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: 31,091 shares; 2024Q4: 35,089 shares; 2025Q1: 51,434 shares; 2025Q2: 50,191 shares; 2025Q3: 49,524 shares; 2025Q4: 938,352 shares 938,352 $255M 25.71% +888,828 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: 240,973 shares; 2024Q4: 248,112 shares; 2025Q1: 252,349 shares; 2025Q2: 257,846 shares; 2025Q3: 260,805 shares; 2025Q4: 264,460 shares 264,460 $180M 18.18% +3,655 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: 212,447 shares; 2024Q4: 258,646 shares; 2025Q1: 254,796 shares; 2025Q2: 253,129 shares; 2025Q3: 252,330 shares; 2025Q4: 505,528 shares 505,528 $72.8M 7.34% +253,198 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: 504,623 shares; 2024Q4: 608,289 shares; 2025Q1: 607,251 shares; 2025Q2: 606,475 shares; 2025Q3: 573,051 shares; 2025Q4: 578,666 shares 578,666 $31.7M 3.19% +5,615 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: 771,578 shares; 2024Q4: 770,844 shares; 2025Q1: 760,546 shares; 2025Q2: 597,348 shares; 2025Q3: 603,857 shares; 2025Q4: 603,680 shares 603,680 $28.8M 2.91% -177 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: 33,092 shares; 2024Q4: 35,548 shares; 2025Q1: 39,017 shares; 2025Q2: 47,076 shares; 2025Q3: 44,884 shares; 2025Q4: 44,808 shares 44,808 $27.5M 2.77% -76 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: 67,847 shares; 2024Q4: 57,540 shares; 2025Q1: 67,602 shares; 2025Q2: 58,578 shares; 2025Q3: 60,609 shares; 2025Q4: 61,327 shares 61,327 $24.3M 2.45% +718 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: 107,372 shares; 2024Q4: 109,711 shares; 2025Q1: 107,976 shares; 2025Q2: 107,594 shares; 2025Q3: 190,883 shares; 2025Q4: 190,814 shares 190,814 $22.5M 2.26% -69 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: 95,259 shares; 2024Q4: 101,306 shares; 2025Q1: 103,921 shares; 2025Q2: 103,019 shares; 2025Q3: 97,296 shares; 2025Q4: 97,249 shares 97,249 $22.4M 2.26% -47 Timeline EZU 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: 64,870 shares; 2024Q4: 8,085 shares; 2025Q1: 7,875 shares; 2025Q2: 278,267 shares; 2025Q3: 283,723 shares; 2025Q4: 290,221 shares 290,221 $18.6M 1.87% +6,498 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: 18,973 shares; 2024Q4: 19,592 shares; 2025Q1: 19,350 shares; 2025Q2: 27,975 shares; 2025Q3: 28,720 shares; 2025Q4: 28,475 shares 28,475 $17.9M 1.8% -245 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: 79,265 shares; 2024Q4: 79,725 shares; 2025Q1: 125,990 shares; 2025Q2: 126,621 shares; 2025Q3: 111,156 shares; 2025Q4: 112,462 shares 112,462 $17.4M 1.75% +1,306 Timeline SHLD 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: 28,650 shares; 2025Q3: 203,109 shares; 2025Q4: 205,907 shares 205,907 $13.3M 1.34% +2,798 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: 230,707 shares; 2025Q4: 226,843 shares 226,843 $11.4M 1.15% -3,864 Timeline VRP 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: 452,294 shares; 2024Q4: 460,612 shares; 2025Q1: 450,915 shares; 2025Q2: 447,797 shares; 2025Q3: 446,489 shares; 2025Q4: 448,511 shares 448,511 $10.9M 1.1% +2,022 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: 130,687 shares; 2024Q4: 133,517 shares; 2025Q1: 133,279 shares; 2025Q2: 133,053 shares; 2025Q3: 134,180 shares; 2025Q4: 135,854 shares 135,854 $10.6M 1.06% +1,674 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: 49,267 shares; 2024Q4: 68,982 shares; 2025Q1: 59,560 shares; 2025Q2: 60,095 shares; 2025Q3: 55,739 shares; 2025Q4: 54,389 shares 54,389 $9.67M 0.97% -1,350 Timeline VB 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: 42,517 shares; 2024Q4: 41,063 shares; 2025Q1: 40,428 shares; 2025Q2: 36,201 shares; 2025Q3: 36,251 shares; 2025Q4: 36,224 shares 36,224 $9.34M 0.94% -27 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: 9,303 shares; 2024Q4: 11,439 shares; 2025Q1: 18,027 shares; 2025Q2: 18,378 shares; 2025Q3: 18,542 shares; 2025Q4: 18,756 shares 18,756 $9.07M 0.91% +214 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,916 shares; 2024Q4: 16,112 shares; 2025Q1: 16,213 shares; 2025Q2: 16,017 shares; 2025Q3: 16,030 shares; 2025Q4: 15,901 shares 15,901 $7.99M 0.81% -129 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: 57,865 shares; 2024Q4: 58,758 shares; 2025Q1: 62,326 shares; 2025Q2: 62,819 shares; 2025Q3: 24,738 shares; 2025Q4: 23,631 shares 23,631 $7.42M 0.75% -1,107 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: 122,129 shares; 2024Q4: 176,780 shares; 2025Q1: 184,330 shares; 2025Q2: 185,101 shares; 2025Q3: 177,322 shares; 2025Q4: 148,686 shares 148,686 $7.38M 0.74% -28,636 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: not reported; 2024Q4: not reported; 2025Q1: 81,369 shares; 2025Q2: 83,548 shares; 2025Q3: 84,626 shares; 2025Q4: 154,507 shares 154,507 $6.6M 0.66% +69,881 Timeline NLR 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: not reported; 2025Q3: not reported; 2025Q4: 49,551 shares 49,551 $6.15M 0.62% new 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: 30,625 shares; 2024Q4: 42,785 shares; 2025Q1: 25,116 shares; 2025Q2: 23,920 shares; 2025Q3: 23,663 shares; 2025Q4: 23,694 shares 23,694 $5.83M 0.59% +31 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: 76,978 shares; 2024Q4: 97,886 shares; 2025Q1: 100,136 shares; 2025Q2: 93,640 shares; 2025Q3: 83,218 shares; 2025Q4: 128,359 shares 128,359 $5.74M 0.58% +45,141 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,611 shares; 2024Q4: 64,537 shares; 2025Q1: 64,365 shares; 2025Q2: 64,677 shares; 2025Q3: 68,069 shares; 2025Q4: 85,199 shares 85,199 $5.73M 0.58% +17,130 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: 4,768 shares; 2024Q4: 7,061 shares; 2025Q1: 13,109 shares; 2025Q2: 13,425 shares; 2025Q3: 12,207 shares; 2025Q4: 11,811 shares 11,811 $5.31M 0.54% -396 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,898 shares; 2024Q4: 7,246 shares; 2025Q1: 7,105 shares; 2025Q2: 7,080 shares; 2025Q3: 6,722 shares; 2025Q4: 6,567 shares 6,567 $4.95M 0.5% -155 Timeline JPIE 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: 63,691 shares; 2024Q4: 61,116 shares; 2025Q1: 87,451 shares; 2025Q2: 102,471 shares; 2025Q3: 101,056 shares; 2025Q4: 100,326 shares 100,326 $4.64M 0.47% -730 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: 15,992 shares; 2024Q4: 15,979 shares; 2025Q1: 16,637 shares; 2025Q2: 16,866 shares; 2025Q3: 16,867 shares; 2025Q4: 34,562 shares 34,562 $4.13M 0.42% +17,695 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: 12,728 shares; 2024Q4: 14,314 shares; 2025Q1: 15,579 shares; 2025Q2: 15,731 shares; 2025Q3: 13,180 shares; 2025Q4: 13,098 shares 13,098 $4.1M 0.41% -82 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: 135,835 shares; 2024Q4: 135,285 shares; 2025Q1: 132,620 shares; 2025Q2: 132,620 shares; 2025Q3: 130,900 shares; 2025Q4: 128,400 shares 128,400 $3.93M 0.4% -2,500 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: 4,182 shares; 2024Q4: 4,788 shares; 2025Q1: 7,057 shares; 2025Q2: 7,181 shares; 2025Q3: 6,682 shares; 2025Q4: 5,848 shares 5,848 $3.86M 0.39% -834 Timeline ITA 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: 18,333 shares; 2024Q4: 18,318 shares; 2025Q1: 17,908 shares; 2025Q2: 17,908 shares; 2025Q3: 19,258 shares; 2025Q4: 17,748 shares 17,748 $3.81M 0.38% -1,510 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: 65,366 shares; 2024Q4: 202,155 shares; 2025Q1: 202,204 shares; 2025Q2: 137,833 shares; 2025Q3: 137,617 shares; 2025Q4: 138,398 shares 138,398 $3.8M 0.38% +781 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: 21,334 shares; 2024Q4: 21,294 shares; 2025Q1: 19,436 shares; 2025Q2: 19,436 shares; 2025Q3: 19,436 shares; 2025Q4: 19,266 shares 19,266 $3.69M 0.37% -170 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: 15,887 shares; 2024Q4: 16,878 shares; 2025Q1: 17,784 shares; 2025Q2: 23,374 shares; 2025Q3: 22,750 shares; 2025Q4: 19,180 shares 19,180 $3.58M 0.36% -3,570 Timeline SOXX 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: 9,502 shares; 2024Q4: 7,372 shares; 2025Q1: 11,519 shares; 2025Q2: 10,124 shares; 2025Q3: 10,693 shares; 2025Q4: 11,301 shares 11,301 $3.4M 0.34% +608 Timeline KBE 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: 53,387 shares; 2024Q4: 53,387 shares; 2025Q1: 53,022 shares; 2025Q2: 53,022 shares; 2025Q3: 53,022 shares; 2025Q4: 53,022 shares 53,022 $3.22M 0.32% 0 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,411 shares; 2024Q4: 335,884 shares; 2025Q1: 165,334 shares; 2025Q2: 155,053 shares; 2025Q3: 141,593 shares; 2025Q4: 123,677 shares 123,677 $3.08M 0.31% -17,916 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,439 shares; 2024Q4: 34,479 shares; 2025Q1: 33,558 shares; 2025Q2: 32,588 shares; 2025Q3: 32,878 shares; 2025Q4: 45,721 shares 45,721 $2.47M 0.25% +12,843 Timeline VDE 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: 29,830 shares; 2024Q4: 56,520 shares; 2025Q1: 55,430 shares; 2025Q2: 52,765 shares; 2025Q3: 51,712 shares; 2025Q4: 18,463 shares 18,463 $2.32M 0.23% -33,249 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,414 shares; 2024Q4: 37,829 shares; 2025Q1: 37,060 shares; 2025Q2: 36,556 shares; 2025Q3: 20,146 shares; 2025Q4: 20,850 shares 20,850 $2.3M 0.23% +704 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,545 shares; 2024Q4: 13,545 shares; 2025Q1: 13,549 shares; 2025Q2: 13,545 shares; 2025Q3: 13,545 shares; 2025Q4: 13,545 shares 13,545 $2.12M 0.21% 0 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: 102,681 shares; 2024Q4: 45,385 shares; 2025Q1: 40,378 shares; 2025Q2: 38,268 shares; 2025Q3: 34,208 shares; 2025Q4: 34,208 shares 34,208 $2.06M 0.21% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,838 shares; 2024Q4: 6,688 shares; 2025Q1: 6,598 shares; 2025Q2: 6,498 shares; 2025Q3: 6,498 shares; 2025Q4: 6,365 shares 6,365 $2.05M 0.21% -133 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,466 shares; 2024Q4: 214,771 shares; 2025Q1: 178,411 shares; 2025Q2: 178,336 shares; 2025Q3: 165,716 shares; 2025Q4: 153,310 shares 153,310 $2.03M 0.2% -12,406 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,660 shares; 2025Q1: 39,550 shares; 2025Q2: 39,555 shares; 2025Q3: 34,777 shares; 2025Q4: 29,784 shares 29,784 $1.98M 0.2% -4,993 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: 1,940 shares; 2024Q4: 3,885 shares; 2025Q1: 3,936 shares; 2025Q2: 5,086 shares; 2025Q3: 5,190 shares; 2025Q4: 5,004 shares 5,004 $1.8M 0.18% -186 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,792 shares; 2024Q4: 40,792 shares; 2025Q1: 40,792 shares; 2025Q2: 71,191 shares; 2025Q3: 32,817 shares; 2025Q4: 32,817 shares 32,817 $1.65M 0.17% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,834 shares; 2024Q4: 16,738 shares; 2025Q1: 16,706 shares; 2025Q2: 16,737 shares; 2025Q3: 15,886 shares; 2025Q4: 17,045 shares 17,045 $1.64M 0.17% +1,159 Timeline JEPQ 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: 32,350 shares; 2025Q1: 42,809 shares; 2025Q2: 27,940 shares; 2025Q3: 28,039 shares; 2025Q4: 28,140 shares 28,140 $1.64M 0.16% +101 Timeline BND 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: not reported; 2025Q2: 21,780 shares; 2025Q3: 21,780 shares; 2025Q4: 21,780 shares 21,780 $1.61M 0.16% 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: 30,113 shares; 2024Q4: 30,118 shares; 2025Q1: 14,573 shares; 2025Q2: 13,434 shares; 2025Q3: 13,338 shares; 2025Q4: 13,189 shares 13,189 $1.61M 0.16% -149 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,750 shares; 2025Q2: 8,250 shares; 2025Q3: 8,750 shares; 2025Q4: 7,750 shares 7,750 $1.59M 0.16% -1,000 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: 11,990 shares; 2024Q4: 12,046 shares; 2025Q1: 12,047 shares; 2025Q2: 12,048 shares; 2025Q3: 11,888 shares; 2025Q4: 11,889 shares 11,889 $1.59M 0.16% +1 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.15% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,881 shares 19,881 $1.36M 0.14% new Timeline VTWO 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: 15,280 shares; 2025Q1: 13,650 shares; 2025Q2: 13,615 shares; 2025Q3: 13,535 shares; 2025Q4: 13,535 shares 13,535 $1.35M 0.14% 0 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: 11,532 shares; 2024Q4: 11,532 shares; 2025Q1: 11,532 shares; 2025Q2: 11,532 shares; 2025Q3: 11,532 shares; 2025Q4: 23,126 shares 23,126 $1.34M 0.13% +11,594 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,552 shares; 2024Q4: 7,552 shares; 2025Q1: 8,091 shares; 2025Q2: 7,621 shares; 2025Q3: 7,010 shares; 2025Q4: 7,010 shares 7,010 $1.34M 0.13% 0 Timeline BSV 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: 9,628 shares; 2024Q4: 9,530 shares; 2025Q1: 11,559 shares; 2025Q2: 12,249 shares; 2025Q3: 13,644 shares; 2025Q4: 16,649 shares 16,649 $1.31M 0.13% +3,005 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: 1,885 shares; 2024Q4: 1,885 shares; 2025Q1: 2,485 shares; 2025Q2: 2,485 shares; 2025Q3: 5,465 shares; 2025Q4: 5,395 shares 5,395 $1.3M 0.13% -70 Timeline IVW 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: 15,755 shares; 2024Q4: 8,055 shares; 2025Q1: 15,585 shares; 2025Q2: 25,835 shares; 2025Q3: 10,230 shares; 2025Q4: 10,300 shares 10,300 $1.27M 0.13% +70 Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,985 shares; 2024Q4: 59,600 shares; 2025Q1: 58,770 shares; 2025Q2: 57,370 shares; 2025Q3: 57,120 shares; 2025Q4: 56,255 shares 56,255 $1.19M 0.12% -865 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: 2,380 shares; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,386 shares; 2025Q3: 2,386 shares; 2025Q4: 2,386 shares 2,386 $1.16M 0.12% 0 Timeline EEM 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: 17,280 shares; 2024Q4: 17,280 shares; 2025Q1: 17,280 shares; 2025Q2: 20,695 shares; 2025Q3: 20,695 shares; 2025Q4: 20,697 shares 20,697 $1.13M 0.11% +2 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: 44,050 shares; 2024Q4: 47,880 shares; 2025Q1: 77,220 shares; 2025Q2: 128,550 shares; 2025Q3: 24,795 shares; 2025Q4: 29,835 shares 29,835 $1.13M 0.11% +5,040 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,700 shares; 2024Q4: 35,546 shares; 2025Q1: 27,378 shares; 2025Q2: 27,377 shares; 2025Q3: 25,877 shares; 2025Q4: 24,817 shares 24,817 $1.1M 0.11% -1,060 Timeline EWU 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: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $1.1M 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,706 shares; 2025Q2: 3,951 shares; 2025Q3: 3,938 shares; 2025Q4: 3,939 shares 3,939 $1.1M 0.11% +1 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: not reported; 2024Q4: not reported; 2025Q1: 19,869 shares; 2025Q2: 2,087 shares; 2025Q3: 2,087 shares; 2025Q4: 2,087 shares 2,087 $1.09M 0.11% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,504 shares; 2024Q4: 8,254 shares; 2025Q1: 8,254 shares; 2025Q2: 8,254 shares; 2025Q3: 8,254 shares; 2025Q4: 8,254 shares 8,254 $1.05M 0.11% 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: 14,994 shares; 2024Q4: 14,596 shares; 2025Q1: 14,596 shares; 2025Q2: 14,588 shares; 2025Q3: 14,741 shares; 2025Q4: 13,472 shares 13,472 $1.04M 0.1% -1,269 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: 498 shares; 2024Q4: 1,373 shares; 2025Q1: 1,338 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares; 2025Q4: 1,143 shares 1,143 $1M 0.1% -160 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: 7,640 shares; 2024Q4: 7,640 shares; 2025Q1: 8,624 shares; 2025Q2: 8,624 shares; 2025Q3: 8,319 shares; 2025Q4: 8,340 shares 8,340 $1M 0.1% +21 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,546 shares; 2024Q4: 2,629 shares; 2025Q1: 2,623 shares; 2025Q2: 2,796 shares; 2025Q3: 2,623 shares; 2025Q4: 2,771 shares 2,771 $929K 0.09% +148 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: not reported; 2025Q2: not reported; 2025Q3: 36,930 shares; 2025Q4: 36,090 shares 36,090 $894K 0.09% -840 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,532 shares; 2024Q4: 23,688 shares; 2025Q1: 5,753 shares; 2025Q2: 5,622 shares; 2025Q3: 5,317 shares; 2025Q4: 5,067 shares 5,067 $855K 0.09% -250 Timeline ACWI 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: 5,431 shares; 2024Q4: 5,441 shares; 2025Q1: 5,441 shares; 2025Q2: 5,448 shares; 2025Q3: 5,448 shares; 2025Q4: 5,457 shares 5,457 $772K 0.08% +9 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,313 shares; 2024Q4: 32,313 shares; 2025Q1: 30,413 shares; 2025Q2: 30,413 shares; 2025Q3: 30,413 shares; 2025Q4: 30,413 shares 30,413 $740K 0.07% 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: 4,190 shares; 2024Q4: 7,085 shares; 2025Q1: 7,575 shares; 2025Q2: 8,740 shares; 2025Q3: 8,875 shares; 2025Q4: 8,877 shares 8,877 $721K 0.07% +2 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,054 shares; 2024Q4: 5,505 shares; 2025Q1: 5,890 shares; 2025Q2: 5,020 shares; 2025Q3: 5,094 shares; 2025Q4: 4,887 shares 4,887 $716K 0.07% -207 Timeline FLBL 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: 30,405 shares; 2024Q4: 30,405 shares; 2025Q1: 31,975 shares; 2025Q2: 31,355 shares; 2025Q3: 31,381 shares; 2025Q4: 30,428 shares 30,428 $713K 0.07% -953 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: 3,551 shares; 2024Q4: 3,551 shares; 2025Q1: 3,551 shares; 2025Q2: 3,551 shares; 2025Q3: 3,551 shares; 2025Q4: 3,551 shares 3,551 $688K 0.07% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,305 shares; 2024Q4: 10,305 shares; 2025Q1: 9,535 shares; 2025Q2: 9,535 shares; 2025Q3: 9,535 shares; 2025Q4: 9,535 shares 9,535 $665K 0.07% 0 Timeline EUSA 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: 6,426 shares; 2025Q3: 6,426 shares; 2025Q4: 6,426 shares 6,426 $664K 0.07% 0 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: 11,215 shares; 2025Q1: 13,214 shares; 2025Q2: 13,819 shares; 2025Q3: 17,467 shares; 2025Q4: 17,467 shares 17,467 $645K 0.06% 0 Timeline PWB 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: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $636K 0.06% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,824 shares; 2024Q4: 1,824 shares; 2025Q1: 1,824 shares; 2025Q2: 1,824 shares; 2025Q3: 1,824 shares; 2025Q4: 1,824 shares 1,824 $626K 0.06% 0 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: 2,953 shares; 2024Q4: 6,403 shares; 2025Q1: 5,655 shares; 2025Q2: 5,693 shares; 2025Q3: 5,593 shares; 2025Q4: 5,593 shares 5,593 $623K 0.06% 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: 14,305 shares; 2024Q4: 14,305 shares; 2025Q1: 14,305 shares; 2025Q2: 14,305 shares; 2025Q3: 14,305 shares; 2025Q4: 14,305 shares 14,305 $621K 0.06% 0 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: 54,537 shares; 2024Q4: 63,168 shares; 2025Q1: 58,458 shares; 2025Q2: 20,577 shares; 2025Q3: 18,657 shares; 2025Q4: 10,715 shares 10,715 $613K 0.06% -7,942 Timeline VGK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,280 shares; 2025Q3: 7,280 shares; 2025Q4: 7,280 shares 7,280 $609K 0.06% 0 Timeline IWF 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: 1,217 shares; 2025Q2: 1,270 shares; 2025Q3: 1,270 shares; 2025Q4: 1,270 shares 1,270 $601K 0.06% 0 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: 3,623 shares; 2024Q4: 4,450 shares; 2025Q1: 1,630 shares; 2025Q2: 1,545 shares; 2025Q3: 1,530 shares; 2025Q4: 1,697 shares 1,697 $587K 0.06% +167 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,505 shares; 2024Q4: 12,455 shares; 2025Q1: 14,665 shares; 2025Q2: 14,695 shares; 2025Q3: 11,992 shares; 2025Q4: 12,300 shares 12,300 $583K 0.06% +308 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,390 shares; 2025Q3: 6,940 shares; 2025Q4: 6,940 shares 6,940 $581K 0.06% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,988 shares; 2024Q4: 2,831 shares; 2025Q1: 4,268 shares; 2025Q2: 4,840 shares; 2025Q3: 5,875 shares; 2025Q4: 6,036 shares 6,036 $580K 0.06% +161 Timeline VPL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,897 shares; 2025Q3: 5,897 shares; 2025Q4: 5,897 shares 5,897 $533K 0.05% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 5,433 shares; 2025Q1: 5,143 shares; 2025Q2: 5,143 shares; 2025Q3: 4,897 shares; 2025Q4: 4,897 shares 4,897 $525K 0.05% 0 Timeline VCR 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: 1,243 shares; 2024Q4: 1,243 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 1,275 shares 1,275 $502K 0.05% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,326 shares; 2025Q3: 7,326 shares; 2025Q4: 7,326 shares 7,326 $494K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,947 shares; 2025Q3: 2,113 shares; 2025Q4: 2,194 shares 2,194 $470K 0.05% +81 Timeline EIS 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: 4,165 shares 4,165 $458K 0.05% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,321 shares; 2025Q1: 8,226 shares; 2025Q2: 25,136 shares; 2025Q3: 8,226 shares; 2025Q4: 8,361 shares 8,361 $449K 0.05% +135 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: not reported; 2024Q4: not reported; 2025Q1: 2,627 shares; 2025Q2: 2,098 shares; 2025Q3: 2,098 shares; 2025Q4: 2,098 shares 2,098 $441K 0.04% 0 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: 14,483 shares; 2024Q4: 14,483 shares; 2025Q1: 14,064 shares; 2025Q2: 14,064 shares; 2025Q3: 14,064 shares; 2025Q4: 14,064 shares 14,064 $435K 0.04% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,623 shares; 2025Q2: 6,874 shares; 2025Q3: 6,755 shares; 2025Q4: 6,719 shares 6,719 $420K 0.04% -36 Timeline LIT 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: 8,870 shares; 2024Q4: 14,030 shares; 2025Q1: 7,010 shares; 2025Q2: 6,450 shares; 2025Q3: 6,450 shares; 2025Q4: 6,450 shares 6,450 $418K 0.04% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,030 shares; 2024Q4: 7,615 shares; 2025Q1: 7,615 shares; 2025Q2: 7,616 shares; 2025Q3: 7,618 shares; 2025Q4: 7,619 shares 7,619 $411K 0.04% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 294 shares; 2025Q4: 382 shares 382 $409K 0.04% +88 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,030 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,302 shares 1,302 $401K 0.04% 0 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: not reported; 2024Q4: 2,494 shares; 2025Q1: 6,470 shares; 2025Q2: 6,470 shares; 2025Q3: 4,325 shares; 2025Q4: 4,331 shares 4,331 $396K 0.04% +6 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,031 shares; 2025Q3: 4,031 shares; 2025Q4: 4,031 shares 4,031 $388K 0.04% 0 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: 413 shares; 2024Q4: 413 shares; 2025Q1: 1,071 shares; 2025Q2: 1,082 shares; 2025Q3: 1,164 shares; 2025Q4: 1,154 shares 1,154 $381K 0.04% -10 Timeline AAXJ 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: 63,073 shares; 2024Q4: 68,632 shares; 2025Q1: 65,270 shares; 2025Q2: 64,527 shares; 2025Q3: 63,757 shares; 2025Q4: 4,004 shares 4,004 $373K 0.04% -59,753 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,235 shares; 2025Q4: 16,500 shares 16,500 $370K 0.04% -3,735 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: 1,773 shares; 2024Q4: 1,763 shares; 2025Q1: 1,760 shares; 2025Q2: 1,633 shares; 2025Q3: 1,596 shares; 2025Q4: 1,609 shares 1,609 $368K 0.04% +13 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,070 shares; 2025Q1: 3,114 shares; 2025Q2: 3,070 shares; 2025Q3: 3,070 shares; 2025Q4: 3,083 shares 3,083 $360K 0.04% +13 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 11,200 shares; 2025Q4: 11,030 shares 11,030 $349K 0.04% -170 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,632 shares; 2025Q1: 2,632 shares; 2025Q2: 2,632 shares; 2025Q3: 2,632 shares; 2025Q4: 2,632 shares 2,632 $342K 0.03% 0 Timeline MAGS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,150 shares; 2025Q4: 5,150 shares 5,150 $340K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,436 shares 6,436 $339K 0.03% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares 5,900 $335K 0.03% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $331K 0.03% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,289 shares; 2025Q1: 2,139 shares; 2025Q2: 2,062 shares; 2025Q3: 2,062 shares; 2025Q4: 2,061 shares 2,061 $331K 0.03% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,215 shares 6,215 $327K 0.03% new Timeline VHT 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: 1,060 shares; 2024Q4: 1,125 shares; 2025Q1: 1,165 shares; 2025Q2: 1,165 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares 1,125 $324K 0.03% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 324 shares; 2025Q1: 299 shares; 2025Q2: 309 shares; 2025Q3: 312 shares; 2025Q4: 301 shares 301 $323K 0.03% -11 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: 953 shares; 2024Q4: 1,033 shares; 2025Q1: 1,067 shares; 2025Q2: 1,055 shares; 2025Q3: 1,054 shares; 2025Q4: 892 shares 892 $313K 0.03% -162 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: 1,983 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,460 shares; 2025Q4: 1,460 shares 1,460 $310K 0.03% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 500 shares 500 $302K 0.03% -95 Timeline VDC 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: 1,146 shares; 2024Q4: 1,146 shares; 2025Q1: 1,746 shares; 2025Q2: 1,746 shares; 2025Q3: 1,656 shares; 2025Q4: 1,418 shares 1,418 $300K 0.03% -238 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,550 shares 4,550 $293K 0.03% new 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: 12,430 shares; 2024Q4: 12,430 shares; 2025Q1: 7,265 shares; 2025Q2: 7,265 shares; 2025Q3: 7,265 shares; 2025Q4: 7,265 shares 7,265 $278K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 803 shares; 2025Q2: 803 shares; 2025Q3: 803 shares; 2025Q4: 803 shares 803 $276K 0.03% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: 2,653 shares; 2025Q1: 2,381 shares; 2025Q2: not reported; 2025Q3: 1,703 shares; 2025Q4: 1,714 shares 1,714 $276K 0.03% +11 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: not reported; 2024Q4: 1,381 shares; 2025Q1: 1,299 shares; 2025Q2: not reported; 2025Q3: 1,919 shares; 2025Q4: 1,919 shares 1,919 $275K 0.03% 0 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: 1,481 shares; 2024Q4: not reported; 2025Q1: 1,682 shares; 2025Q2: 1,682 shares; 2025Q3: 1,682 shares; 2025Q4: 1,733 shares 1,733 $269K 0.03% +51 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: 8,675 shares; 2024Q4: 3,370 shares; 2025Q1: 3,416 shares; 2025Q2: 2,986 shares; 2025Q3: 2,951 shares; 2025Q4: 5,902 shares 5,902 $268K 0.03% +2,951 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: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 465 shares 465 $265K 0.03% +5 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,240 shares; 2025Q3: 3,710 shares; 2025Q4: 3,615 shares 3,615 $258K 0.03% -95 Timeline HYD 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: 5,740 shares; 2024Q4: 5,540 shares; 2025Q1: 4,985 shares; 2025Q2: 4,985 shares; 2025Q3: 4,985 shares; 2025Q4: 4,985 shares 4,985 $255K 0.03% 0 Timeline PATH UIPATH INC More: the full row for UIPATH 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: 15,160 shares 15,160 $248K 0.03% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 326 shares; 2025Q1: not reported; 2025Q2: 314 shares; 2025Q3: 287 shares; 2025Q4: 287 shares 287 $247K 0.02% 0 Timeline BOND 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: 2,177 shares; 2024Q4: not reported; 2025Q1: 2,177 shares; 2025Q2: 3,189 shares; 2025Q3: 3,172 shares; 2025Q4: 2,546 shares 2,546 $237K 0.02% -626 Timeline FLOT 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: 4,580 shares; 2025Q3: 4,580 shares; 2025Q4: 4,580 shares 4,580 $233K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE 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: 498 shares; 2025Q3: 498 shares; 2025Q4: 491 shares 491 $230K 0.02% -7 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: 5,360 shares; 2025Q3: 5,360 shares; 2025Q4: 5,360 shares 5,360 $229K 0.02% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,528 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,611 shares; 2025Q3: 2,611 shares; 2025Q4: 2,787 shares 2,787 $228K 0.02% +176 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 807 shares; 2025Q3: 807 shares; 2025Q4: 807 shares 807 $217K 0.02% 0 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: not reported; 2024Q4: 6,506 shares; 2025Q1: 8,306 shares; 2025Q2: 8,391 shares; 2025Q3: 1,821 shares; 2025Q4: 1,916 shares 1,916 $217K 0.02% +95 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: 704 shares; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 704 shares; 2025Q4: 579 shares 579 $216K 0.02% -125 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,115 shares; 2024Q4: 11,115 shares; 2025Q1: 14,240 shares; 2025Q2: 14,240 shares; 2025Q3: 14,240 shares; 2025Q4: 14,240 shares 14,240 $214K 0.02% 0 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares 3,300 $214K 0.02% 0 Timeline VEU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,889 shares; 2025Q4: 2,903 shares 2,903 $214K 0.02% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,437 shares; 2025Q3: 1,437 shares; 2025Q4: 1,179 shares 1,179 $209K 0.02% -258 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: not reported; 2024Q4: 1,591 shares; 2025Q1: 1,521 shares; 2025Q2: 1,521 shares; 2025Q3: 1,371 shares; 2025Q4: 1,371 shares 1,371 $209K 0.02% 0 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- 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: 9,000 shares 9,000 $208K 0.02% new Timeline PBW 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: 14,359 shares; 2024Q4: 11,108 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,758 shares 6,758 $206K 0.02% new Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000 $93.5K 0.01% 0 Timeline NRO NEUBERGER R/EST SECS INC FD More: the full row for NEUBERGER R/EST SECS INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,856 shares; 2024Q4: 11,125 shares; 2025Q1: 11,438 shares; 2025Q2: 11,775 shares; 2025Q3: 12,119 shares; 2025Q4: 12,238 shares 12,238 $37.2K <0.01% +119 Timeline LAB STANDARD BIOTOOLS INC More: the full row for STANDARD BIOTOOLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,210 shares; 2024Q4: 12,210 shares; 2025Q1: 12,210 shares; 2025Q2: 12,210 shares; 2025Q3: 12,210 shares; 2025Q4: 12,210 shares 12,210 $15.6K <0.01% 0 Timeline VS MEDIA HOLDINGS LTD. VS MEDIA HOLDINGS LTD. More: the full row for VS MEDIA HOLDINGS 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: 43,000 shares 43,000 $4.33K <0.01% new