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: 3,485 shares; 2024Q4: 140,952 shares; 2025Q1: 139,822 shares; 2025Q2: 167,005 shares; 2025Q3: 173,031 shares; 2025Q4: 158,643 shares 158,643 $12.7M 3.08% -14,388 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: not reported; 2024Q4: 44,369 shares; 2025Q1: 44,004 shares; 2025Q2: 132,103 shares; 2025Q3: 175,527 shares; 2025Q4: 195,998 shares 195,998 $9.91M 2.4% +20,471 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,010 shares; 2025Q1: 30,764 shares; 2025Q2: 43,024 shares; 2025Q3: 46,135 shares; 2025Q4: 76,279 shares 76,279 $8.73M 2.11% +30,144 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,593 shares; 2024Q4: 17,501 shares; 2025Q1: 17,501 shares; 2025Q2: 41,251 shares; 2025Q3: 36,744 shares; 2025Q4: 40,430 shares 40,430 $8.56M 2.07% +3,686 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: 56,035 shares; 2024Q4: 97,655 shares; 2025Q1: 97,113 shares; 2025Q2: 102,900 shares; 2025Q3: 107,127 shares; 2025Q4: 119,358 shares 119,358 $8.29M 2% +12,231 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,360 shares; 2025Q3: 57,627 shares; 2025Q4: 177,414 shares 177,414 $7.67M 1.86% +119,787 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,585 shares; 2024Q4: 27,728 shares; 2025Q1: 27,728 shares; 2025Q2: 26,777 shares; 2025Q3: 26,176 shares; 2025Q4: 26,723 shares 26,723 $7.26M 1.76% +547 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: 36,975 shares; 2024Q4: 37,690 shares; 2025Q1: 37,290 shares; 2025Q2: 37,925 shares; 2025Q3: 37,742 shares; 2025Q4: 37,008 shares 37,008 $6.9M 1.67% -734 Timeline USFR 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: 268,517 shares; 2024Q4: 245,009 shares; 2025Q1: 245,009 shares; 2025Q2: 170,168 shares; 2025Q3: 153,783 shares; 2025Q4: 136,919 shares 136,919 $6.89M 1.67% -16,864 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,701 shares; 2024Q4: 65,473 shares; 2025Q1: 65,473 shares; 2025Q2: 35,183 shares; 2025Q3: 46,438 shares; 2025Q4: 64,529 shares 64,529 $6.4M 1.55% +18,091 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: not reported; 2024Q4: 17,404 shares; 2025Q1: 17,274 shares; 2025Q2: 23,465 shares; 2025Q3: 25,005 shares; 2025Q4: 25,119 shares 25,119 $6.35M 1.54% +114 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: 13,751 shares; 2024Q4: 125,914 shares; 2025Q1: 125,020 shares; 2025Q2: 128,090 shares; 2025Q3: 134,989 shares; 2025Q4: 141,971 shares 141,971 $6.31M 1.53% +6,982 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: 21,647 shares; 2024Q4: 15,505 shares; 2025Q1: 15,505 shares; 2025Q2: 12,547 shares; 2025Q3: 12,377 shares; 2025Q4: 12,994 shares 12,994 $6.15M 1.49% +617 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: 21,241 shares; 2024Q4: 21,652 shares; 2025Q1: 21,652 shares; 2025Q2: 24,879 shares; 2025Q3: 18,582 shares; 2025Q4: 19,243 shares 19,243 $6.02M 1.46% +661 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,039 shares; 2025Q3: 94,268 shares; 2025Q4: 122,651 shares 122,651 $5.45M 1.32% +28,383 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 117,977 shares; 2025Q1: 117,045 shares; 2025Q2: 161,590 shares; 2025Q3: 174,810 shares; 2025Q4: 182,320 shares 182,320 $5.43M 1.31% +7,510 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: 11,529 shares; 2024Q4: 11,483 shares; 2025Q1: 11,483 shares; 2025Q2: 10,803 shares; 2025Q3: 10,750 shares; 2025Q4: 10,842 shares 10,842 $5.24M 1.27% +92 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,642 shares; 2024Q4: 81,467 shares; 2025Q1: 81,467 shares; 2025Q2: 101,382 shares; 2025Q3: 102,894 shares; 2025Q4: 114,976 shares 114,976 $5.2M 1.26% +12,082 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 172,092 shares; 2025Q1: 170,181 shares; 2025Q2: 249,732 shares; 2025Q3: 268,710 shares; 2025Q4: 198,475 shares 198,475 $5.11M 1.24% -70,235 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,795 shares; 2024Q4: 17,017 shares; 2025Q1: 17,017 shares; 2025Q2: 116,885 shares; 2025Q3: 122,283 shares; 2025Q4: 128,387 shares 128,387 $4.92M 1.19% +6,104 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,801 shares; 2024Q4: 389,136 shares; 2025Q1: 389,062 shares; 2025Q2: 295,820 shares; 2025Q3: 205,930 shares; 2025Q4: 183,028 shares 183,028 $4.59M 1.11% -22,902 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: 289,871 shares; 2024Q4: 211,339 shares; 2025Q1: 211,339 shares; 2025Q2: 196,457 shares; 2025Q3: 186,398 shares; 2025Q4: 182,220 shares 182,220 $4.59M 1.11% -4,178 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,599 shares; 2025Q1: 73,762 shares; 2025Q2: 110,188 shares; 2025Q3: 118,785 shares; 2025Q4: 95,701 shares 95,701 $4.54M 1.1% -23,084 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: 7,626 shares; 2024Q4: 7,771 shares; 2025Q1: 7,646 shares; 2025Q2: 7,272 shares; 2025Q3: 6,792 shares; 2025Q4: 6,441 shares 6,441 $4.39M 1.06% -351 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 158,661 shares 158,661 $4.34M 1.05% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,956 shares; 2024Q4: 94,373 shares; 2025Q1: 94,373 shares; 2025Q2: 100,579 shares; 2025Q3: 101,977 shares; 2025Q4: 102,152 shares 102,152 $4.04M 0.98% +175 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 139,159 shares; 2025Q1: 137,570 shares; 2025Q2: 204,530 shares; 2025Q3: 221,937 shares; 2025Q4: 143,243 shares 143,243 $3.95M 0.95% -78,694 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $3.77M 0.91% 0 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: 11,096 shares; 2024Q4: 11,235 shares; 2025Q1: 11,235 shares; 2025Q2: 11,325 shares; 2025Q3: 11,693 shares; 2025Q4: 11,697 shares 11,697 $3.77M 0.91% +4 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 20,112 shares; 2025Q1: 20,112 shares; 2025Q2: 43,874 shares; 2025Q3: 29,992 shares; 2025Q4: 32,992 shares 32,992 $3.66M 0.89% +3,000 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: 15,586 shares; 2024Q4: 17,634 shares; 2025Q1: 17,634 shares; 2025Q2: 16,690 shares; 2025Q3: 15,672 shares; 2025Q4: 15,299 shares 15,299 $3.53M 0.85% -373 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: 7,143 shares; 2024Q4: 7,126 shares; 2025Q1: 7,126 shares; 2025Q2: 7,365 shares; 2025Q3: 6,955 shares; 2025Q4: 6,939 shares 6,939 $3.49M 0.84% -16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116,816 shares; 2025Q3: 117,373 shares; 2025Q4: 121,869 shares 121,869 $3.34M 0.81% +4,496 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,742 shares; 2024Q4: 74,742 shares; 2025Q1: 74,742 shares; 2025Q2: 74,742 shares; 2025Q3: 74,742 shares; 2025Q4: 74,742 shares 74,742 $3.31M 0.8% 0 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: 5,700 shares; 2024Q4: 4,792 shares; 2025Q1: 4,792 shares; 2025Q2: 5,467 shares; 2025Q3: 5,136 shares; 2025Q4: 4,826 shares 4,826 $3.31M 0.8% -310 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,391 shares; 2025Q1: 16,233 shares; 2025Q2: 22,036 shares; 2025Q3: 23,576 shares; 2025Q4: 54,973 shares 54,973 $3.18M 0.77% +31,397 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120,605 shares 120,605 $3.18M 0.77% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,150 shares; 2024Q4: 21,731 shares; 2025Q1: 21,731 shares; 2025Q2: 19,383 shares; 2025Q3: 31,863 shares; 2025Q4: 31,745 shares 31,745 $3.15M 0.76% -118 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: 3,042 shares; 2024Q4: 2,975 shares; 2025Q1: 2,975 shares; 2025Q2: 7,374 shares; 2025Q3: 8,288 shares; 2025Q4: 7,840 shares 7,840 $3.11M 0.75% -448 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: 159,090 shares; 2024Q4: 97,384 shares; 2025Q1: 96,144 shares; 2025Q2: 105,399 shares; 2025Q3: 108,260 shares; 2025Q4: 110,508 shares 110,508 $3.05M 0.74% +2,248 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: 23,139 shares; 2024Q4: 26,501 shares; 2025Q1: 26,501 shares; 2025Q2: 63,797 shares; 2025Q3: 61,605 shares; 2025Q4: 66,644 shares 66,644 $2.91M 0.7% +5,039 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: 8,862 shares; 2024Q4: 9,018 shares; 2025Q1: 9,018 shares; 2025Q2: 8,585 shares; 2025Q3: 8,487 shares; 2025Q4: 8,491 shares 8,491 $2.78M 0.67% +4 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: 43,260 shares; 2024Q4: 41,946 shares; 2025Q1: 41,946 shares; 2025Q2: 38,894 shares; 2025Q3: 49,966 shares; 2025Q4: 67,541 shares 67,541 $2.75M 0.67% +17,575 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,866 shares; 2024Q4: 65,262 shares; 2025Q1: 65,262 shares; 2025Q2: 40,910 shares; 2025Q3: 40,962 shares; 2025Q4: 47,179 shares 47,179 $2.68M 0.65% +6,217 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: 4,681 shares; 2024Q4: 4,666 shares; 2025Q1: 4,666 shares; 2025Q2: 4,786 shares; 2025Q3: 4,872 shares; 2025Q4: 4,271 shares 4,271 $2.62M 0.63% -601 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: 11,894 shares; 2024Q4: 13,871 shares; 2025Q1: 13,871 shares; 2025Q2: 23,261 shares; 2025Q3: 23,179 shares; 2025Q4: 23,347 shares 23,347 $2.6M 0.63% +168 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: 8,492 shares; 2024Q4: 8,438 shares; 2025Q1: 8,438 shares; 2025Q2: 8,267 shares; 2025Q3: 7,962 shares; 2025Q4: 7,616 shares 7,616 $2.55M 0.62% -346 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,271 shares; 2025Q1: 41,951 shares; 2025Q2: 57,729 shares; 2025Q3: 60,392 shares; 2025Q4: 62,100 shares 62,100 $2.54M 0.61% +1,708 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: 4,346 shares; 2024Q4: 4,373 shares; 2025Q1: 4,373 shares; 2025Q2: 4,257 shares; 2025Q3: 4,338 shares; 2025Q4: 4,383 shares 4,383 $2.51M 0.61% +45 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,924 shares; 2025Q1: 14,782 shares; 2025Q2: 22,670 shares; 2025Q3: 24,396 shares; 2025Q4: 36,398 shares 36,398 $2.34M 0.57% +12,002 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,097 shares; 2024Q4: 25,013 shares; 2025Q1: 25,013 shares; 2025Q2: 18,204 shares; 2025Q3: 17,619 shares; 2025Q4: 16,609 shares 16,609 $2.27M 0.55% -1,010 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,458 shares; 2025Q1: 9,458 shares; 2025Q2: 17,591 shares; 2025Q3: 17,350 shares; 2025Q4: 17,085 shares 17,085 $2.24M 0.54% -265 Timeline SPBC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,940 shares; 2024Q4: 31,925 shares; 2025Q1: 31,868 shares; 2025Q2: 41,529 shares; 2025Q3: 40,518 shares; 2025Q4: 48,480 shares 48,480 $2.17M 0.52% +7,962 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,629 shares; 2024Q4: 42,554 shares; 2025Q1: 42,554 shares; 2025Q2: 54,444 shares; 2025Q3: 43,877 shares; 2025Q4: 42,490 shares 42,490 $2.14M 0.52% -1,387 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: 75,100 shares; 2024Q4: 75,757 shares; 2025Q1: 75,757 shares; 2025Q2: 76,902 shares; 2025Q3: 76,900 shares; 2025Q4: 76,628 shares 76,628 $2.11M 0.51% -272 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,408 shares 83,408 $2.07M 0.5% new Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,300 shares; 2025Q1: 11,128 shares; 2025Q2: 18,243 shares; 2025Q3: 18,597 shares; 2025Q4: 41,145 shares 41,145 $2.07M 0.5% +22,548 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,656 shares; 2024Q4: 13,488 shares; 2025Q1: 13,488 shares; 2025Q2: 25,491 shares; 2025Q3: 38,723 shares; 2025Q4: 38,723 shares 38,723 $2.07M 0.5% 0 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,197 shares 94,197 $2.06M 0.5% new Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 117,135 shares 117,135 $2.05M 0.5% new Timeline JBBB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,182 shares; 2025Q3: 43,405 shares; 2025Q4: 42,087 shares 42,087 $2.01M 0.49% -1,318 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,956 shares; 2024Q4: 64,408 shares; 2025Q1: 64,408 shares; 2025Q2: 45,430 shares; 2025Q3: 44,987 shares; 2025Q4: 47,397 shares 47,397 $1.99M 0.48% +2,410 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: 6,884 shares; 2024Q4: 7,042 shares; 2025Q1: 7,042 shares; 2025Q2: 6,582 shares; 2025Q3: 6,629 shares; 2025Q4: 12,027 shares 12,027 $1.95M 0.47% +5,398 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,877 shares; 2024Q4: 1,862 shares; 2025Q1: 1,862 shares; 2025Q2: 5,415 shares; 2025Q3: 2,401 shares; 2025Q4: 4,294 shares 4,294 $1.93M 0.47% +1,893 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: 13,993 shares; 2024Q4: 15,454 shares; 2025Q1: 15,454 shares; 2025Q2: 8,390 shares; 2025Q3: 7,532 shares; 2025Q4: 9,673 shares 9,673 $1.92M 0.46% +2,141 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: 33,724 shares; 2024Q4: 29,581 shares; 2025Q1: 29,581 shares; 2025Q2: 29,443 shares; 2025Q3: 28,909 shares; 2025Q4: 30,365 shares 30,365 $1.9M 0.46% +1,456 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,579 shares; 2025Q1: 34,264 shares; 2025Q2: 50,783 shares; 2025Q3: 55,473 shares; 2025Q4: 63,648 shares 63,648 $1.87M 0.45% +8,175 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,671 shares; 2024Q4: 39,263 shares; 2025Q1: 39,263 shares; 2025Q2: 45,177 shares; 2025Q3: 66,476 shares; 2025Q4: 50,355 shares 50,355 $1.86M 0.45% -16,121 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: 35,672 shares; 2024Q4: 35,926 shares; 2025Q1: 35,926 shares; 2025Q2: 38,973 shares; 2025Q3: 38,577 shares; 2025Q4: 38,380 shares 38,380 $1.84M 0.44% -197 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,800 shares; 2025Q3: 109,460 shares; 2025Q4: 115,486 shares 115,486 $1.82M 0.44% +6,026 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,881 shares; 2024Q4: 69,237 shares; 2025Q1: 69,237 shares; 2025Q2: 71,749 shares; 2025Q3: 69,318 shares; 2025Q4: 75,148 shares 75,148 $1.73M 0.42% +5,830 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: 28,513 shares; 2024Q4: 28,601 shares; 2025Q1: 28,601 shares; 2025Q2: 28,580 shares; 2025Q3: 29,268 shares; 2025Q4: 29,484 shares 29,484 $1.73M 0.42% +216 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,981 shares; 2024Q4: 27,843 shares; 2025Q1: 27,843 shares; 2025Q2: 47,965 shares; 2025Q3: 49,133 shares; 2025Q4: 51,948 shares 51,948 $1.7M 0.41% +2,815 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,550 shares; 2024Q4: 88,056 shares; 2025Q1: 88,056 shares; 2025Q2: 95,571 shares; 2025Q3: 95,999 shares; 2025Q4: 125,824 shares 125,824 $1.65M 0.4% +29,825 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: 69,050 shares; 2024Q4: 44,996 shares; 2025Q1: 44,914 shares; 2025Q2: 43,621 shares; 2025Q3: 45,338 shares; 2025Q4: 45,353 shares 45,353 $1.57M 0.38% +15 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: 5,601 shares; 2024Q4: 5,485 shares; 2025Q1: 5,485 shares; 2025Q2: 5,405 shares; 2025Q3: 5,358 shares; 2025Q4: 10,804 shares 10,804 $1.56M 0.38% +5,446 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,390 shares; 2025Q3: 15,917 shares; 2025Q4: 15,570 shares 15,570 $1.52M 0.37% -347 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: 6,145 shares; 2024Q4: 6,010 shares; 2025Q1: 6,010 shares; 2025Q2: 6,744 shares; 2025Q3: 6,687 shares; 2025Q4: 6,659 shares 6,659 $1.52M 0.37% -28 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: 41,455 shares; 2024Q4: 12,222 shares; 2025Q1: 12,186 shares; 2025Q2: 13,498 shares; 2025Q3: 12,809 shares; 2025Q4: 14,737 shares 14,737 $1.45M 0.35% +1,928 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,639 shares; 2025Q1: 1,639 shares; 2025Q2: 4,197 shares; 2025Q3: 4,564 shares; 2025Q4: 4,028 shares 4,028 $1.42M 0.34% -536 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: 7,633 shares; 2024Q4: 7,633 shares; 2025Q1: 7,633 shares; 2025Q2: 5,023 shares; 2025Q3: 5,024 shares; 2025Q4: 5,024 shares 5,024 $1.36M 0.33% 0 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: 4,153 shares; 2024Q4: 4,143 shares; 2025Q1: 4,143 shares; 2025Q2: 4,508 shares; 2025Q3: 4,199 shares; 2025Q4: 4,247 shares 4,247 $1.33M 0.32% +48 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,674 shares; 2025Q4: 11,430 shares 11,430 $1.29M 0.31% +3,756 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: not reported; 2024Q4: 4,240 shares; 2025Q1: 4,240 shares; 2025Q2: 16,117 shares; 2025Q3: 14,901 shares; 2025Q4: 15,540 shares 15,540 $1.26M 0.3% +639 Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,245 shares 9,245 $1.25M 0.3% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,736 shares; 2024Q4: 14,267 shares; 2025Q1: 14,267 shares; 2025Q2: 6,297 shares; 2025Q3: 4,792 shares; 2025Q4: 5,036 shares 5,036 $1.24M 0.3% +244 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,414 shares; 2024Q4: 15,426 shares; 2025Q1: 15,426 shares; 2025Q2: 15,872 shares; 2025Q3: 16,136 shares; 2025Q4: 16,575 shares 16,575 $1.22M 0.29% +439 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,875 shares; 2025Q1: 7,875 shares; 2025Q2: 6,743 shares; 2025Q3: 7,214 shares; 2025Q4: 20,326 shares 20,326 $1.2M 0.29% +13,112 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,798 shares; 2024Q4: 38,979 shares; 2025Q1: 38,979 shares; 2025Q2: 40,416 shares; 2025Q3: 39,467 shares; 2025Q4: 39,749 shares 39,749 $1.17M 0.28% +282 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,846 shares 34,846 $1.17M 0.28% new 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: 2,871 shares; 2024Q4: 2,517 shares; 2025Q1: 2,517 shares; 2025Q2: 2,708 shares; 2025Q3: 7,716 shares; 2025Q4: 7,642 shares 7,642 $1.16M 0.28% -74 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: not reported; 2024Q4: 9,471 shares; 2025Q1: 9,302 shares; 2025Q2: 15,902 shares; 2025Q3: 16,521 shares; 2025Q4: 22,748 shares 22,748 $1.14M 0.28% +6,227 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,749 shares 43,749 $1.11M 0.27% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,102 shares; 2024Q4: 12,103 shares; 2025Q1: 12,103 shares; 2025Q2: 11,212 shares; 2025Q3: 10,666 shares; 2025Q4: 10,582 shares 10,582 $1.1M 0.27% -84 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 1,830 shares; 2025Q1: 1,830 shares; 2025Q2: 1,832 shares; 2025Q3: 1,765 shares; 2025Q4: 1,649 shares 1,649 $1.09M 0.26% -116 Timeline BKLN 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: 133,899 shares; 2024Q4: 102,775 shares; 2025Q1: 102,775 shares; 2025Q2: 67,443 shares; 2025Q3: 65,519 shares; 2025Q4: 51,839 shares 51,839 $1.09M 0.26% -13,680 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,311 shares 2,311 $1.09M 0.26% 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: 19,439 shares; 2024Q4: 19,231 shares; 2025Q1: 17,831 shares; 2025Q2: 18,348 shares; 2025Q3: 18,437 shares; 2025Q4: 17,867 shares 17,867 $1.08M 0.26% -570 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,470 shares; 2025Q4: 12,469 shares 12,469 $1.07M 0.26% -1 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,125 shares; 2024Q4: 5,176 shares; 2025Q1: 5,176 shares; 2025Q2: 5,182 shares; 2025Q3: 5,185 shares; 2025Q4: 5,093 shares 5,093 $1.06M 0.26% -92 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: 23,917 shares; 2024Q4: 24,921 shares; 2025Q1: 24,921 shares; 2025Q2: 21,039 shares; 2025Q3: 21,027 shares; 2025Q4: 21,027 shares 21,027 $1.06M 0.26% 0 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: 3,115 shares; 2024Q4: 3,042 shares; 2025Q1: 3,042 shares; 2025Q2: 1,655 shares; 2025Q3: 1,650 shares; 2025Q4: 1,677 shares 1,677 $1.05M 0.25% +27 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,685 shares; 2024Q4: 4,583 shares; 2025Q1: 4,583 shares; 2025Q2: 27,280 shares; 2025Q3: 14,688 shares; 2025Q4: 13,812 shares 13,812 $1.04M 0.25% -876 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,421 shares; 2025Q3: 27,339 shares; 2025Q4: 31,300 shares 31,300 $1.02M 0.25% +3,961 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,319 shares; 2025Q1: 7,319 shares; 2025Q2: 7,272 shares; 2025Q3: 5,689 shares; 2025Q4: 5,658 shares 5,658 $1.01M 0.24% -31 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,440 shares; 2024Q4: 11,189 shares; 2025Q1: 11,189 shares; 2025Q2: 15,820 shares; 2025Q3: 19,895 shares; 2025Q4: 19,867 shares 19,867 $1.01M 0.24% -28 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: 8,334 shares; 2024Q4: 7,050 shares; 2025Q1: 7,050 shares; 2025Q2: 28,356 shares; 2025Q3: 28,193 shares; 2025Q4: 28,138 shares 28,138 $977K 0.24% -55 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,999 shares; 2025Q3: 4,434 shares; 2025Q4: 4,556 shares 4,556 $975K 0.24% +122 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: 9,195 shares; 2024Q4: 9,370 shares; 2025Q1: 9,370 shares; 2025Q2: 12,463 shares; 2025Q3: 13,812 shares; 2025Q4: 14,933 shares 14,933 $962K 0.23% +1,121 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: 1,032 shares; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 969 shares; 2025Q3: 885 shares; 2025Q4: 887 shares 887 $954K 0.23% +2 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: 1,975 shares; 2025Q1: 1,975 shares; 2025Q2: 2,170 shares; 2025Q3: 2,156 shares; 2025Q4: 2,236 shares 2,236 $953K 0.23% +80 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,292 shares; 2025Q3: 30,425 shares; 2025Q4: 40,007 shares 40,007 $953K 0.23% +9,582 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,420 shares; 2024Q4: 7,790 shares; 2025Q1: 7,790 shares; 2025Q2: 5,959 shares; 2025Q3: 5,221 shares; 2025Q4: 6,081 shares 6,081 $952K 0.23% +860 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: 27,380 shares; 2024Q4: 18,848 shares; 2025Q1: 18,848 shares; 2025Q2: 12,653 shares; 2025Q3: 12,272 shares; 2025Q4: 9,420 shares 9,420 $945K 0.23% -2,852 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: 1,614 shares; 2024Q4: 1,662 shares; 2025Q1: 1,662 shares; 2025Q2: 1,527 shares; 2025Q3: 1,583 shares; 2025Q4: 1,642 shares 1,642 $937K 0.23% +59 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,847 shares; 2025Q1: 3,432 shares; 2025Q2: 4,304 shares; 2025Q3: 4,661 shares; 2025Q4: 4,789 shares 4,789 $917K 0.22% +128 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: 2,327 shares; 2024Q4: 2,432 shares; 2025Q1: 2,432 shares; 2025Q2: 2,459 shares; 2025Q3: 2,482 shares; 2025Q4: 2,540 shares 2,540 $915K 0.22% +58 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,934 shares; 2024Q4: 7,934 shares; 2025Q1: 7,934 shares; 2025Q2: 7,764 shares; 2025Q3: 7,519 shares; 2025Q4: 7,214 shares 7,214 $889K 0.21% -305 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,461 shares; 2025Q4: 35,509 shares 35,509 $884K 0.21% +1,048 Timeline JBND 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: 11,877 shares; 2024Q4: 9,889 shares; 2025Q1: 9,889 shares; 2025Q2: 11,400 shares; 2025Q3: 11,864 shares; 2025Q4: 15,946 shares 15,946 $862K 0.21% +4,082 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: 2,583 shares; 2024Q4: 2,649 shares; 2025Q1: 2,649 shares; 2025Q2: 2,661 shares; 2025Q3: 2,718 shares; 2025Q4: 2,744 shares 2,744 $861K 0.21% +26 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 3,803 shares; 2025Q1: 3,803 shares; 2025Q2: 3,712 shares; 2025Q3: 3,762 shares; 2025Q4: 3,726 shares 3,726 $858K 0.21% -36 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,730 shares; 2024Q4: 28,630 shares; 2025Q1: 28,630 shares; 2025Q2: 29,949 shares; 2025Q3: 29,109 shares; 2025Q4: 35,439 shares 35,439 $852K 0.21% +6,330 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,473 shares 1,473 $851K 0.21% new Timeline DXJ 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: 12,332 shares; 2024Q4: 7,323 shares; 2025Q1: 7,323 shares; 2025Q2: 5,262 shares; 2025Q3: 5,000 shares; 2025Q4: 5,898 shares 5,898 $850K 0.21% +898 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,945 shares 10,945 $843K 0.2% new 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: 1,718 shares; 2024Q4: 1,771 shares; 2025Q1: 1,771 shares; 2025Q2: 2,406 shares; 2025Q3: 2,266 shares; 2025Q4: 2,422 shares 2,422 $838K 0.2% +156 Timeline VGLT 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: 53,477 shares; 2024Q4: 22,482 shares; 2025Q1: 22,482 shares; 2025Q2: not reported; 2025Q3: 41,167 shares; 2025Q4: 14,960 shares 14,960 $835K 0.2% -26,207 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,549 shares; 2025Q1: 22,127 shares; 2025Q2: 33,786 shares; 2025Q3: 34,632 shares; 2025Q4: 38,458 shares 38,458 $833K 0.2% +3,826 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,170 shares; 2025Q4: 6,093 shares 6,093 $823K 0.2% -77 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: 4,493 shares; 2024Q4: 5,057 shares; 2025Q1: 5,057 shares; 2025Q2: 4,680 shares; 2025Q3: 4,720 shares; 2025Q4: 4,938 shares 4,938 $795K 0.19% +218 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: 4,971 shares; 2024Q4: 4,414 shares; 2025Q1: 4,414 shares; 2025Q2: 3,363 shares; 2025Q3: 3,573 shares; 2025Q4: 3,837 shares 3,837 $794K 0.19% +264 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,352 shares; 2025Q4: 6,498 shares 6,498 $791K 0.19% +4,146 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: 4,445 shares; 2024Q4: 4,309 shares; 2025Q1: 4,309 shares; 2025Q2: 3,610 shares; 2025Q3: 3,619 shares; 2025Q4: 4,051 shares 4,051 $790K 0.19% +432 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: 8,088 shares; 2024Q4: 7,103 shares; 2025Q1: 7,103 shares; 2025Q2: 6,256 shares; 2025Q3: 6,167 shares; 2025Q4: 6,444 shares 6,444 $776K 0.19% +277 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: 1,633 shares; 2024Q4: 1,584 shares; 2025Q1: 1,584 shares; 2025Q2: 2,410 shares; 2025Q3: 2,373 shares; 2025Q4: 2,505 shares 2,505 $772K 0.19% +132 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,701 shares; 2024Q4: 5,068 shares; 2025Q1: 5,068 shares; 2025Q2: 3,649 shares; 2025Q3: 3,645 shares; 2025Q4: 4,385 shares 4,385 $769K 0.19% +740 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,263 shares; 2024Q4: 41,768 shares; 2025Q1: 41,768 shares; 2025Q2: 12,608 shares; 2025Q3: 13,031 shares; 2025Q4: 13,062 shares 13,062 $759K 0.18% +31 Timeline ALMU AELUMA INC More: the full row for AELUMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,100 shares 43,100 $740K 0.18% new Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,434 shares; 2025Q3: 12,609 shares; 2025Q4: 12,079 shares 12,079 $739K 0.18% -530 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,554 shares; 2024Q4: 10,696 shares; 2025Q1: 10,696 shares; 2025Q2: not reported; 2025Q3: 30,558 shares; 2025Q4: 30,361 shares 30,361 $729K 0.18% -197 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: 2,883 shares; 2024Q4: 2,874 shares; 2025Q1: 2,874 shares; 2025Q2: 4,863 shares; 2025Q3: 4,687 shares; 2025Q4: 6,065 shares 6,065 $729K 0.18% +1,378 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,039 shares; 2024Q4: 14,425 shares; 2025Q1: 14,425 shares; 2025Q2: 13,594 shares; 2025Q3: 12,539 shares; 2025Q4: 10,780 shares 10,780 $716K 0.17% -1,759 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: 2,164 shares; 2024Q4: 3,772 shares; 2025Q1: 3,772 shares; 2025Q2: 1,974 shares; 2025Q3: 2,060 shares; 2025Q4: 2,072 shares 2,072 $713K 0.17% +12 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,905 shares; 2025Q3: 15,600 shares; 2025Q4: 15,735 shares 15,735 $706K 0.17% +135 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: 15,876 shares; 2024Q4: 12,735 shares; 2025Q1: 12,735 shares; 2025Q2: 12,717 shares; 2025Q3: 12,729 shares; 2025Q4: 12,780 shares 12,780 $687K 0.17% +51 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,272 shares; 2024Q4: 18,175 shares; 2025Q1: 16,575 shares; 2025Q2: 16,631 shares; 2025Q3: 17,183 shares; 2025Q4: 16,633 shares 16,633 $686K 0.17% -550 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: 3,754 shares; 2024Q4: 3,754 shares; 2025Q1: 3,754 shares; 2025Q2: 2,776 shares; 2025Q3: 2,948 shares; 2025Q4: 7,545 shares 7,545 $675K 0.16% +4,597 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: 2,156 shares; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: 2,223 shares; 2025Q3: 2,313 shares; 2025Q4: 2,202 shares 2,202 $673K 0.16% -111 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,470 shares; 2025Q4: 7,254 shares 7,254 $670K 0.16% +4,784 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,280 shares; 2025Q4: 7,521 shares 7,521 $654K 0.16% +241 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,379 shares; 2025Q4: 1,449 shares 1,449 $646K 0.16% +70 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,943 shares 5,943 $637K 0.15% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,759 shares 3,759 $631K 0.15% new 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: 1,568 shares; 2024Q4: 1,668 shares; 2025Q1: 1,668 shares; 2025Q2: 1,846 shares; 2025Q3: 1,842 shares; 2025Q4: 1,760 shares 1,760 $617K 0.15% -82 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: 11,414 shares; 2024Q4: 6,924 shares; 2025Q1: 6,924 shares; 2025Q2: 5,088 shares; 2025Q3: 5,008 shares; 2025Q4: 6,290 shares 6,290 $606K 0.15% +1,282 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: 766 shares; 2024Q4: 789 shares; 2025Q1: 751 shares; 2025Q2: 1,079 shares; 2025Q3: 1,014 shares; 2025Q4: 1,047 shares 1,047 $593K 0.14% +33 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: 4,299 shares; 2024Q4: 4,422 shares; 2025Q1: 4,322 shares; 2025Q2: 5,281 shares; 2025Q3: 4,679 shares; 2025Q4: 4,651 shares 4,651 $583K 0.14% -28 Timeline FLLA 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: 16,069 shares; 2024Q4: 18,286 shares; 2025Q1: 18,286 shares; 2025Q2: 22,307 shares; 2025Q3: 22,460 shares; 2025Q4: 23,780 shares 23,780 $573K 0.14% +1,320 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: 642 shares; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 597 shares; 2025Q3: 598 shares; 2025Q4: 652 shares 652 $562K 0.14% +54 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: 4,029 shares; 2024Q4: 3,618 shares; 2025Q1: 3,618 shares; 2025Q2: 3,221 shares; 2025Q3: 3,029 shares; 2025Q4: 2,888 shares 2,888 $552K 0.13% -141 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,157 shares 8,157 $548K 0.13% new Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,950 shares; 2025Q3: 8,750 shares; 2025Q4: 8,750 shares 8,750 $542K 0.13% 0 Timeline PRAX PRAXIS PRECISION MEDICINES I More: the full row for PRAXIS PRECISION MEDICINES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,820 shares 1,820 $536K 0.13% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,237 shares; 2025Q1: 1,212 shares; 2025Q2: 1,262 shares; 2025Q3: 1,232 shares; 2025Q4: 1,183 shares 1,183 $536K 0.13% -49 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: 15,531 shares; 2024Q4: 16,026 shares; 2025Q1: 13,826 shares; 2025Q2: 13,493 shares; 2025Q3: 13,229 shares; 2025Q4: 13,128 shares 13,128 $528K 0.13% -101 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: 1,623 shares; 2024Q4: 1,807 shares; 2025Q1: 1,807 shares; 2025Q2: 1,810 shares; 2025Q3: 1,795 shares; 2025Q4: 2,043 shares 2,043 $527K 0.13% +248 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,027 shares; 2025Q1: 1,027 shares; 2025Q2: 1,255 shares; 2025Q3: 1,084 shares; 2025Q4: 924 shares 924 $525K 0.13% -160 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: 1,739 shares; 2024Q4: 1,786 shares; 2025Q1: 1,786 shares; 2025Q2: 1,634 shares; 2025Q3: 5,298 shares; 2025Q4: 1,760 shares 1,760 $521K 0.13% -3,538 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 4,050 shares; 2025Q4: 3,650 shares 3,650 $516K 0.12% -400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,071 shares; 2025Q3: 6,061 shares; 2025Q4: 6,062 shares 6,062 $511K 0.12% +1 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,044 shares 7,044 $505K 0.12% new 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: 38,371 shares; 2024Q4: 22,683 shares; 2025Q1: 22,683 shares; 2025Q2: 14,535 shares; 2025Q3: 13,227 shares; 2025Q4: 13,204 shares 13,204 $486K 0.12% -23 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,060 shares; 2024Q4: 3,910 shares; 2025Q1: 3,910 shares; 2025Q2: 3,810 shares; 2025Q3: 3,810 shares; 2025Q4: 3,811 shares 3,811 $486K 0.12% +1 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: 5,546 shares; 2024Q4: 15,189 shares; 2025Q1: 15,189 shares; 2025Q2: 17,404 shares; 2025Q3: 16,976 shares; 2025Q4: 18,500 shares 18,500 $485K 0.12% +1,524 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: 14,896 shares; 2024Q4: 11,958 shares; 2025Q1: 11,958 shares; 2025Q2: 10,644 shares; 2025Q3: 10,485 shares; 2025Q4: 10,303 shares 10,303 $481K 0.12% -182 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,470 shares; 2024Q4: 9,581 shares; 2025Q1: 9,581 shares; 2025Q2: 13,926 shares; 2025Q3: 14,295 shares; 2025Q4: 11,014 shares 11,014 $480K 0.12% -3,281 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: 3,630 shares; 2024Q4: 3,615 shares; 2025Q1: 3,615 shares; 2025Q2: 3,378 shares; 2025Q3: 3,067 shares; 2025Q4: 3,367 shares 3,367 $475K 0.11% +300 Timeline FLBR 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: 20,689 shares; 2024Q4: 22,529 shares; 2025Q1: 22,529 shares; 2025Q2: 24,197 shares; 2025Q3: 24,459 shares; 2025Q4: 24,879 shares 24,879 $474K 0.11% +420 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,143 shares 1,143 $472K 0.11% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,589 shares 4,589 $471K 0.11% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,117 shares; 2024Q4: 4,797 shares; 2025Q1: 4,797 shares; 2025Q2: 5,229 shares; 2025Q3: 5,187 shares; 2025Q4: 5,234 shares 5,234 $468K 0.11% +47 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,024 shares 3,024 $463K 0.11% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 846 shares; 2025Q3: 1,652 shares; 2025Q4: 701 shares 701 $458K 0.11% -951 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,883 shares; 2025Q3: 17,431 shares; 2025Q4: 16,747 shares 16,747 $456K 0.11% -684 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: 1,200 shares; 2024Q4: 2,576 shares; 2025Q1: 2,576 shares; 2025Q2: 3,199 shares; 2025Q3: 1,200 shares; 2025Q4: 2,512 shares 2,512 $455K 0.11% +1,312 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: 2,404 shares; 2024Q4: 2,365 shares; 2025Q1: 2,365 shares; 2025Q2: 2,001 shares; 2025Q3: 1,909 shares; 2025Q4: 1,636 shares 1,636 $453K 0.11% -273 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,350 shares; 2025Q4: 5,861 shares 5,861 $448K 0.11% +1,511 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: 15,165 shares; 2024Q4: 16,305 shares; 2025Q1: 16,305 shares; 2025Q2: 16,305 shares; 2025Q3: 16,727 shares; 2025Q4: 16,902 shares 16,902 $444K 0.11% +175 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,461 shares; 2024Q4: 25,439 shares; 2025Q1: 24,639 shares; 2025Q2: 11,066 shares; 2025Q3: 10,391 shares; 2025Q4: 9,991 shares 9,991 $443K 0.11% -400 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,940 shares; 2024Q4: 2,940 shares; 2025Q1: 2,940 shares; 2025Q2: 2,940 shares; 2025Q3: 2,680 shares; 2025Q4: 2,680 shares 2,680 $439K 0.11% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,638 shares 4,638 $436K 0.11% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,859 shares; 2025Q4: 5,165 shares 5,165 $432K 0.1% -5,694 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,739 shares; 2025Q4: 7,669 shares 7,669 $426K 0.1% -70 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: 5,736 shares; 2024Q4: 10,986 shares; 2025Q1: 10,986 shares; 2025Q2: 11,508 shares; 2025Q3: 11,058 shares; 2025Q4: 10,964 shares 10,964 $420K 0.1% -94 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,646 shares; 2025Q3: 7,193 shares; 2025Q4: 8,848 shares 8,848 $414K 0.1% +1,655 Timeline SMDV 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: 6,050 shares; 2024Q4: 6,774 shares; 2025Q1: 6,774 shares; 2025Q2: 6,640 shares; 2025Q3: 6,529 shares; 2025Q4: 6,231 shares 6,231 $412K 0.1% -298 Timeline DFUS 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: 4,110 shares; 2024Q4: 4,110 shares; 2025Q1: 4,110 shares; 2025Q2: 5,407 shares; 2025Q3: 5,532 shares; 2025Q4: 5,533 shares 5,533 $410K 0.1% +1 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,358 shares; 2025Q4: 7,212 shares 7,212 $409K 0.1% +854 Timeline KARO KAROOOOO LTD More: the full row for KAROOOOO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,949 shares 8,949 $407K 0.1% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 959 shares; 2025Q3: 1,196 shares; 2025Q4: 1,288 shares 1,288 $391K 0.09% +92 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,091 shares; 2025Q3: 3,732 shares; 2025Q4: 4,538 shares 4,538 $387K 0.09% +806 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 417 shares; 2025Q4: 422 shares 422 $382K 0.09% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,599 shares 7,599 $382K 0.09% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,374 shares; 2024Q4: 3,375 shares; 2025Q1: 3,375 shares; 2025Q2: 3,227 shares; 2025Q3: 1,136 shares; 2025Q4: 1,107 shares 1,107 $373K 0.09% -29 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,322 shares; 2024Q4: 6,701 shares; 2025Q1: 6,701 shares; 2025Q2: 9,924 shares; 2025Q3: 7,810 shares; 2025Q4: 7,739 shares 7,739 $372K 0.09% -71 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: 2,313 shares; 2024Q4: 2,254 shares; 2025Q1: 2,254 shares; 2025Q2: 2,435 shares; 2025Q3: 2,459 shares; 2025Q4: 2,597 shares 2,597 $372K 0.09% +138 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,113 shares; 2025Q3: 1,252 shares; 2025Q4: 1,482 shares 1,482 $372K 0.09% +230 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: 303 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 644 shares; 2025Q3: 567 shares; 2025Q4: 3,940 shares 3,940 $369K 0.09% +3,373 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,997 shares 1,997 $366K 0.09% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,554 shares; 2025Q3: 2,523 shares; 2025Q4: 3,418 shares 3,418 $365K 0.09% +895 Timeline UDIV 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: 5,445 shares; 2024Q4: 6,111 shares; 2025Q1: 6,111 shares; 2025Q2: 6,613 shares; 2025Q3: 6,716 shares; 2025Q4: 6,781 shares 6,781 $360K 0.09% +65 Timeline PAVE 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: 8,687 shares; 2024Q4: 8,487 shares; 2025Q1: 8,487 shares; 2025Q2: 8,345 shares; 2025Q3: 8,110 shares; 2025Q4: 7,458 shares 7,458 $356K 0.09% -652 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: 783 shares; 2024Q4: 774 shares; 2025Q1: 774 shares; 2025Q2: 763 shares; 2025Q3: 762 shares; 2025Q4: 764 shares 764 $356K 0.09% +2 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,840 shares; 2025Q4: 7,197 shares 7,197 $348K 0.08% +1,357 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,930 shares; 2025Q4: 1,928 shares 1,928 $348K 0.08% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,790 shares; 2025Q3: 3,740 shares; 2025Q4: 3,750 shares 3,750 $343K 0.08% +10 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,821 shares; 2025Q3: 8,628 shares; 2025Q4: 9,629 shares 9,629 $339K 0.08% +1,001 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,468 shares; 2025Q3: 1,508 shares; 2025Q4: 1,538 shares 1,538 $337K 0.08% +30 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,715 shares; 2025Q3: 18,833 shares; 2025Q4: 14,137 shares 14,137 $334K 0.08% -4,696 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: 13,480 shares; 2024Q4: 12,300 shares; 2025Q1: 12,300 shares; 2025Q2: 10,167 shares; 2025Q3: 8,592 shares; 2025Q4: 6,782 shares 6,782 $333K 0.08% -1,810 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 1,383 shares; 2025Q1: 1,383 shares; 2025Q2: 1,681 shares; 2025Q3: 1,440 shares; 2025Q4: 1,509 shares 1,509 $332K 0.08% +69 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,465 shares; 2024Q4: 19,632 shares; 2025Q1: 19,632 shares; 2025Q2: 19,537 shares; 2025Q3: 19,749 shares; 2025Q4: 19,930 shares 19,930 $329K 0.08% +181 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 877 shares; 2025Q3: 845 shares; 2025Q4: 874 shares 874 $323K 0.08% +29 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,785 shares 5,785 $321K 0.08% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,133 shares; 2025Q3: 2,133 shares; 2025Q4: 2,133 shares 2,133 $318K 0.08% 0 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: 657 shares; 2024Q4: 661 shares; 2025Q1: 661 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 649 shares 649 $317K 0.08% +125 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 756 shares; 2025Q3: 653 shares; 2025Q4: 654 shares 654 $314K 0.08% +1 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,207 shares; 2025Q3: 2,293 shares; 2025Q4: 3,283 shares 3,283 $313K 0.08% +990 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,263 shares; 2025Q3: 8,257 shares; 2025Q4: 12,561 shares 12,561 $312K 0.08% +4,304 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,311 shares 2,311 $310K 0.08% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 595 shares; 2025Q4: 605 shares 605 $309K 0.07% +10 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,236 shares 13,236 $305K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,462 shares 2,462 $300K 0.07% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,403 shares; 2025Q3: 3,248 shares; 2025Q4: 3,530 shares 3,530 $299K 0.07% +282 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,141 shares; 2025Q4: 2,062 shares 2,062 $297K 0.07% -79 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,211 shares 3,211 $292K 0.07% new 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: 3,020 shares; 2024Q4: 3,021 shares; 2025Q1: 3,021 shares; 2025Q2: 2,819 shares; 2025Q3: 3,062 shares; 2025Q4: 3,283 shares 3,283 $286K 0.07% +221 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,232 shares; 2025Q1: 1,232 shares; 2025Q2: 1,178 shares; 2025Q3: 1,180 shares; 2025Q4: 1,186 shares 1,186 $286K 0.07% +6 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,172 shares; 2025Q4: 3,973 shares 3,973 $285K 0.07% -199 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: 5,034 shares; 2024Q4: 4,809 shares; 2025Q1: 4,809 shares; 2025Q2: 7,071 shares; 2025Q3: 7,335 shares; 2025Q4: 5,583 shares 5,583 $284K 0.07% -1,752 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: 3,425 shares; 2024Q4: 3,423 shares; 2025Q1: 3,423 shares; 2025Q2: 4,507 shares; 2025Q3: 4,626 shares; 2025Q4: 4,050 shares 4,050 $283K 0.07% -576 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,825 shares 2,825 $282K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,291 shares; 2025Q3: 2,422 shares; 2025Q4: 2,375 shares 2,375 $278K 0.07% -47 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,349 shares 1,349 $277K 0.07% new 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: 3,525 shares; 2024Q4: 3,649 shares; 2025Q1: 3,649 shares; 2025Q2: 3,286 shares; 2025Q3: 2,687 shares; 2025Q4: 3,306 shares 3,306 $277K 0.07% +619 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,265 shares 7,265 $277K 0.07% new 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: 1,731 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 335 shares; 2025Q4: 408 shares 408 $275K 0.07% +73 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,097 shares; 2024Q4: 5,452 shares; 2025Q1: 5,452 shares; 2025Q2: 2,593 shares; 2025Q3: 2,170 shares; 2025Q4: 2,153 shares 2,153 $274K 0.07% -17 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,915 shares 3,915 $273K 0.07% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,069 shares 8,069 $273K 0.07% new Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,879 shares; 2025Q3: 2,323 shares; 2025Q4: 2,210 shares 2,210 $269K 0.06% -113 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 691 shares; 2025Q1: 691 shares; 2025Q2: 716 shares; 2025Q3: 721 shares; 2025Q4: 671 shares 671 $262K 0.06% -50 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,855 shares; 2024Q4: 1,334 shares; 2025Q1: 1,334 shares; 2025Q2: 1,289 shares; 2025Q3: 1,279 shares; 2025Q4: 1,244 shares 1,244 $260K 0.06% -35 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,232 shares 17,232 $258K 0.06% new 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: 4,286 shares; 2024Q4: 4,286 shares; 2025Q1: 4,286 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,916 shares 3,916 $258K 0.06% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,047 shares; 2025Q3: 1,047 shares; 2025Q4: 1,051 shares 1,051 $255K 0.06% +4 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,457 shares; 2025Q3: 4,436 shares; 2025Q4: 4,565 shares 4,565 $251K 0.06% +129 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 738 shares; 2025Q3: 648 shares; 2025Q4: 738 shares 738 $249K 0.06% +90 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: 22,589 shares; 2024Q4: 16,015 shares; 2025Q1: 16,015 shares; 2025Q2: 12,901 shares; 2025Q3: 12,901 shares; 2025Q4: 4,913 shares 4,913 $248K 0.06% -7,988 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,580 shares; 2025Q1: 2,580 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares 1,140 $247K 0.06% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 1,347 shares; 2025Q1: 1,347 shares; 2025Q2: 1,347 shares; 2025Q3: 3,991 shares; 2025Q4: 1,202 shares 1,202 $244K 0.06% -2,789 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,394 shares; 2024Q4: 5,428 shares; 2025Q1: 5,428 shares; 2025Q2: 5,648 shares; 2025Q3: 5,398 shares; 2025Q4: 5,273 shares 5,273 $243K 0.06% -125 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: 170 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 217 shares; 2025Q3: 181 shares; 2025Q4: 116 shares 116 $234K 0.06% -65 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,220 shares; 2025Q3: 1,185 shares; 2025Q4: 1,177 shares 1,177 $232K 0.06% -8 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: 3,231 shares; 2024Q4: 2,967 shares; 2025Q1: 2,967 shares; 2025Q2: 5,776 shares; 2025Q3: 2,309 shares; 2025Q4: 1,834 shares 1,834 $231K 0.06% -475 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: 20,887 shares; 2024Q4: 5,531 shares; 2025Q1: 5,531 shares; 2025Q2: 2,625 shares; 2025Q3: not reported; 2025Q4: 2,263 shares 2,263 $231K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 279 shares 279 $229K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,288 shares 1,288 $229K 0.06% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 560 shares; 2025Q3: 487 shares; 2025Q4: 486 shares 486 $228K 0.06% -1 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,655 shares; 2025Q1: 6,655 shares; 2025Q2: 7,169 shares; 2025Q3: 6,655 shares; 2025Q4: 6,655 shares 6,655 $227K 0.05% 0 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: 3,791 shares; 2024Q4: 3,376 shares; 2025Q1: 3,376 shares; 2025Q2: 3,165 shares; 2025Q3: 2,787 shares; 2025Q4: 2,455 shares 2,455 $224K 0.05% -332 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,230 shares 7,230 $221K 0.05% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,562 shares; 2025Q4: 1,564 shares 1,564 $221K 0.05% +2 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,147 shares; 2025Q3: 1,061 shares; 2025Q4: 1,069 shares 1,069 $219K 0.05% +8 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 3,662 shares; 2025Q1: 3,662 shares; 2025Q2: 3,662 shares; 2025Q3: 3,362 shares; 2025Q4: 3,370 shares 3,370 $219K 0.05% +8 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: 1,749 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,020 shares 1,020 $218K 0.05% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,044 shares; 2025Q3: 1,026 shares; 2025Q4: 1,026 shares 1,026 $218K 0.05% 0 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,673 shares 1,673 $217K 0.05% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,675 shares 2,675 $216K 0.05% new Timeline KNGZ FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,926 shares 5,926 $212K 0.05% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,107 shares 2,107 $210K 0.05% new Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,016 shares; 2025Q3: 6,367 shares; 2025Q4: 4,315 shares 4,315 $207K 0.05% -2,052 Timeline DUHP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,399 shares 5,399 $205K 0.05% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,050 shares; 2024Q4: 5,550 shares; 2025Q1: 5,550 shares; 2025Q2: not reported; 2025Q3: 4,900 shares; 2025Q4: 4,912 shares 4,912 $205K 0.05% +12 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,041 shares 3,041 $204K 0.05% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,857 shares 2,857 $204K 0.05% new Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,726 shares; 2024Q4: 15,726 shares; 2025Q1: 15,726 shares; 2025Q2: 10,139 shares; 2025Q3: 10,139 shares; 2025Q4: 10,139 shares 10,139 $203K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 267 shares 267 $202K 0.05% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,677 shares; 2025Q3: 10,677 shares; 2025Q4: 10,694 shares 10,694 $186K 0.04% +17 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,424 shares; 2025Q3: 11,935 shares; 2025Q4: 11,494 shares 11,494 $165K 0.04% -441 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,880 shares 13,880 $151K 0.04% new Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 24,000 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $147K 0.04% 0 Timeline CLDT CHATHAM LODGING TR More: the full row for CHATHAM LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,191 shares; 2025Q4: 19,888 shares 19,888 $135K 0.03% -1,303 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,221 shares; 2024Q4: 11,318 shares; 2025Q1: 11,318 shares; 2025Q2: 11,318 shares; 2025Q3: 11,318 shares; 2025Q4: 11,318 shares 11,318 $132K 0.03% 0 Timeline INN SUMMIT HOTEL PPTYS More: the full row for SUMMIT HOTEL PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,298 shares; 2025Q4: 19,554 shares 19,554 $95.2K 0.02% -1,744 Timeline PALI PALISADE BIO INC More: the full row for PALISADE BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,935 shares 29,935 $70.3K 0.02% new Timeline SRG SERITAGE GROWTH PPTYS More: the full row for SERITAGE GROWTH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,840 shares; 2025Q4: 15,471 shares 15,471 $50.3K 0.01% -1,369 Timeline OVID OVID THERAPEUTICS INC More: the full row for OVID THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,600 shares 28,600 $46.6K 0.01% new Timeline