DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,053 shares; 2024Q4: 5,972 shares; 2025Q1: 4,908 shares; 2025Q2: 4,511 shares; 2025Q3: 4,439 shares; 2025Q4: 4,258 shares 4,258 $499K 0.02% -181 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: 10,913 shares; 2024Q4: 10,963 shares; 2025Q1: 21,384 shares; 2025Q2: 21,836 shares; 2025Q3: 11,913 shares; 2025Q4: 11,394 shares 11,394 $497K 0.02% -519 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,144 shares; 2025Q2: 3,081 shares; 2025Q3: 2,845 shares; 2025Q4: 3,078 shares 3,078 $495K 0.02% +233 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,163 shares; 2024Q4: 11,352 shares; 2025Q1: 12,177 shares; 2025Q2: 12,285 shares; 2025Q3: 12,701 shares; 2025Q4: 12,538 shares 12,538 $495K 0.02% -163 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,147 shares; 2024Q4: 4,659 shares; 2025Q1: 4,709 shares; 2025Q2: 5,254 shares; 2025Q3: 5,244 shares; 2025Q4: 5,039 shares 5,039 $488K 0.02% -205 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: 6,287 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,435 shares; 2025Q3: 5,329 shares; 2025Q4: 5,500 shares 5,500 $482K 0.02% +171 Timeline QTEC 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: 2,623 shares; 2024Q4: 3,632 shares; 2025Q1: 3,272 shares; 2025Q2: 2,426 shares; 2025Q3: 2,055 shares; 2025Q4: 2,089 shares 2,089 $481K 0.02% +34 Timeline IGV 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: 2,787 shares; 2025Q1: 7,212 shares; 2025Q2: 7,532 shares; 2025Q3: 7,817 shares; 2025Q4: 4,530 shares 4,530 $479K 0.02% -3,287 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: 6,758 shares; 2024Q4: 6,735 shares; 2025Q1: 6,724 shares; 2025Q2: 6,839 shares; 2025Q3: 6,802 shares; 2025Q4: 5,961 shares 5,961 $471K 0.02% -841 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,849 shares; 2024Q4: 2,659 shares; 2025Q1: 3,938 shares; 2025Q2: 3,804 shares; 2025Q3: 3,853 shares; 2025Q4: 2,138 shares 2,138 $470K 0.02% -1,715 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,441 shares; 2024Q4: 12,946 shares; 2025Q1: 11,403 shares; 2025Q2: 4,497 shares; 2025Q3: 6,042 shares; 2025Q4: 4,853 shares 4,853 $469K 0.02% -1,189 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: 13,891 shares; 2024Q4: 15,453 shares; 2025Q1: 18,940 shares; 2025Q2: 15,629 shares; 2025Q3: 19,768 shares; 2025Q4: 19,845 shares 19,845 $469K 0.02% +77 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,470 shares; 2024Q4: 9,428 shares; 2025Q1: 8,994 shares; 2025Q2: 5,967 shares; 2025Q3: 6,796 shares; 2025Q4: 9,208 shares 9,208 $468K 0.02% +2,412 Timeline FMHI 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: 10,299 shares; 2024Q4: 12,088 shares; 2025Q1: 11,796 shares; 2025Q2: 12,129 shares; 2025Q3: 12,262 shares; 2025Q4: 9,704 shares 9,704 $465K 0.02% -2,558 Timeline ESGV 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: 2,215 shares; 2024Q4: 2,847 shares; 2025Q1: 2,657 shares; 2025Q2: 3,802 shares; 2025Q3: 3,804 shares; 2025Q4: 3,805 shares 3,805 $460K 0.02% +1 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,875 shares; 2024Q4: 51,605 shares; 2025Q1: 34,749 shares; 2025Q2: 23,195 shares; 2025Q3: 20,030 shares; 2025Q4: 19,596 shares 19,596 $454K 0.02% -434 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: 29,000 shares; 2025Q3: 90,960 shares; 2025Q4: 30,635 shares 30,635 $452K 0.02% -60,325 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: 1,684 shares; 2024Q4: 1,655 shares; 2025Q1: 1,641 shares; 2025Q2: 1,638 shares; 2025Q3: 1,684 shares; 2025Q4: 1,826 shares 1,826 $450K 0.02% +142 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: 2,116 shares; 2024Q4: 2,360 shares; 2025Q1: 2,497 shares; 2025Q2: 2,512 shares; 2025Q3: 2,275 shares; 2025Q4: 2,387 shares 2,387 $449K 0.02% +112 Timeline FDIS 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: 2,959 shares; 2025Q4: 4,334 shares 4,334 $443K 0.02% +1,375 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 734 shares; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 734 shares; 2025Q4: 734 shares 734 $443K 0.02% 0 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: 1,488 shares; 2024Q4: 1,409 shares; 2025Q1: 1,631 shares; 2025Q2: 1,749 shares; 2025Q3: 2,338 shares; 2025Q4: 2,521 shares 2,521 $443K 0.02% +183 Timeline ROKU ROKU INC More: the full row for ROKU 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: 3,022 shares; 2025Q4: 4,075 shares 4,075 $442K 0.02% +1,053 Timeline FMB 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: 10,083 shares; 2024Q4: 9,667 shares; 2025Q1: 9,558 shares; 2025Q2: 8,827 shares; 2025Q3: 8,629 shares; 2025Q4: 8,642 shares 8,642 $442K 0.02% +13 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,946 shares; 2024Q4: 12,766 shares; 2025Q1: 23,230 shares; 2025Q2: 5,911 shares; 2025Q3: 5,924 shares; 2025Q4: 8,388 shares 8,388 $441K 0.02% +2,464 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: 11,814 shares; 2024Q4: 12,221 shares; 2025Q1: 11,492 shares; 2025Q2: 11,514 shares; 2025Q3: 10,083 shares; 2025Q4: 8,957 shares 8,957 $439K 0.02% -1,126 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: 370 shares; 2024Q4: 377 shares; 2025Q1: 471 shares; 2025Q2: 497 shares; 2025Q3: 412 shares; 2025Q4: 361 shares 361 $439K 0.02% -51 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,876 shares 12,876 $434K 0.02% new Timeline BBNX BETA BIONICS INC More: the full row for BETA BIONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,200 shares; 2025Q3: 14,200 shares; 2025Q4: 14,200 shares 14,200 $433K 0.02% 0 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: 60,110 shares; 2024Q4: 38,327 shares; 2025Q1: 38,037 shares; 2025Q2: 24,052 shares; 2025Q3: 16,705 shares; 2025Q4: 16,500 shares 16,500 $432K 0.02% -205 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: 3,148 shares; 2024Q4: 3,258 shares; 2025Q1: 3,196 shares; 2025Q2: 4,681 shares; 2025Q3: 4,597 shares; 2025Q4: 4,450 shares 4,450 $428K 0.02% -147 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: 8,492 shares; 2024Q4: 9,427 shares; 2025Q1: 7,529 shares; 2025Q2: 10,584 shares; 2025Q3: 10,470 shares; 2025Q4: 4,356 shares 4,356 $426K 0.02% -6,114 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE 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: 4,299 shares; 2025Q4: 8,810 shares 8,810 $426K 0.02% +4,511 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,331 shares; 2025Q4: 36,227 shares 36,227 $425K 0.02% -1,104 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,758 shares; 2024Q4: 13,313 shares; 2025Q1: 14,413 shares; 2025Q2: 14,278 shares; 2025Q3: 13,210 shares; 2025Q4: 11,682 shares 11,682 $423K 0.02% -1,528 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: 3,500 shares; 2025Q4: 2,447 shares 2,447 $422K 0.02% -1,053 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 332 shares; 2025Q1: not reported; 2025Q2: 368 shares; 2025Q3: 338 shares; 2025Q4: 392 shares 392 $420K 0.02% +54 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,077 shares; 2025Q1: 5,433 shares; 2025Q2: 11,903 shares; 2025Q3: 13,316 shares; 2025Q4: 9,600 shares 9,600 $420K 0.02% -3,716 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,166 shares; 2024Q4: 3,269 shares; 2025Q1: 3,442 shares; 2025Q2: 3,549 shares; 2025Q3: 3,411 shares; 2025Q4: 3,688 shares 3,688 $419K 0.02% +277 Timeline IWL 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: 1,473 shares; 2025Q3: 1,937 shares; 2025Q4: 2,447 shares 2,447 $418K 0.02% +510 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,878 shares 11,878 $417K 0.02% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,996 shares; 2024Q4: 3,871 shares; 2025Q1: 3,907 shares; 2025Q2: 3,865 shares; 2025Q3: 4,137 shares; 2025Q4: 3,770 shares 3,770 $416K 0.02% -367 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: 1,131 shares; 2025Q3: 1,727 shares; 2025Q4: 1,886 shares 1,886 $414K 0.02% +159 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,816 shares; 2024Q4: 13,794 shares; 2025Q1: 13,684 shares; 2025Q2: 15,518 shares; 2025Q3: 13,538 shares; 2025Q4: 8,886 shares 8,886 $414K 0.02% -4,652 Timeline VAW 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: 2,092 shares; 2024Q4: 2,083 shares; 2025Q1: 2,083 shares; 2025Q2: 2,017 shares; 2025Q3: 2,001 shares; 2025Q4: 1,961 shares 1,961 $407K 0.02% -40 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,112 shares; 2024Q4: 10,157 shares; 2025Q1: 10,426 shares; 2025Q2: 9,999 shares; 2025Q3: 10,039 shares; 2025Q4: 10,005 shares 10,005 $405K 0.02% -34 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: 2,083 shares; 2024Q4: 2,165 shares; 2025Q1: 2,859 shares; 2025Q2: 2,698 shares; 2025Q3: 2,658 shares; 2025Q4: 2,660 shares 2,660 $403K 0.02% +2 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,903 shares 3,903 $400K 0.02% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,691 shares; 2025Q3: 5,712 shares; 2025Q4: 5,572 shares 5,572 $399K 0.02% -140 Timeline LIEN CHICAGO ATLANTIC BDC INC More: the full row for CHICAGO ATLANTIC BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,000 shares; 2025Q4: 38,600 shares 38,600 $399K 0.02% +25,600 Timeline ARKW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,575 shares; 2025Q3: 2,304 shares; 2025Q4: 2,692 shares 2,692 $398K 0.02% +388 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,400 shares; 2024Q4: 37,992 shares; 2025Q1: 47,414 shares; 2025Q2: 49,522 shares; 2025Q3: 51,983 shares; 2025Q4: 23,574 shares 23,574 $395K 0.01% -28,409 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,079 shares; 2025Q4: 5,219 shares 5,219 $394K 0.01% +1,140 Timeline IMTM 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: 8,004 shares; 2024Q4: 8,332 shares; 2025Q1: 9,324 shares; 2025Q2: 9,532 shares; 2025Q3: 8,864 shares; 2025Q4: 8,201 shares 8,201 $393K 0.01% -663 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: 5,318 shares; 2025Q2: 5,201 shares; 2025Q3: 5,201 shares; 2025Q4: 5,345 shares 5,345 $393K 0.01% +144 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL 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: 35,302 shares; 2025Q3: 53,143 shares; 2025Q4: 53,707 shares 53,707 $393K 0.01% +564 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,761 shares 9,761 $393K 0.01% new 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: 9,344 shares; 2024Q4: 6,439 shares; 2025Q1: 6,470 shares; 2025Q2: 5,422 shares; 2025Q3: 4,582 shares; 2025Q4: 4,027 shares 4,027 $391K 0.01% -555 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $391K 0.01% 0 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,738 shares 7,738 $390K 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: 1,612 shares; 2024Q4: 1,742 shares; 2025Q1: 1,753 shares; 2025Q2: 1,759 shares; 2025Q3: 1,759 shares; 2025Q4: 1,734 shares 1,734 $387K 0.01% -25 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,537 shares; 2024Q4: 14,731 shares; 2025Q1: 12,875 shares; 2025Q2: 13,759 shares; 2025Q3: 13,840 shares; 2025Q4: 7,846 shares 7,846 $386K 0.01% -5,994 Timeline BUL 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: not reported; 2025Q2: 5,482 shares; 2025Q3: 6,250 shares; 2025Q4: 6,984 shares 6,984 $385K 0.01% +734 Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,414 shares; 2024Q4: 93,514 shares; 2025Q1: 86,414 shares; 2025Q2: 60,739 shares; 2025Q3: 64,914 shares; 2025Q4: 70,408 shares 70,408 $384K 0.01% +5,494 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: not reported; 2024Q4: not reported; 2025Q1: 6,326 shares; 2025Q2: 10,578 shares; 2025Q3: 10,684 shares; 2025Q4: 9,446 shares 9,446 $384K 0.01% -1,238 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,840 shares; 2024Q4: 21,937 shares; 2025Q1: 18,766 shares; 2025Q2: 11,774 shares; 2025Q3: 8,697 shares; 2025Q4: 7,785 shares 7,785 $383K 0.01% -912 Timeline PALC 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,314 shares 7,314 $382K 0.01% new Timeline CWI 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: 9,983 shares; 2025Q1: 9,983 shares; 2025Q2: 10,582 shares; 2025Q3: 10,582 shares; 2025Q4: 10,582 shares 10,582 $380K 0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 5,818 shares; 2025Q1: 5,134 shares; 2025Q2: 3,944 shares; 2025Q3: 3,802 shares; 2025Q4: 3,310 shares 3,310 $376K 0.01% -492 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,631 shares; 2024Q4: 3,949 shares; 2025Q1: 3,689 shares; 2025Q2: 3,186 shares; 2025Q3: 2,993 shares; 2025Q4: 2,857 shares 2,857 $376K 0.01% -136 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,709 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,456 shares; 2025Q3: 20,510 shares; 2025Q4: 20,759 shares 20,759 $375K 0.01% +249 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 6,605 shares 6,605 $374K 0.01% new 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: 4,981 shares 4,981 $373K 0.01% new Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,585 shares; 2024Q4: 31,122 shares; 2025Q1: 32,148 shares; 2025Q2: 32,692 shares; 2025Q3: 23,790 shares; 2025Q4: 25,854 shares 25,854 $371K 0.01% +2,064 Timeline AOM 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: 9,447 shares; 2025Q1: 9,751 shares; 2025Q2: 8,193 shares; 2025Q3: 7,957 shares; 2025Q4: 7,772 shares 7,772 $371K 0.01% -185 Timeline QQQE 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: 4,744 shares; 2024Q4: 4,470 shares; 2025Q1: 4,422 shares; 2025Q2: 4,422 shares; 2025Q3: 4,522 shares; 2025Q4: 3,613 shares 3,613 $370K 0.01% -909 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,912 shares; 2024Q4: 4,548 shares; 2025Q1: 3,604 shares; 2025Q2: 3,846 shares; 2025Q3: 3,842 shares; 2025Q4: 3,430 shares 3,430 $367K 0.01% -412 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: 6,601 shares; 2025Q3: 6,625 shares; 2025Q4: 3,379 shares 3,379 $366K 0.01% -3,246 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,939 shares; 2024Q4: 154,249 shares; 2025Q1: 14,872 shares; 2025Q2: 12,937 shares; 2025Q3: 17,572 shares; 2025Q4: 11,726 shares 11,726 $366K 0.01% -5,846 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,615 shares; 2024Q4: 25,922 shares; 2025Q1: 23,369 shares; 2025Q2: 25,764 shares; 2025Q3: 7,716 shares; 2025Q4: 3,563 shares 3,563 $365K 0.01% -4,153 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,775 shares; 2025Q3: 2,908 shares; 2025Q4: 2,569 shares 2,569 $364K 0.01% -339 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,221 shares; 2024Q4: 3,319 shares; 2025Q1: 2,971 shares; 2025Q2: 3,182 shares; 2025Q3: 3,658 shares; 2025Q4: 3,325 shares 3,325 $363K 0.01% -333 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,022 shares; 2025Q3: 8,385 shares; 2025Q4: 11,645 shares 11,645 $363K 0.01% +3,260 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,300 shares; 2024Q4: 73,885 shares; 2025Q1: 68,960 shares; 2025Q2: 27,866 shares; 2025Q3: 22,235 shares; 2025Q4: 16,715 shares 16,715 $360K 0.01% -5,520 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,158 shares; 2025Q3: 8,140 shares; 2025Q4: 8,671 shares 8,671 $360K 0.01% +531 Timeline QXO QXO INC More: the full row for QXO 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: 11,780 shares; 2025Q3: 15,005 shares; 2025Q4: 18,598 shares 18,598 $359K 0.01% +3,593 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,849 shares; 2024Q4: 3,923 shares; 2025Q1: 4,051 shares; 2025Q2: 3,556 shares; 2025Q3: 3,197 shares; 2025Q4: 2,375 shares 2,375 $357K 0.01% -822 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,338 shares 7,338 $354K 0.01% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,565 shares 8,565 $353K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,022 shares 7,022 $353K 0.01% new 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: 1,523 shares; 2024Q4: 1,509 shares; 2025Q1: 1,558 shares; 2025Q2: 1,656 shares; 2025Q3: 1,559 shares; 2025Q4: 1,566 shares 1,566 $353K 0.01% +7 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: not reported; 2024Q4: 1,992 shares; 2025Q1: 2,284 shares; 2025Q2: not reported; 2025Q3: 2,888 shares; 2025Q4: 2,897 shares 2,897 $353K 0.01% +9 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: 243 shares; 2024Q4: 239 shares; 2025Q1: 189 shares; 2025Q2: 184 shares; 2025Q3: 178 shares; 2025Q4: 174 shares 174 $350K 0.01% -4 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,493 shares; 2025Q4: 5,917 shares 5,917 $349K 0.01% +424 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,673 shares; 2024Q4: not reported; 2025Q1: 5,682 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,498 shares 9,498 $348K 0.01% new Timeline BIDU BAIDU INC More: the full row for BAIDU 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: 2,661 shares 2,661 $348K 0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE 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: 4,473 shares; 2025Q4: 2,447 shares 2,447 $346K 0.01% -2,026 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: 7,412 shares; 2024Q4: 7,391 shares; 2025Q1: not reported; 2025Q2: 6,621 shares; 2025Q3: 8,044 shares; 2025Q4: 7,762 shares 7,762 $344K 0.01% -282 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: 4,729 shares; 2024Q4: 4,289 shares; 2025Q1: 5,809 shares; 2025Q2: 5,863 shares; 2025Q3: 6,069 shares; 2025Q4: 6,446 shares 6,446 $344K 0.01% +377 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 793 shares; 2025Q1: 774 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 774 shares 774 $344K 0.01% -1 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: 3,291 shares; 2024Q4: 3,074 shares; 2025Q1: 3,397 shares; 2025Q2: 2,781 shares; 2025Q3: 2,730 shares; 2025Q4: 3,405 shares 3,405 $344K 0.01% +675 Timeline RPAR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,699 shares; 2024Q4: 15,704 shares; 2025Q1: 16,819 shares; 2025Q2: 16,150 shares; 2025Q3: 16,111 shares; 2025Q4: 16,002 shares 16,002 $343K 0.01% -109 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: 3,937 shares; 2024Q4: 1,272 shares; 2025Q1: 1,273 shares; 2025Q2: 1,310 shares; 2025Q3: 1,260 shares; 2025Q4: 1,225 shares 1,225 $342K 0.01% -35 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 712 shares; 2025Q1: 727 shares; 2025Q2: 737 shares; 2025Q3: 719 shares; 2025Q4: 665 shares 665 $340K 0.01% -54 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,586 shares 6,586 $337K 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,969 shares; 2024Q4: 7,089 shares; 2025Q1: 6,121 shares; 2025Q2: 6,091 shares; 2025Q3: 6,064 shares; 2025Q4: 6,268 shares 6,268 $334K 0.01% +204 Timeline IYE 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: 4,319 shares; 2025Q2: not reported; 2025Q3: 5,448 shares; 2025Q4: 7,007 shares 7,007 $333K 0.01% +1,559 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: 4,521 shares; 2025Q3: 4,711 shares; 2025Q4: 4,936 shares 4,936 $332K 0.01% +225 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: 1,377 shares; 2024Q4: 1,400 shares; 2025Q1: 1,273 shares; 2025Q2: 1,293 shares; 2025Q3: 911 shares; 2025Q4: 848 shares 848 $330K 0.01% -63 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale 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: 4,985 shares 4,985 $326K 0.01% new 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: not reported; 2025Q4: 6,767 shares 6,767 $326K 0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,082 shares; 2024Q4: 9,052 shares; 2025Q1: 9,426 shares; 2025Q2: 9,428 shares; 2025Q3: 9,430 shares; 2025Q4: 8,960 shares 8,960 $325K 0.01% -470 Timeline BITF BITFARMS LTD More: the full row for BITFARMS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,550 shares; 2024Q4: 253,050 shares; 2025Q1: 122,300 shares; 2025Q2: 121,700 shares; 2025Q3: 233,400 shares; 2025Q4: 137,825 shares 137,825 $324K 0.01% -95,575 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,463 shares; 2024Q4: 14,452 shares; 2025Q1: 14,586 shares; 2025Q2: 14,103 shares; 2025Q3: 14,012 shares; 2025Q4: 13,955 shares 13,955 $322K 0.01% -57 Timeline IHI 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: 6,436 shares; 2024Q4: 6,268 shares; 2025Q1: 6,376 shares; 2025Q2: 6,888 shares; 2025Q3: 5,378 shares; 2025Q4: 5,168 shares 5,168 $321K 0.01% -210 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,555 shares; 2024Q4: 4,835 shares; 2025Q1: 4,545 shares; 2025Q2: 5,200 shares; 2025Q3: 6,462 shares; 2025Q4: 1,979 shares 1,979 $321K 0.01% -4,483 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,549 shares; 2025Q3: 14,667 shares; 2025Q4: 11,215 shares 11,215 $319K 0.01% -3,452 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,105 shares; 2024Q4: 10,837 shares; 2025Q1: 14,009 shares; 2025Q2: 10,409 shares; 2025Q3: 11,476 shares; 2025Q4: 11,103 shares 11,103 $316K 0.01% -373 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,427 shares; 2025Q3: 3,802 shares; 2025Q4: 4,385 shares 4,385 $315K 0.01% +583 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: 4,732 shares; 2024Q4: 2,711 shares; 2025Q1: 1,842 shares; 2025Q2: 1,653 shares; 2025Q3: 1,588 shares; 2025Q4: 1,618 shares 1,618 $313K 0.01% +30 Timeline RACE FERRARI N V More: the full row for FERRARI 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: 1,157 shares; 2025Q2: 948 shares; 2025Q3: 1,087 shares; 2025Q4: 845 shares 845 $312K 0.01% -242 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,451 shares; 2025Q4: 13,896 shares 13,896 $312K 0.01% -1,555 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: 5,078 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,144 shares; 2025Q4: 1,121 shares 1,121 $309K 0.01% -23 Timeline PIZ 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: 4,799 shares; 2025Q4: 6,283 shares 6,283 $308K 0.01% +1,484 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,680 shares; 2024Q4: 20,025 shares; 2025Q1: 20,691 shares; 2025Q2: 17,856 shares; 2025Q3: 17,823 shares; 2025Q4: 16,026 shares 16,026 $307K 0.01% -1,797 Timeline TBLL 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: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares 2,900 $306K 0.01% 0 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: 3,901 shares; 2024Q4: 3,150 shares; 2025Q1: 1,612 shares; 2025Q2: 1,238 shares; 2025Q3: 1,182 shares; 2025Q4: 978 shares 978 $306K 0.01% -204 Timeline CPS COOPER-STANDARD HOLDINGS INC More: the full row for COOPER-STANDARD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,144 shares; 2025Q1: 16,894 shares; 2025Q2: 13,744 shares; 2025Q3: 9,494 shares; 2025Q4: 9,194 shares 9,194 $302K 0.01% -300 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE 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: 1,868 shares; 2025Q4: 1,868 shares 1,868 $300K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,321 shares; 2024Q4: 3,317 shares; 2025Q1: 3,649 shares; 2025Q2: 3,015 shares; 2025Q3: 3,135 shares; 2025Q4: 2,827 shares 2,827 $298K 0.01% -308 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,513 shares; 2025Q4: 1,507 shares 1,507 $297K 0.01% -6 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: 4,525 shares; 2024Q4: 4,373 shares; 2025Q1: 4,121 shares; 2025Q2: 4,028 shares; 2025Q3: 4,033 shares; 2025Q4: 3,993 shares 3,993 $294K 0.01% -40 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,157 shares; 2025Q3: 12,179 shares; 2025Q4: 7,794 shares 7,794 $294K 0.01% -4,385 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 2,410 shares; 2025Q1: 2,445 shares; 2025Q2: 2,445 shares; 2025Q3: 2,445 shares; 2025Q4: 2,445 shares 2,445 $293K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,764 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,900 shares; 2025Q3: 2,372 shares; 2025Q4: 2,449 shares 2,449 $293K 0.01% +77 Timeline IYK 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: 4,372 shares; 2025Q3: 4,305 shares; 2025Q4: 4,377 shares 4,377 $293K 0.01% +72 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,901 shares; 2025Q1: 2,379 shares; 2025Q2: 1,953 shares; 2025Q3: 2,176 shares; 2025Q4: 1,973 shares 1,973 $292K 0.01% -203 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,996 shares; 2025Q1: 5,390 shares; 2025Q2: 4,911 shares; 2025Q3: 5,156 shares; 2025Q4: 4,847 shares 4,847 $291K 0.01% -309 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: 2,928 shares; 2025Q4: 2,916 shares 2,916 $291K 0.01% -12 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,900 shares; 2025Q1: 16,972 shares; 2025Q2: 16,819 shares; 2025Q3: 13,557 shares; 2025Q4: 12,107 shares 12,107 $291K 0.01% -1,450 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: 39,038 shares; 2024Q4: 31,587 shares; 2025Q1: 22,190 shares; 2025Q2: 21,744 shares; 2025Q3: 20,273 shares; 2025Q4: 22,146 shares 22,146 $291K 0.01% +1,873 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: 1,917 shares; 2024Q4: 1,891 shares; 2025Q1: 1,765 shares; 2025Q2: 1,733 shares; 2025Q3: 1,710 shares; 2025Q4: 1,793 shares 1,793 $291K 0.01% +83 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: 22,184 shares; 2024Q4: 12,942 shares; 2025Q1: 4,625 shares; 2025Q2: 3,027 shares; 2025Q3: 3,095 shares; 2025Q4: 2,836 shares 2,836 $290K 0.01% -259 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,373 shares; 2024Q4: 5,922 shares; 2025Q1: 6,071 shares; 2025Q2: 5,923 shares; 2025Q3: 6,031 shares; 2025Q4: 6,355 shares 6,355 $289K 0.01% +324 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,422 shares; 2025Q3: 6,422 shares; 2025Q4: 7,291 shares 7,291 $289K 0.01% +869 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: 3,427 shares; 2024Q4: 3,286 shares; 2025Q1: 3,148 shares; 2025Q2: 3,082 shares; 2025Q3: 3,408 shares; 2025Q4: 998 shares 998 $288K 0.01% -2,410 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,148 shares; 2024Q4: 14,203 shares; 2025Q1: 14,148 shares; 2025Q2: 14,153 shares; 2025Q3: 14,150 shares; 2025Q4: 6,889 shares 6,889 $288K 0.01% -7,261 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,075 shares; 2025Q3: 7,579 shares; 2025Q4: 7,544 shares 7,544 $288K 0.01% -35 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: 18,894 shares; 2024Q4: 17,498 shares; 2025Q1: 15,625 shares; 2025Q2: 16,725 shares; 2025Q3: 15,012 shares; 2025Q4: 11,134 shares 11,134 $287K 0.01% -3,878 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,209 shares; 2024Q4: 17,512 shares; 2025Q1: 9,205 shares; 2025Q2: not reported; 2025Q3: 9,241 shares; 2025Q4: 8,785 shares 8,785 $285K 0.01% -456 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,189 shares; 2024Q4: 43,055 shares; 2025Q1: 53,110 shares; 2025Q2: 15,981 shares; 2025Q3: 15,005 shares; 2025Q4: 14,555 shares 14,555 $285K 0.01% -450 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,474 shares; 2024Q4: 56,474 shares; 2025Q1: 56,474 shares; 2025Q2: 56,474 shares; 2025Q3: 56,474 shares; 2025Q4: 56,474 shares 56,474 $283K 0.01% 0 Timeline DFAE 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: 8,195 shares; 2025Q3: 8,800 shares; 2025Q4: 8,660 shares 8,660 $282K 0.01% -140 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: 25,359 shares; 2024Q4: 22,838 shares; 2025Q1: 14,450 shares; 2025Q2: 12,924 shares; 2025Q3: 12,215 shares; 2025Q4: 7,619 shares 7,619 $282K 0.01% -4,596 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: 2,381 shares; 2024Q4: 2,028 shares; 2025Q1: 1,845 shares; 2025Q2: 1,869 shares; 2025Q3: 2,041 shares; 2025Q4: 1,516 shares 1,516 $281K 0.01% -525 Timeline HDMV 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: 15,658 shares; 2024Q4: 15,238 shares; 2025Q1: 8,181 shares; 2025Q2: not reported; 2025Q3: 8,016 shares; 2025Q4: 7,955 shares 7,955 $281K 0.01% -61 Timeline AVMV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,934 shares 3,934 $280K 0.01% new 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: 4,894 shares; 2024Q4: 3,240 shares; 2025Q1: 3,181 shares; 2025Q2: 3,152 shares; 2025Q3: 3,346 shares; 2025Q4: 2,541 shares 2,541 $279K 0.01% -805 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,927 shares 7,927 $279K 0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 874 shares; 2025Q2: 866 shares; 2025Q3: 1,012 shares; 2025Q4: 960 shares 960 $279K 0.01% -52 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 418 shares; 2025Q3: 441 shares; 2025Q4: 360 shares 360 $278K 0.01% -81 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 798 shares; 2025Q3: 999 shares; 2025Q4: 961 shares 961 $278K 0.01% -38 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 1,553 shares; 2025Q1: 1,403 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares 1,350 $277K 0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,522 shares; 2025Q3: 2,629 shares; 2025Q4: 2,629 shares 2,629 $275K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,687 shares 4,687 $275K 0.01% new Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale 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: 6,218 shares 6,218 $274K 0.01% new 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: 145,266 shares; 2024Q4: 143,695 shares; 2025Q1: 69,394 shares; 2025Q2: 24,386 shares; 2025Q3: 16,421 shares; 2025Q4: 10,306 shares 10,306 $273K 0.01% -6,115 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,365 shares; 2025Q1: not reported; 2025Q2: 2,365 shares; 2025Q3: 2,552 shares; 2025Q4: 2,551 shares 2,551 $272K 0.01% -1 Timeline VMBS 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: not reported; 2025Q3: 4,673 shares; 2025Q4: 5,726 shares 5,726 $270K 0.01% +1,053 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 2,074 shares; 2025Q1: 2,079 shares; 2025Q2: 2,082 shares; 2025Q3: 2,086 shares; 2025Q4: 2,090 shares 2,090 $269K 0.01% +4 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,743 shares 10,743 $266K 0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT 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: 1,666 shares; 2025Q4: 1,832 shares 1,832 $265K 0.01% +166 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: 9,152 shares; 2024Q4: 9,520 shares; 2025Q1: 8,031 shares; 2025Q2: not reported; 2025Q3: 7,756 shares; 2025Q4: 7,619 shares 7,619 $265K 0.01% -137 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: 3,799 shares; 2024Q4: 3,572 shares; 2025Q1: 3,572 shares; 2025Q2: 3,564 shares; 2025Q3: 3,471 shares; 2025Q4: 3,325 shares 3,325 $264K 0.01% -146 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: not reported; 2025Q1: 2,038 shares; 2025Q2: 2,044 shares; 2025Q3: 2,442 shares; 2025Q4: 2,640 shares 2,640 $262K 0.01% +198 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 4,280 shares 4,280 $262K 0.01% new 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: 564 shares; 2024Q4: not reported; 2025Q1: 578 shares; 2025Q2: 669 shares; 2025Q3: 775 shares; 2025Q4: 746 shares 746 $262K 0.01% -29 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: 1,317 shares; 2025Q1: 1,044 shares; 2025Q2: 1,004 shares; 2025Q3: 1,005 shares; 2025Q4: 942 shares 942 $261K 0.01% -63 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: 1,780 shares; 2024Q4: 1,695 shares; 2025Q1: 1,645 shares; 2025Q2: 1,681 shares; 2025Q3: 1,571 shares; 2025Q4: 1,571 shares 1,571 $260K 0.01% 0 Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,116 shares; 2024Q4: 17,628 shares; 2025Q1: 9,873 shares; 2025Q2: not reported; 2025Q3: 9,794 shares; 2025Q4: 9,122 shares 9,122 $260K 0.01% -672 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,410 shares; 2025Q3: 5,410 shares; 2025Q4: 4,760 shares 4,760 $259K 0.01% -650 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,567 shares; 2025Q1: not reported; 2025Q2: 5,344 shares; 2025Q3: 5,232 shares; 2025Q4: 5,695 shares 5,695 $258K 0.01% +463 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,662 shares; 2025Q1: 3,483 shares; 2025Q2: 3,461 shares; 2025Q3: 3,479 shares; 2025Q4: 3,500 shares 3,500 $257K 0.01% +21 Timeline EMBX VANECK FDS More: the full row for VANECK 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: 5,073 shares 5,073 $257K 0.01% new 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: 16,754 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,030 shares; 2025Q4: 2,093 shares 2,093 $255K 0.01% +63 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,209 shares; 2025Q1: 1,294 shares; 2025Q2: 1,221 shares; 2025Q3: 1,311 shares; 2025Q4: 1,313 shares 1,313 $255K 0.01% +2 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES 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: 11,056 shares; 2025Q3: not reported; 2025Q4: 10,991 shares 10,991 $255K 0.01% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 5,039 shares; 2025Q1: 5,202 shares; 2025Q2: 5,779 shares; 2025Q3: 2,312 shares; 2025Q4: 2,306 shares 2,306 $254K 0.01% -6 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,644 shares; 2024Q4: 2,644 shares; 2025Q1: 2,644 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,960 shares 1,960 $253K 0.01% +10 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 1,667 shares; 2025Q1: 1,823 shares; 2025Q2: 1,573 shares; 2025Q3: 1,587 shares; 2025Q4: 1,553 shares 1,553 $253K 0.01% -34 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 3,822 shares; 2025Q1: 2,929 shares; 2025Q2: 2,823 shares; 2025Q3: 2,715 shares; 2025Q4: 3,142 shares 3,142 $252K 0.01% +427 Timeline WTV 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: 4,965 shares; 2025Q2: 3,699 shares; 2025Q3: 3,124 shares; 2025Q4: 2,682 shares 2,682 $250K 0.01% -442 Timeline IBTM 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: 12,456 shares; 2025Q4: 10,814 shares 10,814 $250K 0.01% -1,642 Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,413 shares; 2025Q3: 13,840 shares; 2025Q4: 10,192 shares 10,192 $248K 0.01% -3,648 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,072 shares; 2024Q4: 2,483 shares; 2025Q1: 2,343 shares; 2025Q2: 1,694 shares; 2025Q3: 1,869 shares; 2025Q4: 1,809 shares 1,809 $247K 0.01% -60 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,060 shares; 2025Q1: 854 shares; 2025Q2: 704 shares; 2025Q3: 1,025 shares; 2025Q4: 888 shares 888 $245K 0.01% -137 Timeline DYLD TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,804 shares; 2024Q4: 27,937 shares; 2025Q1: 24,562 shares; 2025Q2: 24,568 shares; 2025Q3: 16,949 shares; 2025Q4: 10,802 shares 10,802 $244K 0.01% -6,147 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,015 shares; 2025Q1: 31,815 shares; 2025Q2: 49,765 shares; 2025Q3: 59,529 shares; 2025Q4: 68,504 shares 68,504 $244K 0.01% +8,975 Timeline BSCV 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: 14,625 shares; 2024Q4: 14,801 shares; 2025Q1: 14,059 shares; 2025Q2: 14,420 shares; 2025Q3: 14,441 shares; 2025Q4: 14,606 shares 14,606 $244K 0.01% +165 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: not reported; 2024Q4: 23,346 shares; 2025Q1: 23,408 shares; 2025Q2: 24,003 shares; 2025Q3: 16,312 shares; 2025Q4: 6,520 shares 6,520 $244K 0.01% -9,792 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,461 shares; 2024Q4: 12,522 shares; 2025Q1: 10,124 shares; 2025Q2: 10,760 shares; 2025Q3: 12,484 shares; 2025Q4: 12,702 shares 12,702 $244K 0.01% +218 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,407 shares 8,407 $242K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 416 shares; 2025Q2: 290 shares; 2025Q3: 278 shares; 2025Q4: 298 shares 298 $241K 0.01% +20 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,088 shares; 2025Q4: 3,096 shares 3,096 $241K 0.01% +8 Timeline VPU 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: 1,352 shares; 2024Q4: 1,352 shares; 2025Q1: 1,369 shares; 2025Q2: 1,219 shares; 2025Q3: 1,305 shares; 2025Q4: 1,296 shares 1,296 $240K 0.01% -9 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: not reported; 2024Q4: not reported; 2025Q1: 866 shares; 2025Q2: 845 shares; 2025Q3: 823 shares; 2025Q4: 709 shares 709 $240K 0.01% -114 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: 269 shares; 2024Q4: 397 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 254 shares; 2025Q4: 264 shares 264 $239K 0.01% +10 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL 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: 2,669 shares; 2025Q2: 2,666 shares; 2025Q3: 2,758 shares; 2025Q4: 2,691 shares 2,691 $237K 0.01% -67 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,170 shares; 2024Q4: 5,352 shares; 2025Q1: 5,282 shares; 2025Q2: 5,283 shares; 2025Q3: 5,285 shares; 2025Q4: 5,289 shares 5,289 $237K 0.01% +4 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: 5,281 shares; 2024Q4: 5,281 shares; 2025Q1: 661 shares; 2025Q2: 621 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $236K 0.01% 0 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,115 shares; 2024Q4: 185,815 shares; 2025Q1: 172,415 shares; 2025Q2: 139,415 shares; 2025Q3: 115,910 shares; 2025Q4: 32,310 shares 32,310 $236K 0.01% -83,600 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: not reported; 2024Q4: 1,069 shares; 2025Q1: not reported; 2025Q2: 1,079 shares; 2025Q3: 1,120 shares; 2025Q4: 1,129 shares 1,129 $236K 0.01% +9 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,639 shares; 2024Q4: 5,677 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,122 shares; 2025Q4: 5,286 shares 5,286 $234K 0.01% +164 Timeline MSFO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,150 shares; 2025Q4: 15,150 shares 15,150 $234K 0.01% -1,000 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: 56 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 69 shares 69 $234K 0.01% -30 Timeline SCHF 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: 4,872 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,348 shares; 2025Q4: 9,667 shares 9,667 $232K 0.01% -681 Timeline BIV 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: 3,685 shares; 2024Q4: 3,717 shares; 2025Q1: 3,885 shares; 2025Q2: 3,237 shares; 2025Q3: 3,803 shares; 2025Q4: 2,963 shares 2,963 $231K 0.01% -840 Timeline ARKQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,231 shares; 2025Q4: 2,012 shares 2,012 $231K 0.01% -1,219 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,262 shares 3,262 $226K 0.01% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,363 shares; 2024Q4: 16,248 shares; 2025Q1: 14,924 shares; 2025Q2: not reported; 2025Q3: 4,314 shares; 2025Q4: 5,278 shares 5,278 $226K 0.01% +964 Timeline DERM JOURNEY MED CORP More: the full row for JOURNEY MED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,481 shares; 2024Q4: 29,981 shares; 2025Q1: 36,854 shares; 2025Q2: 32,854 shares; 2025Q3: 28,571 shares; 2025Q4: 29,071 shares 29,071 $224K 0.01% +500 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,651 shares; 2025Q3: 11,150 shares; 2025Q4: 12,668 shares 12,668 $224K 0.01% +1,518 Timeline IJT 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: 1,693 shares; 2025Q3: 1,600 shares; 2025Q4: 1,579 shares 1,579 $223K 0.01% -21 Timeline FNDX 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: 9,188 shares; 2025Q4: 8,191 shares 8,191 $223K 0.01% -997 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME 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: 7,964 shares; 2025Q3: 7,994 shares; 2025Q4: 8,023 shares 8,023 $223K 0.01% +29 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: not reported; 2024Q4: 7,032 shares; 2025Q1: 13,300 shares; 2025Q2: 4,558 shares; 2025Q3: 2,198 shares; 2025Q4: 1,091 shares 1,091 $222K 0.01% -1,107 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,694 shares; 2024Q4: 16,229 shares; 2025Q1: 3,228 shares; 2025Q2: 2,981 shares; 2025Q3: 1,932 shares; 2025Q4: 1,934 shares 1,934 $220K 0.01% +2 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,524 shares 4,524 $220K 0.01% new Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,462 shares; 2025Q1: 4,332 shares; 2025Q2: 4,332 shares; 2025Q3: 4,332 shares; 2025Q4: 4,332 shares 4,332 $220K 0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 911 shares 911 $220K 0.01% new Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,790 shares; 2025Q1: 4,648 shares; 2025Q2: 4,648 shares; 2025Q3: 4,648 shares; 2025Q4: 4,648 shares 4,648 $220K 0.01% 0 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: 14,260 shares; 2025Q4: 19,054 shares 19,054 $219K 0.01% +4,794 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: 10,421 shares; 2024Q4: 10,118 shares; 2025Q1: 9,133 shares; 2025Q2: 8,628 shares; 2025Q3: 2,997 shares; 2025Q4: 3,264 shares 3,264 $219K 0.01% +267 Timeline KURA KURA ONCOLOGY INC More: the full row for KURA ONCOLOGY 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: 21,050 shares 21,050 $219K 0.01% new Timeline NETL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,214 shares 9,214 $219K 0.01% new Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,803 shares 4,803 $218K 0.01% new Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,514 shares; 2024Q4: 4,506 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,482 shares; 2025Q4: 2,339 shares 2,339 $217K 0.01% -143 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,740 shares 5,740 $217K 0.01% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: not reported; 2025Q1: 2,875 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,343 shares 2,343 $215K 0.01% new Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,892 shares 5,892 $214K 0.01% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,844 shares; 2025Q3: 16,818 shares; 2025Q4: 16,163 shares 16,163 $214K 0.01% -655 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,060 shares; 2025Q1: not reported; 2025Q2: 1,922 shares; 2025Q3: 1,920 shares; 2025Q4: 1,785 shares 1,785 $214K 0.01% -135 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: 6,420 shares; 2024Q4: 7,195 shares; 2025Q1: 6,909 shares; 2025Q2: 6,363 shares; 2025Q3: 5,064 shares; 2025Q4: 2,576 shares 2,576 $213K 0.01% -2,488 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: not reported; 2025Q3: not reported; 2025Q4: 2,290 shares 2,290 $211K 0.01% new 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: not reported; 2024Q4: 3,105 shares; 2025Q1: 3,044 shares; 2025Q2: 3,229 shares; 2025Q3: 3,691 shares; 2025Q4: 920 shares 920 $209K 0.01% -2,771 Timeline REET 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: 8,342 shares 8,342 $208K 0.01% new Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100 $208K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,388 shares; 2025Q3: 11,555 shares; 2025Q4: 11,974 shares 11,974 $208K 0.01% +419 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,546 shares; 2025Q4: 3,986 shares 3,986 $207K 0.01% -560 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: 2,786 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,295 shares 2,295 $207K 0.01% new Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,384 shares 5,384 $206K 0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX 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: 3,405 shares 3,405 $206K 0.01% new Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG 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: 5,325 shares 5,325 $205K 0.01% new Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,076 shares; 2024Q4: 25,168 shares; 2025Q1: 6,190 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,937 shares 2,937 $204K 0.01% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,827 shares; 2025Q1: 13,005 shares; 2025Q2: 9,181 shares; 2025Q3: 8,881 shares; 2025Q4: 8,180 shares 8,180 $204K 0.01% -701 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,200 shares; 2024Q4: 7,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: not reported; 2025Q4: 4,700 shares 4,700 $204K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,357 shares; 2025Q3: 1,354 shares; 2025Q4: 1,252 shares 1,252 $204K 0.01% -102 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,938 shares; 2025Q2: 5,396 shares; 2025Q3: 6,360 shares; 2025Q4: 4,935 shares 4,935 $203K 0.01% -1,425 Timeline PSCT 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: 5,833 shares; 2024Q4: 8,681 shares; 2025Q1: 7,501 shares; 2025Q2: 5,383 shares; 2025Q3: 5,993 shares; 2025Q4: 3,583 shares 3,583 $203K 0.01% -2,410 Timeline IG PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: 11,950 shares; 2025Q3: not reported; 2025Q4: 9,708 shares 9,708 $203K 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,564 shares 2,564 $202K 0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale 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: 946 shares 946 $202K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,117 shares; 2025Q4: 1,033 shares 1,033 $201K 0.01% -84 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,790 shares; 2025Q1: 2,614 shares; 2025Q2: 2,352 shares; 2025Q3: 2,354 shares; 2025Q4: 2,010 shares 2,010 $200K 0.01% -344 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,369 shares; 2024Q4: 10,383 shares; 2025Q1: 10,940 shares; 2025Q2: 10,481 shares; 2025Q3: 10,504 shares; 2025Q4: 10,462 shares 10,462 $191K 0.01% -42 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: 48,281 shares; 2024Q4: 54,340 shares; 2025Q1: 46,185 shares; 2025Q2: 39,996 shares; 2025Q3: 53,759 shares; 2025Q4: 20,870 shares 20,870 $187K 0.01% -32,889 Timeline QUIK QUICKLOGIC CORP More: the full row for QUICKLOGIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,343 shares; 2024Q4: 14,993 shares; 2025Q1: 16,343 shares; 2025Q2: 18,343 shares; 2025Q3: 28,243 shares; 2025Q4: 28,742 shares 28,742 $173K 0.01% +499 Timeline NOV NOV INC More: the full row for NOV 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: 10,700 shares 10,700 $167K 0.01% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,880 shares; 2024Q4: 16,880 shares; 2025Q1: 16,880 shares; 2025Q2: 16,880 shares; 2025Q3: 16,880 shares; 2025Q4: 16,780 shares 16,780 $160K 0.01% -100 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: 27,089 shares; 2024Q4: 25,892 shares; 2025Q1: 16,686 shares; 2025Q2: 15,287 shares; 2025Q3: 12,406 shares; 2025Q4: 11,760 shares 11,760 $132K <0.01% -646 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,844 shares; 2024Q4: 13,903 shares; 2025Q1: 13,961 shares; 2025Q2: 14,024 shares; 2025Q3: 14,087 shares; 2025Q4: 14,154 shares 14,154 $120K <0.01% +67 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,598 shares; 2024Q4: 10,457 shares; 2025Q1: 10,957 shares; 2025Q2: 10,031 shares; 2025Q3: 10,031 shares; 2025Q4: 10,031 shares 10,031 $119K <0.01% 0 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,050 shares; 2025Q3: 135,550 shares; 2025Q4: 21,500 shares 21,500 $107K <0.01% -114,050 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,321 shares; 2024Q4: 10,321 shares; 2025Q1: 10,321 shares; 2025Q2: 10,300 shares; 2025Q3: 10,050 shares; 2025Q4: 10,050 shares 10,050 $102K <0.01% 0 Timeline CAN CANAAN INC More: the full row for CANAAN 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: 144,750 shares 144,750 $99.9K <0.01% new Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,750 shares; 2024Q4: 24,650 shares; 2025Q1: 24,650 shares; 2025Q2: 24,650 shares; 2025Q3: 24,650 shares; 2025Q4: 23,900 shares 23,900 $99.4K <0.01% -750 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,536 shares; 2024Q4: 11,240 shares; 2025Q1: 11,240 shares; 2025Q2: 11,240 shares; 2025Q3: 11,240 shares; 2025Q4: 11,090 shares 11,090 $97.8K <0.01% -150 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,513 shares; 2024Q4: 14,513 shares; 2025Q1: 14,513 shares; 2025Q2: 14,513 shares; 2025Q3: 14,513 shares; 2025Q4: 14,413 shares 14,413 $84.7K <0.01% -100 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 13,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares 10,500 $83.3K <0.01% 0 Timeline GHI GREYSTONE HOUSING IMPACT INV More: the full row for GREYSTONE HOUSING IMPACT INV Quarterly shares; oldest to newest; scale 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: 10,293 shares 10,293 $70.9K <0.01% new Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,072 shares; 2024Q4: 11,431 shares; 2025Q1: 11,431 shares; 2025Q2: 11,731 shares; 2025Q3: 13,231 shares; 2025Q4: 11,193 shares 11,193 $57.1K <0.01% -2,038 Timeline GOSS GOSSAMER BIO INC More: the full row for GOSSAMER BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,170 shares 14,170 $43.9K <0.01% new Timeline RR RICHTECH ROBOTICS INC More: the full row for RICHTECH ROBOTICS 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: 29,954 shares; 2025Q4: 12,704 shares 12,704 $41K <0.01% -17,250 Timeline BTBT BIT DIGITAL INC More: the full row for BIT DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,100 shares; 2025Q1: 16,000 shares; 2025Q2: 60,000 shares; 2025Q3: 91,550 shares; 2025Q4: 19,735 shares 19,735 $37.3K <0.01% -71,815 Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $36.5K <0.01% 0 Timeline CHMI CHERRY HILL MTG INVT CORP More: the full row for CHERRY HILL MTG INVT 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: 83,000 shares; 2025Q3: 16,135 shares; 2025Q4: 12,649 shares 12,649 $32.3K <0.01% -3,486 Timeline HIVE HIVE DIGITAL TECHNOLOGIES LT More: the full row for HIVE DIGITAL TECHNOLOGIES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,025 shares; 2024Q4: 30,025 shares; 2025Q1: 36,084 shares; 2025Q2: 17,084 shares; 2025Q3: 15,384 shares; 2025Q4: 11,084 shares 11,084 $28.6K <0.01% -4,300 Timeline ATYR ATYR PHARMA INC More: the full row for ATYR PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,800 shares; 2025Q3: 13,300 shares; 2025Q4: 11,300 shares 11,300 $8.85K <0.01% -2,000 Timeline