WELLS FARGO & CO 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: not loaded; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares 91 $110K 0.01% 0 VUSB 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 loaded; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 2,211 shares 2,211 $110K 0.01% +1,511 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,000 shares 22,000 $110K 0.01% new Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 51 shares 51 $110K 0.01% +48 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 942 shares; 2025Q1: 813 shares; 2025Q2: 816 shares; 2025Q3: 818 shares; 2025Q4: 850 shares 850 $109K 0.01% +32 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares 468 $108K 0.01% 0 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: not loaded; 2024Q4: 338 shares; 2025Q1: 329 shares; 2025Q2: 84 shares; 2025Q3: 229 shares; 2025Q4: 491 shares 491 $105K 0.01% +262 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,622 shares; 2025Q1: 1,622 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares; 2025Q4: 1,636 shares 1,636 $105K 0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 464 shares; 2025Q1: 464 shares; 2025Q2: 464 shares; 2025Q3: 464 shares; 2025Q4: 464 shares 464 $105K 0.01% 0 Timeline QFLR 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 loaded; 2024Q4: not reported; 2025Q1: 2,252 shares; 2025Q2: 3,052 shares; 2025Q3: 3,052 shares; 2025Q4: 3,052 shares 3,052 $105K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 299 shares; 2025Q1: 362 shares; 2025Q2: 362 shares; 2025Q3: 360 shares; 2025Q4: 360 shares 360 $104K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 539 shares; 2025Q1: 470 shares; 2025Q2: 667 shares; 2025Q3: 1,368 shares; 2025Q4: 1,310 shares 1,310 $103K 0.01% -58 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,529 shares 1,529 $103K 0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76 shares; 2025Q1: 291 shares; 2025Q2: 1,218 shares; 2025Q3: 1,329 shares; 2025Q4: 1,302 shares 1,302 $103K 0.01% -27 Timeline RFV 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 loaded; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 797 shares 797 $102K 0.01% +783 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 496 shares; 2025Q1: 497 shares; 2025Q2: 497 shares; 2025Q3: 441 shares; 2025Q4: 441 shares 441 $101K 0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 136 shares; 2025Q1: 139 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares 225 $100K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,526 shares 1,526 $99.8K 0.01% new Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,575 shares; 2025Q1: 2,575 shares; 2025Q2: 2,575 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares 2,594 $99.8K 0.01% 0 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 loaded; 2024Q4: 3 shares; 2025Q1: 46 shares; 2025Q2: 120 shares; 2025Q3: 110 shares; 2025Q4: 148 shares 148 $99.7K 0.01% +38 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 327 shares; 2025Q2: 378 shares; 2025Q3: 2,092 shares; 2025Q4: 2,096 shares 2,096 $98.6K 0.01% +4 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 loaded; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $98.5K 0.01% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 266 shares; 2025Q4: 266 shares 266 $98K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 710 shares 710 $97.9K 0.01% 0 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,984 shares; 2025Q1: 3,883 shares; 2025Q2: 3,883 shares; 2025Q3: 3,883 shares; 2025Q4: 3,883 shares 3,883 $97.5K 0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 14,899 shares; 2025Q2: 14,899 shares; 2025Q3: 14,999 shares; 2025Q4: 14,999 shares 14,999 $97K 0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 834 shares; 2025Q1: 842 shares; 2025Q2: 961 shares; 2025Q3: 899 shares; 2025Q4: 991 shares 991 $96.9K 0.01% +92 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares 168 $96.4K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,167 shares; 2025Q1: 2,168 shares; 2025Q2: 2,117 shares; 2025Q3: 2,077 shares; 2025Q4: 1,956 shares 1,956 $96.3K 0.01% -121 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,290 shares; 2025Q4: 1,780 shares 1,780 $96.2K 0.01% +490 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 533 shares 533 $96.2K 0.01% 0 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,361 shares; 2025Q1: 3,361 shares; 2025Q2: 3,361 shares; 2025Q3: 3,361 shares; 2025Q4: 3,361 shares 3,361 $94.4K 0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,962 shares; 2025Q1: 1,913 shares; 2025Q2: 2,033 shares; 2025Q3: 2,049 shares; 2025Q4: 1,126 shares 1,126 $94.4K 0.01% -923 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 579 shares; 2025Q4: 579 shares 579 $94.3K 0.01% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,765 shares; 2025Q1: 1,766 shares; 2025Q2: 1,544 shares; 2025Q3: 1,444 shares; 2025Q4: 1,445 shares 1,445 $94.1K 0.01% +1 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,466 shares; 2025Q1: 3,391 shares; 2025Q2: 3,371 shares; 2025Q3: 3,400 shares; 2025Q4: 3,430 shares 3,430 $93.9K 0.01% +30 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: not loaded; 2024Q4: 19,248 shares; 2025Q1: 19,633 shares; 2025Q2: 4,630 shares; 2025Q3: 4,630 shares; 2025Q4: 4,630 shares 4,630 $93.7K 0.01% 0 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,507 shares; 2025Q1: 14,184 shares; 2025Q2: 14,500 shares; 2025Q3: 14,895 shares; 2025Q4: 14,895 shares 14,895 $93.5K 0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,966 shares; 2025Q1: 2,006 shares; 2025Q2: 1,854 shares; 2025Q3: 1,483 shares; 2025Q4: 1,458 shares 1,458 $93.4K 0.01% -25 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 701 shares; 2025Q1: 701 shares; 2025Q2: 702 shares; 2025Q3: 702 shares; 2025Q4: 704 shares 704 $93.2K 0.01% +2 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 159 shares 159 $92.3K 0.01% +5 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 1,308 shares; 2025Q3: 1,933 shares; 2025Q4: 2,043 shares 2,043 $91.7K 0.01% +110 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: not loaded; 2024Q4: 98 shares; 2025Q1: 97 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 175 shares 175 $91.6K 0.01% +5 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,348 shares; 2025Q1: 3,292 shares; 2025Q2: 3,295 shares; 2025Q3: 3,297 shares; 2025Q4: 3,300 shares 3,300 $90.7K 0.01% +3 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,756 shares; 2025Q3: 9,756 shares; 2025Q4: 9,756 shares 9,756 $90.4K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,764 shares; 2025Q1: 1,456 shares; 2025Q2: 1,725 shares; 2025Q3: 1,363 shares; 2025Q4: 1,213 shares 1,213 $89.3K 0.01% -150 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 954 shares; 2025Q1: 737 shares; 2025Q2: 837 shares; 2025Q3: 859 shares; 2025Q4: 896 shares 896 $89K 0.01% +37 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 909 shares; 2025Q1: 909 shares; 2025Q2: 909 shares; 2025Q3: 909 shares; 2025Q4: 909 shares 909 $88.3K 0.01% 0 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 loaded; 2024Q4: 474 shares; 2025Q1: 6,807 shares; 2025Q2: 685 shares; 2025Q3: 2,311 shares; 2025Q4: 1,187 shares 1,187 $88K 0.01% -1,124 Timeline FAB 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: not loaded; 2024Q4: 997 shares; 2025Q1: 997 shares; 2025Q2: 997 shares; 2025Q3: 985 shares; 2025Q4: 985 shares 985 $87.8K 0.01% 0 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,931 shares; 2025Q1: 3,996 shares; 2025Q2: 4,064 shares; 2025Q3: 4,131 shares; 2025Q4: 4,208 shares 4,208 $87.5K 0.01% +77 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 980 shares; 2025Q1: 1,017 shares; 2025Q2: 972 shares; 2025Q3: 979 shares; 2025Q4: 909 shares 909 $87.3K 0.01% -70 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,200 shares; 2025Q1: 750 shares; 2025Q2: 740 shares; 2025Q3: 640 shares; 2025Q4: 640 shares 640 $87.3K 0.01% 0 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: not loaded; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 177 shares; 2025Q3: 184 shares; 2025Q4: 184 shares 184 $86.4K 0.01% 0 Timeline GOVT 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 loaded; 2024Q4: 3,304 shares; 2025Q1: 11,299 shares; 2025Q2: 3,974 shares; 2025Q3: 3,748 shares; 2025Q4: 3,752 shares 3,752 $86.4K 0.01% +4 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 143 shares; 2025Q3: 1,149 shares; 2025Q4: 1,086 shares 1,086 $85.8K 0.01% -63 Timeline FLNC FLUENCE ENERGY INC More: the full row for FLUENCE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,300 shares 4,300 $85.1K 0.01% new Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,267 shares; 2025Q1: 2,159 shares; 2025Q2: 1,486 shares; 2025Q3: 1,428 shares; 2025Q4: 1,609 shares 1,609 $84.7K 0.01% +181 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,800 shares; 2025Q3: 5,850 shares; 2025Q4: 5,850 shares 5,850 $84.1K 0.01% 0 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 994 shares; 2025Q1: 994 shares; 2025Q2: 994 shares; 2025Q3: 1,004 shares; 2025Q4: 994 shares 994 $84K 0.01% -10 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 565 shares; 2025Q1: 585 shares; 2025Q2: 1,251 shares; 2025Q3: 1,251 shares; 2025Q4: 1,251 shares 1,251 $83.9K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 712 shares; 2025Q1: 597 shares; 2025Q2: 576 shares; 2025Q3: 1,221 shares; 2025Q4: 571 shares 571 $83.7K 0.01% -650 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,615 shares; 2025Q1: 2,663 shares; 2025Q2: 2,021 shares; 2025Q3: 1,756 shares; 2025Q4: 1,760 shares 1,760 $83.7K 0.01% +4 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 870 shares 870 $83.7K 0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86 shares; 2025Q1: 93 shares; 2025Q2: 297 shares; 2025Q3: 307 shares; 2025Q4: 282 shares 282 $83.5K 0.01% -25 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475 shares 475 $83.4K 0.01% new Timeline SPSB 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 loaded; 2024Q4: 498 shares; 2025Q1: 498 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 2,752 shares 2,752 $83.1K 0.01% +2,731 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,365 shares; 2025Q4: 2,401 shares 2,401 $83.1K 0.01% +36 Timeline SCHM 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 loaded; 2024Q4: 2,799 shares; 2025Q1: 2,672 shares; 2025Q2: 2,743 shares; 2025Q3: 2,749 shares; 2025Q4: 2,751 shares 2,751 $82.8K 0.01% +2 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 287 shares; 2025Q1: 269 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 303 shares 303 $82.4K 0.01% +41 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 667 shares; 2025Q1: 721 shares; 2025Q2: 667 shares; 2025Q3: 1,032 shares; 2025Q4: 836 shares 836 $81.8K 0.01% -196 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 loaded; 2024Q4: 787 shares; 2025Q1: 391 shares; 2025Q2: 304 shares; 2025Q3: 307 shares; 2025Q4: 361 shares 361 $81.6K 0.01% +54 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 654 shares; 2025Q1: 624 shares; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 571 shares 571 $80.7K 0.01% -53 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,964 shares; 2025Q1: 1,992 shares; 2025Q2: 1,992 shares; 2025Q3: 2,696 shares; 2025Q4: 2,316 shares 2,316 $79.8K 0.01% -380 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,097 shares; 2025Q1: 1,098 shares; 2025Q2: 1,094 shares; 2025Q3: 1,098 shares; 2025Q4: 1,074 shares 1,074 $79K 0.01% -24 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,165 shares; 2025Q1: 1,166 shares; 2025Q2: 1,039 shares; 2025Q3: 979 shares; 2025Q4: 987 shares 987 $78.8K 0.01% +8 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,195 shares 1,195 $78.2K 0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 401 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 405 shares; 2025Q4: 402 shares 402 $78.1K 0.01% -3 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 loaded; 2024Q4: not reported; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 553 shares 553 $78.1K 0.01% 0 Timeline GSST 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 loaded; 2024Q4: 1,455 shares; 2025Q1: 1,441 shares; 2025Q2: 1,414 shares; 2025Q3: 1,427 shares; 2025Q4: 1,536 shares 1,536 $77.5K 0.01% +109 Timeline FTA 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: not loaded; 2024Q4: 898 shares; 2025Q1: 898 shares; 2025Q2: 898 shares; 2025Q3: 898 shares; 2025Q4: 898 shares 898 $77.4K 0.01% 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 loaded; 2024Q4: 1,110 shares; 2025Q1: 1,776 shares; 2025Q2: 1,776 shares; 2025Q3: 2,565 shares; 2025Q4: 2,623 shares 2,623 $76.8K 0.01% +58 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,150 shares; 2025Q1: 6,150 shares; 2025Q2: 5,150 shares; 2025Q3: 5,350 shares; 2025Q4: 5,800 shares 5,800 $76.6K 0.01% +450 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 1,152 shares; 2025Q4: 2,642 shares 2,642 $75.8K 0.01% +1,490 Timeline GDXJ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 665 shares; 2025Q4: 665 shares 665 $75.7K 0.01% 0 Timeline PSI 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 loaded; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 957 shares 957 $75.5K 0.01% +882 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 228 shares; 2025Q1: 212 shares; 2025Q2: 374 shares; 2025Q3: 374 shares; 2025Q4: 224 shares 224 $75.4K 0.01% -150 Timeline IAGG 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 loaded; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 870 shares; 2025Q3: 887 shares; 2025Q4: 1,500 shares 1,500 $75K 0.01% +613 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 349 shares; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 349 shares 349 $74.7K 0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,883 shares; 2025Q1: 1,883 shares; 2025Q2: 1,883 shares; 2025Q3: 1,883 shares; 2025Q4: 1,883 shares 1,883 $74.2K 0.01% 0 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 loaded; 2024Q4: 1,070 shares; 2025Q1: 1,052 shares; 2025Q2: 974 shares; 2025Q3: 684 shares; 2025Q4: 721 shares 721 $74K 0.01% +37 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 225 shares 225 $73.9K 0.01% -6 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,311 shares; 2025Q1: 1,311 shares; 2025Q2: 2,721 shares; 2025Q3: 7,656 shares; 2025Q4: 7,236 shares 7,236 $73.2K 0.01% -420 Timeline IDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,149 shares; 2025Q1: 7,149 shares; 2025Q2: 5,955 shares; 2025Q3: 4,408 shares; 2025Q4: 4,431 shares 4,431 $73.2K 0.01% +23 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 636 shares; 2025Q1: 640 shares; 2025Q2: 1,593 shares; 2025Q3: 1,542 shares; 2025Q4: 1,482 shares 1,482 $73.1K 0.01% -60 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 987 shares; 2025Q1: 987 shares; 2025Q2: 1,014 shares; 2025Q3: 1,406 shares; 2025Q4: 840 shares 840 $72.5K 0.01% -566 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,915 shares; 2025Q2: 7,077 shares; 2025Q3: 7,784 shares; 2025Q4: 7,843 shares 7,843 $72K 0.01% +59 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: not loaded; 2024Q4: 18,549 shares; 2025Q1: 6,341 shares; 2025Q2: 4,219 shares; 2025Q3: 2,848 shares; 2025Q4: 1,620 shares 1,620 $71.9K 0.01% -1,228 Timeline FSZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,678 shares; 2025Q1: 1,678 shares; 2025Q2: 1,153 shares; 2025Q3: 1,118 shares; 2025Q4: 896 shares 896 $71.8K 0.01% -222 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 423 shares; 2025Q3: 423 shares; 2025Q4: 423 shares 423 $71.7K 0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 822 shares 822 $71.7K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 352 shares; 2025Q3: 711 shares; 2025Q4: 711 shares 711 $71K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,068 shares; 2025Q1: 6,045 shares; 2025Q2: 6,045 shares; 2025Q3: 6,045 shares; 2025Q4: 2,505 shares 2,505 $70.8K 0.01% -3,540 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 705 shares 705 $70.7K 0.01% +200 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 186 shares; 2025Q3: 529 shares; 2025Q4: 530 shares 530 $70.5K 0.01% +1 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 834 shares; 2025Q1: 145 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares 705 $70.5K 0.01% 0 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $70.1K 0.01% 0 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 501 shares; 2025Q1: 733 shares; 2025Q2: 1,390 shares; 2025Q3: 1,392 shares; 2025Q4: 1,408 shares 1,408 $69.9K 0.01% +16 Timeline FXI 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 loaded; 2024Q4: 2,325 shares; 2025Q1: 2,325 shares; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 1,825 shares 1,825 $69.9K 0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,722 shares; 2025Q1: 1,032 shares; 2025Q2: 92 shares; 2025Q3: 191 shares; 2025Q4: 611 shares 611 $69.1K 0.01% +420 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 750 shares 750 $68.6K 0.01% +650 Timeline DAPP 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 loaded; 2024Q4: 4,147 shares; 2025Q1: 4,209 shares; 2025Q2: 4,209 shares; 2025Q3: 4,147 shares; 2025Q4: 4,147 shares 4,147 $68.6K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 800 shares; 2025Q1: 854 shares; 2025Q2: 854 shares; 2025Q3: 854 shares; 2025Q4: 854 shares 854 $68.3K 0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 137 shares; 2025Q1: 138 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 210 shares 210 $68.1K 0.01% +2 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: not loaded; 2024Q4: 199 shares; 2025Q1: 247 shares; 2025Q2: 186 shares; 2025Q3: 193 shares; 2025Q4: 193 shares 193 $68K 0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 56 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $67.6K 0.01% 0 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 447 shares; 2025Q3: 1,111 shares; 2025Q4: 1,148 shares 1,148 $67.4K 0.01% +37 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,240 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 980 shares 980 $67K 0.01% -200 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,909 shares; 2025Q1: 2,590 shares; 2025Q2: 2,326 shares; 2025Q3: 1,919 shares; 2025Q4: 1,619 shares 1,619 $66.9K 0.01% -300 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,514 shares; 2025Q1: 7,514 shares; 2025Q2: 7,514 shares; 2025Q3: 7,514 shares; 2025Q4: 7,514 shares 7,514 $66.9K 0.01% 0 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 77 shares; 2025Q2: 2,195 shares; 2025Q3: 2,195 shares; 2025Q4: 2,195 shares 2,195 $66.2K 0.01% 0 Timeline BKLN 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 loaded; 2024Q4: 2,484 shares; 2025Q1: 2,484 shares; 2025Q2: 3,153 shares; 2025Q3: 3,153 shares; 2025Q4: 3,153 shares 3,153 $66.2K 0.01% 0 Timeline FGM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,092 shares; 2025Q1: 2,092 shares; 2025Q2: 1,479 shares; 2025Q3: 1,214 shares; 2025Q4: 1,060 shares 1,060 $66.1K 0.01% -154 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 596 shares; 2025Q1: 596 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 562 shares 562 $65.7K 0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 455 shares 455 $65.3K 0.01% +7 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 751 shares; 2025Q1: 452 shares; 2025Q2: 452 shares; 2025Q3: 377 shares; 2025Q4: 488 shares 488 $64.8K 0.01% +111 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: not loaded; 2024Q4: 1,979 shares; 2025Q1: 1,554 shares; 2025Q2: 682 shares; 2025Q3: 683 shares; 2025Q4: 585 shares 585 $64.5K 0.01% -98 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 531 shares; 2025Q2: 627 shares; 2025Q3: 633 shares; 2025Q4: 639 shares 639 $63.9K 0.01% +6 Timeline MCRI MONARCH CASINO & RESORT INC More: the full row for MONARCH CASINO & RESORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 666 shares 666 $63.8K 0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,839 shares; 2025Q1: 2,839 shares; 2025Q2: 2,839 shares; 2025Q3: 2,839 shares; 2025Q4: 2,839 shares 2,839 $63.4K 0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,581 shares; 2025Q1: 1,547 shares; 2025Q2: 636 shares; 2025Q3: 530 shares; 2025Q4: 290 shares 290 $63K 0.01% -240 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 437 shares; 2025Q3: 442 shares; 2025Q4: 1,442 shares 1,442 $62.8K 0.01% +1,000 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares 37 $62.6K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 437 shares; 2025Q1: 428 shares; 2025Q2: 1,783 shares; 2025Q3: 1,783 shares; 2025Q4: 1,783 shares 1,783 $62.4K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,222 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 653 shares; 2025Q4: 653 shares 653 $62.3K 0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,482 shares; 2025Q1: 2,482 shares; 2025Q2: 2,469 shares; 2025Q3: 2,469 shares; 2025Q4: 2,421 shares 2,421 $62K 0.01% -48 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 912 shares; 2025Q3: 912 shares; 2025Q4: 912 shares 912 $61.6K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares 675 $61.6K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 197 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 699 shares 699 $61.2K 0.01% +550 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares 563 $61.1K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: 6 shares; 2025Q2: 807 shares; 2025Q3: 818 shares; 2025Q4: 831 shares 831 $61.1K 0.01% +13 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 355 shares; 2025Q2: 520 shares; 2025Q3: 437 shares; 2025Q4: 429 shares 429 $61K 0.01% -8 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 loaded; 2024Q4: 1,248 shares; 2025Q1: 3,699 shares; 2025Q2: 1,266 shares; 2025Q3: 1,157 shares; 2025Q4: 1,170 shares 1,170 $60.6K 0.01% +13 Timeline SCHB 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 loaded; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 2,289 shares; 2025Q3: 2,302 shares; 2025Q4: 2,309 shares 2,309 $60.6K 0.01% +7 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,255 shares 4,255 $60.2K 0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,075 shares; 2025Q1: 887 shares; 2025Q2: 887 shares; 2025Q3: 888 shares; 2025Q4: 473 shares 473 $59.6K 0.01% -415 Timeline WABC WESTAMERICA BANCORPORATION More: the full row for WESTAMERICA BANCORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,245 shares; 2025Q1: 1,245 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares 1,245 $59.5K 0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 779 shares; 2025Q1: 779 shares; 2025Q2: 779 shares; 2025Q3: 779 shares; 2025Q4: 779 shares 779 $59.4K 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 202 shares; 2025Q1: 197 shares; 2025Q2: 193 shares; 2025Q3: 189 shares; 2025Q4: 167 shares 167 $58.8K 0.01% -22 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 16 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 58 shares 58 $58.5K 0.01% -5 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 156 shares 156 $58.5K 0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 93 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 195 shares; 2025Q4: 280 shares 280 $58.2K 0.01% +85 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares 64 $58K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 293 shares; 2025Q1: 291 shares; 2025Q2: 338 shares; 2025Q3: 309 shares; 2025Q4: 277 shares 277 $57.8K 0.01% -32 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22 shares; 2025Q1: 19 shares; 2025Q2: 96 shares; 2025Q3: 341 shares; 2025Q4: 318 shares 318 $57.8K 0.01% -23 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55 shares; 2025Q1: 155 shares; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 903 shares 903 $57.5K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 347 shares; 2025Q1: 347 shares; 2025Q2: 348 shares; 2025Q3: 348 shares; 2025Q4: 370 shares 370 $57.3K 0.01% +22 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $57.1K 0.01% 0 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 970 shares 970 $57K 0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 784 shares; 2025Q1: 909 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 484 shares 484 $56.8K 0.01% +75 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 225 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 227 shares 227 $56.6K 0.01% +1 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,137 shares; 2025Q1: 1,139 shares; 2025Q2: 1,140 shares; 2025Q3: 1,142 shares; 2025Q4: 1,143 shares 1,143 $56.1K 0.01% +1 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27 shares; 2025Q1: 91 shares; 2025Q2: 1,917 shares; 2025Q3: 1,917 shares; 2025Q4: 1,917 shares 1,917 $56K 0.01% 0 Timeline IWN 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 loaded; 2024Q4: 289 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 308 shares; 2025Q4: 308 shares 308 $55.9K 0.01% 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 loaded; 2024Q4: 15 shares; 2025Q1: 23 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares 345 $55.7K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,298 shares; 2025Q1: 2,330 shares; 2025Q2: 1,853 shares; 2025Q3: 1,613 shares; 2025Q4: 1,594 shares 1,594 $55.4K 0.01% -19 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,241 shares; 2025Q4: 4,211 shares 4,211 $55.3K 0.01% +2,970 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 345 shares; 2025Q1: 322 shares; 2025Q2: 309 shares; 2025Q3: 339 shares; 2025Q4: 339 shares 339 $55.1K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 180 shares; 2025Q3: 169 shares; 2025Q4: 209 shares 209 $54.9K 0.01% +40 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,212 shares; 2025Q1: 1,051 shares; 2025Q2: 722 shares; 2025Q3: 551 shares; 2025Q4: 560 shares 560 $54.8K 0.01% +9 Timeline XLG 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 loaded; 2024Q4: 1,161 shares; 2025Q1: 1,463 shares; 2025Q2: 982 shares; 2025Q3: 983 shares; 2025Q4: 923 shares 923 $54.8K 0.01% -60 Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,000 shares; 2025Q1: 20,000 shares; 2025Q2: 30,000 shares; 2025Q3: 25,937 shares; 2025Q4: 25,937 shares 25,937 $54.5K 0.01% 0 Timeline EWJ 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 loaded; 2024Q4: 665 shares; 2025Q1: 1,070 shares; 2025Q2: 1,106 shares; 2025Q3: 728 shares; 2025Q4: 672 shares 672 $54.3K 0.01% -56 Timeline PFM 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 loaded; 2024Q4: 2,151 shares; 2025Q1: 1,861 shares; 2025Q2: 1,054 shares; 2025Q3: 1,054 shares; 2025Q4: 1,053 shares 1,053 $54.2K 0.01% -1 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90 shares; 2025Q3: 140 shares; 2025Q4: 753 shares 753 $53.9K 0.01% +613 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 358 shares; 2025Q4: 436 shares 436 $53.1K 0.01% +78 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 loaded; 2024Q4: not reported; 2025Q1: 1,205 shares; 2025Q2: 1,222 shares; 2025Q3: 1,229 shares; 2025Q4: 1,235 shares 1,235 $53.1K 0.01% +6 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 loaded; 2024Q4: 5,005 shares; 2025Q1: 5,541 shares; 2025Q2: 4,867 shares; 2025Q3: 4,362 shares; 2025Q4: 4,027 shares 4,027 $52.8K 0.01% -335 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 596 shares; 2025Q1: 596 shares; 2025Q2: 596 shares; 2025Q3: 596 shares; 2025Q4: 596 shares 596 $52.6K 0.01% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 73 shares; 2025Q2: 2,195 shares; 2025Q3: 2,195 shares; 2025Q4: 2,195 shares 2,195 $52.5K 0.01% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,132 shares; 2025Q1: 522 shares; 2025Q2: 568 shares; 2025Q3: 561 shares; 2025Q4: 562 shares 562 $52.3K 0.01% +1 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 930 shares; 2025Q1: 964 shares; 2025Q2: 381 shares; 2025Q3: 382 shares; 2025Q4: 377 shares 377 $52.1K 0.01% -5 Timeline SCUS 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 loaded; 2024Q4: not reported; 2025Q1: 2,064 shares; 2025Q2: 2,064 shares; 2025Q3: 2,064 shares; 2025Q4: 2,064 shares 2,064 $52K 0.01% 0 Timeline VIS 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 loaded; 2024Q4: 165 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 174 shares 174 $51.9K 0.01% +8 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 925 shares; 2025Q1: 808 shares; 2025Q2: 628 shares; 2025Q3: 608 shares; 2025Q4: 609 shares 609 $51.9K 0.01% +1 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,320 shares 1,320 $51.7K 0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 118 shares; 2025Q1: 115 shares; 2025Q2: 184 shares; 2025Q3: 419 shares; 2025Q4: 399 shares 399 $51.5K 0.01% -20 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 729 shares; 2025Q2: 731 shares; 2025Q3: 733 shares; 2025Q4: 735 shares 735 $51.3K 0.01% +2 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 682 shares; 2025Q3: 685 shares; 2025Q4: 687 shares 687 $51.1K 0.01% +2 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,008 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares 1,008 $51K 0.01% 0 Timeline SHM 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 loaded; 2024Q4: 1,878 shares; 2025Q1: 1,886 shares; 2025Q2: 1,039 shares; 2025Q3: 1,046 shares; 2025Q4: 1,055 shares 1,055 $50.7K 0.01% +9 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 658 shares; 2025Q1: 902 shares; 2025Q2: 1,496 shares; 2025Q3: 1,492 shares; 2025Q4: 1,420 shares 1,420 $50.6K 0.01% -72 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,276 shares; 2025Q1: 1,276 shares; 2025Q2: 1,276 shares; 2025Q3: 1,276 shares; 2025Q4: 1,276 shares 1,276 $50K 0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,851 shares; 2025Q1: 2,388 shares; 2025Q2: 1,863 shares; 2025Q3: 873 shares; 2025Q4: 316 shares 316 $49.6K 0.01% -557 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 952 shares; 2025Q1: 6,100 shares; 2025Q2: 1,056 shares; 2025Q3: 987 shares; 2025Q4: 1,012 shares 1,012 $48.9K 0.01% +25 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 606 shares 606 $48.5K 0.01% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 81 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 164 shares 164 $48.5K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 419 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 428 shares 428 $48.1K 0.01% +32 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 311 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 293 shares; 2025Q4: 293 shares 293 $47.8K 0.01% 0 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 914 shares; 2025Q3: 914 shares; 2025Q4: 919 shares 919 $47.8K 0.01% +5 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,001 shares; 2025Q2: 2,001 shares; 2025Q3: 2,001 shares; 2025Q4: 2,001 shares 2,001 $47.6K 0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 398 shares; 2025Q1: 302 shares; 2025Q2: 512 shares; 2025Q3: 454 shares; 2025Q4: 454 shares 454 $47.6K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,156 shares; 2025Q1: 1,164 shares; 2025Q2: 1,361 shares; 2025Q3: 1,361 shares; 2025Q4: 1,284 shares 1,284 $47.5K 0.01% -77 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 131 shares 131 $47.5K 0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 695 shares; 2025Q1: 677 shares; 2025Q2: 574 shares; 2025Q3: 525 shares; 2025Q4: 526 shares 526 $47.4K 0.01% +1 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,080 shares; 2025Q1: 2,130 shares; 2025Q2: 2,131 shares; 2025Q3: 1,146 shares; 2025Q4: 1,146 shares 1,146 $47.2K <0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,258 shares; 2025Q1: 1,258 shares; 2025Q2: 1,258 shares; 2025Q3: 1,258 shares; 2025Q4: 1,258 shares 1,258 $47.1K <0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,094 shares; 2025Q1: 1,094 shares; 2025Q2: 1,058 shares; 2025Q3: 1,058 shares; 2025Q4: 1,061 shares 1,061 $47.1K <0.01% +3 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 210 shares; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 522 shares 522 $46.9K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares 265 $46.6K <0.01% 0 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 loaded; 2024Q4: 799 shares; 2025Q1: 1,336 shares; 2025Q2: 1,285 shares; 2025Q3: 1,320 shares; 2025Q4: 745 shares 745 $46.5K <0.01% -575 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 496 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 354 shares; 2025Q4: 454 shares 454 $45.9K <0.01% +100 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 321 shares; 2025Q3: 321 shares; 2025Q4: 321 shares 321 $45.7K <0.01% 0 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,219 shares; 2025Q1: 991 shares; 2025Q2: 670 shares; 2025Q3: 727 shares; 2025Q4: 702 shares 702 $45.2K <0.01% -25 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 114 shares; 2025Q1: 123 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares 120 $44.9K <0.01% 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 loaded; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 27 shares; 2025Q3: 1,280 shares; 2025Q4: 1,313 shares 1,313 $44.7K <0.01% +33 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 932 shares; 2025Q2: 932 shares; 2025Q3: 932 shares; 2025Q4: 932 shares 932 $44.7K <0.01% 0 Timeline IBUY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $44.7K <0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $44.6K <0.01% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65 shares; 2025Q1: 93 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares 144 $44.1K <0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60 shares; 2025Q1: 237 shares; 2025Q2: 263 shares; 2025Q3: 259 shares; 2025Q4: 396 shares 396 $43.6K <0.01% +137 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: not loaded; 2024Q4: 1,799 shares; 2025Q1: 1,802 shares; 2025Q2: 1,804 shares; 2025Q3: 1,807 shares; 2025Q4: 1,874 shares 1,874 $43.6K <0.01% +67 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,072 shares; 2025Q1: 2,091 shares; 2025Q2: 2,101 shares; 2025Q3: 2,918 shares; 2025Q4: 2,636 shares 2,636 $43.5K <0.01% -282 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: not loaded; 2024Q4: 586 shares; 2025Q1: 468 shares; 2025Q2: 503 shares; 2025Q3: 59 shares; 2025Q4: 282 shares 282 $43.3K <0.01% +223 Timeline ESGE 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 loaded; 2024Q4: 1,087 shares; 2025Q1: 1,277 shares; 2025Q2: 968 shares; 2025Q3: 968 shares; 2025Q4: 977 shares 977 $43.2K <0.01% +9 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70 shares; 2025Q1: 75 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 184 shares 184 $43.1K <0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 211 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 209 shares 209 $43.1K <0.01% +1 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 512 shares 512 $42.9K <0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 280 shares; 2025Q1: 297 shares; 2025Q2: 207 shares; 2025Q3: 174 shares; 2025Q4: 155 shares 155 $42.8K <0.01% -19 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 611 shares; 2025Q1: 632 shares; 2025Q2: 731 shares; 2025Q3: 811 shares; 2025Q4: 657 shares 657 $42.8K <0.01% -154 Timeline XJR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,004 shares 1,004 $42.8K <0.01% new Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 820 shares 820 $42.5K <0.01% +520 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 536 shares; 2025Q3: 540 shares; 2025Q4: 544 shares 544 $42.1K <0.01% +4 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,137 shares; 2025Q1: 1,243 shares; 2025Q2: 1,276 shares; 2025Q3: 1,160 shares; 2025Q4: 1,160 shares 1,160 $42.1K <0.01% 0 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,446 shares; 2025Q1: 2,446 shares; 2025Q2: 2,446 shares; 2025Q3: 2,446 shares; 2025Q4: 2,446 shares 2,446 $41.5K <0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 915 shares; 2025Q1: 1,389 shares; 2025Q2: 1,089 shares; 2025Q3: 1,089 shares; 2025Q4: 780 shares 780 $41.2K <0.01% -309 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 1,477 shares 1,477 $40.9K <0.01% +1,473 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $40K <0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 940 shares; 2025Q1: 940 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares 640 $39.8K <0.01% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares 1,130 $39.8K <0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 74 shares; 2025Q1: 527 shares; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 527 shares 527 $39.6K <0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 352 shares; 2025Q1: 358 shares; 2025Q2: 359 shares; 2025Q3: 360 shares; 2025Q4: 360 shares 360 $39.5K <0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $39.5K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 880 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares 1,025 $39.3K <0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 458 shares; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 408 shares 408 $39.1K <0.01% 0 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 loaded; 2024Q4: 190 shares; 2025Q1: 192 shares; 2025Q2: 736 shares; 2025Q3: 1,429 shares; 2025Q4: 1,429 shares 1,429 $39K <0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 439 shares; 2025Q4: 489 shares 489 $38.8K <0.01% +50 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106 shares; 2025Q1: 102 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares 99 $38.6K <0.01% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 483 shares; 2025Q1: 1,415 shares; 2025Q2: 1,108 shares; 2025Q3: 2,222 shares; 2025Q4: 1,630 shares 1,630 $38.6K <0.01% -592 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 58 shares; 2025Q1: 74 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 503 shares 503 $38.6K <0.01% -50 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 686 shares; 2025Q4: 2,863 shares 2,863 $38.4K <0.01% +2,177 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $38.4K <0.01% 0 Timeline CRTC DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,040 shares 1,040 $38.1K <0.01% new Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $38.1K <0.01% 0 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares 750 $37.9K <0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 85 shares 85 $37.8K <0.01% -2 Timeline PWZ 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 loaded; 2024Q4: 1,907 shares; 2025Q1: 1,821 shares; 2025Q2: 1,821 shares; 2025Q3: 1,664 shares; 2025Q4: 1,564 shares 1,564 $37.8K <0.01% -100 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 109 shares; 2025Q4: 109 shares 109 $37K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 434 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares 422 $36.8K <0.01% 0 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 140 shares; 2025Q3: 184 shares; 2025Q4: 205 shares 205 $36.7K <0.01% +21 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 144 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 203 shares; 2025Q4: 203 shares 203 $36.6K <0.01% 0 Timeline FNX 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: not loaded; 2024Q4: 271 shares; 2025Q1: 288 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 290 shares 290 $36.6K <0.01% +1 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 131 shares; 2025Q1: 222 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares 174 $36.6K <0.01% 0 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 530 shares; 2025Q4: 531 shares 531 $36.5K <0.01% +1 Timeline BKCG BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 995 shares; 2025Q2: 995 shares; 2025Q3: 995 shares; 2025Q4: 995 shares 995 $36.2K <0.01% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 355 shares 355 $36.2K <0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 47 shares; 2025Q3: 50 shares; 2025Q4: 47 shares 47 $36K <0.01% -3 Timeline ACWX 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 536 shares 536 $36K <0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 789 shares 789 $35.9K <0.01% +700 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,800 shares; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares; 2025Q4: 1,877 shares 1,877 $35.9K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 465 shares; 2025Q1: 524 shares; 2025Q2: 503 shares; 2025Q3: 467 shares; 2025Q4: 438 shares 438 $35.6K <0.01% -29 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 423 shares; 2025Q4: 424 shares 424 $35.6K <0.01% +1 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 161 shares; 2025Q3: 201 shares; 2025Q4: 189 shares 189 $35.6K <0.01% -12 Timeline DOUG DOUGLAS ELLIMAN INC More: the full row for DOUGLAS ELLIMAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $35.5K <0.01% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 550 shares; 2025Q4: 600 shares 600 $35.5K <0.01% +50 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 2,125 shares; 2025Q4: 2,499 shares 2,499 $35.4K <0.01% +374 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 777 shares; 2025Q2: 784 shares; 2025Q3: 765 shares; 2025Q4: 770 shares 770 $35.3K <0.01% +5 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $35.2K <0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares 189 $35.1K <0.01% 0 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 481 shares; 2025Q1: 481 shares; 2025Q2: 481 shares; 2025Q3: 481 shares; 2025Q4: 481 shares 481 $34.7K <0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,085 shares; 2025Q1: 1,185 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 335 shares 335 $34.4K <0.01% -200 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 166 shares 166 $34.4K <0.01% -39 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 786 shares; 2025Q1: 789 shares; 2025Q2: 793 shares; 2025Q3: 1,983 shares; 2025Q4: 1,988 shares 1,988 $34.3K <0.01% +5 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares 1,680 $34.2K <0.01% 0 Timeline ESGD 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 loaded; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 359 shares 359 $34.2K <0.01% +7 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 780 shares; 2025Q3: 788 shares; 2025Q4: 795 shares 795 $34K <0.01% +7 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,981 shares; 2025Q1: 4,019 shares; 2025Q2: 4,057 shares; 2025Q3: 4,097 shares; 2025Q4: 2,226 shares 2,226 $34K <0.01% -1,871 Timeline XRT 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 loaded; 2024Q4: 522 shares; 2025Q1: 523 shares; 2025Q2: 459 shares; 2025Q3: 401 shares; 2025Q4: 393 shares 393 $33.6K <0.01% -8 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares 292 $33.5K <0.01% 0 Timeline DFCF 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 loaded; 2024Q4: not reported; 2025Q1: 905 shares; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 785 shares 785 $33.4K <0.01% 0 Timeline ISTB 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 loaded; 2024Q4: 677 shares; 2025Q1: 679 shares; 2025Q2: 669 shares; 2025Q3: 672 shares; 2025Q4: 677 shares 677 $33K <0.01% +5 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 3 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 268 shares 268 $33K <0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 405 shares; 2025Q3: 407 shares; 2025Q4: 410 shares 410 $32.9K <0.01% +3 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares 162 $32.6K <0.01% 0 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 394 shares; 2025Q3: 394 shares; 2025Q4: 394 shares 394 $32.6K <0.01% 0 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,152 shares; 2025Q1: 1,566 shares; 2025Q2: 1,588 shares; 2025Q3: 1,591 shares; 2025Q4: 1,624 shares 1,624 $32.6K <0.01% +33 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 525 shares; 2025Q1: 1,182 shares; 2025Q2: 1,163 shares; 2025Q3: 1,144 shares; 2025Q4: 1,130 shares 1,130 $32.6K <0.01% -14 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $32.4K <0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 36 shares; 2025Q4: 16 shares 16 $32.2K <0.01% -20 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $32.1K <0.01% 0 Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $31.8K <0.01% 0 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 516 shares; 2025Q2: 521 shares; 2025Q3: 525 shares; 2025Q4: 539 shares 539 $31.8K <0.01% +14 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 26 shares; 2025Q4: 26 shares 26 $31.6K <0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares 170 $31.5K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $31.4K <0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: 23 shares; 2025Q2: 42 shares; 2025Q3: 156 shares; 2025Q4: 127 shares 127 $31.4K <0.01% -29 Timeline FYC 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: not loaded; 2024Q4: not reported; 2025Q1: 5,357 shares; 2025Q2: 1,790 shares; 2025Q3: 1,065 shares; 2025Q4: 323 shares 323 $31K <0.01% -742 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,503 shares; 2025Q1: 34,973 shares; 2025Q2: 24,618 shares; 2025Q3: 2,626 shares; 2025Q4: 1,609 shares 1,609 $30.9K <0.01% -1,017 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: not loaded; 2024Q4: 262 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 284 shares 284 $30.9K <0.01% 0 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 481 shares; 2025Q2: 485 shares; 2025Q3: 487 shares; 2025Q4: 509 shares 509 $30.8K <0.01% +22 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 609 shares 609 $30.8K <0.01% +3 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 117 shares; 2025Q1: 534 shares; 2025Q2: 535 shares; 2025Q3: 537 shares; 2025Q4: 538 shares 538 $30.7K <0.01% +1 Timeline PEJ 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 loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $30.7K <0.01% 0 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $30.6K <0.01% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares 55 $30.4K <0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares 126 $30.4K <0.01% 0 Timeline REZ 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 loaded; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares 365 $30.2K <0.01% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 528 shares 528 $30K <0.01% 0 Timeline IAF ABRDN AUSTRALIA EQUITY FD IN More: the full row for ABRDN AUSTRALIA EQUITY FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,320 shares 2,320 $30K <0.01% new Timeline TIPX 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 loaded; 2024Q4: 1,775 shares; 2025Q1: 1,776 shares; 2025Q2: 1,534 shares; 2025Q3: 1,551 shares; 2025Q4: 1,570 shares 1,570 $30K <0.01% +19 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55 shares; 2025Q1: not reported; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares 216 $29.9K <0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106 shares; 2025Q3: 178 shares; 2025Q4: 291 shares 291 $29.9K <0.01% +113 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 623 shares; 2025Q1: 623 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 660 shares 660 $29.8K <0.01% +10 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 376 shares; 2025Q4: 376 shares 376 $29.7K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 92 shares; 2025Q1: 87 shares; 2025Q2: 79 shares; 2025Q3: 95 shares; 2025Q4: 95 shares 95 $29.7K <0.01% 0 Timeline IVOL 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 loaded; 2024Q4: 1,549 shares; 2025Q1: 1,549 shares; 2025Q2: 1,549 shares; 2025Q3: 1,549 shares; 2025Q4: 1,549 shares 1,549 $29.7K <0.01% 0 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 loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 781 shares 781 $29.5K <0.01% +81 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 887 shares; 2025Q1: 937 shares; 2025Q2: 810 shares; 2025Q3: 666 shares; 2025Q4: 643 shares 643 $29.4K <0.01% -23 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,747 shares; 2025Q1: 24,830 shares; 2025Q2: 1,650 shares; 2025Q3: 1,652 shares; 2025Q4: 1,653 shares 1,653 $29.2K <0.01% +1 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 220 shares 220 $29.2K <0.01% +100 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 125 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 164 shares; 2025Q4: 143 shares 143 $29.1K <0.01% -21 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,795 shares; 2025Q1: 1,795 shares; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,795 shares 1,795 $28.9K <0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 72 shares 72 $28.6K <0.01% +36 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares 139 $28.5K <0.01% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 393 shares 393 $28.5K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 153 shares; 2025Q4: 153 shares 153 $28.5K <0.01% 0 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 323 shares; 2025Q2: 483 shares; 2025Q3: 530 shares; 2025Q4: 582 shares 582 $28.3K <0.01% +52 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 214 shares; 2025Q1: 208 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares 195 $28.1K <0.01% 0 Timeline UTMD UTAH MED PRODS INC More: the full row for UTAH MED PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $28K <0.01% 0 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $28K <0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 464 shares; 2025Q1: 338 shares; 2025Q2: 310 shares; 2025Q3: 313 shares; 2025Q4: 315 shares 315 $27.9K <0.01% +2 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 212 shares 212 $27.8K <0.01% -25 Timeline BUFF 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 loaded; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 555 shares 555 $27.7K <0.01% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 15 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 132 shares 132 $27.6K <0.01% -9 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 loaded; 2024Q4: 376 shares; 2025Q1: 278 shares; 2025Q2: 331 shares; 2025Q3: 344 shares; 2025Q4: 607 shares 607 $27.4K <0.01% +263 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: 34 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 96 shares 96 $27.3K <0.01% -7 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 194 shares; 2025Q1: 155 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares 146 $27.3K <0.01% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,115 shares; 2025Q1: 2,115 shares; 2025Q2: 2,615 shares; 2025Q3: 2,915 shares; 2025Q4: 2,715 shares 2,715 $27.1K <0.01% -200 Timeline USXF 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 loaded; 2024Q4: 4,305 shares; 2025Q1: 5,911 shares; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 469 shares 469 $27K <0.01% 0 Timeline QUS 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 loaded; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares 154 $26.8K <0.01% 0 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares 140 $26.8K <0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 610 shares; 2025Q4: 1,210 shares 1,210 $26.8K <0.01% +600 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 153 shares 153 $26.7K <0.01% +26 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,061 shares; 2025Q4: 3,061 shares 3,061 $26.7K <0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 219 shares 219 $26.7K <0.01% 0 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 907 shares; 2025Q1: 907 shares; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: 559 shares 559 $26.6K <0.01% +38 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares 670 $26.6K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,588 shares; 2025Q1: 1,588 shares; 2025Q2: 1,344 shares; 2025Q3: 1,375 shares; 2025Q4: 1,347 shares 1,347 $26.6K <0.01% -28 Timeline AOK 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares; 2025Q4: 657 shares 657 $26.4K <0.01% -1,986 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 975 shares; 2025Q4: 975 shares 975 $26.4K <0.01% 0 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 1,420 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares 1,430 $26.3K <0.01% 0 Timeline ITB 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 loaded; 2024Q4: 268 shares; 2025Q1: 270 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 273 shares 273 $26.3K <0.01% +1 Timeline SH 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 loaded; 2024Q4: 739 shares; 2025Q1: 739 shares; 2025Q2: 742 shares; 2025Q3: 742 shares; 2025Q4: 725 shares 725 $26.1K <0.01% -17 Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $26K <0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,159 shares 1,159 $26K <0.01% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $26K <0.01% 0 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 83 shares; 2025Q3: 183 shares; 2025Q4: 183 shares 183 $26K <0.01% 0 Timeline SHYG 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 loaded; 2024Q4: 516 shares; 2025Q1: 515 shares; 2025Q2: 525 shares; 2025Q3: 586 shares; 2025Q4: 599 shares 599 $25.7K <0.01% +13 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 439 shares 439 $25.7K <0.01% +3 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,064 shares; 2025Q1: 2,064 shares; 2025Q2: 2,064 shares; 2025Q3: 2,064 shares; 2025Q4: 2,064 shares 2,064 $25.7K <0.01% 0 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,151 shares; 2025Q1: 1,159 shares; 2025Q2: 1,001 shares; 2025Q3: 1,013 shares; 2025Q4: 1,028 shares 1,028 $25.7K <0.01% +15 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 372 shares; 2025Q1: 613 shares; 2025Q2: 444 shares; 2025Q3: 289 shares; 2025Q4: 289 shares 289 $25.3K <0.01% 0 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 135 shares; 2025Q2: 562 shares; 2025Q3: 571 shares; 2025Q4: 1,071 shares 1,071 $25K <0.01% +500 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: not loaded; 2024Q4: 1,503 shares; 2025Q1: 1,503 shares; 2025Q2: 1,503 shares; 2025Q3: 1,503 shares; 2025Q4: 1,513 shares 1,513 $24.9K <0.01% +10 Timeline ALGS ALIGOS THERAPEUTICS INC More: the full row for ALIGOS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,674 shares; 2025Q1: 2,674 shares; 2025Q2: 2,674 shares; 2025Q3: 2,674 shares; 2025Q4: 2,674 shares 2,674 $24.9K <0.01% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 302 shares 302 $24.8K <0.01% +1 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 108 shares; 2025Q4: 108 shares 108 $24.6K <0.01% 0 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 186 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: 372 shares; 2025Q4: 384 shares 384 $24.6K <0.01% +12 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 334 shares; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: 340 shares; 2025Q4: 340 shares 340 $24.5K <0.01% 0 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,336 shares 3,336 $24.4K <0.01% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 828 shares; 2025Q1: 440 shares; 2025Q2: 380 shares; 2025Q3: 382 shares; 2025Q4: 385 shares 385 $24.3K <0.01% +3 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 533 shares; 2025Q1: 533 shares; 2025Q2: 533 shares; 2025Q3: 579 shares; 2025Q4: 533 shares 533 $24K <0.01% -46 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 112 shares 112 $23.9K <0.01% +5 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares 38 $23.7K <0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 850 shares; 2025Q1: 845 shares; 2025Q2: 736 shares; 2025Q3: 748 shares; 2025Q4: 762 shares 762 $23.6K <0.01% +14 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 190 shares; 2025Q1: 199 shares; 2025Q2: 370 shares; 2025Q3: 207 shares; 2025Q4: 173 shares 173 $23.5K <0.01% -34 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,097 shares; 2025Q1: 1,105 shares; 2025Q2: 1,113 shares; 2025Q3: 1,121 shares; 2025Q4: 1,129 shares 1,129 $23.4K <0.01% +8 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $23.4K <0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,156 shares; 2025Q1: 542 shares; 2025Q2: 571 shares; 2025Q3: 495 shares; 2025Q4: 387 shares 387 $23.2K <0.01% -108 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 401 shares 401 $23.1K <0.01% +1 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 601 shares; 2025Q1: 601 shares; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 607 shares 607 $23.1K <0.01% +6 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125 $23.1K <0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 361 shares 361 $23K <0.01% -12 Timeline SCHI 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 loaded; 2024Q4: 608 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 998 shares 998 $22.9K <0.01% +980 Timeline CAL CALERES INC More: the full row for CALERES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,549 shares; 2025Q1: 2,549 shares; 2025Q2: 2,332 shares; 2025Q3: 1,882 shares; 2025Q4: 1,882 shares 1,882 $22.9K <0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 929 shares; 2025Q1: 250 shares; 2025Q2: 224 shares; 2025Q3: 227 shares; 2025Q4: 229 shares 229 $22.9K <0.01% +2 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 418 shares 418 $22.5K <0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares 66 $22.3K <0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 213 shares 213 $22.1K <0.01% +9 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 501 shares; 2025Q4: 505 shares 505 $22.1K <0.01% +4 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares 49 $22K <0.01% 0 Timeline REAX THE REAL BROKERAGE INC More: the full row for THE REAL BROKERAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $21.9K <0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 173 shares 173 $21.8K <0.01% -173 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,408 shares; 2025Q1: 1,408 shares; 2025Q2: 1,408 shares; 2025Q3: 1,421 shares; 2025Q4: 1,421 shares 1,421 $21.8K <0.01% 0 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 215 shares 215 $21.6K <0.01% new Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 816 shares; 2025Q1: 816 shares; 2025Q2: 816 shares; 2025Q3: 556 shares; 2025Q4: 556 shares 556 $21.3K <0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 321 shares 321 $21K <0.01% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 258 shares; 2025Q4: 158 shares 158 $21K <0.01% -100 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25 shares; 2025Q1: 29 shares; 2025Q2: 150 shares; 2025Q3: 109 shares; 2025Q4: 95 shares 95 $20.8K <0.01% -14 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 164 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares 159 $20.7K <0.01% 0 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 338 shares; 2025Q1: 341 shares; 2025Q2: 439 shares; 2025Q3: 467 shares; 2025Q4: 651 shares 651 $20.6K <0.01% +184 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 46 shares 46 $20.5K <0.01% +7 BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 102 shares; 2025Q1: 98 shares; 2025Q2: 338 shares; 2025Q3: 339 shares; 2025Q4: 242 shares 242 $20.5K <0.01% -97 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 769 shares; 2025Q1: 457 shares; 2025Q2: 245 shares; 2025Q3: 225 shares; 2025Q4: 226 shares 226 $20.4K <0.01% +1 Timeline SCYB 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 loaded; 2024Q4: not reported; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 770 shares 770 $20.3K <0.01% 0 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 633 shares 633 $20.3K <0.01% 0 Timeline FDM 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 loaded; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares 255 $20.3K <0.01% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60 shares; 2025Q1: 980 shares; 2025Q2: 919 shares; 2025Q3: 899 shares; 2025Q4: 1,009 shares 1,009 $20.2K <0.01% +110 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares 98 $20.1K <0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 134 shares; 2025Q1: 130 shares; 2025Q2: 60 shares; 2025Q3: 327 shares; 2025Q4: 87 shares 87 $20K <0.01% -240 Timeline SBH SALLY BEAUTY HLDGS INC More: the full row for SALLY BEAUTY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,735 shares; 2025Q1: 1,735 shares; 2025Q2: 1,383 shares; 2025Q3: 1,383 shares; 2025Q4: 1,383 shares 1,383 $19.7K <0.01% 0 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 179 shares 179 $19.7K <0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares 110 $19.7K <0.01% 0 Timeline FEUZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 320 shares; 2025Q4: 320 shares 320 $19.6K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares 51 $19.6K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 356 shares 356 $19.5K <0.01% +2 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $19.3K <0.01% 0 Timeline MSB MESABI TR More: the full row for MESABI TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $19.3K <0.01% 0 Timeline SHE 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 loaded; 2024Q4: 154 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 145 shares; 2025Q4: 145 shares 145 $19.2K <0.01% 0 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156 shares; 2025Q3: 267 shares; 2025Q4: 243 shares 243 $19.1K <0.01% -24 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 576 shares; 2025Q3: 626 shares; 2025Q4: 576 shares 576 $19K <0.01% -50 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $19K <0.01% 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 loaded; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 148 shares 148 $19K <0.01% 0 Timeline IFLN 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 loaded; 2024Q4: not reported; 2025Q1: 1,035 shares; 2025Q2: 1,049 shares; 2025Q3: 998 shares; 2025Q4: 1,012 shares 1,012 $18.8K <0.01% +14 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 856 shares 856 $18.8K <0.01% 0 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,662 shares; 2025Q1: 1,383 shares; 2025Q2: 1,383 shares; 2025Q3: 1,383 shares; 2025Q4: 1,383 shares 1,383 $18.7K <0.01% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares 163 $18.7K <0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 172 shares; 2025Q4: 172 shares 172 $18.7K <0.01% 0 Timeline MGK 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 loaded; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 45 shares 45 $18.6K <0.01% +42 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 285 shares; 2025Q1: 320 shares; 2025Q2: 341 shares; 2025Q3: 344 shares; 2025Q4: 354 shares 354 $18.6K <0.01% +10 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 727 shares; 2025Q4: 727 shares 727 $18.5K <0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 378 shares; 2025Q1: 439 shares; 2025Q2: 489 shares; 2025Q3: 499 shares; 2025Q4: 500 shares 500 $18.3K <0.01% +1 Timeline XTN 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 loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $18.3K <0.01% 0 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,206 shares; 2025Q1: 803 shares; 2025Q2: 686 shares; 2025Q3: 692 shares; 2025Q4: 787 shares 787 $18.3K <0.01% +95 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares 130 $18.2K <0.01% 0 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 650 shares 650 $18.2K <0.01% new Timeline NGVC NATURAL GROCERS BY VITAMIN More: the full row for NATURAL GROCERS BY VITAMIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 673 shares; 2025Q1: 718 shares; 2025Q2: 718 shares; 2025Q3: 718 shares; 2025Q4: 718 shares 718 $18K <0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 356 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 384 shares 384 $18K <0.01% +28 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,754 shares; 2025Q1: 1,330 shares; 2025Q2: 1,375 shares; 2025Q3: 1,403 shares; 2025Q4: 1,403 shares 1,403 $17.9K <0.01% 0 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 272 shares; 2025Q1: 273 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $17.9K <0.01% 0 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $17.6K <0.01% 0 Timeline STNC HENNESSY FDS TR More: the full row for HENNESSY FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares 530 $17.6K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 136 shares; 2025Q4: 136 shares 136 $17.5K <0.01% 0 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 591 shares; 2025Q1: 591 shares; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 591 shares 591 $17.5K <0.01% 0 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 124 shares 124 $17.5K <0.01% +10 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,500 shares; 2025Q2: 37,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $17.4K <0.01% 0 Timeline GRX GABELLI HEALTHCARE & WELLNES More: the full row for GABELLI HEALTHCARE & WELLNES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,811 shares; 2025Q1: 1,811 shares; 2025Q2: 1,811 shares; 2025Q3: 1,811 shares; 2025Q4: 1,811 shares 1,811 $17.4K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 310 shares; 2025Q1: 132 shares; 2025Q2: 129 shares; 2025Q3: 162 shares; 2025Q4: 218 shares 218 $17.3K <0.01% +56 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $17.2K <0.01% 0 Timeline FTRI 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 loaded; 2024Q4: 1,091 shares; 2025Q1: 1,091 shares; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,098 shares 1,098 $17.2K <0.01% +7 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 614 shares; 2025Q1: 614 shares; 2025Q2: 614 shares; 2025Q3: 614 shares; 2025Q4: 614 shares 614 $17.2K <0.01% 0 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165 shares; 2025Q4: 165 shares 165 $17.1K <0.01% 0 Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 276 shares 276 $17.1K <0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 310 shares 310 $17.1K <0.01% +1 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 209 shares 209 $17K <0.01% 0 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 807 shares; 2025Q3: 814 shares; 2025Q4: 447 shares 447 $16.9K <0.01% -367 Timeline NZAC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 395 shares 395 $16.9K <0.01% -34 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 560 shares 560 $16.9K <0.01% new Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 96 shares 96 $16.8K <0.01% +4 Timeline SCHO 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 loaded; 2024Q4: 1,073 shares; 2025Q1: 1,078 shares; 2025Q2: 625 shares; 2025Q3: 631 shares; 2025Q4: 683 shares 683 $16.7K <0.01% +52 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $16.6K <0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 248 shares; 2025Q1: 250 shares; 2025Q2: 252 shares; 2025Q3: 253 shares; 2025Q4: 245 shares 245 $16.5K <0.01% -8 Timeline IAT 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 loaded; 2024Q4: 280 shares; 2025Q1: 282 shares; 2025Q2: 284 shares; 2025Q3: 286 shares; 2025Q4: 295 shares 295 $16.3K <0.01% +9 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares 118 $16.3K <0.01% 0 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 2,800 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $16.2K <0.01% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares 100 $16.2K <0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 161 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares 193 $16.2K <0.01% 0 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,348 shares; 2025Q1: 1,375 shares; 2025Q2: 1,403 shares; 2025Q3: 1,422 shares; 2025Q4: 1,462 shares 1,462 $16.2K <0.01% +40 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 545 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 438 shares 438 $16K <0.01% 0 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: 220 shares 220 $15.8K <0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 269 shares 269 $15.8K <0.01% 0 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 352 shares; 2025Q3: 321 shares; 2025Q4: 321 shares 321 $15.8K <0.01% 0 Timeline FLKR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,097 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 492 shares; 2025Q4: 492 shares 492 $15.8K <0.01% 0 Timeline CGW 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 loaded; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $15.8K <0.01% 0 Timeline BBJP 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 loaded; 2024Q4: 2,343 shares; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 236 shares 236 $15.6K <0.01% -806 Timeline PHO 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 loaded; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 318 shares; 2025Q3: 291 shares; 2025Q4: 221 shares 221 $15.6K <0.01% -70 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 660 shares; 2025Q2: 1,159 shares; 2025Q3: 1,159 shares; 2025Q4: 735 shares 735 $15.5K <0.01% -424 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 639 shares; 2025Q3: 639 shares; 2025Q4: 639 shares 639 $15.5K <0.01% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 82 shares 82 $15.4K <0.01% +15 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares 20 $15.4K <0.01% 0 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares 63 $15.4K <0.01% 0 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 565 shares; 2025Q3: 567 shares; 2025Q4: 419 shares 419 $15.4K <0.01% -148 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,077 shares; 2025Q1: 1,098 shares; 2025Q2: 1,120 shares; 2025Q3: 1,143 shares; 2025Q4: 1,168 shares 1,168 $15.3K <0.01% +25 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $15.2K <0.01% 0 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 461 shares; 2025Q1: 461 shares; 2025Q2: 461 shares; 2025Q3: 461 shares; 2025Q4: 461 shares 461 $14.9K <0.01% 0 Timeline NXTG 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 loaded; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares 138 $14.9K <0.01% 0 Timeline AFMC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 428 shares 428 $14.8K <0.01% +2 Timeline IYC 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 loaded; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares 143 $14.7K <0.01% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 283 shares; 2025Q1: 288 shares; 2025Q2: 290 shares; 2025Q3: 337 shares; 2025Q4: 339 shares 339 $14.7K <0.01% +2 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 207 shares; 2025Q1: 157 shares; 2025Q2: 87 shares; 2025Q3: 81 shares; 2025Q4: 181 shares 181 $14.7K <0.01% +100 Timeline