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: 69,714 shares; 2024Q4: 70,431 shares; 2025Q1: 71,953 shares; 2025Q2: 75,552 shares; 2025Q3: 77,012 shares; 2025Q4: 78,620 shares 78,620 $14.7M 6.78% +1,608 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,720 shares; 2024Q4: 224,559 shares; 2025Q1: 229,472 shares; 2025Q2: 226,772 shares; 2025Q3: 221,524 shares; 2025Q4: 212,866 shares 212,866 $10.2M 4.7% -8,658 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: 35,336 shares; 2024Q4: 33,543 shares; 2025Q1: 33,538 shares; 2025Q2: 33,804 shares; 2025Q3: 34,024 shares; 2025Q4: 66,424 shares 66,424 $9.57M 4.42% +32,400 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: 12,200 shares; 2024Q4: 11,609 shares; 2025Q1: 12,145 shares; 2025Q2: 12,483 shares; 2025Q3: 13,485 shares; 2025Q4: 14,090 shares 14,090 $8.67M 4.01% +605 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,924 shares; 2024Q4: 12,690 shares; 2025Q1: 12,057 shares; 2025Q2: 12,221 shares; 2025Q3: 12,287 shares; 2025Q4: 12,312 shares 12,312 $8.4M 3.88% +25 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,905 shares; 2024Q4: 113,890 shares; 2025Q1: 114,009 shares; 2025Q2: 113,211 shares; 2025Q3: 108,823 shares; 2025Q4: 99,399 shares 99,399 $7M 3.23% -9,424 Timeline STXF 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: 102,910 shares; 2024Q4: 97,955 shares; 2025Q1: 114,227 shares; 2025Q2: 115,721 shares; 2025Q3: 129,083 shares; 2025Q4: 134,675 shares 134,675 $5.94M 2.74% +5,592 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,855 shares; 2024Q4: 77,269 shares; 2025Q1: 76,485 shares; 2025Q2: 76,335 shares; 2025Q3: 73,499 shares; 2025Q4: 68,221 shares 68,221 $5.48M 2.53% -5,278 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,546 shares; 2024Q4: 28,765 shares; 2025Q1: 27,150 shares; 2025Q2: 26,873 shares; 2025Q3: 26,935 shares; 2025Q4: 27,493 shares 27,493 $5.27M 2.44% +558 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: 65,203 shares; 2024Q4: 64,323 shares; 2025Q1: 63,842 shares; 2025Q2: 64,191 shares; 2025Q3: 63,165 shares; 2025Q4: 63,209 shares 63,209 $4.91M 2.27% +44 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,071 shares; 2024Q4: 51,481 shares; 2025Q1: 51,596 shares; 2025Q2: 49,246 shares; 2025Q3: 49,271 shares; 2025Q4: 49,425 shares 49,425 $4.41M 2.04% +154 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,032 shares; 2024Q4: 15,402 shares; 2025Q1: 15,023 shares; 2025Q2: 15,074 shares; 2025Q3: 15,124 shares; 2025Q4: 14,749 shares 14,749 $4.37M 2.02% -375 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,743 shares; 2024Q4: 93,091 shares; 2025Q1: 93,283 shares; 2025Q2: 91,672 shares; 2025Q3: 87,595 shares; 2025Q4: 80,059 shares 80,059 $4.13M 1.91% -7,536 Timeline XITK 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: 27,547 shares; 2024Q4: 27,547 shares; 2025Q1: 27,547 shares; 2025Q2: 27,347 shares; 2025Q3: 26,495 shares; 2025Q4: 20,504 shares 20,504 $3.66M 1.69% -5,991 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,770 shares; 2024Q4: 206,613 shares; 2025Q1: 249,250 shares; 2025Q2: 255,095 shares; 2025Q3: 255,618 shares; 2025Q4: 239,661 shares 239,661 $3.52M 1.63% -15,957 Timeline QTUM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,946 shares; 2025Q3: 34,309 shares; 2025Q4: 31,829 shares 31,829 $3.49M 1.61% -2,480 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,437 shares; 2024Q4: 30,622 shares; 2025Q1: 39,101 shares; 2025Q2: 38,343 shares; 2025Q3: 39,618 shares; 2025Q4: 71,385 shares 71,385 $3.43M 1.59% +31,767 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: 104,701 shares; 2024Q4: 103,765 shares; 2025Q1: 105,206 shares; 2025Q2: 103,245 shares; 2025Q3: 102,972 shares; 2025Q4: 93,420 shares 93,420 $3.39M 1.56% -9,552 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,404 shares; 2024Q4: 24,180 shares; 2025Q1: 24,325 shares; 2025Q2: 23,638 shares; 2025Q3: 23,452 shares; 2025Q4: 23,600 shares 23,600 $3.28M 1.52% +148 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,993 shares; 2024Q4: 26,438 shares; 2025Q1: 26,002 shares; 2025Q2: 27,172 shares; 2025Q3: 40,193 shares; 2025Q4: 30,825 shares 30,825 $3.09M 1.43% -9,368 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: 28,866 shares; 2024Q4: 27,394 shares; 2025Q1: 13,497 shares; 2025Q2: 13,508 shares; 2025Q3: 13,516 shares; 2025Q4: 10,201 shares 10,201 $2.77M 1.28% -3,315 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: 7,387 shares; 2024Q4: 6,863 shares; 2025Q1: 5,802 shares; 2025Q2: 5,806 shares; 2025Q3: 5,813 shares; 2025Q4: 5,104 shares 5,104 $2.47M 1.14% -709 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: 32,942 shares; 2024Q4: 33,180 shares; 2025Q1: 33,404 shares; 2025Q2: 33,729 shares; 2025Q3: 33,987 shares; 2025Q4: 42,233 shares 42,233 $2.42M 1.12% +8,246 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,340 shares; 2024Q4: 31,830 shares; 2025Q1: 32,602 shares; 2025Q2: 33,368 shares; 2025Q3: 33,368 shares; 2025Q4: 32,760 shares 32,760 $2.34M 1.08% -608 Timeline XBI 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: 23,637 shares; 2024Q4: 21,902 shares; 2025Q1: 21,498 shares; 2025Q2: 21,303 shares; 2025Q3: 19,342 shares; 2025Q4: 18,673 shares 18,673 $2.28M 1.05% -669 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,577 shares; 2024Q4: 14,585 shares; 2025Q1: 14,842 shares; 2025Q2: 15,075 shares; 2025Q3: 15,258 shares; 2025Q4: 14,751 shares 14,751 $2.26M 1.04% -507 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: 30,031 shares; 2024Q4: 29,192 shares; 2025Q1: 28,928 shares; 2025Q2: 29,078 shares; 2025Q3: 29,205 shares; 2025Q4: 27,210 shares 27,210 $2.26M 1.04% -1,995 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,365 shares; 2024Q4: 4,368 shares; 2025Q1: 4,371 shares; 2025Q2: 4,376 shares; 2025Q3: 4,331 shares; 2025Q4: 4,331 shares 4,331 $2.05M 0.95% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,522 shares; 2024Q4: 3,766 shares; 2025Q1: 3,775 shares; 2025Q2: 4,149 shares; 2025Q3: 4,158 shares; 2025Q4: 4,166 shares 4,166 $2M 0.93% +8 Timeline DTCR 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: 85,375 shares; 2025Q4: 92,623 shares 92,623 $1.95M 0.9% +7,248 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: 3,356 shares; 2024Q4: 3,406 shares; 2025Q1: 3,641 shares; 2025Q2: 3,821 shares; 2025Q3: 3,821 shares; 2025Q4: 3,871 shares 3,871 $1.95M 0.9% +50 Timeline PBJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,869 shares; 2024Q4: 56,017 shares; 2025Q1: 50,688 shares; 2025Q2: 50,261 shares; 2025Q3: 50,418 shares; 2025Q4: 43,179 shares 43,179 $1.93M 0.89% -7,239 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: 3,817 shares; 2025Q3: 4,009 shares; 2025Q4: 3,997 shares 3,997 $1.88M 0.87% -12 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,131 shares; 2024Q4: 34,284 shares; 2025Q1: 33,664 shares; 2025Q2: 34,807 shares; 2025Q3: 35,547 shares; 2025Q4: 34,484 shares 34,484 $1.83M 0.85% -1,063 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,216 shares; 2024Q4: 13,886 shares; 2025Q1: 14,015 shares; 2025Q2: 14,134 shares; 2025Q3: 14,255 shares; 2025Q4: 14,386 shares 14,386 $1.82M 0.84% +131 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,331 shares; 2024Q4: 29,225 shares; 2025Q1: 28,350 shares; 2025Q2: 28,592 shares; 2025Q3: 28,695 shares; 2025Q4: 28,740 shares 28,740 $1.74M 0.8% +45 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,113 shares; 2024Q4: 13,903 shares; 2025Q1: 13,903 shares; 2025Q2: 13,388 shares; 2025Q3: 13,001 shares; 2025Q4: 12,992 shares 12,992 $1.69M 0.78% -9 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,506 shares; 2024Q4: 6,189 shares; 2025Q1: 6,168 shares; 2025Q2: 6,008 shares; 2025Q3: 6,071 shares; 2025Q4: 5,709 shares 5,709 $1.54M 0.71% -362 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: 22,415 shares; 2024Q4: 22,537 shares; 2025Q1: 22,537 shares; 2025Q2: 22,603 shares; 2025Q3: 22,909 shares; 2025Q4: 29,043 shares 29,043 $1.53M 0.71% +6,134 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: 6,479 shares; 2024Q4: 6,087 shares; 2025Q1: 5,908 shares; 2025Q2: 6,749 shares; 2025Q3: 6,749 shares; 2025Q4: 6,090 shares 6,090 $1.41M 0.65% -659 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,202 shares; 2024Q4: 21,593 shares; 2025Q1: 21,646 shares; 2025Q2: 21,398 shares; 2025Q3: 20,130 shares; 2025Q4: 20,217 shares 20,217 $1.33M 0.62% +87 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,788 shares; 2024Q4: 18,606 shares; 2025Q1: 18,359 shares; 2025Q2: 17,985 shares; 2025Q3: 17,658 shares; 2025Q4: 17,480 shares 17,480 $1.31M 0.61% -178 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,375 shares; 2024Q4: 9,424 shares; 2025Q1: 10,703 shares; 2025Q2: 10,928 shares; 2025Q3: 11,333 shares; 2025Q4: 11,930 shares 11,930 $1.3M 0.6% +597 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: 7,734 shares; 2024Q4: 7,771 shares; 2025Q1: 7,816 shares; 2025Q2: 7,853 shares; 2025Q3: 7,737 shares; 2025Q4: 7,087 shares 7,087 $1.25M 0.58% -650 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,769 shares; 2025Q1: 1,788 shares; 2025Q2: 1,789 shares; 2025Q3: 1,802 shares; 2025Q4: 1,702 shares 1,702 $1.17M 0.54% -100 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: 11,732 shares; 2024Q4: 10,331 shares; 2025Q1: 7,568 shares; 2025Q2: 7,591 shares; 2025Q3: 7,613 shares; 2025Q4: 7,531 shares 7,531 $1.17M 0.54% -82 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,955 shares; 2024Q4: 22,627 shares; 2025Q1: 24,167 shares; 2025Q2: 22,710 shares; 2025Q3: 22,886 shares; 2025Q4: 23,402 shares 23,402 $1.16M 0.53% +516 Timeline EWU 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: 25,033 shares; 2024Q4: 25,433 shares; 2025Q1: 25,433 shares; 2025Q2: 25,823 shares; 2025Q3: 25,823 shares; 2025Q4: 26,189 shares 26,189 $1.15M 0.53% +366 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,836 shares; 2024Q4: 151,944 shares; 2025Q1: 76,958 shares; 2025Q2: 75,934 shares; 2025Q3: 60,857 shares; 2025Q4: 60,044 shares 60,044 $1.14M 0.53% -813 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: 13,616 shares; 2024Q4: 13,697 shares; 2025Q1: 13,772 shares; 2025Q2: 13,299 shares; 2025Q3: 13,365 shares; 2025Q4: 26,623 shares 26,623 $1.14M 0.53% +13,258 Timeline XHB 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: 14,897 shares; 2024Q4: 14,916 shares; 2025Q1: 12,028 shares; 2025Q2: 11,506 shares; 2025Q3: 11,520 shares; 2025Q4: 10,734 shares 10,734 $1.11M 0.51% -786 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,469 shares; 2024Q4: 4,353 shares; 2025Q1: 4,333 shares; 2025Q2: 4,365 shares; 2025Q3: 4,398 shares; 2025Q4: 4,000 shares 4,000 $1.04M 0.48% -398 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: 12,571 shares; 2024Q4: 10,862 shares; 2025Q1: 10,905 shares; 2025Q2: 10,950 shares; 2025Q3: 10,997 shares; 2025Q4: 22,066 shares 22,066 $1M 0.46% +11,069 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: 1,229 shares; 2024Q4: 1,099 shares; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares; 2025Q3: 1,100 shares; 2025Q4: 1,099 shares 1,099 $949K 0.44% -1 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: 21,402 shares; 2024Q4: 20,048 shares; 2025Q1: 20,574 shares; 2025Q2: 20,028 shares; 2025Q3: 19,259 shares; 2025Q4: 19,638 shares 19,638 $943K 0.44% +379 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: 1,223 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,373 shares; 2025Q3: 3,822 shares; 2025Q4: 4,329 shares 4,329 $929K 0.43% +507 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: 11,233 shares; 2024Q4: 8,028 shares; 2025Q1: 8,060 shares; 2025Q2: 8,094 shares; 2025Q3: 8,126 shares; 2025Q4: 7,274 shares 7,274 $876K 0.4% -852 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,494 shares; 2024Q4: 2,494 shares; 2025Q1: 2,494 shares; 2025Q2: 2,495 shares; 2025Q3: 2,495 shares; 2025Q4: 2,324 shares 2,324 $860K 0.4% -171 Timeline LIT 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: 15,297 shares; 2024Q4: 12,070 shares; 2025Q1: 12,355 shares; 2025Q2: 12,355 shares; 2025Q3: 12,721 shares; 2025Q4: 12,912 shares 12,912 $838K 0.39% +191 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,146 shares 13,146 $838K 0.39% new 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: 10,409 shares; 2024Q4: 10,491 shares; 2025Q1: 11,694 shares; 2025Q2: 11,031 shares; 2025Q3: 11,157 shares; 2025Q4: 11,219 shares 11,219 $825K 0.38% +62 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,389 shares; 2024Q4: 3,447 shares; 2025Q1: 3,455 shares; 2025Q2: 3,464 shares; 2025Q3: 3,471 shares; 2025Q4: 3,477 shares 3,477 $795K 0.37% +6 Timeline TECL 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: 6,248 shares; 2024Q4: 6,280 shares; 2025Q1: 6,280 shares; 2025Q2: 6,290 shares; 2025Q3: 6,503 shares; 2025Q4: 6,702 shares 6,702 $788K 0.36% +199 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: 1,023 shares; 2024Q4: 884 shares; 2025Q1: 727 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 729 shares 729 $785K 0.36% 0 Timeline VAW 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: 4,714 shares; 2024Q4: 3,980 shares; 2025Q1: 3,994 shares; 2025Q2: 4,010 shares; 2025Q3: 4,023 shares; 2025Q4: 3,767 shares 3,767 $783K 0.36% -256 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: 3,423 shares; 2024Q4: 3,437 shares; 2025Q1: 3,443 shares; 2025Q2: 3,443 shares; 2025Q3: 3,450 shares; 2025Q4: 3,463 shares 3,463 $761K 0.35% +13 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,498 shares; 2024Q4: 22,636 shares; 2025Q1: 22,785 shares; 2025Q2: 22,936 shares; 2025Q3: 23,084 shares; 2025Q4: 20,680 shares 20,680 $760K 0.35% -2,404 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,839 shares; 2024Q4: 2,840 shares; 2025Q1: 2,841 shares; 2025Q2: 2,843 shares; 2025Q3: 2,844 shares; 2025Q4: 2,845 shares 2,845 $747K 0.35% +1 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: 2,220 shares; 2024Q4: 2,171 shares; 2025Q1: 2,172 shares; 2025Q2: 2,172 shares; 2025Q3: 2,173 shares; 2025Q4: 2,172 shares 2,172 $674K 0.31% -1 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,710 shares; 2024Q4: 3,710 shares; 2025Q1: 3,721 shares; 2025Q2: 3,726 shares; 2025Q3: 3,733 shares; 2025Q4: 4,274 shares 4,274 $661K 0.31% +541 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 2,735 shares; 2025Q1: 2,742 shares; 2025Q2: 2,747 shares; 2025Q3: 2,753 shares; 2025Q4: 5,512 shares 5,512 $658K 0.3% +2,759 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: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 5,667 shares; 2025Q2: 5,674 shares; 2025Q3: 5,678 shares; 2025Q4: 5,677 shares 5,677 $633K 0.29% -1 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: 3,722 shares; 2024Q4: 3,122 shares; 2025Q1: 2,583 shares; 2025Q2: 2,585 shares; 2025Q3: 2,586 shares; 2025Q4: 1,975 shares 1,975 $619K 0.29% -611 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: 1,144 shares; 2024Q4: 1,144 shares; 2025Q1: 1,144 shares; 2025Q2: 894 shares; 2025Q3: 895 shares; 2025Q4: 893 shares 893 $591K 0.27% -2 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,034 shares; 2024Q4: 6,708 shares; 2025Q1: 6,754 shares; 2025Q2: 6,829 shares; 2025Q3: 6,904 shares; 2025Q4: 6,979 shares 6,979 $585K 0.27% +75 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,935 shares; 2024Q4: 10,949 shares; 2025Q1: 10,967 shares; 2025Q2: 10,978 shares; 2025Q3: 10,991 shares; 2025Q4: 11,007 shares 11,007 $579K 0.27% +16 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,795 shares; 2024Q4: 16,902 shares; 2025Q1: 16,474 shares; 2025Q2: 16,585 shares; 2025Q3: 16,699 shares; 2025Q4: 16,814 shares 16,814 $578K 0.27% +115 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,364 shares; 2024Q4: 9,290 shares; 2025Q1: 9,295 shares; 2025Q2: 9,187 shares; 2025Q3: 9,195 shares; 2025Q4: 9,196 shares 9,196 $572K 0.26% +1 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,152 shares; 2024Q4: 7,194 shares; 2025Q1: 7,239 shares; 2025Q2: 7,283 shares; 2025Q3: 7,328 shares; 2025Q4: 7,370 shares 7,370 $551K 0.25% +42 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,469 shares; 2024Q4: 2,953 shares; 2025Q1: 2,961 shares; 2025Q2: 2,976 shares; 2025Q3: 2,988 shares; 2025Q4: 3,001 shares 3,001 $545K 0.25% +13 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: 1,789 shares; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares; 2025Q4: 1,571 shares 1,571 $541K 0.25% -61 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,837 shares; 2024Q4: 16,895 shares; 2025Q1: 16,956 shares; 2025Q2: 17,021 shares; 2025Q3: 15,089 shares; 2025Q4: 15,141 shares 15,141 $539K 0.25% +52 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,357 shares; 2024Q4: 13,452 shares; 2025Q1: 13,452 shares; 2025Q2: 13,452 shares; 2025Q3: 9,666 shares; 2025Q4: 9,664 shares 9,664 $522K 0.24% -2 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,257 shares; 2025Q3: 7,257 shares; 2025Q4: 7,257 shares 7,257 $506K 0.23% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,120 shares; 2024Q4: 11,154 shares; 2025Q1: 8,487 shares; 2025Q2: 7,674 shares; 2025Q3: 7,698 shares; 2025Q4: 7,726 shares 7,726 $503K 0.23% +28 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: 5,273 shares; 2024Q4: 4,972 shares; 2025Q1: 4,987 shares; 2025Q2: 5,004 shares; 2025Q3: 4,863 shares; 2025Q4: 3,483 shares 3,483 $499K 0.23% -1,380 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,292 shares; 2024Q4: 19,533 shares; 2025Q1: 19,375 shares; 2025Q2: 19,045 shares; 2025Q3: 18,534 shares; 2025Q4: 5,570 shares 5,570 $487K 0.22% -12,964 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1,487 shares; 2025Q1: 1,488 shares; 2025Q2: 1,489 shares; 2025Q3: 1,491 shares; 2025Q4: 1,492 shares 1,492 $483K 0.22% +1 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,302 shares; 2025Q1: 3,325 shares; 2025Q2: 3,353 shares; 2025Q3: 3,380 shares; 2025Q4: 3,403 shares 3,403 $481K 0.22% +23 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,284 shares; 2024Q4: 8,259 shares; 2025Q1: 7,850 shares; 2025Q2: 7,894 shares; 2025Q3: 7,335 shares; 2025Q4: 7,372 shares 7,372 $478K 0.22% +37 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: 5,030 shares; 2024Q4: 5,107 shares; 2025Q1: 5,154 shares; 2025Q2: 5,195 shares; 2025Q3: 5,240 shares; 2025Q4: 5,268 shares 5,268 $467K 0.22% +28 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,369 shares; 2025Q1: 1,370 shares; 2025Q2: 1,372 shares; 2025Q3: 1,372 shares; 2025Q4: 1,372 shares 1,372 $462K 0.21% 0 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: 26,079 shares; 2024Q4: 17,255 shares; 2025Q1: 17,305 shares; 2025Q2: 17,385 shares; 2025Q3: 17,459 shares; 2025Q4: 14,853 shares 14,853 $460K 0.21% -2,606 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,500 shares; 2024Q4: 42,500 shares; 2025Q1: 42,500 shares; 2025Q2: 38,500 shares; 2025Q3: 38,500 shares; 2025Q4: 44,500 shares 44,500 $434K 0.2% +6,000 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,433 shares; 2024Q4: 3,438 shares; 2025Q1: 3,442 shares; 2025Q2: 3,447 shares; 2025Q3: 3,452 shares; 2025Q4: 3,456 shares 3,456 $433K 0.2% +4 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,608 shares; 2024Q4: 9,617 shares; 2025Q1: 9,632 shares; 2025Q2: 9,277 shares; 2025Q3: 9,286 shares; 2025Q4: 9,286 shares 9,286 $423K 0.2% 0 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: 1,532 shares; 2024Q4: 1,238 shares; 2025Q1: 1,242 shares; 2025Q2: 1,241 shares; 2025Q3: 1,242 shares; 2025Q4: 1,246 shares 1,246 $418K 0.19% +4 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: 1,803 shares; 2024Q4: 1,278 shares; 2025Q1: 1,282 shares; 2025Q2: 1,287 shares; 2025Q3: 1,290 shares; 2025Q4: 1,294 shares 1,294 $417K 0.19% +4 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,700 shares; 2024Q4: 32,700 shares; 2025Q1: 33,200 shares; 2025Q2: 33,200 shares; 2025Q3: 33,200 shares; 2025Q4: 33,200 shares 33,200 $416K 0.19% 0 Timeline IJS 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: 3,549 shares; 2024Q4: 3,563 shares; 2025Q1: 3,573 shares; 2025Q2: 3,584 shares; 2025Q3: 3,597 shares; 2025Q4: 3,603 shares 3,603 $410K 0.19% +6 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: 3,286 shares; 2024Q4: 3,306 shares; 2025Q1: 3,311 shares; 2025Q2: 3,319 shares; 2025Q3: 3,326 shares; 2025Q4: 3,335 shares 3,335 $401K 0.19% +9 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: 2,802 shares; 2024Q4: 2,740 shares; 2025Q1: 2,750 shares; 2025Q2: 2,761 shares; 2025Q3: 2,771 shares; 2025Q4: 1,893 shares 1,893 $392K 0.18% -878 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,126 shares 5,126 $390K 0.18% new 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: 2,490 shares; 2024Q4: 2,509 shares; 2025Q1: 2,617 shares; 2025Q2: 2,634 shares; 2025Q3: 2,649 shares; 2025Q4: 2,665 shares 2,665 $383K 0.18% +16 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,085 shares; 2024Q4: 6,134 shares; 2025Q1: 6,177 shares; 2025Q2: 6,217 shares; 2025Q3: 6,255 shares; 2025Q4: 6,279 shares 6,279 $381K 0.18% +24 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: 1,656 shares; 2024Q4: 1,656 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 846 shares; 2025Q4: 846 shares 846 $380K 0.18% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,255 shares 9,255 $377K 0.17% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,233 shares; 2025Q3: 1,234 shares; 2025Q4: 1,233 shares 1,233 $375K 0.17% -1 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,770 shares; 2024Q4: 9,700 shares; 2025Q1: 9,783 shares; 2025Q2: 6,072 shares; 2025Q3: 6,118 shares; 2025Q4: 6,144 shares 6,144 $369K 0.17% +26 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,835 shares; 2024Q4: 2,835 shares; 2025Q1: 2,835 shares; 2025Q2: 2,835 shares; 2025Q3: 2,835 shares; 2025Q4: 2,835 shares 2,835 $365K 0.17% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,250 shares; 2024Q4: 20,989 shares; 2025Q1: 21,205 shares; 2025Q2: 21,759 shares; 2025Q3: 22,029 shares; 2025Q4: 22,061 shares 22,061 $364K 0.17% +32 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 4,261 shares; 2025Q1: 4,261 shares; 2025Q2: 4,261 shares; 2025Q3: 4,261 shares; 2025Q4: 4,261 shares 4,261 $357K 0.17% 0 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,235 shares; 2024Q4: 12,250 shares; 2025Q1: 12,332 shares; 2025Q2: 12,344 shares; 2025Q3: 12,353 shares; 2025Q4: 8,266 shares 8,266 $345K 0.16% -4,087 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,717 shares; 2024Q4: 13,774 shares; 2025Q1: 13,826 shares; 2025Q2: 13,875 shares; 2025Q3: 13,932 shares; 2025Q4: 11,743 shares 11,743 $341K 0.16% -2,189 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,079 shares; 2024Q4: 2,908 shares; 2025Q1: 2,909 shares; 2025Q2: 2,909 shares; 2025Q3: 2,910 shares; 2025Q4: 2,909 shares 2,909 $338K 0.16% -1 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: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 1,891 shares 1,891 $336K 0.16% -309 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: 33,991 shares; 2024Q4: 34,177 shares; 2025Q1: 18,551 shares; 2025Q2: 18,700 shares; 2025Q3: 18,827 shares; 2025Q4: 18,953 shares 18,953 $336K 0.16% +126 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: 1,282 shares; 2024Q4: 1,262 shares; 2025Q1: 1,264 shares; 2025Q2: 1,253 shares; 2025Q3: 1,231 shares; 2025Q4: 1,232 shares 1,232 $304K 0.14% +1 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares 10,500 $298K 0.14% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 1,889 shares; 2025Q1: 1,895 shares; 2025Q2: 1,900 shares; 2025Q3: 1,908 shares; 2025Q4: 1,914 shares 1,914 $297K 0.14% +6 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,502 shares; 2025Q1: 2,819 shares; 2025Q2: 2,829 shares; 2025Q3: 2,842 shares; 2025Q4: 2,852 shares 2,852 $284K 0.13% +10 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,560 shares; 2024Q4: 4,379 shares; 2025Q1: 4,407 shares; 2025Q2: 4,442 shares; 2025Q3: 4,469 shares; 2025Q4: 4,500 shares 4,500 $279K 0.13% +31 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: 992 shares; 2024Q4: 994 shares; 2025Q1: 996 shares; 2025Q2: 998 shares; 2025Q3: 1,000 shares; 2025Q4: 912 shares 912 $279K 0.13% -88 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $278K 0.13% 0 Timeline FAN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,853 shares; 2024Q4: 12,855 shares; 2025Q1: 12,856 shares; 2025Q2: 12,863 shares; 2025Q3: 12,869 shares; 2025Q4: 12,871 shares 12,871 $263K 0.12% +2 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,431 shares; 2024Q4: 46,431 shares; 2025Q1: 32,431 shares; 2025Q2: 27,431 shares; 2025Q3: 27,431 shares; 2025Q4: 27,431 shares 27,431 $261K 0.12% 0 Timeline NPFD NUVEEN VRIABL RAT PFD & INM More: the full row for NUVEEN VRIABL RAT PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares 13,500 $257K 0.12% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,351 shares; 2025Q1: 1,351 shares; 2025Q2: 1,351 shares; 2025Q3: 1,351 shares; 2025Q4: 1,351 shares 1,351 $249K 0.12% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,232 shares; 2024Q4: 2,232 shares; 2025Q1: 2,232 shares; 2025Q2: 2,232 shares; 2025Q3: 2,232 shares; 2025Q4: 2,231 shares 2,231 $244K 0.11% -1 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,086 shares; 2025Q3: 1,092 shares; 2025Q4: 842 shares 842 $244K 0.11% -250 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: 10,015 shares; 2024Q4: 10,120 shares; 2025Q1: 10,219 shares; 2025Q2: 10,091 shares; 2025Q3: 10,177 shares; 2025Q4: 9,686 shares 9,686 $241K 0.11% -491 Timeline ZAP 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: 7,710 shares; 2025Q4: 8,210 shares 8,210 $239K 0.11% +500 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: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares 1,550 $236K 0.11% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,447 shares; 2024Q4: 4,293 shares; 2025Q1: 4,293 shares; 2025Q2: 4,293 shares; 2025Q3: 4,293 shares; 2025Q4: 4,293 shares 4,293 $235K 0.11% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,921 shares; 2025Q1: 2,937 shares; 2025Q2: 2,953 shares; 2025Q3: 2,972 shares; 2025Q4: 2,988 shares 2,988 $232K 0.11% +16 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 800 shares 800 $231K 0.11% -95 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: 3,042 shares; 2024Q4: 3,042 shares; 2025Q1: 2,856 shares; 2025Q2: 2,869 shares; 2025Q3: 2,882 shares; 2025Q4: 1,600 shares 1,600 $230K 0.11% -1,282 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,369 shares; 2025Q3: 5,369 shares; 2025Q4: 5,369 shares 5,369 $229K 0.11% 0 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,900 shares 5,900 $226K 0.1% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,961 shares; 2024Q4: 10,339 shares; 2025Q1: 10,564 shares; 2025Q2: 5,582 shares; 2025Q3: 5,714 shares; 2025Q4: 5,713 shares 5,713 $226K 0.1% -1 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,300 shares; 2025Q4: 9,300 shares 9,300 $224K 0.1% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,007 shares; 2024Q4: 14,176 shares; 2025Q1: 11,682 shares; 2025Q2: 11,867 shares; 2025Q3: 12,057 shares; 2025Q4: 12,251 shares 12,251 $216K 0.1% +194 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: 1,928 shares; 2025Q1: 1,929 shares; 2025Q2: 1,930 shares; 2025Q3: 1,931 shares; 2025Q4: 1,681 shares 1,681 $215K 0.1% -250 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: not reported; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: not reported; 2025Q4: 472 shares 472 $214K 0.1% new 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: 2,668 shares; 2024Q4: 2,676 shares; 2025Q1: 2,676 shares; 2025Q2: 2,680 shares; 2025Q3: 2,686 shares; 2025Q4: 3,691 shares 3,691 $214K 0.1% +1,005 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,849 shares; 2024Q4: 19,833 shares; 2025Q1: 19,845 shares; 2025Q2: 16,132 shares; 2025Q3: 16,132 shares; 2025Q4: 16,132 shares 16,132 $185K 0.09% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 24,500 shares; 2025Q2: 20,500 shares; 2025Q3: 22,500 shares; 2025Q4: 22,500 shares 22,500 $182K 0.08% 0 Timeline GGT GABELLI MULTIMEDIA TR INC More: the full row for GABELLI MULTIMEDIA TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,000 shares 41,000 $172K 0.08% new Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,729 shares; 2024Q4: 48,252 shares; 2025Q1: 49,164 shares; 2025Q2: 50,131 shares; 2025Q3: 51,103 shares; 2025Q4: 14,496 shares 14,496 $166K 0.08% -36,607 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $147K 0.07% 0 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,700 shares 12,700 $132K 0.06% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares 10,500 $113K 0.05% 0 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares 10,500 $107K 0.05% 0 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $104K 0.05% 0 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $101K 0.05% new Timeline PPSI PIONEER PWR SOLUTIONS INC More: the full row for PIONEER PWR SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 21,000 shares 21,000 $99.3K 0.05% +6,000 Timeline GCV GABELLI CONV & INC SECS FD I More: the full row for GABELLI CONV & INC SECS FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 20,000 shares; 2025Q4: 23,000 shares 23,000 $95.5K 0.04% +3,000 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,917 shares; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares 13,500 $94.6K 0.04% 0 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $71.5K 0.03% 0 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,369 shares; 2024Q4: 26,369 shares; 2025Q1: 26,369 shares; 2025Q2: 26,369 shares; 2025Q3: 26,369 shares; 2025Q4: 12,000 shares 12,000 $70K 0.03% -14,369 Timeline ORMP ORAMED PHARMACEUTICALS INC More: the full row for ORAMED PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,750 shares; 2024Q4: 16,750 shares; 2025Q1: 16,750 shares; 2025Q2: 16,750 shares; 2025Q3: 16,750 shares; 2025Q4: 16,750 shares 16,750 $47.7K 0.02% 0 Timeline