GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,845,528 shares; 2024Q4: 1,518,923 shares; 2025Q1: 1,793,348 shares; 2025Q2: 1,794,798 shares; 2025Q3: 1,792,540 shares; 2025Q4: 1,792,684 shares 1,792,684 $41.7M 9.58% +144 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,266 shares; 2024Q4: 343,107 shares; 2025Q1: 346,799 shares; 2025Q2: 349,745 shares; 2025Q3: 340,826 shares; 2025Q4: 339,081 shares 339,081 $15.1M 3.47% -1,745 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: 25,783 shares; 2024Q4: 25,248 shares; 2025Q1: 19,618 shares; 2025Q2: 25,229 shares; 2025Q3: 23,999 shares; 2025Q4: 24,599 shares 24,599 $11.9M 2.73% +600 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,432 shares; 2024Q4: 43,196 shares; 2025Q1: 43,814 shares; 2025Q2: 46,145 shares; 2025Q3: 45,637 shares; 2025Q4: 41,425 shares 41,425 $11.3M 2.59% -4,212 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: 61,474 shares; 2024Q4: 60,540 shares; 2025Q1: 55,197 shares; 2025Q2: 55,996 shares; 2025Q3: 57,264 shares; 2025Q4: 57,513 shares 57,513 $10.7M 2.46% +249 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 186,976 shares 186,976 $8.21M 1.89% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,103 shares; 2024Q4: 22,408 shares; 2025Q1: 21,970 shares; 2025Q2: 22,327 shares; 2025Q3: 23,288 shares; 2025Q4: 18,499 shares 18,499 $6.4M 1.47% -4,789 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: 10,066 shares; 2024Q4: 10,517 shares; 2025Q1: 10,319 shares; 2025Q2: 10,289 shares; 2025Q3: 10,047 shares; 2025Q4: 10,203 shares 10,203 $6.4M 1.47% +156 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: 23,523 shares; 2024Q4: 23,024 shares; 2025Q1: 22,591 shares; 2025Q2: 22,980 shares; 2025Q3: 19,273 shares; 2025Q4: 18,835 shares 18,835 $6.07M 1.39% -438 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,371 shares; 2024Q4: 351,844 shares; 2025Q1: 356,346 shares; 2025Q2: 349,540 shares; 2025Q3: 346,878 shares; 2025Q4: 344,099 shares 344,099 $6.02M 1.38% -2,779 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: 130,673 shares; 2024Q4: 129,388 shares; 2025Q1: 136,007 shares; 2025Q2: 144,432 shares; 2025Q3: 97,905 shares; 2025Q4: 99,471 shares 99,471 $5.84M 1.34% +1,566 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: 18,147 shares; 2024Q4: 18,319 shares; 2025Q1: 18,265 shares; 2025Q2: 18,684 shares; 2025Q3: 23,414 shares; 2025Q4: 24,027 shares 24,027 $5.55M 1.27% +613 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,854 shares; 2024Q4: 211,638 shares; 2025Q1: 224,633 shares; 2025Q2: 230,900 shares; 2025Q3: 155,027 shares; 2025Q4: 158,054 shares 158,054 $5.48M 1.26% +3,027 Timeline Apple Apple More: the full row for Apple Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,600 shares; 2024Q4: 18,600 shares; 2025Q1: not reported; 2025Q2: 18,600 shares; 2025Q3: 18,600 shares; 2025Q4: 18,600 shares 18,600 $5.06M 1.16% 0 SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,662 shares; 2025Q1: 55,018 shares; 2025Q2: 165,785 shares; 2025Q3: 28,790 shares; 2025Q4: 47,837 shares 47,837 $4.8M 1.1% +19,047 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: 3,949 shares; 2024Q4: 4,458 shares; 2025Q1: 5,078 shares; 2025Q2: 7,054 shares; 2025Q3: 19,640 shares; 2025Q4: 22,345 shares 22,345 $4.62M 1.06% +2,705 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: 4,583 shares; 2024Q4: 4,240 shares; 2025Q1: 4,116 shares; 2025Q2: 4,398 shares; 2025Q3: 22,860 shares; 2025Q4: 25,021 shares 25,021 $4.28M 0.98% +2,161 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,474 shares; 2024Q4: 25,170 shares; 2025Q1: 23,999 shares; 2025Q2: 26,151 shares; 2025Q3: 16,339 shares; 2025Q4: 40,826 shares 40,826 $4.11M 0.94% +24,487 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: 4,953 shares; 2025Q3: 59,090 shares; 2025Q4: 40,015 shares 40,015 $4M 0.92% -19,075 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: 9,044 shares; 2024Q4: 8,306 shares; 2025Q1: 8,292 shares; 2025Q2: 23,004 shares; 2025Q3: 17,725 shares; 2025Q4: 17,246 shares 17,246 $3.94M 0.9% -479 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: 10,594 shares; 2024Q4: 9,611 shares; 2025Q1: 9,534 shares; 2025Q2: 15,845 shares; 2025Q3: 47,939 shares; 2025Q4: 50,502 shares 50,502 $3.89M 0.89% +2,563 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: 46,870 shares; 2024Q4: 43,773 shares; 2025Q1: 43,892 shares; 2025Q2: 44,002 shares; 2025Q3: 33,578 shares; 2025Q4: 34,809 shares 34,809 $3.89M 0.89% +1,231 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,522 shares; 2024Q4: 13,552 shares; 2025Q1: 2,061 shares; 2025Q2: 13,419 shares; 2025Q3: 14,311 shares; 2025Q4: 14,602 shares 14,602 $3.87M 0.89% +291 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: 7,919 shares; 2024Q4: 9,796 shares; 2025Q1: 7,376 shares; 2025Q2: 7,261 shares; 2025Q3: 9,286 shares; 2025Q4: 21,648 shares 21,648 $3.85M 0.88% +12,362 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 129,742 shares 129,742 $3.74M 0.86% new Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 916 shares; 2025Q1: not reported; 2025Q2: 1,258 shares; 2025Q3: 16,525 shares; 2025Q4: 18,241 shares 18,241 $3.74M 0.86% +1,716 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: 4,204 shares; 2025Q1: 4,590 shares; 2025Q2: 5,571 shares; 2025Q3: 6,100 shares; 2025Q4: 9,182 shares 9,182 $3.64M 0.84% +3,082 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: 934 shares; 2024Q4: 988 shares; 2025Q1: 1,224 shares; 2025Q2: 1,273 shares; 2025Q3: 9,029 shares; 2025Q4: 9,706 shares 9,706 $3.59M 0.82% +677 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,219 shares; 2024Q4: 12,028 shares; 2025Q1: 12,108 shares; 2025Q2: 12,406 shares; 2025Q3: 10,370 shares; 2025Q4: 11,189 shares 11,189 $3.56M 0.82% +819 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,431 shares; 2025Q2: 5,033 shares; 2025Q3: 28,421 shares; 2025Q4: 26,840 shares 26,840 $3.43M 0.79% -1,581 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,541 shares; 2024Q4: 58,403 shares; 2025Q1: 60,683 shares; 2025Q2: 62,312 shares; 2025Q3: 57,078 shares; 2025Q4: 58,506 shares 58,506 $3.37M 0.77% +1,428 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,707 shares; 2025Q2: 4,268 shares; 2025Q3: 22,532 shares; 2025Q4: 26,705 shares 26,705 $3.28M 0.75% +4,173 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 3,235 shares; 2025Q1: 3,395 shares; 2025Q2: 3,499 shares; 2025Q3: 3,527 shares; 2025Q4: 4,729 shares 4,729 $3.12M 0.72% +1,202 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,413 shares 38,413 $3.04M 0.7% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 1,879 shares; 2025Q1: 1,829 shares; 2025Q2: 1,710 shares; 2025Q3: 12,506 shares; 2025Q4: 13,621 shares 13,621 $2.97M 0.68% +1,115 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: 105,553 shares; 2024Q4: 104,564 shares; 2025Q1: 109,176 shares; 2025Q2: 106,540 shares; 2025Q3: 75,542 shares; 2025Q4: 72,586 shares 72,586 $2.96M 0.68% -2,956 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,633 shares; 2025Q4: 16,183 shares 16,183 $2.92M 0.67% +1,550 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,445 shares; 2024Q4: 64,579 shares; 2025Q1: 66,324 shares; 2025Q2: 65,712 shares; 2025Q3: 39,189 shares; 2025Q4: 38,666 shares 38,666 $2.9M 0.67% -523 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,381 shares 21,381 $2.89M 0.66% new 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: 1,283 shares; 2024Q4: 1,265 shares; 2025Q1: 2,390 shares; 2025Q2: 2,496 shares; 2025Q3: 4,960 shares; 2025Q4: 5,749 shares 5,749 $2.89M 0.66% +789 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: 6,550 shares; 2024Q4: 6,289 shares; 2025Q1: 7,512 shares; 2025Q2: 9,236 shares; 2025Q3: 7,254 shares; 2025Q4: 9,141 shares 9,141 $2.86M 0.66% +1,887 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,373 shares; 2025Q2: 9,554 shares; 2025Q3: 84,596 shares; 2025Q4: 95,491 shares 95,491 $2.85M 0.66% +10,895 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,509 shares; 2024Q4: 65,671 shares; 2025Q1: 58,125 shares; 2025Q2: 58,668 shares; 2025Q3: 57,162 shares; 2025Q4: 55,817 shares 55,817 $2.83M 0.65% -1,345 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: 74,169 shares; 2024Q4: 76,556 shares; 2025Q1: 79,731 shares; 2025Q2: 79,912 shares; 2025Q3: 56,781 shares; 2025Q4: 57,863 shares 57,863 $2.75M 0.63% +1,082 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 880 shares; 2025Q1: 825 shares; 2025Q2: 881 shares; 2025Q3: 10,150 shares; 2025Q4: 10,945 shares 10,945 $2.71M 0.62% +795 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,347 shares; 2024Q4: 18,676 shares; 2025Q1: 19,461 shares; 2025Q2: 19,419 shares; 2025Q3: 15,852 shares; 2025Q4: 16,633 shares 16,633 $2.71M 0.62% +781 Timeline QDPL 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: 73,305 shares; 2024Q4: 70,580 shares; 2025Q1: 71,946 shares; 2025Q2: 75,928 shares; 2025Q3: 60,764 shares; 2025Q4: 63,026 shares 63,026 $2.69M 0.62% +2,262 Timeline INSM INSMED INC More: the full row for INSMED 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: 17,619 shares; 2025Q4: 15,418 shares 15,418 $2.68M 0.62% -2,201 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest 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: 53,510 shares; 2025Q4: 47,870 shares 47,870 $2.65M 0.61% -5,640 Timeline FTGS 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: 157,374 shares; 2024Q4: 154,956 shares; 2025Q1: 159,410 shares; 2025Q2: 153,141 shares; 2025Q3: 74,475 shares; 2025Q4: 75,039 shares 75,039 $2.65M 0.61% +564 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: 553 shares; 2024Q4: 1,723 shares; 2025Q1: 1,407 shares; 2025Q2: 1,034 shares; 2025Q3: 2,592 shares; 2025Q4: 4,314 shares 4,314 $2.65M 0.61% +1,722 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,573 shares; 2024Q4: 8,675 shares; 2025Q1: 8,884 shares; 2025Q2: 8,877 shares; 2025Q3: 7,438 shares; 2025Q4: 7,468 shares 7,468 $2.63M 0.6% +30 Timeline EOG EOG RES INC More: the full row for EOG RES 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: 21,997 shares; 2025Q4: 24,712 shares 24,712 $2.59M 0.6% +2,715 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,062 shares; 2024Q4: 10,088 shares; 2025Q1: 10,603 shares; 2025Q2: 10,675 shares; 2025Q3: 8,224 shares; 2025Q4: 8,288 shares 8,288 $2.59M 0.6% +64 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: not reported; 2024Q4: 4,217 shares; 2025Q1: 5,763 shares; 2025Q2: not reported; 2025Q3: 39,486 shares; 2025Q4: 43,883 shares 43,883 $2.58M 0.59% +4,397 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: 13,892 shares; 2025Q4: 15,910 shares 15,910 $2.53M 0.58% +2,018 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,160 shares; 2024Q4: 32,330 shares; 2025Q1: 33,639 shares; 2025Q2: 33,157 shares; 2025Q3: 20,992 shares; 2025Q4: 20,575 shares 20,575 $2.47M 0.57% -417 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: 4,778 shares; 2024Q4: 5,604 shares; 2025Q1: 5,254 shares; 2025Q2: 5,169 shares; 2025Q3: 5,142 shares; 2025Q4: 5,135 shares 5,135 $2.43M 0.56% -7 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,597 shares; 2025Q3: 133,747 shares; 2025Q4: 140,446 shares 140,446 $2.42M 0.56% +6,699 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,727 shares; 2024Q4: 10,572 shares; 2025Q1: 11,130 shares; 2025Q2: 10,818 shares; 2025Q3: 9,018 shares; 2025Q4: 8,892 shares 8,892 $2.41M 0.55% -126 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,438 shares; 2025Q3: 11,599 shares; 2025Q4: 12,225 shares 12,225 $2.41M 0.55% +626 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: 62,509 shares; 2024Q4: 65,181 shares; 2025Q1: 68,346 shares; 2025Q2: 69,047 shares; 2025Q3: 36,653 shares; 2025Q4: 36,747 shares 36,747 $2.37M 0.54% +94 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: 61,579 shares; 2024Q4: 60,669 shares; 2025Q1: 64,281 shares; 2025Q2: 64,506 shares; 2025Q3: 31,044 shares; 2025Q4: 31,335 shares 31,335 $2.35M 0.54% +291 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: 33,624 shares; 2024Q4: 33,751 shares; 2025Q1: 35,327 shares; 2025Q2: 35,256 shares; 2025Q3: 28,898 shares; 2025Q4: 28,939 shares 28,939 $2.32M 0.53% +41 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 2,627 shares; 2025Q1: 2,640 shares; 2025Q2: 2,480 shares; 2025Q3: 2,681 shares; 2025Q4: 2,154 shares 2,154 $2.31M 0.53% -527 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,630 shares; 2024Q4: 7,732 shares; 2025Q1: 7,725 shares; 2025Q2: 7,796 shares; 2025Q3: 5,948 shares; 2025Q4: 5,939 shares 5,939 $2.28M 0.52% -9 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,136 shares; 2024Q4: 7,784 shares; 2025Q1: 8,668 shares; 2025Q2: 8,875 shares; 2025Q3: 7,840 shares; 2025Q4: 8,286 shares 8,286 $2.26M 0.52% +446 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,007 shares; 2025Q4: 23,196 shares 23,196 $2.23M 0.51% +13,189 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: 21,119 shares; 2024Q4: 20,877 shares; 2025Q1: 20,099 shares; 2025Q2: 19,753 shares; 2025Q3: 21,368 shares; 2025Q4: 21,417 shares 21,417 $2.14M 0.49% +49 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: 5,979 shares; 2024Q4: 5,860 shares; 2025Q1: 4,746 shares; 2025Q2: 6,317 shares; 2025Q3: 5,927 shares; 2025Q4: 6,032 shares 6,032 $2.08M 0.48% +105 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: 8,764 shares; 2024Q4: 9,000 shares; 2025Q1: 9,970 shares; 2025Q2: 10,055 shares; 2025Q3: 8,452 shares; 2025Q4: 8,687 shares 8,687 $2.01M 0.46% +235 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN 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: not reported; 2025Q3: not reported; 2025Q4: 27,264 shares 27,264 $1.99M 0.46% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,396 shares; 2025Q4: 4,999 shares 4,999 $1.99M 0.46% -397 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,240 shares; 2024Q4: 2,415 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,542 shares; 2025Q4: 17,098 shares 17,098 $1.97M 0.45% +10,556 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,859 shares 10,859 $1.88M 0.43% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,019 shares; 2024Q4: 58,429 shares; 2025Q1: 64,949 shares; 2025Q2: 65,902 shares; 2025Q3: 46,003 shares; 2025Q4: 47,376 shares 47,376 $1.74M 0.4% +1,373 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: 766 shares; 2024Q4: 776 shares; 2025Q1: 775 shares; 2025Q2: 905 shares; 2025Q3: 850 shares; 2025Q4: 18,002 shares 18,002 $1.69M 0.39% +17,152 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: 112,977 shares 112,977 $1.6M 0.37% new 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: 4,677 shares; 2024Q4: 5,032 shares; 2025Q1: 5,102 shares; 2025Q2: 5,100 shares; 2025Q3: 5,095 shares; 2025Q4: 4,722 shares 4,722 $1.48M 0.34% -373 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: 5,651 shares; 2024Q4: 5,846 shares; 2025Q1: 6,572 shares; 2025Q2: 6,856 shares; 2025Q3: 5,641 shares; 2025Q4: 5,963 shares 5,963 $1.47M 0.34% +322 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,876 shares; 2024Q4: 42,568 shares; 2025Q1: 42,979 shares; 2025Q2: 38,465 shares; 2025Q3: 22,559 shares; 2025Q4: 21,689 shares 21,689 $1.47M 0.34% -870 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: 6,833 shares; 2024Q4: 6,928 shares; 2025Q1: 6,976 shares; 2025Q2: 6,902 shares; 2025Q3: 6,904 shares; 2025Q4: 6,906 shares 6,906 $1.45M 0.33% +2 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: 5,130 shares; 2024Q4: 4,937 shares; 2025Q1: 4,906 shares; 2025Q2: 4,903 shares; 2025Q3: 4,400 shares; 2025Q4: 4,649 shares 4,649 $1.38M 0.32% +249 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: 3,541 shares; 2024Q4: 3,531 shares; 2025Q1: 2,988 shares; 2025Q2: 3,159 shares; 2025Q3: 4,481 shares; 2025Q4: 4,094 shares 4,094 $1.37M 0.32% -387 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: 10,330 shares; 2024Q4: 10,525 shares; 2025Q1: 10,069 shares; 2025Q2: 10,444 shares; 2025Q3: 10,151 shares; 2025Q4: 9,555 shares 9,555 $1.37M 0.31% -596 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: 2,387 shares; 2024Q4: 2,323 shares; 2025Q1: 1,575 shares; 2025Q2: 3,782 shares; 2025Q3: 3,221 shares; 2025Q4: 2,955 shares 2,955 $1.33M 0.31% -266 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: 15,211 shares; 2024Q4: 45,861 shares; 2025Q1: 53,705 shares; 2025Q2: 55,672 shares; 2025Q3: 47,494 shares; 2025Q4: 48,445 shares 48,445 $1.33M 0.31% +951 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,105 shares; 2025Q4: 13,437 shares 13,437 $1.17M 0.27% +8,332 Timeline FIXD 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: 35,130 shares; 2024Q4: 33,117 shares; 2025Q1: 31,999 shares; 2025Q2: 32,038 shares; 2025Q3: 29,571 shares; 2025Q4: 26,303 shares 26,303 $1.17M 0.27% -3,268 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,965 shares; 2024Q4: 5,595 shares; 2025Q1: not reported; 2025Q2: 2,815 shares; 2025Q3: 2,815 shares; 2025Q4: 6,303 shares 6,303 $1.16M 0.27% +3,488 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: 1,740 shares; 2024Q4: 2,226 shares; 2025Q1: 4,738 shares; 2025Q2: 5,986 shares; 2025Q3: 6,179 shares; 2025Q4: 6,332 shares 6,332 $1.16M 0.27% +153 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: 3,710 shares; 2025Q1: 3,246 shares; 2025Q2: 3,083 shares; 2025Q3: 4,600 shares; 2025Q4: 4,577 shares 4,577 $1.16M 0.27% -23 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: 3,943 shares; 2024Q4: 4,482 shares; 2025Q1: 4,255 shares; 2025Q2: 7,117 shares; 2025Q3: 7,373 shares; 2025Q4: 7,483 shares 7,483 $1.15M 0.26% +110 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,620 shares; 2024Q4: 8,241 shares; 2025Q1: 7,290 shares; 2025Q2: 7,290 shares; 2025Q3: 7,140 shares; 2025Q4: 7,140 shares 7,140 $1.15M 0.26% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,010 shares; 2024Q4: 2,330 shares; 2025Q1: 2,271 shares; 2025Q2: 2,534 shares; 2025Q3: 2,201 shares; 2025Q4: 1,955 shares 1,955 $1.12M 0.26% -246 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: 9,680 shares; 2024Q4: 9,345 shares; 2025Q1: 8,695 shares; 2025Q2: 8,507 shares; 2025Q3: 8,858 shares; 2025Q4: 8,806 shares 8,806 $1.1M 0.25% -52 Timeline TFIN TRIUMPH FINANCIAL INC More: the full row for TRIUMPH FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 15,100 shares; 2025Q4: 17,600 shares 17,600 $1.1M 0.25% +2,500 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 1,832 shares; 2025Q1: 1,464 shares; 2025Q2: 1,248 shares; 2025Q3: 1,319 shares; 2025Q4: 1,254 shares 1,254 $1.1M 0.25% -65 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: 3,725 shares; 2025Q2: 3,406 shares; 2025Q3: 3,175 shares; 2025Q4: 6,319 shares 6,319 $1.08M 0.25% +3,144 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,204 shares; 2024Q4: 3,332 shares; 2025Q1: 3,727 shares; 2025Q2: 3,404 shares; 2025Q3: 3,781 shares; 2025Q4: 3,536 shares 3,536 $1.08M 0.25% -245 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: 2,200 shares; 2024Q4: 1,677 shares; 2025Q1: 1,623 shares; 2025Q2: 1,465 shares; 2025Q3: 2,460 shares; 2025Q4: 1,535 shares 1,535 $1.05M 0.24% -925 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,711 shares; 2024Q4: 6,333 shares; 2025Q1: not reported; 2025Q2: 3,722 shares; 2025Q3: 4,914 shares; 2025Q4: 3,733 shares 3,733 $1.04M 0.24% -1,181 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,622 shares; 2025Q1: 11,693 shares; 2025Q2: 17,889 shares; 2025Q3: 18,894 shares; 2025Q4: 22,125 shares 22,125 $1.03M 0.24% +3,231 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: 11,018 shares; 2024Q4: 11,398 shares; 2025Q1: 11,169 shares; 2025Q2: 15,940 shares; 2025Q3: 14,817 shares; 2025Q4: 14,598 shares 14,598 $1.02M 0.23% -219 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 2,812 shares; 2025Q1: 2,666 shares; 2025Q2: 2,627 shares; 2025Q3: 2,769 shares; 2025Q4: 2,870 shares 2,870 $1.01M 0.23% +101 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: 147,657 shares; 2024Q4: 143,698 shares; 2025Q1: 154,089 shares; 2025Q2: 154,777 shares; 2025Q3: 157,364 shares; 2025Q4: 158,129 shares 158,129 $996K 0.23% +765 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: 8,954 shares; 2024Q4: 7,953 shares; 2025Q1: 6,907 shares; 2025Q2: 6,260 shares; 2025Q3: 6,303 shares; 2025Q4: 6,419 shares 6,419 $978K 0.22% +116 Timeline FTCS 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: 11,775 shares; 2024Q4: 11,685 shares; 2025Q1: 11,023 shares; 2025Q2: 11,253 shares; 2025Q3: 9,893 shares; 2025Q4: 10,368 shares 10,368 $959K 0.22% +475 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: 43,385 shares; 2024Q4: 41,335 shares; 2025Q1: 41,314 shares; 2025Q2: 5,358 shares; 2025Q3: 7,452 shares; 2025Q4: 8,929 shares 8,929 $947K 0.22% +1,477 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,314 shares; 2025Q1: 13,985 shares; 2025Q2: 16,403 shares; 2025Q3: 22,765 shares; 2025Q4: 18,687 shares 18,687 $928K 0.21% -4,078 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: 11,996 shares; 2024Q4: 10,927 shares; 2025Q1: 9,990 shares; 2025Q2: 10,163 shares; 2025Q3: 9,996 shares; 2025Q4: 10,326 shares 10,326 $924K 0.21% +330 Timeline UNIY 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: 7,028 shares; 2025Q1: 10,833 shares; 2025Q2: 16,890 shares; 2025Q3: 17,657 shares; 2025Q4: 18,420 shares 18,420 $904K 0.21% +763 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,705 shares; 2024Q4: 17,135 shares; 2025Q1: 17,935 shares; 2025Q2: 19,279 shares; 2025Q3: 20,578 shares; 2025Q4: 23,433 shares 23,433 $899K 0.21% +2,855 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: 3,370 shares; 2024Q4: 3,296 shares; 2025Q1: 3,289 shares; 2025Q2: 3,554 shares; 2025Q3: 2,920 shares; 2025Q4: 2,914 shares 2,914 $899K 0.21% -6 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,037 shares; 2025Q4: 24,056 shares 24,056 $888K 0.2% +14,019 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 3,154 shares; 2025Q1: 6,543 shares; 2025Q2: 7,446 shares; 2025Q3: 7,642 shares; 2025Q4: 7,486 shares 7,486 $877K 0.2% -156 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: 2,758 shares; 2024Q4: 2,494 shares; 2025Q1: 2,166 shares; 2025Q2: 2,042 shares; 2025Q3: 2,603 shares; 2025Q4: 4,048 shares 4,048 $867K 0.2% +1,445 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: 1,124 shares; 2024Q4: 1,048 shares; 2025Q1: 1,046 shares; 2025Q2: 1,061 shares; 2025Q3: 1,069 shares; 2025Q4: 1,249 shares 1,249 $855K 0.2% +180 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,316 shares; 2024Q4: 8,406 shares; 2025Q1: 10,728 shares; 2025Q2: 10,115 shares; 2025Q3: 9,855 shares; 2025Q4: 9,123 shares 9,123 $834K 0.19% -732 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: 8,392 shares; 2024Q4: 8,289 shares; 2025Q1: 7,715 shares; 2025Q2: 8,314 shares; 2025Q3: 7,901 shares; 2025Q4: 8,216 shares 8,216 $795K 0.18% +315 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: 8,396 shares; 2024Q4: 8,250 shares; 2025Q1: 8,125 shares; 2025Q2: 8,417 shares; 2025Q3: 8,429 shares; 2025Q4: 8,441 shares 8,441 $795K 0.18% +12 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: 5,182 shares; 2024Q4: 4,200 shares; 2025Q1: 3,623 shares; 2025Q2: 3,409 shares; 2025Q3: 1,836 shares; 2025Q4: 4,069 shares 4,069 $793K 0.18% +2,233 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,300 shares; 2025Q1: 10,300 shares; 2025Q2: 10,300 shares; 2025Q3: 10,335 shares; 2025Q4: 10,370 shares 10,370 $787K 0.18% +35 Timeline QTPI EXCHANGE PLACE ADVISORS TRUS More: the full row for EXCHANGE PLACE ADVISORS TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,543 shares; 2025Q4: 30,265 shares 30,265 $778K 0.18% +8,722 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: 2,931 shares; 2024Q4: 3,011 shares; 2025Q1: 2,205 shares; 2025Q2: 2,187 shares; 2025Q3: 2,765 shares; 2025Q4: 2,355 shares 2,355 $777K 0.18% -410 Timeline Alcoa Alcoa More: the full row for Alcoa Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: not reported; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares 3,750 $769K 0.18% 0 CRMD CORMEDIX INC More: the full row for CORMEDIX 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: 33,000 shares; 2025Q4: 66,000 shares 66,000 $768K 0.18% +33,000 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,952 shares; 2025Q4: 56,647 shares 56,647 $751K 0.17% +34,695 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,339 shares; 2025Q1: 4,170 shares; 2025Q2: 4,181 shares; 2025Q3: 8,215 shares; 2025Q4: 8,035 shares 8,035 $749K 0.17% -180 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,428 shares; 2024Q4: 11,294 shares; 2025Q1: 11,335 shares; 2025Q2: 11,227 shares; 2025Q3: 11,200 shares; 2025Q4: 11,719 shares 11,719 $732K 0.17% +519 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,555 shares 2,555 $730K 0.17% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,116 shares 3,116 $729K 0.17% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 616 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 758 shares; 2025Q4: 768 shares 768 $717K 0.16% +10 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,906 shares; 2024Q4: 7,841 shares; 2025Q1: 7,542 shares; 2025Q2: 7,268 shares; 2025Q3: 9,078 shares; 2025Q4: 8,539 shares 8,539 $707K 0.16% -539 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,737 shares; 2025Q4: 10,889 shares 10,889 $701K 0.16% +3,152 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,996 shares; 2025Q4: 9,483 shares 9,483 $689K 0.16% +1,487 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,435 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,803 shares; 2025Q4: 1,858 shares 1,858 $685K 0.16% -945 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,968 shares; 2024Q4: 10,356 shares; 2025Q1: 10,355 shares; 2025Q2: 10,387 shares; 2025Q3: 10,438 shares; 2025Q4: 12,801 shares 12,801 $644K 0.15% +2,363 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 856 shares; 2025Q1: 2,016 shares; 2025Q2: 1,618 shares; 2025Q3: 1,699 shares; 2025Q4: 1,714 shares 1,714 $640K 0.15% +15 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,715 shares 3,715 $640K 0.15% new Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,079 shares 29,079 $631K 0.14% new Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 41,063 shares; 2025Q4: 7,177 shares 7,177 $612K 0.14% -33,886 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 3,154 shares 3,154 $610K 0.14% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,292 shares; 2025Q4: 3,311 shares 3,311 $610K 0.14% +1,019 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,604 shares 7,604 $606K 0.14% new Timeline PSEP 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: 212,930 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 209,679 shares; 2025Q4: 13,853 shares 13,853 $606K 0.14% -195,826 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,100 shares 5,100 $599K 0.14% +100 Timeline CLIP 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: 5,784 shares; 2025Q2: 5,845 shares; 2025Q3: 5,907 shares; 2025Q4: 5,967 shares 5,967 $599K 0.14% +60 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: 4,221 shares; 2024Q4: 4,047 shares; 2025Q1: 2,888 shares; 2025Q2: 3,012 shares; 2025Q3: 3,019 shares; 2025Q4: 2,856 shares 2,856 $596K 0.14% -163 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,290 shares 26,290 $595K 0.14% new Timeline SSO 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: 5,200 shares; 2024Q4: 5,188 shares; 2025Q1: 5,188 shares; 2025Q2: 5,188 shares; 2025Q3: 5,188 shares; 2025Q4: 10,111 shares 10,111 $586K 0.13% +4,923 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,887 shares; 2024Q4: 7,670 shares; 2025Q1: 7,518 shares; 2025Q2: 7,432 shares; 2025Q3: 7,385 shares; 2025Q4: 7,115 shares 7,115 $575K 0.13% -270 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,050 shares; 2024Q4: 44,853 shares; 2025Q1: 40,603 shares; 2025Q2: 41,194 shares; 2025Q3: 39,128 shares; 2025Q4: 38,702 shares 38,702 $573K 0.13% -426 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: 10,360 shares; 2024Q4: 8,782 shares; 2025Q1: 8,200 shares; 2025Q2: 7,428 shares; 2025Q3: 9,236 shares; 2025Q4: 9,229 shares 9,229 $561K 0.13% -7 Timeline PFFV 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: 10,099 shares; 2024Q4: 23,854 shares; 2025Q1: 24,965 shares; 2025Q2: 28,325 shares; 2025Q3: 24,699 shares; 2025Q4: 25,197 shares 25,197 $561K 0.13% +498 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,030 shares; 2025Q1: not reported; 2025Q2: 2,834 shares; 2025Q3: 5,399 shares; 2025Q4: 4,912 shares 4,912 $556K 0.13% -487 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,385 shares; 2024Q4: 22,962 shares; 2025Q1: 21,254 shares; 2025Q2: 22,264 shares; 2025Q3: 28,307 shares; 2025Q4: 28,867 shares 28,867 $555K 0.13% +560 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE 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: not reported; 2025Q3: not reported; 2025Q4: 984 shares 984 $553K 0.13% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,318 shares; 2025Q2: 3,374 shares; 2025Q3: 3,509 shares; 2025Q4: 3,194 shares 3,194 $541K 0.12% -315 Timeline W WAYFAIR INC More: the full row for WAYFAIR 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: 5,410 shares; 2025Q4: 5,379 shares 5,379 $540K 0.12% -31 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: not reported; 2024Q4: 4,381 shares; 2025Q1: 9,063 shares; 2025Q2: 7,082 shares; 2025Q3: 7,500 shares; 2025Q4: 7,600 shares 7,600 $528K 0.12% +100 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: 6,564 shares; 2024Q4: 5,693 shares; 2025Q1: 5,450 shares; 2025Q2: 13,888 shares; 2025Q3: 10,198 shares; 2025Q4: 9,566 shares 9,566 $526K 0.12% -632 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,322 shares; 2024Q4: 11,340 shares; 2025Q1: 9,180 shares; 2025Q2: 9,741 shares; 2025Q3: 19,112 shares; 2025Q4: 20,541 shares 20,541 $510K 0.12% +1,429 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: 1,638 shares; 2024Q4: 1,599 shares; 2025Q1: 1,487 shares; 2025Q2: 1,411 shares; 2025Q3: 1,522 shares; 2025Q4: 1,554 shares 1,554 $509K 0.12% +32 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,469 shares 6,469 $503K 0.12% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,080 shares; 2024Q4: 8,705 shares; 2025Q1: 5,719 shares; 2025Q2: 8,083 shares; 2025Q3: 8,066 shares; 2025Q4: 8,181 shares 8,181 $492K 0.11% +115 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: 978 shares; 2024Q4: 979 shares; 2025Q1: 943 shares; 2025Q2: 939 shares; 2025Q3: 925 shares; 2025Q4: 932 shares 932 $487K 0.11% +7 Timeline FV 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: 8,383 shares; 2024Q4: 8,224 shares; 2025Q1: 7,474 shares; 2025Q2: 7,213 shares; 2025Q3: 6,703 shares; 2025Q4: 7,513 shares 7,513 $473K 0.11% +810 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,337 shares; 2025Q4: 5,592 shares 5,592 $467K 0.11% +1,255 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: 4,097 shares; 2024Q4: 3,945 shares; 2025Q1: 3,553 shares; 2025Q2: 3,614 shares; 2025Q3: 3,508 shares; 2025Q4: 3,826 shares 3,826 $460K 0.11% +318 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,438 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,803 shares; 2025Q4: 17,466 shares 17,466 $457K 0.1% +2,663 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,777 shares; 2025Q3: 1,394 shares; 2025Q4: 1,401 shares 1,401 $454K 0.1% +7 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,340 shares; 2025Q4: 8,899 shares 8,899 $450K 0.1% +2,559 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,581 shares; 2025Q4: 1,819 shares 1,819 $448K 0.1% +238 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,587 shares; 2025Q1: 3,588 shares; 2025Q2: 4,102 shares; 2025Q3: 4,180 shares; 2025Q4: 4,761 shares 4,761 $446K 0.1% +581 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: 4,351 shares; 2024Q4: 4,262 shares; 2025Q1: 3,894 shares; 2025Q2: 3,990 shares; 2025Q3: 3,885 shares; 2025Q4: 3,603 shares 3,603 $434K 0.1% -282 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,204 shares; 2025Q4: 4,834 shares 4,834 $423K 0.1% -1,370 Timeline IEI 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: 2,682 shares; 2025Q4: 3,532 shares 3,532 $422K 0.1% +850 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: 593 shares; 2024Q4: 587 shares; 2025Q1: 572 shares; 2025Q2: 583 shares; 2025Q3: 680 shares; 2025Q4: 714 shares 714 $408K 0.09% +34 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE 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: 39,112 shares 39,112 $408K 0.09% new Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,328 shares; 2025Q3: 11,328 shares; 2025Q4: 11,328 shares 11,328 $404K 0.09% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 1,749 shares; 2025Q1: 1,675 shares; 2025Q2: 2,076 shares; 2025Q3: 1,682 shares; 2025Q4: 1,570 shares 1,570 $403K 0.09% -112 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,329 shares; 2024Q4: 9,845 shares; 2025Q1: 7,822 shares; 2025Q2: 7,123 shares; 2025Q3: 8,576 shares; 2025Q4: 8,644 shares 8,644 $386K 0.09% +68 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 2,061 shares; 2025Q1: 2,017 shares; 2025Q2: 2,016 shares; 2025Q3: 1,927 shares; 2025Q4: 1,842 shares 1,842 $385K 0.09% -85 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 839 shares; 2025Q2: 833 shares; 2025Q3: 1,062 shares; 2025Q4: 977 shares 977 $380K 0.09% -85 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,481 shares; 2025Q3: 4,349 shares; 2025Q4: 4,085 shares 4,085 $376K 0.09% -264 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: not reported; 2025Q1: 1,236 shares; 2025Q2: 3,022 shares; 2025Q3: 1,286 shares; 2025Q4: 2,303 shares 2,303 $373K 0.09% +1,017 Timeline ADPV SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 7,887 shares; 2025Q2: not reported; 2025Q3: 7,884 shares; 2025Q4: 8,700 shares 8,700 $373K 0.09% +816 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: 297 shares; 2025Q4: 305 shares 305 $371K 0.09% +8 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,010 shares; 2025Q1: 10,849 shares; 2025Q2: 9,205 shares; 2025Q3: 8,126 shares; 2025Q4: 7,936 shares 7,936 $361K 0.08% -190 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT 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: 8,012 shares 8,012 $353K 0.08% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,604 shares; 2024Q4: 2,274 shares; 2025Q1: 2,175 shares; 2025Q2: 2,159 shares; 2025Q3: 1,801 shares; 2025Q4: 1,740 shares 1,740 $353K 0.08% -61 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,703 shares; 2025Q3: 6,911 shares; 2025Q4: 7,525 shares 7,525 $344K 0.08% +614 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: 1,562 shares; 2024Q4: 1,519 shares; 2025Q1: 1,064 shares; 2025Q2: 1,077 shares; 2025Q3: 1,352 shares; 2025Q4: 1,282 shares 1,282 $344K 0.08% -70 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: 838 shares; 2024Q4: 835 shares; 2025Q1: 814 shares; 2025Q2: 1,592 shares; 2025Q3: 4,726 shares; 2025Q4: 524 shares 524 $342K 0.08% -4,202 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,903 shares; 2024Q4: 8,299 shares; 2025Q1: 8,081 shares; 2025Q2: 7,843 shares; 2025Q3: 7,903 shares; 2025Q4: 7,263 shares 7,263 $342K 0.08% -640 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,725 shares; 2024Q4: 4,500 shares; 2025Q1: 4,564 shares; 2025Q2: 4,475 shares; 2025Q3: 4,565 shares; 2025Q4: 5,179 shares 5,179 $342K 0.08% +614 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 596 shares; 2025Q1: 396 shares; 2025Q2: 440 shares; 2025Q3: 419 shares; 2025Q4: 315 shares 315 $337K 0.08% -104 Timeline LMBS 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: 6,356 shares; 2024Q4: 6,842 shares; 2025Q1: 6,789 shares; 2025Q2: 6,683 shares; 2025Q3: 6,971 shares; 2025Q4: 6,733 shares 6,733 $337K 0.08% -238 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK 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: 5,887 shares; 2025Q2: 5,887 shares; 2025Q3: 5,887 shares; 2025Q4: 6,887 shares 6,887 $331K 0.08% +1,000 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 2,374 shares; 2025Q1: 2,372 shares; 2025Q2: 2,377 shares; 2025Q3: 2,381 shares; 2025Q4: 2,369 shares 2,369 $330K 0.08% -12 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,093 shares; 2025Q1: 1,095 shares; 2025Q2: 1,095 shares; 2025Q3: 1,113 shares; 2025Q4: 1,136 shares 1,136 $330K 0.08% +23 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,142 shares; 2025Q4: 4,165 shares 4,165 $322K 0.07% +1,023 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares 1,030 $318K 0.07% 0 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: 4,558 shares; 2024Q4: 4,369 shares; 2025Q1: 4,369 shares; 2025Q2: 4,501 shares; 2025Q3: 4,786 shares; 2025Q4: 4,714 shares 4,714 $317K 0.07% -72 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: 4,784 shares; 2024Q4: 4,640 shares; 2025Q1: 2,489 shares; 2025Q2: 2,413 shares; 2025Q3: 2,204 shares; 2025Q4: 2,149 shares 2,149 $312K 0.07% -55 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 2,284 shares; 2025Q1: 2,289 shares; 2025Q2: 2,222 shares; 2025Q3: 2,214 shares; 2025Q4: 2,211 shares 2,211 $309K 0.07% -3 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,137 shares; 2024Q4: 22,401 shares; 2025Q1: 15,974 shares; 2025Q2: 13,585 shares; 2025Q3: 13,627 shares; 2025Q4: 12,791 shares 12,791 $309K 0.07% -836 Timeline SNA SNAP ON INC More: the full row for SNAP ON 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: 780 shares; 2025Q4: 887 shares 887 $306K 0.07% +107 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,649 shares; 2024Q4: 15,695 shares; 2025Q1: 15,742 shares; 2025Q2: 15,791 shares; 2025Q3: 15,293 shares; 2025Q4: 15,346 shares 15,346 $305K 0.07% +53 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,452 shares; 2024Q4: 21,654 shares; 2025Q1: 24,614 shares; 2025Q2: 14,815 shares; 2025Q3: 22,782 shares; 2025Q4: 17,316 shares 17,316 $304K 0.07% -5,466 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: 1,374 shares; 2025Q1: 1,017 shares; 2025Q2: 1,136 shares; 2025Q3: 1,141 shares; 2025Q4: 1,149 shares 1,149 $302K 0.07% +8 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,371 shares; 2024Q4: 6,530 shares; 2025Q1: 6,228 shares; 2025Q2: 6,025 shares; 2025Q3: 6,186 shares; 2025Q4: 5,704 shares 5,704 $302K 0.07% -482 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 8,682 shares; 2025Q1: 6,859 shares; 2025Q2: 6,100 shares; 2025Q3: 5,878 shares; 2025Q4: 6,013 shares 6,013 $301K 0.07% +135 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: 966 shares; 2024Q4: 957 shares; 2025Q1: 958 shares; 2025Q2: 945 shares; 2025Q3: 948 shares; 2025Q4: 929 shares 929 $300K 0.07% -19 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,876 shares; 2024Q4: 12,876 shares; 2025Q1: not reported; 2025Q2: 15,230 shares; 2025Q3: 12,876 shares; 2025Q4: 12,340 shares 12,340 $297K 0.07% -536 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,658 shares; 2024Q4: 1,643 shares; 2025Q1: 1,648 shares; 2025Q2: 1,629 shares; 2025Q3: 1,638 shares; 2025Q4: 1,624 shares 1,624 $294K 0.07% -14 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: 2,325 shares; 2024Q4: 2,307 shares; 2025Q1: 2,300 shares; 2025Q2: 2,287 shares; 2025Q3: 2,028 shares; 2025Q4: 2,015 shares 2,015 $289K 0.07% -13 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,998 shares; 2025Q4: 2,472 shares 2,472 $288K 0.07% +474 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,905 shares; 2025Q1: 3,064 shares; 2025Q2: 3,051 shares; 2025Q3: 3,366 shares; 2025Q4: 3,361 shares 3,361 $283K 0.06% -5 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,251 shares; 2025Q1: 1,219 shares; 2025Q2: 1,240 shares; 2025Q3: 1,266 shares; 2025Q4: 1,273 shares 1,273 $280K 0.06% +7 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,484 shares; 2024Q4: 14,383 shares; 2025Q1: 13,910 shares; 2025Q2: 13,935 shares; 2025Q3: 13,419 shares; 2025Q4: 12,641 shares 12,641 $278K 0.06% -778 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: 6,975 shares; 2024Q4: 6,702 shares; 2025Q1: 5,265 shares; 2025Q2: 5,445 shares; 2025Q3: 5,540 shares; 2025Q4: 5,111 shares 5,111 $278K 0.06% -429 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 606 shares; 2025Q4: 591 shares 591 $276K 0.06% -15 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,157 shares; 2025Q3: 1,164 shares; 2025Q4: 1,190 shares 1,190 $271K 0.06% +26 Timeline IEF 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: 2,809 shares; 2025Q4: 2,772 shares 2,772 $267K 0.06% -37 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,710 shares; 2025Q4: 5,497 shares 5,497 $264K 0.06% +787 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: 303 shares; 2024Q4: 366 shares; 2025Q1: 337 shares; 2025Q2: 359 shares; 2025Q3: 309 shares; 2025Q4: 302 shares 302 $260K 0.06% -7 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: 2,595 shares; 2024Q4: 2,893 shares; 2025Q1: 2,438 shares; 2025Q2: 3,296 shares; 2025Q3: 2,757 shares; 2025Q4: 1,960 shares 1,960 $260K 0.06% -797 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 1,592 shares; 2025Q1: not reported; 2025Q2: 1,596 shares; 2025Q3: 1,609 shares; 2025Q4: 1,601 shares 1,601 $256K 0.06% -8 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest 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: 1,023 shares; 2025Q4: 1,186 shares 1,186 $253K 0.06% +163 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: 1,949 shares; 2024Q4: 1,923 shares; 2025Q1: 1,906 shares; 2025Q2: 1,857 shares; 2025Q3: 1,863 shares; 2025Q4: 1,840 shares 1,840 $252K 0.06% -23 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,545 shares; 2024Q4: 11,173 shares; 2025Q1: 9,564 shares; 2025Q2: 11,046 shares; 2025Q3: 8,526 shares; 2025Q4: 10,076 shares 10,076 $251K 0.06% +1,550 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,917 shares; 2024Q4: 12,339 shares; 2025Q1: 13,467 shares; 2025Q2: 13,528 shares; 2025Q3: 14,528 shares; 2025Q4: 15,157 shares 15,157 $250K 0.06% +629 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,341 shares; 2025Q3: 4,341 shares; 2025Q4: 4,341 shares 4,341 $250K 0.06% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,560 shares; 2025Q3: 5,797 shares; 2025Q4: 6,174 shares 6,174 $248K 0.06% +377 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 2,201 shares; 2025Q1: 2,202 shares; 2025Q2: 2,209 shares; 2025Q3: 2,221 shares; 2025Q4: 2,188 shares 2,188 $247K 0.06% -33 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,440 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,129 shares; 2025Q4: 5,129 shares 5,129 $243K 0.06% 0 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 13,258 shares; 2025Q4: 13,258 shares 13,258 $240K 0.06% 0 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,091 shares 1,091 $238K 0.05% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,070 shares 2,070 $238K 0.05% new 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: 1,711 shares; 2024Q4: 1,693 shares; 2025Q1: 1,706 shares; 2025Q2: 1,682 shares; 2025Q3: 1,691 shares; 2025Q4: 1,683 shares 1,683 $237K 0.05% -8 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,618 shares; 2025Q3: not reported; 2025Q4: 5,386 shares 5,386 $236K 0.05% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,975 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,559 shares; 2025Q4: 17,596 shares 17,596 $231K 0.05% +37 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,844 shares; 2024Q4: 7,271 shares; 2025Q1: 5,978 shares; 2025Q2: 5,856 shares; 2025Q3: 5,623 shares; 2025Q4: 5,877 shares 5,877 $231K 0.05% +254 Timeline HYTR NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,682 shares; 2025Q4: 10,371 shares 10,371 $225K 0.05% +689 Timeline SUB 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: 2,383 shares; 2025Q1: 3,176 shares; 2025Q2: 3,155 shares; 2025Q3: 2,057 shares; 2025Q4: 2,097 shares 2,097 $224K 0.05% +40 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,377 shares; 2025Q1: 7,562 shares; 2025Q2: 7,290 shares; 2025Q3: 7,276 shares; 2025Q4: 8,118 shares 8,118 $223K 0.05% +842 Timeline CACI CACI INTL INC More: the full row for CACI INTL 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: 417 shares 417 $222K 0.05% new Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $221K 0.05% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,467 shares; 2024Q4: 6,310 shares; 2025Q1: 6,416 shares; 2025Q2: 6,268 shares; 2025Q3: 6,288 shares; 2025Q4: 6,507 shares 6,507 $220K 0.05% +219 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,431 shares; 2024Q4: not reported; 2025Q1: 8,979 shares; 2025Q2: 14,128 shares; 2025Q3: 7,335 shares; 2025Q4: 7,520 shares 7,520 $220K 0.05% +185 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,682 shares; 2024Q4: 8,746 shares; 2025Q1: 5,413 shares; 2025Q2: 5,533 shares; 2025Q3: not reported; 2025Q4: 4,307 shares 4,307 $219K 0.05% new 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: 6,885 shares; 2024Q4: 6,834 shares; 2025Q1: 6,183 shares; 2025Q2: 6,191 shares; 2025Q3: 4,698 shares; 2025Q4: 4,708 shares 4,708 $217K 0.05% +10 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,161 shares; 2025Q4: 1,162 shares 1,162 $216K 0.05% +1 Timeline MVFD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,664 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,648 shares 7,648 $216K 0.05% new Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest 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: 4,579 shares 4,579 $214K 0.05% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE 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: 2,082 shares 2,082 $213K 0.05% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,206 shares 2,206 $212K 0.05% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 734 shares; 2025Q1: 745 shares; 2025Q2: 898 shares; 2025Q3: 660 shares; 2025Q4: 660 shares 660 $211K 0.05% 0 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,445 shares; 2025Q3: 2,418 shares; 2025Q4: 2,408 shares 2,408 $211K 0.05% -10 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,153 shares 7,153 $209K 0.05% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 431 shares 431 $208K 0.05% new Timeline ACT ENACT HLDGS INC More: the full row for ENACT 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: not reported; 2025Q3: not reported; 2025Q4: 5,193 shares 5,193 $206K 0.05% new Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,853 shares 4,853 $205K 0.05% new Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,152 shares 3,152 $205K 0.05% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 557 shares; 2025Q1: 431 shares; 2025Q2: 337 shares; 2025Q3: 266 shares; 2025Q4: 266 shares 266 $204K 0.05% 0 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,865 shares; 2024Q4: 12,865 shares; 2025Q1: 12,865 shares; 2025Q2: 12,865 shares; 2025Q3: 12,865 shares; 2025Q4: 12,865 shares 12,865 $119K 0.03% 0 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,184 shares; 2025Q1: 12,464 shares; 2025Q2: 12,761 shares; 2025Q3: 13,054 shares; 2025Q4: 13,359 shares 13,359 $91.3K 0.02% +305 Timeline YTRA YATRA ONLINE INC More: the full row for YATRA ONLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $35.6K 0.01% 0 Timeline AVLNF AVALON ADVANCED MATLS INC COM More: the full row for AVALON ADVANCED MATLS INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $437 <0.01% 0 Timeline