RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,986 shares; 2024Q4: 294,350 shares; 2025Q1: 293,291 shares; 2025Q2: 291,655 shares; 2025Q3: 292,230 shares; 2025Q4: 282,669 shares 282,669 $19.6M 6.8% -9,561 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 781,659 shares; 2025Q4: 858,543 shares 858,543 $19.2M 6.65% +76,884 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,660 shares; 2024Q4: 313,895 shares; 2025Q1: 312,744 shares; 2025Q2: 308,961 shares; 2025Q3: 307,093 shares; 2025Q4: 305,449 shares 305,449 $13.1M 4.53% -1,644 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: 51,708 shares; 2024Q4: 51,480 shares; 2025Q1: 50,631 shares; 2025Q2: 49,450 shares; 2025Q3: 46,839 shares; 2025Q4: 45,560 shares 45,560 $12.4M 4.29% -1,279 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,359 shares; 2024Q4: 10,761 shares; 2025Q1: 11,331 shares; 2025Q2: 11,762 shares; 2025Q3: 12,196 shares; 2025Q4: 12,362 shares 12,362 $8.43M 2.92% +166 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,099 shares; 2024Q4: 174,835 shares; 2025Q1: 179,582 shares; 2025Q2: 180,856 shares; 2025Q3: 181,673 shares; 2025Q4: 179,491 shares 179,491 $7.96M 2.76% -2,182 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: 23,973 shares; 2024Q4: 23,849 shares; 2025Q1: 16,937 shares; 2025Q2: 16,913 shares; 2025Q3: 16,783 shares; 2025Q4: 16,257 shares 16,257 $7.86M 2.72% -526 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: 38,409 shares; 2024Q4: 39,425 shares; 2025Q1: 38,651 shares; 2025Q2: 40,573 shares; 2025Q3: 41,475 shares; 2025Q4: 41,911 shares 41,911 $7.82M 2.71% +436 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: 4,229 shares; 2024Q4: 4,551 shares; 2025Q1: 13,945 shares; 2025Q2: 16,282 shares; 2025Q3: 16,856 shares; 2025Q4: 15,388 shares 15,388 $6.92M 2.4% -1,468 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: 28,638 shares; 2024Q4: 29,466 shares; 2025Q1: 29,191 shares; 2025Q2: 30,668 shares; 2025Q3: 30,580 shares; 2025Q4: 29,348 shares 29,348 $6.77M 2.35% -1,232 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,970 shares; 2025Q1: 9,408 shares; 2025Q2: 10,028 shares; 2025Q3: 11,570 shares; 2025Q4: 134,798 shares 134,798 $6.14M 2.13% +123,228 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,967 shares; 2024Q4: 24,302 shares; 2025Q1: 134,278 shares; 2025Q2: 154,981 shares; 2025Q3: 156,691 shares; 2025Q4: 156,438 shares 156,438 $5.99M 2.08% -253 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: 7,922 shares; 2024Q4: 8,265 shares; 2025Q1: 8,957 shares; 2025Q2: 9,282 shares; 2025Q3: 9,613 shares; 2025Q4: 8,813 shares 8,813 $5.41M 1.87% -800 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140,936 shares 140,936 $4.98M 1.73% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,579 shares; 2024Q4: 182,809 shares; 2025Q1: 180,012 shares; 2025Q2: 188,175 shares; 2025Q3: 191,517 shares; 2025Q4: 190,016 shares 190,016 $4.25M 1.47% -1,501 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,857 shares; 2024Q4: 4,248 shares; 2025Q1: 4,368 shares; 2025Q2: 4,768 shares; 2025Q3: 5,349 shares; 2025Q4: 6,032 shares 6,032 $3.78M 1.31% +683 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: 57,942 shares; 2024Q4: 57,148 shares; 2025Q1: 42,151 shares; 2025Q2: 40,858 shares; 2025Q3: 40,816 shares; 2025Q4: 79,783 shares 79,783 $3.41M 1.18% +38,967 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: 9,714 shares; 2024Q4: 9,599 shares; 2025Q1: 10,497 shares; 2025Q2: 10,335 shares; 2025Q3: 10,335 shares; 2025Q4: 10,058 shares 10,058 $3.15M 1.09% -277 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: 36,615 shares; 2024Q4: 40,497 shares; 2025Q1: 26,930 shares; 2025Q2: 27,538 shares; 2025Q3: 27,552 shares; 2025Q4: 26,988 shares 26,988 $3.01M 1.04% -564 Timeline MLPX 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: 42,460 shares; 2025Q1: 46,910 shares; 2025Q2: 48,720 shares; 2025Q3: 49,612 shares; 2025Q4: 43,337 shares 43,337 $2.62M 0.91% -6,275 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: 7,340 shares; 2024Q4: 7,301 shares; 2025Q1: 7,469 shares; 2025Q2: 7,550 shares; 2025Q3: 7,354 shares; 2025Q4: 8,120 shares 8,120 $2.62M 0.91% +766 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,142 shares; 2024Q4: 41,682 shares; 2025Q1: 40,724 shares; 2025Q2: 41,710 shares; 2025Q3: 42,973 shares; 2025Q4: 57,015 shares 57,015 $2.62M 0.91% +14,042 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,465 shares; 2025Q2: 17,377 shares; 2025Q3: 50,765 shares; 2025Q4: 52,094 shares 52,094 $2.55M 0.88% +1,329 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: 18,789 shares; 2024Q4: 19,903 shares; 2025Q1: 26,534 shares; 2025Q2: 29,816 shares; 2025Q3: 30,231 shares; 2025Q4: 31,772 shares 31,772 $2.55M 0.88% +1,541 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,966 shares; 2024Q4: 35,871 shares; 2025Q1: 42,809 shares; 2025Q2: 45,145 shares; 2025Q3: 40,789 shares; 2025Q4: 41,710 shares 41,710 $2.5M 0.87% +921 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: 9,858 shares; 2024Q4: 9,865 shares; 2025Q1: 9,903 shares; 2025Q2: 9,887 shares; 2025Q3: 9,811 shares; 2025Q4: 8,363 shares 8,363 $2.48M 0.86% -1,448 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,646 shares; 2024Q4: 18,631 shares; 2025Q1: 18,765 shares; 2025Q2: 19,010 shares; 2025Q3: 20,258 shares; 2025Q4: 20,890 shares 20,890 $2.39M 0.83% +632 Timeline XNOV 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: 71,520 shares; 2024Q4: 80,515 shares; 2025Q1: 84,205 shares; 2025Q2: 80,092 shares; 2025Q3: 75,720 shares; 2025Q4: 63,153 shares 63,153 $2.39M 0.83% -12,567 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,278 shares; 2025Q2: 19,606 shares; 2025Q3: 19,515 shares; 2025Q4: 22,371 shares 22,371 $2.2M 0.76% +2,856 Timeline VFF VILLAGE FARMS INTL INC More: the full row for VILLAGE FARMS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614,466 shares; 2024Q4: 631,783 shares; 2025Q1: 675,965 shares; 2025Q2: 687,285 shares; 2025Q3: 792,924 shares; 2025Q4: 589,549 shares 589,549 $2.15M 0.75% -203,375 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: 15,031 shares; 2024Q4: 12,531 shares; 2025Q1: 12,617 shares; 2025Q2: 10,818 shares; 2025Q3: 10,809 shares; 2025Q4: 11,027 shares 11,027 $2.15M 0.74% +218 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,095 shares; 2024Q4: 28,078 shares; 2025Q1: 27,889 shares; 2025Q2: 27,816 shares; 2025Q3: 27,435 shares; 2025Q4: 26,447 shares 26,447 $2.12M 0.74% -988 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,357 shares; 2024Q4: 31,909 shares; 2025Q1: 36,446 shares; 2025Q2: 36,990 shares; 2025Q3: 39,690 shares; 2025Q4: 46,007 shares 46,007 $2.12M 0.73% +6,317 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,616 shares; 2024Q4: 2,801 shares; 2025Q1: 2,748 shares; 2025Q2: 2,928 shares; 2025Q3: 3,026 shares; 2025Q4: 3,191 shares 3,191 $2.11M 0.73% +165 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: 4,187 shares; 2024Q4: 4,167 shares; 2025Q1: 4,064 shares; 2025Q2: 4,137 shares; 2025Q3: 4,133 shares; 2025Q4: 4,141 shares 4,141 $2.08M 0.72% +8 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: 21,578 shares; 2024Q4: 21,582 shares; 2025Q1: 21,164 shares; 2025Q2: 20,849 shares; 2025Q3: 20,684 shares; 2025Q4: 18,026 shares 18,026 $2.03M 0.7% -2,658 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: 38,046 shares; 2024Q4: 37,252 shares; 2025Q1: 36,942 shares; 2025Q2: 36,516 shares; 2025Q3: 36,148 shares; 2025Q4: 36,049 shares 36,049 $1.98M 0.69% -99 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,596 shares; 2024Q4: 23,393 shares; 2025Q1: 23,743 shares; 2025Q2: 24,074 shares; 2025Q3: 25,523 shares; 2025Q4: 29,685 shares 29,685 $1.96M 0.68% +4,162 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,073 shares; 2025Q3: 3,012 shares; 2025Q4: 21,419 shares 21,419 $1.87M 0.65% +18,407 Timeline TRFM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,130 shares; 2025Q3: 20,936 shares; 2025Q4: 37,199 shares 37,199 $1.77M 0.61% +16,263 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: 5,649 shares; 2024Q4: 5,665 shares; 2025Q1: 5,886 shares; 2025Q2: 7,722 shares; 2025Q3: 7,939 shares; 2025Q4: 8,016 shares 8,016 $1.76M 0.61% +77 Timeline PAVE 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: 31,270 shares; 2024Q4: 34,699 shares; 2025Q1: 36,123 shares; 2025Q2: 37,578 shares; 2025Q3: 38,687 shares; 2025Q4: 36,208 shares 36,208 $1.73M 0.6% -2,479 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: 8,742 shares; 2024Q4: 8,695 shares; 2025Q1: 8,449 shares; 2025Q2: 9,538 shares; 2025Q3: 9,627 shares; 2025Q4: 9,658 shares 9,658 $1.72M 0.59% +31 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: 6,850 shares; 2024Q4: 7,045 shares; 2025Q1: 7,005 shares; 2025Q2: 7,160 shares; 2025Q3: 7,916 shares; 2025Q4: 7,801 shares 7,801 $1.67M 0.58% -115 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,600 shares; 2024Q4: 23,200 shares; 2025Q1: 22,900 shares; 2025Q2: 22,100 shares; 2025Q3: 21,900 shares; 2025Q4: 34,625 shares 34,625 $1.54M 0.53% +12,725 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: 13,038 shares; 2024Q4: 12,746 shares; 2025Q1: 13,126 shares; 2025Q2: 12,695 shares; 2025Q3: 12,484 shares; 2025Q4: 12,491 shares 12,491 $1.5M 0.52% +7 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: 4,044 shares; 2024Q4: 3,947 shares; 2025Q1: 3,867 shares; 2025Q2: 4,186 shares; 2025Q3: 4,067 shares; 2025Q4: 4,316 shares 4,316 $1.49M 0.52% +249 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 4,470 shares; 2025Q1: 4,405 shares; 2025Q2: 4,688 shares; 2025Q3: 4,708 shares; 2025Q4: 4,612 shares 4,612 $1.45M 0.5% -96 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: 21,796 shares; 2024Q4: 21,707 shares; 2025Q1: 22,774 shares; 2025Q2: 23,533 shares; 2025Q3: 23,913 shares; 2025Q4: 24,354 shares 24,354 $1.4M 0.49% +441 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: 4,434 shares; 2024Q4: 4,442 shares; 2025Q1: 4,408 shares; 2025Q2: 4,319 shares; 2025Q3: 4,200 shares; 2025Q4: 4,053 shares 4,053 $1.39M 0.48% -147 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: 13,638 shares; 2024Q4: 13,652 shares; 2025Q1: 13,573 shares; 2025Q2: 13,583 shares; 2025Q3: 13,582 shares; 2025Q4: 6,014 shares 6,014 $1.37M 0.48% -7,568 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: 82,299 shares; 2024Q4: 73,792 shares; 2025Q1: 70,029 shares; 2025Q2: 64,465 shares; 2025Q3: 63,923 shares; 2025Q4: 52,997 shares 52,997 $1.32M 0.46% -10,926 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: 3,179 shares; 2024Q4: 3,519 shares; 2025Q1: 6,929 shares; 2025Q2: 7,544 shares; 2025Q3: 7,621 shares; 2025Q4: 7,820 shares 7,820 $1.27M 0.44% +199 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,726 shares; 2024Q4: 66,699 shares; 2025Q1: 61,605 shares; 2025Q2: 63,721 shares; 2025Q3: 57,906 shares; 2025Q4: 61,458 shares 61,458 $1.24M 0.43% +3,552 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: 1,117 shares; 2024Q4: 1,058 shares; 2025Q1: 1,073 shares; 2025Q2: 1,123 shares; 2025Q3: 1,136 shares; 2025Q4: 1,157 shares 1,157 $1.24M 0.43% +21 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,925 shares; 2024Q4: 36,184 shares; 2025Q1: 34,496 shares; 2025Q2: 34,038 shares; 2025Q3: 38,668 shares; 2025Q4: 29,369 shares 29,369 $1.2M 0.41% -9,299 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: 3,844 shares; 2024Q4: 3,945 shares; 2025Q1: 3,870 shares; 2025Q2: 3,953 shares; 2025Q3: 3,929 shares; 2025Q4: 3,564 shares 3,564 $1.2M 0.41% -365 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: 4,720 shares; 2024Q4: 4,155 shares; 2025Q1: 4,155 shares; 2025Q2: 4,156 shares; 2025Q3: 4,061 shares; 2025Q4: 4,118 shares 4,118 $1.09M 0.38% +57 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,644 shares; 2024Q4: 52,345 shares; 2025Q1: 64,942 shares; 2025Q2: 67,361 shares; 2025Q3: 64,711 shares; 2025Q4: 60,670 shares 60,670 $1.07M 0.37% -4,041 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,957 shares; 2024Q4: 8,349 shares; 2025Q1: 8,075 shares; 2025Q2: 8,153 shares; 2025Q3: 8,379 shares; 2025Q4: 8,296 shares 8,296 $1.01M 0.35% -83 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,580 shares; 2024Q4: 11,806 shares; 2025Q1: 17,801 shares; 2025Q2: 18,164 shares; 2025Q3: 18,780 shares; 2025Q4: 18,384 shares 18,384 $966K 0.33% -396 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,556 shares; 2024Q4: 12,861 shares; 2025Q1: 14,446 shares; 2025Q2: 15,647 shares; 2025Q3: 16,239 shares; 2025Q4: 15,852 shares 15,852 $954K 0.33% -387 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,544 shares; 2024Q4: 48,933 shares; 2025Q1: 46,715 shares; 2025Q2: 39,944 shares; 2025Q3: 40,062 shares; 2025Q4: 40,481 shares 40,481 $948K 0.33% +419 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: 10,416 shares; 2024Q4: 10,021 shares; 2025Q1: 10,077 shares; 2025Q2: 10,449 shares; 2025Q3: 11,158 shares; 2025Q4: 11,387 shares 11,387 $914K 0.32% +229 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: 6,452 shares; 2024Q4: 14,974 shares; 2025Q1: 16,647 shares; 2025Q2: 18,555 shares; 2025Q3: 20,808 shares; 2025Q4: 18,383 shares 18,383 $913K 0.32% -2,425 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: 4,672 shares; 2024Q4: 4,673 shares; 2025Q1: 4,554 shares; 2025Q2: 4,555 shares; 2025Q3: 4,448 shares; 2025Q4: 4,449 shares 4,449 $912K 0.32% +1 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,752 shares; 2024Q4: 15,047 shares; 2025Q1: 13,934 shares; 2025Q2: 14,848 shares; 2025Q3: 15,578 shares; 2025Q4: 15,742 shares 15,742 $891K 0.31% +164 Timeline JPST 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: 16,776 shares; 2024Q4: 16,536 shares; 2025Q1: 17,471 shares; 2025Q2: 17,471 shares; 2025Q3: 17,471 shares; 2025Q4: 17,421 shares 17,421 $881K 0.31% -50 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: 4,534 shares; 2024Q4: 4,490 shares; 2025Q1: 4,509 shares; 2025Q2: 4,407 shares; 2025Q3: 4,336 shares; 2025Q4: 4,499 shares 4,499 $862K 0.3% +163 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: 4,146 shares; 2024Q4: 4,098 shares; 2025Q1: 4,060 shares; 2025Q2: 3,225 shares; 2025Q3: 3,172 shares; 2025Q4: 3,174 shares 3,174 $816K 0.28% +2 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,296 shares; 2024Q4: 7,711 shares; 2025Q1: 7,226 shares; 2025Q2: 9,762 shares; 2025Q3: 13,120 shares; 2025Q4: 14,504 shares 14,504 $806K 0.28% +1,384 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: 2,592 shares; 2024Q4: 2,757 shares; 2025Q1: 2,956 shares; 2025Q2: 3,162 shares; 2025Q3: 3,203 shares; 2025Q4: 3,136 shares 3,136 $806K 0.28% -67 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,562 shares; 2024Q4: 2,565 shares; 2025Q1: 2,538 shares; 2025Q2: 2,646 shares; 2025Q3: 2,777 shares; 2025Q4: 2,888 shares 2,888 $800K 0.28% +111 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,410 shares; 2024Q4: 61,220 shares; 2025Q1: 60,399 shares; 2025Q2: 59,679 shares; 2025Q3: 59,174 shares; 2025Q4: 8,626 shares 8,626 $798K 0.28% -50,548 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: 8,141 shares; 2024Q4: 8,215 shares; 2025Q1: 8,350 shares; 2025Q2: 8,720 shares; 2025Q3: 8,664 shares; 2025Q4: 8,855 shares 8,855 $792K 0.27% +191 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,634 shares; 2024Q4: 13,634 shares; 2025Q1: 14,364 shares; 2025Q2: 14,606 shares; 2025Q3: 16,751 shares; 2025Q4: 16,551 shares 16,551 $792K 0.27% -200 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,573 shares; 2024Q4: 7,738 shares; 2025Q1: 7,702 shares; 2025Q2: 7,709 shares; 2025Q3: 7,962 shares; 2025Q4: 7,715 shares 7,715 $790K 0.27% -247 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: 5,585 shares; 2024Q4: 5,585 shares; 2025Q1: 5,485 shares; 2025Q2: 5,485 shares; 2025Q3: 5,485 shares; 2025Q4: 4,853 shares 4,853 $777K 0.27% -632 Timeline IMCG 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: 6,111 shares; 2024Q4: 6,124 shares; 2025Q1: 7,411 shares; 2025Q2: 7,820 shares; 2025Q3: 8,896 shares; 2025Q4: 9,721 shares 9,721 $776K 0.27% +825 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: 13,028 shares; 2024Q4: 13,040 shares; 2025Q1: 13,050 shares; 2025Q2: 12,507 shares; 2025Q3: 13,288 shares; 2025Q4: 13,761 shares 13,761 $754K 0.26% +473 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: 1,470 shares; 2024Q4: 1,470 shares; 2025Q1: 1,477 shares; 2025Q2: 1,542 shares; 2025Q3: 1,762 shares; 2025Q4: 1,842 shares 1,842 $730K 0.25% +80 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: 8,656 shares; 2024Q4: 7,942 shares; 2025Q1: 7,968 shares; 2025Q2: 7,201 shares; 2025Q3: 7,179 shares; 2025Q4: 6,873 shares 6,873 $724K 0.25% -306 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,210 shares; 2024Q4: 9,846 shares; 2025Q1: 11,463 shares; 2025Q2: 11,553 shares; 2025Q3: 12,256 shares; 2025Q4: 12,046 shares 12,046 $714K 0.25% -210 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,341 shares; 2025Q1: 1,406 shares; 2025Q2: 1,348 shares; 2025Q3: 1,386 shares; 2025Q4: 1,518 shares 1,518 $712K 0.25% +132 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: 2,088 shares; 2025Q1: 2,088 shares; 2025Q2: 2,088 shares; 2025Q3: 2,088 shares; 2025Q4: 2,088 shares 2,088 $705K 0.24% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,710 shares; 2024Q4: 27,001 shares; 2025Q1: 25,610 shares; 2025Q2: 24,919 shares; 2025Q3: 27,908 shares; 2025Q4: 28,193 shares 28,193 $702K 0.24% +285 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: 2,293 shares; 2024Q4: 2,507 shares; 2025Q1: 2,478 shares; 2025Q2: 2,389 shares; 2025Q3: 2,346 shares; 2025Q4: 2,278 shares 2,278 $702K 0.24% -68 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: 27,664 shares; 2024Q4: 31,752 shares; 2025Q1: 32,392 shares; 2025Q2: 36,537 shares; 2025Q3: 37,347 shares; 2025Q4: 39,575 shares 39,575 $701K 0.24% +2,228 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,846 shares; 2024Q4: 1,826 shares; 2025Q1: 1,826 shares; 2025Q2: 1,826 shares; 2025Q3: 1,826 shares; 2025Q4: 1,438 shares 1,438 $691K 0.24% -388 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: 1,175 shares; 2024Q4: 1,107 shares; 2025Q1: 1,053 shares; 2025Q2: 804 shares; 2025Q3: 802 shares; 2025Q4: 783 shares 783 $688K 0.24% -19 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 1,021 shares; 2025Q1: 1,003 shares; 2025Q2: 988 shares; 2025Q3: 1,006 shares; 2025Q4: 1,003 shares 1,003 $687K 0.24% -3 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: 9,072 shares; 2024Q4: 8,538 shares; 2025Q1: 8,493 shares; 2025Q2: 7,375 shares; 2025Q3: 6,315 shares; 2025Q4: 5,889 shares 5,889 $670K 0.23% -426 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: 737 shares; 2024Q4: 796 shares; 2025Q1: 843 shares; 2025Q2: 776 shares; 2025Q3: 790 shares; 2025Q4: 772 shares 772 $666K 0.23% -18 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: 2,475 shares; 2024Q4: 2,856 shares; 2025Q1: 2,858 shares; 2025Q2: 2,811 shares; 2025Q3: 2,815 shares; 2025Q4: 2,675 shares 2,675 $645K 0.22% -140 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,182 shares; 2024Q4: 7,000 shares; 2025Q1: 7,096 shares; 2025Q2: 7,791 shares; 2025Q3: 7,969 shares; 2025Q4: 7,939 shares 7,939 $630K 0.22% -30 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,134 shares; 2024Q4: 5,291 shares; 2025Q1: 5,777 shares; 2025Q2: 5,931 shares; 2025Q3: 5,783 shares; 2025Q4: 6,024 shares 6,024 $627K 0.22% +241 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,611 shares 22,611 $620K 0.21% new 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: 7,754 shares; 2024Q4: 7,791 shares; 2025Q1: 7,962 shares; 2025Q2: 3,725 shares; 2025Q3: 3,859 shares; 2025Q4: 3,863 shares 3,863 $598K 0.21% +4 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,766 shares; 2025Q1: 1,915 shares; 2025Q2: 2,798 shares; 2025Q3: 3,758 shares; 2025Q4: 4,327 shares 4,327 $581K 0.2% +569 Timeline SPDV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,843 shares; 2024Q4: 10,855 shares; 2025Q1: 10,873 shares; 2025Q2: 16,891 shares; 2025Q3: 16,757 shares; 2025Q4: 16,773 shares 16,773 $581K 0.2% +16 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: 6,658 shares; 2024Q4: 6,207 shares; 2025Q1: 6,128 shares; 2025Q2: 6,093 shares; 2025Q3: 6,102 shares; 2025Q4: 6,116 shares 6,116 $570K 0.2% +14 Timeline HACK 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: 9,933 shares; 2024Q4: 9,933 shares; 2025Q1: 9,728 shares; 2025Q2: 9,527 shares; 2025Q3: 9,227 shares; 2025Q4: 6,985 shares 6,985 $561K 0.19% -2,242 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: 4,133 shares; 2024Q4: 4,146 shares; 2025Q1: 4,078 shares; 2025Q2: 3,902 shares; 2025Q3: 3,962 shares; 2025Q4: 3,825 shares 3,825 $548K 0.19% -137 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: 8,208 shares; 2024Q4: 7,956 shares; 2025Q1: 8,166 shares; 2025Q2: 8,677 shares; 2025Q3: 8,805 shares; 2025Q4: 8,730 shares 8,730 $545K 0.19% -75 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,530 shares; 2024Q4: 10,805 shares; 2025Q1: 11,763 shares; 2025Q2: 12,182 shares; 2025Q3: 12,902 shares; 2025Q4: 13,025 shares 13,025 $535K 0.19% +123 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,235 shares; 2024Q4: 5,260 shares; 2025Q1: 5,283 shares; 2025Q2: 5,306 shares; 2025Q3: 5,331 shares; 2025Q4: 5,356 shares 5,356 $532K 0.18% +25 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 1,782 shares; 2025Q1: 1,720 shares; 2025Q2: 1,720 shares; 2025Q3: 1,757 shares; 2025Q4: 1,751 shares 1,751 $529K 0.18% -6 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: 8,790 shares; 2024Q4: 8,198 shares; 2025Q1: 7,736 shares; 2025Q2: 7,540 shares; 2025Q3: 7,350 shares; 2025Q4: 6,793 shares 6,793 $523K 0.18% -557 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: 2,089 shares; 2024Q4: 2,136 shares; 2025Q1: 2,164 shares; 2025Q2: 2,121 shares; 2025Q3: 2,262 shares; 2025Q4: 2,461 shares 2,461 $521K 0.18% +199 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: 6,152 shares; 2024Q4: 6,254 shares; 2025Q1: 6,177 shares; 2025Q2: 6,150 shares; 2025Q3: 6,222 shares; 2025Q4: 7,436 shares 7,436 $520K 0.18% +1,214 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: 896 shares; 2024Q4: 939 shares; 2025Q1: 945 shares; 2025Q2: 912 shares; 2025Q3: 904 shares; 2025Q4: 906 shares 906 $519K 0.18% +2 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: 3,962 shares; 2024Q4: 3,874 shares; 2025Q1: 3,807 shares; 2025Q2: 2,774 shares; 2025Q3: 2,740 shares; 2025Q4: 2,472 shares 2,472 $511K 0.18% -268 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: not reported; 2024Q4: 5,389 shares; 2025Q1: 8,232 shares; 2025Q2: 8,250 shares; 2025Q3: 8,773 shares; 2025Q4: 8,637 shares 8,637 $502K 0.17% -136 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 1,601 shares; 2025Q1: 1,607 shares; 2025Q2: 1,599 shares; 2025Q3: 1,603 shares; 2025Q4: 1,603 shares 1,603 $490K 0.17% 0 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: 2,720 shares; 2024Q4: 2,752 shares; 2025Q1: 2,946 shares; 2025Q2: 3,082 shares; 2025Q3: 3,259 shares; 2025Q4: 3,404 shares 3,404 $474K 0.16% +145 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,268 shares; 2024Q4: 3,381 shares; 2025Q1: 3,649 shares; 2025Q2: 4,264 shares; 2025Q3: 4,337 shares; 2025Q4: 4,290 shares 4,290 $458K 0.16% -47 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: 569 shares; 2024Q4: 572 shares; 2025Q1: 561 shares; 2025Q2: 561 shares; 2025Q3: 607 shares; 2025Q4: 586 shares 586 $442K 0.15% -21 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: 4,714 shares; 2024Q4: 4,179 shares; 2025Q1: 5,243 shares; 2025Q2: 5,713 shares; 2025Q3: 5,887 shares; 2025Q4: 5,337 shares 5,337 $436K 0.15% -550 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: 5,187 shares; 2024Q4: 6,012 shares; 2025Q1: 6,192 shares; 2025Q2: 6,192 shares; 2025Q3: 6,192 shares; 2025Q4: 6,556 shares 6,556 $422K 0.15% +364 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,624 shares; 2024Q4: 12,040 shares; 2025Q1: 9,994 shares; 2025Q2: 8,841 shares; 2025Q3: 8,384 shares; 2025Q4: 6,389 shares 6,389 $418K 0.14% -1,995 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: 383 shares; 2024Q4: 382 shares; 2025Q1: 436 shares; 2025Q2: 438 shares; 2025Q3: 459 shares; 2025Q4: 4,456 shares 4,456 $418K 0.14% +3,997 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,360 shares; 2024Q4: 24,555 shares; 2025Q1: 26,312 shares; 2025Q2: 26,712 shares; 2025Q3: 28,216 shares; 2025Q4: 31,339 shares 31,339 $415K 0.14% +3,123 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: 1,387 shares; 2024Q4: 1,185 shares; 2025Q1: 1,151 shares; 2025Q2: 1,468 shares; 2025Q3: 1,419 shares; 2025Q4: 1,154 shares 1,154 $405K 0.14% -265 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,401 shares; 2025Q3: 2,651 shares; 2025Q4: 2,357 shares 2,357 $403K 0.14% -294 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,181 shares; 2024Q4: 4,207 shares; 2025Q1: 4,330 shares; 2025Q2: 4,387 shares; 2025Q3: 4,400 shares; 2025Q4: 9,004 shares 9,004 $403K 0.14% +4,604 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,161 shares; 2025Q1: 1,326 shares; 2025Q2: 1,349 shares; 2025Q3: 1,365 shares; 2025Q4: 1,329 shares 1,329 $400K 0.14% -36 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,805 shares; 2025Q3: 4,032 shares; 2025Q4: 4,556 shares 4,556 $399K 0.14% +524 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,647 shares; 2025Q1: 14,092 shares; 2025Q2: 13,682 shares; 2025Q3: 14,101 shares; 2025Q4: 15,168 shares 15,168 $397K 0.14% +1,067 Timeline BOTZ 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: 10,825 shares; 2024Q4: 10,730 shares; 2025Q1: 9,962 shares; 2025Q2: 10,592 shares; 2025Q3: 11,255 shares; 2025Q4: 10,718 shares 10,718 $388K 0.13% -537 Timeline IYF 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: 2,956 shares; 2024Q4: 2,969 shares; 2025Q1: 2,978 shares; 2025Q2: 2,988 shares; 2025Q3: 2,997 shares; 2025Q4: 3,010 shares 3,010 $388K 0.13% +13 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,478 shares; 2024Q4: 11,478 shares; 2025Q1: 10,900 shares; 2025Q2: 11,000 shares; 2025Q3: 10,701 shares; 2025Q4: 10,700 shares 10,700 $388K 0.13% -1 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,730 shares; 2024Q4: 6,738 shares; 2025Q1: 6,738 shares; 2025Q2: 6,614 shares; 2025Q3: 6,614 shares; 2025Q4: 6,146 shares 6,146 $387K 0.13% -468 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,973 shares; 2024Q4: 3,832 shares; 2025Q1: 3,663 shares; 2025Q2: 3,612 shares; 2025Q3: 3,613 shares; 2025Q4: 2,957 shares 2,957 $385K 0.13% -656 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,822 shares; 2024Q4: 4,764 shares; 2025Q1: 4,840 shares; 2025Q2: 4,376 shares; 2025Q3: 4,363 shares; 2025Q4: 4,368 shares 4,368 $381K 0.13% +5 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,431 shares; 2024Q4: 3,535 shares; 2025Q1: 3,732 shares; 2025Q2: 3,726 shares; 2025Q3: 3,773 shares; 2025Q4: 3,922 shares 3,922 $380K 0.13% +149 Timeline STKE SOL STRATEGIES INC More: the full row for SOL STRATEGIES 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: 246,587 shares 246,587 $377K 0.13% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 3,241 shares; 2025Q1: 3,104 shares; 2025Q2: 3,301 shares; 2025Q3: 3,280 shares; 2025Q4: 2,468 shares 2,468 $376K 0.13% -812 Timeline SPYV 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: 5,031 shares; 2024Q4: 5,169 shares; 2025Q1: 6,218 shares; 2025Q2: 6,432 shares; 2025Q3: 6,513 shares; 2025Q4: 6,546 shares 6,546 $372K 0.13% +33 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,225 shares; 2024Q4: 8,340 shares; 2025Q1: 8,344 shares; 2025Q2: 8,055 shares; 2025Q3: 7,855 shares; 2025Q4: 5,698 shares 5,698 $371K 0.13% -2,157 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: 2,761 shares; 2024Q4: 2,957 shares; 2025Q1: 3,428 shares; 2025Q2: 3,615 shares; 2025Q3: 3,738 shares; 2025Q4: 4,205 shares 4,205 $354K 0.12% +467 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: 1,120 shares; 2024Q4: 1,137 shares; 2025Q1: 1,149 shares; 2025Q2: 1,159 shares; 2025Q3: 1,156 shares; 2025Q4: 1,040 shares 1,040 $340K 0.12% -116 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $331K 0.11% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,296 shares; 2024Q4: 6,272 shares; 2025Q1: 6,198 shares; 2025Q2: 5,806 shares; 2025Q3: 5,194 shares; 2025Q4: 5,070 shares 5,070 $330K 0.11% -124 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: 4,507 shares; 2024Q4: 4,379 shares; 2025Q1: 4,380 shares; 2025Q2: 4,518 shares; 2025Q3: 5,159 shares; 2025Q4: 4,412 shares 4,412 $324K 0.11% -747 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: 898 shares; 2024Q4: 898 shares; 2025Q1: not reported; 2025Q2: 898 shares; 2025Q3: 898 shares; 2025Q4: 898 shares 898 $323K 0.11% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: 2,329 shares; 2025Q3: 2,329 shares; 2025Q4: 2,329 shares 2,329 $321K 0.11% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 1,026 shares; 2025Q1: 1,053 shares; 2025Q2: 1,157 shares; 2025Q3: 1,250 shares; 2025Q4: 1,450 shares 1,450 $319K 0.11% +200 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,025 shares; 2025Q2: 8,242 shares; 2025Q3: 8,310 shares; 2025Q4: 7,838 shares 7,838 $318K 0.11% -472 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,480 shares 2,480 $313K 0.11% -220 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: 3,631 shares; 2024Q4: 3,631 shares; 2025Q1: 3,486 shares; 2025Q2: 3,488 shares; 2025Q3: 3,488 shares; 2025Q4: 3,489 shares 3,489 $312K 0.11% +1 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,200 shares; 2025Q2: 18,503 shares; 2025Q3: 18,718 shares; 2025Q4: 14,513 shares 14,513 $302K 0.1% -4,205 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: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,480 shares 1,480 $300K 0.1% 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: 10,093 shares; 2024Q4: 10,094 shares; 2025Q1: 9,854 shares; 2025Q2: 9,730 shares; 2025Q3: 9,731 shares; 2025Q4: 7,597 shares 7,597 $299K 0.1% -2,134 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,813 shares; 2025Q2: 12,844 shares; 2025Q3: 14,690 shares; 2025Q4: 16,300 shares 16,300 $297K 0.1% +1,610 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,112 shares; 2024Q4: 6,209 shares; 2025Q1: 6,122 shares; 2025Q2: 8,673 shares; 2025Q3: 8,527 shares; 2025Q4: 8,005 shares 8,005 $293K 0.1% -522 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: 1,155 shares; 2024Q4: 1,235 shares; 2025Q1: 1,324 shares; 2025Q2: 1,414 shares; 2025Q3: 1,550 shares; 2025Q4: 835 shares 835 $292K 0.1% -715 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,338 shares 4,338 $290K 0.1% new 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: 1,671 shares; 2024Q4: 1,491 shares; 2025Q1: 1,491 shares; 2025Q2: 1,376 shares; 2025Q3: 1,376 shares; 2025Q4: 1,328 shares 1,328 $288K 0.1% -48 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 432 shares; 2025Q3: 457 shares; 2025Q4: 440 shares 440 $288K 0.1% -17 Timeline IXN 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: 2,988 shares; 2024Q4: 3,140 shares; 2025Q1: 3,140 shares; 2025Q2: 2,660 shares; 2025Q3: 2,660 shares; 2025Q4: 2,679 shares 2,679 $281K 0.1% +19 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,148 shares; 2025Q1: 2,088 shares; 2025Q2: 2,145 shares; 2025Q3: 2,631 shares; 2025Q4: 1,950 shares 1,950 $280K 0.1% -681 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: 1,762 shares; 2024Q4: 1,601 shares; 2025Q1: 1,516 shares; 2025Q2: 1,486 shares; 2025Q3: 1,437 shares; 2025Q4: 1,291 shares 1,291 $269K 0.09% -146 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 1,407 shares; 2025Q3: 1,407 shares; 2025Q4: 1,355 shares 1,355 $263K 0.09% -52 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,357 shares 2,357 $258K 0.09% new Timeline XLP 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: 7,302 shares; 2024Q4: 7,460 shares; 2025Q1: 8,053 shares; 2025Q2: 7,345 shares; 2025Q3: 7,351 shares; 2025Q4: 3,280 shares 3,280 $255K 0.09% -4,071 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,725 shares 3,725 $254K 0.09% new 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: 1,213 shares; 2024Q4: 1,085 shares; 2025Q1: 1,090 shares; 2025Q2: 1,084 shares; 2025Q3: 1,060 shares; 2025Q4: 2,121 shares 2,121 $253K 0.09% +1,061 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 869 shares 869 $248K 0.09% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,270 shares; 2025Q3: 4,409 shares; 2025Q4: 4,507 shares 4,507 $247K 0.09% +98 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 762 shares; 2025Q1: not reported; 2025Q2: 733 shares; 2025Q3: 730 shares; 2025Q4: 731 shares 731 $246K 0.09% +1 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,297 shares; 2024Q4: 11,185 shares; 2025Q1: 10,880 shares; 2025Q2: 10,075 shares; 2025Q3: 8,858 shares; 2025Q4: 8,193 shares 8,193 $245K 0.08% -665 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: not reported; 2024Q4: 1,087 shares; 2025Q1: 1,643 shares; 2025Q2: 2,112 shares; 2025Q3: 2,297 shares; 2025Q4: 1,601 shares 1,601 $243K 0.08% -696 Timeline STXV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 13,975 shares; 2025Q1: 13,975 shares; 2025Q2: 13,600 shares; 2025Q3: 13,350 shares; 2025Q4: 7,100 shares 7,100 $238K 0.08% -6,250 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,244 shares; 2025Q4: 1,456 shares 1,456 $235K 0.08% +212 Timeline FTDS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,066 shares 4,066 $230K 0.08% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,721 shares; 2024Q4: 8,727 shares; 2025Q1: 8,607 shares; 2025Q2: 8,514 shares; 2025Q3: 8,115 shares; 2025Q4: 1,829 shares 1,829 $229K 0.08% -6,286 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares 5,000 $229K 0.08% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,267 shares; 2025Q4: 1,248 shares 1,248 $229K 0.08% -19 Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,452 shares; 2025Q4: 4,924 shares 4,924 $225K 0.08% -528 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 754 shares; 2025Q4: 694 shares 694 $223K 0.08% -60 Timeline CWB 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: 2,480 shares; 2025Q3: 2,480 shares; 2025Q4: 2,480 shares 2,480 $221K 0.08% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 242 shares; 2025Q4: 768 shares 768 $221K 0.08% +526 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: 1,538 shares; 2024Q4: 1,539 shares; 2025Q1: 1,436 shares; 2025Q2: 1,368 shares; 2025Q3: 1,292 shares; 2025Q4: 1,282 shares 1,282 $219K 0.08% -10 Timeline JMIA JUMIA TECHNOLOGIES AG More: the full row for JUMIA TECHNOLOGIES AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,520 shares; 2024Q4: 10,720 shares; 2025Q1: 14,856 shares; 2025Q2: 21,604 shares; 2025Q3: 19,648 shares; 2025Q4: 17,397 shares 17,397 $217K 0.08% -2,251 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,500 shares 2,500 $215K 0.07% -300 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,920 shares 1,920 $211K 0.07% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 719 shares; 2025Q4: 689 shares 689 $209K 0.07% -30 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: 28,100 shares; 2024Q4: 22,393 shares; 2025Q1: 22,883 shares; 2025Q2: 17,286 shares; 2025Q3: 17,196 shares; 2025Q4: 15,843 shares 15,843 $208K 0.07% -1,353 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: not reported; 2024Q4: not reported; 2025Q1: 1,347 shares; 2025Q2: 1,277 shares; 2025Q3: 1,301 shares; 2025Q4: 1,293 shares 1,293 $207K 0.07% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,010 shares; 2025Q4: 2,010 shares 2,010 $206K 0.07% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: not reported; 2025Q1: 1,660 shares; 2025Q2: 1,682 shares; 2025Q3: 1,699 shares; 2025Q4: 1,583 shares 1,583 $204K 0.07% -116 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 753 shares 753 $204K 0.07% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,535 shares 1,535 $203K 0.07% new Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,605 shares 4,605 $203K 0.07% new 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: 608 shares; 2024Q4: 609 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: not reported; 2025Q4: 431 shares 431 $201K 0.07% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,628 shares; 2025Q4: 18,434 shares 18,434 $198K 0.07% +3,806 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,282 shares; 2025Q2: 12,868 shares; 2025Q3: 13,828 shares; 2025Q4: 11,152 shares 11,152 $193K 0.07% -2,676 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 802 shares 802 $186K 0.06% new Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY 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: 29,660 shares 29,660 $167K 0.06% new Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,606 shares; 2024Q4: 36,166 shares; 2025Q1: 32,372 shares; 2025Q2: 34,333 shares; 2025Q3: 34,864 shares; 2025Q4: 20,837 shares 20,837 $157K 0.05% -14,027 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: not reported; 2025Q4: 20,000 shares 20,000 $102K 0.04% new Timeline CYPH CYPHERPUNK TECHNOLOGIES INC More: the full row for CYPHERPUNK TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,923 shares; 2024Q4: 361,253 shares; 2025Q1: 388,721 shares; 2025Q2: 343,862 shares; 2025Q3: 137,959 shares; 2025Q4: 84,587 shares 84,587 $98.1K 0.03% -53,372 Timeline AGEN AGENUS INC More: the full row for AGENUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,416 shares; 2024Q4: 68,081 shares; 2025Q1: 61,803 shares; 2025Q2: 39,534 shares; 2025Q3: 39,233 shares; 2025Q4: 27,348 shares 27,348 $85.9K 0.03% -11,885 Timeline CTSO CYTOSORBENTS CORP More: the full row for CYTOSORBENTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,557 shares; 2024Q4: 34,557 shares; 2025Q1: 78,457 shares; 2025Q2: 78,457 shares; 2025Q3: 78,457 shares; 2025Q4: 78,457 shares 78,457 $50.1K 0.02% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,375 shares; 2025Q4: 1,800 shares 1,800 $47.1K 0.02% -7,575 Timeline GEVO GEVO INC More: the full row for GEVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,738 shares 12,738 $25.5K 0.01% new Timeline