XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 135 shares; 2024Q4: 510 shares; 2025Q1: 2,539 shares; 2025Q2: 2,537 shares; 2025Q3: 2,449 shares 2,449 $96.1K 0.01% -88 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 15,155 shares; 2024Q2: 14,184 shares; 2024Q3: 8,851 shares; 2024Q4: 3,980 shares; 2025Q1: 2,218 shares; 2025Q2: 1,940 shares; 2025Q3: 1,485 shares 1,485 $96K 0.01% -455 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,705 shares; 2024Q2: 3,705 shares; 2024Q3: 3,705 shares; 2024Q4: 3,705 shares; 2025Q1: 3,705 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $96K 0.01% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,170 shares; 2025Q3: 1,995 shares 1,995 $95.6K 0.01% -175 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; 2023Q4: restricted; 2024Q1: 101 shares; 2024Q2: 109 shares; 2024Q3: 98 shares; 2024Q4: 67 shares; 2025Q1: 64 shares; 2025Q2: 885 shares; 2025Q3: 885 shares 885 $95.4K 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; 2023Q4: restricted; 2024Q1: 468 shares; 2024Q2: 590 shares; 2024Q3: 590 shares; 2024Q4: 590 shares; 2025Q1: 571 shares; 2025Q2: 506 shares; 2025Q3: 481 shares 481 $95.4K 0.01% -25 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,375 shares; 2024Q2: 1,375 shares; 2024Q3: 1,375 shares; 2024Q4: 1,375 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares 1,375 $94.8K 0.01% 0 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,002 shares; 2024Q3: 1,003 shares; 2024Q4: 1,004 shares; 2025Q1: 1,005 shares; 2025Q2: 2,606 shares; 2025Q3: 2,607 shares 2,607 $93.9K 0.01% +1 Timeline INCM 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 397 shares; 2024Q3: 2,237 shares; 2024Q4: 3,157 shares; 2025Q1: 3,567 shares; 2025Q2: 3,374 shares; 2025Q3: 3,374 shares 3,374 $93.6K 0.01% 0 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 459 shares; 2024Q2: 816 shares; 2024Q3: 1,001 shares; 2024Q4: 764 shares; 2025Q1: 736 shares; 2025Q2: 736 shares; 2025Q3: 705 shares 705 $93.4K 0.01% -31 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 335 shares; 2024Q3: 379 shares; 2024Q4: 371 shares; 2025Q1: 459 shares; 2025Q2: 425 shares; 2025Q3: 411 shares 411 $93.3K 0.01% -14 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,538 shares; 2024Q2: 2,538 shares; 2024Q3: 2,538 shares; 2024Q4: 2,338 shares; 2025Q1: 2,338 shares; 2025Q2: 2,338 shares; 2025Q3: 2,338 shares 2,338 $93.3K 0.01% 0 Timeline HYLS 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; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 2,185 shares; 2025Q2: 2,199 shares; 2025Q3: 2,214 shares 2,214 $93.1K 0.01% +15 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,329 shares; 2024Q2: 10,623 shares; 2024Q3: 6,541 shares; 2024Q4: 3,071 shares; 2025Q1: 1,416 shares; 2025Q2: 1,352 shares; 2025Q3: 1,036 shares 1,036 $92.9K 0.01% -316 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 625 shares; 2024Q2: 625 shares; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares 625 $92.6K 0.01% 0 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 423 shares; 2024Q2: 423 shares; 2024Q3: 424 shares; 2024Q4: 425 shares; 2025Q1: 426 shares; 2025Q2: 427 shares; 2025Q3: 427 shares 427 $92.6K 0.01% 0 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,028 shares; 2024Q2: 2,028 shares; 2024Q3: 2,028 shares; 2024Q4: 2,028 shares; 2025Q1: 2,028 shares; 2025Q2: 2,028 shares; 2025Q3: 2,028 shares 2,028 $92.2K 0.01% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,492 shares; 2024Q2: 4,737 shares; 2024Q3: 4,748 shares; 2024Q4: 6,017 shares; 2025Q1: 5,216 shares; 2025Q2: 4,777 shares; 2025Q3: 4,731 shares 4,731 $91.9K 0.01% -46 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; 2023Q4: restricted; 2024Q1: 204 shares; 2024Q2: 204 shares; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 200 shares; 2025Q2: 201 shares; 2025Q3: 201 shares 201 $91.9K 0.01% 0 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,000 shares; 2024Q2: 5,030 shares; 2024Q3: 5,097 shares; 2024Q4: 5,164 shares; 2025Q1: 5,350 shares; 2025Q2: 5,405 shares; 2025Q3: 5,439 shares 5,439 $91.9K 0.01% +34 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 87 shares; 2024Q3: 147 shares; 2024Q4: 90 shares; 2025Q1: 995 shares; 2025Q2: 4,639 shares; 2025Q3: 5,186 shares 5,186 $91.7K 0.01% +547 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 411 shares; 2024Q2: 411 shares; 2024Q3: 741 shares; 2024Q4: 1,042 shares; 2025Q1: 1,117 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares 1,118 $91.7K 0.01% 0 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,431 shares 1,431 $91.6K 0.01% new 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; 2023Q4: restricted; 2024Q1: 8,373 shares; 2024Q2: 6,620 shares; 2024Q3: 2,654 shares; 2024Q4: 2,107 shares; 2025Q1: 2,005 shares; 2025Q2: 901 shares; 2025Q3: 903 shares 903 $90.5K 0.01% +2 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 457 shares; 2024Q3: 712 shares; 2024Q4: 715 shares; 2025Q1: 718 shares; 2025Q2: 721 shares; 2025Q3: 724 shares 724 $90.5K 0.01% +3 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 868 shares; 2024Q2: 837 shares; 2024Q3: 807 shares; 2024Q4: 737 shares; 2025Q1: 725 shares; 2025Q2: 695 shares; 2025Q3: 645 shares 645 $90.4K 0.01% -50 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares; 2025Q3: 1,653 shares 1,653 $89.9K 0.01% -277 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; 2023Q4: restricted; 2024Q1: 319 shares; 2024Q2: 459 shares; 2024Q3: 459 shares; 2024Q4: 410 shares; 2025Q1: 396 shares; 2025Q2: 376 shares; 2025Q3: 376 shares 376 $88.3K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 316 shares; 2024Q2: 314 shares; 2024Q3: 314 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 292 shares 292 $87.8K 0.01% -22 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,070 shares; 2024Q2: 1,070 shares; 2024Q3: 1,070 shares; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 1,070 shares; 2025Q3: 1,020 shares 1,020 $87.8K 0.01% -50 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 280 shares; 2024Q2: 283 shares; 2024Q3: 1,318 shares; 2024Q4: 718 shares; 2025Q1: 1,192 shares; 2025Q2: 1,104 shares; 2025Q3: 861 shares 861 $87.3K 0.01% -243 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 36 shares; 2024Q2: 36 shares; 2024Q3: 37 shares; 2024Q4: 59 shares; 2025Q1: 72 shares; 2025Q2: 75 shares; 2025Q3: 90 shares 90 $87.1K 0.01% +15 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,209 shares; 2024Q2: 3,209 shares; 2024Q3: 3,209 shares; 2024Q4: 3,209 shares; 2025Q1: 3,209 shares; 2025Q2: 3,209 shares; 2025Q3: 3,209 shares 3,209 $87K 0.01% 0 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; 2023Q4: restricted; 2024Q1: 453 shares; 2024Q2: 1,113 shares; 2024Q3: 1,117 shares; 2024Q4: 1,121 shares; 2025Q1: 1,034 shares; 2025Q2: 1,037 shares; 2025Q3: 1,040 shares 1,040 $86.7K 0.01% +3 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; 2023Q4: restricted; 2024Q1: 335 shares; 2024Q2: 1,564 shares; 2024Q3: 2,099 shares; 2024Q4: 1,449 shares; 2025Q1: 994 shares; 2025Q2: 2,838 shares; 2025Q3: 3,288 shares 3,288 $86.4K 0.01% +450 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares 350 $86.2K 0.01% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,544 shares; 2024Q2: 4,833 shares; 2024Q3: 2,523 shares; 2024Q4: 1,702 shares; 2025Q1: 1,566 shares; 2025Q2: 845 shares; 2025Q3: 636 shares 636 $85.5K 0.01% -209 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; 2023Q4: restricted; 2024Q1: 49 shares; 2024Q2: 2,550 shares; 2024Q3: 2,550 shares; 2024Q4: 2,500 shares; 2025Q1: 2,303 shares; 2025Q2: 2,615 shares; 2025Q3: 2,165 shares 2,165 $84.8K 0.01% -450 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 218 shares; 2024Q2: 663 shares; 2024Q3: 743 shares; 2024Q4: 744 shares; 2025Q1: 745 shares; 2025Q2: 645 shares; 2025Q3: 649 shares 649 $84.2K 0.01% +4 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 351 shares; 2024Q3: 373 shares; 2024Q4: 533 shares; 2025Q1: 535 shares; 2025Q2: 539 shares; 2025Q3: 1,209 shares 1,209 $83.8K 0.01% +670 Timeline FJUN 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,495 shares; 2025Q2: 1,495 shares; 2025Q3: 1,495 shares 1,495 $83.6K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 743 shares; 2024Q2: 1,090 shares; 2024Q3: 1,120 shares; 2024Q4: 1,127 shares; 2025Q1: 1,132 shares; 2025Q2: 1,138 shares; 2025Q3: 1,231 shares 1,231 $83.5K 0.01% +93 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 46 shares; 2024Q2: 254 shares; 2024Q3: 416 shares; 2024Q4: 442 shares; 2025Q1: 468 shares; 2025Q2: 781 shares; 2025Q3: 927 shares 927 $83K 0.01% +146 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 957 shares; 2024Q2: 1,133 shares; 2024Q3: 529 shares; 2024Q4: 512 shares; 2025Q1: 422 shares; 2025Q2: 386 shares; 2025Q3: 383 shares 383 $82.7K 0.01% -3 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,241 shares; 2024Q2: 1,241 shares; 2024Q3: 1,241 shares; 2024Q4: 1,241 shares; 2025Q1: 1,242 shares; 2025Q2: 1,242 shares; 2025Q3: 1,942 shares 1,942 $82.5K 0.01% +700 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; 2023Q4: restricted; 2024Q1: 4,175 shares; 2024Q2: 4,164 shares; 2024Q3: 1,379 shares; 2024Q4: 1,379 shares; 2025Q1: 1,317 shares; 2025Q2: 1,217 shares; 2025Q3: 1,217 shares 1,217 $82.2K 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 703 shares; 2024Q2: 616 shares; 2024Q3: 639 shares; 2024Q4: 639 shares; 2025Q1: 639 shares; 2025Q2: 835 shares; 2025Q3: 835 shares 835 $80.7K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 391 shares; 2024Q2: 581 shares; 2024Q3: 2,945 shares; 2024Q4: 1,454 shares; 2025Q1: 1,049 shares; 2025Q2: 785 shares; 2025Q3: 795 shares 795 $80.6K 0.01% +10 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,312 shares; 2024Q2: 2,216 shares; 2024Q3: 1,925 shares; 2024Q4: 1,552 shares; 2025Q1: 1,430 shares; 2025Q2: 1,186 shares; 2025Q3: 1,156 shares 1,156 $80.6K 0.01% -30 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; 2023Q4: restricted; 2024Q1: 582 shares; 2024Q2: 583 shares; 2024Q3: 585 shares; 2024Q4: 587 shares; 2025Q1: 612 shares; 2025Q2: 613 shares; 2025Q3: 615 shares 615 $80.1K 0.01% +2 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 59 shares; 2024Q2: 98 shares; 2024Q3: 112 shares; 2024Q4: 98 shares; 2025Q1: 397 shares; 2025Q2: 816 shares; 2025Q3: 816 shares 816 $79.9K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 138 shares; 2024Q2: 119 shares; 2024Q3: 139 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 131 shares; 2025Q3: 131 shares 131 $79.9K 0.01% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 310 shares; 2024Q2: 1,357 shares; 2024Q3: 1,363 shares; 2024Q4: 1,369 shares; 2025Q1: 1,375 shares; 2025Q2: 1,383 shares; 2025Q3: 1,389 shares 1,389 $79.9K 0.01% +6 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 768 shares; 2024Q2: 768 shares; 2024Q3: 1,964 shares; 2024Q4: 2,149 shares; 2025Q1: 2,175 shares; 2025Q2: 2,175 shares; 2025Q3: 2,188 shares 2,188 $79.5K 0.01% +13 Timeline RWLC ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 6,450 shares; 2024Q3: 6,450 shares; 2024Q4: 6,450 shares; 2025Q1: 5,450 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares 2,100 $79.4K 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; 2023Q4: restricted; 2024Q1: 665 shares; 2024Q2: 710 shares; 2024Q3: 759 shares; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 510 shares; 2025Q3: 335 shares 335 $79K 0.01% -175 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; 2023Q4: restricted; 2024Q1: 236 shares; 2024Q2: 435 shares; 2024Q3: 731 shares; 2024Q4: 781 shares; 2025Q1: 636 shares; 2025Q2: 618 shares; 2025Q3: 573 shares 573 $79K 0.01% -45 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; 2023Q4: restricted; 2024Q1: 1,534 shares; 2024Q2: 1,259 shares; 2024Q3: 1,137 shares; 2024Q4: 1,187 shares; 2025Q1: 1,053 shares; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares 1,059 $78.9K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,725 shares; 2024Q2: 2,425 shares; 2024Q3: 2,471 shares; 2024Q4: 2,331 shares; 2025Q1: 2,444 shares; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares 1,825 $78.8K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 743 shares; 2024Q2: 743 shares; 2024Q3: 891 shares; 2024Q4: 1,013 shares; 2025Q1: 1,013 shares; 2025Q2: 1,005 shares; 2025Q3: 1,006 shares 1,006 $78.4K 0.01% +1 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,376 shares; 2024Q2: 1,160 shares; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 731 shares 731 $78.1K 0.01% -429 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 933 shares; 2025Q3: 933 shares 933 $77.8K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,155 shares; 2024Q2: 4,790 shares; 2024Q3: 4,699 shares; 2024Q4: 4,534 shares; 2025Q1: 4,553 shares; 2025Q2: 4,126 shares; 2025Q3: 3,383 shares 3,383 $77.6K 0.01% -743 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,153 shares; 2024Q2: 9,153 shares; 2024Q3: 9,153 shares; 2024Q4: 9,153 shares; 2025Q1: 8,493 shares; 2025Q2: 8,493 shares; 2025Q3: 8,493 shares 8,493 $76.9K 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; 2023Q4: restricted; 2024Q1: 856 shares; 2024Q2: 857 shares; 2024Q3: 858 shares; 2024Q4: 826 shares; 2025Q1: 826 shares; 2025Q2: 675 shares; 2025Q3: 676 shares 676 $76.5K 0.01% +1 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,675 shares; 2024Q2: 6,675 shares; 2024Q3: 6,675 shares; 2024Q4: 6,675 shares; 2025Q1: 6,675 shares; 2025Q2: 6,675 shares; 2025Q3: 6,675 shares 6,675 $76.3K 0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 150 shares; 2024Q2: 319 shares; 2024Q3: 319 shares; 2024Q4: 344 shares; 2025Q1: 345 shares; 2025Q2: 355 shares; 2025Q3: 641 shares 641 $75.9K 0.01% +286 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,407 shares; 2024Q2: 5,932 shares; 2024Q3: 7,116 shares; 2024Q4: 7,116 shares; 2025Q1: 7,116 shares; 2025Q2: 7,116 shares; 2025Q3: 7,116 shares 7,116 $75.6K 0.01% 0 Timeline GMAR 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,881 shares; 2025Q2: 1,881 shares; 2025Q3: 1,881 shares 1,881 $75.4K 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; 2023Q4: restricted; 2024Q1: 944 shares; 2024Q2: 944 shares; 2024Q3: 854 shares; 2024Q4: 854 shares; 2025Q1: 529 shares; 2025Q2: 531 shares; 2025Q3: 531 shares 531 $75.1K 0.01% 0 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,303 shares; 2025Q1: 2,178 shares; 2025Q2: 2,181 shares; 2025Q3: 2,181 shares 2,181 $75.1K 0.01% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,360 shares; 2024Q4: 545 shares; 2025Q1: 1,857 shares; 2025Q2: 1,618 shares; 2025Q3: 1,618 shares 1,618 $74.8K 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,656 shares; 2024Q2: 1,656 shares; 2024Q3: 1,225 shares; 2024Q4: 624 shares; 2025Q1: 380 shares; 2025Q2: 362 shares; 2025Q3: 310 shares 310 $74.6K 0.01% -52 Timeline YORW YORK WTR CO More: the full row for YORK WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,865 shares; 2024Q2: 5,545 shares; 2024Q3: 5,045 shares; 2024Q4: 4,322 shares; 2025Q1: 4,252 shares; 2025Q2: 2,977 shares; 2025Q3: 2,447 shares 2,447 $74.4K 0.01% -530 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,467 shares; 2024Q2: 4,386 shares; 2024Q3: 4,328 shares; 2024Q4: 3,968 shares; 2025Q1: 3,597 shares; 2025Q2: 1,822 shares; 2025Q3: 1,766 shares 1,766 $74.4K 0.01% -56 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; 2023Q4: restricted; 2024Q1: 4,080 shares; 2024Q2: 6,389 shares; 2024Q3: 4,882 shares; 2024Q4: 4,287 shares; 2025Q1: 3,335 shares; 2025Q2: 2,619 shares; 2025Q3: 2,623 shares 2,623 $74.2K 0.01% +4 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 873 shares; 2024Q2: 873 shares; 2024Q3: 873 shares; 2024Q4: 873 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 873 shares 873 $74.1K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 269 shares; 2024Q2: 294 shares; 2024Q3: 294 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 285 shares 285 $73.9K 0.01% +1 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 405 shares; 2024Q2: 405 shares; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 680 shares; 2025Q3: 787 shares 787 $73.8K 0.01% +107 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 932 shares; 2024Q2: 932 shares; 2024Q3: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: 1,080 shares; 2025Q2: 1,088 shares; 2025Q3: 1,089 shares 1,089 $73.6K 0.01% +1 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 482 shares; 2024Q2: 522 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 440 shares; 2025Q3: 440 shares 440 $73.4K 0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11 shares; 2024Q2: 11 shares; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,187 shares 1,187 $73K 0.01% new 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 410 shares; 2024Q3: 512 shares; 2024Q4: 571 shares; 2025Q1: 368 shares; 2025Q2: 369 shares; 2025Q3: 510 shares 510 $72.7K 0.01% +141 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; 2023Q4: restricted; 2024Q1: 1,560 shares; 2024Q2: 1,460 shares; 2024Q3: 1,522 shares; 2024Q4: 1,222 shares; 2025Q1: 1,222 shares; 2025Q2: 1,065 shares; 2025Q3: 665 shares 665 $72.2K 0.01% -400 Timeline RFG 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; 2023Q4: restricted; 2024Q1: 1,910 shares; 2024Q2: 1,630 shares; 2024Q3: 1,490 shares; 2024Q4: 1,465 shares; 2025Q1: 1,415 shares; 2025Q2: 1,415 shares; 2025Q3: 1,415 shares 1,415 $72.1K 0.01% 0 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; 2023Q4: restricted; 2024Q1: 573 shares; 2024Q2: 573 shares; 2024Q3: 573 shares; 2024Q4: 548 shares; 2025Q1: 656 shares; 2025Q2: 549 shares; 2025Q3: 549 shares 549 $72K 0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,764 shares; 2024Q2: 2,396 shares; 2024Q3: 2,267 shares; 2024Q4: 1,951 shares; 2025Q1: 1,610 shares; 2025Q2: 1,115 shares; 2025Q3: 935 shares 935 $72K 0.01% -180 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,227 shares; 2024Q2: 10,227 shares; 2024Q3: 10,227 shares; 2024Q4: 10,227 shares; 2025Q1: 10,227 shares; 2025Q2: 10,227 shares; 2025Q3: 10,227 shares 10,227 $71.8K 0.01% 0 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,240 shares; 2024Q2: 4,240 shares; 2024Q3: 4,240 shares; 2024Q4: 4,240 shares; 2025Q1: 4,240 shares; 2025Q2: 4,240 shares; 2025Q3: 4,240 shares 4,240 $71.4K 0.01% 0 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201 shares; 2025Q2: 704 shares; 2025Q3: 1,404 shares 1,404 $71K 0.01% +700 Timeline IDMO 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 758 shares; 2025Q3: 1,299 shares 1,299 $70.1K 0.01% +541 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 820 shares; 2024Q2: 780 shares; 2024Q3: 782 shares; 2024Q4: 782 shares; 2025Q1: 721 shares; 2025Q2: 722 shares; 2025Q3: 722 shares 722 $69.7K 0.01% 0 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; 2023Q4: restricted; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 225 shares; 2025Q1: 399 shares; 2025Q2: 364 shares; 2025Q3: 364 shares 364 $69.6K 0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 472 shares; 2024Q2: 1,129 shares; 2024Q3: 1,129 shares; 2024Q4: 1,129 shares; 2025Q1: 1,091 shares; 2025Q2: 1,097 shares; 2025Q3: 959 shares 959 $69.3K 0.01% -138 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 867 shares 867 $68.8K 0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 55 shares; 2024Q2: 55 shares; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 156 shares; 2025Q3: 209 shares 209 $68.8K 0.01% +53 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,136 shares; 2024Q2: 1,346 shares; 2024Q3: 1,415 shares; 2024Q4: 1,361 shares; 2025Q1: 1,361 shares; 2025Q2: 837 shares; 2025Q3: 714 shares 714 $68.5K 0.01% -123 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 77 shares; 2024Q2: 98 shares; 2024Q3: 99 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $68K 0.01% 0 Timeline GSY 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; 2023Q4: restricted; 2024Q1: 2,927 shares; 2024Q2: 2,837 shares; 2024Q3: 2,429 shares; 2024Q4: 1,628 shares; 2025Q1: 1,593 shares; 2025Q2: 1,594 shares; 2025Q3: 1,352 shares 1,352 $67.9K 0.01% -242 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,939 shares 2,939 $67.5K 0.01% new Timeline XBNYX BLACKROCK NEW YORK MUNI INC More: the full row for BLACKROCK NEW YORK MUNI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,654 shares; 2024Q2: 6,654 shares; 2024Q3: 6,654 shares; 2024Q4: 6,654 shares; 2025Q1: 6,654 shares; 2025Q2: 6,654 shares; 2025Q3: 6,654 shares 6,654 $67.3K 0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 815 shares; 2024Q2: 817 shares; 2024Q3: 940 shares; 2024Q4: 944 shares; 2025Q1: 1,002 shares; 2025Q2: 1,012 shares; 2025Q3: 956 shares 956 $66.9K 0.01% -56 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,337 shares; 2025Q3: 1,337 shares 1,337 $66.6K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 671 shares; 2024Q2: 489 shares; 2024Q3: 458 shares; 2024Q4: 455 shares; 2025Q1: 387 shares; 2025Q2: 465 shares; 2025Q3: 454 shares 454 $66.4K 0.01% -11 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,810 shares; 2024Q2: 6,810 shares; 2024Q3: 6,810 shares; 2024Q4: 6,810 shares; 2025Q1: 6,810 shares; 2025Q2: 8,010 shares; 2025Q3: 8,010 shares 8,010 $66.3K 0.01% 0 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,414 shares; 2024Q2: 1,414 shares; 2024Q3: 1,442 shares; 2024Q4: 1,445 shares; 2025Q1: 924 shares; 2025Q2: 925 shares; 2025Q3: 805 shares 805 $66K 0.01% -120 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,205 shares; 2024Q2: 1,205 shares; 2024Q3: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 1,205 shares; 2025Q3: 1,205 shares 1,205 $64.8K 0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 201 shares; 2024Q2: 268 shares; 2024Q3: 282 shares; 2024Q4: 267 shares; 2025Q1: 268 shares; 2025Q2: 271 shares; 2025Q3: 220 shares 220 $64.6K 0.01% -51 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,290 shares; 2024Q2: 6,290 shares; 2024Q3: 6,290 shares; 2024Q4: 6,290 shares; 2025Q1: 6,290 shares; 2025Q2: 6,290 shares; 2025Q3: 6,290 shares 6,290 $64.2K 0.01% 0 Timeline FPX 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; 2023Q4: restricted; 2024Q1: 384 shares; 2024Q2: 384 shares; 2024Q3: 384 shares; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 384 shares; 2025Q3: 384 shares 384 $63.8K 0.01% 0 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; 2023Q4: restricted; 2024Q1: 235 shares; 2024Q2: 235 shares; 2024Q3: 237 shares; 2024Q4: 367 shares; 2025Q1: 430 shares; 2025Q2: 375 shares; 2025Q3: 375 shares 375 $63.2K 0.01% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 509 shares; 2024Q2: 509 shares; 2024Q3: 509 shares; 2024Q4: 509 shares; 2025Q1: 592 shares; 2025Q2: 509 shares; 2025Q3: 1,235 shares 1,235 $63.1K 0.01% +726 Timeline FCEF 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; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 2,748 shares 2,748 $62.9K 0.01% +2,248 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,112 shares; 2024Q2: 54,641 shares; 2024Q3: 31,035 shares; 2024Q4: 15,286 shares; 2025Q1: 7,856 shares; 2025Q2: 5,935 shares; 2025Q3: 3,423 shares 3,423 $62.7K 0.01% -2,512 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 200 shares; 2024Q4: 186 shares; 2025Q1: 207 shares; 2025Q2: 190 shares; 2025Q3: 148 shares 148 $62.3K 0.01% -42 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,554 shares; 2024Q2: 3,554 shares; 2024Q3: 3,554 shares; 2024Q4: 3,554 shares; 2025Q1: 3,554 shares; 2025Q2: 3,554 shares; 2025Q3: 4,654 shares 4,654 $62.1K 0.01% +1,100 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 249 shares; 2025Q3: 249 shares 249 $62.1K 0.01% 0 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 1,342 shares 1,342 $61.8K 0.01% +1,042 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,465 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares 1,465 $61.5K 0.01% 0 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,387 shares; 2024Q2: 6,387 shares; 2024Q3: 5,412 shares; 2024Q4: 4,637 shares; 2025Q1: 4,637 shares; 2025Q2: 4,637 shares; 2025Q3: 4,590 shares 4,590 $61.4K 0.01% -47 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; 2023Q4: restricted; 2024Q1: 492 shares; 2024Q2: 549 shares; 2024Q3: 569 shares; 2024Q4: 1,594 shares; 2025Q1: 2,347 shares; 2025Q2: 3,097 shares; 2025Q3: 3,794 shares 3,794 $61.2K 0.01% +697 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,046 shares; 2024Q2: 3,229 shares; 2024Q3: 3,242 shares; 2024Q4: 3,259 shares; 2025Q1: 3,268 shares; 2025Q2: 3,281 shares; 2025Q3: 2,595 shares 2,595 $61.1K 0.01% -686 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 272 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 248 shares; 2025Q3: 248 shares 248 $60.9K 0.01% 0 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; 2023Q4: restricted; 2024Q1: 5,294 shares; 2024Q2: 5,288 shares; 2024Q3: 4,839 shares; 2024Q4: 4,230 shares; 2025Q1: 2,266 shares; 2025Q2: 2,116 shares; 2025Q3: 2,332 shares 2,332 $60.7K 0.01% +216 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 808 shares; 2024Q2: 808 shares; 2024Q3: 746 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 811 shares; 2025Q3: 699 shares 699 $60.3K 0.01% -112 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,193 shares; 2024Q2: 1,193 shares; 2024Q3: 1,160 shares; 2024Q4: 1,085 shares; 2025Q1: 1,091 shares; 2025Q2: 1,102 shares; 2025Q3: 1,109 shares 1,109 $60.2K 0.01% +7 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 26,511 shares; 2024Q2: 24,958 shares; 2024Q3: 13,543 shares; 2024Q4: 5,103 shares; 2025Q1: 3,271 shares; 2025Q2: 2,888 shares; 2025Q3: 2,344 shares 2,344 $59.8K 0.01% -544 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 110 shares; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares 110 $59.7K 0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 313 shares; 2024Q2: 313 shares; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 314 shares 314 $59.6K 0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 204 shares; 2024Q2: 267 shares; 2024Q3: 268 shares; 2024Q4: 251 shares; 2025Q1: 252 shares; 2025Q2: 240 shares; 2025Q3: 762 shares 762 $59.5K 0.01% +522 Timeline FNY 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 648 shares 648 $59.4K 0.01% 0 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,674 shares; 2024Q2: 1,674 shares; 2024Q3: 1,674 shares; 2024Q4: 1,674 shares; 2025Q1: 1,574 shares; 2025Q2: 2,074 shares; 2025Q3: 2,074 shares 2,074 $59.2K 0.01% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7 shares; 2024Q2: 62 shares; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 55 shares; 2025Q2: 720 shares; 2025Q3: 1,300 shares 1,300 $59.2K 0.01% +580 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,317 shares; 2024Q2: not reported; 2024Q3: 9,626 shares; 2024Q4: 20,724 shares; 2025Q1: 21,854 shares; 2025Q2: 2,998 shares; 2025Q3: 2,203 shares 2,203 $59.1K 0.01% -795 Timeline FRI 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,089 shares; 2025Q2: 2,097 shares; 2025Q3: 2,103 shares 2,103 $59.1K 0.01% +6 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,960 shares; 2024Q2: 10,960 shares; 2024Q3: 10,960 shares; 2024Q4: 10,960 shares; 2025Q1: 10,960 shares; 2025Q2: 10,960 shares; 2025Q3: 10,960 shares 10,960 $59.1K 0.01% 0 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,096 shares; 2024Q2: 10,096 shares; 2024Q3: 10,096 shares; 2024Q4: 10,096 shares; 2025Q1: 10,096 shares; 2025Q2: 10,096 shares; 2025Q3: 10,096 shares 10,096 $58.6K 0.01% 0 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 117 shares; 2024Q4: 1,121 shares; 2025Q1: 1,472 shares; 2025Q2: 1,471 shares; 2025Q3: 1,112 shares 1,112 $58.1K 0.01% -359 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 658 shares; 2025Q3: 658 shares 658 $58K 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; 2023Q4: restricted; 2024Q1: 2,036 shares; 2024Q2: 2,023 shares; 2024Q3: 2,028 shares; 2024Q4: 1,824 shares; 2025Q1: 1,828 shares; 2025Q2: 582 shares; 2025Q3: 582 shares 582 $57.9K 0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 958 shares; 2025Q1: 865 shares; 2025Q2: 866 shares; 2025Q3: 851 shares 851 $57.5K 0.01% -15 Timeline PKW 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; 2023Q4: restricted; 2024Q1: 337 shares; 2024Q2: 337 shares; 2024Q3: 338 shares; 2024Q4: 339 shares; 2025Q1: 430 shares; 2025Q2: 431 shares; 2025Q3: 432 shares 432 $57.2K 0.01% +1 Timeline XSHQ 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,313 shares; 2025Q1: 1,313 shares; 2025Q2: 1,313 shares; 2025Q3: 1,313 shares 1,313 $56.5K 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; 2023Q4: restricted; 2024Q1: 76 shares; 2024Q2: 76 shares; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 719 shares; 2025Q3: 1,301 shares 1,301 $56.3K 0.01% +582 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 420 shares; 2024Q2: 420 shares; 2024Q3: 420 shares; 2024Q4: 3,395 shares; 2025Q1: 5,345 shares; 2025Q2: 6,614 shares; 2025Q3: 5,814 shares 5,814 $55.7K 0.01% -800 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 823 shares; 2024Q2: 1,125 shares; 2024Q3: 1,128 shares; 2024Q4: 1,130 shares; 2025Q1: 1,199 shares; 2025Q2: 1,232 shares; 2025Q3: 1,234 shares 1,234 $55.6K 0.01% +2 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 50 shares; 2024Q2: 268 shares; 2024Q3: 436 shares; 2024Q4: 437 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares 438 $55.5K 0.01% 0 Timeline FMAR 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares; 2025Q3: 1,190 shares 1,190 $55.2K 0.01% 0 Timeline SPGM 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 736 shares 736 $55.1K 0.01% new Timeline AFGR 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares 1,520 $55.1K 0.01% 0 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; 2023Q4: restricted; 2024Q1: 1,435 shares; 2024Q2: 1,435 shares; 2024Q3: 1,435 shares; 2024Q4: 1,435 shares; 2025Q1: 1,435 shares; 2025Q2: 1,435 shares; 2025Q3: 1,435 shares 1,435 $54.8K 0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 208 shares; 2024Q2: 331 shares; 2024Q3: 223 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares 223 $54.7K 0.01% 0 Timeline PBP 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,467 shares 2,467 $54.6K 0.01% new 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 805 shares; 2024Q3: 905 shares; 2024Q4: 906 shares; 2025Q1: 907 shares; 2025Q2: 912 shares; 2025Q3: 912 shares 912 $54.5K 0.01% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 158 shares; 2024Q2: 637 shares; 2024Q3: 662 shares; 2024Q4: 637 shares; 2025Q1: 612 shares; 2025Q2: 687 shares; 2025Q3: 667 shares 667 $54.4K 0.01% -20 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 62 shares; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 264 shares; 2025Q2: 268 shares; 2025Q3: 275 shares 275 $53.9K 0.01% +7 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 48 shares; 2024Q3: 354 shares; 2024Q4: 356 shares; 2025Q1: 365 shares; 2025Q2: 376 shares; 2025Q3: 376 shares 376 $53.5K 0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,557 shares; 2024Q2: 489 shares; 2024Q3: 489 shares; 2024Q4: 489 shares; 2025Q1: 502 shares; 2025Q2: 502 shares; 2025Q3: 502 shares 502 $53.5K 0.01% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 642 shares; 2024Q2: 642 shares; 2024Q3: 642 shares; 2024Q4: 642 shares; 2025Q1: 642 shares; 2025Q2: 642 shares; 2025Q3: 642 shares 642 $53.4K 0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 139 shares; 2024Q2: 139 shares; 2024Q3: 314 shares; 2024Q4: 314 shares; 2025Q1: 249 shares; 2025Q2: 250 shares; 2025Q3: 250 shares 250 $53.4K 0.01% 0 Timeline CXH MFS INVT GRADE MUN TR More: the full row for MFS INVT GRADE MUN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,775 shares; 2024Q2: 6,775 shares; 2024Q3: 6,775 shares; 2024Q4: 6,775 shares; 2025Q1: 6,775 shares; 2025Q2: 6,775 shares; 2025Q3: 6,775 shares 6,775 $53.3K 0.01% 0 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 787 shares 787 $52.7K 0.01% new Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58 shares; 2025Q2: 708 shares; 2025Q3: 708 shares 708 $52.6K 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; 2023Q4: restricted; 2024Q1: 560 shares; 2024Q2: 560 shares; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 561 shares; 2025Q2: 569 shares; 2025Q3: 569 shares 569 $51.8K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,138 shares; 2024Q2: 1,141 shares; 2024Q3: 1,104 shares; 2024Q4: 903 shares; 2025Q1: 905 shares; 2025Q2: 911 shares; 2025Q3: 911 shares 911 $51.7K 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; 2023Q4: restricted; 2024Q1: 425 shares; 2024Q2: 384 shares; 2024Q3: 384 shares; 2024Q4: 484 shares; 2025Q1: 458 shares; 2025Q2: 460 shares; 2025Q3: 462 shares 462 $51.4K 0.01% +2 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,312 shares 3,312 $51.3K 0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $51K 0.01% 0 Timeline XLGIX LAZARD GLOBAL TOTAL RETURN & More: the full row for LAZARD GLOBAL TOTAL RETURN & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,930 shares; 2024Q2: 2,930 shares; 2024Q3: 2,930 shares; 2024Q4: 2,930 shares; 2025Q1: 2,930 shares; 2025Q2: 2,930 shares; 2025Q3: 2,930 shares 2,930 $50.7K 0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 861 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525 shares 525 $50.6K 0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 245 shares; 2024Q3: 251 shares; 2024Q4: 245 shares; 2025Q1: 246 shares; 2025Q2: 251 shares; 2025Q3: 251 shares 251 $50.4K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 534 shares; 2024Q2: 535 shares; 2024Q3: 462 shares; 2024Q4: 313 shares; 2025Q1: 314 shares; 2025Q2: 318 shares; 2025Q3: 319 shares 319 $50.1K 0.01% +1 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,111 shares; 2024Q2: 6,111 shares; 2024Q3: 6,111 shares; 2024Q4: 6,111 shares; 2025Q1: 5,115 shares; 2025Q2: 5,115 shares; 2025Q3: 5,115 shares 5,115 $50.1K 0.01% 0 Timeline PEY 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; 2023Q4: restricted; 2024Q1: 2,375 shares; 2024Q2: 2,375 shares; 2024Q3: 2,375 shares; 2024Q4: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares 2,375 $50K 0.01% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 834 shares; 2025Q1: 837 shares; 2025Q2: 840 shares; 2025Q3: 842 shares 842 $49.8K 0.01% +2 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,253 shares; 2024Q2: 1,253 shares; 2024Q3: 1,253 shares; 2024Q4: 1,253 shares; 2025Q1: 1,253 shares; 2025Q2: 1,253 shares; 2025Q3: 1,253 shares 1,253 $49.6K 0.01% 0 Timeline 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; 2023Q4: restricted; 2024Q1: 38 shares; 2024Q2: 38 shares; 2024Q3: 38 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 40 shares; 2025Q3: 40 shares 40 $49.3K 0.01% 0 OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,100 shares; 2024Q2: 1,152 shares; 2024Q3: 1,152 shares; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: 1,152 shares; 2025Q3: 1,152 shares 1,152 $48.6K 0.01% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,503 shares; 2025Q1: 1,503 shares; 2025Q2: 1,503 shares; 2025Q3: 1,503 shares 1,503 $48.4K 0.01% 0 Timeline MDIV 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,012 shares; 2025Q2: 3,012 shares; 2025Q3: 3,012 shares 3,012 $48.3K 0.01% 0 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,498 shares; 2024Q2: 2,498 shares; 2024Q3: 884 shares; 2024Q4: 1,505 shares; 2025Q1: 4,875 shares; 2025Q2: 1,834 shares; 2025Q3: 1,640 shares 1,640 $48.2K 0.01% -194 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,092 shares; 2024Q2: 5,092 shares; 2024Q3: 4,865 shares; 2024Q4: 4,865 shares; 2025Q1: 4,345 shares; 2025Q2: 2,739 shares; 2025Q3: 2,378 shares 2,378 $48.2K 0.01% -361 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 377 shares; 2024Q2: 838 shares; 2024Q3: 1,171 shares; 2024Q4: 820 shares; 2025Q1: 728 shares; 2025Q2: 619 shares; 2025Q3: 610 shares 610 $48.2K 0.01% -9 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 168 shares; 2024Q3: 168 shares; 2024Q4: 168 shares; 2025Q1: 561 shares; 2025Q2: 599 shares; 2025Q3: 599 shares 599 $47.7K 0.01% 0 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; 2023Q4: restricted; 2024Q1: 95 shares; 2024Q2: 95 shares; 2024Q3: 96 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 98 shares; 2025Q3: 98 shares 98 $47.7K 0.01% 0 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,352 shares; 2024Q2: 2,364 shares; 2024Q3: 2,352 shares; 2024Q4: 1,912 shares; 2025Q1: 1,374 shares; 2025Q2: 1,374 shares; 2025Q3: 1,374 shares 1,374 $47.3K <0.01% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,438 shares; 2024Q2: 2,438 shares; 2024Q3: 2,438 shares; 2024Q4: 2,438 shares; 2025Q1: 2,438 shares; 2025Q2: 2,438 shares; 2025Q3: 2,438 shares 2,438 $47.2K <0.01% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 24,238 shares; 2024Q2: 23,037 shares; 2024Q3: 13,684 shares; 2024Q4: 5,663 shares; 2025Q1: 3,443 shares; 2025Q2: 2,992 shares; 2025Q3: 2,040 shares 2,040 $47.2K <0.01% -952 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 543 shares 543 $47.1K <0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 930 shares; 2024Q2: 1,148 shares; 2024Q3: 1,158 shares; 2024Q4: 674 shares; 2025Q1: 836 shares; 2025Q2: 1,350 shares; 2025Q3: 1,358 shares 1,358 $46.8K <0.01% +8 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; 2023Q4: restricted; 2024Q1: 349 shares; 2024Q2: 479 shares; 2024Q3: 479 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 312 shares 312 $46.7K <0.01% -112 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 177 shares; 2025Q2: 140 shares; 2025Q3: 140 shares 140 $46.5K <0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 766 shares; 2024Q2: 675 shares; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 676 shares; 2025Q2: 678 shares; 2025Q3: 678 shares 678 $46.5K <0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 874 shares 874 $46.3K <0.01% new Timeline SPEU 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 629 shares; 2025Q2: 917 shares; 2025Q3: 917 shares 917 $45.7K <0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 47 shares; 2025Q3: 39 shares 39 $45.5K <0.01% -8 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 61,810 shares; 2024Q4: 83 shares; 2025Q1: 67 shares; 2025Q2: 62 shares; 2025Q3: 547 shares 547 $45.4K <0.01% +485 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 148 shares 148 $45.2K <0.01% 0 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 825 shares; 2024Q3: 9,325 shares; 2024Q4: 9,325 shares; 2025Q1: 650 shares; 2025Q2: 3,370 shares; 2025Q3: 1,720 shares 1,720 $45K <0.01% -1,650 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 583 shares; 2024Q3: 612 shares; 2024Q4: 613 shares; 2025Q1: 613 shares; 2025Q2: 614 shares; 2025Q3: 577 shares 577 $44.8K <0.01% -37 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 70 shares; 2024Q2: 136 shares; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 177 shares; 2025Q2: 141 shares; 2025Q3: 141 shares 141 $44.8K <0.01% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 330 shares; 2025Q3: 1,127 shares 1,127 $44.6K <0.01% +797 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 272 shares; 2024Q2: 977 shares; 2024Q3: 977 shares; 2024Q4: 996 shares; 2025Q1: 996 shares; 2025Q2: 1,060 shares; 2025Q3: 869 shares 869 $44.5K <0.01% -191 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; 2023Q4: restricted; 2024Q1: 5,478 shares; 2024Q2: 4,676 shares; 2024Q3: 3,030 shares; 2024Q4: 2,830 shares; 2025Q1: 2,357 shares; 2025Q2: 2,263 shares; 2025Q3: 2,263 shares 2,263 $44.2K <0.01% 0 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,107 shares 3,107 $44.2K <0.01% new Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,029 shares; 2024Q4: 2,054 shares; 2025Q1: 2,080 shares; 2025Q2: 2,103 shares; 2025Q3: 2,116 shares 2,116 $44K <0.01% +13 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 92 shares; 2024Q2: 92 shares; 2024Q3: 369 shares; 2024Q4: 362 shares; 2025Q1: 364 shares; 2025Q2: 366 shares; 2025Q3: 366 shares 366 $43.9K <0.01% 0 Timeline EQAL 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 840 shares; 2025Q2: 840 shares; 2025Q3: 840 shares 840 $43.7K <0.01% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 364 shares; 2024Q2: 364 shares; 2024Q3: 364 shares; 2024Q4: 364 shares; 2025Q1: 364 shares; 2025Q2: 364 shares; 2025Q3: 364 shares 364 $43.7K <0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 308 shares; 2024Q2: 1,414 shares; 2024Q3: 1,513 shares; 2024Q4: 1,373 shares; 2025Q1: 1,365 shares; 2025Q2: 1,307 shares; 2025Q3: 1,307 shares 1,307 $43.6K <0.01% 0 Timeline RZG 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; 2023Q4: restricted; 2024Q1: 942 shares; 2024Q2: 900 shares; 2024Q3: 900 shares; 2024Q4: 816 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 792 shares 792 $43.1K <0.01% 0 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: not reported; 2025Q3: 500 shares 500 $43.1K <0.01% new Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 940 shares; 2025Q2: 940 shares; 2025Q3: 965 shares 965 $43K <0.01% +25 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,590 shares; 2024Q2: 1,514 shares; 2024Q3: 1,511 shares; 2024Q4: 1,509 shares; 2025Q1: 1,481 shares; 2025Q2: 660 shares; 2025Q3: 660 shares 660 $42.7K <0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 70 shares; 2024Q2: 254 shares; 2024Q3: 243 shares; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 244 shares; 2025Q3: 244 shares 244 $42.7K <0.01% 0 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 883 shares; 2024Q2: 883 shares; 2024Q3: 2,103 shares; 2024Q4: 2,103 shares; 2025Q1: 2,103 shares; 2025Q2: 2,103 shares; 2025Q3: 2,103 shares 2,103 $42.5K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 295 shares; 2024Q2: 302 shares; 2024Q3: 310 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 304 shares 304 $42.4K <0.01% +1 Timeline PBE 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 465 shares; 2024Q3: 465 shares; 2024Q4: 500 shares; 2025Q1: 604 shares; 2025Q2: 605 shares; 2025Q3: 607 shares 607 $42.4K <0.01% +2 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 56 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 1,017 shares 1,017 $42.3K <0.01% +962 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,465 shares; 2024Q2: 1,965 shares; 2024Q3: 1,600 shares; 2024Q4: 950 shares; 2025Q1: 16,158 shares; 2025Q2: 950 shares; 2025Q3: 950 shares 950 $42.2K <0.01% 0 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,105 shares; 2024Q2: 4,105 shares; 2024Q3: 4,105 shares; 2024Q4: 4,105 shares; 2025Q1: 4,105 shares; 2025Q2: 4,105 shares; 2025Q3: 4,105 shares 4,105 $41.7K <0.01% 0 Timeline GPIX 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares 797 $41.6K <0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,209 shares; 2024Q2: 1,209 shares; 2024Q3: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,267 shares; 2025Q2: 1,318 shares; 2025Q3: 1,336 shares 1,336 $41.6K <0.01% +18 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134 shares 134 $41.5K <0.01% new Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 459 shares; 2024Q3: 459 shares; 2024Q4: 459 shares; 2025Q1: 459 shares; 2025Q2: 459 shares; 2025Q3: 459 shares 459 $41.5K <0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 685 shares; 2024Q2: 685 shares; 2024Q3: 685 shares; 2024Q4: 685 shares; 2025Q1: 685 shares; 2025Q2: 685 shares; 2025Q3: 685 shares 685 $41.4K <0.01% 0 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 3,590 shares 3,590 $41K <0.01% +2,820 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 266 shares; 2024Q2: 196 shares; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares 196 $40.8K <0.01% 0 Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,750 shares; 2024Q2: 4,750 shares; 2024Q3: 4,750 shares; 2024Q4: 3,430 shares; 2025Q1: 3,430 shares; 2025Q2: 3,430 shares; 2025Q3: 3,430 shares 3,430 $40.4K <0.01% 0 Timeline FSCS 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares 1,100 $40.3K <0.01% 0 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; 2023Q4: restricted; 2024Q1: 1,597 shares; 2024Q2: 1,556 shares; 2024Q3: 1,656 shares; 2024Q4: 1,656 shares; 2025Q1: 1,411 shares; 2025Q2: 1,389 shares; 2025Q3: 296 shares 296 $39.9K <0.01% -1,093 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 757 shares; 2024Q2: 945 shares; 2024Q3: 444 shares; 2024Q4: 445 shares; 2025Q1: 407 shares; 2025Q2: 407 shares; 2025Q3: 392 shares 392 $39.2K <0.01% -15 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,960 shares; 2024Q2: 1,960 shares; 2024Q3: 1,460 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,180 shares 1,180 $39.2K <0.01% -230 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 30 shares; 2024Q2: 117 shares; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 122 shares; 2025Q3: 122 shares 122 $39K <0.01% 0 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,325 shares; 2024Q3: 1,475 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares 1,080 $39K <0.01% 0 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,288 shares 2,288 $38.7K <0.01% new 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; 2023Q4: restricted; 2024Q1: 1,771 shares; 2024Q2: 1,771 shares; 2024Q3: 1,365 shares; 2024Q4: 1,209 shares; 2025Q1: 1,209 shares; 2025Q2: 759 shares; 2025Q3: 679 shares 679 $38.6K <0.01% -80 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; 2023Q4: restricted; 2024Q1: 61 shares; 2024Q2: 61 shares; 2024Q3: 391 shares; 2024Q4: 215 shares; 2025Q1: 100 shares; 2025Q2: 74 shares; 2025Q3: 61 shares 61 $38.4K <0.01% -13 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,932 shares; 2024Q2: 1,932 shares; 2024Q3: 1,932 shares; 2024Q4: 1,932 shares; 2025Q1: 1,932 shares; 2025Q2: 2,682 shares; 2025Q3: 2,682 shares 2,682 $38.2K <0.01% 0 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; 2023Q4: restricted; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 189 shares; 2025Q1: 244 shares; 2025Q2: 244 shares; 2025Q3: 282 shares 282 $38.1K <0.01% +38 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92 shares 92 $38.1K <0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,193 shares; 2024Q2: 1,084 shares; 2024Q3: 1,112 shares; 2024Q4: 1,099 shares; 2025Q1: 1,108 shares; 2025Q2: 1,027 shares; 2025Q3: 1,011 shares 1,011 $37.6K <0.01% -16 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 149 shares; 2024Q2: 129 shares; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 97 shares 97 $37.5K <0.01% -32 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,893 shares; 2024Q2: 2,893 shares; 2024Q3: 2,893 shares; 2024Q4: 2,793 shares; 2025Q1: 2,793 shares; 2025Q2: 2,793 shares; 2025Q3: 2,793 shares 2,793 $37.3K <0.01% 0 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; 2023Q4: restricted; 2024Q1: 404 shares; 2024Q2: 444 shares; 2024Q3: 444 shares; 2024Q4: 444 shares; 2025Q1: 444 shares; 2025Q2: 450 shares; 2025Q3: 450 shares 450 $37.3K <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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 32 shares; 2024Q3: 376 shares; 2024Q4: 376 shares; 2025Q1: 377 shares; 2025Q2: 346 shares; 2025Q3: 346 shares 346 $37.1K <0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 725 shares; 2024Q2: 786 shares; 2024Q3: 786 shares; 2024Q4: 757 shares; 2025Q1: 758 shares; 2025Q2: 759 shares; 2025Q3: 686 shares 686 $37.1K <0.01% -73 Timeline PKB 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; 2023Q4: restricted; 2024Q1: 300 shares; 2024Q2: 368 shares; 2024Q3: 368 shares; 2024Q4: 368 shares; 2025Q1: 387 shares; 2025Q2: 387 shares; 2025Q3: 387 shares 387 $37K <0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 182 shares; 2024Q2: 204 shares; 2024Q3: 214 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 191 shares; 2025Q3: 191 shares 191 $36.8K <0.01% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,271 shares; 2024Q2: 4,624 shares; 2024Q3: 4,635 shares; 2024Q4: 4,635 shares; 2025Q1: 4,651 shares; 2025Q2: 3,367 shares; 2025Q3: 3,373 shares 3,373 $36.6K <0.01% +6 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; 2023Q4: restricted; 2024Q1: 3,244 shares; 2024Q2: 3,264 shares; 2024Q3: 2,764 shares; 2024Q4: 2,865 shares; 2025Q1: 2,492 shares; 2025Q2: 2,501 shares; 2025Q3: 2,481 shares 2,481 $36.4K <0.01% -20 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 811 shares; 2024Q2: 655 shares; 2024Q3: 647 shares; 2024Q4: 532 shares; 2025Q1: 536 shares; 2025Q2: 753 shares; 2025Q3: 753 shares 753 $36.4K <0.01% 0 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 319 shares; 2025Q3: 495 shares 495 $36.4K <0.01% +176 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,943 shares; 2024Q2: 5,819 shares; 2024Q3: 271 shares; 2024Q4: 52,134 shares; 2025Q1: 55,377 shares; 2025Q2: 270 shares; 2025Q3: 396 shares 396 $36.3K <0.01% +126 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; 2023Q4: restricted; 2024Q1: 28 shares; 2024Q2: 396 shares; 2024Q3: 396 shares; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 396 shares 396 $36.2K <0.01% 0 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 343 shares; 2024Q2: 343 shares; 2024Q3: 343 shares; 2024Q4: 261 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 225 shares 225 $36.1K <0.01% +64 Timeline GSEW 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; 2023Q4: restricted; 2024Q1: 80 shares; 2024Q2: 777 shares; 2024Q3: 777 shares; 2024Q4: 497 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares 425 $36.1K <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; 2023Q4: restricted; 2024Q1: 188 shares; 2024Q2: 188 shares; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 1,077 shares; 2025Q2: 188 shares; 2025Q3: 188 shares 188 $35.6K <0.01% 0 Timeline CGSM 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,350 shares 1,350 $35.6K <0.01% -600 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 426 shares; 2024Q2: 1,359 shares; 2024Q3: 1,089 shares; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 933 shares; 2025Q3: 933 shares 933 $35.5K <0.01% 0 Timeline PIONEER FLOATING RATE FUND I PIONEER FLOATING RATE FUND I More: the full row for PIONEER FLOATING RATE FUND I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,555 shares; 2024Q2: 3,555 shares; 2024Q3: 3,555 shares; 2024Q4: 3,555 shares; 2025Q1: 3,555 shares; 2025Q2: 3,555 shares; 2025Q3: 3,555 shares 3,555 $35.4K <0.01% 0 OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,755 shares; 2024Q2: 2,755 shares; 2024Q3: 2,755 shares; 2024Q4: 2,755 shares; 2025Q1: 2,755 shares; 2025Q2: 2,755 shares; 2025Q3: 2,755 shares 2,755 $35.2K <0.01% 0 Timeline QQQJ 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 73 shares; 2024Q3: 576 shares; 2024Q4: 576 shares; 2025Q1: 962 shares; 2025Q2: 979 shares; 2025Q3: 980 shares 980 $35.1K <0.01% +1 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,094 shares; 2024Q2: 1,094 shares; 2024Q3: 1,094 shares; 2024Q4: 1,094 shares; 2025Q1: 1,244 shares; 2025Q2: 685 shares; 2025Q3: 685 shares 685 $34.3K <0.01% 0 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,100 shares; 2024Q2: 2,100 shares; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares 1,900 $33.8K <0.01% 0 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 983 shares; 2025Q2: 983 shares; 2025Q3: 983 shares 983 $33.1K <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; 2023Q4: restricted; 2024Q1: 180 shares; 2024Q2: 180 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 358 shares; 2025Q2: 1,148 shares; 2025Q3: 1,148 shares 1,148 $33.1K <0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 136 shares; 2024Q2: 136 shares; 2024Q3: 180 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 102 shares; 2025Q3: 102 shares 102 $33K <0.01% 0 Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,337 shares; 2024Q2: 3,337 shares; 2024Q3: 3,337 shares; 2024Q4: 3,337 shares; 2025Q1: 3,337 shares; 2025Q2: 3,337 shares; 2025Q3: 3,337 shares 3,337 $32.9K <0.01% 0 Timeline AMRN AMARIN CORP PLC More: the full row for AMARIN CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $32.8K <0.01% 0 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; 2023Q4: restricted; 2024Q1: 300 shares; 2024Q2: 322 shares; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 408 shares; 2025Q2: 342 shares; 2025Q3: 342 shares 342 $32.7K <0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,279 shares; 2024Q2: 1,279 shares; 2024Q3: 1,279 shares; 2024Q4: 1,369 shares; 2025Q1: 1,369 shares; 2025Q2: 1,369 shares; 2025Q3: 1,369 shares 1,369 $32.4K <0.01% 0 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; 2023Q4: restricted; 2024Q1: 7 shares; 2024Q2: 353 shares; 2024Q3: 353 shares; 2024Q4: 353 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares 360 $32.3K <0.01% 0 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,279 shares; 2024Q3: 1,299 shares; 2024Q4: 1,279 shares; 2025Q1: 1,279 shares; 2025Q2: 1,279 shares; 2025Q3: 1,279 shares 1,279 $32.3K <0.01% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 129 shares; 2024Q2: 129 shares; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares 92 $32.2K <0.01% 0 Timeline INCO 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; 2023Q4: restricted; 2024Q1: 104 shares; 2024Q2: 629 shares; 2024Q3: 1,414 shares; 2024Q4: 2,880 shares; 2025Q1: 2,840 shares; 2025Q2: 273 shares; 2025Q3: 497 shares 497 $32.1K <0.01% +224 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; 2023Q4: restricted; 2024Q1: 25 shares; 2024Q2: 96 shares; 2024Q3: 111 shares; 2024Q4: 96 shares; 2025Q1: 72 shares; 2025Q2: 75 shares; 2025Q3: 75 shares 75 $32K <0.01% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 999 shares; 2024Q2: 999 shares; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 785 shares; 2025Q3: 785 shares 785 $31.8K <0.01% 0 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares 430 $31.7K <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 308 shares; 2024Q2: 615 shares; 2024Q3: 617 shares; 2024Q4: 490 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 489 shares 489 $31.7K <0.01% -26 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; 2023Q4: restricted; 2024Q1: 1,098 shares; 2024Q2: 1,487 shares; 2024Q3: 1,493 shares; 2024Q4: 1,453 shares; 2025Q1: 1,513 shares; 2025Q2: 1,074 shares; 2025Q3: 993 shares 993 $31.7K <0.01% -81 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 159 shares; 2024Q2: 159 shares; 2024Q3: 159 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 159 shares 159 $31.4K <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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 714 shares; 2024Q3: 629 shares; 2024Q4: 527 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 429 shares 429 $31.3K <0.01% -26 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; 2023Q4: restricted; 2024Q1: 175 shares; 2024Q2: 171 shares; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 102 shares; 2025Q2: 108 shares; 2025Q3: 108 shares 108 $31.3K <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; 2023Q4: restricted; 2024Q1: 365 shares; 2024Q2: 550 shares; 2024Q3: 780 shares; 2024Q4: 410 shares; 2025Q1: 513 shares; 2025Q2: 523 shares; 2025Q3: 523 shares 523 $31.2K <0.01% 0 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; 2023Q4: restricted; 2024Q1: 181 shares; 2024Q2: 182 shares; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 183 shares; 2025Q3: 183 shares 183 $31K <0.01% 0 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,900 shares; 2024Q2: 1,900 shares; 2024Q3: 1,900 shares; 2024Q4: 4,069 shares; 2025Q1: 4,069 shares; 2025Q2: 4,069 shares; 2025Q3: 4,069 shares 4,069 $30.9K <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; 2023Q4: restricted; 2024Q1: 98 shares; 2024Q2: 98 shares; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 103 shares; 2025Q3: 103 shares 103 $30.5K <0.01% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 29 shares; 2024Q4: 170 shares; 2025Q1: 308 shares; 2025Q2: 213 shares; 2025Q3: 514 shares 514 $30.5K <0.01% +301 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; 2023Q4: restricted; 2024Q1: 550 shares; 2024Q2: 550 shares; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 551 shares; 2025Q2: 570 shares; 2025Q3: 570 shares 570 $30.3K <0.01% 0 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; 2023Q4: restricted; 2024Q1: 1,343 shares; 2024Q2: 1,245 shares; 2024Q3: 897 shares; 2024Q4: 393 shares; 2025Q1: 176 shares; 2025Q2: 115 shares; 2025Q3: 71 shares 71 $30K <0.01% -44 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 704 shares 704 $29.9K <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; 2023Q4: restricted; 2024Q1: 496 shares; 2024Q2: 674 shares; 2024Q3: 528 shares; 2024Q4: 203 shares; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 297 shares 297 $29.8K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 214 shares; 2024Q2: 276 shares; 2024Q3: 230 shares; 2024Q4: 270 shares; 2025Q1: 216 shares; 2025Q2: 219 shares; 2025Q3: 132 shares 132 $29.8K <0.01% -87 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,111 shares; 2024Q2: 1,187 shares; 2024Q3: 1,189 shares; 2024Q4: 1,192 shares; 2025Q1: 943 shares; 2025Q2: 805 shares; 2025Q3: 811 shares 811 $29.6K <0.01% +6 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 17 shares; 2024Q2: 192 shares; 2024Q3: 175 shares; 2024Q4: 176 shares; 2025Q1: 177 shares; 2025Q2: 165 shares; 2025Q3: 165 shares 165 $29.4K <0.01% 0 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,800 shares; 2025Q2: 2,268 shares; 2025Q3: 2,268 shares 2,268 $29.3K <0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 368 shares; 2024Q2: 369 shares; 2024Q3: 429 shares; 2024Q4: 226 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 181 shares 181 $29.3K <0.01% -23 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 648 shares; 2024Q2: 663 shares; 2024Q3: 679 shares; 2024Q4: 695 shares; 2025Q1: 710 shares; 2025Q2: 726 shares; 2025Q3: 743 shares 743 $29.2K <0.01% +17 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $29.2K <0.01% 0 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,200 shares; 2024Q2: 3,200 shares; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares 3,200 $29.2K <0.01% 0 Timeline BBNX BETA BIONICS INC More: the full row for BETA BIONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,450 shares 1,450 $28.8K <0.01% +450 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 936 shares; 2024Q2: 936 shares; 2024Q3: 936 shares; 2024Q4: 936 shares; 2025Q1: 537 shares; 2025Q2: 539 shares; 2025Q3: 539 shares 539 $28.8K <0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 54 shares; 2024Q3: 54 shares; 2024Q4: 94 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares 40 $28.7K <0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,153 shares 1,153 $28.7K <0.01% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 278 shares; 2024Q2: 181 shares; 2024Q3: 181 shares; 2024Q4: 166 shares; 2025Q1: 152 shares; 2025Q2: 100 shares; 2025Q3: 94 shares 94 $28.2K <0.01% -6 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 304 shares; 2024Q3: 285 shares; 2024Q4: 296 shares; 2025Q1: 279 shares; 2025Q2: 280 shares; 2025Q3: 254 shares 254 $28.1K <0.01% -26 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,146 shares; 2025Q1: 2,146 shares; 2025Q2: 2,146 shares; 2025Q3: 2,146 shares 2,146 $27.9K <0.01% 0 Timeline FTLS 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,987 shares; 2025Q2: 213 shares; 2025Q3: 399 shares 399 $27.9K <0.01% +186 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 708 shares; 2024Q2: 721 shares; 2024Q3: 728 shares; 2024Q4: 779 shares; 2025Q1: 786 shares; 2025Q2: 812 shares; 2025Q3: 819 shares 819 $27.8K <0.01% +7 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9 shares; 2024Q2: 282 shares; 2024Q3: 388 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 375 shares; 2025Q3: 363 shares 363 $27.8K <0.01% -12 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares; 2024Q4: 82 shares; 2025Q1: 257 shares; 2025Q2: 129 shares; 2025Q3: 129 shares 129 $27.7K <0.01% 0 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $27.7K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 140 shares; 2024Q2: 140 shares; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 268 shares; 2025Q2: 384 shares; 2025Q3: 384 shares 384 $27.5K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,658 shares; 2024Q2: 2,146 shares; 2024Q3: 2,115 shares; 2024Q4: 1,831 shares; 2025Q1: 2,321 shares; 2025Q2: 2,151 shares; 2025Q3: 1,765 shares 1,765 $27.3K <0.01% -386 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,451 shares; 2024Q2: 1,459 shares; 2024Q3: 1,173 shares; 2024Q4: 1,179 shares; 2025Q1: 962 shares; 2025Q2: 825 shares; 2025Q3: 830 shares 830 $27.3K <0.01% +5 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,570 shares; 2024Q2: 1,570 shares; 2024Q3: 1,570 shares; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares 1,575 $26.8K <0.01% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 120 shares; 2024Q2: 1,710 shares; 2024Q3: 1,710 shares; 2024Q4: 1,390 shares; 2025Q1: 1,085 shares; 2025Q2: 1,103 shares; 2025Q3: 1,103 shares 1,103 $26.8K <0.01% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 589 shares; 2024Q2: 589 shares; 2024Q3: 589 shares; 2024Q4: 589 shares; 2025Q1: 589 shares; 2025Q2: 589 shares; 2025Q3: 285 shares 285 $26.7K <0.01% -304 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares 270 $26.6K <0.01% 0 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9,666 shares; 2024Q2: 9,666 shares; 2024Q3: 9,666 shares; 2024Q4: 9,666 shares; 2025Q1: 9,666 shares; 2025Q2: 9,666 shares; 2025Q3: 9,666 shares 9,666 $26.6K <0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 488 shares; 2024Q2: 488 shares; 2024Q3: 256 shares; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 235 shares 235 $26.6K <0.01% -21 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 114 shares; 2024Q2: 114 shares; 2024Q3: 114 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 114 shares 114 $26.6K <0.01% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 260 shares; 2024Q2: 260 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $26.4K <0.01% 0 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,150 shares; 2024Q2: 6,150 shares; 2024Q3: 4,050 shares; 2024Q4: 4,050 shares; 2025Q1: 4,050 shares; 2025Q2: 4,050 shares; 2025Q3: 4,050 shares 4,050 $26.4K <0.01% 0 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 185 shares; 2024Q2: 185 shares; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares 185 $26.3K <0.01% 0 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 211 shares; 2024Q2: 1,463 shares; 2024Q3: 1,236 shares; 2024Q4: 602 shares; 2025Q1: 607 shares; 2025Q2: 578 shares; 2025Q3: 439 shares 439 $26.2K <0.01% -139 AFK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,069 shares; 2024Q2: 1,069 shares; 2024Q3: 1,069 shares; 2024Q4: 1,069 shares; 2025Q1: 1,069 shares; 2025Q2: 1,069 shares; 2025Q3: 1,069 shares 1,069 $26.1K <0.01% 0 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; 2023Q4: restricted; 2024Q1: 1,400 shares; 2024Q2: 1,400 shares; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares 1,400 $26K <0.01% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 62 shares; 2024Q2: 62 shares; 2024Q3: 502 shares; 2024Q4: 502 shares; 2025Q1: 502 shares; 2025Q2: 482 shares; 2025Q3: 420 shares 420 $25.8K <0.01% -62 Timeline JMHI 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 502 shares; 2025Q2: 505 shares; 2025Q3: 509 shares 509 $25.7K <0.01% +4 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 52 shares; 2025Q3: 52 shares 52 $25.7K <0.01% 0 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,159 shares 1,159 $25.6K <0.01% +9 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; 2023Q4: restricted; 2024Q1: 1,900 shares; 2024Q2: 1,900 shares; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares 1,900 $25.4K <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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 480 shares; 2024Q3: 571 shares; 2024Q4: 517 shares; 2025Q1: 518 shares; 2025Q2: 519 shares; 2025Q3: 520 shares 520 $25.4K <0.01% +1 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares 500 $25.4K <0.01% new Timeline TBLU TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 474 shares 474 $25.3K <0.01% new Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 211 shares 211 $25.1K <0.01% +76 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 277 shares; 2025Q3: 352 shares 352 $25K <0.01% +75 Timeline XMLV 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; 2023Q4: restricted; 2024Q1: 369 shares; 2024Q2: 393 shares; 2024Q3: 393 shares; 2024Q4: 393 shares; 2025Q1: 1,080 shares; 2025Q2: 393 shares; 2025Q3: 393 shares 393 $25K <0.01% 0 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 640 shares 640 $24.9K <0.01% new Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,250 shares; 2024Q2: 2,250 shares; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares 2,250 $24.9K <0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7 shares; 2024Q2: 28 shares; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 83 shares 83 $24.7K <0.01% +55 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 18 shares; 2024Q2: 19 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: 193 shares; 2025Q3: 193 shares 193 $24.4K <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; 2023Q4: restricted; 2024Q1: 891 shares; 2024Q2: 591 shares; 2024Q3: 591 shares; 2024Q4: 601 shares; 2025Q1: 286 shares; 2025Q2: 289 shares; 2025Q3: 289 shares 289 $24.4K <0.01% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,050 shares; 2025Q1: 1,051 shares; 2025Q2: 1,052 shares; 2025Q3: 1,052 shares 1,052 $24.3K <0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $24.3K <0.01% 0 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,341 shares; 2024Q2: 4,341 shares; 2024Q3: 2,960 shares; 2024Q4: 2,960 shares; 2025Q1: 2,960 shares; 2025Q2: 2,960 shares; 2025Q3: 2,960 shares 2,960 $24.2K <0.01% 0 Timeline BLACKROCK MUNIHLDGS NY QLTY BLACKROCK MUNIHLDGS NY QLTY More: the full row for BLACKROCK MUNIHLDGS NY QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,360 shares; 2024Q2: 2,360 shares; 2024Q3: 2,360 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares 2,360 $24.1K <0.01% 0 FXH 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 219 shares 219 $24K <0.01% -138 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 108 shares; 2024Q2: 108 shares; 2024Q3: 138 shares; 2024Q4: 208 shares; 2025Q1: 198 shares; 2025Q2: 162 shares; 2025Q3: 117 shares 117 $24K <0.01% -45 Timeline JKS JINKOSOLAR HLDG CO LTD More: the full row for JINKOSOLAR HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $24K <0.01% 0 Timeline XBTAX BLACKROCK LNG-TRM MUNI ADV More: the full row for BLACKROCK LNG-TRM MUNI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 14,375 shares; 2024Q2: 14,375 shares; 2024Q3: 14,375 shares; 2024Q4: 14,375 shares; 2025Q1: 14,375 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $23.9K <0.01% 0 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 250 shares; 2024Q3: 305 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 259 shares; 2025Q3: 259 shares 259 $23.9K <0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 125 shares; 2024Q3: 157 shares; 2024Q4: 157 shares; 2025Q1: 172 shares; 2025Q2: 173 shares; 2025Q3: 173 shares 173 $23.9K <0.01% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 383 shares; 2024Q2: 383 shares; 2024Q3: 383 shares; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 385 shares; 2025Q3: 385 shares 385 $23.9K <0.01% 0 Timeline PID 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,071 shares; 2024Q3: 1,082 shares; 2024Q4: 1,087 shares; 2025Q1: 1,097 shares; 2025Q2: 1,111 shares; 2025Q3: 1,120 shares 1,120 $23.8K <0.01% +9 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; 2023Q4: restricted; 2024Q1: 2,453 shares; 2024Q2: 2,291 shares; 2024Q3: 1,858 shares; 2024Q4: 1,236 shares; 2025Q1: 1,137 shares; 2025Q2: 516 shares; 2025Q3: 358 shares 358 $23.6K <0.01% -158 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 190 shares; 2024Q2: 191 shares; 2024Q3: 191 shares; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 191 shares 191 $23.4K <0.01% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 207 shares 207 $23.2K <0.01% +205 Timeline PTF 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 335 shares; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 310 shares 310 $23.2K <0.01% -25 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 394 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 435 shares 435 $23.2K <0.01% -128 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218 shares; 2025Q3: 1,764 shares 1,764 $23.2K <0.01% +1,546 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 193 shares; 2024Q3: 194 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 372 shares; 2025Q3: 345 shares 345 $23.1K <0.01% -27 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 910 shares; 2024Q2: 914 shares; 2024Q3: 914 shares; 2024Q4: 894 shares; 2025Q1: 887 shares; 2025Q2: 795 shares; 2025Q3: 795 shares 795 $23K <0.01% 0 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; 2023Q4: restricted; 2024Q1: 285 shares; 2024Q2: 285 shares; 2024Q3: 285 shares; 2024Q4: 285 shares; 2025Q1: 849 shares; 2025Q2: 857 shares; 2025Q3: 614 shares 614 $23K <0.01% -243 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $22.9K <0.01% 0 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 97 shares; 2024Q4: 8 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 90 shares 90 $22.9K <0.01% -28 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares 313 $22.7K <0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 150 shares; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares 185 $22.6K <0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 993 shares; 2024Q2: 281 shares; 2024Q3: 299 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares 281 $22.4K <0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 444 shares; 2024Q2: 444 shares; 2024Q3: 444 shares; 2024Q4: 444 shares; 2025Q1: 444 shares; 2025Q2: 444 shares; 2025Q3: 444 shares 444 $22.4K <0.01% 0 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306 shares; 2025Q3: 306 shares 306 $22.4K <0.01% 0 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; 2023Q4: restricted; 2024Q1: 546 shares; 2024Q2: 549 shares; 2024Q3: 550 shares; 2024Q4: 552 shares; 2025Q1: 554 shares; 2025Q2: 555 shares; 2025Q3: 557 shares 557 $22.3K <0.01% +2 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 61 shares; 2024Q2: 147 shares; 2024Q3: 147 shares; 2024Q4: 147 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares 86 $22.2K <0.01% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 319 shares; 2025Q2: 421 shares; 2025Q3: 425 shares 425 $22.2K <0.01% +4 Timeline RWO 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 467 shares; 2024Q3: 470 shares; 2024Q4: 475 shares; 2025Q1: 477 shares; 2025Q2: 480 shares; 2025Q3: 484 shares 484 $22.1K <0.01% +4 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; 2023Q4: restricted; 2024Q1: 236 shares; 2024Q2: 236 shares; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 206 shares; 2025Q2: 207 shares; 2025Q3: 157 shares 157 $22.1K <0.01% -50 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 453 shares; 2025Q1: 456 shares; 2025Q2: 460 shares; 2025Q3: 434 shares 434 $22.1K <0.01% -26 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 300 shares; 2024Q2: 733 shares; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 733 shares; 2025Q2: 733 shares; 2025Q3: 733 shares 733 $22K <0.01% 0 Timeline PBD 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; 2023Q4: restricted; 2024Q1: 161 shares; 2024Q2: 2,908 shares; 2024Q3: 3,043 shares; 2024Q4: 2,186 shares; 2025Q1: 1,851 shares; 2025Q2: 1,457 shares; 2025Q3: 1,460 shares 1,460 $22K <0.01% +3 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 172 shares 172 $21.9K <0.01% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 239 shares; 2024Q2: 163 shares; 2024Q3: 164 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 210 shares; 2025Q3: 212 shares 212 $21.9K <0.01% +2 Timeline FTQI 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; 2023Q4: restricted; 2024Q1: 2,073 shares; 2024Q2: 2,612 shares; 2024Q3: 2,612 shares; 2024Q4: 2,612 shares; 2025Q1: 2,612 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares 1,055 $21.7K <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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63 shares 63 $21.4K <0.01% new Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,197 shares; 2024Q2: 7,132 shares; 2024Q3: 7,164 shares; 2024Q4: 6,510 shares; 2025Q1: 6,337 shares; 2025Q2: 6,246 shares; 2025Q3: 275 shares 275 $21.3K <0.01% -5,971 Timeline RSPH 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; 2023Q4: restricted; 2024Q1: 1,040 shares; 2024Q2: 890 shares; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares 720 $21.2K <0.01% 0 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares 3,200 $21.2K <0.01% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 351 shares; 2024Q2: 645 shares; 2024Q3: 646 shares; 2024Q4: 646 shares; 2025Q1: 681 shares; 2025Q2: 657 shares; 2025Q3: 464 shares 464 $21K <0.01% -193 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,026 shares; 2024Q2: 1,981 shares; 2024Q3: 1,840 shares; 2024Q4: 1,840 shares; 2025Q1: 1,818 shares; 2025Q2: 1,868 shares; 2025Q3: 1,204 shares 1,204 $20.9K <0.01% -664 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares 175 $20.7K <0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 868 shares; 2024Q2: 869 shares; 2024Q3: 476 shares; 2024Q4: 399 shares; 2025Q1: 400 shares; 2025Q2: 402 shares; 2025Q3: 253 shares 253 $20.6K <0.01% -149 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 921 shares; 2025Q3: 932 shares 932 $20.6K <0.01% +11 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 677 shares; 2024Q2: 677 shares; 2024Q3: 677 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 677 shares; 2025Q3: 813 shares 813 $20.6K <0.01% +136 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 220 shares; 2024Q2: 220 shares; 2024Q3: 277 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 279 shares; 2025Q3: 279 shares 279 $20.5K <0.01% 0 Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 682 shares 682 $20.2K <0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,364 shares; 2024Q2: 1,315 shares; 2024Q3: 799 shares; 2024Q4: 801 shares; 2025Q1: 803 shares; 2025Q2: 826 shares; 2025Q3: 817 shares 817 $20.1K <0.01% -9 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares 200 $20.1K <0.01% new Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 164 shares; 2024Q2: 164 shares; 2024Q3: 292 shares; 2024Q4: 328 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 355 shares 355 $20K <0.01% +9 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 648 shares 648 $20K <0.01% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 458 shares; 2024Q2: 458 shares; 2024Q3: 461 shares; 2024Q4: 415 shares; 2025Q1: 417 shares; 2025Q2: 334 shares; 2025Q3: 223 shares 223 $20K <0.01% -111 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 69 shares 69 $19.9K <0.01% +19 Timeline CGO CALAMOS GLOBAL TOTAL RETURN More: the full row for CALAMOS GLOBAL TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,650 shares; 2024Q2: 1,650 shares; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares 1,650 $19.9K <0.01% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 580 shares 580 $19.8K <0.01% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 105 shares; 2024Q2: 105 shares; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares 105 $19.8K <0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 532 shares; 2024Q2: 607 shares; 2024Q3: 646 shares; 2024Q4: 176 shares; 2025Q1: 201 shares; 2025Q2: 202 shares; 2025Q3: 202 shares 202 $19.8K <0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 258 shares 258 $19.7K <0.01% +50 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 174 shares; 2024Q2: 184 shares; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 187 shares; 2025Q2: 263 shares; 2025Q3: 155 shares 155 $19.7K <0.01% -108 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 550 shares 550 $19.5K <0.01% +450 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; 2023Q4: restricted; 2024Q1: 390 shares; 2024Q2: 290 shares; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares 290 $19.4K <0.01% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,944 shares; 2024Q2: 1,944 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 751 shares; 2025Q3: 751 shares 751 $19.4K <0.01% 0 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares 550 $19.3K <0.01% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 138 shares; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 129 shares 129 $19.3K <0.01% -10 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; 2023Q4: restricted; 2024Q1: 1,819 shares; 2024Q2: 1,257 shares; 2024Q3: 1,257 shares; 2024Q4: 1,257 shares; 2025Q1: 1,257 shares; 2025Q2: 1,257 shares; 2025Q3: 782 shares 782 $19.3K <0.01% -475 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; 2023Q4: restricted; 2024Q1: 646 shares; 2024Q2: 591 shares; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170 shares; 2025Q3: 216 shares 216 $19K <0.01% +46 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 647 shares; 2024Q2: 1,120 shares; 2024Q3: 1,129 shares; 2024Q4: 984 shares; 2025Q1: 992 shares; 2025Q2: 1,011 shares; 2025Q3: 1,017 shares 1,017 $19K <0.01% +6 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $18.9K <0.01% 0 Timeline FTXO 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; 2023Q4: restricted; 2024Q1: 530 shares; 2024Q2: 530 shares; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares 530 $18.9K <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; 2023Q4: restricted; 2024Q1: 1,004 shares; 2024Q2: 954 shares; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 104 shares; 2025Q2: 106 shares; 2025Q3: 106 shares 106 $18.9K <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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 74 shares; 2024Q3: 74 shares; 2024Q4: 69 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares 91 $18.8K <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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 763 shares; 2024Q4: 763 shares; 2025Q1: 763 shares; 2025Q2: 763 shares; 2025Q3: 763 shares 763 $18.8K <0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 246 shares; 2025Q2: 246 shares; 2025Q3: 246 shares 246 $18.7K <0.01% 0 Timeline GOOD GLADSTONE COMMERCIAL CORP More: the full row for GLADSTONE COMMERCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $18.5K <0.01% 0 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 104 shares; 2024Q3: 255 shares; 2024Q4: 257 shares; 2025Q1: 281 shares; 2025Q2: 207 shares; 2025Q3: 207 shares 207 $18.4K <0.01% 0 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares 190 $18.2K <0.01% 0 Timeline RWJ 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 375 shares; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares 375 $18.1K <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; 2023Q4: restricted; 2024Q1: 3,814 shares; 2024Q2: 3,815 shares; 2024Q3: 3,466 shares; 2024Q4: 378 shares; 2025Q1: 213 shares; 2025Q2: 214 shares; 2025Q3: 214 shares 214 $18.1K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,571 shares; 2024Q2: 1,639 shares; 2024Q3: 1,339 shares; 2024Q4: 1,255 shares; 2025Q1: 1,098 shares; 2025Q2: 422 shares; 2025Q3: 323 shares 323 $18K <0.01% -99 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 146 shares; 2024Q2: 146 shares; 2024Q3: 147 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares 75 $18K <0.01% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 512 shares; 2025Q3: 512 shares 512 $17.9K <0.01% 0 Timeline TBCH TURTLE BEACH CORP More: the full row for TURTLE BEACH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,105 shares; 2024Q2: 4,805 shares; 2024Q3: 3,125 shares; 2024Q4: 1,825 shares; 2025Q1: 1,825 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares 1,125 $17.9K <0.01% 0 Timeline VEGI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares 450 $17.7K <0.01% 0 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,715 shares; 2024Q2: 3,325 shares; 2024Q3: 4,089 shares; 2024Q4: 4,729 shares; 2025Q1: 4,767 shares; 2025Q2: 300 shares; 2025Q3: 305 shares 305 $17.6K <0.01% +5 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 67 shares; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 82 shares 82 $17.5K <0.01% +1 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares 120 $17.5K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 831 shares; 2024Q2: 676 shares; 2024Q3: 436 shares; 2024Q4: 391 shares; 2025Q1: 354 shares; 2025Q2: 215 shares; 2025Q3: 215 shares 215 $17.5K <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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180 shares 180 $17.4K <0.01% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 31 shares; 2024Q2: 31 shares; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares 31 $17.4K <0.01% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,408 shares; 2024Q2: 1,408 shares; 2024Q3: 1,408 shares; 2024Q4: 1,408 shares; 2025Q1: 1,408 shares; 2025Q2: 1,408 shares; 2025Q3: 1,408 shares 1,408 $17.3K <0.01% 0 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,028 shares; 2024Q2: 1,028 shares; 2024Q3: 1,028 shares; 2024Q4: 1,028 shares; 2025Q1: 1,028 shares; 2025Q2: 1,028 shares; 2025Q3: 1,128 shares 1,128 $17.3K <0.01% +100 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 336 shares 336 $17.3K <0.01% +136 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 15 shares; 2024Q3: 76 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 71 shares; 2025Q3: 71 shares 71 $17.3K <0.01% 0 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,761 shares; 2024Q2: 2,761 shares; 2024Q3: 2,761 shares; 2024Q4: 2,761 shares; 2025Q1: 2,761 shares; 2025Q2: 2,761 shares; 2025Q3: 2,761 shares 2,761 $17.1K <0.01% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 333 shares 333 $17.1K <0.01% +33 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 635 shares; 2024Q2: 313 shares; 2024Q3: 204 shares; 2024Q4: 168 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 269 shares 269 $17K <0.01% +100 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares 40 $17K <0.01% 0 Timeline CALX CALIX INC More: the full row for CALIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 275 shares; 2024Q2: 275 shares; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares 275 $16.9K <0.01% 0 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 606 shares; 2024Q2: 606 shares; 2024Q3: 255 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares 183 $16.9K <0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 230 shares; 2025Q2: 235 shares; 2025Q3: 235 shares 235 $16.7K <0.01% 0 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 174 shares; 2025Q2: 150 shares; 2025Q3: 150 shares 150 $16.6K <0.01% 0 Timeline RWL 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; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares 150 $16.6K <0.01% 0 Timeline QGRO 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; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 145 shares; 2025Q3: 145 shares 145 $16.6K <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 530 shares; 2024Q2: 150 shares; 2024Q3: 449 shares; 2024Q4: 450 shares; 2025Q1: 451 shares; 2025Q2: 302 shares; 2025Q3: 303 shares 303 $16.5K <0.01% +1 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,648 shares; 2024Q2: 1,648 shares; 2024Q3: 1,648 shares; 2024Q4: 1,648 shares; 2025Q1: 1,648 shares; 2025Q2: 1,648 shares; 2025Q3: 1,648 shares 1,648 $16.4K <0.01% 0 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 69 shares; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 2,000 shares 2,000 $16.4K <0.01% +1,000 IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 502 shares; 2025Q3: 505 shares 505 $16.3K <0.01% +3 Timeline ERTH 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,198 shares; 2024Q3: 983 shares; 2024Q4: 895 shares; 2025Q1: 578 shares; 2025Q2: 443 shares; 2025Q3: 340 shares 340 $16.2K <0.01% -103 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 314 shares; 2024Q3: 314 shares; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: 320 shares; 2025Q3: 320 shares 320 $16.2K <0.01% 0 Timeline XISE 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 534 shares 534 $16.1K <0.01% 0 Timeline FLQS 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 367 shares; 2025Q2: 367 shares; 2025Q3: 367 shares 367 $16.1K <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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: 119 shares; 2025Q3: 165 shares 165 $16.1K <0.01% +46 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175 shares 175 $16K <0.01% new Timeline SENSEONICS HLDGS INC SENSEONICS HLDGS INC More: the full row for SENSEONICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 36,680 shares 36,680 $16K <0.01% +34,680 IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,276 shares; 2024Q3: 2,497 shares; 2024Q4: 1,597 shares; 2025Q1: 663 shares; 2025Q2: 435 shares; 2025Q3: 435 shares 435 $15.9K <0.01% 0 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 445 shares; 2024Q2: 445 shares; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 445 shares 445 $15.9K <0.01% -70 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 334 shares; 2024Q3: 337 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 677 shares; 2025Q3: 677 shares 677 $15.9K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 69 shares; 2024Q3: 115 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 142 shares; 2025Q3: 142 shares 142 $15.9K <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; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 215 shares; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 216 shares 216 $15.8K <0.01% +1 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 309 shares; 2024Q2: 310 shares; 2024Q3: 310 shares; 2024Q4: 311 shares; 2025Q1: 279 shares; 2025Q2: 280 shares; 2025Q3: 235 shares 235 $15.8K <0.01% -45 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 208 shares; 2024Q2: 208 shares; 2024Q3: 208 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares 120 $15.7K <0.01% 0 Timeline QQMG 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 380 shares 380 $15.7K <0.01% new Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 144 shares; 2025Q2: 219 shares; 2025Q3: 123 shares 123 $15.6K <0.01% -96 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; 2023Q4: restricted; 2024Q1: 189 shares; 2024Q2: 189 shares; 2024Q3: 209 shares; 2024Q4: 128 shares; 2025Q1: 60 shares; 2025Q2: 68 shares; 2025Q3: 68 shares 68 $15.5K <0.01% 0 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; 2023Q4: restricted; 2024Q1: 295 shares; 2024Q2: 195 shares; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares 125 $15.4K <0.01% 0 Timeline KORP 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; 2023Q4: restricted; 2024Q1: 1,176 shares; 2024Q2: 357 shares; 2024Q3: 357 shares; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 322 shares; 2025Q3: 323 shares 323 $15.4K <0.01% +1 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $15.2K <0.01% 0 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 502 shares; 2025Q1: 502 shares; 2025Q2: 504 shares; 2025Q3: 506 shares 506 $15.2K <0.01% +2 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; 2023Q4: restricted; 2024Q1: 208 shares; 2024Q2: 209 shares; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 109 shares; 2025Q3: 109 shares 109 $15.2K <0.01% 0 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 370 shares; 2024Q2: 370 shares; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares 370 $15.2K <0.01% 0 Timeline UMAC UNUSUAL MACHS INC More: the full row for UNUSUAL MACHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $15.1K <0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 131 shares; 2025Q2: 137 shares; 2025Q3: 137 shares 137 $15.1K <0.01% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $15K <0.01% 0 Timeline PFD FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,250 shares; 2024Q2: 1,250 shares; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares 1,250 $15K <0.01% 0 Timeline MIND MIND TECHNOLOGY INC More: the full row for MIND TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares 1,850 $15K <0.01% 0 Timeline MBC MASTERBRAND INC More: the full row for MASTERBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,136 shares; 2024Q2: 1,136 shares; 2024Q3: 1,136 shares; 2024Q4: 1,136 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares 1,136 $15K <0.01% 0 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 400 shares 400 $14.9K <0.01% +300 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 283 shares 283 $14.8K <0.01% new 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; 2023Q4: restricted; 2024Q1: 637 shares; 2024Q2: 571 shares; 2024Q3: 599 shares; 2024Q4: 636 shares; 2025Q1: 571 shares; 2025Q2: 271 shares; 2025Q3: 271 shares 271 $14.7K <0.01% 0 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 429 shares; 2025Q3: 438 shares 438 $14.7K <0.01% +9 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 171 shares; 2024Q2: 143 shares; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 102 shares 102 $14.7K <0.01% -22 Timeline LYTS LSI INDS INC OHIO More: the full row for LSI INDS INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 620 shares; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares 620 $14.6K <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; 2023Q4: restricted; 2024Q1: 78 shares; 2024Q2: 53 shares; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares 53 $14.5K <0.01% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6 shares; 2024Q2: 312 shares; 2024Q3: 361 shares; 2024Q4: 362 shares; 2025Q1: 312 shares; 2025Q2: 163 shares; 2025Q3: 163 shares 163 $14.5K <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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: 505 shares; 2025Q2: 514 shares; 2025Q3: 522 shares 522 $14.5K <0.01% +8 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 37 shares; 2024Q2: 37 shares; 2024Q3: 40 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 40 shares; 2025Q3: 40 shares 40 $14.4K <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; 2023Q4: restricted; 2024Q1: 624 shares; 2024Q2: 624 shares; 2024Q3: 624 shares; 2024Q4: 624 shares; 2025Q1: 1,654 shares; 2025Q2: 624 shares; 2025Q3: 624 shares 624 $14.4K <0.01% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 94 shares; 2024Q3: 95 shares; 2024Q4: 97 shares; 2025Q1: 98 shares; 2025Q2: 291 shares; 2025Q3: 291 shares 291 $14.4K <0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 125 shares; 2024Q2: 530 shares; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares 530 $14.4K <0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 175 shares; 2025Q1: 225 shares; 2025Q2: 230 shares; 2025Q3: 225 shares 225 $14.3K <0.01% -5 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: 585 shares 585 $14.3K <0.01% +460 Timeline