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: 13,009,769 shares; 2024Q4: 12,796,593 shares; 2025Q1: 11,793,715 shares; 2025Q2: 9,698,027 shares; 2025Q3: 9,705,329 shares; 2025Q4: 9,739,956 shares 9,739,956 $1.82B 17.93% +34,627 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,553,838 shares; 2024Q4: 8,424,859 shares; 2025Q1: 8,424,838 shares; 2025Q2: 8,424,838 shares; 2025Q3: 9,000,968 shares; 2025Q4: 9,012,737 shares 9,012,737 $1.3B 12.88% +11,769 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: 394,464 shares; 2024Q4: 1,645,066 shares; 2025Q1: 1,892,847 shares; 2025Q2: 2,459,406 shares; 2025Q3: 2,870,845 shares; 2025Q4: 3,355,334 shares 3,355,334 $1.05B 10.37% +484,489 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: 1,034,247 shares; 2024Q4: 1,161,814 shares; 2025Q1: 1,242,610 shares; 2025Q2: 1,247,572 shares; 2025Q3: 1,234,913 shares; 2025Q4: 1,482,724 shares 1,482,724 $1.02B 10.03% +247,811 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: 504,660 shares; 2024Q4: 507,399 shares; 2025Q1: 1,343,264 shares; 2025Q2: 1,433,659 shares; 2025Q3: 1,703,024 shares; 2025Q4: 1,570,417 shares 1,570,417 $544M 5.37% -132,607 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: 132,153 shares; 2024Q4: 126,390 shares; 2025Q1: 164,957 shares; 2025Q2: 470,846 shares; 2025Q3: 483,783 shares; 2025Q4: 509,785 shares 509,785 $320M 3.16% +26,002 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: 128,831 shares; 2024Q4: 140,528 shares; 2025Q1: 352,411 shares; 2025Q2: 615,424 shares; 2025Q3: 1,237,290 shares; 2025Q4: 1,246,825 shares 1,246,825 $288M 2.84% +9,535 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,387 shares; 2024Q4: 620,410 shares; 2025Q1: 658,771 shares; 2025Q2: 652,740 shares; 2025Q3: 652,811 shares; 2025Q4: 657,103 shares 657,103 $277M 2.74% +4,292 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: 166,087 shares; 2024Q4: 948,391 shares; 2025Q1: 1,007,106 shares; 2025Q2: 844,326 shares; 2025Q3: 845,573 shares; 2025Q4: 835,873 shares 835,873 $262M 2.59% -9,700 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274,446 shares; 2024Q4: 1,441,816 shares; 2025Q1: 1,844,864 shares; 2025Q2: 1,610,974 shares; 2025Q3: 1,437,683 shares; 2025Q4: 1,603,820 shares 1,603,820 $247M 2.44% +166,137 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: 26,409 shares; 2024Q4: 41,985 shares; 2025Q1: 41,031 shares; 2025Q2: 175,386 shares; 2025Q3: 465,076 shares; 2025Q4: 477,339 shares 477,339 $231M 2.28% +12,263 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: not reported; 2024Q4: 70,250 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 737,017 shares; 2025Q4: 762,439 shares 762,439 $163M 1.61% +25,422 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: 1,266,618 shares; 2024Q4: 1,363,953 shares; 2025Q1: 1,460,082 shares; 2025Q2: 1,522,617 shares; 2025Q3: 1,478,120 shares; 2025Q4: 1,726,862 shares 1,726,862 $154M 1.53% +248,742 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: 686,637 shares; 2024Q4: 879,798 shares; 2025Q1: 868,791 shares; 2025Q2: 939,288 shares; 2025Q3: 970,825 shares; 2025Q4: 1,524,821 shares 1,524,821 $152M 1.5% +553,996 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: 185,712 shares; 2024Q4: 188,632 shares; 2025Q1: 190,862 shares; 2025Q2: 167,485 shares; 2025Q3: 163,677 shares; 2025Q4: 169,929 shares 169,929 $116M 1.14% +6,252 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,203 shares; 2024Q4: 298,302 shares; 2025Q1: 293,556 shares; 2025Q2: 302,750 shares; 2025Q3: 297,426 shares; 2025Q4: 342,408 shares 342,408 $99.4M 0.98% +44,982 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: 206,792 shares; 2024Q4: 791,601 shares; 2025Q1: 252,653 shares; 2025Q2: 281,807 shares; 2025Q3: 282,256 shares; 2025Q4: 273,667 shares 273,667 $83.2M 0.82% -8,589 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: 237,316 shares; 2024Q4: 274,799 shares; 2025Q1: 272,323 shares; 2025Q2: 287,655 shares; 2025Q3: 266,696 shares; 2025Q4: 314,615 shares 314,615 $77.4M 0.76% +47,919 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: 563,632 shares; 2024Q4: 603,995 shares; 2025Q1: 674,939 shares; 2025Q2: 702,133 shares; 2025Q3: 814,760 shares; 2025Q4: 925,981 shares 925,981 $75.2M 0.74% +111,221 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763,669 shares; 2024Q4: 764,128 shares; 2025Q1: 791,764 shares; 2025Q2: 795,658 shares; 2025Q3: 771,251 shares; 2025Q4: 1,093,363 shares 1,093,363 $73.5M 0.73% +322,112 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850,000 shares; 2024Q4: 3,606,361 shares; 2025Q1: 2,450,000 shares; 2025Q2: 2,450,000 shares; 2025Q3: 2,550,000 shares; 2025Q4: 4,492,000 shares 4,492,000 $67.1M 0.66% +1,942,000 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,473 shares; 2024Q4: 509,591 shares; 2025Q1: 470,212 shares; 2025Q2: 469,815 shares; 2025Q3: 468,764 shares; 2025Q4: 479,639 shares 479,639 $65.1M 0.64% +10,875 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563,262 shares; 2024Q4: 641,883 shares; 2025Q1: 667,322 shares; 2025Q2: 731,206 shares; 2025Q3: 734,092 shares; 2025Q4: 823,682 shares 823,682 $64.9M 0.64% +89,590 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,368 shares; 2024Q4: 301,545 shares; 2025Q1: 313,315 shares; 2025Q2: 314,193 shares; 2025Q3: 331,715 shares; 2025Q4: 344,447 shares 344,447 $64M 0.63% +12,732 Timeline HYG 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: 519,054 shares; 2024Q4: 623,540 shares; 2025Q1: 656,173 shares; 2025Q2: 674,045 shares; 2025Q3: 682,852 shares; 2025Q4: 743,623 shares 743,623 $60M 0.59% +60,771 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,777 shares; 2024Q4: 686,777 shares; 2025Q1: 686,049 shares; 2025Q2: 686,049 shares; 2025Q3: 694,226 shares; 2025Q4: 677,666 shares 677,666 $54.9M 0.54% -16,560 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 6,285 shares; 2025Q1: 3,782 shares; 2025Q2: 3,786 shares; 2025Q3: 3,794 shares; 2025Q4: 40,695 shares 40,695 $54.1M 0.53% +36,901 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485,565 shares; 2024Q4: 485,572 shares; 2025Q1: 485,565 shares; 2025Q2: 385,565 shares; 2025Q3: 386,002 shares; 2025Q4: 385,927 shares 385,927 $49.2M 0.49% -75 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: 146,646 shares; 2024Q4: 151,976 shares; 2025Q1: 166,062 shares; 2025Q2: 135,928 shares; 2025Q3: 132,907 shares; 2025Q4: 135,611 shares 135,611 $45.5M 0.45% +2,704 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 346,404 shares; 2025Q4: 2,338,259 shares 2,338,259 $39.1M 0.39% +1,991,855 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,634 shares; 2024Q4: 476,634 shares; 2025Q1: 476,634 shares; 2025Q2: 476,634 shares; 2025Q3: 476,634 shares; 2025Q4: 476,634 shares 476,634 $38.2M 0.38% 0 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: 73,257 shares; 2024Q4: 106,120 shares; 2025Q1: 99,918 shares; 2025Q2: 99,891 shares; 2025Q3: 100,441 shares; 2025Q4: 99,616 shares 99,616 $32.9M 0.32% -825 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: 61,311 shares; 2024Q4: 81,235 shares; 2025Q1: 76,681 shares; 2025Q2: 61,639 shares; 2025Q3: 66,926 shares; 2025Q4: 119,782 shares 119,782 $32.6M 0.32% +52,856 Timeline JIRE 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: 331,464 shares; 2024Q4: 329,692 shares; 2025Q1: 340,050 shares; 2025Q2: 325,485 shares; 2025Q3: 311,707 shares; 2025Q4: 366,523 shares 366,523 $27.4M 0.27% +54,816 Timeline ICF 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: 301,012 shares; 2024Q4: 320,784 shares; 2025Q1: 334,084 shares; 2025Q2: 330,674 shares; 2025Q3: 412,247 shares; 2025Q4: 429,117 shares 429,117 $25.6M 0.25% +16,870 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: 5,915 shares; 2024Q4: 10,032 shares; 2025Q1: 101,722 shares; 2025Q2: 101,722 shares; 2025Q3: 101,722 shares; 2025Q4: 101,993 shares 101,993 $22.4M 0.22% +271 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 113,096 shares; 2025Q1: 113,078 shares; 2025Q2: 113,080 shares; 2025Q3: 113,296 shares; 2025Q4: 113,917 shares 113,917 $21M 0.21% +621 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,113 shares; 2024Q4: 531,238 shares; 2025Q1: 520,238 shares; 2025Q2: 630,472 shares; 2025Q3: 880,472 shares; 2025Q4: 880,472 shares 880,472 $20.8M 0.21% 0 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,126 shares; 2024Q4: 250,126 shares; 2025Q1: 173,126 shares; 2025Q2: 281,200 shares; 2025Q3: 173,126 shares; 2025Q4: 309,126 shares 309,126 $19.7M 0.19% +136,000 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: 191,638 shares; 2024Q4: 191,709 shares; 2025Q1: 195,244 shares; 2025Q2: 180,816 shares; 2025Q3: 196,016 shares; 2025Q4: 202,771 shares 202,771 $19.5M 0.19% +6,755 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,981 shares; 2024Q4: 269,981 shares; 2025Q1: 269,981 shares; 2025Q2: 264,656 shares; 2025Q3: 257,340 shares; 2025Q4: 257,340 shares 257,340 $19.4M 0.19% 0 Timeline SUSL 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: 156,176 shares 156,176 $18.9M 0.19% new 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: 2,245 shares; 2024Q4: 1,447 shares; 2025Q1: 9,416 shares; 2025Q2: 16,368 shares; 2025Q3: 18,463 shares; 2025Q4: 40,883 shares 40,883 $18.4M 0.18% +22,420 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,993 shares; 2025Q1: 43,993 shares; 2025Q2: 43,993 shares; 2025Q3: 43,993 shares; 2025Q4: 46,688 shares 46,688 $17.5M 0.17% +2,695 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,617 shares; 2024Q4: 220,617 shares; 2025Q1: 220,617 shares; 2025Q2: 220,617 shares; 2025Q3: 221,025 shares; 2025Q4: 221,025 shares 221,025 $16M 0.16% 0 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: 29,059 shares; 2024Q4: 30,025 shares; 2025Q1: 30,025 shares; 2025Q2: 17,435 shares; 2025Q3: 17,006 shares; 2025Q4: 25,351 shares 25,351 $15.6M 0.15% +8,345 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: 14,675 shares; 2024Q4: 20,217 shares; 2025Q1: 16,244 shares; 2025Q2: 17,102 shares; 2025Q3: 16,764 shares; 2025Q4: 22,858 shares 22,858 $15.1M 0.15% +6,094 Timeline BND 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: 98,138 shares; 2024Q4: 98,138 shares; 2025Q1: 98,138 shares; 2025Q2: 98,138 shares; 2025Q3: 98,138 shares; 2025Q4: 201,759 shares 201,759 $14.9M 0.15% +103,621 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,640 shares; 2025Q1: 68,448 shares; 2025Q2: 78,314 shares; 2025Q3: 64,330 shares; 2025Q4: 65,336 shares 65,336 $14.8M 0.15% +1,006 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200,000 shares 200,000 $14.6M 0.14% new Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,556 shares; 2024Q4: 231,556 shares; 2025Q1: 231,556 shares; 2025Q2: 231,556 shares; 2025Q3: 231,556 shares; 2025Q4: 231,556 shares 231,556 $14.5M 0.14% 0 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: 134,264 shares; 2025Q1: 134,264 shares; 2025Q2: 76,925 shares; 2025Q3: 77,002 shares; 2025Q4: 126,420 shares 126,420 $14.3M 0.14% +49,418 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS 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: 168,000 shares 168,000 $13.4M 0.13% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,481 shares; 2024Q4: 212,482 shares; 2025Q1: 162,874 shares; 2025Q2: 171,889 shares; 2025Q3: 76,511 shares; 2025Q4: 96,130 shares 96,130 $12.4M 0.12% +19,619 Timeline JPRE 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: 158,016 shares; 2024Q4: 175,454 shares; 2025Q1: 187,810 shares; 2025Q2: 208,339 shares; 2025Q3: 225,015 shares; 2025Q4: 263,846 shares 263,846 $12.3M 0.12% +38,831 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: 86,604 shares; 2024Q4: 86,646 shares; 2025Q1: 86,604 shares; 2025Q2: 86,804 shares; 2025Q3: 80,722 shares; 2025Q4: 83,373 shares 83,373 $12M 0.12% +2,651 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: 144,102 shares; 2024Q4: 151,304 shares; 2025Q1: 139,910 shares; 2025Q2: 133,136 shares; 2025Q3: 193,130 shares; 2025Q4: 189,223 shares 189,223 $11.8M 0.12% -3,907 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: 21,920 shares; 2024Q4: 21,911 shares; 2025Q1: 41,892 shares; 2025Q2: 60,892 shares; 2025Q3: 60,882 shares; 2025Q4: 60,872 shares 60,872 $11.7M 0.12% -10 Timeline HG HAMILTON INSURANCE GROUP LTD More: the full row for HAMILTON INSURANCE GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 854,170 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 410,351 shares 410,351 $11.4M 0.11% new 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: 31,161 shares; 2025Q1: 44,529 shares; 2025Q2: 156,689 shares; 2025Q3: 167,981 shares; 2025Q4: 229,449 shares 229,449 $11.4M 0.11% +61,468 Timeline APPN APPIAN CORP More: the full row for APPIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,682 shares; 2024Q4: 281,682 shares; 2025Q1: 281,682 shares; 2025Q2: 281,682 shares; 2025Q3: 281,682 shares; 2025Q4: 299,532 shares 299,532 $10.6M 0.1% +17,850 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: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 13 shares; 2025Q4: 14 shares 14 $10.6M 0.1% +1 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,262 shares; 2024Q4: 145,262 shares; 2025Q1: 145,262 shares; 2025Q2: 145,262 shares; 2025Q3: 145,685 shares; 2025Q4: 218,527 shares 218,527 $10M 0.1% +72,842 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: 188,004 shares; 2024Q4: 168,776 shares; 2025Q1: 213,640 shares; 2025Q2: 194,594 shares; 2025Q3: 194,403 shares; 2025Q4: 188,895 shares 188,895 $9.03M 0.09% -5,508 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,231 shares; 2024Q4: 147,874 shares; 2025Q1: 154,151 shares; 2025Q2: 147,916 shares; 2025Q3: 140,017 shares; 2025Q4: 136,413 shares 136,413 $9M 0.09% -3,604 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: 18,635 shares; 2024Q4: 18,356 shares; 2025Q1: 19,968 shares; 2025Q2: 19,968 shares; 2025Q3: 22,354 shares; 2025Q4: 22,554 shares 22,554 $8.94M 0.09% +200 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,427 shares; 2024Q4: 6,982 shares; 2025Q1: 213,677 shares; 2025Q2: 213,617 shares; 2025Q3: 234,960 shares; 2025Q4: 45,294 shares 45,294 $8.83M 0.09% -189,666 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,186 shares; 2024Q4: 21,486 shares; 2025Q1: 21,486 shares; 2025Q2: 22,971 shares; 2025Q3: 22,971 shares; 2025Q4: 57,995 shares 57,995 $8.5M 0.08% +35,024 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242,421 shares; 2024Q4: 1,242,421 shares; 2025Q1: 1,242,421 shares; 2025Q2: 867,421 shares; 2025Q3: 867,421 shares; 2025Q4: 433,721 shares 433,721 $8.4M 0.08% -433,700 Timeline ETON ETON PHARMACEUTICALS INC More: the full row for ETON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,112 shares; 2024Q4: 492,112 shares; 2025Q1: 492,112 shares; 2025Q2: 492,112 shares; 2025Q3: 492,112 shares; 2025Q4: 492,112 shares 492,112 $8.32M 0.08% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,050 shares; 2024Q4: 162,866 shares; 2025Q1: 101,279 shares; 2025Q2: 100,422 shares; 2025Q3: 101,310 shares; 2025Q4: 82,389 shares 82,389 $8.23M 0.08% -18,921 Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 563,293 shares 563,293 $7.88M 0.08% 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: 54,669 shares; 2024Q4: 53,646 shares; 2025Q1: 57,062 shares; 2025Q2: 50,461 shares; 2025Q3: 46,008 shares; 2025Q4: 52,856 shares 52,856 $7.86M 0.08% +6,848 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852,921 shares; 2024Q4: 852,921 shares; 2025Q1: 852,921 shares; 2025Q2: 852,921 shares; 2025Q3: 852,921 shares; 2025Q4: 852,921 shares 852,921 $7.86M 0.08% 0 Timeline CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,200 shares; 2024Q4: 103,200 shares; 2025Q1: 103,200 shares; 2025Q2: 103,200 shares; 2025Q3: 103,200 shares; 2025Q4: 103,200 shares 103,200 $7.55M 0.07% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,642 shares; 2024Q4: 8,642 shares; 2025Q1: 31,642 shares; 2025Q2: 31,642 shares; 2025Q3: 31,642 shares; 2025Q4: 47,824 shares 47,824 $7.47M 0.07% +16,182 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: not reported; 2024Q4: not reported; 2025Q1: 34,040 shares; 2025Q2: 24,550 shares; 2025Q3: 41,031 shares; 2025Q4: 41,903 shares 41,903 $7.45M 0.07% +872 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: 12,924 shares; 2024Q4: 17,166 shares; 2025Q1: 12,849 shares; 2025Q2: 14,870 shares; 2025Q3: 15,805 shares; 2025Q4: 23,032 shares 23,032 $7.42M 0.07% +7,227 Timeline SHY 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: 66,480 shares; 2024Q4: 105,728 shares; 2025Q1: 89,293 shares; 2025Q2: 86,255 shares; 2025Q3: 86,307 shares; 2025Q4: 88,560 shares 88,560 $7.33M 0.07% +2,253 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,931 shares; 2024Q4: 62,931 shares; 2025Q1: 62,931 shares; 2025Q2: 62,931 shares; 2025Q3: 62,931 shares; 2025Q4: 62,931 shares 62,931 $7.15M 0.07% 0 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: 6,751 shares; 2025Q1: 5,701 shares; 2025Q2: 8,672 shares; 2025Q3: 8,068 shares; 2025Q4: 8,103 shares 8,103 $7.12M 0.07% +35 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,500 shares; 2025Q1: 54,500 shares; 2025Q2: 35,250 shares; 2025Q3: 28,500 shares; 2025Q4: 42,700 shares 42,700 $7.1M 0.07% +14,200 Timeline CVGW CALAVO GROWERS INC More: the full row for CALAVO GROWERS 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: 225,000 shares; 2025Q4: 325,000 shares 325,000 $7.07M 0.07% +100,000 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,101 shares; 2024Q4: 12,101 shares; 2025Q1: 41,408 shares; 2025Q2: 41,408 shares; 2025Q3: 41,604 shares; 2025Q4: 43,228 shares 43,228 $6.99M 0.07% +1,624 Timeline CRBN 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: 31,975 shares; 2024Q4: 31,846 shares; 2025Q1: 26,268 shares; 2025Q2: 36,387 shares; 2025Q3: 24,986 shares; 2025Q4: 29,935 shares 29,935 $6.9M 0.07% +4,949 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: 18,883 shares; 2024Q4: 17,317 shares; 2025Q1: 11,899 shares; 2025Q2: 11,804 shares; 2025Q3: 12,472 shares; 2025Q4: 13,466 shares 13,466 $6.77M 0.07% +994 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,655 shares; 2024Q4: 67,655 shares; 2025Q1: 67,655 shares; 2025Q2: 67,655 shares; 2025Q3: 67,655 shares; 2025Q4: 67,655 shares 67,655 $6.68M 0.07% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,494 shares; 2024Q4: 24,759 shares; 2025Q1: 16,917 shares; 2025Q2: 16,774 shares; 2025Q3: 22,990 shares; 2025Q4: 18,821 shares 18,821 $6.6M 0.07% -4,169 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,430 shares; 2024Q4: 12,442 shares; 2025Q1: 12,430 shares; 2025Q2: 12,439 shares; 2025Q3: 12,481 shares; 2025Q4: 12,481 shares 12,481 $6.38M 0.06% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,698 shares; 2024Q4: 46,871 shares; 2025Q1: 32,029 shares; 2025Q2: 31,822 shares; 2025Q3: 32,059 shares; 2025Q4: 26,035 shares 26,035 $6.31M 0.06% -6,024 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,508 shares; 2024Q4: 43,126 shares; 2025Q1: 76,826 shares; 2025Q2: 76,826 shares; 2025Q3: 77,161 shares; 2025Q4: 82,361 shares 82,361 $6.06M 0.06% +5,200 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,464 shares; 2024Q4: 106,244 shares; 2025Q1: 45,427 shares; 2025Q2: 45,047 shares; 2025Q3: 45,385 shares; 2025Q4: 37,440 shares 37,440 $6.06M 0.06% -7,945 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118,233 shares 118,233 $5.94M 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,657 shares 91,657 $5.9M 0.06% 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: not reported; 2024Q4: 24,051 shares; 2025Q1: 24,051 shares; 2025Q2: 24,889 shares; 2025Q3: 25,762 shares; 2025Q4: 37,864 shares 37,864 $5.77M 0.06% +12,102 Timeline AIQ 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: 92,939 shares; 2024Q4: 78,590 shares; 2025Q1: 100,422 shares; 2025Q2: 89,840 shares; 2025Q3: 120,672 shares; 2025Q4: 112,495 shares 112,495 $5.72M 0.06% -8,177 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,815 shares; 2024Q4: 123,815 shares; 2025Q1: 123,815 shares; 2025Q2: 118,363 shares; 2025Q3: 118,363 shares; 2025Q4: 113,384 shares 113,384 $5.51M 0.05% -4,979 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: 35,622 shares; 2024Q4: 22,927 shares; 2025Q1: 22,927 shares; 2025Q2: 23,635 shares; 2025Q3: 22,556 shares; 2025Q4: 24,744 shares 24,744 $5.12M 0.05% +2,188 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,191 shares; 2024Q4: 30,200 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $4.98M 0.05% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,614 shares 61,614 $4.89M 0.05% new Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,000 shares; 2024Q4: 300,000 shares; 2025Q1: 870,000 shares; 2025Q2: 870,000 shares; 2025Q3: 300,000 shares; 2025Q4: 300,000 shares 300,000 $4.87M 0.05% 0 Timeline ESGU 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: 31,704 shares; 2024Q4: 31,704 shares; 2025Q1: 31,704 shares; 2025Q2: 31,704 shares; 2025Q3: 31,704 shares; 2025Q4: 31,999 shares 31,999 $4.77M 0.05% +295 Timeline AVADEL PHARMACEUTICALS AVADEL PHARMACEUTICALS More: the full row for AVADEL PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,296 shares; 2024Q4: 219,296 shares; 2025Q1: 219,296 shares; 2025Q2: 219,296 shares; 2025Q3: 219,296 shares; 2025Q4: 219,296 shares 219,296 $4.73M 0.05% 0 LINE LINEAGE INC More: the full row for LINEAGE 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: 131,295 shares; 2025Q3: 132,295 shares; 2025Q4: 133,628 shares 133,628 $4.68M 0.05% +1,333 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,299 shares; 2024Q4: 5,538 shares; 2025Q1: 5,965 shares; 2025Q2: 5,441 shares; 2025Q3: 5,441 shares; 2025Q4: 9,771 shares 9,771 $4.62M 0.05% +4,330 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: 2,379 shares; 2024Q4: 4,792 shares; 2025Q1: 4,775 shares; 2025Q2: 4,779 shares; 2025Q3: 4,966 shares; 2025Q4: 5,251 shares 5,251 $4.53M 0.04% +285 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,794 shares; 2024Q4: 16,907 shares; 2025Q1: 16,907 shares; 2025Q2: 16,907 shares; 2025Q3: 17,035 shares; 2025Q4: 32,856 shares 32,856 $4.47M 0.04% +15,821 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 158,204 shares; 2025Q1: 158,204 shares; 2025Q2: 158,204 shares; 2025Q3: 158,204 shares; 2025Q4: 158,204 shares 158,204 $4.4M 0.04% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 17,149 shares 17,149 $4.34M 0.04% +16,249 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,087 shares; 2024Q4: 100,096 shares; 2025Q1: 100,087 shares; 2025Q2: 100,087 shares; 2025Q3: 100,087 shares; 2025Q4: 100,087 shares 100,087 $4.33M 0.04% 0 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: 22,268 shares; 2024Q4: 22,352 shares; 2025Q1: 22,440 shares; 2025Q2: 22,440 shares; 2025Q3: 22,520 shares; 2025Q4: 22,673 shares 22,673 $4.33M 0.04% +153 Timeline ACWI 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: 30,329 shares; 2025Q2: 30,329 shares; 2025Q3: 30,329 shares; 2025Q4: 30,329 shares 30,329 $4.29M 0.04% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,798 shares; 2024Q4: 33,798 shares; 2025Q1: 33,798 shares; 2025Q2: 35,068 shares; 2025Q3: 35,508 shares; 2025Q4: 35,663 shares 35,663 $4.29M 0.04% +155 Timeline ABX ABACUS GLOBAL MGMT INC More: the full row for ABACUS GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 625,000 shares; 2025Q1: 625,000 shares; 2025Q2: 625,000 shares; 2025Q3: 625,000 shares; 2025Q4: 500,000 shares 500,000 $4.28M 0.04% -125,000 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 3,139 shares; 2025Q1: 3,082 shares; 2025Q2: 3,089 shares; 2025Q3: 3,410 shares; 2025Q4: 15,872 shares 15,872 $4.26M 0.04% +12,462 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: 8,562 shares; 2024Q4: 8,922 shares; 2025Q1: 8,577 shares; 2025Q2: 8,577 shares; 2025Q3: 8,583 shares; 2025Q4: 8,589 shares 8,589 $4.19M 0.04% +6 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,870 shares; 2024Q4: 99,568 shares; 2025Q1: 58,526 shares; 2025Q2: 57,853 shares; 2025Q3: 57,853 shares; 2025Q4: 41,474 shares 41,474 $4.09M 0.04% -16,379 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,563 shares 8,563 $4M 0.04% new Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,654 shares; 2025Q1: 28,654 shares; 2025Q2: 29,225 shares; 2025Q3: 29,225 shares; 2025Q4: 21,832 shares 21,832 $3.98M 0.04% -7,393 Timeline DVAX DYNAVAX TECHNOLOGIES CORP More: the full row for DYNAVAX TECHNOLOGIES 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: 200,000 shares; 2025Q3: 530,160 shares; 2025Q4: 254,734 shares 254,734 $3.92M 0.04% -275,426 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: 47,198 shares; 2024Q4: 47,198 shares; 2025Q1: 47,198 shares; 2025Q2: 47,198 shares; 2025Q3: 47,452 shares; 2025Q4: 44,037 shares 44,037 $3.86M 0.04% -3,415 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,764 shares; 2025Q3: 27,019 shares; 2025Q4: 23,928 shares 23,928 $3.83M 0.04% -3,091 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,953 shares; 2024Q4: 41,953 shares; 2025Q1: 44,350 shares; 2025Q2: 42,594 shares; 2025Q3: 42,594 shares; 2025Q4: 30,838 shares 30,838 $3.8M 0.04% -11,756 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,387 shares; 2025Q3: 48,387 shares; 2025Q4: 48,387 shares 48,387 $3.72M 0.04% 0 Timeline IREN IREN LIMITED More: the full row for IREN 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: 110,401 shares; 2025Q4: 98,231 shares 98,231 $3.71M 0.04% -12,170 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,925 shares; 2024Q4: 5,941 shares; 2025Q1: 6,656 shares; 2025Q2: 5,925 shares; 2025Q3: 5,925 shares; 2025Q4: 17,376 shares 17,376 $3.65M 0.04% +11,451 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: 54,440 shares; 2024Q4: 54,440 shares; 2025Q1: 54,440 shares; 2025Q2: 54,440 shares; 2025Q3: 54,440 shares; 2025Q4: 54,647 shares 54,647 $3.56M 0.04% +207 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,419 shares; 2024Q4: 16,419 shares; 2025Q1: 17,172 shares; 2025Q2: 16,419 shares; 2025Q3: 16,419 shares; 2025Q4: 16,753 shares 16,753 $3.55M 0.04% +334 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: 5,841 shares; 2024Q4: 5,305 shares; 2025Q1: 5,305 shares; 2025Q2: 5,306 shares; 2025Q3: 5,305 shares; 2025Q4: 24,524 shares 24,524 $3.53M 0.03% +19,219 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,032 shares; 2024Q4: 108,032 shares; 2025Q1: 108,000 shares; 2025Q2: 108,000 shares; 2025Q3: 108,000 shares; 2025Q4: 108,000 shares 108,000 $3.46M 0.03% 0 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,337 shares; 2024Q4: 76,572 shares; 2025Q1: 76,572 shares; 2025Q2: 76,572 shares; 2025Q3: 76,572 shares; 2025Q4: 76,572 shares 76,572 $3.38M 0.03% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,830 shares 20,830 $3.34M 0.03% new Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,752 shares; 2025Q2: 4,662 shares; 2025Q3: 3,472 shares; 2025Q4: 36,861 shares 36,861 $3.29M 0.03% +33,389 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: 4,620 shares; 2024Q4: 6,458 shares; 2025Q1: 6,345 shares; 2025Q2: 6,843 shares; 2025Q3: 7,656 shares; 2025Q4: 9,378 shares 9,378 $3.29M 0.03% +1,722 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: 13,288 shares; 2024Q4: 13,794 shares; 2025Q1: 13,288 shares; 2025Q2: 13,422 shares; 2025Q3: 15,022 shares; 2025Q4: 27,314 shares 27,314 $3.29M 0.03% +12,292 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,474 shares; 2024Q4: 67,474 shares; 2025Q1: 67,474 shares; 2025Q2: 67,474 shares; 2025Q3: 67,474 shares; 2025Q4: 67,474 shares 67,474 $3.25M 0.03% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,902 shares; 2024Q4: 8,862 shares; 2025Q1: 8,862 shares; 2025Q2: 8,862 shares; 2025Q3: 8,918 shares; 2025Q4: 10,004 shares 10,004 $3.24M 0.03% +1,086 Timeline SLNO SOLENO THERAPEUTICS INC More: the full row for SOLENO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,545 shares 69,545 $3.22M 0.03% new Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,210 shares; 2025Q1: 4,058 shares; 2025Q2: 19,804 shares; 2025Q3: 19,947 shares; 2025Q4: 24,340 shares 24,340 $3.21M 0.03% +4,393 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,354 shares; 2024Q4: 12,354 shares; 2025Q1: 12,354 shares; 2025Q2: 12,354 shares; 2025Q3: 12,354 shares; 2025Q4: 44,062 shares 44,062 $3.2M 0.03% +31,708 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest 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: 100,000 shares; 2025Q4: 146,000 shares 146,000 $3.17M 0.03% +46,000 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,028 shares; 2025Q3: 3,191 shares; 2025Q4: 14,041 shares 14,041 $3.08M 0.03% +10,850 Timeline BKLN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 143,061 shares; 2025Q3: 143,061 shares; 2025Q4: 143,061 shares 143,061 $3M 0.03% 0 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,257 shares; 2024Q4: 13,222 shares; 2025Q1: 8,961 shares; 2025Q2: 8,885 shares; 2025Q3: 8,885 shares; 2025Q4: 6,729 shares 6,729 $2.98M 0.03% -2,156 Timeline FXI 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: 68,379 shares; 2025Q3: 71,078 shares; 2025Q4: 74,588 shares 74,588 $2.86M 0.03% +3,510 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 244,131 shares; 2025Q4: 246,646 shares 246,646 $2.83M 0.03% +2,515 Timeline VTWG 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: 11,911 shares; 2025Q4: 11,911 shares 11,911 $2.81M 0.03% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,129 shares; 2024Q4: 96,129 shares; 2025Q1: 67,629 shares; 2025Q2: 67,629 shares; 2025Q3: 67,629 shares; 2025Q4: 67,629 shares 67,629 $2.79M 0.03% 0 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 19,687 shares; 2025Q2: 17,812 shares; 2025Q3: 15,937 shares; 2025Q4: 29,062 shares 29,062 $2.76M 0.03% +13,125 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,435 shares; 2024Q4: 30,435 shares; 2025Q1: 30,435 shares; 2025Q2: 30,435 shares; 2025Q3: 30,435 shares; 2025Q4: 30,435 shares 30,435 $2.72M 0.03% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,884 shares; 2024Q4: 10,823 shares; 2025Q1: 13,118 shares; 2025Q2: 12,972 shares; 2025Q3: 13,138 shares; 2025Q4: 12,773 shares 12,773 $2.67M 0.03% -365 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: 2,572 shares; 2024Q4: 4,572 shares; 2025Q1: 4,572 shares; 2025Q2: 5,757 shares; 2025Q3: 5,757 shares; 2025Q4: 15,584 shares 15,584 $2.67M 0.03% +9,827 Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 149,975 shares; 2025Q1: 149,975 shares; 2025Q2: 149,975 shares; 2025Q3: 149,975 shares; 2025Q4: 149,975 shares 149,975 $2.65M 0.03% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,602 shares 31,602 $2.64M 0.03% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,244 shares 20,244 $2.58M 0.03% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,929 shares; 2024Q4: 99,386 shares; 2025Q1: 113,188 shares; 2025Q2: 110,262 shares; 2025Q3: not reported; 2025Q4: 31,871 shares 31,871 $2.57M 0.03% new Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,019 shares; 2024Q4: 124,019 shares; 2025Q1: 124,019 shares; 2025Q2: 124,019 shares; 2025Q3: 124,019 shares; 2025Q4: 124,019 shares 124,019 $2.57M 0.03% 0 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,585 shares; 2024Q4: 26,585 shares; 2025Q1: 26,585 shares; 2025Q2: 16,285 shares; 2025Q3: 16,285 shares; 2025Q4: 26,852 shares 26,852 $2.5M 0.02% +10,567 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 3,210 shares; 2025Q1: 3,210 shares; 2025Q2: 1,201 shares; 2025Q3: 1,223 shares; 2025Q4: 1,227 shares 1,227 $2.47M 0.02% +4 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,894 shares; 2024Q4: 13,894 shares; 2025Q1: 12,609 shares; 2025Q2: 12,609 shares; 2025Q3: 12,609 shares; 2025Q4: 30,876 shares 30,876 $2.46M 0.02% +18,267 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,387 shares 53,387 $2.4M 0.02% new Timeline XMTR XOMETRY INC More: the full row for XOMETRY 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: 40,266 shares; 2025Q2: 40,266 shares; 2025Q3: 60,399 shares; 2025Q4: 40,266 shares 40,266 $2.39M 0.02% -20,133 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: 25,081 shares; 2024Q4: 26,502 shares; 2025Q1: 24,081 shares; 2025Q2: 24,125 shares; 2025Q3: 25,400 shares; 2025Q4: 25,510 shares 25,510 $2.38M 0.02% +110 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,385 shares; 2025Q4: 14,398 shares 14,398 $2.33M 0.02% +13 Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,000 shares; 2024Q4: 245,000 shares; 2025Q1: 245,000 shares; 2025Q2: 245,000 shares; 2025Q3: 245,000 shares; 2025Q4: 245,000 shares 245,000 $2.22M 0.02% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,013 shares; 2024Q4: 106,013 shares; 2025Q1: 106,013 shares; 2025Q2: 106,013 shares; 2025Q3: 106,013 shares; 2025Q4: 106,013 shares 106,013 $2.15M 0.02% 0 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000 $2.15M 0.02% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,656 shares; 2024Q4: 16,656 shares; 2025Q1: 16,656 shares; 2025Q2: 16,656 shares; 2025Q3: 16,797 shares; 2025Q4: 16,811 shares 16,811 $2.12M 0.02% +14 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,926 shares; 2024Q4: 18,926 shares; 2025Q1: 18,926 shares; 2025Q2: 18,926 shares; 2025Q3: 18,926 shares; 2025Q4: 27,919 shares 27,919 $2.05M 0.02% +8,993 Timeline HGTY HAGERTY INC More: the full row for HAGERTY 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: 150,000 shares 150,000 $2.02M 0.02% new 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: 2,530 shares; 2024Q4: 2,538 shares; 2025Q1: 2,530 shares; 2025Q2: 2,994 shares; 2025Q3: 2,530 shares; 2025Q4: 2,670 shares 2,670 $2.01M 0.02% +140 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS 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: 59,720 shares 59,720 $1.88M 0.02% new Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,450 shares; 2024Q4: not reported; 2025Q1: 165,186 shares; 2025Q2: 115,834 shares; 2025Q3: 60,186 shares; 2025Q4: 57,250 shares 57,250 $1.86M 0.02% -2,936 Timeline KOD KODIAK SCIENCES INC More: the full row for KODIAK SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,720 shares; 2024Q4: 37,720 shares; 2025Q1: 37,720 shares; 2025Q2: 37,720 shares; 2025Q3: 37,720 shares; 2025Q4: 66,398 shares 66,398 $1.86M 0.02% +28,678 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: 10,433 shares; 2024Q4: 35,284 shares; 2025Q1: 10,433 shares; 2025Q2: 12,508 shares; 2025Q3: 13,432 shares; 2025Q4: 17,533 shares 17,533 $1.85M 0.02% +4,101 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: 9,663 shares; 2024Q4: 8,812 shares; 2025Q1: 8,800 shares; 2025Q2: 8,800 shares; 2025Q3: 8,800 shares; 2025Q4: 14,537 shares 14,537 $1.77M 0.02% +5,737 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: not reported; 2024Q4: 18,630 shares; 2025Q1: 18,150 shares; 2025Q2: 20,590 shares; 2025Q3: 21,680 shares; 2025Q4: 21,725 shares 21,725 $1.74M 0.02% +45 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: 30,409 shares; 2024Q4: 30,409 shares; 2025Q1: 30,409 shares; 2025Q2: 30,409 shares; 2025Q3: 30,409 shares; 2025Q4: 30,409 shares 30,409 $1.74M 0.02% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,189 shares; 2024Q4: 22,575 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 1,597 shares 1,597 $1.71M 0.02% +1,347 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: 5,649 shares; 2024Q4: 5,649 shares; 2025Q1: 5,649 shares; 2025Q2: 5,649 shares; 2025Q3: 5,649 shares; 2025Q4: 5,649 shares 5,649 $1.7M 0.02% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 2,750 shares; 2025Q1: 3,119 shares; 2025Q2: 4,093 shares; 2025Q3: 4,855 shares; 2025Q4: 7,250 shares 7,250 $1.66M 0.02% +2,395 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: 4,866 shares; 2024Q4: 7,766 shares; 2025Q1: 7,324 shares; 2025Q2: 8,559 shares; 2025Q3: 9,344 shares; 2025Q4: 12,812 shares 12,812 $1.61M 0.02% +3,468 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,302 shares 16,302 $1.58M 0.02% new Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,438 shares; 2025Q1: 9,438 shares; 2025Q2: 9,438 shares; 2025Q3: 9,438 shares; 2025Q4: 9,438 shares 9,438 $1.58M 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: 1,946 shares; 2025Q3: 2,842 shares; 2025Q4: 10,837 shares 10,837 $1.55M 0.02% +7,995 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: 642 shares; 2024Q4: 991 shares; 2025Q1: 1,302 shares; 2025Q2: 965 shares; 2025Q3: 1,519 shares; 2025Q4: 1,401 shares 1,401 $1.51M 0.01% -118 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,140 shares; 2025Q4: 20,940 shares 20,940 $1.46M 0.01% +17,800 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: 7,908 shares; 2024Q4: 14,931 shares; 2025Q1: 14,931 shares; 2025Q2: 14,683 shares; 2025Q3: 14,683 shares; 2025Q4: 31,520 shares 31,520 $1.41M 0.01% +16,837 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS 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: 37,436 shares 37,436 $1.4M 0.01% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,065 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,020 shares 6,020 $1.36M 0.01% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,400 shares; 2025Q2: 22,650 shares; 2025Q3: 20,226 shares; 2025Q4: 23,681 shares 23,681 $1.35M 0.01% +3,455 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: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $1.33M 0.01% 0 Timeline EOLS EVOLUS INC More: the full row for EVOLUS 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: 200,000 shares; 2025Q3: 200,000 shares; 2025Q4: 200,000 shares 200,000 $1.33M 0.01% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,863 shares; 2024Q4: 9,863 shares; 2025Q1: 9,863 shares; 2025Q2: 9,863 shares; 2025Q3: 9,863 shares; 2025Q4: 19,208 shares 19,208 $1.3M 0.01% +9,345 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 960 shares; 2025Q3: 1,276 shares; 2025Q4: 4,244 shares 4,244 $1.3M 0.01% +2,968 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $1.27M 0.01% 0 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,923 shares 13,923 $1.25M 0.01% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R 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: 17,620 shares 17,620 $1.24M 0.01% 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: 5,679 shares; 2024Q4: 8,908 shares; 2025Q1: 8,908 shares; 2025Q2: 14,259 shares; 2025Q3: 15,724 shares; 2025Q4: 15,902 shares 15,902 $1.22M 0.01% +178 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,595 shares 4,595 $1.22M 0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $1.2M 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,466 shares; 2024Q4: 9,466 shares; 2025Q1: 9,466 shares; 2025Q2: 9,466 shares; 2025Q3: 9,466 shares; 2025Q4: 8,522 shares 8,522 $1.2M 0.01% -944 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,811 shares; 2024Q4: 27,231 shares; 2025Q1: 26,347 shares; 2025Q2: 16,652 shares; 2025Q3: 15,652 shares; 2025Q4: 16,429 shares 16,429 $1.2M 0.01% +777 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,117 shares 5,117 $1.18M 0.01% 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: 5,079 shares; 2024Q4: 4,959 shares; 2025Q1: 4,959 shares; 2025Q2: 4,959 shares; 2025Q3: 4,959 shares; 2025Q4: 7,535 shares 7,535 $1.17M 0.01% +2,576 Timeline TSAT TELESAT CORP More: the full row for TELESAT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares 40,000 $1.16M 0.01% 0 Timeline VB 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: 5,098 shares; 2024Q4: 5,114 shares; 2025Q1: 5,098 shares; 2025Q2: 4,953 shares; 2025Q3: 4,863 shares; 2025Q4: 4,474 shares 4,474 $1.15M 0.01% -389 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE 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: 21,922 shares; 2025Q4: 19,565 shares 19,565 $1.15M 0.01% -2,357 Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,722 shares; 2024Q4: 115,722 shares; 2025Q1: 112,681 shares; 2025Q2: 112,641 shares; 2025Q3: 112,641 shares; 2025Q4: 112,641 shares 112,641 $1.15M 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,431 shares; 2024Q4: 10,431 shares; 2025Q1: 10,431 shares; 2025Q2: 10,431 shares; 2025Q3: 10,431 shares; 2025Q4: 8,324 shares 8,324 $1.14M 0.01% -2,107 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,709 shares; 2025Q4: 4,709 shares 4,709 $1.14M 0.01% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,632 shares; 2024Q4: 10,632 shares; 2025Q1: 10,632 shares; 2025Q2: 10,632 shares; 2025Q3: 10,632 shares; 2025Q4: 19,250 shares 19,250 $1.12M 0.01% +8,618 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 151 shares 151 $1.1M 0.01% +1 Timeline ITT ITT INC More: the full row for ITT 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: 6,299 shares 6,299 $1.09M 0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,271 shares 5,271 $1.07M 0.01% new Timeline VHI VALHI INC NEW More: the full row for VALHI INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,717 shares; 2024Q4: 87,717 shares; 2025Q1: 87,717 shares; 2025Q2: 87,717 shares; 2025Q3: 87,717 shares; 2025Q4: 87,717 shares 87,717 $1.06M 0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,194 shares; 2024Q4: 9,201 shares; 2025Q1: 9,201 shares; 2025Q2: 9,201 shares; 2025Q3: 9,201 shares; 2025Q4: 9,201 shares 9,201 $1.01M 0.01% 0 Timeline INDIVIOR PLC INDIVIOR PLC More: the full row for INDIVIOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,840 shares 27,840 $999K 0.01% new 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: 765 shares; 2024Q4: 1,164 shares; 2025Q1: 1,111 shares; 2025Q2: 774 shares; 2025Q3: 943 shares; 2025Q4: 10,471 shares 10,471 $982K 0.01% +9,528 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,264 shares; 2025Q3: 3,267 shares; 2025Q4: 3,267 shares 3,267 $966K 0.01% 0 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,485 shares 9,485 $956K 0.01% new 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: 52,029 shares; 2024Q4: 52,029 shares; 2025Q1: 52,029 shares; 2025Q2: 52,029 shares; 2025Q3: 52,029 shares; 2025Q4: 52,029 shares 52,029 $948K 0.01% 0 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM 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: 51,964 shares 51,964 $924K 0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,722 shares 12,722 $924K 0.01% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,992 shares; 2024Q4: 12,492 shares; 2025Q1: 12,492 shares; 2025Q2: 18,175 shares; 2025Q3: 14,442 shares; 2025Q4: 17,142 shares 17,142 $922K 0.01% +2,700 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 436 shares; 2025Q4: 1,733 shares 1,733 $906K 0.01% +1,297 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: 12,899 shares; 2024Q4: 14,076 shares; 2025Q1: 13,614 shares; 2025Q2: 13,420 shares; 2025Q3: 9,534 shares; 2025Q4: 10,290 shares 10,290 $897K 0.01% +756 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,389 shares; 2024Q4: 12,389 shares; 2025Q1: 12,389 shares; 2025Q2: 12,389 shares; 2025Q3: 12,389 shares; 2025Q4: 12,889 shares 12,889 $881K 0.01% +500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,409 shares 3,409 $877K 0.01% new Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,702 shares; 2024Q4: 7,702 shares; 2025Q1: 7,702 shares; 2025Q2: 7,702 shares; 2025Q3: 7,702 shares; 2025Q4: 7,702 shares 7,702 $855K 0.01% 0 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: not reported; 2025Q3: not reported; 2025Q4: 14,538 shares 14,538 $838K 0.01% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,664 shares; 2024Q4: 15,190 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,259 shares 9,259 $819K 0.01% new Timeline VCIT 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: 9,757 shares; 2024Q4: 9,757 shares; 2025Q1: 9,757 shares; 2025Q2: 9,757 shares; 2025Q3: 9,757 shares; 2025Q4: 9,757 shares 9,757 $817K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,406 shares; 2024Q4: 2,406 shares; 2025Q1: 2,406 shares; 2025Q2: 2,406 shares; 2025Q3: 2,406 shares; 2025Q4: 2,497 shares 2,497 $807K 0.01% +91 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,663 shares; 2024Q4: 48,663 shares; 2025Q1: 33,021 shares; 2025Q2: 33,827 shares; 2025Q3: 33,827 shares; 2025Q4: 27,437 shares 27,437 $796K 0.01% -6,390 Timeline GLIBK LIBERTY CAP CORP More: the full row for LIBERTY CAP 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: 23,671 shares; 2025Q4: 21,325 shares 21,325 $794K 0.01% -2,346 Timeline CRGO FREIGHTOS LTD More: the full row for FREIGHTOS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,000 shares; 2024Q4: 400,000 shares; 2025Q1: 400,000 shares; 2025Q2: 400,000 shares; 2025Q3: 379,910 shares; 2025Q4: 340,000 shares 340,000 $775K 0.01% -39,910 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,139 shares; 2024Q4: 4,139 shares; 2025Q1: 4,139 shares; 2025Q2: 4,139 shares; 2025Q3: 4,139 shares; 2025Q4: 4,139 shares 4,139 $750K 0.01% 0 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 4,862 shares 4,862 $746K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,173 shares 20,173 $731K 0.01% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,155 shares 5,155 $727K 0.01% 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: 15,740 shares; 2024Q4: 15,813 shares; 2025Q1: 15,813 shares; 2025Q2: 15,854 shares; 2025Q3: 15,854 shares; 2025Q4: 12,915 shares 12,915 $707K 0.01% -2,939 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,580 shares 7,580 $700K 0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 34,874 shares; 2025Q1: 34,324 shares; 2025Q2: 42,324 shares; 2025Q3: 42,324 shares; 2025Q4: 42,324 shares 42,324 $698K 0.01% 0 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,809 shares; 2024Q4: 13,397 shares; 2025Q1: 12,279 shares; 2025Q2: 11,904 shares; 2025Q3: 10,767 shares; 2025Q4: 13,821 shares 13,821 $674K 0.01% +3,054 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: 4,044 shares; 2024Q4: 4,044 shares; 2025Q1: 4,044 shares; 2025Q2: 5,669 shares; 2025Q3: 5,962 shares; 2025Q4: 5,962 shares 5,962 $673K 0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,694 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,992 shares 6,992 $672K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,976 shares 11,976 $656K 0.01% new Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,912 shares; 2024Q4: 28,912 shares; 2025Q1: 28,912 shares; 2025Q2: 28,912 shares; 2025Q3: 28,912 shares; 2025Q4: 28,912 shares 28,912 $646K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,898 shares 6,898 $646K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,872 shares 11,872 $639K 0.01% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,187 shares; 2024Q4: not reported; 2025Q1: 5,187 shares; 2025Q2: 9,358 shares; 2025Q3: 9,358 shares; 2025Q4: 7,358 shares 7,358 $631K 0.01% -2,000 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,553 shares; 2024Q4: 23,732 shares; 2025Q1: 23,785 shares; 2025Q2: 23,445 shares; 2025Q3: 11,941 shares; 2025Q4: 12,467 shares 12,467 $627K 0.01% +526 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: 1,645 shares; 2025Q3: 1,645 shares; 2025Q4: 3,095 shares 3,095 $615K 0.01% +1,450 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,270 shares; 2024Q4: 6,270 shares; 2025Q1: 6,270 shares; 2025Q2: 6,270 shares; 2025Q3: 6,270 shares; 2025Q4: 6,258 shares 6,258 $605K 0.01% -12 Timeline DSMC 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: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 14,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 17,000 shares 17,000 $603K 0.01% +2,000 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO 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: 18,300 shares 18,300 $594K 0.01% new 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: 6,994 shares; 2024Q4: 7,032 shares; 2025Q1: 7,067 shares; 2025Q2: 7,101 shares; 2025Q3: 8,015 shares; 2025Q4: 8,051 shares 8,051 $592K 0.01% +36 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,748 shares; 2024Q4: 31,445 shares; 2025Q1: 28,947 shares; 2025Q2: 28,091 shares; 2025Q3: 25,455 shares; 2025Q4: 29,620 shares 29,620 $578K 0.01% +4,165 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 6,685 shares; 2025Q3: 6,685 shares; 2025Q4: 6,685 shares 6,685 $576K 0.01% 0 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: 5,444 shares; 2024Q4: 5,444 shares; 2025Q1: 5,444 shares; 2025Q2: 5,444 shares; 2025Q3: 5,444 shares; 2025Q4: 5,444 shares 5,444 $567K 0.01% 0 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,616 shares; 2025Q4: 38,146 shares 38,146 $563K 0.01% -13,470 Timeline CB CHUBB LIMITED More: the full row for CHUBB 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: 1,801 shares 1,801 $562K 0.01% new Timeline DEI DOUGLAS EMMETT INC More: the full row for DOUGLAS EMMETT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000 $550K 0.01% 0 Timeline IQLT 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: 7,720 shares; 2025Q2: 7,720 shares; 2025Q3: 7,720 shares; 2025Q4: 12,000 shares 12,000 $545K 0.01% +4,280 Timeline NRDS NERDWALLET INC More: the full row for NERDWALLET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares 40,000 $542K 0.01% 0 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,498 shares; 2025Q4: 21,179 shares 21,179 $540K 0.01% +681 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,153 shares 1,153 $540K 0.01% new 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: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,118 shares 1,118 $537K 0.01% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,571 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,293 shares; 2025Q4: 4,801 shares 4,801 $535K 0.01% +1,508 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,868 shares; 2025Q3: 7,051 shares; 2025Q4: 9,687 shares 9,687 $533K 0.01% +2,636 Timeline FA FIRST ADVANTAGE CORP NEW More: the full row for FIRST ADVANTAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,484 shares; 2025Q2: 36,484 shares; 2025Q3: 36,484 shares; 2025Q4: 36,484 shares 36,484 $530K 0.01% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,233 shares; 2024Q4: 8,233 shares; 2025Q1: 8,233 shares; 2025Q2: 8,233 shares; 2025Q3: 8,233 shares; 2025Q4: 8,233 shares 8,233 $527K 0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,500 shares 7,500 $521K 0.01% new Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,526 shares; 2025Q4: 4,526 shares 4,526 $513K 0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,624 shares; 2024Q4: 3,624 shares; 2025Q1: 3,624 shares; 2025Q2: 3,610 shares; 2025Q3: 3,610 shares; 2025Q4: 3,610 shares 3,610 $511K 0.01% 0 Timeline IBTL 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: 24,606 shares; 2025Q4: 24,606 shares 24,606 $505K <0.01% 0 Timeline IBTH 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: 22,261 shares; 2025Q4: 22,261 shares 22,261 $500K <0.01% 0 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,460 shares; 2024Q4: 9,460 shares; 2025Q1: 14,456 shares; 2025Q2: 14,456 shares; 2025Q3: 14,456 shares; 2025Q4: 15,380 shares 15,380 $499K <0.01% +924 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,137 shares 13,137 $496K <0.01% new Timeline YEXT YEXT INC More: the full row for YEXT 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: 59,312 shares 59,312 $478K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,557 shares 3,557 $459K <0.01% 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: 1,046 shares; 2024Q4: 1,053 shares; 2025Q1: 1,060 shares; 2025Q2: 1,074 shares; 2025Q3: 1,359 shares; 2025Q4: 1,366 shares 1,366 $447K <0.01% +7 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: not reported; 2025Q3: not reported; 2025Q4: 681 shares 681 $445K <0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 460 shares; 2025Q3: 478 shares; 2025Q4: 498 shares 498 $438K <0.01% +20 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 548 shares; 2025Q4: 762 shares 762 $435K <0.01% +214 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $433K <0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,343 shares; 2024Q4: 3,343 shares; 2025Q1: 3,343 shares; 2025Q2: 3,343 shares; 2025Q3: 4,682 shares; 2025Q4: 4,682 shares 4,682 $430K <0.01% 0 Timeline ACWX 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: 6,331 shares 6,331 $425K <0.01% new Timeline CMBT CMB.TECH NV More: the full row for CMB.TECH 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: 23,766 shares; 2025Q4: 43,598 shares 43,598 $421K <0.01% +19,832 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 833 shares; 2025Q4: 1,213 shares 1,213 $417K <0.01% +380 Timeline NMM NAVIOS MARITIME PARTNERS LP More: the full row for NAVIOS MARITIME PARTNERS 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: 7,956 shares; 2025Q4: 7,956 shares 7,956 $417K <0.01% 0 Timeline ERTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: 5,903 shares; 2025Q1: 6,166 shares; 2025Q2: 6,217 shares; 2025Q3: 6,888 shares; 2025Q4: 8,627 shares 8,627 $407K <0.01% +1,739 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,884 shares; 2024Q4: 7,884 shares; 2025Q1: 7,884 shares; 2025Q2: 7,884 shares; 2025Q3: 4,780 shares; 2025Q4: 4,780 shares 4,780 $399K <0.01% 0 Timeline VGIT 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: 4,246 shares; 2025Q1: 4,246 shares; 2025Q2: 4,246 shares; 2025Q3: 4,246 shares; 2025Q4: 6,594 shares 6,594 $395K <0.01% +2,348 Timeline DEC DIVERSIFIED ENERGY CO More: the full row for DIVERSIFIED ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,129 shares 27,129 $393K <0.01% new Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,453 shares; 2024Q4: 4,453 shares; 2025Q1: 4,453 shares; 2025Q2: 4,453 shares; 2025Q3: 4,453 shares; 2025Q4: 4,453 shares 4,453 $393K <0.01% 0 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,378 shares 1,378 $392K <0.01% new Timeline KSA 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: 10,699 shares 10,699 $390K <0.01% new Timeline ICLN 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: 20,095 shares; 2025Q3: 22,186 shares; 2025Q4: 23,593 shares 23,593 $388K <0.01% +1,407 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,947 shares; 2024Q4: 23,344 shares; 2025Q1: 23,118 shares; 2025Q2: 22,881 shares; 2025Q3: 8,961 shares; 2025Q4: 7,314 shares 7,314 $387K <0.01% -1,647 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY 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: 10,000 shares; 2025Q4: 10,000 shares 10,000 $386K <0.01% 0 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,693 shares 10,693 $386K <0.01% new Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,600 shares 7,600 $384K <0.01% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,214 shares; 2025Q1: 1,013 shares; 2025Q2: 1,026 shares; 2025Q3: 1,166 shares; 2025Q4: 1,201 shares 1,201 $383K <0.01% +35 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,530 shares; 2025Q4: 6,328 shares 6,328 $380K <0.01% +2,798 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: 14,875 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,270 shares 3,270 $372K <0.01% new Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,795 shares 10,795 $371K <0.01% new Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,743 shares 6,743 $364K <0.01% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 621 shares 621 $356K <0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest 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: 2,055 shares 2,055 $350K <0.01% 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: not reported; 2025Q4: 1,866 shares 1,866 $342K <0.01% new Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,369 shares; 2025Q4: 43,143 shares 43,143 $337K <0.01% +24,774 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,565 shares 2,565 $336K <0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,893 shares; 2025Q3: 2,036 shares; 2025Q4: 2,036 shares 2,036 $332K <0.01% 0 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: 1,423 shares; 2024Q4: 1,423 shares; 2025Q1: 1,423 shares; 2025Q2: 1,423 shares; 2025Q3: 940 shares; 2025Q4: 940 shares 940 $329K <0.01% 0 Timeline MBB 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: 3,448 shares 3,448 $328K <0.01% new Timeline USIG 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: 6,335 shares 6,335 $328K <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: 1,904 shares 1,904 $326K <0.01% new Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,436 shares; 2024Q4: 2,452 shares; 2025Q1: 2,471 shares; 2025Q2: 2,490 shares; 2025Q3: 2,509 shares; 2025Q4: 2,528 shares 2,528 $320K <0.01% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,349 shares; 2025Q4: 2,299 shares 2,299 $317K <0.01% -50 Timeline ARGT 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: 3,147 shares; 2025Q2: 3,147 shares; 2025Q3: 3,147 shares; 2025Q4: 3,464 shares 3,464 $317K <0.01% +317 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,037 shares 2,037 $316K <0.01% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,057 shares; 2025Q4: 996 shares 996 $307K <0.01% -61 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,298 shares; 2024Q4: 3,298 shares; 2025Q1: 3,298 shares; 2025Q2: 3,298 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares 3,550 $306K <0.01% 0 Timeline FSFG FIRST SAVINGS FINANCIAL GRP More: the full row for FIRST SAVINGS FINANCIAL GRP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,358 shares 9,358 $298K <0.01% new Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,277 shares 2,277 $296K <0.01% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,582 shares; 2025Q4: 2,582 shares 2,582 $294K <0.01% 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: 1,012 shares 1,012 $289K <0.01% new 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: 221 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 295 shares; 2025Q4: 1,880 shares 1,880 $288K <0.01% +1,585 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,715 shares 6,715 $287K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,549 shares 9,549 $285K <0.01% new Timeline TEN TSAKOS ENERGY NAVIGATION LTD More: the full row for TSAKOS ENERGY NAVIGATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,691 shares; 2025Q4: 12,691 shares 12,691 $285K <0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,736 shares; 2024Q4: 7,636 shares; 2025Q1: 7,636 shares; 2025Q2: 5,136 shares; 2025Q3: 2,096 shares; 2025Q4: 1,233 shares 1,233 $275K <0.01% -863 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,345 shares; 2025Q4: 7,345 shares 7,345 $273K <0.01% 0 Timeline CZWI CITIZENS CMNTY BANCORP INC M More: the full row for CITIZENS CMNTY BANCORP INC M Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,211 shares 15,211 $271K <0.01% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 257 shares; 2025Q4: 247 shares 247 $264K <0.01% -10 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,057 shares 6,057 $264K <0.01% new Timeline NUAI NEW ERA ENERGY & DIGITAL INC More: the full row for NEW ERA ENERGY & 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: not reported; 2025Q4: 88,300 shares 88,300 $259K <0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS 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: 885 shares; 2025Q3: 1,046 shares; 2025Q4: 1,046 shares 1,046 $258K <0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest 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: 5,214 shares; 2025Q4: 5,499 shares 5,499 $255K <0.01% +285 Timeline VGSH 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: 4,285 shares; 2025Q1: 4,285 shares; 2025Q2: 4,285 shares; 2025Q3: 4,285 shares; 2025Q4: 4,285 shares 4,285 $252K <0.01% 0 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,264 shares 4,264 $251K <0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 467 shares; 2025Q1: 455 shares; 2025Q2: 460 shares; 2025Q3: 578 shares; 2025Q4: 378 shares 378 $250K <0.01% -200 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 940 shares; 2025Q1: 940 shares; 2025Q2: 945 shares; 2025Q3: 940 shares; 2025Q4: 857 shares 857 $249K <0.01% -83 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,881 shares 4,881 $248K <0.01% new Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: not reported; 2025Q1: 2,331 shares; 2025Q2: 2,331 shares; 2025Q3: 2,331 shares; 2025Q4: 1,331 shares 1,331 $248K <0.01% -1,000 Timeline INDA 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: 30,980 shares; 2024Q4: 17,303 shares; 2025Q1: 17,874 shares; 2025Q2: 8,206 shares; 2025Q3: 4,421 shares; 2025Q4: 4,471 shares 4,471 $242K <0.01% +50 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,666 shares; 2025Q3: 1,816 shares; 2025Q4: 1,816 shares 1,816 $241K <0.01% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,448 shares; 2025Q3: 12,448 shares; 2025Q4: 12,448 shares 12,448 $241K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,664 shares; 2025Q4: 6,713 shares 6,713 $233K <0.01% +49 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest 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: 10,000 shares 10,000 $232K <0.01% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,334 shares 2,334 $232K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,940 shares 1,940 $232K <0.01% new Timeline XBP XBP GLOBAL HOLDINGS INC More: the full row for XBP GLOBAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,740 shares 33,740 $230K <0.01% new Timeline XLC 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,926 shares 1,926 $227K <0.01% new Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,715 shares 2,715 $226K <0.01% new Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,077 shares; 2025Q4: 16,077 shares 16,077 $226K <0.01% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,590 shares 4,590 $225K <0.01% new Timeline SMIN 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: 2,740 shares; 2025Q3: not reported; 2025Q4: 3,164 shares 3,164 $221K <0.01% new Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,758 shares; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 5,525 shares; 2025Q4: 6,225 shares 6,225 $221K <0.01% +700 Timeline SRRK SCHOLAR ROCK HLDG CORP More: the full row for SCHOLAR ROCK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares 5,000 $220K <0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,700 shares 2,700 $216K <0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 856 shares 856 $211K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,483 shares 8,483 $211K <0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,559 shares 1,559 $211K <0.01% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,671 shares; 2025Q4: 1,684 shares 1,684 $210K <0.01% +13 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest 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: 361 shares 361 $210K <0.01% new Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,792 shares; 2024Q4: 8,792 shares; 2025Q1: 8,792 shares; 2025Q2: 8,792 shares; 2025Q3: 8,792 shares; 2025Q4: 8,792 shares 8,792 $206K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,196 shares 4,196 $206K <0.01% new Timeline AAUC ALLIED GOLD CORP More: the full row for ALLIED GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,893 shares 8,893 $203K <0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,543 shares; 2025Q4: 2,113 shares 2,113 $203K <0.01% -430 Timeline MGYR MAGYAR BANCORP INC More: the full row for MAGYAR BANCORP 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: 10,350 shares 10,350 $179K <0.01% new Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,097 shares; 2025Q2: not reported; 2025Q3: 13,294 shares; 2025Q4: 13,294 shares 13,294 $173K <0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,815 shares 13,815 $162K <0.01% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,520 shares; 2024Q4: 11,520 shares; 2025Q1: 18,116 shares; 2025Q2: 18,116 shares; 2025Q3: 18,116 shares; 2025Q4: 11,728 shares 11,728 $159K <0.01% -6,388 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,545 shares; 2024Q4: 76,185 shares; 2025Q1: 18,385 shares; 2025Q2: 18,385 shares; 2025Q3: 18,385 shares; 2025Q4: 11,645 shares 11,645 $145K <0.01% -6,740 Timeline SB SAFE BULKERS INC More: the full row for SAFE BULKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,849 shares; 2024Q4: 63,849 shares; 2025Q1: 30,954 shares; 2025Q2: 28,657 shares; 2025Q3: 28,657 shares; 2025Q4: 28,657 shares 28,657 $138K <0.01% 0 Timeline FATE FATE THERAPEUTICS INC More: the full row for FATE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,000 shares; 2024Q4: 125,000 shares; 2025Q1: 125,000 shares; 2025Q2: 125,000 shares; 2025Q3: 125,000 shares; 2025Q4: 125,000 shares 125,000 $123K <0.01% 0 Timeline PEB PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL 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: 10,000 shares; 2025Q4: 10,000 shares 10,000 $113K <0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,679 shares 24,679 $102K <0.01% new Timeline WU WESTERN UN CO More: the full row for WESTERN UN 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $93.1K <0.01% 0 Timeline GENVR GEN DIGITAL INC More: the full row for GEN 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: 17,377 shares; 2025Q3: 17,377 shares; 2025Q4: 17,377 shares 17,377 $76.6K <0.01% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,110 shares; 2025Q4: 10,110 shares 10,110 $74K <0.01% 0 Timeline VOXR VOX ROYALTY CORP More: the full row for VOX ROYALTY 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: 11,257 shares 11,257 $53.4K <0.01% new Timeline SMRT SMARTRENT INC More: the full row for SMARTRENT 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: 18,748 shares 18,748 $37.9K <0.01% new Timeline