LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,310 shares; 2024Q4: 455,210 shares; 2025Q1: 462,623 shares; 2025Q2: 448,261 shares; 2025Q3: 420,909 shares; 2025Q4: 740,376 shares 740,376 $37M 6.98% +319,467 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,104 shares; 2024Q4: 30,426 shares; 2025Q1: 35,816 shares; 2025Q2: 40,568 shares; 2025Q3: 42,648 shares; 2025Q4: 50,307 shares 50,307 $19.9M 3.76% +7,659 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,632 shares; 2024Q4: 127,148 shares; 2025Q1: 68,563 shares; 2025Q2: 66,322 shares; 2025Q3: 69,547 shares; 2025Q4: 67,953 shares 67,953 $12.1M 2.28% -1,594 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,491 shares; 2024Q4: 116,135 shares; 2025Q1: 40,347 shares; 2025Q2: 59,378 shares; 2025Q3: 89,953 shares; 2025Q4: 184,425 shares 184,425 $11.9M 2.24% +94,472 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,717 shares; 2024Q4: 36,991 shares; 2025Q1: 57,001 shares; 2025Q2: 121,605 shares; 2025Q3: 134,629 shares; 2025Q4: 143,591 shares 143,591 $10.9M 2.06% +8,962 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,882 shares 74,882 $10.8M 2.03% new Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,025 shares; 2024Q4: 224,604 shares; 2025Q1: 186,429 shares; 2025Q2: 182,953 shares; 2025Q3: 180,782 shares; 2025Q4: 154,325 shares 154,325 $9.25M 1.75% -26,457 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,837 shares; 2024Q4: 23,398 shares; 2025Q1: 16,415 shares; 2025Q2: 13,418 shares; 2025Q3: 13,758 shares; 2025Q4: 13,687 shares 13,687 $9.22M 1.74% -71 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,928 shares; 2024Q4: 68,820 shares; 2025Q1: 66,408 shares; 2025Q2: 67,907 shares; 2025Q3: 67,284 shares; 2025Q4: 108,716 shares 108,716 $7.55M 1.42% +41,432 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,730 shares; 2024Q4: 23,195 shares; 2025Q1: 21,394 shares; 2025Q2: 33,043 shares; 2025Q3: 36,807 shares; 2025Q4: 35,130 shares 35,130 $7.2M 1.36% -1,677 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,116 shares; 2024Q4: 8,265 shares; 2025Q1: 10,442 shares; 2025Q2: 11,259 shares; 2025Q3: 11,492 shares; 2025Q4: 11,176 shares 11,176 $6.87M 1.3% -316 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125,729 shares; 2025Q2: 194,137 shares; 2025Q3: 234,540 shares; 2025Q4: 285,316 shares 285,316 $6.26M 1.18% +50,776 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,517 shares; 2025Q2: 14,381 shares; 2025Q3: 18,262 shares; 2025Q4: 19,086 shares 19,086 $6.08M 1.15% +824 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,306 shares; 2025Q3: 35,081 shares; 2025Q4: 43,459 shares 43,459 $5.87M 1.11% +8,378 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,267 shares; 2024Q4: 149,918 shares; 2025Q1: 128,113 shares; 2025Q2: 131,528 shares; 2025Q3: 131,735 shares; 2025Q4: 130,666 shares 130,666 $5.79M 1.09% -1,069 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,363 shares; 2025Q2: 168,277 shares; 2025Q3: 344,512 shares; 2025Q4: 356,114 shares 356,114 $5.78M 1.09% +11,602 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,422 shares; 2024Q4: 68,568 shares; 2025Q1: 65,486 shares; 2025Q2: 65,002 shares; 2025Q3: 27,376 shares; 2025Q4: 30,698 shares 30,698 $5.73M 1.08% +3,322 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,100 shares; 2025Q3: 57,350 shares; 2025Q4: 168,025 shares 168,025 $5.66M 1.07% +110,675 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,533 shares; 2024Q4: 10,754 shares; 2025Q1: 8,740 shares; 2025Q2: 9,942 shares; 2025Q3: 9,416 shares; 2025Q4: 8,236 shares 8,236 $5.62M 1.06% -1,180 Timeline REVG REV GROUP INC More: the full row for REV GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,575 shares; 2025Q2: 54,019 shares; 2025Q3: 68,162 shares; 2025Q4: 86,613 shares 86,613 $5.27M 0.99% +18,451 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 2,630 shares; 2025Q1: 2,789 shares; 2025Q2: 32,231 shares; 2025Q3: 35,202 shares; 2025Q4: 34,254 shares 34,254 $5.25M 0.99% -948 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,663 shares; 2024Q4: 12,818 shares; 2025Q1: 13,533 shares; 2025Q2: 16,255 shares; 2025Q3: 16,276 shares; 2025Q4: 18,625 shares 18,625 $5.06M 0.96% +2,349 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,053 shares; 2024Q4: 39,165 shares; 2025Q1: 15,890 shares; 2025Q2: 8,709 shares; 2025Q3: 13,692 shares; 2025Q4: 14,124 shares 14,124 $4.89M 0.92% +432 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,541 shares; 2024Q4: 152,777 shares; 2025Q1: 157,031 shares; 2025Q2: 159,248 shares; 2025Q3: 160,439 shares; 2025Q4: 102,231 shares 102,231 $4.71M 0.89% -58,208 Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,466 shares; 2025Q3: 48,140 shares; 2025Q4: 43,953 shares 43,953 $4.7M 0.89% -4,187 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,182 shares; 2024Q4: 6,512 shares; 2025Q1: 5,372 shares; 2025Q2: 6,261 shares; 2025Q3: 5,259 shares; 2025Q4: 5,278 shares 5,278 $4.55M 0.86% +19 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,992 shares; 2024Q4: 74,659 shares; 2025Q1: 187,434 shares; 2025Q2: 178,345 shares; 2025Q3: 75,504 shares; 2025Q4: 85,376 shares 85,376 $4.51M 0.85% +9,872 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,855 shares; 2025Q1: 1,707 shares; 2025Q2: 3,172 shares; 2025Q3: 8,452 shares; 2025Q4: 7,876 shares 7,876 $4.47M 0.84% -576 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,255 shares; 2025Q3: 6,554 shares; 2025Q4: 7,883 shares 7,883 $4.36M 0.82% +1,329 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,878 shares; 2025Q4: 42,485 shares 42,485 $4.24M 0.8% +13,607 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,686 shares; 2025Q4: 119,863 shares 119,863 $4.13M 0.78% +90,177 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,668 shares; 2024Q4: 160,872 shares; 2025Q1: 164,297 shares; 2025Q2: 167,947 shares; 2025Q3: 179,899 shares; 2025Q4: 173,665 shares 173,665 $4.11M 0.77% -6,234 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,618 shares; 2025Q3: 7,341 shares; 2025Q4: 7,279 shares 7,279 $4.01M 0.76% -62 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,887 shares; 2025Q3: 153,116 shares; 2025Q4: 150,049 shares 150,049 $3.92M 0.74% -3,067 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,196 shares; 2025Q2: 6,266 shares; 2025Q3: 12,592 shares; 2025Q4: 22,698 shares 22,698 $3.92M 0.74% +10,106 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,540 shares; 2024Q4: 98,185 shares; 2025Q1: 79,434 shares; 2025Q2: 84,229 shares; 2025Q3: 86,421 shares; 2025Q4: 84,177 shares 84,177 $3.86M 0.73% -2,244 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,796 shares; 2024Q4: 49,285 shares; 2025Q1: 47,104 shares; 2025Q2: 46,735 shares; 2025Q3: 45,969 shares; 2025Q4: 39,836 shares 39,836 $3.86M 0.73% -6,133 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,519 shares; 2025Q4: 39,522 shares 39,522 $3.76M 0.71% +10,003 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,170 shares; 2025Q2: 9,482 shares; 2025Q3: 35,968 shares; 2025Q4: 34,681 shares 34,681 $3.72M 0.7% -1,287 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,690 shares; 2025Q4: 19,365 shares 19,365 $3.7M 0.7% +14,675 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,211 shares; 2025Q3: 49,936 shares; 2025Q4: 52,005 shares 52,005 $3.63M 0.68% +2,069 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,731 shares; 2024Q4: 170,767 shares; 2025Q1: 94,266 shares; 2025Q2: 106,444 shares; 2025Q3: 94,659 shares; 2025Q4: 103,729 shares 103,729 $3.55M 0.67% +9,070 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,063 shares; 2024Q4: 36,590 shares; 2025Q1: 36,417 shares; 2025Q2: 36,460 shares; 2025Q3: 36,029 shares; 2025Q4: 37,466 shares 37,466 $3.35M 0.63% +1,437 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,569 shares; 2024Q4: 51,877 shares; 2025Q1: 56,040 shares; 2025Q2: 52,645 shares; 2025Q3: 37,003 shares; 2025Q4: 64,988 shares 64,988 $3.33M 0.63% +27,985 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,261 shares; 2025Q4: 10,641 shares 10,641 $3.22M 0.61% +1,380 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,086 shares; 2025Q4: 34,431 shares 34,431 $3.14M 0.59% +15,345 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,637 shares; 2024Q4: 85,522 shares; 2025Q1: 86,438 shares; 2025Q2: 86,175 shares; 2025Q3: 109,508 shares; 2025Q4: 103,435 shares 103,435 $3.13M 0.59% -6,073 Timeline CDTX CIDARA THERAPEUTICS INC More: the full row for CIDARA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,872 shares; 2025Q4: 14,045 shares 14,045 $3.1M 0.59% +6,173 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,307 shares; 2025Q2: 12,238 shares; 2025Q3: 41,829 shares; 2025Q4: 41,157 shares 41,157 $3.1M 0.58% -672 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,286 shares; 2025Q4: 11,989 shares 11,989 $3.06M 0.58% -297 Timeline SPNT SIRIUSPOINT LTD More: the full row for SIRIUSPOINT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,221 shares; 2025Q2: 83,692 shares; 2025Q3: 225,085 shares; 2025Q4: 138,551 shares 138,551 $3.03M 0.57% -86,534 Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,466 shares; 2025Q4: 644,703 shares 644,703 $3.01M 0.57% +634,237 Timeline KNGZ FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,882 shares 81,882 $2.93M 0.55% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,817 shares; 2025Q2: 9,417 shares; 2025Q3: 12,077 shares; 2025Q4: 15,792 shares 15,792 $2.93M 0.55% +3,715 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,767 shares 16,767 $2.89M 0.54% new Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,807 shares; 2025Q3: 2,505 shares; 2025Q4: 14,755 shares 14,755 $2.83M 0.53% +12,250 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,661 shares; 2025Q1: 2,448 shares; 2025Q2: 2,345 shares; 2025Q3: 2,273 shares; 2025Q4: 2,599 shares 2,599 $2.79M 0.53% +326 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,654 shares; 2025Q2: 66,275 shares; 2025Q3: 111,925 shares; 2025Q4: 114,900 shares 114,900 $2.77M 0.52% +2,975 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,393 shares 143,393 $2.75M 0.52% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,529 shares; 2024Q4: 30,399 shares; 2025Q1: 56,986 shares; 2025Q2: 73,678 shares; 2025Q3: 74,141 shares; 2025Q4: 57,539 shares 57,539 $2.55M 0.48% -16,602 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,252 shares; 2024Q4: 4,330 shares; 2025Q1: 4,288 shares; 2025Q2: 4,279 shares; 2025Q3: 8,525 shares; 2025Q4: 8,338 shares 8,338 $2.53M 0.48% -187 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,130 shares; 2024Q4: 13,196 shares; 2025Q1: 8,238 shares; 2025Q2: 8,138 shares; 2025Q3: 8,036 shares; 2025Q4: 5,999 shares 5,999 $2.53M 0.48% -2,037 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,724 shares; 2024Q4: 3,180 shares; 2025Q1: 3,259 shares; 2025Q2: 3,203 shares; 2025Q3: 3,103 shares; 2025Q4: 5,034 shares 5,034 $2.43M 0.46% +1,931 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,578 shares; 2024Q4: 10,138 shares; 2025Q1: 5,749 shares; 2025Q2: 26,330 shares; 2025Q3: 25,840 shares; 2025Q4: 24,285 shares 24,285 $2.33M 0.44% -1,555 Timeline XERS XERIS BIOPHARMA HOLDINGS INC More: the full row for XERIS BIOPHARMA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,457 shares; 2025Q2: 111,970 shares; 2025Q3: 325,555 shares; 2025Q4: 292,677 shares 292,677 $2.3M 0.43% -32,878 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,877 shares; 2024Q4: 70,587 shares; 2025Q1: 66,496 shares; 2025Q2: 68,145 shares; 2025Q3: 68,901 shares; 2025Q4: 58,535 shares 58,535 $2.24M 0.42% -10,366 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,327 shares; 2024Q4: 9,849 shares; 2025Q1: 6,334 shares; 2025Q2: 10,342 shares; 2025Q3: 9,778 shares; 2025Q4: 8,862 shares 8,862 $2.18M 0.41% -916 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 3,028 shares; 2025Q1: 3,882 shares; 2025Q2: 4,679 shares; 2025Q3: 3,641 shares; 2025Q4: 6,851 shares 6,851 $2.14M 0.4% +3,210 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,703 shares; 2024Q4: 21,122 shares; 2025Q1: 20,914 shares; 2025Q2: 18,777 shares; 2025Q3: 17,800 shares; 2025Q4: 16,976 shares 16,976 $2.09M 0.39% -824 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,993 shares; 2025Q3: 12,111 shares; 2025Q4: 8,959 shares 8,959 $1.98M 0.37% -3,152 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,906 shares; 2024Q4: 66,987 shares; 2025Q1: 46,990 shares; 2025Q2: 47,188 shares; 2025Q3: 48,362 shares; 2025Q4: 46,970 shares 46,970 $1.97M 0.37% -1,392 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,338 shares; 2024Q4: 16,429 shares; 2025Q1: 14,775 shares; 2025Q2: 15,528 shares; 2025Q3: 14,511 shares; 2025Q4: 27,612 shares 27,612 $1.94M 0.37% +13,101 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,285 shares; 2025Q1: 54,930 shares; 2025Q2: 53,573 shares; 2025Q3: 54,990 shares; 2025Q4: 55,390 shares 55,390 $1.9M 0.36% +400 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,124 shares; 2024Q4: 101,059 shares; 2025Q1: 105,172 shares; 2025Q2: 107,125 shares; 2025Q3: 110,026 shares; 2025Q4: 118,486 shares 118,486 $1.86M 0.35% +8,460 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,586 shares; 2025Q3: 35,222 shares; 2025Q4: 33,148 shares 33,148 $1.81M 0.34% -2,074 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,901 shares; 2024Q4: 19,301 shares; 2025Q1: 19,297 shares; 2025Q2: 20,416 shares; 2025Q3: 19,344 shares; 2025Q4: 18,223 shares 18,223 $1.81M 0.34% -1,121 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,591 shares; 2024Q4: 8,375 shares; 2025Q1: 2,270 shares; 2025Q2: 4,047 shares; 2025Q3: 3,978 shares; 2025Q4: 3,710 shares 3,710 $1.78M 0.34% -268 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,114 shares; 2024Q4: 3,070 shares; 2025Q1: 1,620 shares; 2025Q2: 3,158 shares; 2025Q3: 3,086 shares; 2025Q4: 2,895 shares 2,895 $1.75M 0.33% -191 Timeline KOD KODIAK SCIENCES INC More: the full row for KODIAK SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,983 shares 61,983 $1.73M 0.33% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,923 shares; 2024Q4: 3,783 shares; 2025Q1: 3,543 shares; 2025Q2: 3,399 shares; 2025Q3: 3,520 shares; 2025Q4: 3,638 shares 3,638 $1.72M 0.32% +118 Timeline OLMA OLEMA PHARMACEUTICALS INC More: the full row for OLEMA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,723 shares 68,723 $1.72M 0.32% new Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,143 shares; 2025Q4: 14,607 shares 14,607 $1.67M 0.32% +464 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 2,032 shares; 2025Q1: 2,074 shares; 2025Q2: 2,219 shares; 2025Q3: 1,986 shares; 2025Q4: 2,381 shares 2,381 $1.63M 0.31% +395 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 4,586 shares; 2025Q1: 3,980 shares; 2025Q2: 4,031 shares; 2025Q3: 5,563 shares; 2025Q4: 7,024 shares 7,024 $1.62M 0.31% +1,461 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,463 shares; 2025Q3: 10,059 shares; 2025Q4: 18,439 shares 18,439 $1.61M 0.3% +8,380 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,283 shares; 2024Q4: 12,810 shares; 2025Q1: not reported; 2025Q2: 6,768 shares; 2025Q3: 10,327 shares; 2025Q4: 9,869 shares 9,869 $1.59M 0.3% -458 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,621 shares; 2024Q4: 90,579 shares; 2025Q1: 89,374 shares; 2025Q2: 89,782 shares; 2025Q3: 87,257 shares; 2025Q4: 86,881 shares 86,881 $1.58M 0.3% -376 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 14,919 shares; 2025Q1: 13,238 shares; 2025Q2: 14,048 shares; 2025Q3: 13,897 shares; 2025Q4: 15,709 shares 15,709 $1.54M 0.29% +1,812 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,657 shares; 2025Q1: 286,031 shares; 2025Q2: 280,052 shares; 2025Q3: 39,856 shares; 2025Q4: 31,473 shares 31,473 $1.54M 0.29% -8,383 Timeline EYE NATIONAL VISION HLDGS INC More: the full row for NATIONAL VISION HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,184 shares 57,184 $1.48M 0.28% new Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,852 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,417 shares 14,417 $1.47M 0.28% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,330 shares; 2024Q4: 179,334 shares; 2025Q1: 163,671 shares; 2025Q2: 144,670 shares; 2025Q3: 117,935 shares; 2025Q4: 96,485 shares 96,485 $1.43M 0.27% -21,450 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,310 shares; 2024Q4: 21,882 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,687 shares; 2025Q4: 8,484 shares 8,484 $1.37M 0.26% -203 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,306 shares; 2025Q4: 6,182 shares 6,182 $1.36M 0.26% -124 Timeline BIBL 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,838 shares; 2024Q4: 38,457 shares; 2025Q1: 43,383 shares; 2025Q2: 45,361 shares; 2025Q3: 30,412 shares; 2025Q4: 29,912 shares 29,912 $1.35M 0.25% -500 Timeline TERN TERNS PHARMACEUTICALS INC More: the full row for TERNS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,286 shares 33,286 $1.34M 0.25% new Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,260 shares; 2025Q1: 35,056 shares; 2025Q2: 32,306 shares; 2025Q3: 30,401 shares; 2025Q4: 29,759 shares 29,759 $1.32M 0.25% -642 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,464 shares; 2025Q4: 27,845 shares 27,845 $1.31M 0.25% +21,381 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,872 shares; 2024Q4: 2,604 shares; 2025Q1: 5,163 shares; 2025Q2: 5,036 shares; 2025Q3: 4,817 shares; 2025Q4: 5,708 shares 5,708 $1.3M 0.25% +891 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,442 shares 31,442 $1.3M 0.25% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 255 shares; 2025Q4: 1,047 shares 1,047 $1.27M 0.24% +792 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,910 shares; 2024Q4: 29,847 shares; 2025Q1: 39,620 shares; 2025Q2: 39,868 shares; 2025Q3: 41,385 shares; 2025Q4: 47,235 shares 47,235 $1.25M 0.24% +5,850 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,493 shares; 2025Q3: 8,959 shares; 2025Q4: 15,483 shares 15,483 $1.24M 0.23% +6,524 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,680 shares 7,680 $1.23M 0.23% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,499 shares; 2024Q4: 13,353 shares; 2025Q1: 12,875 shares; 2025Q2: 13,696 shares; 2025Q3: 13,725 shares; 2025Q4: 13,597 shares 13,597 $1.22M 0.23% -128 Timeline STOK STOKE THERAPEUTICS INC More: the full row for STOKE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,347 shares 38,347 $1.22M 0.23% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,339 shares; 2024Q4: 2,463 shares; 2025Q1: 2,385 shares; 2025Q2: 2,204 shares; 2025Q3: 1,845 shares; 2025Q4: 2,412 shares 2,412 $1.21M 0.23% +567 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,191 shares; 2024Q4: 4,329 shares; 2025Q1: 3,732 shares; 2025Q2: 3,712 shares; 2025Q3: 3,514 shares; 2025Q4: 3,858 shares 3,858 $1.21M 0.23% +344 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,667 shares; 2024Q4: 153,655 shares; 2025Q1: 71,751 shares; 2025Q2: 70,358 shares; 2025Q3: 69,466 shares; 2025Q4: 62,351 shares 62,351 $1.2M 0.23% -7,115 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 4,404 shares; 2025Q1: 4,209 shares; 2025Q2: 4,105 shares; 2025Q3: 2,848 shares; 2025Q4: 2,500 shares 2,500 $1.17M 0.22% -348 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,065 shares; 2024Q4: 48,539 shares; 2025Q1: 49,220 shares; 2025Q2: 49,928 shares; 2025Q3: 48,904 shares; 2025Q4: 11,138 shares 11,138 $1.16M 0.22% -37,766 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,019 shares 8,019 $1.15M 0.22% new Timeline AOTG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 20,610 shares 20,610 $1.15M 0.22% +610 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,304 shares; 2025Q4: 17,770 shares 17,770 $1.13M 0.21% +466 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,595 shares; 2025Q1: 955 shares; 2025Q2: 1,059 shares; 2025Q3: 1,438 shares; 2025Q4: 2,452 shares 2,452 $1.1M 0.21% +1,014 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,834 shares 41,834 $1.1M 0.21% new Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,397 shares; 2025Q4: 49,433 shares 49,433 $1.09M 0.21% +21,036 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,823 shares; 2024Q4: 19,771 shares; 2025Q1: 19,147 shares; 2025Q2: 23,862 shares; 2025Q3: 17,547 shares; 2025Q4: 19,957 shares 19,957 $1.09M 0.21% +2,410 Timeline COGT COGENT BIOSCIENCES INC More: the full row for COGENT BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,738 shares 30,738 $1.09M 0.21% new Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,380 shares; 2025Q4: 70,536 shares 70,536 $1.04M 0.2% +4,156 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,507 shares 27,507 $1.03M 0.19% new Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,682 shares 34,682 $1.03M 0.19% new Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,980 shares; 2024Q4: 9,716 shares; 2025Q1: 22,442 shares; 2025Q2: 27,864 shares; 2025Q3: 20,277 shares; 2025Q4: 19,718 shares 19,718 $1.02M 0.19% -559 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,295 shares 4,295 $1M 0.19% new Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,468 shares; 2024Q4: 40,665 shares; 2025Q1: 40,168 shares; 2025Q2: 36,352 shares; 2025Q3: 38,197 shares; 2025Q4: 36,046 shares 36,046 $992K 0.19% -2,151 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,564 shares; 2025Q4: 5,865 shares 5,865 $976K 0.18% +3,301 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,844 shares; 2024Q4: 104,596 shares; 2025Q1: 65,066 shares; 2025Q2: 50,633 shares; 2025Q3: 43,875 shares; 2025Q4: 37,163 shares 37,163 $975K 0.18% -6,712 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,416 shares; 2024Q4: 2,682 shares; 2025Q1: 2,779 shares; 2025Q2: 2,985 shares; 2025Q3: 3,511 shares; 2025Q4: 2,931 shares 2,931 $944K 0.18% -580 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,932 shares; 2024Q4: 17,558 shares; 2025Q1: 25,737 shares; 2025Q2: 27,576 shares; 2025Q3: 27,698 shares; 2025Q4: 28,836 shares 28,836 $938K 0.18% +1,138 Timeline KBWD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,547 shares; 2024Q4: 60,857 shares; 2025Q1: 63,562 shares; 2025Q2: 64,260 shares; 2025Q3: 67,678 shares; 2025Q4: 68,328 shares 68,328 $934K 0.18% +650 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,530 shares 14,530 $919K 0.17% new Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,004 shares; 2024Q4: 7,828 shares; 2025Q1: 6,405 shares; 2025Q2: 7,626 shares; 2025Q3: 7,897 shares; 2025Q4: 15,750 shares 15,750 $912K 0.17% +7,853 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 514 shares; 2025Q1: 516 shares; 2025Q2: 604 shares; 2025Q3: 571 shares; 2025Q4: 1,323 shares 1,323 $873K 0.16% +752 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,386 shares; 2024Q4: 26,881 shares; 2025Q1: 28,638 shares; 2025Q2: 28,313 shares; 2025Q3: 29,588 shares; 2025Q4: 33,836 shares 33,836 $852K 0.16% +4,248 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,136 shares; 2024Q4: 11,136 shares; 2025Q1: 13,247 shares; 2025Q2: 19,903 shares; 2025Q3: 14,956 shares; 2025Q4: 14,866 shares 14,866 $842K 0.16% -90 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,721 shares; 2024Q4: 13,820 shares; 2025Q1: 14,031 shares; 2025Q2: 14,383 shares; 2025Q3: 13,316 shares; 2025Q4: 12,512 shares 12,512 $827K 0.16% -804 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,432 shares; 2024Q4: 19,305 shares; 2025Q1: 21,787 shares; 2025Q2: 29,370 shares; 2025Q3: 23,689 shares; 2025Q4: 17,216 shares 17,216 $817K 0.15% -6,473 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,964 shares; 2024Q4: 14,964 shares; 2025Q1: 13,249 shares; 2025Q2: 20,848 shares; 2025Q3: 15,578 shares; 2025Q4: 15,164 shares 15,164 $811K 0.15% -414 Timeline TTI TETRA TECHNOLOGIES INC DEL More: the full row for TETRA TECHNOLOGIES INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,164 shares 86,164 $807K 0.15% new Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000 $802K 0.15% 0 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,569 shares 11,569 $798K 0.15% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 387 shares; 2025Q1: 382 shares; 2025Q2: 371 shares; 2025Q3: 369 shares; 2025Q4: 369 shares 369 $793K 0.15% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,842 shares; 2025Q3: 10,354 shares; 2025Q4: 11,100 shares 11,100 $793K 0.15% +746 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,560 shares; 2025Q4: 29,433 shares 29,433 $787K 0.15% +4,873 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,390 shares; 2024Q4: 17,465 shares; 2025Q1: 431,925 shares; 2025Q2: 21,007 shares; 2025Q3: 19,902 shares; 2025Q4: 24,747 shares 24,747 $784K 0.15% +4,845 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,287 shares 14,287 $775K 0.15% new Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,945 shares; 2024Q4: 122,479 shares; 2025Q1: 42,387 shares; 2025Q2: 40,093 shares; 2025Q3: 35,840 shares; 2025Q4: 36,275 shares 36,275 $769K 0.15% +435 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,762 shares; 2024Q4: 11,022 shares; 2025Q1: 10,516 shares; 2025Q2: 10,485 shares; 2025Q3: 10,385 shares; 2025Q4: 10,816 shares 10,816 $768K 0.14% +431 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,202 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,239 shares 37,239 $734K 0.14% new Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,917 shares; 2024Q4: 36,951 shares; 2025Q1: 36,718 shares; 2025Q2: 36,280 shares; 2025Q3: 28,324 shares; 2025Q4: 28,742 shares 28,742 $732K 0.14% +418 Timeline XPND FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,068 shares; 2024Q4: 39,830 shares; 2025Q1: 23,640 shares; 2025Q2: 22,790 shares; 2025Q3: 20,389 shares; 2025Q4: 20,234 shares 20,234 $731K 0.14% -155 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,406 shares; 2024Q4: 10,301 shares; 2025Q1: 10,381 shares; 2025Q2: 10,520 shares; 2025Q3: 10,016 shares; 2025Q4: 8,582 shares 8,582 $723K 0.14% -1,434 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,791 shares; 2024Q4: 24,498 shares; 2025Q1: 22,657 shares; 2025Q2: 21,454 shares; 2025Q3: 21,405 shares; 2025Q4: 25,529 shares 25,529 $721K 0.14% +4,124 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,633 shares; 2024Q4: 5,651 shares; 2025Q1: 3,243 shares; 2025Q2: 3,250 shares; 2025Q3: 3,335 shares; 2025Q4: 3,335 shares 3,335 $701K 0.13% 0 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,903 shares; 2024Q4: 97,520 shares; 2025Q1: 33,046 shares; 2025Q2: 31,678 shares; 2025Q3: 22,181 shares; 2025Q4: 17,626 shares 17,626 $698K 0.13% -4,555 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,888 shares 1,888 $696K 0.13% new Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares 13,000 $687K 0.13% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,442 shares; 2024Q4: 5,397 shares; 2025Q1: 7,956 shares; 2025Q2: 7,441 shares; 2025Q3: 7,231 shares; 2025Q4: 5,455 shares 5,455 $683K 0.13% -1,776 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,041 shares; 2025Q1: 6,455 shares; 2025Q2: 12,298 shares; 2025Q3: 8,321 shares; 2025Q4: 13,213 shares 13,213 $681K 0.13% +4,892 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,810 shares; 2024Q4: 14,200 shares; 2025Q1: 14,987 shares; 2025Q2: 15,180 shares; 2025Q3: 15,498 shares; 2025Q4: 16,443 shares 16,443 $678K 0.13% +945 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,107 shares 8,107 $674K 0.13% new Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,340 shares 17,340 $670K 0.13% new Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,685 shares; 2025Q4: 13,330 shares 13,330 $670K 0.13% +645 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,386 shares; 2025Q4: 12,611 shares 12,611 $665K 0.13% +6,225 Timeline PSQH PSQ HOLDINGS INC More: the full row for PSQ HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,747 shares; 2024Q4: 426,788 shares; 2025Q1: 424,423 shares; 2025Q2: 640,882 shares; 2025Q3: 652,294 shares; 2025Q4: 641,335 shares 641,335 $661K 0.12% -10,959 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 4,052 shares; 2025Q1: 4,101 shares; 2025Q2: 2,335 shares; 2025Q3: 2,342 shares; 2025Q4: 2,429 shares 2,429 $654K 0.12% +87 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: 11,147 shares; 2025Q1: 2,091 shares; 2025Q2: 2,111 shares; 2025Q3: 2,091 shares; 2025Q4: 3,062 shares 3,062 $649K 0.12% +971 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,758 shares; 2024Q4: 36,118 shares; 2025Q1: 20,430 shares; 2025Q2: 20,134 shares; 2025Q3: 17,176 shares; 2025Q4: 13,207 shares 13,207 $649K 0.12% -3,969 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 1,722 shares; 2025Q1: 2,385 shares; 2025Q2: 2,403 shares; 2025Q3: 2,795 shares; 2025Q4: 3,223 shares 3,223 $644K 0.12% +428 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,530 shares; 2025Q2: 37,669 shares; 2025Q3: 37,740 shares; 2025Q4: 37,740 shares 37,740 $642K 0.12% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,012 shares; 2025Q2: 1,147 shares; 2025Q3: 1,646 shares; 2025Q4: 1,769 shares 1,769 $637K 0.12% +123 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,063 shares; 2024Q4: 19,783 shares; 2025Q1: 20,288 shares; 2025Q2: 21,113 shares; 2025Q3: 21,561 shares; 2025Q4: 19,255 shares 19,255 $635K 0.12% -2,306 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 3,852 shares; 2025Q1: 3,252 shares; 2025Q2: 3,272 shares; 2025Q3: 3,065 shares; 2025Q4: 3,583 shares 3,583 $629K 0.12% +518 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,890 shares; 2024Q4: 7,455 shares; 2025Q1: 3,919 shares; 2025Q2: 9,060 shares; 2025Q3: 9,640 shares; 2025Q4: 10,986 shares 10,986 $629K 0.12% +1,346 Timeline RDVT RED VIOLET INC More: the full row for RED VIOLET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,971 shares 10,971 $625K 0.12% new Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,113 shares; 2024Q4: 18,556 shares; 2025Q1: 22,019 shares; 2025Q2: 26,206 shares; 2025Q3: 19,631 shares; 2025Q4: 17,382 shares 17,382 $623K 0.12% -2,249 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,139 shares; 2025Q1: 1,267 shares; 2025Q2: 1,361 shares; 2025Q3: 1,205 shares; 2025Q4: 1,750 shares 1,750 $614K 0.12% +545 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,500 shares; 2025Q3: 5,757 shares; 2025Q4: 12,372 shares 12,372 $613K 0.12% +6,615 Timeline INDIVIOR PLC INDIVIOR PLC More: the full row for INDIVIOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,977 shares 16,977 $609K 0.11% new BLES 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,495 shares; 2024Q4: 13,931 shares; 2025Q1: 13,897 shares; 2025Q2: 13,896 shares; 2025Q3: 14,197 shares; 2025Q4: 13,839 shares 13,839 $598K 0.11% -358 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,499 shares 20,499 $595K 0.11% new Timeline DDM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,219 shares; 2024Q4: 6,077 shares; 2025Q1: 4,479 shares; 2025Q2: 5,807 shares; 2025Q3: 5,189 shares; 2025Q4: 10,423 shares 10,423 $593K 0.11% +5,234 Timeline GLOO GLOO HOLDINGS INC More: the full row for GLOO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,803 shares 102,803 $585K 0.11% new Timeline AAUC ALLIED GOLD CORP More: the full row for ALLIED GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,363 shares; 2025Q4: 25,527 shares 25,527 $584K 0.11% -2,836 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,334 shares; 2024Q4: 8,061 shares; 2025Q1: not reported; 2025Q2: 8,057 shares; 2025Q3: 8,080 shares; 2025Q4: 10,007 shares 10,007 $582K 0.11% +1,927 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,627 shares; 2025Q3: 9,950 shares; 2025Q4: 10,896 shares 10,896 $577K 0.11% +946 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,364 shares; 2025Q4: 5,487 shares 5,487 $569K 0.11% -4,877 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,132 shares; 2025Q3: 3,043 shares; 2025Q4: 3,021 shares 3,021 $555K 0.1% -22 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,767 shares; 2025Q1: 2,282 shares; 2025Q2: 2,327 shares; 2025Q3: 2,826 shares; 2025Q4: 2,675 shares 2,675 $554K 0.1% -151 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,225 shares; 2025Q4: 23,565 shares 23,565 $547K 0.1% +1,340 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,748 shares; 2024Q4: 4,609 shares; 2025Q1: 4,420 shares; 2025Q2: 4,493 shares; 2025Q3: 4,380 shares; 2025Q4: 4,556 shares 4,556 $544K 0.1% +176 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,000 shares; 2025Q2: 48,292 shares; 2025Q3: not reported; 2025Q4: 14,725 shares 14,725 $531K 0.1% new Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,190 shares 5,190 $521K 0.1% new Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,990 shares 2,990 $520K 0.1% new Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,219 shares; 2024Q4: 5,769 shares; 2025Q1: 5,576 shares; 2025Q2: 18,185 shares; 2025Q3: 11,659 shares; 2025Q4: 11,619 shares 11,619 $516K 0.1% -40 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,970 shares; 2025Q3: 2,098 shares; 2025Q4: 2,286 shares 2,286 $508K 0.1% +188 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,215 shares; 2024Q4: not reported; 2025Q1: 7,605 shares; 2025Q2: 6,897 shares; 2025Q3: 6,337 shares; 2025Q4: 8,102 shares 8,102 $506K 0.1% +1,765 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,073 shares; 2025Q4: 24,909 shares 24,909 $503K 0.09% -2,164 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,188 shares; 2024Q4: 6,399 shares; 2025Q1: 5,873 shares; 2025Q2: 4,873 shares; 2025Q3: 4,669 shares; 2025Q4: 3,498 shares 3,498 $501K 0.09% -1,171 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,320 shares; 2024Q4: 9,047 shares; 2025Q1: 8,763 shares; 2025Q2: 11,755 shares; 2025Q3: 10,282 shares; 2025Q4: 8,875 shares 8,875 $496K 0.09% -1,407 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 1,038 shares; 2025Q1: 1,517 shares; 2025Q2: 1,615 shares; 2025Q3: 1,713 shares; 2025Q4: 1,426 shares 1,426 $491K 0.09% -287 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,197 shares 18,197 $490K 0.09% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,162 shares; 2025Q2: 1,529 shares; 2025Q3: 1,528 shares; 2025Q4: 1,736 shares 1,736 $481K 0.09% +208 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,865 shares; 2024Q4: 21,555 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,566 shares 1,566 $480K 0.09% new Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 12,914 shares; 2025Q1: 12,882 shares; 2025Q2: 12,874 shares; 2025Q3: 12,882 shares; 2025Q4: 12,882 shares 12,882 $472K 0.09% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,785 shares; 2025Q4: 4,830 shares 4,830 $469K 0.09% +45 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,967 shares; 2024Q4: 60,882 shares; 2025Q1: 91,334 shares; 2025Q2: 88,522 shares; 2025Q3: 87,704 shares; 2025Q4: 74,395 shares 74,395 $469K 0.09% -13,309 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,826 shares; 2024Q4: 22,361 shares; 2025Q1: 22,469 shares; 2025Q2: 20,953 shares; 2025Q3: 22,308 shares; 2025Q4: 19,168 shares 19,168 $459K 0.09% -3,140 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,740 shares; 2024Q4: 7,550 shares; 2025Q1: not reported; 2025Q2: 9,938 shares; 2025Q3: 15,443 shares; 2025Q4: 14,402 shares 14,402 $459K 0.09% -1,041 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,601 shares; 2025Q1: 2,791 shares; 2025Q2: 2,817 shares; 2025Q3: 5,680 shares; 2025Q4: 5,726 shares 5,726 $457K 0.09% +46 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,294 shares; 2024Q4: 2,130 shares; 2025Q1: 2,333 shares; 2025Q2: 2,955 shares; 2025Q3: 2,292 shares; 2025Q4: 3,737 shares 3,737 $450K 0.08% +1,445 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,981 shares; 2025Q2: 10,476 shares; 2025Q3: 7,569 shares; 2025Q4: 7,476 shares 7,476 $449K 0.08% -93 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,413 shares 14,413 $422K 0.08% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,664 shares; 2025Q1: 1,664 shares; 2025Q2: 1,757 shares; 2025Q3: 1,582 shares; 2025Q4: 2,142 shares 2,142 $417K 0.08% +560 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 11,076 shares; 2025Q1: 10,059 shares; 2025Q2: 8,561 shares; 2025Q3: 1,154 shares; 2025Q4: 1,181 shares 1,181 $417K 0.08% +27 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,594 shares; 2024Q4: 14,300 shares; 2025Q1: 14,244 shares; 2025Q2: 14,237 shares; 2025Q3: 14,666 shares; 2025Q4: 15,253 shares 15,253 $417K 0.08% +587 Timeline GLRY 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,172 shares; 2024Q4: 10,503 shares; 2025Q1: 13,752 shares; 2025Q2: 18,284 shares; 2025Q3: 11,246 shares; 2025Q4: 11,197 shares 11,197 $401K 0.08% -49 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,007 shares; 2024Q4: 5,007 shares; 2025Q1: 7,461 shares; 2025Q2: 6,481 shares; 2025Q3: 6,568 shares; 2025Q4: 5,845 shares 5,845 $400K 0.08% -723 Timeline INBX INHIBRX BIOSCIENCES INC More: the full row for INHIBRX BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,049 shares 5,049 $399K 0.08% new Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,618 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,232 shares 11,232 $397K 0.07% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,114 shares; 2024Q4: 5,133 shares; 2025Q1: 3,539 shares; 2025Q2: 3,821 shares; 2025Q3: 3,516 shares; 2025Q4: 4,268 shares 4,268 $395K 0.07% +752 Timeline FRHC FREEDOM HOLDING CORP More: the full row for FREEDOM HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,470 shares; 2025Q4: 3,240 shares 3,240 $394K 0.07% -230 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,549 shares; 2025Q2: 1,552 shares; 2025Q3: 1,438 shares; 2025Q4: 1,252 shares 1,252 $394K 0.07% -186 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,201 shares; 2024Q4: 10,039 shares; 2025Q1: 6,251 shares; 2025Q2: 5,364 shares; 2025Q3: 5,106 shares; 2025Q4: 4,932 shares 4,932 $394K 0.07% -174 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,145 shares; 2024Q4: 8,926 shares; 2025Q1: not reported; 2025Q2: 10,119 shares; 2025Q3: 9,031 shares; 2025Q4: 8,341 shares 8,341 $392K 0.07% -690 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,961 shares; 2024Q4: 7,043 shares; 2025Q1: 6,027 shares; 2025Q2: 6,082 shares; 2025Q3: 5,374 shares; 2025Q4: 6,232 shares 6,232 $389K 0.07% +858 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,692 shares; 2025Q2: 3,532 shares; 2025Q3: 3,597 shares; 2025Q4: 3,494 shares 3,494 $379K 0.07% -103 Timeline WWJD 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,474 shares; 2024Q4: 10,474 shares; 2025Q1: 13,183 shares; 2025Q2: 10,171 shares; 2025Q3: 9,826 shares; 2025Q4: 10,373 shares 10,373 $378K 0.07% +547 Timeline MGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,166 shares; 2025Q2: 19,721 shares; 2025Q3: 16,406 shares; 2025Q4: 18,288 shares 18,288 $374K 0.07% +1,882 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 522 shares; 2025Q1: 423 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,127 shares 1,127 $372K 0.07% new Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,616 shares; 2025Q2: 8,621 shares; 2025Q3: 8,616 shares; 2025Q4: 8,616 shares 8,616 $369K 0.07% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,087 shares; 2025Q1: 4,078 shares; 2025Q2: 4,061 shares; 2025Q3: 4,092 shares; 2025Q4: 4,114 shares 4,114 $368K 0.07% +22 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,813 shares; 2025Q4: 2,184 shares 2,184 $366K 0.07% +371 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,386 shares 10,386 $365K 0.07% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,307 shares; 2025Q3: 6,475 shares; 2025Q4: 7,305 shares 7,305 $365K 0.07% +830 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 898 shares; 2025Q1: 909 shares; 2025Q2: 813 shares; 2025Q3: 825 shares; 2025Q4: 1,085 shares 1,085 $364K 0.07% +260 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,654 shares; 2024Q4: 76,816 shares; 2025Q1: 65,350 shares; 2025Q2: 52,179 shares; 2025Q3: 43,788 shares; 2025Q4: 13,837 shares 13,837 $359K 0.07% -29,951 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,423 shares; 2025Q4: 5,486 shares 5,486 $357K 0.07% +2,063 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 399 shares; 2025Q2: 1,323 shares; 2025Q3: 399 shares; 2025Q4: 567 shares 567 $356K 0.07% +168 Timeline MVV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,791 shares; 2024Q4: 5,643 shares; 2025Q1: 3,681 shares; 2025Q2: 6,001 shares; 2025Q3: 5,245 shares; 2025Q4: 5,100 shares 5,100 $355K 0.07% -145 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 918 shares; 2025Q4: 1,044 shares 1,044 $355K 0.07% +126 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,255 shares; 2024Q4: 1,749 shares; 2025Q1: 1,695 shares; 2025Q2: 1,650 shares; 2025Q3: 1,734 shares; 2025Q4: 1,339 shares 1,339 $352K 0.07% -395 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,360 shares; 2025Q4: 18,060 shares 18,060 $350K 0.07% +1,700 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 814 shares; 2025Q3: 964 shares; 2025Q4: 1,181 shares 1,181 $350K 0.07% +217 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,009 shares; 2025Q2: not reported; 2025Q3: 3,560 shares; 2025Q4: 3,470 shares 3,470 $347K 0.07% -90 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,575 shares; 2025Q1: 789 shares; 2025Q2: 961 shares; 2025Q3: 953 shares; 2025Q4: 1,133 shares 1,133 $346K 0.07% +180 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 341 shares; 2025Q4: 392 shares 392 $345K 0.07% +51 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares 6,900 $344K 0.06% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,229 shares; 2025Q1: 12,287 shares; 2025Q2: 10,390 shares; 2025Q3: 10,668 shares; 2025Q4: 10,323 shares 10,323 $337K 0.06% -345 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,125 shares; 2024Q4: 12,954 shares; 2025Q1: 18,159 shares; 2025Q2: 21,584 shares; 2025Q3: 13,127 shares; 2025Q4: 13,516 shares 13,516 $335K 0.06% +389 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,854 shares; 2025Q2: 1,944 shares; 2025Q3: 1,762 shares; 2025Q4: 1,748 shares 1,748 $335K 0.06% -14 Timeline THLV THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,060 shares 11,060 $330K 0.06% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,416 shares; 2024Q4: 8,113 shares; 2025Q1: 6,514 shares; 2025Q2: 10,469 shares; 2025Q3: 5,749 shares; 2025Q4: 5,693 shares 5,693 $325K 0.06% -56 Timeline IBD 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,795 shares; 2025Q2: 11,272 shares; 2025Q3: 16,110 shares; 2025Q4: 13,327 shares 13,327 $323K 0.06% -2,783 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,660 shares; 2025Q1: not reported; 2025Q2: 2,472 shares; 2025Q3: 2,482 shares; 2025Q4: 2,482 shares 2,482 $322K 0.06% 0 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,036 shares; 2025Q4: 6,937 shares 6,937 $321K 0.06% +1,901 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,511 shares; 2025Q4: 1,257 shares 1,257 $321K 0.06% -254 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 2,938 shares; 2025Q1: 3,096 shares; 2025Q2: 2,948 shares; 2025Q3: 2,884 shares; 2025Q4: 2,995 shares 2,995 $317K 0.06% +111 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,114 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 549 shares 549 $315K 0.06% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,940 shares; 2025Q2: 3,077 shares; 2025Q3: 2,736 shares; 2025Q4: 2,636 shares 2,636 $310K 0.06% -100 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,183 shares; 2024Q4: 7,183 shares; 2025Q1: 7,047 shares; 2025Q2: 7,085 shares; 2025Q3: 7,019 shares; 2025Q4: 6,789 shares 6,789 $309K 0.06% -230 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,678 shares 1,678 $308K 0.06% new Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,866 shares; 2025Q1: 2,000 shares; 2025Q2: 2,212 shares; 2025Q3: 2,102 shares; 2025Q4: 2,344 shares 2,344 $305K 0.06% +242 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,279 shares 42,279 $302K 0.06% new Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,218 shares; 2025Q4: 6,008 shares 6,008 $299K 0.06% -210 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,640 shares; 2025Q4: 15,630 shares 15,630 $296K 0.06% +990 Timeline ACT ENACT HLDGS INC More: the full row for ENACT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,503 shares; 2025Q4: 7,382 shares 7,382 $293K 0.06% +879 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 724 shares; 2025Q4: 786 shares 786 $291K 0.05% +62 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,396 shares; 2025Q4: 1,872 shares 1,872 $288K 0.05% +476 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,496 shares; 2024Q4: 2,246 shares; 2025Q1: 2,363 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,717 shares 2,717 $286K 0.05% new Timeline ISMD 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,684 shares; 2024Q4: 9,464 shares; 2025Q1: 12,666 shares; 2025Q2: 11,783 shares; 2025Q3: 7,299 shares; 2025Q4: 7,367 shares 7,367 $284K 0.05% +68 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,516 shares 2,516 $280K 0.05% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,694 shares; 2024Q4: 23,590 shares; 2025Q1: 10,558 shares; 2025Q2: 10,587 shares; 2025Q3: 9,386 shares; 2025Q4: 3,924 shares 3,924 $280K 0.05% -5,462 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,835 shares; 2024Q4: 16,501 shares; 2025Q1: 17,123 shares; 2025Q2: 17,010 shares; 2025Q3: 9,952 shares; 2025Q4: 9,869 shares 9,869 $278K 0.05% -83 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,035 shares 1,035 $274K 0.05% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 823 shares; 2025Q4: 1,069 shares 1,069 $268K 0.05% +246 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,182 shares; 2025Q4: 5,321 shares 5,321 $264K 0.05% +139 Timeline NEOS ETF TRUST NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,157 shares; 2025Q1: 10,558 shares; 2025Q2: 13,658 shares; 2025Q3: 8,178 shares; 2025Q4: 8,158 shares 8,158 $255K 0.05% -20 PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,210 shares; 2025Q3: 2,251 shares; 2025Q4: 2,429 shares 2,429 $253K 0.05% +178 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,262 shares 5,262 $250K 0.05% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,915 shares; 2024Q4: 2,115 shares; 2025Q1: 1,942 shares; 2025Q2: 2,077 shares; 2025Q3: 1,935 shares; 2025Q4: 1,614 shares 1,614 $246K 0.05% -321 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,925 shares; 2024Q4: 2,565 shares; 2025Q1: 4,040 shares; 2025Q2: 4,439 shares; 2025Q3: 3,020 shares; 2025Q4: 2,450 shares 2,450 $246K 0.05% -570 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,612 shares; 2024Q4: 14,730 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,147 shares 1,147 $246K 0.05% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,752 shares; 2025Q1: 4,712 shares; 2025Q2: 4,876 shares; 2025Q3: 4,880 shares; 2025Q4: 2,553 shares 2,553 $238K 0.04% -2,327 Timeline QMAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,128 shares; 2025Q4: 10,030 shares 10,030 $237K 0.04% -1,098 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,922 shares; 2024Q4: 16,784 shares; 2025Q1: 9,105 shares; 2025Q2: 6,251 shares; 2025Q3: 5,377 shares; 2025Q4: 4,019 shares 4,019 $234K 0.04% -1,358 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,637 shares; 2025Q1: not reported; 2025Q2: 4,982 shares; 2025Q3: 4,804 shares; 2025Q4: 4,252 shares 4,252 $234K 0.04% -552 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,274 shares; 2024Q4: 31,153 shares; 2025Q1: 15,371 shares; 2025Q2: 15,531 shares; 2025Q3: 12,745 shares; 2025Q4: 8,315 shares 8,315 $232K 0.04% -4,430 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,018 shares 3,018 $231K 0.04% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,271 shares 3,271 $229K 0.04% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,192 shares 3,192 $229K 0.04% new Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,887 shares 5,887 $223K 0.04% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 679 shares 679 $222K 0.04% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 2,734 shares; 2025Q1: 2,535 shares; 2025Q2: 2,082 shares; 2025Q3: 2,183 shares; 2025Q4: 1,540 shares 1,540 $221K 0.04% -643 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 988 shares; 2025Q3: 945 shares; 2025Q4: 955 shares 955 $220K 0.04% +10 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,782 shares 2,782 $219K 0.04% new Timeline DAN DANA INC More: the full row for DANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,189 shares 9,189 $218K 0.04% new Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 4,527 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,696 shares 4,696 $218K 0.04% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares 700 $216K 0.04% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 192 shares; 2025Q3: 258 shares; 2025Q4: 2,298 shares 2,298 $215K 0.04% +2,040 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,862 shares; 2025Q1: not reported; 2025Q2: 1,504 shares; 2025Q3: not reported; 2025Q4: 1,347 shares 1,347 $215K 0.04% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,306 shares 1,306 $214K 0.04% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 363 shares; 2025Q4: 374 shares 374 $213K 0.04% +11 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,530 shares; 2025Q3: 1,483 shares; 2025Q4: 1,485 shares 1,485 $213K 0.04% +2 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,120 shares; 2025Q4: 1,605 shares 1,605 $213K 0.04% -515 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,059 shares 3,059 $212K 0.04% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,223 shares; 2025Q4: 5,590 shares 5,590 $209K 0.04% -633 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,929 shares; 2025Q2: 10,015 shares; 2025Q3: not reported; 2025Q4: 2,248 shares 2,248 $208K 0.04% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 2,215 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,203 shares; 2025Q4: 2,199 shares 2,199 $207K 0.04% -4 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,465 shares; 2025Q3: not reported; 2025Q4: 965 shares 965 $204K 0.04% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,476 shares 4,476 $202K 0.04% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,829 shares 4,829 $202K 0.04% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,364 shares 2,364 $202K 0.04% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,550 shares; 2024Q4: 8,792 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,065 shares 2,065 $200K 0.04% new Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,450 shares 35,450 $194K 0.04% new Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161,381 shares; 2025Q3: 349,385 shares; 2025Q4: 16,854 shares 16,854 $178K 0.03% -332,531 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,075 shares; 2024Q4: 13,524 shares; 2025Q1: 13,599 shares; 2025Q2: 13,804 shares; 2025Q3: 12,464 shares; 2025Q4: 11,374 shares 11,374 $161K 0.03% -1,090 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,016 shares 11,016 $156K 0.03% new Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,658 shares 11,658 $153K 0.03% new Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,004 shares; 2025Q1: 11,530 shares; 2025Q2: 13,789 shares; 2025Q3: 13,608 shares; 2025Q4: 13,608 shares 13,608 $143K 0.03% 0 Timeline ADTN ADTRAN HOLDINGS INC More: the full row for ADTRAN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,307 shares; 2025Q2: 16,735 shares; 2025Q3: 15,347 shares; 2025Q4: 15,058 shares 15,058 $131K 0.02% -289 Timeline CIO CITY OFFICE REIT INC More: the full row for CITY OFFICE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,579 shares; 2025Q4: 16,339 shares 16,339 $114K 0.02% -5,240 Timeline GCMG GCM GROSVENOR INC More: the full row for GCM GROSVENOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,617 shares; 2025Q2: 11,350 shares; 2025Q3: 10,362 shares; 2025Q4: 10,078 shares 10,078 $114K 0.02% -284 Timeline SLDP SOLID POWER INC More: the full row for SOLID POWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 333,665 shares; 2025Q4: 20,254 shares 20,254 $86.1K 0.02% -313,411 Timeline IRWD IRONWOOD PHARMACEUTICALS INC More: the full row for IRONWOOD PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,170 shares 20,170 $68K 0.01% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,097 shares; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $64.7K 0.01% new Timeline VYNE VYNE THERAPEUTICS INC More: the full row for VYNE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,326 shares; 2025Q3: 11,059 shares; 2025Q4: 11,059 shares 11,059 $6.42K <0.01% 0 Timeline