SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,306 shares; 2024Q4: 1,642,174 shares; 2025Q1: 1,636,452 shares; 2025Q2: 1,636,557 shares; 2025Q3: 1,585,803 shares; 2025Q4: 1,556,145 shares 1,556,145 $50.8M 3.64% -29,658 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,674 shares; 2024Q4: 159,677 shares; 2025Q1: 295,440 shares; 2025Q2: 319,774 shares; 2025Q3: 337,120 shares; 2025Q4: 357,570 shares 357,570 $44.1M 3.16% +20,450 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180,566 shares; 2024Q4: 1,228,906 shares; 2025Q1: 1,242,010 shares; 2025Q2: 1,254,553 shares; 2025Q3: 1,248,745 shares; 2025Q4: 1,280,050 shares 1,280,050 $43.9M 3.15% +31,305 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 636,153 shares; 2024Q4: 783,411 shares; 2025Q1: 833,877 shares; 2025Q2: 861,685 shares; 2025Q3: 745,141 shares; 2025Q4: 763,526 shares 763,526 $36.2M 2.59% +18,385 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,473 shares; 2024Q4: 121,441 shares; 2025Q1: 123,671 shares; 2025Q2: 122,016 shares; 2025Q3: 121,208 shares; 2025Q4: 121,932 shares 121,932 $33.1M 2.38% +724 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,334 shares; 2024Q4: 151,301 shares; 2025Q1: 157,507 shares; 2025Q2: 156,710 shares; 2025Q3: 158,386 shares; 2025Q4: 154,311 shares 154,311 $28.8M 2.07% -4,075 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,635 shares; 2024Q4: 923,003 shares; 2025Q1: 934,553 shares; 2025Q2: 943,657 shares; 2025Q3: 942,448 shares; 2025Q4: 934,474 shares 934,474 $27.7M 1.99% -7,974 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,064 shares; 2024Q4: 802,581 shares; 2025Q1: 845,574 shares; 2025Q2: 861,612 shares; 2025Q3: 903,971 shares; 2025Q4: 951,629 shares 951,629 $23.9M 1.71% +47,658 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,755 shares; 2024Q4: 534,861 shares; 2025Q1: 548,436 shares; 2025Q2: 567,614 shares; 2025Q3: 481,460 shares; 2025Q4: 467,114 shares 467,114 $22.5M 1.61% -14,346 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,013 shares; 2024Q4: 302,414 shares; 2025Q1: 310,956 shares; 2025Q2: 282,988 shares; 2025Q3: 303,933 shares; 2025Q4: 307,164 shares 307,164 $22.3M 1.6% +3,231 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,728 shares; 2024Q4: 47,915 shares; 2025Q1: 47,261 shares; 2025Q2: 47,058 shares; 2025Q3: 46,979 shares; 2025Q4: 46,660 shares 46,660 $22.1M 1.59% -319 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 736,776 shares; 2024Q4: 505,404 shares; 2025Q1: 528,150 shares; 2025Q2: 510,193 shares; 2025Q3: 496,127 shares; 2025Q4: 486,927 shares 486,927 $22M 1.58% -9,200 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,941 shares; 2024Q4: 758,852 shares; 2025Q1: 779,311 shares; 2025Q2: 809,803 shares; 2025Q3: 787,647 shares; 2025Q4: 778,729 shares 778,729 $21.4M 1.53% -8,918 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,939 shares; 2024Q4: 33,165 shares; 2025Q1: 33,783 shares; 2025Q2: 34,717 shares; 2025Q3: 34,772 shares; 2025Q4: 34,679 shares 34,679 $21.3M 1.53% -93 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,441 shares; 2024Q4: 100,323 shares; 2025Q1: 106,362 shares; 2025Q2: 108,305 shares; 2025Q3: 96,523 shares; 2025Q4: 95,786 shares 95,786 $21.1M 1.51% -737 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,889 shares; 2024Q4: 801,083 shares; 2025Q1: 805,334 shares; 2025Q2: 814,190 shares; 2025Q3: 809,927 shares; 2025Q4: 797,963 shares 797,963 $20.9M 1.5% -11,964 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,186 shares; 2024Q4: 35,124 shares; 2025Q1: 35,415 shares; 2025Q2: 35,293 shares; 2025Q3: 36,760 shares; 2025Q4: 41,207 shares 41,207 $19.9M 1.43% +4,447 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,417 shares; 2024Q4: 135,861 shares; 2025Q1: 142,962 shares; 2025Q2: 139,764 shares; 2025Q3: 280,418 shares; 2025Q4: 321,561 shares 321,561 $19.6M 1.4% +41,143 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,519 shares; 2024Q4: 197,879 shares; 2025Q1: 209,906 shares; 2025Q2: 214,776 shares; 2025Q3: 234,736 shares; 2025Q4: 255,404 shares 255,404 $19.1M 1.37% +20,668 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,877 shares; 2024Q4: 99,283 shares; 2025Q1: 98,599 shares; 2025Q2: 96,755 shares; 2025Q3: 93,245 shares; 2025Q4: 90,673 shares 90,673 $17.4M 1.25% -2,572 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,369 shares; 2024Q4: 155,433 shares; 2025Q1: 167,330 shares; 2025Q2: 173,036 shares; 2025Q3: 179,856 shares; 2025Q4: 184,843 shares 184,843 $17.2M 1.23% +4,987 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,380 shares; 2024Q4: 419,350 shares; 2025Q1: 439,895 shares; 2025Q2: 451,595 shares; 2025Q3: 621,243 shares; 2025Q4: 680,326 shares 680,326 $16.4M 1.17% +59,083 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,263 shares; 2024Q4: 547,730 shares; 2025Q1: 561,241 shares; 2025Q2: 564,097 shares; 2025Q3: 565,223 shares; 2025Q4: 574,083 shares 574,083 $15.6M 1.12% +8,860 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,388 shares; 2024Q4: 321,819 shares; 2025Q1: 308,358 shares; 2025Q2: 297,241 shares; 2025Q3: 304,484 shares; 2025Q4: 269,489 shares 269,489 $15.4M 1.11% -34,995 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,828 shares; 2024Q4: 332,828 shares; 2025Q1: 428,642 shares; 2025Q2: 442,237 shares; 2025Q3: 449,945 shares; 2025Q4: 459,169 shares 459,169 $15.3M 1.1% +9,224 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: restricted; 2024Q3: 67,537 shares; 2024Q4: 67,810 shares; 2025Q1: 68,237 shares; 2025Q2: 70,111 shares; 2025Q3: 69,035 shares; 2025Q4: 67,795 shares 67,795 $14.4M 1.03% -1,240 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,570 shares; 2024Q4: 57,758 shares; 2025Q1: 60,257 shares; 2025Q2: 60,588 shares; 2025Q3: 60,444 shares; 2025Q4: 60,821 shares 60,821 $14M 1.01% +377 Timeline LOUP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,245 shares; 2024Q4: 193,907 shares; 2025Q1: 198,851 shares; 2025Q2: 198,886 shares; 2025Q3: 195,886 shares; 2025Q4: 183,431 shares 183,431 $14M 1.01% -12,455 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: restricted; 2024Q3: 81,949 shares; 2024Q4: 87,060 shares; 2025Q1: 165,813 shares; 2025Q2: 245,906 shares; 2025Q3: 264,591 shares; 2025Q4: 295,311 shares 295,311 $13.7M 0.98% +30,720 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,854 shares; 2024Q4: 106,022 shares; 2025Q1: 123,529 shares; 2025Q2: 127,414 shares; 2025Q3: 132,051 shares; 2025Q4: 139,971 shares 139,971 $12.6M 0.9% +7,920 Timeline SFLO 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: restricted; 2024Q3: 55,979 shares; 2024Q4: 123,008 shares; 2025Q1: 308,348 shares; 2025Q2: 488,931 shares; 2025Q3: 389,867 shares; 2025Q4: 413,720 shares 413,720 $12.2M 0.88% +23,853 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,271 shares; 2024Q4: 23,630 shares; 2025Q1: 23,914 shares; 2025Q2: 24,471 shares; 2025Q3: 23,819 shares; 2025Q4: 23,352 shares 23,352 $11.7M 0.84% -467 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,682 shares; 2024Q4: 435,482 shares; 2025Q1: 433,479 shares; 2025Q2: 416,828 shares; 2025Q3: 403,051 shares; 2025Q4: 397,930 shares 397,930 $11.3M 0.81% -5,121 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,347 shares; 2025Q1: 2,374 shares; 2025Q2: 4,787 shares; 2025Q3: 33,742 shares; 2025Q4: 40,437 shares 40,437 $10.2M 0.73% +6,695 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: restricted; 2024Q3: 47,148 shares; 2024Q4: 47,150 shares; 2025Q1: 47,154 shares; 2025Q2: 47,156 shares; 2025Q3: 47,144 shares; 2025Q4: 47,793 shares 47,793 $10.1M 0.72% +649 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,766 shares; 2025Q2: 24,526 shares; 2025Q3: 199,877 shares; 2025Q4: 211,243 shares 211,243 $9.81M 0.7% +11,366 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,831 shares; 2024Q4: 23,603 shares; 2025Q1: 118,550 shares; 2025Q2: 174,264 shares; 2025Q3: 183,880 shares; 2025Q4: 192,874 shares 192,874 $9.76M 0.7% +8,994 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,847 shares; 2024Q4: 55,850 shares; 2025Q1: 57,817 shares; 2025Q2: 58,062 shares; 2025Q3: 57,406 shares; 2025Q4: 57,584 shares 57,584 $9.72M 0.7% +178 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: restricted; 2024Q3: 231,547 shares; 2024Q4: 225,870 shares; 2025Q1: 204,649 shares; 2025Q2: 122,516 shares; 2025Q3: 113,555 shares; 2025Q4: 115,395 shares 115,395 $9.26M 0.66% +1,840 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,832 shares; 2024Q4: 53,534 shares; 2025Q1: 50,485 shares; 2025Q2: 51,251 shares; 2025Q3: 50,681 shares; 2025Q4: 51,245 shares 51,245 $9.11M 0.65% +564 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,547 shares; 2024Q4: 285,354 shares; 2025Q1: 282,955 shares; 2025Q2: 280,583 shares; 2025Q3: 280,391 shares; 2025Q4: 275,737 shares 275,737 $9.04M 0.65% -4,654 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,579 shares; 2024Q4: 114,600 shares; 2025Q1: 75,141 shares; 2025Q2: 71,208 shares; 2025Q3: 60,547 shares; 2025Q4: 43,060 shares 43,060 $8.55M 0.61% -17,487 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,401 shares; 2024Q4: 18,894 shares; 2025Q1: 26,115 shares; 2025Q2: 26,507 shares; 2025Q3: 25,230 shares; 2025Q4: 37,344 shares 37,344 $7.92M 0.57% +12,114 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: restricted; 2024Q3: 242,598 shares; 2024Q4: 227,695 shares; 2025Q1: 220,455 shares; 2025Q2: 217,110 shares; 2025Q3: 208,554 shares; 2025Q4: 202,031 shares 202,031 $7.9M 0.57% -6,523 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,874 shares; 2024Q4: 100,541 shares; 2025Q1: 104,910 shares; 2025Q2: 112,199 shares; 2025Q3: 117,724 shares; 2025Q4: 122,834 shares 122,834 $7.67M 0.55% +5,110 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,614 shares; 2024Q4: 22,567 shares; 2025Q1: 23,584 shares; 2025Q2: 24,191 shares; 2025Q3: 23,945 shares; 2025Q4: 24,407 shares 24,407 $7.64M 0.55% +462 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,812 shares; 2025Q2: 98,232 shares; 2025Q3: 113,990 shares; 2025Q4: 118,511 shares 118,511 $7.63M 0.55% +4,521 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,715 shares; 2024Q4: 21,484 shares; 2025Q1: 21,431 shares; 2025Q2: 21,554 shares; 2025Q3: 22,182 shares; 2025Q4: 21,862 shares 21,862 $7.57M 0.54% -320 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,992 shares; 2024Q4: 78,802 shares; 2025Q1: 80,413 shares; 2025Q2: 67,490 shares; 2025Q3: 61,091 shares; 2025Q4: 61,239 shares 61,239 $7.55M 0.54% +148 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,476 shares; 2024Q4: 28,860 shares; 2025Q1: 29,312 shares; 2025Q2: 29,076 shares; 2025Q3: 29,066 shares; 2025Q4: 28,872 shares 28,872 $7.25M 0.52% -194 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,400 shares; 2024Q4: 85,104 shares; 2025Q1: 84,173 shares; 2025Q2: 81,009 shares; 2025Q3: 76,838 shares; 2025Q4: 76,215 shares 76,215 $7.18M 0.52% -623 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,332 shares; 2024Q4: 69,611 shares; 2025Q1: 69,392 shares; 2025Q2: 69,213 shares; 2025Q3: 68,152 shares; 2025Q4: 68,272 shares 68,272 $7.11M 0.51% +120 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,387 shares; 2024Q4: 132,387 shares; 2025Q1: 132,392 shares; 2025Q2: 133,113 shares; 2025Q3: 133,113 shares; 2025Q4: 133,123 shares 133,123 $7.05M 0.51% +10 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,846 shares; 2024Q4: 44,286 shares; 2025Q1: 45,443 shares; 2025Q2: 45,375 shares; 2025Q3: 40,148 shares; 2025Q4: 40,331 shares 40,331 $6.46M 0.46% +183 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,490 shares; 2024Q4: 8,818 shares; 2025Q1: 11,793 shares; 2025Q2: 13,034 shares; 2025Q3: 13,936 shares; 2025Q4: 14,335 shares 14,335 $6.45M 0.46% +399 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,529 shares; 2024Q4: 6,037 shares; 2025Q1: 6,840 shares; 2025Q2: 7,871 shares; 2025Q3: 8,277 shares; 2025Q4: 10,211 shares 10,211 $6.4M 0.46% +1,934 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,804 shares; 2025Q2: 54,296 shares; 2025Q3: 103,841 shares; 2025Q4: 106,741 shares 106,741 $6.33M 0.45% +2,900 Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,726 shares; 2024Q4: 130,657 shares; 2025Q1: 137,380 shares; 2025Q2: 136,647 shares; 2025Q3: 136,496 shares; 2025Q4: 135,498 shares 135,498 $6.19M 0.44% -998 Timeline BWB BRIDGEWATER BANCSHARES INC More: the full row for BRIDGEWATER BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,670 shares; 2024Q4: 355,341 shares; 2025Q1: 357,516 shares; 2025Q2: 355,766 shares; 2025Q3: 352,391 shares; 2025Q4: 350,391 shares 350,391 $6.14M 0.44% -2,000 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: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,457 shares; 2025Q1: 1,478 shares; 2025Q2: 1,464 shares; 2025Q3: 23,369 shares; 2025Q4: 24,013 shares 24,013 $6.01M 0.43% +644 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,263 shares; 2024Q4: 63,878 shares; 2025Q1: 65,603 shares; 2025Q2: 62,518 shares; 2025Q3: 60,489 shares; 2025Q4: 51,480 shares 51,480 $5.99M 0.43% -9,009 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,396 shares; 2024Q4: 16,210 shares; 2025Q1: 16,234 shares; 2025Q2: 17,502 shares; 2025Q3: 19,266 shares; 2025Q4: 17,993 shares 17,993 $5.94M 0.43% -1,273 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,703 shares; 2024Q4: 13,027 shares; 2025Q1: 13,499 shares; 2025Q2: 15,619 shares; 2025Q3: 16,530 shares; 2025Q4: 16,831 shares 16,831 $5.42M 0.39% +301 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,974 shares; 2024Q4: 89,531 shares; 2025Q1: 75,675 shares; 2025Q2: 110,250 shares; 2025Q3: 79,808 shares; 2025Q4: 75,580 shares 75,580 $5.4M 0.39% -4,228 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,778 shares; 2024Q4: 4,553 shares; 2025Q1: 112,820 shares; 2025Q2: 105,465 shares; 2025Q3: 100,691 shares; 2025Q4: 96,970 shares 96,970 $5.33M 0.38% -3,721 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,430 shares; 2024Q4: 22,892 shares; 2025Q1: 23,026 shares; 2025Q2: 22,640 shares; 2025Q3: 23,145 shares; 2025Q4: 23,174 shares 23,174 $5.3M 0.38% +29 Timeline SAA PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,000 shares; 2024Q4: 245,000 shares; 2025Q1: 245,000 shares; 2025Q2: 245,000 shares; 2025Q3: 245,000 shares; 2025Q4: 205,000 shares 205,000 $5.28M 0.38% -40,000 Timeline 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: restricted; 2024Q3: 111,054 shares; 2024Q4: 97,786 shares; 2025Q1: 97,544 shares; 2025Q2: 99,949 shares; 2025Q3: 96,192 shares; 2025Q4: 94,306 shares 94,306 $5.06M 0.36% -1,886 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,621 shares; 2024Q4: 219,751 shares; 2025Q1: 224,349 shares; 2025Q2: 218,331 shares; 2025Q3: 215,027 shares; 2025Q4: 210,759 shares 210,759 $4.93M 0.35% -4,268 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,533 shares; 2024Q4: 13,490 shares; 2025Q1: 13,399 shares; 2025Q2: 13,476 shares; 2025Q3: 15,175 shares; 2025Q4: 15,645 shares 15,645 $4.91M 0.35% +470 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,226 shares; 2024Q4: 11,216 shares; 2025Q1: 11,135 shares; 2025Q2: 9,576 shares; 2025Q3: 10,174 shares; 2025Q4: 9,895 shares 9,895 $4.83M 0.35% -279 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,225 shares; 2025Q4: 62,504 shares 62,504 $4.71M 0.34% +17,279 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,050 shares; 2024Q4: 140,827 shares; 2025Q1: 139,496 shares; 2025Q2: 137,984 shares; 2025Q3: 137,863 shares; 2025Q4: 134,097 shares 134,097 $4.71M 0.34% -3,766 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,614 shares; 2024Q4: 5,593 shares; 2025Q1: 6,246 shares; 2025Q2: 6,074 shares; 2025Q3: 6,038 shares; 2025Q4: 6,752 shares 6,752 $4.6M 0.33% +714 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,300 shares; 2024Q4: 52,000 shares; 2025Q1: 51,949 shares; 2025Q2: 52,057 shares; 2025Q3: 50,763 shares; 2025Q4: 49,464 shares 49,464 $4.58M 0.33% -1,299 Timeline GFLW 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,811 shares; 2025Q2: 81,184 shares; 2025Q3: 98,199 shares; 2025Q4: 147,942 shares 147,942 $4.17M 0.3% +49,743 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: restricted; 2024Q3: 22,001 shares; 2024Q4: 22,483 shares; 2025Q1: 38,421 shares; 2025Q2: 76,099 shares; 2025Q3: 61,809 shares; 2025Q4: 61,887 shares 61,887 $4.16M 0.3% +78 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: restricted; 2024Q3: 179,422 shares; 2024Q4: 153,435 shares; 2025Q1: 155,954 shares; 2025Q2: 123,929 shares; 2025Q3: 88,435 shares; 2025Q4: 89,139 shares 89,139 $4.15M 0.3% +704 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,098 shares; 2024Q4: 35,305 shares; 2025Q1: 35,268 shares; 2025Q2: 34,851 shares; 2025Q3: 32,330 shares; 2025Q4: 29,330 shares 29,330 $4.14M 0.3% -3,000 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,740 shares; 2025Q2: 94,644 shares; 2025Q3: 90,107 shares; 2025Q4: 89,385 shares 89,385 $4.13M 0.3% -722 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: restricted; 2024Q3: 148,362 shares; 2024Q4: 146,776 shares; 2025Q1: 146,505 shares; 2025Q2: 144,489 shares; 2025Q3: 143,931 shares; 2025Q4: 137,955 shares 137,955 $4.1M 0.29% -5,976 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,934 shares; 2024Q4: 198,576 shares; 2025Q1: 216,570 shares; 2025Q2: 223,689 shares; 2025Q3: 131,578 shares; 2025Q4: 69,263 shares 69,263 $4.03M 0.29% -62,315 Timeline MODL 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: restricted; 2024Q3: 25,476 shares; 2024Q4: 40,638 shares; 2025Q1: 54,520 shares; 2025Q2: 64,710 shares; 2025Q3: 71,742 shares; 2025Q4: 80,136 shares 80,136 $3.81M 0.27% +8,394 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,046 shares; 2024Q4: 11,894 shares; 2025Q1: 11,688 shares; 2025Q2: 11,689 shares; 2025Q3: 11,678 shares; 2025Q4: 11,677 shares 11,677 $3.77M 0.27% -1 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,826 shares; 2024Q4: 45,562 shares; 2025Q1: 44,819 shares; 2025Q2: 41,996 shares; 2025Q3: 36,298 shares; 2025Q4: 37,392 shares 37,392 $3.73M 0.27% +1,094 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,097 shares; 2024Q4: 134,749 shares; 2025Q1: 97,436 shares; 2025Q2: 96,822 shares; 2025Q3: 50,980 shares; 2025Q4: 37,837 shares 37,837 $3.56M 0.26% -13,143 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 3,133 shares; 2025Q1: 3,767 shares; 2025Q2: 4,275 shares; 2025Q3: 5,460 shares; 2025Q4: 5,343 shares 5,343 $3.53M 0.25% -117 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,615 shares; 2024Q4: 24,816 shares; 2025Q1: 24,957 shares; 2025Q2: 24,710 shares; 2025Q3: 24,734 shares; 2025Q4: 24,981 shares 24,981 $3.53M 0.25% +247 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,150 shares; 2025Q2: 50,990 shares; 2025Q3: 69,360 shares; 2025Q4: 120,855 shares 120,855 $3.49M 0.25% +51,495 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,533 shares; 2024Q4: 63,065 shares; 2025Q1: 73,011 shares; 2025Q2: 81,449 shares; 2025Q3: 113,347 shares; 2025Q4: 129,596 shares 129,596 $3.39M 0.24% +16,249 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,001 shares; 2024Q4: 32,056 shares; 2025Q1: 35,775 shares; 2025Q2: 38,399 shares; 2025Q3: 38,525 shares; 2025Q4: 37,850 shares 37,850 $3.35M 0.24% -675 Timeline VFLO 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: restricted; 2024Q3: 52,163 shares; 2024Q4: 67,864 shares; 2025Q1: 76,440 shares; 2025Q2: 79,626 shares; 2025Q3: 77,180 shares; 2025Q4: 82,920 shares 82,920 $3.27M 0.23% +5,740 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 2,482 shares; 2025Q1: 3,457 shares; 2025Q2: 3,738 shares; 2025Q3: 4,129 shares; 2025Q4: 4,236 shares 4,236 $3.19M 0.23% +107 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,453 shares; 2024Q4: 30,277 shares; 2025Q1: 30,420 shares; 2025Q2: 29,611 shares; 2025Q3: 33,804 shares; 2025Q4: 33,931 shares 33,931 $3.16M 0.23% +127 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,174 shares; 2025Q3: 88,708 shares; 2025Q4: 93,028 shares 93,028 $3.1M 0.22% +4,320 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,690 shares; 2024Q4: 34,375 shares; 2025Q1: 34,135 shares; 2025Q2: 33,755 shares; 2025Q3: 33,594 shares; 2025Q4: 33,548 shares 33,548 $3.05M 0.22% -46 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: restricted; 2024Q3: 102,998 shares; 2024Q4: 101,830 shares; 2025Q1: 101,364 shares; 2025Q2: 100,541 shares; 2025Q3: 100,199 shares; 2025Q4: 97,856 shares 97,856 $3.02M 0.22% -2,343 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,988 shares; 2024Q4: 94,703 shares; 2025Q1: 96,900 shares; 2025Q2: 98,261 shares; 2025Q3: 81,375 shares; 2025Q4: 82,345 shares 82,345 $3.01M 0.22% +970 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,235 shares; 2024Q4: 56,968 shares; 2025Q1: 56,461 shares; 2025Q2: 55,496 shares; 2025Q3: 56,239 shares; 2025Q4: 55,139 shares 55,139 $2.94M 0.21% -1,100 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,196 shares; 2025Q3: 73,733 shares; 2025Q4: 75,076 shares 75,076 $2.89M 0.21% +1,343 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,684 shares; 2025Q1: 17,895 shares; 2025Q2: 17,751 shares; 2025Q3: 17,282 shares; 2025Q4: 16,900 shares 16,900 $2.89M 0.21% -382 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,384 shares; 2025Q1: 18,061 shares; 2025Q2: 18,155 shares; 2025Q3: 16,976 shares; 2025Q4: 24,243 shares 24,243 $2.89M 0.21% +7,267 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,027 shares; 2024Q4: 85,894 shares; 2025Q1: 69,024 shares; 2025Q2: 68,285 shares; 2025Q3: 59,924 shares; 2025Q4: 59,521 shares 59,521 $2.83M 0.2% -403 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,792 shares; 2024Q4: 23,644 shares; 2025Q1: 24,087 shares; 2025Q2: 24,439 shares; 2025Q3: 24,529 shares; 2025Q4: 24,762 shares 24,762 $2.76M 0.2% +233 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,807 shares; 2024Q4: 23,428 shares; 2025Q1: 23,228 shares; 2025Q2: 23,170 shares; 2025Q3: 22,647 shares; 2025Q4: 22,755 shares 22,755 $2.73M 0.2% +108 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,665 shares 51,665 $2.73M 0.2% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,168 shares; 2024Q4: 76,181 shares; 2025Q1: 77,881 shares; 2025Q2: 77,881 shares; 2025Q3: 78,159 shares; 2025Q4: 78,193 shares 78,193 $2.71M 0.19% +34 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,758 shares; 2024Q4: 2,760 shares; 2025Q1: 2,777 shares; 2025Q2: 2,979 shares; 2025Q3: 3,000 shares; 2025Q4: 3,075 shares 3,075 $2.65M 0.19% +75 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,011 shares; 2024Q4: 90,417 shares; 2025Q1: 91,476 shares; 2025Q2: 91,506 shares; 2025Q3: 90,828 shares; 2025Q4: 87,763 shares 87,763 $2.64M 0.19% -3,065 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,141 shares; 2024Q4: 72,391 shares; 2025Q1: 74,373 shares; 2025Q2: 70,727 shares; 2025Q3: 65,842 shares; 2025Q4: 64,106 shares 64,106 $2.61M 0.19% -1,736 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,349 shares; 2024Q4: 18,049 shares; 2025Q1: 18,787 shares; 2025Q2: 22,183 shares; 2025Q3: 24,115 shares; 2025Q4: 23,831 shares 23,831 $2.54M 0.18% -284 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,547 shares; 2024Q4: 67,464 shares; 2025Q1: 63,664 shares; 2025Q2: 60,614 shares; 2025Q3: 60,540 shares; 2025Q4: 58,790 shares 58,790 $2.54M 0.18% -1,750 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,221 shares; 2024Q4: 6,393 shares; 2025Q1: 7,485 shares; 2025Q2: 7,578 shares; 2025Q3: 7,513 shares; 2025Q4: 7,576 shares 7,576 $2.54M 0.18% +63 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,709 shares; 2024Q4: 114,709 shares; 2025Q1: 114,241 shares; 2025Q2: 113,609 shares; 2025Q3: 113,609 shares; 2025Q4: 113,164 shares 113,164 $2.52M 0.18% -445 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: restricted; 2024Q3: 31,535 shares; 2024Q4: 31,899 shares; 2025Q1: 28,575 shares; 2025Q2: 27,860 shares; 2025Q3: 26,136 shares; 2025Q4: 26,105 shares 26,105 $2.49M 0.18% -31 Timeline AVEM 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,952 shares; 2025Q4: 32,068 shares 32,068 $2.47M 0.18% +15,116 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,789 shares; 2024Q4: 14,638 shares; 2025Q1: 14,999 shares; 2025Q2: 13,007 shares; 2025Q3: 12,932 shares; 2025Q4: 12,877 shares 12,877 $2.46M 0.18% -55 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,312 shares; 2024Q4: 37,160 shares; 2025Q1: 36,891 shares; 2025Q2: 36,355 shares; 2025Q3: 34,470 shares; 2025Q4: 33,249 shares 33,249 $2.37M 0.17% -1,221 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,467 shares; 2024Q4: 7,499 shares; 2025Q1: 7,629 shares; 2025Q2: 7,637 shares; 2025Q3: 7,971 shares; 2025Q4: 7,771 shares 7,771 $2.35M 0.17% -200 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: restricted; 2024Q3: 24,883 shares; 2024Q4: 42,966 shares; 2025Q1: 53,040 shares; 2025Q2: 65,490 shares; 2025Q3: 76,402 shares; 2025Q4: 85,155 shares 85,155 $2.34M 0.17% +8,753 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: restricted; 2024Q3: 16,733 shares; 2024Q4: 16,602 shares; 2025Q1: 16,449 shares; 2025Q2: 16,269 shares; 2025Q3: 16,460 shares; 2025Q4: 16,251 shares 16,251 $2.33M 0.17% -209 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,987 shares; 2024Q4: 6,454 shares; 2025Q1: 6,902 shares; 2025Q2: 7,894 shares; 2025Q3: 7,979 shares; 2025Q4: 7,857 shares 7,857 $2.33M 0.17% -122 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 3,157 shares; 2025Q1: 3,423 shares; 2025Q2: 3,326 shares; 2025Q3: 3,410 shares; 2025Q4: 3,343 shares 3,343 $2.29M 0.16% -67 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,717 shares; 2024Q4: 27,244 shares; 2025Q1: 27,321 shares; 2025Q2: 27,486 shares; 2025Q3: 30,774 shares; 2025Q4: 30,857 shares 30,857 $2.28M 0.16% +83 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,557 shares; 2024Q4: 12,552 shares; 2025Q1: 12,556 shares; 2025Q2: 12,507 shares; 2025Q3: 12,478 shares; 2025Q4: 12,478 shares 12,478 $2.26M 0.16% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,438 shares; 2024Q4: 7,120 shares; 2025Q1: 6,890 shares; 2025Q2: 7,491 shares; 2025Q3: 7,431 shares; 2025Q4: 7,387 shares 7,387 $2.26M 0.16% -44 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,899 shares; 2024Q4: 34,736 shares; 2025Q1: 37,824 shares; 2025Q2: 38,957 shares; 2025Q3: 40,745 shares; 2025Q4: 43,636 shares 43,636 $2.22M 0.16% +2,891 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,871 shares; 2024Q4: 9,582 shares; 2025Q1: 9,604 shares; 2025Q2: 9,431 shares; 2025Q3: 9,006 shares; 2025Q4: 9,004 shares 9,004 $2.22M 0.16% -2 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,803 shares; 2024Q4: 30,763 shares; 2025Q1: 31,107 shares; 2025Q2: 32,084 shares; 2025Q3: 38,452 shares; 2025Q4: 41,865 shares 41,865 $2.21M 0.16% +3,413 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,876 shares; 2025Q1: 24,394 shares; 2025Q2: 17,838 shares; 2025Q3: 25,910 shares; 2025Q4: 25,767 shares 25,767 $2.2M 0.16% -143 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,464 shares; 2024Q4: 22,946 shares; 2025Q1: 28,393 shares; 2025Q2: 29,540 shares; 2025Q3: 27,772 shares; 2025Q4: 28,464 shares 28,464 $2.19M 0.16% +692 Timeline HDEF 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: restricted; 2024Q3: 80,429 shares; 2024Q4: 74,105 shares; 2025Q1: 69,199 shares; 2025Q2: 69,142 shares; 2025Q3: 69,133 shares; 2025Q4: 68,808 shares 68,808 $2.13M 0.15% -325 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,305 shares; 2024Q4: 38,317 shares; 2025Q1: 46,917 shares; 2025Q2: 46,686 shares; 2025Q3: 45,630 shares; 2025Q4: 48,580 shares 48,580 $2.11M 0.15% +2,950 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,576 shares; 2024Q4: 57,631 shares; 2025Q1: 56,581 shares; 2025Q2: 54,181 shares; 2025Q3: 51,249 shares; 2025Q4: 47,822 shares 47,822 $2.1M 0.15% -3,427 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,372 shares; 2025Q1: 1,357 shares; 2025Q2: 1,390 shares; 2025Q3: 1,846 shares; 2025Q4: 1,916 shares 1,916 $2.06M 0.15% +70 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: restricted; 2024Q3: 131,941 shares; 2024Q4: 197,910 shares; 2025Q1: 201,689 shares; 2025Q2: 203,411 shares; 2025Q3: 215,628 shares; 2025Q4: 163,785 shares 163,785 $2.04M 0.15% -51,843 Timeline ABLD ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,298 shares; 2024Q4: 62,958 shares; 2025Q1: 64,784 shares; 2025Q2: 61,726 shares; 2025Q3: 69,660 shares; 2025Q4: 69,137 shares 69,137 $2.01M 0.14% -523 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: restricted; 2024Q3: 13,781 shares; 2024Q4: 13,781 shares; 2025Q1: 13,781 shares; 2025Q2: 13,781 shares; 2025Q3: 13,781 shares; 2025Q4: 13,781 shares 13,781 $1.94M 0.14% 0 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,259 shares; 2024Q4: 55,488 shares; 2025Q1: 53,449 shares; 2025Q2: 52,741 shares; 2025Q3: 52,817 shares; 2025Q4: 51,182 shares 51,182 $1.89M 0.14% -1,635 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,714 shares; 2024Q4: 8,926 shares; 2025Q1: 8,876 shares; 2025Q2: 8,930 shares; 2025Q3: 8,937 shares; 2025Q4: 8,946 shares 8,946 $1.87M 0.13% +9 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,598 shares; 2024Q4: 13,498 shares; 2025Q1: 13,498 shares; 2025Q2: 13,498 shares; 2025Q3: 13,498 shares; 2025Q4: 13,498 shares 13,498 $1.85M 0.13% 0 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,030 shares; 2024Q4: 50,343 shares; 2025Q1: 49,770 shares; 2025Q2: 48,793 shares; 2025Q3: 43,713 shares; 2025Q4: 40,428 shares 40,428 $1.84M 0.13% -3,285 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,951 shares; 2024Q4: 10,981 shares; 2025Q1: 7,997 shares; 2025Q2: 7,990 shares; 2025Q3: 7,980 shares; 2025Q4: 6,690 shares 6,690 $1.79M 0.13% -1,290 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,923 shares; 2024Q4: 74,926 shares; 2025Q1: 68,864 shares; 2025Q2: 66,961 shares; 2025Q3: 66,948 shares; 2025Q4: 63,152 shares 63,152 $1.78M 0.13% -3,796 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,509 shares; 2025Q3: 35,076 shares; 2025Q4: 35,639 shares 35,639 $1.78M 0.13% +563 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,815 shares; 2024Q4: 4,814 shares; 2025Q1: 4,973 shares; 2025Q2: 5,158 shares; 2025Q3: 5,114 shares; 2025Q4: 5,037 shares 5,037 $1.77M 0.13% -77 Timeline XLK 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: restricted; 2024Q3: 7,095 shares; 2024Q4: 7,071 shares; 2025Q1: 7,078 shares; 2025Q2: 6,862 shares; 2025Q3: 6,396 shares; 2025Q4: 12,238 shares 12,238 $1.76M 0.13% +5,842 Timeline DRUP GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,052 shares; 2024Q4: 27,052 shares; 2025Q1: 26,701 shares; 2025Q2: 26,001 shares; 2025Q3: 26,078 shares; 2025Q4: 25,878 shares 25,878 $1.73M 0.12% -200 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: restricted; 2024Q3: 13,646 shares; 2024Q4: 18,176 shares; 2025Q1: 17,564 shares; 2025Q2: 18,151 shares; 2025Q3: 19,456 shares; 2025Q4: 20,793 shares 20,793 $1.7M 0.12% +1,337 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,249 shares; 2024Q4: 17,996 shares; 2025Q1: 18,934 shares; 2025Q2: 16,545 shares; 2025Q3: 16,547 shares; 2025Q4: 15,964 shares 15,964 $1.63M 0.12% -583 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,156 shares 38,156 $1.62M 0.12% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,333 shares; 2024Q4: 18,255 shares; 2025Q1: 18,581 shares; 2025Q2: 18,213 shares; 2025Q3: 17,256 shares; 2025Q4: 16,857 shares 16,857 $1.62M 0.12% -399 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,347 shares; 2025Q1: 1,318 shares; 2025Q2: 1,308 shares; 2025Q3: 956 shares; 2025Q4: 957 shares 957 $1.62M 0.12% +1 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,278 shares; 2024Q4: 4,307 shares; 2025Q1: 4,494 shares; 2025Q2: 4,614 shares; 2025Q3: 4,772 shares; 2025Q4: 4,702 shares 4,702 $1.62M 0.12% -70 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,504 shares; 2024Q4: 34,504 shares; 2025Q1: 34,557 shares; 2025Q2: 34,793 shares; 2025Q3: 35,447 shares; 2025Q4: 35,606 shares 35,606 $1.58M 0.11% +159 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,184 shares; 2024Q4: 8,886 shares; 2025Q1: 9,228 shares; 2025Q2: 10,470 shares; 2025Q3: 10,557 shares; 2025Q4: 10,389 shares 10,389 $1.58M 0.11% -168 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,904 shares; 2024Q4: 7,991 shares; 2025Q1: 7,717 shares; 2025Q2: 8,137 shares; 2025Q3: 7,801 shares; 2025Q4: 7,386 shares 7,386 $1.53M 0.11% -415 Timeline GPT EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,174 shares; 2025Q1: 45,223 shares; 2025Q2: 49,723 shares; 2025Q3: 49,723 shares; 2025Q4: 51,048 shares 51,048 $1.53M 0.11% +1,325 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,553 shares; 2024Q4: 5,099 shares; 2025Q1: 5,274 shares; 2025Q2: 4,605 shares; 2025Q3: 4,627 shares; 2025Q4: 4,983 shares 4,983 $1.51M 0.11% +356 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 1,209 shares; 2025Q1: 1,550 shares; 2025Q2: 1,754 shares; 2025Q3: 1,861 shares; 2025Q4: 16,085 shares 16,085 $1.51M 0.11% +14,224 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,937 shares; 2024Q4: 27,510 shares; 2025Q1: 27,471 shares; 2025Q2: 26,873 shares; 2025Q3: 26,726 shares; 2025Q4: 27,485 shares 27,485 $1.51M 0.11% +759 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,696 shares; 2025Q1: 2,739 shares; 2025Q2: 2,724 shares; 2025Q3: 2,543 shares; 2025Q4: 2,574 shares 2,574 $1.47M 0.11% +31 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,493 shares; 2025Q4: 50,081 shares 50,081 $1.46M 0.1% +16,588 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,175 shares 22,175 $1.45M 0.1% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,038 shares; 2024Q4: 41,393 shares; 2025Q1: 41,393 shares; 2025Q2: 62,194 shares; 2025Q3: 62,194 shares; 2025Q4: 61,194 shares 61,194 $1.45M 0.1% -1,000 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,071 shares; 2024Q4: 15,403 shares; 2025Q1: 15,470 shares; 2025Q2: 13,689 shares; 2025Q3: 13,382 shares; 2025Q4: 14,570 shares 14,570 $1.42M 0.1% +1,188 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,663 shares; 2024Q4: 6,852 shares; 2025Q1: 6,884 shares; 2025Q2: 6,924 shares; 2025Q3: 7,457 shares; 2025Q4: 7,538 shares 7,538 $1.39M 0.1% +81 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,925 shares; 2024Q4: 35,314 shares; 2025Q1: 36,814 shares; 2025Q2: 37,781 shares; 2025Q3: 37,565 shares; 2025Q4: 38,074 shares 38,074 $1.37M 0.1% +509 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,050 shares; 2024Q4: 13,974 shares; 2025Q1: 14,339 shares; 2025Q2: 14,047 shares; 2025Q3: 14,066 shares; 2025Q4: 13,759 shares 13,759 $1.36M 0.1% -307 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,881 shares; 2025Q4: 21,032 shares 21,032 $1.36M 0.1% +2,151 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,227 shares; 2024Q4: 27,091 shares; 2025Q1: 27,974 shares; 2025Q2: 28,502 shares; 2025Q3: 30,105 shares; 2025Q4: 30,632 shares 30,632 $1.34M 0.1% +527 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,173 shares; 2024Q4: 8,966 shares; 2025Q1: 9,044 shares; 2025Q2: 8,915 shares; 2025Q3: 8,215 shares; 2025Q4: 8,389 shares 8,389 $1.29M 0.09% +174 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,078 shares; 2024Q4: 25,078 shares; 2025Q1: 25,078 shares; 2025Q2: 25,078 shares; 2025Q3: 25,078 shares; 2025Q4: 28,078 shares 28,078 $1.29M 0.09% +3,000 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 3,447 shares; 2025Q1: 3,235 shares; 2025Q2: 2,570 shares; 2025Q3: 2,566 shares; 2025Q4: 3,172 shares 3,172 $1.26M 0.09% +606 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,529 shares; 2024Q4: 47,353 shares; 2025Q1: 45,705 shares; 2025Q2: 43,634 shares; 2025Q3: 27,544 shares; 2025Q4: 27,639 shares 27,639 $1.26M 0.09% +95 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,226 shares; 2024Q4: 9,238 shares; 2025Q1: 9,255 shares; 2025Q2: 9,253 shares; 2025Q3: 9,271 shares; 2025Q4: 9,233 shares 9,233 $1.24M 0.09% -38 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,321 shares; 2024Q4: 6,294 shares; 2025Q1: 4,899 shares; 2025Q2: 4,683 shares; 2025Q3: 5,108 shares; 2025Q4: 5,740 shares 5,740 $1.23M 0.09% +632 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,331 shares; 2025Q3: 21,151 shares; 2025Q4: 21,161 shares 21,161 $1.22M 0.09% +10 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,196 shares; 2024Q4: 21,406 shares; 2025Q1: 21,903 shares; 2025Q2: 19,327 shares; 2025Q3: 6,239 shares; 2025Q4: 5,913 shares 5,913 $1.18M 0.08% -326 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,956 shares; 2024Q4: 2,645 shares; 2025Q1: 2,433 shares; 2025Q2: 2,933 shares; 2025Q3: 3,233 shares; 2025Q4: 3,144 shares 3,144 $1.13M 0.08% -89 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,977 shares; 2024Q4: 3,071 shares; 2025Q1: 3,094 shares; 2025Q2: 3,135 shares; 2025Q3: 2,952 shares; 2025Q4: 2,991 shares 2,991 $1.11M 0.08% +39 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,698 shares; 2024Q4: 27,997 shares; 2025Q1: 27,563 shares; 2025Q2: 27,453 shares; 2025Q3: 27,145 shares; 2025Q4: 26,245 shares 26,245 $1.07M 0.08% -900 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,099 shares; 2024Q4: 5,426 shares; 2025Q1: 5,309 shares; 2025Q2: 5,244 shares; 2025Q3: 5,381 shares; 2025Q4: 5,451 shares 5,451 $1.06M 0.08% +70 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,877 shares; 2024Q4: 51,629 shares; 2025Q1: 52,668 shares; 2025Q2: 52,498 shares; 2025Q3: 53,957 shares; 2025Q4: 59,569 shares 59,569 $1.05M 0.08% +5,612 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 2,156 shares; 2025Q1: 2,169 shares; 2025Q2: 2,167 shares; 2025Q3: 1,876 shares; 2025Q4: 1,862 shares 1,862 $1.05M 0.08% -14 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,758 shares; 2024Q4: 47,807 shares; 2025Q1: 48,566 shares; 2025Q2: 32,447 shares; 2025Q3: 31,952 shares; 2025Q4: 32,152 shares 32,152 $1.05M 0.08% +200 Timeline MINN TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,593 shares 46,593 $1.05M 0.08% new Timeline AOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,812 shares; 2025Q1: 35,705 shares; 2025Q2: 35,705 shares; 2025Q3: 35,705 shares; 2025Q4: 39,505 shares 39,505 $1.05M 0.08% +3,800 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,559 shares; 2025Q2: 11,345 shares; 2025Q3: 11,359 shares; 2025Q4: 11,359 shares 11,359 $1.04M 0.07% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,412 shares; 2025Q1: 8,254 shares; 2025Q2: 8,184 shares; 2025Q3: 8,196 shares; 2025Q4: 7,854 shares 7,854 $1.03M 0.07% -342 Timeline DTEC ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,020 shares; 2024Q4: 22,000 shares; 2025Q1: 21,928 shares; 2025Q2: 21,411 shares; 2025Q3: 21,411 shares; 2025Q4: 21,109 shares 21,109 $1.03M 0.07% -302 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,672 shares; 2024Q4: 4,330 shares; 2025Q1: 4,267 shares; 2025Q2: 4,316 shares; 2025Q3: 4,744 shares; 2025Q4: 4,744 shares 4,744 $1.02M 0.07% 0 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,187 shares; 2024Q4: 18,375 shares; 2025Q1: 20,923 shares; 2025Q2: 20,906 shares; 2025Q3: 20,906 shares; 2025Q4: 20,906 shares 20,906 $983K 0.07% 0 Timeline XLV 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: restricted; 2024Q3: 6,817 shares; 2024Q4: 6,770 shares; 2025Q1: 6,771 shares; 2025Q2: 6,674 shares; 2025Q3: 6,278 shares; 2025Q4: 6,251 shares 6,251 $968K 0.07% -27 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: 2,519 shares; 2025Q1: 2,687 shares; 2025Q2: 2,680 shares; 2025Q3: 2,607 shares; 2025Q4: 2,567 shares 2,567 $959K 0.07% -40 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,389 shares; 2024Q4: 3,326 shares; 2025Q1: 3,356 shares; 2025Q2: 3,337 shares; 2025Q3: 3,348 shares; 2025Q4: 3,251 shares 3,251 $943K 0.07% -97 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,384 shares; 2024Q4: 11,109 shares; 2025Q1: 10,680 shares; 2025Q2: 10,558 shares; 2025Q3: 8,091 shares; 2025Q4: 7,712 shares 7,712 $928K 0.07% -379 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,213 shares; 2024Q4: 19,754 shares; 2025Q1: 7,841 shares; 2025Q2: 7,761 shares; 2025Q3: 7,733 shares; 2025Q4: 7,659 shares 7,659 $926K 0.07% -74 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: restricted; 2024Q3: 28,272 shares; 2024Q4: 26,916 shares; 2025Q1: 25,408 shares; 2025Q2: 23,957 shares; 2025Q3: 23,815 shares; 2025Q4: 22,247 shares 22,247 $914K 0.07% -1,568 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,172 shares; 2024Q4: 9,175 shares; 2025Q1: 8,652 shares; 2025Q2: 9,142 shares; 2025Q3: 9,216 shares; 2025Q4: 13,738 shares 13,738 $913K 0.07% +4,522 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,793 shares; 2024Q4: 14,494 shares; 2025Q1: 14,745 shares; 2025Q2: 15,207 shares; 2025Q3: 15,572 shares; 2025Q4: 15,716 shares 15,716 $906K 0.07% +144 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,442 shares; 2024Q4: 25,442 shares; 2025Q1: 25,442 shares; 2025Q2: 25,442 shares; 2025Q3: 25,182 shares; 2025Q4: 25,180 shares 25,180 $902K 0.06% -2 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,230 shares; 2025Q1: 27,043 shares; 2025Q2: 29,605 shares; 2025Q3: 33,370 shares; 2025Q4: 53,794 shares 53,794 $901K 0.06% +20,424 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,951 shares; 2025Q1: 4,001 shares; 2025Q2: 4,601 shares; 2025Q3: 7,790 shares; 2025Q4: 8,205 shares 8,205 $900K 0.06% +415 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,166 shares; 2025Q1: 3,197 shares; 2025Q2: 3,195 shares; 2025Q3: 2,747 shares; 2025Q4: 2,741 shares 2,741 $897K 0.06% -6 Timeline TJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,562 shares; 2025Q2: 32,933 shares; 2025Q3: 32,753 shares; 2025Q4: 32,753 shares 32,753 $895K 0.06% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 3,161 shares; 2025Q1: 3,815 shares; 2025Q2: 3,796 shares; 2025Q3: 4,026 shares; 2025Q4: 4,074 shares 4,074 $894K 0.06% +48 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,902 shares; 2025Q1: 2,181 shares; 2025Q2: 2,815 shares; 2025Q3: 3,549 shares; 2025Q4: 4,976 shares 4,976 $883K 0.06% +1,427 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: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,201 shares; 2025Q1: 1,323 shares; 2025Q2: 1,357 shares; 2025Q3: 1,518 shares; 2025Q4: 1,524 shares 1,524 $883K 0.06% +6 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: restricted; 2024Q3: 9,084 shares; 2024Q4: 9,719 shares; 2025Q1: 9,724 shares; 2025Q2: 9,707 shares; 2025Q3: 9,713 shares; 2025Q4: 20,188 shares 20,188 $862K 0.06% +10,475 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,233 shares; 2024Q4: 10,233 shares; 2025Q1: 9,689 shares; 2025Q2: 10,952 shares; 2025Q3: 12,042 shares; 2025Q4: 10,484 shares 10,484 $851K 0.06% -1,558 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,661 shares; 2025Q4: 5,558 shares 5,558 $851K 0.06% +2,897 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,818 shares; 2024Q4: 4,736 shares; 2025Q1: 4,639 shares; 2025Q2: 4,559 shares; 2025Q3: 4,500 shares; 2025Q4: 4,313 shares 4,313 $841K 0.06% -187 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: restricted; 2024Q3: 4,564 shares; 2024Q4: 4,564 shares; 2025Q1: 8,960 shares; 2025Q2: 9,387 shares; 2025Q3: 9,680 shares; 2025Q4: 10,813 shares 10,813 $816K 0.06% +1,133 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,758 shares; 2024Q4: 5,831 shares; 2025Q1: 5,840 shares; 2025Q2: 8,830 shares; 2025Q3: 11,364 shares; 2025Q4: 11,380 shares 11,380 $813K 0.06% +16 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 848 shares; 2025Q1: 987 shares; 2025Q2: 1,239 shares; 2025Q3: 1,679 shares; 2025Q4: 1,734 shares 1,734 $813K 0.06% +55 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,881 shares; 2025Q2: 17,414 shares; 2025Q3: 20,467 shares; 2025Q4: 25,005 shares 25,005 $812K 0.06% +4,538 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,606 shares; 2024Q4: 6,296 shares; 2025Q1: 6,388 shares; 2025Q2: 6,659 shares; 2025Q3: 6,659 shares; 2025Q4: 6,449 shares 6,449 $808K 0.06% -210 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,047 shares; 2024Q4: 4,202 shares; 2025Q1: 4,267 shares; 2025Q2: 4,774 shares; 2025Q3: 4,790 shares; 2025Q4: 4,985 shares 4,985 $800K 0.06% +195 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,848 shares; 2024Q4: 20,848 shares; 2025Q1: 20,848 shares; 2025Q2: 20,174 shares; 2025Q3: 20,174 shares; 2025Q4: 18,924 shares 18,924 $793K 0.06% -1,250 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,291 shares; 2024Q4: 16,876 shares; 2025Q1: 17,955 shares; 2025Q2: 17,747 shares; 2025Q3: 17,329 shares; 2025Q4: 17,505 shares 17,505 $789K 0.06% +176 Timeline ABOT ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,768 shares; 2024Q4: 55,399 shares; 2025Q1: 55,416 shares; 2025Q2: 54,046 shares; 2025Q3: 20,391 shares; 2025Q4: 20,152 shares 20,152 $788K 0.06% -239 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 2,682 shares; 2025Q1: 2,782 shares; 2025Q2: 2,711 shares; 2025Q3: 2,742 shares; 2025Q4: 2,458 shares 2,458 $783K 0.06% -284 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,728 shares; 2025Q1: 1,739 shares; 2025Q2: 1,610 shares; 2025Q3: 1,679 shares; 2025Q4: 1,675 shares 1,675 $780K 0.06% -4 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: restricted; 2024Q3: 12,010 shares; 2024Q4: 12,137 shares; 2025Q1: 12,291 shares; 2025Q2: 12,458 shares; 2025Q3: 12,579 shares; 2025Q4: 12,682 shares 12,682 $766K 0.05% +103 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,402 shares; 2024Q4: 13,890 shares; 2025Q1: 13,972 shares; 2025Q2: 6,872 shares; 2025Q3: 7,151 shares; 2025Q4: 9,996 shares 9,996 $762K 0.05% +2,845 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,224 shares; 2024Q4: 10,210 shares; 2025Q1: 11,003 shares; 2025Q2: 10,885 shares; 2025Q3: 10,521 shares; 2025Q4: 10,591 shares 10,591 $759K 0.05% +70 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,683 shares; 2024Q4: 8,233 shares; 2025Q1: 8,058 shares; 2025Q2: 6,471 shares; 2025Q3: 8,919 shares; 2025Q4: 8,938 shares 8,938 $749K 0.05% +19 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: restricted; 2024Q3: 76,237 shares; 2024Q4: 5,794 shares; 2025Q1: 7,095 shares; 2025Q2: 7,593 shares; 2025Q3: 7,698 shares; 2025Q4: 8,096 shares 8,096 $740K 0.05% +398 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 864 shares; 2025Q3: 1,109 shares; 2025Q4: 2,066 shares 2,066 $730K 0.05% +957 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,869 shares; 2024Q4: 3,816 shares; 2025Q1: 3,882 shares; 2025Q2: 5,473 shares; 2025Q3: 5,507 shares; 2025Q4: 5,708 shares 5,708 $728K 0.05% +201 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,185 shares; 2025Q1: 1,225 shares; 2025Q2: 1,255 shares; 2025Q3: 1,257 shares; 2025Q4: 1,272 shares 1,272 $726K 0.05% +15 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,283 shares; 2024Q4: 5,264 shares; 2025Q1: 5,364 shares; 2025Q2: 5,488 shares; 2025Q3: 5,297 shares; 2025Q4: 5,335 shares 5,335 $721K 0.05% +38 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: restricted; 2024Q3: 5,596 shares; 2024Q4: 5,296 shares; 2025Q1: 5,296 shares; 2025Q2: 5,201 shares; 2025Q3: 5,201 shares; 2025Q4: 6,670 shares 6,670 $714K 0.05% +1,469 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,949 shares; 2024Q4: 4,864 shares; 2025Q1: 4,864 shares; 2025Q2: 5,079 shares; 2025Q3: 5,479 shares; 2025Q4: 5,474 shares 5,474 $710K 0.05% -5 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,363 shares; 2024Q4: 15,821 shares; 2025Q1: 14,159 shares; 2025Q2: 14,341 shares; 2025Q3: 14,653 shares; 2025Q4: 14,695 shares 14,695 $703K 0.05% +42 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,071 shares; 2024Q4: 3,989 shares; 2025Q1: 4,061 shares; 2025Q2: 3,914 shares; 2025Q3: 3,934 shares; 2025Q4: 3,825 shares 3,825 $701K 0.05% -109 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,527 shares; 2024Q4: 2,715 shares; 2025Q1: 2,786 shares; 2025Q2: 2,665 shares; 2025Q3: 2,691 shares; 2025Q4: 2,897 shares 2,897 $699K 0.05% +206 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,430 shares; 2024Q4: 10,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108,689 shares; 2025Q4: 119,422 shares 119,422 $696K 0.05% +10,733 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,958 shares; 2024Q4: 21,038 shares; 2025Q1: 20,656 shares; 2025Q2: 21,119 shares; 2025Q3: 21,301 shares; 2025Q4: 21,532 shares 21,532 $690K 0.05% +231 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: restricted; 2024Q3: 5,389 shares; 2024Q4: 5,510 shares; 2025Q1: 5,700 shares; 2025Q2: 5,672 shares; 2025Q3: 5,537 shares; 2025Q4: 7,145 shares 7,145 $681K 0.05% +1,608 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: restricted; 2024Q3: 6,564 shares; 2024Q4: 6,788 shares; 2025Q1: 7,083 shares; 2025Q2: 7,599 shares; 2025Q3: 7,991 shares; 2025Q4: 7,802 shares 7,802 $680K 0.05% -189 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: restricted; 2024Q3: 100,091 shares; 2024Q4: 97,645 shares; 2025Q1: 11,033 shares; 2025Q2: 5,248 shares; 2025Q3: 10,249 shares; 2025Q4: 9,365 shares 9,365 $680K 0.05% -884 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,700 shares 43,700 $656K 0.05% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,450 shares; 2024Q4: 16,870 shares; 2025Q1: 15,970 shares; 2025Q2: 9,211 shares; 2025Q3: 10,538 shares; 2025Q4: 10,078 shares 10,078 $649K 0.05% -460 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,473 shares; 2024Q4: 12,121 shares; 2025Q1: 12,279 shares; 2025Q2: 12,239 shares; 2025Q3: 11,690 shares; 2025Q4: 11,779 shares 11,779 $648K 0.05% +89 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,963 shares; 2024Q4: 5,777 shares; 2025Q1: 7,205 shares; 2025Q2: 7,169 shares; 2025Q3: 6,680 shares; 2025Q4: 6,665 shares 6,665 $642K 0.05% -15 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: restricted; 2024Q3: 8,942 shares; 2024Q4: 9,447 shares; 2025Q1: 10,053 shares; 2025Q2: 11,131 shares; 2025Q3: 11,700 shares; 2025Q4: 11,850 shares 11,850 $637K 0.05% +150 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,030 shares; 2024Q4: 28,136 shares; 2025Q1: 23,642 shares; 2025Q2: 29,833 shares; 2025Q3: 27,556 shares; 2025Q4: 26,057 shares 26,057 $635K 0.05% -1,499 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,666 shares; 2024Q4: 5,670 shares; 2025Q1: 5,672 shares; 2025Q2: 5,675 shares; 2025Q3: 5,553 shares; 2025Q4: 5,558 shares 5,558 $633K 0.05% +5 Timeline HOLA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,645 shares; 2025Q4: 11,997 shares 11,997 $627K 0.04% +352 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,464 shares; 2024Q4: 6,464 shares; 2025Q1: 6,464 shares; 2025Q2: 6,064 shares; 2025Q3: 6,064 shares; 2025Q4: 6,064 shares 6,064 $626K 0.04% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,169 shares; 2024Q4: 3,186 shares; 2025Q1: 3,678 shares; 2025Q2: 3,728 shares; 2025Q3: 3,778 shares; 2025Q4: 3,773 shares 3,773 $607K 0.04% -5 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,987 shares; 2024Q4: 12,988 shares; 2025Q1: 12,988 shares; 2025Q2: 12,762 shares; 2025Q3: 12,703 shares; 2025Q4: 12,704 shares 12,704 $604K 0.04% +1 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 518 shares; 2025Q3: 778 shares; 2025Q4: 922 shares 922 $603K 0.04% +144 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,140 shares; 2024Q4: 8,143 shares; 2025Q1: 8,761 shares; 2025Q2: 8,729 shares; 2025Q3: 8,707 shares; 2025Q4: 8,638 shares 8,638 $599K 0.04% -69 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 3,752 shares; 2025Q1: 3,691 shares; 2025Q2: 3,712 shares; 2025Q3: 3,728 shares; 2025Q4: 3,859 shares 3,859 $593K 0.04% +131 Timeline SMAX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,003 shares; 2025Q1: 22,005 shares; 2025Q2: 22,005 shares; 2025Q3: 21,929 shares; 2025Q4: 21,934 shares 21,934 $591K 0.04% +5 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,204 shares; 2024Q4: 6,482 shares; 2025Q1: 6,625 shares; 2025Q2: 7,120 shares; 2025Q3: 7,455 shares; 2025Q4: 7,296 shares 7,296 $586K 0.04% -159 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: restricted; 2024Q3: 19,818 shares; 2024Q4: 19,367 shares; 2025Q1: 18,838 shares; 2025Q2: 18,333 shares; 2025Q3: 18,322 shares; 2025Q4: 18,322 shares 18,322 $581K 0.04% 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: restricted; 2024Q3: 19,579 shares; 2024Q4: 19,579 shares; 2025Q1: 19,579 shares; 2025Q2: 19,579 shares; 2025Q3: 19,579 shares; 2025Q4: 19,579 shares 19,579 $580K 0.04% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,639 shares; 2024Q4: 2,531 shares; 2025Q1: 2,433 shares; 2025Q2: 1,677 shares; 2025Q3: 990 shares; 2025Q4: 850 shares 850 $573K 0.04% -140 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,962 shares; 2024Q4: 29,573 shares; 2025Q1: 29,861 shares; 2025Q2: 30,524 shares; 2025Q3: 30,159 shares; 2025Q4: 34,579 shares 34,579 $570K 0.04% +4,420 Timeline MAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,281 shares; 2024Q4: 32,281 shares; 2025Q1: 25,963 shares; 2025Q2: 25,963 shares; 2025Q3: 20,195 shares; 2025Q4: 20,195 shares 20,195 $569K 0.04% 0 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,027 shares; 2025Q4: 20,886 shares 20,886 $567K 0.04% +11,859 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,511 shares; 2025Q1: 14,906 shares; 2025Q2: 14,792 shares; 2025Q3: 12,605 shares; 2025Q4: 12,836 shares 12,836 $567K 0.04% +231 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,168 shares; 2024Q4: 13,174 shares; 2025Q1: 13,175 shares; 2025Q2: 13,178 shares; 2025Q3: 13,181 shares; 2025Q4: 12,333 shares 12,333 $566K 0.04% -848 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: restricted; 2024Q3: 16,377 shares; 2024Q4: 16,622 shares; 2025Q1: 14,207 shares; 2025Q2: 9,760 shares; 2025Q3: 7,080 shares; 2025Q4: 7,460 shares 7,460 $566K 0.04% +380 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,221 shares; 2025Q1: 11,865 shares; 2025Q2: 9,993 shares; 2025Q3: 10,131 shares; 2025Q4: 11,348 shares 11,348 $563K 0.04% +1,217 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 375 shares; 2025Q3: 354 shares; 2025Q4: 638 shares 638 $561K 0.04% +284 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,469 shares; 2024Q4: 6,472 shares; 2025Q1: 6,472 shares; 2025Q2: 6,972 shares; 2025Q3: 6,972 shares; 2025Q4: 6,975 shares 6,975 $561K 0.04% +3 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,150 shares; 2024Q4: 11,675 shares; 2025Q1: 13,439 shares; 2025Q2: 12,399 shares; 2025Q3: 12,376 shares; 2025Q4: 12,447 shares 12,447 $556K 0.04% +71 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: restricted; 2024Q3: 4,728 shares; 2024Q4: 4,728 shares; 2025Q1: 4,728 shares; 2025Q2: 4,728 shares; 2025Q3: 4,728 shares; 2025Q4: 4,728 shares 4,728 $556K 0.04% 0 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,054 shares; 2024Q4: 18,765 shares; 2025Q1: 17,834 shares; 2025Q2: 17,640 shares; 2025Q3: 15,911 shares; 2025Q4: 15,683 shares 15,683 $554K 0.04% -228 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,870 shares; 2024Q4: 10,870 shares; 2025Q1: 10,870 shares; 2025Q2: 16,894 shares; 2025Q3: 16,894 shares; 2025Q4: 16,705 shares 16,705 $552K 0.04% -189 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: restricted; 2024Q3: 11,513 shares; 2024Q4: 11,513 shares; 2025Q1: 11,519 shares; 2025Q2: 11,519 shares; 2025Q3: 11,524 shares; 2025Q4: 11,524 shares 11,524 $551K 0.04% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,420 shares; 2024Q4: 17,420 shares; 2025Q1: 18,420 shares; 2025Q2: 18,420 shares; 2025Q3: 18,420 shares; 2025Q4: 18,420 shares 18,420 $544K 0.04% 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,263 shares; 2025Q3: 3,263 shares; 2025Q4: 4,327 shares 4,327 $537K 0.04% +1,064 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,526 shares; 2024Q4: 10,526 shares; 2025Q1: 10,272 shares; 2025Q2: 10,252 shares; 2025Q3: 9,486 shares; 2025Q4: 12,654 shares 12,654 $524K 0.04% +3,168 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,527 shares; 2025Q4: 13,837 shares 13,837 $523K 0.04% +1,310 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,676 shares; 2024Q4: 9,731 shares; 2025Q1: 9,784 shares; 2025Q2: 9,840 shares; 2025Q3: 9,902 shares; 2025Q4: 9,963 shares 9,963 $522K 0.04% +61 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 738 shares; 2025Q1: 622 shares; 2025Q2: 709 shares; 2025Q3: 693 shares; 2025Q4: 3,397 shares 3,397 $520K 0.04% +2,704 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,699 shares 31,699 $520K 0.04% new 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: restricted; 2024Q3: 15,386 shares; 2024Q4: 15,358 shares; 2025Q1: 15,343 shares; 2025Q2: 15,305 shares; 2025Q3: 15,305 shares; 2025Q4: 14,753 shares 14,753 $514K 0.04% -552 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,114 shares 5,114 $511K 0.04% +114 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,043 shares; 2025Q4: 6,008 shares 6,008 $508K 0.04% -35 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,334 shares; 2025Q3: 13,284 shares; 2025Q4: 12,184 shares 12,184 $508K 0.04% -1,100 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,380 shares; 2025Q4: 7,062 shares 7,062 $506K 0.04% +682 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,298 shares; 2024Q4: 4,310 shares; 2025Q1: 4,347 shares; 2025Q2: 5,191 shares; 2025Q3: 5,207 shares; 2025Q4: 5,264 shares 5,264 $506K 0.04% +57 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,147 shares; 2025Q1: 1,169 shares; 2025Q2: 950 shares; 2025Q3: 1,015 shares; 2025Q4: 989 shares 989 $505K 0.04% -26 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,323 shares; 2025Q2: 18,323 shares; 2025Q3: 18,323 shares; 2025Q4: 18,323 shares 18,323 $501K 0.04% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,863 shares; 2025Q3: 1,622 shares; 2025Q4: 1,739 shares 1,739 $496K 0.04% +117 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,816 shares; 2024Q4: 24,356 shares; 2025Q1: 23,369 shares; 2025Q2: 23,346 shares; 2025Q3: 23,350 shares; 2025Q4: 23,389 shares 23,389 $489K 0.04% +39 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,286 shares; 2024Q4: 2,780 shares; 2025Q1: 2,780 shares; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares; 2025Q4: 2,880 shares 2,880 $488K 0.04% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,762 shares; 2025Q3: 1,767 shares; 2025Q4: 1,771 shares 1,771 $488K 0.04% +4 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,868 shares; 2024Q4: 13,868 shares; 2025Q1: 13,868 shares; 2025Q2: 12,951 shares; 2025Q3: 12,951 shares; 2025Q4: 12,951 shares 12,951 $484K 0.03% 0 Timeline GOAU ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,069 shares; 2024Q4: 11,272 shares; 2025Q1: 11,272 shares; 2025Q2: 11,272 shares; 2025Q3: 11,272 shares; 2025Q4: 11,359 shares 11,359 $483K 0.03% +87 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: restricted; 2024Q3: not reported; 2024Q4: 1,298 shares; 2025Q1: 1,540 shares; 2025Q2: 3,120 shares; 2025Q3: 3,186 shares; 2025Q4: 3,157 shares 3,157 $480K 0.03% -29 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,192 shares; 2024Q4: 9,192 shares; 2025Q1: 7,518 shares; 2025Q2: 6,601 shares; 2025Q3: 6,601 shares; 2025Q4: 6,601 shares 6,601 $471K 0.03% 0 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,443 shares; 2024Q4: 19,773 shares; 2025Q1: 19,946 shares; 2025Q2: 19,642 shares; 2025Q3: 19,799 shares; 2025Q4: 19,261 shares 19,261 $469K 0.03% -538 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,741 shares; 2024Q4: 2,173 shares; 2025Q1: 2,167 shares; 2025Q2: 2,168 shares; 2025Q3: 2,148 shares; 2025Q4: 2,113 shares 2,113 $464K 0.03% -35 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,840 shares; 2024Q4: 7,764 shares; 2025Q1: 7,788 shares; 2025Q2: 7,781 shares; 2025Q3: 7,782 shares; 2025Q4: 7,635 shares 7,635 $462K 0.03% -147 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,681 shares; 2024Q4: 12,681 shares; 2025Q1: 13,664 shares; 2025Q2: 14,929 shares; 2025Q3: 16,010 shares; 2025Q4: 15,391 shares 15,391 $459K 0.03% -619 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,646 shares; 2024Q4: 2,683 shares; 2025Q1: 2,612 shares; 2025Q2: 2,338 shares; 2025Q3: 1,513 shares; 2025Q4: 1,273 shares 1,273 $446K 0.03% -240 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,315 shares; 2024Q4: 2,861 shares; 2025Q1: 3,188 shares; 2025Q2: 3,162 shares; 2025Q3: 3,163 shares; 2025Q4: 3,167 shares 3,167 $441K 0.03% +4 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,091 shares; 2024Q4: 18,816 shares; 2025Q1: 16,098 shares; 2025Q2: 16,098 shares; 2025Q3: 15,054 shares; 2025Q4: 14,950 shares 14,950 $435K 0.03% -104 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 378 shares; 2025Q1: 387 shares; 2025Q2: 398 shares; 2025Q3: 399 shares; 2025Q4: 401 shares 401 $429K 0.03% +2 Timeline TOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,055 shares 16,055 $426K 0.03% new Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,803 shares; 2025Q4: 32,138 shares 32,138 $424K 0.03% -8,665 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,048 shares; 2024Q4: 7,648 shares; 2025Q1: 7,648 shares; 2025Q2: 7,470 shares; 2025Q3: 9,133 shares; 2025Q4: 9,133 shares 9,133 $424K 0.03% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,089 shares; 2024Q4: 7,033 shares; 2025Q1: 7,296 shares; 2025Q2: 6,960 shares; 2025Q3: 6,378 shares; 2025Q4: 6,388 shares 6,388 $422K 0.03% +10 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,990 shares; 2025Q1: 14,091 shares; 2025Q2: 14,301 shares; 2025Q3: 14,281 shares; 2025Q4: 16,373 shares 16,373 $421K 0.03% +2,092 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,447 shares; 2024Q4: 6,041 shares; 2025Q1: 6,041 shares; 2025Q2: 5,690 shares; 2025Q3: 9,501 shares; 2025Q4: 8,289 shares 8,289 $421K 0.03% -1,212 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: restricted; 2024Q3: 13,954 shares; 2024Q4: 13,703 shares; 2025Q1: 13,663 shares; 2025Q2: 13,555 shares; 2025Q3: 13,555 shares; 2025Q4: 13,219 shares 13,219 $419K 0.03% -336 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,757 shares; 2025Q4: 28,262 shares 28,262 $417K 0.03% +3,505 Timeline KEMQ KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,933 shares; 2025Q4: 16,903 shares 16,903 $417K 0.03% +7,970 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,128 shares; 2024Q4: 15,874 shares; 2025Q1: 13,119 shares; 2025Q2: 5,591 shares; 2025Q3: 5,403 shares; 2025Q4: 7,180 shares 7,180 $416K 0.03% +1,777 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,754 shares; 2024Q4: 18,866 shares; 2025Q1: 16,249 shares; 2025Q2: 16,145 shares; 2025Q3: 16,250 shares; 2025Q4: 16,404 shares 16,404 $414K 0.03% +154 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 2,564 shares; 2025Q1: 2,340 shares; 2025Q2: 2,301 shares; 2025Q3: 2,308 shares; 2025Q4: 2,376 shares 2,376 $412K 0.03% +68 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,099 shares; 2024Q4: 5,014 shares; 2025Q1: 5,066 shares; 2025Q2: 10,154 shares; 2025Q3: 10,190 shares; 2025Q4: 10,244 shares 10,244 $411K 0.03% +54 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,842 shares; 2025Q4: 7,842 shares 7,842 $406K 0.03% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 886 shares; 2025Q1: 811 shares; 2025Q2: 819 shares; 2025Q3: 813 shares; 2025Q4: 825 shares 825 $405K 0.03% +12 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,377 shares; 2024Q4: not reported; 2025Q1: 11,086 shares; 2025Q2: 21,090 shares; 2025Q3: 15,371 shares; 2025Q4: 20,953 shares 20,953 $402K 0.03% +5,582 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,403 shares; 2024Q4: 3,352 shares; 2025Q1: 4,759 shares; 2025Q2: 4,735 shares; 2025Q3: 4,735 shares; 2025Q4: 4,764 shares 4,764 $401K 0.03% +29 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,764 shares; 2024Q4: 4,507 shares; 2025Q1: 4,507 shares; 2025Q2: 4,577 shares; 2025Q3: 4,579 shares; 2025Q4: 4,632 shares 4,632 $400K 0.03% +53 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,141 shares; 2024Q4: 32,478 shares; 2025Q1: 31,128 shares; 2025Q2: 31,128 shares; 2025Q3: 31,128 shares; 2025Q4: 11,850 shares 11,850 $399K 0.03% -19,278 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,069 shares; 2024Q4: 3,458 shares; 2025Q1: 4,194 shares; 2025Q2: 4,157 shares; 2025Q3: 3,648 shares; 2025Q4: 2,730 shares 2,730 $391K 0.03% -918 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $387K 0.03% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,570 shares; 2024Q4: 5,737 shares; 2025Q1: 5,950 shares; 2025Q2: 6,014 shares; 2025Q3: 5,355 shares; 2025Q4: 5,538 shares 5,538 $387K 0.03% +183 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,750 shares; 2024Q4: 21,022 shares; 2025Q1: 14,022 shares; 2025Q2: 15,244 shares; 2025Q3: 12,072 shares; 2025Q4: 7,550 shares 7,550 $385K 0.03% -4,522 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 365 shares; 2025Q1: 355 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 359 shares 359 $384K 0.03% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,163 shares; 2024Q4: 18,371 shares; 2025Q1: 18,584 shares; 2025Q2: 18,426 shares; 2025Q3: 18,567 shares; 2025Q4: 18,811 shares 18,811 $381K 0.03% +244 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 1,020 shares; 2025Q1: 1,235 shares; 2025Q2: 1,125 shares; 2025Q3: 964 shares; 2025Q4: 783 shares 783 $379K 0.03% -181 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,612 shares; 2025Q3: 13,179 shares; 2025Q4: 10,966 shares 10,966 $378K 0.03% -2,213 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,689 shares; 2025Q1: 1,690 shares; 2025Q2: 1,692 shares; 2025Q3: 1,693 shares; 2025Q4: 1,780 shares 1,780 $376K 0.03% +87 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,884 shares; 2024Q4: 3,870 shares; 2025Q1: 3,880 shares; 2025Q2: 3,905 shares; 2025Q3: 3,880 shares; 2025Q4: 3,901 shares 3,901 $374K 0.03% +21 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,590 shares; 2025Q1: 7,265 shares; 2025Q2: 7,590 shares; 2025Q3: 9,475 shares; 2025Q4: 7,695 shares 7,695 $374K 0.03% -1,780 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: restricted; 2024Q3: 26,951 shares; 2024Q4: 11,098 shares; 2025Q1: 9,798 shares; 2025Q2: 10,504 shares; 2025Q3: 7,740 shares; 2025Q4: 7,740 shares 7,740 $371K 0.03% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,718 shares; 2024Q4: 7,700 shares; 2025Q1: 8,132 shares; 2025Q2: 8,128 shares; 2025Q3: 6,928 shares; 2025Q4: 4,978 shares 4,978 $366K 0.03% -1,950 Timeline NAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,318 shares; 2025Q4: 12,318 shares 12,318 $364K 0.03% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,262 shares; 2024Q4: 12,236 shares; 2025Q1: 14,688 shares; 2025Q2: 15,231 shares; 2025Q3: 15,703 shares; 2025Q4: 14,641 shares 14,641 $364K 0.03% -1,062 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,290 shares; 2024Q4: 33,290 shares; 2025Q1: 33,162 shares; 2025Q2: 32,798 shares; 2025Q3: 32,798 shares; 2025Q4: 8,298 shares 8,298 $363K 0.03% -24,500 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: restricted; 2024Q3: 10,526 shares; 2024Q4: 8,687 shares; 2025Q1: 8,830 shares; 2025Q2: 7,164 shares; 2025Q3: 5,908 shares; 2025Q4: 4,577 shares 4,577 $363K 0.03% -1,331 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454,703 shares; 2024Q4: 425,098 shares; 2025Q1: 155,393 shares; 2025Q2: 19,374 shares; 2025Q3: 13,286 shares; 2025Q4: 8,141 shares 8,141 $361K 0.03% -5,145 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,169 shares; 2025Q1: 2,172 shares; 2025Q2: 2,175 shares; 2025Q3: 1,761 shares; 2025Q4: 1,652 shares 1,652 $359K 0.03% -109 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,271 shares; 2024Q4: 12,746 shares; 2025Q1: 12,481 shares; 2025Q2: 11,419 shares; 2025Q3: 10,610 shares; 2025Q4: 10,610 shares 10,610 $359K 0.03% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,050 shares; 2025Q1: 1,057 shares; 2025Q2: 1,065 shares; 2025Q3: 1,035 shares; 2025Q4: 1,039 shares 1,039 $358K 0.03% +4 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,506 shares; 2024Q4: 4,462 shares; 2025Q1: 4,447 shares; 2025Q2: 4,447 shares; 2025Q3: 4,412 shares; 2025Q4: 4,412 shares 4,412 $357K 0.03% 0 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: restricted; 2024Q3: not reported; 2024Q4: 404 shares; 2025Q1: 406 shares; 2025Q2: 951 shares; 2025Q3: 990 shares; 2025Q4: 628 shares 628 $357K 0.03% -362 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,325 shares; 2025Q3: 1,969 shares; 2025Q4: 1,909 shares 1,909 $353K 0.03% -60 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,107 shares; 2024Q4: 22,148 shares; 2025Q1: 20,564 shares; 2025Q2: 21,871 shares; 2025Q3: 22,015 shares; 2025Q4: 18,311 shares 18,311 $350K 0.03% -3,704 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,821 shares; 2025Q4: 15,644 shares 15,644 $347K 0.02% +823 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,783 shares 4,783 $340K 0.02% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 489 shares; 2025Q1: 499 shares; 2025Q2: 497 shares; 2025Q3: 499 shares; 2025Q4: 596 shares 596 $340K 0.02% +97 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 2,678 shares; 2025Q1: 2,567 shares; 2025Q2: 2,553 shares; 2025Q3: 2,509 shares; 2025Q4: 2,525 shares 2,525 $335K 0.02% +16 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,880 shares; 2024Q4: not reported; 2025Q1: 5,774 shares; 2025Q2: 8,546 shares; 2025Q3: 6,811 shares; 2025Q4: 6,579 shares 6,579 $334K 0.02% -232 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 5,218 shares; 2025Q1: 5,223 shares; 2025Q2: 5,228 shares; 2025Q3: 5,217 shares; 2025Q4: 5,221 shares 5,221 $333K 0.02% +4 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,517 shares; 2024Q4: 3,517 shares; 2025Q1: 3,196 shares; 2025Q2: 2,875 shares; 2025Q3: 2,875 shares; 2025Q4: 2,875 shares 2,875 $331K 0.02% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,854 shares; 2025Q1: not reported; 2025Q2: 5,804 shares; 2025Q3: 5,804 shares; 2025Q4: 5,805 shares 5,805 $330K 0.02% +1 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,625 shares; 2024Q4: 12,225 shares; 2025Q1: 11,691 shares; 2025Q2: 11,080 shares; 2025Q3: 9,637 shares; 2025Q4: 9,095 shares 9,095 $329K 0.02% -542 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,649 shares; 2025Q1: 1,563 shares; 2025Q2: 1,411 shares; 2025Q3: 1,275 shares; 2025Q4: 1,133 shares 1,133 $327K 0.02% -142 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,797 shares 2,797 $326K 0.02% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 1,127 shares; 2025Q1: 1,113 shares; 2025Q2: 1,412 shares; 2025Q3: 1,443 shares; 2025Q4: 1,407 shares 1,407 $325K 0.02% -36 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: restricted; 2024Q3: 11,394 shares; 2024Q4: 9,394 shares; 2025Q1: 9,274 shares; 2025Q2: 9,274 shares; 2025Q3: 9,681 shares; 2025Q4: 9,681 shares 9,681 $324K 0.02% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,152 shares; 2024Q4: 2,884 shares; 2025Q1: 2,927 shares; 2025Q2: 2,911 shares; 2025Q3: 2,930 shares; 2025Q4: 2,923 shares 2,923 $322K 0.02% -7 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,791 shares; 2024Q4: 5,791 shares; 2025Q1: 5,791 shares; 2025Q2: 5,836 shares; 2025Q3: 5,836 shares; 2025Q4: 5,836 shares 5,836 $319K 0.02% 0 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,150 shares; 2024Q4: 24,202 shares; 2025Q1: 23,602 shares; 2025Q2: 17,502 shares; 2025Q3: 16,002 shares; 2025Q4: 14,029 shares 14,029 $318K 0.02% -1,973 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,499 shares; 2024Q4: 7,499 shares; 2025Q1: 7,499 shares; 2025Q2: 7,499 shares; 2025Q3: 8,174 shares; 2025Q4: 8,174 shares 8,174 $317K 0.02% 0 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: restricted; 2024Q3: 4,076 shares; 2024Q4: 13,028 shares; 2025Q1: 12,230 shares; 2025Q2: 12,951 shares; 2025Q3: 11,655 shares; 2025Q4: 11,752 shares 11,752 $316K 0.02% +97 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 1,822 shares; 2025Q1: 1,881 shares; 2025Q2: 2,109 shares; 2025Q3: 2,278 shares; 2025Q4: 2,183 shares 2,183 $313K 0.02% -95 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: 4,206 shares; 2025Q1: 4,206 shares; 2025Q2: 4,207 shares; 2025Q3: 4,207 shares; 2025Q4: 4,454 shares 4,454 $311K 0.02% +247 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 154 shares 154 $310K 0.02% +59 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,400 shares; 2025Q3: 11,900 shares; 2025Q4: 11,222 shares 11,222 $310K 0.02% -678 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,665 shares; 2025Q2: not reported; 2025Q3: 8,482 shares; 2025Q4: 9,074 shares 9,074 $304K 0.02% +592 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,090 shares; 2025Q1: 1,097 shares; 2025Q2: 1,098 shares; 2025Q3: 1,101 shares; 2025Q4: 1,051 shares 1,051 $303K 0.02% -50 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,014 shares; 2025Q2: 3,019 shares; 2025Q3: 3,024 shares; 2025Q4: 3,028 shares 3,028 $303K 0.02% +4 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,968 shares; 2025Q2: not reported; 2025Q3: 2,488 shares; 2025Q4: 2,612 shares 2,612 $301K 0.02% +124 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,474 shares; 2024Q4: 3,225 shares; 2025Q1: 3,243 shares; 2025Q2: 2,743 shares; 2025Q3: 2,852 shares; 2025Q4: 2,843 shares 2,843 $299K 0.02% -9 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,092 shares; 2025Q4: 10,092 shares 10,092 $299K 0.02% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 960 shares; 2025Q1: 965 shares; 2025Q2: 964 shares; 2025Q3: 885 shares; 2025Q4: 765 shares 765 $298K 0.02% -120 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,764 shares; 2025Q1: 9,153 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,361 shares 10,361 $297K 0.02% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 634 shares; 2025Q1: 650 shares; 2025Q2: 669 shares; 2025Q3: 686 shares; 2025Q4: 690 shares 690 $294K 0.02% +4 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,111 shares; 2024Q4: 11,355 shares; 2025Q1: 11,169 shares; 2025Q2: 11,512 shares; 2025Q3: 12,132 shares; 2025Q4: 12,656 shares 12,656 $291K 0.02% +524 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: restricted; 2024Q3: 867 shares; 2024Q4: 868 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 958 shares; 2025Q4: 1,003 shares 1,003 $291K 0.02% +45 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,130 shares; 2025Q2: 11,960 shares; 2025Q3: 8,505 shares; 2025Q4: 7,876 shares 7,876 $291K 0.02% -629 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,847 shares; 2024Q4: 8,487 shares; 2025Q1: 7,844 shares; 2025Q2: 7,698 shares; 2025Q3: 6,698 shares; 2025Q4: 6,698 shares 6,698 $290K 0.02% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: not reported; 2025Q1: 3,372 shares; 2025Q2: 3,372 shares; 2025Q3: 3,938 shares; 2025Q4: 3,933 shares 3,933 $289K 0.02% -5 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 2,337 shares; 2025Q1: 2,328 shares; 2025Q2: 2,399 shares; 2025Q3: 2,438 shares; 2025Q4: 2,466 shares 2,466 $289K 0.02% +28 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,358 shares; 2024Q4: 10,960 shares; 2025Q1: 10,024 shares; 2025Q2: 9,977 shares; 2025Q3: 11,743 shares; 2025Q4: 11,578 shares 11,578 $288K 0.02% -165 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,698 shares; 2025Q1: 10,733 shares; 2025Q2: 10,781 shares; 2025Q3: 10,820 shares; 2025Q4: 10,864 shares 10,864 $288K 0.02% +44 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,546 shares; 2025Q2: 2,533 shares; 2025Q3: 2,518 shares; 2025Q4: 2,531 shares 2,531 $288K 0.02% +13 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,817 shares; 2025Q4: 6,406 shares 6,406 $287K 0.02% +589 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,584 shares; 2024Q4: 14,860 shares; 2025Q1: 14,860 shares; 2025Q2: 14,372 shares; 2025Q3: 14,091 shares; 2025Q4: 12,498 shares 12,498 $287K 0.02% -1,593 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: restricted; 2024Q3: 2,504 shares; 2024Q4: 2,234 shares; 2025Q1: 2,642 shares; 2025Q2: 2,623 shares; 2025Q3: 2,625 shares; 2025Q4: 2,627 shares 2,627 $285K 0.02% +2 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,396 shares; 2024Q4: 1,394 shares; 2025Q1: 1,376 shares; 2025Q2: 1,308 shares; 2025Q3: 1,075 shares; 2025Q4: 1,072 shares 1,072 $284K 0.02% -3 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 4,000 shares 4,000 $282K 0.02% +2,000 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,146 shares 1,146 $278K 0.02% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,755 shares; 2024Q4: 12,604 shares; 2025Q1: 13,960 shares; 2025Q2: 13,503 shares; 2025Q3: 13,303 shares; 2025Q4: 14,056 shares 14,056 $277K 0.02% +753 Timeline XLE 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: restricted; 2024Q3: 6,057 shares; 2024Q4: 5,600 shares; 2025Q1: 5,573 shares; 2025Q2: 4,123 shares; 2025Q3: 3,488 shares; 2025Q4: 6,152 shares 6,152 $275K 0.02% +2,664 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,180 shares 2,180 $274K 0.02% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares 51 $274K 0.02% 0 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,375 shares; 2024Q4: 16,222 shares; 2025Q1: 16,222 shares; 2025Q2: 21,222 shares; 2025Q3: 21,276 shares; 2025Q4: 21,310 shares 21,310 $272K 0.02% +34 Timeline GDEN GOLDEN ENTMT INC More: the full row for GOLDEN ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 $272K 0.02% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,711 shares; 2025Q4: 66,413 shares 66,413 $272K 0.02% +25,702 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,144 shares 4,144 $271K 0.02% new Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,046 shares; 2024Q4: not reported; 2025Q1: 12,634 shares; 2025Q2: 11,949 shares; 2025Q3: 10,900 shares; 2025Q4: 8,788 shares 8,788 $268K 0.02% -2,112 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,914 shares; 2025Q1: 4,914 shares; 2025Q2: 4,914 shares; 2025Q3: 4,942 shares; 2025Q4: 5,068 shares 5,068 $267K 0.02% +126 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,086 shares; 2025Q4: 3,107 shares 3,107 $266K 0.02% +21 Timeline NSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,169 shares; 2025Q4: 9,098 shares 9,098 $266K 0.02% -71 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,031 shares 1,031 $265K 0.02% +31 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,048 shares; 2025Q4: 11,848 shares 11,848 $264K 0.02% +1,800 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 579 shares; 2025Q1: 735 shares; 2025Q2: 778 shares; 2025Q3: 774 shares; 2025Q4: 740 shares 740 $260K 0.02% -34 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: restricted; 2024Q3: 654 shares; 2024Q4: 664 shares; 2025Q1: 673 shares; 2025Q2: 685 shares; 2025Q3: 690 shares; 2025Q4: 678 shares 678 $260K 0.02% -12 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,604 shares; 2025Q3: 10,231 shares; 2025Q4: 10,231 shares 10,231 $260K 0.02% 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 980 shares; 2025Q2: 988 shares; 2025Q3: 940 shares; 2025Q4: 948 shares 948 $259K 0.02% +8 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: not reported; 2025Q1: 809 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 767 shares 767 $258K 0.02% -4 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: restricted; 2024Q3: 5,943 shares; 2024Q4: 6,911 shares; 2025Q1: 6,895 shares; 2025Q2: 6,179 shares; 2025Q3: 6,038 shares; 2025Q4: 6,176 shares 6,176 $258K 0.02% +138 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: restricted; 2024Q3: 658 shares; 2024Q4: 572 shares; 2025Q1: not reported; 2025Q2: 595 shares; 2025Q3: 575 shares; 2025Q4: 576 shares 576 $256K 0.02% +1 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,221 shares; 2024Q4: 9,425 shares; 2025Q1: 9,318 shares; 2025Q2: 9,316 shares; 2025Q3: 9,284 shares; 2025Q4: 9,302 shares 9,302 $256K 0.02% +18 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,266 shares 13,266 $254K 0.02% new Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,412 shares; 2025Q2: 10,132 shares; 2025Q3: 11,055 shares; 2025Q4: 10,728 shares 10,728 $253K 0.02% -327 Timeline TAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,700 shares; 2025Q3: 9,700 shares; 2025Q4: 9,700 shares 9,700 $251K 0.02% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 790 shares; 2025Q1: 796 shares; 2025Q2: 795 shares; 2025Q3: 796 shares; 2025Q4: 778 shares 778 $249K 0.02% -18 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,060 shares; 2024Q4: 4,044 shares; 2025Q1: 4,536 shares; 2025Q2: 4,867 shares; 2025Q3: not reported; 2025Q4: 4,611 shares 4,611 $249K 0.02% new Timeline AJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,262 shares; 2024Q4: 14,262 shares; 2025Q1: 12,400 shares; 2025Q2: 9,825 shares; 2025Q3: 9,065 shares; 2025Q4: 8,307 shares 8,307 $241K 0.02% -758 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,305 shares; 2024Q4: 4,111 shares; 2025Q1: 3,714 shares; 2025Q2: 4,496 shares; 2025Q3: 4,559 shares; 2025Q4: 4,449 shares 4,449 $239K 0.02% -110 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 707 shares; 2025Q4: 777 shares 777 $239K 0.02% +70 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,602 shares; 2024Q4: 3,406 shares; 2025Q1: 3,430 shares; 2025Q2: 3,425 shares; 2025Q3: 3,385 shares; 2025Q4: 3,194 shares 3,194 $235K 0.02% -191 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,048 shares; 2025Q2: 7,535 shares; 2025Q3: 6,395 shares; 2025Q4: 6,388 shares 6,388 $235K 0.02% -7 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,549 shares; 2025Q1: 2,678 shares; 2025Q2: 2,683 shares; 2025Q3: 2,687 shares; 2025Q4: 2,617 shares 2,617 $234K 0.02% -70 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: restricted; 2024Q3: 598 shares; 2024Q4: 595 shares; 2025Q1: 599 shares; 2025Q2: 600 shares; 2025Q3: 601 shares; 2025Q4: 600 shares 600 $234K 0.02% -1 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,237 shares 16,237 $233K 0.02% new Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,446 shares; 2025Q3: 8,446 shares; 2025Q4: 8,446 shares 8,446 $232K 0.02% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230 shares 230 $232K 0.02% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,322 shares 2,322 $232K 0.02% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253 shares; 2025Q4: 255 shares 255 $231K 0.02% +2 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 6,199 shares; 2025Q1: 6,349 shares; 2025Q2: 5,985 shares; 2025Q3: 5,987 shares; 2025Q4: 6,076 shares 6,076 $231K 0.02% +89 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,925 shares; 2024Q4: 1,670 shares; 2025Q1: 1,450 shares; 2025Q2: 1,384 shares; 2025Q3: 1,318 shares; 2025Q4: 1,343 shares 1,343 $230K 0.02% +25 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,999 shares; 2025Q4: 9,999 shares 9,999 $228K 0.02% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,146 shares; 2024Q4: not reported; 2025Q1: 6,538 shares; 2025Q2: not reported; 2025Q3: 6,546 shares; 2025Q4: 6,550 shares 6,550 $227K 0.02% +4 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,936 shares; 2024Q4: not reported; 2025Q1: 2,945 shares; 2025Q2: 2,789 shares; 2025Q3: 2,789 shares; 2025Q4: 2,811 shares 2,811 $227K 0.02% +22 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 988 shares 988 $226K 0.02% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,324 shares; 2025Q3: 2,325 shares; 2025Q4: 2,326 shares 2,326 $224K 0.02% +1 Timeline EAOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,248 shares; 2025Q3: 7,305 shares; 2025Q4: 7,419 shares 7,419 $223K 0.02% +114 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,976 shares; 2025Q4: 8,976 shares 8,976 $221K 0.02% 0 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: restricted; 2024Q3: not reported; 2024Q4: 8,802 shares; 2025Q1: 8,965 shares; 2025Q2: 9,159 shares; 2025Q3: 9,359 shares; 2025Q4: 9,565 shares 9,565 $220K 0.02% +206 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: not reported; 2025Q1: 2,142 shares; 2025Q2: 2,869 shares; 2025Q3: 2,675 shares; 2025Q4: 2,609 shares 2,609 $220K 0.02% -66 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,937 shares; 2025Q4: 2,943 shares 2,943 $218K 0.02% +6 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 461 shares; 2025Q3: 361 shares; 2025Q4: 361 shares 361 $218K 0.02% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,311 shares 8,311 $217K 0.02% new Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,515 shares; 2025Q3: 1,515 shares; 2025Q4: 1,516 shares 1,516 $215K 0.02% +1 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,976 shares 7,976 $214K 0.02% new 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: restricted; 2024Q3: 3,925 shares; 2024Q4: 3,544 shares; 2025Q1: 3,633 shares; 2025Q2: 3,615 shares; 2025Q3: 3,544 shares; 2025Q4: 3,419 shares 3,419 $214K 0.02% -125 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,123 shares; 2025Q4: 1,144 shares 1,144 $212K 0.02% +21 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,707 shares; 2025Q4: 2,423 shares 2,423 $212K 0.02% -284 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,243 shares; 2025Q4: 1,258 shares 1,258 $211K 0.02% +15 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 $211K 0.02% 0 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,377 shares 5,377 $210K 0.02% new Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,731 shares 7,731 $206K 0.01% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,380 shares; 2025Q4: 1,385 shares 1,385 $206K 0.01% +5 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,041 shares 2,041 $204K 0.01% new Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,873 shares; 2025Q4: 1,873 shares 1,873 $203K 0.01% 0 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,053 shares; 2024Q4: 15,499 shares; 2025Q1: 13,237 shares; 2025Q2: 12,570 shares; 2025Q3: 12,570 shares; 2025Q4: 12,576 shares 12,576 $202K 0.01% +6 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,850 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $198K 0.01% 0 Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,196 shares; 2025Q1: 15,946 shares; 2025Q2: 22,946 shares; 2025Q3: 17,446 shares; 2025Q4: 22,546 shares 22,546 $188K 0.01% +5,100 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,750 shares; 2025Q1: 17,070 shares; 2025Q2: 12,070 shares; 2025Q3: not reported; 2025Q4: 10,420 shares 10,420 $186K 0.01% new Timeline BTQ BTQ TECHNOLOGIES CORP More: the full row for BTQ TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,615 shares; 2025Q4: 31,940 shares 31,940 $164K 0.01% +1,325 Timeline ABCL ABCELLERA BIOLOGICS INC More: the full row for ABCELLERA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,138 shares; 2025Q4: 47,110 shares 47,110 $161K 0.01% +10,972 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,031 shares; 2024Q4: 12,028 shares; 2025Q1: 12,961 shares; 2025Q2: 11,773 shares; 2025Q3: 11,789 shares; 2025Q4: 11,898 shares 11,898 $156K 0.01% +109 Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,709 shares; 2025Q4: 27,309 shares 27,309 $155K 0.01% +7,600 Timeline CGAU CENTERRA GOLD INC More: the full row for CENTERRA GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $144K 0.01% new Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,749 shares; 2025Q4: 14,749 shares 14,749 $139K 0.01% 0 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 10,000 shares; 2025Q4: 15,000 shares 15,000 $131K 0.01% +5,000 Timeline STRIVE INC STRIVE INC More: the full row for STRIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 166,216 shares 166,216 $123K 0.01% new MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $104K 0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,856 shares 13,856 $104K 0.01% new 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: restricted; 2024Q3: 13,369 shares; 2024Q4: 13,369 shares; 2025Q1: 13,369 shares; 2025Q2: 13,369 shares; 2025Q3: 12,677 shares; 2025Q4: 12,677 shares 12,677 $103K 0.01% 0 Timeline GROY GOLD ROYALTY CORP More: the full row for GOLD ROYALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,025 shares; 2024Q4: 25,025 shares; 2025Q1: 25,025 shares; 2025Q2: 25,025 shares; 2025Q3: 25,025 shares; 2025Q4: 25,025 shares 25,025 $101K 0.01% 0 Timeline TPVG TRIPLEPOINT VENTURE GROWTH B More: the full row for TRIPLEPOINT VENTURE GROWTH B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,517 shares; 2025Q4: 14,825 shares 14,825 $97K 0.01% +308 Timeline ASM AVINO SILVER & GOLD MINES LT More: the full row for AVINO SILVER & GOLD MINES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $93.2K 0.01% new Timeline EOLS EVOLUS INC More: the full row for EVOLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,500 shares; 2025Q2: 13,600 shares; 2025Q3: 12,000 shares; 2025Q4: 12,500 shares 12,500 $83.1K 0.01% +500 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: restricted; 2024Q3: 10,329 shares; 2024Q4: 10,329 shares; 2025Q1: 10,329 shares; 2025Q2: 10,329 shares; 2025Q3: 10,329 shares; 2025Q4: 10,329 shares 10,329 $80.4K 0.01% 0 Timeline XTNT XTANT MED HLDGS INC More: the full row for XTANT MED HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,297 shares 100,297 $78.6K 0.01% new Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,811 shares; 2024Q4: 16,811 shares; 2025Q1: 17,811 shares; 2025Q2: 17,811 shares; 2025Q3: 16,811 shares; 2025Q4: 15,111 shares 15,111 $77.1K 0.01% -1,700 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,246 shares; 2025Q4: 19,779 shares 19,779 $76K 0.01% +7,533 Timeline TGB TASEKO MINES LTD More: the full row for TASEKO MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,350 shares; 2025Q1: 42,350 shares; 2025Q2: 39,850 shares; 2025Q3: 31,600 shares; 2025Q4: 12,350 shares 12,350 $69.9K 0.01% -19,250 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,399 shares; 2024Q4: 14,399 shares; 2025Q1: 14,399 shares; 2025Q2: 19,399 shares; 2025Q3: 19,399 shares; 2025Q4: 14,399 shares 14,399 $64.9K <0.01% -5,000 Timeline VOLATILITY SHS TR VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,100 shares 11,100 $54.7K <0.01% new TMQ TRILOGY METALS INC NEW More: the full row for TRILOGY METALS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $43.1K <0.01% new Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,011 shares 10,011 $41.3K <0.01% new Timeline NFGC NEW FOUND GOLD CORP More: the full row for NEW FOUND GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,389 shares; 2025Q1: 13,389 shares; 2025Q2: 13,389 shares; 2025Q3: 13,389 shares; 2025Q4: 13,389 shares 13,389 $39.8K <0.01% 0 Timeline VGZ VISTA GOLD CORP More: the full row for VISTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,300 shares; 2024Q4: 19,977 shares; 2025Q1: 19,977 shares; 2025Q2: 19,977 shares; 2025Q3: 19,977 shares; 2025Q4: 19,977 shares 19,977 $39.4K <0.01% 0 Timeline HYFT MINDWALK HOLDINGS CORP More: the full row for MINDWALK HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,177 shares; 2025Q4: 13,177 shares 13,177 $24K <0.01% 0 Timeline PZG PARAMOUNT GOLD NEV CORP More: the full row for PARAMOUNT GOLD NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,000 shares 11,000 $13.9K <0.01% new Timeline TRX TRX GOLD CORPORATION More: the full row for TRX GOLD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $9.21K <0.01% new Timeline