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: 632,372 shares; 2024Q4: 632,245 shares; 2025Q1: 617,331 shares; 2025Q2: 624,082 shares; 2025Q3: 633,097 shares; 2025Q4: 637,700 shares 637,700 $400M 13.85% +4,603 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: 1,074,876 shares; 2024Q4: 1,081,875 shares; 2025Q1: 1,046,750 shares; 2025Q2: 1,043,914 shares; 2025Q3: 1,050,675 shares; 2025Q4: 1,048,621 shares 1,048,621 $285M 9.87% -2,054 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: 332,406 shares; 2024Q4: 343,899 shares; 2025Q1: 274,126 shares; 2025Q2: 271,141 shares; 2025Q3: 270,060 shares; 2025Q4: 268,559 shares 268,559 $183M 6.34% -1,501 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: 214,663 shares; 2024Q4: 220,553 shares; 2025Q1: 185,538 shares; 2025Q2: 184,740 shares; 2025Q3: 185,246 shares; 2025Q4: 183,594 shares 183,594 $113M 3.91% -1,652 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,236 shares; 2024Q4: 424,563 shares; 2025Q1: 422,453 shares; 2025Q2: 428,366 shares; 2025Q3: 439,084 shares; 2025Q4: 442,651 shares 442,651 $112M 3.88% +3,567 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: 323,041 shares; 2024Q4: 323,595 shares; 2025Q1: 317,561 shares; 2025Q2: 317,081 shares; 2025Q3: 325,663 shares; 2025Q4: 326,100 shares 326,100 $102M 3.54% +437 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: 149,202 shares; 2024Q4: 149,497 shares; 2025Q1: 147,989 shares; 2025Q2: 151,327 shares; 2025Q3: 147,574 shares; 2025Q4: 149,647 shares 149,647 $72.4M 2.51% +2,073 Timeline BRK-A 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: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares 95 $71.7M 2.48% 0 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: 4,215 shares; 2024Q4: 4,115 shares; 2025Q1: 4,135 shares; 2025Q2: 82,318 shares; 2025Q3: 150,992 shares; 2025Q4: 154,143 shares 154,143 $61.1M 2.12% +3,151 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: 72,923 shares; 2024Q4: 72,891 shares; 2025Q1: 68,673 shares; 2025Q2: 68,535 shares; 2025Q3: 68,375 shares; 2025Q4: 68,363 shares 68,363 $59M 2.04% -12 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,186 shares; 2024Q4: 190,405 shares; 2025Q1: 179,591 shares; 2025Q2: 180,389 shares; 2025Q3: 183,701 shares; 2025Q4: 365,035 shares 365,035 $52.6M 1.82% +181,334 Timeline RSDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,388,214 shares 2,388,214 $52.1M 1.8% new 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: 80,480 shares; 2024Q4: 77,011 shares; 2025Q1: 75,057 shares; 2025Q2: 71,167 shares; 2025Q3: 71,531 shares; 2025Q4: 70,899 shares 70,899 $48.6M 1.68% -632 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: 136,455 shares; 2024Q4: 136,431 shares; 2025Q1: 136,088 shares; 2025Q2: 136,056 shares; 2025Q3: 135,932 shares; 2025Q4: 135,649 shares 135,649 $44.8M 1.55% -283 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,212 shares; 2024Q4: 59,245 shares; 2025Q1: 59,240 shares; 2025Q2: 59,220 shares; 2025Q3: 58,875 shares; 2025Q4: 58,778 shares 58,778 $44.3M 1.53% -97 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,405 shares; 2024Q4: 231,405 shares; 2025Q1: 231,405 shares; 2025Q2: 231,405 shares; 2025Q3: 231,930 shares; 2025Q4: 231,930 shares 231,930 $43.2M 1.5% 0 Timeline GDEC 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: 1,102,017 shares; 2025Q3: 1,097,815 shares; 2025Q4: 1,112,215 shares 1,112,215 $42.1M 1.46% +14,400 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,132 shares; 2024Q4: 72,177 shares; 2025Q1: 71,830 shares; 2025Q2: 71,739 shares; 2025Q3: 71,739 shares; 2025Q4: 71,844 shares 71,844 $41M 1.42% +105 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,708 shares; 2025Q2: not reported; 2025Q3: 1,154,948 shares; 2025Q4: 1,224,536 shares 1,224,536 $39.9M 1.38% +69,588 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,956,046 shares; 2025Q1: 1,934,474 shares; 2025Q2: 2,387 shares; 2025Q3: 1,289,316 shares; 2025Q4: 1,359,662 shares 1,359,662 $39.9M 1.38% +70,346 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: 110,895 shares; 2024Q4: 110,940 shares; 2025Q1: 110,221 shares; 2025Q2: 109,660 shares; 2025Q3: 109,598 shares; 2025Q4: 109,684 shares 109,684 $38.5M 1.33% +86 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: 370,374 shares; 2024Q4: 369,842 shares; 2025Q1: 369,828 shares; 2025Q2: 369,786 shares; 2025Q3: 369,002 shares; 2025Q4: 368,672 shares 368,672 $36.6M 1.27% -330 Timeline FHDG 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: 1,039,710 shares; 2025Q4: 1,076,172 shares 1,076,172 $36.5M 1.26% +36,462 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: 102,094 shares; 2024Q4: 102,107 shares; 2025Q1: 101,995 shares; 2025Q2: 101,667 shares; 2025Q3: 101,720 shares; 2025Q4: 101,664 shares 101,664 $35M 1.21% -56 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: 127,402 shares; 2024Q4: 127,397 shares; 2025Q1: 127,267 shares; 2025Q2: 127,113 shares; 2025Q3: 127,987 shares; 2025Q4: 127,923 shares 127,923 $33.9M 1.17% -64 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: 1,332,195 shares; 2024Q4: 1,342,584 shares; 2025Q1: 1,353,847 shares; 2025Q2: 1,354,839 shares; 2025Q3: 1,395,847 shares; 2025Q4: 1,393,050 shares 1,393,050 $32.9M 1.14% -2,797 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: 63,454 shares; 2024Q4: 62,651 shares; 2025Q1: 64,659 shares; 2025Q2: 64,495 shares; 2025Q3: 64,518 shares; 2025Q4: 64,718 shares 64,718 $29.1M 1.01% +200 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: 72,917 shares; 2024Q4: 72,857 shares; 2025Q1: 73,165 shares; 2025Q2: 73,366 shares; 2025Q3: 73,141 shares; 2025Q4: 73,196 shares 73,196 $24.5M 0.85% +55 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: 71,675 shares; 2024Q4: 71,526 shares; 2025Q1: 72,767 shares; 2025Q2: 62,983 shares; 2025Q3: 69,613 shares; 2025Q4: 67,350 shares 67,350 $21.7M 0.75% -2,263 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,163 shares; 2024Q4: 34,363 shares; 2025Q1: 34,163 shares; 2025Q2: 34,163 shares; 2025Q3: 34,163 shares; 2025Q4: 34,263 shares 34,263 $20.7M 0.72% +100 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,878 shares; 2024Q4: 71,878 shares; 2025Q1: 71,834 shares; 2025Q2: 71,834 shares; 2025Q3: 71,834 shares; 2025Q4: 71,834 shares 71,834 $19.8M 0.68% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,784 shares; 2024Q4: 120,161 shares; 2025Q1: 121,340 shares; 2025Q2: 121,416 shares; 2025Q3: 122,182 shares; 2025Q4: 123,133 shares 123,133 $19.8M 0.68% +951 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: 122,718 shares; 2024Q4: 122,718 shares; 2025Q1: 122,718 shares; 2025Q2: 123,479 shares; 2025Q3: 122,718 shares; 2025Q4: 122,719 shares 122,719 $18.9M 0.65% +1 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,117 shares; 2024Q4: 67,117 shares; 2025Q1: 66,403 shares; 2025Q2: 66,975 shares; 2025Q3: 66,403 shares; 2025Q4: 67,269 shares 67,269 $17.3M 0.6% +866 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: 89,189 shares; 2024Q4: 95,207 shares; 2025Q1: 74,329 shares; 2025Q2: 82,749 shares; 2025Q3: 82,007 shares; 2025Q4: 73,614 shares 73,614 $17M 0.59% -8,393 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: 49,729 shares; 2024Q4: 60,745 shares; 2025Q1: 48,567 shares; 2025Q2: 50,322 shares; 2025Q3: 53,366 shares; 2025Q4: 52,187 shares 52,187 $16.4M 0.57% -1,179 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,460 shares; 2024Q4: 313,460 shares; 2025Q1: 354,014 shares; 2025Q2: 354,014 shares; 2025Q3: 356,183 shares; 2025Q4: 356,183 shares 356,183 $16.3M 0.56% 0 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: 90,319 shares; 2024Q4: 106,526 shares; 2025Q1: 71,625 shares; 2025Q2: 83,928 shares; 2025Q3: 89,841 shares; 2025Q4: 84,626 shares 84,626 $15.8M 0.55% -5,215 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,755 shares; 2024Q4: 180,555 shares; 2025Q1: 180,555 shares; 2025Q2: 178,361 shares; 2025Q3: 172,157 shares; 2025Q4: 172,156 shares 172,156 $15.7M 0.54% -1 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: 35,884 shares; 2024Q4: 34,332 shares; 2025Q1: 30,692 shares; 2025Q2: 30,386 shares; 2025Q3: 30,401 shares; 2025Q4: 30,166 shares 30,166 $15.2M 0.53% -235 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,944 shares; 2024Q4: 260,944 shares; 2025Q1: 260,959 shares; 2025Q2: 260,977 shares; 2025Q3: 260,994 shares; 2025Q4: 261,013 shares 261,013 $14.2M 0.49% +19 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,716 shares; 2024Q4: 119,862 shares; 2025Q1: 119,862 shares; 2025Q2: 119,862 shares; 2025Q3: 121,690 shares; 2025Q4: 122,956 shares 122,956 $14M 0.48% +1,266 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,448 shares; 2024Q4: 151,448 shares; 2025Q1: 151,448 shares; 2025Q2: 151,448 shares; 2025Q3: 151,448 shares; 2025Q4: 151,448 shares 151,448 $11.1M 0.39% 0 Timeline SPYM 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: 154,587 shares; 2024Q4: 154,405 shares; 2025Q1: 155,849 shares; 2025Q2: 153,563 shares; 2025Q3: 132,478 shares; 2025Q4: 133,493 shares 133,493 $10.7M 0.37% +1,015 Timeline VUG 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: 20,816 shares; 2024Q4: 20,860 shares; 2025Q1: 20,885 shares; 2025Q2: 20,890 shares; 2025Q3: 20,961 shares; 2025Q4: 21,042 shares 21,042 $10.3M 0.36% +81 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,754 shares; 2024Q4: 55,754 shares; 2025Q1: 56,251 shares; 2025Q2: 55,906 shares; 2025Q3: 60,025 shares; 2025Q4: 55,906 shares 55,906 $9.48M 0.33% -4,119 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,777 shares; 2024Q4: 330,777 shares; 2025Q1: 465,645 shares; 2025Q2: 468,132 shares; 2025Q3: 476,886 shares; 2025Q4: 481,576 shares 481,576 $9.04M 0.31% +4,690 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,437 shares; 2024Q4: 25,437 shares; 2025Q1: 25,287 shares; 2025Q2: 25,287 shares; 2025Q3: 25,258 shares; 2025Q4: 25,258 shares 25,258 $8.88M 0.31% 0 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: 39,490 shares; 2024Q4: 69,661 shares; 2025Q1: 77,336 shares; 2025Q2: 59,990 shares; 2025Q3: 45,750 shares; 2025Q4: 48,783 shares 48,783 $8.67M 0.3% +3,033 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,895 shares; 2024Q4: 36,199 shares; 2025Q1: 36,372 shares; 2025Q2: 36,372 shares; 2025Q3: 37,149 shares; 2025Q4: 37,443 shares 37,443 $8.23M 0.29% +294 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,400 shares; 2024Q4: 97,400 shares; 2025Q1: 97,745 shares; 2025Q2: 97,742 shares; 2025Q3: 97,433 shares; 2025Q4: 97,448 shares 97,448 $8.15M 0.28% +15 Timeline ITOT 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: 54,669 shares; 2024Q4: 53,646 shares; 2025Q1: 57,062 shares; 2025Q2: 50,461 shares; 2025Q3: 46,111 shares; 2025Q4: 52,959 shares 52,959 $7.87M 0.27% +6,848 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,156 shares; 2025Q1: 2,156 shares; 2025Q2: 2,156 shares; 2025Q3: 2,156 shares; 2025Q4: 2,156 shares 2,156 $7.31M 0.25% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,749 shares; 2024Q4: 63,499 shares; 2025Q1: 63,499 shares; 2025Q2: 63,895 shares; 2025Q3: 65,474 shares; 2025Q4: 85,053 shares 85,053 $7.29M 0.25% +19,579 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 464,958 shares; 2025Q4: 140,343 shares 140,343 $7.1M 0.25% -324,615 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,365 shares; 2024Q4: 128,365 shares; 2025Q1: 128,365 shares; 2025Q2: 128,965 shares; 2025Q3: 128,965 shares; 2025Q4: 128,965 shares 128,965 $6.85M 0.24% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,641 shares; 2024Q4: 35,491 shares; 2025Q1: 38,701 shares; 2025Q2: 38,701 shares; 2025Q3: 121,633 shares; 2025Q4: 121,233 shares 121,233 $6.28M 0.22% -400 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: 4,336 shares; 2024Q4: 4,314 shares; 2025Q1: 4,319 shares; 2025Q2: 4,188 shares; 2025Q3: 4,113 shares; 2025Q4: 5,091 shares 5,091 $6.19M 0.21% +978 Timeline DAY DAYFORCE INC More: the full row for DAYFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,949 shares; 2024Q4: 88,949 shares; 2025Q1: 88,949 shares; 2025Q2: 88,949 shares; 2025Q3: 88,374 shares; 2025Q4: 88,374 shares 88,374 $6.11M 0.21% 0 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,905 shares; 2024Q4: 69,155 shares; 2025Q1: 70,305 shares; 2025Q2: 70,333 shares; 2025Q3: 69,460 shares; 2025Q4: 69,565 shares 69,565 $5.93M 0.21% +105 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: 17,799 shares; 2024Q4: 16,326 shares; 2025Q1: 11,035 shares; 2025Q2: 20,508 shares; 2025Q3: 19,895 shares; 2025Q4: 17,036 shares 17,036 $5.9M 0.2% -2,859 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,748 shares; 2024Q4: 53,832 shares; 2025Q1: 53,947 shares; 2025Q2: 58,947 shares; 2025Q3: 58,947 shares; 2025Q4: 58,947 shares 58,947 $5.89M 0.2% 0 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: 18,986 shares; 2024Q4: 18,978 shares; 2025Q1: 18,978 shares; 2025Q2: 18,794 shares; 2025Q3: 18,794 shares; 2025Q4: 18,715 shares 18,715 $5.72M 0.2% -79 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,547 shares; 2024Q4: 203,547 shares; 2025Q1: 304,348 shares; 2025Q2: 304,348 shares; 2025Q3: 304,348 shares; 2025Q4: 306,678 shares 306,678 $5.47M 0.19% +2,330 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,435 shares; 2024Q4: 80,313 shares; 2025Q1: 82,094 shares; 2025Q2: 83,218 shares; 2025Q3: 85,185 shares; 2025Q4: 85,188 shares 85,188 $4.91M 0.17% +3 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: 88,445 shares; 2024Q4: 87,516 shares; 2025Q1: 87,044 shares; 2025Q2: 86,778 shares; 2025Q3: 86,878 shares; 2025Q4: 86,928 shares 86,928 $4.78M 0.17% +50 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: 248,727 shares; 2024Q4: 248,727 shares; 2025Q1: 250,252 shares; 2025Q2: 247,177 shares; 2025Q3: 247,177 shares; 2025Q4: 248,544 shares 248,544 $4.77M 0.17% +1,367 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,090 shares; 2024Q4: 168,183 shares; 2025Q1: 168,188 shares; 2025Q2: 168,194 shares; 2025Q3: 166,630 shares; 2025Q4: 166,611 shares 166,611 $4.48M 0.16% -19 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,368,932 shares; 2024Q4: 1,119,084 shares; 2025Q1: 1,124,312 shares; 2025Q2: 205,149 shares; 2025Q3: 202,062 shares; 2025Q4: 202,062 shares 202,062 $4.43M 0.15% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,094 shares; 2024Q4: 18,094 shares; 2025Q1: 18,069 shares; 2025Q2: 18,069 shares; 2025Q3: 18,037 shares; 2025Q4: 18,037 shares 18,037 $4.35M 0.15% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,004 shares; 2024Q4: 65,004 shares; 2025Q1: 65,005 shares; 2025Q2: 65,006 shares; 2025Q3: 65,008 shares; 2025Q4: 65,009 shares 65,009 $4.32M 0.15% +1 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,321 shares; 2024Q4: 31,631 shares; 2025Q1: 31,766 shares; 2025Q2: 31,912 shares; 2025Q3: 32,261 shares; 2025Q4: 32,419 shares 32,419 $4.08M 0.14% +158 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,329 shares; 2025Q3: 91,329 shares; 2025Q4: 91,329 shares 91,329 $3.98M 0.14% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,091 shares; 2024Q4: 42,091 shares; 2025Q1: 42,091 shares; 2025Q2: 42,191 shares; 2025Q3: 42,091 shares; 2025Q4: 42,121 shares 42,121 $3.85M 0.13% +30 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,660 shares; 2024Q4: 27,790 shares; 2025Q1: 27,294 shares; 2025Q2: 27,324 shares; 2025Q3: 23,273 shares; 2025Q4: 20,738 shares 20,738 $3.82M 0.13% -2,535 Timeline USAS AMERICAS GOLD AND SILVER COR More: the full row for AMERICAS GOLD AND SILVER 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: not reported; 2025Q2: not reported; 2025Q3: 729,551 shares; 2025Q4: 729,551 shares 729,551 $3.73M 0.13% 0 Timeline PMBS 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: 73,013 shares; 2024Q4: 73,013 shares; 2025Q1: 73,013 shares; 2025Q2: 73,013 shares; 2025Q3: 73,013 shares; 2025Q4: 73,013 shares 73,013 $3.63M 0.13% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,777 shares; 2024Q4: 53,951 shares; 2025Q1: 53,314 shares; 2025Q2: 53,691 shares; 2025Q3: 50,580 shares; 2025Q4: 53,563 shares 53,563 $3.6M 0.12% +2,983 Timeline CMDT 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: 132,993 shares; 2024Q4: 132,222 shares; 2025Q1: 137,858 shares; 2025Q2: 138,801 shares; 2025Q3: 138,813 shares; 2025Q4: 128,692 shares 128,692 $3.55M 0.12% -10,121 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 60,000 shares; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 60,000 shares 60,000 $3.52M 0.12% 0 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: 7,304 shares; 2024Q4: 9,188 shares; 2025Q1: 6,424 shares; 2025Q2: 8,082 shares; 2025Q3: 5,703 shares; 2025Q4: 5,152 shares 5,152 $3.4M 0.12% -551 Timeline IEFA 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: 39,498 shares; 2024Q4: 44,859 shares; 2025Q1: 41,305 shares; 2025Q2: 39,295 shares; 2025Q3: 35,281 shares; 2025Q4: 34,636 shares 34,636 $3.1M 0.11% -645 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: 36,123 shares; 2024Q4: 36,123 shares; 2025Q1: 36,121 shares; 2025Q2: 36,121 shares; 2025Q3: 36,121 shares; 2025Q4: 36,121 shares 36,121 $3.08M 0.11% 0 Timeline PHYS 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: 84,915 shares; 2024Q4: 84,915 shares; 2025Q1: 84,915 shares; 2025Q2: 84,915 shares; 2025Q3: 92,222 shares; 2025Q4: 90,692 shares 90,692 $2.99M 0.1% -1,530 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 2,133 shares; 2025Q1: 8,026 shares; 2025Q2: 6,230 shares; 2025Q3: 5,414 shares; 2025Q4: 4,273 shares 4,273 $2.79M 0.1% -1,141 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: 10,419 shares; 2024Q4: 9,679 shares; 2025Q1: 10,606 shares; 2025Q2: 10,205 shares; 2025Q3: 10,101 shares; 2025Q4: 9,054 shares 9,054 $2.79M 0.1% -1,047 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,265 shares; 2024Q4: 48,265 shares; 2025Q1: 65,140 shares; 2025Q2: 65,442 shares; 2025Q3: 65,675 shares; 2025Q4: 65,475 shares 65,475 $2.78M 0.1% -200 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,799 shares; 2024Q4: 20,014 shares; 2025Q1: 15,679 shares; 2025Q2: 15,679 shares; 2025Q3: 15,679 shares; 2025Q4: 15,679 shares 15,679 $2.63M 0.09% 0 Timeline TMF 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: 0 shares; 2024Q4: 76,068 shares; 2025Q1: 77,654 shares; 2025Q2: 82,391 shares; 2025Q3: 73,584 shares; 2025Q4: 68,830 shares 68,830 $2.57M 0.09% -4,754 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: 22,283 shares; 2024Q4: 22,289 shares; 2025Q1: 22,093 shares; 2025Q2: 21,227 shares; 2025Q3: 21,201 shares; 2025Q4: 20,957 shares 20,957 $2.52M 0.09% -244 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,526 shares; 2024Q4: 6,316 shares; 2025Q1: 6,304 shares; 2025Q2: 6,304 shares; 2025Q3: 6,373 shares; 2025Q4: 7,049 shares 7,049 $2.47M 0.09% +676 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,382 shares; 2024Q4: 27,554 shares; 2025Q1: 26,955 shares; 2025Q2: 26,042 shares; 2025Q3: 20,488 shares; 2025Q4: 24,052 shares 24,052 $2.4M 0.08% +3,564 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926,318 shares; 2024Q4: 205,646 shares; 2025Q1: 225,446 shares; 2025Q2: 225,446 shares; 2025Q3: 224,218 shares; 2025Q4: 226,520 shares 226,520 $2.4M 0.08% +2,302 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,377 shares; 2024Q4: 4,367 shares; 2025Q1: 4,299 shares; 2025Q2: 4,463 shares; 2025Q3: 4,216 shares; 2025Q4: 4,216 shares 4,216 $2.39M 0.08% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,450 shares; 2024Q4: 222,635 shares; 2025Q1: 221,875 shares; 2025Q2: 220,950 shares; 2025Q3: 220,800 shares; 2025Q4: 220,800 shares 220,800 $2.37M 0.08% 0 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,800 shares; 2024Q4: 42,855 shares; 2025Q1: 42,855 shares; 2025Q2: 42,075 shares; 2025Q3: 42,075 shares; 2025Q4: 42,130 shares 42,130 $2.31M 0.08% +55 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,334 shares; 2024Q4: 44,883 shares; 2025Q1: 44,883 shares; 2025Q2: 45,133 shares; 2025Q3: 45,483 shares; 2025Q4: 45,483 shares 45,483 $2.31M 0.08% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,803 shares; 2024Q4: 26,760 shares; 2025Q1: 24,858 shares; 2025Q2: 24,836 shares; 2025Q3: 24,636 shares; 2025Q4: 24,537 shares 24,537 $2.28M 0.08% -99 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: 9,182 shares; 2024Q4: 9,213 shares; 2025Q1: 9,083 shares; 2025Q2: 9,202 shares; 2025Q3: 9,233 shares; 2025Q4: 9,234 shares 9,234 $2.27M 0.08% +1 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,407 shares; 2024Q4: 24,890 shares; 2025Q1: 24,921 shares; 2025Q2: 24,882 shares; 2025Q3: 24,883 shares; 2025Q4: 49,767 shares 49,767 $2.23M 0.08% +24,884 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: 24,345 shares; 2024Q4: 24,344 shares; 2025Q1: 22,647 shares; 2025Q2: 20,741 shares; 2025Q3: 20,820 shares; 2025Q4: 19,922 shares 19,922 $2.22M 0.08% -898 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,522 shares; 2024Q4: 3,888 shares; 2025Q1: 3,808 shares; 2025Q2: 4,232 shares; 2025Q3: 3,878 shares; 2025Q4: 12,747 shares 12,747 $2.18M 0.08% +8,869 Timeline CNNE CANNAE HLDGS INC More: the full row for CANNAE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,436 shares; 2024Q4: 128,436 shares; 2025Q1: 128,436 shares; 2025Q2: 128,436 shares; 2025Q3: 128,436 shares; 2025Q4: 128,436 shares 128,436 $2.02M 0.07% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,021 shares; 2024Q4: 59,265 shares; 2025Q1: 56,397 shares; 2025Q2: 55,959 shares; 2025Q3: 39,089 shares; 2025Q4: 36,432 shares 36,432 $1.93M 0.07% -2,657 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,316 shares; 2024Q4: 6,358 shares; 2025Q1: 6,377 shares; 2025Q2: 6,393 shares; 2025Q3: 6,409 shares; 2025Q4: 6,426 shares 6,426 $1.92M 0.07% +17 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,101 shares; 2024Q4: 24,506 shares; 2025Q1: 24,578 shares; 2025Q2: 24,754 shares; 2025Q3: 24,874 shares; 2025Q4: 25,319 shares 25,319 $1.91M 0.07% +445 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,860 shares; 2024Q4: 21,890 shares; 2025Q1: 21,890 shares; 2025Q2: 21,891 shares; 2025Q3: 21,902 shares; 2025Q4: 21,905 shares 21,905 $1.87M 0.06% +3 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,472 shares; 2024Q4: 21,543 shares; 2025Q1: 21,544 shares; 2025Q2: 21,576 shares; 2025Q3: 21,577 shares; 2025Q4: 43,156 shares 43,156 $1.84M 0.06% +21,579 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: 20,247 shares; 2024Q4: 20,322 shares; 2025Q1: 20,393 shares; 2025Q2: 20,270 shares; 2025Q3: 20,339 shares; 2025Q4: 20,415 shares 20,415 $1.83M 0.06% +76 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,184 shares; 2024Q4: 8,435 shares; 2025Q1: 8,463 shares; 2025Q2: 8,486 shares; 2025Q3: 8,509 shares; 2025Q4: 8,558 shares 8,558 $1.79M 0.06% +49 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,987 shares; 2024Q4: 12,563 shares; 2025Q1: 12,891 shares; 2025Q2: 12,691 shares; 2025Q3: 12,707 shares; 2025Q4: 11,374 shares 11,374 $1.75M 0.06% -1,333 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,440 shares; 2025Q2: 26,608 shares; 2025Q3: 26,773 shares; 2025Q4: 26,779 shares 26,779 $1.72M 0.06% +6 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,657 shares; 2024Q4: 20,393 shares; 2025Q1: 20,393 shares; 2025Q2: 20,393 shares; 2025Q3: 20,179 shares; 2025Q4: 20,430 shares 20,430 $1.72M 0.06% +251 Timeline SDY 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: 13,571 shares; 2024Q4: 12,267 shares; 2025Q1: 12,267 shares; 2025Q2: 12,267 shares; 2025Q3: 12,267 shares; 2025Q4: 12,267 shares 12,267 $1.71M 0.06% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,263 shares; 2024Q4: 53,142 shares; 2025Q1: 50,396 shares; 2025Q2: 49,903 shares; 2025Q3: 43,003 shares; 2025Q4: 41,620 shares 41,620 $1.68M 0.06% -1,383 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: 412 shares; 2024Q4: 412 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 373 shares; 2025Q4: 12,261 shares 12,261 $1.66M 0.06% +11,888 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: 16,334 shares; 2024Q4: 16,334 shares; 2025Q1: 16,334 shares; 2025Q2: 16,334 shares; 2025Q3: 16,334 shares; 2025Q4: 16,334 shares 16,334 $1.57M 0.05% 0 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 18,591 shares; 2025Q1: 18,591 shares; 2025Q2: 18,591 shares; 2025Q3: 18,591 shares; 2025Q4: 18,711 shares 18,711 $1.56M 0.05% +120 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,930 shares; 2024Q4: 6,931 shares; 2025Q1: 7,321 shares; 2025Q2: 7,850 shares; 2025Q3: 7,852 shares; 2025Q4: 7,918 shares 7,918 $1.52M 0.05% +66 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: 16,993 shares; 2024Q4: 17,204 shares; 2025Q1: 17,204 shares; 2025Q2: 17,314 shares; 2025Q3: 17,484 shares; 2025Q4: 17,609 shares 17,609 $1.48M 0.05% +125 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,786 shares; 2024Q4: 40,786 shares; 2025Q1: 40,786 shares; 2025Q2: 40,786 shares; 2025Q3: 40,786 shares; 2025Q4: 40,786 shares 40,786 $1.48M 0.05% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 4,008 shares 4,008 $1.48M 0.05% +3,997 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000 $1.46M 0.05% 0 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: 6,221 shares; 2024Q4: 5,989 shares; 2025Q1: 5,985 shares; 2025Q2: 5,985 shares; 2025Q3: 5,985 shares; 2025Q4: 6,287 shares 6,287 $1.44M 0.05% +302 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,400 shares; 2025Q2: 23,948 shares; 2025Q3: 21,524 shares; 2025Q4: 24,979 shares 24,979 $1.42M 0.05% +3,455 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 3,420 shares 3,420 $1.41M 0.05% -580 Timeline ATOM ATOMERA INC More: the full row for ATOMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741,450 shares; 2024Q4: 686,117 shares; 2025Q1: 645,013 shares; 2025Q2: 633,163 shares; 2025Q3: 599,067 shares; 2025Q4: 606,546 shares 606,546 $1.34M 0.05% +7,479 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: 4,142 shares; 2024Q4: 4,062 shares; 2025Q1: 4,061 shares; 2025Q2: 3,972 shares; 2025Q3: 4,012 shares; 2025Q4: 4,073 shares 4,073 $1.33M 0.05% +61 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: 300 shares; 2024Q4: 40 shares; 2025Q1: 1,145 shares; 2025Q2: 10,757 shares; 2025Q3: 3,871 shares; 2025Q4: 6,441 shares 6,441 $1.32M 0.05% +2,570 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: 10,645 shares; 2024Q4: 10,645 shares; 2025Q1: 10,645 shares; 2025Q2: 10,645 shares; 2025Q3: 10,645 shares; 2025Q4: 10,645 shares 10,645 $1.31M 0.05% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,263 shares; 2024Q4: 7,124 shares; 2025Q1: 7,074 shares; 2025Q2: 6,382 shares; 2025Q3: 6,383 shares; 2025Q4: 6,283 shares 6,283 $1.3M 0.05% -100 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,011 shares; 2025Q1: 40,011 shares; 2025Q2: 40,611 shares; 2025Q3: 45,711 shares; 2025Q4: 45,708 shares 45,708 $1.26M 0.04% -3 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,054 shares; 2025Q4: 4,564 shares 4,564 $1.26M 0.04% +3,510 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: 6,301 shares; 2024Q4: 6,565 shares; 2025Q1: 6,366 shares; 2025Q2: 5,804 shares; 2025Q3: 5,787 shares; 2025Q4: 6,408 shares 6,408 $1.25M 0.04% +621 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,934 shares; 2024Q4: 29,317 shares; 2025Q1: 25,462 shares; 2025Q2: 24,592 shares; 2025Q3: 16,427 shares; 2025Q4: 15,655 shares 15,655 $1.23M 0.04% -772 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,513 shares; 2024Q4: 10,513 shares; 2025Q1: 10,513 shares; 2025Q2: 10,513 shares; 2025Q3: 10,513 shares; 2025Q4: 10,513 shares 10,513 $1.23M 0.04% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,533 shares; 2024Q4: 1,533 shares; 2025Q1: 1,499 shares; 2025Q2: 1,499 shares; 2025Q3: 1,499 shares; 2025Q4: 1,480 shares 1,480 $1.2M 0.04% -19 Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,900 shares; 2024Q4: 140,900 shares; 2025Q1: 140,900 shares; 2025Q2: 140,900 shares; 2025Q3: 140,900 shares; 2025Q4: 140,900 shares 140,900 $1.18M 0.04% 0 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest 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: 5,542 shares 5,542 $1.16M 0.04% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,060 shares; 2024Q4: 4,060 shares; 2025Q1: 4,033 shares; 2025Q2: 4,033 shares; 2025Q3: 4,033 shares; 2025Q4: 4,033 shares 4,033 $1.16M 0.04% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: 8,621 shares; 2025Q1: 2,658 shares; 2025Q2: 3,301 shares; 2025Q3: 3,373 shares; 2025Q4: 3,273 shares 3,273 $1.16M 0.04% -100 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 620 shares; 2025Q2: 500 shares; 2025Q3: 100 shares; 2025Q4: 1,704 shares 1,704 $1.15M 0.04% +1,604 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: 16,524 shares 16,524 $1.14M 0.04% new Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,957 shares; 2024Q4: 118,357 shares; 2025Q1: 118,357 shares; 2025Q2: 118,357 shares; 2025Q3: 116,100 shares; 2025Q4: 116,100 shares 116,100 $1.14M 0.04% 0 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: 11,604 shares; 2024Q4: 8,460 shares; 2025Q1: 8,182 shares; 2025Q2: 7,626 shares; 2025Q3: 7,485 shares; 2025Q4: 7,284 shares 7,284 $1.11M 0.04% -201 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,886 shares; 2024Q4: 2,886 shares; 2025Q1: 2,873 shares; 2025Q2: 2,873 shares; 2025Q3: 2,873 shares; 2025Q4: 2,873 shares 2,873 $1.1M 0.04% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 829 shares; 2025Q1: 172 shares; 2025Q2: 16 shares; 2025Q3: 434 shares; 2025Q4: 4,784 shares 4,784 $1.1M 0.04% +4,350 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: 3,425 shares; 2024Q4: 3,415 shares; 2025Q1: 1,954 shares; 2025Q2: 2,315 shares; 2025Q3: 5,216 shares; 2025Q4: 3,573 shares 3,573 $1.09M 0.04% -1,643 Timeline SMMU 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: 1,430 shares; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares; 2025Q4: 21,145 shares 21,145 $1.07M 0.04% +19,715 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: 17,643 shares; 2024Q4: 17,653 shares; 2025Q1: 17,762 shares; 2025Q2: 17,771 shares; 2025Q3: 17,780 shares; 2025Q4: 17,707 shares 17,707 $1.06M 0.04% -73 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,216 shares; 2024Q4: 27,216 shares; 2025Q1: 27,216 shares; 2025Q2: 27,216 shares; 2025Q3: 27,216 shares; 2025Q4: 27,216 shares 27,216 $1.05M 0.04% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,464 shares; 2025Q1: 1,132 shares; 2025Q2: 2,713 shares; 2025Q3: 1,310 shares; 2025Q4: 10,690 shares 10,690 $1M 0.03% +9,380 Timeline IJH 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: 15,178 shares; 2024Q4: 15,178 shares; 2025Q1: 15,179 shares; 2025Q2: 15,179 shares; 2025Q3: 15,179 shares; 2025Q4: 15,180 shares 15,180 $1M 0.03% +1 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD 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: 51,298 shares; 2025Q3: 60,298 shares; 2025Q4: 60,298 shares 60,298 $994K 0.03% 0 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest 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: 30,931 shares 30,931 $953K 0.03% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,651 shares; 2024Q4: 7,658 shares; 2025Q1: 7,664 shares; 2025Q2: 7,671 shares; 2025Q3: 7,677 shares; 2025Q4: 12,309 shares 12,309 $948K 0.03% +4,632 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,660 shares; 2024Q4: 13,660 shares; 2025Q1: 13,660 shares; 2025Q2: 13,660 shares; 2025Q3: 13,660 shares; 2025Q4: 13,660 shares 13,660 $947K 0.03% 0 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,855 shares; 2024Q4: 37,855 shares; 2025Q1: 37,855 shares; 2025Q2: 37,855 shares; 2025Q3: 37,855 shares; 2025Q4: 37,355 shares 37,355 $941K 0.03% -500 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,041 shares; 2024Q4: 5,041 shares; 2025Q1: 5,262 shares; 2025Q2: 5,262 shares; 2025Q3: 5,912 shares; 2025Q4: 6,049 shares 6,049 $938K 0.03% +137 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,559 shares; 2024Q4: 499,559 shares; 2025Q1: 499,559 shares; 2025Q2: 274,780 shares; 2025Q3: 274,780 shares; 2025Q4: 244,780 shares 244,780 $928K 0.03% -30,000 Timeline IWO 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: 2,861 shares; 2024Q4: 2,861 shares; 2025Q1: 2,861 shares; 2025Q2: 2,861 shares; 2025Q3: 2,861 shares; 2025Q4: 2,861 shares 2,861 $924K 0.03% 0 Timeline TUR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,800 shares; 2024Q4: 26,300 shares; 2025Q1: 26,300 shares; 2025Q2: 26,300 shares; 2025Q3: 26,300 shares; 2025Q4: 26,300 shares 26,300 $905K 0.03% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,297 shares; 2024Q4: 14,419 shares; 2025Q1: 13,957 shares; 2025Q2: 13,763 shares; 2025Q3: 9,588 shares; 2025Q4: 10,344 shares 10,344 $902K 0.03% +756 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,101 shares; 2024Q4: 35,039 shares; 2025Q1: 33,500 shares; 2025Q2: 32,000 shares; 2025Q3: 32,000 shares; 2025Q4: 32,000 shares 32,000 $896K 0.03% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,176 shares; 2024Q4: 5,809 shares; 2025Q1: 5,810 shares; 2025Q2: 5,851 shares; 2025Q3: 5,851 shares; 2025Q4: 5,776 shares 5,776 $894K 0.03% -75 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,190 shares; 2024Q4: 14,190 shares; 2025Q1: 14,190 shares; 2025Q2: 14,190 shares; 2025Q3: 14,190 shares; 2025Q4: 14,190 shares 14,190 $887K 0.03% 0 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,777 shares; 2024Q4: 4,777 shares; 2025Q1: 10,595 shares; 2025Q2: 10,595 shares; 2025Q3: 10,595 shares; 2025Q4: 19,285 shares 19,285 $861K 0.03% +8,690 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,593 shares; 2024Q4: 78,030 shares; 2025Q1: 69,900 shares; 2025Q2: 79,900 shares; 2025Q3: 79,600 shares; 2025Q4: 74,190 shares 74,190 $852K 0.03% -5,410 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 197 shares; 2025Q1: 212 shares; 2025Q2: 192 shares; 2025Q3: 169 shares; 2025Q4: 158 shares 158 $846K 0.03% -11 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,491 shares; 2025Q1: 1,494 shares; 2025Q2: 1,537 shares; 2025Q3: 1,614 shares; 2025Q4: 9,652 shares 9,652 $845K 0.03% +8,038 Timeline XBFZX BLACKROCK CA MUNI INC TR More: the full row for BLACKROCK CA MUNI INC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,421 shares; 2024Q4: 78,421 shares; 2025Q1: 78,421 shares; 2025Q2: 78,421 shares; 2025Q3: 78,421 shares; 2025Q4: 78,421 shares 78,421 $842K 0.03% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,208 shares; 2024Q4: 2,208 shares; 2025Q1: 2,208 shares; 2025Q2: 2,208 shares; 2025Q3: 2,208 shares; 2025Q4: 2,208 shares 2,208 $825K 0.03% 0 Timeline IWV 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: 3,596 shares; 2024Q4: 3,596 shares; 2025Q1: 2,116 shares; 2025Q2: 2,116 shares; 2025Q3: 2,116 shares; 2025Q4: 2,116 shares 2,116 $819K 0.03% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,062 shares; 2024Q4: 12,008 shares; 2025Q1: 11,003 shares; 2025Q2: 10,421 shares; 2025Q3: 8,292 shares; 2025Q4: 7,412 shares 7,412 $817K 0.03% -880 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: 3,295 shares; 2024Q4: 1,268 shares; 2025Q1: 1,278 shares; 2025Q2: 867 shares; 2025Q3: 840 shares; 2025Q4: 747 shares 747 $803K 0.03% -93 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,398 shares; 2024Q4: 46,998 shares; 2025Q1: 46,998 shares; 2025Q2: 46,998 shares; 2025Q3: 56,998 shares; 2025Q4: 56,998 shares 56,998 $800K 0.03% 0 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: 199,402 shares; 2024Q4: 36,859 shares; 2025Q1: 36,859 shares; 2025Q2: 36,859 shares; 2025Q3: 35,592 shares; 2025Q4: 35,592 shares 35,592 $780K 0.03% 0 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: 3,280 shares 3,280 $767K 0.03% new 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: 7,564 shares; 2024Q4: 7,289 shares; 2025Q1: 7,191 shares; 2025Q2: 4,362 shares; 2025Q3: 3,836 shares; 2025Q4: 3,571 shares 3,571 $765K 0.03% -265 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: 816 shares; 2024Q4: 631 shares; 2025Q1: 740 shares; 2025Q2: 820 shares; 2025Q3: 870 shares; 2025Q4: 864 shares 864 $759K 0.03% -6 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: 1,203 shares; 2024Q4: 1,199 shares; 2025Q1: 1,207 shares; 2025Q2: 1,318 shares; 2025Q3: 1,380 shares; 2025Q4: 1,278 shares 1,278 $732K 0.03% -102 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,028 shares; 2024Q4: 1,228 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares 1,215 $704K 0.02% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,280 shares; 2024Q4: 4,280 shares; 2025Q1: 4,280 shares; 2025Q2: 4,280 shares; 2025Q3: 4,280 shares; 2025Q4: 4,285 shares 4,285 $698K 0.02% +5 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: 6,541 shares; 2024Q4: 6,421 shares; 2025Q1: 5,783 shares; 2025Q2: 5,493 shares; 2025Q3: 5,192 shares; 2025Q4: 4,851 shares 4,851 $695K 0.02% -341 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,588 shares; 2024Q4: 11,588 shares; 2025Q1: 11,523 shares; 2025Q2: 11,523 shares; 2025Q3: 11,523 shares; 2025Q4: 11,523 shares 11,523 $692K 0.02% 0 Timeline GREK GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,333 shares; 2024Q4: 10,333 shares; 2025Q1: 10,333 shares; 2025Q2: 10,333 shares; 2025Q3: 10,333 shares; 2025Q4: 10,333 shares 10,333 $681K 0.02% 0 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,809 shares; 2024Q4: 13,397 shares; 2025Q1: 12,279 shares; 2025Q2: 11,904 shares; 2025Q3: 10,767 shares; 2025Q4: 13,821 shares 13,821 $674K 0.02% +3,054 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $652K 0.02% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,237 shares; 2025Q1: 2,507 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $640K 0.02% 0 Timeline MUX MCEWEN INC. More: the full row for MCEWEN INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,700 shares; 2024Q4: 33,743 shares; 2025Q1: 34,243 shares; 2025Q2: 34,243 shares; 2025Q3: 34,243 shares; 2025Q4: 34,243 shares 34,243 $634K 0.02% 0 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,337 shares; 2024Q4: 41,247 shares; 2025Q1: 42,866 shares; 2025Q2: 42,866 shares; 2025Q3: 42,866 shares; 2025Q4: 46,513 shares 46,513 $600K 0.02% +3,647 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 6,120 shares; 2025Q1: 6,120 shares; 2025Q2: 6,120 shares; 2025Q3: 6,226 shares; 2025Q4: 6,226 shares 6,226 $599K 0.02% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,076 shares; 2024Q4: 6,786 shares; 2025Q1: 5,541 shares; 2025Q2: 5,460 shares; 2025Q3: 5,358 shares; 2025Q4: 5,221 shares 5,221 $594K 0.02% -137 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,533 shares; 2024Q4: 95,533 shares; 2025Q1: 95,533 shares; 2025Q2: 95,533 shares; 2025Q3: 95,533 shares; 2025Q4: 95,533 shares 95,533 $589K 0.02% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,638 shares; 2024Q4: 4,507 shares; 2025Q1: 3,504 shares; 2025Q2: 3,910 shares; 2025Q3: 5,683 shares; 2025Q4: 3,433 shares 3,433 $587K 0.02% -2,250 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,001 shares 10,001 $586K 0.02% +1 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,818 shares; 2024Q4: 50,703 shares; 2025Q1: 55,063 shares; 2025Q2: 55,063 shares; 2025Q3: 51,133 shares; 2025Q4: 49,563 shares 49,563 $585K 0.02% -1,570 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 4,239 shares; 2025Q1: 5,241 shares; 2025Q2: 5,241 shares; 2025Q3: 5,239 shares; 2025Q4: 6,239 shares 6,239 $584K 0.02% +1,000 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,685 shares; 2025Q1: 8,877 shares; 2025Q2: 8,377 shares; 2025Q3: 7,896 shares; 2025Q4: 7,906 shares 7,906 $581K 0.02% +10 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,748 shares; 2024Q4: 31,445 shares; 2025Q1: 28,947 shares; 2025Q2: 28,091 shares; 2025Q3: 25,455 shares; 2025Q4: 29,620 shares 29,620 $578K 0.02% +4,165 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,377 shares; 2024Q4: 7,377 shares; 2025Q1: 7,377 shares; 2025Q2: 7,377 shares; 2025Q3: 7,377 shares; 2025Q4: 7,377 shares 7,377 $566K 0.02% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,681 shares; 2024Q4: 8,681 shares; 2025Q1: 8,681 shares; 2025Q2: 6,977 shares; 2025Q3: 6,977 shares; 2025Q4: 6,977 shares 6,977 $560K 0.02% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED 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: 5,000 shares; 2025Q3: 10,000 shares; 2025Q4: 22,704 shares 22,704 $557K 0.02% +12,704 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 2,005 shares; 2025Q1: 2,005 shares; 2025Q2: 2,005 shares; 2025Q3: 2,005 shares; 2025Q4: 17,662 shares 17,662 $545K 0.02% +15,657 Timeline EWI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $543K 0.02% 0 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,780 shares; 2024Q4: 95,266 shares; 2025Q1: 95,266 shares; 2025Q2: 85,954 shares; 2025Q3: 85,954 shares; 2025Q4: 117,300 shares 117,300 $530K 0.02% +31,346 Timeline DFUV 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: 11,339 shares; 2024Q4: 11,339 shares; 2025Q1: 11,339 shares; 2025Q2: 11,339 shares; 2025Q3: 11,339 shares; 2025Q4: 11,339 shares 11,339 $528K 0.02% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,260 shares; 2024Q4: 22,889 shares; 2025Q1: 23,479 shares; 2025Q2: 21,220 shares; 2025Q3: 9,693 shares; 2025Q4: 10,198 shares 10,198 $513K 0.02% +505 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,943 shares; 2024Q4: 14,481 shares; 2025Q1: 13,981 shares; 2025Q2: 13,981 shares; 2025Q3: 13,860 shares; 2025Q4: 13,860 shares 13,860 $511K 0.02% 0 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE 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: 55,467 shares 55,467 $500K 0.02% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,000 shares 6,000 $488K 0.02% -200 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 2,240 shares 2,240 $487K 0.02% new Timeline IJR 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: 12,369 shares; 2024Q4: 17,543 shares; 2025Q1: 17,584 shares; 2025Q2: 4,049 shares; 2025Q3: 4,050 shares; 2025Q4: 4,051 shares 4,051 $487K 0.02% +1 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: 6,131 shares; 2024Q4: 5,819 shares; 2025Q1: 5,189 shares; 2025Q2: 4,788 shares; 2025Q3: 4,864 shares; 2025Q4: 4,524 shares 4,524 $476K 0.02% -340 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: 3,835 shares; 2024Q4: 3,833 shares; 2025Q1: 3,935 shares; 2025Q2: 3,693 shares; 2025Q3: 3,693 shares; 2025Q4: 3,293 shares 3,293 $473K 0.02% -400 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: 2,221 shares; 2024Q4: 2,221 shares; 2025Q1: 2,221 shares; 2025Q2: 2,221 shares; 2025Q3: 2,221 shares; 2025Q4: 2,221 shares 2,221 $467K 0.02% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 300 shares; 2025Q1: 804 shares; 2025Q2: 558 shares; 2025Q3: 1,441 shares; 2025Q4: 2,045 shares 2,045 $463K 0.02% +604 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,365 shares; 2024Q4: 16,365 shares; 2025Q1: 16,365 shares; 2025Q2: 16,365 shares; 2025Q3: 15,365 shares; 2025Q4: 14,907 shares 14,907 $452K 0.02% -458 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 2,414 shares; 2025Q1: 2,715 shares; 2025Q2: 1,880 shares; 2025Q3: 1,896 shares; 2025Q4: 3,118 shares 3,118 $451K 0.02% +1,222 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,773 shares 17,773 $450K 0.02% new 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: 3,211 shares; 2024Q4: 3,211 shares; 2025Q1: 5,805 shares; 2025Q2: 7,117 shares; 2025Q3: 7,117 shares; 2025Q4: 7,117 shares 7,117 $445K 0.02% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,411 shares; 2024Q4: 39,072 shares; 2025Q1: 40,672 shares; 2025Q2: 40,672 shares; 2025Q3: 36,937 shares; 2025Q4: 35,102 shares 35,102 $444K 0.02% -1,835 Timeline SQQQ 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: not reported; 2025Q4: 6,460 shares 6,460 $443K 0.02% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 1,953 shares; 2025Q1: 2,725 shares; 2025Q2: 2,725 shares; 2025Q3: 3,267 shares; 2025Q4: 2,744 shares 2,744 $442K 0.02% -523 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 13,740 shares; 2025Q1: 13,740 shares; 2025Q2: 13,740 shares; 2025Q3: 13,740 shares; 2025Q4: 13,740 shares 13,740 $437K 0.02% 0 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: 535 shares; 2025Q3: 3,073 shares; 2025Q4: 6,071 shares 6,071 $435K 0.02% +2,998 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,213 shares; 2024Q4: 49,247 shares; 2025Q1: 36,192 shares; 2025Q2: 36,938 shares; 2025Q3: 37,698 shares; 2025Q4: 38,533 shares 38,533 $434K 0.02% +835 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 5,013 shares; 2025Q1: 5,013 shares; 2025Q2: 5,013 shares; 2025Q3: 5,013 shares; 2025Q4: 5,013 shares 5,013 $429K 0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,800 shares; 2024Q4: 10,800 shares; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: 10,800 shares 10,800 $425K 0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 391 shares; 2025Q1: 236 shares; 2025Q2: 235 shares; 2025Q3: 138 shares; 2025Q4: 396 shares 396 $424K 0.01% +258 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,514 shares 8,514 $422K 0.01% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,761 shares; 2024Q4: 10,279 shares; 2025Q1: 9,706 shares; 2025Q2: 7,603 shares; 2025Q3: 5,603 shares; 2025Q4: 8,369 shares 8,369 $421K 0.01% +2,766 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,360 shares; 2024Q4: 21,260 shares; 2025Q1: 21,260 shares; 2025Q2: 21,260 shares; 2025Q3: 17,490 shares; 2025Q4: 33,383 shares 33,383 $420K 0.01% +15,893 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,336 shares; 2024Q4: 2,386 shares; 2025Q1: 2,386 shares; 2025Q2: 2,386 shares; 2025Q3: 2,386 shares; 2025Q4: 1,900 shares 1,900 $414K 0.01% -486 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 210 shares; 2025Q1: 10 shares; 2025Q2: 5,618 shares; 2025Q3: 6,409 shares; 2025Q4: 5,007 shares 5,007 $406K 0.01% -1,402 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: 5,071 shares; 2024Q4: 5,071 shares; 2025Q1: 5,071 shares; 2025Q2: 5,071 shares; 2025Q3: 5,071 shares; 2025Q4: 5,071 shares 5,071 $404K 0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $400K 0.01% 0 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: 11,110 shares; 2024Q4: 8,710 shares; 2025Q1: 5,860 shares; 2025Q2: 6,173 shares; 2025Q3: 6,010 shares; 2025Q4: 6,024 shares 6,024 $388K 0.01% +14 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,600 shares; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 10,000 shares 10,000 $386K 0.01% -2,600 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: 386 shares; 2024Q4: 383 shares; 2025Q1: 1,050 shares; 2025Q2: 1,655 shares; 2025Q3: 1,531 shares; 2025Q4: 2,362 shares 2,362 $383K 0.01% +831 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: 1,739 shares; 2024Q4: 1,791 shares; 2025Q1: 1,739 shares; 2025Q2: 1,589 shares; 2025Q3: 2,039 shares; 2025Q4: 1,689 shares 1,689 $375K 0.01% -350 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 423 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 1,273 shares 1,273 $363K 0.01% +960 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: 1,372 shares; 2024Q4: 2,342 shares; 2025Q1: 1,677 shares; 2025Q2: 3,274 shares; 2025Q3: 4,030 shares; 2025Q4: 7,315 shares 7,315 $363K 0.01% +3,285 Timeline GGLL 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: 2,013 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 525 shares; 2025Q4: 3,730 shares 3,730 $361K 0.01% +3,205 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,555 shares; 2024Q4: 7,555 shares; 2025Q1: 6,328 shares; 2025Q2: 6,328 shares; 2025Q3: 4,862 shares; 2025Q4: 4,862 shares 4,862 $361K 0.01% 0 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN 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: 4,625 shares; 2025Q2: 4,725 shares; 2025Q3: 4,786 shares; 2025Q4: 4,750 shares 4,750 $348K 0.01% -36 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,403 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400 $344K 0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 1,435 shares 1,435 $341K 0.01% +1,427 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $333K 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754 shares; 2024Q4: 754 shares; 2025Q1: 754 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $328K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $327K 0.01% 0 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: 963 shares; 2024Q4: 1,221 shares; 2025Q1: 1,207 shares; 2025Q2: 1,306 shares; 2025Q3: 333,337 shares; 2025Q4: 3,209 shares 3,209 $322K 0.01% -330,128 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,788 shares; 2024Q4: 26,788 shares; 2025Q1: 26,788 shares; 2025Q2: 26,788 shares; 2025Q3: 26,788 shares; 2025Q4: 26,788 shares 26,788 $314K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $313K 0.01% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,522 shares; 2024Q4: 9,281 shares; 2025Q1: 8,916 shares; 2025Q2: 8,916 shares; 2025Q3: 8,906 shares; 2025Q4: 17,111 shares 17,111 $303K 0.01% +8,205 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 1,113 shares; 2025Q1: 1,113 shares; 2025Q2: 1,255 shares; 2025Q3: 1,113 shares; 2025Q4: 1,113 shares 1,113 $302K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,960 shares; 2024Q4: 36,960 shares; 2025Q1: 38,960 shares; 2025Q2: 40,960 shares; 2025Q3: 37,550 shares; 2025Q4: 23,000 shares 23,000 $302K 0.01% -14,550 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: 1,421 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares 1,420 $301K 0.01% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 2,639 shares; 2025Q1: 2,639 shares; 2025Q2: 2,639 shares; 2025Q3: 2,639 shares; 2025Q4: 2,639 shares 2,639 $300K 0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,464 shares 1,464 $297K 0.01% new Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,842 shares; 2024Q4: 53,842 shares; 2025Q1: 53,842 shares; 2025Q2: 53,842 shares; 2025Q3: 53,842 shares; 2025Q4: 34,406 shares 34,406 $296K 0.01% -19,436 Timeline PLG PLATINUM GROUP METALS LTD More: the full row for PLATINUM GROUP METALS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 125,000 shares 125,000 $295K 0.01% +75,000 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,846 shares; 2024Q4: 5,998 shares; 2025Q1: 5,998 shares; 2025Q2: 5,998 shares; 2025Q3: 5,833 shares; 2025Q4: 5,833 shares 5,833 $292K 0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 2,410 shares; 2025Q1: 2,410 shares; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares; 2025Q4: 1,656 shares 1,656 $287K 0.01% -192 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: 941 shares; 2024Q4: 935 shares; 2025Q1: 972 shares; 2025Q2: 750 shares; 2025Q3: 666 shares; 2025Q4: 966 shares 966 $286K 0.01% +300 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,123 shares; 2024Q4: 6,212 shares; 2025Q1: 6,123 shares; 2025Q2: 6,123 shares; 2025Q3: 6,123 shares; 2025Q4: 6,139 shares 6,139 $283K 0.01% +16 Timeline NFGC NEW FOUND GOLD CORP More: the full row for NEW FOUND 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: 95,000 shares; 2025Q4: 95,000 shares 95,000 $282K 0.01% 0 Timeline EIDO 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: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $280K 0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares 1,150 $279K 0.01% 0 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 245 shares; 2025Q4: 867 shares 867 $279K 0.01% +622 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 5,503 shares; 2025Q3: 6,174 shares; 2025Q4: 3,500 shares 3,500 $278K 0.01% -2,674 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 2,698 shares; 2025Q1: 2,698 shares; 2025Q2: 2,698 shares; 2025Q3: 2,698 shares; 2025Q4: 2,698 shares 2,698 $276K 0.01% 0 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,274 shares; 2024Q4: 6,274 shares; 2025Q1: 6,274 shares; 2025Q2: 6,274 shares; 2025Q3: 6,274 shares; 2025Q4: 6,274 shares 6,274 $274K 0.01% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,091 shares; 2025Q1: 1,091 shares; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,089 shares 1,089 $274K 0.01% -2 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: 93 shares; 2024Q4: 66 shares; 2025Q1: 120 shares; 2025Q2: 700 shares; 2025Q3: 1,907 shares; 2025Q4: 1,777 shares 1,777 $272K 0.01% -130 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,286 shares; 2025Q1: 1,365 shares; 2025Q2: 1,196 shares; 2025Q3: 1,350 shares; 2025Q4: 1,253 shares 1,253 $272K 0.01% -97 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,867 shares; 2024Q4: 1,867 shares; 2025Q1: 2,754 shares; 2025Q2: 1,867 shares; 2025Q3: 1,867 shares; 2025Q4: 1,677 shares 1,677 $268K 0.01% -190 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,857 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: 1,927 shares; 2025Q3: 1,927 shares; 2025Q4: 1,927 shares 1,927 $264K 0.01% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 832 shares; 2025Q1: 749 shares; 2025Q2: 749 shares; 2025Q3: 618 shares; 2025Q4: 549 shares 549 $260K 0.01% -69 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,790 shares; 2024Q4: 6,450 shares; 2025Q1: 6,450 shares; 2025Q2: 6,450 shares; 2025Q3: 7,397 shares; 2025Q4: 6,942 shares 6,942 $257K 0.01% -455 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 2,136 shares; 2025Q1: 2,143 shares; 2025Q2: 1,899 shares; 2025Q3: 1,904 shares; 2025Q4: 1,911 shares 1,911 $255K 0.01% +7 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,051 shares; 2025Q4: 8,051 shares 8,051 $255K 0.01% 0 Timeline GSEP 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: 6,572 shares; 2025Q4: 6,572 shares 6,572 $255K 0.01% 0 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,293 shares; 2024Q4: 24,293 shares; 2025Q1: 24,293 shares; 2025Q2: 24,293 shares; 2025Q3: 24,293 shares; 2025Q4: 24,293 shares 24,293 $255K 0.01% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,380 shares; 2025Q1: 20,380 shares; 2025Q2: 20,380 shares; 2025Q3: 20,380 shares; 2025Q4: 20,380 shares 20,380 $252K 0.01% 0 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 705 shares 705 $249K 0.01% +638 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,401 shares; 2024Q4: 22,896 shares; 2025Q1: 22,896 shares; 2025Q2: 22,896 shares; 2025Q3: 22,896 shares; 2025Q4: 22,896 shares 22,896 $249K 0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 26,000 shares; 2025Q1: 23,000 shares; 2025Q2: 22,000 shares; 2025Q3: 29,450 shares; 2025Q4: 33,050 shares 33,050 $249K 0.01% +3,600 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 939 shares; 2025Q1: 939 shares; 2025Q2: 1,089 shares; 2025Q3: 1,089 shares; 2025Q4: 1,089 shares 1,089 $248K 0.01% 0 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 4,200 shares 4,200 $243K 0.01% +4,100 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,166 shares; 2024Q4: 14,166 shares; 2025Q1: 14,166 shares; 2025Q2: 14,166 shares; 2025Q3: 13,100 shares; 2025Q4: 14,530 shares 14,530 $242K 0.01% +1,430 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 1,335 shares; 2025Q3: 1,335 shares; 2025Q4: 1,335 shares 1,335 $242K 0.01% 0 Timeline TSLL 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: 805 shares; 2025Q1: 2,085 shares; 2025Q2: 2,195 shares; 2025Q3: 9,995 shares; 2025Q4: 12,657 shares 12,657 $242K 0.01% +2,662 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,097 shares; 2024Q4: 4,097 shares; 2025Q1: 4,097 shares; 2025Q2: 5,273 shares; 2025Q3: 5,273 shares; 2025Q4: 5,273 shares 5,273 $242K 0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,170 shares; 2025Q1: 1,370 shares; 2025Q2: 1,569 shares; 2025Q3: 1,370 shares; 2025Q4: 1,670 shares 1,670 $238K 0.01% +300 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,859 shares; 2025Q1: 1,934 shares; 2025Q2: 2,510 shares; 2025Q3: 1,562 shares; 2025Q4: 1,560 shares 1,560 $237K 0.01% -2 Timeline ESQ ESQUIRE FINL HLDGS INC More: the full row for ESQUIRE FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,312 shares; 2024Q4: 2,312 shares; 2025Q1: 2,312 shares; 2025Q2: 2,312 shares; 2025Q3: 2,312 shares; 2025Q4: 2,312 shares 2,312 $236K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: 5,850 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,835 shares; 2025Q4: 2,900 shares 2,900 $235K 0.01% +65 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,512 shares; 2024Q4: 19,519 shares; 2025Q1: 19,519 shares; 2025Q2: 19,519 shares; 2025Q3: 19,519 shares; 2025Q4: 19,519 shares 19,519 $235K 0.01% 0 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest 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: 1,590 shares 1,590 $233K 0.01% new 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: 1,090 shares; 2024Q4: 1,091 shares; 2025Q1: 1,092 shares; 2025Q2: 1,093 shares; 2025Q3: 1,094 shares; 2025Q4: 1,095 shares 1,095 $232K 0.01% +1 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,171 shares; 2025Q1: 1,171 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares; 2025Q4: 1,171 shares 1,171 $231K 0.01% 0 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 1,984 shares; 2025Q4: 1,333 shares 1,333 $230K 0.01% -651 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 677 shares 677 $229K 0.01% new Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS 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: 2,176 shares; 2025Q4: 2,485 shares 2,485 $228K 0.01% +309 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 1,370 shares; 2025Q4: 1,179 shares 1,179 $228K 0.01% -191 Timeline MKSI MKS INC. More: the full row for MKS 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: 1,426 shares 1,426 $228K 0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 3,425 shares; 2025Q4: 1,001 shares 1,001 $228K 0.01% -2,424 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,117 shares; 2024Q4: 9,117 shares; 2025Q1: 9,117 shares; 2025Q2: 9,132 shares; 2025Q3: 9,117 shares; 2025Q4: 9,117 shares 9,117 $226K 0.01% 0 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,071 shares 3,071 $226K 0.01% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 7,572 shares; 2025Q4: 2,212 shares 2,212 $226K 0.01% -5,360 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR 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: 1,912 shares 1,912 $225K 0.01% new Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 150 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,212 shares 1,212 $224K 0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 245 shares 245 $222K 0.01% new Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,001 shares 3,001 $221K 0.01% new Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $221K 0.01% 0 Timeline HLF HERBALIFE LTD More: the full row for HERBALIFE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,100 shares; 2024Q4: 17,100 shares; 2025Q1: 17,100 shares; 2025Q2: 17,100 shares; 2025Q3: 17,100 shares; 2025Q4: 17,100 shares 17,100 $220K 0.01% 0 Timeline SCHR 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: 13,940 shares; 2025Q1: 12,580 shares; 2025Q2: 12,580 shares; 2025Q3: 10,983 shares; 2025Q4: 8,780 shares 8,780 $220K 0.01% -2,203 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,284 shares 1,284 $220K 0.01% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: 761 shares; 2025Q4: 743 shares 743 $220K 0.01% -18 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,887 shares 11,887 $216K 0.01% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,352 shares; 2025Q1: 1,322 shares; 2025Q2: 1,322 shares; 2025Q3: 1,322 shares; 2025Q4: 1,158 shares 1,158 $215K 0.01% -164 Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 1,423 shares 1,423 $214K 0.01% new Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 869 shares 869 $213K 0.01% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,431 shares; 2024Q4: 3,431 shares; 2025Q1: 3,431 shares; 2025Q2: 3,431 shares; 2025Q3: 3,431 shares; 2025Q4: 3,431 shares 3,431 $212K 0.01% 0 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest 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: 465 shares 465 $212K 0.01% new Timeline DUHP 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: 5,449 shares; 2025Q3: 5,449 shares; 2025Q4: 5,449 shares 5,449 $207K 0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 585 shares 585 $206K 0.01% +400 Timeline GRO BRAZIL POTASH CORP More: the full row for BRAZIL POTASH 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: 10,250 shares; 2025Q2: 10,250 shares; 2025Q3: 67,499 shares; 2025Q4: 107,499 shares 107,499 $203K 0.01% +40,000 Timeline METU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,010 shares; 2024Q4: 510 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 10 shares; 2025Q4: 6,260 shares 6,260 $201K 0.01% +6,250 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781 shares; 2024Q4: 781 shares; 2025Q1: 781 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 781 shares 781 $201K 0.01% 0 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,880 shares; 2024Q4: 15,839 shares; 2025Q1: 15,839 shares; 2025Q2: 15,839 shares; 2025Q3: 12,130 shares; 2025Q4: 16,167 shares 16,167 $199K 0.01% +4,037 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,852 shares; 2024Q4: 2,852 shares; 2025Q1: 2,852 shares; 2025Q2: 2,852 shares; 2025Q3: 2,852 shares; 2025Q4: 2,852 shares 2,852 $199K 0.01% 0 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: 1,567 shares; 2024Q4: 1,567 shares; 2025Q1: 1,561 shares; 2025Q2: 1,564 shares; 2025Q3: 1,561 shares; 2025Q4: 1,561 shares 1,561 $196K 0.01% 0 Timeline GDRX GOODRX HLDGS INC More: the full row for GOODRX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,860 shares; 2024Q4: 70,860 shares; 2025Q1: 70,860 shares; 2025Q2: 70,860 shares; 2025Q3: 70,860 shares; 2025Q4: 70,860 shares 70,860 $192K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 61 shares; 2025Q1: 59 shares; 2025Q2: 363 shares; 2025Q3: 421 shares; 2025Q4: 371 shares 371 $190K 0.01% -50 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $188K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN 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: 405 shares; 2025Q4: 210 shares 210 $185K 0.01% -195 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares 6,300 $183K 0.01% 0 Timeline XMVTX BLACKROCK MUNIVEST FUND II More: the full row for BLACKROCK MUNIVEST FUND II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,958 shares; 2025Q1: 24,958 shares; 2025Q2: 24,958 shares; 2025Q3: 19,958 shares; 2025Q4: 16,921 shares 16,921 $183K 0.01% -3,037 Timeline IEF 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: 21,159 shares; 2024Q4: 2,478 shares; 2025Q1: 2,379 shares; 2025Q2: 2,353 shares; 2025Q3: 1,887 shares; 2025Q4: 1,887 shares 1,887 $181K 0.01% 0 Timeline PZG PARAMOUNT GOLD NEV CORP More: the full row for PARAMOUNT GOLD NEV 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: 143,935 shares 143,935 $181K 0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,915 shares; 2024Q4: 1,566 shares; 2025Q1: 3,790 shares; 2025Q2: 2,423 shares; 2025Q3: 9,634 shares; 2025Q4: 2,206 shares 2,206 $180K 0.01% -7,428 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,073 shares; 2025Q2: 7,073 shares; 2025Q3: 9,113 shares; 2025Q4: 13,568 shares 13,568 $179K 0.01% +4,455 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 1,040 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares 1,015 $178K 0.01% 0 Timeline BANK OF AMER CORP 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: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares 140 $175K 0.01% 0 COPP SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,335 shares; 2025Q4: 5,003 shares 5,003 $174K 0.01% +1,668 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,721 shares; 2025Q1: 90 shares; 2025Q2: 412 shares; 2025Q3: 2,295 shares; 2025Q4: 407 shares 407 $172K 0.01% -1,888 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $171K 0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,388 shares; 2025Q3: 1,388 shares; 2025Q4: 1,388 shares 1,388 $168K 0.01% 0 Timeline UNUSUAL MACHS INC COM SHS UNUSUAL MACHS INC COM SHS More: the full row for UNUSUAL MACHS INC COM SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 13,000 shares; 2025Q2: 15,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $166K 0.01% 0 MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 889 shares; 2025Q1: 891 shares; 2025Q2: 894 shares; 2025Q3: 5,839 shares; 2025Q4: 930 shares 930 $165K 0.01% -4,909 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,527 shares; 2024Q4: 6,701 shares; 2025Q1: 6,875 shares; 2025Q2: 7,055 shares; 2025Q3: 7,237 shares; 2025Q4: 7,436 shares 7,436 $165K 0.01% +199 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 839 shares; 2025Q1: 789 shares; 2025Q2: 789 shares; 2025Q3: 789 shares; 2025Q4: 789 shares 789 $165K 0.01% 0 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: 30,000 shares 30,000 $164K 0.01% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 211 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 150 shares 150 $161K 0.01% -54 Timeline ICUI ICU MED INC More: the full row for ICU MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares 1,125 $161K 0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 6,075 shares; 2025Q1: 6,075 shares; 2025Q2: 6,075 shares; 2025Q3: 6,075 shares; 2025Q4: 6,075 shares 6,075 $159K 0.01% 0 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,958 shares; 2024Q4: 15,254 shares; 2025Q1: 13,569 shares; 2025Q2: 13,569 shares; 2025Q3: 13,569 shares; 2025Q4: 13,569 shares 13,569 $159K 0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $158K 0.01% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 1,299 shares; 2025Q1: 1,299 shares; 2025Q2: 1,537 shares; 2025Q3: 1,299 shares; 2025Q4: 1,299 shares 1,299 $156K 0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,896 shares; 2024Q4: 1,896 shares; 2025Q1: 1,896 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $156K 0.01% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 2,121 shares; 2025Q1: 2,121 shares; 2025Q2: 2,121 shares; 2025Q3: 4,242 shares; 2025Q4: 4,242 shares 4,242 $155K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,317 shares 1,317 $154K 0.01% +67 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: 64 shares; 2024Q4: 14,289 shares; 2025Q1: 469 shares; 2025Q2: 1,581 shares; 2025Q3: 9,521 shares; 2025Q4: 951 shares 951 $153K 0.01% -8,570 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 1,361 shares; 2025Q1: 1,360 shares; 2025Q2: 1,360 shares; 2025Q3: 1,359 shares; 2025Q4: 1,358 shares 1,358 $153K 0.01% -1 Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,800 shares; 2024Q4: 32,800 shares; 2025Q1: 25,100 shares; 2025Q2: 6,000 shares; 2025Q3: 16,000 shares; 2025Q4: 9,575 shares 9,575 $151K 0.01% -6,425 Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares 4,200 $151K 0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares; 2025Q4: 1,171 shares 1,171 $151K 0.01% 0 Timeline ZROZ 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: 8,727 shares; 2024Q4: 6,902 shares; 2025Q1: 6,908 shares; 2025Q2: 5,379 shares; 2025Q3: 2,341 shares; 2025Q4: 2,346 shares 2,346 $151K 0.01% +5 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,442 shares 1,442 $149K 0.01% new Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM 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: 1,888 shares; 2025Q4: 1,888 shares 1,888 $149K 0.01% 0 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,250 shares; 2024Q4: 33,850 shares; 2025Q1: 12,350 shares; 2025Q2: 12,350 shares; 2025Q3: 12,350 shares; 2025Q4: 13,000 shares 13,000 $149K 0.01% +650 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,361 shares 11,361 $148K 0.01% new Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT 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: 15,411 shares 15,411 $147K 0.01% new Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,900 shares 7,900 $147K 0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,881 shares; 2024Q4: 4,556 shares; 2025Q1: 4,305 shares; 2025Q2: 4,305 shares; 2025Q3: 3,027 shares; 2025Q4: 2,888 shares 2,888 $147K 0.01% -139 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,575 shares; 2024Q4: 12,915 shares; 2025Q1: 12,915 shares; 2025Q2: 12,915 shares; 2025Q3: 12,915 shares; 2025Q4: 19,367 shares 19,367 $146K 0.01% +6,452 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: 1,897 shares; 2024Q4: 1,977 shares; 2025Q1: 1,548 shares; 2025Q2: 1,548 shares; 2025Q3: 1,559 shares; 2025Q4: 1,559 shares 1,559 $145K 0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,741 shares; 2025Q4: 6,445 shares 6,445 $145K 0.01% +1,704 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 667 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares 630 $144K <0.01% 0 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $144K <0.01% 0 Timeline NCZ VIRTUS CONVERTIBLE & INC FD More: the full row for VIRTUS CONVERTIBLE & INC 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: 10,338 shares; 2025Q2: 10,338 shares; 2025Q3: 10,338 shares; 2025Q4: 10,338 shares 10,338 $142K <0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $142K <0.01% 0 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: 327 shares; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 367 shares; 2025Q3: 364 shares; 2025Q4: 365 shares 365 $135K <0.01% +1 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 281 shares; 2025Q3: 278 shares; 2025Q4: 279 shares 279 $135K <0.01% +1 Timeline Proshares Ultra CRCL Proshares Ultra CRCL More: the full row for Proshares Ultra CRCL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,800 shares 32,800 $133K <0.01% new INVESTMENT MANAGERS SER TR I INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,630 shares 8,630 $131K <0.01% new NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450 $130K <0.01% 0 Timeline XMYDX BLACKROCK MUNIYIELD FUND More: the full row for BLACKROCK MUNIYIELD FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,185 shares; 2024Q4: 16,985 shares; 2025Q1: 16,985 shares; 2025Q2: 16,985 shares; 2025Q3: 16,985 shares; 2025Q4: 12,185 shares 12,185 $128K <0.01% -4,800 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $128K <0.01% 0 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,609 shares; 2024Q4: 8,609 shares; 2025Q1: 8,609 shares; 2025Q2: 8,609 shares; 2025Q3: 8,609 shares; 2025Q4: 8,609 shares 8,609 $127K <0.01% 0 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,760 shares; 2024Q4: 12,760 shares; 2025Q1: 12,760 shares; 2025Q2: 12,760 shares; 2025Q3: 12,760 shares; 2025Q4: 12,760 shares 12,760 $126K <0.01% 0 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,680 shares; 2024Q4: 8,680 shares; 2025Q1: 8,680 shares; 2025Q2: 8,680 shares; 2025Q3: 8,680 shares; 2025Q4: 8,680 shares 8,680 $126K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 160 shares; 2025Q1: 86 shares; 2025Q2: 1,405 shares; 2025Q3: 359 shares; 2025Q4: 558 shares 558 $126K <0.01% +199 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 536 shares; 2025Q1: 406 shares; 2025Q2: 431 shares; 2025Q3: 431 shares; 2025Q4: 431 shares 431 $125K <0.01% 0 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: 501 shares; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 611 shares; 2025Q3: 632 shares; 2025Q4: 672 shares 672 $123K <0.01% +40 Timeline FFWM FIRST FNDTN INC More: the full row for FIRST FNDTN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,840 shares; 2024Q4: 19,840 shares; 2025Q1: 19,840 shares; 2025Q2: 19,840 shares; 2025Q3: 19,840 shares; 2025Q4: 19,840 shares 19,840 $122K <0.01% 0 Timeline MDYG 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: 1,299 shares; 2024Q4: 1,299 shares; 2025Q1: 1,299 shares; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,299 shares 1,299 $120K <0.01% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 2,254 shares; 2025Q2: 2,540 shares; 2025Q3: 2,829 shares; 2025Q4: 2,896 shares 2,896 $120K <0.01% +67 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,568 shares; 2024Q4: 9,568 shares; 2025Q1: 9,568 shares; 2025Q2: 9,577 shares; 2025Q3: 9,568 shares; 2025Q4: 9,568 shares 9,568 $119K <0.01% 0 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: 377 shares; 2024Q4: 1,215 shares; 2025Q1: 2,060 shares; 2025Q2: 2,063 shares; 2025Q3: 2,060 shares; 2025Q4: 2,060 shares 2,060 $118K <0.01% 0 Timeline SUSA 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: 843 shares; 2025Q3: 843 shares; 2025Q4: 843 shares 843 $117K <0.01% 0 Timeline DLS 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: 1,449 shares; 2024Q4: 1,449 shares; 2025Q1: 1,449 shares; 2025Q2: 1,449 shares; 2025Q3: 1,449 shares; 2025Q4: 1,449 shares 1,449 $117K <0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,134 shares; 2025Q1: 648 shares; 2025Q2: 1,008 shares; 2025Q3: 912 shares; 2025Q4: 883 shares 883 $116K <0.01% -29 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 150 shares; 2025Q2: not reported; 2025Q3: 120 shares; 2025Q4: 275 shares 275 $115K <0.01% +155 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,444 shares; 2024Q4: 7,444 shares; 2025Q1: 7,444 shares; 2025Q2: 7,444 shares; 2025Q3: 7,444 shares; 2025Q4: 7,444 shares 7,444 $114K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,328 shares; 2024Q4: 1,328 shares; 2025Q1: 1,181 shares; 2025Q2: 1,181 shares; 2025Q3: 1,181 shares; 2025Q4: 1,181 shares 1,181 $113K <0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,222 shares; 2024Q4: 30,542 shares; 2025Q1: 1,583 shares; 2025Q2: 2,139 shares; 2025Q3: 2,032 shares; 2025Q4: 2,032 shares 2,032 $111K <0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,406 shares; 2025Q2: 2,412 shares; 2025Q3: 2,418 shares; 2025Q4: 2,423 shares 2,423 $111K <0.01% +5 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,250 shares; 2024Q4: 10,250 shares; 2025Q1: 10,250 shares; 2025Q2: 10,250 shares; 2025Q3: 10,250 shares; 2025Q4: 10,250 shares 10,250 $110K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,946 shares; 2024Q4: 1,946 shares; 2025Q1: 1,946 shares; 2025Q2: 2,218 shares; 2025Q3: 1,946 shares; 2025Q4: 1,946 shares 1,946 $110K <0.01% 0 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,665 shares; 2024Q4: 4,665 shares; 2025Q1: 4,665 shares; 2025Q2: 4,665 shares; 2025Q3: 4,665 shares; 2025Q4: 4,665 shares 4,665 $109K <0.01% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,691 shares; 2024Q4: 2,691 shares; 2025Q1: 2,691 shares; 2025Q2: 2,691 shares; 2025Q3: 2,691 shares; 2025Q4: 2,691 shares 2,691 $109K <0.01% 0 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $108K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,300 shares 2,300 $107K <0.01% -300 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: 14,000 shares; 2025Q1: 8,500 shares; 2025Q2: 9,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $105K <0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 833 shares; 2025Q3: 833 shares; 2025Q4: 833 shares 833 $104K <0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 790 shares; 2025Q4: 1,425 shares 1,425 $103K <0.01% +635 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares 2,250 $102K <0.01% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,250 shares; 2025Q3: 2,000 shares; 2025Q4: 1,750 shares 1,750 $102K <0.01% -250 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: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares 1,080 $102K <0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: 764 shares 764 $101K <0.01% 0 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,280 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares 2,560 $101K <0.01% 0 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 983 shares; 2025Q1: 983 shares; 2025Q2: 983 shares; 2025Q3: 986 shares; 2025Q4: 987 shares 987 $101K <0.01% +1 Timeline DXJ 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $101K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 537 shares; 2025Q1: 343 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 343 shares 343 $101K <0.01% 0 Timeline MIND MEDICINE MINDMED INC MIND MEDICINE MINDMED INC More: the full row for MIND MEDICINE MINDMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 7,216 shares; 2025Q1: 7,216 shares; 2025Q2: 7,216 shares; 2025Q3: 7,516 shares; 2025Q4: 7,516 shares 7,516 $101K <0.01% 0 VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 14,730 shares 14,730 $100K <0.01% +13,730 Timeline DGRO 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: 843 shares; 2024Q4: 2,027 shares; 2025Q1: 852 shares; 2025Q2: 857 shares; 2025Q3: 1,441 shares; 2025Q4: 1,447 shares 1,447 $100K <0.01% +6 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,780 shares; 2024Q4: 19,780 shares; 2025Q1: 19,780 shares; 2025Q2: 19,780 shares; 2025Q3: 19,780 shares; 2025Q4: 19,780 shares 19,780 $99.3K <0.01% 0 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares 4,800 $98.7K <0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 1,334 shares; 2025Q1: 1,331 shares; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 801 shares 801 $98.4K <0.01% +80 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: 605 shares; 2024Q4: 620 shares; 2025Q1: 1,558 shares; 2025Q2: 1,608 shares; 2025Q3: 1,647 shares; 2025Q4: 1,682 shares 1,682 $97.8K <0.01% +35 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 263 shares; 2025Q1: 145 shares; 2025Q2: 180 shares; 2025Q3: 562 shares; 2025Q4: 635 shares 635 $97.3K <0.01% +73 Timeline INVE INVE TECHNOLOGIES INC More: the full row for INVE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $96K <0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,360 shares; 2024Q4: 13,135 shares; 2025Q1: 13,135 shares; 2025Q2: 13,135 shares; 2025Q3: 13,135 shares; 2025Q4: 8,100 shares 8,100 $94.2K <0.01% -5,035 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 964 shares; 2025Q3: 964 shares; 2025Q4: 834 shares 834 $93.6K <0.01% -130 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,166 shares; 2024Q4: 5,280 shares; 2025Q1: 5,339 shares; 2025Q2: 5,430 shares; 2025Q3: 5,526 shares; 2025Q4: 5,622 shares 5,622 $91.8K <0.01% +96 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares 875 $90K <0.01% 0 Timeline MULL GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 1,003 shares 1,003 $90K <0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,587 shares; 2024Q4: 14,652 shares; 2025Q1: 5,100 shares; 2025Q2: 5,273 shares; 2025Q3: 5,351 shares; 2025Q4: 5,432 shares 5,432 $89.6K <0.01% +81 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 334 shares; 2025Q1: 550 shares; 2025Q2: 650 shares; 2025Q3: 150 shares; 2025Q4: 500 shares 500 $89.6K <0.01% +350 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $88.7K <0.01% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 240 shares 240 $88.7K <0.01% +100 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 2,000 shares; 2025Q3: not reported; 2025Q4: 700 shares 700 $88.1K <0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $87.2K <0.01% 0 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 2,132 shares; 2025Q1: 2,132 shares; 2025Q2: 2,132 shares; 2025Q3: 2,132 shares; 2025Q4: 2,132 shares 2,132 $87.1K <0.01% 0 Timeline OPP RIVERNORTH DOUBLELINE STRATE More: the full row for RIVERNORTH DOUBLELINE STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,945 shares; 2024Q4: 10,945 shares; 2025Q1: 10,945 shares; 2025Q2: 10,945 shares; 2025Q3: 10,945 shares; 2025Q4: 10,945 shares 10,945 $87K <0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares 86 $86.8K <0.01% 0 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 740 shares; 2025Q2: 600 shares; 2025Q3: 450 shares; 2025Q4: 470 shares 470 $86.4K <0.01% +20 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 3,385 shares; 2025Q1: 3,130 shares; 2025Q2: 3,130 shares; 2025Q3: 2,985 shares; 2025Q4: 2,685 shares 2,685 $86.1K <0.01% -300 Timeline NMCO NUVEEN MUN CR OPPORTUNITIES More: the full row for NUVEEN MUN CR OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,739 shares; 2025Q1: 3,739 shares; 2025Q2: 3,739 shares; 2025Q3: 3,739 shares; 2025Q4: 8,330 shares 8,330 $85.2K <0.01% +4,591 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,100 shares; 2025Q2: 1,606 shares; 2025Q3: 2,155 shares; 2025Q4: 1,560 shares 1,560 $83.9K <0.01% -595 Timeline BIZD 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: 3,030 shares; 2025Q1: 5,885 shares; 2025Q2: 5,885 shares; 2025Q3: 5,885 shares; 2025Q4: 5,885 shares 5,885 $83.4K <0.01% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 560 shares; 2025Q4: 1,153 shares 1,153 $82.7K <0.01% +593 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,244 shares; 2024Q4: 1,744 shares; 2025Q1: 1,744 shares; 2025Q2: 1,844 shares; 2025Q3: 2,088 shares; 2025Q4: 2,088 shares 2,088 $81.7K <0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 810 shares 810 $80.9K <0.01% 0 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 3,000 shares 3,000 $80.1K <0.01% -3,500 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 857 shares; 2025Q1: 857 shares; 2025Q2: 857 shares; 2025Q3: 857 shares; 2025Q4: 857 shares 857 $79.1K <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 1,401 shares; 2025Q1: 1,082 shares; 2025Q2: 958 shares; 2025Q3: 959 shares; 2025Q4: 510 shares 510 $79.1K <0.01% -449 Timeline HDV 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: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650 $79K <0.01% 0 Timeline FCUS TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares 2,500 $78.5K <0.01% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,362 shares; 2024Q4: 13,362 shares; 2025Q1: 9,862 shares; 2025Q2: 9,862 shares; 2025Q3: 9,862 shares; 2025Q4: 9,645 shares 9,645 $78.2K <0.01% -217 Timeline BLACKROCK MUNI INC TR II BLACKROCK MUNI INC TR II More: the full row for BLACKROCK MUNI INC TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,311 shares; 2024Q4: 7,322 shares; 2025Q1: 7,328 shares; 2025Q2: 7,337 shares; 2025Q3: 7,347 shares; 2025Q4: 7,457 shares 7,457 $77.8K <0.01% +110 NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares 113 $77.7K <0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 197 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares 182 $77.6K <0.01% 0 Timeline MDV MODIV INDUSTRIAL INC More: the full row for MODIV INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,378 shares; 2024Q4: 5,378 shares; 2025Q1: 5,378 shares; 2025Q2: 5,378 shares; 2025Q3: 5,378 shares; 2025Q4: 5,378 shares 5,378 $77.4K <0.01% 0 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,786 shares; 2025Q2: 1,786 shares; 2025Q3: 1,786 shares; 2025Q4: 1,786 shares 1,786 $76.8K <0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 38 shares; 2025Q4: 38 shares 38 $76.5K <0.01% 0 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,994 shares; 2024Q4: 11,994 shares; 2025Q1: 11,994 shares; 2025Q2: 11,994 shares; 2025Q3: 11,994 shares; 2025Q4: 11,994 shares 11,994 $76.3K <0.01% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 2,323 shares; 2025Q1: 2,323 shares; 2025Q2: 2,323 shares; 2025Q3: 2,323 shares; 2025Q4: 6,730 shares 6,730 $76K <0.01% +4,407 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,205 shares; 2024Q4: 7,205 shares; 2025Q1: 7,205 shares; 2025Q2: 7,205 shares; 2025Q3: 7,205 shares; 2025Q4: 7,205 shares 7,205 $75.4K <0.01% 0 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: 7,040 shares; 2025Q1: 7,040 shares; 2025Q2: 7,040 shares; 2025Q3: 7,040 shares; 2025Q4: 7,040 shares 7,040 $74K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares 410 $74K <0.01% 0 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,398 shares; 2024Q4: 2,398 shares; 2025Q1: 2,398 shares; 2025Q2: 2,398 shares; 2025Q3: 2,398 shares; 2025Q4: 7,295 shares 7,295 $73.8K <0.01% +4,897 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: 1,202 shares; 2024Q4: 1,123 shares; 2025Q1: 1,111 shares; 2025Q2: 1,111 shares; 2025Q3: 1,047 shares; 2025Q4: 1,047 shares 1,047 $73.2K <0.01% 0 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: 425 shares; 2024Q4: 1,518 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,529 shares 1,529 $72.7K <0.01% +404 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 562 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 822 shares 822 $71.7K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 600 shares 600 $71.6K <0.01% +300 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,739 shares; 2024Q4: 15,761 shares; 2025Q1: 784 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 806 shares 806 $71.3K <0.01% +1 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $71.2K <0.01% 0 Timeline PABU 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: 972 shares; 2025Q3: 972 shares; 2025Q4: 972 shares 972 $70.8K <0.01% 0 Timeline CRWG THEMES ETF TR More: the full row for THEMES 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: 26,067 shares 26,067 $70.6K <0.01% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,588 shares; 2025Q1: 1,537 shares; 2025Q2: 1,621 shares; 2025Q3: 1,349 shares; 2025Q4: 1,093 shares 1,093 $69.6K <0.01% -256 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 1,155 shares; 2025Q4: 2,545 shares 2,545 $69.1K <0.01% +1,390 Timeline AMZU 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: 2,015 shares; 2025Q1: 125 shares; 2025Q2: 15 shares; 2025Q3: not reported; 2025Q4: 1,961 shares 1,961 $68.5K <0.01% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,886 shares; 2024Q4: 2,886 shares; 2025Q1: 2,886 shares; 2025Q2: 2,886 shares; 2025Q3: 2,886 shares; 2025Q4: 2,886 shares 2,886 $68.4K <0.01% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 520 shares 520 $67.9K <0.01% +500 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 258 shares; 2025Q2: 423 shares; 2025Q3: 316 shares; 2025Q4: 316 shares 316 $67.8K <0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 95 shares; 2025Q1: 339 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares 145 $67.5K <0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,061 shares; 2024Q4: 2,061 shares; 2025Q1: 2,061 shares; 2025Q2: 2,061 shares; 2025Q3: 2,061 shares; 2025Q4: 2,061 shares 2,061 $67.5K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,266 shares; 2025Q1: 2,266 shares; 2025Q2: 2,290 shares; 2025Q3: 2,266 shares; 2025Q4: 2,266 shares 2,266 $65.3K <0.01% 0 Timeline BKCH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,019 shares 1,019 $65.1K <0.01% new 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: 302 shares; 2024Q4: 307 shares; 2025Q1: 280 shares; 2025Q2: 252 shares; 2025Q3: 180 shares; 2025Q4: 180 shares 180 $64.8K <0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 612 shares 612 $64.5K <0.01% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 986 shares; 2025Q1: 986 shares; 2025Q2: 986 shares; 2025Q3: 986 shares; 2025Q4: 986 shares 986 $64.2K <0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 259 shares 259 $64K <0.01% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,305 shares; 2025Q1: 1,305 shares; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 790 shares 790 $63.8K <0.01% 0 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,369 shares; 2024Q4: 1,369 shares; 2025Q1: 1,369 shares; 2025Q2: 1,369 shares; 2025Q3: 1,369 shares; 2025Q4: 1,369 shares 1,369 $63.5K <0.01% 0 Timeline