EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5,163 shares; 2024Q4: 5,163 shares; 2025Q1: 5,163 shares 5,163 $256K 0.02% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 262 shares; 2024Q3: 394 shares; 2024Q4: 470 shares; 2025Q1: 904 shares 904 $256K 0.02% +434 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,134 shares; 2024Q3: 8,134 shares; 2024Q4: 8,919 shares; 2025Q1: 12,552 shares 12,552 $256K 0.02% +3,633 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 987 shares; 2024Q3: 987 shares; 2024Q4: 977 shares; 2025Q1: 977 shares 977 $256K 0.02% 0 Timeline EFNL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,942 shares 6,942 $255K 0.02% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 686 shares; 2024Q3: 1,083 shares; 2024Q4: 1,087 shares; 2025Q1: 1,038 shares 1,038 $253K 0.02% -49 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,933 shares; 2024Q3: 5,955 shares; 2024Q4: 6,211 shares; 2025Q1: 6,414 shares 6,414 $253K 0.02% +203 Timeline EWN ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,049 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,386 shares 5,386 $252K 0.02% new Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,654 shares; 2024Q3: 14,654 shares; 2024Q4: 14,654 shares; 2025Q1: 14,951 shares 14,951 $251K 0.02% +297 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,157 shares; 2024Q3: 3,827 shares; 2024Q4: 2,628 shares; 2025Q1: 2,486 shares 2,486 $250K 0.02% -142 Timeline FBOT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,330 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,573 shares 9,573 $249K 0.02% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 106 shares; 2024Q3: 51 shares; 2024Q4: 65 shares; 2025Q1: 65 shares 65 $248K 0.02% 0 Timeline CGCB 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,927 shares; 2025Q1: 9,410 shares 9,410 $247K 0.02% -1,517 Timeline BINC 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,147 shares; 2024Q3: 7,689 shares; 2024Q4: 19,817 shares; 2025Q1: 4,714 shares 4,714 $247K 0.02% -15,103 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,364 shares; 2024Q3: 10,781 shares; 2024Q4: 10,344 shares; 2025Q1: 6,361 shares 6,361 $247K 0.02% -3,983 Timeline JULJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 580 shares; 2024Q3: 10,430 shares; 2024Q4: 9,887 shares; 2025Q1: 9,915 shares 9,915 $246K 0.02% +28 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,620 shares; 2024Q4: 6,620 shares; 2025Q1: 6,710 shares 6,710 $245K 0.02% +90 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,687 shares; 2024Q3: 1,899 shares; 2024Q4: 687 shares; 2025Q1: 4,059 shares 4,059 $243K 0.02% +3,372 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,412 shares; 2024Q3: 3,247 shares; 2024Q4: 3,247 shares; 2025Q1: 2,979 shares 2,979 $242K 0.02% -268 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,615 shares; 2024Q3: 3,491 shares; 2024Q4: 4,259 shares; 2025Q1: 3,807 shares 3,807 $242K 0.02% -452 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,589 shares; 2024Q3: 2,617 shares; 2024Q4: 2,582 shares; 2025Q1: 2,520 shares 2,520 $240K 0.02% -62 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,255 shares; 2024Q3: 1,635 shares; 2024Q4: 1,636 shares; 2025Q1: 1,626 shares 1,626 $239K 0.02% -10 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,680 shares; 2024Q3: 1,682 shares; 2024Q4: 6,401 shares; 2025Q1: 1,272 shares 1,272 $239K 0.02% -5,129 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 36,151 shares; 2024Q3: 12,893 shares; 2024Q4: 11,400 shares; 2025Q1: 10,807 shares 10,807 $239K 0.02% -593 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,081 shares; 2024Q3: 2,080 shares; 2024Q4: 911 shares; 2025Q1: 899 shares 899 $238K 0.02% -12 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,650 shares; 2024Q3: 2,058 shares; 2024Q4: 1,436 shares; 2025Q1: 1,187 shares 1,187 $238K 0.02% -249 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,535 shares; 2024Q3: 13,835 shares; 2024Q4: 13,410 shares; 2025Q1: 11,954 shares 11,954 $233K 0.02% -1,456 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 408 shares; 2024Q3: 412 shares; 2024Q4: 445 shares; 2025Q1: 408 shares 408 $233K 0.02% -37 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,276 shares; 2024Q3: 1,333 shares; 2024Q4: 2,711 shares; 2025Q1: 2,725 shares 2,725 $233K 0.02% +14 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 372 shares; 2024Q3: 2,672 shares; 2024Q4: 2,717 shares; 2025Q1: 2,776 shares 2,776 $232K 0.02% +59 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,655 shares; 2024Q3: 2,955 shares; 2024Q4: 6,165 shares; 2025Q1: 6,790 shares 6,790 $231K 0.02% +625 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,267 shares; 2024Q3: 2,288 shares; 2024Q4: 1,846 shares; 2025Q1: 2,184 shares 2,184 $230K 0.02% +338 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,957 shares; 2024Q3: 5,963 shares; 2024Q4: 5,969 shares; 2025Q1: 7,240 shares 7,240 $228K 0.02% +1,271 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,554 shares; 2024Q3: 5,905 shares; 2024Q4: 5,930 shares; 2025Q1: 6,260 shares 6,260 $228K 0.02% +330 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 462 shares; 2024Q3: 516 shares; 2024Q4: 1,072 shares; 2025Q1: 1,139 shares 1,139 $225K 0.02% +67 Timeline 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,149 shares; 2024Q3: 1,118 shares; 2024Q4: 961 shares; 2025Q1: 961 shares 961 $223K 0.02% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,234 shares; 2024Q3: 1,131 shares; 2024Q4: 1,131 shares; 2025Q1: 3,277 shares 3,277 $222K 0.02% +2,146 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,081 shares; 2024Q3: 5,827 shares; 2024Q4: 5,827 shares; 2025Q1: 3,707 shares 3,707 $222K 0.02% -2,120 Timeline DSEP 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,432 shares; 2024Q3: 6,043 shares; 2024Q4: 6,043 shares; 2025Q1: 5,577 shares 5,577 $221K 0.02% -466 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,891 shares; 2024Q3: 2,786 shares; 2024Q4: 2,202 shares; 2025Q1: 2,151 shares 2,151 $220K 0.02% -51 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,666 shares; 2024Q3: 1,666 shares; 2024Q4: 1,694 shares; 2025Q1: 1,693 shares 1,693 $220K 0.02% -1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,704 shares; 2024Q3: 7,301 shares; 2024Q4: 6,797 shares; 2025Q1: 5,788 shares 5,788 $217K 0.02% -1,009 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 914 shares; 2024Q3: 916 shares; 2024Q4: 896 shares; 2025Q1: 931 shares 931 $217K 0.02% +35 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,220 shares 4,220 $217K 0.02% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,475 shares; 2024Q3: 2,475 shares; 2024Q4: 2,310 shares; 2025Q1: 3,022 shares 3,022 $214K 0.02% +712 Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,913 shares; 2025Q1: 2,820 shares 2,820 $213K 0.02% -93 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,578 shares; 2024Q3: 12,468 shares; 2024Q4: 7,550 shares; 2025Q1: 5,686 shares 5,686 $213K 0.02% -1,864 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,540 shares; 2024Q3: 13,758 shares; 2024Q4: 12,438 shares; 2025Q1: 11,077 shares 11,077 $211K 0.02% -1,361 Timeline MSFO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,005 shares; 2024Q3: 13,896 shares; 2024Q4: 13,896 shares; 2025Q1: 13,442 shares 13,442 $211K 0.02% -454 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,896 shares; 2024Q3: 14,241 shares; 2024Q4: 13,951 shares; 2025Q1: 10,818 shares 10,818 $210K 0.02% -3,133 BIV 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,898 shares; 2024Q3: 3,925 shares; 2024Q4: 2,820 shares; 2025Q1: 2,744 shares 2,744 $210K 0.02% -76 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 982 shares; 2024Q3: 924 shares; 2024Q4: 813 shares; 2025Q1: 1,013 shares 1,013 $210K 0.02% +200 Timeline FVD 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,843 shares; 2024Q3: 4,885 shares; 2024Q4: 4,771 shares; 2025Q1: 4,643 shares 4,643 $207K 0.02% -128 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 364 shares; 2024Q3: 364 shares; 2024Q4: 846 shares; 2025Q1: 994 shares 994 $206K 0.02% +148 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,281 shares; 2024Q3: 3,659 shares; 2024Q4: 4,955 shares; 2025Q1: 1,876 shares 1,876 $205K 0.02% -3,079 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,534 shares; 2025Q1: 2,673 shares 2,673 $205K 0.02% +139 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,687 shares; 2024Q3: 8,668 shares; 2024Q4: 11,651 shares; 2025Q1: 2,832 shares 2,832 $204K 0.02% -8,819 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20,592 shares; 2024Q3: 20,045 shares; 2024Q4: 17,845 shares; 2025Q1: 4,870 shares 4,870 $202K 0.02% -12,975 Timeline EWO ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,986 shares 7,986 $201K 0.02% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,731 shares; 2024Q3: 3,238 shares; 2024Q4: 2,882 shares; 2025Q1: 2,137 shares 2,137 $200K 0.02% -745 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,562 shares; 2024Q3: 2,562 shares; 2024Q4: 2,562 shares; 2025Q1: 2,567 shares 2,567 $200K 0.02% +5 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares 5,000 $200K 0.02% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,723 shares; 2024Q3: 10,141 shares; 2024Q4: 9,654 shares; 2025Q1: 9,389 shares 9,389 $199K 0.02% -265 Timeline GNOV 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,528 shares; 2024Q3: 3,628 shares; 2024Q4: 5,435 shares; 2025Q1: 5,755 shares 5,755 $197K 0.02% +320 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 217 shares; 2024Q3: 224 shares; 2024Q4: 103 shares; 2025Q1: 297 shares 297 $197K 0.02% +194 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,280 shares; 2024Q3: 3,509 shares; 2024Q4: 3,515 shares; 2025Q1: 3,476 shares 3,476 $197K 0.02% -39 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,211 shares; 2024Q3: 10,057 shares; 2024Q4: 4,618 shares; 2025Q1: 3,717 shares 3,717 $196K 0.02% -901 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,005 shares; 2024Q3: 9,005 shares; 2024Q4: 7,635 shares; 2025Q1: 7,635 shares 7,635 $195K 0.02% 0 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,579 shares; 2024Q3: 2,590 shares; 2024Q4: 2,451 shares; 2025Q1: 2,008 shares 2,008 $195K 0.02% -443 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,085 shares; 2024Q3: 20,118 shares; 2024Q4: 10,034 shares; 2025Q1: 8,081 shares 8,081 $195K 0.02% -1,953 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,894 shares; 2024Q3: 1,979 shares; 2024Q4: 1,941 shares; 2025Q1: 1,829 shares 1,829 $193K 0.02% -112 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,600 shares; 2024Q3: 16,600 shares; 2024Q4: 16,600 shares; 2025Q1: 16,600 shares 16,600 $193K 0.02% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,814 shares; 2024Q3: 2,798 shares; 2024Q4: 2,704 shares; 2025Q1: 2,529 shares 2,529 $192K 0.02% -175 Timeline BUR BURFORD CAPITAL LIMITED More: the full row for BURFORD CAPITAL LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,300 shares; 2024Q4: 9,000 shares; 2025Q1: 14,500 shares 14,500 $192K 0.02% +5,500 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 49,290 shares; 2024Q3: 23,128 shares; 2024Q4: 12,535 shares; 2025Q1: 5,800 shares 5,800 $191K 0.02% -6,735 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,790 shares; 2024Q3: 2,212 shares; 2024Q4: 2,208 shares; 2025Q1: 1,938 shares 1,938 $191K 0.02% -270 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,800 shares; 2024Q3: 3,000 shares; 2024Q4: 5,960 shares; 2025Q1: 7,935 shares 7,935 $191K 0.02% +1,975 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,594 shares; 2024Q3: 2,128 shares; 2024Q4: 1,697 shares; 2025Q1: 1,408 shares 1,408 $190K 0.02% -289 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,895 shares 4,895 $188K 0.02% new Timeline PFI 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,477 shares; 2025Q1: 3,477 shares 3,477 $186K 0.02% -5,000 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,454 shares; 2024Q3: 6,467 shares; 2024Q4: 4,178 shares; 2025Q1: 4,104 shares 4,104 $186K 0.02% -74 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,116 shares; 2024Q3: 2,082 shares; 2024Q4: 5,056 shares; 2025Q1: 2,013 shares 2,013 $183K 0.02% -3,043 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,379 shares; 2024Q3: 125,133 shares; 2024Q4: 126,828 shares; 2025Q1: 8,028 shares 8,028 $182K 0.02% -118,800 Timeline FBCV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,754 shares; 2024Q3: 5,460 shares; 2024Q4: 5,470 shares; 2025Q1: 5,686 shares 5,686 $182K 0.02% +216 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,385 shares; 2024Q3: 4,222 shares; 2024Q4: 3,716 shares; 2025Q1: 3,631 shares 3,631 $182K 0.02% -85 Timeline XBAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,520 shares; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 5,180 shares 5,180 $181K 0.02% -1,320 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,705 shares; 2024Q3: 3,783 shares; 2024Q4: 3,891 shares; 2025Q1: 3,220 shares 3,220 $180K 0.02% -671 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,800 shares; 2024Q3: 1,373 shares; 2024Q4: 1,775 shares; 2025Q1: 1,302 shares 1,302 $179K 0.02% -473 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,047 shares; 2024Q3: 8,047 shares; 2024Q4: 8,047 shares; 2025Q1: 5,000 shares 5,000 $179K 0.02% -3,047 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 264 shares; 2024Q3: 272 shares; 2024Q4: 290 shares; 2025Q1: 484 shares 484 $179K 0.02% +194 Timeline SPGP 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,621 shares; 2024Q4: 1,619 shares; 2025Q1: 1,779 shares 1,779 $178K 0.02% +160 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,323 shares; 2024Q3: 1,332 shares; 2024Q4: 1,340 shares; 2025Q1: 1,348 shares 1,348 $178K 0.02% +8 Timeline CGMU 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,731 shares; 2024Q3: 6,731 shares; 2024Q4: 6,731 shares; 2025Q1: 6,583 shares 6,583 $177K 0.02% -148 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,082 shares; 2024Q3: 5,082 shares; 2024Q4: 5,082 shares; 2025Q1: 6,932 shares 6,932 $176K 0.02% +1,850 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,857 shares; 2024Q3: 6,805 shares; 2024Q4: 6,805 shares; 2025Q1: 6,580 shares 6,580 $175K 0.02% -225 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,813 shares; 2024Q3: 2,817 shares; 2024Q4: 2,719 shares; 2025Q1: 2,208 shares 2,208 $174K 0.02% -511 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,185 shares; 2024Q3: 2,035 shares; 2024Q4: 2,092 shares; 2025Q1: 1,867 shares 1,867 $172K 0.02% -225 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,382 shares; 2024Q3: 3,348 shares; 2024Q4: 3,135 shares; 2025Q1: 2,532 shares 2,532 $172K 0.02% -603 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,141 shares; 2024Q3: 1,157 shares; 2024Q4: 1,157 shares; 2025Q1: 1,075 shares 1,075 $172K 0.02% -82 BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,377 shares; 2024Q3: 2,186 shares; 2024Q4: 2,196 shares; 2025Q1: 1,861 shares 1,861 $171K 0.02% -335 Timeline FMAR 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,780 shares; 2024Q3: 3,036 shares; 2024Q4: 3,036 shares; 2025Q1: 4,036 shares 4,036 $170K 0.02% +1,000 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,449 shares; 2024Q3: 16,023 shares; 2024Q4: 16,226 shares; 2025Q1: 21,143 shares 21,143 $170K 0.02% +4,917 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,361 shares; 2024Q3: 2,361 shares; 2024Q4: 2,116 shares; 2025Q1: 2,116 shares 2,116 $170K 0.02% 0 Timeline QMNV 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,172 shares; 2025Q1: 8,672 shares 8,672 $170K 0.02% +6,500 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,213 shares; 2024Q3: 6,343 shares; 2024Q4: 7,363 shares; 2025Q1: 6,363 shares 6,363 $170K 0.02% -1,000 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,486 shares; 2024Q3: 2,486 shares; 2024Q4: 2,486 shares; 2025Q1: 2,486 shares 2,486 $169K 0.02% 0 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,727 shares; 2024Q3: 2,727 shares; 2024Q4: 3,354 shares; 2025Q1: 3,354 shares 3,354 $169K 0.02% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,496 shares; 2024Q3: 1,496 shares; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares 1,496 $169K 0.02% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,151 shares; 2024Q3: 2,155 shares; 2024Q4: 969 shares; 2025Q1: 969 shares 969 $168K 0.02% 0 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,000 shares; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares 16,000 $168K 0.02% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,940 shares; 2024Q3: 7,014 shares; 2024Q4: 7,111 shares; 2025Q1: 7,160 shares 7,160 $168K 0.01% +49 Timeline IRTR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,334 shares; 2025Q1: 5,872 shares 5,872 $167K 0.01% +2,538 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,797 shares; 2024Q3: 8,797 shares; 2024Q4: 8,797 shares; 2025Q1: 10,297 shares 10,297 $167K 0.01% +1,500 Timeline IBAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,125 shares; 2025Q1: 7,792 shares 7,792 $165K 0.01% -333 Timeline XHYD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,380 shares; 2024Q3: 4,380 shares; 2024Q4: 4,380 shares; 2025Q1: 4,380 shares 4,380 $165K 0.01% 0 Timeline XHYI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,380 shares; 2024Q3: 4,380 shares; 2024Q4: 4,380 shares; 2025Q1: 4,380 shares 4,380 $164K 0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 80 shares; 2024Q3: 93 shares; 2024Q4: 103 shares; 2025Q1: 121 shares 121 $163K 0.01% +18 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 163 shares; 2024Q3: 408 shares; 2024Q4: 609 shares; 2025Q1: 616 shares 616 $163K 0.01% +7 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 861 shares; 2025Q1: 4,454 shares 4,454 $163K 0.01% +3,593 Timeline EOI 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,938 shares; 2024Q3: 8,594 shares; 2024Q4: 8,594 shares; 2025Q1: 8,594 shares 8,594 $161K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,937 shares; 2024Q3: 10,112 shares; 2024Q4: 8,362 shares; 2025Q1: 7,888 shares 7,888 $160K 0.01% -474 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,516 shares; 2024Q3: 2,336 shares; 2024Q4: 2,362 shares; 2025Q1: 5,996 shares 5,996 $160K 0.01% +3,634 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,585 shares; 2024Q4: 4,978 shares; 2025Q1: 5,178 shares 5,178 $159K 0.01% +200 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 154 shares; 2024Q3: 136 shares; 2024Q4: 250 shares; 2025Q1: 798 shares 798 $158K 0.01% +548 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,400 shares; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 19,200 shares 19,200 $158K 0.01% +16,900 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,803 shares; 2024Q3: 4,803 shares; 2024Q4: 4,803 shares; 2025Q1: 4,128 shares 4,128 $157K 0.01% -675 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,077 shares; 2024Q3: 4,077 shares; 2024Q4: 4,577 shares; 2025Q1: 5,477 shares 5,477 $155K 0.01% +900 Timeline SHYM 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 485 shares; 2024Q3: 3,932 shares; 2024Q4: 7,445 shares; 2025Q1: 6,809 shares 6,809 $154K 0.01% -636 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,645 shares; 2024Q3: 17,216 shares; 2024Q4: 16,645 shares; 2025Q1: 13,445 shares 13,445 $154K 0.01% -3,200 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 2,067 shares 2,067 $153K 0.01% +2,042 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,926 shares; 2024Q3: 13,135 shares; 2024Q4: 13,343 shares; 2025Q1: 13,563 shares 13,563 $152K 0.01% +220 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,928 shares; 2024Q3: 14,919 shares; 2024Q4: 7,757 shares; 2025Q1: 7,785 shares 7,785 $152K 0.01% +28 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,074 shares; 2024Q4: 1,074 shares; 2025Q1: 1,074 shares 1,074 $152K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 51 shares; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 1,390 shares 1,390 $151K 0.01% +1,339 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,612 shares; 2024Q3: 3,363 shares; 2024Q4: 3,363 shares; 2025Q1: 3,149 shares 3,149 $151K 0.01% -214 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,800 shares; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares 4,800 $150K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,188 shares; 2024Q3: 8,240 shares; 2024Q4: 5,096 shares; 2025Q1: 5,132 shares 5,132 $150K 0.01% +36 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,131 shares 10,131 $149K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 33,499 shares; 2024Q3: 40,674 shares; 2024Q4: 20,243 shares; 2025Q1: 14,762 shares 14,762 $148K 0.01% -5,481 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 872 shares; 2024Q3: 942 shares; 2024Q4: 1,256 shares; 2025Q1: 1,256 shares 1,256 $148K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,081 shares; 2024Q3: 2,152 shares; 2024Q4: 2,149 shares; 2025Q1: 649 shares 649 $147K 0.01% -1,500 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,100 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares 250 $145K 0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 189 shares; 2024Q3: 2,363 shares; 2024Q4: 2,359 shares; 2025Q1: 2,357 shares 2,357 $145K 0.01% -2 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,876 shares; 2024Q3: 22,016 shares; 2024Q4: 22,016 shares; 2025Q1: 3,406 shares 3,406 $145K 0.01% -18,610 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,143 shares; 2024Q3: 894 shares; 2024Q4: 894 shares; 2025Q1: 945 shares 945 $144K 0.01% +51 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 621 shares; 2024Q3: 752 shares; 2024Q4: 658 shares; 2025Q1: 555 shares 555 $144K 0.01% -103 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 14,622 shares; 2024Q4: 7,672 shares; 2025Q1: 7,828 shares 7,828 $143K 0.01% +156 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,642 shares; 2024Q3: 13,926 shares; 2024Q4: 14,158 shares; 2025Q1: 2,024 shares 2,024 $141K 0.01% -12,134 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,143 shares; 2025Q1: 3,019 shares 3,019 $141K 0.01% -5,124 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,464 shares; 2024Q4: 1,464 shares; 2025Q1: 1,464 shares 1,464 $140K 0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,772 shares; 2024Q3: 1,778 shares; 2024Q4: 1,692 shares; 2025Q1: 1,332 shares 1,332 $140K 0.01% -360 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,542 shares; 2024Q3: 3,732 shares; 2024Q4: 5,302 shares; 2025Q1: 4,679 shares 4,679 $139K 0.01% -623 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,690 shares; 2024Q3: 1,537 shares; 2024Q4: 11,089 shares; 2025Q1: 2,116 shares 2,116 $138K 0.01% -8,973 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,817 shares; 2025Q1: 5,773 shares 5,773 $137K 0.01% -8,044 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,354 shares; 2024Q3: 1,372 shares; 2024Q4: 788 shares; 2025Q1: 667 shares 667 $137K 0.01% -121 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,022 shares; 2024Q3: 7,973 shares; 2024Q4: 7,973 shares; 2025Q1: 6,760 shares 6,760 $137K 0.01% -1,213 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 838 shares; 2024Q3: 709 shares; 2024Q4: 637 shares; 2025Q1: 536 shares 536 $136K 0.01% -101 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,176 shares; 2024Q3: 3,186 shares; 2024Q4: 2,061 shares; 2025Q1: 2,061 shares 2,061 $136K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 553 shares; 2024Q3: 696 shares; 2024Q4: 800 shares; 2025Q1: 790 shares 790 $136K 0.01% -10 Timeline FTQI 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 7,200 shares 7,200 $136K 0.01% +5,200 Timeline XMHQ 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,226 shares; 2025Q1: 1,477 shares 1,477 $135K 0.01% -749 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,294 shares; 2024Q3: 4,247 shares; 2024Q4: 5,787 shares; 2025Q1: 6,824 shares 6,824 $135K 0.01% +1,037 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,487 shares; 2024Q3: 3,122 shares; 2024Q4: 2,879 shares; 2025Q1: 2,832 shares 2,832 $134K 0.01% -47 Timeline XTAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,325 shares; 2024Q4: 3,751 shares; 2025Q1: 3,751 shares 3,751 $133K 0.01% 0 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,351 shares; 2024Q3: 2,354 shares; 2024Q4: 2,356 shares; 2025Q1: 2,359 shares 2,359 $133K 0.01% +3 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,230 shares; 2024Q3: 3,455 shares; 2024Q4: 3,542 shares; 2025Q1: 2,800 shares 2,800 $132K 0.01% -742 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,938 shares; 2024Q3: 1,938 shares; 2024Q4: 2,938 shares; 2025Q1: 2,860 shares 2,860 $131K 0.01% -78 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8 shares; 2024Q3: 45 shares; 2024Q4: 37 shares; 2025Q1: 1,786 shares 1,786 $131K 0.01% +1,749 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,978 shares; 2024Q3: 6,994 shares; 2024Q4: 6,900 shares; 2025Q1: 6,918 shares 6,918 $130K 0.01% +18 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 539 shares; 2024Q3: 727 shares; 2024Q4: 413 shares; 2025Q1: 426 shares 426 $130K 0.01% +13 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,721 shares; 2024Q3: 1,742 shares; 2024Q4: 1,683 shares; 2025Q1: 1,873 shares 1,873 $129K 0.01% +190 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11 shares; 2024Q3: 11 shares; 2024Q4: 350 shares; 2025Q1: 350 shares 350 $129K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,495 shares; 2024Q3: 7,895 shares; 2024Q4: 3,866 shares; 2025Q1: 3,357 shares 3,357 $129K 0.01% -509 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 300 shares; 2024Q3: 1,129 shares; 2024Q4: 1,129 shares; 2025Q1: 2,010 shares 2,010 $128K 0.01% +881 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,534 shares; 2024Q3: 1,537 shares; 2024Q4: 1,539 shares; 2025Q1: 1,544 shares 1,544 $128K 0.01% +5 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 303 shares; 2024Q3: 303 shares; 2024Q4: 283 shares; 2025Q1: 303 shares 303 $127K 0.01% +20 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,445 shares; 2024Q3: 5,175 shares; 2024Q4: 4,690 shares; 2025Q1: 4,690 shares 4,690 $127K 0.01% 0 Timeline JULH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 5,200 shares; 2024Q4: 5,032 shares; 2025Q1: 5,065 shares 5,065 $126K 0.01% +33 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,624 shares; 2024Q3: 8,624 shares; 2024Q4: 8,224 shares; 2025Q1: 11,224 shares 11,224 $126K 0.01% +3,000 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16 shares; 2024Q3: 160 shares; 2024Q4: 434 shares; 2025Q1: 434 shares 434 $125K 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,700 shares; 2024Q3: 785 shares; 2024Q4: 526 shares; 2025Q1: 492 shares 492 $125K 0.01% -34 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,024 shares; 2024Q3: 2,024 shares; 2024Q4: 2,497 shares; 2025Q1: 2,997 shares 2,997 $124K 0.01% +500 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,115 shares; 2024Q3: 1,120 shares; 2024Q4: 1,142 shares; 2025Q1: 1,146 shares 1,146 $124K 0.01% +4 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 958 shares; 2024Q3: 1,358 shares; 2024Q4: 1,426 shares; 2025Q1: 1,186 shares 1,186 $124K 0.01% -240 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,276 shares; 2024Q3: 2,276 shares; 2024Q4: 351 shares; 2025Q1: 242 shares 242 $124K 0.01% -109 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,711 shares; 2024Q3: 1,739 shares; 2024Q4: 1,712 shares; 2025Q1: 1,712 shares 1,712 $124K 0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 382 shares; 2024Q3: 388 shares; 2024Q4: 374 shares; 2025Q1: 373 shares 373 $123K 0.01% -1 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,325 shares; 2025Q1: 6,775 shares 6,775 $123K 0.01% +2,450 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,261 shares; 2024Q3: 11,261 shares; 2024Q4: 10,431 shares; 2025Q1: 3,003 shares 3,003 $123K 0.01% -7,428 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 908 shares; 2024Q3: 950 shares; 2024Q4: 482 shares; 2025Q1: 432 shares 432 $122K 0.01% -50 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,487 shares; 2024Q3: 7,496 shares; 2024Q4: 7,505 shares; 2025Q1: 7,200 shares 7,200 $122K 0.01% -305 Timeline FYX 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,353 shares; 2024Q3: 1,353 shares; 2024Q4: 1,353 shares; 2025Q1: 1,353 shares 1,353 $122K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29,071 shares; 2024Q3: 29,177 shares; 2024Q4: 25,084 shares; 2025Q1: 29,584 shares 29,584 $121K 0.01% +4,500 Timeline XHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,305 shares; 2024Q3: 1,305 shares; 2024Q4: 1,466 shares; 2025Q1: 1,466 shares 1,466 $120K 0.01% 0 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,195 shares 4,195 $120K 0.01% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 835 shares; 2024Q3: 835 shares; 2024Q4: 852 shares; 2025Q1: 434 shares 434 $119K 0.01% -418 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,585 shares; 2025Q1: 1,283 shares 1,283 $119K 0.01% -302 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,425 shares; 2024Q3: 559 shares; 2024Q4: 1,400 shares; 2025Q1: 857 shares 857 $118K 0.01% -543 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 652 shares; 2024Q3: 802 shares; 2024Q4: 613 shares; 2025Q1: 1,977 shares 1,977 $118K 0.01% +1,364 GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,166 shares; 2024Q3: 7,758 shares; 2024Q4: 7,851 shares; 2025Q1: 7,550 shares 7,550 $118K 0.01% -301 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,334 shares; 2024Q3: 1,334 shares; 2024Q4: 1,334 shares; 2025Q1: 1,334 shares 1,334 $117K 0.01% 0 Timeline DEI DOUGLAS EMMETT INC More: the full row for DOUGLAS EMMETT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29,300 shares; 2024Q3: 29,300 shares; 2024Q4: 24,300 shares; 2025Q1: 7,300 shares 7,300 $117K 0.01% -17,000 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,510 shares; 2024Q3: 13,540 shares; 2024Q4: 13,540 shares; 2025Q1: 14,580 shares 14,580 $117K 0.01% +1,040 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,411 shares; 2024Q4: 1,402 shares; 2025Q1: 1,205 shares 1,205 $115K 0.01% -197 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,213 shares; 2024Q3: 1,414 shares; 2024Q4: 1,155 shares; 2025Q1: 1,140 shares 1,140 $115K 0.01% -15 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 118 shares; 2024Q3: 118 shares; 2024Q4: 3,165 shares; 2025Q1: 2,592 shares 2,592 $114K 0.01% -573 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,752 shares; 2025Q1: 4,800 shares 4,800 $114K 0.01% -952 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,055 shares; 2024Q3: 2,450 shares; 2024Q4: 2,554 shares; 2025Q1: 2,584 shares 2,584 $113K 0.01% +30 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,180 shares; 2024Q3: 995 shares; 2024Q4: 1,019 shares; 2025Q1: 1,019 shares 1,019 $112K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,365 shares; 2024Q3: 2,365 shares; 2024Q4: 2,365 shares; 2025Q1: 2,776 shares 2,776 $112K 0.01% +411 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 26,063 shares; 2024Q3: 26,329 shares; 2024Q4: 22,568 shares; 2025Q1: 4,142 shares 4,142 $111K 0.01% -18,426 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,055 shares; 2024Q3: 1,800 shares; 2024Q4: 1,639 shares; 2025Q1: 1,164 shares 1,164 $111K 0.01% -475 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 78,303 shares; 2024Q3: 61,512 shares; 2024Q4: 42,606 shares; 2025Q1: 13,413 shares 13,413 $109K 0.01% -29,193 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,063 shares; 2024Q3: 7,651 shares; 2024Q4: 6,525 shares; 2025Q1: 6,100 shares 6,100 $108K 0.01% -425 Timeline APLY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,014 shares; 2024Q3: 7,574 shares; 2024Q4: 7,574 shares; 2025Q1: 7,078 shares 7,078 $107K 0.01% -496 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,674 shares; 2024Q3: 1,684 shares; 2024Q4: 1,775 shares; 2025Q1: 1,701 shares 1,701 $107K 0.01% -74 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 753 shares; 2024Q3: 753 shares; 2024Q4: 1,253 shares; 2025Q1: 1,253 shares 1,253 $106K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 344 shares; 2024Q3: 312 shares; 2024Q4: 448 shares; 2025Q1: 420 shares 420 $106K 0.01% -28 Timeline FTSL 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,500 shares; 2024Q3: 1,511 shares; 2024Q4: 1,860 shares; 2025Q1: 2,325 shares 2,325 $106K 0.01% +465 Timeline FTSM 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,922 shares; 2024Q3: 4,261 shares; 2024Q4: 3,916 shares; 2025Q1: 1,770 shares 1,770 $106K 0.01% -2,146 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 6,450 shares; 2025Q1: 7,560 shares 7,560 $106K 0.01% +1,110 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,267 shares; 2024Q3: 2,266 shares; 2024Q4: 2,230 shares; 2025Q1: 2,227 shares 2,227 $105K 0.01% -3 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 13 shares; 2024Q4: 393 shares; 2025Q1: 393 shares 393 $103K 0.01% 0 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,116 shares; 2024Q3: 2,116 shares; 2024Q4: 2,116 shares; 2025Q1: 2,116 shares 2,116 $102K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,496 shares; 2024Q3: 1,499 shares; 2024Q4: 1,922 shares; 2025Q1: 2,302 shares 2,302 $102K 0.01% +380 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 832 shares; 2024Q4: 833 shares; 2025Q1: 833 shares 833 $102K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 516 shares; 2024Q3: 694 shares; 2024Q4: 695 shares; 2025Q1: 394 shares 394 $102K 0.01% -301 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,774 shares; 2024Q3: 2,882 shares; 2024Q4: 2,208 shares; 2025Q1: 2,469 shares 2,469 $102K 0.01% +261 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 178 shares; 2024Q3: 190 shares; 2024Q4: 215 shares; 2025Q1: 190 shares 190 $101K 0.01% -25 Timeline FXR 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 236 shares; 2024Q3: 236 shares; 2024Q4: 1,443 shares; 2025Q1: 1,443 shares 1,443 $100K 0.01% 0 Timeline FYBR FRONTIER COMMUNICATIONS PARE More: the full row for FRONTIER COMMUNICATIONS PARE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,800 shares; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares 2,800 $100K 0.01% 0 Timeline MEAR 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,032 shares; 2024Q3: 2,033 shares; 2024Q4: 2,015 shares; 2025Q1: 1,997 shares 1,997 $100K 0.01% -18 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,894 shares; 2024Q3: 1,899 shares; 2024Q4: 1,904 shares; 2025Q1: 3,199 shares 3,199 $99.8K 0.01% +1,295 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 399 shares; 2024Q3: 501 shares; 2024Q4: 359 shares; 2025Q1: 267 shares 267 $99.3K 0.01% -92 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,714 shares; 2024Q3: 2,508 shares; 2024Q4: 2,287 shares; 2025Q1: 2,253 shares 2,253 $98.2K 0.01% -34 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,061 shares; 2024Q3: 1,061 shares; 2024Q4: 1,061 shares; 2025Q1: 1,061 shares 1,061 $97.5K 0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,956 shares; 2024Q3: 2,971 shares; 2024Q4: 2,956 shares; 2025Q1: 2,935 shares 2,935 $97.5K 0.01% -21 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,276 shares; 2024Q3: 1,216 shares; 2024Q4: 856 shares; 2025Q1: 660 shares 660 $97.3K 0.01% -196 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,190 shares; 2024Q3: 1,190 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares 1,190 $97.2K 0.01% 0 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,718 shares; 2024Q3: 1,719 shares; 2024Q4: 1,720 shares; 2025Q1: 1,721 shares 1,721 $97K 0.01% +1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,848 shares; 2024Q3: 2,603 shares; 2024Q4: 2,615 shares; 2025Q1: 3,630 shares 3,630 $97K 0.01% +1,015 Timeline JPIB 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,105 shares; 2024Q3: 2,095 shares; 2024Q4: 2,017 shares; 2025Q1: 2,022 shares 2,022 $96.8K 0.01% +5 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares 2,525 $95.8K 0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 577 shares; 2024Q3: 964 shares; 2024Q4: 1,720 shares; 2025Q1: 1,767 shares 1,767 $95.4K 0.01% +47 Timeline SDVY 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,550 shares; 2025Q1: 2,842 shares 2,842 $95.2K 0.01% +1,292 Timeline RSSE 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares 4,800 $95.2K 0.01% 0 Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,598 shares; 2025Q1: 1,598 shares 1,598 $95K 0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,342 shares; 2024Q3: 6,523 shares; 2024Q4: 13,140 shares; 2025Q1: 13,387 shares 13,387 $94.4K 0.01% +247 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,368 shares; 2024Q3: 2,770 shares; 2024Q4: 5,770 shares; 2025Q1: 901 shares 901 $93.9K 0.01% -4,869 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,600 shares; 2024Q3: 3,940 shares; 2024Q4: 4,285 shares; 2025Q1: 4,140 shares 4,140 $93.2K 0.01% -145 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 60 shares; 2024Q4: 722 shares; 2025Q1: 942 shares 942 $93K 0.01% +220 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,996 shares; 2024Q3: 8,695 shares; 2024Q4: 1,890 shares; 2025Q1: 829 shares 829 $92.1K 0.01% -1,061 Timeline YDEC 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 3,863 shares 3,863 $91.6K 0.01% +3,363 Timeline BSV 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,005 shares; 2024Q3: 8,554 shares; 2024Q4: 1,483 shares; 2025Q1: 1,170 shares 1,170 $91.6K 0.01% -313 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,394 shares; 2024Q3: 1,512 shares; 2024Q4: 3,071 shares; 2025Q1: 4,136 shares 4,136 $91.3K 0.01% +1,065 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,689 shares; 2024Q3: 2,690 shares; 2024Q4: 2,395 shares; 2025Q1: 1,664 shares 1,664 $91.3K 0.01% -731 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 403 shares 403 $90.8K 0.01% new Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 835 shares; 2024Q3: 837 shares; 2024Q4: 2,840 shares; 2025Q1: 3,735 shares 3,735 $90.3K 0.01% +895 Timeline RWK 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 831 shares 831 $89.7K 0.01% new Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,818 shares; 2024Q3: 2,750 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares 2,500 $89.2K 0.01% 0 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50,745 shares; 2024Q3: 49,245 shares; 2024Q4: 48,645 shares; 2025Q1: 2,080 shares 2,080 $88.3K 0.01% -46,565 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 600 shares; 2024Q3: 607 shares; 2024Q4: 1,696 shares; 2025Q1: 1,455 shares 1,455 $88.2K 0.01% -241 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,021 shares; 2024Q3: 3,021 shares; 2024Q4: 3,015 shares; 2025Q1: 3,015 shares 3,015 $87.8K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares 2,000 $87.2K 0.01% 0 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,815 shares; 2024Q3: 2,815 shares; 2024Q4: 2,815 shares; 2025Q1: 2,015 shares 2,015 $87K 0.01% -800 Timeline ROBT 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,137 shares; 2024Q3: 2,137 shares; 2024Q4: 2,137 shares; 2025Q1: 2,137 shares 2,137 $86.9K 0.01% 0 Timeline PHDG 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,746 shares; 2024Q3: 2,712 shares; 2024Q4: 2,373 shares; 2025Q1: 2,374 shares 2,374 $86.6K 0.01% +1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 21,947 shares; 2024Q3: 22,123 shares; 2024Q4: 22,124 shares; 2025Q1: 21,968 shares 21,968 $86.1K 0.01% -156 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,600 shares; 2024Q3: 1,600 shares; 2024Q4: 1,715 shares; 2025Q1: 2,115 shares 2,115 $86.1K 0.01% +400 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 144 shares; 2024Q3: 161 shares; 2024Q4: 153 shares; 2025Q1: 156 shares 156 $85.8K 0.01% +3 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,100 shares; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares 2,100 $85.1K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,002 shares; 2024Q3: 1,002 shares; 2024Q4: 1,002 shares; 2025Q1: 643 shares 643 $85K 0.01% -359 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,319 shares; 2024Q3: 3,328 shares; 2024Q4: 3,278 shares; 2025Q1: 3,078 shares 3,078 $84.8K 0.01% -200 Timeline TIMOTHY PLAN TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,286 shares 3,286 $84.3K 0.01% new BITWISE CRYPTO INDUSTRY INN… BITWISE CRYPTO INDUSTRY INNOVATOR… More: the full row for BITWISE CRYPTO INDUSTRY INNOVATORS ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,860 shares; 2024Q3: 6,860 shares; 2024Q4: 6,860 shares; 2025Q1: 6,863 shares 6,863 $83.3K 0.01% +3 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 953 shares; 2024Q3: 517 shares; 2024Q4: 828 shares; 2025Q1: 802 shares 802 $83.1K 0.01% -26 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 46,253 shares; 2024Q3: 48,262 shares; 2024Q4: 41,290 shares; 2025Q1: 1,949 shares 1,949 $82.9K 0.01% -39,341 Timeline ROCKET LAB USA INC ROCKET LAB USA INC More: the full row for ROCKET LAB USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 565 shares; 2024Q3: 565 shares; 2024Q4: 5,717 shares; 2025Q1: 4,528 shares 4,528 $81K 0.01% -1,189 ITDE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 121 shares; 2025Q1: 2,625 shares 2,625 $80.7K 0.01% +2,504 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,735 shares; 2024Q3: 6,252 shares; 2024Q4: 6,276 shares; 2025Q1: 5,243 shares 5,243 $80.5K 0.01% -1,033 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 301 shares; 2024Q3: 321 shares; 2024Q4: 321 shares; 2025Q1: 337 shares 337 $80.4K 0.01% +16 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 150 shares; 2024Q3: 166 shares; 2024Q4: 123 shares; 2025Q1: 142 shares 142 $80.3K 0.01% +19 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,513 shares; 2024Q3: 9,525 shares; 2024Q4: 8,103 shares; 2025Q1: 1,022 shares 1,022 $80.3K 0.01% -7,081 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,665 shares; 2024Q3: 2,736 shares; 2024Q4: 1,817 shares; 2025Q1: 1,403 shares 1,403 $79.7K 0.01% -414 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,816 shares; 2024Q3: 2,463 shares; 2024Q4: 572 shares; 2025Q1: 621 shares 621 $79.6K 0.01% +49 Timeline AVMA AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,779 shares; 2024Q3: 1,779 shares; 2024Q4: 1,371 shares; 2025Q1: 1,371 shares 1,371 $79.5K 0.01% 0 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,998 shares; 2024Q3: 1,998 shares; 2024Q4: 1,998 shares; 2025Q1: 1,998 shares 1,998 $79.4K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 691 shares; 2024Q3: 693 shares; 2024Q4: 695 shares; 2025Q1: 698 shares 698 $79.4K 0.01% +3 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 366 shares; 2024Q3: 367 shares; 2024Q4: 367 shares; 2025Q1: 368 shares 368 $78.9K 0.01% +1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,600 shares; 2024Q3: 2,400 shares; 2024Q4: 2,478 shares; 2025Q1: 3,942 shares 3,942 $78.1K 0.01% +1,464 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $77.9K 0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,607 shares; 2024Q3: 6,311 shares; 2024Q4: 6,409 shares; 2025Q1: 660 shares 660 $77.5K 0.01% -5,749 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 815 shares; 2024Q3: 816 shares; 2024Q4: 375 shares; 2025Q1: 313 shares 313 $77.5K 0.01% -62 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 647 shares; 2024Q3: 648 shares; 2024Q4: 648 shares; 2025Q1: 648 shares 648 $77.2K 0.01% 0 Timeline OCTJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,125 shares; 2024Q3: 4,695 shares; 2024Q4: 3,350 shares; 2025Q1: 3,245 shares 3,245 $77.1K 0.01% -105 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 628 shares; 2024Q3: 628 shares; 2024Q4: 378 shares; 2025Q1: 478 shares 478 $76.5K 0.01% +100 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 417 shares; 2024Q3: 464 shares; 2024Q4: 439 shares; 2025Q1: 164 shares 164 $76.4K 0.01% -275 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,005 shares; 2024Q3: 5,005 shares; 2024Q4: 4,665 shares; 2025Q1: 3,061 shares 3,061 $75.8K 0.01% -1,604 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,972 shares; 2024Q3: 6,187 shares; 2024Q4: 3,097 shares; 2025Q1: 2,972 shares 2,972 $75.4K 0.01% -125 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,023 shares 1,023 $75.4K 0.01% new Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,694 shares; 2024Q3: 21,134 shares; 2024Q4: 22,134 shares; 2025Q1: 8,740 shares 8,740 $75.2K 0.01% -13,394 Timeline QMFE 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,960 shares 3,960 $75.1K 0.01% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 12 shares; 2024Q4: 891 shares; 2025Q1: 732 shares 732 $75K 0.01% -159 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 0 shares; 2024Q3: 1,135 shares; 2024Q4: 1,137 shares; 2025Q1: 1,140 shares 1,140 $74.8K 0.01% +3 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,720 shares; 2024Q3: 10,450 shares; 2024Q4: 3,758 shares; 2025Q1: 825 shares 825 $74.7K 0.01% -2,933 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 320 shares; 2024Q3: 322 shares; 2024Q4: 495 shares; 2025Q1: 577 shares 577 $74.5K 0.01% +82 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,298 shares; 2024Q3: 2,298 shares; 2024Q4: 2,298 shares; 2025Q1: 2,298 shares 2,298 $74.4K 0.01% 0 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 891 shares 891 $74.4K 0.01% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,230 shares; 2024Q3: 5,830 shares; 2024Q4: 5,430 shares; 2025Q1: 825 shares 825 $74.4K 0.01% -4,605 Timeline FDIG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,228 shares; 2024Q3: 8,400 shares; 2024Q4: 10,329 shares; 2025Q1: 3,067 shares 3,067 $74.3K 0.01% -7,262 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 45,687 shares; 2024Q3: 1,780 shares; 2024Q4: 1,485 shares; 2025Q1: 2,205 shares 2,205 $73.7K 0.01% +720 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 173 shares; 2024Q3: 216 shares; 2024Q4: 174 shares; 2025Q1: 222 shares 222 $73.2K 0.01% +48 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,795 shares; 2024Q3: 3,841 shares; 2024Q4: 3,608 shares; 2025Q1: 3,658 shares 3,658 $73.2K 0.01% +50 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,350 shares; 2024Q3: 1,352 shares; 2024Q4: 1,353 shares; 2025Q1: 1,355 shares 1,355 $73.1K 0.01% +2 Timeline ITDD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,385 shares 2,385 $72.7K 0.01% new Timeline JPST 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 993 shares; 2024Q3: 993 shares; 2024Q4: 902 shares; 2025Q1: 1,433 shares 1,433 $72.6K 0.01% +531 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 655 shares; 2024Q3: 655 shares; 2024Q4: 213 shares; 2025Q1: 215 shares 215 $72.5K 0.01% +2 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,902 shares; 2024Q3: 1,427 shares; 2024Q4: 2,042 shares; 2025Q1: 2,294 shares 2,294 $72.1K 0.01% +252 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,529 shares; 2024Q3: 2,544 shares; 2024Q4: 3,061 shares; 2025Q1: 2,364 shares 2,364 $71.9K 0.01% -697 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,991 shares; 2024Q3: 6,481 shares; 2024Q4: 2,895 shares; 2025Q1: 2,846 shares 2,846 $71.9K 0.01% -49 Timeline CRAK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,000 shares; 2025Q1: 2,500 shares 2,500 $71.8K 0.01% +500 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,300 shares; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares 2,300 $71.1K 0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 900 shares; 2024Q3: 902 shares; 2024Q4: 905 shares; 2025Q1: 905 shares 905 $70.2K 0.01% 0 Timeline YMAG TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,070 shares; 2024Q3: 5,129 shares; 2024Q4: 5,129 shares; 2025Q1: 4,695 shares 4,695 $70.1K 0.01% -434 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 441 shares; 2024Q3: 395 shares; 2024Q4: 400 shares; 2025Q1: 318 shares 318 $70K 0.01% -82 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 749 shares; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares 981 $70K 0.01% 0 Timeline LQDH 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 755 shares; 2024Q3: 755 shares; 2024Q4: 755 shares; 2025Q1: 755 shares 755 $69.7K 0.01% 0 Timeline PPA 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 943 shares; 2024Q3: 792 shares; 2024Q4: 688 shares; 2025Q1: 591 shares 591 $68.9K 0.01% -97 Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,000 shares; 2024Q3: 4,609 shares; 2024Q4: 4,609 shares; 2025Q1: 2,609 shares 2,609 $68.6K 0.01% -2,000 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,445 shares; 2024Q3: 1,434 shares; 2024Q4: 1,595 shares; 2025Q1: 1,714 shares 1,714 $68K 0.01% +119 Timeline LNWO LIGHT & WONDER INC More: the full row for LIGHT & WONDER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 785 shares 785 $68K 0.01% new Timeline ELTK ELTEK LTD More: the full row for ELTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,341 shares; 2024Q3: 10,361 shares; 2024Q4: 8,007 shares; 2025Q1: 8,158 shares 8,158 $68K 0.01% +151 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 283 shares; 2024Q3: 309 shares; 2024Q4: 310 shares; 2025Q1: 370 shares 370 $68K 0.01% +60 Timeline YPF YPF SOCIEDAD ANONIMA More: the full row for YPF SOCIEDAD ANONIMA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 230 shares; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 1,938 shares 1,938 $67.9K 0.01% +1,708 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 646 shares; 2024Q3: 873 shares; 2024Q4: 819 shares; 2025Q1: 820 shares 820 $67.5K 0.01% +1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 484 shares; 2024Q3: 484 shares; 2024Q4: 484 shares; 2025Q1: 484 shares 484 $66.3K 0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,462 shares; 2024Q3: 9,533 shares; 2024Q4: 2,028 shares; 2025Q1: 866 shares 866 $66.2K 0.01% -1,162 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 763 shares; 2025Q1: 8,352 shares 8,352 $66.1K 0.01% +7,589 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,104 shares; 2024Q4: 3,105 shares; 2025Q1: 3,107 shares 3,107 $66K 0.01% +2 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,276 shares; 2024Q3: 1,257 shares; 2024Q4: 1,164 shares; 2025Q1: 1,137 shares 1,137 $65.8K 0.01% -27 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 328 shares; 2024Q3: 451 shares; 2024Q4: 677 shares; 2025Q1: 501 shares 501 $65.7K 0.01% -176 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 412 shares; 2024Q3: 414 shares; 2024Q4: 416 shares; 2025Q1: 417 shares 417 $65.6K 0.01% +1 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,297 shares 1,297 $65.5K 0.01% new Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,450 shares; 2024Q3: 1,450 shares; 2024Q4: 1,540 shares; 2025Q1: 1,540 shares 1,540 $65.5K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,430 shares; 2024Q3: 1,430 shares; 2024Q4: 1,430 shares; 2025Q1: 1,727 shares 1,727 $65.4K 0.01% +297 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 651 shares; 2024Q3: 651 shares; 2024Q4: 648 shares; 2025Q1: 585 shares 585 $65.2K 0.01% -63 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 312 shares; 2024Q3: 312 shares; 2024Q4: 270 shares; 2025Q1: 282 shares 282 $64.5K 0.01% +12 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 554 shares; 2024Q3: 849 shares; 2024Q4: 760 shares; 2025Q1: 661 shares 661 $64.5K 0.01% -99 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 320 shares 320 $63.9K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 27 shares; 2024Q3: 27 shares; 2024Q4: 169 shares; 2025Q1: 216 shares 216 $63.8K 0.01% +47 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,075 shares; 2024Q3: 1,075 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares 1,075 $63.7K 0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,054 shares; 2024Q3: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares 1,054 $63.7K 0.01% 0 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 128 shares; 2024Q3: 212 shares; 2024Q4: 85 shares; 2025Q1: 6,335 shares 6,335 $62.8K 0.01% +6,250 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 546 shares; 2024Q4: 548 shares; 2025Q1: 549 shares 549 $62.7K 0.01% +1 Timeline DLO DLOCAL LTD More: the full row for DLOCAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,500 shares 7,500 $62.5K 0.01% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 400 shares; 2025Q1: 500 shares 500 $62.5K 0.01% +100 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 300 shares; 2024Q3: 317 shares; 2024Q4: 300 shares; 2025Q1: 304 shares 304 $62.5K 0.01% +4 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,015 shares; 2024Q3: 890 shares; 2024Q4: 779 shares; 2025Q1: 640 shares 640 $62.3K 0.01% -139 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,830 shares; 2024Q3: 3,113 shares; 2024Q4: 1,309 shares; 2025Q1: 1,284 shares 1,284 $62.3K 0.01% -25 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,632 shares; 2024Q3: 1,632 shares; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares 1,632 $61.7K 0.01% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,149 shares; 2024Q3: 1,626 shares; 2024Q4: 1,172 shares; 2025Q1: 492 shares 492 $61.6K 0.01% -680 Timeline UPGD 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 880 shares; 2024Q3: 880 shares; 2024Q4: 880 shares; 2025Q1: 880 shares 880 $61.6K 0.01% 0 Timeline GAUG 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,770 shares; 2024Q4: 1,770 shares; 2025Q1: 1,770 shares 1,770 $61.5K 0.01% 0 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,464 shares; 2024Q3: 8,003 shares; 2024Q4: 8,249 shares; 2025Q1: 7,582 shares 7,582 $61.4K 0.01% -667 Timeline AFEM 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 924 shares; 2024Q3: 933 shares; 2024Q4: 933 shares; 2025Q1: 943 shares 943 $61.4K 0.01% +10 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,288 shares; 2024Q3: 8,057 shares; 2024Q4: 6,900 shares; 2025Q1: 5,720 shares 5,720 $61.4K 0.01% -1,180 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 979 shares; 2024Q3: 965 shares; 2024Q4: 965 shares; 2025Q1: 910 shares 910 $61K 0.01% -55 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,908 shares; 2024Q4: 1,480 shares; 2025Q1: 1,780 shares 1,780 $60.9K 0.01% +300 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,857 shares; 2024Q3: 10,910 shares; 2024Q4: 10,961 shares; 2025Q1: 10,961 shares 10,961 $60.9K 0.01% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,571 shares; 2024Q3: 1,573 shares; 2024Q4: 1,544 shares; 2025Q1: 1,546 shares 1,546 $59.7K 0.01% +2 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,671 shares; 2024Q3: 4,907 shares; 2024Q4: 2,839 shares; 2025Q1: 2,842 shares 2,842 $59.7K 0.01% +3 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,938 shares; 2024Q3: 2,985 shares; 2024Q4: 2,985 shares; 2025Q1: 2,315 shares 2,315 $59.1K 0.01% -670 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,341 shares; 2024Q3: 1,780 shares; 2024Q4: 1,408 shares; 2025Q1: 628 shares 628 $58.9K 0.01% -780 Timeline BHM BLUEROCK HOMES TRUST INC More: the full row for BLUEROCK HOMES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,942 shares; 2024Q3: 6,029 shares; 2024Q4: 5,309 shares; 2025Q1: 5,180 shares 5,180 $58.9K 0.01% -129 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,530 shares; 2024Q3: 3,515 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares 1,530 $58.7K 0.01% 0 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 662 shares; 2024Q3: 576 shares; 2024Q4: 520 shares; 2025Q1: 520 shares 520 $58.4K 0.01% 0 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,187 shares; 2024Q3: 1,006 shares; 2024Q4: 887 shares; 2025Q1: 887 shares 887 $57.4K 0.01% 0 VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares 300 $55.9K <0.01% 0 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,378 shares 1,378 $55.7K <0.01% new Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,178 shares; 2024Q3: 1,140 shares; 2024Q4: 1,109 shares; 2025Q1: 1,111 shares 1,111 $55.7K <0.01% +2 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 440 shares; 2024Q3: 441 shares; 2024Q4: 977 shares; 2025Q1: 250 shares 250 $55.5K <0.01% -727 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,706 shares; 2024Q3: 1,706 shares; 2024Q4: 1,706 shares; 2025Q1: 1,486 shares 1,486 $55.3K <0.01% -220 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 307 shares; 2024Q3: 293 shares; 2024Q4: 716 shares; 2025Q1: 692 shares 692 $54.9K <0.01% -24 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 83 shares; 2024Q4: 1,392 shares; 2025Q1: 1,123 shares 1,123 $54.8K <0.01% -269 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 223 shares; 2024Q3: 223 shares; 2024Q4: 285 shares; 2025Q1: 458 shares 458 $54.8K <0.01% +173 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 131 shares; 2024Q4: 100 shares; 2025Q1: 515 shares 515 $54.4K <0.01% +415 Timeline ALT ALTIMMUNE INC More: the full row for ALTIMMUNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,140 shares; 2024Q3: 2,374 shares; 2024Q4: 10,844 shares; 2025Q1: 10,844 shares 10,844 $54.2K <0.01% 0 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 240 shares; 2024Q3: 240 shares; 2024Q4: 2,493 shares; 2025Q1: 2,493 shares 2,493 $53.5K <0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 133 shares; 2024Q3: 1,287 shares; 2024Q4: 822 shares; 2025Q1: 822 shares 822 $53.5K <0.01% 0 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,331 shares; 2025Q1: 2,331 shares 2,331 $53.1K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 706 shares 706 $52.6K <0.01% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,088 shares; 2024Q3: 1,081 shares; 2024Q4: 959 shares; 2025Q1: 104 shares 104 $52.6K <0.01% -855 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23 shares; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 221 shares 221 $52.4K <0.01% +186 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 323 shares; 2024Q3: 324 shares; 2024Q4: 315 shares; 2025Q1: 306 shares 306 $52.2K <0.01% -9 AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,894 shares; 2024Q3: 10,268 shares; 2024Q4: 8,732 shares; 2025Q1: 4,922 shares 4,922 $51.9K <0.01% -3,810 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 275 shares; 2024Q3: 275 shares; 2024Q4: 186 shares; 2025Q1: 186 shares 186 $51.7K <0.01% 0 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 302 shares; 2024Q4: 294 shares; 2025Q1: 273 shares 273 $51.3K <0.01% -21 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,300 shares; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 2,127 shares 2,127 $51K <0.01% +827 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,230 shares; 2024Q3: 3,253 shares; 2024Q4: 3,515 shares; 2025Q1: 3,527 shares 3,527 $51K <0.01% +12 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,047 shares 1,047 $50.6K <0.01% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 141 shares; 2024Q3: 654 shares; 2024Q4: 655 shares; 2025Q1: 657 shares 657 $50.5K <0.01% +2 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 98 shares; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 814 shares 814 $50.4K <0.01% +716 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares 3,000 $50.3K <0.01% 0 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares 1,500 $50.2K <0.01% new Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 1,700 shares 1,700 $50.2K <0.01% +1,100 Timeline CGCP 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,236 shares; 2025Q1: 2,236 shares 2,236 $50.2K <0.01% 0 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,296 shares; 2024Q3: 3,086 shares; 2024Q4: 3,086 shares; 2025Q1: 3,086 shares 3,086 $50.1K <0.01% 0 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,842 shares; 2024Q3: 1,859 shares; 2024Q4: 1,879 shares; 2025Q1: 1,063 shares 1,063 $50.1K <0.01% -816 Timeline BUFG 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,732 shares; 2024Q4: 2,101 shares; 2025Q1: 2,101 shares 2,101 $50K <0.01% 0 Timeline JMUB 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 363 shares; 2024Q3: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 999 shares 999 $50K <0.01% -119 Timeline GOLDEN OCEAN GROUP LTD GOLDEN OCEAN GROUP LTD More: the full row for GOLDEN OCEAN GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,250 shares 6,250 $49.9K <0.01% new FEBM 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,750 shares 1,750 $49.8K <0.01% new Timeline SDS PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,300 shares 2,300 $49.4K <0.01% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,510 shares; 2024Q3: 2,310 shares; 2024Q4: 2,313 shares; 2025Q1: 650 shares 650 $49.2K <0.01% -1,663 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 1,254 shares 1,254 $49.1K <0.01% +1,240 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,000 shares; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares 2,400 $48.8K <0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 700 shares; 2024Q3: 701 shares; 2024Q4: 1,335 shares; 2025Q1: 1,293 shares 1,293 $48.8K <0.01% -42 Timeline PNQI 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,100 shares; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares 1,100 $48.5K <0.01% 0 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,563 shares; 2024Q3: 2,563 shares; 2024Q4: 2,563 shares; 2025Q1: 2,552 shares 2,552 $48.5K <0.01% -11 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 317 shares; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: 317 shares 317 $48.4K <0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $48.2K <0.01% 0 Timeline NRT NORTH EUROPEAN OIL RTY TR More: the full row for NORTH EUROPEAN OIL RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares 10,000 $48.1K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares 1,550 $47.9K <0.01% 0 Timeline MTA METALLA RTY & STREAMING LTD More: the full row for METALLA RTY & STREAMING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,700 shares; 2024Q3: 16,700 shares; 2024Q4: 16,700 shares; 2025Q1: 16,700 shares 16,700 $47.8K <0.01% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 703 shares; 2024Q3: 705 shares; 2024Q4: 708 shares; 2025Q1: 711 shares 711 $47.7K <0.01% +3 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,277 shares; 2024Q4: 5,962 shares; 2025Q1: 3,107 shares 3,107 $47.3K <0.01% -2,855 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 104 shares; 2024Q3: 177 shares; 2024Q4: 178 shares; 2025Q1: 178 shares 178 $47.1K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 83 shares; 2024Q3: 151 shares; 2024Q4: 161 shares; 2025Q1: 186 shares 186 $46.9K <0.01% +25 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,208 shares 1,208 $46.2K <0.01% new Timeline VICTORY PORTFOLIOS II VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 893 shares; 2024Q3: 893 shares; 2024Q4: 893 shares; 2025Q1: 893 shares 893 $46K <0.01% 0 AMZY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,430 shares; 2024Q3: 3,274 shares; 2024Q4: 3,274 shares; 2025Q1: 2,867 shares 2,867 $46K <0.01% -407 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: 1,384 shares 1,384 $45.9K <0.01% new Timeline PSMJ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,650 shares; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares 1,650 $45.9K <0.01% 0 Timeline FOOT LOCKER INC FOOT LOCKER INC More: the full row for FOOT LOCKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,503 shares; 2024Q3: 3,206 shares; 2024Q4: 3,206 shares; 2025Q1: 3,206 shares 3,206 $45.2K <0.01% 0 INN SUMMIT HOTEL PPTYS More: the full row for SUMMIT HOTEL PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 8,336 shares; 2024Q4: 8,336 shares; 2025Q1: 8,336 shares 8,336 $45.1K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 141 shares 141 $44.8K <0.01% +5 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 211 shares; 2024Q4: 212 shares; 2025Q1: 212 shares 212 $44.7K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,485 shares; 2024Q3: 3,475 shares; 2024Q4: 3,575 shares; 2025Q1: 3,575 shares 3,575 $44.5K <0.01% 0 Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,711 shares; 2025Q1: 2,709 shares 2,709 $44.3K <0.01% -2 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares 1,350 $43.9K <0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 680 shares; 2024Q3: 680 shares; 2024Q4: 233 shares; 2025Q1: 130 shares 130 $43.8K <0.01% -103 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,834 shares; 2024Q3: 1,834 shares; 2024Q4: 1,834 shares; 2025Q1: 1,834 shares 1,834 $43.6K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 629 shares; 2024Q3: 629 shares; 2024Q4: 600 shares; 2025Q1: 600 shares 600 $43.5K <0.01% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,160 shares; 2024Q3: 1,160 shares; 2024Q4: 1,454 shares; 2025Q1: 1,454 shares 1,454 $43.4K <0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,140 shares; 2024Q3: 1,063 shares; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares 1,063 $43.3K <0.01% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29 shares; 2024Q3: 4,211 shares; 2024Q4: 4,317 shares; 2025Q1: 444 shares 444 $42.7K <0.01% -3,873 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,634 shares; 2024Q3: 1,643 shares; 2024Q4: 1,652 shares; 2025Q1: 1,671 shares 1,671 $42.7K <0.01% +19 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,752 shares; 2024Q3: 3,486 shares; 2024Q4: 1,952 shares; 2025Q1: 1,100 shares 1,100 $42.7K <0.01% -852 Timeline MFUS PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 545 shares; 2024Q3: 545 shares; 2024Q4: 849 shares; 2025Q1: 849 shares 849 $42.6K <0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,100 shares; 2024Q3: 3,072 shares; 2024Q4: 964 shares; 2025Q1: 864 shares 864 $42.2K <0.01% -100 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 281 shares; 2024Q3: 283 shares; 2024Q4: 285 shares; 2025Q1: 502 shares 502 $42K <0.01% +217 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 780 shares; 2024Q3: 480 shares; 2024Q4: 320 shares; 2025Q1: 320 shares 320 $41.8K <0.01% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,550 shares 1,550 $41.4K <0.01% new Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares 1,700 $41.3K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 422 shares; 2024Q3: 434 shares; 2024Q4: 376 shares; 2025Q1: 376 shares 376 $40.9K <0.01% 0 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,900 shares; 2024Q4: 2,650 shares; 2025Q1: 1,500 shares 1,500 $40.8K <0.01% -1,150 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 502 shares; 2024Q3: 502 shares; 2024Q4: 502 shares; 2025Q1: 502 shares 502 $40.3K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 342 shares; 2024Q3: 343 shares; 2024Q4: 344 shares; 2025Q1: 200 shares 200 $40.3K <0.01% -144 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,060 shares; 2024Q3: 1,061 shares; 2024Q4: 1,061 shares; 2025Q1: 1,064 shares 1,064 $40.2K <0.01% +3 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 928 shares; 2024Q3: 1,203 shares; 2024Q4: 1,242 shares; 2025Q1: 195 shares 195 $39.8K <0.01% -1,047 Timeline JPIE 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,397 shares; 2024Q4: 1,402 shares; 2025Q1: 863 shares 863 $39.8K <0.01% -539 Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,622 shares; 2024Q3: 2,360 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares 2,360 $39.3K <0.01% 0 Timeline FTCS 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,025 shares; 2024Q3: 992 shares; 2024Q4: 842 shares; 2025Q1: 438 shares 438 $39.3K <0.01% -404 Timeline HAFNIA LTD SHS HAFNIA LTD SHS More: the full row for HAFNIA LTD SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,414 shares 9,414 $39.2K <0.01% new CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 202 shares; 2024Q3: 208 shares; 2024Q4: 157 shares; 2025Q1: 194 shares 194 $39.1K <0.01% +37 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,263 shares; 2024Q3: 1,247 shares; 2024Q4: 1,022 shares; 2025Q1: 984 shares 984 $38.8K <0.01% -38 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,528 shares; 2024Q3: 11,496 shares; 2024Q4: 11,273 shares; 2025Q1: 907 shares 907 $38.8K <0.01% -10,366 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 878 shares; 2024Q3: 879 shares; 2024Q4: 880 shares; 2025Q1: 880 shares 880 $38.6K <0.01% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 759 shares; 2024Q3: 759 shares; 2024Q4: 759 shares; 2025Q1: 759 shares 759 $38.5K <0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 75 shares; 2024Q3: 629 shares; 2024Q4: 701 shares; 2025Q1: 510 shares 510 $38.3K <0.01% -191 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,475 shares; 2024Q3: 2,475 shares; 2024Q4: 2,475 shares; 2025Q1: 1,000 shares 1,000 $38.1K <0.01% -1,475 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 919 shares; 2024Q3: 748 shares; 2024Q4: 582 shares; 2025Q1: 517 shares 517 $38K <0.01% -65 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares 1,500 $37.6K <0.01% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares 3,800 $37.6K <0.01% 0 Timeline FXO 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 698 shares; 2024Q3: 703 shares; 2024Q4: 703 shares; 2025Q1: 709 shares 709 $37.6K <0.01% +6 Timeline MNSO MINISO GROUP HLDG LTD More: the full row for MINISO GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,408 shares; 2024Q3: 2,030 shares; 2024Q4: 2,030 shares; 2025Q1: 2,030 shares 2,030 $37.5K <0.01% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32 shares; 2024Q3: 44 shares; 2024Q4: 300 shares; 2025Q1: 300 shares 300 $37.3K <0.01% 0 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $37K <0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 97 shares; 2024Q3: 97 shares; 2024Q4: 142 shares; 2025Q1: 142 shares 142 $36.6K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 225 shares; 2024Q3: 250 shares; 2024Q4: 155 shares; 2025Q1: 143 shares 143 $36.4K <0.01% -12 Timeline FXN 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,759 shares; 2024Q3: 2,759 shares; 2024Q4: 2,759 shares; 2025Q1: 2,180 shares 2,180 $36K <0.01% -579 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 539 shares; 2024Q3: 539 shares; 2024Q4: 539 shares; 2025Q1: 539 shares 539 $35.8K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,678 shares; 2024Q3: 3,691 shares; 2024Q4: 3,706 shares; 2025Q1: 320 shares 320 $35.4K <0.01% -3,386 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,102 shares; 2024Q3: 2,102 shares; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares 1,063 $35.3K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 266 shares; 2024Q3: 338 shares; 2024Q4: 266 shares; 2025Q1: 266 shares 266 $35K <0.01% 0 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,507 shares; 2024Q3: 5,612 shares; 2024Q4: 2,040 shares; 2025Q1: 1,140 shares 1,140 $34.9K <0.01% -900 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 744 shares 744 $34.8K <0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares 400 $34.6K <0.01% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,298 shares; 2024Q3: 4,303 shares; 2024Q4: 3,818 shares; 2025Q1: 250 shares 250 $34K <0.01% -3,568 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 732 shares; 2024Q3: 640 shares; 2024Q4: 604 shares; 2025Q1: 540 shares 540 $34K <0.01% -64 Timeline AIFD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,753 shares; 2024Q3: 1,753 shares; 2024Q4: 1,099 shares; 2025Q1: 1,419 shares 1,419 $33.9K <0.01% +320 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 249 shares; 2024Q3: 292 shares; 2024Q4: 249 shares; 2025Q1: 383 shares 383 $33.6K <0.01% +134 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 546 shares; 2024Q3: 551 shares; 2024Q4: 555 shares; 2025Q1: 693 shares 693 $33.6K <0.01% +138 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,585 shares; 2024Q3: 767 shares; 2024Q4: 768 shares; 2025Q1: 769 shares 769 $32.8K <0.01% +1 Timeline BBAG 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 669 shares; 2024Q3: 711 shares; 2024Q4: 711 shares; 2025Q1: 711 shares 711 $32.8K <0.01% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 507 shares; 2024Q4: 507 shares; 2025Q1: 507 shares 507 $32.7K <0.01% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53 shares 53 $32.6K <0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,975 shares; 2025Q1: 1,995 shares 1,995 $32.4K <0.01% +20 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 536 shares; 2024Q3: 536 shares; 2024Q4: 536 shares; 2025Q1: 536 shares 536 $32.4K <0.01% 0 Timeline SKX SKECHERS U S A INC More: the full row for SKECHERS U S A INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 731 shares; 2024Q3: 750 shares; 2024Q4: 646 shares; 2025Q1: 569 shares 569 $32.3K <0.01% -77 Timeline