BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,461,292 shares; 2024Q4: 1,452,902 shares; 2025Q1: 1,447,273 shares; 2025Q2: 1,453,255 shares; 2025Q3: 1,577,000 shares; 2025Q4: 2,418,219 shares 2,418,219 $34.6M 6.42% +841,219 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: 383,168 shares; 2024Q4: 599,245 shares; 2025Q1: 284,166 shares; 2025Q2: 463,131 shares; 2025Q3: 881,250 shares; 2025Q4: 603,145 shares 603,145 $30.4M 5.62% -278,105 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,745 shares; 2024Q4: not reported; 2025Q1: 11,322 shares; 2025Q2: 40,543 shares; 2025Q3: 34,914 shares; 2025Q4: 34,697 shares 34,697 $23.7M 4.38% -217 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,660 shares; 2024Q4: 149,008 shares; 2025Q1: 253,337 shares; 2025Q2: 394,535 shares; 2025Q3: 389,458 shares; 2025Q4: 387,975 shares 387,975 $19.3M 3.57% -1,483 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: not reported; 2024Q4: 653 shares; 2025Q1: 1,872 shares; 2025Q2: 17,576 shares; 2025Q3: 16,596 shares; 2025Q4: 36,444 shares 36,444 $17.5M 3.24% +19,848 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,513 shares; 2024Q4: 169,646 shares; 2025Q1: 183,329 shares; 2025Q2: 214,397 shares; 2025Q3: 193,020 shares; 2025Q4: 191,999 shares 191,999 $16.4M 3.04% -1,021 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,220 shares; 2024Q4: 253,650 shares; 2025Q1: 279,182 shares; 2025Q2: 315,137 shares; 2025Q3: 364,583 shares; 2025Q4: 371,305 shares 371,305 $15.3M 2.83% +6,722 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,140 shares; 2024Q4: 10,561 shares; 2025Q1: 11,835 shares; 2025Q2: 17,759 shares; 2025Q3: 43,021 shares; 2025Q4: 92,942 shares 92,942 $13.4M 2.48% +49,921 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,845 shares; 2024Q4: 286,977 shares; 2025Q1: 236,024 shares; 2025Q2: 223,230 shares; 2025Q3: 201,597 shares; 2025Q4: 198,505 shares 198,505 $12.8M 2.37% -3,092 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,102 shares; 2024Q4: 24,174 shares; 2025Q1: 23,820 shares; 2025Q2: 24,644 shares; 2025Q3: 24,147 shares; 2025Q4: 57,945 shares 57,945 $10.8M 2% +33,798 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,582 shares; 2024Q4: 277,005 shares; 2025Q1: 280,257 shares; 2025Q2: 270,883 shares; 2025Q3: 377,927 shares; 2025Q4: 374,909 shares 374,909 $10.7M 1.98% -3,018 Timeline QPX ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,952 shares; 2024Q4: 162,685 shares; 2025Q1: 165,107 shares; 2025Q2: 159,878 shares; 2025Q3: 241,323 shares; 2025Q4: 239,869 shares 239,869 $10.7M 1.98% -1,454 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,641 shares; 2024Q4: 10,513 shares; 2025Q1: 17,157 shares; 2025Q2: 24,235 shares; 2025Q3: 18,165 shares; 2025Q4: 23,680 shares 23,680 $10.6M 1.97% +5,515 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: 46,028 shares; 2024Q4: 89,785 shares; 2025Q1: 32,375 shares; 2025Q2: 92,426 shares; 2025Q3: 113,834 shares; 2025Q4: 117,104 shares 117,104 $10M 1.86% +3,270 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: 316,898 shares; 2025Q4: 339,431 shares 339,431 $9.92M 1.84% +22,533 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,411 shares; 2025Q1: 141,388 shares; 2025Q2: 102,279 shares; 2025Q3: 165,239 shares; 2025Q4: 106,809 shares 106,809 $9.31M 1.72% -58,430 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,313 shares; 2024Q4: 32,736 shares; 2025Q1: 34,227 shares; 2025Q2: not reported; 2025Q3: 94,413 shares; 2025Q4: 101,957 shares 101,957 $8.18M 1.52% +7,544 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 931 shares; 2024Q4: 611 shares; 2025Q1: 995 shares; 2025Q2: 37,097 shares; 2025Q3: 31,836 shares; 2025Q4: 12,922 shares 12,922 $7.94M 1.47% -18,914 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,477 shares; 2024Q4: 100,441 shares; 2025Q1: 47,614 shares; 2025Q2: 65,640 shares; 2025Q3: 87,798 shares; 2025Q4: 108,141 shares 108,141 $6.97M 1.29% +20,343 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,943 shares; 2024Q4: 160,984 shares; 2025Q1: 179,076 shares; 2025Q2: 182,458 shares; 2025Q3: 181,707 shares; 2025Q4: 184,935 shares 184,935 $6.34M 1.17% +3,228 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,178 shares; 2024Q4: 17,481 shares; 2025Q1: 17,366 shares; 2025Q2: 31,178 shares; 2025Q3: 18,894 shares; 2025Q4: 23,028 shares 23,028 $6.26M 1.16% +4,134 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: 37,177 shares; 2025Q3: 77,443 shares; 2025Q4: 89,285 shares 89,285 $6.04M 1.12% +11,842 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,673 shares; 2024Q4: 5,860 shares; 2025Q1: 5,601 shares; 2025Q2: 5,448 shares; 2025Q3: 5,595 shares; 2025Q4: 10,949 shares 10,949 $5.3M 0.98% +5,354 Timeline AMAX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,309 shares; 2024Q4: 481,387 shares; 2025Q1: 510,106 shares; 2025Q2: 503,509 shares; 2025Q3: 664,832 shares; 2025Q4: 667,444 shares 667,444 $5.27M 0.98% +2,612 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: 14,044 shares; 2024Q4: 12,649 shares; 2025Q1: 24,735 shares; 2025Q2: 15,709 shares; 2025Q3: 45,035 shares; 2025Q4: 52,401 shares 52,401 $5.26M 0.97% +7,366 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,366 shares; 2025Q4: 49,794 shares 49,794 $5M 0.93% +1,428 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,197 shares; 2024Q4: 5,995 shares; 2025Q1: 5,950 shares; 2025Q2: 7,597 shares; 2025Q3: 6,712 shares; 2025Q4: 14,715 shares 14,715 $4.61M 0.85% +8,003 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,219 shares; 2025Q1: 5,922 shares; 2025Q2: 6,911 shares; 2025Q3: 6,646 shares; 2025Q4: 6,689 shares 6,689 $4.58M 0.85% +43 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,797 shares; 2024Q4: 28,420 shares; 2025Q1: 32,063 shares; 2025Q2: 21,508 shares; 2025Q3: 45,777 shares; 2025Q4: 102,969 shares 102,969 $4.4M 0.81% +57,192 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,974 shares; 2024Q4: 4,926 shares; 2025Q1: 4,406 shares; 2025Q2: 7,225 shares; 2025Q3: 23,060 shares; 2025Q4: 35,041 shares 35,041 $4.18M 0.78% +11,981 Timeline SIL 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: not reported; 2025Q1: not reported; 2025Q2: 26,943 shares; 2025Q3: 37,516 shares; 2025Q4: 48,574 shares 48,574 $4.06M 0.75% +11,058 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,872 shares; 2024Q4: 45,551 shares; 2025Q1: 52,102 shares; 2025Q2: 53,274 shares; 2025Q3: 88,965 shares; 2025Q4: 90,356 shares 90,356 $4.03M 0.75% +1,391 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,886 shares; 2024Q4: 136,750 shares; 2025Q1: 139,996 shares; 2025Q2: 136,113 shares; 2025Q3: 82,306 shares; 2025Q4: 82,956 shares 82,956 $3.88M 0.72% +650 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,600 shares; 2024Q4: 65,089 shares; 2025Q1: 73,955 shares; 2025Q2: 79,697 shares; 2025Q3: 71,067 shares; 2025Q4: 72,465 shares 72,465 $3.64M 0.67% +1,398 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,675 shares; 2024Q4: 8,143 shares; 2025Q1: 8,038 shares; 2025Q2: 26,417 shares; 2025Q3: 22,274 shares; 2025Q4: 29,603 shares 29,603 $3.48M 0.65% +7,329 Timeline TQQQ 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: 8,326 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,111 shares; 2025Q3: 36,594 shares; 2025Q4: 65,009 shares 65,009 $3.43M 0.63% +28,415 Timeline XDSQ 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: 28,023 shares; 2024Q4: 45,913 shares; 2025Q1: 76,828 shares; 2025Q2: 91,493 shares; 2025Q3: 85,581 shares; 2025Q4: 81,128 shares 81,128 $3.38M 0.63% -4,453 Timeline DNOV 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: not reported; 2025Q4: 66,219 shares 66,219 $3.23M 0.6% new Timeline FEBM 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: 199,058 shares; 2025Q2: 150,846 shares; 2025Q3: 105,630 shares; 2025Q4: 105,602 shares 105,602 $3.21M 0.59% -28 Timeline MAXJ 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: 113,449 shares; 2025Q4: 113,231 shares 113,231 $3.19M 0.59% -218 Timeline UPRO 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: 7,060 shares; 2024Q4: 6,367 shares; 2025Q1: not reported; 2025Q2: 11,375 shares; 2025Q3: 33,061 shares; 2025Q4: 27,208 shares 27,208 $3.15M 0.58% -5,853 Timeline SPXL 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: 3,806 shares; 2024Q4: 3,350 shares; 2025Q1: not reported; 2025Q2: 5,990 shares; 2025Q3: 17,361 shares; 2025Q4: 14,259 shares 14,259 $3.15M 0.58% -3,102 Timeline TNA 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: 13,932 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,464 shares; 2025Q3: 84,764 shares; 2025Q4: 68,892 shares 68,892 $3.14M 0.58% -15,872 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,292 shares 43,292 $3.11M 0.58% new Timeline HARD 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: not reported; 2025Q1: 119,391 shares; 2025Q2: 93,628 shares; 2025Q3: 89,751 shares; 2025Q4: 101,748 shares 101,748 $3.02M 0.56% +11,997 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,078 shares; 2024Q4: 12,162 shares; 2025Q1: 12,249 shares; 2025Q2: 13,020 shares; 2025Q3: 12,557 shares; 2025Q4: 13,032 shares 13,032 $3.01M 0.56% +475 Timeline AGGH 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134,272 shares; 2025Q4: 137,130 shares 137,130 $2.84M 0.53% +2,858 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,077 shares; 2024Q4: 1,545 shares; 2025Q1: 1,741 shares; 2025Q2: 2,049 shares; 2025Q3: 1,937 shares; 2025Q4: 4,253 shares 4,253 $2.81M 0.52% +2,316 Timeline XDQQ 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: 31,377 shares; 2024Q4: 51,401 shares; 2025Q1: 64,281 shares; 2025Q2: 75,854 shares; 2025Q3: 70,951 shares; 2025Q4: 67,272 shares 67,272 $2.66M 0.49% -3,679 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,878 shares; 2024Q4: 17,423 shares; 2025Q1: 32,874 shares; 2025Q2: 3,738 shares; 2025Q3: 36,467 shares; 2025Q4: 28,964 shares 28,964 $2.65M 0.49% -7,503 Timeline UDOW 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: 6,402 shares; 2024Q4: 6,040 shares; 2025Q1: not reported; 2025Q2: 11,073 shares; 2025Q3: 32,235 shares; 2025Q4: 45,130 shares 45,130 $2.61M 0.48% +12,895 Timeline BUCK 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: 149,425 shares; 2024Q4: 165,801 shares; 2025Q1: 263,302 shares; 2025Q2: 197,794 shares; 2025Q3: 108,954 shares; 2025Q4: 110,138 shares 110,138 $2.61M 0.48% +1,184 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,891 shares; 2024Q4: 5,730 shares; 2025Q1: 4,884 shares; 2025Q2: 4,998 shares; 2025Q3: 13,589 shares; 2025Q4: 7,263 shares 7,263 $2.43M 0.45% -6,326 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,277 shares; 2025Q4: 61,635 shares 61,635 $2.4M 0.45% -642 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: 8,123 shares; 2024Q4: 8,123 shares; 2025Q1: 8,124 shares; 2025Q2: 8,113 shares; 2025Q3: 8,113 shares; 2025Q4: 8,113 shares 8,113 $2.26M 0.42% 0 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,384 shares; 2024Q4: 31,013 shares; 2025Q1: 38,792 shares; 2025Q2: 46,444 shares; 2025Q3: 46,353 shares; 2025Q4: 46,502 shares 46,502 $2.16M 0.4% +149 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,600 shares; 2025Q1: 4,137 shares; 2025Q2: not reported; 2025Q3: 4,166 shares; 2025Q4: 5,349 shares 5,349 $2.12M 0.39% +1,183 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,910 shares; 2024Q4: 30,161 shares; 2025Q1: 37,792 shares; 2025Q2: 45,255 shares; 2025Q3: 44,806 shares; 2025Q4: 44,948 shares 44,948 $2.11M 0.39% +142 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,430 shares; 2024Q4: 31,102 shares; 2025Q1: 40,425 shares; 2025Q2: 48,350 shares; 2025Q3: 47,890 shares; 2025Q4: 48,033 shares 48,033 $2.11M 0.39% +143 Timeline TUA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,937 shares; 2025Q4: 92,398 shares 92,398 $2.02M 0.37% +2,461 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,244 shares; 2024Q4: 34,334 shares; 2025Q1: 43,443 shares; 2025Q2: 52,025 shares; 2025Q3: 51,532 shares; 2025Q4: 51,708 shares 51,708 $2.02M 0.37% +176 Timeline HIGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,715 shares; 2024Q4: 59,174 shares; 2025Q1: 66,665 shares; 2025Q2: 67,679 shares; 2025Q3: 88,427 shares; 2025Q4: 90,554 shares 90,554 $2.02M 0.37% +2,127 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,289 shares; 2025Q1: 18,345 shares; 2025Q2: 21,236 shares; 2025Q3: 25,979 shares; 2025Q4: 40,865 shares 40,865 $2.02M 0.37% +14,886 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,767 shares; 2024Q4: 28,201 shares; 2025Q1: 60,468 shares; 2025Q2: 20,920 shares; 2025Q3: 27,604 shares; 2025Q4: 33,100 shares 33,100 $1.81M 0.34% +5,496 Timeline EALT 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: 9,038 shares; 2025Q1: 35,282 shares; 2025Q2: 44,790 shares; 2025Q3: 46,516 shares; 2025Q4: 50,572 shares 50,572 $1.78M 0.33% +4,056 Timeline FLGV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,752 shares; 2024Q4: 32,308 shares; 2025Q1: 38,365 shares; 2025Q2: 40,204 shares; 2025Q3: 81,209 shares; 2025Q4: 83,349 shares 83,349 $1.71M 0.32% +2,140 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,587 shares 4,587 $1.62M 0.3% new Timeline SEPM 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: 95,989 shares; 2025Q1: 96,788 shares; 2025Q2: 72,438 shares; 2025Q3: 50,864 shares; 2025Q4: 50,849 shares 50,849 $1.62M 0.3% -15 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,090 shares; 2025Q1: 94,217 shares; 2025Q2: 72,434 shares; 2025Q3: 59,832 shares; 2025Q4: 57,799 shares 57,799 $1.58M 0.29% -2,033 Timeline SMAY 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: 90,082 shares; 2024Q4: 113,288 shares; 2025Q1: 113,714 shares; 2025Q2: 84,840 shares; 2025Q3: 59,427 shares; 2025Q4: 59,282 shares 59,282 $1.54M 0.29% -145 Timeline TUG 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: 38,708 shares; 2024Q4: 41,439 shares; 2025Q1: 42,226 shares; 2025Q2: 40,848 shares; 2025Q3: 38,585 shares; 2025Q4: 38,057 shares 38,057 $1.51M 0.28% -528 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,585 shares; 2025Q4: 5,138 shares 5,138 $1.47M 0.27% -7,447 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,943 shares; 2024Q4: 3,192 shares; 2025Q1: 3,889 shares; 2025Q2: 4,560 shares; 2025Q3: 4,617 shares; 2025Q4: 6,687 shares 6,687 $1.43M 0.27% +2,070 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,319 shares; 2024Q4: 15,224 shares; 2025Q1: 23,657 shares; 2025Q2: 31,295 shares; 2025Q3: 35,519 shares; 2025Q4: 42,460 shares 42,460 $1.42M 0.26% +6,941 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,932 shares; 2024Q4: 4,594 shares; 2025Q1: 5,948 shares; 2025Q2: 12,412 shares; 2025Q3: 5,993 shares; 2025Q4: 9,166 shares 9,166 $1.42M 0.26% +3,173 Timeline IONQ IONQ INC More: the full row for IONQ 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: 31,082 shares 31,082 $1.39M 0.26% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,225 shares; 2025Q4: 18,987 shares 18,987 $1.38M 0.26% -1,238 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: 132,600 shares; 2024Q4: 149,947 shares; 2025Q1: 167,469 shares; 2025Q2: 169,996 shares; 2025Q3: 37,397 shares; 2025Q4: 37,584 shares 37,584 $1.38M 0.26% +187 Timeline SQLV LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT 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: 31,962 shares; 2025Q4: 31,741 shares 31,741 $1.37M 0.25% -221 Timeline JAJL 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: 32,131 shares; 2025Q1: 20,463 shares; 2025Q2: 33,203 shares; 2025Q3: 45,385 shares; 2025Q4: 46,298 shares 46,298 $1.35M 0.25% +913 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,385 shares; 2024Q4: 7,596 shares; 2025Q1: 17,934 shares; 2025Q2: 5,705 shares; 2025Q3: 7,638 shares; 2025Q4: 8,665 shares 8,665 $1.34M 0.25% +1,027 Timeline XBAP 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: 13,579 shares; 2024Q4: 22,221 shares; 2025Q1: 32,494 shares; 2025Q2: 38,570 shares; 2025Q3: 36,089 shares; 2025Q4: 34,224 shares 34,224 $1.32M 0.25% -1,865 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,637 shares; 2025Q3: 1,760 shares; 2025Q4: 7,398 shares 7,398 $1.32M 0.24% +5,638 Timeline XBJL 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: 13,541 shares; 2024Q4: 22,178 shares; 2025Q1: 32,412 shares; 2025Q2: 38,481 shares; 2025Q3: 36,007 shares; 2025Q4: 34,151 shares 34,151 $1.31M 0.24% -1,856 Timeline XBOC 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: 14,867 shares; 2024Q4: 24,351 shares; 2025Q1: 36,650 shares; 2025Q2: 43,541 shares; 2025Q3: 40,732 shares; 2025Q4: 38,622 shares 38,622 $1.3M 0.24% -2,110 Timeline XBJA 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: 16,095 shares; 2024Q4: 26,347 shares; 2025Q1: 38,438 shares; 2025Q2: 45,630 shares; 2025Q3: 42,692 shares; 2025Q4: 40,483 shares 40,483 $1.29M 0.24% -2,209 Timeline WABF FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,549 shares; 2024Q4: 32,583 shares; 2025Q1: 36,484 shares; 2025Q2: 37,669 shares; 2025Q3: 49,746 shares; 2025Q4: 50,953 shares 50,953 $1.29M 0.24% +1,207 Timeline QEFA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,883 shares; 2025Q4: 13,470 shares 13,470 $1.22M 0.23% -413 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD 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: 28,132 shares 28,132 $1.2M 0.22% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,587 shares; 2024Q4: 10,518 shares; 2025Q1: 10,434 shares; 2025Q2: 10,338 shares; 2025Q3: 10,338 shares; 2025Q4: 10,709 shares 10,709 $1.18M 0.22% +371 Timeline EMLP 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: 56,898 shares; 2025Q1: 58,911 shares; 2025Q2: 63,440 shares; 2025Q3: 54,077 shares; 2025Q4: 31,074 shares 31,074 $1.18M 0.22% -23,003 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,692 shares; 2025Q4: 2,742 shares 2,742 $1.16M 0.21% +50 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,339 shares; 2025Q4: 25,129 shares 25,129 $1.15M 0.21% +9,790 Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 28,722 shares 28,722 $1.14M 0.21% new 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: 2,975 shares; 2024Q4: 1,531 shares; 2025Q1: 2,298 shares; 2025Q2: 2,326 shares; 2025Q3: 1,994 shares; 2025Q4: 1,655 shares 1,655 $1.12M 0.21% -339 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,091 shares; 2025Q3: not reported; 2025Q4: 4,878 shares 4,878 $1.1M 0.2% new Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA 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: 14,194 shares 14,194 $1.09M 0.2% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,684 shares 4,684 $1.08M 0.2% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,246 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,935 shares; 2025Q4: 8,198 shares 8,198 $1.07M 0.2% +1,263 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: not reported; 2025Q3: not reported; 2025Q4: 40,670 shares 40,670 $1.06M 0.2% new Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,344 shares; 2025Q3: 4,881 shares; 2025Q4: 9,172 shares 9,172 $1.06M 0.2% +4,291 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,957 shares; 2025Q4: 9,023 shares 9,023 $996K 0.18% +6,066 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,684 shares; 2024Q4: 6,367 shares; 2025Q1: 22,519 shares; 2025Q2: 14,129 shares; 2025Q3: 10,003 shares; 2025Q4: 12,373 shares 12,373 $961K 0.18% +2,370 Timeline COWZ 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: 32,760 shares; 2024Q4: 34,229 shares; 2025Q1: 34,198 shares; 2025Q2: 32,788 shares; 2025Q3: 16,545 shares; 2025Q4: 15,934 shares 15,934 $959K 0.18% -611 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,731 shares; 2024Q4: not reported; 2025Q1: 15,108 shares; 2025Q2: 12,407 shares; 2025Q3: 9,455 shares; 2025Q4: 8,433 shares 8,433 $954K 0.18% -1,022 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,349 shares 10,349 $951K 0.18% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,057 shares 3,057 $936K 0.17% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,783 shares 7,783 $935K 0.17% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,157 shares 35,157 $920K 0.17% new 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: not reported; 2025Q4: 40,081 shares 40,081 $896K 0.17% new Timeline DVYE 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: 27,778 shares 27,778 $866K 0.16% 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: not reported; 2025Q3: 12,261 shares; 2025Q4: 13,667 shares 13,667 $807K 0.15% +1,406 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 1,888 shares 1,888 $797K 0.15% new Timeline HEQT 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: not reported; 2025Q1: 29,708 shares; 2025Q2: 21,266 shares; 2025Q3: 12,516 shares; 2025Q4: 23,831 shares 23,831 $764K 0.14% +11,315 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: 4,393 shares; 2024Q4: 4,409 shares; 2025Q1: 4,425 shares; 2025Q2: 4,196 shares; 2025Q3: 4,251 shares; 2025Q4: 13,228 shares 13,228 $757K 0.14% +8,977 Timeline ZNOV 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: 16,515 shares; 2025Q2: 27,704 shares; 2025Q3: 37,877 shares; 2025Q4: 27,923 shares 27,923 $745K 0.14% -9,954 Timeline FOXY 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: not reported; 2025Q1: 27,459 shares; 2025Q2: 33,937 shares; 2025Q3: 24,851 shares; 2025Q4: 26,768 shares 26,768 $728K 0.13% +1,917 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,322 shares; 2024Q4: 26,179 shares; 2025Q1: 4,455 shares; 2025Q2: 4,650 shares; 2025Q3: 11,544 shares; 2025Q4: 16,023 shares 16,023 $716K 0.13% +4,479 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: not reported; 2024Q4: not reported; 2025Q1: 10,308 shares; 2025Q2: 17,049 shares; 2025Q3: 14,960 shares; 2025Q4: 13,607 shares 13,607 $679K 0.13% -1,353 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,292 shares; 2024Q4: 75,751 shares; 2025Q1: 76,570 shares; 2025Q2: 80,317 shares; 2025Q3: 83,826 shares; 2025Q4: 80,973 shares 80,973 $677K 0.13% -2,853 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,711 shares; 2025Q1: 2,545 shares; 2025Q2: 2,083 shares; 2025Q3: 2,088 shares; 2025Q4: 2,120 shares 2,120 $648K 0.12% +32 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,979 shares; 2024Q4: 3,149 shares; 2025Q1: 3,642 shares; 2025Q2: 2,292 shares; 2025Q3: 2,223 shares; 2025Q4: 2,010 shares 2,010 $648K 0.12% -213 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,206 shares; 2024Q4: 10,619 shares; 2025Q1: 10,941 shares; 2025Q2: 25,887 shares; 2025Q3: 11,343 shares; 2025Q4: 25,878 shares 25,878 $643K 0.12% +14,535 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,538 shares 32,538 $630K 0.12% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,306 shares; 2024Q4: 5,561 shares; 2025Q1: 5,513 shares; 2025Q2: 4,487 shares; 2025Q3: 4,446 shares; 2025Q4: 4,386 shares 4,386 $629K 0.12% -60 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,335 shares; 2024Q4: 126,568 shares; 2025Q1: 124,483 shares; 2025Q2: 125,476 shares; 2025Q3: 126,240 shares; 2025Q4: 123,724 shares 123,724 $621K 0.12% -2,516 Timeline IGLD 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: 24,389 shares 24,389 $610K 0.11% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,954 shares; 2024Q4: 3,686 shares; 2025Q1: 3,985 shares; 2025Q2: 2,041 shares; 2025Q3: 2,019 shares; 2025Q4: 3,162 shares 3,162 $606K 0.11% +1,143 Timeline EFAS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,850 shares 30,850 $599K 0.11% new Timeline BFRZ 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: not reported; 2025Q4: 22,217 shares 22,217 $596K 0.11% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,075 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 2,025 shares 2,025 $582K 0.11% +1,350 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: 8,748 shares; 2024Q4: 10,717 shares; 2025Q1: 9,657 shares; 2025Q2: 14,396 shares; 2025Q3: 16,068 shares; 2025Q4: 19,430 shares 19,430 $581K 0.11% +3,362 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: 2,313 shares; 2025Q1: not reported; 2025Q2: 4,609 shares; 2025Q3: 5,567 shares; 2025Q4: 5,411 shares 5,411 $570K 0.11% -156 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 11,752 shares 11,752 $565K 0.1% new Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,576 shares; 2024Q4: 89,833 shares; 2025Q1: 88,376 shares; 2025Q2: 90,449 shares; 2025Q3: 91,329 shares; 2025Q4: 91,291 shares 91,291 $561K 0.1% -38 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,712 shares; 2024Q4: 5,803 shares; 2025Q1: 5,919 shares; 2025Q2: 6,049 shares; 2025Q3: 5,916 shares; 2025Q4: 5,026 shares 5,026 $560K 0.1% -890 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,591 shares; 2024Q4: not reported; 2025Q1: 4,829 shares; 2025Q2: 9,948 shares; 2025Q3: 5,640 shares; 2025Q4: 13,610 shares 13,610 $554K 0.1% +7,970 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: 16,823 shares; 2024Q4: 16,730 shares; 2025Q1: 16,730 shares; 2025Q2: 16,740 shares; 2025Q3: 16,740 shares; 2025Q4: 16,949 shares 16,949 $518K 0.1% +209 Timeline HFGM 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: not reported; 2025Q2: 17,118 shares; 2025Q3: 19,477 shares; 2025Q4: 17,898 shares 17,898 $516K 0.1% -1,579 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: 7,707 shares; 2024Q4: 9,312 shares; 2025Q1: 8,924 shares; 2025Q2: 5,476 shares; 2025Q3: 5,464 shares; 2025Q4: 5,399 shares 5,399 $503K 0.09% -65 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,241 shares; 2025Q2: not reported; 2025Q3: 4,724 shares; 2025Q4: 8,574 shares 8,574 $497K 0.09% +3,850 Timeline OOSP SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES 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: 48,787 shares 48,787 $495K 0.09% new Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,745 shares; 2025Q3: 8,629 shares; 2025Q4: 16,915 shares 16,915 $491K 0.09% +8,286 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,969 shares; 2024Q4: 21,941 shares; 2025Q1: 21,612 shares; 2025Q2: 21,612 shares; 2025Q3: 21,586 shares; 2025Q4: 21,633 shares 21,633 $483K 0.09% +47 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,146 shares; 2024Q4: 5,484 shares; 2025Q1: 5,449 shares; 2025Q2: 4,750 shares; 2025Q3: 5,141 shares; 2025Q4: 5,120 shares 5,120 $479K 0.09% -21 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,462 shares; 2025Q4: 10,157 shares 10,157 $461K 0.09% +7,695 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 809 shares; 2025Q3: 811 shares; 2025Q4: 1,251 shares 1,251 $451K 0.08% +440 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,260 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,462 shares; 2025Q3: not reported; 2025Q4: 5,552 shares 5,552 $448K 0.08% new Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 10,992 shares 10,992 $443K 0.08% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 603 shares; 2025Q1: 691 shares; 2025Q2: 653 shares; 2025Q3: 744 shares; 2025Q4: 705 shares 705 $442K 0.08% -39 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,272 shares; 2025Q3: 15,718 shares; 2025Q4: 17,604 shares 17,604 $438K 0.08% +1,886 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,156 shares; 2025Q1: 2,123 shares; 2025Q2: 1,765 shares; 2025Q3: 2,123 shares; 2025Q4: 2,104 shares 2,104 $436K 0.08% -19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,182 shares 8,182 $430K 0.08% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 605 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 440 shares; 2025Q4: 750 shares 750 $430K 0.08% +310 Timeline RISR 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,898 shares 11,898 $430K 0.08% new Timeline DYFI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,308 shares; 2024Q4: 21,845 shares; 2025Q1: 20,580 shares; 2025Q2: 20,944 shares; 2025Q3: 19,707 shares; 2025Q4: 18,597 shares 18,597 $429K 0.08% -1,110 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: not reported; 2024Q4: 1,554 shares; 2025Q1: not reported; 2025Q2: 1,465 shares; 2025Q3: 1,753 shares; 2025Q4: 1,685 shares 1,685 $426K 0.08% -68 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,036 shares; 2025Q3: 5,944 shares; 2025Q4: 5,994 shares 5,994 $418K 0.08% +50 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,802 shares; 2024Q4: 8,686 shares; 2025Q1: 8,747 shares; 2025Q2: 8,066 shares; 2025Q3: 7,441 shares; 2025Q4: 7,375 shares 7,375 $406K 0.08% -66 Timeline URA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,434 shares 9,434 $403K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,571 shares 1,571 $401K 0.07% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,442 shares; 2025Q1: 1,378 shares; 2025Q2: 1,162 shares; 2025Q3: 1,124 shares; 2025Q4: 1,157 shares 1,157 $398K 0.07% +33 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,438 shares; 2025Q4: 2,766 shares 2,766 $398K 0.07% +328 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,411 shares 1,411 $397K 0.07% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,294 shares; 2024Q4: 7,747 shares; 2025Q1: 7,521 shares; 2025Q2: 5,382 shares; 2025Q3: 5,378 shares; 2025Q4: 5,364 shares 5,364 $394K 0.07% -14 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,014 shares; 2025Q3: not reported; 2025Q4: 2,804 shares 2,804 $392K 0.07% new 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: 1,751 shares; 2024Q4: 1,751 shares; 2025Q1: 1,864 shares; 2025Q2: 2,231 shares; 2025Q3: 2,202 shares; 2025Q4: 2,153 shares 2,153 $392K 0.07% -49 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,397 shares 8,397 $390K 0.07% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,048 shares 4,048 $388K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 474 shares; 2025Q3: 581 shares; 2025Q4: 867 shares 867 $386K 0.07% +286 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 931 shares; 2024Q4: 835 shares; 2025Q1: 780 shares; 2025Q2: 825 shares; 2025Q3: 725 shares; 2025Q4: 1,100 shares 1,100 $386K 0.07% +375 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 754 shares 754 $385K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,888 shares 1,888 $383K 0.07% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 592 shares; 2025Q3: not reported; 2025Q4: 999 shares 999 $383K 0.07% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 2,072 shares; 2025Q1: 4,514 shares; 2025Q2: 3,859 shares; 2025Q3: 3,853 shares; 2025Q4: 3,853 shares 3,853 $382K 0.07% 0 Timeline PTC PTC INC More: the full row for PTC 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: 2,126 shares 2,126 $370K 0.07% new Timeline MQQQ INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR 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: not reported; 2025Q2: 1,424 shares; 2025Q3: 3,007 shares; 2025Q4: 2,012 shares 2,012 $365K 0.07% -995 Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM 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: 18,322 shares 18,322 $361K 0.07% new Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,168 shares 3,168 $359K 0.07% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,818 shares; 2024Q4: 5,884 shares; 2025Q1: 5,891 shares; 2025Q2: 2,969 shares; 2025Q3: 2,914 shares; 2025Q4: 2,906 shares 2,906 $357K 0.07% -8 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 2,006 shares; 2025Q1: 3,452 shares; 2025Q2: 3,102 shares; 2025Q3: 3,062 shares; 2025Q4: 2,914 shares 2,914 $351K 0.06% -148 Timeline CAIE 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,036 shares 13,036 $349K 0.06% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,070 shares; 2025Q1: 1,121 shares; 2025Q2: 1,151 shares; 2025Q3: 1,225 shares; 2025Q4: 1,177 shares 1,177 $348K 0.06% -48 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,773 shares 1,773 $345K 0.06% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,148 shares; 2024Q4: 2,449 shares; 2025Q1: 2,250 shares; 2025Q2: 1,634 shares; 2025Q3: 1,174 shares; 2025Q4: 1,171 shares 1,171 $344K 0.06% -3 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,229 shares; 2024Q4: 22,173 shares; 2025Q1: 21,615 shares; 2025Q2: 24,430 shares; 2025Q3: 26,957 shares; 2025Q4: 26,325 shares 26,325 $339K 0.06% -632 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: 4,704 shares; 2024Q4: 4,704 shares; 2025Q1: 4,704 shares; 2025Q2: 4,704 shares; 2025Q3: 4,589 shares; 2025Q4: 4,839 shares 4,839 $336K 0.06% +250 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: 882 shares; 2024Q4: 828 shares; 2025Q1: 766 shares; 2025Q2: 751 shares; 2025Q3: 681 shares; 2025Q4: 579 shares 579 $331K 0.06% -102 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,356 shares; 2024Q4: 22,558 shares; 2025Q1: 13,733 shares; 2025Q2: 12,686 shares; 2025Q3: 13,454 shares; 2025Q4: 13,118 shares 13,118 $328K 0.06% -336 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: 1,205 shares; 2024Q4: 419 shares; 2025Q1: 1,277 shares; 2025Q2: 509 shares; 2025Q3: 321 shares; 2025Q4: 3,462 shares 3,462 $325K 0.06% +3,141 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,349 shares; 2024Q4: 3,936 shares; 2025Q1: 3,657 shares; 2025Q2: 2,526 shares; 2025Q3: 2,559 shares; 2025Q4: 2,545 shares 2,545 $319K 0.06% -14 Timeline UJUL 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: 5,718 shares; 2025Q3: 6,918 shares; 2025Q4: 8,169 shares 8,169 $317K 0.06% +1,251 Timeline UOCT 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: 164,992 shares; 2025Q1: 167,849 shares; 2025Q2: 127,859 shares; 2025Q3: 6,486 shares; 2025Q4: 7,723 shares 7,723 $302K 0.06% +1,237 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,653 shares; 2024Q4: 4,924 shares; 2025Q1: 5,013 shares; 2025Q2: 4,771 shares; 2025Q3: 4,775 shares; 2025Q4: 4,296 shares 4,296 $300K 0.06% -479 Timeline UJAN 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: 5,058 shares; 2025Q3: 5,739 shares; 2025Q4: 6,849 shares 6,849 $296K 0.05% +1,110 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,202 shares; 2024Q4: 4,381 shares; 2025Q1: 4,877 shares; 2025Q2: 4,416 shares; 2025Q3: 783 shares; 2025Q4: 855 shares 855 $296K 0.05% +72 Timeline TOCT 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: not reported; 2025Q4: 11,139 shares 11,139 $296K 0.05% new Timeline NMAX NEWSMAX INC More: the full row for NEWSMAX 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: 38,008 shares; 2025Q4: 38,002 shares 38,002 $294K 0.05% -6 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: 4,619 shares; 2024Q4: 3,679 shares; 2025Q1: 3,619 shares; 2025Q2: 3,619 shares; 2025Q3: 3,619 shares; 2025Q4: 2,619 shares 2,619 $293K 0.05% -1,000 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,551 shares; 2025Q1: 1,490 shares; 2025Q2: 1,439 shares; 2025Q3: 1,229 shares; 2025Q4: 1,246 shares 1,246 $285K 0.05% +17 Timeline UAPR 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: 7,229 shares; 2025Q4: 8,632 shares 8,632 $283K 0.05% +1,403 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,974 shares; 2024Q4: 3,150 shares; 2025Q1: 3,103 shares; 2025Q2: 1,899 shares; 2025Q3: 1,888 shares; 2025Q4: 1,809 shares 1,809 $276K 0.05% -79 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: 1,943 shares; 2024Q4: 2,280 shares; 2025Q1: 1,995 shares; 2025Q2: 1,409 shares; 2025Q3: 1,470 shares; 2025Q4: 1,413 shares 1,413 $276K 0.05% -57 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 547 shares; 2025Q1: not reported; 2025Q2: 1,110 shares; 2025Q3: 1,243 shares; 2025Q4: 1,267 shares 1,267 $275K 0.05% +24 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: 13,653 shares; 2024Q4: 15,053 shares; 2025Q1: 14,314 shares; 2025Q2: 14,089 shares; 2025Q3: 14,973 shares; 2025Q4: 15,504 shares 15,504 $274K 0.05% +531 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,483 shares; 2025Q1: 585 shares; 2025Q2: 592 shares; 2025Q3: 562 shares; 2025Q4: 559 shares 559 $273K 0.05% -3 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,677 shares; 2025Q2: not reported; 2025Q3: 3,933 shares; 2025Q4: 4,038 shares 4,038 $272K 0.05% +105 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,662 shares; 2024Q4: 2,651 shares; 2025Q1: 2,458 shares; 2025Q2: 2,558 shares; 2025Q3: 2,385 shares; 2025Q4: 2,366 shares 2,366 $269K 0.05% -19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,231 shares; 2025Q3: 1,283 shares; 2025Q4: 1,199 shares 1,199 $267K 0.05% -84 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 844 shares 844 $265K 0.05% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,797 shares; 2025Q1: 4,656 shares; 2025Q2: 2,915 shares; 2025Q3: 2,894 shares; 2025Q4: 2,870 shares 2,870 $264K 0.05% -24 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: not reported; 2024Q4: not reported; 2025Q1: 4,228 shares; 2025Q2: not reported; 2025Q3: 5,974 shares; 2025Q4: 6,152 shares 6,152 $253K 0.05% +178 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: 8,146 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,057 shares; 2025Q4: 8,957 shares 8,957 $253K 0.05% -100 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 623 shares; 2025Q2: 294 shares; 2025Q3: 477 shares; 2025Q4: 274 shares 274 $241K 0.04% -203 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 763 shares; 2025Q4: 727 shares 727 $240K 0.04% -36 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,313 shares; 2024Q4: 2,237 shares; 2025Q1: 1,828 shares; 2025Q2: not reported; 2025Q3: 1,277 shares; 2025Q4: 1,274 shares 1,274 $234K 0.04% -3 Timeline FCG 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: 9,778 shares 9,778 $229K 0.04% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,120 shares; 2025Q2: 8,002 shares; 2025Q3: 9,140 shares; 2025Q4: 8,602 shares 8,602 $226K 0.04% -538 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,757 shares; 2024Q4: 18,027 shares; 2025Q1: 20,843 shares; 2025Q2: 27,184 shares; 2025Q3: 27,184 shares; 2025Q4: 29,839 shares 29,839 $224K 0.04% +2,655 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,062 shares 6,062 $224K 0.04% new 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: 760 shares; 2024Q4: 958 shares; 2025Q1: 939 shares; 2025Q2: not reported; 2025Q3: 1,777 shares; 2025Q4: 824 shares 824 $221K 0.04% -953 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,418 shares; 2025Q1: 958 shares; 2025Q2: 838 shares; 2025Q3: not reported; 2025Q4: 673 shares 673 $220K 0.04% new Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED 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: 9,390 shares 9,390 $216K 0.04% new Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,983 shares 6,983 $214K 0.04% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: 6,524 shares; 2025Q1: 6,432 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,976 shares 3,976 $212K 0.04% new Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,246 shares 4,246 $212K 0.04% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,654 shares 5,654 $208K 0.04% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 694 shares; 2025Q3: 681 shares; 2025Q4: 640 shares 640 $207K 0.04% -41 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,038 shares; 2024Q4: 3,060 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,453 shares 1,453 $205K 0.04% new 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: 2,269 shares; 2024Q4: 3,397 shares; 2025Q1: 4,164 shares; 2025Q2: 3,824 shares; 2025Q3: 4,881 shares; 2025Q4: 3,976 shares 3,976 $202K 0.04% -905 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,081 shares; 2025Q4: 10,738 shares 10,738 $196K 0.04% -343 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,072 shares; 2024Q4: 14,134 shares; 2025Q1: 13,965 shares; 2025Q2: 14,122 shares; 2025Q3: 14,197 shares; 2025Q4: 14,276 shares 14,276 $185K 0.03% +79 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,905 shares; 2024Q4: 14,660 shares; 2025Q1: 14,180 shares; 2025Q2: 14,270 shares; 2025Q3: 14,322 shares; 2025Q4: 14,422 shares 14,422 $181K 0.03% +100 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,451 shares; 2024Q4: 10,521 shares; 2025Q1: 10,521 shares; 2025Q2: 10,336 shares; 2025Q3: 10,336 shares; 2025Q4: 10,336 shares 10,336 $158K 0.03% 0 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,261 shares; 2024Q4: 13,582 shares; 2025Q1: 13,623 shares; 2025Q2: 13,711 shares; 2025Q3: 13,685 shares; 2025Q4: 13,774 shares 13,774 $128K 0.02% +89 Timeline SRI STONERIDGE INC More: the full row for STONERIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,009 shares; 2024Q4: 21,009 shares; 2025Q1: 21,009 shares; 2025Q2: 21,009 shares; 2025Q3: 21,009 shares; 2025Q4: 21,009 shares 21,009 $122K 0.02% 0 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,937 shares; 2024Q4: 12,937 shares; 2025Q1: 12,937 shares; 2025Q2: 12,630 shares; 2025Q3: 12,630 shares; 2025Q4: 12,630 shares 12,630 $121K 0.02% 0 Timeline AFIF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,539 shares; 2024Q4: 12,539 shares; 2025Q1: 12,539 shares; 2025Q2: 12,109 shares; 2025Q3: 12,109 shares; 2025Q4: 12,109 shares 12,109 $114K 0.02% 0 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,215 shares; 2025Q1: 11,261 shares; 2025Q2: 11,342 shares; 2025Q3: 11,401 shares; 2025Q4: 11,461 shares 11,461 $62K 0.01% +60 Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,332 shares; 2024Q4: 15,403 shares; 2025Q1: 15,451 shares; 2025Q2: 15,527 shares; 2025Q3: 11,895 shares; 2025Q4: 12,006 shares 12,006 $44.5K 0.01% +111 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,972 shares; 2025Q3: 11,828 shares; 2025Q4: 13,846 shares 13,846 $27.3K 0.01% +2,018 Timeline