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: 745,979 shares; 2024Q4: 728,495 shares; 2025Q1: 606,090 shares; 2025Q2: 504,161 shares; 2025Q3: 508,901 shares; 2025Q4: 508,911 shares 508,911 $94.9M 5.62% +10 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: 383,052 shares; 2024Q4: 374,133 shares; 2025Q1: 375,943 shares; 2025Q2: 288,549 shares; 2025Q3: 309,103 shares; 2025Q4: 308,299 shares 308,299 $83.8M 4.96% -804 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: 131,441 shares; 2024Q4: 130,237 shares; 2025Q1: 131,651 shares; 2025Q2: 102,875 shares; 2025Q3: 104,057 shares; 2025Q4: 104,707 shares 104,707 $50.6M 3% +650 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: 204,539 shares; 2024Q4: 201,492 shares; 2025Q1: 203,935 shares; 2025Q2: 167,584 shares; 2025Q3: 167,927 shares; 2025Q4: 171,085 shares 171,085 $39.5M 2.34% +3,158 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: 113,775 shares; 2024Q4: 111,693 shares; 2025Q1: 111,111 shares; 2025Q2: 102,596 shares; 2025Q3: 103,973 shares; 2025Q4: 104,444 shares 104,444 $36.1M 2.14% +471 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: 80,190 shares; 2024Q4: 81,401 shares; 2025Q1: 92,953 shares; 2025Q2: 103,417 shares; 2025Q3: 112,661 shares; 2025Q4: 125,273 shares 125,273 $31.7M 1.88% +12,612 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: 105,593 shares; 2024Q4: 107,509 shares; 2025Q1: 112,053 shares; 2025Q2: 83,049 shares; 2025Q3: 93,007 shares; 2025Q4: 95,208 shares 95,208 $28.9M 1.71% +2,201 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: 56,828 shares; 2024Q4: 56,846 shares; 2025Q1: 57,637 shares; 2025Q2: 47,823 shares; 2025Q3: 46,936 shares; 2025Q4: 46,954 shares 46,954 $28.8M 1.71% +18 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: 100,398 shares; 2024Q4: 100,494 shares; 2025Q1: 102,986 shares; 2025Q2: 84,228 shares; 2025Q3: 82,573 shares; 2025Q4: 82,626 shares 82,626 $25.9M 1.54% +53 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: 98,581 shares; 2024Q4: 99,762 shares; 2025Q1: 104,732 shares; 2025Q2: 76,702 shares; 2025Q3: 77,455 shares; 2025Q4: 78,872 shares 78,872 $25.4M 1.51% +1,417 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: 120,215 shares; 2024Q4: 120,431 shares; 2025Q1: 120,782 shares; 2025Q2: 77,446 shares; 2025Q3: 79,064 shares; 2025Q4: 79,403 shares 79,403 $24.9M 1.47% +339 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,296 shares; 2024Q4: 150,573 shares; 2025Q1: 160,985 shares; 2025Q2: 147,631 shares; 2025Q3: 148,408 shares; 2025Q4: 205,753 shares 205,753 $23.6M 1.4% +57,345 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: 46,234 shares; 2024Q4: 49,818 shares; 2025Q1: 52,334 shares; 2025Q2: 44,073 shares; 2025Q3: 44,087 shares; 2025Q4: 45,281 shares 45,281 $22.8M 1.35% +1,194 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: 34,847 shares; 2024Q4: 86,640 shares; 2025Q1: 147,273 shares; 2025Q2: 321,347 shares; 2025Q3: 394,321 shares; 2025Q4: 492,481 shares 492,481 $21.5M 1.27% +98,160 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: 240,450 shares; 2024Q4: 239,930 shares; 2025Q1: 239,117 shares; 2025Q2: 188,023 shares; 2025Q3: 191,381 shares; 2025Q4: 190,094 shares 190,094 $21.2M 1.25% -1,287 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: 27,003 shares; 2024Q4: 29,247 shares; 2025Q1: 30,996 shares; 2025Q2: 29,615 shares; 2025Q3: 31,929 shares; 2025Q4: 33,561 shares 33,561 $21M 1.25% +1,632 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: 62,189 shares; 2024Q4: 62,377 shares; 2025Q1: 61,419 shares; 2025Q2: 50,024 shares; 2025Q3: 54,537 shares; 2025Q4: 61,562 shares 61,562 $20.6M 1.22% +7,025 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: 481,473 shares; 2024Q4: 500,238 shares; 2025Q1: 527,835 shares; 2025Q2: 396,062 shares; 2025Q3: 335,492 shares; 2025Q4: 335,473 shares 335,473 $20.2M 1.2% -19 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: 35,963 shares; 2024Q4: 34,708 shares; 2025Q1: 32,358 shares; 2025Q2: 27,368 shares; 2025Q3: 28,126 shares; 2025Q4: 28,544 shares 28,544 $19.2M 1.14% +418 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,337 shares; 2025Q2: 39,377 shares; 2025Q3: 57,577 shares; 2025Q4: 148,367 shares 148,367 $17.7M 1.05% +90,790 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: 161,304 shares; 2024Q4: 163,201 shares; 2025Q1: 159,380 shares; 2025Q2: 120,285 shares; 2025Q3: 119,209 shares; 2025Q4: 117,740 shares 117,740 $17.5M 1.04% -1,469 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: 60,881 shares; 2024Q4: 63,796 shares; 2025Q1: 64,415 shares; 2025Q2: 59,505 shares; 2025Q3: 58,639 shares; 2025Q4: 59,052 shares 59,052 $17.5M 1.03% +413 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: 357,853 shares; 2024Q4: 363,203 shares; 2025Q1: 376,891 shares; 2025Q2: 336,866 shares; 2025Q3: 317,292 shares; 2025Q4: 299,297 shares 299,297 $17.1M 1.01% -17,995 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: 49,178 shares; 2024Q4: 51,678 shares; 2025Q1: 54,250 shares; 2025Q2: 58,760 shares; 2025Q3: 60,795 shares; 2025Q4: 60,690 shares 60,690 $16.8M 1% -105 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: 29,572 shares; 2024Q4: 29,293 shares; 2025Q1: 29,938 shares; 2025Q2: 23,175 shares; 2025Q3: 24,865 shares; 2025Q4: 24,322 shares 24,322 $16.1M 0.95% -543 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,088 shares; 2024Q4: 110,182 shares; 2025Q1: 114,187 shares; 2025Q2: 97,809 shares; 2025Q3: 96,653 shares; 2025Q4: 97,137 shares 97,137 $15.6M 0.93% +484 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: 19,139 shares; 2024Q4: 19,295 shares; 2025Q1: 19,955 shares; 2025Q2: 16,809 shares; 2025Q3: 48,101 shares; 2025Q4: 54,278 shares 54,278 $15.5M 0.92% +6,177 Timeline IOO 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: 106,765 shares; 2024Q4: 111,237 shares; 2025Q1: 120,806 shares; 2025Q2: 106,283 shares; 2025Q3: 105,983 shares; 2025Q4: 115,236 shares 115,236 $14.6M 0.86% +9,253 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: 16,644 shares; 2024Q4: 18,734 shares; 2025Q1: 19,568 shares; 2025Q2: 18,768 shares; 2025Q3: 20,830 shares; 2025Q4: 21,185 shares 21,185 $14.5M 0.86% +355 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: 19,305 shares; 2024Q4: 20,792 shares; 2025Q1: 22,019 shares; 2025Q2: 18,020 shares; 2025Q3: 13,119 shares; 2025Q4: 13,048 shares 13,048 $14M 0.83% -71 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: 173,352 shares; 2024Q4: 203,947 shares; 2025Q1: 220,403 shares; 2025Q2: 187,075 shares; 2025Q3: 205,360 shares; 2025Q4: 205,003 shares 205,003 $12.2M 0.72% -357 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: not reported; 2025Q1: not reported; 2025Q2: 297,046 shares; 2025Q3: 366,243 shares; 2025Q4: 365,367 shares 365,367 $11.7M 0.69% -876 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: 143,504 shares; 2024Q4: 156,016 shares; 2025Q1: 182,524 shares; 2025Q2: 165,403 shares; 2025Q3: 165,130 shares; 2025Q4: 165,987 shares 165,987 $11.5M 0.68% +857 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,667 shares; 2024Q4: 82,801 shares; 2025Q1: 126,883 shares; 2025Q2: 165,610 shares; 2025Q3: 207,119 shares; 2025Q4: 237,162 shares 237,162 $10.5M 0.62% +30,043 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: 189,201 shares; 2024Q4: 187,203 shares; 2025Q1: 187,378 shares; 2025Q2: 162,795 shares; 2025Q3: 150,247 shares; 2025Q4: 149,143 shares 149,143 $10.4M 0.61% -1,104 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: 38,831 shares; 2024Q4: 39,295 shares; 2025Q1: 39,575 shares; 2025Q2: 26,931 shares; 2025Q3: 27,455 shares; 2025Q4: 27,376 shares 27,376 $9.6M 0.57% -79 Timeline XMHQ 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: 80,465 shares; 2024Q4: 92,567 shares; 2025Q1: 110,270 shares; 2025Q2: 96,688 shares; 2025Q3: 95,354 shares; 2025Q4: 91,153 shares 91,153 $9.34M 0.55% -4,201 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: 33,011 shares; 2024Q4: 33,604 shares; 2025Q1: 32,764 shares; 2025Q2: 26,975 shares; 2025Q3: 27,010 shares; 2025Q4: 25,979 shares 25,979 $8.94M 0.53% -1,031 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,052 shares; 2024Q4: 84,770 shares; 2025Q1: 109,517 shares; 2025Q2: 135,172 shares; 2025Q3: 147,895 shares; 2025Q4: 154,321 shares 154,321 $8.75M 0.52% +6,426 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: 44,343 shares; 2024Q4: 58,068 shares; 2025Q1: 59,231 shares; 2025Q2: 78,201 shares; 2025Q3: 95,530 shares; 2025Q4: 178,415 shares 178,415 $7.94M 0.47% +82,885 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,392 shares; 2024Q4: 178,629 shares; 2025Q1: 191,435 shares; 2025Q2: 154,725 shares; 2025Q3: 160,943 shares; 2025Q4: 160,791 shares 160,791 $7.74M 0.46% -152 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: 4,930 shares; 2024Q4: 4,024 shares; 2025Q1: 4,262 shares; 2025Q2: 3,893 shares; 2025Q3: 3,956 shares; 2025Q4: 3,784 shares 3,784 $7.62M 0.45% -172 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: 12,853 shares; 2024Q4: 13,122 shares; 2025Q1: 13,386 shares; 2025Q2: 9,156 shares; 2025Q3: 9,276 shares; 2025Q4: 8,729 shares 8,729 $7.53M 0.45% -547 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: 159,986 shares; 2024Q4: 159,667 shares; 2025Q1: 158,505 shares; 2025Q2: 125,648 shares; 2025Q3: 131,020 shares; 2025Q4: 135,316 shares 135,316 $7.44M 0.44% +4,296 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: 71,077 shares; 2024Q4: 70,524 shares; 2025Q1: 70,060 shares; 2025Q2: 46,594 shares; 2025Q3: 45,524 shares; 2025Q4: 44,121 shares 44,121 $7.41M 0.44% -1,403 Timeline SPGP 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: 78,845 shares; 2024Q4: 73,729 shares; 2025Q1: 74,240 shares; 2025Q2: 66,748 shares; 2025Q3: 65,166 shares; 2025Q4: 64,160 shares 64,160 $7.3M 0.43% -1,006 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: 65,721 shares; 2024Q4: 83,160 shares; 2025Q1: 85,106 shares; 2025Q2: 115,529 shares; 2025Q3: 122,553 shares; 2025Q4: 125,136 shares 125,136 $7.27M 0.43% +2,583 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: 34,127 shares; 2024Q4: 40,976 shares; 2025Q1: 47,936 shares; 2025Q2: 47,040 shares; 2025Q3: 49,849 shares; 2025Q4: 51,597 shares 51,597 $7.14M 0.42% +1,748 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: 20,943 shares; 2024Q4: 31,485 shares; 2025Q1: 18,404 shares; 2025Q2: 27,470 shares; 2025Q3: 30,173 shares; 2025Q4: 32,827 shares 32,827 $7.03M 0.42% +2,654 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: 77,515 shares; 2024Q4: 75,788 shares; 2025Q1: 77,426 shares; 2025Q2: 54,726 shares; 2025Q3: 56,107 shares; 2025Q4: 57,159 shares 57,159 $6.88M 0.41% +1,052 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,793 shares; 2024Q4: 19,490 shares; 2025Q1: 20,714 shares; 2025Q2: 15,024 shares; 2025Q3: 14,516 shares; 2025Q4: 14,477 shares 14,477 $6.76M 0.4% -39 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: 29,447 shares; 2024Q4: 49,973 shares; 2025Q1: 55,440 shares; 2025Q2: 90,911 shares; 2025Q3: 166,194 shares; 2025Q4: 168,040 shares 168,040 $6.42M 0.38% +1,846 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: 13,061 shares; 2024Q4: 13,167 shares; 2025Q1: 13,330 shares; 2025Q2: 12,475 shares; 2025Q3: 13,778 shares; 2025Q4: 13,668 shares 13,668 $6.41M 0.38% -110 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: 12,957 shares; 2024Q4: 13,030 shares; 2025Q1: 12,991 shares; 2025Q2: 11,428 shares; 2025Q3: 11,661 shares; 2025Q4: 11,097 shares 11,097 $6.33M 0.38% -564 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: 29,874 shares; 2024Q4: 32,722 shares; 2025Q1: 38,284 shares; 2025Q2: 29,220 shares; 2025Q3: 29,992 shares; 2025Q4: 32,573 shares 32,573 $6.24M 0.37% +2,581 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: 11,565 shares; 2024Q4: 115,291 shares; 2025Q1: 175,953 shares; 2025Q2: 182,707 shares; 2025Q3: 176,732 shares; 2025Q4: 185,185 shares 185,185 $6.04M 0.36% +8,453 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,970 shares; 2025Q1: 109,502 shares; 2025Q2: 121,874 shares; 2025Q3: 140,664 shares; 2025Q4: 147,632 shares 147,632 $5.94M 0.35% +6,968 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: 46,192 shares; 2024Q4: 44,251 shares; 2025Q1: 47,537 shares; 2025Q2: 39,046 shares; 2025Q3: 39,551 shares; 2025Q4: 37,952 shares 37,952 $5.78M 0.34% -1,599 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: 12,985 shares; 2024Q4: 13,464 shares; 2025Q1: 13,730 shares; 2025Q2: 10,182 shares; 2025Q3: 9,979 shares; 2025Q4: 9,675 shares 9,675 $5.54M 0.33% -304 Timeline DIVI 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: 219,435 shares; 2024Q4: 222,819 shares; 2025Q1: 215,687 shares; 2025Q2: 131,978 shares; 2025Q3: 138,033 shares; 2025Q4: 138,020 shares 138,020 $5.37M 0.32% -13 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,086 shares; 2024Q4: 49,707 shares; 2025Q1: 47,909 shares; 2025Q2: 40,928 shares; 2025Q3: 40,728 shares; 2025Q4: 40,083 shares 40,083 $5.35M 0.32% -645 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: 20,932 shares; 2024Q4: 40,064 shares; 2025Q1: 71,807 shares; 2025Q2: 76,879 shares; 2025Q3: 76,309 shares; 2025Q4: 69,906 shares 69,906 $5.25M 0.31% -6,403 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: 35,287 shares; 2024Q4: 35,192 shares; 2025Q1: 34,991 shares; 2025Q2: 24,229 shares; 2025Q3: 24,367 shares; 2025Q4: 24,839 shares 24,839 $5.14M 0.3% +472 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: 161,371 shares; 2024Q4: 467,223 shares; 2025Q1: 471,675 shares; 2025Q2: 262,619 shares; 2025Q3: 213,740 shares; 2025Q4: 186,419 shares 186,419 $5.11M 0.3% -27,321 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: 12,819 shares; 2024Q4: 12,841 shares; 2025Q1: 13,180 shares; 2025Q2: 10,522 shares; 2025Q3: 10,402 shares; 2025Q4: 10,262 shares 10,262 $4.93M 0.29% -140 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: not reported; 2024Q4: 53,019 shares; 2025Q1: 88,250 shares; 2025Q2: 112,179 shares; 2025Q3: 119,846 shares; 2025Q4: 139,326 shares 139,326 $4.92M 0.29% +19,480 Timeline PKW 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: 19,983 shares; 2024Q4: 19,994 shares; 2025Q1: 20,445 shares; 2025Q2: 32,978 shares; 2025Q3: 36,052 shares; 2025Q4: 36,362 shares 36,362 $4.88M 0.29% +310 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: 18,342 shares; 2024Q4: 26,329 shares; 2025Q1: 31,553 shares; 2025Q2: 24,958 shares; 2025Q3: 25,232 shares; 2025Q4: 26,597 shares 26,597 $4.88M 0.29% +1,365 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: 17,745 shares; 2024Q4: 24,935 shares; 2025Q1: 26,791 shares; 2025Q2: 22,612 shares; 2025Q3: 19,175 shares; 2025Q4: 10,704 shares 10,704 $4.81M 0.29% -8,471 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: 9,962 shares; 2024Q4: 9,090 shares; 2025Q1: 16,484 shares; 2025Q2: 26,999 shares; 2025Q3: 30,641 shares; 2025Q4: 26,668 shares 26,668 $4.74M 0.28% -3,973 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: 6,963 shares; 2024Q4: 7,199 shares; 2025Q1: 7,600 shares; 2025Q2: 5,129 shares; 2025Q3: 5,126 shares; 2025Q4: 5,372 shares 5,372 $4.72M 0.28% +246 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,212 shares; 2025Q1: 23,726 shares; 2025Q2: 32,330 shares; 2025Q3: 32,095 shares; 2025Q4: 32,815 shares 32,815 $4.72M 0.28% +720 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: 35,322 shares; 2024Q4: 33,959 shares; 2025Q1: 33,487 shares; 2025Q2: 28,319 shares; 2025Q3: 28,302 shares; 2025Q4: 28,549 shares 28,549 $4.64M 0.27% +247 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: 21,996 shares; 2024Q4: 21,810 shares; 2025Q1: 22,434 shares; 2025Q2: 18,737 shares; 2025Q3: 19,506 shares; 2025Q4: 19,817 shares 19,817 $4.53M 0.27% +311 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,753 shares; 2024Q4: 6,793 shares; 2025Q1: 7,252 shares; 2025Q2: 6,743 shares; 2025Q3: 6,538 shares; 2025Q4: 6,581 shares 6,581 $4.49M 0.27% +43 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: 37,366 shares; 2024Q4: 36,605 shares; 2025Q1: 36,722 shares; 2025Q2: 27,636 shares; 2025Q3: 27,599 shares; 2025Q4: 27,455 shares 27,455 $4.47M 0.26% -144 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,521 shares; 2024Q4: 193,323 shares; 2025Q1: 220,129 shares; 2025Q2: 177,171 shares; 2025Q3: 171,229 shares; 2025Q4: 161,766 shares 161,766 $4.4M 0.26% -9,463 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,383 shares; 2024Q4: 28,144 shares; 2025Q1: 27,296 shares; 2025Q2: 24,788 shares; 2025Q3: 24,492 shares; 2025Q4: 25,529 shares 25,529 $4.36M 0.26% +1,037 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: 26,751 shares; 2024Q4: 64,017 shares; 2025Q1: 61,787 shares; 2025Q2: 49,760 shares; 2025Q3: 49,125 shares; 2025Q4: 48,736 shares 48,736 $4.27M 0.25% -389 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: 19,509 shares; 2024Q4: 19,749 shares; 2025Q1: 19,707 shares; 2025Q2: 17,781 shares; 2025Q3: 17,334 shares; 2025Q4: 16,495 shares 16,495 $4.25M 0.25% -839 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: 76,247 shares; 2024Q4: 72,215 shares; 2025Q1: 62,761 shares; 2025Q2: 50,036 shares; 2025Q3: 49,974 shares; 2025Q4: 50,225 shares 50,225 $4.25M 0.25% +251 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: 8,855 shares; 2024Q4: 9,121 shares; 2025Q1: 9,633 shares; 2025Q2: 9,545 shares; 2025Q3: 9,700 shares; 2025Q4: 10,471 shares 10,471 $4.15M 0.25% +771 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: 6,688 shares; 2024Q4: 6,799 shares; 2025Q1: 7,416 shares; 2025Q2: 7,507 shares; 2025Q3: 7,675 shares; 2025Q4: 8,449 shares 8,449 $4.12M 0.24% +774 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: 2,855 shares; 2025Q1: 5,619 shares; 2025Q2: 30,928 shares; 2025Q3: 38,670 shares; 2025Q4: 41,207 shares 41,207 $4.05M 0.24% +2,537 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: 5,122 shares; 2024Q4: 6,947 shares; 2025Q1: 5,785 shares; 2025Q2: 4,224 shares; 2025Q3: 5,304 shares; 2025Q4: 4,991 shares 4,991 $4.04M 0.24% -313 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: 4,730 shares; 2024Q4: 4,540 shares; 2025Q1: 4,558 shares; 2025Q2: 3,364 shares; 2025Q3: 3,727 shares; 2025Q4: 3,774 shares 3,774 $4.04M 0.24% +47 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,954 shares; 2024Q4: 50,583 shares; 2025Q1: 55,941 shares; 2025Q2: 58,534 shares; 2025Q3: 61,816 shares; 2025Q4: 64,390 shares 64,390 $4.02M 0.24% +2,574 Timeline HEFA 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: 43,428 shares; 2024Q4: 52,965 shares; 2025Q1: 79,697 shares; 2025Q2: 92,368 shares; 2025Q3: 100,077 shares; 2025Q4: 97,209 shares 97,209 $4.02M 0.24% -2,868 Timeline AVNM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,790 shares; 2025Q1: 20,350 shares; 2025Q2: 27,441 shares; 2025Q3: 39,372 shares; 2025Q4: 54,235 shares 54,235 $3.99M 0.24% +14,863 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: 3,203 shares; 2024Q4: 3,176 shares; 2025Q1: 3,222 shares; 2025Q2: 12,701 shares; 2025Q3: 13,570 shares; 2025Q4: 13,222 shares 13,222 $3.98M 0.24% -348 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: 67,383 shares; 2024Q4: 66,707 shares; 2025Q1: 66,828 shares; 2025Q2: 53,315 shares; 2025Q3: 52,837 shares; 2025Q4: 51,518 shares 51,518 $3.97M 0.24% -1,319 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: 123,762 shares; 2024Q4: 122,465 shares; 2025Q1: 54,720 shares; 2025Q2: 43,371 shares; 2025Q3: 40,950 shares; 2025Q4: 37,727 shares 37,727 $3.91M 0.23% -3,223 Timeline IBTL 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: 49,601 shares; 2024Q4: 63,046 shares; 2025Q1: 85,734 shares; 2025Q2: 89,627 shares; 2025Q3: 146,164 shares; 2025Q4: 187,518 shares 187,518 $3.85M 0.23% +41,354 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,418 shares; 2025Q1: 15,437 shares; 2025Q2: 10,315 shares; 2025Q3: 22,198 shares; 2025Q4: 22,379 shares 22,379 $3.83M 0.23% +181 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,220 shares; 2024Q4: 12,435 shares; 2025Q1: 12,189 shares; 2025Q2: 11,261 shares; 2025Q3: 11,725 shares; 2025Q4: 12,164 shares 12,164 $3.72M 0.22% +439 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,983 shares; 2025Q2: 31,570 shares; 2025Q3: 39,786 shares; 2025Q4: 65,770 shares 65,770 $3.65M 0.22% +25,984 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,907 shares; 2024Q4: 24,701 shares; 2025Q1: 31,123 shares; 2025Q2: 42,662 shares; 2025Q3: 45,780 shares; 2025Q4: 50,242 shares 50,242 $3.62M 0.21% +4,462 Timeline IBTK 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: 80,218 shares; 2024Q4: 103,082 shares; 2025Q1: 132,393 shares; 2025Q2: 121,018 shares; 2025Q3: 187,023 shares; 2025Q4: 182,300 shares 182,300 $3.62M 0.21% -4,723 Timeline IBTI 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: 114,975 shares; 2024Q4: 126,019 shares; 2025Q1: 153,113 shares; 2025Q2: 132,000 shares; 2025Q3: 161,909 shares; 2025Q4: 158,622 shares 158,622 $3.55M 0.21% -3,287 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: 12,927 shares; 2024Q4: 12,883 shares; 2025Q1: 12,926 shares; 2025Q2: 9,971 shares; 2025Q3: 10,088 shares; 2025Q4: 8,299 shares 8,299 $3.54M 0.21% -1,789 Timeline GRPM 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: 19,381 shares; 2024Q4: 28,476 shares; 2025Q1: 41,806 shares; 2025Q2: 27,841 shares; 2025Q3: 28,649 shares; 2025Q4: 28,908 shares 28,908 $3.47M 0.21% +259 Timeline IBTJ 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: 38,728 shares; 2024Q4: 55,838 shares; 2025Q1: 92,565 shares; 2025Q2: 87,619 shares; 2025Q3: 142,985 shares; 2025Q4: 157,751 shares 157,751 $3.46M 0.2% +14,766 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,500 shares; 2024Q4: 30,000 shares; 2025Q1: 131,350 shares; 2025Q2: 129,900 shares; 2025Q3: 131,250 shares; 2025Q4: 131,852 shares 131,852 $3.45M 0.2% +602 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: 13,381 shares; 2024Q4: 12,856 shares; 2025Q1: 12,651 shares; 2025Q2: 10,897 shares; 2025Q3: 11,081 shares; 2025Q4: 10,804 shares 10,804 $3.3M 0.2% -277 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: 2,603 shares; 2024Q4: 3,057 shares; 2025Q1: 22,067 shares; 2025Q2: 22,267 shares; 2025Q3: 24,014 shares; 2025Q4: 24,031 shares 24,031 $3.29M 0.19% +17 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,116 shares; 2024Q4: 52,615 shares; 2025Q1: 52,644 shares; 2025Q2: 82,963 shares; 2025Q3: 82,703 shares; 2025Q4: 80,884 shares 80,884 $3.25M 0.19% -1,819 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: 8,912 shares; 2024Q4: 8,505 shares; 2025Q1: 9,234 shares; 2025Q2: 10,390 shares; 2025Q3: 10,529 shares; 2025Q4: 11,040 shares 11,040 $3.2M 0.19% +511 Timeline SMLF 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: 3,266 shares; 2025Q1: 33,937 shares; 2025Q2: 35,254 shares; 2025Q3: 38,559 shares; 2025Q4: 42,794 shares 42,794 $3.2M 0.19% +4,235 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: 15,875 shares; 2024Q4: 16,312 shares; 2025Q1: 16,798 shares; 2025Q2: 14,373 shares; 2025Q3: 13,760 shares; 2025Q4: 15,897 shares 15,897 $3.04M 0.18% +2,137 Timeline JQUA 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: 48,110 shares; 2024Q4: 50,524 shares; 2025Q1: 51,926 shares; 2025Q2: 57,366 shares; 2025Q3: 51,008 shares; 2025Q4: 47,621 shares 47,621 $3.01M 0.18% -3,387 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: 49,673 shares; 2024Q4: 55,377 shares; 2025Q1: 57,130 shares; 2025Q2: 30,907 shares; 2025Q3: 31,533 shares; 2025Q4: 32,085 shares 32,085 $2.99M 0.18% +552 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 1,142 shares; 2025Q1: 1,110 shares; 2025Q2: 579 shares; 2025Q3: 605 shares; 2025Q4: 552 shares 552 $2.96M 0.18% -53 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,802 shares; 2024Q4: 2,665 shares; 2025Q1: 2,608 shares; 2025Q2: 2,045 shares; 2025Q3: 2,419 shares; 2025Q4: 2,410 shares 2,410 $2.93M 0.17% -9 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,507 shares; 2024Q4: 10,457 shares; 2025Q1: 10,777 shares; 2025Q2: 9,702 shares; 2025Q3: 9,460 shares; 2025Q4: 9,314 shares 9,314 $2.9M 0.17% -146 Timeline JPEF 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: 22,188 shares; 2024Q4: 29,728 shares; 2025Q1: 50,289 shares; 2025Q2: 39,719 shares; 2025Q3: 41,925 shares; 2025Q4: 38,689 shares 38,689 $2.89M 0.17% -3,236 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: 12,405 shares; 2024Q4: 21,698 shares; 2025Q1: 22,325 shares; 2025Q2: 13,283 shares; 2025Q3: 14,930 shares; 2025Q4: 14,736 shares 14,736 $2.87M 0.17% -194 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,229 shares; 2024Q4: 4,273 shares; 2025Q1: 4,285 shares; 2025Q2: 3,500 shares; 2025Q3: 3,455 shares; 2025Q4: 3,457 shares 3,457 $2.83M 0.17% +2 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,783 shares; 2024Q4: 5,477 shares; 2025Q1: 5,424 shares; 2025Q2: 4,288 shares; 2025Q3: 7,338 shares; 2025Q4: 8,398 shares 8,398 $2.83M 0.17% +1,060 Timeline HACK 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: 42,229 shares; 2024Q4: 41,420 shares; 2025Q1: 42,249 shares; 2025Q2: 36,793 shares; 2025Q3: 35,932 shares; 2025Q4: 34,843 shares 34,843 $2.8M 0.17% -1,089 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: 8,407 shares; 2024Q4: 8,330 shares; 2025Q1: 8,341 shares; 2025Q2: 6,852 shares; 2025Q3: 5,012 shares; 2025Q4: 4,935 shares 4,935 $2.79M 0.17% -77 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,915 shares; 2024Q4: 72,129 shares; 2025Q1: 65,370 shares; 2025Q2: 51,747 shares; 2025Q3: 47,660 shares; 2025Q4: 26,784 shares 26,784 $2.79M 0.17% -20,876 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: 8,326 shares; 2024Q4: 7,312 shares; 2025Q1: 11,811 shares; 2025Q2: 13,197 shares; 2025Q3: 13,460 shares; 2025Q4: 12,367 shares 12,367 $2.69M 0.16% -1,093 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,745 shares; 2024Q4: 12,527 shares; 2025Q1: 12,953 shares; 2025Q2: 11,454 shares; 2025Q3: 13,482 shares; 2025Q4: 11,908 shares 11,908 $2.68M 0.16% -1,574 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: 13,361 shares; 2024Q4: 12,894 shares; 2025Q1: 12,898 shares; 2025Q2: 11,007 shares; 2025Q3: 10,601 shares; 2025Q4: 12,066 shares 12,066 $2.65M 0.16% +1,465 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,498 shares; 2024Q4: 25,185 shares; 2025Q1: 25,254 shares; 2025Q2: 20,421 shares; 2025Q3: 14,823 shares; 2025Q4: 15,178 shares 15,178 $2.6M 0.15% +355 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,785 shares; 2024Q4: 13,031 shares; 2025Q1: 12,775 shares; 2025Q2: 11,617 shares; 2025Q3: 11,363 shares; 2025Q4: 11,129 shares 11,129 $2.55M 0.15% -234 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: 34,444 shares; 2024Q4: 35,410 shares; 2025Q1: 35,374 shares; 2025Q2: 33,546 shares; 2025Q3: 29,139 shares; 2025Q4: 28,287 shares 28,287 $2.53M 0.15% -852 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: 31,859 shares; 2024Q4: 32,012 shares; 2025Q1: 26,691 shares; 2025Q2: 20,695 shares; 2025Q3: 21,531 shares; 2025Q4: 20,993 shares 20,993 $2.52M 0.15% -538 Timeline OKLO OKLO INC More: the full row for OKLO 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: 32,750 shares; 2025Q3: 35,042 shares; 2025Q4: 35,108 shares 35,108 $2.52M 0.15% +66 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,796 shares; 2024Q4: 35,641 shares; 2025Q1: 37,916 shares; 2025Q2: 36,089 shares; 2025Q3: 34,839 shares; 2025Q4: 31,928 shares 31,928 $2.51M 0.15% -2,911 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: 38,043 shares; 2024Q4: 37,104 shares; 2025Q1: 36,354 shares; 2025Q2: 28,438 shares; 2025Q3: 28,050 shares; 2025Q4: 27,952 shares 27,952 $2.5M 0.15% -98 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: 19,921 shares; 2024Q4: 19,768 shares; 2025Q1: 20,553 shares; 2025Q2: 17,918 shares; 2025Q3: 17,062 shares; 2025Q4: 17,152 shares 17,152 $2.46M 0.15% +90 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: 9,366 shares; 2024Q4: 9,581 shares; 2025Q1: 9,705 shares; 2025Q2: 9,118 shares; 2025Q3: 9,353 shares; 2025Q4: 11,624 shares 11,624 $2.46M 0.15% +2,271 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,425 shares; 2024Q4: 25,401 shares; 2025Q1: 25,469 shares; 2025Q2: 18,095 shares; 2025Q3: 17,907 shares; 2025Q4: 17,411 shares 17,411 $2.46M 0.15% -496 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,448 shares; 2024Q4: 86,223 shares; 2025Q1: 87,026 shares; 2025Q2: 48,845 shares; 2025Q3: 48,038 shares; 2025Q4: 48,999 shares 48,999 $2.45M 0.15% +961 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: 6,127 shares; 2024Q4: 6,391 shares; 2025Q1: 7,009 shares; 2025Q2: 4,843 shares; 2025Q3: 6,180 shares; 2025Q4: 6,644 shares 6,644 $2.39M 0.14% +464 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: 21,679 shares; 2024Q4: 22,344 shares; 2025Q1: 22,321 shares; 2025Q2: 16,357 shares; 2025Q3: 10,555 shares; 2025Q4: 9,005 shares 9,005 $2.38M 0.14% -1,550 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: 36,137 shares; 2024Q4: 34,151 shares; 2025Q1: 38,324 shares; 2025Q2: 48,285 shares; 2025Q3: 61,896 shares; 2025Q4: 88,411 shares 88,411 $2.36M 0.14% +26,515 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,026 shares; 2024Q4: 9,912 shares; 2025Q1: 28,672 shares; 2025Q2: 20,219 shares; 2025Q3: 20,745 shares; 2025Q4: 20,092 shares 20,092 $2.33M 0.14% -653 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: 38,622 shares; 2024Q4: 39,947 shares; 2025Q1: 48,190 shares; 2025Q2: 39,157 shares; 2025Q3: 37,608 shares; 2025Q4: 33,291 shares 33,291 $2.33M 0.14% -4,317 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: 16,119 shares; 2024Q4: 15,398 shares; 2025Q1: 14,770 shares; 2025Q2: 12,754 shares; 2025Q3: 12,539 shares; 2025Q4: 11,883 shares 11,883 $2.32M 0.14% -656 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,219 shares; 2024Q4: 13,222 shares; 2025Q1: 13,011 shares; 2025Q2: 9,966 shares; 2025Q3: 9,968 shares; 2025Q4: 9,207 shares 9,207 $2.31M 0.14% -761 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: 29,681 shares; 2024Q4: 34,898 shares; 2025Q1: 37,228 shares; 2025Q2: 35,646 shares; 2025Q3: 34,938 shares; 2025Q4: 34,773 shares 34,773 $2.31M 0.14% -165 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,976 shares; 2024Q4: 17,363 shares; 2025Q1: 17,857 shares; 2025Q2: 10,386 shares; 2025Q3: 10,285 shares; 2025Q4: 10,971 shares 10,971 $2.29M 0.14% +686 Timeline IBTM 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: 20,145 shares; 2024Q4: 33,029 shares; 2025Q1: 49,623 shares; 2025Q2: 62,035 shares; 2025Q3: 98,547 shares; 2025Q4: 98,501 shares 98,501 $2.27M 0.13% -46 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: 32,620 shares; 2024Q4: 46,258 shares; 2025Q1: 60,474 shares; 2025Q2: 50,284 shares; 2025Q3: 55,680 shares; 2025Q4: 65,390 shares 65,390 $2.27M 0.13% +9,710 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,261 shares; 2024Q4: 8,411 shares; 2025Q1: 8,995 shares; 2025Q2: 7,590 shares; 2025Q3: 7,343 shares; 2025Q4: 7,220 shares 7,220 $2.26M 0.13% -123 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: 12,766 shares; 2024Q4: 12,515 shares; 2025Q1: 12,393 shares; 2025Q2: 8,019 shares; 2025Q3: 8,017 shares; 2025Q4: 6,839 shares 6,839 $2.24M 0.13% -1,178 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: 58,352 shares; 2024Q4: 71,373 shares; 2025Q1: 82,448 shares; 2025Q2: 67,374 shares; 2025Q3: 98,683 shares; 2025Q4: 99,574 shares 99,574 $2.24M 0.13% +891 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,500 shares; 2025Q1: 65,450 shares; 2025Q2: 87,438 shares; 2025Q3: 118,639 shares; 2025Q4: 100,795 shares 100,795 $2.23M 0.13% -17,844 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 835 shares; 2025Q1: 842 shares; 2025Q2: 663 shares; 2025Q3: 657 shares; 2025Q4: 656 shares 656 $2.23M 0.13% -1 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,919 shares; 2025Q3: 39,499 shares; 2025Q4: 69,745 shares 69,745 $2.21M 0.13% +30,246 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: 16,281 shares; 2024Q4: 12,185 shares; 2025Q1: 10,215 shares; 2025Q2: 5,968 shares; 2025Q3: 6,372 shares; 2025Q4: 6,675 shares 6,675 $2.2M 0.13% +303 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,756 shares; 2024Q4: 14,477 shares; 2025Q1: 14,489 shares; 2025Q2: 60,343 shares; 2025Q3: 60,640 shares; 2025Q4: 59,460 shares 59,460 $2.19M 0.13% -1,180 Timeline FFLC 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: 24,701 shares; 2024Q4: 37,115 shares; 2025Q1: 59,894 shares; 2025Q2: 35,094 shares; 2025Q3: 35,548 shares; 2025Q4: 40,141 shares 40,141 $2.14M 0.13% +4,593 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: 1,884 shares; 2024Q4: 4,107 shares; 2025Q1: 6,091 shares; 2025Q2: 5,187 shares; 2025Q3: 5,603 shares; 2025Q4: 22,587 shares 22,587 $2.12M 0.13% +16,984 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: 19,914 shares; 2024Q4: 19,414 shares; 2025Q1: 18,892 shares; 2025Q2: 17,076 shares; 2025Q3: 17,294 shares; 2025Q4: 16,654 shares 16,654 $2.09M 0.12% -640 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: 7,196 shares; 2024Q4: 13,647 shares; 2025Q1: 14,853 shares; 2025Q2: 13,761 shares; 2025Q3: 13,959 shares; 2025Q4: 12,957 shares 12,957 $2.08M 0.12% -1,002 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,078 shares; 2024Q4: 50,229 shares; 2025Q1: 50,819 shares; 2025Q2: 43,032 shares; 2025Q3: 40,939 shares; 2025Q4: 35,008 shares 35,008 $2.06M 0.12% -5,931 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: 27,666 shares; 2024Q4: 28,884 shares; 2025Q1: 30,909 shares; 2025Q2: 27,994 shares; 2025Q3: 30,754 shares; 2025Q4: 31,188 shares 31,188 $2.06M 0.12% +434 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: 22,430 shares; 2024Q4: 21,222 shares; 2025Q1: 21,079 shares; 2025Q2: 8,870 shares; 2025Q3: 8,560 shares; 2025Q4: 8,525 shares 8,525 $2.06M 0.12% -35 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: 10,910 shares; 2024Q4: 10,803 shares; 2025Q1: 11,001 shares; 2025Q2: 9,547 shares; 2025Q3: 9,416 shares; 2025Q4: 9,727 shares 9,727 $2.05M 0.12% +311 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,663 shares; 2024Q4: 3,664 shares; 2025Q1: 3,679 shares; 2025Q2: 2,070 shares; 2025Q3: 2,354 shares; 2025Q4: 2,328 shares 2,328 $2.05M 0.12% -26 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,368 shares; 2024Q4: 8,212 shares; 2025Q1: 8,197 shares; 2025Q2: 6,214 shares; 2025Q3: 6,265 shares; 2025Q4: 6,265 shares 6,265 $2.03M 0.12% 0 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: 23,310 shares; 2024Q4: 22,850 shares; 2025Q1: 22,935 shares; 2025Q2: 14,896 shares; 2025Q3: 16,615 shares; 2025Q4: 17,270 shares 17,270 $2.02M 0.12% +655 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,535 shares; 2025Q3: 24,447 shares; 2025Q4: 24,045 shares 24,045 $2.01M 0.12% -402 Timeline COWG 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: not reported; 2024Q4: 17,217 shares; 2025Q1: 46,494 shares; 2025Q2: 65,713 shares; 2025Q3: 58,572 shares; 2025Q4: 55,641 shares 55,641 $1.96M 0.12% -2,931 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: 10,890 shares; 2024Q4: 10,778 shares; 2025Q1: 10,924 shares; 2025Q2: 14,528 shares; 2025Q3: 15,452 shares; 2025Q4: 15,501 shares 15,501 $1.95M 0.12% +49 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,482 shares; 2024Q4: 74,286 shares; 2025Q1: 77,218 shares; 2025Q2: 71,158 shares; 2025Q3: 65,446 shares; 2025Q4: 60,128 shares 60,128 $1.95M 0.12% -5,318 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: 14,420 shares; 2024Q4: 14,210 shares; 2025Q1: 14,071 shares; 2025Q2: 13,577 shares; 2025Q3: 14,854 shares; 2025Q4: 12,489 shares 12,489 $1.93M 0.11% -2,365 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,649 shares; 2024Q4: 3,651 shares; 2025Q1: 3,653 shares; 2025Q2: 5,199 shares; 2025Q3: 13,018 shares; 2025Q4: 16,210 shares 16,210 $1.92M 0.11% +3,192 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,189 shares 5,189 $1.91M 0.11% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,338 shares; 2024Q4: 30,380 shares; 2025Q1: 35,712 shares; 2025Q2: 10,651 shares; 2025Q3: 12,120 shares; 2025Q4: 10,112 shares 10,112 $1.9M 0.11% -2,008 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,578 shares; 2024Q4: 9,601 shares; 2025Q1: 9,853 shares; 2025Q2: 6,634 shares; 2025Q3: 6,399 shares; 2025Q4: 6,009 shares 6,009 $1.88M 0.11% -390 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: 17,754 shares; 2024Q4: 17,725 shares; 2025Q1: 17,773 shares; 2025Q2: 14,850 shares; 2025Q3: 17,282 shares; 2025Q4: 17,381 shares 17,381 $1.85M 0.11% +99 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,231 shares; 2025Q3: 8,130 shares; 2025Q4: 8,100 shares 8,100 $1.83M 0.11% -30 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: 3,420 shares; 2024Q4: 3,458 shares; 2025Q1: 3,508 shares; 2025Q2: 2,595 shares; 2025Q3: 2,419 shares; 2025Q4: 11,892 shares 11,892 $1.82M 0.11% +9,473 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: 16,220 shares; 2025Q1: 16,433 shares; 2025Q2: 13,395 shares; 2025Q3: 13,263 shares; 2025Q4: 13,880 shares 13,880 $1.82M 0.11% +617 Timeline HEDJ 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: 39,691 shares; 2024Q4: 34,274 shares; 2025Q1: 38,972 shares; 2025Q2: 34,753 shares; 2025Q3: 34,578 shares; 2025Q4: 34,248 shares 34,248 $1.82M 0.11% -330 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,715 shares; 2024Q4: 32,358 shares; 2025Q1: 53,064 shares; 2025Q2: 45,389 shares; 2025Q3: 45,099 shares; 2025Q4: 41,442 shares 41,442 $1.81M 0.11% -3,657 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,605 shares; 2024Q4: 19,858 shares; 2025Q1: 23,195 shares; 2025Q2: 20,183 shares; 2025Q3: 20,159 shares; 2025Q4: 17,861 shares 17,861 $1.79M 0.11% -2,298 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: 8,891 shares; 2024Q4: 8,577 shares; 2025Q1: 8,357 shares; 2025Q2: 5,866 shares; 2025Q3: 6,333 shares; 2025Q4: 6,577 shares 6,577 $1.78M 0.11% +244 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: 30,156 shares; 2024Q4: 90,029 shares; 2025Q1: 94,483 shares; 2025Q2: 100,286 shares; 2025Q3: 73,367 shares; 2025Q4: 66,187 shares 66,187 $1.78M 0.11% -7,180 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: 5,783 shares; 2024Q4: 6,654 shares; 2025Q1: 5,516 shares; 2025Q2: 1,961 shares; 2025Q3: 5,669 shares; 2025Q4: 5,731 shares 5,731 $1.76M 0.1% +62 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,444 shares; 2024Q4: 25,961 shares; 2025Q1: 25,561 shares; 2025Q2: 18,192 shares; 2025Q3: 17,301 shares; 2025Q4: 16,879 shares 16,879 $1.74M 0.1% -422 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,922 shares; 2024Q4: 26,754 shares; 2025Q1: 26,442 shares; 2025Q2: 26,167 shares; 2025Q3: 26,040 shares; 2025Q4: 24,278 shares 24,278 $1.73M 0.1% -1,762 Timeline VONG 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: 16,037 shares; 2024Q4: 17,854 shares; 2025Q1: 18,490 shares; 2025Q2: 15,161 shares; 2025Q3: 13,718 shares; 2025Q4: 14,230 shares 14,230 $1.73M 0.1% +512 Timeline IBTO 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: 9,765 shares; 2024Q4: 9,902 shares; 2025Q1: 9,966 shares; 2025Q2: 12,430 shares; 2025Q3: 32,306 shares; 2025Q4: 70,348 shares 70,348 $1.73M 0.1% +38,042 Timeline FENI 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: 9,615 shares; 2024Q4: 9,061 shares; 2025Q1: 8,942 shares; 2025Q2: 17,692 shares; 2025Q3: 21,336 shares; 2025Q4: 46,923 shares 46,923 $1.72M 0.1% +25,587 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: 32,911 shares; 2024Q4: 30,168 shares; 2025Q1: 27,112 shares; 2025Q2: 16,608 shares; 2025Q3: 16,094 shares; 2025Q4: 16,301 shares 16,301 $1.72M 0.1% +207 Timeline JCPB 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: 32,993 shares; 2024Q4: 33,818 shares; 2025Q1: 33,352 shares; 2025Q2: 30,656 shares; 2025Q3: 29,594 shares; 2025Q4: 35,846 shares 35,846 $1.7M 0.1% +6,252 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,546 shares; 2025Q1: 51,238 shares; 2025Q2: 74,817 shares; 2025Q3: 79,404 shares; 2025Q4: 57,235 shares 57,235 $1.68M 0.1% -22,169 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: 13,447 shares; 2024Q4: 13,478 shares; 2025Q1: 13,514 shares; 2025Q2: 19,610 shares; 2025Q3: 19,055 shares; 2025Q4: 20,518 shares 20,518 $1.65M 0.1% +1,463 Timeline LGLV 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: 11,324 shares; 2024Q4: 11,249 shares; 2025Q1: 11,039 shares; 2025Q2: 10,139 shares; 2025Q3: 10,139 shares; 2025Q4: 9,222 shares 9,222 $1.62M 0.1% -917 Timeline ATI ATI INC More: the full row for ATI 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: 11,673 shares; 2025Q3: 11,913 shares; 2025Q4: 13,953 shares 13,953 $1.6M 0.09% +2,040 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,570 shares; 2024Q4: 12,456 shares; 2025Q1: 12,390 shares; 2025Q2: 9,318 shares; 2025Q3: 9,495 shares; 2025Q4: 9,210 shares 9,210 $1.6M 0.09% -285 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,361 shares; 2024Q4: 37,006 shares; 2025Q1: 63,901 shares; 2025Q2: 31,849 shares; 2025Q3: 32,761 shares; 2025Q4: 32,194 shares 32,194 $1.6M 0.09% -567 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,713 shares; 2025Q2: 30,399 shares; 2025Q3: 20,453 shares; 2025Q4: 22,247 shares 22,247 $1.59M 0.09% +1,794 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: 6,519 shares; 2024Q4: 6,496 shares; 2025Q1: 6,533 shares; 2025Q2: 6,383 shares; 2025Q3: 6,348 shares; 2025Q4: 6,349 shares 6,349 $1.59M 0.09% +1 Timeline RWK 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: 11,275 shares; 2024Q4: 11,751 shares; 2025Q1: 12,406 shares; 2025Q2: 10,959 shares; 2025Q3: 11,540 shares; 2025Q4: 12,430 shares 12,430 $1.57M 0.09% +890 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: 7,467 shares; 2024Q4: 7,368 shares; 2025Q1: 6,830 shares; 2025Q2: 3,534 shares; 2025Q3: 4,245 shares; 2025Q4: 4,236 shares 4,236 $1.57M 0.09% -9 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: 24,103 shares; 2024Q4: 22,198 shares; 2025Q1: 22,353 shares; 2025Q2: 12,683 shares; 2025Q3: 11,212 shares; 2025Q4: 10,896 shares 10,896 $1.56M 0.09% -316 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,578 shares; 2024Q4: 16,459 shares; 2025Q1: 16,273 shares; 2025Q2: 14,798 shares; 2025Q3: 14,424 shares; 2025Q4: 16,532 shares 16,532 $1.56M 0.09% +2,108 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,044 shares; 2024Q4: 12,304 shares; 2025Q1: 15,624 shares; 2025Q2: 15,664 shares; 2025Q3: 14,437 shares; 2025Q4: 18,198 shares 18,198 $1.55M 0.09% +3,761 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,250 shares; 2024Q4: 47,400 shares; 2025Q1: 127,000 shares; 2025Q2: 139,250 shares; 2025Q3: 132,450 shares; 2025Q4: 134,600 shares 134,600 $1.55M 0.09% +2,150 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,900 shares; 2025Q1: 13,900 shares; 2025Q2: 34,701 shares; 2025Q3: 34,751 shares; 2025Q4: 60,351 shares 60,351 $1.54M 0.09% +25,600 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,173 shares; 2024Q4: 4,173 shares; 2025Q1: 4,733 shares; 2025Q2: 10,690 shares; 2025Q3: 10,485 shares; 2025Q4: 10,485 shares 10,485 $1.54M 0.09% 0 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,081 shares; 2024Q4: 12,081 shares; 2025Q1: 12,081 shares; 2025Q2: 12,081 shares; 2025Q3: 12,081 shares; 2025Q4: 12,081 shares 12,081 $1.53M 0.09% 0 Timeline WTV 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: 6,086 shares; 2025Q1: 6,086 shares; 2025Q2: 11,833 shares; 2025Q3: 13,243 shares; 2025Q4: 16,393 shares 16,393 $1.53M 0.09% +3,150 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,898 shares; 2025Q1: 47,935 shares; 2025Q2: 38,744 shares; 2025Q3: 47,548 shares; 2025Q4: 55,193 shares 55,193 $1.52M 0.09% +7,645 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,815 shares; 2024Q4: 8,865 shares; 2025Q1: 10,905 shares; 2025Q2: 11,105 shares; 2025Q3: 11,165 shares; 2025Q4: 11,165 shares 11,165 $1.52M 0.09% 0 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,830 shares; 2025Q4: 83,270 shares 83,270 $1.51M 0.09% +25,440 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: 5,602 shares; 2024Q4: 5,479 shares; 2025Q1: 5,149 shares; 2025Q2: 4,336 shares; 2025Q3: 2,432 shares; 2025Q4: 2,249 shares 2,249 $1.49M 0.09% -183 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,733 shares; 2025Q3: 9,075 shares; 2025Q4: 9,198 shares 9,198 $1.48M 0.09% +123 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS 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: 21,140 shares; 2025Q3: 20,990 shares; 2025Q4: 21,707 shares 21,707 $1.46M 0.09% +717 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: 8,323 shares; 2024Q4: 8,323 shares; 2025Q1: 10,470 shares; 2025Q2: 12,664 shares; 2025Q3: 12,702 shares; 2025Q4: 22,513 shares 22,513 $1.45M 0.09% +9,811 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,200 shares; 2025Q1: 13,518 shares; 2025Q2: 11,407 shares; 2025Q3: 10,712 shares; 2025Q4: 10,180 shares 10,180 $1.45M 0.09% -532 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,288 shares; 2025Q2: 29,108 shares; 2025Q3: 31,779 shares; 2025Q4: 35,217 shares 35,217 $1.44M 0.09% +3,438 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: 19,356 shares; 2024Q4: 23,426 shares; 2025Q1: 23,836 shares; 2025Q2: 11,265 shares; 2025Q3: 11,660 shares; 2025Q4: 11,188 shares 11,188 $1.43M 0.08% -472 Timeline IONQ IONQ INC More: the full row for IONQ 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: 29,300 shares; 2025Q3: 32,610 shares; 2025Q4: 31,772 shares 31,772 $1.43M 0.08% -838 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,883 shares; 2024Q4: 26,336 shares; 2025Q1: 31,438 shares; 2025Q2: 13,429 shares; 2025Q3: 13,441 shares; 2025Q4: 17,079 shares 17,079 $1.42M 0.08% +3,638 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,498 shares; 2024Q4: 34,994 shares; 2025Q1: 34,994 shares; 2025Q2: 27,842 shares; 2025Q3: 26,674 shares; 2025Q4: 28,989 shares 28,989 $1.42M 0.08% +2,315 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,433 shares; 2025Q1: 21,783 shares; 2025Q2: 23,801 shares; 2025Q3: 24,437 shares; 2025Q4: 24,896 shares 24,896 $1.42M 0.08% +459 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: 1,923 shares; 2024Q4: 1,889 shares; 2025Q1: 2,081 shares; 2025Q2: 14,405 shares; 2025Q3: 15,904 shares; 2025Q4: 15,547 shares 15,547 $1.42M 0.08% -357 Timeline FSEP 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: 27,552 shares; 2024Q4: 27,552 shares; 2025Q1: 27,552 shares; 2025Q2: 27,497 shares; 2025Q3: 27,397 shares; 2025Q4: 27,397 shares 27,397 $1.41M 0.08% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,453 shares; 2025Q1: 5,865 shares; 2025Q2: 4,544 shares; 2025Q3: 4,505 shares; 2025Q4: 4,397 shares 4,397 $1.4M 0.08% -108 Timeline BNOV 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: 67,186 shares; 2024Q4: 66,817 shares; 2025Q1: 66,817 shares; 2025Q2: 44,817 shares; 2025Q3: 36,361 shares; 2025Q4: 31,399 shares 31,399 $1.4M 0.08% -4,962 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: 8,917 shares; 2024Q4: 8,707 shares; 2025Q1: 8,683 shares; 2025Q2: 4,265 shares; 2025Q3: 4,300 shares; 2025Q4: 4,659 shares 4,659 $1.38M 0.08% +359 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,642 shares; 2025Q2: 9,930 shares; 2025Q3: 10,627 shares; 2025Q4: 11,204 shares 11,204 $1.38M 0.08% +577 Timeline GCOW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,323 shares; 2025Q3: 33,479 shares; 2025Q4: 33,170 shares 33,170 $1.37M 0.08% -309 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: 43,229 shares; 2024Q4: 33,604 shares; 2025Q1: 32,897 shares; 2025Q2: 31,103 shares; 2025Q3: 31,114 shares; 2025Q4: 30,335 shares 30,335 $1.36M 0.08% -779 Timeline RWJ 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: 69,636 shares; 2024Q4: 63,063 shares; 2025Q1: 63,646 shares; 2025Q2: 28,280 shares; 2025Q3: 27,939 shares; 2025Q4: 27,980 shares 27,980 $1.36M 0.08% +41 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: 9,455 shares; 2024Q4: 9,752 shares; 2025Q1: 9,648 shares; 2025Q2: 6,271 shares; 2025Q3: 6,385 shares; 2025Q4: 6,180 shares 6,180 $1.36M 0.08% -205 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: 22,948 shares; 2025Q3: 18,791 shares; 2025Q4: 19,849 shares 19,849 $1.35M 0.08% +1,058 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 20,242 shares; 2025Q3: 20,437 shares; 2025Q4: 20,735 shares 20,735 $1.34M 0.08% +298 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,394 shares; 2024Q4: 11,566 shares; 2025Q1: 11,322 shares; 2025Q2: 10,392 shares; 2025Q3: 9,998 shares; 2025Q4: 10,030 shares 10,030 $1.33M 0.08% +32 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: 10,374 shares; 2024Q4: 11,029 shares; 2025Q1: 11,773 shares; 2025Q2: 8,478 shares; 2025Q3: 8,391 shares; 2025Q4: 10,305 shares 10,305 $1.33M 0.08% +1,914 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,433 shares; 2025Q2: 7,092 shares; 2025Q3: 7,426 shares; 2025Q4: 7,300 shares 7,300 $1.32M 0.08% -126 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,195 shares; 2024Q4: 9,828 shares; 2025Q1: 9,654 shares; 2025Q2: 5,343 shares; 2025Q3: 5,344 shares; 2025Q4: 5,164 shares 5,164 $1.31M 0.08% -180 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: 20,210 shares; 2024Q4: 20,527 shares; 2025Q1: 20,792 shares; 2025Q2: 17,527 shares; 2025Q3: 15,960 shares; 2025Q4: 28,528 shares 28,528 $1.27M 0.08% +12,568 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: 4,565 shares; 2024Q4: 8,536 shares; 2025Q1: 8,575 shares; 2025Q2: 6,254 shares; 2025Q3: 6,650 shares; 2025Q4: 6,757 shares 6,757 $1.24M 0.07% +107 Timeline CIDARA THERAPEUTICS INC COM… CIDARA THERAPEUTICS INC COM NEW More: the full row for CIDARA THERAPEUTICS INC COM 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: 4,932 shares; 2025Q4: 5,602 shares 5,602 $1.24M 0.07% +670 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: 68,893 shares; 2024Q4: 70,729 shares; 2025Q1: 81,181 shares; 2025Q2: 73,042 shares; 2025Q3: 65,653 shares; 2025Q4: 53,610 shares 53,610 $1.23M 0.07% -12,043 Timeline CAAP CORPORACION AMER ARPTS S A More: the full row for CORPORACION AMER ARPTS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,490 shares; 2024Q4: 59,490 shares; 2025Q1: 59,490 shares; 2025Q2: 50,005 shares; 2025Q3: 46,509 shares; 2025Q4: 46,964 shares 46,964 $1.22M 0.07% +455 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: 28,170 shares; 2024Q4: 23,444 shares; 2025Q1: 18,493 shares; 2025Q2: 15,736 shares; 2025Q3: 15,712 shares; 2025Q4: 16,139 shares 16,139 $1.22M 0.07% +427 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: 5,107 shares; 2024Q4: 5,262 shares; 2025Q1: 4,770 shares; 2025Q2: 3,166 shares; 2025Q3: 2,594 shares; 2025Q4: 2,483 shares 2,483 $1.2M 0.07% -111 Timeline TFLO 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: 19,759 shares; 2025Q3: 19,975 shares; 2025Q4: 23,743 shares 23,743 $1.2M 0.07% +3,768 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,064 shares; 2025Q2: 47,470 shares; 2025Q3: 47,981 shares; 2025Q4: 47,637 shares 47,637 $1.2M 0.07% -344 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: 17,721 shares; 2024Q4: 17,419 shares; 2025Q1: 17,642 shares; 2025Q2: 12,573 shares; 2025Q3: 8,594 shares; 2025Q4: 8,270 shares 8,270 $1.19M 0.07% -324 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,160 shares 17,160 $1.18M 0.07% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,767 shares; 2025Q4: 4,868 shares 4,868 $1.18M 0.07% +101 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: 4,126 shares; 2024Q4: 5,177 shares; 2025Q1: 7,658 shares; 2025Q2: 6,604 shares; 2025Q3: 6,033 shares; 2025Q4: 6,121 shares 6,121 $1.17M 0.07% +88 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,445 shares; 2025Q1: 29,732 shares; 2025Q2: 38,490 shares; 2025Q3: 40,695 shares; 2025Q4: 42,085 shares 42,085 $1.15M 0.07% +1,390 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,700 shares; 2025Q1: 7,914 shares; 2025Q2: 10,144 shares; 2025Q3: 9,527 shares; 2025Q4: 11,265 shares 11,265 $1.15M 0.07% +1,738 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: 24,762 shares; 2024Q4: 24,762 shares; 2025Q1: 25,341 shares; 2025Q2: 23,841 shares; 2025Q3: 21,341 shares; 2025Q4: 23,132 shares 23,132 $1.15M 0.07% +1,791 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,753 shares; 2024Q4: 49,184 shares; 2025Q1: 48,011 shares; 2025Q2: 30,580 shares; 2025Q3: 27,230 shares; 2025Q4: 29,930 shares 29,930 $1.14M 0.07% +2,700 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: 32,139 shares; 2024Q4: 31,380 shares; 2025Q1: 31,607 shares; 2025Q2: 11,629 shares; 2025Q3: 12,319 shares; 2025Q4: 11,805 shares 11,805 $1.14M 0.07% -514 Timeline QWLD 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: 3,405 shares; 2024Q4: 3,546 shares; 2025Q1: 3,936 shares; 2025Q2: 7,977 shares; 2025Q3: 7,558 shares; 2025Q4: 7,903 shares 7,903 $1.13M 0.07% +345 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,464 shares; 2024Q4: 3,333 shares; 2025Q1: 3,229 shares; 2025Q2: 3,277 shares; 2025Q3: 4,228 shares; 2025Q4: 4,552 shares 4,552 $1.12M 0.07% +324 Timeline CSM 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: 15,075 shares; 2024Q4: 13,975 shares; 2025Q1: 14,049 shares; 2025Q2: 14,050 shares; 2025Q3: 14,051 shares; 2025Q4: 14,051 shares 14,051 $1.12M 0.07% 0 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 5,943 shares; 2025Q1: 7,333 shares; 2025Q2: 5,169 shares; 2025Q3: 12,767 shares; 2025Q4: 16,542 shares 16,542 $1.12M 0.07% +3,775 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,839 shares; 2025Q3: 2,812 shares; 2025Q4: 4,015 shares 4,015 $1.1M 0.07% +1,203 Timeline PJUN 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: 28,403 shares; 2024Q4: 28,403 shares; 2025Q1: 28,403 shares; 2025Q2: 26,406 shares; 2025Q3: 26,406 shares; 2025Q4: 26,406 shares 26,406 $1.1M 0.07% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,627 shares; 2024Q4: 7,377 shares; 2025Q1: 6,834 shares; 2025Q2: 5,621 shares; 2025Q3: 5,346 shares; 2025Q4: 5,065 shares 5,065 $1.1M 0.07% -281 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: not reported; 2024Q4: 13,424 shares; 2025Q1: 14,025 shares; 2025Q2: 30,663 shares; 2025Q3: 30,237 shares; 2025Q4: 28,624 shares 28,624 $1.1M 0.06% -1,613 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,075 shares; 2024Q4: 10,975 shares; 2025Q1: 10,895 shares; 2025Q2: 9,845 shares; 2025Q3: 9,945 shares; 2025Q4: 9,945 shares 9,945 $1.08M 0.06% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,679 shares; 2024Q4: 12,754 shares; 2025Q1: 9,695 shares; 2025Q2: 8,211 shares; 2025Q3: 7,761 shares; 2025Q4: 7,761 shares 7,761 $1.07M 0.06% 0 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: 7,140 shares; 2024Q4: 7,140 shares; 2025Q1: 7,098 shares; 2025Q2: 6,014 shares; 2025Q3: 6,016 shares; 2025Q4: 6,019 shares 6,019 $1.07M 0.06% +3 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,200 shares; 2024Q4: 81,975 shares; 2025Q1: 113,475 shares; 2025Q2: 99,800 shares; 2025Q3: 106,200 shares; 2025Q4: 106,120 shares 106,120 $1.06M 0.06% -80 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: not reported; 2024Q4: 14,820 shares; 2025Q1: not reported; 2025Q2: 12,857 shares; 2025Q3: 40,140 shares; 2025Q4: 40,371 shares 40,371 $1.06M 0.06% +231 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,288 shares; 2024Q4: 6,295 shares; 2025Q1: 6,289 shares; 2025Q2: 3,259 shares; 2025Q3: 3,659 shares; 2025Q4: 4,066 shares 4,066 $1.05M 0.06% +407 Timeline QSPT 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: 36,950 shares; 2024Q4: 36,950 shares; 2025Q1: 36,950 shares; 2025Q2: 33,124 shares; 2025Q3: 33,124 shares; 2025Q4: 33,124 shares 33,124 $1.05M 0.06% 0 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: 13,434 shares; 2024Q4: 25,436 shares; 2025Q1: 32,645 shares; 2025Q2: 18,103 shares; 2025Q3: 13,706 shares; 2025Q4: 20,727 shares 20,727 $1.05M 0.06% +7,021 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: 3,485 shares; 2024Q4: 3,565 shares; 2025Q1: 3,841 shares; 2025Q2: 1,674 shares; 2025Q3: 2,045 shares; 2025Q4: 2,205 shares 2,205 $1.04M 0.06% +160 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,947 shares; 2024Q4: 5,947 shares; 2025Q1: 6,347 shares; 2025Q2: 5,428 shares; 2025Q3: 5,183 shares; 2025Q4: 5,083 shares 5,083 $1.04M 0.06% -100 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,649 shares; 2024Q4: 2,649 shares; 2025Q1: 2,363 shares; 2025Q2: 2,430 shares; 2025Q3: 2,427 shares; 2025Q4: 10,694 shares 10,694 $1.02M 0.06% +8,267 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,890 shares; 2024Q4: 28,927 shares; 2025Q1: 33,037 shares; 2025Q2: 25,472 shares; 2025Q3: 22,391 shares; 2025Q4: 17,225 shares 17,225 $1.01M 0.06% -5,166 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,223 shares; 2024Q4: 27,061 shares; 2025Q1: 27,014 shares; 2025Q2: 15,821 shares; 2025Q3: 12,968 shares; 2025Q4: 12,050 shares 12,050 $1.01M 0.06% -918 Timeline BBLU 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: 42,345 shares; 2024Q4: 57,481 shares; 2025Q1: 72,486 shares; 2025Q2: 58,494 shares; 2025Q3: 60,980 shares; 2025Q4: 66,153 shares 66,153 $1.01M 0.06% +5,173 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,812 shares; 2024Q4: 16,574 shares; 2025Q1: 17,769 shares; 2025Q2: 15,454 shares; 2025Q3: 16,184 shares; 2025Q4: 15,588 shares 15,588 $1M 0.06% -596 Timeline IBDR 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: 34,739 shares; 2024Q4: 34,863 shares; 2025Q1: 37,360 shares; 2025Q2: 31,116 shares; 2025Q3: 31,218 shares; 2025Q4: 40,637 shares 40,637 $984K 0.06% +9,419 Timeline XMVM 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: 15,774 shares; 2025Q3: 15,434 shares; 2025Q4: 15,282 shares 15,282 $980K 0.06% -152 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,742 shares; 2025Q3: 13,817 shares; 2025Q4: 13,596 shares 13,596 $975K 0.06% -221 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: 11,692 shares; 2024Q4: 33,927 shares; 2025Q1: 33,741 shares; 2025Q2: 31,899 shares; 2025Q3: 32,388 shares; 2025Q4: 32,409 shares 32,409 $974K 0.06% +21 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,003 shares; 2025Q3: 9,249 shares; 2025Q4: 8,824 shares 8,824 $964K 0.06% -425 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,789 shares; 2025Q2: 2,426 shares; 2025Q3: 2,518 shares; 2025Q4: 2,492 shares 2,492 $934K 0.06% -26 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 5,317 shares; 2025Q1: 5,269 shares; 2025Q2: 4,216 shares; 2025Q3: 4,053 shares; 2025Q4: 4,019 shares 4,019 $929K 0.06% -34 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,423 shares; 2024Q4: 28,423 shares; 2025Q1: 28,423 shares; 2025Q2: 25,274 shares; 2025Q3: 20,267 shares; 2025Q4: 18,836 shares 18,836 $927K 0.05% -1,431 Timeline BOXX 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: 3,710 shares; 2024Q4: 3,172 shares; 2025Q1: 2,954 shares; 2025Q2: 10,023 shares; 2025Q3: 8,873 shares; 2025Q4: 7,915 shares 7,915 $911K 0.05% -958 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: 21,891 shares; 2024Q4: 20,790 shares; 2025Q1: 20,850 shares; 2025Q2: 10,510 shares; 2025Q3: 10,774 shares; 2025Q4: 11,097 shares 11,097 $906K 0.05% +323 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: 10,196 shares; 2024Q4: 19,359 shares; 2025Q1: 8,794 shares; 2025Q2: 8,827 shares; 2025Q3: 8,855 shares; 2025Q4: 9,437 shares 9,437 $906K 0.05% +582 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,090 shares; 2025Q3: 27,108 shares; 2025Q4: 41,220 shares 41,220 $903K 0.05% +14,112 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,612 shares; 2024Q4: 9,874 shares; 2025Q1: 19,527 shares; 2025Q2: 15,220 shares; 2025Q3: 15,878 shares; 2025Q4: 14,313 shares 14,313 $900K 0.05% -1,565 Timeline HYDB 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: 28,057 shares; 2024Q4: 23,473 shares; 2025Q1: 23,521 shares; 2025Q2: 23,600 shares; 2025Q3: 18,959 shares; 2025Q4: 18,805 shares 18,805 $890K 0.05% -154 Timeline FMAY 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: 16,589 shares; 2024Q4: 16,589 shares; 2025Q1: 16,589 shares; 2025Q2: 16,589 shares; 2025Q3: 16,589 shares; 2025Q4: 16,589 shares 16,589 $886K 0.05% 0 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: 5,193 shares; 2024Q4: 5,198 shares; 2025Q1: 5,203 shares; 2025Q2: 4,450 shares; 2025Q3: 3,755 shares; 2025Q4: 3,590 shares 3,590 $884K 0.05% -165 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,215 shares; 2025Q2: 1,639 shares; 2025Q3: 5,515 shares; 2025Q4: 4,243 shares 4,243 $883K 0.05% -1,272 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,629 shares; 2025Q2: 12,115 shares; 2025Q3: 12,419 shares; 2025Q4: 12,159 shares 12,159 $877K 0.05% -260 Timeline IBDT 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: 19,026 shares; 2024Q4: 21,630 shares; 2025Q1: 27,427 shares; 2025Q2: 25,903 shares; 2025Q3: 26,602 shares; 2025Q4: 34,423 shares 34,423 $876K 0.05% +7,821 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: 4,818 shares; 2024Q4: 4,503 shares; 2025Q1: 4,469 shares; 2025Q2: 3,586 shares; 2025Q3: 3,085 shares; 2025Q4: 2,775 shares 2,775 $861K 0.05% -310 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: 8,371 shares; 2024Q4: 8,103 shares; 2025Q1: 7,882 shares; 2025Q2: 4,365 shares; 2025Q3: 3,636 shares; 2025Q4: 3,335 shares 3,335 $858K 0.05% -301 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: 774 shares; 2024Q4: 832 shares; 2025Q1: 996 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 1,130 shares 1,130 $851K 0.05% +268 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,926 shares; 2024Q4: 11,635 shares; 2025Q1: 11,639 shares; 2025Q2: 9,889 shares; 2025Q3: 8,711 shares; 2025Q4: 8,604 shares 8,604 $850K 0.05% -107 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,020 shares; 2024Q4: 22,060 shares; 2025Q1: 20,881 shares; 2025Q2: 19,794 shares; 2025Q3: 19,533 shares; 2025Q4: 18,265 shares 18,265 $845K 0.05% -1,268 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,600 shares; 2024Q4: 5,973 shares; 2025Q1: 5,833 shares; 2025Q2: 4,263 shares; 2025Q3: 4,103 shares; 2025Q4: 3,057 shares 3,057 $841K 0.05% -1,046 Timeline PEXL 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: 70,019 shares; 2024Q4: 68,128 shares; 2025Q1: 22,333 shares; 2025Q2: 14,525 shares; 2025Q3: 13,547 shares; 2025Q4: 13,732 shares 13,732 $837K 0.05% +185 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,681 shares; 2024Q4: 2,817 shares; 2025Q1: 3,978 shares; 2025Q2: 4,951 shares; 2025Q3: 5,014 shares; 2025Q4: 5,016 shares 5,016 $836K 0.05% +2 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: 31,429 shares; 2024Q4: 22,630 shares; 2025Q1: 22,156 shares; 2025Q2: 17,584 shares; 2025Q3: 16,524 shares; 2025Q4: 15,271 shares 15,271 $822K 0.05% -1,253 Timeline FNDA 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: 14,867 shares; 2024Q4: 29,123 shares; 2025Q1: 28,487 shares; 2025Q2: 26,902 shares; 2025Q3: 26,094 shares; 2025Q4: 26,094 shares 26,094 $822K 0.05% 0 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 10,169 shares; 2025Q2: 11,628 shares; 2025Q3: 19,206 shares; 2025Q4: 22,487 shares 22,487 $812K 0.05% +3,281 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,529 shares; 2024Q4: 36,231 shares; 2025Q1: 36,238 shares; 2025Q2: 28,605 shares; 2025Q3: 26,816 shares; 2025Q4: 27,164 shares 27,164 $805K 0.05% +348 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,980 shares; 2024Q4: 15,673 shares; 2025Q1: 14,409 shares; 2025Q2: 9,463 shares; 2025Q3: 9,378 shares; 2025Q4: 9,378 shares 9,378 $802K 0.05% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,297 shares; 2024Q4: 3,132 shares; 2025Q1: 4,120 shares; 2025Q2: 3,276 shares; 2025Q3: 5,907 shares; 2025Q4: 5,857 shares 5,857 $796K 0.05% -50 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,046 shares; 2025Q2: 4,012 shares; 2025Q3: 4,037 shares; 2025Q4: 4,012 shares 4,012 $790K 0.05% -25 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,000 shares; 2025Q1: 32,000 shares; 2025Q2: 137,000 shares; 2025Q3: 144,250 shares; 2025Q4: 145,895 shares 145,895 $787K 0.05% +1,645 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,475 shares 8,475 $779K 0.05% new 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: 11,619 shares; 2024Q4: 11,182 shares; 2025Q1: 11,068 shares; 2025Q2: 9,635 shares; 2025Q3: 9,237 shares; 2025Q4: 8,364 shares 8,364 $773K 0.05% -873 Timeline FTCE 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: 30,816 shares 30,816 $767K 0.05% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 1,881 shares; 2025Q1: 1,881 shares; 2025Q2: 1,975 shares; 2025Q3: 2,418 shares; 2025Q4: 2,170 shares 2,170 $766K 0.05% -248 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: 9,781 shares; 2024Q4: 10,570 shares; 2025Q1: 10,571 shares; 2025Q2: 8,757 shares; 2025Q3: 8,888 shares; 2025Q4: 8,696 shares 8,696 $765K 0.05% -192 Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 7,731 shares 7,731 $763K 0.05% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 1,583 shares; 2025Q1: 1,570 shares; 2025Q2: 1,270 shares; 2025Q3: 1,304 shares; 2025Q4: 1,313 shares 1,313 $760K 0.05% +9 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,236 shares; 2025Q4: 7,616 shares 7,616 $760K 0.05% +4,380 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: 10,649 shares; 2024Q4: 10,509 shares; 2025Q1: 10,513 shares; 2025Q2: 6,396 shares; 2025Q3: 6,527 shares; 2025Q4: 6,620 shares 6,620 $753K 0.04% +93 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: 2,530 shares; 2024Q4: 2,068 shares; 2025Q1: 2,015 shares; 2025Q2: 1,622 shares; 2025Q3: 1,594 shares; 2025Q4: 1,596 shares 1,596 $743K 0.04% +2 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,055 shares; 2024Q4: 15,097 shares; 2025Q1: 16,539 shares; 2025Q2: 13,663 shares; 2025Q3: 12,513 shares; 2025Q4: 12,557 shares 12,557 $742K 0.04% +44 Timeline HUT HUT 8 CORP More: the full row for HUT 8 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: 16,144 shares 16,144 $741K 0.04% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,347 shares; 2025Q3: 3,890 shares; 2025Q4: 4,703 shares 4,703 $736K 0.04% +813 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,434 shares; 2024Q4: 2,534 shares; 2025Q1: 2,621 shares; 2025Q2: 2,267 shares; 2025Q3: 2,012 shares; 2025Q4: 5,052 shares 5,052 $727K 0.04% +3,040 Timeline UFIV RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,746 shares; 2024Q4: 33,629 shares; 2025Q1: 25,294 shares; 2025Q2: 22,928 shares; 2025Q3: 18,541 shares; 2025Q4: 14,446 shares 14,446 $711K 0.04% -4,095 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 2,979 shares; 2025Q1: 2,531 shares; 2025Q2: 2,145 shares; 2025Q3: 2,146 shares; 2025Q4: 2,147 shares 2,147 $705K 0.04% +1 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: 9,121 shares; 2024Q4: 8,553 shares; 2025Q1: 8,321 shares; 2025Q2: 6,663 shares; 2025Q3: 6,407 shares; 2025Q4: 5,059 shares 5,059 $704K 0.04% -1,348 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: 9,570 shares; 2024Q4: 9,570 shares; 2025Q1: 10,229 shares; 2025Q2: 9,036 shares; 2025Q3: 9,036 shares; 2025Q4: 9,036 shares 9,036 $701K 0.04% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 3,775 shares; 2025Q1: 4,015 shares; 2025Q2: 3,555 shares; 2025Q3: 3,395 shares; 2025Q4: 3,465 shares 3,465 $698K 0.04% +70 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,466 shares; 2025Q4: 6,348 shares 6,348 $696K 0.04% +882 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,838 shares 27,838 $682K 0.04% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,437 shares 10,437 $682K 0.04% new Timeline IBDS 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: 21,901 shares; 2024Q4: 22,390 shares; 2025Q1: 23,704 shares; 2025Q2: 24,124 shares; 2025Q3: 24,191 shares; 2025Q4: 27,882 shares 27,882 $676K 0.04% +3,691 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,400 shares; 2025Q3: 29,600 shares; 2025Q4: 29,400 shares 29,400 $656K 0.04% -200 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,523 shares; 2025Q4: 6,283 shares 6,283 $651K 0.04% +1,760 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,354 shares 6,354 $648K 0.04% new Timeline IBDU 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: 11,247 shares; 2024Q4: 11,365 shares; 2025Q1: 26,593 shares; 2025Q2: 22,596 shares; 2025Q3: 27,175 shares; 2025Q4: 27,484 shares 27,484 $643K 0.04% +309 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 583 shares; 2025Q4: 593 shares 593 $635K 0.04% +10 Timeline GRID 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: 4,138 shares 4,138 $633K 0.04% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,777 shares; 2024Q4: 6,781 shares; 2025Q1: 7,509 shares; 2025Q2: 9,877 shares; 2025Q3: 14,470 shares; 2025Q4: 15,703 shares 15,703 $618K 0.04% +1,233 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,188 shares; 2024Q4: 23,426 shares; 2025Q1: 23,504 shares; 2025Q2: 19,686 shares; 2025Q3: 19,496 shares; 2025Q4: 13,820 shares 13,820 $613K 0.04% -5,676 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,852 shares; 2024Q4: 11,525 shares; 2025Q1: 11,637 shares; 2025Q2: 4,515 shares; 2025Q3: 4,515 shares; 2025Q4: 4,515 shares 4,515 $610K 0.04% 0 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: 17,145 shares; 2024Q4: 16,231 shares; 2025Q1: 14,812 shares; 2025Q2: 11,464 shares; 2025Q3: 2,383 shares; 2025Q4: 2,374 shares 2,374 $610K 0.04% -9 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: 976 shares; 2024Q4: 1,163 shares; 2025Q1: 1,231 shares; 2025Q2: 1,182 shares; 2025Q3: 1,153 shares; 2025Q4: 1,065 shares 1,065 $607K 0.04% -88 Timeline PSDM PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,680 shares; 2025Q4: 11,652 shares 11,652 $599K 0.04% +6,972 Timeline FVAL 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: 9,459 shares; 2024Q4: 12,454 shares; 2025Q1: 13,028 shares; 2025Q2: 4,933 shares; 2025Q3: 8,220 shares; 2025Q4: 8,248 shares 8,248 $596K 0.04% +28 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,392 shares; 2024Q4: 8,457 shares; 2025Q1: 8,457 shares; 2025Q2: 6,737 shares; 2025Q3: 6,737 shares; 2025Q4: 6,419 shares 6,419 $586K 0.03% -318 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,179 shares 3,179 $586K 0.03% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,611 shares; 2024Q4: 13,668 shares; 2025Q1: 12,744 shares; 2025Q2: 6,596 shares; 2025Q3: 2,576 shares; 2025Q4: 2,545 shares 2,545 $579K 0.03% -31 Timeline RSPT 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: 17,627 shares; 2024Q4: 12,475 shares; 2025Q1: 12,478 shares; 2025Q2: 12,480 shares; 2025Q3: 12,482 shares; 2025Q4: 12,483 shares 12,483 $568K 0.03% +1 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,414 shares; 2024Q4: 3,531 shares; 2025Q1: 4,529 shares; 2025Q2: 4,684 shares; 2025Q3: 4,764 shares; 2025Q4: 5,020 shares 5,020 $561K 0.03% +256 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: 33,486 shares; 2024Q4: 26,897 shares; 2025Q1: 30,236 shares; 2025Q2: 14,020 shares; 2025Q3: 13,061 shares; 2025Q4: 22,475 shares 22,475 $559K 0.03% +9,414 Timeline FLOT 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: 9,805 shares; 2025Q3: 10,614 shares; 2025Q4: 10,971 shares 10,971 $558K 0.03% +357 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,500 shares; 2025Q1: 1,604 shares; 2025Q2: 1,075 shares; 2025Q3: 1,946 shares; 2025Q4: 1,786 shares 1,786 $558K 0.03% -160 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 3,775 shares; 2025Q1: 3,787 shares; 2025Q2: 3,801 shares; 2025Q3: 3,816 shares; 2025Q4: 3,830 shares 3,830 $554K 0.03% +14 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN 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: 9,441 shares; 2025Q3: 9,441 shares; 2025Q4: 6,871 shares 6,871 $547K 0.03% -2,570 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,281 shares; 2025Q4: 7,662 shares 7,662 $547K 0.03% -2,619 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: 6,000 shares; 2024Q4: 6,156 shares; 2025Q1: 6,331 shares; 2025Q2: 6,705 shares; 2025Q3: 7,043 shares; 2025Q4: 7,070 shares 7,070 $538K 0.03% +27 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 17,866 shares; 2025Q4: 19,126 shares 19,126 $538K 0.03% +1,260 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,561 shares; 2024Q4: 48,875 shares; 2025Q1: 55,304 shares; 2025Q2: 15,666 shares; 2025Q3: 19,859 shares; 2025Q4: 19,886 shares 19,886 $538K 0.03% +27 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: 25,336 shares; 2024Q4: 25,021 shares; 2025Q1: 19,345 shares; 2025Q2: 17,196 shares; 2025Q3: 12,389 shares; 2025Q4: 11,655 shares 11,655 $536K 0.03% -734 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,849 shares; 2024Q4: 6,299 shares; 2025Q1: 7,968 shares; 2025Q2: 6,347 shares; 2025Q3: 5,846 shares; 2025Q4: 2,757 shares 2,757 $535K 0.03% -3,089 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,348 shares; 2024Q4: 44,603 shares; 2025Q1: 42,101 shares; 2025Q2: 18,637 shares; 2025Q3: 19,568 shares; 2025Q4: 19,348 shares 19,348 $531K 0.03% -220 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,294 shares; 2024Q4: 5,231 shares; 2025Q1: 5,239 shares; 2025Q2: 1,839 shares; 2025Q3: 1,839 shares; 2025Q4: 1,839 shares 1,839 $531K 0.03% 0 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: 10,107 shares; 2024Q4: 10,168 shares; 2025Q1: 10,252 shares; 2025Q2: 6,349 shares; 2025Q3: 6,355 shares; 2025Q4: 6,056 shares 6,056 $528K 0.03% -299 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,350 shares; 2024Q4: 6,375 shares; 2025Q1: 13,569 shares; 2025Q2: 5,914 shares; 2025Q3: 9,159 shares; 2025Q4: 9,189 shares 9,189 $525K 0.03% +30 Timeline JPME 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: 7,237 shares; 2024Q4: 7,308 shares; 2025Q1: 4,889 shares; 2025Q2: 4,889 shares; 2025Q3: 4,889 shares; 2025Q4: 4,826 shares 4,826 $524K 0.03% -63 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,850 shares; 2024Q4: 11,850 shares; 2025Q1: 11,850 shares; 2025Q2: 11,850 shares; 2025Q3: 11,850 shares; 2025Q4: 11,850 shares 11,850 $518K 0.03% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,365 shares; 2024Q4: 1,365 shares; 2025Q1: 1,362 shares; 2025Q2: 1,362 shares; 2025Q3: 1,281 shares; 2025Q4: 1,506 shares 1,506 $516K 0.03% +225 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,333 shares; 2025Q2: 10,333 shares; 2025Q3: 10,333 shares; 2025Q4: 10,538 shares 10,538 $512K 0.03% +205 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,096 shares; 2024Q4: 15,847 shares; 2025Q1: 16,226 shares; 2025Q2: 6,857 shares; 2025Q3: 6,472 shares; 2025Q4: 6,077 shares 6,077 $511K 0.03% -395 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: 3,303 shares; 2024Q4: 3,317 shares; 2025Q1: 3,785 shares; 2025Q2: 3,554 shares; 2025Q3: 3,305 shares; 2025Q4: 3,330 shares 3,330 $511K 0.03% +25 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: 923 shares; 2024Q4: 958 shares; 2025Q1: 961 shares; 2025Q2: 1,563 shares; 2025Q3: 1,563 shares; 2025Q4: 1,684 shares 1,684 $508K 0.03% +121 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: 2,145 shares; 2024Q4: 2,127 shares; 2025Q1: 2,588 shares; 2025Q2: 1,747 shares; 2025Q3: 1,771 shares; 2025Q4: 1,892 shares 1,892 $507K 0.03% +121 Timeline BOCT 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: 10,163 shares; 2024Q4: 10,163 shares; 2025Q1: 10,163 shares; 2025Q2: 10,163 shares; 2025Q3: 10,163 shares; 2025Q4: 10,163 shares 10,163 $502K 0.03% 0 Timeline POCT 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: 13,037 shares; 2024Q4: 12,976 shares; 2025Q1: 12,971 shares; 2025Q2: 11,471 shares; 2025Q3: 11,468 shares; 2025Q4: 11,410 shares 11,410 $501K 0.03% -58 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,232 shares 6,232 $500K 0.03% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,073 shares; 2024Q4: 7,076 shares; 2025Q1: 14,217 shares; 2025Q2: 9,741 shares; 2025Q3: 6,429 shares; 2025Q4: 5,508 shares 5,508 $493K 0.03% -921 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,875 shares; 2024Q4: 38,675 shares; 2025Q1: 57,925 shares; 2025Q2: 56,850 shares; 2025Q3: 61,450 shares; 2025Q4: 54,900 shares 54,900 $493K 0.03% -6,550 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: 11,977 shares; 2024Q4: 12,440 shares; 2025Q1: 12,440 shares; 2025Q2: 12,670 shares; 2025Q3: 10,728 shares; 2025Q4: 10,696 shares 10,696 $483K 0.03% -32 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,290 shares; 2024Q4: 37,313 shares; 2025Q1: 37,604 shares; 2025Q2: 34,883 shares; 2025Q3: 28,328 shares; 2025Q4: 21,659 shares 21,659 $483K 0.03% -6,669 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,205 shares 2,205 $479K 0.03% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,042 shares 2,042 $477K 0.03% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 3,849 shares; 2025Q1: 3,842 shares; 2025Q2: 2,116 shares; 2025Q3: 2,090 shares; 2025Q4: 2,090 shares 2,090 $475K 0.03% 0 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: 135,869 shares; 2024Q4: 100,239 shares; 2025Q1: 31,345 shares; 2025Q2: 11,413 shares; 2025Q3: 10,943 shares; 2025Q4: 10,715 shares 10,715 $475K 0.03% -228 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: 7,207 shares; 2024Q4: 7,631 shares; 2025Q1: 6,864 shares; 2025Q2: 6,627 shares; 2025Q3: 5,773 shares; 2025Q4: 2,327 shares 2,327 $472K 0.03% -3,446 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,225 shares; 2024Q4: 17,705 shares; 2025Q1: 47,230 shares; 2025Q2: 50,007 shares; 2025Q3: 46,642 shares; 2025Q4: 46,642 shares 46,642 $472K 0.03% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,340 shares; 2024Q4: 3,307 shares; 2025Q1: 3,095 shares; 2025Q2: 3,042 shares; 2025Q3: 2,871 shares; 2025Q4: 2,810 shares 2,810 $471K 0.03% -61 Timeline NOCT 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: 8,142 shares; 2024Q4: 8,142 shares; 2025Q1: 8,142 shares; 2025Q2: 8,142 shares; 2025Q3: 8,142 shares; 2025Q4: 8,142 shares 8,142 $471K 0.03% 0 Timeline XSVM 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: 29,989 shares; 2024Q4: 16,313 shares; 2025Q1: 10,708 shares; 2025Q2: 10,486 shares; 2025Q3: 8,037 shares; 2025Q4: 8,223 shares 8,223 $469K 0.03% +186 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: 4,951 shares; 2024Q4: 5,149 shares; 2025Q1: 5,148 shares; 2025Q2: 2,093 shares; 2025Q3: 2,349 shares; 2025Q4: 2,341 shares 2,341 $467K 0.03% -8 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,448 shares; 2025Q3: 13,413 shares; 2025Q4: 13,198 shares 13,198 $459K 0.03% -215 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: not reported; 2025Q2: not reported; 2025Q3: 7,267 shares; 2025Q4: 8,697 shares 8,697 $456K 0.03% +1,430 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,822 shares; 2025Q2: 2,064 shares; 2025Q3: 2,065 shares; 2025Q4: 2,114 shares 2,114 $453K 0.03% +49 Timeline IBDV 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: 17,282 shares; 2024Q4: 20,979 shares; 2025Q1: 27,360 shares; 2025Q2: 26,422 shares; 2025Q3: 25,529 shares; 2025Q4: 20,564 shares 20,564 $453K 0.03% -4,965 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,456 shares; 2025Q4: 13,123 shares 13,123 $449K 0.03% +1,667 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,126 shares; 2025Q4: 5,436 shares 5,436 $447K 0.03% +1,310 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: 5,592 shares; 2024Q4: 5,354 shares; 2025Q1: 5,356 shares; 2025Q2: 5,472 shares; 2025Q3: 5,499 shares; 2025Q4: 5,577 shares 5,577 $447K 0.03% +78 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,413 shares; 2025Q3: 10,396 shares; 2025Q4: 10,396 shares 10,396 $445K 0.03% 0 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,711 shares; 2024Q4: 62,340 shares; 2025Q1: 46,717 shares; 2025Q2: 8,460 shares; 2025Q3: 6,631 shares; 2025Q4: 6,388 shares 6,388 $444K 0.03% -243 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,545 shares 6,545 $442K 0.03% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,080 shares; 2024Q4: 19,545 shares; 2025Q1: 18,785 shares; 2025Q2: 5,147 shares; 2025Q3: 5,130 shares; 2025Q4: 5,130 shares 5,130 $437K 0.03% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,221 shares; 2024Q4: 5,593 shares; 2025Q1: 5,599 shares; 2025Q2: 3,211 shares; 2025Q3: 2,404 shares; 2025Q4: 2,487 shares 2,487 $431K 0.03% +83 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,561 shares; 2024Q4: 13,098 shares; 2025Q1: 13,073 shares; 2025Q2: 6,103 shares; 2025Q3: 6,895 shares; 2025Q4: 6,914 shares 6,914 $431K 0.03% +19 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,601 shares; 2024Q4: 2,643 shares; 2025Q1: 3,559 shares; 2025Q2: 3,492 shares; 2025Q3: 3,590 shares; 2025Q4: 3,836 shares 3,836 $425K 0.03% +246 Timeline FLTR 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: 10,538 shares; 2025Q1: 64,538 shares; 2025Q2: 19,549 shares; 2025Q3: 17,345 shares; 2025Q4: 16,715 shares 16,715 $425K 0.03% -630 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: 3,990 shares; 2024Q4: 4,123 shares; 2025Q1: 3,106 shares; 2025Q2: 2,849 shares; 2025Q3: 3,019 shares; 2025Q4: 3,080 shares 3,080 $424K 0.03% +61 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: 21,164 shares; 2024Q4: 16,564 shares; 2025Q1: 16,624 shares; 2025Q2: 8,461 shares; 2025Q3: 8,028 shares; 2025Q4: 7,942 shares 7,942 $423K 0.03% -86 Timeline JAVA 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: 6,321 shares; 2024Q4: 7,763 shares; 2025Q1: 7,764 shares; 2025Q2: 7,156 shares; 2025Q3: 7,156 shares; 2025Q4: 5,906 shares 5,906 $423K 0.03% -1,250 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,701 shares; 2024Q4: 4,432 shares; 2025Q1: 1,616 shares; 2025Q2: 1,291 shares; 2025Q3: 1,309 shares; 2025Q4: 1,309 shares 1,309 $417K 0.02% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,375 shares; 2024Q4: 7,623 shares; 2025Q1: 6,662 shares; 2025Q2: 3,561 shares; 2025Q3: 3,858 shares; 2025Q4: 3,753 shares 3,753 $413K 0.02% -105 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,527 shares; 2025Q1: 1,380 shares; 2025Q2: 1,056 shares; 2025Q3: 963 shares; 2025Q4: 873 shares 873 $410K 0.02% -90 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,954 shares; 2024Q4: 14,772 shares; 2025Q1: 14,772 shares; 2025Q2: 13,497 shares; 2025Q3: 13,494 shares; 2025Q4: 13,435 shares 13,435 $410K 0.02% -59 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: 18,953 shares; 2024Q4: 19,544 shares; 2025Q1: 20,324 shares; 2025Q2: 14,441 shares; 2025Q3: 14,847 shares; 2025Q4: 16,397 shares 16,397 $407K 0.02% +1,550 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $407K 0.02% 0 Timeline OMFL 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: 8,174 shares; 2024Q4: 6,665 shares; 2025Q1: 6,665 shares; 2025Q2: 6,665 shares; 2025Q3: 6,665 shares; 2025Q4: 6,665 shares 6,665 $407K 0.02% 0 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,853 shares; 2025Q1: 84,447 shares; 2025Q2: 11,193 shares; 2025Q3: 7,335 shares; 2025Q4: 7,335 shares 7,335 $407K 0.02% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,999 shares; 2025Q4: 4,742 shares 4,742 $406K 0.02% -257 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,286 shares; 2025Q3: 4,286 shares; 2025Q4: 4,756 shares 4,756 $406K 0.02% +470 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: 9,196 shares; 2024Q4: 7,997 shares; 2025Q1: 7,143 shares; 2025Q2: 5,712 shares; 2025Q3: 5,580 shares; 2025Q4: 6,011 shares 6,011 $404K 0.02% +431 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 5,865 shares; 2025Q3: 5,768 shares; 2025Q4: 5,244 shares 5,244 $401K 0.02% -524 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: 26,079 shares; 2024Q4: 27,013 shares; 2025Q1: 25,435 shares; 2025Q2: 11,178 shares; 2025Q3: 11,043 shares; 2025Q4: 11,043 shares 11,043 $400K 0.02% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,625 shares; 2024Q4: 5,626 shares; 2025Q1: 5,626 shares; 2025Q2: 4,749 shares; 2025Q3: 4,653 shares; 2025Q4: 4,068 shares 4,068 $394K 0.02% -585 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,556 shares; 2025Q1: 1,514 shares; 2025Q2: 988 shares; 2025Q3: 1,048 shares; 2025Q4: 976 shares 976 $393K 0.02% -72 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,577 shares 17,577 $393K 0.02% new Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,439 shares; 2024Q4: 13,937 shares; 2025Q1: 10,148 shares; 2025Q2: not reported; 2025Q3: 10,233 shares; 2025Q4: 10,106 shares 10,106 $393K 0.02% -127 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,302 shares; 2025Q1: 2,303 shares; 2025Q2: 2,540 shares; 2025Q3: 2,438 shares; 2025Q4: 2,439 shares 2,439 $391K 0.02% +1 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: 22,555 shares; 2024Q4: 23,183 shares; 2025Q1: 32,775 shares; 2025Q2: 32,923 shares; 2025Q3: 31,552 shares; 2025Q4: 23,513 shares 23,513 $387K 0.02% -8,039 Timeline FLHY 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: 24,065 shares; 2024Q4: 15,529 shares; 2025Q1: 15,566 shares; 2025Q2: 15,628 shares; 2025Q3: 15,687 shares; 2025Q4: 15,768 shares 15,768 $384K 0.02% +81 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES 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: 6,063 shares; 2025Q3: 7,127 shares; 2025Q4: 3,465 shares 3,465 $380K 0.02% -3,662 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,792 shares; 2024Q4: 10,620 shares; 2025Q1: 10,559 shares; 2025Q2: 9,143 shares; 2025Q3: 9,143 shares; 2025Q4: 9,143 shares 9,143 $377K 0.02% 0 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: 30,989 shares; 2024Q4: 30,430 shares; 2025Q1: 27,952 shares; 2025Q2: 6,546 shares; 2025Q3: 6,448 shares; 2025Q4: 6,486 shares 6,486 $374K 0.02% +38 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: 15,161 shares; 2024Q4: 15,701 shares; 2025Q1: 24,036 shares; 2025Q2: 12,293 shares; 2025Q3: 12,433 shares; 2025Q4: 11,647 shares 11,647 $373K 0.02% -786 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: 1,707 shares; 2024Q4: 1,709 shares; 2025Q1: 1,711 shares; 2025Q2: 1,533 shares; 2025Q3: 1,521 shares; 2025Q4: 3,128 shares 3,128 $373K 0.02% +1,607 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: not reported; 2024Q4: 17,439 shares; 2025Q1: 49,920 shares; 2025Q2: 5,046 shares; 2025Q3: 4,682 shares; 2025Q4: 4,682 shares 4,682 $368K 0.02% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,837 shares; 2024Q4: 2,954 shares; 2025Q1: 2,812 shares; 2025Q2: 1,817 shares; 2025Q3: 2,337 shares; 2025Q4: 2,722 shares 2,722 $361K 0.02% +385 Timeline SMMV 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: 8,167 shares; 2024Q4: 8,167 shares; 2025Q1: 8,167 shares; 2025Q2: 8,667 shares; 2025Q3: 8,312 shares; 2025Q4: 8,312 shares 8,312 $360K 0.02% 0 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: 3,779 shares; 2024Q4: 3,782 shares; 2025Q1: 3,782 shares; 2025Q2: 3,530 shares; 2025Q3: 3,180 shares; 2025Q4: 3,030 shares 3,030 $359K 0.02% -150 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,122 shares; 2025Q2: 3,864 shares; 2025Q3: 3,991 shares; 2025Q4: 4,543 shares 4,543 $358K 0.02% +552 Timeline BUL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,483 shares 6,483 $357K 0.02% new Timeline EWX 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: 7,012 shares; 2024Q4: 7,582 shares; 2025Q1: 7,582 shares; 2025Q2: 5,363 shares; 2025Q3: 5,363 shares; 2025Q4: 5,363 shares 5,363 $352K 0.02% 0 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest 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: 10,853 shares 10,853 $352K 0.02% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,014 shares; 2025Q1: 1,108 shares; 2025Q2: 816 shares; 2025Q3: 715 shares; 2025Q4: 2,314 shares 2,314 $351K 0.02% +1,599 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,879 shares; 2024Q4: 9,887 shares; 2025Q1: 8,397 shares; 2025Q2: 6,230 shares; 2025Q3: 6,246 shares; 2025Q4: 6,132 shares 6,132 $351K 0.02% -114 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,303 shares 6,303 $349K 0.02% new Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,395 shares; 2024Q4: 13,395 shares; 2025Q1: 13,395 shares; 2025Q2: 11,965 shares; 2025Q3: 11,965 shares; 2025Q4: 11,715 shares 11,715 $347K 0.02% -250 Timeline RSPS 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: 42,102 shares; 2024Q4: 40,371 shares; 2025Q1: 29,020 shares; 2025Q2: 17,495 shares; 2025Q3: 16,745 shares; 2025Q4: 11,970 shares 11,970 $347K 0.02% -4,775 Timeline FJAN 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: 14,925 shares; 2024Q4: 14,025 shares; 2025Q1: 14,375 shares; 2025Q2: 14,350 shares; 2025Q3: 6,650 shares; 2025Q4: 6,650 shares 6,650 $344K 0.02% 0 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,285 shares; 2025Q1: 15,964 shares; 2025Q2: 6,589 shares; 2025Q3: 7,028 shares; 2025Q4: 7,011 shares 7,011 $341K 0.02% -17 Timeline PRFZ 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: 7,420 shares; 2024Q4: 7,420 shares; 2025Q1: 7,420 shares; 2025Q2: 7,420 shares; 2025Q3: 7,420 shares; 2025Q4: 7,420 shares 7,420 $340K 0.02% 0 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 2,006 shares; 2025Q1: 2,006 shares; 2025Q2: 2,006 shares; 2025Q3: 2,006 shares; 2025Q4: 2,006 shares 2,006 $337K 0.02% 0 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 2,520 shares; 2025Q1: 2,528 shares; 2025Q2: 4,260 shares; 2025Q3: 3,058 shares; 2025Q4: 2,974 shares 2,974 $337K 0.02% -84 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,945 shares; 2024Q4: 14,621 shares; 2025Q1: 14,624 shares; 2025Q2: 13,162 shares; 2025Q3: 13,598 shares; 2025Q4: 14,055 shares 14,055 $335K 0.02% +457 Timeline TMSL 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: 11,935 shares; 2025Q1: 11,935 shares; 2025Q2: 8,860 shares; 2025Q3: 9,310 shares; 2025Q4: 9,310 shares 9,310 $334K 0.02% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,458 shares; 2024Q4: 5,458 shares; 2025Q1: 5,458 shares; 2025Q2: 5,458 shares; 2025Q3: 4,273 shares; 2025Q4: 5,536 shares 5,536 $332K 0.02% +1,263 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 837 shares; 2025Q1: 953 shares; 2025Q2: 837 shares; 2025Q3: 837 shares; 2025Q4: 804 shares 804 $331K 0.02% -33 Timeline VSAT VIASAT INC More: the full row for VIASAT 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: 9,571 shares 9,571 $329K 0.02% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,842 shares; 2024Q4: 8,685 shares; 2025Q1: 8,685 shares; 2025Q2: 5,906 shares; 2025Q3: 5,506 shares; 2025Q4: 5,506 shares 5,506 $327K 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: 1,122 shares; 2024Q4: 1,072 shares; 2025Q1: 1,172 shares; 2025Q2: 1,142 shares; 2025Q3: 1,133 shares; 2025Q4: 1,133 shares 1,133 $326K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,877 shares; 2024Q4: 5,756 shares; 2025Q1: 5,663 shares; 2025Q2: 3,010 shares; 2025Q3: 1,163 shares; 2025Q4: 1,117 shares 1,117 $322K 0.02% -46 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,330 shares; 2024Q4: 29,554 shares; 2025Q1: 19,029 shares; 2025Q2: 15,701 shares; 2025Q3: 11,244 shares; 2025Q4: 7,309 shares 7,309 $322K 0.02% -3,935 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,398 shares; 2025Q3: 4,378 shares; 2025Q4: 2,798 shares 2,798 $320K 0.02% -1,580 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,562 shares; 2024Q4: 17,584 shares; 2025Q1: 17,902 shares; 2025Q2: 5,978 shares; 2025Q3: 5,294 shares; 2025Q4: 5,315 shares 5,315 $319K 0.02% +21 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,159 shares; 2025Q2: 2,096 shares; 2025Q3: 2,097 shares; 2025Q4: 2,080 shares 2,080 $319K 0.02% -17 Timeline EDIV 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: 8,795 shares; 2024Q4: 8,837 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,707 shares; 2025Q4: 8,141 shares 8,141 $318K 0.02% +434 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,732 shares; 2025Q1: 2,288 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,242 shares 2,242 $316K 0.02% new Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,294 shares; 2024Q4: 10,730 shares; 2025Q1: 9,971 shares; 2025Q2: 5,785 shares; 2025Q3: 5,440 shares; 2025Q4: 4,733 shares 4,733 $316K 0.02% -707 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,394 shares; 2025Q4: 6,163 shares 6,163 $312K 0.02% -6,231 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,238 shares; 2024Q4: 4,238 shares; 2025Q1: 4,238 shares; 2025Q2: 4,253 shares; 2025Q3: 8,530 shares; 2025Q4: 8,530 shares 8,530 $311K 0.02% 0 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,435 shares 6,435 $311K 0.02% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,327 shares; 2024Q4: 4,976 shares; 2025Q1: 5,633 shares; 2025Q2: 1,487 shares; 2025Q3: 1,463 shares; 2025Q4: 1,592 shares 1,592 $309K 0.02% +129 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares 144 $309K 0.02% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 1,998 shares; 2025Q1: 1,282 shares; 2025Q2: 418 shares; 2025Q3: 438 shares; 2025Q4: 471 shares 471 $307K 0.02% +33 Timeline EQAL 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: 5,831 shares; 2024Q4: 5,831 shares; 2025Q1: 5,831 shares; 2025Q2: 5,831 shares; 2025Q3: 5,831 shares; 2025Q4: 5,831 shares 5,831 $306K 0.02% 0 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,769 shares; 2025Q4: 8,879 shares 8,879 $305K 0.02% +110 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: 3,023 shares; 2024Q4: 2,998 shares; 2025Q1: 2,806 shares; 2025Q2: 2,130 shares; 2025Q3: 1,984 shares; 2025Q4: 1,959 shares 1,959 $303K 0.02% -25 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: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: 1,028 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,082 shares 1,082 $302K 0.02% new 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: 2,523 shares; 2024Q4: 2,557 shares; 2025Q1: 2,562 shares; 2025Q2: 2,567 shares; 2025Q3: 2,369 shares; 2025Q4: 2,363 shares 2,363 $302K 0.02% -6 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: 2,758 shares; 2024Q4: 2,759 shares; 2025Q1: 2,759 shares; 2025Q2: 2,759 shares; 2025Q3: 2,760 shares; 2025Q4: 2,272 shares 2,272 $299K 0.02% -488 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: 2,740 shares; 2024Q4: 2,474 shares; 2025Q1: 2,793 shares; 2025Q2: 529 shares; 2025Q3: not reported; 2025Q4: 849 shares 849 $297K 0.02% new Timeline VRP 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: 11,533 shares; 2024Q4: 11,533 shares; 2025Q1: 11,533 shares; 2025Q2: 11,533 shares; 2025Q3: 12,223 shares; 2025Q4: 12,223 shares 12,223 $297K 0.02% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,795 shares; 2025Q2: 5,151 shares; 2025Q3: 5,323 shares; 2025Q4: 5,933 shares 5,933 $294K 0.02% +610 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,339 shares 9,339 $293K 0.02% new 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: 19,491 shares 19,491 $292K 0.02% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,803 shares; 2024Q4: 9,392 shares; 2025Q1: 9,096 shares; 2025Q2: 6,352 shares; 2025Q3: 5,137 shares; 2025Q4: 5,137 shares 5,137 $291K 0.02% 0 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: 4,174 shares; 2024Q4: 3,985 shares; 2025Q1: 3,618 shares; 2025Q2: 913 shares; 2025Q3: 839 shares; 2025Q4: 829 shares 829 $290K 0.02% -10 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 626 shares; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 676 shares; 2025Q4: 649 shares 649 $288K 0.02% -27 Timeline KORP 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: 10,419 shares; 2024Q4: 6,083 shares; 2025Q1: 6,083 shares; 2025Q2: 6,083 shares; 2025Q3: 6,083 shares; 2025Q4: 6,083 shares 6,083 $287K 0.02% 0 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,310 shares; 2025Q4: 5,864 shares 5,864 $287K 0.02% +1,554 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: 5,406 shares; 2024Q4: 5,181 shares; 2025Q1: 6,346 shares; 2025Q2: 5,386 shares; 2025Q3: 4,611 shares; 2025Q4: 4,606 shares 4,606 $286K 0.02% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,994 shares; 2025Q4: 5,151 shares 5,151 $286K 0.02% +157 Timeline FSMD 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: 11,864 shares; 2025Q1: 11,864 shares; 2025Q2: 11,816 shares; 2025Q3: 12,920 shares; 2025Q4: 6,443 shares 6,443 $284K 0.02% -6,477 Timeline PSLV 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: 23,842 shares; 2024Q4: 23,842 shares; 2025Q1: 23,842 shares; 2025Q2: 23,842 shares; 2025Q3: 15,827 shares; 2025Q4: 11,827 shares 11,827 $279K 0.02% -4,000 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,541 shares; 2024Q4: 5,200 shares; 2025Q1: 5,670 shares; 2025Q2: 4,765 shares; 2025Q3: 4,765 shares; 2025Q4: 4,765 shares 4,765 $277K 0.02% 0 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: 17,838 shares; 2024Q4: 19,723 shares; 2025Q1: 18,365 shares; 2025Q2: 9,042 shares; 2025Q3: 6,224 shares; 2025Q4: 5,925 shares 5,925 $275K 0.02% -299 Timeline