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: 1,275,136 shares; 2024Q4: 1,227,232 shares; 2025Q1: 569,760 shares; 2025Q2: 645,801 shares; 2025Q3: 698,022 shares; 2025Q4: 714,065 shares 714,065 $60.4M 6.06% +16,043 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,396,111 shares; 2025Q2: 1,979,633 shares; 2025Q3: 1,975,228 shares; 2025Q4: 1,949,885 shares 1,949,885 $43.8M 4.39% -25,343 Timeline EMXC 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: 141,921 shares; 2024Q4: 150,084 shares; 2025Q1: 427,133 shares; 2025Q2: 540,145 shares; 2025Q3: 573,426 shares; 2025Q4: 584,366 shares 584,366 $42.5M 4.26% +10,940 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,508,488 shares; 2025Q2: 1,940,071 shares; 2025Q3: 1,954,759 shares; 2025Q4: 1,934,809 shares 1,934,809 $42.5M 4.25% -19,950 Timeline IBIE 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: 1,624,158 shares; 2025Q3: 1,625,676 shares; 2025Q4: 1,628,366 shares 1,628,366 $42.3M 4.24% +2,690 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,665,322 shares; 2025Q2: 1,908,678 shares; 2025Q3: 1,927,530 shares; 2025Q4: 1,939,888 shares 1,939,888 $39.8M 3.99% +12,358 Timeline IBIG 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: 1,486,352 shares; 2025Q3: 1,479,956 shares; 2025Q4: 1,498,376 shares 1,498,376 $39M 3.91% +18,420 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: 316,592 shares; 2024Q4: 316,446 shares; 2025Q1: 267,836 shares; 2025Q2: 210,707 shares; 2025Q3: 206,892 shares; 2025Q4: 202,336 shares 202,336 $38.8M 3.88% -4,556 Timeline IEUR 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: 283,894 shares; 2025Q2: 422,719 shares; 2025Q3: 484,379 shares; 2025Q4: 510,642 shares 510,642 $36.2M 3.63% +26,263 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,367 shares; 2024Q4: 296,688 shares; 2025Q1: 256,930 shares; 2025Q2: 235,271 shares; 2025Q3: 229,202 shares; 2025Q4: 226,792 shares 226,792 $33.7M 3.38% -2,410 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: 974,990 shares; 2024Q4: 956,968 shares; 2025Q1: 847,215 shares; 2025Q2: 761,386 shares; 2025Q3: 751,373 shares; 2025Q4: 740,797 shares 740,797 $32.8M 3.29% -10,576 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: 118,197 shares; 2024Q4: 116,384 shares; 2025Q1: 112,424 shares; 2025Q2: 107,875 shares; 2025Q3: 107,548 shares; 2025Q4: 105,326 shares 105,326 $28.6M 2.87% -2,222 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582,681 shares; 2024Q4: 650,873 shares; 2025Q1: 609,915 shares; 2025Q2: 673,056 shares; 2025Q3: 594,635 shares; 2025Q4: 592,217 shares 592,217 $21.9M 2.19% -2,418 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,857 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,662 shares; 2025Q3: 15,897 shares; 2025Q4: 64,459 shares 64,459 $19.4M 1.94% +48,562 Timeline CLOI 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: 157,868 shares; 2024Q4: 206,685 shares; 2025Q1: 346,725 shares; 2025Q2: 360,791 shares; 2025Q3: 336,499 shares; 2025Q4: 357,729 shares 357,729 $18.9M 1.89% +21,230 Timeline COMT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 647,638 shares; 2025Q3: 672,791 shares; 2025Q4: 688,087 shares 688,087 $17.1M 1.72% +15,296 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,650 shares; 2024Q4: 8,761 shares; 2025Q1: 9,851 shares; 2025Q2: 330,398 shares; 2025Q3: 348,329 shares; 2025Q4: 354,031 shares 354,031 $16.6M 1.67% +5,702 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: 136,023 shares; 2024Q4: 134,978 shares; 2025Q1: 58,816 shares; 2025Q2: 67,005 shares; 2025Q3: 65,767 shares; 2025Q4: 64,197 shares 64,197 $15.8M 1.58% -1,570 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: 35,445 shares; 2024Q4: 34,724 shares; 2025Q1: 34,427 shares; 2025Q2: 32,741 shares; 2025Q3: 32,430 shares; 2025Q4: 32,210 shares 32,210 $15.6M 1.56% -220 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: 13,909 shares; 2024Q4: 15,568 shares; 2025Q1: 20,340 shares; 2025Q2: 19,912 shares; 2025Q3: 19,102 shares; 2025Q4: 19,485 shares 19,485 $14.7M 1.47% +383 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: 48,790 shares; 2024Q4: 25,176 shares; 2025Q1: 19,441 shares; 2025Q2: 15,457 shares; 2025Q3: 107,773 shares; 2025Q4: 111,204 shares 111,204 $13.7M 1.37% +3,431 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: 63,680 shares; 2024Q4: 55,098 shares; 2025Q1: 54,484 shares; 2025Q2: 69,046 shares; 2025Q3: 69,400 shares; 2025Q4: 68,202 shares 68,202 $12.7M 1.27% -1,198 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: 96,901 shares; 2024Q4: 327,184 shares; 2025Q1: 441,833 shares; 2025Q2: 432,675 shares; 2025Q3: 463,372 shares; 2025Q4: 456,327 shares 456,327 $12.5M 1.25% -7,045 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: 49,759 shares; 2024Q4: 49,031 shares; 2025Q1: 46,740 shares; 2025Q2: 46,063 shares; 2025Q3: 45,324 shares; 2025Q4: 45,049 shares 45,049 $10.4M 1.04% -275 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 181,267 shares; 2025Q1: 235,049 shares; 2025Q2: 272,965 shares; 2025Q3: 267,488 shares; 2025Q4: 253,759 shares 253,759 $8.82M 0.88% -13,729 Timeline AOR 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: 112,684 shares; 2024Q4: 114,451 shares; 2025Q1: 115,713 shares; 2025Q2: 117,249 shares; 2025Q3: 121,849 shares; 2025Q4: 124,898 shares 124,898 $8.12M 0.81% +3,049 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: 6,834 shares; 2024Q4: 6,843 shares; 2025Q1: 6,869 shares; 2025Q2: 7,366 shares; 2025Q3: 7,393 shares; 2025Q4: 7,128 shares 7,128 $7.66M 0.77% -265 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: 14,036 shares; 2024Q4: 13,795 shares; 2025Q1: 12,456 shares; 2025Q2: 12,221 shares; 2025Q3: 12,004 shares; 2025Q4: 11,863 shares 11,863 $7.44M 0.75% -141 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: 28,616 shares; 2024Q4: 28,300 shares; 2025Q1: 24,340 shares; 2025Q2: 23,354 shares; 2025Q3: 22,043 shares; 2025Q4: 22,080 shares 22,080 $7.11M 0.71% +37 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: 14,578 shares; 2024Q4: 14,879 shares; 2025Q1: 14,383 shares; 2025Q2: 14,865 shares; 2025Q3: 15,608 shares; 2025Q4: 17,040 shares 17,040 $6.75M 0.68% +1,432 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: 31,272 shares; 2024Q4: 30,578 shares; 2025Q1: 29,772 shares; 2025Q2: 31,144 shares; 2025Q3: 32,314 shares; 2025Q4: 32,077 shares 32,077 $6.64M 0.67% -237 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: 29,220 shares; 2024Q4: 28,850 shares; 2025Q1: 26,862 shares; 2025Q2: 26,626 shares; 2025Q3: 27,010 shares; 2025Q4: 27,092 shares 27,092 $6.19M 0.62% +82 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: 14,641 shares; 2024Q4: 14,511 shares; 2025Q1: 13,411 shares; 2025Q2: 12,096 shares; 2025Q3: 12,102 shares; 2025Q4: 12,110 shares 12,110 $6.09M 0.61% +8 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: 12,709 shares; 2024Q4: 12,726 shares; 2025Q1: 14,654 shares; 2025Q2: 18,223 shares; 2025Q3: 19,250 shares; 2025Q4: 19,327 shares 19,327 $6.05M 0.61% +77 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,188 shares; 2024Q4: 75,170 shares; 2025Q1: 76,238 shares; 2025Q2: 70,519 shares; 2025Q3: 68,610 shares; 2025Q4: 66,584 shares 66,584 $5.86M 0.59% -2,026 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,697 shares; 2024Q4: 16,480 shares; 2025Q1: 17,173 shares; 2025Q2: 20,385 shares; 2025Q3: 20,233 shares; 2025Q4: 18,898 shares 18,898 $5.39M 0.54% -1,335 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,473 shares; 2024Q4: 9,315 shares; 2025Q1: 6,970 shares; 2025Q2: 6,898 shares; 2025Q3: 5,970 shares; 2025Q4: 6,011 shares 6,011 $5.28M 0.53% +41 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: 34,806 shares; 2024Q4: 33,697 shares; 2025Q1: 32,708 shares; 2025Q2: 33,786 shares; 2025Q3: 33,476 shares; 2025Q4: 33,729 shares 33,729 $5.14M 0.52% +253 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: 15,800 shares; 2024Q4: 3,874 shares; 2025Q1: 3,847 shares; 2025Q2: 4,149 shares; 2025Q3: 3,904 shares; 2025Q4: 8,283 shares 8,283 $5.09M 0.51% +4,379 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: 41,653 shares; 2024Q4: 41,020 shares; 2025Q1: 40,134 shares; 2025Q2: 39,371 shares; 2025Q3: 40,315 shares; 2025Q4: 40,734 shares 40,734 $4.9M 0.49% +419 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: 83,149 shares; 2025Q1: 120,158 shares; 2025Q2: 143,297 shares; 2025Q3: 147,875 shares; 2025Q4: 173,294 shares 173,294 $4.46M 0.45% +25,419 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: 5,406 shares; 2024Q4: 5,376 shares; 2025Q1: 5,442 shares; 2025Q2: 5,252 shares; 2025Q3: 5,188 shares; 2025Q4: 5,111 shares 5,111 $4.41M 0.44% -77 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: 11,550 shares; 2024Q4: 11,672 shares; 2025Q1: 11,674 shares; 2025Q2: 12,501 shares; 2025Q3: 13,626 shares; 2025Q4: 13,288 shares 13,288 $4.17M 0.42% -338 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: 76,836 shares; 2024Q4: 75,242 shares; 2025Q1: 74,403 shares; 2025Q2: 76,631 shares; 2025Q3: 77,535 shares; 2025Q4: 76,935 shares 76,935 $4.11M 0.41% -600 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,679 shares; 2024Q4: 37,193 shares; 2025Q1: 35,415 shares; 2025Q2: 31,498 shares; 2025Q3: 29,259 shares; 2025Q4: 29,736 shares 29,736 $3.95M 0.4% +477 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,730 shares; 2024Q4: 29,416 shares; 2025Q1: 25,664 shares; 2025Q2: 24,091 shares; 2025Q3: 24,343 shares; 2025Q4: 24,573 shares 24,573 $3.93M 0.39% +230 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 145,934 shares 145,934 $3.87M 0.39% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,069 shares; 2024Q4: 161,187 shares; 2025Q1: 143,676 shares; 2025Q2: 18,821 shares; 2025Q3: 18,236 shares; 2025Q4: 17,921 shares 17,921 $3.77M 0.38% -315 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: 70,397 shares; 2024Q4: 69,397 shares; 2025Q1: 61,645 shares; 2025Q2: 61,313 shares; 2025Q3: 60,450 shares; 2025Q4: 60,154 shares 60,154 $3.68M 0.37% -296 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: 61,331 shares; 2024Q4: 62,009 shares; 2025Q1: 40,791 shares; 2025Q2: 39,659 shares; 2025Q3: 40,730 shares; 2025Q4: 40,710 shares 40,710 $3.64M 0.36% -20 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,653 shares; 2024Q4: 5,570 shares; 2025Q1: 5,286 shares; 2025Q2: 4,738 shares; 2025Q3: 4,250 shares; 2025Q4: 4,352 shares 4,352 $3.52M 0.35% +102 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,529 shares; 2024Q4: 24,858 shares; 2025Q1: 2,023 shares; 2025Q2: 7,536 shares; 2025Q3: 11,610 shares; 2025Q4: 17,554 shares 17,554 $3.51M 0.35% +5,944 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,791 shares; 2024Q4: 24,861 shares; 2025Q1: 24,796 shares; 2025Q2: 24,340 shares; 2025Q3: 24,048 shares; 2025Q4: 23,788 shares 23,788 $3.41M 0.34% -260 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: 460,362 shares; 2024Q4: 454,506 shares; 2025Q1: 279,956 shares; 2025Q2: 55,908 shares; 2025Q3: 53,650 shares; 2025Q4: 51,581 shares 51,581 $3.4M 0.34% -2,069 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: 13,416 shares; 2024Q4: 8,037 shares; 2025Q1: 5,803 shares; 2025Q2: 4,720 shares; 2025Q3: 4,624 shares; 2025Q4: 4,598 shares 4,598 $3.15M 0.32% -26 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,250 shares; 2024Q4: 67,754 shares; 2025Q1: 63,977 shares; 2025Q2: 57,252 shares; 2025Q3: 41,521 shares; 2025Q4: 39,581 shares 39,581 $3.04M 0.31% -1,940 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: 36,643 shares; 2024Q4: 38,378 shares; 2025Q1: 38,715 shares; 2025Q2: 37,259 shares; 2025Q3: 36,895 shares; 2025Q4: 36,905 shares 36,905 $3M 0.3% +10 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: 6,440 shares; 2024Q4: 6,383 shares; 2025Q1: 6,291 shares; 2025Q2: 6,465 shares; 2025Q3: 6,324 shares; 2025Q4: 6,588 shares 6,588 $2.96M 0.3% +264 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,423 shares; 2025Q1: not reported; 2025Q2: 29,416 shares; 2025Q3: 57,089 shares; 2025Q4: 54,429 shares 54,429 $2.59M 0.26% -2,660 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,740 shares; 2024Q4: 19,778 shares; 2025Q1: 19,759 shares; 2025Q2: 19,359 shares; 2025Q3: 18,116 shares; 2025Q4: 17,389 shares 17,389 $2.5M 0.25% -727 Timeline CWB 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: 3,686 shares; 2024Q4: 3,672 shares; 2025Q1: 6,691 shares; 2025Q2: 31,630 shares; 2025Q3: 29,020 shares; 2025Q4: 27,960 shares 27,960 $2.49M 0.25% -1,060 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: 17,870 shares; 2024Q4: 14,232 shares; 2025Q1: 13,566 shares; 2025Q2: 11,622 shares; 2025Q3: 11,841 shares; 2025Q4: 11,663 shares 11,663 $2.47M 0.25% -178 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: not reported; 2025Q1: not reported; 2025Q2: 5,341 shares; 2025Q3: 25,164 shares; 2025Q4: 48,626 shares 48,626 $2.46M 0.25% +23,462 Timeline AOM 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: 42,495 shares; 2024Q4: 58,337 shares; 2025Q1: 60,213 shares; 2025Q2: 58,524 shares; 2025Q3: 52,284 shares; 2025Q4: 50,405 shares 50,405 $2.41M 0.24% -1,879 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: 54,482 shares; 2024Q4: 53,452 shares; 2025Q1: 54,637 shares; 2025Q2: 57,872 shares; 2025Q3: 58,412 shares; 2025Q4: 58,972 shares 58,972 $2.4M 0.24% +560 Timeline AGZ 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: 751,689 shares; 2024Q4: 744,353 shares; 2025Q1: 404,949 shares; 2025Q2: 24,569 shares; 2025Q3: 21,624 shares; 2025Q4: 20,725 shares 20,725 $2.28M 0.23% -899 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: 45,654 shares; 2024Q4: 41,249 shares; 2025Q1: 31,567 shares; 2025Q2: 31,411 shares; 2025Q3: 33,173 shares; 2025Q4: 33,187 shares 33,187 $2.23M 0.22% +14 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,504 shares; 2024Q4: 17,776 shares; 2025Q1: 17,904 shares; 2025Q2: 17,564 shares; 2025Q3: 17,429 shares; 2025Q4: 18,507 shares 18,507 $2.17M 0.22% +1,078 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,165 shares; 2025Q4: 15,511 shares 15,511 $2.16M 0.22% -654 Timeline FNGU BANK OF MONTREAL More: the full row for BANK OF MONTREAL 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: 90,644 shares; 2025Q3: 86,684 shares; 2025Q4: 85,338 shares 85,338 $2.16M 0.22% -1,346 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: 24,509 shares; 2024Q4: 21,744 shares; 2025Q1: 22,252 shares; 2025Q2: 19,297 shares; 2025Q3: 17,691 shares; 2025Q4: 17,264 shares 17,264 $2.07M 0.21% -427 Timeline SMOT 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: 70,533 shares; 2024Q4: 79,681 shares; 2025Q1: 90,162 shares; 2025Q2: 87,833 shares; 2025Q3: 65,533 shares; 2025Q4: 56,244 shares 56,244 $2.04M 0.2% -9,289 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: 6,333 shares; 2024Q4: 6,330 shares; 2025Q1: 6,040 shares; 2025Q2: 6,713 shares; 2025Q3: 7,178 shares; 2025Q4: 6,854 shares 6,854 $2.03M 0.2% -324 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,248 shares; 2024Q4: 20,297 shares; 2025Q1: 20,290 shares; 2025Q2: 20,501 shares; 2025Q3: 22,234 shares; 2025Q4: 21,675 shares 21,675 $2.02M 0.2% -559 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: 3,175 shares; 2024Q4: 3,195 shares; 2025Q1: 3,373 shares; 2025Q2: 3,363 shares; 2025Q3: 3,049 shares; 2025Q4: 3,060 shares 3,060 $2.02M 0.2% +11 Timeline VMBS 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: 19,132 shares; 2025Q1: 27,930 shares; 2025Q2: 33,170 shares; 2025Q3: 32,880 shares; 2025Q4: 42,252 shares 42,252 $1.99M 0.2% +9,372 Timeline AMZU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,836 shares; 2024Q4: 54,278 shares; 2025Q1: 54,740 shares; 2025Q2: 52,826 shares; 2025Q3: 53,509 shares; 2025Q4: 53,157 shares 53,157 $1.86M 0.19% -352 Timeline AAPU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,926 shares; 2024Q4: 60,109 shares; 2025Q1: 61,207 shares; 2025Q2: 57,647 shares; 2025Q3: 53,466 shares; 2025Q4: 54,674 shares 54,674 $1.84M 0.18% +1,208 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846,570 shares; 2024Q4: 819,028 shares; 2025Q1: 879,848 shares; 2025Q2: 56,681 shares; 2025Q3: 36,143 shares; 2025Q4: 34,562 shares 34,562 $1.76M 0.18% -1,581 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,926 shares; 2024Q4: 79,530 shares; 2025Q1: 40,120 shares; 2025Q2: 39,813 shares; 2025Q3: 42,095 shares; 2025Q4: 42,401 shares 42,401 $1.75M 0.18% +306 Timeline SYZ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE 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: 99,638 shares; 2025Q4: 68,827 shares 68,827 $1.74M 0.17% -30,811 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: 25,135 shares; 2025Q1: 36,775 shares; 2025Q2: 43,722 shares; 2025Q3: 46,922 shares; 2025Q4: 50,758 shares 50,758 $1.72M 0.17% +3,836 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,310 shares; 2024Q4: 93,630 shares; 2025Q1: 81,373 shares; 2025Q2: 66,886 shares; 2025Q3: 58,990 shares; 2025Q4: 55,312 shares 55,312 $1.71M 0.17% -3,678 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: 61,558 shares; 2024Q4: 63,723 shares; 2025Q1: 66,127 shares; 2025Q2: 62,764 shares; 2025Q3: 66,317 shares; 2025Q4: 67,983 shares 67,983 $1.69M 0.17% +1,666 Timeline MSFU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,462 shares; 2024Q4: 40,255 shares; 2025Q1: 39,552 shares; 2025Q2: 38,368 shares; 2025Q3: 38,186 shares; 2025Q4: 40,299 shares 40,299 $1.67M 0.17% +2,113 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: 8,267 shares; 2024Q4: 8,181 shares; 2025Q1: 9,213 shares; 2025Q2: 9,464 shares; 2025Q3: 9,488 shares; 2025Q4: 9,393 shares 9,393 $1.67M 0.17% -95 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,834 shares; 2025Q1: 24,513 shares; 2025Q2: 27,944 shares; 2025Q3: 29,640 shares; 2025Q4: 34,998 shares 34,998 $1.64M 0.16% +5,358 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: 8,694 shares; 2024Q4: 8,706 shares; 2025Q1: 8,618 shares; 2025Q2: 8,832 shares; 2025Q3: 8,843 shares; 2025Q4: 8,833 shares 8,833 $1.62M 0.16% -10 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,723 shares; 2024Q4: 22,020 shares; 2025Q1: 21,948 shares; 2025Q2: 22,118 shares; 2025Q3: 21,202 shares; 2025Q4: 19,289 shares 19,289 $1.6M 0.16% -1,913 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,864 shares; 2024Q4: 5,865 shares; 2025Q1: 6,023 shares; 2025Q2: 6,030 shares; 2025Q3: 6,008 shares; 2025Q4: 6,027 shares 6,027 $1.6M 0.16% +19 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: 1,251 shares; 2024Q4: 2,067 shares; 2025Q1: 2,669 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,292 shares 6,292 $1.59M 0.16% new Timeline EZU 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: 23,792 shares; 2025Q4: 24,712 shares 24,712 $1.58M 0.16% +920 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: 16,049 shares; 2024Q4: 15,200 shares; 2025Q1: 23,940 shares; 2025Q2: 28,256 shares; 2025Q3: 37,284 shares; 2025Q4: 37,284 shares 37,284 $1.54M 0.15% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,859 shares; 2024Q4: 22,718 shares; 2025Q1: 22,407 shares; 2025Q2: 21,857 shares; 2025Q3: 22,157 shares; 2025Q4: 22,117 shares 22,117 $1.51M 0.15% -40 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: 4,072 shares; 2024Q4: 4,011 shares; 2025Q1: 4,010 shares; 2025Q2: 4,148 shares; 2025Q3: 4,242 shares; 2025Q4: 4,271 shares 4,271 $1.5M 0.15% +29 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST 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: 9,980 shares; 2025Q3: 18,050 shares; 2025Q4: 52,662 shares 52,662 $1.46M 0.15% +34,612 Timeline ICOW 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: 43,166 shares; 2025Q3: 37,659 shares; 2025Q4: 37,659 shares 37,659 $1.46M 0.15% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,309 shares; 2024Q4: 5,872 shares; 2025Q1: 5,993 shares; 2025Q2: 6,598 shares; 2025Q3: 6,694 shares; 2025Q4: 6,573 shares 6,573 $1.43M 0.14% -121 Timeline FBL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,266 shares; 2024Q4: 42,932 shares; 2025Q1: 43,540 shares; 2025Q2: 41,782 shares; 2025Q3: 41,677 shares; 2025Q4: 43,166 shares 43,166 $1.4M 0.14% +1,489 Timeline GGLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,049 shares; 2024Q4: 14,209 shares; 2025Q1: 14,210 shares; 2025Q2: 13,658 shares; 2025Q3: 13,797 shares; 2025Q4: 13,928 shares 13,928 $1.35M 0.14% +131 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: 21,067 shares; 2024Q4: 21,242 shares; 2025Q1: 21,745 shares; 2025Q2: 6,785 shares; 2025Q3: 6,766 shares; 2025Q4: 6,860 shares 6,860 $1.31M 0.13% +94 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,721 shares; 2024Q4: 7,437 shares; 2025Q1: 7,459 shares; 2025Q2: 7,191 shares; 2025Q3: 7,102 shares; 2025Q4: 6,978 shares 6,978 $1.29M 0.13% -124 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: 2,724 shares; 2024Q4: 2,727 shares; 2025Q1: 2,661 shares; 2025Q2: 2,678 shares; 2025Q3: 2,369 shares; 2025Q4: 2,226 shares 2,226 $1.28M 0.13% -143 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,989 shares; 2024Q4: 66,668 shares; 2025Q1: 64,260 shares; 2025Q2: 63,944 shares; 2025Q3: 63,199 shares; 2025Q4: 59,869 shares 59,869 $1.24M 0.12% -3,330 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: 12,133 shares; 2024Q4: 12,343 shares; 2025Q1: 6,519 shares; 2025Q2: 6,533 shares; 2025Q3: 6,314 shares; 2025Q4: 5,789 shares 5,789 $1.23M 0.12% -525 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 443 shares; 2025Q2: 1,552 shares; 2025Q3: 3,705 shares; 2025Q4: 3,665 shares 3,665 $1.21M 0.12% -40 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,318 shares; 2024Q4: 17,118 shares; 2025Q1: 16,904 shares; 2025Q2: 16,204 shares; 2025Q3: 15,631 shares; 2025Q4: 14,877 shares 14,877 $1.18M 0.12% -754 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,167 shares; 2025Q1: 3,465 shares; 2025Q2: 3,567 shares; 2025Q3: 3,519 shares; 2025Q4: 3,279 shares 3,279 $1.13M 0.11% -240 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,516 shares; 2024Q4: 19,219 shares; 2025Q1: 12,997 shares; 2025Q2: 16,327 shares; 2025Q3: 14,406 shares; 2025Q4: 14,049 shares 14,049 $1.08M 0.11% -357 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,914 shares; 2025Q1: 6,961 shares; 2025Q2: 8,412 shares; 2025Q3: 12,178 shares; 2025Q4: 13,494 shares 13,494 $1.08M 0.11% +1,316 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,909 shares; 2025Q4: 16,688 shares 16,688 $1.07M 0.11% +779 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,667 shares; 2024Q4: 12,287 shares; 2025Q1: 12,430 shares; 2025Q2: 17,866 shares; 2025Q3: 16,422 shares; 2025Q4: 16,382 shares 16,382 $1.04M 0.1% -40 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,280 shares; 2025Q3: 1,903 shares; 2025Q4: 8,903 shares 8,903 $1.04M 0.1% +7,000 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: 4,437 shares; 2024Q4: 4,466 shares; 2025Q1: 5,362 shares; 2025Q2: 7,076 shares; 2025Q3: 7,161 shares; 2025Q4: 7,127 shares 7,127 $1.02M 0.1% -34 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,442 shares; 2024Q4: 18,796 shares; 2025Q1: 18,829 shares; 2025Q2: 21,256 shares; 2025Q3: 21,162 shares; 2025Q4: 21,298 shares 21,298 $1.01M 0.1% +136 Timeline PLTU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,432 shares; 2025Q4: 13,731 shares 13,731 $1.01M 0.1% +2,299 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,294 shares; 2024Q4: 4,295 shares; 2025Q1: 4,227 shares; 2025Q2: 6,102 shares; 2025Q3: 6,087 shares; 2025Q4: 6,167 shares 6,167 $989K 0.1% +80 Timeline TQQQ 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: 9,737 shares; 2024Q4: 9,770 shares; 2025Q1: 10,313 shares; 2025Q2: 9,993 shares; 2025Q3: 9,202 shares; 2025Q4: 18,431 shares 18,431 $972K 0.1% +9,229 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: 12,148 shares; 2025Q2: 11,407 shares; 2025Q3: 11,056 shares; 2025Q4: 10,491 shares 10,491 $968K 0.1% -565 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 2,015 shares; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares; 2025Q4: 2,015 shares 2,015 $954K 0.1% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,971 shares; 2025Q2: 37,160 shares; 2025Q3: 2,401 shares; 2025Q4: 10,251 shares 10,251 $937K 0.09% +7,850 Timeline IBMR 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: 36,436 shares 36,436 $927K 0.09% new Timeline IBMP 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: 36,453 shares 36,453 $926K 0.09% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,176 shares; 2024Q4: 15,952 shares; 2025Q1: 13,496 shares; 2025Q2: 12,874 shares; 2025Q3: 10,438 shares; 2025Q4: 10,219 shares 10,219 $915K 0.09% -219 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,956 shares; 2025Q1: 4,556 shares; 2025Q2: 4,557 shares; 2025Q3: 4,586 shares; 2025Q4: 5,166 shares 5,166 $884K 0.09% +580 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: 1,769 shares; 2024Q4: 1,766 shares; 2025Q1: 1,724 shares; 2025Q2: 1,723 shares; 2025Q3: 1,723 shares; 2025Q4: 1,754 shares 1,754 $856K 0.09% +31 Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,046 shares; 2024Q4: 48,775 shares; 2025Q1: 43,462 shares; 2025Q2: 43,854 shares; 2025Q3: 45,171 shares; 2025Q4: 44,194 shares 44,194 $845K 0.08% -977 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: 11,973 shares; 2024Q4: 11,877 shares; 2025Q1: 11,786 shares; 2025Q2: 16,304 shares; 2025Q3: 16,373 shares; 2025Q4: 15,043 shares 15,043 $827K 0.08% -1,330 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: 2,956 shares; 2025Q1: 3,214 shares; 2025Q2: 3,316 shares; 2025Q3: 4,235 shares; 2025Q4: 4,471 shares 4,471 $795K 0.08% +236 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: 812 shares; 2024Q4: 812 shares; 2025Q1: 811 shares; 2025Q2: 802 shares; 2025Q3: 790 shares; 2025Q4: 8,337 shares 8,337 $782K 0.08% +7,547 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 5,501 shares; 2025Q1: 6,197 shares; 2025Q2: 6,955 shares; 2025Q3: 7,417 shares; 2025Q4: 7,194 shares 7,194 $757K 0.08% -223 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.08% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,872 shares; 2025Q1: 9,824 shares; 2025Q2: 11,750 shares; 2025Q3: 11,178 shares; 2025Q4: 12,420 shares 12,420 $729K 0.07% +1,242 Timeline IBMS 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: 27,901 shares 27,901 $727K 0.07% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,296 shares; 2024Q4: 5,329 shares; 2025Q1: 5,329 shares; 2025Q2: 4,754 shares; 2025Q3: 4,754 shares; 2025Q4: 4,698 shares 4,698 $724K 0.07% -56 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,438 shares 27,438 $702K 0.07% new 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: 4,488 shares; 2024Q4: 4,335 shares; 2025Q1: 4,267 shares; 2025Q2: 5,208 shares; 2025Q3: 5,161 shares; 2025Q4: 5,173 shares 5,173 $648K 0.06% +12 Timeline ERX DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,502 shares; 2024Q4: 14,621 shares; 2025Q1: 14,743 shares; 2025Q2: 13,020 shares; 2025Q3: 11,133 shares; 2025Q4: 11,091 shares 11,091 $619K 0.06% -42 Timeline GROZ ZACKS TRUST More: the full row for ZACKS 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: 16,906 shares; 2025Q2: 31,002 shares; 2025Q3: 22,452 shares; 2025Q4: 20,761 shares 20,761 $619K 0.06% -1,691 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 2,169 shares; 2025Q1: 2,093 shares; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,656 shares 1,656 $618K 0.06% -139 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,222 shares; 2024Q4: 15,002 shares; 2025Q1: 13,648 shares; 2025Q2: 13,400 shares; 2025Q3: 11,864 shares; 2025Q4: 11,990 shares 11,990 $603K 0.06% +126 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,245 shares; 2024Q4: 9,263 shares; 2025Q1: 10,466 shares; 2025Q2: 10,070 shares; 2025Q3: 9,736 shares; 2025Q4: 9,421 shares 9,421 $589K 0.06% -315 Timeline DFEN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,417 shares; 2024Q4: 8,042 shares; 2025Q1: 6,900 shares; 2025Q2: 8,028 shares; 2025Q3: 8,434 shares; 2025Q4: 9,117 shares 9,117 $582K 0.06% +683 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: 1,522 shares; 2024Q4: 1,531 shares; 2025Q1: 1,554 shares; 2025Q2: 1,633 shares; 2025Q3: 1,898 shares; 2025Q4: 1,883 shares 1,883 $576K 0.06% -15 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,207 shares; 2024Q4: 6,207 shares; 2025Q1: 6,207 shares; 2025Q2: 6,207 shares; 2025Q3: 6,207 shares; 2025Q4: 6,207 shares 6,207 $573K 0.06% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,303 shares 11,303 $572K 0.06% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,278 shares; 2024Q4: 6,386 shares; 2025Q1: 6,599 shares; 2025Q2: 6,737 shares; 2025Q3: 6,216 shares; 2025Q4: 8,199 shares 8,199 $569K 0.06% +1,983 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,414 shares; 2024Q4: 4,414 shares; 2025Q1: 4,437 shares; 2025Q2: 4,414 shares; 2025Q3: 4,113 shares; 2025Q4: 4,111 shares 4,111 $558K 0.06% -2 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: 1,020 shares; 2024Q4: 1,020 shares; 2025Q1: 1,102 shares; 2025Q2: 1,112 shares; 2025Q3: 1,122 shares; 2025Q4: 1,183 shares 1,183 $555K 0.06% +61 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,338 shares; 2024Q4: 9,213 shares; 2025Q1: 9,561 shares; 2025Q2: 11,038 shares; 2025Q3: 10,133 shares; 2025Q4: 10,236 shares 10,236 $552K 0.06% +103 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,194 shares; 2024Q4: 13,194 shares; 2025Q1: 11,932 shares; 2025Q2: 11,932 shares; 2025Q3: 11,931 shares; 2025Q4: 11,732 shares 11,732 $548K 0.05% -199 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: 4,318 shares; 2024Q4: 4,817 shares; 2025Q1: 4,819 shares; 2025Q2: 5,124 shares; 2025Q3: 5,018 shares; 2025Q4: 4,918 shares 4,918 $548K 0.05% -100 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,014 shares; 2024Q4: 6,011 shares; 2025Q1: 6,057 shares; 2025Q2: 5,969 shares; 2025Q3: 4,997 shares; 2025Q4: 4,797 shares 4,797 $527K 0.05% -200 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST 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: 16,478 shares; 2025Q2: 17,865 shares; 2025Q3: 18,512 shares; 2025Q4: 21,030 shares 21,030 $521K 0.05% +2,518 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: 7,522 shares; 2024Q4: 7,331 shares; 2025Q1: 6,352 shares; 2025Q2: 6,349 shares; 2025Q3: 6,345 shares; 2025Q4: 6,114 shares 6,114 $515K 0.05% -231 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,699 shares; 2024Q4: 10,699 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,699 shares; 2025Q4: 10,700 shares 10,700 $509K 0.05% +1 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,435 shares; 2025Q1: 69,857 shares; 2025Q2: 6,983 shares; 2025Q3: 10,906 shares; 2025Q4: 6,739 shares 6,739 $508K 0.05% -4,167 Timeline AOK 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: 11,380 shares; 2024Q4: 11,380 shares; 2025Q1: 11,380 shares; 2025Q2: 11,380 shares; 2025Q3: 12,659 shares; 2025Q4: 12,659 shares 12,659 $508K 0.05% 0 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,066 shares; 2024Q4: 6,066 shares; 2025Q1: 6,266 shares; 2025Q2: 6,267 shares; 2025Q3: 6,267 shares; 2025Q4: 6,268 shares 6,268 $506K 0.05% +1 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: 3,040 shares; 2024Q4: 3,018 shares; 2025Q1: 2,969 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,967 shares 2,967 $498K 0.05% +2 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,134 shares; 2024Q4: 5,224 shares; 2025Q1: 5,197 shares; 2025Q2: 5,062 shares; 2025Q3: 4,460 shares; 2025Q4: 4,461 shares 4,461 $492K 0.05% +1 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: 1,493 shares; 2024Q4: not reported; 2025Q1: 2,765 shares; 2025Q2: 2,942 shares; 2025Q3: 3,174 shares; 2025Q4: 2,252 shares 2,252 $482K 0.05% -922 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,951 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,417 shares; 2025Q4: 5,312 shares 5,312 $478K 0.05% +1,895 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: 6,561 shares; 2025Q3: 6,560 shares; 2025Q4: 6,573 shares 6,573 $472K 0.05% +13 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: 418 shares; 2024Q4: 440 shares; 2025Q1: 682 shares; 2025Q2: 765 shares; 2025Q3: 832 shares; 2025Q4: 815 shares 815 $465K 0.05% -17 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: 11,538 shares; 2024Q4: 11,705 shares; 2025Q1: 12,653 shares; 2025Q2: 16,801 shares; 2025Q3: 18,568 shares; 2025Q4: 18,529 shares 18,529 $460K 0.05% -39 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: 1,282 shares; 2024Q4: 1,341 shares; 2025Q1: 1,367 shares; 2025Q2: 1,341 shares; 2025Q3: 1,386 shares; 2025Q4: 1,308 shares 1,308 $450K 0.05% -78 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: 4,470 shares; 2024Q4: 4,442 shares; 2025Q1: 4,369 shares; 2025Q2: 4,366 shares; 2025Q3: 4,371 shares; 2025Q4: 4,377 shares 4,377 $449K 0.04% +6 Timeline RING 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: 3,358 shares; 2025Q4: 6,020 shares 6,020 $443K 0.04% +2,662 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 3,239 shares; 2025Q1: 2,990 shares; 2025Q2: 2,990 shares; 2025Q3: 3,015 shares; 2025Q4: 3,019 shares 3,019 $443K 0.04% +4 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,961 shares; 2025Q1: 1,972 shares; 2025Q2: 1,972 shares; 2025Q3: 1,981 shares; 2025Q4: 1,942 shares 1,942 $437K 0.04% -39 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,503 shares; 2025Q3: 2,725 shares; 2025Q4: 2,552 shares 2,552 $437K 0.04% -173 Timeline JMBS 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: not reported; 2025Q3: not reported; 2025Q4: 9,300 shares 9,300 $425K 0.04% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 742 shares; 2024Q4: 732 shares; 2025Q1: 733 shares; 2025Q2: 748 shares; 2025Q3: 744 shares; 2025Q4: 744 shares 744 $421K 0.04% 0 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: 3,342 shares; 2024Q4: 3,300 shares; 2025Q1: 3,470 shares; 2025Q2: 3,572 shares; 2025Q3: 3,578 shares; 2025Q4: 3,587 shares 3,587 $420K 0.04% +9 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,821 shares; 2025Q1: 1,822 shares; 2025Q2: 1,841 shares; 2025Q3: 1,849 shares; 2025Q4: 1,739 shares 1,739 $419K 0.04% -110 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,209 shares; 2024Q4: 3,204 shares; 2025Q1: 2,971 shares; 2025Q2: 3,801 shares; 2025Q3: 3,866 shares; 2025Q4: 3,647 shares 3,647 $415K 0.04% -219 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: 34,716 shares; 2024Q4: 28,878 shares; 2025Q1: 29,422 shares; 2025Q2: 31,328 shares; 2025Q3: 31,515 shares; 2025Q4: 31,528 shares 31,528 $414K 0.04% +13 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,316 shares; 2025Q3: 1,328 shares; 2025Q4: 1,337 shares 1,337 $412K 0.04% +9 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,260 shares; 2025Q1: 1,276 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares 1,260 $408K 0.04% 0 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: 1,999 shares; 2024Q4: 1,981 shares; 2025Q1: 2,033 shares; 2025Q2: 2,354 shares; 2025Q3: 2,085 shares; 2025Q4: 2,086 shares 2,086 $407K 0.04% +1 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,676 shares; 2024Q4: 4,653 shares; 2025Q1: 4,655 shares; 2025Q2: 4,893 shares; 2025Q3: 4,770 shares; 2025Q4: 4,772 shares 4,772 $406K 0.04% +2 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,711 shares; 2024Q4: 4,711 shares; 2025Q1: 4,711 shares; 2025Q2: 6,471 shares; 2025Q3: 7,021 shares; 2025Q4: 7,021 shares 7,021 $405K 0.04% 0 Timeline FPE 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: 20,936 shares; 2024Q4: 21,162 shares; 2025Q1: 21,395 shares; 2025Q2: 21,635 shares; 2025Q3: 21,876 shares; 2025Q4: 22,147 shares 22,147 $404K 0.04% +271 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,673 shares; 2024Q4: 3,673 shares; 2025Q1: 3,674 shares; 2025Q2: 4,184 shares; 2025Q3: 4,184 shares; 2025Q4: 3,992 shares 3,992 $403K 0.04% -192 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: 1,414 shares; 2024Q4: 1,416 shares; 2025Q1: 1,418 shares; 2025Q2: 1,419 shares; 2025Q3: 1,420 shares; 2025Q4: 1,422 shares 1,422 $394K 0.04% +2 Timeline IUSB 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: 149,682 shares; 2024Q4: 63,806 shares; 2025Q1: 28,240 shares; 2025Q2: 10,104 shares; 2025Q3: 8,370 shares; 2025Q4: 8,452 shares 8,452 $393K 0.04% +82 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,149 shares; 2025Q3: 8,761 shares; 2025Q4: 10,485 shares 10,485 $387K 0.04% +1,724 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,022 shares; 2025Q2: 4,037 shares; 2025Q3: 4,250 shares; 2025Q4: 4,022 shares 4,022 $386K 0.04% -228 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,626 shares; 2024Q4: 13,628 shares; 2025Q1: 13,682 shares; 2025Q2: 13,131 shares; 2025Q3: 13,326 shares; 2025Q4: 13,506 shares 13,506 $378K 0.04% +180 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,054 shares; 2024Q4: 4,054 shares; 2025Q1: 4,054 shares; 2025Q2: 4,054 shares; 2025Q3: 4,054 shares; 2025Q4: 4,054 shares 4,054 $371K 0.04% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 1,991 shares; 2025Q1: 1,901 shares; 2025Q2: 1,884 shares; 2025Q3: 1,928 shares; 2025Q4: 1,896 shares 1,896 $370K 0.04% -32 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: 1,390 shares; 2024Q4: 1,376 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 724 shares; 2025Q4: 2,543 shares 2,543 $366K 0.04% +1,819 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,443 shares; 2024Q4: 2,951 shares; 2025Q1: 2,958 shares; 2025Q2: 2,964 shares; 2025Q3: 3,063 shares; 2025Q4: 3,033 shares 3,033 $354K 0.04% -30 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,162 shares; 2024Q4: 58,047 shares; 2025Q1: 4,893 shares; 2025Q2: 4,670 shares; 2025Q3: 3,457 shares; 2025Q4: 3,404 shares 3,404 $353K 0.04% -53 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,071 shares; 2025Q4: 1,361 shares 1,361 $350K 0.04% +290 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: 12,546 shares; 2024Q4: 5,172 shares; 2025Q1: 3,463 shares; 2025Q2: 1,864 shares; 2025Q3: 1,794 shares; 2025Q4: 1,741 shares 1,741 $346K 0.03% -53 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,479 shares; 2025Q1: 2,479 shares; 2025Q2: 2,479 shares; 2025Q3: 2,479 shares; 2025Q4: 2,479 shares 2,479 $337K 0.03% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,650 shares; 2024Q4: 13,950 shares; 2025Q1: 13,950 shares; 2025Q2: 13,950 shares; 2025Q3: 13,150 shares; 2025Q4: 12,527 shares 12,527 $337K 0.03% -623 Timeline ATS ATS CORPORATION More: the full row for ATS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,323 shares; 2024Q4: 12,080 shares; 2025Q1: 12,080 shares; 2025Q2: 12,080 shares; 2025Q3: 12,080 shares; 2025Q4: 12,080 shares 12,080 $333K 0.03% 0 Timeline SMMD 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: 4,348 shares; 2024Q4: 4,317 shares; 2025Q1: 4,313 shares; 2025Q2: 4,307 shares; 2025Q3: 4,307 shares; 2025Q4: 4,309 shares 4,309 $323K 0.03% +2 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: 4,775 shares; 2024Q4: 17,298 shares; 2025Q1: 4,505 shares; 2025Q2: 7,580 shares; 2025Q3: 9,640 shares; 2025Q4: 4,616 shares 4,616 $323K 0.03% -5,024 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: 723 shares; 2024Q4: 713 shares; 2025Q1: 722 shares; 2025Q2: 744 shares; 2025Q3: 688 shares; 2025Q4: 690 shares 690 $321K 0.03% +2 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,958 shares; 2024Q4: 11,943 shares; 2025Q1: 11,943 shares; 2025Q2: 13,425 shares; 2025Q3: 13,393 shares; 2025Q4: 13,376 shares 13,376 $317K 0.03% -17 Timeline IGV 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: 2,979 shares; 2024Q4: 2,929 shares; 2025Q1: 2,930 shares; 2025Q2: 5,526 shares; 2025Q3: 2,943 shares; 2025Q4: 2,930 shares 2,930 $310K 0.03% -13 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 3,641 shares; 2025Q1: 3,589 shares; 2025Q2: 3,402 shares; 2025Q3: 3,285 shares; 2025Q4: 3,286 shares 3,286 $309K 0.03% +1 Timeline VTWV 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: 2,010 shares; 2024Q4: 2,110 shares; 2025Q1: 2,020 shares; 2025Q2: 1,933 shares; 2025Q3: 1,915 shares; 2025Q4: 1,934 shares 1,934 $309K 0.03% +19 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: not reported; 2024Q4: not reported; 2025Q1: 946 shares; 2025Q2: 945 shares; 2025Q3: 840 shares; 2025Q4: 676 shares 676 $306K 0.03% -164 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,658 shares; 2024Q4: 3,357 shares; 2025Q1: 3,224 shares; 2025Q2: 2,803 shares; 2025Q3: 2,803 shares; 2025Q4: 2,803 shares 2,803 $300K 0.03% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,061 shares; 2025Q3: 1,061 shares; 2025Q4: 836 shares 836 $295K 0.03% -225 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: not reported; 2025Q3: 729 shares; 2025Q4: 963 shares 963 $293K 0.03% +234 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: 31,664 shares; 2024Q4: 13,736 shares; 2025Q1: 7,099 shares; 2025Q2: 3,947 shares; 2025Q3: 4,064 shares; 2025Q4: 4,095 shares 4,095 $292K 0.03% +31 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 731 shares; 2025Q1: 791 shares; 2025Q2: 803 shares; 2025Q3: 799 shares; 2025Q4: 829 shares 829 $291K 0.03% +30 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: not reported; 2024Q4: 5,142 shares; 2025Q1: 13,827 shares; 2025Q2: 16,683 shares; 2025Q3: 9,735 shares; 2025Q4: 3,119 shares 3,119 $285K 0.03% -6,616 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,911 shares; 2024Q4: 4,960 shares; 2025Q1: 4,910 shares; 2025Q2: 4,937 shares; 2025Q3: 4,637 shares; 2025Q4: 4,757 shares 4,757 $278K 0.03% +120 Timeline AMPL AMPLITUDE INC More: the full row for AMPLITUDE 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: 23,557 shares; 2025Q3: 23,557 shares; 2025Q4: 23,557 shares 23,557 $273K 0.03% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,178 shares; 2024Q4: 9,284 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,254 shares; 2025Q4: 11,176 shares 11,176 $272K 0.03% -78 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 638 shares; 2025Q4: 638 shares 638 $272K 0.03% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,505 shares; 2025Q1: 3,510 shares; 2025Q2: 3,252 shares; 2025Q3: 3,255 shares; 2025Q4: 3,260 shares 3,260 $269K 0.03% +5 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,200 shares; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 6,200 shares 6,200 $269K 0.03% -1,000 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,013 shares; 2025Q1: 2,753 shares; 2025Q2: 2,791 shares; 2025Q3: 2,647 shares; 2025Q4: 2,654 shares 2,654 $265K 0.03% +7 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,192 shares; 2025Q3: 1,234 shares; 2025Q4: 1,234 shares 1,234 $265K 0.03% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 390 shares; 2025Q3: 564 shares; 2025Q4: 404 shares 404 $264K 0.03% -160 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 864 shares; 2025Q1: 769 shares; 2025Q2: 746 shares; 2025Q3: 746 shares; 2025Q4: 746 shares 746 $263K 0.03% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,481 shares; 2025Q2: 1,011 shares; 2025Q3: 1,012 shares; 2025Q4: 1,039 shares 1,039 $260K 0.03% +27 Timeline TSLR GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 7,360 shares; 2025Q4: 8,098 shares 8,098 $259K 0.03% +738 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 661 shares; 2025Q1: 661 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 666 shares 666 $259K 0.03% 0 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: 841 shares; 2024Q4: 785 shares; 2025Q1: 791 shares; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 784 shares 784 $257K 0.03% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares 1,244 $253K 0.03% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,045 shares; 2025Q3: 3,052 shares; 2025Q4: 2,978 shares 2,978 $249K 0.02% -74 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,015 shares; 2025Q1: 3,961 shares; 2025Q2: 3,685 shares; 2025Q3: 3,034 shares; 2025Q4: 3,035 shares 3,035 $246K 0.02% +1 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,220 shares; 2025Q3: 6,222 shares; 2025Q4: 6,225 shares 6,225 $246K 0.02% +3 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58 shares; 2025Q3: 72 shares; 2025Q4: 72 shares 72 $244K 0.02% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,224 shares; 2025Q1: 1,128 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 1,198 shares 1,198 $243K 0.02% +207 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 4,083 shares; 2025Q1: 4,043 shares; 2025Q2: 3,134 shares; 2025Q3: 3,027 shares; 2025Q4: 3,047 shares 3,047 $241K 0.02% +20 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,035 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares; 2025Q4: 1,935 shares 1,935 $238K 0.02% +61 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,532 shares; 2024Q4: 3,532 shares; 2025Q1: 2,869 shares; 2025Q2: 2,976 shares; 2025Q3: 2,987 shares; 2025Q4: 2,813 shares 2,813 $233K 0.02% -174 Timeline STGW STAGWELL INC More: the full row for STAGWELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,308 shares; 2024Q4: 61,002 shares; 2025Q1: 61,137 shares; 2025Q2: 61,002 shares; 2025Q3: 61,002 shares; 2025Q4: 47,594 shares 47,594 $233K 0.02% -13,408 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 681 shares 681 $228K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,416 shares 1,416 $228K 0.02% new Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,900 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares 7,800 $227K 0.02% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 804 shares; 2025Q3: 823 shares; 2025Q4: 870 shares 870 $226K 0.02% +47 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 442 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 439 shares; 2025Q4: 440 shares 440 $225K 0.02% +1 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,101 shares; 2025Q4: 4,101 shares 4,101 $224K 0.02% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,228 shares; 2025Q3: 5,230 shares; 2025Q4: 5,761 shares 5,761 $223K 0.02% +531 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,276 shares; 2025Q3: 1,282 shares; 2025Q4: 1,284 shares 1,284 $223K 0.02% +2 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: not reported; 2024Q4: 7,472 shares; 2025Q1: 7,472 shares; 2025Q2: 8,072 shares; 2025Q3: 8,072 shares; 2025Q4: 8,077 shares 8,077 $222K 0.02% +5 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 3,000 shares 3,000 $221K 0.02% -1,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,907 shares; 2025Q4: 3,065 shares 3,065 $213K 0.02% -3,842 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: 1,460 shares; 2025Q4: 1,459 shares 1,459 $210K 0.02% -1 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 360 shares 360 $208K 0.02% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 657 shares; 2025Q4: 657 shares 657 $207K 0.02% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,780 shares; 2025Q1: 14,018 shares; 2025Q2: 18,857 shares; 2025Q3: 17,034 shares; 2025Q4: 15,491 shares 15,491 $205K 0.02% -1,543 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,818 shares; 2025Q1: 1,853 shares; 2025Q2: 1,818 shares; 2025Q3: 1,818 shares; 2025Q4: 1,829 shares 1,829 $205K 0.02% +11 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S 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: 5,080 shares; 2025Q3: 4,008 shares; 2025Q4: 4,017 shares 4,017 $204K 0.02% +9 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,941 shares; 2024Q4: 53,466 shares; 2025Q1: 48,915 shares; 2025Q2: 45,210 shares; 2025Q3: 26,959 shares; 2025Q4: 25,260 shares 25,260 $204K 0.02% -1,699 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 892 shares 892 $203K 0.02% new 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: 985 shares; 2024Q4: 1,004 shares; 2025Q1: 955 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 924 shares 924 $203K 0.02% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,286 shares; 2024Q4: 11,157 shares; 2025Q1: 11,381 shares; 2025Q2: 9,032 shares; 2025Q3: 8,392 shares; 2025Q4: 6,773 shares 6,773 $202K 0.02% -1,619 Timeline NVDU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,556 shares; 2025Q4: 1,716 shares 1,716 $202K 0.02% +160 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,325 shares; 2024Q4: 8,320 shares; 2025Q1: 8,320 shares; 2025Q2: 8,320 shares; 2025Q3: 8,320 shares; 2025Q4: 8,320 shares 8,320 $200K 0.02% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,144 shares; 2024Q4: 10,284 shares; 2025Q1: 10,429 shares; 2025Q2: 10,142 shares; 2025Q3: 10,277 shares; 2025Q4: 10,413 shares 10,413 $104K 0.01% +136 Timeline ACB AURORA CANNABIS INC More: the full row for AURORA CANNABIS 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: 11,884 shares 11,884 $50.2K 0.01% new Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS 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: not reported; 2025Q3: not reported; 2025Q4: 10,960 shares 10,960 $47.8K <0.01% new Timeline BLACKSTONE MORTGAGE TRUST IN BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST 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: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares 13,000 $12.8K <0.01% new NNVC NANOVIRICIDES INC More: the full row for NANOVIRICIDES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $11.3K <0.01% 0 Timeline