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: 18,564 shares; 2024Q4: 72,311 shares; 2025Q1: 78,824 shares; 2025Q2: 60,573 shares; 2025Q3: 65,161 shares; 2025Q4: 65,616 shares 65,616 $12.2M 3.73% +455 Timeline FIAX 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: 432,502 shares; 2024Q4: 395,217 shares; 2025Q1: 404,346 shares; 2025Q2: 467,474 shares; 2025Q3: 570,535 shares; 2025Q4: 574,141 shares 574,141 $10.3M 3.15% +3,606 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,355 shares; 2024Q4: 100,475 shares; 2025Q1: 105,275 shares; 2025Q2: 122,004 shares; 2025Q3: 133,337 shares; 2025Q4: 125,539 shares 125,539 $8.72M 2.66% -7,798 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,297 shares; 2024Q4: 16,293 shares; 2025Q1: 9,609 shares; 2025Q2: 7,750 shares; 2025Q3: 11,327 shares; 2025Q4: 13,399 shares 13,399 $8.4M 2.56% +2,072 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,050 shares; 2025Q1: 32,004 shares; 2025Q2: 32,206 shares; 2025Q3: not reported; 2025Q4: 202,887 shares 202,887 $7.05M 2.15% new Timeline DECU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 248,619 shares 248,619 $6.81M 2.08% new Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,522 shares; 2024Q4: 430,334 shares; 2025Q1: 416,270 shares; 2025Q2: 239,080 shares; 2025Q3: 211,156 shares; 2025Q4: 191,833 shares 191,833 $6.77M 2.06% -19,323 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: 7,760 shares; 2024Q4: 15,217 shares; 2025Q1: 7,378 shares; 2025Q2: 6,204 shares; 2025Q3: 9,284 shares; 2025Q4: 10,520 shares 10,520 $6.46M 1.97% +1,236 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 450,074 shares; 2025Q2: 268,568 shares; 2025Q3: 235,772 shares; 2025Q4: 213,831 shares 213,831 $6.27M 1.91% -21,941 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: 85,771 shares; 2024Q4: 108,434 shares; 2025Q1: 124,866 shares; 2025Q2: 149,371 shares; 2025Q3: 107,293 shares; 2025Q4: 108,881 shares 108,881 $6.23M 1.9% +1,588 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: 11,524 shares; 2024Q4: 14,682 shares; 2025Q1: 12,343 shares; 2025Q2: 15,491 shares; 2025Q3: 11,956 shares; 2025Q4: 11,664 shares 11,664 $5.86M 1.79% -292 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,959 shares; 2024Q4: 142,894 shares; 2025Q1: 139,387 shares; 2025Q2: 143,148 shares; 2025Q3: 124,623 shares; 2025Q4: 112,562 shares 112,562 $5.83M 1.78% -12,061 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,335 shares; 2024Q4: 129,946 shares; 2025Q1: 128,919 shares; 2025Q2: 132,987 shares; 2025Q3: 115,153 shares; 2025Q4: 103,957 shares 103,957 $5.81M 1.77% -11,196 Timeline DHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 387,934 shares; 2025Q2: 197,656 shares; 2025Q3: 175,006 shares; 2025Q4: 158,976 shares 158,976 $5.41M 1.65% -16,030 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,658 shares; 2024Q4: 172,097 shares; 2025Q1: 156,249 shares; 2025Q2: 157,337 shares; 2025Q3: 136,111 shares; 2025Q4: 123,023 shares 123,023 $5.34M 1.63% -13,088 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,709 shares; 2024Q4: 208,759 shares; 2025Q1: 209,949 shares; 2025Q2: 255,824 shares; 2025Q3: 249,985 shares; 2025Q4: 223,782 shares 223,782 $5.29M 1.61% -26,203 Timeline SGRT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 154,943 shares; 2025Q4: 188,236 shares 188,236 $4.71M 1.44% +33,293 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,829 shares; 2025Q1: 73,589 shares; 2025Q2: 78,568 shares; 2025Q3: 78,963 shares; 2025Q4: 68,240 shares 68,240 $4.62M 1.41% -10,723 Timeline STRN TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156,097 shares; 2025Q4: 202,495 shares 202,495 $4.45M 1.36% +46,398 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,872 shares; 2024Q4: 179,810 shares; 2025Q1: 169,436 shares; 2025Q2: 184,031 shares; 2025Q3: 154,128 shares; 2025Q4: 136,341 shares 136,341 $4.44M 1.35% -17,787 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,394 shares; 2024Q4: 180,672 shares; 2025Q1: 168,510 shares; 2025Q2: 181,545 shares; 2025Q3: 153,596 shares; 2025Q4: 137,044 shares 137,044 $4.36M 1.33% -16,552 Timeline DECT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,268 shares; 2025Q1: 105,693 shares; 2025Q2: 101,430 shares; 2025Q3: not reported; 2025Q4: 117,581 shares 117,581 $4.31M 1.31% new 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: 10,139 shares; 2024Q4: 9,325 shares; 2025Q1: 8,755 shares; 2025Q2: 10,594 shares; 2025Q3: 10,647 shares; 2025Q4: 10,707 shares 10,707 $4.24M 1.29% +60 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,004 shares; 2024Q4: 78,403 shares; 2025Q1: 81,266 shares; 2025Q2: 75,309 shares; 2025Q3: not reported; 2025Q4: 85,565 shares 85,565 $4.02M 1.23% new Timeline VGIT 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: 75,834 shares; 2024Q4: 79,417 shares; 2025Q1: 69,133 shares; 2025Q2: 108,282 shares; 2025Q3: 59,000 shares; 2025Q4: 63,026 shares 63,026 $3.78M 1.15% +4,026 Timeline FGD 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: 94,445 shares; 2024Q4: 104,062 shares; 2025Q1: 109,113 shares; 2025Q2: 123,117 shares; 2025Q3: 131,161 shares; 2025Q4: 123,911 shares 123,911 $3.75M 1.14% -7,250 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: not reported; 2024Q4: not reported; 2025Q1: 2,050 shares; 2025Q2: 2,108 shares; 2025Q3: 16,258 shares; 2025Q4: 19,402 shares 19,402 $3.72M 1.13% +3,144 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: 14,580 shares; 2024Q4: 16,647 shares; 2025Q1: 12,384 shares; 2025Q2: 11,710 shares; 2025Q3: 12,926 shares; 2025Q4: 13,651 shares 13,651 $3.71M 1.13% +725 Timeline VGLT 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: 89,775 shares; 2024Q4: 41,228 shares; 2025Q1: 55,869 shares; 2025Q2: 63,726 shares; 2025Q3: 67,215 shares; 2025Q4: 65,563 shares 65,563 $3.66M 1.12% -1,652 Timeline SEPT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,316 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,800 shares 102,800 $3.61M 1.1% new Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,469 shares; 2025Q3: 75,701 shares; 2025Q4: 67,818 shares 67,818 $3.59M 1.09% -7,883 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: 11,606 shares; 2025Q2: 16,988 shares; 2025Q3: 16,663 shares; 2025Q4: 19,218 shares 19,218 $3.42M 1.04% +2,555 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: 9,759 shares; 2024Q4: 12,542 shares; 2025Q1: 13,393 shares; 2025Q2: 33,402 shares; 2025Q3: 41,419 shares; 2025Q4: 38,449 shares 38,449 $3.4M 1.04% -2,970 Timeline ONEZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 52,976 shares; 2025Q2: 70,236 shares; 2025Q3: 110,918 shares; 2025Q4: 130,473 shares 130,473 $3.39M 1.03% +19,555 Timeline DIV 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: 123,828 shares; 2024Q4: 132,659 shares; 2025Q1: 138,558 shares; 2025Q2: 163,275 shares; 2025Q3: 190,080 shares; 2025Q4: 190,632 shares 190,632 $3.3M 1.01% +552 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,983 shares; 2025Q3: 1,541 shares; 2025Q4: 11,409 shares 11,409 $3.26M 0.99% +9,868 Timeline QBER ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,959 shares; 2024Q4: 52,866 shares; 2025Q1: 59,385 shares; 2025Q2: 87,586 shares; 2025Q3: 138,771 shares; 2025Q4: 132,716 shares 132,716 $3.18M 0.97% -6,055 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,658 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,929 shares; 2025Q3: 39,640 shares; 2025Q4: 34,770 shares 34,770 $2.98M 0.91% -4,870 Timeline VGSH 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: 273,777 shares; 2024Q4: 183,791 shares; 2025Q1: 125,906 shares; 2025Q2: 146,587 shares; 2025Q3: 45,073 shares; 2025Q4: 48,567 shares 48,567 $2.85M 0.87% +3,494 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,490 shares; 2024Q4: 33,164 shares; 2025Q1: 36,753 shares; 2025Q2: 27,517 shares; 2025Q3: 28,350 shares; 2025Q4: 36,558 shares 36,558 $2.79M 0.85% +8,208 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,860 shares; 2025Q3: 62,076 shares; 2025Q4: 56,064 shares 56,064 $2.68M 0.82% -6,012 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 174,069 shares; 2025Q3: 78,403 shares; 2025Q4: 96,858 shares 96,858 $2.66M 0.81% +18,455 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,886 shares; 2025Q3: 70,896 shares; 2025Q4: 64,065 shares 64,065 $2.66M 0.81% -6,831 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: 3,840 shares; 2024Q4: 11,918 shares; 2025Q1: 9,877 shares; 2025Q2: 2,878 shares; 2025Q3: not reported; 2025Q4: 7,564 shares 7,564 $2.62M 0.8% new 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: 1,262 shares; 2024Q4: 1,341 shares; 2025Q1: 1,612 shares; 2025Q2: 1,965 shares; 2025Q3: 2,646 shares; 2025Q4: 3,718 shares 3,718 $2.55M 0.78% +1,072 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,242 shares; 2025Q1: 1,123 shares; 2025Q2: 1,378 shares; 2025Q3: not reported; 2025Q4: 3,738 shares 3,738 $2.52M 0.77% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,331 shares; 2025Q1: 17,666 shares; 2025Q2: 20,750 shares; 2025Q3: 20,933 shares; 2025Q4: 19,641 shares 19,641 $2.44M 0.74% -1,292 Timeline JULU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 7,311 shares; 2025Q3: not reported; 2025Q4: 79,311 shares 79,311 $2.36M 0.72% new 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: 23,414 shares; 2024Q4: 24,821 shares; 2025Q1: 26,051 shares; 2025Q2: 26,806 shares; 2025Q3: 28,669 shares; 2025Q4: 29,186 shares 29,186 $2.34M 0.71% +517 Timeline MUB 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: 10,296 shares; 2024Q4: 14,593 shares; 2025Q1: 16,073 shares; 2025Q2: 17,117 shares; 2025Q3: 18,237 shares; 2025Q4: 20,928 shares 20,928 $2.24M 0.68% +2,691 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 87,209 shares; 2025Q3: 74,180 shares; 2025Q4: 67,532 shares 67,532 $2.2M 0.67% -6,648 Timeline SEPZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,925 shares; 2025Q4: 51,422 shares 51,422 $2.17M 0.66% +4,497 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,743 shares; 2025Q2: 6,828 shares; 2025Q3: 6,772 shares; 2025Q4: 5,346 shares 5,346 $2.15M 0.66% -1,426 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: 2,770 shares; 2024Q4: 7,702 shares; 2025Q1: 2,533 shares; 2025Q2: 2,635 shares; 2025Q3: not reported; 2025Q4: 6,837 shares 6,837 $2.14M 0.65% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,592 shares; 2025Q4: 18,758 shares 18,758 $2.12M 0.65% +16,166 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,755 shares; 2025Q4: 21,085 shares 21,085 $2.1M 0.64% +4,330 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,457 shares; 2024Q4: 18,624 shares; 2025Q1: 18,909 shares; 2025Q2: 20,367 shares; 2025Q3: 24,063 shares; 2025Q4: 29,470 shares 29,470 $2.09M 0.64% +5,407 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: 7,317 shares; 2024Q4: 13,676 shares; 2025Q1: 11,844 shares; 2025Q2: 2,686 shares; 2025Q3: 7,280 shares; 2025Q4: 9,041 shares 9,041 $2.09M 0.64% +1,761 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,585 shares; 2025Q4: 9,733 shares 9,733 $2.08M 0.64% +2,148 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 6,328 shares; 2025Q3: 11,443 shares; 2025Q4: 14,516 shares 14,516 $1.96M 0.6% +3,073 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: 3,494 shares; 2024Q4: 3,267 shares; 2025Q1: 3,167 shares; 2025Q2: 3,915 shares; 2025Q3: 4,906 shares; 2025Q4: 4,035 shares 4,035 $1.95M 0.59% -871 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,651 shares 48,651 $1.88M 0.57% new Timeline BILZ 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: 8,527 shares; 2024Q4: 8,231 shares; 2025Q1: not reported; 2025Q2: 14,984 shares; 2025Q3: 23,101 shares; 2025Q4: 18,417 shares 18,417 $1.86M 0.57% -4,684 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,454 shares 7,454 $1.81M 0.55% new Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,937 shares; 2025Q3: 75,812 shares; 2025Q4: 69,062 shares 69,062 $1.79M 0.55% -6,750 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: 27,059 shares; 2024Q4: 37,292 shares; 2025Q1: 40,554 shares; 2025Q2: 51,038 shares; 2025Q3: 47,882 shares; 2025Q4: 41,405 shares 41,405 $1.77M 0.54% -6,477 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,395 shares; 2024Q4: 66,708 shares; 2025Q1: 66,679 shares; 2025Q2: 64,662 shares; 2025Q3: 60,648 shares; 2025Q4: 55,584 shares 55,584 $1.76M 0.54% -5,064 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,546 shares; 2024Q4: 36,862 shares; 2025Q1: 41,397 shares; 2025Q2: 40,557 shares; 2025Q3: 38,682 shares; 2025Q4: 35,583 shares 35,583 $1.74M 0.53% -3,099 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,689 shares; 2025Q1: 25,029 shares; 2025Q2: 53,621 shares; 2025Q3: 45,848 shares; 2025Q4: 58,033 shares 58,033 $1.72M 0.52% +12,185 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,328 shares; 2024Q4: 76,580 shares; 2025Q1: 60,098 shares; 2025Q2: 58,688 shares; 2025Q3: 55,754 shares; 2025Q4: 51,992 shares 51,992 $1.72M 0.52% -3,762 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,373 shares; 2024Q4: 38,510 shares; 2025Q1: 42,953 shares; 2025Q2: 42,215 shares; 2025Q3: 40,592 shares; 2025Q4: 38,154 shares 38,154 $1.69M 0.52% -2,438 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,407 shares; 2025Q1: 28,525 shares; 2025Q2: 29,345 shares; 2025Q3: not reported; 2025Q4: 42,242 shares 42,242 $1.65M 0.5% new 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: 794 shares; 2024Q4: 6,042 shares; 2025Q1: 1,132 shares; 2025Q2: 2,678 shares; 2025Q3: 2,071 shares; 2025Q4: 3,555 shares 3,555 $1.6M 0.49% +1,484 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: not reported; 2025Q1: 1,484 shares; 2025Q2: 1,690 shares; 2025Q3: not reported; 2025Q4: 5,084 shares 5,084 $1.6M 0.49% new Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,730 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,768 shares 47,768 $1.52M 0.46% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,008 shares; 2024Q4: 3,878 shares; 2025Q1: 3,939 shares; 2025Q2: 4,265 shares; 2025Q3: 4,902 shares; 2025Q4: 5,110 shares 5,110 $1.42M 0.43% +208 Timeline SIXZ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,213 shares 44,213 $1.31M 0.4% new Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,913 shares; 2024Q4: 41,429 shares; 2025Q1: 33,079 shares; 2025Q2: 31,979 shares; 2025Q3: 29,826 shares; 2025Q4: 27,411 shares 27,411 $1.3M 0.4% -2,415 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,573 shares; 2024Q4: 43,809 shares; 2025Q1: 35,364 shares; 2025Q2: 34,096 shares; 2025Q3: 31,943 shares; 2025Q4: 29,350 shares 29,350 $1.3M 0.4% -2,593 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: 3,843 shares; 2024Q4: 3,578 shares; 2025Q1: 3,374 shares; 2025Q2: 8,181 shares; 2025Q3: 4,388 shares; 2025Q4: 4,326 shares 4,326 $1.28M 0.39% -62 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,245 shares; 2024Q4: 46,969 shares; 2025Q1: 37,234 shares; 2025Q2: 36,137 shares; 2025Q3: 34,184 shares; 2025Q4: 32,148 shares 32,148 $1.26M 0.39% -2,036 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: 2,587 shares; 2025Q2: 3,066 shares; 2025Q3: 12,085 shares; 2025Q4: 11,096 shares 11,096 $1.11M 0.34% -989 Timeline BLOX 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: not reported; 2025Q3: not reported; 2025Q4: 63,341 shares 63,341 $1.11M 0.34% new Timeline JANZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,979 shares 26,979 $1.03M 0.31% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,272 shares; 2025Q4: 20,024 shares 20,024 $1M 0.31% +3,752 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: 1,008 shares; 2024Q4: 1,370 shares; 2025Q1: 1,410 shares; 2025Q2: 1,456 shares; 2025Q3: 1,582 shares; 2025Q4: 1,364 shares 1,364 $930K 0.28% -218 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: not reported; 2024Q4: 5,475 shares; 2025Q1: 6,029 shares; 2025Q2: 7,079 shares; 2025Q3: 12,484 shares; 2025Q4: 13,149 shares 13,149 $884K 0.27% +665 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: 516 shares; 2024Q4: 1,670 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 815 shares 815 $876K 0.27% new Timeline EFV 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: 3,722 shares; 2024Q4: 5,338 shares; 2025Q1: 6,637 shares; 2025Q2: 7,376 shares; 2025Q3: 8,951 shares; 2025Q4: 11,889 shares 11,889 $849K 0.26% +2,938 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: 3,938 shares; 2024Q4: 8,566 shares; 2025Q1: 8,171 shares; 2025Q2: 8,173 shares; 2025Q3: 2,779 shares; 2025Q4: 2,583 shares 2,583 $832K 0.25% -196 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,600 shares; 2025Q4: 8,261 shares 8,261 $825K 0.25% +661 Timeline IWX 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: 4,426 shares; 2024Q4: 6,491 shares; 2025Q1: 6,764 shares; 2025Q2: 6,729 shares; 2025Q3: 8,297 shares; 2025Q4: 8,736 shares 8,736 $802K 0.24% +439 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,574 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,710 shares 19,710 $771K 0.24% new 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: 1,482 shares; 2025Q2: not reported; 2025Q3: 1,360 shares; 2025Q4: 839 shares 839 $738K 0.22% -521 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,693 shares; 2024Q4: 18,136 shares; 2025Q1: 27,513 shares; 2025Q2: 27,143 shares; 2025Q3: 34,829 shares; 2025Q4: 33,583 shares 33,583 $736K 0.22% -1,246 Timeline EFG 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: 2,118 shares; 2024Q4: 2,878 shares; 2025Q1: 3,303 shares; 2025Q2: 4,065 shares; 2025Q3: 4,913 shares; 2025Q4: 6,119 shares 6,119 $697K 0.21% +1,206 Timeline PRIV SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 26,894 shares 26,894 $684K 0.21% new Timeline HFGM TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,310 shares 23,310 $672K 0.2% new Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,585 shares; 2025Q1: 53,770 shares; 2025Q2: 56,252 shares; 2025Q3: not reported; 2025Q4: 17,809 shares 17,809 $659K 0.2% new Timeline IVW 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: 2,409 shares; 2024Q4: 2,169 shares; 2025Q1: 2,572 shares; 2025Q2: 3,282 shares; 2025Q3: 3,615 shares; 2025Q4: 5,341 shares 5,341 $658K 0.2% +1,726 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,452 shares 7,452 $653K 0.2% new Timeline SCHG 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: 5,073 shares; 2024Q4: 16,061 shares; 2025Q1: 14,130 shares; 2025Q2: 14,331 shares; 2025Q3: 15,539 shares; 2025Q4: 19,037 shares 19,037 $621K 0.19% +3,498 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,097 shares; 2025Q4: 3,804 shares 3,804 $616K 0.19% +1,707 Timeline DECZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,712 shares; 2025Q4: 15,263 shares 15,263 $615K 0.19% +1,551 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,062 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,310 shares 3,310 $588K 0.18% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 3,093 shares; 2025Q1: 2,108 shares; 2025Q2: 3,144 shares; 2025Q3: 2,310 shares; 2025Q4: 2,531 shares 2,531 $586K 0.18% +221 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,858 shares; 2025Q3: 31,056 shares; 2025Q4: 20,482 shares 20,482 $577K 0.18% -10,574 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,333 shares 9,333 $568K 0.17% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,157 shares; 2024Q4: 1,780 shares; 2025Q1: 1,003 shares; 2025Q2: 1,109 shares; 2025Q3: 1,102 shares; 2025Q4: 1,799 shares 1,799 $550K 0.17% +697 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: 3,036 shares; 2024Q4: 22,154 shares; 2025Q1: 21,952 shares; 2025Q2: 19,491 shares; 2025Q3: 5,105 shares; 2025Q4: 4,890 shares 4,890 $545K 0.17% -215 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,940 shares; 2025Q1: 52,846 shares; 2025Q2: 54,364 shares; 2025Q3: not reported; 2025Q4: 15,748 shares 15,748 $534K 0.16% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,923 shares; 2024Q4: 23,427 shares; 2025Q1: 56,930 shares; 2025Q2: 66,447 shares; 2025Q3: 7,393 shares; 2025Q4: 6,380 shares 6,380 $496K 0.15% -1,013 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,422 shares; 2025Q4: 2,112 shares 2,112 $494K 0.15% +690 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,634 shares 3,634 $484K 0.15% new 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: 48,151 shares; 2024Q4: 55,772 shares; 2025Q1: 55,200 shares; 2025Q2: 61,979 shares; 2025Q3: 9,670 shares; 2025Q4: 8,281 shares 8,281 $454K 0.14% -1,389 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,202 shares 1,202 $443K 0.14% new 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: 14,843 shares; 2024Q4: 12,271 shares; 2025Q1: 16,902 shares; 2025Q2: 36,182 shares; 2025Q3: 3,336 shares; 2025Q4: 2,820 shares 2,820 $437K 0.13% -516 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,771 shares; 2025Q3: 2,561 shares; 2025Q4: 2,379 shares 2,379 $436K 0.13% -182 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,764 shares; 2025Q1: 2,496 shares; 2025Q2: 2,683 shares; 2025Q3: 1,509 shares; 2025Q4: 1,195 shares 1,195 $430K 0.13% -314 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: 1,418 shares; 2024Q4: 2,274 shares; 2025Q1: 2,531 shares; 2025Q2: 908 shares; 2025Q3: 739 shares; 2025Q4: 739 shares 739 $424K 0.13% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,736 shares; 2025Q1: 1,854 shares; 2025Q2: 2,360 shares; 2025Q3: 2,830 shares; 2025Q4: 2,977 shares 2,977 $420K 0.13% +147 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,229 shares; 2025Q3: 1,273 shares; 2025Q4: 1,962 shares 1,962 $416K 0.13% +689 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: 2,152 shares; 2024Q4: 1,698 shares; 2025Q1: 1,667 shares; 2025Q2: 1,626 shares; 2025Q3: 1,926 shares; 2025Q4: 1,995 shares 1,995 $413K 0.13% +69 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,937 shares; 2025Q4: 2,376 shares 2,376 $407K 0.12% -6,561 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: 29,434 shares; 2024Q4: 14,056 shares; 2025Q1: 39,196 shares; 2025Q2: 65,271 shares; 2025Q3: 5,705 shares; 2025Q4: 9,417 shares 9,417 $402K 0.12% +3,712 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,547 shares; 2024Q4: 4,534 shares; 2025Q1: 4,795 shares; 2025Q2: 5,466 shares; 2025Q3: 6,410 shares; 2025Q4: 6,965 shares 6,965 $396K 0.12% +555 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,918 shares 1,918 $381K 0.12% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,134 shares; 2025Q3: 2,967 shares; 2025Q4: 3,509 shares 3,509 $374K 0.11% +542 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,762 shares; 2025Q1: 6,114 shares; 2025Q2: 7,796 shares; 2025Q3: 18,092 shares; 2025Q4: 3,915 shares 3,915 $373K 0.11% -14,177 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,103 shares 2,103 $364K 0.11% new 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 reported; 2025Q4: 1,433 shares 1,433 $363K 0.11% new Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,371 shares; 2025Q1: 2,888 shares; 2025Q2: 5,431 shares; 2025Q3: 3,100 shares; 2025Q4: 2,475 shares 2,475 $360K 0.11% -625 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 3,346 shares; 2025Q1: 4,217 shares; 2025Q2: 5,677 shares; 2025Q3: 4,576 shares; 2025Q4: 1,168 shares 1,168 $360K 0.11% -3,408 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: 1,750 shares; 2024Q4: 1,784 shares; 2025Q1: 1,608 shares; 2025Q2: 1,644 shares; 2025Q3: 1,930 shares; 2025Q4: 1,997 shares 1,997 $347K 0.11% +67 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: 631 shares; 2024Q4: 733 shares; 2025Q1: 535 shares; 2025Q2: 424 shares; 2025Q3: not reported; 2025Q4: 401 shares 401 $346K 0.11% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY 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 reported; 2025Q4: 3,114 shares 3,114 $344K 0.1% new 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: 1,374 shares; 2024Q4: 3,561 shares; 2025Q1: 2,703 shares; 2025Q2: not reported; 2025Q3: 1,513 shares; 2025Q4: 520 shares 520 $343K 0.1% -993 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,048 shares 2,048 $341K 0.1% new Timeline NVBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 12,949 shares; 2025Q3: not reported; 2025Q4: 11,423 shares 11,423 $331K 0.1% new Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 13,104 shares; 2025Q3: not reported; 2025Q4: 11,591 shares 11,591 $330K 0.1% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,889 shares; 2024Q4: 3,468 shares; 2025Q1: not reported; 2025Q2: 3,110 shares; 2025Q3: not reported; 2025Q4: 4,174 shares 4,174 $322K 0.1% new Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,960 shares; 2024Q4: 5,960 shares; 2025Q1: 5,958 shares; 2025Q2: 5,958 shares; 2025Q3: 5,956 shares; 2025Q4: 4,937 shares 4,937 $321K 0.1% -1,019 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,025 shares; 2025Q2: 640 shares; 2025Q3: 780 shares; 2025Q4: 860 shares 860 $318K 0.1% +80 Timeline CVNA CARVANA CO More: the full row for CARVANA 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: not reported; 2025Q2: not reported; 2025Q3: 936 shares; 2025Q4: 748 shares 748 $316K 0.1% -188 Timeline TFJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715,966 shares; 2024Q4: 593,517 shares; 2025Q1: 16,533 shares; 2025Q2: 14,034 shares; 2025Q3: 15,471 shares; 2025Q4: 15,550 shares 15,550 $308K 0.09% +79 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,144 shares; 2024Q4: 7,396 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,710 shares 3,710 $303K 0.09% new Timeline SPMO 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: 2,375 shares; 2025Q2: 2,359 shares; 2025Q3: 2,637 shares; 2025Q4: 2,473 shares 2,473 $295K 0.09% -164 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 351 shares; 2025Q2: 747 shares; 2025Q3: 362 shares; 2025Q4: 354 shares 354 $290K 0.09% -8 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 305 shares 305 $285K 0.09% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,875 shares 2,875 $284K 0.09% new 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: 1,545 shares; 2024Q4: 1,147 shares; 2025Q1: 1,138 shares; 2025Q2: 1,271 shares; 2025Q3: not reported; 2025Q4: 1,239 shares 1,239 $283K 0.09% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,564 shares 7,564 $279K 0.09% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,095 shares; 2025Q2: 4,340 shares; 2025Q3: 4,863 shares; 2025Q4: 4,770 shares 4,770 $277K 0.08% -93 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,236 shares; 2024Q4: 26,436 shares; 2025Q1: 46,455 shares; 2025Q2: 5,865 shares; 2025Q3: 3,481 shares; 2025Q4: 5,957 shares 5,957 $266K 0.08% +2,476 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 639 shares; 2025Q3: 570 shares; 2025Q4: 534 shares 534 $260K 0.08% -36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,615 shares; 2025Q3: not reported; 2025Q4: 10,485 shares 10,485 $260K 0.08% new Timeline SCHX 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: 14,368 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,673 shares 9,673 $260K 0.08% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,802 shares; 2025Q3: not reported; 2025Q4: 3,172 shares 3,172 $257K 0.08% new 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: 48,525 shares; 2024Q4: 28,863 shares; 2025Q1: 26,456 shares; 2025Q2: 29,598 shares; 2025Q3: 17,826 shares; 2025Q4: 15,405 shares 15,405 $253K 0.08% -2,421 Timeline VCSH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,019 shares; 2025Q3: 3,053 shares; 2025Q4: 3,097 shares 3,097 $247K 0.08% +44 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE 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: 1,539 shares; 2025Q3: not reported; 2025Q4: 1,178 shares 1,178 $245K 0.07% new 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: 707 shares; 2024Q4: 515 shares; 2025Q1: 510 shares; 2025Q2: 513 shares; 2025Q3: 501 shares; 2025Q4: 506 shares 506 $245K 0.07% +5 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 693 shares; 2025Q3: 528 shares; 2025Q4: 370 shares 370 $245K 0.07% -158 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 13,669 shares 13,669 $244K 0.07% new Timeline OEF 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 reported; 2025Q4: 701 shares 701 $241K 0.07% new Timeline TLH 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 reported; 2025Q4: 2,355 shares 2,355 $239K 0.07% new Timeline FAST FASTENAL CO More: the full row for FASTENAL 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,943 shares 5,943 $239K 0.07% new Timeline IDEV 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: 3,310 shares; 2024Q4: 3,344 shares; 2025Q1: 3,584 shares; 2025Q2: 3,576 shares; 2025Q3: 2,606 shares; 2025Q4: 2,867 shares 2,867 $236K 0.07% +261 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 633 shares 633 $236K 0.07% new Timeline SPTS 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: 96,625 shares; 2024Q4: 31,773 shares; 2025Q1: 15,577 shares; 2025Q2: 13,659 shares; 2025Q3: 8,293 shares; 2025Q4: 7,882 shares 7,882 $231K 0.07% -411 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,916 shares; 2025Q1: 3,606 shares; 2025Q2: 3,756 shares; 2025Q3: 3,377 shares; 2025Q4: 3,438 shares 3,438 $227K 0.07% +61 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,662 shares 1,662 $226K 0.07% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 4,296 shares; 2025Q1: 3,347 shares; 2025Q2: 1,431 shares; 2025Q3: not reported; 2025Q4: 1,447 shares 1,447 $223K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,430 shares; 2025Q3: not reported; 2025Q4: 470 shares 470 $220K 0.07% new Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL 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: 1,000 shares; 2025Q4: 1,000 shares 1,000 $217K 0.07% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 578 shares 578 $217K 0.07% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 2,884 shares; 2025Q1: 2,904 shares; 2025Q2: 2,933 shares; 2025Q3: not reported; 2025Q4: 2,933 shares 2,933 $216K 0.07% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,239 shares; 2025Q3: 8,244 shares; 2025Q4: 950 shares 950 $215K 0.07% -7,294 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 2,008 shares; 2025Q2: 1,778 shares; 2025Q3: 1,230 shares; 2025Q4: 1,042 shares 1,042 $214K 0.07% -188 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: 2,256 shares; 2024Q4: 1,808 shares; 2025Q1: 1,702 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,489 shares 1,489 $214K 0.07% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,537 shares 5,537 $214K 0.07% new 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: 2,551 shares; 2024Q4: 2,141 shares; 2025Q1: 1,631 shares; 2025Q2: 1,432 shares; 2025Q3: 1,452 shares; 2025Q4: 1,466 shares 1,466 $210K 0.06% +14 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM 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: not reported; 2025Q3: not reported; 2025Q4: 3,020 shares 3,020 $208K 0.06% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,678 shares 10,678 $205K 0.06% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,611 shares; 2024Q4: 8,774 shares; 2025Q1: 11,490 shares; 2025Q2: 1,094 shares; 2025Q3: 1,249 shares; 2025Q4: 1,048 shares 1,048 $204K 0.06% -201 Timeline TPG TPG INC More: the full row for TPG 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: 3,183 shares 3,183 $203K 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: not reported; 2025Q4: 17,962 shares 17,962 $193K 0.06% new Timeline EWCZ EUROPEAN WAX CTR INC More: the full row for EUROPEAN WAX CTR 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: 13,793 shares 13,793 $49.7K 0.02% new Timeline