SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,266 shares; 2025Q1: 74,445 shares; 2025Q2: 73,943 shares; 2025Q3: 70,664 shares; 2025Q4: 73,882 shares 73,882 $7.88M 7.25% +3,218 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,552 shares; 2025Q1: 80,706 shares; 2025Q2: 94,036 shares; 2025Q3: 110,046 shares; 2025Q4: 121,351 shares 121,351 $6.89M 6.34% +11,305 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,753 shares; 2025Q1: 56,944 shares; 2025Q2: 52,263 shares; 2025Q3: 54,229 shares; 2025Q4: 56,860 shares 56,860 $5.71M 5.25% +2,631 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,866 shares; 2025Q1: 61,459 shares; 2025Q2: 54,744 shares; 2025Q3: 66,871 shares; 2025Q4: 62,051 shares 62,051 $3.68M 3.38% -4,820 Timeline XLU 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: restricted; 2024Q4: 34,548 shares; 2025Q1: 9,174 shares; 2025Q2: 35,546 shares; 2025Q3: 21,904 shares; 2025Q4: 55,379 shares 55,379 $2.36M 2.18% +33,475 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,313 shares; 2025Q1: 3,836 shares; 2025Q2: 4,191 shares; 2025Q3: 4,575 shares; 2025Q4: 14,411 shares 14,411 $2.23M 2.05% +9,836 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,482 shares; 2025Q1: 10,746 shares; 2025Q2: 12,750 shares; 2025Q3: 15,279 shares; 2025Q4: 19,326 shares 19,326 $1.86M 1.71% +4,047 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: restricted; 2024Q4: 8,902 shares; 2025Q1: 8,344 shares; 2025Q2: 8,483 shares; 2025Q3: 8,495 shares; 2025Q4: 8,875 shares 8,875 $1.72M 1.58% +380 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: restricted; 2024Q4: 2,088 shares; 2025Q1: 2,345 shares; 2025Q2: 2,583 shares; 2025Q3: 2,733 shares; 2025Q4: 2,745 shares 2,745 $1.69M 1.55% +12 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,910 shares; 2025Q2: not reported; 2025Q3: 6,345 shares; 2025Q4: 10,717 shares 10,717 $1.54M 1.42% +4,372 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,235 shares; 2025Q1: 38,718 shares; 2025Q2: 17,664 shares; 2025Q3: 19,596 shares; 2025Q4: 27,263 shares 27,263 $1.49M 1.37% +7,667 Timeline BUFF 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: restricted; 2024Q4: 23,296 shares; 2025Q1: 21,924 shares; 2025Q2: 18,884 shares; 2025Q3: 20,268 shares; 2025Q4: 27,119 shares 27,119 $1.35M 1.24% +6,851 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,405 shares; 2025Q1: 23,844 shares; 2025Q2: 25,893 shares; 2025Q3: 30,257 shares; 2025Q4: 32,440 shares 32,440 $1.34M 1.23% +2,183 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,845 shares; 2025Q2: 20,059 shares; 2025Q3: 19,847 shares; 2025Q4: 26,465 shares 26,465 $1.31M 1.21% +6,618 Timeline SLQD 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: restricted; 2024Q4: 24,171 shares; 2025Q1: 25,575 shares; 2025Q2: 23,852 shares; 2025Q3: 24,910 shares; 2025Q4: 25,233 shares 25,233 $1.28M 1.18% +323 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: restricted; 2024Q4: 6,822 shares; 2025Q1: 6,927 shares; 2025Q2: 6,676 shares; 2025Q3: 6,468 shares; 2025Q4: 6,852 shares 6,852 $1.28M 1.18% +384 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: restricted; 2024Q4: 3,111 shares; 2025Q1: 3,139 shares; 2025Q2: 3,070 shares; 2025Q3: 3,169 shares; 2025Q4: 3,365 shares 3,365 $1.16M 1.07% +196 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: restricted; 2024Q4: 3,425 shares; 2025Q1: 3,609 shares; 2025Q2: 3,878 shares; 2025Q3: 3,821 shares; 2025Q4: 4,049 shares 4,049 $1.1M 1.01% +228 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,037 shares; 2025Q1: 17,000 shares; 2025Q2: 14,054 shares; 2025Q3: 16,625 shares; 2025Q4: 15,534 shares 15,534 $1.05M 0.97% -1,091 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,427 shares; 2025Q1: 24,610 shares; 2025Q2: 27,491 shares; 2025Q3: 32,571 shares; 2025Q4: 39,112 shares 39,112 $997K 0.92% +6,541 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,688 shares; 2025Q1: 10,264 shares; 2025Q2: 9,831 shares; 2025Q3: 12,893 shares; 2025Q4: 13,538 shares 13,538 $961K 0.88% +645 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,564 shares; 2025Q1: 3,399 shares; 2025Q2: 2,597 shares; 2025Q3: 2,603 shares; 2025Q4: 2,606 shares 2,606 $939K 0.86% +3 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: restricted; 2024Q4: 7,751 shares; 2025Q1: 13,999 shares; 2025Q2: 15,747 shares; 2025Q3: 12,920 shares; 2025Q4: 12,815 shares 12,815 $915K 0.84% -105 Timeline PPA 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: restricted; 2024Q4: 7,584 shares; 2025Q1: 9,413 shares; 2025Q2: 8,322 shares; 2025Q3: 9,120 shares; 2025Q4: 5,577 shares 5,577 $874K 0.8% -3,543 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: restricted; 2024Q4: 565 shares; 2025Q1: 825 shares; 2025Q2: 850 shares; 2025Q3: 816 shares; 2025Q4: 800 shares 800 $860K 0.79% -16 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,436 shares; 2025Q1: 36,184 shares; 2025Q2: 35,289 shares; 2025Q3: 24,527 shares; 2025Q4: 29,712 shares 29,712 $834K 0.77% +5,185 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: restricted; 2024Q4: 798 shares; 2025Q1: 847 shares; 2025Q2: 1,218 shares; 2025Q3: 977 shares; 2025Q4: 1,195 shares 1,195 $815K 0.75% +218 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: restricted; 2024Q4: 10,886 shares; 2025Q1: 11,283 shares; 2025Q2: 10,558 shares; 2025Q3: 13,816 shares; 2025Q4: 14,467 shares 14,467 $796K 0.73% +651 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: restricted; 2024Q4: 11,643 shares; 2025Q1: 12,239 shares; 2025Q2: 11,456 shares; 2025Q3: 14,821 shares; 2025Q4: 15,672 shares 15,672 $796K 0.73% +851 Timeline BOCT 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: restricted; 2024Q4: 11,844 shares; 2025Q1: 12,523 shares; 2025Q2: 11,681 shares; 2025Q3: 15,243 shares; 2025Q4: 16,032 shares 16,032 $792K 0.73% +789 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,671 shares; 2025Q1: 12,168 shares; 2025Q2: 11,597 shares; 2025Q3: 15,386 shares; 2025Q4: 16,472 shares 16,472 $790K 0.73% +1,086 Timeline LQD 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: restricted; 2024Q4: 3,772 shares; 2025Q1: 4,294 shares; 2025Q2: 4,661 shares; 2025Q3: 6,142 shares; 2025Q4: 7,156 shares 7,156 $789K 0.73% +1,014 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,566 shares; 2025Q1: 4,212 shares; 2025Q2: 4,488 shares; 2025Q3: 5,518 shares; 2025Q4: 7,610 shares 7,610 $760K 0.7% +2,092 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,123 shares; 2025Q1: 13,665 shares; 2025Q2: 12,893 shares; 2025Q3: 17,776 shares; 2025Q4: 19,341 shares 19,341 $757K 0.7% +1,565 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: restricted; 2024Q4: 11,774 shares; 2025Q1: 12,369 shares; 2025Q2: 11,468 shares; 2025Q3: 15,119 shares; 2025Q4: 16,288 shares 16,288 $756K 0.7% +1,169 Timeline PCY 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: restricted; 2024Q4: 10,344 shares; 2025Q1: 18,299 shares; 2025Q2: 20,856 shares; 2025Q3: 27,046 shares; 2025Q4: 34,874 shares 34,874 $755K 0.7% +7,828 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,136 shares; 2025Q1: 12,803 shares; 2025Q2: 11,851 shares; 2025Q3: 15,971 shares; 2025Q4: 17,150 shares 17,150 $753K 0.69% +1,179 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,438 shares; 2025Q1: 11,861 shares; 2025Q2: 11,073 shares; 2025Q3: 15,020 shares; 2025Q4: 16,011 shares 16,011 $753K 0.69% +991 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: restricted; 2024Q4: 689 shares; 2025Q1: 722 shares; 2025Q2: 722 shares; 2025Q3: 1,130 shares; 2025Q4: 1,134 shares 1,134 $711K 0.65% +4 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,280 shares; 2025Q1: 13,556 shares; 2025Q2: 13,362 shares; 2025Q3: 14,251 shares; 2025Q4: 15,367 shares 15,367 $708K 0.65% +1,116 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: restricted; 2024Q4: 807 shares; 2025Q1: 701 shares; 2025Q2: 531 shares; 2025Q3: 558 shares; 2025Q4: 7,518 shares 7,518 $705K 0.65% +6,960 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,538 shares; 2025Q1: 12,924 shares; 2025Q2: not reported; 2025Q3: 7,259 shares; 2025Q4: 5,931 shares 5,931 $698K 0.64% -1,328 Timeline KBWB 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: restricted; 2024Q4: 7,698 shares; 2025Q1: 7,640 shares; 2025Q2: 7,777 shares; 2025Q3: 7,990 shares; 2025Q4: 8,277 shares 8,277 $698K 0.64% +287 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,207 shares; 2025Q1: 7,842 shares; 2025Q2: 4,032 shares; 2025Q3: 10,661 shares; 2025Q4: 4,471 shares 4,471 $694K 0.64% -6,190 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: restricted; 2024Q4: 11,879 shares; 2025Q1: 11,474 shares; 2025Q2: 11,249 shares; 2025Q3: 12,377 shares; 2025Q4: 12,837 shares 12,837 $690K 0.64% +460 Timeline SHYG 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: restricted; 2024Q4: 11,768 shares; 2025Q1: 13,623 shares; 2025Q2: 11,607 shares; 2025Q3: 13,578 shares; 2025Q4: 15,864 shares 15,864 $680K 0.63% +2,286 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,340 shares; 2025Q1: 4,150 shares; 2025Q2: 4,228 shares; 2025Q3: 4,426 shares; 2025Q4: 4,765 shares 4,765 $672K 0.62% +339 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: restricted; 2024Q4: 12,147 shares; 2025Q1: 12,012 shares; 2025Q2: 13,869 shares; 2025Q3: 14,611 shares; 2025Q4: 15,096 shares 15,096 $670K 0.62% +485 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,027 shares; 2025Q3: 13,802 shares; 2025Q4: 14,525 shares 14,525 $657K 0.6% +723 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,065 shares; 2025Q1: 14,049 shares; 2025Q2: 15,541 shares; 2025Q3: 21,395 shares; 2025Q4: 28,950 shares 28,950 $654K 0.6% +7,555 Timeline IQDG 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: restricted; 2024Q4: not reported; 2025Q1: 14,020 shares; 2025Q2: 13,411 shares; 2025Q3: 14,670 shares; 2025Q4: 15,571 shares 15,571 $646K 0.59% +901 Timeline VNQ 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: restricted; 2024Q4: 8,925 shares; 2025Q1: 6,226 shares; 2025Q2: 6,096 shares; 2025Q3: 6,648 shares; 2025Q4: 7,222 shares 7,222 $639K 0.59% +574 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,783 shares; 2025Q3: 1,965 shares; 2025Q4: 2,720 shares 2,720 $616K 0.57% +755 Timeline CTA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,770 shares; 2025Q4: 21,092 shares 21,092 $575K 0.53% +2,322 Timeline XLY 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: restricted; 2024Q4: 6,245 shares; 2025Q1: 7,812 shares; 2025Q2: not reported; 2025Q3: 3,067 shares; 2025Q4: 4,790 shares 4,790 $572K 0.53% +1,723 Timeline XYLD 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: restricted; 2024Q4: 16,057 shares; 2025Q1: 14,860 shares; 2025Q2: 13,368 shares; 2025Q3: 13,462 shares; 2025Q4: 14,022 shares 14,022 $570K 0.52% +560 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,491 shares; 2025Q3: 8,048 shares; 2025Q4: 11,436 shares 11,436 $553K 0.51% +3,388 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,259 shares; 2025Q1: 16,611 shares; 2025Q2: 12,493 shares; 2025Q3: 13,886 shares; 2025Q4: 13,445 shares 13,445 $552K 0.51% -441 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: restricted; 2024Q4: not reported; 2025Q1: 3,635 shares; 2025Q2: 6,923 shares; 2025Q3: 6,875 shares; 2025Q4: 7,136 shares 7,136 $550K 0.51% +261 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: restricted; 2024Q4: 924 shares; 2025Q1: 994 shares; 2025Q2: 980 shares; 2025Q3: 984 shares; 2025Q4: 1,107 shares 1,107 $536K 0.49% +123 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,463 shares; 2025Q1: 22,852 shares; 2025Q2: 20,930 shares; 2025Q3: 20,161 shares; 2025Q4: 22,852 shares 22,852 $535K 0.49% +2,691 Timeline QYLD 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: restricted; 2024Q4: 37,091 shares; 2025Q1: 34,262 shares; 2025Q2: 30,555 shares; 2025Q3: 29,005 shares; 2025Q4: 30,011 shares 30,011 $530K 0.49% +1,006 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,796 shares; 2025Q1: 3,129 shares; 2025Q2: 4,270 shares; 2025Q3: 4,924 shares; 2025Q4: 6,389 shares 6,389 $515K 0.47% +1,465 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,072 shares; 2025Q4: 2,883 shares 2,883 $512K 0.47% -189 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,825 shares; 2025Q2: 3,538 shares; 2025Q3: 5,344 shares; 2025Q4: 6,208 shares 6,208 $504K 0.46% +864 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,220 shares; 2025Q3: 5,338 shares; 2025Q4: 4,825 shares 4,825 $494K 0.45% -513 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,048 shares 1,048 $489K 0.45% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,006 shares; 2025Q3: 1,321 shares; 2025Q4: 1,219 shares 1,219 $483K 0.44% -102 Timeline CMBS 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: restricted; 2024Q4: 4,715 shares; 2025Q1: 5,229 shares; 2025Q2: 5,767 shares; 2025Q3: 8,138 shares; 2025Q4: 9,583 shares 9,583 $470K 0.43% +1,445 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,230 shares 2,230 $462K 0.42% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 790 shares; 2025Q1: 824 shares; 2025Q2: 596 shares; 2025Q3: 519 shares; 2025Q4: 525 shares 525 $461K 0.42% +6 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,276 shares; 2025Q1: 3,166 shares; 2025Q2: 3,508 shares; 2025Q3: 4,099 shares; 2025Q4: 4,785 shares 4,785 $460K 0.42% +686 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: restricted; 2024Q4: not reported; 2025Q1: 422 shares; 2025Q2: 868 shares; 2025Q3: 814 shares; 2025Q4: 899 shares 899 $452K 0.42% +85 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,987 shares; 2025Q1: 16,574 shares; 2025Q2: 15,664 shares; 2025Q3: 18,021 shares; 2025Q4: 19,178 shares 19,178 $446K 0.41% +1,157 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,096 shares; 2025Q1: 3,212 shares; 2025Q2: 3,228 shares; 2025Q3: 4,959 shares; 2025Q4: 4,772 shares 4,772 $436K 0.4% -187 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,012 shares; 2025Q4: 11,409 shares 11,409 $427K 0.39% +3,397 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: restricted; 2024Q4: not reported; 2025Q1: 461 shares; 2025Q2: 529 shares; 2025Q3: 537 shares; 2025Q4: 645 shares 645 $426K 0.39% +108 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: restricted; 2024Q4: 5,054 shares; 2025Q1: 5,285 shares; 2025Q2: 5,264 shares; 2025Q3: 5,264 shares; 2025Q4: 5,264 shares 5,264 $423K 0.39% 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: restricted; 2024Q4: 11,445 shares; 2025Q1: 18,724 shares; 2025Q2: 13,051 shares; 2025Q3: 15,641 shares; 2025Q4: 15,641 shares 15,641 $421K 0.39% 0 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,597 shares; 2025Q3: not reported; 2025Q4: 22,917 shares 22,917 $418K 0.38% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 882 shares; 2025Q4: 850 shares 850 $415K 0.38% -32 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,702 shares; 2025Q4: 1,628 shares 1,628 $401K 0.37% -74 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 884 shares 884 $401K 0.37% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,869 shares; 2025Q1: 6,071 shares; 2025Q2: 7,296 shares; 2025Q3: 7,429 shares; 2025Q4: 8,523 shares 8,523 $396K 0.36% +1,094 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: restricted; 2024Q4: 13,355 shares; 2025Q1: 14,047 shares; 2025Q2: 16,081 shares; 2025Q3: 15,163 shares; 2025Q4: 13,171 shares 13,171 $394K 0.36% -1,992 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,242 shares; 2025Q1: 2,631 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,346 shares 3,346 $374K 0.34% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,530 shares; 2025Q4: 1,616 shares 1,616 $371K 0.34% +86 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: restricted; 2024Q4: 2,771 shares; 2025Q1: 2,235 shares; 2025Q2: 2,330 shares; 2025Q3: 2,233 shares; 2025Q4: 2,236 shares 2,236 $364K 0.34% +3 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,556 shares 3,556 $362K 0.33% 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: restricted; 2024Q4: 7,604 shares; 2025Q1: 4,032 shares; 2025Q2: 3,466 shares; 2025Q3: 2,571 shares; 2025Q4: 2,818 shares 2,818 $360K 0.33% +247 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,359 shares; 2025Q1: 9,508 shares; 2025Q2: not reported; 2025Q3: 9,245 shares; 2025Q4: 9,345 shares 9,345 $359K 0.33% +100 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,662 shares 3,662 $358K 0.33% new Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,572 shares; 2025Q1: 5,346 shares; 2025Q2: 5,912 shares; 2025Q3: 7,915 shares; 2025Q4: 7,999 shares 7,999 $356K 0.33% +84 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: restricted; 2024Q4: 7,868 shares; 2025Q1: 6,274 shares; 2025Q2: 3,458 shares; 2025Q3: 5,170 shares; 2025Q4: 4,471 shares 4,471 $355K 0.33% -699 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,319 shares; 2025Q1: 6,994 shares; 2025Q2: 6,718 shares; 2025Q3: 5,918 shares; 2025Q4: 4,218 shares 4,218 $352K 0.32% -1,700 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares 1,840 $351K 0.32% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,134 shares; 2025Q4: 7,505 shares 7,505 $349K 0.32% +2,371 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: restricted; 2024Q4: not reported; 2025Q1: 717 shares; 2025Q2: 1,215 shares; 2025Q3: 870 shares; 2025Q4: 1,056 shares 1,056 $346K 0.32% +186 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,878 shares; 2025Q4: 14,775 shares 14,775 $345K 0.32% +1,897 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: restricted; 2024Q4: 2,493 shares; 2025Q1: 5,141 shares; 2025Q2: 3,476 shares; 2025Q3: 2,969 shares; 2025Q4: 2,851 shares 2,851 $343K 0.32% -118 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,085 shares; 2025Q4: 17,364 shares 17,364 $337K 0.31% +279 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: restricted; 2024Q4: not reported; 2025Q1: 877 shares; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares; 2025Q4: 1,037 shares 1,037 $334K 0.31% +22 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,698 shares; 2025Q2: 1,523 shares; 2025Q3: 1,352 shares; 2025Q4: 1,052 shares 1,052 $330K 0.3% -300 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,103 shares; 2025Q3: 2,905 shares; 2025Q4: 2,289 shares 2,289 $329K 0.3% -616 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,926 shares 9,926 $325K 0.3% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,725 shares 12,725 $317K 0.29% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,346 shares; 2025Q3: 1,511 shares; 2025Q4: 1,005 shares 1,005 $315K 0.29% -506 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,597 shares; 2025Q3: 10,434 shares; 2025Q4: 9,641 shares 9,641 $314K 0.29% -793 Timeline CPST CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,629 shares 11,629 $314K 0.29% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,660 shares; 2025Q3: 4,104 shares; 2025Q4: 4,275 shares 4,275 $314K 0.29% +171 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,110 shares; 2025Q3: 3,930 shares; 2025Q4: 3,338 shares 3,338 $307K 0.28% -592 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 645 shares; 2025Q3: 670 shares; 2025Q4: 825 shares 825 $305K 0.28% +155 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,826 shares; 2025Q1: 2,836 shares; 2025Q2: not reported; 2025Q3: 2,606 shares; 2025Q4: 3,323 shares 3,323 $304K 0.28% +717 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,292 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,652 shares 6,652 $304K 0.28% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,305 shares 2,305 $302K 0.28% new Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,852 shares; 2025Q4: 8,253 shares 8,253 $302K 0.28% +2,401 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: restricted; 2024Q4: 837 shares; 2025Q1: 564 shares; 2025Q2: 373 shares; 2025Q3: 345 shares; 2025Q4: 519 shares 519 $301K 0.28% +174 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,915 shares; 2025Q3: 19,601 shares; 2025Q4: 11,448 shares 11,448 $301K 0.28% -8,153 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: restricted; 2024Q4: 8,844 shares; 2025Q1: 7,953 shares; 2025Q2: 7,762 shares; 2025Q3: 7,617 shares; 2025Q4: 7,355 shares 7,355 $300K 0.28% -262 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,212 shares 6,212 $293K 0.27% new Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,621 shares 4,621 $292K 0.27% new Timeline ICVT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,662 shares; 2025Q3: 2,711 shares; 2025Q4: 2,921 shares 2,921 $288K 0.26% +210 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: restricted; 2024Q4: not reported; 2025Q1: 1,385 shares; 2025Q2: 2,108 shares; 2025Q3: 2,467 shares; 2025Q4: 1,877 shares 1,877 $286K 0.26% -590 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,336 shares; 2025Q4: 3,196 shares 3,196 $285K 0.26% +860 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: restricted; 2024Q4: not reported; 2025Q1: 1,991 shares; 2025Q2: 2,144 shares; 2025Q3: 2,012 shares; 2025Q4: 2,129 shares 2,129 $283K 0.26% +117 Timeline 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,577 shares 5,577 $282K 0.26% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,808 shares 11,808 $280K 0.26% new Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,970 shares 9,970 $278K 0.26% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,468 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,332 shares 1,332 $268K 0.25% new 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: restricted; 2024Q4: 1,380 shares; 2025Q1: 1,584 shares; 2025Q2: 920 shares; 2025Q3: 1,160 shares; 2025Q4: 1,152 shares 1,152 $266K 0.24% -8 Timeline IWC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,647 shares; 2025Q4: 1,658 shares 1,658 $261K 0.24% +11 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: restricted; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 556 shares; 2025Q3: 539 shares; 2025Q4: 539 shares 539 $261K 0.24% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,730 shares; 2025Q4: 3,190 shares 3,190 $256K 0.24% +460 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,857 shares 1,857 $254K 0.23% new Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,065 shares 7,065 $253K 0.23% new Timeline PAVE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,476 shares; 2025Q4: 5,289 shares 5,289 $253K 0.23% +813 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,006 shares 2,006 $251K 0.23% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,125 shares; 2025Q4: 4,117 shares 4,117 $250K 0.23% -8 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 893 shares 893 $246K 0.23% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 771 shares 771 $238K 0.22% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,568 shares; 2025Q4: 3,568 shares 3,568 $235K 0.22% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $233K 0.21% new Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,067 shares; 2025Q4: 4,560 shares 4,560 $232K 0.21% -1,507 Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,224 shares 6,224 $230K 0.21% new 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: restricted; 2024Q4: not reported; 2025Q1: 1,152 shares; 2025Q2: 1,011 shares; 2025Q3: 854 shares; 2025Q4: 775 shares 775 $230K 0.21% -79 Timeline AFK 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,506 shares 8,506 $228K 0.21% new Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,656 shares; 2025Q3: 5,198 shares; 2025Q4: 4,722 shares 4,722 $225K 0.21% -476 Timeline PFF 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: restricted; 2024Q4: 18,753 shares; 2025Q1: 16,655 shares; 2025Q2: 12,580 shares; 2025Q3: 10,736 shares; 2025Q4: 7,222 shares 7,222 $224K 0.21% -3,514 Timeline DLX DELUXE CORP MEDIUM TERM NTS More: the full row for DELUXE CORP MEDIUM TERM NTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,983 shares; 2025Q1: 10,897 shares; 2025Q2: 12,437 shares; 2025Q3: 11,340 shares; 2025Q4: 9,874 shares 9,874 $221K 0.2% -1,466 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,517 shares 7,517 $216K 0.2% new Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,510 shares; 2025Q1: 4,594 shares; 2025Q2: 3,760 shares; 2025Q3: 3,871 shares; 2025Q4: 3,578 shares 3,578 $214K 0.2% -293 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,165 shares; 2025Q4: 2,439 shares 2,439 $214K 0.2% -726 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,884 shares; 2025Q3: 4,144 shares; 2025Q4: 1,567 shares 1,567 $212K 0.19% -2,577 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 606 shares; 2025Q3: 681 shares; 2025Q4: 1,194 shares 1,194 $210K 0.19% +513 Timeline MRGR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,650 shares 4,650 $207K 0.19% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 457 shares 457 $203K 0.19% new Timeline PGF 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: restricted; 2024Q4: 10,081 shares; 2025Q1: not reported; 2025Q2: 10,052 shares; 2025Q3: 10,699 shares; 2025Q4: 12,255 shares 12,255 $173K 0.16% +1,556 Timeline