JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 233,402 shares; 2025Q1: 44 shares; 2025Q2: 136,660 shares; 2025Q3: 166,366 shares; 2025Q4: 155,169 shares 155,169 $7.85M 5.04% -11,197 Timeline BALT 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 loaded; 2024Q4: 68,538 shares; 2025Q1: 150 shares; 2025Q2: 137,053 shares; 2025Q3: 142,669 shares; 2025Q4: 142,459 shares 142,459 $4.77M 3.07% -210 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,060 shares; 2025Q1: 10,957 shares; 2025Q2: 10,966 shares; 2025Q3: 10,356 shares; 2025Q4: 10,304 shares 10,304 $4.63M 2.98% -52 Timeline WEA WESTERN ASSET PREMIER BD FD More: the full row for WESTERN ASSET PREMIER BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 255,660 shares; 2025Q1: 85,024 shares; 2025Q2: 271,845 shares; 2025Q3: 273,510 shares; 2025Q4: 366,867 shares 366,867 $4.05M 2.6% +93,357 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,698 shares; 2025Q1: 3,352 shares; 2025Q2: 18,237 shares; 2025Q3: 18,215 shares; 2025Q4: 18,095 shares 18,095 $3.98M 2.56% -120 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 122,939 shares; 2025Q1: 4,907 shares; 2025Q2: 128,883 shares; 2025Q3: 128,040 shares; 2025Q4: 146,740 shares 146,740 $3.85M 2.47% +18,700 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,945 shares; 2025Q1: 18,981 shares; 2025Q2: 16,431 shares; 2025Q3: 13,004 shares; 2025Q4: 13,055 shares 13,055 $3.55M 2.28% +51 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,358 shares; 2025Q1: 6,656 shares; 2025Q2: 27,819 shares; 2025Q3: 24,805 shares; 2025Q4: 24,589 shares 24,589 $3.47M 2.23% -216 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,862 shares; 2025Q1: 7,528 shares; 2025Q2: 14,652 shares; 2025Q3: 13,965 shares; 2025Q4: 13,640 shares 13,640 $3.41M 2.19% -325 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,657 shares; 2025Q1: 1,407 shares; 2025Q2: 42,895 shares; 2025Q3: 41,794 shares; 2025Q4: 42,052 shares 42,052 $3.23M 2.08% +258 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,883 shares; 2025Q1: 167 shares; 2025Q2: 33,752 shares; 2025Q3: 34,600 shares; 2025Q4: 34,992 shares 34,992 $3.2M 2.06% +392 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,095 shares; 2025Q1: 84,690 shares; 2025Q2: 79,003 shares; 2025Q3: 48,834 shares; 2025Q4: 47,958 shares 47,958 $3M 1.92% -876 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,732 shares; 2025Q1: 61,177 shares; 2025Q2: 62,965 shares; 2025Q3: 63,099 shares; 2025Q4: 59,819 shares 59,819 $2.7M 1.74% -3,280 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,385 shares; 2025Q1: 2,873 shares; 2025Q2: 39,801 shares; 2025Q3: 38,893 shares; 2025Q4: 45,968 shares 45,968 $2.67M 1.72% +7,075 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: not loaded; 2024Q4: 37,996 shares; 2025Q1: 22,966 shares; 2025Q2: 66,871 shares; 2025Q3: 67,669 shares; 2025Q4: 43,735 shares 43,735 $2.5M 1.61% -23,934 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,715 shares; 2025Q1: 4 shares; 2025Q2: 41,468 shares; 2025Q3: 73,108 shares; 2025Q4: 112,490 shares 112,490 $2.28M 1.46% +39,382 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,808 shares; 2025Q1: 8,217 shares; 2025Q2: 8,411 shares; 2025Q3: 4,270 shares; 2025Q4: 4,355 shares 4,355 $2.11M 1.35% +85 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,556 shares; 2025Q4: 81,172 shares 81,172 $2.05M 1.31% +616 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,287 shares; 2025Q1: 49 shares; 2025Q2: 3,322 shares; 2025Q3: 2,929 shares; 2025Q4: 2,896 shares 2,896 $1.98M 1.27% -33 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 140,478 shares; 2025Q1: 3,250 shares; 2025Q2: 93,985 shares; 2025Q3: 96,089 shares; 2025Q4: 94,845 shares 94,845 $1.97M 1.27% -1,244 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,639 shares; 2025Q1: 22,012 shares; 2025Q2: 50,248 shares; 2025Q3: 50,070 shares; 2025Q4: 53,268 shares 53,268 $1.96M 1.26% +3,198 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,190 shares; 2025Q1: 79 shares; 2025Q2: 61,190 shares; 2025Q3: 61,190 shares; 2025Q4: 59,945 shares 59,945 $1.92M 1.23% -1,245 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,010 shares; 2025Q1: 302 shares; 2025Q2: 25,370 shares; 2025Q3: 54,486 shares; 2025Q4: 70,686 shares 70,686 $1.86M 1.2% +16,200 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,852 shares; 2025Q1: 100 shares; 2025Q2: 39,402 shares; 2025Q3: 40,976 shares; 2025Q4: 48,630 shares 48,630 $1.76M 1.13% +7,654 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 62,181 shares; 2025Q1: 927 shares; 2025Q2: 63,933 shares; 2025Q3: 63,738 shares; 2025Q4: 62,868 shares 62,868 $1.71M 1.1% -870 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,026 shares; 2025Q1: 18,468 shares; 2025Q2: 19,713 shares; 2025Q3: 8,575 shares; 2025Q4: 8,832 shares 8,832 $1.65M 1.06% +257 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,287 shares; 2025Q1: 31,702 shares; 2025Q2: 37,632 shares; 2025Q3: 30,609 shares; 2025Q4: 29,589 shares 29,589 $1.59M 1.02% -1,020 Timeline MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 283,909 shares; 2025Q1: 18 shares; 2025Q2: 194,378 shares; 2025Q3: 206,769 shares; 2025Q4: 213,708 shares 213,708 $1.58M 1.01% +6,939 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,553 shares; 2025Q1: 600 shares; 2025Q2: 32,736 shares; 2025Q3: 32,982 shares; 2025Q4: 32,669 shares 32,669 $1.53M 0.98% -313 Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 147,889 shares; 2025Q1: 69,299 shares; 2025Q2: 146,796 shares; 2025Q3: 153,172 shares; 2025Q4: 155,596 shares 155,596 $1.45M 0.93% +2,424 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,182 shares; 2025Q1: 10 shares; 2025Q2: 41,818 shares; 2025Q3: 41,521 shares; 2025Q4: 40,046 shares 40,046 $1.44M 0.93% -1,475 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,451 shares; 2025Q1: 188 shares; 2025Q2: 21,337 shares; 2025Q3: 21,602 shares; 2025Q4: 22,014 shares 22,014 $1.41M 0.91% +412 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,797 shares; 2025Q1: 4,797 shares; 2025Q2: 4,763 shares; 2025Q3: 4,497 shares; 2025Q4: 4,501 shares 4,501 $1.38M 0.88% +4 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,924 shares; 2025Q1: 8,746 shares; 2025Q2: 44,372 shares; 2025Q3: 43,208 shares; 2025Q4: 43,806 shares 43,806 $1.32M 0.85% +598 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,789 shares; 2025Q1: 42 shares; 2025Q2: 29,964 shares; 2025Q3: 29,212 shares; 2025Q4: 28,609 shares 28,609 $1.31M 0.84% -603 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,163 shares; 2025Q1: 121,257 shares; 2025Q2: 57,340 shares; 2025Q3: 58,647 shares; 2025Q4: 59,001 shares 59,001 $1.27M 0.81% +354 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,371 shares; 2025Q1: 5,438 shares; 2025Q2: 5,083 shares; 2025Q3: 3,905 shares; 2025Q4: 3,976 shares 3,976 $1.24M 0.8% +71 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 237,009 shares; 2025Q1: 163,588 shares; 2025Q2: 7,327 shares; 2025Q3: 7,327 shares; 2025Q4: 135,753 shares 135,753 $1.21M 0.78% +128,426 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,751 shares; 2025Q1: 1,482 shares; 2025Q2: 32,010 shares; 2025Q3: 32,284 shares; 2025Q4: 33,659 shares 33,659 $1.15M 0.74% +1,375 Timeline MOTI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,290 shares; 2025Q1: 22,522 shares; 2025Q2: 30,188 shares; 2025Q3: 31,649 shares; 2025Q4: 30,292 shares 30,292 $1.11M 0.71% -1,357 Timeline QFLR 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 loaded; 2024Q4: 21,920 shares; 2025Q1: 51 shares; 2025Q2: 30,414 shares; 2025Q3: 28,945 shares; 2025Q4: 32,243 shares 32,243 $1.11M 0.71% +3,298 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,814 shares; 2025Q1: 395 shares; 2025Q2: 12,208 shares; 2025Q3: 10,817 shares; 2025Q4: 10,672 shares 10,672 $1.11M 0.71% -145 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,439 shares; 2025Q1: 451 shares; 2025Q2: 67,149 shares; 2025Q3: 104,062 shares; 2025Q4: 78,795 shares 78,795 $1.07M 0.69% -25,267 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,596 shares; 2025Q3: 49,758 shares; 2025Q4: 49,827 shares 49,827 $1.05M 0.67% +69 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: 68,179 shares; 2025Q3: 74,805 shares; 2025Q4: 84,091 shares 84,091 $1.05M 0.67% +9,286 Timeline VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105,745 shares; 2025Q1: 76,404 shares; 2025Q2: 108,811 shares; 2025Q3: 114,779 shares; 2025Q4: 113,977 shares 113,977 $1.04M 0.67% -802 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75,622 shares; 2025Q1: 231 shares; 2025Q2: 76,462 shares; 2025Q3: 83,814 shares; 2025Q4: 82,956 shares 82,956 $1.02M 0.66% -858 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 159,225 shares; 2025Q1: 29 shares; 2025Q2: 95,870 shares; 2025Q3: 96,749 shares; 2025Q4: 100,247 shares 100,247 $1.02M 0.66% +3,498 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 204,651 shares; 2025Q3: 205,264 shares; 2025Q4: 206,849 shares 206,849 $1.01M 0.65% +1,585 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 132,698 shares; 2025Q3: 132,859 shares; 2025Q4: 133,917 shares 133,917 $1M 0.65% +1,058 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,253 shares; 2025Q1: 335 shares; 2025Q2: 19,490 shares; 2025Q3: 20,297 shares; 2025Q4: 19,870 shares 19,870 $1M 0.64% -427 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88,779 shares; 2025Q1: 127 shares; 2025Q2: 89,780 shares; 2025Q3: 93,607 shares; 2025Q4: 92,780 shares 92,780 $998K 0.64% -827 Timeline IGI WESTERN ASSET INVT GRADE OPP More: the full row for WESTERN ASSET INVT GRADE OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,514 shares; 2025Q3: 59,774 shares; 2025Q4: 60,188 shares 60,188 $993K 0.64% +414 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,361 shares; 2025Q1: 8,752 shares; 2025Q2: 10,625 shares; 2025Q3: 10,770 shares; 2025Q4: 21,970 shares 21,970 $959K 0.62% +11,200 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68,943 shares; 2025Q1: 61 shares; 2025Q2: 69,461 shares; 2025Q3: 74,439 shares; 2025Q4: 74,789 shares 74,789 $947K 0.61% +350 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,003 shares; 2025Q1: 57,718 shares; 2025Q2: 18,986 shares; 2025Q3: 18,675 shares; 2025Q4: 18,267 shares 18,267 $924K 0.59% -408 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,416 shares; 2025Q1: 547 shares; 2025Q2: 1,539 shares; 2025Q3: 1,484 shares; 2025Q4: 1,473 shares 1,473 $905K 0.58% -11 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,243 shares; 2025Q1: 42,400 shares; 2025Q2: 71,645 shares; 2025Q3: 75,195 shares; 2025Q4: 74,893 shares 74,893 $871K 0.56% -302 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 80,820 shares; 2025Q1: 65,026 shares; 2025Q2: 82,639 shares; 2025Q3: 90,313 shares; 2025Q4: 89,846 shares 89,846 $867K 0.56% -467 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,323 shares; 2025Q1: 420 shares; 2025Q2: 3,449 shares; 2025Q3: 3,378 shares; 2025Q4: 3,280 shares 3,280 $824K 0.53% -98 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,390 shares; 2025Q1: 20,490 shares; 2025Q2: 10,102 shares; 2025Q3: 10,751 shares; 2025Q4: 11,310 shares 11,310 $808K 0.52% +559 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,681 shares; 2025Q1: 4,721 shares; 2025Q2: 29,483 shares; 2025Q3: 29,738 shares; 2025Q4: 29,555 shares 29,555 $804K 0.52% -183 Timeline TSI TCW STRATEGIC INCOME FD INC More: the full row for TCW STRATEGIC INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158,266 shares; 2025Q3: 159,568 shares; 2025Q4: 161,434 shares 161,434 $797K 0.51% +1,866 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,848 shares; 2025Q1: 300 shares; 2025Q2: 7,533 shares; 2025Q3: 5,786 shares; 2025Q4: 14,927 shares 14,927 $788K 0.51% +9,141 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,157 shares; 2025Q1: 17 shares; 2025Q2: 52,493 shares; 2025Q3: 52,760 shares; 2025Q4: 52,821 shares 52,821 $788K 0.51% +61 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,225 shares; 2025Q3: 6,225 shares; 2025Q4: 17,212 shares 17,212 $759K 0.49% +10,987 Timeline OCTH 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 loaded; 2024Q4: not reported; 2025Q1: 28,722 shares; 2025Q2: 29,770 shares; 2025Q3: 30,828 shares; 2025Q4: 31,643 shares 31,643 $758K 0.49% +815 Timeline APRH 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 loaded; 2024Q4: not reported; 2025Q1: 29,244 shares; 2025Q2: 28,756 shares; 2025Q3: 29,828 shares; 2025Q4: 30,336 shares 30,336 $750K 0.48% +508 Timeline JANH 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 loaded; 2024Q4: not reported; 2025Q1: 32,583 shares; 2025Q2: 29,015 shares; 2025Q3: 29,833 shares; 2025Q4: 30,388 shares 30,388 $749K 0.48% +555 Timeline JULH 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 loaded; 2024Q4: not reported; 2025Q1: 29,015 shares; 2025Q2: 28,384 shares; 2025Q3: 29,791 shares; 2025Q4: 29,970 shares 29,970 $747K 0.48% +179 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,925 shares; 2025Q1: 228 shares; 2025Q2: 48,382 shares; 2025Q3: 49,571 shares; 2025Q4: 49,772 shares 49,772 $740K 0.48% +201 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,417 shares; 2025Q1: 104,427 shares; 2025Q2: 65,458 shares; 2025Q3: 71,500 shares; 2025Q4: 71,160 shares 71,160 $738K 0.47% -340 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,605 shares; 2025Q1: 8,265 shares; 2025Q2: 8,006 shares; 2025Q3: 2,920 shares; 2025Q4: 3,045 shares 3,045 $703K 0.45% +125 Timeline SBI WESTERN ASSET INTER MUNI More: the full row for WESTERN ASSET INTER MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 82,887 shares; 2025Q1: 104 shares; 2025Q2: 85,086 shares; 2025Q3: 89,424 shares; 2025Q4: 91,087 shares 91,087 $700K 0.45% +1,663 Timeline EPRF 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 loaded; 2024Q4: 34,812 shares; 2025Q1: 97,059 shares; 2025Q2: 35,923 shares; 2025Q3: 37,800 shares; 2025Q4: 39,733 shares 39,733 $699K 0.45% +1,933 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,318 shares; 2025Q4: 35,554 shares 35,554 $669K 0.43% +20,236 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,903 shares 41,903 $626K 0.4% new Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42,977 shares; 2025Q1: 68,474 shares; 2025Q2: 42,661 shares; 2025Q3: 46,142 shares; 2025Q4: 46,022 shares 46,022 $579K 0.37% -120 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,761 shares; 2025Q1: 27,480 shares; 2025Q2: 5,061 shares; 2025Q3: 4,905 shares; 2025Q4: 4,960 shares 4,960 $565K 0.36% +55 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73,017 shares; 2025Q4: 73,225 shares 73,225 $552K 0.35% +208 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: not loaded; 2024Q4: 2,909 shares; 2025Q1: 2,765 shares; 2025Q2: 2,800 shares; 2025Q3: 2,706 shares; 2025Q4: 2,727 shares 2,727 $506K 0.33% +21 Timeline JPRE 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 loaded; 2024Q4: 7,695 shares; 2025Q1: 3,433 shares; 2025Q2: 8,191 shares; 2025Q3: 8,121 shares; 2025Q4: 10,674 shares 10,674 $499K 0.32% +2,553 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,323 shares; 2025Q1: 2,029 shares; 2025Q2: 2,438 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $493K 0.32% 0 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: not loaded; 2024Q4: 29,691 shares; 2025Q1: 4 shares; 2025Q2: 29,691 shares; 2025Q3: 29,691 shares; 2025Q4: 29,691 shares 29,691 $490K 0.31% 0 Timeline XYLG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: 17,460 shares; 2025Q3: 17,787 shares; 2025Q4: 17,778 shares 17,778 $489K 0.31% -9 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,416 shares; 2025Q1: 36,892 shares; 2025Q2: 3,490 shares; 2025Q3: 3,507 shares; 2025Q4: 3,497 shares 3,497 $484K 0.31% -10 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,166 shares; 2025Q1: 3,288 shares; 2025Q2: 3,527 shares; 2025Q3: 1,500 shares; 2025Q4: 1,527 shares 1,527 $479K 0.31% +27 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,002 shares 15,002 $463K 0.3% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,832 shares; 2025Q1: 3,025 shares; 2025Q2: 2,848 shares; 2025Q3: 2,571 shares; 2025Q4: 2,537 shares 2,537 $434K 0.28% -34 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,327 shares 28,327 $415K 0.27% new Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,112 shares; 2025Q1: 700 shares; 2025Q2: 19,583 shares; 2025Q3: 19,818 shares; 2025Q4: 20,087 shares 20,087 $383K 0.25% +269 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,660 shares; 2025Q1: 119 shares; 2025Q2: 22,660 shares; 2025Q3: 21,125 shares; 2025Q4: 21,125 shares 21,125 $382K 0.25% 0 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: not loaded; 2024Q4: 1,790 shares; 2025Q1: 1,865 shares; 2025Q2: 1,767 shares; 2025Q3: 1,630 shares; 2025Q4: 1,636 shares 1,636 $378K 0.24% +6 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,394 shares; 2025Q1: 20 shares; 2025Q2: 7,157 shares; 2025Q3: 7,405 shares; 2025Q4: 7,433 shares 7,433 $375K 0.24% +28 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,595 shares; 2025Q1: 5,989 shares; 2025Q2: 10,432 shares; 2025Q3: 10,304 shares; 2025Q4: 19,393 shares 19,393 $371K 0.24% +9,089 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,007 shares; 2025Q1: 2,012 shares; 2025Q2: 2,020 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $357K 0.23% 0 Timeline XMQTX BLACKROCK MUNIYIELD QLTY II More: the full row for BLACKROCK MUNIYIELD QLTY II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,698 shares; 2025Q1: 10,960 shares; 2025Q2: 33,867 shares; 2025Q3: 35,014 shares; 2025Q4: 35,418 shares 35,418 $356K 0.23% +404 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,823 shares; 2025Q1: 63,329 shares; 2025Q2: 4,040 shares; 2025Q3: 4,040 shares; 2025Q4: 5,097 shares 5,097 $339K 0.22% +1,057 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,559 shares; 2025Q1: 7,314 shares; 2025Q2: 7,155 shares; 2025Q3: 5,335 shares; 2025Q4: 6,192 shares 6,192 $330K 0.21% +857 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,451 shares; 2025Q1: 7,115 shares; 2025Q2: 6,740 shares; 2025Q3: 6,609 shares; 2025Q4: 6,609 shares 6,609 $325K 0.21% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,018 shares; 2025Q1: 75 shares; 2025Q2: 3,162 shares; 2025Q3: 3,183 shares; 2025Q4: 3,146 shares 3,146 $313K 0.2% -37 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64 shares; 2025Q1: 10,676 shares; 2025Q2: 64 shares; 2025Q3: not reported; 2025Q4: 2,009 shares 2,009 $310K 0.2% new Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,937 shares 22,937 $306K 0.2% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,308 shares; 2025Q1: 3,212 shares; 2025Q2: 3,357 shares; 2025Q3: 2,563 shares; 2025Q4: 2,563 shares 2,563 $292K 0.19% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 350 shares; 2025Q1: 566 shares; 2025Q2: 474 shares; 2025Q3: 466 shares; 2025Q4: 462 shares 462 $290K 0.19% -4 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,907 shares; 2025Q1: 31,681 shares; 2025Q2: 4,107 shares; 2025Q3: 4,107 shares; 2025Q4: 4,107 shares 4,107 $285K 0.18% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,966 shares; 2025Q1: 53 shares; 2025Q2: 22,966 shares; 2025Q3: 22,966 shares; 2025Q4: 22,966 shares 22,966 $284K 0.18% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,856 shares; 2025Q1: 19 shares; 2025Q2: 17,451 shares; 2025Q3: 15,291 shares; 2025Q4: 15,291 shares 15,291 $271K 0.17% 0 Timeline VFL ABRDN NATL MUN INCOME FD More: the full row for ABRDN NATL MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,717 shares; 2025Q1: 84 shares; 2025Q2: 24,200 shares; 2025Q3: 24,873 shares; 2025Q4: 24,917 shares 24,917 $256K 0.16% +44 Timeline SPFF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,315 shares; 2025Q1: 3 shares; 2025Q2: 24,177 shares; 2025Q3: 25,552 shares; 2025Q4: 26,590 shares 26,590 $248K 0.16% +1,038 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,237 shares; 2025Q1: 46 shares; 2025Q2: 3,345 shares; 2025Q3: 3,337 shares; 2025Q4: 3,298 shares 3,298 $247K 0.16% -39 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 896 shares; 2025Q1: 870 shares; 2025Q2: 804 shares; 2025Q3: 1,065 shares; 2025Q4: 5,486 shares 5,486 $244K 0.16% +4,421 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,802 shares; 2025Q3: 38,090 shares; 2025Q4: 17,480 shares 17,480 $218K 0.14% -20,610 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,397 shares; 2025Q1: 2,325 shares; 2025Q2: 2,287 shares; 2025Q3: 1,760 shares; 2025Q4: 1,789 shares 1,789 $215K 0.14% +29 Timeline CCAP CRESCENT CAP BDC INC More: the full row for CRESCENT CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,288 shares 15,288 $215K 0.14% new Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,816 shares 9,816 $213K 0.14% new Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 143 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $212K 0.14% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 766 shares; 2025Q1: 955 shares; 2025Q2: 762 shares; 2025Q3: 595 shares; 2025Q4: 599 shares 599 $210K 0.13% +4 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,933 shares; 2025Q1: 1,366 shares; 2025Q2: 8,515 shares; 2025Q3: 7,804 shares; 2025Q4: 7,154 shares 7,154 $207K 0.13% -650 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,076 shares; 2025Q1: 90 shares; 2025Q2: 3,236 shares; 2025Q3: 3,221 shares; 2025Q4: 1,515 shares 1,515 $197K 0.13% -1,706 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,526 shares; 2025Q1: 8,350 shares; 2025Q2: 8,368 shares; 2025Q3: 5,105 shares; 2025Q4: 5,091 shares 5,091 $195K 0.13% -14 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,558 shares; 2025Q1: 610 shares; 2025Q2: 1,558 shares; 2025Q3: 1,558 shares; 2025Q4: 1,558 shares 1,558 $190K 0.12% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,082 shares; 2025Q1: 2,338 shares; 2025Q2: 1,098 shares; 2025Q3: 817 shares; 2025Q4: 830 shares 830 $190K 0.12% +13 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,096 shares; 2025Q1: 5,208 shares; 2025Q2: 3,470 shares; 2025Q3: 3,252 shares; 2025Q4: 3,328 shares 3,328 $188K 0.12% +76 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,555 shares; 2025Q1: 1,561 shares; 2025Q2: 1,609 shares; 2025Q3: 1,000 shares; 2025Q4: 1,008 shares 1,008 $185K 0.12% +8 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,004 shares; 2025Q1: 1,992 shares; 2025Q2: 1,957 shares; 2025Q3: 500 shares; 2025Q4: 523 shares 523 $183K 0.12% +23 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,300 shares; 2025Q1: 143 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares 3,300 $183K 0.12% 0 Timeline CEV EATON VANCE CALIF MUN INCOM More: the full row for EATON VANCE CALIF MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,804 shares; 2025Q1: 89,994 shares; 2025Q2: 17,594 shares; 2025Q3: 17,902 shares; 2025Q4: 17,902 shares 17,902 $180K 0.12% 0 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,432 shares; 2025Q4: 20,432 shares 20,432 $178K 0.11% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,037 shares; 2025Q1: 5 shares; 2025Q2: 4,137 shares; 2025Q3: 3,392 shares; 2025Q4: 3,392 shares 3,392 $178K 0.11% 0 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 loaded; 2024Q4: 5,568 shares; 2025Q1: 5,477 shares; 2025Q2: 5,449 shares; 2025Q3: 3,000 shares; 2025Q4: 3,050 shares 3,050 $176K 0.11% +50 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 581 shares; 2025Q1: 558 shares; 2025Q2: 526 shares; 2025Q3: 295 shares; 2025Q4: 298 shares 298 $173K 0.11% +3 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,346 shares; 2025Q1: 2,352 shares; 2025Q2: 2,346 shares; 2025Q3: 2,326 shares; 2025Q4: 2,326 shares 2,326 $172K 0.11% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,055 shares; 2025Q2: 1,458 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $171K 0.11% 0 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,350 shares; 2025Q1: 13 shares; 2025Q2: 8,350 shares; 2025Q3: 8,350 shares; 2025Q4: 8,350 shares 8,350 $166K 0.11% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,570 shares; 2025Q1: 2,830 shares; 2025Q2: 2,616 shares; 2025Q3: 1,437 shares; 2025Q4: 1,475 shares 1,475 $164K 0.11% +38 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,114 shares; 2025Q1: 1,122 shares; 2025Q2: 1,149 shares; 2025Q3: 810 shares; 2025Q4: 822 shares 822 $160K 0.1% +12 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,227 shares; 2025Q1: 28,629 shares; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares 3,270 $159K 0.1% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,049 shares; 2025Q1: 2,073 shares; 2025Q2: 1,955 shares; 2025Q3: 1,000 shares; 2025Q4: 1,038 shares 1,038 $158K 0.1% +38 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,149 shares; 2025Q1: 15 shares; 2025Q2: 2,077 shares; 2025Q3: 2,044 shares; 2025Q4: 2,044 shares 2,044 $150K 0.1% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 861 shares; 2025Q1: 867 shares; 2025Q2: 874 shares; 2025Q3: 640 shares; 2025Q4: 646 shares 646 $148K 0.1% +6 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 166 shares; 2025Q2: 179 shares; 2025Q3: 175 shares; 2025Q4: 175 shares 175 $135K 0.09% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 606 shares; 2025Q1: 623 shares; 2025Q2: 606 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $134K 0.09% 0 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,186 shares; 2025Q1: 859 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares 875 $129K 0.08% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 319 shares; 2025Q1: 339 shares; 2025Q2: 1,241 shares; 2025Q3: 970 shares; 2025Q4: 985 shares 985 $126K 0.08% +15 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 190 shares; 2025Q1: 72 shares; 2025Q2: 177 shares; 2025Q3: 178 shares; 2025Q4: 178 shares 178 $121K 0.08% 0 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,422 shares; 2025Q1: 2,191 shares; 2025Q2: 1,889 shares; 2025Q3: 1,879 shares; 2025Q4: 3,356 shares 3,356 $120K 0.08% +1,477 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,121 shares; 2025Q1: 2,217 shares; 2025Q2: 2,118 shares; 2025Q3: 2,000 shares; 2025Q4: 2,012 shares 2,012 $118K 0.08% +12 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,244 shares; 2025Q1: 2,225 shares; 2025Q2: 2,295 shares; 2025Q3: 676 shares; 2025Q4: 731 shares 731 $117K 0.08% +55 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,636 shares; 2025Q1: 1,535 shares; 2025Q2: 1,659 shares; 2025Q3: 985 shares; 2025Q4: 992 shares 992 $116K 0.07% +7 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,748 shares; 2025Q1: 1,418 shares; 2025Q2: 1,722 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $112K 0.07% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26 shares; 2025Q1: 14 shares; 2025Q2: 1,340 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $112K 0.07% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,236 shares; 2025Q1: 1,122 shares; 2025Q2: 981 shares; 2025Q3: 320 shares; 2025Q4: 333 shares 333 $110K 0.07% +13 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,185 shares; 2025Q1: 6,317 shares; 2025Q2: 3,261 shares; 2025Q3: 220 shares; 2025Q4: 220 shares 220 $107K 0.07% 0 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,484 shares; 2025Q1: 26,983 shares; 2025Q2: 3,484 shares; 2025Q3: 3,484 shares; 2025Q4: 3,484 shares 3,484 $103K 0.07% 0 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: not loaded; 2024Q4: 3,142 shares; 2025Q1: 3,123 shares; 2025Q2: 2,237 shares; 2025Q3: 1,699 shares; 2025Q4: 1,699 shares 1,699 $102K 0.07% 0 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: not loaded; 2024Q4: 13,745 shares; 2025Q1: 5,291 shares; 2025Q2: 3,346 shares; 2025Q3: 3,346 shares; 2025Q4: 2,256 shares 2,256 $100K 0.06% -1,090 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,773 shares; 2025Q1: 870 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares; 2025Q4: 2,760 shares 2,760 $99.8K 0.06% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,031 shares; 2025Q1: 2,951 shares; 2025Q2: 2,911 shares; 2025Q3: 2,400 shares; 2025Q4: 2,416 shares 2,416 $98.4K 0.06% +16 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,056 shares; 2025Q3: 4,056 shares; 2025Q4: 4,056 shares 4,056 $97.5K 0.06% 0 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,516 shares; 2025Q1: 20 shares; 2025Q2: 4,961 shares; 2025Q3: 5,200 shares; 2025Q4: 5,534 shares 5,534 $97.2K 0.06% +334 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: not loaded; 2024Q4: 469 shares; 2025Q1: 1,571 shares; 2025Q2: 466 shares; 2025Q3: 260 shares; 2025Q4: 272 shares 272 $95.6K 0.06% +12 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,681 shares; 2025Q1: 3,679 shares; 2025Q2: 2,564 shares; 2025Q3: 1,326 shares; 2025Q4: 1,256 shares 1,256 $92.6K 0.06% -70 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $88.9K 0.06% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 264 shares; 2025Q1: 211 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares 264 $88.5K 0.06% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 336 shares; 2025Q1: 373 shares; 2025Q2: 346 shares; 2025Q3: 300 shares; 2025Q4: 303 shares 303 $87.5K 0.06% +3 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,528 shares; 2025Q1: 15,052 shares; 2025Q2: 8,995 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares 1,238 $83.2K 0.05% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 271 shares; 2025Q1: 291 shares; 2025Q2: 284 shares; 2025Q3: 268 shares; 2025Q4: 268 shares 268 $83.1K 0.05% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,067 shares; 2025Q1: 4,174 shares; 2025Q2: 3,827 shares; 2025Q3: 3,306 shares; 2025Q4: 3,328 shares 3,328 $82.9K 0.05% +22 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: not loaded; 2024Q4: 823 shares; 2025Q1: 1,060 shares; 2025Q2: 688 shares; 2025Q3: 600 shares; 2025Q4: 603 shares 603 $80K 0.05% +3 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,203 shares; 2025Q1: 2,269 shares; 2025Q2: 2,260 shares; 2025Q3: 1,056 shares; 2025Q4: 1,089 shares 1,089 $80K 0.05% +33 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,353 shares; 2025Q1: 2,866 shares; 2025Q2: 3,266 shares; 2025Q3: 200 shares; 2025Q4: 252 shares 252 $76.6K 0.05% +52 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90 shares; 2025Q1: 2,260 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 1,066 shares 1,066 $76.2K 0.05% +952 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,525 shares; 2025Q1: 2,228 shares; 2025Q2: 2,621 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $75.8K 0.05% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,562 shares; 2025Q1: 26 shares; 2025Q2: 1,562 shares; 2025Q3: 1,562 shares; 2025Q4: 1,562 shares 1,562 $73K 0.05% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 204 shares; 2025Q1: 217 shares; 2025Q2: 206 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $72.6K 0.05% 0 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 665 shares; 2025Q1: 2,849 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $71.1K 0.05% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,554 shares; 2025Q1: 1,636 shares; 2025Q2: 1,797 shares; 2025Q3: 315 shares; 2025Q4: 335 shares 335 $69.3K 0.04% +20 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,443 shares; 2025Q1: 1,549 shares; 2025Q2: 1,491 shares; 2025Q3: 1,267 shares; 2025Q4: 1,267 shares 1,267 $68.3K 0.04% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 527 shares 527 $65.5K 0.04% new Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,180 shares; 2025Q1: 495 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares 1,180 $65K 0.04% 0 Timeline HIGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,487 shares; 2025Q1: 4,961 shares; 2025Q2: 6,535 shares; 2025Q3: 2,909 shares; 2025Q4: 2,909 shares 2,909 $64.9K 0.04% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,172 shares; 2025Q1: 41,179 shares; 2025Q2: 2,446 shares; 2025Q3: 2,267 shares; 2025Q4: 1,964 shares 1,964 $64.1K 0.04% -303 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 330 shares; 2025Q1: 1,558 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares 330 $63.9K 0.04% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,851 shares; 2025Q1: 2,871 shares; 2025Q2: 3,132 shares; 2025Q3: 779 shares; 2025Q4: 826 shares 826 $63.6K 0.04% +47 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 700 shares; 2025Q1: 4 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $61.7K 0.04% 0 Timeline NFEB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares; 2025Q4: 2,170 shares 2,170 $60.8K 0.04% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 450 shares; 2025Q1: 457 shares; 2025Q2: 450 shares; 2025Q3: 436 shares; 2025Q4: 436 shares 436 $59.4K 0.04% 0 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,100 shares; 2025Q1: 26,733 shares; 2025Q2: 2,267 shares; 2025Q3: 2,411 shares; 2025Q4: 2,225 shares 2,225 $57.9K 0.04% -186 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 534 shares; 2025Q1: 515 shares; 2025Q2: 525 shares; 2025Q3: 50 shares; 2025Q4: 610 shares 610 $57.2K 0.04% +560 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,250 shares; 2025Q1: 35 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 2,250 shares 2,250 $56.1K 0.04% -1,000 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,682 shares; 2025Q1: 5 shares; 2025Q2: 12,182 shares; 2025Q3: 7,182 shares; 2025Q4: 7,182 shares 7,182 $55.8K 0.04% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 257 shares; 2025Q1: 401 shares; 2025Q2: 259 shares; 2025Q3: 100 shares; 2025Q4: 110 shares 110 $55.3K 0.04% +10 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,987 shares; 2025Q1: 5,567 shares; 2025Q2: 4,257 shares; 2025Q3: 1,000 shares; 2025Q4: 1,074 shares 1,074 $54.6K 0.04% +74 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,600 shares; 2025Q1: 37 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares 2,600 $53.7K 0.03% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 766 shares; 2025Q1: 701 shares; 2025Q2: 727 shares; 2025Q3: 202 shares; 2025Q4: 216 shares 216 $52.5K 0.03% +14 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 309 shares; 2025Q1: 189 shares; 2025Q2: 312 shares; 2025Q3: 175 shares; 2025Q4: 175 shares 175 $51.8K 0.03% 0 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,464 shares; 2025Q1: 8,338 shares; 2025Q2: 5,488 shares; 2025Q3: 1,230 shares; 2025Q4: 1,319 shares 1,319 $51.3K 0.03% +89 Timeline EOCT 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 loaded; 2024Q4: 42,539 shares; 2025Q1: 206 shares; 2025Q2: 1,563 shares; 2025Q3: 1,667 shares; 2025Q4: 1,596 shares 1,596 $50.5K 0.03% -71 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 663 shares; 2025Q1: 629 shares; 2025Q2: 616 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $48.9K 0.03% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,131 shares; 2025Q1: 1,083 shares; 2025Q2: 1,131 shares; 2025Q3: 1,066 shares; 2025Q4: 1,066 shares 1,066 $48.7K 0.03% 0 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,431 shares; 2025Q1: 2,773 shares; 2025Q2: 1,424 shares; 2025Q3: 1,424 shares; 2025Q4: 1,424 shares 1,424 $48.1K 0.03% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 272 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,950 shares 1,950 $47.8K 0.03% +400 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,530 shares; 2025Q1: 299 shares; 2025Q2: 2,613 shares; 2025Q3: 2,464 shares; 2025Q4: 2,630 shares 2,630 $47.7K 0.03% +166 Timeline BJUL 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 loaded; 2024Q4: 935 shares; 2025Q1: 893 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 935 shares 935 $47.5K 0.03% 0 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares 1,450 $45.9K 0.03% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150 shares; 2025Q1: 127 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $44.3K 0.03% 0 Timeline NOCT 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 loaded; 2024Q4: 750 shares; 2025Q1: 1,512 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $43.4K 0.03% 0 Timeline PFD FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,820 shares; 2025Q3: 3,732 shares; 2025Q4: 3,640 shares 3,640 $43.2K 0.03% -92 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 loaded; 2024Q4: 500 shares; 2025Q1: 257 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $42.4K 0.03% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,109 shares; 2025Q1: 3,109 shares; 2025Q2: 3,177 shares; 2025Q3: 1,690 shares; 2025Q4: 1,690 shares 1,690 $42K 0.03% 0 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 893 shares; 2025Q1: 30,047 shares; 2025Q2: 893 shares; 2025Q3: 893 shares; 2025Q4: 893 shares 893 $41.5K 0.03% 0 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 859 shares; 2025Q1: 6 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 859 shares 859 $40.9K 0.03% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,545 shares; 2025Q1: 2,874 shares; 2025Q2: 2,888 shares; 2025Q3: 1,150 shares; 2025Q4: 1,163 shares 1,163 $40.4K 0.03% +13 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 150 shares; 2025Q1: 28,752 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $40.4K 0.03% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 401 shares; 2025Q1: 324 shares; 2025Q2: 401 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $38.7K 0.02% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 430 shares; 2025Q1: 13 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 860 shares 860 $38.5K 0.02% +430 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 876 shares; 2025Q1: 753 shares; 2025Q2: 735 shares; 2025Q3: 250 shares; 2025Q4: 265 shares 265 $38K 0.02% +15 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 239 shares; 2025Q1: 305 shares; 2025Q2: 239 shares; 2025Q3: 218 shares; 2025Q4: 218 shares 218 $37.8K 0.02% 0 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 870 shares; 2025Q1: 750 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 870 shares 870 $37.7K 0.02% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 238 shares; 2025Q1: 258 shares; 2025Q2: 241 shares; 2025Q3: 100 shares; 2025Q4: 108 shares 108 $37.2K 0.02% +8 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 223 shares; 2025Q1: 269 shares; 2025Q2: 224 shares; 2025Q3: 128 shares; 2025Q4: 133 shares 133 $35.7K 0.02% +5 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,267 shares; 2025Q1: 17,975 shares; 2025Q2: 6,370 shares; 2025Q3: 185 shares; 2025Q4: 185 shares 185 $35.3K 0.02% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 305 shares; 2025Q1: 14,594 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares 305 $34.7K 0.02% 0 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 600 shares; 2025Q1: 10,495 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $34K 0.02% 0 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 2,523 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $32.1K 0.02% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 529 shares; 2025Q1: 668 shares; 2025Q2: 609 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $31.7K 0.02% 0 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,230 shares; 2025Q1: 610 shares; 2025Q2: 8,527 shares; 2025Q3: 724 shares; 2025Q4: 763 shares 763 $31.7K 0.02% +39 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 352 shares; 2025Q1: 343 shares; 2025Q2: 325 shares; 2025Q3: 12 shares; 2025Q4: 29 shares 29 $31.2K 0.02% +17 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,290 shares; 2025Q1: 3,750 shares; 2025Q2: 3,000 shares; 2025Q3: not reported; 2025Q4: 46 shares 46 $31K 0.02% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,496 shares; 2025Q1: 1,302 shares; 2025Q2: 1,452 shares; 2025Q3: 300 shares; 2025Q4: 310 shares 310 $29.8K 0.02% +10 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,345 shares; 2025Q1: 9,539 shares; 2025Q2: 1,357 shares; 2025Q3: not reported; 2025Q4: 88 shares 88 $28.4K 0.02% new Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 163 shares; 2025Q1: 183 shares; 2025Q2: 163 shares; 2025Q3: 154 shares; 2025Q4: 154 shares 154 $27.9K 0.02% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 171 shares; 2025Q1: 173 shares; 2025Q2: 178 shares; 2025Q3: 25 shares; 2025Q4: 26 shares 26 $27.8K 0.02% +1 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 495 shares; 2025Q1: 1,424 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 495 shares 495 $27.2K 0.02% 0 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,476 shares; 2025Q1: 93 shares; 2025Q2: 452 shares; 2025Q3: 395 shares; 2025Q4: 395 shares 395 $25.7K 0.02% 0 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: not loaded; 2024Q4: 1,539 shares; 2025Q1: 1,047 shares; 2025Q2: 1,403 shares; 2025Q3: 457 shares; 2025Q4: 476 shares 476 $25.6K 0.02% +19 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 226 shares; 2025Q1: 261 shares; 2025Q2: 238 shares; 2025Q3: 186 shares; 2025Q4: 186 shares 186 $24.3K 0.02% 0 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,348 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares 2,280 $24.1K 0.02% 0 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 680 shares 680 $23.7K 0.02% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 459 shares; 2025Q1: 417 shares; 2025Q2: 372 shares; 2025Q3: 150 shares; 2025Q4: 161 shares 161 $23.1K 0.01% +11 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40 shares; 2025Q1: 14 shares; 2025Q2: 41 shares; 2025Q3: 40 shares; 2025Q4: 40 shares 40 $22.7K 0.01% 0 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,572 shares; 2025Q1: 12 shares; 2025Q2: 11,441 shares; 2025Q3: 11,368 shares; 2025Q4: 699 shares 699 $21.6K 0.01% -10,669 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,994 shares; 2025Q1: 7,989 shares; 2025Q2: 7,109 shares; 2025Q3: 411 shares; 2025Q4: 468 shares 468 $21.6K 0.01% +57 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 927 shares; 2025Q1: 62 shares; 2025Q2: 927 shares; 2025Q3: 482 shares; 2025Q4: 651 shares 651 $21.3K 0.01% +169 Timeline MPV BARINGS PARTN INVS More: the full row for BARINGS PARTN INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,783 shares; 2025Q3: 20,238 shares; 2025Q4: 1,324 shares 1,324 $21K 0.01% -18,914 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,251 shares; 2025Q1: 162 shares; 2025Q2: 1,142 shares; 2025Q3: 1,142 shares; 2025Q4: 1,142 shares 1,142 $20.6K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 155 shares; 2025Q1: 206 shares; 2025Q2: 250 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $20.6K 0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 804 shares; 2025Q1: 869 shares; 2025Q2: 798 shares; 2025Q3: 200 shares; 2025Q4: 207 shares 207 $19.3K 0.01% +7 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,391 shares; 2025Q1: 1,365 shares; 2025Q2: 1,322 shares; 2025Q3: not reported; 2025Q4: 29 shares 29 $19.1K 0.01% new Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 7 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $18.8K 0.01% 0 Timeline BJUN 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 loaded; 2024Q4: 27,544 shares; 2025Q1: 935 shares; 2025Q2: 2,955 shares; 2025Q3: 446 shares; 2025Q4: 398 shares 398 $18.6K 0.01% -48 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,059 shares; 2025Q1: 1,823 shares; 2025Q2: 1,610 shares; 2025Q3: not reported; 2025Q4: 52 shares 52 $18K 0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 262 shares; 2025Q1: 227 shares; 2025Q2: 262 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $17.5K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 677 shares; 2025Q1: 249 shares; 2025Q2: 1,230 shares; 2025Q3: 400 shares; 2025Q4: 436 shares 436 $17.5K 0.01% +36 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 249 shares; 2025Q3: 249 shares; 2025Q4: 249 shares 249 $17.3K 0.01% 0 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 267 shares; 2025Q4: 525 shares 525 $17.1K 0.01% +258 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 294 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares 53 $16.7K 0.01% 0 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 loaded; 2024Q4: 2,632 shares; 2025Q1: 76 shares; 2025Q2: 1,632 shares; 2025Q3: 1,590 shares; 2025Q4: 1,590 shares 1,590 $16.6K 0.01% 0 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,211 shares; 2025Q1: 24,103 shares; 2025Q2: 1,053 shares; 2025Q3: 1,053 shares; 2025Q4: 1,053 shares 1,053 $16.1K 0.01% 0 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 loaded; 2024Q4: 1,260 shares; 2025Q1: 554 shares; 2025Q2: 1,146 shares; 2025Q3: 510 shares; 2025Q4: 531 shares 531 $15.9K 0.01% +21 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 48 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $15.9K 0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,927 shares; 2025Q1: 2,953 shares; 2025Q2: 24,783 shares; 2025Q3: 585 shares; 2025Q4: 556 shares 556 $15K 0.01% -29 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,450 shares; 2025Q1: 3 shares; 2025Q2: 3,450 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $14.4K 0.01% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 199 shares; 2025Q1: 132 shares; 2025Q2: 189 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125 $14K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70 shares; 2025Q1: 46 shares; 2025Q2: 61 shares; 2025Q3: 44 shares; 2025Q4: 44 shares 44 $12.9K 0.01% 0 Timeline KJUL 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 loaded; 2024Q4: 393 shares; 2025Q1: 2,064 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 393 shares 393 $12.5K 0.01% 0 Timeline HEEM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,326 shares; 2025Q1: 580 shares; 2025Q2: 14,628 shares; 2025Q3: 14,574 shares; 2025Q4: 358 shares 358 $12.4K 0.01% -14,216 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90 shares; 2025Q1: 598 shares; 2025Q2: 5,218 shares; 2025Q3: not reported; 2025Q4: 108 shares 108 $12.2K 0.01% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,275 shares; 2025Q1: 65,913 shares; 2025Q2: 10,198 shares; 2025Q3: 442 shares; 2025Q4: 421 shares 421 $12K 0.01% -21 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,831 shares; 2025Q1: 165 shares; 2025Q2: 20,495 shares; 2025Q3: 20,380 shares; 2025Q4: 505 shares 505 $11.9K 0.01% -19,875 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 loaded; 2024Q4: 640 shares; 2025Q1: 590 shares; 2025Q2: 559 shares; 2025Q3: 408 shares; 2025Q4: 408 shares 408 $11.8K 0.01% 0 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 loaded; 2024Q4: 150 shares; 2025Q1: 3 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $10.9K 0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 863 shares; 2025Q1: 632 shares; 2025Q2: 780 shares; 2025Q3: not reported; 2025Q4: 29 shares 29 $10.7K 0.01% new Timeline SEIS SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 430 shares; 2025Q2: 137 shares; 2025Q3: 276 shares; 2025Q4: 368 shares 368 $10.3K 0.01% +92 Timeline QALT SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 405 shares 405 $10.1K 0.01% new Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 679 shares 679 $9.74K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 642 shares; 2025Q1: 704 shares; 2025Q2: 556 shares; 2025Q3: 95 shares; 2025Q4: 102 shares 102 $9.55K 0.01% +7 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,497 shares; 2025Q1: 1,617 shares; 2025Q2: 1,579 shares; 2025Q3: not reported; 2025Q4: 66 shares 66 $9.1K 0.01% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 584 shares; 2025Q1: 483 shares; 2025Q2: 641 shares; 2025Q3: 58 shares; 2025Q4: 72 shares 72 $9.02K 0.01% +14 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 206 shares; 2025Q1: 3,484 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares 206 $8.91K 0.01% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,079 shares; 2025Q1: 6,895 shares; 2025Q2: 3,724 shares; 2025Q3: not reported; 2025Q4: 65 shares 65 $8.29K 0.01% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 326 shares; 2025Q1: 155 shares; 2025Q2: 318 shares; 2025Q3: not reported; 2025Q4: 32 shares 32 $8.22K 0.01% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 107 shares; 2025Q1: 195 shares; 2025Q2: 107 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $7.97K 0.01% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 244 shares; 2025Q1: 359 shares; 2025Q2: 263 shares; 2025Q3: not reported; 2025Q4: 9 shares 9 $7.76K <0.01% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,108 shares; 2025Q1: 1,489 shares; 2025Q2: 1,043 shares; 2025Q3: not reported; 2025Q4: 25 shares 25 $7.7K <0.01% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 298 shares; 2025Q1: 577 shares; 2025Q2: 518 shares; 2025Q3: not reported; 2025Q4: 13 shares 13 $7.55K <0.01% new 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: not loaded; 2024Q4: 3,907 shares; 2025Q1: 3,718 shares; 2025Q2: 3,583 shares; 2025Q3: not reported; 2025Q4: 80 shares 80 $7.35K <0.01% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,214 shares; 2025Q1: 9,038 shares; 2025Q2: 8,604 shares; 2025Q3: not reported; 2025Q4: 439 shares 439 $7.07K <0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 293 shares; 2025Q1: 151 shares; 2025Q2: 293 shares; 2025Q3: 105 shares; 2025Q4: 63 shares 63 $7.07K <0.01% -42 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 376 shares; 2025Q1: 411 shares; 2025Q2: 315 shares; 2025Q3: not reported; 2025Q4: 12 shares 12 $6.85K <0.01% new Timeline SEEM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109 shares; 2025Q4: 216 shares 216 $6.72K <0.01% +107 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 880 shares; 2025Q1: 1,064 shares; 2025Q2: 80 shares; 2025Q3: 75 shares; 2025Q4: 75 shares 75 $6.41K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 254 shares; 2025Q1: 238 shares; 2025Q2: 213 shares; 2025Q3: not reported; 2025Q4: 40 shares 40 $6.13K <0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53 shares; 2025Q1: 182 shares; 2025Q2: 1,096 shares; 2025Q3: not reported; 2025Q4: 37 shares 37 $5.96K <0.01% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 792 shares; 2025Q1: 944 shares; 2025Q2: 358 shares; 2025Q3: not reported; 2025Q4: 9 shares 9 $5.88K <0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,703 shares; 2025Q1: 2,495 shares; 2025Q2: 2,660 shares; 2025Q3: not reported; 2025Q4: 103 shares 103 $5.83K <0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67 shares; 2025Q1: 125 shares; 2025Q2: 72 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $5.7K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 860 shares; 2025Q1: 1,013 shares; 2025Q2: 824 shares; 2025Q3: not reported; 2025Q4: 21 shares 21 $5.43K <0.01% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 512 shares; 2025Q1: 477 shares; 2025Q2: 495 shares; 2025Q3: not reported; 2025Q4: 15 shares 15 $5.36K <0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 103 shares; 2025Q1: 201 shares; 2025Q2: 66 shares; 2025Q3: not reported; 2025Q4: 11 shares 11 $5.13K <0.01% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 516 shares; 2025Q1: 528 shares; 2025Q2: 310 shares; 2025Q3: not reported; 2025Q4: 9 shares 9 $5.1K <0.01% new Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 216 shares; 2025Q1: 186 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 235 shares 235 $5.09K <0.01% +10 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,995 shares; 2025Q1: 3,517 shares; 2025Q2: 6,223 shares; 2025Q3: not reported; 2025Q4: 300 shares 300 $5.02K <0.01% new 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 loaded; 2024Q4: 2,118 shares; 2025Q1: 2,158 shares; 2025Q2: 145 shares; 2025Q3: 40 shares; 2025Q4: 50 shares 50 $4.99K <0.01% +10 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 437 shares; 2025Q1: 807 shares; 2025Q2: 399 shares; 2025Q3: not reported; 2025Q4: 6 shares 6 $4.92K <0.01% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,003 shares; 2025Q1: 23,205 shares; 2025Q2: 8,174 shares; 2025Q3: not reported; 2025Q4: 173 shares 173 $4.4K <0.01% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,580 shares; 2025Q1: 1,379 shares; 2025Q2: 1,032 shares; 2025Q3: not reported; 2025Q4: 41 shares 41 $4.32K <0.01% new Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 901 shares; 2025Q1: 739 shares; 2025Q2: 815 shares; 2025Q3: not reported; 2025Q4: 45 shares 45 $4.26K <0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 130 shares; 2025Q1: 223 shares; 2025Q2: 143 shares; 2025Q3: not reported; 2025Q4: 2 shares 2 $4.03K <0.01% new Timeline EIC EAGLE POINT INCOME CO More: the full row for EAGLE POINT INCOME CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 160,870 shares; 2025Q3: 159,762 shares; 2025Q4: 334 shares 334 $3.81K <0.01% -159,428 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,881 shares; 2025Q1: 1,195 shares; 2025Q2: 149 shares; 2025Q3: not reported; 2025Q4: 28 shares 28 $3.81K <0.01% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 156 shares; 2025Q1: 221 shares; 2025Q2: 407 shares; 2025Q3: not reported; 2025Q4: 8 shares 8 $3.75K <0.01% new Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,467 shares; 2025Q1: 5,919 shares; 2025Q2: 6,042 shares; 2025Q3: not reported; 2025Q4: 125 shares 125 $3.73K <0.01% new Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 359 shares; 2025Q1: 19 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 209 shares 209 $3.71K <0.01% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 345 shares; 2025Q1: 297 shares; 2025Q2: 329 shares; 2025Q3: not reported; 2025Q4: 14 shares 14 $3.53K <0.01% 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 loaded; 2024Q4: 416 shares; 2025Q1: 2 shares; 2025Q2: 130 shares; 2025Q3: not reported; 2025Q4: 19 shares 19 $3.5K <0.01% new 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 loaded; 2024Q4: 22 shares; 2025Q1: 39 shares; 2025Q2: 22 shares; 2025Q3: not reported; 2025Q4: 20 shares 20 $3.44K <0.01% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 99 shares; 2025Q1: 436 shares; 2025Q2: 117 shares; 2025Q3: not reported; 2025Q4: 6 shares 6 $3.44K <0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,050 shares; 2025Q1: 995 shares; 2025Q2: 989 shares; 2025Q3: not reported; 2025Q4: 36 shares 36 $3.43K <0.01% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,498 shares; 2025Q1: 3,019 shares; 2025Q2: 3,558 shares; 2025Q3: not reported; 2025Q4: 121 shares 121 $3.39K <0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 334 shares; 2025Q1: 584 shares; 2025Q2: 589 shares; 2025Q3: not reported; 2025Q4: 7 shares 7 $3.17K <0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 206 shares; 2025Q1: 389 shares; 2025Q2: 1,560 shares; 2025Q3: not reported; 2025Q4: 94 shares 94 $2.87K <0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 312 shares; 2025Q1: 471 shares; 2025Q2: 545 shares; 2025Q3: not reported; 2025Q4: 13 shares 13 $2.85K <0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 522 shares; 2025Q1: 460 shares; 2025Q2: 425 shares; 2025Q3: not reported; 2025Q4: 9 shares 9 $2.81K <0.01% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 41,612 shares; 2025Q2: 818 shares; 2025Q3: not reported; 2025Q4: 21 shares 21 $2.75K <0.01% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,308 shares; 2025Q1: 118 shares; 2025Q2: 1,330 shares; 2025Q3: not reported; 2025Q4: 49 shares 49 $2.69K <0.01% new Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 311 shares; 2025Q1: 411 shares; 2025Q2: 301 shares; 2025Q3: not reported; 2025Q4: 92 shares 92 $2.67K <0.01% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 955 shares; 2025Q1: 854 shares; 2025Q2: 890 shares; 2025Q3: not reported; 2025Q4: 15 shares 15 $2.63K <0.01% new Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,160 shares; 2025Q1: 1,516 shares; 2025Q2: 2,108 shares; 2025Q3: not reported; 2025Q4: 97 shares 97 $2.63K <0.01% new Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 157 shares; 2025Q1: 219 shares; 2025Q2: 96 shares; 2025Q3: 70 shares; 2025Q4: 70 shares 70 $2.6K <0.01% 0 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 764 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 176 shares 176 $2.5K <0.01% +34 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: 35 shares 35 $2.44K <0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 270 shares; 2025Q1: 3,283 shares; 2025Q2: 402 shares; 2025Q3: not reported; 2025Q4: 15 shares 15 $2.39K <0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 265 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: not reported; 2025Q4: 29 shares 29 $2.36K <0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,657 shares; 2025Q1: 2,218 shares; 2025Q2: 791 shares; 2025Q3: not reported; 2025Q4: 32 shares 32 $2.36K <0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,236 shares; 2025Q1: 1,226 shares; 2025Q2: 844 shares; 2025Q3: not reported; 2025Q4: 29 shares 29 $2.32K <0.01% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 712 shares; 2025Q1: 542 shares; 2025Q2: 841 shares; 2025Q3: not reported; 2025Q4: 36 shares 36 $2.31K <0.01% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75 shares; 2025Q1: 23 shares; 2025Q2: 75 shares; 2025Q3: not reported; 2025Q4: 16 shares 16 $2.3K <0.01% new Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 263 shares; 2025Q1: 282 shares; 2025Q2: 691 shares; 2025Q3: not reported; 2025Q4: 6 shares 6 $2.25K <0.01% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52 shares; 2025Q1: 65 shares; 2025Q2: 78 shares; 2025Q3: not reported; 2025Q4: 11 shares 11 $2.19K <0.01% new Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 676 shares; 2025Q1: 778 shares; 2025Q2: 705 shares; 2025Q3: not reported; 2025Q4: 24 shares 24 $2.18K <0.01% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,630 shares; 2025Q1: 2,303 shares; 2025Q2: 2,586 shares; 2025Q3: not reported; 2025Q4: 123 shares 123 $2.15K <0.01% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,127 shares; 2025Q1: 1,973 shares; 2025Q2: 2,875 shares; 2025Q3: not reported; 2025Q4: 177 shares 177 $2.1K <0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 608 shares; 2025Q1: 544 shares; 2025Q2: 608 shares; 2025Q3: not reported; 2025Q4: 6 shares 6 $2.03K <0.01% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 763 shares; 2025Q1: 1,701 shares; 2025Q2: 2,059 shares; 2025Q3: not reported; 2025Q4: 24 shares 24 $2.01K <0.01% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 78 shares; 2025Q1: 1,090 shares; 2025Q2: 163 shares; 2025Q3: not reported; 2025Q4: 8 shares 8 $1.94K <0.01% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 806 shares; 2025Q1: 729 shares; 2025Q2: 792 shares; 2025Q3: not reported; 2025Q4: 8 shares 8 $1.93K <0.01% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23 shares; 2025Q1: 143 shares; 2025Q2: 23 shares; 2025Q3: not reported; 2025Q4: 12 shares 12 $1.93K <0.01% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41 shares; 2025Q1: 6 shares; 2025Q2: 41 shares; 2025Q3: not reported; 2025Q4: 14 shares 14 $1.89K <0.01% new 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: not loaded; 2024Q4: 143 shares; 2025Q1: 128 shares; 2025Q2: 145 shares; 2025Q3: not reported; 2025Q4: 6 shares 6 $1.87K <0.01% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 742 shares; 2025Q1: 159 shares; 2025Q2: 840 shares; 2025Q3: 133 shares; 2025Q4: 133 shares 133 $1.76K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,579 shares; 2025Q1: 1,359 shares; 2025Q2: 1,606 shares; 2025Q3: not reported; 2025Q4: 36 shares 36 $1.75K <0.01% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47 shares; 2025Q1: 143 shares; 2025Q2: 1,345 shares; 2025Q3: not reported; 2025Q4: 19 shares 19 $1.73K <0.01% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60 shares; 2025Q1: 56 shares; 2025Q2: 60 shares; 2025Q3: not reported; 2025Q4: 8 shares 8 $1.7K <0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 112 shares; 2025Q1: 33 shares; 2025Q2: 20 shares; 2025Q3: not reported; 2025Q4: 1 shares 1 $1.69K <0.01% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 396 shares; 2025Q1: 1,066 shares; 2025Q2: 381 shares; 2025Q3: not reported; 2025Q4: 5 shares 5 $1.64K <0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 110 shares; 2025Q1: 8 shares; 2025Q2: 103 shares; 2025Q3: not reported; 2025Q4: 10 shares 10 $1.63K <0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31 shares; 2025Q1: 89 shares; 2025Q2: 40 shares; 2025Q3: not reported; 2025Q4: 11 shares 11 $1.58K <0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,346 shares; 2025Q1: 60,131 shares; 2025Q2: 1,196 shares; 2025Q3: not reported; 2025Q4: 32 shares 32 $1.57K <0.01% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 197 shares; 2025Q1: 182 shares; 2025Q2: 188 shares; 2025Q3: not reported; 2025Q4: 3 shares 3 $1.57K <0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48 shares; 2025Q1: 2,846 shares; 2025Q2: 48 shares; 2025Q3: not reported; 2025Q4: 11 shares 11 $1.57K <0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 126 shares; 2025Q1: 155 shares; 2025Q2: 161 shares; 2025Q3: not reported; 2025Q4: 9 shares 9 $1.56K <0.01% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,623 shares; 2025Q1: 1,486 shares; 2025Q2: 1,719 shares; 2025Q3: not reported; 2025Q4: 38 shares 38 $1.54K <0.01% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 155 shares; 2025Q1: 264 shares; 2025Q2: 123 shares; 2025Q3: not reported; 2025Q4: 3 shares 3 $1.53K <0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 276 shares; 2025Q1: 136 shares; 2025Q2: 949 shares; 2025Q3: not reported; 2025Q4: 20 shares 20 $1.53K <0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 316 shares; 2025Q1: 43,839 shares; 2025Q2: 280 shares; 2025Q3: not reported; 2025Q4: 8 shares 8 $1.5K <0.01% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 505 shares; 2025Q1: 435 shares; 2025Q2: 508 shares; 2025Q3: not reported; 2025Q4: 8 shares 8 $1.48K <0.01% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 196 shares; 2025Q1: 283 shares; 2025Q2: 244 shares; 2025Q3: not reported; 2025Q4: 4 shares 4 $1.48K <0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 900 shares; 2025Q1: 506 shares; 2025Q2: 477 shares; 2025Q3: not reported; 2025Q4: 18 shares 18 $1.47K <0.01% new 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: not loaded; 2024Q4: 143 shares; 2025Q1: 147 shares; 2025Q2: 138 shares; 2025Q3: not reported; 2025Q4: 9 shares 9 $1.46K <0.01% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,154 shares; 2025Q1: 282,043 shares; 2025Q2: 1,088 shares; 2025Q3: not reported; 2025Q4: 8 shares 8 $1.42K <0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68 shares; 2025Q1: 27 shares; 2025Q2: 82 shares; 2025Q3: not reported; 2025Q4: 3 shares 3 $1.41K <0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,115 shares; 2025Q1: 1,964 shares; 2025Q2: 2,262 shares; 2025Q3: not reported; 2025Q4: 21 shares 21 $1.41K <0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: not reported; 2025Q4: 11 shares 11 $1.41K <0.01% new Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,200 shares; 2025Q1: 3 shares; 2025Q2: 2,200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $1.4K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 83 shares; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: 7 shares 7 $1.37K <0.01% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 104 shares; 2025Q1: 136 shares; 2025Q2: 107 shares; 2025Q3: not reported; 2025Q4: 7 shares 7 $1.37K <0.01% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: 71 shares; 2025Q2: 20 shares; 2025Q3: not reported; 2025Q4: 3 shares 3 $1.36K <0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 337 shares; 2025Q1: 68 shares; 2025Q2: 228 shares; 2025Q3: not reported; 2025Q4: 10 shares 10 $1.36K <0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 814 shares; 2025Q1: 37 shares; 2025Q2: 723 shares; 2025Q3: not reported; 2025Q4: 10 shares 10 $1.35K <0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 98 shares; 2025Q1: 103 shares; 2025Q2: 101 shares; 2025Q3: not reported; 2025Q4: 4 shares 4 $1.35K <0.01% new Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23 shares; 2025Q1: 114 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares 23 $1.33K <0.01% 0 Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24 shares; 2025Q1: 1,000 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares 24 $1.31K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105 shares; 2025Q1: 236 shares; 2025Q2: 235 shares; 2025Q3: not reported; 2025Q4: 13 shares 13 $1.3K <0.01% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 188 shares; 2025Q1: 196 shares; 2025Q2: 195 shares; 2025Q3: not reported; 2025Q4: 5 shares 5 $1.29K <0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 158 shares; 2025Q1: 105 shares; 2025Q2: 126 shares; 2025Q3: not reported; 2025Q4: 5 shares 5 $1.23K <0.01% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 13 shares; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: 2 shares 2 $1.21K <0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 93 shares; 2025Q1: 84 shares; 2025Q2: 96 shares; 2025Q3: not reported; 2025Q4: 18 shares 18 $1.21K <0.01% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38 shares; 2025Q1: 128 shares; 2025Q2: 58 shares; 2025Q3: not reported; 2025Q4: 15 shares 15 $1.19K <0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30 shares; 2025Q1: 108 shares; 2025Q2: 30 shares; 2025Q3: not reported; 2025Q4: 7 shares 7 $1.17K <0.01% new 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: not loaded; 2024Q4: 122 shares; 2025Q1: 19 shares; 2025Q2: 74 shares; 2025Q3: not reported; 2025Q4: 3 shares 3 $1.15K <0.01% new Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88 shares; 2025Q1: 27 shares; 2025Q2: 88 shares; 2025Q3: not reported; 2025Q4: 14 shares 14 $1.13K <0.01% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 136 shares; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 5 shares 5 $1.12K <0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 162 shares; 2025Q1: 60 shares; 2025Q2: 136 shares; 2025Q3: not reported; 2025Q4: 8 shares 8 $1.1K <0.01% new Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 369 shares; 2025Q1: 11,055 shares; 2025Q2: 422 shares; 2025Q3: not reported; 2025Q4: 14 shares 14 $1.1K <0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51 shares; 2025Q1: 60 shares; 2025Q2: 49 shares; 2025Q3: not reported; 2025Q4: 4 shares 4 $1.1K <0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 198 shares; 2025Q1: 65 shares; 2025Q2: 101 shares; 2025Q3: not reported; 2025Q4: 7 shares 7 $1.1K <0.01% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 184 shares; 2025Q1: 1,153 shares; 2025Q2: 184 shares; 2025Q3: not reported; 2025Q4: 13 shares 13 $1.09K <0.01% new Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 56 shares; 2025Q2: 13 shares; 2025Q3: not reported; 2025Q4: 13 shares 13 $1.09K <0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 158 shares; 2025Q1: 145 shares; 2025Q2: 161 shares; 2025Q3: not reported; 2025Q4: 4 shares 4 $1.09K <0.01% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65 shares; 2025Q1: 251 shares; 2025Q2: 68 shares; 2025Q3: not reported; 2025Q4: 8 shares 8 $1.09K <0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 846 shares; 2025Q1: 1,622 shares; 2025Q2: 852 shares; 2025Q3: not reported; 2025Q4: 6 shares 6 $1.08K <0.01% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 29 shares; 2025Q3: not reported; 2025Q4: 1 shares 1 $1.07K <0.01% new Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34 shares; 2025Q1: 61 shares; 2025Q2: 34 shares; 2025Q3: not reported; 2025Q4: 12 shares 12 $1.06K <0.01% new 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: not loaded; 2024Q4: 69 shares; 2025Q1: 26 shares; 2025Q2: 70 shares; 2025Q3: not reported; 2025Q4: 4 shares 4 $1.05K <0.01% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,027 shares; 2025Q1: 760 shares; 2025Q2: 929 shares; 2025Q3: not reported; 2025Q4: 8 shares 8 $1.05K <0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 221 shares; 2025Q1: 108 shares; 2025Q2: 226 shares; 2025Q3: not reported; 2025Q4: 38 shares 38 $1.03K <0.01% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 476 shares; 2025Q1: 4 shares; 2025Q2: 194 shares; 2025Q3: not reported; 2025Q4: 12 shares 12 $1.02K <0.01% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: 3 shares; 2025Q2: 16 shares; 2025Q3: 1 shares; 2025Q4: 3 shares 3 $1.02K <0.01% +2 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 616 shares; 2025Q1: 611 shares; 2025Q2: 444 shares; 2025Q3: not reported; 2025Q4: 5 shares 5 $1.02K <0.01% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 57 shares; 2025Q2: 13 shares; 2025Q3: not reported; 2025Q4: 4 shares 4 $1K <0.01% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 441 shares; 2025Q1: 465 shares; 2025Q2: 468 shares; 2025Q3: not reported; 2025Q4: 12 shares 12 $984 <0.01% new Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: 18 shares; 2025Q2: 20 shares; 2025Q3: not reported; 2025Q4: 7 shares 7 $982 <0.01% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60 shares; 2025Q1: 260 shares; 2025Q2: 60 shares; 2025Q3: not reported; 2025Q4: 6 shares 6 $980 <0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 249 shares; 2025Q1: 2 shares; 2025Q2: 230 shares; 2025Q3: not reported; 2025Q4: 12 shares 12 $964 <0.01% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,384 shares; 2025Q1: 870 shares; 2025Q2: 1,126 shares; 2025Q3: not reported; 2025Q4: 34 shares 34 $956 <0.01% new Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,797 shares; 2025Q1: 19 shares; 2025Q2: 1,551 shares; 2025Q3: not reported; 2025Q4: 60 shares 60 $935 <0.01% new Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,090 shares; 2025Q1: 22 shares; 2025Q2: 194 shares; 2025Q3: not reported; 2025Q4: 11 shares 11 $928 <0.01% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21 shares; 2025Q1: 375 shares; 2025Q2: 21 shares; 2025Q3: not reported; 2025Q4: 7 shares 7 $927 <0.01% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69 shares; 2025Q1: 72 shares; 2025Q2: 70 shares; 2025Q3: not reported; 2025Q4: 9 shares 9 $899 <0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,194 shares; 2025Q1: 872 shares; 2025Q2: 1,369 shares; 2025Q3: not reported; 2025Q4: 14 shares 14 $892 <0.01% new Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34 shares; 2025Q1: 80 shares; 2025Q2: 56 shares; 2025Q3: not reported; 2025Q4: 2 shares 2 $892 <0.01% new ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 110 shares; 2025Q1: 36 shares; 2025Q2: 116 shares; 2025Q3: not reported; 2025Q4: 7 shares 7 $881 <0.01% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 16 shares; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: 7 shares 7 $861 <0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 477 shares; 2025Q1: 517 shares; 2025Q2: 446 shares; 2025Q3: not reported; 2025Q4: 4 shares 4 $856 <0.01% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 509 shares; 2025Q1: 491 shares; 2025Q2: 453 shares; 2025Q3: not reported; 2025Q4: 2 shares 2 $853 <0.01% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 4 shares; 2025Q2: 13 shares; 2025Q3: not reported; 2025Q4: 13 shares 13 $845 <0.01% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54 shares; 2025Q1: 8 shares; 2025Q2: 54 shares; 2025Q3: not reported; 2025Q4: 8 shares 8 $844 <0.01% new Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38 shares; 2025Q1: 172 shares; 2025Q2: 34 shares; 2025Q3: not reported; 2025Q4: 11 shares 11 $819 <0.01% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 23 shares; 2025Q2: 18 shares; 2025Q3: not reported; 2025Q4: 2 shares 2 $803 <0.01% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 102 shares; 2025Q1: 132 shares; 2025Q2: 92 shares; 2025Q3: not reported; 2025Q4: 11 shares 11 $769 <0.01% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 225 shares; 2025Q1: 185 shares; 2025Q2: 217 shares; 2025Q3: not reported; 2025Q4: 12 shares 12 $765 <0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,114 shares; 2025Q1: 200 shares; 2025Q2: 242 shares; 2025Q3: not reported; 2025Q4: 11 shares 11 $763 <0.01% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 128 shares; 2025Q1: 43 shares; 2025Q2: 128 shares; 2025Q3: not reported; 2025Q4: 9 shares 9 $755 <0.01% new 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: not loaded; 2024Q4: 172 shares; 2025Q1: 131 shares; 2025Q2: 178 shares; 2025Q3: not reported; 2025Q4: 3 shares 3 $741 <0.01% new 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 loaded; 2024Q4: 376 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: not reported; 2025Q4: 6 shares 6 $736 <0.01% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 167 shares; 2025Q1: 3 shares; 2025Q2: 105 shares; 2025Q3: not reported; 2025Q4: 38 shares 38 $736 <0.01% new Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 149 shares; 2025Q1: 51 shares; 2025Q2: 149 shares; 2025Q3: not reported; 2025Q4: 22 shares 22 $732 <0.01% new Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67 shares; 2025Q1: 80 shares; 2025Q2: 68 shares; 2025Q3: not reported; 2025Q4: 2 shares 2 $679 <0.01% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: 3 shares 3 $675 <0.01% 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: not loaded; 2024Q4: 121 shares; 2025Q1: 19 shares; 2025Q2: 126 shares; 2025Q3: not reported; 2025Q4: 18 shares 18 $659 <0.01% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 459 shares; 2025Q1: 259 shares; 2025Q2: 549 shares; 2025Q3: not reported; 2025Q4: 18 shares 18 $658 <0.01% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 35 shares; 2025Q2: 22 shares; 2025Q3: not reported; 2025Q4: 12 shares 12 $655 <0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: not reported; 2025Q4: 8 shares 8 $646 <0.01% new 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: not loaded; 2024Q4: 206 shares; 2025Q1: 15 shares; 2025Q2: 170 shares; 2025Q3: not reported; 2025Q4: 36 shares 36 $625 <0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 102 shares; 2025Q1: 139 shares; 2025Q2: 104 shares; 2025Q3: not reported; 2025Q4: 3 shares 3 $609 <0.01% new Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44 shares; 2025Q1: 71 shares; 2025Q2: 44 shares; 2025Q3: not reported; 2025Q4: 7 shares 7 $609 <0.01% new Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40 shares; 2025Q1: 244 shares; 2025Q2: 40 shares; 2025Q3: not reported; 2025Q4: 40 shares 40 $602 <0.01% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 137 shares; 2025Q1: 37 shares; 2025Q2: 110 shares; 2025Q3: not reported; 2025Q4: 13 shares 13 $582 <0.01% new Timeline 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: not loaded; 2024Q4: 47 shares; 2025Q1: 98 shares; 2025Q2: 47 shares; 2025Q3: not reported; 2025Q4: 25 shares 25 $582 <0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: 7 shares; 2025Q2: 20 shares; 2025Q3: not reported; 2025Q4: 2 shares 2 $570 <0.01% new Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,828 shares; 2025Q1: 2,194 shares; 2025Q2: 2,167 shares; 2025Q3: not reported; 2025Q4: 164 shares 164 $546 <0.01% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 306 shares; 2025Q1: 618 shares; 2025Q2: 314 shares; 2025Q3: not reported; 2025Q4: 2 shares 2 $542 <0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 124 shares; 2025Q1: 20 shares; 2025Q2: 66 shares; 2025Q3: not reported; 2025Q4: 4 shares 4 $531 <0.01% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 116 shares; 2025Q1: 264 shares; 2025Q2: 138 shares; 2025Q3: not reported; 2025Q4: 8 shares 8 $531 <0.01% new Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 449 shares; 2025Q1: 125 shares; 2025Q2: 601 shares; 2025Q3: not reported; 2025Q4: 9 shares 9 $528 <0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23 shares; 2025Q1: 170 shares; 2025Q2: 19 shares; 2025Q3: not reported; 2025Q4: 2 shares 2 $512 <0.01% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 623 shares; 2025Q1: 23,076 shares; 2025Q2: 471 shares; 2025Q3: not reported; 2025Q4: 5 shares 5 $500 <0.01% new Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 192 shares; 2025Q3: not reported; 2025Q4: 9 shares 9 $499 <0.01% new Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 243 shares; 2025Q2: 1,093 shares; 2025Q3: not reported; 2025Q4: 14 shares 14 $496 <0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 119 shares; 2025Q1: 69 shares; 2025Q2: 152 shares; 2025Q3: not reported; 2025Q4: 3 shares 3 $488 <0.01% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54 shares; 2025Q1: 10 shares; 2025Q2: 44 shares; 2025Q3: not reported; 2025Q4: 3 shares 3 $486 <0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 417 shares; 2025Q1: 250 shares; 2025Q2: 417 shares; 2025Q3: not reported; 2025Q4: 95 shares 95 $475 <0.01% new Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68,753 shares; 2025Q1: 3 shares; 2025Q2: 63,341 shares; 2025Q3: 42,042 shares; 2025Q4: 39 shares 39 $446 <0.01% -42,003 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40 shares; 2025Q1: 50 shares; 2025Q2: 41 shares; 2025Q3: not reported; 2025Q4: 1 shares 1 $444 <0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 15 shares; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 4 shares 4 $437 <0.01% new Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,896 shares; 2025Q1: 1,092 shares; 2025Q2: 1,469 shares; 2025Q3: not reported; 2025Q4: 14 shares 14 $436 <0.01% new Timeline RYAM RAYONIER ADVANCED MATLS INC More: the full row for RAYONIER ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72 shares; 2025Q1: 225 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares 72 $424 <0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33 shares; 2025Q1: 14,682 shares; 2025Q2: 25 shares; 2025Q3: not reported; 2025Q4: 2 shares 2 $416 <0.01% new Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 833 shares; 2025Q1: 36 shares; 2025Q2: 31 shares; 2025Q3: not reported; 2025Q4: 17 shares 17 $405 <0.01% new Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21 shares 21 $405 <0.01% new Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 362 shares; 2025Q1: 79 shares; 2025Q2: 87 shares; 2025Q3: not reported; 2025Q4: 17 shares 17 $401 <0.01% new 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 loaded; 2024Q4: 12 shares; 2025Q1: 67 shares; 2025Q2: 253 shares; 2025Q3: not reported; 2025Q4: 2 shares 2 $394 <0.01% new Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,082 shares; 2025Q1: 684 shares; 2025Q2: 1,026 shares; 2025Q3: not reported; 2025Q4: 10 shares 10 $387 <0.01% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 123 shares; 2025Q1: 104 shares; 2025Q2: 89 shares; 2025Q3: not reported; 2025Q4: 2 shares 2 $371 <0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60 shares; 2025Q1: 40 shares; 2025Q2: 73 shares; 2025Q3: not reported; 2025Q4: 2 shares 2 $351 <0.01% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 495 shares; 2025Q1: 614 shares; 2025Q2: 607 shares; 2025Q3: not reported; 2025Q4: 2 shares 2 $333 <0.01% new Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 7 shares; 2025Q2: 13 shares; 2025Q3: not reported; 2025Q4: 13 shares 13 $333 <0.01% new 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 loaded; 2024Q4: 598 shares; 2025Q1: 56 shares; 2025Q2: 614 shares; 2025Q3: 12 shares; 2025Q4: 12 shares 12 $330 <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 309 shares; 2025Q1: 332 shares; 2025Q2: 196 shares; 2025Q3: not reported; 2025Q4: 8 shares 8 $322 <0.01% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 408 shares; 2025Q1: 17,024 shares; 2025Q2: 212 shares; 2025Q3: not reported; 2025Q4: 1 shares 1 $319 <0.01% new Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 411 shares; 2025Q1: 319 shares; 2025Q2: 456 shares; 2025Q3: not reported; 2025Q4: 3 shares 3 $309 <0.01% new Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 354 shares; 2025Q1: 93 shares; 2025Q2: 68 shares; 2025Q3: not reported; 2025Q4: 5 shares 5 $304 <0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,364 shares; 2025Q1: 3,030 shares; 2025Q2: 484 shares; 2025Q3: not reported; 2025Q4: 5 shares 5 $302 <0.01% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: 35 shares; 2025Q2: 27 shares; 2025Q3: not reported; 2025Q4: 1 shares 1 $289 <0.01% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 409 shares; 2025Q1: 11 shares; 2025Q2: 81 shares; 2025Q3: not reported; 2025Q4: 5 shares 5 $276 <0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 83 shares; 2025Q1: 35 shares; 2025Q2: 37 shares; 2025Q3: not reported; 2025Q4: 3 shares 3 $270 <0.01% new Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 15 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares 7 $267 <0.01% 0 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 763 shares; 2025Q1: 19,425 shares; 2025Q2: 716 shares; 2025Q3: not reported; 2025Q4: 2 shares 2 $248 <0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 261 shares; 2025Q1: 197 shares; 2025Q2: 255 shares; 2025Q3: not reported; 2025Q4: 4 shares 4 $211 <0.01% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16 shares; 2025Q1: 11 shares; 2025Q2: 16 shares; 2025Q3: not reported; 2025Q4: 1 shares 1 $209 <0.01% new Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21 shares; 2025Q1: 4 shares; 2025Q2: 21 shares; 2025Q3: not reported; 2025Q4: 7 shares 7 $203 <0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 524 shares; 2025Q1: 880 shares; 2025Q2: 48 shares; 2025Q3: not reported; 2025Q4: 1 shares 1 $194 <0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 134 shares; 2025Q1: 13 shares; 2025Q2: 92 shares; 2025Q3: not reported; 2025Q4: 2 shares 2 $178 <0.01% new Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 11 shares; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: 3 shares 3 $164 <0.01% new Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 209 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares 15 $153 <0.01% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47 shares; 2025Q1: 41 shares; 2025Q2: 1,007 shares; 2025Q3: not reported; 2025Q4: 4 shares 4 $142 <0.01% new Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 3,450 shares; 2025Q2: 13 shares; 2025Q3: not reported; 2025Q4: 13 shares 13 $136 <0.01% new Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 42 shares; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 4 shares 4 $118 <0.01% new Timeline