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: 125,325 shares; 2024Q4: 126,964 shares; 2025Q1: 114,352 shares; 2025Q2: 121,996 shares; 2025Q3: 115,586 shares; 2025Q4: 113,077 shares 113,077 $77.1M 3.72% -2,509 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: 263,206 shares; 2024Q4: 237,368 shares; 2025Q1: 241,907 shares; 2025Q2: 198,735 shares; 2025Q3: 234,399 shares; 2025Q4: 265,193 shares 265,193 $72.1M 3.48% +30,794 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: 343,398 shares; 2024Q4: 334,222 shares; 2025Q1: 322,506 shares; 2025Q2: 338,472 shares; 2025Q3: 333,078 shares; 2025Q4: 332,082 shares 332,082 $61.9M 2.99% -996 Timeline SPTL 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: 345,071 shares; 2024Q4: 151,141 shares; 2025Q1: 401,621 shares; 2025Q2: 303,891 shares; 2025Q3: 471,850 shares; 2025Q4: 1,500,772 shares 1,500,772 $39.7M 1.92% +1,028,922 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: 47,993 shares; 2024Q4: 50,263 shares; 2025Q1: 54,263 shares; 2025Q2: 51,283 shares; 2025Q3: 56,609 shares; 2025Q4: 58,800 shares 58,800 $36.9M 1.78% +2,191 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: 139,673 shares; 2024Q4: 132,852 shares; 2025Q1: 134,067 shares; 2025Q2: 131,521 shares; 2025Q3: 137,864 shares; 2025Q4: 153,254 shares 153,254 $35.4M 1.71% +15,390 Timeline IBTG 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: 38,081 shares; 2024Q4: 55,981 shares; 2025Q1: 53,232 shares; 2025Q2: 507,700 shares; 2025Q3: 1,482,998 shares; 2025Q4: 1,453,846 shares 1,453,846 $33.3M 1.61% -29,152 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: 41,368 shares; 2024Q4: 40,927 shares; 2025Q1: 39,241 shares; 2025Q2: 39,111 shares; 2025Q3: 38,889 shares; 2025Q4: 44,157 shares 44,157 $29.1M 1.41% +5,268 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: 39,905 shares; 2024Q4: 34,656 shares; 2025Q1: 36,649 shares; 2025Q2: 41,581 shares; 2025Q3: 43,550 shares; 2025Q4: 45,471 shares 45,471 $27.9M 1.35% +1,921 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: 64,400 shares; 2024Q4: 61,373 shares; 2025Q1: 56,891 shares; 2025Q2: 54,344 shares; 2025Q3: 55,852 shares; 2025Q4: 56,029 shares 56,029 $27.1M 1.31% +177 Timeline SGOV 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: 530,789 shares; 2024Q4: 435,615 shares; 2025Q1: 460,566 shares; 2025Q2: 233,829 shares; 2025Q3: 310,030 shares; 2025Q4: 269,541 shares 269,541 $27.1M 1.31% -40,489 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,564 shares; 2024Q4: 249,992 shares; 2025Q1: 249,410 shares; 2025Q2: 386,947 shares; 2025Q3: 413,133 shares; 2025Q4: 439,210 shares 439,210 $26.3M 1.27% +26,077 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,400 shares; 2024Q4: 409,623 shares; 2025Q1: 376,482 shares; 2025Q2: 375,452 shares; 2025Q3: 390,324 shares; 2025Q4: 407,778 shares 407,778 $23.9M 1.16% +17,454 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: 384,034 shares; 2024Q4: 1,458,427 shares; 2025Q1: 768,810 shares; 2025Q2: 766,658 shares; 2025Q3: 743,274 shares; 2025Q4: 729,848 shares 729,848 $23.8M 1.15% -13,426 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: 69,788 shares; 2024Q4: 66,592 shares; 2025Q1: 66,024 shares; 2025Q2: 63,659 shares; 2025Q3: 72,806 shares; 2025Q4: 74,352 shares 74,352 $23.3M 1.12% +1,546 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: 76,898 shares; 2024Q4: 71,540 shares; 2025Q1: 70,488 shares; 2025Q2: 80,151 shares; 2025Q3: 80,589 shares; 2025Q4: 75,992 shares 75,992 $22.1M 1.06% -4,597 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: 75,625 shares; 2024Q4: 74,874 shares; 2025Q1: 73,001 shares; 2025Q2: 69,535 shares; 2025Q3: 68,069 shares; 2025Q4: 70,199 shares 70,199 $22M 1.06% +2,130 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: 71,810 shares; 2024Q4: 60,158 shares; 2025Q1: 26,903 shares; 2025Q2: 28,887 shares; 2025Q3: 28,092 shares; 2025Q4: 28,267 shares 28,267 $19.4M 0.93% +175 Timeline IBTH 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: 40,206 shares; 2025Q3: 36,394 shares; 2025Q4: 802,540 shares 802,540 $18M 0.87% +766,146 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 196,294 shares; 2025Q1: 379,232 shares; 2025Q2: 71,579 shares; 2025Q3: not reported; 2025Q4: 491,214 shares 491,214 $17.7M 0.85% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,300 shares; 2024Q4: 117,360 shares; 2025Q1: 112,726 shares; 2025Q2: 110,723 shares; 2025Q3: 111,677 shares; 2025Q4: 112,035 shares 112,035 $17.3M 0.83% +358 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: 64,049 shares; 2024Q4: 61,651 shares; 2025Q1: 86,777 shares; 2025Q2: 51,820 shares; 2025Q3: 53,404 shares; 2025Q4: 53,165 shares 53,165 $17.1M 0.83% -239 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: 124,453 shares; 2024Q4: 125,017 shares; 2025Q1: 121,392 shares; 2025Q2: 127,138 shares; 2025Q3: 123,771 shares; 2025Q4: 120,291 shares 120,291 $17M 0.82% -3,480 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,625 shares; 2024Q4: 827,826 shares; 2025Q1: 1,072,926 shares; 2025Q2: 1,068,265 shares; 2025Q3: 706,122 shares; 2025Q4: 666,641 shares 666,641 $16.2M 0.78% -39,481 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: 66,405 shares; 2024Q4: 64,380 shares; 2025Q1: 55,765 shares; 2025Q2: 57,261 shares; 2025Q3: 57,961 shares; 2025Q4: 40,956 shares 40,956 $16.2M 0.78% -17,005 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: 81,113 shares; 2024Q4: 80,491 shares; 2025Q1: 76,798 shares; 2025Q2: 64,596 shares; 2025Q3: 64,289 shares; 2025Q4: 63,741 shares 63,741 $15.7M 0.76% -548 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: 63,224 shares; 2024Q4: 63,579 shares; 2025Q1: 70,787 shares; 2025Q2: 78,121 shares; 2025Q3: 79,556 shares; 2025Q4: 79,420 shares 79,420 $15.2M 0.73% -136 Timeline QINT 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: 217,983 shares; 2025Q2: 228,930 shares; 2025Q3: 224,851 shares; 2025Q4: 228,553 shares 228,553 $14.7M 0.71% +3,702 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: 54,686 shares; 2024Q4: 62,688 shares; 2025Q1: 47,317 shares; 2025Q2: 46,610 shares; 2025Q3: 49,889 shares; 2025Q4: 43,079 shares 43,079 $14.4M 0.7% -6,810 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: 36,392 shares; 2024Q4: 17,870 shares; 2025Q1: 7,223 shares; 2025Q2: 189,046 shares; 2025Q3: 184,187 shares; 2025Q4: 180,066 shares 180,066 $13.2M 0.64% -4,121 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: 37,820 shares; 2024Q4: 38,391 shares; 2025Q1: 37,915 shares; 2025Q2: 36,813 shares; 2025Q3: 37,164 shares; 2025Q4: 37,301 shares 37,301 $13.1M 0.63% +137 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: 29,967 shares; 2024Q4: 26,980 shares; 2025Q1: 25,072 shares; 2025Q2: 24,006 shares; 2025Q3: 25,522 shares; 2025Q4: 25,803 shares 25,803 $13M 0.63% +281 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: 163,765 shares; 2024Q4: 169,913 shares; 2025Q1: 182,417 shares; 2025Q2: 179,146 shares; 2025Q3: 181,441 shares; 2025Q4: 183,811 shares 183,811 $12.8M 0.62% +2,370 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: 45,486 shares; 2024Q4: 7,722 shares; 2025Q1: 93,879 shares; 2025Q2: 178,630 shares; 2025Q3: 209,050 shares; 2025Q4: 275,387 shares 275,387 $12.7M 0.61% +66,337 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: 23,737 shares; 2024Q4: 23,293 shares; 2025Q1: 23,082 shares; 2025Q2: 23,865 shares; 2025Q3: 25,227 shares; 2025Q4: 25,734 shares 25,734 $12.4M 0.6% +507 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: 401,735 shares; 2024Q4: 380,666 shares; 2025Q1: 184,332 shares; 2025Q2: 159,928 shares; 2025Q3: 181,933 shares; 2025Q4: 197,058 shares 197,058 $12.3M 0.59% +15,125 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: 15,376 shares; 2024Q4: 14,747 shares; 2025Q1: 14,409 shares; 2025Q2: 13,677 shares; 2025Q3: 14,067 shares; 2025Q4: 14,154 shares 14,154 $12.2M 0.59% +87 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,212 shares; 2025Q2: 89,654 shares; 2025Q3: 97,482 shares; 2025Q4: 129,474 shares 129,474 $12.1M 0.58% +31,992 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: 57,821 shares; 2024Q4: 53,401 shares; 2025Q1: 54,376 shares; 2025Q2: 54,875 shares; 2025Q3: 53,722 shares; 2025Q4: 54,063 shares 54,063 $11.9M 0.57% +341 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: 126,740 shares; 2024Q4: 141,614 shares; 2025Q1: 133,877 shares; 2025Q2: 126,974 shares; 2025Q3: 141,208 shares; 2025Q4: 154,351 shares 154,351 $11.6M 0.56% +13,143 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: 35,188 shares; 2024Q4: 35,640 shares; 2025Q1: 34,560 shares; 2025Q2: 34,326 shares; 2025Q3: 39,100 shares; 2025Q4: 42,724 shares 42,724 $11.3M 0.55% +3,624 Timeline SDVY 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: 100,353 shares; 2024Q4: 34,342 shares; 2025Q1: 215,525 shares; 2025Q2: 257,560 shares; 2025Q3: 286,039 shares; 2025Q4: 294,952 shares 294,952 $11.3M 0.55% +8,913 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,490 shares; 2024Q4: 42,437 shares; 2025Q1: 349,766 shares; 2025Q2: 293,951 shares; 2025Q3: 321,541 shares; 2025Q4: 336,838 shares 336,838 $11.3M 0.55% +15,297 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: 25,443 shares; 2024Q4: 50,953 shares; 2025Q1: 49,207 shares; 2025Q2: 49,007 shares; 2025Q3: 61,604 shares; 2025Q4: 61,278 shares 61,278 $11.3M 0.55% -326 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest 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: 172,258 shares 172,258 $11.3M 0.54% new Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,529 shares; 2025Q1: 47,897 shares; 2025Q2: 49,710 shares; 2025Q3: 49,647 shares; 2025Q4: 50,729 shares 50,729 $10.7M 0.52% +1,082 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,922 shares; 2024Q4: 42,338 shares; 2025Q1: 314,049 shares; 2025Q2: 189,305 shares; 2025Q3: 199,917 shares; 2025Q4: 209,681 shares 209,681 $10.4M 0.5% +9,764 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,785 shares; 2024Q4: 67,915 shares; 2025Q1: 43,476 shares; 2025Q2: 159,663 shares; 2025Q3: 159,796 shares; 2025Q4: 154,086 shares 154,086 $10.4M 0.5% -5,710 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: 133,639 shares; 2024Q4: 144,166 shares; 2025Q1: 70,215 shares; 2025Q2: 71,905 shares; 2025Q3: 72,279 shares; 2025Q4: 71,617 shares 71,617 $10.3M 0.5% -662 Timeline RFV 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: 55,334 shares; 2024Q4: 59,200 shares; 2025Q1: 65,852 shares; 2025Q2: 68,241 shares; 2025Q3: 76,773 shares; 2025Q4: 79,420 shares 79,420 $10.1M 0.49% +2,647 Timeline VALQ 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: 143,820 shares; 2025Q2: 149,258 shares; 2025Q3: 148,736 shares; 2025Q4: 152,876 shares 152,876 $10.1M 0.49% +4,140 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 101,323 shares; 2025Q2: 191,567 shares; 2025Q3: 247,021 shares; 2025Q4: 371,244 shares 371,244 $9.9M 0.48% +124,223 Timeline QGRO 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: 86,492 shares; 2024Q4: 88,924 shares; 2025Q1: 84,663 shares; 2025Q2: 88,515 shares; 2025Q3: 85,587 shares; 2025Q4: 86,184 shares 86,184 $9.87M 0.48% +597 Timeline INDA 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: 114,043 shares; 2024Q4: 139,140 shares; 2025Q1: 148,778 shares; 2025Q2: 154,303 shares; 2025Q3: 168,110 shares; 2025Q4: 179,544 shares 179,544 $9.7M 0.47% +11,434 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: 104,548 shares; 2024Q4: 104,051 shares; 2025Q1: 105,688 shares; 2025Q2: 104,628 shares; 2025Q3: 107,234 shares; 2025Q4: 108,808 shares 108,808 $9.58M 0.46% +1,574 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,434 shares; 2024Q4: 60,684 shares; 2025Q1: 77,130 shares; 2025Q2: 74,499 shares; 2025Q3: 106,377 shares; 2025Q4: 112,032 shares 112,032 $9.37M 0.45% +5,655 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: 171,960 shares; 2024Q4: 186,108 shares; 2025Q1: 166,147 shares; 2025Q2: 94,905 shares; 2025Q3: 103,747 shares; 2025Q4: 206,378 shares 206,378 $9.23M 0.45% +102,631 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: 102,339 shares; 2024Q4: 76,897 shares; 2025Q1: 78,120 shares; 2025Q2: 88,513 shares; 2025Q3: 87,955 shares; 2025Q4: 43,261 shares 43,261 $9.1M 0.44% -44,694 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,957 shares; 2024Q4: 128,037 shares; 2025Q1: 123,949 shares; 2025Q2: 125,128 shares; 2025Q3: 136,732 shares; 2025Q4: 144,733 shares 144,733 $8.76M 0.42% +8,001 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: 179,051 shares; 2024Q4: 377,640 shares; 2025Q1: 368,887 shares; 2025Q2: 361,325 shares; 2025Q3: 351,444 shares; 2025Q4: 355,556 shares 355,556 $8.55M 0.41% +4,112 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: 24,289 shares; 2024Q4: 87,969 shares; 2025Q1: 73,800 shares; 2025Q2: 315,848 shares; 2025Q3: 305,234 shares; 2025Q4: 299,884 shares 299,884 $8.54M 0.41% -5,350 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,231 shares; 2024Q4: 139,332 shares; 2025Q1: 137,336 shares; 2025Q2: 142,853 shares; 2025Q3: 148,021 shares; 2025Q4: 142,321 shares 142,321 $8.44M 0.41% -5,700 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89,854 shares; 2025Q1: 94,602 shares; 2025Q2: 101,951 shares; 2025Q3: 127,845 shares; 2025Q4: 130,789 shares 130,789 $8.42M 0.41% +2,944 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: 86,631 shares; 2024Q4: 88,699 shares; 2025Q1: 92,853 shares; 2025Q2: 135,094 shares; 2025Q3: 169,761 shares; 2025Q4: 166,407 shares 166,407 $8.42M 0.41% -3,354 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 52,686 shares; 2025Q2: 109,569 shares; 2025Q3: 135,710 shares; 2025Q4: 178,955 shares 178,955 $8.3M 0.4% +43,245 Timeline EWU 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: 105,667 shares; 2024Q4: 108,683 shares; 2025Q1: 108,785 shares; 2025Q2: 170,851 shares; 2025Q3: 182,718 shares; 2025Q4: 187,818 shares 187,818 $8.26M 0.4% +5,100 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: 24,121 shares; 2024Q4: 17,118 shares; 2025Q1: 13,499 shares; 2025Q2: 12,859 shares; 2025Q3: 45,907 shares; 2025Q4: 39,499 shares 39,499 $8.17M 0.39% -6,408 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: 34,694 shares; 2024Q4: 40,600 shares; 2025Q1: 27,733 shares; 2025Q2: 27,667 shares; 2025Q3: 27,977 shares; 2025Q4: 55,740 shares 55,740 $8.02M 0.39% +27,763 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: not reported; 2025Q1: 61,082 shares; 2025Q2: 62,423 shares; 2025Q3: 62,112 shares; 2025Q4: 63,260 shares 63,260 $8.02M 0.39% +1,148 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: 35,318 shares; 2024Q4: 35,575 shares; 2025Q1: 34,905 shares; 2025Q2: 34,359 shares; 2025Q3: 30,398 shares; 2025Q4: 29,896 shares 29,896 $8.02M 0.39% -502 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,278 shares; 2024Q4: 125,837 shares; 2025Q1: 156,139 shares; 2025Q2: 160,080 shares; 2025Q3: 196,546 shares; 2025Q4: 207,235 shares 207,235 $7.92M 0.38% +10,689 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,496 shares; 2024Q4: 22,661 shares; 2025Q1: 22,938 shares; 2025Q2: 22,781 shares; 2025Q3: 24,605 shares; 2025Q4: 25,520 shares 25,520 $7.89M 0.38% +915 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,924 shares; 2024Q4: 38,160 shares; 2025Q1: 39,510 shares; 2025Q2: 34,863 shares; 2025Q3: 39,214 shares; 2025Q4: 40,943 shares 40,943 $7.58M 0.37% +1,729 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: 54,011 shares; 2024Q4: 162,088 shares; 2025Q1: 203,110 shares; 2025Q2: 235,394 shares; 2025Q3: 246,725 shares; 2025Q4: 276,133 shares 276,133 $7.57M 0.37% +29,408 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,483 shares; 2024Q4: 95,888 shares; 2025Q1: 98,330 shares; 2025Q2: 121,606 shares; 2025Q3: 120,546 shares; 2025Q4: 88,495 shares 88,495 $7.55M 0.36% -32,051 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: 172,201 shares; 2024Q4: 168,903 shares; 2025Q1: 194,740 shares; 2025Q2: 215,649 shares; 2025Q3: 229,037 shares; 2025Q4: 124,912 shares 124,912 $7.52M 0.36% -104,125 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: 65,136 shares; 2024Q4: 65,742 shares; 2025Q1: 68,880 shares; 2025Q2: 73,437 shares; 2025Q3: 77,611 shares; 2025Q4: 68,229 shares 68,229 $7.28M 0.35% -9,382 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,043 shares; 2024Q4: 96,482 shares; 2025Q1: 72,972 shares; 2025Q2: 76,943 shares; 2025Q3: 83,127 shares; 2025Q4: 86,457 shares 86,457 $6.98M 0.34% +3,330 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: 27,969 shares; 2024Q4: 27,844 shares; 2025Q1: 26,587 shares; 2025Q2: 28,208 shares; 2025Q3: 30,116 shares; 2025Q4: 27,002 shares 27,002 $6.97M 0.34% -3,114 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: 258,235 shares; 2024Q4: 151,992 shares; 2025Q1: 111,169 shares; 2025Q2: 109,667 shares; 2025Q3: 98,734 shares; 2025Q4: 99,187 shares 99,187 $6.89M 0.33% +453 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,988 shares; 2024Q4: 116,632 shares; 2025Q1: 221,657 shares; 2025Q2: 233,063 shares; 2025Q3: 251,346 shares; 2025Q4: 260,659 shares 260,659 $6.83M 0.33% +9,313 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,808 shares 77,808 $6.81M 0.33% new 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: 183,500 shares; 2024Q4: 190,218 shares; 2025Q1: 178,380 shares; 2025Q2: 165,545 shares; 2025Q3: 180,226 shares; 2025Q4: 66,086 shares 66,086 $6.6M 0.32% -114,140 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: 8,648 shares; 2024Q4: 8,581 shares; 2025Q1: 8,227 shares; 2025Q2: 8,044 shares; 2025Q3: 7,992 shares; 2025Q4: 8,473 shares 8,473 $6.54M 0.32% +481 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: 22,040 shares; 2024Q4: 22,600 shares; 2025Q1: 29,224 shares; 2025Q2: 29,110 shares; 2025Q3: 31,571 shares; 2025Q4: 30,588 shares 30,588 $6.27M 0.3% -983 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 157,134 shares 157,134 $6.21M 0.3% new 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: 16,569 shares; 2024Q4: 16,329 shares; 2025Q1: 15,104 shares; 2025Q2: 14,710 shares; 2025Q3: 15,011 shares; 2025Q4: 15,845 shares 15,845 $6.16M 0.3% +834 Timeline SCHR 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: 240,144 shares; 2024Q4: 483,118 shares; 2025Q1: 341,341 shares; 2025Q2: 342,245 shares; 2025Q3: 304,627 shares; 2025Q4: 242,866 shares 242,866 $6.09M 0.29% -61,761 Timeline BSMU 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: 38,954 shares; 2025Q2: 118,083 shares; 2025Q3: 240,291 shares; 2025Q4: 271,269 shares 271,269 $5.97M 0.29% +30,978 Timeline FTSM 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: 160,702 shares; 2024Q4: 140,267 shares; 2025Q1: 76,817 shares; 2025Q2: 69,337 shares; 2025Q3: 93,656 shares; 2025Q4: 98,995 shares 98,995 $5.93M 0.29% +5,339 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 9,014 shares; 2025Q1: 4,025 shares; 2025Q2: 44,346 shares; 2025Q3: 45,179 shares; 2025Q4: 47,096 shares 47,096 $5.93M 0.29% +1,917 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,220 shares; 2024Q4: 49,621 shares; 2025Q1: 60,707 shares; 2025Q2: 111,281 shares; 2025Q3: 114,564 shares; 2025Q4: 121,316 shares 121,316 $5.92M 0.29% +6,752 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,062 shares; 2024Q4: 84,879 shares; 2025Q1: 88,575 shares; 2025Q2: 133,646 shares; 2025Q3: 131,493 shares; 2025Q4: 131,436 shares 131,436 $5.84M 0.28% -57 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,541 shares; 2024Q4: 15,777 shares; 2025Q1: 16,191 shares; 2025Q2: 16,417 shares; 2025Q3: 18,179 shares; 2025Q4: 19,041 shares 19,041 $5.72M 0.28% +862 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 162,251 shares; 2025Q3: 174,235 shares; 2025Q4: 177,749 shares 177,749 $5.65M 0.27% +3,514 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: 55,887 shares; 2024Q4: 52,365 shares; 2025Q1: 49,658 shares; 2025Q2: 47,241 shares; 2025Q3: 48,587 shares; 2025Q4: 48,156 shares 48,156 $5.37M 0.26% -431 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: 36,067 shares; 2024Q4: 35,442 shares; 2025Q1: 31,813 shares; 2025Q2: 29,746 shares; 2025Q3: 28,643 shares; 2025Q4: 27,920 shares 27,920 $5.33M 0.26% -723 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: 44,123 shares; 2024Q4: 44,035 shares; 2025Q1: 44,276 shares; 2025Q2: 43,394 shares; 2025Q3: 43,570 shares; 2025Q4: 43,812 shares 43,812 $5.27M 0.25% +242 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: 135,987 shares; 2024Q4: 184,628 shares; 2025Q1: 81,431 shares; 2025Q2: 87,607 shares; 2025Q3: 94,601 shares; 2025Q4: 96,010 shares 96,010 $5.26M 0.25% +1,409 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,198 shares; 2024Q4: 145,401 shares; 2025Q1: 148,230 shares; 2025Q2: 149,714 shares; 2025Q3: 152,693 shares; 2025Q4: 149,953 shares 149,953 $5.14M 0.25% -2,740 Timeline IBMQ 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: 41,112 shares; 2025Q2: 97,842 shares; 2025Q3: 167,004 shares; 2025Q4: 200,616 shares 200,616 $5.13M 0.25% +33,612 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: 4,269 shares; 2024Q4: 4,335 shares; 2025Q1: 4,274 shares; 2025Q2: 4,631 shares; 2025Q3: 4,657 shares; 2025Q4: 53,825 shares 53,825 $5.05M 0.24% +49,168 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,692 shares; 2024Q4: 35,668 shares; 2025Q1: 32,653 shares; 2025Q2: 46,655 shares; 2025Q3: 46,542 shares; 2025Q4: 46,377 shares 46,377 $5.03M 0.24% -165 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,575 shares; 2024Q4: 13,474 shares; 2025Q1: 18,544 shares; 2025Q2: 33,610 shares; 2025Q3: 33,810 shares; 2025Q4: 35,192 shares 35,192 $4.87M 0.24% +1,382 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,251 shares; 2024Q4: 9,117 shares; 2025Q1: 12,615 shares; 2025Q2: 23,917 shares; 2025Q3: 24,743 shares; 2025Q4: 25,313 shares 25,313 $4.84M 0.23% +570 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: 8,502 shares; 2024Q4: 6,040 shares; 2025Q1: 5,809 shares; 2025Q2: 6,186 shares; 2025Q3: 6,275 shares; 2025Q4: 6,312 shares 6,312 $4.76M 0.23% +37 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH 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: 22,543 shares; 2025Q2: 26,324 shares; 2025Q3: 27,596 shares; 2025Q4: 37,223 shares 37,223 $4.69M 0.23% +9,627 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: 7,912 shares; 2024Q4: 21,988 shares; 2025Q1: 10,784 shares; 2025Q2: 17,453 shares; 2025Q3: 17,661 shares; 2025Q4: 18,612 shares 18,612 $4.66M 0.22% +951 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: 15,986 shares; 2024Q4: 15,871 shares; 2025Q1: 15,897 shares; 2025Q2: 15,342 shares; 2025Q3: 15,684 shares; 2025Q4: 15,236 shares 15,236 $4.6M 0.22% -448 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: 6,659 shares; 2024Q4: 10,582 shares; 2025Q1: 79,652 shares; 2025Q2: 82,456 shares; 2025Q3: 93,112 shares; 2025Q4: 91,475 shares 91,475 $4.54M 0.22% -1,637 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,034 shares; 2024Q4: 43,869 shares; 2025Q1: 44,996 shares; 2025Q2: 55,739 shares; 2025Q3: 53,658 shares; 2025Q4: 52,881 shares 52,881 $4.48M 0.22% -777 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,762 shares; 2024Q4: 8,259 shares; 2025Q1: 8,263 shares; 2025Q2: 7,992 shares; 2025Q3: 8,546 shares; 2025Q4: 33,740 shares 33,740 $4.47M 0.22% +25,194 Timeline SEPU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,841 shares; 2025Q1: 12,750 shares; 2025Q2: 12,750 shares; 2025Q3: 159,028 shares; 2025Q4: 151,527 shares 151,527 $4.39M 0.21% -7,501 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,390 shares; 2025Q4: 110,591 shares 110,591 $4.28M 0.21% -2,799 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: 104,338 shares; 2024Q4: 101,662 shares; 2025Q1: 101,662 shares; 2025Q2: 100,804 shares; 2025Q3: 106,751 shares; 2025Q4: 106,951 shares 106,951 $4.23M 0.2% +200 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,567 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190,094 shares 190,094 $4.13M 0.2% new Timeline BSMW 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: 22,422 shares; 2024Q4: 24,499 shares; 2025Q1: 33,013 shares; 2025Q2: 96,218 shares; 2025Q3: 137,173 shares; 2025Q4: 164,384 shares 164,384 $4.13M 0.2% +27,211 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: 4,561 shares; 2024Q4: 3,970 shares; 2025Q1: 23,942 shares; 2025Q2: 3,579 shares; 2025Q3: 3,747 shares; 2025Q4: 3,787 shares 3,787 $4.07M 0.2% +40 Timeline EL PASO ENERGY CAP TR I EL PASO ENERGY CAP TR I More: the full row for EL PASO ENERGY CAP TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,730 shares; 2024Q4: 45,780 shares; 2025Q1: 52,146 shares; 2025Q2: 55,955 shares; 2025Q3: 77,492 shares; 2025Q4: 82,527 shares 82,527 $4.06M 0.2% +5,035 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: 16,029 shares; 2024Q4: 11,084 shares; 2025Q1: 9,062 shares; 2025Q2: 20,471 shares; 2025Q3: 21,890 shares; 2025Q4: 23,325 shares 23,325 $3.99M 0.19% +1,435 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,859 shares; 2025Q1: 34,963 shares; 2025Q2: 117,227 shares; 2025Q3: 251,623 shares; 2025Q4: 259,367 shares 259,367 $3.96M 0.19% +7,744 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 41,574 shares; 2025Q2: 44,090 shares; 2025Q3: 45,371 shares; 2025Q4: 44,467 shares 44,467 $3.87M 0.19% -904 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: 3,393 shares; 2025Q1: 3,433 shares; 2025Q2: 3,439 shares; 2025Q3: 3,613 shares; 2025Q4: 3,608 shares 3,608 $3.86M 0.19% -5 Timeline IEI 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: 56,685 shares; 2024Q4: 56,038 shares; 2025Q1: 55,214 shares; 2025Q2: 61,090 shares; 2025Q3: 64,271 shares; 2025Q4: 32,302 shares 32,302 $3.86M 0.19% -31,969 Timeline BILS 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: 16,700 shares; 2024Q4: 15,054 shares; 2025Q1: 21,432 shares; 2025Q2: 21,354 shares; 2025Q3: 31,764 shares; 2025Q4: 38,803 shares 38,803 $3.85M 0.19% +7,039 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,028 shares; 2024Q4: 110,143 shares; 2025Q1: 99,677 shares; 2025Q2: 45,648 shares; 2025Q3: 42,350 shares; 2025Q4: 38,221 shares 38,221 $3.8M 0.18% -4,129 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: 66,348 shares; 2024Q4: 94,782 shares; 2025Q1: 15,004 shares; 2025Q2: 21,293 shares; 2025Q3: 35,070 shares; 2025Q4: 70,405 shares 70,405 $3.72M 0.18% +35,335 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: 138,669 shares; 2024Q4: 127,464 shares; 2025Q1: 130,531 shares; 2025Q2: 127,612 shares; 2025Q3: 124,890 shares; 2025Q4: 55,220 shares 55,220 $3.64M 0.18% -69,670 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: 24,101 shares; 2024Q4: 24,159 shares; 2025Q1: 14,862 shares; 2025Q2: 14,793 shares; 2025Q3: 15,866 shares; 2025Q4: 15,904 shares 15,904 $3.63M 0.18% +38 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: 20,532 shares; 2024Q4: 20,665 shares; 2025Q1: 18,068 shares; 2025Q2: 18,739 shares; 2025Q3: 11,389 shares; 2025Q4: 10,336 shares 10,336 $3.62M 0.17% -1,053 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,194 shares; 2024Q4: 18,404 shares; 2025Q1: 18,104 shares; 2025Q2: 18,444 shares; 2025Q3: 20,291 shares; 2025Q4: 26,358 shares 26,358 $3.58M 0.17% +6,067 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: 131,619 shares; 2024Q4: 127,781 shares; 2025Q1: 37,663 shares; 2025Q2: 35,073 shares; 2025Q3: 36,538 shares; 2025Q4: 28,573 shares 28,573 $3.52M 0.17% -7,965 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: 8,666 shares; 2024Q4: 9,117 shares; 2025Q1: 7,944 shares; 2025Q2: 7,903 shares; 2025Q3: 7,295 shares; 2025Q4: 7,752 shares 7,752 $3.49M 0.17% +457 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR 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: 20,989 shares; 2025Q3: 21,655 shares; 2025Q4: 33,524 shares 33,524 $3.48M 0.17% +11,869 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,878 shares; 2024Q4: 10,115 shares; 2025Q1: 10,719 shares; 2025Q2: 15,966 shares; 2025Q3: 16,850 shares; 2025Q4: 17,260 shares 17,260 $3.45M 0.17% +410 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: 6,777 shares; 2024Q4: 7,138 shares; 2025Q1: 7,446 shares; 2025Q2: 13,565 shares; 2025Q3: 11,939 shares; 2025Q4: 11,321 shares 11,321 $3.44M 0.17% -618 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,900 shares; 2024Q4: 41,263 shares; 2025Q1: 32,654 shares; 2025Q2: 29,685 shares; 2025Q3: 52,833 shares; 2025Q4: 58,631 shares 58,631 $3.41M 0.16% +5,798 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: 279,013 shares; 2024Q4: 271,461 shares; 2025Q1: 259,237 shares; 2025Q2: 177,149 shares; 2025Q3: 174,729 shares; 2025Q4: 162,591 shares 162,591 $3.4M 0.16% -12,138 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: 59,995 shares; 2024Q4: 55,267 shares; 2025Q1: 59,186 shares; 2025Q2: 43,385 shares; 2025Q3: 50,355 shares; 2025Q4: 37,625 shares 37,625 $3.33M 0.16% -12,730 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: 9,257 shares; 2024Q4: 8,947 shares; 2025Q1: 11,215 shares; 2025Q2: 12,746 shares; 2025Q3: 14,684 shares; 2025Q4: 15,622 shares 15,622 $3.31M 0.16% +938 Timeline SPTS 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: 115,258 shares; 2024Q4: 91,348 shares; 2025Q1: 114,065 shares; 2025Q2: 111,357 shares; 2025Q3: 112,309 shares; 2025Q4: 112,986 shares 112,986 $3.31M 0.16% +677 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: 9,237 shares; 2024Q4: 8,838 shares; 2025Q1: 6,607 shares; 2025Q2: 6,421 shares; 2025Q3: 6,681 shares; 2025Q4: 6,976 shares 6,976 $3.3M 0.16% +295 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: 5,103 shares; 2024Q4: 4,961 shares; 2025Q1: 5,298 shares; 2025Q2: 5,801 shares; 2025Q3: 5,796 shares; 2025Q4: 5,694 shares 5,694 $3.26M 0.16% -102 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK 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: 3,303 shares; 2025Q3: 54,565 shares; 2025Q4: 84,512 shares 84,512 $3.21M 0.15% +29,947 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,268 shares; 2024Q4: 134,331 shares; 2025Q1: 110,646 shares; 2025Q2: 104,876 shares; 2025Q3: 90,121 shares; 2025Q4: 61,889 shares 61,889 $3.21M 0.15% -28,232 Timeline JPIB 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: 47,063 shares; 2024Q4: 49,457 shares; 2025Q1: 56,333 shares; 2025Q2: 59,114 shares; 2025Q3: 65,176 shares; 2025Q4: 65,572 shares 65,572 $3.19M 0.15% +396 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: 6,095 shares; 2024Q4: 6,219 shares; 2025Q1: 6,215 shares; 2025Q2: 6,349 shares; 2025Q3: 5,604 shares; 2025Q4: 5,598 shares 5,598 $3.17M 0.15% -6 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,870 shares; 2024Q4: 8,002 shares; 2025Q1: 9,309 shares; 2025Q2: 10,276 shares; 2025Q3: 11,249 shares; 2025Q4: 11,287 shares 11,287 $3.15M 0.15% +38 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,074 shares; 2024Q4: 13,890 shares; 2025Q1: 15,707 shares; 2025Q2: 15,726 shares; 2025Q3: 15,355 shares; 2025Q4: 13,635 shares 13,635 $3.12M 0.15% -1,720 Timeline IVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,222 shares; 2024Q4: 33,191 shares; 2025Q1: 48,193 shares; 2025Q2: 93,641 shares; 2025Q3: 94,167 shares; 2025Q4: 99,130 shares 99,130 $3.12M 0.15% +4,963 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: 10,326 shares; 2024Q4: 6,444 shares; 2025Q1: 7,733 shares; 2025Q2: 8,352 shares; 2025Q3: 8,146 shares; 2025Q4: 8,968 shares 8,968 $3.1M 0.15% +822 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: 60,657 shares; 2024Q4: 33,909 shares; 2025Q1: 28,740 shares; 2025Q2: 29,079 shares; 2025Q3: 28,089 shares; 2025Q4: 25,649 shares 25,649 $3.08M 0.15% -2,440 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: 155,825 shares; 2024Q4: 102,499 shares; 2025Q1: 35,248 shares; 2025Q2: 35,070 shares; 2025Q3: 35,370 shares; 2025Q4: 34,412 shares 34,412 $3.08M 0.15% -958 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,421 shares; 2024Q4: 101,017 shares; 2025Q1: 173,799 shares; 2025Q2: 185,354 shares; 2025Q3: 188,644 shares; 2025Q4: 197,942 shares 197,942 $3.04M 0.15% +9,298 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,737 shares; 2024Q4: 5,807 shares; 2025Q1: 5,856 shares; 2025Q2: 61,615 shares; 2025Q3: 66,544 shares; 2025Q4: 68,041 shares 68,041 $3.02M 0.15% +1,497 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,956 shares; 2024Q4: 13,292 shares; 2025Q1: 17,410 shares; 2025Q2: 18,505 shares; 2025Q3: 8,867 shares; 2025Q4: 34,903 shares 34,903 $2.98M 0.14% +26,036 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,540 shares; 2024Q4: 14,069 shares; 2025Q1: 28,103 shares; 2025Q2: 55,297 shares; 2025Q3: 59,628 shares; 2025Q4: 61,751 shares 61,751 $2.96M 0.14% +2,123 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,367 shares; 2024Q4: 61,216 shares; 2025Q1: 61,691 shares; 2025Q2: 38,618 shares; 2025Q3: 53,927 shares; 2025Q4: 54,707 shares 54,707 $2.94M 0.14% +780 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: 6,593 shares; 2024Q4: 6,419 shares; 2025Q1: 6,090 shares; 2025Q2: 7,481 shares; 2025Q3: 7,455 shares; 2025Q4: 7,535 shares 7,535 $2.92M 0.14% +80 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: 105,717 shares; 2024Q4: 103,441 shares; 2025Q1: 75,658 shares; 2025Q2: 59,070 shares; 2025Q3: 51,181 shares; 2025Q4: 50,786 shares 50,786 $2.91M 0.14% -395 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,061 shares; 2024Q4: 5,759 shares; 2025Q1: 8,194 shares; 2025Q2: 9,866 shares; 2025Q3: 10,247 shares; 2025Q4: 10,496 shares 10,496 $2.91M 0.14% +249 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,499 shares; 2024Q4: 48,437 shares; 2025Q1: 57,011 shares; 2025Q2: 61,101 shares; 2025Q3: 61,194 shares; 2025Q4: 61,590 shares 61,590 $2.89M 0.14% +396 Timeline YELP YELP INC More: the full row for YELP 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: 70,739 shares; 2025Q4: 94,461 shares 94,461 $2.87M 0.14% +23,722 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,897 shares; 2024Q4: 25,252 shares; 2025Q1: 28,592 shares; 2025Q2: 40,162 shares; 2025Q3: 64,216 shares; 2025Q4: 81,218 shares 81,218 $2.87M 0.14% +17,002 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,661 shares; 2024Q4: 171,083 shares; 2025Q1: 176,586 shares; 2025Q2: 19,832 shares; 2025Q3: 30,201 shares; 2025Q4: 31,263 shares 31,263 $2.86M 0.14% +1,062 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: 58,588 shares; 2024Q4: 71,320 shares; 2025Q1: 53,484 shares; 2025Q2: 49,585 shares; 2025Q3: 48,556 shares; 2025Q4: 34,810 shares 34,810 $2.83M 0.14% -13,746 Timeline SPMD 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: 38,789 shares; 2024Q4: 37,653 shares; 2025Q1: 43,954 shares; 2025Q2: 46,596 shares; 2025Q3: 46,838 shares; 2025Q4: 48,436 shares 48,436 $2.8M 0.14% +1,598 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,379 shares; 2024Q4: 8,452 shares; 2025Q1: 12,385 shares; 2025Q2: 13,414 shares; 2025Q3: 15,083 shares; 2025Q4: 33,468 shares 33,468 $2.8M 0.14% +18,385 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: 9,031 shares; 2024Q4: 9,375 shares; 2025Q1: 9,222 shares; 2025Q2: 8,572 shares; 2025Q3: 10,572 shares; 2025Q4: 12,246 shares 12,246 $2.79M 0.13% +1,674 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST 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: 83,475 shares; 2025Q2: 87,860 shares; 2025Q3: 97,093 shares; 2025Q4: 117,721 shares 117,721 $2.75M 0.13% +20,628 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,764 shares; 2024Q4: 24,730 shares; 2025Q1: 24,730 shares; 2025Q2: 20,839 shares; 2025Q3: 21,031 shares; 2025Q4: 23,348 shares 23,348 $2.74M 0.13% +2,317 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,877 shares; 2024Q4: 10,877 shares; 2025Q1: 10,877 shares; 2025Q2: 10,877 shares; 2025Q3: 10,877 shares; 2025Q4: 10,877 shares 10,877 $2.73M 0.13% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,046 shares; 2024Q4: 7,852 shares; 2025Q1: 6,356 shares; 2025Q2: 7,524 shares; 2025Q3: 7,441 shares; 2025Q4: 7,307 shares 7,307 $2.73M 0.13% -134 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: 65,626 shares; 2024Q4: 58,559 shares; 2025Q1: 54,039 shares; 2025Q2: 46,103 shares; 2025Q3: 49,326 shares; 2025Q4: 49,093 shares 49,093 $2.7M 0.13% -233 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,047 shares; 2024Q4: 82,634 shares; 2025Q1: 72,252 shares; 2025Q2: 81,324 shares; 2025Q3: 111,018 shares; 2025Q4: 132,924 shares 132,924 $2.69M 0.13% +21,906 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: 6,958 shares; 2024Q4: 6,883 shares; 2025Q1: 4,676 shares; 2025Q2: 4,688 shares; 2025Q3: 4,706 shares; 2025Q4: 4,685 shares 4,685 $2.67M 0.13% -21 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: 53,994 shares; 2024Q4: 54,443 shares; 2025Q1: 55,756 shares; 2025Q2: 55,985 shares; 2025Q3: 61,186 shares; 2025Q4: 61,219 shares 61,219 $2.67M 0.13% +33 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,736 shares; 2024Q4: 55,619 shares; 2025Q1: 58,389 shares; 2025Q2: 180,033 shares; 2025Q3: 235,644 shares; 2025Q4: 236,879 shares 236,879 $2.67M 0.13% +1,235 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,554 shares; 2025Q1: 82,103 shares; 2025Q2: 111,645 shares; 2025Q3: 120,107 shares; 2025Q4: 134,142 shares 134,142 $2.66M 0.13% +14,035 Timeline CALF 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: 103,519 shares; 2024Q4: 104,916 shares; 2025Q1: 50,740 shares; 2025Q2: 47,766 shares; 2025Q3: 55,730 shares; 2025Q4: 59,974 shares 59,974 $2.66M 0.13% +4,244 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,880 shares; 2024Q4: 23,833 shares; 2025Q1: 19,596 shares; 2025Q2: 19,886 shares; 2025Q3: 21,042 shares; 2025Q4: 32,926 shares 32,926 $2.61M 0.13% +11,884 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,582 shares; 2025Q4: 102,063 shares 102,063 $2.61M 0.13% -519 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,381 shares; 2025Q4: 59,625 shares 59,625 $2.6M 0.13% +15,244 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT 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: 32,314 shares 32,314 $2.57M 0.12% new 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: 38,690 shares; 2024Q4: 39,504 shares; 2025Q1: 21,774 shares; 2025Q2: 20,320 shares; 2025Q3: 23,572 shares; 2025Q4: 24,271 shares 24,271 $2.55M 0.12% +699 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,077 shares; 2024Q4: 15,491 shares; 2025Q1: 15,553 shares; 2025Q2: 15,908 shares; 2025Q3: 17,008 shares; 2025Q4: 19,108 shares 19,108 $2.54M 0.12% +2,100 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC 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: 37,690 shares; 2025Q4: 48,742 shares 48,742 $2.46M 0.12% +11,052 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: 42,583 shares; 2024Q4: 122,723 shares; 2025Q1: 86,323 shares; 2025Q2: 85,136 shares; 2025Q3: 82,916 shares; 2025Q4: 82,893 shares 82,893 $2.45M 0.12% -23 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,094 shares; 2024Q4: 29,823 shares; 2025Q1: 27,016 shares; 2025Q2: 26,167 shares; 2025Q3: 26,167 shares; 2025Q4: 16,202 shares 16,202 $2.45M 0.12% -9,965 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,227 shares; 2024Q4: 240,976 shares; 2025Q1: 246,046 shares; 2025Q2: 242,374 shares; 2025Q3: 244,078 shares; 2025Q4: 242,620 shares 242,620 $2.42M 0.12% -1,458 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,271 shares; 2024Q4: 252,301 shares; 2025Q1: 265,413 shares; 2025Q2: 254,436 shares; 2025Q3: 245,651 shares; 2025Q4: 239,797 shares 239,797 $2.39M 0.12% -5,854 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: 7,391 shares; 2024Q4: 6,311 shares; 2025Q1: 6,298 shares; 2025Q2: 13,688 shares; 2025Q3: 15,536 shares; 2025Q4: 16,048 shares 16,048 $2.39M 0.12% +512 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: 84,880 shares; 2024Q4: 64,406 shares; 2025Q1: 59,163 shares; 2025Q2: 58,896 shares; 2025Q3: 57,020 shares; 2025Q4: 4,881 shares 4,881 $2.38M 0.11% -52,139 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: 24,610 shares; 2024Q4: 24,835 shares; 2025Q1: 24,647 shares; 2025Q2: 24,080 shares; 2025Q3: 24,687 shares; 2025Q4: 22,861 shares 22,861 $2.37M 0.11% -1,826 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,768 shares; 2024Q4: 15,196 shares; 2025Q1: 14,835 shares; 2025Q2: 14,774 shares; 2025Q3: 14,447 shares; 2025Q4: 14,126 shares 14,126 $2.34M 0.11% -321 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,317 shares; 2024Q4: 22,444 shares; 2025Q1: 26,298 shares; 2025Q2: 75,896 shares; 2025Q3: 73,646 shares; 2025Q4: 63,381 shares 63,381 $2.33M 0.11% -10,265 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: 16,071 shares; 2024Q4: 14,421 shares; 2025Q1: 14,958 shares; 2025Q2: 12,709 shares; 2025Q3: 14,377 shares; 2025Q4: 14,731 shares 14,731 $2.29M 0.11% +354 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,052 shares; 2024Q4: 78,934 shares; 2025Q1: 79,214 shares; 2025Q2: 74,345 shares; 2025Q3: 67,926 shares; 2025Q4: 67,701 shares 67,701 $2.27M 0.11% -225 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $2.26M 0.11% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,889 shares; 2024Q4: 27,428 shares; 2025Q1: 19,081 shares; 2025Q2: 18,435 shares; 2025Q3: 17,539 shares; 2025Q4: 14,445 shares 14,445 $2.24M 0.11% -3,094 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: 14,686 shares; 2024Q4: 14,707 shares; 2025Q1: 15,361 shares; 2025Q2: 12,807 shares; 2025Q3: 13,135 shares; 2025Q4: 12,543 shares 12,543 $2.22M 0.11% -592 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: 9,829 shares; 2024Q4: 9,509 shares; 2025Q1: 8,716 shares; 2025Q2: 8,254 shares; 2025Q3: 7,828 shares; 2025Q4: 7,261 shares 7,261 $2.22M 0.11% -567 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: 96,155 shares; 2024Q4: 44,118 shares; 2025Q1: 26,136 shares; 2025Q2: 17,254 shares; 2025Q3: 15,184 shares; 2025Q4: 12,483 shares 12,483 $2.22M 0.11% -2,701 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,043 shares; 2024Q4: 85,177 shares; 2025Q1: 85,871 shares; 2025Q2: 84,285 shares; 2025Q3: 76,865 shares; 2025Q4: 74,306 shares 74,306 $2.2M 0.11% -2,559 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: 44,638 shares; 2024Q4: 44,369 shares; 2025Q1: 21,477 shares; 2025Q2: 19,967 shares; 2025Q3: 19,056 shares; 2025Q4: 20,151 shares 20,151 $2.16M 0.1% +1,095 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,548 shares; 2024Q4: 68,407 shares; 2025Q1: 79,545 shares; 2025Q2: 83,324 shares; 2025Q3: 79,911 shares; 2025Q4: 83,373 shares 83,373 $2.07M 0.1% +3,462 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: 28,378 shares; 2024Q4: 30,804 shares; 2025Q1: 35,883 shares; 2025Q2: 44,856 shares; 2025Q3: 48,201 shares; 2025Q4: 45,800 shares 45,800 $2.07M 0.1% -2,401 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,414 shares; 2024Q4: 22,444 shares; 2025Q1: 13,244 shares; 2025Q2: 14,025 shares; 2025Q3: 14,605 shares; 2025Q4: 15,541 shares 15,541 $2.07M 0.1% +936 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: 18,485 shares; 2024Q4: 16,980 shares; 2025Q1: 11,543 shares; 2025Q2: 13,326 shares; 2025Q3: 13,398 shares; 2025Q4: 13,339 shares 13,339 $2.03M 0.1% -59 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: 5,364 shares; 2024Q4: 5,229 shares; 2025Q1: 53,295 shares; 2025Q2: 5,111 shares; 2025Q3: 6,827 shares; 2025Q4: 6,828 shares 6,828 $2.02M 0.1% +1 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: 22,225 shares; 2024Q4: 19,810 shares; 2025Q1: 19,306 shares; 2025Q2: 19,801 shares; 2025Q3: 20,963 shares; 2025Q4: 20,947 shares 20,947 $2.02M 0.1% -16 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,318 shares; 2024Q4: 167,167 shares; 2025Q1: 140,793 shares; 2025Q2: 54,497 shares; 2025Q3: 60,127 shares; 2025Q4: 62,780 shares 62,780 $2.01M 0.1% +2,653 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: 6,043 shares; 2024Q4: 7,047 shares; 2025Q1: 6,291 shares; 2025Q2: 6,301 shares; 2025Q3: 6,273 shares; 2025Q4: 6,068 shares 6,068 $1.99M 0.1% -205 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: 26,033 shares; 2024Q4: 15,548 shares; 2025Q1: 15,583 shares; 2025Q2: 15,339 shares; 2025Q3: 15,826 shares; 2025Q4: 15,005 shares 15,005 $1.97M 0.1% -821 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,897 shares; 2024Q4: 78,170 shares; 2025Q1: 49,224 shares; 2025Q2: 49,224 shares; 2025Q3: 48,648 shares; 2025Q4: 48,155 shares 48,155 $1.96M 0.09% -493 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: 41,395 shares; 2024Q4: 48,840 shares; 2025Q1: 47,552 shares; 2025Q2: 48,534 shares; 2025Q3: 45,884 shares; 2025Q4: 23,377 shares 23,377 $1.94M 0.09% -22,507 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,003 shares; 2024Q4: 34,569 shares; 2025Q1: 22,664 shares; 2025Q2: 22,664 shares; 2025Q3: 39,946 shares; 2025Q4: 37,946 shares 37,946 $1.93M 0.09% -2,000 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: 6,249 shares; 2024Q4: 5,648 shares; 2025Q1: 5,178 shares; 2025Q2: 5,309 shares; 2025Q3: 5,023 shares; 2025Q4: 5,139 shares 5,139 $1.9M 0.09% +116 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,716 shares; 2024Q4: 202,667 shares; 2025Q1: 205,186 shares; 2025Q2: 198,777 shares; 2025Q3: 198,409 shares; 2025Q4: 194,544 shares 194,544 $1.88M 0.09% -3,865 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,251 shares; 2024Q4: 18,520 shares; 2025Q1: 18,393 shares; 2025Q2: 17,391 shares; 2025Q3: 16,186 shares; 2025Q4: 15,731 shares 15,731 $1.87M 0.09% -455 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,204 shares; 2024Q4: 5,885 shares; 2025Q1: 13,242 shares; 2025Q2: 13,860 shares; 2025Q3: 15,561 shares; 2025Q4: 15,848 shares 15,848 $1.87M 0.09% +287 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: 7,289 shares; 2024Q4: 6,802 shares; 2025Q1: 6,543 shares; 2025Q2: 6,008 shares; 2025Q3: 8,255 shares; 2025Q4: 8,555 shares 8,555 $1.86M 0.09% +300 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: 3,329 shares; 2024Q4: 6,879 shares; 2025Q1: 8,605 shares; 2025Q2: 12,055 shares; 2025Q3: 19,807 shares; 2025Q4: 23,672 shares 23,672 $1.84M 0.09% +3,865 Timeline IHI 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: 19,727 shares; 2024Q4: 18,841 shares; 2025Q1: 28,540 shares; 2025Q2: 21,806 shares; 2025Q3: 22,980 shares; 2025Q4: 29,607 shares 29,607 $1.84M 0.09% +6,627 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,415 shares; 2024Q4: 59,482 shares; 2025Q1: 59,550 shares; 2025Q2: 58,541 shares; 2025Q3: 61,849 shares; 2025Q4: 61,986 shares 61,986 $1.83M 0.09% +137 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: 3,450 shares; 2024Q4: 2,485 shares; 2025Q1: 3,114 shares; 2025Q2: 4,687 shares; 2025Q3: 5,622 shares; 2025Q4: 5,452 shares 5,452 $1.8M 0.09% -170 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,598 shares; 2024Q4: 196,115 shares; 2025Q1: 21,579 shares; 2025Q2: 64,753 shares; 2025Q3: 27,569 shares; 2025Q4: 20,568 shares 20,568 $1.79M 0.09% -7,001 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: 111,559 shares; 2024Q4: 53,049 shares; 2025Q1: 71,949 shares; 2025Q2: 68,393 shares; 2025Q3: 66,749 shares; 2025Q4: 71,621 shares 71,621 $1.78M 0.09% +4,872 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: 25,670 shares; 2024Q4: 25,030 shares; 2025Q1: 23,966 shares; 2025Q2: 23,436 shares; 2025Q3: 25,110 shares; 2025Q4: 25,401 shares 25,401 $1.78M 0.09% +291 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,866 shares; 2024Q4: 60,159 shares; 2025Q1: 62,787 shares; 2025Q2: 78,260 shares; 2025Q3: 80,615 shares; 2025Q4: 75,879 shares 75,879 $1.77M 0.09% -4,736 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,150 shares; 2024Q4: 14,672 shares; 2025Q1: 10,887 shares; 2025Q2: 10,242 shares; 2025Q3: 9,709 shares; 2025Q4: 9,448 shares 9,448 $1.73M 0.08% -261 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: 4,652 shares; 2024Q4: 4,929 shares; 2025Q1: 3,908 shares; 2025Q2: 5,359 shares; 2025Q3: 5,764 shares; 2025Q4: 5,565 shares 5,565 $1.71M 0.08% -199 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,280 shares; 2024Q4: 25,421 shares; 2025Q1: 25,486 shares; 2025Q2: 25,566 shares; 2025Q3: 25,400 shares; 2025Q4: 25,439 shares 25,439 $1.71M 0.08% +39 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,242 shares; 2024Q4: 25,752 shares; 2025Q1: 26,034 shares; 2025Q2: 25,878 shares; 2025Q3: 23,661 shares; 2025Q4: 24,009 shares 24,009 $1.7M 0.08% +348 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: 6,010 shares; 2024Q4: 6,175 shares; 2025Q1: 5,206 shares; 2025Q2: 5,046 shares; 2025Q3: 5,251 shares; 2025Q4: 4,950 shares 4,950 $1.7M 0.08% -301 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,909 shares; 2024Q4: 47,316 shares; 2025Q1: 40,358 shares; 2025Q2: 39,709 shares; 2025Q3: 39,710 shares; 2025Q4: 35,366 shares 35,366 $1.69M 0.08% -4,344 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 2,475 shares; 2025Q1: 2,727 shares; 2025Q2: 2,646 shares; 2025Q3: 2,754 shares; 2025Q4: 2,752 shares 2,752 $1.66M 0.08% -2 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,032 shares; 2024Q4: 89,169 shares; 2025Q1: 83,757 shares; 2025Q2: 78,257 shares; 2025Q3: 74,778 shares; 2025Q4: 70,086 shares 70,086 $1.65M 0.08% -4,692 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: 51,749 shares; 2024Q4: 45,127 shares; 2025Q1: 41,283 shares; 2025Q2: 32,850 shares; 2025Q3: 39,755 shares; 2025Q4: 35,741 shares 35,741 $1.65M 0.08% -4,014 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: 13,878 shares; 2024Q4: 12,703 shares; 2025Q1: 11,260 shares; 2025Q2: 10,524 shares; 2025Q3: 10,552 shares; 2025Q4: 10,236 shares 10,236 $1.64M 0.08% -316 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,383 shares; 2025Q1: 76,033 shares; 2025Q2: 73,318 shares; 2025Q3: 26,600 shares; 2025Q4: 43,377 shares 43,377 $1.64M 0.08% +16,777 Timeline QTOP 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: 8,346 shares; 2025Q1: 31,318 shares; 2025Q2: 45,883 shares; 2025Q3: 46,548 shares; 2025Q4: 51,166 shares 51,166 $1.64M 0.08% +4,618 Timeline IGRO 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: 21,612 shares; 2024Q4: 21,935 shares; 2025Q1: 22,085 shares; 2025Q2: 21,119 shares; 2025Q3: 19,702 shares; 2025Q4: 19,731 shares 19,731 $1.63M 0.08% +29 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: 21,390 shares; 2024Q4: 19,440 shares; 2025Q1: 15,807 shares; 2025Q2: 15,612 shares; 2025Q3: 15,201 shares; 2025Q4: 14,317 shares 14,317 $1.63M 0.08% -884 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: 11,250 shares; 2024Q4: 9,274 shares; 2025Q1: 8,667 shares; 2025Q2: 9,150 shares; 2025Q3: 8,905 shares; 2025Q4: 8,351 shares 8,351 $1.63M 0.08% -554 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,313 shares; 2024Q4: 76,804 shares; 2025Q1: 14,117 shares; 2025Q2: 13,921 shares; 2025Q3: 15,196 shares; 2025Q4: 14,281 shares 14,281 $1.63M 0.08% -915 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,296 shares; 2024Q4: 14,009 shares; 2025Q1: 15,553 shares; 2025Q2: 16,897 shares; 2025Q3: 18,524 shares; 2025Q4: 16,242 shares 16,242 $1.62M 0.08% -2,282 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,153 shares; 2024Q4: 2,861 shares; 2025Q1: 5,985 shares; 2025Q2: 2,944 shares; 2025Q3: 3,029 shares; 2025Q4: 4,915 shares 4,915 $1.59M 0.08% +1,886 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,501 shares; 2024Q4: 46,432 shares; 2025Q1: 44,046 shares; 2025Q2: 52,762 shares; 2025Q3: 55,197 shares; 2025Q4: 54,531 shares 54,531 $1.58M 0.08% -666 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,633 shares; 2024Q4: 8,368 shares; 2025Q1: 8,317 shares; 2025Q2: 8,556 shares; 2025Q3: 9,576 shares; 2025Q4: 10,375 shares 10,375 $1.58M 0.08% +799 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: 27,744 shares; 2024Q4: 28,239 shares; 2025Q1: 28,350 shares; 2025Q2: 7,720 shares; 2025Q3: 14,693 shares; 2025Q4: 20,602 shares 20,602 $1.57M 0.08% +5,909 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: 2,458 shares; 2024Q4: 2,957 shares; 2025Q1: 2,983 shares; 2025Q2: 2,872 shares; 2025Q3: 3,103 shares; 2025Q4: 3,292 shares 3,292 $1.54M 0.07% +189 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: 4,177 shares; 2024Q4: 4,409 shares; 2025Q1: 4,419 shares; 2025Q2: 4,533 shares; 2025Q3: 4,772 shares; 2025Q4: 4,331 shares 4,331 $1.52M 0.07% -441 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,090 shares; 2024Q4: 140,987 shares; 2025Q1: 57,327 shares; 2025Q2: 20,858 shares; 2025Q3: 20,435 shares; 2025Q4: 23,599 shares 23,599 $1.52M 0.07% +3,164 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: 4,496 shares; 2024Q4: 1,893 shares; 2025Q1: 2,009 shares; 2025Q2: 2,099 shares; 2025Q3: 2,135 shares; 2025Q4: 5,030 shares 5,030 $1.51M 0.07% +2,895 Timeline MDYV 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: 19,278 shares; 2024Q4: 18,878 shares; 2025Q1: 18,261 shares; 2025Q2: 18,490 shares; 2025Q3: 18,426 shares; 2025Q4: 17,652 shares 17,652 $1.49M 0.07% -774 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,684 shares; 2024Q4: 30,970 shares; 2025Q1: 30,946 shares; 2025Q2: 30,946 shares; 2025Q3: 18,472 shares; 2025Q4: 14,822 shares 14,822 $1.48M 0.07% -3,650 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,528 shares; 2024Q4: 6,527 shares; 2025Q1: 6,116 shares; 2025Q2: 6,047 shares; 2025Q3: 5,689 shares; 2025Q4: 5,608 shares 5,608 $1.47M 0.07% -81 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: 40,967 shares; 2024Q4: 37,927 shares; 2025Q1: 35,752 shares; 2025Q2: 35,239 shares; 2025Q3: 37,157 shares; 2025Q4: 36,076 shares 36,076 $1.47M 0.07% -1,081 Timeline DWM 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: 16,985 shares; 2024Q4: 17,491 shares; 2025Q1: 20,340 shares; 2025Q2: 21,312 shares; 2025Q3: 23,258 shares; 2025Q4: 21,221 shares 21,221 $1.46M 0.07% -2,037 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,754 shares; 2024Q4: 17,352 shares; 2025Q1: 18,082 shares; 2025Q2: 18,993 shares; 2025Q3: 19,437 shares; 2025Q4: 22,734 shares 22,734 $1.46M 0.07% +3,297 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: 11,653 shares; 2024Q4: 11,648 shares; 2025Q1: 11,652 shares; 2025Q2: 11,503 shares; 2025Q3: 11,140 shares; 2025Q4: 10,917 shares 10,917 $1.45M 0.07% -223 Timeline IPKW 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: 36,508 shares; 2024Q4: 35,580 shares; 2025Q1: 29,614 shares; 2025Q2: 25,134 shares; 2025Q3: 24,720 shares; 2025Q4: 25,759 shares 25,759 $1.43M 0.07% +1,039 Timeline WISE THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,094 shares; 2024Q4: 26,965 shares; 2025Q1: 29,403 shares; 2025Q2: 32,321 shares; 2025Q3: 32,812 shares; 2025Q4: 36,445 shares 36,445 $1.42M 0.07% +3,633 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,465 shares; 2024Q4: 27,459 shares; 2025Q1: 28,929 shares; 2025Q2: 28,980 shares; 2025Q3: 24,895 shares; 2025Q4: 24,602 shares 24,602 $1.42M 0.07% -293 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,618 shares; 2024Q4: 26,844 shares; 2025Q1: 28,912 shares; 2025Q2: 32,457 shares; 2025Q3: 39,098 shares; 2025Q4: 39,255 shares 39,255 $1.41M 0.07% +157 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: 10,626 shares; 2024Q4: 8,704 shares; 2025Q1: 7,761 shares; 2025Q2: 7,710 shares; 2025Q3: 8,012 shares; 2025Q4: 7,749 shares 7,749 $1.38M 0.07% -263 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,190 shares; 2025Q2: 30,503 shares; 2025Q3: 26,240 shares; 2025Q4: 25,735 shares 25,735 $1.35M 0.07% -505 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,563 shares; 2024Q4: 10,524 shares; 2025Q1: 10,524 shares; 2025Q2: 10,265 shares; 2025Q3: 10,240 shares; 2025Q4: 10,107 shares 10,107 $1.35M 0.07% -133 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: 50,021 shares; 2024Q4: 49,152 shares; 2025Q1: 29,180 shares; 2025Q2: 29,841 shares; 2025Q3: 24,912 shares; 2025Q4: 18,058 shares 18,058 $1.34M 0.06% -6,854 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: 5,327 shares; 2024Q4: 8,353 shares; 2025Q1: 11,935 shares; 2025Q2: 73,200 shares; 2025Q3: 76,210 shares; 2025Q4: 16,334 shares 16,334 $1.33M 0.06% -59,876 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,134 shares; 2024Q4: 22,198 shares; 2025Q1: 21,644 shares; 2025Q2: 21,289 shares; 2025Q3: 24,568 shares; 2025Q4: 24,741 shares 24,741 $1.33M 0.06% +173 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: 9,086 shares; 2024Q4: 8,222 shares; 2025Q1: 8,124 shares; 2025Q2: 7,713 shares; 2025Q3: 9,243 shares; 2025Q4: 9,289 shares 9,289 $1.33M 0.06% +46 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,472 shares; 2024Q4: 29,343 shares; 2025Q1: 19,863 shares; 2025Q2: 23,508 shares; 2025Q3: 16,221 shares; 2025Q4: 13,824 shares 13,824 $1.33M 0.06% -2,397 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: 21,354 shares; 2024Q4: 18,246 shares; 2025Q1: 16,972 shares; 2025Q2: 15,627 shares; 2025Q3: 18,665 shares; 2025Q4: 17,129 shares 17,129 $1.32M 0.06% -1,536 Timeline HELO 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: 15,549 shares; 2024Q4: 26,917 shares; 2025Q1: 30,078 shares; 2025Q2: 22,808 shares; 2025Q3: 20,729 shares; 2025Q4: 19,739 shares 19,739 $1.31M 0.06% -990 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,854 shares; 2025Q3: 46,148 shares; 2025Q4: 55,357 shares 55,357 $1.3M 0.06% +9,209 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,465 shares; 2024Q4: 86,037 shares; 2025Q1: 37,853 shares; 2025Q2: 37,853 shares; 2025Q3: 35,073 shares; 2025Q4: 32,812 shares 32,812 $1.3M 0.06% -2,261 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,274 shares; 2024Q4: 6,338 shares; 2025Q1: 5,275 shares; 2025Q2: 4,402 shares; 2025Q3: 3,808 shares; 2025Q4: 6,191 shares 6,191 $1.29M 0.06% +2,383 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: 4,200 shares; 2024Q4: 4,220 shares; 2025Q1: 4,730 shares; 2025Q2: 4,730 shares; 2025Q3: 4,830 shares; 2025Q4: 4,280 shares 4,280 $1.27M 0.06% -550 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: 16,077 shares; 2024Q4: 16,064 shares; 2025Q1: 15,581 shares; 2025Q2: 16,246 shares; 2025Q3: 16,139 shares; 2025Q4: 16,815 shares 16,815 $1.26M 0.06% +676 Timeline FENY 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: 52,520 shares; 2024Q4: 52,232 shares; 2025Q1: 52,573 shares; 2025Q2: 49,468 shares; 2025Q3: 51,208 shares; 2025Q4: 50,831 shares 50,831 $1.26M 0.06% -377 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,842 shares; 2024Q4: 43,442 shares; 2025Q1: 35,668 shares; 2025Q2: 35,268 shares; 2025Q3: 26,870 shares; 2025Q4: 20,796 shares 20,796 $1.24M 0.06% -6,074 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,781 shares; 2024Q4: 3,795 shares; 2025Q1: 2,327 shares; 2025Q2: 2,406 shares; 2025Q3: 2,426 shares; 2025Q4: 2,117 shares 2,117 $1.23M 0.06% -309 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,835 shares; 2024Q4: 5,576 shares; 2025Q1: 5,560 shares; 2025Q2: 4,690 shares; 2025Q3: 5,075 shares; 2025Q4: 4,772 shares 4,772 $1.23M 0.06% -303 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: 81,818 shares; 2024Q4: 21,228 shares; 2025Q1: 10,368 shares; 2025Q2: 17,492 shares; 2025Q3: 10,767 shares; 2025Q4: 12,674 shares 12,674 $1.22M 0.06% +1,907 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: 8,004 shares; 2024Q4: 8,208 shares; 2025Q1: 8,944 shares; 2025Q2: 5,980 shares; 2025Q3: 5,222 shares; 2025Q4: 4,254 shares 4,254 $1.21M 0.06% -968 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,007 shares; 2024Q4: 94,448 shares; 2025Q1: 8,348 shares; 2025Q2: 8,292 shares; 2025Q3: 29,194 shares; 2025Q4: 26,135 shares 26,135 $1.21M 0.06% -3,059 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: 9,339 shares; 2024Q4: 8,858 shares; 2025Q1: 13,173 shares; 2025Q2: 6,306 shares; 2025Q3: 5,781 shares; 2025Q4: 5,644 shares 5,644 $1.21M 0.06% -137 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,816 shares; 2024Q4: 24,690 shares; 2025Q1: 21,380 shares; 2025Q2: 21,390 shares; 2025Q3: 21,790 shares; 2025Q4: 21,788 shares 21,788 $1.19M 0.06% -2 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,682 shares; 2025Q2: 6,991 shares; 2025Q3: 11,585 shares; 2025Q4: 12,848 shares 12,848 $1.18M 0.06% +1,263 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,302 shares; 2024Q4: 3,302 shares; 2025Q1: 3,302 shares; 2025Q2: 3,302 shares; 2025Q3: 3,302 shares; 2025Q4: 3,202 shares 3,202 $1.18M 0.06% -100 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,434 shares; 2024Q4: 8,393 shares; 2025Q1: 8,393 shares; 2025Q2: 8,421 shares; 2025Q3: 8,421 shares; 2025Q4: 8,421 shares 8,421 $1.16M 0.06% 0 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,841 shares; 2024Q4: 41,022 shares; 2025Q1: 41,022 shares; 2025Q2: 37,975 shares; 2025Q3: 33,371 shares; 2025Q4: 33,371 shares 33,371 $1.12M 0.05% 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: 18,161 shares; 2024Q4: 19,393 shares; 2025Q1: 17,369 shares; 2025Q2: 16,181 shares; 2025Q3: 15,320 shares; 2025Q4: 13,938 shares 13,938 $1.12M 0.05% -1,382 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,285 shares 11,285 $1.11M 0.05% new Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,000 shares; 2024Q4: 50,185 shares; 2025Q1: 36,185 shares; 2025Q2: 89,185 shares; 2025Q3: 81,185 shares; 2025Q4: 81,185 shares 81,185 $1.09M 0.05% 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: 1,608 shares; 2024Q4: 1,736 shares; 2025Q1: 1,684 shares; 2025Q2: 1,626 shares; 2025Q3: 1,803 shares; 2025Q4: 1,866 shares 1,866 $1.08M 0.05% +63 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: 38,559 shares; 2024Q4: 37,707 shares; 2025Q1: 18,647 shares; 2025Q2: 5,106 shares; 2025Q3: 5,088 shares; 2025Q4: 5,108 shares 5,108 $1.08M 0.05% +20 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: 65,565 shares; 2024Q4: 60,956 shares; 2025Q1: 50,660 shares; 2025Q2: 48,340 shares; 2025Q3: 44,769 shares; 2025Q4: 42,581 shares 42,581 $1.06M 0.05% -2,188 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: 9,795 shares; 2024Q4: 9,867 shares; 2025Q1: 9,870 shares; 2025Q2: 10,130 shares; 2025Q3: 10,132 shares; 2025Q4: 10,204 shares 10,204 $1.05M 0.05% +72 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: 7,908 shares; 2024Q4: 6,925 shares; 2025Q1: 6,974 shares; 2025Q2: 7,059 shares; 2025Q3: 4,788 shares; 2025Q4: 4,756 shares 4,756 $1.04M 0.05% -32 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,019 shares 69,019 $1.04M 0.05% 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: 42,282 shares; 2024Q4: 10,843 shares; 2025Q1: 10,511 shares; 2025Q2: 10,353 shares; 2025Q3: 11,359 shares; 2025Q4: 11,526 shares 11,526 $1.03M 0.05% +167 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,074 shares; 2024Q4: 31,654 shares; 2025Q1: 23,025 shares; 2025Q2: 16,501 shares; 2025Q3: 13,368 shares; 2025Q4: 13,066 shares 13,066 $1.03M 0.05% -302 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,446 shares; 2024Q4: 1,828 shares; 2025Q1: 2,161 shares; 2025Q2: 2,162 shares; 2025Q3: 2,204 shares; 2025Q4: 3,300 shares 3,300 $1.02M 0.05% +1,096 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: 1,343 shares; 2025Q1: 1,043 shares; 2025Q2: 1,161 shares; 2025Q3: 1,411 shares; 2025Q4: 1,556 shares 1,556 $1.02M 0.05% +145 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,434 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,514 shares 2,514 $991K 0.05% new Timeline DFAX 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: 33,476 shares; 2024Q4: 30,599 shares; 2025Q1: 30,599 shares; 2025Q2: 30,241 shares; 2025Q3: 30,241 shares; 2025Q4: 30,172 shares 30,172 $988K 0.05% -69 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,637 shares; 2024Q4: 81,248 shares; 2025Q1: 66,149 shares; 2025Q2: 49,999 shares; 2025Q3: 43,028 shares; 2025Q4: 54,761 shares 54,761 $986K 0.05% +11,733 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: 4,815 shares; 2024Q4: 5,158 shares; 2025Q1: 5,058 shares; 2025Q2: 5,256 shares; 2025Q3: 5,339 shares; 2025Q4: 5,049 shares 5,049 $985K 0.05% -290 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,498 shares; 2024Q4: 16,928 shares; 2025Q1: 11,150 shares; 2025Q2: 10,362 shares; 2025Q3: 10,042 shares; 2025Q4: 10,483 shares 10,483 $984K 0.05% +441 Timeline KSPY KRANESHARES TRUST More: the full row for KRANESHARES 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: 7,549 shares; 2025Q4: 34,916 shares 34,916 $958K 0.05% +27,367 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,770 shares; 2025Q1: 29,780 shares; 2025Q2: 29,337 shares; 2025Q3: 31,893 shares; 2025Q4: 30,455 shares 30,455 $940K 0.05% -1,438 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,793 shares; 2024Q4: 17,988 shares; 2025Q1: 18,438 shares; 2025Q2: 21,403 shares; 2025Q3: 21,800 shares; 2025Q4: 23,011 shares 23,011 $937K 0.05% +1,211 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: 1,340 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,407 shares 4,407 $931K 0.04% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,511 shares; 2024Q4: 4,503 shares; 2025Q1: 3,851 shares; 2025Q2: 3,541 shares; 2025Q3: 3,668 shares; 2025Q4: 3,408 shares 3,408 $924K 0.04% -260 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,895 shares; 2024Q4: 13,986 shares; 2025Q1: 22,214 shares; 2025Q2: 30,793 shares; 2025Q3: 31,732 shares; 2025Q4: 21,714 shares 21,714 $913K 0.04% -10,018 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,700 shares; 2025Q1: 7,026 shares; 2025Q2: 7,243 shares; 2025Q3: 7,666 shares; 2025Q4: 6,943 shares 6,943 $910K 0.04% -723 Timeline NTRL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,177 shares; 2024Q4: 51,335 shares; 2025Q1: 50,448 shares; 2025Q2: 49,617 shares; 2025Q3: 46,533 shares; 2025Q4: 44,041 shares 44,041 $909K 0.04% -2,492 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,808 shares; 2024Q4: 16,808 shares; 2025Q1: 16,808 shares; 2025Q2: 16,808 shares; 2025Q3: 16,808 shares; 2025Q4: 16,808 shares 16,808 $899K 0.04% 0 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,848 shares; 2024Q4: 27,938 shares; 2025Q1: 43,747 shares; 2025Q2: 23,487 shares; 2025Q3: 23,513 shares; 2025Q4: 23,546 shares 23,546 $892K 0.04% +33 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,331 shares; 2024Q4: 62,282 shares; 2025Q1: 138,585 shares; 2025Q2: 34,727 shares; 2025Q3: 35,286 shares; 2025Q4: 35,374 shares 35,374 $890K 0.04% +88 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,810 shares; 2025Q3: 16,055 shares; 2025Q4: 16,294 shares 16,294 $885K 0.04% +239 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 6,129 shares; 2025Q1: 6,473 shares; 2025Q2: 7,038 shares; 2025Q3: 7,934 shares; 2025Q4: 8,648 shares 8,648 $884K 0.04% +714 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: 23,577 shares; 2024Q4: 6,987 shares; 2025Q1: 5,975 shares; 2025Q2: 6,196 shares; 2025Q3: 6,093 shares; 2025Q4: 6,104 shares 6,104 $876K 0.04% +11 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: 34,698 shares; 2024Q4: 20,830 shares; 2025Q1: 3,358 shares; 2025Q2: 7,283 shares; 2025Q3: 6,172 shares; 2025Q4: 8,747 shares 8,747 $874K 0.04% +2,575 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 957 shares; 2025Q1: 915 shares; 2025Q2: 862 shares; 2025Q3: 942 shares; 2025Q4: 990 shares 990 $870K 0.04% +48 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: 21,274 shares; 2024Q4: 20,258 shares; 2025Q1: 20,167 shares; 2025Q2: 19,709 shares; 2025Q3: 19,558 shares; 2025Q4: 9,547 shares 9,547 $869K 0.04% -10,011 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,747 shares; 2024Q4: 13,854 shares; 2025Q1: 35,289 shares; 2025Q2: 8,740 shares; 2025Q3: 9,446 shares; 2025Q4: 23,522 shares 23,522 $861K 0.04% +14,076 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,111 shares; 2024Q4: 29,106 shares; 2025Q1: 27,308 shares; 2025Q2: 16,772 shares; 2025Q3: 13,988 shares; 2025Q4: 13,214 shares 13,214 $860K 0.04% -774 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,131 shares; 2024Q4: 87,051 shares; 2025Q1: 89,695 shares; 2025Q2: 89,695 shares; 2025Q3: 89,041 shares; 2025Q4: 89,041 shares 89,041 $852K 0.04% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,370 shares; 2024Q4: 22,476 shares; 2025Q1: 11,192 shares; 2025Q2: 10,713 shares; 2025Q3: 10,414 shares; 2025Q4: 6,783 shares 6,783 $850K 0.04% -3,631 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,184 shares; 2025Q1: 3,204 shares; 2025Q2: 1,915 shares; 2025Q3: 2,156 shares; 2025Q4: 1,991 shares 1,991 $840K 0.04% -165 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,434 shares; 2024Q4: 8,737 shares; 2025Q1: 6,588 shares; 2025Q2: 6,821 shares; 2025Q3: 6,783 shares; 2025Q4: 7,099 shares 7,099 $832K 0.04% +316 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,149 shares; 2024Q4: 13,968 shares; 2025Q1: 17,659 shares; 2025Q2: 17,659 shares; 2025Q3: 17,659 shares; 2025Q4: 17,659 shares 17,659 $830K 0.04% 0 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: 7,463 shares; 2024Q4: 7,233 shares; 2025Q1: 9,055 shares; 2025Q2: 9,139 shares; 2025Q3: 9,351 shares; 2025Q4: 8,865 shares 8,865 $826K 0.04% -486 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: 6,319 shares; 2024Q4: 6,268 shares; 2025Q1: 6,291 shares; 2025Q2: 6,316 shares; 2025Q3: 6,232 shares; 2025Q4: 5,924 shares 5,924 $824K 0.04% -308 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,594 shares; 2025Q2: 14,628 shares; 2025Q3: 16,248 shares; 2025Q4: 15,269 shares 15,269 $822K 0.04% -979 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,073 shares; 2024Q4: 20,860 shares; 2025Q1: 21,345 shares; 2025Q2: 15,177 shares; 2025Q3: 21,411 shares; 2025Q4: 22,098 shares 22,098 $815K 0.04% +687 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,398 shares; 2024Q4: 13,021 shares; 2025Q1: 16,568 shares; 2025Q2: 15,944 shares; 2025Q3: 14,361 shares; 2025Q4: 15,948 shares 15,948 $811K 0.04% +1,587 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: 577 shares; 2024Q4: 646 shares; 2025Q1: 913 shares; 2025Q2: 961 shares; 2025Q3: 1,039 shares; 2025Q4: 5,290 shares 5,290 $810K 0.04% +4,251 Timeline STXE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,293 shares; 2024Q4: 33,348 shares; 2025Q1: 25,015 shares; 2025Q2: 21,942 shares; 2025Q3: 21,605 shares; 2025Q4: 22,487 shares 22,487 $808K 0.04% +882 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK 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: 7,963 shares 7,963 $803K 0.04% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 5,879 shares; 2025Q4: 29,590 shares 29,590 $803K 0.04% +23,711 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: 13,307 shares; 2024Q4: 16,498 shares; 2025Q1: 4,318 shares; 2025Q2: 3,430 shares; 2025Q3: 3,359 shares; 2025Q4: 6,676 shares 6,676 $797K 0.04% +3,317 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: 1,755 shares; 2024Q4: 1,756 shares; 2025Q1: not reported; 2025Q2: 1,972 shares; 2025Q3: 2,484 shares; 2025Q4: 2,255 shares 2,255 $797K 0.04% -229 Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,538 shares; 2024Q4: 37,251 shares; 2025Q1: 40,244 shares; 2025Q2: 35,646 shares; 2025Q3: 36,233 shares; 2025Q4: 35,459 shares 35,459 $793K 0.04% -774 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,375 shares; 2024Q4: 17,225 shares; 2025Q1: 15,630 shares; 2025Q2: 16,870 shares; 2025Q3: 16,714 shares; 2025Q4: 16,714 shares 16,714 $781K 0.04% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,359 shares; 2024Q4: 11,225 shares; 2025Q1: 10,861 shares; 2025Q2: 10,867 shares; 2025Q3: 9,873 shares; 2025Q4: 9,848 shares 9,848 $777K 0.04% -25 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: 2,120 shares; 2024Q4: 2,241 shares; 2025Q1: 1,179 shares; 2025Q2: 1,171 shares; 2025Q3: 1,173 shares; 2025Q4: 1,161 shares 1,161 $769K 0.04% -12 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,475 shares; 2024Q4: 5,533 shares; 2025Q1: 4,662 shares; 2025Q2: 4,667 shares; 2025Q3: 4,671 shares; 2025Q4: 4,675 shares 4,675 $763K 0.04% +4 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,031 shares; 2024Q4: 50,340 shares; 2025Q1: 50,291 shares; 2025Q2: 51,811 shares; 2025Q3: 51,423 shares; 2025Q4: 43,043 shares 43,043 $762K 0.04% -8,380 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,464 shares; 2025Q3: 16,580 shares; 2025Q4: 16,275 shares 16,275 $760K 0.04% -305 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,175 shares; 2024Q4: 15,293 shares; 2025Q1: 5,821 shares; 2025Q2: 14,366 shares; 2025Q3: 15,516 shares; 2025Q4: 14,962 shares 14,962 $748K 0.04% -554 Timeline DDTL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,500 shares; 2025Q4: 35,500 shares 35,500 $743K 0.04% -2,000 Timeline TECB 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: 11,883 shares; 2024Q4: 11,861 shares; 2025Q1: 12,177 shares; 2025Q2: 12,390 shares; 2025Q3: 12,320 shares; 2025Q4: 12,194 shares 12,194 $742K 0.04% -126 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: 4,358 shares; 2024Q4: 4,344 shares; 2025Q1: 4,345 shares; 2025Q2: 4,386 shares; 2025Q3: 4,387 shares; 2025Q4: 4,388 shares 4,388 $737K 0.04% +1 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,417 shares; 2025Q3: 17,217 shares; 2025Q4: 7,943 shares 7,943 $733K 0.04% -9,274 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,665 shares; 2024Q4: 13,256 shares; 2025Q1: 13,566 shares; 2025Q2: 13,566 shares; 2025Q3: 13,566 shares; 2025Q4: 13,256 shares 13,256 $730K 0.04% -310 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,846 shares; 2025Q1: 14,013 shares; 2025Q2: 14,013 shares; 2025Q3: 10,968 shares; 2025Q4: 18,225 shares 18,225 $724K 0.03% +7,257 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: 951 shares; 2024Q4: 951 shares; 2025Q1: 535 shares; 2025Q2: 8,010 shares; 2025Q3: 8,327 shares; 2025Q4: 7,905 shares 7,905 $721K 0.03% -422 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: 2,853 shares; 2024Q4: 2,921 shares; 2025Q1: 2,415 shares; 2025Q2: 2,414 shares; 2025Q3: 2,243 shares; 2025Q4: 1,681 shares 1,681 $717K 0.03% -562 Timeline VLUE 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: 5,239 shares; 2024Q4: 5,239 shares; 2025Q1: 5,239 shares; 2025Q2: 5,239 shares; 2025Q3: 5,239 shares; 2025Q4: 5,239 shares 5,239 $716K 0.03% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,233 shares; 2024Q4: 7,233 shares; 2025Q1: 7,233 shares; 2025Q2: 7,450 shares; 2025Q3: 5,598 shares; 2025Q4: 5,598 shares 5,598 $714K 0.03% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,974 shares; 2024Q4: 30,378 shares; 2025Q1: 23,129 shares; 2025Q2: 23,801 shares; 2025Q3: 23,497 shares; 2025Q4: 19,695 shares 19,695 $714K 0.03% -3,802 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: 14,940 shares; 2024Q4: 15,301 shares; 2025Q1: 14,780 shares; 2025Q2: 15,503 shares; 2025Q3: 13,394 shares; 2025Q4: 13,281 shares 13,281 $709K 0.03% -113 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: 100,558 shares; 2024Q4: 6,922 shares; 2025Q1: 8,100 shares; 2025Q2: 8,053 shares; 2025Q3: 8,876 shares; 2025Q4: 8,244 shares 8,244 $707K 0.03% -632 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,378 shares 10,378 $707K 0.03% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,936 shares; 2024Q4: 6,181 shares; 2025Q1: 6,192 shares; 2025Q2: 6,203 shares; 2025Q3: 6,739 shares; 2025Q4: 7,242 shares 7,242 $704K 0.03% +503 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,917 shares; 2024Q4: 12,736 shares; 2025Q1: 14,567 shares; 2025Q2: 18,474 shares; 2025Q3: 18,866 shares; 2025Q4: 21,234 shares 21,234 $701K 0.03% +2,368 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,419 shares; 2024Q4: 6,569 shares; 2025Q1: 6,380 shares; 2025Q2: 7,158 shares; 2025Q3: 8,156 shares; 2025Q4: 7,269 shares 7,269 $693K 0.03% -887 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,813 shares; 2024Q4: 36,549 shares; 2025Q1: 16,995 shares; 2025Q2: 17,720 shares; 2025Q3: 15,415 shares; 2025Q4: 15,414 shares 15,414 $693K 0.03% -1 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: 8,540 shares; 2024Q4: 9,539 shares; 2025Q1: 5,058 shares; 2025Q2: 4,453 shares; 2025Q3: 4,239 shares; 2025Q4: 4,244 shares 4,244 $691K 0.03% +5 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: 9,390 shares; 2024Q4: 28,002 shares; 2025Q1: 24,135 shares; 2025Q2: 23,297 shares; 2025Q3: 22,522 shares; 2025Q4: 22,874 shares 22,874 $688K 0.03% +352 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,874 shares; 2024Q4: 144,720 shares; 2025Q1: 125,844 shares; 2025Q2: 133,489 shares; 2025Q3: 136,186 shares; 2025Q4: 29,729 shares 29,729 $685K 0.03% -106,457 Timeline WELLS FARGO & CO 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: 277 shares; 2024Q4: 284 shares; 2025Q1: 285 shares; 2025Q2: 385 shares; 2025Q3: 567 shares; 2025Q4: 564 shares 564 $684K 0.03% -3 SPHB 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: 5,609 shares; 2024Q4: 5,846 shares; 2025Q1: 5,617 shares; 2025Q2: 5,829 shares; 2025Q3: 5,701 shares; 2025Q4: 5,800 shares 5,800 $678K 0.03% +99 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,513 shares; 2024Q4: 27,473 shares; 2025Q1: 26,350 shares; 2025Q2: 22,109 shares; 2025Q3: 21,660 shares; 2025Q4: 19,458 shares 19,458 $671K 0.03% -2,202 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,002 shares; 2024Q4: 3,893 shares; 2025Q1: 3,894 shares; 2025Q2: 3,832 shares; 2025Q3: 3,986 shares; 2025Q4: 3,935 shares 3,935 $664K 0.03% -51 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 289 shares; 2025Q1: 282 shares; 2025Q2: 285 shares; 2025Q3: 291 shares; 2025Q4: 320 shares 320 $646K 0.03% +29 Timeline AUGU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,613 shares; 2024Q4: 23,493 shares; 2025Q1: 21,255 shares; 2025Q2: 21,255 shares; 2025Q3: 21,989 shares; 2025Q4: 21,889 shares 21,889 $645K 0.03% -100 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 635 shares; 2025Q1: 587 shares; 2025Q2: 587 shares; 2025Q3: 636 shares; 2025Q4: 636 shares 636 $642K 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: 4,631 shares; 2024Q4: 6,436 shares; 2025Q1: 6,421 shares; 2025Q2: 5,767 shares; 2025Q3: 4,990 shares; 2025Q4: 5,002 shares 5,002 $639K 0.03% +12 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,892 shares; 2024Q4: 11,900 shares; 2025Q1: 12,157 shares; 2025Q2: 11,914 shares; 2025Q3: 11,922 shares; 2025Q4: 11,931 shares 11,931 $637K 0.03% +9 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: 671 shares; 2024Q4: 369 shares; 2025Q1: 484 shares; 2025Q2: 575 shares; 2025Q3: 609 shares; 2025Q4: 593 shares 593 $634K 0.03% -16 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,326 shares; 2024Q4: 9,863 shares; 2025Q1: 13,456 shares; 2025Q2: 12,831 shares; 2025Q3: 11,301 shares; 2025Q4: 8,161 shares 8,161 $634K 0.03% -3,140 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,869 shares; 2024Q4: 60,175 shares; 2025Q1: 31,850 shares; 2025Q2: 30,772 shares; 2025Q3: 25,692 shares; 2025Q4: 27,030 shares 27,030 $632K 0.03% +1,338 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: 2,930 shares; 2024Q4: 2,474 shares; 2025Q1: 2,550 shares; 2025Q2: 2,551 shares; 2025Q3: 2,599 shares; 2025Q4: 2,596 shares 2,596 $626K 0.03% -3 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,320 shares; 2024Q4: 38,198 shares; 2025Q1: 38,212 shares; 2025Q2: 38,231 shares; 2025Q3: 38,253 shares; 2025Q4: 37,825 shares 37,825 $624K 0.03% -428 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,602 shares; 2024Q4: 18,521 shares; 2025Q1: 20,123 shares; 2025Q2: 19,134 shares; 2025Q3: 20,455 shares; 2025Q4: 19,444 shares 19,444 $623K 0.03% -1,011 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: 18,787 shares; 2024Q4: 16,889 shares; 2025Q1: 16,903 shares; 2025Q2: 14,272 shares; 2025Q3: 17,133 shares; 2025Q4: 17,945 shares 17,945 $622K 0.03% +812 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 3,768 shares; 2025Q1: 3,449 shares; 2025Q2: 2,754 shares; 2025Q3: 2,789 shares; 2025Q4: 2,797 shares 2,797 $617K 0.03% +8 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,297 shares; 2024Q4: 8,938 shares; 2025Q1: 4,204 shares; 2025Q2: 8,996 shares; 2025Q3: 4,245 shares; 2025Q4: 14,390 shares 14,390 $614K 0.03% +10,145 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,151 shares; 2025Q4: 13,041 shares 13,041 $612K 0.03% -110 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: 6,917 shares; 2024Q4: 8,903 shares; 2025Q1: 8,719 shares; 2025Q2: 8,444 shares; 2025Q3: 8,149 shares; 2025Q4: 6,181 shares 6,181 $604K 0.03% -1,968 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: 8,104 shares; 2024Q4: 7,300 shares; 2025Q1: 6,536 shares; 2025Q2: 7,193 shares; 2025Q3: 10,822 shares; 2025Q4: 9,449 shares 9,449 $602K 0.03% -1,373 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,655 shares; 2024Q4: 9,559 shares; 2025Q1: 7,314 shares; 2025Q2: 7,232 shares; 2025Q3: 7,232 shares; 2025Q4: 7,232 shares 7,232 $600K 0.03% 0 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,045 shares; 2024Q4: 35,257 shares; 2025Q1: 24,744 shares; 2025Q2: 17,994 shares; 2025Q3: 14,257 shares; 2025Q4: 12,035 shares 12,035 $600K 0.03% -2,222 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,159 shares; 2024Q4: 3,839 shares; 2025Q1: 3,941 shares; 2025Q2: 3,942 shares; 2025Q3: 3,738 shares; 2025Q4: 3,725 shares 3,725 $596K 0.03% -13 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 2,620 shares; 2025Q1: 2,603 shares; 2025Q2: 2,629 shares; 2025Q3: 2,639 shares; 2025Q4: 2,641 shares 2,641 $593K 0.03% +2 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 642 shares; 2025Q1: 684 shares; 2025Q2: 774 shares; 2025Q3: 857 shares; 2025Q4: 728 shares 728 $590K 0.03% -129 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 1,372 shares; 2025Q1: 1,437 shares; 2025Q2: 1,440 shares; 2025Q3: 1,237 shares; 2025Q4: 1,261 shares 1,261 $587K 0.03% +24 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: 4,259 shares; 2024Q4: 4,073 shares; 2025Q1: 4,043 shares; 2025Q2: 3,695 shares; 2025Q3: 3,731 shares; 2025Q4: 4,276 shares 4,276 $586K 0.03% +545 Timeline SPTM 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: 11,268 shares; 2024Q4: 12,750 shares; 2025Q1: 9,622 shares; 2025Q2: 7,945 shares; 2025Q3: 7,655 shares; 2025Q4: 7,031 shares 7,031 $580K 0.03% -624 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,870 shares; 2024Q4: 6,338 shares; 2025Q1: 5,580 shares; 2025Q2: 5,146 shares; 2025Q3: 5,141 shares; 2025Q4: 5,011 shares 5,011 $578K 0.03% -130 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,651 shares; 2024Q4: 3,661 shares; 2025Q1: 3,423 shares; 2025Q2: 5,202 shares; 2025Q3: 5,030 shares; 2025Q4: 5,039 shares 5,039 $573K 0.03% +9 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,077 shares; 2024Q4: not reported; 2025Q1: 15,224 shares; 2025Q2: 14,456 shares; 2025Q3: 14,495 shares; 2025Q4: 14,446 shares 14,446 $570K 0.03% -49 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: 5,717 shares; 2024Q4: 7,726 shares; 2025Q1: 7,622 shares; 2025Q2: 7,625 shares; 2025Q3: 7,628 shares; 2025Q4: 7,631 shares 7,631 $562K 0.03% +3 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 896 shares; 2025Q1: 866 shares; 2025Q2: 995 shares; 2025Q3: 1,205 shares; 2025Q4: 1,075 shares 1,075 $562K 0.03% -130 Timeline FEBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 166,669 shares; 2025Q3: 22,565 shares; 2025Q4: 20,264 shares 20,264 $561K 0.03% -2,301 Timeline IHE 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: 3,537 shares; 2024Q4: 8,500 shares; 2025Q1: 3,286 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,546 shares 6,546 $555K 0.03% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,234 shares; 2025Q1: 1,247 shares; 2025Q2: 1,194 shares; 2025Q3: 985 shares; 2025Q4: 971 shares 971 $554K 0.03% -14 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: 6,699 shares; 2024Q4: 6,737 shares; 2025Q1: 6,035 shares; 2025Q2: 5,661 shares; 2025Q3: 5,058 shares; 2025Q4: 4,921 shares 4,921 $552K 0.03% -137 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 2,803 shares; 2025Q1: 2,807 shares; 2025Q2: 2,807 shares; 2025Q3: 2,697 shares; 2025Q4: 2,697 shares 2,697 $548K 0.03% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,870 shares; 2025Q1: 7,847 shares; 2025Q2: 4,162 shares; 2025Q3: 3,790 shares; 2025Q4: 4,351 shares 4,351 $548K 0.03% +561 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,756 shares; 2025Q3: 9,054 shares; 2025Q4: 16,471 shares 16,471 $536K 0.03% +7,417 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: 9,559 shares; 2024Q4: 7,453 shares; 2025Q1: 8,378 shares; 2025Q2: 7,961 shares; 2025Q3: 6,047 shares; 2025Q4: 5,793 shares 5,793 $536K 0.03% -254 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,668 shares; 2024Q4: 9,592 shares; 2025Q1: 8,304 shares; 2025Q2: 8,314 shares; 2025Q3: 8,299 shares; 2025Q4: 8,184 shares 8,184 $533K 0.03% -115 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,107 shares; 2024Q4: 1,069 shares; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 1,042 shares 1,042 $532K 0.03% 0 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: 3,198 shares; 2024Q4: not reported; 2025Q1: 1,664 shares; 2025Q2: 1,676 shares; 2025Q3: 1,676 shares; 2025Q4: 1,638 shares 1,638 $529K 0.03% -38 Timeline SCHK 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: 9,712 shares; 2024Q4: 18,066 shares; 2025Q1: 17,949 shares; 2025Q2: 17,175 shares; 2025Q3: 16,272 shares; 2025Q4: 16,110 shares 16,110 $528K 0.03% -162 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: 1,559 shares; 2025Q1: 1,530 shares; 2025Q2: 1,530 shares; 2025Q3: 1,487 shares; 2025Q4: 1,487 shares 1,487 $525K 0.03% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,558 shares; 2024Q4: 11,228 shares; 2025Q1: 10,466 shares; 2025Q2: 10,189 shares; 2025Q3: 10,045 shares; 2025Q4: 9,715 shares 9,715 $523K 0.03% -330 Timeline CLIX PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,111 shares; 2024Q4: 10,039 shares; 2025Q1: 9,983 shares; 2025Q2: 9,460 shares; 2025Q3: 8,725 shares; 2025Q4: 8,631 shares 8,631 $522K 0.03% -94 Timeline AVLV 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: 127,187 shares; 2024Q4: 134,272 shares; 2025Q1: 10,494 shares; 2025Q2: 8,942 shares; 2025Q3: 7,945 shares; 2025Q4: 6,885 shares 6,885 $522K 0.03% -1,060 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,841 shares; 2024Q4: 4,854 shares; 2025Q1: 4,854 shares; 2025Q2: 4,854 shares; 2025Q3: 4,854 shares; 2025Q4: 10,499 shares 10,499 $520K 0.03% +5,645 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,806 shares; 2024Q4: 3,552 shares; 2025Q1: 3,540 shares; 2025Q2: 3,489 shares; 2025Q3: 3,493 shares; 2025Q4: 3,184 shares 3,184 $518K 0.03% -309 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 2,013 shares; 2025Q1: 2,062 shares; 2025Q2: 2,240 shares; 2025Q3: 2,642 shares; 2025Q4: 2,350 shares 2,350 $516K 0.02% -292 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 1,881 shares; 2025Q1: 1,871 shares; 2025Q2: 1,780 shares; 2025Q3: 2,140 shares; 2025Q4: 2,095 shares 2,095 $516K 0.02% -45 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,579 shares; 2024Q4: 122,773 shares; 2025Q1: 52,202 shares; 2025Q2: 11,890 shares; 2025Q3: 11,397 shares; 2025Q4: 11,418 shares 11,418 $513K 0.02% +21 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: 7,086 shares; 2024Q4: 19,782 shares; 2025Q1: 19,808 shares; 2025Q2: 19,832 shares; 2025Q3: 19,600 shares; 2025Q4: 18,795 shares 18,795 $506K 0.02% -805 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,317 shares; 2024Q4: 9,085 shares; 2025Q1: 9,138 shares; 2025Q2: 10,697 shares; 2025Q3: 9,612 shares; 2025Q4: 11,281 shares 11,281 $502K 0.02% +1,669 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: 2,845 shares; 2025Q2: 2,300 shares; 2025Q3: 2,926 shares; 2025Q4: 3,075 shares 3,075 $498K 0.02% +149 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 3,568 shares; 2025Q1: 1,963 shares; 2025Q2: 2,415 shares; 2025Q3: 2,640 shares; 2025Q4: 1,840 shares 1,840 $495K 0.02% -800 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,318 shares; 2024Q4: 34,269 shares; 2025Q1: 34,269 shares; 2025Q2: 34,269 shares; 2025Q3: 34,269 shares; 2025Q4: 32,269 shares 32,269 $495K 0.02% -2,000 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,818 shares; 2025Q4: 12,544 shares 12,544 $492K 0.02% -1,274 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,340 shares; 2024Q4: 11,437 shares; 2025Q1: 11,492 shares; 2025Q2: 10,169 shares; 2025Q3: 10,255 shares; 2025Q4: 9,362 shares 9,362 $491K 0.02% -893 Timeline OIH 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: 3,302 shares; 2025Q3: 3,242 shares; 2025Q4: 1,711 shares 1,711 $487K 0.02% -1,531 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,536 shares; 2024Q4: 3,199 shares; 2025Q1: 3,024 shares; 2025Q2: 2,994 shares; 2025Q3: 3,114 shares; 2025Q4: 2,994 shares 2,994 $485K 0.02% -120 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: 6,508 shares; 2024Q4: 5,999 shares; 2025Q1: 5,623 shares; 2025Q2: 5,605 shares; 2025Q3: 5,552 shares; 2025Q4: 5,510 shares 5,510 $481K 0.02% -42 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,410 shares; 2024Q4: 5,381 shares; 2025Q1: 5,434 shares; 2025Q2: 5,162 shares; 2025Q3: 5,192 shares; 2025Q4: 10,567 shares 10,567 $479K 0.02% +5,375 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108,358 shares; 2025Q2: 106,271 shares; 2025Q3: 13,569 shares; 2025Q4: 11,144 shares 11,144 $477K 0.02% -2,425 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: 1,045 shares; 2025Q1: 974 shares; 2025Q2: 1,000 shares; 2025Q3: 1,095 shares; 2025Q4: 985 shares 985 $477K 0.02% -110 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,149 shares; 2024Q4: 57,895 shares; 2025Q1: 58,895 shares; 2025Q2: 57,703 shares; 2025Q3: 57,973 shares; 2025Q4: 63,300 shares 63,300 $476K 0.02% +5,327 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,515 shares; 2025Q3: 13,515 shares; 2025Q4: 10,915 shares 10,915 $475K 0.02% -2,600 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,948 shares 10,948 $475K 0.02% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,666 shares; 2024Q4: 2,310 shares; 2025Q1: 2,170 shares; 2025Q2: 2,069 shares; 2025Q3: 2,026 shares; 2025Q4: 1,835 shares 1,835 $464K 0.02% -191 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: 5,642 shares; 2024Q4: 4,128 shares; 2025Q1: 4,029 shares; 2025Q2: 3,635 shares; 2025Q3: 3,812 shares; 2025Q4: 3,809 shares 3,809 $463K 0.02% -3 Timeline PTNQ 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: 16,976 shares; 2024Q4: 19,875 shares; 2025Q1: 20,400 shares; 2025Q2: not reported; 2025Q3: 5,043 shares; 2025Q4: 5,880 shares 5,880 $462K 0.02% +837 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,764 shares; 2024Q4: 8,764 shares; 2025Q1: 8,764 shares; 2025Q2: 8,764 shares; 2025Q3: 8,764 shares; 2025Q4: 8,567 shares 8,567 $460K 0.02% -197 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 1,714 shares; 2025Q1: 1,776 shares; 2025Q2: 2,280 shares; 2025Q3: 2,860 shares; 2025Q4: 2,493 shares 2,493 $460K 0.02% -367 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM 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: 1,258 shares; 2025Q4: 3,108 shares 3,108 $459K 0.02% +1,850 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,699 shares; 2024Q4: 108,253 shares; 2025Q1: 36,646 shares; 2025Q2: 10,505 shares; 2025Q3: 10,654 shares; 2025Q4: 10,654 shares 10,654 $453K 0.02% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 3,196 shares; 2025Q1: 1,356 shares; 2025Q2: 1,575 shares; 2025Q3: 1,763 shares; 2025Q4: 1,562 shares 1,562 $450K 0.02% -201 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,091 shares; 2024Q4: 21,198 shares; 2025Q1: 3,037 shares; 2025Q2: 2,265 shares; 2025Q3: 2,224 shares; 2025Q4: 2,224 shares 2,224 $444K 0.02% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,412 shares; 2024Q4: 3,252 shares; 2025Q1: 3,072 shares; 2025Q2: 3,057 shares; 2025Q3: 2,660 shares; 2025Q4: 2,889 shares 2,889 $444K 0.02% +229 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: not reported; 2025Q3: 663 shares; 2025Q4: 657 shares 657 $443K 0.02% -6 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: 19,649 shares; 2024Q4: 19,059 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,721 shares; 2025Q4: 3,789 shares 3,789 $442K 0.02% +68 Timeline EPI 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: 5,216 shares; 2024Q4: 5,229 shares; 2025Q1: 21,598 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,502 shares 9,502 $440K 0.02% new Timeline XES 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: 10,605 shares; 2025Q3: 10,605 shares; 2025Q4: 5,300 shares 5,300 $434K 0.02% -5,305 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,610 shares; 2024Q4: 24,184 shares; 2025Q1: 24,580 shares; 2025Q2: 20,290 shares; 2025Q3: 15,490 shares; 2025Q4: 16,590 shares 16,590 $434K 0.02% +1,100 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 3,033 shares; 2025Q1: 3,247 shares; 2025Q2: 3,361 shares; 2025Q3: 2,914 shares; 2025Q4: 3,118 shares 3,118 $430K 0.02% +204 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: 871 shares; 2024Q4: not reported; 2025Q1: 504 shares; 2025Q2: not reported; 2025Q3: 1,258 shares; 2025Q4: 1,222 shares 1,222 $428K 0.02% -36 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 645 shares; 2025Q1: 630 shares; 2025Q2: 706 shares; 2025Q3: 828 shares; 2025Q4: 751 shares 751 $427K 0.02% -77 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,264 shares; 2024Q4: 12,124 shares; 2025Q1: 12,124 shares; 2025Q2: 12,124 shares; 2025Q3: 12,124 shares; 2025Q4: 12,124 shares 12,124 $426K 0.02% 0 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,906 shares; 2024Q4: 16,782 shares; 2025Q1: 9,825 shares; 2025Q2: 9,825 shares; 2025Q3: 9,825 shares; 2025Q4: 9,500 shares 9,500 $426K 0.02% -325 Timeline PSFF 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: 13,103 shares; 2024Q4: 15,141 shares; 2025Q1: 52,250 shares; 2025Q2: 7,129 shares; 2025Q3: 6,936 shares; 2025Q4: 13,089 shares 13,089 $423K 0.02% +6,153 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,658 shares; 2025Q1: 3,809 shares; 2025Q2: 3,710 shares; 2025Q3: 4,011 shares; 2025Q4: 4,063 shares 4,063 $421K 0.02% +52 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: 1,033 shares; 2024Q4: 813 shares; 2025Q1: 669 shares; 2025Q2: 647 shares; 2025Q3: 543 shares; 2025Q4: 508 shares 508 $417K 0.02% -35 Timeline EDV 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: 2,786 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,406 shares 6,406 $416K 0.02% new Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,331 shares; 2024Q4: 10,609 shares; 2025Q1: 10,609 shares; 2025Q2: 9,484 shares; 2025Q3: 9,186 shares; 2025Q4: 9,961 shares 9,961 $416K 0.02% +775 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: 2,437 shares; 2024Q4: 2,165 shares; 2025Q1: 2,110 shares; 2025Q2: 2,088 shares; 2025Q3: 1,908 shares; 2025Q4: 1,617 shares 1,617 $416K 0.02% -291 Timeline HGRO ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,606 shares 14,606 $415K 0.02% new Timeline PPH 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: 13,059 shares; 2024Q4: 14,192 shares; 2025Q1: 4,097 shares; 2025Q2: 4,066 shares; 2025Q3: 4,005 shares; 2025Q4: 4,005 shares 4,005 $413K 0.02% 0 Timeline TUR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,250 shares; 2025Q4: 11,950 shares 11,950 $411K 0.02% -300 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,551 shares; 2024Q4: 2,108 shares; 2025Q1: 2,085 shares; 2025Q2: 2,086 shares; 2025Q3: 2,215 shares; 2025Q4: 2,215 shares 2,215 $410K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 2,937 shares; 2025Q1: 2,963 shares; 2025Q2: 2,954 shares; 2025Q3: 3,461 shares; 2025Q4: 3,163 shares 3,163 $408K 0.02% -298 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,280 shares; 2024Q4: 6,280 shares; 2025Q1: 5,421 shares; 2025Q2: 5,396 shares; 2025Q3: 5,596 shares; 2025Q4: 5,596 shares 5,596 $406K 0.02% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,637 shares; 2025Q1: 10,261 shares; 2025Q2: 11,953 shares; 2025Q3: 12,392 shares; 2025Q4: 1,691 shares 1,691 $405K 0.02% -10,701 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,849 shares; 2024Q4: 2,803 shares; 2025Q1: 5,120 shares; 2025Q2: 4,877 shares; 2025Q3: 4,939 shares; 2025Q4: 4,995 shares 4,995 $403K 0.02% +56 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: 28,897 shares; 2024Q4: 26,972 shares; 2025Q1: 5,869 shares; 2025Q2: 5,398 shares; 2025Q3: 5,138 shares; 2025Q4: 4,892 shares 4,892 $398K 0.02% -246 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $396K 0.02% 0 Timeline SPYM 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: 32,001 shares; 2024Q4: 20,233 shares; 2025Q1: 12,844 shares; 2025Q2: 12,139 shares; 2025Q3: 11,884 shares; 2025Q4: 4,865 shares 4,865 $390K 0.02% -7,019 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,604 shares; 2024Q4: 10,252 shares; 2025Q1: 9,290 shares; 2025Q2: 9,052 shares; 2025Q3: 8,366 shares; 2025Q4: 8,381 shares 8,381 $390K 0.02% +15 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: 12,406 shares; 2024Q4: 6,562 shares; 2025Q1: 6,855 shares; 2025Q2: 6,126 shares; 2025Q3: 5,216 shares; 2025Q4: 4,036 shares 4,036 $388K 0.02% -1,180 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 13,964 shares 13,964 $384K 0.02% new Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM 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: 5,699 shares; 2025Q2: 6,099 shares; 2025Q3: 7,299 shares; 2025Q4: 7,499 shares 7,499 $379K 0.02% +200 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,897 shares; 2024Q4: 4,780 shares; 2025Q1: 4,371 shares; 2025Q2: 4,495 shares; 2025Q3: 4,533 shares; 2025Q4: 4,007 shares 4,007 $370K 0.02% -526 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: 57,225 shares; 2024Q4: 40,721 shares; 2025Q1: 41,989 shares; 2025Q2: 35,871 shares; 2025Q3: 28,181 shares; 2025Q4: 27,901 shares 27,901 $366K 0.02% -280 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 942 shares; 2025Q3: 1,016 shares; 2025Q4: 1,013 shares 1,013 $365K 0.02% -3 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 3,831 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 4,148 shares; 2025Q4: 3,800 shares 3,800 $364K 0.02% -348 Timeline SRV NXG CUSHING MIDSTREAM ENERGY More: the full row for NXG CUSHING MIDSTREAM ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,964 shares; 2025Q1: 5,164 shares; 2025Q2: 6,964 shares; 2025Q3: 6,964 shares; 2025Q4: 9,285 shares 9,285 $363K 0.02% +2,321 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 953 shares; 2025Q1: 945 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares 945 $362K 0.02% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 1,748 shares; 2025Q1: 1,489 shares; 2025Q2: 1,453 shares; 2025Q3: 1,727 shares; 2025Q4: 1,758 shares 1,758 $357K 0.02% +31 Timeline FNCL 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: 3,833 shares; 2024Q4: 3,769 shares; 2025Q1: 3,867 shares; 2025Q2: 3,868 shares; 2025Q3: 3,999 shares; 2025Q4: 4,553 shares 4,553 $354K 0.02% +554 Timeline GSEW 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: 4,685 shares; 2024Q4: 4,685 shares; 2025Q1: 4,380 shares; 2025Q2: 4,148 shares; 2025Q3: 4,148 shares; 2025Q4: 4,148 shares 4,148 $353K 0.02% 0 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: 4,328 shares; 2024Q4: 4,256 shares; 2025Q1: 2,578 shares; 2025Q2: 2,290 shares; 2025Q3: 2,661 shares; 2025Q4: 2,496 shares 2,496 $352K 0.02% -165 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,217 shares; 2024Q4: 22,204 shares; 2025Q1: 7,541 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,239 shares 3,239 $352K 0.02% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,589 shares; 2024Q4: 5,594 shares; 2025Q1: 5,598 shares; 2025Q2: 5,602 shares; 2025Q3: 5,606 shares; 2025Q4: 5,826 shares 5,826 $352K 0.02% +220 Timeline