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: 146,290 shares; 2024Q4: 164,300 shares; 2025Q1: 181,230 shares; 2025Q2: 198,004 shares; 2025Q3: 196,720 shares; 2025Q4: 221,573 shares 221,573 $107M 7.06% +24,853 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: 217,869 shares; 2024Q4: 270,187 shares; 2025Q1: 226,514 shares; 2025Q2: 378,426 shares; 2025Q3: 388,752 shares; 2025Q4: 422,676 shares 422,676 $78.8M 5.2% +33,924 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: 209,065 shares; 2024Q4: 240,664 shares; 2025Q1: 248,701 shares; 2025Q2: 291,353 shares; 2025Q3: 285,736 shares; 2025Q4: 257,904 shares 257,904 $70.1M 4.62% -27,832 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: 175,899 shares; 2024Q4: 262,577 shares; 2025Q1: 601,121 shares; 2025Q2: 693,558 shares; 2025Q3: 761,778 shares; 2025Q4: 904,116 shares 904,116 $67M 4.41% +142,338 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: 122,716 shares; 2024Q4: 122,704 shares; 2025Q1: 131,379 shares; 2025Q2: 201,454 shares; 2025Q3: 160,303 shares; 2025Q4: 190,580 shares 190,580 $44M 2.9% +30,277 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: 44,135 shares; 2024Q4: 44,930 shares; 2025Q1: 45,361 shares; 2025Q2: 50,918 shares; 2025Q3: 52,113 shares; 2025Q4: 51,156 shares 51,156 $35M 2.31% -957 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: 86,135 shares; 2024Q4: 75,356 shares; 2025Q1: 86,237 shares; 2025Q2: 104,390 shares; 2025Q3: 84,354 shares; 2025Q4: 96,467 shares 96,467 $30.2M 1.99% +12,113 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: 30,309 shares; 2024Q4: 32,282 shares; 2025Q1: 54,927 shares; 2025Q2: 36,059 shares; 2025Q3: 33,830 shares; 2025Q4: 38,672 shares 38,672 $26.4M 1.74% +4,842 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: 497,822 shares; 2024Q4: 487,038 shares; 2025Q1: 494,091 shares; 2025Q2: 487,444 shares; 2025Q3: 463,653 shares; 2025Q4: 427,796 shares 427,796 $21.6M 1.43% -35,857 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: 12,004 shares; 2024Q4: 25,658 shares; 2025Q1: 26,338 shares; 2025Q2: 42,428 shares; 2025Q3: 45,365 shares; 2025Q4: 45,798 shares 45,798 $20.6M 1.36% +433 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: 318,190 shares; 2024Q4: 312,247 shares; 2025Q1: 296,947 shares; 2025Q2: 299,143 shares; 2025Q3: 302,519 shares; 2025Q4: 298,133 shares 298,133 $19.7M 1.3% -4,386 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,299 shares; 2024Q4: 522,456 shares; 2025Q1: 589,072 shares; 2025Q2: 657,324 shares; 2025Q3: 725,890 shares; 2025Q4: 767,512 shares 767,512 $18.5M 1.22% +41,622 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: 21,462 shares; 2024Q4: 20,724 shares; 2025Q1: 20,596 shares; 2025Q2: 24,181 shares; 2025Q3: 27,003 shares; 2025Q4: 24,469 shares 24,469 $16.2M 1.06% -2,534 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: 24,533 shares; 2024Q4: 22,928 shares; 2025Q1: 37,976 shares; 2025Q2: 17,945 shares; 2025Q3: 18,071 shares; 2025Q4: 21,443 shares 21,443 $13.2M 0.87% +3,372 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 280,539 shares; 2025Q2: 362,204 shares; 2025Q3: 405,365 shares; 2025Q4: 427,146 shares 427,146 $13M 0.86% +21,781 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: 36,010 shares; 2024Q4: 39,973 shares; 2025Q1: 41,718 shares; 2025Q2: 141,356 shares; 2025Q3: 186,357 shares; 2025Q4: 202,466 shares 202,466 $12.9M 0.85% +16,109 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: 37,577 shares; 2024Q4: 35,980 shares; 2025Q1: 54,364 shares; 2025Q2: 54,227 shares; 2025Q3: 56,150 shares; 2025Q4: 58,690 shares 58,690 $12.1M 0.8% +2,540 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,288 shares; 2024Q4: 120,710 shares; 2025Q1: 132,232 shares; 2025Q2: 140,546 shares; 2025Q3: 146,469 shares; 2025Q4: 151,125 shares 151,125 $12.1M 0.8% +4,656 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: 11,318 shares; 2024Q4: 11,313 shares; 2025Q1: 11,577 shares; 2025Q2: 12,501 shares; 2025Q3: 13,511 shares; 2025Q4: 18,814 shares 18,814 $11.8M 0.78% +5,303 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: 70,756 shares; 2024Q4: 79,500 shares; 2025Q1: 82,015 shares; 2025Q2: 70,725 shares; 2025Q3: 72,901 shares; 2025Q4: 75,469 shares 75,469 $11.5M 0.76% +2,568 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,697 shares; 2024Q4: 12,915 shares; 2025Q1: 8,005 shares; 2025Q2: 7,652 shares; 2025Q3: 251,780 shares; 2025Q4: 264,142 shares 264,142 $11.5M 0.76% +12,362 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: 20,720 shares; 2024Q4: 27,543 shares; 2025Q1: 28,187 shares; 2025Q2: 29,419 shares; 2025Q3: 30,303 shares; 2025Q4: 34,585 shares 34,585 $10.9M 0.72% +4,282 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 753,533 shares; 2025Q1: not reported; 2025Q2: 8,046 shares; 2025Q3: 15,241 shares; 2025Q4: 401,145 shares 401,145 $10.5M 0.69% +385,904 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: 38,849 shares; 2024Q4: 42,567 shares; 2025Q1: 43,261 shares; 2025Q2: 65,491 shares; 2025Q3: 53,548 shares; 2025Q4: 30,171 shares 30,171 $10.4M 0.69% -23,377 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: 32,266 shares; 2024Q4: 33,270 shares; 2025Q1: 41,976 shares; 2025Q2: 36,742 shares; 2025Q3: 30,279 shares; 2025Q4: 32,099 shares 32,099 $10.3M 0.68% +1,820 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: 88,110 shares; 2024Q4: 86,199 shares; 2025Q1: 88,535 shares; 2025Q2: 93,222 shares; 2025Q3: 97,390 shares; 2025Q4: 102,027 shares 102,027 $9.8M 0.65% +4,637 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: 125,701 shares; 2024Q4: 130,929 shares; 2025Q1: 145,112 shares; 2025Q2: 159,522 shares; 2025Q3: 174,742 shares; 2025Q4: 180,146 shares 180,146 $9.68M 0.64% +5,404 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: 112,424 shares; 2024Q4: 116,370 shares; 2025Q1: 114,333 shares; 2025Q2: 113,719 shares; 2025Q3: 79,427 shares; 2025Q4: 82,949 shares 82,949 $9.68M 0.64% +3,522 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,776 shares; 2024Q4: 13,935 shares; 2025Q1: 19,726 shares; 2025Q2: 19,555 shares; 2025Q3: 19,247 shares; 2025Q4: 19,758 shares 19,758 $9.56M 0.63% +511 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,654 shares; 2024Q4: 139,096 shares; 2025Q1: 141,035 shares; 2025Q2: 148,313 shares; 2025Q3: 156,652 shares; 2025Q4: 165,963 shares 165,963 $9.36M 0.62% +9,311 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: 61,965 shares; 2025Q1: 62,794 shares; 2025Q2: 62,534 shares; 2025Q3: 61,444 shares; 2025Q4: 54,384 shares 54,384 $9.31M 0.61% -7,060 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: 18,296 shares; 2024Q4: 21,444 shares; 2025Q1: 21,028 shares; 2025Q2: 27,465 shares; 2025Q3: 28,726 shares; 2025Q4: 28,144 shares 28,144 $9.29M 0.61% -582 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,301 shares; 2024Q4: 182,521 shares; 2025Q1: 179,337 shares; 2025Q2: 158,775 shares; 2025Q3: 171,199 shares; 2025Q4: 184,381 shares 184,381 $8.82M 0.58% +13,182 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,514 shares; 2024Q4: 95,995 shares; 2025Q1: 82,598 shares; 2025Q2: 87,432 shares; 2025Q3: 91,375 shares; 2025Q4: 95,040 shares 95,040 $8.78M 0.58% +3,665 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: 67,746 shares; 2024Q4: 66,645 shares; 2025Q1: 64,816 shares; 2025Q2: 64,901 shares; 2025Q3: 65,891 shares; 2025Q4: 72,758 shares 72,758 $8.74M 0.58% +6,867 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,339 shares; 2024Q4: 42,028 shares; 2025Q1: 45,992 shares; 2025Q2: 43,270 shares; 2025Q3: 45,204 shares; 2025Q4: 47,056 shares 47,056 $8.56M 0.56% +1,852 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: 175,460 shares; 2024Q4: 155,006 shares; 2025Q1: 241,379 shares; 2025Q2: 197,538 shares; 2025Q3: 205,688 shares; 2025Q4: 209,756 shares 209,756 $8.54M 0.56% +4,068 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: 5,831 shares; 2024Q4: 5,889 shares; 2025Q1: 5,444 shares; 2025Q2: 6,128 shares; 2025Q3: 41,479 shares; 2025Q4: 59,515 shares 59,515 $8.54M 0.56% +18,036 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: 2,376 shares; 2024Q4: 2,332 shares; 2025Q1: 17,860 shares; 2025Q2: 18,557 shares; 2025Q3: 24,902 shares; 2025Q4: 25,949 shares 25,949 $8.49M 0.56% +1,047 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: 55,902 shares; 2024Q4: 58,117 shares; 2025Q1: 63,232 shares; 2025Q2: 61,259 shares; 2025Q3: 68,876 shares; 2025Q4: 68,872 shares 68,872 $8.49M 0.56% -4 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: 38,524 shares; 2024Q4: 62,353 shares; 2025Q1: 62,256 shares; 2025Q2: 66,576 shares; 2025Q3: 69,653 shares; 2025Q4: 73,120 shares 73,120 $8.43M 0.56% +3,467 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: 17,105 shares; 2024Q4: 55,343 shares; 2025Q1: 29,259 shares; 2025Q2: 31,773 shares; 2025Q3: 33,241 shares; 2025Q4: 27,034 shares 27,034 $8.22M 0.54% -6,207 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: 97,566 shares; 2024Q4: 99,975 shares; 2025Q1: 101,002 shares; 2025Q2: 106,853 shares; 2025Q3: 109,709 shares; 2025Q4: 115,588 shares 115,588 $8.08M 0.53% +5,879 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: 47,458 shares; 2024Q4: 20,636 shares; 2025Q1: 20,348 shares; 2025Q2: 22,258 shares; 2025Q3: 21,981 shares; 2025Q4: 34,077 shares 34,077 $7.79M 0.51% +12,096 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: 36,406 shares; 2024Q4: 35,068 shares; 2025Q1: 36,870 shares; 2025Q2: 39,057 shares; 2025Q3: 40,581 shares; 2025Q4: 44,156 shares 44,156 $7.75M 0.51% +3,575 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,734 shares; 2024Q4: 18,084 shares; 2025Q1: 12,109 shares; 2025Q2: 10,006 shares; 2025Q3: 9,760 shares; 2025Q4: 200,497 shares 200,497 $7.7M 0.51% +190,737 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: 1,562 shares; 2024Q4: 15,416 shares; 2025Q1: 15,220 shares; 2025Q2: 16,052 shares; 2025Q3: 47,080 shares; 2025Q4: 66,390 shares 66,390 $7.45M 0.49% +19,310 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: 33,705 shares; 2024Q4: 34,506 shares; 2025Q1: 33,756 shares; 2025Q2: 37,196 shares; 2025Q3: 49,751 shares; 2025Q4: 50,852 shares 50,852 $7.29M 0.48% +1,101 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,324 shares; 2024Q4: 45,932 shares; 2025Q1: 93,130 shares; 2025Q2: 97,507 shares; 2025Q3: 121,885 shares; 2025Q4: 115,484 shares 115,484 $7.28M 0.48% -6,401 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: 165,030 shares; 2024Q4: 164,010 shares; 2025Q1: 160,704 shares; 2025Q2: 152,986 shares; 2025Q3: 140,558 shares; 2025Q4: 143,833 shares 143,833 $7.23M 0.48% +3,275 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: 40,017 shares; 2024Q4: 24,694 shares; 2025Q1: 27,760 shares; 2025Q2: 27,259 shares; 2025Q3: 31,346 shares; 2025Q4: 34,027 shares 34,027 $7.22M 0.48% +2,681 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: 7,763 shares; 2024Q4: 17,177 shares; 2025Q1: 11,614 shares; 2025Q2: 7,953 shares; 2025Q3: 14,906 shares; 2025Q4: 26,660 shares 26,660 $7.15M 0.47% +11,754 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 615 shares; 2025Q1: 685 shares; 2025Q2: 707 shares; 2025Q3: 756 shares; 2025Q4: 46,294 shares 46,294 $7.09M 0.47% +45,538 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: 22,710 shares; 2024Q4: 19,165 shares; 2025Q1: 17,610 shares; 2025Q2: 18,745 shares; 2025Q3: 19,096 shares; 2025Q4: 20,148 shares 20,148 $7.07M 0.47% +1,052 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: 4,454 shares; 2024Q4: 4,169 shares; 2025Q1: 8,106 shares; 2025Q2: 8,659 shares; 2025Q3: 8,825 shares; 2025Q4: 8,301 shares 8,301 $6.81M 0.45% -524 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: 1,256 shares; 2024Q4: 4,005 shares; 2025Q1: 5,529 shares; 2025Q2: 4,487 shares; 2025Q3: 4,581 shares; 2025Q4: 6,326 shares 6,326 $6.8M 0.45% +1,745 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,431 shares; 2024Q4: 31,576 shares; 2025Q1: 31,671 shares; 2025Q2: 31,936 shares; 2025Q3: 31,990 shares; 2025Q4: 34,166 shares 34,166 $6.74M 0.44% +2,176 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,072 shares; 2024Q4: 32,771 shares; 2025Q1: 23,110 shares; 2025Q2: 26,111 shares; 2025Q3: 26,430 shares; 2025Q4: 26,044 shares 26,044 $6.69M 0.44% -386 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,136 shares; 2024Q4: 72,601 shares; 2025Q1: 82,044 shares; 2025Q2: 89,247 shares; 2025Q3: 93,006 shares; 2025Q4: 97,638 shares 97,638 $6.57M 0.43% +4,632 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: 10,581 shares; 2024Q4: 10,749 shares; 2025Q1: 10,432 shares; 2025Q2: 13,614 shares; 2025Q3: 14,575 shares; 2025Q4: 12,890 shares 12,890 $6.48M 0.43% -1,685 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: 33,580 shares; 2024Q4: 31,603 shares; 2025Q1: 37,085 shares; 2025Q2: 41,926 shares; 2025Q3: 60,852 shares; 2025Q4: 63,447 shares 63,447 $6.29M 0.41% +2,595 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,934 shares; 2024Q4: 39,681 shares; 2025Q1: 43,037 shares; 2025Q2: 45,880 shares; 2025Q3: 47,844 shares; 2025Q4: 49,757 shares 49,757 $6.12M 0.4% +1,913 Timeline IVOO 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: 172,497 shares; 2024Q4: 156,273 shares; 2025Q1: 78,450 shares; 2025Q2: 61,679 shares; 2025Q3: 56,232 shares; 2025Q4: 54,672 shares 54,672 $6.11M 0.4% -1,560 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,368 shares; 2024Q4: 15,413 shares; 2025Q1: 14,775 shares; 2025Q2: 15,615 shares; 2025Q3: 16,029 shares; 2025Q4: 17,926 shares 17,926 $6.03M 0.4% +1,897 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: 24,508 shares; 2024Q4: 28,104 shares; 2025Q1: 26,868 shares; 2025Q2: 27,314 shares; 2025Q3: 28,155 shares; 2025Q4: 27,315 shares 27,315 $5.93M 0.39% -840 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 385,613 shares 385,613 $5.78M 0.38% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,067 shares; 2024Q4: 8,164 shares; 2025Q1: 17,626 shares; 2025Q2: 17,753 shares; 2025Q3: 17,734 shares; 2025Q4: 17,509 shares 17,509 $5.67M 0.37% -225 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,205 shares; 2025Q1: 3,928 shares; 2025Q2: 63,726 shares; 2025Q3: 65,287 shares; 2025Q4: 61,373 shares 61,373 $5.6M 0.37% -3,914 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: 55,538 shares; 2024Q4: 55,547 shares; 2025Q1: 55,547 shares; 2025Q2: 56,482 shares; 2025Q3: 54,341 shares; 2025Q4: 65,345 shares 65,345 $5.53M 0.36% +11,004 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,049 shares; 2024Q4: 35,082 shares; 2025Q1: 37,096 shares; 2025Q2: 38,615 shares; 2025Q3: 38,684 shares; 2025Q4: 37,104 shares 37,104 $5.52M 0.36% -1,580 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: 28,049 shares; 2024Q4: 32,343 shares; 2025Q1: 31,422 shares; 2025Q2: 32,937 shares; 2025Q3: 27,408 shares; 2025Q4: 27,921 shares 27,921 $5.44M 0.36% +513 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: 14,419 shares; 2024Q4: 10,470 shares; 2025Q1: 10,072 shares; 2025Q2: 7,495 shares; 2025Q3: 7,756 shares; 2025Q4: 9,027 shares 9,027 $5.15M 0.34% +1,271 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: 15,830 shares; 2024Q4: 10,027 shares; 2025Q1: 37,376 shares; 2025Q2: 10,146 shares; 2025Q3: 47,011 shares; 2025Q4: 46,746 shares 46,746 $4.92M 0.32% -265 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,859 shares; 2024Q4: 58,017 shares; 2025Q1: 57,496 shares; 2025Q2: 61,732 shares; 2025Q3: 64,356 shares; 2025Q4: 67,600 shares 67,600 $4.9M 0.32% +3,244 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,685 shares; 2024Q4: 117,383 shares; 2025Q1: 111,905 shares; 2025Q2: 112,067 shares; 2025Q3: 112,211 shares; 2025Q4: 107,585 shares 107,585 $4.74M 0.31% -4,626 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,905 shares; 2024Q4: 14,041 shares; 2025Q1: 10,507 shares; 2025Q2: 11,081 shares; 2025Q3: 11,444 shares; 2025Q4: 13,928 shares 13,928 $4.67M 0.31% +2,484 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,931 shares; 2024Q4: 23,210 shares; 2025Q1: 22,409 shares; 2025Q2: 23,181 shares; 2025Q3: 23,819 shares; 2025Q4: 25,079 shares 25,079 $4.64M 0.31% +1,260 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: 53,345 shares; 2025Q1: 20,287 shares; 2025Q2: 40,428 shares; 2025Q3: 39,728 shares; 2025Q4: 35,349 shares 35,349 $4.63M 0.31% -4,379 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,625 shares; 2025Q1: 2,501 shares; 2025Q2: 4,199 shares; 2025Q3: 4,186 shares; 2025Q4: 4,300 shares 4,300 $4.6M 0.3% +114 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: 149,369 shares; 2024Q4: 135,077 shares; 2025Q1: 127,658 shares; 2025Q2: 133,731 shares; 2025Q3: 110,954 shares; 2025Q4: 52,069 shares 52,069 $4.56M 0.3% -58,885 Timeline FCTR 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: 187,301 shares; 2024Q4: 185,975 shares; 2025Q1: 153,287 shares; 2025Q2: 147,325 shares; 2025Q3: 131,385 shares; 2025Q4: 125,822 shares 125,822 $4.49M 0.3% -5,563 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: 4,262 shares; 2024Q4: not reported; 2025Q1: 4,079 shares; 2025Q2: 4,372 shares; 2025Q3: 59,776 shares; 2025Q4: 77,928 shares 77,928 $4.46M 0.29% +18,152 Timeline ALTL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,842 shares; 2024Q4: 129,017 shares; 2025Q1: 122,271 shares; 2025Q2: 120,986 shares; 2025Q3: 107,925 shares; 2025Q4: 102,012 shares 102,012 $4.38M 0.29% -5,913 Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 21,297 shares; 2025Q2: 28,918 shares; 2025Q3: 40,217 shares; 2025Q4: 30,191 shares 30,191 $4.29M 0.28% -10,026 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: 4,992 shares; 2024Q4: 5,348 shares; 2025Q1: 5,349 shares; 2025Q2: 5,375 shares; 2025Q3: 3,512 shares; 2025Q4: 5,626 shares 5,626 $4.24M 0.28% +2,114 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,870 shares; 2024Q4: 27,200 shares; 2025Q1: 50,421 shares; 2025Q2: 53,930 shares; 2025Q3: 69,173 shares; 2025Q4: 89,003 shares 89,003 $4.23M 0.28% +19,830 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: 37,383 shares; 2024Q4: 33,041 shares; 2025Q1: 36,419 shares; 2025Q2: 39,285 shares; 2025Q3: 41,493 shares; 2025Q4: 43,287 shares 43,287 $4.19M 0.28% +1,794 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,879 shares; 2024Q4: 24,738 shares; 2025Q1: 55,106 shares; 2025Q2: 17,017 shares; 2025Q3: 15,296 shares; 2025Q4: 29,123 shares 29,123 $4.19M 0.28% +13,827 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: 9,660 shares; 2024Q4: 9,685 shares; 2025Q1: 10,152 shares; 2025Q2: 10,893 shares; 2025Q3: 12,957 shares; 2025Q4: 14,389 shares 14,389 $4.18M 0.28% +1,432 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: 10,334 shares; 2024Q4: 10,470 shares; 2025Q1: 15,738 shares; 2025Q2: 18,371 shares; 2025Q3: 17,691 shares; 2025Q4: 43,269 shares 43,269 $4.06M 0.27% +25,578 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 560 shares; 2025Q1: 460 shares; 2025Q2: 6,036 shares; 2025Q3: 11,211 shares; 2025Q4: 9,667 shares 9,667 $4.03M 0.27% -1,544 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: 9,325 shares; 2024Q4: 11,335 shares; 2025Q1: 61,695 shares; 2025Q2: 132,444 shares; 2025Q3: 136,054 shares; 2025Q4: 131,393 shares 131,393 $3.93M 0.26% -4,661 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: 41,826 shares; 2024Q4: 123,543 shares; 2025Q1: 130,351 shares; 2025Q2: 128,725 shares; 2025Q3: 129,472 shares; 2025Q4: 143,131 shares 143,131 $3.93M 0.26% +13,659 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: 69,525 shares; 2024Q4: 69,890 shares; 2025Q1: 66,915 shares; 2025Q2: 31,615 shares; 2025Q3: 29,289 shares; 2025Q4: 31,520 shares 31,520 $3.79M 0.25% +2,231 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: 31,078 shares; 2024Q4: 21,185 shares; 2025Q1: 21,946 shares; 2025Q2: 23,745 shares; 2025Q3: 25,265 shares; 2025Q4: 28,769 shares 28,769 $3.79M 0.25% +3,504 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: 2,748 shares; 2024Q4: 3,158 shares; 2025Q1: 3,332 shares; 2025Q2: 7,295 shares; 2025Q3: 4,393 shares; 2025Q4: 4,258 shares 4,258 $3.67M 0.24% -135 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: 416 shares; 2024Q4: 541 shares; 2025Q1: 555 shares; 2025Q2: 6,242 shares; 2025Q3: 6,485 shares; 2025Q4: 7,017 shares 7,017 $3.67M 0.24% +532 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: 54,414 shares; 2024Q4: 51,951 shares; 2025Q1: 40,004 shares; 2025Q2: 39,933 shares; 2025Q3: 40,031 shares; 2025Q4: 40,707 shares 40,707 $3.64M 0.24% +676 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: 7,649 shares; 2024Q4: 7,559 shares; 2025Q1: 7,746 shares; 2025Q2: 7,033 shares; 2025Q3: 7,289 shares; 2025Q4: 7,636 shares 7,636 $3.61M 0.24% +347 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,201 shares; 2025Q1: 20,648 shares; 2025Q2: 1,456 shares; 2025Q3: 13,360 shares; 2025Q4: 17,440 shares 17,440 $3.58M 0.24% +4,080 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: 28,201 shares; 2024Q4: 10,166 shares; 2025Q1: 9,945 shares; 2025Q2: 10,683 shares; 2025Q3: 11,323 shares; 2025Q4: 11,583 shares 11,583 $3.57M 0.24% +260 Timeline PULS PGIM ETF TR More: the full row for PGIM 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: 67,744 shares; 2025Q4: 69,736 shares 69,736 $3.46M 0.23% +1,992 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 96,553 shares; 2025Q4: 154,563 shares 154,563 $3.44M 0.23% +58,010 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,015 shares; 2025Q2: 5,650 shares; 2025Q3: 5,767 shares; 2025Q4: 6,002 shares 6,002 $3.42M 0.23% +235 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 923 shares; 2025Q1: 927 shares; 2025Q2: 1,088 shares; 2025Q3: 1,092 shares; 2025Q4: 11,791 shares 11,791 $3.41M 0.22% +10,699 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,302 shares; 2024Q4: 15,879 shares; 2025Q1: 15,653 shares; 2025Q2: 24,245 shares; 2025Q3: 17,885 shares; 2025Q4: 19,011 shares 19,011 $3.4M 0.22% +1,126 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,551 shares; 2024Q4: 20,046 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,893 shares 43,893 $3.37M 0.22% new 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: 3,100 shares; 2024Q4: 16,684 shares; 2025Q1: 6,160 shares; 2025Q2: 10,301 shares; 2025Q3: 10,507 shares; 2025Q4: 11,264 shares 11,264 $3.33M 0.22% +757 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: not reported; 2024Q4: 5,745 shares; 2025Q1: 9,512 shares; 2025Q2: 13,014 shares; 2025Q3: 13,049 shares; 2025Q4: 14,572 shares 14,572 $3.3M 0.22% +1,523 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,033 shares; 2025Q2: 38,692 shares; 2025Q3: 39,967 shares; 2025Q4: 33,408 shares 33,408 $3.27M 0.22% -6,559 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: 22,984 shares; 2024Q4: 23,859 shares; 2025Q1: 24,140 shares; 2025Q2: 24,599 shares; 2025Q3: 29,663 shares; 2025Q4: 34,593 shares 34,593 $3.22M 0.21% +4,930 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: 15,170 shares; 2024Q4: 15,993 shares; 2025Q1: 16,397 shares; 2025Q2: 16,679 shares; 2025Q3: 16,888 shares; 2025Q4: 17,296 shares 17,296 $3.17M 0.21% +408 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: not reported; 2024Q4: 56 shares; 2025Q1: 67 shares; 2025Q2: 483 shares; 2025Q3: 482 shares; 2025Q4: 585 shares 585 $3.13M 0.21% +103 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: 26,465 shares; 2024Q4: 24,336 shares; 2025Q1: 25,618 shares; 2025Q2: 24,907 shares; 2025Q3: 27,843 shares; 2025Q4: 30,931 shares 30,931 $3.09M 0.2% +3,088 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY 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: 5,066 shares 5,066 $3.06M 0.2% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,655 shares; 2024Q4: 60,994 shares; 2025Q1: 78,767 shares; 2025Q2: 80,282 shares; 2025Q3: 75,187 shares; 2025Q4: 54,091 shares 54,091 $3.01M 0.2% -21,096 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,613 shares; 2024Q4: 48,039 shares; 2025Q1: 46,309 shares; 2025Q2: 49,335 shares; 2025Q3: 49,320 shares; 2025Q4: 47,609 shares 47,609 $2.97M 0.2% -1,711 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: 2,093 shares; 2024Q4: 2,322 shares; 2025Q1: 9,469 shares; 2025Q2: 9,623 shares; 2025Q3: 9,218 shares; 2025Q4: 9,256 shares 9,256 $2.95M 0.19% +38 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: 11,716 shares; 2024Q4: 13,782 shares; 2025Q1: 12,528 shares; 2025Q2: 19,802 shares; 2025Q3: 18,022 shares; 2025Q4: 25,949 shares 25,949 $2.89M 0.19% +7,927 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: 7,933 shares; 2024Q4: 9,756 shares; 2025Q1: 7,952 shares; 2025Q2: 13,320 shares; 2025Q3: 13,579 shares; 2025Q4: 16,249 shares 16,249 $2.89M 0.19% +2,670 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,963 shares; 2024Q4: 35,482 shares; 2025Q1: 32,920 shares; 2025Q2: 33,848 shares; 2025Q3: 37,238 shares; 2025Q4: 32,155 shares 32,155 $2.85M 0.19% -5,083 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,916 shares; 2024Q4: 34,247 shares; 2025Q1: 33,837 shares; 2025Q2: 32,097 shares; 2025Q3: 31,243 shares; 2025Q4: 27,522 shares 27,522 $2.82M 0.19% -3,721 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,419 shares; 2024Q4: 17,635 shares; 2025Q1: 5,073 shares; 2025Q2: 4,488 shares; 2025Q3: 4,133 shares; 2025Q4: 60,172 shares 60,172 $2.57M 0.17% +56,039 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,693 shares; 2024Q4: 179,545 shares; 2025Q1: 489,812 shares; 2025Q2: 213,481 shares; 2025Q3: 212,248 shares; 2025Q4: 221,978 shares 221,978 $2.55M 0.17% +9,730 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 563 shares; 2025Q1: not reported; 2025Q2: 624 shares; 2025Q3: 6,474 shares; 2025Q4: 6,471 shares 6,471 $2.52M 0.17% -3 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: 7,803 shares; 2024Q4: 7,818 shares; 2025Q1: 8,605 shares; 2025Q2: 9,286 shares; 2025Q3: 9,617 shares; 2025Q4: 9,762 shares 9,762 $2.52M 0.17% +145 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,965 shares; 2025Q4: 58,925 shares 58,925 $2.43M 0.16% -17,040 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: 24,901 shares; 2024Q4: 26,174 shares; 2025Q1: 15,539 shares; 2025Q2: 16,457 shares; 2025Q3: 16,323 shares; 2025Q4: 17,093 shares 17,093 $2.41M 0.16% +770 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,230 shares; 2025Q1: 1,067 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,407 shares 1,407 $2.38M 0.16% new 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: 2,620 shares; 2024Q4: 2,621 shares; 2025Q1: 2,401 shares; 2025Q2: 2,402 shares; 2025Q3: 2,516 shares; 2025Q4: 16,721 shares 16,721 $2.36M 0.16% +14,205 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,479 shares; 2024Q4: 25,482 shares; 2025Q1: 26,173 shares; 2025Q2: 27,613 shares; 2025Q3: 29,255 shares; 2025Q4: 29,495 shares 29,495 $2.32M 0.15% +240 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: 3,314 shares; 2024Q4: 4,972 shares; 2025Q1: 3,765 shares; 2025Q2: 5,403 shares; 2025Q3: 5,269 shares; 2025Q4: 5,820 shares 5,820 $2.31M 0.15% +551 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: 7,124 shares; 2024Q4: 7,224 shares; 2025Q1: 7,323 shares; 2025Q2: 7,396 shares; 2025Q3: 7,410 shares; 2025Q4: 7,369 shares 7,369 $2.29M 0.15% -41 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,769 shares; 2024Q4: 6,769 shares; 2025Q1: 7,129 shares; 2025Q2: 6,829 shares; 2025Q3: 6,829 shares; 2025Q4: 6,829 shares 6,829 $2.21M 0.15% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 2,449 shares; 2025Q1: 2,349 shares; 2025Q2: 2,941 shares; 2025Q3: 3,114 shares; 2025Q4: 3,341 shares 3,341 $2.18M 0.14% +227 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,049 shares; 2024Q4: 22,950 shares; 2025Q1: 21,825 shares; 2025Q2: 21,920 shares; 2025Q3: 21,690 shares; 2025Q4: 21,626 shares 21,626 $2.17M 0.14% -64 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,923 shares; 2025Q1: 21,021 shares; 2025Q2: 21,060 shares; 2025Q3: 20,713 shares; 2025Q4: 15,000 shares 15,000 $2.12M 0.14% -5,713 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: 1,260 shares; 2024Q4: 7,626 shares; 2025Q1: 8,532 shares; 2025Q2: 1,419 shares; 2025Q3: 1,597 shares; 2025Q4: 3,628 shares 3,628 $2.1M 0.14% +2,031 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: 25,058 shares; 2024Q4: 28,937 shares; 2025Q1: 19,826 shares; 2025Q2: 20,266 shares; 2025Q3: 20,026 shares; 2025Q4: 18,336 shares 18,336 $2.09M 0.14% -1,690 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: 2,270 shares; 2024Q4: 2,492 shares; 2025Q1: 2,652 shares; 2025Q2: 12,476 shares; 2025Q3: 12,256 shares; 2025Q4: 12,526 shares 12,526 $2.01M 0.13% +270 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: 10,253 shares; 2024Q4: 8,376 shares; 2025Q1: 5,257 shares; 2025Q2: 9,138 shares; 2025Q3: 9,265 shares; 2025Q4: 5,738 shares 5,738 $2.01M 0.13% -3,527 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: 3,911 shares; 2024Q4: 4,346 shares; 2025Q1: 4,332 shares; 2025Q2: 5,215 shares; 2025Q3: 6,111 shares; 2025Q4: 5,752 shares 5,752 $1.98M 0.13% -359 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,134,864 shares; 2024Q4: 1,078,674 shares; 2025Q1: 1,050,202 shares; 2025Q2: 987,869 shares; 2025Q3: 931,184 shares; 2025Q4: 897,715 shares 897,715 $1.96M 0.13% -33,469 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,076 shares; 2024Q4: 41,046 shares; 2025Q1: 56,336 shares; 2025Q2: 20,214 shares; 2025Q3: 20,817 shares; 2025Q4: 20,822 shares 20,822 $1.95M 0.13% +5 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: 50,629 shares; 2024Q4: 47,819 shares; 2025Q1: 46,707 shares; 2025Q2: 43,596 shares; 2025Q3: 43,529 shares; 2025Q4: 24,387 shares 24,387 $1.94M 0.13% -19,142 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: 33,410 shares; 2024Q4: 8,816 shares; 2025Q1: 12,296 shares; 2025Q2: 12,531 shares; 2025Q3: 12,128 shares; 2025Q4: 10,908 shares 10,908 $1.87M 0.12% -1,220 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,261 shares; 2024Q4: 7,568 shares; 2025Q1: 7,479 shares; 2025Q2: 7,582 shares; 2025Q3: 9,321 shares; 2025Q4: 9,222 shares 9,222 $1.83M 0.12% -99 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: 6,476 shares; 2024Q4: 6,830 shares; 2025Q1: 6,739 shares; 2025Q2: 6,682 shares; 2025Q3: 6,699 shares; 2025Q4: 8,145 shares 8,145 $1.83M 0.12% +1,446 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,459 shares; 2024Q4: 29,093 shares; 2025Q1: 29,752 shares; 2025Q2: 29,819 shares; 2025Q3: 36,796 shares; 2025Q4: 36,480 shares 36,480 $1.82M 0.12% -316 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: 2,927 shares; 2024Q4: 2,493 shares; 2025Q1: 2,796 shares; 2025Q2: 3,528 shares; 2025Q3: 4,924 shares; 2025Q4: 6,812 shares 6,812 $1.8M 0.12% +1,888 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,538 shares; 2024Q4: 5,753 shares; 2025Q1: 5,672 shares; 2025Q2: 6,401 shares; 2025Q3: 6,469 shares; 2025Q4: 6,630 shares 6,630 $1.8M 0.12% +161 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,426 shares; 2024Q4: 73,058 shares; 2025Q1: 61,463 shares; 2025Q2: 58,838 shares; 2025Q3: 59,099 shares; 2025Q4: 67,562 shares 67,562 $1.79M 0.12% +8,463 Timeline GAP GAP INC More: the full row for GAP 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: 69,217 shares 69,217 $1.77M 0.12% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,791 shares; 2024Q4: 50,309 shares; 2025Q1: 49,767 shares; 2025Q2: 43,048 shares; 2025Q3: 49,030 shares; 2025Q4: 47,192 shares 47,192 $1.74M 0.11% -1,838 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: 4,324 shares; 2024Q4: 4,462 shares; 2025Q1: 4,606 shares; 2025Q2: 5,708 shares; 2025Q3: 5,674 shares; 2025Q4: 7,110 shares 7,110 $1.72M 0.11% +1,436 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: 1,536 shares; 2024Q4: 1,689 shares; 2025Q1: 1,711 shares; 2025Q2: 1,705 shares; 2025Q3: 1,744 shares; 2025Q4: 1,933 shares 1,933 $1.7M 0.11% +189 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: 3,090 shares; 2024Q4: 3,704 shares; 2025Q1: 3,621 shares; 2025Q2: 5,165 shares; 2025Q3: 6,954 shares; 2025Q4: 5,717 shares 5,717 $1.69M 0.11% -1,237 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: 116,252 shares; 2024Q4: 43,880 shares; 2025Q1: 27,935 shares; 2025Q2: 28,436 shares; 2025Q3: 64,425 shares; 2025Q4: 64,283 shares 64,283 $1.68M 0.11% -142 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: 18,082 shares; 2024Q4: 19,117 shares; 2025Q1: 20,106 shares; 2025Q2: 22,940 shares; 2025Q3: 25,163 shares; 2025Q4: 30,316 shares 30,316 $1.67M 0.11% +5,153 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,049 shares; 2024Q4: 58,838 shares; 2025Q1: 44,413 shares; 2025Q2: 41,232 shares; 2025Q3: 47,877 shares; 2025Q4: 50,587 shares 50,587 $1.66M 0.11% +2,710 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,284 shares; 2024Q4: 19,576 shares; 2025Q1: 39,849 shares; 2025Q2: 47,283 shares; 2025Q3: 60,440 shares; 2025Q4: 77,236 shares 77,236 $1.64M 0.11% +16,796 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,994 shares; 2024Q4: 24,177 shares; 2025Q1: 18,388 shares; 2025Q2: 17,608 shares; 2025Q3: 16,381 shares; 2025Q4: 16,368 shares 16,368 $1.64M 0.11% -13 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: 9,343 shares; 2024Q4: 10,077 shares; 2025Q1: 8,525 shares; 2025Q2: 9,200 shares; 2025Q3: 8,884 shares; 2025Q4: 8,516 shares 8,516 $1.63M 0.11% -368 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: 3,501 shares; 2024Q4: 4,352 shares; 2025Q1: 4,388 shares; 2025Q2: 4,613 shares; 2025Q3: 4,773 shares; 2025Q4: 7,368 shares 7,368 $1.56M 0.1% +2,595 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: 8,047 shares; 2024Q4: 13,064 shares; 2025Q1: 16,164 shares; 2025Q2: 9,602 shares; 2025Q3: 19,573 shares; 2025Q4: 18,269 shares 18,269 $1.54M 0.1% -1,304 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,627 shares; 2024Q4: 19,888 shares; 2025Q1: 32,440 shares; 2025Q2: 13,944 shares; 2025Q3: 14,541 shares; 2025Q4: 13,067 shares 13,067 $1.54M 0.1% -1,474 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: 42,277 shares; 2024Q4: 39,999 shares; 2025Q1: 35,215 shares; 2025Q2: 32,207 shares; 2025Q3: 30,976 shares; 2025Q4: 29,771 shares 29,771 $1.54M 0.1% -1,205 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,848 shares 14,848 $1.52M 0.1% new 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: 4,950 shares; 2024Q4: 7,030 shares; 2025Q1: 5,902 shares; 2025Q2: 5,218 shares; 2025Q3: 5,705 shares; 2025Q4: 6,176 shares 6,176 $1.52M 0.1% +471 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: 14,558 shares; 2024Q4: 18,591 shares; 2025Q1: 12,214 shares; 2025Q2: 20,702 shares; 2025Q3: 20,262 shares; 2025Q4: 9,810 shares 9,810 $1.52M 0.1% -10,452 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: 3,243 shares; 2024Q4: 3,254 shares; 2025Q1: 4,132 shares; 2025Q2: 6,142 shares; 2025Q3: 7,288 shares; 2025Q4: 6,998 shares 6,998 $1.5M 0.1% -290 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,588 shares; 2024Q4: 15,548 shares; 2025Q1: 17,371 shares; 2025Q2: 30,775 shares; 2025Q3: 36,526 shares; 2025Q4: 25,370 shares 25,370 $1.49M 0.1% -11,156 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,061 shares; 2024Q4: 17,533 shares; 2025Q1: 16,665 shares; 2025Q2: 15,878 shares; 2025Q3: 15,057 shares; 2025Q4: 13,710 shares 13,710 $1.46M 0.1% -1,347 Timeline FREL 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: 78,844 shares; 2024Q4: 78,871 shares; 2025Q1: 57,598 shares; 2025Q2: 57,609 shares; 2025Q3: 54,089 shares; 2025Q4: 54,263 shares 54,263 $1.46M 0.1% +174 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,326 shares; 2024Q4: 2,178 shares; 2025Q1: 2,203 shares; 2025Q2: 3,661 shares; 2025Q3: 3,706 shares; 2025Q4: 3,940 shares 3,940 $1.46M 0.1% +234 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,511 shares; 2024Q4: 24,247 shares; 2025Q1: 24,527 shares; 2025Q2: 24,614 shares; 2025Q3: 22,314 shares; 2025Q4: 22,469 shares 22,469 $1.43M 0.09% +155 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: 12,041 shares; 2024Q4: 11,359 shares; 2025Q1: 8,953 shares; 2025Q2: 8,459 shares; 2025Q3: 7,693 shares; 2025Q4: 12,757 shares 12,757 $1.4M 0.09% +5,064 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,899 shares; 2024Q4: 6,570 shares; 2025Q1: 5,959 shares; 2025Q2: 5,709 shares; 2025Q3: 5,656 shares; 2025Q4: 5,398 shares 5,398 $1.36M 0.09% -258 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS 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: 3,709 shares; 2025Q4: 4,005 shares 4,005 $1.36M 0.09% +296 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,814 shares; 2025Q4: 16,795 shares 16,795 $1.35M 0.09% -4,019 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: 18,364 shares; 2024Q4: 29,099 shares; 2025Q1: 19,519 shares; 2025Q2: 18,894 shares; 2025Q3: 18,615 shares; 2025Q4: 20,768 shares 20,768 $1.34M 0.09% +2,153 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,052 shares; 2024Q4: 21,103 shares; 2025Q1: 21,148 shares; 2025Q2: 21,507 shares; 2025Q3: 21,504 shares; 2025Q4: 23,561 shares 23,561 $1.34M 0.09% +2,057 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: 19,820 shares; 2024Q4: 20,431 shares; 2025Q1: 19,975 shares; 2025Q2: 20,088 shares; 2025Q3: 20,427 shares; 2025Q4: 19,519 shares 19,519 $1.33M 0.09% -908 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,947 shares; 2024Q4: 33,928 shares; 2025Q1: 22,920 shares; 2025Q2: 21,946 shares; 2025Q3: 21,937 shares; 2025Q4: 21,821 shares 21,821 $1.32M 0.09% -116 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,963 shares; 2024Q4: 13,573 shares; 2025Q1: 14,595 shares; 2025Q2: 16,749 shares; 2025Q3: 17,193 shares; 2025Q4: 17,155 shares 17,155 $1.31M 0.09% -38 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: 30,410 shares; 2024Q4: 31,741 shares; 2025Q1: 27,858 shares; 2025Q2: 26,213 shares; 2025Q3: 26,027 shares; 2025Q4: 23,844 shares 23,844 $1.31M 0.09% -2,183 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,156 shares 22,156 $1.3M 0.09% new 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: 2,808 shares; 2024Q4: 2,950 shares; 2025Q1: 5,175 shares; 2025Q2: 4,975 shares; 2025Q3: 5,153 shares; 2025Q4: 4,555 shares 4,555 $1.3M 0.09% -598 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160,342 shares; 2025Q4: 122,677 shares 122,677 $1.29M 0.08% -37,665 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,715 shares; 2024Q4: 7,677 shares; 2025Q1: 25,606 shares; 2025Q2: 6,303 shares; 2025Q3: 5,817 shares; 2025Q4: 10,685 shares 10,685 $1.28M 0.08% +4,868 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: 3,912 shares; 2024Q4: 4,254 shares; 2025Q1: 6,230 shares; 2025Q2: 9,197 shares; 2025Q3: 9,325 shares; 2025Q4: 15,610 shares 15,610 $1.28M 0.08% +6,285 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88,994 shares; 2025Q4: 57,407 shares 57,407 $1.27M 0.08% -31,587 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: 1,477 shares; 2024Q4: 1,474 shares; 2025Q1: 1,593 shares; 2025Q2: 2,229 shares; 2025Q3: 2,337 shares; 2025Q4: 2,705 shares 2,705 $1.27M 0.08% +368 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,393 shares; 2024Q4: 4,554 shares; 2025Q1: 4,554 shares; 2025Q2: 5,053 shares; 2025Q3: 4,856 shares; 2025Q4: 2,577 shares 2,577 $1.26M 0.08% -2,279 Timeline AXIL AXIL BRANDS INC More: the full row for AXIL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,001 shares; 2024Q4: 155,002 shares; 2025Q1: 155,002 shares; 2025Q2: 155,002 shares; 2025Q3: 155,002 shares; 2025Q4: 180,002 shares 180,002 $1.25M 0.08% +25,000 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: 1,401 shares; 2024Q4: 1,629 shares; 2025Q1: 1,578 shares; 2025Q2: 2,043 shares; 2025Q3: 2,170 shares; 2025Q4: 2,173 shares 2,173 $1.25M 0.08% +3 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 7,121 shares; 2025Q1: 6,245 shares; 2025Q2: 5,588 shares; 2025Q3: 9,130 shares; 2025Q4: 11,379 shares 11,379 $1.22M 0.08% +2,249 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: 2,318 shares; 2024Q4: 3,236 shares; 2025Q1: 3,254 shares; 2025Q2: 5,348 shares; 2025Q3: 5,428 shares; 2025Q4: 6,751 shares 6,751 $1.2M 0.08% +1,323 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,452 shares; 2024Q4: 9,235 shares; 2025Q1: 9,187 shares; 2025Q2: 10,092 shares; 2025Q3: 10,059 shares; 2025Q4: 12,582 shares 12,582 $1.18M 0.08% +2,523 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,182 shares; 2024Q4: 14,700 shares; 2025Q1: 15,142 shares; 2025Q2: 15,464 shares; 2025Q3: 15,696 shares; 2025Q4: 14,868 shares 14,868 $1.17M 0.08% -828 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: 12,930 shares; 2024Q4: 10,846 shares; 2025Q1: 11,317 shares; 2025Q2: 13,523 shares; 2025Q3: 14,774 shares; 2025Q4: 15,124 shares 15,124 $1.16M 0.08% +350 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,642 shares; 2024Q4: 5,642 shares; 2025Q1: 5,642 shares; 2025Q2: 5,642 shares; 2025Q3: 28,188 shares; 2025Q4: 26,235 shares 26,235 $1.15M 0.08% -1,953 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,727 shares; 2025Q4: 34,092 shares 34,092 $1.14M 0.08% +6,365 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 721 shares; 2025Q4: 2,363 shares 2,363 $1.14M 0.07% +1,642 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,967 shares 56,967 $1.14M 0.07% new Timeline LOVE LOVESAC CO More: the full row for LOVESAC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,170 shares; 2024Q4: 86,082 shares; 2025Q1: 82,332 shares; 2025Q2: 82,332 shares; 2025Q3: 82,332 shares; 2025Q4: 76,282 shares 76,282 $1.13M 0.07% -6,050 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: 20,818 shares; 2024Q4: 20,128 shares; 2025Q1: 18,959 shares; 2025Q2: 17,436 shares; 2025Q3: 16,935 shares; 2025Q4: 16,727 shares 16,727 $1.12M 0.07% -208 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 900 shares; 2025Q3: 921 shares; 2025Q4: 1,180 shares 1,180 $1.1M 0.07% +259 Timeline TRAVELERS COMPANIES INC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,759 shares 3,759 $1.09M 0.07% new ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 2,983 shares; 2025Q1: 2,958 shares; 2025Q2: 3,428 shares; 2025Q3: 4,495 shares; 2025Q4: 4,100 shares 4,100 $1.05M 0.07% -395 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: 9,155 shares; 2024Q4: 8,692 shares; 2025Q1: 7,832 shares; 2025Q2: 8,620 shares; 2025Q3: 8,644 shares; 2025Q4: 8,287 shares 8,287 $1.04M 0.07% -357 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,643 shares; 2025Q1: 2,643 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares; 2025Q4: 2,643 shares 2,643 $1.02M 0.07% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 6,062 shares; 2025Q1: 5,920 shares; 2025Q2: 6,908 shares; 2025Q3: 6,881 shares; 2025Q4: 6,315 shares 6,315 $1.02M 0.07% -566 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,266 shares; 2025Q2: 41,727 shares; 2025Q3: 41,817 shares; 2025Q4: 38,462 shares 38,462 $1.01M 0.07% -3,355 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 455 shares; 2025Q1: 559 shares; 2025Q2: 675 shares; 2025Q3: 1,437 shares; 2025Q4: 1,518 shares 1,518 $1.01M 0.07% +81 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,482 shares; 2025Q4: 17,292 shares 17,292 $1.01M 0.07% +810 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,245 shares 27,245 $976K 0.06% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,635 shares; 2024Q4: 5,761 shares; 2025Q1: 5,951 shares; 2025Q2: 14,389 shares; 2025Q3: 14,677 shares; 2025Q4: 16,849 shares 16,849 $972K 0.06% +2,172 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: 4,549 shares; 2024Q4: 4,837 shares; 2025Q1: 4,469 shares; 2025Q2: 12,114 shares; 2025Q3: 11,452 shares; 2025Q4: 11,994 shares 11,994 $963K 0.06% +542 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: 5,631 shares; 2024Q4: 22,226 shares; 2025Q1: 22,023 shares; 2025Q2: 21,897 shares; 2025Q3: 21,897 shares; 2025Q4: 28,871 shares 28,871 $942K 0.06% +6,974 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,218 shares; 2024Q4: 57,657 shares; 2025Q1: 7,819 shares; 2025Q2: 6,802 shares; 2025Q3: 7,165 shares; 2025Q4: 8,702 shares 8,702 $929K 0.06% +1,537 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: 16,031 shares; 2024Q4: 12,803 shares; 2025Q1: 13,323 shares; 2025Q2: 15,091 shares; 2025Q3: 11,416 shares; 2025Q4: 11,402 shares 11,402 $927K 0.06% -14 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: 7,355 shares; 2024Q4: 8,365 shares; 2025Q1: 8,285 shares; 2025Q2: 7,897 shares; 2025Q3: 7,261 shares; 2025Q4: 7,464 shares 7,464 $908K 0.06% +203 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 3,547 shares; 2025Q1: 4,148 shares; 2025Q2: 4,252 shares; 2025Q3: 4,558 shares; 2025Q4: 5,900 shares 5,900 $906K 0.06% +1,342 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: 2,355 shares; 2024Q4: 2,345 shares; 2025Q1: 2,463 shares; 2025Q2: 1,937 shares; 2025Q3: 3,039 shares; 2025Q4: 3,251 shares 3,251 $895K 0.06% +212 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: 1,263 shares; 2024Q4: 1,358 shares; 2025Q1: 1,435 shares; 2025Q2: 1,737 shares; 2025Q3: 1,650 shares; 2025Q4: 2,866 shares 2,866 $894K 0.06% +1,216 Timeline VOOV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,327 shares 4,327 $886K 0.06% new 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: 2,265 shares; 2024Q4: 10,745 shares; 2025Q1: 10,478 shares; 2025Q2: 11,024 shares; 2025Q3: 10,654 shares; 2025Q4: 11,027 shares 11,027 $871K 0.06% +373 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,681 shares; 2025Q1: 1,756 shares; 2025Q2: 1,889 shares; 2025Q3: 1,900 shares; 2025Q4: 1,861 shares 1,861 $869K 0.06% -39 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,486 shares; 2025Q4: 26,605 shares 26,605 $867K 0.06% -881 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: 6,371 shares; 2024Q4: 6,600 shares; 2025Q1: 7,242 shares; 2025Q2: 7,394 shares; 2025Q3: 7,610 shares; 2025Q4: 7,606 shares 7,606 $865K 0.06% -4 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: 2,869 shares; 2024Q4: 2,946 shares; 2025Q1: 2,861 shares; 2025Q2: 2,761 shares; 2025Q3: 2,780 shares; 2025Q4: 2,808 shares 2,808 $858K 0.06% +28 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,944 shares; 2024Q4: 11,857 shares; 2025Q1: 11,610 shares; 2025Q2: 11,538 shares; 2025Q3: 11,538 shares; 2025Q4: 11,538 shares 11,538 $846K 0.06% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,931 shares; 2024Q4: 15,330 shares; 2025Q1: 11,150 shares; 2025Q2: 11,490 shares; 2025Q3: 12,486 shares; 2025Q4: 12,528 shares 12,528 $845K 0.06% +42 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,595 shares; 2024Q4: 19,595 shares; 2025Q1: 18,095 shares; 2025Q2: 17,933 shares; 2025Q3: 17,933 shares; 2025Q4: 17,933 shares 17,933 $843K 0.06% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,118 shares; 2025Q4: 47,452 shares 47,452 $840K 0.06% -15,666 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: 2,446 shares; 2024Q4: 2,563 shares; 2025Q1: 2,662 shares; 2025Q2: 3,128 shares; 2025Q3: 3,118 shares; 2025Q4: 6,257 shares 6,257 $830K 0.05% +3,139 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687,404 shares; 2024Q4: 24,037 shares; 2025Q1: 483,908 shares; 2025Q2: 355,235 shares; 2025Q3: 364,994 shares; 2025Q4: 28,414 shares 28,414 $826K 0.05% -336,580 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: 17,047 shares; 2024Q4: 1,164 shares; 2025Q1: 3,710 shares; 2025Q2: 5,154 shares; 2025Q3: 5,165 shares; 2025Q4: 4,421 shares 4,421 $814K 0.05% -744 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: 487 shares; 2024Q4: 555 shares; 2025Q1: 759 shares; 2025Q2: 1,889 shares; 2025Q3: 1,917 shares; 2025Q4: 1,894 shares 1,894 $808K 0.05% -23 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: 11,053 shares; 2024Q4: 9,726 shares; 2025Q1: 9,301 shares; 2025Q2: 10,256 shares; 2025Q3: 10,716 shares; 2025Q4: 11,626 shares 11,626 $807K 0.05% +910 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: 4,979 shares; 2024Q4: 5,117 shares; 2025Q1: 3,835 shares; 2025Q2: 4,115 shares; 2025Q3: 4,135 shares; 2025Q4: 5,011 shares 5,011 $802K 0.05% +876 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 1,350 shares; 2025Q1: 1,424 shares; 2025Q2: 1,796 shares; 2025Q3: 2,042 shares; 2025Q4: 2,264 shares 2,264 $796K 0.05% +222 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: 1,907 shares; 2024Q4: 2,085 shares; 2025Q1: 2,134 shares; 2025Q2: 2,891 shares; 2025Q3: 2,936 shares; 2025Q4: 3,254 shares 3,254 $785K 0.05% +318 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,744 shares; 2024Q4: 10,090 shares; 2025Q1: 10,430 shares; 2025Q2: 11,364 shares; 2025Q3: 11,835 shares; 2025Q4: 15,433 shares 15,433 $784K 0.05% +3,598 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: 3,671 shares; 2024Q4: 3,334 shares; 2025Q1: 3,283 shares; 2025Q2: 3,400 shares; 2025Q3: 6,355 shares; 2025Q4: 6,542 shares 6,542 $767K 0.05% +187 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,658 shares; 2025Q3: 2,089 shares; 2025Q4: 2,111 shares 2,111 $760K 0.05% +22 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 2,157 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,838 shares; 2025Q4: 6,889 shares 6,889 $760K 0.05% +3,051 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.05% 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: 5,121 shares; 2024Q4: 9,525 shares; 2025Q1: 9,476 shares; 2025Q2: 11,516 shares; 2025Q3: 11,589 shares; 2025Q4: 15,406 shares 15,406 $744K 0.05% +3,817 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 2,160 shares; 2025Q1: 2,194 shares; 2025Q2: 2,361 shares; 2025Q3: 2,417 shares; 2025Q4: 2,536 shares 2,536 $732K 0.05% +119 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,157 shares; 2024Q4: 3,456 shares; 2025Q1: 2,290 shares; 2025Q2: 2,500 shares; 2025Q3: 2,717 shares; 2025Q4: 5,662 shares 5,662 $731K 0.05% +2,945 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: not reported; 2024Q4: not reported; 2025Q1: 3,744 shares; 2025Q2: 6,278 shares; 2025Q3: 10,992 shares; 2025Q4: 10,488 shares 10,488 $728K 0.05% -504 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,069 shares; 2024Q4: 8,056 shares; 2025Q1: 8,056 shares; 2025Q2: 8,276 shares; 2025Q3: 6,894 shares; 2025Q4: 7,533 shares 7,533 $723K 0.05% +639 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: 1,563 shares; 2024Q4: 1,546 shares; 2025Q1: 1,718 shares; 2025Q2: 1,981 shares; 2025Q3: 2,683 shares; 2025Q4: 3,156 shares 3,156 $723K 0.05% +473 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: 7,382 shares; 2024Q4: 7,843 shares; 2025Q1: 48,311 shares; 2025Q2: not reported; 2025Q3: 4,900 shares; 2025Q4: 13,301 shares 13,301 $717K 0.05% +8,401 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,315 shares; 2024Q4: 8,425 shares; 2025Q1: 7,217 shares; 2025Q2: 7,468 shares; 2025Q3: 7,288 shares; 2025Q4: 15,965 shares 15,965 $714K 0.05% +8,677 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,024 shares; 2025Q3: 4,042 shares; 2025Q4: 4,173 shares 4,173 $711K 0.05% +131 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,029 shares 7,029 $704K 0.05% new 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: 992 shares; 2024Q4: 2,132 shares; 2025Q1: 12,202 shares; 2025Q2: 2,737 shares; 2025Q3: 2,804 shares; 2025Q4: 3,035 shares 3,035 $702K 0.05% +231 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,106 shares; 2025Q1: 1,875 shares; 2025Q2: 18,475 shares; 2025Q3: 21,876 shares; 2025Q4: 5,574 shares 5,574 $701K 0.05% -16,302 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,086 shares; 2024Q4: 7,454 shares; 2025Q1: 8,179 shares; 2025Q2: 8,828 shares; 2025Q3: 10,491 shares; 2025Q4: 10,069 shares 10,069 $700K 0.05% -422 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 496 shares; 2025Q1: 569 shares; 2025Q2: 641 shares; 2025Q3: 689 shares; 2025Q4: 646 shares 646 $691K 0.05% -43 Timeline VIOO 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: 5,939 shares; 2024Q4: 5,851 shares; 2025Q1: 6,461 shares; 2025Q2: 6,230 shares; 2025Q3: 6,175 shares; 2025Q4: 6,224 shares 6,224 $691K 0.05% +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: not reported; 2024Q4: 951 shares; 2025Q1: 816 shares; 2025Q2: 872 shares; 2025Q3: 948 shares; 2025Q4: 1,024 shares 1,024 $690K 0.05% +76 Timeline FDIS 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: 7,115 shares; 2024Q4: 7,177 shares; 2025Q1: 6,976 shares; 2025Q2: 6,701 shares; 2025Q3: 6,701 shares; 2025Q4: 6,701 shares 6,701 $685K 0.05% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,886 shares; 2025Q4: 3,110 shares 3,110 $682K 0.04% +224 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,433 shares; 2025Q2: 2,400 shares; 2025Q3: 2,303 shares; 2025Q4: 2,118 shares 2,118 $681K 0.04% -185 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: 591 shares; 2024Q4: 649 shares; 2025Q1: 644 shares; 2025Q2: 702 shares; 2025Q3: 721 shares; 2025Q4: 774 shares 774 $680K 0.04% +53 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: 12,730 shares; 2024Q4: 12,962 shares; 2025Q1: 13,170 shares; 2025Q2: 13,098 shares; 2025Q3: 12,910 shares; 2025Q4: 12,855 shares 12,855 $679K 0.04% -55 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,742 shares; 2024Q4: 4,713 shares; 2025Q1: 4,603 shares; 2025Q2: 4,617 shares; 2025Q3: 4,503 shares; 2025Q4: 4,532 shares 4,532 $675K 0.04% +29 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,355 shares; 2025Q3: 2,370 shares; 2025Q4: 1,902 shares 1,902 $671K 0.04% -468 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,678 shares 2,678 $670K 0.04% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 677 shares; 2025Q1: 656 shares; 2025Q2: 638 shares; 2025Q3: 619 shares; 2025Q4: 862 shares 862 $665K 0.04% +243 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: 4,397 shares; 2024Q4: 32,958 shares; 2025Q1: 14,442 shares; 2025Q2: 3,654 shares; 2025Q3: 3,989 shares; 2025Q4: 4,290 shares 4,290 $661K 0.04% +301 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: not reported; 2024Q4: not reported; 2025Q1: 1,251 shares; 2025Q2: 1,752 shares; 2025Q3: 1,945 shares; 2025Q4: 3,161 shares 3,161 $660K 0.04% +1,216 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: 1,744 shares; 2024Q4: 1,632 shares; 2025Q1: 1,626 shares; 2025Q2: 1,726 shares; 2025Q3: 1,803 shares; 2025Q4: 1,757 shares 1,757 $656K 0.04% -46 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,419 shares; 2024Q4: 7,481 shares; 2025Q1: 7,481 shares; 2025Q2: 7,481 shares; 2025Q3: 7,503 shares; 2025Q4: 7,406 shares 7,406 $653K 0.04% -97 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,630 shares; 2024Q4: 84,770 shares; 2025Q1: 79,197 shares; 2025Q2: 70,164 shares; 2025Q3: 69,760 shares; 2025Q4: 14,088 shares 14,088 $649K 0.04% -55,672 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,888 shares; 2025Q3: 2,922 shares; 2025Q4: 3,854 shares 3,854 $647K 0.04% +932 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 2,738 shares; 2025Q1: 3,216 shares; 2025Q2: 3,178 shares; 2025Q3: 3,390 shares; 2025Q4: 3,168 shares 3,168 $643K 0.04% -222 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: 100,789 shares; 2024Q4: not reported; 2025Q1: 4,316 shares; 2025Q2: 4,812 shares; 2025Q3: 5,208 shares; 2025Q4: 8,044 shares 8,044 $638K 0.04% +2,836 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: 33,558 shares; 2024Q4: 18,255 shares; 2025Q1: 24,507 shares; 2025Q2: 24,595 shares; 2025Q3: 35,848 shares; 2025Q4: 34,994 shares 34,994 $638K 0.04% -854 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,063 shares; 2024Q4: 5,016 shares; 2025Q1: 4,776 shares; 2025Q2: 4,915 shares; 2025Q3: 4,871 shares; 2025Q4: 4,809 shares 4,809 $637K 0.04% -62 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,935 shares; 2024Q4: 5,931 shares; 2025Q1: 5,708 shares; 2025Q2: 5,524 shares; 2025Q3: 4,636 shares; 2025Q4: 4,039 shares 4,039 $626K 0.04% -597 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: 1,621 shares; 2024Q4: not reported; 2025Q1: 1,652 shares; 2025Q2: 1,914 shares; 2025Q3: 4,225 shares; 2025Q4: 4,355 shares 4,355 $625K 0.04% +130 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,617 shares; 2024Q4: 12,256 shares; 2025Q1: 12,256 shares; 2025Q2: 12,256 shares; 2025Q3: 12,256 shares; 2025Q4: 12,256 shares 12,256 $621K 0.04% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,151 shares; 2024Q4: 6,778 shares; 2025Q1: 8,115 shares; 2025Q2: 8,720 shares; 2025Q3: 9,083 shares; 2025Q4: 8,400 shares 8,400 $618K 0.04% -683 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,904 shares; 2024Q4: 15,995 shares; 2025Q1: 15,995 shares; 2025Q2: 15,995 shares; 2025Q3: 14,268 shares; 2025Q4: 14,268 shares 14,268 $617K 0.04% 0 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: not reported; 2025Q2: 3,097 shares; 2025Q3: 4,096 shares; 2025Q4: 4,522 shares 4,522 $611K 0.04% +426 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,759 shares 17,759 $608K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,366 shares 1,366 $607K 0.04% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,478 shares; 2025Q4: 6,064 shares 6,064 $606K 0.04% +2,586 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,120 shares; 2025Q4: 8,138 shares 8,138 $604K 0.04% +18 Timeline DDTS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,900 shares; 2025Q4: 28,027 shares 28,027 $598K 0.04% +127 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,411 shares; 2025Q4: 25,769 shares 25,769 $593K 0.04% -7,642 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: 2,311 shares; 2024Q4: 2,380 shares; 2025Q1: 3,150 shares; 2025Q2: 2,540 shares; 2025Q3: 2,016 shares; 2025Q4: 2,805 shares 2,805 $590K 0.04% +789 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,581 shares 41,581 $588K 0.04% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,698 shares; 2025Q1: 5,698 shares; 2025Q2: 6,001 shares; 2025Q3: 7,453 shares; 2025Q4: 7,231 shares 7,231 $587K 0.04% -222 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: not reported; 2025Q2: 1,104 shares; 2025Q3: 1,044 shares; 2025Q4: 2,577 shares 2,577 $587K 0.04% +1,533 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: not reported; 2024Q4: 2,616 shares; 2025Q1: 5,713 shares; 2025Q2: 3,600 shares; 2025Q3: 4,310 shares; 2025Q4: 4,777 shares 4,777 $586K 0.04% +467 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,842 shares; 2025Q4: 3,066 shares 3,066 $586K 0.04% -776 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: 7,000 shares; 2024Q4: 7,086 shares; 2025Q1: 7,127 shares; 2025Q2: 6,852 shares; 2025Q3: 6,854 shares; 2025Q4: 6,855 shares 6,855 $584K 0.04% +1 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: 620 shares; 2024Q4: 666 shares; 2025Q1: 867 shares; 2025Q2: 986 shares; 2025Q3: 985 shares; 2025Q4: 1,127 shares 1,127 $575K 0.04% +142 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,568 shares; 2025Q4: 11,617 shares 11,617 $570K 0.04% -2,951 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: 7,889 shares; 2024Q4: 9,030 shares; 2025Q1: 2,964 shares; 2025Q2: 2,941 shares; 2025Q3: 3,608 shares; 2025Q4: 2,917 shares 2,917 $569K 0.04% -691 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,092 shares; 2024Q4: 6,073 shares; 2025Q1: 6,358 shares; 2025Q2: 6,149 shares; 2025Q3: 5,915 shares; 2025Q4: 6,394 shares 6,394 $559K 0.04% +479 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES 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: 2,961 shares; 2025Q3: 2,961 shares; 2025Q4: 3,001 shares 3,001 $554K 0.04% +40 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 582 shares; 2025Q1: 641 shares; 2025Q2: 815 shares; 2025Q3: 793 shares; 2025Q4: 965 shares 965 $547K 0.04% +172 Timeline JMST 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: 12,791 shares; 2024Q4: 12,792 shares; 2025Q1: 15,018 shares; 2025Q2: 11,427 shares; 2025Q3: 10,128 shares; 2025Q4: 10,577 shares 10,577 $539K 0.04% +449 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,921 shares; 2024Q4: 3,280 shares; 2025Q1: 3,394 shares; 2025Q2: 4,657 shares; 2025Q3: 4,736 shares; 2025Q4: 4,888 shares 4,888 $535K 0.04% +152 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: 1,528 shares; 2025Q4: 1,881 shares 1,881 $533K 0.04% +353 Timeline MFIN MEDALLION FINANCIAL CORP More: the full row for MEDALLION FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,294 shares; 2024Q4: 53,294 shares; 2025Q1: 47,294 shares; 2025Q2: 47,294 shares; 2025Q3: 51,760 shares; 2025Q4: 51,762 shares 51,762 $533K 0.04% +2 Timeline VSS 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: not reported; 2024Q4: 19,751 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,520 shares; 2025Q4: 3,706 shares 3,706 $531K 0.04% +186 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: 11,693 shares; 2024Q4: 11,217 shares; 2025Q1: 8,960 shares; 2025Q2: 7,431 shares; 2025Q3: 7,227 shares; 2025Q4: 6,798 shares 6,798 $528K 0.03% -429 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,211 shares; 2025Q1: not reported; 2025Q2: 3,640 shares; 2025Q3: 4,404 shares; 2025Q4: 10,562 shares 10,562 $524K 0.03% +6,158 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: 7,450 shares; 2024Q4: 7,166 shares; 2025Q1: 7,137 shares; 2025Q2: 5,680 shares; 2025Q3: 5,984 shares; 2025Q4: 9,170 shares 9,170 $521K 0.03% +3,186 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,358 shares; 2024Q4: 21,077 shares; 2025Q1: 20,706 shares; 2025Q2: 21,334 shares; 2025Q3: 21,232 shares; 2025Q4: 21,298 shares 21,298 $519K 0.03% +66 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,494 shares; 2025Q4: 5,497 shares 5,497 $519K 0.03% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,673 shares; 2025Q3: 5,120 shares; 2025Q4: 5,172 shares 5,172 $517K 0.03% +52 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,761 shares; 2024Q4: 21,641 shares; 2025Q1: 31,372 shares; 2025Q2: 35,443 shares; 2025Q3: 36,747 shares; 2025Q4: 39,367 shares 39,367 $516K 0.03% +2,620 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,796 shares 6,796 $510K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 303 shares; 2025Q2: 373 shares; 2025Q3: 367 shares; 2025Q4: 412 shares 412 $500K 0.03% +45 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,379 shares; 2025Q3: 3,801 shares; 2025Q4: 4,072 shares 4,072 $486K 0.03% +271 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,980 shares; 2025Q1: 18,329 shares; 2025Q2: 22,545 shares; 2025Q3: 31,188 shares; 2025Q4: 32,784 shares 32,784 $486K 0.03% +1,596 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: 1,450 shares; 2024Q4: 1,508 shares; 2025Q1: 1,854 shares; 2025Q2: 2,964 shares; 2025Q3: 3,053 shares; 2025Q4: 2,995 shares 2,995 $485K 0.03% -58 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,138 shares 17,138 $484K 0.03% new 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: 1,413 shares; 2024Q4: 1,501 shares; 2025Q1: 1,730 shares; 2025Q2: 1,561 shares; 2025Q3: 2,681 shares; 2025Q4: 2,783 shares 2,783 $483K 0.03% +102 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: 15,504 shares; 2024Q4: 40,556 shares; 2025Q1: 17,107 shares; 2025Q2: 20,293 shares; 2025Q3: 22,885 shares; 2025Q4: 19,111 shares 19,111 $475K 0.03% -3,774 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,719 shares; 2024Q4: 6,678 shares; 2025Q1: 6,678 shares; 2025Q2: 6,678 shares; 2025Q3: 6,678 shares; 2025Q4: 6,678 shares 6,678 $474K 0.03% 0 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: 1,142 shares; 2024Q4: 1,152 shares; 2025Q1: 1,240 shares; 2025Q2: 1,418 shares; 2025Q3: 2,351 shares; 2025Q4: 2,529 shares 2,529 $469K 0.03% +178 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: 4,337 shares; 2024Q4: 16,230 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,473 shares; 2025Q4: 6,211 shares 6,211 $469K 0.03% +2,738 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,169 shares; 2025Q2: 15,637 shares; 2025Q3: 15,637 shares; 2025Q4: 15,784 shares 15,784 $467K 0.03% +147 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 15,407 shares; 2025Q3: 17,558 shares; 2025Q4: 19,561 shares 19,561 $464K 0.03% +2,003 Timeline QGRW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,256 shares; 2025Q4: 7,885 shares 7,885 $463K 0.03% -1,371 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: 573 shares; 2024Q4: 726 shares; 2025Q1: 892 shares; 2025Q2: 1,191 shares; 2025Q3: 1,108 shares; 2025Q4: 988 shares 988 $460K 0.03% -120 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 3,006 shares; 2025Q1: 3,504 shares; 2025Q2: 3,885 shares; 2025Q3: 4,602 shares; 2025Q4: 4,820 shares 4,820 $460K 0.03% +218 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: 11,398 shares; 2025Q4: 11,121 shares 11,121 $460K 0.03% -277 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,173 shares; 2024Q4: 14,173 shares; 2025Q1: 14,173 shares; 2025Q2: 14,173 shares; 2025Q3: 14,173 shares; 2025Q4: 13,788 shares 13,788 $455K 0.03% -385 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,369 shares; 2025Q4: 5,088 shares 5,088 $455K 0.03% -281 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,967 shares 13,967 $448K 0.03% 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: not reported; 2025Q4: 8,702 shares 8,702 $443K 0.03% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,511 shares; 2025Q4: 11,588 shares 11,588 $442K 0.03% +77 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,821 shares; 2024Q4: 7,319 shares; 2025Q1: 5,561 shares; 2025Q2: 6,087 shares; 2025Q3: 5,411 shares; 2025Q4: 8,262 shares 8,262 $441K 0.03% +2,851 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: 2,271 shares; 2025Q1: 2,385 shares; 2025Q2: 2,385 shares; 2025Q3: 2,667 shares; 2025Q4: 3,492 shares 3,492 $440K 0.03% +825 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,020 shares; 2024Q4: 15,020 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155,931 shares; 2025Q4: 81,010 shares 81,010 $438K 0.03% -74,921 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: 25,469 shares; 2024Q4: 16,572 shares; 2025Q1: 109,124 shares; 2025Q2: 14,815 shares; 2025Q3: 20,439 shares; 2025Q4: 17,482 shares 17,482 $435K 0.03% -2,957 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,230 shares; 2025Q3: 1,185 shares; 2025Q4: 1,442 shares 1,442 $434K 0.03% +257 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,421 shares; 2024Q4: 3,365 shares; 2025Q1: 3,279 shares; 2025Q2: 8,020 shares; 2025Q3: 8,028 shares; 2025Q4: 7,870 shares 7,870 $424K 0.03% -158 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 795 shares; 2025Q1: 889 shares; 2025Q2: 862 shares; 2025Q3: 3,629 shares; 2025Q4: 2,771 shares 2,771 $421K 0.03% -858 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,033 shares; 2025Q4: 2,970 shares 2,970 $419K 0.03% -63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,085 shares 3,085 $419K 0.03% new 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: 866 shares; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 813 shares; 2025Q3: 1,102 shares; 2025Q4: 1,425 shares 1,425 $410K 0.03% +323 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: 8,949 shares; 2024Q4: 20,305 shares; 2025Q1: 17,658 shares; 2025Q2: 6,863 shares; 2025Q3: 6,800 shares; 2025Q4: 10,127 shares 10,127 $409K 0.03% +3,327 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,155 shares; 2025Q4: 2,506 shares 2,506 $408K 0.03% +1,351 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,322 shares; 2024Q4: 8,075 shares; 2025Q1: 8,103 shares; 2025Q2: 8,376 shares; 2025Q3: 8,186 shares; 2025Q4: 8,202 shares 8,202 $403K 0.03% +16 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,225 shares 2,225 $401K 0.03% new 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: 3,023 shares; 2024Q4: 3,301 shares; 2025Q1: 2,955 shares; 2025Q2: 3,696 shares; 2025Q3: 4,619 shares; 2025Q4: 4,581 shares 4,581 $399K 0.03% -38 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,179 shares; 2025Q3: 38,448 shares; 2025Q4: 10,246 shares 10,246 $397K 0.03% -28,202 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: 778 shares; 2024Q4: 762 shares; 2025Q1: 885 shares; 2025Q2: 796 shares; 2025Q3: 758 shares; 2025Q4: 874 shares 874 $396K 0.03% +116 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: not reported; 2024Q4: 2,043 shares; 2025Q1: not reported; 2025Q2: 5,774 shares; 2025Q3: 6,119 shares; 2025Q4: 5,383 shares 5,383 $396K 0.03% -736 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,058 shares 3,058 $390K 0.03% new Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,151 shares 10,151 $383K 0.03% new Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM 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: 47,856 shares; 2025Q4: 29,448 shares 29,448 $382K 0.03% -18,408 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: 2,570 shares; 2025Q3: 3,360 shares; 2025Q4: 3,362 shares 3,362 $380K 0.03% +2 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,432 shares; 2024Q4: 8,022 shares; 2025Q1: 7,441 shares; 2025Q2: 7,281 shares; 2025Q3: 6,591 shares; 2025Q4: 6,721 shares 6,721 $371K 0.02% +130 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,355 shares; 2025Q4: 4,325 shares 4,325 $371K 0.02% -30 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,474 shares; 2024Q4: 13,510 shares; 2025Q1: 10,060 shares; 2025Q2: 10,071 shares; 2025Q3: 9,899 shares; 2025Q4: 9,753 shares 9,753 $369K 0.02% -146 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,483 shares; 2024Q4: 5,483 shares; 2025Q1: 5,483 shares; 2025Q2: 5,483 shares; 2025Q3: 5,483 shares; 2025Q4: 5,483 shares 5,483 $368K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,114 shares; 2025Q2: 2,215 shares; 2025Q3: 2,336 shares; 2025Q4: 2,511 shares 2,511 $368K 0.02% +175 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,097 shares; 2025Q1: 11,695 shares; 2025Q2: 11,893 shares; 2025Q3: 11,607 shares; 2025Q4: 11,876 shares 11,876 $363K 0.02% +269 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,149 shares; 2025Q4: 4,249 shares 4,249 $361K 0.02% +1,100 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: 2,815 shares; 2024Q4: 2,583 shares; 2025Q1: not reported; 2025Q2: 2,663 shares; 2025Q3: 2,724 shares; 2025Q4: 3,003 shares 3,003 $360K 0.02% +279 Timeline BGX BLACKSTONE LONG SHORT CR INC More: the full row for BLACKSTONE LONG SHORT CR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,626 shares; 2025Q4: 30,828 shares 30,828 $359K 0.02% -33,798 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,685 shares 2,685 $358K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 785 shares; 2025Q3: 915 shares; 2025Q4: 1,008 shares 1,008 $356K 0.02% +93 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,165 shares 2,165 $351K 0.02% new Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,769 shares; 2024Q4: 12,375 shares; 2025Q1: 11,720 shares; 2025Q2: 10,964 shares; 2025Q3: 10,605 shares; 2025Q4: 10,584 shares 10,584 $347K 0.02% -21 Timeline DEM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,627 shares; 2025Q4: 7,425 shares 7,425 $347K 0.02% -202 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,115 shares 5,115 $346K 0.02% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,486 shares; 2025Q1: 3,486 shares; 2025Q2: 3,409 shares; 2025Q3: 3,406 shares; 2025Q4: 3,415 shares 3,415 $344K 0.02% +9 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,873 shares; 2025Q4: 5,754 shares 5,754 $341K 0.02% -119 Timeline ACEI INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,576 shares 13,576 $334K 0.02% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,083 shares 8,083 $333K 0.02% new 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: 1,697 shares; 2025Q2: 1,673 shares; 2025Q3: 1,789 shares; 2025Q4: 2,056 shares 2,056 $331K 0.02% +267 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,003 shares; 2024Q4: 11,718 shares; 2025Q1: 15,053 shares; 2025Q2: 11,776 shares; 2025Q3: 11,776 shares; 2025Q4: 12,242 shares 12,242 $329K 0.02% +466 Timeline PCG PG&E CORP More: the full row for PG&E 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: 20,399 shares 20,399 $328K 0.02% new 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: 3,613 shares; 2024Q4: 3,602 shares; 2025Q1: 3,717 shares; 2025Q2: 4,222 shares; 2025Q3: 3,988 shares; 2025Q4: 3,817 shares 3,817 $327K 0.02% -171 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,118 shares; 2024Q4: 4,932 shares; 2025Q1: 4,617 shares; 2025Q2: 4,407 shares; 2025Q3: 4,407 shares; 2025Q4: 4,372 shares 4,372 $325K 0.02% -35 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: 26,634 shares; 2024Q4: 21,223 shares; 2025Q1: 1,660 shares; 2025Q2: 1,368 shares; 2025Q3: 1,382 shares; 2025Q4: 1,306 shares 1,306 $323K 0.02% -76 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: 1,098 shares; 2024Q4: 953 shares; 2025Q1: 1,159 shares; 2025Q2: 1,422 shares; 2025Q3: not reported; 2025Q4: 1,406 shares 1,406 $322K 0.02% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,203 shares; 2024Q4: 8,215 shares; 2025Q1: 8,077 shares; 2025Q2: 8,857 shares; 2025Q3: 8,866 shares; 2025Q4: 6,819 shares 6,819 $321K 0.02% -2,047 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,026 shares; 2025Q4: 3,026 shares 3,026 $320K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,394 shares; 2025Q4: 3,470 shares 3,470 $319K 0.02% +76 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,386 shares; 2025Q3: 1,558 shares; 2025Q4: 1,701 shares 1,701 $316K 0.02% +143 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 300 shares; 2025Q1: 332 shares; 2025Q2: 344 shares; 2025Q3: 329 shares; 2025Q4: 410 shares 410 $314K 0.02% +81 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,062 shares; 2025Q4: 1,135 shares 1,135 $313K 0.02% +73 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS 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: 17,212 shares 17,212 $312K 0.02% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 20,861 shares; 2025Q1: 23,474 shares; 2025Q2: 6,048 shares; 2025Q3: 5,966 shares; 2025Q4: 4,617 shares 4,617 $310K 0.02% -1,349 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 869 shares; 2025Q1: 869 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 902 shares 902 $309K 0.02% 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: 7,665 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,733 shares; 2025Q4: 8,763 shares 8,763 $304K 0.02% +2,030 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 873 shares; 2025Q4: 1,089 shares 1,089 $304K 0.02% +216 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,647 shares; 2025Q4: 6,832 shares 6,832 $303K 0.02% -815 Timeline VSDM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,893 shares 3,893 $298K 0.02% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,942 shares 4,942 $297K 0.02% new 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: 2,582 shares; 2024Q4: 2,849 shares; 2025Q1: not reported; 2025Q2: 4,035 shares; 2025Q3: 4,300 shares; 2025Q4: 5,071 shares 5,071 $296K 0.02% +771 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: not reported; 2024Q4: 2,193 shares; 2025Q1: 2,415 shares; 2025Q2: 2,622 shares; 2025Q3: 2,561 shares; 2025Q4: 3,727 shares 3,727 $296K 0.02% +1,166 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,824 shares; 2025Q4: 5,824 shares 5,824 $296K 0.02% 0 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 6,557 shares; 2025Q1: 6,557 shares; 2025Q2: 6,557 shares; 2025Q3: 6,557 shares; 2025Q4: 6,557 shares 6,557 $294K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,468 shares 5,468 $292K 0.02% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 1,779 shares; 2025Q1: 1,853 shares; 2025Q2: 1,948 shares; 2025Q3: 2,045 shares; 2025Q4: 2,288 shares 2,288 $292K 0.02% +243 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: 685 shares; 2025Q4: 748 shares 748 $291K 0.02% +63 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,970 shares; 2025Q4: 3,970 shares 3,970 $288K 0.02% 0 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,542 shares; 2025Q4: 10,542 shares 10,542 $283K 0.02% 0 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,970 shares; 2025Q4: 3,042 shares 3,042 $282K 0.02% -928 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,073 shares; 2025Q3: 1,051 shares; 2025Q4: 1,285 shares 1,285 $282K 0.02% +234 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,646 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,516 shares; 2025Q4: 10,516 shares 10,516 $281K 0.02% 0 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,683 shares; 2024Q4: 5,683 shares; 2025Q1: 5,683 shares; 2025Q2: 5,683 shares; 2025Q3: 5,683 shares; 2025Q4: 5,683 shares 5,683 $280K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 940 shares; 2025Q3: 953 shares; 2025Q4: 1,003 shares 1,003 $280K 0.02% +50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,579 shares; 2025Q3: 1,594 shares; 2025Q4: 1,709 shares 1,709 $278K 0.02% +115 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,068 shares; 2025Q4: 2,391 shares 2,391 $278K 0.02% +323 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,204 shares; 2025Q4: 5,988 shares 5,988 $277K 0.02% +784 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,515 shares; 2025Q1: not reported; 2025Q2: 2,845 shares; 2025Q3: 2,891 shares; 2025Q4: 3,092 shares 3,092 $273K 0.02% +201 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,064 shares; 2025Q4: 1,251 shares 1,251 $272K 0.02% +187 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,959 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,855 shares; 2025Q4: 2,104 shares 2,104 $269K 0.02% +249 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,377 shares; 2024Q4: 9,357 shares; 2025Q1: 9,357 shares; 2025Q2: 8,943 shares; 2025Q3: 8,943 shares; 2025Q4: 7,171 shares 7,171 $267K 0.02% -1,772 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 1,543 shares 1,543 $266K 0.02% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 2,656 shares; 2025Q1: 2,796 shares; 2025Q2: 2,977 shares; 2025Q3: 3,141 shares; 2025Q4: 3,233 shares 3,233 $265K 0.02% +92 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,699 shares; 2025Q3: 2,879 shares; 2025Q4: 3,043 shares 3,043 $265K 0.02% +164 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,562 shares; 2024Q4: 12,562 shares; 2025Q1: 12,562 shares; 2025Q2: 12,523 shares; 2025Q3: 10,645 shares; 2025Q4: 9,821 shares 9,821 $263K 0.02% -824 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,731 shares 5,731 $259K 0.02% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 893 shares; 2025Q4: 1,050 shares 1,050 $259K 0.02% +157 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 28,667 shares; 2025Q4: 14,715 shares 14,715 $258K 0.02% -13,952 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,817 shares 3,817 $258K 0.02% new 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: 3,990 shares; 2024Q4: 3,917 shares; 2025Q1: 3,930 shares; 2025Q2: 3,978 shares; 2025Q3: not reported; 2025Q4: 2,948 shares 2,948 $257K 0.02% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 804 shares; 2025Q4: 868 shares 868 $255K 0.02% +64 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,356 shares 4,356 $254K 0.02% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,276 shares 3,276 $254K 0.02% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,302 shares 1,302 $253K 0.02% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,932 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,287 shares 11,287 $252K 0.02% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 2,917 shares 2,917 $252K 0.02% new 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: not reported; 2025Q3: not reported; 2025Q4: 5,772 shares 5,772 $251K 0.02% new Timeline FC FRANKLIN COVEY CO More: the full row for FRANKLIN COVEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,133 shares; 2024Q4: 15,709 shares; 2025Q1: 15,433 shares; 2025Q2: 15,433 shares; 2025Q3: 15,433 shares; 2025Q4: 14,838 shares 14,838 $249K 0.02% -595 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,216 shares 3,216 $247K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,392 shares; 2025Q4: 1,524 shares 1,524 $247K 0.02% +132 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,603 shares; 2024Q4: 13,971 shares; 2025Q1: 9,393 shares; 2025Q2: 9,434 shares; 2025Q3: 9,451 shares; 2025Q4: 9,472 shares 9,472 $245K 0.02% +21 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,094 shares 5,094 $244K 0.02% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,463 shares; 2025Q4: 10,115 shares 10,115 $243K 0.02% +1,652 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,094 shares; 2025Q3: 15,534 shares; 2025Q4: 8,339 shares 8,339 $242K 0.02% -7,195 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: not reported; 2025Q3: 1,620 shares; 2025Q4: 1,743 shares 1,743 $240K 0.02% +123 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,618 shares; 2025Q1: 1,618 shares; 2025Q2: 1,618 shares; 2025Q3: 1,618 shares; 2025Q4: 1,618 shares 1,618 $240K 0.02% 0 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: 106,972 shares; 2024Q4: 104,200 shares; 2025Q1: 124,490 shares; 2025Q2: 4,683 shares; 2025Q3: 3,898 shares; 2025Q4: 3,834 shares 3,834 $240K 0.02% -64 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,647 shares 3,647 $239K 0.02% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,541 shares; 2024Q4: 13,379 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,543 shares 11,543 $238K 0.02% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,332 shares; 2025Q2: 959 shares; 2025Q3: 941 shares; 2025Q4: 940 shares 940 $238K 0.02% -1 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 1,742 shares 1,742 $237K 0.02% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,645 shares 1,645 $237K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,133 shares 8,133 $234K 0.02% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 946 shares; 2025Q1: not reported; 2025Q2: 810 shares; 2025Q3: 790 shares; 2025Q4: 891 shares 891 $234K 0.02% +101 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,192 shares; 2024Q4: 34,248 shares; 2025Q1: 25,070 shares; 2025Q2: 13,702 shares; 2025Q3: 9,800 shares; 2025Q4: 9,583 shares 9,583 $234K 0.02% -217 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,957 shares 2,957 $233K 0.02% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,035 shares 1,035 $233K 0.02% new Timeline KREF KKR REAL ESTATE FIN TR INC More: the full row for KKR REAL ESTATE FIN TR 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: 48,452 shares; 2025Q4: 28,361 shares 28,361 $233K 0.02% -20,091 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,560 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,999 shares; 2025Q4: 22,999 shares 22,999 $233K 0.02% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 2,178 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,239 shares; 2025Q4: 2,267 shares 2,267 $232K 0.02% +28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 953 shares 953 $232K 0.02% new Timeline YYY 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: 20,073 shares; 2025Q1: 20,073 shares; 2025Q2: 20,073 shares; 2025Q3: 20,073 shares; 2025Q4: 20,073 shares 20,073 $231K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,204 shares; 2025Q4: 3,931 shares 3,931 $230K 0.02% -273 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,613 shares 11,613 $229K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,045 shares 2,045 $229K 0.02% new Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,887 shares; 2025Q1: 1,946 shares; 2025Q2: 1,905 shares; 2025Q3: 1,905 shares; 2025Q4: 1,925 shares 1,925 $229K 0.02% +20 Timeline USMF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,295 shares; 2025Q4: 4,455 shares 4,455 $228K 0.02% -840 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 679 shares; 2025Q4: 706 shares 706 $228K 0.02% +27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 462 shares 462 $227K 0.01% new Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,595 shares; 2025Q3: 12,345 shares; 2025Q4: 12,126 shares 12,126 $226K 0.01% -219 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,042 shares 6,042 $224K 0.01% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,430 shares 5,430 $223K 0.01% new 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: 3,722 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,360 shares; 2025Q3: 3,369 shares; 2025Q4: 3,028 shares 3,028 $222K 0.01% -341 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER 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: 7,924 shares 7,924 $222K 0.01% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,314 shares; 2024Q4: 3,066 shares; 2025Q1: 3,690 shares; 2025Q2: 2,548 shares; 2025Q3: 2,367 shares; 2025Q4: 2,305 shares 2,305 $222K 0.01% -62 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 4,942 shares 4,942 $220K 0.01% new Timeline IHDG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,723 shares; 2025Q4: 4,506 shares 4,506 $219K 0.01% -217 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,263 shares 2,263 $219K 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: not reported; 2025Q4: 3,680 shares 3,680 $219K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 534 shares; 2025Q4: 570 shares 570 $219K 0.01% +36 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,072 shares 1,072 $218K 0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,578 shares 1,578 $217K 0.01% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,836 shares; 2025Q1: not reported; 2025Q2: 3,017 shares; 2025Q3: 3,334 shares; 2025Q4: 3,333 shares 3,333 $217K 0.01% -1 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: 2,090 shares; 2024Q4: 2,038 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,219 shares 2,219 $217K 0.01% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 385 shares 385 $216K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,215 shares 3,215 $216K 0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,613 shares 1,613 $214K 0.01% new Timeline XAIX DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,992 shares 4,992 $214K 0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 134 shares; 2025Q3: 143 shares; 2025Q4: 106 shares 106 $213K 0.01% -37 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,385 shares 4,385 $211K 0.01% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 2,606 shares 2,606 $211K 0.01% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 530 shares 530 $211K 0.01% new Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,811 shares 5,811 $211K 0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,631 shares 7,631 $210K 0.01% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,534 shares; 2024Q4: 4,447 shares; 2025Q1: 4,461 shares; 2025Q2: 4,698 shares; 2025Q3: 4,242 shares; 2025Q4: 4,226 shares 4,226 $209K 0.01% -16 Timeline