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: 69,485 shares; 2024Q4: 65,487 shares; 2025Q1: 75,589 shares; 2025Q2: 56,988 shares; 2025Q3: 53,570 shares; 2025Q4: 55,370 shares 55,370 $15.1M 3.61% +1,800 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,478 shares; 2024Q4: 229,928 shares; 2025Q1: 273,697 shares; 2025Q2: 312,190 shares; 2025Q3: 350,493 shares; 2025Q4: 347,821 shares 347,821 $13.3M 3.18% -2,672 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: 75,235 shares; 2024Q4: 181,882 shares; 2025Q1: 190,910 shares; 2025Q2: 216,896 shares; 2025Q3: 229,595 shares; 2025Q4: 230,629 shares 230,629 $13.2M 3.17% +1,034 Timeline MOAT 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: 111,313 shares; 2024Q4: 131,496 shares; 2025Q1: 137,940 shares; 2025Q2: 126,607 shares; 2025Q3: 121,997 shares; 2025Q4: 125,070 shares 125,070 $13M 3.11% +3,073 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 356,441 shares; 2025Q3: 487,260 shares; 2025Q4: 467,442 shares 467,442 $11.8M 2.83% -19,818 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: 144,358 shares; 2024Q4: 166,439 shares; 2025Q1: 183,197 shares; 2025Q2: 172,207 shares; 2025Q3: 179,942 shares; 2025Q4: 181,154 shares 181,154 $10.9M 2.62% +1,212 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,683 shares; 2024Q4: 194,513 shares; 2025Q1: 196,053 shares; 2025Q2: 195,159 shares; 2025Q3: 214,171 shares; 2025Q4: 217,395 shares 217,395 $9.49M 2.28% +3,224 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: 12,467 shares; 2024Q4: 9,791 shares; 2025Q1: 10,975 shares; 2025Q2: 12,459 shares; 2025Q3: 15,139 shares; 2025Q4: 15,103 shares 15,103 $9.47M 2.27% -36 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: 75,526 shares; 2024Q4: 67,939 shares; 2025Q1: 69,136 shares; 2025Q2: 72,817 shares; 2025Q3: 74,521 shares; 2025Q4: 86,025 shares 86,025 $7.5M 1.8% +11,504 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,850 shares; 2024Q4: 148,288 shares; 2025Q1: 147,816 shares; 2025Q2: 128,142 shares; 2025Q3: 123,112 shares; 2025Q4: 123,516 shares 123,516 $7.13M 1.71% +404 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,525 shares; 2024Q4: 150,767 shares; 2025Q1: 141,476 shares; 2025Q2: 129,641 shares; 2025Q3: 125,615 shares; 2025Q4: 102,033 shares 102,033 $7.09M 1.7% -23,582 Timeline VGIT 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: 87,239 shares; 2024Q4: 81,817 shares; 2025Q1: 89,601 shares; 2025Q2: 92,631 shares; 2025Q3: 118,584 shares; 2025Q4: 116,709 shares 116,709 $6.99M 1.68% -1,875 Timeline LTPZ 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: 139,985 shares; 2024Q4: 147,538 shares; 2025Q1: 143,482 shares; 2025Q2: 131,430 shares; 2025Q3: 126,547 shares; 2025Q4: 134,241 shares 134,241 $6.95M 1.67% +7,694 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: 41,516 shares; 2024Q4: 37,091 shares; 2025Q1: 33,923 shares; 2025Q2: 13,751 shares; 2025Q3: 11,341 shares; 2025Q4: 11,064 shares 11,064 $6.8M 1.63% -277 Timeline NTSX 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: 98,372 shares; 2024Q4: 100,421 shares; 2025Q1: 102,831 shares; 2025Q2: 112,867 shares; 2025Q3: 125,189 shares; 2025Q4: 123,765 shares 123,765 $6.78M 1.63% -1,424 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: 141,271 shares; 2024Q4: 107,546 shares; 2025Q1: 100,971 shares; 2025Q2: 88,813 shares; 2025Q3: 85,550 shares; 2025Q4: 82,363 shares 82,363 $6.69M 1.6% -3,187 Timeline ENDW 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: not reported; 2025Q3: 202,545 shares; 2025Q4: 207,916 shares 207,916 $6.43M 1.54% +5,371 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: 32,669 shares; 2024Q4: 32,195 shares; 2025Q1: 30,251 shares; 2025Q2: 19,643 shares; 2025Q3: 18,205 shares; 2025Q4: 33,017 shares 33,017 $6.16M 1.48% +14,812 Timeline MUNI 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: 160,947 shares; 2024Q4: 160,542 shares; 2025Q1: 158,879 shares; 2025Q2: 119,111 shares; 2025Q3: 116,171 shares; 2025Q4: 116,076 shares 116,076 $6.08M 1.46% -95 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 44,538 shares; 2025Q1: 105,984 shares; 2025Q2: 143,254 shares; 2025Q3: 192,959 shares; 2025Q4: 181,665 shares 181,665 $5.93M 1.42% -11,294 Timeline EDV 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: 88,699 shares; 2024Q4: 94,113 shares; 2025Q1: 91,098 shares; 2025Q2: 94,473 shares; 2025Q3: 94,351 shares; 2025Q4: 89,450 shares 89,450 $5.82M 1.4% -4,901 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,442 shares; 2024Q4: 168,227 shares; 2025Q1: 169,497 shares; 2025Q2: 174,053 shares; 2025Q3: 173,771 shares; 2025Q4: 178,876 shares 178,876 $5.81M 1.39% +5,105 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 169,027 shares; 2025Q1: 166,433 shares; 2025Q2: 166,804 shares; 2025Q3: 183,184 shares; 2025Q4: 187,325 shares 187,325 $5.64M 1.35% +4,141 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,934 shares; 2024Q4: 111,009 shares; 2025Q1: 114,882 shares; 2025Q2: 113,507 shares; 2025Q3: 108,254 shares; 2025Q4: 111,583 shares 111,583 $5.12M 1.23% +3,329 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,534 shares; 2024Q4: 22,965 shares; 2025Q1: 34,774 shares; 2025Q2: 46,144 shares; 2025Q3: 58,269 shares; 2025Q4: 56,905 shares 56,905 $5.09M 1.22% -1,364 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,231 shares; 2024Q4: 106,320 shares; 2025Q1: 112,972 shares; 2025Q2: 131,305 shares; 2025Q3: 133,827 shares; 2025Q4: 179,200 shares 179,200 $5.03M 1.21% +45,373 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,425 shares; 2024Q4: 38,336 shares; 2025Q1: 41,071 shares; 2025Q2: 40,601 shares; 2025Q3: 47,115 shares; 2025Q4: 44,294 shares 44,294 $4.87M 1.17% -2,821 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,663 shares; 2024Q4: 65,172 shares; 2025Q1: 69,696 shares; 2025Q2: 74,153 shares; 2025Q3: 72,961 shares; 2025Q4: 80,699 shares 80,699 $4.75M 1.14% +7,738 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,279 shares; 2024Q4: 127,626 shares; 2025Q1: 135,679 shares; 2025Q2: 136,797 shares; 2025Q3: 133,057 shares; 2025Q4: 139,640 shares 139,640 $4.59M 1.1% +6,583 Timeline RPAR 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: 168,471 shares; 2024Q4: 171,620 shares; 2025Q1: 178,085 shares; 2025Q2: 171,213 shares; 2025Q3: 178,744 shares; 2025Q4: 202,039 shares 202,039 $4.33M 1.04% +23,295 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG 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: 78,235 shares; 2025Q3: 129,460 shares; 2025Q4: 132,798 shares 132,798 $4.16M 1% +3,338 Timeline TRTY CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,491 shares; 2024Q4: 134,665 shares; 2025Q1: 137,641 shares; 2025Q2: 133,088 shares; 2025Q3: 137,876 shares; 2025Q4: 142,135 shares 142,135 $4.05M 0.97% +4,259 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: 10,288 shares; 2024Q4: 10,666 shares; 2025Q1: 10,788 shares; 2025Q2: 8,900 shares; 2025Q3: 9,251 shares; 2025Q4: 9,803 shares 9,803 $3.89M 0.93% +552 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,870 shares; 2024Q4: 100,342 shares; 2025Q1: 102,251 shares; 2025Q2: 101,501 shares; 2025Q3: 93,893 shares; 2025Q4: 94,761 shares 94,761 $3.87M 0.93% +868 Timeline FNDE 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: 102,861 shares; 2025Q2: 105,216 shares; 2025Q3: 106,406 shares; 2025Q4: 107,149 shares 107,149 $3.86M 0.93% +743 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,436 shares; 2024Q4: 13,009 shares; 2025Q1: 25,343 shares; 2025Q2: 27,611 shares; 2025Q3: 39,602 shares; 2025Q4: 39,996 shares 39,996 $3.81M 0.91% +394 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,212 shares; 2024Q4: 112,030 shares; 2025Q1: 110,795 shares; 2025Q2: 109,172 shares; 2025Q3: 94,874 shares; 2025Q4: 88,588 shares 88,588 $3.65M 0.88% -6,286 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,328 shares; 2024Q4: 8,886 shares; 2025Q1: 10,302 shares; 2025Q2: 15,783 shares; 2025Q3: 21,942 shares; 2025Q4: 71,685 shares 71,685 $3.55M 0.85% +49,743 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,493 shares; 2024Q4: 31,453 shares; 2025Q1: 31,009 shares; 2025Q2: 35,191 shares; 2025Q3: 35,798 shares; 2025Q4: 40,589 shares 40,589 $3.49M 0.84% +4,791 Timeline DGRO 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: 72,389 shares; 2024Q4: 62,461 shares; 2025Q1: 59,933 shares; 2025Q2: 54,216 shares; 2025Q3: 51,004 shares; 2025Q4: 49,120 shares 49,120 $3.41M 0.82% -1,884 Timeline XSVM 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: 44,997 shares; 2024Q4: 50,580 shares; 2025Q1: 54,379 shares; 2025Q2: 51,195 shares; 2025Q3: 54,416 shares; 2025Q4: 55,396 shares 55,396 $3.17M 0.76% +980 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: 11,226 shares; 2024Q4: 11,515 shares; 2025Q1: 11,598 shares; 2025Q2: 7,843 shares; 2025Q3: 6,482 shares; 2025Q4: 6,394 shares 6,394 $3.09M 0.74% -88 Timeline IGEB 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: 9,719 shares; 2024Q4: 17,223 shares; 2025Q1: 38,911 shares; 2025Q2: 44,117 shares; 2025Q3: 65,486 shares; 2025Q4: 67,676 shares 67,676 $3.09M 0.74% +2,190 Timeline PJFG PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,597 shares; 2025Q1: 29,845 shares; 2025Q2: 27,447 shares; 2025Q3: 29,773 shares; 2025Q4: 27,538 shares 27,538 $3.06M 0.74% -2,235 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,140 shares; 2024Q4: 68,354 shares; 2025Q1: 68,062 shares; 2025Q2: 70,781 shares; 2025Q3: 71,146 shares; 2025Q4: 75,339 shares 75,339 $2.89M 0.69% +4,193 Timeline SCHR 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: 18,308 shares; 2025Q1: 70,972 shares; 2025Q2: 77,769 shares; 2025Q3: 118,472 shares; 2025Q4: 106,899 shares 106,899 $2.68M 0.64% -11,573 Timeline GDE 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: 8,608 shares; 2025Q1: 18,355 shares; 2025Q2: 34,357 shares; 2025Q3: 34,321 shares; 2025Q4: 42,851 shares 42,851 $2.64M 0.63% +8,530 Timeline NTSI 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: 37,167 shares; 2024Q4: 35,370 shares; 2025Q1: 36,110 shares; 2025Q2: 45,681 shares; 2025Q3: 49,711 shares; 2025Q4: 55,063 shares 55,063 $2.43M 0.58% +5,352 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: 37,766 shares; 2024Q4: 43,777 shares; 2025Q1: 34,033 shares; 2025Q2: 14,787 shares; 2025Q3: 13,053 shares; 2025Q4: 12,636 shares 12,636 $2.41M 0.58% -417 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: 6,321 shares; 2024Q4: 6,597 shares; 2025Q1: 7,263 shares; 2025Q2: 6,101 shares; 2025Q3: 6,223 shares; 2025Q4: 7,092 shares 7,092 $2.38M 0.57% +869 Timeline GDMN 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: 39,172 shares; 2024Q4: 40,390 shares; 2025Q1: 38,438 shares; 2025Q2: 32,486 shares; 2025Q3: 29,402 shares; 2025Q4: 25,052 shares 25,052 $2.33M 0.56% -4,350 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: 16,408 shares; 2024Q4: 16,941 shares; 2025Q1: 16,316 shares; 2025Q2: 14,300 shares; 2025Q3: 10,646 shares; 2025Q4: 10,095 shares 10,095 $2.33M 0.56% -551 Timeline JGRO 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: 19,830 shares; 2025Q1: 21,205 shares; 2025Q2: 20,692 shares; 2025Q3: 23,818 shares; 2025Q4: 25,034 shares 25,034 $2.32M 0.56% +1,216 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,261 shares; 2024Q4: 22,846 shares; 2025Q1: 46,534 shares; 2025Q2: 65,807 shares; 2025Q3: 86,786 shares; 2025Q4: 83,838 shares 83,838 $2.3M 0.55% -2,948 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: 25,652 shares; 2024Q4: 87,858 shares; 2025Q1: 92,841 shares; 2025Q2: 80,591 shares; 2025Q3: 82,803 shares; 2025Q4: 81,473 shares 81,473 $2.23M 0.54% -1,330 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,564 shares; 2025Q2: 48,874 shares; 2025Q3: 60,498 shares; 2025Q4: 76,899 shares 76,899 $2.18M 0.52% +16,401 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,089 shares; 2024Q4: 79,839 shares; 2025Q1: 84,791 shares; 2025Q2: 84,752 shares; 2025Q3: 83,021 shares; 2025Q4: 82,575 shares 82,575 $2.15M 0.52% -446 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,556 shares; 2025Q1: 58,352 shares; 2025Q2: 53,223 shares; 2025Q3: 46,057 shares; 2025Q4: 41,831 shares 41,831 $2.12M 0.51% -4,226 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,734 shares; 2025Q1: 40,235 shares; 2025Q2: 42,475 shares; 2025Q3: 46,107 shares; 2025Q4: 46,801 shares 46,801 $2.08M 0.5% +694 Timeline SPAB 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: 88,592 shares; 2024Q4: 80,740 shares; 2025Q1: 87,235 shares; 2025Q2: 84,214 shares; 2025Q3: 80,699 shares; 2025Q4: 80,357 shares 80,357 $2.07M 0.5% -342 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,933 shares; 2024Q4: 5,933 shares; 2025Q1: 5,933 shares; 2025Q2: 5,933 shares; 2025Q3: 5,933 shares; 2025Q4: 33,933 shares 33,933 $2.06M 0.49% +28,000 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: 14,267 shares; 2024Q4: 26,214 shares; 2025Q1: 30,504 shares; 2025Q2: 30,614 shares; 2025Q3: 31,824 shares; 2025Q4: 32,763 shares 32,763 $2.05M 0.49% +939 Timeline JPST 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: 40,334 shares; 2024Q4: 38,801 shares; 2025Q1: 42,964 shares; 2025Q2: 43,468 shares; 2025Q3: 42,106 shares; 2025Q4: 39,124 shares 39,124 $1.98M 0.48% -2,982 Timeline SHV 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: 14,668 shares; 2024Q4: 23,319 shares; 2025Q1: 19,736 shares; 2025Q2: 19,693 shares; 2025Q3: 19,240 shares; 2025Q4: 17,503 shares 17,503 $1.93M 0.46% -1,737 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,903 shares; 2025Q1: 25,382 shares; 2025Q2: 39,555 shares; 2025Q3: 48,464 shares; 2025Q4: 67,707 shares 67,707 $1.9M 0.46% +19,243 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: 37,988 shares; 2024Q4: 37,357 shares; 2025Q1: 37,995 shares; 2025Q2: 39,001 shares; 2025Q3: 41,566 shares; 2025Q4: 37,526 shares 37,526 $1.89M 0.45% -4,040 Timeline FTCS 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: 49,157 shares; 2024Q4: 26,411 shares; 2025Q1: 26,296 shares; 2025Q2: 25,903 shares; 2025Q3: 22,381 shares; 2025Q4: 20,314 shares 20,314 $1.88M 0.45% -2,067 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,196 shares; 2024Q4: 8,350 shares; 2025Q1: 8,109 shares; 2025Q2: 7,208 shares; 2025Q3: 7,632 shares; 2025Q4: 7,484 shares 7,484 $1.87M 0.45% -148 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: 32,265 shares; 2024Q4: 32,625 shares; 2025Q1: 32,633 shares; 2025Q2: 25,655 shares; 2025Q3: 23,691 shares; 2025Q4: 22,823 shares 22,823 $1.83M 0.44% -868 Timeline STIP 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: 15,313 shares; 2024Q4: 14,732 shares; 2025Q1: 16,217 shares; 2025Q2: 18,139 shares; 2025Q3: 18,941 shares; 2025Q4: 16,771 shares 16,771 $1.72M 0.41% -2,170 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: 7,868 shares; 2024Q4: 7,945 shares; 2025Q1: 9,773 shares; 2025Q2: 11,133 shares; 2025Q3: 10,916 shares; 2025Q4: 11,121 shares 11,121 $1.69M 0.41% +205 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,244 shares; 2025Q1: 37,101 shares; 2025Q2: 37,628 shares; 2025Q3: 38,690 shares; 2025Q4: 52,303 shares 52,303 $1.66M 0.4% +13,613 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,564 shares; 2024Q4: 2,418 shares; 2025Q1: 3,586 shares; 2025Q2: 4,076 shares; 2025Q3: 5,032 shares; 2025Q4: 15,984 shares 15,984 $1.63M 0.39% +10,952 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: 5,883 shares; 2024Q4: 26,277 shares; 2025Q1: 28,149 shares; 2025Q2: 31,835 shares; 2025Q3: 32,463 shares; 2025Q4: 31,859 shares 31,859 $1.58M 0.38% -604 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: 19,654 shares; 2024Q4: 7,862 shares; 2025Q1: 12,863 shares; 2025Q2: 15,324 shares; 2025Q3: 17,407 shares; 2025Q4: 21,134 shares 21,134 $1.55M 0.37% +3,727 Timeline JMEE 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: 24,469 shares; 2025Q1: 25,639 shares; 2025Q2: 21,297 shares; 2025Q3: 21,851 shares; 2025Q4: 23,063 shares 23,063 $1.48M 0.36% +1,212 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: 2,919 shares; 2024Q4: 2,371 shares; 2025Q1: 2,708 shares; 2025Q2: 2,837 shares; 2025Q3: 2,626 shares; 2025Q4: 2,695 shares 2,695 $1.35M 0.33% +69 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: 2,696 shares; 2024Q4: 2,665 shares; 2025Q1: 2,465 shares; 2025Q2: 2,278 shares; 2025Q3: 2,136 shares; 2025Q4: 2,935 shares 2,935 $1.32M 0.32% +799 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,396 shares; 2024Q4: 6,514 shares; 2025Q1: 6,799 shares; 2025Q2: 4,437 shares; 2025Q3: 4,436 shares; 2025Q4: 4,475 shares 4,475 $1.3M 0.31% +39 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,472 shares; 2024Q4: 15,721 shares; 2025Q1: 16,360 shares; 2025Q2: 17,417 shares; 2025Q3: 20,548 shares; 2025Q4: 20,930 shares 20,930 $1.23M 0.3% +382 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,682 shares 43,682 $1.2M 0.29% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,060 shares; 2024Q4: 18,880 shares; 2025Q1: 17,424 shares; 2025Q2: 12,208 shares; 2025Q3: 12,380 shares; 2025Q4: 11,990 shares 11,990 $1.2M 0.29% -390 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: 15,347 shares; 2024Q4: 19,849 shares; 2025Q1: 22,022 shares; 2025Q2: 34,622 shares; 2025Q3: 35,537 shares; 2025Q4: 41,262 shares 41,262 $1.12M 0.27% +5,725 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: 6,892 shares; 2024Q4: 9,512 shares; 2025Q1: 9,771 shares; 2025Q2: 3,763 shares; 2025Q3: 3,081 shares; 2025Q4: 3,580 shares 3,580 $1.12M 0.27% +499 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: 7,376 shares; 2024Q4: 7,433 shares; 2025Q1: 6,435 shares; 2025Q2: 4,489 shares; 2025Q3: 3,554 shares; 2025Q4: 3,583 shares 3,583 $1.12M 0.27% +29 Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,007 shares; 2025Q1: 31,740 shares; 2025Q2: 31,448 shares; 2025Q3: 35,032 shares; 2025Q4: 37,831 shares 37,831 $1.1M 0.26% +2,799 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,183 shares; 2024Q4: 50,194 shares; 2025Q1: 45,577 shares; 2025Q2: 38,991 shares; 2025Q3: 32,040 shares; 2025Q4: 29,718 shares 29,718 $1.1M 0.26% -2,322 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,456 shares; 2025Q3: 18,106 shares; 2025Q4: 17,471 shares 17,471 $1.06M 0.25% -635 Timeline SPHY 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: 43,933 shares; 2024Q4: 40,748 shares; 2025Q1: 44,233 shares; 2025Q2: 44,059 shares; 2025Q3: 43,478 shares; 2025Q4: 43,358 shares 43,358 $1.03M 0.25% -120 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: 2,532 shares; 2024Q4: 2,817 shares; 2025Q1: 2,936 shares; 2025Q2: 1,671 shares; 2025Q3: 1,413 shares; 2025Q4: 1,547 shares 1,547 $1.02M 0.25% +134 Timeline VBR 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: 6,252 shares; 2024Q4: 4,591 shares; 2025Q1: 4,628 shares; 2025Q2: 5,225 shares; 2025Q3: 5,004 shares; 2025Q4: 4,820 shares 4,820 $1.02M 0.25% -184 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,251 shares; 2024Q4: 25,639 shares; 2025Q1: 27,605 shares; 2025Q2: 27,417 shares; 2025Q3: 26,645 shares; 2025Q4: 26,313 shares 26,313 $1.01M 0.24% -332 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: 7,412 shares; 2024Q4: 5,800 shares; 2025Q1: 5,421 shares; 2025Q2: 4,399 shares; 2025Q3: 4,208 shares; 2025Q4: 4,046 shares 4,046 $996K 0.24% -162 Timeline SEMI COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,650 shares; 2024Q4: 37,224 shares; 2025Q1: 37,224 shares; 2025Q2: 37,224 shares; 2025Q3: 37,224 shares; 2025Q4: 32,506 shares 32,506 $996K 0.24% -4,718 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: 10,036 shares; 2024Q4: 9,251 shares; 2025Q1: 9,651 shares; 2025Q2: 5,726 shares; 2025Q3: 5,412 shares; 2025Q4: 22,253 shares 22,253 $995K 0.24% +16,841 Timeline FTHI 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: 39,386 shares; 2025Q4: 39,411 shares 39,411 $931K 0.22% +25 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: 61,366 shares; 2024Q4: 62,804 shares; 2025Q1: 53,512 shares; 2025Q2: 7,561 shares; 2025Q3: 1,583 shares; 2025Q4: 1,357 shares 1,357 $930K 0.22% -226 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: 7,768 shares; 2024Q4: 8,116 shares; 2025Q1: 11,066 shares; 2025Q2: 6,637 shares; 2025Q3: 6,139 shares; 2025Q4: 7,381 shares 7,381 $888K 0.21% +1,242 Timeline FMF 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: 11,045 shares; 2024Q4: 13,337 shares; 2025Q1: 13,679 shares; 2025Q2: 14,671 shares; 2025Q3: 15,566 shares; 2025Q4: 18,648 shares 18,648 $877K 0.21% +3,082 Timeline XME 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: 11,543 shares; 2024Q4: 12,008 shares; 2025Q1: 11,518 shares; 2025Q2: 10,126 shares; 2025Q3: 10,790 shares; 2025Q4: 8,285 shares 8,285 $858K 0.21% -2,505 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: 11,889 shares; 2024Q4: 5,851 shares; 2025Q1: 6,237 shares; 2025Q2: 6,439 shares; 2025Q3: 6,140 shares; 2025Q4: 6,027 shares 6,027 $850K 0.2% -113 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 2,115 shares; 2025Q1: 2,037 shares; 2025Q2: 1,270 shares; 2025Q3: 1,068 shares; 2025Q4: 960 shares 960 $828K 0.2% -108 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: 6,292 shares; 2024Q4: 6,360 shares; 2025Q1: 8,377 shares; 2025Q2: 8,195 shares; 2025Q3: 13,958 shares; 2025Q4: 13,991 shares 13,991 $813K 0.2% +33 Timeline IEFA 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: 8,593 shares; 2024Q4: 8,592 shares; 2025Q1: 8,589 shares; 2025Q2: 8,847 shares; 2025Q3: 8,819 shares; 2025Q4: 9,068 shares 9,068 $811K 0.19% +249 Timeline HFND 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: 21,224 shares; 2024Q4: 25,046 shares; 2025Q1: 24,121 shares; 2025Q2: 26,288 shares; 2025Q3: 29,103 shares; 2025Q4: 35,067 shares 35,067 $791K 0.19% +5,964 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: 4,753 shares; 2024Q4: 4,746 shares; 2025Q1: 4,730 shares; 2025Q2: 3,854 shares; 2025Q3: 3,702 shares; 2025Q4: 3,770 shares 3,770 $780K 0.19% +68 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,783 shares; 2024Q4: 3,177 shares; 2025Q1: 3,215 shares; 2025Q2: 1,218 shares; 2025Q3: 1,084 shares; 2025Q4: 1,130 shares 1,130 $771K 0.18% +46 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,991 shares; 2024Q4: 7,926 shares; 2025Q1: 7,932 shares; 2025Q2: 7,817 shares; 2025Q3: 7,821 shares; 2025Q4: 7,993 shares 7,993 $770K 0.18% +172 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: 4,264 shares; 2024Q4: 3,122 shares; 2025Q1: 12,751 shares; 2025Q2: 7,263 shares; 2025Q3: 7,263 shares; 2025Q4: 8,117 shares 8,117 $757K 0.18% +854 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: 3,763 shares; 2025Q1: 3,763 shares; 2025Q2: 5,563 shares; 2025Q3: 7,736 shares; 2025Q4: 6,391 shares 6,391 $736K 0.18% -1,345 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,161 shares; 2024Q4: 38,215 shares; 2025Q1: 38,848 shares; 2025Q2: 35,856 shares; 2025Q3: 34,743 shares; 2025Q4: 27,222 shares 27,222 $706K 0.17% -7,521 Timeline IXUS 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: 8,525 shares; 2024Q4: 8,398 shares; 2025Q1: 8,511 shares; 2025Q2: 8,062 shares; 2025Q3: 8,211 shares; 2025Q4: 8,180 shares 8,180 $692K 0.17% -31 Timeline MLPA 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: 11,660 shares; 2024Q4: 11,738 shares; 2025Q1: 11,812 shares; 2025Q2: 19,148 shares; 2025Q3: 15,053 shares; 2025Q4: 14,226 shares 14,226 $689K 0.17% -827 Timeline GNR 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: 8,165 shares; 2024Q4: 13,667 shares; 2025Q1: 12,419 shares; 2025Q2: 10,190 shares; 2025Q3: 10,614 shares; 2025Q4: 10,848 shares 10,848 $674K 0.16% +234 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: not reported; 2025Q1: not reported; 2025Q2: 1,377 shares; 2025Q3: 1,224 shares; 2025Q4: 1,381 shares 1,381 $674K 0.16% +157 Timeline RFFC ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,147 shares; 2024Q4: 11,941 shares; 2025Q1: 10,356 shares; 2025Q2: 10,356 shares; 2025Q3: 9,861 shares; 2025Q4: 9,933 shares 9,933 $666K 0.16% +72 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: 3,401 shares; 2024Q4: 4,648 shares; 2025Q1: 4,641 shares; 2025Q2: 2,058 shares; 2025Q3: 1,815 shares; 2025Q4: 1,879 shares 1,879 $659K 0.16% +64 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,151 shares; 2024Q4: 9,048 shares; 2025Q1: 9,793 shares; 2025Q2: 8,333 shares; 2025Q3: 8,705 shares; 2025Q4: 8,706 shares 8,706 $657K 0.16% +1 Timeline RSBT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,878 shares; 2025Q4: 35,953 shares 35,953 $644K 0.15% +19,075 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: 2,921 shares; 2024Q4: 1,929 shares; 2025Q1: 1,811 shares; 2025Q2: 1,811 shares; 2025Q3: 1,720 shares; 2025Q4: 1,718 shares 1,718 $642K 0.15% -2 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,595 shares; 2025Q3: 17,552 shares; 2025Q4: 17,253 shares 17,253 $628K 0.15% -299 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: 123,952 shares; 2024Q4: 118,177 shares; 2025Q1: 18,992 shares; 2025Q2: 17,015 shares; 2025Q3: 15,466 shares; 2025Q4: 15,689 shares 15,689 $612K 0.15% +223 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,414 shares; 2025Q3: 17,105 shares; 2025Q4: 22,819 shares 22,819 $604K 0.14% +5,714 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: 54,462 shares; 2024Q4: 57,303 shares; 2025Q1: 51,225 shares; 2025Q2: 7,288 shares; 2025Q3: 1,309 shares; 2025Q4: 1,269 shares 1,269 $601K 0.14% -40 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,638 shares; 2024Q4: 8,734 shares; 2025Q1: 8,734 shares; 2025Q2: 8,653 shares; 2025Q3: 8,672 shares; 2025Q4: 18,825 shares 18,825 $592K 0.14% +10,153 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,461 shares; 2024Q4: 46,124 shares; 2025Q1: 48,221 shares; 2025Q2: 56,716 shares; 2025Q3: 55,760 shares; 2025Q4: 54,200 shares 54,200 $581K 0.14% -1,560 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,982 shares; 2025Q1: 19,526 shares; 2025Q2: 19,836 shares; 2025Q3: 21,312 shares; 2025Q4: 20,400 shares 20,400 $581K 0.14% -912 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 3,854 shares; 2025Q1: 4,681 shares; 2025Q2: 6,223 shares; 2025Q3: 7,640 shares; 2025Q4: 5,620 shares 5,620 $562K 0.13% -2,020 Timeline VONG 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: 4,263 shares; 2024Q4: 4,081 shares; 2025Q1: 3,986 shares; 2025Q2: 3,489 shares; 2025Q3: 3,477 shares; 2025Q4: 4,476 shares 4,476 $545K 0.13% +999 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: 861 shares; 2024Q4: 798 shares; 2025Q1: 789 shares; 2025Q2: 669 shares; 2025Q3: 670 shares; 2025Q4: 670 shares 670 $505K 0.12% 0 Timeline FRDM 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: not reported; 2025Q3: not reported; 2025Q4: 9,760 shares 9,760 $500K 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: 6,027 shares; 2024Q4: 6,185 shares; 2025Q1: 6,206 shares; 2025Q2: 4,361 shares; 2025Q3: 3,844 shares; 2025Q4: 3,439 shares 3,439 $493K 0.12% -405 Timeline USG USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,533 shares; 2024Q4: 10,578 shares; 2025Q1: 12,206 shares; 2025Q2: 13,372 shares; 2025Q3: 13,287 shares; 2025Q4: 13,878 shares 13,878 $482K 0.12% +591 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,242 shares; 2024Q4: 17,894 shares; 2025Q1: 11,729 shares; 2025Q2: 12,183 shares; 2025Q3: 12,592 shares; 2025Q4: 10,512 shares 10,512 $481K 0.12% -2,080 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,861 shares; 2024Q4: 6,861 shares; 2025Q1: 6,755 shares; 2025Q2: 6,533 shares; 2025Q3: 6,759 shares; 2025Q4: 6,732 shares 6,732 $481K 0.12% -27 Timeline LMND LEMONADE INC More: the full row for LEMONADE 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: 3,800 shares; 2025Q4: 6,700 shares 6,700 $477K 0.11% +2,900 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,699 shares; 2024Q4: 2,697 shares; 2025Q1: 2,634 shares; 2025Q2: 2,389 shares; 2025Q3: 2,376 shares; 2025Q4: 2,376 shares 2,376 $472K 0.11% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,847 shares; 2024Q4: not reported; 2025Q1: 5,898 shares; 2025Q2: not reported; 2025Q3: 7,050 shares; 2025Q4: 9,074 shares 9,074 $462K 0.11% +2,024 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: 9,037 shares; 2024Q4: 11,983 shares; 2025Q1: 14,191 shares; 2025Q2: 4,827 shares; 2025Q3: 4,027 shares; 2025Q4: 4,097 shares 4,097 $456K 0.11% +70 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: 7,965 shares; 2024Q4: 8,933 shares; 2025Q1: 7,830 shares; 2025Q2: 2,543 shares; 2025Q3: 1,544 shares; 2025Q4: 1,288 shares 1,288 $446K 0.11% -256 Timeline IMCG 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: 8,235 shares; 2024Q4: 7,488 shares; 2025Q1: 7,268 shares; 2025Q2: 6,058 shares; 2025Q3: 5,508 shares; 2025Q4: 5,496 shares 5,496 $439K 0.11% -12 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,586 shares 7,586 $437K 0.1% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,459 shares; 2024Q4: 18,022 shares; 2025Q1: 16,171 shares; 2025Q2: 19,873 shares; 2025Q3: 19,490 shares; 2025Q4: 18,766 shares 18,766 $420K 0.1% -724 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES 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: 10,337 shares; 2025Q4: 10,337 shares 10,337 $417K 0.1% 0 Timeline EFG 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: 4,258 shares; 2024Q4: 4,261 shares; 2025Q1: 4,000 shares; 2025Q2: 3,667 shares; 2025Q3: 3,621 shares; 2025Q4: 3,622 shares 3,622 $413K 0.1% +1 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: 12,485 shares; 2024Q4: 12,485 shares; 2025Q1: 12,485 shares; 2025Q2: 15,710 shares; 2025Q3: 15,710 shares; 2025Q4: 15,710 shares 15,710 $411K 0.1% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,659 shares; 2024Q4: 6,389 shares; 2025Q1: 8,677 shares; 2025Q2: 7,533 shares; 2025Q3: 7,388 shares; 2025Q4: 6,208 shares 6,208 $410K 0.1% -1,180 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 3,078 shares; 2025Q1: 3,073 shares; 2025Q2: 3,074 shares; 2025Q3: 3,077 shares; 2025Q4: 3,075 shares 3,075 $410K 0.1% -2 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,718 shares; 2024Q4: 7,820 shares; 2025Q1: 7,258 shares; 2025Q2: 7,255 shares; 2025Q3: 7,287 shares; 2025Q4: 7,005 shares 7,005 $400K 0.1% -282 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN 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: 6,000 shares 6,000 $398K 0.1% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,914 shares; 2024Q4: 10,387 shares; 2025Q1: 9,675 shares; 2025Q2: 10,727 shares; 2025Q3: 12,078 shares; 2025Q4: 12,280 shares 12,280 $394K 0.09% +202 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: not reported; 2024Q4: not reported; 2025Q1: 29,417 shares; 2025Q2: 27,357 shares; 2025Q3: 16,013 shares; 2025Q4: 11,479 shares 11,479 $393K 0.09% -4,534 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,143 shares; 2024Q4: 8,170 shares; 2025Q1: 8,194 shares; 2025Q2: 8,218 shares; 2025Q3: 8,242 shares; 2025Q4: 8,324 shares 8,324 $384K 0.09% +82 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,541 shares; 2025Q4: 7,411 shares 7,411 $380K 0.09% -130 Timeline SCHZ 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: 10,804 shares; 2024Q4: 18,422 shares; 2025Q1: 18,422 shares; 2025Q2: 16,252 shares; 2025Q3: 16,252 shares; 2025Q4: 16,252 shares 16,252 $380K 0.09% 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: 2,196 shares; 2024Q4: 2,170 shares; 2025Q1: 3,022 shares; 2025Q2: 1,430 shares; 2025Q3: 1,105 shares; 2025Q4: 1,161 shares 1,161 $374K 0.09% +56 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,750 shares; 2024Q4: 13,165 shares; 2025Q1: 11,417 shares; 2025Q2: 11,301 shares; 2025Q3: 10,205 shares; 2025Q4: 10,920 shares 10,920 $373K 0.09% +715 Timeline IWY 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: 1,681 shares; 2024Q4: 1,682 shares; 2025Q1: 1,639 shares; 2025Q2: 1,343 shares; 2025Q3: 1,342 shares; 2025Q4: 1,338 shares 1,338 $371K 0.09% -4 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: 15,416 shares; 2024Q4: 14,358 shares; 2025Q1: 6,800 shares; 2025Q2: 5,248 shares; 2025Q3: 5,030 shares; 2025Q4: 4,985 shares 4,985 $369K 0.09% -45 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: 4,660 shares; 2024Q4: 2,366 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,648 shares 1,648 $353K 0.08% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,978 shares; 2024Q4: 6,798 shares; 2025Q1: 7,804 shares; 2025Q2: 3,742 shares; 2025Q3: 3,742 shares; 2025Q4: 3,663 shares 3,663 $345K 0.08% -79 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,228 shares; 2024Q4: 4,690 shares; 2025Q1: 4,385 shares; 2025Q2: 4,385 shares; 2025Q3: 4,151 shares; 2025Q4: 4,147 shares 4,147 $342K 0.08% -4 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: 6,778 shares; 2024Q4: 6,533 shares; 2025Q1: 14,083 shares; 2025Q2: 9,463 shares; 2025Q3: 6,147 shares; 2025Q4: 6,193 shares 6,193 $341K 0.08% +46 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,680 shares; 2024Q4: 10,429 shares; 2025Q1: 11,081 shares; 2025Q2: 11,025 shares; 2025Q3: 10,754 shares; 2025Q4: 10,729 shares 10,729 $337K 0.08% -25 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR 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: 1,278 shares 1,278 $327K 0.08% new 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: 13,827 shares; 2024Q4: 13,780 shares; 2025Q1: 13,122 shares; 2025Q2: 4,069 shares; 2025Q3: 2,620 shares; 2025Q4: 2,620 shares 2,620 $323K 0.08% 0 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,130 shares; 2025Q3: 6,173 shares; 2025Q4: 6,226 shares 6,226 $312K 0.07% +53 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: 4,220 shares; 2024Q4: 3,906 shares; 2025Q1: 4,958 shares; 2025Q2: 3,201 shares; 2025Q3: 3,110 shares; 2025Q4: 2,589 shares 2,589 $311K 0.07% -521 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,630 shares; 2024Q4: 5,635 shares; 2025Q1: 5,267 shares; 2025Q2: 4,028 shares; 2025Q3: 3,794 shares; 2025Q4: 3,991 shares 3,991 $307K 0.07% +197 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,935 shares; 2024Q4: 13,316 shares; 2025Q1: 11,506 shares; 2025Q2: 13,619 shares; 2025Q3: 15,035 shares; 2025Q4: 18,065 shares 18,065 $298K 0.07% +3,030 Timeline GCC 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: 26,038 shares; 2024Q4: 16,650 shares; 2025Q1: 15,467 shares; 2025Q2: 13,887 shares; 2025Q3: 13,768 shares; 2025Q4: 13,953 shares 13,953 $295K 0.07% +185 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: 13,048 shares; 2024Q4: 12,143 shares; 2025Q1: 13,121 shares; 2025Q2: 13,115 shares; 2025Q3: 12,853 shares; 2025Q4: 12,527 shares 12,527 $293K 0.07% -326 Timeline SMOT 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: 8,570 shares; 2025Q3: 8,570 shares; 2025Q4: 8,101 shares 8,101 $293K 0.07% -469 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: 1,426 shares; 2025Q2: 1,345 shares; 2025Q3: 1,345 shares; 2025Q4: 1,346 shares 1,346 $283K 0.07% +1 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: not reported; 2025Q4: 973 shares 973 $278K 0.07% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 1,615 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,862 shares 1,862 $277K 0.07% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 913 shares; 2025Q1: 1,251 shares; 2025Q2: 441 shares; 2025Q3: 262 shares; 2025Q4: 256 shares 256 $275K 0.07% -6 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: 16,750 shares 16,750 $275K 0.07% new 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: 510 shares; 2024Q4: 510 shares; 2025Q1: 434 shares; 2025Q2: 435 shares; 2025Q3: 436 shares; 2025Q4: 447 shares 447 $270K 0.06% +11 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: not reported; 2024Q4: 1,831 shares; 2025Q1: 2,375 shares; 2025Q2: 553 shares; 2025Q3: 464 shares; 2025Q4: 467 shares 467 $268K 0.06% +3 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,547 shares; 2024Q4: 8,510 shares; 2025Q1: 8,438 shares; 2025Q2: 8,946 shares; 2025Q3: 8,018 shares; 2025Q4: 4,838 shares 4,838 $266K 0.06% -3,180 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: not reported; 2025Q1: 820 shares; 2025Q2: 892 shares; 2025Q3: 892 shares; 2025Q4: 891 shares 891 $264K 0.06% -1 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,766 shares; 2024Q4: 5,798 shares; 2025Q1: 5,770 shares; 2025Q2: 5,570 shares; 2025Q3: 6,834 shares; 2025Q4: 5,723 shares 5,723 $263K 0.06% -1,111 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,896 shares; 2024Q4: 1,174 shares; 2025Q1: 2,199 shares; 2025Q2: 1,230 shares; 2025Q3: 969 shares; 2025Q4: 969 shares 969 $257K 0.06% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 572 shares; 2025Q1: 499 shares; 2025Q2: 448 shares; 2025Q3: 557 shares; 2025Q4: 549 shares 549 $256K 0.06% -8 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: not reported; 2025Q1: not reported; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,160 shares 1,160 $252K 0.06% +33 Timeline EMCB 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: 3,678 shares; 2025Q4: 3,779 shares 3,779 $251K 0.06% +101 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 794 shares; 2025Q1: 722 shares; 2025Q2: 991 shares; 2025Q3: 964 shares; 2025Q4: 969 shares 969 $249K 0.06% +5 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,113 shares; 2024Q4: 5,194 shares; 2025Q1: 5,201 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,217 shares 5,217 $245K 0.06% new 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: 3,764 shares; 2024Q4: 2,131 shares; 2025Q1: 2,705 shares; 2025Q2: 2,253 shares; 2025Q3: 2,248 shares; 2025Q4: 2,150 shares 2,150 $245K 0.06% -98 Timeline XMMO 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: 3,238 shares; 2025Q1: 12,744 shares; 2025Q2: 3,213 shares; 2025Q3: 1,832 shares; 2025Q4: 1,766 shares 1,766 $245K 0.06% -66 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,774 shares; 2024Q4: 6,774 shares; 2025Q1: 5,896 shares; 2025Q2: 5,214 shares; 2025Q3: 5,214 shares; 2025Q4: 5,214 shares 5,214 $243K 0.06% 0 Timeline REIT ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,347 shares; 2024Q4: 9,113 shares; 2025Q1: 9,191 shares; 2025Q2: 9,192 shares; 2025Q3: 9,080 shares; 2025Q4: 9,054 shares 9,054 $238K 0.06% -26 Timeline IBTA IBOTTA INC More: the full row for IBOTTA 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: 10,410 shares; 2025Q3: 10,410 shares; 2025Q4: 10,410 shares 10,410 $237K 0.06% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 565 shares; 2025Q1: 453 shares; 2025Q2: 316 shares; 2025Q3: 382 shares; 2025Q4: 356 shares 356 $236K 0.06% -26 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 3,615 shares; 2025Q1: 8,539 shares; 2025Q2: 3,615 shares; 2025Q3: 3,615 shares; 2025Q4: 3,615 shares 3,615 $235K 0.06% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,642 shares; 2025Q4: 1,706 shares 1,706 $226K 0.05% +64 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,881 shares; 2025Q1: 21,881 shares; 2025Q2: 11,631 shares; 2025Q3: 11,631 shares; 2025Q4: 11,631 shares 11,631 $223K 0.05% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,700 shares; 2025Q4: 3,715 shares 3,715 $221K 0.05% +15 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,144 shares 4,144 $221K 0.05% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046,658 shares; 2024Q4: 964,442 shares; 2025Q1: 368,417 shares; 2025Q2: 41,477 shares; 2025Q3: 6,429 shares; 2025Q4: 4,733 shares 4,733 $218K 0.05% -1,696 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,087 shares; 2025Q4: 3,214 shares 3,214 $216K 0.05% +127 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: 5,626 shares; 2024Q4: not reported; 2025Q1: 4,485 shares; 2025Q2: not reported; 2025Q3: 5,055 shares; 2025Q4: 5,300 shares 5,300 $216K 0.05% +245 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: not reported; 2024Q4: 794 shares; 2025Q1: 806 shares; 2025Q2: 294 shares; 2025Q3: 220 shares; 2025Q4: 2,240 shares 2,240 $210K 0.05% +2,020 Timeline NTSE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,957 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,533 shares 5,533 $209K 0.05% new Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,495 shares; 2025Q4: 7,014 shares 7,014 $208K 0.05% -1,481 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,972 shares; 2024Q4: 1,973 shares; 2025Q1: 2,228 shares; 2025Q2: not reported; 2025Q3: 939 shares; 2025Q4: 942 shares 942 $207K 0.05% +3 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP 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: 11,065 shares; 2025Q4: 13,089 shares 13,089 $192K 0.05% +2,024 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION 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: 22,708 shares 22,708 $177K 0.04% new Timeline UPAR 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: 10,983 shares 10,983 $170K 0.04% new Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,968 shares; 2024Q4: 16,169 shares; 2025Q1: 16,469 shares; 2025Q2: 12,059 shares; 2025Q3: 13,477 shares; 2025Q4: 11,609 shares 11,609 $165K 0.04% -1,868 Timeline PESI PERMA-FIX ENVIRONMENTAL SVCS More: the full row for PERMA-FIX ENVIRONMENTAL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,121 shares; 2024Q4: 14,908 shares; 2025Q1: 15,369 shares; 2025Q2: 16,309 shares; 2025Q3: 15,323 shares; 2025Q4: 12,635 shares 12,635 $159K 0.04% -2,688 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL 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: 12,499 shares 12,499 $136K 0.03% new Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,900 shares; 2024Q4: 10,900 shares; 2025Q1: 10,900 shares; 2025Q2: 10,900 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares 11,500 $136K 0.03% 0 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR 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: 10,839 shares; 2025Q3: 12,545 shares; 2025Q4: 13,578 shares 13,578 $78.2K 0.02% +1,033 Timeline STIM NEURONETICS INC More: the full row for NEURONETICS 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: 14,765 shares; 2025Q3: 14,343 shares; 2025Q4: 19,843 shares 19,843 $27.4K 0.01% +5,500 Timeline ENVVENO MEDICAL CORPORATION ENVVENO MEDICAL CORPORATION More: the full row for ENVVENO MEDICAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,225 shares; 2024Q4: 35,706 shares; 2025Q1: 39,399 shares; 2025Q2: 40,049 shares; 2025Q3: 37,449 shares; 2025Q4: 32,717 shares 32,717 $10.5K <0.01% -4,732