NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408,636 shares; 2024Q4: 2,551,764 shares; 2025Q1: 2,613,800 shares; 2025Q2: 2,607,464 shares; 2025Q3: 2,803,935 shares; 2025Q4: 2,924,871 shares 2,924,871 $149M 12.46% +120,936 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878,346 shares; 2024Q4: 849,266 shares; 2025Q1: 867,214 shares; 2025Q2: 876,024 shares; 2025Q3: 887,226 shares; 2025Q4: 899,720 shares 899,720 $80.5M 6.71% +12,494 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,031,998 shares; 2024Q4: 1,034,725 shares; 2025Q1: 1,060,880 shares; 2025Q2: 1,067,110 shares; 2025Q3: 1,062,921 shares; 2025Q4: 1,067,964 shares 1,067,964 $74.1M 6.18% +5,043 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,790,349 shares; 2024Q4: 1,830,271 shares; 2025Q1: 1,853,513 shares; 2025Q2: 1,843,707 shares; 2025Q3: 1,845,982 shares; 2025Q4: 1,841,232 shares 1,841,232 $69.5M 5.79% -4,750 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,113 shares; 2025Q4: 1,099,096 shares 1,099,096 $58M 4.84% +1,092,983 Timeline BBAG 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: 876,117 shares; 2024Q4: 944,762 shares; 2025Q1: 969,917 shares; 2025Q2: 972,272 shares; 2025Q3: 1,041,795 shares; 2025Q4: 1,107,784 shares 1,107,784 $51.4M 4.29% +65,989 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,113,574 shares; 2024Q4: 1,115,010 shares; 2025Q1: 1,120,737 shares; 2025Q2: 1,109,294 shares; 2025Q3: 1,108,039 shares; 2025Q4: 1,103,199 shares 1,103,199 $49M 4.08% -4,840 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655,267 shares; 2024Q4: 723,979 shares; 2025Q1: 746,011 shares; 2025Q2: 755,493 shares; 2025Q3: 806,953 shares; 2025Q4: 852,617 shares 852,617 $42.6M 3.55% +45,664 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,031,154 shares; 2024Q4: 1,071,230 shares; 2025Q1: 1,081,822 shares; 2025Q2: 1,085,960 shares; 2025Q3: 1,148,036 shares; 2025Q4: 769,248 shares 769,248 $40.7M 3.39% -378,788 Timeline SMLF 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: 466,997 shares; 2024Q4: 447,434 shares; 2025Q1: 458,173 shares; 2025Q2: 466,151 shares; 2025Q3: 465,635 shares; 2025Q4: 468,005 shares 468,005 $35M 2.92% +2,370 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 480,002 shares; 2025Q3: 483,564 shares; 2025Q4: 479,442 shares 479,442 $34.8M 2.91% -4,122 Timeline JSI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 599,398 shares 599,398 $31.2M 2.6% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,386 shares; 2024Q4: 288,541 shares; 2025Q1: 296,532 shares; 2025Q2: 299,845 shares; 2025Q3: 321,673 shares; 2025Q4: 311,265 shares 311,265 $29.6M 2.47% -10,408 Timeline GDX 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: 541,752 shares; 2024Q4: 553,183 shares; 2025Q1: 425,246 shares; 2025Q2: 398,199 shares; 2025Q3: 353,574 shares; 2025Q4: 330,431 shares 330,431 $28.3M 2.36% -23,143 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 401,189 shares; 2025Q3: 406,028 shares; 2025Q4: 408,240 shares 408,240 $26M 2.17% +2,212 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: 296,525 shares; 2024Q4: 846,320 shares; 2025Q1: 880,523 shares; 2025Q2: 891,227 shares; 2025Q3: 901,868 shares; 2025Q4: 907,465 shares 907,465 $24.4M 2.04% +5,597 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,532 shares; 2024Q4: 73,876 shares; 2025Q1: 88,217 shares; 2025Q2: 94,272 shares; 2025Q3: 116,357 shares; 2025Q4: 369,290 shares 369,290 $18.6M 1.55% +252,933 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: 265,107 shares; 2024Q4: 542,868 shares; 2025Q1: 563,441 shares; 2025Q2: 600,161 shares; 2025Q3: 608,198 shares; 2025Q4: 612,302 shares 612,302 $17.4M 1.45% +4,104 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 205,475 shares; 2025Q4: 219,562 shares 219,562 $16.6M 1.39% +14,087 Timeline XC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 443,049 shares; 2025Q3: 450,788 shares; 2025Q4: 454,235 shares 454,235 $14.7M 1.23% +3,447 Timeline MUB 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: 174,710 shares; 2024Q4: 167,944 shares; 2025Q1: 168,209 shares; 2025Q2: 157,077 shares; 2025Q3: 152,217 shares; 2025Q4: 134,078 shares 134,078 $14.4M 1.2% -18,139 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: 211,262 shares; 2024Q4: 207,158 shares; 2025Q1: 209,251 shares; 2025Q2: 202,681 shares; 2025Q3: 196,969 shares; 2025Q4: 199,021 shares 199,021 $14.2M 1.19% +2,052 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: 130,298 shares; 2024Q4: 405,798 shares; 2025Q1: 424,693 shares; 2025Q2: 443,080 shares; 2025Q3: 450,132 shares; 2025Q4: 456,692 shares 456,692 $13.7M 1.14% +6,560 Timeline SCHO 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: 1,164,510 shares; 2024Q4: 2,447,588 shares; 2025Q1: 2,465,234 shares; 2025Q2: 2,461,950 shares; 2025Q3: 2,585,770 shares; 2025Q4: 552,087 shares 552,087 $13.5M 1.12% -2,033,683 Timeline BOTZ 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: 333,197 shares; 2024Q4: 333,655 shares; 2025Q1: 347,938 shares; 2025Q2: 362,407 shares; 2025Q3: 363,840 shares; 2025Q4: 365,041 shares 365,041 $13.2M 1.1% +1,201 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: 57,766 shares; 2024Q4: 56,686 shares; 2025Q1: 56,070 shares; 2025Q2: 54,554 shares; 2025Q3: 52,991 shares; 2025Q4: 48,644 shares 48,644 $13.2M 1.1% -4,347 Timeline EZM 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: 158,394 shares; 2024Q4: 166,709 shares; 2025Q1: 171,741 shares; 2025Q2: 178,844 shares; 2025Q3: 179,989 shares; 2025Q4: 184,395 shares 184,395 $12.3M 1.03% +4,406 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,886 shares; 2024Q4: 102,816 shares; 2025Q1: 105,989 shares; 2025Q2: 106,541 shares; 2025Q3: 107,148 shares; 2025Q4: 109,446 shares 109,446 $11.9M 0.99% +2,298 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: 277,744 shares; 2024Q4: 258,862 shares; 2025Q1: 263,957 shares; 2025Q2: 251,143 shares; 2025Q3: 225,863 shares; 2025Q4: 226,495 shares 226,495 $10.8M 0.9% +632 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: 140,417 shares; 2024Q4: 145,715 shares; 2025Q1: 141,661 shares; 2025Q2: 130,881 shares; 2025Q3: 130,387 shares; 2025Q4: 105,505 shares 105,505 $10.5M 0.88% -24,882 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: 22,277 shares; 2024Q4: 21,586 shares; 2025Q1: 21,560 shares; 2025Q2: 21,484 shares; 2025Q3: 21,322 shares; 2025Q4: 21,110 shares 21,110 $10.3M 0.86% -212 Timeline SCHC 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: 166,274 shares; 2024Q4: 180,992 shares; 2025Q1: 190,534 shares; 2025Q2: 188,396 shares; 2025Q3: 187,171 shares; 2025Q4: 190,812 shares 190,812 $8.69M 0.72% +3,641 Timeline XT 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: 103,682 shares; 2024Q4: 105,816 shares; 2025Q1: 107,885 shares; 2025Q2: 111,724 shares; 2025Q3: 126,438 shares; 2025Q4: 123,586 shares 123,586 $8.62M 0.72% -2,852 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,641 shares; 2024Q4: 67,809 shares; 2025Q1: 71,176 shares; 2025Q2: 73,104 shares; 2025Q3: 73,775 shares; 2025Q4: 72,714 shares 72,714 $7.76M 0.65% -1,061 Timeline WCLD 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: 182,007 shares; 2024Q4: 174,098 shares; 2025Q1: 185,915 shares; 2025Q2: 205,870 shares; 2025Q3: 209,951 shares; 2025Q4: 218,956 shares 218,956 $7.67M 0.64% +9,005 Timeline SPMB 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: 613,436 shares; 2024Q4: 618,461 shares; 2025Q1: 600,519 shares; 2025Q2: 573,559 shares; 2025Q3: 571,935 shares; 2025Q4: 334,027 shares 334,027 $7.49M 0.62% -237,908 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: 18,041 shares; 2024Q4: 16,257 shares; 2025Q1: 15,701 shares; 2025Q2: 15,357 shares; 2025Q3: 15,032 shares; 2025Q4: 14,343 shares 14,343 $6.94M 0.58% -689 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,503 shares; 2024Q4: 65,720 shares; 2025Q1: 65,994 shares; 2025Q2: 64,075 shares; 2025Q3: 63,033 shares; 2025Q4: 62,109 shares 62,109 $4.82M 0.4% -924 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,755 shares; 2024Q4: 55,050 shares; 2025Q1: 54,897 shares; 2025Q2: 53,709 shares; 2025Q3: 53,408 shares; 2025Q4: 52,706 shares 52,706 $4.64M 0.39% -702 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: 49,644 shares; 2024Q4: 191,688 shares; 2025Q1: 181,255 shares; 2025Q2: 169,008 shares; 2025Q3: 168,666 shares; 2025Q4: 172,156 shares 172,156 $4.14M 0.35% +3,490 Timeline SNSR 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: 368,060 shares; 2024Q4: 354,273 shares; 2025Q1: 362,618 shares; 2025Q2: 371,198 shares; 2025Q3: 123,342 shares; 2025Q4: 109,115 shares 109,115 $4.03M 0.34% -14,227 Timeline GSLC 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: 31,304 shares; 2024Q4: 31,126 shares; 2025Q1: 30,986 shares; 2025Q2: 31,008 shares; 2025Q3: 30,984 shares; 2025Q4: 28,644 shares 28,644 $3.79M 0.32% -2,340 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: 3,931 shares; 2024Q4: 3,778 shares; 2025Q1: 3,879 shares; 2025Q2: 4,427 shares; 2025Q3: 4,419 shares; 2025Q4: 4,419 shares 4,419 $3.03M 0.25% 0 Timeline FMB 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: 22,384 shares; 2024Q4: 49,081 shares; 2025Q1: 49,106 shares; 2025Q2: 53,979 shares; 2025Q3: 56,041 shares; 2025Q4: 55,250 shares 55,250 $2.83M 0.24% -791 Timeline GSIE 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: 72,831 shares; 2024Q4: 72,299 shares; 2025Q1: 70,251 shares; 2025Q2: 66,681 shares; 2025Q3: 66,267 shares; 2025Q4: 64,744 shares 64,744 $2.78M 0.23% -1,523 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: 17,083 shares; 2024Q4: 17,698 shares; 2025Q1: 15,310 shares; 2025Q2: 16,370 shares; 2025Q3: 17,763 shares; 2025Q4: 14,900 shares 14,900 $2.78M 0.23% -2,863 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: 12,005 shares; 2024Q4: 11,559 shares; 2025Q1: 11,254 shares; 2025Q2: 11,529 shares; 2025Q3: 14,210 shares; 2025Q4: 11,819 shares 11,819 $2.73M 0.23% -2,391 Timeline RING 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: 32,123 shares; 2024Q4: 63,782 shares; 2025Q1: 50,475 shares; 2025Q2: 37,563 shares; 2025Q3: 36,726 shares; 2025Q4: 34,647 shares 34,647 $2.55M 0.21% -2,079 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: 76,697 shares; 2024Q4: 72,946 shares; 2025Q1: 70,511 shares; 2025Q2: 64,323 shares; 2025Q3: 35,114 shares; 2025Q4: 32,976 shares 32,976 $2.54M 0.21% -2,138 Timeline CLOU 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: 110,278 shares; 2024Q4: 117,154 shares; 2025Q1: 113,722 shares; 2025Q2: 105,121 shares; 2025Q3: 106,617 shares; 2025Q4: 105,999 shares 105,999 $2.4M 0.2% -618 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,585 shares; 2024Q4: 31,946 shares; 2025Q1: 34,308 shares; 2025Q2: 36,323 shares; 2025Q3: 39,748 shares; 2025Q4: 44,130 shares 44,130 $2.2M 0.18% +4,382 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: 183,924 shares; 2024Q4: 157,905 shares; 2025Q1: 195,875 shares; 2025Q2: 263,717 shares; 2025Q3: 76,807 shares; 2025Q4: 72,877 shares 72,877 $2.11M 0.18% -3,930 Timeline TBLL 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: 25,506 shares; 2024Q4: 26,502 shares; 2025Q1: 26,786 shares; 2025Q2: 27,970 shares; 2025Q3: 27,398 shares; 2025Q4: 19,824 shares 19,824 $2.09M 0.17% -7,574 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,066 shares; 2025Q1: 31,165 shares; 2025Q2: 22,159 shares; 2025Q3: 22,420 shares; 2025Q4: 22,552 shares 22,552 $1.86M 0.15% +132 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,747 shares; 2024Q4: 2,529 shares; 2025Q1: 2,662 shares; 2025Q2: 2,699 shares; 2025Q3: 2,712 shares; 2025Q4: 2,703 shares 2,703 $1.84M 0.15% -9 Timeline SCHJ 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: 19,514 shares; 2024Q4: 107,823 shares; 2025Q1: 106,310 shares; 2025Q2: 105,862 shares; 2025Q3: 105,642 shares; 2025Q4: 69,522 shares 69,522 $1.73M 0.14% -36,120 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,549 shares; 2024Q4: 846,419 shares; 2025Q1: 846,419 shares; 2025Q2: 846,419 shares; 2025Q3: 846,419 shares; 2025Q4: 845,084 shares 845,084 $1.67M 0.14% -1,335 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,206 shares; 2024Q4: 34,136 shares; 2025Q1: 33,980 shares; 2025Q2: 33,359 shares; 2025Q3: 32,167 shares; 2025Q4: 32,167 shares 32,167 $1.55M 0.13% 0 Timeline DTD 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: 19,231 shares; 2024Q4: 18,325 shares; 2025Q1: 18,244 shares; 2025Q2: 18,244 shares; 2025Q3: 18,119 shares; 2025Q4: 18,119 shares 18,119 $1.54M 0.13% 0 Timeline VCSH 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: 42,429 shares; 2024Q4: 39,161 shares; 2025Q1: 38,506 shares; 2025Q2: 36,149 shares; 2025Q3: 35,948 shares; 2025Q4: 18,197 shares 18,197 $1.45M 0.12% -17,751 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: 21,925 shares; 2024Q4: 23,549 shares; 2025Q1: 21,641 shares; 2025Q2: 21,881 shares; 2025Q3: 21,249 shares; 2025Q4: 20,893 shares 20,893 $1.38M 0.11% -356 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: 4,726 shares; 2024Q4: 4,308 shares; 2025Q1: 4,398 shares; 2025Q2: 4,382 shares; 2025Q3: 4,400 shares; 2025Q4: 4,256 shares 4,256 $1.37M 0.11% -144 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: 12,163 shares; 2024Q4: 7,769 shares; 2025Q1: 6,073 shares; 2025Q2: 7,256 shares; 2025Q3: 6,772 shares; 2025Q4: 7,433 shares 7,433 $1.32M 0.11% +661 Timeline MGK 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: 4,416 shares; 2024Q4: 3,233 shares; 2025Q1: 3,233 shares; 2025Q2: 3,213 shares; 2025Q3: 3,132 shares; 2025Q4: 3,116 shares 3,116 $1.29M 0.11% -16 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: 7,329 shares; 2024Q4: 2,148 shares; 2025Q1: 2,300 shares; 2025Q2: 2,381 shares; 2025Q3: 2,386 shares; 2025Q4: 2,038 shares 2,038 $1.25M 0.1% -348 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,119 shares; 2024Q4: 12,615 shares; 2025Q1: 10,945 shares; 2025Q2: 10,196 shares; 2025Q3: 10,377 shares; 2025Q4: 10,367 shares 10,367 $1.25M 0.1% -10 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: 3,972 shares; 2024Q4: 3,939 shares; 2025Q1: 2,929 shares; 2025Q2: 3,219 shares; 2025Q3: 2,946 shares; 2025Q4: 2,654 shares 2,654 $1.19M 0.1% -292 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,971 shares; 2024Q4: 32,669 shares; 2025Q1: 23,630 shares; 2025Q2: 24,168 shares; 2025Q3: 25,673 shares; 2025Q4: 24,909 shares 24,909 $1.17M 0.1% -764 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,136 shares; 2025Q1: 1,128 shares; 2025Q2: 1,134 shares; 2025Q3: 1,145 shares; 2025Q4: 1,084 shares 1,084 $1.16M 0.1% -61 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,521 shares; 2024Q4: 10,521 shares; 2025Q1: 10,521 shares; 2025Q2: 10,521 shares; 2025Q3: 10,518 shares; 2025Q4: 10,518 shares 10,518 $1.1M 0.09% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,494 shares; 2024Q4: 12,198 shares; 2025Q1: 12,203 shares; 2025Q2: 12,213 shares; 2025Q3: 11,845 shares; 2025Q4: 11,098 shares 11,098 $1.07M 0.09% -747 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: 180,616 shares; 2024Q4: 167,256 shares; 2025Q1: 164,644 shares; 2025Q2: 16,220 shares; 2025Q3: 16,193 shares; 2025Q4: 15,988 shares 15,988 $1.07M 0.09% -205 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,927 shares; 2024Q4: 24,857 shares; 2025Q1: 26,376 shares; 2025Q2: 23,577 shares; 2025Q3: 22,892 shares; 2025Q4: 22,721 shares 22,721 $1.07M 0.09% -171 Timeline VOT 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: 8,138 shares; 2024Q4: 3,898 shares; 2025Q1: 3,831 shares; 2025Q2: 3,831 shares; 2025Q3: 3,797 shares; 2025Q4: 3,776 shares 3,776 $1.05M 0.09% -21 Timeline IDNA 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: 55,158 shares; 2024Q4: 84,242 shares; 2025Q1: 85,653 shares; 2025Q2: 67,128 shares; 2025Q3: 44,180 shares; 2025Q4: 37,825 shares 37,825 $991K 0.08% -6,355 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: 1,937 shares; 2024Q4: 1,532 shares; 2025Q1: 1,546 shares; 2025Q2: 1,481 shares; 2025Q3: 3,962 shares; 2025Q4: 2,851 shares 2,851 $987K 0.08% -1,111 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: 1,327 shares; 2024Q4: 1,372 shares; 2025Q1: 1,425 shares; 2025Q2: 1,373 shares; 2025Q3: 1,402 shares; 2025Q4: 1,125 shares 1,125 $970K 0.08% -277 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: 1,503 shares; 2024Q4: 1,493 shares; 2025Q1: 1,439 shares; 2025Q2: 2,028 shares; 2025Q3: 1,869 shares; 2025Q4: 1,469 shares 1,469 $970K 0.08% -400 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,586 shares; 2024Q4: 5,868 shares; 2025Q1: 5,849 shares; 2025Q2: 5,822 shares; 2025Q3: 5,754 shares; 2025Q4: 5,754 shares 5,754 $920K 0.08% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,724 shares; 2025Q1: 11,745 shares; 2025Q2: 17,945 shares; 2025Q3: 17,947 shares; 2025Q4: 18,195 shares 18,195 $915K 0.08% +248 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: 671,161 shares; 2024Q4: 693,214 shares; 2025Q1: 712,448 shares; 2025Q2: 28,747 shares; 2025Q3: 26,031 shares; 2025Q4: 27,143 shares 27,143 $889K 0.07% +1,112 Timeline EMGF 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: 324,224 shares; 2024Q4: 339,156 shares; 2025Q1: 348,132 shares; 2025Q2: 17,357 shares; 2025Q3: 15,601 shares; 2025Q4: 15,337 shares 15,337 $887K 0.07% -264 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: 6,285 shares; 2024Q4: 5,043 shares; 2025Q1: 4,166 shares; 2025Q2: 4,177 shares; 2025Q3: 4,183 shares; 2025Q4: 2,390 shares 2,390 $822K 0.07% -1,793 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: 14,319 shares; 2024Q4: 38,470 shares; 2025Q1: 38,470 shares; 2025Q2: 36,655 shares; 2025Q3: 36,237 shares; 2025Q4: 25,041 shares 25,041 $817K 0.07% -11,196 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: 11,351 shares; 2024Q4: 11,351 shares; 2025Q1: 11,351 shares; 2025Q2: 11,351 shares; 2025Q3: 11,351 shares; 2025Q4: 11,351 shares 11,351 $811K 0.07% 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: 2,637 shares; 2024Q4: 2,421 shares; 2025Q1: 2,421 shares; 2025Q2: 2,448 shares; 2025Q3: 2,443 shares; 2025Q4: 2,386 shares 2,386 $800K 0.07% -57 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: 2,608 shares; 2024Q4: 2,548 shares; 2025Q1: 2,601 shares; 2025Q2: 2,972 shares; 2025Q3: 2,683 shares; 2025Q4: 2,548 shares 2,548 $800K 0.07% -135 Timeline SHM 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: 21,526 shares; 2024Q4: 21,526 shares; 2025Q1: 21,526 shares; 2025Q2: 18,990 shares; 2025Q3: 18,990 shares; 2025Q4: 16,250 shares 16,250 $780K 0.07% -2,740 Timeline GDXJ 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: 10,811 shares; 2024Q4: 10,811 shares; 2025Q1: 8,777 shares; 2025Q2: 8,179 shares; 2025Q3: 6,996 shares; 2025Q4: 6,844 shares 6,844 $779K 0.06% -152 Timeline DES 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: 23,222 shares; 2024Q4: 23,189 shares; 2025Q1: 23,179 shares; 2025Q2: 23,144 shares; 2025Q3: 23,050 shares; 2025Q4: 23,002 shares 23,002 $769K 0.06% -48 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,605 shares; 2024Q4: 1,424 shares; 2025Q1: 1,644 shares; 2025Q2: 1,678 shares; 2025Q3: 1,689 shares; 2025Q4: 1,513 shares 1,513 $761K 0.06% -176 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: 3,399 shares; 2024Q4: 3,435 shares; 2025Q1: 3,504 shares; 2025Q2: 3,588 shares; 2025Q3: 3,647 shares; 2025Q4: 2,410 shares 2,410 $754K 0.06% -1,237 Timeline GBIL 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: 2,971 shares; 2024Q4: 10,058 shares; 2025Q1: 10,058 shares; 2025Q2: 9,951 shares; 2025Q3: 9,951 shares; 2025Q4: 7,460 shares 7,460 $746K 0.06% -2,491 Timeline HEDJ 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: 13,640 shares; 2024Q4: 13,640 shares; 2025Q1: 13,640 shares; 2025Q2: 13,640 shares; 2025Q3: 13,640 shares; 2025Q4: 13,640 shares 13,640 $724K 0.06% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 2,306 shares; 2025Q1: 2,310 shares; 2025Q2: 2,312 shares; 2025Q3: 2,338 shares; 2025Q4: 2,360 shares 2,360 $721K 0.06% +22 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,009 shares; 2024Q4: 9,960 shares; 2025Q1: 9,813 shares; 2025Q2: 9,798 shares; 2025Q3: 9,773 shares; 2025Q4: 9,773 shares 9,773 $668K 0.06% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 891 shares; 2025Q1: 891 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 871 shares 871 $657K 0.05% -20 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,760 shares; 2024Q4: 3,237 shares; 2025Q1: 3,234 shares; 2025Q2: 3,221 shares; 2025Q3: 3,234 shares; 2025Q4: 3,169 shares 3,169 $656K 0.05% -65 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,170 shares; 2024Q4: 8,997 shares; 2025Q1: 8,997 shares; 2025Q2: 8,047 shares; 2025Q3: 8,047 shares; 2025Q4: 8,047 shares 8,047 $647K 0.05% 0 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: 3,934 shares; 2024Q4: 2,462 shares; 2025Q1: 2,472 shares; 2025Q2: 2,530 shares; 2025Q3: 2,284 shares; 2025Q4: 4,452 shares 4,452 $641K 0.05% +2,168 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,819 shares 16,819 $629K 0.05% new 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: 572 shares; 2024Q4: 572 shares; 2025Q1: 575 shares; 2025Q2: 578 shares; 2025Q3: 580 shares; 2025Q4: 580 shares 580 $621K 0.05% 0 Timeline DHS 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: 6,433 shares; 2024Q4: 6,432 shares; 2025Q1: 6,396 shares; 2025Q2: 6,084 shares; 2025Q3: 6,082 shares; 2025Q4: 6,082 shares 6,082 $619K 0.05% 0 Timeline RSPT 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: 15,580 shares; 2024Q4: 13,590 shares; 2025Q1: 13,590 shares; 2025Q2: 13,590 shares; 2025Q3: 13,590 shares; 2025Q4: 13,590 shares 13,590 $618K 0.05% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,829 shares; 2025Q1: 1,818 shares; 2025Q2: 1,818 shares; 2025Q3: 1,818 shares; 2025Q4: 1,818 shares 1,818 $595K 0.05% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,595 shares; 2024Q4: 3,395 shares; 2025Q1: 4,637 shares; 2025Q2: 4,637 shares; 2025Q3: 4,659 shares; 2025Q4: 4,659 shares 4,659 $594K 0.05% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,134 shares; 2024Q4: 2,126 shares; 2025Q1: 2,147 shares; 2025Q2: 2,131 shares; 2025Q3: 2,104 shares; 2025Q4: 1,867 shares 1,867 $575K 0.05% -237 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,318 shares; 2024Q4: 12,318 shares; 2025Q1: 11,853 shares; 2025Q2: 10,933 shares; 2025Q3: 10,933 shares; 2025Q4: 10,933 shares 10,933 $564K 0.05% 0 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,726 shares; 2024Q4: 6,586 shares; 2025Q1: 6,586 shares; 2025Q2: 6,578 shares; 2025Q3: 6,494 shares; 2025Q4: 6,407 shares 6,407 $552K 0.05% -87 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: 5,379 shares; 2024Q4: 4,196 shares; 2025Q1: 3,660 shares; 2025Q2: 3,647 shares; 2025Q3: 3,686 shares; 2025Q4: 3,803 shares 3,803 $545K 0.05% +117 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: 2,441 shares; 2024Q4: 2,416 shares; 2025Q1: 3,400 shares; 2025Q2: 3,401 shares; 2025Q3: 3,394 shares; 2025Q4: 3,366 shares 3,366 $519K 0.04% -28 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,653 shares; 2024Q4: 11,414 shares; 2025Q1: 11,249 shares; 2025Q2: 9,802 shares; 2025Q3: 9,802 shares; 2025Q4: 6,070 shares 6,070 $503K 0.04% -3,732 Timeline ITM 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: 11,676 shares; 2024Q4: 11,676 shares; 2025Q1: 11,476 shares; 2025Q2: 11,351 shares; 2025Q3: 11,351 shares; 2025Q4: 10,590 shares 10,590 $499K 0.04% -761 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,599 shares; 2025Q4: 1,599 shares 1,599 $456K 0.04% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 1,517 shares; 2025Q1: 1,517 shares; 2025Q2: 1,482 shares; 2025Q3: 1,482 shares; 2025Q4: 1,467 shares 1,467 $443K 0.04% -15 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: 4,379 shares; 2024Q4: 4,379 shares; 2025Q1: 3,739 shares; 2025Q2: 2,511 shares; 2025Q3: 2,584 shares; 2025Q4: 2,733 shares 2,733 $438K 0.04% +149 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,648 shares; 2024Q4: 2,422 shares; 2025Q1: 2,422 shares; 2025Q2: 2,438 shares; 2025Q3: 2,139 shares; 2025Q4: 2,124 shares 2,124 $422K 0.04% -15 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,721 shares; 2024Q4: 5,745 shares; 2025Q1: 4,745 shares; 2025Q2: 5,250 shares; 2025Q3: 5,275 shares; 2025Q4: 5,407 shares 5,407 $417K 0.03% +132 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,187 shares; 2024Q4: 10,613 shares; 2025Q1: 11,152 shares; 2025Q2: 11,277 shares; 2025Q3: 14,554 shares; 2025Q4: 19,406 shares 19,406 $413K 0.03% +4,852 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,641 shares; 2024Q4: 323,840 shares; 2025Q1: 340,918 shares; 2025Q2: 12,758 shares; 2025Q3: 10,759 shares; 2025Q4: 10,511 shares 10,511 $410K 0.03% -248 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,790 shares; 2024Q4: 11,794 shares; 2025Q1: 11,794 shares; 2025Q2: 11,709 shares; 2025Q3: 11,538 shares; 2025Q4: 8,787 shares 8,787 $410K 0.03% -2,751 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,126 shares; 2024Q4: 2,459 shares; 2025Q1: 2,591 shares; 2025Q2: 2,568 shares; 2025Q3: 2,570 shares; 2025Q4: 2,670 shares 2,670 $409K 0.03% +100 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: 3,789 shares; 2024Q4: 3,629 shares; 2025Q1: 3,629 shares; 2025Q2: 3,129 shares; 2025Q3: 2,976 shares; 2025Q4: 2,976 shares 2,976 $407K 0.03% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 2,414 shares; 2025Q1: 2,384 shares; 2025Q2: 2,384 shares; 2025Q3: 2,384 shares; 2025Q4: 2,384 shares 2,384 $402K 0.03% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656 shares; 2024Q4: 656 shares; 2025Q1: 656 shares; 2025Q2: 662 shares; 2025Q3: 662 shares; 2025Q4: 662 shares 662 $399K 0.03% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,248 shares; 2024Q4: 5,248 shares; 2025Q1: 5,248 shares; 2025Q2: 5,248 shares; 2025Q3: 5,248 shares; 2025Q4: 5,248 shares 5,248 $394K 0.03% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,644 shares; 2025Q1: 8,991 shares; 2025Q2: 7,797 shares; 2025Q3: 7,764 shares; 2025Q4: 7,764 shares 7,764 $393K 0.03% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,026 shares; 2024Q4: 3,301 shares; 2025Q1: 3,301 shares; 2025Q2: 3,301 shares; 2025Q3: 3,301 shares; 2025Q4: 3,301 shares 3,301 $392K 0.03% 0 Timeline GEM 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: 141,613 shares; 2024Q4: 131,586 shares; 2025Q1: 128,215 shares; 2025Q2: 9,380 shares; 2025Q3: 9,380 shares; 2025Q4: 9,401 shares 9,401 $391K 0.03% +21 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,036 shares; 2024Q4: 6,729 shares; 2025Q1: 6,699 shares; 2025Q2: 6,478 shares; 2025Q3: 6,478 shares; 2025Q4: 6,443 shares 6,443 $389K 0.03% -35 Timeline GIGB 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: 119,666 shares; 2024Q4: 132,968 shares; 2025Q1: 138,722 shares; 2025Q2: 135,404 shares; 2025Q3: 141,722 shares; 2025Q4: 8,308 shares 8,308 $384K 0.03% -133,414 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: 9,140 shares; 2024Q4: not reported; 2025Q1: 15,420 shares; 2025Q2: 15,440 shares; 2025Q3: 15,491 shares; 2025Q4: 15,439 shares 15,439 $384K 0.03% -52 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: 4,391 shares; 2024Q4: 3,606 shares; 2025Q1: 3,652 shares; 2025Q2: 3,577 shares; 2025Q3: 3,456 shares; 2025Q4: 3,304 shares 3,304 $376K 0.03% -152 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: 1,795 shares; 2024Q4: 1,738 shares; 2025Q1: 1,648 shares; 2025Q2: 1,648 shares; 2025Q3: 1,678 shares; 2025Q4: 1,627 shares 1,627 $372K 0.03% -51 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,207 shares; 2024Q4: 4,207 shares; 2025Q1: 4,207 shares; 2025Q2: 5,212 shares; 2025Q3: 5,212 shares; 2025Q4: 5,212 shares 5,212 $367K 0.03% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,210 shares; 2024Q4: 6,669 shares; 2025Q1: 6,030 shares; 2025Q2: 5,575 shares; 2025Q3: 5,108 shares; 2025Q4: 3,463 shares 3,463 $348K 0.03% -1,645 Timeline GSST 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: 6,880 shares; 2024Q4: 6,829 shares; 2025Q1: 6,829 shares; 2025Q2: 6,829 shares; 2025Q3: 6,829 shares; 2025Q4: 6,689 shares 6,689 $338K 0.03% -140 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,980 shares; 2024Q4: 8,980 shares; 2025Q1: 8,980 shares; 2025Q2: 8,258 shares; 2025Q3: 8,258 shares; 2025Q4: 8,069 shares 8,069 $334K 0.03% -189 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: 2,743 shares; 2024Q4: 2,743 shares; 2025Q1: 2,741 shares; 2025Q2: 2,239 shares; 2025Q3: 2,262 shares; 2025Q4: 2,217 shares 2,217 $318K 0.03% -45 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,024 shares; 2025Q1: 1,006 shares; 2025Q2: 1,116 shares; 2025Q3: 1,121 shares; 2025Q4: 1,084 shares 1,084 $315K 0.03% -37 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,113 shares; 2024Q4: 6,035 shares; 2025Q1: 6,032 shares; 2025Q2: 6,032 shares; 2025Q3: 5,933 shares; 2025Q4: 5,867 shares 5,867 $303K 0.03% -66 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 3,036 shares; 2025Q1: 3,036 shares; 2025Q2: 3,036 shares; 2025Q3: 3,036 shares; 2025Q4: 3,036 shares 3,036 $294K 0.02% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 2,958 shares; 2025Q1: 3,058 shares; 2025Q2: 3,058 shares; 2025Q3: 3,075 shares; 2025Q4: 3,075 shares 3,075 $290K 0.02% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 3,446 shares; 2025Q1: 3,446 shares; 2025Q2: 3,446 shares; 2025Q3: 3,446 shares; 2025Q4: 3,446 shares 3,446 $285K 0.02% 0 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: 2,464 shares; 2024Q4: 2,464 shares; 2025Q1: 2,464 shares; 2025Q2: 2,391 shares; 2025Q3: 2,464 shares; 2025Q4: 2,464 shares 2,464 $281K 0.02% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,914 shares; 2025Q1: 1,914 shares; 2025Q2: 1,851 shares; 2025Q3: 1,914 shares; 2025Q4: 1,914 shares 1,914 $275K 0.02% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,322 shares; 2024Q4: 3,818 shares; 2025Q1: not reported; 2025Q2: 3,818 shares; 2025Q3: 3,818 shares; 2025Q4: 3,818 shares 3,818 $265K 0.02% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,410 shares; 2024Q4: 6,995 shares; 2025Q1: 6,528 shares; 2025Q2: 6,009 shares; 2025Q3: 5,482 shares; 2025Q4: 5,435 shares 5,435 $262K 0.02% -47 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: 4,997 shares; 2024Q4: 4,884 shares; 2025Q1: 3,775 shares; 2025Q2: 2,027 shares; 2025Q3: 2,027 shares; 2025Q4: 2,159 shares 2,159 $253K 0.02% +132 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 908 shares; 2025Q1: 929 shares; 2025Q2: 908 shares; 2025Q3: 921 shares; 2025Q4: 776 shares 776 $251K 0.02% -145 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,838 shares; 2025Q1: not reported; 2025Q2: 3,828 shares; 2025Q3: 3,828 shares; 2025Q4: 3,671 shares 3,671 $246K 0.02% -157 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,773 shares; 2025Q4: 8,015 shares 8,015 $234K 0.02% +242 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $228K 0.02% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,180 shares; 2024Q4: not reported; 2025Q1: 5,180 shares; 2025Q2: 5,180 shares; 2025Q3: 5,180 shares; 2025Q4: 5,180 shares 5,180 $226K 0.02% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,074 shares; 2025Q2: 3,074 shares; 2025Q3: 3,074 shares; 2025Q4: 3,074 shares 3,074 $223K 0.02% 0 Timeline PEY 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: 11,966 shares; 2024Q4: 11,966 shares; 2025Q1: 11,966 shares; 2025Q2: 11,597 shares; 2025Q3: 10,937 shares; 2025Q4: 10,711 shares 10,711 $218K 0.02% -226 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: 1,386 shares; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 1,045 shares; 2025Q3: 971 shares; 2025Q4: 971 shares 971 $213K 0.02% 0 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares 2,600 $211K 0.02% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,487 shares 1,487 $208K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,303 shares 6,303 $202K 0.02% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,203 shares 3,203 $200K 0.02% new Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $99.1K 0.01% 0 Timeline NNDM NANO DIMENSION LTD More: the full row for NANO DIMENSION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,139 shares; 2024Q4: 27,139 shares; 2025Q1: 25,019 shares; 2025Q2: 27,319 shares; 2025Q3: 27,319 shares; 2025Q4: 26,353 shares 26,353 $40.6K <0.01% -966 Timeline