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: 234,352 shares; 2024Q4: 214,695 shares; 2025Q1: 213,870 shares; 2025Q2: 198,534 shares; 2025Q3: 197,358 shares; 2025Q4: 193,701 shares 193,701 $52.7M 7.87% -3,657 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: 78,775 shares; 2024Q4: 75,223 shares; 2025Q1: 74,819 shares; 2025Q2: 71,651 shares; 2025Q3: 71,664 shares; 2025Q4: 70,692 shares 70,692 $35.5M 5.31% -972 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,110 shares; 2024Q4: 25,368 shares; 2025Q1: 74,138 shares; 2025Q2: 178,769 shares; 2025Q3: 272,267 shares; 2025Q4: 353,275 shares 353,275 $18.1M 2.71% +81,008 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: 76,875 shares; 2024Q4: 72,247 shares; 2025Q1: 86,242 shares; 2025Q2: 92,466 shares; 2025Q3: 109,991 shares; 2025Q4: 96,158 shares 96,158 $17.9M 2.68% -13,833 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: 20,832 shares; 2024Q4: 20,888 shares; 2025Q1: 21,096 shares; 2025Q2: 20,551 shares; 2025Q3: 21,193 shares; 2025Q4: 23,573 shares 23,573 $16.1M 2.41% +2,380 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: 308,779 shares; 2024Q4: 273,507 shares; 2025Q1: 278,880 shares; 2025Q2: 228,539 shares; 2025Q3: 232,430 shares; 2025Q4: 230,102 shares 230,102 $16M 2.39% -2,328 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: 68,588 shares; 2024Q4: 64,330 shares; 2025Q1: 65,056 shares; 2025Q2: 60,434 shares; 2025Q3: 60,669 shares; 2025Q4: 63,098 shares 63,098 $14.6M 2.18% +2,429 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: 583,549 shares; 2024Q4: 558,777 shares; 2025Q1: 638,883 shares; 2025Q2: 420,907 shares; 2025Q3: 426,960 shares; 2025Q4: 410,055 shares 410,055 $14M 2.1% -16,905 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: 18,489 shares; 2024Q4: 18,450 shares; 2025Q1: 19,268 shares; 2025Q2: 18,913 shares; 2025Q3: 19,374 shares; 2025Q4: 21,148 shares 21,148 $13M 1.94% +1,774 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: 57,304 shares; 2024Q4: 53,061 shares; 2025Q1: 54,398 shares; 2025Q2: 36,161 shares; 2025Q3: 36,674 shares; 2025Q4: 34,511 shares 34,511 $11.6M 1.73% -2,163 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: 19,826 shares; 2024Q4: 20,556 shares; 2025Q1: 21,142 shares; 2025Q2: 19,278 shares; 2025Q3: 27,515 shares; 2025Q4: 20,278 shares 20,278 $9.81M 1.47% -7,237 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: 564,333 shares; 2024Q4: 534,413 shares; 2025Q1: 534,849 shares; 2025Q2: 318,558 shares; 2025Q3: 324,558 shares; 2025Q4: 304,854 shares 304,854 $9.77M 1.46% -19,704 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: 44,109 shares; 2024Q4: 38,054 shares; 2025Q1: 38,410 shares; 2025Q2: 29,795 shares; 2025Q3: 30,357 shares; 2025Q4: 28,511 shares 28,511 $8.95M 1.34% -1,846 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: 151,551 shares; 2024Q4: 165,502 shares; 2025Q1: 192,958 shares; 2025Q2: 166,043 shares; 2025Q3: 162,667 shares; 2025Q4: 159,184 shares 159,184 $8.41M 1.26% -3,483 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: 68,144 shares; 2024Q4: 60,114 shares; 2025Q1: 65,343 shares; 2025Q2: 66,133 shares; 2025Q3: 64,460 shares; 2025Q4: 66,096 shares 66,096 $8.15M 1.22% +1,636 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: 11,689 shares; 2024Q4: 10,802 shares; 2025Q1: 10,575 shares; 2025Q2: 8,970 shares; 2025Q3: 9,966 shares; 2025Q4: 9,072 shares 9,072 $7.82M 1.17% -894 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: 153,277 shares 153,277 $7.82M 1.17% new 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: 167,760 shares; 2024Q4: 160,629 shares; 2025Q1: 170,528 shares; 2025Q2: 113,065 shares; 2025Q3: 115,880 shares; 2025Q4: 112,997 shares 112,997 $7.51M 1.12% -2,883 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: 94,557 shares; 2024Q4: 94,106 shares; 2025Q1: 92,981 shares; 2025Q2: 70,101 shares; 2025Q3: 69,795 shares; 2025Q4: 65,022 shares 65,022 $7.24M 1.08% -4,773 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: 27,321 shares; 2024Q4: 25,477 shares; 2025Q1: 25,247 shares; 2025Q2: 22,195 shares; 2025Q3: 23,328 shares; 2025Q4: 22,375 shares 22,375 $7.21M 1.08% -953 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,407 shares; 2024Q4: 118,692 shares; 2025Q1: 124,164 shares; 2025Q2: 126,456 shares; 2025Q3: 133,731 shares; 2025Q4: 137,908 shares 137,908 $7.02M 1.05% +4,177 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: 130,027 shares; 2024Q4: 121,627 shares; 2025Q1: 127,986 shares; 2025Q2: 73,889 shares; 2025Q3: 83,412 shares; 2025Q4: 89,320 shares 89,320 $6.88M 1.03% +5,908 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: 134,733 shares; 2024Q4: 127,586 shares; 2025Q1: 135,203 shares; 2025Q2: 84,975 shares; 2025Q3: 86,510 shares; 2025Q4: 82,622 shares 82,622 $6.84M 1.02% -3,888 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: 178,795 shares; 2024Q4: 166,263 shares; 2025Q1: 167,093 shares; 2025Q2: 101,265 shares; 2025Q3: 102,899 shares; 2025Q4: 95,879 shares 95,879 $6.81M 1.02% -7,020 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: 323,467 shares; 2024Q4: 310,107 shares; 2025Q1: 315,473 shares; 2025Q2: 230,405 shares; 2025Q3: 188,570 shares; 2025Q4: 112,037 shares 112,037 $6.74M 1.01% -76,533 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: 45,140 shares; 2024Q4: 42,185 shares; 2025Q1: 41,735 shares; 2025Q2: 34,090 shares; 2025Q3: 33,288 shares; 2025Q4: 31,435 shares 31,435 $6.51M 0.97% -1,853 Timeline STXV 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: 158,463 shares; 2024Q4: 166,399 shares; 2025Q1: 172,166 shares; 2025Q2: 178,397 shares; 2025Q3: 186,580 shares; 2025Q4: 193,855 shares 193,855 $6.49M 0.97% +7,275 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: 2,737 shares; 2024Q4: 2,932 shares; 2025Q1: 21,537 shares; 2025Q2: 23,724 shares; 2025Q3: 37,595 shares; 2025Q4: 45,006 shares 45,006 $6.46M 0.96% +7,411 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: 79,892 shares; 2024Q4: 77,538 shares; 2025Q1: 85,178 shares; 2025Q2: 59,340 shares; 2025Q3: 58,452 shares; 2025Q4: 57,109 shares 57,109 $6.09M 0.91% -1,343 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: 68,640 shares; 2024Q4: 217,555 shares; 2025Q1: 215,808 shares; 2025Q2: 210,153 shares; 2025Q3: 212,732 shares; 2025Q4: 193,573 shares 193,573 $5.31M 0.79% -19,159 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: 326,839 shares; 2024Q4: 298,394 shares; 2025Q1: 309,334 shares; 2025Q2: 183,312 shares; 2025Q3: 184,878 shares; 2025Q4: 174,215 shares 174,215 $4.98M 0.74% -10,663 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: 10,486 shares; 2024Q4: 10,848 shares; 2025Q1: 12,049 shares; 2025Q2: 10,563 shares; 2025Q3: 10,632 shares; 2025Q4: 10,980 shares 10,980 $4.94M 0.74% +348 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: 15,389 shares; 2024Q4: 14,950 shares; 2025Q1: 14,661 shares; 2025Q2: 10,370 shares; 2025Q3: 9,989 shares; 2025Q4: 8,784 shares 8,784 $4.86M 0.73% -1,205 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: 11,653 shares; 2024Q4: 11,217 shares; 2025Q1: 11,371 shares; 2025Q2: 13,791 shares; 2025Q3: 13,643 shares; 2025Q4: 15,469 shares 15,469 $4.84M 0.72% +1,826 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: 20,896 shares; 2024Q4: 20,722 shares; 2025Q1: 20,711 shares; 2025Q2: 20,646 shares; 2025Q3: 21,097 shares; 2025Q4: 20,385 shares 20,385 $4.72M 0.7% -712 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: 10,261 shares; 2024Q4: 10,131 shares; 2025Q1: 13,239 shares; 2025Q2: 15,128 shares; 2025Q3: 15,788 shares; 2025Q4: 22,235 shares 22,235 $4.72M 0.7% +6,447 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: 8,333 shares; 2024Q4: 7,276 shares; 2025Q1: 7,067 shares; 2025Q2: 6,189 shares; 2025Q3: 6,281 shares; 2025Q4: 7,104 shares 7,104 $4.69M 0.7% +823 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: 34,423 shares; 2024Q4: 32,641 shares; 2025Q1: 31,681 shares; 2025Q2: 22,893 shares; 2025Q3: 22,484 shares; 2025Q4: 20,417 shares 20,417 $4.67M 0.7% -2,067 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: 85,540 shares; 2024Q4: 172,673 shares; 2025Q1: 182,342 shares; 2025Q2: 173,802 shares; 2025Q3: 188,124 shares; 2025Q4: 187,092 shares 187,092 $4.37M 0.65% -1,032 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: 169,287 shares; 2024Q4: 163,143 shares; 2025Q1: 164,281 shares; 2025Q2: 43,505 shares; 2025Q3: 44,379 shares; 2025Q4: 42,028 shares 42,028 $4.35M 0.65% -2,351 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: 23,678 shares; 2024Q4: 22,311 shares; 2025Q1: 22,221 shares; 2025Q2: 16,147 shares; 2025Q3: 15,190 shares; 2025Q4: 13,962 shares 13,962 $4.14M 0.62% -1,228 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: 97,214 shares; 2024Q4: 91,112 shares; 2025Q1: 83,978 shares; 2025Q2: 41,987 shares; 2025Q3: 47,328 shares; 2025Q4: 51,129 shares 51,129 $4.1M 0.61% +3,801 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: 51,386 shares; 2024Q4: 48,497 shares; 2025Q1: 49,592 shares; 2025Q2: 50,839 shares; 2025Q3: 60,763 shares; 2025Q4: 66,896 shares 66,896 $4.07M 0.61% +6,133 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: 37,156 shares; 2024Q4: 36,030 shares; 2025Q1: 36,726 shares; 2025Q2: 28,286 shares; 2025Q3: 27,431 shares; 2025Q4: 26,431 shares 26,431 $4.03M 0.6% -1,000 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: 37,368 shares; 2024Q4: 35,277 shares; 2025Q1: 35,993 shares; 2025Q2: 26,987 shares; 2025Q3: 27,294 shares; 2025Q4: 25,800 shares 25,800 $3.7M 0.55% -1,494 Timeline STXF 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: 49,359 shares; 2024Q4: 56,923 shares; 2025Q1: 64,749 shares; 2025Q2: 68,517 shares; 2025Q3: 78,393 shares; 2025Q4: 81,021 shares 81,021 $3.57M 0.53% +2,628 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: 33,092 shares; 2024Q4: 33,916 shares; 2025Q1: 34,212 shares; 2025Q2: 31,219 shares; 2025Q3: 30,164 shares; 2025Q4: 26,287 shares 26,287 $3.49M 0.52% -3,877 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: 26,288 shares; 2024Q4: 25,873 shares; 2025Q1: 26,919 shares; 2025Q2: 21,252 shares; 2025Q3: 21,833 shares; 2025Q4: 20,158 shares 20,158 $3.29M 0.49% -1,675 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: 69,953 shares; 2024Q4: 67,557 shares; 2025Q1: 69,774 shares; 2025Q2: 39,801 shares; 2025Q3: 40,341 shares; 2025Q4: 37,745 shares 37,745 $3.27M 0.49% -2,596 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: 15,741 shares; 2025Q2: 23,264 shares; 2025Q3: 49,929 shares; 2025Q4: 54,551 shares 54,551 $3.23M 0.48% +4,622 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: 22,231 shares; 2024Q4: 21,327 shares; 2025Q1: 20,983 shares; 2025Q2: 15,485 shares; 2025Q3: 14,855 shares; 2025Q4: 13,272 shares 13,272 $3.18M 0.48% -1,583 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: 146,695 shares; 2024Q4: 137,655 shares; 2025Q1: 146,530 shares; 2025Q2: 83,522 shares; 2025Q3: 87,127 shares; 2025Q4: 81,899 shares 81,899 $3.17M 0.47% -5,228 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: 61,518 shares; 2024Q4: 57,745 shares; 2025Q1: 59,883 shares; 2025Q2: 44,213 shares; 2025Q3: 41,905 shares; 2025Q4: 37,088 shares 37,088 $3.12M 0.47% -4,817 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: 241,499 shares; 2024Q4: 226,214 shares; 2025Q1: 230,081 shares; 2025Q2: 150,667 shares; 2025Q3: 152,157 shares; 2025Q4: 132,134 shares 132,134 $3.09M 0.46% -20,023 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: 13,931 shares; 2024Q4: 13,164 shares; 2025Q1: 13,997 shares; 2025Q2: 10,153 shares; 2025Q3: 11,283 shares; 2025Q4: 9,394 shares 9,394 $3.07M 0.46% -1,889 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: 93,257 shares; 2024Q4: 82,891 shares; 2025Q1: 88,728 shares; 2025Q2: 60,536 shares; 2025Q3: 60,932 shares; 2025Q4: 54,471 shares 54,471 $3.07M 0.46% -6,461 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,022 shares; 2024Q4: 68,447 shares; 2025Q1: 73,760 shares; 2025Q2: 75,266 shares; 2025Q3: 77,557 shares; 2025Q4: 79,791 shares 79,791 $3.05M 0.46% +2,234 Timeline STXK 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: 67,192 shares; 2024Q4: 77,969 shares; 2025Q1: 86,764 shares; 2025Q2: 89,231 shares; 2025Q3: 89,324 shares; 2025Q4: 90,510 shares 90,510 $3.01M 0.45% +1,186 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: 170,765 shares; 2024Q4: 177,871 shares; 2025Q1: 178,556 shares; 2025Q2: 130,658 shares; 2025Q3: 131,829 shares; 2025Q4: 118,181 shares 118,181 $3.01M 0.45% -13,648 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: 5,022 shares; 2024Q4: 5,671 shares; 2025Q1: 5,803 shares; 2025Q2: 7,329 shares; 2025Q3: 7,892 shares; 2025Q4: 8,416 shares 8,416 $2.91M 0.44% +524 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,198 shares; 2025Q3: 54,323 shares; 2025Q4: 48,933 shares 48,933 $2.87M 0.43% -5,390 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: 58,691 shares; 2024Q4: 56,600 shares; 2025Q1: 55,333 shares; 2025Q2: 39,141 shares; 2025Q3: 39,685 shares; 2025Q4: 34,801 shares 34,801 $2.85M 0.43% -4,884 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: 8,663 shares; 2024Q4: 7,461 shares; 2025Q1: 7,216 shares; 2025Q2: 4,948 shares; 2025Q3: 5,059 shares; 2025Q4: 4,985 shares 4,985 $2.85M 0.43% -74 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: 23,619 shares; 2024Q4: 23,017 shares; 2025Q1: 26,047 shares; 2025Q2: 22,108 shares; 2025Q3: 23,054 shares; 2025Q4: 20,110 shares 20,110 $2.84M 0.42% -2,944 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: 102,857 shares; 2024Q4: 98,242 shares; 2025Q1: 99,673 shares; 2025Q2: 72,933 shares; 2025Q3: 73,925 shares; 2025Q4: 69,558 shares 69,558 $2.83M 0.42% -4,367 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: 39,046 shares; 2024Q4: 35,977 shares; 2025Q1: 35,657 shares; 2025Q2: 25,853 shares; 2025Q3: 24,394 shares; 2025Q4: 22,227 shares 22,227 $2.81M 0.42% -2,167 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: 9,213 shares; 2024Q4: 13,802 shares; 2025Q1: 15,718 shares; 2025Q2: 15,430 shares; 2025Q3: 16,039 shares; 2025Q4: 15,830 shares 15,830 $2.81M 0.42% -209 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: 174,469 shares; 2024Q4: 166,051 shares; 2025Q1: 170,388 shares; 2025Q2: 122,671 shares; 2025Q3: 124,414 shares; 2025Q4: 109,220 shares 109,220 $2.8M 0.42% -15,194 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: 31,825 shares; 2024Q4: 32,064 shares; 2025Q1: 33,132 shares; 2025Q2: 24,882 shares; 2025Q3: 24,574 shares; 2025Q4: 22,531 shares 22,531 $2.77M 0.41% -2,043 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: 170,695 shares; 2024Q4: 157,671 shares; 2025Q1: 156,700 shares; 2025Q2: 99,602 shares; 2025Q3: 98,903 shares; 2025Q4: 88,205 shares 88,205 $2.7M 0.4% -10,698 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: 16,625 shares; 2024Q4: 14,347 shares; 2025Q1: 21,497 shares; 2025Q2: 38,583 shares; 2025Q3: 34,477 shares; 2025Q4: 39,827 shares 39,827 $2.68M 0.4% +5,350 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: 23,213 shares; 2024Q4: 22,885 shares; 2025Q1: 23,212 shares; 2025Q2: 17,014 shares; 2025Q3: 17,157 shares; 2025Q4: 15,415 shares 15,415 $2.67M 0.4% -1,742 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: 9,296 shares; 2024Q4: 9,730 shares; 2025Q1: 12,500 shares; 2025Q2: 13,546 shares; 2025Q3: 13,846 shares; 2025Q4: 13,853 shares 13,853 $2.65M 0.4% +7 Timeline XTEN 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: 23,073 shares; 2025Q2: 49,455 shares; 2025Q3: 55,511 shares; 2025Q4: 55,586 shares 55,586 $2.57M 0.38% +75 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,517 shares; 2024Q4: 12,563 shares; 2025Q1: 12,629 shares; 2025Q2: 12,603 shares; 2025Q3: 12,262 shares; 2025Q4: 12,262 shares 12,262 $2.56M 0.38% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 1,430 shares; 2025Q1: 2,495 shares; 2025Q2: 2,778 shares; 2025Q3: 2,945 shares; 2025Q4: 3,113 shares 3,113 $2.55M 0.38% +168 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: 36,342 shares; 2024Q4: 38,754 shares; 2025Q1: 30,620 shares; 2025Q2: 45,298 shares; 2025Q3: 37,934 shares; 2025Q4: 35,744 shares 35,744 $2.55M 0.38% -2,190 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: 89,184 shares; 2024Q4: 75,918 shares; 2025Q1: 77,619 shares; 2025Q2: 61,291 shares; 2025Q3: 52,158 shares; 2025Q4: 54,632 shares 54,632 $2.54M 0.38% +2,474 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: 46,813 shares; 2024Q4: 46,814 shares; 2025Q1: 46,816 shares; 2025Q2: 46,620 shares; 2025Q3: 46,623 shares; 2025Q4: 46,625 shares 46,625 $2.49M 0.37% +2 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: 20,403 shares; 2024Q4: 17,654 shares; 2025Q1: 20,011 shares; 2025Q2: 16,451 shares; 2025Q3: 17,135 shares; 2025Q4: 16,070 shares 16,070 $2.48M 0.37% -1,065 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: 51,654 shares; 2024Q4: 51,337 shares; 2025Q1: 50,775 shares; 2025Q2: 35,691 shares; 2025Q3: 36,570 shares; 2025Q4: 30,491 shares 30,491 $2.43M 0.36% -6,079 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: 40,636 shares; 2024Q4: 39,183 shares; 2025Q1: 39,367 shares; 2025Q2: 25,442 shares; 2025Q3: 25,569 shares; 2025Q4: 23,159 shares 23,159 $2.41M 0.36% -2,410 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 1,923 shares; 2025Q1: 1,998 shares; 2025Q2: 1,840 shares; 2025Q3: 3,223 shares; 2025Q4: 2,229 shares 2,229 $2.4M 0.36% -994 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,778 shares; 2024Q4: 15,919 shares; 2025Q1: 16,015 shares; 2025Q2: 16,367 shares; 2025Q3: 15,007 shares; 2025Q4: 15,225 shares 15,225 $2.36M 0.35% +218 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,302 shares; 2024Q4: 35,201 shares; 2025Q1: 41,606 shares; 2025Q2: 41,261 shares; 2025Q3: 41,689 shares; 2025Q4: 42,168 shares 42,168 $2.31M 0.35% +479 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: 3,614 shares; 2024Q4: 2,872 shares; 2025Q1: 4,146 shares; 2025Q2: 3,993 shares; 2025Q3: 4,234 shares; 2025Q4: 3,976 shares 3,976 $2.3M 0.34% -258 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: 8,138 shares; 2024Q4: 6,999 shares; 2025Q1: 6,851 shares; 2025Q2: 5,158 shares; 2025Q3: 5,051 shares; 2025Q4: 4,749 shares 4,749 $2.3M 0.34% -302 Timeline STXT 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: 61,245 shares; 2024Q4: 68,440 shares; 2025Q1: 114,768 shares; 2025Q2: 115,024 shares; 2025Q3: 115,081 shares; 2025Q4: 112,936 shares 112,936 $2.27M 0.34% -2,145 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: 16,036 shares; 2024Q4: 16,287 shares; 2025Q1: 16,546 shares; 2025Q2: 11,972 shares; 2025Q3: 12,386 shares; 2025Q4: 10,997 shares 10,997 $2.15M 0.32% -1,389 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: 13,930 shares; 2024Q4: 13,045 shares; 2025Q1: 13,167 shares; 2025Q2: 9,324 shares; 2025Q3: 9,438 shares; 2025Q4: 8,601 shares 8,601 $2.12M 0.32% -837 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: 167,527 shares; 2024Q4: 156,314 shares; 2025Q1: 160,649 shares; 2025Q2: 107,206 shares; 2025Q3: 107,873 shares; 2025Q4: 93,014 shares 93,014 $2.08M 0.31% -14,859 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,857 shares; 2024Q4: 18,793 shares; 2025Q1: 17,036 shares; 2025Q2: 17,129 shares; 2025Q3: 19,572 shares; 2025Q4: 20,104 shares 20,104 $1.91M 0.29% +532 Timeline BSEP 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: 129,813 shares; 2024Q4: 40,310 shares; 2025Q1: 38,557 shares; 2025Q2: 37,711 shares; 2025Q3: 38,376 shares; 2025Q4: 38,363 shares 38,363 $1.89M 0.28% -13 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: 38,013 shares; 2024Q4: 37,182 shares; 2025Q1: 40,874 shares; 2025Q2: 30,954 shares; 2025Q3: 31,943 shares; 2025Q4: 28,050 shares 28,050 $1.79M 0.27% -3,893 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,141 shares; 2024Q4: 3,389 shares; 2025Q1: 3,408 shares; 2025Q2: 3,410 shares; 2025Q3: 3,379 shares; 2025Q4: 3,675 shares 3,675 $1.74M 0.26% +296 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: 14,851 shares; 2024Q4: 14,614 shares; 2025Q1: 16,580 shares; 2025Q2: 17,453 shares; 2025Q3: 15,619 shares; 2025Q4: 8,750 shares 8,750 $1.74M 0.26% -6,869 Timeline BAI 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: 16,793 shares; 2025Q3: 43,603 shares; 2025Q4: 48,383 shares 48,383 $1.61M 0.24% +4,780 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 29,926 shares; 2025Q2: 55,787 shares; 2025Q3: 71,777 shares; 2025Q4: 72,500 shares 72,500 $1.61M 0.24% +723 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: 4,999 shares; 2024Q4: 4,524 shares; 2025Q1: 5,096 shares; 2025Q2: 4,132 shares; 2025Q3: 5,828 shares; 2025Q4: 4,587 shares 4,587 $1.61M 0.24% -1,241 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: 1,808 shares; 2024Q4: 2,904 shares; 2025Q1: 2,955 shares; 2025Q2: 2,558 shares; 2025Q3: 2,650 shares; 2025Q4: 4,020 shares 4,020 $1.59M 0.24% +1,370 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: 6,656 shares; 2024Q4: 6,892 shares; 2025Q1: 6,078 shares; 2025Q2: 6,558 shares; 2025Q3: 7,116 shares; 2025Q4: 7,351 shares 7,351 $1.57M 0.24% +235 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,413 shares; 2025Q1: 7,624 shares; 2025Q2: 7,808 shares; 2025Q3: 7,989 shares; 2025Q4: 13,058 shares 13,058 $1.56M 0.23% +5,069 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: 31,517 shares; 2024Q4: 31,169 shares; 2025Q1: 30,673 shares; 2025Q2: 31,534 shares; 2025Q3: 41,011 shares; 2025Q4: 41,378 shares 41,378 $1.53M 0.23% +367 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: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.23% 0 Timeline THRO 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: 33,996 shares; 2025Q3: 35,399 shares; 2025Q4: 38,667 shares 38,667 $1.49M 0.22% +3,268 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,772 shares; 2025Q2: 21,290 shares; 2025Q3: 25,541 shares; 2025Q4: 31,464 shares 31,464 $1.48M 0.22% +5,923 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,854 shares; 2024Q4: 21,354 shares; 2025Q1: 22,838 shares; 2025Q2: 23,170 shares; 2025Q3: 26,581 shares; 2025Q4: 27,470 shares 27,470 $1.45M 0.22% +889 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: 10,523 shares; 2024Q4: 10,140 shares; 2025Q1: 9,312 shares; 2025Q2: 8,977 shares; 2025Q3: 11,733 shares; 2025Q4: 11,872 shares 11,872 $1.43M 0.21% +139 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: 4,102 shares; 2024Q4: 3,988 shares; 2025Q1: 3,955 shares; 2025Q2: 3,828 shares; 2025Q3: 3,498 shares; 2025Q4: 4,080 shares 4,080 $1.4M 0.21% +582 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,248 shares; 2024Q4: 22,307 shares; 2025Q1: 21,934 shares; 2025Q2: 22,259 shares; 2025Q3: 22,308 shares; 2025Q4: 23,051 shares 23,051 $1.39M 0.21% +743 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,989 shares; 2024Q4: 26,007 shares; 2025Q1: 11,773 shares; 2025Q2: 14,428 shares; 2025Q3: 14,105 shares; 2025Q4: 12,920 shares 12,920 $1.34M 0.2% -1,185 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: 5,774 shares; 2024Q4: 3,926 shares; 2025Q1: 3,611 shares; 2025Q2: 3,171 shares; 2025Q3: 3,198 shares; 2025Q4: 3,761 shares 3,761 $1.32M 0.2% +563 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,484 shares; 2025Q1: 12,375 shares; 2025Q2: 8,603 shares; 2025Q3: 14,616 shares; 2025Q4: 15,412 shares 15,412 $1.32M 0.2% +796 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: 6,525 shares; 2024Q4: 5,845 shares; 2025Q1: 5,622 shares; 2025Q2: 5,586 shares; 2025Q3: 5,525 shares; 2025Q4: 5,439 shares 5,439 $1.31M 0.2% -86 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: 3,432 shares; 2024Q4: 3,380 shares; 2025Q1: 2,180 shares; 2025Q2: 1,836 shares; 2025Q3: 3,740 shares; 2025Q4: 1,898 shares 1,898 $1.29M 0.19% -1,842 Timeline IAGG 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: 20,205 shares; 2025Q3: 22,791 shares; 2025Q4: 23,978 shares 23,978 $1.2M 0.18% +1,187 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: 3,150 shares; 2024Q4: 3,843 shares; 2025Q1: 3,707 shares; 2025Q2: 3,789 shares; 2025Q3: 4,686 shares; 2025Q4: 6,118 shares 6,118 $1.19M 0.18% +1,432 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: 129,442 shares; 2025Q2: 81,742 shares; 2025Q3: 82,849 shares; 2025Q4: 29,520 shares 29,520 $1.17M 0.17% -53,329 Timeline STXM EA SER TR STRIVE MID-CAP ETF More: the full row for EA SER TR STRIVE MID-CAP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,586 shares; 2024Q4: 46,892 shares; 2025Q1: 50,425 shares; 2025Q2: 47,583 shares; 2025Q3: 43,585 shares; 2025Q4: 40,501 shares 40,501 $1.15M 0.17% -3,084 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: 9,281 shares; 2024Q4: 9,114 shares; 2025Q1: 9,194 shares; 2025Q2: 9,127 shares; 2025Q3: 9,807 shares; 2025Q4: 10,701 shares 10,701 $1.13M 0.17% +894 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: 61,014 shares; 2025Q4: 22,533 shares 22,533 $1.12M 0.17% -38,481 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: 5,270 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,171 shares 11,171 $1.12M 0.17% new 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: 4,761 shares; 2024Q4: 3,810 shares; 2025Q1: 3,883 shares; 2025Q2: 2,057 shares; 2025Q3: 2,183 shares; 2025Q4: 2,128 shares 2,128 $1.11M 0.17% -55 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: 12,599 shares; 2024Q4: 9,749 shares; 2025Q1: 11,624 shares; 2025Q2: 7,768 shares; 2025Q3: 8,670 shares; 2025Q4: 7,834 shares 7,834 $1.08M 0.16% -836 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: 14,816 shares; 2025Q1: 14,664 shares; 2025Q2: 14,664 shares; 2025Q3: 14,664 shares; 2025Q4: 24,541 shares 24,541 $1.08M 0.16% +9,877 Timeline ZOCT 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: 39,889 shares; 2025Q1: 39,889 shares; 2025Q2: 39,889 shares; 2025Q3: 39,889 shares; 2025Q4: 39,889 shares 39,889 $1.07M 0.16% 0 Timeline APOC 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: 67,589 shares; 2025Q1: 39,667 shares; 2025Q2: 39,667 shares; 2025Q3: 39,667 shares; 2025Q4: 39,667 shares 39,667 $1.04M 0.16% 0 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: 13,812 shares; 2024Q4: 14,236 shares; 2025Q1: 15,331 shares; 2025Q2: 10,208 shares; 2025Q3: 10,576 shares; 2025Q4: 10,169 shares 10,169 $1.01M 0.15% -407 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: 120,162 shares; 2025Q2: 6,510 shares; 2025Q3: 79,765 shares; 2025Q4: 27,367 shares 27,367 $1M 0.15% -52,398 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: 3,433 shares; 2024Q4: 3,127 shares; 2025Q1: 2,681 shares; 2025Q2: 2,975 shares; 2025Q3: 2,955 shares; 2025Q4: 3,409 shares 3,409 $973K 0.15% +454 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: 11,921 shares; 2024Q4: 12,894 shares; 2025Q1: 16,547 shares; 2025Q2: 18,326 shares; 2025Q3: 17,030 shares; 2025Q4: 17,042 shares 17,042 $968K 0.14% +12 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: 65,480 shares; 2025Q3: 72,083 shares; 2025Q4: 24,550 shares 24,550 $964K 0.14% -47,533 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: 2,547 shares; 2024Q4: 2,481 shares; 2025Q1: 2,481 shares; 2025Q2: 2,471 shares; 2025Q3: 2,063 shares; 2025Q4: 2,063 shares 2,063 $960K 0.14% 0 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: 63,970 shares; 2025Q3: 70,569 shares; 2025Q4: 24,023 shares 24,023 $960K 0.14% -46,546 Timeline STXE 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: 25,914 shares; 2024Q4: 26,969 shares; 2025Q1: 26,277 shares; 2025Q2: 26,473 shares; 2025Q3: 26,500 shares; 2025Q4: 26,460 shares 26,460 $950K 0.14% -40 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: 17,435 shares; 2024Q4: 16,672 shares; 2025Q1: 16,816 shares; 2025Q2: 15,869 shares; 2025Q3: 15,031 shares; 2025Q4: 16,289 shares 16,289 $939K 0.14% +1,258 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: 1,159 shares; 2024Q4: 1,274 shares; 2025Q1: 1,104 shares; 2025Q2: 1,102 shares; 2025Q3: 1,651 shares; 2025Q4: 1,624 shares 1,624 $930K 0.14% -27 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 1,378 shares; 2025Q1: 1,438 shares; 2025Q2: 1,485 shares; 2025Q3: 1,864 shares; 2025Q4: 1,963 shares 1,963 $920K 0.14% +99 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: 6,306 shares; 2024Q4: 23,230 shares; 2025Q1: 24,654 shares; 2025Q2: 24,437 shares; 2025Q3: 25,787 shares; 2025Q4: 26,908 shares 26,908 $878K 0.13% +1,121 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,602 shares; 2025Q2: 20,602 shares; 2025Q3: 20,602 shares; 2025Q4: 20,602 shares 20,602 $866K 0.13% 0 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: 15,291 shares; 2024Q4: 9,131 shares; 2025Q1: 8,838 shares; 2025Q2: 8,838 shares; 2025Q3: 8,838 shares; 2025Q4: 17,768 shares 17,768 $835K 0.12% +8,930 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: 29,753 shares; 2024Q4: 30,111 shares; 2025Q1: 29,474 shares; 2025Q2: 30,440 shares; 2025Q3: 30,334 shares; 2025Q4: 29,605 shares 29,605 $797K 0.12% -729 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: 2,521 shares; 2024Q4: 1,665 shares; 2025Q1: 1,629 shares; 2025Q2: 2,447 shares; 2025Q3: 2,582 shares; 2025Q4: 5,162 shares 5,162 $743K 0.11% +2,580 Timeline IWO 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: 2,003 shares; 2024Q4: 2,003 shares; 2025Q1: 2,054 shares; 2025Q2: 2,414 shares; 2025Q3: 2,297 shares; 2025Q4: 2,297 shares 2,297 $742K 0.11% 0 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: 10,946 shares; 2024Q4: 8,905 shares; 2025Q1: 7,615 shares; 2025Q2: 3,900 shares; 2025Q3: 4,041 shares; 2025Q4: 3,759 shares 3,759 $731K 0.11% -282 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,713 shares; 2024Q4: 2,355 shares; 2025Q1: 2,147 shares; 2025Q2: 2,372 shares; 2025Q3: 2,094 shares; 2025Q4: 2,378 shares 2,378 $727K 0.11% +284 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,893 shares; 2024Q4: 9,187 shares; 2025Q1: 9,411 shares; 2025Q2: 9,202 shares; 2025Q3: 9,058 shares; 2025Q4: 9,050 shares 9,050 $727K 0.11% -8 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 5,567 shares; 2025Q1: 5,322 shares; 2025Q2: 5,323 shares; 2025Q3: 5,125 shares; 2025Q4: 5,127 shares 5,127 $724K 0.11% +2 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: 22,936 shares; 2024Q4: 17,011 shares; 2025Q1: 19,847 shares; 2025Q2: 11,922 shares; 2025Q3: 12,080 shares; 2025Q4: 10,777 shares 10,777 $721K 0.11% -1,303 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: 13,830 shares; 2024Q4: 10,995 shares; 2025Q1: 6,169 shares; 2025Q2: 5,734 shares; 2025Q3: 4,820 shares; 2025Q4: 5,697 shares 5,697 $714K 0.11% +877 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,276 shares; 2025Q1: 1,248 shares; 2025Q2: 1,308 shares; 2025Q3: 1,271 shares; 2025Q4: 1,165 shares 1,165 $703K 0.1% -106 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: 3,554 shares; 2024Q4: 2,861 shares; 2025Q1: 2,840 shares; 2025Q2: 1,547 shares; 2025Q3: 1,723 shares; 2025Q4: 1,562 shares 1,562 $695K 0.1% -161 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: 5,205 shares; 2024Q4: 4,694 shares; 2025Q1: 4,941 shares; 2025Q2: 5,383 shares; 2025Q3: 5,125 shares; 2025Q4: 5,020 shares 5,020 $687K 0.1% -105 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: not reported; 2025Q3: not reported; 2025Q4: 14,492 shares 14,492 $686K 0.1% new Timeline FXH 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: 6,351 shares; 2024Q4: 6,137 shares; 2025Q1: 6,137 shares; 2025Q2: 6,309 shares; 2025Q3: 6,129 shares; 2025Q4: 5,915 shares 5,915 $673K 0.1% -214 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: not reported; 2025Q3: not reported; 2025Q4: 9,481 shares 9,481 $672K 0.1% new Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,182 shares 15,182 $669K 0.1% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 2,319 shares; 2025Q1: 2,198 shares; 2025Q2: 1,896 shares; 2025Q3: 1,918 shares; 2025Q4: 2,153 shares 2,153 $663K 0.1% +235 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: 2,137 shares; 2024Q4: 1,931 shares; 2025Q1: 1,922 shares; 2025Q2: 792 shares; 2025Q3: 822 shares; 2025Q4: 4,281 shares 4,281 $656K 0.1% +3,459 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: 4,836 shares; 2024Q4: 3,874 shares; 2025Q1: 4,529 shares; 2025Q2: 2,600 shares; 2025Q3: 3,287 shares; 2025Q4: 3,039 shares 3,039 $632K 0.09% -248 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,721 shares; 2025Q3: 6,624 shares; 2025Q4: 7,546 shares 7,546 $617K 0.09% +922 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: 5,828 shares; 2024Q4: 5,121 shares; 2025Q1: 4,079 shares; 2025Q2: 5,006 shares; 2025Q3: 5,816 shares; 2025Q4: 8,649 shares 8,649 $605K 0.09% +2,833 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: 2,194 shares; 2024Q4: 1,845 shares; 2025Q1: 2,496 shares; 2025Q2: 1,564 shares; 2025Q3: 1,664 shares; 2025Q4: 1,281 shares 1,281 $602K 0.09% -383 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,842 shares; 2024Q4: 2,842 shares; 2025Q1: 2,842 shares; 2025Q2: 2,842 shares; 2025Q3: 2,842 shares; 2025Q4: 2,842 shares 2,842 $598K 0.09% 0 Timeline SHLD 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: 8,351 shares; 2025Q4: 9,201 shares 9,201 $596K 0.09% +850 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: not reported; 2025Q3: not reported; 2025Q4: 6,241 shares 6,241 $579K 0.09% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 1,618 shares; 2025Q1: 1,618 shares; 2025Q2: 1,542 shares; 2025Q3: 1,542 shares; 2025Q4: 1,542 shares 1,542 $576K 0.09% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,188 shares; 2025Q3: not reported; 2025Q4: 5,587 shares 5,587 $572K 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: 1,406 shares; 2024Q4: 1,750 shares; 2025Q1: 2,300 shares; 2025Q2: 1,856 shares; 2025Q3: 1,805 shares; 2025Q4: 902 shares 902 $565K 0.08% -903 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: 14,341 shares 14,341 $561K 0.08% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,358 shares; 2024Q4: 21,348 shares; 2025Q1: 21,240 shares; 2025Q2: 21,788 shares; 2025Q3: 20,917 shares; 2025Q4: 20,531 shares 20,531 $559K 0.08% -386 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: 12,276 shares; 2024Q4: 12,290 shares; 2025Q1: 12,517 shares; 2025Q2: 12,522 shares; 2025Q3: 12,776 shares; 2025Q4: 10,463 shares 10,463 $558K 0.08% -2,313 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: 2,323 shares; 2024Q4: 2,293 shares; 2025Q1: 2,494 shares; 2025Q2: 3,175 shares; 2025Q3: 2,968 shares; 2025Q4: 2,968 shares 2,968 $538K 0.08% 0 Timeline SCUS 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: 20,834 shares; 2024Q4: 26,227 shares; 2025Q1: 35,260 shares; 2025Q2: 11,992 shares; 2025Q3: not reported; 2025Q4: 21,293 shares 21,293 $536K 0.08% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,602 shares; 2024Q4: 4,081 shares; 2025Q1: 4,081 shares; 2025Q2: 5,051 shares; 2025Q3: 4,855 shares; 2025Q4: 4,850 shares 4,850 $530K 0.08% -5 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 552 shares; 2025Q1: 350 shares; 2025Q2: 443 shares; 2025Q3: 513 shares; 2025Q4: 5,642 shares 5,642 $529K 0.08% +5,129 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: 6,130 shares; 2024Q4: 4,057 shares; 2025Q1: 4,314 shares; 2025Q2: 4,375 shares; 2025Q3: 4,345 shares; 2025Q4: 5,238 shares 5,238 $523K 0.08% +893 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: not reported; 2025Q3: not reported; 2025Q4: 6,877 shares 6,877 $515K 0.08% 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: 8,749 shares; 2024Q4: 9,228 shares; 2025Q1: 9,249 shares; 2025Q2: 9,648 shares; 2025Q3: 8,063 shares; 2025Q4: 9,322 shares 9,322 $513K 0.08% +1,259 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,693 shares; 2024Q4: 4,693 shares; 2025Q1: 4,693 shares; 2025Q2: 6,696 shares; 2025Q3: 6,734 shares; 2025Q4: 7,354 shares 7,354 $511K 0.08% +620 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: 17,775 shares; 2024Q4: 13,072 shares; 2025Q1: 13,271 shares; 2025Q2: 13,726 shares; 2025Q3: 12,148 shares; 2025Q4: 19,941 shares 19,941 $495K 0.07% +7,793 Timeline IWS 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: 2,902 shares; 2024Q4: 2,852 shares; 2025Q1: 3,105 shares; 2025Q2: 3,760 shares; 2025Q3: 3,497 shares; 2025Q4: 3,497 shares 3,497 $493K 0.07% 0 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: 9,779 shares 9,779 $493K 0.07% new Timeline CSM 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: 7,240 shares; 2024Q4: 6,128 shares; 2025Q1: 6,128 shares; 2025Q2: 6,129 shares; 2025Q3: 6,132 shares; 2025Q4: 6,134 shares 6,134 $489K 0.07% +2 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: 2,791 shares; 2024Q4: 2,842 shares; 2025Q1: 4,239 shares; 2025Q2: 4,357 shares; 2025Q3: 4,952 shares; 2025Q4: 5,052 shares 5,052 $486K 0.07% +100 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: 10,450 shares 10,450 $485K 0.07% new 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: not reported; 2025Q4: 9,601 shares 9,601 $482K 0.07% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,011 shares 5,011 $481K 0.07% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,848 shares; 2024Q4: 1,848 shares; 2025Q1: 1,844 shares; 2025Q2: 1,844 shares; 2025Q3: 1,851 shares; 2025Q4: 1,854 shares 1,854 $481K 0.07% +3 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: 31,108 shares; 2024Q4: 21,777 shares; 2025Q1: 22,418 shares; 2025Q2: 20,024 shares; 2025Q3: 19,951 shares; 2025Q4: 19,560 shares 19,560 $470K 0.07% -391 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: not reported; 2025Q3: not reported; 2025Q4: 6,903 shares 6,903 $467K 0.07% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 2,873 shares; 2025Q1: 2,870 shares; 2025Q2: 2,580 shares; 2025Q3: 2,724 shares; 2025Q4: 2,719 shares 2,719 $465K 0.07% -5 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: 14,078 shares 14,078 $465K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares 1,525 $463K 0.07% 0 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: 22,296 shares 22,296 $462K 0.07% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,034 shares; 2024Q4: 9,292 shares; 2025Q1: 9,661 shares; 2025Q2: 6,972 shares; 2025Q3: 6,975 shares; 2025Q4: 7,169 shares 7,169 $461K 0.07% +194 Timeline BAPR 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: 9,333 shares; 2024Q4: 9,333 shares; 2025Q1: 9,458 shares; 2025Q2: 9,458 shares; 2025Q3: 9,458 shares; 2025Q4: 9,458 shares 9,458 $454K 0.07% 0 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: 719 shares; 2024Q4: 753 shares; 2025Q1: 753 shares; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 753 shares 753 $437K 0.07% 0 Timeline MDYG 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: 6,744 shares; 2024Q4: 6,744 shares; 2025Q1: 5,802 shares; 2025Q2: 5,515 shares; 2025Q3: 5,540 shares; 2025Q4: 4,726 shares 4,726 $437K 0.07% -814 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: not reported; 2025Q3: not reported; 2025Q4: 4,799 shares 4,799 $429K 0.06% new 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: 3,103 shares; 2024Q4: 2,931 shares; 2025Q1: 2,330 shares; 2025Q2: 2,139 shares; 2025Q3: 2,068 shares; 2025Q4: 2,913 shares 2,913 $417K 0.06% +845 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,801 shares 5,801 $416K 0.06% new Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,960 shares; 2024Q4: 6,960 shares; 2025Q1: 5,762 shares; 2025Q2: 5,762 shares; 2025Q3: 5,908 shares; 2025Q4: 4,899 shares 4,899 $415K 0.06% -1,009 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 827 shares; 2025Q4: 827 shares 827 $406K 0.06% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,521 shares; 2024Q4: 7,233 shares; 2025Q1: 7,558 shares; 2025Q2: 8,420 shares; 2025Q3: 8,488 shares; 2025Q4: 8,533 shares 8,533 $400K 0.06% +45 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,885 shares 4,885 $394K 0.06% new Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,771 shares; 2025Q3: 26,420 shares; 2025Q4: 26,420 shares 26,420 $393K 0.06% 0 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: 2,866 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,163 shares; 2025Q3: 4,055 shares; 2025Q4: 4,160 shares 4,160 $392K 0.06% +105 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: 499 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,178 shares 1,178 $389K 0.06% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 762 shares; 2025Q3: 786 shares; 2025Q4: 786 shares 786 $383K 0.06% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,038 shares; 2024Q4: 7,134 shares; 2025Q1: 6,249 shares; 2025Q2: 4,992 shares; 2025Q3: 5,119 shares; 2025Q4: 4,202 shares 4,202 $382K 0.06% -917 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,846 shares; 2025Q4: 7,427 shares 7,427 $378K 0.06% -419 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: 2,426 shares; 2024Q4: 2,002 shares; 2025Q1: 1,783 shares; 2025Q2: 1,481 shares; 2025Q3: 3,861 shares; 2025Q4: 1,734 shares 1,734 $376K 0.06% -2,127 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,671 shares; 2024Q4: 4,671 shares; 2025Q1: 4,671 shares; 2025Q2: 4,671 shares; 2025Q3: 4,671 shares; 2025Q4: 4,671 shares 4,671 $375K 0.06% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,324 shares; 2024Q4: 2,737 shares; 2025Q1: 2,735 shares; 2025Q2: 2,301 shares; 2025Q3: 2,032 shares; 2025Q4: 2,032 shares 2,032 $373K 0.06% 0 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: 3,718 shares; 2024Q4: 3,565 shares; 2025Q1: 2,861 shares; 2025Q2: 2,205 shares; 2025Q3: 2,660 shares; 2025Q4: 2,372 shares 2,372 $364K 0.05% -288 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,120 shares; 2024Q4: 3,973 shares; 2025Q1: 4,067 shares; 2025Q2: 4,038 shares; 2025Q3: 4,157 shares; 2025Q4: 4,719 shares 4,719 $364K 0.05% +562 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,004 shares; 2025Q1: 1,004 shares; 2025Q2: 959 shares; 2025Q3: 934 shares; 2025Q4: 934 shares 934 $363K 0.05% 0 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: 1,277 shares; 2024Q4: 2,235 shares; 2025Q1: 2,242 shares; 2025Q2: 1,592 shares; 2025Q3: 1,617 shares; 2025Q4: 1,890 shares 1,890 $361K 0.05% +273 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,546 shares; 2024Q4: 7,557 shares; 2025Q1: 7,204 shares; 2025Q2: 7,214 shares; 2025Q3: 7,226 shares; 2025Q4: 6,873 shares 6,873 $360K 0.05% -353 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,470 shares; 2024Q4: 4,561 shares; 2025Q1: 3,765 shares; 2025Q2: 2,586 shares; 2025Q3: 2,656 shares; 2025Q4: 3,819 shares 3,819 $360K 0.05% +1,163 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 1,587 shares; 2025Q1: 1,287 shares; 2025Q2: 1,287 shares; 2025Q3: 1,287 shares; 2025Q4: 1,244 shares 1,244 $359K 0.05% -43 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: 4,625 shares; 2025Q1: 5,760 shares; 2025Q2: 3,884 shares; 2025Q3: 3,393 shares; 2025Q4: 2,946 shares 2,946 $354K 0.05% -447 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: 7,755 shares; 2024Q4: 7,755 shares; 2025Q1: 7,755 shares; 2025Q2: 7,755 shares; 2025Q3: 8,149 shares; 2025Q4: 8,149 shares 8,149 $352K 0.05% 0 Timeline PCFI FUNDVANTAGE TR More: the full row for FUNDVANTAGE 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: 14,478 shares 14,478 $342K 0.05% 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: 4,634 shares; 2024Q4: 4,351 shares; 2025Q1: 4,688 shares; 2025Q2: 3,916 shares; 2025Q3: 4,144 shares; 2025Q4: 4,049 shares 4,049 $341K 0.05% -95 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: 880 shares; 2025Q2: 880 shares; 2025Q3: not reported; 2025Q4: 897 shares 897 $332K 0.05% new 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: 5,793 shares; 2024Q4: 4,089 shares; 2025Q1: 3,124 shares; 2025Q2: 4,024 shares; 2025Q3: 5,078 shares; 2025Q4: 7,302 shares 7,302 $326K 0.05% +2,224 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,119 shares; 2024Q4: 7,143 shares; 2025Q1: 6,306 shares; 2025Q2: 6,490 shares; 2025Q3: 6,650 shares; 2025Q4: 7,071 shares 7,071 $326K 0.05% +421 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,166 shares; 2025Q4: 495 shares 495 $324K 0.05% -671 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,312 shares; 2024Q4: 4,278 shares; 2025Q1: 4,228 shares; 2025Q2: 4,146 shares; 2025Q3: 3,378 shares; 2025Q4: 3,306 shares 3,306 $321K 0.05% -72 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: 5,934 shares; 2024Q4: 5,208 shares; 2025Q1: 6,968 shares; 2025Q2: 5,070 shares; 2025Q3: 4,859 shares; 2025Q4: 4,769 shares 4,769 $315K 0.05% -90 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: 4,130 shares; 2025Q2: 4,081 shares; 2025Q3: 3,470 shares; 2025Q4: 3,796 shares 3,796 $308K 0.05% +326 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: 17,994 shares; 2024Q4: 4,877 shares; 2025Q1: 4,896 shares; 2025Q2: 5,212 shares; 2025Q3: 5,230 shares; 2025Q4: 5,230 shares 5,230 $303K 0.05% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,168 shares; 2024Q4: 6,776 shares; 2025Q1: 6,962 shares; 2025Q2: 6,599 shares; 2025Q3: 6,692 shares; 2025Q4: 6,503 shares 6,503 $294K 0.04% -189 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: 6,056 shares 6,056 $281K 0.04% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,310 shares; 2025Q1: 2,310 shares; 2025Q2: 1,740 shares; 2025Q3: 2,996 shares; 2025Q4: 1,746 shares 1,746 $281K 0.04% -1,250 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: 212 shares; 2025Q4: 229 shares 229 $278K 0.04% +17 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest 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: 2,520 shares 2,520 $276K 0.04% new 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: 1,728 shares; 2024Q4: 1,758 shares; 2025Q1: 1,803 shares; 2025Q2: 1,511 shares; 2025Q3: 1,542 shares; 2025Q4: 1,716 shares 1,716 $275K 0.04% +174 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING 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: 26,427 shares 26,427 $271K 0.04% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 2,935 shares; 2025Q1: 2,411 shares; 2025Q2: 2,330 shares; 2025Q3: 2,276 shares; 2025Q4: 2,082 shares 2,082 $265K 0.04% -194 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 966 shares 966 $259K 0.04% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,465 shares; 2024Q4: 156,217 shares; 2025Q1: 157,262 shares; 2025Q2: 10,627 shares; 2025Q3: 10,609 shares; 2025Q4: 10,689 shares 10,689 $253K 0.04% +80 Timeline BSV 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: 3,613 shares; 2024Q4: 3,310 shares; 2025Q1: 3,365 shares; 2025Q2: 3,310 shares; 2025Q3: 3,310 shares; 2025Q4: 3,189 shares 3,189 $251K 0.04% -121 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 434 shares 434 $246K 0.04% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,895 shares; 2024Q4: 4,657 shares; 2025Q1: 4,581 shares; 2025Q2: 4,581 shares; 2025Q3: 4,581 shares; 2025Q4: 4,561 shares 4,561 $246K 0.04% -20 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,598 shares; 2025Q4: 2,437 shares 2,437 $243K 0.04% -161 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: 7,637 shares; 2025Q4: 4,349 shares 4,349 $239K 0.04% -3,288 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: 5,752 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,587 shares; 2025Q4: 1,587 shares 1,587 $236K 0.04% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,497 shares; 2024Q4: 3,399 shares; 2025Q1: 3,414 shares; 2025Q2: 3,027 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $234K 0.03% 0 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: not reported; 2025Q4: 3,954 shares 3,954 $230K 0.03% new 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: not reported; 2025Q3: not reported; 2025Q4: 3,562 shares 3,562 $229K 0.03% new 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: 16,201 shares 16,201 $229K 0.03% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest 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: 1,312 shares; 2025Q4: 893 shares 893 $229K 0.03% -419 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: 36,032 shares; 2024Q4: 36,032 shares; 2025Q1: 36,032 shares; 2025Q2: 36,032 shares; 2025Q3: 36,032 shares; 2025Q4: 36,032 shares 36,032 $227K 0.03% 0 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: 14,232 shares 14,232 $226K 0.03% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,542 shares; 2025Q3: 4,531 shares; 2025Q4: 4,531 shares 4,531 $225K 0.03% 0 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: not reported; 2025Q2: not reported; 2025Q3: 1,567 shares; 2025Q4: 1,756 shares 1,756 $221K 0.03% +189 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: 8,399 shares 8,399 $217K 0.03% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,743 shares; 2025Q4: 1,783 shares 1,783 $217K 0.03% +40 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: 11,281 shares 11,281 $213K 0.03% new Timeline FPX 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: 1,233 shares; 2025Q4: 1,294 shares 1,294 $212K 0.03% +61 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 943 shares 943 $207K 0.03% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 578 shares; 2025Q3: not reported; 2025Q4: 579 shares 579 $207K 0.03% new 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: 16,074 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,569 shares 5,569 $205K 0.03% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,196 shares 1,196 $205K 0.03% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,629 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,871 shares; 2025Q3: 1,861 shares; 2025Q4: 1,787 shares 1,787 $203K 0.03% -74 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,174 shares; 2024Q4: 13,575 shares; 2025Q1: 13,575 shares; 2025Q2: 13,575 shares; 2025Q3: 13,575 shares; 2025Q4: 13,475 shares 13,475 $152K 0.02% -100 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: 11,785 shares; 2024Q4: 12,485 shares; 2025Q1: 12,485 shares; 2025Q2: 12,485 shares; 2025Q3: 12,485 shares; 2025Q4: 12,026 shares 12,026 $129K 0.02% -459 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP 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: 15,430 shares 15,430 $40K 0.01% new Timeline STXS STEREOTAXIS INC More: the full row for STEREOTAXIS 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: 12,665 shares 12,665 $29.1K <0.01% new Timeline