LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,661 shares; 2024Q4: 4,210 shares; 2025Q1: 4,727 shares; 2025Q2: 4,990 shares; 2025Q3: 4,807 shares; 2025Q4: 4,203 shares 4,203 $599K 0.02% -604 Timeline IBHF 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: 6,318 shares; 2025Q2: 3,955 shares; 2025Q3: 3,966 shares; 2025Q4: 25,937 shares 25,937 $599K 0.02% +21,971 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 2,448 shares; 2025Q1: 2,493 shares; 2025Q2: 2,322 shares; 2025Q3: 2,374 shares; 2025Q4: 2,145 shares 2,145 $598K 0.02% -229 Timeline SUB 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: 35,293 shares; 2024Q4: 35,975 shares; 2025Q1: 36,773 shares; 2025Q2: 27,672 shares; 2025Q3: 26,896 shares; 2025Q4: 5,527 shares 5,527 $590K 0.02% -21,369 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,265 shares; 2024Q4: 15,560 shares; 2025Q1: 17,212 shares; 2025Q2: 4,671 shares; 2025Q3: 3,746 shares; 2025Q4: 4,801 shares 4,801 $589K 0.02% +1,055 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 14,227 shares; 2025Q2: 142 shares; 2025Q3: 4,956 shares; 2025Q4: 8,676 shares 8,676 $584K 0.02% +3,720 Timeline IAGG 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: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 284,771 shares; 2025Q3: 8,153 shares; 2025Q4: 11,647 shares 11,647 $582K 0.02% +3,494 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: 14,735 shares; 2024Q4: 14,756 shares; 2025Q1: 11,386 shares; 2025Q2: 8,439 shares; 2025Q3: 49,711 shares; 2025Q4: 5,645 shares 5,645 $581K 0.02% -44,066 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 570 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 3,977 shares; 2025Q4: 4,433 shares 4,433 $579K 0.02% +456 Timeline BSEP 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: 6,492 shares; 2024Q4: 6,492 shares; 2025Q1: 6,377 shares; 2025Q2: 6,379 shares; 2025Q3: 14,248 shares; 2025Q4: 11,729 shares 11,729 $578K 0.02% -2,519 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: 6,489 shares; 2024Q4: 6,782 shares; 2025Q1: 6,628 shares; 2025Q2: 6,166 shares; 2025Q3: 7,186 shares; 2025Q4: 7,619 shares 7,619 $572K 0.02% +433 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 3,199 shares; 2025Q1: 3,667 shares; 2025Q2: 4,084 shares; 2025Q3: 4,715 shares; 2025Q4: 4,974 shares 4,974 $571K 0.02% +259 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,658 shares; 2024Q4: 6,833 shares; 2025Q1: 6,947 shares; 2025Q2: 3,942 shares; 2025Q3: 3,619 shares; 2025Q4: 4,289 shares 4,289 $569K 0.02% +670 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,574 shares; 2024Q4: 13,191 shares; 2025Q1: 13,401 shares; 2025Q2: 13,424 shares; 2025Q3: 12,339 shares; 2025Q4: 12,277 shares 12,277 $569K 0.02% -62 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 1,008 shares; 2025Q1: 7,494 shares; 2025Q2: 554 shares; 2025Q3: 553 shares; 2025Q4: 937 shares 937 $567K 0.02% +384 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,371 shares; 2024Q4: 11,907 shares; 2025Q1: 15,342 shares; 2025Q2: 12,440 shares; 2025Q3: 13,939 shares; 2025Q4: 17,177 shares 17,177 $565K 0.02% +3,238 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 746 shares; 2025Q1: 1,429 shares; 2025Q2: 889 shares; 2025Q3: 746 shares; 2025Q4: 1,136 shares 1,136 $557K 0.02% +390 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: 34,872 shares; 2024Q4: 34,942 shares; 2025Q1: 33,480 shares; 2025Q2: 16,478 shares; 2025Q3: 15,558 shares; 2025Q4: 15,644 shares 15,644 $556K 0.02% +86 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,692 shares; 2024Q4: 8,145 shares; 2025Q1: 8,952 shares; 2025Q2: 7,451 shares; 2025Q3: 8,934 shares; 2025Q4: 10,410 shares 10,410 $556K 0.02% +1,476 Timeline PFEB 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: 13,615 shares; 2024Q4: 13,615 shares; 2025Q1: 14,957 shares; 2025Q2: 13,702 shares; 2025Q3: 13,561 shares; 2025Q4: 13,561 shares 13,561 $552K 0.02% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,894 shares; 2024Q4: 3,832 shares; 2025Q1: 3,753 shares; 2025Q2: 3,198 shares; 2025Q3: 1,907 shares; 2025Q4: 1,894 shares 1,894 $545K 0.02% -13 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,706 shares; 2024Q4: 6,345 shares; 2025Q1: 4,422 shares; 2025Q2: 2,485 shares; 2025Q3: 2,050 shares; 2025Q4: 2,382 shares 2,382 $545K 0.02% +332 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,030 shares; 2025Q1: 14,291 shares; 2025Q2: 12,845 shares; 2025Q3: 98,213 shares; 2025Q4: 10,941 shares 10,941 $543K 0.02% -87,272 Timeline SPYD 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: 14,940 shares; 2024Q4: 14,004 shares; 2025Q1: 15,272 shares; 2025Q2: 11,398 shares; 2025Q3: 14,318 shares; 2025Q4: 12,553 shares 12,553 $543K 0.02% -1,765 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 8,563 shares; 2025Q2: 2,557 shares; 2025Q3: 2,575 shares; 2025Q4: 2,482 shares 2,482 $540K 0.02% -93 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 853 shares; 2025Q1: 764 shares; 2025Q2: 654 shares; 2025Q3: 1,386 shares; 2025Q4: 2,459 shares 2,459 $539K 0.02% +1,073 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 2,831 shares; 2025Q1: 4,391 shares; 2025Q2: 2,582 shares; 2025Q3: 3,004 shares; 2025Q4: 3,371 shares 3,371 $537K 0.02% +367 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,537 shares; 2024Q4: 3,493 shares; 2025Q1: 3,734 shares; 2025Q2: 2,891 shares; 2025Q3: 2,736 shares; 2025Q4: 3,338 shares 3,338 $534K 0.02% +602 Timeline FV 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: 13,001 shares; 2024Q4: 12,171 shares; 2025Q1: 11,088 shares; 2025Q2: 8,417 shares; 2025Q3: 8,454 shares; 2025Q4: 8,472 shares 8,472 $533K 0.02% +18 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 441 shares; 2025Q1: 3,007 shares; 2025Q2: 2,445 shares; 2025Q3: 2,906 shares; 2025Q4: 265 shares 265 $533K 0.02% -2,641 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,639 shares; 2024Q4: 5,984 shares; 2025Q1: 2,731 shares; 2025Q2: 2,952 shares; 2025Q3: 3,152 shares; 2025Q4: 12,887 shares 12,887 $532K 0.02% +9,735 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,385 shares; 2024Q4: 4,206 shares; 2025Q1: 6,525 shares; 2025Q2: 10,523 shares; 2025Q3: 10,704 shares; 2025Q4: 10,453 shares 10,453 $527K 0.02% -251 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: 7,635 shares 7,635 $527K 0.02% new Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 13,953 shares; 2025Q2: 13,953 shares; 2025Q3: 13,800 shares; 2025Q4: 13,800 shares 13,800 $525K 0.02% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 225 shares; 2025Q1: 232 shares; 2025Q2: 329 shares; 2025Q3: 2,048 shares; 2025Q4: 3,045 shares 3,045 $525K 0.02% +997 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,078 shares; 2024Q4: 1,114 shares; 2025Q1: 683 shares; 2025Q2: 546 shares; 2025Q3: 8,102 shares; 2025Q4: 7,787 shares 7,787 $524K 0.02% -315 Timeline BDEC 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: 1,800 shares; 2024Q4: 7,100 shares; 2025Q1: 7,099 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 10,544 shares 10,544 $523K 0.02% +3,444 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 3,485 shares; 2025Q1: 3,983 shares; 2025Q2: 10,406 shares; 2025Q3: 10,467 shares; 2025Q4: 10,314 shares 10,314 $521K 0.02% -153 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 317 shares; 2025Q4: 2,323 shares 2,323 $516K 0.02% +2,006 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,216 shares; 2024Q4: 18,565 shares; 2025Q1: 17,759 shares; 2025Q2: 16,052 shares; 2025Q3: 16,091 shares; 2025Q4: 17,058 shares 17,058 $513K 0.02% +967 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: 6,774 shares; 2024Q4: 6,817 shares; 2025Q1: 6,671 shares; 2025Q2: 6,687 shares; 2025Q3: 6,698 shares; 2025Q4: 7,177 shares 7,177 $513K 0.02% +479 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: 14,683 shares; 2024Q4: 14,683 shares; 2025Q1: 14,683 shares; 2025Q2: 14,683 shares; 2025Q3: 14,053 shares; 2025Q4: 14,053 shares 14,053 $509K 0.02% 0 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,800 shares; 2025Q1: 27,125 shares; 2025Q2: 24,377 shares; 2025Q3: 23,662 shares; 2025Q4: 23,843 shares 23,843 $505K 0.02% +181 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,907 shares; 2024Q4: 17,547 shares; 2025Q1: 22,547 shares; 2025Q2: 31,547 shares; 2025Q3: 37,547 shares; 2025Q4: 42,047 shares 42,047 $505K 0.02% +4,500 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: not reported; 2024Q4: 12,949 shares; 2025Q1: 2,656 shares; 2025Q2: 1,928 shares; 2025Q3: 1,235 shares; 2025Q4: 1,876 shares 1,876 $505K 0.02% +641 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: 275 shares; 2024Q4: 10,821 shares; 2025Q1: 13,080 shares; 2025Q2: 9,306 shares; 2025Q3: 11,867 shares; 2025Q4: 10,328 shares 10,328 $496K 0.02% -1,539 Timeline VOX 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: 7,222 shares; 2024Q4: 7,450 shares; 2025Q1: 6,427 shares; 2025Q2: 4,938 shares; 2025Q3: 3,717 shares; 2025Q4: 2,557 shares 2,557 $495K 0.02% -1,160 Timeline AAPR 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: 11,550 shares; 2025Q1: 17,399 shares; 2025Q2: 17,397 shares; 2025Q3: 17,397 shares; 2025Q4: 17,403 shares 17,403 $494K 0.02% +6 Timeline PIO 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: 11,130 shares; 2024Q4: 11,130 shares; 2025Q1: 11,130 shares; 2025Q2: 11,130 shares; 2025Q3: 11,131 shares; 2025Q4: 11,131 shares 11,131 $491K 0.02% 0 Timeline GOVI 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: 17,700 shares; 2025Q2: 17,700 shares; 2025Q3: 17,700 shares; 2025Q4: 17,700 shares 17,700 $488K 0.02% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,434 shares; 2024Q4: 9,331 shares; 2025Q1: 32,210 shares; 2025Q2: 9,184 shares; 2025Q3: 10,717 shares; 2025Q4: 11,149 shares 11,149 $486K 0.02% +432 Timeline FXH 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: 18,730 shares; 2024Q4: 18,731 shares; 2025Q1: 18,532 shares; 2025Q2: 4,378 shares; 2025Q3: 4,262 shares; 2025Q4: 4,205 shares 4,205 $479K 0.02% -57 Timeline IQLT 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: 11,301 shares; 2024Q4: 11,303 shares; 2025Q1: 11,311 shares; 2025Q2: 11,047 shares; 2025Q3: 10,827 shares; 2025Q4: 10,487 shares 10,487 $477K 0.02% -340 Timeline IBDR 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: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 16,340 shares; 2025Q2: 16,754 shares; 2025Q3: 16,704 shares; 2025Q4: 19,667 shares 19,667 $477K 0.02% +2,963 Timeline KURE KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,950 shares; 2024Q4: 27,951 shares; 2025Q1: 27,950 shares; 2025Q2: 27,950 shares; 2025Q3: 27,950 shares; 2025Q4: 27,950 shares 27,950 $476K 0.02% 0 Timeline KOMP 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: 7,941 shares 7,941 $474K 0.02% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,368 shares; 2024Q4: 11,849 shares; 2025Q1: 53,959 shares; 2025Q2: 3,316 shares; 2025Q3: 3,565 shares; 2025Q4: 4,904 shares 4,904 $471K 0.02% +1,339 Timeline DAUG 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: 41,877 shares; 2024Q4: 41,314 shares; 2025Q1: 33,779 shares; 2025Q2: 29,842 shares; 2025Q3: 11,121 shares; 2025Q4: 10,546 shares 10,546 $468K 0.02% -575 Timeline FSIG 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: 40,773 shares; 2024Q4: 41,862 shares; 2025Q1: 43,606 shares; 2025Q2: 25,972 shares; 2025Q3: 24,415 shares; 2025Q4: 24,270 shares 24,270 $466K 0.02% -145 Timeline ICSH 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: 7,598 shares; 2024Q4: 7,649 shares; 2025Q1: 7,668 shares; 2025Q2: 8,723 shares; 2025Q3: 8,779 shares; 2025Q4: 9,185 shares 9,185 $465K 0.02% +406 Timeline IBB 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: 2,576 shares; 2024Q4: 4,274 shares; 2025Q1: 3,690 shares; 2025Q2: 3,133 shares; 2025Q3: 1,900 shares; 2025Q4: 2,750 shares 2,750 $464K 0.02% +850 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,167 shares; 2024Q4: 6,622 shares; 2025Q1: 5,684 shares; 2025Q2: 4,773 shares; 2025Q3: 6,845 shares; 2025Q4: 7,662 shares 7,662 $461K 0.02% +817 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: 3,274 shares; 2024Q4: 3,285 shares; 2025Q1: 3,290 shares; 2025Q2: 3,284 shares; 2025Q3: 5,091 shares; 2025Q4: 5,099 shares 5,099 $455K 0.02% +8 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,340 shares; 2024Q4: 19,075 shares; 2025Q1: 20,675 shares; 2025Q2: 43,325 shares; 2025Q3: 40,325 shares; 2025Q4: 38,450 shares 38,450 $449K 0.02% -1,875 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,064 shares; 2024Q4: 4,029 shares; 2025Q1: 8,463 shares; 2025Q2: 4,010 shares; 2025Q3: 8,544 shares; 2025Q4: 6,668 shares 6,668 $449K 0.02% -1,876 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,376 shares; 2024Q4: 2,876 shares; 2025Q1: 3,636 shares; 2025Q2: 6,336 shares; 2025Q3: 8,819 shares; 2025Q4: 8,819 shares 8,819 $449K 0.02% 0 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: 2,897 shares; 2024Q4: 2,794 shares; 2025Q1: 2,774 shares; 2025Q2: 2,296 shares; 2025Q3: 2,662 shares; 2025Q4: 2,473 shares 2,473 $448K 0.02% -189 Timeline PRF 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: 13,909 shares; 2024Q4: 13,577 shares; 2025Q1: 12,542 shares; 2025Q2: 9,481 shares; 2025Q3: 9,490 shares; 2025Q4: 9,499 shares 9,499 $446K 0.01% +9 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,044 shares; 2024Q4: 2,044 shares; 2025Q1: 2,078 shares; 2025Q2: 2,083 shares; 2025Q3: 2,041 shares; 2025Q4: 1,986 shares 1,986 $443K 0.01% -55 Timeline OUST OUSTER INC More: the full row for OUSTER 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: 20,324 shares 20,324 $440K 0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 716 shares; 2025Q1: 692 shares; 2025Q2: 745 shares; 2025Q3: 993 shares; 2025Q4: 934 shares 934 $439K 0.01% -59 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: 11,963 shares; 2024Q4: 12,001 shares; 2025Q1: 11,115 shares; 2025Q2: 10,023 shares; 2025Q3: 7,530 shares; 2025Q4: 7,003 shares 7,003 $435K 0.01% -527 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: 381 shares; 2024Q4: 637 shares; 2025Q1: 5,302 shares; 2025Q2: 4,055 shares; 2025Q3: 4,278 shares; 2025Q4: 1,921 shares 1,921 $435K 0.01% -2,357 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,205 shares; 2025Q1: 9,253 shares; 2025Q2: 740 shares; 2025Q3: 662 shares; 2025Q4: 8,526 shares 8,526 $434K 0.01% +7,864 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 250,320 shares; 2025Q4: 22,317 shares 22,317 $432K 0.01% -228,003 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,333 shares; 2024Q4: 44,738 shares; 2025Q1: 51,590 shares; 2025Q2: 51,946 shares; 2025Q3: 55,679 shares; 2025Q4: 60,161 shares 60,161 $431K 0.01% +4,482 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,292 shares; 2024Q4: 8,264 shares; 2025Q1: 5,283 shares; 2025Q2: 4,987 shares; 2025Q3: 5,049 shares; 2025Q4: 5,035 shares 5,035 $430K 0.01% -14 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,812 shares; 2025Q1: 13,833 shares; 2025Q2: 13,870 shares; 2025Q3: 14,614 shares; 2025Q4: 15,452 shares 15,452 $427K 0.01% +838 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: 22,183 shares; 2024Q4: 19,610 shares; 2025Q1: 16,037 shares; 2025Q2: 14,859 shares; 2025Q3: 14,432 shares; 2025Q4: 12,855 shares 12,855 $424K 0.01% -1,577 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,010 shares; 2024Q4: 9,010 shares; 2025Q1: 10,391 shares; 2025Q2: 7,223 shares; 2025Q3: 9,227 shares; 2025Q4: 9,643 shares 9,643 $423K 0.01% +416 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 1,692 shares; 2025Q2: 770 shares; 2025Q3: 904 shares; 2025Q4: 1,194 shares 1,194 $422K 0.01% +290 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,507 shares; 2024Q4: 37,700 shares; 2025Q1: 37,700 shares; 2025Q2: 39,200 shares; 2025Q3: 39,200 shares; 2025Q4: 45,600 shares 45,600 $420K 0.01% +6,400 Timeline SRRK SCHOLAR ROCK HLDG CORP More: the full row for SCHOLAR ROCK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,455 shares; 2024Q4: 9,455 shares; 2025Q1: 9,455 shares; 2025Q2: 9,455 shares; 2025Q3: 9,455 shares; 2025Q4: 9,455 shares 9,455 $416K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,682 shares; 2024Q4: 6,867 shares; 2025Q1: 7,140 shares; 2025Q2: 5,586 shares; 2025Q3: 5,397 shares; 2025Q4: 5,637 shares 5,637 $416K 0.01% +240 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,540 shares; 2024Q4: 44,540 shares; 2025Q1: 44,540 shares; 2025Q2: not reported; 2025Q3: 44,540 shares; 2025Q4: 44,540 shares 44,540 $415K 0.01% 0 Timeline IWV 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: 1,569 shares; 2024Q4: 1,265 shares; 2025Q1: 1,385 shares; 2025Q2: 1,070 shares; 2025Q3: 1,070 shares; 2025Q4: 1,070 shares 1,070 $414K 0.01% 0 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553,708 shares; 2024Q4: 548,211 shares; 2025Q1: 561,468 shares; 2025Q2: 491,422 shares; 2025Q3: 9,434 shares; 2025Q4: 8,675 shares 8,675 $411K 0.01% -759 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,796 shares; 2024Q4: 6,581 shares; 2025Q1: 6,612 shares; 2025Q2: 4,186 shares; 2025Q3: 5,720 shares; 2025Q4: 3,913 shares 3,913 $411K 0.01% -1,807 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,645 shares; 2024Q4: 23,885 shares; 2025Q1: 14,659 shares; 2025Q2: 8,402 shares; 2025Q3: 8,425 shares; 2025Q4: 8,305 shares 8,305 $409K 0.01% -120 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,666 shares; 2024Q4: 3,814 shares; 2025Q1: 5,873 shares; 2025Q2: 4,069 shares; 2025Q3: 6,218 shares; 2025Q4: 2,784 shares 2,784 $408K 0.01% -3,434 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,742 shares; 2024Q4: 4,796 shares; 2025Q1: 5,094 shares; 2025Q2: 2,893 shares; 2025Q3: 2,711 shares; 2025Q4: 2,695 shares 2,695 $408K 0.01% -16 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 549 shares; 2025Q1: 2,109 shares; 2025Q2: 1,943 shares; 2025Q3: 2,877 shares; 2025Q4: 5,281 shares 5,281 $405K 0.01% +2,404 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 3,330 shares; 2025Q1: 2,789 shares; 2025Q2: 5,087 shares; 2025Q3: 2,080 shares; 2025Q4: 5,800 shares 5,800 $403K 0.01% +3,720 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: 4,120 shares; 2024Q4: 4,193 shares; 2025Q1: 4,341 shares; 2025Q2: 2,659 shares; 2025Q3: 8,184 shares; 2025Q4: 2,307 shares 2,307 $400K 0.01% -5,877 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,298 shares; 2024Q4: 3,285 shares; 2025Q1: 273 shares; 2025Q2: 6,104 shares; 2025Q3: 7,113 shares; 2025Q4: 688 shares 688 $400K 0.01% -6,425 Timeline ILF 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: 53,509 shares; 2024Q4: 10,727 shares; 2025Q1: 11,754 shares; 2025Q2: 11,848 shares; 2025Q3: 12,970 shares; 2025Q4: 13,107 shares 13,107 $399K 0.01% +137 Timeline HYDB 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: 530 shares; 2024Q4: 1,101 shares; 2025Q1: 1,093 shares; 2025Q2: 937 shares; 2025Q3: 550 shares; 2025Q4: 8,400 shares 8,400 $398K 0.01% +7,850 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,800 shares; 2024Q4: 8,748 shares; 2025Q1: 9,230 shares; 2025Q2: 9,221 shares; 2025Q3: 8,903 shares; 2025Q4: 8,938 shares 8,938 $396K 0.01% +35 Timeline PDP 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: 3,824 shares; 2024Q4: 3,693 shares; 2025Q1: 3,693 shares; 2025Q2: 2,418 shares; 2025Q3: 2,319 shares; 2025Q4: 3,404 shares 3,404 $396K 0.01% +1,085 Timeline IYM 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: 2,889 shares; 2024Q4: 2,842 shares; 2025Q1: 2,850 shares; 2025Q2: 2,858 shares; 2025Q3: 2,863 shares; 2025Q4: 2,570 shares 2,570 $396K 0.01% -293 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,450 shares; 2025Q1: 12,534 shares; 2025Q2: 20,293 shares; 2025Q3: 21,361 shares; 2025Q4: 21,658 shares 21,658 $395K 0.01% +297 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,122 shares; 2024Q4: 6,190 shares; 2025Q1: 12,591 shares; 2025Q2: 4,071 shares; 2025Q3: 4,052 shares; 2025Q4: 2,386 shares 2,386 $389K 0.01% -1,666 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,538 shares; 2024Q4: 25,939 shares; 2025Q1: 25,363 shares; 2025Q2: 24,448 shares; 2025Q3: 22,494 shares; 2025Q4: 20,026 shares 20,026 $388K 0.01% -2,468 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,423 shares; 2024Q4: 19,950 shares; 2025Q1: 65,566 shares; 2025Q2: 11,457 shares; 2025Q3: 9,983 shares; 2025Q4: 10,061 shares 10,061 $386K 0.01% +78 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,632 shares; 2025Q1: 8,632 shares; 2025Q2: 4,845 shares; 2025Q3: 10,869 shares; 2025Q4: 10,926 shares 10,926 $386K 0.01% +57 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,578 shares; 2024Q4: 18,338 shares; 2025Q1: 18,048 shares; 2025Q2: 7,928 shares; 2025Q3: 6,791 shares; 2025Q4: 7,156 shares 7,156 $386K 0.01% +365 Timeline FEMB 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: 5,666 shares; 2024Q4: 11,965 shares; 2025Q1: 11,961 shares; 2025Q2: 12,749 shares; 2025Q3: 12,778 shares; 2025Q4: 12,911 shares 12,911 $385K 0.01% +133 Timeline BAI 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: 6,987 shares; 2025Q3: 11,208 shares; 2025Q4: 11,506 shares 11,506 $383K 0.01% +298 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 7,401 shares 7,401 $380K 0.01% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,445 shares; 2024Q4: 9,759 shares; 2025Q1: 9,540 shares; 2025Q2: 9,586 shares; 2025Q3: 10,722 shares; 2025Q4: 11,218 shares 11,218 $380K 0.01% +496 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 52 shares; 2025Q1: 63 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 52 shares 52 $379K 0.01% +22 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 288 shares; 2025Q1: 452 shares; 2025Q2: 549 shares; 2025Q3: 599 shares; 2025Q4: 686 shares 686 $378K 0.01% +87 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,020 shares; 2025Q4: 3,051 shares 3,051 $378K 0.01% +31 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,840 shares; 2025Q1: 5,840 shares; 2025Q2: 5,540 shares; 2025Q3: 5,540 shares; 2025Q4: 5,240 shares 5,240 $377K 0.01% -300 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,780 shares; 2024Q4: 30,451 shares; 2025Q1: 33,417 shares; 2025Q2: 20,044 shares; 2025Q3: 19,551 shares; 2025Q4: 12,544 shares 12,544 $375K 0.01% -7,007 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,739 shares; 2024Q4: 5,460 shares; 2025Q1: 5,031 shares; 2025Q2: 4,748 shares; 2025Q3: 4,587 shares; 2025Q4: 2,848 shares 2,848 $375K 0.01% -1,739 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,842 shares; 2024Q4: 11,045 shares; 2025Q1: 11,034 shares; 2025Q2: 3,382 shares; 2025Q3: 3,977 shares; 2025Q4: 3,847 shares 3,847 $374K 0.01% -130 Timeline XNTK 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: 409 shares; 2025Q3: 411 shares; 2025Q4: 1,320 shares 1,320 $367K 0.01% +909 Timeline IBHG 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: 27,824 shares; 2025Q2: not reported; 2025Q3: 5,947 shares; 2025Q4: 16,413 shares 16,413 $366K 0.01% +10,466 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,144 shares; 2024Q4: 12,062 shares; 2025Q1: 11,982 shares; 2025Q2: 13,320 shares; 2025Q3: 13,346 shares; 2025Q4: 13,264 shares 13,264 $365K 0.01% -82 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: 5,111 shares; 2024Q4: 12,406 shares; 2025Q1: 12,581 shares; 2025Q2: 9,764 shares; 2025Q3: 10,944 shares; 2025Q4: 15,127 shares 15,127 $364K 0.01% +4,183 Timeline UCO PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,000 shares; 2025Q1: 6,502 shares; 2025Q2: 5,802 shares; 2025Q3: 6,702 shares; 2025Q4: 18,802 shares 18,802 $363K 0.01% +12,100 Timeline FIXD 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: 645,890 shares; 2024Q4: 640,737 shares; 2025Q1: 67,495 shares; 2025Q2: 14,114 shares; 2025Q3: 9,276 shares; 2025Q4: 8,188 shares 8,188 $363K 0.01% -1,088 Timeline SLQD 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: 6,616 shares; 2024Q4: 6,616 shares; 2025Q1: 6,616 shares; 2025Q2: 7,168 shares; 2025Q3: 7,168 shares; 2025Q4: 7,143 shares 7,143 $362K 0.01% -25 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,583 shares; 2025Q4: 7,248 shares 7,248 $361K 0.01% +2,665 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,630 shares; 2024Q4: 7,042 shares; 2025Q1: 3,300 shares; 2025Q2: 4,300 shares; 2025Q3: 35,677 shares; 2025Q4: 46,477 shares 46,477 $361K 0.01% +10,800 Timeline EMXC 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: 11,813 shares; 2024Q4: 14,150 shares; 2025Q1: 11,949 shares; 2025Q2: 5,179 shares; 2025Q3: 5,105 shares; 2025Q4: 4,962 shares 4,962 $361K 0.01% -143 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,183 shares; 2025Q1: 1,281 shares; 2025Q2: 734 shares; 2025Q3: 552 shares; 2025Q4: 632 shares 632 $360K 0.01% +80 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,025 shares; 2024Q4: 62,816 shares; 2025Q1: 895 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,405 shares 7,405 $360K 0.01% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,541 shares; 2024Q4: not reported; 2025Q1: 47,179 shares; 2025Q2: 23,405 shares; 2025Q3: 6,065 shares; 2025Q4: 4,524 shares 4,524 $359K 0.01% -1,541 Timeline IAK 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: 1,487 shares; 2024Q4: 1,735 shares; 2025Q1: 2,076 shares; 2025Q2: 2,330 shares; 2025Q3: 2,717 shares; 2025Q4: 2,625 shares 2,625 $357K 0.01% -92 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 1,978 shares; 2025Q1: 1,935 shares; 2025Q2: 1,944 shares; 2025Q3: 1,933 shares; 2025Q4: 1,932 shares 1,932 $356K 0.01% -1 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: 2,126 shares; 2025Q4: 2,136 shares 2,136 $355K 0.01% +10 Timeline SCYB 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: 8,356 shares; 2025Q4: 13,451 shares 13,451 $355K 0.01% +5,095 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,411 shares; 2024Q4: 6,466 shares; 2025Q1: 7,167 shares; 2025Q2: 5,468 shares; 2025Q3: 4,969 shares; 2025Q4: 3,022 shares 3,022 $354K 0.01% -1,947 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,430 shares; 2025Q1: 2,524 shares; 2025Q2: 1,677 shares; 2025Q3: 1,284 shares; 2025Q4: 1,276 shares 1,276 $351K 0.01% -8 Timeline LGOV 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: 23,979 shares; 2024Q4: 26,234 shares; 2025Q1: 25,974 shares; 2025Q2: 18,634 shares; 2025Q3: 16,018 shares; 2025Q4: 16,095 shares 16,095 $351K 0.01% +77 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 376 shares; 2025Q1: 666 shares; 2025Q2: 2,796 shares; 2025Q3: 5,710 shares; 2025Q4: 5,510 shares 5,510 $350K 0.01% -200 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 1,705 shares; 2025Q1: 220 shares; 2025Q2: 131 shares; 2025Q3: 413 shares; 2025Q4: 1,619 shares 1,619 $346K 0.01% +1,206 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME 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: 10,500 shares; 2025Q2: 46,050 shares; 2025Q3: 43,500 shares; 2025Q4: 43,500 shares 43,500 $341K 0.01% 0 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: 17,414 shares; 2024Q4: 14,813 shares; 2025Q1: 11,127 shares; 2025Q2: 10,934 shares; 2025Q3: 10,690 shares; 2025Q4: 10,690 shares 10,690 $340K 0.01% 0 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: 17,684 shares; 2024Q4: 17,684 shares; 2025Q1: 17,684 shares; 2025Q2: 17,684 shares; 2025Q3: 17,684 shares; 2025Q4: 17,684 shares 17,684 $339K 0.01% 0 Timeline MOAT 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: 3,684 shares; 2024Q4: 3,683 shares; 2025Q1: 3,724 shares; 2025Q2: 3,095 shares; 2025Q3: 3,334 shares; 2025Q4: 3,272 shares 3,272 $339K 0.01% -62 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,658 shares; 2024Q4: 6,506 shares; 2025Q1: 6,419 shares; 2025Q2: 4,085 shares; 2025Q3: 4,258 shares; 2025Q4: 4,219 shares 4,219 $338K 0.01% -39 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,169 shares; 2024Q4: 5,187 shares; 2025Q1: 5,194 shares; 2025Q2: 6,376 shares; 2025Q3: 6,393 shares; 2025Q4: 8,517 shares 8,517 $336K 0.01% +2,124 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,211 shares; 2024Q4: 19,537 shares; 2025Q1: 20,033 shares; 2025Q2: 20,392 shares; 2025Q3: 19,881 shares; 2025Q4: 20,276 shares 20,276 $335K 0.01% +395 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,610 shares; 2024Q4: 6,420 shares; 2025Q1: 13,444 shares; 2025Q2: 1,797 shares; 2025Q3: 1,972 shares; 2025Q4: 1,973 shares 1,973 $334K 0.01% +1 Timeline IWC 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: 3,492 shares; 2024Q4: 3,444 shares; 2025Q1: 3,443 shares; 2025Q2: 3,438 shares; 2025Q3: 3,300 shares; 2025Q4: 2,109 shares 2,109 $333K 0.01% -1,191 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: 10,275 shares; 2024Q4: 9,456 shares; 2025Q1: 9,872 shares; 2025Q2: 5,237 shares; 2025Q3: 6,492 shares; 2025Q4: 5,213 shares 5,213 $332K 0.01% -1,279 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,700 shares; 2024Q4: 10,800 shares; 2025Q1: 2,586 shares; 2025Q2: 6,044 shares; 2025Q3: 7,039 shares; 2025Q4: 1,373 shares 1,373 $331K 0.01% -5,666 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 6,880 shares; 2025Q4: 8,655 shares 8,655 $327K 0.01% +1,775 Timeline MGC 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: 3,910 shares; 2024Q4: 3,867 shares; 2025Q1: 3,800 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $327K 0.01% 0 Timeline PRFZ 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: 8,241 shares; 2024Q4: 8,644 shares; 2025Q1: 7,818 shares; 2025Q2: 7,159 shares; 2025Q3: 7,104 shares; 2025Q4: 7,115 shares 7,115 $326K 0.01% +11 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: 3,304 shares; 2024Q4: 3,275 shares; 2025Q1: 10,753 shares; 2025Q2: 2,855 shares; 2025Q3: 4,292 shares; 2025Q4: 3,267 shares 3,267 $325K 0.01% -1,025 Timeline HIPO HIPPO HLDGS INC More: the full row for HIPPO 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: 10,779 shares 10,779 $324K 0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,516 shares; 2024Q4: 41,548 shares; 2025Q1: 36,370 shares; 2025Q2: 22,913 shares; 2025Q3: 5,684 shares; 2025Q4: 4,825 shares 4,825 $324K 0.01% -859 Timeline YMAR 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: 9,393 shares; 2024Q4: 8,576 shares; 2025Q1: 7,113 shares; 2025Q2: 11,988 shares; 2025Q3: 11,988 shares; 2025Q4: 11,988 shares 11,988 $324K 0.01% 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: 6,978 shares; 2024Q4: 6,461 shares; 2025Q1: 6,277 shares; 2025Q2: 5,019 shares; 2025Q3: 4,928 shares; 2025Q4: 4,935 shares 4,935 $321K 0.01% +7 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 2,025 shares; 2025Q1: 2,075 shares; 2025Q2: 1,162 shares; 2025Q3: 1,087 shares; 2025Q4: 1,084 shares 1,084 $321K 0.01% -3 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 116 shares; 2025Q1: 114 shares; 2025Q2: 722 shares; 2025Q3: 114 shares; 2025Q4: 2,137 shares 2,137 $318K 0.01% +2,023 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,168 shares; 2025Q1: 2,656 shares; 2025Q2: 2,595 shares; 2025Q3: 2,074 shares; 2025Q4: 2,103 shares 2,103 $316K 0.01% +29 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,612 shares; 2024Q4: 4,442 shares; 2025Q1: 4,380 shares; 2025Q2: 3,817 shares; 2025Q3: 3,860 shares; 2025Q4: 3,907 shares 3,907 $315K 0.01% +47 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,769 shares; 2024Q4: 4,769 shares; 2025Q1: 4,769 shares; 2025Q2: 3,118 shares; 2025Q3: 3,118 shares; 2025Q4: 3,118 shares 3,118 $315K 0.01% 0 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,631 shares; 2024Q4: 10,631 shares; 2025Q1: 10,631 shares; 2025Q2: 10,631 shares; 2025Q3: 5,661 shares; 2025Q4: 5,631 shares 5,631 $313K 0.01% -30 Timeline VBK 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: 2,549 shares; 2024Q4: 2,540 shares; 2025Q1: 1,310 shares; 2025Q2: 1,021 shares; 2025Q3: 1,029 shares; 2025Q4: 1,035 shares 1,035 $313K 0.01% +6 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 3,450 shares 3,450 $312K 0.01% +2,750 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,904 shares; 2024Q4: 1,752 shares; 2025Q1: 5,712 shares; 2025Q2: 5,052 shares; 2025Q3: 1,456 shares; 2025Q4: 1,533 shares 1,533 $311K 0.01% +77 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,201 shares; 2025Q1: 3,367 shares; 2025Q2: 1,594 shares; 2025Q3: 1,432 shares; 2025Q4: 3,787 shares 3,787 $311K 0.01% +2,355 Timeline NTRL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,006 shares 15,006 $310K 0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,872 shares; 2024Q4: 7,184 shares; 2025Q1: 7,086 shares; 2025Q2: 7,186 shares; 2025Q3: 5,479 shares; 2025Q4: 5,854 shares 5,854 $309K 0.01% +375 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: 4,315 shares; 2024Q4: 4,331 shares; 2025Q1: 3,814 shares; 2025Q2: 3,054 shares; 2025Q3: 2,409 shares; 2025Q4: 2,421 shares 2,421 $309K 0.01% +12 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 963 shares; 2025Q1: 966 shares; 2025Q2: 999 shares; 2025Q3: 2,331 shares; 2025Q4: 3,185 shares 3,185 $308K 0.01% +854 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 148 shares; 2025Q2: 239 shares; 2025Q3: 1,012 shares; 2025Q4: 1,222 shares 1,222 $307K 0.01% +210 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,028 shares; 2024Q4: 3,997 shares; 2025Q1: 4,473 shares; 2025Q2: 4,506 shares; 2025Q3: 6,223 shares; 2025Q4: 5,424 shares 5,424 $306K 0.01% -799 Timeline AIVL 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: 4,981 shares; 2024Q4: 4,179 shares; 2025Q1: 4,180 shares; 2025Q2: 4,180 shares; 2025Q3: 4,181 shares; 2025Q4: 2,647 shares 2,647 $304K 0.01% -1,534 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,120 shares; 2025Q1: 9,953 shares; 2025Q2: 7,418 shares; 2025Q3: 4,783 shares; 2025Q4: 5,981 shares 5,981 $304K 0.01% +1,198 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,816 shares; 2025Q1: 16,512 shares; 2025Q2: 9,533 shares; 2025Q3: 10,775 shares; 2025Q4: 705 shares 705 $301K 0.01% -10,070 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,098 shares; 2024Q4: 5,888 shares; 2025Q1: 6,362 shares; 2025Q2: 5,978 shares; 2025Q3: 5,963 shares; 2025Q4: 5,613 shares 5,613 $300K 0.01% -350 Timeline IBHI 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: 12,548 shares 12,548 $297K 0.01% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,133 shares; 2024Q4: 20,824 shares; 2025Q1: 21,026 shares; 2025Q2: 17,422 shares; 2025Q3: 19,100 shares; 2025Q4: 16,453 shares 16,453 $295K 0.01% -2,647 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: 5,579 shares; 2024Q4: 6,641 shares; 2025Q1: 7,025 shares; 2025Q2: 1,464 shares; 2025Q3: 1,371 shares; 2025Q4: 1,023 shares 1,023 $295K 0.01% -348 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: 612 shares; 2025Q4: 784 shares 784 $294K 0.01% +172 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 2,257 shares; 2025Q1: 2,369 shares; 2025Q2: 1,247 shares; 2025Q3: 1,201 shares; 2025Q4: 1,190 shares 1,190 $294K 0.01% -11 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,899 shares; 2024Q4: 6,899 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares 6,900 $294K 0.01% 0 Timeline VDC 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: 1,832 shares; 2024Q4: 1,951 shares; 2025Q1: 1,710 shares; 2025Q2: 1,371 shares; 2025Q3: 1,376 shares; 2025Q4: 1,380 shares 1,380 $292K 0.01% +4 Timeline FELC 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: not reported; 2024Q4: 9,189 shares; 2025Q1: 8,297 shares; 2025Q2: 8,665 shares; 2025Q3: 7,895 shares; 2025Q4: 7,612 shares 7,612 $291K 0.01% -283 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,674 shares; 2024Q4: 350 shares; 2025Q1: 815 shares; 2025Q2: 223 shares; 2025Q3: 1,021 shares; 2025Q4: 6,370 shares 6,370 $290K 0.01% +5,349 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,686 shares; 2024Q4: 629 shares; 2025Q1: 2,877 shares; 2025Q2: 4,425 shares; 2025Q3: 5,855 shares; 2025Q4: 4,731 shares 4,731 $290K 0.01% -1,124 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: 5,180 shares; 2025Q1: 5,171 shares; 2025Q2: 5,139 shares; 2025Q3: 5,143 shares; 2025Q4: 5,110 shares 5,110 $289K 0.01% -33 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 23,112 shares; 2025Q1: 23,116 shares; 2025Q2: 1,734 shares; 2025Q3: 1,468 shares; 2025Q4: 1,480 shares 1,480 $288K 0.01% +12 Timeline RWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,282 shares; 2024Q4: 32,282 shares; 2025Q1: 25,685 shares; 2025Q2: 25,665 shares; 2025Q3: 25,665 shares; 2025Q4: 10,261 shares 10,261 $287K 0.01% -15,404 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: 129,914 shares; 2025Q1: 27,147 shares; 2025Q2: 6,728 shares; 2025Q3: 4,902 shares; 2025Q4: 5,739 shares 5,739 $287K 0.01% +837 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,848 shares; 2024Q4: 13,993 shares; 2025Q1: 11,684 shares; 2025Q2: 6,551 shares; 2025Q3: 6,616 shares; 2025Q4: 10,072 shares 10,072 $287K 0.01% +3,456 Timeline IEV 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: 701 shares; 2024Q4: 701 shares; 2025Q1: 679 shares; 2025Q2: 4,102 shares; 2025Q3: 4,025 shares; 2025Q4: 4,175 shares 4,175 $286K 0.01% +150 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY 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: 8,902 shares; 2025Q4: 8,962 shares 8,962 $286K 0.01% +60 Timeline AOK 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: 9,774 shares; 2024Q4: 9,774 shares; 2025Q1: 7,112 shares; 2025Q2: 7,112 shares; 2025Q3: 7,112 shares; 2025Q4: 7,112 shares 7,112 $285K 0.01% 0 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 2,321 shares; 2025Q1: 2,583 shares; 2025Q2: 2,850 shares; 2025Q3: 3,001 shares; 2025Q4: 1,107 shares 1,107 $284K 0.01% -1,894 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 2,374 shares; 2025Q1: 2,844 shares; 2025Q2: 1,690 shares; 2025Q3: 1,590 shares; 2025Q4: 1,095 shares 1,095 $283K 0.01% -495 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,564 shares; 2024Q4: 5,526 shares; 2025Q1: 5,480 shares; 2025Q2: 5,416 shares; 2025Q3: 5,907 shares; 2025Q4: 5,932 shares 5,932 $282K 0.01% +25 Timeline SCHP 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: 6,584 shares; 2024Q4: 12,444 shares; 2025Q1: 12,238 shares; 2025Q2: 9,899 shares; 2025Q3: 9,794 shares; 2025Q4: 10,643 shares 10,643 $282K 0.01% +849 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 458 shares; 2025Q1: 3,989 shares; 2025Q2: 3,826 shares; 2025Q3: 7,955 shares; 2025Q4: 7,666 shares 7,666 $280K 0.01% -289 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,478 shares; 2025Q1: 18,652 shares; 2025Q2: 18,954 shares; 2025Q3: 18,570 shares; 2025Q4: 21,164 shares 21,164 $279K 0.01% +2,594 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,526 shares; 2025Q1: 8,195 shares; 2025Q2: 11,585 shares; 2025Q3: 13,781 shares; 2025Q4: 9,532 shares 9,532 $279K 0.01% -4,249 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: 202,597 shares; 2024Q4: 200,123 shares; 2025Q1: 213,039 shares; 2025Q2: 191,430 shares; 2025Q3: 3,187 shares; 2025Q4: 11,687 shares 11,687 $276K 0.01% +8,500 Timeline RSPN 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: 5,616 shares; 2024Q4: 5,429 shares; 2025Q1: 4,826 shares; 2025Q2: 4,837 shares; 2025Q3: 4,851 shares; 2025Q4: 4,859 shares 4,859 $275K 0.01% +8 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,884 shares; 2025Q1: 2,118 shares; 2025Q2: 1,339 shares; 2025Q3: 1,542 shares; 2025Q4: 1,506 shares 1,506 $274K 0.01% -36 Timeline MGV 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: 1,880 shares; 2024Q4: 1,880 shares; 2025Q1: 1,880 shares; 2025Q2: 1,880 shares; 2025Q3: 1,880 shares; 2025Q4: 1,940 shares 1,940 $274K 0.01% +60 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,674 shares; 2025Q1: 7,786 shares; 2025Q2: 7,761 shares; 2025Q3: 8,481 shares; 2025Q4: 12,175 shares 12,175 $272K 0.01% +3,694 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,068 shares; 2025Q3: 5,028 shares; 2025Q4: 2,236 shares 2,236 $272K 0.01% -2,792 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 403 shares; 2025Q1: 451 shares; 2025Q2: 530 shares; 2025Q3: 532 shares; 2025Q4: 1,064 shares 1,064 $272K 0.01% +532 Timeline FXG 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: 17,864 shares; 2024Q4: 17,864 shares; 2025Q1: 17,864 shares; 2025Q2: 4,473 shares; 2025Q3: 4,473 shares; 2025Q4: 4,473 shares 4,473 $271K 0.01% 0 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: 660,746 shares; 2024Q4: 682,020 shares; 2025Q1: 681,031 shares; 2025Q2: 288,779 shares; 2025Q3: 3,749 shares; 2025Q4: 4,608 shares 4,608 $271K 0.01% +859 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,415 shares; 2025Q1: 3,896 shares; 2025Q2: 5,193 shares; 2025Q3: 4,803 shares; 2025Q4: 3,759 shares 3,759 $270K 0.01% -1,044 Timeline ITB 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: 4,493 shares; 2024Q4: 4,181 shares; 2025Q1: 2,493 shares; 2025Q2: 2,244 shares; 2025Q3: 2,782 shares; 2025Q4: 2,783 shares 2,783 $268K 0.01% +1 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,475 shares; 2025Q1: 2,675 shares; 2025Q2: 1,177 shares; 2025Q3: 1,455 shares; 2025Q4: 1,364 shares 1,364 $266K 0.01% -91 Timeline IGIB 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: 2,089 shares; 2024Q4: 2,089 shares; 2025Q1: 2,089 shares; 2025Q2: 1,264 shares; 2025Q3: 4,114 shares; 2025Q4: 4,939 shares 4,939 $266K 0.01% +825 Timeline IVLU 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: 7,009 shares; 2024Q4: 7,141 shares; 2025Q1: 7,009 shares; 2025Q2: 7,060 shares; 2025Q3: 6,994 shares; 2025Q4: 6,982 shares 6,982 $266K 0.01% -12 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: 4,634 shares; 2024Q4: 8,550 shares; 2025Q1: 4,301 shares; 2025Q2: 2,698 shares; 2025Q3: 2,432 shares; 2025Q4: 1,511 shares 1,511 $265K 0.01% -921 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,233 shares; 2024Q4: 92,144 shares; 2025Q1: 112,389 shares; 2025Q2: 157,875 shares; 2025Q3: 182,514 shares; 2025Q4: 102,050 shares 102,050 $264K 0.01% -80,464 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,074 shares; 2024Q4: 18,744 shares; 2025Q1: 20,320 shares; 2025Q2: 16,634 shares; 2025Q3: 16,735 shares; 2025Q4: 20,133 shares 20,133 $264K 0.01% +3,398 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: 1,633 shares; 2025Q1: 1,628 shares; 2025Q2: 959 shares; 2025Q3: 911 shares; 2025Q4: 913 shares 913 $262K 0.01% +2 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: 13,802 shares; 2024Q4: 12,979 shares; 2025Q1: 8,061 shares; 2025Q2: 8,061 shares; 2025Q3: 8,061 shares; 2025Q4: 8,061 shares 8,061 $262K 0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 840 shares; 2025Q1: 836 shares; 2025Q2: 899 shares; 2025Q3: 894 shares; 2025Q4: 917 shares 917 $261K 0.01% +23 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 694 shares; 2025Q1: 684 shares; 2025Q2: 560 shares; 2025Q3: 506 shares; 2025Q4: 506 shares 506 $258K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,465 shares; 2024Q4: 7,565 shares; 2025Q1: 7,157 shares; 2025Q2: 4,088 shares; 2025Q3: 3,937 shares; 2025Q4: 3,828 shares 3,828 $257K 0.01% -109 Timeline IBHH 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: 10,798 shares 10,798 $256K 0.01% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,518 shares; 2024Q4: 24,264 shares; 2025Q1: 19,591 shares; 2025Q2: 395 shares; 2025Q3: 20,640 shares; 2025Q4: 951 shares 951 $255K 0.01% -19,689 Timeline SCHB 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: 9,307 shares; 2024Q4: 29,627 shares; 2025Q1: 26,471 shares; 2025Q2: 9,333 shares; 2025Q3: 9,343 shares; 2025Q4: 9,706 shares 9,706 $255K 0.01% +363 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 39 shares; 2025Q1: 38 shares; 2025Q2: 46 shares; 2025Q3: 47 shares; 2025Q4: 1,516 shares 1,516 $254K 0.01% +1,469 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,322 shares; 2025Q1: 10,028 shares; 2025Q2: 9,241 shares; 2025Q3: 6,677 shares; 2025Q4: 4,325 shares 4,325 $254K 0.01% -2,352 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,584 shares; 2024Q4: 16,082 shares; 2025Q1: 18,941 shares; 2025Q2: 16,189 shares; 2025Q3: 13,549 shares; 2025Q4: 14,299 shares 14,299 $253K 0.01% +750 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 11,000 shares; 2025Q2: 12,000 shares; 2025Q3: 16,500 shares; 2025Q4: 20,000 shares 20,000 $253K 0.01% +3,500 Timeline SRAD SPORTRADAR GROUP AG More: the full row for SPORTRADAR GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 13,027 shares; 2025Q3: 12,272 shares; 2025Q4: 10,629 shares 10,629 $253K 0.01% -1,643 Timeline RPG 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: 4,106 shares; 2024Q4: 3,988 shares; 2025Q1: 3,966 shares; 2025Q2: 5,316 shares; 2025Q3: 5,395 shares; 2025Q4: 5,355 shares 5,355 $250K 0.01% -40 Timeline VMBS 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: 7,211 shares; 2024Q4: 6,504 shares; 2025Q1: 6,477 shares; 2025Q2: 6,305 shares; 2025Q3: 5,271 shares; 2025Q4: 5,289 shares 5,289 $249K 0.01% +18 Timeline OCTT 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: 16,276 shares; 2024Q4: 19,171 shares; 2025Q1: 12,435 shares; 2025Q2: 7,477 shares; 2025Q3: 5,121 shares; 2025Q4: 5,706 shares 5,706 $248K 0.01% +585 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 354 shares; 2025Q1: 8,788 shares; 2025Q2: 8,439 shares; 2025Q3: 7,164 shares; 2025Q4: 7,614 shares 7,614 $248K 0.01% +450 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,511 shares; 2025Q3: 6,121 shares; 2025Q4: 5,875 shares 5,875 $248K 0.01% -246 Timeline HEFA 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: 116,118 shares; 2024Q4: 115,192 shares; 2025Q1: 113,210 shares; 2025Q2: 89,011 shares; 2025Q3: 82,896 shares; 2025Q4: 5,975 shares 5,975 $247K 0.01% -76,921 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,540 shares; 2024Q4: 2,809 shares; 2025Q1: 2,670 shares; 2025Q2: 3,921 shares; 2025Q3: 1,833 shares; 2025Q4: 960 shares 960 $247K 0.01% -873 Timeline SHOC EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $247K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,767 shares; 2024Q4: 5,756 shares; 2025Q1: 4,645 shares; 2025Q2: 4,192 shares; 2025Q3: 4,116 shares; 2025Q4: 3,123 shares 3,123 $247K 0.01% -993 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,346 shares; 2024Q4: 4,360 shares; 2025Q1: 4,565 shares; 2025Q2: 6,856 shares; 2025Q3: 5,637 shares; 2025Q4: 6,025 shares 6,025 $245K 0.01% +388 Timeline FALN 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: 6,148 shares; 2024Q4: 5,365 shares; 2025Q1: 9,123 shares; 2025Q2: 8,362 shares; 2025Q3: 8,950 shares; 2025Q4: 8,984 shares 8,984 $245K 0.01% +34 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,579 shares; 2024Q4: 12,264 shares; 2025Q1: 7,815 shares; 2025Q2: 7,519 shares; 2025Q3: 7,563 shares; 2025Q4: 6,444 shares 6,444 $245K 0.01% -1,119 Timeline JVAL 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: 5,168 shares; 2024Q4: 5,765 shares; 2025Q1: 5,028 shares; 2025Q2: 4,966 shares; 2025Q3: 4,966 shares; 2025Q4: 4,966 shares 4,966 $244K 0.01% 0 Timeline OCTP PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 8,025 shares 8,025 $244K 0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,086 shares; 2024Q4: 5,207 shares; 2025Q1: 5,653 shares; 2025Q2: 3,469 shares; 2025Q3: 3,561 shares; 2025Q4: 3,031 shares 3,031 $243K 0.01% -530 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,188 shares; 2024Q4: 9,916 shares; 2025Q1: 10,710 shares; 2025Q2: 9,709 shares; 2025Q3: 10,495 shares; 2025Q4: 10,391 shares 10,391 $243K 0.01% -104 Timeline Leuthold Core ETF Leuthold Core ETF More: the full row for Leuthold Core ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,131 shares; 2024Q4: 150,064 shares; 2025Q1: not reported; 2025Q2: 3,271 shares; 2025Q3: 3,271 shares; 2025Q4: 6,371 shares 6,371 $243K 0.01% +3,100 VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,744 shares; 2025Q1: 3,172 shares; 2025Q2: 733 shares; 2025Q3: 12,311 shares; 2025Q4: 2,426 shares 2,426 $242K 0.01% -9,885 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: 1,961 shares; 2025Q1: 2,056 shares; 2025Q2: 2,373 shares; 2025Q3: 1,217 shares; 2025Q4: 1,127 shares 1,127 $242K 0.01% -90 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 117,091 shares; 2025Q2: 122,057 shares; 2025Q3: 3,337 shares; 2025Q4: 3,731 shares 3,731 $240K 0.01% +394 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,289 shares; 2024Q4: 1,289 shares; 2025Q1: 1,444 shares; 2025Q2: 3,072 shares; 2025Q3: 3,110 shares; 2025Q4: 2,520 shares 2,520 $237K 0.01% -590 Timeline KBWB 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: 593 shares; 2024Q4: 2,793 shares; 2025Q1: 2,793 shares; 2025Q2: 613 shares; 2025Q3: 613 shares; 2025Q4: 2,813 shares 2,813 $237K 0.01% +2,200 Timeline DMAR 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: 50,858 shares; 2024Q4: 43,644 shares; 2025Q1: 38,167 shares; 2025Q2: 6,315 shares; 2025Q3: 5,903 shares; 2025Q4: 5,668 shares 5,668 $236K 0.01% -235 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: 408 shares; 2024Q4: 448 shares; 2025Q1: 448 shares; 2025Q2: 50 shares; 2025Q3: 120 shares; 2025Q4: 1,539 shares 1,539 $236K 0.01% +1,419 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 3,751 shares; 2025Q1: 2,535 shares; 2025Q2: 2,551 shares; 2025Q3: 2,221 shares; 2025Q4: 4,447 shares 4,447 $234K 0.01% +2,226 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,623 shares; 2024Q4: 3,526 shares; 2025Q1: 3,522 shares; 2025Q2: 2,624 shares; 2025Q3: 2,075 shares; 2025Q4: 2,088 shares 2,088 $233K 0.01% +13 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,005 shares; 2025Q1: not reported; 2025Q2: 1,101 shares; 2025Q3: 2,205 shares; 2025Q4: 2,007 shares 2,007 $232K 0.01% -198 Timeline GMAR 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: 6,316 shares; 2025Q1: 5,666 shares; 2025Q2: 5,666 shares; 2025Q3: 5,666 shares; 2025Q4: 5,666 shares 5,666 $232K 0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,336 shares; 2024Q4: 3,997 shares; 2025Q1: 3,827 shares; 2025Q2: 3,785 shares; 2025Q3: 3,892 shares; 2025Q4: 2,979 shares 2,979 $231K 0.01% -913 Timeline PSEP 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: 4,072 shares; 2024Q4: 4,072 shares; 2025Q1: 3,947 shares; 2025Q2: 3,947 shares; 2025Q3: 5,224 shares; 2025Q4: 5,224 shares 5,224 $228K 0.01% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: 439 shares; 2025Q2: 440 shares; 2025Q3: 428 shares; 2025Q4: 428 shares 428 $228K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,371 shares; 2024Q4: 5,205 shares; 2025Q1: 3,977 shares; 2025Q2: 3,801 shares; 2025Q3: 3,592 shares; 2025Q4: 2,633 shares 2,633 $225K 0.01% -959 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 961 shares; 2024Q4: 1,320 shares; 2025Q1: 1,349 shares; 2025Q2: 836 shares; 2025Q3: 782 shares; 2025Q4: 817 shares 817 $223K 0.01% +35 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS 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: 1,700 shares 1,700 $221K 0.01% new Timeline GJUL 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: 7,627 shares; 2025Q1: 5,678 shares; 2025Q2: 5,345 shares; 2025Q3: 5,345 shares; 2025Q4: 5,345 shares 5,345 $221K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,851 shares; 2024Q4: 6,783 shares; 2025Q1: 7,742 shares; 2025Q2: 6,562 shares; 2025Q3: 7,710 shares; 2025Q4: 6,314 shares 6,314 $219K 0.01% -1,396 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 4,066 shares; 2025Q1: 1,662 shares; 2025Q2: 2,123 shares; 2025Q3: 1,563 shares; 2025Q4: 1,563 shares 1,563 $219K 0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,220 shares; 2024Q4: 5,320 shares; 2025Q1: 12,436 shares; 2025Q2: 4,950 shares; 2025Q3: 747 shares; 2025Q4: 1,051 shares 1,051 $218K 0.01% +304 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,600 shares; 2025Q3: 2,400 shares; 2025Q4: 2,102 shares 2,102 $217K 0.01% -298 Timeline ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD 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: 2,337 shares; 2025Q3: 2,496 shares; 2025Q4: 2,669 shares 2,669 $217K 0.01% +173 NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $216K 0.01% 0 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 4,643 shares; 2025Q1: 346 shares; 2025Q2: 102 shares; 2025Q3: 763 shares; 2025Q4: 678 shares 678 $216K 0.01% -85 Timeline ZNOV 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: 8,027 shares; 2025Q1: 8,027 shares; 2025Q2: 8,025 shares; 2025Q3: 8,025 shares; 2025Q4: 8,028 shares 8,028 $214K 0.01% +3 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 3,741 shares; 2025Q1: 3,781 shares; 2025Q2: 1,677 shares; 2025Q3: 520 shares; 2025Q4: 2,064 shares 2,064 $214K 0.01% +1,544 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: 1,799 shares; 2024Q4: 1,875 shares; 2025Q1: 1,897 shares; 2025Q2: 877 shares; 2025Q3: 1,079 shares; 2025Q4: 1,681 shares 1,681 $213K 0.01% +602 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,031 shares; 2024Q4: 3,101 shares; 2025Q1: 2,980 shares; 2025Q2: 46,997 shares; 2025Q3: 2,427 shares; 2025Q4: 2,480 shares 2,480 $211K 0.01% +53 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,647 shares; 2024Q4: 7,175 shares; 2025Q1: 5,007 shares; 2025Q2: 3,855 shares; 2025Q3: 2,731 shares; 2025Q4: 2,652 shares 2,652 $210K 0.01% -79 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,324 shares; 2024Q4: 3,960 shares; 2025Q1: 3,944 shares; 2025Q2: 5,303 shares; 2025Q3: 4,980 shares; 2025Q4: 927 shares 927 $210K 0.01% -4,053 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,226 shares; 2025Q1: 1,252 shares; 2025Q2: 2,978 shares; 2025Q3: 3,206 shares; 2025Q4: 1,439 shares 1,439 $208K 0.01% -1,767 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: 3,224 shares; 2024Q4: 8,494 shares; 2025Q1: 66,090 shares; 2025Q2: 3,081 shares; 2025Q3: 3,329 shares; 2025Q4: 1,779 shares 1,779 $207K 0.01% -1,550 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,007 shares; 2024Q4: 51,865 shares; 2025Q1: 26,137 shares; 2025Q2: 17,031 shares; 2025Q3: 14,808 shares; 2025Q4: 9,367 shares 9,367 $206K 0.01% -5,441 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 1,422 shares; 2025Q1: 1,376 shares; 2025Q2: 1,834 shares; 2025Q3: 1,835 shares; 2025Q4: 2,229 shares 2,229 $206K 0.01% +394 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,053 shares; 2024Q4: 7,204 shares; 2025Q1: 7,204 shares; 2025Q2: 6,988 shares; 2025Q3: 3,373 shares; 2025Q4: 2,685 shares 2,685 $206K 0.01% -688 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,084 shares; 2024Q4: 127,812 shares; 2025Q1: 139,662 shares; 2025Q2: 143,056 shares; 2025Q3: 10,968 shares; 2025Q4: 13,764 shares 13,764 $204K 0.01% +2,796 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,403 shares; 2024Q4: 9,562 shares; 2025Q1: 9,726 shares; 2025Q2: 9,906 shares; 2025Q3: 12,384 shares; 2025Q4: 12,565 shares 12,565 $202K 0.01% +181 Timeline QTEC 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: 799 shares; 2024Q4: 928 shares; 2025Q1: 926 shares; 2025Q2: 926 shares; 2025Q3: 887 shares; 2025Q4: 873 shares 873 $201K 0.01% -14 Timeline UFOX 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: 3,267 shares; 2024Q4: 3,018 shares; 2025Q1: 3,382 shares; 2025Q2: 3,386 shares; 2025Q3: 3,387 shares; 2025Q4: 3,139 shares 3,139 $200K 0.01% -248 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,898 shares 7,898 $200K 0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 2,862 shares; 2025Q1: 3,367 shares; 2025Q2: 1,540 shares; 2025Q3: 1,692 shares; 2025Q4: 1,548 shares 1,548 $200K 0.01% -144 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,358 shares; 2024Q4: 1,360 shares; 2025Q1: 1,361 shares; 2025Q2: 1,926 shares; 2025Q3: 1,906 shares; 2025Q4: 3,906 shares 3,906 $200K 0.01% +2,000 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM 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: 2,658 shares; 2025Q2: 2,658 shares; 2025Q3: 2,658 shares; 2025Q4: 2,681 shares 2,681 $200K 0.01% +23 Timeline PSI 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: 2,064 shares; 2024Q4: 2,065 shares; 2025Q1: 2,504 shares; 2025Q2: 2,456 shares; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares 2,530 $200K 0.01% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,941 shares; 2024Q4: 4,937 shares; 2025Q1: 5,365 shares; 2025Q2: 5,460 shares; 2025Q3: 4,649 shares; 2025Q4: 3,370 shares 3,370 $199K 0.01% -1,279 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,065 shares; 2024Q4: 3,103 shares; 2025Q1: 3,124 shares; 2025Q2: 3,092 shares; 2025Q3: 3,199 shares; 2025Q4: 3,221 shares 3,221 $199K 0.01% +22 Timeline DMAY 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: 56,474 shares; 2024Q4: 32,219 shares; 2025Q1: 26,434 shares; 2025Q2: 6,581 shares; 2025Q3: 4,373 shares; 2025Q4: 4,373 shares 4,373 $198K 0.01% 0 Timeline FNOV 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: 7,364 shares; 2024Q4: 5,248 shares; 2025Q1: 5,116 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 3,600 shares 3,600 $197K 0.01% -500 Timeline SFEB 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: 20,501 shares; 2025Q1: 15,356 shares; 2025Q2: 11,057 shares; 2025Q3: 9,907 shares; 2025Q4: 8,376 shares 8,376 $197K 0.01% -1,531 Timeline IYT 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: 2,350 shares; 2024Q4: 2,353 shares; 2025Q1: 2,357 shares; 2025Q2: 2,460 shares; 2025Q3: 2,633 shares; 2025Q4: 2,636 shares 2,636 $196K 0.01% +3 Timeline IXG 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: 2,934 shares; 2024Q4: 2,823 shares; 2025Q1: 2,716 shares; 2025Q2: 1,607 shares; 2025Q3: 1,607 shares; 2025Q4: 1,608 shares 1,608 $194K 0.01% +1 Timeline SMAX 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: 2,368 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,196 shares 7,196 $194K 0.01% new 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: 8 shares; 2024Q4: 6 shares; 2025Q1: 80 shares; 2025Q2: 540 shares; 2025Q3: 775 shares; 2025Q4: 453 shares 453 $191K 0.01% -322 Timeline DLN 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: 2,168 shares; 2024Q4: 2,168 shares; 2025Q1: 2,168 shares; 2025Q2: 2,168 shares; 2025Q3: 2,168 shares; 2025Q4: 2,168 shares 2,168 $191K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,058 shares; 2024Q4: 14,581 shares; 2025Q1: 14,406 shares; 2025Q2: 7,973 shares; 2025Q3: 7,619 shares; 2025Q4: 3,967 shares 3,967 $190K 0.01% -3,652 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC 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: 11,116 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares 10,500 $189K 0.01% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 5,930 shares; 2025Q2: 5,930 shares; 2025Q3: 5,930 shares; 2025Q4: 5,930 shares 5,930 $188K 0.01% 0 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: 75 shares; 2024Q4: 1,964 shares; 2025Q1: 2,335 shares; 2025Q2: 982 shares; 2025Q3: 1,043 shares; 2025Q4: 1,711 shares 1,711 $188K 0.01% +668 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 733 shares; 2025Q1: 731 shares; 2025Q2: 704 shares; 2025Q3: 741 shares; 2025Q4: 830 shares 830 $187K 0.01% +89 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,860 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 10,500 shares 10,500 $187K 0.01% +1,000 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,150 shares; 2025Q4: 8,150 shares 8,150 $186K 0.01% +6,000 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 2,490 shares; 2025Q1: 11,480 shares; 2025Q2: 6,249 shares; 2025Q3: 6,694 shares; 2025Q4: 7,725 shares 7,725 $186K 0.01% +1,031 Timeline DWAS 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: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,785 shares; 2025Q3: 1,685 shares; 2025Q4: 1,910 shares 1,910 $185K 0.01% +225 Timeline POCT 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: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 4,190 shares 4,190 $184K 0.01% +4,083 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: 2,887 shares; 2024Q4: 3,104 shares; 2025Q1: 3,488 shares; 2025Q2: 1,489 shares; 2025Q3: 1,487 shares; 2025Q4: 1,184 shares 1,184 $183K 0.01% -303 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: 4,995 shares; 2024Q4: 6,613 shares; 2025Q1: 5,774 shares; 2025Q2: 4,295 shares; 2025Q3: 3,792 shares; 2025Q4: 3,474 shares 3,474 $183K 0.01% -318 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 946 shares; 2025Q1: 927 shares; 2025Q2: 916 shares; 2025Q3: 913 shares; 2025Q4: 915 shares 915 $183K 0.01% +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: 8,311 shares; 2024Q4: 8,458 shares; 2025Q1: 8,608 shares; 2025Q2: 6,992 shares; 2025Q3: 18,696 shares; 2025Q4: 19,088 shares 19,088 $182K 0.01% +392 Timeline SUSA 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: 1,843 shares; 2024Q4: 1,843 shares; 2025Q1: 1,843 shares; 2025Q2: 1,305 shares; 2025Q3: 1,305 shares; 2025Q4: 1,305 shares 1,305 $182K 0.01% 0 Timeline PZA 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: 68,971 shares; 2024Q4: 70,613 shares; 2025Q1: 72,904 shares; 2025Q2: 82,315 shares; 2025Q3: 57,761 shares; 2025Q4: 7,822 shares 7,822 $181K 0.01% -49,939 Timeline ESGD 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: 585 shares; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 1,907 shares 1,907 $181K 0.01% +1,832 Timeline BFOR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $181K 0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,739 shares; 2025Q1: 500 shares; 2025Q2: 6,566 shares; 2025Q3: 7,946 shares; 2025Q4: 6,920 shares 6,920 $181K 0.01% -1,026 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 1,677 shares; 2025Q1: 1,590 shares; 2025Q2: 3,449 shares; 2025Q3: 697 shares; 2025Q4: 740 shares 740 $180K 0.01% +43 Timeline PSCT 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: 3,777 shares; 2024Q4: 3,777 shares; 2025Q1: 3,149 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 3,150 shares 3,150 $178K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,247 shares; 2024Q4: 26,488 shares; 2025Q1: 41,671 shares; 2025Q2: 2,209 shares; 2025Q3: 27,003 shares; 2025Q4: 3,049 shares 3,049 $178K 0.01% -23,954 Timeline LABU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 752 shares; 2025Q1: 756 shares; 2025Q2: 1,106 shares; 2025Q3: 1,108 shares; 2025Q4: 1,111 shares 1,111 $177K 0.01% +3 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 469 shares; 2025Q1: 365 shares; 2025Q2: 384 shares; 2025Q3: 184 shares; 2025Q4: 2,780 shares 2,780 $176K 0.01% +2,596 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 232 shares; 2025Q1: 192 shares; 2025Q2: 1,259 shares; 2025Q3: 2,201 shares; 2025Q4: 2,274 shares 2,274 $176K 0.01% +73 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,100 shares; 2024Q4: 11,800 shares; 2025Q1: 11,800 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares; 2025Q4: 5,500 shares 5,500 $176K 0.01% -1,800 Timeline GRNY 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: 6,590 shares; 2025Q4: 7,090 shares 7,090 $176K 0.01% +500 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 3,214 shares; 2025Q1: 3,257 shares; 2025Q2: 3,263 shares; 2025Q3: 3,264 shares; 2025Q4: 3,299 shares 3,299 $175K 0.01% +35 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,135 shares; 2024Q4: 3,431 shares; 2025Q1: 3,473 shares; 2025Q2: 2,953 shares; 2025Q3: 701 shares; 2025Q4: 489 shares 489 $172K 0.01% -212 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,243 shares; 2025Q1: 5,984 shares; 2025Q2: 4,511 shares; 2025Q3: 4,325 shares; 2025Q4: 3,006 shares 3,006 $172K 0.01% -1,319 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,105 shares; 2024Q4: 4,188 shares; 2025Q1: 5,217 shares; 2025Q2: 2,145 shares; 2025Q3: 2,196 shares; 2025Q4: 2,097 shares 2,097 $171K 0.01% -99 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 373 shares; 2025Q1: 421 shares; 2025Q2: 996 shares; 2025Q3: 804 shares; 2025Q4: 793 shares 793 $170K 0.01% -11 Timeline SMMD 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: 151 shares; 2024Q4: 152 shares; 2025Q1: 477 shares; 2025Q2: 2,264 shares; 2025Q3: 2,264 shares; 2025Q4: 2,265 shares 2,265 $170K 0.01% +1 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 307 shares; 2025Q1: 304 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 708 shares 708 $170K 0.01% 0 Timeline PRN 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: 150 shares; 2024Q4: 860 shares; 2025Q1: 1,158 shares; 2025Q2: 1,200 shares; 2025Q3: 964 shares; 2025Q4: 971 shares 971 $170K 0.01% +7 Timeline IGF 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: 2,803 shares; 2024Q4: 2,769 shares; 2025Q1: 2,864 shares; 2025Q2: 2,701 shares; 2025Q3: 2,720 shares; 2025Q4: 2,760 shares 2,760 $169K 0.01% +40 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 344 shares; 2025Q1: 9,295 shares; 2025Q2: 3,080 shares; 2025Q3: 5,927 shares; 2025Q4: 6,001 shares 6,001 $169K 0.01% +74 Timeline APMU TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,405 shares; 2025Q1: 9,094 shares; 2025Q2: 5,413 shares; 2025Q3: 6,451 shares; 2025Q4: 6,711 shares 6,711 $168K 0.01% +260 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,486 shares; 2024Q4: 5,493 shares; 2025Q1: 5,500 shares; 2025Q2: 9,250 shares; 2025Q3: 2,371 shares; 2025Q4: 2,351 shares 2,351 $168K 0.01% -20 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,074 shares; 2024Q4: 11,884 shares; 2025Q1: 12,862 shares; 2025Q2: 9,721 shares; 2025Q3: 4,405 shares; 2025Q4: 3,294 shares 3,294 $168K 0.01% -1,111 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,271 shares; 2024Q4: 11,675 shares; 2025Q1: 9,994 shares; 2025Q2: 1,685 shares; 2025Q3: 1,676 shares; 2025Q4: 1,676 shares 1,676 $167K 0.01% 0 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,891 shares; 2024Q4: 4,906 shares; 2025Q1: 4,910 shares; 2025Q2: 4,138 shares; 2025Q3: 3,961 shares; 2025Q4: 3,979 shares 3,979 $167K 0.01% +18 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 2,365 shares; 2025Q1: 2,410 shares; 2025Q2: 2,388 shares; 2025Q3: 2,356 shares; 2025Q4: 2,396 shares 2,396 $167K 0.01% +40 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,405 shares; 2024Q4: 5,419 shares; 2025Q1: 4,719 shares; 2025Q2: 4,430 shares; 2025Q3: 4,486 shares; 2025Q4: 4,545 shares 4,545 $166K 0.01% +59 Timeline IXC 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: 4,570 shares; 2024Q4: 4,771 shares; 2025Q1: 4,687 shares; 2025Q2: 3,967 shares; 2025Q3: 3,967 shares; 2025Q4: 3,963 shares 3,963 $166K 0.01% -4 Timeline RFG 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: 3,138 shares; 2024Q4: 3,140 shares; 2025Q1: 3,142 shares; 2025Q2: 3,150 shares; 2025Q3: 3,152 shares; 2025Q4: 3,154 shares 3,154 $165K 0.01% +2 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,925 shares; 2024Q4: 4,174 shares; 2025Q1: 16,915 shares; 2025Q2: not reported; 2025Q3: 1,837 shares; 2025Q4: 1,689 shares 1,689 $165K 0.01% -148 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 966 shares; 2025Q1: 955 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 966 shares 966 $165K 0.01% +11 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,345 shares; 2025Q1: 2,302 shares; 2025Q2: 730 shares; 2025Q3: 732 shares; 2025Q4: 731 shares 731 $163K 0.01% -1 Timeline FDL 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: 4,578 shares; 2024Q4: 5,192 shares; 2025Q1: 5,486 shares; 2025Q2: 5,512 shares; 2025Q3: 3,673 shares; 2025Q4: 3,680 shares 3,680 $163K 0.01% +7 Timeline NXTG 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: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,780 shares; 2025Q3: 441 shares; 2025Q4: 1,508 shares 1,508 $163K 0.01% +1,067 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 2,003 shares; 2025Q1: 2,017 shares; 2025Q2: 2,668 shares; 2025Q3: 3,126 shares; 2025Q4: 1,479 shares 1,479 $161K 0.01% -1,647 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,088 shares; 2024Q4: 12,800 shares; 2025Q1: 14,300 shares; 2025Q2: 18,300 shares; 2025Q3: 15,500 shares; 2025Q4: 16,000 shares 16,000 $160K 0.01% +500 Timeline SAUG 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: 10,221 shares; 2025Q1: 6,815 shares; 2025Q2: 6,231 shares; 2025Q3: 6,231 shares; 2025Q4: 6,231 shares 6,231 $159K 0.01% 0 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: 18,570 shares; 2025Q1: 16,304 shares; 2025Q2: 8,798 shares; 2025Q3: 6,116 shares; 2025Q4: 6,116 shares 6,116 $159K 0.01% 0 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,908 shares; 2024Q4: 24,908 shares; 2025Q1: 24,908 shares; 2025Q2: 24,908 shares; 2025Q3: 24,908 shares; 2025Q4: 24,908 shares 24,908 $158K 0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,601 shares; 2024Q4: 7,218 shares; 2025Q1: 7,119 shares; 2025Q2: 6,302 shares; 2025Q3: 2,675 shares; 2025Q4: 903 shares 903 $158K 0.01% -1,772 Timeline DIVB 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: 2,990 shares; 2025Q3: 2,975 shares; 2025Q4: 2,975 shares 2,975 $158K 0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,139 shares; 2025Q1: 1,357 shares; 2025Q2: 1,012 shares; 2025Q3: 943 shares; 2025Q4: 911 shares 911 $158K 0.01% -32 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,674 shares; 2025Q1: 3,741 shares; 2025Q2: 871 shares; 2025Q3: 872 shares; 2025Q4: 1,473 shares 1,473 $158K 0.01% +601 Timeline BBUS 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: 218 shares; 2024Q4: 215 shares; 2025Q1: 427 shares; 2025Q2: 1,236 shares; 2025Q3: 1,356 shares; 2025Q4: 1,275 shares 1,275 $157K 0.01% -81 Timeline SHM 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: 3,794 shares; 2024Q4: 3,794 shares; 2025Q1: 3,794 shares; 2025Q2: 3,261 shares; 2025Q3: 3,261 shares; 2025Q4: 3,261 shares 3,261 $157K 0.01% 0 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: 1,682 shares; 2024Q4: 1,680 shares; 2025Q1: 2,053 shares; 2025Q2: 1,547 shares; 2025Q3: 1,561 shares; 2025Q4: 1,561 shares 1,561 $155K 0.01% 0 Timeline GAPR 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: 5,805 shares; 2025Q1: 2,237 shares; 2025Q2: 3,882 shares; 2025Q3: 3,882 shares; 2025Q4: 3,882 shares 3,882 $155K 0.01% 0 Timeline PXF 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: 1,536 shares; 2024Q4: 1,842 shares; 2025Q1: 2,431 shares; 2025Q2: 11,711 shares; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares 2,360 $155K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,839 shares; 2024Q4: 4,561 shares; 2025Q1: 15,339 shares; 2025Q2: 3,149 shares; 2025Q3: 9,001 shares; 2025Q4: 831 shares 831 $154K 0.01% -8,170 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: 1,489 shares; 2024Q4: 1,239 shares; 2025Q1: 1,294 shares; 2025Q2: 5,275 shares; 2025Q3: 5,352 shares; 2025Q4: 2,850 shares 2,850 $154K 0.01% -2,502 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,055 shares; 2024Q4: 45,733 shares; 2025Q1: 7,589 shares; 2025Q2: 6,843 shares; 2025Q3: 6,306 shares; 2025Q4: 5,033 shares 5,033 $154K 0.01% -1,273 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,650 shares; 2025Q1: 1,665 shares; 2025Q2: 2,559 shares; 2025Q3: 2,331 shares; 2025Q4: 1,894 shares 1,894 $153K 0.01% -437 Timeline NOBL 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: 3,800 shares; 2024Q4: 4,113 shares; 2025Q1: 4,099 shares; 2025Q2: 4,102 shares; 2025Q3: 4,129 shares; 2025Q4: 1,473 shares 1,473 $153K 0.01% -2,656 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 309 shares 309 $151K 0.01% new 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: 17,299 shares; 2024Q4: 17,752 shares; 2025Q1: 18,620 shares; 2025Q2: 19,173 shares; 2025Q3: 12,983 shares; 2025Q4: 13,311 shares 13,311 $151K 0.01% +328 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,329 shares; 2024Q4: 117,859 shares; 2025Q1: 117,483 shares; 2025Q2: 4,639 shares; 2025Q3: 3,805 shares; 2025Q4: 3,837 shares 3,837 $150K 0.01% +32 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $150K 0.01% 0 Timeline SCZ 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: 1,939 shares; 2024Q4: 1,951 shares; 2025Q1: 1,951 shares; 2025Q2: 1,889 shares; 2025Q3: 1,889 shares; 2025Q4: 1,914 shares 1,914 $148K <0.01% +25 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,306 shares; 2025Q1: 2,314 shares; 2025Q2: 302 shares; 2025Q3: 547 shares; 2025Q4: 821 shares 821 $148K <0.01% +274 Timeline IYR 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: 4,968 shares; 2024Q4: 5,127 shares; 2025Q1: 2,211 shares; 2025Q2: 1,285 shares; 2025Q3: 1,562 shares; 2025Q4: 1,574 shares 1,574 $148K <0.01% +12 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: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 6,970 shares; 2025Q4: 6,970 shares 6,970 $147K <0.01% 0 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,500 shares; 2024Q4: 24,500 shares; 2025Q1: 24,500 shares; 2025Q2: 19,500 shares; 2025Q3: 19,500 shares; 2025Q4: 19,500 shares 19,500 $147K <0.01% 0 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: 905 shares; 2024Q4: 918 shares; 2025Q1: 924 shares; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $146K <0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,633 shares; 2024Q4: 69,649 shares; 2025Q1: 73,408 shares; 2025Q2: 5,184 shares; 2025Q3: 5,362 shares; 2025Q4: 5,380 shares 5,380 $146K <0.01% +18 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: 3,531 shares; 2024Q4: 3,479 shares; 2025Q1: 3,486 shares; 2025Q2: 1,855 shares; 2025Q3: 1,864 shares; 2025Q4: 2,836 shares 2,836 $146K <0.01% +972 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: 1,924 shares; 2024Q4: 2,044 shares; 2025Q1: 1,846 shares; 2025Q2: 26,478 shares; 2025Q3: 32,437 shares; 2025Q4: 3,632 shares 3,632 $146K <0.01% -28,805 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH 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: 3,900 shares 3,900 $146K <0.01% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 286 shares; 2025Q2: 507 shares; 2025Q3: 1,020 shares; 2025Q4: 633 shares 633 $146K <0.01% -387 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 453 shares; 2025Q1: 761 shares; 2025Q2: 661 shares; 2025Q3: 740 shares; 2025Q4: 693 shares 693 $143K <0.01% -47 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,380 shares; 2024Q4: 2,380 shares; 2025Q1: 2,424 shares; 2025Q2: 818 shares; 2025Q3: 817 shares; 2025Q4: 735 shares 735 $143K <0.01% -82 Timeline DJUN 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: 17,356 shares; 2024Q4: 17,357 shares; 2025Q1: 13,121 shares; 2025Q2: 6,895 shares; 2025Q3: 3,009 shares; 2025Q4: 3,009 shares 3,009 $142K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,921 shares; 2024Q4: 2,808 shares; 2025Q1: 2,144 shares; 2025Q2: 2,057 shares; 2025Q3: 2,384 shares; 2025Q4: 2,648 shares 2,648 $141K <0.01% +264 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: 2,323 shares; 2024Q4: 2,363 shares; 2025Q1: 2,363 shares; 2025Q2: 2,094 shares; 2025Q3: 2,174 shares; 2025Q4: 2,083 shares 2,083 $141K <0.01% -91 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: 9,600 shares; 2024Q4: 11,625 shares; 2025Q1: 4,938 shares; 2025Q2: 8,000 shares; 2025Q3: 4,627 shares; 2025Q4: 7,914 shares 7,914 $140K <0.01% +3,287 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,425 shares; 2024Q4: 8,400 shares; 2025Q1: 9,370 shares; 2025Q2: 7,606 shares; 2025Q3: 7,603 shares; 2025Q4: 7,458 shares 7,458 $139K <0.01% -145 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,643 shares; 2025Q1: 2,530 shares; 2025Q2: 2,378 shares; 2025Q3: 2,348 shares; 2025Q4: 2,113 shares 2,113 $138K <0.01% -235 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 3,199 shares; 2025Q1: 3,099 shares; 2025Q2: 1,624 shares; 2025Q3: 1,601 shares; 2025Q4: 1,601 shares 1,601 $138K <0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 1,071 shares; 2025Q1: 2,171 shares; 2025Q2: 1,071 shares; 2025Q3: 2,771 shares; 2025Q4: 2,500 shares 2,500 $138K <0.01% -271 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 2,825 shares; 2025Q1: 2,715 shares; 2025Q2: 2,715 shares; 2025Q3: 2,715 shares; 2025Q4: 2,672 shares 2,672 $137K <0.01% -43 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 2,078 shares; 2025Q4: 2,102 shares 2,102 $136K <0.01% +24 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 2,145 shares; 2025Q1: 1,973 shares; 2025Q2: 1,181 shares; 2025Q3: 1,406 shares; 2025Q4: 1,200 shares 1,200 $135K <0.01% -206 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: 4,753 shares; 2024Q4: 708 shares; 2025Q1: 888 shares; 2025Q2: 448 shares; 2025Q3: 383 shares; 2025Q4: 467 shares 467 $135K <0.01% +84 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,828 shares; 2025Q1: 1,859 shares; 2025Q2: 1,408 shares; 2025Q3: 1,239 shares; 2025Q4: 1,200 shares 1,200 $135K <0.01% -39 Timeline STIP 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: 7,646 shares; 2024Q4: 6,775 shares; 2025Q1: 2,656 shares; 2025Q2: 2,951 shares; 2025Q3: 2,074 shares; 2025Q4: 1,310 shares 1,310 $134K <0.01% -764 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: 4,290 shares; 2024Q4: 4,396 shares; 2025Q1: 6,357 shares; 2025Q2: 4,892 shares; 2025Q3: 4,703 shares; 2025Q4: 2,229 shares 2,229 $134K <0.01% -2,474 Timeline MNSB MAINSTREET BANCSHARES INC More: the full row for MAINSTREET BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,562 shares; 2024Q4: 6,562 shares; 2025Q1: 6,562 shares; 2025Q2: 6,562 shares; 2025Q3: 6,562 shares; 2025Q4: 6,562 shares 6,562 $134K <0.01% 0 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 685 shares; 2025Q1: 685 shares; 2025Q2: 697 shares; 2025Q3: 777 shares; 2025Q4: 765 shares 765 $133K <0.01% -12 Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,007 shares; 2024Q4: 7,007 shares; 2025Q1: 10,007 shares; 2025Q2: 10,007 shares; 2025Q3: 12,007 shares; 2025Q4: 12,007 shares 12,007 $133K <0.01% 0 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,831 shares; 2025Q1: 4,903 shares; 2025Q2: 4,958 shares; 2025Q3: 5,016 shares; 2025Q4: 5,095 shares 5,095 $133K <0.01% +79 Timeline BAUG 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: 5,394 shares; 2024Q4: 5,395 shares; 2025Q1: 5,395 shares; 2025Q2: 5,395 shares; 2025Q3: 2,642 shares; 2025Q4: 2,642 shares 2,642 $132K <0.01% 0 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,776 shares 4,776 $132K <0.01% new Timeline UCON 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: 53 shares; 2024Q4: 2,864 shares; 2025Q1: 5,068 shares; 2025Q2: 5,606 shares; 2025Q3: 5,228 shares; 2025Q4: 5,228 shares 5,228 $132K <0.01% 0 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,675 shares; 2025Q1: 1,671 shares; 2025Q2: 1,674 shares; 2025Q3: 1,675 shares; 2025Q4: 1,561 shares 1,561 $132K <0.01% -114 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: not reported; 2024Q4: 1,015 shares; 2025Q1: 1,174 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $131K <0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,215 shares; 2024Q4: 114,521 shares; 2025Q1: 6,482 shares; 2025Q2: 2,927 shares; 2025Q3: 2,927 shares; 2025Q4: 2,927 shares 2,927 $130K <0.01% 0 Timeline SMMV 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: 2,990 shares; 2024Q4: 2,990 shares; 2025Q1: 2,990 shares; 2025Q2: 2,990 shares; 2025Q3: 2,990 shares; 2025Q4: 2,990 shares 2,990 $130K <0.01% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: 2,669 shares; 2025Q1: 2,631 shares; 2025Q2: 1,089 shares; 2025Q3: 1,090 shares; 2025Q4: 1,092 shares 1,092 $130K <0.01% +2 Timeline SCHZ 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: 3,637 shares; 2024Q4: 6,605 shares; 2025Q1: 6,640 shares; 2025Q2: 5,524 shares; 2025Q3: 5,706 shares; 2025Q4: 5,522 shares 5,522 $129K <0.01% -184 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: 7,680 shares; 2024Q4: 5,130 shares; 2025Q1: 5,148 shares; 2025Q2: 5,089 shares; 2025Q3: 4,716 shares; 2025Q4: 2,119 shares 2,119 $129K <0.01% -2,597 Timeline ELMD ELECTROMED INC More: the full row for ELECTROMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,405 shares; 2025Q2: 5,405 shares; 2025Q3: 4,405 shares; 2025Q4: 4,405 shares 4,405 $128K <0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 1,242 shares; 2025Q1: 1,415 shares; 2025Q2: 1,015 shares; 2025Q3: 774 shares; 2025Q4: 694 shares 694 $128K <0.01% -80 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 618 shares 618 $127K <0.01% +490 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,147 shares; 2025Q1: 1,147 shares; 2025Q2: 1,147 shares; 2025Q3: 1,147 shares; 2025Q4: 1,151 shares 1,151 $126K <0.01% +4 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: 1,096 shares; 2025Q1: 1,090 shares; 2025Q2: 830 shares; 2025Q3: 1,371 shares; 2025Q4: 704 shares 704 $126K <0.01% -667 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: 12,329 shares; 2024Q4: 12,329 shares; 2025Q1: 12,329 shares; 2025Q2: 12,329 shares; 2025Q3: 12,329 shares; 2025Q4: 12,329 shares 12,329 $124K <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,248 shares; 2024Q4: 5,626 shares; 2025Q1: 5,845 shares; 2025Q2: 7,015 shares; 2025Q3: 6,331 shares; 2025Q4: 7,159 shares 7,159 $124K <0.01% +828 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 643 shares; 2025Q1: 655 shares; 2025Q2: 616 shares; 2025Q3: 678 shares; 2025Q4: 678 shares 678 $124K <0.01% 0 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 750 shares 750 $123K <0.01% +100 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,331 shares; 2025Q1: 31,331 shares; 2025Q2: 29,487 shares; 2025Q3: 23,337 shares; 2025Q4: 5,276 shares 5,276 $123K <0.01% -18,061 Timeline SOXL 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: 1,335 shares; 2024Q4: 1,308 shares; 2025Q1: 197,122 shares; 2025Q2: 1,924 shares; 2025Q3: 2,926 shares; 2025Q4: 2,926 shares 2,926 $123K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,296 shares; 2024Q4: 5,998 shares; 2025Q1: 7,424 shares; 2025Q2: 4,272 shares; 2025Q3: 4,314 shares; 2025Q4: 5,226 shares 5,226 $122K <0.01% +912 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,374 shares; 2024Q4: 6,391 shares; 2025Q1: 6,795 shares; 2025Q2: 6,800 shares; 2025Q3: 6,603 shares; 2025Q4: 6,427 shares 6,427 $122K <0.01% -176 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,823 shares; 2025Q1: 92,143 shares; 2025Q2: 21,372 shares; 2025Q3: 13,480 shares; 2025Q4: 4,197 shares 4,197 $121K <0.01% -9,283 Timeline HAUS 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: 6,800 shares; 2025Q4: 6,800 shares 6,800 $121K <0.01% 0 Timeline DGS 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: 2,975 shares; 2024Q4: 2,981 shares; 2025Q1: 2,863 shares; 2025Q2: 2,872 shares; 2025Q3: 1,862 shares; 2025Q4: 2,102 shares 2,102 $120K <0.01% +240 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 816 shares; 2025Q1: 818 shares; 2025Q2: 867 shares; 2025Q3: 868 shares; 2025Q4: 821 shares 821 $119K <0.01% -47 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,117 shares; 2025Q1: 682 shares; 2025Q2: 639 shares; 2025Q3: 679 shares; 2025Q4: 892 shares 892 $118K <0.01% +213 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,595 shares; 2024Q4: 38,290 shares; 2025Q1: 2,433 shares; 2025Q2: 1,406 shares; 2025Q3: 1,476 shares; 2025Q4: 1,139 shares 1,139 $117K <0.01% -337 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 425 shares; 2025Q1: 417 shares; 2025Q2: 314 shares; 2025Q3: 311 shares; 2025Q4: 331 shares 331 $117K <0.01% +20 Timeline XAGDX ABRDN GLOBAL DYNAMIC DIVIDEN More: the full row for ABRDN GLOBAL DYNAMIC DIVIDEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,887 shares; 2024Q4: 9,632 shares; 2025Q1: 9,270 shares; 2025Q2: 9,560 shares; 2025Q3: 9,823 shares; 2025Q4: 10,019 shares 10,019 $117K <0.01% +196 Timeline FXI 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: 12,898 shares; 2024Q4: 28,555 shares; 2025Q1: 10,255 shares; 2025Q2: 3,615 shares; 2025Q3: 3,412 shares; 2025Q4: 3,045 shares 3,045 $117K <0.01% -367 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 639 shares; 2025Q1: 541 shares; 2025Q2: 490 shares; 2025Q3: 488 shares; 2025Q4: 465 shares 465 $117K <0.01% -23 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 3,703 shares; 2025Q1: 3,121 shares; 2025Q2: 1,946 shares; 2025Q3: 1,650 shares; 2025Q4: 1,578 shares 1,578 $116K <0.01% -72 Timeline ESGE 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: 646 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 968 shares; 2025Q3: 1,035 shares; 2025Q4: 2,621 shares 2,621 $116K <0.01% +1,586 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,014 shares; 2024Q4: 4,084 shares; 2025Q1: 4,097 shares; 2025Q2: 4,111 shares; 2025Q3: 4,092 shares; 2025Q4: 4,034 shares 4,034 $116K <0.01% -58 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,242 shares; 2024Q4: 7,186 shares; 2025Q1: 6,928 shares; 2025Q2: 4,927 shares; 2025Q3: 5,084 shares; 2025Q4: 4,748 shares 4,748 $115K <0.01% -336 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,764 shares; 2024Q4: 12,569 shares; 2025Q1: 11,698 shares; 2025Q2: 3,319 shares; 2025Q3: 3,208 shares; 2025Q4: 3,162 shares 3,162 $115K <0.01% -46 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,432 shares; 2025Q1: 3,404 shares; 2025Q2: 2,399 shares; 2025Q3: 5,334 shares; 2025Q4: 4,684 shares 4,684 $114K <0.01% -650 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 5,218 shares; 2025Q1: 4,935 shares; 2025Q2: 93 shares; 2025Q3: 31 shares; 2025Q4: 223 shares 223 $114K <0.01% +192 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 197 shares 197 $114K <0.01% +98 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 8,350 shares; 2025Q2: 8,444 shares; 2025Q3: 8,350 shares; 2025Q4: 8,350 shares 8,350 $113K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 349 shares; 2025Q1: 376 shares; 2025Q2: 326 shares; 2025Q3: 367 shares; 2025Q4: 333 shares 333 $113K <0.01% -34 Timeline DAVE DAVE INC More: the full row for DAVE 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: 500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 509 shares 509 $113K <0.01% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,634 shares; 2024Q4: 112,593 shares; 2025Q1: 126,211 shares; 2025Q2: 110,858 shares; 2025Q3: 12,244 shares; 2025Q4: 3,387 shares 3,387 $112K <0.01% -8,857 Timeline IBMP 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: 125,878 shares; 2024Q4: 128,491 shares; 2025Q1: 130,545 shares; 2025Q2: 94,355 shares; 2025Q3: 92,625 shares; 2025Q4: 4,394 shares 4,394 $112K <0.01% -88,231 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,612 shares; 2025Q1: 73 shares; 2025Q2: 4,573 shares; 2025Q3: 7,986 shares; 2025Q4: 7,873 shares 7,873 $112K <0.01% -113 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 100 shares; 2025Q1: 829 shares; 2025Q2: 512 shares; 2025Q3: 41 shares; 2025Q4: 33 shares 33 $111K <0.01% -8 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 12,894 shares; 2025Q1: 1,275 shares; 2025Q2: 1,179 shares; 2025Q3: 1,193 shares; 2025Q4: 1,711 shares 1,711 $111K <0.01% +518 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: 127 shares; 2024Q4: 146 shares; 2025Q1: 134 shares; 2025Q2: 132 shares; 2025Q3: 137 shares; 2025Q4: 1,126 shares 1,126 $111K <0.01% +989 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,264 shares; 2025Q1: 2,224 shares; 2025Q2: 2,098 shares; 2025Q3: 1,950 shares; 2025Q4: 2,267 shares 2,267 $111K <0.01% +317 Timeline FIVA 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: 9,857 shares; 2024Q4: 6,573 shares; 2025Q1: 6,210 shares; 2025Q2: 3,540 shares; 2025Q3: 3,240 shares; 2025Q4: 3,240 shares 3,240 $111K <0.01% 0 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,951 shares; 2024Q4: 3,923 shares; 2025Q1: 3,972 shares; 2025Q2: 4,003 shares; 2025Q3: 3,943 shares; 2025Q4: 3,969 shares 3,969 $110K <0.01% +26 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 158 shares; 2025Q1: 176 shares; 2025Q2: 2,061 shares; 2025Q3: 1,346 shares; 2025Q4: 1,265 shares 1,265 $110K <0.01% -81 Timeline AOR 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: 1,691 shares; 2024Q4: 1,691 shares; 2025Q1: 1,691 shares; 2025Q2: 1,691 shares; 2025Q3: 1,691 shares; 2025Q4: 1,691 shares 1,691 $110K <0.01% 0 Timeline GDXU BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,250 shares; 2025Q2: 800 shares; 2025Q3: 1,457 shares; 2025Q4: 450 shares 450 $110K <0.01% -1,007 Timeline DAN DANA INC More: the full row for DANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,394 shares; 2024Q4: 4,437 shares; 2025Q1: 4,468 shares; 2025Q2: 4,495 shares; 2025Q3: 4,517 shares; 2025Q4: 4,537 shares 4,537 $108K <0.01% +20 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 989 shares; 2025Q1: 1,144 shares; 2025Q2: 1,624 shares; 2025Q3: 606 shares; 2025Q4: 1,527 shares 1,527 $108K <0.01% +921 Timeline NORW 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: 3,556 shares; 2024Q4: 3,556 shares; 2025Q1: 3,555 shares; 2025Q2: 12,468 shares; 2025Q3: 3,555 shares; 2025Q4: 3,555 shares 3,555 $107K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 943 shares; 2025Q1: 1,267 shares; 2025Q2: 695 shares; 2025Q3: 483 shares; 2025Q4: 490 shares 490 $106K <0.01% +7 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 253 shares; 2025Q1: 388 shares; 2025Q2: 60,861 shares; 2025Q3: 1,520 shares; 2025Q4: 1,984 shares 1,984 $106K <0.01% +464 Timeline COHN COHEN & CO INC NEW More: the full row for COHEN & CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares 4,500 $106K <0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 2,055 shares; 2025Q1: 3,052 shares; 2025Q2: 2,997 shares; 2025Q3: 2,316 shares; 2025Q4: 1,646 shares 1,646 $106K <0.01% -670 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 7,371 shares; 2025Q1: 2,391 shares; 2025Q2: 4,549 shares; 2025Q3: 5,499 shares; 2025Q4: 430 shares 430 $106K <0.01% -5,069 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,331 shares; 2024Q4: 2,390 shares; 2025Q1: 2,677 shares; 2025Q2: 2,367 shares; 2025Q3: 2,547 shares; 2025Q4: 2,314 shares 2,314 $106K <0.01% -233 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,398 shares; 2024Q4: 3,323 shares; 2025Q1: 2,791 shares; 2025Q2: 1,013 shares; 2025Q3: 875 shares; 2025Q4: 775 shares 775 $106K <0.01% -100 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 1,033 shares; 2025Q1: 1,032 shares; 2025Q2: 1,033 shares; 2025Q3: 983 shares; 2025Q4: 903 shares 903 $105K <0.01% -80 Timeline FXL 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: 21,773 shares; 2024Q4: 20,803 shares; 2025Q1: 20,653 shares; 2025Q2: 626 shares; 2025Q3: 626 shares; 2025Q4: 626 shares 626 $105K <0.01% 0 Timeline PVLA PALVELLA THERAPEUTICS INC NE More: the full row for PALVELLA THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,516 shares; 2025Q2: 2,516 shares; 2025Q3: 1,016 shares; 2025Q4: 1,000 shares 1,000 $105K <0.01% -16 Timeline FPX 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: 638 shares; 2024Q4: 638 shares; 2025Q1: 638 shares; 2025Q2: 638 shares; 2025Q3: not reported; 2025Q4: 638 shares 638 $104K <0.01% new 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: 349 shares; 2024Q4: 349 shares; 2025Q1: 1,902 shares; 2025Q2: 1,254 shares; 2025Q3: 1,405 shares; 2025Q4: 1,608 shares 1,608 $104K <0.01% +203 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: 1,331 shares; 2025Q1: 1,331 shares; 2025Q2: 1,333 shares; 2025Q3: 1,367 shares; 2025Q4: 726 shares 726 $104K <0.01% -641 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $104K <0.01% 0 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF 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: 2,000 shares 2,000 $103K <0.01% new Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 528 shares; 2025Q1: 564 shares; 2025Q2: 598 shares; 2025Q3: 590 shares; 2025Q4: 569 shares 569 $103K <0.01% -21 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 3,273 shares; 2025Q1: 1,460 shares; 2025Q2: 2,414 shares; 2025Q3: 1,247 shares; 2025Q4: 1,339 shares 1,339 $103K <0.01% +92 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: 11,849 shares; 2024Q4: 11,892 shares; 2025Q1: 11,914 shares; 2025Q2: 11,949 shares; 2025Q3: 11,986 shares; 2025Q4: 10,041 shares 10,041 $102K <0.01% -1,945 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $102K <0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 55 shares; 2025Q1: 57 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 353 shares 353 $100K <0.01% +295 Timeline BLACKROCK MUN INCOME TR BLACKROCK MUN INCOME TR More: the full row for BLACKROCK MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $100K <0.01% 0 VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 202 shares; 2025Q1: 277 shares; 2025Q2: 295 shares; 2025Q3: 20,964 shares; 2025Q4: 448 shares 448 $100K <0.01% -20,516 Timeline ACWI 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: 2,813 shares; 2024Q4: 2,814 shares; 2025Q1: 2,814 shares; 2025Q2: 1,053 shares; 2025Q3: 1,053 shares; 2025Q4: 703 shares 703 $99.5K <0.01% -350 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 134 shares; 2025Q1: 137 shares; 2025Q2: 136 shares; 2025Q3: 181 shares; 2025Q4: 222 shares 222 $98.6K <0.01% +41 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,004 shares; 2024Q4: 9,219 shares; 2025Q1: 10,342 shares; 2025Q2: 10,573 shares; 2025Q3: 10,812 shares; 2025Q4: 11,063 shares 11,063 $98.5K <0.01% +251 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,546 shares; 2025Q1: 2,802 shares; 2025Q2: 1,337 shares; 2025Q3: 1,258 shares; 2025Q4: 1,272 shares 1,272 $98.4K <0.01% +14 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 3,033 shares; 2025Q1: 3,431 shares; 2025Q2: 419 shares; 2025Q3: 475 shares; 2025Q4: 472 shares 472 $97.7K <0.01% -3 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,139 shares; 2025Q3: 1,150 shares; 2025Q4: 1,159 shares 1,159 $97.6K <0.01% +9 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED 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: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $97.3K <0.01% 0 Timeline VFH 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: 1,839 shares; 2024Q4: 2,320 shares; 2025Q1: 1,431 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 725 shares 725 $96.8K <0.01% 0 Timeline