IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,465 shares; 2024Q4: 297,290 shares; 2025Q1: 235,202 shares; 2025Q2: 248,717 shares; 2025Q3: 251,619 shares; 2025Q4: 250,269 shares 250,269 $69.3M 11.7% -1,350 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,231 shares; 2024Q4: 239,051 shares; 2025Q1: 269,615 shares; 2025Q2: 267,635 shares; 2025Q3: 266,747 shares; 2025Q4: 264,478 shares 264,478 $61.4M 10.37% -2,269 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: 53,036 shares; 2024Q4: 53,601 shares; 2025Q1: 45,485 shares; 2025Q2: 51,685 shares; 2025Q3: 53,054 shares; 2025Q4: 53,056 shares 53,056 $33.3M 5.62% +2 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: 120,634 shares; 2024Q4: 120,262 shares; 2025Q1: 159,791 shares; 2025Q2: 156,178 shares; 2025Q3: 160,177 shares; 2025Q4: 159,690 shares 159,690 $23.6M 3.98% -487 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: 41,902 shares; 2024Q4: 41,752 shares; 2025Q1: 126,800 shares; 2025Q2: 123,984 shares; 2025Q3: 124,227 shares; 2025Q4: 78,260 shares 78,260 $17.2M 2.9% -45,967 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: 41,397 shares; 2024Q4: 51,440 shares; 2025Q1: 53,146 shares; 2025Q2: 61,150 shares; 2025Q3: 67,476 shares; 2025Q4: 80,151 shares 80,151 $14.2M 2.4% +12,675 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,590 shares; 2024Q4: 137,470 shares; 2025Q1: 155,439 shares; 2025Q2: 193,131 shares; 2025Q3: 198,239 shares; 2025Q4: 201,104 shares 201,104 $13.3M 2.25% +2,865 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: 66,755 shares; 2024Q4: 65,949 shares; 2025Q1: 78,106 shares; 2025Q2: 73,298 shares; 2025Q3: 74,294 shares; 2025Q4: 74,208 shares 74,208 $13.2M 2.23% -86 Timeline FNDF 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: 263,655 shares; 2024Q4: 316,945 shares; 2025Q1: 310,697 shares; 2025Q2: 280,358 shares; 2025Q3: 275,958 shares; 2025Q4: 280,290 shares 280,290 $12.7M 2.14% +4,332 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: 37,379 shares; 2024Q4: 36,822 shares; 2025Q1: 60,970 shares; 2025Q2: 54,925 shares; 2025Q3: 55,681 shares; 2025Q4: 55,232 shares 55,232 $10.4M 1.75% -449 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: 182,525 shares; 2024Q4: 177,242 shares; 2025Q1: 174,823 shares; 2025Q2: 156,239 shares; 2025Q3: 147,201 shares; 2025Q4: 144,711 shares 144,711 $10M 1.7% -2,490 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: 22,788 shares; 2024Q4: 21,833 shares; 2025Q1: 21,525 shares; 2025Q2: 21,392 shares; 2025Q3: 21,185 shares; 2025Q4: 21,093 shares 21,093 $9.98M 1.69% -92 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: 75,993 shares; 2024Q4: 73,937 shares; 2025Q1: 73,586 shares; 2025Q2: 69,692 shares; 2025Q3: 62,755 shares; 2025Q4: 65,150 shares 65,150 $9.2M 1.55% +2,395 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: 47,300 shares; 2025Q1: 54,790 shares; 2025Q2: 72,447 shares; 2025Q3: 329,072 shares; 2025Q4: 370,680 shares 370,680 $9.18M 1.55% +41,608 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,126 shares; 2024Q4: 227,691 shares; 2025Q1: 324,274 shares; 2025Q2: 236,701 shares; 2025Q3: 173,141 shares; 2025Q4: 157,159 shares 157,159 $8.93M 1.51% -15,982 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: 23,707 shares; 2024Q4: 23,741 shares; 2025Q1: 19,203 shares; 2025Q2: 18,946 shares; 2025Q3: 17,627 shares; 2025Q4: 17,559 shares 17,559 $8.83M 1.49% -68 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: 17,369 shares; 2024Q4: 17,332 shares; 2025Q1: 14,335 shares; 2025Q2: 13,881 shares; 2025Q3: 13,667 shares; 2025Q4: 13,615 shares 13,615 $8.36M 1.41% -52 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,020 shares; 2024Q4: 119,498 shares; 2025Q1: 122,260 shares; 2025Q2: 98,279 shares; 2025Q3: 84,586 shares; 2025Q4: 80,388 shares 80,388 $7.79M 1.32% -4,198 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: 21,082 shares; 2024Q4: 21,337 shares; 2025Q1: 44,431 shares; 2025Q2: 43,706 shares; 2025Q3: 43,708 shares; 2025Q4: 43,477 shares 43,477 $7.22M 1.22% -231 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,976 shares; 2024Q4: 16,474 shares; 2025Q1: 382,521 shares; 2025Q2: 354,002 shares; 2025Q3: 355,121 shares; 2025Q4: 355,427 shares 355,427 $7.03M 1.19% +306 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,464 shares; 2024Q4: 57,407 shares; 2025Q1: 57,023 shares; 2025Q2: 49,788 shares; 2025Q3: 46,349 shares; 2025Q4: 43,897 shares 43,897 $6.2M 1.05% -2,452 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,330 shares; 2024Q4: 28,654 shares; 2025Q1: 28,710 shares; 2025Q2: 23,368 shares; 2025Q3: 21,725 shares; 2025Q4: 20,949 shares 20,949 $5.85M 0.99% -776 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,548 shares; 2024Q4: 355,942 shares; 2025Q1: 361,493 shares; 2025Q2: 481,734 shares; 2025Q3: 509,767 shares; 2025Q4: 523,318 shares 523,318 $5.44M 0.92% +13,551 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares 7 $5.28M 0.89% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,408 shares; 2025Q1: 1,408 shares; 2025Q2: 32,874 shares; 2025Q3: 34,528 shares; 2025Q4: 37,717 shares 37,717 $5.16M 0.87% +3,189 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: 41,449 shares; 2024Q4: 41,736 shares; 2025Q1: 41,809 shares; 2025Q2: 41,680 shares; 2025Q3: 43,603 shares; 2025Q4: 44,105 shares 44,105 $5.02M 0.85% +502 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: 11,033 shares; 2024Q4: 10,823 shares; 2025Q1: 10,680 shares; 2025Q2: 10,702 shares; 2025Q3: 10,315 shares; 2025Q4: 10,113 shares 10,113 $4.93M 0.83% -202 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,893 shares; 2024Q4: 9,849 shares; 2025Q1: 9,839 shares; 2025Q2: 10,026 shares; 2025Q3: 10,031 shares; 2025Q4: 9,766 shares 9,766 $4.79M 0.81% -265 Timeline YSEP 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: 1,270 shares; 2024Q4: 6,049 shares; 2025Q1: 192,938 shares; 2025Q2: 187,837 shares; 2025Q3: 186,779 shares; 2025Q4: 176,431 shares 176,431 $4.59M 0.78% -10,348 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,937 shares; 2024Q4: 88,132 shares; 2025Q1: 88,044 shares; 2025Q2: 87,130 shares; 2025Q3: 87,130 shares; 2025Q4: 85,344 shares 85,344 $4.18M 0.71% -1,786 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: 30,810 shares; 2024Q4: 36,132 shares; 2025Q1: 36,906 shares; 2025Q2: 54,003 shares; 2025Q3: 76,468 shares; 2025Q4: 80,387 shares 80,387 $3.76M 0.64% +3,919 Timeline ICF 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: 50,190 shares; 2024Q4: 52,014 shares; 2025Q1: 51,442 shares; 2025Q2: 54,912 shares; 2025Q3: 55,041 shares; 2025Q4: 57,363 shares 57,363 $3.42M 0.58% +2,322 Timeline IWL 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: 10,768 shares; 2024Q4: 16,830 shares; 2025Q1: 17,045 shares; 2025Q2: 21,072 shares; 2025Q3: 19,754 shares; 2025Q4: 19,078 shares 19,078 $3.26M 0.55% -676 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,101 shares; 2024Q4: 5,025 shares; 2025Q1: 4,818 shares; 2025Q2: 4,810 shares; 2025Q3: 4,715 shares; 2025Q4: 4,693 shares 4,693 $3.2M 0.54% -22 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: 66,369 shares; 2024Q4: 64,219 shares; 2025Q1: 63,905 shares; 2025Q2: 57,978 shares; 2025Q3: 50,950 shares; 2025Q4: 48,254 shares 48,254 $3.18M 0.54% -2,696 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: 31,384 shares; 2024Q4: 30,618 shares; 2025Q1: 30,411 shares; 2025Q2: 28,900 shares; 2025Q3: 27,460 shares; 2025Q4: 26,320 shares 26,320 $3.16M 0.53% -1,140 Timeline NYF 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: 27,398 shares; 2024Q4: 27,313 shares; 2025Q1: 27,318 shares; 2025Q2: 49,768 shares; 2025Q3: 57,464 shares; 2025Q4: 59,033 shares 59,033 $3.16M 0.53% +1,569 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: 8,031 shares; 2024Q4: 8,147 shares; 2025Q1: 8,227 shares; 2025Q2: 8,417 shares; 2025Q3: 8,559 shares; 2025Q4: 8,459 shares 8,459 $3.13M 0.53% -100 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,620 shares; 2024Q4: 31,182 shares; 2025Q1: 30,747 shares; 2025Q2: 28,765 shares; 2025Q3: 27,680 shares; 2025Q4: 26,726 shares 26,726 $3.04M 0.51% -954 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: 12,196 shares; 2024Q4: 12,090 shares; 2025Q1: 12,041 shares; 2025Q2: 11,258 shares; 2025Q3: 11,020 shares; 2025Q4: 10,445 shares 10,445 $3.03M 0.51% -575 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: 17,301 shares; 2024Q4: 16,505 shares; 2025Q1: 16,445 shares; 2025Q2: 15,868 shares; 2025Q3: 14,860 shares; 2025Q4: 14,306 shares 14,306 $3.01M 0.51% -554 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,500 shares; 2024Q4: 39,049 shares; 2025Q1: 37,783 shares; 2025Q2: 33,872 shares; 2025Q3: 33,077 shares; 2025Q4: 32,712 shares 32,712 $3M 0.51% -365 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: 12,614 shares; 2024Q4: 12,464 shares; 2025Q1: 12,340 shares; 2025Q2: 10,229 shares; 2025Q3: 9,360 shares; 2025Q4: 9,451 shares 9,451 $2.86M 0.48% +91 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: 26,929 shares; 2024Q4: 28,381 shares; 2025Q1: 28,299 shares; 2025Q2: 25,986 shares; 2025Q3: 26,613 shares; 2025Q4: 29,397 shares 29,397 $2.83M 0.48% +2,784 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,271 shares; 2024Q4: 71,965 shares; 2025Q1: 29,546 shares; 2025Q2: 29,291 shares; 2025Q3: 29,096 shares; 2025Q4: 29,106 shares 29,106 $2.77M 0.47% +10 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: 3,219 shares; 2024Q4: 3,397 shares; 2025Q1: 3,514 shares; 2025Q2: 3,573 shares; 2025Q3: 3,943 shares; 2025Q4: 4,039 shares 4,039 $2.67M 0.45% +96 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: 12,447 shares; 2024Q4: 12,336 shares; 2025Q1: 12,222 shares; 2025Q2: 10,989 shares; 2025Q3: 10,223 shares; 2025Q4: 10,139 shares 10,139 $2.62M 0.44% -84 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: 4,330 shares; 2024Q4: 4,284 shares; 2025Q1: 4,228 shares; 2025Q2: 3,985 shares; 2025Q3: 3,928 shares; 2025Q4: 3,635 shares 3,635 $2.49M 0.42% -293 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: 13,301 shares; 2024Q4: 12,868 shares; 2025Q1: 12,846 shares; 2025Q2: 12,435 shares; 2025Q3: 12,274 shares; 2025Q4: 12,321 shares 12,321 $2.35M 0.4% +47 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: 3,871 shares; 2024Q4: 3,440 shares; 2025Q1: 3,304 shares; 2025Q2: 3,231 shares; 2025Q3: 3,102 shares; 2025Q4: 3,103 shares 3,103 $2.34M 0.39% +1 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: 33,744 shares; 2024Q4: 32,420 shares; 2025Q1: 145,122 shares; 2025Q2: 148,242 shares; 2025Q3: 145,029 shares; 2025Q4: 146,108 shares 146,108 $2.21M 0.37% +1,079 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,707 shares; 2024Q4: 29,707 shares; 2025Q1: 29,707 shares; 2025Q2: 39,400 shares; 2025Q3: 39,400 shares; 2025Q4: 38,941 shares 38,941 $2.08M 0.35% -459 Timeline IYR 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: 26,012 shares; 2024Q4: 25,691 shares; 2025Q1: 25,596 shares; 2025Q2: 22,901 shares; 2025Q3: 21,401 shares; 2025Q4: 20,769 shares 20,769 $1.95M 0.33% -632 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: 1,515 shares; 2024Q4: 1,587 shares; 2025Q1: 16,683 shares; 2025Q2: 19,009 shares; 2025Q3: 19,043 shares; 2025Q4: 37,591 shares 37,591 $1.95M 0.33% +18,548 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: 26,544 shares; 2024Q4: 26,257 shares; 2025Q1: 26,185 shares; 2025Q2: 24,197 shares; 2025Q3: 23,508 shares; 2025Q4: 23,331 shares 23,331 $1.8M 0.3% -177 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: 21,790 shares; 2024Q4: 21,796 shares; 2025Q1: 21,787 shares; 2025Q2: 22,306 shares; 2025Q3: 22,294 shares; 2025Q4: 22,241 shares 22,241 $1.79M 0.3% -53 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: 31,444 shares; 2024Q4: 29,715 shares; 2025Q1: 8,156 shares; 2025Q2: 8,230 shares; 2025Q3: 8,565 shares; 2025Q4: 8,586 shares 8,586 $1.67M 0.28% +21 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: 50,481 shares; 2024Q4: 49,115 shares; 2025Q1: 12,678 shares; 2025Q2: 12,643 shares; 2025Q3: 12,644 shares; 2025Q4: 12,574 shares 12,574 $1.62M 0.27% -70 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,774 shares; 2024Q4: 15,700 shares; 2025Q1: 15,727 shares; 2025Q2: 13,762 shares; 2025Q3: 12,885 shares; 2025Q4: 11,890 shares 11,890 $1.56M 0.26% -995 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: 15,255 shares; 2024Q4: 15,214 shares; 2025Q1: 15,078 shares; 2025Q2: 13,190 shares; 2025Q3: 13,108 shares; 2025Q4: 12,844 shares 12,844 $1.56M 0.26% -264 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,430 shares; 2024Q4: 4,430 shares; 2025Q1: 5,581 shares; 2025Q2: 34,468 shares; 2025Q3: 34,859 shares; 2025Q4: 34,859 shares 34,859 $1.55M 0.26% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,676 shares; 2024Q4: 27,097 shares; 2025Q1: 8,168 shares; 2025Q2: 10,283 shares; 2025Q3: 14,368 shares; 2025Q4: 15,936 shares 15,936 $1.53M 0.26% +1,568 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,354 shares; 2025Q1: 2,335 shares; 2025Q2: 1,653 shares; 2025Q3: 1,611 shares; 2025Q4: 1,516 shares 1,516 $1.53M 0.26% -95 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,000 shares; 2024Q4: 104,655 shares; 2025Q1: 110,655 shares; 2025Q2: 81,725 shares; 2025Q3: 75,005 shares; 2025Q4: 75,005 shares 75,005 $1.53M 0.26% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,323 shares; 2024Q4: 7,420 shares; 2025Q1: 7,468 shares; 2025Q2: 7,339 shares; 2025Q3: 7,392 shares; 2025Q4: 7,185 shares 7,185 $1.49M 0.25% -207 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,548 shares; 2025Q1: 1,553 shares; 2025Q2: 1,521 shares; 2025Q3: 1,664 shares; 2025Q4: 1,646 shares 1,646 $1.45M 0.24% -18 Timeline YJUN 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: 16,447 shares; 2024Q4: 16,447 shares; 2025Q1: 18,004 shares; 2025Q2: 36,004 shares; 2025Q3: 55,327 shares; 2025Q4: 55,327 shares 55,327 $1.42M 0.24% 0 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: 3,978 shares; 2024Q4: 3,981 shares; 2025Q1: 3,984 shares; 2025Q2: 4,271 shares; 2025Q3: 4,633 shares; 2025Q4: 4,497 shares 4,497 $1.41M 0.24% -136 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: 60,248 shares; 2024Q4: 51,554 shares; 2025Q1: 13,085 shares; 2025Q2: 10,097 shares; 2025Q3: 10,079 shares; 2025Q4: 10,079 shares 10,079 $1.4M 0.24% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,148 shares; 2024Q4: 16,928 shares; 2025Q1: 14,103 shares; 2025Q2: 13,741 shares; 2025Q3: 14,102 shares; 2025Q4: 14,028 shares 14,028 $1.39M 0.24% -74 Timeline YMAR 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: 13,392 shares; 2024Q4: 13,392 shares; 2025Q1: 13,874 shares; 2025Q2: 52,608 shares; 2025Q3: 52,737 shares; 2025Q4: 51,193 shares 51,193 $1.38M 0.23% -1,544 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,289 shares; 2024Q4: 4,841 shares; 2025Q1: 145,436 shares; 2025Q2: 66,134 shares; 2025Q3: 66,225 shares; 2025Q4: 83,782 shares 83,782 $1.35M 0.23% +17,557 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: 8,303 shares; 2024Q4: 8,384 shares; 2025Q1: 8,446 shares; 2025Q2: 8,582 shares; 2025Q3: 8,442 shares; 2025Q4: 8,442 shares 8,442 $1.32M 0.22% 0 Timeline ONEV 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: 6,938 shares; 2024Q4: 7,833 shares; 2025Q1: 8,201 shares; 2025Q2: 7,735 shares; 2025Q3: 8,296 shares; 2025Q4: 9,875 shares 9,875 $1.32M 0.22% +1,579 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: 2,606 shares; 2024Q4: 6,314 shares; 2025Q1: 16,712 shares; 2025Q2: 17,179 shares; 2025Q3: 17,797 shares; 2025Q4: 17,621 shares 17,621 $1.26M 0.21% -176 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,881 shares; 2024Q4: 14,494 shares; 2025Q1: 14,156 shares; 2025Q2: 20,165 shares; 2025Q3: 21,904 shares; 2025Q4: 21,833 shares 21,833 $1.25M 0.21% -71 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: 7,311 shares; 2024Q4: 7,006 shares; 2025Q1: 6,879 shares; 2025Q2: 6,892 shares; 2025Q3: 6,725 shares; 2025Q4: 5,716 shares 5,716 $1.21M 0.2% -1,009 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: 2,441 shares; 2024Q4: 2,251 shares; 2025Q1: 2,251 shares; 2025Q2: 2,085 shares; 2025Q3: 1,973 shares; 2025Q4: 1,946 shares 1,946 $1.17M 0.2% -27 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: 3,458 shares; 2024Q4: 3,392 shares; 2025Q1: 30,199 shares; 2025Q2: 24,332 shares; 2025Q3: 24,329 shares; 2025Q4: 24,087 shares 24,087 $1.14M 0.19% -242 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: 9,052 shares; 2024Q4: 9,194 shares; 2025Q1: 30,201 shares; 2025Q2: 30,007 shares; 2025Q3: 30,438 shares; 2025Q4: 30,242 shares 30,242 $1.11M 0.19% -196 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 2,939 shares; 2025Q1: 2,999 shares; 2025Q2: 3,526 shares; 2025Q3: 3,671 shares; 2025Q4: 3,616 shares 3,616 $1.07M 0.18% -55 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,219 shares; 2024Q4: 13,219 shares; 2025Q1: 13,219 shares; 2025Q2: 13,219 shares; 2025Q3: 19,141 shares; 2025Q4: 19,141 shares 19,141 $1.07M 0.18% 0 Timeline SMAY 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: 9,681 shares; 2024Q4: 9,681 shares; 2025Q1: 10,176 shares; 2025Q2: 32,062 shares; 2025Q3: 41,651 shares; 2025Q4: 41,196 shares 41,196 $1.07M 0.18% -455 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: 2,668 shares; 2024Q4: 2,855 shares; 2025Q1: 23,940 shares; 2025Q2: 24,109 shares; 2025Q3: 24,171 shares; 2025Q4: 24,196 shares 24,196 $1.01M 0.17% +25 Timeline IYH 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: 20,619 shares; 2024Q4: 20,402 shares; 2025Q1: 20,222 shares; 2025Q2: 19,925 shares; 2025Q3: 17,354 shares; 2025Q4: 15,416 shares 15,416 $1M 0.17% -1,938 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: 701 shares; 2024Q4: 1,056 shares; 2025Q1: 18,221 shares; 2025Q2: 16,420 shares; 2025Q3: 16,967 shares; 2025Q4: 17,645 shares 17,645 $993K 0.17% +678 Timeline SFEB 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: 10,806 shares; 2024Q4: 10,806 shares; 2025Q1: 13,084 shares; 2025Q2: 41,975 shares; 2025Q3: 42,127 shares; 2025Q4: 41,449 shares 41,449 $974K 0.16% -678 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: 19,236 shares; 2024Q4: 19,066 shares; 2025Q1: 19,100 shares; 2025Q2: 18,567 shares; 2025Q3: 17,876 shares; 2025Q4: 17,715 shares 17,715 $970K 0.16% -161 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: 11,679 shares; 2024Q4: 9,705 shares; 2025Q1: 9,162 shares; 2025Q2: 8,265 shares; 2025Q3: 8,538 shares; 2025Q4: 8,145 shares 8,145 $927K 0.16% -393 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,619 shares; 2024Q4: 1,571 shares; 2025Q1: 1,607 shares; 2025Q2: 2,320 shares; 2025Q3: 2,338 shares; 2025Q4: 17,747 shares 17,747 $881K 0.15% +15,409 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: 5,401 shares; 2024Q4: 6,996 shares; 2025Q1: 25,332 shares; 2025Q2: 24,760 shares; 2025Q3: 24,977 shares; 2025Q4: 24,948 shares 24,948 $872K 0.15% -29 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: 7,024 shares; 2024Q4: 7,344 shares; 2025Q1: 3,165 shares; 2025Q2: 3,711 shares; 2025Q3: 4,033 shares; 2025Q4: 4,063 shares 4,063 $870K 0.15% +30 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,981 shares; 2025Q3: 17,557 shares; 2025Q4: 17,239 shares 17,239 $839K 0.14% -318 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: 2,359 shares; 2024Q4: 2,168 shares; 2025Q1: 10,595 shares; 2025Q2: 7,709 shares; 2025Q3: 7,680 shares; 2025Q4: 8,060 shares 8,060 $839K 0.14% +380 Timeline DDEC 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: 15,034 shares; 2024Q4: 15,022 shares; 2025Q1: 18,562 shares; 2025Q2: 18,455 shares; 2025Q3: 18,445 shares; 2025Q4: 18,435 shares 18,435 $831K 0.14% -10 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,117 shares; 2025Q1: 2,119 shares; 2025Q2: 2,121 shares; 2025Q3: 2,124 shares; 2025Q4: 2,112 shares 2,112 $789K 0.13% -12 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: 30,044 shares; 2025Q1: 4,604 shares; 2025Q2: 4,223 shares; 2025Q3: 4,367 shares; 2025Q4: 4,370 shares 4,370 $748K 0.13% +3 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,769 shares; 2024Q4: 5,772 shares; 2025Q1: 5,775 shares; 2025Q2: 5,636 shares; 2025Q3: 5,638 shares; 2025Q4: 5,641 shares 5,641 $729K 0.12% +3 Timeline SOCL 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: 13,505 shares; 2024Q4: 13,505 shares; 2025Q1: 13,505 shares; 2025Q2: 13,505 shares; 2025Q3: 13,517 shares; 2025Q4: 12,659 shares 12,659 $699K 0.12% -858 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: 8,566 shares; 2024Q4: 7,572 shares; 2025Q1: 7,553 shares; 2025Q2: 7,516 shares; 2025Q3: 7,547 shares; 2025Q4: 6,527 shares 6,527 $687K 0.12% -1,020 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: 2,026 shares; 2024Q4: 3,028 shares; 2025Q1: 3,083 shares; 2025Q2: 2,490 shares; 2025Q3: 2,497 shares; 2025Q4: 1,861 shares 1,861 $670K 0.11% -636 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: 2,023 shares; 2024Q4: 1,981 shares; 2025Q1: 1,970 shares; 2025Q2: 1,822 shares; 2025Q3: 1,749 shares; 2025Q4: 2,061 shares 2,061 $666K 0.11% +312 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: 1,976 shares; 2024Q4: 1,984 shares; 2025Q1: 1,989 shares; 2025Q2: 2,028 shares; 2025Q3: 1,952 shares; 2025Q4: 1,981 shares 1,981 $664K 0.11% +29 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,618 shares; 2025Q1: 1,611 shares; 2025Q2: 1,548 shares; 2025Q3: 1,482 shares; 2025Q4: 1,482 shares 1,482 $661K 0.11% 0 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: 2,379 shares; 2024Q4: 2,393 shares; 2025Q1: 2,300 shares; 2025Q2: 2,209 shares; 2025Q3: 2,211 shares; 2025Q4: 4,426 shares 4,426 $637K 0.11% +2,215 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: 7,891 shares; 2024Q4: 7,893 shares; 2025Q1: 7,897 shares; 2025Q2: 6,332 shares; 2025Q3: 6,612 shares; 2025Q4: 6,323 shares 6,323 $627K 0.11% -289 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: 345 shares; 2024Q4: 700 shares; 2025Q1: 1,496 shares; 2025Q2: 2,176 shares; 2025Q3: 2,884 shares; 2025Q4: 3,500 shares 3,500 $622K 0.11% +616 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: 7,861 shares; 2024Q4: 7,785 shares; 2025Q1: 7,664 shares; 2025Q2: 8,580 shares; 2025Q3: 6,774 shares; 2025Q4: 6,831 shares 6,831 $611K 0.1% +57 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: 12,529 shares; 2024Q4: 35,853 shares; 2025Q1: 36,440 shares; 2025Q2: 26,005 shares; 2025Q3: 22,782 shares; 2025Q4: 22,049 shares 22,049 $605K 0.1% -733 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,679 shares; 2024Q4: 2,698 shares; 2025Q1: 9,327 shares; 2025Q2: 9,925 shares; 2025Q3: 9,481 shares; 2025Q4: 9,295 shares 9,295 $601K 0.1% -186 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,179 shares; 2025Q1: 2,181 shares; 2025Q2: 2,013 shares; 2025Q3: 1,987 shares; 2025Q4: 1,990 shares 1,990 $599K 0.1% +3 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,653 shares; 2024Q4: 9,691 shares; 2025Q1: 9,696 shares; 2025Q2: 9,696 shares; 2025Q3: 10,027 shares; 2025Q4: 11,427 shares 11,427 $589K 0.1% +1,400 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: 1,474 shares; 2024Q4: 1,832 shares; 2025Q1: 2,092 shares; 2025Q2: 2,160 shares; 2025Q3: 1,889 shares; 2025Q4: 30,968 shares 30,968 $581K 0.1% +29,079 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: 1,196 shares; 2024Q4: 1,204 shares; 2025Q1: 1,212 shares; 2025Q2: 1,178 shares; 2025Q3: 1,185 shares; 2025Q4: 1,193 shares 1,193 $577K 0.1% +8 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,384 shares; 2025Q1: 1,385 shares; 2025Q2: 1,385 shares; 2025Q3: 1,386 shares; 2025Q4: 1,388 shares 1,388 $573K 0.1% +2 Timeline XSD 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: 1,767 shares; 2024Q4: 1,768 shares; 2025Q1: 1,769 shares; 2025Q2: 1,771 shares; 2025Q3: 1,749 shares; 2025Q4: 1,750 shares 1,750 $563K 0.1% +1 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: 4,014 shares; 2024Q4: 3,902 shares; 2025Q1: 15,815 shares; 2025Q2: 15,569 shares; 2025Q3: 15,610 shares; 2025Q4: 15,475 shares 15,475 $552K 0.09% -135 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: 6,010 shares; 2024Q4: 6,005 shares; 2025Q1: 6,048 shares; 2025Q2: 6,202 shares; 2025Q3: 6,325 shares; 2025Q4: 3,598 shares 3,598 $548K 0.09% -2,727 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,522 shares; 2024Q4: 11,522 shares; 2025Q1: 11,522 shares; 2025Q2: 11,522 shares; 2025Q3: 11,522 shares; 2025Q4: 11,522 shares 11,522 $545K 0.09% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 4,149 shares; 2025Q1: 4,162 shares; 2025Q2: 4,176 shares; 2025Q3: 4,188 shares; 2025Q4: 4,207 shares 4,207 $542K 0.09% +19 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: 864 shares; 2024Q4: 925 shares; 2025Q1: 11,351 shares; 2025Q2: 17,781 shares; 2025Q3: 17,675 shares; 2025Q4: 17,568 shares 17,568 $542K 0.09% -107 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: 3,246 shares; 2024Q4: 3,176 shares; 2025Q1: 76,352 shares; 2025Q2: 73,328 shares; 2025Q3: 73,051 shares; 2025Q4: 81,634 shares 81,634 $514K 0.09% +8,583 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 1,709 shares; 2025Q1: 1,711 shares; 2025Q2: 2,723 shares; 2025Q3: 2,761 shares; 2025Q4: 2,761 shares 2,761 $512K 0.09% 0 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: 2,076 shares; 2024Q4: 2,083 shares; 2025Q1: 2,085 shares; 2025Q2: 2,087 shares; 2025Q3: 2,092 shares; 2025Q4: 2,093 shares 2,093 $505K 0.09% +1 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: 4,427 shares; 2024Q4: 4,217 shares; 2025Q1: 4,164 shares; 2025Q2: 3,334 shares; 2025Q3: 4,058 shares; 2025Q4: 3,420 shares 3,420 $491K 0.08% -638 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: 9,004 shares; 2024Q4: 9,014 shares; 2025Q1: 9,022 shares; 2025Q2: 7,710 shares; 2025Q3: 7,593 shares; 2025Q4: 3,937 shares 3,937 $485K 0.08% -3,656 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,417 shares; 2024Q4: 7,522 shares; 2025Q1: 7,306 shares; 2025Q2: 7,384 shares; 2025Q3: 7,384 shares; 2025Q4: 7,347 shares 7,347 $475K 0.08% -37 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: 19,408 shares; 2024Q4: 19,809 shares; 2025Q1: 19,580 shares; 2025Q2: 19,661 shares; 2025Q3: 19,543 shares; 2025Q4: 19,103 shares 19,103 $475K 0.08% -440 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: 19,172 shares; 2024Q4: 19,543 shares; 2025Q1: 14,873 shares; 2025Q2: 14,556 shares; 2025Q3: 8,967 shares; 2025Q4: 8,625 shares 8,625 $474K 0.08% -342 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: 156 shares; 2024Q4: 233 shares; 2025Q1: 315 shares; 2025Q2: 745 shares; 2025Q3: 800 shares; 2025Q4: 818 shares 818 $468K 0.08% +18 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: 4,959 shares; 2024Q4: 4,970 shares; 2025Q1: 4,976 shares; 2025Q2: 4,984 shares; 2025Q3: 4,991 shares; 2025Q4: 4,999 shares 4,999 $457K 0.08% +8 Timeline PKB 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: 5,132 shares; 2024Q4: 4,774 shares; 2025Q1: 4,775 shares; 2025Q2: 4,779 shares; 2025Q3: 4,780 shares; 2025Q4: 4,781 shares 4,781 $443K 0.07% +1 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: 141 shares; 2024Q4: 188 shares; 2025Q1: 20,580 shares; 2025Q2: 17,617 shares; 2025Q3: 17,778 shares; 2025Q4: 17,769 shares 17,769 $437K 0.07% -9 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,438 shares; 2024Q4: 13,765 shares; 2025Q1: 13,781 shares; 2025Q2: 13,262 shares; 2025Q3: 13,275 shares; 2025Q4: 13,288 shares 13,288 $433K 0.07% +13 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: 4,067 shares; 2024Q4: 5,127 shares; 2025Q1: 5,163 shares; 2025Q2: 5,218 shares; 2025Q3: 5,274 shares; 2025Q4: 5,346 shares 5,346 $426K 0.07% +72 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 603 shares; 2025Q1: 645 shares; 2025Q2: 2,661 shares; 2025Q3: 2,661 shares; 2025Q4: 2,648 shares 2,648 $424K 0.07% -13 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,852 shares; 2024Q4: 8,852 shares; 2025Q1: 8,852 shares; 2025Q2: 7,635 shares; 2025Q3: 10,376 shares; 2025Q4: 7,986 shares 7,986 $423K 0.07% -2,390 Timeline FMAR 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: 9,125 shares; 2024Q4: 9,125 shares; 2025Q1: 9,270 shares; 2025Q2: 9,241 shares; 2025Q3: 9,241 shares; 2025Q4: 8,853 shares 8,853 $420K 0.07% -388 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,022 shares; 2024Q4: 6,022 shares; 2025Q1: 8,068 shares; 2025Q2: 8,068 shares; 2025Q3: 7,960 shares; 2025Q4: 8,071 shares 8,071 $413K 0.07% +111 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: 2,646 shares; 2024Q4: 2,648 shares; 2025Q1: 2,652 shares; 2025Q2: 2,655 shares; 2025Q3: 2,857 shares; 2025Q4: 2,661 shares 2,661 $410K 0.07% -196 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: 9,076 shares; 2024Q4: 9,324 shares; 2025Q1: 14,439 shares; 2025Q2: 14,184 shares; 2025Q3: 10,977 shares; 2025Q4: 10,959 shares 10,959 $404K 0.07% -18 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: 4,902 shares; 2024Q4: 4,616 shares; 2025Q1: 4,615 shares; 2025Q2: 3,904 shares; 2025Q3: 2,786 shares; 2025Q4: 2,786 shares 2,786 $400K 0.07% 0 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: 7,433 shares; 2024Q4: 7,897 shares; 2025Q1: 7,619 shares; 2025Q2: 7,888 shares; 2025Q3: 5,981 shares; 2025Q4: 5,656 shares 5,656 $395K 0.07% -325 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: 2,774 shares; 2024Q4: 2,792 shares; 2025Q1: 2,813 shares; 2025Q2: 2,678 shares; 2025Q3: 2,758 shares; 2025Q4: 2,219 shares 2,219 $385K 0.07% -539 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: 1,331 shares; 2024Q4: 1,331 shares; 2025Q1: 1,331 shares; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares; 2025Q4: 4,666 shares 4,666 $377K 0.06% +3,335 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: 2,880 shares; 2024Q4: 2,507 shares; 2025Q1: 1,873 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares; 2025Q4: 1,875 shares 1,875 $374K 0.06% +1 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: 241 shares; 2024Q4: 460 shares; 2025Q1: 536 shares; 2025Q2: 694 shares; 2025Q3: 813 shares; 2025Q4: 796 shares 796 $373K 0.06% -17 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 3,684 shares; 2025Q1: 7,263 shares; 2025Q2: 6,579 shares; 2025Q3: 6,579 shares; 2025Q4: 6,579 shares 6,579 $373K 0.06% 0 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: 3,295 shares; 2024Q4: 3,295 shares; 2025Q1: 3,295 shares; 2025Q2: 3,295 shares; 2025Q3: 3,446 shares; 2025Q4: 3,495 shares 3,495 $369K 0.06% +49 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,468 shares; 2024Q4: 7,505 shares; 2025Q1: 7,540 shares; 2025Q2: 7,571 shares; 2025Q3: 7,604 shares; 2025Q4: 7,634 shares 7,634 $358K 0.06% +30 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,385 shares; 2025Q1: 1,373 shares; 2025Q2: 834 shares; 2025Q3: 804 shares; 2025Q4: 755 shares 755 $352K 0.06% -49 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: 3,702 shares; 2024Q4: 5,315 shares; 2025Q1: 5,334 shares; 2025Q2: 4,663 shares; 2025Q3: 4,698 shares; 2025Q4: 4,739 shares 4,739 $351K 0.06% +41 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,047 shares; 2024Q4: 15,114 shares; 2025Q1: 15,075 shares; 2025Q2: 7,723 shares; 2025Q3: 7,333 shares; 2025Q4: 7,333 shares 7,333 $350K 0.06% 0 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: 3,820 shares; 2024Q4: 3,341 shares; 2025Q1: 3,343 shares; 2025Q2: 3,401 shares; 2025Q3: 3,479 shares; 2025Q4: 3,462 shares 3,462 $346K 0.06% -17 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: 1,591 shares; 2024Q4: 1,594 shares; 2025Q1: 1,641 shares; 2025Q2: 1,979 shares; 2025Q3: 1,945 shares; 2025Q4: 1,987 shares 1,987 $340K 0.06% +42 Timeline SNOV 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: 1,488 shares; 2024Q4: 4,570 shares; 2025Q1: 12,894 shares; 2025Q2: 12,984 shares; 2025Q3: 12,984 shares; 2025Q4: 13,592 shares 13,592 $336K 0.06% +608 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 785 shares; 2025Q3: 575 shares; 2025Q4: 575 shares 575 $333K 0.06% 0 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,854 shares; 2024Q4: 3,854 shares; 2025Q1: 6,743 shares; 2025Q2: 6,743 shares; 2025Q3: 6,743 shares; 2025Q4: 6,413 shares 6,413 $332K 0.06% -330 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 61 shares 61 $327K 0.06% -5 Timeline YDEC 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: 10,335 shares; 2024Q4: 10,335 shares; 2025Q1: 11,844 shares; 2025Q2: 11,844 shares; 2025Q3: 11,844 shares; 2025Q4: 12,384 shares 12,384 $324K 0.05% +540 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,078 shares; 2024Q4: 10,493 shares; 2025Q1: 10,477 shares; 2025Q2: 7,177 shares; 2025Q3: 6,039 shares; 2025Q4: 5,889 shares 5,889 $322K 0.05% -150 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,599 shares; 2024Q4: 4,511 shares; 2025Q1: 4,534 shares; 2025Q2: 4,563 shares; 2025Q3: 3,910 shares; 2025Q4: 3,942 shares 3,942 $306K 0.05% +32 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: 2,001 shares; 2024Q4: 1,813 shares; 2025Q1: 1,753 shares; 2025Q2: 1,376 shares; 2025Q3: 1,399 shares; 2025Q4: 1,366 shares 1,366 $297K 0.05% -33 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: 608 shares; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 608 shares; 2025Q3: 608 shares; 2025Q4: 608 shares 608 $292K 0.05% 0 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: 1,264 shares; 2024Q4: 1,264 shares; 2025Q1: 7,213 shares; 2025Q2: 9,589 shares; 2025Q3: 9,645 shares; 2025Q4: 9,589 shares 9,589 $291K 0.05% -56 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: 4,652 shares; 2024Q4: 4,683 shares; 2025Q1: 5,036 shares; 2025Q2: 5,722 shares; 2025Q3: 5,795 shares; 2025Q4: 5,369 shares 5,369 $290K 0.05% -426 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: 1,802 shares; 2024Q4: 1,802 shares; 2025Q1: 12,007 shares; 2025Q2: 12,461 shares; 2025Q3: 12,461 shares; 2025Q4: 12,461 shares 12,461 $288K 0.05% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,709 shares; 2024Q4: 2,710 shares; 2025Q1: 2,710 shares; 2025Q2: 2,710 shares; 2025Q3: 2,711 shares; 2025Q4: 2,712 shares 2,712 $282K 0.05% +1 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: 775 shares; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: 814 shares; 2025Q3: 912 shares; 2025Q4: 885 shares 885 $273K 0.05% -27 Timeline QDEC 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: 8,353 shares; 2024Q4: 8,353 shares; 2025Q1: 8,353 shares; 2025Q2: 8,353 shares; 2025Q3: 8,353 shares; 2025Q4: 8,353 shares 8,353 $272K 0.05% 0 Timeline NMM NAVIOS MARITIME PARTNERS LP More: the full row for NAVIOS MARITIME PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,116 shares; 2024Q4: 5,116 shares; 2025Q1: 5,116 shares; 2025Q2: 5,116 shares; 2025Q3: 5,116 shares; 2025Q4: 5,116 shares 5,116 $268K 0.05% 0 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,035 shares; 2024Q4: 7,023 shares; 2025Q1: 7,023 shares; 2025Q2: 7,023 shares; 2025Q3: 6,998 shares; 2025Q4: 5,939 shares 5,939 $265K 0.04% -1,059 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: 1,379 shares; 2024Q4: 900 shares; 2025Q1: 14,230 shares; 2025Q2: 17,677 shares; 2025Q3: 17,678 shares; 2025Q4: 17,669 shares 17,669 $265K 0.04% -9 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: 1,189 shares; 2024Q4: 291 shares; 2025Q1: 313 shares; 2025Q2: 328 shares; 2025Q3: 775 shares; 2025Q4: 919 shares 919 $262K 0.04% +144 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: not reported; 2024Q4: not reported; 2025Q1: 298,275 shares; 2025Q2: 261,798 shares; 2025Q3: 261,798 shares; 2025Q4: 261,798 shares 261,798 $262K 0.04% 0 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: 3,423 shares; 2024Q4: 3,500 shares; 2025Q1: 3,490 shares; 2025Q2: 3,298 shares; 2025Q3: 3,305 shares; 2025Q4: 3,061 shares 3,061 $258K 0.04% -244 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,083 shares; 2024Q4: 3,355 shares; 2025Q1: 3,355 shares; 2025Q2: 3,358 shares; 2025Q3: 3,416 shares; 2025Q4: 3,429 shares 3,429 $258K 0.04% +13 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: 7,133 shares; 2024Q4: 8,354 shares; 2025Q1: 7,115 shares; 2025Q2: 17,234 shares; 2025Q3: 17,194 shares; 2025Q4: 17,243 shares 17,243 $258K 0.04% +49 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: 450 shares; 2024Q4: 318 shares; 2025Q1: 283 shares; 2025Q2: 112 shares; 2025Q3: 342 shares; 2025Q4: 382 shares 382 $257K 0.04% +40 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: 2,978 shares; 2024Q4: 2,978 shares; 2025Q1: 3,078 shares; 2025Q2: 2,978 shares; 2025Q3: 2,978 shares; 2025Q4: 2,755 shares 2,755 $257K 0.04% -223 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: not reported; 2024Q4: 590 shares; 2025Q1: 18,318 shares; 2025Q2: 65,408 shares; 2025Q3: 65,702 shares; 2025Q4: 65,702 shares 65,702 $252K 0.04% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 100 shares; 2025Q3: 800 shares; 2025Q4: 802 shares 802 $249K 0.04% +2 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,475 shares; 2025Q1: 1,433 shares; 2025Q2: 1,433 shares; 2025Q3: 1,433 shares; 2025Q4: 1,433 shares 1,433 $244K 0.04% 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: 4,461 shares; 2024Q4: 4,461 shares; 2025Q1: 3,755 shares; 2025Q2: 3,755 shares; 2025Q3: 3,304 shares; 2025Q4: 3,154 shares 3,154 $243K 0.04% -150 Timeline DMAY 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: 5,362 shares; 2024Q4: 5,362 shares; 2025Q1: 5,362 shares; 2025Q2: 5,362 shares; 2025Q3: 5,362 shares; 2025Q4: 5,362 shares 5,362 $243K 0.04% 0 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,288 shares; 2024Q4: 5,364 shares; 2025Q1: 5,364 shares; 2025Q2: 5,364 shares; 2025Q3: 5,364 shares; 2025Q4: 5,364 shares 5,364 $238K 0.04% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: 15,378 shares; 2025Q2: 12,958 shares; 2025Q3: 13,008 shares; 2025Q4: 13,009 shares 13,009 $237K 0.04% +1 Timeline DDM 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: 2,370 shares; 2024Q4: 2,370 shares; 2025Q1: 2,370 shares; 2025Q2: 2,036 shares; 2025Q3: 2,036 shares; 2025Q4: 4,072 shares 4,072 $232K 0.04% +2,036 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,024 shares; 2024Q4: 2,051 shares; 2025Q1: 2,013 shares; 2025Q2: 2,034 shares; 2025Q3: 2,055 shares; 2025Q4: 2,084 shares 2,084 $230K 0.04% +29 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 32,265 shares; 2025Q2: 1,034 shares; 2025Q3: 1,062 shares; 2025Q4: 1,062 shares 1,062 $228K 0.04% 0 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: 3,275 shares; 2024Q4: 3,337 shares; 2025Q1: 2,489 shares; 2025Q2: 2,492 shares; 2025Q3: 2,377 shares; 2025Q4: 2,279 shares 2,279 $228K 0.04% -98 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,488 shares; 2025Q1: 2,488 shares; 2025Q2: 2,488 shares; 2025Q3: 2,488 shares; 2025Q4: 2,488 shares 2,488 $224K 0.04% 0 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,550 shares; 2024Q4: 28,550 shares; 2025Q1: 28,135 shares; 2025Q2: 23,095 shares; 2025Q3: 23,095 shares; 2025Q4: 20,870 shares 20,870 $223K 0.04% -2,225 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: 1,275 shares; 2024Q4: 1,269 shares; 2025Q1: 1,258 shares; 2025Q2: 1,222 shares; 2025Q3: 692 shares; 2025Q4: 673 shares 673 $222K 0.04% -19 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: 182 shares; 2024Q4: 169 shares; 2025Q1: 53,295 shares; 2025Q2: 55,446 shares; 2025Q3: 55,502 shares; 2025Q4: 55,492 shares 55,492 $212K 0.04% -10 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: 450 shares; 2024Q4: 452 shares; 2025Q1: 540 shares; 2025Q2: 7,160 shares; 2025Q3: 7,829 shares; 2025Q4: 7,805 shares 7,805 $212K 0.04% -24 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: 32 shares; 2025Q1: 105 shares; 2025Q2: 1,058 shares; 2025Q3: 1,688 shares; 2025Q4: 1,613 shares 1,613 $211K 0.04% -75 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: 6,663 shares; 2024Q4: 6,895 shares; 2025Q1: 6,725 shares; 2025Q2: 6,737 shares; 2025Q3: 6,749 shares; 2025Q4: 6,589 shares 6,589 $211K 0.04% -160 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: 1,335 shares; 2024Q4: 1,305 shares; 2025Q1: 1,247 shares; 2025Q2: 1,109 shares; 2025Q3: 854 shares; 2025Q4: 776 shares 776 $206K 0.03% -78 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: 5,783 shares; 2024Q4: 5,290 shares; 2025Q1: 5,370 shares; 2025Q2: 4,447 shares; 2025Q3: 3,827 shares; 2025Q4: 3,208 shares 3,208 $204K 0.03% -619 Timeline SAUG 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: 1,731 shares; 2024Q4: 1,731 shares; 2025Q1: 1,731 shares; 2025Q2: 1,731 shares; 2025Q3: 6,176 shares; 2025Q4: 8,003 shares 8,003 $204K 0.03% +1,827 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: 2,347 shares; 2024Q4: 2,348 shares; 2025Q1: 2,348 shares; 2025Q2: 2,348 shares; 2025Q3: 2,392 shares; 2025Q4: 2,366 shares 2,366 $203K 0.03% -26 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 257 shares; 2025Q2: 453 shares; 2025Q3: 454 shares; 2025Q4: 454 shares 454 $202K 0.03% 0 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: 313 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 913 shares; 2025Q4: 913 shares 913 $201K 0.03% 0 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: 1,937 shares; 2024Q4: 1,788 shares; 2025Q1: 1,791 shares; 2025Q2: 1,815 shares; 2025Q3: 1,830 shares; 2025Q4: 1,803 shares 1,803 $198K 0.03% -27 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $194K 0.03% 0 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 72 shares; 2025Q3: 156 shares; 2025Q4: 156 shares 156 $190K 0.03% 0 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: 797 shares; 2024Q4: 798 shares; 2025Q1: 799 shares; 2025Q2: 800 shares; 2025Q3: 787 shares; 2025Q4: 786 shares 786 $190K 0.03% -1 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: 627 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 573 shares; 2025Q3: 574 shares; 2025Q4: 574 shares 574 $188K 0.03% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,883 shares; 2025Q3: 4,883 shares; 2025Q4: 4,883 shares 4,883 $186K 0.03% 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: 334 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 472 shares; 2025Q4: 430 shares 430 $183K 0.03% -42 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: 600 shares; 2024Q4: 750 shares; 2025Q1: 850 shares; 2025Q2: 1,250 shares; 2025Q3: 1,400 shares; 2025Q4: 1,425 shares 1,425 $182K 0.03% +25 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: 1,017 shares; 2024Q4: 1,019 shares; 2025Q1: 1,020 shares; 2025Q2: 994 shares; 2025Q3: 996 shares; 2025Q4: 1,020 shares 1,020 $181K 0.03% +24 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: 194 shares; 2024Q4: 222 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 455 shares; 2025Q4: 455 shares 455 $180K 0.03% 0 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: 987 shares; 2024Q4: 991 shares; 2025Q1: 996 shares; 2025Q2: 935 shares; 2025Q3: 938 shares; 2025Q4: 654 shares 654 $177K 0.03% -284 Timeline PIO 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: 4,005 shares; 2024Q4: 4,006 shares; 2025Q1: 4,007 shares; 2025Q2: 4,014 shares; 2025Q3: 4,014 shares; 2025Q4: 4,015 shares 4,015 $177K 0.03% +1 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: 182 shares; 2024Q4: 182 shares; 2025Q1: 19,000 shares; 2025Q2: 15,915 shares; 2025Q3: 15,915 shares; 2025Q4: 15,915 shares 15,915 $176K 0.03% 0 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: 703 shares; 2024Q4: 542 shares; 2025Q1: 26,651 shares; 2025Q2: 35,145 shares; 2025Q3: 35,150 shares; 2025Q4: 32,380 shares 32,380 $173K 0.03% -2,770 Timeline DJAN 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: 179 shares; 2024Q4: 179 shares; 2025Q1: 3,751 shares; 2025Q2: 3,958 shares; 2025Q3: 3,958 shares; 2025Q4: 3,958 shares 3,958 $172K 0.03% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 2,708 shares; 2025Q1: 2,743 shares; 2025Q2: 2,774 shares; 2025Q3: 2,807 shares; 2025Q4: 2,843 shares 2,843 $172K 0.03% +36 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: 411 shares; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 827 shares; 2025Q3: 827 shares; 2025Q4: 791 shares 791 $172K 0.03% -36 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: 32 shares; 2024Q4: 32 shares; 2025Q1: 15,672 shares; 2025Q2: 15,210 shares; 2025Q3: 15,307 shares; 2025Q4: 15,300 shares 15,300 $172K 0.03% -7 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: 118 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 300 shares 300 $171K 0.03% -2 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: 3,792 shares; 2024Q4: 3,665 shares; 2025Q1: 3,440 shares; 2025Q2: 3,440 shares; 2025Q3: 3,440 shares; 2025Q4: 3,191 shares 3,191 $170K 0.03% -249 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 1,077 shares; 2025Q1: 1,077 shares; 2025Q2: 1,077 shares; 2025Q3: 1,169 shares; 2025Q4: 1,169 shares 1,169 $169K 0.03% 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: 2,401 shares; 2024Q4: 2,402 shares; 2025Q1: 2,402 shares; 2025Q2: 2,402 shares; 2025Q3: 2,403 shares; 2025Q4: 2,403 shares 2,403 $167K 0.03% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,718 shares; 2024Q4: 2,718 shares; 2025Q1: 2,718 shares; 2025Q2: 2,741 shares; 2025Q3: 2,506 shares; 2025Q4: 2,399 shares 2,399 $164K 0.03% -107 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 3,280 shares; 2025Q1: 3,280 shares; 2025Q2: 3,280 shares; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares 3,270 $160K 0.03% 0 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: 4,665 shares; 2024Q4: 4,456 shares; 2025Q1: 4,456 shares; 2025Q2: 3,723 shares; 2025Q3: 2,650 shares; 2025Q4: 2,234 shares 2,234 $160K 0.03% -416 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: 10,063 shares; 2024Q4: 9,337 shares; 2025Q1: 8,216 shares; 2025Q2: 7,844 shares; 2025Q3: 7,036 shares; 2025Q4: 6,398 shares 6,398 $159K 0.03% -638 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: not reported; 2024Q4: 225 shares; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 500 shares; 2025Q4: 983 shares 983 $159K 0.03% +483 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: 1,598 shares; 2024Q4: 2,003 shares; 2025Q1: 1,765 shares; 2025Q2: 1,550 shares; 2025Q3: 1,870 shares; 2025Q4: 1,920 shares 1,920 $157K 0.03% +50 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: 2,481 shares; 2024Q4: 2,631 shares; 2025Q1: 2,482 shares; 2025Q2: 2,125 shares; 2025Q3: 1,916 shares; 2025Q4: 1,916 shares 1,916 $156K 0.03% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 2,364 shares; 2025Q1: 2,379 shares; 2025Q2: 2,416 shares; 2025Q3: 2,430 shares; 2025Q4: 2,420 shares 2,420 $156K 0.03% -10 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: 423 shares; 2024Q4: 424 shares; 2025Q1: 425 shares; 2025Q2: 426 shares; 2025Q3: 389 shares; 2025Q4: 390 shares 390 $154K 0.03% +1 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: 1,966 shares; 2024Q4: 1,991 shares; 2025Q1: 1,953 shares; 2025Q2: 1,826 shares; 2025Q3: 1,806 shares; 2025Q4: 1,828 shares 1,828 $151K 0.03% +22 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: 473 shares; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 432 shares 432 $151K 0.03% -1 Timeline VIGI 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: 1,785 shares; 2024Q4: 1,790 shares; 2025Q1: 1,800 shares; 2025Q2: 1,632 shares; 2025Q3: 1,639 shares; 2025Q4: 1,648 shares 1,648 $151K 0.03% +9 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: 1,323 shares; 2024Q4: 1,326 shares; 2025Q1: 1,328 shares; 2025Q2: 1,352 shares; 2025Q3: 1,362 shares; 2025Q4: 1,289 shares 1,289 $150K 0.03% -73 Timeline CBRE CBRE GROUP INC More: the full row for CBRE 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: 935 shares; 2025Q3: 935 shares; 2025Q4: 935 shares 935 $150K 0.03% 0 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,842 shares; 2024Q4: 2,850 shares; 2025Q1: 2,855 shares; 2025Q2: 2,861 shares; 2025Q3: 2,645 shares; 2025Q4: 2,649 shares 2,649 $150K 0.03% +4 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 619 shares; 2025Q1: 595 shares; 2025Q2: 528 shares; 2025Q3: 529 shares; 2025Q4: 530 shares 530 $146K 0.02% +1 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,704 shares; 2024Q4: 2,718 shares; 2025Q1: 2,734 shares; 2025Q2: 2,744 shares; 2025Q3: 2,755 shares; 2025Q4: 2,771 shares 2,771 $146K 0.02% +16 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: 96 shares; 2024Q4: 94 shares; 2025Q1: 312 shares; 2025Q2: 548 shares; 2025Q3: 539 shares; 2025Q4: 539 shares 539 $145K 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 2,197 shares; 2025Q1: 2,208 shares; 2025Q2: 2,156 shares; 2025Q3: 2,156 shares; 2025Q4: 1,793 shares 1,793 $142K 0.02% -363 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: 1,023 shares; 2024Q4: 2,206 shares; 2025Q1: 2,206 shares; 2025Q2: 1,812 shares; 2025Q3: 1,812 shares; 2025Q4: 1,812 shares 1,812 $141K 0.02% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,234 shares; 2024Q4: 5,634 shares; 2025Q1: 5,134 shares; 2025Q2: 5,134 shares; 2025Q3: 5,134 shares; 2025Q4: 5,234 shares 5,234 $137K 0.02% +100 Timeline PBD 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: 8,398 shares; 2024Q4: 8,404 shares; 2025Q1: 8,418 shares; 2025Q2: 8,436 shares; 2025Q3: 8,449 shares; 2025Q4: 8,458 shares 8,458 $136K 0.02% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares 165 $135K 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 320 shares; 2025Q3: 527 shares; 2025Q4: 526 shares 526 $135K 0.02% -1 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 520 shares; 2025Q1: 525 shares; 2025Q2: 974 shares; 2025Q3: 1,027 shares; 2025Q4: 1,031 shares 1,031 $133K 0.02% +4 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: 64 shares; 2024Q4: 114 shares; 2025Q1: 124 shares; 2025Q2: 433 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares 1,001 $133K 0.02% 0 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: 750 shares; 2024Q4: 650 shares; 2025Q1: 6,699 shares; 2025Q2: 6,373 shares; 2025Q3: 6,373 shares; 2025Q4: 6,373 shares 6,373 $133K 0.02% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,188 shares; 2024Q4: 3,230 shares; 2025Q1: 3,230 shares; 2025Q2: 2,659 shares; 2025Q3: 2,678 shares; 2025Q4: 2,718 shares 2,718 $130K 0.02% +40 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 33 shares; 2025Q2: 262 shares; 2025Q3: 422 shares; 2025Q4: 411 shares 411 $128K 0.02% -11 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: 1,693 shares; 2024Q4: 881 shares; 2025Q1: 819 shares; 2025Q2: 54,424 shares; 2025Q3: 54,249 shares; 2025Q4: 54,249 shares 54,249 $128K 0.02% 0 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: 332 shares; 2024Q4: 252 shares; 2025Q1: 106,571 shares; 2025Q2: 96,216 shares; 2025Q3: 96,216 shares; 2025Q4: 96,216 shares 96,216 $126K 0.02% 0 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: 946 shares; 2024Q4: 951 shares; 2025Q1: 1,258 shares; 2025Q2: 928 shares; 2025Q3: 935 shares; 2025Q4: 1,016 shares 1,016 $125K 0.02% +81 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: 764 shares 764 $124K 0.02% 0 Timeline DOL 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: 3,549 shares; 2024Q4: 3,572 shares; 2025Q1: 3,340 shares; 2025Q2: 2,048 shares; 2025Q3: 1,861 shares; 2025Q4: 1,872 shares 1,872 $123K 0.02% +11 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,529 shares; 2024Q4: 4,538 shares; 2025Q1: 4,546 shares; 2025Q2: 4,555 shares; 2025Q3: 3,819 shares; 2025Q4: 3,825 shares 3,825 $122K 0.02% +6 Timeline DFEB 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: 226 shares; 2024Q4: 226 shares; 2025Q1: 3,269 shares; 2025Q2: 3,269 shares; 2025Q3: 3,269 shares; 2025Q4: 2,552 shares 2,552 $122K 0.02% -717 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,726 shares; 2024Q4: 4,767 shares; 2025Q1: 4,817 shares; 2025Q2: 4,873 shares; 2025Q3: 4,925 shares; 2025Q4: 4,979 shares 4,979 $119K 0.02% +54 Timeline IAT 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: 4,931 shares; 2024Q4: 2,547 shares; 2025Q1: 2,547 shares; 2025Q2: 2,311 shares; 2025Q3: 2,123 shares; 2025Q4: 2,125 shares 2,125 $117K 0.02% +2 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: not reported; 2024Q4: not reported; 2025Q1: 95,855 shares; 2025Q2: 87,906 shares; 2025Q3: 87,906 shares; 2025Q4: 116,742 shares 116,742 $117K 0.02% +28,836 Timeline KRE 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: 4,036 shares; 2024Q4: 2,106 shares; 2025Q1: 2,107 shares; 2025Q2: 1,915 shares; 2025Q3: 1,764 shares; 2025Q4: 1,765 shares 1,765 $114K 0.02% +1 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,768 shares; 2025Q1: 1,768 shares; 2025Q2: 1,768 shares; 2025Q3: 1,768 shares; 2025Q4: 1,768 shares 1,768 $114K 0.02% 0 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: 4,479 shares; 2024Q4: 4,371 shares; 2025Q1: 4,377 shares; 2025Q2: 3,778 shares; 2025Q3: 4,284 shares; 2025Q4: 3,793 shares 3,793 $113K 0.02% -491 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,510 shares; 2025Q1: 2,510 shares; 2025Q2: 2,510 shares; 2025Q3: 2,510 shares; 2025Q4: 2,510 shares 2,510 $113K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 103,163 shares; 2025Q2: 88,842 shares; 2025Q3: 88,842 shares; 2025Q4: 111,914 shares 111,914 $112K 0.02% +23,072 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: 258 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares 316 $112K 0.02% 0 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: 7,183 shares; 2025Q3: 5,783 shares; 2025Q4: 5,783 shares 5,783 $111K 0.02% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 6,353 shares; 2025Q2: 7,320 shares; 2025Q3: 7,620 shares; 2025Q4: 7,620 shares 7,620 $110K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: 249 shares; 2025Q3: 868 shares; 2025Q4: 968 shares 968 $109K 0.02% +100 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,268 shares; 2025Q1: 1,268 shares; 2025Q2: 967 shares; 2025Q3: 870 shares; 2025Q4: 870 shares 870 $109K 0.02% 0 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,143 shares; 2024Q4: 27,143 shares; 2025Q1: 27,143 shares; 2025Q2: 27,143 shares; 2025Q3: 27,143 shares; 2025Q4: 21,604 shares 21,604 $108K 0.02% -5,539 Timeline GGLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,519 shares; 2025Q3: 1,519 shares; 2025Q4: 1,119 shares 1,119 $108K 0.02% -400 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,389 shares; 2025Q1: 1,391 shares; 2025Q2: 1,241 shares; 2025Q3: 1,242 shares; 2025Q4: 1,244 shares 1,244 $108K 0.02% +2 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $107K 0.02% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 160 shares; 2025Q1: 52 shares; 2025Q2: 133 shares; 2025Q3: 879 shares; 2025Q4: 958 shares 958 $105K 0.02% +79 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 760 shares; 2025Q1: 761 shares; 2025Q2: 1,377 shares; 2025Q3: 1,378 shares; 2025Q4: 1,387 shares 1,387 $105K 0.02% +9 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: 300 shares; 2024Q4: 301 shares; 2025Q1: 326 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 375 shares 375 $105K 0.02% -55 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,071 shares; 2024Q4: 2,008 shares; 2025Q1: 2,008 shares; 2025Q2: 2,013 shares; 2025Q3: 2,013 shares; 2025Q4: 2,013 shares 2,013 $102K 0.02% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,921 shares; 2025Q1: 233,781 shares; 2025Q2: 218,406 shares; 2025Q3: 218,406 shares; 2025Q4: 75,470 shares 75,470 $100K 0.02% -142,936 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: 966 shares; 2024Q4: 979 shares; 2025Q1: 985 shares; 2025Q2: 1,008 shares; 2025Q3: 1,019 shares; 2025Q4: 60,217 shares 60,217 $100K 0.02% +59,198 Timeline AIEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,392 shares; 2025Q1: 2,197 shares; 2025Q2: 2,197 shares; 2025Q3: 2,179 shares; 2025Q4: 2,181 shares 2,181 $98.4K 0.02% +2 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,569 shares; 2024Q4: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: 2,311 shares; 2025Q3: 2,780 shares; 2025Q4: 2,380 shares 2,380 $97.9K 0.02% -400 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: 845 shares; 2024Q4: 850 shares; 2025Q1: 855 shares; 2025Q2: 860 shares; 2025Q3: 866 shares; 2025Q4: 872 shares 872 $97.8K 0.02% +6 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: 848 shares; 2024Q4: 402 shares; 2025Q1: 459 shares; 2025Q2: 1,113 shares; 2025Q3: 768 shares; 2025Q4: 769 shares 769 $96.4K 0.02% +1 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,771 shares; 2025Q2: 13,792 shares; 2025Q3: 13,623 shares; 2025Q4: 13,605 shares 13,605 $95.9K 0.02% -18 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 433 shares 433 $90.1K 0.02% 0 Timeline OFS OFS CAP CORP More: the full row for OFS CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,421 shares; 2024Q4: 16,072 shares; 2025Q1: 16,669 shares; 2025Q2: 17,338 shares; 2025Q3: 18,103 shares; 2025Q4: 18,745 shares 18,745 $89.2K 0.02% +642 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares 1,106 $88.1K 0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 553 shares; 2025Q1: 578 shares; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 378 shares 378 $86.9K 0.01% +100 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,468 shares; 2025Q1: 1,468 shares; 2025Q2: 1,468 shares; 2025Q3: 1,468 shares; 2025Q4: 1,468 shares 1,468 $86.3K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: 2,719 shares; 2025Q1: 2,719 shares; 2025Q2: 2,719 shares; 2025Q3: 2,941 shares; 2025Q4: 2,941 shares 2,941 $84.8K 0.01% 0 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: 227 shares; 2024Q4: 227 shares; 2025Q1: 296 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares 286 $84.7K 0.01% 0 Timeline GHI GREYSTONE HOUSING IMPACT INV More: the full row for GREYSTONE HOUSING IMPACT INV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,737 shares; 2024Q4: 17,471 shares; 2025Q1: 17,471 shares; 2025Q2: 14,472 shares; 2025Q3: 14,472 shares; 2025Q4: 12,166 shares 12,166 $83.8K 0.01% -2,306 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,832 shares; 2025Q1: 1,832 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 1,832 shares 1,832 $81.2K 0.01% 0 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $81K 0.01% 0 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: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 296 shares; 2025Q3: 340 shares; 2025Q4: 334 shares 334 $80.9K 0.01% -6 Timeline GAUG 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: 2,058 shares; 2024Q4: 2,058 shares; 2025Q1: 2,058 shares; 2025Q2: 2,058 shares; 2025Q3: 2,058 shares; 2025Q4: 2,058 shares 2,058 $80.8K 0.01% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,123 shares 1,123 $80.6K 0.01% +25 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares 1,005 $79.8K 0.01% 0 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 369 shares; 2025Q4: 369 shares 369 $77K 0.01% 0 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: 536 shares; 2024Q4: 511 shares; 2025Q1: 483 shares; 2025Q2: 485 shares; 2025Q3: 265 shares; 2025Q4: 267 shares 267 $76.8K 0.01% +2 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,305 shares; 2024Q4: 3,054 shares; 2025Q1: 2,624 shares; 2025Q2: 2,088 shares; 2025Q3: 2,088 shares; 2025Q4: 2,088 shares 2,088 $76.8K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 792 shares; 2025Q1: 768 shares; 2025Q2: 582 shares; 2025Q3: 454 shares; 2025Q4: 454 shares 454 $76.6K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608 shares; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares 885 $75.4K 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 1,471 shares; 2025Q1: 1,476 shares; 2025Q2: 1,496 shares; 2025Q3: 1,506 shares; 2025Q4: 1,546 shares 1,546 $74.7K 0.01% +40 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: 203 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 777 shares; 2025Q3: 777 shares; 2025Q4: 777 shares 777 $74.6K 0.01% 0 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: 355 shares; 2024Q4: 356 shares; 2025Q1: 358 shares; 2025Q2: 359 shares; 2025Q3: 360 shares; 2025Q4: 361 shares 361 $74.2K 0.01% +1 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,672 shares; 2025Q4: 2,672 shares 2,672 $74.2K 0.01% 0 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: 812 shares; 2024Q4: 813 shares; 2025Q1: 815 shares; 2025Q2: 629 shares; 2025Q3: 630 shares; 2025Q4: 632 shares 632 $72.8K 0.01% +2 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: 580 shares; 2024Q4: 394 shares; 2025Q1: 395 shares; 2025Q2: 506 shares; 2025Q3: 399 shares; 2025Q4: 401 shares 401 $72.7K 0.01% +2 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 1,456 shares; 2025Q1: 1,466 shares; 2025Q2: 1,476 shares; 2025Q3: 1,488 shares; 2025Q4: 1,498 shares 1,498 $71.2K 0.01% +10 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 1,996 shares; 2025Q1: 1,996 shares; 2025Q2: 1,996 shares; 2025Q3: 1,996 shares; 2025Q4: 1,410 shares 1,410 $70.9K 0.01% -586 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 338 shares; 2025Q1: 340 shares; 2025Q2: 342 shares; 2025Q3: 344 shares; 2025Q4: 346 shares 346 $69.7K 0.01% +2 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: 758 shares; 2024Q4: 767 shares; 2025Q1: 771 shares; 2025Q2: 770 shares; 2025Q3: 706 shares; 2025Q4: 715 shares 715 $68.7K 0.01% +9 Timeline IFLN 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: 3,619 shares; 2024Q4: 3,648 shares; 2025Q1: 3,599 shares; 2025Q2: 3,625 shares; 2025Q3: 3,652 shares; 2025Q4: 3,681 shares 3,681 $68.5K 0.01% +29 Timeline DJUL 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: 1,423 shares; 2024Q4: 1,423 shares; 2025Q1: 1,423 shares; 2025Q2: 1,423 shares; 2025Q3: 1,423 shares; 2025Q4: 1,423 shares 1,423 $67.7K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 297 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 294 shares; 2025Q4: 273 shares 273 $67.4K 0.01% -21 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,001 shares; 2025Q4: 1,251 shares 1,251 $67.4K 0.01% +250 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: 814 shares; 2024Q4: 775 shares; 2025Q1: 682 shares; 2025Q2: 985 shares; 2025Q3: 996 shares; 2025Q4: 1,166 shares 1,166 $67.3K 0.01% +170 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: 1,143 shares; 2024Q4: 1,212 shares; 2025Q1: 1,224 shares; 2025Q2: 1,275 shares; 2025Q3: 1,332 shares; 2025Q4: 1,336 shares 1,336 $66.8K 0.01% +4 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 312 shares 312 $66.8K 0.01% 0 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: 1,089 shares; 2024Q4: 1,099 shares; 2025Q1: 1,109 shares; 2025Q2: 1,119 shares; 2025Q3: 1,128 shares; 2025Q4: 1,138 shares 1,138 $66.7K 0.01% +10 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 266 shares; 2025Q1: 228 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 284 shares 284 $64.2K 0.01% +83 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 136 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $63.7K 0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 1,965 shares; 2025Q1: 987 shares; 2025Q2: 992 shares; 2025Q3: 997 shares; 2025Q4: 1,003 shares 1,003 $63.6K 0.01% +6 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: 1,576 shares; 2024Q4: 2,166 shares; 2025Q1: 2,157 shares; 2025Q2: 1,151 shares; 2025Q3: 1,055 shares; 2025Q4: 645 shares 645 $63K 0.01% -410 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 471 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 1,146 shares 1,146 $62.8K 0.01% +1,085 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: 378 shares; 2024Q4: 2,007 shares; 2025Q1: 2,020 shares; 2025Q2: 2,031 shares; 2025Q3: 385 shares; 2025Q4: 386 shares 386 $62.8K 0.01% +1 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,590 shares; 2025Q1: 1,576 shares; 2025Q2: 1,588 shares; 2025Q3: 1,524 shares; 2025Q4: 1,538 shares 1,538 $62.1K 0.01% +14 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,837 shares; 2024Q4: 5,837 shares; 2025Q1: 5,771 shares; 2025Q2: 3,271 shares; 2025Q3: 3,271 shares; 2025Q4: 3,271 shares 3,271 $62K 0.01% 0 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: 506 shares; 2024Q4: 506 shares; 2025Q1: 506 shares; 2025Q2: 506 shares; 2025Q3: 506 shares; 2025Q4: 506 shares 506 $61.6K 0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 253 shares 253 $61.5K 0.01% +1 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 488 shares; 2025Q1: 451 shares; 2025Q2: 536 shares; 2025Q3: 538 shares; 2025Q4: 542 shares 542 $61.2K 0.01% +4 Timeline DRIV 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: 2,193 shares; 2024Q4: 2,193 shares; 2025Q1: 2,148 shares; 2025Q2: 2,148 shares; 2025Q3: 2,060 shares; 2025Q4: 2,060 shares 2,060 $60.9K 0.01% 0 Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $60.8K 0.01% 0 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: 2,858 shares; 2024Q4: 2,858 shares; 2025Q1: 2,858 shares; 2025Q2: 2,079 shares; 2025Q3: 1,655 shares; 2025Q4: 1,230 shares 1,230 $60.5K 0.01% -425 Timeline METU 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: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,849 shares 1,849 $59.4K 0.01% +550 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,961 shares; 2025Q3: 600 shares; 2025Q4: 1,600 shares 1,600 $59.2K 0.01% +1,000 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 544 shares; 2025Q1: 544 shares; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 544 shares 544 $58.9K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105 shares; 2025Q3: 300 shares; 2025Q4: 365 shares 365 $58.9K 0.01% +65 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares 250 $58.5K 0.01% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,681 shares; 2025Q1: 2,495 shares; 2025Q2: 2,212 shares; 2025Q3: 2,212 shares; 2025Q4: 1,995 shares 1,995 $58.4K 0.01% -217 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: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares 303 $58K 0.01% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,019 shares; 2025Q1: 64,674 shares; 2025Q2: 817 shares; 2025Q3: 818 shares; 2025Q4: 819 shares 819 $57.7K 0.01% +1 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,715 shares; 2025Q3: 56,715 shares; 2025Q4: 56,715 shares 56,715 $56.7K 0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 500 shares; 2025Q1: 3,892 shares; 2025Q2: 3,346 shares; 2025Q3: 3,606 shares; 2025Q4: 3,418 shares 3,418 $56.1K 0.01% -188 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 159 shares 159 $55.9K 0.01% +31 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: 432 shares; 2024Q4: 432 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 505 shares 505 $55.2K 0.01% 0 Timeline NFBK NORTHFIELD BANCORP INC DEL More: the full row for NORTHFIELD BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 4,573 shares; 2025Q1: 4,622 shares; 2025Q2: 4,673 shares; 2025Q3: 4,727 shares; 2025Q4: 4,788 shares 4,788 $54.7K 0.01% +61 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,347 shares; 2024Q4: 2,347 shares; 2025Q1: 2,347 shares; 2025Q2: 2,347 shares; 2025Q3: 2,347 shares; 2025Q4: 2,347 shares 2,347 $54.7K 0.01% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,378 shares; 2024Q4: 5,757 shares; 2025Q1: 5,757 shares; 2025Q2: 5,477 shares; 2025Q3: 5,477 shares; 2025Q4: 3,562 shares 3,562 $54.6K 0.01% -1,915 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 237 shares 237 $54.2K 0.01% 0 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: 640 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares 640 $54.2K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 52,474 shares; 2025Q2: 51,085 shares; 2025Q3: 51,085 shares; 2025Q4: 54,042 shares 54,042 $54K 0.01% +2,957 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 578 shares; 2025Q1: 578 shares; 2025Q2: 584 shares; 2025Q3: 584 shares; 2025Q4: 593 shares 593 $53.7K 0.01% +9 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,273 shares; 2025Q4: 1,287 shares 1,287 $53.5K 0.01% +14 Timeline NVDU 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: 448 shares; 2025Q3: 448 shares; 2025Q4: 448 shares 448 $52.7K 0.01% 0 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: 2,236 shares; 2024Q4: 2,238 shares; 2025Q1: 2,241 shares; 2025Q2: 2,244 shares; 2025Q3: 2,247 shares; 2025Q4: 2,250 shares 2,250 $52.4K 0.01% +3 Timeline IYC 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: 495 shares; 2024Q4: 495 shares; 2025Q1: 496 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 498 shares 498 $51.4K 0.01% +1 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: 623 shares; 2024Q4: 1,299 shares; 2025Q1: 954 shares; 2025Q2: 1,348 shares; 2025Q3: 876 shares; 2025Q4: 876 shares 876 $51.1K 0.01% 0 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: 3,718 shares; 2024Q4: 3,807 shares; 2025Q1: 3,898 shares; 2025Q2: 3,990 shares; 2025Q3: 5,254 shares; 2025Q4: 5,340 shares 5,340 $50.9K 0.01% +86 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: 97 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 99 shares 99 $50.8K 0.01% +15 Timeline DPST DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 282 shares; 2025Q4: 500 shares 500 $50.5K 0.01% +218 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: not reported; 2024Q4: not reported; 2025Q1: 70,522 shares; 2025Q2: 50,366 shares; 2025Q3: 50,366 shares; 2025Q4: 50,366 shares 50,366 $50.4K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 377 shares; 2025Q4: 378 shares 378 $50K 0.01% +1 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 528 shares; 2025Q4: 530 shares 530 $50K 0.01% +2 Timeline GURU 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $50K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 462 shares; 2025Q4: 6,496 shares 6,496 $49.9K 0.01% +6,034 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 145 shares; 2025Q1: 102 shares; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 737 shares 737 $49.4K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 576 shares; 2025Q1: 576 shares; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 576 shares 576 $49.3K 0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 613 shares; 2025Q1: 620 shares; 2025Q2: 585 shares; 2025Q3: 590 shares; 2025Q4: 595 shares 595 $48.8K 0.01% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 170 shares; 2025Q4: 170 shares 170 $48.2K 0.01% 0 Timeline DIM 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: 903 shares; 2024Q4: 864 shares; 2025Q1: 867 shares; 2025Q2: 587 shares; 2025Q3: 591 shares; 2025Q4: 594 shares 594 $47.9K 0.01% +3 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 526 shares; 2025Q1: 528 shares; 2025Q2: 531 shares; 2025Q3: 533 shares; 2025Q4: 536 shares 536 $47.8K 0.01% +3 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: not reported; 2024Q4: not reported; 2025Q1: 12,421 shares; 2025Q2: 13,697 shares; 2025Q3: 13,697 shares; 2025Q4: 13,947 shares 13,947 $47.5K 0.01% +250 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 259 shares; 2025Q3: 616 shares; 2025Q4: 616 shares 616 $47.2K 0.01% 0 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: 2,017 shares; 2024Q4: 1,294 shares; 2025Q1: 1,135 shares; 2025Q2: 1,114 shares; 2025Q3: 680 shares; 2025Q4: 311 shares 311 $47K 0.01% -369 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: 676 shares; 2024Q4: 676 shares; 2025Q1: 676 shares; 2025Q2: 676 shares; 2025Q3: 636 shares; 2025Q4: 636 shares 636 $47K 0.01% 0 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 46,179 shares 46,179 $46.7K 0.01% +46,175 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $46.3K 0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 526 shares; 2025Q1: 533 shares; 2025Q2: 551 shares; 2025Q3: 574 shares; 2025Q4: 572 shares 572 $46.1K 0.01% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 334 shares 334 $46K 0.01% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 3,738 shares; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $45.7K 0.01% new Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares 705 $45.3K 0.01% 0 Timeline AOR 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: 675 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 681 shares; 2025Q3: 684 shares; 2025Q4: 689 shares 689 $44.8K 0.01% +5 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 27 shares; 2025Q2: 70 shares; 2025Q3: 116 shares; 2025Q4: 106 shares 106 $44.7K 0.01% -10 Timeline ICSH 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: 877 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 877 shares; 2025Q3: 877 shares; 2025Q4: 877 shares 877 $44.4K 0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $44.1K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 535 shares; 2025Q1: 539 shares; 2025Q2: 543 shares; 2025Q3: 745 shares; 2025Q4: 548 shares 548 $43.3K 0.01% -197 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,837 shares; 2025Q2: 41,980 shares; 2025Q3: 41,980 shares; 2025Q4: 43,051 shares 43,051 $43.1K 0.01% +1,071 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares 340 $42.2K 0.01% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 613 shares 613 $42K 0.01% +7 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 325 shares; 2025Q3: 450 shares; 2025Q4: 500 shares 500 $41.9K 0.01% +50 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 554 shares; 2025Q3: 523 shares; 2025Q4: 523 shares 523 $41.4K 0.01% 0 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 344 shares 344 $41.3K 0.01% 0 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: 15 shares; 2024Q4: 15 shares; 2025Q1: 29 shares; 2025Q2: 79 shares; 2025Q3: 111 shares; 2025Q4: 72 shares 72 $40.6K 0.01% -39 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,892 shares; 2024Q4: 4,010 shares; 2025Q1: 4,010 shares; 2025Q2: 4,010 shares; 2025Q3: 4,010 shares; 2025Q4: 4,010 shares 4,010 $40.5K 0.01% 0 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: 678 shares; 2024Q4: 580 shares; 2025Q1: 582 shares; 2025Q2: 585 shares; 2025Q3: 584 shares; 2025Q4: 454 shares 454 $39.6K 0.01% -130 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: 741 shares; 2024Q4: 745 shares; 2025Q1: 749 shares; 2025Q2: 754 shares; 2025Q3: 759 shares; 2025Q4: 764 shares 764 $39.4K 0.01% +5 Timeline AMZU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,114 shares; 2025Q3: 1,124 shares; 2025Q4: 1,124 shares 1,124 $39.3K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 309 shares; 2025Q1: 310 shares; 2025Q2: 239 shares; 2025Q3: 240 shares; 2025Q4: 240 shares 240 $39.2K 0.01% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 571 shares; 2025Q1: 573 shares; 2025Q2: 576 shares; 2025Q3: 580 shares; 2025Q4: 586 shares 586 $39.2K 0.01% +6 Timeline BGH BARINGS GLOBAL SHORT DURATIO More: the full row for BARINGS GLOBAL SHORT DURATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,449 shares; 2024Q4: 2,483 shares; 2025Q1: 2,483 shares; 2025Q2: 2,483 shares; 2025Q3: 2,541 shares; 2025Q4: 2,602 shares 2,602 $39.1K 0.01% +61 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,308 shares; 2025Q1: 1,312 shares; 2025Q2: 1,317 shares; 2025Q3: 802 shares; 2025Q4: 806 shares 806 $38.5K 0.01% +4 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares 439 $38.3K 0.01% 0 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: 173 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 167 shares 167 $38.2K 0.01% -1 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: 510 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares 510 $37.5K 0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 467 shares 467 $36.8K 0.01% +371 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 178 shares 178 $36.3K 0.01% -23 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: 815 shares; 2024Q4: 837 shares; 2025Q1: 837 shares; 2025Q2: 837 shares; 2025Q3: 489 shares; 2025Q4: 489 shares 489 $35.9K 0.01% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $35.8K 0.01% 0 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: 159 shares; 2024Q4: 559 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares 159 $35.7K 0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 100 shares; 2025Q2: 375 shares; 2025Q3: not reported; 2025Q4: 495 shares 495 $35.4K 0.01% new 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: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 89 shares; 2025Q3: 78 shares; 2025Q4: 78 shares 78 $35.4K 0.01% 0 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: 89 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 192 shares; 2025Q4: 193 shares 193 $35.3K 0.01% +1 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: 133 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares 112 $35K 0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 179 shares; 2025Q1: 211 shares; 2025Q2: 269 shares; 2025Q3: 366 shares; 2025Q4: 172 shares 172 $34.8K 0.01% -194 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: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 119 shares; 2025Q4: 119 shares 119 $34.7K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares 430 $34.5K 0.01% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE 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: 496 shares 496 $34.4K 0.01% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 425 shares 425 $34.4K 0.01% +6 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: 420 shares; 2024Q4: 422 shares; 2025Q1: 424 shares; 2025Q2: 426 shares; 2025Q3: 433 shares; 2025Q4: 391 shares 391 $34.2K 0.01% -42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350 shares 350 $34K 0.01% new Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 333 shares; 2025Q4: 570 shares 570 $33.9K 0.01% +237 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,629 shares; 2025Q3: 1,655 shares; 2025Q4: 1,681 shares 1,681 $33.8K 0.01% +26 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: 239 shares; 2024Q4: 266 shares; 2025Q1: 270 shares; 2025Q2: 282 shares; 2025Q3: 305 shares; 2025Q4: 306 shares 306 $33.7K 0.01% +1 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 750 shares; 2025Q4: 900 shares 900 $33.6K 0.01% +150 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: 636 shares; 2024Q4: 636 shares; 2025Q1: 636 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 636 shares 636 $33.6K 0.01% 0 Timeline AAPU 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: 986 shares; 2025Q3: 986 shares; 2025Q4: 986 shares 986 $33.1K 0.01% 0 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: 333 shares; 2024Q4: 333 shares; 2025Q1: 339 shares; 2025Q2: 341 shares; 2025Q3: 344 shares; 2025Q4: 213 shares 213 $32.9K 0.01% -131 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 266 shares; 2025Q1: 268 shares; 2025Q2: 270 shares; 2025Q3: 272 shares; 2025Q4: 274 shares 274 $32.8K 0.01% +2 Timeline ARTY 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: 147 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 543 shares; 2025Q4: 659 shares 659 $31.8K 0.01% +116 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 276 shares 276 $31.6K 0.01% 0 Timeline IYG 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: 337 shares; 2024Q4: 338 shares; 2025Q1: 339 shares; 2025Q2: 340 shares; 2025Q3: 341 shares; 2025Q4: 342 shares 342 $31.5K 0.01% +1 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,558 shares; 2025Q2: 31,480 shares; 2025Q3: 31,480 shares; 2025Q4: 31,480 shares 31,480 $31.5K 0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,216 shares; 2024Q4: 2,216 shares; 2025Q1: 2,216 shares; 2025Q2: 2,216 shares; 2025Q3: 2,364 shares; 2025Q4: 2,364 shares 2,364 $31.2K 0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 1,551 shares 1,551 $30.6K 0.01% +1,395 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,415 shares 30,415 $30.4K 0.01% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 480 shares; 2025Q4: 591 shares 591 $30.1K 0.01% +111 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: 345 shares; 2024Q4: 349 shares; 2025Q1: 350 shares; 2025Q2: 355 shares; 2025Q3: 356 shares; 2025Q4: 359 shares 359 $30K 0.01% +3 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 314 shares; 2025Q1: 515 shares; 2025Q2: 298 shares; 2025Q3: 298 shares; 2025Q4: 299 shares 299 $29.8K 0.01% +1 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO 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: 719 shares; 2025Q4: 719 shares 719 $29.7K 0.01% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,284 shares; 2024Q4: 1,309 shares; 2025Q1: 1,331 shares; 2025Q2: 1,357 shares; 2025Q3: 1,381 shares; 2025Q4: 1,404 shares 1,404 $29.5K <0.01% +23 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: 162 shares; 2024Q4: 162 shares; 2025Q1: 9,421 shares; 2025Q2: 10,146 shares; 2025Q3: 10,146 shares; 2025Q4: 10,146 shares 10,146 $29.4K <0.01% 0 Timeline EVX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 149 shares; 2025Q1: 743 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 744 shares 744 $28.4K <0.01% +1 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,325 shares; 2025Q2: 28,270 shares; 2025Q3: 28,270 shares; 2025Q4: 28,270 shares 28,270 $28.3K <0.01% 0 Timeline MSFU 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: 929 shares; 2025Q3: 929 shares; 2025Q4: 679 shares 679 $28.1K <0.01% -250 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: 497 shares; 2024Q4: 497 shares; 2025Q1: 613 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 27,215 shares 27,215 $27.8K <0.01% +27,204 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: 1,202 shares; 2024Q4: 1,272 shares; 2025Q1: 1,298 shares; 2025Q2: 1,282 shares; 2025Q3: 1,312 shares; 2025Q4: 1,340 shares 1,340 $27.1K <0.01% +28 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: 1,172 shares; 2025Q1: 1,191 shares; 2025Q2: 1,211 shares; 2025Q3: 1,229 shares; 2025Q4: 1,247 shares 1,247 $27K <0.01% +18 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 1,678 shares; 2025Q1: 1,678 shares; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares; 2025Q4: 1,678 shares 1,678 $27K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 57 shares; 2025Q4: 57 shares 57 $26.8K <0.01% 0 Timeline VTWG 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: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares 112 $26.4K <0.01% 0 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 205 shares; 2025Q4: 150 shares 150 $26.4K <0.01% -55 Timeline GSWO GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 453 shares; 2025Q4: 455 shares 455 $26.3K <0.01% +2 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 406 shares 406 $26K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $25.9K <0.01% 0 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares 105 $25.9K <0.01% 0 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: 562 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 114 shares; 2025Q3: 168 shares; 2025Q4: 114 shares 114 $25.8K <0.01% -54 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 590 shares; 2025Q4: 593 shares 593 $25.5K <0.01% +3 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 793 shares; 2025Q1: 793 shares; 2025Q2: 793 shares; 2025Q3: 793 shares; 2025Q4: 793 shares 793 $25.4K <0.01% 0 Timeline EPP 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: 474 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 503 shares 503 $25.4K <0.01% +10 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80 shares; 2025Q3: 581 shares; 2025Q4: 581 shares 581 $25.3K <0.01% 0 Timeline FAN 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: 1,214 shares; 2024Q4: 1,216 shares; 2025Q1: 1,218 shares; 2025Q2: 1,225 shares; 2025Q3: 1,231 shares; 2025Q4: 1,234 shares 1,234 $25.3K <0.01% +3 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: 386 shares 386 $25.2K <0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares 225 $25.2K <0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 989 shares; 2025Q1: 975 shares; 2025Q2: 551 shares; 2025Q3: 424 shares; 2025Q4: 373 shares 373 $24.9K <0.01% -51 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,388 shares; 2025Q1: 1,388 shares; 2025Q2: 1,446 shares; 2025Q3: 920 shares; 2025Q4: 920 shares 920 $24.9K <0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 356 shares; 2025Q3: 611 shares; 2025Q4: 611 shares 611 $24.5K <0.01% 0 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: 204 shares; 2024Q4: 254 shares; 2025Q1: 205 shares; 2025Q2: 206 shares; 2025Q3: 207 shares; 2025Q4: 208 shares 208 $24.4K <0.01% +1 Timeline GPCR STRUCTURE THERAPEUTICS INC More: the full row for STRUCTURE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350 shares 350 $24.3K <0.01% new Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 2,017 shares; 2025Q1: 2,017 shares; 2025Q2: 2,035 shares; 2025Q3: 2,090 shares; 2025Q4: 2,151 shares 2,151 $24.2K <0.01% +61 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 1 shares; 2025Q3: 83 shares; 2025Q4: 73 shares 73 $24K <0.01% -10 Timeline IHF 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $24K <0.01% 0 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: 344 shares; 2024Q4: 362 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 176 shares 176 $23.9K <0.01% -76 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: 1,688 shares; 2024Q4: 1,698 shares; 2025Q1: 658 shares; 2025Q2: 355 shares; 2025Q3: 486 shares; 2025Q4: 300 shares 300 $23.8K <0.01% -186 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 305 shares; 2025Q4: 306 shares 306 $23.1K <0.01% +1 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares 80 $23.1K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 865 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 665 shares 665 $23.1K <0.01% -100 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK 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: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $23K <0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares 121 $22.3K <0.01% 0 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 470 shares; 2025Q4: 475 shares 475 $22K <0.01% +5 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares 465 $21.9K <0.01% 0 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 254 shares; 2025Q1: 257 shares; 2025Q2: 259 shares; 2025Q3: 262 shares; 2025Q4: 264 shares 264 $21.9K <0.01% +2 Timeline EQL 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: 157 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 471 shares 471 $21.8K <0.01% 0 Timeline BLOX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,243 shares 1,243 $21.8K <0.01% +243 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 347 shares 347 $21.7K <0.01% 0 Timeline EWC 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $21.6K <0.01% 0 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 506 shares; 2025Q4: 518 shares 518 $21.5K <0.01% +12 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: 227 shares; 2024Q4: 227 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 350 shares; 2025Q4: 232 shares 232 $21.3K <0.01% -118 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 805 shares; 2025Q1: 642 shares; 2025Q2: 646 shares; 2025Q3: 482 shares; 2025Q4: 486 shares 486 $21.2K <0.01% +4 Timeline XNOV 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: 557 shares; 2025Q1: 557 shares; 2025Q2: 557 shares; 2025Q3: 557 shares; 2025Q4: 557 shares 557 $21.1K <0.01% 0 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 322 shares; 2025Q1: 324 shares; 2025Q2: 326 shares; 2025Q3: 328 shares; 2025Q4: 317 shares 317 $21K <0.01% -11 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: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 54 shares; 2025Q4: 54 shares 54 $20.6K <0.01% 0 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,789 shares; 2025Q3: 1,826 shares; 2025Q4: 1,863 shares 1,863 $20.5K <0.01% +37 Timeline