TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 178,247 shares; 2025Q1: 175,369 shares; 2025Q2: 174,735 shares; 2025Q3: 173,496 shares; 2025Q4: 169,390 shares 169,390 $76.2M 6.16% -4,106 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 865,803 shares; 2025Q1: 841,644 shares; 2025Q2: 629,085 shares; 2025Q3: 742,045 shares; 2025Q4: 663,538 shares 663,538 $66.6M 5.39% -78,507 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 229,688 shares; 2025Q1: 238,654 shares; 2025Q2: 223,805 shares; 2025Q3: 213,782 shares; 2025Q4: 215,209 shares 215,209 $40.1M 3.25% +1,427 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 289,196 shares; 2025Q1: 442,257 shares; 2025Q2: 491,457 shares; 2025Q3: 511,912 shares; 2025Q4: 542,268 shares 542,268 $35.8M 2.89% +30,356 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127,153 shares; 2025Q1: 127,133 shares; 2025Q2: 130,083 shares; 2025Q3: 133,304 shares; 2025Q4: 135,884 shares 135,884 $33.4M 2.7% +2,580 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,872 shares; 2025Q1: 29,759 shares; 2025Q2: 37,429 shares; 2025Q3: 39,025 shares; 2025Q4: 40,209 shares 40,209 $27.4M 2.22% +1,184 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,793 shares; 2025Q1: 26,062 shares; 2025Q2: 26,797 shares; 2025Q3: 41,984 shares; 2025Q4: 53,382 shares 53,382 $26.8M 2.17% +11,398 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,219 shares; 2025Q1: 66,112 shares; 2025Q2: 83,443 shares; 2025Q3: 85,959 shares; 2025Q4: 87,959 shares 87,959 $24.4M 1.97% +2,000 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,534 shares; 2025Q1: 115,674 shares; 2025Q2: 131,323 shares; 2025Q3: 120,881 shares; 2025Q4: 126,089 shares 126,089 $24.2M 1.95% +5,208 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 206,620 shares; 2025Q3: 206,595 shares; 2025Q4: 206,595 shares 206,595 $23.8M 1.92% 0 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: restricted; 2024Q4: not reported; 2025Q1: 430,498 shares; 2025Q2: 1,029,829 shares; 2025Q3: 1,058,330 shares; 2025Q4: 1,158,487 shares 1,158,487 $23M 1.86% +100,157 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 100,033 shares; 2025Q2: 136,252 shares; 2025Q3: 153,341 shares; 2025Q4: 161,905 shares 161,905 $22.9M 1.85% +8,564 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,505 shares; 2025Q1: 69,416 shares; 2025Q2: 69,854 shares; 2025Q3: 69,323 shares; 2025Q4: 78,711 shares 78,711 $21.4M 1.73% +9,388 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,151 shares; 2025Q1: 62,603 shares; 2025Q2: 67,385 shares; 2025Q3: 66,326 shares; 2025Q4: 81,893 shares 81,893 $18.9M 1.53% +15,567 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,076 shares; 2025Q1: 37,105 shares; 2025Q2: 37,289 shares; 2025Q3: 37,689 shares; 2025Q4: 38,345 shares 38,345 $18.7M 1.51% +656 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125,056 shares; 2025Q1: 132,164 shares; 2025Q2: 134,267 shares; 2025Q3: 157,220 shares; 2025Q4: 357,023 shares 357,023 $17.8M 1.44% +199,803 Timeline DIVZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 606,666 shares; 2025Q3: 478,188 shares; 2025Q4: 474,518 shares 474,518 $17.3M 1.39% -3,670 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,355 shares; 2025Q1: 47,581 shares; 2025Q2: 142,930 shares; 2025Q3: 151,293 shares; 2025Q4: 175,138 shares 175,138 $16.8M 1.36% +23,845 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,451 shares; 2025Q1: 105,420 shares; 2025Q2: 124,419 shares; 2025Q3: 128,548 shares; 2025Q4: 137,575 shares 137,575 $16.5M 1.34% +9,027 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116,940 shares; 2025Q1: 101,724 shares; 2025Q2: 93,910 shares; 2025Q3: 91,119 shares; 2025Q4: 84,052 shares 84,052 $14.9M 1.21% -7,067 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 212,734 shares; 2025Q4: 229,536 shares 229,536 $13.8M 1.11% +16,802 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,582 shares; 2025Q1: 67,924 shares; 2025Q2: 61,996 shares; 2025Q3: 62,499 shares; 2025Q4: 68,376 shares 68,376 $13.1M 1.06% +5,877 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,049 shares; 2025Q1: 60,743 shares; 2025Q2: 54,226 shares; 2025Q3: 59,475 shares; 2025Q4: 38,425 shares 38,425 $12.9M 1.04% -21,050 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: restricted; 2024Q4: 27,178 shares; 2025Q1: 37,430 shares; 2025Q2: 37,511 shares; 2025Q3: 39,644 shares; 2025Q4: 43,192 shares 43,192 $12.4M 1.01% +3,548 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,653 shares; 2025Q1: 12,863 shares; 2025Q2: 14,261 shares; 2025Q3: 16,162 shares; 2025Q4: 16,451 shares 16,451 $12.4M 1% +289 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127,826 shares; 2025Q1: 150,646 shares; 2025Q2: 149,122 shares; 2025Q3: 147,425 shares; 2025Q4: 147,851 shares 147,851 $11.4M 0.92% +426 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: restricted; 2024Q4: 123,958 shares; 2025Q1: 124,398 shares; 2025Q2: 125,711 shares; 2025Q3: 193,118 shares; 2025Q4: 202,169 shares 202,169 $11.2M 0.91% +9,051 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180,435 shares; 2025Q1: 160,554 shares; 2025Q2: 478,234 shares; 2025Q3: 389,144 shares; 2025Q4: 386,051 shares 386,051 $11.2M 0.91% -3,093 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,262 shares; 2025Q1: 31,950 shares; 2025Q2: 33,248 shares; 2025Q3: 31,308 shares; 2025Q4: 31,909 shares 31,909 $11M 0.89% +601 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,022 shares; 2025Q1: 28,110 shares; 2025Q2: 33,492 shares; 2025Q3: 37,042 shares; 2025Q4: 34,170 shares 34,170 $10.7M 0.87% -2,872 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,666 shares; 2025Q1: 27,212 shares; 2025Q2: 28,757 shares; 2025Q3: 31,108 shares; 2025Q4: 35,343 shares 35,343 $10.3M 0.83% +4,235 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84,474 shares; 2025Q1: 94,752 shares; 2025Q2: 102,857 shares; 2025Q3: 99,316 shares; 2025Q4: 106,034 shares 106,034 $10.2M 0.82% +6,718 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 252,683 shares; 2025Q4: 264,121 shares 264,121 $10M 0.81% +11,438 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: restricted; 2024Q4: not reported; 2025Q1: 339,809 shares; 2025Q2: 364,074 shares; 2025Q3: 412,770 shares; 2025Q4: 425,446 shares 425,446 $9.56M 0.77% +12,676 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 117,906 shares; 2025Q1: 130,345 shares; 2025Q2: 127,938 shares; 2025Q3: 125,083 shares; 2025Q4: 126,037 shares 126,037 $9.34M 0.75% +954 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 223,426 shares; 2025Q4: 230,633 shares 230,633 $8.91M 0.72% +7,207 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: restricted; 2024Q4: 19,771 shares; 2025Q1: 29,419 shares; 2025Q2: 30,825 shares; 2025Q3: 33,906 shares; 2025Q4: 38,672 shares 38,672 $8.5M 0.69% +4,766 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,422 shares; 2025Q1: 29,441 shares; 2025Q2: 28,828 shares; 2025Q3: 29,971 shares; 2025Q4: 31,134 shares 31,134 $8.03M 0.65% +1,163 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,440 shares; 2025Q1: 24,924 shares; 2025Q2: 25,277 shares; 2025Q3: 23,435 shares; 2025Q4: 25,362 shares 25,362 $7.94M 0.64% +1,927 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123,837 shares; 2025Q1: 121,616 shares; 2025Q2: 121,742 shares; 2025Q3: 113,415 shares; 2025Q4: 116,707 shares 116,707 $7.85M 0.63% +3,292 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,758 shares; 2025Q1: 169,954 shares; 2025Q2: 219,719 shares; 2025Q3: 259,309 shares; 2025Q4: 283,259 shares 283,259 $7.77M 0.63% +23,950 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 281,727 shares; 2025Q2: 300,277 shares; 2025Q3: 323,767 shares; 2025Q4: 334,631 shares 334,631 $7.65M 0.62% +10,864 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,169 shares; 2025Q1: 69,178 shares; 2025Q2: 85,042 shares; 2025Q3: 111,495 shares; 2025Q4: 128,876 shares 128,876 $7.57M 0.61% +17,381 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,448 shares; 2025Q1: 6,993 shares; 2025Q2: 11,302 shares; 2025Q3: 10,938 shares; 2025Q4: 11,783 shares 11,783 $7.39M 0.6% +845 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: restricted; 2024Q4: 90,592 shares; 2025Q1: 98,076 shares; 2025Q2: 100,198 shares; 2025Q3: 93,508 shares; 2025Q4: 84,017 shares 84,017 $7.21M 0.58% -9,491 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: restricted; 2024Q4: not reported; 2025Q1: 255,389 shares; 2025Q2: 292,439 shares; 2025Q3: 298,705 shares; 2025Q4: 300,987 shares 300,987 $6.73M 0.54% +2,282 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: restricted; 2024Q4: 71,402 shares; 2025Q1: 73,980 shares; 2025Q2: 72,963 shares; 2025Q3: 80,177 shares; 2025Q4: 142,634 shares 142,634 $6.57M 0.53% +62,457 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,057 shares; 2025Q1: 27,860 shares; 2025Q2: 26,443 shares; 2025Q3: 28,289 shares; 2025Q4: 30,221 shares 30,221 $6.56M 0.53% +1,932 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,615 shares; 2025Q1: 10,832 shares; 2025Q2: 11,082 shares; 2025Q3: 10,610 shares; 2025Q4: 13,023 shares 13,023 $6.3M 0.51% +2,413 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,377 shares; 2025Q1: 8,500 shares; 2025Q2: 8,514 shares; 2025Q3: 9,441 shares; 2025Q4: 10,155 shares 10,155 $6.24M 0.5% +714 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: restricted; 2024Q4: 92,400 shares; 2025Q1: 93,792 shares; 2025Q2: 95,432 shares; 2025Q3: 139,293 shares; 2025Q4: 151,232 shares 151,232 $5.92M 0.48% +11,939 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,077 shares; 2025Q1: 74,518 shares; 2025Q2: 76,458 shares; 2025Q3: 62,002 shares; 2025Q4: 84,305 shares 84,305 $5.86M 0.47% +22,303 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: restricted; 2024Q4: 63,012 shares; 2025Q1: 96,821 shares; 2025Q2: 103,565 shares; 2025Q3: 95,414 shares; 2025Q4: 117,317 shares 117,317 $5.82M 0.47% +21,903 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,645 shares; 2025Q1: 117,484 shares; 2025Q2: 112,975 shares; 2025Q3: 130,787 shares; 2025Q4: 92,361 shares 92,361 $5.77M 0.47% -38,426 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 177,065 shares; 2025Q1: 71,632 shares; 2025Q2: 45,520 shares; 2025Q3: 75,992 shares; 2025Q4: 62,884 shares 62,884 $5.75M 0.46% -13,108 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,256 shares; 2025Q1: 28,199 shares; 2025Q2: 31,032 shares; 2025Q3: 31,444 shares; 2025Q4: 31,677 shares 31,677 $5.74M 0.46% +233 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,990 shares; 2025Q1: 40,819 shares; 2025Q2: 43,532 shares; 2025Q3: 39,282 shares; 2025Q4: 41,429 shares 41,429 $5.74M 0.46% +2,147 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,764 shares; 2025Q1: 14,025 shares; 2025Q2: 14,022 shares; 2025Q3: 14,397 shares; 2025Q4: 16,946 shares 16,946 $5.46M 0.44% +2,549 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 195,249 shares; 2025Q4: 239,814 shares 239,814 $5.38M 0.43% +44,565 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,785 shares; 2025Q1: 16,808 shares; 2025Q2: 16,518 shares; 2025Q3: 17,089 shares; 2025Q4: 17,138 shares 17,138 $5.18M 0.42% +49 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,156 shares; 2025Q1: 27,201 shares; 2025Q2: 27,806 shares; 2025Q3: 25,762 shares; 2025Q4: 24,040 shares 24,040 $5.15M 0.42% -1,722 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,075 shares; 2025Q1: 58,344 shares; 2025Q2: 58,212 shares; 2025Q3: 60,505 shares; 2025Q4: 66,104 shares 66,104 $5.13M 0.41% +5,599 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,831 shares; 2025Q1: 42,085 shares; 2025Q2: 41,436 shares; 2025Q3: 39,587 shares; 2025Q4: 42,483 shares 42,483 $5.11M 0.41% +2,896 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167,903 shares; 2025Q4: 205,523 shares 205,523 $5.01M 0.4% +37,620 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,695 shares; 2025Q1: 103,485 shares; 2025Q2: 103,454 shares; 2025Q3: 105,053 shares; 2025Q4: 104,267 shares 104,267 $4.97M 0.4% -786 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,868 shares; 2025Q1: 5,081 shares; 2025Q2: 6,138 shares; 2025Q3: 6,037 shares; 2025Q4: 7,522 shares 7,522 $4.97M 0.4% +1,485 Timeline VFMV 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: restricted; 2024Q4: 22,020 shares; 2025Q1: 32,014 shares; 2025Q2: 31,773 shares; 2025Q3: 32,748 shares; 2025Q4: 37,838 shares 37,838 $4.93M 0.4% +5,090 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,035 shares; 2025Q3: 93,351 shares; 2025Q4: 101,388 shares 101,388 $4.7M 0.38% +8,037 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,773 shares; 2025Q1: 16,238 shares; 2025Q2: 16,280 shares; 2025Q3: 16,344 shares; 2025Q4: 16,354 shares 16,354 $4.57M 0.37% +10 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: restricted; 2024Q4: 83,300 shares; 2025Q1: 89,004 shares; 2025Q2: 92,724 shares; 2025Q3: 95,692 shares; 2025Q4: 117,266 shares 117,266 $4.49M 0.36% +21,574 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,284 shares; 2025Q1: 34,504 shares; 2025Q2: 37,389 shares; 2025Q3: 27,754 shares; 2025Q4: 22,363 shares 22,363 $4.44M 0.36% -5,391 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,302 shares; 2025Q1: 24,713 shares; 2025Q2: 38,453 shares; 2025Q3: 45,617 shares; 2025Q4: 54,108 shares 54,108 $4.31M 0.35% +8,491 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: restricted; 2024Q4: 20,005 shares; 2025Q1: 20,012 shares; 2025Q2: 19,557 shares; 2025Q3: 19,562 shares; 2025Q4: 61,684 shares 61,684 $4.28M 0.35% +42,122 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 48,943 shares; 2025Q2: 41,709 shares; 2025Q3: 43,783 shares; 2025Q4: 70,568 shares 70,568 $4.17M 0.34% +26,785 Timeline MBSD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,057 shares; 2025Q1: 74,971 shares; 2025Q2: 75,063 shares; 2025Q3: 75,230 shares; 2025Q4: 200,329 shares 200,329 $4.16M 0.34% +125,099 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: restricted; 2024Q4: 15,776 shares; 2025Q1: 15,776 shares; 2025Q2: 15,810 shares; 2025Q3: 15,408 shares; 2025Q4: 94,973 shares 94,973 $4.14M 0.34% +79,565 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,001 shares; 2025Q1: 5,086 shares; 2025Q2: 5,667 shares; 2025Q3: 5,647 shares; 2025Q4: 5,959 shares 5,959 $4.08M 0.33% +312 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,076 shares; 2025Q1: 1,313 shares; 2025Q2: 9,343 shares; 2025Q3: 11,042 shares; 2025Q4: 12,194 shares 12,194 $4.03M 0.33% +1,152 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,922 shares; 2025Q1: 1,791 shares; 2025Q2: 1,878 shares; 2025Q3: 3,563 shares; 2025Q4: 10,083 shares 10,083 $4M 0.32% +6,520 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,909 shares; 2025Q1: 49,530 shares; 2025Q2: 48,281 shares; 2025Q3: 50,838 shares; 2025Q4: 76,132 shares 76,132 $3.84M 0.31% +25,294 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,769 shares; 2025Q1: 7,366 shares; 2025Q2: 7,167 shares; 2025Q3: 7,065 shares; 2025Q4: 6,482 shares 6,482 $3.76M 0.3% -583 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,599 shares; 2025Q1: 12,181 shares; 2025Q2: 12,521 shares; 2025Q3: 14,847 shares; 2025Q4: 46,026 shares 46,026 $3.74M 0.3% +31,179 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,651 shares; 2025Q1: 7,759 shares; 2025Q2: 5,881 shares; 2025Q3: 7,048 shares; 2025Q4: 7,724 shares 7,724 $3.62M 0.29% +676 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,986 shares; 2025Q1: 24,738 shares; 2025Q2: 29,482 shares; 2025Q3: 24,050 shares; 2025Q4: 22,935 shares 22,935 $3.5M 0.28% -1,115 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,094 shares 66,094 $3.49M 0.28% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102,393 shares; 2025Q1: 106,548 shares; 2025Q2: 33,412 shares; 2025Q3: 25,502 shares; 2025Q4: 56,266 shares 56,266 $3.39M 0.27% +30,764 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: restricted; 2024Q4: 6,383 shares; 2025Q1: 19,720 shares; 2025Q2: 20,614 shares; 2025Q3: 20,132 shares; 2025Q4: 21,453 shares 21,453 $3.26M 0.26% +1,321 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: restricted; 2024Q4: 21,714 shares; 2025Q1: 30,095 shares; 2025Q2: 35,858 shares; 2025Q3: 39,933 shares; 2025Q4: 40,108 shares 40,108 $3.22M 0.26% +175 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,129 shares; 2025Q1: 75,464 shares; 2025Q2: 78,203 shares; 2025Q3: 42,594 shares; 2025Q4: 44,220 shares 44,220 $3.18M 0.26% +1,626 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,659 shares; 2025Q2: 5,456 shares; 2025Q3: 10,870 shares; 2025Q4: 13,814 shares 13,814 $3.12M 0.25% +2,944 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,823 shares; 2025Q1: 28,186 shares; 2025Q2: 30,937 shares; 2025Q3: 29,138 shares; 2025Q4: 66,527 shares 66,527 $2.97M 0.24% +37,389 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,011 shares; 2025Q1: 16,469 shares; 2025Q2: 25,931 shares; 2025Q3: 29,117 shares; 2025Q4: 34,640 shares 34,640 $2.9M 0.23% +5,523 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 416,080 shares 416,080 $2.86M 0.23% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282,215 shares; 2025Q3: 104,674 shares; 2025Q4: 146,268 shares 146,268 $2.83M 0.23% +41,594 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,381 shares; 2025Q4: 88,384 shares 88,384 $2.79M 0.23% +41,003 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: restricted; 2024Q4: 33,036 shares; 2025Q1: 32,846 shares; 2025Q2: 32,214 shares; 2025Q3: 31,089 shares; 2025Q4: 30,863 shares 30,863 $2.76M 0.22% -226 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,910 shares; 2025Q1: 9,750 shares; 2025Q2: 4,599 shares; 2025Q3: 10,228 shares; 2025Q4: 12,205 shares 12,205 $2.68M 0.22% +1,977 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,343 shares; 2025Q3: 27,359 shares; 2025Q4: 30,377 shares 30,377 $2.57M 0.21% +3,018 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,554 shares; 2025Q1: 72,245 shares; 2025Q2: 77,845 shares; 2025Q3: 70,806 shares; 2025Q4: 66,757 shares 66,757 $2.56M 0.21% -4,049 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,033 shares; 2025Q1: 3,310 shares; 2025Q2: 3,901 shares; 2025Q3: 3,686 shares; 2025Q4: 5,227 shares 5,227 $2.47M 0.2% +1,541 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,416 shares; 2025Q1: 22,364 shares; 2025Q2: 24,456 shares; 2025Q3: 26,044 shares; 2025Q4: 28,249 shares 28,249 $2.46M 0.2% +2,205 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: restricted; 2024Q4: 106,332 shares; 2025Q1: 106,332 shares; 2025Q2: 106,332 shares; 2025Q3: 77,332 shares; 2025Q4: 77,332 shares 77,332 $2.36M 0.19% 0 Timeline AMLP 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: restricted; 2024Q4: 37,330 shares; 2025Q1: 39,797 shares; 2025Q2: 46,035 shares; 2025Q3: 48,553 shares; 2025Q4: 49,115 shares 49,115 $2.31M 0.19% +562 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,560 shares; 2025Q1: 26,560 shares; 2025Q2: 26,560 shares; 2025Q3: 26,560 shares; 2025Q4: 138,964 shares 138,964 $2.28M 0.18% +112,404 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,397 shares; 2025Q1: 5,846 shares; 2025Q2: 21,818 shares; 2025Q3: 20,411 shares; 2025Q4: 19,773 shares 19,773 $2.25M 0.18% -638 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,293 shares; 2025Q1: 40,805 shares; 2025Q2: 40,678 shares; 2025Q3: 41,531 shares; 2025Q4: 58,286 shares 58,286 $2.18M 0.18% +16,755 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,853 shares; 2025Q1: 49,631 shares; 2025Q2: 48,707 shares; 2025Q3: 62,419 shares; 2025Q4: 40,278 shares 40,278 $2.17M 0.18% -22,141 Timeline INV INNVENTURE INC More: the full row for INNVENTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 492,568 shares 492,568 $2.06M 0.17% new 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: restricted; 2024Q4: 2,621 shares; 2025Q1: 2,623 shares; 2025Q2: 2,623 shares; 2025Q3: 2,538 shares; 2025Q4: 2,466 shares 2,466 $2.02M 0.16% -72 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,629 shares; 2025Q1: 30,190 shares; 2025Q2: 32,569 shares; 2025Q3: 35,007 shares; 2025Q4: 40,020 shares 40,020 $2.01M 0.16% +5,013 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,512 shares; 2025Q1: 16,845 shares; 2025Q2: 16,865 shares; 2025Q3: 20,031 shares; 2025Q4: 29,822 shares 29,822 $2.01M 0.16% +9,791 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,593 shares; 2025Q1: 19,648 shares; 2025Q2: 20,229 shares; 2025Q3: 17,946 shares; 2025Q4: 17,956 shares 17,956 $2.01M 0.16% +10 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,062 shares; 2025Q1: 2,732 shares; 2025Q2: 2,725 shares; 2025Q3: 2,960 shares; 2025Q4: 3,447 shares 3,447 $1.97M 0.16% +487 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,044 shares; 2025Q1: 8,948 shares; 2025Q2: 7,860 shares; 2025Q3: 8,485 shares; 2025Q4: 9,494 shares 9,494 $1.96M 0.16% +1,009 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,927 shares; 2025Q1: 4,021 shares; 2025Q2: 4,347 shares; 2025Q3: 4,650 shares; 2025Q4: 9,131 shares 9,131 $1.92M 0.16% +4,481 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,647 shares; 2025Q1: 27,517 shares; 2025Q2: 29,121 shares; 2025Q3: 37,493 shares; 2025Q4: 51,670 shares 51,670 $1.91M 0.15% +14,177 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,592 shares 19,592 $1.89M 0.15% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,344 shares; 2025Q1: 15,748 shares; 2025Q2: 15,258 shares; 2025Q3: 15,470 shares; 2025Q4: 16,738 shares 16,738 $1.86M 0.15% +1,268 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: restricted; 2024Q4: 17,764 shares; 2025Q1: 12,828 shares; 2025Q2: 11,837 shares; 2025Q3: 11,589 shares; 2025Q4: 11,423 shares 11,423 $1.84M 0.15% -166 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,179 shares 30,179 $1.84M 0.15% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,602 shares; 2025Q1: 2,323 shares; 2025Q2: 2,059 shares; 2025Q3: 16,142 shares; 2025Q4: 9,240 shares 9,240 $1.8M 0.15% -6,902 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: restricted; 2024Q4: 30,997 shares; 2025Q1: 10,330 shares; 2025Q2: 10,192 shares; 2025Q3: 9,934 shares; 2025Q4: 8,935 shares 8,935 $1.76M 0.14% -999 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,148 shares; 2025Q1: 42,841 shares; 2025Q2: 37,105 shares; 2025Q3: 16,214 shares; 2025Q4: 19,088 shares 19,088 $1.75M 0.14% +2,874 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,571 shares; 2025Q1: 7,611 shares; 2025Q2: 7,611 shares; 2025Q3: 7,611 shares; 2025Q4: 7,671 shares 7,671 $1.74M 0.14% +60 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: restricted; 2024Q4: 34,969 shares; 2025Q1: 193,644 shares; 2025Q2: 193,773 shares; 2025Q3: 47,225 shares; 2025Q4: 45,725 shares 45,725 $1.68M 0.14% -1,500 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,758 shares; 2025Q1: 3,658 shares; 2025Q2: 4,223 shares; 2025Q3: 4,137 shares; 2025Q4: 4,518 shares 4,518 $1.58M 0.13% +381 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,352 shares; 2025Q1: 27,073 shares; 2025Q2: 27,132 shares; 2025Q3: 25,967 shares; 2025Q4: 28,013 shares 28,013 $1.54M 0.12% +2,046 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,225 shares; 2025Q1: 3,479 shares; 2025Q2: 14,345 shares; 2025Q3: 12,668 shares; 2025Q4: 12,119 shares 12,119 $1.51M 0.12% -549 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,715 shares; 2025Q1: 9,215 shares; 2025Q2: 9,171 shares; 2025Q3: 9,176 shares; 2025Q4: 9,350 shares 9,350 $1.5M 0.12% +174 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: restricted; 2024Q4: not reported; 2025Q1: 72,311 shares; 2025Q2: 71,302 shares; 2025Q3: 71,212 shares; 2025Q4: 66,333 shares 66,333 $1.46M 0.12% -4,879 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,456 shares; 2025Q1: 23,585 shares; 2025Q2: 29,635 shares; 2025Q3: 31,233 shares; 2025Q4: 31,773 shares 31,773 $1.44M 0.12% +540 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,750 shares 41,750 $1.43M 0.12% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,175 shares 22,175 $1.43M 0.12% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,431 shares; 2025Q1: 1,451 shares; 2025Q2: 4,082 shares; 2025Q3: 3,459 shares; 2025Q4: 4,529 shares 4,529 $1.34M 0.11% +1,070 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,909 shares 37,909 $1.31M 0.11% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,188 shares; 2025Q1: 8,466 shares; 2025Q2: 8,978 shares; 2025Q3: 9,064 shares; 2025Q4: 9,275 shares 9,275 $1.31M 0.11% +211 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,983 shares; 2025Q1: 3,149 shares; 2025Q2: 2,856 shares; 2025Q3: 2,950 shares; 2025Q4: 3,786 shares 3,786 $1.3M 0.11% +836 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,744 shares 36,744 $1.3M 0.1% new 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: restricted; 2024Q4: 3,457 shares; 2025Q1: 3,172 shares; 2025Q2: 3,172 shares; 2025Q3: 3,156 shares; 2025Q4: 3,209 shares 3,209 $1.16M 0.09% +53 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,282 shares 12,282 $1.14M 0.09% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,202 shares; 2025Q1: 6,644 shares; 2025Q2: 6,506 shares; 2025Q3: 6,543 shares; 2025Q4: 7,858 shares 7,858 $1.13M 0.09% +1,315 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 724 shares; 2025Q1: 975 shares; 2025Q2: 1,016 shares; 2025Q3: 993 shares; 2025Q4: 1,281 shares 1,281 $1.13M 0.09% +288 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,790 shares; 2025Q1: 2,207 shares; 2025Q2: 4,677 shares; 2025Q3: 3,799 shares; 2025Q4: 3,655 shares 3,655 $1.11M 0.09% -144 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: restricted; 2024Q4: 9,852 shares; 2025Q1: 9,150 shares; 2025Q2: 9,150 shares; 2025Q3: 9,150 shares; 2025Q4: 10,228 shares 10,228 $1.11M 0.09% +1,078 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,934 shares; 2025Q1: 6,223 shares; 2025Q2: 7,401 shares; 2025Q3: 7,201 shares; 2025Q4: 7,683 shares 7,683 $1.1M 0.09% +482 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: restricted; 2024Q4: 6,541 shares; 2025Q1: 6,908 shares; 2025Q2: 7,208 shares; 2025Q3: 7,290 shares; 2025Q4: 3,733 shares 3,733 $1.08M 0.09% -3,557 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: restricted; 2024Q4: not reported; 2025Q1: 31,049 shares; 2025Q2: 34,784 shares; 2025Q3: 37,942 shares; 2025Q4: 39,632 shares 39,632 $1.06M 0.09% +1,690 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,708 shares 6,708 $1.03M 0.08% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,960 shares; 2025Q1: 4,004 shares; 2025Q2: 4,056 shares; 2025Q3: 4,045 shares; 2025Q4: 4,423 shares 4,423 $1.02M 0.08% +378 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,519 shares; 2025Q1: 1,730 shares; 2025Q2: 3,365 shares; 2025Q3: 3,448 shares; 2025Q4: 4,366 shares 4,366 $998K 0.08% +918 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,548 shares; 2025Q4: 13,587 shares 13,587 $993K 0.08% +39 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 57,684 shares; 2025Q2: 45,285 shares; 2025Q3: 30,273 shares; 2025Q4: 17,465 shares 17,465 $985K 0.08% -12,808 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,725 shares 9,725 $956K 0.08% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,357 shares; 2025Q4: 12,295 shares 12,295 $928K 0.07% +6,938 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,545 shares; 2025Q1: 21,892 shares; 2025Q2: 23,304 shares; 2025Q3: 22,633 shares; 2025Q4: 8,143 shares 8,143 $921K 0.07% -14,490 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 610 shares; 2025Q1: 493 shares; 2025Q2: 765 shares; 2025Q3: 784 shares; 2025Q4: 1,050 shares 1,050 $905K 0.07% +266 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,297 shares; 2025Q1: 8,917 shares; 2025Q2: 8,842 shares; 2025Q3: 10,008 shares; 2025Q4: 10,613 shares 10,613 $894K 0.07% +605 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: restricted; 2024Q4: 33,914 shares; 2025Q1: 32,680 shares; 2025Q2: 19,760 shares; 2025Q3: 18,834 shares; 2025Q4: 18,164 shares 18,164 $884K 0.07% -670 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,871 shares; 2025Q1: 35,776 shares; 2025Q2: 36,209 shares; 2025Q3: 34,531 shares; 2025Q4: 36,048 shares 36,048 $877K 0.07% +1,517 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,448 shares 2,448 $865K 0.07% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,801 shares; 2025Q1: 12,756 shares; 2025Q2: 12,756 shares; 2025Q3: 12,706 shares; 2025Q4: 12,530 shares 12,530 $857K 0.07% -176 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,969 shares; 2025Q1: 6,189 shares; 2025Q2: 6,824 shares; 2025Q3: 7,615 shares; 2025Q4: 8,569 shares 8,569 $856K 0.07% +954 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,054 shares; 2025Q1: 12,446 shares; 2025Q2: 13,369 shares; 2025Q3: 13,987 shares; 2025Q4: 13,344 shares 13,344 $850K 0.07% -643 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 511 shares; 2025Q1: 531 shares; 2025Q2: 789 shares; 2025Q3: 734 shares; 2025Q4: 786 shares 786 $845K 0.07% +52 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,714 shares; 2025Q1: 17,144 shares; 2025Q2: 17,212 shares; 2025Q3: 17,292 shares; 2025Q4: 11,765 shares 11,765 $844K 0.07% -5,527 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,065 shares; 2025Q1: 17,230 shares; 2025Q2: 17,729 shares; 2025Q3: 18,026 shares; 2025Q4: 17,981 shares 17,981 $843K 0.07% -45 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,046 shares; 2025Q1: 32,214 shares; 2025Q2: 23,121 shares; 2025Q3: 22,544 shares; 2025Q4: 20,406 shares 20,406 $831K 0.07% -2,138 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,868 shares; 2025Q1: 1,800 shares; 2025Q2: 1,738 shares; 2025Q3: 1,562 shares; 2025Q4: 5,178 shares 5,178 $802K 0.06% +3,616 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: restricted; 2024Q4: 177,671 shares; 2025Q1: 25,984 shares; 2025Q2: 20,548 shares; 2025Q3: 20,295 shares; 2025Q4: 20,180 shares 20,180 $785K 0.06% -115 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,501 shares 13,501 $769K 0.06% new 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: restricted; 2024Q4: 2,141 shares; 2025Q1: 576 shares; 2025Q2: 478 shares; 2025Q3: 394 shares; 2025Q4: 379 shares 379 $763K 0.06% -15 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,547 shares; 2025Q1: 14,558 shares; 2025Q2: 14,624 shares; 2025Q3: 13,194 shares; 2025Q4: 13,244 shares 13,244 $750K 0.06% +50 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,632 shares; 2025Q1: 2,788 shares; 2025Q2: 2,106 shares; 2025Q3: 2,896 shares; 2025Q4: 2,960 shares 2,960 $749K 0.06% +64 Timeline CBXA CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,680 shares 27,680 $745K 0.06% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,119 shares; 2025Q1: 6,660 shares; 2025Q2: 6,622 shares; 2025Q3: 6,969 shares; 2025Q4: 6,762 shares 6,762 $745K 0.06% -207 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,583 shares; 2025Q1: 6,282 shares; 2025Q2: 6,385 shares; 2025Q3: 6,283 shares; 2025Q4: 6,363 shares 6,363 $742K 0.06% +80 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: restricted; 2024Q4: 7,540 shares; 2025Q1: 8,126 shares; 2025Q2: 7,989 shares; 2025Q3: 6,087 shares; 2025Q4: 18,177 shares 18,177 $731K 0.06% +12,090 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101,725 shares; 2025Q1: 324,229 shares; 2025Q2: 98,850 shares; 2025Q3: 80,590 shares; 2025Q4: 50,221 shares 50,221 $731K 0.06% -30,369 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,687 shares; 2025Q1: 2,668 shares; 2025Q2: 2,590 shares; 2025Q3: 3,326 shares; 2025Q4: 3,954 shares 3,954 $725K 0.06% +628 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: restricted; 2024Q4: 193,203 shares; 2025Q1: 14,907 shares; 2025Q2: 13,090 shares; 2025Q3: 12,616 shares; 2025Q4: 11,247 shares 11,247 $711K 0.06% -1,369 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,670 shares; 2025Q1: 24,805 shares; 2025Q2: 25,455 shares; 2025Q3: 24,363 shares; 2025Q4: 25,463 shares 25,463 $700K 0.06% +1,100 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,604 shares; 2025Q1: 34,476 shares; 2025Q2: 8,355 shares; 2025Q3: 7,847 shares; 2025Q4: 8,563 shares 8,563 $700K 0.06% +716 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,509 shares 7,509 $699K 0.06% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,061 shares; 2025Q1: 43,922 shares; 2025Q2: 42,950 shares; 2025Q3: 43,832 shares; 2025Q4: 43,297 shares 43,297 $696K 0.06% -535 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,155 shares 14,155 $685K 0.06% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,349 shares; 2025Q1: 5,693 shares; 2025Q2: 5,693 shares; 2025Q3: 5,693 shares; 2025Q4: 5,612 shares 5,612 $684K 0.06% -81 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,765 shares; 2025Q1: 4,817 shares; 2025Q2: 4,535 shares; 2025Q3: 4,579 shares; 2025Q4: 4,837 shares 4,837 $682K 0.06% +258 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,767 shares 14,767 $680K 0.05% new Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,282 shares; 2025Q1: 5,287 shares; 2025Q2: 5,232 shares; 2025Q3: 5,195 shares; 2025Q4: 5,195 shares 5,195 $658K 0.05% 0 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,160 shares; 2025Q1: 11,755 shares; 2025Q2: 12,005 shares; 2025Q3: 12,980 shares; 2025Q4: 13,570 shares 13,570 $653K 0.05% +590 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,370 shares; 2025Q1: 71,147 shares; 2025Q2: 30,476 shares; 2025Q3: 23,044 shares; 2025Q4: 22,979 shares 22,979 $649K 0.05% -65 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: restricted; 2024Q4: 3,259 shares; 2025Q1: 3,259 shares; 2025Q2: 3,309 shares; 2025Q3: 3,309 shares; 2025Q4: 3,309 shares 3,309 $643K 0.05% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,011 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,648 shares 2,648 $639K 0.05% new Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,800 shares 24,800 $636K 0.05% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,837 shares; 2025Q1: not reported; 2025Q2: 2,749 shares; 2025Q3: 2,046 shares; 2025Q4: 3,899 shares 3,899 $632K 0.05% +1,853 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,864 shares; 2025Q1: 961 shares; 2025Q2: 932 shares; 2025Q3: 610 shares; 2025Q4: 580 shares 580 $620K 0.05% -30 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,984 shares; 2025Q1: not reported; 2025Q2: 2,585 shares; 2025Q3: 2,585 shares; 2025Q4: 6,914 shares 6,914 $619K 0.05% +4,329 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,309 shares; 2025Q1: 2,706 shares; 2025Q2: 3,195 shares; 2025Q3: 2,368 shares; 2025Q4: 3,294 shares 3,294 $607K 0.05% +926 Timeline SMMU 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: restricted; 2024Q4: 10,095 shares; 2025Q1: 10,439 shares; 2025Q2: 13,872 shares; 2025Q3: 13,904 shares; 2025Q4: 11,969 shares 11,969 $604K 0.05% -1,935 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,911 shares; 2025Q1: 21,184 shares; 2025Q2: 19,610 shares; 2025Q3: 17,909 shares; 2025Q4: 16,430 shares 16,430 $602K 0.05% -1,479 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,770 shares; 2025Q1: 6,207 shares; 2025Q2: 5,916 shares; 2025Q3: 5,718 shares; 2025Q4: 6,420 shares 6,420 $598K 0.05% +702 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,638 shares; 2025Q1: 29,155 shares; 2025Q2: 29,735 shares; 2025Q3: 12,366 shares; 2025Q4: 11,748 shares 11,748 $597K 0.05% -618 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,721 shares; 2025Q1: 10,969 shares; 2025Q2: 11,007 shares; 2025Q3: 11,255 shares; 2025Q4: 12,459 shares 12,459 $596K 0.05% +1,204 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,431 shares; 2025Q1: 2,431 shares; 2025Q2: 2,431 shares; 2025Q3: 2,431 shares; 2025Q4: 2,431 shares 2,431 $595K 0.05% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 816 shares; 2025Q1: 943 shares; 2025Q2: 943 shares; 2025Q3: 978 shares; 2025Q4: 977 shares 977 $589K 0.05% -1 Timeline LONZ 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: restricted; 2024Q4: 11,824 shares; 2025Q1: 12,053 shares; 2025Q2: 11,342 shares; 2025Q3: 11,493 shares; 2025Q4: 11,693 shares 11,693 $588K 0.05% +200 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,438 shares 3,438 $577K 0.05% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,723 shares; 2025Q1: 10,769 shares; 2025Q2: 10,856 shares; 2025Q3: 9,627 shares; 2025Q4: 9,995 shares 9,995 $576K 0.05% +368 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: restricted; 2024Q4: 46,605 shares; 2025Q1: 48,131 shares; 2025Q2: 5,824 shares; 2025Q3: 5,703 shares; 2025Q4: 5,629 shares 5,629 $574K 0.05% -74 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: restricted; 2024Q4: 4,641 shares; 2025Q1: 4,583 shares; 2025Q2: 4,556 shares; 2025Q3: 4,556 shares; 2025Q4: 4,608 shares 4,608 $561K 0.05% +52 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,148 shares 5,148 $559K 0.05% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,771 shares; 2025Q1: 1,886 shares; 2025Q2: 2,536 shares; 2025Q3: 2,817 shares; 2025Q4: 2,822 shares 2,822 $550K 0.04% +5 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 491 shares; 2025Q1: 461 shares; 2025Q2: 693 shares; 2025Q3: 668 shares; 2025Q4: 5,814 shares 5,814 $545K 0.04% +5,146 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,302 shares; 2025Q1: 1,617 shares; 2025Q2: 1,620 shares; 2025Q3: 1,617 shares; 2025Q4: 1,707 shares 1,707 $544K 0.04% +90 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,149 shares; 2025Q3: 4,010 shares; 2025Q4: 3,554 shares 3,554 $534K 0.04% -456 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,911 shares; 2025Q1: 4,911 shares; 2025Q2: 4,897 shares; 2025Q3: 4,898 shares; 2025Q4: 4,899 shares 4,899 $525K 0.04% +1 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,446 shares; 2025Q1: 6,138 shares; 2025Q2: 6,209 shares; 2025Q3: 5,989 shares; 2025Q4: 6,405 shares 6,405 $514K 0.04% +416 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,652 shares; 2025Q1: 11,652 shares; 2025Q2: 9,352 shares; 2025Q3: 9,352 shares; 2025Q4: 9,352 shares 9,352 $512K 0.04% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,668 shares; 2025Q1: 6,914 shares; 2025Q2: 7,933 shares; 2025Q3: 6,842 shares; 2025Q4: 7,248 shares 7,248 $507K 0.04% +406 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 533 shares; 2025Q1: 434 shares; 2025Q2: 1,573 shares; 2025Q3: 1,612 shares; 2025Q4: 1,764 shares 1,764 $507K 0.04% +152 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: restricted; 2024Q4: 312 shares; 2025Q1: 444 shares; 2025Q2: 438 shares; 2025Q3: 427 shares; 2025Q4: 472 shares 472 $505K 0.04% +45 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 350 shares; 2025Q1: not reported; 2025Q2: 768 shares; 2025Q3: 648 shares; 2025Q4: 618 shares 618 $500K 0.04% -30 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,729 shares; 2025Q4: 3,757 shares 3,757 $499K 0.04% +2,028 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,112 shares; 2025Q1: 2,780 shares; 2025Q2: 2,683 shares; 2025Q3: 2,587 shares; 2025Q4: 3,441 shares 3,441 $494K 0.04% +854 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,726 shares; 2025Q1: 7,925 shares; 2025Q2: 8,289 shares; 2025Q3: 8,160 shares; 2025Q4: 8,455 shares 8,455 $494K 0.04% +295 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,806 shares 6,806 $486K 0.04% new 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: restricted; 2024Q4: 9,517 shares; 2025Q1: 9,542 shares; 2025Q2: 9,590 shares; 2025Q3: 9,589 shares; 2025Q4: 10,863 shares 10,863 $483K 0.04% +1,274 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,844 shares 2,844 $480K 0.04% new Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,204 shares; 2025Q1: 10,204 shares; 2025Q2: 10,204 shares; 2025Q3: 10,204 shares; 2025Q4: 9,913 shares 9,913 $475K 0.04% -291 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,713 shares; 2025Q1: 3,218 shares; 2025Q2: 3,072 shares; 2025Q3: 3,138 shares; 2025Q4: 3,023 shares 3,023 $469K 0.04% -115 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,423 shares; 2025Q3: 2,483 shares; 2025Q4: 1,698 shares 1,698 $468K 0.04% -785 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,550 shares; 2025Q1: 1,790 shares; 2025Q2: 1,348 shares; 2025Q3: 1,176 shares; 2025Q4: 1,528 shares 1,528 $467K 0.04% +352 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: restricted; 2024Q4: 15,657 shares; 2025Q1: 20,031 shares; 2025Q2: 15,293 shares; 2025Q3: 12,607 shares; 2025Q4: 3,708 shares 3,708 $467K 0.04% -8,899 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,340 shares; 2025Q1: 8,071 shares; 2025Q2: 6,433 shares; 2025Q3: 6,438 shares; 2025Q4: 8,400 shares 8,400 $460K 0.04% +1,962 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,900 shares; 2025Q1: 23,361 shares; 2025Q2: 23,565 shares; 2025Q3: 20,945 shares; 2025Q4: 18,510 shares 18,510 $460K 0.04% -2,435 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,751 shares 43,751 $457K 0.04% new Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,675 shares; 2025Q1: 19,550 shares; 2025Q2: 18,898 shares; 2025Q3: not reported; 2025Q4: 9,816 shares 9,816 $456K 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,263 shares; 2025Q3: 1,760 shares; 2025Q4: 6,364 shares 6,364 $456K 0.04% +4,604 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,750 shares; 2025Q1: 6,012 shares; 2025Q2: 5,798 shares; 2025Q3: 5,622 shares; 2025Q4: 5,142 shares 5,142 $455K 0.04% -480 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,304 shares; 2025Q1: 24,804 shares; 2025Q2: 15,279 shares; 2025Q3: 19,419 shares; 2025Q4: 18,570 shares 18,570 $453K 0.04% -849 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 752 shares; 2025Q2: 751 shares; 2025Q3: 710 shares; 2025Q4: 1,372 shares 1,372 $449K 0.04% +662 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: restricted; 2024Q4: 13,901 shares; 2025Q1: 13,901 shares; 2025Q2: 13,901 shares; 2025Q3: 13,901 shares; 2025Q4: 16,542 shares 16,542 $445K 0.04% +2,641 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: restricted; 2024Q4: 2,607 shares; 2025Q1: 2,949 shares; 2025Q2: 2,835 shares; 2025Q3: 1,990 shares; 2025Q4: 3,095 shares 3,095 $443K 0.04% +1,105 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,884 shares; 2025Q1: 2,655 shares; 2025Q2: 2,837 shares; 2025Q3: 2,813 shares; 2025Q4: 3,770 shares 3,770 $442K 0.04% +957 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,336 shares; 2025Q1: 2,326 shares; 2025Q2: 2,331 shares; 2025Q3: 2,334 shares; 2025Q4: 2,338 shares 2,338 $433K 0.03% +4 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,437 shares; 2025Q1: 3,302 shares; 2025Q2: 3,245 shares; 2025Q3: 3,050 shares; 2025Q4: 3,451 shares 3,451 $432K 0.03% +401 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,365 shares 7,365 $422K 0.03% new Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,467 shares; 2025Q1: 25,277 shares; 2025Q2: 25,277 shares; 2025Q3: 25,277 shares; 2025Q4: 25,277 shares 25,277 $417K 0.03% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 21,557 shares; 2025Q2: 14,639 shares; 2025Q3: 8,229 shares; 2025Q4: 4,001 shares 4,001 $411K 0.03% -4,228 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,969 shares; 2025Q4: 4,683 shares 4,683 $410K 0.03% -286 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,502 shares 12,502 $406K 0.03% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 596 shares; 2025Q1: 553 shares; 2025Q2: 562 shares; 2025Q3: 511 shares; 2025Q4: 705 shares 705 $402K 0.03% +194 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,682 shares; 2025Q1: 6,685 shares; 2025Q2: 6,234 shares; 2025Q3: 6,139 shares; 2025Q4: 7,895 shares 7,895 $397K 0.03% +1,756 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,423 shares; 2025Q1: not reported; 2025Q2: 1,411 shares; 2025Q3: 1,574 shares; 2025Q4: 2,752 shares 2,752 $396K 0.03% +1,178 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,936 shares 8,936 $395K 0.03% new Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 227,203 shares; 2025Q1: 19,070 shares; 2025Q2: 7,887 shares; 2025Q3: 7,258 shares; 2025Q4: 6,885 shares 6,885 $394K 0.03% -373 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,999 shares; 2025Q1: 10,163 shares; 2025Q2: 10,431 shares; 2025Q3: 10,540 shares; 2025Q4: 11,035 shares 11,035 $393K 0.03% +495 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,242 shares; 2025Q2: 2,214 shares; 2025Q3: 2,224 shares; 2025Q4: 4,507 shares 4,507 $393K 0.03% +2,283 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,491 shares; 2025Q1: 3,984 shares; 2025Q2: 3,780 shares; 2025Q3: 3,574 shares; 2025Q4: 4,198 shares 4,198 $393K 0.03% +624 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,888 shares 16,888 $392K 0.03% new Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,563 shares 8,563 $391K 0.03% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,067 shares; 2025Q1: 16,354 shares; 2025Q2: 16,354 shares; 2025Q3: 18,881 shares; 2025Q4: 10,012 shares 10,012 $388K 0.03% -8,869 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 940 shares; 2025Q1: 946 shares; 2025Q2: 989 shares; 2025Q3: 994 shares; 2025Q4: 1,009 shares 1,009 $387K 0.03% +15 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,564 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,290 shares; 2025Q4: 1,355 shares 1,355 $386K 0.03% +65 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: restricted; 2024Q4: 1,236 shares; 2025Q1: 1,252 shares; 2025Q2: 1,254 shares; 2025Q3: 1,263 shares; 2025Q4: 1,232 shares 1,232 $384K 0.03% -31 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,378 shares; 2025Q1: not reported; 2025Q2: 4,643 shares; 2025Q3: 4,832 shares; 2025Q4: 5,375 shares 5,375 $383K 0.03% +543 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: restricted; 2024Q4: 1,447 shares; 2025Q1: 1,081 shares; 2025Q2: 1,194 shares; 2025Q3: 1,204 shares; 2025Q4: 1,255 shares 1,255 $378K 0.03% +51 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,928 shares; 2025Q3: 10,951 shares; 2025Q4: 18,129 shares 18,129 $378K 0.03% +7,178 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: restricted; 2024Q4: 1,379 shares; 2025Q1: not reported; 2025Q2: 1,256 shares; 2025Q3: 1,544 shares; 2025Q4: 3,098 shares 3,098 $370K 0.03% +1,554 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,677 shares; 2025Q1: 5,687 shares; 2025Q2: 5,704 shares; 2025Q3: 3,800 shares; 2025Q4: 3,809 shares 3,809 $366K 0.03% +9 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,318 shares; 2025Q1: 14,018 shares; 2025Q2: 41,170 shares; 2025Q3: 39,102 shares; 2025Q4: 13,964 shares 13,964 $362K 0.03% -25,138 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,121 shares 7,121 $357K 0.03% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,988 shares 2,988 $357K 0.03% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,779 shares 1,779 $355K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,854 shares 12,854 $355K 0.03% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,949 shares; 2025Q1: 1,821 shares; 2025Q2: 1,837 shares; 2025Q3: 1,555 shares; 2025Q4: 1,436 shares 1,436 $355K 0.03% -119 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,174 shares; 2025Q4: 6,554 shares 6,554 $350K 0.03% +2,380 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,255 shares; 2025Q3: 1,244 shares; 2025Q4: 830 shares 830 $348K 0.03% -414 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,676 shares; 2025Q1: 10,076 shares; 2025Q2: 11,112 shares; 2025Q3: 10,580 shares; 2025Q4: 11,240 shares 11,240 $348K 0.03% +660 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,362 shares; 2025Q1: 4,362 shares; 2025Q2: 4,290 shares; 2025Q3: 4,290 shares; 2025Q4: 4,290 shares 4,290 $348K 0.03% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 635 shares; 2025Q3: not reported; 2025Q4: 613 shares 613 $347K 0.03% new Timeline SKYH SKY HARBOUR GROUP CORPORATIO More: the full row for SKY HARBOUR GROUP CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,800 shares; 2025Q1: 42,800 shares; 2025Q2: 38,800 shares; 2025Q3: 38,600 shares; 2025Q4: 38,600 shares 38,600 $346K 0.03% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,434 shares; 2025Q1: 5,194 shares; 2025Q2: 5,547 shares; 2025Q3: 5,700 shares; 2025Q4: 5,776 shares 5,776 $346K 0.03% +76 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 732 shares; 2025Q1: 715 shares; 2025Q2: 748 shares; 2025Q3: 821 shares; 2025Q4: 838 shares 838 $346K 0.03% +17 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,657 shares 1,657 $342K 0.03% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,606 shares 8,606 $339K 0.03% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,663 shares; 2025Q1: 2,429 shares; 2025Q2: 2,429 shares; 2025Q3: 2,429 shares; 2025Q4: 2,429 shares 2,429 $338K 0.03% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,071 shares 1,071 $337K 0.03% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,744 shares; 2025Q1: 3,821 shares; 2025Q2: 3,959 shares; 2025Q3: 3,570 shares; 2025Q4: 4,332 shares 4,332 $334K 0.03% +762 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,822 shares; 2025Q1: 7,742 shares; 2025Q2: 14,651 shares; 2025Q3: 8,461 shares; 2025Q4: 7,050 shares 7,050 $330K 0.03% -1,411 Timeline JDVI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,345 shares 9,345 $329K 0.03% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 605 shares; 2025Q1: 563 shares; 2025Q2: 542 shares; 2025Q3: 561 shares; 2025Q4: 671 shares 671 $324K 0.03% +110 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: restricted; 2024Q4: 4,854 shares; 2025Q1: 4,854 shares; 2025Q2: 4,854 shares; 2025Q3: 4,794 shares; 2025Q4: 4,794 shares 4,794 $323K 0.03% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,745 shares; 2025Q3: 19,674 shares; 2025Q4: 13,680 shares 13,680 $320K 0.03% -5,994 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,035 shares; 2025Q1: 977 shares; 2025Q2: 713 shares; 2025Q3: 925 shares; 2025Q4: 1,185 shares 1,185 $318K 0.03% +260 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 847 shares; 2025Q3: 904 shares; 2025Q4: 1,031 shares 1,031 $318K 0.03% +127 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,878 shares; 2025Q1: 1,908 shares; 2025Q2: 1,928 shares; 2025Q3: 1,934 shares; 2025Q4: 1,925 shares 1,925 $313K 0.03% -9 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,324 shares; 2025Q1: 2,672 shares; 2025Q2: 2,633 shares; 2025Q3: 2,599 shares; 2025Q4: 2,827 shares 2,827 $312K 0.03% +228 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,526 shares; 2025Q1: 5,230 shares; 2025Q2: 5,212 shares; 2025Q3: 4,987 shares; 2025Q4: 4,165 shares 4,165 $306K 0.02% -822 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,140 shares; 2025Q3: 2,292 shares; 2025Q4: 2,256 shares 2,256 $305K 0.02% -36 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,405 shares; 2025Q4: 1,979 shares 1,979 $304K 0.02% +574 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,794 shares 14,794 $304K 0.02% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,097 shares 1,097 $295K 0.02% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,510 shares; 2025Q1: 9,540 shares; 2025Q2: 9,665 shares; 2025Q3: 8,381 shares; 2025Q4: 8,500 shares 8,500 $295K 0.02% +119 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,070 shares; 2025Q2: 1,071 shares; 2025Q3: 1,077 shares; 2025Q4: 1,079 shares 1,079 $295K 0.02% +2 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,808 shares 2,808 $291K 0.02% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 681 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 741 shares 741 $287K 0.02% +60 Timeline BBEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares 4,500 $286K 0.02% new Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,156 shares 4,156 $285K 0.02% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,206 shares; 2025Q3: 1,559 shares; 2025Q4: 1,764 shares 1,764 $285K 0.02% +205 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,723 shares; 2025Q3: 1,016 shares; 2025Q4: 1,016 shares 1,016 $283K 0.02% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 608 shares 608 $283K 0.02% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,232 shares; 2025Q1: 1,721 shares; 2025Q2: 1,723 shares; 2025Q3: 1,549 shares; 2025Q4: 1,584 shares 1,584 $281K 0.02% +35 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,537 shares; 2025Q1: 11,441 shares; 2025Q2: 11,251 shares; 2025Q3: 9,893 shares; 2025Q4: 5,477 shares 5,477 $279K 0.02% -4,416 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,634 shares; 2025Q1: 4,634 shares; 2025Q2: 4,634 shares; 2025Q3: 4,634 shares; 2025Q4: 4,634 shares 4,634 $277K 0.02% 0 Timeline ALNT ALLIENT INC More: the full row for ALLIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,080 shares; 2025Q4: 5,141 shares 5,141 $276K 0.02% +61 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 590 shares; 2025Q3: 589 shares; 2025Q4: 739 shares 739 $276K 0.02% +150 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,085 shares; 2025Q1: 1,741 shares; 2025Q2: 1,742 shares; 2025Q3: 1,686 shares; 2025Q4: 1,612 shares 1,612 $276K 0.02% -74 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,282 shares 3,282 $275K 0.02% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,463 shares; 2025Q1: 4,806 shares; 2025Q2: 4,854 shares; 2025Q3: 4,806 shares; 2025Q4: 4,839 shares 4,839 $273K 0.02% +33 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,376 shares 10,376 $272K 0.02% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 994 shares; 2025Q4: 1,265 shares 1,265 $272K 0.02% +271 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,011 shares; 2025Q1: not reported; 2025Q2: 1,309 shares; 2025Q3: not reported; 2025Q4: 776 shares 776 $271K 0.02% new Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,535 shares; 2025Q1: 3,541 shares; 2025Q2: 3,547 shares; 2025Q3: 3,550 shares; 2025Q4: 3,555 shares 3,555 $269K 0.02% +5 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,258 shares 1,258 $266K 0.02% new Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,697 shares 5,697 $266K 0.02% new Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,102 shares 2,102 $265K 0.02% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,576 shares; 2025Q3: 2,492 shares; 2025Q4: 2,497 shares 2,497 $263K 0.02% +5 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: restricted; 2024Q4: 1,345 shares; 2025Q1: 1,211 shares; 2025Q2: 1,020 shares; 2025Q3: 959 shares; 2025Q4: 969 shares 969 $263K 0.02% +10 Timeline VFMF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,643 shares; 2025Q4: 1,737 shares 1,737 $262K 0.02% +94 Timeline HTAX NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,760 shares 10,760 $262K 0.02% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 921 shares 921 $261K 0.02% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,695 shares; 2025Q1: 1,696 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,072 shares 2,072 $261K 0.02% new 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: restricted; 2024Q4: 4,742 shares; 2025Q1: 4,217 shares; 2025Q2: 4,229 shares; 2025Q3: 3,927 shares; 2025Q4: 3,404 shares 3,404 $260K 0.02% -523 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,368 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 603 shares; 2025Q4: 385 shares 385 $259K 0.02% -218 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,264 shares 5,264 $259K 0.02% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,806 shares 1,806 $257K 0.02% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,203 shares 2,203 $256K 0.02% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,083 shares 2,083 $249K 0.02% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 376 shares 376 $246K 0.02% new Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,195 shares; 2025Q3: 9,081 shares; 2025Q4: 9,701 shares 9,701 $244K 0.02% +620 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,049 shares; 2025Q3: 3,049 shares; 2025Q4: 3,309 shares 3,309 $243K 0.02% +260 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 849 shares 849 $242K 0.02% new Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,000 shares; 2025Q3: 9,053 shares; 2025Q4: 9,130 shares 9,130 $242K 0.02% +77 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,975 shares; 2025Q1: not reported; 2025Q2: 8,800 shares; 2025Q3: 8,350 shares; 2025Q4: 8,350 shares 8,350 $242K 0.02% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,344 shares 1,344 $238K 0.02% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 643 shares 643 $238K 0.02% new Timeline CPSJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,820 shares 8,820 $237K 0.02% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,107 shares; 2025Q3: 4,569 shares; 2025Q4: 4,735 shares 4,735 $237K 0.02% +166 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: restricted; 2024Q4: 12,714 shares; 2025Q1: 12,889 shares; 2025Q2: 4,997 shares; 2025Q3: 4,871 shares; 2025Q4: 4,786 shares 4,786 $233K 0.02% -85 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,252 shares 4,252 $230K 0.02% new Timeline CBXJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,115 shares 10,115 $229K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,220 shares 7,220 $228K 0.02% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,523 shares 3,523 $227K 0.02% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,124 shares; 2025Q1: 4,212 shares; 2025Q2: 4,262 shares; 2025Q3: 4,310 shares; 2025Q4: 4,376 shares 4,376 $221K 0.02% +66 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,578 shares 2,578 $221K 0.02% new Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,388 shares 8,388 $220K 0.02% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 387 shares 387 $217K 0.02% new 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: restricted; 2024Q4: 3,811 shares; 2025Q1: 3,745 shares; 2025Q2: 3,745 shares; 2025Q3: 3,746 shares; 2025Q4: 4,031 shares 4,031 $217K 0.02% +285 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,012 shares; 2025Q1: not reported; 2025Q2: 1,131 shares; 2025Q3: not reported; 2025Q4: 987 shares 987 $217K 0.02% new Timeline SSYS STRATASYS LTD More: the full row for STRATASYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,700 shares 24,700 $214K 0.02% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 883 shares 883 $214K 0.02% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,581 shares; 2025Q1: 2,288 shares; 2025Q2: 2,183 shares; 2025Q3: not reported; 2025Q4: 1,845 shares 1,845 $213K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,993 shares; 2025Q3: 2,095 shares; 2025Q4: 2,117 shares 2,117 $212K 0.02% +22 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,541 shares 4,541 $210K 0.02% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,134 shares; 2025Q1: 7,276 shares; 2025Q2: 7,618 shares; 2025Q3: 6,395 shares; 2025Q4: 6,943 shares 6,943 $208K 0.02% +548 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,680 shares 1,680 $206K 0.02% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 577 shares 577 $203K 0.02% new Timeline INCM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,175 shares 7,175 $201K 0.02% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,752 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,290 shares; 2025Q4: 3,416 shares 3,416 $200K 0.02% +126 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,616 shares; 2025Q1: 10,273 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,769 shares 11,769 $176K 0.01% new Timeline DERM JOURNEY MED CORP More: the full row for JOURNEY MED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,900 shares; 2025Q1: 12,900 shares; 2025Q2: 12,900 shares; 2025Q3: 12,900 shares; 2025Q4: 12,900 shares 12,900 $99.5K 0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,490 shares; 2025Q1: 12,490 shares; 2025Q2: 11,833 shares; 2025Q3: 11,833 shares; 2025Q4: 11,833 shares 11,833 $96K 0.01% 0 Timeline STKL SUNOPTA INC More: the full row for SUNOPTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,770 shares 21,770 $82.7K 0.01% new Timeline TBH BRAG HSE HLDGS INC More: the full row for BRAG HSE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,700 shares 27,700 $11.1K <0.01% new Timeline LOOP MEDIA INC LOOP MEDIA INC More: the full row for LOOP MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,334 shares; 2025Q1: not reported; 2025Q2: 25,334 shares; 2025Q3: 25,334 shares; 2025Q4: 25,334 shares 25,334 $4 <0.01% 0