QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 440 shares; 2025Q1: 1,149 shares; 2025Q2: 1,740 shares; 2025Q3: 1,761 shares 1,761 $82K 0.01% +21 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 363 shares; 2024Q3: 363 shares; 2024Q4: 426 shares; 2025Q1: 231 shares; 2025Q2: 252 shares; 2025Q3: 260 shares 260 $81.3K 0.01% +8 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $80.2K 0.01% 0 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 12,340 shares; 2024Q3: 12,205 shares; 2024Q4: 12,205 shares; 2025Q1: 1,614 shares; 2025Q2: 1,506 shares; 2025Q3: 1,395 shares 1,395 $79.6K 0.01% -111 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 52,744 shares; 2024Q3: 51,188 shares; 2024Q4: 49,816 shares; 2025Q1: 1,199 shares; 2025Q2: 644 shares; 2025Q3: 644 shares 644 $78.4K 0.01% 0 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; 2023Q4: restricted; 2024Q1: 255 shares; 2024Q2: 3,098 shares; 2024Q3: 3,100 shares; 2024Q4: 4,772 shares; 2025Q1: 2,107 shares; 2025Q2: 2,739 shares; 2025Q3: 2,464 shares 2,464 $77.4K 0.01% -275 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,001 shares; 2024Q2: 2,160 shares; 2024Q3: 1,688 shares; 2024Q4: 1,688 shares; 2025Q1: 1,688 shares; 2025Q2: 2,818 shares; 2025Q3: 2,818 shares 2,818 $77.4K 0.01% 0 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; 2023Q4: restricted; 2024Q1: 558 shares; 2024Q2: 1,418 shares; 2024Q3: 1,098 shares; 2024Q4: 1,140 shares; 2025Q1: 1,062 shares; 2025Q2: 1,176 shares; 2025Q3: 1,226 shares 1,226 $75K 0.01% +50 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; 2023Q4: restricted; 2024Q1: 213 shares; 2024Q2: 1,504 shares; 2024Q3: 635 shares; 2024Q4: 628 shares; 2025Q1: 356 shares; 2025Q2: 266 shares; 2025Q3: 285 shares 285 $74.6K 0.01% +19 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 66 shares; 2024Q2: 143 shares; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 23 shares; 2025Q2: 222 shares; 2025Q3: 234 shares 234 $74.3K 0.01% +12 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 14,946 shares; 2024Q3: 2,875 shares; 2024Q4: 2,060 shares; 2025Q1: 1,748 shares; 2025Q2: 1,758 shares; 2025Q3: 1,651 shares 1,651 $74.2K 0.01% -107 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; 2023Q4: restricted; 2024Q1: 34 shares; 2024Q2: 596 shares; 2024Q3: 798 shares; 2024Q4: 200 shares; 2025Q1: 278 shares; 2025Q2: 392 shares; 2025Q3: 437 shares 437 $73.6K 0.01% +45 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 173 shares; 2024Q3: 173 shares; 2024Q4: 173 shares; 2025Q1: 191 shares; 2025Q2: 192 shares; 2025Q3: 300 shares 300 $73.6K 0.01% +108 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 233 shares; 2025Q2: 359 shares; 2025Q3: 453 shares 453 $72.9K 0.01% +94 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,903 shares 1,903 $72.7K 0.01% new Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 708 shares; 2025Q2: 1,562 shares; 2025Q3: 1,562 shares 1,562 $71.9K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,017 shares; 2024Q3: 301 shares; 2024Q4: 319 shares; 2025Q1: 1,047 shares; 2025Q2: 528 shares; 2025Q3: 706 shares 706 $71.7K 0.01% +178 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; 2023Q4: restricted; 2024Q1: 2,679 shares; 2024Q2: 8,307 shares; 2024Q3: 4,067 shares; 2024Q4: 4,080 shares; 2025Q1: 328 shares; 2025Q2: 831 shares; 2025Q3: 1,124 shares 1,124 $71.2K 0.01% +293 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 348 shares; 2024Q3: 328 shares; 2024Q4: 428 shares; 2025Q1: 352 shares; 2025Q2: 696 shares; 2025Q3: 734 shares 734 $70.9K 0.01% +38 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,511 shares; 2024Q4: 30,619 shares; 2025Q1: 19,967 shares; 2025Q2: 19,967 shares; 2025Q3: 12,967 shares 12,967 $70.4K 0.01% -7,000 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 411 shares; 2024Q3: 411 shares; 2024Q4: 411 shares; 2025Q1: 887 shares; 2025Q2: 861 shares; 2025Q3: 857 shares 857 $70.3K 0.01% -4 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 775 shares; 2025Q3: 848 shares 848 $69.7K 0.01% +73 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,248 shares; 2024Q3: 1,552 shares; 2024Q4: 1,554 shares; 2025Q1: 941 shares; 2025Q2: 580 shares; 2025Q3: 582 shares 582 $69.6K 0.01% +2 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 210 shares; 2025Q2: 800 shares; 2025Q3: 622 shares 622 $69.4K 0.01% -178 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 264 shares; 2024Q3: 113 shares; 2024Q4: 488 shares; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: 488 shares 488 $69.3K 0.01% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,949 shares; 2024Q3: 1,849 shares; 2024Q4: 1,831 shares; 2025Q1: 1,751 shares; 2025Q2: 1,751 shares; 2025Q3: 1,751 shares 1,751 $68.7K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 496 shares; 2024Q3: 48 shares; 2024Q4: 153 shares; 2025Q1: not reported; 2025Q2: 327 shares; 2025Q3: 314 shares 314 $66.7K 0.01% -13 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7 shares; 2024Q2: 45 shares; 2024Q3: 43 shares; 2024Q4: 94 shares; 2025Q1: 168 shares; 2025Q2: 224 shares; 2025Q3: 257 shares 257 $66.7K 0.01% +33 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,076 shares; 2024Q2: 3,076 shares; 2024Q3: 3,076 shares; 2024Q4: 3,076 shares; 2025Q1: 3,076 shares; 2025Q2: 3,076 shares; 2025Q3: 3,076 shares 3,076 $65K 0.01% 0 Timeline QMFE 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $65K 0.01% 0 Timeline MS MORGAN STANLEY DEP SHS REP 1/1 More: the full row for MORGAN STANLEY DEP SHS REP 1/1 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 47 shares; 2024Q2: 47 shares; 2024Q3: 1,547 shares; 2024Q4: 3,547 shares; 2025Q1: 4,547 shares; 2025Q2: 4,547 shares; 2025Q3: 2,547 shares 2,547 $64.7K 0.01% -2,000 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 240 shares; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 862 shares; 2025Q2: 503 shares; 2025Q3: 962 shares 962 $64.5K 0.01% +459 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 675 shares; 2024Q3: 509 shares; 2024Q4: 325 shares; 2025Q1: 267 shares; 2025Q2: 270 shares; 2025Q3: 289 shares 289 $64.4K 0.01% +19 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,095 shares; 2025Q3: 1,337 shares 1,337 $64.1K 0.01% +242 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; 2023Q4: restricted; 2024Q1: 20 shares; 2024Q2: 155 shares; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 120 shares; 2025Q2: 144 shares; 2025Q3: 260 shares 260 $63.9K 0.01% +116 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; 2023Q4: restricted; 2024Q1: 69 shares; 2024Q2: 3,009 shares; 2024Q3: 677 shares; 2024Q4: 659 shares; 2025Q1: 34 shares; 2025Q2: 163 shares; 2025Q3: 185 shares 185 $63.4K 0.01% +22 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; 2023Q4: restricted; 2024Q1: 17 shares; 2024Q2: 1,121 shares; 2024Q3: 1,100 shares; 2024Q4: 1,346 shares; 2025Q1: 4,418 shares; 2025Q2: 5,035 shares; 2025Q3: 5,281 shares 5,281 $63.2K 0.01% +246 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; 2023Q4: restricted; 2024Q1: 312 shares; 2024Q2: 309 shares; 2024Q3: 90 shares; 2024Q4: 443 shares; 2025Q1: 395 shares; 2025Q2: 329 shares; 2025Q3: 307 shares 307 $63K 0.01% -22 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,507 shares; 2025Q3: 1,503 shares 1,503 $62.9K 0.01% -4 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3 shares; 2024Q2: 1,429 shares; 2024Q3: 1,364 shares; 2024Q4: 1,707 shares; 2025Q1: 653 shares; 2025Q2: 463 shares; 2025Q3: 311 shares 311 $62.7K 0.01% -152 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 8,506 shares; 2024Q3: 1,348 shares; 2024Q4: 1,354 shares; 2025Q1: 155 shares; 2025Q2: 171 shares; 2025Q3: 205 shares 205 $62K 0.01% +34 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180 shares; 2025Q2: 205 shares; 2025Q3: 216 shares 216 $61.8K 0.01% +11 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 294 shares; 2024Q3: 294 shares; 2024Q4: 294 shares; 2025Q1: 303 shares; 2025Q2: 296 shares; 2025Q3: 369 shares 369 $61.8K 0.01% +73 Timeline JNUG 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 1,263 shares; 2025Q3: 377 shares 377 $61.5K 0.01% -886 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares 199 $61.3K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 64 shares; 2024Q2: 2,080 shares; 2024Q3: 1,638 shares; 2024Q4: 1,620 shares; 2025Q1: 101 shares; 2025Q2: 285 shares; 2025Q3: 247 shares 247 $61K 0.01% -38 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 367 shares; 2024Q3: 196 shares; 2024Q4: 212 shares; 2025Q1: 170 shares; 2025Q2: 166 shares; 2025Q3: 173 shares 173 $60.5K 0.01% +7 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,014 shares; 2024Q2: 1,912 shares; 2024Q3: 2,533 shares; 2024Q4: 493 shares; 2025Q1: 208 shares; 2025Q2: 1,754 shares; 2025Q3: 1,754 shares 1,754 $60.4K 0.01% 0 Timeline XIACY XIAOMI CORP ADR (CYM) More: the full row for XIAOMI CORP ADR (CYM) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,302 shares; 2025Q3: 1,737 shares 1,737 $60.4K 0.01% +435 Timeline LCTX LINEAGE CELL THERAPEUTICS IN More: the full row for LINEAGE CELL THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,400 shares; 2025Q2: 59,200 shares; 2025Q3: 35,700 shares 35,700 $60.3K 0.01% -23,500 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 637 shares 637 $59.4K 0.01% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $59.2K 0.01% 0 Timeline QCJL 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,532 shares; 2025Q1: 2,532 shares; 2025Q2: 2,532 shares; 2025Q3: 2,532 shares 2,532 $59K 0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 26 shares; 2024Q2: 152 shares; 2024Q3: 147 shares; 2024Q4: 147 shares; 2025Q1: 156 shares; 2025Q2: 162 shares; 2025Q3: 191 shares 191 $58.6K 0.01% +29 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 152 shares; 2024Q3: 152 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares 152 $57.6K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 575 shares; 2025Q2: 623 shares; 2025Q3: 633 shares 633 $57.6K 0.01% +10 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares 800 $57.4K 0.01% 0 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,370 shares; 2024Q2: 8,370 shares; 2024Q3: 6,050 shares; 2024Q4: 6,050 shares; 2025Q1: 6,050 shares; 2025Q2: 6,050 shares; 2025Q3: 6,050 shares 6,050 $57.2K 0.01% 0 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; 2023Q4: restricted; 2024Q1: 8 shares; 2024Q2: 351 shares; 2024Q3: 804 shares; 2024Q4: 796 shares; 2025Q1: 105 shares; 2025Q2: 154 shares; 2025Q3: 138 shares 138 $57.2K 0.01% -16 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 600 shares; 2024Q3: 1,812 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: 14,297 shares; 2025Q3: 11,502 shares 11,502 $56.9K 0.01% -2,795 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 21,905 shares; 2024Q3: 1,020 shares; 2024Q4: 20 shares; 2025Q1: 644 shares; 2025Q2: 1,175 shares; 2025Q3: 1,355 shares 1,355 $56.9K 0.01% +180 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 22,425 shares; 2024Q3: 1,135 shares; 2024Q4: 760 shares; 2025Q1: 1,010 shares; 2025Q2: 860 shares; 2025Q3: 735 shares 735 $56.4K 0.01% -125 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 7,646 shares; 2025Q2: 4,409 shares; 2025Q3: 1,143 shares 1,143 $56K 0.01% -3,266 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1 shares; 2024Q2: 377 shares; 2024Q3: 377 shares; 2024Q4: 378 shares; 2025Q1: 257 shares; 2025Q2: 299 shares; 2025Q3: 330 shares 330 $56K 0.01% +31 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 754 shares; 2024Q3: 754 shares; 2024Q4: 1,050 shares; 2025Q1: 940 shares; 2025Q2: 754 shares; 2025Q3: 754 shares 754 $55.6K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 536 shares; 2024Q2: 9,330 shares; 2024Q3: 9,876 shares; 2024Q4: 9,346 shares; 2025Q1: 195 shares; 2025Q2: 283 shares; 2025Q3: 489 shares 489 $54.8K 0.01% +206 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; 2023Q4: restricted; 2024Q1: 5 shares; 2024Q2: 597 shares; 2024Q3: 597 shares; 2024Q4: 591 shares; 2025Q1: 90 shares; 2025Q2: 467 shares; 2025Q3: 719 shares 719 $54.2K 0.01% +252 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 510 shares; 2024Q3: 481 shares; 2024Q4: 481 shares; 2025Q1: 244 shares; 2025Q2: 221 shares; 2025Q3: 221 shares 221 $54K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 111 shares; 2024Q2: 197 shares; 2024Q3: 53 shares; 2024Q4: 137 shares; 2025Q1: 135 shares; 2025Q2: 142 shares; 2025Q3: 206 shares 206 $53.9K 0.01% +64 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,776 shares; 2025Q3: 1,642 shares 1,642 $53.8K 0.01% -22,134 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 401 shares; 2024Q3: 217 shares; 2024Q4: 219 shares; 2025Q1: 6 shares; 2025Q2: 192 shares; 2025Q3: 150 shares 150 $53.5K 0.01% -42 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 25 shares; 2025Q2: 106 shares; 2025Q3: 169 shares 169 $52.4K 0.01% +63 Timeline CIM REAL ESTATE FINANCE TRU… CIM REAL ESTATE FINANCE TRUST More: the full row for CIM REAL ESTATE FINANCE TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $52.2K 0.01% 0 VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 275 shares; 2024Q3: 275 shares; 2024Q4: 327 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares 275 $52.1K 0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 968 shares; 2024Q2: 968 shares; 2024Q3: 1,220 shares; 2024Q4: 660 shares; 2025Q1: 669 shares; 2025Q2: 669 shares; 2025Q3: 673 shares 673 $51.7K 0.01% +4 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 19 shares; 2024Q2: 1,177 shares; 2024Q3: 104 shares; 2024Q4: 103 shares; 2025Q1: 128 shares; 2025Q2: 440 shares; 2025Q3: 526 shares 526 $51.3K 0.01% +86 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,220 shares; 2024Q3: 2,178 shares; 2024Q4: 2,601 shares; 2025Q1: 2,577 shares; 2025Q2: 1,404 shares; 2025Q3: 1,354 shares 1,354 $51.1K 0.01% -50 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,735 shares; 2024Q2: 705 shares; 2024Q3: 514 shares; 2024Q4: 752 shares; 2025Q1: 511 shares; 2025Q2: 906 shares; 2025Q3: 1,607 shares 1,607 $51.1K 0.01% +701 Timeline RSPF 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 648 shares; 2025Q1: 651 shares; 2025Q2: 654 shares; 2025Q3: 657 shares 657 $51.1K 0.01% +3 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6 shares; 2024Q2: 42 shares; 2024Q3: 43 shares; 2024Q4: 48 shares; 2025Q1: 72 shares; 2025Q2: 94 shares; 2025Q3: 103 shares 103 $50.8K 0.01% +9 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 802 shares; 2025Q3: 829 shares 829 $50.7K 0.01% +27 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,988 shares; 2025Q2: 23,388 shares; 2025Q3: 1,077 shares 1,077 $50.6K 0.01% -22,311 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103 shares; 2025Q3: 364 shares 364 $49.8K 0.01% +261 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,718 shares; 2024Q3: 1,718 shares; 2024Q4: 5,155 shares; 2025Q1: 1,680 shares; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares 1,680 $49.8K 0.01% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,175 shares; 2024Q3: 1,475 shares; 2024Q4: 1,475 shares; 2025Q1: 1,475 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares 1,475 $49.7K 0.01% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 309 shares; 2025Q3: 351 shares 351 $49.7K 0.01% +42 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 259 shares; 2024Q2: 4,280 shares; 2024Q3: 4,814 shares; 2024Q4: 4,805 shares; 2025Q1: 469 shares; 2025Q2: 1,060 shares; 2025Q3: 1,101 shares 1,101 $49.5K 0.01% +41 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3,550 shares; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: 585 shares 585 $49.5K 0.01% new Timeline WELLS FARGO & CO NEW WELLS FARGO & CO NEW More: the full row for WELLS FARGO & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 26 shares; 2024Q2: 26 shares; 2024Q3: 26 shares; 2024Q4: 1,926 shares; 2025Q1: 1,976 shares; 2025Q2: 1,976 shares; 2025Q3: 1,976 shares 1,976 $49K 0.01% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,425 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 54 shares; 2025Q2: 282 shares; 2025Q3: 302 shares 302 $48.9K 0.01% +20 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 21 shares; 2024Q2: 368 shares; 2024Q3: 370 shares; 2024Q4: 362 shares; 2025Q1: 13 shares; 2025Q2: 91 shares; 2025Q3: 160 shares 160 $48.9K 0.01% +69 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 151 shares; 2024Q3: 151 shares; 2024Q4: 2,651 shares; 2025Q1: 2,651 shares; 2025Q2: 2,651 shares; 2025Q3: 2,651 shares 2,651 $48.4K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 181 shares; 2024Q2: 787 shares; 2024Q3: 790 shares; 2024Q4: 792 shares; 2025Q1: 508 shares; 2025Q2: 547 shares; 2025Q3: 583 shares 583 $48.3K 0.01% +36 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,204 shares; 2024Q4: 2,958 shares; 2025Q1: 2,958 shares; 2025Q2: 2,958 shares; 2025Q3: 2,958 shares 2,958 $48.2K 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; 2023Q4: restricted; 2024Q1: 189 shares; 2024Q2: 2,253 shares; 2024Q3: 1,398 shares; 2024Q4: 1,854 shares; 2025Q1: 1,854 shares; 2025Q2: 2,093 shares; 2025Q3: 2,443 shares 2,443 $47.7K 0.01% +350 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,455 shares; 2024Q3: 3,579 shares; 2024Q4: 4,894 shares; 2025Q1: 2,385 shares; 2025Q2: 810 shares; 2025Q3: 1,125 shares 1,125 $47.7K 0.01% +315 Timeline FTHI 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $47.4K 0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 631 shares; 2025Q3: 619 shares 619 $46.9K 0.01% -12 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 187 shares; 2024Q3: 1,262 shares; 2024Q4: 1,384 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares 184 $46.8K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 224 shares; 2025Q3: 235 shares 235 $46.4K 0.01% +11 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: 329 shares; 2025Q3: 335 shares 335 $46.4K 0.01% +6 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 25 shares; 2025Q2: 99 shares; 2025Q3: 147 shares 147 $46.3K 0.01% +48 Timeline YETH ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,735 shares 1,735 $46.3K 0.01% new Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $45.8K 0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares 568 $45.4K 0.01% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 567 shares; 2024Q3: 279 shares; 2024Q4: 248 shares; 2025Q1: not reported; 2025Q2: 844 shares; 2025Q3: 896 shares 896 $45.4K 0.01% +52 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 397 shares; 2025Q2: 932 shares; 2025Q3: 2,337 shares 2,337 $45.3K 0.01% +1,405 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares 750 $45.2K 0.01% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 72 shares; 2025Q1: 38 shares; 2025Q2: 571 shares; 2025Q3: 889 shares 889 $45K 0.01% +318 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 412 shares; 2025Q2: 222 shares; 2025Q3: 217 shares 217 $44.9K 0.01% -5 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 169 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51 shares; 2025Q2: 110 shares; 2025Q3: 173 shares 173 $44.7K 0.01% +63 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 423 shares; 2025Q3: 435 shares 435 $44.6K 0.01% +12 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,600 shares; 2025Q2: 7,570 shares; 2025Q3: 3,955 shares 3,955 $44.4K 0.01% -3,615 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,005 shares; 2024Q3: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares 1,005 $44.3K 0.01% 0 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $44.3K 0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9 shares; 2024Q2: 91 shares; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 90 shares; 2025Q2: 106 shares; 2025Q3: 126 shares 126 $44.2K 0.01% +20 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 92 shares; 2024Q2: 1,360 shares; 2024Q3: 1,490 shares; 2024Q4: 1,485 shares; 2025Q1: 25 shares; 2025Q2: 115 shares; 2025Q3: 181 shares 181 $43.6K 0.01% +66 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 47 shares; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 33 shares; 2025Q2: 310 shares; 2025Q3: 400 shares 400 $43.1K 0.01% +90 Timeline PHO 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 593 shares; 2024Q3: 593 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 593 shares; 2025Q3: 593 shares 593 $42.8K 0.01% 0 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,404 shares; 2025Q2: 1,033 shares; 2025Q3: 1,033 shares 1,033 $42.7K 0.01% 0 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,742 shares; 2024Q2: 1,742 shares; 2024Q3: 1,742 shares; 2024Q4: 1,742 shares; 2025Q1: 1,742 shares; 2025Q2: 1,742 shares; 2025Q3: 1,742 shares 1,742 $42.6K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 217 shares; 2024Q2: 7,072 shares; 2024Q3: 1,602 shares; 2024Q4: 1,592 shares; 2025Q1: 477 shares; 2025Q2: 457 shares; 2025Q3: 515 shares 515 $42.6K 0.01% +58 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,038 shares; 2024Q3: 2,184 shares; 2024Q4: 1,643 shares; 2025Q1: 2,373 shares; 2025Q2: 475 shares; 2025Q3: 475 shares 475 $42.4K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 198 shares; 2025Q2: 328 shares; 2025Q3: 369 shares 369 $42.3K 0.01% +41 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 459 shares; 2024Q3: 460 shares; 2024Q4: 461 shares; 2025Q1: 322 shares; 2025Q2: 322 shares; 2025Q3: 323 shares 323 $42.2K 0.01% +1 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 651 shares; 2025Q3: 654 shares 654 $42.1K 0.01% +3 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3,372 shares; 2024Q3: 2,603 shares; 2024Q4: 2,611 shares; 2025Q1: 171 shares; 2025Q2: 182 shares; 2025Q3: 222 shares 222 $41.9K 0.01% +40 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 150 shares; 2024Q2: 220 shares; 2024Q3: 220 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 1,218 shares; 2025Q3: 1,190 shares 1,190 $41.3K 0.01% -28 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,294 shares; 2024Q2: 11,464 shares; 2024Q3: 981 shares; 2024Q4: 935 shares; 2025Q1: 731 shares; 2025Q2: 927 shares; 2025Q3: 912 shares 912 $41.2K 0.01% -15 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 183 shares; 2024Q3: 18 shares; 2024Q4: 14 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 414 shares 414 $41.1K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 22 shares; 2024Q2: 24 shares; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 23 shares; 2025Q3: 38 shares 38 $41.1K 0.01% +15 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 367 shares; 2025Q3: 661 shares 661 $41.1K 0.01% +294 Timeline CAPITAL ONE FINL CORP DEP S… CAPITAL ONE FINL CORP DEP SHS More: the full row for CAPITAL ONE FINL CORP DEP SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 31 shares; 2024Q2: 31 shares; 2024Q3: 2,031 shares; 2024Q4: 2,931 shares; 2025Q1: 2,931 shares; 2025Q2: 2,031 shares; 2025Q3: 2,031 shares 2,031 $41K 0.01% 0 CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 900 shares; 2024Q2: 3,487 shares; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 1,152 shares; 2025Q2: 1,005 shares; 2025Q3: 1,144 shares 1,144 $40.6K 0.01% +139 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 136 shares; 2025Q3: 126 shares 126 $40.6K 0.01% -10 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,250 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 1,000 shares 1,000 $40.6K 0.01% -3,500 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 700 shares; 2025Q2: 1,296 shares; 2025Q3: 3,606 shares 3,606 $40.5K 0.01% +2,310 Timeline QQEW 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 286 shares; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 286 shares 286 $40.4K 0.01% 0 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 340 shares; 2025Q2: 1,140 shares; 2025Q3: 2,410 shares 2,410 $40.2K 0.01% +1,270 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 16 shares; 2024Q2: 412 shares; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 413 shares; 2025Q2: 515 shares; 2025Q3: 534 shares 534 $40.1K 0.01% +19 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,885 shares; 2025Q1: 1,885 shares; 2025Q2: 1,885 shares; 2025Q3: 1,885 shares 1,885 $39.7K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7 shares; 2024Q2: 49 shares; 2024Q3: 44 shares; 2024Q4: 235 shares; 2025Q1: 279 shares; 2025Q2: 283 shares; 2025Q3: 259 shares 259 $39.5K 0.01% -24 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; 2023Q4: restricted; 2024Q1: 150 shares; 2024Q2: 776 shares; 2024Q3: 777 shares; 2024Q4: 779 shares; 2025Q1: 258 shares; 2025Q2: 754 shares; 2025Q3: 661 shares 661 $39.5K 0.01% -93 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 3 shares; 2024Q4: 63 shares; 2025Q1: 158 shares; 2025Q2: 129 shares; 2025Q3: 113 shares 113 $39.3K 0.01% -16 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 13 shares; 2024Q2: 65 shares; 2024Q3: 61 shares; 2024Q4: 58 shares; 2025Q1: 116 shares; 2025Q2: 479 shares; 2025Q3: 566 shares 566 $38.9K 0.01% +87 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; 2023Q4: restricted; 2024Q1: 1,966 shares; 2024Q2: 2,329 shares; 2024Q3: 356 shares; 2024Q4: 1,003 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $38.8K 0.01% 0 Timeline SEMI 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares 1,230 $38.5K 0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 127 shares; 2024Q3: 115 shares; 2024Q4: 126 shares; 2025Q1: 85 shares; 2025Q2: 64 shares; 2025Q3: 130 shares 130 $38.4K 0.01% +66 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; 2023Q4: restricted; 2024Q1: 3,699 shares; 2024Q2: 100 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 435 shares; 2025Q3: 1,438 shares 1,438 $38K 0.01% +1,003 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 5,034 shares; 2024Q3: 4,939 shares; 2024Q4: 5,000 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares 270 $37.8K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 498 shares; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 472 shares; 2025Q3: 497 shares 497 $37K 0.01% +25 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 51 shares; 2025Q2: 95 shares; 2025Q3: 120 shares 120 $36.9K 0.01% +25 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 410 shares; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 660 shares; 2025Q3: 660 shares 660 $36.6K 0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 47 shares; 2025Q3: 80 shares 80 $36.5K 0.01% +33 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 108 shares; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 122 shares; 2025Q2: 119 shares; 2025Q3: 126 shares 126 $36.4K 0.01% +7 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,298 shares; 2024Q4: 12,255 shares; 2025Q1: 868 shares; 2025Q2: 858 shares; 2025Q3: 858 shares 858 $36.2K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: 66 shares; 2025Q3: 76 shares 76 $36.2K 0.01% +10 Timeline GMF 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 259 shares; 2024Q3: 259 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 259 shares 259 $36K 0.01% 0 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,000 shares; 2025Q1: 4,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $35.9K 0.01% 0 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80 shares; 2025Q3: 968 shares 968 $35.9K 0.01% +888 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 349 shares; 2025Q2: 314 shares; 2025Q3: 343 shares 343 $35.8K 0.01% +29 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $35.7K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 506 shares; 2025Q2: 291 shares; 2025Q3: 327 shares 327 $35.6K 0.01% +36 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 90 shares; 2024Q3: 90 shares; 2024Q4: 91 shares; 2025Q1: 90 shares; 2025Q2: 414 shares; 2025Q3: 414 shares 414 $34.8K 0.01% 0 Timeline GENZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 776 shares; 2024Q3: 776 shares; 2024Q4: 776 shares; 2025Q1: 776 shares; 2025Q2: 776 shares; 2025Q3: 776 shares 776 $34.8K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 108 shares; 2024Q2: 2,179 shares; 2024Q3: 515 shares; 2024Q4: 517 shares; 2025Q1: 148 shares; 2025Q2: 232 shares; 2025Q3: 237 shares 237 $34.7K 0.01% +5 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 809 shares; 2024Q3: 809 shares; 2024Q4: 759 shares; 2025Q1: not reported; 2025Q2: 3,587 shares; 2025Q3: 2,570 shares 2,570 $34.5K 0.01% -1,017 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 164 shares 164 $34.2K 0.01% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,130 shares; 2024Q2: 1,130 shares; 2024Q3: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,164 shares; 2025Q3: 1,205 shares 1,205 $34.2K 0.01% +41 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 160 shares; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares 160 $33.8K 0.01% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 289 shares; 2024Q3: 290 shares; 2024Q4: 291 shares; 2025Q1: 572 shares; 2025Q2: 639 shares; 2025Q3: 713 shares 713 $33.7K 0.01% +74 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 88 shares 88 $33.2K 0.01% +87 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 418 shares; 2025Q3: 434 shares 434 $33.2K 0.01% +16 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 354 shares; 2024Q2: 482 shares; 2024Q3: not reported; 2024Q4: 2,490 shares; 2025Q1: 750 shares; 2025Q2: 1,380 shares; 2025Q3: 1,825 shares 1,825 $33.1K 0.01% +445 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,304 shares; 2025Q1: 1,304 shares; 2025Q2: 1,304 shares; 2025Q3: 1,304 shares 1,304 $32.9K 0.01% 0 Timeline FXN 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $32.6K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 115 shares; 2024Q2: 5,777 shares; 2024Q3: 4,588 shares; 2024Q4: 4,625 shares; 2025Q1: 396 shares; 2025Q2: 488 shares; 2025Q3: 443 shares 443 $32.3K 0.01% -45 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 473 shares; 2025Q3: 495 shares 495 $32.2K 0.01% +22 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 314 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 1,259 shares; 2025Q3: 1,259 shares 1,259 $32.1K 0.01% 0 Timeline RYCEY ROLLS-ROYCE HOLDINGS-SP ADR More: the full row for ROLLS-ROYCE HOLDINGS-SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 915 shares; 2025Q3: 1,970 shares 1,970 $31.9K 0.01% +1,055 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 524 shares; 2024Q3: 358 shares; 2024Q4: 63 shares; 2025Q1: 91 shares; 2025Q2: 259 shares; 2025Q3: 456 shares 456 $31.9K 0.01% +197 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; 2023Q4: restricted; 2024Q1: 16 shares; 2024Q2: 133 shares; 2024Q3: 85 shares; 2024Q4: 234 shares; 2025Q1: 391 shares; 2025Q2: 344 shares; 2025Q3: 377 shares 377 $31.7K 0.01% +33 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 253 shares; 2024Q3: 317 shares; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 277 shares; 2025Q3: 277 shares 277 $31.6K 0.01% 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; 2023Q4: restricted; 2024Q1: 183 shares; 2024Q2: 1,534 shares; 2024Q3: 1,533 shares; 2024Q4: 1,127 shares; 2025Q1: 102 shares; 2025Q2: 536 shares; 2025Q3: 888 shares 888 $31.1K 0.01% +352 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85 shares; 2025Q2: 114 shares; 2025Q3: 170 shares 170 $30.4K 0.01% +56 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 163 shares; 2025Q3: 170 shares 170 $30.4K 0.01% +7 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 4,573 shares; 2024Q3: 2,338 shares; 2024Q4: 2,196 shares; 2025Q1: 3,891 shares; 2025Q2: 3,791 shares; 2025Q3: 1,298 shares 1,298 $30.4K 0.01% -2,493 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 127 shares; 2025Q2: 129 shares; 2025Q3: 101 shares 101 $30.3K 0.01% -28 Timeline JPMORGAN CHASE & CO JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares 1,600 $30.2K 0.01% 0 GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 698 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 45 shares; 2025Q2: 103 shares; 2025Q3: 122 shares 122 $30K 0.01% +19 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 106 shares; 2024Q2: 3,303 shares; 2024Q3: 2,061 shares; 2024Q4: 2,039 shares; 2025Q1: 89 shares; 2025Q2: 426 shares; 2025Q3: 230 shares 230 $29.6K 0.01% -196 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 746 shares; 2025Q1: 746 shares; 2025Q2: 831 shares; 2025Q3: 946 shares 946 $29.5K 0.01% +115 Timeline BYD Co Ltd Shs H BYD Co Ltd Shs H More: the full row for BYD Co Ltd Shs H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 688 shares; 2024Q3: 688 shares; 2024Q4: 688 shares; 2025Q1: 688 shares; 2025Q2: 2,064 shares; 2025Q3: 2,064 shares 2,064 $29.2K 0.01% 0 KBS Real Estate Investment … KBS Real Estate Investment Trust … More: the full row for KBS Real Estate Investment Trust III Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,441 shares; 2025Q1: 7,441 shares; 2025Q2: 7,441 shares; 2025Q3: 7,441 shares 7,441 $28.9K 0.01% 0 CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 24,424 shares; 2024Q2: 23,424 shares; 2024Q3: 23,324 shares; 2024Q4: 24,824 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $28.9K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 5,658 shares; 2024Q3: 6,641 shares; 2024Q4: 7,374 shares; 2025Q1: 251 shares; 2025Q2: 89 shares; 2025Q3: 90 shares 90 $28.8K 0.01% +1 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,416 shares; 2025Q2: 1,416 shares; 2025Q3: 1,416 shares 1,416 $28.7K 0.01% 0 Timeline TSKFF TALISKER RES LTD COM NEW(CANAD More: the full row for TALISKER RES LTD COM NEW(CANAD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 19,850 shares; 2025Q2: 76,900 shares; 2025Q3: 28,350 shares 28,350 $28.6K 0.01% -48,550 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 13 shares; 2024Q2: 879 shares; 2024Q3: 874 shares; 2024Q4: 872 shares; 2025Q1: 1,004 shares; 2025Q2: 579 shares; 2025Q3: 584 shares 584 $28.6K 0.01% +5 Timeline KMTUY KOMATSU LTD ADR-NEW More: the full row for KOMATSU LTD ADR-NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 825 shares; 2024Q2: 825 shares; 2024Q3: 825 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares 825 $28.5K 0.01% 0 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $28.4K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 100 shares; 2024Q2: 328 shares; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 699 shares; 2025Q2: 450 shares; 2025Q3: 468 shares 468 $28.3K 0.01% +18 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,060 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares 3,500 $28.1K 0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 68 shares; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 147 shares 147 $28K 0.01% +5 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 21 shares; 2024Q2: 125 shares; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 151 shares; 2025Q2: 429 shares; 2025Q3: 573 shares 573 $27.9K 0.01% +144 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 662 shares; 2024Q2: 424 shares; 2024Q3: 2,103 shares; 2024Q4: 1,703 shares; 2025Q1: 2,093 shares; 2025Q2: 2,318 shares; 2025Q3: 2,203 shares 2,203 $27.9K 0.01% -115 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,002 shares; 2024Q3: 1,002 shares; 2024Q4: 1,002 shares; 2025Q1: 1,000 shares; 2025Q2: 1,002 shares; 2025Q3: 1,000 shares 1,000 $27.8K 0.01% -2 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 12,168 shares; 2024Q2: 8,298 shares; 2024Q3: 1,912 shares; 2024Q4: 1,762 shares; 2025Q1: 1,762 shares; 2025Q2: 1,972 shares; 2025Q3: 1,762 shares 1,762 $27.7K 0.01% -210 Timeline SCM STELLUS CAP INVT CORP More: the full row for STELLUS CAP INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: 2,110 shares; 2025Q3: 2,110 shares 2,110 $27.6K 0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 7 shares; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 16 shares; 2025Q2: 29 shares; 2025Q3: 39 shares 39 $27.2K <0.01% +10 Timeline CNSWF CONSTELLATION SOFTWARE INC More: the full row for CONSTELLATION SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares 10 $27.2K <0.01% 0 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 163 shares; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 219 shares 219 $27K <0.01% +56 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 847 shares; 2024Q2: 847 shares; 2024Q3: 997 shares; 2024Q4: 244 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares 210 $26.9K <0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 24,108 shares; 2024Q2: 23,752 shares; 2024Q3: 852 shares; 2024Q4: 1,151 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 505 shares 505 $26.9K <0.01% 0 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 290 shares; 2024Q2: 290 shares; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 319 shares; 2025Q3: 307 shares 307 $26.9K <0.01% -12 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 380 shares; 2024Q2: 553 shares; 2024Q3: 443 shares; 2024Q4: 409 shares; 2025Q1: 621 shares; 2025Q2: 434 shares; 2025Q3: 556 shares 556 $26.9K <0.01% +122 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 1,098 shares; 2025Q1: 903 shares; 2025Q2: 1,098 shares; 2025Q3: 1,398 shares 1,398 $26.8K <0.01% +300 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 337 shares; 2024Q3: 337 shares; 2024Q4: 1,011 shares; 2025Q1: 1,011 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares 1,011 $26.6K <0.01% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 295 shares 295 $26.6K <0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 731 shares; 2024Q2: 3,325 shares; 2024Q3: 1,566 shares; 2024Q4: 1,796 shares; 2025Q1: 1,421 shares; 2025Q2: 1,436 shares; 2025Q3: 1,536 shares 1,536 $26.5K <0.01% +100 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 283 shares; 2024Q3: 283 shares; 2024Q4: 283 shares; 2025Q1: 566 shares; 2025Q2: 406 shares; 2025Q3: 406 shares 406 $26.5K <0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81 shares; 2025Q2: 100 shares; 2025Q3: 141 shares 141 $26.5K <0.01% +41 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: 387 shares; 2025Q3: 387 shares 387 $26.5K <0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 234 shares; 2025Q1: 144 shares; 2025Q2: 400 shares; 2025Q3: 339 shares 339 $26.5K <0.01% -61 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares 400 $26.4K <0.01% new Timeline PEJ 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 434 shares; 2025Q2: 434 shares; 2025Q3: 434 shares 434 $26.3K <0.01% 0 Timeline SRAD SPORTRADAR GROUP AG More: the full row for SPORTRADAR GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 1,007 shares; 2025Q3: 977 shares 977 $26.3K <0.01% -30 Timeline TIDAL TRUST II TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,816 shares 3,816 $26.3K <0.01% new 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 77 shares; 2024Q3: 77 shares; 2024Q4: 177 shares; 2025Q1: 265 shares; 2025Q2: 282 shares; 2025Q3: 313 shares 313 $26.2K <0.01% +31 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 21 shares; 2024Q2: 202 shares; 2024Q3: 238 shares; 2024Q4: 236 shares; 2025Q1: 348 shares; 2025Q2: 5,238 shares; 2025Q3: 311 shares 311 $26.1K <0.01% -4,927 Timeline IBBQ 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 1,067 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares 1,067 $25.9K <0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: 45 shares; 2025Q3: 164 shares 164 $25.8K <0.01% +119 Timeline XNQPX NUVEEN PA INVT QUALITY MUN F More: the full row for NUVEEN PA INVT QUALITY MUN F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,143 shares; 2025Q1: 2,143 shares; 2025Q2: 2,143 shares; 2025Q3: 2,143 shares 2,143 $25.7K <0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,420 shares; 2024Q3: 2,138 shares; 2024Q4: 1,982 shares; 2025Q1: 783 shares; 2025Q2: 2,469 shares; 2025Q3: 131 shares 131 $25.7K <0.01% -2,338 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 86 shares; 2024Q3: 86 shares; 2024Q4: 129 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares 43 $25.6K <0.01% 0 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 46,114 shares; 2024Q3: 45,440 shares; 2024Q4: 42,798 shares; 2025Q1: not reported; 2025Q2: 575 shares; 2025Q3: 575 shares 575 $25.6K <0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 633 shares; 2024Q3: 43 shares; 2024Q4: 65 shares; 2025Q1: 1,717 shares; 2025Q2: 447 shares; 2025Q3: 327 shares 327 $25.6K <0.01% -120 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares 550 $25.5K <0.01% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 415 shares; 2025Q2: 430 shares; 2025Q3: 434 shares 434 $25.5K <0.01% +4 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 73 shares; 2024Q2: 287 shares; 2024Q3: 188 shares; 2024Q4: 236 shares; 2025Q1: 63 shares; 2025Q2: 117 shares; 2025Q3: 314 shares 314 $25.4K <0.01% +197 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; 2023Q4: restricted; 2024Q1: 482 shares; 2024Q2: 1,569 shares; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 50 shares; 2025Q2: 94 shares; 2025Q3: 211 shares 211 $25.3K <0.01% +117 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 14,697 shares; 2024Q3: 6,286 shares; 2024Q4: 6,224 shares; 2025Q1: 4,130 shares; 2025Q2: 4,130 shares; 2025Q3: 4,130 shares 4,130 $25.3K <0.01% 0 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 585 shares 585 $25.3K <0.01% +500 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 894 shares; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 18 shares; 2025Q2: 48 shares; 2025Q3: 84 shares 84 $25.2K <0.01% +36 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 645 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 860 shares; 2025Q3: 1,015 shares 1,015 $25.2K <0.01% +155 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 334 shares; 2024Q2: 299 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 820 shares; 2025Q2: 1,505 shares; 2025Q3: 1,505 shares 1,505 $25.2K <0.01% 0 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152 shares 152 $25.2K <0.01% new Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,672 shares; 2024Q2: 2,672 shares; 2024Q3: 8,704 shares; 2024Q4: 1,184 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 273 shares 273 $25.1K <0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 170 shares; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 251 shares; 2025Q3: 124 shares 124 $25K <0.01% -127 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 281 shares; 2024Q2: 4,255 shares; 2024Q3: 1,082 shares; 2024Q4: 1,140 shares; 2025Q1: 174 shares; 2025Q2: 267 shares; 2025Q3: 147 shares 147 $24.6K <0.01% -120 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 430 shares 430 $24.6K <0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 144 shares; 2024Q2: 3,797 shares; 2024Q3: 117 shares; 2024Q4: 125 shares; 2025Q1: 17,219 shares; 2025Q2: 918 shares; 2025Q3: 995 shares 995 $24.5K <0.01% +77 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 442 shares; 2024Q3: 442 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 870 shares 870 $24.3K <0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 59 shares; 2025Q1: 61 shares; 2025Q2: 92 shares; 2025Q3: 127 shares 127 $24.3K <0.01% +35 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 59 shares; 2024Q2: 1,387 shares; 2024Q3: 406 shares; 2024Q4: 3,205 shares; 2025Q1: 73 shares; 2025Q2: 52 shares; 2025Q3: 129 shares 129 $24.3K <0.01% +77 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $24.2K <0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 401 shares; 2024Q2: 783 shares; 2024Q3: 553 shares; 2024Q4: 543 shares; 2025Q1: 423 shares; 2025Q2: 553 shares; 2025Q3: 649 shares 649 $24.1K <0.01% +96 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 16 shares 16 $23.9K <0.01% +1 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 13 shares; 2025Q2: 35 shares; 2025Q3: 42 shares 42 $23.7K <0.01% +7 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 798 shares; 2024Q3: 829 shares; 2024Q4: 74 shares; 2025Q1: 72 shares; 2025Q2: 115 shares; 2025Q3: 140 shares 140 $23.6K <0.01% +25 Timeline RLY 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,702 shares; 2024Q3: 1,071 shares; 2024Q4: 964 shares; 2025Q1: 752 shares; 2025Q2: 758 shares; 2025Q3: 761 shares 761 $23.5K <0.01% +3 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 550 shares; 2024Q3: 551 shares; 2024Q4: 555 shares; 2025Q1: 85 shares; 2025Q2: 131 shares; 2025Q3: 137 shares 137 $23.4K <0.01% +6 Timeline KEYCORP NEW DEP SHS REPSTG … KEYCORP NEW DEP SHS REPSTG 1/4 More: the full row for KEYCORP NEW DEP SHS REPSTG 1/4 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares 1,015 $23.3K <0.01% 0 RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122 shares; 2025Q2: not reported; 2025Q3: 101 shares 101 $23.2K <0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 245 shares; 2024Q3: 7,014 shares; 2024Q4: 6,878 shares; 2025Q1: 8,534 shares; 2025Q2: 10,835 shares; 2025Q3: 295 shares 295 $23.2K <0.01% -10,540 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares 360 $22.8K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 211 shares; 2024Q2: 1,611 shares; 2024Q3: 211 shares; 2024Q4: 533 shares; 2025Q1: 583 shares; 2025Q2: 528 shares; 2025Q3: 528 shares 528 $22.8K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,872 shares; 2024Q2: 2,979 shares; 2024Q3: 534 shares; 2024Q4: 536 shares; 2025Q1: 273 shares; 2025Q2: 315 shares; 2025Q3: 315 shares 315 $22.6K <0.01% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 600 shares; 2025Q3: 700 shares 700 $22.5K <0.01% +100 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 68 shares; 2025Q3: 159 shares 159 $22.3K <0.01% +91 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares 27 $22.3K <0.01% new 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 146 shares; 2024Q3: 200 shares; 2024Q4: 100 shares; 2025Q1: 115 shares; 2025Q2: 102 shares; 2025Q3: 100 shares 100 $22.2K <0.01% -2 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 217 shares; 2024Q2: 190 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 284 shares; 2025Q3: 364 shares 364 $22K <0.01% +80 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 765 shares; 2024Q3: 766 shares; 2024Q4: 767 shares; 2025Q1: 316 shares; 2025Q2: 317 shares; 2025Q3: 318 shares 318 $22K <0.01% +1 Timeline UCORE RARE METALS INC UCORE RARE METALS INC More: the full row for UCORE RARE METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,812 shares; 2025Q3: 5,195 shares 5,195 $21.9K <0.01% -1,617 FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115 shares; 2025Q3: 115 shares 115 $21.9K <0.01% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 174 shares; 2025Q3: 195 shares 195 $21.9K <0.01% +21 Timeline URNJ SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 500 shares; 2025Q2: 750 shares; 2025Q3: 750 shares 750 $21.9K <0.01% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,155 shares 1,155 $21.8K <0.01% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,298 shares; 2025Q1: 2,838 shares; 2025Q2: 71 shares; 2025Q3: 76 shares 76 $21.8K <0.01% +5 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 595 shares; 2025Q1: 155 shares; 2025Q2: 47 shares; 2025Q3: 47 shares 47 $21.8K <0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 179 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 273 shares; 2025Q3: 273 shares 273 $21.8K <0.01% 0 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 100 shares; 2025Q3: 143 shares 143 $21.6K <0.01% +43 Timeline SPDW 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 705 shares; 2024Q3: 658 shares; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 639 shares; 2025Q3: 503 shares 503 $21.6K <0.01% -136 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 475 shares; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares 475 $21.4K <0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 40 shares; 2025Q3: 38 shares 38 $21.4K <0.01% -2 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 42 shares; 2024Q2: 68 shares; 2024Q3: 68 shares; 2024Q4: 340 shares; 2025Q1: 10 shares; 2025Q2: 57 shares; 2025Q3: 372 shares 372 $21.3K <0.01% +315 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 69 shares; 2025Q3: 75 shares 75 $21K <0.01% +6 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 462 shares; 2025Q2: 445 shares; 2025Q3: 945 shares 945 $20.9K <0.01% +500 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125 shares 125 $20.9K <0.01% new Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 850 shares; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares 850 $20.8K <0.01% 0 SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 40 shares; 2024Q2: 56 shares; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 206 shares; 2025Q3: 190 shares 190 $20.7K <0.01% -16 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 76 shares; 2024Q2: 249 shares; 2024Q3: 274 shares; 2024Q4: 274 shares; 2025Q1: 329 shares; 2025Q2: 362 shares; 2025Q3: 162 shares 162 $20.6K <0.01% -200 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 9,691 shares; 2024Q3: 1,349 shares; 2024Q4: 2,349 shares; 2025Q1: 513 shares; 2025Q2: 670 shares; 2025Q3: 1,099 shares 1,099 $20.5K <0.01% +429 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 680 shares 680 $20.5K <0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 140 shares 140 $20.4K <0.01% +103 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 70 shares; 2025Q3: 95 shares 95 $20.3K <0.01% +25 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 850 shares; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares 850 $20.1K <0.01% 0 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 850 shares; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares 850 $20.1K <0.01% 0 Timeline ARITZIA INC F ARITZIA INC F More: the full row for ARITZIA INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 334 shares 334 $20.1K <0.01% new NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,358 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 216 shares 216 $19.9K <0.01% +146 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 446 shares; 2024Q3: 446 shares; 2024Q4: 852 shares; 2025Q1: 852 shares; 2025Q2: 852 shares; 2025Q3: 852 shares 852 $19.9K <0.01% 0 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,403 shares; 2024Q3: 1,043 shares; 2024Q4: 1,043 shares; 2025Q1: 1,043 shares; 2025Q2: 1,043 shares; 2025Q3: 1,043 shares 1,043 $19.7K <0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 292 shares; 2024Q3: 292 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares 208 $19.6K <0.01% 0 Timeline SNWGF SNOWLINE GOLD CORP COM SHS (CA More: the full row for SNOWLINE GOLD CORP COM SHS (CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,610 shares; 2025Q1: 1,040 shares; 2025Q2: 6,435 shares; 2025Q3: 2,455 shares 2,455 $19.6K <0.01% -3,980 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 26 shares; 2025Q3: 31 shares 31 $19.5K <0.01% +5 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 559 shares; 2024Q3: 559 shares; 2024Q4: 559 shares; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: 453 shares 453 $19.4K <0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 86 shares; 2025Q2: 88 shares; 2025Q3: 141 shares 141 $19.4K <0.01% +53 Timeline FPEI 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $19.3K <0.01% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $19.3K <0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 27 shares; 2024Q2: 578 shares; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 68 shares; 2025Q2: 74 shares; 2025Q3: 73 shares 73 $19.2K <0.01% -1 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 151 shares; 2024Q2: 4,332 shares; 2024Q3: 2,624 shares; 2024Q4: 2,667 shares; 2025Q1: 37 shares; 2025Q2: 125 shares; 2025Q3: 134 shares 134 $19.2K <0.01% +9 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 104 shares; 2024Q3: 104 shares; 2024Q4: 105 shares; 2025Q1: 181 shares; 2025Q2: 856 shares; 2025Q3: 787 shares 787 $19.1K <0.01% -69 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 345 shares; 2025Q2: 425 shares; 2025Q3: 530 shares 530 $19.1K <0.01% +105 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,219 shares; 2025Q3: 64 shares 64 $18.8K <0.01% -2,155 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; 2023Q4: restricted; 2024Q1: 181 shares; 2024Q2: 247 shares; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 32 shares; 2025Q2: 273 shares; 2025Q3: 411 shares 411 $18.8K <0.01% +138 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,265 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 411 shares; 2025Q2: 517 shares; 2025Q3: 475 shares 475 $18.7K <0.01% -42 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 219 shares; 2025Q2: 72 shares; 2025Q3: 72 shares 72 $18.7K <0.01% 0 Timeline LIF LIFE360 INC More: the full row for LIFE360 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175 shares 175 $18.6K <0.01% new Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,600 shares; 2024Q3: 2,600 shares; 2024Q4: 300 shares; 2025Q1: 331 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $18.6K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 193 shares; 2024Q2: 3,623 shares; 2024Q3: 684 shares; 2024Q4: 684 shares; 2025Q1: 96 shares; 2025Q2: 112 shares; 2025Q3: 131 shares 131 $18.6K <0.01% +19 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,460 shares; 2025Q1: 2,460 shares; 2025Q2: 2,460 shares; 2025Q3: 2,460 shares 2,460 $18.5K <0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 346 shares; 2024Q3: 254 shares; 2024Q4: 229 shares; 2025Q1: 184 shares; 2025Q2: 229 shares; 2025Q3: 229 shares 229 $18.3K <0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89 shares; 2025Q2: 92 shares; 2025Q3: 124 shares 124 $18.3K <0.01% +32 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 50 shares; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 179 shares; 2025Q2: 187 shares; 2025Q3: 168 shares 168 $18.1K <0.01% -19 Timeline CGO CALAMOS GLOBAL TOTAL RETURN More: the full row for CALAMOS GLOBAL TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $18.1K <0.01% 0 Timeline SRUUF SPROTT PHYSICAL URANIUM TR More: the full row for SPROTT PHYSICAL URANIUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 900 shares 900 $18K <0.01% +600 Timeline FIIG 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 836 shares; 2025Q3: 836 shares 836 $17.7K <0.01% 0 Timeline IMBBY IMPERIAL BRANDS PLC More: the full row for IMPERIAL BRANDS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,143 shares; 2024Q2: 1,014 shares; 2024Q3: 404 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $17.7K <0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11 shares; 2024Q2: 69 shares; 2024Q3: 63 shares; 2024Q4: 60 shares; 2025Q1: 231 shares; 2025Q2: 103 shares; 2025Q3: 132 shares 132 $17.7K <0.01% +29 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 621 shares; 2024Q3: 610 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65 shares 65 $17.6K <0.01% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 37 shares; 2024Q2: 881 shares; 2024Q3: 879 shares; 2024Q4: 879 shares; 2025Q1: 292 shares; 2025Q2: 888 shares; 2025Q3: 734 shares 734 $17.4K <0.01% -154 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,421 shares; 2024Q3: 2,121 shares; 2024Q4: 1,891 shares; 2025Q1: 1,046 shares; 2025Q2: 99 shares; 2025Q3: 133 shares 133 $17.3K <0.01% +34 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 146 shares; 2025Q3: 235 shares 235 $17.2K <0.01% +89 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; 2023Q4: restricted; 2024Q1: 331 shares; 2024Q2: 3,220 shares; 2024Q3: 3,390 shares; 2024Q4: 3,393 shares; 2025Q1: 529 shares; 2025Q2: 201 shares; 2025Q3: 205 shares 205 $17.1K <0.01% +4 Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,568 shares; 2024Q2: 1,568 shares; 2024Q3: 1,568 shares; 2024Q4: 1,568 shares; 2025Q1: 1,568 shares; 2025Q2: 1,568 shares; 2025Q3: 1,568 shares 1,568 $17K <0.01% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 977 shares; 2025Q3: 1,291 shares 1,291 $17K <0.01% +314 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 20 shares; 2024Q2: 23 shares; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 21 shares; 2025Q2: 34 shares; 2025Q3: 40 shares 40 $17K <0.01% +6 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,450 shares; 2024Q2: 1,150 shares; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 2,095 shares; 2025Q2: 3,440 shares; 2025Q3: 1,400 shares 1,400 $16.9K <0.01% -2,040 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: 25 shares; 2025Q3: 36 shares 36 $16.8K <0.01% +11 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $16.8K <0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 41 shares; 2024Q3: 41 shares; 2024Q4: 46 shares; 2025Q1: 59 shares; 2025Q2: 102 shares; 2025Q3: 119 shares 119 $16.7K <0.01% +17 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares 800 $16.6K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 168 shares; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 63 shares; 2025Q3: 70 shares 70 $16.5K <0.01% +7 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,465 shares; 2025Q3: 377 shares 377 $16.5K <0.01% -1,088 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,517 shares; 2025Q1: 1,517 shares; 2025Q2: 1,517 shares; 2025Q3: 2,012 shares 2,012 $16.4K <0.01% +495 Timeline PROSHARES TR II PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 973 shares 973 $16.2K <0.01% new CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,841 shares; 2024Q2: 3,841 shares; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $16.2K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 0 shares; 2024Q2: 20 shares; 2024Q3: 0 shares; 2024Q4: 100 shares; 2025Q1: 167 shares; 2025Q2: 140 shares; 2025Q3: 153 shares 153 $16.1K <0.01% +13 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 222 shares; 2024Q2: 320 shares; 2024Q3: 322 shares; 2024Q4: 324 shares; 2025Q1: 125 shares; 2025Q2: 169 shares; 2025Q3: 195 shares 195 $16.1K <0.01% +26 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 27 shares; 2024Q2: 2,394 shares; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 20 shares; 2025Q2: 156 shares; 2025Q3: 302 shares 302 $16.1K <0.01% +146 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 339 shares; 2024Q3: 206 shares; 2024Q4: 206 shares; 2025Q1: 64 shares; 2025Q2: 114 shares; 2025Q3: 146 shares 146 $16.1K <0.01% +32 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 762 shares; 2024Q3: 774 shares; 2024Q4: 785 shares; 2025Q1: 967 shares; 2025Q2: 811 shares; 2025Q3: 823 shares 823 $16K <0.01% +12 Timeline ADYEY ADYEN NV-UNSPON ADR More: the full row for ADYEN NV-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000 $16K <0.01% new Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,342 shares 2,342 $15.9K <0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132 shares; 2025Q2: 198 shares; 2025Q3: 322 shares 322 $15.9K <0.01% +124 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 16 shares; 2024Q2: 119 shares; 2024Q3: 119 shares; 2024Q4: 82 shares; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: 49 shares 49 $15.8K <0.01% -6 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 179 shares; 2025Q2: 222 shares; 2025Q3: 234 shares 234 $15.8K <0.01% +12 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,800 shares; 2024Q4: 5,900 shares; 2025Q1: 5,750 shares; 2025Q2: 5,750 shares; 2025Q3: 5,750 shares 5,750 $15.8K <0.01% 0 Timeline LOTUS RESOURCES LT ORDF LOTUS RESOURCES LT ORDF More: the full row for LOTUS RESOURCES LT ORDF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 100,000 shares 100,000 $15.5K <0.01% +50,000 EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 426 shares; 2024Q2: 2,602 shares; 2024Q3: 803 shares; 2024Q4: 793 shares; 2025Q1: 96 shares; 2025Q2: 61 shares; 2025Q3: 126 shares 126 $15.5K <0.01% +65 Timeline KGEI KOLIBRI GLOBAL ENERGY INC More: the full row for KOLIBRI GLOBAL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,000 shares; 2024Q3: 5,990 shares; 2024Q4: 4,490 shares; 2025Q1: 2,500 shares; 2025Q2: 2,361 shares; 2025Q3: 2,784 shares 2,784 $15.4K <0.01% +423 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 103 shares 103 $15.3K <0.01% +3 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 23,626 shares; 2024Q4: 11,741 shares; 2025Q1: 85 shares; 2025Q2: 50 shares; 2025Q3: 218 shares 218 $15.3K <0.01% +168 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7 shares; 2024Q2: 45 shares; 2024Q3: 43 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 60 shares; 2025Q3: 60 shares 60 $15.3K <0.01% 0 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 700 shares; 2024Q4: 400 shares; 2025Q1: 520 shares; 2025Q2: 1,181 shares; 2025Q3: 345 shares 345 $15.2K <0.01% -836 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 54 shares; 2024Q3: 55 shares; 2024Q4: 46 shares; 2025Q1: 62 shares; 2025Q2: 49 shares; 2025Q3: 49 shares 49 $15.2K <0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 25 shares; 2024Q2: 523 shares; 2024Q3: 538 shares; 2024Q4: 280 shares; 2025Q1: 190 shares; 2025Q2: 204 shares; 2025Q3: 226 shares 226 $15.2K <0.01% +22 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 68 shares; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 90 shares; 2025Q2: 141 shares; 2025Q3: 195 shares 195 $15.2K <0.01% +54 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11 shares; 2024Q2: 133 shares; 2024Q3: 122 shares; 2024Q4: 61 shares; 2025Q1: 91 shares; 2025Q2: 75 shares; 2025Q3: 118 shares 118 $15.2K <0.01% +43 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 199 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 53 shares; 2025Q3: 59 shares 59 $15.1K <0.01% +6 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 581 shares; 2025Q3: 581 shares 581 $15.1K <0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $15K <0.01% 0 Timeline EU ENCORE ENERGY CORP More: the full row for ENCORE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 650 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 4,640 shares; 2025Q3: 4,640 shares 4,640 $14.9K <0.01% 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 1,120 shares; 2025Q2: 525 shares; 2025Q3: 240 shares 240 $14.8K <0.01% -285 Timeline ETHU VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113 shares 113 $14.7K <0.01% new Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 21 shares; 2024Q2: 21 shares; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 90 shares; 2025Q2: 208 shares; 2025Q3: 232 shares 232 $14.6K <0.01% +24 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 376 shares; 2024Q3: 358 shares; 2024Q4: 353 shares; 2025Q1: 3 shares; 2025Q2: 61 shares; 2025Q3: 64 shares 64 $14.6K <0.01% +3 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 337 shares; 2024Q3: 337 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 337 shares 337 $14.5K <0.01% 0 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,775 shares; 2024Q3: 995 shares; 2024Q4: 915 shares; 2025Q1: not reported; 2025Q2: 393 shares; 2025Q3: 466 shares 466 $14.5K <0.01% +73 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 250 shares; 2024Q3: 800 shares; 2024Q4: 1,600 shares; 2025Q1: 2,010 shares; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares 1,610 $14.4K <0.01% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11 shares; 2024Q2: 68 shares; 2024Q3: 66 shares; 2024Q4: 419 shares; 2025Q1: 63 shares; 2025Q2: 113 shares; 2025Q3: 171 shares 171 $14.4K <0.01% +58 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145 shares 145 $14.3K <0.01% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 320 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 65 shares 65 $14.3K <0.01% +59 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 667 shares; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 715 shares; 2025Q2: 485 shares; 2025Q3: 300 shares 300 $14.3K <0.01% -185 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 575 shares; 2024Q3: 38 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 64 shares; 2025Q3: 64 shares 64 $14.2K <0.01% 0 Timeline Direxion Daily Junior Gold … Direxion Daily Junior Gold Miners… More: the full row for Direxion Daily Junior Gold Miners Index Bear 2X Shares Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,925 shares; 2025Q3: 3,305 shares 3,305 $14.2K <0.01% -1,620 XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,029 shares; 2024Q3: 1,029 shares; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 1,029 shares; 2025Q3: 1,029 shares 1,029 $14.1K <0.01% 0 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 169 shares; 2024Q3: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 169 shares 169 $14.1K <0.01% 0 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $13.9K <0.01% 0 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 181 shares; 2025Q3: 181 shares 181 $13.9K <0.01% 0 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000 $13.8K <0.01% new Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 515 shares; 2025Q3: 620 shares 620 $13.3K <0.01% +105 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $13.3K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 268 shares; 2025Q3: 308 shares 308 $13.3K <0.01% +40 Timeline QPUX TIDAL TR II DEFIANCE 2X DAILY More: the full row for TIDAL TR II DEFIANCE 2X DAILY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 345 shares 345 $13.2K <0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: 5,839 shares; 2025Q1: 50 shares; 2025Q2: 122 shares; 2025Q3: 134 shares 134 $13.2K <0.01% +12 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 247 shares; 2025Q3: 288 shares 288 $13.2K <0.01% +41 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 25,552 shares; 2024Q3: 25,052 shares; 2024Q4: 25,052 shares; 2025Q1: 26,387 shares; 2025Q2: 25,045 shares; 2025Q3: 637 shares 637 $13.2K <0.01% -24,408 DTEGY DEUTSCHE TELEKOM AG-SPON ADR More: the full row for DEUTSCHE TELEKOM AG-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 825 shares; 2024Q2: 825 shares; 2024Q3: 825 shares; 2024Q4: 475 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares 380 $13K <0.01% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $13K <0.01% 0 Timeline HRZN HORIZON TECHNOLOGY FIN CORP More: the full row for HORIZON TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,120 shares; 2025Q1: 2,120 shares; 2025Q2: 2,120 shares; 2025Q3: 2,120 shares 2,120 $12.9K <0.01% 0 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 344 shares; 2025Q3: 344 shares 344 $12.9K <0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 124 shares; 2024Q2: 5,260 shares; 2024Q3: 5,679 shares; 2024Q4: 9,900 shares; 2025Q1: 711 shares; 2025Q2: 474 shares; 2025Q3: 141 shares 141 $12.9K <0.01% -333 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,795 shares; 2025Q3: 258 shares 258 $12.9K <0.01% -19,537 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 81 shares; 2025Q2: 198 shares; 2025Q3: 141 shares 141 $12.9K <0.01% -57 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 29 shares; 2024Q2: 1,772 shares; 2024Q3: 1,267 shares; 2024Q4: 1,259 shares; 2025Q1: 9 shares; 2025Q2: 29 shares; 2025Q3: 60 shares 60 $12.9K <0.01% +31 Timeline DBD DIEBOLD NIXDORF INC More: the full row for DIEBOLD NIXDORF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares 225 $12.8K <0.01% 0 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 37 shares; 2025Q3: 55 shares 55 $12.8K <0.01% +18 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 1,125 shares 1,125 $12.8K <0.01% new Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,675 shares; 2025Q3: 1,625 shares 1,625 $12.7K <0.01% -4,050 Timeline BZLFY BUNZL PLC ADS (RP 5 ORD SHS) More: the full row for BUNZL PLC ADS (RP 5 ORD SHS) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares 800 $12.7K <0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 133 shares; 2024Q3: 133 shares; 2024Q4: 232 shares; 2025Q1: 168 shares; 2025Q2: 346 shares; 2025Q3: 482 shares 482 $12.7K <0.01% +136 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 311 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $12.6K <0.01% 0 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,530 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 300 shares 300 $12.6K <0.01% +75 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 21 shares; 2024Q2: 520 shares; 2024Q3: 520 shares; 2024Q4: 513 shares; 2025Q1: 26 shares; 2025Q2: 33 shares; 2025Q3: 66 shares 66 $12.5K <0.01% +33 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,358 shares; 2025Q3: 2,018 shares 2,018 $12.5K <0.01% -340 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 251 shares; 2025Q2: 151 shares; 2025Q3: 151 shares 151 $12.5K <0.01% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 28 shares; 2024Q2: 28 shares; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 54 shares; 2025Q2: 70 shares; 2025Q3: 382 shares 382 $12.5K <0.01% +312 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 410 shares; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares 410 $12.5K <0.01% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 35 shares; 2024Q4: 41 shares; 2025Q1: 84 shares; 2025Q2: 65 shares; 2025Q3: 78 shares 78 $12.5K <0.01% +13 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 284 shares; 2024Q2: 1,967 shares; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares 90 $12.4K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47 shares; 2025Q2: 77 shares; 2025Q3: 87 shares 87 $12.3K <0.01% +10 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 8 shares; 2025Q3: 10 shares 10 $12.3K <0.01% +2 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 402 shares; 2024Q2: 73 shares; 2024Q3: 49 shares; 2024Q4: 4 shares; 2025Q1: 14 shares; 2025Q2: 34 shares; 2025Q3: 65 shares 65 $12.2K <0.01% +31 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 25 shares 25 $12.1K <0.01% +19 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 16 shares; 2025Q2: 178 shares; 2025Q3: 121 shares 121 $12.1K <0.01% -57 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 151 shares; 2024Q2: 2,905 shares; 2024Q3: 281 shares; 2024Q4: 184 shares; 2025Q1: 104 shares; 2025Q2: 99 shares; 2025Q3: 99 shares 99 $12K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 123 shares; 2024Q3: 607 shares; 2024Q4: 128 shares; 2025Q1: 125 shares; 2025Q2: 406 shares; 2025Q3: 349 shares 349 $12K <0.01% -57 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; 2023Q4: restricted; 2024Q1: 2,753 shares; 2024Q2: 2,753 shares; 2024Q3: 2,559 shares; 2024Q4: 2,559 shares; 2025Q1: 300 shares; 2025Q2: 350 shares; 2025Q3: 350 shares 350 $12K <0.01% 0 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,617 shares; 2024Q2: 1,617 shares; 2024Q3: 829 shares; 2024Q4: 829 shares; 2025Q1: 829 shares; 2025Q2: 829 shares; 2025Q3: 829 shares 829 $12K <0.01% 0 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $12K <0.01% 0 Timeline GNR 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 985 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $11.8K <0.01% 0 Timeline SFST SOUTHERN FIRST BANCSHARES More: the full row for SOUTHERN FIRST BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 332 shares; 2024Q3: 274 shares; 2024Q4: 274 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 268 shares 268 $11.8K <0.01% 0 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 262 shares; 2025Q3: 262 shares 262 $11.8K <0.01% 0 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86 shares 86 $11.8K <0.01% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3,963 shares; 2024Q3: 2,177 shares; 2024Q4: 2,107 shares; 2025Q1: 114 shares; 2025Q2: 128 shares; 2025Q3: 120 shares 120 $11.8K <0.01% -8 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 345 shares; 2025Q2: 4,497 shares; 2025Q3: 186 shares 186 $11.7K <0.01% -4,311 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 390 shares; 2025Q2: 180 shares; 2025Q3: 390 shares 390 $11.6K <0.01% +210 Timeline TOITF TOPICUS COM INC SUB VTG SHS (C More: the full row for TOPICUS COM INC SUB VTG SHS (C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 108 shares 108 $11.6K <0.01% 0 Timeline TORXF TOREX GOLD RES INC More: the full row for TOREX GOLD RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,420 shares; 2024Q3: 1,420 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 275 shares 275 $11.4K <0.01% +65 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11 shares; 2024Q2: 58 shares; 2024Q3: 56 shares; 2024Q4: 50 shares; 2025Q1: 47 shares; 2025Q2: 57 shares; 2025Q3: 70 shares 70 $11.4K <0.01% +13 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,404 shares; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: 989 shares; 2025Q2: 190 shares; 2025Q3: 190 shares 190 $11.4K <0.01% 0 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: not reported; 2025Q3: 80 shares 80 $11.4K <0.01% new Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 86 shares; 2024Q2: 25 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 131 shares; 2025Q3: 191 shares 191 $11.3K <0.01% +60 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 85 shares; 2025Q3: 185 shares 185 $11.3K <0.01% +100 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,310 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 194 shares; 2025Q3: 253 shares 253 $11.3K <0.01% +59 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares 33 $11.2K <0.01% 0 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 325 shares; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 432 shares; 2025Q2: 432 shares; 2025Q3: 432 shares 432 $11.2K <0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 65 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: not reported; 2025Q3: 288 shares 288 $11.2K <0.01% new Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 820 shares 820 $11.1K <0.01% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 309 shares 309 $11K <0.01% +283 Timeline GLAD GLADSTONE CAP CORP More: the full row for GLADSTONE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $10.9K <0.01% 0 Timeline ISOU ISOENERGY LTD More: the full row for ISOENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares 1,087 $10.9K <0.01% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 19 shares; 2025Q3: 31 shares 31 $10.9K <0.01% +12 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 298 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 65 shares; 2025Q3: 97 shares 97 $10.8K <0.01% +32 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 74 shares; 2025Q1: not reported; 2025Q2: 84 shares; 2025Q3: 84 shares 84 $10.8K <0.01% 0 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 85 shares; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $10.7K <0.01% 0 Timeline WELLS FARGO & CO NEW DEP SH… WELLS FARGO & CO NEW DEP SHS R More: the full row for WELLS FARGO & CO NEW DEP SHS R Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 584 shares; 2024Q4: 1,584 shares; 2025Q1: 1,584 shares; 2025Q2: 1,584 shares; 2025Q3: 584 shares 584 $10.6K <0.01% -1,000 VCV INVESCO CALIF VALUE MUN INCO More: the full row for INVESCO CALIF VALUE MUN INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $10.6K <0.01% 0 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 425 shares; 2025Q3: 455 shares 455 $10.6K <0.01% +30 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 297 shares 297 $10.5K <0.01% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 15 shares; 2025Q3: 38 shares 38 $10.4K <0.01% +23 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89 shares; 2025Q2: 55 shares; 2025Q3: 145 shares 145 $10.4K <0.01% +90 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 9 shares; 2024Q2: 51 shares; 2024Q3: 48 shares; 2024Q4: 82 shares; 2025Q1: 116 shares; 2025Q2: 37 shares; 2025Q3: 402 shares 402 $10.4K <0.01% +365 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 420 shares; 2025Q3: 420 shares 420 $10.4K <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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 787 shares; 2024Q4: 787 shares; 2025Q1: 787 shares; 2025Q2: 787 shares; 2025Q3: 787 shares 787 $10.3K <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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 210 shares; 2025Q2: 190 shares; 2025Q3: 630 shares 630 $10.2K <0.01% +440 Timeline DIR DLY GOL MN IDX BR 2X ETF DIR DLY GOL MN IDX BR 2X ETF More: the full row for DIR DLY GOL MN IDX BR 2X ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 237 shares; 2025Q1: 130 shares; 2025Q2: 163 shares; 2025Q3: 930 shares 930 $10.2K <0.01% +767 GSIE 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 541 shares; 2024Q3: 544 shares; 2024Q4: 547 shares; 2025Q1: not reported; 2025Q2: 245 shares; 2025Q3: 245 shares 245 $10.1K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,329 shares; 2024Q3: not reported; 2024Q4: 78 shares; 2025Q1: 84 shares; 2025Q2: 72 shares; 2025Q3: 97 shares 97 $10.1K <0.01% +25 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 671 shares; 2024Q3: 440 shares; 2024Q4: 515 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares 199 $10K <0.01% 0 Timeline TPRC AT&T INC DEP SHS REPSTG 1/1000 More: the full row for AT&T INC DEP SHS REPSTG 1/1000 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,000 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $9.96K <0.01% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 740 shares; 2024Q3: 740 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares 110 $9.96K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: 20 shares; 2025Q2: 24 shares; 2025Q3: 45 shares 45 $9.88K <0.01% +21 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3,561 shares; 2024Q3: 564 shares; 2024Q4: 635 shares; 2025Q1: 511 shares; 2025Q2: 285 shares; 2025Q3: 110 shares 110 $9.87K <0.01% -175 Timeline OILK PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 27,529 shares; 2024Q3: 31,996 shares; 2024Q4: 179 shares; 2025Q1: 419 shares; 2025Q2: 245 shares; 2025Q3: 245 shares 245 $9.82K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 571 shares; 2024Q2: 1,853 shares; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 1,231 shares; 2025Q2: 284 shares; 2025Q3: 399 shares 399 $9.79K <0.01% +115 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 161 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29 shares 29 $9.78K <0.01% new 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 169 shares; 2025Q3: 169 shares 169 $9.72K <0.01% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 22 shares; 2025Q3: 30 shares 30 $9.68K <0.01% +8 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 33 shares; 2025Q3: 32 shares 32 $9.59K <0.01% -1 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 172 shares; 2025Q3: 172 shares 172 $9.59K <0.01% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 333 shares; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares 333 $9.53K <0.01% 0 Timeline IRS IRSA INVERSIONES Y REP S A More: the full row for IRSA INVERSIONES Y REP S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 775 shares; 2024Q2: 775 shares; 2024Q3: 775 shares; 2024Q4: 802 shares; 2025Q1: 802 shares; 2025Q2: 802 shares; 2025Q3: 802 shares 802 $9.49K <0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 304 shares; 2024Q3: 304 shares; 2024Q4: 916 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares 325 $9.47K <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 790 shares; 2024Q2: 8,068 shares; 2024Q3: 1,126 shares; 2024Q4: 1,902 shares; 2025Q1: 160 shares; 2025Q2: 124 shares; 2025Q3: 127 shares 127 $9.47K <0.01% +3 Timeline GTBIF GREEN THUMB INDS INC SUB VTG S More: the full row for GREEN THUMB INDS INC SUB VTG S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,185 shares; 2024Q3: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,185 shares 1,185 $9.47K <0.01% 0 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98 shares; 2025Q3: 98 shares 98 $9.43K <0.01% 0 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 18 shares; 2024Q2: 113 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120 shares 120 $9.24K <0.01% new Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 18 shares 18 $9.17K <0.01% +12 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 225 shares; 2024Q3: 1,880 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375 shares 375 $9.06K <0.01% new Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 2,031 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares 800 $8.97K <0.01% 0 Timeline CGAU CENTERRA GOLD INC More: the full row for CENTERRA GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares 835 $8.96K <0.01% new Timeline HMENF HEMISPHERE ENERGY CORP (CDA) More: the full row for HEMISPHERE ENERGY CORP (CDA) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,700 shares 5,700 $8.95K <0.01% +700 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 341 shares; 2025Q2: 281 shares; 2025Q3: 360 shares 360 $8.92K <0.01% +79 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 27,090 shares; 2024Q3: 26,866 shares; 2024Q4: 26,866 shares; 2025Q1: 27,876 shares; 2025Q2: 26,436 shares; 2025Q3: 454 shares 454 $8.88K <0.01% -25,982 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130 shares; 2025Q2: 245 shares; 2025Q3: 587 shares 587 $8.85K <0.01% +342 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; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $8.81K <0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 234 shares; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 20 shares; 2025Q2: 51 shares; 2025Q3: 63 shares 63 $8.77K <0.01% +12 Timeline