HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 850 shares; 2025Q1: 1,455 shares; 2025Q2: 1,355 shares; 2025Q3: 1,315 shares; 2025Q4: 1,517 shares 1,517 $172K 0.01% +202 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,321 shares; 2024Q4: 3,026 shares; 2025Q1: 2,973 shares; 2025Q2: 3,049 shares; 2025Q3: 2,929 shares; 2025Q4: 2,989 shares 2,989 $171K 0.01% +60 Timeline NFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares 6,100 $171K 0.01% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 106 shares; 2025Q1: 2,742 shares; 2025Q2: 2,675 shares; 2025Q3: 1,717 shares; 2025Q4: 1,678 shares 1,678 $171K 0.01% -39 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 41 shares; 2025Q1: 149 shares; 2025Q2: 658 shares; 2025Q3: 987 shares; 2025Q4: 1,175 shares 1,175 $170K 0.01% +188 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 450 shares; 2025Q1: 1,750 shares; 2025Q2: 3,171 shares; 2025Q3: 3,343 shares; 2025Q4: 3,365 shares 3,365 $170K 0.01% +22 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: 920 shares; 2024Q4: 920 shares; 2025Q1: 1,084 shares; 2025Q2: 806 shares; 2025Q3: 836 shares; 2025Q4: 835 shares 835 $170K 0.01% -1 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,234 shares; 2024Q4: 78,581 shares; 2025Q1: 79,731 shares; 2025Q2: 83,629 shares; 2025Q3: 61,864 shares; 2025Q4: 6,179 shares 6,179 $169K 0.01% -55,685 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,769 shares; 2024Q4: 1,452 shares; 2025Q1: 2,026 shares; 2025Q2: 2,118 shares; 2025Q3: 2,123 shares; 2025Q4: 2,123 shares 2,123 $168K 0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698 shares; 2024Q4: 749 shares; 2025Q1: 886 shares; 2025Q2: 1,123 shares; 2025Q3: 1,133 shares; 2025Q4: 3,123 shares 3,123 $168K 0.01% +1,990 Timeline DXJ 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: 720 shares; 2024Q4: 888 shares; 2025Q1: 748 shares; 2025Q2: 686 shares; 2025Q3: 1,129 shares; 2025Q4: 1,166 shares 1,166 $168K 0.01% +37 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,661 shares; 2024Q4: 5,432 shares; 2025Q1: 5,293 shares; 2025Q2: 5,678 shares; 2025Q3: 5,653 shares; 2025Q4: 4,881 shares 4,881 $167K 0.01% -772 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 775 shares; 2025Q2: 500 shares; 2025Q3: 1,423 shares; 2025Q4: 1,423 shares 1,423 $167K 0.01% 0 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 490 shares; 2025Q1: 1,914 shares; 2025Q2: 2,617 shares; 2025Q3: 4,129 shares; 2025Q4: 7,366 shares 7,366 $166K 0.01% +3,237 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: 1,415 shares; 2024Q4: 1,424 shares; 2025Q1: 2,306 shares; 2025Q2: 2,327 shares; 2025Q3: 2,598 shares; 2025Q4: 3,647 shares 3,647 $165K 0.01% +1,049 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: 883 shares; 2024Q4: 906 shares; 2025Q1: 946 shares; 2025Q2: 898 shares; 2025Q3: 1,327 shares; 2025Q4: 1,991 shares 1,991 $165K 0.01% +664 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: 2,167 shares; 2024Q4: 2,168 shares; 2025Q1: 1,652 shares; 2025Q2: 1,546 shares; 2025Q3: 1,547 shares; 2025Q4: 1,647 shares 1,647 $164K 0.01% +100 Timeline EELV 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: 772 shares; 2024Q4: 780 shares; 2025Q1: 786 shares; 2025Q2: 543 shares; 2025Q3: 550 shares; 2025Q4: 5,985 shares 5,985 $164K 0.01% +5,435 Timeline NYM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,564 shares 6,564 $164K 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: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 1,197 shares; 2025Q3: 1,646 shares; 2025Q4: 7,061 shares 7,061 $164K 0.01% +5,415 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 755 shares; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 515 shares; 2025Q4: 515 shares 515 $164K 0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,701 shares; 2025Q1: 1,540 shares; 2025Q2: 1,490 shares; 2025Q3: 1,063 shares; 2025Q4: 648 shares 648 $164K 0.01% -415 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,998 shares; 2024Q4: 3,998 shares; 2025Q1: 3,998 shares; 2025Q2: 8,413 shares; 2025Q3: 9,589 shares; 2025Q4: 10,165 shares 10,165 $163K 0.01% +576 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 31 shares; 2025Q2: 38 shares; 2025Q3: 339 shares; 2025Q4: 840 shares 840 $163K 0.01% +501 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 363 shares; 2025Q1: 1,694 shares; 2025Q2: 8,140 shares; 2025Q3: 13,121 shares; 2025Q4: 15,428 shares 15,428 $162K 0.01% +2,307 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,052 shares; 2025Q4: 1,054 shares 1,054 $161K 0.01% +2 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 2,871 shares; 2025Q4: 3,856 shares 3,856 $161K 0.01% +985 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,194 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 1,171 shares; 2025Q4: 1,171 shares 1,171 $160K 0.01% 0 Timeline NDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,500 shares; 2025Q1: 3,775 shares; 2025Q2: 3,775 shares; 2025Q3: 3,775 shares; 2025Q4: 5,775 shares 5,775 $160K 0.01% +2,000 Timeline SLYG 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: 29,872 shares; 2024Q4: 19,559 shares; 2025Q1: 20,045 shares; 2025Q2: 2,154 shares; 2025Q3: 2,226 shares; 2025Q4: 1,698 shares 1,698 $160K 0.01% -528 Timeline XAR 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: 1,469 shares; 2024Q4: 1,270 shares; 2025Q1: 640 shares; 2025Q2: 630 shares; 2025Q3: 753 shares; 2025Q4: 660 shares 660 $159K 0.01% -93 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136 shares; 2025Q1: 1,340 shares; 2025Q2: 2,275 shares; 2025Q3: 3,246 shares; 2025Q4: 3,537 shares 3,537 $159K 0.01% +291 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: 1,608 shares; 2024Q4: 2,258 shares; 2025Q1: 2,218 shares; 2025Q2: 2,243 shares; 2025Q3: 2,243 shares; 2025Q4: 1,943 shares 1,943 $159K 0.01% -300 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 456 shares; 2025Q1: 534 shares; 2025Q2: 483 shares; 2025Q3: 518 shares; 2025Q4: 890 shares 890 $158K 0.01% +372 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,457 shares; 2024Q4: 13,385 shares; 2025Q1: 17,032 shares; 2025Q2: 16,569 shares; 2025Q3: 4,991 shares; 2025Q4: 3,031 shares 3,031 $157K 0.01% -1,960 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,778 shares; 2024Q4: 9,644 shares; 2025Q1: 9,774 shares; 2025Q2: 4,749 shares; 2025Q3: 806 shares; 2025Q4: 804 shares 804 $157K 0.01% -2 Timeline USFR 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: 18 shares; 2024Q4: not reported; 2025Q1: 246 shares; 2025Q2: 95 shares; 2025Q3: 1,095 shares; 2025Q4: 3,115 shares 3,115 $157K 0.01% +2,020 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: 21 shares; 2024Q4: 1,087 shares; 2025Q1: 1,092 shares; 2025Q2: 1,101 shares; 2025Q3: 1,089 shares; 2025Q4: 1,557 shares 1,557 $156K 0.01% +468 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 597 shares; 2025Q4: 557 shares 557 $155K 0.01% -40 Timeline SAUG 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: 4,571 shares; 2024Q4: 5,615 shares; 2025Q1: 5,592 shares; 2025Q2: 6,113 shares; 2025Q3: 6,170 shares; 2025Q4: 6,077 shares 6,077 $155K 0.01% -93 Timeline SCHQ 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: 13,488 shares; 2024Q4: 13,488 shares; 2025Q1: 2,896 shares; 2025Q2: 2,956 shares; 2025Q3: 4,804 shares; 2025Q4: 4,833 shares 4,833 $153K 0.01% +29 Timeline VCLT 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: 157 shares; 2024Q4: 160 shares; 2025Q1: 1,800 shares; 2025Q2: 1,900 shares; 2025Q3: 1,123 shares; 2025Q4: 2,019 shares 2,019 $153K 0.01% +896 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: 650 shares; 2024Q4: 650 shares; 2025Q1: 657 shares; 2025Q2: 751 shares; 2025Q3: 751 shares; 2025Q4: 776 shares 776 $153K 0.01% +25 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,388 shares; 2025Q1: 1,416 shares; 2025Q2: 1,416 shares; 2025Q3: 1,348 shares; 2025Q4: 1,359 shares 1,359 $152K 0.01% +11 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1,267 shares; 2025Q1: 1,190 shares; 2025Q2: 2,022 shares; 2025Q3: 1,184 shares; 2025Q4: 1,180 shares 1,180 $152K 0.01% -4 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 570 shares; 2025Q1: 522 shares; 2025Q2: 444 shares; 2025Q3: 458 shares; 2025Q4: 406 shares 406 $152K 0.01% -52 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,057 shares; 2024Q4: 5,766 shares; 2025Q1: 5,471 shares; 2025Q2: 5,677 shares; 2025Q3: 4,132 shares; 2025Q4: 4,137 shares 4,137 $151K 0.01% +5 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 1,793 shares; 2025Q1: 2,362 shares; 2025Q2: 1,888 shares; 2025Q3: 1,343 shares; 2025Q4: 1,735 shares 1,735 $151K 0.01% +392 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares 4,000 $151K 0.01% new Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,139 shares; 2024Q4: 4,139 shares; 2025Q1: 4,721 shares; 2025Q2: 4,824 shares; 2025Q3: 4,791 shares; 2025Q4: 4,067 shares 4,067 $151K 0.01% -724 Timeline FDEC 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: 4,158 shares; 2025Q2: 4,099 shares; 2025Q3: 3,063 shares; 2025Q4: 2,930 shares 2,930 $150K 0.01% -133 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 12 shares; 2025Q1: 30 shares; 2025Q2: 190 shares; 2025Q3: 381 shares; 2025Q4: 393 shares 393 $149K 0.01% +12 Timeline EVIM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 2,888 shares; 2025Q2: 2,804 shares; 2025Q3: 2,804 shares; 2025Q4: 2,804 shares 2,804 $149K 0.01% 0 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 196 shares; 2025Q1: 624 shares; 2025Q2: 2,842 shares; 2025Q3: 4,875 shares; 2025Q4: 6,242 shares 6,242 $149K 0.01% +1,367 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,154 shares; 2024Q4: 8,735 shares; 2025Q1: 7,293 shares; 2025Q2: 5,926 shares; 2025Q3: 3,237 shares; 2025Q4: 3,110 shares 3,110 $149K 0.01% -127 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 398 shares; 2025Q1: 442 shares; 2025Q2: 447 shares; 2025Q3: 445 shares; 2025Q4: 421 shares 421 $148K 0.01% -24 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,459 shares; 2024Q4: 3,690 shares; 2025Q1: 3,027 shares; 2025Q2: 2,997 shares; 2025Q3: 3,381 shares; 2025Q4: 3,145 shares 3,145 $147K 0.01% -236 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 314 shares; 2025Q1: 667 shares; 2025Q2: 3,159 shares; 2025Q3: 5,315 shares; 2025Q4: 6,148 shares 6,148 $147K 0.01% +833 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,450 shares; 2025Q1: 2,720 shares; 2025Q2: 3,050 shares; 2025Q3: 2,100 shares; 2025Q4: 1,750 shares 1,750 $146K 0.01% -350 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 589 shares; 2024Q4: 578 shares; 2025Q1: 583 shares; 2025Q2: 585 shares; 2025Q3: 587 shares; 2025Q4: 569 shares 569 $146K 0.01% -18 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,822 shares; 2025Q2: 2,822 shares; 2025Q3: 3,872 shares; 2025Q4: 5,864 shares 5,864 $145K 0.01% +1,992 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,950 shares; 2025Q2: 2,950 shares; 2025Q3: 2,950 shares; 2025Q4: 2,950 shares 2,950 $144K 0.01% 0 Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 5,200 shares; 2025Q3: 5,140 shares; 2025Q4: 4,540 shares 4,540 $143K 0.01% -600 Timeline VTWV 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: 944 shares; 2024Q4: 944 shares; 2025Q1: 887 shares; 2025Q2: 887 shares; 2025Q3: 888 shares; 2025Q4: 888 shares 888 $142K 0.01% 0 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 1,980 shares; 2025Q3: 2,895 shares; 2025Q4: 2,485 shares 2,485 $142K 0.01% -410 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 582 shares; 2025Q1: 705 shares; 2025Q2: 582 shares; 2025Q3: 668 shares; 2025Q4: 933 shares 933 $142K 0.01% +265 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 285 shares; 2025Q2: 590 shares; 2025Q3: 1,430 shares; 2025Q4: 1,960 shares 1,960 $141K 0.01% +530 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,910 shares; 2024Q4: 6,357 shares; 2025Q1: 6,180 shares; 2025Q2: 5,983 shares; 2025Q3: 1,957 shares; 2025Q4: 860 shares 860 $140K 0.01% -1,097 Timeline MDYG 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: 1,839 shares; 2024Q4: 1,842 shares; 2025Q1: 1,843 shares; 2025Q2: 1,578 shares; 2025Q3: 1,516 shares; 2025Q4: 1,518 shares 1,518 $140K 0.01% +2 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 494 shares; 2025Q1: 479 shares; 2025Q2: 476 shares; 2025Q3: 235 shares; 2025Q4: 247 shares 247 $140K 0.01% +12 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 762 shares; 2025Q1: 962 shares; 2025Q2: 977 shares; 2025Q3: 762 shares; 2025Q4: 762 shares 762 $139K 0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 871 shares; 2025Q1: 864 shares; 2025Q2: 612 shares; 2025Q3: 636 shares; 2025Q4: 560 shares 560 $138K 0.01% -76 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,733 shares 1,733 $137K 0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,904 shares; 2024Q4: 4,743 shares; 2025Q1: 4,793 shares; 2025Q2: 4,909 shares; 2025Q3: 336 shares; 2025Q4: 407 shares 407 $137K 0.01% +71 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 572 shares; 2025Q3: 572 shares; 2025Q4: 572 shares 572 $137K 0.01% 0 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: 15,548 shares; 2024Q4: 15,720 shares; 2025Q1: 13,658 shares; 2025Q2: 10,676 shares; 2025Q3: 3,957 shares; 2025Q4: 3,775 shares 3,775 $137K 0.01% -182 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 438 shares; 2025Q1: 465 shares; 2025Q2: 423 shares; 2025Q3: 146 shares; 2025Q4: 1,450 shares 1,450 $136K 0.01% +1,304 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: not reported; 2025Q2: 125 shares; 2025Q3: 1,245 shares; 2025Q4: 1,897 shares 1,897 $136K 0.01% +652 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,619 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $135K 0.01% 0 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,653 shares; 2025Q1: 3,698 shares; 2025Q2: 3,708 shares; 2025Q3: 3,640 shares; 2025Q4: 3,248 shares 3,248 $134K 0.01% -392 Timeline YJUN 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: 3,686 shares; 2024Q4: 4,697 shares; 2025Q1: 4,680 shares; 2025Q2: 4,984 shares; 2025Q3: 5,253 shares; 2025Q4: 5,228 shares 5,228 $134K 0.01% -25 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 2,831 shares; 2025Q1: 2,520 shares; 2025Q2: 2,503 shares; 2025Q3: 828 shares; 2025Q4: 1,437 shares 1,437 $134K 0.01% +609 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 485 shares 485 $134K 0.01% +79 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: 10,284 shares; 2024Q4: 11,393 shares; 2025Q1: 12,490 shares; 2025Q2: 10,977 shares; 2025Q3: 4,218 shares; 2025Q4: 2,668 shares 2,668 $133K 0.01% -1,550 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 3,120 shares; 2025Q1: 2,864 shares; 2025Q2: 2,800 shares; 2025Q3: 2,868 shares; 2025Q4: 2,869 shares 2,869 $133K 0.01% +1 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,025 shares; 2024Q4: 2,270 shares; 2025Q1: 1,500 shares; 2025Q2: 3,000 shares; 2025Q3: 4,250 shares; 2025Q4: 4,480 shares 4,480 $133K 0.01% +230 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 858 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 629 shares 629 $132K 0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 461 shares; 2025Q1: 465 shares; 2025Q2: 464 shares; 2025Q3: 472 shares; 2025Q4: 464 shares 464 $132K 0.01% -8 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,648 shares; 2025Q1: 1,583 shares; 2025Q2: 1,586 shares; 2025Q3: 1,592 shares; 2025Q4: 1,524 shares 1,524 $131K 0.01% -68 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: 229 shares; 2024Q4: 230 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 232 shares; 2025Q4: 278 shares 278 $130K 0.01% +46 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,886 shares; 2025Q1: 1,863 shares; 2025Q2: 1,860 shares; 2025Q3: 1,862 shares; 2025Q4: 1,864 shares 1,864 $129K 0.01% +2 Timeline DAUG 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: 3,286 shares; 2024Q4: 3,286 shares; 2025Q1: 3,286 shares; 2025Q2: 3,286 shares; 2025Q3: 3,259 shares; 2025Q4: 2,909 shares 2,909 $129K 0.01% -350 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: 1,052 shares; 2024Q4: 842 shares; 2025Q1: 760 shares; 2025Q2: 1,045 shares; 2025Q3: 1,385 shares; 2025Q4: 1,365 shares 1,365 $129K 0.01% -20 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,342 shares; 2024Q4: 5,342 shares; 2025Q1: 5,297 shares; 2025Q2: 5,297 shares; 2025Q3: 5,197 shares; 2025Q4: 5,097 shares 5,097 $128K 0.01% -100 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: 2,300 shares; 2024Q4: 2,000 shares; 2025Q1: 2,089 shares; 2025Q2: 2,117 shares; 2025Q3: 2,117 shares; 2025Q4: 2,047 shares 2,047 $128K 0.01% -70 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,286 shares; 2025Q4: 1,517 shares 1,517 $127K 0.01% +231 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 4,767 shares; 2025Q1: 4,171 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares 2,360 $127K 0.01% 0 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: 84,729 shares; 2024Q4: 103,042 shares; 2025Q1: 116,723 shares; 2025Q2: 126,584 shares; 2025Q3: 24,772 shares; 2025Q4: 3,085 shares 3,085 $127K 0.01% -21,687 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 896 shares; 2025Q2: 1,070 shares; 2025Q3: 1,147 shares; 2025Q4: 1,202 shares 1,202 $127K 0.01% +55 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 519 shares; 2025Q1: 819 shares; 2025Q2: 929 shares; 2025Q3: 1,129 shares; 2025Q4: 1,280 shares 1,280 $127K 0.01% +151 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: 9,180 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,441 shares; 2025Q4: 5,441 shares 5,441 $126K 0.01% 0 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: 7,353 shares 7,353 $125K 0.01% new Timeline FAUG 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: 866 shares; 2024Q4: 866 shares; 2025Q1: 866 shares; 2025Q2: 866 shares; 2025Q3: 2,348 shares; 2025Q4: 2,348 shares 2,348 $124K 0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 724 shares; 2025Q1: 866 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 808 shares 808 $124K 0.01% -62 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: 1,125 shares; 2024Q4: 1,022 shares; 2025Q1: 981 shares; 2025Q2: 945 shares; 2025Q3: 921 shares; 2025Q4: 654 shares 654 $123K 0.01% -267 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 301 shares; 2025Q1: 329 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 287 shares 287 $122K 0.01% -26 Timeline EWP 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: 2,294 shares; 2024Q4: 4,092 shares; 2025Q1: 1,604 shares; 2025Q2: 1,638 shares; 2025Q3: 2,183 shares; 2025Q4: 2,264 shares 2,264 $122K 0.01% +81 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 2,556 shares; 2025Q1: 7,728 shares; 2025Q2: 8,451 shares; 2025Q3: 3,345 shares; 2025Q4: 5,382 shares 5,382 $122K 0.01% +2,037 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,907 shares; 2024Q4: 4,663 shares; 2025Q1: 5,059 shares; 2025Q2: 4,724 shares; 2025Q3: 4,310 shares; 2025Q4: 4,057 shares 4,057 $121K 0.01% -253 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,900 shares 2,900 $121K 0.01% +600 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,782 shares; 2025Q4: 2,136 shares 2,136 $121K 0.01% +354 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,744 shares; 2024Q4: 6,101 shares; 2025Q1: 6,647 shares; 2025Q2: 6,563 shares; 2025Q3: 2,142 shares; 2025Q4: 985 shares 985 $121K 0.01% -1,157 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: 595 shares; 2024Q4: 498 shares; 2025Q1: 364 shares; 2025Q2: 334 shares; 2025Q3: 501 shares; 2025Q4: 535 shares 535 $121K 0.01% +34 Timeline CMF 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: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 2,100 shares 2,100 $121K 0.01% +1,000 Timeline HERD 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: 1,660 shares; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 2,774 shares; 2025Q3: 2,774 shares; 2025Q4: 2,774 shares 2,774 $121K 0.01% 0 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,969 shares; 2025Q2: 2,930 shares; 2025Q3: 2,805 shares; 2025Q4: 2,775 shares 2,775 $120K 0.01% -30 Timeline IGM 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: 1,240 shares; 2024Q4: 1,158 shares; 2025Q1: 1,246 shares; 2025Q2: 996 shares; 2025Q3: 996 shares; 2025Q4: 927 shares 927 $120K 0.01% -69 Timeline NYF 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: 2,221 shares; 2024Q4: 2,222 shares; 2025Q1: 2,222 shares; 2025Q2: 2,223 shares; 2025Q3: 2,224 shares; 2025Q4: 2,226 shares 2,226 $119K 0.01% +2 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,576 shares; 2024Q4: 5,440 shares; 2025Q1: 2,461 shares; 2025Q2: 2,818 shares; 2025Q3: 4,519 shares; 2025Q4: 4,321 shares 4,321 $119K 0.01% -198 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,263 shares; 2025Q1: 1,131 shares; 2025Q2: 1,127 shares; 2025Q3: 1,077 shares; 2025Q4: 1,077 shares 1,077 $118K 0.01% 0 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,901 shares; 2024Q4: 6,201 shares; 2025Q1: 6,201 shares; 2025Q2: 5,408 shares; 2025Q3: 5,449 shares; 2025Q4: 3,467 shares 3,467 $118K 0.01% -1,982 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 539 shares; 2025Q1: 641 shares; 2025Q2: 649 shares; 2025Q3: 170 shares; 2025Q4: 206 shares 206 $118K 0.01% +36 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 690 shares; 2025Q1: 570 shares; 2025Q2: 394 shares; 2025Q3: 393 shares; 2025Q4: 527 shares 527 $117K 0.01% +134 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,829 shares; 2024Q4: 4,832 shares; 2025Q1: 4,835 shares; 2025Q2: 4,838 shares; 2025Q3: 4,717 shares; 2025Q4: 4,720 shares 4,720 $117K 0.01% +3 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 641 shares; 2025Q1: 700 shares; 2025Q2: 630 shares; 2025Q3: 684 shares; 2025Q4: 754 shares 754 $117K 0.01% +70 Timeline USIG 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: 1,375 shares; 2024Q4: 1,848 shares; 2025Q1: 1,848 shares; 2025Q2: 1,848 shares; 2025Q3: 2,253 shares; 2025Q4: 2,227 shares 2,227 $115K 0.01% -26 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 659 shares; 2025Q1: 660 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 629 shares 629 $114K 0.01% -6 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 97 shares; 2025Q1: 98 shares; 2025Q2: 97 shares; 2025Q3: 113 shares; 2025Q4: 140 shares 140 $113K 0.01% +27 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS 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: 52 shares; 2025Q2: not reported; 2025Q3: 1,478 shares; 2025Q4: 1,925 shares 1,925 $113K 0.01% +447 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,863 shares; 2024Q4: 3,135 shares; 2025Q1: 3,320 shares; 2025Q2: 3,283 shares; 2025Q3: 914 shares; 2025Q4: 468 shares 468 $113K 0.01% -446 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: 655 shares; 2024Q4: 655 shares; 2025Q1: 1,821 shares; 2025Q2: 2,619 shares; 2025Q3: 2,587 shares; 2025Q4: 2,597 shares 2,597 $112K 0.01% +10 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,225 shares 2,225 $112K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 995 shares; 2025Q3: 1,802 shares; 2025Q4: 1,837 shares 1,837 $111K 0.01% +35 Timeline ARLU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,500 shares; 2025Q1: 5,000 shares; 2025Q2: 4,075 shares; 2025Q3: 4,075 shares; 2025Q4: 3,650 shares 3,650 $111K 0.01% -425 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,908 shares; 2024Q4: 12,524 shares; 2025Q1: 6,304 shares; 2025Q2: 7,601 shares; 2025Q3: 6,177 shares; 2025Q4: 6,243 shares 6,243 $110K 0.01% +66 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 850 shares; 2025Q4: 779 shares 779 $110K 0.01% -71 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 848 shares; 2025Q1: 843 shares; 2025Q2: 807 shares; 2025Q3: 254 shares; 2025Q4: 109 shares 109 $110K 0.01% -145 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: 53 shares; 2024Q4: 46 shares; 2025Q1: 47 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 102 shares 102 $110K 0.01% +57 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,252 shares; 2024Q4: 4,553 shares; 2025Q1: 3,052 shares; 2025Q2: 3,052 shares; 2025Q3: 3,052 shares; 2025Q4: 3,052 shares 3,052 $109K 0.01% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 327 shares; 2025Q1: 329 shares; 2025Q2: 330 shares; 2025Q3: 332 shares; 2025Q4: 2,326 shares 2,326 $109K 0.01% +1,994 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,215 shares; 2024Q4: 7,889 shares; 2025Q1: 6,102 shares; 2025Q2: 5,593 shares; 2025Q3: 2,704 shares; 2025Q4: 2,616 shares 2,616 $109K 0.01% -88 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 2,893 shares; 2025Q1: 2,904 shares; 2025Q2: 2,915 shares; 2025Q3: 2,942 shares; 2025Q4: 3,117 shares 3,117 $108K 0.01% +175 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 539 shares; 2025Q1: 583 shares; 2025Q2: 599 shares; 2025Q3: 583 shares; 2025Q4: 583 shares 583 $108K 0.01% 0 Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,229 shares; 2024Q4: 17,314 shares; 2025Q1: 17,402 shares; 2025Q2: 17,493 shares; 2025Q3: 21,587 shares; 2025Q4: 21,650 shares 21,650 $108K 0.01% +63 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: 1,616 shares; 2024Q4: 1,614 shares; 2025Q1: 1,459 shares; 2025Q2: 1,440 shares; 2025Q3: 950 shares; 2025Q4: 944 shares 944 $107K 0.01% -6 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 1,093 shares; 2025Q2: 1,093 shares; 2025Q3: 1,091 shares; 2025Q4: 1,091 shares 1,091 $107K 0.01% 0 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: not reported; 2025Q3: 1,330 shares; 2025Q4: 4,071 shares 4,071 $106K 0.01% +2,741 Timeline EIRL 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: 1,792 shares; 2024Q4: 2,716 shares; 2025Q1: 1,442 shares; 2025Q2: 1,474 shares; 2025Q3: 1,396 shares; 2025Q4: 1,432 shares 1,432 $105K 0.01% +36 Timeline NSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $105K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 1,918 shares; 2025Q1: 2,306 shares; 2025Q2: 2,364 shares; 2025Q3: 2,363 shares; 2025Q4: 2,068 shares 2,068 $105K 0.01% -295 Timeline GUESS? INC GUESS? INC More: the full row for GUESS? INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,651 shares; 2024Q4: 5,772 shares; 2025Q1: 5,772 shares; 2025Q2: 5,925 shares; 2025Q3: 6,146 shares; 2025Q4: 6,229 shares 6,229 $104K 0.01% +83 BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,947 shares; 2024Q4: 14,865 shares; 2025Q1: 14,904 shares; 2025Q2: 12,790 shares; 2025Q3: 13,239 shares; 2025Q4: 11,216 shares 11,216 $103K 0.01% -2,023 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 3,120 shares; 2025Q2: 2,100 shares; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares 2,375 $103K 0.01% 0 Timeline GWX 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: 139 shares; 2024Q4: 139 shares; 2025Q1: 482 shares; 2025Q2: 652 shares; 2025Q3: 2,277 shares; 2025Q4: 2,508 shares 2,508 $102K 0.01% +231 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 874 shares; 2025Q1: 843 shares; 2025Q2: 892 shares; 2025Q3: 876 shares; 2025Q4: 2,610 shares 2,610 $102K 0.01% +1,734 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM 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: 691 shares 691 $100K 0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 700 shares; 2025Q1: 701 shares; 2025Q2: 702 shares; 2025Q3: 702 shares; 2025Q4: 702 shares 702 $100K 0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 60 shares; 2025Q3: 59 shares; 2025Q4: 59 shares 59 $99.7K 0.01% 0 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: 2,393 shares; 2024Q4: 6,633 shares; 2025Q1: 13,330 shares; 2025Q2: 2,170 shares; 2025Q3: 2,410 shares; 2025Q4: 4,446 shares 4,446 $99.7K 0.01% +2,036 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 1,096 shares; 2025Q1: 947 shares; 2025Q2: 947 shares; 2025Q3: 926 shares; 2025Q4: 926 shares 926 $99.2K 0.01% 0 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL 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: 1,635 shares; 2025Q4: 1,681 shares 1,681 $99.1K 0.01% +46 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,344 shares; 2024Q4: 2,891 shares; 2025Q1: 2,661 shares; 2025Q2: 2,710 shares; 2025Q3: 2,751 shares; 2025Q4: 2,893 shares 2,893 $98.8K 0.01% +142 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 3,500 shares; 2025Q1: 3,427 shares; 2025Q2: 3,427 shares; 2025Q3: 2,977 shares; 2025Q4: 2,977 shares 2,977 $98.4K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: 2,006 shares; 2025Q1: 1,994 shares; 2025Q2: 2,012 shares; 2025Q3: 1,821 shares; 2025Q4: 1,807 shares 1,807 $97.3K 0.01% -14 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: 1,881 shares; 2024Q4: 1,696 shares; 2025Q1: 1,757 shares; 2025Q2: 1,877 shares; 2025Q3: 1,829 shares; 2025Q4: 1,683 shares 1,683 $96.8K 0.01% -146 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: 2,263 shares; 2024Q4: 5,663 shares; 2025Q1: 5,557 shares; 2025Q2: 5,525 shares; 2025Q3: 3,321 shares; 2025Q4: 3,351 shares 3,351 $96.6K 0.01% +30 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 975 shares; 2025Q4: 575 shares 575 $95.7K 0.01% -400 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: 1,676 shares; 2025Q1: 1,706 shares; 2025Q2: 1,704 shares; 2025Q3: 1,707 shares; 2025Q4: 1,080 shares 1,080 $95.6K 0.01% -627 Timeline GNMA 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: 1,245 shares; 2024Q4: 1,114 shares; 2025Q1: 1,380 shares; 2025Q2: 1,049 shares; 2025Q3: 1,169 shares; 2025Q4: 2,142 shares 2,142 $95.4K 0.01% +973 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 1,948 shares; 2025Q1: 1,948 shares; 2025Q2: 1,948 shares; 2025Q3: 1,948 shares; 2025Q4: 1,948 shares 1,948 $94.9K 0.01% 0 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: 635 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 723 shares; 2025Q3: 761 shares; 2025Q4: 1,120 shares 1,120 $94.8K 0.01% +359 Timeline DSI 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: 3,076 shares; 2024Q4: 2,828 shares; 2025Q1: 2,621 shares; 2025Q2: 2,307 shares; 2025Q3: 795 shares; 2025Q4: 732 shares 732 $94.3K 0.01% -63 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: 3,760 shares; 2024Q4: 3,760 shares; 2025Q1: 6,936 shares; 2025Q2: 6,936 shares; 2025Q3: 6,936 shares; 2025Q4: 6,936 shares 6,936 $94.1K 0.01% 0 Timeline DVY 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: 813 shares; 2024Q4: 840 shares; 2025Q1: 741 shares; 2025Q2: 682 shares; 2025Q3: 656 shares; 2025Q4: 657 shares 657 $92.7K 0.01% +1 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 1,603 shares; 2025Q1: 1,498 shares; 2025Q2: 1,505 shares; 2025Q3: 530 shares; 2025Q4: 546 shares 546 $92.5K 0.01% +16 Timeline WTMF 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: 2,770 shares; 2024Q4: 3,264 shares; 2025Q1: 2,441 shares; 2025Q2: 2,408 shares; 2025Q3: 2,425 shares; 2025Q4: 2,432 shares 2,432 $92.5K 0.01% +7 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS 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: 3,102 shares; 2025Q2: 3,102 shares; 2025Q3: 3,102 shares; 2025Q4: 3,102 shares 3,102 $92K 0.01% 0 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 1,938 shares; 2025Q1: 1,938 shares; 2025Q2: 1,938 shares; 2025Q3: 2,820 shares; 2025Q4: 2,630 shares 2,630 $91.9K 0.01% -190 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,280 shares; 2024Q4: 2,756 shares; 2025Q1: 2,798 shares; 2025Q2: 2,756 shares; 2025Q3: 2,756 shares; 2025Q4: 2,756 shares 2,756 $91.8K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 773 shares; 2025Q1: 1,381 shares; 2025Q2: 1,368 shares; 2025Q3: 317 shares; 2025Q4: 317 shares 317 $91.7K 0.01% 0 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: 1,487 shares; 2024Q4: 1,467 shares; 2025Q1: 1,309 shares; 2025Q2: 1,286 shares; 2025Q3: 1,196 shares; 2025Q4: 1,127 shares 1,127 $91.5K 0.01% -69 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: 2,093 shares; 2024Q4: 2,095 shares; 2025Q1: 2,095 shares; 2025Q2: 1,892 shares; 2025Q3: 1,892 shares; 2025Q4: 1,892 shares 1,892 $91.2K 0.01% 0 Timeline RXI 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: 434 shares; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 443 shares 443 $90.9K 0.01% +4 Timeline VTC 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: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares 1,170 $90.8K 0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 47 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 988 shares 988 $90.4K 0.01% +501 Timeline USMF 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: 3,280 shares; 2024Q4: 2,759 shares; 2025Q1: 1,939 shares; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares; 2025Q4: 1,754 shares 1,754 $89.9K 0.01% -24 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,223 shares; 2025Q1: 1,223 shares; 2025Q2: 1,223 shares; 2025Q3: 1,223 shares; 2025Q4: 1,223 shares 1,223 $89.6K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 304 shares; 2025Q1: 255 shares; 2025Q2: 292 shares; 2025Q3: 186 shares; 2025Q4: 186 shares 186 $89.3K 0.01% 0 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,368 shares; 2024Q4: 12,646 shares; 2025Q1: 12,955 shares; 2025Q2: 13,345 shares; 2025Q3: 13,709 shares; 2025Q4: 14,015 shares 14,015 $89.3K 0.01% +306 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,362 shares; 2025Q1: 1,293 shares; 2025Q2: 1,172 shares; 2025Q3: 970 shares; 2025Q4: 970 shares 970 $88.7K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 431 shares; 2025Q3: 431 shares; 2025Q4: 431 shares 431 $88.6K 0.01% 0 Timeline ILCV 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: 917 shares; 2024Q4: 920 shares; 2025Q1: 922 shares; 2025Q2: 929 shares; 2025Q3: 931 shares; 2025Q4: 935 shares 935 $88.2K 0.01% +4 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,723 shares; 2024Q4: 4,600 shares; 2025Q1: 1,840 shares; 2025Q2: 1,762 shares; 2025Q3: 1,720 shares; 2025Q4: 1,527 shares 1,527 $88.1K 0.01% -193 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 445 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares 325 $87.5K 0.01% 0 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $87.2K 0.01% 0 Timeline DFIS 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: not reported; 2025Q1: not reported; 2025Q2: 834 shares; 2025Q3: 2,603 shares; 2025Q4: 2,638 shares 2,638 $86.9K 0.01% +35 Timeline FYT 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: 1,818 shares; 2024Q4: 1,827 shares; 2025Q1: 1,275 shares; 2025Q2: 1,482 shares; 2025Q3: 1,488 shares; 2025Q4: 1,508 shares 1,508 $85.5K 0.01% +20 Timeline XNTK 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: 306 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 307 shares 307 $85.4K 0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 1,285 shares; 2025Q1: 864 shares; 2025Q2: 1,411 shares; 2025Q3: 2,310 shares; 2025Q4: 2,319 shares 2,319 $84.9K 0.01% +9 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares 475 $84.6K 0.01% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 1,952 shares; 2025Q1: 1,878 shares; 2025Q2: 1,878 shares; 2025Q3: 1,878 shares; 2025Q4: 1,878 shares 1,878 $84.6K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 67 shares; 2025Q1: 95 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 288 shares 288 $83.5K 0.01% +204 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 262 shares; 2025Q1: 389 shares; 2025Q2: 493 shares; 2025Q3: 748 shares; 2025Q4: 987 shares 987 $83.3K 0.01% +239 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: 1,335 shares; 2024Q4: 1,286 shares; 2025Q1: 1,056 shares; 2025Q2: 1,070 shares; 2025Q3: 1,069 shares; 2025Q4: 1,069 shares 1,069 $82.9K 0.01% 0 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: 2,241 shares; 2024Q4: 2,243 shares; 2025Q1: 2,244 shares; 2025Q2: 2,246 shares; 2025Q3: 2,275 shares; 2025Q4: 2,276 shares 2,276 $82.6K 0.01% +1 Timeline SPTL 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: 2,659 shares; 2024Q4: 2,828 shares; 2025Q1: 2,505 shares; 2025Q2: 2,648 shares; 2025Q3: 1,129 shares; 2025Q4: 3,111 shares 3,111 $82.3K 0.01% +1,982 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: 2,949 shares; 2024Q4: 2,959 shares; 2025Q1: 3,030 shares; 2025Q2: 2,917 shares; 2025Q3: 716 shares; 2025Q4: 331 shares 331 $81.5K 0.01% -385 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 2,306 shares 2,306 $81.5K 0.01% +1,006 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,240 shares; 2024Q4: 6,004 shares; 2025Q1: 6,506 shares; 2025Q2: 6,396 shares; 2025Q3: 1,284 shares; 2025Q4: 806 shares 806 $81.2K 0.01% -478 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 2,481 shares; 2025Q1: 2,458 shares; 2025Q2: 2,635 shares; 2025Q3: 2,614 shares; 2025Q4: 2,544 shares 2,544 $81.2K 0.01% -70 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,164 shares; 2024Q4: 2,169 shares; 2025Q1: 2,176 shares; 2025Q2: 2,186 shares; 2025Q3: 2,192 shares; 2025Q4: 2,199 shares 2,199 $81.1K 0.01% +7 Timeline JFLX 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: 2,487 shares; 2025Q4: 1,614 shares 1,614 $81K 0.01% -873 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: 1,006 shares; 2024Q4: 1,006 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,007 shares 1,007 $80.9K 0.01% 0 Timeline IGLB 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: 617 shares; 2025Q4: 1,595 shares 1,595 $80.4K 0.01% +978 Timeline CPRJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $80.3K 0.01% 0 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: 3,066 shares; 2024Q4: 3,246 shares; 2025Q1: 3,042 shares; 2025Q2: 2,375 shares; 2025Q3: 2,590 shares; 2025Q4: 2,590 shares 2,590 $79.1K <0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 70 shares; 2025Q2: 68 shares; 2025Q3: 65 shares; 2025Q4: 65 shares 65 $79K <0.01% 0 Timeline DGRS 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: 2,838 shares; 2024Q4: 2,837 shares; 2025Q1: 2,118 shares; 2025Q2: 1,957 shares; 2025Q3: 1,615 shares; 2025Q4: 1,590 shares 1,590 $78.9K <0.01% -25 Timeline QHY 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: 2,021 shares; 2024Q4: 2,231 shares; 2025Q1: 1,789 shares; 2025Q2: 1,692 shares; 2025Q3: 1,694 shares; 2025Q4: 1,697 shares 1,697 $78.8K <0.01% +3 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 198 shares; 2025Q1: 178 shares; 2025Q2: 179 shares; 2025Q3: 176 shares; 2025Q4: 177 shares 177 $78.8K <0.01% +1 Timeline SYSB 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: 875 shares 875 $78.5K <0.01% new Timeline VFH 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: 635 shares; 2024Q4: 657 shares; 2025Q1: 618 shares; 2025Q2: 587 shares; 2025Q3: 599 shares; 2025Q4: 585 shares 585 $78.1K <0.01% -14 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,903 shares; 2024Q4: 24,830 shares; 2025Q1: 15,004 shares; 2025Q2: 15,380 shares; 2025Q3: 5,715 shares; 2025Q4: 5,929 shares 5,929 $77.8K <0.01% +214 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,135 shares; 2024Q4: 2,135 shares; 2025Q1: 2,135 shares; 2025Q2: 2,135 shares; 2025Q3: 2,135 shares; 2025Q4: 2,135 shares 2,135 $77.3K <0.01% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,471 shares; 2024Q4: 8,630 shares; 2025Q1: 9,628 shares; 2025Q2: 8,940 shares; 2025Q3: 4,309 shares; 2025Q4: 2,284 shares 2,284 $77.2K <0.01% -2,025 Timeline FNDA 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: 720 shares; 2024Q4: 1,440 shares; 2025Q1: 1,198 shares; 2025Q2: 1,130 shares; 2025Q3: 1,018 shares; 2025Q4: 2,449 shares 2,449 $77.2K <0.01% +1,431 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 13,190 shares; 2025Q1: 18,649 shares; 2025Q2: 18,846 shares; 2025Q3: 2,471 shares; 2025Q4: 2,471 shares 2,471 $76.5K <0.01% 0 Timeline CPSD CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 282 shares; 2025Q1: 2,072 shares; 2025Q2: 2,930 shares; 2025Q3: 2,930 shares; 2025Q4: 2,938 shares 2,938 $76.5K <0.01% +8 Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,522 shares; 2024Q4: 2,522 shares; 2025Q1: 2,522 shares; 2025Q2: 2,522 shares; 2025Q3: 2,522 shares; 2025Q4: 3,431 shares 3,431 $75.4K <0.01% +909 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: 129 shares; 2024Q4: 145 shares; 2025Q1: 121 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 129 shares 129 $74.9K <0.01% -1 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 3,160 shares; 2025Q1: 2,933 shares; 2025Q2: 2,932 shares; 2025Q3: 3,398 shares; 2025Q4: 3,300 shares 3,300 $73.8K <0.01% -98 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: 801 shares; 2024Q4: 886 shares; 2025Q1: 1,104 shares; 2025Q2: 1,346 shares; 2025Q3: 1,447 shares; 2025Q4: 1,047 shares 1,047 $73.5K <0.01% -400 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: 960 shares; 2024Q4: 960 shares; 2025Q1: 1,110 shares; 2025Q2: 1,065 shares; 2025Q3: 705 shares; 2025Q4: 655 shares 655 $73.2K <0.01% -50 Timeline ESGU 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: 1,894 shares; 2024Q4: 1,717 shares; 2025Q1: 1,605 shares; 2025Q2: 1,190 shares; 2025Q3: 583 shares; 2025Q4: 492 shares 492 $73.2K <0.01% -91 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: 80 shares; 2024Q4: 84 shares; 2025Q1: 109 shares; 2025Q2: 66 shares; 2025Q3: 68 shares; 2025Q4: 68 shares 68 $73.1K <0.01% 0 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,900 shares; 2025Q4: 3,250 shares 3,250 $72.7K <0.01% +350 Timeline PWZ 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: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $72.5K <0.01% 0 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,959 shares; 2024Q4: 13,174 shares; 2025Q1: 13,391 shares; 2025Q2: 13,604 shares; 2025Q3: 13,805 shares; 2025Q4: 13,998 shares 13,998 $72.2K <0.01% +193 Timeline SPTB 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: 607 shares; 2025Q1: 611 shares; 2025Q2: 617 shares; 2025Q3: 624 shares; 2025Q4: 2,366 shares 2,366 $72K <0.01% +1,742 Timeline ROBT 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: 1,591 shares; 2024Q4: 1,599 shares; 2025Q1: 1,599 shares; 2025Q2: 1,329 shares; 2025Q3: 1,379 shares; 2025Q4: 1,379 shares 1,379 $71.5K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 137 shares; 2025Q2: 118 shares; 2025Q3: 162 shares; 2025Q4: 152 shares 152 $71.4K <0.01% -10 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,317 shares; 2024Q4: 8,317 shares; 2025Q1: 7,119 shares; 2025Q2: 7,119 shares; 2025Q3: 7,119 shares; 2025Q4: 7,119 shares 7,119 $71K <0.01% 0 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: 3,438 shares; 2024Q4: 3,438 shares; 2025Q1: 3,468 shares; 2025Q2: 3,438 shares; 2025Q3: 3,438 shares; 2025Q4: 3,438 shares 3,438 $71K <0.01% 0 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,152 shares; 2024Q4: 3,480 shares; 2025Q1: 3,462 shares; 2025Q2: 3,470 shares; 2025Q3: 1,661 shares; 2025Q4: 1,661 shares 1,661 $70.5K <0.01% 0 Timeline EPS 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: 2,055 shares; 2024Q4: 1,801 shares; 2025Q1: 1,175 shares; 2025Q2: 994 shares; 2025Q3: 994 shares; 2025Q4: 994 shares 994 $70.4K <0.01% 0 Timeline EFAV 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: 43 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 45 shares; 2025Q3: 803 shares; 2025Q4: 814 shares 814 $70.2K <0.01% +11 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: 6,375 shares; 2024Q4: 6,749 shares; 2025Q1: 5,252 shares; 2025Q2: 4,693 shares; 2025Q3: 3,697 shares; 2025Q4: 3,707 shares 3,707 $70.1K <0.01% +10 Timeline THNQ 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $69.8K <0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares 13 $69.7K <0.01% 0 Timeline VGLT 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: 1,997 shares; 2025Q2: 1,987 shares; 2025Q3: 382 shares; 2025Q4: 1,249 shares 1,249 $69.7K <0.01% +867 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 273 shares; 2025Q1: 301 shares; 2025Q2: 272 shares; 2025Q3: 258 shares; 2025Q4: 259 shares 259 $69.5K <0.01% +1 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM 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: 1,759 shares; 2025Q2: 1,759 shares; 2025Q3: 1,759 shares; 2025Q4: 1,759 shares 1,759 $69.5K <0.01% 0 Timeline FBT 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: 376 shares; 2024Q4: 374 shares; 2025Q1: 329 shares; 2025Q2: 356 shares; 2025Q3: 332 shares; 2025Q4: 334 shares 334 $69K <0.01% +2 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: 6,659 shares; 2025Q1: 6,577 shares; 2025Q2: 6,858 shares; 2025Q3: 10,214 shares; 2025Q4: 8,004 shares 8,004 $68.8K <0.01% -2,210 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 1,421 shares; 2025Q1: 1,421 shares; 2025Q2: 2,638 shares; 2025Q3: 1,980 shares; 2025Q4: 1,986 shares 1,986 $68.8K <0.01% +6 Timeline LOUP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $68.8K <0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 2 shares; 2025Q3: 3 shares; 2025Q4: 102 shares 102 $68.7K <0.01% +99 Timeline EWJV 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: 1,959 shares; 2024Q4: 2,285 shares; 2025Q1: 1,631 shares; 2025Q2: 1,640 shares; 2025Q3: 1,650 shares; 2025Q4: 1,729 shares 1,729 $68.7K <0.01% +79 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 944 shares; 2024Q4: 976 shares; 2025Q1: 994 shares; 2025Q2: 977 shares; 2025Q3: 932 shares; 2025Q4: 932 shares 932 $68.6K <0.01% 0 Timeline IDEV 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: 2,168 shares; 2024Q4: 2,206 shares; 2025Q1: 1,741 shares; 2025Q2: 1,436 shares; 2025Q3: 962 shares; 2025Q4: 831 shares 831 $68.5K <0.01% -131 Timeline EWY 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: not reported; 2025Q3: not reported; 2025Q4: 704 shares 704 $68.5K <0.01% new Timeline CPNQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,328 shares; 2025Q2: 2,328 shares; 2025Q3: 2,328 shares; 2025Q4: 2,569 shares 2,569 $68.2K <0.01% +241 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 560 shares; 2025Q1: 1,142 shares; 2025Q2: 1,142 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $68.2K <0.01% 0 Timeline FXL 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: 628 shares; 2024Q4: 684 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares 405 $68.2K <0.01% 0 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: 545 shares; 2024Q4: 545 shares; 2025Q1: 599 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 569 shares 569 $68.1K <0.01% 0 Timeline NAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $68K <0.01% 0 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: 422 shares; 2024Q4: 1,621 shares; 2025Q1: 2,021 shares; 2025Q2: 1,987 shares; 2025Q3: 361 shares; 2025Q4: 367 shares 367 $67.9K <0.01% +6 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 334 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares 325 $67.8K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares 20 $67.8K <0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 367 shares; 2025Q1: 368 shares; 2025Q2: 369 shares; 2025Q3: 370 shares; 2025Q4: 371 shares 371 $67.7K <0.01% +1 Timeline JULT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $67.3K <0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares 1,260 $67.2K <0.01% 0 Timeline QMAG 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: not reported; 2025Q3: 2,828 shares; 2025Q4: 2,828 shares 2,828 $66.9K <0.01% 0 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: 90 shares; 2024Q4: 90 shares; 2025Q1: 91 shares; 2025Q2: 110 shares; 2025Q3: 128 shares; 2025Q4: 121 shares 121 $66.9K <0.01% -7 Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 700 shares; 2025Q2: 200 shares; 2025Q3: 1,000 shares; 2025Q4: 5,800 shares 5,800 $66.6K <0.01% +4,800 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: 666 shares; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 946 shares; 2025Q4: 946 shares 946 $66.6K <0.01% 0 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,162 shares; 2024Q4: 7,774 shares; 2025Q1: 6,137 shares; 2025Q2: 6,133 shares; 2025Q3: 4,674 shares; 2025Q4: 1,422 shares 1,422 $66.5K <0.01% -3,252 Timeline EUFN 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: 1,762 shares; 2024Q4: 1,772 shares; 2025Q1: 1,772 shares; 2025Q2: 1,785 shares; 2025Q3: 1,785 shares; 2025Q4: 1,792 shares 1,792 $66.5K <0.01% +7 Timeline QCOC 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: 1,758 shares; 2025Q1: 1,758 shares; 2025Q2: 1,758 shares; 2025Q3: 1,758 shares; 2025Q4: 2,896 shares 2,896 $65K <0.01% +1,138 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: 237 shares; 2024Q4: 148 shares; 2025Q1: 142 shares; 2025Q2: 131 shares; 2025Q3: 132 shares; 2025Q4: 421 shares 421 $64.9K <0.01% +289 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: 5,765 shares; 2024Q4: 11,653 shares; 2025Q1: 11,723 shares; 2025Q2: 11,824 shares; 2025Q3: 11,928 shares; 2025Q4: 2,600 shares 2,600 $64.7K <0.01% -9,328 Timeline IDMO 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: 492 shares; 2025Q3: 793 shares; 2025Q4: 1,154 shares 1,154 $64.1K <0.01% +361 Timeline RFV 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: 496 shares; 2024Q4: 496 shares; 2025Q1: 496 shares; 2025Q2: 496 shares; 2025Q3: 496 shares; 2025Q4: 496 shares 496 $63.4K <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: 671 shares; 2024Q4: 827 shares; 2025Q1: 837 shares; 2025Q2: 843 shares; 2025Q3: 848 shares; 2025Q4: 853 shares 853 $63K <0.01% +5 Timeline FXU 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: 1,309 shares; 2025Q1: 2,949 shares; 2025Q2: 2,691 shares; 2025Q3: 4,398 shares; 2025Q4: 1,397 shares 1,397 $62.9K <0.01% -3,001 Timeline VNLA 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: 1,214 shares; 2024Q4: 1,214 shares; 2025Q1: 1,214 shares; 2025Q2: 1,214 shares; 2025Q3: 1,214 shares; 2025Q4: 1,276 shares 1,276 $62.7K <0.01% +62 Timeline PKW 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: 965 shares; 2024Q4: 858 shares; 2025Q1: 757 shares; 2025Q2: 758 shares; 2025Q3: 475 shares; 2025Q4: 464 shares 464 $62.3K <0.01% -11 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 716 shares; 2025Q1: 716 shares; 2025Q2: 716 shares; 2025Q3: 716 shares; 2025Q4: 716 shares 716 $62.2K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 995 shares; 2025Q1: 995 shares; 2025Q2: 1,006 shares; 2025Q3: 985 shares; 2025Q4: 972 shares 972 $61.9K <0.01% -13 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 181 shares; 2025Q4: 183 shares 183 $61.8K <0.01% +2 Timeline SETM SPROTT FDS TR More: the full row for SPROTT 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: 2,133 shares 2,133 $61.8K <0.01% new Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 743 shares; 2025Q3: 907 shares; 2025Q4: 1,045 shares 1,045 $61.7K <0.01% +138 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 875 shares; 2025Q1: 1,689 shares; 2025Q2: 1,689 shares; 2025Q3: 1,689 shares; 2025Q4: 1,789 shares 1,789 $61.5K <0.01% +100 Timeline BBEU 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: 91 shares; 2025Q3: 845 shares; 2025Q4: 837 shares 837 $61.4K <0.01% -8 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 487 shares; 2025Q3: 449 shares; 2025Q4: 444 shares 444 $61.3K <0.01% -5 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE 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: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares 3,400 $61.1K <0.01% 0 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 754 shares; 2025Q1: 736 shares; 2025Q2: 736 shares; 2025Q3: 835 shares; 2025Q4: 985 shares 985 $61.1K <0.01% +150 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,750 shares 1,750 $61K <0.01% -50 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,570 shares; 2024Q4: 4,526 shares; 2025Q1: 1,374 shares; 2025Q2: 1,212 shares; 2025Q3: 1,151 shares; 2025Q4: 1,155 shares 1,155 $60.8K <0.01% +4 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 236 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 940 shares 940 $60.5K <0.01% 0 Timeline HDV 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: 550 shares; 2024Q4: 551 shares; 2025Q1: 552 shares; 2025Q2: 523 shares; 2025Q3: 494 shares; 2025Q4: 495 shares 495 $60.2K <0.01% +1 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 775 shares 775 $60.1K <0.01% 0 Timeline SPDV 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: 1,653 shares; 2024Q4: 1,665 shares; 2025Q1: 1,683 shares; 2025Q2: 1,701 shares; 2025Q3: 1,718 shares; 2025Q4: 1,733 shares 1,733 $60.1K <0.01% +15 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: 472 shares; 2024Q4: 425 shares; 2025Q1: 688 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 681 shares 681 $60K <0.01% -42 Timeline GJAN 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: 1,740 shares; 2024Q4: 1,654 shares; 2025Q1: 1,579 shares; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares; 2025Q4: 1,398 shares 1,398 $59.8K <0.01% -130 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 262 shares; 2025Q3: 420 shares; 2025Q4: 882 shares 882 $59.7K <0.01% +462 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: 7,509 shares; 2024Q4: 4,332 shares; 2025Q1: 713 shares; 2025Q2: 148 shares; 2025Q3: 158 shares; 2025Q4: 1,170 shares 1,170 $59.5K <0.01% +1,012 Timeline FTXO 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: 3,063 shares; 2024Q4: 3,072 shares; 2025Q1: 3,404 shares; 2025Q2: 3,613 shares; 2025Q3: 1,558 shares; 2025Q4: 1,566 shares 1,566 $59.2K <0.01% +8 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: 13,173 shares; 2024Q4: 14,981 shares; 2025Q1: 13,991 shares; 2025Q2: 3,783 shares; 2025Q3: 871 shares; 2025Q4: 812 shares 812 $59K <0.01% -59 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 3,157 shares; 2025Q1: 3,190 shares; 2025Q2: 3,228 shares; 2025Q3: 2,452 shares; 2025Q4: 2,479 shares 2,479 $59K <0.01% +27 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 319 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 231 shares 231 $59K <0.01% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 262 shares 262 $58.9K <0.01% +261 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 644 shares; 2025Q1: 648 shares; 2025Q2: 551 shares; 2025Q3: 551 shares; 2025Q4: 551 shares 551 $58.8K <0.01% 0 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,555 shares; 2025Q2: 3,555 shares; 2025Q3: 3,555 shares; 2025Q4: 3,555 shares 3,555 $58.6K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 457 shares; 2025Q1: 1,027 shares; 2025Q2: 1,034 shares; 2025Q3: 464 shares; 2025Q4: 465 shares 465 $58.6K <0.01% +1 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,547 shares 1,547 $58.4K <0.01% new Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR 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: 1,736 shares; 2025Q4: 3,553 shares 3,553 $58.3K <0.01% +1,817 Timeline BLV 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: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 74 shares; 2025Q3: 137 shares; 2025Q4: 838 shares 838 $58.3K <0.01% +701 Timeline FHYS FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,500 shares 2,500 $58.2K <0.01% +500 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,566 shares; 2024Q4: 5,566 shares; 2025Q1: 5,566 shares; 2025Q2: 5,566 shares; 2025Q3: 5,566 shares; 2025Q4: 5,944 shares 5,944 $58K <0.01% +378 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,369 shares; 2025Q1: 1,060 shares; 2025Q2: 860 shares; 2025Q3: 225 shares; 2025Q4: 229 shares 229 $57.5K <0.01% +4 Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,230 shares; 2025Q2: 2,030 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares 1,550 $57.3K <0.01% 0 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: 641 shares; 2024Q4: 641 shares; 2025Q1: 632 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares 570 $57K <0.01% 0 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450 $56.1K <0.01% 0 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,819 shares; 2024Q4: 7,089 shares; 2025Q1: 7,215 shares; 2025Q2: 7,086 shares; 2025Q3: 1,286 shares; 2025Q4: 715 shares 715 $56.1K <0.01% -571 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 705 shares; 2025Q4: 1,528 shares 1,528 $56K <0.01% +823 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR 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: 1,635 shares; 2025Q2: 1,635 shares; 2025Q3: 1,635 shares; 2025Q4: 1,850 shares 1,850 $56K <0.01% +215 Timeline DOCT 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: 943 shares; 2024Q4: 1,326 shares; 2025Q1: 1,293 shares; 2025Q2: 1,293 shares; 2025Q3: 1,293 shares; 2025Q4: 1,263 shares 1,263 $55.9K <0.01% -30 Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS 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: 1,775 shares; 2025Q4: 3,495 shares 3,495 $55.6K <0.01% +1,720 Timeline DFUV 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: 1,171 shares; 2024Q4: 1,176 shares; 2025Q1: 1,180 shares; 2025Q2: 1,186 shares; 2025Q3: 1,191 shares; 2025Q4: 1,193 shares 1,193 $55.6K <0.01% +2 Timeline FSIG 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: 20,404 shares; 2024Q4: 22,598 shares; 2025Q1: 22,629 shares; 2025Q2: 19,821 shares; 2025Q3: 2,863 shares; 2025Q4: 2,889 shares 2,889 $55.4K <0.01% +26 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL 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: 1,114 shares 1,114 $55.2K <0.01% new Timeline GDEC 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: 233 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: 1,457 shares; 2025Q4: 1,457 shares 1,457 $55.1K <0.01% 0 Timeline PHYL 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: 3,940 shares; 2025Q1: 4,149 shares; 2025Q2: 3,368 shares; 2025Q3: 1,859 shares; 2025Q4: 1,537 shares 1,537 $54.5K <0.01% -322 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,422 shares; 2025Q1: 4,523 shares; 2025Q2: 8,403 shares; 2025Q3: 42,726 shares; 2025Q4: 3,145 shares 3,145 $54.3K <0.01% -39,581 Timeline CPRO CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,601 shares; 2025Q1: 1,561 shares; 2025Q2: 1,531 shares; 2025Q3: 1,531 shares; 2025Q4: 2,008 shares 2,008 $54.1K <0.01% +477 Timeline YMAR 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: 2,542 shares; 2024Q4: 2,589 shares; 2025Q1: 2,634 shares; 2025Q2: 3,656 shares; 2025Q3: 3,297 shares; 2025Q4: 1,985 shares 1,985 $53.6K <0.01% -1,312 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $53.5K <0.01% 0 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS 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: 277 shares; 2025Q4: 565 shares 565 $53.5K <0.01% +288 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: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 1,425 shares 1,425 $53.3K <0.01% +1,410 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 60 shares; 2025Q2: 61 shares; 2025Q3: 65 shares; 2025Q4: 80 shares 80 $53K <0.01% +15 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $52.8K <0.01% 0 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650 $52.6K <0.01% 0 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: 2,752 shares; 2024Q4: 2,776 shares; 2025Q1: 1,213 shares; 2025Q2: 1,264 shares; 2025Q3: 1,273 shares; 2025Q4: 1,273 shares 1,273 $52.5K <0.01% 0 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: 773 shares; 2024Q4: 703 shares; 2025Q1: 716 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 682 shares 682 $52.4K <0.01% 0 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,754 shares 1,754 $52.4K <0.01% new Timeline ESLG 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: not reported; 2025Q4: 2,095 shares 2,095 $52.3K <0.01% new Timeline CWB 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: 178 shares; 2024Q4: 178 shares; 2025Q1: 189 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 586 shares 586 $52.3K <0.01% +425 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 633 shares 633 $52.2K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,603 shares; 2024Q4: 1,790 shares; 2025Q1: 1,775 shares; 2025Q2: 1,559 shares; 2025Q3: 1,344 shares; 2025Q4: 1,091 shares 1,091 $52.2K <0.01% -253 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 136 shares 136 $52.1K <0.01% +1 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 4,021 shares; 2025Q1: 4,346 shares; 2025Q2: 4,262 shares; 2025Q3: 972 shares; 2025Q4: 317 shares 317 $52.1K <0.01% -655 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,527 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,465 shares; 2025Q4: 5,377 shares 5,377 $52.1K <0.01% +2,912 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,509 shares; 2024Q4: 2,367 shares; 2025Q1: 1,126 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares; 2025Q4: 1,117 shares 1,117 $52.1K <0.01% -9 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: 245 shares; 2024Q4: 373 shares; 2025Q1: 377 shares; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 250 shares 250 $52K <0.01% -58 Timeline WSBC WESBANCO INC More: the full row for WESBANCO 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: 1,548 shares; 2025Q2: 1,548 shares; 2025Q3: 1,548 shares; 2025Q4: 1,548 shares 1,548 $51.5K <0.01% 0 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,066 shares; 2024Q4: 16,765 shares; 2025Q1: 16,528 shares; 2025Q2: 16,087 shares; 2025Q3: 4,784 shares; 2025Q4: 1,216 shares 1,216 $51.4K <0.01% -3,568 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 246 shares; 2025Q2: 368 shares; 2025Q3: 337 shares; 2025Q4: 337 shares 337 $50.7K <0.01% 0 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 1,020 shares 1,020 $50.6K <0.01% 0 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 648 shares 648 $50.4K <0.01% new Timeline HERO 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: 6,831 shares; 2024Q4: 16,101 shares; 2025Q1: 13,916 shares; 2025Q2: 10,485 shares; 2025Q3: 1,768 shares; 2025Q4: 1,691 shares 1,691 $50.3K <0.01% -77 Timeline FDM 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: 630 shares 630 $50.2K <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: 1,570 shares; 2024Q4: 1,570 shares; 2025Q1: 1,640 shares; 2025Q2: 1,613 shares; 2025Q3: 1,653 shares; 2025Q4: 629 shares 629 $49.9K <0.01% -1,024 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: not reported; 2024Q4: 65 shares; 2025Q1: 265 shares; 2025Q2: 465 shares; 2025Q3: 580 shares; 2025Q4: 581 shares 581 $49.9K <0.01% +1 Timeline RSPU 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: 641 shares; 2024Q4: 645 shares; 2025Q1: 649 shares; 2025Q2: 653 shares; 2025Q3: 658 shares; 2025Q4: 662 shares 662 $49.5K <0.01% +4 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $49.2K <0.01% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 258 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $49.2K <0.01% 0 Timeline FLRN 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: 174 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $49.2K <0.01% 0 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 673 shares; 2025Q1: 682 shares; 2025Q2: 690 shares; 2025Q3: 699 shares; 2025Q4: 1,034 shares 1,034 $48.9K <0.01% +335 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: not reported; 2024Q4: not reported; 2025Q1: 1,956 shares; 2025Q2: 1,894 shares; 2025Q3: 73 shares; 2025Q4: 1,121 shares 1,121 $48.9K <0.01% +1,048 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares 145 $48.9K <0.01% 0 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: 13,604 shares; 2024Q4: 3,247 shares; 2025Q1: 2,504 shares; 2025Q2: 2,296 shares; 2025Q3: 2,296 shares; 2025Q4: 2,158 shares 2,158 $48.8K <0.01% -138 Timeline DRIV 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: 13,525 shares; 2024Q4: 9,372 shares; 2025Q1: 7,674 shares; 2025Q2: 5,845 shares; 2025Q3: 1,801 shares; 2025Q4: 1,650 shares 1,650 $48.8K <0.01% -151 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 278 shares; 2025Q1: 283 shares; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 283 shares 283 $48.8K <0.01% 0 Timeline YDEC 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: 2,179 shares; 2024Q4: 1,460 shares; 2025Q1: 1,898 shares; 2025Q2: 2,295 shares; 2025Q3: 2,295 shares; 2025Q4: 1,861 shares 1,861 $48.7K <0.01% -434 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 663 shares; 2025Q1: 668 shares; 2025Q2: 668 shares; 2025Q3: 629 shares; 2025Q4: 629 shares 629 $48.7K <0.01% 0 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $48.4K <0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 162 shares; 2025Q2: 167 shares; 2025Q3: 163 shares; 2025Q4: 301 shares 301 $48.4K <0.01% +138 Timeline VIOV 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: not reported; 2025Q1: not reported; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 495 shares 495 $48.4K <0.01% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 3,236 shares; 2025Q3: 3,236 shares; 2025Q4: 3,236 shares 3,236 $48.3K <0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 256 shares; 2025Q1: 236 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 235 shares 235 $48.2K <0.01% -4 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 922 shares; 2025Q3: 910 shares; 2025Q4: 910 shares 910 $47.8K <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: 672 shares; 2024Q4: 973 shares; 2025Q1: 946 shares; 2025Q2: 1,393 shares; 2025Q3: 956 shares; 2025Q4: 791 shares 791 $47.5K <0.01% -165 Timeline TR TOOTSIE ROLL INDS INC More: the full row for TOOTSIE ROLL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,642 shares; 2024Q4: 7,049 shares; 2025Q1: 7,373 shares; 2025Q2: 7,328 shares; 2025Q3: 1,512 shares; 2025Q4: 1,292 shares 1,292 $47.3K <0.01% -220 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,804 shares; 2024Q4: 1,968 shares; 2025Q1: 1,922 shares; 2025Q2: 1,654 shares; 2025Q3: 1,654 shares; 2025Q4: 1,451 shares 1,451 $47.2K <0.01% -203 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,811 shares; 2024Q4: 2,811 shares; 2025Q1: 2,811 shares; 2025Q2: 2,811 shares; 2025Q3: 2,811 shares; 2025Q4: 2,811 shares 2,811 $47.2K <0.01% 0 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 1,818 shares; 2025Q3: 1,826 shares; 2025Q4: 1,841 shares 1,841 $46.9K <0.01% +15 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: 1,435 shares; 2024Q4: 1,435 shares; 2025Q1: 1,435 shares; 2025Q2: 1,435 shares; 2025Q3: 1,646 shares; 2025Q4: 1,646 shares 1,646 $46.5K <0.01% 0 Timeline GSM FERROGLOBE PLC More: the full row for FERROGLOBE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $46.4K <0.01% 0 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,779 shares; 2024Q4: 7,157 shares; 2025Q1: 8,301 shares; 2025Q2: 8,180 shares; 2025Q3: 2,637 shares; 2025Q4: 1,011 shares 1,011 $46.4K <0.01% -1,626 Timeline AUGM 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: 1,483 shares; 2025Q1: 1,483 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares 1,363 $46.4K <0.01% 0 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $46K <0.01% 0 Timeline ZIG 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: 1,669 shares; 2024Q4: 2,065 shares; 2025Q1: 2,221 shares; 2025Q2: 2,354 shares; 2025Q3: 1,380 shares; 2025Q4: 1,262 shares 1,262 $45.9K <0.01% -118 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 201 shares; 2025Q3: 202 shares; 2025Q4: 201 shares 201 $45.8K <0.01% -1 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: 3,477 shares; 2024Q4: 1,685 shares; 2025Q1: 5,674 shares; 2025Q2: 1,113 shares; 2025Q3: 1,104 shares; 2025Q4: 1,104 shares 1,104 $45.7K <0.01% 0 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,167 shares; 2025Q1: 1,167 shares; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares; 2025Q4: 1,167 shares 1,167 $45.7K <0.01% 0 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: 4,018 shares; 2024Q4: 1,606 shares; 2025Q1: 1,408 shares; 2025Q2: 1,283 shares; 2025Q3: 1,283 shares; 2025Q4: 1,232 shares 1,232 $45.5K <0.01% -51 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,401 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 637 shares 637 $45.5K <0.01% -121 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: 709 shares; 2024Q4: 662 shares; 2025Q1: 662 shares; 2025Q2: 662 shares; 2025Q3: 662 shares; 2025Q4: 662 shares 662 $45.3K <0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 263 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 245 shares; 2025Q4: 245 shares 245 $45.3K <0.01% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,828 shares; 2024Q4: 8,663 shares; 2025Q1: 8,849 shares; 2025Q2: 8,552 shares; 2025Q3: 1,419 shares; 2025Q4: 618 shares 618 $44.8K <0.01% -801 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares 1,220 $44.6K <0.01% 0 Timeline SJNK 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: 5,173 shares; 2024Q4: 2,719 shares; 2025Q1: 1,732 shares; 2025Q2: 1,741 shares; 2025Q3: 1,749 shares; 2025Q4: 1,761 shares 1,761 $44.6K <0.01% +12 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $44.6K <0.01% 0 Timeline GAUG 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: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,135 shares 1,135 $44.6K <0.01% 0 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $44.5K <0.01% 0 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: 143 shares; 2024Q4: 118 shares; 2025Q1: 197 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 195 shares 195 $44.4K <0.01% -3 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY 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: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares 1,410 $44.3K <0.01% 0 Timeline VLU 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: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares 210 $44.2K <0.01% 0 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 617 shares; 2025Q1: 623 shares; 2025Q2: 630 shares; 2025Q3: 636 shares; 2025Q4: 643 shares 643 $43.9K <0.01% +7 Timeline SCHB 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: 621 shares; 2024Q4: 1,865 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,670 shares; 2025Q4: 1,673 shares 1,673 $43.9K <0.01% +3 Timeline XAUG 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: 1,163 shares; 2024Q4: 1,163 shares; 2025Q1: 1,163 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares; 2025Q4: 1,163 shares 1,163 $43.5K <0.01% 0 Timeline SPBO 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: 1,012 shares; 2024Q4: 2,113 shares; 2025Q1: 2,502 shares; 2025Q2: 2,934 shares; 2025Q3: 1,467 shares; 2025Q4: 1,474 shares 1,474 $43.2K <0.01% +7 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 479 shares; 2025Q1: 480 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 532 shares 532 $43.1K <0.01% +1 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 252 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 254 shares; 2025Q4: 975 shares 975 $43K <0.01% +721 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 599 shares; 2025Q1: 599 shares; 2025Q2: 599 shares; 2025Q3: 599 shares; 2025Q4: 599 shares 599 $43K <0.01% 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: 1,332 shares; 2024Q4: 1,262 shares; 2025Q1: 815 shares; 2025Q2: 817 shares; 2025Q3: 376 shares; 2025Q4: 376 shares 376 $42.9K <0.01% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 315 shares 315 $42.6K <0.01% +215 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 116 shares; 2025Q1: 118 shares; 2025Q2: 172 shares; 2025Q3: 233 shares; 2025Q4: 325 shares 325 $42.3K <0.01% +92 Timeline CARZ 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: 712 shares; 2024Q4: 715 shares; 2025Q1: 692 shares; 2025Q2: 643 shares; 2025Q3: 536 shares; 2025Q4: 543 shares 543 $42.3K <0.01% +7 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 1,900 shares; 2025Q3: 800 shares; 2025Q4: 830 shares 830 $42.3K <0.01% +30 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 100 shares; 2025Q3: 1,550 shares; 2025Q4: 1,610 shares 1,610 $42.1K <0.01% +60 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,273 shares 1,273 $42K <0.01% -227 Timeline JPLD 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: 890 shares; 2024Q4: 833 shares; 2025Q1: 842 shares; 2025Q2: 851 shares; 2025Q3: 860 shares; 2025Q4: 798 shares 798 $41.8K <0.01% -62 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 447 shares; 2025Q1: 481 shares; 2025Q2: 481 shares; 2025Q3: 476 shares; 2025Q4: 477 shares 477 $41.6K <0.01% +1 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: 1,572 shares; 2024Q4: 1,595 shares; 2025Q1: 1,607 shares; 2025Q2: 1,625 shares; 2025Q3: 3,592 shares; 2025Q4: 1,669 shares 1,669 $41.6K <0.01% -1,923 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,065 shares; 2024Q4: 4,939 shares; 2025Q1: 615 shares; 2025Q2: 432 shares; 2025Q3: 147 shares; 2025Q4: 133 shares 133 $41.5K <0.01% -14 Timeline LDSF 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: 16,666 shares; 2024Q4: 18,039 shares; 2025Q1: 21,679 shares; 2025Q2: 20,521 shares; 2025Q3: 6,146 shares; 2025Q4: 2,168 shares 2,168 $41.5K <0.01% -3,978 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 169 shares; 2025Q2: 164 shares; 2025Q3: 138 shares; 2025Q4: 138 shares 138 $41.5K <0.01% 0 Timeline GRRR GORILLA TECHNOLOGY GROUP INC More: the full row for GORILLA TECHNOLOGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,500 shares; 2025Q1: 12,690 shares; 2025Q2: 11,690 shares; 2025Q3: 6,250 shares; 2025Q4: 3,800 shares 3,800 $41.5K <0.01% -2,450 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 756 shares; 2025Q3: 756 shares; 2025Q4: 756 shares 756 $41.5K <0.01% 0 Timeline PDP 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: 356 shares; 2024Q4: 356 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 356 shares 356 $41.4K <0.01% 0 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,289 shares; 2024Q4: 22,485 shares; 2025Q1: 23,634 shares; 2025Q2: 27,615 shares; 2025Q3: 1,698 shares; 2025Q4: 1,372 shares 1,372 $41.4K <0.01% -326 Timeline KRE 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: 898 shares; 2024Q4: 904 shares; 2025Q1: 814 shares; 2025Q2: 509 shares; 2025Q3: 635 shares; 2025Q4: 638 shares 638 $41.3K <0.01% +3 Timeline PBE 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: 5,630 shares; 2024Q4: 5,313 shares; 2025Q1: 4,419 shares; 2025Q2: 2,971 shares; 2025Q3: 584 shares; 2025Q4: 503 shares 503 $41.3K <0.01% -81 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $41.2K <0.01% 0 Timeline IJJ 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: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 313 shares 313 $41.2K <0.01% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 236 shares 236 $41.1K <0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 216 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 182 shares; 2025Q4: 183 shares 183 $40.9K <0.01% +1 Timeline BUG 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: 13,228 shares; 2024Q4: 7,388 shares; 2025Q1: 6,244 shares; 2025Q2: 4,734 shares; 2025Q3: 1,515 shares; 2025Q4: 1,339 shares 1,339 $40.8K <0.01% -176 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 1,258 shares; 2025Q1: 411 shares; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 496 shares 496 $40.7K <0.01% +29 Timeline DSEP 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: 894 shares; 2024Q4: 894 shares; 2025Q1: 894 shares; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: 894 shares 894 $40.1K <0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 805 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $40K <0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 88 shares; 2025Q4: 88 shares 88 $39.9K <0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 32 shares; 2025Q2: 467 shares; 2025Q3: 619 shares; 2025Q4: 747 shares 747 $39.7K <0.01% +128 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 355 shares; 2025Q1: 359 shares; 2025Q2: 363 shares; 2025Q3: 366 shares; 2025Q4: 394 shares 394 $39.5K <0.01% +28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 459 shares; 2025Q3: 460 shares; 2025Q4: 527 shares 527 $39.5K <0.01% +67 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 366 shares; 2025Q4: 571 shares 571 $39.4K <0.01% +205 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $39.2K <0.01% 0 Timeline YYY 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: 3,139 shares; 2024Q4: 3,185 shares; 2025Q1: 3,234 shares; 2025Q2: 3,287 shares; 2025Q3: 3,339 shares; 2025Q4: 3,393 shares 3,393 $39.1K <0.01% +54 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 705 shares; 2025Q1: 710 shares; 2025Q2: 705 shares; 2025Q3: 706 shares; 2025Q4: 706 shares 706 $39K <0.01% 0 Timeline XBI 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: 140 shares; 2024Q4: 140 shares; 2025Q1: 29 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 319 shares 319 $39K <0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,854 shares; 2024Q4: 436 shares; 2025Q1: 172 shares; 2025Q2: 177 shares; 2025Q3: 192 shares; 2025Q4: 192 shares 192 $39K <0.01% 0 Timeline IBND 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: 64 shares; 2024Q4: 64 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,211 shares 1,211 $38.9K <0.01% new Timeline DDLS 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: 30 shares; 2025Q1: 348 shares; 2025Q2: 657 shares; 2025Q3: 636 shares; 2025Q4: 904 shares 904 $38.8K <0.01% +268 Timeline CXDO CREXENDO INC More: the full row for CREXENDO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,500 shares; 2025Q1: 9,500 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $38.8K <0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,270 shares; 2024Q4: 1,256 shares; 2025Q1: 880 shares; 2025Q2: 808 shares; 2025Q3: 209 shares; 2025Q4: 209 shares 209 $38.8K <0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $38.7K <0.01% 0 Timeline QUS 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: 1,480 shares; 2024Q4: 1,405 shares; 2025Q1: 1,113 shares; 2025Q2: 930 shares; 2025Q3: 222 shares; 2025Q4: 222 shares 222 $38.7K <0.01% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,827 shares; 2024Q4: 2,927 shares; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 843 shares; 2025Q4: 843 shares 843 $38.6K <0.01% 0 Timeline INDS 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: 21,861 shares; 2024Q4: 1,285 shares; 2025Q1: 1,301 shares; 2025Q2: 1,303 shares; 2025Q3: 1,317 shares; 2025Q4: 1,050 shares 1,050 $38.5K <0.01% -267 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,626 shares; 2024Q4: 15,611 shares; 2025Q1: 35 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 240 shares 240 $38.2K <0.01% +183 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,852 shares; 2024Q4: 1,852 shares; 2025Q1: 1,852 shares; 2025Q2: 1,852 shares; 2025Q3: 1,852 shares; 2025Q4: 1,852 shares 1,852 $38.1K <0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 478 shares; 2025Q1: 518 shares; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 491 shares 491 $38K <0.01% 0 Timeline ACWV 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: 7,518 shares; 2024Q4: 7,507 shares; 2025Q1: 1,280 shares; 2025Q2: 1,226 shares; 2025Q3: 394 shares; 2025Q4: 319 shares 319 $37.9K <0.01% -75 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 173 shares; 2025Q1: 170 shares; 2025Q2: 167 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $37.8K <0.01% 0 Timeline TIP 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: 3,433 shares; 2024Q4: 1,041 shares; 2025Q1: 613 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 343 shares 343 $37.7K <0.01% 0 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 224 shares; 2025Q3: 217 shares; 2025Q4: 217 shares 217 $37.6K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 48 shares; 2025Q1: 67 shares; 2025Q2: 56 shares; 2025Q3: 55 shares; 2025Q4: 136 shares 136 $37.4K <0.01% +81 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 267 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 231 shares 231 $37.4K <0.01% -37 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: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $37.4K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 811 shares; 2025Q1: 890 shares; 2025Q2: 908 shares; 2025Q3: 265 shares; 2025Q4: 270 shares 270 $37.2K <0.01% +5 Timeline NOBL 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: 376 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 356 shares; 2025Q3: 357 shares; 2025Q4: 357 shares 357 $37.2K <0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,993 shares; 2024Q4: 5,042 shares; 2025Q1: 360 shares; 2025Q2: 398 shares; 2025Q3: 569 shares; 2025Q4: 384 shares 384 $37K <0.01% -185 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $36.9K <0.01% 0 Timeline NANR 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: 1,382 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 640 shares; 2025Q3: 601 shares; 2025Q4: 543 shares 543 $36.8K <0.01% -58 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC 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: 3,949 shares; 2025Q2: 3,949 shares; 2025Q3: 3,949 shares; 2025Q4: 3,949 shares 3,949 $36.6K <0.01% 0 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $36.6K <0.01% 0 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: 547 shares; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 547 shares; 2025Q3: 547 shares; 2025Q4: 547 shares 547 $36.5K <0.01% 0 Timeline FRPH FRP HLDGS INC More: the full row for FRP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $36.5K <0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 500 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $36.3K <0.01% 0 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 111 shares; 2025Q2: 118 shares; 2025Q3: not reported; 2025Q4: 1,800 shares 1,800 $36.3K <0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 393 shares; 2025Q1: 380 shares; 2025Q2: 370 shares; 2025Q3: 352 shares; 2025Q4: 329 shares 329 $36K <0.01% -23 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 876 shares; 2025Q1: 729 shares; 2025Q2: 686 shares; 2025Q3: 443 shares; 2025Q4: 443 shares 443 $36K <0.01% 0 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,605 shares; 2024Q4: 4,605 shares; 2025Q1: 4,605 shares; 2025Q2: 4,605 shares; 2025Q3: 4,605 shares; 2025Q4: 3,751 shares 3,751 $36K <0.01% -854 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 172 shares; 2025Q2: 157 shares; 2025Q3: 159 shares; 2025Q4: 159 shares 159 $35.8K <0.01% 0 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares 460 $35.8K <0.01% 0 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 1,076 shares; 2025Q1: 1,940 shares; 2025Q2: 2,248 shares; 2025Q3: 841 shares; 2025Q4: 709 shares 709 $35.4K <0.01% -132 Timeline MILN 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: 5,928 shares; 2024Q4: 5,557 shares; 2025Q1: 4,700 shares; 2025Q2: 3,385 shares; 2025Q3: 819 shares; 2025Q4: 753 shares 753 $35.3K <0.01% -66 Timeline FLR FLUOR CORP More: the full row for FLUOR 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: 890 shares; 2025Q4: 890 shares 890 $35.3K <0.01% 0 Timeline QMNV 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: 1,505 shares; 2025Q1: 1,505 shares; 2025Q2: 1,505 shares; 2025Q3: 1,505 shares; 2025Q4: 1,505 shares 1,505 $35.2K <0.01% 0 Timeline EWJ 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: 826 shares; 2024Q4: 826 shares; 2025Q1: 1,716 shares; 2025Q2: 1,708 shares; 2025Q3: 457 shares; 2025Q4: 434 shares 434 $35K <0.01% -23 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES 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: 28 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 90 shares 90 $35K <0.01% +49 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: 411 shares; 2024Q4: 385 shares; 2025Q1: 395 shares; 2025Q2: 367 shares; 2025Q3: 397 shares; 2025Q4: 367 shares 367 $35K <0.01% -30 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,110 shares; 2025Q3: 1,105 shares; 2025Q4: 1,047 shares 1,047 $35K <0.01% -58 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 609 shares; 2025Q1: 614 shares; 2025Q2: 618 shares; 2025Q3: 622 shares; 2025Q4: 692 shares 692 $34.9K <0.01% +70 Timeline GRX GABELLI HEALTHCARE & WELLNES More: the full row for GABELLI HEALTHCARE & WELLNES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,120 shares; 2024Q4: 4,120 shares; 2025Q1: 4,120 shares; 2025Q2: 3,618 shares; 2025Q3: 3,618 shares; 2025Q4: 3,618 shares 3,618 $34.8K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 613 shares; 2025Q1: 733 shares; 2025Q2: 670 shares; 2025Q3: 682 shares; 2025Q4: 708 shares 708 $34.7K <0.01% +26 Timeline TIPZ 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: 581 shares; 2024Q4: 586 shares; 2025Q1: 588 shares; 2025Q2: 599 shares; 2025Q3: 606 shares; 2025Q4: 660 shares 660 $34.6K <0.01% +54 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 2,003 shares; 2025Q1: 1,881 shares; 2025Q2: 1,841 shares; 2025Q3: 296 shares; 2025Q4: 409 shares 409 $34.4K <0.01% +113 Timeline