NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,716 shares; 2024Q4: 80,242 shares; 2025Q1: 300,695 shares; 2025Q2: 121,238 shares; 2025Q3: 123,142 shares; 2025Q4: 124,250 shares 124,250 $23.2M 6.63% +1,108 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,613 shares; 2024Q4: 53,062 shares; 2025Q1: 113,190 shares; 2025Q2: 63,225 shares; 2025Q3: 66,066 shares; 2025Q4: 67,139 shares 67,139 $18.3M 5.22% +1,073 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,729 shares; 2024Q4: 100,228 shares; 2025Q1: 305,384 shares; 2025Q2: 92,433 shares; 2025Q3: 102,556 shares; 2025Q4: 106,256 shares 106,256 $12.8M 3.66% +3,700 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,693 shares; 2024Q4: 35,041 shares; 2025Q1: 111,389 shares; 2025Q2: 45,394 shares; 2025Q3: 46,487 shares; 2025Q4: 46,184 shares 46,184 $10.7M 3.05% -303 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,246 shares; 2024Q4: 6,286 shares; 2025Q1: 127,650 shares; 2025Q2: 69,363 shares; 2025Q3: 84,572 shares; 2025Q4: 103,216 shares 103,216 $8.64M 2.47% +18,644 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,017 shares; 2024Q4: 110,187 shares; 2025Q1: 316,909 shares; 2025Q2: 111,549 shares; 2025Q3: 126,667 shares; 2025Q4: 131,486 shares 131,486 $7.53M 2.15% +4,819 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,296 shares; 2024Q4: 59,839 shares; 2025Q1: 117,890 shares; 2025Q2: 51,104 shares; 2025Q3: 62,832 shares; 2025Q4: 75,110 shares 75,110 $7.5M 2.15% +12,278 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,426 shares; 2024Q4: 10,239 shares; 2025Q1: 29,049 shares; 2025Q2: 12,063 shares; 2025Q3: 14,277 shares; 2025Q4: 13,190 shares 13,190 $6.63M 1.9% -1,087 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,065 shares; 2024Q4: 10,027 shares; 2025Q1: 30,430 shares; 2025Q2: 10,599 shares; 2025Q3: 10,445 shares; 2025Q4: 10,523 shares 10,523 $6.6M 1.89% +78 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,372 shares; 2024Q4: 14,894 shares; 2025Q1: 51,268 shares; 2025Q2: 19,773 shares; 2025Q3: 20,491 shares; 2025Q4: 20,691 shares 20,691 $6.48M 1.85% +200 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,975 shares; 2025Q1: 27,642 shares; 2025Q2: 9,873 shares; 2025Q3: 10,429 shares; 2025Q4: 10,464 shares 10,464 $6.43M 1.84% +35 Timeline SJNK 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: 108,076 shares; 2024Q4: 100,622 shares; 2025Q1: 365,884 shares; 2025Q2: 174,966 shares; 2025Q3: 214,523 shares; 2025Q4: 236,032 shares 236,032 $5.98M 1.71% +21,509 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,670 shares; 2024Q4: 7,607 shares; 2025Q1: 29,781 shares; 2025Q2: 12,859 shares; 2025Q3: 12,144 shares; 2025Q4: 12,111 shares 12,111 $5.45M 1.56% -33 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,964 shares; 2024Q4: 5,074 shares; 2025Q1: 19,011 shares; 2025Q2: 9,882 shares; 2025Q3: 11,786 shares; 2025Q4: 10,529 shares 10,529 $5.09M 1.46% -1,257 Timeline DXIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,077 shares 97,077 $4.84M 1.39% new Timeline MKTN FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 215,468 shares 215,468 $4.59M 1.31% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,765 shares; 2025Q1: 11,502 shares; 2025Q2: 4,825 shares; 2025Q3: 6,837 shares; 2025Q4: 6,065 shares 6,065 $4M 1.14% -772 Timeline RDVY 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: 74,381 shares; 2024Q4: 73,106 shares; 2025Q1: 211,714 shares; 2025Q2: 65,222 shares; 2025Q3: 60,653 shares; 2025Q4: 55,761 shares 55,761 $3.87M 1.11% -4,892 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,788 shares; 2024Q4: 46,408 shares; 2025Q1: 148,285 shares; 2025Q2: 72,545 shares; 2025Q3: 79,225 shares; 2025Q4: 82,804 shares 82,804 $3.4M 0.97% +3,579 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,285 shares; 2024Q4: 992 shares; 2025Q1: 3,114 shares; 2025Q2: 2,955 shares; 2025Q3: 3,125 shares; 2025Q4: 2,819 shares 2,819 $3.03M 0.87% -306 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,662 shares; 2024Q4: 35,754 shares; 2025Q1: 118,773 shares; 2025Q2: 42,082 shares; 2025Q3: 43,238 shares; 2025Q4: 42,300 shares 42,300 $3.02M 0.86% -938 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,003 shares; 2024Q4: 5,124 shares; 2025Q1: 14,890 shares; 2025Q2: 6,948 shares; 2025Q3: 7,619 shares; 2025Q4: 8,940 shares 8,940 $3M 0.86% +1,321 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,083 shares; 2024Q4: 28,335 shares; 2025Q1: 93,887 shares; 2025Q2: 38,860 shares; 2025Q3: 49,166 shares; 2025Q4: 51,128 shares 51,128 $2.97M 0.85% +1,962 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 3,974 shares; 2025Q1: 13,172 shares; 2025Q2: 5,279 shares; 2025Q3: 6,719 shares; 2025Q4: 7,321 shares 7,321 $2.9M 0.83% +602 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,849 shares; 2024Q4: 88,726 shares; 2025Q1: 221,891 shares; 2025Q2: 68,518 shares; 2025Q3: 90,477 shares; 2025Q4: 92,556 shares 92,556 $2.87M 0.82% +2,079 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,171 shares; 2024Q4: 10,754 shares; 2025Q1: 49,103 shares; 2025Q2: 16,934 shares; 2025Q3: 16,485 shares; 2025Q4: 16,028 shares 16,028 $2.85M 0.81% -457 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,704 shares; 2024Q4: 5,130 shares; 2025Q1: 14,710 shares; 2025Q2: 9,363 shares; 2025Q3: 10,087 shares; 2025Q4: 9,205 shares 9,205 $2.84M 0.81% -882 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,020 shares; 2025Q3: 12,044 shares; 2025Q4: 9,475 shares 9,475 $2.81M 0.8% -2,569 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,829 shares; 2024Q4: 1,140 shares; 2025Q1: 3,199 shares; 2025Q2: 5,325 shares; 2025Q3: 8,322 shares; 2025Q4: 8,327 shares 8,327 $2.75M 0.79% +5 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 2,049 shares; 2025Q1: 5,444 shares; 2025Q2: 3,312 shares; 2025Q3: 3,829 shares; 2025Q4: 3,994 shares 3,994 $2.72M 0.78% +165 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,308 shares; 2024Q4: 13,615 shares; 2025Q1: 40,936 shares; 2025Q2: 23,609 shares; 2025Q3: 18,082 shares; 2025Q4: 24,074 shares 24,074 $2.68M 0.77% +5,992 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,653 shares; 2024Q4: 10,431 shares; 2025Q1: 35,947 shares; 2025Q2: 11,531 shares; 2025Q3: 10,869 shares; 2025Q4: 10,784 shares 10,784 $2.34M 0.67% -85 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,347 shares; 2025Q4: 53,451 shares 53,451 $2.34M 0.67% -896 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,687 shares; 2024Q4: 46,543 shares; 2025Q1: 144,243 shares; 2025Q2: 43,132 shares; 2025Q3: 38,846 shares; 2025Q4: 44,606 shares 44,606 $2.24M 0.64% +5,760 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,254 shares; 2025Q4: 49,196 shares 49,196 $2.21M 0.63% -58 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,180 shares; 2024Q4: 7,031 shares; 2025Q1: 19,398 shares; 2025Q2: 6,650 shares; 2025Q3: 7,025 shares; 2025Q4: 14,811 shares 14,811 $2.13M 0.61% +7,786 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,174 shares; 2025Q4: 47,655 shares 47,655 $2.06M 0.59% -519 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,629 shares; 2025Q4: 41,467 shares 41,467 $2.05M 0.59% -162 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,772 shares; 2025Q3: 3,969 shares; 2025Q4: 3,036 shares 3,036 $2.05M 0.58% -933 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,388 shares; 2024Q4: 20,257 shares; 2025Q1: 57,672 shares; 2025Q2: 20,447 shares; 2025Q3: 28,597 shares; 2025Q4: 31,116 shares 31,116 $2.02M 0.58% +2,519 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,177 shares; 2024Q4: 2,127 shares; 2025Q1: 6,081 shares; 2025Q2: 2,082 shares; 2025Q3: 9,632 shares; 2025Q4: 9,706 shares 9,706 $2M 0.57% +74 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,089 shares; 2025Q1: 4,775 shares; 2025Q2: 6,160 shares; 2025Q3: 6,307 shares; 2025Q4: 6,287 shares 6,287 $1.97M 0.56% -20 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,099 shares; 2024Q4: 6,472 shares; 2025Q1: 22,664 shares; 2025Q2: 8,103 shares; 2025Q3: 9,047 shares; 2025Q4: 9,025 shares 9,025 $1.94M 0.55% -22 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,808 shares; 2024Q4: 6,869 shares; 2025Q1: 19,735 shares; 2025Q2: 9,070 shares; 2025Q3: 9,067 shares; 2025Q4: 9,104 shares 9,104 $1.88M 0.54% +37 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,907 shares; 2024Q4: 17,704 shares; 2025Q1: 50,318 shares; 2025Q2: 22,895 shares; 2025Q3: 26,941 shares; 2025Q4: 28,515 shares 28,515 $1.84M 0.53% +1,574 Timeline AIRR 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: 18,047 shares; 2024Q4: 17,865 shares; 2025Q1: 53,595 shares; 2025Q2: 17,365 shares; 2025Q3: 17,548 shares; 2025Q4: 18,578 shares 18,578 $1.83M 0.52% +1,030 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,955 shares; 2025Q1: 272,378 shares; 2025Q2: 89,360 shares; 2025Q3: 61,103 shares; 2025Q4: 57,614 shares 57,614 $1.83M 0.52% -3,489 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,076 shares; 2025Q1: 3,160 shares; 2025Q2: 1,933 shares; 2025Q3: 2,171 shares; 2025Q4: 2,082 shares 2,082 $1.8M 0.51% -89 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,622 shares; 2024Q4: 895 shares; 2025Q1: 2,425 shares; 2025Q2: 1,739 shares; 2025Q3: 1,738 shares; 2025Q4: 17,785 shares 17,785 $1.67M 0.48% +16,047 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,059 shares; 2024Q4: 4,563 shares; 2025Q1: 11,532 shares; 2025Q2: 6,257 shares; 2025Q3: 6,869 shares; 2025Q4: 7,084 shares 7,084 $1.62M 0.46% +215 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 1,829 shares; 2025Q1: 5,343 shares; 2025Q2: 2,139 shares; 2025Q3: 2,427 shares; 2025Q4: 2,453 shares 2,453 $1.6M 0.46% +26 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,571 shares; 2024Q4: 51,843 shares; 2025Q1: 151,413 shares; 2025Q2: 51,544 shares; 2025Q3: 67,571 shares; 2025Q4: 66,312 shares 66,312 $1.55M 0.44% -1,259 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,342 shares; 2025Q4: 37,289 shares 37,289 $1.52M 0.43% -53 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,453 shares; 2024Q4: 9,121 shares; 2025Q1: 20,192 shares; 2025Q2: 7,702 shares; 2025Q3: 6,351 shares; 2025Q4: 7,674 shares 7,674 $1.47M 0.42% +1,323 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,640 shares; 2024Q4: 14,234 shares; 2025Q1: 41,787 shares; 2025Q2: 20,208 shares; 2025Q3: 26,058 shares; 2025Q4: 27,147 shares 27,147 $1.46M 0.42% +1,089 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,310 shares; 2025Q1: 48,246 shares; 2025Q2: 15,838 shares; 2025Q3: 15,777 shares; 2025Q4: 15,538 shares 15,538 $1.44M 0.41% -239 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,307 shares; 2025Q2: 13,148 shares; 2025Q3: 10,923 shares; 2025Q4: 12,663 shares 12,663 $1.43M 0.41% +1,740 Timeline MISL 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: 70,167 shares; 2025Q2: 25,589 shares; 2025Q3: 31,263 shares; 2025Q4: 30,509 shares 30,509 $1.31M 0.37% -754 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,487 shares; 2025Q4: 25,864 shares 25,864 $1.28M 0.37% +377 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 831 shares; 2025Q1: 2,556 shares; 2025Q2: 2,509 shares; 2025Q3: 2,525 shares; 2025Q4: 2,231 shares 2,231 $1.27M 0.36% -294 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,207 shares; 2024Q4: 6,510 shares; 2025Q1: 16,173 shares; 2025Q2: 8,029 shares; 2025Q3: 8,066 shares; 2025Q4: 8,198 shares 8,198 $1.25M 0.36% +132 Timeline LMBS 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: 26,785 shares; 2024Q4: 26,785 shares; 2025Q1: 80,355 shares; 2025Q2: 26,585 shares; 2025Q3: 25,487 shares; 2025Q4: 24,338 shares 24,338 $1.22M 0.35% -1,149 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,164 shares; 2024Q4: 2,504 shares; 2025Q1: 7,594 shares; 2025Q2: 3,280 shares; 2025Q3: 3,406 shares; 2025Q4: 3,468 shares 3,468 $1.22M 0.35% +62 Timeline XSD 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: 4,881 shares; 2024Q4: 4,908 shares; 2025Q1: 12,050 shares; 2025Q2: 2,332 shares; 2025Q3: 3,621 shares; 2025Q4: 3,751 shares 3,751 $1.21M 0.34% +130 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,460 shares; 2024Q4: 5,817 shares; 2025Q1: 21,258 shares; 2025Q2: 8,427 shares; 2025Q3: 8,151 shares; 2025Q4: 12,548 shares 12,548 $1.19M 0.34% +4,397 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,531 shares; 2025Q4: 30,014 shares 30,014 $1.19M 0.34% -517 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,235 shares; 2025Q1: 12,489 shares; 2025Q2: 4,403 shares; 2025Q3: 4,403 shares; 2025Q4: 4,403 shares 4,403 $1.19M 0.34% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,006 shares; 2024Q4: 16,724 shares; 2025Q1: 26,618 shares; 2025Q2: 27,364 shares; 2025Q3: 20,057 shares; 2025Q4: 14,460 shares 14,460 $1.17M 0.33% -5,597 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,091 shares; 2025Q3: 5,805 shares; 2025Q4: 6,254 shares 6,254 $1.15M 0.33% +449 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,999 shares; 2025Q1: 22,812 shares; 2025Q2: 14,328 shares; 2025Q3: 13,243 shares; 2025Q4: 12,493 shares 12,493 $1.14M 0.33% -750 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,609 shares; 2025Q2: 2,284 shares; 2025Q3: 3,048 shares; 2025Q4: 3,283 shares 3,283 $1.14M 0.32% +235 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 1,072 shares; 2025Q1: 2,775 shares; 2025Q2: 2,930 shares; 2025Q3: 3,319 shares; 2025Q4: 3,438 shares 3,438 $1.13M 0.32% +119 Timeline EWW 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: 12,285 shares; 2024Q4: 11,007 shares; 2025Q1: 32,097 shares; 2025Q2: 14,652 shares; 2025Q3: 15,391 shares; 2025Q4: 16,048 shares 16,048 $1.11M 0.32% +657 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,898 shares; 2025Q4: 23,829 shares 23,829 $1.11M 0.32% -69 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,374 shares; 2025Q4: 22,274 shares 22,274 $1.1M 0.31% -100 Timeline FV 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: 7,698 shares; 2025Q2: 17,360 shares; 2025Q3: 17,478 shares; 2025Q4: 17,251 shares 17,251 $1.09M 0.31% -227 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,115 shares; 2024Q4: 7,390 shares; 2025Q1: 52,418 shares; 2025Q2: 24,341 shares; 2025Q3: 27,680 shares; 2025Q4: 21,561 shares 21,561 $1.08M 0.31% -6,119 Timeline SAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,435 shares; 2025Q4: 41,985 shares 41,985 $1.07M 0.31% -450 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,293 shares; 2024Q4: 26,784 shares; 2025Q1: 78,613 shares; 2025Q2: 28,313 shares; 2025Q3: 27,795 shares; 2025Q4: 25,904 shares 25,904 $1.06M 0.3% -1,891 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,420 shares; 2025Q1: 7,822 shares; 2025Q2: 2,736 shares; 2025Q3: 2,696 shares; 2025Q4: 2,696 shares 2,696 $971K 0.28% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,178 shares; 2025Q3: 1,178 shares; 2025Q4: 3,999 shares 3,999 $969K 0.28% +2,821 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,837 shares; 2024Q4: 3,277 shares; 2025Q1: 2,193 shares; 2025Q2: 3,003 shares; 2025Q3: 3,006 shares; 2025Q4: 2,950 shares 2,950 $951K 0.27% -56 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,784 shares; 2025Q4: 16,784 shares 16,784 $922K 0.26% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 3,949 shares; 2025Q1: 15,777 shares; 2025Q2: 4,576 shares; 2025Q3: 3,499 shares; 2025Q4: 4,279 shares 4,279 $916K 0.26% +780 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,582 shares; 2025Q1: 7,446 shares; 2025Q2: 2,514 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares 2,594 $912K 0.26% 0 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: 2,592 shares; 2024Q4: 2,237 shares; 2025Q1: 6,703 shares; 2025Q2: 3,632 shares; 2025Q3: 4,117 shares; 2025Q4: 4,018 shares 4,018 $883K 0.25% -99 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,481 shares; 2025Q2: 9,104 shares; 2025Q3: 10,137 shares; 2025Q4: 13,922 shares 13,922 $870K 0.25% +3,785 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,887 shares; 2025Q4: 26,682 shares 26,682 $868K 0.25% -205 Timeline SVAL 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: 19,560 shares; 2024Q4: 20,438 shares; 2025Q1: 52,086 shares; 2025Q2: 18,928 shares; 2025Q3: 22,920 shares; 2025Q4: 24,943 shares 24,943 $856K 0.24% +2,023 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 666 shares; 2025Q1: 1,922 shares; 2025Q2: 1,541 shares; 2025Q3: 1,478 shares; 2025Q4: 1,246 shares 1,246 $853K 0.24% -232 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,450 shares; 2024Q4: 36,450 shares; 2025Q1: 107,850 shares; 2025Q2: 34,775 shares; 2025Q3: 31,990 shares; 2025Q4: 31,990 shares 31,990 $839K 0.24% 0 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,221 shares; 2024Q4: 28,221 shares; 2025Q1: 120,963 shares; 2025Q2: not reported; 2025Q3: 38,754 shares; 2025Q4: 36,125 shares 36,125 $839K 0.24% -2,629 Timeline FTSM 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: 13,104 shares; 2024Q4: 13,104 shares; 2025Q1: 38,304 shares; 2025Q2: 13,454 shares; 2025Q3: 13,239 shares; 2025Q4: 13,103 shares 13,103 $785K 0.22% -136 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,191 shares; 2025Q2: 4,399 shares; 2025Q3: 4,403 shares; 2025Q4: 13,327 shares 13,327 $782K 0.22% +8,924 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,029 shares; 2024Q4: 5,029 shares; 2025Q1: 15,087 shares; 2025Q2: 5,029 shares; 2025Q3: 5,029 shares; 2025Q4: 4,872 shares 4,872 $779K 0.22% -157 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: 882 shares; 2025Q1: 2,608 shares; 2025Q2: 1,484 shares; 2025Q3: 1,564 shares; 2025Q4: 1,694 shares 1,694 $768K 0.22% +130 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,800 shares; 2025Q3: 3,411 shares; 2025Q4: 2,871 shares 2,871 $761K 0.22% -540 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: not reported; 2024Q4: 1,697 shares; 2025Q1: 6,000 shares; 2025Q2: 3,841 shares; 2025Q3: 4,355 shares; 2025Q4: 4,679 shares 4,679 $758K 0.22% +324 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,092 shares; 2024Q4: 3,640 shares; 2025Q1: 8,978 shares; 2025Q2: 5,316 shares; 2025Q3: 5,900 shares; 2025Q4: 6,004 shares 6,004 $752K 0.22% +104 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,997 shares; 2025Q1: 13,424 shares; 2025Q2: 5,311 shares; 2025Q3: 5,677 shares; 2025Q4: 5,591 shares 5,591 $733K 0.21% -86 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,209 shares; 2025Q1: 3,600 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,175 shares 1,175 $711K 0.2% -25 Timeline FDD 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: 35,200 shares; 2025Q4: 40,400 shares 40,400 $707K 0.2% +5,200 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,098 shares; 2024Q4: 6,575 shares; 2025Q1: 18,692 shares; 2025Q2: 7,743 shares; 2025Q3: 7,746 shares; 2025Q4: 15,766 shares 15,766 $705K 0.2% +8,020 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,650 shares; 2025Q4: 14,650 shares 14,650 $699K 0.2% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,132 shares; 2025Q1: 14,448 shares; 2025Q2: 4,818 shares; 2025Q3: 4,569 shares; 2025Q4: 4,473 shares 4,473 $694K 0.2% -96 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136 shares; 2025Q4: 129 shares 129 $691K 0.2% -7 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 177,419 shares; 2025Q2: 63,620 shares; 2025Q3: 65,049 shares; 2025Q4: 64,299 shares 64,299 $689K 0.2% -750 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS 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: 2,531 shares; 2025Q2: 1,565 shares; 2025Q3: 1,822 shares; 2025Q4: 1,863 shares 1,863 $689K 0.2% +41 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,876 shares; 2025Q4: 45,587 shares 45,587 $684K 0.2% -3,289 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,250 shares; 2024Q4: not reported; 2025Q1: 21,810 shares; 2025Q2: 7,237 shares; 2025Q3: 6,889 shares; 2025Q4: 10,605 shares 10,605 $683K 0.2% +3,716 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,678 shares; 2024Q4: 7,051 shares; 2025Q1: not reported; 2025Q2: 7,330 shares; 2025Q3: 7,330 shares; 2025Q4: 7,330 shares 7,330 $683K 0.2% 0 Timeline RJDI CARILLON SER TR More: the full row for CARILLON SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,952 shares 26,952 $682K 0.19% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,526 shares 10,526 $671K 0.19% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,132 shares; 2024Q4: 3,715 shares; 2025Q1: 7,707 shares; 2025Q2: 8,887 shares; 2025Q3: 8,943 shares; 2025Q4: 3,436 shares 3,436 $670K 0.19% -5,507 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,938 shares; 2024Q4: 4,013 shares; 2025Q1: 10,192 shares; 2025Q2: 4,695 shares; 2025Q3: 5,936 shares; 2025Q4: 4,299 shares 4,299 $663K 0.19% -1,637 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,051 shares; 2024Q4: 6,826 shares; 2025Q1: 20,678 shares; 2025Q2: 7,903 shares; 2025Q3: 8,603 shares; 2025Q4: 9,659 shares 9,659 $660K 0.19% +1,056 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,694 shares; 2025Q3: 1,694 shares; 2025Q4: 1,694 shares 1,694 $659K 0.19% 0 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,212 shares; 2025Q4: 19,875 shares 19,875 $657K 0.19% -337 Timeline UGL PROSHARES TR II More: the full row for PROSHARES 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: 11,898 shares; 2025Q4: 11,799 shares 11,799 $655K 0.19% -99 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,115 shares; 2025Q3: 4,185 shares; 2025Q4: 3,727 shares 3,727 $647K 0.18% -458 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,432 shares; 2025Q4: 15,407 shares 15,407 $645K 0.18% -25 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: 25,188 shares; 2024Q4: 24,865 shares; 2025Q1: 58,501 shares; 2025Q2: 14,217 shares; 2025Q3: 13,777 shares; 2025Q4: 14,469 shares 14,469 $642K 0.18% +692 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 3,759 shares; 2025Q1: 10,217 shares; 2025Q2: 3,408 shares; 2025Q3: 3,907 shares; 2025Q4: 4,117 shares 4,117 $637K 0.18% +210 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 2,076 shares; 2025Q1: 6,219 shares; 2025Q2: 2,081 shares; 2025Q3: 2,077 shares; 2025Q4: 2,079 shares 2,079 $626K 0.18% +2 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,612 shares; 2025Q4: 16,107 shares 16,107 $621K 0.18% +495 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,435 shares; 2024Q4: 19,910 shares; 2025Q1: 38,680 shares; 2025Q2: 7,430 shares; 2025Q3: 11,546 shares; 2025Q4: 11,050 shares 11,050 $605K 0.17% -496 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,918 shares 12,918 $588K 0.17% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,370 shares; 2024Q4: 13,520 shares; 2025Q1: 40,260 shares; 2025Q2: 12,020 shares; 2025Q3: 13,188 shares; 2025Q4: 12,724 shares 12,724 $586K 0.17% -464 Timeline SDVY 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: 15,914 shares; 2024Q4: 15,048 shares; 2025Q1: 45,146 shares; 2025Q2: 14,658 shares; 2025Q3: 15,816 shares; 2025Q4: 15,283 shares 15,283 $586K 0.17% -533 Timeline QLTA 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: 12,176 shares 12,176 $586K 0.17% new Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,787 shares 11,787 $583K 0.17% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 650 shares; 2025Q1: 1,950 shares; 2025Q2: 1,034 shares; 2025Q3: 1,014 shares; 2025Q4: 1,009 shares 1,009 $578K 0.17% -5 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,084 shares; 2024Q4: not reported; 2025Q1: 4,864 shares; 2025Q2: 2,308 shares; 2025Q3: 2,068 shares; 2025Q4: 2,020 shares 2,020 $577K 0.16% -48 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,955 shares; 2025Q4: 1,884 shares 1,884 $573K 0.16% -71 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,689 shares; 2025Q2: 17,289 shares; 2025Q3: 19,976 shares; 2025Q4: 22,764 shares 22,764 $565K 0.16% +2,788 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,256 shares; 2024Q4: 17,024 shares; 2025Q1: 51,072 shares; 2025Q2: 17,024 shares; 2025Q3: 17,730 shares; 2025Q4: 17,025 shares 17,025 $555K 0.16% -705 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,761 shares; 2024Q4: not reported; 2025Q1: 2,250 shares; 2025Q2: 4,427 shares; 2025Q3: 4,459 shares; 2025Q4: 3,854 shares 3,854 $553K 0.16% -605 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: not reported; 2025Q3: 6,495 shares; 2025Q4: 7,715 shares 7,715 $552K 0.16% +1,220 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 645 shares; 2025Q1: 1,941 shares; 2025Q2: 571 shares; 2025Q3: 1,121 shares; 2025Q4: 1,143 shares 1,143 $549K 0.16% +22 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: 1,420 shares; 2024Q4: 1,484 shares; 2025Q1: 4,153 shares; 2025Q2: 1,399 shares; 2025Q3: 1,691 shares; 2025Q4: 1,726 shares 1,726 $540K 0.15% +35 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,263 shares; 2024Q4: 6,633 shares; 2025Q1: 18,495 shares; 2025Q2: 8,022 shares; 2025Q3: 9,624 shares; 2025Q4: 10,042 shares 10,042 $538K 0.15% +418 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,981 shares; 2024Q4: 14,769 shares; 2025Q1: 4,884 shares; 2025Q2: 10,114 shares; 2025Q3: 11,400 shares; 2025Q4: 5,264 shares 5,264 $528K 0.15% -6,136 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,367 shares; 2025Q2: 2,510 shares; 2025Q3: 2,895 shares; 2025Q4: 2,861 shares 2,861 $525K 0.15% -34 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,831 shares; 2025Q2: 1,435 shares; 2025Q3: 1,613 shares; 2025Q4: 1,919 shares 1,919 $524K 0.15% +306 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: not reported; 2025Q1: 5,839 shares; 2025Q2: 2,779 shares; 2025Q3: 1,031 shares; 2025Q4: 1,079 shares 1,079 $522K 0.15% +48 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL 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: 6,742 shares; 2025Q2: 2,869 shares; 2025Q3: 2,464 shares; 2025Q4: 2,299 shares 2,299 $520K 0.15% -165 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,586 shares; 2024Q4: 5,586 shares; 2025Q1: 16,758 shares; 2025Q2: 6,731 shares; 2025Q3: 7,231 shares; 2025Q4: 7,231 shares 7,231 $517K 0.15% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,404 shares; 2024Q4: 10,752 shares; 2025Q1: 32,046 shares; 2025Q2: 10,432 shares; 2025Q3: 10,325 shares; 2025Q4: 10,310 shares 10,310 $512K 0.15% -15 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: 3,117 shares; 2024Q4: 3,934 shares; 2025Q1: 4,643 shares; 2025Q2: 4,700 shares; 2025Q3: 4,928 shares; 2025Q4: 5,060 shares 5,060 $492K 0.14% +132 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,774 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,071 shares; 2025Q4: 10,953 shares 10,953 $487K 0.14% -118 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: 7,323 shares 7,323 $479K 0.14% new 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: 72,210 shares; 2025Q2: 17,160 shares; 2025Q3: 19,810 shares; 2025Q4: 17,590 shares 17,590 $479K 0.14% -2,220 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 442 shares; 2025Q3: 452 shares; 2025Q4: 447 shares 447 $478K 0.14% -5 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,651 shares; 2024Q4: 24,608 shares; 2025Q1: 65,628 shares; 2025Q2: 35,954 shares; 2025Q3: 44,411 shares; 2025Q4: 23,067 shares 23,067 $467K 0.13% -21,344 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,915 shares; 2025Q4: 4,915 shares 4,915 $464K 0.13% 0 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES 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: 1,804 shares; 2025Q4: 1,804 shares 1,804 $463K 0.13% 0 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,996 shares; 2025Q4: 8,526 shares 8,526 $460K 0.13% +530 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN 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: 825 shares; 2025Q3: 825 shares; 2025Q4: 802 shares 802 $457K 0.13% -23 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,020 shares; 2024Q4: 7,146 shares; 2025Q1: 19,959 shares; 2025Q2: 7,573 shares; 2025Q3: 5,968 shares; 2025Q4: 5,684 shares 5,684 $456K 0.13% -284 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R 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: 6,968 shares; 2025Q2: 6,253 shares; 2025Q3: 6,633 shares; 2025Q4: 6,475 shares 6,475 $454K 0.13% -158 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,884 shares; 2025Q2: not reported; 2025Q3: 2,049 shares; 2025Q4: 2,039 shares 2,039 $453K 0.13% -10 Timeline FXN 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: 23,649 shares; 2024Q4: 23,065 shares; 2025Q1: 68,295 shares; 2025Q2: 28,815 shares; 2025Q3: 28,526 shares; 2025Q4: 27,301 shares 27,301 $450K 0.13% -1,225 Timeline EWI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,274 shares; 2025Q4: 8,205 shares 8,205 $446K 0.13% +931 Timeline MCK MCKESSON CORP More: the full row for MCKESSON 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: 444 shares; 2025Q3: 484 shares; 2025Q4: 543 shares 543 $445K 0.13% +59 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,100 shares 7,100 $444K 0.13% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,451 shares; 2025Q3: 1,458 shares; 2025Q4: 1,448 shares 1,448 $443K 0.13% -10 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: not reported; 2025Q1: 4,533 shares; 2025Q2: 2,103 shares; 2025Q3: 2,600 shares; 2025Q4: 2,677 shares 2,677 $437K 0.12% +77 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS 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: 2,590 shares; 2025Q3: 2,315 shares; 2025Q4: 2,205 shares 2,205 $437K 0.12% -110 Timeline TDIV 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: 3,855 shares; 2024Q4: 4,001 shares; 2025Q1: 11,105 shares; 2025Q2: 3,692 shares; 2025Q3: 4,483 shares; 2025Q4: 4,483 shares 4,483 $434K 0.12% 0 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 11,830 shares; 2025Q2: 3,610 shares; 2025Q3: 2,635 shares; 2025Q4: 2,630 shares 2,630 $424K 0.12% -5 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,461 shares; 2025Q1: 16,383 shares; 2025Q2: 5,461 shares; 2025Q3: 5,461 shares; 2025Q4: 5,351 shares 5,351 $422K 0.12% -110 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,848 shares; 2024Q4: 2,304 shares; 2025Q1: 6,693 shares; 2025Q2: 4,842 shares; 2025Q3: 3,913 shares; 2025Q4: 3,388 shares 3,388 $418K 0.12% -525 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,971 shares; 2025Q2: 2,421 shares; 2025Q3: 2,596 shares; 2025Q4: 2,702 shares 2,702 $415K 0.12% +106 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,393 shares; 2024Q4: 4,068 shares; 2025Q1: 10,349 shares; 2025Q2: 3,450 shares; 2025Q3: 3,200 shares; 2025Q4: 3,113 shares 3,113 $413K 0.12% -87 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 893 shares; 2024Q4: 870 shares; 2025Q1: 2,128 shares; 2025Q2: 889 shares; 2025Q3: 1,088 shares; 2025Q4: 2,685 shares 2,685 $411K 0.12% +1,597 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,870 shares 10,870 $411K 0.12% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,895 shares 4,895 $410K 0.12% new Timeline FTSL 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: 10,181 shares; 2024Q4: 9,765 shares; 2025Q1: 29,298 shares; 2025Q2: 9,766 shares; 2025Q3: 9,557 shares; 2025Q4: 8,754 shares 8,754 $402K 0.11% -803 Timeline IUSV 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: 3,888 shares; 2025Q3: 3,888 shares; 2025Q4: 3,888 shares 3,888 $399K 0.11% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,758 shares; 2024Q4: 4,944 shares; 2025Q1: 13,952 shares; 2025Q2: not reported; 2025Q3: 5,382 shares; 2025Q4: 5,136 shares 5,136 $395K 0.11% -246 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 922 shares 922 $393K 0.11% -3 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: 3,546 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,096 shares; 2025Q4: 4,056 shares 4,056 $391K 0.11% -40 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: 6,058 shares; 2024Q4: not reported; 2025Q1: 7,056 shares; 2025Q2: not reported; 2025Q3: 5,198 shares; 2025Q4: 5,148 shares 5,148 $388K 0.11% -50 Timeline CRH CRH PLC More: the full row for CRH 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: 2,475 shares; 2025Q3: 2,915 shares; 2025Q4: 3,102 shares 3,102 $387K 0.11% +187 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,857 shares; 2024Q4: 31,272 shares; 2025Q1: 90,873 shares; 2025Q2: 29,737 shares; 2025Q3: 29,456 shares; 2025Q4: 28,514 shares 28,514 $384K 0.11% -942 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,739 shares; 2025Q2: not reported; 2025Q3: 13,027 shares; 2025Q4: 13,029 shares 13,029 $383K 0.11% +2 Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000 $380K 0.11% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: 1,958 shares; 2025Q1: 9,033 shares; 2025Q2: 3,444 shares; 2025Q3: 5,311 shares; 2025Q4: 3,444 shares 3,444 $379K 0.11% -1,867 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,560 shares; 2025Q2: 11,520 shares; 2025Q3: 11,520 shares; 2025Q4: 11,420 shares 11,420 $377K 0.11% -100 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,557 shares; 2025Q2: 6,137 shares; 2025Q3: 6,937 shares; 2025Q4: 6,837 shares 6,837 $376K 0.11% -100 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,057 shares; 2025Q1: 7,315 shares; 2025Q2: 2,593 shares; 2025Q3: 2,203 shares; 2025Q4: 2,208 shares 2,208 $373K 0.11% +5 Timeline PDP 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 9,600 shares; 2025Q2: not reported; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $372K 0.11% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,830 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,522 shares 5,522 $372K 0.11% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,549 shares; 2024Q4: 5,455 shares; 2025Q1: 12,615 shares; 2025Q2: 5,359 shares; 2025Q3: 5,369 shares; 2025Q4: 5,288 shares 5,288 $370K 0.11% -81 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,119 shares; 2025Q2: not reported; 2025Q3: 3,379 shares; 2025Q4: 4,302 shares 4,302 $369K 0.11% +923 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,155 shares 32,155 $368K 0.11% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,400 shares; 2025Q2: 3,143 shares; 2025Q3: 3,143 shares; 2025Q4: 3,128 shares 3,128 $368K 0.11% -15 Timeline KNG 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: 7,531 shares; 2024Q4: 7,533 shares; 2025Q1: 22,606 shares; 2025Q2: 7,535 shares; 2025Q3: 7,349 shares; 2025Q4: 7,349 shares 7,349 $361K 0.1% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,247 shares 10,247 $349K 0.1% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,650 shares; 2024Q4: 7,650 shares; 2025Q1: 22,950 shares; 2025Q2: 7,350 shares; 2025Q3: 7,350 shares; 2025Q4: 7,350 shares 7,350 $345K 0.1% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME 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: 4,421 shares; 2025Q3: 4,984 shares; 2025Q4: 6,104 shares 6,104 $344K 0.1% +1,120 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 4,365 shares; 2025Q2: 1,400 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares 1,350 $339K 0.1% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 870 shares; 2025Q1: 1,252 shares; 2025Q2: 959 shares; 2025Q3: 974 shares; 2025Q4: 961 shares 961 $331K 0.09% -13 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,565 shares; 2025Q3: 7,656 shares; 2025Q4: 4,389 shares 4,389 $325K 0.09% -3,267 Timeline 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: not reported; 2024Q4: not reported; 2025Q1: 2,138 shares; 2025Q2: not reported; 2025Q3: 1,649 shares; 2025Q4: 2,764 shares 2,764 $324K 0.09% +1,115 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 1,418 shares; 2025Q4: 1,571 shares 1,571 $323K 0.09% +153 Timeline SCHP 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: 11,106 shares; 2025Q1: 33,318 shares; 2025Q2: 12,130 shares; 2025Q3: 12,130 shares; 2025Q4: 12,130 shares 12,130 $321K 0.09% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,243 shares; 2025Q4: 8,181 shares 8,181 $320K 0.09% -62 Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,520 shares; 2025Q2: 14,265 shares; 2025Q3: 18,697 shares; 2025Q4: 18,026 shares 18,026 $319K 0.09% -671 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,290 shares; 2025Q1: 15,870 shares; 2025Q2: 5,290 shares; 2025Q3: 5,290 shares; 2025Q4: 5,290 shares 5,290 $317K 0.09% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,510 shares 1,510 $316K 0.09% 0 Timeline FTXL 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: 2,540 shares; 2025Q4: 2,415 shares 2,415 $313K 0.09% -125 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,169 shares 6,169 $312K 0.09% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: not reported; 2025Q1: 618 shares; 2025Q2: 610 shares; 2025Q3: 622 shares; 2025Q4: 595 shares 595 $311K 0.09% -27 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: 3,502 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,098 shares; 2025Q3: 2,997 shares; 2025Q4: 2,898 shares 2,898 $310K 0.09% -99 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,601 shares; 2025Q2: not reported; 2025Q3: 3,511 shares; 2025Q4: 3,986 shares 3,986 $308K 0.09% +475 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,602 shares; 2025Q4: 6,404 shares 6,404 $299K 0.09% -198 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,065 shares; 2025Q4: 11,827 shares 11,827 $296K 0.08% +2,762 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,555 shares; 2025Q2: not reported; 2025Q3: 5,303 shares; 2025Q4: 6,480 shares 6,480 $293K 0.08% +1,177 Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,881 shares 5,881 $291K 0.08% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,104 shares; 2025Q2: 3,770 shares; 2025Q3: 3,770 shares; 2025Q4: 3,770 shares 3,770 $290K 0.08% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 637 shares; 2025Q1: 1,911 shares; 2025Q2: 625 shares; 2025Q3: 611 shares; 2025Q4: 609 shares 609 $288K 0.08% -2 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: not reported; 2025Q3: 2,034 shares; 2025Q4: 2,034 shares 2,034 $288K 0.08% 0 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,219 shares 6,219 $287K 0.08% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: not reported; 2025Q1: 2,085 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 910 shares 910 $286K 0.08% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,742 shares; 2025Q1: 38,547 shares; 2025Q2: 12,047 shares; 2025Q3: 10,072 shares; 2025Q4: 9,772 shares 9,772 $286K 0.08% -300 Timeline GHYB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,290 shares; 2025Q4: 6,290 shares 6,290 $285K 0.08% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,756 shares; 2025Q2: not reported; 2025Q3: 2,284 shares; 2025Q4: 2,397 shares 2,397 $280K 0.08% +113 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 1,200 shares; 2025Q2: not reported; 2025Q3: 459 shares; 2025Q4: 459 shares 459 $277K 0.08% 0 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,509 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,324 shares; 2025Q4: 6,209 shares 6,209 $273K 0.08% -115 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 839 shares; 2025Q1: 2,429 shares; 2025Q2: 998 shares; 2025Q3: 1,329 shares; 2025Q4: 578 shares 578 $271K 0.08% -751 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,310 shares; 2025Q2: 10,367 shares; 2025Q3: 12,125 shares; 2025Q4: 9,864 shares 9,864 $271K 0.08% -2,261 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: not reported; 2024Q4: not reported; 2025Q1: 43,248 shares; 2025Q2: 19,259 shares; 2025Q3: 19,554 shares; 2025Q4: 20,428 shares 20,428 $268K 0.08% +874 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 2,669 shares; 2025Q1: 7,497 shares; 2025Q2: 2,324 shares; 2025Q3: 2,297 shares; 2025Q4: 2,666 shares 2,666 $266K 0.08% +369 Timeline SHY 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: 23,548 shares; 2025Q2: 5,878 shares; 2025Q3: 3,494 shares; 2025Q4: 3,217 shares 3,217 $266K 0.08% -277 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,035 shares 3,035 $264K 0.08% new Timeline FIW 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: 2,500 shares; 2024Q4: 2,400 shares; 2025Q1: 7,200 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400 $261K 0.07% 0 Timeline JQUA 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: 3,808 shares; 2025Q1: 11,694 shares; 2025Q2: 3,998 shares; 2025Q3: 4,006 shares; 2025Q4: 4,123 shares 4,123 $261K 0.07% +117 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,025 shares; 2025Q4: 1,013 shares 1,013 $260K 0.07% -12 Timeline SKYY 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: 2,000 shares; 2025Q4: 2,000 shares 2,000 $260K 0.07% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,182 shares; 2025Q2: not reported; 2025Q3: 6,194 shares; 2025Q4: 5,639 shares 5,639 $258K 0.07% -555 Timeline SCHX 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: 15,921 shares; 2025Q2: not reported; 2025Q3: 8,186 shares; 2025Q4: 9,585 shares 9,585 $258K 0.07% +1,399 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 881 shares; 2025Q3: 825 shares; 2025Q4: 825 shares 825 $257K 0.07% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,298 shares; 2025Q1: 4,194 shares; 2025Q2: 1,148 shares; 2025Q3: 1,048 shares; 2025Q4: 1,044 shares 1,044 $257K 0.07% -4 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: 1,171 shares; 2025Q2: 877 shares; 2025Q3: 874 shares; 2025Q4: 880 shares 880 $255K 0.07% +6 Timeline FXU 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: 5,600 shares; 2025Q4: 5,600 shares 5,600 $252K 0.07% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,954 shares; 2025Q4: 2,012 shares 2,012 $250K 0.07% +58 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 30,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $249K 0.07% 0 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: 2,394 shares; 2024Q4: not reported; 2025Q1: 3,144 shares; 2025Q2: 1,970 shares; 2025Q3: 1,844 shares; 2025Q4: 1,528 shares 1,528 $248K 0.07% -316 Timeline IUSG 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: 1,479 shares; 2025Q4: 1,479 shares 1,479 $248K 0.07% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,827 shares; 2025Q3: 979 shares; 2025Q4: 979 shares 979 $248K 0.07% 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: 2,400 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares 1,013 $244K 0.07% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,792 shares; 2025Q2: 1,223 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares 1,260 $241K 0.07% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,443 shares; 2025Q2: 981 shares; 2025Q3: 999 shares; 2025Q4: 1,007 shares 1,007 $233K 0.07% +8 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale 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: 4,350 shares 4,350 $228K 0.07% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,592 shares 6,592 $226K 0.06% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,909 shares; 2025Q4: 1,599 shares 1,599 $226K 0.06% -1,310 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,247 shares; 2025Q4: 5,247 shares 5,247 $225K 0.06% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,750 shares 1,750 $224K 0.06% new 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: 3,737 shares; 2024Q4: 3,886 shares; 2025Q1: 9,078 shares; 2025Q2: 2,451 shares; 2025Q3: 2,300 shares; 2025Q4: 2,163 shares 2,163 $222K 0.06% -137 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,262 shares; 2025Q1: 12,786 shares; 2025Q2: 4,262 shares; 2025Q3: 4,262 shares; 2025Q4: 4,262 shares 4,262 $221K 0.06% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 624 shares 624 $220K 0.06% new Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,528 shares; 2025Q4: 4,528 shares 4,528 $220K 0.06% 0 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,248 shares; 2025Q4: 5,580 shares 5,580 $220K 0.06% -668 Timeline FLRT 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: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 13,833 shares; 2025Q2: 4,353 shares; 2025Q3: 4,403 shares; 2025Q4: 4,599 shares 4,599 $217K 0.06% +196 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,648 shares; 2025Q4: 7,727 shares 7,727 $211K 0.06% +79 Timeline IGA VOYA GLBL ADV & PREM OPP FD More: the full row for VOYA GLBL ADV & PREM OPP FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,377 shares; 2024Q4: not reported; 2025Q1: 63,381 shares; 2025Q2: 21,127 shares; 2025Q3: 21,127 shares; 2025Q4: 21,627 shares 21,627 $210K 0.06% +500 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,019 shares; 2025Q4: 2,019 shares 2,019 $210K 0.06% 0 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,148 shares 3,148 $209K 0.06% new Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,500 shares 8,500 $201K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: 24,180 shares; 2025Q2: not reported; 2025Q3: 8,760 shares; 2025Q4: 8,335 shares 8,335 $200K 0.06% -425 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,112 shares; 2025Q3: 14,785 shares; 2025Q4: 13,437 shares 13,437 $199K 0.06% -1,348 Timeline ORC ORCHID IS CAP INC More: the full row for ORCHID IS CAP 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: 26,793 shares; 2025Q3: 27,093 shares; 2025Q4: 27,093 shares 27,093 $195K 0.06% 0 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108,162 shares; 2025Q2: 27,222 shares; 2025Q3: 31,365 shares; 2025Q4: 32,433 shares 32,433 $187K 0.05% +1,068 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,906 shares; 2024Q4: not reported; 2025Q1: 11,607 shares; 2025Q2: 26,650 shares; 2025Q3: 26,650 shares; 2025Q4: 26,650 shares 26,650 $168K 0.05% 0 Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,633 shares; 2025Q4: 17,226 shares 17,226 $167K 0.05% -9,407 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,950 shares; 2025Q4: 10,950 shares 10,950 $157K 0.04% 0 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 10,456 shares 10,456 $137K 0.04% new Timeline BENF BENEFICIENT More: the full row for BENEFICIENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,887 shares 17,887 $126K 0.04% new Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,234 shares 12,234 $119K 0.03% new Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE 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: 24,382 shares; 2025Q3: 22,447 shares; 2025Q4: 10,950 shares 10,950 $94.2K 0.03% -11,497 Timeline FBLG FIBROBIOLOGICS INC COM More: the full row for FIBROBIOLOGICS INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,700 shares; 2025Q4: 10,450 shares 10,450 $2.35K <0.01% -250 Timeline