RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,386 shares; 2024Q4: 261,426 shares; 2025Q1: 261,426 shares; 2025Q2: 261,426 shares; 2025Q3: 261,426 shares; 2025Q4: 261,574 shares 261,574 $20.6M 4.63% +148 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,666 shares; 2024Q4: 500,031 shares; 2025Q1: 500,522 shares; 2025Q2: 524,314 shares; 2025Q3: 522,260 shares; 2025Q4: 531,813 shares 531,813 $16.8M 3.77% +9,553 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: 160,756 shares; 2024Q4: 473,174 shares; 2025Q1: 482,234 shares; 2025Q2: 465,630 shares; 2025Q3: 468,236 shares; 2025Q4: 460,502 shares 460,502 $13.2M 2.97% -7,734 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: 17,877 shares; 2024Q4: 18,376 shares; 2025Q1: 19,039 shares; 2025Q2: 18,821 shares; 2025Q3: 18,813 shares; 2025Q4: 18,807 shares 18,807 $12.7M 2.86% -6 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,029 shares; 2024Q4: 269,719 shares; 2025Q1: 275,037 shares; 2025Q2: 275,852 shares; 2025Q3: 278,987 shares; 2025Q4: 280,490 shares 280,490 $12.3M 2.76% +1,503 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: 75,897 shares; 2024Q4: 78,982 shares; 2025Q1: 80,473 shares; 2025Q2: 79,621 shares; 2025Q3: 81,308 shares; 2025Q4: 83,782 shares 83,782 $12.3M 2.76% +2,474 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: 31,003 shares; 2024Q4: 36,310 shares; 2025Q1: 35,843 shares; 2025Q2: 35,891 shares; 2025Q3: 35,830 shares; 2025Q4: 67,382 shares 67,382 $12M 2.69% +31,552 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,244 shares; 2024Q4: 367,870 shares; 2025Q1: 369,254 shares; 2025Q2: 375,000 shares; 2025Q3: 374,609 shares; 2025Q4: 388,298 shares 388,298 $11.7M 2.63% +13,689 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,181 shares; 2024Q4: 433,814 shares; 2025Q1: 433,969 shares; 2025Q2: 435,237 shares; 2025Q3: 435,543 shares; 2025Q4: 436,678 shares 436,678 $11.7M 2.62% +1,135 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,232 shares; 2024Q4: 349,996 shares; 2025Q1: 353,307 shares; 2025Q2: 350,577 shares; 2025Q3: 349,311 shares; 2025Q4: 359,910 shares 359,910 $11.4M 2.56% +10,599 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: 27,257 shares; 2024Q4: 29,854 shares; 2025Q1: 30,396 shares; 2025Q2: 31,039 shares; 2025Q3: 29,288 shares; 2025Q4: 43,816 shares 43,816 $10.8M 2.43% +14,528 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: 124,377 shares; 2024Q4: 124,780 shares; 2025Q1: 126,086 shares; 2025Q2: 124,540 shares; 2025Q3: 125,240 shares; 2025Q4: 127,998 shares 127,998 $10.7M 2.41% +2,758 Timeline DLN 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: 101,404 shares; 2024Q4: 106,631 shares; 2025Q1: 108,358 shares; 2025Q2: 111,545 shares; 2025Q3: 113,370 shares; 2025Q4: 119,283 shares 119,283 $10.6M 2.38% +5,913 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: 49,753 shares; 2024Q4: 52,641 shares; 2025Q1: 53,961 shares; 2025Q2: 52,601 shares; 2025Q3: 53,668 shares; 2025Q4: 53,800 shares 53,800 $10.5M 2.37% +132 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: 58,580 shares; 2024Q4: 58,224 shares; 2025Q1: 59,157 shares; 2025Q2: 61,592 shares; 2025Q3: 62,797 shares; 2025Q4: 61,654 shares 61,654 $8.96M 2.01% -1,143 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,770 shares; 2024Q4: 38,599 shares; 2025Q1: 57,468 shares; 2025Q2: 63,121 shares; 2025Q3: 79,075 shares; 2025Q4: 108,610 shares 108,610 $8.45M 1.9% +29,535 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: 34,760 shares; 2024Q4: 38,158 shares; 2025Q1: 39,699 shares; 2025Q2: 38,842 shares; 2025Q3: 39,173 shares; 2025Q4: 42,667 shares 42,667 $8.35M 1.87% +3,494 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: 7,680 shares; 2024Q4: 8,600 shares; 2025Q1: 8,829 shares; 2025Q2: 8,652 shares; 2025Q3: 8,647 shares; 2025Q4: 17,536 shares 17,536 $7.97M 1.79% +8,889 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,812 shares; 2024Q4: 119,714 shares; 2025Q1: 160,651 shares; 2025Q2: 172,022 shares; 2025Q3: 204,059 shares; 2025Q4: 297,636 shares 297,636 $7.88M 1.77% +93,577 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,958 shares; 2024Q4: 100,758 shares; 2025Q1: 97,327 shares; 2025Q2: 96,329 shares; 2025Q3: 94,571 shares; 2025Q4: 97,318 shares 97,318 $7.71M 1.73% +2,747 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: 155,708 shares; 2024Q4: 157,333 shares; 2025Q1: 158,403 shares; 2025Q2: 157,299 shares; 2025Q3: 151,759 shares; 2025Q4: 148,004 shares 148,004 $6.97M 1.56% -3,755 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: 13,924 shares; 2024Q4: 14,412 shares; 2025Q1: 14,555 shares; 2025Q2: 14,339 shares; 2025Q3: 14,461 shares; 2025Q4: 15,014 shares 15,014 $6.89M 1.55% +553 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,007 shares; 2024Q4: 256,717 shares; 2025Q1: 250,652 shares; 2025Q2: 250,238 shares; 2025Q3: 247,046 shares; 2025Q4: 246,129 shares 246,129 $6.45M 1.45% -917 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,389 shares; 2024Q4: 89,180 shares; 2025Q1: 89,396 shares; 2025Q2: 88,533 shares; 2025Q3: 88,256 shares; 2025Q4: 85,971 shares 85,971 $6.24M 1.4% -2,285 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,122 shares; 2024Q4: 89,284 shares; 2025Q1: 89,396 shares; 2025Q2: 90,200 shares; 2025Q3: 92,829 shares; 2025Q4: 92,928 shares 92,928 $6.07M 1.36% +99 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,233 shares; 2024Q4: 159,410 shares; 2025Q1: 156,053 shares; 2025Q2: 183,258 shares; 2025Q3: 188,906 shares; 2025Q4: 197,201 shares 197,201 $5.45M 1.22% +8,295 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: 73,616 shares; 2024Q4: 84,861 shares; 2025Q1: 90,301 shares; 2025Q2: 78,933 shares; 2025Q3: 79,445 shares; 2025Q4: 78,552 shares 78,552 $4.79M 1.08% -893 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,042 shares; 2024Q4: 34,355 shares; 2025Q1: 34,735 shares; 2025Q2: 36,302 shares; 2025Q3: 36,907 shares; 2025Q4: 37,633 shares 37,633 $4.76M 1.07% +726 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: 175,667 shares; 2024Q4: 175,436 shares; 2025Q1: 175,366 shares; 2025Q2: 175,700 shares; 2025Q3: 175,493 shares; 2025Q4: 182,254 shares 182,254 $4.65M 1.04% +6,761 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: 5,756 shares; 2024Q4: 7,480 shares; 2025Q1: 7,737 shares; 2025Q2: 8,859 shares; 2025Q3: 8,871 shares; 2025Q4: 19,926 shares 19,926 $4.6M 1.03% +11,055 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: 8,283 shares; 2024Q4: 8,455 shares; 2025Q1: 8,565 shares; 2025Q2: 8,701 shares; 2025Q3: 9,127 shares; 2025Q4: 9,512 shares 9,512 $4.5M 1.01% +385 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: 4,646 shares; 2024Q4: 5,236 shares; 2025Q1: 6,049 shares; 2025Q2: 5,536 shares; 2025Q3: 5,866 shares; 2025Q4: 6,717 shares 6,717 $4.19M 0.94% +851 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,075 shares; 2024Q4: 87,458 shares; 2025Q1: 89,476 shares; 2025Q2: 85,866 shares; 2025Q3: 85,021 shares; 2025Q4: 82,466 shares 82,466 $4.18M 0.94% -2,555 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: 6,565 shares; 2024Q4: 6,590 shares; 2025Q1: 6,540 shares; 2025Q2: 6,533 shares; 2025Q3: 6,477 shares; 2025Q4: 6,593 shares 6,593 $4.01M 0.9% +116 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: 1,389 shares; 2024Q4: 3,068 shares; 2025Q1: 3,051 shares; 2025Q2: 2,782 shares; 2025Q3: 2,695 shares; 2025Q4: 10,752 shares 10,752 $3.46M 0.78% +8,057 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: 10,704 shares; 2024Q4: 11,019 shares; 2025Q1: 10,864 shares; 2025Q2: 10,290 shares; 2025Q3: 11,020 shares; 2025Q4: 11,517 shares 11,517 $3.4M 0.76% +497 Timeline VNLA 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: 63,695 shares; 2024Q4: 57,142 shares; 2025Q1: 65,672 shares; 2025Q2: 65,477 shares; 2025Q3: 65,771 shares; 2025Q4: 64,826 shares 64,826 $3.19M 0.72% -945 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,262 shares; 2024Q4: 3,429 shares; 2025Q1: 3,496 shares; 2025Q2: 3,555 shares; 2025Q3: 3,908 shares; 2025Q4: 4,281 shares 4,281 $3.16M 0.71% +373 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: 10,080 shares; 2024Q4: 10,802 shares; 2025Q1: 11,171 shares; 2025Q2: 10,306 shares; 2025Q3: 10,611 shares; 2025Q4: 11,065 shares 11,065 $3.01M 0.68% +454 Timeline BSCQ 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: 32,593 shares; 2024Q4: 36,501 shares; 2025Q1: 49,220 shares; 2025Q2: 80,652 shares; 2025Q3: 100,412 shares; 2025Q4: 151,927 shares 151,927 $2.97M 0.67% +51,515 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: 14,064 shares; 2024Q4: 14,785 shares; 2025Q1: 14,796 shares; 2025Q2: 18,346 shares; 2025Q3: 19,131 shares; 2025Q4: 20,018 shares 20,018 $2.85M 0.64% +887 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: 7,253 shares; 2024Q4: 7,283 shares; 2025Q1: 7,433 shares; 2025Q2: 7,444 shares; 2025Q3: 7,442 shares; 2025Q4: 8,511 shares 8,511 $2.77M 0.62% +1,069 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: 1,222 shares; 2024Q4: 2,220 shares; 2025Q1: 2,181 shares; 2025Q2: 2,383 shares; 2025Q3: 2,432 shares; 2025Q4: 8,302 shares 8,302 $2.67M 0.6% +5,870 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: 4,844 shares; 2024Q4: 5,373 shares; 2025Q1: 5,592 shares; 2025Q2: 5,653 shares; 2025Q3: 5,652 shares; 2025Q4: 8,690 shares 8,690 $2.63M 0.59% +3,038 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: not reported; 2024Q4: 1,285 shares; 2025Q1: 2,178 shares; 2025Q2: 2,341 shares; 2025Q3: 2,266 shares; 2025Q4: 7,623 shares 7,623 $2.54M 0.57% +5,357 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: 1,294 shares; 2024Q4: 1,816 shares; 2025Q1: 1,876 shares; 2025Q2: 1,757 shares; 2025Q3: 1,729 shares; 2025Q4: 4,122 shares 4,122 $2.49M 0.56% +2,393 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,026 shares; 2024Q4: 14,145 shares; 2025Q1: 14,274 shares; 2025Q2: 15,864 shares; 2025Q3: 16,007 shares; 2025Q4: 16,025 shares 16,025 $2.28M 0.51% +18 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,088 shares; 2025Q1: 24,170 shares; 2025Q2: 27,054 shares; 2025Q3: 28,535 shares; 2025Q4: 28,729 shares 28,729 $2.24M 0.5% +194 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,648 shares; 2024Q4: 16,655 shares; 2025Q1: 16,659 shares; 2025Q2: 16,665 shares; 2025Q3: 16,667 shares; 2025Q4: 16,672 shares 16,672 $2.19M 0.49% +5 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,316 shares; 2024Q4: 8,316 shares; 2025Q1: 12,350 shares; 2025Q2: 12,435 shares; 2025Q3: 15,490 shares; 2025Q4: 49,667 shares 49,667 $2.17M 0.49% +34,177 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: 24,193 shares; 2024Q4: 23,999 shares; 2025Q1: 24,633 shares; 2025Q2: 24,545 shares; 2025Q3: 23,607 shares; 2025Q4: 23,051 shares 23,051 $2.16M 0.48% -556 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,052 shares 34,052 $2.04M 0.46% new Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,930 shares 83,930 $1.93M 0.43% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,262 shares; 2024Q4: 77,091 shares; 2025Q1: 77,551 shares; 2025Q2: 77,242 shares; 2025Q3: 77,241 shares; 2025Q4: 77,554 shares 77,554 $1.92M 0.43% +313 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,683 shares; 2025Q1: 24,625 shares; 2025Q2: 24,388 shares; 2025Q3: 23,932 shares; 2025Q4: 23,872 shares 23,872 $1.91M 0.43% -60 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: 1,218 shares; 2024Q4: 2,847 shares; 2025Q1: 2,602 shares; 2025Q2: 2,734 shares; 2025Q3: 2,735 shares; 2025Q4: 4,430 shares 4,430 $1.86M 0.42% +1,695 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,932 shares; 2024Q4: 27,863 shares; 2025Q1: 28,261 shares; 2025Q2: 28,073 shares; 2025Q3: 37,764 shares; 2025Q4: 49,691 shares 49,691 $1.85M 0.41% +11,927 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,578 shares; 2024Q4: 35,122 shares; 2025Q1: 43,390 shares; 2025Q2: 43,945 shares; 2025Q3: 48,056 shares; 2025Q4: 49,396 shares 49,396 $1.76M 0.4% +1,340 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: not reported; 2024Q4: 271 shares; 2025Q1: 309 shares; 2025Q2: 263 shares; 2025Q3: 269 shares; 2025Q4: 1,679 shares 1,679 $1.75M 0.39% +1,410 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: 16,138 shares; 2024Q4: 16,504 shares; 2025Q1: 16,870 shares; 2025Q2: 16,870 shares; 2025Q3: 16,870 shares; 2025Q4: 16,870 shares 16,870 $1.67M 0.38% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,047 shares; 2024Q4: 3,497 shares; 2025Q1: 3,608 shares; 2025Q2: 3,767 shares; 2025Q3: 3,766 shares; 2025Q4: 6,868 shares 6,868 $1.5M 0.34% +3,102 Timeline SCHC 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: 16,659 shares; 2024Q4: 27,625 shares; 2025Q1: 29,057 shares; 2025Q2: 29,077 shares; 2025Q3: 29,162 shares; 2025Q4: 31,502 shares 31,502 $1.49M 0.33% +2,340 Timeline BSCR 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: 27,548 shares; 2024Q4: not reported; 2025Q1: 13,852 shares; 2025Q2: 31,865 shares; 2025Q3: 48,910 shares; 2025Q4: 74,567 shares 74,567 $1.47M 0.33% +25,657 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,889 shares; 2024Q4: not reported; 2025Q1: 29,693 shares; 2025Q2: 29,693 shares; 2025Q3: 29,693 shares; 2025Q4: 29,693 shares 29,693 $1.43M 0.32% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,687 shares 27,687 $1.35M 0.3% new Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,331 shares; 2024Q4: 18,104 shares; 2025Q1: 20,798 shares; 2025Q2: 21,036 shares; 2025Q3: 33,448 shares; 2025Q4: 32,139 shares 32,139 $1.29M 0.29% -1,309 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: 7,930 shares; 2024Q4: 7,910 shares; 2025Q1: 8,499 shares; 2025Q2: 8,586 shares; 2025Q3: 8,586 shares; 2025Q4: 11,646 shares 11,646 $1.28M 0.29% +3,060 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: 578 shares; 2024Q4: 707 shares; 2025Q1: 708 shares; 2025Q2: 841 shares; 2025Q3: 841 shares; 2025Q4: 1,297 shares 1,297 $1.25M 0.28% +456 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,873 shares; 2024Q4: 26,979 shares; 2025Q1: 27,007 shares; 2025Q2: 22,986 shares; 2025Q3: 22,391 shares; 2025Q4: 23,208 shares 23,208 $1.24M 0.28% +817 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,445 shares; 2024Q4: 57,048 shares; 2025Q1: 59,739 shares; 2025Q2: 47,927 shares; 2025Q3: 44,411 shares; 2025Q4: 53,956 shares 53,956 $1.22M 0.27% +9,545 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: 804 shares; 2024Q4: 1,177 shares; 2025Q1: 1,316 shares; 2025Q2: 1,514 shares; 2025Q3: 1,514 shares; 2025Q4: 3,440 shares 3,440 $1.21M 0.27% +1,926 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: 2,877 shares; 2024Q4: 3,371 shares; 2025Q1: 3,394 shares; 2025Q2: 3,389 shares; 2025Q3: 3,395 shares; 2025Q4: 5,602 shares 5,602 $1.2M 0.27% +2,207 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,850 shares; 2024Q4: 7,850 shares; 2025Q1: 7,850 shares; 2025Q2: 7,850 shares; 2025Q3: 7,999 shares; 2025Q4: 7,999 shares 7,999 $1.17M 0.26% 0 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: not reported; 2024Q4: not reported; 2025Q1: 912 shares; 2025Q2: not reported; 2025Q3: 2,852 shares; 2025Q4: 3,594 shares 3,594 $1.15M 0.26% +742 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: 1,421 shares; 2024Q4: 2,192 shares; 2025Q1: 2,185 shares; 2025Q2: 4,657 shares; 2025Q3: 4,657 shares; 2025Q4: 5,244 shares 5,244 $1.12M 0.25% +587 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,605 shares; 2024Q4: 1,653 shares; 2025Q1: 3,163 shares; 2025Q2: 3,174 shares; 2025Q3: 3,186 shares; 2025Q4: 3,430 shares 3,430 $1.11M 0.25% +244 Timeline SPSK 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: 54,672 shares; 2024Q4: 55,290 shares; 2025Q1: 57,244 shares; 2025Q2: 57,429 shares; 2025Q3: 57,611 shares; 2025Q4: 58,330 shares 58,330 $1.06M 0.24% +719 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 1,339 shares; 2025Q1: 1,364 shares; 2025Q2: 1,969 shares; 2025Q3: 2,004 shares; 2025Q4: 3,078 shares 3,078 $1.04M 0.23% +1,074 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,842 shares 2,842 $1.04M 0.23% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,674 shares; 2024Q4: 2,674 shares; 2025Q1: 2,674 shares; 2025Q2: 2,674 shares; 2025Q3: 2,674 shares; 2025Q4: 2,674 shares 2,674 $1.03M 0.23% 0 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: 9,907 shares; 2024Q4: 9,413 shares; 2025Q1: 11,399 shares; 2025Q2: 9,913 shares; 2025Q3: 14,278 shares; 2025Q4: 16,755 shares 16,755 $965K 0.22% +2,477 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: 5,494 shares; 2024Q4: 8,043 shares; 2025Q1: 8,279 shares; 2025Q2: 7,998 shares; 2025Q3: 7,998 shares; 2025Q4: 16,974 shares 16,974 $884K 0.2% +8,976 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,058 shares 1,058 $870K 0.2% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,990 shares; 2024Q4: 20,923 shares; 2025Q1: 19,104 shares; 2025Q2: 19,117 shares; 2025Q3: 9,571 shares; 2025Q4: 7,171 shares 7,171 $859K 0.19% -2,400 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: 6,179 shares; 2024Q4: 7,096 shares; 2025Q1: 7,096 shares; 2025Q2: 7,096 shares; 2025Q3: 7,096 shares; 2025Q4: 7,096 shares 7,096 $858K 0.19% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,853 shares 3,853 $857K 0.19% new 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: not reported; 2024Q4: 389 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: not reported; 2025Q4: 1,601 shares 1,601 $851K 0.19% new 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: 758 shares; 2024Q4: 759 shares; 2025Q1: 759 shares; 2025Q2: 1,267 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $851K 0.19% 0 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: 17,202 shares; 2024Q4: 19,531 shares; 2025Q1: 24,293 shares; 2025Q2: 23,394 shares; 2025Q3: 22,387 shares; 2025Q4: 35,576 shares 35,576 $834K 0.19% +13,189 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 585 shares; 2025Q3: not reported; 2025Q4: 2,467 shares 2,467 $833K 0.19% new 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: 10,976 shares; 2024Q4: 11,077 shares; 2025Q1: 11,619 shares; 2025Q2: 11,619 shares; 2025Q3: 11,619 shares; 2025Q4: 11,620 shares 11,620 $829K 0.19% +1 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,073 shares; 2025Q1: 3,068 shares; 2025Q2: 5,512 shares; 2025Q3: 5,512 shares; 2025Q4: 5,504 shares 5,504 $819K 0.18% -8 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: 2,297 shares; 2024Q4: 2,304 shares; 2025Q1: 2,390 shares; 2025Q2: 2,390 shares; 2025Q3: 2,390 shares; 2025Q4: 2,390 shares 2,390 $782K 0.18% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,285 shares 6,285 $746K 0.17% new Timeline UFOX 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: 10,865 shares; 2024Q4: 11,380 shares; 2025Q1: 11,392 shares; 2025Q2: 11,406 shares; 2025Q3: 11,415 shares; 2025Q4: 11,426 shares 11,426 $739K 0.17% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,156 shares; 2025Q3: 1,175 shares; 2025Q4: 3,907 shares 3,907 $703K 0.16% +2,732 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,465 shares; 2025Q4: 8,105 shares 8,105 $702K 0.16% +5,640 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,544 shares; 2025Q1: 14,968 shares; 2025Q2: 14,968 shares; 2025Q3: 14,968 shares; 2025Q4: 14,968 shares 14,968 $699K 0.16% 0 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,524 shares; 2024Q4: 11,382 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,713 shares; 2025Q4: 35,699 shares 35,699 $691K 0.16% +11,986 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136 shares 136 $684K 0.15% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,548 shares 6,548 $646K 0.14% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,489 shares; 2024Q4: 5,525 shares; 2025Q1: 5,525 shares; 2025Q2: 5,526 shares; 2025Q3: 5,526 shares; 2025Q4: 5,526 shares 5,526 $593K 0.13% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: 2,095 shares; 2025Q1: 2,101 shares; 2025Q2: 2,230 shares; 2025Q3: 2,550 shares; 2025Q4: 2,743 shares 2,743 $592K 0.13% +193 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,757 shares; 2025Q3: 4,366 shares; 2025Q4: 5,536 shares 5,536 $592K 0.13% +1,170 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,831 shares; 2024Q4: 3,831 shares; 2025Q1: 3,831 shares; 2025Q2: 6,307 shares; 2025Q3: 6,472 shares; 2025Q4: 6,472 shares 6,472 $584K 0.13% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,370 shares; 2025Q1: 2,371 shares; 2025Q2: 2,355 shares; 2025Q3: 2,357 shares; 2025Q4: 2,570 shares 2,570 $570K 0.13% +213 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,083 shares 2,083 $562K 0.13% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,677 shares 2,677 $546K 0.12% new Timeline BSCS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,341 shares; 2025Q4: 26,410 shares 26,410 $542K 0.12% +6,069 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 2,522 shares; 2025Q1: 2,581 shares; 2025Q2: 2,758 shares; 2025Q3: 2,745 shares; 2025Q4: 4,937 shares 4,937 $540K 0.12% +2,192 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,922 shares 6,922 $539K 0.12% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,920 shares 3,920 $537K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,224 shares 1,224 $530K 0.12% new 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: 3,541 shares; 2024Q4: 4,141 shares; 2025Q1: 2,609 shares; 2025Q2: 2,831 shares; 2025Q3: 3,058 shares; 2025Q4: 4,016 shares 4,016 $524K 0.12% +958 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: 16,618 shares; 2025Q1: 16,986 shares; 2025Q2: 17,036 shares; 2025Q3: 17,036 shares; 2025Q4: 17,036 shares 17,036 $520K 0.12% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,586 shares 2,586 $519K 0.12% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,960 shares; 2025Q1: 2,985 shares; 2025Q2: 3,120 shares; 2025Q3: 2,483 shares; 2025Q4: 4,582 shares 4,582 $517K 0.12% +2,099 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,566 shares; 2025Q3: 4,719 shares; 2025Q4: 4,800 shares 4,800 $507K 0.11% +81 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,208 shares; 2024Q4: 6,018 shares; 2025Q1: 6,028 shares; 2025Q2: 5,940 shares; 2025Q3: 5,940 shares; 2025Q4: 9,294 shares 9,294 $505K 0.11% +3,354 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,773 shares 2,773 $505K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 935 shares 935 $495K 0.11% new 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: 12,391 shares; 2024Q4: 12,525 shares; 2025Q1: 14,925 shares; 2025Q2: 14,150 shares; 2025Q3: 14,147 shares; 2025Q4: 12,327 shares 12,327 $482K 0.11% -1,820 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: not reported; 2024Q4: not reported; 2025Q1: 3,070 shares; 2025Q2: 2,948 shares; 2025Q3: 2,814 shares; 2025Q4: 2,842 shares 2,842 $479K 0.11% +28 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 4,000 shares 4,000 $476K 0.11% +2,000 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,306 shares; 2024Q4: 17,306 shares; 2025Q1: 17,306 shares; 2025Q2: 17,306 shares; 2025Q3: 17,306 shares; 2025Q4: 17,449 shares 17,449 $467K 0.1% +143 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,623 shares; 2024Q4: 17,623 shares; 2025Q1: 17,623 shares; 2025Q2: 17,623 shares; 2025Q3: 17,623 shares; 2025Q4: 17,623 shares 17,623 $458K 0.1% 0 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,392 shares; 2024Q4: 8,985 shares; 2025Q1: 8,951 shares; 2025Q2: 8,960 shares; 2025Q3: 9,094 shares; 2025Q4: 9,095 shares 9,095 $451K 0.1% +1 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,492 shares 1,492 $449K 0.1% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,594 shares; 2024Q4: 2,184 shares; 2025Q1: 1,612 shares; 2025Q2: 1,606 shares; 2025Q3: 1,605 shares; 2025Q4: 2,357 shares 2,357 $447K 0.1% +752 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: 9,606 shares; 2024Q4: 8,327 shares; 2025Q1: 8,344 shares; 2025Q2: 8,186 shares; 2025Q3: 8,202 shares; 2025Q4: 8,219 shares 8,219 $437K 0.1% +17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 987 shares 987 $436K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 851 shares 851 $433K 0.1% new Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,775 shares 2,775 $423K 0.09% new Timeline SCHH 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: 10,314 shares; 2024Q4: 12,487 shares; 2025Q1: 23,806 shares; 2025Q2: 24,021 shares; 2025Q3: 24,057 shares; 2025Q4: 19,314 shares 19,314 $415K 0.09% -4,743 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,814 shares 2,814 $413K 0.09% new Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,281 shares 3,281 $410K 0.09% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,715 shares; 2024Q4: 4,713 shares; 2025Q1: 4,731 shares; 2025Q2: 4,745 shares; 2025Q3: 4,709 shares; 2025Q4: 4,781 shares 4,781 $409K 0.09% +72 Timeline BSCT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,833 shares; 2025Q4: 21,450 shares 21,450 $403K 0.09% +7,617 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,200 shares 14,200 $400K 0.09% new Timeline PWB 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: 3,197 shares; 2024Q4: 3,119 shares; 2025Q1: 3,119 shares; 2025Q2: 3,040 shares; 2025Q3: 3,040 shares; 2025Q4: 3,040 shares 3,040 $400K 0.09% 0 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: not reported; 2024Q4: 2,822 shares; 2025Q1: 3,007 shares; 2025Q2: 3,010 shares; 2025Q3: 3,020 shares; 2025Q4: 4,763 shares 4,763 $398K 0.09% +1,743 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,732 shares; 2025Q1: 8,677 shares; 2025Q2: 16,322 shares; 2025Q3: 8,638 shares; 2025Q4: 8,638 shares 8,638 $397K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,113 shares 3,113 $390K 0.09% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,009 shares; 2025Q4: 7,315 shares 7,315 $387K 0.09% +1,306 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 1,532 shares; 2025Q1: 1,527 shares; 2025Q2: 1,527 shares; 2025Q3: 1,753 shares; 2025Q4: 1,755 shares 1,755 $382K 0.09% +2 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: 1,068 shares; 2024Q4: 1,072 shares; 2025Q1: 1,131 shares; 2025Q2: 1,207 shares; 2025Q3: 1,208 shares; 2025Q4: 1,151 shares 1,151 $381K 0.09% -57 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 804 shares; 2025Q4: 1,304 shares 1,304 $380K 0.09% +500 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,055 shares 2,055 $380K 0.09% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 551 shares 551 $377K 0.08% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,465 shares; 2025Q1: 2,468 shares; 2025Q2: 2,572 shares; 2025Q3: 2,572 shares; 2025Q4: 2,572 shares 2,572 $376K 0.08% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,604 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,888 shares 3,888 $371K 0.08% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,671 shares; 2025Q1: 33,221 shares; 2025Q2: 33,221 shares; 2025Q3: 33,363 shares; 2025Q4: 7,232 shares 7,232 $367K 0.08% -26,131 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,018 shares 1,018 $366K 0.08% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,652 shares; 2024Q4: 3,697 shares; 2025Q1: 3,698 shares; 2025Q2: 4,069 shares; 2025Q3: 4,070 shares; 2025Q4: 4,071 shares 4,071 $364K 0.08% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,359 shares 2,359 $363K 0.08% new Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,080 shares; 2024Q4: 4,787 shares; 2025Q1: 3,021 shares; 2025Q2: 2,400 shares; 2025Q3: 2,212 shares; 2025Q4: 3,588 shares 3,588 $359K 0.08% +1,376 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,992 shares; 2024Q4: 7,992 shares; 2025Q1: 7,992 shares; 2025Q2: 7,992 shares; 2025Q3: 7,992 shares; 2025Q4: 7,992 shares 7,992 $357K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,174 shares 1,174 $356K 0.08% new Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,065 shares; 2024Q4: 8,090 shares; 2025Q1: 8,100 shares; 2025Q2: 8,112 shares; 2025Q3: 8,117 shares; 2025Q4: 8,117 shares 8,117 $353K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: 783 shares; 2025Q2: 753 shares; 2025Q3: 773 shares; 2025Q4: 778 shares 778 $340K 0.08% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,542 shares 1,542 $339K 0.08% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,818 shares; 2025Q1: 4,089 shares; 2025Q2: 4,089 shares; 2025Q3: 4,089 shares; 2025Q4: 4,257 shares 4,257 $330K 0.07% +168 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,132 shares 1,132 $329K 0.07% new Timeline BSCU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,871 shares; 2025Q4: 18,939 shares 18,939 $319K 0.07% +8,068 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: 2,353 shares; 2024Q4: 2,023 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,403 shares; 2025Q4: 2,908 shares 2,908 $318K 0.07% +505 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: 4,728 shares; 2024Q4: 5,045 shares; 2025Q1: 5,104 shares; 2025Q2: 5,102 shares; 2025Q3: 5,114 shares; 2025Q4: 4,101 shares 4,101 $314K 0.07% -1,013 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,533 shares; 2025Q1: 1,535 shares; 2025Q2: 1,531 shares; 2025Q3: 1,534 shares; 2025Q4: 1,576 shares 1,576 $313K 0.07% +42 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 631 shares 631 $311K 0.07% new Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,476 shares 8,476 $311K 0.07% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,699 shares; 2024Q4: 4,406 shares; 2025Q1: 4,609 shares; 2025Q2: 4,245 shares; 2025Q3: 4,245 shares; 2025Q4: 4,193 shares 4,193 $308K 0.07% -52 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,311 shares 1,311 $304K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,131 shares 1,131 $304K 0.07% new Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,994 shares 6,994 $302K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 277 shares; 2025Q3: 277 shares; 2025Q4: 3,454 shares 3,454 $301K 0.07% +3,177 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,552 shares 1,552 $300K 0.07% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 541 shares 541 $285K 0.06% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,161 shares 4,161 $281K 0.06% new 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: 864 shares; 2024Q4: 865 shares; 2025Q1: 867 shares; 2025Q2: 868 shares; 2025Q3: 869 shares; 2025Q4: 575 shares 575 $279K 0.06% -294 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,913 shares; 2025Q2: 13,913 shares; 2025Q3: 13,913 shares; 2025Q4: 13,913 shares 13,913 $274K 0.06% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,450 shares 1,450 $273K 0.06% new 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: 21,525 shares; 2024Q4: 21,608 shares; 2025Q1: 21,498 shares; 2025Q2: 21,394 shares; 2025Q3: 21,394 shares; 2025Q4: 21,394 shares 21,394 $271K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 517 shares; 2025Q4: 717 shares 717 $269K 0.06% +200 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,531 shares 1,531 $268K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,943 shares; 2025Q3: 1,943 shares; 2025Q4: 1,935 shares 1,935 $264K 0.06% -8 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: 2,419 shares; 2024Q4: 2,470 shares; 2025Q1: 2,519 shares; 2025Q2: 2,717 shares; 2025Q3: 2,719 shares; 2025Q4: 5,440 shares 5,440 $259K 0.06% +2,721 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,100 shares 4,100 $259K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,809 shares 2,809 $255K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 694 shares 694 $255K 0.06% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $251K 0.06% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 334 shares 334 $245K 0.06% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,168 shares 1,168 $241K 0.05% new Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,170 shares 3,170 $241K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,311 shares 1,311 $240K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 954 shares 954 $237K 0.05% new Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 731 shares 731 $235K 0.05% new Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,402 shares; 2025Q3: 3,402 shares; 2025Q4: 3,402 shares 3,402 $232K 0.05% 0 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: 4,149 shares; 2024Q4: 4,188 shares; 2025Q1: 4,223 shares; 2025Q2: 4,260 shares; 2025Q3: 4,289 shares; 2025Q4: 4,055 shares 4,055 $230K 0.05% -234 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 717 shares 717 $229K 0.05% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 878 shares; 2025Q3: not reported; 2025Q4: 1,061 shares 1,061 $228K 0.05% new Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,248 shares 3,248 $227K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 1,600 shares 1,600 $227K 0.05% +800 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,540 shares 1,540 $226K 0.05% new Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,105 shares 1,105 $222K 0.05% new Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,057 shares 3,057 $221K 0.05% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,132 shares; 2025Q1: 2,131 shares; 2025Q2: 2,030 shares; 2025Q3: 2,022 shares; 2025Q4: 2,024 shares 2,024 $217K 0.05% +2 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 352 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340 shares; 2025Q4: 341 shares 341 $215K 0.05% +1 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,588 shares 1,588 $208K 0.05% new Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,266 shares 1,266 $207K 0.05% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,310 shares; 2025Q4: 1,310 shares 1,310 $205K 0.05% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,032 shares 1,032 $203K 0.05% new Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,500 shares; 2025Q2: 26,500 shares; 2025Q3: 26,500 shares; 2025Q4: 9,050 shares 9,050 $202K 0.05% -17,450 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,091 shares 1,091 $201K 0.05% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 940 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 594 shares 594 $200K 0.04% new Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,554 shares; 2025Q4: 5,554 shares 5,554 $200K 0.04% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,786 shares; 2025Q1: 10,882 shares; 2025Q2: 10,882 shares; 2025Q3: 10,881 shares; 2025Q4: 10,799 shares 10,799 $146K 0.03% -82 Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,263 shares; 2024Q4: 12,263 shares; 2025Q1: 12,263 shares; 2025Q2: 12,263 shares; 2025Q3: 12,263 shares; 2025Q4: 12,263 shares 12,263 $31.8K 0.01% 0 Timeline MIST MILESTONE PHARMACEUTICALS IN More: the full row for MILESTONE PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,675 shares 12,675 $25.5K 0.01% new Timeline