IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,153,091 shares; 2024Q4: 2,241,711 shares; 2025Q1: 2,291,835 shares; 2025Q2: 2,218,582 shares; 2025Q3: 2,266,638 shares 2,266,638 $165M 11.33% +48,056 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,376 shares; 2024Q4: 196,385 shares; 2025Q1: 209,546 shares; 2025Q2: 226,536 shares; 2025Q3: 226,841 shares 226,841 $139M 9.54% +305 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,551 shares; 2024Q4: 344,610 shares; 2025Q1: 359,373 shares; 2025Q2: 2,354,770 shares; 2025Q3: 375,221 shares 375,221 $133M 9.16% -1,979,549 Timeline SHY 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: restricted; 2024Q2: restricted; 2024Q3: 70,943 shares; 2024Q4: 107,528 shares; 2025Q1: 110,806 shares; 2025Q2: 82,341 shares; 2025Q3: 1,040,956 shares 1,040,956 $86.4M 5.93% +958,615 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 304,152 shares; 2025Q1: 282,601 shares; 2025Q2: 762,785 shares; 2025Q3: 830,943 shares 830,943 $83.7M 5.75% +68,158 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: restricted; 2024Q2: restricted; 2024Q3: 175,769 shares; 2024Q4: 171,140 shares; 2025Q1: 154,679 shares; 2025Q2: 153,369 shares; 2025Q3: 153,477 shares 153,477 $58.2M 4% +108 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 114,820 shares; 2025Q3: 1,644,636 shares 1,644,636 $44.1M 3.03% +1,529,816 Timeline IWR 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: restricted; 2024Q2: restricted; 2024Q3: 373,107 shares; 2024Q4: not reported; 2025Q1: 28,715 shares; 2025Q2: 8,300 shares; 2025Q3: 426,784 shares 426,784 $41.2M 2.83% +418,484 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,501 shares; 2024Q4: 83,362 shares; 2025Q1: 56,362 shares; 2025Q2: 12,786,846 shares; 2025Q3: 58,172 shares 58,172 $38.8M 2.66% -12,728,674 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691,106 shares; 2024Q4: 691,106 shares; 2025Q1: 693,740 shares; 2025Q2: 684,180 shares; 2025Q3: 854,085 shares 854,085 $32.6M 2.24% +169,905 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,234 shares; 2024Q4: 260,403 shares; 2025Q1: 260,862 shares; 2025Q2: 273,690 shares; 2025Q3: 154,262 shares 154,262 $28.8M 1.98% -119,428 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,445 shares; 2024Q4: 133,805 shares; 2025Q1: 147,830 shares; 2025Q2: 3,919,280 shares; 2025Q3: 381,595 shares 381,595 $24.8M 1.7% -3,537,685 Timeline ISHG 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 172,565 shares; 2025Q3: 319,631 shares 319,631 $24.3M 1.67% +147,066 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,767 shares; 2024Q4: 434,649 shares; 2025Q1: 440,000 shares; 2025Q2: 3,370,831 shares; 2025Q3: 513,892 shares 513,892 $24.1M 1.66% -2,856,939 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,862 shares; 2024Q4: 62,185 shares; 2025Q1: 61,174 shares; 2025Q2: 59,929 shares; 2025Q3: 59,222 shares 59,222 $19.4M 1.34% -707 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,920 shares; 2024Q4: 277,010 shares; 2025Q1: 284,615 shares; 2025Q2: 287,485 shares; 2025Q3: 293,455 shares 293,455 $19M 1.3% +5,970 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: restricted; 2024Q2: restricted; 2024Q3: 259,887 shares; 2024Q4: 233,360 shares; 2025Q1: 262,270 shares; 2025Q2: 365,975 shares; 2025Q3: 417,145 shares 417,145 $17.7M 1.21% +51,170 Timeline CQQQ 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,303 shares; 2025Q2: 93,100 shares; 2025Q3: 297,970 shares 297,970 $17.6M 1.21% +204,870 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,462 shares; 2024Q4: 59,138 shares; 2025Q1: 61,681 shares; 2025Q2: 62,751 shares; 2025Q3: 33,594 shares 33,594 $17.4M 1.2% -29,157 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,810 shares; 2024Q4: 542,688 shares; 2025Q1: 478,285 shares; 2025Q2: 443,374 shares; 2025Q3: 331,441 shares 331,441 $16.4M 1.12% -111,933 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,008 shares; 2024Q4: 108,247 shares; 2025Q1: 110,156 shares; 2025Q2: 127,000 shares; 2025Q3: 58,366 shares 58,366 $14.9M 1.02% -68,634 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 275,970 shares; 2025Q3: 286,990 shares 286,990 $14.7M 1.01% +11,020 Timeline IVV 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: restricted; 2024Q2: restricted; 2024Q3: 20,143 shares; 2024Q4: 27,450 shares; 2025Q1: 27,326 shares; 2025Q2: 26,605 shares; 2025Q3: 21,250 shares 21,250 $14.2M 0.98% -5,355 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: restricted; 2024Q2: restricted; 2024Q3: 176,276 shares; 2024Q4: 142,588 shares; 2025Q1: 170,503 shares; 2025Q2: 170,618 shares; 2025Q3: 181,015 shares 181,015 $13.8M 0.95% +10,397 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,378 shares; 2024Q4: 23,065 shares; 2025Q1: 22,315 shares; 2025Q2: 2,029,080 shares; 2025Q3: 22,849 shares 22,849 $13.7M 0.94% -2,006,231 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140,196 shares 140,196 $13.6M 0.93% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,142 shares; 2024Q4: 82,690 shares; 2025Q1: 78,262 shares; 2025Q2: 75,628 shares; 2025Q3: 55,344 shares 55,344 $13.5M 0.93% -20,284 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,650 shares; 2024Q4: 163,980 shares; 2025Q1: 261,882 shares; 2025Q2: 264,512 shares; 2025Q3: 239,024 shares 239,024 $12M 0.83% -25,488 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,469 shares; 2024Q4: 82,376 shares; 2025Q1: 83,328 shares; 2025Q2: 89,509 shares; 2025Q3: 53,371 shares 53,371 $11.7M 0.8% -36,138 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 22,685 shares; 2025Q1: 22,163 shares; 2025Q2: 164,160 shares; 2025Q3: 165,703 shares 165,703 $9.93M 0.68% +1,543 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,825,164 shares; 2025Q3: 96,607 shares 96,607 $8.43M 0.58% -8,728,557 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,561 shares; 2024Q4: 108,673 shares; 2025Q1: 109,067 shares; 2025Q2: 108,410 shares; 2025Q3: 93,404 shares 93,404 $8.34M 0.57% -15,006 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,658 shares; 2024Q4: 90,423 shares; 2025Q1: 90,911 shares; 2025Q2: 94,555 shares; 2025Q3: 76,714 shares 76,714 $7.91M 0.54% -17,841 Timeline FLOT 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: restricted; 2024Q2: restricted; 2024Q3: 206,243 shares; 2024Q4: 227,023 shares; 2025Q1: 279,383 shares; 2025Q2: not reported; 2025Q3: 154,362 shares 154,362 $7.89M 0.54% new Timeline SHLD 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,694 shares; 2025Q3: 106,992 shares 106,992 $7.52M 0.52% +6,298 Timeline BILS 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: restricted; 2024Q2: restricted; 2024Q3: 539,448 shares; 2024Q4: 641,204 shares; 2025Q1: 609,492 shares; 2025Q2: 164,099 shares; 2025Q3: 71,972 shares 71,972 $7.16M 0.49% -92,127 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,177 shares; 2024Q4: 6,739 shares; 2025Q1: 18,241 shares; 2025Q2: 16,806 shares; 2025Q3: 9,291 shares 9,291 $7.09M 0.49% -7,515 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,069 shares; 2024Q4: 26,260 shares; 2025Q1: 26,204 shares; 2025Q2: 27,570 shares; 2025Q3: 19,581 shares 19,581 $6.68M 0.46% -7,989 Timeline MBB 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: restricted; 2024Q2: restricted; 2024Q3: 55,155 shares; 2024Q4: 84,964 shares; 2025Q1: 92,519 shares; 2025Q2: 83,363 shares; 2025Q3: 70,011 shares 70,011 $6.66M 0.46% -13,352 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,752 shares; 2024Q4: 26,853 shares; 2025Q1: 27,997 shares; 2025Q2: 28,588 shares; 2025Q3: 23,243 shares 23,243 $6.54M 0.45% -5,345 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,429 shares; 2024Q4: 70,613 shares; 2025Q1: 71,676 shares; 2025Q2: 72,882 shares; 2025Q3: 66,189 shares 66,189 $6.48M 0.45% -6,693 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,151 shares; 2024Q4: 41,645 shares; 2025Q1: 40,528 shares; 2025Q2: 53,221 shares; 2025Q3: 37,541 shares 37,541 $6.41M 0.44% -15,680 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,080 shares; 2025Q2: 66,315 shares; 2025Q3: 130,490 shares 130,490 $5.83M 0.4% +64,175 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,708 shares; 2024Q4: 18,237 shares; 2025Q1: 17,415 shares; 2025Q2: 18,507 shares; 2025Q3: 11,599 shares 11,599 $5.83M 0.4% -6,908 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,353 shares; 2024Q4: 9,278 shares; 2025Q1: 7,713 shares; 2025Q2: 1,544,122 shares; 2025Q3: 7,393 shares 7,393 $5.52M 0.38% -1,536,729 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,512 shares; 2024Q4: 7,916 shares; 2025Q1: 8,007 shares; 2025Q2: 8,037 shares; 2025Q3: 6,920 shares 6,920 $5.51M 0.38% -1,117 Timeline AGG 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: restricted; 2024Q2: restricted; 2024Q3: 148,594 shares; 2024Q4: 67,904 shares; 2025Q1: 58,534 shares; 2025Q2: 52,662 shares; 2025Q3: 52,647 shares 52,647 $5.28M 0.36% -15 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,603 shares; 2024Q4: 28,782 shares; 2025Q1: 203,757 shares; 2025Q2: 205,466 shares; 2025Q3: 180,742 shares 180,742 $5.1M 0.35% -24,724 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,627 shares; 2024Q4: 484,887 shares; 2025Q1: 316,848 shares; 2025Q2: 145,861 shares; 2025Q3: 191,948 shares 191,948 $5M 0.34% +46,087 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225,250 shares 225,250 $4.93M 0.34% new Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,000 shares; 2024Q4: 125,000 shares; 2025Q1: 103,630 shares; 2025Q2: 102,553 shares; 2025Q3: 100,000 shares 100,000 $4.8M 0.33% -2,553 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,767 shares; 2024Q4: 11,127 shares; 2025Q1: 118,360 shares; 2025Q2: 119,569 shares; 2025Q3: 108,432 shares 108,432 $4.77M 0.33% -11,137 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,335 shares; 2024Q4: 37,288 shares; 2025Q1: 36,866 shares; 2025Q2: 42,245 shares; 2025Q3: 18,758 shares 18,758 $4.56M 0.31% -23,487 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,423 shares; 2024Q4: 120,423 shares; 2025Q1: 120,423 shares; 2025Q2: 120,423 shares; 2025Q3: 120,423 shares 120,423 $4.43M 0.3% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,986 shares; 2025Q1: 37,349 shares; 2025Q2: 37,032 shares; 2025Q3: 32,342 shares 32,342 $4.33M 0.3% -4,690 Timeline SHV 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: restricted; 2024Q2: restricted; 2024Q3: 35,059 shares; 2024Q4: 91,941 shares; 2025Q1: 89,291 shares; 2025Q2: 89,217 shares; 2025Q3: 38,434 shares 38,434 $4.25M 0.29% -50,783 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: restricted; 2024Q2: restricted; 2024Q3: 30,954 shares; 2024Q4: 31,270 shares; 2025Q1: 32,337 shares; 2025Q2: 33,181 shares; 2025Q3: 31,453 shares 31,453 $4.09M 0.28% -1,728 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: restricted; 2024Q2: restricted; 2024Q3: 46,112 shares; 2024Q4: 46,112 shares; 2025Q1: 44,427 shares; 2025Q2: 44,427 shares; 2025Q3: 44,427 shares 44,427 $3.99M 0.27% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,928 shares; 2024Q4: 11,052 shares; 2025Q1: 10,821 shares; 2025Q2: 12,412 shares; 2025Q3: 8,144 shares 8,144 $3.62M 0.25% -4,268 Timeline 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: restricted; 2024Q2: restricted; 2024Q3: 19,095 shares; 2024Q4: 19,095 shares; 2025Q1: 19,095 shares; 2025Q2: 19,081 shares; 2025Q3: 18,955 shares 18,955 $3.59M 0.25% -126 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,575 shares; 2025Q3: 100,575 shares 100,575 $3.56M 0.24% 0 Timeline ITB 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,755 shares 31,755 $3.41M 0.23% new Timeline IGRO 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115,943 shares; 2025Q3: 41,110 shares 41,110 $3.28M 0.22% -74,833 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,953 shares; 2024Q4: 10,972 shares; 2025Q1: 11,208 shares; 2025Q2: 12,965 shares; 2025Q3: 4,145 shares 4,145 $3.04M 0.21% -8,820 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: restricted; 2024Q2: restricted; 2024Q3: 13,903 shares; 2024Q4: 14,465 shares; 2025Q1: 14,523 shares; 2025Q2: 13,607 shares; 2025Q3: 12,203 shares 12,203 $3M 0.21% -1,404 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: restricted; 2024Q2: restricted; 2024Q3: 8,840 shares; 2024Q4: 9,992 shares; 2025Q1: 10,020 shares; 2025Q2: 10,654 shares; 2025Q3: 10,658 shares 10,658 $2.71M 0.19% +4 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,490 shares; 2024Q4: 10,545 shares; 2025Q1: 11,895 shares; 2025Q2: 12,012 shares; 2025Q3: 6,235 shares 6,235 $2.53M 0.17% -5,777 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 2,877 shares; 2025Q1: 27,869 shares; 2025Q2: 27,829 shares; 2025Q3: 10,386 shares 10,386 $2.49M 0.17% -17,443 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,540 shares; 2024Q4: 14,574 shares; 2025Q1: 14,744 shares; 2025Q2: 21,698 shares; 2025Q3: 26,883 shares 26,883 $2.21M 0.15% +5,185 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,361 shares; 2024Q4: 19,529 shares; 2025Q1: 19,953 shares; 2025Q2: 21,834 shares; 2025Q3: 6,538 shares 6,538 $2.16M 0.15% -15,296 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,610 shares; 2024Q4: 41,352 shares; 2025Q1: 33,497 shares; 2025Q2: 33,497 shares; 2025Q3: 34,167 shares 34,167 $2.13M 0.15% +670 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: restricted; 2024Q2: restricted; 2024Q3: 168,665 shares; 2024Q4: 414,835 shares; 2025Q1: 323,640 shares; 2025Q2: 8,351,126 shares; 2025Q3: 51,780 shares 51,780 $2.03M 0.14% -8,299,346 Timeline XLRE 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,050 shares; 2025Q2: 38,730 shares; 2025Q3: 46,530 shares 46,530 $1.96M 0.13% +7,800 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,420 shares; 2025Q3: 41,385 shares 41,385 $1.84M 0.13% -3,035 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 5,851 shares; 2025Q1: 16,012 shares; 2025Q2: 15,278 shares; 2025Q3: 11,663 shares 11,663 $1.81M 0.12% -3,615 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: restricted; 2024Q2: restricted; 2024Q3: 11,761 shares; 2024Q4: 12,069 shares; 2025Q1: 12,006 shares; 2025Q2: 11,967 shares; 2025Q3: 14,558 shares 14,558 $1.77M 0.12% +2,591 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,300 shares; 2025Q2: 58,300 shares; 2025Q3: 58,300 shares 58,300 $1.71M 0.12% 0 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,650 shares 52,650 $1.7M 0.12% new Timeline BNT BROOKFIELD WEALTH SOL LTD More: the full row for BROOKFIELD WEALTH SOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,726 shares; 2024Q4: 23,726 shares; 2025Q1: 23,726 shares; 2025Q2: 23,726 shares; 2025Q3: 23,726 shares 23,726 $1.62M 0.11% 0 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,411 shares; 2024Q4: 100,271 shares; 2025Q1: 87,656 shares; 2025Q2: 70,976 shares; 2025Q3: 70,976 shares 70,976 $1.62M 0.11% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,294 shares; 2024Q4: 13,008 shares; 2025Q1: 13,152 shares; 2025Q2: 11,152 shares; 2025Q3: 7,377 shares 7,377 $1.59M 0.11% -3,775 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,965 shares; 2025Q2: 43,965 shares; 2025Q3: 54,720 shares 54,720 $1.53M 0.11% +10,755 Timeline ITAN 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: restricted; 2024Q2: restricted; 2024Q3: 43,335 shares; 2024Q4: 43,335 shares; 2025Q1: 43,335 shares; 2025Q2: 43,335 shares; 2025Q3: 43,335 shares 43,335 $1.5M 0.1% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,185 shares; 2024Q4: 15,097 shares; 2025Q1: 15,191 shares; 2025Q2: 27,466 shares; 2025Q3: 4,680 shares 4,680 $1.48M 0.1% -22,786 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,799 shares; 2024Q4: 16,815 shares; 2025Q1: 17,038 shares; 2025Q2: 17,918 shares; 2025Q3: 12,368 shares 12,368 $1.42M 0.1% -5,550 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,450 shares; 2024Q4: 15,950 shares; 2025Q1: 16,066 shares; 2025Q2: 19,761 shares; 2025Q3: 19,652 shares 19,652 $1.4M 0.1% -109 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,335 shares; 2024Q4: 21,634 shares; 2025Q1: 22,225 shares; 2025Q2: 21,562 shares; 2025Q3: 19,919 shares 19,919 $1.39M 0.1% -1,643 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,726 shares; 2024Q4: 16,726 shares; 2025Q1: 16,726 shares; 2025Q2: 16,726 shares; 2025Q3: 16,726 shares 16,726 $1.35M 0.09% 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,092 shares; 2025Q1: 25,815 shares; 2025Q2: 25,815 shares; 2025Q3: 25,815 shares 25,815 $1.31M 0.09% 0 Timeline PHYS 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: restricted; 2024Q2: restricted; 2024Q3: 45,600 shares; 2024Q4: 45,600 shares; 2025Q1: 45,600 shares; 2025Q2: 43,100 shares; 2025Q3: 43,100 shares 43,100 $1.28M 0.09% 0 Timeline ICSH 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: restricted; 2024Q2: restricted; 2024Q3: 54,840 shares; 2024Q4: 51,920 shares; 2025Q1: 34,179 shares; 2025Q2: 21,284 shares; 2025Q3: 23,284 shares 23,284 $1.18M 0.08% +2,000 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,289 shares; 2025Q3: 8,381 shares 8,381 $1.16M 0.08% +2,092 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,032 shares; 2024Q4: 2,700 shares; 2025Q1: 2,775 shares; 2025Q2: 3,291 shares; 2025Q3: 1,240 shares 1,240 $1.15M 0.08% -2,051 Timeline SILJ 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,000 shares; 2025Q1: 49,000 shares; 2025Q2: 49,000 shares; 2025Q3: 49,000 shares 49,000 $1.13M 0.08% 0 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: restricted; 2024Q2: restricted; 2024Q3: 35,672 shares; 2024Q4: 52,976 shares; 2025Q1: 53,525 shares; 2025Q2: 54,087 shares; 2025Q3: 54,655 shares 54,655 $1.07M 0.07% +568 Timeline ESPO 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,621 shares 8,621 $1.05M 0.07% new 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: restricted; 2024Q2: restricted; 2024Q3: 5,477 shares; 2024Q4: 5,615 shares; 2025Q1: 5,637 shares; 2025Q2: 5,198 shares; 2025Q3: 4,057 shares 4,057 $1.03M 0.07% -1,141 Timeline BUR BURFORD CAPITAL LIMITED More: the full row for BURFORD CAPITAL LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,310 shares; 2024Q4: 75,539 shares; 2025Q1: 82,936 shares; 2025Q2: 82,660 shares; 2025Q3: 82,630 shares 82,630 $988K 0.07% -30 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: restricted; 2024Q2: restricted; 2024Q3: 1,689 shares; 2024Q4: 1,778 shares; 2025Q1: 1,788 shares; 2025Q2: 1,852 shares; 2025Q3: 1,557 shares 1,557 $981K 0.07% -295 Timeline RGS REGIS CORPORATION More: the full row for REGIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,375 shares; 2024Q4: 32,936 shares; 2025Q1: 32,936 shares; 2025Q2: 32,936 shares; 2025Q3: 32,936 shares 32,936 $960K 0.07% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,554 shares; 2024Q4: 2,161 shares; 2025Q1: 2,276 shares; 2025Q2: 2,675 shares; 2025Q3: 785 shares 785 $941K 0.06% -1,890 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,640 shares; 2025Q1: 8,613 shares; 2025Q2: 8,613 shares; 2025Q3: 8,300 shares 8,300 $928K 0.06% -313 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 2,543 shares; 2025Q1: 2,530 shares; 2025Q2: 2,607 shares; 2025Q3: 1,841 shares 1,841 $919K 0.06% -766 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: restricted; 2024Q2: restricted; 2024Q3: 4,105 shares; 2024Q4: 4,105 shares; 2025Q1: 4,105 shares; 2025Q2: 4,105 shares; 2025Q3: 4,100 shares 4,100 $914K 0.06% -5 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,695 shares; 2024Q4: 10,869 shares; 2025Q1: 10,805 shares; 2025Q2: 11,635 shares; 2025Q3: 8,997 shares 8,997 $844K 0.06% -2,638 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,872 shares; 2024Q4: 133,570 shares; 2025Q1: 102,282 shares; 2025Q2: 17,727 shares; 2025Q3: 17,727 shares 17,727 $840K 0.06% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,272 shares; 2024Q4: 253,467 shares; 2025Q1: 577,602 shares; 2025Q2: 577,602 shares; 2025Q3: 71,058 shares 71,058 $824K 0.06% -506,544 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,935 shares 5,935 $785K 0.05% new Timeline BSCR 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,114 shares; 2025Q2: 37,879 shares; 2025Q3: 38,300 shares 38,300 $755K 0.05% +421 Timeline DTAN 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: restricted; 2024Q2: restricted; 2024Q3: 20,823 shares; 2024Q4: 24,793 shares; 2025Q1: 24,793 shares; 2025Q2: 24,793 shares; 2025Q3: 24,793 shares 24,793 $742K 0.05% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,398 shares; 2025Q1: 4,921 shares; 2025Q2: 6,452 shares; 2025Q3: 6,861 shares 6,861 $685K 0.05% +409 Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,245 shares 52,245 $678K 0.05% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,261 shares; 2024Q4: 5,773 shares; 2025Q1: 5,831 shares; 2025Q2: 5,868 shares; 2025Q3: 4,976 shares 4,976 $664K 0.05% -892 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,492 shares; 2024Q4: 18,252 shares; 2025Q1: 19,044 shares; 2025Q2: 16,821 shares; 2025Q3: 5,644 shares 5,644 $636K 0.04% -11,177 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,447 shares; 2024Q4: 9,015 shares; 2025Q1: 9,280 shares; 2025Q2: 10,367 shares; 2025Q3: 3,722 shares 3,722 $623K 0.04% -6,645 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,424 shares; 2025Q1: 9,524 shares; 2025Q2: 9,524 shares; 2025Q3: 9,424 shares 9,424 $621K 0.04% -100 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 1,793 shares; 2025Q1: 1,801 shares; 2025Q2: 2,039 shares; 2025Q3: 794 shares 794 $602K 0.04% -1,245 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: restricted; 2024Q2: restricted; 2024Q3: 53,420 shares; 2024Q4: 53,963 shares; 2025Q1: 46,328 shares; 2025Q2: 28,231 shares; 2025Q3: 28,534 shares 28,534 $590K 0.04% +303 ATEX ANTERIX INC More: the full row for ANTERIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,340 shares 27,340 $587K 0.04% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,941 shares; 2024Q4: 2,623 shares; 2025Q1: 2,604 shares; 2025Q2: 2,927 shares; 2025Q3: 1,222 shares 1,222 $580K 0.04% -1,705 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,858 shares; 2024Q4: 4,515 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,440 shares 4,440 $557K 0.04% -60 Timeline IWB 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: restricted; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,490 shares; 2025Q1: 1,490 shares; 2025Q2: 1,490 shares; 2025Q3: 1,490 shares 1,490 $545K 0.04% 0 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,600 shares; 2024Q4: 14,600 shares; 2025Q1: 14,600 shares; 2025Q2: 14,600 shares; 2025Q3: 14,600 shares 14,600 $543K 0.04% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,106 shares; 2024Q4: 15,479 shares; 2025Q1: 16,110 shares; 2025Q2: 15,498 shares; 2025Q3: 6,323 shares 6,323 $531K 0.04% -9,175 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,955 shares; 2024Q4: 3,991 shares; 2025Q1: 3,990 shares; 2025Q2: 4,095 shares; 2025Q3: 3,702 shares 3,702 $529K 0.04% -393 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,293 shares; 2024Q4: 13,615 shares; 2025Q1: 13,651 shares; 2025Q2: 13,918 shares; 2025Q3: 4,230 shares 4,230 $523K 0.04% -9,688 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares 10,000 $519K 0.04% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 2,686 shares; 2025Q1: 4,335 shares; 2025Q2: 4,577 shares; 2025Q3: 1,812 shares 1,812 $511K 0.04% -2,765 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: restricted; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 2,036 shares; 2025Q1: 2,026 shares; 2025Q2: 2,366 shares; 2025Q3: 1,641 shares 1,641 $505K 0.03% -725 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,370 shares; 2025Q3: 6,225 shares 6,225 $497K 0.03% -5,145 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,811 shares; 2025Q2: 2,820,089 shares; 2025Q3: 7,687 shares 7,687 $482K 0.03% -2,812,402 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 3,409 shares; 2025Q1: 3,438 shares; 2025Q2: 3,655 shares; 2025Q3: 1,445 shares 1,445 $480K 0.03% -2,210 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,505 shares; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares 6,400 $457K 0.03% 0 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,831 shares; 2025Q1: 4,086 shares; 2025Q2: 4,086 shares; 2025Q3: 4,086 shares 4,086 $455K 0.03% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: 3,725 shares; 2025Q1: 3,716 shares; 2025Q2: 3,820 shares; 2025Q3: 1,538 shares 1,538 $451K 0.03% -2,282 Timeline FMDE 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130,785 shares; 2025Q1: 77,045 shares; 2025Q2: 10,695 shares; 2025Q3: 12,395 shares 12,395 $448K 0.03% +1,700 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 539 shares; 2025Q1: 579 shares; 2025Q2: 1,212 shares; 2025Q3: 894 shares 894 $446K 0.03% -318 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,888 shares; 2024Q4: 10,360 shares; 2025Q1: 10,723 shares; 2025Q2: 11,757 shares; 2025Q3: 2,859 shares 2,859 $439K 0.03% -8,898 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,473 shares; 2024Q4: 2,676 shares; 2025Q1: 2,730 shares; 2025Q2: 2,832 shares; 2025Q3: 2,221 shares 2,221 $434K 0.03% -611 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,978 shares; 2024Q4: 9,481 shares; 2025Q1: 9,048 shares; 2025Q2: 8,981 shares; 2025Q3: 5,477 shares 5,477 $430K 0.03% -3,504 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,741 shares; 2024Q4: 163,269 shares; 2025Q1: 601,946 shares; 2025Q2: 129,496 shares; 2025Q3: 86,413 shares 86,413 $414K 0.03% -43,083 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 1,868 shares; 2025Q1: 2,028 shares; 2025Q2: 2,028 shares; 2025Q3: 1,439 shares 1,439 $402K 0.03% -589 Timeline SRG SERITAGE GROWTH PPTYS More: the full row for SERITAGE GROWTH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,187 shares; 2025Q1: 76,987 shares; 2025Q2: 93,887 shares; 2025Q3: 93,887 shares 93,887 $399K 0.03% 0 Timeline KYMR KYMERA THERAPEUTICS INC More: the full row for KYMERA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares 7,000 $396K 0.03% 0 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: restricted; 2024Q2: restricted; 2024Q3: 4,873 shares; 2024Q4: 6,139 shares; 2025Q1: 6,691 shares; 2025Q2: 7,121 shares; 2025Q3: 3,576 shares 3,576 $393K 0.03% -3,545 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,463 shares; 2025Q1: 1,486 shares; 2025Q2: 1,541 shares; 2025Q3: 1,138 shares 1,138 $393K 0.03% -403 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 3,359 shares; 2025Q1: 3,407 shares; 2025Q2: 3,409 shares; 2025Q3: 2,617 shares 2,617 $392K 0.03% -792 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,933 shares; 2025Q1: 8,935 shares; 2025Q2: 10,174,082 shares; 2025Q3: 4,337 shares 4,337 $387K 0.03% -10,169,745 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,185 shares 3,185 $384K 0.03% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 14,007 shares; 2025Q1: 14,007 shares; 2025Q2: 14,007 shares; 2025Q3: 14,007 shares 14,007 $382K 0.03% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,245 shares 4,245 $379K 0.03% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 2,218 shares; 2025Q1: 2,224 shares; 2025Q2: 2,250 shares; 2025Q3: 774 shares 774 $369K 0.03% -1,476 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,466 shares; 2024Q4: 6,481 shares; 2025Q1: 6,481 shares; 2025Q2: 6,481 shares; 2025Q3: 6,454 shares 6,454 $367K 0.03% -27 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 174 shares; 2025Q1: 173 shares; 2025Q2: 210 shares; 2025Q3: 67 shares 67 $362K 0.02% -143 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,705 shares; 2025Q1: 6,705 shares; 2025Q2: 6,655 shares; 2025Q3: 6,655 shares 6,655 $361K 0.02% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 1,693 shares; 2025Q1: 1,641 shares; 2025Q2: 1,792 shares; 2025Q3: 519 shares 519 $354K 0.02% -1,273 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 2,942 shares; 2025Q1: 2,758 shares; 2025Q2: 2,820 shares; 2025Q3: 1,246 shares 1,246 $352K 0.02% -1,574 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,612 shares; 2025Q1: 12,612 shares; 2025Q2: 12,612 shares; 2025Q3: 12,612 shares 12,612 $350K 0.02% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 3,640 shares; 2025Q1: 3,055 shares; 2025Q2: 2,455 shares; 2025Q3: 1,860 shares 1,860 $347K 0.02% -595 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $345K 0.02% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,021 shares; 2024Q4: 8,393 shares; 2025Q1: 8,237 shares; 2025Q2: 8,527 shares; 2025Q3: 2,148 shares 2,148 $341K 0.02% -6,379 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: restricted; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,556 shares; 2025Q1: 2,674 shares; 2025Q2: 4,460 shares; 2025Q3: 1,595 shares 1,595 $339K 0.02% -2,865 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,743 shares; 2024Q4: 3,948 shares; 2025Q1: 3,947 shares; 2025Q2: 2,708 shares; 2025Q3: 2,111 shares 2,111 $336K 0.02% -597 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 730 shares; 2025Q1: 777 shares; 2025Q2: 749 shares; 2025Q3: 647 shares 647 $333K 0.02% -102 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,128 shares 1,128 $331K 0.02% new Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,470 shares; 2024Q4: 10,470 shares; 2025Q1: 10,470 shares; 2025Q2: 10,470 shares; 2025Q3: 10,470 shares 10,470 $327K 0.02% 0 Timeline IGPT 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,980 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares 6,000 $324K 0.02% 0 Timeline 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: restricted; 2024Q2: restricted; 2024Q3: 15,098 shares; 2024Q4: 18,257 shares; 2025Q1: 16,134 shares; 2025Q2: 19,089 shares; 2025Q3: 8,817 shares 8,817 $313K 0.02% -10,272 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,253 shares; 2025Q1: 1,486 shares; 2025Q2: 1,612 shares; 2025Q3: 676 shares 676 $309K 0.02% -936 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,685 shares; 2025Q1: 1,679 shares; 2025Q2: 1,720 shares; 2025Q3: 915 shares 915 $309K 0.02% -805 Timeline SEG SEAPORT ENTMT GROUP INC More: the full row for SEAPORT ENTMT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,311 shares; 2025Q1: not reported; 2025Q2: 13,337 shares; 2025Q3: 13,349 shares 13,349 $306K 0.02% +12 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,111 shares; 2024Q4: 6,111 shares; 2025Q1: 7,046 shares; 2025Q2: 6,353 shares; 2025Q3: 5,706 shares 5,706 $305K 0.02% -647 Timeline LAKE LAKELAND INDS INC More: the full row for LAKELAND INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,850 shares; 2025Q3: 20,580 shares 20,580 $305K 0.02% +9,730 Timeline HYG 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: restricted; 2024Q2: restricted; 2024Q3: 4,325 shares; 2024Q4: 4,325 shares; 2025Q1: 6,465 shares; 2025Q2: 11,539,295 shares; 2025Q3: 3,695 shares 3,695 $300K 0.02% -11,535,600 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,357 shares; 2024Q4: 19,951 shares; 2025Q1: 8,798 shares; 2025Q2: 9,263 shares; 2025Q3: 1,616 shares 1,616 $300K 0.02% -7,647 Timeline TFLO 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: restricted; 2024Q2: restricted; 2024Q3: 83,085 shares; 2024Q4: 70,540 shares; 2025Q1: 70,435 shares; 2025Q2: 7,355 shares; 2025Q3: 5,895 shares 5,895 $298K 0.02% -1,460 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,211 shares; 2025Q1: 1,198 shares; 2025Q2: 1,127 shares; 2025Q3: 361 shares 361 $298K 0.02% -766 Timeline PRTA PROTHENA CORP PLC More: the full row for PROTHENA CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,136 shares 30,136 $294K 0.02% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,837 shares; 2024Q4: 8,503 shares; 2025Q1: 22,425 shares; 2025Q2: 19,176 shares; 2025Q3: 11,492 shares 11,492 $293K 0.02% -7,684 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,464 shares; 2025Q1: 1,294 shares; 2025Q2: 1,271 shares; 2025Q3: 407 shares 407 $292K 0.02% -864 Timeline MAXJ 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,380 shares; 2025Q2: 10,380 shares; 2025Q3: 10,380 shares 10,380 $291K 0.02% 0 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: restricted; 2024Q2: restricted; 2024Q3: 3,604 shares; 2024Q4: 4,530 shares; 2025Q1: 4,186 shares; 2025Q2: 4,743 shares; 2025Q3: 1,412 shares 1,412 $289K 0.02% -3,331 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,468 shares; 2024Q4: 3,724 shares; 2025Q1: 3,859 shares; 2025Q2: 3,798 shares; 2025Q3: 3,437 shares 3,437 $286K 0.02% -361 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 2,954 shares; 2025Q1: 3,050 shares; 2025Q2: 3,632 shares; 2025Q3: 499 shares 499 $284K 0.02% -3,133 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,820 shares; 2024Q4: 8,820 shares; 2025Q1: 8,820 shares; 2025Q2: 8,820 shares; 2025Q3: 8,820 shares 8,820 $276K 0.02% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,392 shares; 2024Q4: 6,622 shares; 2025Q1: 6,909 shares; 2025Q2: 7,027 shares; 2025Q3: 1,180 shares 1,180 $273K 0.02% -5,847 Timeline IDV 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,435 shares 7,435 $272K 0.02% new 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: restricted; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 3,244 shares; 2025Q1: 3,262 shares; 2025Q2: 3,284 shares; 2025Q3: 1,344 shares 1,344 $271K 0.02% -1,940 Timeline USMV 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: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares 2,800 $266K 0.02% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 360 shares; 2025Q1: 331 shares; 2025Q2: 3,250 shares; 2025Q3: 2,270 shares 2,270 $266K 0.02% -980 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,676 shares 2,676 $265K 0.02% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,432 shares; 2025Q1: 1,475 shares; 2025Q2: 2,072 shares; 2025Q3: 1,030 shares 1,030 $259K 0.02% -1,042 Timeline TIP 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: restricted; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 1,970 shares; 2025Q1: 2,310 shares; 2025Q2: 2,310 shares; 2025Q3: 2,310 shares 2,310 $257K 0.02% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 576 shares; 2025Q1: 588 shares; 2025Q2: 654 shares; 2025Q3: 193 shares 193 $255K 0.02% -461 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,459 shares; 2024Q4: 8,896 shares; 2025Q1: 9,049 shares; 2025Q2: 9,270 shares; 2025Q3: 1,878 shares 1,878 $252K 0.02% -7,392 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: restricted; 2024Q2: restricted; 2024Q3: 3,619 shares; 2024Q4: 4,192 shares; 2025Q1: 4,447 shares; 2025Q2: 4,529 shares; 2025Q3: 2,968 shares 2,968 $250K 0.02% -1,561 Timeline BITO 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: restricted; 2024Q2: restricted; 2024Q3: 173,435 shares; 2024Q4: 317,005 shares; 2025Q1: 227,575 shares; 2025Q2: 12,720 shares; 2025Q3: 12,720 shares 12,720 $250K 0.02% 0 Timeline IUSG 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,514 shares; 2025Q1: not reported; 2025Q2: 1,514 shares; 2025Q3: 1,514 shares 1,514 $249K 0.02% 0 Timeline ITOT 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: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,700 shares 1,700 $248K 0.02% -300 Timeline IWF 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 525 shares 525 $246K 0.02% 0 Timeline CLAR CLARUS CORP NEW More: the full row for CLARUS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,983 shares; 2024Q4: 68,943 shares; 2025Q1: 68,943 shares; 2025Q2: 68,943 shares; 2025Q3: 68,943 shares 68,943 $241K 0.02% 0 Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,325 shares; 2025Q1: 106,070 shares; 2025Q2: 85,485 shares; 2025Q3: 10,140 shares 10,140 $238K 0.02% -75,345 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 2,207 shares; 2025Q1: 2,198 shares; 2025Q2: 2,865 shares; 2025Q3: 634 shares 634 $237K 0.02% -2,231 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,388 shares; 2024Q4: 3,149 shares; 2025Q1: 3,175 shares; 2025Q2: 3,240 shares; 2025Q3: 1,263 shares 1,263 $237K 0.02% -1,977 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 131 shares; 2025Q1: 129 shares; 2025Q2: 135 shares; 2025Q3: 54 shares 54 $232K 0.02% -81 Timeline REZ 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,525 shares; 2025Q1: 2,670 shares; 2025Q2: 2,670 shares; 2025Q3: 2,670 shares 2,670 $227K 0.02% 0 Timeline GSST 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: restricted; 2024Q2: restricted; 2024Q3: 53,515 shares; 2024Q4: 42,815 shares; 2025Q1: 32,700 shares; 2025Q2: 12,500 shares; 2025Q3: 4,440 shares 4,440 $225K 0.02% -8,060 Timeline LLYVA LIBERTY MEDIA CORP More: the full row for LIBERTY MEDIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,310 shares; 2025Q3: 2,375 shares 2,375 $224K 0.02% -935 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,022 shares; 2024Q4: 13,199 shares; 2025Q1: 13,887 shares; 2025Q2: 14,058 shares; 2025Q3: 2,952 shares 2,952 $223K 0.02% -11,106 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: restricted; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: not reported; 2025Q1: 808 shares; 2025Q2: 882 shares; 2025Q3: 488 shares 488 $223K 0.02% -394 Timeline TOGA MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,893 shares; 2025Q3: 6,171 shares 6,171 $220K 0.02% +278 Timeline BWMX BETTERWARE DE MEXC S A P I D More: the full row for BETTERWARE DE MEXC S A P I D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,671 shares; 2024Q4: 15,671 shares; 2025Q1: 15,671 shares; 2025Q2: 15,671 shares; 2025Q3: 15,671 shares 15,671 $211K 0.01% 0 Timeline EEM 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,903 shares 3,903 $208K 0.01% new Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 3,677 shares; 2025Q1: 3,847 shares; 2025Q2: 4,136 shares; 2025Q3: 2,854 shares 2,854 $208K 0.01% -1,282 Timeline JAKK JAKKS PAC INC More: the full row for JAKKS PAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,175 shares; 2025Q1: 8,175 shares; 2025Q2: 11,011 shares; 2025Q3: 11,011 shares 11,011 $206K 0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 3,834 shares; 2025Q1: 3,687 shares; 2025Q2: 4,069 shares; 2025Q3: 1,113 shares 1,113 $204K 0.01% -2,956 Timeline IUSV 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,022 shares 2,022 $202K 0.01% new Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,075 shares 5,075 $201K 0.01% new Timeline NICK OLD MKT CAP CORP COM (DE) More: the full row for OLD MKT CAP CORP COM (DE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,444 shares; 2024Q4: 35,842 shares; 2025Q1: 35,842 shares; 2025Q2: 35,842 shares; 2025Q3: 35,842 shares 35,842 $185K 0.01% 0 Timeline FDMT 4D MOLECULAR THERAPEUTICS IN More: the full row for 4D MOLECULAR THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 20,000 shares; 2025Q1: 25,195 shares; 2025Q2: 28,000 shares; 2025Q3: 20,121 shares 20,121 $175K 0.01% -7,879 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $60.2K <0.01% 0 Timeline VALWS VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,296 shares; 2025Q3: 12,296 shares 12,296 $34.4K <0.01% 0 Timeline