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: 2,482 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,620 shares; 2025Q3: 2,438 shares; 2025Q4: 8,423 shares 8,423 $360K 0.02% +5,985 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,005 shares; 2024Q4: 6,210 shares; 2025Q1: 8,178 shares; 2025Q2: 7,881 shares; 2025Q3: 8,773 shares; 2025Q4: 8,731 shares 8,731 $359K 0.02% -42 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 730 shares; 2025Q1: 576 shares; 2025Q2: 607 shares; 2025Q3: 622 shares; 2025Q4: 612 shares 612 $355K 0.02% -10 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,150 shares; 2025Q4: 15,187 shares 15,187 $352K 0.02% +6,037 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 1,833 shares; 2025Q1: 1,160 shares; 2025Q2: 1,065 shares; 2025Q3: 1,126 shares; 2025Q4: 1,727 shares 1,727 $351K 0.02% +601 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,440 shares; 2025Q1: 7,440 shares; 2025Q2: 7,440 shares; 2025Q3: 7,440 shares; 2025Q4: 7,440 shares 7,440 $350K 0.02% 0 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $348K 0.02% 0 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,425 shares; 2025Q4: 7,581 shares 7,581 $344K 0.02% +2,156 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 4,119 shares; 2025Q1: 4,407 shares; 2025Q2: 4,119 shares; 2025Q3: 4,120 shares; 2025Q4: 4,120 shares 4,120 $342K 0.02% 0 Timeline FPE 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: not reported; 2024Q4: 35,520 shares; 2025Q1: 37,084 shares; 2025Q2: 34,150 shares; 2025Q3: 33,667 shares; 2025Q4: 18,594 shares 18,594 $339K 0.02% -15,073 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,690 shares; 2025Q4: 6,815 shares 6,815 $338K 0.02% +1,125 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,675 shares; 2024Q4: 8,416 shares; 2025Q1: 8,418 shares; 2025Q2: 8,405 shares; 2025Q3: 7,682 shares; 2025Q4: 6,437 shares 6,437 $334K 0.02% -1,245 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: not reported; 2025Q4: 11,562 shares 11,562 $333K 0.02% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,894 shares; 2024Q4: 15,995 shares; 2025Q1: 15,926 shares; 2025Q2: 15,378 shares; 2025Q3: 13,129 shares; 2025Q4: 11,543 shares 11,543 $333K 0.02% -1,586 Timeline PSCC INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,027 shares; 2025Q2: 7,173 shares; 2025Q3: 7,629 shares; 2025Q4: 10,688 shares 10,688 $332K 0.02% +3,059 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,844 shares; 2024Q4: 11,063 shares; 2025Q1: 11,196 shares; 2025Q2: 10,437 shares; 2025Q3: 8,706 shares; 2025Q4: 5,665 shares 5,665 $331K 0.02% -3,041 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 923 shares; 2024Q4: 905 shares; 2025Q1: 754 shares; 2025Q2: 771 shares; 2025Q3: 760 shares; 2025Q4: 631 shares 631 $330K 0.02% -129 Timeline IBDR 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: 24,987 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,593 shares 13,593 $329K 0.02% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 3,782 shares; 2025Q1: 2,875 shares; 2025Q2: 2,855 shares; 2025Q3: 3,637 shares; 2025Q4: 3,775 shares 3,775 $329K 0.02% +138 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,705 shares; 2025Q2: 3,873 shares; 2025Q3: 4,142 shares; 2025Q4: 4,053 shares 4,053 $329K 0.02% -89 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY 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: 935 shares 935 $328K 0.02% new Timeline IBDW 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: 15,497 shares 15,497 $328K 0.02% new 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: 4,100 shares; 2024Q4: 4,324 shares; 2025Q1: 4,559 shares; 2025Q2: 4,559 shares; 2025Q3: 4,516 shares; 2025Q4: 4,789 shares 4,789 $327K 0.02% +273 Timeline PALC 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: 6,791 shares; 2024Q4: 6,510 shares; 2025Q1: 6,446 shares; 2025Q2: 6,450 shares; 2025Q3: 6,255 shares; 2025Q4: 6,255 shares 6,255 $327K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: 2,128 shares; 2025Q1: 2,131 shares; 2025Q2: 2,135 shares; 2025Q3: 2,154 shares; 2025Q4: 2,157 shares 2,157 $326K 0.02% +3 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,972 shares; 2024Q4: 2,970 shares; 2025Q1: 3,020 shares; 2025Q2: 3,023 shares; 2025Q3: 2,731 shares; 2025Q4: 2,716 shares 2,716 $325K 0.02% -15 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,500 shares; 2025Q3: 7,470 shares; 2025Q4: 9,354 shares 9,354 $323K 0.02% +1,884 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,732 shares; 2025Q2: 64,809 shares; 2025Q3: 56,842 shares; 2025Q4: 34,421 shares 34,421 $319K 0.02% -22,421 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,506 shares; 2024Q4: 4,506 shares; 2025Q1: 4,506 shares; 2025Q2: 4,506 shares; 2025Q3: 4,506 shares; 2025Q4: 4,506 shares 4,506 $316K 0.02% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 4,308 shares; 2025Q1: 4,328 shares; 2025Q2: 4,341 shares; 2025Q3: 4,424 shares; 2025Q4: 5,023 shares 5,023 $314K 0.02% +599 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,118 shares; 2024Q4: 4,132 shares; 2025Q1: 3,992 shares; 2025Q2: 4,077 shares; 2025Q3: 3,964 shares; 2025Q4: 3,969 shares 3,969 $313K 0.02% +5 Timeline OEF 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: 1,192 shares; 2024Q4: 1,080 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 972 shares; 2025Q4: 913 shares 913 $313K 0.02% -59 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,707 shares; 2024Q4: 23,433 shares; 2025Q1: 21,868 shares; 2025Q2: 21,508 shares; 2025Q3: 20,707 shares; 2025Q4: 16,388 shares 16,388 $310K 0.02% -4,319 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,210 shares; 2025Q1: 5,878 shares; 2025Q2: 5,893 shares; 2025Q3: 5,722 shares; 2025Q4: 6,621 shares 6,621 $310K 0.02% +899 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,891 shares; 2024Q4: 4,906 shares; 2025Q1: 4,602 shares; 2025Q2: 4,102 shares; 2025Q3: 4,078 shares; 2025Q4: 3,936 shares 3,936 $310K 0.02% -142 Timeline FYC 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: 3,455 shares; 2024Q4: 3,457 shares; 2025Q1: 3,248 shares; 2025Q2: 3,248 shares; 2025Q3: 3,248 shares; 2025Q4: 3,211 shares 3,211 $309K 0.02% -37 Timeline MLRG 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: 3,341 shares; 2024Q4: 3,269 shares; 2025Q1: 3,270 shares; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares 3,270 $309K 0.02% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,536 shares; 2024Q4: 4,082 shares; 2025Q1: 4,840 shares; 2025Q2: 6,214 shares; 2025Q3: 5,034 shares; 2025Q4: 5,467 shares 5,467 $308K 0.02% +433 Timeline IWL 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: 1,951 shares; 2024Q4: 1,951 shares; 2025Q1: 1,805 shares; 2025Q2: 1,805 shares; 2025Q3: 1,805 shares; 2025Q4: 1,805 shares 1,805 $308K 0.02% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,826 shares; 2025Q3: 1,895 shares; 2025Q4: 2,038 shares 2,038 $306K 0.02% +143 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,297 shares; 2024Q4: 8,334 shares; 2025Q1: 8,367 shares; 2025Q2: 8,414 shares; 2025Q3: 8,456 shares; 2025Q4: 8,502 shares 8,502 $305K 0.02% +46 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,973 shares; 2025Q4: 3,052 shares 3,052 $305K 0.02% +79 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,859 shares; 2024Q4: 5,859 shares; 2025Q1: 5,859 shares; 2025Q2: 5,859 shares; 2025Q3: 5,659 shares; 2025Q4: 5,659 shares 5,659 $303K 0.02% 0 Timeline IYH 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: 6,696 shares; 2024Q4: 6,370 shares; 2025Q1: 6,370 shares; 2025Q2: 6,225 shares; 2025Q3: 5,246 shares; 2025Q4: 4,646 shares 4,646 $302K 0.02% -600 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,031 shares; 2025Q1: 2,424 shares; 2025Q2: 2,717 shares; 2025Q3: 2,723 shares; 2025Q4: 2,654 shares 2,654 $301K 0.02% -69 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,650 shares 17,650 $300K 0.02% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,302 shares 5,302 $300K 0.02% new Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,840 shares; 2024Q4: 14,934 shares; 2025Q1: 16,659 shares; 2025Q2: 16,294 shares; 2025Q3: 16,450 shares; 2025Q4: 15,984 shares 15,984 $300K 0.02% -466 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,560 shares; 2025Q4: 5,840 shares 5,840 $299K 0.02% -720 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 8,449 shares; 2025Q4: 13,334 shares 13,334 $299K 0.02% +4,885 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,639 shares; 2025Q1: 1,636 shares; 2025Q2: 1,572 shares; 2025Q3: 1,563 shares; 2025Q4: 1,700 shares 1,700 $298K 0.02% +137 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: 7,093 shares; 2025Q3: 7,821 shares; 2025Q4: 7,940 shares 7,940 $297K 0.02% +119 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,566 shares; 2025Q2: 15,672 shares; 2025Q3: 14,278 shares; 2025Q4: 14,282 shares 14,282 $295K 0.02% +4 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,090 shares; 2024Q4: 5,029 shares; 2025Q1: 5,624 shares; 2025Q2: 6,376 shares; 2025Q3: 6,125 shares; 2025Q4: 6,403 shares 6,403 $295K 0.02% +278 Timeline LGLV 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: 1,376 shares; 2024Q4: 1,476 shares; 2025Q1: 1,548 shares; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares; 2025Q4: 1,678 shares 1,678 $295K 0.02% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 5,164 shares; 2025Q1: 5,164 shares; 2025Q2: 5,439 shares; 2025Q3: 5,439 shares; 2025Q4: 5,439 shares 5,439 $294K 0.02% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,200 shares; 2025Q3: 10,700 shares; 2025Q4: 11,200 shares 11,200 $294K 0.02% +500 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,838 shares; 2024Q4: 2,728 shares; 2025Q1: not reported; 2025Q2: 2,628 shares; 2025Q3: 2,728 shares; 2025Q4: 2,658 shares 2,658 $288K 0.01% -70 Timeline SPYD 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: 5,692 shares; 2024Q4: 5,303 shares; 2025Q1: 5,316 shares; 2025Q2: 5,333 shares; 2025Q3: 5,348 shares; 2025Q4: 6,667 shares 6,667 $288K 0.01% +1,319 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,923 shares; 2024Q4: 1,928 shares; 2025Q1: 2,008 shares; 2025Q2: 1,920 shares; 2025Q3: 1,812 shares; 2025Q4: 1,937 shares 1,937 $288K 0.01% +125 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,670 shares; 2024Q4: 1,623 shares; 2025Q1: 1,627 shares; 2025Q2: 1,637 shares; 2025Q3: 1,657 shares; 2025Q4: 1,555 shares 1,555 $288K 0.01% -102 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 438 shares; 2025Q1: 524 shares; 2025Q2: 441 shares; 2025Q3: 398 shares; 2025Q4: 501 shares 501 $285K 0.01% +103 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 8,200 shares; 2025Q2: 5,877 shares; 2025Q3: 4,651 shares; 2025Q4: 3,916 shares 3,916 $280K 0.01% -735 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,432 shares; 2025Q3: 3,436 shares; 2025Q4: 3,038 shares 3,038 $280K 0.01% -398 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 1,827 shares 1,827 $280K 0.01% +1,466 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,395 shares 10,395 $280K 0.01% new Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,009 shares; 2025Q4: 4,209 shares 4,209 $280K 0.01% +200 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,503 shares 2,503 $279K 0.01% new 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: 3,554 shares; 2024Q4: 3,554 shares; 2025Q1: 3,554 shares; 2025Q2: 3,554 shares; 2025Q3: 3,454 shares; 2025Q4: 3,454 shares 3,454 $278K 0.01% 0 Timeline FALN 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: 7,635 shares; 2025Q1: 8,639 shares; 2025Q2: 9,973 shares; 2025Q3: 10,190 shares; 2025Q4: 10,158 shares 10,158 $277K 0.01% -32 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,615 shares; 2025Q3: 7,615 shares; 2025Q4: 9,865 shares 9,865 $277K 0.01% +2,250 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,721 shares; 2025Q3: 6,685 shares; 2025Q4: 6,673 shares 6,673 $276K 0.01% -12 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: 2,298 shares; 2024Q4: 2,310 shares; 2025Q1: 2,385 shares; 2025Q2: 2,471 shares; 2025Q3: 2,673 shares; 2025Q4: 2,666 shares 2,666 $273K 0.01% -7 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,933 shares; 2024Q4: 4,028 shares; 2025Q1: 4,400 shares; 2025Q2: 4,402 shares; 2025Q3: 4,405 shares; 2025Q4: 4,195 shares 4,195 $273K 0.01% -210 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: 4,416 shares; 2024Q4: 3,451 shares; 2025Q1: 3,540 shares; 2025Q2: 3,651 shares; 2025Q3: 3,744 shares; 2025Q4: 3,762 shares 3,762 $273K 0.01% +18 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,440 shares; 2024Q4: 3,451 shares; 2025Q1: 1,746 shares; 2025Q2: 1,267 shares; 2025Q3: 1,126 shares; 2025Q4: 1,096 shares 1,096 $270K 0.01% -30 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 5,462 shares; 2025Q1: 6,277 shares; 2025Q2: 8,672 shares; 2025Q3: 8,310 shares; 2025Q4: 7,585 shares 7,585 $269K 0.01% -725 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,782 shares; 2025Q4: 6,112 shares 6,112 $265K 0.01% +330 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: 3,422 shares; 2024Q4: 3,479 shares; 2025Q1: 3,625 shares; 2025Q2: 3,554 shares; 2025Q3: 3,555 shares; 2025Q4: 3,315 shares 3,315 $264K 0.01% -240 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,036 shares 4,036 $264K 0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,308 shares; 2025Q4: 2,355 shares 2,355 $263K 0.01% +47 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,087 shares; 2025Q2: 2,248 shares; 2025Q3: 2,416 shares; 2025Q4: 2,480 shares 2,480 $260K 0.01% +64 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL 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: 926 shares; 2025Q3: 1,136 shares; 2025Q4: 1,138 shares 1,138 $257K 0.01% +2 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,093 shares; 2024Q4: 9,131 shares; 2025Q1: 9,396 shares; 2025Q2: 9,390 shares; 2025Q3: 9,426 shares; 2025Q4: 9,445 shares 9,445 $257K 0.01% +19 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 1,924 shares; 2025Q1: 1,924 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares; 2025Q4: 1,968 shares 1,968 $257K 0.01% +94 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares 462 $255K 0.01% 0 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: 1,116 shares; 2024Q4: 1,116 shares; 2025Q1: 1,042 shares; 2025Q2: 994 shares; 2025Q3: 1,025 shares; 2025Q4: 2,137 shares 2,137 $255K 0.01% +1,112 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,024 shares 25,024 $255K 0.01% new Timeline CORP 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: 119,865 shares; 2024Q4: 6,248 shares; 2025Q1: 6,046 shares; 2025Q2: 2,777 shares; 2025Q3: 2,582 shares; 2025Q4: 2,597 shares 2,597 $254K 0.01% +15 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 4,198 shares; 2025Q1: 4,333 shares; 2025Q2: 4,727 shares; 2025Q3: 3,801 shares; 2025Q4: 3,970 shares 3,970 $253K 0.01% +169 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 1,764 shares; 2025Q1: 1,764 shares; 2025Q2: 1,764 shares; 2025Q3: 1,776 shares; 2025Q4: 1,781 shares 1,781 $251K 0.01% +5 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,370 shares; 2024Q4: 7,289 shares; 2025Q1: 7,307 shares; 2025Q2: 7,977 shares; 2025Q3: 6,960 shares; 2025Q4: 6,883 shares 6,883 $250K 0.01% -77 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: 3,268 shares; 2024Q4: 3,268 shares; 2025Q1: 3,268 shares; 2025Q2: 3,264 shares; 2025Q3: 2,659 shares; 2025Q4: 2,577 shares 2,577 $250K 0.01% -82 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,105 shares; 2025Q1: 5,055 shares; 2025Q2: 5,605 shares; 2025Q3: 5,525 shares; 2025Q4: 5,525 shares 5,525 $247K 0.01% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,255 shares 2,255 $247K 0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,900 shares; 2025Q3: 1,313 shares; 2025Q4: 1,313 shares 1,313 $247K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,377 shares; 2025Q2: 3,367 shares; 2025Q3: 3,766 shares; 2025Q4: 4,105 shares 4,105 $247K 0.01% +339 Timeline INDA 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: 16,631 shares; 2024Q4: 17,556 shares; 2025Q1: 19,391 shares; 2025Q2: 19,930 shares; 2025Q3: 20,418 shares; 2025Q4: 4,559 shares 4,559 $246K 0.01% -15,859 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,492 shares; 2024Q4: 22,809 shares; 2025Q1: 22,330 shares; 2025Q2: 21,330 shares; 2025Q3: 20,026 shares; 2025Q4: 16,616 shares 16,616 $246K 0.01% -3,410 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 295 shares; 2025Q1: 241 shares; 2025Q2: 230 shares; 2025Q3: 220 shares; 2025Q4: 230 shares 230 $246K 0.01% +10 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,139 shares; 2025Q4: 1,204 shares 1,204 $245K 0.01% +65 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,819 shares; 2025Q3: 8,673 shares; 2025Q4: 8,673 shares 8,673 $245K 0.01% 0 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,154 shares 4,154 $244K 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 725 shares; 2025Q2: not reported; 2025Q3: 720 shares; 2025Q4: 720 shares 720 $243K 0.01% 0 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,294 shares; 2025Q3: 2,528 shares; 2025Q4: 2,701 shares 2,701 $243K 0.01% +173 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY 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: 1,000 shares; 2025Q4: 1,000 shares 1,000 $243K 0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,895 shares; 2025Q4: 1,898 shares 1,898 $242K 0.01% +3 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,693 shares; 2025Q1: 11,505 shares; 2025Q2: 12,975 shares; 2025Q3: 13,227 shares; 2025Q4: 2,173 shares 2,173 $241K 0.01% -11,054 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 3,122 shares; 2025Q1: 2,995 shares; 2025Q2: 3,174 shares; 2025Q3: 2,987 shares; 2025Q4: 2,839 shares 2,839 $240K 0.01% -148 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: 4,662 shares; 2024Q4: 4,612 shares; 2025Q1: 4,620 shares; 2025Q2: 5,068 shares; 2025Q3: 5,110 shares; 2025Q4: 4,965 shares 4,965 $240K 0.01% -145 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 310 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 310 shares 310 $239K 0.01% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,398 shares 1,398 $239K 0.01% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,805 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,286 shares 1,286 $239K 0.01% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,295 shares; 2024Q4: 5,971 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,578 shares; 2025Q4: 4,149 shares 4,149 $239K 0.01% +571 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,462 shares; 2025Q4: 9,462 shares 9,462 $236K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,155 shares 3,155 $233K 0.01% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,550 shares; 2025Q3: not reported; 2025Q4: 2,920 shares 2,920 $232K 0.01% new Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,674 shares; 2025Q4: 8,690 shares 8,690 $231K 0.01% +16 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE 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: 6,395 shares 6,395 $228K 0.01% new Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,336 shares; 2024Q4: 3,336 shares; 2025Q1: 3,336 shares; 2025Q2: 3,336 shares; 2025Q3: 3,336 shares; 2025Q4: 3,336 shares 3,336 $228K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,430 shares; 2025Q1: 1,316 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 722 shares 722 $227K 0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 1,658 shares; 2025Q3: 1,662 shares; 2025Q4: 1,662 shares 1,662 $227K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,406 shares; 2024Q4: 5,589 shares; 2025Q1: 6,864 shares; 2025Q2: 5,644 shares; 2025Q3: 3,945 shares; 2025Q4: 4,445 shares 4,445 $226K 0.01% +500 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 4,696 shares; 2025Q1: 4,701 shares; 2025Q2: 4,627 shares; 2025Q3: 4,611 shares; 2025Q4: 4,518 shares 4,518 $226K 0.01% -93 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,057 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,483 shares; 2025Q3: 7,702 shares; 2025Q4: 7,388 shares 7,388 $226K 0.01% -314 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,319 shares; 2024Q4: 9,282 shares; 2025Q1: 9,098 shares; 2025Q2: not reported; 2025Q3: 8,177 shares; 2025Q4: 7,964 shares 7,964 $225K 0.01% -213 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 606 shares 606 $223K 0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 487 shares; 2025Q4: 478 shares 478 $223K 0.01% -9 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,563 shares; 2025Q1: 3,807 shares; 2025Q2: 3,625 shares; 2025Q3: 3,654 shares; 2025Q4: 3,674 shares 3,674 $222K 0.01% +20 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 567 shares 567 $221K 0.01% new Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,893 shares; 2025Q3: 16,137 shares; 2025Q4: 17,906 shares 17,906 $221K 0.01% +1,769 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY 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: 8,805 shares; 2025Q2: 9,905 shares; 2025Q3: 9,155 shares; 2025Q4: 9,155 shares 9,155 $220K 0.01% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,247 shares; 2025Q1: 15,954 shares; 2025Q2: 18,254 shares; 2025Q3: 16,849 shares; 2025Q4: 16,849 shares 16,849 $220K 0.01% 0 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,662 shares; 2025Q2: 3,665 shares; 2025Q3: 3,607 shares; 2025Q4: 3,609 shares 3,609 $219K 0.01% +2 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,406 shares; 2025Q1: 2,816 shares; 2025Q2: 2,471 shares; 2025Q3: 2,402 shares; 2025Q4: 2,292 shares 2,292 $219K 0.01% -110 Timeline XOP 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: 1,695 shares; 2024Q4: 1,696 shares; 2025Q1: 1,712 shares; 2025Q2: 1,641 shares; 2025Q3: 1,861 shares; 2025Q4: 1,726 shares 1,726 $218K 0.01% -135 Timeline XITK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,059 shares; 2024Q4: 1,734 shares; 2025Q1: 1,377 shares; 2025Q2: 1,334 shares; 2025Q3: 1,264 shares; 2025Q4: 1,218 shares 1,218 $217K 0.01% -46 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,048 shares; 2024Q4: 5,744 shares; 2025Q1: 5,665 shares; 2025Q2: 5,600 shares; 2025Q3: 4,873 shares; 2025Q4: 3,715 shares 3,715 $217K 0.01% -1,158 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: not reported; 2024Q4: 8,272 shares; 2025Q1: 9,891 shares; 2025Q2: 9,691 shares; 2025Q3: 9,025 shares; 2025Q4: 8,225 shares 8,225 $216K 0.01% -800 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,135 shares; 2025Q4: 1,095 shares 1,095 $216K 0.01% -40 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 851 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 822 shares; 2025Q4: 946 shares 946 $215K 0.01% +124 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,310 shares; 2025Q4: 8,647 shares 8,647 $215K 0.01% +337 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,330 shares 2,330 $214K 0.01% new Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,244 shares; 2025Q3: 9,346 shares; 2025Q4: 10,693 shares 10,693 $212K 0.01% +1,347 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 993 shares 993 $210K 0.01% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,475 shares; 2025Q4: 5,475 shares 5,475 $210K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,030 shares; 2025Q2: 1,017 shares; 2025Q3: 1,017 shares; 2025Q4: 1,008 shares 1,008 $210K 0.01% -9 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,136 shares 4,136 $209K 0.01% new Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,568 shares; 2025Q4: 2,743 shares 2,743 $208K 0.01% +175 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 706 shares 706 $207K 0.01% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,182 shares; 2024Q4: 3,686 shares; 2025Q1: 3,696 shares; 2025Q2: 3,446 shares; 2025Q3: 3,209 shares; 2025Q4: 3,182 shares 3,182 $207K 0.01% -27 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,163 shares; 2024Q4: 7,223 shares; 2025Q1: 7,329 shares; 2025Q2: 7,868 shares; 2025Q3: 4,723 shares; 2025Q4: 4,394 shares 4,394 $207K 0.01% -329 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,653 shares 5,653 $206K 0.01% new 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: 9,926 shares; 2024Q4: 9,820 shares; 2025Q1: 9,958 shares; 2025Q2: 9,979 shares; 2025Q3: 10,001 shares; 2025Q4: 8,860 shares 8,860 $206K 0.01% -1,141 Timeline JSMD 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: 2,507 shares; 2025Q4: 2,507 shares 2,507 $205K 0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,533 shares; 2024Q4: not reported; 2025Q1: 3,577 shares; 2025Q2: 3,483 shares; 2025Q3: 3,383 shares; 2025Q4: 3,172 shares 3,172 $203K 0.01% -211 Timeline VIS 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: 782 shares; 2024Q4: 832 shares; 2025Q1: not reported; 2025Q2: 782 shares; 2025Q3: 705 shares; 2025Q4: 676 shares 676 $202K 0.01% -29 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,803 shares 2,803 $201K 0.01% new Timeline INMU 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: not reported; 2025Q4: 8,355 shares 8,355 $201K 0.01% new Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,869 shares 4,869 $201K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,507 shares 4,507 $200K 0.01% new Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $200K 0.01% 0 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,271 shares; 2025Q3: 15,089 shares; 2025Q4: 17,165 shares 17,165 $178K 0.01% +2,076 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,920 shares; 2024Q4: 10,920 shares; 2025Q1: 10,920 shares; 2025Q2: 10,920 shares; 2025Q3: 10,920 shares; 2025Q4: 10,920 shares 10,920 $177K 0.01% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,551 shares; 2025Q1: 13,092 shares; 2025Q2: 11,777 shares; 2025Q3: 12,240 shares; 2025Q4: 12,690 shares 12,690 $172K 0.01% +450 Timeline SPFF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,212 shares; 2024Q4: 13,351 shares; 2025Q1: 14,253 shares; 2025Q2: 15,985 shares; 2025Q3: 16,497 shares; 2025Q4: 18,089 shares 18,089 $169K 0.01% +1,592 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,852 shares; 2024Q4: 14,223 shares; 2025Q1: 14,159 shares; 2025Q2: 14,167 shares; 2025Q3: 14,817 shares; 2025Q4: 12,754 shares 12,754 $162K 0.01% -2,063 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,510 shares; 2025Q3: 14,269 shares; 2025Q4: 15,339 shares 15,339 $153K 0.01% +1,070 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,345 shares; 2024Q4: 11,101 shares; 2025Q1: 11,140 shares; 2025Q2: 12,148 shares; 2025Q3: 11,837 shares; 2025Q4: 10,318 shares 10,318 $148K 0.01% -1,519 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,295 shares 10,295 $146K 0.01% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,279 shares; 2024Q4: 20,284 shares; 2025Q1: 13,039 shares; 2025Q2: 13,039 shares; 2025Q3: 13,194 shares; 2025Q4: 11,004 shares 11,004 $145K 0.01% -2,190 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,014 shares; 2025Q2: 11,014 shares; 2025Q3: 11,014 shares; 2025Q4: 10,814 shares 10,814 $144K 0.01% -200 Timeline GMEWS GAMESTOP CORP NEW More: the full row for GAMESTOP CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,409 shares 43,409 $131K 0.01% new Timeline DMAC DIAMEDICA THERAPEUTICS INC More: the full row for DIAMEDICA THERAPEUTICS 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: 16,250 shares; 2025Q2: 16,250 shares; 2025Q3: 16,250 shares; 2025Q4: 16,250 shares 16,250 $129K 0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,680 shares; 2024Q4: 13,940 shares; 2025Q1: 13,009 shares; 2025Q2: 12,881 shares; 2025Q3: 12,468 shares; 2025Q4: 12,173 shares 12,173 $123K 0.01% -295 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,095 shares 15,095 $118K 0.01% new Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,192 shares 11,192 $100K 0.01% new Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,936 shares; 2024Q4: 21,935 shares; 2025Q1: 17,337 shares; 2025Q2: 18,281 shares; 2025Q3: 18,641 shares; 2025Q4: 12,491 shares 12,491 $97.1K 0.01% -6,150 Timeline CRVO CERVOMED INC More: the full row for CERVOMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,650 shares; 2025Q1: 17,850 shares; 2025Q2: 17,850 shares; 2025Q3: 13,470 shares; 2025Q4: 10,760 shares 10,760 $85K <0.01% -2,710 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 13,085 shares; 2025Q4: 13,585 shares 13,585 $73.4K <0.01% +500 Timeline OIA INVESCO MUNI INCOME OPP TRST More: the full row for INVESCO MUNI INCOME OPP TRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,064 shares; 2025Q1: 11,064 shares; 2025Q2: 11,064 shares; 2025Q3: 11,064 shares; 2025Q4: 11,064 shares 11,064 $66.5K <0.01% 0 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES 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: 13,578 shares; 2025Q2: 11,178 shares; 2025Q3: 32,002 shares; 2025Q4: 12,178 shares 12,178 $57.5K <0.01% -19,824 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $48.6K <0.01% 0 Timeline COTY COTY INC More: the full row for COTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,034 shares 12,034 $37.1K <0.01% new Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,900 shares; 2025Q3: 12,900 shares; 2025Q4: 12,900 shares 12,900 $31.9K <0.01% 0 Timeline BHR BRAEMAR HOTELS & RESORTS INC More: the full row for BRAEMAR HOTELS & RESORTS 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: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $31.6K <0.01% 0 Timeline OLPX OLAPLEX HLDGS INC More: the full row for OLAPLEX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,950 shares; 2025Q1: 20,950 shares; 2025Q2: 20,950 shares; 2025Q3: 20,950 shares; 2025Q4: 20,950 shares 20,950 $28.1K <0.01% 0 Timeline ADV ADVANTAGE SOLUTIONS INC More: the full row for ADVANTAGE SOLUTIONS 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: 16,830 shares; 2025Q2: 29,330 shares; 2025Q3: 29,330 shares; 2025Q4: 29,330 shares 29,330 $25.8K <0.01% 0 Timeline SABR SABRE CORP More: the full row for SABRE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $20.4K <0.01% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,530 shares; 2025Q2: 10,530 shares; 2025Q3: 10,530 shares; 2025Q4: 10,305 shares 10,305 $20.3K <0.01% -225 Timeline