SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,775 shares; 2024Q3: 10,520 shares; 2024Q4: 8,745 shares; 2025Q1: 8,745 shares; 2025Q2: 8,745 shares 8,745 $286K 0.03% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,927 shares; 2025Q1: 9,410 shares; 2025Q2: 10,927 shares 10,927 $282K 0.02% +1,517 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,012 shares; 2024Q3: 20,053 shares; 2024Q4: 20,054 shares; 2025Q1: 47,474 shares; 2025Q2: 20,054 shares 20,054 $278K 0.02% -27,420 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,939 shares; 2024Q3: 2,970 shares; 2024Q4: 5,079 shares; 2025Q1: 6,721 shares; 2025Q2: 5,079 shares 5,079 $277K 0.02% -1,642 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 646 shares; 2024Q3: 919 shares; 2024Q4: 919 shares; 2025Q1: 927 shares; 2025Q2: 919 shares 919 $275K 0.02% -8 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 847 shares; 2024Q3: 812 shares; 2024Q4: 477 shares; 2025Q1: 468 shares; 2025Q2: 477 shares 477 $272K 0.02% +9 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,150 shares; 2024Q3: 14,517 shares; 2024Q4: 13,538 shares; 2025Q1: 13,548 shares; 2025Q2: 13,538 shares 13,538 $272K 0.02% -10 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 31,131 shares; 2024Q3: 27,496 shares; 2024Q4: 25,916 shares; 2025Q1: 23,266 shares; 2025Q2: 25,916 shares 25,916 $271K 0.02% +2,650 XBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,927 shares; 2024Q3: 7,927 shares; 2024Q4: 7,927 shares; 2025Q1: 7,927 shares; 2025Q2: 7,927 shares 7,927 $271K 0.02% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,543 shares; 2024Q3: 1,543 shares; 2024Q4: 1,431 shares; 2025Q1: 1,591 shares; 2025Q2: 1,431 shares 1,431 $269K 0.02% -160 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,021 shares; 2024Q3: 10,434 shares; 2024Q4: 5,287 shares; 2025Q1: 5,122 shares; 2025Q2: 5,287 shares 5,287 $269K 0.02% +165 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,255 shares; 2024Q3: 1,635 shares; 2024Q4: 1,636 shares; 2025Q1: 1,626 shares; 2025Q2: 1,636 shares 1,636 $266K 0.02% +10 Timeline HYLS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,695 shares; 2024Q3: 7,703 shares; 2024Q4: 6,424 shares; 2025Q1: 6,359 shares; 2025Q2: 6,425 shares 6,425 $266K 0.02% +66 Timeline GMAY 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,142 shares; 2024Q3: 7,168 shares; 2024Q4: 7,168 shares; 2025Q1: 7,168 shares; 2025Q2: 7,168 shares 7,168 $264K 0.02% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 81 shares; 2024Q3: 112 shares; 2024Q4: 955 shares; 2025Q1: 1,847 shares; 2025Q2: 955 shares 955 $264K 0.02% -892 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,157 shares; 2024Q3: 3,827 shares; 2024Q4: 2,628 shares; 2025Q1: 2,486 shares; 2025Q2: 2,628 shares 2,628 $264K 0.02% +142 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,891 shares; 2024Q3: 2,786 shares; 2024Q4: 2,202 shares; 2025Q1: 2,151 shares; 2025Q2: 2,202 shares 2,202 $262K 0.02% +51 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,920 shares; 2024Q3: 785 shares; 2024Q4: 504 shares; 2025Q1: 521 shares; 2025Q2: 504 shares 504 $262K 0.02% -17 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,731 shares; 2024Q3: 3,238 shares; 2024Q4: 2,882 shares; 2025Q1: 2,137 shares; 2025Q2: 2,882 shares 2,882 $262K 0.02% +745 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,654 shares; 2024Q3: 14,654 shares; 2024Q4: 14,654 shares; 2025Q1: 14,951 shares; 2025Q2: 14,919 shares 14,919 $257K 0.02% -32 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,995 shares; 2024Q3: 5,995 shares; 2024Q4: 5,995 shares; 2025Q1: not reported; 2025Q2: 5,995 shares 5,995 $257K 0.02% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,106 shares; 2024Q3: 3,316 shares; 2024Q4: 3,219 shares; 2025Q1: 3,228 shares; 2025Q2: 3,219 shares 3,219 $257K 0.02% -9 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,650 shares; 2024Q3: 2,058 shares; 2024Q4: 1,436 shares; 2025Q1: 1,187 shares; 2025Q2: 1,436 shares 1,436 $256K 0.02% +249 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 14,622 shares; 2024Q4: 7,672 shares; 2025Q1: 7,828 shares; 2025Q2: 7,672 shares 7,672 $256K 0.02% -156 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,805 shares; 2024Q3: 2,805 shares; 2024Q4: 2,832 shares; 2025Q1: 2,832 shares; 2025Q2: 2,832 shares 2,832 $256K 0.02% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,208 shares; 2024Q3: 3,209 shares; 2024Q4: 3,237 shares; 2025Q1: 3,238 shares; 2025Q2: 3,237 shares 3,237 $256K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,704 shares; 2024Q3: 7,301 shares; 2024Q4: 6,797 shares; 2025Q1: 5,788 shares; 2025Q2: 6,797 shares 6,797 $255K 0.02% +1,009 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,620 shares; 2024Q4: 6,620 shares; 2025Q1: 6,710 shares; 2025Q2: 6,620 shares 6,620 $254K 0.02% -90 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,500 shares; 2024Q3: 4,500 shares; 2024Q4: 4,100 shares; 2025Q1: 500 shares; 2025Q2: 4,100 shares 4,100 $254K 0.02% +3,600 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,005 shares; 2024Q3: 13,896 shares; 2024Q4: 13,896 shares; 2025Q1: 13,442 shares; 2025Q2: 13,896 shares 13,896 $253K 0.02% +454 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,686 shares; 2024Q3: 11,707 shares; 2024Q4: 5,203 shares; 2025Q1: 5,457 shares; 2025Q2: 5,203 shares 5,203 $249K 0.02% -254 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,578 shares; 2024Q3: 12,468 shares; 2024Q4: 7,550 shares; 2025Q1: 5,686 shares; 2025Q2: 7,550 shares 7,550 $247K 0.02% +1,864 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 835 shares; 2024Q3: 835 shares; 2024Q4: 852 shares; 2025Q1: 434 shares; 2025Q2: 852 shares 852 $247K 0.02% +418 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,422 shares; 2024Q3: 6,422 shares; 2024Q4: 6,422 shares; 2025Q1: 27 shares; 2025Q2: 6,422 shares 6,422 $247K 0.02% +6,395 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,589 shares; 2024Q3: 2,617 shares; 2024Q4: 2,582 shares; 2025Q1: 2,520 shares; 2025Q2: 2,582 shares 2,582 $247K 0.02% +62 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 580 shares; 2024Q3: 10,430 shares; 2024Q4: 9,887 shares; 2025Q1: 9,915 shares; 2025Q2: 9,887 shares 9,887 $246K 0.02% -28 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,790 shares; 2024Q3: 2,212 shares; 2024Q4: 2,208 shares; 2025Q1: 1,938 shares; 2025Q2: 2,208 shares 2,208 $246K 0.02% +270 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,392 shares; 2024Q3: 3,192 shares; 2024Q4: 17,092 shares; 2025Q1: 19,492 shares; 2025Q2: 17,092 shares 17,092 $246K 0.02% -2,400 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,432 shares; 2024Q3: 6,043 shares; 2024Q4: 6,043 shares; 2025Q1: 5,577 shares; 2025Q2: 6,043 shares 6,043 $245K 0.02% +466 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,211 shares; 2024Q3: 10,057 shares; 2024Q4: 4,618 shares; 2025Q1: 3,717 shares; 2025Q2: 4,618 shares 4,618 $244K 0.02% +901 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,085 shares; 2024Q3: 20,118 shares; 2024Q4: 10,034 shares; 2025Q1: 8,081 shares; 2025Q2: 10,034 shares 10,034 $243K 0.02% +1,953 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,702 shares; 2025Q1: not reported; 2025Q2: 3,702 shares 3,702 $243K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,655 shares; 2024Q3: 2,955 shares; 2024Q4: 6,165 shares; 2025Q1: 6,790 shares; 2025Q2: 6,165 shares 6,165 $243K 0.02% -625 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 419 shares; 2024Q3: 387 shares; 2024Q4: 384 shares; 2025Q1: 383 shares; 2025Q2: 384 shares 384 $242K 0.02% +1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 462 shares; 2024Q3: 516 shares; 2024Q4: 1,072 shares; 2025Q1: 1,139 shares; 2025Q2: 1,072 shares 1,072 $240K 0.02% -67 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5,163 shares; 2024Q4: 5,163 shares; 2025Q1: 5,163 shares; 2025Q2: 5,163 shares 5,163 $240K 0.02% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,008 shares; 2024Q3: 4,008 shares; 2024Q4: 3,708 shares; 2025Q1: 3,783 shares; 2025Q2: 3,708 shares 3,708 $239K 0.02% -75 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,579 shares; 2024Q3: 2,590 shares; 2024Q4: 2,451 shares; 2025Q1: 2,008 shares; 2025Q2: 2,451 shares 2,451 $237K 0.02% +443 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 928 shares; 2024Q3: 1,203 shares; 2024Q4: 1,242 shares; 2025Q1: 195 shares; 2025Q2: 1,242 shares 1,242 $235K 0.02% +1,047 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 440 shares; 2024Q3: 441 shares; 2024Q4: 977 shares; 2025Q1: 250 shares; 2025Q2: 977 shares 977 $235K 0.02% +727 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,922 shares; 2024Q3: 4,261 shares; 2024Q4: 3,916 shares; 2025Q1: 1,770 shares; 2025Q2: 3,919 shares 3,919 $234K 0.02% +2,149 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 372 shares; 2024Q3: 2,672 shares; 2024Q4: 2,717 shares; 2025Q1: 2,776 shares; 2025Q2: 2,717 shares 2,717 $234K 0.02% -59 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,594 shares; 2024Q3: 2,128 shares; 2024Q4: 1,697 shares; 2025Q1: 1,408 shares; 2025Q2: 1,697 shares 1,697 $233K 0.02% +289 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 914 shares; 2024Q3: 916 shares; 2024Q4: 896 shares; 2025Q1: 931 shares; 2025Q2: 896 shares 896 $231K 0.02% -35 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,554 shares; 2024Q3: 5,905 shares; 2024Q4: 5,930 shares; 2025Q1: 6,260 shares; 2025Q2: 5,930 shares 5,930 $229K 0.02% -330 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,723 shares; 2024Q3: 10,141 shares; 2024Q4: 9,654 shares; 2025Q1: 9,389 shares; 2025Q2: 9,654 shares 9,654 $226K 0.02% +265 Timeline INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,851 shares; 2024Q3: 8,320 shares; 2024Q4: 7,820 shares; 2025Q1: not reported; 2025Q2: 7,820 shares 7,820 $223K 0.02% new WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,913 shares; 2025Q1: 2,820 shares; 2025Q2: 2,913 shares 2,913 $222K 0.02% +93 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,520 shares; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 5,180 shares; 2025Q2: 6,500 shares 6,500 $222K 0.02% +1,320 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,632 shares; 2024Q3: 17,303 shares; 2024Q4: 17,053 shares; 2025Q1: 13 shares; 2025Q2: 17,053 shares 17,053 $222K 0.02% +17,040 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,541 shares; 2024Q3: 3,550 shares; 2024Q4: 4,483 shares; 2025Q1: 6,355 shares; 2025Q2: 4,551 shares 4,551 $220K 0.02% -1,804 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,226 shares; 2025Q1: 1,477 shares; 2025Q2: 2,226 shares 2,226 $219K 0.02% +749 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,951 shares 13,951 $216K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,425 shares; 2024Q3: 559 shares; 2024Q4: 1,400 shares; 2025Q1: 857 shares; 2025Q2: 1,400 shares 1,400 $215K 0.02% +543 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 659 shares; 2024Q3: 812 shares; 2024Q4: 969 shares; 2025Q1: 1,129 shares; 2025Q2: 969 shares 969 $214K 0.02% -160 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,705 shares; 2024Q3: 3,783 shares; 2024Q4: 3,891 shares; 2025Q1: 3,220 shares; 2025Q2: 3,891 shares 3,891 $213K 0.02% +671 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,957 shares; 2024Q3: 5,963 shares; 2024Q4: 5,969 shares; 2025Q1: 7,240 shares; 2025Q2: 5,969 shares 5,969 $211K 0.02% -1,271 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,898 shares; 2024Q3: 3,925 shares; 2024Q4: 2,820 shares; 2025Q1: 2,744 shares; 2025Q2: 2,820 shares 2,820 $211K 0.02% +76 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,800 shares; 2024Q3: 1,373 shares; 2024Q4: 1,775 shares; 2025Q1: 1,302 shares; 2025Q2: 1,775 shares 1,775 $210K 0.02% +473 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,199 shares; 2024Q3: 5,622 shares; 2024Q4: 5,639 shares; 2025Q1: 5,629 shares; 2025Q2: 5,639 shares 5,639 $210K 0.02% +10 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,843 shares; 2024Q3: 4,885 shares; 2024Q4: 4,771 shares; 2025Q1: 4,643 shares; 2025Q2: 4,793 shares 4,793 $209K 0.02% +150 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,814 shares; 2024Q3: 2,798 shares; 2024Q4: 2,704 shares; 2025Q1: 2,529 shares; 2025Q2: 2,704 shares 2,704 $209K 0.02% +175 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,739 shares; 2024Q3: 1,718 shares; 2024Q4: 1,714 shares; 2025Q1: 65 shares; 2025Q2: 1,714 shares 1,714 $208K 0.02% +1,649 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 106 shares; 2024Q3: 51 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares 65 $208K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,280 shares; 2024Q3: 3,509 shares; 2024Q4: 3,515 shares; 2025Q1: 3,476 shares; 2025Q2: 3,515 shares 3,515 $206K 0.02% +39 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,813 shares; 2024Q3: 2,817 shares; 2024Q4: 2,719 shares; 2025Q1: 2,208 shares; 2025Q2: 2,719 shares 2,719 $206K 0.02% +511 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,276 shares; 2024Q3: 1,333 shares; 2024Q4: 2,711 shares; 2025Q1: 2,725 shares; 2025Q2: 2,711 shares 2,711 $206K 0.02% -14 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,894 shares; 2024Q3: 1,979 shares; 2024Q4: 1,941 shares; 2025Q1: 1,829 shares; 2025Q2: 1,941 shares 1,941 $205K 0.02% +112 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 826 shares; 2024Q3: 990 shares; 2024Q4: 1,013 shares; 2025Q1: 1,569 shares; 2025Q2: 1,013 shares 1,013 $204K 0.02% -556 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,041 shares; 2024Q3: 1,113 shares; 2024Q4: 871 shares; 2025Q1: 1,407 shares; 2025Q2: 871 shares 871 $202K 0.02% -536 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,149 shares; 2024Q3: 1,118 shares; 2024Q4: 961 shares; 2025Q1: 961 shares; 2025Q2: 961 shares 961 $202K 0.02% 0 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,377 shares; 2024Q3: 2,186 shares; 2024Q4: 2,196 shares; 2025Q1: 1,861 shares; 2025Q2: 2,196 shares 2,196 $201K 0.02% +335 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 33,499 shares; 2024Q3: 40,674 shares; 2024Q4: 20,243 shares; 2025Q1: 14,762 shares; 2025Q2: 20,243 shares 20,243 $200K 0.02% +5,481 Timeline CRDT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,043 shares; 2025Q2: 7,945 shares 7,945 $199K 0.02% -21,098 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 516 shares; 2024Q3: 694 shares; 2024Q4: 695 shares; 2025Q1: 394 shares; 2025Q2: 695 shares 695 $199K 0.02% +301 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 553 shares; 2024Q3: 696 shares; 2024Q4: 800 shares; 2025Q1: 790 shares; 2025Q2: 800 shares 800 $199K 0.02% +10 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,534 shares; 2025Q1: 2,673 shares; 2025Q2: 2,534 shares 2,534 $197K 0.02% -139 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,933 shares; 2024Q3: 5,955 shares; 2024Q4: 6,211 shares; 2025Q1: 6,414 shares; 2025Q2: 6,211 shares 6,211 $197K 0.02% -203 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,267 shares; 2024Q3: 2,288 shares; 2024Q4: 1,846 shares; 2025Q1: 2,184 shares; 2025Q2: 1,846 shares 1,846 $197K 0.02% -338 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,510 shares; 2024Q3: 2,310 shares; 2024Q4: 2,313 shares; 2025Q1: 650 shares; 2025Q2: 2,313 shares 2,313 $196K 0.02% +1,663 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,000 shares; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares 16,000 $194K 0.02% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,750 shares; 2025Q1: 11,534 shares; 2025Q2: 3,750 shares 3,750 $193K 0.02% -7,784 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,134 shares; 2024Q3: 8,134 shares; 2024Q4: 8,919 shares; 2025Q1: 12,552 shares; 2025Q2: 8,919 shares 8,919 $192K 0.02% -3,633 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 838 shares; 2024Q3: 709 shares; 2024Q4: 637 shares; 2025Q1: 536 shares; 2025Q2: 637 shares 637 $191K 0.02% +101 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,213 shares; 2024Q3: 6,343 shares; 2024Q4: 7,363 shares; 2025Q1: 6,363 shares; 2025Q2: 7,363 shares 7,363 $191K 0.02% +1,000 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,005 shares; 2024Q3: 9,005 shares; 2024Q4: 7,635 shares; 2025Q1: 7,635 shares; 2025Q2: 7,635 shares 7,635 $191K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,528 shares; 2024Q3: 3,628 shares; 2024Q4: 5,435 shares; 2025Q1: 5,755 shares; 2025Q2: 5,435 shares 5,435 $190K 0.02% -320 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,865 shares; 2024Q3: 6,865 shares; 2024Q4: 6,865 shares; 2025Q1: 14,565 shares; 2025Q2: 6,865 shares 6,865 $189K 0.02% -7,700 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,803 shares; 2024Q3: 4,803 shares; 2024Q4: 4,803 shares; 2025Q1: 4,128 shares; 2025Q2: 4,803 shares 4,803 $188K 0.02% +675 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,382 shares; 2024Q3: 3,348 shares; 2024Q4: 3,135 shares; 2025Q1: 2,532 shares; 2025Q2: 3,135 shares 3,135 $187K 0.02% +603 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,647 shares; 2024Q3: 1,654 shares; 2024Q4: 1,662 shares; 2025Q1: 14 shares; 2025Q2: 1,662 shares 1,662 $186K 0.02% +1,648 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,996 shares; 2024Q3: 8,695 shares; 2024Q4: 1,890 shares; 2025Q1: 829 shares; 2025Q2: 1,743 shares 1,743 $186K 0.02% +914 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,385 shares; 2024Q3: 4,222 shares; 2024Q4: 3,716 shares; 2025Q1: 3,631 shares; 2025Q2: 3,716 shares 3,716 $186K 0.02% +85 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,666 shares; 2024Q3: 1,666 shares; 2024Q4: 1,694 shares; 2025Q1: 1,693 shares; 2025Q2: 1,694 shares 1,694 $185K 0.02% +1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 908 shares; 2024Q3: 950 shares; 2024Q4: 482 shares; 2025Q1: 432 shares; 2025Q2: 482 shares 482 $184K 0.02% +50 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,454 shares; 2024Q3: 6,467 shares; 2024Q4: 4,178 shares; 2025Q1: 4,104 shares; 2025Q2: 4,178 shares 4,178 $184K 0.02% +74 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 417 shares; 2024Q3: 464 shares; 2024Q4: 439 shares; 2025Q1: 164 shares; 2025Q2: 439 shares 439 $184K 0.02% +275 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 958 shares; 2024Q3: 1,358 shares; 2024Q4: 1,426 shares; 2025Q1: 1,186 shares; 2025Q2: 1,426 shares 1,426 $184K 0.02% +240 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,694 shares; 2024Q3: 21,134 shares; 2024Q4: 22,134 shares; 2025Q1: 8,740 shares; 2025Q2: 22,134 shares 22,134 $183K 0.02% +13,394 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,151 shares; 2024Q3: 2,155 shares; 2024Q4: 969 shares; 2025Q1: 969 shares; 2025Q2: 969 shares 969 $183K 0.02% 0 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 785 shares; 2024Q3: 1,092 shares; 2024Q4: 1,153 shares; 2025Q1: not reported; 2025Q2: 1,153 shares 1,153 $182K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,731 shares; 2024Q3: 6,731 shares; 2024Q4: 6,731 shares; 2025Q1: 6,583 shares; 2025Q2: 6,731 shares 6,731 $181K 0.02% +148 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,562 shares; 2024Q3: 2,562 shares; 2024Q4: 2,562 shares; 2025Q1: 2,567 shares; 2025Q2: 2,562 shares 2,562 $181K 0.02% -5 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,354 shares; 2024Q3: 1,372 shares; 2024Q4: 788 shares; 2025Q1: 667 shares; 2025Q2: 788 shares 788 $181K 0.02% +121 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares 5,000 $180K 0.02% 0 Timeline IBAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,125 shares; 2025Q1: 7,792 shares; 2025Q2: 8,125 shares 8,125 $179K 0.02% +333 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,938 shares; 2024Q3: 8,594 shares; 2024Q4: 8,594 shares; 2025Q1: 8,594 shares; 2025Q2: 8,594 shares 8,594 $178K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,486 shares; 2024Q3: 2,486 shares; 2024Q4: 2,486 shares; 2025Q1: 2,486 shares; 2025Q2: 2,486 shares 2,486 $178K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,323 shares; 2024Q3: 1,332 shares; 2024Q4: 1,340 shares; 2025Q1: 1,348 shares; 2025Q2: 1,340 shares 1,340 $177K 0.02% -8 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,185 shares; 2024Q3: 2,035 shares; 2024Q4: 2,092 shares; 2025Q1: 1,867 shares; 2025Q2: 2,092 shares 2,092 $176K 0.02% +225 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,857 shares; 2024Q3: 6,805 shares; 2024Q4: 6,805 shares; 2025Q1: 6,580 shares; 2025Q2: 6,805 shares 6,805 $176K 0.02% +225 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 621 shares; 2024Q3: 752 shares; 2024Q4: 658 shares; 2025Q1: 555 shares; 2025Q2: 658 shares 658 $174K 0.02% +103 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,361 shares; 2024Q3: 2,361 shares; 2024Q4: 2,116 shares; 2025Q1: 2,116 shares; 2025Q2: 2,116 shares 2,116 $173K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,754 shares; 2024Q3: 5,460 shares; 2024Q4: 5,470 shares; 2025Q1: 5,686 shares; 2025Q2: 5,470 shares 5,470 $173K 0.02% -216 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,230 shares; 2024Q3: 3,455 shares; 2024Q4: 3,542 shares; 2025Q1: 2,800 shares; 2025Q2: 3,542 shares 3,542 $173K 0.02% +742 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,878 shares; 2024Q3: 14,988 shares; 2024Q4: 14,638 shares; 2025Q1: not reported; 2025Q2: 14,726 shares 14,726 $172K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,612 shares; 2024Q3: 3,363 shares; 2024Q4: 3,363 shares; 2025Q1: 3,149 shares; 2025Q2: 3,363 shares 3,363 $170K 0.01% +214 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,621 shares; 2024Q4: 1,619 shares; 2025Q1: 1,779 shares; 2025Q2: 1,619 shares 1,619 $170K 0.01% -160 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,055 shares; 2024Q3: 1,800 shares; 2024Q4: 1,639 shares; 2025Q1: 1,164 shares; 2025Q2: 1,639 shares 1,639 $169K 0.01% +475 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,585 shares; 2025Q1: 1,283 shares; 2025Q2: 1,585 shares 1,585 $169K 0.01% +302 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 485 shares; 2024Q3: 3,932 shares; 2024Q4: 7,445 shares; 2025Q1: 6,809 shares; 2025Q2: 7,445 shares 7,445 $169K 0.01% +636 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,277 shares; 2024Q4: 5,962 shares; 2025Q1: 3,107 shares; 2025Q2: 5,962 shares 5,962 $167K 0.01% +2,855 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,000 shares; 2024Q3: 4,187 shares; 2024Q4: 4,223 shares; 2025Q1: not reported; 2025Q2: 4,223 shares 4,223 $167K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,940 shares; 2024Q3: 7,014 shares; 2024Q4: 7,111 shares; 2025Q1: 7,160 shares; 2025Q2: 7,111 shares 7,111 $167K 0.01% -49 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,727 shares; 2024Q3: 2,727 shares; 2024Q4: 3,354 shares; 2025Q1: 3,354 shares; 2025Q2: 3,354 shares 3,354 $167K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,700 shares; 2024Q3: 785 shares; 2024Q4: 526 shares; 2025Q1: 492 shares; 2025Q2: 526 shares 526 $166K 0.01% +34 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,380 shares; 2024Q3: 4,380 shares; 2024Q4: 4,380 shares; 2025Q1: 4,380 shares; 2025Q2: 4,380 shares 4,380 $166K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,276 shares; 2024Q3: 2,276 shares; 2024Q4: 351 shares; 2025Q1: 242 shares; 2025Q2: 351 shares 351 $165K 0.01% +109 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,380 shares; 2024Q3: 4,380 shares; 2024Q4: 4,380 shares; 2025Q1: 4,380 shares; 2025Q2: 4,380 shares 4,380 $164K 0.01% 0 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,050 shares; 2025Q1: 16,535 shares; 2025Q2: 6,050 shares 6,050 $164K 0.01% -10,485 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,721 shares; 2024Q3: 1,742 shares; 2024Q4: 1,683 shares; 2025Q1: 1,873 shares; 2025Q2: 1,683 shares 1,683 $163K 0.01% -190 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 364 shares; 2024Q3: 364 shares; 2024Q4: 846 shares; 2025Q1: 994 shares; 2025Q2: 846 shares 846 $163K 0.01% -148 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,106 shares; 2024Q3: 5,564 shares; 2024Q4: 3,892 shares; 2025Q1: 6,497 shares; 2025Q2: 3,892 shares 3,892 $163K 0.01% -2,605 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,022 shares; 2024Q3: 7,973 shares; 2024Q4: 7,973 shares; 2025Q1: 6,760 shares; 2025Q2: 7,973 shares 7,973 $162K 0.01% +1,213 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,496 shares; 2024Q3: 1,496 shares; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 1,496 shares 1,496 $161K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,585 shares; 2024Q4: 4,978 shares; 2025Q1: 5,178 shares; 2025Q2: 4,978 shares 4,978 $161K 0.01% -200 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,600 shares; 2024Q3: 16,600 shares; 2024Q4: 16,600 shares; 2025Q1: 16,600 shares; 2025Q2: 16,600 shares 16,600 $160K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 872 shares; 2024Q3: 942 shares; 2024Q4: 1,256 shares; 2025Q1: 1,256 shares; 2025Q2: 1,256 shares 1,256 $159K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,797 shares; 2024Q3: 8,797 shares; 2024Q4: 8,797 shares; 2025Q1: 10,297 shares; 2025Q2: 8,797 shares 8,797 $158K 0.01% -1,500 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,979 shares; 2024Q3: 5,979 shares; 2024Q4: 3,979 shares; 2025Q1: 179 shares; 2025Q2: 3,979 shares 3,979 $157K 0.01% +3,800 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,149 shares; 2024Q3: 1,626 shares; 2024Q4: 1,172 shares; 2025Q1: 492 shares; 2025Q2: 1,172 shares 1,172 $157K 0.01% +680 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,929 shares; 2024Q3: 1,850 shares; 2024Q4: 1,738 shares; 2025Q1: 9,240 shares; 2025Q2: 1,738 shares 1,738 $157K 0.01% -7,502 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 382 shares; 2024Q3: 388 shares; 2024Q4: 374 shares; 2025Q1: 373 shares; 2025Q2: 374 shares 374 $157K 0.01% +1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,475 shares; 2024Q3: 2,475 shares; 2024Q4: 2,310 shares; 2025Q1: 3,022 shares; 2025Q2: 2,310 shares 2,310 $156K 0.01% -712 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,462 shares; 2024Q3: 9,533 shares; 2024Q4: 2,028 shares; 2025Q1: 866 shares; 2025Q2: 2,028 shares 2,028 $156K 0.01% +1,162 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 163 shares; 2024Q3: 408 shares; 2024Q4: 609 shares; 2025Q1: 616 shares; 2025Q2: 609 shares 609 $155K 0.01% -7 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,115 shares; 2024Q3: 1,129 shares; 2024Q4: 946 shares; 2025Q1: 2,842 shares; 2025Q2: 946 shares 946 $154K 0.01% -1,896 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,928 shares; 2024Q3: 14,919 shares; 2024Q4: 7,757 shares; 2025Q1: 7,785 shares; 2025Q2: 7,757 shares 7,757 $154K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,074 shares; 2024Q4: 1,074 shares; 2025Q1: 1,074 shares; 2025Q2: 1,074 shares 1,074 $153K 0.01% 0 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 637 shares; 2024Q3: 593 shares; 2024Q4: 568 shares; 2025Q1: not reported; 2025Q2: 568 shares 568 $153K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,937 shares; 2024Q3: 10,112 shares; 2024Q4: 8,362 shares; 2025Q1: 7,888 shares; 2025Q2: 8,362 shares 8,362 $153K 0.01% +474 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,894 shares; 2024Q3: 10,268 shares; 2024Q4: 8,732 shares; 2025Q1: 4,922 shares; 2025Q2: 8,732 shares 8,732 $152K 0.01% +3,810 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,141 shares; 2024Q3: 1,157 shares; 2024Q4: 1,157 shares; 2025Q1: 1,075 shares; 2025Q2: 1,141 shares 1,141 $152K 0.01% +66 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,926 shares; 2024Q3: 13,135 shares; 2024Q4: 13,343 shares; 2025Q1: 13,563 shares; 2025Q2: 13,417 shares 13,417 $151K 0.01% -146 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,495 shares; 2024Q3: 7,895 shares; 2024Q4: 3,866 shares; 2025Q1: 3,357 shares; 2025Q2: 3,866 shares 3,866 $151K 0.01% +509 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,464 shares; 2024Q4: 1,464 shares; 2025Q1: 1,464 shares; 2025Q2: 1,464 shares 1,464 $151K 0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 750 shares; 2024Q3: 1,027 shares; 2024Q4: 9,750 shares; 2025Q1: 750 shares; 2025Q2: 9,750 shares 9,750 $150K 0.01% +9,000 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 982 shares; 2024Q3: 924 shares; 2024Q4: 813 shares; 2025Q1: 1,013 shares; 2025Q2: 813 shares 813 $150K 0.01% -200 Timeline Blue Owl Capital Corp III Blue Owl Capital Corp III More: the full row for Blue Owl Capital Corp III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,822 shares; 2024Q3: 10,331 shares; 2024Q4: 10,340 shares; 2025Q1: not reported; 2025Q2: 10,340 shares 10,340 $149K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,002 shares; 2024Q3: 1,002 shares; 2024Q4: 1,002 shares; 2025Q1: 643 shares; 2025Q2: 1,002 shares 1,002 $149K 0.01% +359 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,800 shares; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares 4,800 $149K 0.01% 0 Timeline JANH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,871 shares; 2024Q3: 5,933 shares; 2024Q4: 5,997 shares; 2025Q1: 37,405 shares; 2025Q2: 5,997 shares 5,997 $148K 0.01% -31,408 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,717 shares 5,717 $146K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,645 shares; 2024Q3: 17,216 shares; 2024Q4: 16,645 shares; 2025Q1: 13,445 shares; 2025Q2: 13,445 shares 13,445 $146K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,100 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares 250 $144K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,188 shares; 2024Q3: 8,240 shares; 2024Q4: 5,096 shares; 2025Q1: 5,132 shares; 2025Q2: 5,096 shares 5,096 $143K 0.01% -36 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,689 shares; 2024Q3: 2,690 shares; 2024Q4: 2,395 shares; 2025Q1: 1,664 shares; 2025Q2: 2,395 shares 2,395 $141K 0.01% +731 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,542 shares; 2024Q3: 3,732 shares; 2024Q4: 5,302 shares; 2025Q1: 4,679 shares; 2025Q2: 5,302 shares 5,302 $140K 0.01% +623 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,714 shares; 2024Q3: 2,508 shares; 2024Q4: 2,287 shares; 2025Q1: 2,253 shares; 2025Q2: 2,287 shares 2,287 $138K 0.01% +34 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,351 shares; 2024Q3: 2,354 shares; 2024Q4: 2,356 shares; 2025Q1: 2,359 shares; 2025Q2: 2,356 shares 2,356 $138K 0.01% -3 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 539 shares; 2024Q3: 727 shares; 2024Q4: 413 shares; 2025Q1: 426 shares; 2025Q2: 413 shares 413 $137K 0.01% -13 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 303 shares; 2024Q3: 303 shares; 2024Q4: 283 shares; 2025Q1: 303 shares; 2025Q2: 283 shares 283 $137K 0.01% -20 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,353 shares; 2024Q3: 1,353 shares; 2024Q4: 1,353 shares; 2025Q1: 1,353 shares; 2025Q2: 1,353 shares 1,353 $137K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,014 shares; 2024Q3: 7,574 shares; 2024Q4: 7,574 shares; 2025Q1: 7,078 shares; 2025Q2: 7,574 shares 7,574 $137K 0.01% +496 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,077 shares; 2024Q3: 4,077 shares; 2024Q4: 4,577 shares; 2025Q1: 5,477 shares; 2025Q2: 4,577 shares 4,577 $136K 0.01% -900 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 106 shares; 2024Q3: 111 shares; 2024Q4: 2,350 shares; 2025Q1: 111 shares; 2025Q2: 2,350 shares 2,350 $136K 0.01% +2,239 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29,300 shares; 2024Q3: 29,300 shares; 2024Q4: 24,300 shares; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares 7,300 $135K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,063 shares; 2024Q3: 7,651 shares; 2024Q4: 6,525 shares; 2025Q1: 6,100 shares; 2025Q2: 6,525 shares 6,525 $135K 0.01% +425 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,487 shares; 2024Q3: 3,122 shares; 2024Q4: 2,879 shares; 2025Q1: 2,832 shares; 2025Q2: 2,879 shares 2,879 $135K 0.01% +47 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,034 shares; 2024Q3: 8,911 shares; 2024Q4: 10,774 shares; 2025Q1: 2,858 shares; 2025Q2: 10,774 shares 10,774 $134K 0.01% +7,916 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,772 shares; 2024Q3: 1,778 shares; 2024Q4: 1,692 shares; 2025Q1: 1,332 shares; 2025Q2: 1,692 shares 1,692 $133K 0.01% +360 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 189 shares; 2024Q3: 2,363 shares; 2024Q4: 2,359 shares; 2025Q1: 2,357 shares; 2025Q2: 2,359 shares 2,359 $132K 0.01% +2 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 264 shares; 2024Q3: 272 shares; 2024Q4: 290 shares; 2025Q1: 484 shares; 2025Q2: 290 shares 290 $132K 0.01% -194 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 169 shares; 2024Q3: 189 shares; 2024Q4: 1,358 shares; 2025Q1: 199 shares; 2025Q2: 1,358 shares 1,358 $131K 0.01% +1,159 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,780 shares; 2024Q3: 3,036 shares; 2024Q4: 3,036 shares; 2025Q1: 4,036 shares; 2025Q2: 3,036 shares 3,036 $131K 0.01% -1,000 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,711 shares; 2024Q3: 1,739 shares; 2024Q4: 1,712 shares; 2025Q1: 1,712 shares; 2025Q2: 1,712 shares 1,712 $131K 0.01% 0 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,656 shares; 2024Q3: 13,829 shares; 2024Q4: 14,000 shares; 2025Q1: 2,000 shares; 2025Q2: 12,061 shares 12,061 $130K 0.01% +10,061 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,273 shares; 2024Q3: 1,751 shares; 2024Q4: 337 shares; 2025Q1: 29 shares; 2025Q2: 337 shares 337 $130K 0.01% +308 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11 shares; 2024Q3: 11 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares 350 $130K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 118 shares; 2024Q3: 118 shares; 2024Q4: 3,165 shares; 2025Q1: 2,592 shares; 2025Q2: 3,165 shares 3,165 $130K 0.01% +573 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,325 shares; 2024Q4: 3,751 shares; 2025Q1: 3,751 shares; 2025Q2: 3,751 shares 3,751 $130K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 80 shares; 2024Q3: 93 shares; 2024Q4: 103 shares; 2025Q1: 121 shares; 2025Q2: 103 shares 103 $130K 0.01% -18 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,305 shares; 2024Q3: 1,305 shares; 2024Q4: 1,466 shares; 2025Q1: 1,466 shares; 2025Q2: 1,466 shares 1,466 $130K 0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 399 shares; 2024Q3: 501 shares; 2024Q4: 359 shares; 2025Q1: 267 shares; 2025Q2: 359 shares 359 $129K 0.01% +92 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,341 shares; 2024Q3: 1,780 shares; 2024Q4: 1,408 shares; 2025Q1: 628 shares; 2025Q2: 1,408 shares 1,408 $129K 0.01% +780 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,005 shares; 2024Q3: 6,005 shares; 2024Q4: 10,031 shares; 2025Q1: 6 shares; 2025Q2: 10,031 shares 10,031 $129K 0.01% +10,025 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,979 shares; 2024Q3: 2,979 shares; 2024Q4: 2,979 shares; 2025Q1: 379 shares; 2025Q2: 2,979 shares 2,979 $128K 0.01% +2,600 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,357 shares; 2024Q3: 3,695 shares; 2024Q4: 4,559 shares; 2025Q1: 7,709 shares; 2025Q2: 4,859 shares 4,859 $128K 0.01% -2,850 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,143 shares; 2024Q3: 894 shares; 2024Q4: 894 shares; 2025Q1: 945 shares; 2025Q2: 894 shares 894 $127K 0.01% -51 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,411 shares; 2024Q4: 1,402 shares; 2025Q1: 1,205 shares; 2025Q2: 1,402 shares 1,402 $126K 0.01% +197 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,638 shares; 2024Q3: 12,484 shares; 2024Q4: 2,150 shares; 2025Q1: 500 shares; 2025Q2: 2,150 shares 2,150 $126K 0.01% +1,650 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,487 shares; 2024Q3: 7,496 shares; 2024Q4: 7,505 shares; 2025Q1: 7,200 shares; 2025Q2: 7,505 shares 7,505 $126K 0.01% +305 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16 shares; 2024Q3: 160 shares; 2024Q4: 434 shares; 2025Q1: 434 shares; 2025Q2: 434 shares 434 $126K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 5,200 shares; 2024Q4: 5,032 shares; 2025Q1: 5,065 shares; 2025Q2: 5,032 shares 5,032 $125K 0.01% -33 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,815 shares; 2024Q3: 2,815 shares; 2024Q4: 2,815 shares; 2025Q1: 2,015 shares; 2025Q2: 2,815 shares 2,815 $125K 0.01% +800 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,022 shares; 2024Q3: 2,022 shares; 2024Q4: 2,018 shares; 2025Q1: 4,049 shares; 2025Q2: 2,018 shares 2,018 $125K 0.01% -2,031 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,300 shares; 2024Q4: 9,000 shares; 2025Q1: 14,500 shares; 2025Q2: 9,800 shares 9,800 $125K 0.01% -4,700 Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,326 shares; 2024Q3: 17,446 shares; 2024Q4: 17,577 shares; 2025Q1: 72,025 shares; 2025Q2: 17,577 shares 17,577 $124K 0.01% -54,448 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,978 shares; 2024Q3: 6,994 shares; 2024Q4: 6,900 shares; 2025Q1: 6,918 shares; 2025Q2: 6,900 shares 6,900 $124K 0.01% -18 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,334 shares; 2024Q3: 1,334 shares; 2024Q4: 1,334 shares; 2025Q1: 1,334 shares; 2025Q2: 1,334 shares 1,334 $123K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,534 shares; 2024Q3: 1,537 shares; 2024Q4: 1,539 shares; 2025Q1: 1,544 shares; 2025Q2: 1,539 shares 1,539 $123K 0.01% -5 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 178 shares; 2024Q3: 190 shares; 2024Q4: 215 shares; 2025Q1: 190 shares; 2025Q2: 215 shares 215 $122K 0.01% +25 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,269 shares; 2024Q3: 1,301 shares; 2024Q4: 1,156 shares; 2025Q1: 62 shares; 2025Q2: 1,156 shares 1,156 $122K 0.01% +1,094 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,082 shares; 2024Q3: 5,082 shares; 2024Q4: 5,082 shares; 2025Q1: 6,932 shares; 2025Q2: 5,082 shares 5,082 $122K 0.01% -1,850 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,752 shares; 2025Q1: 4,800 shares; 2025Q2: 5,752 shares 5,752 $121K 0.01% +952 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,000 shares; 2024Q3: 4,609 shares; 2024Q4: 4,609 shares; 2025Q1: 2,609 shares; 2025Q2: 4,609 shares 4,609 $121K 0.01% +2,000 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,800 shares; 2024Q3: 3,000 shares; 2024Q4: 5,960 shares; 2025Q1: 7,935 shares; 2025Q2: 5,960 shares 5,960 $120K 0.01% -1,975 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,166 shares; 2024Q3: 7,758 shares; 2024Q4: 7,851 shares; 2025Q1: 7,550 shares; 2025Q2: 7,851 shares 7,851 $120K 0.01% +301 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,449 shares; 2024Q3: 16,023 shares; 2024Q4: 16,226 shares; 2025Q1: 21,143 shares; 2025Q2: 16,226 shares 16,226 $118K 0.01% -4,917 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,510 shares; 2024Q3: 13,540 shares; 2024Q4: 13,540 shares; 2025Q1: 14,580 shares; 2025Q2: 13,580 shares 13,580 $118K 0.01% -1,000 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 21,947 shares; 2024Q3: 22,123 shares; 2024Q4: 22,124 shares; 2025Q1: 21,968 shares; 2025Q2: 22,124 shares 22,124 $117K 0.01% +156 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,419 shares; 2024Q3: 1,418 shares; 2024Q4: 1,378 shares; 2025Q1: not reported; 2025Q2: 1,378 shares 1,378 $117K 0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 889 shares; 2024Q3: 889 shares; 2024Q4: 900 shares; 2025Q1: 158 shares; 2025Q2: 900 shares 900 $116K 0.01% +742 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,674 shares; 2024Q3: 1,684 shares; 2024Q4: 1,775 shares; 2025Q1: 1,701 shares; 2025Q2: 1,775 shares 1,775 $116K 0.01% +74 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,860 shares; 2024Q3: 6,860 shares; 2024Q4: 6,860 shares; 2025Q1: 6,863 shares; 2025Q2: 6,860 shares 6,860 $116K 0.01% -3 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,005 shares; 2024Q3: 5,005 shares; 2024Q4: 4,665 shares; 2025Q1: 3,061 shares; 2025Q2: 4,665 shares 4,665 $115K 0.01% +1,604 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 13 shares; 2024Q4: 393 shares; 2025Q1: 393 shares; 2025Q2: 393 shares 393 $115K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,005 shares; 2024Q3: 8,554 shares; 2024Q4: 1,483 shares; 2025Q1: 1,170 shares; 2025Q2: 1,483 shares 1,483 $115K 0.01% +313 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 262 shares; 2024Q3: 394 shares; 2024Q4: 470 shares; 2025Q1: 904 shares; 2025Q2: 470 shares 470 $113K 0.01% -434 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,385 shares; 2024Q3: 2,387 shares; 2024Q4: 2,390 shares; 2025Q1: 171 shares; 2025Q2: 2,390 shares 2,390 $112K 0.01% +2,219 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,180 shares; 2024Q3: 995 shares; 2024Q4: 1,019 shares; 2025Q1: 1,019 shares; 2025Q2: 1,019 shares 1,019 $112K 0.01% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 136 shares; 2024Q3: 1,323 shares; 2024Q4: 1,322 shares; 2025Q1: 136 shares; 2025Q2: 1,322 shares 1,322 $112K 0.01% +1,186 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,055 shares; 2024Q3: 2,450 shares; 2024Q4: 2,554 shares; 2025Q1: 2,584 shares; 2025Q2: 2,554 shares 2,554 $111K 0.01% -30 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,445 shares; 2024Q3: 5,175 shares; 2024Q4: 4,690 shares; 2025Q1: 4,690 shares; 2025Q2: 4,690 shares 4,690 $110K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,956 shares; 2024Q3: 2,971 shares; 2024Q4: 2,956 shares; 2025Q1: 2,935 shares; 2025Q2: 2,956 shares 2,956 $110K 0.01% +21 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,665 shares; 2024Q3: 2,736 shares; 2024Q4: 1,817 shares; 2025Q1: 1,403 shares; 2025Q2: 1,817 shares 1,817 $110K 0.01% +414 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,176 shares; 2024Q3: 3,186 shares; 2024Q4: 2,061 shares; 2025Q1: 2,061 shares; 2025Q2: 2,061 shares 2,061 $109K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 753 shares; 2024Q3: 753 shares; 2024Q4: 1,253 shares; 2025Q1: 1,253 shares; 2025Q2: 1,253 shares 1,253 $108K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,600 shares; 2024Q3: 1,600 shares; 2024Q4: 1,715 shares; 2025Q1: 2,115 shares; 2025Q2: 1,715 shares 1,715 $108K 0.01% -400 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29,071 shares; 2024Q3: 29,177 shares; 2024Q4: 25,084 shares; 2025Q1: 29,584 shares; 2025Q2: 25,084 shares 25,084 $108K 0.01% -4,500 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 236 shares; 2024Q3: 236 shares; 2024Q4: 1,443 shares; 2025Q1: 1,443 shares; 2025Q2: 1,443 shares 1,443 $108K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,294 shares; 2024Q3: 4,247 shares; 2024Q4: 5,787 shares; 2025Q1: 6,824 shares; 2025Q2: 5,787 shares 5,787 $107K 0.01% -1,037 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,276 shares; 2024Q3: 1,216 shares; 2024Q4: 856 shares; 2025Q1: 660 shares; 2025Q2: 856 shares 856 $107K 0.01% +196 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,024 shares; 2024Q3: 2,024 shares; 2024Q4: 2,497 shares; 2025Q1: 2,997 shares; 2025Q2: 2,497 shares 2,497 $106K 0.01% -500 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,254 shares; 2024Q3: 2,604 shares; 2024Q4: 2,752 shares; 2025Q1: 9 shares; 2025Q2: 2,752 shares 2,752 $105K 0.01% +2,743 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 344 shares; 2024Q3: 312 shares; 2024Q4: 448 shares; 2025Q1: 420 shares; 2025Q2: 448 shares 448 $105K 0.01% +28 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 6,450 shares; 2025Q1: 7,560 shares; 2025Q2: 6,450 shares 6,450 $105K 0.01% -1,110 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,213 shares; 2024Q3: 1,414 shares; 2024Q4: 1,155 shares; 2025Q1: 1,140 shares; 2025Q2: 1,155 shares 1,155 $103K 0.01% +15 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,116 shares; 2024Q3: 2,116 shares; 2024Q4: 2,116 shares; 2025Q1: 2,116 shares; 2025Q2: 2,116 shares 2,116 $102K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,600 shares; 2024Q3: 3,940 shares; 2024Q4: 4,285 shares; 2025Q1: 4,140 shares; 2025Q2: 4,285 shares 4,285 $101K 0.01% +145 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $101K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,032 shares; 2024Q3: 2,033 shares; 2024Q4: 2,015 shares; 2025Q1: 1,997 shares; 2025Q2: 2,015 shares 2,015 $101K 0.01% +18 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,938 shares; 2024Q3: 1,938 shares; 2024Q4: 2,938 shares; 2025Q1: 2,860 shares; 2025Q2: 2,938 shares 2,938 $99.6K 0.01% +78 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 600 shares; 2024Q3: 607 shares; 2024Q4: 1,696 shares; 2025Q1: 1,455 shares; 2025Q2: 1,696 shares 1,696 $99.2K 0.01% +241 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,267 shares; 2024Q3: 2,266 shares; 2024Q4: 2,230 shares; 2025Q1: 2,227 shares; 2025Q2: 2,230 shares 2,230 $99K 0.01% +3 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,070 shares; 2024Q3: 5,129 shares; 2024Q4: 5,129 shares; 2025Q1: 4,695 shares; 2025Q2: 5,129 shares 5,129 $98.7K 0.01% +434 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,800 shares; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares 2,800 $97.2K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 832 shares; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 833 shares 833 $96.6K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,475 shares; 2024Q3: 2,475 shares; 2024Q4: 2,475 shares; 2025Q1: 1,000 shares; 2025Q2: 2,475 shares 2,475 $96.4K 0.01% +1,475 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,137 shares; 2024Q3: 2,137 shares; 2024Q4: 2,137 shares; 2025Q1: 2,137 shares; 2025Q2: 2,137 shares 2,137 $96.2K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,735 shares; 2024Q3: 6,252 shares; 2024Q4: 6,276 shares; 2025Q1: 5,243 shares; 2025Q2: 6,288 shares 6,288 $96.1K 0.01% +1,045 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,598 shares; 2025Q1: 1,598 shares; 2025Q2: 1,598 shares 1,598 $96K 0.01% 0 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,325 shares; 2025Q1: 6,775 shares; 2025Q2: 4,325 shares 4,325 $96K 0.01% -2,450 Timeline AVLV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,435 shares; 2025Q1: not reported; 2025Q2: 1,435 shares 1,435 $95.8K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,774 shares; 2024Q3: 2,882 shares; 2024Q4: 2,208 shares; 2025Q1: 2,469 shares; 2025Q2: 2,208 shares 2,208 $95.8K 0.01% -261 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 307 shares; 2024Q3: 293 shares; 2024Q4: 716 shares; 2025Q1: 692 shares; 2025Q2: 716 shares 716 $95.7K 0.01% +24 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,365 shares; 2024Q3: 2,365 shares; 2024Q4: 2,365 shares; 2025Q1: 2,776 shares; 2025Q2: 2,365 shares 2,365 $95.4K 0.01% -411 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,105 shares; 2024Q3: 2,095 shares; 2024Q4: 2,017 shares; 2025Q1: 2,022 shares; 2025Q2: 2,017 shares 2,017 $95.3K 0.01% -5 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares 4,800 $95.3K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 815 shares; 2024Q3: 816 shares; 2024Q4: 375 shares; 2025Q1: 313 shares; 2025Q2: 375 shares 375 $95.1K 0.01% +62 Timeline IRTR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,334 shares; 2025Q1: 5,872 shares; 2025Q2: 3,334 shares 3,334 $94K 0.01% -2,538 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,529 shares; 2024Q3: 2,544 shares; 2024Q4: 3,061 shares; 2025Q1: 2,364 shares; 2025Q2: 3,061 shares 3,061 $94K 0.01% +697 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,190 shares; 2024Q3: 1,190 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares 1,190 $93.5K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 12 shares; 2024Q4: 891 shares; 2025Q1: 732 shares; 2025Q2: 891 shares 891 $92.1K 0.01% +159 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,818 shares; 2024Q3: 2,750 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares 2,500 $91.8K 0.01% 0 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,314 shares; 2024Q3: 2,354 shares; 2024Q4: 2,408 shares; 2025Q1: not reported; 2025Q2: 2,408 shares 2,408 $91.4K 0.01% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,700 shares; 2024Q3: 1,800 shares; 2024Q4: 4,555 shares; 2025Q1: 3,555 shares; 2025Q2: 4,555 shares 4,555 $90.4K 0.01% +1,000 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,342 shares; 2024Q3: 6,523 shares; 2024Q4: 13,140 shares; 2025Q1: 13,387 shares; 2025Q2: 13,199 shares 13,199 $90K 0.01% -188 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,624 shares; 2024Q3: 8,624 shares; 2024Q4: 8,224 shares; 2025Q1: 11,224 shares; 2025Q2: 8,224 shares 8,224 $89.9K 0.01% -3,000 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,061 shares; 2024Q3: 1,061 shares; 2024Q4: 1,061 shares; 2025Q1: 1,061 shares; 2025Q2: 1,061 shares 1,061 $89.8K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 301 shares; 2024Q3: 321 shares; 2024Q4: 321 shares; 2025Q1: 337 shares; 2025Q2: 322 shares 322 $89.8K 0.01% -15 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,030 shares; 2024Q3: 1,030 shares; 2024Q4: 924 shares; 2025Q1: not reported; 2025Q2: 924 shares 924 $89.4K 0.01% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,054 shares; 2024Q3: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares 1,054 $89.4K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,115 shares; 2024Q3: 1,120 shares; 2024Q4: 1,142 shares; 2025Q1: 1,146 shares; 2025Q2: 1,142 shares 1,142 $89.3K 0.01% -4 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 328 shares; 2024Q3: 451 shares; 2024Q4: 677 shares; 2025Q1: 501 shares; 2025Q2: 677 shares 677 $89.2K 0.01% +176 Timeline JMOM 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,517 shares; 2024Q3: 1,520 shares; 2024Q4: 1,524 shares; 2025Q1: not reported; 2025Q2: 1,524 shares 1,524 $88.8K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,341 shares; 2024Q3: 10,361 shares; 2024Q4: 8,007 shares; 2025Q1: 8,158 shares; 2025Q2: 8,007 shares 8,007 $88.6K 0.01% -151 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,746 shares; 2024Q3: 2,712 shares; 2024Q4: 2,373 shares; 2025Q1: 2,374 shares; 2025Q2: 2,373 shares 2,373 $88.4K 0.01% -1 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,842 shares; 2024Q3: 1,859 shares; 2024Q4: 1,879 shares; 2025Q1: 1,063 shares; 2025Q2: 1,879 shares 1,879 $88.4K 0.01% +816 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 694 shares; 2024Q3: 694 shares; 2024Q4: 685 shares; 2025Q1: 80 shares; 2025Q2: 685 shares 685 $88.2K 0.01% +605 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,998 shares; 2024Q3: 1,998 shares; 2024Q4: 1,998 shares; 2025Q1: 1,998 shares; 2025Q2: 1,998 shares 1,998 $88K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,319 shares; 2024Q3: 3,328 shares; 2024Q4: 3,278 shares; 2025Q1: 3,078 shares; 2025Q2: 3,278 shares 3,278 $87.5K 0.01% +200 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,100 shares; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares 2,100 $87.2K 0.01% 0 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares 1,000 $86.3K 0.01% new Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 953 shares; 2024Q3: 517 shares; 2024Q4: 828 shares; 2025Q1: 802 shares; 2025Q2: 828 shares 828 $86.2K 0.01% +26 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 999 shares; 2024Q3: 897 shares; 2024Q4: 897 shares; 2025Q1: 300 shares; 2025Q2: 897 shares 897 $86.2K 0.01% +597 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,500 shares; 2024Q3: 1,511 shares; 2024Q4: 1,860 shares; 2025Q1: 2,325 shares; 2025Q2: 1,863 shares 1,863 $86.1K 0.01% -462 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 577 shares; 2024Q3: 964 shares; 2024Q4: 1,720 shares; 2025Q1: 1,767 shares; 2025Q2: 1,647 shares 1,647 $86K 0.01% -120 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,718 shares; 2024Q3: 1,719 shares; 2024Q4: 1,720 shares; 2025Q1: 1,721 shares; 2025Q2: 1,720 shares 1,720 $85.8K 0.01% -1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 691 shares; 2024Q3: 693 shares; 2024Q4: 695 shares; 2025Q1: 698 shares; 2025Q2: 695 shares 695 $84.6K 0.01% -3 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,972 shares; 2024Q3: 6,187 shares; 2024Q4: 3,097 shares; 2025Q1: 2,972 shares; 2025Q2: 3,097 shares 3,097 $84.2K 0.01% +125 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,021 shares; 2024Q3: 3,021 shares; 2024Q4: 3,015 shares; 2025Q1: 3,015 shares; 2025Q2: 3,015 shares 3,015 $83.5K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,496 shares; 2024Q3: 1,499 shares; 2024Q4: 1,922 shares; 2025Q1: 2,302 shares; 2025Q2: 1,922 shares 1,922 $83.1K 0.01% -380 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,098 shares; 2024Q3: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: not reported; 2025Q2: 1,098 shares 1,098 $83K 0.01% new Timeline GJAN 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,143 shares; 2024Q3: 2,143 shares; 2024Q4: 2,143 shares; 2025Q1: 30,416 shares; 2025Q2: 2,143 shares 2,143 $82.8K 0.01% -28,273 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 554 shares; 2024Q3: 849 shares; 2024Q4: 760 shares; 2025Q1: 661 shares; 2025Q2: 760 shares 760 $82.6K 0.01% +99 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000 $81.8K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 441 shares; 2024Q3: 395 shares; 2024Q4: 400 shares; 2025Q1: 318 shares; 2025Q2: 400 shares 400 $81.5K 0.01% +82 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,400 shares; 2025Q1: not reported; 2025Q2: 2,400 shares 2,400 $81K 0.01% new Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 366 shares; 2024Q3: 367 shares; 2024Q4: 367 shares; 2025Q1: 368 shares; 2025Q2: 367 shares 367 $80.8K 0.01% -1 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 83 shares; 2024Q4: 1,392 shares; 2025Q1: 1,123 shares; 2025Q2: 1,392 shares 1,392 $80.1K 0.01% +269 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,125 shares; 2024Q3: 4,695 shares; 2024Q4: 3,350 shares; 2025Q1: 3,245 shares; 2025Q2: 3,350 shares 3,350 $80K 0.01% +105 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 484 shares; 2024Q3: 484 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 484 shares 484 $79.9K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,779 shares; 2024Q3: 1,779 shares; 2024Q4: 1,371 shares; 2025Q1: 1,371 shares; 2025Q2: 1,371 shares 1,371 $79.7K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,752 shares; 2024Q3: 3,486 shares; 2024Q4: 1,952 shares; 2025Q1: 1,100 shares; 2025Q2: 1,952 shares 1,952 $79.6K 0.01% +852 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,015 shares; 2024Q3: 890 shares; 2024Q4: 779 shares; 2025Q1: 640 shares; 2025Q2: 779 shares 779 $79.4K 0.01% +139 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 395 shares; 2024Q3: 395 shares; 2024Q4: 395 shares; 2025Q1: not reported; 2025Q2: 395 shares 395 $79.4K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,571 shares; 2024Q3: 1,573 shares; 2024Q4: 1,544 shares; 2025Q1: 1,546 shares; 2025Q2: 1,544 shares 1,544 $79.3K 0.01% -2 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 680 shares; 2024Q3: 680 shares; 2024Q4: 233 shares; 2025Q1: 130 shares; 2025Q2: 233 shares 233 $79.1K 0.01% +103 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 943 shares; 2024Q3: 792 shares; 2024Q4: 688 shares; 2025Q1: 591 shares; 2025Q2: 688 shares 688 $79K 0.01% +97 Timeline INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,220 shares; 2024Q3: 2,220 shares; 2024Q4: 2,220 shares; 2025Q1: not reported; 2025Q2: 2,220 shares 2,220 $78.8K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 655 shares; 2024Q3: 655 shares; 2024Q4: 213 shares; 2025Q1: 215 shares; 2025Q2: 213 shares 213 $78.7K 0.01% -2 Timeline ALT ALTIMMUNE INC More: the full row for ALTIMMUNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,140 shares; 2024Q3: 2,374 shares; 2024Q4: 10,844 shares; 2025Q1: 10,844 shares; 2025Q2: 10,844 shares 10,844 $78.2K 0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 128 shares; 2024Q3: 128 shares; 2024Q4: 303 shares; 2025Q1: 129 shares; 2025Q2: 303 shares 303 $77.2K 0.01% +174 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 979 shares; 2024Q3: 965 shares; 2024Q4: 965 shares; 2025Q1: 910 shares; 2025Q2: 965 shares 965 $76.3K 0.01% +55 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,298 shares; 2024Q3: 2,298 shares; 2024Q4: 2,298 shares; 2025Q1: 2,298 shares; 2025Q2: 2,298 shares 2,298 $75.8K 0.01% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,902 shares; 2024Q3: 1,427 shares; 2024Q4: 2,042 shares; 2025Q1: 2,294 shares; 2025Q2: 2,042 shares 2,042 $75.7K 0.01% -252 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 647 shares; 2024Q3: 648 shares; 2024Q4: 648 shares; 2025Q1: 648 shares; 2025Q2: 648 shares 648 $75.6K 0.01% 0 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,000 shares; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: not reported; 2025Q2: 8,000 shares 8,000 $75.3K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,025 shares; 2024Q3: 992 shares; 2024Q4: 842 shares; 2025Q1: 438 shares; 2025Q2: 845 shares 845 $74.2K 0.01% +407 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 60 shares; 2024Q4: 722 shares; 2025Q1: 942 shares; 2025Q2: 722 shares 722 $74K 0.01% -220 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 749 shares; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares; 2025Q2: 981 shares 981 $73.9K 0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 150 shares; 2024Q3: 166 shares; 2024Q4: 123 shares; 2025Q1: 142 shares; 2025Q2: 123 shares 123 $73.8K 0.01% -19 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,100 shares; 2024Q4: 2,950 shares; 2025Q1: not reported; 2025Q2: 2,950 shares 2,950 $73.4K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,464 shares; 2024Q3: 8,003 shares; 2024Q4: 8,249 shares; 2025Q1: 7,582 shares; 2025Q2: 8,249 shares 8,249 $73.2K 0.01% +667 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 692 shares; 2024Q3: 692 shares; 2024Q4: 1,294 shares; 2025Q1: 325 shares; 2025Q2: 1,294 shares 1,294 $73.1K 0.01% +969 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 342 shares; 2024Q3: 343 shares; 2024Q4: 344 shares; 2025Q1: 200 shares; 2025Q2: 344 shares 344 $73.1K 0.01% +144 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 627 shares; 2024Q3: 477 shares; 2024Q4: 477 shares; 2025Q1: not reported; 2025Q2: 477 shares 477 $72.9K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,288 shares; 2024Q3: 8,057 shares; 2024Q4: 6,900 shares; 2025Q1: 5,720 shares; 2025Q2: 6,900 shares 6,900 $72.9K 0.01% +1,180 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 43 shares; 2024Q3: 713 shares; 2024Q4: 701 shares; 2025Q1: 43 shares; 2025Q2: 701 shares 701 $72.4K 0.01% +658 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,900 shares; 2024Q4: 2,650 shares; 2025Q1: 1,500 shares; 2025Q2: 2,650 shares 2,650 $72.3K 0.01% +1,150 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,938 shares; 2024Q3: 2,985 shares; 2024Q4: 2,985 shares; 2025Q1: 2,315 shares; 2025Q2: 3,008 shares 3,008 $72K 0.01% +693 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,991 shares; 2024Q3: 6,481 shares; 2024Q4: 2,895 shares; 2025Q1: 2,846 shares; 2025Q2: 2,895 shares 2,895 $71.4K 0.01% +49 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 217 shares; 2024Q3: 224 shares; 2024Q4: 103 shares; 2025Q1: 297 shares; 2025Q2: 103 shares 103 $71.3K 0.01% -194 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,394 shares; 2024Q3: 1,512 shares; 2024Q4: 3,071 shares; 2025Q1: 4,136 shares; 2025Q2: 3,071 shares 3,071 $71.2K 0.01% -1,065 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 0 shares; 2024Q3: 1,135 shares; 2024Q4: 1,137 shares; 2025Q1: 1,140 shares; 2025Q2: 1,137 shares 1,137 $71K 0.01% -3 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 628 shares; 2024Q3: 628 shares; 2024Q4: 378 shares; 2025Q1: 478 shares; 2025Q2: 378 shares 378 $70.9K 0.01% -100 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,942 shares; 2024Q3: 6,029 shares; 2024Q4: 5,309 shares; 2025Q1: 5,180 shares; 2025Q2: 5,309 shares 5,309 $70.4K 0.01% +129 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,276 shares; 2024Q3: 1,257 shares; 2024Q4: 1,164 shares; 2025Q1: 1,137 shares; 2025Q2: 1,164 shares 1,164 $70.2K 0.01% +27 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares 2,525 $70.1K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,816 shares; 2024Q3: 2,463 shares; 2024Q4: 572 shares; 2025Q1: 621 shares; 2025Q2: 572 shares 572 $70.1K 0.01% -49 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 755 shares; 2024Q3: 755 shares; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 755 shares 755 $70K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,503 shares; 2024Q3: 3,206 shares; 2024Q4: 3,206 shares; 2025Q1: 3,206 shares; 2025Q2: 3,206 shares 3,206 $69.8K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 300 shares; 2024Q3: 317 shares; 2024Q4: 300 shares; 2025Q1: 304 shares; 2025Q2: 300 shares 300 $69.2K 0.01% -4 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,234 shares; 2024Q3: 1,131 shares; 2024Q4: 1,131 shares; 2025Q1: 3,277 shares; 2025Q2: 1,131 shares 1,131 $69.2K 0.01% -2,146 Timeline LUCD LUCID DIAGNOSTICS INC More: the full row for LUCID DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 83,999 shares; 2025Q1: 383,999 shares; 2025Q2: 83,999 shares 83,999 $68.8K 0.01% -300,000 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 283 shares; 2024Q3: 309 shares; 2024Q4: 310 shares; 2025Q1: 370 shares; 2025Q2: 310 shares 310 $68.5K 0.01% -60 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 144 shares; 2024Q3: 161 shares; 2024Q4: 153 shares; 2025Q1: 156 shares; 2025Q2: 153 shares 153 $68.4K 0.01% -3 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 300 shares; 2024Q3: 1,129 shares; 2024Q4: 1,129 shares; 2025Q1: 2,010 shares; 2025Q2: 1,129 shares 1,129 $68.4K 0.01% -881 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,300 shares; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares 2,300 $68.2K 0.01% 0 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,075 shares; 2024Q3: 1,075 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares 1,075 $68.2K 0.01% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 835 shares; 2024Q3: 837 shares; 2024Q4: 2,840 shares; 2025Q1: 3,735 shares; 2025Q2: 2,840 shares 2,840 $68K 0.01% -895 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,350 shares; 2024Q3: 1,352 shares; 2024Q4: 1,353 shares; 2025Q1: 1,355 shares; 2025Q2: 1,353 shares 1,353 $67.8K 0.01% -2 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,606 shares; 2024Q3: 1,780 shares; 2024Q4: 1,811 shares; 2025Q1: not reported; 2025Q2: 1,811 shares 1,811 $66.4K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,516 shares; 2024Q3: 2,336 shares; 2024Q4: 2,362 shares; 2025Q1: 5,996 shares; 2025Q2: 2,362 shares 2,362 $65.6K 0.01% -3,634 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,671 shares; 2024Q3: 4,907 shares; 2024Q4: 2,839 shares; 2025Q1: 2,842 shares; 2025Q2: 2,839 shares 2,839 $65.6K 0.01% -3 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 1,000 shares; 2025Q2: 5,000 shares 5,000 $65.2K 0.01% +4,000 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,706 shares; 2024Q3: 1,706 shares; 2024Q4: 1,706 shares; 2025Q1: 1,486 shares; 2025Q2: 1,706 shares 1,706 $64.6K 0.01% +220 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,397 shares; 2024Q4: 1,402 shares; 2025Q1: 863 shares; 2025Q2: 1,402 shares 1,402 $64K 0.01% +539 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,830 shares; 2024Q3: 3,113 shares; 2024Q4: 1,309 shares; 2025Q1: 1,284 shares; 2025Q2: 1,309 shares 1,309 $63.9K 0.01% +25 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,848 shares; 2024Q3: 2,603 shares; 2024Q4: 2,615 shares; 2025Q1: 3,630 shares; 2025Q2: 2,615 shares 2,615 $63.6K 0.01% -1,015 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,222 shares; 2024Q3: 2,002 shares; 2024Q4: 2,002 shares; 2025Q1: not reported; 2025Q2: 2,002 shares 2,002 $63.5K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 546 shares; 2024Q4: 548 shares; 2025Q1: 549 shares; 2025Q2: 548 shares 548 $63.4K 0.01% -1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 320 shares; 2024Q3: 322 shares; 2024Q4: 495 shares; 2025Q1: 577 shares; 2025Q2: 495 shares 495 $63.2K 0.01% -82 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 651 shares; 2024Q3: 651 shares; 2024Q4: 648 shares; 2025Q1: 585 shares; 2025Q2: 648 shares 648 $63.1K 0.01% +63 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $63K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,632 shares; 2024Q3: 1,632 shares; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares 1,632 $62.8K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,894 shares; 2024Q3: 1,899 shares; 2024Q4: 1,904 shares; 2025Q1: 3,199 shares; 2025Q2: 1,904 shares 1,904 $62.7K 0.01% -1,295 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,770 shares; 2024Q4: 1,770 shares; 2025Q1: 1,770 shares; 2025Q2: 1,770 shares 1,770 $62.4K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 646 shares; 2024Q3: 873 shares; 2024Q4: 819 shares; 2025Q1: 820 shares; 2025Q2: 819 shares 819 $62.4K 0.01% -1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,857 shares; 2024Q3: 10,910 shares; 2024Q4: 10,961 shares; 2025Q1: 10,961 shares; 2025Q2: 10,961 shares 10,961 $61.8K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,795 shares; 2024Q3: 3,841 shares; 2024Q4: 3,608 shares; 2025Q1: 3,658 shares; 2025Q2: 3,608 shares 3,608 $61.6K 0.01% -50 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,104 shares; 2024Q4: 3,105 shares; 2025Q1: 3,107 shares; 2025Q2: 3,105 shares 3,105 $61.6K 0.01% -2 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,430 shares; 2024Q3: 3,274 shares; 2024Q4: 3,274 shares; 2025Q1: 2,867 shares; 2025Q2: 3,274 shares 3,274 $61.6K 0.01% +407 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 312 shares; 2024Q3: 312 shares; 2024Q4: 270 shares; 2025Q1: 282 shares; 2025Q2: 271 shares 271 $61.4K 0.01% -11 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 880 shares; 2024Q3: 880 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares 880 $60.8K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29 shares; 2024Q3: 44 shares; 2024Q4: 294 shares; 2025Q1: 44 shares; 2025Q2: 294 shares 294 $60.4K 0.01% +250 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,530 shares; 2024Q3: 3,515 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 1,530 shares 1,530 $60.2K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,507 shares; 2024Q3: 5,612 shares; 2024Q4: 2,040 shares; 2025Q1: 1,140 shares; 2025Q2: 2,040 shares 2,040 $59.8K 0.01% +900 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 924 shares; 2024Q3: 933 shares; 2024Q4: 933 shares; 2025Q1: 943 shares; 2025Q2: 943 shares 943 $59.7K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,430 shares; 2024Q3: 1,430 shares; 2024Q4: 1,430 shares; 2025Q1: 1,727 shares; 2025Q2: 1,430 shares 1,430 $59.5K 0.01% -297 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,453 shares; 2024Q3: 1,456 shares; 2024Q4: 2,302 shares; 2025Q1: 550 shares; 2025Q2: 2,302 shares 2,302 $59.5K 0.01% +1,752 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,445 shares; 2024Q3: 1,434 shares; 2024Q4: 1,595 shares; 2025Q1: 1,714 shares; 2025Q2: 1,595 shares 1,595 $59.2K 0.01% -119 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 763 shares; 2024Q3: 767 shares; 2024Q4: 767 shares; 2025Q1: 370 shares; 2025Q2: 769 shares 769 $58.8K 0.01% +399 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 900 shares; 2024Q3: 670 shares; 2024Q4: 442 shares; 2025Q1: 207 shares; 2025Q2: 442 shares 442 $58.5K 0.01% +235 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 662 shares; 2024Q3: 576 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares 520 $58.1K 0.01% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,036 shares; 2024Q3: 1,036 shares; 2024Q4: 1,036 shares; 2025Q1: not reported; 2025Q2: 1,036 shares 1,036 $57.7K 0.01% new Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 8,336 shares; 2024Q4: 8,336 shares; 2025Q1: 8,336 shares; 2025Q2: 8,336 shares 8,336 $57.1K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 400 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $57K 0.01% 0 Timeline SRTA STRATA CRITICAL MEDICAL INC More: the full row for STRATA CRITICAL MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 13,271 shares; 2025Q1: not reported; 2025Q2: 13,271 shares 13,271 $56.4K <0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 363 shares; 2024Q3: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 999 shares; 2025Q2: 1,118 shares 1,118 $56.1K <0.01% +119 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,550 shares; 2025Q1: 2,842 shares; 2025Q2: 1,555 shares 1,555 $55.8K <0.01% -1,287 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: not reported; 2025Q2: 1,700 shares 1,700 $55.2K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,178 shares; 2024Q3: 1,140 shares; 2024Q4: 1,109 shares; 2025Q1: 1,111 shares; 2025Q2: 1,109 shares 1,109 $55K <0.01% -2 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,000 shares; 2025Q1: 2,500 shares; 2025Q2: 2,000 shares 2,000 $55K <0.01% -500 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 323 shares; 2024Q3: 324 shares; 2024Q4: 315 shares; 2025Q1: 306 shares; 2025Q2: 315 shares 315 $54.6K <0.01% +9 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 700 shares; 2024Q3: 701 shares; 2024Q4: 1,335 shares; 2025Q1: 1,293 shares; 2025Q2: 1,335 shares 1,335 $53.9K <0.01% +42 Timeline IRBTQ IROBOT CORP More: the full row for IROBOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,550 shares; 2024Q3: 7,475 shares; 2024Q4: 6,850 shares; 2025Q1: 6,055 shares; 2025Q2: 6,850 shares 6,850 $53.1K <0.01% +795 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 302 shares; 2024Q4: 294 shares; 2025Q1: 273 shares; 2025Q2: 294 shares 294 $52.8K <0.01% +21 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 141 shares; 2024Q3: 654 shares; 2024Q4: 655 shares; 2025Q1: 657 shares; 2025Q2: 655 shares 655 $52.6K <0.01% -2 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 75 shares; 2024Q3: 629 shares; 2024Q4: 701 shares; 2025Q1: 510 shares; 2025Q2: 701 shares 701 $52.5K <0.01% +191 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,563 shares; 2024Q3: 2,563 shares; 2024Q4: 2,563 shares; 2025Q1: 2,552 shares; 2025Q2: 2,563 shares 2,563 $51.8K <0.01% +11 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,732 shares; 2024Q4: 2,101 shares; 2025Q1: 2,101 shares; 2025Q2: 2,101 shares 2,101 $51.5K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,100 shares; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares 1,100 $51.4K <0.01% 0 Timeline FTC 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 369 shares; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: not reported; 2025Q2: 371 shares 371 $51.2K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,450 shares; 2024Q3: 1,450 shares; 2024Q4: 1,540 shares; 2025Q1: 1,540 shares; 2025Q2: 1,540 shares 1,540 $51.2K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,230 shares; 2024Q3: 3,253 shares; 2024Q4: 3,515 shares; 2025Q1: 3,527 shares; 2025Q2: 3,515 shares 3,515 $50.9K <0.01% -12 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 900 shares; 2024Q3: 902 shares; 2024Q4: 905 shares; 2025Q1: 905 shares; 2025Q2: 905 shares 905 $50.9K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,331 shares; 2025Q1: 2,331 shares; 2025Q2: 2,331 shares 2,331 $50.7K <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,205 shares; 2024Q3: 3,093 shares; 2024Q4: 3,105 shares; 2025Q1: 1,115 shares; 2025Q2: 3,105 shares 3,105 $50.5K <0.01% +1,990 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 720 shares; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: not reported; 2025Q2: 720 shares 720 $50.1K <0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares 3,000 $49.9K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,711 shares; 2025Q1: 2,709 shares; 2025Q2: 2,711 shares 2,711 $49.9K <0.01% +2 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 211 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares 212 $49.8K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $49.7K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,236 shares; 2025Q1: 2,236 shares; 2025Q2: 2,236 shares 2,236 $49.6K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,834 shares; 2024Q3: 1,834 shares; 2024Q4: 1,834 shares; 2025Q1: 1,834 shares; 2025Q2: 1,834 shares 1,834 $49.6K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,296 shares; 2024Q3: 3,086 shares; 2024Q4: 3,086 shares; 2025Q1: 3,086 shares; 2025Q2: 3,086 shares 3,086 $49.5K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 240 shares; 2024Q3: 240 shares; 2024Q4: 2,493 shares; 2025Q1: 2,493 shares; 2025Q2: 2,493 shares 2,493 $49.2K <0.01% 0 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,500 shares; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares 3,500 $49.2K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 27 shares; 2024Q3: 27 shares; 2024Q4: 169 shares; 2025Q1: 216 shares; 2025Q2: 169 shares 169 $49.1K <0.01% -47 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 893 shares; 2024Q3: 893 shares; 2024Q4: 893 shares; 2025Q1: 893 shares; 2025Q2: 893 shares 893 $49K <0.01% 0 NAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,050 shares; 2024Q4: 1,900 shares; 2025Q1: 250 shares; 2025Q2: 1,900 shares 1,900 $48.9K <0.01% +1,650 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 412 shares; 2024Q3: 414 shares; 2024Q4: 416 shares; 2025Q1: 417 shares; 2025Q2: 416 shares 416 $48.9K <0.01% -1 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 54 shares; 2024Q3: 109 shares; 2024Q4: 103 shares; 2025Q1: 780 shares; 2025Q2: 103 shares 103 $48.8K <0.01% -677 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,408 shares; 2024Q3: 2,030 shares; 2024Q4: 2,030 shares; 2025Q1: 2,030 shares; 2025Q2: 2,030 shares 2,030 $48.5K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,187 shares; 2024Q3: 1,006 shares; 2024Q4: 887 shares; 2025Q1: 887 shares; 2025Q2: 887 shares 887 $48.3K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 173 shares; 2024Q3: 216 shares; 2024Q4: 174 shares; 2025Q1: 222 shares; 2025Q2: 174 shares 174 $48.2K <0.01% -48 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 45,687 shares; 2024Q3: 1,780 shares; 2024Q4: 1,485 shares; 2025Q1: 2,205 shares; 2025Q2: 1,485 shares 1,485 $47.8K <0.01% -720 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,140 shares; 2024Q3: 1,063 shares; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares 1,063 $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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 703 shares; 2024Q3: 705 shares; 2024Q4: 708 shares; 2025Q1: 711 shares; 2025Q2: 708 shares 708 $47.7K <0.01% -3 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,485 shares; 2024Q3: 3,475 shares; 2024Q4: 3,575 shares; 2025Q1: 3,575 shares; 2025Q2: 3,575 shares 3,575 $47.5K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,100 shares; 2024Q3: 3,072 shares; 2024Q4: 964 shares; 2025Q1: 864 shares; 2025Q2: 964 shares 964 $47.3K <0.01% +100 Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,664 shares; 2024Q3: 4,664 shares; 2024Q4: 4,321 shares; 2025Q1: 4,321 shares; 2025Q2: 4,321 shares 4,321 $47.2K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,650 shares; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares 1,650 $46.9K <0.01% 0 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,260 shares; 2024Q3: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 635 shares; 2025Q2: 1,260 shares 1,260 $46.9K <0.01% +625 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 133 shares; 2024Q3: 1,287 shares; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 822 shares 822 $46.1K <0.01% 0 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,475 shares; 2024Q3: 11,660 shares; 2024Q4: 923 shares; 2025Q1: 505 shares; 2025Q2: 923 shares 923 $45.6K <0.01% +418 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 141 shares; 2025Q2: 136 shares 136 $45.5K <0.01% -5 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,600 shares; 2024Q3: 2,400 shares; 2024Q4: 2,478 shares; 2025Q1: 3,942 shares; 2025Q2: 2,478 shares 2,478 $45.4K <0.01% -1,464 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 993 shares; 2024Q3: 993 shares; 2024Q4: 902 shares; 2025Q1: 1,433 shares; 2025Q2: 902 shares 902 $45.4K <0.01% -531 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 280 shares; 2024Q3: 281 shares; 2024Q4: 281 shares; 2025Q1: 11 shares; 2025Q2: 281 shares 281 $45.4K <0.01% +270 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 83 shares; 2024Q3: 151 shares; 2024Q4: 161 shares; 2025Q1: 186 shares; 2025Q2: 161 shares 161 $45.2K <0.01% -25 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares 400 $45.1K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,908 shares; 2024Q4: 1,480 shares; 2025Q1: 1,780 shares; 2025Q2: 1,480 shares 1,480 $45.1K <0.01% -300 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 154 shares; 2024Q3: 136 shares; 2024Q4: 250 shares; 2025Q1: 798 shares; 2025Q2: 250 shares 250 $45.1K <0.01% -548 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,759 shares; 2024Q3: 2,759 shares; 2024Q4: 2,759 shares; 2025Q1: 2,180 shares; 2025Q2: 2,759 shares 2,759 $45.1K <0.01% +579 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 104 shares; 2024Q3: 177 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares 178 $45K <0.01% 0 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 644 shares; 2024Q3: 651 shares; 2024Q4: 658 shares; 2025Q1: 336 shares; 2025Q2: 658 shares 658 $44.7K <0.01% +322 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 225 shares; 2024Q3: 250 shares; 2024Q4: 155 shares; 2025Q1: 143 shares; 2025Q2: 155 shares 155 $44.7K <0.01% +12 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 549 shares; 2024Q3: 549 shares; 2024Q4: 549 shares; 2025Q1: 165 shares; 2025Q2: 549 shares 549 $44.5K <0.01% +384 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 629 shares; 2024Q3: 629 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares 600 $44.4K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,622 shares; 2024Q3: 2,360 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares 2,360 $43.9K <0.01% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,172 shares; 2025Q1: 8,672 shares; 2025Q2: 2,172 shares 2,172 $43.9K <0.01% -6,500 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,000 shares; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares 2,400 $43.7K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 422 shares; 2024Q3: 434 shares; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 376 shares 376 $43.5K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 731 shares; 2024Q3: 750 shares; 2024Q4: 646 shares; 2025Q1: 569 shares; 2025Q2: 646 shares 646 $43.4K <0.01% +77 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 79 shares; 2024Q3: 79 shares; 2024Q4: 270 shares; 2025Q1: 79 shares; 2025Q2: 270 shares 270 $43.4K <0.01% +191 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 878 shares; 2024Q3: 879 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares 880 $42.6K <0.01% 0 Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares 1,700 $42.5K <0.01% 0 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 292 shares; 2024Q3: 293 shares; 2024Q4: 293 shares; 2025Q1: 41 shares; 2025Q2: 293 shares 293 $42.2K <0.01% +252 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 545 shares; 2024Q3: 545 shares; 2024Q4: 849 shares; 2025Q1: 849 shares; 2025Q2: 849 shares 849 $42.1K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000 $42K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,700 shares; 2024Q3: 16,700 shares; 2024Q4: 16,700 shares; 2025Q1: 16,700 shares; 2025Q2: 16,700 shares 16,700 $41.9K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 919 shares; 2024Q3: 748 shares; 2024Q4: 582 shares; 2025Q1: 517 shares; 2025Q2: 582 shares 582 $41.9K <0.01% +65 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 275 shares; 2024Q3: 275 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares 186 $41.8K <0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 275 shares; 2024Q4: 726 shares; 2025Q1: 275 shares; 2025Q2: 726 shares 726 $41.7K <0.01% +451 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 7,200 shares; 2025Q2: 2,000 shares 2,000 $41.6K <0.01% -5,200 Timeline AIRR 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 336 shares; 2024Q3: 336 shares; 2024Q4: 538 shares; 2025Q1: 3,886 shares; 2025Q2: 538 shares 538 $41.4K <0.01% -3,348 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20,970 shares; 2024Q3: 19,760 shares; 2024Q4: 3,254 shares; 2025Q1: 230 shares; 2025Q2: 3,254 shares 3,254 $41.4K <0.01% +3,024 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 256 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 44 shares; 2025Q2: 300 shares 300 $40.9K <0.01% +256 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares 10,000 $40.4K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 317 shares; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 317 shares 317 $40.3K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares 1,550 $40.2K <0.01% 0 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 292 shares; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares 292 $39.9K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,634 shares; 2024Q3: 1,643 shares; 2024Q4: 1,652 shares; 2025Q1: 1,671 shares; 2025Q2: 1,657 shares 1,657 $39.8K <0.01% -14 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,060 shares; 2024Q3: 1,061 shares; 2024Q4: 1,061 shares; 2025Q1: 1,064 shares; 2025Q2: 1,062 shares 1,062 $39.8K <0.01% -2 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,263 shares; 2024Q3: 1,247 shares; 2024Q4: 1,022 shares; 2025Q1: 984 shares; 2025Q2: 1,022 shares 1,022 $39.3K <0.01% +38 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 502 shares; 2024Q3: 502 shares; 2024Q4: 502 shares; 2025Q1: 502 shares; 2025Q2: 502 shares 502 $39.2K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 97 shares; 2024Q3: 97 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares 142 $38.3K <0.01% 0 Timeline