SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,651,950 shares; 2024Q4: 3,162,651 shares; 2025Q1: 3,307,179 shares; 2025Q2: 3,339,020 shares; 2025Q3: 3,374,580 shares; 2025Q4: 3,566,337 shares 3,566,337 $158M 15.87% +191,757 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: 592,566 shares; 2024Q4: 662,193 shares; 2025Q1: 689,117 shares; 2025Q2: 687,740 shares; 2025Q3: 695,635 shares; 2025Q4: 727,968 shares 727,968 $139M 13.93% +32,333 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: 290,429 shares; 2024Q4: 282,482 shares; 2025Q1: 283,011 shares; 2025Q2: 274,919 shares; 2025Q3: 264,826 shares; 2025Q4: 262,150 shares 262,150 $128M 12.81% -2,676 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,103,996 shares; 2024Q4: 1,205,081 shares; 2025Q1: 1,241,908 shares; 2025Q2: 1,243,746 shares; 2025Q3: 1,253,661 shares; 2025Q4: 1,298,467 shares 1,298,467 $90.1M 9.03% +44,806 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: 222,296 shares; 2024Q4: 250,931 shares; 2025Q1: 263,590 shares; 2025Q2: 267,059 shares; 2025Q3: 272,267 shares; 2025Q4: 286,783 shares 286,783 $57M 5.71% +14,516 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: 121,594 shares; 2024Q4: 132,836 shares; 2025Q1: 140,039 shares; 2025Q2: 139,346 shares; 2025Q3: 141,296 shares; 2025Q4: 147,780 shares 147,780 $44.6M 4.47% +6,484 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: 157,304 shares; 2024Q4: 164,981 shares; 2025Q1: 170,901 shares; 2025Q2: 171,025 shares; 2025Q3: 172,619 shares; 2025Q4: 180,173 shares 180,173 $38.2M 3.82% +7,554 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: 520,704 shares; 2024Q4: 508,555 shares; 2025Q1: 488,846 shares; 2025Q2: 459,996 shares; 2025Q3: 423,565 shares; 2025Q4: 398,866 shares 398,866 $35.7M 3.57% -24,699 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,329 shares; 2024Q4: 186,640 shares; 2025Q1: 179,796 shares; 2025Q2: 204,805 shares; 2025Q3: 181,327 shares; 2025Q4: 167,565 shares 167,565 $28.1M 2.82% -13,762 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: 169,649 shares; 2024Q4: 166,758 shares; 2025Q1: 170,097 shares; 2025Q2: 228,592 shares; 2025Q3: 213,924 shares; 2025Q4: 210,546 shares 210,546 $21.6M 2.16% -3,378 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: 141,169 shares; 2024Q4: 147,054 shares; 2025Q1: 147,320 shares; 2025Q2: 224,482 shares; 2025Q3: 216,289 shares; 2025Q4: 209,209 shares 209,209 $20.1M 2.01% -7,080 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,453 shares; 2024Q4: 54,455 shares; 2025Q1: 55,991 shares; 2025Q2: 73,669 shares; 2025Q3: 68,760 shares; 2025Q4: 68,769 shares 68,769 $15.1M 1.51% +9 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,446 shares; 2024Q4: 120,516 shares; 2025Q1: 123,832 shares; 2025Q2: 165,666 shares; 2025Q3: 158,316 shares; 2025Q4: 155,875 shares 155,875 $11.7M 1.17% -2,441 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: not reported; 2024Q4: 25,058 shares; 2025Q1: 58,989 shares; 2025Q2: 52,043 shares; 2025Q3: 65,426 shares; 2025Q4: 61,569 shares 61,569 $11.5M 1.15% -3,857 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,252 shares; 2024Q4: 22,258 shares; 2025Q1: 22,110 shares; 2025Q2: 22,057 shares; 2025Q3: 22,107 shares; 2025Q4: 22,065 shares 22,065 $9.81M 0.98% -42 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: not reported; 2024Q4: 13,814 shares; 2025Q1: 31,126 shares; 2025Q2: 32,005 shares; 2025Q3: 40,431 shares; 2025Q4: 41,201 shares 41,201 $9.51M 0.95% +770 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: not reported; 2024Q4: 4,983 shares; 2025Q1: 31,202 shares; 2025Q2: 29,395 shares; 2025Q3: 31,739 shares; 2025Q4: 33,429 shares 33,429 $9.09M 0.91% +1,690 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: not reported; 2024Q4: 5,867 shares; 2025Q1: 15,705 shares; 2025Q2: 15,776 shares; 2025Q3: 16,721 shares; 2025Q4: 17,490 shares 17,490 $8.46M 0.85% +769 Timeline SLYG 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: 51,821 shares; 2024Q4: 48,248 shares; 2025Q1: 50,420 shares; 2025Q2: 82,080 shares; 2025Q3: 76,644 shares; 2025Q4: 74,609 shares 74,609 $7.03M 0.7% -2,035 Timeline GOVZ 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: 578,568 shares; 2024Q4: 795,304 shares; 2025Q1: 845,422 shares; 2025Q2: 887,200 shares; 2025Q3: 689,583 shares; 2025Q4: 758,994 shares 758,994 $7.02M 0.7% +69,411 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: 31,691 shares; 2024Q4: 31,723 shares; 2025Q1: 31,741 shares; 2025Q2: 31,760 shares; 2025Q3: 31,410 shares; 2025Q4: 31,391 shares 31,391 $6.43M 0.64% -19 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: 140,355 shares; 2024Q4: 127,007 shares; 2025Q1: 125,817 shares; 2025Q2: 118,525 shares; 2025Q3: 126,303 shares; 2025Q4: 128,103 shares 128,103 $6.15M 0.62% +1,800 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: not reported; 2024Q4: 3,933 shares; 2025Q1: 6,820 shares; 2025Q2: 7,079 shares; 2025Q3: 7,358 shares; 2025Q4: 7,770 shares 7,770 $5.13M 0.51% +412 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: 10,481 shares; 2024Q4: 9,972 shares; 2025Q1: 10,021 shares; 2025Q2: 9,152 shares; 2025Q3: 6,852 shares; 2025Q4: 6,691 shares 6,691 $4.58M 0.46% -161 Timeline SLYV 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: 33,866 shares; 2024Q4: 32,073 shares; 2025Q1: 33,557 shares; 2025Q2: 56,611 shares; 2025Q3: 50,976 shares; 2025Q4: 49,026 shares 49,026 $4.46M 0.45% -1,950 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: 13,391 shares; 2024Q4: 13,360 shares; 2025Q1: 13,603 shares; 2025Q2: 14,287 shares; 2025Q3: 13,153 shares; 2025Q4: 13,094 shares 13,094 $4.39M 0.44% -59 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: 2,546 shares; 2025Q1: 3,595 shares; 2025Q2: 3,871 shares; 2025Q3: 4,275 shares; 2025Q4: 3,958 shares 3,958 $4.25M 0.43% -317 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: not reported; 2024Q4: 4,087 shares; 2025Q1: 9,628 shares; 2025Q2: 9,466 shares; 2025Q3: 9,591 shares; 2025Q4: 10,264 shares 10,264 $3.31M 0.33% +673 Timeline JPIE 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: 98,236 shares; 2024Q4: 84,736 shares; 2025Q1: 82,242 shares; 2025Q2: 71,446 shares; 2025Q3: 70,519 shares; 2025Q4: 68,546 shares 68,546 $3.17M 0.32% -1,973 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: not reported; 2024Q4: not reported; 2025Q1: 3,383 shares; 2025Q2: 3,337 shares; 2025Q3: 4,841 shares; 2025Q4: 6,225 shares 6,225 $2.8M 0.28% +1,384 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: 26,069 shares; 2024Q4: 20,085 shares; 2025Q1: 19,875 shares; 2025Q2: 26,514 shares; 2025Q3: 25,209 shares; 2025Q4: 25,540 shares 25,540 $2.74M 0.27% +331 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: not reported; 2024Q4: not reported; 2025Q1: 5,718 shares; 2025Q2: 5,832 shares; 2025Q3: 6,865 shares; 2025Q4: 8,630 shares 8,630 $2.7M 0.27% +1,765 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: 11,874 shares; 2025Q1: 12,441 shares; 2025Q2: 11,693 shares; 2025Q3: 13,993 shares; 2025Q4: 14,984 shares 14,984 $2.66M 0.27% +991 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: not reported; 2024Q4: 1,218 shares; 2025Q1: 2,551 shares; 2025Q2: 2,524 shares; 2025Q3: 2,705 shares; 2025Q4: 2,896 shares 2,896 $2.5M 0.25% +191 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: 421,356 shares; 2024Q4: 74,640 shares; 2025Q1: 46,981 shares; 2025Q2: 36,934 shares; 2025Q3: 35,946 shares; 2025Q4: 33,252 shares 33,252 $2.46M 0.25% -2,694 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: 10,426 shares; 2024Q4: 10,196 shares; 2025Q1: 10,138 shares; 2025Q2: 9,377 shares; 2025Q3: 9,385 shares; 2025Q4: 9,386 shares 9,386 $2.42M 0.24% +1 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: 7,627 shares; 2024Q4: 6,745 shares; 2025Q1: 6,383 shares; 2025Q2: 6,294 shares; 2025Q3: 4,056 shares; 2025Q4: 3,770 shares 3,770 $2.36M 0.24% -286 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: 8,424 shares; 2024Q4: 8,394 shares; 2025Q1: 7,015 shares; 2025Q2: 6,966 shares; 2025Q3: 3,704 shares; 2025Q4: 3,668 shares 3,668 $2.25M 0.23% -36 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: not reported; 2024Q4: 1,890 shares; 2025Q1: 2,896 shares; 2025Q2: 908 shares; 2025Q3: 820 shares; 2025Q4: 2,335 shares 2,335 $2.05M 0.21% +1,515 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: 28,124 shares; 2024Q4: 24,717 shares; 2025Q1: 24,348 shares; 2025Q2: 22,404 shares; 2025Q3: 16,611 shares; 2025Q4: 15,913 shares 15,913 $1.96M 0.2% -698 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: 1,637 shares; 2025Q1: 1,839 shares; 2025Q2: 2,521 shares; 2025Q3: 2,861 shares; 2025Q4: 2,983 shares 2,983 $1.95M 0.2% +122 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: not reported; 2024Q4: not reported; 2025Q1: 3,110 shares; 2025Q2: 3,405 shares; 2025Q3: 3,174 shares; 2025Q4: 3,208 shares 3,208 $1.61M 0.16% +34 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: 3,218 shares; 2025Q2: 3,190 shares; 2025Q3: 8,053 shares; 2025Q4: 7,501 shares 7,501 $1.61M 0.16% -552 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: 13,206 shares; 2024Q4: 12,097 shares; 2025Q1: 12,072 shares; 2025Q2: 11,009 shares; 2025Q3: 7,545 shares; 2025Q4: 7,521 shares 7,521 $1.6M 0.16% -24 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: 32,148 shares; 2024Q4: 32,444 shares; 2025Q1: 31,395 shares; 2025Q2: 30,720 shares; 2025Q3: 25,541 shares; 2025Q4: 25,529 shares 25,529 $1.59M 0.16% -12 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: not reported; 2025Q1: 4,678 shares; 2025Q2: 11,503 shares; 2025Q3: 15,624 shares; 2025Q4: 19,155 shares 19,155 $1.54M 0.15% +3,531 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: 15,950 shares; 2024Q4: 16,526 shares; 2025Q1: 17,993 shares; 2025Q2: 19,022 shares; 2025Q3: 18,805 shares; 2025Q4: 18,782 shares 18,782 $1.42M 0.14% -23 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: 1,817 shares; 2025Q1: 4,541 shares; 2025Q2: 3,094 shares; 2025Q3: 3,060 shares; 2025Q4: 4,067 shares 4,067 $1.41M 0.14% +1,007 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,812 shares; 2025Q1: 2,812 shares; 2025Q2: 2,812 shares; 2025Q3: 2,812 shares; 2025Q4: 17,851 shares 17,851 $1.36M 0.14% +15,039 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: 3,367 shares; 2025Q1: 3,770 shares; 2025Q2: 3,765 shares; 2025Q3: 3,690 shares; 2025Q4: 3,861 shares 3,861 $1.36M 0.14% +171 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: not reported; 2024Q4: not reported; 2025Q1: 6,679 shares; 2025Q2: 6,172 shares; 2025Q3: 4,002 shares; 2025Q4: 4,212 shares 4,212 $1.32M 0.13% +210 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: 5,255 shares; 2024Q4: 5,300 shares; 2025Q1: 4,762 shares; 2025Q2: 4,174 shares; 2025Q3: 4,149 shares; 2025Q4: 4,510 shares 4,510 $1.31M 0.13% +361 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: 2,996 shares; 2024Q4: 2,611 shares; 2025Q1: 2,565 shares; 2025Q2: 2,367 shares; 2025Q3: 1,828 shares; 2025Q4: 1,877 shares 1,877 $1.28M 0.13% +49 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: 1,916 shares; 2024Q4: 1,801 shares; 2025Q1: 1,670 shares; 2025Q2: 1,669 shares; 2025Q3: 1,673 shares; 2025Q4: 1,634 shares 1,634 $1.23M 0.12% -39 Timeline PFM 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: 23,410 shares; 2024Q4: 23,424 shares; 2025Q1: 23,439 shares; 2025Q2: 23,454 shares; 2025Q3: 23,467 shares; 2025Q4: 23,480 shares 23,480 $1.21M 0.12% +13 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: 4,232 shares; 2024Q4: 4,273 shares; 2025Q1: 4,275 shares; 2025Q2: 4,224 shares; 2025Q3: 4,291 shares; 2025Q4: 4,452 shares 4,452 $1.13M 0.11% +161 Timeline MGC 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: 5,830 shares; 2024Q4: 5,599 shares; 2025Q1: 5,616 shares; 2025Q2: 5,616 shares; 2025Q3: 4,833 shares; 2025Q4: 4,159 shares 4,159 $1.04M 0.1% -674 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: not reported; 2024Q4: 1,307 shares; 2025Q1: 1,530 shares; 2025Q2: 1,647 shares; 2025Q3: 1,944 shares; 2025Q4: 2,220 shares 2,220 $1.04M 0.1% +276 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,074 shares; 2025Q2: 3,046 shares; 2025Q3: 3,047 shares; 2025Q4: 2,909 shares 2,909 $1.03M 0.1% -138 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,728 shares; 2025Q1: 3,972 shares; 2025Q2: 4,004 shares; 2025Q3: 2,994 shares; 2025Q4: 2,919 shares 2,919 $983K 0.1% -75 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: 13,595 shares; 2024Q4: 8,917 shares; 2025Q1: 4,652 shares; 2025Q2: 4,383 shares; 2025Q3: 2,797 shares; 2025Q4: 2,478 shares 2,478 $982K 0.1% -319 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: not reported; 2024Q4: not reported; 2025Q1: 13,774 shares; 2025Q2: 13,726 shares; 2025Q3: 13,710 shares; 2025Q4: 13,871 shares 13,871 $970K 0.1% +161 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,072 shares; 2024Q4: 9,072 shares; 2025Q1: 9,072 shares; 2025Q2: 9,072 shares; 2025Q3: 9,231 shares; 2025Q4: 9,072 shares 9,072 $953K 0.1% -159 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: 2,343 shares; 2024Q4: 2,178 shares; 2025Q1: 3,838 shares; 2025Q2: 3,670 shares; 2025Q3: 1,931 shares; 2025Q4: 1,931 shares 1,931 $914K 0.09% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 969 shares; 2025Q3: 1,188 shares; 2025Q4: 1,474 shares 1,474 $856K 0.09% +286 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: 22,710 shares; 2024Q4: 21,809 shares; 2025Q1: 19,174 shares; 2025Q2: 15,458 shares; 2025Q3: 12,993 shares; 2025Q4: 10,368 shares 10,368 $855K 0.09% -2,625 Timeline FDG 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: 6,222 shares; 2025Q1: 6,222 shares; 2025Q2: 6,222 shares; 2025Q3: 6,222 shares; 2025Q4: 6,222 shares 6,222 $789K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,264 shares; 2025Q2: 1,256 shares; 2025Q3: 1,183 shares; 2025Q4: 2,460 shares 2,460 $758K 0.08% +1,277 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: not reported; 2024Q4: 1,908 shares; 2025Q1: 4,347 shares; 2025Q2: 4,536 shares; 2025Q3: 2,646 shares; 2025Q4: 5,207 shares 5,207 $746K 0.07% +2,561 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,501 shares; 2025Q1: 2,776 shares; 2025Q2: 2,486 shares; 2025Q3: 2,517 shares; 2025Q4: 2,305 shares 2,305 $745K 0.07% -212 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: not reported; 2024Q4: not reported; 2025Q1: 1,006 shares; 2025Q2: 1,126 shares; 2025Q3: 2,186 shares; 2025Q4: 2,247 shares 2,247 $742K 0.07% +61 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,035 shares; 2024Q4: 4,114 shares; 2025Q1: 19,366 shares; 2025Q2: 18,734 shares; 2025Q3: 17,019 shares; 2025Q4: 8,601 shares 8,601 $712K 0.07% -8,418 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: 75,118 shares; 2024Q4: 34,037 shares; 2025Q1: 15,778 shares; 2025Q2: 50,404 shares; 2025Q3: 40,421 shares; 2025Q4: 13,608 shares 13,608 $688K 0.07% -26,813 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 492 shares; 2025Q2: 494 shares; 2025Q3: 549 shares; 2025Q4: 634 shares 634 $679K 0.07% +85 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: 3,544 shares; 2025Q1: 4,274 shares; 2025Q2: 3,778 shares; 2025Q3: 3,784 shares; 2025Q4: 3,670 shares 3,670 $676K 0.07% -114 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: 4,543 shares; 2024Q4: 4,589 shares; 2025Q1: 4,639 shares; 2025Q2: 4,683 shares; 2025Q3: 4,710 shares; 2025Q4: 4,764 shares 4,764 $672K 0.07% +54 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: 9,390 shares; 2024Q4: 27,899 shares; 2025Q1: 27,901 shares; 2025Q2: 27,902 shares; 2025Q3: 27,372 shares; 2025Q4: 24,387 shares 24,387 $669K 0.07% -2,985 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,708 shares; 2025Q2: 1,710 shares; 2025Q3: 1,712 shares; 2025Q4: 1,663 shares 1,663 $647K 0.06% -49 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: 1,276 shares; 2025Q1: 3,375 shares; 2025Q2: 1,236 shares; 2025Q3: 1,875 shares; 2025Q4: 2,000 shares 2,000 $637K 0.06% +125 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: 12,000 shares; 2025Q1: 10,142 shares; 2025Q2: 10,152 shares; 2025Q3: 10,142 shares; 2025Q4: 10,189 shares 10,189 $637K 0.06% +47 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 3,709 shares; 2025Q1: 3,721 shares; 2025Q2: 3,738 shares; 2025Q3: 3,755 shares; 2025Q4: 3,448 shares 3,448 $625K 0.06% -307 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: 10,889 shares; 2024Q4: 10,883 shares; 2025Q1: 9,761 shares; 2025Q2: 9,043 shares; 2025Q3: 8,689 shares; 2025Q4: 8,464 shares 8,464 $623K 0.06% -225 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: 5,630 shares; 2025Q2: 5,633 shares; 2025Q3: 4,230 shares; 2025Q4: 3,832 shares 3,832 $621K 0.06% -398 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: not reported; 2024Q4: not reported; 2025Q1: 4,117 shares; 2025Q2: 3,715 shares; 2025Q3: 3,881 shares; 2025Q4: 3,886 shares 3,886 $592K 0.06% +5 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: not reported; 2025Q1: 2,719 shares; 2025Q2: 6,376 shares; 2025Q3: 8,569 shares; 2025Q4: 6,288 shares 6,288 $589K 0.06% -2,281 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: 4,899 shares; 2024Q4: 4,412 shares; 2025Q1: 4,322 shares; 2025Q2: 5,493 shares; 2025Q3: 3,899 shares; 2025Q4: 3,869 shares 3,869 $575K 0.06% -30 Timeline CTNM CONTINEUM THERAPEUTICS INC More: the full row for CONTINEUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000 $572K 0.06% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 416 shares; 2025Q2: 6,250 shares; 2025Q3: 6,240 shares; 2025Q4: 6,240 shares 6,240 $569K 0.06% 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: 3,286 shares; 2025Q2: 3,216 shares; 2025Q3: 3,215 shares; 2025Q4: 3,242 shares 3,242 $555K 0.06% +27 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: not reported; 2024Q4: not reported; 2025Q1: 6,335 shares; 2025Q2: 6,337 shares; 2025Q3: 6,339 shares; 2025Q4: 6,359 shares 6,359 $554K 0.06% +20 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 6,589 shares 6,589 $538K 0.05% new 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: 7,917 shares; 2024Q4: 8,579 shares; 2025Q1: 8,333 shares; 2025Q2: 7,035 shares; 2025Q3: 4,812 shares; 2025Q4: 4,458 shares 4,458 $536K 0.05% -354 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: 4,726 shares; 2025Q2: 4,770 shares; 2025Q3: 4,599 shares; 2025Q4: 4,745 shares 4,745 $529K 0.05% +146 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK 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: 8,950 shares; 2025Q2: 8,991 shares; 2025Q3: 10,949 shares; 2025Q4: 10,970 shares 10,970 $528K 0.05% +21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,867 shares; 2025Q3: 21,808 shares; 2025Q4: 22,101 shares 22,101 $517K 0.05% +293 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: 2,429 shares; 2024Q4: 2,397 shares; 2025Q1: 2,410 shares; 2025Q2: 2,423 shares; 2025Q3: 2,436 shares; 2025Q4: 2,433 shares 2,433 $514K 0.05% -3 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: 2,950 shares; 2025Q2: 2,942 shares; 2025Q3: 2,915 shares; 2025Q4: 2,939 shares 2,939 $503K 0.05% +24 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,374 shares; 2024Q4: 11,997 shares; 2025Q1: 11,997 shares; 2025Q2: 11,997 shares; 2025Q3: 11,997 shares; 2025Q4: 11,997 shares 11,997 $499K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,074 shares; 2025Q2: 2,060 shares; 2025Q3: 2,060 shares; 2025Q4: 2,159 shares 2,159 $493K 0.05% +99 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: 2,323 shares; 2025Q2: 2,365 shares; 2025Q3: 2,354 shares; 2025Q4: 2,272 shares 2,272 $493K 0.05% -82 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: not reported; 2024Q4: not reported; 2025Q1: 882 shares; 2025Q2: 874 shares; 2025Q3: 1,642 shares; 2025Q4: 854 shares 854 $489K 0.05% -788 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,050 shares; 2025Q2: 3,468 shares; 2025Q3: 3,468 shares; 2025Q4: 3,469 shares 3,469 $475K 0.05% +1 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: 18,549 shares; 2024Q4: 12,587 shares; 2025Q1: 11,911 shares; 2025Q2: 12,058 shares; 2025Q3: 12,058 shares; 2025Q4: 10,140 shares 10,140 $475K 0.05% -1,918 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: 1,439 shares; 2025Q2: 1,436 shares; 2025Q3: 1,422 shares; 2025Q4: 1,374 shares 1,374 $473K 0.05% -48 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: 7,286 shares; 2024Q4: 5,372 shares; 2025Q1: 4,891 shares; 2025Q2: 7,102 shares; 2025Q3: 5,597 shares; 2025Q4: 4,595 shares 4,595 $459K 0.05% -1,002 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: 1,103 shares; 2025Q3: 3,469 shares; 2025Q4: 1,903 shares 1,903 $459K 0.05% -1,566 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: 2,529 shares; 2025Q4: 2,802 shares 2,802 $456K 0.05% +273 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: 12,547 shares; 2024Q4: 11,035 shares; 2025Q1: 10,718 shares; 2025Q2: 10,698 shares; 2025Q3: 7,337 shares; 2025Q4: 6,857 shares 6,857 $453K 0.05% -480 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,845 shares; 2025Q1: 7,670 shares; 2025Q2: 5,048 shares; 2025Q3: 5,778 shares; 2025Q4: 5,006 shares 5,006 $438K 0.04% -772 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: not reported; 2024Q4: not reported; 2025Q1: 495 shares; 2025Q2: 496 shares; 2025Q3: 497 shares; 2025Q4: 498 shares 498 $438K 0.04% +1 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: 3,467 shares; 2024Q4: 3,400 shares; 2025Q1: 3,376 shares; 2025Q2: 2,850 shares; 2025Q3: 2,837 shares; 2025Q4: 2,792 shares 2,792 $433K 0.04% -45 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY 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: 11,558 shares; 2025Q2: 11,634 shares; 2025Q3: 11,702 shares; 2025Q4: 11,770 shares 11,770 $431K 0.04% +68 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: 6,140 shares; 2024Q4: 7,160 shares; 2025Q1: 7,160 shares; 2025Q2: 7,160 shares; 2025Q3: 5,990 shares; 2025Q4: 6,205 shares 6,205 $424K 0.04% +215 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: not reported; 2024Q4: not reported; 2025Q1: 1,290 shares; 2025Q2: 1,263 shares; 2025Q3: 1,173 shares; 2025Q4: 1,205 shares 1,205 $423K 0.04% +32 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: not reported; 2024Q4: not reported; 2025Q1: 3,370 shares; 2025Q2: 3,394 shares; 2025Q3: 3,377 shares; 2025Q4: 3,481 shares 3,481 $419K 0.04% +104 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,210 shares 5,210 $418K 0.04% new 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: 2,351 shares; 2025Q2: 2,277 shares; 2025Q3: 2,277 shares; 2025Q4: 2,272 shares 2,272 $417K 0.04% -5 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: 1,601 shares; 2025Q2: 1,571 shares; 2025Q3: 1,380 shares; 2025Q4: 1,401 shares 1,401 $415K 0.04% +21 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: 476 shares; 2025Q2: 479 shares; 2025Q3: 434 shares; 2025Q4: 4,405 shares 4,405 $413K 0.04% +3,971 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: 1,205 shares; 2025Q2: 1,254 shares; 2025Q3: 1,249 shares; 2025Q4: 1,291 shares 1,291 $394K 0.04% +42 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: not reported; 2024Q4: not reported; 2025Q1: 1,730 shares; 2025Q2: 1,638 shares; 2025Q3: 1,524 shares; 2025Q4: 1,439 shares 1,439 $386K 0.04% -85 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,662 shares; 2024Q4: 23,962 shares; 2025Q1: 23,362 shares; 2025Q2: 23,462 shares; 2025Q3: 18,562 shares; 2025Q4: 18,962 shares 18,962 $364K 0.04% +400 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: not reported; 2024Q4: 8,434 shares; 2025Q1: 13,566 shares; 2025Q2: 3,282 shares; 2025Q3: 3,214 shares; 2025Q4: 3,073 shares 3,073 $350K 0.04% -141 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: not reported; 2025Q1: 960 shares; 2025Q2: 971 shares; 2025Q3: 930 shares; 2025Q4: 610 shares 610 $348K 0.03% -320 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,399 shares 5,399 $344K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,420 shares; 2025Q2: 2,420 shares; 2025Q3: 2,420 shares; 2025Q4: 2,420 shares 2,420 $341K 0.03% 0 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: 5,997 shares; 2024Q4: 5,341 shares; 2025Q1: 5,245 shares; 2025Q2: 4,655 shares; 2025Q3: 4,140 shares; 2025Q4: 3,178 shares 3,178 $339K 0.03% -962 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,859 shares; 2024Q4: 4,882 shares; 2025Q1: 4,894 shares; 2025Q2: 4,194 shares; 2025Q3: 4,203 shares; 2025Q4: 3,663 shares 3,663 $339K 0.03% -540 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: not reported; 2024Q4: not reported; 2025Q1: 4,988 shares; 2025Q2: 4,928 shares; 2025Q3: 4,370 shares; 2025Q4: 4,385 shares 4,385 $338K 0.03% +15 Timeline DFAC 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: 8,772 shares; 2024Q4: 8,305 shares; 2025Q1: 8,090 shares; 2025Q2: 7,661 shares; 2025Q3: 9,750 shares; 2025Q4: 8,457 shares 8,457 $335K 0.03% -1,293 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: not reported; 2024Q4: not reported; 2025Q1: 1,818 shares; 2025Q2: 1,587 shares; 2025Q3: 1,596 shares; 2025Q4: 1,601 shares 1,601 $331K 0.03% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 989 shares; 2025Q3: 970 shares; 2025Q4: 1,090 shares 1,090 $331K 0.03% +120 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 985 shares; 2025Q4: 1,010 shares 1,010 $331K 0.03% +25 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: 1,151 shares 1,151 $329K 0.03% 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: 722 shares; 2025Q2: 525 shares; 2025Q3: 567 shares; 2025Q4: 577 shares 577 $327K 0.03% +10 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 295 shares; 2025Q3: 293 shares; 2025Q4: 305 shares 305 $326K 0.03% +12 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,895 shares; 2025Q3: 8,895 shares; 2025Q4: 8,895 shares 8,895 $314K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,563 shares; 2025Q3: 1,618 shares; 2025Q4: 1,621 shares 1,621 $311K 0.03% +3 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,548 shares; 2025Q1: not reported; 2025Q2: 8,400 shares; 2025Q3: 8,400 shares; 2025Q4: 8,441 shares 8,441 $306K 0.03% +41 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: not reported; 2024Q4: not reported; 2025Q1: 3,792 shares; 2025Q2: 1,935 shares; 2025Q3: 2,420 shares; 2025Q4: 2,348 shares 2,348 $303K 0.03% -72 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: not reported; 2024Q4: not reported; 2025Q1: 782 shares; 2025Q2: 2,047 shares; 2025Q3: 2,264 shares; 2025Q4: 819 shares 819 $303K 0.03% -1,445 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: 3,987 shares; 2024Q4: 4,007 shares; 2025Q1: 4,024 shares; 2025Q2: 5,420 shares; 2025Q3: 4,449 shares; 2025Q4: 4,333 shares 4,333 $301K 0.03% -116 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 954 shares; 2025Q1: 841 shares; 2025Q2: 952 shares; 2025Q3: 950 shares; 2025Q4: 951 shares 951 $299K 0.03% +1 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: 4,455 shares; 2025Q4: 4,267 shares 4,267 $296K 0.03% -188 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,605 shares 3,605 $295K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 659 shares; 2025Q2: 662 shares; 2025Q3: 600 shares; 2025Q4: 603 shares 603 $292K 0.03% +3 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: not reported; 2024Q4: not reported; 2025Q1: 5,167 shares; 2025Q2: 5,184 shares; 2025Q3: 5,152 shares; 2025Q4: 5,301 shares 5,301 $292K 0.03% +149 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: 8,020 shares; 2024Q4: 8,253 shares; 2025Q1: 8,582 shares; 2025Q2: 5,302 shares; 2025Q3: 5,581 shares; 2025Q4: 5,252 shares 5,252 $288K 0.03% -329 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,062 shares; 2025Q2: 3,084 shares; 2025Q3: 3,080 shares; 2025Q4: 3,101 shares 3,101 $285K 0.03% +21 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: 7,752 shares; 2024Q4: 7,752 shares; 2025Q1: 7,752 shares; 2025Q2: 3,486 shares; 2025Q3: 3,486 shares; 2025Q4: 3,486 shares 3,486 $283K 0.03% 0 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: 2,112 shares; 2025Q2: 2,132 shares; 2025Q3: 2,151 shares; 2025Q4: 2,191 shares 2,191 $280K 0.03% +40 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: 2,176 shares; 2024Q4: 1,923 shares; 2025Q1: 1,925 shares; 2025Q2: 1,928 shares; 2025Q3: 1,959 shares; 2025Q4: 1,965 shares 1,965 $277K 0.03% +6 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: 3,895 shares; 2024Q4: 6,022 shares; 2025Q1: 1,843 shares; 2025Q2: 1,114 shares; 2025Q3: 2,529 shares; 2025Q4: 1,114 shares 1,114 $274K 0.03% -1,415 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: 2,255 shares; 2024Q4: 2,299 shares; 2025Q1: 2,287 shares; 2025Q2: 1,692 shares; 2025Q3: 947 shares; 2025Q4: 1,895 shares 1,895 $273K 0.03% +948 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: 1,143 shares; 2025Q3: 1,166 shares; 2025Q4: 1,398 shares 1,398 $272K 0.03% +232 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: 11,175 shares; 2024Q4: 6,070 shares; 2025Q1: 3,563 shares; 2025Q2: 3,247 shares; 2025Q3: 3,205 shares; 2025Q4: 6,049 shares 6,049 $270K 0.03% +2,844 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: 1,771 shares; 2025Q1: 2,291 shares; 2025Q2: 2,447 shares; 2025Q3: 1,746 shares; 2025Q4: 626 shares 626 $267K 0.03% -1,120 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 900 shares 900 $266K 0.03% -200 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: not reported; 2024Q4: not reported; 2025Q1: 23,953 shares; 2025Q2: 24,103 shares; 2025Q3: 20,030 shares; 2025Q4: 20,231 shares 20,231 $265K 0.03% +201 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,890 shares; 2025Q4: 3,060 shares 3,060 $262K 0.03% +170 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: 30,935 shares; 2024Q4: 32,485 shares; 2025Q1: 32,592 shares; 2025Q2: 33,446 shares; 2025Q3: 33,780 shares; 2025Q4: 20,881 shares 20,881 $260K 0.03% -12,899 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: 3,629 shares; 2024Q4: 3,631 shares; 2025Q1: not reported; 2025Q2: 5,528 shares; 2025Q3: 4,216 shares; 2025Q4: 4,047 shares 4,047 $255K 0.03% -169 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,202 shares; 2025Q4: 2,202 shares 2,202 $253K 0.03% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,020 shares; 2025Q4: 10,020 shares 10,020 $246K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 10,290 shares; 2025Q2: 10,386 shares; 2025Q3: 10,151 shares; 2025Q4: 9,864 shares 9,864 $246K 0.02% -287 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: not reported; 2024Q4: not reported; 2025Q1: 2,639 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,272 shares 2,272 $239K 0.02% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,416 shares; 2025Q1: 2,416 shares; 2025Q2: 2,416 shares; 2025Q3: 2,416 shares; 2025Q4: 2,416 shares 2,416 $234K 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 841 shares; 2025Q2: 846 shares; 2025Q3: 858 shares; 2025Q4: 877 shares 877 $226K 0.02% +19 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 857 shares; 2025Q3: 857 shares; 2025Q4: 875 shares 875 $219K 0.02% +18 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: not reported; 2024Q4: not reported; 2025Q1: 1,242 shares; 2025Q2: 1,239 shares; 2025Q3: 1,243 shares; 2025Q4: 1,256 shares 1,256 $218K 0.02% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,729 shares; 2025Q3: 3,359 shares; 2025Q4: 1,344 shares 1,344 $216K 0.02% -2,015 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 421 shares 421 $215K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,279 shares; 2025Q2: 2,300 shares; 2025Q3: 1,458 shares; 2025Q4: 1,490 shares 1,490 $214K 0.02% +32 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,382 shares; 2025Q4: 2,979 shares 2,979 $213K 0.02% -4,403 Timeline FNDX 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: 2,866 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,694 shares; 2025Q4: 7,712 shares 7,712 $210K 0.02% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 868 shares; 2025Q4: 869 shares 869 $210K 0.02% +1 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,026 shares; 2024Q4: 4,151 shares; 2025Q1: 4,182 shares; 2025Q2: 4,202 shares; 2025Q3: 1,499 shares; 2025Q4: 1,450 shares 1,450 $208K 0.02% -49 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES 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: 12,124 shares; 2025Q4: 11,909 shares 11,909 $207K 0.02% -215 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 602 shares; 2025Q3: 600 shares; 2025Q4: 303 shares 303 $204K 0.02% -297 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,691 shares; 2024Q4: 29,691 shares; 2025Q1: 29,691 shares; 2025Q2: 29,691 shares; 2025Q3: 29,691 shares; 2025Q4: 29,691 shares 29,691 $201K 0.02% 0 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: 11,884 shares; 2024Q4: 12,436 shares; 2025Q1: 12,549 shares; 2025Q2: 12,921 shares; 2025Q3: 13,308 shares; 2025Q4: 13,763 shares 13,763 $128K 0.01% +455 Timeline WU WESTERN UN CO More: the full row for WESTERN UN 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: 12,000 shares 12,000 $112K 0.01% new Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,957 shares; 2024Q4: 35,608 shares; 2025Q1: 36,387 shares; 2025Q2: 37,915 shares; 2025Q3: 34,665 shares; 2025Q4: 36,561 shares 36,561 $94.7K 0.01% +1,896 Timeline IMUX IMMUNIC INC More: the full row for IMMUNIC 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: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares 100,000 $53.4K 0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,095 shares; 2025Q4: 10,125 shares 10,125 $51.6K 0.01% +30 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $19.7K <0.01% 0 Timeline Trinseo PLC Trinseo PLC More: the full row for Trinseo 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: 18,023 shares 18,023 $8.96K <0.01% new