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: not loaded; 2024Q4: 264,123 shares; 2025Q1: 415,819 shares; 2025Q2: 447,463 shares; 2025Q3: 441,664 shares; 2025Q4: 448,535 shares 448,535 $124M 15.63% +6,871 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,751,195 shares; 2025Q1: 1,838,792 shares; 2025Q2: 1,816,341 shares; 2025Q3: 1,934,809 shares; 2025Q4: 1,699,154 shares 1,699,154 $46.6M 5.86% -235,655 Timeline IMCG 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 loaded; 2024Q4: 318,341 shares; 2025Q1: 365,633 shares; 2025Q2: 387,221 shares; 2025Q3: 412,461 shares; 2025Q4: 421,283 shares 421,283 $33.6M 4.23% +8,822 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: not loaded; 2024Q4: 64,101 shares; 2025Q1: 93,996 shares; 2025Q2: 106,842 shares; 2025Q3: 108,419 shares; 2025Q4: 201,261 shares 201,261 $29M 3.65% +92,842 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 109,043 shares; 2025Q1: 407,765 shares; 2025Q2: 450,340 shares; 2025Q3: 457,386 shares; 2025Q4: 486,346 shares 486,346 $27.6M 3.47% +28,960 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: not loaded; 2024Q4: 39,585 shares; 2025Q1: 36,574 shares; 2025Q2: 30,260 shares; 2025Q3: 37,520 shares; 2025Q4: 41,594 shares 41,594 $26.1M 3.28% +4,074 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 574,388 shares; 2025Q4: 580,594 shares 580,594 $22.1M 2.78% +6,206 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: not loaded; 2024Q4: 56,108 shares; 2025Q1: 66,140 shares; 2025Q2: 76,408 shares; 2025Q3: 85,363 shares; 2025Q4: 104,065 shares 104,065 $19.4M 2.44% +18,702 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 193,362 shares; 2025Q1: 335,277 shares; 2025Q2: 333,714 shares; 2025Q3: 370,192 shares; 2025Q4: 365,463 shares 365,463 $18.8M 2.37% -4,729 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: not loaded; 2024Q4: 50,169 shares; 2025Q1: 126,538 shares; 2025Q2: 134,202 shares; 2025Q3: 132,802 shares; 2025Q4: 154,732 shares 154,732 $18.6M 2.34% +21,930 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: not loaded; 2024Q4: 24,887 shares; 2025Q1: 33,140 shares; 2025Q2: 48,480 shares; 2025Q3: 56,558 shares; 2025Q4: 57,128 shares 57,128 $15.5M 1.95% +570 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 508,280 shares; 2025Q1: 547,013 shares; 2025Q2: 517,551 shares; 2025Q3: 559,077 shares; 2025Q4: 330,977 shares 330,977 $15.3M 1.92% -228,100 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 144,723 shares; 2025Q1: 417,236 shares; 2025Q2: 424,814 shares; 2025Q3: 486,801 shares; 2025Q4: 558,979 shares 558,979 $14.9M 1.88% +72,178 Timeline SLYG 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 loaded; 2024Q4: 5,206 shares; 2025Q1: 95,028 shares; 2025Q2: 113,899 shares; 2025Q3: 136,550 shares; 2025Q4: 149,750 shares 149,750 $14.1M 1.77% +13,200 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: not loaded; 2024Q4: 51,956 shares; 2025Q1: 57,911 shares; 2025Q2: 61,280 shares; 2025Q3: 65,592 shares; 2025Q4: 62,582 shares 62,582 $13.3M 1.67% -3,010 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,826 shares; 2025Q1: 237,519 shares; 2025Q2: 240,015 shares; 2025Q3: 275,827 shares; 2025Q4: 275,468 shares 275,468 $12.7M 1.6% -359 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 loaded; 2024Q4: 16,505 shares; 2025Q1: 22,363 shares; 2025Q2: 176,671 shares; 2025Q3: 126,538 shares; 2025Q4: 133,825 shares 133,825 $12.2M 1.54% +7,287 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: not loaded; 2024Q4: 8,838 shares; 2025Q1: 10,928 shares; 2025Q2: 13,146 shares; 2025Q3: 14,601 shares; 2025Q4: 19,439 shares 19,439 $9.4M 1.18% +4,838 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 loaded; 2024Q4: 28,880 shares; 2025Q1: 114,129 shares; 2025Q2: 115,046 shares; 2025Q3: 115,511 shares; 2025Q4: 143,193 shares 143,193 $6.7M 0.84% +27,682 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: not loaded; 2024Q4: 7,479 shares; 2025Q1: 8,621 shares; 2025Q2: 9,408 shares; 2025Q3: 13,865 shares; 2025Q4: 13,813 shares 13,813 $6.21M 0.78% -52 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: not loaded; 2024Q4: 12,650 shares; 2025Q1: 15,299 shares; 2025Q2: 18,391 shares; 2025Q3: 22,647 shares; 2025Q4: 26,283 shares 26,283 $6.07M 0.76% +3,636 Timeline VCLT 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 loaded; 2024Q4: 78,873 shares; 2025Q1: 60,919 shares; 2025Q2: 57,998 shares; 2025Q3: 55,952 shares; 2025Q4: 74,570 shares 74,570 $5.66M 0.71% +18,618 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 loaded; 2024Q4: 3,900 shares; 2025Q1: 6,132 shares; 2025Q2: 9,749 shares; 2025Q3: 10,947 shares; 2025Q4: 15,975 shares 15,975 $5.53M 0.7% +5,028 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: not loaded; 2024Q4: 7,610 shares; 2025Q1: 10,900 shares; 2025Q2: 13,464 shares; 2025Q3: 13,584 shares; 2025Q4: 17,632 shares 17,632 $5.52M 0.69% +4,048 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,348 shares; 2025Q1: 70,797 shares; 2025Q2: 69,676 shares; 2025Q3: 78,335 shares; 2025Q4: 83,458 shares 83,458 $5M 0.63% +5,123 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: not loaded; 2024Q4: 4,517 shares; 2025Q1: 4,607 shares; 2025Q2: 4,567 shares; 2025Q3: 6,666 shares; 2025Q4: 7,933 shares 7,933 $4.87M 0.61% +1,267 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53,232 shares; 2025Q1: 58,710 shares; 2025Q2: 58,657 shares; 2025Q3: 59,929 shares; 2025Q4: 59,346 shares 59,346 $4.62M 0.58% -583 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: not loaded; 2024Q4: 2,607 shares; 2025Q1: 3,521 shares; 2025Q2: 3,968 shares; 2025Q3: 5,012 shares; 2025Q4: 6,978 shares 6,978 $4.61M 0.58% +1,966 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,532 shares; 2025Q1: 13,815 shares; 2025Q2: 21,997 shares; 2025Q3: 58,328 shares; 2025Q4: 105,415 shares 105,415 $4.6M 0.58% +47,087 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: not loaded; 2024Q4: not reported; 2025Q1: 27,167 shares; 2025Q2: 94,836 shares; 2025Q3: 92,926 shares; 2025Q4: 44,278 shares 44,278 $4.59M 0.58% -48,648 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 114,743 shares; 2025Q1: 115,455 shares; 2025Q2: 138,402 shares; 2025Q3: 144,161 shares; 2025Q4: 102,012 shares 102,012 $4.54M 0.57% -42,149 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,634 shares; 2025Q1: 25,978 shares; 2025Q2: 26,097 shares; 2025Q3: 26,774 shares; 2025Q4: 28,274 shares 28,274 $4.39M 0.55% +1,500 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,962 shares; 2025Q1: 17,743 shares; 2025Q2: 19,473 shares; 2025Q3: 26,144 shares; 2025Q4: 28,280 shares 28,280 $4.38M 0.55% +2,136 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,657 shares; 2025Q1: 36,115 shares; 2025Q2: 36,200 shares; 2025Q3: 35,364 shares; 2025Q4: 37,165 shares 37,165 $4.38M 0.55% +1,801 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: not loaded; 2024Q4: 28,820 shares; 2025Q1: 23,829 shares; 2025Q2: 26,618 shares; 2025Q3: 30,660 shares; 2025Q4: 28,413 shares 28,413 $4.08M 0.51% -2,247 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,002 shares; 2025Q3: 19,166 shares; 2025Q4: 40,404 shares 40,404 $3.8M 0.48% +21,238 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,960 shares; 2025Q1: 10,162 shares; 2025Q2: 10,408 shares; 2025Q3: 10,176 shares; 2025Q4: 13,221 shares 13,221 $3.69M 0.46% +3,045 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 loaded; 2024Q4: 17,173 shares; 2025Q1: 14,336 shares; 2025Q2: 12,266 shares; 2025Q3: 11,205 shares; 2025Q4: 10,665 shares 10,665 $3.58M 0.45% -540 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,016 shares; 2025Q1: 79,506 shares; 2025Q2: 77,113 shares; 2025Q3: 80,666 shares; 2025Q4: 64,498 shares 64,498 $3.53M 0.44% -16,168 Timeline FLCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,617 shares; 2025Q1: 80,603 shares; 2025Q2: 149,516 shares; 2025Q3: 151,531 shares; 2025Q4: 106,819 shares 106,819 $3.47M 0.44% -44,712 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,968 shares; 2025Q1: 119,122 shares; 2025Q2: 115,276 shares; 2025Q3: 116,980 shares; 2025Q4: 108,149 shares 108,149 $3.47M 0.44% -8,831 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,090 shares; 2025Q1: 9,540 shares; 2025Q2: 7,946 shares; 2025Q3: 6,428 shares; 2025Q4: 5,586 shares 5,586 $3.37M 0.42% -842 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,919 shares; 2025Q1: 147,088 shares; 2025Q2: 147,563 shares; 2025Q3: 165,222 shares; 2025Q4: 173,351 shares 173,351 $3.36M 0.42% +8,129 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,091 shares; 2025Q3: 24,150 shares; 2025Q4: 28,874 shares 28,874 $3.08M 0.39% +4,724 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: not loaded; 2024Q4: 1,057 shares; 2025Q1: 1,256 shares; 2025Q2: 1,269 shares; 2025Q3: 2,031 shares; 2025Q4: 2,816 shares 2,816 $3.03M 0.38% +785 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,855 shares; 2025Q1: 23,646 shares; 2025Q2: 22,756 shares; 2025Q3: 21,951 shares; 2025Q4: 21,366 shares 21,366 $3.02M 0.38% -585 Timeline ARKW 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,616 shares; 2025Q4: 18,988 shares 18,988 $2.81M 0.35% +2,372 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: not loaded; 2024Q4: 4,105 shares; 2025Q1: 5,003 shares; 2025Q2: 5,483 shares; 2025Q3: 5,152 shares; 2025Q4: 5,385 shares 5,385 $2.71M 0.34% +233 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: not loaded; 2024Q4: 3,537 shares; 2025Q1: 4,376 shares; 2025Q2: 4,613 shares; 2025Q3: 5,420 shares; 2025Q4: 8,562 shares 8,562 $2.69M 0.34% +3,142 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,528 shares; 2025Q1: 1,715 shares; 2025Q2: 1,324 shares; 2025Q3: 2,560 shares; 2025Q4: 3,937 shares 3,937 $2.68M 0.34% +1,377 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,286 shares 85,286 $2.6M 0.33% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,261 shares 30,261 $2.56M 0.32% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,562 shares; 2025Q1: 104,967 shares; 2025Q2: 87,753 shares; 2025Q3: 66,724 shares; 2025Q4: 45,929 shares 45,929 $2.47M 0.31% -20,795 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,612 shares; 2025Q1: 25,663 shares; 2025Q2: 20,808 shares; 2025Q3: 21,058 shares; 2025Q4: 15,623 shares 15,623 $2.35M 0.3% -5,435 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,803 shares; 2025Q1: 4,444 shares; 2025Q2: 3,707 shares; 2025Q3: not reported; 2025Q4: 34,807 shares 34,807 $2.34M 0.29% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,184 shares; 2025Q1: 27,092 shares; 2025Q2: 24,970 shares; 2025Q3: 25,580 shares; 2025Q4: 37,310 shares 37,310 $2.33M 0.29% +11,730 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: not loaded; 2024Q4: 2,977 shares; 2025Q1: 3,808 shares; 2025Q2: 3,734 shares; 2025Q3: 7,440 shares; 2025Q4: 24,262 shares 24,262 $2.26M 0.28% +16,822 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 loaded; 2024Q4: not reported; 2025Q1: 1,797 shares; 2025Q2: 4,705 shares; 2025Q3: 5,127 shares; 2025Q4: 7,290 shares 7,290 $2.22M 0.28% +2,163 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: not loaded; 2024Q4: not reported; 2025Q1: 5,356 shares; 2025Q2: 9,796 shares; 2025Q3: 10,015 shares; 2025Q4: 13,622 shares 13,622 $2.18M 0.27% +3,607 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: not loaded; 2024Q4: 2,599 shares; 2025Q1: 2,465 shares; 2025Q2: 2,346 shares; 2025Q3: 2,103 shares; 2025Q4: 10,978 shares 10,978 $2.18M 0.27% +8,875 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,510 shares; 2025Q1: 19,832 shares; 2025Q2: 25,313 shares; 2025Q3: 24,085 shares; 2025Q4: 21,972 shares 21,972 $2.18M 0.27% -2,113 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,227 shares; 2025Q3: 4,080 shares; 2025Q4: 5,442 shares 5,442 $2.16M 0.27% +1,362 Timeline SIO TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,010 shares; 2025Q1: 49,308 shares; 2025Q2: 59,623 shares; 2025Q3: 66,925 shares; 2025Q4: 82,453 shares 82,453 $2.14M 0.27% +15,528 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: not loaded; 2024Q4: 416 shares; 2025Q1: 401 shares; 2025Q2: 861 shares; 2025Q3: 1,502 shares; 2025Q4: 2,398 shares 2,398 $2.11M 0.27% +896 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: not loaded; 2024Q4: 1,161 shares; 2025Q1: 2,048 shares; 2025Q2: 3,181 shares; 2025Q3: 4,673 shares; 2025Q4: 6,072 shares 6,072 $2.09M 0.26% +1,399 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,177 shares 45,177 $2.06M 0.26% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,303 shares; 2025Q4: 27,124 shares 27,124 $2.01M 0.25% +12,821 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,924 shares; 2025Q1: 47,637 shares; 2025Q2: 46,885 shares; 2025Q3: 46,129 shares; 2025Q4: 42,556 shares 42,556 $1.99M 0.25% -3,573 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: not loaded; 2024Q4: 415 shares; 2025Q1: 453 shares; 2025Q2: 467 shares; 2025Q3: 1,203 shares; 2025Q4: 2,214 shares 2,214 $1.91M 0.24% +1,011 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,933 shares; 2025Q1: 6,840 shares; 2025Q2: 6,423 shares; 2025Q3: 6,100 shares; 2025Q4: 10,289 shares 10,289 $1.82M 0.23% +4,189 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 loaded; 2024Q4: not reported; 2025Q1: 3,624 shares; 2025Q2: 4,503 shares; 2025Q3: 7,190 shares; 2025Q4: 10,024 shares 10,024 $1.78M 0.22% +2,834 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: not loaded; 2024Q4: 1,624 shares; 2025Q1: 3,452 shares; 2025Q2: 5,367 shares; 2025Q3: 5,565 shares; 2025Q4: 7,706 shares 7,706 $1.76M 0.22% +2,141 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: not loaded; 2024Q4: 6,444 shares; 2025Q1: 7,942 shares; 2025Q2: 9,629 shares; 2025Q3: 7,828 shares; 2025Q4: 15,516 shares 15,516 $1.73M 0.22% +7,688 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,937 shares; 2025Q1: 20,400 shares; 2025Q2: 18,870 shares; 2025Q3: 18,002 shares; 2025Q4: 17,111 shares 17,111 $1.72M 0.22% -891 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,701 shares; 2025Q1: 7,337 shares; 2025Q2: 6,148 shares; 2025Q3: 5,692 shares; 2025Q4: 5,811 shares 5,811 $1.69M 0.21% +119 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,495 shares; 2025Q1: 7,810 shares; 2025Q2: 9,376 shares; 2025Q3: 11,860 shares; 2025Q4: 13,788 shares 13,788 $1.68M 0.21% +1,928 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: not loaded; 2024Q4: 3,157 shares; 2025Q1: 3,341 shares; 2025Q2: 4,003 shares; 2025Q3: 4,050 shares; 2025Q4: 4,771 shares 4,771 $1.67M 0.21% +721 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,315 shares; 2025Q4: 54,940 shares 54,940 $1.66M 0.21% +9,625 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: not loaded; 2024Q4: 2,764 shares; 2025Q1: 3,251 shares; 2025Q2: 4,288 shares; 2025Q3: 3,768 shares; 2025Q4: 4,634 shares 4,634 $1.49M 0.19% +866 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,435 shares; 2025Q1: 22,631 shares; 2025Q2: 15,404 shares; 2025Q3: 16,351 shares; 2025Q4: 14,862 shares 14,862 $1.49M 0.19% -1,489 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,301 shares; 2025Q2: 20,669 shares; 2025Q3: 24,479 shares; 2025Q4: 29,257 shares 29,257 $1.48M 0.19% +4,778 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,921 shares; 2025Q3: 8,158 shares; 2025Q4: 11,572 shares 11,572 $1.48M 0.19% +3,414 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 loaded; 2024Q4: 6,202 shares; 2025Q1: 13,627 shares; 2025Q2: 11,898 shares; 2025Q3: 16,715 shares; 2025Q4: 20,475 shares 20,475 $1.42M 0.18% +3,760 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: not loaded; 2024Q4: 5,507 shares; 2025Q1: 9,311 shares; 2025Q2: 7,593 shares; 2025Q3: 7,209 shares; 2025Q4: 7,427 shares 7,427 $1.42M 0.18% +218 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,037 shares 26,037 $1.32M 0.17% new 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: not loaded; 2024Q4: 3,707 shares; 2025Q1: 4,026 shares; 2025Q2: 6,753 shares; 2025Q3: 7,081 shares; 2025Q4: 6,150 shares 6,150 $1.32M 0.17% -931 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,301 shares; 2025Q3: 11,130 shares; 2025Q4: 16,102 shares 16,102 $1.32M 0.17% +4,972 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: not loaded; 2024Q4: 680 shares; 2025Q1: 748 shares; 2025Q2: 720 shares; 2025Q3: 1,011 shares; 2025Q4: 13,994 shares 13,994 $1.31M 0.17% +12,983 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,340 shares 20,340 $1.31M 0.16% new 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 loaded; 2024Q4: 16,195 shares; 2025Q1: 15,452 shares; 2025Q2: 14,114 shares; 2025Q3: 13,510 shares; 2025Q4: 13,447 shares 13,447 $1.29M 0.16% -63 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 loaded; 2024Q4: 7,719 shares; 2025Q1: 8,308 shares; 2025Q2: 8,159 shares; 2025Q3: 7,663 shares; 2025Q4: 7,333 shares 7,333 $1.27M 0.16% -330 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,100 shares 6,100 $1.22M 0.15% new Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,459 shares; 2025Q3: 27,994 shares; 2025Q4: 41,640 shares 41,640 $1.22M 0.15% +13,646 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: not loaded; 2024Q4: 4,419 shares; 2025Q1: 7,525 shares; 2025Q2: 7,667 shares; 2025Q3: 8,566 shares; 2025Q4: 9,815 shares 9,815 $1.18M 0.15% +1,249 Timeline STIP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,514 shares; 2025Q4: 11,338 shares 11,338 $1.16M 0.15% +8,824 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,814 shares 28,814 $1.14M 0.14% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,483 shares; 2025Q1: 16,051 shares; 2025Q2: not reported; 2025Q3: 47,887 shares; 2025Q4: 47,265 shares 47,265 $1.14M 0.14% -622 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: not loaded; 2024Q4: 2,549 shares; 2025Q1: 4,154 shares; 2025Q2: 4,385 shares; 2025Q3: 4,333 shares; 2025Q4: 5,434 shares 5,434 $1.12M 0.14% +1,101 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 742 shares; 2025Q2: 3,044 shares; 2025Q3: 3,022 shares; 2025Q4: 4,104 shares 4,104 $1.12M 0.14% +1,082 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,858 shares 14,858 $1.11M 0.14% new Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,020 shares; 2025Q2: 20,372 shares; 2025Q3: 16,900 shares; 2025Q4: 16,759 shares 16,759 $1.11M 0.14% -141 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: not loaded; 2024Q4: 34,811 shares; 2025Q1: 36,080 shares; 2025Q2: 36,077 shares; 2025Q3: 39,237 shares; 2025Q4: 40,092 shares 40,092 $1.08M 0.14% +855 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21,177 shares; 2025Q2: 21,324 shares; 2025Q3: 21,324 shares; 2025Q4: 33,516 shares 33,516 $1.07M 0.14% +12,192 Timeline IDEQ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,467 shares; 2025Q3: 46,422 shares; 2025Q4: 35,072 shares 35,072 $1.06M 0.13% -11,350 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,296 shares; 2025Q2: 3,296 shares; 2025Q3: 3,296 shares; 2025Q4: 3,296 shares 3,296 $1.05M 0.13% 0 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,998 shares; 2025Q2: 17,361 shares; 2025Q3: 20,352 shares; 2025Q4: 27,698 shares 27,698 $1.04M 0.13% +7,346 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: not loaded; 2024Q4: not reported; 2025Q1: 1,374 shares; 2025Q2: 1,430 shares; 2025Q3: 3,575 shares; 2025Q4: 5,594 shares 5,594 $1.03M 0.13% +2,019 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: not loaded; 2024Q4: 3,604 shares; 2025Q1: 3,150 shares; 2025Q2: 3,743 shares; 2025Q3: 2,633 shares; 2025Q4: 4,178 shares 4,178 $1.03M 0.13% +1,545 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: not loaded; 2024Q4: 16,929 shares; 2025Q1: 13,225 shares; 2025Q2: 10,633 shares; 2025Q3: 12,509 shares; 2025Q4: 11,226 shares 11,226 $1M 0.13% -1,283 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,748 shares 44,748 $1M 0.13% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,249 shares 7,249 $993K 0.12% new 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: not loaded; 2024Q4: 2,378 shares; 2025Q1: 2,300 shares; 2025Q2: 2,092 shares; 2025Q3: 2,050 shares; 2025Q4: 2,083 shares 2,083 $986K 0.12% +33 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,321 shares; 2025Q4: 8,686 shares 8,686 $982K 0.12% +4,365 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: not loaded; 2024Q4: 2,594 shares; 2025Q1: 4,694 shares; 2025Q2: 5,729 shares; 2025Q3: 5,808 shares; 2025Q4: 6,444 shares 6,444 $982K 0.12% +636 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,469 shares; 2025Q4: 24,736 shares 24,736 $976K 0.12% -3,733 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: not loaded; 2024Q4: not reported; 2025Q1: 1,197 shares; 2025Q2: 1,526 shares; 2025Q3: 2,588 shares; 2025Q4: 4,466 shares 4,466 $970K 0.12% +1,878 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 488 shares; 2025Q3: 1,516 shares; 2025Q4: 2,044 shares 2,044 $958K 0.12% +528 Timeline SCZ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,303 shares 12,303 $954K 0.12% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,711 shares; 2025Q1: 26,231 shares; 2025Q2: 24,851 shares; 2025Q3: 24,553 shares; 2025Q4: 23,058 shares 23,058 $948K 0.12% -1,495 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,151 shares; 2025Q1: 7,609 shares; 2025Q2: 7,042 shares; 2025Q3: 6,985 shares; 2025Q4: 20,983 shares 20,983 $938K 0.12% +13,998 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 loaded; 2024Q4: 844 shares; 2025Q1: 1,391 shares; 2025Q2: 4,412 shares; 2025Q3: 2,914 shares; 2025Q4: 2,779 shares 2,779 $917K 0.12% -135 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,882 shares; 2025Q4: 11,318 shares 11,318 $917K 0.12% +1,436 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,054 shares; 2025Q2: 5,514 shares; 2025Q3: 5,457 shares; 2025Q4: 7,850 shares 7,850 $905K 0.11% +2,393 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,284 shares; 2025Q3: 19,119 shares; 2025Q4: 27,550 shares 27,550 $899K 0.11% +8,431 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,823 shares; 2025Q2: 8,506 shares; 2025Q3: 14,072 shares; 2025Q4: 25,148 shares 25,148 $892K 0.11% +11,076 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,613 shares; 2025Q1: 8,514 shares; 2025Q2: 11,313 shares; 2025Q3: 10,089 shares; 2025Q4: 15,991 shares 15,991 $880K 0.11% +5,902 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: not loaded; 2024Q4: 1,368 shares; 2025Q1: 1,045 shares; 2025Q2: 870 shares; 2025Q3: 1,122 shares; 2025Q4: 1,259 shares 1,259 $862K 0.11% +137 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,883 shares; 2025Q2: 3,207 shares; 2025Q3: 3,705 shares; 2025Q4: 5,580 shares 5,580 $857K 0.11% +1,875 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,139 shares; 2025Q2: 16,096 shares; 2025Q3: 15,542 shares; 2025Q4: 30,523 shares 30,523 $855K 0.11% +14,981 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,206 shares; 2025Q3: 2,674 shares; 2025Q4: 8,290 shares 8,290 $845K 0.11% +5,616 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,486 shares; 2025Q4: 31,081 shares 31,081 $814K 0.1% -22,405 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: not loaded; 2024Q4: 2,464 shares; 2025Q1: not reported; 2025Q2: 4,503 shares; 2025Q3: 6,115 shares; 2025Q4: 7,591 shares 7,591 $813K 0.1% +1,476 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: not loaded; 2024Q4: not reported; 2025Q1: 725 shares; 2025Q2: 1,561 shares; 2025Q3: 1,371 shares; 2025Q4: 1,415 shares 1,415 $810K 0.1% +44 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,527 shares; 2025Q4: 2,247 shares 2,247 $809K 0.1% +720 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,656 shares; 2025Q1: 5,737 shares; 2025Q2: 5,240 shares; 2025Q3: 4,535 shares; 2025Q4: 4,734 shares 4,734 $795K 0.1% +199 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 loaded; 2024Q4: not reported; 2025Q1: 2,673 shares; 2025Q2: 4,114 shares; 2025Q3: 4,147 shares; 2025Q4: 4,623 shares 4,623 $791K 0.1% +476 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: not loaded; 2024Q4: 1,878 shares; 2025Q1: 2,311 shares; 2025Q2: 3,357 shares; 2025Q3: 3,501 shares; 2025Q4: 4,058 shares 4,058 $791K 0.1% +557 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,775 shares; 2025Q3: 2,638 shares; 2025Q4: 2,751 shares 2,751 $785K 0.1% +113 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,522 shares; 2025Q4: 22,548 shares 22,548 $784K 0.1% -4,974 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,009 shares; 2025Q3: 2,110 shares; 2025Q4: 2,382 shares 2,382 $780K 0.1% +272 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,655 shares; 2025Q4: 3,126 shares 3,126 $777K 0.1% +471 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,845 shares; 2025Q2: 3,357 shares; 2025Q3: 2,926 shares; 2025Q4: 4,156 shares 4,156 $762K 0.1% +1,230 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,021 shares; 2025Q4: 8,150 shares 8,150 $756K 0.1% +1,129 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,771 shares 12,771 $754K 0.09% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,627 shares; 2025Q1: 321,367 shares; 2025Q2: 363,821 shares; 2025Q3: 23,319 shares; 2025Q4: 15,579 shares 15,579 $750K 0.09% -7,740 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,427 shares; 2025Q1: 8,457 shares; 2025Q2: 8,457 shares; 2025Q3: 8,457 shares; 2025Q4: 8,132 shares 8,132 $747K 0.09% -325 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 615 shares; 2025Q3: 2,446 shares; 2025Q4: 1,544 shares 1,544 $747K 0.09% -902 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 925 shares; 2025Q1: 979 shares; 2025Q2: 1,045 shares; 2025Q3: 1,030 shares; 2025Q4: 1,089 shares 1,089 $734K 0.09% +59 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,085 shares; 2025Q4: 14,370 shares 14,370 $713K 0.09% +10,285 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,694 shares; 2025Q4: 23,602 shares 23,602 $703K 0.09% -2,092 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,090 shares; 2025Q2: 1,717 shares; 2025Q3: 1,695 shares; 2025Q4: 1,879 shares 1,879 $695K 0.09% +184 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: not loaded; 2024Q4: 760 shares; 2025Q1: 1,505 shares; 2025Q2: 2,011 shares; 2025Q3: 1,825 shares; 2025Q4: 2,124 shares 2,124 $649K 0.08% +299 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: not loaded; 2024Q4: 693 shares; 2025Q1: 807 shares; 2025Q2: 750 shares; 2025Q3: 756 shares; 2025Q4: 1,137 shares 1,137 $649K 0.08% +381 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,715 shares; 2025Q1: 1,906 shares; 2025Q2: 2,262 shares; 2025Q3: 1,901 shares; 2025Q4: 2,416 shares 2,416 $648K 0.08% +515 Timeline LI LI AUTO INC More: the full row for LI AUTO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,677 shares 37,677 $638K 0.08% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,410 shares; 2025Q1: 13,163 shares; 2025Q2: 11,451 shares; 2025Q3: 14,378 shares; 2025Q4: 12,931 shares 12,931 $625K 0.08% -1,447 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,035 shares; 2025Q3: 998 shares; 2025Q4: 1,386 shares 1,386 $616K 0.08% +388 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,552 shares; 2025Q3: 19,120 shares; 2025Q4: 7,626 shares 7,626 $615K 0.08% -11,494 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: not loaded; 2024Q4: 1,043 shares; 2025Q1: 1,340 shares; 2025Q2: 2,122 shares; 2025Q3: 1,749 shares; 2025Q4: 2,075 shares 2,075 $615K 0.08% +326 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,619 shares; 2025Q4: 33,438 shares 33,438 $596K 0.08% -19,181 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: not loaded; 2024Q4: 1,356 shares; 2025Q1: 1,831 shares; 2025Q2: 2,030 shares; 2025Q3: 2,287 shares; 2025Q4: 2,238 shares 2,238 $593K 0.07% -49 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,760 shares; 2025Q1: 51,911 shares; 2025Q2: 38,396 shares; 2025Q3: 38,252 shares; 2025Q4: 5,771 shares 5,771 $591K 0.07% -32,481 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 loaded; 2024Q4: 5,708 shares; 2025Q1: 4,891 shares; 2025Q2: not reported; 2025Q3: 3,791 shares; 2025Q4: 10,693 shares 10,693 $585K 0.07% +6,902 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,574 shares; 2025Q1: 9,410 shares; 2025Q2: 4,710 shares; 2025Q3: 4,626 shares; 2025Q4: 5,804 shares 5,804 $580K 0.07% +1,178 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,744 shares; 2025Q3: 9,280 shares; 2025Q4: 6,627 shares 6,627 $578K 0.07% -2,653 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,554 shares; 2025Q1: 13,528 shares; 2025Q2: 6,655 shares; 2025Q3: 7,499 shares; 2025Q4: 11,441 shares 11,441 $575K 0.07% +3,942 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,659 shares 21,659 $574K 0.07% new 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 loaded; 2024Q4: not reported; 2025Q1: 1,570 shares; 2025Q2: 1,450 shares; 2025Q3: 1,489 shares; 2025Q4: 1,859 shares 1,859 $573K 0.07% +370 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,044 shares; 2025Q2: 12,807 shares; 2025Q3: 12,566 shares; 2025Q4: 12,508 shares 12,508 $565K 0.07% -58 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,565 shares 2,565 $563K 0.07% new Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,664 shares 39,664 $562K 0.07% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,746 shares; 2025Q4: 14,955 shares 14,955 $553K 0.07% +209 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 459 shares; 2025Q4: 951 shares 951 $551K 0.07% +492 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 18,522 shares; 2025Q2: 17,010 shares; 2025Q3: 15,972 shares; 2025Q4: 15,972 shares 15,972 $545K 0.07% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,265 shares; 2025Q4: 22,101 shares 22,101 $542K 0.07% +7,836 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: not loaded; 2024Q4: 1,815 shares; 2025Q1: 2,735 shares; 2025Q2: 3,842 shares; 2025Q3: 3,244 shares; 2025Q4: 3,717 shares 3,717 $533K 0.07% +473 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 478 shares; 2025Q2: 549 shares; 2025Q3: 586 shares; 2025Q4: 1,018 shares 1,018 $532K 0.07% +432 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: not loaded; 2024Q4: 17,532 shares; 2025Q1: 14,200 shares; 2025Q2: 10,914 shares; 2025Q3: 8,874 shares; 2025Q4: 8,059 shares 8,059 $532K 0.07% -815 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,169 shares; 2025Q4: 3,599 shares 3,599 $528K 0.07% +430 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,996 shares 10,996 $527K 0.07% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,018 shares; 2025Q3: 2,949 shares; 2025Q4: 4,126 shares 4,126 $522K 0.07% +1,177 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: not loaded; 2024Q4: 931 shares; 2025Q1: 941 shares; 2025Q2: 503 shares; 2025Q3: 816 shares; 2025Q4: 1,068 shares 1,068 $521K 0.07% +252 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,886 shares; 2025Q4: 10,617 shares 10,617 $521K 0.07% +4,731 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,427 shares; 2025Q3: 2,444 shares; 2025Q4: 3,186 shares 3,186 $518K 0.07% +742 Timeline JNK 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 loaded; 2024Q4: not reported; 2025Q1: 2,147 shares; 2025Q2: 2,889 shares; 2025Q3: 5,131 shares; 2025Q4: 5,196 shares 5,196 $505K 0.06% +65 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: not loaded; 2024Q4: not reported; 2025Q1: 2,511 shares; 2025Q2: 3,757 shares; 2025Q3: 3,540 shares; 2025Q4: 4,695 shares 4,695 $494K 0.06% +1,155 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,402 shares; 2025Q3: 2,277 shares; 2025Q4: 2,859 shares 2,859 $484K 0.06% +582 Timeline DAC DANAOS CORPORATION More: the full row for DANAOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,178 shares; 2025Q3: 4,012 shares; 2025Q4: 5,080 shares 5,080 $478K 0.06% +1,068 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,606 shares; 2025Q3: 1,523 shares; 2025Q4: 2,139 shares 2,139 $476K 0.06% +616 Timeline CZA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,205 shares; 2025Q1: 5,338 shares; 2025Q2: 5,278 shares; 2025Q3: 5,217 shares; 2025Q4: 4,289 shares 4,289 $475K 0.06% -928 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,581 shares; 2025Q4: 10,173 shares 10,173 $475K 0.06% +4,592 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 451 shares; 2025Q3: 562 shares; 2025Q4: 717 shares 717 $469K 0.06% +155 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: not loaded; 2024Q4: not reported; 2025Q1: 6,693 shares; 2025Q2: 15,640 shares; 2025Q3: 15,738 shares; 2025Q4: 11,341 shares 11,341 $462K 0.06% -4,397 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,618 shares; 2025Q1: 3,639 shares; 2025Q2: 3,639 shares; 2025Q3: 3,639 shares; 2025Q4: 4,687 shares 4,687 $451K 0.06% +1,048 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: not loaded; 2024Q4: 3,100 shares; 2025Q1: 3,099 shares; 2025Q2: 3,028 shares; 2025Q3: 2,984 shares; 2025Q4: 3,013 shares 3,013 $448K 0.06% +29 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,668 shares; 2025Q1: 6,939 shares; 2025Q2: 6,269 shares; 2025Q3: 4,771 shares; 2025Q4: 4,330 shares 4,330 $444K 0.06% -441 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,458 shares; 2025Q2: 2,669 shares; 2025Q3: 2,251 shares; 2025Q4: 2,465 shares 2,465 $438K 0.06% +214 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: not loaded; 2024Q4: not reported; 2025Q1: 4,687 shares; 2025Q2: 5,825 shares; 2025Q3: 4,931 shares; 2025Q4: 6,212 shares 6,212 $434K 0.05% +1,281 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,575 shares 14,575 $415K 0.05% new Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,507 shares 6,507 $413K 0.05% new 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: not loaded; 2024Q4: 2,781 shares; 2025Q1: 5,414 shares; 2025Q2: 4,857 shares; 2025Q3: 4,532 shares; 2025Q4: 4,503 shares 4,503 $412K 0.05% -29 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,667 shares 3,667 $407K 0.05% new Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,729 shares; 2025Q4: 10,469 shares 10,469 $401K 0.05% +740 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,914 shares; 2025Q2: 7,151 shares; 2025Q3: 6,691 shares; 2025Q4: 6,667 shares 6,667 $401K 0.05% -24 Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,910 shares; 2025Q4: 75,125 shares 75,125 $398K 0.05% -11,785 Timeline APXM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,806 shares; 2025Q3: 12,806 shares; 2025Q4: 12,806 shares 12,806 $398K 0.05% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,955 shares 7,955 $397K 0.05% new Timeline NCIQ HASHDEX NASDAQ CME CRYPTO More: the full row for HASHDEX NASDAQ CME CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,994 shares 16,994 $386K 0.05% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,507 shares 9,507 $382K 0.05% new 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 loaded; 2024Q4: 577 shares; 2025Q1: 633 shares; 2025Q2: 693 shares; 2025Q3: 636 shares; 2025Q4: 893 shares 893 $381K 0.05% +257 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,968 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,248 shares; 2025Q4: 1,938 shares 1,938 $371K 0.05% +690 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,478 shares; 2025Q1: 1,709 shares; 2025Q2: 1,474 shares; 2025Q3: 1,474 shares; 2025Q4: 1,423 shares 1,423 $367K 0.05% -51 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 632 shares; 2025Q2: 718 shares; 2025Q3: 781 shares; 2025Q4: 1,047 shares 1,047 $366K 0.05% +266 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,946 shares; 2025Q1: 3,630 shares; 2025Q2: 3,856 shares; 2025Q3: 3,274 shares; 2025Q4: 4,516 shares 4,516 $363K 0.05% +1,242 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 363 shares; 2025Q1: 388 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 478 shares 478 $360K 0.05% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,254 shares 6,254 $354K 0.04% new Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,067 shares; 2025Q4: 16,383 shares 16,383 $353K 0.04% +5,316 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,313 shares; 2025Q3: 11,040 shares; 2025Q4: 14,124 shares 14,124 $352K 0.04% +3,084 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,699 shares 3,699 $346K 0.04% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,679 shares; 2025Q3: 6,482 shares; 2025Q4: 6,998 shares 6,998 $344K 0.04% +516 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,496 shares 1,496 $342K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 612 shares; 2025Q3: 613 shares; 2025Q4: 881 shares 881 $329K 0.04% +268 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,982 shares; 2025Q1: 2,868 shares; 2025Q2: 1,963 shares; 2025Q3: 1,855 shares; 2025Q4: 1,615 shares 1,615 $328K 0.04% -240 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,366 shares; 2025Q3: 3,887 shares; 2025Q4: 4,415 shares 4,415 $326K 0.04% +528 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: not loaded; 2024Q4: not reported; 2025Q1: 4,100 shares; 2025Q2: 4,146 shares; 2025Q3: not reported; 2025Q4: 4,215 shares 4,215 $325K 0.04% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 396 shares; 2025Q4: 525 shares 525 $321K 0.04% +129 Timeline QQQE 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 loaded; 2024Q4: 2,930 shares; 2025Q1: 2,495 shares; 2025Q2: 2,609 shares; 2025Q3: 3,023 shares; 2025Q4: 3,074 shares 3,074 $315K 0.04% +51 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,640 shares 3,640 $314K 0.04% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,617 shares; 2025Q4: 8,365 shares 8,365 $310K 0.04% -7,252 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,470 shares; 2025Q3: 2,336 shares; 2025Q4: 2,885 shares 2,885 $309K 0.04% +549 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,818 shares; 2025Q4: 4,797 shares 4,797 $306K 0.04% +979 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,233 shares; 2025Q1: 2,394 shares; 2025Q2: 3,509 shares; 2025Q3: 2,639 shares; 2025Q4: 2,671 shares 2,671 $304K 0.04% +32 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,504 shares; 2025Q3: 1,523 shares; 2025Q4: 1,879 shares 1,879 $304K 0.04% +356 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: not loaded; 2024Q4: not reported; 2025Q1: 1,535 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,104 shares 2,104 $302K 0.04% new Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,264 shares; 2025Q3: 4,192 shares; 2025Q4: 3,551 shares 3,551 $299K 0.04% -641 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,036 shares; 2025Q1: 6,209 shares; 2025Q2: 6,274 shares; 2025Q3: not reported; 2025Q4: 3,120 shares 3,120 $297K 0.04% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 477 shares; 2025Q2: 509 shares; 2025Q3: 506 shares; 2025Q4: 575 shares 575 $294K 0.04% +69 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,631 shares 12,631 $291K 0.04% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 873 shares; 2025Q3: 967 shares; 2025Q4: 1,180 shares 1,180 $291K 0.04% +213 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,382 shares; 2025Q2: 5,582 shares; 2025Q3: 5,661 shares; 2025Q4: 5,862 shares 5,862 $290K 0.04% +201 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,166 shares 2,166 $288K 0.04% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 310 shares; 2025Q3: not reported; 2025Q4: 431 shares 431 $286K 0.04% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,150 shares 1,150 $279K 0.04% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,217 shares 1,217 $277K 0.03% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 612 shares; 2025Q3: not reported; 2025Q4: 1,817 shares 1,817 $276K 0.03% new Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,346 shares; 2025Q1: 5,211 shares; 2025Q2: 5,303 shares; 2025Q3: 5,265 shares; 2025Q4: 5,376 shares 5,376 $274K 0.03% +111 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: not loaded; 2024Q4: not reported; 2025Q1: 1,558 shares; 2025Q2: 1,729 shares; 2025Q3: not reported; 2025Q4: 2,170 shares 2,170 $272K 0.03% new Timeline SPTI 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 loaded; 2024Q4: not reported; 2025Q1: 10,307 shares; 2025Q2: 9,499 shares; 2025Q3: 8,795 shares; 2025Q4: 9,426 shares 9,426 $272K 0.03% +631 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,101 shares 3,101 $272K 0.03% new Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,546 shares 16,546 $271K 0.03% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,095 shares; 2025Q2: 1,938 shares; 2025Q3: 2,216 shares; 2025Q4: 2,834 shares 2,834 $270K 0.03% +618 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 987 shares 987 $268K 0.03% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,782 shares; 2025Q4: 7,738 shares 7,738 $267K 0.03% -4,044 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,231 shares 6,231 $265K 0.03% new Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,990 shares 4,990 $263K 0.03% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 462 shares 462 $262K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: 2,059 shares; 2025Q2: 2,061 shares; 2025Q3: 2,140 shares; 2025Q4: 2,292 shares 2,292 $261K 0.03% +152 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,328 shares; 2025Q3: 7,332 shares; 2025Q4: 7,305 shares 7,305 $257K 0.03% -27 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,888 shares 1,888 $255K 0.03% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 778 shares; 2025Q3: 699 shares; 2025Q4: 815 shares 815 $255K 0.03% +116 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,651 shares 7,651 $251K 0.03% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 724 shares; 2025Q3: 630 shares; 2025Q4: 643 shares 643 $250K 0.03% +13 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,000 shares; 2025Q1: 17,000 shares; 2025Q2: 18,045 shares; 2025Q3: 21,051 shares; 2025Q4: 21,048 shares 21,048 $249K 0.03% -3 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,382 shares 3,382 $249K 0.03% new Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,159 shares 7,159 $247K 0.03% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,547 shares 1,547 $246K 0.03% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,366 shares; 2025Q2: 2,354 shares; 2025Q3: 2,624 shares; 2025Q4: 2,831 shares 2,831 $238K 0.03% +207 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,693 shares 3,693 $238K 0.03% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,050 shares; 2025Q3: 11,189 shares; 2025Q4: 14,722 shares 14,722 $237K 0.03% +3,533 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,749 shares 2,749 $237K 0.03% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,112 shares 1,112 $236K 0.03% new Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,298 shares 3,298 $235K 0.03% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,295 shares; 2025Q3: 1,866 shares; 2025Q4: 2,000 shares 2,000 $234K 0.03% +134 Timeline NOVM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,127 shares 7,127 $234K 0.03% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 516 shares 516 $234K 0.03% new Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,872 shares; 2025Q4: 1,876 shares 1,876 $233K 0.03% +4 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,369 shares; 2025Q1: 5,585 shares; 2025Q2: 5,493 shares; 2025Q3: 5,659 shares; 2025Q4: 5,731 shares 5,731 $230K 0.03% +72 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,690 shares 1,690 $230K 0.03% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,156 shares; 2025Q2: 11,332 shares; 2025Q3: 9,215 shares; 2025Q4: 9,234 shares 9,234 $229K 0.03% +19 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 657 shares; 2025Q1: 752 shares; 2025Q2: 744 shares; 2025Q3: 623 shares; 2025Q4: 720 shares 720 $229K 0.03% +97 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: not loaded; 2024Q4: 3,727 shares; 2025Q1: 3,745 shares; 2025Q2: 2,953 shares; 2025Q3: 2,880 shares; 2025Q4: 2,778 shares 2,778 $229K 0.03% -102 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,150 shares 2,150 $228K 0.03% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,987 shares; 2025Q3: 1,756 shares; 2025Q4: 1,725 shares 1,725 $226K 0.03% -31 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,180 shares 4,180 $226K 0.03% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,685 shares 2,685 $225K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: 1,913 shares; 2025Q2: 1,489 shares; 2025Q3: not reported; 2025Q4: 1,312 shares 1,312 $224K 0.03% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,239 shares 1,239 $223K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,911 shares 1,911 $223K 0.03% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,385 shares 1,385 $223K 0.03% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,730 shares 2,730 $223K 0.03% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 388 shares; 2025Q3: 448 shares; 2025Q4: 450 shares 450 $221K 0.03% +2 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,087 shares 4,087 $218K 0.03% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 562 shares; 2025Q4: 563 shares 563 $218K 0.03% +1 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,245 shares; 2025Q1: 10,554 shares; 2025Q2: 4,679 shares; 2025Q3: not reported; 2025Q4: 3,814 shares 3,814 $217K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 894 shares 894 $216K 0.03% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,052 shares 2,052 $215K 0.03% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 199 shares 199 $213K 0.03% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,507 shares 6,507 $213K 0.03% new Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,815 shares; 2025Q4: 1,878 shares 1,878 $213K 0.03% -937 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,048 shares; 2025Q4: 12,144 shares 12,144 $213K 0.03% -12,904 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 233 shares; 2025Q1: 283 shares; 2025Q2: 285 shares; 2025Q3: 232 shares; 2025Q4: 1,365 shares 1,365 $209K 0.03% +1,133 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,228 shares 18,228 $209K 0.03% new Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,074 shares; 2025Q4: 4,707 shares 4,707 $207K 0.03% -1,367 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,629 shares; 2025Q4: 1,629 shares 1,629 $205K 0.03% 0 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,238 shares; 2025Q1: 12,244 shares; 2025Q2: 12,114 shares; 2025Q3: 12,112 shares; 2025Q4: 12,113 shares 12,113 $123K 0.02% +1 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,702 shares; 2025Q3: 48,352 shares; 2025Q4: 23,960 shares 23,960 $122K 0.02% -24,392 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,240 shares 10,240 $113K 0.01% new Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,880 shares 24,880 $109K 0.01% new Timeline GTE GRAN TIERRA ENERGY INC More: the full row for GRAN TIERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,485 shares; 2025Q1: 24,485 shares; 2025Q2: 24,485 shares; 2025Q3: 24,485 shares; 2025Q4: 24,485 shares 24,485 $104K 0.01% 0 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,256 shares; 2025Q3: 11,256 shares; 2025Q4: 11,256 shares 11,256 $102K 0.01% 0 Timeline ATAIBECKLEY INC ATAIBECKLEY INC More: the full row for ATAIBECKLEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,849 shares; 2025Q4: 18,348 shares 18,348 $75K 0.01% +6,499 OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,490 shares 12,490 $72.8K 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,554 shares; 2025Q4: 14,054 shares 14,054 $61.3K 0.01% -15,500 Timeline GPRO GOPRO INC More: the full row for GOPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,900 shares; 2025Q4: 13,000 shares 13,000 $18.3K <0.01% -15,900 Timeline KOS KOSMOS ENERGY LTD More: the full row for KOSMOS ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,733 shares 18,733 $17K <0.01% new Timeline