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: 245,899 shares; 2024Q4: 257,545 shares; 2025Q1: 259,096 shares; 2025Q2: 270,890 shares; 2025Q3: 265,295 shares; 2025Q4: 270,276 shares 270,276 $50.4M 7.83% +4,981 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: not reported; 2024Q4: 81,096 shares; 2025Q1: 81,566 shares; 2025Q2: 79,336 shares; 2025Q3: 83,611 shares; 2025Q4: 94,008 shares 94,008 $25.6M 3.97% +10,397 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: 75,166 shares; 2024Q4: 76,863 shares; 2025Q1: 83,250 shares; 2025Q2: 82,912 shares; 2025Q3: 84,941 shares; 2025Q4: 97,716 shares 97,716 $22.6M 3.5% +12,775 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: 28,179 shares; 2024Q4: 31,255 shares; 2025Q1: 39,295 shares; 2025Q2: 41,068 shares; 2025Q3: 56,500 shares; 2025Q4: 60,739 shares 60,739 $19.1M 2.96% +4,239 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: 29,954 shares; 2024Q4: 30,431 shares; 2025Q1: 33,004 shares; 2025Q2: 33,916 shares; 2025Q3: 34,839 shares; 2025Q4: 36,339 shares 36,339 $17.6M 2.73% +1,500 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,588 shares; 2024Q4: 31,034 shares; 2025Q1: 38,266 shares; 2025Q2: 44,600 shares; 2025Q3: 45,182 shares; 2025Q4: 48,217 shares 48,217 $17.4M 2.7% +3,035 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: 27,809 shares; 2024Q4: 30,072 shares; 2025Q1: 40,427 shares; 2025Q2: 43,855 shares; 2025Q3: 46,655 shares; 2025Q4: 49,939 shares 49,939 $17.3M 2.68% +3,284 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: 14,344 shares; 2024Q4: 15,565 shares; 2025Q1: 20,235 shares; 2025Q2: 23,507 shares; 2025Q3: 23,530 shares; 2025Q4: 26,423 shares 26,423 $16.2M 2.52% +2,893 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: 11,333 shares; 2024Q4: 13,516 shares; 2025Q1: 17,253 shares; 2025Q2: 18,318 shares; 2025Q3: 23,868 shares; 2025Q4: 23,653 shares 23,653 $15.6M 2.42% -215 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: 84,942 shares; 2024Q4: 80,684 shares; 2025Q1: 82,675 shares; 2025Q2: 113,208 shares; 2025Q3: 95,649 shares; 2025Q4: 82,186 shares 82,186 $14.6M 2.27% -13,463 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: 19,887 shares; 2024Q4: 21,258 shares; 2025Q1: 25,890 shares; 2025Q2: 27,298 shares; 2025Q3: 27,589 shares; 2025Q4: 29,346 shares 29,346 $13.8M 2.14% +1,757 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: 9,011 shares; 2024Q4: 10,115 shares; 2025Q1: 13,044 shares; 2025Q2: 14,799 shares; 2025Q3: 15,270 shares; 2025Q4: 17,328 shares 17,328 $11.9M 1.84% +2,058 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: 24,370 shares; 2024Q4: 21,316 shares; 2025Q1: 26,037 shares; 2025Q2: 31,426 shares; 2025Q3: 24,072 shares; 2025Q4: 26,063 shares 26,063 $11.7M 1.82% +1,991 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: 9,599 shares; 2024Q4: 14,297 shares; 2025Q1: 25,426 shares; 2025Q2: 32,905 shares; 2025Q3: 34,386 shares; 2025Q4: 76,097 shares 76,097 $11M 1.7% +41,711 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,640 shares; 2024Q4: 53,666 shares; 2025Q1: 73,075 shares; 2025Q2: 85,375 shares; 2025Q3: 89,476 shares; 2025Q4: 99,153 shares 99,153 $10.4M 1.62% +9,677 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: 13,659 shares; 2024Q4: 26,166 shares; 2025Q1: 46,546 shares; 2025Q2: 52,141 shares; 2025Q3: 58,535 shares; 2025Q4: 90,145 shares 90,145 $9.85M 1.53% +31,610 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: 10,205 shares; 2024Q4: 12,017 shares; 2025Q1: 15,724 shares; 2025Q2: 17,406 shares; 2025Q3: 17,712 shares; 2025Q4: 19,616 shares 19,616 $9.57M 1.49% +1,904 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,127 shares; 2024Q4: 2,207 shares; 2025Q1: 3,715 shares; 2025Q2: 5,628 shares; 2025Q3: 5,887 shares; 2025Q4: 92,223 shares 92,223 $8.65M 1.34% +86,336 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: 4,940 shares; 2024Q4: 13,147 shares; 2025Q1: 28,754 shares; 2025Q2: 35,540 shares; 2025Q3: 35,995 shares; 2025Q4: 42,377 shares 42,377 $8.26M 1.28% +6,382 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,147 shares; 2024Q4: 13,754 shares; 2025Q1: 21,402 shares; 2025Q2: 25,292 shares; 2025Q3: 26,212 shares; 2025Q4: 26,984 shares 26,984 $8.15M 1.27% +772 Timeline VOT 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: 11,579 shares; 2024Q4: 14,141 shares; 2025Q1: 20,954 shares; 2025Q2: 24,675 shares; 2025Q3: 26,109 shares; 2025Q4: 29,181 shares 29,181 $8.15M 1.26% +3,072 Timeline IOO 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: 37,491 shares; 2024Q4: 43,110 shares; 2025Q1: 53,493 shares; 2025Q2: 57,610 shares; 2025Q3: 56,797 shares; 2025Q4: 56,395 shares 56,395 $7.14M 1.11% -402 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: 88,535 shares; 2024Q4: 102,479 shares; 2025Q1: 153,794 shares; 2025Q2: 130,145 shares; 2025Q3: 120,644 shares; 2025Q4: 119,884 shares 119,884 $6.97M 1.08% -760 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: 292 shares; 2024Q4: 356 shares; 2025Q1: 1,936 shares; 2025Q2: 3,819 shares; 2025Q3: 5,876 shares; 2025Q4: 44,655 shares 44,655 $6.84M 1.06% +38,779 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: 4,249 shares; 2025Q1: 11,089 shares; 2025Q2: 20,141 shares; 2025Q3: 24,500 shares; 2025Q4: 31,022 shares 31,022 $6.8M 1.06% +6,522 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: 4,935 shares; 2024Q4: 5,310 shares; 2025Q1: 6,147 shares; 2025Q2: 6,951 shares; 2025Q3: 10,355 shares; 2025Q4: 6,077 shares 6,077 $6.53M 1.01% -4,278 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: 14,542 shares; 2024Q4: 15,621 shares; 2025Q1: 20,182 shares; 2025Q2: 21,989 shares; 2025Q3: 19,779 shares; 2025Q4: 22,792 shares 22,792 $6.04M 0.94% +3,013 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: 31,030 shares; 2024Q4: 40,233 shares; 2025Q1: 51,051 shares; 2025Q2: 56,176 shares; 2025Q3: 48,786 shares; 2025Q4: 49,180 shares 49,180 $5.48M 0.85% +394 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,819 shares; 2024Q4: 155,868 shares; 2025Q1: 221,627 shares; 2025Q2: 174,770 shares; 2025Q3: 147,391 shares; 2025Q4: 134,200 shares 134,200 $5.45M 0.85% -13,191 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,264 shares; 2024Q4: 374,852 shares; 2025Q1: 533,380 shares; 2025Q2: 379,437 shares; 2025Q3: 327,275 shares; 2025Q4: 307,442 shares 307,442 $5.43M 0.84% -19,833 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: 14,342 shares; 2024Q4: 12,721 shares; 2025Q1: 13,112 shares; 2025Q2: 13,856 shares; 2025Q3: 13,441 shares; 2025Q4: 16,137 shares 16,137 $5.05M 0.78% +2,696 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,760 shares; 2024Q4: 6,560 shares; 2025Q1: 9,348 shares; 2025Q2: 16,916 shares; 2025Q3: 19,762 shares; 2025Q4: 24,364 shares 24,364 $4.8M 0.75% +4,602 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: not reported; 2024Q4: 1,923 shares; 2025Q1: 3,126 shares; 2025Q2: 5,072 shares; 2025Q3: 6,432 shares; 2025Q4: 9,340 shares 9,340 $4.69M 0.73% +2,908 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,002 shares; 2025Q1: 19,499 shares; 2025Q2: 48,489 shares; 2025Q3: 52,053 shares; 2025Q4: 54,186 shares 54,186 $4.6M 0.71% +2,133 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: 1,173 shares; 2025Q1: 9,407 shares; 2025Q2: 11,795 shares; 2025Q3: 12,956 shares; 2025Q4: 14,303 shares 14,303 $4.41M 0.68% +1,347 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,004 shares; 2024Q4: 5,793 shares; 2025Q1: 20,950 shares; 2025Q2: 17,735 shares; 2025Q3: 36,946 shares; 2025Q4: 51,875 shares 51,875 $4.24M 0.66% +14,929 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,122 shares; 2024Q4: 40,574 shares; 2025Q1: 56,156 shares; 2025Q2: 60,639 shares; 2025Q3: 62,996 shares; 2025Q4: 77,660 shares 77,660 $4.08M 0.63% +14,664 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,773 shares; 2024Q4: 5,201 shares; 2025Q1: 27,705 shares; 2025Q2: 362,310 shares; 2025Q3: 64,947 shares; 2025Q4: 79,415 shares 79,415 $4.02M 0.62% +14,468 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,912 shares; 2025Q1: 2,102 shares; 2025Q2: 2,785 shares; 2025Q3: 10,093 shares; 2025Q4: 13,122 shares 13,122 $3.89M 0.6% +3,029 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: 75,089 shares; 2024Q4: 78,960 shares; 2025Q1: 83,450 shares; 2025Q2: 72,310 shares; 2025Q3: 67,080 shares; 2025Q4: 66,019 shares 66,019 $3.78M 0.59% -1,061 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: 4,290 shares; 2024Q4: 4,481 shares; 2025Q1: 4,422 shares; 2025Q2: 26,240 shares; 2025Q3: 40,966 shares; 2025Q4: 48,592 shares 48,592 $3.74M 0.58% +7,626 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: 4,429 shares; 2024Q4: 4,389 shares; 2025Q1: 4,182 shares; 2025Q2: 4,488 shares; 2025Q3: 4,091 shares; 2025Q4: 4,980 shares 4,980 $3.4M 0.53% +889 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127,969 shares; 2025Q3: 115,583 shares; 2025Q4: 164,770 shares 164,770 $3.33M 0.52% +49,187 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,307 shares; 2024Q4: 12,510 shares; 2025Q1: 27,425 shares; 2025Q2: 37,670 shares; 2025Q3: 44,985 shares; 2025Q4: 61,708 shares 61,708 $3.32M 0.52% +16,723 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,579 shares; 2024Q4: 4,242 shares; 2025Q1: 4,377 shares; 2025Q2: 6,689 shares; 2025Q3: 3,925 shares; 2025Q4: 3,831 shares 3,831 $3.3M 0.51% -94 Timeline SDIV 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: 84,100 shares; 2024Q4: 102,608 shares; 2025Q1: 123,977 shares; 2025Q2: 129,172 shares; 2025Q3: 133,511 shares; 2025Q4: 135,672 shares 135,672 $3.26M 0.51% +2,161 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: 7,412 shares; 2024Q4: 7,866 shares; 2025Q1: 7,571 shares; 2025Q2: 7,182 shares; 2025Q3: 7,085 shares; 2025Q4: 6,832 shares 6,832 $3.23M 0.5% -253 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 774 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 3,224 shares; 2025Q4: 38,451 shares 38,451 $3.22M 0.5% +35,227 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: 37,101 shares; 2024Q4: 44,735 shares; 2025Q1: 26,767 shares; 2025Q2: 29,434 shares; 2025Q3: 31,032 shares; 2025Q4: 14,881 shares 14,881 $3.19M 0.49% -16,151 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,250 shares; 2025Q3: 4,362 shares; 2025Q4: 43,211 shares 43,211 $3.09M 0.48% +38,849 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: 5,484 shares; 2024Q4: 5,919 shares; 2025Q1: 5,904 shares; 2025Q2: 9,323 shares; 2025Q3: 5,856 shares; 2025Q4: 8,883 shares 8,883 $2.86M 0.44% +3,027 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,986 shares; 2025Q1: 5,808 shares; 2025Q2: 6,803 shares; 2025Q3: 77,153 shares; 2025Q4: 74,103 shares 74,103 $2.73M 0.42% -3,050 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: 18,276 shares; 2024Q4: 17,392 shares; 2025Q1: 16,454 shares; 2025Q2: 18,421 shares; 2025Q3: 17,845 shares; 2025Q4: 22,224 shares 22,224 $2.67M 0.42% +4,379 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: 1,260 shares; 2024Q4: 1,220 shares; 2025Q1: 758 shares; 2025Q2: 6,399 shares; 2025Q3: 7,762 shares; 2025Q4: 8,085 shares 8,085 $2.67M 0.41% +323 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: 7,059 shares; 2024Q4: 7,750 shares; 2025Q1: 9,398 shares; 2025Q2: 8,361 shares; 2025Q3: 8,005 shares; 2025Q4: 7,755 shares 7,755 $2.67M 0.41% -250 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA 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: 15,200 shares 15,200 $2.64M 0.41% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,468 shares; 2024Q4: 26,708 shares; 2025Q1: 36,181 shares; 2025Q2: 37,873 shares; 2025Q3: 36,239 shares; 2025Q4: 37,667 shares 37,667 $2.63M 0.41% +1,428 Timeline APG API GROUP CORP More: the full row for API GROUP 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: 38,838 shares; 2025Q4: 68,108 shares 68,108 $2.61M 0.4% +29,270 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: 7,768 shares; 2024Q4: 8,636 shares; 2025Q1: 12,933 shares; 2025Q2: 19,896 shares; 2025Q3: 65,516 shares; 2025Q4: 50,348 shares 50,348 $2.5M 0.39% -15,168 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,880 shares; 2025Q1: 20,911 shares; 2025Q2: 46,028 shares; 2025Q3: 55,851 shares; 2025Q4: 56,382 shares 56,382 $2.35M 0.37% +531 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,182 shares; 2024Q4: 94,117 shares; 2025Q1: 103,783 shares; 2025Q2: 98,109 shares; 2025Q3: 98,884 shares; 2025Q4: 103,750 shares 103,750 $2.28M 0.35% +4,866 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: 8,750 shares; 2025Q1: 250 shares; 2025Q2: 6,550 shares; 2025Q3: 11,250 shares; 2025Q4: 19,950 shares 19,950 $2.26M 0.35% +8,700 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,748 shares; 2024Q4: 74,319 shares; 2025Q1: 92,079 shares; 2025Q2: 89,624 shares; 2025Q3: 95,434 shares; 2025Q4: 102,284 shares 102,284 $2.2M 0.34% +6,850 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: 1,001 shares; 2024Q4: 1,034 shares; 2025Q1: 1,075 shares; 2025Q2: 4,195 shares; 2025Q3: 4,155 shares; 2025Q4: 3,798 shares 3,798 $2.17M 0.34% -357 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,565 shares; 2025Q1: 50,428 shares; 2025Q2: 56,479 shares; 2025Q3: 78,903 shares; 2025Q4: 96,947 shares 96,947 $2.17M 0.34% +18,044 Timeline RYLD 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: 127,564 shares; 2024Q4: 169,278 shares; 2025Q1: 197,463 shares; 2025Q2: 143,028 shares; 2025Q3: 135,990 shares; 2025Q4: 138,696 shares 138,696 $2.12M 0.33% +2,706 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,203 shares; 2025Q1: 4,528 shares; 2025Q2: 3,576 shares; 2025Q3: 3,642 shares; 2025Q4: 3,548 shares 3,548 $2.07M 0.32% -94 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: 19,678 shares; 2024Q4: 25,618 shares; 2025Q1: 27,132 shares; 2025Q2: 1,469 shares; 2025Q3: 17,688 shares; 2025Q4: 23,471 shares 23,471 $2.06M 0.32% +5,783 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,419 shares; 2024Q4: 10,920 shares; 2025Q1: 10,278 shares; 2025Q2: 9,643 shares; 2025Q3: 9,674 shares; 2025Q4: 8,613 shares 8,613 $1.97M 0.31% -1,061 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT 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: 19,384 shares; 2025Q3: 38,018 shares; 2025Q4: 49,517 shares 49,517 $1.9M 0.29% +11,499 Timeline IDV 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: 78,542 shares; 2024Q4: 75,067 shares; 2025Q1: 74,231 shares; 2025Q2: 58,618 shares; 2025Q3: 53,314 shares; 2025Q4: 46,458 shares 46,458 $1.83M 0.28% -6,856 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,634 shares; 2025Q3: 3,084 shares; 2025Q4: 3,281 shares 3,281 $1.81M 0.28% +197 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,264 shares; 2025Q4: 19,549 shares 19,549 $1.79M 0.28% -1,715 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: 1,342 shares; 2025Q1: 1,445 shares; 2025Q2: 22,082 shares; 2025Q3: 26,123 shares; 2025Q4: 25,078 shares 25,078 $1.76M 0.27% -1,045 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: 976 shares; 2024Q4: 976 shares; 2025Q1: 1,440 shares; 2025Q2: 3,229 shares; 2025Q3: 2,506 shares; 2025Q4: 1,999 shares 1,999 $1.76M 0.27% -507 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,831 shares; 2024Q4: 8,554 shares; 2025Q1: 9,127 shares; 2025Q2: 9,058 shares; 2025Q3: 9,527 shares; 2025Q4: 10,846 shares 10,846 $1.67M 0.26% +1,319 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: 7,295 shares; 2024Q4: 8,015 shares; 2025Q1: 9,685 shares; 2025Q2: 10,660 shares; 2025Q3: 1,083 shares; 2025Q4: 11,330 shares 11,330 $1.62M 0.25% +10,247 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: not reported; 2024Q4: 7,276 shares; 2025Q1: 6,641 shares; 2025Q2: 6,596 shares; 2025Q3: 6,379 shares; 2025Q4: 8,450 shares 8,450 $1.56M 0.24% +2,071 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: 10,980 shares; 2024Q4: 22,800 shares; 2025Q1: 20,036 shares; 2025Q2: 74,122 shares; 2025Q3: 87,102 shares; 2025Q4: 26,571 shares 26,571 $1.53M 0.24% -60,531 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,992 shares; 2024Q4: 6,302 shares; 2025Q1: 9,878 shares; 2025Q2: 16,494 shares; 2025Q3: 11,272 shares; 2025Q4: 9,486 shares 9,486 $1.53M 0.24% -1,786 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: 4,502 shares; 2025Q1: 5,463 shares; 2025Q2: 11,260 shares; 2025Q3: 11,193 shares; 2025Q4: 9,942 shares 9,942 $1.52M 0.24% -1,251 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: 47,237 shares; 2024Q4: 77,088 shares; 2025Q1: 29,725 shares; 2025Q2: 72,805 shares; 2025Q3: 65,538 shares; 2025Q4: 88,447 shares 88,447 $1.46M 0.23% +22,909 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,581 shares; 2025Q1: 2,657 shares; 2025Q2: 2,475 shares; 2025Q3: 2,327 shares; 2025Q4: 6,784 shares 6,784 $1.4M 0.22% +4,457 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 1,458 shares; 2025Q1: 1,724 shares; 2025Q2: 2,793 shares; 2025Q3: 6,076 shares; 2025Q4: 11,513 shares 11,513 $1.38M 0.21% +5,437 Timeline XSW 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: 7,854 shares; 2024Q4: 7,718 shares; 2025Q1: 7,975 shares; 2025Q2: 7,586 shares; 2025Q3: 7,512 shares; 2025Q4: 7,329 shares 7,329 $1.37M 0.21% -183 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,338 shares; 2025Q1: 6,448 shares; 2025Q2: 773 shares; 2025Q3: 9,248 shares; 2025Q4: 8,998 shares 8,998 $1.37M 0.21% -250 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: 2,489 shares; 2024Q4: 2,579 shares; 2025Q1: 2,173 shares; 2025Q2: 2,123 shares; 2025Q3: 2,110 shares; 2025Q4: 4,366 shares 4,366 $1.33M 0.21% +2,256 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: 6,664 shares; 2024Q4: 5,298 shares; 2025Q1: 4,871 shares; 2025Q2: 4,828 shares; 2025Q3: 4,434 shares; 2025Q4: 4,196 shares 4,196 $1.31M 0.2% -238 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: 13,861 shares; 2024Q4: 13,432 shares; 2025Q1: 5,019 shares; 2025Q2: 4,810 shares; 2025Q3: 4,911 shares; 2025Q4: 4,534 shares 4,534 $1.29M 0.2% -377 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: 6,355 shares; 2024Q4: 6,200 shares; 2025Q1: 6,830 shares; 2025Q2: 6,730 shares; 2025Q3: 6,730 shares; 2025Q4: 7,715 shares 7,715 $1.28M 0.2% +985 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 2,300 shares; 2025Q1: 1,345 shares; 2025Q2: 495 shares; 2025Q3: 4,769 shares; 2025Q4: 5,487 shares 5,487 $1.26M 0.2% +718 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,284 shares; 2025Q1: 3,688 shares; 2025Q2: 6,606 shares; 2025Q3: 4,555 shares; 2025Q4: 5,742 shares 5,742 $1.25M 0.19% +1,187 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: 431 shares; 2024Q4: 447 shares; 2025Q1: 1,439 shares; 2025Q2: 1,395 shares; 2025Q3: 1,617 shares; 2025Q4: 1,889 shares 1,889 $1.23M 0.19% +272 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,121 shares; 2024Q4: 365 shares; 2025Q1: 5,956 shares; 2025Q2: 7,531 shares; 2025Q3: 8,777 shares; 2025Q4: 8,549 shares 8,549 $1.22M 0.19% -228 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,151 shares; 2024Q4: 2,929 shares; 2025Q1: 3,187 shares; 2025Q2: 2,817 shares; 2025Q3: 2,776 shares; 2025Q4: 2,504 shares 2,504 $1.2M 0.19% -272 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,012 shares; 2024Q4: 12,983 shares; 2025Q1: 12,663 shares; 2025Q2: 10,874 shares; 2025Q3: 10,349 shares; 2025Q4: 10,184 shares 10,184 $1.19M 0.19% -165 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,987 shares; 2024Q4: 2,772 shares; 2025Q1: 2,673 shares; 2025Q2: 2,642 shares; 2025Q3: 2,590 shares; 2025Q4: 5,431 shares 5,431 $1.19M 0.19% +2,841 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 2,166 shares; 2025Q1: 1,683 shares; 2025Q2: 2,401 shares; 2025Q3: 2,055 shares; 2025Q4: 3,390 shares 3,390 $1.19M 0.18% +1,335 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS 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: 7,018 shares; 2025Q3: 19,338 shares; 2025Q4: 18,845 shares 18,845 $1.13M 0.17% -493 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,527 shares; 2024Q4: 20,407 shares; 2025Q1: 18,335 shares; 2025Q2: 19,467 shares; 2025Q3: 18,158 shares; 2025Q4: 27,409 shares 27,409 $1.12M 0.17% +9,251 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,188 shares; 2024Q4: 26,812 shares; 2025Q1: 23,713 shares; 2025Q2: 18,536 shares; 2025Q3: 17,854 shares; 2025Q4: 18,787 shares 18,787 $1.11M 0.17% +933 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: 2,000 shares; 2025Q1: 21,455 shares; 2025Q2: 33,512 shares; 2025Q3: 8,445 shares; 2025Q4: 8,358 shares 8,358 $1.1M 0.17% -87 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: 22,499 shares; 2024Q4: 22,518 shares; 2025Q1: 20,087 shares; 2025Q2: 25,420 shares; 2025Q3: 25,023 shares; 2025Q4: 15,579 shares 15,579 $1.08M 0.17% -9,444 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,471 shares; 2025Q1: 1,492 shares; 2025Q2: 1,625 shares; 2025Q3: 1,778 shares; 2025Q4: 2,702 shares 2,702 $1.07M 0.17% +924 Timeline JXX JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,000 shares; 2025Q3: 38,000 shares; 2025Q4: 38,000 shares 38,000 $1.06M 0.17% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 542 shares; 2025Q1: 3,407 shares; 2025Q2: 26,107 shares; 2025Q3: 25,402 shares; 2025Q4: 6,453 shares 6,453 $1.03M 0.16% -18,949 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,612 shares; 2025Q2: 3,189 shares; 2025Q3: 10,501 shares; 2025Q4: 19,326 shares 19,326 $1.02M 0.16% +8,825 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,731 shares; 2025Q4: 19,203 shares 19,203 $1.02M 0.16% +10,472 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,240 shares; 2025Q4: 26,640 shares 26,640 $1.01M 0.16% +21,400 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: 3,134 shares; 2025Q1: 2,883 shares; 2025Q2: 3,026 shares; 2025Q3: 3,197 shares; 2025Q4: 5,369 shares 5,369 $985K 0.15% +2,172 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,250 shares; 2025Q1: 7,650 shares; 2025Q2: 14,362 shares; 2025Q3: 14,780 shares; 2025Q4: 13,655 shares 13,655 $980K 0.15% -1,125 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,878 shares 12,878 $978K 0.15% 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: 76,611 shares; 2024Q4: 114,068 shares; 2025Q1: 156,826 shares; 2025Q2: 287,153 shares; 2025Q3: 301,313 shares; 2025Q4: 38,431 shares 38,431 $955K 0.15% -262,882 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,710 shares; 2025Q4: 132,874 shares 132,874 $949K 0.15% +124,164 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 103 shares; 2025Q3: 353 shares; 2025Q4: 5,333 shares 5,333 $947K 0.15% +4,980 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,105 shares; 2024Q4: 150,322 shares; 2025Q1: 143,176 shares; 2025Q2: 127,603 shares; 2025Q3: 109,954 shares; 2025Q4: 105,426 shares 105,426 $907K 0.14% -4,528 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 8,150 shares; 2025Q4: 40,350 shares 40,350 $905K 0.14% +32,200 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,685 shares; 2025Q3: 74,815 shares; 2025Q4: 74,815 shares 74,815 $874K 0.14% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,803 shares; 2025Q1: 2,448 shares; 2025Q2: 2,710 shares; 2025Q3: 2,424 shares; 2025Q4: 2,284 shares 2,284 $845K 0.13% -140 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: not reported; 2024Q4: 4,078 shares; 2025Q1: 4,334 shares; 2025Q2: 8,521 shares; 2025Q3: 3,338 shares; 2025Q4: 7,229 shares 7,229 $822K 0.13% +3,891 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,168 shares; 2024Q4: 8,247 shares; 2025Q1: 9,960 shares; 2025Q2: 9,887 shares; 2025Q3: 9,668 shares; 2025Q4: 10,173 shares 10,173 $817K 0.13% +505 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 631 shares; 2025Q1: 35 shares; 2025Q2: 343 shares; 2025Q3: 36 shares; 2025Q4: 15,224 shares 15,224 $816K 0.13% +15,188 Timeline DLN 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: 11,527 shares; 2024Q4: 10,032 shares; 2025Q1: 9,881 shares; 2025Q2: 10,032 shares; 2025Q3: 9,951 shares; 2025Q4: 9,202 shares 9,202 $811K 0.13% -749 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 167 shares; 2025Q3: 168 shares; 2025Q4: 2,793 shares 2,793 $806K 0.13% +2,625 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,195 shares; 2025Q3: 24,066 shares; 2025Q4: 34,611 shares 34,611 $797K 0.12% +10,545 Timeline EVRG EVERGY INC More: the full row for EVERGY 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: 239 shares; 2025Q3: 239 shares; 2025Q4: 10,561 shares 10,561 $766K 0.12% +10,322 Timeline DEM 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: 44,487 shares; 2024Q4: 36,940 shares; 2025Q1: 34,696 shares; 2025Q2: 22,312 shares; 2025Q3: 18,342 shares; 2025Q4: 15,971 shares 15,971 $746K 0.12% -2,371 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: 3,292 shares; 2025Q1: 3,292 shares; 2025Q2: 3,292 shares; 2025Q3: 3,662 shares; 2025Q4: 4,355 shares 4,355 $745K 0.12% +693 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 672 shares; 2025Q2: 1,728 shares; 2025Q3: 3,018 shares; 2025Q4: 15,129 shares 15,129 $736K 0.11% +12,111 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: 436 shares; 2024Q4: 631 shares; 2025Q1: 1,531 shares; 2025Q2: 3,083 shares; 2025Q3: 1,785 shares; 2025Q4: 3,127 shares 3,127 $707K 0.11% +1,342 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $702K 0.11% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,393 shares; 2025Q1: 898 shares; 2025Q2: 974 shares; 2025Q3: 1,142 shares; 2025Q4: 1,050 shares 1,050 $659K 0.1% -92 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,600 shares; 2025Q4: 24,000 shares 24,000 $652K 0.1% -3,600 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 2,111 shares; 2025Q1: 2,547 shares; 2025Q2: 3,318 shares; 2025Q3: 3,323 shares; 2025Q4: 10,649 shares 10,649 $643K 0.1% +7,326 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: 6,376 shares; 2025Q1: 3,275 shares; 2025Q2: 3,313 shares; 2025Q3: 3,328 shares; 2025Q4: 3,955 shares 3,955 $634K 0.1% +627 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 211 shares; 2025Q1: 610 shares; 2025Q2: 64 shares; 2025Q3: 20 shares; 2025Q4: 2,263 shares 2,263 $631K 0.1% +2,243 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,661 shares; 2025Q3: 16,960 shares; 2025Q4: 8,077 shares 8,077 $608K 0.09% -8,883 Timeline OMER OMEROS CORP More: the full row for OMEROS 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: 93,420 shares; 2025Q3: 134,510 shares; 2025Q4: 34,310 shares 34,310 $589K 0.09% -100,200 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 253 shares; 2025Q1: 245 shares; 2025Q2: 10,186 shares; 2025Q3: 9,943 shares; 2025Q4: 9,714 shares 9,714 $583K 0.09% -229 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,915 shares; 2025Q1: 24,915 shares; 2025Q2: 47,915 shares; 2025Q3: 41,950 shares; 2025Q4: 64,900 shares 64,900 $583K 0.09% +22,950 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,815 shares; 2025Q1: 3,925 shares; 2025Q2: 3,500 shares; 2025Q3: 3,355 shares; 2025Q4: 3,343 shares 3,343 $570K 0.09% -12 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: 4,147 shares; 2024Q4: 4,152 shares; 2025Q1: 4,302 shares; 2025Q2: 3,864 shares; 2025Q3: 4,420 shares; 2025Q4: 3,942 shares 3,942 $536K 0.08% -478 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,030 shares; 2025Q1: 3,008 shares; 2025Q2: 15,352 shares; 2025Q3: 14,905 shares; 2025Q4: 14,765 shares 14,765 $517K 0.08% -140 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,446 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,278 shares; 2025Q4: 1,186 shares 1,186 $498K 0.08% -92 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,613 shares; 2025Q1: 5,176 shares; 2025Q2: 5,191 shares; 2025Q3: 4,995 shares; 2025Q4: 10,681 shares 10,681 $487K 0.08% +5,686 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 280 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 1,720 shares 1,720 $487K 0.08% +1,700 Timeline KQQQ KURV ETF TR More: the full row for KURV ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,893 shares 16,893 $474K 0.07% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,311 shares; 2025Q4: 10,384 shares 10,384 $468K 0.07% +4,073 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,180 shares; 2024Q4: 9,015 shares; 2025Q1: 6,100 shares; 2025Q2: 4,950 shares; 2025Q3: 4,555 shares; 2025Q4: 4,555 shares 4,555 $467K 0.07% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 1,040 shares 1,040 $466K 0.07% new Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,555 shares; 2025Q4: 15,562 shares 15,562 $446K 0.07% +9,007 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL 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: 37,588 shares 37,588 $446K 0.07% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO 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: 5,159 shares 5,159 $445K 0.07% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 4,219 shares; 2025Q1: 3,088 shares; 2025Q2: 2,674 shares; 2025Q3: 2,691 shares; 2025Q4: 2,708 shares 2,708 $441K 0.07% +17 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: 4,042 shares; 2024Q4: 1,224 shares; 2025Q1: 725 shares; 2025Q2: 625 shares; 2025Q3: 1,325 shares; 2025Q4: 2,687 shares 2,687 $435K 0.07% +1,362 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,032 shares; 2025Q1: 8,582 shares; 2025Q2: 10,682 shares; 2025Q3: 16,582 shares; 2025Q4: 17,932 shares 17,932 $431K 0.07% +1,350 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,970 shares; 2024Q4: 26,727 shares; 2025Q1: 22,059 shares; 2025Q2: 17,476 shares; 2025Q3: 16,324 shares; 2025Q4: 16,375 shares 16,375 $429K 0.07% +51 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,904 shares; 2025Q1: 14,434 shares; 2025Q2: 20,608 shares; 2025Q3: 14,777 shares; 2025Q4: 16,890 shares 16,890 $421K 0.07% +2,113 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,519 shares; 2024Q4: 8,662 shares; 2025Q1: 8,619 shares; 2025Q2: 10,064 shares; 2025Q3: 11,549 shares; 2025Q4: 9,418 shares 9,418 $412K 0.06% -2,131 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: not reported; 2024Q4: 2,662 shares; 2025Q1: 2,483 shares; 2025Q2: 2,387 shares; 2025Q3: 2,391 shares; 2025Q4: 2,394 shares 2,394 $410K 0.06% +3 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 673 shares; 2025Q1: 680 shares; 2025Q2: 1,451 shares; 2025Q3: 544 shares; 2025Q4: 495 shares 495 $406K 0.06% -49 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE 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: 10,218 shares 10,218 $392K 0.06% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: 2,255 shares; 2025Q3: 2,168 shares; 2025Q4: 1,715 shares 1,715 $386K 0.06% -453 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,777 shares; 2025Q1: 1,680 shares; 2025Q2: 1,717 shares; 2025Q3: 1,708 shares; 2025Q4: 1,682 shares 1,682 $370K 0.06% -26 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,045 shares; 2025Q1: 2,020 shares; 2025Q2: 1,558 shares; 2025Q3: 1,508 shares; 2025Q4: 1,435 shares 1,435 $369K 0.06% -73 Timeline MOAT 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: 5,197 shares; 2024Q4: 5,102 shares; 2025Q1: 3,702 shares; 2025Q2: 15,256 shares; 2025Q3: 14,855 shares; 2025Q4: 3,555 shares 3,555 $368K 0.06% -11,300 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: 2,658 shares; 2024Q4: 2,723 shares; 2025Q1: 2,448 shares; 2025Q2: 2,644 shares; 2025Q3: 2,301 shares; 2025Q4: 2,330 shares 2,330 $359K 0.06% +29 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: not reported; 2024Q4: 24,480 shares; 2025Q1: 21,415 shares; 2025Q2: 20,215 shares; 2025Q3: 30,772 shares; 2025Q4: 5,182 shares 5,182 $354K 0.06% -25,590 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 177 shares; 2025Q2: 2,926 shares; 2025Q3: 2,955 shares; 2025Q4: 5,619 shares 5,619 $338K 0.05% +2,664 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: 2,902 shares; 2024Q4: 2,733 shares; 2025Q1: 2,635 shares; 2025Q2: 2,636 shares; 2025Q3: 2,638 shares; 2025Q4: 2,639 shares 2,639 $336K 0.05% +1 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 609 shares; 2025Q1: 596 shares; 2025Q2: 583 shares; 2025Q3: 585 shares; 2025Q4: 586 shares 586 $334K 0.05% +1 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,863 shares; 2024Q4: 4,391 shares; 2025Q1: 4,330 shares; 2025Q2: 4,626 shares; 2025Q3: 672 shares; 2025Q4: 572 shares 572 $328K 0.05% -100 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: not reported; 2024Q4: 1,784 shares; 2025Q1: 1,636 shares; 2025Q2: 1,756 shares; 2025Q3: 1,691 shares; 2025Q4: 1,705 shares 1,705 $326K 0.05% +14 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,860 shares; 2025Q1: 1,710 shares; 2025Q2: 2,210 shares; 2025Q3: 2,210 shares; 2025Q4: 1,760 shares 1,760 $325K 0.05% -450 Timeline BTCI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,727 shares; 2025Q4: 7,378 shares 7,378 $325K 0.05% +5,651 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,610 shares; 2025Q3: not reported; 2025Q4: 13,645 shares 13,645 $323K 0.05% new Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,900 shares; 2025Q1: 10,105 shares; 2025Q2: 7,865 shares; 2025Q3: 6,695 shares; 2025Q4: 6,500 shares 6,500 $322K 0.05% -195 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: 9,514 shares; 2025Q1: 8,822 shares; 2025Q2: 9,237 shares; 2025Q3: 9,246 shares; 2025Q4: 9,255 shares 9,255 $321K 0.05% +9 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,180 shares; 2024Q4: 8,663 shares; 2025Q1: 11,489 shares; 2025Q2: 4,187 shares; 2025Q3: 4,000 shares; 2025Q4: 3,948 shares 3,948 $317K 0.05% -52 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: 4,017 shares; 2024Q4: 3,276 shares; 2025Q1: 2,728 shares; 2025Q2: 2,864 shares; 2025Q3: 2,574 shares; 2025Q4: 3,006 shares 3,006 $316K 0.05% +432 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 698 shares; 2025Q1: 703 shares; 2025Q2: 5,485 shares; 2025Q3: 863 shares; 2025Q4: 893 shares 893 $315K 0.05% +30 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 4,913 shares; 2025Q1: 5,215 shares; 2025Q2: 5,025 shares; 2025Q3: 18,643 shares; 2025Q4: 4,795 shares 4,795 $309K 0.05% -13,848 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,928 shares 6,928 $307K 0.05% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 508 shares; 2025Q3: 494 shares; 2025Q4: 524 shares 524 $298K 0.05% +30 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,924 shares; 2024Q4: 42,049 shares; 2025Q1: 15,483 shares; 2025Q2: 13,216 shares; 2025Q3: 12,744 shares; 2025Q4: 10,312 shares 10,312 $295K 0.05% -2,432 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,915 shares; 2025Q1: 5,901 shares; 2025Q2: 4,308 shares; 2025Q3: 2,015 shares; 2025Q4: 1,790 shares 1,790 $289K 0.04% -225 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares 4,700 $288K 0.04% 0 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: not reported; 2024Q4: 2,286 shares; 2025Q1: 2,000 shares; 2025Q2: 1,695 shares; 2025Q3: 2,655 shares; 2025Q4: 1,167 shares 1,167 $287K 0.04% -1,488 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 519 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 2,141 shares 2,141 $284K 0.04% +1,641 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,620 shares; 2025Q1: 29,200 shares; 2025Q2: 31,050 shares; 2025Q3: 31,880 shares; 2025Q4: 28,444 shares 28,444 $284K 0.04% -3,436 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 626 shares; 2025Q3: 850 shares; 2025Q4: 420 shares 420 $283K 0.04% -430 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,035 shares; 2024Q4: 823 shares; 2025Q1: 641 shares; 2025Q2: 576 shares; 2025Q3: 565 shares; 2025Q4: 583 shares 583 $282K 0.04% +18 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,137 shares; 2025Q1: 1,117 shares; 2025Q2: 4,769 shares; 2025Q3: 642 shares; 2025Q4: 921 shares 921 $280K 0.04% +279 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,884 shares; 2025Q1: 10,273 shares; 2025Q2: 3,081 shares; 2025Q3: 4,066 shares; 2025Q4: 3,319 shares 3,319 $280K 0.04% -747 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 588 shares; 2025Q4: 593 shares 593 $279K 0.04% +5 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: not reported; 2024Q4: 2,525 shares; 2025Q1: 2,148 shares; 2025Q2: 2,132 shares; 2025Q3: 2,150 shares; 2025Q4: 1,883 shares 1,883 $270K 0.04% -267 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: 3,566 shares; 2024Q4: 3,530 shares; 2025Q1: 3,505 shares; 2025Q2: 3,505 shares; 2025Q3: 3,505 shares; 2025Q4: 3,505 shares 3,505 $270K 0.04% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,129 shares; 2025Q1: 2,130 shares; 2025Q2: 5,667 shares; 2025Q3: 2,568 shares; 2025Q4: 3,086 shares 3,086 $269K 0.04% +518 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,265 shares; 2024Q4: 41,139 shares; 2025Q1: 30,770 shares; 2025Q2: 32,246 shares; 2025Q3: 26,373 shares; 2025Q4: 26,447 shares 26,447 $265K 0.04% +74 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: 2,324 shares; 2024Q4: 2,186 shares; 2025Q1: 1,935 shares; 2025Q2: 6,466 shares; 2025Q3: 6,210 shares; 2025Q4: 1,696 shares 1,696 $262K 0.04% -4,514 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,026 shares 1,026 $262K 0.04% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,400 shares; 2025Q3: 3,235 shares; 2025Q4: 5,132 shares 5,132 $259K 0.04% +1,897 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,538 shares; 2025Q1: 993 shares; 2025Q2: 963 shares; 2025Q3: 908 shares; 2025Q4: 924 shares 924 $256K 0.04% +16 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 1,298 shares 1,298 $251K 0.04% +1,164 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,460 shares; 2025Q1: 9,395 shares; 2025Q2: 6,705 shares; 2025Q3: 8,120 shares; 2025Q4: 6,610 shares 6,610 $245K 0.04% -1,510 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,267 shares; 2025Q1: 1,578 shares; 2025Q2: 1,207 shares; 2025Q3: 1,072 shares; 2025Q4: 2,026 shares 2,026 $242K 0.04% +954 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,406 shares; 2025Q1: 2,130 shares; 2025Q2: 2,129 shares; 2025Q3: 2,140 shares; 2025Q4: 2,752 shares 2,752 $240K 0.04% +612 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,379 shares; 2025Q1: 1,118 shares; 2025Q2: 1,188 shares; 2025Q3: 1,118 shares; 2025Q4: 1,193 shares 1,193 $238K 0.04% +75 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: not reported; 2024Q4: 5,087 shares; 2025Q1: 4,222 shares; 2025Q2: 1,774 shares; 2025Q3: 2,249 shares; 2025Q4: 1,749 shares 1,749 $237K 0.04% -500 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 13,755 shares; 2025Q1: 13,755 shares; 2025Q2: 13,255 shares; 2025Q3: 14,270 shares; 2025Q4: 16,650 shares 16,650 $236K 0.04% +2,380 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,985 shares 1,985 $233K 0.04% 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: 362 shares; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 35 shares; 2025Q4: 349 shares 349 $231K 0.04% +314 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: 349 shares; 2024Q4: 323 shares; 2025Q1: 339 shares; 2025Q2: 343 shares; 2025Q3: 311 shares; 2025Q4: 307 shares 307 $231K 0.04% -4 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 1,677 shares; 2025Q1: 1,648 shares; 2025Q2: 1,398 shares; 2025Q3: 1,401 shares; 2025Q4: 1,491 shares 1,491 $231K 0.04% +90 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,759 shares; 2025Q4: 2,631 shares 2,631 $229K 0.04% -11,128 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,565 shares; 2025Q1: 5,255 shares; 2025Q2: 4,853 shares; 2025Q3: 4,000 shares; 2025Q4: 4,023 shares 4,023 $228K 0.04% +23 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 688 shares; 2025Q1: 781 shares; 2025Q2: 709 shares; 2025Q3: 689 shares; 2025Q4: 709 shares 709 $228K 0.04% +20 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,735 shares; 2024Q4: 1,735 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares; 2025Q3: 1,695 shares; 2025Q4: 1,695 shares 1,695 $226K 0.04% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 819 shares 819 $226K 0.04% new Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,849 shares; 2024Q4: 8,852 shares; 2025Q1: 6,384 shares; 2025Q2: 6,327 shares; 2025Q3: 6,787 shares; 2025Q4: 6,291 shares 6,291 $224K 0.03% -496 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,009 shares; 2024Q4: 4,256 shares; 2025Q1: 4,112 shares; 2025Q2: 4,243 shares; 2025Q3: 4,250 shares; 2025Q4: 4,257 shares 4,257 $223K 0.03% +7 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 1,101 shares; 2025Q1: 2,356 shares; 2025Q2: 2,356 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $221K 0.03% 0 Timeline VXX BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: 2,775 shares; 2025Q1: 1,075 shares; 2025Q2: 4,475 shares; 2025Q3: 5,125 shares; 2025Q4: 8,225 shares 8,225 $218K 0.03% +3,100 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 532 shares; 2025Q1: 634 shares; 2025Q2: 727 shares; 2025Q3: 823 shares; 2025Q4: 648 shares 648 $217K 0.03% -175 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,501 shares; 2024Q4: 4,838 shares; 2025Q1: 1,392 shares; 2025Q2: 1,337 shares; 2025Q3: 1,612 shares; 2025Q4: 1,350 shares 1,350 $215K 0.03% -262 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,769 shares; 2025Q1: 18,897 shares; 2025Q2: 33,781 shares; 2025Q3: 33,875 shares; 2025Q4: 14,357 shares 14,357 $213K 0.03% -19,518 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: 1,636 shares; 2025Q1: 1,247 shares; 2025Q2: 1,097 shares; 2025Q3: 1,100 shares; 2025Q4: 1,044 shares 1,044 $212K 0.03% -56 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 835 shares; 2025Q1: 828 shares; 2025Q2: 812 shares; 2025Q3: 786 shares; 2025Q4: 799 shares 799 $210K 0.03% +13 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 4,452 shares; 2025Q1: 3,982 shares; 2025Q2: 4,255 shares; 2025Q3: 4,269 shares; 2025Q4: 4,126 shares 4,126 $203K 0.03% -143 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,368 shares; 2025Q1: 2,771 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 521 shares 521 $203K 0.03% +474 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 393 shares; 2025Q1: 426 shares; 2025Q2: 640 shares; 2025Q3: 544 shares; 2025Q4: 614 shares 614 $201K 0.03% +70 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: 10,773 shares; 2025Q3: 1,724 shares; 2025Q4: 2,519 shares 2,519 $200K 0.03% +795 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 3,721 shares; 2025Q1: 238 shares; 2025Q2: 40 shares; 2025Q3: 642 shares; 2025Q4: 686 shares 686 $198K 0.03% +44 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: 773 shares; 2024Q4: 209 shares; 2025Q1: 653 shares; 2025Q2: 654 shares; 2025Q3: 603 shares; 2025Q4: 3,999 shares 3,999 $196K 0.03% +3,396 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 879 shares; 2025Q1: 969 shares; 2025Q2: 966 shares; 2025Q3: 914 shares; 2025Q4: 915 shares 915 $194K 0.03% +1 Timeline NEHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,888 shares 3,888 $191K 0.03% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,104 shares 1,104 $190K 0.03% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,455 shares; 2025Q1: 843 shares; 2025Q2: 924 shares; 2025Q3: 925 shares; 2025Q4: 1,010 shares 1,010 $187K 0.03% +85 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: 43,433 shares; 2024Q4: 45,367 shares; 2025Q1: 43,801 shares; 2025Q2: 57,922 shares; 2025Q3: 17,162 shares; 2025Q4: 3,401 shares 3,401 $186K 0.03% -13,761 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 3,141 shares; 2025Q1: 3,149 shares; 2025Q2: 3,158 shares; 2025Q3: 3,166 shares; 2025Q4: 3,174 shares 3,174 $184K 0.03% +8 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,987 shares 11,987 $183K 0.03% new 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: not reported; 2024Q4: 735 shares; 2025Q1: 861 shares; 2025Q2: 863 shares; 2025Q3: 866 shares; 2025Q4: 869 shares 869 $183K 0.03% +3 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 6,440 shares; 2025Q1: 3,898 shares; 2025Q2: 3,340 shares; 2025Q3: 3,144 shares; 2025Q4: 3,116 shares 3,116 $183K 0.03% -28 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares 2,900 $180K 0.03% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 558 shares; 2025Q1: 587 shares; 2025Q2: 547 shares; 2025Q3: 519 shares; 2025Q4: 830 shares 830 $178K 0.03% +311 Timeline TOPT 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: 2,400 shares; 2025Q2: 5,625 shares; 2025Q3: 5,625 shares; 2025Q4: 5,625 shares 5,625 $176K 0.03% 0 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: 2,240 shares; 2025Q1: 2,490 shares; 2025Q2: 3,345 shares; 2025Q3: 3,545 shares; 2025Q4: 3,902 shares 3,902 $175K 0.03% +357 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 723 shares 723 $175K 0.03% new 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: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 751 shares; 2025Q4: 751 shares 751 $174K 0.03% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,109 shares; 2025Q1: 2,550 shares; 2025Q2: 3,271 shares; 2025Q3: 3,292 shares; 2025Q4: 3,034 shares 3,034 $171K 0.03% -258 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,397 shares; 2025Q1: 2,397 shares; 2025Q2: 2,297 shares; 2025Q3: 2,297 shares; 2025Q4: 2,297 shares 2,297 $171K 0.03% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,557 shares; 2025Q1: 2,157 shares; 2025Q2: 2,157 shares; 2025Q3: 5,300 shares; 2025Q4: 7,300 shares 7,300 $171K 0.03% +2,000 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: 925 shares; 2024Q4: 2,669 shares; 2025Q1: 2,845 shares; 2025Q2: 2,790 shares; 2025Q3: 157 shares; 2025Q4: 157 shares 157 $168K 0.03% 0 Timeline BLSH BULLISH More: the full row for BULLISH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,165 shares; 2025Q4: 4,435 shares 4,435 $168K 0.03% +1,270 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 840 shares; 2025Q1: 1,010 shares; 2025Q2: 1,012 shares; 2025Q3: 1,013 shares; 2025Q4: 715 shares 715 $164K 0.03% -298 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,580 shares; 2025Q1: 9,580 shares; 2025Q2: 10,580 shares; 2025Q3: 10,580 shares; 2025Q4: 5,500 shares 5,500 $163K 0.03% -5,080 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 3,949 shares 3,949 $162K 0.03% +2,749 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: 1,737 shares; 2024Q4: 2,286 shares; 2025Q1: 469 shares; 2025Q2: 296 shares; 2025Q3: 297 shares; 2025Q4: 3,547 shares 3,547 $159K 0.02% +3,250 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,226 shares; 2025Q1: 1,533 shares; 2025Q2: 1,557 shares; 2025Q3: 1,564 shares; 2025Q4: 1,571 shares 1,571 $156K 0.02% +7 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: 350 shares; 2025Q1: 65 shares; 2025Q2: 3,106 shares; 2025Q3: 540 shares; 2025Q4: 686 shares 686 $155K 0.02% +146 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,350 shares; 2025Q3: 12,350 shares; 2025Q4: 12,350 shares 12,350 $152K 0.02% 0 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: 380 shares; 2024Q4: 509 shares; 2025Q1: 631 shares; 2025Q2: 600 shares; 2025Q3: 570 shares; 2025Q4: 627 shares 627 $151K 0.02% +57 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 3,060 shares 3,060 $148K 0.02% +2,864 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,767 shares 1,767 $147K 0.02% -53 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,809 shares; 2024Q4: 16,740 shares; 2025Q1: 15,094 shares; 2025Q2: 15,094 shares; 2025Q3: 15,094 shares; 2025Q4: 15,094 shares 15,094 $146K 0.02% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,111 shares; 2024Q4: 3,111 shares; 2025Q1: 3,111 shares; 2025Q2: 3,111 shares; 2025Q3: 3,111 shares; 2025Q4: 3,111 shares 3,111 $146K 0.02% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,240 shares; 2025Q1: 6,062 shares; 2025Q2: 4,661 shares; 2025Q3: 4,522 shares; 2025Q4: 4,897 shares 4,897 $143K 0.02% +375 Timeline VOOV 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: not reported; 2024Q4: 1,247 shares; 2025Q1: 931 shares; 2025Q2: 692 shares; 2025Q3: 694 shares; 2025Q4: 695 shares 695 $142K 0.02% +1 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 384 shares; 2025Q1: 717 shares; 2025Q2: 696 shares; 2025Q3: 699 shares; 2025Q4: 1,217 shares 1,217 $140K 0.02% +518 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: 137 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 403 shares; 2025Q3: 350 shares; 2025Q4: 438 shares 438 $139K 0.02% +88 Timeline PCEF 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: 10,641 shares; 2024Q4: 10,502 shares; 2025Q1: 9,924 shares; 2025Q2: 7,449 shares; 2025Q3: 6,691 shares; 2025Q4: 6,991 shares 6,991 $139K 0.02% +300 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: 2,660 shares; 2024Q4: 2,837 shares; 2025Q1: 2,288 shares; 2025Q2: 7,377 shares; 2025Q3: 6,658 shares; 2025Q4: 3,122 shares 3,122 $133K 0.02% -3,536 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: 3,000 shares 3,000 $132K 0.02% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 1,310 shares; 2025Q2: 5,697 shares; 2025Q3: 15 shares; 2025Q4: 1,650 shares 1,650 $131K 0.02% +1,635 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 542 shares; 2025Q3: 312 shares; 2025Q4: 293 shares 293 $131K 0.02% -19 AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,665 shares; 2025Q1: 3,423 shares; 2025Q2: 3,423 shares; 2025Q3: 3,229 shares; 2025Q4: 2,751 shares 2,751 $129K 0.02% -478 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,204 shares; 2025Q1: 2,155 shares; 2025Q2: 2,156 shares; 2025Q3: 1,857 shares; 2025Q4: 1,572 shares 1,572 $128K 0.02% -285 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,907 shares; 2025Q3: 8,093 shares; 2025Q4: 2,509 shares 2,509 $128K 0.02% -5,584 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: 4,651 shares; 2025Q3: 1,956 shares; 2025Q4: 2,906 shares 2,906 $127K 0.02% +950 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,590 shares; 2024Q4: 5,630 shares; 2025Q1: 2,500 shares; 2025Q2: 2,795 shares; 2025Q3: 2,901 shares; 2025Q4: 2,495 shares 2,495 $126K 0.02% -406 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,151 shares 1,151 $125K 0.02% new 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: 6,285 shares; 2024Q4: 16,566 shares; 2025Q1: 19,437 shares; 2025Q2: 1,637 shares; 2025Q3: 1,231 shares; 2025Q4: 991 shares 991 $125K 0.02% -240 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 1,037 shares; 2025Q1: 1,498 shares; 2025Q2: 1,133 shares; 2025Q3: 1,092 shares; 2025Q4: 1,594 shares 1,594 $124K 0.02% +502 Timeline ANGL 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: 527 shares; 2024Q4: 3,267 shares; 2025Q1: 3,504 shares; 2025Q2: 4,192 shares; 2025Q3: 4,192 shares; 2025Q4: 4,192 shares 4,192 $123K 0.02% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 752 shares; 2025Q1: 720 shares; 2025Q2: 732 shares; 2025Q3: 634 shares; 2025Q4: 699 shares 699 $121K 0.02% +65 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,844 shares; 2024Q4: 17,230 shares; 2025Q1: 12,664 shares; 2025Q2: 9,321 shares; 2025Q3: 8,771 shares; 2025Q4: 15,472 shares 15,472 $120K 0.02% +6,701 Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,150 shares; 2025Q1: 4,150 shares; 2025Q2: 4,050 shares; 2025Q3: 3,950 shares; 2025Q4: 3,950 shares 3,950 $120K 0.02% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 495 shares; 2025Q1: 443 shares; 2025Q2: 733 shares; 2025Q3: 736 shares; 2025Q4: 738 shares 738 $120K 0.02% +2 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,805 shares; 2025Q1: 2,828 shares; 2025Q2: 2,864 shares; 2025Q3: 2,901 shares; 2025Q4: 2,955 shares 2,955 $119K 0.02% +54 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: not reported; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 453 shares; 2025Q3: 453 shares; 2025Q4: 454 shares 454 $117K 0.02% +1 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 1,341 shares; 2025Q3: 991 shares; 2025Q4: 1,249 shares 1,249 $116K 0.02% +258 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 660 shares; 2025Q1: 388 shares; 2025Q2: 374 shares; 2025Q3: 344 shares; 2025Q4: 345 shares 345 $116K 0.02% +1 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,164 shares; 2025Q1: 2,164 shares; 2025Q2: 2,164 shares; 2025Q3: 2,164 shares; 2025Q4: 2,164 shares 2,164 $116K 0.02% 0 Timeline RDIV 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: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,202 shares; 2025Q4: 2,203 shares 2,203 $115K 0.02% +1 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,420 shares; 2025Q1: 3,720 shares; 2025Q2: 3,720 shares; 2025Q3: 3,721 shares; 2025Q4: 4,722 shares 4,722 $115K 0.02% +1,001 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 1,855 shares; 2025Q1: 1,415 shares; 2025Q2: 1,416 shares; 2025Q3: 1,418 shares; 2025Q4: 1,420 shares 1,420 $114K 0.02% +2 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,973 shares; 2025Q1: 1,423 shares; 2025Q2: 1,753 shares; 2025Q3: 1,750 shares; 2025Q4: 1,730 shares 1,730 $113K 0.02% -20 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 676 shares; 2025Q1: 677 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 1,051 shares 1,051 $112K 0.02% +346 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,608 shares 1,608 $112K 0.02% 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: 164 shares; 2024Q4: 196 shares; 2025Q1: 0 shares; 2025Q2: 867 shares; 2025Q3: 785 shares; 2025Q4: 3,739 shares 3,739 $112K 0.02% +2,954 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: 6,292 shares; 2024Q4: 4,253 shares; 2025Q1: 2,538 shares; 2025Q2: 2,552 shares; 2025Q3: 2,566 shares; 2025Q4: 2,075 shares 2,075 $112K 0.02% -491 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,894 shares 2,894 $111K 0.02% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 407 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 399 shares 399 $110K 0.02% +10 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: 2,200 shares; 2024Q4: 4,000 shares; 2025Q1: 2,200 shares; 2025Q2: 2,388 shares; 2025Q3: 2,696 shares; 2025Q4: 2,479 shares 2,479 $109K 0.02% -217 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,989 shares 4,989 $109K 0.02% 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: 281 shares; 2025Q1: 173 shares; 2025Q2: 811 shares; 2025Q3: 138 shares; 2025Q4: 101 shares 101 $108K 0.02% -37 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 786 shares; 2025Q1: 866 shares; 2025Q2: 2,879 shares; 2025Q3: 2,962 shares; 2025Q4: 1,165 shares 1,165 $108K 0.02% -1,797 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 872 shares; 2025Q1: 1,115 shares; 2025Q2: 1,115 shares; 2025Q3: 1,051 shares; 2025Q4: 1,051 shares 1,051 $108K 0.02% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,325 shares; 2024Q4: 2,779 shares; 2025Q1: 2,007 shares; 2025Q2: 2,021 shares; 2025Q3: 2,028 shares; 2025Q4: 2,933 shares 2,933 $107K 0.02% +905 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 637 shares; 2025Q4: 637 shares 637 $107K 0.02% 0 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: 20,190 shares; 2024Q4: 548 shares; 2025Q1: 247 shares; 2025Q2: 257 shares; 2025Q3: 2,102 shares; 2025Q4: 2,102 shares 2,102 $107K 0.02% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,867 shares 5,867 $107K 0.02% new Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,097 shares 4,097 $106K 0.02% new Timeline PPA 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: 491 shares; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 1,287 shares; 2025Q3: 1,163 shares; 2025Q4: 674 shares 674 $106K 0.02% -489 Timeline ATI ATI INC More: the full row for ATI 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: 920 shares 920 $106K 0.02% new Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,630 shares; 2025Q2: 3,959 shares; 2025Q3: 5,823 shares; 2025Q4: 10,197 shares 10,197 $105K 0.02% +4,374 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 217 shares; 2025Q1: 250 shares; 2025Q2: 242 shares; 2025Q3: 303 shares; 2025Q4: 242 shares 242 $102K 0.02% -61 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: 580 shares; 2025Q1: 584 shares; 2025Q2: 589 shares; 2025Q3: 593 shares; 2025Q4: 596 shares 596 $102K 0.02% +3 Timeline LAES SEALSQ CORP More: the full row for SEALSQ 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: 26,850 shares 26,850 $101K 0.02% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,852 shares; 2025Q1: 1,553 shares; 2025Q2: 2,154 shares; 2025Q3: 2,231 shares; 2025Q4: 2,632 shares 2,632 $101K 0.02% +401 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 611 shares; 2025Q1: 421 shares; 2025Q2: 365 shares; 2025Q3: 303 shares; 2025Q4: 998 shares 998 $98.9K 0.02% +695 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,000 shares; 2025Q2: 4,460 shares; 2025Q3: 3,561 shares; 2025Q4: 1,386 shares 1,386 $96.3K 0.01% -2,175 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 58 shares; 2025Q1: 80 shares; 2025Q2: 41 shares; 2025Q3: 67 shares; 2025Q4: 79 shares 79 $96.1K 0.01% +12 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 463 shares; 2025Q1: 414 shares; 2025Q2: 392 shares; 2025Q3: 393 shares; 2025Q4: 394 shares 394 $94.9K 0.01% +1 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: not reported; 2024Q4: 649 shares; 2025Q1: 448 shares; 2025Q2: 338 shares; 2025Q3: 339 shares; 2025Q4: 314 shares 314 $94.6K 0.01% -25 Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 620 shares; 2025Q2: 470 shares; 2025Q3: 1,170 shares; 2025Q4: 9,070 shares 9,070 $94.1K 0.01% +7,900 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,800 shares 3,800 $93.2K 0.01% +300 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: 1,107 shares; 2024Q4: 946 shares; 2025Q1: 946 shares; 2025Q2: 9,151 shares; 2025Q3: 9,071 shares; 2025Q4: 1,084 shares 1,084 $93K 0.01% -7,987 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,373 shares 2,373 $92.3K 0.01% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 325 shares; 2025Q1: 327 shares; 2025Q2: 328 shares; 2025Q3: 330 shares; 2025Q4: 336 shares 336 $91.1K 0.01% +6 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 585 shares; 2025Q1: 587 shares; 2025Q2: 590 shares; 2025Q3: 593 shares; 2025Q4: 596 shares 596 $90.1K 0.01% +3 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: not reported; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,995 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $89.9K 0.01% 0 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 1,675 shares; 2025Q1: 1,675 shares; 2025Q2: 4,075 shares; 2025Q3: 4,075 shares; 2025Q4: 6,100 shares 6,100 $89.4K 0.01% +2,025 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,625 shares; 2025Q4: 7,625 shares 7,625 $89.1K 0.01% +1,000 Timeline VOOG 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: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 173 shares; 2025Q4: 197 shares 197 $87.6K 0.01% +24 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 2,250 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares 3,550 $86.8K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,764 shares; 2025Q1: 1,590 shares; 2025Q2: 2,049 shares; 2025Q3: 2,035 shares; 2025Q4: 2,976 shares 2,976 $85.8K 0.01% +941 Timeline NPK NATIONAL PRESTO INDS INC More: the full row for NATIONAL PRESTO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $85.4K 0.01% 0 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA 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: 5,500 shares; 2025Q3: 6,450 shares; 2025Q4: 9,425 shares 9,425 $84.7K 0.01% +2,975 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 1,701 shares; 2025Q1: 1,703 shares; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares; 2025Q4: 1,639 shares 1,639 $83.2K 0.01% +401 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 133 shares; 2025Q1: 496 shares; 2025Q2: 492 shares; 2025Q3: 542 shares; 2025Q4: 598 shares 598 $83.2K 0.01% +56 Timeline XME 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: 141 shares; 2024Q4: 141 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,746 shares; 2025Q4: 800 shares 800 $82.9K 0.01% -9,946 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: 314 shares; 2025Q1: 314 shares; 2025Q2: 319 shares; 2025Q3: 315 shares; 2025Q4: 335 shares 335 $82.6K 0.01% +20 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 594 shares; 2025Q1: 594 shares; 2025Q2: 594 shares; 2025Q3: 594 shares; 2025Q4: 594 shares 594 $80.9K 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: 72 shares; 2024Q4: 1,085 shares; 2025Q1: 754 shares; 2025Q2: 844 shares; 2025Q3: 845 shares; 2025Q4: 858 shares 858 $80.3K 0.01% +13 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 1,167 shares; 2025Q1: 1,167 shares; 2025Q2: 1,627 shares; 2025Q3: 1,615 shares; 2025Q4: 1,192 shares 1,192 $79.9K 0.01% -423 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: 911 shares; 2024Q4: 446 shares; 2025Q1: 437 shares; 2025Q2: 392 shares; 2025Q3: 394 shares; 2025Q4: 413 shares 413 $79.2K 0.01% +19 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,550 shares; 2025Q4: 4,555 shares 4,555 $78.8K 0.01% +5 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: not reported; 2024Q4: 436 shares; 2025Q1: 438 shares; 2025Q2: 488 shares; 2025Q3: 500 shares; 2025Q4: 527 shares 527 $78.4K 0.01% +27 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: 652 shares; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 276 shares; 2025Q3: 635 shares; 2025Q4: 635 shares 635 $77.4K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 12,959 shares; 2025Q3: 13,244 shares; 2025Q4: 1,614 shares 1,614 $77.2K 0.01% -11,630 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: not reported; 2024Q4: 838 shares; 2025Q1: 839 shares; 2025Q2: 839 shares; 2025Q3: 839 shares; 2025Q4: 839 shares 839 $77.1K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,207 shares; 2025Q1: 2,758 shares; 2025Q2: 2,258 shares; 2025Q3: 2,258 shares; 2025Q4: 2,398 shares 2,398 $76.9K 0.01% +140 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 813 shares; 2025Q1: 859 shares; 2025Q2: 786 shares; 2025Q3: 940 shares; 2025Q4: 940 shares 940 $76.3K 0.01% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 7,760 shares; 2025Q4: 5,760 shares 5,760 $76K 0.01% -2,000 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,602 shares; 2024Q4: 8,602 shares; 2025Q1: 9,849 shares; 2025Q2: 9,529 shares; 2025Q3: 10,469 shares; 2025Q4: 8,282 shares 8,282 $76K 0.01% -2,187 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: 319 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 2,055 shares; 2025Q3: 1,954 shares; 2025Q4: 376 shares 376 $74.8K 0.01% -1,578 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 93 shares; 2025Q2: 95 shares; 2025Q3: 94 shares; 2025Q4: 129 shares 129 $74.6K 0.01% +35 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: 7,383 shares; 2025Q1: 5,638 shares; 2025Q2: 10,029 shares; 2025Q3: 839 shares; 2025Q4: 1,347 shares 1,347 $74.1K 0.01% +508 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 255 shares; 2025Q4: 6,205 shares 6,205 $73.8K 0.01% +5,950 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,102 shares; 2025Q1: 3,129 shares; 2025Q2: 3,171 shares; 2025Q3: 3,213 shares; 2025Q4: 3,269 shares 3,269 $73.8K 0.01% +56 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 919 shares; 2025Q1: 927 shares; 2025Q2: 981 shares; 2025Q3: 954 shares; 2025Q4: 971 shares 971 $73.7K 0.01% +17 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 568 shares 568 $73.3K 0.01% new Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 34 shares; 2025Q4: 34 shares 34 $73K 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares 1,575 $72.9K 0.01% 0 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,817 shares; 2024Q4: 5,821 shares; 2025Q1: 5,125 shares; 2025Q2: 5,102 shares; 2025Q3: 5,028 shares; 2025Q4: 5,028 shares 5,028 $72.2K 0.01% 0 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: 326 shares; 2024Q4: 326 shares; 2025Q1: 326 shares; 2025Q2: 1,237 shares; 2025Q3: 1,157 shares; 2025Q4: 553 shares 553 $72K 0.01% -604 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: 1,775 shares; 2025Q3: 2,408 shares; 2025Q4: 2,808 shares 2,808 $71.3K 0.01% +400 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 743 shares; 2025Q1: 725 shares; 2025Q2: 625 shares; 2025Q3: 525 shares; 2025Q4: 525 shares 525 $69.8K 0.01% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,782 shares; 2025Q1: 2,567 shares; 2025Q2: 2,567 shares; 2025Q3: 98,922 shares; 2025Q4: 2,817 shares 2,817 $68.7K 0.01% -96,105 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,725 shares; 2024Q4: 1,725 shares; 2025Q1: 1,200 shares; 2025Q2: 1,943 shares; 2025Q3: 1,911 shares; 2025Q4: 1,991 shares 1,991 $68.6K 0.01% +80 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 7,749 shares 7,749 $67.9K 0.01% +1,749 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: 8,100 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 4,000 shares 4,000 $67K 0.01% -4,000 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,352 shares; 2025Q1: 1,368 shares; 2025Q2: 13,417 shares; 2025Q3: 1,404 shares; 2025Q4: 1,424 shares 1,424 $66.9K 0.01% +20 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 808 shares; 2025Q4: 1,488 shares 1,488 $66.3K 0.01% +680 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: 65 shares; 2024Q4: 65 shares; 2025Q1: 119 shares; 2025Q2: 393 shares; 2025Q3: 14,413 shares; 2025Q4: 273 shares 273 $66.2K 0.01% -14,140 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: not reported; 2024Q4: 596 shares; 2025Q1: 723 shares; 2025Q2: 527 shares; 2025Q3: 529 shares; 2025Q4: 549 shares 549 $66K 0.01% +20 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 1,736 shares; 2025Q1: 1,736 shares; 2025Q2: 2,981 shares; 2025Q3: 2,981 shares; 2025Q4: 4,943 shares 4,943 $65.7K 0.01% +1,962 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,983 shares; 2024Q4: 5,009 shares; 2025Q1: 4,416 shares; 2025Q2: 1,214 shares; 2025Q3: 1,365 shares; 2025Q4: 1,367 shares 1,367 $65.6K 0.01% +2 Timeline STIP 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: 639 shares; 2024Q4: 639 shares; 2025Q1: 639 shares; 2025Q2: 639 shares; 2025Q3: 639 shares; 2025Q4: 639 shares 639 $65.4K 0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $65.1K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,138 shares; 2025Q1: 1,218 shares; 2025Q2: 1,295 shares; 2025Q3: 1,294 shares; 2025Q4: 1,228 shares 1,228 $64.9K 0.01% -66 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT 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: 2,095 shares 2,095 $64.8K 0.01% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 465 shares; 2025Q3: 616 shares; 2025Q4: 495 shares 495 $63.8K 0.01% -121 Timeline ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,375 shares; 2025Q3: 1,275 shares; 2025Q4: 3,450 shares 3,450 $63.6K 0.01% +2,175 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 254 shares; 2025Q1: 272 shares; 2025Q2: 622 shares; 2025Q3: 522 shares; 2025Q4: 322 shares 322 $62.8K 0.01% -200 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,413 shares; 2025Q1: 2,415 shares; 2025Q2: 2,416 shares; 2025Q3: 4,713 shares; 2025Q4: 961 shares 961 $62.6K 0.01% -3,752 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares 1,055 $62.3K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,947 shares; 2024Q4: 71,578 shares; 2025Q1: 117,471 shares; 2025Q2: 104,714 shares; 2025Q3: 1,852 shares; 2025Q4: 2,266 shares 2,266 $62.3K 0.01% +414 Timeline KRE 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: 996 shares; 2024Q4: 994 shares; 2025Q1: 994 shares; 2025Q2: 994 shares; 2025Q3: 960 shares; 2025Q4: 960 shares 960 $62.2K 0.01% 0 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: 198 shares; 2024Q4: 378 shares; 2025Q1: 379 shares; 2025Q2: 380 shares; 2025Q3: 288 shares; 2025Q4: 382 shares 382 $61.9K 0.01% +94 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,492 shares; 2025Q1: 1,492 shares; 2025Q2: 1,446 shares; 2025Q3: 1,426 shares; 2025Q4: 1,592 shares 1,592 $61.7K 0.01% +166 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 335 shares 335 $61.6K 0.01% 0 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,032 shares; 2024Q4: 11,106 shares; 2025Q1: 9,501 shares; 2025Q2: 5,194 shares; 2025Q3: 4,899 shares; 2025Q4: 4,550 shares 4,550 $61.3K 0.01% -349 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,137 shares; 2025Q1: 2,152 shares; 2025Q2: 2,167 shares; 2025Q3: 2,182 shares; 2025Q4: 2,198 shares 2,198 $61.1K 0.01% +16 Timeline SPTM 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: 740 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 740 shares 740 $61K 0.01% 0 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $60.7K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 237 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 117 shares 117 $59.5K 0.01% +27 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 73 shares 73 $59.2K 0.01% +48 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: 490 shares; 2024Q4: 518 shares; 2025Q1: 320 shares; 2025Q2: 826 shares; 2025Q3: 488 shares; 2025Q4: 221 shares 221 $59.2K 0.01% -267 Timeline JXI 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: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $59K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153 shares 153 $58.6K 0.01% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,103 shares; 2025Q3: 5,928 shares; 2025Q4: 950 shares 950 $57.8K 0.01% -4,978 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares 2,100 $57.1K 0.01% 0 Timeline NLR 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: 459 shares 459 $57K 0.01% new Timeline FIW 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: 14 shares; 2025Q3: 14 shares; 2025Q4: 523 shares 523 $56.8K 0.01% +509 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: 997 shares; 2025Q1: 697 shares; 2025Q2: 704 shares; 2025Q3: 709 shares; 2025Q4: 709 shares 709 $56.7K 0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,638 shares; 2024Q4: 14,672 shares; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares 5,250 $56.3K 0.01% 0 Timeline USHY 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $56.1K 0.01% 0 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 1,750 shares 1,750 $56K 0.01% -1,850 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,468 shares; 2025Q1: 1,735 shares; 2025Q2: 1,746 shares; 2025Q3: 1,700 shares; 2025Q4: 700 shares 700 $55.6K 0.01% -1,000 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS 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: 6,000 shares 6,000 $54.8K 0.01% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 251 shares 251 $54.7K 0.01% new Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 823 shares 823 $53.8K 0.01% new Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 306 shares 306 $53.7K 0.01% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 1,290 shares; 2025Q1: 40 shares; 2025Q2: 527 shares; 2025Q3: 706 shares; 2025Q4: 880 shares 880 $52.9K 0.01% +174 Timeline HSY HERSHEY CO More: the full row for HERSHEY 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: 371 shares; 2025Q2: 287 shares; 2025Q3: 289 shares; 2025Q4: 290 shares 290 $52.8K 0.01% +1 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 900 shares 900 $52.8K 0.01% +300 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $52.8K 0.01% 0 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 428 shares; 2025Q3: 428 shares; 2025Q4: 428 shares 428 $52.7K 0.01% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 7 shares; 2025Q4: 5,007 shares 5,007 $52.2K 0.01% +5,000 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 327 shares; 2025Q1: 331 shares; 2025Q2: 1,015 shares; 2025Q3: 1,027 shares; 2025Q4: 1,038 shares 1,038 $52.1K 0.01% +11 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 1,117 shares; 2025Q3: 1,117 shares; 2025Q4: 2,233 shares 2,233 $51.9K 0.01% +1,116 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,282 shares; 2025Q1: 1,067 shares; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 911 shares 911 $51.7K 0.01% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $51.6K 0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,275 shares; 2024Q4: 10,275 shares; 2025Q1: 10,275 shares; 2025Q2: 10,275 shares; 2025Q3: 10,275 shares; 2025Q4: 10,275 shares 10,275 $51.4K 0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 144 shares; 2025Q1: 145 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 146 shares 146 $51.2K 0.01% -37 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,410 shares 1,410 $51.2K 0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,702 shares; 2025Q1: 904 shares; 2025Q2: 405 shares; 2025Q3: 206 shares; 2025Q4: 438 shares 438 $51.1K 0.01% +232 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 490 shares; 2025Q1: 390 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares 315 $51.1K 0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $51.1K 0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 1,672 shares; 2025Q3: 432 shares; 2025Q4: 432 shares 432 $50.8K 0.01% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 2,900 shares; 2025Q1: 5,302 shares; 2025Q2: 2,102 shares; 2025Q3: 2,102 shares; 2025Q4: 2,102 shares 2,102 $50.6K 0.01% 0 Timeline KGLD KURV ETF TR More: the full row for KURV ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,650 shares 1,650 $50.4K 0.01% new Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares 375 $49.9K 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 901 shares; 2025Q1: 908 shares; 2025Q2: 755 shares; 2025Q3: 761 shares; 2025Q4: 767 shares 767 $49.8K 0.01% +6 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113 shares; 2025Q1: not reported; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,753 shares 1,753 $49.5K 0.01% +503 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 495 shares 495 $49.4K 0.01% +200 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 75 shares; 2025Q1: 77 shares; 2025Q2: 73 shares; 2025Q3: 63 shares; 2025Q4: 63 shares 63 $48.6K 0.01% 0 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 915 shares; 2025Q1: 923 shares; 2025Q2: 935 shares; 2025Q3: 947 shares; 2025Q4: 963 shares 963 $48.6K 0.01% +16 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 6,312 shares; 2025Q3: 817 shares; 2025Q4: 524 shares 524 $47.6K 0.01% -293 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 14 shares 14 $47.5K 0.01% +4 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $47.4K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 219 shares; 2025Q3: 154 shares; 2025Q4: 428 shares 428 $47.2K 0.01% +274 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 488 shares; 2025Q1: 370 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 318 shares 318 $46.9K 0.01% -2 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,826 shares; 2025Q1: 38,420 shares; 2025Q2: 33,393 shares; 2025Q3: 9,139 shares; 2025Q4: 3,568 shares 3,568 $46.8K 0.01% -5,571 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,094 shares; 2025Q1: 16,400 shares; 2025Q2: 15,231 shares; 2025Q3: 536 shares; 2025Q4: 536 shares 536 $46.7K 0.01% 0 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: not reported; 2024Q4: 424 shares; 2025Q1: 12,744 shares; 2025Q2: 695 shares; 2025Q3: 697 shares; 2025Q4: 701 shares 701 $46.3K 0.01% +4 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 847 shares; 2025Q1: 847 shares; 2025Q2: 947 shares; 2025Q3: 947 shares; 2025Q4: 947 shares 947 $44.9K 0.01% 0 Timeline IVOV 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: not reported; 2024Q4: 444 shares; 2025Q1: 444 shares; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 444 shares 444 $44.8K 0.01% 0 Timeline QCLN 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $44.6K 0.01% 0 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,467 shares; 2025Q2: 10,302 shares; 2025Q3: 15,686 shares; 2025Q4: 933 shares 933 $44.5K 0.01% -14,753 Timeline PTLO PORTILLOS INC More: the full row for PORTILLOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,850 shares; 2024Q4: 7,600 shares; 2025Q1: 7,600 shares; 2025Q2: 7,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,800 shares 9,800 $44.5K 0.01% +200 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 8,034 shares; 2025Q2: 18,246 shares; 2025Q3: 27,816 shares; 2025Q4: 1,679 shares 1,679 $44.5K 0.01% -26,137 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 5,500 shares 5,500 $44.4K 0.01% +1,500 Timeline DVY 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: 393 shares; 2025Q1: 305 shares; 2025Q2: 307 shares; 2025Q3: 248 shares; 2025Q4: 314 shares 314 $44.3K 0.01% +66 Timeline GLSI GREENWICH LIFESCIENCES INC More: the full row for GREENWICH LIFESCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares 2,100 $44.1K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares 117 $43.7K 0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 450 shares; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: 559 shares; 2025Q4: 573 shares 573 $43.7K 0.01% +14 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,004 shares 3,004 $43.7K 0.01% new Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 250 shares; 2025Q4: 3,400 shares 3,400 $43.1K 0.01% +3,150 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $43K 0.01% 0 Timeline JJSF J & J SNACK FOODS CORP More: the full row for J & J SNACK FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares 475 $42.9K 0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 23 shares; 2025Q3: 14 shares; 2025Q4: 8 shares 8 $42.8K 0.01% -6 Timeline EZM 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: 632 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 632 shares 632 $42.2K 0.01% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,200 shares 1,200 $42.2K 0.01% +200 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: 21 shares; 2024Q4: 21 shares; 2025Q1: 121 shares; 2025Q2: 100 shares; 2025Q3: 455 shares; 2025Q4: 455 shares 455 $42K 0.01% 0 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: 2,882 shares; 2024Q4: 2,215 shares; 2025Q1: 610 shares; 2025Q2: 945 shares; 2025Q3: 879 shares; 2025Q4: 775 shares 775 $41.9K 0.01% -104 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares; 2025Q4: 585 shares 585 $41.6K 0.01% -1,160 Timeline DWAS 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: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares 430 $41.6K 0.01% 0 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 898 shares; 2025Q3: 898 shares; 2025Q4: 898 shares 898 $41.4K 0.01% 0 Timeline EMB 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: 407 shares; 2025Q1: 412 shares; 2025Q2: 417 shares; 2025Q3: 423 shares; 2025Q4: 430 shares 430 $41.4K 0.01% +7 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 22 shares; 2025Q4: 99 shares 99 $40.9K 0.01% +77 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,337 shares; 2025Q1: 1,339 shares; 2025Q2: 1,163 shares; 2025Q3: 1,171 shares; 2025Q4: 1,171 shares 1,171 $40.7K 0.01% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,608 shares; 2025Q1: 1,608 shares; 2025Q2: 1,608 shares; 2025Q3: 1,608 shares; 2025Q4: 2,263 shares 2,263 $40.6K 0.01% +655 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: not reported; 2024Q4: 518 shares; 2025Q1: 519 shares; 2025Q2: 523 shares; 2025Q3: 526 shares; 2025Q4: 535 shares 535 $40.4K 0.01% +9 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,012 shares; 2025Q1: 1,703 shares; 2025Q2: 1,703 shares; 2025Q3: 1,703 shares; 2025Q4: 1,703 shares 1,703 $40.3K 0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 563 shares 563 $40.2K 0.01% +400 Timeline SHYG 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: 853 shares; 2024Q4: 873 shares; 2025Q1: 884 shares; 2025Q2: 5,422 shares; 2025Q3: 10,549 shares; 2025Q4: 937 shares 937 $40.2K 0.01% -9,612 Timeline QDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 1,300 shares 1,300 $40.1K 0.01% +900 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,334 shares; 2024Q4: 4,562 shares; 2025Q1: 4,615 shares; 2025Q2: 2,536 shares; 2025Q3: 2,536 shares; 2025Q4: 2,536 shares 2,536 $39.9K 0.01% 0 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: 529 shares; 2024Q4: 552 shares; 2025Q1: 405 shares; 2025Q2: 287 shares; 2025Q3: 287 shares; 2025Q4: 337 shares 337 $39.6K 0.01% +50 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares 200 $39.6K 0.01% new Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares 1,950 $39.4K 0.01% 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: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $39K 0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 323 shares; 2025Q1: 220 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 210 shares 210 $39K 0.01% -97 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: not reported; 2024Q4: 122 shares; 2025Q1: 123 shares; 2025Q2: 125 shares; 2025Q3: 126 shares; 2025Q4: 527 shares 527 $38.7K 0.01% +401 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: 4,298 shares; 2024Q4: 698 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 4,163 shares; 2025Q4: 263 shares 263 $38.5K 0.01% -3,900 Timeline PMT PENNYMAC MTG INVT TR More: the full row for PENNYMAC MTG INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 3,000 shares 3,000 $37.6K 0.01% +2,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 781 shares 781 $37.3K 0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 203 shares; 2025Q1: 204 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 206 shares 206 $36.8K 0.01% +1 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 244 shares; 2025Q1: 245 shares; 2025Q2: 246 shares; 2025Q3: 247 shares; 2025Q4: 471 shares 471 $36.7K 0.01% +224 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $36.5K 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: 1,350 shares; 2024Q4: 1,241 shares; 2025Q1: 1,041 shares; 2025Q2: 1,348 shares; 2025Q3: 531 shares; 2025Q4: 104 shares 104 $36.4K 0.01% -427 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: 1,765 shares; 2025Q1: 1,765 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares 1,765 $36.4K 0.01% 0 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 2,565 shares; 2025Q1: 1,150 shares; 2025Q2: 635 shares; 2025Q3: 320 shares; 2025Q4: 320 shares 320 $36.3K 0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 600 shares; 2025Q4: 500 shares 500 $36.3K 0.01% -100 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,425 shares; 2025Q1: 1,158 shares; 2025Q2: 1,344 shares; 2025Q3: 699 shares; 2025Q4: 569 shares 569 $36.2K 0.01% -130 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: 23 shares; 2025Q2: 123 shares; 2025Q3: 23 shares; 2025Q4: 323 shares 323 $36.1K 0.01% +300 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: not reported; 2024Q4: 130 shares; 2025Q1: 183 shares; 2025Q2: 107 shares; 2025Q3: 357 shares; 2025Q4: 357 shares 357 $35.7K 0.01% 0 Timeline