TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,305,372 shares; 2025Q1: 2,361,139 shares; 2025Q2: 2,406,296 shares; 2025Q3: 2,402,407 shares; 2025Q4: 2,511,115 shares 2,511,115 $56M 2.65% +108,708 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,314,269 shares; 2025Q1: 2,378,835 shares; 2025Q2: 2,453,944 shares; 2025Q3: 2,477,932 shares; 2025Q4: 2,616,789 shares 2,616,789 $54.7M 2.59% +138,857 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,815,214 shares; 2025Q1: 2,874,455 shares; 2025Q2: 2,930,340 shares; 2025Q3: 2,752,867 shares; 2025Q4: 2,703,275 shares 2,703,275 $51.1M 2.42% -49,592 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,055,380 shares; 2025Q1: 3,183,837 shares; 2025Q2: 3,313,649 shares; 2025Q3: 3,378,657 shares; 2025Q4: 3,602,799 shares 3,602,799 $49.8M 2.36% +224,142 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,024,260 shares; 2025Q1: 3,153,298 shares; 2025Q2: 3,294,183 shares; 2025Q3: 3,392,554 shares; 2025Q4: 3,779,901 shares 3,779,901 $47.7M 2.26% +387,347 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,011,736 shares; 2025Q1: 1,024,512 shares; 2025Q2: 1,020,214 shares; 2025Q3: 1,001,063 shares; 2025Q4: 1,035,730 shares 1,035,730 $44.6M 2.11% +34,667 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,320,039 shares; 2025Q1: 3,585,201 shares; 2025Q2: 3,904,625 shares; 2025Q3: 4,131,430 shares; 2025Q4: 4,643,958 shares 4,643,958 $44.3M 2.09% +512,528 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,043,832 shares; 2025Q1: 2,078,101 shares; 2025Q2: 2,075,894 shares; 2025Q3: 2,034,710 shares; 2025Q4: 2,100,916 shares 2,100,916 $42.2M 2% +66,206 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,085,066 shares; 2025Q1: 1,172,276 shares; 2025Q2: 1,280,778 shares; 2025Q3: 1,365,377 shares; 2025Q4: 1,576,295 shares 1,576,295 $41.8M 1.98% +210,918 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 996,085 shares; 2025Q1: 1,017,844 shares; 2025Q2: 1,018,442 shares; 2025Q3: 1,002,609 shares; 2025Q4: 1,007,306 shares 1,007,306 $40.8M 1.93% +4,697 Timeline FXED TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,847,881 shares; 2025Q1: 1,880,870 shares; 2025Q2: 1,852,105 shares; 2025Q3: 1,806,034 shares; 2025Q4: 1,773,016 shares 1,773,016 $32.1M 1.52% -33,018 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 351,406 shares; 2025Q1: 365,614 shares; 2025Q2: 386,282 shares; 2025Q3: 359,835 shares; 2025Q4: 269,342 shares 269,342 $31.8M 1.5% -90,493 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 226,084 shares; 2025Q1: 233,881 shares; 2025Q2: 245,350 shares; 2025Q3: 242,662 shares; 2025Q4: 384,635 shares 384,635 $30.7M 1.45% +141,973 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: restricted; 2024Q4: 631,820 shares; 2025Q1: 653,393 shares; 2025Q2: 692,416 shares; 2025Q3: 656,933 shares; 2025Q4: 610,264 shares 610,264 $29M 1.37% -46,669 Timeline GEF-B GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 329,700 shares; 2025Q1: 340,672 shares; 2025Q2: 363,118 shares; 2025Q3: 333,099 shares; 2025Q4: 298,199 shares 298,199 $25M 1.18% -34,900 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: restricted; 2024Q4: 105,709 shares; 2025Q1: 111,616 shares; 2025Q2: 118,621 shares; 2025Q3: 120,729 shares; 2025Q4: 127,503 shares 127,503 $23.6M 1.12% +6,774 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 462,096 shares; 2025Q1: 522,829 shares; 2025Q2: 570,740 shares; 2025Q3: 584,229 shares; 2025Q4: 621,732 shares 621,732 $23.5M 1.11% +37,503 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88,752 shares; 2025Q1: 94,972 shares; 2025Q2: 91,699 shares; 2025Q3: 86,252 shares; 2025Q4: 91,407 shares 91,407 $23.4M 1.11% +5,155 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 361,853 shares; 2025Q1: 373,274 shares; 2025Q2: 394,886 shares; 2025Q3: 334,755 shares; 2025Q4: 305,456 shares 305,456 $23M 1.09% -29,299 Timeline DIVY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 920,757 shares; 2025Q1: 923,272 shares; 2025Q2: 969,498 shares; 2025Q3: 893,005 shares; 2025Q4: 845,975 shares 845,975 $22.8M 1.08% -47,030 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 269,481 shares; 2025Q1: 295,142 shares; 2025Q2: 314,484 shares; 2025Q3: 326,028 shares; 2025Q4: 352,918 shares 352,918 $21.7M 1.03% +26,890 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 228,677 shares; 2025Q1: 236,617 shares; 2025Q2: 248,858 shares; 2025Q3: 246,068 shares; 2025Q4: 244,092 shares 244,092 $21.6M 1.02% -1,976 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 343,040 shares; 2025Q1: 335,008 shares; 2025Q2: 345,827 shares; 2025Q3: 336,832 shares; 2025Q4: 336,031 shares 336,031 $21.5M 1.02% -801 Timeline PINE ALPINE INCOME PPTY TR INC More: the full row for ALPINE INCOME PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 866,916 shares; 2025Q1: 950,536 shares; 2025Q2: 1,047,055 shares; 2025Q3: 1,126,174 shares; 2025Q4: 1,216,494 shares 1,216,494 $21.3M 1.01% +90,320 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,900 shares; 2025Q1: 111,718 shares; 2025Q2: 105,567 shares; 2025Q3: 99,685 shares; 2025Q4: 100,223 shares 100,223 $21.3M 1.01% +538 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 578,541 shares; 2025Q1: 616,016 shares; 2025Q2: 702,201 shares; 2025Q3: 756,786 shares; 2025Q4: 885,967 shares 885,967 $21M 0.99% +129,181 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: restricted; 2024Q4: 764,822 shares; 2025Q1: 790,953 shares; 2025Q2: 838,069 shares; 2025Q3: 818,064 shares; 2025Q4: 809,643 shares 809,643 $20.8M 0.98% -8,421 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,026,260 shares; 2025Q1: 1,113,597 shares; 2025Q2: 1,178,074 shares; 2025Q3: 1,213,998 shares; 2025Q4: 1,152,650 shares 1,152,650 $20.6M 0.98% -61,348 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 189,131 shares; 2025Q1: 213,082 shares; 2025Q2: 230,690 shares; 2025Q3: 241,260 shares; 2025Q4: 256,898 shares 256,898 $20.6M 0.97% +15,638 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,930 shares; 2025Q1: 99,154 shares; 2025Q2: 106,368 shares; 2025Q3: 104,633 shares; 2025Q4: 95,984 shares 95,984 $20.6M 0.97% -8,649 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 345,264 shares; 2025Q1: 384,553 shares; 2025Q2: 416,058 shares; 2025Q3: 434,193 shares; 2025Q4: 469,045 shares 469,045 $20M 0.95% +34,852 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 299,170 shares 299,170 $19.8M 0.94% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116,631 shares; 2025Q1: 84,559 shares; 2025Q2: 70,019 shares; 2025Q3: 62,629 shares; 2025Q4: 64,058 shares 64,058 $19.6M 0.93% +1,429 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 298,097 shares; 2025Q1: 323,526 shares; 2025Q2: 352,420 shares; 2025Q3: 371,584 shares; 2025Q4: 415,085 shares 415,085 $19.2M 0.91% +43,501 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 391,053 shares; 2025Q1: 402,059 shares; 2025Q2: 431,256 shares; 2025Q3: 412,057 shares; 2025Q4: 396,020 shares 396,020 $19.1M 0.9% -16,037 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 493,942 shares; 2025Q1: 533,399 shares; 2025Q2: 569,059 shares; 2025Q3: 589,674 shares; 2025Q4: 655,247 shares 655,247 $19M 0.9% +65,573 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 215,517 shares; 2025Q1: 222,399 shares; 2025Q2: 335,053 shares; 2025Q3: 323,329 shares; 2025Q4: 305,266 shares 305,266 $18.6M 0.88% -18,063 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: restricted; 2024Q4: 8,421 shares; 2025Q1: 266,242 shares; 2025Q2: 283,450 shares; 2025Q3: 273,477 shares; 2025Q4: 260,581 shares 260,581 $18.3M 0.86% -12,896 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 482,811 shares; 2025Q1: 498,076 shares; 2025Q2: 528,964 shares; 2025Q3: 717,731 shares; 2025Q4: 1,138,357 shares 1,138,357 $17.1M 0.81% +420,626 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: restricted; 2024Q4: 105,817 shares; 2025Q1: 124,300 shares; 2025Q2: 154,858 shares; 2025Q3: 167,562 shares; 2025Q4: 159,436 shares 159,436 $17M 0.81% -8,126 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 355 shares; 2025Q1: 299 shares; 2025Q2: 316 shares; 2025Q3: 87,778 shares; 2025Q4: 103,099 shares 103,099 $16.9M 0.8% +15,321 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,523 shares; 2025Q1: 3,333 shares; 2025Q2: 1,694 shares; 2025Q3: 721,410 shares; 2025Q4: 869,108 shares 869,108 $16.7M 0.79% +147,698 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 278,729 shares; 2025Q1: 333,566 shares; 2025Q2: 355,188 shares; 2025Q3: 344,292 shares; 2025Q4: 330,249 shares 330,249 $16.1M 0.76% -14,043 Timeline RWAY RUNWAY GROWTH FINANCE CORP More: the full row for RUNWAY GROWTH FINANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,409,592 shares; 2025Q4: 1,671,360 shares 1,671,360 $15.7M 0.74% +261,768 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,277,293 shares; 2025Q1: 842,888 shares; 2025Q2: 891,758 shares; 2025Q3: 860,380 shares; 2025Q4: 662,680 shares 662,680 $15.6M 0.74% -197,700 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,446 shares; 2025Q1: 43,693 shares; 2025Q2: 45,908 shares; 2025Q3: 46,109 shares; 2025Q4: 46,881 shares 46,881 $15.5M 0.73% +772 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,600 shares; 2025Q4: 944,948 shares 944,948 $15.3M 0.72% +943,348 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,820 shares; 2025Q1: 55,713 shares; 2025Q2: 59,350 shares; 2025Q3: 60,542 shares; 2025Q4: 79,762 shares 79,762 $14.9M 0.7% +19,220 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 162,366 shares; 2025Q3: 157,511 shares; 2025Q4: 230,966 shares 230,966 $14.7M 0.7% +73,455 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,296 shares; 2025Q1: 20,021 shares; 2025Q2: 22,013 shares; 2025Q3: 22,502 shares; 2025Q4: 31,824 shares 31,824 $14.6M 0.69% +9,322 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 543,875 shares; 2025Q1: 554,085 shares; 2025Q2: 583,016 shares; 2025Q3: 567,164 shares; 2025Q4: 558,651 shares 558,651 $14.5M 0.69% -8,513 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166,973 shares; 2025Q1: 170,028 shares; 2025Q2: 179,257 shares; 2025Q3: 172,616 shares; 2025Q4: 167,286 shares 167,286 $14.4M 0.68% -5,330 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,634 shares; 2025Q1: 55,338 shares; 2025Q2: 55,301 shares; 2025Q3: 55,918 shares; 2025Q4: 59,767 shares 59,767 $14.3M 0.68% +3,849 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 140,396 shares; 2025Q2: 257,464 shares; 2025Q3: 282,755 shares; 2025Q4: 316,613 shares 316,613 $14.2M 0.67% +33,858 Timeline PGHY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 296,784 shares; 2025Q2: 551,475 shares; 2025Q3: 614,511 shares; 2025Q4: 706,187 shares 706,187 $14.1M 0.67% +91,676 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: restricted; 2024Q4: 216,004 shares; 2025Q1: 215,013 shares; 2025Q2: 228,001 shares; 2025Q3: 220,263 shares; 2025Q4: 184,426 shares 184,426 $14.1M 0.67% -35,837 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,383 shares; 2025Q1: 8,457 shares; 2025Q2: 9,079 shares; 2025Q3: 11,725 shares; 2025Q4: 19,609 shares 19,609 $13.6M 0.64% +7,884 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 273,965 shares; 2025Q4: 262,832 shares 262,832 $12.8M 0.6% -11,133 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,360 shares; 2025Q1: 78,834 shares; 2025Q2: 87,347 shares; 2025Q3: 84,398 shares; 2025Q4: 82,411 shares 82,411 $12.1M 0.57% -1,987 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 544,687 shares; 2025Q3: 637,792 shares; 2025Q4: 594,850 shares 594,850 $12M 0.57% -42,942 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119,019 shares; 2025Q1: 119,230 shares; 2025Q2: 169,624 shares; 2025Q3: 165,109 shares; 2025Q4: 160,017 shares 160,017 $11.9M 0.56% -5,092 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,972 shares; 2025Q4: 17,716 shares 17,716 $11M 0.52% +744 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,360 shares; 2025Q1: 17,755 shares; 2025Q2: 19,450 shares; 2025Q3: 21,338 shares; 2025Q4: 24,725 shares 24,725 $10.8M 0.51% +3,387 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 334,106 shares; 2025Q1: 340,121 shares; 2025Q2: 355,357 shares; 2025Q3: 345,174 shares; 2025Q4: 345,179 shares 345,179 $10.5M 0.5% +5 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 119,338 shares 119,338 $10.1M 0.48% +118,438 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,321 shares; 2025Q1: 71,218 shares; 2025Q2: 75,753 shares; 2025Q3: 77,562 shares; 2025Q4: 82,620 shares 82,620 $10M 0.47% +5,058 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,391 shares; 2025Q2: 41,917 shares; 2025Q3: 74,768 shares; 2025Q4: 127,665 shares 127,665 $9.88M 0.47% +52,897 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,870 shares; 2025Q4: 167,464 shares 167,464 $9.87M 0.47% +64,594 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,545 shares; 2025Q2: 13,251 shares; 2025Q3: 23,749 shares; 2025Q4: 38,361 shares 38,361 $9.79M 0.46% +14,612 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,894 shares; 2025Q2: 22,304 shares; 2025Q3: 39,892 shares; 2025Q4: 66,916 shares 66,916 $9.58M 0.45% +27,024 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166 shares; 2025Q1: 3,762 shares; 2025Q2: 10,539 shares; 2025Q3: 18,750 shares; 2025Q4: 32,373 shares 32,373 $9.24M 0.44% +13,623 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,164 shares; 2025Q1: 6,653 shares; 2025Q2: 5,610 shares; 2025Q3: 25,516 shares; 2025Q4: 27,949 shares 27,949 $9.23M 0.44% +2,433 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 186,568 shares 186,568 $9.22M 0.44% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,387 shares; 2025Q1: 13,151 shares; 2025Q2: 9,411 shares; 2025Q3: 10,484 shares; 2025Q4: 14,533 shares 14,533 $9.03M 0.43% +4,049 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,846 shares; 2025Q1: 11,208 shares; 2025Q2: 9,702 shares; 2025Q3: 8,116 shares; 2025Q4: 13,543 shares 13,543 $8.61M 0.41% +5,427 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 572,561 shares; 2025Q1: 883,982 shares; 2025Q2: 936,454 shares; 2025Q3: 964,440 shares; 2025Q4: 1,026,899 shares 1,026,899 $8.47M 0.4% +62,459 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: restricted; 2024Q4: 94,892 shares; 2025Q1: 97,874 shares; 2025Q2: 86,779 shares; 2025Q3: 86,521 shares; 2025Q4: 44,578 shares 44,578 $8.18M 0.39% -41,943 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,930 shares; 2025Q1: 75,059 shares; 2025Q2: 78,677 shares; 2025Q3: 61,842 shares; 2025Q4: 63,770 shares 63,770 $8.02M 0.38% +1,928 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 214,408 shares; 2025Q1: 388,548 shares; 2025Q2: 411,588 shares; 2025Q3: 422,879 shares; 2025Q4: 623,126 shares 623,126 $8.01M 0.38% +200,247 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 44 shares; 2025Q4: 150,869 shares 150,869 $7.98M 0.38% +150,825 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,667 shares; 2025Q3: 91,892 shares; 2025Q4: 115,092 shares 115,092 $7.55M 0.36% +23,200 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 275,675 shares; 2025Q1: 281,518 shares; 2025Q2: 335,621 shares; 2025Q3: 326,504 shares; 2025Q4: 319,911 shares 319,911 $7.53M 0.36% -6,593 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 242,064 shares; 2025Q1: 347,841 shares; 2025Q2: 365,944 shares; 2025Q3: 461,924 shares; 2025Q4: 611,308 shares 611,308 $7.46M 0.35% +149,384 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 183,688 shares 183,688 $7.38M 0.35% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135,352 shares; 2025Q1: 147,037 shares; 2025Q2: 155,898 shares; 2025Q3: 160,488 shares; 2025Q4: 406,666 shares 406,666 $6.9M 0.33% +246,178 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 707 shares; 2025Q1: 596,438 shares; 2025Q2: 814,753 shares; 2025Q3: 787,118 shares; 2025Q4: 760,067 shares 760,067 $6.32M 0.3% -27,051 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 825 shares; 2025Q1: 142,558 shares; 2025Q2: 232,011 shares; 2025Q3: 211,590 shares; 2025Q4: 179,472 shares 179,472 $6.07M 0.29% -32,118 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,960 shares; 2025Q1: 68,560 shares; 2025Q2: 67,507 shares; 2025Q3: 71,365 shares; 2025Q4: 69,603 shares 69,603 $6.05M 0.29% -1,762 Timeline IGBH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 249,772 shares; 2025Q1: 244,382 shares; 2025Q2: 242,008 shares; 2025Q3: 241,768 shares; 2025Q4: 240,263 shares 240,263 $5.98M 0.28% -1,505 Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,411 shares; 2025Q1: 91,281 shares; 2025Q2: 89,893 shares; 2025Q3: 92,795 shares; 2025Q4: 91,756 shares 91,756 $5.95M 0.28% -1,039 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 243,689 shares; 2025Q1: 237,083 shares; 2025Q2: 232,833 shares; 2025Q3: 233,440 shares; 2025Q4: 233,625 shares 233,625 $5.95M 0.28% +185 Timeline HYUP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,758 shares; 2025Q2: 54,753 shares; 2025Q3: 91,033 shares; 2025Q4: 137,854 shares 137,854 $5.86M 0.28% +46,821 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,814 shares; 2025Q1: 4,874 shares; 2025Q2: 5,260 shares; 2025Q3: 5,493 shares; 2025Q4: 5,634 shares 5,634 $5.85M 0.28% +141 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,292 shares; 2025Q1: 101,721 shares; 2025Q2: 109,037 shares; 2025Q3: 112,481 shares; 2025Q4: 118,929 shares 118,929 $5.82M 0.28% +6,448 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,320 shares; 2025Q1: 16,869 shares; 2025Q2: 63,086 shares; 2025Q3: 101,581 shares; 2025Q4: 152,202 shares 152,202 $5.81M 0.28% +50,621 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 24,996 shares; 2025Q2: 99,563 shares; 2025Q3: 161,972 shares; 2025Q4: 243,962 shares 243,962 $5.81M 0.27% +81,990 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 22,930 shares; 2025Q2: 88,616 shares; 2025Q3: 144,012 shares; 2025Q4: 217,449 shares 217,449 $5.8M 0.27% +73,437 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,187 shares; 2025Q1: 90,033 shares; 2025Q2: 60,789 shares; 2025Q3: 59,863 shares; 2025Q4: 59,231 shares 59,231 $5.79M 0.27% -632 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85 shares; 2025Q1: 86 shares; 2025Q2: 62 shares; 2025Q3: 160 shares; 2025Q4: 127,825 shares 127,825 $5.46M 0.26% +127,665 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 452,759 shares; 2025Q1: 466,621 shares; 2025Q2: 461,867 shares; 2025Q3: 430,944 shares; 2025Q4: 463,329 shares 463,329 $5.3M 0.25% +32,385 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 971 shares; 2025Q2: 472 shares; 2025Q3: 507 shares; 2025Q4: 194,563 shares 194,563 $5.08M 0.24% +194,056 Timeline SPFF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 555,319 shares; 2025Q1: 604,183 shares; 2025Q2: 597,841 shares; 2025Q3: 559,475 shares; 2025Q4: 528,892 shares 528,892 $5.05M 0.24% -30,583 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,868 shares; 2025Q4: 97,459 shares 97,459 $5.04M 0.24% +6,591 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,062 shares; 2025Q1: 56,427 shares; 2025Q2: 60,905 shares; 2025Q3: 62,018 shares; 2025Q4: 66,380 shares 66,380 $4.9M 0.23% +4,362 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: restricted; 2024Q4: 303,393 shares; 2025Q1: 304,139 shares; 2025Q2: 293,418 shares; 2025Q3: 274,936 shares; 2025Q4: 264,028 shares 264,028 $4.85M 0.23% -10,908 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 303,255 shares; 2025Q1: 311,254 shares; 2025Q2: 303,103 shares; 2025Q3: 281,083 shares; 2025Q4: 265,290 shares 265,290 $4.84M 0.23% -15,793 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,495 shares; 2025Q1: 35,408 shares; 2025Q2: 37,940 shares; 2025Q3: 38,816 shares; 2025Q4: 42,968 shares 42,968 $4.8M 0.23% +4,152 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,460 shares; 2025Q1: 120,761 shares; 2025Q2: 128,163 shares; 2025Q3: 132,697 shares; 2025Q4: 141,673 shares 141,673 $4.75M 0.22% +8,976 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 265,584 shares; 2025Q1: 277,964 shares; 2025Q2: 274,715 shares; 2025Q3: 254,954 shares; 2025Q4: 242,721 shares 242,721 $4.73M 0.22% -12,233 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 242,897 shares; 2025Q1: 244,449 shares; 2025Q2: 244,932 shares; 2025Q3: 228,948 shares; 2025Q4: 215,249 shares 215,249 $4.72M 0.22% -13,699 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,958 shares; 2025Q1: 13,262 shares; 2025Q2: 8,226 shares; 2025Q3: 8,716 shares; 2025Q4: 11,072 shares 11,072 $4.66M 0.22% +2,356 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156,643 shares; 2025Q1: 162,992 shares; 2025Q2: 161,023 shares; 2025Q3: 150,628 shares; 2025Q4: 143,269 shares 143,269 $4.64M 0.22% -7,359 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 258,024 shares; 2025Q1: 260,527 shares; 2025Q2: 258,113 shares; 2025Q3: 241,728 shares; 2025Q4: 231,677 shares 231,677 $4.57M 0.22% -10,051 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 184,374 shares; 2025Q1: 143,325 shares; 2025Q2: 5,549 shares; 2025Q3: 5,052 shares; 2025Q4: 106,077 shares 106,077 $4.46M 0.21% +101,025 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,476 shares; 2025Q1: 1,641 shares; 2025Q2: 4,304 shares; 2025Q3: 5,562 shares; 2025Q4: 12,185 shares 12,185 $4.29M 0.2% +6,623 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,537 shares; 2025Q1: 61,306 shares; 2025Q2: 65,309 shares; 2025Q3: 66,633 shares; 2025Q4: 70,293 shares 70,293 $4.22M 0.2% +3,660 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,176 shares; 2025Q1: 5,758 shares; 2025Q2: 6,426 shares; 2025Q3: 7,695 shares; 2025Q4: 10,087 shares 10,087 $4.12M 0.19% +2,392 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 127,173 shares 127,173 $3.98M 0.19% +127,173 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,347 shares; 2025Q1: 73,420 shares; 2025Q2: 78,254 shares; 2025Q3: 80,151 shares; 2025Q4: 85,236 shares 85,236 $3.97M 0.19% +5,085 Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 164,860 shares; 2025Q1: 179,767 shares; 2025Q2: 193,364 shares; 2025Q3: 203,640 shares; 2025Q4: 334,277 shares 334,277 $3.89M 0.18% +130,637 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 317,637 shares; 2025Q1: 345,007 shares; 2025Q2: 364,752 shares; 2025Q3: 373,494 shares; 2025Q4: 400,991 shares 400,991 $3.85M 0.18% +27,497 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,299 shares; 2025Q1: 31,811 shares; 2025Q2: 29,953 shares; 2025Q3: 31,322 shares; 2025Q4: 30,205 shares 30,205 $3.74M 0.18% -1,117 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,103 shares; 2025Q1: 6,333 shares; 2025Q2: 4,872 shares; 2025Q3: 7,259 shares; 2025Q4: 5,322 shares 5,322 $3.68M 0.17% -1,937 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,198 shares; 2025Q1: 10,859 shares; 2025Q2: 11,246 shares; 2025Q3: 11,089 shares; 2025Q4: 11,598 shares 11,598 $3.62M 0.17% +509 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,417 shares; 2025Q1: 89,333 shares; 2025Q2: 94,049 shares; 2025Q3: 96,743 shares; 2025Q4: 103,060 shares 103,060 $3.61M 0.17% +6,317 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,918 shares; 2025Q4: 51,246 shares 51,246 $3.34M 0.16% +3,328 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,790 shares; 2025Q1: 6,478 shares; 2025Q2: 8,550 shares; 2025Q3: 5,644 shares; 2025Q4: 6,434 shares 6,434 $3.17M 0.15% +790 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,810 shares; 2025Q1: 8,697 shares; 2025Q2: 9,947 shares; 2025Q3: 9,577 shares; 2025Q4: 9,242 shares 9,242 $3.16M 0.15% -335 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,264 shares; 2025Q1: 20,081 shares; 2025Q2: 21,011 shares; 2025Q3: 17,069 shares; 2025Q4: 23,568 shares 23,568 $3.06M 0.14% +6,499 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,102 shares; 2025Q1: 10,283 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 124,167 shares 124,167 $3.01M 0.14% +123,844 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,692 shares; 2025Q1: 22,551 shares; 2025Q2: 29,008 shares; 2025Q3: 24,388 shares; 2025Q4: 24,229 shares 24,229 $2.9M 0.14% -159 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,453 shares; 2025Q1: 24,910 shares; 2025Q2: 24,470 shares; 2025Q3: 27,614 shares; 2025Q4: 60,421 shares 60,421 $2.82M 0.13% +32,807 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,233 shares; 2025Q1: 7,647 shares; 2025Q2: 6,219 shares; 2025Q3: 33,089 shares; 2025Q4: 86,484 shares 86,484 $2.5M 0.12% +53,395 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158 shares; 2025Q1: 279 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 12,819 shares 12,819 $2.38M 0.11% +12,547 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,254 shares 86,254 $2.33M 0.11% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,594 shares; 2025Q1: 8,864 shares; 2025Q2: 8,972 shares; 2025Q3: 9,157 shares; 2025Q4: 8,872 shares 8,872 $2.29M 0.11% -285 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,131 shares; 2025Q1: 4,163 shares; 2025Q2: 4,725 shares; 2025Q3: 4,328 shares; 2025Q4: 5,780 shares 5,780 $2.2M 0.1% +1,452 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 233 shares; 2025Q1: 1,590 shares; 2025Q2: 1,488 shares; 2025Q3: 838 shares; 2025Q4: 35,753 shares 35,753 $2.1M 0.1% +34,915 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,896 shares; 2025Q1: 4,044 shares; 2025Q2: 1,394 shares; 2025Q3: 6,821 shares; 2025Q4: 25,112 shares 25,112 $2.03M 0.1% +18,291 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,429 shares; 2025Q1: 27,096 shares; 2025Q2: 25,838 shares; 2025Q3: 22,724 shares; 2025Q4: 21,771 shares 21,771 $2.02M 0.1% -953 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,535 shares; 2025Q1: 5,428 shares; 2025Q2: 4,792 shares; 2025Q3: 4,042 shares; 2025Q4: 134,980 shares 134,980 $1.96M 0.09% +130,938 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: restricted; 2024Q4: 120 shares; 2025Q1: 15,945 shares; 2025Q2: 12,882 shares; 2025Q3: 11,330 shares; 2025Q4: 13,131 shares 13,131 $1.94M 0.09% +1,801 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,864 shares; 2025Q1: 1,608 shares; 2025Q2: 2,226 shares; 2025Q3: 2,142 shares; 2025Q4: 2,991 shares 2,991 $1.94M 0.09% +849 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,321 shares; 2025Q1: 58,536 shares; 2025Q2: 54,583 shares; 2025Q3: 48,373 shares; 2025Q4: 45,281 shares 45,281 $1.91M 0.09% -3,092 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,314 shares; 2025Q1: 33,767 shares; 2025Q2: 34,481 shares; 2025Q3: 31,648 shares; 2025Q4: 32,449 shares 32,449 $1.9M 0.09% +801 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,036 shares; 2025Q1: 24,272 shares; 2025Q2: 35,899 shares; 2025Q3: 22,614 shares; 2025Q4: 22,433 shares 22,433 $1.88M 0.09% -181 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,694 shares; 2025Q4: 53,046 shares 53,046 $1.86M 0.09% -2,648 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: restricted; 2024Q4: 195,788 shares; 2025Q1: 32,054 shares; 2025Q2: 30,069 shares; 2025Q3: 29,738 shares; 2025Q4: 29,694 shares 29,694 $1.85M 0.09% -44 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 62 shares; 2025Q2: 2,898 shares; 2025Q3: 3,893 shares; 2025Q4: 5,106 shares 5,106 $1.75M 0.08% +1,213 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,498 shares; 2025Q1: 5,571 shares; 2025Q2: 5,285 shares; 2025Q3: 5,285 shares; 2025Q4: 5,555 shares 5,555 $1.71M 0.08% +270 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,860 shares; 2025Q1: 39,962 shares; 2025Q2: 41,865 shares; 2025Q3: 41,723 shares; 2025Q4: 37,485 shares 37,485 $1.7M 0.08% -4,238 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,505 shares; 2025Q1: 6,281 shares; 2025Q2: 6,164 shares; 2025Q3: 6,204 shares; 2025Q4: 57,531 shares 57,531 $1.7M 0.08% +51,327 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,959 shares; 2025Q1: 6,443 shares; 2025Q2: 6,056 shares; 2025Q3: 5,843 shares; 2025Q4: 18,983 shares 18,983 $1.67M 0.08% +13,140 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: restricted; 2024Q4: 3,704 shares; 2025Q1: 3,896 shares; 2025Q2: 3,658 shares; 2025Q3: 3,675 shares; 2025Q4: 5,444 shares 5,444 $1.64M 0.08% +1,769 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,963 shares; 2025Q1: 5,836 shares; 2025Q2: 7,673 shares; 2025Q3: 8,183 shares; 2025Q4: 7,464 shares 7,464 $1.62M 0.08% -719 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 482 shares; 2025Q1: 471 shares; 2025Q2: 456 shares; 2025Q3: 457 shares; 2025Q4: 32,287 shares 32,287 $1.61M 0.08% +31,830 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 490 shares; 2025Q1: 1,536 shares; 2025Q2: 1,286 shares; 2025Q3: 841 shares; 2025Q4: 6,118 shares 6,118 $1.6M 0.08% +5,277 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,000 shares; 2025Q1: 53,332 shares; 2025Q2: 27,908 shares; 2025Q3: 23,189 shares; 2025Q4: 16,795 shares 16,795 $1.54M 0.07% -6,394 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,008 shares 13,008 $1.51M 0.07% new Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,861 shares 9,861 $1.47M 0.07% new Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 16,618 shares 16,618 $1.45M 0.07% +16,618 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,926 shares 5,926 $1.4M 0.07% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,159 shares; 2025Q1: 21,883 shares; 2025Q2: 26,714 shares; 2025Q3: 25,819 shares; 2025Q4: 26,334 shares 26,334 $1.39M 0.07% +515 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,003 shares; 2025Q1: 19,059 shares; 2025Q2: 19,290 shares; 2025Q3: 23,504 shares; 2025Q4: 22,753 shares 22,753 $1.39M 0.07% -751 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: restricted; 2024Q4: 13,889 shares; 2025Q1: 13,889 shares; 2025Q2: 14,745 shares; 2025Q3: 14,554 shares; 2025Q4: 14,535 shares 14,535 $1.35M 0.06% -19 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,899 shares; 2025Q1: 2,962 shares; 2025Q2: 2,798 shares; 2025Q3: 2,341 shares; 2025Q4: 2,769 shares 2,769 $1.34M 0.06% +428 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 906 shares; 2025Q1: 986 shares; 2025Q2: 992 shares; 2025Q3: 941 shares; 2025Q4: 1,365 shares 1,365 $1.32M 0.06% +424 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,025 shares; 2025Q1: 4,855 shares; 2025Q2: 4,171 shares; 2025Q3: 6,672 shares; 2025Q4: 59,874 shares 59,874 $1.3M 0.06% +53,202 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,456 shares; 2025Q1: 6,189 shares; 2025Q2: 6,800 shares; 2025Q3: 5,594 shares; 2025Q4: 5,799 shares 5,799 $1.27M 0.06% +205 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 364 shares; 2025Q1: 12,488 shares; 2025Q2: 12,499 shares; 2025Q3: 15,186 shares; 2025Q4: 16,050 shares 16,050 $1.26M 0.06% +864 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: restricted; 2024Q4: 2,906 shares; 2025Q1: 2,037 shares; 2025Q2: 5,099 shares; 2025Q3: 4,957 shares; 2025Q4: 5,020 shares 5,020 $1.24M 0.06% +63 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,855 shares; 2025Q1: 4,079 shares; 2025Q2: 2,648 shares; 2025Q3: 3,078 shares; 2025Q4: 3,725 shares 3,725 $1.22M 0.06% +647 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,465 shares; 2025Q1: 30,662 shares; 2025Q2: 4,223 shares; 2025Q3: 3,830 shares; 2025Q4: 9,486 shares 9,486 $1.22M 0.06% +5,656 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,971 shares; 2025Q1: 1,270 shares; 2025Q2: 1,381 shares; 2025Q3: 1,379 shares; 2025Q4: 1,278 shares 1,278 $1.21M 0.06% -101 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 477 shares; 2025Q1: 9,565 shares; 2025Q2: 9,122 shares; 2025Q3: 13,886 shares; 2025Q4: 15,950 shares 15,950 $1.18M 0.06% +2,064 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,925 shares; 2025Q1: 4,593 shares; 2025Q2: 13,116 shares; 2025Q3: 16,680 shares; 2025Q4: 16,269 shares 16,269 $1.15M 0.05% -411 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 426 shares; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: 22,481 shares 22,481 $1.15M 0.05% +22,462 Timeline IHY VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,593 shares 51,593 $1.14M 0.05% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,187 shares; 2025Q1: 19,295 shares; 2025Q2: 22,563 shares; 2025Q3: 24,350 shares; 2025Q4: 15,361 shares 15,361 $1.13M 0.05% -8,989 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,814 shares; 2025Q1: 6,015 shares; 2025Q2: 7,125 shares; 2025Q3: 7,948 shares; 2025Q4: 5,548 shares 5,548 $1.13M 0.05% -2,400 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: restricted; 2024Q4: not reported; 2025Q1: 428 shares; 2025Q2: 3,062 shares; 2025Q3: 1,707 shares; 2025Q4: 10,471 shares 10,471 $1.1M 0.05% +8,764 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,476 shares; 2025Q1: 3,232 shares; 2025Q2: 11,119 shares; 2025Q3: 3,273 shares; 2025Q4: 12,127 shares 12,127 $1.08M 0.05% +8,854 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 862 shares; 2025Q1: 861 shares; 2025Q2: 3,972 shares; 2025Q3: 4,246 shares; 2025Q4: 10,823 shares 10,823 $1.08M 0.05% +6,577 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,259 shares; 2025Q1: 14,804 shares; 2025Q2: 10,993 shares; 2025Q3: 8,234 shares; 2025Q4: 10,588 shares 10,588 $1.06M 0.05% +2,354 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,408 shares; 2025Q1: 1,370 shares; 2025Q2: 1,381 shares; 2025Q3: 1,531 shares; 2025Q4: 2,835 shares 2,835 $1.03M 0.05% +1,304 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,806 shares; 2025Q1: 5,490 shares; 2025Q2: 6,378 shares; 2025Q3: 5,513 shares; 2025Q4: 6,019 shares 6,019 $1M 0.05% +506 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,802 shares; 2025Q1: 4,869 shares; 2025Q2: 4,850 shares; 2025Q3: 4,575 shares; 2025Q4: 5,837 shares 5,837 $998K 0.05% +1,262 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,716 shares; 2025Q1: 15,205 shares; 2025Q2: 17,962 shares; 2025Q3: 16,109 shares; 2025Q4: 25,481 shares 25,481 $991K 0.05% +9,372 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,406 shares; 2025Q1: 18,571 shares; 2025Q2: 18,746 shares; 2025Q3: 18,971 shares; 2025Q4: 19,162 shares 19,162 $975K 0.05% +191 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 289 shares; 2025Q1: 2,133 shares; 2025Q2: 1,585 shares; 2025Q3: 1,467 shares; 2025Q4: 15,660 shares 15,660 $966K 0.05% +14,193 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,032 shares 18,032 $957K 0.05% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 282 shares; 2025Q1: 745 shares; 2025Q2: 660 shares; 2025Q3: 658 shares; 2025Q4: 6,448 shares 6,448 $939K 0.04% +5,790 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,523 shares; 2025Q1: 1,907 shares; 2025Q2: 6,941 shares; 2025Q3: 1,795 shares; 2025Q4: 7,798 shares 7,798 $930K 0.04% +6,003 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,897 shares 8,897 $906K 0.04% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 784 shares; 2025Q1: 834 shares; 2025Q2: 2,582 shares; 2025Q3: 2,586 shares; 2025Q4: 2,678 shares 2,678 $885K 0.04% +92 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,266 shares 7,266 $873K 0.04% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 546 shares; 2025Q1: 656 shares; 2025Q2: 577 shares; 2025Q3: 448 shares; 2025Q4: 2,380 shares 2,380 $868K 0.04% +1,932 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 932 shares; 2025Q1: 1,110 shares; 2025Q2: 1,615 shares; 2025Q3: 1,613 shares; 2025Q4: 1,691 shares 1,691 $834K 0.04% +78 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,019 shares; 2025Q1: 2,781 shares; 2025Q2: 2,975 shares; 2025Q3: 2,419 shares; 2025Q4: 4,357 shares 4,357 $832K 0.04% +1,938 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: restricted; 2024Q4: 9,925 shares; 2025Q1: 9,978 shares; 2025Q2: 9,008 shares; 2025Q3: 8,937 shares; 2025Q4: 8,949 shares 8,949 $832K 0.04% +12 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,652 shares 17,652 $821K 0.04% new Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,645 shares 4,645 $811K 0.04% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,244 shares; 2025Q1: 8,521 shares; 2025Q2: 10,008 shares; 2025Q3: 9,355 shares; 2025Q4: 12,337 shares 12,337 $804K 0.04% +2,982 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: restricted; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 308 shares; 2025Q3: 303 shares; 2025Q4: 512 shares 512 $803K 0.04% +209 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,254 shares; 2025Q1: 3,107 shares; 2025Q2: 2,942 shares; 2025Q3: 2,657 shares; 2025Q4: 4,018 shares 4,018 $797K 0.04% +1,361 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,168 shares; 2025Q3: 29,409 shares; 2025Q4: 23,294 shares 23,294 $784K 0.04% -6,115 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,397 shares; 2025Q4: 2,389 shares 2,389 $777K 0.04% -8 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,674 shares; 2025Q1: 1,605 shares; 2025Q2: 1,916 shares; 2025Q3: 1,797 shares; 2025Q4: 1,318 shares 1,318 $768K 0.04% -479 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,970 shares; 2025Q1: 3,084 shares; 2025Q2: 3,485 shares; 2025Q3: 3,323 shares; 2025Q4: 5,113 shares 5,113 $761K 0.04% +1,790 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,979 shares; 2025Q1: 5,167 shares; 2025Q2: 1,898 shares; 2025Q3: 1,783 shares; 2025Q4: 38,096 shares 38,096 $758K 0.04% +36,313 Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,212 shares; 2025Q1: 421 shares; 2025Q2: 1,095 shares; 2025Q3: 727 shares; 2025Q4: 29,305 shares 29,305 $736K 0.03% +28,578 PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,490 shares; 2025Q1: 8,548 shares; 2025Q2: 8,222 shares; 2025Q3: 4,917 shares; 2025Q4: 5,033 shares 5,033 $727K 0.03% +116 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152 shares; 2025Q1: 16,918 shares; 2025Q2: 4,626 shares; 2025Q3: 4,007 shares; 2025Q4: 16,453 shares 16,453 $714K 0.03% +12,446 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,837 shares; 2025Q1: 4,176 shares; 2025Q2: 5,649 shares; 2025Q3: 6,223 shares; 2025Q4: 8,066 shares 8,066 $696K 0.03% +1,843 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,661 shares 9,661 $682K 0.03% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 629 shares; 2025Q1: 649 shares; 2025Q2: 501 shares; 2025Q3: 412 shares; 2025Q4: 2,471 shares 2,471 $681K 0.03% +2,059 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,366 shares 12,366 $672K 0.03% new Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 44,826 shares; 2025Q2: 39,283 shares; 2025Q3: 32,723 shares; 2025Q4: 32,985 shares 32,985 $670K 0.03% +262 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140,062 shares; 2025Q1: 7,892 shares; 2025Q2: 7,668 shares; 2025Q3: 7,213 shares; 2025Q4: 14,908 shares 14,908 $667K 0.03% +7,695 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,911 shares; 2025Q1: 3,687 shares; 2025Q2: 4,604 shares; 2025Q3: 3,312 shares; 2025Q4: 3,301 shares 3,301 $667K 0.03% -11 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,345 shares; 2025Q4: 49,460 shares 49,460 $637K 0.03% +46,115 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,248 shares; 2025Q1: 2,210 shares; 2025Q2: 2,644 shares; 2025Q3: 6,360 shares; 2025Q4: 8,876 shares 8,876 $622K 0.03% +2,516 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27 shares; 2025Q1: 529 shares; 2025Q2: 529 shares; 2025Q3: 1,144 shares; 2025Q4: 5,160 shares 5,160 $619K 0.03% +4,016 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: restricted; 2024Q4: 7,499 shares; 2025Q1: 7,598 shares; 2025Q2: 7,668 shares; 2025Q3: 7,308 shares; 2025Q4: 6,913 shares 6,913 $611K 0.03% -395 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,904 shares; 2025Q1: 5,107 shares; 2025Q2: 7,806 shares; 2025Q3: 8,262 shares; 2025Q4: 9,871 shares 9,871 $610K 0.03% +1,609 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,513 shares 21,513 $589K 0.03% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,475 shares; 2025Q1: 1,728 shares; 2025Q2: 1,872 shares; 2025Q3: 1,854 shares; 2025Q4: 2,537 shares 2,537 $588K 0.03% +683 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,994 shares; 2025Q1: 7,159 shares; 2025Q2: 6,756 shares; 2025Q3: 6,414 shares; 2025Q4: 8,318 shares 8,318 $586K 0.03% +1,904 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,190 shares; 2025Q1: 6,271 shares; 2025Q2: 5,281 shares; 2025Q3: 5,137 shares; 2025Q4: 5,372 shares 5,372 $585K 0.03% +235 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 907,983 shares; 2025Q1: 1,016,816 shares; 2025Q2: 1,192,688 shares; 2025Q3: 27,801 shares; 2025Q4: 45,985 shares 45,985 $569K 0.03% +18,184 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,844 shares; 2025Q1: 5,749 shares; 2025Q2: 5,867 shares; 2025Q3: 5,345 shares; 2025Q4: 6,106 shares 6,106 $566K 0.03% +761 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 635 shares; 2025Q1: 665 shares; 2025Q2: 1,010 shares; 2025Q3: 1,002 shares; 2025Q4: 1,032 shares 1,032 $557K 0.03% +30 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,257 shares; 2025Q1: 13,172 shares; 2025Q2: 13,155 shares; 2025Q3: 13,503 shares; 2025Q4: 11,448 shares 11,448 $556K 0.03% -2,055 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 2,594 shares 2,594 $548K 0.03% +2,593 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 11,193 shares 11,193 $545K 0.03% +10,957 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 477 shares; 2025Q1: 9,774 shares; 2025Q2: 3,519 shares; 2025Q3: 3,159 shares; 2025Q4: 3,492 shares 3,492 $544K 0.03% +333 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 12,208 shares 12,208 $542K 0.03% +12,207 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: restricted; 2024Q4: 5,420 shares; 2025Q1: 14,336 shares; 2025Q2: 16,688 shares; 2025Q3: 16,502 shares; 2025Q4: 19,311 shares 19,311 $540K 0.03% +2,809 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 306 shares; 2025Q3: 947 shares; 2025Q4: 2,103 shares 2,103 $538K 0.03% +1,156 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 7,614 shares; 2025Q4: 9,294 shares 9,294 $536K 0.03% +1,680 Timeline DBAW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,371 shares 12,371 $535K 0.03% new 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: restricted; 2024Q4: 652 shares; 2025Q1: 631 shares; 2025Q2: 1,535 shares; 2025Q3: 1,538 shares; 2025Q4: 1,637 shares 1,637 $534K 0.03% +99 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,241 shares; 2025Q1: 1,501 shares; 2025Q2: 1,481 shares; 2025Q3: 656 shares; 2025Q4: 2,676 shares 2,676 $533K 0.03% +2,020 Timeline WHF WHITEHORSE FIN INC More: the full row for WHITEHORSE FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 965,296 shares; 2025Q1: 1,013,374 shares; 2025Q2: 942,066 shares; 2025Q3: 857,976 shares; 2025Q4: 76,922 shares 76,922 $532K 0.03% -781,054 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104 shares; 2025Q1: 185 shares; 2025Q2: 1,157 shares; 2025Q3: 126 shares; 2025Q4: 1,140 shares 1,140 $532K 0.03% +1,014 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,854 shares; 2025Q1: 16,456 shares; 2025Q2: 16,796 shares; 2025Q3: 15,116 shares; 2025Q4: 15,952 shares 15,952 $525K 0.02% +836 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,601 shares; 2025Q1: 3,726 shares; 2025Q2: 2,835 shares; 2025Q3: 2,655 shares; 2025Q4: 2,990 shares 2,990 $519K 0.02% +335 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,519 shares; 2025Q1: 51,595 shares; 2025Q2: 47,481 shares; 2025Q3: 48,531 shares; 2025Q4: 49,091 shares 49,091 $517K 0.02% +560 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,829 shares; 2025Q3: 15,213 shares; 2025Q4: 12,679 shares 12,679 $496K 0.02% -2,534 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56 shares; 2025Q1: 66 shares; 2025Q2: 182 shares; 2025Q3: 155 shares; 2025Q4: 513 shares 513 $493K 0.02% +358 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: 371 shares; 2025Q3: 454 shares; 2025Q4: 2,725 shares 2,725 $493K 0.02% +2,271 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 890 shares; 2025Q1: 1,235 shares; 2025Q2: 1,238 shares; 2025Q3: 1,179 shares; 2025Q4: 1,423 shares 1,423 $487K 0.02% +244 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 170 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,199 shares; 2025Q4: 6,247 shares 6,247 $487K 0.02% +1,048 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,061 shares; 2025Q1: 2,214 shares; 2025Q2: 1,395 shares; 2025Q3: 1,382 shares; 2025Q4: 5,049 shares 5,049 $483K 0.02% +3,667 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,573 shares; 2025Q1: 1,971 shares; 2025Q2: 1,905 shares; 2025Q3: 1,850 shares; 2025Q4: 1,734 shares 1,734 $481K 0.02% -116 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 915 shares; 2025Q1: 905 shares; 2025Q2: 3,198 shares; 2025Q3: 2,036 shares; 2025Q4: 4,282 shares 4,282 $473K 0.02% +2,246 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,058 shares; 2025Q1: 3,227 shares; 2025Q2: 7,135 shares; 2025Q3: 7,157 shares; 2025Q4: 8,454 shares 8,454 $473K 0.02% +1,297 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 271,626 shares; 2025Q1: 281,441 shares; 2025Q2: 296,640 shares; 2025Q3: 326,328 shares; 2025Q4: 9,281 shares 9,281 $472K 0.02% -317,047 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 821 shares; 2025Q1: 548 shares; 2025Q2: 1,826 shares; 2025Q3: 1,782 shares; 2025Q4: 1,813 shares 1,813 $472K 0.02% +31 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,168 shares; 2025Q1: 1,183 shares; 2025Q2: 1,152 shares; 2025Q3: 1,037 shares; 2025Q4: 1,074 shares 1,074 $472K 0.02% +37 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,190 shares; 2025Q1: 7,998 shares; 2025Q2: 8,313 shares; 2025Q3: 7,919 shares; 2025Q4: 7,987 shares 7,987 $471K 0.02% +68 Timeline QQXT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,618 shares 4,618 $464K 0.02% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,069 shares; 2025Q1: 2,399 shares; 2025Q2: 2,021 shares; 2025Q3: 1,349 shares; 2025Q4: 1,402 shares 1,402 $464K 0.02% +53 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,575 shares; 2025Q3: 8,184 shares; 2025Q4: 13,198 shares 13,198 $461K 0.02% +5,014 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 2,776 shares 2,776 $460K 0.02% +2,776 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 973 shares; 2025Q3: 383 shares; 2025Q4: 1,396 shares 1,396 $457K 0.02% +1,013 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 532 shares; 2025Q1: 3,004 shares; 2025Q2: 2,987 shares; 2025Q3: 4,326 shares; 2025Q4: 5,444 shares 5,444 $456K 0.02% +1,118 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 45 shares; 2025Q3: 166 shares; 2025Q4: 3,500 shares 3,500 $446K 0.02% +3,334 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49 shares; 2025Q1: 87 shares; 2025Q2: 266 shares; 2025Q3: 171 shares; 2025Q4: 981 shares 981 $445K 0.02% +810 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 3,337 shares; 2025Q3: 2,882 shares; 2025Q4: 3,032 shares 3,032 $444K 0.02% +150 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,412 shares; 2025Q1: 1,415 shares; 2025Q2: 867 shares; 2025Q3: 728 shares; 2025Q4: 13,075 shares 13,075 $442K 0.02% +12,347 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7,056 shares 7,056 $439K 0.02% +7,049 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: restricted; 2024Q4: 3,256 shares; 2025Q1: 3,348 shares; 2025Q2: 3,667 shares; 2025Q3: 3,361 shares; 2025Q4: 4,012 shares 4,012 $439K 0.02% +651 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 212 shares; 2025Q2: 248 shares; 2025Q3: 227 shares; 2025Q4: 576 shares 576 $437K 0.02% +349 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,569 shares; 2025Q4: 14,567 shares 14,567 $433K 0.02% -2 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 237 shares; 2025Q2: 358 shares; 2025Q3: 3,602 shares; 2025Q4: 5,061 shares 5,061 $433K 0.02% +1,459 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 223 shares; 2025Q4: 2,304 shares 2,304 $432K 0.02% +2,081 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 434 shares; 2025Q1: 431 shares; 2025Q2: 602 shares; 2025Q3: 638 shares; 2025Q4: 644 shares 644 $429K 0.02% +6 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 371 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,855 shares 17,855 $429K 0.02% new Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,164 shares 2,164 $428K 0.02% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 226 shares; 2025Q1: 196 shares; 2025Q2: 4,060 shares; 2025Q3: 2,980 shares; 2025Q4: 4,104 shares 4,104 $419K 0.02% +1,124 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 4,988 shares 4,988 $417K 0.02% +4,603 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: restricted; 2024Q4: 1,103 shares; 2025Q1: 1,103 shares; 2025Q2: 1,103 shares; 2025Q3: 1,836 shares; 2025Q4: 8,025 shares 8,025 $416K 0.02% +6,189 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: restricted; 2024Q4: 588 shares; 2025Q1: 598 shares; 2025Q2: 1,783 shares; 2025Q3: 2,131 shares; 2025Q4: 2,365 shares 2,365 $415K 0.02% +234 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 233 shares; 2025Q4: 8,978 shares 8,978 $413K 0.02% +8,745 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: restricted; 2024Q4: 375 shares; 2025Q1: 550 shares; 2025Q2: 6,722 shares; 2025Q3: 6,403 shares; 2025Q4: 6,468 shares 6,468 $409K 0.02% +65 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 4,399 shares 4,399 $407K 0.02% +4,370 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,604 shares 41,604 $398K 0.02% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 502 shares; 2025Q1: 502 shares; 2025Q2: 502 shares; 2025Q3: 502 shares; 2025Q4: 1,780 shares 1,780 $398K 0.02% +1,278 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 298 shares; 2025Q3: 298 shares; 2025Q4: 15,026 shares 15,026 $381K 0.02% +14,728 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: 50 shares; 2025Q2: 89 shares; 2025Q3: 88 shares; 2025Q4: 108 shares 108 $380K 0.02% +20 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,940 shares; 2025Q1: 1,940 shares; 2025Q2: 1,940 shares; 2025Q3: 1,940 shares; 2025Q4: 1,963 shares 1,963 $378K 0.02% +23 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 510 shares; 2025Q1: 534 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 5,589 shares 5,589 $376K 0.02% +5,079 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 48 shares; 2025Q2: 60 shares; 2025Q3: 200 shares; 2025Q4: 1,544 shares 1,544 $376K 0.02% +1,344 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 693 shares; 2025Q1: 844 shares; 2025Q2: 660 shares; 2025Q3: 687 shares; 2025Q4: 724 shares 724 $373K 0.02% +37 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 27 shares; 2025Q4: 7,107 shares 7,107 $372K 0.02% +7,080 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,304 shares 8,304 $371K 0.02% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,486 shares; 2025Q1: 2,498 shares; 2025Q2: 2,327 shares; 2025Q3: 2,286 shares; 2025Q4: 2,355 shares 2,355 $371K 0.02% +69 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,616 shares 3,616 $367K 0.02% new Timeline QABA FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,142 shares 6,142 $364K 0.02% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,712 shares; 2025Q1: 1,712 shares; 2025Q2: 1,733 shares; 2025Q3: 1,715 shares; 2025Q4: 1,712 shares 1,712 $364K 0.02% -3 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: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: not reported; 2025Q4: 1,713 shares 1,713 $360K 0.02% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,065 shares; 2025Q1: 4,291 shares; 2025Q2: 3,462 shares; 2025Q3: 3,836 shares; 2025Q4: 3,221 shares 3,221 $358K 0.02% -615 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 25 shares; 2025Q3: 385 shares; 2025Q4: 8,226 shares 8,226 $354K 0.02% +7,841 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,773 shares; 2025Q1: 22,073 shares; 2025Q2: 22,448 shares; 2025Q3: 22,698 shares; 2025Q4: 22,798 shares 22,798 $352K 0.02% +100 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,667 shares; 2025Q1: 7,759 shares; 2025Q2: 7,752 shares; 2025Q3: 7,683 shares; 2025Q4: 9,688 shares 9,688 $351K 0.02% +2,005 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: restricted; 2024Q4: 23,011 shares; 2025Q1: 28,539 shares; 2025Q2: 5,621 shares; 2025Q3: 2,930 shares; 2025Q4: 2,870 shares 2,870 $350K 0.02% -60 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,033 shares; 2025Q1: 2,754 shares; 2025Q2: 1,979 shares; 2025Q3: 2,144 shares; 2025Q4: 1,721 shares 1,721 $344K 0.02% -423 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 374 shares; 2025Q1: 350 shares; 2025Q2: 904 shares; 2025Q3: 927 shares; 2025Q4: 1,480 shares 1,480 $333K 0.02% +553 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,210 shares; 2025Q1: 7,210 shares; 2025Q2: 7,210 shares; 2025Q3: 7,210 shares; 2025Q4: 7,210 shares 7,210 $329K 0.02% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 840 shares; 2025Q4: 859 shares 859 $322K 0.02% +19 Timeline ISHARES LARGE CAP VALUE ACT… ISHARES LARGE CAP VALUE ACTIVE ETF More: the full row for ISHARES LARGE CAP VALUE ACTIVE ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,347 shares; 2025Q1: 8,347 shares; 2025Q2: 8,347 shares; 2025Q3: 8,347 shares; 2025Q4: 8,347 shares 8,347 $322K 0.02% 0 YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,982 shares; 2025Q1: 2,048 shares; 2025Q2: 1,982 shares; 2025Q3: 1,985 shares; 2025Q4: 1,981 shares 1,981 $317K 0.02% -4 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,902 shares 4,902 $316K 0.01% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 6 shares; 2025Q3: 3 shares; 2025Q4: 973 shares 973 $316K 0.01% +970 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,131 shares; 2025Q1: 12,070 shares; 2025Q2: 11,441 shares; 2025Q3: 9,511 shares; 2025Q4: 9,913 shares 9,913 $315K 0.01% +402 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: restricted; 2024Q4: 1,000 shares; 2025Q1: 900 shares; 2025Q2: 1,025 shares; 2025Q3: 3,769 shares; 2025Q4: 8,936 shares 8,936 $313K 0.01% +5,167 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,029 shares; 2025Q4: 2,409 shares 2,409 $313K 0.01% +1,380 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 5,261 shares 5,261 $310K 0.01% +5,260 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 550 shares; 2025Q1: 399 shares; 2025Q2: 528 shares; 2025Q3: 459 shares; 2025Q4: 8,958 shares 8,958 $309K 0.01% +8,499 Timeline IBLC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,313 shares 6,313 $306K 0.01% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 484 shares; 2025Q1: 362 shares; 2025Q2: 418 shares; 2025Q3: 387 shares; 2025Q4: 442 shares 442 $301K 0.01% +55 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: restricted; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 2,670 shares; 2025Q3: 3,015 shares; 2025Q4: 3,178 shares 3,178 $301K 0.01% +163 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,545 shares 18,545 $299K 0.01% new 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: restricted; 2024Q4: 417 shares; 2025Q1: 439 shares; 2025Q2: 443 shares; 2025Q3: 545 shares; 2025Q4: 1,024 shares 1,024 $298K 0.01% +479 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,111 shares 4,111 $297K 0.01% 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: restricted; 2024Q4: 743 shares; 2025Q1: 743 shares; 2025Q2: 2,643 shares; 2025Q3: 3,042 shares; 2025Q4: 2,580 shares 2,580 $294K 0.01% -462 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,309 shares; 2025Q1: 4,403 shares; 2025Q2: 1,758 shares; 2025Q3: 1,527 shares; 2025Q4: 1,735 shares 1,735 $291K 0.01% +208 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,950 shares 2,950 $290K 0.01% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,463 shares; 2025Q1: 2,295 shares; 2025Q2: 2,265 shares; 2025Q3: 2,268 shares; 2025Q4: 4,711 shares 4,711 $290K 0.01% +2,443 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: restricted; 2024Q4: 38 shares; 2025Q1: 82 shares; 2025Q2: 298 shares; 2025Q3: 304 shares; 2025Q4: 2,130 shares 2,130 $287K 0.01% +1,826 Timeline FTXH FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,627 shares 8,627 $287K 0.01% new 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: restricted; 2024Q4: 572 shares; 2025Q1: 580 shares; 2025Q2: 923 shares; 2025Q3: 942 shares; 2025Q4: 1,261 shares 1,261 $286K 0.01% +319 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: restricted; 2024Q4: 0 shares; 2025Q1: 3,884 shares; 2025Q2: 2,624 shares; 2025Q3: 2,021 shares; 2025Q4: 2,063 shares 2,063 $286K 0.01% +42 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 804 shares 804 $286K 0.01% new Timeline NTST NETSTREIT CORP More: the full row for NETSTREIT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 638 shares; 2025Q4: 15,461 shares 15,461 $285K 0.01% +14,823 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 964 shares 964 $282K 0.01% +964 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 926 shares; 2025Q3: 1,326 shares; 2025Q4: 2,262 shares 2,262 $281K 0.01% +936 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 292 shares; 2025Q3: 374 shares; 2025Q4: 3,889 shares 3,889 $280K 0.01% +3,515 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,013 shares; 2025Q1: 884 shares; 2025Q2: 1,474 shares; 2025Q3: 1,144 shares; 2025Q4: 1,271 shares 1,271 $279K 0.01% +127 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,177 shares; 2025Q1: 1,233 shares; 2025Q2: 1,266 shares; 2025Q3: 1,195 shares; 2025Q4: 10,094 shares 10,094 $278K 0.01% +8,899 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: 484 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 5,828 shares 5,828 $277K 0.01% +5,428 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,341 shares 2,341 $277K 0.01% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 363 shares; 2025Q1: 5,047 shares; 2025Q2: 5,036 shares; 2025Q3: 3,124 shares; 2025Q4: 2,929 shares 2,929 $277K 0.01% -195 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,582 shares; 2025Q1: 2,965 shares; 2025Q2: 3,529 shares; 2025Q3: 2,965 shares; 2025Q4: 2,965 shares 2,965 $274K 0.01% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 520 shares; 2025Q2: 6,701 shares; 2025Q3: 6,474 shares; 2025Q4: 6,684 shares 6,684 $273K 0.01% +210 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,073 shares; 2025Q1: 1,116 shares; 2025Q2: 1,380 shares; 2025Q3: 493 shares; 2025Q4: 1,442 shares 1,442 $273K 0.01% +949 Timeline CRI CARTERS INC More: the full row for CARTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 232,840 shares; 2025Q1: 236,810 shares; 2025Q2: 7,363 shares; 2025Q3: 6,814 shares; 2025Q4: 7,487 shares 7,487 $271K 0.01% +673 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,143 shares; 2025Q1: 5,551 shares; 2025Q2: 5,668 shares; 2025Q3: 247 shares; 2025Q4: 7,192 shares 7,192 $270K 0.01% +6,945 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,641 shares 5,641 $270K 0.01% new Timeline CANQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,048 shares 9,048 $270K 0.01% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 67 shares; 2025Q2: 59 shares; 2025Q3: 130 shares; 2025Q4: 434 shares 434 $269K 0.01% +304 Timeline CPNJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,672 shares 9,672 $262K 0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 222,871 shares; 2025Q1: 371,497 shares; 2025Q2: 390,033 shares; 2025Q3: 303,721 shares; 2025Q4: 9,457 shares 9,457 $261K 0.01% -294,264 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,078 shares; 2025Q1: 1,856 shares; 2025Q2: 1,820 shares; 2025Q3: 1,995 shares; 2025Q4: 2,130 shares 2,130 $259K 0.01% +135 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,243 shares; 2025Q1: 4,133 shares; 2025Q2: 4,124 shares; 2025Q3: 5,817 shares; 2025Q4: 5,082 shares 5,082 $258K 0.01% -735 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 10 shares; 2025Q4: 454 shares 454 $258K 0.01% +444 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 720 shares 720 $258K 0.01% +643 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,710 shares; 2025Q1: 4,370 shares; 2025Q2: 5,146 shares; 2025Q3: 4,790 shares; 2025Q4: 5,121 shares 5,121 $256K 0.01% +331 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,429 shares 3,429 $255K 0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,750 shares; 2025Q1: 16,155 shares; 2025Q2: 11,609 shares; 2025Q3: 15,077 shares; 2025Q4: 14,687 shares 14,687 $255K 0.01% -390 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: restricted; 2024Q4: 1,454 shares; 2025Q1: 2,430 shares; 2025Q2: 1,680 shares; 2025Q3: 694 shares; 2025Q4: 1,678 shares 1,678 $254K 0.01% +984 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59 shares; 2025Q1: 68 shares; 2025Q2: 958 shares; 2025Q3: 901 shares; 2025Q4: 1,095 shares 1,095 $253K 0.01% +194 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,347 shares; 2025Q1: 14,076 shares; 2025Q2: 2,704 shares; 2025Q3: 2,301 shares; 2025Q4: 3,083 shares 3,083 $253K 0.01% +782 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 5,033 shares 5,033 $253K 0.01% +5,033 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,618 shares; 2025Q1: 6,618 shares; 2025Q2: 6,618 shares; 2025Q3: 6,618 shares; 2025Q4: 6,618 shares 6,618 $249K 0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,252 shares; 2025Q1: 3,252 shares; 2025Q2: 3,252 shares; 2025Q3: 3,252 shares; 2025Q4: 4,248 shares 4,248 $247K 0.01% +996 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,516 shares; 2025Q4: 13,768 shares 13,768 $245K 0.01% +12,252 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,018 shares; 2025Q1: 9,751 shares; 2025Q2: 5,932 shares; 2025Q3: 6,163 shares; 2025Q4: 2,053 shares 2,053 $245K 0.01% -4,110 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,015 shares; 2025Q1: 3,095 shares; 2025Q2: 3,101 shares; 2025Q3: 3,030 shares; 2025Q4: 3,102 shares 3,102 $244K 0.01% +72 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,808 shares; 2025Q1: 1,982 shares; 2025Q2: 1,690 shares; 2025Q3: 1,718 shares; 2025Q4: 1,253 shares 1,253 $244K 0.01% -465 Timeline XRN CHIRON REAL ESTATE INC More: the full row for CHIRON REAL ESTATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 634 shares; 2025Q4: 6,737 shares 6,737 $243K 0.01% +6,103 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,976 shares 3,976 $243K 0.01% new 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: restricted; 2024Q4: 4,463 shares; 2025Q1: 4,463 shares; 2025Q2: 5,959 shares; 2025Q3: 5,844 shares; 2025Q4: 3,231 shares 3,231 $241K 0.01% -2,613 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 256 shares; 2025Q1: 341 shares; 2025Q2: 1,653 shares; 2025Q3: 1,892 shares; 2025Q4: 2,215 shares 2,215 $241K 0.01% +323 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 754 shares; 2025Q1: 1,226 shares; 2025Q2: 1,659 shares; 2025Q3: 1,659 shares; 2025Q4: 2,234 shares 2,234 $240K 0.01% +575 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: restricted; 2024Q4: 7,551 shares; 2025Q1: 7,159 shares; 2025Q2: 7,304 shares; 2025Q3: 6,656 shares; 2025Q4: 5,091 shares 5,091 $239K 0.01% -1,565 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 183 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 2,367 shares 2,367 $239K 0.01% +2,227 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: restricted; 2024Q4: 75,874 shares; 2025Q1: 82,027 shares; 2025Q2: 86,462 shares; 2025Q3: 73,546 shares; 2025Q4: 1,065 shares 1,065 $236K 0.01% -72,481 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 651,106 shares; 2025Q1: 663,740 shares; 2025Q2: 29,945 shares; 2025Q3: 26,465 shares; 2025Q4: 26,908 shares 26,908 $236K 0.01% +443 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 846 shares; 2025Q2: 849 shares; 2025Q3: 851 shares; 2025Q4: 2,365 shares 2,365 $235K 0.01% +1,514 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 921 shares; 2025Q1: 922 shares; 2025Q2: 917 shares; 2025Q3: 1,110 shares; 2025Q4: 2,414 shares 2,414 $232K 0.01% +1,304 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,718 shares; 2025Q1: 7,505 shares; 2025Q2: 7,845 shares; 2025Q3: 6,590 shares; 2025Q4: 8,052 shares 8,052 $230K 0.01% +1,462 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: restricted; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 470 shares; 2025Q3: 506 shares; 2025Q4: 520 shares 520 $230K 0.01% +14 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 1,199 shares; 2025Q3: 1,565 shares; 2025Q4: 1,580 shares 1,580 $229K 0.01% +15 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,514 shares; 2025Q3: 2,527 shares; 2025Q4: 2,551 shares 2,551 $228K 0.01% +24 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: restricted; 2024Q4: 2,939 shares; 2025Q1: 3,055 shares; 2025Q2: 3,057 shares; 2025Q3: 3,262 shares; 2025Q4: 3,737 shares 3,737 $228K 0.01% +475 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,499 shares; 2025Q1: 1,667 shares; 2025Q2: 2,008 shares; 2025Q3: 1,601 shares; 2025Q4: 4,779 shares 4,779 $228K 0.01% +3,178 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 958 shares; 2025Q1: 401 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 483 shares 483 $227K 0.01% +1 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: restricted; 2024Q4: 620 shares; 2025Q1: 743 shares; 2025Q2: 1,595 shares; 2025Q3: 1,472 shares; 2025Q4: 1,638 shares 1,638 $227K 0.01% +166 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: restricted; 2024Q4: 2,041 shares; 2025Q1: 2,097 shares; 2025Q2: 2,774 shares; 2025Q3: 2,736 shares; 2025Q4: 2,880 shares 2,880 $226K 0.01% +144 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: restricted; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 43 shares; 2025Q4: 44 shares 44 $225K 0.01% +1 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 616 shares 616 $223K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,354 shares; 2025Q1: 19,003 shares; 2025Q2: 16,924 shares; 2025Q3: 12,020 shares; 2025Q4: 16,304 shares 16,304 $222K 0.01% +4,284 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 1,627 shares; 2025Q3: 1,795 shares; 2025Q4: 1,644 shares 1,644 $219K 0.01% -151 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,200 shares; 2025Q1: 4,093 shares; 2025Q2: 3,887 shares; 2025Q3: 3,132 shares; 2025Q4: 3,117 shares 3,117 $219K 0.01% -15 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,762 shares; 2025Q1: 20,678 shares; 2025Q2: 2,381 shares; 2025Q3: 2,410 shares; 2025Q4: 4,012 shares 4,012 $218K 0.01% +1,602 Timeline APRH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,671 shares; 2025Q4: 8,738 shares 8,738 $216K 0.01% +67 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 653 shares; 2025Q1: 850 shares; 2025Q2: 759 shares; 2025Q3: 423 shares; 2025Q4: 460 shares 460 $216K 0.01% +37 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,383 shares 3,383 $215K 0.01% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,220 shares; 2025Q1: 2,352 shares; 2025Q2: 1,899 shares; 2025Q3: 1,307 shares; 2025Q4: 1,439 shares 1,439 $215K 0.01% +132 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 879 shares; 2025Q3: 879 shares; 2025Q4: 2,986 shares 2,986 $213K 0.01% +2,107 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,322 shares 1,322 $213K 0.01% new Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 2,159 shares 2,159 $213K 0.01% +1,951 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: restricted; 2024Q4: 3,048 shares; 2025Q1: 3,223 shares; 2025Q2: 3,231 shares; 2025Q3: 3,738 shares; 2025Q4: 3,746 shares 3,746 $212K 0.01% +8 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 83 shares; 2025Q3: 81 shares; 2025Q4: 520 shares 520 $211K 0.01% +439 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,141 shares; 2025Q4: 6,466 shares 6,466 $211K 0.01% +3,325 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 131 shares; 2025Q3: 128 shares; 2025Q4: 229 shares 229 $211K 0.01% +101 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: restricted; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 32 shares; 2025Q4: 155 shares 155 $211K 0.01% +123 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,441 shares; 2025Q1: 2,422 shares; 2025Q2: 2,281 shares; 2025Q3: 1,897 shares; 2025Q4: 1,992 shares 1,992 $207K 0.01% +95 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $205K 0.01% 0 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: restricted; 2024Q4: 337 shares; 2025Q1: 348 shares; 2025Q2: 331 shares; 2025Q3: 339 shares; 2025Q4: 376 shares 376 $205K 0.01% +37 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 944 shares; 2025Q1: 1,453 shares; 2025Q2: 1,392 shares; 2025Q3: 1,383 shares; 2025Q4: 1,242 shares 1,242 $203K 0.01% -141 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,052 shares; 2025Q1: 738 shares; 2025Q2: 877 shares; 2025Q3: 451 shares; 2025Q4: 738 shares 738 $202K 0.01% +287 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,799 shares; 2025Q1: 2,850 shares; 2025Q2: 2,489 shares; 2025Q3: 1,954 shares; 2025Q4: 2,331 shares 2,331 $201K 0.01% +377 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,129 shares; 2025Q2: 4,129 shares; 2025Q3: 4,129 shares; 2025Q4: 3,948 shares 3,948 $201K 0.01% -181 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,331 shares; 2025Q3: 4,009 shares; 2025Q4: 3,993 shares 3,993 $201K 0.01% -16 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 413 shares; 2025Q1: 1,362 shares; 2025Q2: 1,201 shares; 2025Q3: 1,095 shares; 2025Q4: 1,196 shares 1,196 $200K 0.01% +101 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 1,594 shares; 2025Q3: 2,780 shares; 2025Q4: 2,348 shares 2,348 $199K 0.01% -432 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,185 shares 7,185 $198K 0.01% new 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: restricted; 2024Q4: 140 shares; 2025Q1: 380 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 1,263 shares 1,263 $197K 0.01% +882 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,076 shares; 2025Q2: 4,076 shares; 2025Q3: 4,076 shares; 2025Q4: 4,076 shares 4,076 $197K 0.01% 0 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,934 shares 1,934 $197K 0.01% new 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: restricted; 2024Q4: 4,976 shares; 2025Q1: 5,126 shares; 2025Q2: 5,066 shares; 2025Q3: 5,105 shares; 2025Q4: 5,566 shares 5,566 $197K 0.01% +461 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 163 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 1,338 shares 1,338 $197K 0.01% +1,095 Timeline CPSJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,266 shares 7,266 $196K 0.01% new Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,951 shares 3,951 $195K 0.01% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,796 shares; 2025Q4: 3,981 shares 3,981 $194K 0.01% +185 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,077 shares 10,077 $193K 0.01% new Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,122 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares; 2025Q4: 1,465 shares 1,465 $192K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,054 shares 3,054 $191K 0.01% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,454 shares; 2025Q1: 1,454 shares; 2025Q2: 1,488 shares; 2025Q3: 1,215 shares; 2025Q4: 3,629 shares 3,629 $188K 0.01% +2,414 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,768 shares 4,768 $188K 0.01% 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: restricted; 2024Q4: 137 shares; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 578 shares; 2025Q4: 542 shares 542 $188K 0.01% -36 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 1,385 shares 1,385 $186K 0.01% +1,385 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,887 shares; 2025Q1: 2,550 shares; 2025Q2: 2,128 shares; 2025Q3: 2,132 shares; 2025Q4: 2,439 shares 2,439 $184K 0.01% +307 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,227 shares 3,227 $184K 0.01% new Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,786 shares 7,786 $184K 0.01% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 292 shares; 2025Q1: 420 shares; 2025Q2: 831 shares; 2025Q3: 831 shares; 2025Q4: 838 shares 838 $183K 0.01% +7 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: restricted; 2024Q4: 341 shares; 2025Q1: 266 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 759 shares 759 $183K 0.01% +533 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 472 shares; 2025Q1: 355 shares; 2025Q2: 638 shares; 2025Q3: 621 shares; 2025Q4: 684 shares 684 $182K 0.01% +63 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 871 shares; 2025Q1: 964 shares; 2025Q2: 65 shares; 2025Q3: not reported; 2025Q4: 659 shares 659 $179K 0.01% new Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,228 shares; 2025Q4: 5,213 shares 5,213 $179K 0.01% -15 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 444 shares; 2025Q4: 846 shares 846 $178K 0.01% +402 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,188 shares; 2025Q1: 1,189 shares; 2025Q2: 1,128 shares; 2025Q3: 993 shares; 2025Q4: 1,313 shares 1,313 $178K 0.01% +320 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 93 shares; 2025Q4: 547 shares 547 $178K 0.01% +454 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 671 shares; 2025Q1: 372 shares; 2025Q2: 322 shares; 2025Q3: 410 shares; 2025Q4: 2,444 shares 2,444 $177K 0.01% +2,034 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 86 shares 86 $177K 0.01% +9 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72 shares; 2025Q1: 74 shares; 2025Q2: 64 shares; 2025Q3: 56 shares; 2025Q4: 732 shares 732 $176K 0.01% +676 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 715 shares; 2025Q1: 699 shares; 2025Q2: 510 shares; 2025Q3: 495 shares; 2025Q4: 510 shares 510 $175K 0.01% +15 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 710 shares; 2025Q3: 711 shares; 2025Q4: 1,049 shares 1,049 $175K 0.01% +338 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18 shares; 2025Q1: 191 shares; 2025Q2: 823 shares; 2025Q3: 350 shares; 2025Q4: 1,028 shares 1,028 $175K 0.01% +678 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,412 shares 14,412 $174K 0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,074 shares; 2025Q1: 1,125 shares; 2025Q2: 775 shares; 2025Q3: 1,013 shares; 2025Q4: 1,002 shares 1,002 $174K 0.01% -11 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,214 shares; 2025Q1: 1,204 shares; 2025Q2: 1,204 shares; 2025Q3: 1,544 shares; 2025Q4: 1,568 shares 1,568 $173K 0.01% +24 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: restricted; 2024Q4: 223 shares; 2025Q1: 154 shares; 2025Q2: 1,358 shares; 2025Q3: 1,675 shares; 2025Q4: 2,247 shares 2,247 $172K 0.01% +572 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,134 shares 3,134 $171K 0.01% new Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,633 shares; 2025Q1: 9,441 shares; 2025Q2: 6,656 shares; 2025Q3: 5,212 shares; 2025Q4: 4,782 shares 4,782 $171K 0.01% -430 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: restricted; 2024Q4: 262 shares; 2025Q1: 308 shares; 2025Q2: 191 shares; 2025Q3: 464 shares; 2025Q4: 578 shares 578 $171K 0.01% +114 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 507 shares; 2025Q1: 345 shares; 2025Q2: 1,329 shares; 2025Q3: 1,536 shares; 2025Q4: 1,588 shares 1,588 $171K 0.01% +52 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: restricted; 2024Q4: 194 shares; 2025Q1: 3,931 shares; 2025Q2: 1,471 shares; 2025Q3: 3,554 shares; 2025Q4: 3,617 shares 3,617 $171K 0.01% +63 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,014 shares; 2025Q1: 6,350 shares; 2025Q2: 2,599 shares; 2025Q3: 2,901 shares; 2025Q4: 3,072 shares 3,072 $170K 0.01% +171 Timeline LEGR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 2,740 shares 2,740 $169K 0.01% +2,662 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: restricted; 2024Q4: 1,824 shares; 2025Q1: 663 shares; 2025Q2: 749 shares; 2025Q3: 715 shares; 2025Q4: 877 shares 877 $168K 0.01% +162 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 138 shares; 2025Q1: 141 shares; 2025Q2: 413 shares; 2025Q3: 361 shares; 2025Q4: 703 shares 703 $168K 0.01% +342 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: restricted; 2024Q4: 8,290 shares; 2025Q1: 7,452 shares; 2025Q2: 6,145 shares; 2025Q3: 4,872 shares; 2025Q4: 11,361 shares 11,361 $165K 0.01% +6,489 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,711 shares; 2025Q1: 1,711 shares; 2025Q2: 1,711 shares; 2025Q3: 1,711 shares; 2025Q4: 8,423 shares 8,423 $164K 0.01% +6,712 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 588 shares; 2025Q1: 792 shares; 2025Q2: 1,038 shares; 2025Q3: 826 shares; 2025Q4: 902 shares 902 $164K 0.01% +76 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: restricted; 2024Q4: 218 shares; 2025Q1: 2,856 shares; 2025Q2: 446 shares; 2025Q3: 514 shares; 2025Q4: 1,303 shares 1,303 $163K 0.01% +789 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: not reported; 2025Q4: 1,330 shares 1,330 $161K 0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,778 shares; 2025Q1: 3,619 shares; 2025Q2: 3,651 shares; 2025Q3: 1,217 shares; 2025Q4: 5,780 shares 5,780 $161K 0.01% +4,563 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,663 shares; 2025Q1: 1,830 shares; 2025Q2: 846 shares; 2025Q3: 389 shares; 2025Q4: 1,822 shares 1,822 $160K 0.01% +1,433 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 1,309 shares 1,309 $159K 0.01% +1,305 Timeline AHRT AH RLTY TR INC More: the full row for AH RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 884,582 shares; 2025Q1: 1,400,581 shares; 2025Q2: 1,184,670 shares; 2025Q3: 23,002 shares; 2025Q4: 22,554 shares 22,554 $159K 0.01% -448 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 99 shares; 2025Q4: 384 shares 384 $159K 0.01% +285 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,689 shares; 2025Q1: 178 shares; 2025Q2: 1,084 shares; 2025Q3: 911 shares; 2025Q4: 1,449 shares 1,449 $158K 0.01% +538 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,284 shares 1,284 $158K 0.01% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107 shares; 2025Q1: 157 shares; 2025Q2: 283 shares; 2025Q3: 364 shares; 2025Q4: 484 shares 484 $158K 0.01% +120 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156 shares; 2025Q1: 530 shares; 2025Q2: 4,277 shares; 2025Q3: 6,232 shares; 2025Q4: 3,098 shares 3,098 $157K 0.01% -3,134 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,225 shares; 2025Q1: 3,225 shares; 2025Q2: 3,225 shares; 2025Q3: 3,225 shares; 2025Q4: 3,225 shares 3,225 $156K 0.01% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 363 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 1,454 shares 1,454 $154K 0.01% +1,404 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: restricted; 2024Q4: 684 shares; 2025Q1: 687 shares; 2025Q2: 871 shares; 2025Q3: 686 shares; 2025Q4: 686 shares 686 $153K 0.01% 0 Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,993 shares 2,993 $152K 0.01% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 421 shares; 2025Q1: 445 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 530 shares 530 $152K 0.01% +119 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,646 shares; 2025Q1: 14,831 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,740 shares 10,740 $151K 0.01% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 970 shares; 2025Q1: 892 shares; 2025Q2: 872 shares; 2025Q3: 1,025 shares; 2025Q4: 1,582 shares 1,582 $149K 0.01% +557 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: restricted; 2024Q4: 571 shares; 2025Q1: 582 shares; 2025Q2: 572 shares; 2025Q3: 632 shares; 2025Q4: 665 shares 665 $147K 0.01% +33 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: restricted; 2024Q4: 300 shares; 2025Q1: 380 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 530 shares 530 $146K 0.01% +225 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,251 shares; 2025Q1: 1,363 shares; 2025Q2: 444 shares; 2025Q3: 362 shares; 2025Q4: 781 shares 781 $146K 0.01% +419 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 742 shares; 2025Q1: 1,055 shares; 2025Q2: 2,899 shares; 2025Q3: 1,330 shares; 2025Q4: 912 shares 912 $145K 0.01% -418 Timeline TLTI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,125 shares 3,125 $144K 0.01% 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: restricted; 2024Q4: 503 shares; 2025Q1: 630 shares; 2025Q2: 594 shares; 2025Q3: 539 shares; 2025Q4: 625 shares 625 $143K 0.01% +86 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,175 shares; 2025Q4: 1,933 shares 1,933 $143K 0.01% -242 Timeline GLAD GLADSTONE CAP CORP More: the full row for GLADSTONE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,771 shares 6,771 $143K 0.01% 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: restricted; 2024Q4: 987 shares; 2025Q1: 988 shares; 2025Q2: 993 shares; 2025Q3: 994 shares; 2025Q4: 1,084 shares 1,084 $143K 0.01% +90 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: restricted; 2024Q4: 988 shares; 2025Q1: 1,067 shares; 2025Q2: 1,018 shares; 2025Q3: 997 shares; 2025Q4: 1,013 shares 1,013 $142K 0.01% +16 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: restricted; 2024Q4: 562 shares; 2025Q1: 1,630 shares; 2025Q2: 1,526 shares; 2025Q3: 3,085 shares; 2025Q4: 1,773 shares 1,773 $141K 0.01% -1,312 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: restricted; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 1,879 shares 1,879 $140K 0.01% +1,340 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,972 shares; 2025Q1: 21,526 shares; 2025Q2: 1,741 shares; 2025Q3: 1,723 shares; 2025Q4: 2,795 shares 2,795 $140K 0.01% +1,072 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 256 shares 256 $138K 0.01% +19 Timeline