SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,800 shares; 2024Q4: 31,011 shares; 2025Q1: 30,812 shares; 2025Q2: 21,173 shares; 2025Q3: not loaded; 2025Q4: 20,893 shares 20,893 $14.2M 12.59% Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 920 shares; 2025Q1: 10,581 shares; 2025Q2: 11,587 shares; 2025Q3: not loaded; 2025Q4: 12,902 shares 12,902 $7.93M 7% Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,340 shares; 2024Q4: 21,398 shares; 2025Q1: 21,424 shares; 2025Q2: 23,733 shares; 2025Q3: not loaded; 2025Q4: 22,796 shares 22,796 $6.2M 5.48% Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,231 shares; 2025Q3: not loaded; 2025Q4: 99,361 shares 99,361 $5.69M 5.03% Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 43,874 shares 43,874 $4.4M 3.89% Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,309 shares; 2025Q3: not loaded; 2025Q4: 98,389 shares 98,389 $4.18M 3.69% Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 14,028 shares; 2025Q3: not loaded; 2025Q4: 15,574 shares 15,574 $3.83M 3.39% Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 1,740 shares; 2025Q1: 10,352 shares; 2025Q2: 11,631 shares; 2025Q3: not loaded; 2025Q4: 12,778 shares 12,778 $2.95M 2.61% Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,542 shares; 2024Q4: 20,565 shares; 2025Q1: 20,467 shares; 2025Q2: 15,072 shares; 2025Q3: not loaded; 2025Q4: 10,673 shares 10,673 $2.94M 2.6% Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,111 shares; 2024Q4: 1,185 shares; 2025Q1: 5,539 shares; 2025Q2: 5,397 shares; 2025Q3: not loaded; 2025Q4: 5,880 shares 5,880 $2.84M 2.51% Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: not loaded; 2025Q4: 5,356 shares 5,356 $2.61M 2.31% Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 11,399 shares; 2025Q1: 22,184 shares; 2025Q2: 423 shares; 2025Q3: not loaded; 2025Q4: 19,836 shares 19,836 $2.3M 2.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 3,013 shares; 2025Q1: 2,994 shares; 2025Q2: 3,075 shares; 2025Q3: not loaded; 2025Q4: 16,664 shares 16,664 $2.17M 1.92% Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,211 shares; 2024Q4: 23,211 shares; 2025Q1: 22,723 shares; 2025Q2: 20,699 shares; 2025Q3: not loaded; 2025Q4: 22,946 shares 22,946 $2.03M 1.79% Timeline ROPE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,550 shares; 2025Q1: 43,816 shares; 2025Q2: 44,646 shares; 2025Q3: not loaded; 2025Q4: 73,394 shares 73,394 $1.98M 1.75% Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,758 shares; 2025Q1: 1,753 shares; 2025Q2: 1,830 shares; 2025Q3: not loaded; 2025Q4: 1,842 shares 1,842 $1.98M 1.75% Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 3,323 shares; 2025Q3: not loaded; 2025Q4: 15,071 shares 15,071 $1.94M 1.72% Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,467 shares; 2024Q4: 11,312 shares; 2025Q1: 11,242 shares; 2025Q2: 11,520 shares; 2025Q3: not loaded; 2025Q4: 8,788 shares 8,788 $1.83M 1.62% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,019 shares; 2025Q3: not loaded; 2025Q4: 6,170 shares 6,170 $1.81M 1.6% Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80 shares; 2025Q3: not loaded; 2025Q4: 11,534 shares 11,534 $1.79M 1.58% Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,141 shares; 2024Q4: 30,167 shares; 2025Q1: 29,978 shares; 2025Q2: 29,456 shares; 2025Q3: not loaded; 2025Q4: 31,619 shares 31,619 $1.74M 1.54% Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 10,867 shares 10,867 $1.67M 1.47% Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,516 shares; 2024Q4: 9,461 shares; 2025Q1: 9,461 shares; 2025Q2: 28,920 shares; 2025Q3: not loaded; 2025Q4: 21,621 shares 21,621 $1.67M 1.47% Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 9 shares; 2025Q2: 99 shares; 2025Q3: not loaded; 2025Q4: 7,639 shares 7,639 $1.64M 1.45% Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 15,357 shares 15,357 $1.53M 1.36% Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 8,217 shares 8,217 $1.51M 1.34% Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73 shares; 2025Q3: not loaded; 2025Q4: 19,585 shares 19,585 $1.48M 1.31% Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,652 shares; 2024Q4: 1,565 shares; 2025Q1: 1,552 shares; 2025Q2: 1,349 shares; 2025Q3: not loaded; 2025Q4: 5,741 shares 5,741 $1.48M 1.3% Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 1,518 shares; 2025Q1: 1,518 shares; 2025Q2: 673 shares; 2025Q3: not loaded; 2025Q4: 12,446 shares 12,446 $1.46M 1.29% Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: not loaded; 2025Q4: 2,884 shares 2,884 $1.45M 1.28% Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,250 shares; 2025Q3: not loaded; 2025Q4: 6,281 shares 6,281 $1.44M 1.27% Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,942 shares; 2024Q4: 7,002 shares; 2025Q1: 6,975 shares; 2025Q2: 7,881 shares; 2025Q3: not loaded; 2025Q4: 8,945 shares 8,945 $1.37M 1.21% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 5,420 shares 5,420 $1.36M 1.2% Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,257 shares; 2024Q4: 15,212 shares; 2025Q1: 14,173 shares; 2025Q2: 13,576 shares; 2025Q3: not loaded; 2025Q4: 18,814 shares 18,814 $1.09M 0.96% Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,264 shares; 2024Q4: 3,201 shares; 2025Q1: 3,201 shares; 2025Q2: 2,339 shares; 2025Q3: not loaded; 2025Q4: 2,530 shares 2,530 $1M 0.89% Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,016 shares; 2025Q2: 4,267 shares; 2025Q3: not loaded; 2025Q4: 4,624 shares 4,624 $993K 0.88% Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 54,777 shares 54,777 $970K 0.86% Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,954 shares; 2024Q4: 2,901 shares; 2025Q1: 2,901 shares; 2025Q2: 2,793 shares; 2025Q3: not loaded; 2025Q4: 2,253 shares 2,253 $726K 0.64% Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,361 shares; 2024Q4: 27,752 shares; 2025Q1: 1,827 shares; 2025Q2: 1,760 shares; 2025Q3: not loaded; 2025Q4: 1,705 shares 1,705 $572K 0.51% Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,094 shares; 2024Q4: 4,041 shares; 2025Q1: 4,051 shares; 2025Q2: 3,907 shares; 2025Q3: not loaded; 2025Q4: 4,261 shares 4,261 $502K 0.44% Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,778 shares; 2024Q4: 5,848 shares; 2025Q1: 131 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,542 shares 1,542 $496K 0.44% Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 1,072 shares; 2025Q3: not loaded; 2025Q4: 1,214 shares 1,214 $478K 0.42% Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,671 shares 3,671 $462K 0.41% Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,315 shares; 2025Q1: 2,398 shares; 2025Q2: 2,481 shares; 2025Q3: not loaded; 2025Q4: 6,508 shares 6,508 $458K 0.4% Timeline GIAX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,137 shares; 2025Q3: not loaded; 2025Q4: 26,443 shares 26,443 $435K 0.38% Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 904 shares; 2025Q1: 955 shares; 2025Q2: 2,453 shares; 2025Q3: not loaded; 2025Q4: 2,244 shares 2,244 $419K 0.37% Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 777 shares; 2025Q1: 777 shares; 2025Q2: 747 shares; 2025Q3: not loaded; 2025Q4: 717 shares 717 $411K 0.36% Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 7,653 shares 7,653 $402K 0.36% Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 7,412 shares 7,412 $399K 0.35% Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: not loaded; 2025Q4: 6,860 shares 6,860 $348K 0.31% Timeline DDM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 5,053 shares; 2025Q1: 5,229 shares; 2025Q2: 4,407 shares; 2025Q3: not loaded; 2025Q4: 5,659 shares 5,659 $322K 0.28% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,344 shares; 2024Q4: 1,344 shares; 2025Q1: 1,344 shares; 2025Q2: 1,264 shares; 2025Q3: not loaded; 2025Q4: 1,296 shares 1,296 $289K 0.26% Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,159 shares; 2024Q4: 7,331 shares; 2025Q1: 7,295 shares; 2025Q2: 7,314 shares; 2025Q3: not loaded; 2025Q4: 3,801 shares 3,801 $266K 0.23% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,574 shares; 2024Q4: 10,574 shares; 2025Q1: 10,574 shares; 2025Q2: 10,574 shares; 2025Q3: not loaded; 2025Q4: 10,574 shares 10,574 $263K 0.23% Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,707 shares; 2025Q1: 1,707 shares; 2025Q2: 1,878 shares; 2025Q3: not loaded; 2025Q4: 1,484 shares 1,484 $213K 0.19% Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,156 shares 2,156 $211K 0.19% Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,876 shares; 2024Q4: 10,621 shares; 2025Q1: 10,553 shares; 2025Q2: 15,809 shares; 2025Q3: not loaded; 2025Q4: 5,111 shares 5,111 $208K 0.18% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,727 shares 2,727 $203K 0.18% Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 213 shares; 2025Q2: 2,655 shares; 2025Q3: not loaded; 2025Q4: 3,686 shares 3,686 $194K 0.17% Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,378 shares 3,378 $190K 0.17% Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,265 shares 3,265 $188K 0.17% Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: 844 shares; 2025Q1: 844 shares; 2025Q2: 844 shares; 2025Q3: not loaded; 2025Q4: 844 shares 844 $165K 0.15% Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 8,403 shares; 2025Q1: 8,338 shares; 2025Q2: 7,124 shares; 2025Q3: not loaded; 2025Q4: 1,444 shares 1,444 $161K 0.14% Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,289 shares; 2024Q4: 6,161 shares; 2025Q1: 6,114 shares; 2025Q2: 5,890 shares; 2025Q3: not loaded; 2025Q4: 1,123 shares 1,123 $145K 0.13% Timeline AAPU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,104 shares; 2025Q3: not loaded; 2025Q4: 4,189 shares 4,189 $141K 0.12% Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,627 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 302 shares; 2025Q3: not loaded; 2025Q4: 1,545 shares 1,545 $136K 0.12% Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,252 shares; 2024Q4: 9,246 shares; 2025Q1: 9,195 shares; 2025Q2: 10,030 shares; 2025Q3: not loaded; 2025Q4: 537 shares 537 $132K 0.12% Timeline MSFU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,176 shares 3,176 $132K 0.12% Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,247 shares; 2025Q1: 1,268 shares; 2025Q2: 1,544 shares; 2025Q3: not loaded; 2025Q4: 1,611 shares 1,611 $129K 0.11% Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 387 shares; 2025Q3: not loaded; 2025Q4: 387 shares 387 $123K 0.11% Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,089 shares; 2024Q4: 27,747 shares; 2025Q1: 27,625 shares; 2025Q2: 28,353 shares; 2025Q3: not loaded; 2025Q4: 3,010 shares 3,010 $118K 0.1% Timeline WANT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: not loaded; 2025Q4: 2,330 shares 2,330 $117K 0.1% Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,834 shares; 2025Q1: 1,823 shares; 2025Q2: 1,514 shares; 2025Q3: not loaded; 2025Q4: 330 shares 330 $116K 0.1% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,786 shares; 2024Q4: 36,865 shares; 2025Q1: 36,690 shares; 2025Q2: 33,172 shares; 2025Q3: not loaded; 2025Q4: 1,531 shares 1,531 $113K 0.1% Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: not loaded; 2025Q4: 103 shares 103 $110K 0.1% Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 341 shares; 2025Q3: not loaded; 2025Q4: 320 shares 320 $110K 0.1% Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not loaded; 2025Q4: 1,000 shares 1,000 $93.8K 0.08% Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,147 shares 1,147 $92.6K 0.08% Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,727 shares; 2025Q3: not loaded; 2025Q4: 157 shares 157 $89.5K 0.08% Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,848 shares; 2024Q4: 2,948 shares; 2025Q1: 2,934 shares; 2025Q2: 3,071 shares; 2025Q3: not loaded; 2025Q4: 571 shares 571 $81.8K 0.07% Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 2,950 shares; 2025Q3: not loaded; 2025Q4: 158 shares 158 $76.4K 0.07% Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,677 shares 1,677 $76.4K 0.07% Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 1,114 shares; 2025Q2: 1,114 shares; 2025Q3: not loaded; 2025Q4: 1,114 shares 1,114 $76.2K 0.07% Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 169 shares; 2025Q1: 177 shares; 2025Q2: 169 shares; 2025Q3: not loaded; 2025Q4: 169 shares 169 $76K 0.07% Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: not loaded; 2025Q4: 490 shares 490 $73.7K 0.07% Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,549 shares; 2024Q4: 20,137 shares; 2025Q1: 20,026 shares; 2025Q2: 16,191 shares; 2025Q3: not loaded; 2025Q4: 824 shares 824 $68.4K 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 26,593 shares; 2025Q3: not loaded; 2025Q4: 2,481 shares 2,481 $68.1K 0.06% Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 1,773 shares; 2025Q1: 1,705 shares; 2025Q2: 2,024 shares; 2025Q3: not loaded; 2025Q4: 2,583 shares 2,583 $66.5K 0.06% Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,894 shares; 2024Q4: 82,228 shares; 2025Q1: 81,748 shares; 2025Q2: 1,289 shares; 2025Q3: not loaded; 2025Q4: 1,279 shares 1,279 $65.6K 0.06% Timeline CORN TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,200 shares; 2024Q4: 11,200 shares; 2025Q1: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: not loaded; 2025Q4: 3,700 shares 3,700 $65.6K 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,146 shares; 2024Q4: 1,182 shares; 2025Q1: 1,187 shares; 2025Q2: 1,382 shares; 2025Q3: not loaded; 2025Q4: 1,461 shares 1,461 $64.9K 0.06% Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: not loaded; 2025Q4: 750 shares 750 $63.7K 0.06% Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: not loaded; 2025Q4: 1,270 shares 1,270 $63.1K 0.06% Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,446 shares; 2024Q4: 2,541 shares; 2025Q1: 2,527 shares; 2025Q2: 2,800 shares; 2025Q3: not loaded; 2025Q4: 333 shares 333 $60.6K 0.05% Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: 806 shares; 2025Q1: 806 shares; 2025Q2: 806 shares; 2025Q3: not loaded; 2025Q4: 264 shares 264 $56.7K 0.05% Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 717 shares; 2025Q1: 717 shares; 2025Q2: 583 shares; 2025Q3: not loaded; 2025Q4: 575 shares 575 $55.9K 0.05% Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,702 shares; 2024Q4: 6,702 shares; 2025Q1: 6,685 shares; 2025Q2: 6,704 shares; 2025Q3: not loaded; 2025Q4: 281 shares 281 $54.8K 0.05% Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,052 shares; 2024Q4: 6,152 shares; 2025Q1: 6,077 shares; 2025Q2: 3,420 shares; 2025Q3: not loaded; 2025Q4: 244 shares 244 $50.5K 0.04% Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,761 shares; 2024Q4: 101,756 shares; 2025Q1: 101,205 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,602 shares 1,602 $49.6K 0.04% Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,118 shares; 2024Q4: 4,163 shares; 2025Q1: 3,772 shares; 2025Q2: 4,119 shares; 2025Q3: not loaded; 2025Q4: 395 shares 395 $47.5K 0.04% Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,002 shares; 2024Q4: 5,040 shares; 2025Q1: 5,014 shares; 2025Q2: 936 shares; 2025Q3: not loaded; 2025Q4: 575 shares 575 $45.4K 0.04% Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: not loaded; 2025Q4: 150 shares 150 $41.8K 0.04% Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: not loaded; 2025Q4: 63 shares 63 $41.6K 0.04% Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,526 shares; 2025Q3: not loaded; 2025Q4: 926 shares 926 $40.9K 0.04% Timeline AMZU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202 shares; 2025Q3: not loaded; 2025Q4: 1,166 shares 1,166 $40.8K 0.04% Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,925 shares; 2025Q3: not loaded; 2025Q4: 816 shares 816 $37K 0.03% Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: not loaded; 2025Q4: 320 shares 320 $36.9K 0.03% Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,152 shares; 2024Q4: 36,084 shares; 2025Q1: 36,070 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 472 shares 472 $35K 0.03% Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 574 shares; 2025Q1: 564 shares; 2025Q2: 655 shares; 2025Q3: not loaded; 2025Q4: 682 shares 682 $31.9K 0.03% Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: not loaded; 2025Q4: 302 shares 302 $31.8K 0.03% Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 370 shares; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: not loaded; 2025Q4: 364 shares 364 $31.7K 0.03% Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: not loaded; 2025Q4: 207 shares 207 $31.3K 0.03% Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 1,940 shares; 2025Q1: 1,900 shares; 2025Q2: 1,887 shares; 2025Q3: not loaded; 2025Q4: 287 shares 287 $31.2K 0.03% Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: 982 shares; 2025Q2: 315 shares; 2025Q3: not loaded; 2025Q4: 183 shares 183 $29.4K 0.03% Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 588 shares 588 $29.3K 0.03% Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: 291 shares 291 $29.1K 0.03% Timeline NAIL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 577 shares 577 $28.6K 0.03% Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,250 shares; 2025Q1: 2,200 shares; 2025Q2: 2,281 shares; 2025Q3: not loaded; 2025Q4: 481 shares 481 $28.1K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 2,785 shares; 2025Q1: 2,785 shares; 2025Q2: 2,785 shares; 2025Q3: not loaded; 2025Q4: 2,785 shares 2,785 $27.8K 0.02% Timeline DFEN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 3,000 shares; 2025Q2: 1,500 shares; 2025Q3: not loaded; 2025Q4: 400 shares 400 $25.6K 0.02% Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,137 shares; 2025Q1: 1,136 shares; 2025Q2: 1,037 shares; 2025Q3: not loaded; 2025Q4: 1,025 shares 1,025 $25.5K 0.02% Timeline BRKU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,020 shares 1,020 $25.4K 0.02% Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,292 shares; 2024Q4: 3,056 shares; 2025Q1: 3,056 shares; 2025Q2: 3,056 shares; 2025Q3: not loaded; 2025Q4: 457 shares 457 $25.2K 0.02% Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 619 shares; 2025Q3: not loaded; 2025Q4: 619 shares 619 $23.6K 0.02% Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,976 shares; 2024Q4: 6,781 shares; 2025Q1: 6,794 shares; 2025Q2: 6,294 shares; 2025Q3: not loaded; 2025Q4: 488 shares 488 $22.1K 0.02% Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 490 shares 490 $20.9K 0.02% Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: not loaded; 2025Q4: 33 shares 33 $19.2K 0.02% Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 162 shares; 2025Q2: 80 shares; 2025Q3: not loaded; 2025Q4: 80 shares 80 $17.6K 0.02% Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: not loaded; 2025Q4: 120 shares 120 $17.3K 0.02% Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: not reported; 2025Q1: 24,459 shares; 2025Q2: 28,809 shares; 2025Q3: not loaded; 2025Q4: 198 shares 198 $17.3K 0.02% Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 457 shares; 2025Q1: 443 shares; 2025Q2: 542 shares; 2025Q3: not loaded; 2025Q4: 636 shares 636 $16.8K 0.01% Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85 shares; 2025Q3: not loaded; 2025Q4: 85 shares 85 $15.1K 0.01% Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: not loaded; 2025Q4: 175 shares 175 $14.6K 0.01% Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 707 shares; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: not loaded; 2025Q4: 473 shares 473 $14.1K 0.01% Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: not loaded; 2025Q4: 92 shares 92 $14K 0.01% Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,272 shares; 2024Q4: 5,330 shares; 2025Q1: 5,305 shares; 2025Q2: 5,484 shares; 2025Q3: not loaded; 2025Q4: 79 shares 79 $13.9K 0.01% Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: not loaded; 2025Q4: 150 shares 150 $13.9K 0.01% Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 214 shares; 2025Q3: not loaded; 2025Q4: 233 shares 233 $13.5K 0.01% Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 205 shares; 2025Q1: 207 shares; 2025Q2: 278 shares; 2025Q3: not loaded; 2025Q4: 285 shares 285 $13.4K 0.01% Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 41 shares 41 $12.8K 0.01% Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 264 shares 264 $12.8K 0.01% Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,258 shares; 2024Q4: 4,141 shares; 2025Q1: 4,125 shares; 2025Q2: 345 shares; 2025Q3: not loaded; 2025Q4: 71 shares 71 $12.7K 0.01% Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,349 shares; 2024Q4: 3,199 shares; 2025Q1: 3,199 shares; 2025Q2: 1,178 shares; 2025Q3: not loaded; 2025Q4: 360 shares 360 $12.6K 0.01% Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 400 shares; 2025Q3: not loaded; 2025Q4: 400 shares 400 $12.2K 0.01% Timeline HRTS TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 345 shares 345 $12.2K 0.01% Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 178 shares; 2025Q3: not loaded; 2025Q4: 100 shares 100 $12K 0.01% Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 33 shares 33 $11.4K 0.01% Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not loaded; 2025Q4: 300 shares 300 $11.4K 0.01% Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: not loaded; 2025Q4: 52 shares 52 $11.3K 0.01% Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 225 shares; 2025Q1: 226 shares; 2025Q2: 261 shares; 2025Q3: not loaded; 2025Q4: 274 shares 274 $11.2K 0.01% Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 293 shares 293 $10.6K 0.01% Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 379 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: not loaded; 2025Q4: 353 shares 353 $10.2K 0.01% Timeline NFXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 326 shares 326 $9.99K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: not loaded; 2025Q4: 208 shares 208 $9.93K 0.01% Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 11 shares 11 $9.67K 0.01% Timeline SPXU PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 194 shares 194 $9.65K 0.01% Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,597 shares; 2025Q3: not loaded; 2025Q4: 66 shares 66 $9.1K 0.01% Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,390 shares; 2024Q4: 24,365 shares; 2025Q1: 24,213 shares; 2025Q2: 28,782 shares; 2025Q3: not loaded; 2025Q4: 521 shares 521 $8.83K 0.01% Timeline ORCU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 470 shares 470 $8.66K 0.01% Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: not loaded; 2025Q4: 222 shares 222 $8.6K 0.01% Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 7,100 shares; 2025Q1: 6,900 shares; 2025Q2: 6,844 shares; 2025Q3: not loaded; 2025Q4: 1,544 shares 1,544 $8.43K 0.01% Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 125 shares; 2025Q1: 126 shares; 2025Q2: 156 shares; 2025Q3: not loaded; 2025Q4: 176 shares 176 $7.92K 0.01% Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 100 shares 100 $7.77K 0.01% Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,499 shares; 2024Q4: 5,103 shares; 2025Q1: 5,048 shares; 2025Q2: 4,910 shares; 2025Q3: not loaded; 2025Q4: 89 shares 89 $7.5K 0.01% Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,650 shares; 2024Q4: 18,616 shares; 2025Q1: 18,368 shares; 2025Q2: 15,644 shares; 2025Q3: not loaded; 2025Q4: 272 shares 272 $7.48K 0.01% Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: not loaded; 2025Q4: 120 shares 120 $7.25K 0.01% Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,363 shares; 2024Q4: 6,358 shares; 2025Q1: 6,358 shares; 2025Q2: 6,355 shares; 2025Q3: not loaded; 2025Q4: 150 shares 150 $7.2K 0.01% Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 177 shares; 2025Q2: 233 shares; 2025Q3: not loaded; 2025Q4: 249 shares 249 $7.11K 0.01% Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: not loaded; 2025Q4: 100 shares 100 $6.93K 0.01% Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 12 shares 12 $6.85K 0.01% Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 13 shares 13 $6.79K 0.01% Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 132 shares; 2025Q1: 224 shares; 2025Q2: 227 shares; 2025Q3: not loaded; 2025Q4: 259 shares 259 $6.59K 0.01% Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 34 shares 34 $6.39K 0.01% Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,028 shares; 2024Q4: 28,950 shares; 2025Q1: 28,427 shares; 2025Q2: 1,495 shares; 2025Q3: not loaded; 2025Q4: 61 shares 61 $6.22K 0.01% Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 76 shares; 2025Q1: 120 shares; 2025Q2: 124 shares; 2025Q3: not loaded; 2025Q4: 150 shares 150 $6.19K 0.01% Timeline KODK EASTMAN KODAK CO More: the full row for EASTMAN KODAK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: not loaded; 2025Q4: 675 shares 675 $5.71K 0.01% Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 6 shares 6 $5.17K <0.01% Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 79 shares 79 $5.06K <0.01% Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 100 shares 100 $5.05K <0.01% Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 100 shares 100 $4.9K <0.01% Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 3,211 shares; 2025Q1: 3,192 shares; 2025Q2: 3,247 shares; 2025Q3: not loaded; 2025Q4: 45 shares 45 $4.54K <0.01% Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,996 shares; 2024Q4: 14,041 shares; 2025Q1: 13,736 shares; 2025Q2: 1,045 shares; 2025Q3: not loaded; 2025Q4: 43 shares 43 $4.26K <0.01% Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: not loaded; 2025Q4: 50 shares 50 $3.46K <0.01% Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 215 shares; 2025Q1: 136 shares; 2025Q2: 141 shares; 2025Q3: not loaded; 2025Q4: 158 shares 158 $3.38K <0.01% Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 85 shares 85 $3.18K <0.01% Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 229 shares; 2025Q3: not loaded; 2025Q4: 229 shares 229 $3.03K <0.01% Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 150 shares; 2025Q1: 101 shares; 2025Q2: 105 shares; 2025Q3: not loaded; 2025Q4: 123 shares 123 $2.91K <0.01% Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: not loaded; 2025Q4: 101 shares 101 $2.85K <0.01% Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 90 shares; 2025Q1: 89 shares; 2025Q2: 99 shares; 2025Q3: not loaded; 2025Q4: 144 shares 144 $2.75K <0.01% Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not loaded; 2025Q4: 300 shares 300 $2.36K <0.01% Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 10 shares 10 $2.17K <0.01% Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 100 shares 100 $1.77K <0.01% Timeline NMAX NEWSMAX INC More: the full row for NEWSMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218 shares; 2025Q3: not loaded; 2025Q4: 218 shares 218 $1.69K <0.01% Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 125 shares; 2025Q3: not loaded; 2025Q4: 125 shares 125 $1.53K <0.01% Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: not loaded; 2025Q4: 5 shares 5 $1.53K <0.01% Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,798 shares; 2025Q3: not loaded; 2025Q4: 25 shares 25 $1.39K <0.01% Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: not loaded; 2025Q4: 4 shares 4 $1.24K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 523 shares; 2025Q2: 73 shares; 2025Q3: not loaded; 2025Q4: 73 shares 73 $964 <0.01% Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: not loaded; 2025Q4: 2 shares 2 $931 <0.01% Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 10 shares 10 $803 <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 40 shares; 2025Q3: not loaded; 2025Q4: 6 shares 6 $794 <0.01% Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: not loaded; 2025Q4: 200 shares 200 $744 <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: not loaded; 2025Q4: 3 shares 3 $552 <0.01% Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2 shares 2 $506 <0.01% Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not loaded; 2025Q4: 100 shares 100 $480 <0.01% Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: not loaded; 2025Q4: 10 shares 10 $465 <0.01% Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,028 shares; 2024Q4: 3,965 shares; 2025Q1: 4,060 shares; 2025Q2: 3,113 shares; 2025Q3: not loaded; 2025Q4: 3 shares 3 $431 <0.01% Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: not loaded; 2025Q4: 4 shares 4 $358 <0.01% Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: not loaded; 2025Q4: 3 shares 3 $341 <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,878 shares; 2024Q4: 1,839 shares; 2025Q1: 1,814 shares; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: 1 shares 1 $315 <0.01% Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 3,071 shares; 2025Q1: 3,079 shares; 2025Q2: 2,945 shares; 2025Q3: not loaded; 2025Q4: 2 shares 2 $310 <0.01% Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: 1 shares 1 $258 <0.01% Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: not loaded; 2025Q4: 10 shares 10 $256 <0.01% Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: not loaded; 2025Q4: 6 shares 6 $222 <0.01% Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: 1 shares 1 $170 <0.01% Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: not loaded; 2025Q4: 2 shares 2 $143 <0.01% Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: not loaded; 2025Q4: 2 shares 2 $134 <0.01% Timeline BED BATH & BEYOND INC BED BATH & BEYOND INC More: the full row for BED BATH & BEYOND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 154 shares 154 $102 <0.01% TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: not loaded; 2025Q4: 2 shares 2 $93 <0.01% Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: 1 shares 1 $68 <0.01% Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not loaded; 2025Q4: 60 shares 60 $68 <0.01% Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: not loaded; 2025Q4: 8 shares 8 $67 <0.01% Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: not loaded; 2025Q4: 2 shares 2 $59 <0.01% Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: 1 shares 1 $31 <0.01% Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: not loaded; 2025Q4: 2 shares 2 $26 <0.01% Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: 1 shares 1 $18 <0.01% Timeline ACB AURORA CANNABIS INC More: the full row for AURORA CANNABIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: not loaded; 2025Q4: 4 shares 4 $17 <0.01% Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1 shares 1 $4 <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 1 shares; 2025Q3: not loaded; 2025Q4: 1 shares 1 $2 <0.01% Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 80 shares; 2025Q3: not loaded; 2025Q4: 0 shares 0 $1 <0.01% Amount filed as zero, left out of ratios. Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: not loaded; 2025Q4: 0 shares 0 $0 0% Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline