shares; 2025Q1: 340,805 shares; 2025Q2: 340,358 shares; 2025Q3: 338,570 shares; 2025Q4: 362,356 shares 362,356 $83.6M 2.16% +23,786 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: 200,210 shares; 2024Q4: 202,412 shares; 2025Q1: 215,471 shares; 2025Q2: 207,057 shares; 2025Q3: 214,791 shares; 2025Q4: 218,728 shares 218,728 $68.6M 1.77% +3,937 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: 102,819 shares; 2024Q4: 111,651 shares; 2025Q1: 109,886 shares; 2025Q2: 129,652 shares; 2025Q3: 126,482 shares; 2025Q4: 137,168 shares 137,168 $61.7M 1.59% +10,686 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649,162 shares; 2024Q4: 754,502 shares; 2025Q1: 757,096 shares; 2025Q2: 758,839 shares; 2025Q3: 751,659 shares; 2025Q4: 744,242 shares 744,242 $59.7M 1.54% -7,417 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: 188,938 shares; 2024Q4: 169,477 shares; 2025Q1: 172,604 shares; 2025Q2: 169,710 shares; 2025Q3: 172,829 shares; 2025Q4: 169,860 shares 169,860 $58.8M 1.52% -2,969 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: 113,577 shares; 2024Q4: 105,796 shares; 2025Q1: 102,989 shares; 2025Q2: 79,503 shares; 2025Q3: 79,750 shares; 2025Q4: 84,018 shares 84,018 $57.5M 1.49% +4,268 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: 144,302 shares; 2024Q4: 147,175 shares; 2025Q1: 147,097 shares; 2025Q2: 144,061 shares; 2025Q3: 163,821 shares; 2025Q4: 172,397 shares 172,397 $55.5M 1.43% +8,576 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,751 shares; 2024Q4: 423,067 shares; 2025Q1: 404,382 shares; 2025Q2: 401,684 shares; 2025Q3: 411,110 shares; 2025Q4: 429,683 shares 429,683 $52.3M 1.35% +18,573 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: 61,867 shares; 2024Q4: 62,229 shares; 2025Q1: 70,546 shares; 2025Q2: 72,720 shares; 2025Q3: 73,149 shares; 2025Q4: 72,583 shares 72,583 $47.9M 1.24% -566 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: 402,947 shares; 2024Q4: 349,157 shares; 2025Q1: 282,339 shares; 2025Q2: 264,395 shares; 2025Q3: 258,626 shares; 2025Q4: 256,235 shares 256,235 $45.5M 1.18% -2,391 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: 167,292 shares; 2024Q4: 152,592 shares; 2025Q1: 143,514 shares; 2025Q2: 141,878 shares; 2025Q3: 142,645 shares; 2025Q4: 141,785 shares 141,785 $43.2M 1.12% -860 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: 119,608 shares; 2024Q4: 107,575 shares; 2025Q1: 110,719 shares; 2025Q2: 115,055 shares; 2025Q3: 117,377 shares; 2025Q4: 121,603 shares 121,603 $38.1M 0.98% +4,226 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: 269,883 shares; 2024Q4: 268,087 shares; 2025Q1: 291,537 shares; 2025Q2: 294,537 shares; 2025Q3: 302,870 shares; 2025Q4: 317,924 shares 317,924 $35.5M 0.92% +15,054 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: 53,800 shares; 2024Q4: 51,247 shares; 2025Q1: 57,489 shares; 2025Q2: 63,022 shares; 2025Q3: 52,852 shares; 2025Q4: 54,457 shares 54,457 $33.5M 0.86% +1,605 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: 32,672 shares; 2024Q4: 28,050 shares; 2025Q1: 29,003 shares; 2025Q2: 28,699 shares; 2025Q3: 28,504 shares; 2025Q4: 30,450 shares 30,450 $32.7M 0.85% +1,946 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: 42,231 shares; 2024Q4: 41,619 shares; 2025Q1: 43,352 shares; 2025Q2: 50,019 shares; 2025Q3: 41,366 shares; 2025Q4: 41,821 shares 41,821 $28.6M 0.74% +455 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: 51,427 shares; 2024Q4: 40,202 shares; 2025Q1: 37,288 shares; 2025Q2: 27,057 shares; 2025Q3: 80,416 shares; 2025Q4: 83,112 shares 83,112 $27.4M 0.71% +2,696 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: 116,478 shares; 2024Q4: 98,336 shares; 2025Q1: 96,289 shares; 2025Q2: 96,040 shares; 2025Q3: 94,557 shares; 2025Q4: 118,702 shares 118,702 $27.1M 0.7% +24,145 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: 47,592 shares; 2024Q4: 49,411 shares; 2025Q1: 50,421 shares; 2025Q2: 49,839 shares; 2025Q3: 51,341 shares; 2025Q4: 52,571 shares 52,571 $26.4M 0.68% +1,230 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: 35,786 shares; 2024Q4: 28,637 shares; 2025Q1: 29,385 shares; 2025Q2: 28,180 shares; 2025Q3: 28,907 shares; 2025Q4: 29,926 shares 29,926 $26.3M 0.68% +1,019 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: 73,750 shares; 2024Q4: 72,656 shares; 2025Q1: 72,196 shares; 2025Q2: 78,271 shares; 2025Q3: 76,661 shares; 2025Q4: 74,822 shares 74,822 $26.2M 0.68% -1,839 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: 25,231 shares; 2024Q4: 25,729 shares; 2025Q1: 29,830 shares; 2025Q2: 29,763 shares; 2025Q3: 30,135 shares; 2025Q4: 30,178 shares 30,178 $26M 0.67% +43 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: 94,220 shares; 2024Q4: 94,441 shares; 2025Q1: 95,120 shares; 2025Q2: 95,438 shares; 2025Q3: 96,737 shares; 2025Q4: 101,142 shares 101,142 $22.2M 0.57% +4,405 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: 93,032 shares; 2024Q4: 94,495 shares; 2025Q1: 103,249 shares; 2025Q2: 101,723 shares; 2025Q3: 99,859 shares; 2025Q4: 102,857 shares 102,857 $21.3M 0.55% +2,998 Timeline SPHQ 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: 184,789 shares; 2024Q4: 187,459 shares; 2025Q1: 244,404 shares; 2025Q2: 248,507 shares; 2025Q3: 265,464 shares; 2025Q4: 280,811 shares 280,811 $21.1M 0.54% +15,347 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: 44,729 shares; 2024Q4: 46,943 shares; 2025Q1: 53,471 shares; 2025Q2: 51,276 shares; 2025Q3: 51,496 shares; 2025Q4: 52,614 shares 52,614 $20.9M 0.54% +1,118 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: 346,563 shares; 2024Q4: 353,273 shares; 2025Q1: 416,672 shares; 2025Q2: 417,799 shares; 2025Q3: 428,768 shares; 2025Q4: 448,086 shares 448,086 $19.9M 0.51% +19,318 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: 103,180 shares; 2024Q4: 103,963 shares; 2025Q1: 100,456 shares; 2025Q2: 98,526 shares; 2025Q3: 95,756 shares; 2025Q4: 99,517 shares 99,517 $19.4M 0.5% +3,761 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: 167,678 shares; 2024Q4: 161,197 shares; 2025Q1: 164,742 shares; 2025Q2: 141,445 shares; 2025Q3: 141,699 shares; 2025Q4: 155,378 shares 155,378 $19.2M 0.49% +13,679 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: 43,345 shares; 2024Q4: 43,628 shares; 2025Q1: 36,778 shares; 2025Q2: 37,039 shares; 2025Q3: 36,191 shares; 2025Q4: 35,770 shares 35,770 $18.7M 0.48% -421 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: 178,110 shares; 2024Q4: 155,738 shares; 2025Q1: 158,423 shares; 2025Q2: 150,943 shares; 2025Q3: 149,700 shares; 2025Q4: 152,605 shares 152,605 $18.4M 0.47% +2,905 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: 35,328 shares; 2024Q4: 35,461 shares; 2025Q1: 35,479 shares; 2025Q2: 35,716 shares; 2025Q3: 35,662 shares; 2025Q4: 35,523 shares 35,523 $17.3M 0.45% -139 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: 116,573 shares; 2024Q4: 115,117 shares; 2025Q1: 115,400 shares; 2025Q2: 116,153 shares; 2025Q3: 119,333 shares; 2025Q4: 115,316 shares 115,316 $16.5M 0.43% -4,017 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: 221,021 shares; 2024Q4: 210,568 shares; 2025Q1: 225,427 shares; 2025Q2: 210,075 shares; 2025Q3: 264,083 shares; 2025Q4: 269,255 shares 269,255 $16.4M 0.42% +5,172 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: 126,427 shares; 2024Q4: 115,464 shares; 2025Q1: 107,877 shares; 2025Q2: 98,699 shares; 2025Q3: 91,971 shares; 2025Q4: 152,975 shares 152,975 $16.3M 0.42% +61,004 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: 22,091 shares; 2024Q4: 22,332 shares; 2025Q1: 22,470 shares; 2025Q2: 22,004 shares; 2025Q3: 24,002 shares; 2025Q4: 25,488 shares 25,488 $16M 0.41% +1,486 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 344,079 shares 344,079 $15.7M 0.4% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,434 shares; 2024Q4: 66,604 shares; 2025Q1: 70,494 shares; 2025Q2: 67,491 shares; 2025Q3: 71,362 shares; 2025Q4: 73,085 shares 73,085 $15.7M 0.4% +1,723 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,228 shares; 2024Q4: 151,360 shares; 2025Q1: 155,528 shares; 2025Q2: 154,572 shares; 2025Q3: 154,607 shares; 2025Q4: 155,874 shares 155,874 $15.6M 0.4% +1,267 Timeline SPTM 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: 168,341 shares; 2024Q4: 172,479 shares; 2025Q1: 172,925 shares; 2025Q2: 174,368 shares; 2025Q3: 176,224 shares; 2025Q4: 184,884 shares 184,884 $15.3M 0.39% +8,660 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: 38,671 shares; 2024Q4: 30,585 shares; 2025Q1: 40,312 shares; 2025Q2: 42,470 shares; 2025Q3: 41,402 shares; 2025Q4: 46,065 shares 46,065 $15.1M 0.39% +4,663 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: 17,767 shares; 2024Q4: 18,139 shares; 2025Q1: 18,518 shares; 2025Q2: 19,932 shares; 2025Q3: 19,445 shares; 2025Q4: 19,639 shares 19,639 $14.8M 0.38% +194 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,145 shares; 2025Q1: 55,300 shares; 2025Q2: 56,014 shares; 2025Q3: 55,699 shares; 2025Q4: 56,204 shares 56,204 $14.7M 0.38% +505 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: 198,030 shares; 2024Q4: 193,866 shares; 2025Q1: 188,072 shares; 2025Q2: 187,376 shares; 2025Q3: 187,325 shares; 2025Q4: 193,214 shares 193,214 $14.3M 0.37% +5,889 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: 25,193 shares; 2024Q4: 25,326 shares; 2025Q1: 25,126 shares; 2025Q2: 24,925 shares; 2025Q3: 23,729 shares; 2025Q4: 24,788 shares 24,788 $14.2M 0.37% +1,059 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: 84,933 shares; 2024Q4: 78,816 shares; 2025Q1: 88,068 shares; 2025Q2: 84,818 shares; 2025Q3: 74,669 shares; 2025Q4: 69,416 shares 69,416 $13.8M 0.36% -5,253 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: 40,536 shares; 2024Q4: 40,326 shares; 2025Q1: 38,919 shares; 2025Q2: 38,145 shares; 2025Q3: 38,740 shares; 2025Q4: 39,051 shares 39,051 $13.4M 0.35% +311 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: 37,012 shares; 2024Q4: 36,303 shares; 2025Q1: 48,022 shares; 2025Q2: 54,164 shares; 2025Q3: 56,934 shares; 2025Q4: 63,158 shares 63,158 $13.4M 0.35% +6,224 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: 206,036 shares; 2024Q4: 209,657 shares; 2025Q1: 199,580 shares; 2025Q2: 197,263 shares; 2025Q3: 209,550 shares; 2025Q4: 213,493 shares 213,493 $13.3M 0.34% +3,943 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: 104,557 shares; 2024Q4: 77,514 shares; 2025Q1: 86,507 shares; 2025Q2: 81,765 shares; 2025Q3: 74,003 shares; 2025Q4: 77,399 shares 77,399 $13.2M 0.34% +3,396 Timeline IBDT 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: 455,231 shares; 2024Q4: 466,649 shares; 2025Q1: 490,280 shares; 2025Q2: 489,815 shares; 2025Q3: 493,538 shares; 2025Q4: 505,287 shares 505,287 $12.9M 0.33% +11,749 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: 91,787 shares; 2024Q4: 80,791 shares; 2025Q1: 92,743 shares; 2025Q2: 148,264 shares; 2025Q3: 170,252 shares; 2025Q4: 187,193 shares 187,193 $12.6M 0.32% +16,941 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: 22,724 shares; 2024Q4: 24,176 shares; 2025Q1: 22,944 shares; 2025Q2: 22,420 shares; 2025Q3: 22,577 shares; 2025Q4: 26,207 shares 26,207 $12.4M 0.32% +3,630 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: 30,636 shares; 2024Q4: 30,138 shares; 2025Q1: 30,309 shares; 2025Q2: 30,424 shares; 2025Q3: 39,336 shares; 2025Q4: 38,888 shares 38,888 $12.4M 0.32% -448 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: 166,341 shares; 2024Q4: 171,194 shares; 2025Q1: 125,658 shares; 2025Q2: 196,607 shares; 2025Q3: 160,051 shares; 2025Q4: 167,720 shares 167,720 $12M 0.31% +7,669 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: 32,584 shares; 2024Q4: 66,049 shares; 2025Q1: 68,995 shares; 2025Q2: 64,411 shares; 2025Q3: 62,671 shares; 2025Q4: 63,995 shares 63,995 $11.8M 0.3% +1,324 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: 39,418 shares; 2024Q4: 39,329 shares; 2025Q1: 37,623 shares; 2025Q2: 37,792 shares; 2025Q3: 38,438 shares; 2025Q4: 37,913 shares 37,913 $11.6M 0.3% -525 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,625 shares; 2024Q4: 16,700 shares; 2025Q1: 12,850 shares; 2025Q2: 17,700 shares; 2025Q3: 167,840 shares; 2025Q4: 224,793 shares 224,793 $11.6M 0.3% +56,953 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: 25,707 shares; 2024Q4: 25,749 shares; 2025Q1: 25,181 shares; 2025Q2: 25,723 shares; 2025Q3: 22,635 shares; 2025Q4: 43,055 shares 43,055 $11.6M 0.3% +20,420 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: 80,068 shares; 2024Q4: 64,760 shares; 2025Q1: 78,212 shares; 2025Q2: 75,696 shares; 2025Q3: 77,956 shares; 2025Q4: 79,662 shares 79,662 $11.5M 0.3% +1,706 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: 46,247 shares; 2024Q4: 46,695 shares; 2025Q1: 44,167 shares; 2025Q2: 43,723 shares; 2025Q3: 43,943 shares; 2025Q4: 44,212 shares 44,212 $11.4M 0.3% +269 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: 53,769 shares; 2024Q4: 39,701 shares; 2025Q1: 38,539 shares; 2025Q2: 37,091 shares; 2025Q3: 35,891 shares; 2025Q4: 37,855 shares 37,855 $11.2M 0.29% +1,964 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: 156,832 shares; 2024Q4: 173,886 shares; 2025Q1: 186,067 shares; 2025Q2: 188,189 shares; 2025Q3: 190,680 shares; 2025Q4: 204,086 shares 204,086 $11.2M 0.29% +13,406 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: 68,280 shares; 2024Q4: 60,073 shares; 2025Q1: 57,561 shares; 2025Q2: 58,028 shares; 2025Q3: 57,898 shares; 2025Q4: 57,474 shares 57,474 $11M 0.28% -424 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: 22,394 shares; 2024Q4: 49,197 shares; 2025Q1: 55,062 shares; 2025Q2: 57,502 shares; 2025Q3: 66,274 shares; 2025Q4: 70,731 shares 70,731 $10.8M 0.28% +4,457 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: 41,309 shares; 2024Q4: 94,917 shares; 2025Q1: 61,731 shares; 2025Q2: 68,936 shares; 2025Q3: 124,695 shares; 2025Q4: 177,294 shares 177,294 $10.5M 0.27% +52,599 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: 72,086 shares; 2024Q4: 71,789 shares; 2025Q1: 72,204 shares; 2025Q2: 69,482 shares; 2025Q3: 70,037 shares; 2025Q4: 67,718 shares 67,718 $10.3M 0.27% -2,319 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,656 shares; 2025Q2: 14,616 shares; 2025Q3: 28,439 shares; 2025Q4: 30,069 shares 30,069 $10.3M 0.27% +1,630 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,827 shares; 2025Q1: 9,276 shares; 2025Q2: 9,480 shares; 2025Q3: 9,331 shares; 2025Q4: 9,613 shares 9,613 $10.3M 0.27% +282 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: 114,441 shares; 2024Q4: 115,090 shares; 2025Q1: 110,541 shares; 2025Q2: 111,713 shares; 2025Q3: 112,974 shares; 2025Q4: 112,590 shares 112,590 $10.1M 0.26% -384 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: 19,175 shares; 2024Q4: 12,393 shares; 2025Q1: 11,525 shares; 2025Q2: 11,287 shares; 2025Q3: 10,687 shares; 2025Q4: 105,308 shares 105,308 $9.87M 0.25% +94,621 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: 24,923 shares; 2024Q4: 25,832 shares; 2025Q1: 23,861 shares; 2025Q2: 22,576 shares; 2025Q3: 32,799 shares; 2025Q4: 67,804 shares 67,804 $9.76M 0.25% +35,005 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: 19,568 shares; 2024Q4: 19,547 shares; 2025Q1: 19,536 shares; 2025Q2: 19,713 shares; 2025Q3: 19,757 shares; 2025Q4: 20,192 shares 20,192 $9.72M 0.25% +435 Timeline IBDV 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: 15,950 shares; 2024Q4: 16,366 shares; 2025Q1: 354,014 shares; 2025Q2: 353,408 shares; 2025Q3: 356,662 shares; 2025Q4: 437,990 shares 437,990 $9.67M 0.25% +81,328 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202,301 shares 202,301 $9.56M 0.25% new 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: 28,545 shares; 2024Q4: 28,526 shares; 2025Q1: 27,872 shares; 2025Q2: 26,057 shares; 2025Q3: 25,394 shares; 2025Q4: 26,441 shares 26,441 $9.52M 0.25% +1,047 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: 99,209 shares; 2024Q4: 98,251 shares; 2025Q1: 97,810 shares; 2025Q2: 98,623 shares; 2025Q3: 98,941 shares; 2025Q4: 99,809 shares 99,809 $9.4M 0.24% +868 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: 51,683 shares; 2024Q4: 54,288 shares; 2025Q1: 51,197 shares; 2025Q2: 55,755 shares; 2025Q3: 51,053 shares; 2025Q4: 50,889 shares 50,889 $9.33M 0.24% -164 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: 184,041 shares; 2024Q4: 139,065 shares; 2025Q1: 137,438 shares; 2025Q2: 149,026 shares; 2025Q3: 150,342 shares; 2025Q4: 158,252 shares 158,252 $9.29M 0.24% +7,910 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: 220,701 shares; 2024Q4: 245,173 shares; 2025Q1: 262,964 shares; 2025Q2: 265,570 shares; 2025Q3: 323,937 shares; 2025Q4: 441,881 shares 441,881 $9.2M 0.24% +117,944 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: 50,781 shares; 2024Q4: 51,314 shares; 2025Q1: 50,165 shares; 2025Q2: 49,025 shares; 2025Q3: 48,040 shares; 2025Q4: 46,864 shares 46,864 $9.14M 0.24% -1,176 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: 70,641 shares; 2024Q4: 70,003 shares; 2025Q1: 64,425 shares; 2025Q2: 61,314 shares; 2025Q3: 53,107 shares; 2025Q4: 59,183 shares 59,183 $9.12M 0.24% +6,076 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: 111,857 shares; 2024Q4: 115,032 shares; 2025Q1: 112,695 shares; 2025Q2: 117,985 shares; 2025Q3: 119,766 shares; 2025Q4: 117,755 shares 117,755 $9.07M 0.23% -2,011 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: 191,110 shares; 2024Q4: 187,894 shares; 2025Q1: 113,288 shares; 2025Q2: 110,848 shares; 2025Q3: 111,135 shares; 2025Q4: 111,652 shares 111,652 $8.96M 0.23% +517 Timeline IBTK 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: 46,977 shares; 2024Q4: 54,284 shares; 2025Q1: 428,455 shares; 2025Q2: 427,386 shares; 2025Q3: 432,941 shares; 2025Q4: 447,596 shares 447,596 $8.88M 0.23% +14,655 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 134,210 shares 134,210 $8.78M 0.23% new Timeline IBTI 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: 294,790 shares; 2024Q4: 333,096 shares; 2025Q1: 362,714 shares; 2025Q2: 362,669 shares; 2025Q3: 369,067 shares; 2025Q4: 384,789 shares 384,789 $8.61M 0.22% +15,722 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: 40,982 shares; 2024Q4: 40,829 shares; 2025Q1: 30,732 shares; 2025Q2: 31,161 shares; 2025Q3: 31,703 shares; 2025Q4: 40,866 shares 40,866 $8.6M 0.22% +9,163 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: 122,039 shares; 2024Q4: 129,967 shares; 2025Q1: 155,872 shares; 2025Q2: 138,716 shares; 2025Q3: 139,541 shares; 2025Q4: 148,488 shares 148,488 $8.56M 0.22% +8,947 Timeline FTHI 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: 183,919 shares; 2024Q4: 203,215 shares; 2025Q1: 217,863 shares; 2025Q2: 219,632 shares; 2025Q3: 266,313 shares; 2025Q4: 361,857 shares 361,857 $8.55M 0.22% +95,544 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,260 shares; 2024Q4: 61,311 shares; 2025Q1: 57,135 shares; 2025Q2: 87,470 shares; 2025Q3: 88,794 shares; 2025Q4: 87,888 shares 87,888 $8.54M 0.22% -906 Timeline IBTM 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: 38,392 shares; 2024Q4: 46,956 shares; 2025Q1: 48,776 shares; 2025Q2: 48,776 shares; 2025Q3: 350,557 shares; 2025Q4: 365,055 shares 365,055 $8.42M 0.22% +14,498 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: 100,537 shares; 2024Q4: 104,307 shares; 2025Q1: 115,858 shares; 2025Q2: 120,522 shares; 2025Q3: 123,245 shares; 2025Q4: 127,356 shares 127,356 $8.41M 0.22% +4,111 Timeline RDVI 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: 94,708 shares; 2024Q4: 115,482 shares; 2025Q1: 130,763 shares; 2025Q2: 134,011 shares; 2025Q3: 252,546 shares; 2025Q4: 315,133 shares 315,133 $8.27M 0.21% +62,587 Timeline IBTL 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: 322,194 shares; 2024Q4: 341,517 shares; 2025Q1: 374,970 shares; 2025Q2: 375,510 shares; 2025Q3: 380,514 shares; 2025Q4: 397,435 shares 397,435 $8.16M 0.21% +16,921 Timeline IBDW 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: 308,801 shares; 2024Q4: 322,442 shares; 2025Q1: 354,274 shares; 2025Q2: 354,958 shares; 2025Q3: 359,233 shares; 2025Q4: 368,170 shares 368,170 $7.79M 0.2% +8,937 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,241 shares; 2024Q4: 41,722 shares; 2025Q1: 46,847 shares; 2025Q2: 56,070 shares; 2025Q3: 54,729 shares; 2025Q4: 51,723 shares 51,723 $7.69M 0.2% -3,006 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,358 shares; 2024Q4: 33,733 shares; 2025Q1: 34,214 shares; 2025Q2: 31,534 shares; 2025Q3: 29,701 shares; 2025Q4: 28,584 shares 28,584 $7.58M 0.2% -1,117 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,505 shares; 2024Q4: 6,168 shares; 2025Q1: 6,505 shares; 2025Q2: 6,864 shares; 2025Q3: 6,829 shares; 2025Q4: 7,055 shares 7,055 $7.55M 0.19% +226 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,465 shares; 2024Q4: 108,913 shares; 2025Q1: 120,935 shares; 2025Q2: 121,997 shares; 2025Q3: 124,371 shares; 2025Q4: 132,109 shares 132,109 $7.43M 0.19% +7,738 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,662 shares; 2024Q4: 36,903 shares; 2025Q1: 35,497 shares; 2025Q2: 35,577 shares; 2025Q3: 33,433 shares; 2025Q4: 32,631 shares 32,631 $7.33M 0.19% -802 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 274,206 shares; 2025Q4: 286,641 shares 286,641 $7.32M 0.19% +12,435 Timeline SPIB 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: 147,358 shares; 2024Q4: 154,557 shares; 2025Q1: 165,711 shares; 2025Q2: 165,398 shares; 2025Q3: 172,973 shares; 2025Q4: 215,824 shares 215,824 $7.3M 0.19% +42,851 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: 42,029 shares; 2024Q4: 42,610 shares; 2025Q1: 42,235 shares; 2025Q2: 40,654 shares; 2025Q3: 41,247 shares; 2025Q4: 40,711 shares 40,711 $7.22M 0.19% -536 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: 173,456 shares; 2024Q4: 178,147 shares; 2025Q1: 156,766 shares; 2025Q2: 102,062 shares; 2025Q3: 102,244 shares; 2025Q4: 97,738 shares 97,738 $7.1M 0.18% -4,506 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,881 shares; 2024Q4: 60,001 shares; 2025Q1: 85,126 shares; 2025Q2: 85,035 shares; 2025Q3: 86,887 shares; 2025Q4: 89,458 shares 89,458 $7.1M 0.18% +2,571 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,199 shares; 2024Q4: 58,249 shares; 2025Q1: 64,211 shares; 2025Q2: 65,600 shares; 2025Q3: 77,185 shares; 2025Q4: 71,351 shares 71,351 $7.08M 0.18% -5,834 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: 52,517 shares; 2024Q4: 57,790 shares; 2025Q1: 110,545 shares; 2025Q2: 110,337 shares; 2025Q3: 113,296 shares; 2025Q4: 109,804 shares 109,804 $7.07M 0.18% -3,492 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,618 shares; 2025Q3: 1,339 shares; 2025Q4: 44,306 shares 44,306 $7.05M 0.18% +42,967 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: 19,445 shares; 2024Q4: 19,512 shares; 2025Q1: 17,271 shares; 2025Q2: 15,898 shares; 2025Q3: 16,702 shares; 2025Q4: 18,868 shares 18,868 $6.98M 0.18% +2,166 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: 23,025 shares; 2024Q4: 22,409 shares; 2025Q1: 21,028 shares; 2025Q2: 21,753 shares; 2025Q3: 19,897 shares; 2025Q4: 20,752 shares 20,752 $6.96M 0.18% +855 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: 62,183 shares; 2024Q4: 62,829 shares; 2025Q1: 76,564 shares; 2025Q2: 72,394 shares; 2025Q3: 74,647 shares; 2025Q4: 162,633 shares 162,633 $6.94M 0.18% +87,986 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: 25,194 shares; 2024Q4: 22,232 shares; 2025Q1: 21,089 shares; 2025Q2: 19,635 shares; 2025Q3: 23,256 shares; 2025Q4: 24,049 shares 24,049 $6.87M 0.18% +793 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: 73,623 shares; 2024Q4: 81,679 shares; 2025Q1: 80,641 shares; 2025Q2: 82,378 shares; 2025Q3: 82,065 shares; 2025Q4: 87,917 shares 87,917 $6.85M 0.18% +5,852 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: 58,861 shares; 2024Q4: 62,581 shares; 2025Q1: 87,552 shares; 2025Q2: 96,459 shares; 2025Q3: 111,257 shares; 2025Q4: 148,665 shares 148,665 $6.62M 0.17% +37,408 Timeline SDVD 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: 102,808 shares; 2024Q4: 181,061 shares; 2025Q1: 201,724 shares; 2025Q2: 204,030 shares; 2025Q3: 238,439 shares; 2025Q4: 306,442 shares 306,442 $6.58M 0.17% +68,003 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: 9,343 shares; 2024Q4: 8,653 shares; 2025Q1: 7,844 shares; 2025Q2: 7,936 shares; 2025Q3: 7,694 shares; 2025Q4: 7,462 shares 7,462 $6.56M 0.17% -232 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,872 shares; 2024Q4: 26,752 shares; 2025Q1: 31,979 shares; 2025Q2: 32,036 shares; 2025Q3: 30,428 shares; 2025Q4: 31,419 shares 31,419 $6.56M 0.17% +991 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: 27,383 shares; 2024Q4: 27,329 shares; 2025Q1: 28,920 shares; 2025Q2: 28,791 shares; 2025Q3: 28,922 shares; 2025Q4: 28,341 shares 28,341 $6.56M 0.17% -581 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: 23,234 shares; 2024Q4: 25,473 shares; 2025Q1: 28,281 shares; 2025Q2: 23,488 shares; 2025Q3: 25,948 shares; 2025Q4: 25,397 shares 25,397 $6.55M 0.17% -551 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: 67,606 shares; 2024Q4: 70,644 shares; 2025Q1: 81,293 shares; 2025Q2: 84,193 shares; 2025Q3: 86,248 shares; 2025Q4: 90,950 shares 90,950 $6.55M 0.17% +4,702 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: 42,534 shares; 2024Q4: 45,236 shares; 2025Q1: 43,784 shares; 2025Q2: 42,622 shares; 2025Q3: 42,468 shares; 2025Q4: 41,925 shares 41,925 $6.44M 0.17% -543 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: 22,923 shares; 2024Q4: 26,207 shares; 2025Q1: 21,007 shares; 2025Q2: 33,934 shares; 2025Q3: 21,903 shares; 2025Q4: 25,948 shares 25,948 $6.39M 0.16% +4,045 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682,510 shares; 2024Q4: 682,510 shares; 2025Q1: 686,473 shares; 2025Q2: 662,922 shares; 2025Q3: 662,923 shares; 2025Q4: 662,922 shares 662,922 $6.32M 0.16% -1 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: 120,875 shares; 2024Q4: 120,250 shares; 2025Q1: 115,141 shares; 2025Q2: 116,328 shares; 2025Q3: 115,236 shares; 2025Q4: 113,878 shares 113,878 $6.26M 0.16% -1,358 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: 150,865 shares; 2024Q4: 154,516 shares; 2025Q1: 172,828 shares; 2025Q2: 187,662 shares; 2025Q3: 187,173 shares; 2025Q4: 194,520 shares 194,520 $6.24M 0.16% +7,347 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: 187,236 shares; 2024Q4: 171,703 shares; 2025Q1: 163,240 shares; 2025Q2: 139,203 shares; 2025Q3: 134,049 shares; 2025Q4: 133,489 shares 133,489 $6.21M 0.16% -560 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,763 shares; 2025Q4: 75,581 shares 75,581 $6.16M 0.16% +72,818 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: 54,006 shares; 2024Q4: 54,907 shares; 2025Q1: 52,094 shares; 2025Q2: 44,444 shares; 2025Q3: 41,438 shares; 2025Q4: 50,995 shares 50,995 $6.13M 0.16% +9,557 Timeline KNG 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: 125,900 shares; 2024Q4: 127,953 shares; 2025Q1: 136,663 shares; 2025Q2: 137,533 shares; 2025Q3: 103,496 shares; 2025Q4: 123,801 shares 123,801 $6.08M 0.16% +20,305 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: 93,916 shares; 2024Q4: 95,917 shares; 2025Q1: 103,362 shares; 2025Q2: 104,881 shares; 2025Q3: 104,541 shares; 2025Q4: 121,692 shares 121,692 $6.08M 0.16% +17,151 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,656 shares; 2024Q4: 1,860 shares; 2025Q1: 16,148 shares; 2025Q2: 2,296 shares; 2025Q3: 16,378 shares; 2025Q4: 17,117 shares 17,117 $6.05M 0.16% +739 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,711 shares; 2024Q4: 132,036 shares; 2025Q1: 220,391 shares; 2025Q2: 222,625 shares; 2025Q3: 267,658 shares; 2025Q4: 259,101 shares 259,101 $6.03M 0.16% -8,557 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,659 shares; 2025Q1: 1,581 shares; 2025Q2: 1,607 shares; 2025Q3: 1,580 shares; 2025Q4: 49,159 shares 49,159 $6M 0.15% +47,579 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: 36,268 shares; 2024Q4: 37,775 shares; 2025Q1: 38,652 shares; 2025Q2: 39,202 shares; 2025Q3: 39,141 shares; 2025Q4: 39,532 shares 39,532 $5.98M 0.15% +391 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,320 shares; 2025Q2: 15,539 shares; 2025Q3: 17,463 shares; 2025Q4: 17,821 shares 17,821 $5.92M 0.15% +358 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: 62,288 shares; 2024Q4: 59,607 shares; 2025Q1: 58,183 shares; 2025Q2: 67,873 shares; 2025Q3: 36,484 shares; 2025Q4: 36,480 shares 36,480 $5.91M 0.15% -4 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: 84,243 shares; 2024Q4: 85,499 shares; 2025Q1: 73,579 shares; 2025Q2: 78,763 shares; 2025Q3: 80,107 shares; 2025Q4: 82,801 shares 82,801 $5.79M 0.15% +2,694 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: 73,556 shares; 2024Q4: 78,776 shares; 2025Q1: 66,043 shares; 2025Q2: 56,959 shares; 2025Q3: 57,245 shares; 2025Q4: 59,360 shares 59,360 $5.7M 0.15% +2,115 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,205 shares; 2024Q4: 43,579 shares; 2025Q1: 54,267 shares; 2025Q2: 58,999 shares; 2025Q3: 56,876 shares; 2025Q4: 58,859 shares 58,859 $5.7M 0.15% +1,983 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128,812 shares; 2025Q3: 136,800 shares; 2025Q4: 147,261 shares 147,261 $5.68M 0.15% +10,461 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,998 shares; 2025Q1: 108,486 shares; 2025Q2: 124,881 shares; 2025Q3: 187,915 shares; 2025Q4: 227,445 shares 227,445 $5.63M 0.15% +39,530 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 149,869 shares 149,869 $5.52M 0.14% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,888 shares; 2025Q3: 150,915 shares; 2025Q4: 164,341 shares 164,341 $5.47M 0.14% +13,426 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: 49,577 shares; 2024Q4: 49,106 shares; 2025Q1: 47,499 shares; 2025Q2: 49,136 shares; 2025Q3: 46,745 shares; 2025Q4: 43,666 shares 43,666 $5.47M 0.14% -3,079 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: 42,883 shares; 2024Q4: 54,309 shares; 2025Q1: 58,009 shares; 2025Q2: 56,771 shares; 2025Q3: 62,308 shares; 2025Q4: 66,443 shares 66,443 $5.39M 0.14% +4,135 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: 24,803 shares; 2024Q4: 16,525 shares; 2025Q1: 13,718 shares; 2025Q2: 11,818 shares; 2025Q3: 10,202 shares; 2025Q4: 9,306 shares 9,306 $5.33M 0.14% -896 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: 11,458 shares; 2024Q4: 13,036 shares; 2025Q1: 13,177 shares; 2025Q2: 11,962 shares; 2025Q3: 11,248 shares; 2025Q4: 11,343 shares 11,343 $5.32M 0.14% +95 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: 56,542 shares; 2024Q4: 33,849 shares; 2025Q1: 43,794 shares; 2025Q2: 63,997 shares; 2025Q3: 73,429 shares; 2025Q4: 100,105 shares 100,105 $5.28M 0.14% +26,676 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,936 shares; 2024Q4: 36,106 shares; 2025Q1: 35,374 shares; 2025Q2: 37,869 shares; 2025Q3: 39,281 shares; 2025Q4: 41,287 shares 41,287 $5.27M 0.14% +2,006 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: 16,274 shares; 2024Q4: 39,669 shares; 2025Q1: 25,314 shares; 2025Q2: 25,360 shares; 2025Q3: 27,204 shares; 2025Q4: 27,446 shares 27,446 $5.26M 0.14% +242 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: 35,059 shares; 2024Q4: 35,914 shares; 2025Q1: 35,511 shares; 2025Q2: 35,416 shares; 2025Q3: 36,798 shares; 2025Q4: 39,499 shares 39,499 $5.24M 0.14% +2,701 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: 53,858 shares; 2024Q4: 33,488 shares; 2025Q1: 33,584 shares; 2025Q2: 32,708 shares; 2025Q3: 60,619 shares; 2025Q4: 75,145 shares 75,145 $5.22M 0.13% +14,526 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,407 shares; 2024Q4: 80,465 shares; 2025Q1: 74,006 shares; 2025Q2: 72,951 shares; 2025Q3: 58,538 shares; 2025Q4: 56,274 shares 56,274 $5.21M 0.13% -2,264 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: 33,952 shares; 2024Q4: 31,275 shares; 2025Q1: 33,168 shares; 2025Q2: 30,925 shares; 2025Q3: 27,085 shares; 2025Q4: 32,260 shares 32,260 $5.19M 0.13% +5,175 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,209 shares; 2024Q4: 9,302 shares; 2025Q1: 7,862 shares; 2025Q2: 7,947 shares; 2025Q3: 8,237 shares; 2025Q4: 7,822 shares 7,822 $5.18M 0.13% -415 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: 31,811 shares; 2024Q4: 31,488 shares; 2025Q1: 32,365 shares; 2025Q2: 31,301 shares; 2025Q3: 31,771 shares; 2025Q4: 31,985 shares 31,985 $5.18M 0.13% +214 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: 117,606 shares; 2024Q4: 108,228 shares; 2025Q1: 106,258 shares; 2025Q2: 105,149 shares; 2025Q3: 107,221 shares; 2025Q4: 107,127 shares 107,127 $5.15M 0.13% -94 Timeline ASCE ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 183,951 shares; 2025Q4: 190,888 shares 190,888 $5.12M 0.13% +6,937 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,463 shares; 2024Q4: 55,831 shares; 2025Q1: 60,221 shares; 2025Q2: 59,910 shares; 2025Q3: 64,693 shares; 2025Q4: 60,722 shares 60,722 $5.03M 0.13% -3,971 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,138 shares; 2024Q4: 55,896 shares; 2025Q1: 54,607 shares; 2025Q2: 54,621 shares; 2025Q3: 54,466 shares; 2025Q4: 54,969 shares 54,969 $5.02M 0.13% +503 Timeline TDIV 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: 44,756 shares; 2024Q4: 52,128 shares; 2025Q1: 53,172 shares; 2025Q2: 54,400 shares; 2025Q3: 52,545 shares; 2025Q4: 51,658 shares 51,658 $5M 0.13% -887 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: 53,924 shares; 2024Q4: 49,737 shares; 2025Q1: 48,800 shares; 2025Q2: 44,017 shares; 2025Q3: 43,235 shares; 2025Q4: 43,197 shares 43,197 $4.95M 0.13% -38 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: 4,111 shares; 2024Q4: 16,347 shares; 2025Q1: 16,933 shares; 2025Q2: 16,147 shares; 2025Q3: 17,234 shares; 2025Q4: 19,692 shares 19,692 $4.93M 0.13% +2,458 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,336 shares; 2024Q4: 25,813 shares; 2025Q1: 24,309 shares; 2025Q2: 23,898 shares; 2025Q3: 23,522 shares; 2025Q4: 23,536 shares 23,536 $4.92M 0.13% +14 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,856 shares; 2024Q4: 26,853 shares; 2025Q1: 28,370 shares; 2025Q2: 28,237 shares; 2025Q3: 28,725 shares; 2025Q4: 26,520 shares 26,520 $4.92M 0.13% -2,205 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,282 shares; 2024Q4: 175,305 shares; 2025Q1: 175,505 shares; 2025Q2: 175,370 shares; 2025Q3: 179,154 shares; 2025Q4: 208,941 shares 208,941 $4.89M 0.13% +29,787 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: 9,934 shares; 2024Q4: 9,784 shares; 2025Q1: 9,699 shares; 2025Q2: 9,832 shares; 2025Q3: 22,446 shares; 2025Q4: 22,738 shares 22,738 $4.88M 0.13% +292 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: 8,129 shares; 2024Q4: 7,596 shares; 2025Q1: 8,066 shares; 2025Q2: 8,998 shares; 2025Q3: 7,487 shares; 2025Q4: 8,461 shares 8,461 $4.79M 0.12% +974 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,565 shares; 2024Q4: 70,255 shares; 2025Q1: 55,107 shares; 2025Q2: 54,385 shares; 2025Q3: 55,375 shares; 2025Q4: 55,397 shares 55,397 $4.77M 0.12% +22 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,850 shares; 2024Q4: 17,565 shares; 2025Q1: 19,856 shares; 2025Q2: 20,370 shares; 2025Q3: 20,674 shares; 2025Q4: 21,481 shares 21,481 $4.66M 0.12% +807 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,150 shares; 2024Q4: 20,905 shares; 2025Q1: 20,696 shares; 2025Q2: 20,682 shares; 2025Q3: 21,034 shares; 2025Q4: 21,740 shares 21,740 $4.61M 0.12% +706 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 132,722 shares 132,722 $4.55M 0.12% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,625 shares; 2024Q4: 16,666 shares; 2025Q1: 16,514 shares; 2025Q2: 7,020 shares; 2025Q3: 9,476 shares; 2025Q4: 46,297 shares 46,297 $4.53M 0.12% +36,821 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,304 shares; 2024Q4: 87,730 shares; 2025Q1: 91,863 shares; 2025Q2: 91,416 shares; 2025Q3: 90,367 shares; 2025Q4: 82,255 shares 82,255 $4.47M 0.12% -8,112 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,258 shares; 2024Q4: 15,470 shares; 2025Q1: 16,463 shares; 2025Q2: 17,143 shares; 2025Q3: 15,653 shares; 2025Q4: 12,653 shares 12,653 $4.43M 0.11% -3,000 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: 41,738 shares; 2024Q4: 44,890 shares; 2025Q1: 43,644 shares; 2025Q2: 40,843 shares; 2025Q3: 37,633 shares; 2025Q4: 37,901 shares 37,901 $4.42M 0.11% +268 Timeline FVD 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: 115,804 shares; 2024Q4: 133,294 shares; 2025Q1: 110,698 shares; 2025Q2: 107,656 shares; 2025Q3: 94,289 shares; 2025Q4: 95,876 shares 95,876 $4.42M 0.11% +1,587 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: 70,046 shares; 2024Q4: 68,013 shares; 2025Q1: 65,595 shares; 2025Q2: 70,421 shares; 2025Q3: 65,436 shares; 2025Q4: 73,551 shares 73,551 $4.41M 0.11% +8,115 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: 137,365 shares; 2024Q4: 134,055 shares; 2025Q1: 168,306 shares; 2025Q2: 197,549 shares; 2025Q3: 184,191 shares; 2025Q4: 177,241 shares 177,241 $4.4M 0.11% -6,950 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,340 shares; 2024Q4: 18,517 shares; 2025Q1: 19,360 shares; 2025Q2: 18,662 shares; 2025Q3: 19,207 shares; 2025Q4: 20,147 shares 20,147 $4.39M 0.11% +940 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: 186,260 shares; 2024Q4: 123,526 shares; 2025Q1: 114,036 shares; 2025Q2: 106,732 shares; 2025Q3: 110,581 shares; 2025Q4: 105,489 shares 105,489 $4.3M 0.11% -5,092 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,381 shares; 2024Q4: 66,671 shares; 2025Q1: 68,004 shares; 2025Q2: 71,247 shares; 2025Q3: 77,559 shares; 2025Q4: 88,486 shares 88,486 $4.21M 0.11% +10,927 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: 31,578 shares; 2024Q4: 37,157 shares; 2025Q1: 36,680 shares; 2025Q2: 35,406 shares; 2025Q3: 37,544 shares; 2025Q4: 42,085 shares 42,085 $4.2M 0.11% +4,541 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,712 shares; 2024Q4: 6,073 shares; 2025Q1: 26,426 shares; 2025Q2: 2,713 shares; 2025Q3: 27,257 shares; 2025Q4: 25,916 shares 25,916 $4.18M 0.11% -1,341 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,598 shares; 2025Q3: 100,169 shares; 2025Q4: 197,563 shares 197,563 $4.11M 0.11% +97,394 Timeline FTGS 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: 61,869 shares; 2024Q4: 108,598 shares; 2025Q1: 145,280 shares; 2025Q2: 140,413 shares; 2025Q3: 123,590 shares; 2025Q4: 116,212 shares 116,212 $4.11M 0.11% -7,378 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: 13,624 shares; 2024Q4: 13,548 shares; 2025Q1: 13,646 shares; 2025Q2: 12,853 shares; 2025Q3: 13,965 shares; 2025Q4: 12,676 shares 12,676 $4.11M 0.11% -1,289 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: 35,994 shares; 2024Q4: 30,920 shares; 2025Q1: 34,788 shares; 2025Q2: 34,590 shares; 2025Q3: 25,367 shares; 2025Q4: 25,867 shares 25,867 $4.01M 0.1% +500 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: 50,962 shares; 2024Q4: 51,564 shares; 2025Q1: 57,638 shares; 2025Q2: 60,113 shares; 2025Q3: 61,751 shares; 2025Q4: 71,810 shares 71,810 $4.01M 0.1% +10,059 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: 7,637 shares; 2024Q4: 7,465 shares; 2025Q1: 7,429 shares; 2025Q2: 7,353 shares; 2025Q3: 7,315 shares; 2025Q4: 7,015 shares 7,015 $4M 0.1% -300 Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 179,481 shares; 2025Q3: 168,685 shares; 2025Q4: 204,823 shares 204,823 $3.91M 0.1% +36,138 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,419 shares; 2024Q4: 95,419 shares; 2025Q1: 96,656 shares; 2025Q2: 96,680 shares; 2025Q3: 96,826 shares; 2025Q4: 99,051 shares 99,051 $3.91M 0.1% +2,225 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,741 shares; 2025Q1: 1,112 shares; 2025Q2: 682 shares; 2025Q3: 688 shares; 2025Q4: 10,389 shares 10,389 $3.88M 0.1% +9,701 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: 44,115 shares; 2024Q4: 45,115 shares; 2025Q1: 47,215 shares; 2025Q2: 38,585 shares; 2025Q3: 38,585 shares; 2025Q4: 112,101 shares 112,101 $3.84M 0.1% +73,516 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,360 shares; 2025Q1: 7,807 shares; 2025Q2: 8,018 shares; 2025Q3: 8,006 shares; 2025Q4: 7,471 shares 7,471 $3.82M 0.1% -535 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,327 shares; 2024Q4: 16,413 shares; 2025Q1: 14,751 shares; 2025Q2: 15,243 shares; 2025Q3: 15,192 shares; 2025Q4: 15,064 shares 15,064 $3.81M 0.1% -128 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: 19,966 shares; 2024Q4: 20,554 shares; 2025Q1: 19,902 shares; 2025Q2: 19,162 shares; 2025Q3: 30,999 shares; 2025Q4: 32,303 shares 32,303 $3.8M 0.1% +1,304 Timeline DTH 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: 71,598 shares; 2024Q4: 71,598 shares; 2025Q1: 72,399 shares; 2025Q2: 72,304 shares; 2025Q3: 72,486 shares; 2025Q4: 71,836 shares 71,836 $3.71M 0.1% -650 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,051 shares; 2024Q4: 89,001 shares; 2025Q1: 100,341 shares; 2025Q2: 99,756 shares; 2025Q3: 101,067 shares; 2025Q4: 108,011 shares 108,011 $3.68M 0.09% +6,944 Timeline FDL 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: 53,323 shares; 2024Q4: 50,561 shares; 2025Q1: 51,126 shares; 2025Q2: 80,027 shares; 2025Q3: 80,083 shares; 2025Q4: 82,341 shares 82,341 $3.65M 0.09% +2,258 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,629 shares; 2024Q4: 71,861 shares; 2025Q1: 67,888 shares; 2025Q2: 69,358 shares; 2025Q3: 69,526 shares; 2025Q4: 68,868 shares 68,868 $3.64M 0.09% -658 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,900 shares; 2024Q4: 48,800 shares; 2025Q1: 52,200 shares; 2025Q2: 66,200 shares; 2025Q3: 66,000 shares; 2025Q4: 71,800 shares 71,800 $3.62M 0.09% +5,800 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: 66,909 shares; 2024Q4: 59,288 shares; 2025Q1: 49,190 shares; 2025Q2: 56,533 shares; 2025Q3: 41,165 shares; 2025Q4: 80,513 shares 80,513 $3.6M 0.09% +39,348 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: 16,331 shares; 2024Q4: 16,694 shares; 2025Q1: 15,696 shares; 2025Q2: 13,993 shares; 2025Q3: 14,766 shares; 2025Q4: 30,106 shares 30,106 $3.6M 0.09% +15,340 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: 24,728 shares; 2024Q4: 19,468 shares; 2025Q1: 28,682 shares; 2025Q2: 45,047 shares; 2025Q3: 46,064 shares; 2025Q4: 43,997 shares 43,997 $3.59M 0.09% -2,067 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,633 shares; 2024Q4: 7,017 shares; 2025Q1: 13,055 shares; 2025Q2: 13,825 shares; 2025Q3: 20,787 shares; 2025Q4: 22,099 shares 22,099 $3.58M 0.09% +1,312 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,612 shares; 2024Q4: 323,274 shares; 2025Q1: 370,881 shares; 2025Q2: 363,127 shares; 2025Q3: 386,536 shares; 2025Q4: 119,674 shares 119,674 $3.58M 0.09% -266,862 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,289 shares; 2024Q4: 15,134 shares; 2025Q1: 15,220 shares; 2025Q2: 15,416 shares; 2025Q3: 15,670 shares; 2025Q4: 16,189 shares 16,189 $3.56M 0.09% +519 Timeline IGLD 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: 70,675 shares; 2024Q4: 84,775 shares; 2025Q1: 92,411 shares; 2025Q2: 90,259 shares; 2025Q3: 107,053 shares; 2025Q4: 141,841 shares 141,841 $3.55M 0.09% +34,788 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: 44,805 shares; 2024Q4: 43,428 shares; 2025Q1: 42,686 shares; 2025Q2: 36,740 shares; 2025Q3: 36,574 shares; 2025Q4: 38,524 shares 38,524 $3.54M 0.09% +1,950 Timeline INDA 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: 42,070 shares; 2024Q4: 42,070 shares; 2025Q1: 52,177 shares; 2025Q2: 81,086 shares; 2025Q3: 67,014 shares; 2025Q4: 65,328 shares 65,328 $3.53M 0.09% -1,686 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: 2,740 shares; 2024Q4: 8,711 shares; 2025Q1: 8,336 shares; 2025Q2: 9,271 shares; 2025Q3: 9,930 shares; 2025Q4: 9,173 shares 9,173 $3.53M 0.09% -757 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: 10,142 shares; 2024Q4: 4,241 shares; 2025Q1: 3,540 shares; 2025Q2: 4,094 shares; 2025Q3: 3,990 shares; 2025Q4: 4,342 shares 4,342 $3.51M 0.09% +352 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,846 shares; 2024Q4: 54,758 shares; 2025Q1: 57,753 shares; 2025Q2: 56,928 shares; 2025Q3: 67,558 shares; 2025Q4: 76,540 shares 76,540 $3.51M 0.09% +8,982 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: 45,235 shares; 2024Q4: 42,514 shares; 2025Q1: 43,287 shares; 2025Q2: 36,543 shares; 2025Q3: 19,921 shares; 2025Q4: 17,530 shares 17,530 $3.5M 0.09% -2,391 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: 8,526 shares; 2024Q4: 7,652 shares; 2025Q1: 7,455 shares; 2025Q2: 7,074 shares; 2025Q3: 5,841 shares; 2025Q4: 6,011 shares 6,011 $3.49M 0.09% +170 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,098 shares; 2025Q2: 68,656 shares; 2025Q3: 120,362 shares; 2025Q4: 162,272 shares 162,272 $3.45M 0.09% +41,910 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: 5,036 shares; 2024Q4: 4,850 shares; 2025Q1: 4,362 shares; 2025Q2: 4,576 shares; 2025Q3: 4,126 shares; 2025Q4: 22,450 shares 22,450 $3.44M 0.09% +18,324 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: 19,903 shares; 2024Q4: 21,887 shares; 2025Q1: 21,215 shares; 2025Q2: 21,934 shares; 2025Q3: 22,035 shares; 2025Q4: 24,635 shares 24,635 $3.43M 0.09% +2,600 Timeline QTEC 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: 8,116 shares; 2024Q4: 10,818 shares; 2025Q1: 15,404 shares; 2025Q2: 14,906 shares; 2025Q3: 15,095 shares; 2025Q4: 14,785 shares 14,785 $3.4M 0.09% -310 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: 50,916 shares; 2024Q4: 29,800 shares; 2025Q1: 31,488 shares; 2025Q2: 30,189 shares; 2025Q3: 29,371 shares; 2025Q4: 28,971 shares 28,971 $3.4M 0.09% -400 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: 8,365 shares; 2024Q4: 7,795 shares; 2025Q1: 7,729 shares; 2025Q2: 7,838 shares; 2025Q3: 7,016 shares; 2025Q4: 7,259 shares 7,259 $3.39M 0.09% +243 Timeline SMCO 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: 20,721 shares; 2024Q4: 20,712 shares; 2025Q1: 31,058 shares; 2025Q2: 35,495 shares; 2025Q3: 126,111 shares; 2025Q4: 124,071 shares 124,071 $3.33M 0.09% -2,040 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: 14,811 shares; 2024Q4: 12,639 shares; 2025Q1: 27,183 shares; 2025Q2: 10,468 shares; 2025Q3: 11,926 shares; 2025Q4: 12,709 shares 12,709 $3.27M 0.08% +783 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: 26,672 shares; 2024Q4: 33,718 shares; 2025Q1: 40,595 shares; 2025Q2: 44,476 shares; 2025Q3: 44,322 shares; 2025Q4: 46,995 shares 46,995 $3.26M 0.08% +2,673 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,904 shares; 2024Q4: 92,839 shares; 2025Q1: 86,427 shares; 2025Q2: 86,547 shares; 2025Q3: 90,690 shares; 2025Q4: 86,131 shares 86,131 $3.26M 0.08% -4,559 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,947 shares; 2024Q4: 20,878 shares; 2025Q1: 20,898 shares; 2025Q2: 20,424 shares; 2025Q3: 21,945 shares; 2025Q4: 22,961 shares 22,961 $3.24M 0.08% +1,016 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: 17,397 shares; 2024Q4: 16,725 shares; 2025Q1: 15,556 shares; 2025Q2: 14,441 shares; 2025Q3: 15,114 shares; 2025Q4: 18,174 shares 18,174 $3.23M 0.08% +3,060 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,137 shares; 2024Q4: 30,380 shares; 2025Q1: 26,634 shares; 2025Q2: 29,981 shares; 2025Q3: 33,589 shares; 2025Q4: 34,482 shares 34,482 $3.21M 0.08% +893 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: 57,031 shares; 2024Q4: 58,306 shares; 2025Q1: 62,126 shares; 2025Q2: 62,155 shares; 2025Q3: 63,869 shares; 2025Q4: 67,992 shares 67,992 $3.18M 0.08% +4,123 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: 25,231 shares; 2024Q4: 24,695 shares; 2025Q1: 24,617 shares; 2025Q2: 24,569 shares; 2025Q3: 24,570 shares; 2025Q4: 29,580 shares 29,580 $3.17M 0.08% +5,010 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,726 shares; 2024Q4: 6,323 shares; 2025Q1: 6,412 shares; 2025Q2: 7,983 shares; 2025Q3: 8,736 shares; 2025Q4: 9,390 shares 9,390 $3.16M 0.08% +654 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,554 shares; 2025Q1: 30,707 shares; 2025Q2: 27,694 shares; 2025Q3: 26,648 shares; 2025Q4: 27,583 shares 27,583 $3.12M 0.08% +935 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,994 shares; 2024Q4: 20,623 shares; 2025Q1: 31,240 shares; 2025Q2: 29,170 shares; 2025Q3: 25,697 shares; 2025Q4: 27,033 shares 27,033 $3.12M 0.08% +1,336 Timeline FIXD 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: 147,367 shares; 2024Q4: 152,104 shares; 2025Q1: 79,597 shares; 2025Q2: 76,685 shares; 2025Q3: 72,014 shares; 2025Q4: 70,245 shares 70,245 $3.11M 0.08% -1,769 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,366 shares; 2024Q4: 32,287 shares; 2025Q1: 32,275 shares; 2025Q2: 32,390 shares; 2025Q3: 30,679 shares; 2025Q4: 24,723 shares 24,723 $3.11M 0.08% -5,956 Timeline SJNK 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: 88,009 shares; 2024Q4: 89,416 shares; 2025Q1: 103,570 shares; 2025Q2: 103,482 shares; 2025Q3: 105,801 shares; 2025Q4: 122,509 shares 122,509 $3.1M 0.08% +16,708 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: 26,421 shares; 2024Q4: 29,889 shares; 2025Q1: 31,278 shares; 2025Q2: 30,278 shares; 2025Q3: 31,343 shares; 2025Q4: 33,805 shares 33,805 $3.09M 0.08% +2,462 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,318 shares; 2024Q4: 49,433 shares; 2025Q1: 42,480 shares; 2025Q2: 35,229 shares; 2025Q3: 37,834 shares; 2025Q4: 60,555 shares 60,555 $3.08M 0.08% +22,721 Timeline VFH 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: 23,740 shares; 2024Q4: 23,842 shares; 2025Q1: 23,691 shares; 2025Q2: 23,512 shares; 2025Q3: 22,710 shares; 2025Q4: 22,756 shares 22,756 $3.04M 0.08% +46 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,326 shares; 2024Q4: 80,526 shares; 2025Q1: 75,111 shares; 2025Q2: 67,050 shares; 2025Q3: 74,603 shares; 2025Q4: 65,216 shares 65,216 $3.03M 0.08% -9,387 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $3.02M 0.08% 0 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: 6,422 shares; 2024Q4: 6,448 shares; 2025Q1: 6,517 shares; 2025Q2: 6,917 shares; 2025Q3: 6,678 shares; 2025Q4: 7,065 shares 7,065 $3.01M 0.08% +387 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,438 shares; 2024Q4: 187,252 shares; 2025Q1: 209,891 shares; 2025Q2: 207,738 shares; 2025Q3: 207,519 shares; 2025Q4: 220,186 shares 220,186 $2.99M 0.08% +12,667 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,630 shares; 2024Q4: 139,349 shares; 2025Q1: 124,561 shares; 2025Q2: 117,959 shares; 2025Q3: 142,715 shares; 2025Q4: 162,535 shares 162,535 $2.96M 0.08% +19,820 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: 104,781 shares; 2024Q4: 69,058 shares; 2025Q1: 63,893 shares; 2025Q2: 59,391 shares; 2025Q3: 55,134 shares; 2025Q4: 54,765 shares 54,765 $2.95M 0.08% -369 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: 82,219 shares; 2024Q4: 33,624 shares; 2025Q1: 31,535 shares; 2025Q2: 25,016 shares; 2025Q3: 23,164 shares; 2025Q4: 21,801 shares 21,801 $2.95M 0.08% -1,363 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,520 shares; 2024Q4: 37,125 shares; 2025Q1: 38,794 shares; 2025Q2: 40,235 shares; 2025Q3: 37,369 shares; 2025Q4: 34,896 shares 34,896 $2.94M 0.08% -2,473 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,314 shares; 2024Q4: 75,359 shares; 2025Q1: 66,668 shares; 2025Q2: 64,841 shares; 2025Q3: 65,599 shares; 2025Q4: 50,276 shares 50,276 $2.94M 0.08% -15,323 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: 7,733 shares; 2024Q4: 8,756 shares; 2025Q1: 8,035 shares; 2025Q2: 8,220 shares; 2025Q3: 8,239 shares; 2025Q4: 9,366 shares 9,366 $2.89M 0.07% +1,127 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,765 shares; 2024Q4: 18,254 shares; 2025Q1: 21,058 shares; 2025Q2: 20,230 shares; 2025Q3: 28,234 shares; 2025Q4: 20,920 shares 20,920 $2.89M 0.07% -7,314 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,979 shares; 2025Q2: 46,731 shares; 2025Q3: 74,709 shares; 2025Q4: 73,668 shares 73,668 $2.88M 0.07% -1,041 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,824 shares; 2025Q1: 22,030 shares; 2025Q2: 19,061 shares; 2025Q3: 23,099 shares; 2025Q4: 21,886 shares 21,886 $2.87M 0.07% -1,213 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,396 shares; 2024Q4: 6,964 shares; 2025Q1: 6,785 shares; 2025Q2: 5,442 shares; 2025Q3: 4,846 shares; 2025Q4: 4,710 shares 4,710 $2.85M 0.07% -136 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: 35,422 shares; 2024Q4: 35,537 shares; 2025Q1: 31,286 shares; 2025Q2: 29,416 shares; 2025Q3: 30,486 shares; 2025Q4: 29,938 shares 29,938 $2.85M 0.07% -548 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,743 shares; 2024Q4: 219,581 shares; 2025Q1: 243,889 shares; 2025Q2: 240,607 shares; 2025Q3: 202,039 shares; 2025Q4: 163,782 shares 163,782 $2.83M 0.07% -38,257 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,084 shares; 2024Q4: 21,551 shares; 2025Q1: 22,127 shares; 2025Q2: 24,625 shares; 2025Q3: 21,976 shares; 2025Q4: 20,710 shares 20,710 $2.81M 0.07% -1,266 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,329 shares; 2024Q4: 21,494 shares; 2025Q1: 23,302 shares; 2025Q2: 23,796 shares; 2025Q3: 29,481 shares; 2025Q4: 38,930 shares 38,930 $2.78M 0.07% +9,449 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: 13,101 shares; 2024Q4: 12,737 shares; 2025Q1: 12,754 shares; 2025Q2: 12,494 shares; 2025Q3: 12,052 shares; 2025Q4: 11,125 shares 11,125 $2.76M 0.07% -927 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,256 shares; 2024Q4: 20,256 shares; 2025Q1: 18,418 shares; 2025Q2: 18,265 shares; 2025Q3: 19,610 shares; 2025Q4: 22,069 shares 22,069 $2.74M 0.07% +2,459 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: 9,544 shares; 2024Q4: 6,332 shares; 2025Q1: 5,853 shares; 2025Q2: 5,801 shares; 2025Q3: 5,848 shares; 2025Q4: 5,636 shares 5,636 $2.73M 0.07% -212 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,109 shares; 2024Q4: 5,677 shares; 2025Q1: 6,099 shares; 2025Q2: 5,917 shares; 2025Q3: 6,007 shares; 2025Q4: 4,659 shares 4,659 $2.71M 0.07% -1,348 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,738 shares; 2024Q4: 29,813 shares; 2025Q1: 36,333 shares; 2025Q2: 36,333 shares; 2025Q3: 36,333 shares; 2025Q4: 36,333 shares 36,333 $2.67M 0.07% 0 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: 15,334 shares; 2024Q4: 15,090 shares; 2025Q1: 16,384 shares; 2025Q2: 22,739 shares; 2025Q3: 12,940 shares; 2025Q4: 17,173 shares 17,173 $2.66M 0.07% +4,233 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,808 shares; 2024Q4: 25,059 shares; 2025Q1: 26,101 shares; 2025Q2: 24,133 shares; 2025Q3: 27,833 shares; 2025Q4: 27,604 shares 27,604 $2.65M 0.07% -229 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: 20,821 shares; 2024Q4: 21,100 shares; 2025Q1: 18,594 shares; 2025Q2: 18,615 shares; 2025Q3: 18,584 shares; 2025Q4: 18,787 shares 18,787 $2.65M 0.07% +203 Timeline VCLT 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: 31,135 shares; 2024Q4: 31,160 shares; 2025Q1: 32,040 shares; 2025Q2: 31,674 shares; 2025Q3: 32,257 shares; 2025Q4: 34,926 shares 34,926 $2.65M 0.07% +2,669 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,861 shares; 2024Q4: 9,826 shares; 2025Q1: 9,546 shares; 2025Q2: 9,268 shares; 2025Q3: 9,221 shares; 2025Q4: 9,141 shares 9,141 $2.64M 0.07% -80 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,254 shares; 2024Q4: 33,598 shares; 2025Q1: 31,167 shares; 2025Q2: 31,160 shares; 2025Q3: 30,994 shares; 2025Q4: 31,950 shares 31,950 $2.64M 0.07% +956 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: 19,745 shares; 2024Q4: 77,275 shares; 2025Q1: 80,532 shares; 2025Q2: 83,359 shares; 2025Q3: 73,517 shares; 2025Q4: 80,720 shares 80,720 $2.63M 0.07% +7,203 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,475 shares; 2024Q4: 32,608 shares; 2025Q1: 28,363 shares; 2025Q2: 26,951 shares; 2025Q3: 25,955 shares; 2025Q4: 27,029 shares 27,029 $2.59M 0.07% +1,074 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: 6,426 shares; 2024Q4: 6,456 shares; 2025Q1: 5,992 shares; 2025Q2: 5,968 shares; 2025Q3: 5,854 shares; 2025Q4: 5,804 shares 5,804 $2.58M 0.07% -50 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,392 shares; 2024Q4: 3,897 shares; 2025Q1: 4,657 shares; 2025Q2: 3,798 shares; 2025Q3: 8,605 shares; 2025Q4: 9,325 shares 9,325 $2.57M 0.07% +720 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,593 shares; 2025Q1: 16,185 shares; 2025Q2: 15,900 shares; 2025Q3: 14,964 shares; 2025Q4: 14,982 shares 14,982 $2.57M 0.07% +18 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,375 shares; 2024Q4: 21,007 shares; 2025Q1: 20,837 shares; 2025Q2: 20,799 shares; 2025Q3: 20,366 shares; 2025Q4: 20,357 shares 20,357 $2.56M 0.07% -9 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: 68,037 shares; 2024Q4: 61,206 shares; 2025Q1: 51,334 shares; 2025Q2: 53,136 shares; 2025Q3: 48,842 shares; 2025Q4: 47,535 shares 47,535 $2.56M 0.07% -1,307 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,481 shares; 2024Q4: 14,773 shares; 2025Q1: 16,010 shares; 2025Q2: 12,090 shares; 2025Q3: 12,462 shares; 2025Q4: 8,762 shares 8,762 $2.54M 0.07% -3,700 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,007 shares; 2024Q4: 134,718 shares; 2025Q1: 142,293 shares; 2025Q2: 104,719 shares; 2025Q3: 99,911 shares; 2025Q4: 102,087 shares 102,087 $2.54M 0.07% +2,176 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,041 shares; 2024Q4: 8,774 shares; 2025Q1: 7,752 shares; 2025Q2: 7,540 shares; 2025Q3: 7,858 shares; 2025Q4: 9,039 shares 9,039 $2.47M 0.06% +1,181 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,084 shares; 2024Q4: 47,977 shares; 2025Q1: 44,102 shares; 2025Q2: 41,834 shares; 2025Q3: 41,992 shares; 2025Q4: 41,051 shares 41,051 $2.47M 0.06% -941 Timeline FHLC 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: 43,061 shares; 2024Q4: 42,655 shares; 2025Q1: 41,153 shares; 2025Q2: 36,568 shares; 2025Q3: 34,096 shares; 2025Q4: 33,111 shares 33,111 $2.46M 0.06% -985 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: 15,117 shares; 2024Q4: 14,433 shares; 2025Q1: 14,910 shares; 2025Q2: 14,874 shares; 2025Q3: 16,588 shares; 2025Q4: 16,476 shares 16,476 $2.45M 0.06% -112 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,338 shares; 2024Q4: 10,333 shares; 2025Q1: 9,637 shares; 2025Q2: 8,757 shares; 2025Q3: 8,349 shares; 2025Q4: 8,739 shares 8,739 $2.45M 0.06% +390 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,787 shares; 2024Q4: 17,454 shares; 2025Q1: 17,090 shares; 2025Q2: 15,902 shares; 2025Q3: 14,167 shares; 2025Q4: 13,976 shares 13,976 $2.42M 0.06% -191 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,143 shares; 2024Q4: 21,948 shares; 2025Q1: 20,053 shares; 2025Q2: 17,236 shares; 2025Q3: 17,770 shares; 2025Q4: 19,715 shares 19,715 $2.42M 0.06% +1,945 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,323 shares; 2024Q4: 8,470 shares; 2025Q1: 7,662 shares; 2025Q2: 6,762 shares; 2025Q3: 6,456 shares; 2025Q4: 7,469 shares 7,469 $2.41M 0.06% +1,013 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: 23,789 shares; 2024Q4: 23,267 shares; 2025Q1: 23,337 shares; 2025Q2: 19,811 shares; 2025Q3: 28,000 shares; 2025Q4: 28,472 shares 28,472 $2.41M 0.06% +472 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,800 shares; 2024Q4: 98,168 shares; 2025Q1: 93,829 shares; 2025Q2: 92,204 shares; 2025Q3: 87,834 shares; 2025Q4: 86,264 shares 86,264 $2.37M 0.06% -1,570 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,517 shares; 2024Q4: 25,729 shares; 2025Q1: 24,774 shares; 2025Q2: 24,069 shares; 2025Q3: 23,809 shares; 2025Q4: 23,784 shares 23,784 $2.36M 0.06% -25 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,663 shares; 2024Q4: 27,517 shares; 2025Q1: 24,265 shares; 2025Q2: 22,287 shares; 2025Q3: 18,042 shares; 2025Q4: 18,070 shares 18,070 $2.33M 0.06% +28 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,676 shares; 2024Q4: 20,340 shares; 2025Q1: 18,996 shares; 2025Q2: 19,000 shares; 2025Q3: 19,179 shares; 2025Q4: 18,247 shares 18,247 $2.33M 0.06% -932 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: 89,595 shares; 2024Q4: 104,608 shares; 2025Q1: 56,992 shares; 2025Q2: 51,153 shares; 2025Q3: 20,630 shares; 2025Q4: 20,432 shares 20,432 $2.33M 0.06% -198 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,881 shares; 2024Q4: 48,235 shares; 2025Q1: 46,719 shares; 2025Q2: 45,718 shares; 2025Q3: 45,659 shares; 2025Q4: 45,658 shares 45,658 $2.32M 0.06% -1 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: 9,147 shares; 2024Q4: 8,963 shares; 2025Q1: 8,336 shares; 2025Q2: 10,646 shares; 2025Q3: 10,335 shares; 2025Q4: 9,554 shares 9,554 $2.32M 0.06% -781 Timeline IGV 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: 35,520 shares; 2024Q4: 28,629 shares; 2025Q1: 27,332 shares; 2025Q2: 23,709 shares; 2025Q3: 22,882 shares; 2025Q4: 21,791 shares 21,791 $2.3M 0.06% -1,091 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: 25,103 shares; 2024Q4: 25,083 shares; 2025Q1: 23,087 shares; 2025Q2: 9,745 shares; 2025Q3: 9,595 shares; 2025Q4: 9,545 shares 9,545 $2.3M 0.06% -50 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,023 shares; 2024Q4: 16,222 shares; 2025Q1: 14,854 shares; 2025Q2: 14,723 shares; 2025Q3: 14,351 shares; 2025Q4: 14,351 shares 14,351 $2.29M 0.06% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,412 shares; 2024Q4: 60,616 shares; 2025Q1: 58,938 shares; 2025Q2: 60,559 shares; 2025Q3: 59,610 shares; 2025Q4: 65,738 shares 65,738 $2.25M 0.06% +6,128 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: 15,097 shares; 2024Q4: 14,396 shares; 2025Q1: 8,109 shares; 2025Q2: 7,845 shares; 2025Q3: 8,122 shares; 2025Q4: 8,264 shares 8,264 $2.22M 0.06% +142 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,529 shares; 2024Q4: 34,519 shares; 2025Q1: 32,638 shares; 2025Q2: 27,805 shares; 2025Q3: 28,580 shares; 2025Q4: 30,159 shares 30,159 $2.22M 0.06% +1,579 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,640 shares; 2024Q4: 8,262 shares; 2025Q1: 7,923 shares; 2025Q2: 7,750 shares; 2025Q3: 7,565 shares; 2025Q4: 7,599 shares 7,599 $2.2M 0.06% +34 Timeline BJUL 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: 53,966 shares; 2024Q4: 50,621 shares; 2025Q1: 49,931 shares; 2025Q2: 45,250 shares; 2025Q3: 43,379 shares; 2025Q4: 43,224 shares 43,224 $2.19M 0.06% -155 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,451 shares; 2024Q4: 2,219 shares; 2025Q1: 2,272 shares; 2025Q2: 1,963 shares; 2025Q3: 1,832 shares; 2025Q4: 1,792 shares 1,792 $2.18M 0.06% -40 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,149 shares; 2024Q4: 10,757 shares; 2025Q1: 10,960 shares; 2025Q2: 10,915 shares; 2025Q3: 10,915 shares; 2025Q4: 11,956 shares 11,956 $2.17M 0.06% +1,041 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: 6,209 shares; 2024Q4: 6,228 shares; 2025Q1: 6,064 shares; 2025Q2: 5,947 shares; 2025Q3: 5,454 shares; 2025Q4: 5,497 shares 5,497 $2.17M 0.06% +43 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,970 shares; 2024Q4: 9,654 shares; 2025Q1: 9,864 shares; 2025Q2: 9,919 shares; 2025Q3: 9,365 shares; 2025Q4: 9,405 shares 9,405 $2.16M 0.06% +40 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: 18,724 shares; 2024Q4: 18,332 shares; 2025Q1: 18,383 shares; 2025Q2: 21,355 shares; 2025Q3: 20,899 shares; 2025Q4: 20,507 shares 20,507 $2.15M 0.06% -392 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: 1,638 shares; 2024Q4: 1,660 shares; 2025Q1: 1,614 shares; 2025Q2: 1,961 shares; 2025Q3: 2,682 shares; 2025Q4: 3,274 shares 3,274 $2.14M 0.06% +592 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: 18,409 shares; 2024Q4: 18,512 shares; 2025Q1: 21,062 shares; 2025Q2: 33,479 shares; 2025Q3: 35,866 shares; 2025Q4: 42,199 shares 42,199 $2.11M 0.05% +6,333 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,626 shares; 2024Q4: 9,982 shares; 2025Q1: 8,463 shares; 2025Q2: 7,194 shares; 2025Q3: 6,976 shares; 2025Q4: 7,733 shares 7,733 $2.1M 0.05% +757 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,448 shares; 2024Q4: 17,669 shares; 2025Q1: 17,361 shares; 2025Q2: 23,620 shares; 2025Q3: 26,024 shares; 2025Q4: 24,492 shares 24,492 $2.08M 0.05% -1,532 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,509 shares; 2024Q4: 1,617 shares; 2025Q1: 1,931 shares; 2025Q2: 1,718 shares; 2025Q3: 2,284 shares; 2025Q4: 2,684 shares 2,684 $2.07M 0.05% +400 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,616 shares; 2024Q4: 10,311 shares; 2025Q1: 9,672 shares; 2025Q2: 9,444 shares; 2025Q3: 8,931 shares; 2025Q4: 8,489 shares 8,489 $2.06M 0.05% -442 Timeline FNCL 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: 29,818 shares; 2024Q4: 29,094 shares; 2025Q1: 28,330 shares; 2025Q2: 28,063 shares; 2025Q3: 27,631 shares; 2025Q4: 26,460 shares 26,460 $2.06M 0.05% -1,171 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,909 shares; 2024Q4: 27,836 shares; 2025Q1: 25,551 shares; 2025Q2: 26,882 shares; 2025Q3: 26,106 shares; 2025Q4: 25,797 shares 25,797 $2.06M 0.05% -309 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,929 shares; 2024Q4: 113,631 shares; 2025Q1: 113,010 shares; 2025Q2: 113,010 shares; 2025Q3: 111,945 shares; 2025Q4: 111,163 shares 111,163 $2.06M 0.05% -782 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,770 shares; 2024Q4: 9,384 shares; 2025Q1: 8,492 shares; 2025Q2: 9,980 shares; 2025Q3: 9,487 shares; 2025Q4: 9,620 shares 9,620 $2.05M 0.05% +133 Timeline MGV 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: 9,036 shares; 2024Q4: 9,036 shares; 2025Q1: 9,036 shares; 2025Q2: 9,036 shares; 2025Q3: 13,340 shares; 2025Q4: 14,546 shares 14,546 $2.05M 0.05% +1,206 Timeline FV 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: 37,066 shares; 2024Q4: 37,067 shares; 2025Q1: 37,271 shares; 2025Q2: 33,335 shares; 2025Q3: 33,360 shares; 2025Q4: 32,536 shares 32,536 $2.05M 0.05% -824 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,051 shares; 2024Q4: 29,687 shares; 2025Q1: 33,017 shares; 2025Q2: 28,848 shares; 2025Q3: 28,239 shares; 2025Q4: 56,276 shares 56,276 $2.04M 0.05% +28,037 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,607 shares; 2024Q4: 14,178 shares; 2025Q1: 15,773 shares; 2025Q2: 15,266 shares; 2025Q3: 13,502 shares; 2025Q4: 13,871 shares 13,871 $2.03M 0.05% +369 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,794 shares; 2024Q4: 70,819 shares; 2025Q1: 82,789 shares; 2025Q2: 82,789 shares; 2025Q3: 82,789 shares; 2025Q4: 82,789 shares 82,789 $2.03M 0.05% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,142 shares; 2025Q1: 15,180 shares; 2025Q2: 15,142 shares; 2025Q3: 20,866 shares; 2025Q4: 26,238 shares 26,238 $2.02M 0.05% +5,372 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: 6,354 shares; 2024Q4: 6,394 shares; 2025Q1: 6,762 shares; 2025Q2: 8,176 shares; 2025Q3: 9,941 shares; 2025Q4: 9,939 shares 9,939 $2.02M 0.05% -2 Timeline XME 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: 28,990 shares; 2024Q4: 28,921 shares; 2025Q1: 19,709 shares; 2025Q2: 19,309 shares; 2025Q3: 18,628 shares; 2025Q4: 19,379 shares 19,379 $2.01M 0.05% +751 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,863 shares; 2024Q4: 51,604 shares; 2025Q1: 48,134 shares; 2025Q2: 61,588 shares; 2025Q3: 56,440 shares; 2025Q4: 82,088 shares 82,088 $2M 0.05% +25,648 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: 3,843 shares; 2024Q4: 5,365 shares; 2025Q1: 3,957 shares; 2025Q2: 3,986 shares; 2025Q3: 3,949 shares; 2025Q4: 4,689 shares 4,689 $1.98M 0.05% +740 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,986 shares; 2024Q4: 33,230 shares; 2025Q1: 32,127 shares; 2025Q2: 32,135 shares; 2025Q3: 26,201 shares; 2025Q4: 24,890 shares 24,890 $1.98M 0.05% -1,311 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: 15,697 shares; 2024Q4: 15,658 shares; 2025Q1: 24,785 shares; 2025Q2: 18,022 shares; 2025Q3: 18,558 shares; 2025Q4: 33,561 shares 33,561 $1.97M 0.05% +15,003 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,439 shares; 2024Q4: 8,973 shares; 2025Q1: 4,896 shares; 2025Q2: 5,122 shares; 2025Q3: 4,615 shares; 2025Q4: 8,847 shares 8,847 $1.97M 0.05% +4,232 Timeline BANK OF AMER CORP 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: 1,574 shares; 2024Q4: 1,574 shares; 2025Q1: 1,615 shares; 2025Q2: 1,615 shares; 2025Q3: 1,639 shares; 2025Q4: 1,549 shares 1,549 $1.97M 0.05% -90 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: 11,431 shares; 2024Q4: 9,715 shares; 2025Q1: 8,950 shares; 2025Q2: 8,388 shares; 2025Q3: 8,212 shares; 2025Q4: 8,607 shares 8,607 $1.96M 0.05% +395 Timeline VGK 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: 3,933 shares; 2024Q4: 4,933 shares; 2025Q1: 21,455 shares; 2025Q2: 23,424 shares; 2025Q3: 23,394 shares; 2025Q4: 23,306 shares 23,306 $1.95M 0.05% -88 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: 6,177 shares; 2024Q4: 6,160 shares; 2025Q1: 6,507 shares; 2025Q2: 7,023 shares; 2025Q3: 6,652 shares; 2025Q4: 6,698 shares 6,698 $1.93M 0.05% +46 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,885 shares; 2025Q3: 58,382 shares; 2025Q4: 60,642 shares 60,642 $1.92M 0.05% +2,260 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,091 shares; 2025Q2: 12,890 shares; 2025Q3: 15,675 shares; 2025Q4: 18,830 shares 18,830 $1.91M 0.05% +3,155 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: 4,585 shares; 2024Q4: 22,168 shares; 2025Q1: 21,325 shares; 2025Q2: 22,648 shares; 2025Q3: 22,612 shares; 2025Q4: 17,278 shares 17,278 $1.9M 0.05% -5,334 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,019 shares; 2024Q4: 33,164 shares; 2025Q1: 30,746 shares; 2025Q2: 25,786 shares; 2025Q3: 18,906 shares; 2025Q4: 20,294 shares 20,294 $1.9M 0.05% +1,388 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,849 shares; 2024Q4: 17,636 shares; 2025Q1: 18,279 shares; 2025Q2: 17,779 shares; 2025Q3: 17,779 shares; 2025Q4: 18,812 shares 18,812 $1.89M 0.05% +1,033 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,916 shares; 2024Q4: 54,286 shares; 2025Q1: 32,766 shares; 2025Q2: 32,766 shares; 2025Q3: 36,009 shares; 2025Q4: 35,691 shares 35,691 $1.89M 0.05% -318 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,127 shares; 2024Q4: 6,454 shares; 2025Q1: 5,501 shares; 2025Q2: 5,526 shares; 2025Q3: 5,939 shares; 2025Q4: 6,462 shares 6,462 $1.88M 0.05% +523 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,662 shares; 2024Q4: 10,612 shares; 2025Q1: 9,509 shares; 2025Q2: 9,777 shares; 2025Q3: 9,459 shares; 2025Q4: 10,070 shares 10,070 $1.87M 0.05% +611 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: 22,615 shares; 2024Q4: 22,696 shares; 2025Q1: 21,696 shares; 2025Q2: 20,729 shares; 2025Q3: 20,843 shares; 2025Q4: 40,849 shares 40,849 $1.85M 0.05% +20,006 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: 17,336 shares; 2024Q4: 16,967 shares; 2025Q1: 16,398 shares; 2025Q2: 15,712 shares; 2025Q3: 15,615 shares; 2025Q4: 16,938 shares 16,938 $1.85M 0.05% +1,323 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: 34,486 shares; 2024Q4: 34,550 shares; 2025Q1: 34,486 shares; 2025Q2: 32,736 shares; 2025Q3: 31,379 shares; 2025Q4: 30,529 shares 30,529 $1.85M 0.05% -850 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,914 shares; 2024Q4: 3,713 shares; 2025Q1: 4,964 shares; 2025Q2: 4,822 shares; 2025Q3: 4,608 shares; 2025Q4: 5,238 shares 5,238 $1.85M 0.05% +630 Timeline RPG 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: 39,250 shares; 2024Q4: 38,900 shares; 2025Q1: 39,169 shares; 2025Q2: 37,716 shares; 2025Q3: 37,166 shares; 2025Q4: 39,396 shares 39,396 $1.84M 0.05% +2,230 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 906 shares; 2025Q1: 1,283 shares; 2025Q2: 1,184 shares; 2025Q3: 1,042 shares; 2025Q4: 911 shares 911 $1.83M 0.05% -131 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: 33,138 shares; 2024Q4: 33,154 shares; 2025Q1: 28,718 shares; 2025Q2: 28,339 shares; 2025Q3: 26,255 shares; 2025Q4: 24,796 shares 24,796 $1.82M 0.05% -1,459 Timeline PDP 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: 16,741 shares; 2024Q4: 16,741 shares; 2025Q1: 16,713 shares; 2025Q2: 16,293 shares; 2025Q3: 15,428 shares; 2025Q4: 15,608 shares 15,608 $1.82M 0.05% +180 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: 6,564 shares; 2024Q4: 6,583 shares; 2025Q1: 5,916 shares; 2025Q2: 6,115 shares; 2025Q3: 6,010 shares; 2025Q4: 5,790 shares 5,790 $1.81M 0.05% -220 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,306 shares; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,301 shares; 2025Q4: 1,292 shares 1,292 $1.8M 0.05% -9 Timeline FCOM 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: 26,694 shares; 2024Q4: 26,867 shares; 2025Q1: 26,660 shares; 2025Q2: 24,646 shares; 2025Q3: 24,609 shares; 2025Q4: 24,570 shares 24,570 $1.8M 0.05% -39 Timeline XBJA 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: 56,303 shares; 2024Q4: 52,400 shares; 2025Q1: 52,400 shares; 2025Q2: 57,061 shares; 2025Q3: 57,061 shares; 2025Q4: 56,106 shares 56,106 $1.79M 0.05% -955 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,387 shares; 2024Q4: 4,740 shares; 2025Q1: 4,597 shares; 2025Q2: 3,957 shares; 2025Q3: 3,831 shares; 2025Q4: 3,918 shares 3,918 $1.78M 0.05% +87 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: 1,939 shares; 2024Q4: 2,038 shares; 2025Q1: 1,987 shares; 2025Q2: 1,975 shares; 2025Q3: 4,987 shares; 2025Q4: 5,868 shares 5,868 $1.77M 0.05% +881 Timeline UCON 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: 42,256 shares; 2024Q4: 53,916 shares; 2025Q1: 63,173 shares; 2025Q2: 61,926 shares; 2025Q3: 64,627 shares; 2025Q4: 70,224 shares 70,224 $1.77M 0.05% +5,597 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,392 shares; 2024Q4: 6,376 shares; 2025Q1: 6,213 shares; 2025Q2: 6,107 shares; 2025Q3: 5,635 shares; 2025Q4: 5,905 shares 5,905 $1.76M 0.05% +270 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,247 shares; 2024Q4: 35,410 shares; 2025Q1: 36,196 shares; 2025Q2: 36,568 shares; 2025Q3: 35,404 shares; 2025Q4: 36,652 shares 36,652 $1.76M 0.05% +1,248 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2,212 shares; 2025Q1: 3,757 shares; 2025Q2: 3,748 shares; 2025Q3: 3,773 shares; 2025Q4: 3,947 shares 3,947 $1.75M 0.05% +174 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,223 shares; 2024Q4: 9,978 shares; 2025Q1: 9,778 shares; 2025Q2: 9,744 shares; 2025Q3: 8,939 shares; 2025Q4: 8,505 shares 8,505 $1.75M 0.05% -434 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: 23,711 shares; 2024Q4: 21,397 shares; 2025Q1: 23,257 shares; 2025Q2: 20,393 shares; 2025Q3: 22,944 shares; 2025Q4: 18,257 shares 18,257 $1.74M 0.04% -4,687 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: 25,456 shares; 2024Q4: 15,652 shares; 2025Q1: 16,330 shares; 2025Q2: 17,993 shares; 2025Q3: 19,497 shares; 2025Q4: 19,817 shares 19,817 $1.73M 0.04% +320 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,012 shares; 2024Q4: 64,008 shares; 2025Q1: 56,752 shares; 2025Q2: 48,990 shares; 2025Q3: 42,623 shares; 2025Q4: 33,982 shares 33,982 $1.73M 0.04% -8,641 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,847 shares; 2024Q4: 3,704 shares; 2025Q1: 3,810 shares; 2025Q2: 3,251 shares; 2025Q3: 3,206 shares; 2025Q4: 3,348 shares 3,348 $1.71M 0.04% +142 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,973 shares; 2024Q4: 13,010 shares; 2025Q1: 13,179 shares; 2025Q2: 11,780 shares; 2025Q3: 11,505 shares; 2025Q4: 11,514 shares 11,514 $1.71M 0.04% +9 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,445 shares; 2024Q4: 4,818 shares; 2025Q1: 4,214 shares; 2025Q2: 3,652 shares; 2025Q3: 3,707 shares; 2025Q4: 3,000 shares 3,000 $1.7M 0.04% -707 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,832 shares; 2024Q4: 13,099 shares; 2025Q1: 11,446 shares; 2025Q2: 12,478 shares; 2025Q3: 12,219 shares; 2025Q4: 12,356 shares 12,356 $1.7M 0.04% +137 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,082 shares; 2024Q4: 23,167 shares; 2025Q1: 22,898 shares; 2025Q2: 22,450 shares; 2025Q3: 22,820 shares; 2025Q4: 22,879 shares 22,879 $1.7M 0.04% +59 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,772 shares; 2024Q4: 17,154 shares; 2025Q1: 17,331 shares; 2025Q2: 15,659 shares; 2025Q3: 15,769 shares; 2025Q4: 15,417 shares 15,417 $1.69M 0.04% -352 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: 179,303 shares; 2024Q4: 548,544 shares; 2025Q1: 571,440 shares; 2025Q2: 565,172 shares; 2025Q3: 578,116 shares; 2025Q4: 61,242 shares 61,242 $1.68M 0.04% -516,874 Timeline BAUG 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: 35,972 shares; 2024Q4: 35,972 shares; 2025Q1: 35,267 shares; 2025Q2: 35,267 shares; 2025Q3: 33,391 shares; 2025Q4: 33,391 shares 33,391 $1.67M 0.04% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,066 shares; 2024Q4: 27,066 shares; 2025Q1: 24,889 shares; 2025Q2: 24,757 shares; 2025Q3: 23,703 shares; 2025Q4: 24,033 shares 24,033 $1.67M 0.04% +330 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,065 shares; 2024Q4: 9,798 shares; 2025Q1: 9,493 shares; 2025Q2: 9,403 shares; 2025Q3: 8,426 shares; 2025Q4: 8,610 shares 8,610 $1.67M 0.04% +184 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,470 shares; 2024Q4: 19,458 shares; 2025Q1: 13,179 shares; 2025Q2: 12,892 shares; 2025Q3: 12,068 shares; 2025Q4: 14,855 shares 14,855 $1.67M 0.04% +2,787 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 5,437 shares; 2025Q1: 5,568 shares; 2025Q2: 5,990 shares; 2025Q3: 6,217 shares; 2025Q4: 6,504 shares 6,504 $1.67M 0.04% +287 Timeline GDX 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: 21,803 shares; 2024Q4: 21,412 shares; 2025Q1: 19,247 shares; 2025Q2: 16,347 shares; 2025Q3: 17,604 shares; 2025Q4: 19,387 shares 19,387 $1.66M 0.04% +1,783 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,684 shares; 2024Q4: 11,745 shares; 2025Q1: 11,850 shares; 2025Q2: 10,991 shares; 2025Q3: 10,970 shares; 2025Q4: 10,660 shares 10,660 $1.66M 0.04% -310 Timeline XBAP 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: 55,420 shares; 2024Q4: 43,455 shares; 2025Q1: 42,875 shares; 2025Q2: 42,875 shares; 2025Q3: 42,875 shares; 2025Q4: 42,875 shares 42,875 $1.66M 0.04% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,324 shares; 2024Q4: 3,719 shares; 2025Q1: 3,579 shares; 2025Q2: 6,755 shares; 2025Q3: 9,195 shares; 2025Q4: 8,531 shares 8,531 $1.66M 0.04% -664 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: 6,676 shares; 2025Q1: 6,359 shares; 2025Q2: 7,196 shares; 2025Q3: 7,466 shares; 2025Q4: 7,274 shares 7,274 $1.65M 0.04% -192 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,200 shares; 2024Q4: 34,058 shares; 2025Q1: 33,060 shares; 2025Q2: 27,185 shares; 2025Q3: 25,528 shares; 2025Q4: 27,169 shares 27,169 $1.65M 0.04% +1,641 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,216 shares; 2024Q4: 18,959 shares; 2025Q1: 17,712 shares; 2025Q2: 20,105 shares; 2025Q3: 30,547 shares; 2025Q4: 30,840 shares 30,840 $1.65M 0.04% +293 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: 23,511 shares; 2024Q4: 26,421 shares; 2025Q1: 20,072 shares; 2025Q2: 12,160 shares; 2025Q3: 11,283 shares; 2025Q4: 11,460 shares 11,460 $1.64M 0.04% +177 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 1,956 shares; 2025Q1: 1,854 shares; 2025Q2: 1,910 shares; 2025Q3: 1,974 shares; 2025Q4: 1,940 shares 1,940 $1.63M 0.04% -34 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,105 shares; 2024Q4: 40,051 shares; 2025Q1: 40,919 shares; 2025Q2: 30,911 shares; 2025Q3: 30,211 shares; 2025Q4: 31,863 shares 31,863 $1.63M 0.04% +1,652 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,746 shares; 2024Q4: 37,404 shares; 2025Q1: 36,414 shares; 2025Q2: 35,319 shares; 2025Q3: 34,858 shares; 2025Q4: 35,142 shares 35,142 $1.63M 0.04% +284 Timeline BSEP 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: 39,346 shares; 2024Q4: 32,001 shares; 2025Q1: 32,001 shares; 2025Q2: 32,001 shares; 2025Q3: 32,976 shares; 2025Q4: 32,976 shares 32,976 $1.62M 0.04% 0 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: 2,771 shares; 2024Q4: 3,274 shares; 2025Q1: 3,323 shares; 2025Q2: 3,150 shares; 2025Q3: 2,243 shares; 2025Q4: 2,409 shares 2,409 $1.62M 0.04% +166 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 3,450 shares; 2025Q1: 3,780 shares; 2025Q2: 6,790 shares; 2025Q3: 6,815 shares; 2025Q4: 6,710 shares 6,710 $1.62M 0.04% -105 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 491 shares; 2025Q1: 503 shares; 2025Q2: 459 shares; 2025Q3: 460 shares; 2025Q4: 477 shares 477 $1.62M 0.04% +17 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,791 shares; 2024Q4: 89,356 shares; 2025Q1: 90,131 shares; 2025Q2: 90,596 shares; 2025Q3: 91,693 shares; 2025Q4: 96,231 shares 96,231 $1.61M 0.04% +4,538 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,298 shares; 2024Q4: 5,315 shares; 2025Q1: 5,075 shares; 2025Q2: 5,075 shares; 2025Q3: 5,083 shares; 2025Q4: 5,098 shares 5,098 $1.6M 0.04% +15 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: 82,120 shares; 2024Q4: 79,756 shares; 2025Q1: 85,126 shares; 2025Q2: 83,102 shares; 2025Q3: 81,681 shares; 2025Q4: 90,543 shares 90,543 $1.6M 0.04% +8,862 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: 9,166 shares; 2024Q4: 11,008 shares; 2025Q1: 10,118 shares; 2025Q2: 10,564 shares; 2025Q3: 12,614 shares; 2025Q4: 16,581 shares 16,581 $1.6M 0.04% +3,967 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,122 shares; 2024Q4: 10,279 shares; 2025Q1: 11,542 shares; 2025Q2: 11,738 shares; 2025Q3: 12,399 shares; 2025Q4: 13,106 shares 13,106 $1.59M 0.04% +707 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: not reported; 2024Q4: 5,985 shares; 2025Q1: 6,145 shares; 2025Q2: 28,124 shares; 2025Q3: 29,289 shares; 2025Q4: 30,189 shares 30,189 $1.59M 0.04% +900 Timeline VDC 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: 6,034 shares; 2024Q4: 6,839 shares; 2025Q1: 7,076 shares; 2025Q2: 7,228 shares; 2025Q3: 7,101 shares; 2025Q4: 7,498 shares 7,498 $1.58M 0.04% +397 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: 8,266 shares; 2024Q4: 7,965 shares; 2025Q1: 9,165 shares; 2025Q2: 8,727 shares; 2025Q3: 8,727 shares; 2025Q4: 8,850 shares 8,850 $1.57M 0.04% +123 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,124 shares; 2024Q4: 26,825 shares; 2025Q1: 35,591 shares; 2025Q2: 28,789 shares; 2025Q3: 28,099 shares; 2025Q4: 24,192 shares 24,192 $1.55M 0.04% -3,907 Timeline ESGV 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: 12,797 shares; 2024Q4: 12,596 shares; 2025Q1: 12,602 shares; 2025Q2: 12,870 shares; 2025Q3: 12,883 shares; 2025Q4: 12,726 shares 12,726 $1.54M 0.04% -157 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: 10,329 shares; 2024Q4: 10,091 shares; 2025Q1: 10,625 shares; 2025Q2: 10,546 shares; 2025Q3: 8,369 shares; 2025Q4: 7,407 shares 7,407 $1.54M 0.04% -962 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: 14,352 shares; 2024Q4: 14,308 shares; 2025Q1: 14,684 shares; 2025Q2: 14,262 shares; 2025Q3: 14,264 shares; 2025Q4: 14,465 shares 14,465 $1.51M 0.04% +201 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,879 shares; 2024Q4: 33,360 shares; 2025Q1: 30,541 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,152 shares 81,152 $1.5M 0.04% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,857 shares; 2024Q4: 95,784 shares; 2025Q1: 112,804 shares; 2025Q2: 89,101 shares; 2025Q3: 104,751 shares; 2025Q4: 73,604 shares 73,604 $1.49M 0.04% -31,147 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,912 shares; 2024Q4: 6,796 shares; 2025Q1: 5,622 shares; 2025Q2: 5,309 shares; 2025Q3: 5,072 shares; 2025Q4: 5,009 shares 5,009 $1.48M 0.04% -63 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,890 shares; 2024Q4: 23,501 shares; 2025Q1: 18,929 shares; 2025Q2: 18,881 shares; 2025Q3: 18,789 shares; 2025Q4: 19,644 shares 19,644 $1.45M 0.04% +855 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,765 shares; 2024Q4: 8,496 shares; 2025Q1: 8,452 shares; 2025Q2: 8,459 shares; 2025Q3: 8,451 shares; 2025Q4: 8,251 shares 8,251 $1.45M 0.04% -200 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,358 shares; 2024Q4: 20,366 shares; 2025Q1: 20,263 shares; 2025Q2: 18,809 shares; 2025Q3: 18,990 shares; 2025Q4: 18,874 shares 18,874 $1.45M 0.04% -116 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,101 shares; 2024Q4: 14,156 shares; 2025Q1: 13,674 shares; 2025Q2: 13,672 shares; 2025Q3: 13,602 shares; 2025Q4: 13,905 shares 13,905 $1.45M 0.04% +303 Timeline BMAR 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: 24,404 shares; 2024Q4: 24,404 shares; 2025Q1: 27,119 shares; 2025Q2: 27,119 shares; 2025Q3: 27,119 shares; 2025Q4: 27,115 shares 27,115 $1.44M 0.04% -4 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,641 shares; 2024Q4: 17,980 shares; 2025Q1: 17,504 shares; 2025Q2: 11,923 shares; 2025Q3: 11,014 shares; 2025Q4: 11,079 shares 11,079 $1.43M 0.04% +65 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: 7,933 shares; 2024Q4: 9,208 shares; 2025Q1: 9,514 shares; 2025Q2: 9,533 shares; 2025Q3: 9,091 shares; 2025Q4: 9,128 shares 9,128 $1.43M 0.04% +37 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,972 shares; 2024Q4: 33,525 shares; 2025Q1: 29,099 shares; 2025Q2: 28,296 shares; 2025Q3: 32,349 shares; 2025Q4: 21,173 shares 21,173 $1.42M 0.04% -11,176 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,201 shares; 2025Q2: 32,942 shares; 2025Q3: 36,449 shares; 2025Q4: 37,107 shares 37,107 $1.4M 0.04% +658 Timeline RWR 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: 14,366 shares; 2024Q4: 14,560 shares; 2025Q1: 12,273 shares; 2025Q2: 12,155 shares; 2025Q3: 12,454 shares; 2025Q4: 14,150 shares 14,150 $1.39M 0.04% +1,696 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: 10,533 shares; 2024Q4: 9,804 shares; 2025Q1: 14,626 shares; 2025Q2: 12,297 shares; 2025Q3: 11,843 shares; 2025Q4: 11,858 shares 11,858 $1.38M 0.04% +15 Timeline FBT 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: 1,643 shares; 2024Q4: 6,702 shares; 2025Q1: 6,740 shares; 2025Q2: 6,243 shares; 2025Q3: 7,140 shares; 2025Q4: 6,661 shares 6,661 $1.38M 0.04% -479 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: 19,728 shares; 2024Q4: 19,122 shares; 2025Q1: 19,337 shares; 2025Q2: 19,223 shares; 2025Q3: 15,910 shares; 2025Q4: 15,533 shares 15,533 $1.37M 0.04% -377 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,702 shares; 2024Q4: 20,902 shares; 2025Q1: 20,902 shares; 2025Q2: 22,442 shares; 2025Q3: 16,066 shares; 2025Q4: 27,601 shares 27,601 $1.37M 0.04% +11,535 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,544 shares; 2024Q4: 19,183 shares; 2025Q1: 19,957 shares; 2025Q2: 20,238 shares; 2025Q3: 22,260 shares; 2025Q4: 23,282 shares 23,282 $1.36M 0.04% +1,022 Timeline XBJL 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: 48,879 shares; 2024Q4: 35,079 shares; 2025Q1: 35,079 shares; 2025Q2: 33,234 shares; 2025Q3: 36,299 shares; 2025Q4: 35,633 shares 35,633 $1.36M 0.04% -666 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: 31,650 shares; 2024Q4: 31,650 shares; 2025Q1: 30,397 shares; 2025Q2: 28,818 shares; 2025Q3: 26,936 shares; 2025Q4: 26,360 shares 26,360 $1.36M 0.04% -576 Timeline FEZ 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: 18,710 shares; 2024Q4: 16,824 shares; 2025Q1: 17,920 shares; 2025Q2: 22,322 shares; 2025Q3: 20,500 shares; 2025Q4: 20,917 shares 20,917 $1.35M 0.03% +417 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,543 shares; 2024Q4: 24,428 shares; 2025Q1: 24,278 shares; 2025Q2: 24,080 shares; 2025Q3: 24,554 shares; 2025Q4: 27,091 shares 27,091 $1.33M 0.03% +2,537 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,100 shares; 2024Q4: 12,067 shares; 2025Q1: 11,938 shares; 2025Q2: 11,696 shares; 2025Q3: 11,036 shares; 2025Q4: 16,392 shares 16,392 $1.32M 0.03% +5,356 Timeline DWAS 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: 17,960 shares; 2024Q4: 19,185 shares; 2025Q1: 16,941 shares; 2025Q2: 15,954 shares; 2025Q3: 13,943 shares; 2025Q4: 13,642 shares 13,642 $1.32M 0.03% -301 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,752 shares; 2024Q4: 5,979 shares; 2025Q1: 4,316 shares; 2025Q2: 4,276 shares; 2025Q3: 5,003 shares; 2025Q4: 4,641 shares 4,641 $1.31M 0.03% -362 Timeline COPX 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: 4,274 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,178 shares; 2025Q3: 7,924 shares; 2025Q4: 17,854 shares 17,854 $1.31M 0.03% +9,930 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,093 shares; 2024Q4: 9,087 shares; 2025Q1: 9,525 shares; 2025Q2: 9,555 shares; 2025Q3: 10,381 shares; 2025Q4: 10,244 shares 10,244 $1.31M 0.03% -137 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,748 shares; 2024Q4: 36,451 shares; 2025Q1: 36,633 shares; 2025Q2: 35,856 shares; 2025Q3: 33,629 shares; 2025Q4: 33,564 shares 33,564 $1.3M 0.03% -65 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,148 shares; 2024Q4: 45,402 shares; 2025Q1: 44,456 shares; 2025Q2: 45,496 shares; 2025Q3: 45,096 shares; 2025Q4: 43,606 shares 43,606 $1.3M 0.03% -1,490 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: 1,598 shares; 2024Q4: 1,549 shares; 2025Q1: 1,746 shares; 2025Q2: 1,991 shares; 2025Q3: 1,407 shares; 2025Q4: 1,582 shares 1,582 $1.3M 0.03% +175 Timeline FIIG 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: 55,536 shares; 2024Q4: 57,898 shares; 2025Q1: 58,891 shares; 2025Q2: 57,883 shares; 2025Q3: 62,167 shares; 2025Q4: 61,267 shares 61,267 $1.3M 0.03% -900 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,450 shares; 2024Q4: 12,263 shares; 2025Q1: 12,263 shares; 2025Q2: 11,513 shares; 2025Q3: 11,455 shares; 2025Q4: 11,397 shares 11,397 $1.3M 0.03% -58 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,307 shares; 2024Q4: 17,849 shares; 2025Q1: 19,174 shares; 2025Q2: 18,460 shares; 2025Q3: 18,342 shares; 2025Q4: 14,799 shares 14,799 $1.3M 0.03% -3,543 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,905 shares; 2025Q1: 2,132 shares; 2025Q2: 2,118 shares; 2025Q3: 2,510 shares; 2025Q4: 2,225 shares 2,225 $1.3M 0.03% -285 Timeline BILZ 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: 15,481 shares; 2024Q4: 15,481 shares; 2025Q1: 15,481 shares; 2025Q2: 14,788 shares; 2025Q3: 12,797 shares; 2025Q4: 12,797 shares 12,797 $1.29M 0.03% 0 Timeline AFSM 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: 16,485 shares; 2024Q4: 25,909 shares; 2025Q1: 32,361 shares; 2025Q2: 33,009 shares; 2025Q3: 36,146 shares; 2025Q4: 39,237 shares 39,237 $1.29M 0.03% +3,091 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: 22,603 shares; 2024Q4: 21,592 shares; 2025Q1: 21,555 shares; 2025Q2: 23,340 shares; 2025Q3: 23,977 shares; 2025Q4: 23,731 shares 23,731 $1.28M 0.03% -246 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: 83,184 shares; 2024Q4: 36,076 shares; 2025Q1: 33,580 shares; 2025Q2: 25,352 shares; 2025Q3: 21,002 shares; 2025Q4: 22,478 shares 22,478 $1.27M 0.03% +1,476 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: 15,838 shares; 2024Q4: 15,460 shares; 2025Q1: 15,285 shares; 2025Q2: 15,133 shares; 2025Q3: 17,218 shares; 2025Q4: 17,072 shares 17,072 $1.27M 0.03% -146 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,150 shares; 2024Q4: 13,780 shares; 2025Q1: 17,839 shares; 2025Q2: 19,415 shares; 2025Q3: 20,707 shares; 2025Q4: 23,630 shares 23,630 $1.27M 0.03% +2,923 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,632 shares; 2024Q4: 12,072 shares; 2025Q1: 13,541 shares; 2025Q2: 10,986 shares; 2025Q3: 8,595 shares; 2025Q4: 12,022 shares 12,022 $1.26M 0.03% +3,427 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,769 shares; 2024Q4: 9,878 shares; 2025Q1: 8,085 shares; 2025Q2: 5,649 shares; 2025Q3: 5,597 shares; 2025Q4: 7,759 shares 7,759 $1.26M 0.03% +2,162 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,444 shares; 2024Q4: 6,602 shares; 2025Q1: 6,240 shares; 2025Q2: 7,723 shares; 2025Q3: 7,769 shares; 2025Q4: 7,234 shares 7,234 $1.26M 0.03% -535 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,692 shares; 2024Q4: 7,748 shares; 2025Q1: 5,029 shares; 2025Q2: 4,291 shares; 2025Q3: 4,279 shares; 2025Q4: 3,879 shares 3,879 $1.26M 0.03% -400 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,083 shares; 2024Q4: 18,835 shares; 2025Q1: 16,933 shares; 2025Q2: 15,994 shares; 2025Q3: 14,564 shares; 2025Q4: 14,105 shares 14,105 $1.25M 0.03% -459 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,834 shares; 2024Q4: 19,933 shares; 2025Q1: 15,194 shares; 2025Q2: 11,039 shares; 2025Q3: 7,108 shares; 2025Q4: 7,249 shares 7,249 $1.25M 0.03% +141 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: 22,260 shares; 2024Q4: 22,220 shares; 2025Q1: 21,634 shares; 2025Q2: 21,619 shares; 2025Q3: 21,415 shares; 2025Q4: 18,542 shares 18,542 $1.25M 0.03% -2,873 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,908 shares 18,908 $1.24M 0.03% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,781 shares; 2024Q4: 39,751 shares; 2025Q1: 33,958 shares; 2025Q2: 31,867 shares; 2025Q3: 32,179 shares; 2025Q4: 33,551 shares 33,551 $1.24M 0.03% +1,372 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: 34,022 shares; 2024Q4: 34,706 shares; 2025Q1: 36,679 shares; 2025Q2: 35,632 shares; 2025Q3: 35,579 shares; 2025Q4: 63,998 shares 63,998 $1.24M 0.03% +28,419 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,117 shares; 2024Q4: 27,577 shares; 2025Q1: 17,582 shares; 2025Q2: 17,091 shares; 2025Q3: 18,329 shares; 2025Q4: 15,204 shares 15,204 $1.24M 0.03% -3,125 Timeline FSTA 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: 28,996 shares; 2024Q4: 28,714 shares; 2025Q1: 27,852 shares; 2025Q2: 26,946 shares; 2025Q3: 25,454 shares; 2025Q4: 25,122 shares 25,122 $1.24M 0.03% -332 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,949 shares 28,949 $1.23M 0.03% new 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: 64,843 shares; 2024Q4: 18,063 shares; 2025Q1: 16,701 shares; 2025Q2: 14,889 shares; 2025Q3: 14,889 shares; 2025Q4: 14,729 shares 14,729 $1.23M 0.03% -160 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: 3,742 shares; 2024Q4: 3,844 shares; 2025Q1: 4,061 shares; 2025Q2: 4,014 shares; 2025Q3: 3,366 shares; 2025Q4: 4,171 shares 4,171 $1.22M 0.03% +805 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,352 shares; 2025Q3: 58,711 shares; 2025Q4: 63,163 shares 63,163 $1.22M 0.03% +4,452 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,918 shares; 2024Q4: 10,940 shares; 2025Q1: 10,965 shares; 2025Q2: 11,542 shares; 2025Q3: 8,699 shares; 2025Q4: 8,717 shares 8,717 $1.21M 0.03% +18 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,792 shares; 2025Q1: 1,870 shares; 2025Q2: 2,214 shares; 2025Q3: 2,200 shares; 2025Q4: 3,096 shares 3,096 $1.2M 0.03% +896 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,851 shares; 2025Q3: 21,292 shares; 2025Q4: 23,829 shares 23,829 $1.2M 0.03% +2,537 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,305 shares; 2024Q4: 49,908 shares; 2025Q1: 47,397 shares; 2025Q2: 55,990 shares; 2025Q3: 55,115 shares; 2025Q4: 50,902 shares 50,902 $1.2M 0.03% -4,213 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,485 shares; 2024Q4: 9,624 shares; 2025Q1: 9,360 shares; 2025Q2: 9,426 shares; 2025Q3: 9,032 shares; 2025Q4: 9,198 shares 9,198 $1.2M 0.03% +166 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,481 shares; 2024Q4: 9,345 shares; 2025Q1: 11,172 shares; 2025Q2: 11,143 shares; 2025Q3: 12,037 shares; 2025Q4: 12,932 shares 12,932 $1.2M 0.03% +895 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,604 shares; 2024Q4: 80,827 shares; 2025Q1: 77,015 shares; 2025Q2: 69,256 shares; 2025Q3: 70,175 shares; 2025Q4: 72,144 shares 72,144 $1.19M 0.03% +1,969 Timeline FNGS BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,383 shares; 2024Q4: 17,708 shares; 2025Q1: 22,839 shares; 2025Q2: 16,859 shares; 2025Q3: 17,464 shares; 2025Q4: 17,464 shares 17,464 $1.19M 0.03% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,147 shares; 2024Q4: 59,458 shares; 2025Q1: 51,592 shares; 2025Q2: 47,128 shares; 2025Q3: 44,626 shares; 2025Q4: 46,262 shares 46,262 $1.18M 0.03% +1,636 Timeline FPEI 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: 34,092 shares; 2024Q4: 44,057 shares; 2025Q1: 53,256 shares; 2025Q2: 58,534 shares; 2025Q3: 56,001 shares; 2025Q4: 61,072 shares 61,072 $1.18M 0.03% +5,071 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,159 shares; 2024Q4: 30,159 shares; 2025Q1: 30,159 shares; 2025Q2: 30,159 shares; 2025Q3: 30,797 shares; 2025Q4: 30,875 shares 30,875 $1.18M 0.03% +78 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,464 shares; 2024Q4: 25,129 shares; 2025Q1: 25,179 shares; 2025Q2: 25,659 shares; 2025Q3: 24,392 shares; 2025Q4: 23,123 shares 23,123 $1.18M 0.03% -1,269 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,997 shares; 2024Q4: 14,597 shares; 2025Q1: 16,119 shares; 2025Q2: 13,529 shares; 2025Q3: 14,130 shares; 2025Q4: 14,706 shares 14,706 $1.18M 0.03% +576 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: 941 shares; 2024Q4: 1,105 shares; 2025Q1: 1,062 shares; 2025Q2: 1,040 shares; 2025Q3: 2,854 shares; 2025Q4: 2,744 shares 2,744 $1.17M 0.03% -110 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,383 shares; 2024Q4: 15,944 shares; 2025Q1: 15,913 shares; 2025Q2: 15,999 shares; 2025Q3: 16,938 shares; 2025Q4: 18,266 shares 18,266 $1.17M 0.03% +1,328 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,099 shares; 2024Q4: not reported; 2025Q1: 4,842 shares; 2025Q2: 5,165 shares; 2025Q3: 5,144 shares; 2025Q4: 9,561 shares 9,561 $1.17M 0.03% +4,417 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,778 shares; 2024Q4: 8,791 shares; 2025Q1: 8,721 shares; 2025Q2: 9,801 shares; 2025Q3: 9,798 shares; 2025Q4: 9,649 shares 9,649 $1.17M 0.03% -149 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: 196,192 shares; 2024Q4: 199,447 shares; 2025Q1: 197,934 shares; 2025Q2: 200,969 shares; 2025Q3: 34,967 shares; 2025Q4: 24,485 shares 24,485 $1.16M 0.03% -10,482 Timeline RWK 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: 9,533 shares; 2024Q4: 9,533 shares; 2025Q1: 8,994 shares; 2025Q2: 8,993 shares; 2025Q3: 9,109 shares; 2025Q4: 9,108 shares 9,108 $1.15M 0.03% -1 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: 16,567 shares; 2024Q4: 16,263 shares; 2025Q1: 15,701 shares; 2025Q2: 15,045 shares; 2025Q3: 15,052 shares; 2025Q4: 13,954 shares 13,954 $1.15M 0.03% -1,098 Timeline IXJ 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: 15,177 shares; 2024Q4: 14,709 shares; 2025Q1: 15,569 shares; 2025Q2: 15,062 shares; 2025Q3: 11,727 shares; 2025Q4: 11,802 shares 11,802 $1.15M 0.03% +75 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,694 shares; 2024Q4: 8,639 shares; 2025Q1: 9,712 shares; 2025Q2: 9,205 shares; 2025Q3: 8,622 shares; 2025Q4: 9,483 shares 9,483 $1.14M 0.03% +861 Timeline FXI 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: 35,784 shares; 2024Q4: 41,384 shares; 2025Q1: 41,062 shares; 2025Q2: 40,493 shares; 2025Q3: 29,747 shares; 2025Q4: 29,752 shares 29,752 $1.14M 0.03% +5 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,324 shares; 2025Q1: 1,231 shares; 2025Q2: 13,603 shares; 2025Q3: 13,282 shares; 2025Q4: 12,474 shares 12,474 $1.14M 0.03% -808 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,719 shares; 2024Q4: 12,753 shares; 2025Q1: 11,543 shares; 2025Q2: 11,215 shares; 2025Q3: 10,444 shares; 2025Q4: 10,254 shares 10,254 $1.14M 0.03% -190 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,651 shares; 2025Q1: not reported; 2025Q2: 1,107 shares; 2025Q3: 1,439 shares; 2025Q4: 4,463 shares 4,463 $1.13M 0.03% +3,024 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: 14,042 shares; 2024Q4: 14,425 shares; 2025Q1: 13,466 shares; 2025Q2: 13,842 shares; 2025Q3: 14,309 shares; 2025Q4: 14,281 shares 14,281 $1.13M 0.03% -28 Timeline BNOV 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: 13,765 shares; 2024Q4: 15,763 shares; 2025Q1: 15,763 shares; 2025Q2: 15,763 shares; 2025Q3: 15,763 shares; 2025Q4: 25,181 shares 25,181 $1.12M 0.03% +9,418 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,189 shares; 2024Q4: 21,241 shares; 2025Q1: 23,035 shares; 2025Q2: 22,924 shares; 2025Q3: 21,316 shares; 2025Q4: 18,004 shares 18,004 $1.12M 0.03% -3,312 Timeline ACWV 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: 12,071 shares; 2024Q4: 12,124 shares; 2025Q1: 12,625 shares; 2025Q2: 12,513 shares; 2025Q3: 9,403 shares; 2025Q4: 9,419 shares 9,419 $1.12M 0.03% +16 Timeline STXF 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: 25,109 shares; 2024Q4: 25,109 shares; 2025Q1: 25,109 shares; 2025Q2: 25,109 shares; 2025Q3: 25,177 shares; 2025Q4: 25,247 shares 25,247 $1.11M 0.03% +70 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: 9,872 shares; 2024Q4: 10,057 shares; 2025Q1: 8,217 shares; 2025Q2: 7,928 shares; 2025Q3: 7,978 shares; 2025Q4: 10,423 shares 10,423 $1.11M 0.03% +2,445 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,534 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,490 shares; 2025Q3: 2,593 shares; 2025Q4: 8,371 shares 8,371 $1.11M 0.03% +5,778 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,887 shares; 2024Q4: 8,994 shares; 2025Q1: 32,887 shares; 2025Q2: 25,192 shares; 2025Q3: 23,567 shares; 2025Q4: 23,594 shares 23,594 $1.11M 0.03% +27 Timeline MDYG 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: 21,121 shares; 2024Q4: 18,653 shares; 2025Q1: 15,833 shares; 2025Q2: 15,578 shares; 2025Q3: 11,685 shares; 2025Q4: 11,792 shares 11,792 $1.09M 0.03% +107 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: 9,367 shares; 2024Q4: 8,612 shares; 2025Q1: 8,612 shares; 2025Q2: 10,407 shares; 2025Q3: 10,585 shares; 2025Q4: 10,642 shares 10,642 $1.09M 0.03% +57 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,239 shares; 2024Q4: 6,905 shares; 2025Q1: 6,102 shares; 2025Q2: 5,704 shares; 2025Q3: 5,306 shares; 2025Q4: 5,361 shares 5,361 $1.09M 0.03% +55 Timeline