ICSH 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: 759 shares; 2024Q3: 759 shares; 2024Q4: 759 shares; 2025Q1: 759 shares; 2025Q2: 759 shares 759 $38.3K <0.01% 0 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 698 shares; 2024Q3: 703 shares; 2024Q4: 703 shares; 2025Q1: 709 shares; 2025Q2: 706 shares 706 $38.2K <0.01% -3 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 521 shares; 2024Q3: 864 shares; 2024Q4: 360 shares; 2025Q1: 196 shares; 2025Q2: 360 shares 360 $37.8K <0.01% +164 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares 1,350 $37.2K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,687 shares; 2024Q3: 1,899 shares; 2024Q4: 687 shares; 2025Q1: 4,059 shares; 2025Q2: 687 shares 687 $37.2K <0.01% -3,372 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 151 shares; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: not reported; 2025Q2: 151 shares 151 $37.2K <0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 354 shares; 2025Q1: 4 shares; 2025Q2: 354 shares 354 $36.8K <0.01% +350 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,160 shares; 2024Q3: 1,160 shares; 2024Q4: 1,454 shares; 2025Q1: 1,454 shares; 2025Q2: 1,454 shares 1,454 $36.4K <0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 539 shares; 2024Q3: 539 shares; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 539 shares 539 $36.1K <0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 861 shares; 2025Q1: 4,454 shares; 2025Q2: 861 shares 861 $36K <0.01% -3,593 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 500 shares; 2024Q3: 529 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $36K <0.01% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 594 shares; 2024Q3: 594 shares; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 537 shares 537 $35.9K <0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,068 shares; 2024Q3: 1,112 shares; 2024Q4: 1,030 shares; 2025Q1: 30 shares; 2025Q2: 1,030 shares 1,030 $35.7K <0.01% +1,000 Timeline IVLU 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: 1,833 shares; 2024Q3: 1,833 shares; 2024Q4: 1,315 shares; 2025Q1: not reported; 2025Q2: 1,315 shares 1,315 $35.7K <0.01% new Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 166 shares; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares 166 $35.6K <0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 168 shares; 2025Q1: 6 shares; 2025Q2: 168 shares 168 $35.6K <0.01% +162 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,014 shares; 2024Q3: 1,014 shares; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,014 shares 1,014 $35.4K <0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 202 shares; 2024Q3: 208 shares; 2024Q4: 157 shares; 2025Q1: 194 shares; 2025Q2: 157 shares 157 $35.1K <0.01% -37 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,550 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 1,000 shares 1,000 $35K <0.01% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,102 shares; 2024Q3: 2,102 shares; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares 1,063 $34.8K <0.01% 0 Timeline HOS HORNBECK OFFSHORE SERVICES I More: the full row for HORNBECK OFFSHORE SERVICES I 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: 3,732 shares; 2025Q1: 3,732 shares; 2025Q2: 3,732 shares 3,732 $34.8K <0.01% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 652 shares; 2024Q3: 802 shares; 2024Q4: 613 shares; 2025Q1: 1,977 shares; 2025Q2: 613 shares 613 $34.8K <0.01% -1,364 SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 52 shares; 2024Q3: 284 shares; 2024Q4: 284 shares; 2025Q1: 361 shares; 2025Q2: 284 shares 284 $34.5K <0.01% -77 Timeline FAAR 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: 1,198 shares; 2024Q3: 1,217 shares; 2024Q4: 1,217 shares; 2025Q1: not reported; 2025Q2: 1,231 shares 1,231 $34.5K <0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 732 shares; 2024Q3: 640 shares; 2024Q4: 604 shares; 2025Q1: 540 shares; 2025Q2: 604 shares 604 $34.4K <0.01% +64 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 38 shares; 2024Q3: 83 shares; 2024Q4: 79 shares; 2025Q1: 80 shares; 2025Q2: 79 shares 79 $34.4K <0.01% -1 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 536 shares; 2024Q3: 536 shares; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 536 shares 536 $34.2K <0.01% 0 Timeline MTUM 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: 29 shares; 2024Q3: 29 shares; 2024Q4: 164 shares; 2025Q1: 4 shares; 2025Q2: 164 shares 164 $34K <0.01% +160 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 780 shares; 2024Q3: 480 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares 320 $34K <0.01% 0 Timeline CALF 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: 770 shares; 2024Q3: 770 shares; 2024Q4: 770 shares; 2025Q1: not reported; 2025Q2: 770 shares 770 $33.9K <0.01% new Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 121 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares 110 $33.9K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 223 shares; 2024Q3: 223 shares; 2024Q4: 285 shares; 2025Q1: 458 shares; 2025Q2: 285 shares 285 $33.6K <0.01% -173 Timeline QQQJ 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: 1,084 shares; 2024Q3: 1,085 shares; 2024Q4: 1,086 shares; 2025Q1: 887 shares; 2025Q2: 1,086 shares 1,086 $33.5K <0.01% +199 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares 3,800 $33.5K <0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 619 shares; 2024Q3: 963 shares; 2024Q4: 576 shares; 2025Q1: 189 shares; 2025Q2: 576 shares 576 $33.5K <0.01% +387 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 507 shares; 2024Q4: 507 shares; 2025Q1: 507 shares; 2025Q2: 507 shares 507 $33.4K <0.01% 0 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,585 shares; 2024Q3: 767 shares; 2024Q4: 768 shares; 2025Q1: 769 shares; 2025Q2: 768 shares 768 $32.9K <0.01% -1 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,768 shares; 2024Q3: 8,768 shares; 2024Q4: 8,768 shares; 2025Q1: 8,768 shares; 2025Q2: 8,768 shares 8,768 $32.9K <0.01% 0 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,975 shares; 2025Q1: 1,995 shares; 2025Q2: 1,975 shares 1,975 $32.7K <0.01% -20 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 352 shares; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 353 shares; 2025Q2: 352 shares 352 $32.7K <0.01% -1 Timeline BOCT 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: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares 750 $32.4K <0.01% 0 Timeline AIFD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,753 shares; 2024Q3: 1,753 shares; 2024Q4: 1,099 shares; 2025Q1: 1,419 shares; 2025Q2: 1,099 shares 1,099 $32.2K <0.01% -320 Timeline QVMT 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: 1,047 shares; 2024Q3: 1,050 shares; 2024Q4: 653 shares; 2025Q1: not reported; 2025Q2: 653 shares 653 $32.1K <0.01% new Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 669 shares; 2024Q3: 711 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares 711 $32.1K <0.01% 0 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 348 shares; 2024Q3: 432 shares; 2024Q4: 434 shares; 2025Q1: 437 shares; 2025Q2: 434 shares 434 $32.1K <0.01% -3 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 738 shares; 2024Q3: 625 shares; 2024Q4: 627 shares; 2025Q1: 628 shares; 2025Q2: 627 shares 627 $32.1K <0.01% -1 Timeline GOVT 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: 2,095 shares; 2024Q3: 1,948 shares; 2024Q4: 1,380 shares; 2025Q1: 490 shares; 2025Q2: 1,380 shares 1,380 $31.7K <0.01% +890 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 269 shares; 2024Q3: 270 shares; 2024Q4: 271 shares; 2025Q1: not reported; 2025Q2: 271 shares 271 $31.6K <0.01% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,705 shares; 2024Q3: 1,401 shares; 2024Q4: 1,138 shares; 2025Q1: 919 shares; 2025Q2: 938 shares 938 $31.6K <0.01% +19 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,331 shares; 2024Q3: 1,332 shares; 2024Q4: 2,796 shares; 2025Q1: 2,611 shares; 2025Q2: 2,796 shares 2,796 $31.5K <0.01% +185 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 34 shares; 2024Q3: 34 shares; 2024Q4: 370 shares; 2025Q1: 34 shares; 2025Q2: 370 shares 370 $31.4K <0.01% +336 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,027 shares; 2024Q3: 2,183 shares; 2024Q4: 1,771 shares; 2025Q1: 1,778 shares; 2025Q2: 1,773 shares 1,773 $31.4K <0.01% -5 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares 79 $31.1K <0.01% 0 Timeline YJUN 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: 750 shares; 2024Q3: 750 shares; 2024Q4: 1,437 shares; 2025Q1: 1,207 shares; 2025Q2: 1,437 shares 1,437 $31K <0.01% +230 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 111 shares; 2024Q3: 111 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares 91 $30.8K <0.01% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32 shares; 2024Q3: 44 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $30.6K <0.01% 0 Timeline CPRT COPART INC More: the full row for COPART 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: 530 shares; 2025Q1: not reported; 2025Q2: 530 shares 530 $30.4K <0.01% new Timeline FLRG 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: 1,148 shares; 2024Q3: 1,153 shares; 2024Q4: 896 shares; 2025Q1: 900 shares; 2025Q2: 896 shares 896 $30.3K <0.01% -4 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,859 shares; 2024Q3: 578 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares 124 $30.2K <0.01% 0 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $30.1K <0.01% 0 Timeline EELV 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: 1,283 shares; 2024Q3: 1,284 shares; 2024Q4: 1,284 shares; 2025Q1: 1,231 shares; 2025Q2: 1,284 shares 1,284 $30.1K <0.01% +53 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,924 shares; 2024Q3: 1,924 shares; 2024Q4: 1,924 shares; 2025Q1: 11,019 shares; 2025Q2: 1,924 shares 1,924 $30K <0.01% -9,095 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL 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: 1,000 shares; 2025Q1: 15,000 shares; 2025Q2: 1,000 shares 1,000 $29.9K <0.01% -14,000 Timeline VOT 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: 117 shares; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares 118 $29.8K <0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 45 shares; 2024Q3: 30 shares; 2024Q4: 222 shares; 2025Q1: 30 shares; 2025Q2: 222 shares 222 $29.8K <0.01% +192 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 266 shares; 2024Q3: 338 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares 266 $29.7K <0.01% 0 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,300 shares; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 2,127 shares; 2025Q2: 1,300 shares 1,300 $29.6K <0.01% -827 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 259 shares; 2024Q3: 297 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares 280 $29.6K <0.01% 0 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,157 shares; 2024Q3: 1,159 shares; 2024Q4: 603 shares; 2025Q1: 283 shares; 2025Q2: 604 shares 604 $29.4K <0.01% +321 Timeline VSDA 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: 725 shares; 2024Q3: 725 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares 575 $29.2K <0.01% 0 Timeline ICLN 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: 2,564 shares; 2024Q3: 2,564 shares; 2024Q4: 2,566 shares; 2025Q1: 2,366 shares; 2025Q2: 2,566 shares 2,566 $29.2K <0.01% +200 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 269 shares; 2024Q3: 269 shares; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 269 shares 269 $29.1K <0.01% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD 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: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares 80 $29K <0.01% 0 Timeline FMAG 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: 935 shares; 2024Q3: 935 shares; 2024Q4: 935 shares; 2025Q1: 935 shares; 2025Q2: 935 shares 935 $28.9K <0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 249 shares; 2024Q3: 292 shares; 2024Q4: 249 shares; 2025Q1: 383 shares; 2025Q2: 249 shares 249 $28.9K <0.01% -134 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 125 shares; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares 125 $28.9K <0.01% 0 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares 700 $28.6K <0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 355 shares; 2024Q3: 209 shares; 2024Q4: 226 shares; 2025Q1: 126 shares; 2025Q2: 226 shares 226 $28.5K <0.01% +100 Timeline AAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,080 shares; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 80 shares; 2025Q2: 1,080 shares 1,080 $28.5K <0.01% +1,000 Timeline LFST LIFESTANCE HEALTH GROUP INC More: the full row for LIFESTANCE HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,400 shares; 2024Q3: 3,850 shares; 2024Q4: 3,850 shares; 2025Q1: 2,750 shares; 2025Q2: 3,850 shares 3,850 $28.4K <0.01% +1,100 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 349 shares; 2024Q3: 549 shares; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 549 shares 549 $27.9K <0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 531 shares; 2024Q3: 556 shares; 2024Q4: 481 shares; 2025Q1: 487 shares; 2025Q2: 481 shares 481 $27.9K <0.01% -6 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 302 shares; 2024Q3: 336 shares; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares 258 $27.9K <0.01% 0 Timeline IEF 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: 1,577 shares; 2024Q3: 2,559 shares; 2024Q4: 301 shares; 2025Q1: 302 shares; 2025Q2: 301 shares 301 $27.8K <0.01% -1 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,080 shares; 2024Q3: 1,080 shares; 2024Q4: 400 shares; 2025Q1: 300 shares; 2025Q2: 400 shares 400 $27.6K <0.01% +100 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,629 shares; 2024Q3: 1,629 shares; 2024Q4: 1,629 shares; 2025Q1: 1,629 shares; 2025Q2: 1,629 shares 1,629 $27.6K <0.01% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 447 shares; 2024Q3: 197 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares 116 $27.6K <0.01% 0 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: 400 shares 400 $27.5K <0.01% new Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 161 shares; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 131 shares; 2025Q2: 161 shares 161 $27.3K <0.01% +30 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 220 shares; 2024Q3: 130 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares 112 $27.3K <0.01% 0 Timeline SNOV 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: 550 shares; 2024Q3: 550 shares; 2024Q4: 1,177 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares 1,177 $27.2K <0.01% 0 Timeline URTH 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: not reported; 2024Q3: 173 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares 173 $26.9K <0.01% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 177 shares; 2024Q3: 177 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares 177 $26.9K <0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 39 shares; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares 73 $26.7K <0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 2,729 shares; 2025Q1: not reported; 2025Q2: 2,729 shares 2,729 $26.6K <0.01% new Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 134 shares; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: not reported; 2025Q2: 134 shares 134 $26.4K <0.01% new Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: 1,000 shares; 2025Q1: 173 shares; 2025Q2: 1,000 shares 1,000 $26.4K <0.01% +827 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 37 shares; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 30 shares; 2025Q2: 37 shares 37 $26.4K <0.01% +7 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,594 shares; 2024Q3: 2,788 shares; 2024Q4: 1,987 shares; 2025Q1: 377 shares; 2025Q2: 1,987 shares 1,987 $26.3K <0.01% +1,610 Timeline DIVB 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: 546 shares; 2024Q3: 551 shares; 2024Q4: 555 shares; 2025Q1: 693 shares; 2025Q2: 555 shares 555 $26.3K <0.01% -138 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 735 shares; 2024Q3: 746 shares; 2024Q4: 754 shares; 2025Q1: 770 shares; 2025Q2: 758 shares 758 $26.2K <0.01% -12 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 384 shares; 2024Q3: 346 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 346 shares 346 $26K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 206 shares; 2024Q3: 207 shares; 2024Q4: 194 shares; 2025Q1: 195 shares; 2025Q2: 194 shares 194 $26K <0.01% -1 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,962 shares; 2024Q3: 1,990 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 278 shares 278 $25.7K <0.01% 0 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,198 shares; 2024Q3: 2,287 shares; 2024Q4: 2,303 shares; 2025Q1: 2,289 shares; 2025Q2: 2,303 shares 2,303 $25.5K <0.01% +14 Timeline HTH HILLTOP HLDGS INC More: the full row for HILLTOP 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: 890 shares; 2024Q4: 890 shares; 2025Q1: 890 shares; 2025Q2: 890 shares 890 $25.5K <0.01% 0 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 87 shares; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares 87 $25.3K <0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 293 shares; 2024Q3: 294 shares; 2024Q4: 295 shares; 2025Q1: 296 shares; 2025Q2: 295 shares 295 $25.2K <0.01% -1 Timeline NANC TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares 650 $25.1K <0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 132 shares; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 122 shares; 2025Q2: 118 shares 118 $25.1K <0.01% -4 Timeline MDYV 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: 311 shares; 2024Q3: 311 shares; 2024Q4: 311 shares; 2025Q1: 138 shares; 2025Q2: 311 shares 311 $24.9K <0.01% +173 Timeline IDNA 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: 1,100 shares; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,000 shares; 2025Q2: 1,100 shares 1,100 $24.9K <0.01% +100 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 563 shares; 2024Q3: 570 shares; 2024Q4: 577 shares; 2025Q1: 577 shares; 2025Q2: 577 shares 577 $24.8K <0.01% 0 Timeline PROSPECT CAP CORP 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: 25,000 shares; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: not reported; 2025Q2: 25,000 shares 25,000 $24.8K <0.01% new DEEP ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 715 shares; 2025Q1: 715 shares; 2025Q2: 715 shares 715 $24.7K <0.01% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 232 shares; 2024Q3: 232 shares; 2024Q4: 233 shares; 2025Q1: not reported; 2025Q2: 233 shares 233 $24.7K <0.01% new Timeline MINO 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: not reported; 2024Q3: 546 shares; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 546 shares 546 $24.6K <0.01% 0 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 979 shares; 2024Q3: 982 shares; 2024Q4: 805 shares; 2025Q1: 807 shares; 2025Q2: 805 shares 805 $24.6K <0.01% -2 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 196 shares; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: not reported; 2025Q2: 196 shares 196 $24.6K <0.01% new Timeline VBR 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: not reported; 2024Q3: 122 shares; 2024Q4: 123 shares; 2025Q1: 121 shares; 2025Q2: 123 shares 123 $24.4K <0.01% +2 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 423 shares; 2024Q3: 461 shares; 2024Q4: 423 shares; 2025Q1: 400 shares; 2025Q2: 423 shares 423 $24.2K <0.01% +23 Timeline ICVT 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: 281 shares; 2024Q3: 283 shares; 2024Q4: 285 shares; 2025Q1: 502 shares; 2025Q2: 285 shares 285 $24.2K <0.01% -217 Timeline PTLO PORTILLOS INC More: the full row for PORTILLOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,550 shares; 2024Q3: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares 2,550 $24K <0.01% 0 Timeline LENDINGTREE INC LENDINGTREE INC More: the full row for LENDINGTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 25,000 shares; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares 25,000 $23.8K <0.01% 0 TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 451 shares; 2024Q3: 454 shares; 2024Q4: 302 shares; 2025Q1: 270 shares; 2025Q2: 303 shares 303 $23.8K <0.01% +33 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 63 shares; 2024Q3: 92 shares; 2024Q4: 96 shares; 2025Q1: 83 shares; 2025Q2: 96 shares 96 $23.7K <0.01% +13 Timeline FNX 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: 202 shares; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 205 shares; 2025Q2: 204 shares 204 $23.7K <0.01% -1 Timeline USIG 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: 461 shares; 2024Q3: 1,288 shares; 2024Q4: 470 shares; 2025Q1: 58 shares; 2025Q2: 470 shares 470 $23.6K <0.01% +412 Timeline SMMU 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: 473 shares; 2024Q3: 473 shares; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 474 shares 474 $23.6K <0.01% 0 Timeline SPLB 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: 2,362 shares; 2024Q3: 2,362 shares; 2024Q4: 1,059 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares 1,059 $23.5K <0.01% 0 Timeline QPX ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 676 shares; 2024Q3: 672 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 653 shares 653 $23.4K <0.01% 0 Timeline SPMD 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: 495 shares; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares 425 $23.2K <0.01% 0 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 935 shares; 2024Q4: 935 shares; 2025Q1: 935 shares; 2025Q2: 935 shares 935 $23.2K <0.01% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,335 shares; 2024Q3: 2,335 shares; 2024Q4: 1,823 shares; 2025Q1: 1,823 shares; 2025Q2: 1,823 shares 1,823 $23.2K <0.01% 0 Timeline MARM 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: 400 shares; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares 750 $23.2K <0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,366 shares; 2024Q3: 1,367 shares; 2024Q4: 1,367 shares; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares 1,367 $23.1K <0.01% 0 Timeline PUI 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: 27,631 shares; 2024Q3: 13,276 shares; 2024Q4: 593 shares; 2025Q1: 297 shares; 2025Q2: 593 shares 593 $22.9K <0.01% +296 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 332 shares; 2024Q3: 332 shares; 2024Q4: 332 shares; 2025Q1: not reported; 2025Q2: 332 shares 332 $22.9K <0.01% new Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $22.8K <0.01% 0 Timeline XME 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: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares 400 $22.7K <0.01% 0 Timeline Vivid Seats Inc Vivid Seats Inc More: the full row for Vivid Seats Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,414 shares; 2024Q3: 2,414 shares; 2024Q4: 4,879 shares; 2025Q1: 4,879 shares; 2025Q2: 4,879 shares 4,879 $22.6K <0.01% 0 MLCO MELCO RESORTS AND ENTMNT LTD More: the full row for MELCO RESORTS AND ENTMNT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,574 shares; 2024Q3: 4,574 shares; 2024Q4: 3,901 shares; 2025Q1: 3,901 shares; 2025Q2: 3,901 shares 3,901 $22.6K <0.01% 0 Timeline GHYG 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: 495 shares; 2024Q3: 502 shares; 2024Q4: 512 shares; 2025Q1: not reported; 2025Q2: 512 shares 512 $22.6K <0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 202 shares; 2024Q3: 324 shares; 2024Q4: 374 shares; 2025Q1: 411 shares; 2025Q2: 374 shares 374 $22.6K <0.01% -37 Timeline EPI 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: 497 shares; 2024Q3: 497 shares; 2024Q4: 498 shares; 2025Q1: 498 shares; 2025Q2: 498 shares 498 $22.6K <0.01% 0 Timeline VCLT 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: 291 shares; 2024Q3: 295 shares; 2024Q4: 300 shares; 2025Q1: 302 shares; 2025Q2: 300 shares 300 $22.4K <0.01% -2 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 178 shares; 2024Q3: 156 shares; 2024Q4: 65 shares; 2025Q1: 7 shares; 2025Q2: 65 shares 65 $22.3K <0.01% +58 Timeline VONV 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: 274 shares; 2024Q3: 274 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 274 shares 274 $22.3K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 263 shares; 2024Q3: 263 shares; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 263 shares 263 $22.2K <0.01% 0 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 166 shares; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: not reported; 2025Q2: 166 shares 166 $22.2K <0.01% new Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares 1,200 $21.8K <0.01% 0 Timeline QLTA 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: 465 shares; 2024Q3: 465 shares; 2024Q4: 465 shares; 2025Q1: not reported; 2025Q2: 465 shares 465 $21.8K <0.01% new Timeline PIONEER MUNICIPAL HIGH INCO… PIONEER MUNICIPAL HIGH INCOME More: the full row for PIONEER MUNICIPAL HIGH INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,511 shares; 2024Q3: 2,540 shares; 2024Q4: 2,578 shares; 2025Q1: 2,598 shares; 2025Q2: 2,578 shares 2,578 $21.7K <0.01% -20 ENLINK MIDSTREAM LLC ENLINK MIDSTREAM LLC More: the full row for ENLINK MIDSTREAM LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,396 shares; 2024Q3: 1,536 shares; 2024Q4: 1,536 shares; 2025Q1: not reported; 2025Q2: 1,536 shares 1,536 $21.7K <0.01% new CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 732 shares; 2024Q3: 737 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares 740 $21.6K <0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,400 shares; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 19,200 shares; 2025Q2: 2,300 shares 2,300 $21.6K <0.01% -16,900 Timeline FDEV 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: 723 shares; 2024Q3: 779 shares; 2024Q4: 780 shares; 2025Q1: 833 shares; 2025Q2: 780 shares 780 $21.4K <0.01% -53 Timeline SII SPROTT INC More: the full row for SPROTT 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: 503 shares; 2025Q1: 507 shares; 2025Q2: 503 shares 503 $21.2K <0.01% -4 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS 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: 360 shares; 2025Q1: not reported; 2025Q2: 360 shares 360 $21.2K <0.01% new Timeline MXI 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: 269 shares; 2024Q3: 269 shares; 2024Q4: 272 shares; 2025Q1: 272 shares; 2025Q2: 272 shares 272 $21.1K <0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 555 shares; 2024Q3: 555 shares; 2024Q4: 557 shares; 2025Q1: 555 shares; 2025Q2: 557 shares 557 $21K <0.01% +2 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 121 shares; 2025Q1: not reported; 2025Q2: 121 shares 121 $21K <0.01% new Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares 600 $21K <0.01% 0 Timeline HYGH 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: 108 shares; 2024Q3: 293 shares; 2024Q4: 239 shares; 2025Q1: 186 shares; 2025Q2: 239 shares 239 $20.7K <0.01% +53 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares; 2025Q2: 981 shares 981 $20.7K <0.01% 0 Timeline DFE 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: 360 shares; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: not reported; 2025Q2: 360 shares 360 $20.4K <0.01% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,075 shares; 2024Q3: 3,075 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $20.3K <0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 423 shares; 2024Q3: 273 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares 273 $20.3K <0.01% 0 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 415 shares; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares 720 $20.2K <0.01% 0 Timeline AVUV 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: 207 shares; 2024Q3: 208 shares; 2024Q4: 209 shares; 2025Q1: 210 shares; 2025Q2: 209 shares 209 $20.2K <0.01% -1 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 279 shares; 2024Q3: 279 shares; 2024Q4: 369 shares; 2025Q1: 465 shares; 2025Q2: 369 shares 369 $20K <0.01% -96 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 525 shares; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares 485 $20K <0.01% 0 Timeline ARBOR REALTY TRUST INC 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: not reported; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares 20,000 $19.9K <0.01% 0 TAN 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: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares 600 $19.9K <0.01% 0 Timeline EQWL 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: 194 shares; 2025Q1: 2,650 shares; 2025Q2: 194 shares 194 $19.8K <0.01% -2,456 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 90 shares; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares 108 $19.8K <0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 310 shares; 2024Q3: 315 shares; 2024Q4: 220 shares; 2025Q1: 12 shares; 2025Q2: 220 shares 220 $19.6K <0.01% +208 Timeline CDC 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: 839 shares; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 188 shares; 2025Q2: 313 shares 313 $19.6K <0.01% +125 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,280 shares; 2024Q3: 2,280 shares; 2024Q4: 2,280 shares; 2025Q1: not reported; 2025Q2: 2,280 shares 2,280 $19.6K <0.01% new Timeline STIP 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: 194 shares; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 141 shares; 2025Q2: 194 shares 194 $19.5K <0.01% +53 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 108 shares; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 100 shares; 2025Q2: 108 shares 108 $19K <0.01% +8 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 262 shares; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: not reported; 2025Q2: 262 shares 262 $18.7K <0.01% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 82 shares; 2024Q3: 82 shares; 2024Q4: 82 shares; 2025Q1: 99 shares; 2025Q2: 82 shares 82 $18.6K <0.01% -17 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 540 shares; 2024Q3: 540 shares; 2024Q4: 542 shares; 2025Q1: 410 shares; 2025Q2: 542 shares 542 $18.5K <0.01% +132 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 180 shares; 2024Q3: 239 shares; 2024Q4: 204 shares; 2025Q1: 175 shares; 2025Q2: 204 shares 204 $18.5K <0.01% +29 Timeline ITDB 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: 425 shares; 2024Q3: 425 shares; 2024Q4: 629 shares; 2025Q1: 629 shares; 2025Q2: 629 shares 629 $18.4K <0.01% 0 Timeline CRPT 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: 1,100 shares; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares 1,100 $18.4K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,313 shares; 2024Q3: 2,352 shares; 2024Q4: 252 shares; 2025Q1: 407 shares; 2025Q2: 252 shares 252 $18.2K <0.01% -155 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 406 shares; 2024Q3: 410 shares; 2024Q4: 415 shares; 2025Q1: 420 shares; 2025Q2: 415 shares 415 $18.1K <0.01% -5 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 498 shares; 2024Q3: 372 shares; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares 339 $18.1K <0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 617 shares; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 119 shares; 2025Q2: 119 shares 119 $17.8K <0.01% 0 Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,610 shares; 2024Q3: 3,610 shares; 2024Q4: 3,610 shares; 2025Q1: 3,610 shares; 2025Q2: 3,610 shares 3,610 $17.8K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,665 shares; 2024Q3: 1,921 shares; 2024Q4: 543 shares; 2025Q1: 527 shares; 2025Q2: 543 shares 543 $17.7K <0.01% +16 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 354 shares; 2024Q3: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 354 shares 354 $17.6K <0.01% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 772 shares; 2024Q4: 769 shares; 2025Q1: 728 shares; 2025Q2: 769 shares 769 $17.5K <0.01% +41 Timeline ESGE 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: 1,499 shares; 2024Q3: 565 shares; 2024Q4: 525 shares; 2025Q1: not reported; 2025Q2: 525 shares 525 $17.5K <0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 3,480 shares; 2024Q4: 816 shares; 2025Q1: 1,321 shares; 2025Q2: 816 shares 816 $17.2K <0.01% -505 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 375 shares; 2024Q3: 375 shares; 2024Q4: 849 shares; 2025Q1: 849 shares; 2025Q2: 849 shares 849 $17.1K <0.01% 0 Timeline GDXJ 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: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 0 shares; 2025Q2: 400 shares 400 $17.1K <0.01% +400 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 821 shares; 2024Q3: 778 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 515 shares 515 $16.5K <0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3 shares; 2024Q3: 281 shares; 2024Q4: 278 shares; 2025Q1: 283 shares; 2025Q2: 278 shares 278 $16.5K <0.01% -5 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 124 shares; 2024Q3: 116 shares; 2024Q4: 34 shares; 2025Q1: 21 shares; 2025Q2: 34 shares 34 $16.5K <0.01% +13 Timeline IYR 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares 175 $16.3K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 203 shares; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 102 shares; 2025Q2: 103 shares 103 $16K <0.01% +1 Timeline MFDX 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: not reported; 2024Q3: not reported; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 539 shares 539 $15.9K <0.01% 0 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI 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 $15.8K <0.01% 0 Timeline RING 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: 660 shares; 2024Q3: 660 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares 560 $15.7K <0.01% 0 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 272 shares; 2024Q3: 274 shares; 2024Q4: 182 shares; 2025Q1: 155 shares; 2025Q2: 183 shares 183 $15.6K <0.01% +28 Timeline EDU NEW ORIENTAL ED & TECHNOLOGY More: the full row for NEW ORIENTAL ED & TECHNOLOGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 242 shares; 2024Q3: 243 shares; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 243 shares 243 $15.6K <0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares 75 $15.5K <0.01% 0 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 543 shares; 2024Q3: 543 shares; 2024Q4: 543 shares; 2025Q1: 543 shares; 2025Q2: 543 shares 543 $15.4K <0.01% 0 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,710 shares; 2024Q3: 2,710 shares; 2024Q4: 2,710 shares; 2025Q1: 2,500 shares; 2025Q2: 2,710 shares 2,710 $15.4K <0.01% +210 Timeline PCEF 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: not reported; 2024Q3: not reported; 2024Q4: 801 shares; 2025Q1: 818 shares; 2025Q2: 801 shares 801 $15.4K <0.01% -17 Timeline CLOU 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: 749 shares; 2024Q3: 749 shares; 2024Q4: 640 shares; 2025Q1: 627 shares; 2025Q2: 640 shares 640 $15.3K <0.01% +13 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 82 shares; 2024Q4: 370 shares; 2025Q1: 285 shares; 2025Q2: 370 shares 370 $15.3K <0.01% +85 Timeline DLN 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: 192 shares; 2024Q3: 193 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 194 shares 194 $15.1K <0.01% 0 Timeline EMLP 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: 283 shares; 2024Q3: 288 shares; 2024Q4: 418 shares; 2025Q1: 436 shares; 2025Q2: 421 shares 421 $15K <0.01% -15 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 647 shares; 2024Q3: 709 shares; 2024Q4: 216 shares; 2025Q1: 217 shares; 2025Q2: 216 shares 216 $15K <0.01% -1 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 87 shares; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares 87 $15K <0.01% 0 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 538 shares; 2024Q3: 458 shares; 2024Q4: 458 shares; 2025Q1: 459 shares; 2025Q2: 458 shares 458 $15K <0.01% -1 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 532 shares; 2024Q3: 173 shares; 2024Q4: 174 shares; 2025Q1: 124 shares; 2025Q2: 174 shares 174 $15K <0.01% +50 Timeline ITDC 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: 501 shares; 2025Q1: 989 shares; 2025Q2: 501 shares 501 $15K <0.01% -488 Timeline FBT 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: 249 shares; 2024Q3: 196 shares; 2024Q4: 90 shares; 2025Q1: 85 shares; 2025Q2: 90 shares 90 $14.9K <0.01% +5 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 327 shares; 2024Q3: 327 shares; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 327 shares 327 $14.9K <0.01% 0 Timeline IEV 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: 283 shares; 2024Q3: 283 shares; 2024Q4: 283 shares; 2025Q1: 12,533 shares; 2025Q2: 283 shares 283 $14.7K <0.01% -12,250 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 1,700 shares; 2025Q2: 600 shares 600 $14.5K <0.01% -1,100 Timeline ACV VIRTUS DIVERSIFIED INCM & CO More: the full row for VIRTUS DIVERSIFIED INCM & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 660 shares; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares 660 $14.5K <0.01% 0 Timeline LLYVA LIBERTY MEDIA CORP More: the full row for LIBERTY MEDIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 217 shares; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares 217 $14.4K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 117 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $14.4K <0.01% 0 Timeline TFI 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: 313 shares; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares 313 $14.3K <0.01% 0 Timeline KXI 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: 336 shares; 2024Q4: 236 shares; 2025Q1: not reported; 2025Q2: 236 shares 236 $14.2K <0.01% new Timeline PJUL 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: 345 shares; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares 345 $14.2K <0.01% 0 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 116 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares 117 $14.2K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 213 shares; 2024Q3: 213 shares; 2024Q4: 188 shares; 2025Q1: 146 shares; 2025Q2: 188 shares 188 $14.1K <0.01% +42 Timeline IBND 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: 494 shares; 2024Q3: 494 shares; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 494 shares 494 $14K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 409 shares; 2024Q3: 711 shares; 2024Q4: 474 shares; 2025Q1: 284 shares; 2025Q2: 412 shares 412 $13.9K <0.01% +128 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 710 shares; 2024Q3: 174 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares 110 $13.9K <0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 37 shares; 2024Q3: 42 shares; 2024Q4: 37 shares; 2025Q1: 38 shares; 2025Q2: 37 shares 37 $13.8K <0.01% -1 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,115 shares; 2024Q3: 718 shares; 2024Q4: 506 shares; 2025Q1: 506 shares; 2025Q2: 506 shares 506 $13.8K <0.01% 0 Timeline FYT 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: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares 250 $13.8K <0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 78 shares; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares 13 $13.7K <0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 430 shares; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares 430 $13.7K <0.01% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,621 shares; 2024Q3: 5,621 shares; 2024Q4: 65 shares; 2025Q1: 41 shares; 2025Q2: 65 shares 65 $13.6K <0.01% +24 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 313 shares; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 301 shares; 2025Q2: 313 shares 313 $13.5K <0.01% +12 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 99 shares; 2024Q3: 99 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 99 shares 99 $13.5K <0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 468 shares; 2024Q3: 282 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares 172 $13.4K <0.01% 0 Timeline WOLFSPEED INC WOLFSPEED INC More: the full row for WOLFSPEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,724 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $13.3K <0.01% 0 BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,005 shares; 2024Q3: 1,020 shares; 2024Q4: 1,040 shares; 2025Q1: 1,063 shares; 2025Q2: 1,040 shares 1,040 $13.1K <0.01% -23 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND 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: 175 shares; 2025Q1: not reported; 2025Q2: 175 shares 175 $13.1K <0.01% new Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 273 shares; 2024Q3: 273 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares 273 $13K <0.01% 0 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 453 shares; 2024Q3: 458 shares; 2024Q4: 463 shares; 2025Q1: 468 shares; 2025Q2: 463 shares 463 $13K <0.01% -5 PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,301 shares; 2024Q3: 651 shares; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 651 shares 651 $12.9K <0.01% 0 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 209 shares; 2024Q3: 210 shares; 2024Q4: 211 shares; 2025Q1: 212 shares; 2025Q2: 211 shares 211 $12.9K <0.01% -1 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 72 shares; 2024Q3: 70 shares; 2024Q4: 31 shares; 2025Q1: 33 shares; 2025Q2: 31 shares 31 $12.8K <0.01% -2 Timeline BOIL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,842 shares; 2024Q4: 227 shares; 2025Q1: not reported; 2025Q2: 227 shares 227 $12.7K <0.01% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 131 shares; 2024Q4: 100 shares; 2025Q1: 515 shares; 2025Q2: 100 shares 100 $12.6K <0.01% -415 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 305 shares; 2024Q3: 402 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares 305 $12.5K <0.01% 0 Timeline XAR 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: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares 75 $12.4K <0.01% 0 Timeline XSD 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: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 110 shares; 2025Q2: 50 shares 50 $12.4K <0.01% -60 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 370 shares; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 742 shares; 2025Q2: 370 shares 370 $12.4K <0.01% -372 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 185 shares; 2024Q3: 186 shares; 2024Q4: 186 shares; 2025Q1: not reported; 2025Q2: 187 shares 187 $12.3K <0.01% new Timeline IMTM 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: 394 shares; 2024Q3: 329 shares; 2024Q4: 329 shares; 2025Q1: 0 shares; 2025Q2: 329 shares 329 $12.3K <0.01% +329 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 345 shares; 2024Q3: 345 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 317 shares 317 $12.2K <0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL 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: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $12.1K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 434 shares; 2024Q3: 747 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares 250 $12.1K <0.01% 0 Timeline PMAR 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: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: not reported; 2025Q2: 300 shares 300 $12.1K <0.01% new Timeline WOOF PETCO HEALTH & WELLNESS CO I More: the full row for PETCO HEALTH & WELLNESS CO I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,184 shares; 2024Q3: 3,184 shares; 2024Q4: 3,164 shares; 2025Q1: 3,164 shares; 2025Q2: 3,164 shares 3,164 $12.1K <0.01% 0 Timeline FXU 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: 317 shares; 2024Q3: 318 shares; 2024Q4: 318 shares; 2025Q1: 319 shares; 2025Q2: 319 shares 319 $12K <0.01% 0 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 71 shares; 2025Q2: 70 shares 70 $12K <0.01% -1 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS 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: 718 shares; 2025Q1: 718 shares; 2025Q2: 718 shares 718 $12K <0.01% 0 Timeline DOUG DOUGLAS ELLIMAN INC More: the full row for DOUGLAS ELLIMAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,194 shares; 2024Q3: 7,194 shares; 2024Q4: 7,194 shares; 2025Q1: 7,194 shares; 2025Q2: 7,194 shares 7,194 $12K <0.01% 0 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,124 shares; 2024Q3: 12,259 shares; 2024Q4: 1,320 shares; 2025Q1: 388 shares; 2025Q2: 1,320 shares 1,320 $12K <0.01% +932 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: 469 shares; 2024Q3: 476 shares; 2024Q4: 482 shares; 2025Q1: not reported; 2025Q2: 482 shares 482 $12K <0.01% new XT 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: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 300 shares; 2025Q2: 200 shares 200 $11.9K <0.01% -100 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,081 shares; 2024Q3: 1,081 shares; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 231 shares 231 $11.9K <0.01% 0 Timeline AOK 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: 282 shares; 2024Q3: 298 shares; 2024Q4: 315 shares; 2025Q1: 646 shares; 2025Q2: 315 shares 315 $11.8K <0.01% -331 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT 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: 911 shares; 2025Q1: 1,611 shares; 2025Q2: 911 shares 911 $11.7K <0.01% -700 Timeline PATTERSON COS INC PATTERSON COS INC More: the full row for PATTERSON COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 371 shares; 2024Q3: 374 shares; 2024Q4: 379 shares; 2025Q1: 379 shares; 2025Q2: 379 shares 379 $11.7K <0.01% 0 RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 763 shares; 2025Q1: 8,352 shares; 2025Q2: 763 shares 763 $11.6K <0.01% -7,589 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 172 shares; 2024Q3: 257 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares 144 $11.6K <0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 99 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 262 shares; 2025Q2: 100 shares 100 $11.5K <0.01% -162 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 251 shares; 2024Q3: 428 shares; 2024Q4: 428 shares; 2025Q1: 434 shares; 2025Q2: 428 shares 428 $11.5K <0.01% -6 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 215 shares; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares 215 $11.4K <0.01% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 160 shares; 2024Q3: 161 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares 162 $11.4K <0.01% 0 Timeline EIPI 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: 581 shares; 2025Q1: 581 shares; 2025Q2: 581 shares 581 $11.3K <0.01% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 178 shares; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 152 shares; 2025Q2: 158 shares 158 $11.3K <0.01% +6 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 3,863 shares; 2025Q2: 500 shares 500 $11.3K <0.01% -3,363 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 146 shares; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares 146 $11.3K <0.01% 0 Timeline PGX 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: 6,343 shares; 2024Q3: 3,210 shares; 2024Q4: 973 shares; 2025Q1: 557 shares; 2025Q2: 973 shares 973 $11.2K <0.01% +416 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 446 shares; 2024Q3: 446 shares; 2024Q4: 446 shares; 2025Q1: 446 shares; 2025Q2: 446 shares 446 $11.1K <0.01% 0 Timeline FXI 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: 252 shares; 2024Q3: 252 shares; 2024Q4: 357 shares; 2025Q1: 255 shares; 2025Q2: 357 shares 357 $10.9K <0.01% +102 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5 shares; 2024Q3: 7 shares; 2024Q4: 36 shares; 2025Q1: not reported; 2025Q2: 29 shares 29 $10.7K <0.01% new Timeline BIDD 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: 433 shares; 2025Q1: 433 shares; 2025Q2: 433 shares 433 $10.7K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 66 shares; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 130 shares; 2025Q2: 115 shares 115 $10.7K <0.01% -15 Timeline CHMI CHERRY HILL MTG INVT CORP More: the full row for CHERRY HILL MTG INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares 4,000 $10.6K <0.01% 0 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 281 shares; 2024Q3: 291 shares; 2024Q4: 291 shares; 2025Q1: 216 shares; 2025Q2: 293 shares 293 $10.5K <0.01% +77 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 288 shares; 2024Q3: 288 shares; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 288 shares 288 $10.4K <0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,289 shares; 2024Q3: 2,679 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares 179 $10.4K <0.01% 0 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 177 shares; 2024Q3: 177 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares 178 $10.3K <0.01% 0 Timeline IBUF 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: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares 400 $10.3K <0.01% 0 Timeline BEACON ROOFING SUPPLY INC BEACON ROOFING SUPPLY INC More: the full row for BEACON ROOFING SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 100 shares 100 $10.2K <0.01% new CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,078 shares; 2024Q3: 1,129 shares; 2024Q4: 1,181 shares; 2025Q1: 1,241 shares; 2025Q2: 1,181 shares 1,181 $10.1K <0.01% -60 Timeline SEPM 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: 338 shares; 2024Q4: 338 shares; 2025Q1: not reported; 2025Q2: 338 shares 338 $10.1K <0.01% new Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 125 shares; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 82 shares; 2025Q2: 126 shares 126 $10.1K <0.01% +44 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 149 shares 149 $10K <0.01% 0 Timeline AES AES CORP More: the full row for AES 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: 776 shares; 2025Q1: 776 shares; 2025Q2: 776 shares 776 $9.99K <0.01% 0 Timeline QCAP 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: 450 shares; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares 450 $9.96K <0.01% 0 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL 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 $9.96K <0.01% 0 Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 655 shares; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: not reported; 2025Q2: 525 shares 525 $9.9K <0.01% new Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $9.89K <0.01% 0 Timeline CIK UBS ASSET MGMT INCOME FD INC More: the full row for UBS ASSET MGMT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,400 shares; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares 3,400 $9.83K <0.01% 0 Timeline YPF YPF SOCIEDAD ANONIMA More: the full row for YPF SOCIEDAD ANONIMA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 230 shares; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 1,938 shares; 2025Q2: 230 shares 230 $9.78K <0.01% -1,708 Timeline BBHY 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: not reported; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares 212 $9.77K <0.01% 0 Timeline VRAI ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 424 shares; 2024Q3: 424 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares 424 $9.66K <0.01% 0 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 307 shares; 2024Q3: 307 shares; 2024Q4: 282 shares; 2025Q1: 107 shares; 2025Q2: 282 shares 282 $9.62K <0.01% +175 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 303 shares; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 202 shares; 2025Q2: 254 shares 254 $9.56K <0.01% +52 Timeline PLTY 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: not reported; 2024Q3: not reported; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares 134 $9.47K <0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10 shares; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 12 shares; 2025Q2: 16 shares 16 $9.47K <0.01% +4 Timeline IHDG 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: 213 shares; 2024Q3: 213 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares 215 $9.33K <0.01% 0 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 475 shares; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 675 shares; 2025Q2: 475 shares 475 $9.27K <0.01% -200 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 484 shares; 2024Q3: 432 shares; 2024Q4: 433 shares; 2025Q1: 224 shares; 2025Q2: 433 shares 433 $9.24K <0.01% +209 Timeline HYXF 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: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $9.24K <0.01% 0 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 56 shares; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares 56 $9.17K <0.01% 0 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 513 shares; 2025Q2: 400 shares 400 $9.11K <0.01% -113 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 187 shares; 2024Q3: 188 shares; 2024Q4: 127 shares; 2025Q1: not reported; 2025Q2: 127 shares 127 $9.11K <0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 493 shares; 2024Q3: 271 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares 120 $9.1K <0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 54 shares; 2025Q1: 34 shares; 2025Q2: 54 shares 54 $9.06K <0.01% +20 Timeline GOOY 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: not reported; 2024Q3: 606 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 606 shares 606 $8.98K <0.01% 0 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C 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: 212 shares; 2025Q1: 219 shares; 2025Q2: 214 shares 214 $8.98K <0.01% -5 Timeline LGIH LGI HOMES INC More: the full row for LGI HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $8.94K <0.01% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 58 shares; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 88 shares; 2025Q2: 58 shares 58 $8.67K <0.01% -30 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7 shares; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 23 shares; 2025Q2: 24 shares 24 $8.62K <0.01% +1 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 295 shares; 2024Q3: 295 shares; 2024Q4: 57 shares; 2025Q1: not reported; 2025Q2: 57 shares 57 $8.6K <0.01% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares 50 $8.53K <0.01% 0 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 850 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares 400 $8.53K <0.01% 0 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 123 shares; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares 123 $8.51K <0.01% 0 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares 350 $8.51K <0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 94 shares; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 94 shares 94 $8.48K <0.01% 0 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares 325 $8.41K <0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 42 shares; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares 45 $8.3K <0.01% 0 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING 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: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $8.28K <0.01% 0 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares 350 $8.25K <0.01% 0 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: not reported; 2025Q2: 220 shares 220 $8.23K <0.01% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23 shares; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 221 shares; 2025Q2: 35 shares 35 $8.22K <0.01% -186 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 945 shares; 2024Q3: 379 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares 177 $8.2K <0.01% 0 Timeline FTBD 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: 41 shares; 2024Q3: 92 shares; 2024Q4: 170 shares; 2025Q1: 273 shares; 2025Q2: 170 shares 170 $8.19K <0.01% -103 Timeline SPSB 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: 274 shares; 2024Q3: 274 shares; 2024Q4: 274 shares; 2025Q1: not reported; 2025Q2: 274 shares 274 $8.18K <0.01% new Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 169 shares; 2024Q3: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares 169 $8.14K <0.01% 0 Timeline FLDR 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: 163 shares; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 183 shares; 2025Q2: 163 shares 163 $8.14K <0.01% -20 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 162 shares; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 321 shares; 2025Q2: 162 shares 162 $8.12K <0.01% -159 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 202 shares; 2024Q3: 187 shares; 2024Q4: 143 shares; 2025Q1: 280 shares; 2025Q2: 143 shares 143 $8.12K <0.01% -137 Timeline REZ 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: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 100 shares 100 $8.1K <0.01% new Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 159 shares; 2024Q3: 160 shares; 2024Q4: 162 shares; 2025Q1: 34 shares; 2025Q2: 162 shares 162 $8.09K <0.01% +128 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 103 shares; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares 103 $8.03K <0.01% 0 Timeline FNY 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: not reported; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $8K <0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 116 shares; 2024Q3: 116 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares 117 $7.95K <0.01% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares 60 $7.95K <0.01% 0 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $7.82K <0.01% 0 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares 150 $7.78K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 597 shares; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 94 shares; 2025Q2: 79 shares 79 $7.75K <0.01% -15 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares 6 $7.72K <0.01% 0 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 162 shares; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares 162 $7.72K <0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 42 shares; 2024Q3: 42 shares; 2024Q4: 86 shares; 2025Q1: 93 shares; 2025Q2: 86 shares 86 $7.68K <0.01% -7 Timeline RWAY RUNWAY GROWTH FINANCE CORP More: the full row for RUNWAY GROWTH FINANCE 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: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares 700 $7.67K <0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 105 shares; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: not reported; 2025Q2: 105 shares 105 $7.64K <0.01% new Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING 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: 242 shares; 2025Q1: 252 shares; 2025Q2: 242 shares 242 $7.62K <0.01% -10 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $7.55K <0.01% 0 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 72 shares; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares 72 $7.48K <0.01% 0 Timeline MCHI 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: 156 shares; 2024Q3: 156 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 159 shares 159 $7.45K <0.01% 0 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: 245 shares; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares 245 $7.43K <0.01% 0 VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 307 shares; 2024Q3: 308 shares; 2024Q4: 310 shares; 2025Q1: 94 shares; 2025Q2: 94 shares 94 $7.31K <0.01% 0 Timeline ILTB 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: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares 150 $7.3K <0.01% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 69 shares; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: not reported; 2025Q2: 70 shares 70 $7.27K <0.01% new Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 122 shares; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares 122 $7.24K <0.01% 0 Timeline KCE 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: 52 shares; 2024Q3: 52 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares 53 $7.24K <0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29 shares; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 32 shares; 2025Q2: 26 shares 26 $7.16K <0.01% -6 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares 20 $7.06K <0.01% 0 Timeline ACH ACCENDRA HEALTH INC More: the full row for ACCENDRA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 536 shares; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 536 shares 536 $7K <0.01% 0 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES 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: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $6.99K <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32 shares; 2024Q3: 50 shares; 2024Q4: 33 shares; 2025Q1: 25 shares; 2025Q2: 33 shares 33 $6.98K <0.01% +8 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 706 shares; 2025Q2: 86 shares 86 $6.98K <0.01% -620 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 35 shares; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares 175 $6.97K <0.01% 0 Timeline FDG 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: not reported; 2025Q1: 67 shares; 2025Q2: 67 shares 67 $6.96K <0.01% 0 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 48 shares; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares 48 $6.87K <0.01% 0 Timeline NUVEEN PREFERRED & INCO… NUVEEN PREFERRED & INCOME More: the full row for NUVEEN PREFERRED & INCOME 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: 348 shares; 2025Q1: 348 shares; 2025Q2: 348 shares 348 $6.82K <0.01% 0 EEMV 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: 146 shares; 2024Q3: 221 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares 117 $6.81K <0.01% 0 Timeline SLYV 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: 78 shares; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 82 shares; 2025Q2: 78 shares 78 $6.81K <0.01% -4 Timeline KRBN KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 230 shares; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares 230 $6.74K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 101 shares; 2024Q3: 90 shares; 2024Q4: 86 shares; 2025Q1: 66 shares; 2025Q2: 86 shares 86 $6.72K <0.01% +20 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 62 shares; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares 62 $6.7K <0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 199 shares; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares 174 $6.68K <0.01% 0 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P 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: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $6.67K <0.01% 0 Timeline XMVM 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: 118 shares; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 119 shares; 2025Q2: 118 shares 118 $6.57K <0.01% -1 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 57 shares; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 89 shares; 2025Q2: 57 shares 57 $6.53K <0.01% -32 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 33 shares; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 17 shares; 2025Q2: 33 shares 33 $6.51K <0.01% +16 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND 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: 581 shares; 2025Q1: 581 shares; 2025Q2: 581 shares 581 $6.4K <0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 36 shares; 2025Q1: 61 shares; 2025Q2: 36 shares 36 $6.38K <0.01% -25 Timeline OXFORD LANE CAP CORP OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,128 shares; 2024Q3: 1,185 shares; 2024Q4: 1,251 shares; 2025Q1: 1,322 shares; 2025Q2: 1,251 shares 1,251 $6.34K <0.01% -71 XLRE 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: 155 shares; 2024Q3: 400 shares; 2024Q4: 155 shares; 2025Q1: not reported; 2025Q2: 155 shares 155 $6.3K <0.01% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 280 shares; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares 280 $6.22K <0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares 5 $6.12K <0.01% 0 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: not reported; 2025Q2: 95 shares 95 $6.09K <0.01% new Timeline IWN 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: 120 shares; 2024Q3: 150 shares; 2024Q4: 37 shares; 2025Q1: 67 shares; 2025Q2: 37 shares 37 $6.07K <0.01% -30 Timeline CTM CASTELLUM INC More: the full row for CASTELLUM 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: 3,000 shares; 2025Q1: not reported; 2025Q2: 3,000 shares 3,000 $6K <0.01% new Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 317 shares; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: not reported; 2025Q2: 317 shares 317 $5.98K <0.01% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 47 shares; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares 32 $5.94K <0.01% 0 Timeline RSPD 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: 111 shares; 2024Q4: 111 shares; 2025Q1: not reported; 2025Q2: 111 shares 111 $5.93K <0.01% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares 50 $5.86K <0.01% 0 Timeline FRNW 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: 473 shares; 2024Q3: 455 shares; 2024Q4: 431 shares; 2025Q1: 417 shares; 2025Q2: 431 shares 431 $5.8K <0.01% +14 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,169 shares; 2024Q3: 227 shares; 2024Q4: 44 shares; 2025Q1: 153 shares; 2025Q2: 44 shares 44 $5.78K <0.01% -109 Timeline FLJP 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: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $5.72K <0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,455 shares; 2024Q3: 695 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares 33 $5.72K <0.01% 0 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 446 shares; 2024Q3: 457 shares; 2024Q4: 257 shares; 2025Q1: 259 shares; 2025Q2: 258 shares 258 $5.69K <0.01% -1 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 282 shares; 2024Q3: 282 shares; 2024Q4: 282 shares; 2025Q1: 100 shares; 2025Q2: 282 shares 282 $5.69K <0.01% +182 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12 shares; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares 12 $5.69K <0.01% 0 Timeline INTF 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: 197 shares; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares 197 $5.66K <0.01% 0 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 155 shares; 2024Q3: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares 155 $5.59K <0.01% 0 Timeline E ENI SPA More: the full row for ENI SPA 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: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $5.47K <0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,198 shares; 2024Q3: 1,199 shares; 2024Q4: 120 shares; 2025Q1: 58 shares; 2025Q2: 120 shares 120 $5.46K <0.01% +62 Timeline PULS PGIM ETF TR More: the full row for PGIM 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: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares 110 $5.45K <0.01% 0 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares 350 $5.44K <0.01% 0 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares 150 $5.4K <0.01% 0 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16 shares; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: 16 shares 16 $5.4K <0.01% new QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP 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: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares 1,030 $5.35K <0.01% 0 Timeline XSMO 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares 80 $5.29K <0.01% 0 Timeline PAM PAMPA ENERGIA SA More: the full row for PAMPA ENERGIA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 60 shares; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares 60 $5.28K <0.01% 0 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 21 shares; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares 36 $5.26K <0.01% 0 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares 32 $5.26K <0.01% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 85 shares; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares 85 $5.22K <0.01% 0 Timeline BLCN SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 203 shares; 2024Q3: 203 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 203 shares 203 $5.21K <0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 432 shares; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares 68 $5.2K <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 59 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares 245 $5.18K <0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 103 shares; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares 103 $5.18K <0.01% 0 Timeline ILPT INDUSTRIAL LOGISTICS PPTYS T More: the full row for INDUSTRIAL LOGISTICS PPTYS T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,922 shares; 2024Q3: 1,414 shares; 2024Q4: 1,416 shares; 2025Q1: 1,418 shares; 2025Q2: 1,416 shares 1,416 $5.17K <0.01% -2 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L 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 $5.16K <0.01% 0 Timeline METC RAMACO RES INC More: the full row for RAMACO RES 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 $5.13K <0.01% 0 Timeline VEU 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: 89 shares; 2024Q3: 89 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares 89 $5.11K <0.01% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 98 shares; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 814 shares; 2025Q2: 98 shares 98 $5.09K <0.01% -716 Timeline CLB CORE LABORATORIES INC More: the full row for CORE LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 294 shares; 2024Q3: 294 shares; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: 294 shares 294 $5.09K <0.01% 0 Timeline RFLR 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: not reported; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 198 shares 198 $5.08K <0.01% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29 shares; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares 29 $5.04K <0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 28 shares; 2024Q3: 50 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares 28 $5K <0.01% 0 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 21 shares; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares 21 $4.99K <0.01% 0 Timeline FLOT 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: 98 shares; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares 98 $4.99K <0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24 shares; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares 24 $4.97K <0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 72 shares; 2024Q3: 72 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares 28 $4.96K <0.01% 0 Timeline FLQL 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: 84 shares; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares 84 $4.93K <0.01% 0 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 184 shares; 2025Q1: 233 shares; 2025Q2: 184 shares 184 $4.92K <0.01% -49 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 1,038 shares 1,038 $4.9K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 139 shares; 2024Q3: 139 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares 102 $4.9K <0.01% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 29 shares; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 229 shares; 2025Q2: 29 shares 29 $4.88K <0.01% -200 Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,200 shares; 2024Q3: 2,475 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares 1,275 $4.88K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 505 shares; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 355 shares; 2025Q2: 505 shares 505 $4.82K <0.01% +150 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 51 shares; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 1,390 shares; 2025Q2: 51 shares 51 $4.8K <0.01% -1,339 Timeline LUCID GROUP INC LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,039 shares; 2024Q3: 1,586 shares; 2024Q4: 1,586 shares; 2025Q1: 1,586 shares; 2025Q2: 1,586 shares 1,586 $4.79K <0.01% 0 EWA 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: 200 shares; 2024Q3: 216 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $4.77K <0.01% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 294 shares; 2024Q3: 297 shares; 2024Q4: 306 shares; 2025Q1: 0 shares; 2025Q2: 314 shares 314 $4.76K <0.01% +314 Timeline FHTX FOGHORN THERAPEUTICS INC More: the full row for FOGHORN THERAPEUTICS 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 $4.72K <0.01% 0 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 43 shares; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares 43 $4.71K <0.01% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 113 shares; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares 113 $4.69K <0.01% 0 Timeline MSML 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: 80 shares; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares 80 $4.69K <0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 101 shares; 2025Q2: 100 shares 100 $4.65K <0.01% -1 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares 9 $4.65K <0.01% 0 Timeline BKLN 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: 13,659 shares; 2024Q3: 13,622 shares; 2024Q4: 219 shares; 2025Q1: 77 shares; 2025Q2: 219 shares 219 $4.61K <0.01% +142 Timeline IGF 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: 4,990 shares; 2024Q3: not reported; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares 88 $4.61K <0.01% 0 Timeline THR THERMON GROUP HLDGS INC More: the full row for THERMON GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 160 shares; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares 160 $4.6K <0.01% 0 Timeline NLOP NET LEASE OFFICE PROPERTIES More: the full row for NET LEASE OFFICE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 148 shares; 2024Q3: 147 shares; 2024Q4: 147 shares; 2025Q1: 188 shares; 2025Q2: 147 shares 147 $4.6K <0.01% -41 Timeline TILRAY INC TILRAY INC More: the full row for TILRAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,406 shares; 2024Q3: 3,406 shares; 2024Q4: 3,399 shares; 2025Q1: 3,399 shares; 2025Q2: 3,399 shares 3,399 $4.52K <0.01% 0 GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO 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 $4.5K <0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13 shares; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 13 shares; 2025Q2: 26 shares 26 $4.46K <0.01% +13 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 271 shares; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares 112 $4.46K <0.01% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 768 shares; 2024Q3: 960 shares; 2024Q4: 194 shares; 2025Q1: 196 shares; 2025Q2: 194 shares 194 $4.42K <0.01% -2 Timeline IGTR 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: 80 shares; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares 180 $4.42K <0.01% 0 Timeline OPAL OPAL FUELS INC More: the full row for OPAL FUELS 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: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares 1,300 $4.41K <0.01% 0 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 80 shares; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares 80 $4.4K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23 shares; 2024Q3: 36 shares; 2024Q4: 23 shares; 2025Q1: 13 shares; 2025Q2: 23 shares 23 $4.36K <0.01% +10 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares 85 $4.32K <0.01% 0 Timeline HYDR 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: not reported; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares 187 $4.31K <0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 86 shares; 2024Q3: 133 shares; 2024Q4: 57 shares; 2025Q1: 58 shares; 2025Q2: 57 shares 57 $4.3K <0.01% -1 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares 32 $4.28K <0.01% 0 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 471 shares; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 35 shares; 2025Q2: 252 shares 252 $4.27K <0.01% +217 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 123 shares; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 273 shares; 2025Q2: 123 shares 123 $4.26K <0.01% -150 Timeline SCHH 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: 631 shares; 2024Q3: 632 shares; 2024Q4: 202 shares; 2025Q1: 860 shares; 2025Q2: 202 shares 202 $4.25K <0.01% -658 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 48 shares; 2024Q3: 48 shares; 2024Q4: 24 shares; 2025Q1: 31 shares; 2025Q2: 24 shares 24 $4.23K <0.01% -7 Timeline DDM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 512 shares; 2024Q3: 797 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares 44 $4.21K <0.01% 0 Timeline PEY 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: 196 shares; 2024Q3: 197 shares; 2024Q4: 198 shares; 2025Q1: 546 shares; 2025Q2: 198 shares 198 $4.2K <0.01% -348 Timeline HYS 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: 43 shares; 2024Q3: 44 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares 45 $4.18K <0.01% 0 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 49 shares; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 49 shares; 2025Q2: 20 shares 20 $4.15K <0.01% -29 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 163 shares; 2024Q3: 163 shares; 2024Q4: 149 shares; 2025Q1: 13 shares; 2025Q2: 149 shares 149 $4.11K <0.01% +136 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22 shares; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares 22 $4.09K <0.01% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24 shares; 2024Q3: 49 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares 24 $4.05K <0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 343 shares; 2024Q3: 343 shares; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 343 shares 343 $4.02K <0.01% 0 Timeline IYLD 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: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares 205 $3.99K <0.01% 0 Timeline GLOF 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: 92 shares; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares 92 $3.99K <0.01% 0 Timeline ESTC ELASTIC N V More: the full row for ELASTIC 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares 40 $3.96K <0.01% 0 Timeline MGPI MGP INGREDIENTS INC NEW More: the full row for MGP INGREDIENTS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $3.94K <0.01% 0 Timeline SDG 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: 54 shares; 2024Q3: 54 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares 55 $3.92K <0.01% 0 Timeline PRNT ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 184 shares; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares 184 $3.88K <0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ 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: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares 91 $3.8K <0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 250 shares; 2025Q2: 100 shares 100 $3.8K <0.01% -150 Timeline