BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 994 shares; 2025Q1: 1,379 shares; 2025Q2: 1,073 shares; 2025Q3: 1,002 shares; 2025Q4: 987 shares 987 $1.06M 0.01% -15 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL 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: 16,190 shares; 2025Q3: 16,288 shares; 2025Q4: 16,401 shares 16,401 $1.03M 0.01% +113 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,941 shares; 2024Q4: 41,957 shares; 2025Q1: 41,800 shares; 2025Q2: 45,336 shares; 2025Q3: 34,386 shares; 2025Q4: 34,452 shares 34,452 $1.03M 0.01% +66 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,342 shares; 2025Q4: 12,285 shares 12,285 $1.03M 0.01% +6,943 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,923 shares; 2025Q2: 32,365 shares; 2025Q3: 39,151 shares; 2025Q4: 43,420 shares 43,420 $1.03M 0.01% +4,269 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,647 shares; 2024Q4: 7,453 shares; 2025Q1: 6,174 shares; 2025Q2: 5,955 shares; 2025Q3: 5,981 shares; 2025Q4: 7,252 shares 7,252 $1.02M 0.01% +1,271 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: 4,968 shares; 2024Q4: 8,174 shares; 2025Q1: 5,007 shares; 2025Q2: 5,074 shares; 2025Q3: 10,620 shares; 2025Q4: 20,257 shares 20,257 $1.02M 0.01% +9,637 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,156 shares; 2024Q4: 91,953 shares; 2025Q1: 94,247 shares; 2025Q2: 103,501 shares; 2025Q3: 74,530 shares; 2025Q4: 77,531 shares 77,531 $1.02M 0.01% +3,001 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 2,800 shares; 2025Q1: 2,571 shares; 2025Q2: 1,657 shares; 2025Q3: 3,259 shares; 2025Q4: 3,366 shares 3,366 $1.02M 0.01% +107 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,331 shares; 2025Q2: 17,177 shares; 2025Q3: 27,030 shares; 2025Q4: 22,161 shares 22,161 $1.01M 0.01% -4,869 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,344 shares; 2024Q4: 147,263 shares; 2025Q1: 144,893 shares; 2025Q2: 156,512 shares; 2025Q3: 157,037 shares; 2025Q4: 25,689 shares 25,689 $1M 0.01% -131,348 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,348 shares; 2025Q3: 18,249 shares; 2025Q4: 18,180 shares 18,180 $997K 0.01% -69 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,137 shares; 2024Q4: 5,176 shares; 2025Q1: 4,107 shares; 2025Q2: 3,499 shares; 2025Q3: 2,684 shares; 2025Q4: 2,843 shares 2,843 $997K 0.01% +159 Timeline FIXD 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: 54,558 shares; 2024Q4: 38,188 shares; 2025Q1: 26,478 shares; 2025Q2: 26,403 shares; 2025Q3: 26,366 shares; 2025Q4: 22,482 shares 22,482 $996K 0.01% -3,884 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,783 shares; 2024Q4: 5,995 shares; 2025Q1: 7,880 shares; 2025Q2: 7,600 shares; 2025Q3: 9,188 shares; 2025Q4: 9,022 shares 9,022 $995K 0.01% -166 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: 5,432 shares; 2025Q1: 5,433 shares; 2025Q2: 5,432 shares; 2025Q3: 5,432 shares; 2025Q4: 5,432 shares 5,432 $993K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,302 shares; 2024Q4: 8,994 shares; 2025Q1: 9,034 shares; 2025Q2: 8,698 shares; 2025Q3: 9,485 shares; 2025Q4: 8,546 shares 8,546 $992K 0.01% -939 Timeline IWC 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: 5,215 shares; 2025Q3: 6,021 shares; 2025Q4: 6,286 shares 6,286 $991K 0.01% +265 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,318 shares; 2025Q3: 25,443 shares; 2025Q4: 25,287 shares 25,287 $989K 0.01% -156 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,416 shares; 2025Q3: 121,134 shares; 2025Q4: 124,134 shares 124,134 $979K 0.01% +3,000 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,423 shares; 2024Q4: 111,917 shares; 2025Q1: 105,072 shares; 2025Q2: 37,622 shares; 2025Q3: 91,510 shares; 2025Q4: 108,899 shares 108,899 $978K 0.01% +17,389 Timeline QQEW 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: 12,561 shares; 2024Q4: 12,260 shares; 2025Q1: 8,170 shares; 2025Q2: 7,813 shares; 2025Q3: 7,280 shares; 2025Q4: 6,774 shares 6,774 $963K 0.01% -506 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,067 shares; 2025Q3: 17,024 shares; 2025Q4: 18,554 shares 18,554 $957K 0.01% +1,530 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,853 shares; 2024Q4: 118,998 shares; 2025Q1: 74,963 shares; 2025Q2: 76,044 shares; 2025Q3: 39,228 shares; 2025Q4: 38,389 shares 38,389 $956K 0.01% -839 Timeline TAXF 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: 5,522 shares; 2024Q4: 5,404 shares; 2025Q1: 6,204 shares; 2025Q2: 9,171 shares; 2025Q3: 10,703 shares; 2025Q4: 18,835 shares 18,835 $949K 0.01% +8,132 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,536 shares; 2024Q4: 31,271 shares; 2025Q1: 59,612 shares; 2025Q2: 16,065 shares; 2025Q3: 20,041 shares; 2025Q4: 19,143 shares 19,143 $947K 0.01% -898 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,024 shares; 2024Q4: 14,834 shares; 2025Q1: 13,010 shares; 2025Q2: 13,010 shares; 2025Q3: 13,015 shares; 2025Q4: 13,026 shares 13,026 $940K 0.01% +11 Timeline PVI 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: 11,253 shares; 2024Q4: 9,874 shares; 2025Q1: 12,417 shares; 2025Q2: 18,131 shares; 2025Q3: 21,218 shares; 2025Q4: 37,710 shares 37,710 $940K 0.01% +16,492 Timeline XDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,091 shares; 2025Q4: 22,454 shares 22,454 $935K 0.01% +10,363 Timeline IYZ 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: 28,750 shares; 2025Q3: 27,736 shares; 2025Q4: 27,564 shares 27,564 $934K 0.01% -172 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,240 shares; 2025Q1: 21,849 shares; 2025Q2: 6,294 shares; 2025Q3: 17,017 shares; 2025Q4: 23,685 shares 23,685 $932K 0.01% +6,668 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,928 shares; 2024Q4: 40,448 shares; 2025Q1: 38,967 shares; 2025Q2: 26,447 shares; 2025Q3: 35,570 shares; 2025Q4: 38,173 shares 38,173 $930K 0.01% +2,603 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: 17,424 shares; 2024Q4: 17,475 shares; 2025Q1: 21,700 shares; 2025Q2: 26,924 shares; 2025Q3: 28,111 shares; 2025Q4: 34,913 shares 34,913 $914K 0.01% +6,802 Timeline XYLD 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: 17,747 shares; 2024Q4: 22,993 shares; 2025Q1: 25,554 shares; 2025Q2: 26,315 shares; 2025Q3: 22,513 shares; 2025Q4: 22,440 shares 22,440 $912K 0.01% -73 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,710 shares; 2025Q1: 12,246 shares; 2025Q2: 13,902 shares; 2025Q3: 21,150 shares; 2025Q4: 26,225 shares 26,225 $909K 0.01% +5,075 Timeline FTGS 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: 42,243 shares; 2025Q1: 28,153 shares; 2025Q2: 26,218 shares; 2025Q3: 26,025 shares; 2025Q4: 25,698 shares 25,698 $908K 0.01% -327 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: not reported; 2024Q4: 10,074 shares; 2025Q1: 15,100 shares; 2025Q2: 60,836 shares; 2025Q3: 60,215 shares; 2025Q4: 8,807 shares 8,807 $902K 0.01% -51,408 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,654 shares; 2024Q4: 11,650 shares; 2025Q1: 15,569 shares; 2025Q2: 18,165 shares; 2025Q3: 16,939 shares; 2025Q4: 17,165 shares 17,165 $899K 0.01% +226 Timeline LTBR LIGHTBRIDGE CORP More: the full row for LIGHTBRIDGE 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: 70,384 shares 70,384 $890K 0.01% new Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,628 shares; 2025Q4: 22,996 shares 22,996 $889K 0.01% -64,632 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: 16,678 shares; 2024Q4: 68,760 shares; 2025Q1: 10,045 shares; 2025Q2: 9,286 shares; 2025Q3: 8,253 shares; 2025Q4: 15,340 shares 15,340 $888K 0.01% +7,087 Timeline NNN NNN REIT INC More: the full row for NNN REIT 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: 6,249 shares; 2025Q4: 22,395 shares 22,395 $888K 0.01% +16,146 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,580 shares; 2025Q4: 32,603 shares 32,603 $885K 0.01% +12,023 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,781 shares; 2024Q4: 4,541 shares; 2025Q1: 3,734 shares; 2025Q2: 2,653 shares; 2025Q3: 2,622 shares; 2025Q4: 2,807 shares 2,807 $884K 0.01% +185 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,533 shares; 2025Q3: 15,298 shares; 2025Q4: 22,065 shares 22,065 $881K 0.01% +6,767 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,473 shares; 2024Q4: 7,196 shares; 2025Q1: 7,036 shares; 2025Q2: 7,196 shares; 2025Q3: 5,595 shares; 2025Q4: 5,062 shares 5,062 $878K 0.01% -533 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 2,388 shares; 2025Q1: 2,529 shares; 2025Q2: 2,711 shares; 2025Q3: 3,125 shares; 2025Q4: 2,608 shares 2,608 $878K 0.01% -517 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,122 shares; 2025Q3: 41,846 shares; 2025Q4: 40,126 shares 40,126 $872K 0.01% -1,720 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,608 shares; 2024Q4: 12,767 shares; 2025Q1: 12,898 shares; 2025Q2: 10,574 shares; 2025Q3: 18,309 shares; 2025Q4: 17,409 shares 17,409 $871K 0.01% -900 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,822 shares; 2025Q2: 14,883 shares; 2025Q3: 15,437 shares; 2025Q4: 18,564 shares 18,564 $869K 0.01% +3,127 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 37,432 shares; 2025Q1: 22,917 shares; 2025Q2: 5,626 shares; 2025Q3: 6,219 shares; 2025Q4: 5,418 shares 5,418 $867K 0.01% -801 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 1,513 shares; 2025Q1: 1,100 shares; 2025Q2: 1,269 shares; 2025Q3: 1,231 shares; 2025Q4: 1,487 shares 1,487 $862K 0.01% +256 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,980 shares; 2025Q3: 14,819 shares; 2025Q4: 14,877 shares 14,877 $862K 0.01% +58 Timeline JNK 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: 2,580 shares; 2025Q2: 5,567 shares; 2025Q3: 8,767 shares; 2025Q4: 8,852 shares 8,852 $861K 0.01% +85 Timeline BSJS 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: 12,403 shares; 2024Q4: 12,120 shares; 2025Q1: 11,203 shares; 2025Q2: 27,282 shares; 2025Q3: 33,903 shares; 2025Q4: 39,022 shares 39,022 $858K 0.01% +5,119 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,074 shares 13,074 $851K 0.01% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,840 shares 16,840 $851K 0.01% new Timeline IDU 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: 7,324 shares; 2025Q4: 7,844 shares 7,844 $850K 0.01% +520 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,719 shares; 2025Q4: 145,568 shares 145,568 $849K 0.01% +53,849 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,854 shares; 2025Q4: 22,665 shares 22,665 $848K 0.01% +11,811 Timeline IDX 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: 51,344 shares 51,344 $848K 0.01% new Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK 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: 83,641 shares 83,641 $846K 0.01% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: 2,997 shares; 2025Q1: 2,791 shares; 2025Q2: 2,651 shares; 2025Q3: 2,759 shares; 2025Q4: 3,649 shares 3,649 $844K 0.01% +890 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: 9,223 shares; 2024Q4: 8,396 shares; 2025Q1: 9,204 shares; 2025Q2: 10,680 shares; 2025Q3: 8,737 shares; 2025Q4: 8,743 shares 8,743 $842K 0.01% +6 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,675 shares; 2025Q4: 22,025 shares 22,025 $838K 0.01% +10,350 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: 31,071 shares; 2024Q4: 31,928 shares; 2025Q1: 29,972 shares; 2025Q2: 26,478 shares; 2025Q3: 20,230 shares; 2025Q4: 22,709 shares 22,709 $838K 0.01% +2,479 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS 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: 19,139 shares 19,139 $836K 0.01% new 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: 2,487 shares; 2024Q4: 2,473 shares; 2025Q1: 2,694 shares; 2025Q2: 3,118 shares; 2025Q3: 3,180 shares; 2025Q4: 2,983 shares 2,983 $832K 0.01% -197 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,235 shares; 2024Q4: 6,099 shares; 2025Q1: 6,592 shares; 2025Q2: 7,390 shares; 2025Q3: 6,871 shares; 2025Q4: 7,339 shares 7,339 $828K 0.01% +468 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,284 shares 3,284 $825K 0.01% new Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,621 shares; 2025Q4: 56,464 shares 56,464 $821K 0.01% -44,157 Timeline DBEF DBX ETF TR More: the full row for DBX 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: 10,867 shares; 2025Q4: 16,654 shares 16,654 $801K 0.01% +5,787 Timeline XDQQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,645 shares; 2025Q4: 20,257 shares 20,257 $801K 0.01% +8,612 Timeline LABU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,617 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares 5,000 $797K 0.01% new Timeline SPHQ 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: 46,047 shares; 2024Q4: 22,466 shares; 2025Q1: 230,626 shares; 2025Q2: 13,141 shares; 2025Q3: 9,870 shares; 2025Q4: 10,511 shares 10,511 $789K 0.01% +641 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 391 shares; 2025Q1: 286 shares; 2025Q2: 213 shares; 2025Q3: 177 shares; 2025Q4: 147 shares 147 $788K 0.01% -30 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 589 shares; 2025Q1: 708 shares; 2025Q2: 778 shares; 2025Q3: 990 shares; 2025Q4: 5,140 shares 5,140 $787K 0.01% +4,150 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 58,000 shares; 2025Q2: 17,500 shares; 2025Q3: 17,000 shares; 2025Q4: 80,500 shares 80,500 $786K 0.01% +63,500 Timeline IEO 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: 8,755 shares 8,755 $781K 0.01% new 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: 5,037 shares; 2024Q4: 4,882 shares; 2025Q1: 4,847 shares; 2025Q2: 4,883 shares; 2025Q3: 7,961 shares; 2025Q4: 12,917 shares 12,917 $769K 0.01% +4,956 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,386 shares; 2024Q4: 15,379 shares; 2025Q1: 13,529 shares; 2025Q2: 14,647 shares; 2025Q3: 13,918 shares; 2025Q4: 14,214 shares 14,214 $758K 0.01% +296 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 2,321 shares; 2025Q1: 2,284 shares; 2025Q2: 2,403 shares; 2025Q3: 2,265 shares; 2025Q4: 3,287 shares 3,287 $752K 0.01% +1,022 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,267 shares; 2024Q4: 10,053 shares; 2025Q1: 10,002 shares; 2025Q2: 10,076 shares; 2025Q3: 9,595 shares; 2025Q4: 10,203 shares 10,203 $752K 0.01% +608 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 2,931 shares; 2025Q1: 3,256 shares; 2025Q2: 3,258 shares; 2025Q3: 7,179 shares; 2025Q4: 7,523 shares 7,523 $751K 0.01% +344 Timeline IBHF 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: 32,536 shares 32,536 $751K 0.01% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,415 shares; 2024Q4: 14,743 shares; 2025Q1: 15,336 shares; 2025Q2: 15,350 shares; 2025Q3: 16,283 shares; 2025Q4: 17,567 shares 17,567 $750K 0.01% +1,284 Timeline VIGI 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: 2,564 shares; 2025Q2: 2,527 shares; 2025Q3: 4,214 shares; 2025Q4: 8,200 shares 8,200 $750K 0.01% +3,986 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,058 shares; 2025Q4: 20,460 shares 20,460 $748K 0.01% +7,402 Timeline FICS 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: 12,863 shares; 2025Q4: 18,479 shares 18,479 $741K 0.01% +5,616 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: 168,436 shares; 2024Q4: 216,405 shares; 2025Q1: 162,319 shares; 2025Q2: 163,585 shares; 2025Q3: 5,354 shares; 2025Q4: 5,348 shares 5,348 $740K 0.01% -6 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 56,906 shares; 2025Q4: 45,185 shares 45,185 $737K 0.01% -11,721 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,649 shares; 2024Q4: 13,185 shares; 2025Q1: 12,532 shares; 2025Q2: 12,475 shares; 2025Q3: 8,997 shares; 2025Q4: 8,961 shares 8,961 $737K 0.01% -36 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,008 shares; 2025Q1: 36,733 shares; 2025Q2: 45,069 shares; 2025Q3: 45,121 shares; 2025Q4: 36,471 shares 36,471 $732K 0.01% -8,650 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $729K 0.01% 0 Timeline FDL 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: 71,873 shares; 2024Q4: 70,749 shares; 2025Q1: 15,083 shares; 2025Q2: 15,839 shares; 2025Q3: 15,696 shares; 2025Q4: 16,354 shares 16,354 $725K 0.01% +658 Timeline RDVI 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: 67,458 shares; 2024Q4: 66,937 shares; 2025Q1: 62,499 shares; 2025Q2: 17,081 shares; 2025Q3: 16,858 shares; 2025Q4: 27,615 shares 27,615 $725K 0.01% +10,757 Timeline ALTL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,691 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,697 shares 16,697 $717K 0.01% new Timeline MAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,538 shares; 2025Q4: 25,417 shares 25,417 $717K 0.01% +9,879 Timeline BSCQ 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: 33,110 shares; 2024Q4: 32,357 shares; 2025Q1: 32,837 shares; 2025Q2: 33,051 shares; 2025Q3: 32,326 shares; 2025Q4: 36,352 shares 36,352 $712K 0.01% +4,026 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,559 shares; 2024Q4: 6,649 shares; 2025Q1: 6,756 shares; 2025Q2: 6,679 shares; 2025Q3: 6,846 shares; 2025Q4: 8,910 shares 8,910 $710K 0.01% +2,064 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 7,522 shares 7,522 $708K 0.01% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,804 shares; 2024Q4: 5,314 shares; 2025Q1: 5,110 shares; 2025Q2: 5,269 shares; 2025Q3: 6,970 shares; 2025Q4: 11,108 shares 11,108 $708K 0.01% +4,138 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,169 shares 1,169 $707K 0.01% new 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: 13,692 shares; 2024Q4: 14,508 shares; 2025Q1: 14,462 shares; 2025Q2: 66,198 shares; 2025Q3: 7,354 shares; 2025Q4: 13,384 shares 13,384 $706K 0.01% +6,030 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,967 shares; 2025Q1: 2,162 shares; 2025Q2: 2,115 shares; 2025Q3: 2,163 shares; 2025Q4: 1,998 shares 1,998 $702K 0.01% -165 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,821 shares; 2024Q4: 4,885 shares; 2025Q1: 4,474 shares; 2025Q2: 4,270 shares; 2025Q3: 8,728 shares; 2025Q4: 13,955 shares 13,955 $701K 0.01% +5,227 Timeline STXD 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: 18,813 shares 18,813 $697K 0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 608 shares; 2025Q1: 738 shares; 2025Q2: 819 shares; 2025Q3: 1,143 shares; 2025Q4: 1,221 shares 1,221 $693K 0.01% +78 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 716 shares; 2025Q1: 817 shares; 2025Q2: 837 shares; 2025Q3: 946 shares; 2025Q4: 852 shares 852 $689K 0.01% -94 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,109 shares; 2025Q3: 6,843 shares; 2025Q4: 13,695 shares 13,695 $685K 0.01% +6,852 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,302 shares; 2025Q4: 18,443 shares 18,443 $678K 0.01% +7,141 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: 9,550 shares; 2024Q4: 8,456 shares; 2025Q1: 8,024 shares; 2025Q2: 7,373 shares; 2025Q3: 8,802 shares; 2025Q4: 8,707 shares 8,707 $670K 0.01% -95 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,181 shares 45,181 $667K 0.01% new Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,626 shares; 2025Q4: 6,608 shares 6,608 $664K 0.01% +1,982 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,117 shares; 2024Q4: 2,718 shares; 2025Q1: 2,792 shares; 2025Q2: 10,026 shares; 2025Q3: 5,384 shares; 2025Q4: 3,245 shares 3,245 $659K 0.01% -2,139 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: 9,981 shares; 2024Q4: 19,381 shares; 2025Q1: 10,353 shares; 2025Q2: 10,472 shares; 2025Q3: 13,176 shares; 2025Q4: 13,087 shares 13,087 $658K 0.01% -89 Timeline TLTW 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: 55,970 shares; 2024Q4: 93,319 shares; 2025Q1: 73,176 shares; 2025Q2: 56,937 shares; 2025Q3: 36,115 shares; 2025Q4: 29,018 shares 29,018 $658K 0.01% -7,097 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,317 shares 5,317 $654K 0.01% new Timeline EDIV 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: 8,981 shares; 2024Q4: 8,558 shares; 2025Q1: 7,592 shares; 2025Q2: 11,487 shares; 2025Q3: 12,975 shares; 2025Q4: 16,672 shares 16,672 $653K 0.01% +3,697 Timeline AMAX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,741 shares; 2025Q4: 82,549 shares 82,549 $652K 0.01% +28,808 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,095 shares; 2024Q4: 16,989 shares; 2025Q1: 10,803 shares; 2025Q2: 2,561 shares; 2025Q3: 2,272 shares; 2025Q4: 2,487 shares 2,487 $645K 0.01% +215 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,023 shares; 2025Q3: 7,512 shares; 2025Q4: 8,883 shares 8,883 $645K 0.01% +1,371 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 6,679 shares; 2025Q2: 7,473 shares; 2025Q3: 6,292 shares; 2025Q4: 13,544 shares 13,544 $644K 0.01% +7,252 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,583 shares; 2024Q4: 10,381 shares; 2025Q1: 10,202 shares; 2025Q2: 11,042 shares; 2025Q3: 9,238 shares; 2025Q4: 6,925 shares 6,925 $640K 0.01% -2,313 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,963 shares; 2024Q4: 5,467 shares; 2025Q1: 5,209 shares; 2025Q2: 5,100 shares; 2025Q3: 4,167 shares; 2025Q4: 3,934 shares 3,934 $640K 0.01% -233 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,980 shares; 2024Q4: 42,037 shares; 2025Q1: 8,975 shares; 2025Q2: 6,039 shares; 2025Q3: 7,256 shares; 2025Q4: 7,138 shares 7,138 $637K 0.01% -118 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,174 shares; 2025Q3: 2,694 shares; 2025Q4: 3,105 shares 3,105 $636K 0.01% +411 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: 1,881 shares; 2024Q4: 2,007 shares; 2025Q1: 96,509 shares; 2025Q2: 101,637 shares; 2025Q3: 57,375 shares; 2025Q4: 2,997 shares 2,997 $633K 0.01% -54,378 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,590 shares; 2024Q4: 12,515 shares; 2025Q1: 35,717 shares; 2025Q2: 25,170 shares; 2025Q3: 25,902 shares; 2025Q4: 33,595 shares 33,595 $632K 0.01% +7,693 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,442 shares 8,442 $632K 0.01% new Timeline SPTM 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: 6,142 shares; 2024Q4: 5,747 shares; 2025Q1: 5,251 shares; 2025Q2: 6,538 shares; 2025Q3: 8,795 shares; 2025Q4: 7,649 shares 7,649 $631K 0.01% -1,146 Timeline XMAY 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: 20,285 shares; 2024Q4: 19,452 shares; 2025Q1: 19,119 shares; 2025Q2: 20,179 shares; 2025Q3: 18,204 shares; 2025Q4: 18,087 shares 18,087 $631K 0.01% -117 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 4,509 shares; 2025Q1: 4,656 shares; 2025Q2: 4,600 shares; 2025Q3: 4,544 shares; 2025Q4: 1,475 shares 1,475 $629K 0.01% -3,069 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 4,416 shares; 2025Q1: 2,907 shares; 2025Q2: 2,928 shares; 2025Q3: 4,508 shares; 2025Q4: 4,358 shares 4,358 $628K 0.01% -150 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598,711 shares; 2024Q4: 701,847 shares; 2025Q1: 705,636 shares; 2025Q2: 32,983 shares; 2025Q3: 12,732 shares; 2025Q4: 8,610 shares 8,610 $626K 0.01% -4,122 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,005 shares; 2025Q1: 1,010 shares; 2025Q2: 1,040 shares; 2025Q3: 1,181 shares; 2025Q4: 2,166 shares 2,166 $626K 0.01% +985 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,649 shares; 2024Q4: 4,649 shares; 2025Q1: 5,321 shares; 2025Q2: 5,548 shares; 2025Q3: 5,566 shares; 2025Q4: 4,904 shares 4,904 $621K 0.01% -662 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 3,807 shares; 2025Q1: 3,590 shares; 2025Q2: 3,438 shares; 2025Q3: 3,343 shares; 2025Q4: 3,183 shares 3,183 $618K 0.01% -160 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,349 shares; 2025Q1: 1,322 shares; 2025Q2: 1,372 shares; 2025Q3: 1,399 shares; 2025Q4: 1,307 shares 1,307 $614K 0.01% -92 Timeline LRGF 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: 8,393 shares; 2025Q3: 8,836 shares; 2025Q4: 8,825 shares 8,825 $613K 0.01% -11 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,250 shares; 2025Q2: 6,645 shares; 2025Q3: 10,786 shares; 2025Q4: 13,455 shares 13,455 $612K 0.01% +2,669 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: 11,449 shares 11,449 $611K 0.01% new 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: 3,288 shares; 2024Q4: 5,052 shares; 2025Q1: 2,477 shares; 2025Q2: 4,607 shares; 2025Q3: 6,595 shares; 2025Q4: 5,011 shares 5,011 $610K 0.01% -1,584 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,205 shares; 2024Q4: 26,792 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,614 shares; 2025Q4: 12,882 shares 12,882 $610K 0.01% +4,268 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 510 shares; 2025Q1: 658 shares; 2025Q2: 914 shares; 2025Q3: 860 shares; 2025Q4: 897 shares 897 $607K 0.01% +37 Timeline BSCR 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: 32,666 shares; 2024Q4: 32,246 shares; 2025Q1: 32,798 shares; 2025Q2: 32,982 shares; 2025Q3: 32,225 shares; 2025Q4: 30,681 shares 30,681 $606K 0.01% -1,544 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,009 shares; 2025Q2: 7,275 shares; 2025Q3: 11,746 shares; 2025Q4: 15,634 shares 15,634 $602K 0.01% +3,888 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,021 shares; 2025Q3: 1,530 shares; 2025Q4: 2,184 shares 2,184 $601K 0.01% +654 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,293 shares; 2025Q4: 21,319 shares 21,319 $598K 0.01% +9,026 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,533 shares; 2024Q4: 6,830 shares; 2025Q1: 16,428 shares; 2025Q2: 25,364 shares; 2025Q3: 14,481 shares; 2025Q4: 13,663 shares 13,663 $596K 0.01% -818 Timeline QMMY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,726 shares; 2024Q4: 16,726 shares; 2025Q1: 16,360 shares; 2025Q2: 26,572 shares; 2025Q3: 24,011 shares; 2025Q4: 23,738 shares 23,738 $594K 0.01% -273 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,988 shares; 2024Q4: 16,753 shares; 2025Q1: 3,246 shares; 2025Q2: 3,649 shares; 2025Q3: 1,476 shares; 2025Q4: 4,175 shares 4,175 $589K 0.01% +2,699 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,263 shares; 2025Q1: 1,789 shares; 2025Q2: 1,683 shares; 2025Q3: not reported; 2025Q4: 3,849 shares 3,849 $589K 0.01% new Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,294 shares; 2025Q4: 19,377 shares 19,377 $589K 0.01% +9,083 Timeline BALL BALL CORP More: the full row for BALL 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: 11,546 shares; 2025Q3: 11,067 shares; 2025Q4: 11,015 shares 11,015 $583K 0.01% -52 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,527 shares; 2025Q1: 10,599 shares; 2025Q2: 8,698 shares; 2025Q3: 6,571 shares; 2025Q4: 13,114 shares 13,114 $583K 0.01% +6,543 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,180 shares; 2024Q4: 89,074 shares; 2025Q1: 8,013 shares; 2025Q2: 7,735 shares; 2025Q3: 5,434 shares; 2025Q4: 4,229 shares 4,229 $583K 0.01% -1,205 Timeline MGV 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: not reported; 2024Q4: 18,407 shares; 2025Q1: 20,229 shares; 2025Q2: 2,068 shares; 2025Q3: 2,239 shares; 2025Q4: 4,127 shares 4,127 $583K 0.01% +1,888 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,398 shares; 2024Q4: 11,763 shares; 2025Q1: 10,741 shares; 2025Q2: 15,037 shares; 2025Q3: 8,705 shares; 2025Q4: 9,884 shares 9,884 $579K 0.01% +1,179 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,551 shares; 2024Q4: 7,599 shares; 2025Q1: 7,034 shares; 2025Q2: 7,323 shares; 2025Q3: 10,168 shares; 2025Q4: 9,646 shares 9,646 $579K 0.01% -522 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,468 shares; 2024Q4: 11,200 shares; 2025Q1: 11,298 shares; 2025Q2: 11,683 shares; 2025Q3: 11,774 shares; 2025Q4: 17,712 shares 17,712 $578K 0.01% +5,938 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 1,160 shares; 2025Q1: 36,103 shares; 2025Q2: 40,610 shares; 2025Q3: 2,715 shares; 2025Q4: 1,021 shares 1,021 $578K 0.01% -1,694 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,084 shares; 2025Q1: 2,155 shares; 2025Q2: 2,304 shares; 2025Q3: 2,115 shares; 2025Q4: 1,966 shares 1,966 $577K 0.01% -149 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 8,853 shares 8,853 $576K 0.01% new Timeline BSCS 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: 29,803 shares; 2024Q4: 29,164 shares; 2025Q1: 30,083 shares; 2025Q2: 66,371 shares; 2025Q3: 29,382 shares; 2025Q4: 27,893 shares 27,893 $575K 0.01% -1,489 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,432 shares; 2024Q4: 11,447 shares; 2025Q1: 11,535 shares; 2025Q2: 15,158 shares; 2025Q3: 16,414 shares; 2025Q4: 15,867 shares 15,867 $574K 0.01% -547 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,660 shares; 2025Q1: not reported; 2025Q2: 19,646 shares; 2025Q3: 18,964 shares; 2025Q4: 23,868 shares 23,868 $573K 0.01% +4,904 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,073 shares; 2025Q1: not reported; 2025Q2: 3,775 shares; 2025Q3: 5,990 shares; 2025Q4: 6,737 shares 6,737 $572K 0.01% +747 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,444 shares; 2025Q3: 3,381 shares; 2025Q4: 3,399 shares 3,399 $572K 0.01% +18 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 3,907 shares; 2025Q4: 4,232 shares 4,232 $572K 0.01% +325 Timeline OMEX ODYSSEY MARINE EXPL INC More: the full row for ODYSSEY MARINE EXPL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 277,750 shares; 2025Q4: 291,250 shares 291,250 $571K 0.01% +13,500 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,658 shares; 2025Q3: 3,174 shares; 2025Q4: 6,172 shares 6,172 $570K 0.01% +2,998 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,175 shares; 2025Q2: 5,326 shares; 2025Q3: 9,365 shares; 2025Q4: 12,112 shares 12,112 $570K 0.01% +2,747 Timeline DFNM 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: 8,098 shares; 2025Q4: 11,786 shares 11,786 $568K 0.01% +3,688 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,264 shares; 2025Q3: 7,314 shares; 2025Q4: 8,730 shares 8,730 $568K 0.01% +1,416 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,736 shares; 2024Q4: 3,294 shares; 2025Q1: 2,808 shares; 2025Q2: 3,241 shares; 2025Q3: 3,486 shares; 2025Q4: 3,229 shares 3,229 $567K 0.01% -257 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,254 shares 4,254 $565K 0.01% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,468 shares; 2024Q4: 18,865 shares; 2025Q1: 11,667 shares; 2025Q2: 13,175 shares; 2025Q3: 11,600 shares; 2025Q4: 10,890 shares 10,890 $564K 0.01% -710 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,269 shares; 2025Q1: 38,583 shares; 2025Q2: 35,754 shares; 2025Q3: 26,747 shares; 2025Q4: 19,183 shares 19,183 $561K 0.01% -7,564 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,289 shares; 2024Q4: 16,033 shares; 2025Q1: 14,657 shares; 2025Q2: 20,571 shares; 2025Q3: 17,090 shares; 2025Q4: 24,016 shares 24,016 $561K 0.01% +6,926 Timeline BITX VOLATILITY SHS TR More: the full row for VOLATILITY SHS 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: 20,233 shares 20,233 $561K 0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 1,977 shares; 2025Q1: 2,074 shares; 2025Q2: 2,084 shares; 2025Q3: 1,768 shares; 2025Q4: 1,732 shares 1,732 $561K 0.01% -36 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 3,155 shares; 2025Q2: 3,491 shares; 2025Q3: 3,791 shares; 2025Q4: 4,774 shares 4,774 $561K 0.01% +983 Timeline DFIP 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: 11,980 shares; 2025Q4: 13,467 shares 13,467 $560K 0.01% +1,487 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: 4,735 shares; 2024Q4: 5,784 shares; 2025Q1: 4,422 shares; 2025Q2: 4,191 shares; 2025Q3: 4,166 shares; 2025Q4: 3,751 shares 3,751 $559K 0.01% -415 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,028 shares; 2025Q4: 12,399 shares 12,399 $553K 0.01% +3,371 Timeline BSCT 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: not reported; 2024Q4: 29,658 shares; 2025Q1: 31,681 shares; 2025Q2: 31,805 shares; 2025Q3: 30,909 shares; 2025Q4: 29,256 shares 29,256 $551K 0.01% -1,653 Timeline KAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,195 shares; 2025Q1: 18,239 shares; 2025Q2: 18,975 shares; 2025Q3: 19,243 shares; 2025Q4: 20,431 shares 20,431 $542K 0.01% +1,188 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,544 shares; 2024Q4: 1,742 shares; 2025Q1: 1,913 shares; 2025Q2: 2,543 shares; 2025Q3: 2,140 shares; 2025Q4: 2,595 shares 2,595 $542K 0.01% +455 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares 4,500 $541K 0.01% new Timeline TFIN TRIUMPH FINANCIAL INC More: the full row for TRIUMPH FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,636 shares 8,636 $541K 0.01% new Timeline DFAS 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: 33,374 shares; 2024Q4: 39,109 shares; 2025Q1: 51,120 shares; 2025Q2: 66,399 shares; 2025Q3: 7,606 shares; 2025Q4: 7,746 shares 7,746 $540K 0.01% +140 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 18,631 shares; 2025Q3: 31,031 shares; 2025Q4: 21,851 shares 21,851 $536K 0.01% -9,180 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,310 shares; 2025Q3: 6,598 shares; 2025Q4: 10,919 shares 10,919 $535K 0.01% +4,321 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: 82,338 shares; 2024Q4: 41,399 shares; 2025Q1: 46,512 shares; 2025Q2: 69,710 shares; 2025Q3: 21,397 shares; 2025Q4: 20,126 shares 20,126 $533K 0.01% -1,271 Timeline IYG 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: 484,931 shares; 2025Q2: 505,496 shares; 2025Q3: 385,817 shares; 2025Q4: 5,757 shares 5,757 $531K 0.01% -380,060 Timeline HYTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,692 shares 26,692 $528K 0.01% new Timeline KJAN 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: 10,560 shares; 2024Q4: 10,938 shares; 2025Q1: 12,924 shares; 2025Q2: 13,424 shares; 2025Q3: 13,250 shares; 2025Q4: 12,654 shares 12,654 $524K 0.01% -596 Timeline IBHG 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: 23,465 shares 23,465 $524K 0.01% new Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,841 shares; 2025Q3: 13,218 shares; 2025Q4: 11,757 shares 11,757 $522K 0.01% -1,461 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: not reported; 2024Q4: not reported; 2025Q1: 384,758 shares; 2025Q2: 401,827 shares; 2025Q3: 15,689 shares; 2025Q4: 2,689 shares 2,689 $521K 0.01% -13,000 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,735 shares; 2024Q4: 4,388 shares; 2025Q1: not reported; 2025Q2: 2,550 shares; 2025Q3: 2,328 shares; 2025Q4: 4,104 shares 4,104 $517K 0.01% +1,776 Timeline QCJL 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: 29,592 shares; 2024Q4: 29,392 shares; 2025Q1: 28,440 shares; 2025Q2: 21,615 shares; 2025Q3: 21,615 shares; 2025Q4: 21,615 shares 21,615 $513K 0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,975 shares 2,975 $513K 0.01% new Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,151 shares 24,151 $512K 0.01% new Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS 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: 2,563 shares; 2025Q3: 2,607 shares; 2025Q4: 4,182 shares 4,182 $509K 0.01% +1,575 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $507K 0.01% 0 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,279 shares 6,279 $504K 0.01% new 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: 402 shares; 2024Q4: 666 shares; 2025Q1: 530 shares; 2025Q2: 694 shares; 2025Q3: 698 shares; 2025Q4: 760 shares 760 $503K 0.01% +62 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,122 shares; 2024Q4: 11,717 shares; 2025Q1: 10,650 shares; 2025Q2: 11,664 shares; 2025Q3: 10,025 shares; 2025Q4: 10,250 shares 10,250 $503K 0.01% +225 Timeline VYMI 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: 2,746 shares; 2025Q3: 3,072 shares; 2025Q4: 5,575 shares 5,575 $502K 0.01% +2,503 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,287 shares; 2024Q4: 4,352 shares; 2025Q1: 3,013 shares; 2025Q2: 2,263 shares; 2025Q3: 1,937 shares; 2025Q4: 1,484 shares 1,484 $501K 0.01% -453 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,466 shares 5,466 $500K 0.01% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,878 shares; 2025Q3: 23,268 shares; 2025Q4: 40,224 shares 40,224 $500K 0.01% +16,956 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,311 shares; 2025Q1: 3,599 shares; 2025Q2: 4,178 shares; 2025Q3: 4,967 shares; 2025Q4: 5,192 shares 5,192 $495K 0.01% +225 Timeline BUFZ 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: 18,572 shares; 2025Q2: 18,572 shares; 2025Q3: 18,572 shares; 2025Q4: 18,572 shares 18,572 $493K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 1,651 shares; 2025Q1: 1,037 shares; 2025Q2: 1,279 shares; 2025Q3: 1,581 shares; 2025Q4: 1,577 shares 1,577 $492K 0.01% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,331 shares; 2025Q3: 3,045 shares; 2025Q4: 3,483 shares 3,483 $491K 0.01% +438 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,617 shares 34,617 $489K 0.01% new 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: not reported; 2024Q4: 11,645 shares; 2025Q1: 12,941 shares; 2025Q2: 1,806 shares; 2025Q3: 2,125 shares; 2025Q4: 2,289 shares 2,289 $485K 0.01% +164 Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 425,036 shares 425,036 $485K 0.01% 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: 5,847 shares; 2024Q4: 5,395 shares; 2025Q1: 4,367 shares; 2025Q2: 4,896 shares; 2025Q3: 5,090 shares; 2025Q4: 4,866 shares 4,866 $484K 0.01% -224 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: not reported; 2024Q4: not reported; 2025Q1: 74,322 shares; 2025Q2: 77,743 shares; 2025Q3: 58,940 shares; 2025Q4: 1,228 shares 1,228 $484K 0.01% -57,712 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,901 shares; 2024Q4: 4,899 shares; 2025Q1: 4,581 shares; 2025Q2: 4,432 shares; 2025Q3: 5,571 shares; 2025Q4: 3,898 shares 3,898 $479K 0.01% -1,673 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,668 shares; 2024Q4: 10,747 shares; 2025Q1: 11,293 shares; 2025Q2: 11,079 shares; 2025Q3: 14,521 shares; 2025Q4: 11,631 shares 11,631 $478K 0.01% -2,890 Timeline SAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,965 shares; 2024Q4: 19,686 shares; 2025Q1: 18,549 shares; 2025Q2: 18,549 shares; 2025Q3: 18,549 shares; 2025Q4: 18,719 shares 18,719 $478K 0.01% +170 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS 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: 395 shares; 2025Q3: not reported; 2025Q4: 523 shares 523 $474K 0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,161 shares 2,161 $474K 0.01% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,894 shares; 2024Q4: 68,244 shares; 2025Q1: 2,064 shares; 2025Q2: 2,316 shares; 2025Q3: 2,106 shares; 2025Q4: 1,766 shares 1,766 $474K 0.01% -340 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 841 shares 841 $472K 0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,904 shares; 2024Q4: 28,332 shares; 2025Q1: 29,023 shares; 2025Q2: 24,179 shares; 2025Q3: 22,822 shares; 2025Q4: 27,170 shares 27,170 $471K 0.01% +4,348 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,576 shares; 2025Q1: 2,582 shares; 2025Q2: 2,165 shares; 2025Q3: 2,241 shares; 2025Q4: 2,391 shares 2,391 $471K 0.01% +150 Timeline ARQQW ARQIT QUANTUM INC More: the full row for ARQIT QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 933,000 shares; 2025Q1: 2,772,064 shares; 2025Q2: 4,145,532 shares; 2025Q3: 4,059,489 shares; 2025Q4: 3,038,621 shares 3,038,621 $469K 0.01% -1,020,868 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 386 shares; 2025Q1: 395 shares; 2025Q2: 6,329 shares; 2025Q3: 5,888 shares; 2025Q4: 5,137 shares 5,137 $469K 0.01% -751 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,852 shares; 2024Q4: 133,530 shares; 2025Q1: 140,873 shares; 2025Q2: 83,255 shares; 2025Q3: 6,366 shares; 2025Q4: 5,024 shares 5,024 $464K 0.01% -1,342 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,308 shares; 2025Q1: 2,371 shares; 2025Q2: 2,420 shares; 2025Q3: 2,759 shares; 2025Q4: 2,535 shares 2,535 $463K 0.01% -224 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,455 shares; 2025Q3: not reported; 2025Q4: 5,796 shares 5,796 $462K 0.01% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,298 shares; 2024Q4: 18,347 shares; 2025Q1: 19,988 shares; 2025Q2: 27,618 shares; 2025Q3: 21,184 shares; 2025Q4: 18,962 shares 18,962 $460K 0.01% -2,222 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,445 shares 3,445 $456K 0.01% new Timeline GLW CORNING INC More: the full row for CORNING 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: 3,985 shares; 2025Q4: 5,202 shares 5,202 $455K 0.01% +1,217 Timeline VOT 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: 875 shares; 2025Q2: not reported; 2025Q3: 5,304 shares; 2025Q4: 1,628 shares 1,628 $454K 0.01% -3,676 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,167 shares 1,167 $454K 0.01% new Timeline XTJA 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: 14,916 shares; 2024Q4: 12,623 shares; 2025Q1: 11,800 shares; 2025Q2: 10,166 shares; 2025Q3: 9,680 shares; 2025Q4: 14,313 shares 14,313 $453K 0.01% +4,633 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,406 shares; 2025Q1: 1,534 shares; 2025Q2: 2,223 shares; 2025Q3: 1,978 shares; 2025Q4: 2,477 shares 2,477 $451K 0.01% +499 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,783 shares; 2025Q1: not reported; 2025Q2: 4,774 shares; 2025Q3: 9,440 shares; 2025Q4: 9,152 shares 9,152 $451K 0.01% -288 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 2,557 shares; 2025Q1: 2,523 shares; 2025Q2: 2,698 shares; 2025Q3: 2,614 shares; 2025Q4: 1,657 shares 1,657 $450K 0.01% -957 Timeline AJUL 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: 9,645 shares; 2024Q4: 15,065 shares; 2025Q1: 12,688 shares; 2025Q2: 26,505 shares; 2025Q3: 15,334 shares; 2025Q4: 15,313 shares 15,313 $445K 0.01% -21 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,851 shares; 2025Q4: 9,498 shares 9,498 $444K 0.01% +3,647 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: 136,565 shares; 2024Q4: 154,404 shares; 2025Q1: 9,774 shares; 2025Q2: 14,738 shares; 2025Q3: 16,662 shares; 2025Q4: 8,733 shares 8,733 $444K 0.01% -7,929 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL 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: 4,412 shares; 2025Q2: 4,419 shares; 2025Q3: 4,412 shares; 2025Q4: 4,412 shares 4,412 $444K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,861 shares; 2024Q4: 11,537 shares; 2025Q1: 11,269 shares; 2025Q2: 16,149 shares; 2025Q3: 15,398 shares; 2025Q4: 12,757 shares 12,757 $443K 0.01% -2,641 Timeline PJUN 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: 12,629 shares; 2024Q4: 8,773 shares; 2025Q1: 9,608 shares; 2025Q2: 12,413 shares; 2025Q3: 11,439 shares; 2025Q4: 10,487 shares 10,487 $439K 0.01% -952 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,047 shares; 2024Q4: 4,987 shares; 2025Q1: 15,482 shares; 2025Q2: 15,867 shares; 2025Q3: 14,135 shares; 2025Q4: 4,943 shares 4,943 $437K 0.01% -9,192 Timeline XBAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,070 shares; 2025Q4: 11,307 shares 11,307 $437K 0.01% +4,237 Timeline CPRT COPART INC More: the full row for COPART 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: 9,596 shares; 2025Q4: 11,132 shares 11,132 $436K 0.01% +1,536 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,867 shares 11,867 $433K 0.01% 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: 12,597 shares; 2024Q4: 13,319 shares; 2025Q1: 1,048 shares; 2025Q2: 1,546 shares; 2025Q3: 1,520 shares; 2025Q4: 1,502 shares 1,502 $432K 0.01% -18 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES 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: 5,069 shares 5,069 $432K 0.01% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,024 shares 1,024 $432K 0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,219 shares; 2024Q4: 3,402 shares; 2025Q1: 2,723 shares; 2025Q2: 2,466 shares; 2025Q3: 2,225 shares; 2025Q4: 1,723 shares 1,723 $426K 0.01% -502 Timeline AAPR 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: 22,263 shares; 2024Q4: 19,884 shares; 2025Q1: 17,827 shares; 2025Q2: 17,056 shares; 2025Q3: 17,049 shares; 2025Q4: 14,900 shares 14,900 $423K 0.01% -2,149 Timeline RDNT RADNET INC More: the full row for RADNET 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: 5,924 shares 5,924 $423K 0.01% new Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,753 shares; 2024Q4: 4,790 shares; 2025Q1: 3,717 shares; 2025Q2: 3,474 shares; 2025Q3: 5,217 shares; 2025Q4: 6,071 shares 6,071 $422K 0.01% +854 Timeline HEWJ 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: 27,038 shares; 2025Q4: 7,993 shares 7,993 $421K 0.01% -19,045 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,845 shares; 2025Q3: 8,395 shares; 2025Q4: 11,439 shares 11,439 $421K 0.01% +3,044 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,297 shares; 2024Q4: 3,232 shares; 2025Q1: 3,300 shares; 2025Q2: 3,532 shares; 2025Q3: 3,640 shares; 2025Q4: 3,828 shares 3,828 $419K 0.01% +188 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,243 shares; 2024Q4: 4,431 shares; 2025Q1: 3,983 shares; 2025Q2: 3,461 shares; 2025Q3: 6,678 shares; 2025Q4: 7,176 shares 7,176 $419K 0.01% +498 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: 1,422 shares; 2025Q2: 1,177 shares; 2025Q3: 1,017 shares; 2025Q4: 1,636 shares 1,636 $419K 0.01% +619 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,613 shares; 2025Q4: 1,448 shares 1,448 $418K 0.01% -4,165 Timeline BXP BXP INC More: the full row for BXP 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: 3,941 shares; 2025Q3: 4,788 shares; 2025Q4: 6,184 shares 6,184 $417K 0.01% +1,396 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE 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: 25,427 shares; 2025Q3: 38,144 shares; 2025Q4: 40,017 shares 40,017 $417K 0.01% +1,873 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,100 shares 4,100 $416K 0.01% new Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,005 shares; 2025Q3: 10,918 shares; 2025Q4: 12,591 shares 12,591 $415K 0.01% +1,673 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,010 shares; 2025Q2: 6,886 shares; 2025Q3: 7,014 shares; 2025Q4: 4,184 shares 4,184 $414K 0.01% -2,830 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,624 shares; 2025Q4: 15,465 shares 15,465 $413K 0.01% +2,841 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: 109 shares; 2025Q2: 221 shares; 2025Q3: 164 shares; 2025Q4: 205 shares 205 $412K 0.01% +41 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,037 shares; 2025Q3: 8,035 shares; 2025Q4: 9,741 shares 9,741 $409K 0.01% +1,706 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,402 shares; 2025Q1: not reported; 2025Q2: 3,003 shares; 2025Q3: 3,578 shares; 2025Q4: 6,381 shares 6,381 $407K 0.01% +2,803 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,620 shares; 2025Q4: 4,046 shares 4,046 $404K 0.01% +426 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,744 shares; 2024Q4: 9,314 shares; 2025Q1: 8,068 shares; 2025Q2: 12,852 shares; 2025Q3: 9,734 shares; 2025Q4: 8,577 shares 8,577 $404K 0.01% -1,157 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,605 shares; 2024Q4: 2,597 shares; 2025Q1: 5,644 shares; 2025Q2: 2,992 shares; 2025Q3: 3,149 shares; 2025Q4: 3,129 shares 3,129 $404K 0.01% -20 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,728 shares; 2025Q3: 16,522 shares; 2025Q4: 8,985 shares 8,985 $403K 0.01% -7,537 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: not reported; 2025Q3: not reported; 2025Q4: 5,636 shares 5,636 $403K 0.01% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,259 shares 6,259 $403K 0.01% new Timeline RYLD 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: 27,673 shares; 2024Q4: 28,024 shares; 2025Q1: 26,640 shares; 2025Q2: 26,170 shares; 2025Q3: 23,594 shares; 2025Q4: 26,299 shares 26,299 $402K 0.01% +2,705 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 1,177 shares; 2025Q1: 1,346 shares; 2025Q2: 1,871 shares; 2025Q3: 1,886 shares; 2025Q4: 1,917 shares 1,917 $401K 0.01% +31 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: 977 shares; 2025Q1: 977 shares; 2025Q2: 748 shares; 2025Q3: 792 shares; 2025Q4: 727 shares 727 $401K 0.01% -65 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 1,469 shares; 2025Q1: 1,584 shares; 2025Q2: 2,115 shares; 2025Q3: 1,732 shares; 2025Q4: 1,621 shares 1,621 $399K 0.01% -111 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,119 shares; 2025Q4: 8,764 shares 8,764 $396K 0.01% +1,645 Timeline SPLV 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: 27,333 shares; 2024Q4: 32,477 shares; 2025Q1: 153,612 shares; 2025Q2: 3,446 shares; 2025Q3: not reported; 2025Q4: 5,529 shares 5,529 $395K 0.01% new Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 5,659 shares; 2025Q1: 8,045 shares; 2025Q2: 8,094 shares; 2025Q3: 6,897 shares; 2025Q4: 6,052 shares 6,052 $394K 0.01% -845 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,610 shares; 2024Q4: 14,157 shares; 2025Q1: 14,615 shares; 2025Q2: 14,269 shares; 2025Q3: 12,295 shares; 2025Q4: 13,630 shares 13,630 $393K 0.01% +1,335 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 3,303 shares; 2025Q3: 2,462 shares; 2025Q4: 2,599 shares 2,599 $392K 0.01% +137 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 2,491 shares; 2025Q1: 2,875 shares; 2025Q2: 4,982 shares; 2025Q3: 6,357 shares; 2025Q4: 4,957 shares 4,957 $392K 0.01% -1,400 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,742 shares; 2025Q2: 2,909 shares; 2025Q3: 2,928 shares; 2025Q4: 3,490 shares 3,490 $392K 0.01% +562 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,368 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,889 shares 8,889 $389K 0.01% new Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ 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: 4,927 shares; 2025Q3: 5,612 shares; 2025Q4: 7,924 shares 7,924 $388K 0.01% +2,312 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: 3,428 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,879 shares; 2025Q4: 4,638 shares 4,638 $388K 0.01% -241 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,528 shares; 2025Q1: 1,370 shares; 2025Q2: 1,264 shares; 2025Q3: 1,401 shares; 2025Q4: 1,737 shares 1,737 $388K 0.01% +336 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 2,154 shares; 2025Q1: 2,296 shares; 2025Q2: 2,380 shares; 2025Q3: 5,107 shares; 2025Q4: 3,039 shares 3,039 $387K 0.01% -2,068 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,725 shares; 2025Q4: 18,674 shares 18,674 $387K 0.01% +5,949 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 478 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 697 shares 697 $385K 0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 844 shares; 2025Q1: 993 shares; 2025Q2: 1,002 shares; 2025Q3: 864 shares; 2025Q4: 847 shares 847 $384K 0.01% -17 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,778 shares; 2025Q4: 11,702 shares 11,702 $383K 0.01% -4,076 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,677 shares 17,677 $382K 0.01% new Timeline WDIV 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: 5,967 shares; 2024Q4: 5,783 shares; 2025Q1: 4,948 shares; 2025Q2: 5,073 shares; 2025Q3: 4,997 shares; 2025Q4: 5,045 shares 5,045 $381K <0.01% +48 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: not reported; 2024Q4: 22,292 shares; 2025Q1: 12,698 shares; 2025Q2: 12,105 shares; 2025Q3: 12,458 shares; 2025Q4: 16,892 shares 16,892 $378K <0.01% +4,434 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM 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: 2,460 shares 2,460 $377K <0.01% new Timeline XPND FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,035 shares; 2025Q3: 9,932 shares; 2025Q4: 10,422 shares 10,422 $376K <0.01% +490 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,897 shares 7,897 $374K <0.01% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,776 shares 15,776 $374K <0.01% new Timeline XBOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,258 shares; 2025Q4: 11,134 shares 11,134 $374K <0.01% +4,876 Timeline XBJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,409 shares; 2025Q4: 11,664 shares 11,664 $373K <0.01% +5,255 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,255 shares; 2024Q4: 11,032 shares; 2025Q1: 13,657 shares; 2025Q2: 4,594 shares; 2025Q3: 5,450 shares; 2025Q4: 4,675 shares 4,675 $373K <0.01% -775 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,186 shares 1,186 $371K <0.01% new Timeline FGD 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: 17,323 shares; 2024Q4: 16,882 shares; 2025Q1: 12,347 shares; 2025Q2: 12,572 shares; 2025Q3: 12,181 shares; 2025Q4: 12,230 shares 12,230 $370K <0.01% +49 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,930 shares; 2025Q4: 4,647 shares 4,647 $369K <0.01% +717 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 173 shares; 2025Q1: 233 shares; 2025Q2: 2,259 shares; 2025Q3: 2,309 shares; 2025Q4: 2,406 shares 2,406 $369K <0.01% +97 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,643 shares; 2024Q4: 7,977 shares; 2025Q1: 7,548 shares; 2025Q2: 7,665 shares; 2025Q3: 3,621 shares; 2025Q4: 3,636 shares 3,636 $367K <0.01% +15 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,513 shares; 2025Q3: 1,705 shares; 2025Q4: 1,611 shares 1,611 $367K <0.01% -94 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,832 shares; 2024Q4: 4,136 shares; 2025Q1: 4,245 shares; 2025Q2: 4,303 shares; 2025Q3: 4,447 shares; 2025Q4: 4,732 shares 4,732 $366K <0.01% +285 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,109 shares; 2025Q2: 7,604 shares; 2025Q3: 23,269 shares; 2025Q4: 5,668 shares 5,668 $365K <0.01% -17,601 Timeline ARLU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,288 shares; 2024Q4: 10,288 shares; 2025Q1: 10,288 shares; 2025Q2: 12,828 shares; 2025Q3: 11,993 shares; 2025Q4: 11,993 shares 11,993 $364K <0.01% 0 Timeline FIIG 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: 21,458 shares; 2025Q1: 13,061 shares; 2025Q2: 17,615 shares; 2025Q3: 17,372 shares; 2025Q4: 17,121 shares 17,121 $363K <0.01% -251 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,136 shares; 2025Q1: 1,032 shares; 2025Q2: 1,126 shares; 2025Q3: 1,099 shares; 2025Q4: 1,065 shares 1,065 $362K <0.01% -34 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 5,823 shares; 2025Q1: 4,283 shares; 2025Q2: 4,268 shares; 2025Q3: 3,722 shares; 2025Q4: 4,664 shares 4,664 $362K <0.01% +942 Timeline ICSH 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: 10,856 shares; 2025Q1: 14,348 shares; 2025Q2: not reported; 2025Q3: 10,179 shares; 2025Q4: 7,148 shares 7,148 $362K <0.01% -3,031 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,455 shares; 2025Q2: 2,322 shares; 2025Q3: 2,271 shares; 2025Q4: 2,081 shares 2,081 $361K <0.01% -190 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 3,064 shares; 2025Q1: 4,214 shares; 2025Q2: 4,194 shares; 2025Q3: 2,144 shares; 2025Q4: 1,944 shares 1,944 $361K <0.01% -200 Timeline ISPY 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: 4,876 shares; 2025Q1: 4,791 shares; 2025Q2: not reported; 2025Q3: 7,515 shares; 2025Q4: 7,899 shares 7,899 $360K <0.01% +384 Timeline AIQ 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: 5,953 shares; 2025Q3: 6,631 shares; 2025Q4: 7,084 shares 7,084 $360K <0.01% +453 Timeline PHM PULTE GROUP INC More: the full row for PULTE 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: 2,330 shares; 2025Q2: 2,166 shares; 2025Q3: 2,369 shares; 2025Q4: 3,069 shares 3,069 $360K <0.01% +700 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 2,963 shares 2,963 $359K <0.01% -37 Timeline DDWM 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: 5,775 shares; 2025Q3: 8,172 shares; 2025Q4: 8,244 shares 8,244 $359K <0.01% +72 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,744 shares; 2024Q4: 3,668 shares; 2025Q1: 3,186 shares; 2025Q2: 3,198 shares; 2025Q3: 3,390 shares; 2025Q4: 2,832 shares 2,832 $358K <0.01% -558 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,907 shares; 2024Q4: 9,092 shares; 2025Q1: 17,831 shares; 2025Q2: 17,816 shares; 2025Q3: 17,850 shares; 2025Q4: 9,327 shares 9,327 $358K <0.01% -8,523 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,934 shares; 2024Q4: 5,775 shares; 2025Q1: 3,837 shares; 2025Q2: 2,506 shares; 2025Q3: 2,090 shares; 2025Q4: 1,580 shares 1,580 $356K <0.01% -510 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: 100,264 shares; 2024Q4: 108,143 shares; 2025Q1: 11,350 shares; 2025Q2: 8,784 shares; 2025Q3: 7,780 shares; 2025Q4: 8,006 shares 8,006 $355K <0.01% +226 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,881 shares; 2024Q4: 11,643 shares; 2025Q1: 12,322 shares; 2025Q2: 13,140 shares; 2025Q3: 9,198 shares; 2025Q4: 9,478 shares 9,478 $354K <0.01% +280 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,169 shares 5,169 $353K <0.01% new Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,605 shares; 2025Q3: 16,294 shares; 2025Q4: 18,442 shares 18,442 $349K <0.01% +2,148 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,599 shares; 2025Q3: 19,295 shares; 2025Q4: 19,058 shares 19,058 $347K <0.01% -237 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,823 shares; 2024Q4: 71,171 shares; 2025Q1: 121,653 shares; 2025Q2: 70,323 shares; 2025Q3: 9,267 shares; 2025Q4: 8,402 shares 8,402 $345K <0.01% -865 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,003 shares 9,003 $344K <0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,515 shares; 2025Q1: 1,476 shares; 2025Q2: 1,488 shares; 2025Q3: 351 shares; 2025Q4: 391 shares 391 $344K <0.01% +40 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,074 shares; 2024Q4: 5,065 shares; 2025Q1: 5,446 shares; 2025Q2: 5,523 shares; 2025Q3: 2,366 shares; 2025Q4: 1,851 shares 1,851 $344K <0.01% -515 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,122 shares; 2025Q4: 14,411 shares 14,411 $342K <0.01% +4,289 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,221 shares; 2025Q1: 8,900 shares; 2025Q2: 7,290 shares; 2025Q3: 12,642 shares; 2025Q4: 8,751 shares 8,751 $341K <0.01% -3,891 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,020 shares 14,020 $338K <0.01% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,398 shares; 2024Q4: 7,370 shares; 2025Q1: 5,947 shares; 2025Q2: 6,858 shares; 2025Q3: 6,807 shares; 2025Q4: 6,169 shares 6,169 $337K <0.01% -638 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,856 shares; 2025Q3: 3,350 shares; 2025Q4: 4,296 shares 4,296 $337K <0.01% +946 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,326 shares; 2024Q4: 8,162 shares; 2025Q1: 6,727 shares; 2025Q2: 8,007 shares; 2025Q3: 8,511 shares; 2025Q4: 7,524 shares 7,524 $336K <0.01% -987 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,323 shares; 2025Q4: 5,159 shares 5,159 $336K <0.01% -5,164 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 1,107 shares; 2025Q1: 1,145 shares; 2025Q2: 1,250 shares; 2025Q3: 921 shares; 2025Q4: 859 shares 859 $329K <0.01% -62 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 2,061 shares; 2025Q4: 2,030 shares 2,030 $329K <0.01% -31 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,196 shares; 2025Q4: 35,198 shares 35,198 $328K <0.01% -1,998 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,092 shares; 2024Q4: 82,007 shares; 2025Q1: 71,948 shares; 2025Q2: 78,399 shares; 2025Q3: 75,667 shares; 2025Q4: 61,798 shares 61,798 $328K <0.01% -13,869 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,602 shares; 2025Q4: 8,376 shares 8,376 $327K <0.01% +2,774 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,765 shares; 2025Q1: 2,049 shares; 2025Q2: 1,716 shares; 2025Q3: 1,537 shares; 2025Q4: 1,098 shares 1,098 $325K <0.01% -439 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,547 shares; 2025Q1: not reported; 2025Q2: 2,834 shares; 2025Q3: 3,008 shares; 2025Q4: 2,699 shares 2,699 $323K <0.01% -309 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,720 shares; 2025Q3: 6,152 shares; 2025Q4: 5,780 shares 5,780 $323K <0.01% -372 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,070 shares; 2025Q4: 1,338 shares 1,338 $322K <0.01% +268 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: 127,318 shares; 2024Q4: 163,099 shares; 2025Q1: 200,111 shares; 2025Q2: 201,092 shares; 2025Q3: 13,317 shares; 2025Q4: 12,485 shares 12,485 $321K <0.01% -832 Timeline DIV 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: 21,039 shares; 2024Q4: 20,300 shares; 2025Q1: 18,120 shares; 2025Q2: 18,415 shares; 2025Q3: 18,304 shares; 2025Q4: 18,540 shares 18,540 $321K <0.01% +236 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,208 shares 3,208 $321K <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: 5,293 shares 5,293 $320K <0.01% new Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,410 shares; 2025Q1: 1,510 shares; 2025Q2: 1,481 shares; 2025Q3: 1,487 shares; 2025Q4: 1,399 shares 1,399 $320K <0.01% -88 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,640 shares 16,640 $319K <0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,594 shares; 2024Q4: 7,941 shares; 2025Q1: 4,890 shares; 2025Q2: 4,833 shares; 2025Q3: 4,192 shares; 2025Q4: 3,900 shares 3,900 $315K <0.01% -292 Timeline XTOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,399 shares 9,399 $315K <0.01% new Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,054 shares; 2025Q1: not reported; 2025Q2: 4,305 shares; 2025Q3: 4,261 shares; 2025Q4: 4,222 shares 4,222 $314K <0.01% -39 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,053 shares; 2025Q1: 1,114 shares; 2025Q2: 1,113 shares; 2025Q3: 1,009 shares; 2025Q4: 1,214 shares 1,214 $314K <0.01% +205 Timeline IWO 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: 1,419 shares; 2024Q4: 20,956 shares; 2025Q1: 1,823 shares; 2025Q2: 1,104 shares; 2025Q3: 990 shares; 2025Q4: 972 shares 972 $314K <0.01% -18 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 868 shares; 2024Q4: 780 shares; 2025Q1: 735 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,509 shares 1,509 $314K <0.01% new Timeline IYY 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: 6,247 shares; 2024Q4: 7,149 shares; 2025Q1: 5,412 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,885 shares 1,885 $313K <0.01% new Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,900 shares 8,900 $310K <0.01% new 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: 12,172 shares; 2024Q4: 12,411 shares; 2025Q1: 12,664 shares; 2025Q2: 12,914 shares; 2025Q3: 12,856 shares; 2025Q4: 13,136 shares 13,136 $310K <0.01% +280 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,413 shares; 2025Q4: 11,685 shares 11,685 $310K <0.01% -728 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 315 shares; 2025Q4: 255 shares 255 $310K <0.01% -60 Timeline XAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,727 shares; 2024Q4: 8,433 shares; 2025Q1: 8,433 shares; 2025Q2: 8,433 shares; 2025Q3: 8,323 shares; 2025Q4: 8,188 shares 8,188 $307K <0.01% -135 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,597 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,335 shares; 2025Q4: 1,800 shares 1,800 $305K <0.01% +465 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,360 shares; 2025Q3: 3,033 shares; 2025Q4: 1,344 shares 1,344 $304K <0.01% -1,689 Timeline QMNV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,850 shares; 2025Q2: 12,850 shares; 2025Q3: 12,850 shares; 2025Q4: 13,015 shares 13,015 $304K <0.01% +165 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 172 shares; 2025Q1: 177 shares; 2025Q2: 186 shares; 2025Q3: 173 shares; 2025Q4: 229 shares 229 $304K <0.01% +56 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: 9,139 shares; 2024Q4: 9,124 shares; 2025Q1: 12,790 shares; 2025Q2: 11,757 shares; 2025Q3: 3,792 shares; 2025Q4: 3,152 shares 3,152 $303K <0.01% -640 Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,611 shares 10,611 $302K <0.01% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 2,947 shares; 2025Q1: 2,177 shares; 2025Q2: 1,649 shares; 2025Q3: 1,915 shares; 2025Q4: 1,352 shares 1,352 $302K <0.01% -563 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,637 shares; 2024Q4: 4,395 shares; 2025Q1: 4,456 shares; 2025Q2: 3,227 shares; 2025Q3: 5,371 shares; 2025Q4: 3,080 shares 3,080 $301K <0.01% -2,291 Timeline IGSB 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: 4,769 shares; 2024Q4: 5,118 shares; 2025Q1: 4,134 shares; 2025Q2: 4,431 shares; 2025Q3: 4,642 shares; 2025Q4: 5,683 shares 5,683 $300K <0.01% +1,041 Timeline QTJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,073 shares 10,073 $300K <0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,910 shares; 2025Q1: 3,330 shares; 2025Q2: 3,885 shares; 2025Q3: 3,559 shares; 2025Q4: 3,767 shares 3,767 $297K <0.01% +208 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE 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: 13,564 shares; 2025Q2: not reported; 2025Q3: 11,810 shares; 2025Q4: 15,041 shares 15,041 $296K <0.01% +3,231 Timeline IGRO 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: 3,206 shares; 2025Q4: 3,573 shares 3,573 $296K <0.01% +367 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,043 shares; 2024Q4: 7,213 shares; 2025Q1: 7,648 shares; 2025Q2: 7,844 shares; 2025Q3: 6,744 shares; 2025Q4: 4,260 shares 4,260 $296K <0.01% -2,484 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 2,489 shares; 2025Q1: 2,535 shares; 2025Q2: 3,090 shares; 2025Q3: 3,610 shares; 2025Q4: 3,138 shares 3,138 $296K <0.01% -472 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,793 shares; 2024Q4: 17,195 shares; 2025Q1: 34,507 shares; 2025Q2: 17,583 shares; 2025Q3: 18,452 shares; 2025Q4: 18,300 shares 18,300 $294K <0.01% -152 Timeline SEPM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 249,744 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,243 shares 9,243 $294K <0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,644 shares; 2025Q1: 1,726 shares; 2025Q2: 1,619 shares; 2025Q3: 1,624 shares; 2025Q4: 2,248 shares 2,248 $293K <0.01% +624 Timeline FFLC 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: 15,593 shares; 2024Q4: 16,004 shares; 2025Q1: 18,831 shares; 2025Q2: 6,761 shares; 2025Q3: 6,336 shares; 2025Q4: 5,490 shares 5,490 $293K <0.01% -846 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,232 shares 1,232 $292K <0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 2,991 shares; 2025Q1: 3,511 shares; 2025Q2: 2,575 shares; 2025Q3: 2,884 shares; 2025Q4: 2,287 shares 2,287 $292K <0.01% -597 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,779 shares; 2024Q4: 5,988 shares; 2025Q1: 6,619 shares; 2025Q2: 7,212 shares; 2025Q3: 7,136 shares; 2025Q4: 5,513 shares 5,513 $291K <0.01% -1,623 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 910 shares; 2025Q2: 1,345 shares; 2025Q3: 1,175 shares; 2025Q4: 1,373 shares 1,373 $291K <0.01% +198 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,520 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,202 shares; 2025Q4: 3,182 shares 3,182 $291K <0.01% -1,020 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,137 shares 11,137 $289K <0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,065 shares; 2024Q4: 12,856 shares; 2025Q1: 13,917 shares; 2025Q2: 13,671 shares; 2025Q3: 15,014 shares; 2025Q4: 9,463 shares 9,463 $289K <0.01% -5,551 Timeline SPMD 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: 138,682 shares; 2024Q4: 146,966 shares; 2025Q1: 4,469 shares; 2025Q2: 5,043 shares; 2025Q3: 5,452 shares; 2025Q4: 4,985 shares 4,985 $289K <0.01% -467 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 158 shares; 2025Q4: 85 shares 85 $289K <0.01% -73 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,055 shares 16,055 $288K <0.01% new Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,981 shares; 2025Q3: 10,953 shares; 2025Q4: 5,507 shares 5,507 $285K <0.01% -5,446 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP 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: 9,208 shares; 2025Q2: 9,303 shares; 2025Q3: 9,208 shares; 2025Q4: 9,208 shares 9,208 $285K <0.01% 0 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,625 shares; 2025Q3: 7,119 shares; 2025Q4: 6,859 shares 6,859 $285K <0.01% -260 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,094 shares; 2025Q3: 5,216 shares; 2025Q4: 5,326 shares 5,326 $285K <0.01% +110 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,745 shares 24,745 $284K <0.01% new Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,404 shares; 2025Q4: 5,532 shares 5,532 $281K <0.01% +128 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,297 shares 2,297 $280K <0.01% new Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,285 shares; 2025Q4: 12,746 shares 12,746 $279K <0.01% +3,461 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,955 shares; 2024Q4: 4,840 shares; 2025Q1: 4,448 shares; 2025Q2: 3,796 shares; 2025Q3: 3,599 shares; 2025Q4: 3,187 shares 3,187 $278K <0.01% -412 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,608 shares; 2025Q3: 84,399 shares; 2025Q4: 8,639 shares 8,639 $277K <0.01% -75,760 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,143 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,475 shares 1,475 $277K <0.01% new Timeline HIGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,979 shares; 2025Q4: 12,321 shares 12,321 $275K <0.01% +3,342 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 245 shares; 2025Q2: 261 shares; 2025Q3: 246 shares; 2025Q4: 272 shares 272 $275K <0.01% +26 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 954 shares 954 $274K <0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,087 shares; 2024Q4: 10,708 shares; 2025Q1: 9,310 shares; 2025Q2: 5,422 shares; 2025Q3: 7,446 shares; 2025Q4: 7,404 shares 7,404 $274K <0.01% -42 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,524 shares; 2025Q3: not reported; 2025Q4: 3,397 shares 3,397 $272K <0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 286 shares; 2025Q4: 354 shares 354 $271K <0.01% +68 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,028 shares; 2024Q4: 4,930 shares; 2025Q1: 4,266 shares; 2025Q2: 4,487 shares; 2025Q3: 4,481 shares; 2025Q4: 3,748 shares 3,748 $270K <0.01% -733 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,512 shares; 2024Q4: 4,343 shares; 2025Q1: 2,814 shares; 2025Q2: 1,935 shares; 2025Q3: 1,742 shares; 2025Q4: 1,456 shares 1,456 $270K <0.01% -286 Timeline DON 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: 6,081 shares; 2024Q4: 5,330 shares; 2025Q1: 5,639 shares; 2025Q2: 5,472 shares; 2025Q3: 5,639 shares; 2025Q4: 5,229 shares 5,229 $270K <0.01% -410 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,755 shares; 2025Q3: 8,204 shares; 2025Q4: 7,064 shares 7,064 $268K <0.01% -1,140 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,951 shares 11,951 $267K <0.01% new Timeline ESPO 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: 12,037 shares; 2025Q4: 2,575 shares 2,575 $267K <0.01% -9,462 Timeline DDTS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,442 shares 12,442 $266K <0.01% new Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,449 shares; 2025Q4: 3,574 shares 3,574 $265K <0.01% +125 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,411 shares; 2024Q4: 6,518 shares; 2025Q1: not reported; 2025Q2: 1,764 shares; 2025Q3: 2,171 shares; 2025Q4: 1,950 shares 1,950 $265K <0.01% -221 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,062 shares; 2024Q4: 4,040 shares; 2025Q1: 5,027 shares; 2025Q2: 5,060 shares; 2025Q3: 2,013 shares; 2025Q4: 1,936 shares 1,936 $264K <0.01% -77 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,142 shares; 2024Q4: 3,988 shares; 2025Q1: 4,049 shares; 2025Q2: 5,940 shares; 2025Q3: 5,885 shares; 2025Q4: 3,570 shares 3,570 $262K <0.01% -2,315 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,127 shares; 2024Q4: 3,551 shares; 2025Q1: 4,748 shares; 2025Q2: 3,525 shares; 2025Q3: 3,290 shares; 2025Q4: 3,190 shares 3,190 $262K <0.01% -100 Timeline USOY 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: not reported; 2025Q4: 40,000 shares 40,000 $260K <0.01% new Timeline EEMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,744 shares 14,744 $259K <0.01% new Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest 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: 19,538 shares 19,538 $259K <0.01% new Timeline OCTH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,803 shares 10,803 $259K <0.01% new Timeline BFAP 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: 13,088 shares; 2025Q3: 12,129 shares; 2025Q4: 14,244 shares 14,244 $259K <0.01% +2,115 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest 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: 1,064 shares 1,064 $258K <0.01% new Timeline IBTI 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: 11,530 shares 11,530 $258K <0.01% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,420 shares; 2024Q4: 9,036 shares; 2025Q1: 8,824 shares; 2025Q2: 19,332 shares; 2025Q3: 7,316 shares; 2025Q4: 6,543 shares 6,543 $258K <0.01% -773 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,052 shares; 2025Q3: 3,106 shares; 2025Q4: 3,043 shares 3,043 $258K <0.01% -63 Timeline IBTH 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: 11,462 shares 11,462 $258K <0.01% new Timeline COMP COMPASS INC More: the full row for COMPASS 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: 25,976 shares; 2025Q2: 25,976 shares; 2025Q3: 25,876 shares; 2025Q4: 24,344 shares 24,344 $257K <0.01% -1,532 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: 8,232 shares; 2024Q4: 9,259 shares; 2025Q1: 8,314 shares; 2025Q2: 4,144 shares; 2025Q3: 2,916 shares; 2025Q4: 2,337 shares 2,337 $257K <0.01% -579 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: 4,082 shares; 2025Q4: 3,488 shares 3,488 $257K <0.01% -594 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,281 shares; 2025Q3: 9,766 shares; 2025Q4: 10,337 shares 10,337 $256K <0.01% +571 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 683 shares 683 $256K <0.01% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,217 shares; 2025Q4: 2,802 shares 2,802 $255K <0.01% -415 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 2,228 shares; 2025Q1: 8,855 shares; 2025Q2: 1,839 shares; 2025Q3: 1,810 shares; 2025Q4: 1,585 shares 1,585 $253K <0.01% -225 Timeline BSJT 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: not reported; 2024Q4: 10,234 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,858 shares; 2025Q4: 11,747 shares 11,747 $253K <0.01% -4,111 Timeline NVBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,699 shares 8,699 $252K <0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,977 shares; 2025Q1: not reported; 2025Q2: 3,450 shares; 2025Q3: 3,897 shares; 2025Q4: 3,279 shares 3,279 $251K <0.01% -618 Timeline XJAN 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: 7,388 shares; 2024Q4: 7,388 shares; 2025Q1: 7,388 shares; 2025Q2: 7,388 shares; 2025Q3: 7,388 shares; 2025Q4: 6,805 shares 6,805 $251K <0.01% -583 Timeline PGX 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: 48,891 shares; 2024Q4: 64,614 shares; 2025Q1: not reported; 2025Q2: 25,571 shares; 2025Q3: 25,827 shares; 2025Q4: 22,293 shares 22,293 $251K <0.01% -3,534 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 430 shares; 2025Q2: 686 shares; 2025Q3: 815 shares; 2025Q4: 430 shares 430 $250K <0.01% -385 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,674 shares 1,674 $250K <0.01% new Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 4,185 shares 4,185 $249K <0.01% new Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,692 shares; 2024Q4: 8,840 shares; 2025Q1: 8,340 shares; 2025Q2: 8,209 shares; 2025Q3: 6,042 shares; 2025Q4: 6,014 shares 6,014 $249K <0.01% -28 Timeline REVG REV GROUP INC More: the full row for REV 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: 4,090 shares 4,090 $249K <0.01% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,788 shares 3,788 $248K <0.01% new Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,851 shares 5,851 $245K <0.01% new Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,566 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,453 shares; 2025Q3: 3,299 shares; 2025Q4: 3,415 shares 3,415 $245K <0.01% +116 Timeline XTAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,092 shares; 2025Q2: 7,941 shares; 2025Q3: 7,685 shares; 2025Q4: 6,019 shares 6,019 $245K <0.01% -1,666 Timeline FLGV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,915 shares 11,915 $244K <0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,889 shares; 2025Q1: 2,054 shares; 2025Q2: 2,279 shares; 2025Q3: 2,207 shares; 2025Q4: 1,615 shares 1,615 $244K <0.01% -592 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 1,337 shares; 2025Q3: 1,123 shares; 2025Q4: 1,123 shares 1,123 $244K <0.01% 0 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,658 shares; 2024Q4: 8,870 shares; 2025Q1: 8,765 shares; 2025Q2: 7,684 shares; 2025Q3: 6,997 shares; 2025Q4: 6,998 shares 6,998 $244K <0.01% +1 Timeline IBDS 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: 10,043 shares 10,043 $244K <0.01% new 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: not reported; 2025Q3: 4,730 shares; 2025Q4: 3,754 shares 3,754 $243K <0.01% -976 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,174 shares 2,174 $243K <0.01% new Timeline SPFF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,919 shares; 2025Q3: 27,854 shares; 2025Q4: 26,064 shares 26,064 $243K <0.01% -1,790 Timeline XLRE 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: 15,390 shares; 2024Q4: 26,071 shares; 2025Q1: 24,713 shares; 2025Q2: 28,127 shares; 2025Q3: 25,979 shares; 2025Q4: 6,008 shares 6,008 $242K <0.01% -19,971 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 4,761 shares; 2025Q1: 4,536 shares; 2025Q2: 3,519 shares; 2025Q3: not reported; 2025Q4: 3,582 shares 3,582 $242K <0.01% new Timeline SNAP SNAP INC More: the full row for SNAP 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: 29,957 shares 29,957 $242K <0.01% new Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,481 shares; 2025Q3: 6,848 shares; 2025Q4: 6,363 shares 6,363 $241K <0.01% -485 Timeline PFXF 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: 13,473 shares; 2025Q3: 14,515 shares; 2025Q4: 13,610 shares 13,610 $240K <0.01% -905 Timeline ANGL 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: 13,594 shares; 2024Q4: 12,713 shares; 2025Q1: 47,846 shares; 2025Q2: 9,760 shares; 2025Q3: 8,062 shares; 2025Q4: 8,104 shares 8,104 $238K <0.01% +42 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,606 shares; 2024Q4: 21,709 shares; 2025Q1: 5,065 shares; 2025Q2: 5,080 shares; 2025Q3: 5,097 shares; 2025Q4: 5,476 shares 5,476 $237K <0.01% +379 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES 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: 9,764 shares 9,764 $236K <0.01% new Timeline INTF 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: 6,110 shares; 2025Q4: 6,261 shares 6,261 $236K <0.01% +151 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,508 shares 2,508 $236K <0.01% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 7,793 shares; 2025Q4: 5,362 shares 5,362 $235K <0.01% -2,431 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,709 shares; 2025Q2: 4,893 shares; 2025Q3: 3,660 shares; 2025Q4: 2,981 shares 2,981 $234K <0.01% -679 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,853 shares 11,853 $234K <0.01% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,538 shares; 2024Q4: 1,632 shares; 2025Q1: 1,630 shares; 2025Q2: 1,642 shares; 2025Q3: 1,412 shares; 2025Q4: 1,143 shares 1,143 $234K <0.01% -269 Timeline AVIG 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: 4,928 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,429 shares; 2025Q4: 5,565 shares 5,565 $233K <0.01% -864 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,151 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,772 shares; 2025Q3: 6,613 shares; 2025Q4: 6,557 shares 6,557 $233K <0.01% -56 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,135 shares; 2024Q4: not reported; 2025Q1: 64,248 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,324 shares 1,324 $232K <0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest 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: 3,216 shares; 2025Q4: 3,447 shares 3,447 $232K <0.01% +231 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 4,066 shares; 2025Q1: 3,969 shares; 2025Q2: 3,903 shares; 2025Q3: 3,901 shares; 2025Q4: 3,901 shares 3,901 $232K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,403 shares; 2024Q4: 4,726 shares; 2025Q1: 4,860 shares; 2025Q2: 5,165 shares; 2025Q3: 4,039 shares; 2025Q4: 3,453 shares 3,453 $231K <0.01% -586 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,383 shares 5,383 $231K <0.01% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,391 shares; 2025Q4: 1,441 shares 1,441 $229K <0.01% +50 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,663 shares 7,663 $229K <0.01% new Timeline