NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,763 shares; 2024Q3: 7,678 shares; 2024Q4: 7,673 shares; 2025Q1: 7,423 shares; 2025Q2: 7,673 shares; 2025Q3: 6,813 shares; 2025Q4: 6,278 shares 6,278 $337K 0.02% -535 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,984 shares; 2024Q3: 7,984 shares; 2024Q4: 7,984 shares; 2025Q1: 7,984 shares; 2025Q2: 7,984 shares; 2025Q3: 5,474 shares; 2025Q4: 5,474 shares 5,474 $334K 0.02% 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 194 shares; 2025Q1: 2,650 shares; 2025Q2: 194 shares; 2025Q3: 2,746 shares; 2025Q4: 2,821 shares 2,821 $333K 0.02% +75 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,920 shares; 2024Q3: 785 shares; 2024Q4: 504 shares; 2025Q1: 521 shares; 2025Q2: 504 shares; 2025Q3: 544 shares; 2025Q4: 573 shares 573 $332K 0.02% +29 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,831 shares 6,831 $332K 0.02% new Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,327 shares; 2024Q3: 8,327 shares; 2024Q4: 8,327 shares; 2025Q1: 7,657 shares; 2025Q2: 8,327 shares; 2025Q3: 7,657 shares; 2025Q4: 7,346 shares 7,346 $331K 0.02% -311 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,573 shares; 2024Q3: 1,616 shares; 2024Q4: 1,616 shares; 2025Q1: 1,616 shares; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares; 2025Q4: 1,616 shares 1,616 $331K 0.02% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,142 shares; 2024Q3: 13,142 shares; 2024Q4: 13,142 shares; 2025Q1: 13,642 shares; 2025Q2: 13,142 shares; 2025Q3: 13,642 shares; 2025Q4: 13,642 shares 13,642 $331K 0.02% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,578 shares; 2024Q3: 12,468 shares; 2024Q4: 7,550 shares; 2025Q1: 5,686 shares; 2025Q2: 7,550 shares; 2025Q3: 9,056 shares; 2025Q4: 9,012 shares 9,012 $330K 0.02% -44 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,840 shares; 2024Q3: 11,370 shares; 2024Q4: 10,822 shares; 2025Q1: 10,622 shares; 2025Q2: 10,822 shares; 2025Q3: 10,366 shares; 2025Q4: 10,366 shares 10,366 $329K 0.02% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,800 shares; 2024Q3: 3,000 shares; 2024Q4: 5,960 shares; 2025Q1: 7,935 shares; 2025Q2: 5,960 shares; 2025Q3: 11,948 shares; 2025Q4: 9,949 shares 9,949 $329K 0.02% -1,999 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,543 shares; 2024Q3: 1,543 shares; 2024Q4: 1,431 shares; 2025Q1: 1,591 shares; 2025Q2: 1,431 shares; 2025Q3: 1,619 shares; 2025Q4: 1,620 shares 1,620 $326K 0.02% +1 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 264 shares; 2024Q3: 272 shares; 2024Q4: 290 shares; 2025Q1: 484 shares; 2025Q2: 290 shares; 2025Q3: 497 shares; 2025Q4: 529 shares 529 $324K 0.02% +32 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,044 shares; 2024Q3: 13,627 shares; 2024Q4: 11,931 shares; 2025Q1: 5,278 shares; 2025Q2: 11,931 shares; 2025Q3: 3,945 shares; 2025Q4: 7,860 shares 7,860 $323K 0.02% +3,915 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,816 shares; 2024Q3: 7,947 shares; 2024Q4: 7,676 shares; 2025Q1: 6,283 shares; 2025Q2: 7,676 shares; 2025Q3: 6,114 shares; 2025Q4: 6,107 shares 6,107 $323K 0.02% -7 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,891 shares; 2024Q3: 2,786 shares; 2024Q4: 2,202 shares; 2025Q1: 2,151 shares; 2025Q2: 2,202 shares; 2025Q3: 2,080 shares; 2025Q4: 2,478 shares 2,478 $322K 0.02% +398 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,253 shares; 2025Q2: not reported; 2025Q3: 1,901 shares; 2025Q4: 1,905 shares 1,905 $319K 0.02% +4 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 16 shares; 2024Q3: 160 shares; 2024Q4: 434 shares; 2025Q1: 434 shares; 2025Q2: 434 shares; 2025Q3: 1,349 shares; 2025Q4: 2,094 shares 2,094 $318K 0.02% +745 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,792 shares; 2024Q3: 6,940 shares; 2024Q4: 6,937 shares; 2025Q1: 4,988 shares; 2025Q2: 6,937 shares; 2025Q3: 4,011 shares; 2025Q4: 4,006 shares 4,006 $317K 0.02% -5 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,082 shares; 2024Q3: 5,082 shares; 2024Q4: 5,082 shares; 2025Q1: 6,932 shares; 2025Q2: 5,082 shares; 2025Q3: 13,382 shares; 2025Q4: 13,726 shares 13,726 $317K 0.02% +344 Timeline BPAY BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,753 shares; 2025Q4: 11,663 shares 11,663 $317K 0.02% +8,910 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,805 shares; 2024Q3: 2,805 shares; 2024Q4: 2,832 shares; 2025Q1: 2,832 shares; 2025Q2: 2,832 shares; 2025Q3: 3,392 shares; 2025Q4: 3,399 shares 3,399 $316K 0.02% +7 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,535 shares; 2024Q3: 13,835 shares; 2024Q4: 13,410 shares; 2025Q1: 11,954 shares; 2025Q2: 13,410 shares; 2025Q3: 11,456 shares; 2025Q4: 10,350 shares 10,350 $316K 0.02% -1,106 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,775 shares; 2024Q3: 10,520 shares; 2024Q4: 8,745 shares; 2025Q1: 8,745 shares; 2025Q2: 8,745 shares; 2025Q3: 8,475 shares; 2025Q4: 8,475 shares 8,475 $312K 0.02% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,008 shares; 2024Q3: 4,008 shares; 2024Q4: 3,708 shares; 2025Q1: 3,783 shares; 2025Q2: 3,708 shares; 2025Q3: 3,783 shares; 2025Q4: 3,783 shares 3,783 $312K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,802 shares; 2024Q3: 5,569 shares; 2024Q4: 5,626 shares; 2025Q1: 4,044 shares; 2025Q2: 5,626 shares; 2025Q3: 3,563 shares; 2025Q4: 3,551 shares 3,551 $310K 0.02% -12 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,172 shares; 2024Q3: 841 shares; 2024Q4: 842 shares; 2025Q1: 842 shares; 2025Q2: 842 shares; 2025Q3: 744 shares; 2025Q4: 745 shares 745 $307K 0.02% +1 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,840 shares; 2025Q4: 4,431 shares 4,431 $307K 0.02% -1,409 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,387 shares; 2024Q3: 5,362 shares; 2024Q4: 5,058 shares; 2025Q1: 5,058 shares; 2025Q2: 5,058 shares; 2025Q3: 4,433 shares; 2025Q4: 4,215 shares 4,215 $306K 0.02% -218 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,750 shares; 2025Q1: 11,534 shares; 2025Q2: 3,750 shares; 2025Q3: 5,696 shares; 2025Q4: 5,665 shares 5,665 $305K 0.02% -31 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 987 shares; 2024Q3: 987 shares; 2024Q4: 977 shares; 2025Q1: 977 shares; 2025Q2: 977 shares; 2025Q3: 1,029 shares; 2025Q4: 1,024 shares 1,024 $303K 0.02% -5 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,143 shares; 2025Q1: 3,019 shares; 2025Q2: 8,143 shares; 2025Q3: not reported; 2025Q4: 5,460 shares 5,460 $301K 0.02% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,890 shares; 2024Q3: 8,289 shares; 2024Q4: 7,650 shares; 2025Q1: 7,860 shares; 2025Q2: 7,650 shares; 2025Q3: 5,086 shares; 2025Q4: 4,845 shares 4,845 $301K 0.02% -241 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,654 shares; 2024Q3: 14,654 shares; 2024Q4: 14,654 shares; 2025Q1: 14,951 shares; 2025Q2: 14,919 shares; 2025Q3: 16,351 shares; 2025Q4: 16,851 shares 16,851 $298K 0.02% +500 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,281 shares; 2024Q3: 3,659 shares; 2024Q4: 4,955 shares; 2025Q1: 1,876 shares; 2025Q2: 4,955 shares; 2025Q3: 2,586 shares; 2025Q4: 2,579 shares 2,579 $297K 0.02% -7 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,895 shares; 2025Q2: not reported; 2025Q3: 8,280 shares; 2025Q4: 8,350 shares 8,350 $296K 0.02% +70 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,009 shares; 2024Q3: 2,732 shares; 2024Q4: 2,719 shares; 2025Q1: 2,461 shares; 2025Q2: 2,719 shares; 2025Q3: 2,451 shares; 2025Q4: 2,351 shares 2,351 $296K 0.02% -100 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 4,762 shares; 2025Q4: 4,234 shares 4,234 $295K 0.02% -528 Timeline CRON CRONOS GROUP INC More: the full row for CRONOS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 181,290 shares; 2024Q3: 180,290 shares; 2024Q4: 168,520 shares; 2025Q1: 141,570 shares; 2025Q2: 168,520 shares; 2025Q3: 115,070 shares; 2025Q4: 111,970 shares 111,970 $294K 0.02% -3,100 Timeline PHDG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,746 shares; 2024Q3: 2,712 shares; 2024Q4: 2,373 shares; 2025Q1: 2,374 shares; 2025Q2: 2,373 shares; 2025Q3: 7,869 shares; 2025Q4: 7,784 shares 7,784 $291K 0.02% -85 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,579 shares; 2024Q3: 2,590 shares; 2024Q4: 2,451 shares; 2025Q1: 2,008 shares; 2025Q2: 2,451 shares; 2025Q3: 2,267 shares; 2025Q4: 2,400 shares 2,400 $291K 0.02% +133 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,202 shares; 2024Q3: 13,202 shares; 2024Q4: 12,750 shares; 2025Q1: 12,750 shares; 2025Q2: 12,750 shares; 2025Q3: 12,375 shares; 2025Q4: 12,375 shares 12,375 $286K 0.02% 0 Timeline DLO DLOCAL LTD More: the full row for DLOCAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: not reported; 2025Q3: 19,650 shares; 2025Q4: 20,150 shares 20,150 $285K 0.02% +500 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 106,344 shares; 2025Q1: 102,144 shares; 2025Q2: 106,344 shares; 2025Q3: 6,444 shares; 2025Q4: 7,203 shares 7,203 $283K 0.02% +759 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,364 shares; 2024Q3: 10,781 shares; 2024Q4: 10,344 shares; 2025Q1: 6,361 shares; 2025Q2: 10,344 shares; 2025Q3: 6,361 shares; 2025Q4: 6,361 shares 6,361 $282K 0.02% 0 Timeline SFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,134 shares; 2024Q3: 8,134 shares; 2024Q4: 8,919 shares; 2025Q1: 12,552 shares; 2025Q2: 8,919 shares; 2025Q3: 12,207 shares; 2025Q4: 11,982 shares 11,982 $282K 0.02% -225 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,131 shares; 2025Q2: not reported; 2025Q3: 32,623 shares; 2025Q4: 22,623 shares 22,623 $281K 0.02% -10,000 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,939 shares; 2024Q3: 2,970 shares; 2024Q4: 5,079 shares; 2025Q1: 6,721 shares; 2025Q2: 5,079 shares; 2025Q3: 6,216 shares; 2025Q4: 4,346 shares 4,346 $280K 0.02% -1,870 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,496 shares; 2024Q3: 1,496 shares; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 1,496 shares; 2025Q3: 1,190 shares; 2025Q4: 1,409 shares 1,409 $278K 0.02% +219 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,731 shares; 2024Q3: 17,760 shares; 2024Q4: 23,572 shares; 2025Q1: 7,790 shares; 2025Q2: 23,572 shares; 2025Q3: 7,073 shares; 2025Q4: 5,895 shares 5,895 $274K 0.02% -1,178 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 621 shares; 2024Q3: 752 shares; 2024Q4: 658 shares; 2025Q1: 555 shares; 2025Q2: 658 shares; 2025Q3: 989 shares; 2025Q4: 944 shares 944 $274K 0.02% -45 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,250 shares; 2025Q4: 9,000 shares 9,000 $272K 0.02% +3,750 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,967 shares 1,967 $271K 0.02% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 649 shares; 2024Q3: 649 shares; 2024Q4: 648 shares; 2025Q1: 545 shares; 2025Q2: 648 shares; 2025Q3: 608 shares; 2025Q4: 608 shares 608 $271K 0.02% 0 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,446 shares; 2024Q3: 16,046 shares; 2024Q4: 18,046 shares; 2025Q1: 7,397 shares; 2025Q2: 18,046 shares; 2025Q3: 8,231 shares; 2025Q4: 5,581 shares 5,581 $270K 0.02% -2,650 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,562 shares; 2024Q3: 2,562 shares; 2024Q4: 2,562 shares; 2025Q1: 2,567 shares; 2025Q2: 2,562 shares; 2025Q3: 3,127 shares; 2025Q4: 3,131 shares 3,131 $270K 0.02% +4 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,680 shares; 2024Q3: 1,682 shares; 2024Q4: 6,401 shares; 2025Q1: 1,272 shares; 2025Q2: 6,401 shares; 2025Q3: 1,749 shares; 2025Q4: 1,279 shares 1,279 $269K 0.02% -470 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 364 shares; 2024Q3: 364 shares; 2024Q4: 846 shares; 2025Q1: 994 shares; 2025Q2: 846 shares; 2025Q3: 988 shares; 2025Q4: 1,288 shares 1,288 $268K 0.02% +300 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,695 shares; 2024Q3: 7,703 shares; 2024Q4: 6,424 shares; 2025Q1: 6,359 shares; 2025Q2: 6,425 shares; 2025Q3: 6,399 shares; 2025Q4: 6,402 shares 6,402 $268K 0.02% +3 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,261 shares; 2024Q3: 2,955 shares; 2024Q4: 3,863 shares; 2025Q1: 4,027 shares; 2025Q2: 3,863 shares; 2025Q3: 4,161 shares; 2025Q4: 3,088 shares 3,088 $266K 0.02% -1,073 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 539 shares; 2024Q3: 727 shares; 2024Q4: 413 shares; 2025Q1: 426 shares; 2025Q2: 413 shares; 2025Q3: 464 shares; 2025Q4: 474 shares 474 $266K 0.02% +10 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 21,154 shares; 2024Q3: 21,225 shares; 2024Q4: 21,294 shares; 2025Q1: 21,366 shares; 2025Q2: 21,294 shares; 2025Q3: 21,573 shares; 2025Q4: 19,781 shares 19,781 $263K 0.02% -1,792 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,657 shares; 2025Q4: 13,675 shares 13,675 $262K 0.02% +18 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,276 shares; 2024Q3: 1,333 shares; 2024Q4: 2,711 shares; 2025Q1: 2,725 shares; 2025Q2: 2,711 shares; 2025Q3: 2,809 shares; 2025Q4: 2,805 shares 2,805 $259K 0.02% -4 Timeline XBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,927 shares; 2024Q3: 7,927 shares; 2024Q4: 7,927 shares; 2025Q1: 7,927 shares; 2025Q2: 7,927 shares; 2025Q3: 7,031 shares; 2025Q4: 6,753 shares 6,753 $258K 0.02% -278 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,114 shares; 2024Q3: 6,708 shares; 2024Q4: 6,710 shares; 2025Q1: 6,716 shares; 2025Q2: 6,710 shares; 2025Q3: 5,365 shares; 2025Q4: 5,375 shares 5,375 $258K 0.02% +10 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,587 shares; 2024Q3: 5,987 shares; 2024Q4: 5,737 shares; 2025Q1: 5,737 shares; 2025Q2: 5,737 shares; 2025Q3: 4,727 shares; 2025Q4: 4,293 shares 4,293 $256K 0.02% -434 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 328 shares; 2024Q3: 451 shares; 2024Q4: 677 shares; 2025Q1: 501 shares; 2025Q2: 677 shares; 2025Q3: 1,638 shares; 2025Q4: 1,639 shares 1,639 $254K 0.02% +1 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,397 shares; 2024Q4: 1,402 shares; 2025Q1: 863 shares; 2025Q2: 1,402 shares; 2025Q3: 5,478 shares; 2025Q4: 5,492 shares 5,492 $254K 0.02% +14 Timeline BKHY BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,191 shares; 2024Q3: 8,474 shares; 2024Q4: 9,321 shares; 2025Q1: 7,122 shares; 2025Q2: 9,321 shares; 2025Q3: 5,464 shares; 2025Q4: 5,228 shares 5,228 $251K 0.02% -236 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,516 shares; 2024Q3: 2,336 shares; 2024Q4: 2,362 shares; 2025Q1: 5,996 shares; 2025Q2: 2,362 shares; 2025Q3: 11,672 shares; 2025Q4: 14,498 shares 14,498 $251K 0.02% +2,826 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,513 shares; 2025Q4: 6,515 shares 6,515 $251K 0.02% +2 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,074 shares; 2024Q4: 1,074 shares; 2025Q1: 1,074 shares; 2025Q2: 1,074 shares; 2025Q3: 1,101 shares; 2025Q4: 1,101 shares 1,101 $250K 0.02% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,442 shares; 2024Q3: 4,833 shares; 2024Q4: 4,216 shares; 2025Q1: 4,038 shares; 2025Q2: 4,216 shares; 2025Q3: 3,097 shares; 2025Q4: 3,012 shares 3,012 $249K 0.02% -85 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,044 shares; 2024Q3: 11,459 shares; 2024Q4: 11,839 shares; 2025Q1: 10,446 shares; 2025Q2: 11,839 shares; 2025Q3: 8,284 shares; 2025Q4: 7,133 shares 7,133 $248K 0.02% -1,151 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,475 shares; 2024Q3: 2,475 shares; 2024Q4: 2,310 shares; 2025Q1: 3,022 shares; 2025Q2: 2,310 shares; 2025Q3: 3,246 shares; 2025Q4: 3,335 shares 3,335 $246K 0.02% +89 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,559 shares 1,559 $246K 0.02% new Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares 4,400 $245K 0.02% 0 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,213 shares; 2024Q3: 6,343 shares; 2024Q4: 7,363 shares; 2025Q1: 6,363 shares; 2025Q2: 7,363 shares; 2025Q3: 6,154 shares; 2025Q4: 7,722 shares 7,722 $244K 0.02% +1,568 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,195 shares; 2025Q4: 7,111 shares 7,111 $243K 0.02% -84 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 202 shares; 2024Q3: 324 shares; 2024Q4: 374 shares; 2025Q1: 411 shares; 2025Q2: 374 shares; 2025Q3: 2,907 shares; 2025Q4: 2,957 shares 2,957 $242K 0.02% +50 Timeline FBCV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,754 shares; 2024Q3: 5,460 shares; 2024Q4: 5,470 shares; 2025Q1: 5,686 shares; 2025Q2: 5,470 shares; 2025Q3: 5,705 shares; 2025Q4: 6,764 shares 6,764 $241K 0.02% +1,059 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 2,511 shares; 2025Q4: 4,563 shares 4,563 $240K 0.02% +2,052 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 462 shares; 2024Q3: 516 shares; 2024Q4: 1,072 shares; 2025Q1: 1,139 shares; 2025Q2: 1,072 shares; 2025Q3: 1,000 shares; 2025Q4: 2,003 shares 2,003 $239K 0.02% +1,003 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,163 shares; 2024Q3: 12,164 shares; 2024Q4: 12,164 shares; 2025Q1: 8,164 shares; 2025Q2: 12,164 shares; 2025Q3: 8,325 shares; 2025Q4: 8,484 shares 8,484 $239K 0.02% +159 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 33,499 shares; 2024Q3: 40,674 shares; 2024Q4: 20,243 shares; 2025Q1: 14,762 shares; 2025Q2: 20,243 shares; 2025Q3: 21,426 shares; 2025Q4: 18,035 shares 18,035 $237K 0.02% -3,391 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,621 shares; 2024Q4: 1,619 shares; 2025Q1: 1,779 shares; 2025Q2: 1,619 shares; 2025Q3: 2,070 shares; 2025Q4: 2,074 shares 2,074 $236K 0.02% +4 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,938 shares; 2025Q4: 7,534 shares 7,534 $235K 0.02% +596 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; 2024Q1: restricted; 2024Q2: 473 shares; 2024Q3: 455 shares; 2024Q4: 431 shares; 2025Q1: 417 shares; 2025Q2: 431 shares; 2025Q3: 9,677 shares; 2025Q4: 11,581 shares 11,581 $235K 0.02% +1,904 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 18,150 shares; 2024Q3: 14,517 shares; 2024Q4: 13,538 shares; 2025Q1: 13,548 shares; 2025Q2: 13,538 shares; 2025Q3: 12,473 shares; 2025Q4: 12,487 shares 12,487 $235K 0.02% +14 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,671 shares; 2024Q3: 13,671 shares; 2024Q4: 15,533 shares; 2025Q1: 16,313 shares; 2025Q2: 15,533 shares; 2025Q3: 1,338 shares; 2025Q4: 1,446 shares 1,446 $234K 0.02% +108 Timeline ITWO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,900 shares 5,900 $234K 0.02% new Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 16,951 shares; 2024Q3: 16,200 shares; 2024Q4: 15,345 shares; 2025Q1: 16,395 shares; 2025Q2: 15,345 shares; 2025Q3: 15,035 shares; 2025Q4: 12,386 shares 12,386 $234K 0.02% -2,649 Timeline JULJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 580 shares; 2024Q3: 10,430 shares; 2024Q4: 9,887 shares; 2025Q1: 9,915 shares; 2025Q2: 9,887 shares; 2025Q3: 10,822 shares; 2025Q4: 9,368 shares 9,368 $233K 0.02% -1,454 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,813 shares; 2024Q3: 2,817 shares; 2024Q4: 2,719 shares; 2025Q1: 2,208 shares; 2025Q2: 2,719 shares; 2025Q3: 2,732 shares; 2025Q4: 5,465 shares 5,465 $233K 0.02% +2,733 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 686 shares; 2024Q3: 1,083 shares; 2024Q4: 1,087 shares; 2025Q1: 1,038 shares; 2025Q2: 1,087 shares; 2025Q3: 897 shares; 2025Q4: 802 shares 802 $232K 0.02% -95 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 14,622 shares; 2024Q4: 7,672 shares; 2025Q1: 7,828 shares; 2025Q2: 7,672 shares; 2025Q3: 200 shares; 2025Q4: 7,820 shares 7,820 $232K 0.02% +7,620 Timeline JULH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 5,200 shares; 2024Q4: 5,032 shares; 2025Q1: 5,065 shares; 2025Q2: 5,032 shares; 2025Q3: 11,085 shares; 2025Q4: 9,287 shares 9,287 $231K 0.02% -1,798 Timeline FCOR 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 1,000 shares; 2025Q4: 4,832 shares 4,832 $231K 0.02% +3,832 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5,163 shares; 2024Q4: 5,163 shares; 2025Q1: 5,163 shares; 2025Q2: 5,163 shares; 2025Q3: 5,163 shares; 2025Q4: 5,163 shares 5,163 $231K 0.02% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 900 shares; 2024Q3: 670 shares; 2024Q4: 442 shares; 2025Q1: 207 shares; 2025Q2: 442 shares; 2025Q3: 372 shares; 2025Q4: 1,363 shares 1,363 $230K 0.02% +991 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,937 shares; 2024Q3: 10,112 shares; 2024Q4: 8,362 shares; 2025Q1: 7,888 shares; 2025Q2: 8,362 shares; 2025Q3: 28,638 shares; 2025Q4: 10,250 shares 10,250 $229K 0.02% -18,388 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,081 shares; 2024Q3: 2,152 shares; 2024Q4: 2,149 shares; 2025Q1: 649 shares; 2025Q2: 2,149 shares; 2025Q3: 769 shares; 2025Q4: 912 shares 912 $229K 0.02% +143 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 646 shares; 2024Q3: 919 shares; 2024Q4: 919 shares; 2025Q1: 927 shares; 2025Q2: 919 shares; 2025Q3: 900 shares; 2025Q4: 880 shares 880 $228K 0.02% -20 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,454 shares; 2024Q3: 6,467 shares; 2024Q4: 4,178 shares; 2025Q1: 4,104 shares; 2025Q2: 4,178 shares; 2025Q3: 4,212 shares; 2025Q4: 4,236 shares 4,236 $228K 0.02% +24 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; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 5,830 shares; 2025Q4: 5,511 shares 5,511 $227K 0.02% -319 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,205 shares; 2024Q3: 3,093 shares; 2024Q4: 3,105 shares; 2025Q1: 1,115 shares; 2025Q2: 3,105 shares; 2025Q3: 3,702 shares; 2025Q4: 13,064 shares 13,064 $227K 0.02% +9,362 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,261 shares; 2024Q3: 11,261 shares; 2024Q4: 10,431 shares; 2025Q1: 3,003 shares; 2025Q2: 10,431 shares; 2025Q3: 5,063 shares; 2025Q4: 5,063 shares 5,063 $225K 0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,213 shares; 2024Q3: 3,200 shares; 2024Q4: 3,254 shares; 2025Q1: 3,202 shares; 2025Q2: 3,254 shares; 2025Q3: 3,503 shares; 2025Q4: 3,514 shares 3,514 $224K 0.01% +11 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3 shares; 2024Q3: 3 shares; 2024Q4: 675 shares; 2025Q1: 588 shares; 2025Q2: 675 shares; 2025Q3: 585 shares; 2025Q4: 585 shares 585 $224K 0.01% 0 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,653 shares; 2024Q3: 5,536 shares; 2024Q4: 5,587 shares; 2025Q1: 6,688 shares; 2025Q2: 5,587 shares; 2025Q3: 5,519 shares; 2025Q4: 4,436 shares 4,436 $222K 0.01% -1,083 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,840 shares; 2024Q3: 2,841 shares; 2024Q4: 2,842 shares; 2025Q1: 2,843 shares; 2025Q2: 2,842 shares; 2025Q3: 1,671 shares; 2025Q4: 1,673 shares 1,673 $220K 0.01% +2 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,843 shares; 2024Q3: 4,885 shares; 2024Q4: 4,771 shares; 2025Q1: 4,643 shares; 2025Q2: 4,793 shares; 2025Q3: 4,737 shares; 2025Q4: 4,759 shares 4,759 $219K 0.01% +22 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,972 shares; 2024Q3: 3,648 shares; 2024Q4: 8,299 shares; 2025Q1: 5,205 shares; 2025Q2: 8,299 shares; 2025Q3: 1,852 shares; 2025Q4: 2,451 shares 2,451 $219K 0.01% +599 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,013 shares 2,013 $219K 0.01% new Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,432 shares; 2024Q3: 6,043 shares; 2024Q4: 6,043 shares; 2025Q1: 5,577 shares; 2025Q2: 6,043 shares; 2025Q3: 5,477 shares; 2025Q4: 4,858 shares 4,858 $218K 0.01% -619 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 211 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 786 shares; 2025Q4: 786 shares 786 $218K 0.01% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,534 shares; 2025Q1: 2,673 shares; 2025Q2: 2,534 shares; 2025Q3: 2,425 shares; 2025Q4: 2,437 shares 2,437 $217K 0.01% +12 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,185 shares; 2024Q3: 10,185 shares; 2024Q4: 8,505 shares; 2025Q1: 7,137 shares; 2025Q2: 8,505 shares; 2025Q3: 7,520 shares; 2025Q4: 7,520 shares 7,520 $216K 0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 100 shares; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 141 shares; 2025Q2: 136 shares; 2025Q3: 654 shares; 2025Q4: 555 shares 555 $215K 0.01% -99 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,780 shares; 2024Q3: 3,036 shares; 2024Q4: 3,036 shares; 2025Q1: 4,036 shares; 2025Q2: 3,036 shares; 2025Q3: 4,486 shares; 2025Q4: 4,486 shares 4,486 $213K 0.01% 0 Timeline IRTR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,334 shares; 2025Q1: 5,872 shares; 2025Q2: 3,334 shares; 2025Q3: 7,099 shares; 2025Q4: 6,909 shares 6,909 $213K 0.01% -190 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,330 shares; 2024Q3: 6,372 shares; 2024Q4: 34,501 shares; 2025Q1: 17,718 shares; 2025Q2: 34,501 shares; 2025Q3: 6,808 shares; 2025Q4: 6,808 shares 6,808 $211K 0.01% 0 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,285 shares; 2024Q3: 4,771 shares; 2024Q4: 12,997 shares; 2025Q1: 6,598 shares; 2025Q2: 12,997 shares; 2025Q3: 4,234 shares; 2025Q4: 4,258 shares 4,258 $210K 0.01% +24 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,721 shares; 2024Q3: 1,742 shares; 2024Q4: 1,683 shares; 2025Q1: 1,873 shares; 2025Q2: 1,683 shares; 2025Q3: 1,899 shares; 2025Q4: 1,872 shares 1,872 $209K 0.01% -27 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,280 shares; 2024Q3: 3,509 shares; 2024Q4: 3,515 shares; 2025Q1: 3,476 shares; 2025Q2: 3,515 shares; 2025Q3: 3,454 shares; 2025Q4: 3,457 shares 3,457 $209K 0.01% +3 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,898 shares; 2024Q3: 3,925 shares; 2024Q4: 2,820 shares; 2025Q1: 2,744 shares; 2025Q2: 2,820 shares; 2025Q3: 2,677 shares; 2025Q4: 2,677 shares 2,677 $208K 0.01% 0 Timeline IBLC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,790 shares; 2025Q1: 843 shares; 2025Q2: 13,790 shares; 2025Q3: 5,000 shares; 2025Q4: 5,082 shares 5,082 $208K 0.01% +82 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; 2024Q1: restricted; 2024Q2: 41 shares; 2024Q3: 92 shares; 2024Q4: 170 shares; 2025Q1: 273 shares; 2025Q2: 170 shares; 2025Q3: 4,172 shares; 2025Q4: 4,190 shares 4,190 $207K 0.01% +18 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,464 shares; 2024Q4: 1,464 shares; 2025Q1: 1,464 shares; 2025Q2: 1,464 shares; 2025Q3: 1,464 shares; 2025Q4: 1,709 shares 1,709 $207K 0.01% +245 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 659 shares; 2024Q3: 812 shares; 2024Q4: 969 shares; 2025Q1: 1,129 shares; 2025Q2: 969 shares; 2025Q3: 1,215 shares; 2025Q4: 1,017 shares 1,017 $206K 0.01% -198 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares 3,250 $206K 0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,486 shares; 2024Q3: 2,486 shares; 2024Q4: 2,486 shares; 2025Q1: 2,486 shares; 2025Q2: 2,486 shares; 2025Q3: 2,486 shares; 2025Q4: 2,486 shares 2,486 $205K 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 914 shares; 2024Q3: 916 shares; 2024Q4: 896 shares; 2025Q1: 931 shares; 2025Q2: 896 shares; 2025Q3: 916 shares; 2025Q4: 952 shares 952 $204K 0.01% +36 Timeline XUSP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,070 shares; 2024Q3: 9,009 shares; 2024Q4: 7,744 shares; 2025Q1: 7,744 shares; 2025Q2: 7,744 shares; 2025Q3: 4,545 shares; 2025Q4: 4,295 shares 4,295 $204K 0.01% -250 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,047 shares; 2024Q3: 8,047 shares; 2024Q4: 8,047 shares; 2025Q1: 5,000 shares; 2025Q2: 8,047 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $204K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,800 shares; 2024Q3: 1,373 shares; 2024Q4: 1,775 shares; 2025Q1: 1,302 shares; 2025Q2: 1,775 shares; 2025Q3: 987 shares; 2025Q4: 987 shares 987 $203K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,041 shares; 2024Q3: 1,113 shares; 2024Q4: 871 shares; 2025Q1: 1,407 shares; 2025Q2: 871 shares; 2025Q3: 741 shares; 2025Q4: 742 shares 742 $203K 0.01% +1 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,704 shares; 2024Q3: 7,301 shares; 2024Q4: 6,797 shares; 2025Q1: 5,788 shares; 2025Q2: 6,797 shares; 2025Q3: 5,056 shares; 2025Q4: 5,056 shares 5,056 $202K 0.01% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,977 shares; 2024Q3: 6,861 shares; 2024Q4: 6,558 shares; 2025Q1: 5,437 shares; 2025Q2: 6,558 shares; 2025Q3: 3,883 shares; 2025Q4: 3,813 shares 3,813 $200K 0.01% -70 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 29 shares; 2024Q3: 29 shares; 2024Q4: 164 shares; 2025Q1: 4 shares; 2025Q2: 164 shares; 2025Q3: 18 shares; 2025Q4: 795 shares 795 $199K 0.01% +777 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,143 shares; 2024Q3: 894 shares; 2024Q4: 894 shares; 2025Q1: 945 shares; 2025Q2: 894 shares; 2025Q3: 950 shares; 2025Q4: 951 shares 951 $199K 0.01% +1 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,379 shares; 2024Q3: 125,133 shares; 2024Q4: 126,828 shares; 2025Q1: 8,028 shares; 2025Q2: 126,828 shares; 2025Q3: 4,641 shares; 2025Q4: 5,373 shares 5,373 $198K 0.01% +732 Timeline FDIG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,228 shares; 2024Q3: 8,400 shares; 2024Q4: 10,329 shares; 2025Q1: 3,067 shares; 2025Q2: 10,329 shares; 2025Q3: 5,106 shares; 2025Q4: 5,144 shares 5,144 $198K 0.01% +38 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 60 shares; 2024Q4: 722 shares; 2025Q1: 942 shares; 2025Q2: 722 shares; 2025Q3: 1,442 shares; 2025Q4: 1,446 shares 1,446 $198K 0.01% +4 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,618 shares; 2024Q3: 2,712 shares; 2024Q4: 4,131 shares; 2025Q1: 5,529 shares; 2025Q2: 4,131 shares; 2025Q3: 3,377 shares; 2025Q4: 2,325 shares 2,325 $198K 0.01% -1,052 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 917 shares; 2024Q3: 918 shares; 2024Q4: 796 shares; 2025Q1: 744 shares; 2025Q2: 796 shares; 2025Q3: 404 shares; 2025Q4: 402 shares 402 $197K 0.01% -2 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,005 shares; 2024Q3: 9,005 shares; 2024Q4: 7,635 shares; 2025Q1: 7,635 shares; 2025Q2: 7,635 shares; 2025Q3: 7,635 shares; 2025Q4: 7,635 shares 7,635 $197K 0.01% 0 Timeline FLHY 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,988 shares; 2025Q4: 8,013 shares 8,013 $196K 0.01% +25 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,412 shares; 2024Q3: 3,247 shares; 2024Q4: 3,247 shares; 2025Q1: 2,979 shares; 2025Q2: 3,247 shares; 2025Q3: 2,857 shares; 2025Q4: 2,857 shares 2,857 $195K 0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 189 shares; 2024Q3: 2,363 shares; 2024Q4: 2,359 shares; 2025Q1: 2,357 shares; 2025Q2: 2,359 shares; 2025Q3: 2,338 shares; 2025Q4: 2,382 shares 2,382 $195K 0.01% +44 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,650 shares; 2024Q3: 2,058 shares; 2024Q4: 1,436 shares; 2025Q1: 1,187 shares; 2025Q2: 1,436 shares; 2025Q3: 1,058 shares; 2025Q4: 1,058 shares 1,058 $195K 0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares 1,550 $195K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,638 shares; 2024Q3: 12,484 shares; 2024Q4: 2,150 shares; 2025Q1: 500 shares; 2025Q2: 2,150 shares; 2025Q3: 2,502 shares; 2025Q4: 2,424 shares 2,424 $194K 0.01% -78 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 861 shares; 2025Q1: 4,454 shares; 2025Q2: 861 shares; 2025Q3: 4,986 shares; 2025Q4: 4,986 shares 4,986 $193K 0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,149 shares; 2024Q3: 1,118 shares; 2024Q4: 961 shares; 2025Q1: 961 shares; 2025Q2: 961 shares; 2025Q3: 930 shares; 2025Q4: 863 shares 863 $193K 0.01% -67 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; 2024Q1: restricted; 2024Q2: 1,160 shares; 2024Q3: 1,160 shares; 2024Q4: 1,454 shares; 2025Q1: 1,454 shares; 2025Q2: 1,454 shares; 2025Q3: 4,660 shares; 2025Q4: 4,660 shares 4,660 $191K 0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 15,138 shares; 2024Q3: 14,008 shares; 2024Q4: 10,644 shares; 2025Q1: 8,823 shares; 2025Q2: 10,644 shares; 2025Q3: 5,016 shares; 2025Q4: 4,837 shares 4,837 $191K 0.01% -179 Timeline XTAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,325 shares; 2024Q4: 3,751 shares; 2025Q1: 3,751 shares; 2025Q2: 3,751 shares; 2025Q3: 4,656 shares; 2025Q4: 4,656 shares 4,656 $189K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,714 shares; 2024Q3: 2,508 shares; 2024Q4: 2,287 shares; 2025Q1: 2,253 shares; 2025Q2: 2,287 shares; 2025Q3: 2,726 shares; 2025Q4: 2,728 shares 2,728 $189K 0.01% +2 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,151 shares; 2024Q3: 2,155 shares; 2024Q4: 969 shares; 2025Q1: 969 shares; 2025Q2: 969 shares; 2025Q3: 812 shares; 2025Q4: 812 shares 812 $187K 0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,704 shares; 2024Q3: 9,793 shares; 2024Q4: 9,295 shares; 2025Q1: 8,810 shares; 2025Q2: 9,295 shares; 2025Q3: 6,520 shares; 2025Q4: 3,151 shares 3,151 $185K 0.01% -3,369 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 36,151 shares; 2024Q3: 12,893 shares; 2024Q4: 11,400 shares; 2025Q1: 10,807 shares; 2025Q2: 11,400 shares; 2025Q3: 11,224 shares; 2025Q4: 6,165 shares 6,165 $185K 0.01% -5,059 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78 shares; 2025Q4: 1,437 shares 1,437 $184K 0.01% +1,359 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,902 shares; 2024Q3: 1,427 shares; 2024Q4: 2,042 shares; 2025Q1: 2,294 shares; 2025Q2: 2,042 shares; 2025Q3: 3,644 shares; 2025Q4: 3,810 shares 3,810 $184K 0.01% +166 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 554 shares; 2024Q3: 849 shares; 2024Q4: 760 shares; 2025Q1: 661 shares; 2025Q2: 760 shares; 2025Q3: 1,643 shares; 2025Q4: 1,610 shares 1,610 $183K 0.01% -33 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,585 shares; 2024Q4: 4,978 shares; 2025Q1: 5,178 shares; 2025Q2: 4,978 shares; 2025Q3: 5,178 shares; 2025Q4: 5,178 shares 5,178 $183K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 553 shares; 2024Q3: 696 shares; 2024Q4: 800 shares; 2025Q1: 790 shares; 2025Q2: 800 shares; 2025Q3: 360 shares; 2025Q4: 806 shares 806 $182K 0.01% +446 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 262 shares; 2024Q3: 394 shares; 2024Q4: 470 shares; 2025Q1: 904 shares; 2025Q2: 470 shares; 2025Q3: 1,073 shares; 2025Q4: 800 shares 800 $182K 0.01% -273 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 11,825 shares; 2025Q4: 13,725 shares 13,725 $181K 0.01% +1,900 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,857 shares; 2024Q3: 6,805 shares; 2024Q4: 6,805 shares; 2025Q1: 6,580 shares; 2025Q2: 6,805 shares; 2025Q3: 6,447 shares; 2025Q4: 6,093 shares 6,093 $181K 0.01% -354 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,121 shares; 2025Q4: 5,121 shares 5,121 $181K 0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 163 shares; 2024Q3: 408 shares; 2024Q4: 609 shares; 2025Q1: 616 shares; 2025Q2: 609 shares; 2025Q3: 719 shares; 2025Q4: 705 shares 705 $181K 0.01% -14 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,022 shares; 2024Q3: 2,022 shares; 2024Q4: 2,018 shares; 2025Q1: 4,049 shares; 2025Q2: 2,018 shares; 2025Q3: 4,000 shares; 2025Q4: 2,059 shares 2,059 $179K 0.01% -1,941 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,803 shares; 2024Q3: 4,803 shares; 2024Q4: 4,803 shares; 2025Q1: 4,128 shares; 2025Q2: 4,803 shares; 2025Q3: 4,128 shares; 2025Q4: 4,128 shares 4,128 $179K 0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,926 shares; 2024Q3: 13,135 shares; 2024Q4: 13,343 shares; 2025Q1: 13,563 shares; 2025Q2: 13,417 shares; 2025Q3: 15,069 shares; 2025Q4: 15,379 shares 15,379 $179K 0.01% +310 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,612 shares; 2024Q3: 3,363 shares; 2024Q4: 3,363 shares; 2025Q1: 3,149 shares; 2025Q2: 3,363 shares; 2025Q3: 3,106 shares; 2025Q4: 3,106 shares 3,106 $179K 0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 28,766 shares; 2024Q3: 29,671 shares; 2024Q4: 29,147 shares; 2025Q1: 27,910 shares; 2025Q2: 29,147 shares; 2025Q3: 27,795 shares; 2025Q4: 10,348 shares 10,348 $179K 0.01% -17,447 Timeline SDS PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,600 shares 2,600 $178K 0.01% new Timeline XBAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,520 shares; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 5,180 shares; 2025Q2: 6,500 shares; 2025Q3: 5,246 shares; 2025Q4: 4,596 shares 4,596 $178K 0.01% -650 Timeline BRHY BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,453 shares; 2025Q4: 3,411 shares 3,411 $175K 0.01% -42 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,940 shares; 2024Q3: 7,014 shares; 2024Q4: 7,111 shares; 2025Q1: 7,160 shares; 2025Q2: 7,111 shares; 2025Q3: 7,311 shares; 2025Q4: 7,410 shares 7,410 $175K 0.01% +99 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,670 shares; 2025Q4: 3,589 shares 3,589 $175K 0.01% -81 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,407 shares; 2024Q3: 8,503 shares; 2024Q4: 7,681 shares; 2025Q1: 7,806 shares; 2025Q2: 7,681 shares; 2025Q3: 4,320 shares; 2025Q4: 2,670 shares 2,670 $174K 0.01% -1,650 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,323 shares; 2024Q3: 1,332 shares; 2024Q4: 1,340 shares; 2025Q1: 1,348 shares; 2025Q2: 1,340 shares; 2025Q3: 1,365 shares; 2025Q4: 1,374 shares 1,374 $174K 0.01% +9 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 80 shares; 2024Q3: 93 shares; 2024Q4: 103 shares; 2025Q1: 121 shares; 2025Q2: 103 shares; 2025Q3: 977 shares; 2025Q4: 1,127 shares 1,127 $173K 0.01% +150 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,646 shares; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 2,180 shares 2,180 $172K 0.01% +2,149 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 738 shares; 2024Q3: 625 shares; 2024Q4: 627 shares; 2025Q1: 628 shares; 2025Q2: 627 shares; 2025Q3: 2,975 shares; 2025Q4: 2,990 shares 2,990 $170K 0.01% +15 Timeline TMB THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,609 shares; 2025Q4: 6,621 shares 6,621 $169K 0.01% +12 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,361 shares; 2024Q3: 2,361 shares; 2024Q4: 2,116 shares; 2025Q1: 2,116 shares; 2025Q2: 2,116 shares; 2025Q3: 2,175 shares; 2025Q4: 2,138 shares 2,138 $169K 0.01% -37 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,024 shares; 2024Q3: 2,024 shares; 2024Q4: 2,497 shares; 2025Q1: 2,997 shares; 2025Q2: 2,497 shares; 2025Q3: 2,997 shares; 2025Q4: 3,429 shares 3,429 $168K 0.01% +432 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,334 shares; 2024Q3: 1,334 shares; 2024Q4: 1,334 shares; 2025Q1: 1,334 shares; 2025Q2: 1,334 shares; 2025Q3: 1,374 shares; 2025Q4: 1,344 shares 1,344 $168K 0.01% -30 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 838 shares; 2024Q3: 709 shares; 2024Q4: 637 shares; 2025Q1: 536 shares; 2025Q2: 637 shares; 2025Q3: 526 shares; 2025Q4: 536 shares 536 $168K 0.01% +10 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,690 shares; 2024Q3: 1,537 shares; 2024Q4: 11,089 shares; 2025Q1: 2,116 shares; 2025Q2: 11,089 shares; 2025Q3: 1,988 shares; 2025Q4: 1,989 shares 1,989 $167K 0.01% +1 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,500 shares; 2024Q3: 1,511 shares; 2024Q4: 1,860 shares; 2025Q1: 2,325 shares; 2025Q2: 1,863 shares; 2025Q3: 5,185 shares; 2025Q4: 3,630 shares 3,630 $167K 0.01% -1,555 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 382 shares; 2024Q3: 388 shares; 2024Q4: 374 shares; 2025Q1: 373 shares; 2025Q2: 374 shares; 2025Q3: 367 shares; 2025Q4: 374 shares 374 $166K 0.01% +7 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,411 shares; 2024Q4: 1,402 shares; 2025Q1: 1,205 shares; 2025Q2: 1,402 shares; 2025Q3: 1,017 shares; 2025Q4: 1,035 shares 1,035 $165K 0.01% +18 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,183 shares; 2025Q4: 4,265 shares 4,265 $165K 0.01% -1,918 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; 2024Q1: restricted; 2024Q2: 1,924 shares; 2024Q3: 1,924 shares; 2024Q4: 1,924 shares; 2025Q1: 11,019 shares; 2025Q2: 1,924 shares; 2025Q3: 3,495 shares; 2025Q4: 3,238 shares 3,238 $164K 0.01% -257 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,197 shares; 2025Q4: 8,097 shares 8,097 $161K 0.01% -100 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 2,067 shares; 2025Q2: 25 shares; 2025Q3: 1,882 shares; 2025Q4: 1,896 shares 1,896 $161K 0.01% +14 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 7,200 shares; 2025Q2: 2,000 shares; 2025Q3: 7,512 shares; 2025Q4: 7,676 shares 7,676 $160K 0.01% +164 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $157K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,774 shares; 2024Q3: 2,882 shares; 2024Q4: 2,208 shares; 2025Q1: 2,469 shares; 2025Q2: 2,208 shares; 2025Q3: 5,048 shares; 2025Q4: 3,166 shares 3,166 $156K 0.01% -1,882 Timeline GRRR GORILLA TECHNOLOGY GROUP INC More: the full row for GORILLA TECHNOLOGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,850 shares; 2025Q4: 14,215 shares 14,215 $155K 0.01% +9,365 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,717 shares; 2025Q3: 2,840 shares; 2025Q4: 2,211 shares 2,211 $154K 0.01% -629 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 417 shares; 2024Q3: 464 shares; 2024Q4: 439 shares; 2025Q1: 164 shares; 2025Q2: 439 shares; 2025Q3: 379 shares; 2025Q4: 360 shares 360 $154K 0.01% -19 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,003 shares; 2025Q4: 8,005 shares 8,005 $154K 0.01% +2 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,354 shares; 2024Q3: 1,372 shares; 2024Q4: 788 shares; 2025Q1: 667 shares; 2025Q2: 788 shares; 2025Q3: 650 shares; 2025Q4: 666 shares 666 $153K 0.01% +16 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,711 shares; 2024Q3: 1,739 shares; 2024Q4: 1,712 shares; 2025Q1: 1,712 shares; 2025Q2: 1,712 shares; 2025Q3: 1,713 shares; 2025Q4: 1,746 shares 1,746 $152K 0.01% +33 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,772 shares; 2024Q3: 1,778 shares; 2024Q4: 1,692 shares; 2025Q1: 1,332 shares; 2025Q2: 1,692 shares; 2025Q3: 1,809 shares; 2025Q4: 1,752 shares 1,752 $151K 0.01% -57 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares 5,200 $150K 0.01% 0 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,595 shares; 2024Q3: 5,925 shares; 2024Q4: 6,275 shares; 2025Q1: 6,600 shares; 2025Q2: 6,275 shares; 2025Q3: 3,820 shares; 2025Q4: 3,020 shares 3,020 $150K 0.01% -800 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,700 shares; 2024Q3: 785 shares; 2024Q4: 526 shares; 2025Q1: 492 shares; 2025Q2: 526 shares; 2025Q3: 456 shares; 2025Q4: 351 shares 351 $148K 0.01% -105 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 399 shares; 2024Q3: 501 shares; 2024Q4: 359 shares; 2025Q1: 267 shares; 2025Q2: 359 shares; 2025Q3: 368 shares; 2025Q4: 419 shares 419 $147K 0.01% +51 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 379 shares; 2024Q3: 590 shares; 2024Q4: 864 shares; 2025Q1: 928 shares; 2025Q2: 864 shares; 2025Q3: not reported; 2025Q4: 398 shares 398 $147K 0.01% new Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 415 shares; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 4,608 shares; 2025Q4: 4,608 shares 4,608 $147K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 51 shares; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 1,390 shares; 2025Q2: 51 shares; 2025Q3: 1,380 shares; 2025Q4: 1,389 shares 1,389 $146K 0.01% +9 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,624 shares; 2024Q3: 8,624 shares; 2024Q4: 8,224 shares; 2025Q1: 11,224 shares; 2025Q2: 8,224 shares; 2025Q3: 15,654 shares; 2025Q4: 15,729 shares 15,729 $146K 0.01% +75 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,705 shares; 2024Q3: 3,783 shares; 2024Q4: 3,891 shares; 2025Q1: 3,220 shares; 2025Q2: 3,891 shares; 2025Q3: 2,755 shares; 2025Q4: 2,763 shares 2,763 $146K 0.01% +8 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 516 shares; 2024Q3: 694 shares; 2024Q4: 695 shares; 2025Q1: 394 shares; 2025Q2: 695 shares; 2025Q3: 372 shares; 2025Q4: 372 shares 372 $145K 0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,005 shares; 2024Q3: 8,554 shares; 2024Q4: 1,483 shares; 2025Q1: 1,170 shares; 2025Q2: 1,483 shares; 2025Q3: 1,832 shares; 2025Q4: 1,832 shares 1,832 $144K 0.01% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,513 shares; 2024Q3: 9,525 shares; 2024Q4: 8,103 shares; 2025Q1: 1,022 shares; 2025Q2: 8,103 shares; 2025Q3: 1,592 shares; 2025Q4: 1,563 shares 1,563 $144K 0.01% -29 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 408 shares; 2024Q3: 412 shares; 2024Q4: 445 shares; 2025Q1: 408 shares; 2025Q2: 445 shares; 2025Q3: 369 shares; 2025Q4: 359 shares 359 $144K 0.01% -10 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,589 shares; 2024Q3: 2,617 shares; 2024Q4: 2,582 shares; 2025Q1: 2,520 shares; 2025Q2: 2,582 shares; 2025Q3: 1,470 shares; 2025Q4: 1,470 shares 1,470 $143K 0.01% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,534 shares; 2024Q3: 1,537 shares; 2024Q4: 1,539 shares; 2025Q1: 1,544 shares; 2025Q2: 1,539 shares; 2025Q3: 1,551 shares; 2025Q4: 1,556 shares 1,556 $142K 0.01% +5 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,642 shares; 2024Q3: 13,926 shares; 2024Q4: 14,158 shares; 2025Q1: 2,024 shares; 2025Q2: 14,158 shares; 2025Q3: 2,210 shares; 2025Q4: 1,679 shares 1,679 $142K 0.01% -531 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,353 shares; 2024Q3: 1,353 shares; 2024Q4: 1,353 shares; 2025Q1: 1,353 shares; 2025Q2: 1,353 shares; 2025Q3: 1,253 shares; 2025Q4: 1,254 shares 1,254 $142K 0.01% +1 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,540 shares; 2024Q3: 13,758 shares; 2024Q4: 12,438 shares; 2025Q1: 11,077 shares; 2025Q2: 12,438 shares; 2025Q3: 8,586 shares; 2025Q4: 5,216 shares 5,216 $141K 0.01% -3,370 Timeline TSMY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,150 shares; 2025Q4: 9,079 shares 9,079 $141K 0.01% +5,929 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,234 shares; 2024Q3: 1,131 shares; 2024Q4: 1,131 shares; 2025Q1: 3,277 shares; 2025Q2: 1,131 shares; 2025Q3: 2,249 shares; 2025Q4: 2,249 shares 2,249 $141K 0.01% 0 Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,450 shares; 2024Q3: 1,450 shares; 2024Q4: 1,540 shares; 2025Q1: 1,540 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares; 2025Q4: 1,667 shares 1,667 $140K 0.01% +127 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,081 shares; 2024Q3: 5,827 shares; 2024Q4: 5,827 shares; 2025Q1: 3,707 shares; 2025Q2: 5,827 shares; 2025Q3: 3,066 shares; 2025Q4: 3,016 shares 3,016 $140K 0.01% -50 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 29 shares; 2024Q3: 44 shares; 2024Q4: 294 shares; 2025Q1: 44 shares; 2025Q2: 294 shares; 2025Q3: 859 shares; 2025Q4: 2,075 shares 2,075 $139K 0.01% +1,216 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,063 shares; 2024Q3: 7,651 shares; 2024Q4: 6,525 shares; 2025Q1: 6,100 shares; 2025Q2: 6,525 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares 6,100 $138K 0.01% 0 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,966 shares; 2025Q4: 2,925 shares 2,925 $138K 0.01% -41 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 118 shares; 2024Q3: 118 shares; 2024Q4: 3,165 shares; 2025Q1: 2,592 shares; 2025Q2: 3,165 shares; 2025Q3: 3,011 shares; 2025Q4: 3,012 shares 3,012 $137K 0.01% +1 Timeline SQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $137K 0.01% new Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,550 shares; 2025Q1: 2,842 shares; 2025Q2: 1,555 shares; 2025Q3: 3,568 shares; 2025Q4: 3,572 shares 3,572 $137K 0.01% +4 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,308 shares; 2024Q3: 6,246 shares; 2024Q4: 6,126 shares; 2025Q1: 11,464 shares; 2025Q2: 6,126 shares; 2025Q3: 2,046 shares; 2025Q4: 2,047 shares 2,047 $137K 0.01% +1 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,195 shares; 2025Q2: not reported; 2025Q3: 4,195 shares; 2025Q4: 4,195 shares 4,195 $136K 0.01% 0 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,727 shares; 2024Q3: 2,727 shares; 2024Q4: 3,354 shares; 2025Q1: 3,354 shares; 2025Q2: 3,354 shares; 2025Q3: 2,671 shares; 2025Q4: 2,671 shares 2,671 $135K 0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,976 shares; 2024Q3: 4,848 shares; 2024Q4: 5,333 shares; 2025Q1: 5,365 shares; 2025Q2: 5,333 shares; 2025Q3: 2,992 shares; 2025Q4: 1,608 shares 1,608 $135K 0.01% -1,384 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,213 shares; 2024Q3: 1,414 shares; 2024Q4: 1,155 shares; 2025Q1: 1,140 shares; 2025Q2: 1,155 shares; 2025Q3: 1,061 shares; 2025Q4: 1,411 shares 1,411 $135K 0.01% +350 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 83 shares; 2024Q3: 151 shares; 2024Q4: 161 shares; 2025Q1: 186 shares; 2025Q2: 161 shares; 2025Q3: 432 shares; 2025Q4: 443 shares 443 $134K 0.01% +11 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 4,112 shares; 2025Q4: 5,007 shares 5,007 $134K 0.01% +895 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 61,720 shares; 2024Q3: 62,968 shares; 2024Q4: 63,956 shares; 2025Q1: 68,696 shares; 2025Q2: 63,956 shares; 2025Q3: 63,922 shares; 2025Q4: 61,095 shares 61,095 $133K 0.01% -2,827 Timeline QMFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,960 shares; 2025Q2: not reported; 2025Q3: 6,460 shares; 2025Q4: 5,960 shares 5,960 $133K 0.01% -500 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,723 shares; 2024Q3: 10,141 shares; 2024Q4: 9,654 shares; 2025Q1: 9,389 shares; 2025Q2: 9,654 shares; 2025Q3: 6,520 shares; 2025Q4: 6,538 shares 6,538 $133K 0.01% +18 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 706 shares; 2025Q2: 86 shares; 2025Q3: 1,377 shares; 2025Q4: 1,202 shares 1,202 $132K 0.01% -175 Timeline SAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,600 shares; 2024Q3: 3,940 shares; 2024Q4: 4,285 shares; 2025Q1: 4,140 shares; 2025Q2: 4,285 shares; 2025Q3: 4,140 shares; 2025Q4: 5,165 shares 5,165 $132K 0.01% +1,025 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 982 shares; 2024Q3: 924 shares; 2024Q4: 813 shares; 2025Q1: 1,013 shares; 2025Q2: 813 shares; 2025Q3: 769 shares; 2025Q4: 514 shares 514 $132K 0.01% -255 Timeline BUR BURFORD CAPITAL LIMITED More: the full row for BURFORD CAPITAL LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,300 shares; 2024Q4: 9,000 shares; 2025Q1: 14,500 shares; 2025Q2: 9,800 shares; 2025Q3: 15,250 shares; 2025Q4: 14,750 shares 14,750 $132K 0.01% -500 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11 shares; 2024Q3: 11 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 338 shares; 2025Q4: 345 shares 345 $131K 0.01% +7 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 78,303 shares; 2024Q3: 61,512 shares; 2024Q4: 42,606 shares; 2025Q1: 13,413 shares; 2025Q2: 42,765 shares; 2025Q3: 13,663 shares; 2025Q4: 13,736 shares 13,736 $131K 0.01% +73 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,365 shares; 2024Q3: 2,365 shares; 2024Q4: 2,365 shares; 2025Q1: 2,776 shares; 2025Q2: 2,365 shares; 2025Q3: 2,776 shares; 2025Q4: 2,776 shares 2,776 $130K 0.01% 0 Timeline MTA METALLA RTY & STREAMING LTD More: the full row for METALLA RTY & STREAMING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 16,700 shares; 2024Q3: 16,700 shares; 2024Q4: 16,700 shares; 2025Q1: 16,700 shares; 2025Q2: 16,700 shares; 2025Q3: 16,700 shares; 2025Q4: 16,700 shares 16,700 $130K 0.01% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,039 shares 1,039 $129K 0.01% +39 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11 shares; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 261 shares; 2025Q2: 11 shares; 2025Q3: 565 shares; 2025Q4: 756 shares 756 $129K 0.01% +191 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 173 shares; 2024Q3: 216 shares; 2024Q4: 174 shares; 2025Q1: 222 shares; 2025Q2: 174 shares; 2025Q3: 488 shares; 2025Q4: 466 shares 466 $128K 0.01% -22 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,230 shares; 2024Q3: 3,455 shares; 2024Q4: 3,542 shares; 2025Q1: 2,800 shares; 2025Q2: 3,542 shares; 2025Q3: 3,572 shares; 2025Q4: 2,643 shares 2,643 $127K 0.01% -929 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; 2024Q1: restricted; 2024Q2: 349 shares; 2024Q3: 549 shares; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 549 shares; 2025Q3: 2,665 shares; 2025Q4: 2,665 shares 2,665 $127K 0.01% 0 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 2,256 shares 2,256 $126K 0.01% +756 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,600 shares; 2025Q4: 4,601 shares 4,601 $125K 0.01% +1,001 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,415 shares; 2025Q4: 6,448 shares 6,448 $125K 0.01% +33 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,188 shares; 2024Q3: 8,240 shares; 2024Q4: 5,096 shares; 2025Q1: 5,132 shares; 2025Q2: 5,096 shares; 2025Q3: 5,213 shares; 2025Q4: 5,260 shares 5,260 $125K 0.01% +47 Timeline GRIN VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,502 shares; 2025Q4: 4,505 shares 4,505 $124K 0.01% +3 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; 2024Q1: restricted; 2024Q2: 550 shares; 2024Q3: 550 shares; 2024Q4: 1,177 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 550 shares; 2025Q4: 5,029 shares 5,029 $124K 0.01% +4,479 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 891 shares; 2025Q2: not reported; 2025Q3: 1,425 shares; 2025Q4: 1,408 shares 1,408 $123K 0.01% -17 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,752 shares; 2025Q1: 4,800 shares; 2025Q2: 5,752 shares; 2025Q3: 4,142 shares; 2025Q4: 3,619 shares 3,619 $122K 0.01% -523 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,900 shares; 2025Q4: 6,300 shares 6,300 $122K 0.01% +400 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,022 shares; 2024Q3: 7,973 shares; 2024Q4: 7,973 shares; 2025Q1: 6,760 shares; 2025Q2: 7,973 shares; 2025Q3: 10,204 shares; 2025Q4: 7,542 shares 7,542 $121K 0.01% -2,662 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,978 shares; 2024Q3: 6,994 shares; 2024Q4: 6,900 shares; 2025Q1: 6,918 shares; 2025Q2: 6,900 shares; 2025Q3: 6,963 shares; 2025Q4: 6,985 shares 6,985 $121K 0.01% +22 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,600 shares; 2024Q3: 2,400 shares; 2024Q4: 2,478 shares; 2025Q1: 3,942 shares; 2025Q2: 2,478 shares; 2025Q3: 7,302 shares; 2025Q4: 6,762 shares 6,762 $120K 0.01% -540 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,495 shares; 2024Q3: 7,895 shares; 2024Q4: 3,866 shares; 2025Q1: 3,357 shares; 2025Q2: 3,866 shares; 2025Q3: 2,732 shares; 2025Q4: 2,732 shares 2,732 $119K 0.01% 0 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,962 shares; 2024Q3: 1,990 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 704 shares; 2025Q4: 2,050 shares 2,050 $119K 0.01% +1,346 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,445 shares; 2024Q3: 1,434 shares; 2024Q4: 1,595 shares; 2025Q1: 1,714 shares; 2025Q2: 1,595 shares; 2025Q3: 2,626 shares; 2025Q4: 2,608 shares 2,608 $119K 0.01% -18 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 344 shares; 2024Q3: 312 shares; 2024Q4: 448 shares; 2025Q1: 420 shares; 2025Q2: 448 shares; 2025Q3: 399 shares; 2025Q4: 448 shares 448 $118K 0.01% +49 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,890 shares; 2024Q3: 1,946 shares; 2024Q4: 1,959 shares; 2025Q1: 2,123 shares; 2025Q2: 1,960 shares; 2025Q3: 723 shares; 2025Q4: 724 shares 724 $117K 0.01% +1 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 577 shares; 2024Q3: 964 shares; 2024Q4: 1,720 shares; 2025Q1: 1,767 shares; 2025Q2: 1,647 shares; 2025Q3: 1,430 shares; 2025Q4: 1,736 shares 1,736 $117K 0.01% +306 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,370 shares; 2025Q4: 1,370 shares 1,370 $115K 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 124 shares; 2024Q3: 116 shares; 2024Q4: 34 shares; 2025Q1: 21 shares; 2025Q2: 34 shares; 2025Q3: 18 shares; 2025Q4: 243 shares 243 $114K 0.01% +225 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 300 shares; 2024Q3: 1,129 shares; 2024Q4: 1,129 shares; 2025Q1: 2,010 shares; 2025Q2: 1,129 shares; 2025Q3: 1,883 shares; 2025Q4: 1,883 shares 1,883 $114K 0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,894 shares; 2024Q3: 1,979 shares; 2024Q4: 1,941 shares; 2025Q1: 1,829 shares; 2025Q2: 1,941 shares; 2025Q3: 1,087 shares; 2025Q4: 1,068 shares 1,068 $114K 0.01% -19 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,487 shares; 2024Q3: 3,122 shares; 2024Q4: 2,879 shares; 2025Q1: 2,832 shares; 2025Q2: 2,879 shares; 2025Q3: 2,494 shares; 2025Q4: 2,409 shares 2,409 $114K 0.01% -85 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,100 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $113K 0.01% 0 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 360 shares; 2025Q1: not reported; 2025Q2: 360 shares; 2025Q3: 140 shares; 2025Q4: 1,501 shares 1,501 $113K 0.01% +1,361 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; 2024Q1: restricted; 2024Q2: 108 shares; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 100 shares; 2025Q2: 108 shares; 2025Q3: 1,205 shares; 2025Q4: 430 shares 430 $112K 0.01% -775 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,061 shares; 2024Q3: 1,061 shares; 2024Q4: 1,061 shares; 2025Q1: 1,061 shares; 2025Q2: 1,061 shares; 2025Q3: 1,059 shares; 2025Q4: 1,059 shares 1,059 $112K 0.01% 0 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,674 shares; 2024Q3: 1,684 shares; 2024Q4: 1,775 shares; 2025Q1: 1,701 shares; 2025Q2: 1,775 shares; 2025Q3: 1,718 shares; 2025Q4: 1,324 shares 1,324 $112K 0.01% -394 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,731 shares; 2024Q3: 3,238 shares; 2024Q4: 2,882 shares; 2025Q1: 2,137 shares; 2025Q2: 2,882 shares; 2025Q3: 1,354 shares; 2025Q4: 1,406 shares 1,406 $111K 0.01% +52 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,267 shares; 2024Q3: 2,288 shares; 2024Q4: 1,846 shares; 2025Q1: 2,184 shares; 2025Q2: 1,846 shares; 2025Q3: 921 shares; 2025Q4: 1,033 shares 1,033 $111K 0.01% +112 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,149 shares; 2024Q3: 1,626 shares; 2024Q4: 1,172 shares; 2025Q1: 492 shares; 2025Q2: 1,172 shares; 2025Q3: 492 shares; 2025Q4: 871 shares 871 $110K 0.01% +379 Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,598 shares; 2025Q1: 1,598 shares; 2025Q2: 1,598 shares; 2025Q3: 1,017 shares; 2025Q4: 1,017 shares 1,017 $110K 0.01% 0 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,176 shares; 2024Q3: 3,186 shares; 2024Q4: 2,061 shares; 2025Q1: 2,061 shares; 2025Q2: 2,061 shares; 2025Q3: 2,555 shares; 2025Q4: 2,056 shares 2,056 $110K 0.01% -499 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,276 shares; 2024Q3: 2,276 shares; 2024Q4: 351 shares; 2025Q1: 242 shares; 2025Q2: 351 shares; 2025Q3: 247 shares; 2025Q4: 192 shares 192 $109K 0.01% -55 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 831 shares; 2025Q2: not reported; 2025Q3: 874 shares; 2025Q4: 865 shares 865 $109K 0.01% -9 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,027 shares; 2024Q3: 2,183 shares; 2024Q4: 1,771 shares; 2025Q1: 1,778 shares; 2025Q2: 1,773 shares; 2025Q3: 5,905 shares; 2025Q4: 5,979 shares 5,979 $109K 0.01% +74 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,671 shares; 2024Q3: 4,907 shares; 2024Q4: 2,839 shares; 2025Q1: 2,842 shares; 2025Q2: 2,839 shares; 2025Q3: 4,389 shares; 2025Q4: 4,427 shares 4,427 $108K 0.01% +38 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,689 shares; 2024Q3: 2,690 shares; 2024Q4: 2,395 shares; 2025Q1: 1,664 shares; 2025Q2: 2,395 shares; 2025Q3: 1,716 shares; 2025Q4: 1,717 shares 1,717 $108K 0.01% +1 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,607 shares; 2024Q3: 6,311 shares; 2024Q4: 6,409 shares; 2025Q1: 660 shares; 2025Q2: 6,410 shares; 2025Q3: 669 shares; 2025Q4: 669 shares 669 $108K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,816 shares; 2024Q3: 2,463 shares; 2024Q4: 572 shares; 2025Q1: 621 shares; 2025Q2: 572 shares; 2025Q3: 1,443 shares; 2025Q4: 1,027 shares 1,027 $108K 0.01% -416 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,002 shares; 2024Q3: 1,002 shares; 2024Q4: 1,002 shares; 2025Q1: 643 shares; 2025Q2: 1,002 shares; 2025Q3: 638 shares; 2025Q4: 638 shares 638 $107K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 655 shares; 2024Q3: 655 shares; 2024Q4: 213 shares; 2025Q1: 215 shares; 2025Q2: 213 shares; 2025Q3: 275 shares; 2025Q4: 275 shares 275 $107K 0.01% 0 Timeline XHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,305 shares; 2024Q3: 1,305 shares; 2024Q4: 1,466 shares; 2025Q1: 1,466 shares; 2025Q2: 1,466 shares; 2025Q3: 1,467 shares; 2025Q4: 1,212 shares 1,212 $107K 0.01% -255 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 367 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares 4,600 $107K 0.01% 0 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,180 shares; 2024Q3: 995 shares; 2024Q4: 1,019 shares; 2025Q1: 1,019 shares; 2025Q2: 1,019 shares; 2025Q3: 735 shares; 2025Q4: 737 shares 737 $106K 0.01% +2 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,790 shares; 2025Q4: 1,790 shares 1,790 $106K 0.01% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,600 shares; 2024Q3: 1,600 shares; 2024Q4: 1,715 shares; 2025Q1: 2,115 shares; 2025Q2: 1,715 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares 1,950 $106K 0.01% 0 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,507 shares; 2024Q3: 5,612 shares; 2024Q4: 2,040 shares; 2025Q1: 1,140 shares; 2025Q2: 2,040 shares; 2025Q3: 740 shares; 2025Q4: 3,022 shares 3,022 $105K 0.01% +2,282 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 150 shares; 2024Q3: 166 shares; 2024Q4: 123 shares; 2025Q1: 142 shares; 2025Q2: 123 shares; 2025Q3: 185 shares; 2025Q4: 181 shares 181 $104K 0.01% -4 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 83 shares; 2024Q4: 1,392 shares; 2025Q1: 1,123 shares; 2025Q2: 1,392 shares; 2025Q3: 1,491 shares; 2025Q4: 1,492 shares 1,492 $104K 0.01% +1 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,449 shares; 2024Q3: 16,023 shares; 2024Q4: 16,226 shares; 2025Q1: 21,143 shares; 2025Q2: 16,226 shares; 2025Q3: 18,580 shares; 2025Q4: 11,988 shares 11,988 $103K 0.01% -6,592 Timeline RSSE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares 4,800 $103K 0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 540 shares; 2024Q3: 540 shares; 2024Q4: 542 shares; 2025Q1: 410 shares; 2025Q2: 542 shares; 2025Q3: 2,271 shares; 2025Q4: 2,304 shares 2,304 $102K 0.01% +33 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,151 shares; 2025Q4: 1,421 shares 1,421 $102K 0.01% -13,730 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,571 shares; 2024Q3: 1,573 shares; 2024Q4: 1,544 shares; 2025Q1: 1,546 shares; 2025Q2: 1,544 shares; 2025Q3: 1,466 shares; 2025Q4: 1,555 shares 1,555 $101K 0.01% +89 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; 2024Q1: restricted; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 3,863 shares; 2025Q2: 500 shares; 2025Q3: 3,863 shares; 2025Q4: 3,863 shares 3,863 $101K 0.01% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,055 shares; 2024Q3: 2,450 shares; 2024Q4: 2,554 shares; 2025Q1: 2,584 shares; 2025Q2: 2,554 shares; 2025Q3: 2,115 shares; 2025Q4: 2,117 shares 2,117 $101K 0.01% +2 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,718 shares; 2024Q3: 1,719 shares; 2024Q4: 1,720 shares; 2025Q1: 1,721 shares; 2025Q2: 1,720 shares; 2025Q3: 1,274 shares; 2025Q4: 1,275 shares 1,275 $101K 0.01% +1 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,535 shares 1,535 $100K 0.01% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,496 shares; 2024Q3: 1,499 shares; 2024Q4: 1,922 shares; 2025Q1: 2,302 shares; 2025Q2: 1,922 shares; 2025Q3: 2,303 shares; 2025Q4: 2,304 shares 2,304 $99.6K 0.01% +1 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,300 shares; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 2,127 shares; 2025Q2: 1,300 shares; 2025Q3: 3,682 shares; 2025Q4: 3,682 shares 3,682 $99.5K 0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 440 shares; 2024Q3: 441 shares; 2024Q4: 977 shares; 2025Q1: 250 shares; 2025Q2: 977 shares; 2025Q3: 411 shares; 2025Q4: 386 shares 386 $99.4K 0.01% -25 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,102 shares; 2025Q4: 1,851 shares 1,851 $99.2K 0.01% -251 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,585 shares; 2025Q1: 1,283 shares; 2025Q2: 1,585 shares; 2025Q3: 1,428 shares; 2025Q4: 1,031 shares 1,031 $98.3K 0.01% -397 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,100 shares; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares 2,100 $98.2K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 301 shares; 2024Q3: 321 shares; 2024Q4: 321 shares; 2025Q1: 337 shares; 2025Q2: 322 shares; 2025Q3: 340 shares; 2025Q4: 316 shares 316 $97.9K 0.01% -24 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,137 shares; 2024Q3: 2,137 shares; 2024Q4: 2,137 shares; 2025Q1: 2,137 shares; 2025Q2: 2,137 shares; 2025Q3: 1,887 shares; 2025Q4: 1,887 shares 1,887 $97.9K 0.01% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,818 shares; 2024Q3: 2,750 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $97.8K 0.01% 0 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 50,745 shares; 2024Q3: 49,245 shares; 2024Q4: 48,645 shares; 2025Q1: 2,080 shares; 2025Q2: 48,645 shares; 2025Q3: 2,080 shares; 2025Q4: 2,037 shares 2,037 $97.7K 0.01% -43 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 700 shares; 2024Q3: 701 shares; 2024Q4: 1,335 shares; 2025Q1: 1,293 shares; 2025Q2: 1,335 shares; 2025Q3: 2,042 shares; 2025Q4: 2,042 shares 2,042 $97.6K 0.01% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,087 shares; 2025Q4: 7,251 shares 7,251 $97.2K 0.01% -836 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,267 shares; 2024Q3: 2,266 shares; 2024Q4: 2,230 shares; 2025Q1: 2,227 shares; 2025Q2: 2,230 shares; 2025Q3: 2,188 shares; 2025Q4: 2,278 shares 2,278 $96.7K 0.01% +90 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 236 shares; 2024Q3: 236 shares; 2024Q4: 1,443 shares; 2025Q1: 1,443 shares; 2025Q2: 1,443 shares; 2025Q3: 1,423 shares; 2025Q4: 1,207 shares 1,207 $96.4K 0.01% -216 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,122 shares; 2025Q4: 1,931 shares 1,931 $96.3K 0.01% -1,191 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 16,288 shares; 2024Q3: 8,057 shares; 2024Q4: 6,900 shares; 2025Q1: 5,720 shares; 2025Q2: 6,900 shares; 2025Q3: 3,981 shares; 2025Q4: 3,330 shares 3,330 $96K 0.01% -651 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,175 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101 shares; 2025Q4: 869 shares 869 $95.9K 0.01% +768 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,624 shares 1,624 $95.4K 0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,115 shares; 2024Q3: 1,120 shares; 2024Q4: 1,142 shares; 2025Q1: 1,146 shares; 2025Q2: 1,142 shares; 2025Q3: 560 shares; 2025Q4: 560 shares 560 $94.9K 0.01% 0 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,821 shares; 2025Q4: 9,491 shares 9,491 $94.8K 0.01% +5,670 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,956 shares; 2024Q3: 2,971 shares; 2024Q4: 2,956 shares; 2025Q1: 2,935 shares; 2025Q2: 2,956 shares; 2025Q3: 2,682 shares; 2025Q4: 2,747 shares 2,747 $94.7K 0.01% +65 Timeline ITDE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 121 shares; 2025Q1: 2,625 shares; 2025Q2: 121 shares; 2025Q3: 2,607 shares; 2025Q4: 2,613 shares 2,613 $94.6K 0.01% +6 Timeline AVMA AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,779 shares; 2024Q3: 1,779 shares; 2024Q4: 1,371 shares; 2025Q1: 1,371 shares; 2025Q2: 1,371 shares; 2025Q3: 1,387 shares; 2025Q4: 1,403 shares 1,403 $93K 0.01% +16 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; 2024Q1: restricted; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 1,437 shares; 2025Q1: 1,207 shares; 2025Q2: 1,437 shares; 2025Q3: 3,624 shares; 2025Q4: 3,624 shares 3,624 $92.9K 0.01% 0 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,021 shares; 2024Q3: 3,021 shares; 2024Q4: 3,015 shares; 2025Q1: 3,015 shares; 2025Q2: 3,015 shares; 2025Q3: 2,765 shares; 2025Q4: 2,765 shares 2,765 $92.6K 0.01% 0 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 698 shares; 2025Q4: 699 shares 699 $92.6K 0.01% +1 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; 2024Q1: restricted; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 0 shares; 2025Q2: 400 shares; 2025Q3: 800 shares; 2025Q4: 812 shares 812 $92.3K 0.01% +12 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares 1,363 $92.2K 0.01% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,023 shares; 2025Q2: not reported; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares 1,023 $92.1K 0.01% 0 Timeline ITDD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,385 shares; 2025Q2: not reported; 2025Q3: 2,254 shares; 2025Q4: 2,613 shares 2,613 $92K 0.01% +359 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 919 shares; 2024Q3: 748 shares; 2024Q4: 582 shares; 2025Q1: 517 shares; 2025Q2: 582 shares; 2025Q3: 1,238 shares; 2025Q4: 1,239 shares 1,239 $91.8K 0.01% +1 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,938 shares; 2024Q3: 8,594 shares; 2024Q4: 8,594 shares; 2025Q1: 8,594 shares; 2025Q2: 8,594 shares; 2025Q3: 4,430 shares; 2025Q4: 4,430 shares 4,430 $91.1K 0.01% 0 Timeline IBAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,125 shares; 2025Q1: 7,792 shares; 2025Q2: 8,125 shares; 2025Q3: 6,397 shares; 2025Q4: 3,165 shares 3,165 $90.8K 0.01% -3,232 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 953 shares; 2024Q3: 517 shares; 2024Q4: 828 shares; 2025Q1: 802 shares; 2025Q2: 828 shares; 2025Q3: 797 shares; 2025Q4: 798 shares 798 $90.8K 0.01% +1 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 943 shares; 2024Q3: 792 shares; 2024Q4: 688 shares; 2025Q1: 591 shares; 2025Q2: 688 shares; 2025Q3: 593 shares; 2025Q4: 579 shares 579 $90.7K 0.01% -14 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,276 shares; 2024Q3: 1,216 shares; 2024Q4: 856 shares; 2025Q1: 660 shares; 2025Q2: 856 shares; 2025Q3: 688 shares; 2025Q4: 685 shares 685 $89.4K 0.01% -3 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 320 shares; 2025Q2: not reported; 2025Q3: 237 shares; 2025Q4: 237 shares 237 $88.8K 0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 309 shares; 2025Q4: 309 shares 309 $88.2K 0.01% 0 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 26,063 shares; 2024Q3: 26,329 shares; 2024Q4: 22,568 shares; 2025Q1: 4,142 shares; 2025Q2: 22,568 shares; 2025Q3: 4,225 shares; 2025Q4: 3,146 shares 3,146 $85.9K 0.01% -1,079 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,445 shares; 2024Q3: 5,175 shares; 2024Q4: 4,690 shares; 2025Q1: 4,690 shares; 2025Q2: 4,690 shares; 2025Q3: 3,706 shares; 2025Q4: 3,723 shares 3,723 $85.6K 0.01% +17 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,054 shares; 2024Q3: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 1,054 shares; 2025Q4: 366 shares 366 $85.6K 0.01% -688 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,319 shares; 2024Q3: 3,328 shares; 2024Q4: 3,278 shares; 2025Q1: 3,078 shares; 2025Q2: 3,278 shares; 2025Q3: 3,078 shares; 2025Q4: 2,754 shares 2,754 $84.9K 0.01% -324 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 825 shares; 2025Q4: 3,423 shares 3,423 $84.8K 0.01% +2,598 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 23 shares; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 221 shares; 2025Q2: 35 shares; 2025Q3: 291 shares; 2025Q4: 291 shares 291 $84K 0.01% 0 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,991 shares; 2024Q3: 6,481 shares; 2024Q4: 2,895 shares; 2025Q1: 2,846 shares; 2025Q2: 2,895 shares; 2025Q3: 2,829 shares; 2025Q4: 2,829 shares 2,829 $83.9K 0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,368 shares; 2024Q3: 2,770 shares; 2024Q4: 5,770 shares; 2025Q1: 901 shares; 2025Q2: 5,770 shares; 2025Q3: 1,001 shares; 2025Q4: 943 shares 943 $83.8K 0.01% -58 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 237 shares; 2025Q4: 237 shares 237 $83.7K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 300 shares; 2024Q3: 317 shares; 2024Q4: 300 shares; 2025Q1: 304 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $83.7K 0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,377 shares; 2024Q3: 2,186 shares; 2024Q4: 2,196 shares; 2025Q1: 1,861 shares; 2025Q2: 2,196 shares; 2025Q3: 1,306 shares; 2025Q4: 915 shares 915 $83.7K 0.01% -391 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 16,300 shares; 2024Q3: 14,700 shares; 2024Q4: 14,700 shares; 2025Q1: 16,300 shares; 2025Q2: 14,700 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800 $83.6K 0.01% 0 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 122 shares; 2024Q4: 123 shares; 2025Q1: 121 shares; 2025Q2: 123 shares; 2025Q3: 2,766 shares; 2025Q4: 393 shares 393 $83.3K 0.01% -2,373 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,105 shares; 2024Q3: 2,095 shares; 2024Q4: 2,017 shares; 2025Q1: 2,022 shares; 2025Q2: 2,017 shares; 2025Q3: 1,767 shares; 2025Q4: 1,709 shares 1,709 $83.2K 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; 2024Q1: restricted; 2024Q2: 274 shares; 2024Q3: 274 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 574 shares; 2025Q4: 899 shares 899 $83K 0.01% +325 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 815 shares; 2024Q3: 816 shares; 2024Q4: 375 shares; 2025Q1: 313 shares; 2025Q2: 375 shares; 2025Q3: 321 shares; 2025Q4: 337 shares 337 $83K 0.01% +16 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares 800 $82.9K 0.01% new Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,300 shares; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $82K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 647 shares; 2024Q3: 648 shares; 2024Q4: 648 shares; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 689 shares; 2025Q4: 666 shares 666 $81.9K 0.01% -23 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,929 shares; 2024Q3: 1,850 shares; 2024Q4: 1,738 shares; 2025Q1: 9,240 shares; 2025Q2: 1,738 shares; 2025Q3: 910 shares; 2025Q4: 900 shares 900 $81.9K 0.01% -10 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 49 shares; 2024Q3: 49 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,195 shares; 2025Q4: 1,028 shares 1,028 $81.8K 0.01% -167 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; 2024Q1: restricted; 2024Q2: 202 shares; 2024Q3: 208 shares; 2024Q4: 157 shares; 2025Q1: 194 shares; 2025Q2: 157 shares; 2025Q3: 244 shares; 2025Q4: 229 shares 229 $81K 0.01% -15 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; 2024Q1: restricted; 2024Q2: 1,014 shares; 2024Q3: 1,014 shares; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares; 2025Q4: 1,014 shares 1,014 $80.2K 0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76 shares; 2025Q2: not reported; 2025Q3: 993 shares; 2025Q4: 993 shares 993 $79.7K 0.01% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,430 shares; 2024Q3: 1,430 shares; 2024Q4: 1,430 shares; 2025Q1: 1,727 shares; 2025Q2: 1,430 shares; 2025Q3: 1,727 shares; 2025Q4: 1,727 shares 1,727 $79.3K 0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 484 shares; 2024Q3: 484 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 484 shares; 2025Q3: 566 shares; 2025Q4: 546 shares 546 $79K 0.01% -20 Timeline XRMI GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,169 shares; 2025Q4: 4,417 shares 4,417 $78.9K 0.01% -752 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; 2024Q1: restricted; 2024Q2: 1,753 shares; 2024Q3: 1,753 shares; 2024Q4: 1,099 shares; 2025Q1: 1,419 shares; 2025Q2: 1,099 shares; 2025Q3: 2,239 shares; 2025Q4: 2,069 shares 2,069 $77.8K 0.01% -170 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,830 shares; 2024Q3: 3,113 shares; 2024Q4: 1,309 shares; 2025Q1: 1,284 shares; 2025Q2: 1,309 shares; 2025Q3: 1,284 shares; 2025Q4: 1,284 shares 1,284 $77.5K 0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: not reported; 2025Q3: 476 shares; 2025Q4: 478 shares 478 $76.7K 0.01% +2 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 29,071 shares; 2024Q3: 29,177 shares; 2024Q4: 25,084 shares; 2025Q1: 29,584 shares; 2025Q2: 25,084 shares; 2025Q3: 29,344 shares; 2025Q4: 29,344 shares 29,344 $76K 0.01% 0 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 485 shares; 2024Q3: 3,932 shares; 2024Q4: 7,445 shares; 2025Q1: 6,809 shares; 2025Q2: 7,445 shares; 2025Q3: 3,362 shares; 2025Q4: 3,415 shares 3,415 $75.9K 0.01% +53 Timeline ALBEMARLE CORP ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $74.2K <0.01% 0 IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112 shares; 2025Q4: 2,340 shares 2,340 $74K <0.01% +2,228 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,088 shares; 2024Q3: 1,081 shares; 2024Q4: 959 shares; 2025Q1: 104 shares; 2025Q2: 959 shares; 2025Q3: 138 shares; 2025Q4: 141 shares 141 $73.5K <0.01% +3 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 546 shares; 2024Q4: 548 shares; 2025Q1: 549 shares; 2025Q2: 548 shares; 2025Q3: 553 shares; 2025Q4: 555 shares 555 $73.2K <0.01% +2 Timeline NVGS NAVIGATOR HLDGS LTD More: the full row for NAVIGATOR HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,202 shares; 2025Q4: 4,219 shares 4,219 $73.1K <0.01% +17 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 320 shares; 2024Q3: 322 shares; 2024Q4: 495 shares; 2025Q1: 577 shares; 2025Q2: 495 shares; 2025Q3: 506 shares; 2025Q4: 508 shares 508 $72.9K <0.01% +2 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,298 shares; 2024Q3: 2,298 shares; 2024Q4: 2,298 shares; 2025Q1: 2,298 shares; 2025Q2: 2,298 shares; 2025Q3: 2,298 shares; 2025Q4: 2,298 shares 2,298 $72.8K <0.01% 0 Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,000 shares; 2024Q3: 4,609 shares; 2024Q4: 4,609 shares; 2025Q1: 2,609 shares; 2025Q2: 4,609 shares; 2025Q3: 2,609 shares; 2025Q4: 2,609 shares 2,609 $72.7K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 889 shares; 2024Q3: 889 shares; 2024Q4: 900 shares; 2025Q1: 158 shares; 2025Q2: 900 shares; 2025Q3: 510 shares; 2025Q4: 512 shares 512 $72.2K <0.01% +2 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; 2024Q1: restricted; 2024Q2: 29 shares; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 229 shares; 2025Q2: 29 shares; 2025Q3: 235 shares; 2025Q4: 235 shares 235 $72K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 651 shares; 2024Q3: 651 shares; 2024Q4: 648 shares; 2025Q1: 585 shares; 2025Q2: 648 shares; 2025Q3: 533 shares; 2025Q4: 521 shares 521 $71.8K <0.01% -12 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,276 shares; 2024Q3: 1,257 shares; 2024Q4: 1,164 shares; 2025Q1: 1,137 shares; 2025Q2: 1,164 shares; 2025Q3: 1,032 shares; 2025Q4: 1,033 shares 1,033 $71.7K <0.01% +1 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,166 shares; 2024Q3: 7,758 shares; 2024Q4: 7,851 shares; 2025Q1: 7,550 shares; 2025Q2: 7,851 shares; 2025Q3: 11,522 shares; 2025Q4: 5,559 shares 5,559 $71.6K <0.01% -5,963 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,702 shares; 2025Q1: not reported; 2025Q2: 3,702 shares; 2025Q3: 840 shares; 2025Q4: 840 shares 840 $71.3K <0.01% 0 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $70.8K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 477 shares; 2025Q2: not reported; 2025Q3: 733 shares; 2025Q4: 623 shares 623 $70.5K <0.01% -110 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 749 shares; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares; 2025Q2: 981 shares; 2025Q3: 981 shares; 2025Q4: 1,017 shares 1,017 $70.3K <0.01% +36 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 144 shares; 2024Q3: 161 shares; 2024Q4: 153 shares; 2025Q1: 156 shares; 2025Q2: 153 shares; 2025Q3: 111 shares; 2025Q4: 121 shares 121 $70.3K <0.01% +10 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 18 shares; 2025Q2: 2 shares; 2025Q3: 29 shares; 2025Q4: 123 shares 123 $69.9K <0.01% +94 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,594 shares; 2024Q3: 2,128 shares; 2024Q4: 1,697 shares; 2025Q1: 1,408 shares; 2025Q2: 1,697 shares; 2025Q3: 1,331 shares; 2025Q4: 632 shares 632 $69.7K <0.01% -699 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 45,687 shares; 2024Q3: 1,780 shares; 2024Q4: 1,485 shares; 2025Q1: 2,205 shares; 2025Q2: 1,485 shares; 2025Q3: 1,945 shares; 2025Q4: 1,765 shares 1,765 $69.7K <0.01% -180 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 293 shares; 2024Q3: 294 shares; 2024Q4: 295 shares; 2025Q1: 296 shares; 2025Q2: 295 shares; 2025Q3: 298 shares; 2025Q4: 899 shares 899 $69.6K <0.01% +601 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 646 shares; 2024Q3: 873 shares; 2024Q4: 819 shares; 2025Q1: 820 shares; 2025Q2: 819 shares; 2025Q3: 572 shares; 2025Q4: 1,021 shares 1,021 $69.5K <0.01% +449 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,140 shares; 2024Q3: 1,063 shares; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,467 shares; 2025Q4: 1,467 shares 1,467 $68.7K <0.01% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 832 shares; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 833 shares; 2025Q3: 611 shares; 2025Q4: 623 shares 623 $68.5K <0.01% +12 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 21,947 shares; 2024Q3: 22,123 shares; 2024Q4: 22,124 shares; 2025Q1: 21,968 shares; 2025Q2: 22,124 shares; 2025Q3: 21,471 shares; 2025Q4: 8,803 shares 8,803 $68.4K <0.01% -12,668 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,510 shares; 2024Q3: 2,310 shares; 2024Q4: 2,313 shares; 2025Q1: 650 shares; 2025Q2: 2,313 shares; 2025Q3: 651 shares; 2025Q4: 651 shares 651 $68.3K <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; 2024Q1: restricted; 2024Q2: 291 shares; 2024Q3: 295 shares; 2024Q4: 300 shares; 2025Q1: 302 shares; 2025Q2: 300 shares; 2025Q3: 1,211 shares; 2025Q4: 900 shares 900 $68.3K <0.01% -311 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 307 shares; 2024Q3: 293 shares; 2024Q4: 716 shares; 2025Q1: 692 shares; 2025Q2: 716 shares; 2025Q3: 454 shares; 2025Q4: 520 shares 520 $68.2K <0.01% +66 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 400 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 400 shares 400 $67.8K <0.01% -100 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: 1,384 shares; 2025Q2: not reported; 2025Q3: 1,396 shares; 2025Q4: 1,396 shares 1,396 $67.8K <0.01% 0 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,530 shares; 2024Q3: 3,515 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares 1,530 $67.8K <0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,341 shares; 2024Q3: 1,780 shares; 2024Q4: 1,408 shares; 2025Q1: 628 shares; 2025Q2: 1,408 shares; 2025Q3: 631 shares; 2025Q4: 706 shares 706 $67.2K <0.01% +75 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,900 shares; 2025Q4: 1,848 shares 1,848 $67K <0.01% -52 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 111 shares; 2024Q3: 111 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 222 shares; 2025Q4: 220 shares 220 $66.2K <0.01% -2 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,331 shares; 2025Q1: 2,331 shares; 2025Q2: 2,331 shares; 2025Q3: 2,868 shares; 2025Q4: 2,868 shares 2,868 $66.1K <0.01% 0 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares 1,550 $66K <0.01% 0 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,350 shares; 2024Q3: 1,352 shares; 2024Q4: 1,353 shares; 2025Q1: 1,355 shares; 2025Q2: 1,353 shares; 2025Q3: 1,150 shares; 2025Q4: 1,151 shares 1,151 $65.9K <0.01% +1 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 215 shares; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 715 shares; 2025Q4: 700 shares 700 $65.9K <0.01% -15 Timeline NRT NORTH EUROPEAN OIL RTY TR More: the full row for NORTH EUROPEAN OIL RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $65.8K <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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 184 shares; 2025Q1: 233 shares; 2025Q2: 184 shares; 2025Q3: 287 shares; 2025Q4: 2,287 shares 2,287 $65.6K <0.01% +2,000 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 835 shares; 2024Q3: 837 shares; 2024Q4: 2,840 shares; 2025Q1: 3,735 shares; 2025Q2: 2,840 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $65.6K <0.01% 0 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,731 shares; 2024Q3: 6,731 shares; 2024Q4: 6,731 shares; 2025Q1: 6,583 shares; 2025Q2: 6,731 shares; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares 2,375 $65K <0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 869 shares; 2025Q4: 8,000 shares 8,000 $64.9K <0.01% +7,131 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 2,000 shares; 2025Q4: 1,100 shares 1,100 $64.6K <0.01% -900 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 703 shares; 2024Q3: 705 shares; 2024Q4: 708 shares; 2025Q1: 711 shares; 2025Q2: 708 shares; 2025Q3: 722 shares; 2025Q4: 724 shares 724 $64.2K <0.01% +2 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 32 shares; 2024Q3: 50 shares; 2024Q4: 33 shares; 2025Q1: 25 shares; 2025Q2: 33 shares; 2025Q3: 348 shares; 2025Q4: 330 shares 330 $64.1K <0.01% -18 Timeline DMC DEL MONTE CORP More: the full row for DEL MONTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,217 shares; 2025Q4: 1,799 shares 1,799 $64.1K <0.01% -418 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,342 shares; 2024Q3: 6,523 shares; 2024Q4: 13,140 shares; 2025Q1: 13,387 shares; 2025Q2: 13,199 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $63K <0.01% 0 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,938 shares; 2024Q3: 2,985 shares; 2024Q4: 2,985 shares; 2025Q1: 2,315 shares; 2025Q2: 3,008 shares; 2025Q3: 2,344 shares; 2025Q4: 2,708 shares 2,708 $62.9K <0.01% +364 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 366 shares; 2024Q3: 367 shares; 2024Q4: 367 shares; 2025Q1: 368 shares; 2025Q2: 367 shares; 2025Q3: 337 shares; 2025Q4: 346 shares 346 $62.7K <0.01% +9 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 1,801 shares 1,801 $62.7K <0.01% +1 Timeline DEI DOUGLAS EMMETT INC More: the full row for DOUGLAS EMMETT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 29,300 shares; 2024Q3: 29,300 shares; 2024Q4: 24,300 shares; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 12,204 shares; 2025Q4: 5,677 shares 5,677 $62.4K <0.01% -6,527 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 46,253 shares; 2024Q3: 48,262 shares; 2024Q4: 41,290 shares; 2025Q1: 1,949 shares; 2025Q2: 41,290 shares; 2025Q3: 2,080 shares; 2025Q4: 1,454 shares 1,454 $62.3K <0.01% -626 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,017 shares; 2025Q4: 5,084 shares 5,084 $62.1K <0.01% +67 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; 2024Q1: restricted; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 598 shares; 2025Q4: 598 shares 598 $62K <0.01% 0 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,350 shares 1,350 $61.6K <0.01% new Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,706 shares; 2024Q3: 1,706 shares; 2024Q4: 1,706 shares; 2025Q1: 1,486 shares; 2025Q2: 1,706 shares; 2025Q3: 1,483 shares; 2025Q4: 1,468 shares 1,468 $61.3K <0.01% -15 Timeline BELFA BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares 400 $60.7K <0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,255 shares; 2024Q3: 1,635 shares; 2024Q4: 1,636 shares; 2025Q1: 1,626 shares; 2025Q2: 1,636 shares; 2025Q3: 574 shares; 2025Q4: 598 shares 598 $60.3K <0.01% +24 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $59.8K <0.01% 0 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 240 shares; 2024Q3: 240 shares; 2024Q4: 2,493 shares; 2025Q1: 2,493 shares; 2025Q2: 2,493 shares; 2025Q3: 3,066 shares; 2025Q4: 3,050 shares 3,050 $59.6K <0.01% -16 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,100 shares; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $59.3K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 532 shares; 2024Q3: 173 shares; 2024Q4: 174 shares; 2025Q1: 124 shares; 2025Q2: 174 shares; 2025Q3: 418 shares; 2025Q4: 418 shares 418 $59.1K <0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 888 shares 888 $58.1K <0.01% new Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,664 shares; 2024Q3: 4,664 shares; 2024Q4: 4,321 shares; 2025Q1: 4,321 shares; 2025Q2: 4,321 shares; 2025Q3: 3,681 shares; 2025Q4: 3,681 shares 3,681 $58.1K <0.01% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 945 shares; 2024Q3: 379 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 161 shares; 2025Q4: 967 shares 967 $58.1K <0.01% +806 Timeline CMBT CMB.TECH NV More: the full row for CMB.TECH NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,975 shares; 2025Q4: 5,998 shares 5,998 $57.9K <0.01% +23 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,732 shares; 2024Q4: 2,101 shares; 2025Q1: 2,101 shares; 2025Q2: 2,101 shares; 2025Q3: 2,101 shares; 2025Q4: 2,101 shares 2,101 $57.8K <0.01% 0 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,487 shares; 2024Q3: 7,496 shares; 2024Q4: 7,505 shares; 2025Q1: 7,200 shares; 2025Q2: 7,505 shares; 2025Q3: 10,500 shares; 2025Q4: 4,320 shares 4,320 $57.6K <0.01% -6,180 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 56 shares; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 51 shares; 2025Q2: 56 shares; 2025Q3: 1,146 shares; 2025Q4: 767 shares 767 $57.4K <0.01% -379 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,394 shares; 2024Q3: 1,512 shares; 2024Q4: 3,071 shares; 2025Q1: 4,136 shares; 2025Q2: 3,071 shares; 2025Q3: 2,173 shares; 2025Q4: 2,101 shares 2,101 $56.5K <0.01% -72 Timeline QCJA FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares 2,560 $56.5K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 629 shares; 2024Q3: 629 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 655 shares; 2025Q4: 662 shares 662 $56.4K <0.01% +7 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 90 shares; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 309 shares; 2025Q4: 299 shares 299 $56.2K <0.01% -10 Timeline OXLC 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; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 802 shares; 2025Q4: 3,827 shares 3,827 $56K <0.01% +3,025 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 818 shares; 2025Q4: 822 shares 822 $55.5K <0.01% +4 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 956 shares; 2025Q4: 1,234 shares 1,234 $55.4K <0.01% +278 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 1,254 shares; 2025Q2: 14 shares; 2025Q3: 10,500 shares; 2025Q4: 1,254 shares 1,254 $55.3K <0.01% -9,246 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,975 shares; 2025Q1: 1,995 shares; 2025Q2: 1,975 shares; 2025Q3: 2,005 shares; 2025Q4: 2,613 shares 2,613 $55.1K <0.01% +608 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 628 shares; 2024Q3: 628 shares; 2024Q4: 378 shares; 2025Q1: 478 shares; 2025Q2: 378 shares; 2025Q3: 525 shares; 2025Q4: 415 shares 415 $55.1K <0.01% -110 Timeline MSTY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,858 shares 1,858 $55K <0.01% new Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,894 shares; 2024Q3: 10,268 shares; 2024Q4: 8,732 shares; 2025Q1: 4,922 shares; 2025Q2: 8,732 shares; 2025Q3: 3,578 shares; 2025Q4: 3,578 shares 3,578 $54.9K <0.01% 0 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,017 shares 1,017 $53.9K <0.01% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 29 shares; 2024Q3: 4,211 shares; 2024Q4: 4,317 shares; 2025Q1: 444 shares; 2025Q2: 4,317 shares; 2025Q3: 446 shares; 2025Q4: 425 shares 425 $53.9K <0.01% -21 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 47 shares; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 31 shares; 2025Q2: 47 shares; 2025Q3: 31 shares; 2025Q4: 1,148 shares 1,148 $53.7K <0.01% +1,117 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares 2,500 $53.6K <0.01% new Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $53.2K <0.01% 0 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,750 shares; 2025Q2: not reported; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares 1,750 $53.2K <0.01% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,561 shares 1,561 $53.1K <0.01% new Timeline CGVV CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,976 shares 1,976 $53.1K <0.01% new Timeline PSMJ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,650 shares; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares 1,650 $53.1K <0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 900 shares; 2024Q3: 902 shares; 2024Q4: 905 shares; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 447 shares; 2025Q4: 448 shares 448 $52.6K <0.01% +1 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 141 shares; 2024Q3: 654 shares; 2024Q4: 655 shares; 2025Q1: 657 shares; 2025Q2: 655 shares; 2025Q3: 769 shares; 2025Q4: 707 shares 707 $52.5K <0.01% -62 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,834 shares; 2024Q3: 1,834 shares; 2024Q4: 1,834 shares; 2025Q1: 1,834 shares; 2025Q2: 1,834 shares; 2025Q3: 1,834 shares; 2025Q4: 1,834 shares 1,834 $52.3K <0.01% 0 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 491 shares 491 $52.3K <0.01% +391 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 967 shares 967 $52.3K <0.01% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 53 shares; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 955 shares; 2025Q4: 725 shares 725 $51.8K <0.01% -230 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 104 shares; 2024Q3: 177 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 179 shares 179 $51.5K <0.01% +1 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,277 shares; 2024Q4: 5,962 shares; 2025Q1: 3,107 shares; 2025Q2: 5,962 shares; 2025Q3: 2,094 shares; 2025Q4: 2,094 shares 2,094 $51K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 498 shares; 2024Q3: 372 shares; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 2,126 shares; 2025Q4: 626 shares 626 $50.9K <0.01% -1,500 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,236 shares; 2025Q1: 2,236 shares; 2025Q2: 2,236 shares; 2025Q3: 2,236 shares; 2025Q4: 2,236 shares 2,236 $50.6K <0.01% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 342 shares; 2024Q3: 343 shares; 2024Q4: 344 shares; 2025Q1: 200 shares; 2025Q2: 344 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $50.2K <0.01% 0 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,230 shares; 2024Q3: 3,253 shares; 2024Q4: 3,515 shares; 2025Q1: 3,527 shares; 2025Q2: 3,515 shares; 2025Q3: 3,551 shares; 2025Q4: 3,564 shares 3,564 $50.2K <0.01% +13 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 124 shares; 2025Q2: 37 shares; 2025Q3: 1,944 shares; 2025Q4: 1,206 shares 1,206 $49.9K <0.01% -738 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 303 shares; 2024Q3: 303 shares; 2024Q4: 283 shares; 2025Q1: 303 shares; 2025Q2: 283 shares; 2025Q3: 297 shares; 2025Q4: 197 shares 197 $49.7K <0.01% -100 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 442 shares; 2025Q4: 442 shares 442 $49.5K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 38 shares; 2024Q3: 83 shares; 2024Q4: 79 shares; 2025Q1: 80 shares; 2025Q2: 79 shares; 2025Q3: 81 shares; 2025Q4: 81 shares 81 $49K <0.01% 0 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,900 shares; 2024Q4: 2,650 shares; 2025Q1: 1,500 shares; 2025Q2: 2,650 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares 1,685 $49K <0.01% 0 Timeline