BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260,706 shares; 2024Q4: 1,074,255 shares; 2025Q1: 1,013,320 shares; 2025Q2: 1,062,106 shares; 2025Q3: 1,007,902 shares; 2025Q4: 1,015,060 shares 1,015,060 $34.8M 6.56% +7,158 Timeline FLRN 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: 79,655 shares; 2025Q1: 839,993 shares; 2025Q2: 1,057,565 shares; 2025Q3: 1,110,303 shares; 2025Q4: 768,929 shares 768,929 $23.6M 4.46% -341,374 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,315 shares; 2025Q1: 236,211 shares; 2025Q2: 858,521 shares; 2025Q3: 517,717 shares; 2025Q4: 444,913 shares 444,913 $22.1M 4.16% -72,804 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: 47,165 shares; 2024Q4: 59,931 shares; 2025Q1: 34,287 shares; 2025Q2: 40,328 shares; 2025Q3: 44,203 shares; 2025Q4: 78,787 shares 78,787 $21.4M 4.04% +34,584 Timeline FLOT 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: 19,303 shares; 2025Q3: 16,531 shares; 2025Q4: 367,231 shares 367,231 $18.7M 3.52% +350,700 Timeline SGOV 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: 167,373 shares 167,373 $16.8M 3.17% new 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: 58,719 shares; 2024Q4: 68,963 shares; 2025Q1: 54,236 shares; 2025Q2: 50,577 shares; 2025Q3: 75,444 shares; 2025Q4: 86,544 shares 86,544 $16.1M 3.04% +11,100 Timeline MSTB 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: 146,779 shares; 2024Q4: 144,546 shares; 2025Q1: 142,047 shares; 2025Q2: 137,114 shares; 2025Q3: 608,963 shares; 2025Q4: 322,308 shares 322,308 $12.9M 2.43% -286,655 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: 3,235 shares; 2024Q4: 4,507 shares; 2025Q1: 5,880 shares; 2025Q2: 14,418 shares; 2025Q3: 33,994 shares; 2025Q4: 20,548 shares 20,548 $12.6M 2.38% -13,446 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,192 shares; 2024Q4: 420,872 shares; 2025Q1: 311,483 shares; 2025Q2: 418,721 shares; 2025Q3: 456,523 shares; 2025Q4: 445,880 shares 445,880 $12.6M 2.38% -10,643 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: 8,727 shares; 2024Q4: 8,626 shares; 2025Q1: 9,557 shares; 2025Q2: 16,946 shares; 2025Q3: 8,424 shares; 2025Q4: 23,097 shares 23,097 $11.2M 2.11% +14,673 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: 57,657 shares; 2024Q4: 33,041 shares; 2025Q1: 30,819 shares; 2025Q2: 24,268 shares; 2025Q3: 18,378 shares; 2025Q4: 60,551 shares 60,551 $10.8M 2.03% +42,173 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,307 shares; 2025Q3: 33,832 shares; 2025Q4: 16,987 shares 16,987 $10.7M 2.01% -16,845 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: 8,483 shares; 2024Q4: 7,431 shares; 2025Q1: 18,779 shares; 2025Q2: 6,662 shares; 2025Q3: 18,685 shares; 2025Q4: 30,339 shares 30,339 $9.78M 1.84% +11,654 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST 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: 835,749 shares; 2025Q4: 317,934 shares 317,934 $7.87M 1.48% -517,815 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: 80,910 shares; 2024Q4: 86,955 shares; 2025Q1: 89,899 shares; 2025Q2: 100,190 shares; 2025Q3: 119,770 shares; 2025Q4: 126,512 shares 126,512 $7.24M 1.37% +6,742 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: 6,674 shares; 2024Q4: 9,656 shares; 2025Q1: 15,654 shares; 2025Q2: 18,849 shares; 2025Q3: 12,703 shares; 2025Q4: 33,046 shares 33,046 $7.08M 1.33% +20,343 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: 110,529 shares; 2024Q4: 89,717 shares; 2025Q1: 90,134 shares; 2025Q2: 101,173 shares; 2025Q3: 116,690 shares; 2025Q4: 121,285 shares 121,285 $7.05M 1.33% +4,595 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: 11,798 shares; 2024Q4: 21,289 shares; 2025Q1: 54,659 shares; 2025Q2: 15,196 shares; 2025Q3: 12,376 shares; 2025Q4: 61,590 shares 61,590 $6.86M 1.29% +49,214 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 2,882 shares; 2025Q1: 5,380 shares; 2025Q2: 5,911 shares; 2025Q3: 3,626 shares; 2025Q4: 13,134 shares 13,134 $6.16M 1.16% +9,508 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: 2,370 shares; 2024Q4: 2,755 shares; 2025Q1: 2,751 shares; 2025Q2: 2,551 shares; 2025Q3: 1,984 shares; 2025Q4: 19,424 shares 19,424 $6.1M 1.15% +17,440 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: 14,764 shares; 2024Q4: 22,277 shares; 2025Q1: 60,343 shares; 2025Q2: 19,599 shares; 2025Q3: 19,022 shares; 2025Q4: 48,570 shares 48,570 $5.96M 1.12% +29,548 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: 6,136 shares; 2024Q4: 7,675 shares; 2025Q1: 8,273 shares; 2025Q2: 8,507 shares; 2025Q3: 6,907 shares; 2025Q4: 26,001 shares 26,001 $5.94M 1.12% +19,094 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: 5,300 shares; 2024Q4: 4,519 shares; 2025Q1: 4,650 shares; 2025Q2: 4,320 shares; 2025Q3: 3,350 shares; 2025Q4: 31,696 shares 31,696 $5.81M 1.1% +28,346 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 292,467 shares 292,467 $5.73M 1.08% new Timeline GMAY 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: 307,496 shares; 2024Q4: 140,320 shares; 2025Q1: 143,543 shares; 2025Q2: 146,087 shares; 2025Q3: 133,397 shares; 2025Q4: 136,619 shares 136,619 $5.64M 1.06% +3,222 Timeline GAUG 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: 309,957 shares; 2024Q4: 140,225 shares; 2025Q1: 138,859 shares; 2025Q2: 141,703 shares; 2025Q3: 129,530 shares; 2025Q4: 134,654 shares 134,654 $5.29M 1% +5,124 Timeline GNOV 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: 124,307 shares; 2024Q4: 129,874 shares; 2025Q1: 131,402 shares; 2025Q2: 134,951 shares; 2025Q3: 125,218 shares; 2025Q4: 131,378 shares 131,378 $5.22M 0.98% +6,160 Timeline GFEB 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: 119,618 shares; 2024Q4: 124,283 shares; 2025Q1: 124,706 shares; 2025Q2: 127,237 shares; 2025Q3: 118,117 shares; 2025Q4: 124,426 shares 124,426 $5.17M 0.97% +6,309 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: 4,555 shares; 2024Q4: 4,646 shares; 2025Q1: 4,625 shares; 2025Q2: 1,098 shares; 2025Q3: 1,190 shares; 2025Q4: 14,016 shares 14,016 $4.85M 0.92% +12,826 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,018 shares; 2024Q4: 77,658 shares; 2025Q1: 79,382 shares; 2025Q2: 83,008 shares; 2025Q3: 88,692 shares; 2025Q4: 95,855 shares 95,855 $4.71M 0.89% +7,163 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: 33,880 shares; 2024Q4: 35,691 shares; 2025Q1: 32,428 shares; 2025Q2: 33,276 shares; 2025Q3: 34,564 shares; 2025Q4: 41,424 shares 41,424 $4.16M 0.78% +6,860 Timeline TFLO 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: 6,383 shares; 2025Q2: 186,290 shares; 2025Q3: 502,992 shares; 2025Q4: 81,274 shares 81,274 $4.1M 0.77% -421,718 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 168,676 shares 168,676 $3.94M 0.74% new 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: 8,774 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,946 shares; 2025Q3: 28,095 shares; 2025Q4: 23,903 shares 23,903 $3.86M 0.73% -4,192 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138,839 shares; 2025Q2: 71,923 shares; 2025Q3: 97,443 shares; 2025Q4: 116,718 shares 116,718 $3.81M 0.72% +19,275 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: 106,516 shares; 2024Q4: 45,612 shares; 2025Q1: 42,406 shares; 2025Q2: 42,962 shares; 2025Q3: 42,049 shares; 2025Q4: 40,288 shares 40,288 $3.75M 0.71% -1,761 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: 7,051 shares; 2024Q4: 6,536 shares; 2025Q1: 9,945 shares; 2025Q2: 9,178 shares; 2025Q3: 6,967 shares; 2025Q4: 8,139 shares 8,139 $3.66M 0.69% +1,172 Timeline BALT 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: 103,572 shares; 2024Q4: 111,398 shares; 2025Q1: 111,530 shares; 2025Q2: 110,095 shares; 2025Q3: 108,652 shares; 2025Q4: 108,511 shares 108,511 $3.64M 0.69% -141 Timeline SHV 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: 25,695 shares; 2024Q4: 27,343 shares; 2025Q1: 27,568 shares; 2025Q2: 28,255 shares; 2025Q3: 29,386 shares; 2025Q4: 32,565 shares 32,565 $3.59M 0.68% +3,179 Timeline UDEC 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: 96,064 shares; 2024Q4: 95,925 shares; 2025Q1: 88,554 shares; 2025Q2: 85,322 shares; 2025Q3: 85,273 shares; 2025Q4: 81,225 shares 81,225 $3.22M 0.61% -4,048 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,950 shares 16,950 $2.92M 0.55% new 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: 2,912 shares; 2024Q4: 7,166 shares; 2025Q1: 4,960 shares; 2025Q2: 7,005 shares; 2025Q3: 13,432 shares; 2025Q4: 8,065 shares 8,065 $2.83M 0.53% -5,367 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: 76,885 shares; 2025Q1: 13,233 shares; 2025Q2: 13,443 shares; 2025Q3: not reported; 2025Q4: 16,046 shares 16,046 $2.75M 0.52% new 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: 681 shares; 2024Q4: 668 shares; 2025Q1: 692 shares; 2025Q2: not reported; 2025Q3: 6,860 shares; 2025Q4: 8,309 shares 8,309 $2.74M 0.52% +1,449 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: not reported; 2024Q4: 599 shares; 2025Q1: 610 shares; 2025Q2: 1,210 shares; 2025Q3: 1,421 shares; 2025Q4: 7,478 shares 7,478 $2.62M 0.49% +6,057 Timeline PDEC 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: 65,969 shares; 2024Q4: 65,742 shares; 2025Q1: 61,079 shares; 2025Q2: 58,632 shares; 2025Q3: 58,461 shares; 2025Q4: 55,852 shares 55,852 $2.42M 0.46% -2,609 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: 8,571 shares; 2024Q4: 13,230 shares; 2025Q1: 4,596 shares; 2025Q2: 6,463 shares; 2025Q3: 7,673 shares; 2025Q4: 7,714 shares 7,714 $2.29M 0.43% +41 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,981 shares; 2024Q4: 49,073 shares; 2025Q1: 49,317 shares; 2025Q2: 48,599 shares; 2025Q3: 46,580 shares; 2025Q4: 45,319 shares 45,319 $2.26M 0.43% -1,261 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,709 shares; 2025Q1: 54,006 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,725 shares 41,725 $2.25M 0.42% new 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: not reported; 2024Q4: 10,473 shares; 2025Q1: 15,465 shares; 2025Q2: 24,157 shares; 2025Q3: 35,148 shares; 2025Q4: 42,558 shares 42,558 $2.24M 0.42% +7,410 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,231 shares; 2025Q2: 19,200 shares; 2025Q3: 26,658 shares; 2025Q4: 33,574 shares 33,574 $2.23M 0.42% +6,916 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,556 shares; 2024Q4: 68,045 shares; 2025Q1: 68,366 shares; 2025Q2: 67,307 shares; 2025Q3: 64,956 shares; 2025Q4: 59,937 shares 59,937 $2.21M 0.42% -5,019 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: 10,738 shares; 2024Q4: 11,455 shares; 2025Q1: 25,183 shares; 2025Q2: 22,567 shares; 2025Q3: 6,684 shares; 2025Q4: 5,395 shares 5,395 $2.14M 0.4% -1,289 Timeline QUAL 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: 5,485 shares; 2025Q3: 11,012 shares; 2025Q4: 10,650 shares 10,650 $2.12M 0.4% -362 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: 67,077 shares; 2024Q4: 95,784 shares; 2025Q1: 30,983 shares; 2025Q2: 15,153 shares; 2025Q3: 23,192 shares; 2025Q4: 17,920 shares 17,920 $2.04M 0.38% -5,272 Timeline MPLX MPLX LP More: the full row for MPLX 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: 37,432 shares 37,432 $2M 0.38% new 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: 42,290 shares; 2025Q1: 17,970 shares; 2025Q2: 15,037 shares; 2025Q3: 15,695 shares; 2025Q4: 14,987 shares 14,987 $1.96M 0.37% -708 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,564 shares; 2025Q3: not reported; 2025Q4: 33,889 shares 33,889 $1.95M 0.37% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,284 shares; 2024Q4: 42,490 shares; 2025Q1: 62,215 shares; 2025Q2: 75,897 shares; 2025Q3: 74,638 shares; 2025Q4: 73,092 shares 73,092 $1.95M 0.37% -1,546 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,749 shares; 2024Q4: 50,065 shares; 2025Q1: 27,231 shares; 2025Q2: 40,171 shares; 2025Q3: 69,469 shares; 2025Q4: 69,346 shares 69,346 $1.82M 0.34% -123 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,622 shares; 2025Q3: 7,440 shares; 2025Q4: 7,149 shares 7,149 $1.79M 0.34% -291 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: 3,504 shares; 2024Q4: 4,960 shares; 2025Q1: 1,369 shares; 2025Q2: 2,081 shares; 2025Q3: 2,704 shares; 2025Q4: 3,090 shares 3,090 $1.77M 0.33% +386 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,137 shares 3,137 $1.76M 0.33% new 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: 953 shares; 2024Q4: 965 shares; 2025Q1: 1,775 shares; 2025Q2: 1,522 shares; 2025Q3: 1,445 shares; 2025Q4: 2,043 shares 2,043 $1.76M 0.33% +598 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: 4,558 shares; 2024Q4: 4,033 shares; 2025Q1: 3,845 shares; 2025Q2: 3,280 shares; 2025Q3: 2,937 shares; 2025Q4: 3,637 shares 3,637 $1.76M 0.33% +700 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,485 shares; 2025Q1: 1,486 shares; 2025Q2: 5,403 shares; 2025Q3: 5,439 shares; 2025Q4: 5,439 shares 5,439 $1.69M 0.32% 0 Timeline AOM 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: 20,573 shares; 2024Q4: 20,125 shares; 2025Q1: 34,243 shares; 2025Q2: 34,039 shares; 2025Q3: 32,635 shares; 2025Q4: 32,135 shares 32,135 $1.53M 0.29% -500 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: 3,651 shares; 2024Q4: 2,659 shares; 2025Q1: 2,759 shares; 2025Q2: 2,617 shares; 2025Q3: 2,616 shares; 2025Q4: 3,010 shares 3,010 $1.51M 0.29% +394 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: 20,108 shares; 2024Q4: 25,321 shares; 2025Q1: 13,584 shares; 2025Q2: 8,800 shares; 2025Q3: 7,099 shares; 2025Q4: 9,590 shares 9,590 $1.46M 0.28% +2,491 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,496 shares; 2024Q4: 25,369 shares; 2025Q1: 34,393 shares; 2025Q2: 48,328 shares; 2025Q3: 56,941 shares; 2025Q4: 45,158 shares 45,158 $1.45M 0.27% -11,783 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: 1,787 shares; 2024Q4: 1,933 shares; 2025Q1: 3,515 shares; 2025Q2: 5,977 shares; 2025Q3: 8,247 shares; 2025Q4: 2,186 shares 2,186 $1.44M 0.27% -6,061 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX 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: 2,548 shares; 2025Q3: 2,578 shares; 2025Q4: 3,139 shares 3,139 $1.42M 0.27% +561 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,949 shares; 2024Q4: 32,777 shares; 2025Q1: 8,476 shares; 2025Q2: 7,951 shares; 2025Q3: 73,792 shares; 2025Q4: 31,677 shares 31,677 $1.39M 0.26% -42,115 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: 60,531 shares; 2024Q4: 55,725 shares; 2025Q1: 53,246 shares; 2025Q2: 53,445 shares; 2025Q3: 43,153 shares; 2025Q4: 54,763 shares 54,763 $1.36M 0.26% +11,610 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,860 shares; 2025Q4: 20,172 shares 20,172 $1.34M 0.25% +5,312 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,527 shares; 2025Q1: 3,863 shares; 2025Q2: 4,090 shares; 2025Q3: 3,131 shares; 2025Q4: 3,724 shares 3,724 $1.34M 0.25% +593 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,225 shares; 2025Q1: 49,500 shares; 2025Q2: 39,173 shares; 2025Q3: 35,168 shares; 2025Q4: 48,575 shares 48,575 $1.34M 0.25% +13,407 Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,105 shares 51,105 $1.32M 0.25% 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: 18,448 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,323 shares; 2025Q3: 16,935 shares; 2025Q4: 16,635 shares 16,635 $1.28M 0.24% -300 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,457 shares; 2025Q2: 10,376 shares; 2025Q3: 11,903 shares; 2025Q4: 25,464 shares 25,464 $1.26M 0.24% +13,561 Timeline HYS 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: 4,326 shares; 2024Q4: 4,205 shares; 2025Q1: 42,589 shares; 2025Q2: 9,938 shares; 2025Q3: 11,451 shares; 2025Q4: 12,996 shares 12,996 $1.23M 0.23% +1,545 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: 3,613 shares; 2024Q4: 4,559 shares; 2025Q1: 4,852 shares; 2025Q2: 4,721 shares; 2025Q3: 4,440 shares; 2025Q4: 5,540 shares 5,540 $1.22M 0.23% +1,100 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,773 shares 20,773 $1.21M 0.23% new 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: 8,516 shares; 2024Q4: 8,506 shares; 2025Q1: 8,286 shares; 2025Q2: 8,051 shares; 2025Q3: 8,024 shares; 2025Q4: 8,020 shares 8,020 $1.19M 0.22% -4 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: not reported; 2024Q4: 7,003 shares; 2025Q1: 2,118 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,304 shares 8,304 $1.19M 0.22% new Timeline AOR 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: 13,154 shares; 2024Q4: 14,410 shares; 2025Q1: 16,079 shares; 2025Q2: 16,688 shares; 2025Q3: 17,405 shares; 2025Q4: 18,032 shares 18,032 $1.17M 0.22% +627 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: 3,049 shares; 2024Q4: 3,141 shares; 2025Q1: 1,903 shares; 2025Q2: 3,645 shares; 2025Q3: 3,382 shares; 2025Q4: 8,128 shares 8,128 $1.17M 0.22% +4,746 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE 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: 13,803 shares; 2025Q4: 18,526 shares 18,526 $1.14M 0.22% +4,723 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: 21,539 shares; 2024Q4: 24,642 shares; 2025Q1: 15,826 shares; 2025Q2: 2,785 shares; 2025Q3: 3,265 shares; 2025Q4: 3,074 shares 3,074 $1.14M 0.21% -191 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,703 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,942 shares 45,942 $1.11M 0.21% new Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,421 shares; 2024Q4: not reported; 2025Q1: 1,686 shares; 2025Q2: 1,713 shares; 2025Q3: 6,885 shares; 2025Q4: 13,934 shares 13,934 $1.11M 0.21% +7,049 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,772 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,867 shares 10,867 $1.1M 0.21% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,555 shares; 2024Q4: 27,224 shares; 2025Q1: 42,333 shares; 2025Q2: 22,926 shares; 2025Q3: 13,106 shares; 2025Q4: 24,298 shares 24,298 $1.09M 0.21% +11,192 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,925 shares; 2025Q4: 11,778 shares 11,778 $1.08M 0.2% +853 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,796 shares; 2025Q3: 9,798 shares; 2025Q4: 13,223 shares 13,223 $1.06M 0.2% +3,425 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: 2,350 shares; 2024Q4: 21,938 shares; 2025Q1: not reported; 2025Q2: 13,122 shares; 2025Q3: not reported; 2025Q4: 12,022 shares 12,022 $1.05M 0.2% new Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,562 shares 10,562 $1.05M 0.2% new Timeline LQDH 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: not reported; 2024Q4: 31,094 shares; 2025Q1: 412,838 shares; 2025Q2: 7,295 shares; 2025Q3: 9,131 shares; 2025Q4: 11,126 shares 11,126 $1.04M 0.2% +1,995 Timeline UAUG 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: 30,989 shares; 2024Q4: 30,870 shares; 2025Q1: 28,125 shares; 2025Q2: 27,368 shares; 2025Q3: 27,002 shares; 2025Q4: 25,854 shares 25,854 $1.03M 0.19% -1,148 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: 22,145 shares; 2024Q4: 20,829 shares; 2025Q1: 20,010 shares; 2025Q2: 1,515 shares; 2025Q3: 19,406 shares; 2025Q4: 1,511 shares 1,511 $1.03M 0.19% -17,895 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,050 shares; 2024Q4: 20,007 shares; 2025Q1: 18,178 shares; 2025Q2: 16,872 shares; 2025Q3: 16,349 shares; 2025Q4: 19,513 shares 19,513 $1.03M 0.19% +3,164 Timeline TLH 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: 10,576 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,175 shares; 2025Q3: not reported; 2025Q4: 10,034 shares 10,034 $1.02M 0.19% 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: 4,688 shares; 2024Q4: not reported; 2025Q1: 9,511 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,545 shares 6,545 $1.01M 0.19% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 3,738 shares; 2025Q1: 3,002 shares; 2025Q2: 3,180 shares; 2025Q3: 2,786 shares; 2025Q4: 3,083 shares 3,083 $1.01M 0.19% +297 Timeline VPC ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,203 shares; 2024Q4: 23,900 shares; 2025Q1: 30,103 shares; 2025Q2: 47,581 shares; 2025Q3: 58,590 shares; 2025Q4: 56,075 shares 56,075 $998K 0.19% -2,515 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,510 shares; 2025Q1: 1,243,495 shares; 2025Q2: 25,803 shares; 2025Q3: 31,974 shares; 2025Q4: 38,981 shares 38,981 $993K 0.19% +7,007 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: 2,433 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,305 shares; 2025Q4: 10,200 shares 10,200 $980K 0.18% -1,105 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,745 shares; 2024Q4: 14,444 shares; 2025Q1: 16,586 shares; 2025Q2: 16,365 shares; 2025Q3: 11,931 shares; 2025Q4: 9,989 shares 9,989 $977K 0.18% -1,942 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: 6,790 shares; 2024Q4: 8,344 shares; 2025Q1: 8,462 shares; 2025Q2: 7,933 shares; 2025Q3: 8,329 shares; 2025Q4: 8,106 shares 8,106 $976K 0.18% -223 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,398 shares; 2024Q4: 133,859 shares; 2025Q1: 165,583 shares; 2025Q2: 158,923 shares; 2025Q3: 124,750 shares; 2025Q4: 172,517 shares 172,517 $961K 0.18% +47,767 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,549 shares; 2024Q4: 10,392 shares; 2025Q1: 11,586 shares; 2025Q2: 16,867 shares; 2025Q3: 19,437 shares; 2025Q4: 15,872 shares 15,872 $959K 0.18% -3,565 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,839 shares; 2024Q4: 31,910 shares; 2025Q1: 34,860 shares; 2025Q2: 25,688 shares; 2025Q3: 19,705 shares; 2025Q4: 25,564 shares 25,564 $924K 0.17% +5,859 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: 7,334 shares; 2024Q4: 3,261 shares; 2025Q1: 2,939 shares; 2025Q2: 18,633 shares; 2025Q3: 2,840 shares; 2025Q4: 2,853 shares 2,853 $879K 0.17% +13 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,294 shares; 2025Q4: 11,565 shares 11,565 $877K 0.17% +271 Timeline IGLB 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: 139,151 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,796 shares; 2025Q4: 17,343 shares 17,343 $875K 0.17% +547 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,241 shares 12,241 $851K 0.16% new Timeline SPLB 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: 318,280 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,382 shares 37,382 $844K 0.16% new 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: 1,014 shares; 2024Q4: 3,613 shares; 2025Q1: 5,985 shares; 2025Q2: 4,028 shares; 2025Q3: 3,400 shares; 2025Q4: 3,411 shares 3,411 $840K 0.16% +11 Timeline XBIL 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: 595,699 shares; 2024Q4: 302,048 shares; 2025Q1: 15,868 shares; 2025Q2: 200,214 shares; 2025Q3: 15,898 shares; 2025Q4: 16,529 shares 16,529 $828K 0.16% +631 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: 1,238 shares; 2024Q4: 945 shares; 2025Q1: 935 shares; 2025Q2: 500 shares; 2025Q3: 492 shares; 2025Q4: 757 shares 757 $814K 0.15% +265 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: 7,048 shares; 2024Q4: 20,016 shares; 2025Q1: 39,222 shares; 2025Q2: 11,669 shares; 2025Q3: 13,893 shares; 2025Q4: 14,586 shares 14,586 $799K 0.15% +693 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL 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: 6,760 shares; 2025Q3: 12,978 shares; 2025Q4: 9,274 shares 9,274 $788K 0.15% -3,704 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: 4,989 shares; 2024Q4: 3,871 shares; 2025Q1: 3,944 shares; 2025Q2: 3,373 shares; 2025Q3: 2,396 shares; 2025Q4: 3,600 shares 3,600 $773K 0.15% +1,204 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,700 shares; 2024Q4: 23,991 shares; 2025Q1: 26,129 shares; 2025Q2: 25,276 shares; 2025Q3: 23,150 shares; 2025Q4: 17,874 shares 17,874 $765K 0.14% -5,276 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: not reported; 2024Q4: 9,052 shares; 2025Q1: 10,713 shares; 2025Q2: 9,510 shares; 2025Q3: 7,519 shares; 2025Q4: 11,453 shares 11,453 $756K 0.14% +3,934 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 1 shares; 2025Q3: 2 shares; 2025Q4: 1 shares 1 $755K 0.14% -1 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: 3,200 shares 3,200 $748K 0.14% 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: 1,066 shares; 2024Q4: 1,067 shares; 2025Q1: 1,015 shares; 2025Q2: 1,017 shares; 2025Q3: 1,119 shares; 2025Q4: 1,078 shares 1,078 $739K 0.14% -41 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,061 shares; 2024Q4: 187,525 shares; 2025Q1: 11,932 shares; 2025Q2: 112,383 shares; 2025Q3: 8,221 shares; 2025Q4: 8,058 shares 8,058 $736K 0.14% -163 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,296 shares 29,296 $731K 0.14% new 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: 3,213 shares; 2024Q4: 3,921 shares; 2025Q1: 1,952 shares; 2025Q2: 2,596 shares; 2025Q3: 9,908 shares; 2025Q4: 2,749 shares 2,749 $728K 0.14% -7,159 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: not reported; 2024Q4: not reported; 2025Q1: 40,745 shares; 2025Q2: 6,475 shares; 2025Q3: 8,297 shares; 2025Q4: 8,966 shares 8,966 $728K 0.14% +669 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 707 shares; 2025Q1: 1,115 shares; 2025Q2: 631 shares; 2025Q3: 624 shares; 2025Q4: 4,545 shares 4,545 $696K 0.13% +3,921 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,330 shares 8,330 $691K 0.13% new 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: 87,492 shares; 2024Q4: 103,399 shares; 2025Q1: not reported; 2025Q2: 10,602 shares; 2025Q3: 8,383 shares; 2025Q4: 10,298 shares 10,298 $663K 0.13% +1,915 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: 1,542 shares; 2024Q4: 4,316 shares; 2025Q1: 3,889 shares; 2025Q2: 2,771 shares; 2025Q3: 2,744 shares; 2025Q4: 5,422 shares 5,422 $648K 0.12% +2,678 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: 8,754 shares; 2024Q4: 12,364 shares; 2025Q1: 4,291 shares; 2025Q2: 3,569 shares; 2025Q3: 3,447 shares; 2025Q4: 3,750 shares 3,750 $642K 0.12% +303 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: 15,618 shares; 2024Q4: 15,424 shares; 2025Q1: 13,859 shares; 2025Q2: 13,739 shares; 2025Q3: 13,319 shares; 2025Q4: 12,873 shares 12,873 $638K 0.12% -446 Timeline PAUG 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: 17,443 shares; 2024Q4: 17,334 shares; 2025Q1: 15,876 shares; 2025Q2: 15,454 shares; 2025Q3: 15,208 shares; 2025Q4: 14,588 shares 14,588 $631K 0.12% -620 Timeline BDGS 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: 23,969 shares; 2024Q4: 26,736 shares; 2025Q1: 25,839 shares; 2025Q2: 20,601 shares; 2025Q3: 19,539 shares; 2025Q4: 17,770 shares 17,770 $616K 0.12% -1,769 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,818 shares; 2024Q4: 4,336 shares; 2025Q1: 4,216 shares; 2025Q2: 4,530 shares; 2025Q3: 8,364 shares; 2025Q4: 7,990 shares 7,990 $615K 0.12% -374 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,546 shares 6,546 $614K 0.12% new Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 39,647 shares 39,647 $595K 0.11% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,725 shares; 2025Q4: 11,249 shares 11,249 $594K 0.11% +1,524 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,229 shares; 2025Q4: 10,979 shares 10,979 $591K 0.11% +1,750 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,664 shares; 2025Q4: 8,047 shares 8,047 $576K 0.11% +5,383 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,480 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 512 shares; 2025Q4: 467 shares 467 $567K 0.11% -45 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,445 shares; 2024Q4: 5,423 shares; 2025Q1: 5,508 shares; 2025Q2: 5,496 shares; 2025Q3: 5,425 shares; 2025Q4: 5,507 shares 5,507 $519K 0.1% +82 Timeline UMAY 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: 14,320 shares; 2024Q4: 14,320 shares; 2025Q1: 14,030 shares; 2025Q2: 14,030 shares; 2025Q3: 14,030 shares; 2025Q4: 14,030 shares 14,030 $513K 0.1% 0 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: 7,986 shares; 2024Q4: 6,661 shares; 2025Q1: 6,841 shares; 2025Q2: 6,073 shares; 2025Q3: 5,449 shares; 2025Q4: 11,444 shares 11,444 $512K 0.1% +5,995 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,131 shares; 2024Q4: 13,131 shares; 2025Q1: 12,858 shares; 2025Q2: 12,858 shares; 2025Q3: 12,858 shares; 2025Q4: 12,858 shares 12,858 $509K 0.1% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,764 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,381 shares; 2025Q3: 3,175 shares; 2025Q4: 3,297 shares 3,297 $496K 0.09% +122 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: 5,661 shares; 2024Q4: 3,033 shares; 2025Q1: not reported; 2025Q2: 3,784 shares; 2025Q3: 4,457 shares; 2025Q4: 4,707 shares 4,707 $496K 0.09% +250 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,739 shares; 2025Q4: 9,734 shares 9,734 $484K 0.09% +2,995 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: 758 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 727 shares; 2025Q4: 737 shares 737 $482K 0.09% +10 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: 3,100 shares; 2024Q4: 3,108 shares; 2025Q1: 3,107 shares; 2025Q2: 3,101 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares 3,100 $476K 0.09% 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: not reported; 2025Q4: 21,024 shares 21,024 $472K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: 4,700 shares; 2025Q2: 14,020 shares; 2025Q3: 6,494 shares; 2025Q4: 4,525 shares 4,525 $452K 0.09% -1,969 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,746 shares; 2024Q4: 14,303 shares; 2025Q1: 13,589 shares; 2025Q2: 13,589 shares; 2025Q3: 13,270 shares; 2025Q4: 13,270 shares 13,270 $435K 0.08% 0 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: 744 shares; 2024Q4: 972 shares; 2025Q1: 1,612 shares; 2025Q2: 751 shares; 2025Q3: 1,738 shares; 2025Q4: 884 shares 884 $432K 0.08% -854 Timeline VTV 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: 2,045 shares; 2024Q4: 2,650 shares; 2025Q1: 3,886 shares; 2025Q2: 1,836 shares; 2025Q3: 4,002 shares; 2025Q4: 2,241 shares 2,241 $428K 0.08% -1,761 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 1,124 shares; 2025Q4: 771 shares 771 $427K 0.08% -353 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,437 shares; 2025Q4: 14,094 shares 14,094 $413K 0.08% +4,657 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,668 shares; 2024Q4: 12,176 shares; 2025Q1: 12,456 shares; 2025Q2: 14,035 shares; 2025Q3: 11,762 shares; 2025Q4: 11,402 shares 11,402 $405K 0.08% -360 Timeline PAPR 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: 10,811 shares; 2024Q4: 10,527 shares; 2025Q1: 10,527 shares; 2025Q2: 10,527 shares; 2025Q3: 10,384 shares; 2025Q4: 10,141 shares 10,141 $397K 0.07% -243 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: 4,252 shares; 2024Q4: 4,029 shares; 2025Q1: 4,279 shares; 2025Q2: 1,492 shares; 2025Q3: 1,510 shares; 2025Q4: 1,705 shares 1,705 $394K 0.07% +195 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON 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: 3,376 shares 3,376 $392K 0.07% new Timeline WCLD 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: 10,568 shares; 2024Q4: 11,191 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,635 shares; 2025Q4: 10,865 shares 10,865 $380K 0.07% +2,230 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: not reported; 2024Q4: not reported; 2025Q1: 4,785 shares; 2025Q2: 4,807 shares; 2025Q3: 4,859 shares; 2025Q4: 4,632 shares 4,632 $372K 0.07% -227 Timeline CRBU CARIBOU BIOSCIENCES INC More: the full row for CARIBOU BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,127 shares; 2024Q4: 163,789 shares; 2025Q1: 329,090 shares; 2025Q2: 409,562 shares; 2025Q3: 175,967 shares; 2025Q4: 231,799 shares 231,799 $369K 0.07% +55,832 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,758 shares 3,758 $355K 0.07% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,036 shares 3,036 $343K 0.06% new 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: 28,911 shares; 2024Q4: 25,840 shares; 2025Q1: 29,320 shares; 2025Q2: 25,756 shares; 2025Q3: 26,589 shares; 2025Q4: 18,958 shares 18,958 $335K 0.06% -7,631 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,396 shares; 2025Q2: 3,476 shares; 2025Q3: 3,444 shares; 2025Q4: 3,722 shares 3,722 $333K 0.06% +278 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,087 shares; 2025Q4: 8,005 shares 8,005 $330K 0.06% +1,918 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: 3,738 shares; 2024Q4: 4,034 shares; 2025Q1: 4,094 shares; 2025Q2: not reported; 2025Q3: 978 shares; 2025Q4: 1,036 shares 1,036 $324K 0.06% +58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 977 shares; 2025Q3: 1,020 shares; 2025Q4: 1,473 shares 1,473 $320K 0.06% +453 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: not reported; 2024Q4: not reported; 2025Q1: 16,754 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,104 shares 4,104 $319K 0.06% new Timeline DECM 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: 10,285 shares; 2025Q3: 10,285 shares; 2025Q4: 9,702 shares 9,702 $319K 0.06% -583 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: not reported; 2024Q4: not reported; 2025Q1: 32,023 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,427 shares 7,427 $317K 0.06% new Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,051 shares; 2024Q4: 46,490 shares; 2025Q1: 35,294 shares; 2025Q2: 2,790 shares; 2025Q3: 32,423 shares; 2025Q4: 5,265 shares 5,265 $305K 0.06% -27,158 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: 2,764 shares; 2024Q4: 2,764 shares; 2025Q1: 3,025 shares; 2025Q2: 2,765 shares; 2025Q3: 2,765 shares; 2025Q4: 1,687 shares 1,687 $304K 0.06% -1,078 Timeline AJAN 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: 10,490 shares; 2024Q4: 10,272 shares; 2025Q1: 10,272 shares; 2025Q2: 10,272 shares; 2025Q3: 10,272 shares; 2025Q4: 10,272 shares 10,272 $286K 0.05% 0 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: 2,712 shares; 2024Q4: 2,659 shares; 2025Q1: 3,229 shares; 2025Q2: not reported; 2025Q3: 927 shares; 2025Q4: 926 shares 926 $282K 0.05% -1 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,291 shares; 2024Q4: 5,291 shares; 2025Q1: 5,291 shares; 2025Q2: 5,291 shares; 2025Q3: 5,372 shares; 2025Q4: 5,372 shares 5,372 $282K 0.05% 0 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: 934 shares 934 $267K 0.05% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 671 shares; 2025Q3: 674 shares; 2025Q4: 676 shares 676 $263K 0.05% +2 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,114 shares; 2025Q3: 752 shares; 2025Q4: 764 shares 764 $256K 0.05% +12 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,063 shares; 2024Q4: 7,063 shares; 2025Q1: 7,063 shares; 2025Q2: 7,063 shares; 2025Q3: 7,063 shares; 2025Q4: 6,962 shares 6,962 $256K 0.05% -101 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: not reported; 2024Q4: not reported; 2025Q1: 1,545 shares; 2025Q2: not reported; 2025Q3: 1,639 shares; 2025Q4: 1,148 shares 1,148 $253K 0.05% -491 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,058 shares; 2025Q3: 8,058 shares; 2025Q4: 8,058 shares 8,058 $245K 0.05% 0 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: not reported; 2025Q1: 2,662 shares; 2025Q2: 2,441 shares; 2025Q3: 1,596 shares; 2025Q4: 1,601 shares 1,601 $243K 0.05% +5 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: 10,537 shares; 2024Q4: 12,609 shares; 2025Q1: 2,296 shares; 2025Q2: 2,364 shares; 2025Q3: 1,203 shares; 2025Q4: 1,262 shares 1,262 $242K 0.05% +59 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,907 shares; 2024Q4: 17,161 shares; 2025Q1: 6,829 shares; 2025Q2: 4,383 shares; 2025Q3: 8,137 shares; 2025Q4: 5,162 shares 5,162 $238K 0.04% -2,975 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 221 shares; 2025Q4: 221 shares 221 $236K 0.04% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,367 shares; 2025Q2: not reported; 2025Q3: 2,541 shares; 2025Q4: 2,696 shares 2,696 $236K 0.04% +155 Timeline PFEB 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: 5,944 shares; 2024Q4: 5,944 shares; 2025Q1: 5,816 shares; 2025Q2: 5,816 shares; 2025Q3: 5,816 shares; 2025Q4: 5,738 shares 5,738 $234K 0.04% -78 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,852 shares; 2025Q3: 1,908 shares; 2025Q4: 3,242 shares 3,242 $228K 0.04% +1,334 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,594 shares; 2024Q4: 7,594 shares; 2025Q1: 7,231 shares; 2025Q2: 7,207 shares; 2025Q3: 7,000 shares; 2025Q4: 5,705 shares 5,705 $228K 0.04% -1,295 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: 7,753 shares; 2025Q4: 8,185 shares 8,185 $222K 0.04% +432 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: 40,529 shares; 2024Q4: 63,517 shares; 2025Q1: 17,691 shares; 2025Q2: 16,160 shares; 2025Q3: 7,365 shares; 2025Q4: 5,405 shares 5,405 $220K 0.04% -1,960 Timeline OCTM 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: 6,733 shares 6,733 $220K 0.04% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 273 shares; 2025Q4: 250 shares 250 $220K 0.04% -23 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,066 shares; 2025Q4: 1,066 shares 1,066 $213K 0.04% 0 Timeline APOC 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: 8,099 shares 8,099 $212K 0.04% new Timeline OEF 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: 636 shares; 2025Q4: 609 shares 609 $209K 0.04% -27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,814 shares; 2025Q3: 2,153 shares; 2025Q4: 2,152 shares 2,152 $207K 0.04% -1 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,353 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,353 shares 5,353 $206K 0.04% new Timeline IHS IHS HOLDING LIMITED More: the full row for IHS HOLDING LIMITED 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: 21,000 shares 21,000 $157K 0.03% new 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: not reported; 2024Q4: 147,448 shares; 2025Q1: 228,658 shares; 2025Q2: 170,384 shares; 2025Q3: 141,353 shares; 2025Q4: 12,133 shares 12,133 $46K 0.01% -129,220 Timeline ACH ACCENDRA HEALTH INC More: the full row for ACCENDRA HEALTH 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: 12,000 shares 12,000 $33.6K 0.01% new Timeline