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: 356,886 shares; 2024Q4: 361,925 shares; 2025Q1: 359,120 shares; 2025Q2: 391,440 shares; 2025Q3: 386,371 shares; 2025Q4: 382,164 shares 382,164 $104M 6.62% -4,207 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: 114,454 shares; 2024Q4: 120,032 shares; 2025Q1: 146,241 shares; 2025Q2: 171,307 shares; 2025Q3: 183,158 shares; 2025Q4: 176,127 shares 176,127 $59.1M 3.76% -7,031 Timeline BFLB 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,032,349 shares 1,032,349 $52.7M 3.36% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,086 shares; 2024Q4: 5,492 shares; 2025Q1: 9,215 shares; 2025Q2: 10,363 shares; 2025Q3: 39,849 shares; 2025Q4: 68,939 shares 68,939 $47.2M 3.01% +29,090 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: 91,563 shares; 2024Q4: 82,042 shares; 2025Q1: 110,091 shares; 2025Q2: 179,124 shares; 2025Q3: 156,090 shares; 2025Q4: 206,761 shares 206,761 $38.6M 2.46% +50,671 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: 24,529 shares; 2024Q4: 24,572 shares; 2025Q1: 27,337 shares; 2025Q2: 42,056 shares; 2025Q3: 34,249 shares; 2025Q4: 62,813 shares 62,813 $30.4M 1.94% +28,564 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: 103,666 shares; 2024Q4: 103,866 shares; 2025Q1: 108,031 shares; 2025Q2: 122,705 shares; 2025Q3: 115,019 shares; 2025Q4: 91,253 shares 91,253 $28.6M 1.82% -23,766 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,946 shares; 2025Q2: not reported; 2025Q3: 312,310 shares; 2025Q4: 302,987 shares 302,987 $27.7M 1.76% -9,323 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: 53,092 shares; 2024Q4: 54,492 shares; 2025Q1: 53,531 shares; 2025Q2: 58,632 shares; 2025Q3: 60,563 shares; 2025Q4: 52,171 shares 52,171 $26.2M 1.67% -8,392 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: 281,596 shares; 2024Q4: 306,901 shares; 2025Q1: 261,501 shares; 2025Q2: 268,726 shares; 2025Q3: 325,206 shares; 2025Q4: 380,128 shares 380,128 $25.6M 1.63% +54,922 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: 498,096 shares; 2024Q4: 1,108,046 shares; 2025Q1: 984,903 shares; 2025Q2: 989,497 shares; 2025Q3: 1,023,727 shares; 2025Q4: 1,037,777 shares 1,037,777 $24.9M 1.59% +14,050 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,526 shares; 2024Q4: 749,693 shares; 2025Q1: 770,717 shares; 2025Q2: 812,905 shares; 2025Q3: 857,845 shares; 2025Q4: 917,996 shares 917,996 $23.6M 1.51% +60,151 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,544 shares; 2024Q4: 84,997 shares; 2025Q1: 83,643 shares; 2025Q2: 108,201 shares; 2025Q3: 95,197 shares; 2025Q4: 99,316 shares 99,316 $21.1M 1.34% +4,119 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: 20,057 shares; 2024Q4: 20,768 shares; 2025Q1: 20,774 shares; 2025Q2: 26,652 shares; 2025Q3: 26,695 shares; 2025Q4: 65,593 shares 65,593 $20.5M 1.31% +38,898 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: 22,196 shares; 2024Q4: 22,826 shares; 2025Q1: 21,539 shares; 2025Q2: 22,939 shares; 2025Q3: 22,992 shares; 2025Q4: 30,868 shares 30,868 $20.4M 1.3% +7,876 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,855 shares; 2024Q4: 423,365 shares; 2025Q1: 428,388 shares; 2025Q2: 650,529 shares; 2025Q3: 649,043 shares; 2025Q4: 557,443 shares 557,443 $19.1M 1.22% -91,600 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: 363,611 shares; 2024Q4: 599,917 shares; 2025Q1: 462,710 shares; 2025Q2: 658,530 shares; 2025Q3: 653,927 shares; 2025Q4: 558,393 shares 558,393 $17.9M 1.14% -95,534 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,628 shares; 2024Q4: 317,471 shares; 2025Q1: 296,559 shares; 2025Q2: 339,572 shares; 2025Q3: 285,278 shares; 2025Q4: 255,592 shares 255,592 $17.7M 1.13% -29,686 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,602 shares; 2024Q4: 110,669 shares; 2025Q1: 112,783 shares; 2025Q2: 181,867 shares; 2025Q3: 223,528 shares; 2025Q4: 229,978 shares 229,978 $17.7M 1.13% +6,450 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,537 shares; 2025Q3: 149,980 shares; 2025Q4: 233,293 shares 233,293 $16.5M 1.05% +83,313 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: 208,937 shares; 2024Q4: 190,253 shares; 2025Q1: 174,729 shares; 2025Q2: 197,518 shares; 2025Q3: 193,887 shares; 2025Q4: 146,303 shares 146,303 $16.3M 1.04% -47,584 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: 68,071 shares; 2024Q4: 65,711 shares; 2025Q1: 67,386 shares; 2025Q2: 82,352 shares; 2025Q3: 81,638 shares; 2025Q4: 68,761 shares 68,761 $15.9M 1.01% -12,877 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,652 shares; 2025Q3: 154,755 shares; 2025Q4: 206,140 shares 206,140 $15.4M 0.98% +51,385 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,019 shares; 2024Q4: 259,493 shares; 2025Q1: 258,292 shares; 2025Q2: 312,471 shares; 2025Q3: 323,776 shares; 2025Q4: 282,187 shares 282,187 $14.9M 0.95% -41,589 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,123 shares; 2024Q4: 37,667 shares; 2025Q1: 38,303 shares; 2025Q2: 38,957 shares; 2025Q3: 37,070 shares; 2025Q4: 26,751 shares 26,751 $14.8M 0.94% -10,319 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,252 shares; 2025Q4: 142,478 shares 142,478 $14.3M 0.91% +24,226 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,621 shares; 2025Q3: 91,740 shares; 2025Q4: 152,376 shares 152,376 $14.1M 0.9% +60,636 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,235 shares; 2024Q4: 215,990 shares; 2025Q1: 147,064 shares; 2025Q2: 208,109 shares; 2025Q3: 231,545 shares; 2025Q4: 211,500 shares 211,500 $14M 0.9% -20,045 Timeline IGRO 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: 92,213 shares; 2024Q4: 98,451 shares; 2025Q1: 104,677 shares; 2025Q2: 163,807 shares; 2025Q3: 177,874 shares; 2025Q4: 167,647 shares 167,647 $13.9M 0.88% -10,227 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: 72,171 shares; 2024Q4: 72,329 shares; 2025Q1: 70,834 shares; 2025Q2: 77,803 shares; 2025Q3: 73,927 shares; 2025Q4: 57,860 shares 57,860 $13.2M 0.84% -16,067 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: 78,423 shares; 2024Q4: 76,218 shares; 2025Q1: 81,610 shares; 2025Q2: 96,934 shares; 2025Q3: 95,126 shares; 2025Q4: 86,332 shares 86,332 $13.2M 0.84% -8,794 Timeline FTLS 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: 130,539 shares; 2024Q4: 148,114 shares; 2025Q1: 146,626 shares; 2025Q2: 215,979 shares; 2025Q3: 216,405 shares; 2025Q4: 185,142 shares 185,142 $13.1M 0.84% -31,263 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,463 shares; 2025Q3: 124,843 shares; 2025Q4: 178,725 shares 178,725 $12.8M 0.82% +53,882 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: 108,604 shares; 2024Q4: 120,542 shares; 2025Q1: 127,870 shares; 2025Q2: 201,721 shares; 2025Q3: 223,075 shares; 2025Q4: 208,408 shares 208,408 $12.5M 0.8% -14,667 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: 17,862 shares; 2024Q4: 17,033 shares; 2025Q1: 16,846 shares; 2025Q2: 19,746 shares; 2025Q3: 18,148 shares; 2025Q4: 14,474 shares 14,474 $12.5M 0.8% -3,674 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: 29,321 shares; 2024Q4: 30,027 shares; 2025Q1: 32,444 shares; 2025Q2: 37,597 shares; 2025Q3: 36,118 shares; 2025Q4: 38,360 shares 38,360 $12.4M 0.79% +2,242 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: 15,888 shares; 2024Q4: 14,935 shares; 2025Q1: 22,236 shares; 2025Q2: 33,996 shares; 2025Q3: 34,782 shares; 2025Q4: 97,326 shares 97,326 $11.7M 0.75% +62,544 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,099 shares; 2025Q3: 126,286 shares; 2025Q4: 172,944 shares 172,944 $11.7M 0.75% +46,658 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: 61,691 shares; 2024Q4: 56,950 shares; 2025Q1: 58,311 shares; 2025Q2: 70,070 shares; 2025Q3: 69,166 shares; 2025Q4: 54,215 shares 54,215 $11.2M 0.71% -14,951 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572,399 shares; 2024Q4: 577,532 shares; 2025Q1: 590,708 shares; 2025Q2: 735,647 shares; 2025Q3: 750,272 shares; 2025Q4: 476,378 shares 476,378 $11.2M 0.71% -273,894 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: 68,292 shares; 2024Q4: 65,792 shares; 2025Q1: 62,642 shares; 2025Q2: 62,237 shares; 2025Q3: 63,664 shares; 2025Q4: 240,318 shares 240,318 $10.6M 0.67% +176,654 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 reported; 2024Q4: 4,763 shares; 2025Q1: 4,661 shares; 2025Q2: 4,473 shares; 2025Q3: 64,115 shares; 2025Q4: 104,491 shares 104,491 $10.4M 0.67% +40,376 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: 58,152 shares; 2024Q4: 61,401 shares; 2025Q1: 64,562 shares; 2025Q2: 97,525 shares; 2025Q3: 101,042 shares; 2025Q4: 96,964 shares 96,964 $10M 0.64% -4,078 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,392 shares; 2024Q4: 24,440 shares; 2025Q1: 24,485 shares; 2025Q2: 24,542 shares; 2025Q3: 24,602 shares; 2025Q4: 24,551 shares 24,551 $9.88M 0.63% -51 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,687 shares; 2024Q4: 234,644 shares; 2025Q1: 247,815 shares; 2025Q2: 383,944 shares; 2025Q3: 410,259 shares; 2025Q4: 345,756 shares 345,756 $9.87M 0.63% -64,503 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares 13 $9.81M 0.63% 0 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,905 shares; 2024Q4: 368,738 shares; 2025Q1: 389,228 shares; 2025Q2: 444,784 shares; 2025Q3: 467,547 shares; 2025Q4: 373,532 shares 373,532 $9.58M 0.61% -94,015 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,260 shares; 2025Q3: 60,985 shares; 2025Q4: 106,690 shares 106,690 $9.54M 0.61% +45,705 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: 18,827 shares; 2024Q4: 19,076 shares; 2025Q1: 19,148 shares; 2025Q2: 21,714 shares; 2025Q3: 20,922 shares; 2025Q4: 15,804 shares 15,804 $9.02M 0.57% -5,118 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,840 shares; 2025Q3: 158,892 shares; 2025Q4: 181,089 shares 181,089 $8.57M 0.55% +22,197 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,670 shares; 2024Q4: 336,208 shares; 2025Q1: 345,316 shares; 2025Q2: 404,710 shares; 2025Q3: 419,917 shares; 2025Q4: 331,628 shares 331,628 $8.45M 0.54% -88,289 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: 47,356 shares; 2024Q4: 47,744 shares; 2025Q1: 48,555 shares; 2025Q2: 76,864 shares; 2025Q3: 79,290 shares; 2025Q4: 77,620 shares 77,620 $8.28M 0.53% -1,670 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: 3,231 shares; 2024Q4: 5,024 shares; 2025Q1: 5,877 shares; 2025Q2: 10,025 shares; 2025Q3: 9,539 shares; 2025Q4: 12,062 shares 12,062 $8.23M 0.52% +2,523 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,398 shares; 2024Q4: 88,424 shares; 2025Q1: 88,424 shares; 2025Q2: 85,912 shares; 2025Q3: 86,013 shares; 2025Q4: 86,062 shares 86,062 $7.91M 0.5% +49 Timeline HIGH 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: 542,236 shares; 2024Q4: 498,091 shares; 2025Q1: 486,242 shares; 2025Q2: 556,049 shares; 2025Q3: 559,666 shares; 2025Q4: 353,781 shares 353,781 $7.89M 0.5% -205,885 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,591 shares; 2024Q4: 61,057 shares; 2025Q1: 64,170 shares; 2025Q2: 99,544 shares; 2025Q3: 105,200 shares; 2025Q4: 89,880 shares 89,880 $7.78M 0.5% -15,320 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: 16,290 shares; 2024Q4: 8,934 shares; 2025Q1: 13,055 shares; 2025Q2: 16,757 shares; 2025Q3: 12,718 shares; 2025Q4: 22,463 shares 22,463 $7.77M 0.5% +9,745 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: 46,098 shares; 2024Q4: 43,831 shares; 2025Q1: 41,526 shares; 2025Q2: 43,691 shares; 2025Q3: 41,246 shares; 2025Q4: 26,190 shares 26,190 $7.76M 0.49% -15,056 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: 9,606 shares; 2024Q4: 8,969 shares; 2025Q1: 8,697 shares; 2025Q2: 13,664 shares; 2025Q3: 13,185 shares; 2025Q4: 17,008 shares 17,008 $7.65M 0.49% +3,823 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: 38,955 shares; 2024Q4: 33,658 shares; 2025Q1: 35,828 shares; 2025Q2: 40,307 shares; 2025Q3: 38,131 shares; 2025Q4: 23,253 shares 23,253 $7.61M 0.48% -14,878 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,644 shares; 2024Q4: 71,955 shares; 2025Q1: 70,470 shares; 2025Q2: 96,443 shares; 2025Q3: 91,586 shares; 2025Q4: 54,702 shares 54,702 $7.26M 0.46% -36,884 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,131 shares 71,131 $7.15M 0.46% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,855 shares; 2024Q4: 60,018 shares; 2025Q1: 60,210 shares; 2025Q2: 68,834 shares; 2025Q3: 67,062 shares; 2025Q4: 42,753 shares 42,753 $6.97M 0.44% -24,309 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,127 shares; 2024Q4: 110,169 shares; 2025Q1: 115,947 shares; 2025Q2: 181,869 shares; 2025Q3: 188,055 shares; 2025Q4: 179,722 shares 179,722 $6.95M 0.44% -8,333 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,876 shares; 2025Q3: 65,926 shares; 2025Q4: 104,671 shares 104,671 $6.74M 0.43% +38,745 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: 14,601 shares; 2024Q4: 35,805 shares; 2025Q1: 38,710 shares; 2025Q2: 38,184 shares; 2025Q3: 31,780 shares; 2025Q4: 37,550 shares 37,550 $6.67M 0.43% +5,770 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: 216,273 shares; 2024Q4: 214,075 shares; 2025Q1: 210,890 shares; 2025Q2: 236,417 shares; 2025Q3: 231,082 shares; 2025Q4: 162,497 shares 162,497 $6.62M 0.42% -68,585 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 reported; 2024Q4: 58,968 shares; 2025Q1: 58,365 shares; 2025Q2: 250,064 shares; 2025Q3: 246,825 shares; 2025Q4: 244,761 shares 244,761 $6.59M 0.42% -2,064 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: 77,903 shares; 2024Q4: 73,072 shares; 2025Q1: 76,604 shares; 2025Q2: 87,112 shares; 2025Q3: 84,999 shares; 2025Q4: 45,373 shares 45,373 $6.51M 0.41% -39,626 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,455 shares; 2024Q4: 91,142 shares; 2025Q1: 95,125 shares; 2025Q2: 97,246 shares; 2025Q3: 102,371 shares; 2025Q4: 107,275 shares 107,275 $6.43M 0.41% +4,904 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,256 shares; 2024Q4: 121,447 shares; 2025Q1: 125,983 shares; 2025Q2: 142,009 shares; 2025Q3: 135,713 shares; 2025Q4: 76,306 shares 76,306 $6.42M 0.41% -59,407 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: 15,474 shares; 2024Q4: 15,687 shares; 2025Q1: 18,143 shares; 2025Q2: 20,272 shares; 2025Q3: 20,774 shares; 2025Q4: 13,247 shares 13,247 $6.41M 0.41% -7,527 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: 2,000 shares; 2024Q4: 1,909 shares; 2025Q1: 2,109 shares; 2025Q2: 3,325 shares; 2025Q3: 2,050 shares; 2025Q4: 5,955 shares 5,955 $6.4M 0.41% +3,905 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,929 shares; 2024Q4: 41,872 shares; 2025Q1: 41,163 shares; 2025Q2: 46,444 shares; 2025Q3: 43,635 shares; 2025Q4: 25,919 shares 25,919 $6.21M 0.4% -17,716 Timeline MTBA 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,419 shares 116,419 $5.87M 0.37% new 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: 6,141 shares; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 5,992 shares; 2025Q3: 5,463 shares; 2025Q4: 9,921 shares 9,921 $5.68M 0.36% +4,458 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,131 shares; 2024Q4: 121,308 shares; 2025Q1: 116,837 shares; 2025Q2: 129,189 shares; 2025Q3: 121,859 shares; 2025Q4: 68,928 shares 68,928 $5.65M 0.36% -52,931 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: 6,242 shares; 2025Q1: 10,706 shares; 2025Q2: 13,340 shares; 2025Q3: 8,845 shares; 2025Q4: 28,173 shares 28,173 $5.49M 0.35% +19,328 Timeline AGGH 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 258,407 shares 258,407 $5.35M 0.34% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,970 shares; 2024Q4: 4,211 shares; 2025Q1: 6,427 shares; 2025Q2: 16,275 shares; 2025Q3: 15,503 shares; 2025Q4: 9,177 shares 9,177 $5.32M 0.34% -6,326 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,949 shares; 2024Q4: 67,231 shares; 2025Q1: 70,662 shares; 2025Q2: 80,575 shares; 2025Q3: 78,488 shares; 2025Q4: 43,227 shares 43,227 $5.32M 0.34% -35,261 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,041 shares; 2024Q4: 129,541 shares; 2025Q1: 138,934 shares; 2025Q2: 149,322 shares; 2025Q3: 147,244 shares; 2025Q4: 93,047 shares 93,047 $5.25M 0.33% -54,197 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,971 shares; 2024Q4: 10,053 shares; 2025Q1: 11,519 shares; 2025Q2: 193,885 shares; 2025Q3: 189,304 shares; 2025Q4: 89,278 shares 89,278 $5.23M 0.33% -100,026 Timeline SEMI COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,021 shares; 2024Q4: 131,811 shares; 2025Q1: 131,463 shares; 2025Q2: 186,644 shares; 2025Q3: 183,253 shares; 2025Q4: 166,748 shares 166,748 $5.11M 0.33% -16,505 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,727 shares; 2024Q4: 56,489 shares; 2025Q1: 55,160 shares; 2025Q2: 63,071 shares; 2025Q3: 61,989 shares; 2025Q4: 40,142 shares 40,142 $5.08M 0.32% -21,847 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: 2,038 shares; 2024Q4: 1,701 shares; 2025Q1: 1,124 shares; 2025Q2: 4,275 shares; 2025Q3: 4,491 shares; 2025Q4: 13,697 shares 13,697 $4.8M 0.31% +9,206 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,093 shares; 2025Q4: 94,882 shares 94,882 $4.76M 0.3% +26,789 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: 51,708 shares; 2024Q4: 49,447 shares; 2025Q1: 48,506 shares; 2025Q2: 53,328 shares; 2025Q3: 48,901 shares; 2025Q4: 27,125 shares 27,125 $4.71M 0.3% -21,776 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: 941 shares; 2024Q4: 1,250 shares; 2025Q1: 930 shares; 2025Q2: 1,147 shares; 2025Q3: 757 shares; 2025Q4: 14,207 shares 14,207 $4.69M 0.3% +13,450 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,581 shares; 2024Q4: 45,454 shares; 2025Q1: 50,326 shares; 2025Q2: 68,565 shares; 2025Q3: 67,499 shares; 2025Q4: 33,041 shares 33,041 $4.67M 0.3% -34,458 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,133 shares; 2025Q3: 3,294 shares; 2025Q4: 13,463 shares 13,463 $4.63M 0.3% +10,169 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,810 shares; 2024Q4: 36,851 shares; 2025Q1: 45,614 shares; 2025Q2: 45,065 shares; 2025Q3: 39,651 shares; 2025Q4: 39,861 shares 39,861 $4.59M 0.29% +210 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,713 shares; 2024Q4: 83,149 shares; 2025Q1: 80,841 shares; 2025Q2: 82,942 shares; 2025Q3: 80,029 shares; 2025Q4: 43,586 shares 43,586 $4.53M 0.29% -36,443 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: 16,416 shares; 2024Q4: 7,466 shares; 2025Q1: 4,748 shares; 2025Q2: 10,514 shares; 2025Q3: 10,285 shares; 2025Q4: 62,225 shares 62,225 $4.35M 0.28% +51,940 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,609 shares; 2024Q4: 311,043 shares; 2025Q1: 170,386 shares; 2025Q2: 149,494 shares; 2025Q3: 98,417 shares; 2025Q4: 96,422 shares 96,422 $4.17M 0.27% -1,995 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,832 shares; 2024Q4: 35,639 shares; 2025Q1: 34,740 shares; 2025Q2: 39,468 shares; 2025Q3: 38,116 shares; 2025Q4: 20,195 shares 20,195 $3.94M 0.25% -17,921 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: 18,322 shares; 2024Q4: 57,678 shares; 2025Q1: 246,801 shares; 2025Q2: 263,090 shares; 2025Q3: 155,354 shares; 2025Q4: 141,645 shares 141,645 $3.89M 0.25% -13,709 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,213 shares; 2024Q4: 22,623 shares; 2025Q1: 28,621 shares; 2025Q2: 35,705 shares; 2025Q3: 34,277 shares; 2025Q4: 25,141 shares 25,141 $3.88M 0.25% -9,136 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 3,289 shares; 2025Q1: 3,298 shares; 2025Q2: 26,103 shares; 2025Q3: 25,768 shares; 2025Q4: 25,754 shares 25,754 $3.84M 0.24% -14 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,658 shares; 2025Q3: 52,627 shares; 2025Q4: 52,488 shares 52,488 $3.81M 0.24% -139 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,324 shares; 2024Q4: 98,527 shares; 2025Q1: 92,991 shares; 2025Q2: 100,908 shares; 2025Q3: 99,139 shares; 2025Q4: 46,600 shares 46,600 $3.71M 0.24% -52,539 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,617 shares; 2024Q4: 17,584 shares; 2025Q1: 19,401 shares; 2025Q2: 29,875 shares; 2025Q3: 30,059 shares; 2025Q4: 28,578 shares 28,578 $3.52M 0.22% -1,481 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: 3,603 shares; 2024Q4: 3,598 shares; 2025Q1: 3,630 shares; 2025Q2: 5,084 shares; 2025Q3: 4,354 shares; 2025Q4: 11,450 shares 11,450 $3.5M 0.22% +7,096 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,555 shares; 2025Q4: 26,650 shares 26,650 $3.49M 0.22% +4,095 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: 844 shares; 2024Q4: 850 shares; 2025Q1: 843 shares; 2025Q2: 983 shares; 2025Q3: 3,838 shares; 2025Q4: 5,303 shares 5,303 $3.47M 0.22% +1,465 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,117 shares; 2024Q4: 29,397 shares; 2025Q1: 28,722 shares; 2025Q2: 32,349 shares; 2025Q3: 31,467 shares; 2025Q4: 13,529 shares 13,529 $3.34M 0.21% -17,938 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: 8,959 shares; 2024Q4: 8,946 shares; 2025Q1: 8,246 shares; 2025Q2: 10,297 shares; 2025Q3: 10,006 shares; 2025Q4: 5,928 shares 5,928 $3.1M 0.2% -4,078 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: 1,711 shares; 2024Q4: 1,983 shares; 2025Q1: 1,986 shares; 2025Q2: 9,843 shares; 2025Q3: 8,918 shares; 2025Q4: 21,450 shares 21,450 $3.07M 0.2% +12,532 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114,208 shares 114,208 $2.99M 0.19% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,678 shares; 2024Q4: 4,494 shares; 2025Q1: 4,184 shares; 2025Q2: 6,482 shares; 2025Q3: 6,611 shares; 2025Q4: 23,713 shares 23,713 $2.97M 0.19% +17,102 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,324 shares 88,324 $2.92M 0.19% new 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: 5,528 shares; 2024Q4: 6,416 shares; 2025Q1: 9,476 shares; 2025Q2: 11,392 shares; 2025Q3: 12,216 shares; 2025Q4: 8,136 shares 8,136 $2.85M 0.18% -4,080 Timeline HYLB 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 reported; 2024Q4: 15,432 shares; 2025Q1: 14,288 shares; 2025Q2: 14,210 shares; 2025Q3: 56,075 shares; 2025Q4: 72,953 shares 72,953 $2.69M 0.17% +16,878 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,187 shares; 2024Q4: 65,243 shares; 2025Q1: 65,682 shares; 2025Q2: 71,477 shares; 2025Q3: 71,772 shares; 2025Q4: 71,916 shares 71,916 $2.65M 0.17% +144 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,009 shares; 2024Q4: 10,393 shares; 2025Q1: 10,969 shares; 2025Q2: 12,599 shares; 2025Q3: 11,783 shares; 2025Q4: 11,438 shares 11,438 $2.65M 0.17% -345 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,461 shares; 2024Q4: 70,428 shares; 2025Q1: 77,992 shares; 2025Q2: 93,525 shares; 2025Q3: 91,483 shares; 2025Q4: 41,253 shares 41,253 $2.63M 0.17% -50,230 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,584 shares 56,584 $2.63M 0.17% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,858 shares; 2025Q3: 1,870 shares; 2025Q4: 12,689 shares 12,689 $2.58M 0.16% +10,819 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,773 shares; 2025Q1: 1,748 shares; 2025Q2: 1,846 shares; 2025Q3: 1,818 shares; 2025Q4: 26,915 shares 26,915 $2.52M 0.16% +25,097 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,667 shares; 2024Q4: 41,984 shares; 2025Q1: 43,728 shares; 2025Q2: 43,978 shares; 2025Q3: 43,967 shares; 2025Q4: 53,447 shares 53,447 $2.51M 0.16% +9,480 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: 21,613 shares; 2024Q4: 12,995 shares; 2025Q1: 23,077 shares; 2025Q2: 20,533 shares; 2025Q3: 9,956 shares; 2025Q4: 9,869 shares 9,869 $2.43M 0.15% -87 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,568 shares; 2025Q3: 38,568 shares; 2025Q4: 40,953 shares 40,953 $2.43M 0.15% +2,385 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 248,790 shares; 2025Q2: 305,957 shares; 2025Q3: 326,162 shares; 2025Q4: 61,160 shares 61,160 $2.42M 0.15% -265,002 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: 2,443 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,893 shares; 2025Q3: 14,074 shares; 2025Q4: 23,003 shares 23,003 $2.42M 0.15% +8,929 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,335 shares; 2025Q3: 64,102 shares; 2025Q4: 63,557 shares 63,557 $2.42M 0.15% -545 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,924 shares 90,924 $2.35M 0.15% new Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120,832 shares 120,832 $2.28M 0.15% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,160 shares; 2024Q4: 30,157 shares; 2025Q1: 35,281 shares; 2025Q2: 36,927 shares; 2025Q3: 34,946 shares; 2025Q4: 16,515 shares 16,515 $2.28M 0.15% -18,431 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,494 shares; 2024Q4: 9,494 shares; 2025Q1: 9,494 shares; 2025Q2: 9,314 shares; 2025Q3: 9,394 shares; 2025Q4: 16,230 shares 16,230 $2.24M 0.14% +6,836 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,317 shares; 2024Q4: 22,728 shares; 2025Q1: 23,291 shares; 2025Q2: 29,924 shares; 2025Q3: 27,864 shares; 2025Q4: 24,824 shares 24,824 $2.22M 0.14% -3,040 Timeline TDIV 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: 66,290 shares; 2024Q4: 29,323 shares; 2025Q1: 24,209 shares; 2025Q2: 24,846 shares; 2025Q3: 22,346 shares; 2025Q4: 22,635 shares 22,635 $2.19M 0.14% +289 Timeline HYIN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137,363 shares 137,363 $2.18M 0.14% new 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: 35,266 shares; 2024Q4: 11,868 shares; 2025Q1: 11,942 shares; 2025Q2: 13,356 shares; 2025Q3: 13,603 shares; 2025Q4: 39,491 shares 39,491 $2.17M 0.14% +25,888 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,827 shares; 2024Q4: 18,097 shares; 2025Q1: 20,269 shares; 2025Q2: 23,314 shares; 2025Q3: 18,596 shares; 2025Q4: 10,877 shares 10,877 $2.11M 0.13% -7,719 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: 9,066 shares; 2024Q4: 30,504 shares; 2025Q1: 26,553 shares; 2025Q2: 26,962 shares; 2025Q3: 27,187 shares; 2025Q4: 25,319 shares 25,319 $2.09M 0.13% -1,868 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: 8,729 shares; 2025Q1: 12,548 shares; 2025Q2: 14,592 shares; 2025Q3: 19,821 shares; 2025Q4: 27,379 shares 27,379 $2.09M 0.13% +7,558 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,892 shares; 2024Q4: 34,662 shares; 2025Q1: 34,141 shares; 2025Q2: 35,623 shares; 2025Q3: 34,748 shares; 2025Q4: 35,510 shares 35,510 $2.05M 0.13% +762 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: 1,983 shares; 2024Q4: 1,545 shares; 2025Q1: 1,745 shares; 2025Q2: 1,876 shares; 2025Q3: 1,876 shares; 2025Q4: 3,593 shares 3,593 $2.03M 0.13% +1,717 Timeline DTH 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: 52,658 shares; 2024Q4: 51,905 shares; 2025Q1: 44,225 shares; 2025Q2: 42,562 shares; 2025Q3: 40,843 shares; 2025Q4: 39,372 shares 39,372 $2.03M 0.13% -1,471 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,502 shares; 2025Q3: 10,502 shares; 2025Q4: 10,156 shares 10,156 $2.02M 0.13% -346 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: 8,124 shares; 2024Q4: 9,156 shares; 2025Q1: 8,634 shares; 2025Q2: 8,523 shares; 2025Q3: 8,622 shares; 2025Q4: 8,332 shares 8,332 $2.01M 0.13% -290 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,507 shares; 2024Q4: 32,178 shares; 2025Q1: 32,523 shares; 2025Q2: 32,387 shares; 2025Q3: 32,144 shares; 2025Q4: 29,311 shares 29,311 $2M 0.13% -2,833 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,459 shares; 2025Q1: 36,282 shares; 2025Q2: 36,087 shares; 2025Q3: 26,320 shares; 2025Q4: 25,922 shares 25,922 $1.97M 0.13% -398 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: 4,435 shares; 2024Q4: 24,092 shares; 2025Q1: 20,874 shares; 2025Q2: 25,229 shares; 2025Q3: 23,198 shares; 2025Q4: 22,411 shares 22,411 $1.95M 0.12% -787 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: 7,254 shares; 2024Q4: 6,881 shares; 2025Q1: 16,393 shares; 2025Q2: 18,366 shares; 2025Q3: 18,446 shares; 2025Q4: 23,709 shares 23,709 $1.94M 0.12% +5,263 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,651 shares; 2025Q1: 5,252 shares; 2025Q2: 38,140 shares; 2025Q3: 18,304 shares; 2025Q4: 16,846 shares 16,846 $1.92M 0.12% -1,458 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,829 shares; 2025Q4: 32,777 shares 32,777 $1.91M 0.12% +28,948 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,413 shares; 2024Q4: 3,488 shares; 2025Q1: 3,389 shares; 2025Q2: 5,094 shares; 2025Q3: 5,364 shares; 2025Q4: 19,033 shares 19,033 $1.9M 0.12% +13,669 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: 1,138 shares; 2024Q4: 903 shares; 2025Q1: 888 shares; 2025Q2: 4,883 shares; 2025Q3: 4,845 shares; 2025Q4: 4,585 shares 4,585 $1.82M 0.12% -260 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 241,119 shares; 2025Q3: 297,962 shares; 2025Q4: 45,407 shares 45,407 $1.78M 0.11% -252,555 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 234,182 shares; 2025Q3: 292,553 shares; 2025Q4: 43,978 shares 43,978 $1.76M 0.11% -248,575 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,873 shares; 2024Q4: 8,115 shares; 2025Q1: 8,424 shares; 2025Q2: 8,724 shares; 2025Q3: 9,197 shares; 2025Q4: 9,568 shares 9,568 $1.73M 0.11% +371 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,106 shares; 2025Q3: 3,238 shares; 2025Q4: 13,494 shares 13,494 $1.66M 0.11% +10,256 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: 11,150 shares; 2024Q4: 6,630 shares; 2025Q1: 7,016 shares; 2025Q2: 6,881 shares; 2025Q3: 6,875 shares; 2025Q4: 2,679 shares 2,679 $1.65M 0.1% -4,196 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,984 shares; 2024Q4: 5,884 shares; 2025Q1: 5,821 shares; 2025Q2: 7,104 shares; 2025Q3: 6,845 shares; 2025Q4: 3,687 shares 3,687 $1.64M 0.1% -3,158 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: 75,136 shares; 2024Q4: 65,820 shares; 2025Q1: 65,868 shares; 2025Q2: 66,093 shares; 2025Q3: 66,636 shares; 2025Q4: 65,772 shares 65,772 $1.64M 0.1% -864 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,983 shares; 2024Q4: 39,360 shares; 2025Q1: 33,706 shares; 2025Q2: 33,499 shares; 2025Q3: 32,911 shares; 2025Q4: 34,506 shares 34,506 $1.61M 0.1% +1,595 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,362 shares; 2024Q4: 24,546 shares; 2025Q1: 23,026 shares; 2025Q2: 29,156 shares; 2025Q3: 28,365 shares; 2025Q4: 16,089 shares 16,089 $1.61M 0.1% -12,276 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,981 shares; 2024Q4: 34,045 shares; 2025Q1: 33,937 shares; 2025Q2: 36,178 shares; 2025Q3: 35,429 shares; 2025Q4: 36,553 shares 36,553 $1.6M 0.1% +1,124 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 236,144 shares; 2025Q4: 32,035 shares 32,035 $1.59M 0.1% -204,109 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 reported; 2024Q4: not reported; 2025Q1: 2,190 shares; 2025Q2: 2,127 shares; 2025Q3: 2,207 shares; 2025Q4: 1,803 shares 1,803 $1.59M 0.1% -404 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,341 shares; 2025Q1: 9,920 shares; 2025Q2: 12,012 shares; 2025Q3: 12,302 shares; 2025Q4: 63,357 shares 63,357 $1.57M 0.1% +51,055 Timeline DECT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 257,352 shares; 2025Q2: 37,626 shares; 2025Q3: 325,660 shares; 2025Q4: 42,453 shares 42,453 $1.56M 0.1% -283,207 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 2,898 shares; 2025Q1: 3,318 shares; 2025Q2: 3,412 shares; 2025Q3: 3,801 shares; 2025Q4: 10,642 shares 10,642 $1.53M 0.1% +6,841 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,072 shares; 2024Q4: 32,093 shares; 2025Q1: 30,135 shares; 2025Q2: 30,324 shares; 2025Q3: 28,834 shares; 2025Q4: 29,189 shares 29,189 $1.49M 0.1% +355 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,149 shares; 2025Q3: 1,016 shares; 2025Q4: 4,690 shares 4,690 $1.44M 0.09% +3,674 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,206 shares; 2024Q4: 29,395 shares; 2025Q1: 36,976 shares; 2025Q2: 44,918 shares; 2025Q3: 44,274 shares; 2025Q4: 21,576 shares 21,576 $1.44M 0.09% -22,698 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,613 shares 28,613 $1.42M 0.09% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,174 shares; 2025Q3: 25,609 shares; 2025Q4: 24,619 shares 24,619 $1.41M 0.09% -990 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,777 shares 3,777 $1.4M 0.09% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,205 shares; 2025Q3: 2,455 shares; 2025Q4: 2,213 shares 2,213 $1.39M 0.09% -242 Timeline JHID JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,345 shares; 2024Q4: 42,508 shares; 2025Q1: 46,842 shares; 2025Q2: 64,661 shares; 2025Q3: 68,283 shares; 2025Q4: 36,260 shares 36,260 $1.38M 0.09% -32,023 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,884 shares; 2025Q3: 4,160 shares; 2025Q4: 4,007 shares 4,007 $1.37M 0.09% -153 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,478 shares; 2024Q4: 6,747 shares; 2025Q1: 6,833 shares; 2025Q2: 8,308 shares; 2025Q3: 8,254 shares; 2025Q4: 8,374 shares 8,374 $1.36M 0.09% +120 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,639 shares; 2025Q4: 28,723 shares 28,723 $1.33M 0.08% -3,916 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,492 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,776 shares; 2025Q3: 1,404 shares; 2025Q4: 6,157 shares 6,157 $1.32M 0.08% +4,753 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,445 shares; 2025Q2: 10,701 shares; 2025Q3: 9,760 shares; 2025Q4: 10,450 shares 10,450 $1.32M 0.08% +690 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,277 shares; 2025Q3: 19,009 shares; 2025Q4: 18,198 shares 18,198 $1.3M 0.08% -811 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: 796 shares; 2024Q4: 817 shares; 2025Q1: 917 shares; 2025Q2: 917 shares; 2025Q3: 4,309 shares; 2025Q4: 4,076 shares 4,076 $1.3M 0.08% -233 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,509 shares 4,509 $1.29M 0.08% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,113 shares; 2025Q3: 6,515 shares; 2025Q4: 6,383 shares 6,383 $1.27M 0.08% -132 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,531 shares; 2025Q2: 1,395 shares; 2025Q3: 2,277 shares; 2025Q4: 2,165 shares 2,165 $1.23M 0.08% -112 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,673 shares 86,673 $1.23M 0.08% new Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,510 shares; 2024Q4: 15,557 shares; 2025Q1: 15,247 shares; 2025Q2: 15,296 shares; 2025Q3: 15,344 shares; 2025Q4: 14,752 shares 14,752 $1.18M 0.08% -592 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,982 shares 80,982 $1.17M 0.07% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,790 shares; 2025Q1: 1,847 shares; 2025Q2: 3,946 shares; 2025Q3: 3,920 shares; 2025Q4: 3,794 shares 3,794 $1.15M 0.07% -126 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,112 shares; 2025Q1: 1,124 shares; 2025Q2: 1,413 shares; 2025Q3: 1,384 shares; 2025Q4: 2,438 shares 2,438 $1.14M 0.07% +1,054 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: 3,671 shares; 2024Q4: 3,250 shares; 2025Q1: 3,519 shares; 2025Q2: 9,396 shares; 2025Q3: 10,098 shares; 2025Q4: 7,121 shares 7,121 $1.14M 0.07% -2,977 Timeline CATX PERSPECTIVE THERAPEUTICS INC More: the full row for PERSPECTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,292 shares; 2024Q4: 401,049 shares; 2025Q1: 401,049 shares; 2025Q2: 401,049 shares; 2025Q3: 404,071 shares; 2025Q4: 404,071 shares 404,071 $1.11M 0.07% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 236,764 shares; 2025Q3: 25,102 shares; 2025Q4: 23,642 shares 23,642 $1.1M 0.07% -1,460 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,581 shares 23,581 $1.09M 0.07% new Timeline PRF 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: 18,815 shares; 2024Q4: 18,265 shares; 2025Q1: 22,930 shares; 2025Q2: 23,256 shares; 2025Q3: 23,069 shares; 2025Q4: 23,070 shares 23,070 $1.08M 0.07% +1 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,212 shares 4,212 $1.08M 0.07% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145,934 shares; 2025Q3: 13,937 shares; 2025Q4: 13,384 shares 13,384 $1.07M 0.07% -553 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: 9,034 shares; 2024Q4: 10,606 shares; 2025Q1: 10,650 shares; 2025Q2: 11,639 shares; 2025Q3: 11,528 shares; 2025Q4: 11,349 shares 11,349 $1.06M 0.07% -179 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,007 shares 27,007 $1.06M 0.07% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,462 shares; 2024Q4: 20,866 shares; 2025Q1: 22,761 shares; 2025Q2: 32,461 shares; 2025Q3: 32,884 shares; 2025Q4: 18,332 shares 18,332 $1.05M 0.07% -14,552 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,805 shares; 2024Q4: 2,978 shares; 2025Q1: 4,249 shares; 2025Q2: 5,426 shares; 2025Q3: 4,886 shares; 2025Q4: 2,212 shares 2,212 $1.04M 0.07% -2,674 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,409 shares 23,409 $1.03M 0.07% new Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,209 shares; 2024Q4: 12,912 shares; 2025Q1: 13,323 shares; 2025Q2: 19,021 shares; 2025Q3: 18,783 shares; 2025Q4: 12,173 shares 12,173 $1.03M 0.07% -6,610 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,265 shares; 2024Q4: 19,454 shares; 2025Q1: 7,300 shares; 2025Q2: 5,130 shares; 2025Q3: 4,743 shares; 2025Q4: 4,649 shares 4,649 $1.02M 0.07% -94 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 460 shares; 2025Q1: 585 shares; 2025Q2: 565 shares; 2025Q3: 597 shares; 2025Q4: 468 shares 468 $1.01M 0.06% -129 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,799 shares; 2025Q3: 18,123 shares; 2025Q4: 18,318 shares 18,318 $1M 0.06% +195 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,135 shares; 2025Q1: 36,499 shares; 2025Q2: 36,704 shares; 2025Q3: 26,125 shares; 2025Q4: 25,638 shares 25,638 $982K 0.06% -487 Timeline DNL 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: 22,668 shares; 2024Q4: 23,955 shares; 2025Q1: 25,093 shares; 2025Q2: 37,159 shares; 2025Q3: 36,929 shares; 2025Q4: 23,689 shares 23,689 $976K 0.06% -13,240 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,595 shares; 2025Q3: 15,625 shares; 2025Q4: 14,718 shares 14,718 $895K 0.06% -907 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,563 shares; 2025Q4: 3,910 shares 3,910 $884K 0.06% -653 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 reported; 2024Q4: 4,482 shares; 2025Q1: 4,482 shares; 2025Q2: 5,984 shares; 2025Q3: 5,974 shares; 2025Q4: 5,749 shares 5,749 $855K 0.05% -225 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,089 shares; 2024Q4: 6,025 shares; 2025Q1: 7,647 shares; 2025Q2: 9,937 shares; 2025Q3: 9,705 shares; 2025Q4: 4,041 shares 4,041 $840K 0.05% -5,664 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,019 shares 19,019 $839K 0.05% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,362 shares; 2024Q4: 40,769 shares; 2025Q1: 42,578 shares; 2025Q2: 62,276 shares; 2025Q3: 61,260 shares; 2025Q4: 41,443 shares 41,443 $838K 0.05% -19,817 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,537 shares; 2025Q3: 12,417 shares; 2025Q4: 12,191 shares 12,191 $836K 0.05% -226 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,268 shares; 2025Q1: 19,589 shares; 2025Q2: 16,227 shares; 2025Q3: 15,417 shares; 2025Q4: 14,039 shares 14,039 $802K 0.05% -1,378 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: 880 shares; 2025Q1: 874 shares; 2025Q2: 1,599 shares; 2025Q3: 1,660 shares; 2025Q4: 1,664 shares 1,664 $800K 0.05% +4 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,125 shares; 2025Q3: 2,125 shares; 2025Q4: 2,088 shares 2,088 $780K 0.05% -37 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,770 shares; 2025Q2: 9,825 shares; 2025Q3: not reported; 2025Q4: 4,478 shares 4,478 $767K 0.05% new Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,480 shares; 2025Q3: 6,387 shares; 2025Q4: 6,281 shares 6,281 $762K 0.05% -106 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 reported; 2024Q4: 27,661 shares; 2025Q1: 27,427 shares; 2025Q2: 26,796 shares; 2025Q3: 26,041 shares; 2025Q4: 26,080 shares 26,080 $743K 0.05% +39 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,761 shares; 2024Q4: 11,447 shares; 2025Q1: 11,448 shares; 2025Q2: 14,073 shares; 2025Q3: 13,450 shares; 2025Q4: 13,451 shares 13,451 $719K 0.05% +1 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,337 shares; 2025Q1: 13,242 shares; 2025Q2: 12,720 shares; 2025Q3: 12,415 shares; 2025Q4: 12,216 shares 12,216 $707K 0.05% -199 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,385 shares; 2025Q1: 1,389 shares; 2025Q2: 1,428 shares; 2025Q3: 1,431 shares; 2025Q4: 2,229 shares 2,229 $702K 0.04% +798 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,802 shares; 2024Q4: 13,143 shares; 2025Q1: 10,588 shares; 2025Q2: 74,634 shares; 2025Q3: 20,705 shares; 2025Q4: 17,929 shares 17,929 $700K 0.04% -2,776 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,368 shares; 2025Q3: 7,943 shares; 2025Q4: 5,994 shares 5,994 $699K 0.04% -1,949 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,212 shares; 2024Q4: 2,840 shares; 2025Q1: 2,702 shares; 2025Q2: 232 shares; 2025Q3: 275 shares; 2025Q4: 4,534 shares 4,534 $695K 0.04% +4,259 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: 3,694 shares; 2024Q4: 2,883 shares; 2025Q1: 2,794 shares; 2025Q2: 3,407 shares; 2025Q3: not reported; 2025Q4: 3,196 shares 3,196 $694K 0.04% new Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,573 shares; 2025Q3: 25,282 shares; 2025Q4: 5,443 shares 5,443 $671K 0.04% -19,839 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,735 shares; 2025Q4: 7,465 shares 7,465 $658K 0.04% +3,730 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: 687 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,548 shares 3,548 $654K 0.04% new Timeline ZLAB ZAI LAB LTD More: the full row for ZAI LAB LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,393 shares; 2024Q4: 39,393 shares; 2025Q1: 39,393 shares; 2025Q2: 36,761 shares; 2025Q3: 36,761 shares; 2025Q4: 36,761 shares 36,761 $648K 0.04% 0 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: 22,871 shares; 2024Q4: 7,785 shares; 2025Q1: 7,601 shares; 2025Q2: 7,696 shares; 2025Q3: 4,654 shares; 2025Q4: 4,651 shares 4,651 $637K 0.04% -3 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 reported; 2024Q4: 1,077 shares; 2025Q1: 1,089 shares; 2025Q2: 1,209 shares; 2025Q3: 1,214 shares; 2025Q4: 1,304 shares 1,304 $636K 0.04% +90 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,682 shares 4,682 $633K 0.04% new Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,983 shares; 2025Q1: 4,907 shares; 2025Q2: 4,845 shares; 2025Q3: 5,355 shares; 2025Q4: 5,316 shares 5,316 $631K 0.04% -39 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 2,589 shares; 2025Q1: 2,758 shares; 2025Q2: 3,226 shares; 2025Q3: 2,588 shares; 2025Q4: 2,375 shares 2,375 $611K 0.04% -213 Timeline XHLF 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: 19,893 shares; 2024Q4: 14,690 shares; 2025Q1: 14,643 shares; 2025Q2: 12,716 shares; 2025Q3: 12,723 shares; 2025Q4: 11,990 shares 11,990 $602K 0.04% -733 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,540 shares; 2024Q4: 148,073 shares; 2025Q1: 130,571 shares; 2025Q2: 117,048 shares; 2025Q3: 107,713 shares; 2025Q4: 95,585 shares 95,585 $602K 0.04% -12,128 Timeline REET 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: 26,051 shares; 2024Q4: 25,198 shares; 2025Q1: 23,970 shares; 2025Q2: 24,277 shares; 2025Q3: 24,036 shares; 2025Q4: 24,043 shares 24,043 $600K 0.04% +7 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 7,000 shares; 2025Q2: 7,075 shares; 2025Q3: not reported; 2025Q4: 7,009 shares 7,009 $598K 0.04% 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: 3,151 shares; 2024Q4: 5,110 shares; 2025Q1: 5,081 shares; 2025Q2: 4,941 shares; 2025Q3: 5,012 shares; 2025Q4: 4,983 shares 4,983 $584K 0.04% -29 Timeline MRCP 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,516 shares; 2025Q3: 29,313 shares; 2025Q4: 18,236 shares 18,236 $584K 0.04% -11,077 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,193 shares; 2025Q4: 11,440 shares 11,440 $578K 0.04% -10,753 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475 shares 475 $577K 0.04% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,847 shares; 2025Q1: 4,800 shares; 2025Q2: 4,924 shares; 2025Q3: 4,935 shares; 2025Q4: 4,945 shares 4,945 $570K 0.04% +10 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,776 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,783 shares; 2025Q3: 16,934 shares; 2025Q4: 13,783 shares 13,783 $566K 0.04% -3,151 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,199 shares; 2025Q3: 7,974 shares; 2025Q4: 7,729 shares 7,729 $562K 0.04% -245 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,746 shares; 2024Q4: 9,911 shares; 2025Q1: 9,378 shares; 2025Q2: 11,558 shares; 2025Q3: 10,829 shares; 2025Q4: 8,600 shares 8,600 $554K 0.04% -2,229 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 reported; 2024Q4: 18,939 shares; 2025Q1: 18,805 shares; 2025Q2: 18,436 shares; 2025Q3: 17,232 shares; 2025Q4: 16,845 shares 16,845 $552K 0.04% -387 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,420 shares; 2024Q4: 6,535 shares; 2025Q1: 6,835 shares; 2025Q2: 11,002 shares; 2025Q3: 7,976 shares; 2025Q4: 10,118 shares 10,118 $546K 0.03% +2,142 Timeline SPHY 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: 25,971 shares; 2024Q4: 27,353 shares; 2025Q1: 25,422 shares; 2025Q2: 34,809 shares; 2025Q3: 23,176 shares; 2025Q4: 22,749 shares 22,749 $538K 0.03% -427 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 1,156 shares; 2025Q1: 1,157 shares; 2025Q2: 1,056 shares; 2025Q3: 1,058 shares; 2025Q4: 1,149 shares 1,149 $535K 0.03% +91 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares; 2025Q2: 1,470 shares; 2025Q3: 1,486 shares; 2025Q4: 1,497 shares 1,497 $529K 0.03% +11 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,146 shares; 2025Q4: 9,586 shares 9,586 $528K 0.03% -6,560 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 203,981 shares; 2025Q3: 18,491 shares; 2025Q4: 16,095 shares 16,095 $525K 0.03% -2,396 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,475 shares; 2024Q4: 4,489 shares; 2025Q1: 4,401 shares; 2025Q2: 5,097 shares; 2025Q3: 4,927 shares; 2025Q4: 4,465 shares 4,465 $514K 0.03% -462 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,122 shares; 2025Q1: 2,572 shares; 2025Q2: 3,632 shares; 2025Q3: 2,390 shares; 2025Q4: 3,172 shares 3,172 $511K 0.03% +782 Timeline DFEB 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: 7,933 shares; 2024Q4: 12,230 shares; 2025Q1: 11,442 shares; 2025Q2: 11,113 shares; 2025Q3: 10,828 shares; 2025Q4: 10,630 shares 10,630 $507K 0.03% -198 Timeline RPV 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: 4,872 shares; 2024Q4: 4,872 shares; 2025Q1: 4,865 shares; 2025Q2: 4,904 shares; 2025Q3: 4,904 shares; 2025Q4: 4,904 shares 4,904 $507K 0.03% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,407 shares; 2025Q1: 20,474 shares; 2025Q2: 19,967 shares; 2025Q3: 19,673 shares; 2025Q4: 18,753 shares 18,753 $497K 0.03% -920 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,562 shares; 2024Q4: 26,330 shares; 2025Q1: 15,994 shares; 2025Q2: 16,404 shares; 2025Q3: 14,959 shares; 2025Q4: 14,895 shares 14,895 $484K 0.03% -64 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,680 shares; 2024Q4: 5,897 shares; 2025Q1: 5,680 shares; 2025Q2: 5,713 shares; 2025Q3: 5,770 shares; 2025Q4: 8,383 shares 8,383 $476K 0.03% +2,613 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,739 shares; 2024Q4: 19,956 shares; 2025Q1: 15,902 shares; 2025Q2: 15,916 shares; 2025Q3: 12,898 shares; 2025Q4: 12,910 shares 12,910 $476K 0.03% +12 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: 3,440 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: not reported; 2025Q4: 3,474 shares 3,474 $473K 0.03% new 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: 8,404 shares; 2024Q4: 8,559 shares; 2025Q1: 8,621 shares; 2025Q2: 10,076 shares; 2025Q3: 10,076 shares; 2025Q4: 10,076 shares 10,076 $472K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,335 shares; 2025Q3: 7,298 shares; 2025Q4: 7,315 shares 7,315 $471K 0.03% +17 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: 1,759 shares; 2024Q4: 1,759 shares; 2025Q1: 1,769 shares; 2025Q2: 2,426 shares; 2025Q3: 2,436 shares; 2025Q4: 2,454 shares 2,454 $469K 0.03% +18 Timeline XFIV 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 reported; 2024Q4: not reported; 2025Q1: 9,555 shares; 2025Q2: 9,564 shares; 2025Q3: 9,642 shares; 2025Q4: 9,472 shares 9,472 $469K 0.03% -170 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,524 shares; 2025Q2: 33,053 shares; 2025Q3: 35,387 shares; 2025Q4: 32,606 shares 32,606 $469K 0.03% -2,781 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 2,026 shares; 2025Q1: 1,927 shares; 2025Q2: 3,448 shares; 2025Q3: 2,605 shares; 2025Q4: 2,360 shares 2,360 $461K 0.03% -245 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,296 shares; 2024Q4: 10,813 shares; 2025Q1: 10,593 shares; 2025Q2: 10,206 shares; 2025Q3: 10,206 shares; 2025Q4: 10,203 shares 10,203 $453K 0.03% -3 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: 561 shares; 2024Q4: 596 shares; 2025Q1: 616 shares; 2025Q2: 819 shares; 2025Q3: 691 shares; 2025Q4: 590 shares 590 $444K 0.03% -101 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,090 shares; 2025Q3: 4,773 shares; 2025Q4: 4,703 shares 4,703 $443K 0.03% -70 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,068 shares; 2024Q4: 23,703 shares; 2025Q1: 37,276 shares; 2025Q2: 35,779 shares; 2025Q3: 36,087 shares; 2025Q4: 33,220 shares 33,220 $436K 0.03% -2,867 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,819 shares 2,819 $431K 0.03% new 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: 26,436 shares; 2024Q4: 25,688 shares; 2025Q1: 20,219 shares; 2025Q2: 2,314 shares; 2025Q3: 2,233 shares; 2025Q4: 1,882 shares 1,882 $431K 0.03% -351 Timeline RR RICHTECH ROBOTICS INC More: the full row for RICHTECH ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129,863 shares; 2025Q2: 144,313 shares; 2025Q3: 128,102 shares; 2025Q4: 133,162 shares 133,162 $430K 0.03% +5,060 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,996 shares; 2025Q3: 18,938 shares; 2025Q4: 17,655 shares 17,655 $427K 0.03% -1,283 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,878 shares 3,878 $421K 0.03% new Timeline XSVN 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: 13,368 shares; 2024Q4: 8,852 shares; 2025Q1: 8,691 shares; 2025Q2: 8,873 shares; 2025Q3: 8,888 shares; 2025Q4: 8,666 shares 8,666 $416K 0.03% -222 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: 2,965 shares; 2025Q1: 2,669 shares; 2025Q2: 2,603 shares; 2025Q3: 2,619 shares; 2025Q4: 2,544 shares 2,544 $409K 0.03% -75 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: 1,680 shares; 2025Q1: 1,395 shares; 2025Q2: 1,439 shares; 2025Q3: 1,454 shares; 2025Q4: 1,415 shares 1,415 $409K 0.03% -39 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,601 shares 5,601 $405K 0.03% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,122 shares; 2025Q3: 3,122 shares; 2025Q4: 3,117 shares 3,117 $403K 0.03% -5 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,922 shares; 2024Q4: 5,791 shares; 2025Q1: 5,653 shares; 2025Q2: 7,376 shares; 2025Q3: 7,566 shares; 2025Q4: 6,925 shares 6,925 $399K 0.03% -641 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,414 shares; 2025Q3: 1,395 shares; 2025Q4: 1,354 shares 1,354 $393K 0.03% -41 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,151 shares 11,151 $389K 0.02% new Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,978 shares; 2025Q1: 17,819 shares; 2025Q2: 17,642 shares; 2025Q3: 17,126 shares; 2025Q4: 16,846 shares 16,846 $387K 0.02% -280 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,541 shares 12,541 $387K 0.02% new Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,538 shares 11,538 $387K 0.02% new Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,691 shares 10,691 $387K 0.02% new Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,485 shares; 2025Q3: 18,876 shares; 2025Q4: 16,467 shares 16,467 $385K 0.02% -2,409 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,351 shares; 2024Q4: 10,351 shares; 2025Q1: 10,296 shares; 2025Q2: 9,950 shares; 2025Q3: 9,824 shares; 2025Q4: 9,709 shares 9,709 $384K 0.02% -115 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,288 shares; 2024Q4: 12,034 shares; 2025Q1: 13,402 shares; 2025Q2: 10,880 shares; 2025Q3: 10,667 shares; 2025Q4: 9,280 shares 9,280 $378K 0.02% -1,387 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,814 shares; 2025Q3: 4,935 shares; 2025Q4: 4,650 shares 4,650 $377K 0.02% -285 Timeline GMUB 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,330 shares; 2025Q4: 7,317 shares 7,317 $375K 0.02% +2,987 Timeline QDF 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,612 shares 4,612 $373K 0.02% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,185 shares; 2025Q1: 1,141 shares; 2025Q2: 1,245 shares; 2025Q3: 1,242 shares; 2025Q4: 1,229 shares 1,229 $371K 0.02% -13 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,970 shares; 2024Q4: 9,768 shares; 2025Q1: 9,768 shares; 2025Q2: 9,646 shares; 2025Q3: 9,434 shares; 2025Q4: 9,676 shares 9,676 $371K 0.02% +242 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: 6,567 shares; 2024Q4: 4,556 shares; 2025Q1: 4,308 shares; 2025Q2: 4,463 shares; 2025Q3: not reported; 2025Q4: 4,298 shares 4,298 $362K 0.02% new Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,201 shares; 2025Q3: 34,130 shares; 2025Q4: 8,488 shares 8,488 $356K 0.02% -25,642 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 4,959 shares; 2025Q1: 4,907 shares; 2025Q2: 4,853 shares; 2025Q3: 4,837 shares; 2025Q4: 4,837 shares 4,837 $356K 0.02% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,268 shares; 2025Q4: 4,645 shares 4,645 $350K 0.02% +377 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 2,713 shares; 2025Q1: 2,735 shares; 2025Q2: 9,117 shares; 2025Q3: 3,609 shares; 2025Q4: 3,638 shares 3,638 $350K 0.02% +29 Timeline XUSP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,569 shares; 2024Q4: 9,569 shares; 2025Q1: 9,569 shares; 2025Q2: 7,358 shares; 2025Q3: 7,358 shares; 2025Q4: 7,358 shares 7,358 $349K 0.02% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 5,397 shares; 2025Q1: 4,526 shares; 2025Q2: 4,540 shares; 2025Q3: 4,587 shares; 2025Q4: 4,186 shares 4,186 $340K 0.02% -401 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares 4,800 $332K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,489 shares; 2025Q3: 2,496 shares; 2025Q4: 7,199 shares 7,199 $322K 0.02% +4,703 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,280 shares; 2025Q3: 2,066 shares; 2025Q4: 2,051 shares 2,051 $318K 0.02% -15 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,490 shares; 2025Q4: 2,054 shares 2,054 $316K 0.02% +564 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,272 shares; 2025Q4: 7,272 shares 7,272 $315K 0.02% 0 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,693 shares; 2025Q4: 1,693 shares 1,693 $309K 0.02% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 2,080 shares; 2025Q1: 2,092 shares; 2025Q2: 2,109 shares; 2025Q3: 2,122 shares; 2025Q4: 1,882 shares 1,882 $307K 0.02% -240 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,577 shares; 2025Q3: 3,663 shares; 2025Q4: 4,142 shares 4,142 $307K 0.02% +479 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,823 shares 9,823 $307K 0.02% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,574 shares 1,574 $302K 0.02% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,971 shares; 2025Q3: 4,003 shares; 2025Q4: 4,551 shares 4,551 $300K 0.02% +548 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,081 shares 10,081 $299K 0.02% new Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,717 shares 8,717 $295K 0.02% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,173 shares; 2025Q3: 1,172 shares; 2025Q4: 1,266 shares 1,266 $278K 0.02% +94 Timeline BNDC 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,420 shares 12,420 $278K 0.02% new Timeline SQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,050 shares 4,050 $277K 0.02% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,911 shares; 2024Q4: 1,951 shares; 2025Q1: 1,959 shares; 2025Q2: 1,967 shares; 2025Q3: 1,926 shares; 2025Q4: 1,932 shares 1,932 $277K 0.02% +6 Timeline QVMT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,838 shares 4,838 $276K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,381 shares 4,381 $274K 0.02% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,172 shares; 2024Q4: 8,448 shares; 2025Q1: 9,307 shares; 2025Q2: 10,262 shares; 2025Q3: 11,127 shares; 2025Q4: 9,125 shares 9,125 $273K 0.02% -2,002 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 513 shares; 2025Q4: 466 shares 466 $271K 0.02% -47 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares 1,894 $267K 0.02% 0 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,487 shares; 2024Q4: 6,487 shares; 2025Q1: 8,709 shares; 2025Q2: 9,116 shares; 2025Q3: 10,325 shares; 2025Q4: 4,805 shares 4,805 $264K 0.02% -5,520 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,889 shares; 2025Q3: 5,877 shares; 2025Q4: 5,877 shares 5,877 $262K 0.02% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,949 shares; 2025Q3: 1,897 shares; 2025Q4: 1,897 shares 1,897 $259K 0.02% 0 Timeline HYGV 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,350 shares 6,350 $259K 0.02% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,290 shares; 2025Q4: 3,339 shares 3,339 $256K 0.02% +49 Timeline SDD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,467 shares; 2025Q3: 10,467 shares; 2025Q4: 20,467 shares 20,467 $256K 0.02% +10,000 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 reported; 2024Q4: 4,595 shares; 2025Q1: 5,926 shares; 2025Q2: 6,049 shares; 2025Q3: 5,241 shares; 2025Q4: 3,856 shares 3,856 $254K 0.02% -1,385 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,903 shares; 2025Q4: 4,932 shares 4,932 $252K 0.02% -8,971 Timeline UTRE RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,060 shares; 2025Q3: 5,060 shares; 2025Q4: 5,060 shares 5,060 $252K 0.02% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,263 shares; 2025Q1: 2,268 shares; 2025Q2: 2,275 shares; 2025Q3: 2,281 shares; 2025Q4: 2,298 shares 2,298 $252K 0.02% +17 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,993 shares; 2025Q3: 4,993 shares; 2025Q4: 4,993 shares 4,993 $251K 0.02% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,491 shares; 2025Q1: 6,491 shares; 2025Q2: 6,491 shares; 2025Q3: 6,491 shares; 2025Q4: 6,437 shares 6,437 $249K 0.02% -54 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,065 shares 1,065 $249K 0.02% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,819 shares 4,819 $249K 0.02% new Timeline IQDF 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,113 shares 8,113 $247K 0.02% new Timeline DDEC 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: 5,797 shares; 2024Q4: 5,797 shares; 2025Q1: 5,760 shares; 2025Q2: 5,724 shares; 2025Q3: 5,426 shares; 2025Q4: 5,354 shares 5,354 $241K 0.02% -72 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,479 shares; 2024Q4: 5,454 shares; 2025Q1: 5,509 shares; 2025Q2: 5,525 shares; 2025Q3: 5,542 shares; 2025Q4: 5,745 shares 5,745 $241K 0.02% +203 Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,309 shares 6,309 $233K 0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,102 shares; 2025Q4: 1,119 shares 1,119 $233K 0.01% +17 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,246 shares; 2024Q4: 4,336 shares; 2025Q1: 4,579 shares; 2025Q2: 4,609 shares; 2025Q3: 4,654 shares; 2025Q4: 4,325 shares 4,325 $233K 0.01% -329 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,245 shares; 2025Q3: 6,053 shares; 2025Q4: 5,126 shares 5,126 $232K 0.01% -927 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 958 shares 958 $232K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,368 shares 1,368 $232K 0.01% new Timeline EMKT LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,187 shares 9,187 $230K 0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,697 shares; 2025Q4: 1,612 shares 1,612 $230K 0.01% -85 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,968 shares; 2025Q1: 7,071 shares; 2025Q2: 6,809 shares; 2025Q3: 6,703 shares; 2025Q4: 6,211 shares 6,211 $230K 0.01% -492 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,136 shares; 2025Q3: 5,136 shares; 2025Q4: 5,136 shares 5,136 $223K 0.01% 0 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,718 shares; 2025Q1: 5,444 shares; 2025Q2: 5,444 shares; 2025Q3: 5,444 shares; 2025Q4: 5,249 shares 5,249 $220K 0.01% -195 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,076 shares 4,076 $217K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,649 shares; 2025Q3: 4,654 shares; 2025Q4: 4,654 shares 4,654 $217K 0.01% 0 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,753 shares; 2025Q1: 11,755 shares; 2025Q2: 11,756 shares; 2025Q3: 11,756 shares; 2025Q4: 11,756 shares 11,756 $216K 0.01% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,477 shares; 2025Q3: 15,928 shares; 2025Q4: 2,121 shares 2,121 $216K 0.01% -13,807 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,302 shares; 2025Q3: 1,315 shares; 2025Q4: 1,316 shares 1,316 $214K 0.01% +1 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: 1,012 shares; 2024Q4: 862 shares; 2025Q1: 999 shares; 2025Q2: not reported; 2025Q3: 660 shares; 2025Q4: 588 shares 588 $212K 0.01% -72 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,236 shares 1,236 $211K 0.01% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,132 shares; 2025Q3: 4,834 shares; 2025Q4: 4,714 shares 4,714 $208K 0.01% -120 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,454 shares; 2025Q3: 2,134 shares; 2025Q4: 1,800 shares 1,800 $205K 0.01% -334 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 45 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 28 shares 28 $204K 0.01% -10 Timeline LIF LIFE360 INC More: the full row for LIFE360 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,745 shares; 2024Q4: 9,992 shares; 2025Q1: 10,550 shares; 2025Q2: 10,600 shares; 2025Q3: 3,189 shares; 2025Q4: 3,124 shares 3,124 $200K 0.01% -65 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,065 shares; 2024Q4: 8,150 shares; 2025Q1: 8,223 shares; 2025Q2: 7,797 shares; 2025Q3: not reported; 2025Q4: 5,769 shares 5,769 $200K 0.01% new Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,874 shares 13,874 $196K 0.01% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,114 shares; 2024Q4: 9,114 shares; 2025Q1: 9,215 shares; 2025Q2: not reported; 2025Q3: 10,372 shares; 2025Q4: 10,920 shares 10,920 $189K 0.01% +548 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,846 shares; 2024Q4: 15,846 shares; 2025Q1: 15,846 shares; 2025Q2: 15,846 shares; 2025Q3: 15,846 shares; 2025Q4: 15,846 shares 15,846 $185K 0.01% 0 Timeline DCTH DELCATH SYS INC More: the full row for DELCATH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,443 shares; 2024Q4: 17,443 shares; 2025Q1: 17,443 shares; 2025Q2: 17,443 shares; 2025Q3: 17,443 shares; 2025Q4: 17,443 shares 17,443 $176K 0.01% 0 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,137 shares 12,137 $159K 0.01% new Timeline POET POET TECHNOLOGIES INC More: the full row for POET TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,755 shares; 2025Q4: 21,755 shares 21,755 $138K 0.01% +1,000 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,607 shares; 2024Q4: 15,002 shares; 2025Q1: 16,047 shares; 2025Q2: 16,303 shares; 2025Q3: 14,139 shares; 2025Q4: 11,757 shares 11,757 $132K 0.01% -2,382 Timeline GPRE GREEN PLAINS INC More: the full row for GREEN PLAINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,147 shares; 2025Q2: 11,666 shares; 2025Q3: 11,666 shares; 2025Q4: 11,666 shares 11,666 $114K 0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,583 shares; 2024Q4: not reported; 2025Q1: 10,583 shares; 2025Q2: 10,583 shares; 2025Q3: 10,583 shares; 2025Q4: 10,583 shares 10,583 $113K 0.01% 0 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,650 shares 13,650 $27K <0.01% new Timeline