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: 1,636,548 shares; 2024Q4: 1,501,433 shares; 2025Q1: 1,469,166 shares; 2025Q2: 1,444,436 shares; 2025Q3: 1,453,589 shares; 2025Q4: 1,430,780 shares 1,430,780 $267M 14.71% -22,809 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: 528,126 shares; 2024Q4: 524,986 shares; 2025Q1: 529,248 shares; 2025Q2: 537,181 shares; 2025Q3: 542,688 shares; 2025Q4: 588,475 shares 588,475 $160M 8.82% +45,787 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: 579,644 shares; 2024Q4: 570,327 shares; 2025Q1: 583,325 shares; 2025Q2: 587,514 shares; 2025Q3: 624,899 shares; 2025Q4: 629,665 shares 629,665 $145M 8.01% +4,766 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: 436,096 shares; 2024Q4: 427,484 shares; 2025Q1: 440,605 shares; 2025Q2: 439,932 shares; 2025Q3: 452,611 shares; 2025Q4: 454,974 shares 454,974 $142M 7.85% +2,363 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: 101,248 shares; 2024Q4: 96,888 shares; 2025Q1: 96,816 shares; 2025Q2: 95,566 shares; 2025Q3: 101,874 shares; 2025Q4: 1,035,401 shares 1,035,401 $97.1M 5.35% +933,527 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: 133,191 shares; 2024Q4: 140,084 shares; 2025Q1: 146,351 shares; 2025Q2: 143,780 shares; 2025Q3: 176,435 shares; 2025Q4: 179,881 shares 179,881 $62.3M 3.43% +3,446 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: 48,032 shares; 2024Q4: 51,031 shares; 2025Q1: 54,938 shares; 2025Q2: 55,594 shares; 2025Q3: 54,715 shares; 2025Q4: 54,643 shares 54,643 $58.7M 3.24% -72 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: 87,717 shares; 2024Q4: 91,343 shares; 2025Q1: 128,290 shares; 2025Q2: 659,678 shares; 2025Q3: 800,395 shares; 2025Q4: 937,037 shares 937,037 $53.6M 2.96% +136,642 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: 36,363 shares; 2024Q4: 41,134 shares; 2025Q1: 48,073 shares; 2025Q2: 55,150 shares; 2025Q3: 63,880 shares; 2025Q4: 65,788 shares 65,788 $37.3M 2.05% +1,908 Timeline SOXL 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: 657,254 shares; 2024Q4: 682,400 shares; 2025Q1: 867,337 shares; 2025Q2: 1,092,236 shares; 2025Q3: 1,031,402 shares; 2025Q4: 849,987 shares 849,987 $35.7M 1.97% -181,415 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: 50,392 shares; 2024Q4: 52,911 shares; 2025Q1: 55,753 shares; 2025Q2: 53,532 shares; 2025Q3: 72,253 shares; 2025Q4: 73,384 shares 73,384 $35.5M 1.96% +1,131 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: 3,309 shares; 2024Q4: 3,362 shares; 2025Q1: 32,512 shares; 2025Q2: 47,912 shares; 2025Q3: 53,117 shares; 2025Q4: 56,342 shares 56,342 $26.4M 1.46% +3,225 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,390 shares; 2024Q4: 24,790 shares; 2025Q1: 27,856 shares; 2025Q2: 29,479 shares; 2025Q3: 30,608 shares; 2025Q4: 31,363 shares 31,363 $24.2M 1.33% +755 Timeline DFEN 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: 349,255 shares; 2024Q4: 384,884 shares; 2025Q1: 407,109 shares; 2025Q2: 406,769 shares; 2025Q3: 381,571 shares; 2025Q4: 352,535 shares 352,535 $22.5M 1.24% -29,036 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,404 shares; 2024Q4: 320,162 shares; 2025Q1: 355,076 shares; 2025Q2: 399,299 shares; 2025Q3: 427,434 shares; 2025Q4: 402,133 shares 402,133 $20.5M 1.13% -25,301 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: 63,254 shares; 2024Q4: 62,846 shares; 2025Q1: 63,997 shares; 2025Q2: 63,701 shares; 2025Q3: 64,759 shares; 2025Q4: 62,549 shares 62,549 $19.6M 1.08% -2,210 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: 47,019 shares; 2024Q4: 58,748 shares; 2025Q1: 59,080 shares; 2025Q2: 57,170 shares; 2025Q3: 57,994 shares; 2025Q4: 59,357 shares 59,357 $19.1M 1.05% +1,363 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: not reported; 2024Q4: 7,995 shares; 2025Q1: 68,450 shares; 2025Q2: 241,619 shares; 2025Q3: 271,586 shares; 2025Q4: 317,764 shares 317,764 $18.5M 1.02% +46,178 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: 45,838 shares; 2024Q4: 49,408 shares; 2025Q1: 48,779 shares; 2025Q2: 47,716 shares; 2025Q3: 51,150 shares; 2025Q4: 51,605 shares 51,605 $18.1M 1% +455 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: 142,320 shares; 2024Q4: 174,010 shares; 2025Q1: 187,098 shares; 2025Q2: 195,310 shares; 2025Q3: 205,386 shares; 2025Q4: 209,540 shares 209,540 $17.1M 0.94% +4,154 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: 45,345 shares; 2024Q4: 47,345 shares; 2025Q1: 47,801 shares; 2025Q2: 47,373 shares; 2025Q3: 49,243 shares; 2025Q4: 49,016 shares 49,016 $16.9M 0.93% -227 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: 177,439 shares; 2024Q4: 170,533 shares; 2025Q1: 279,906 shares; 2025Q2: 291,135 shares; 2025Q3: 298,715 shares; 2025Q4: 296,068 shares 296,068 $15M 0.83% -2,647 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: 26,876 shares; 2024Q4: 32,390 shares; 2025Q1: 30,887 shares; 2025Q2: 30,505 shares; 2025Q3: 32,046 shares; 2025Q4: 31,618 shares 31,618 $14.2M 0.78% -428 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: 121,126 shares; 2024Q4: 111,168 shares; 2025Q1: 108,402 shares; 2025Q2: 110,402 shares; 2025Q3: 108,806 shares; 2025Q4: 111,813 shares 111,813 $13.8M 0.76% +3,007 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: 23,177 shares; 2024Q4: 25,386 shares; 2025Q1: 23,616 shares; 2025Q2: 22,406 shares; 2025Q3: 22,962 shares; 2025Q4: 23,423 shares 23,423 $13.4M 0.74% +461 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,963 shares; 2024Q4: 107,993 shares; 2025Q1: 133,563 shares; 2025Q2: not reported; 2025Q3: 56,498 shares; 2025Q4: 79,309 shares 79,309 $12.8M 0.71% +22,811 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: 56,238 shares; 2024Q4: 65,132 shares; 2025Q1: 60,682 shares; 2025Q2: 57,089 shares; 2025Q3: 59,420 shares; 2025Q4: 59,132 shares 59,132 $12.7M 0.7% -288 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: 13,446 shares; 2024Q4: 14,333 shares; 2025Q1: 15,780 shares; 2025Q2: 14,739 shares; 2025Q3: 18,001 shares; 2025Q4: 19,983 shares 19,983 $12.5M 0.69% +1,982 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,049 shares; 2024Q4: 39,874 shares; 2025Q1: 39,755 shares; 2025Q2: 39,104 shares; 2025Q3: 41,391 shares; 2025Q4: 42,646 shares 42,646 $12.5M 0.69% +1,255 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: 16,284 shares; 2024Q4: 16,467 shares; 2025Q1: 16,535 shares; 2025Q2: 16,110 shares; 2025Q3: 17,727 shares; 2025Q4: 18,183 shares 18,183 $11.2M 0.62% +456 Timeline SPXL 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: 27,949 shares; 2024Q4: 38,383 shares; 2025Q1: 43,006 shares; 2025Q2: 43,939 shares; 2025Q3: 45,724 shares; 2025Q4: 46,872 shares 46,872 $10.3M 0.57% +1,148 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: 62,151 shares; 2024Q4: 52,261 shares; 2025Q1: 52,703 shares; 2025Q2: 51,453 shares; 2025Q3: 47,867 shares; 2025Q4: 46,257 shares 46,257 $9.81M 0.54% -1,610 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: 3,199 shares; 2024Q4: 3,848 shares; 2025Q1: 4,187 shares; 2025Q2: 4,439 shares; 2025Q3: 13,951 shares; 2025Q4: 14,316 shares 14,316 $9.45M 0.52% +365 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,844 shares; 2025Q4: 129,957 shares 129,957 $9.28M 0.51% +113 Timeline TECL 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: 80,462 shares; 2024Q4: 73,540 shares; 2025Q1: 70,857 shares; 2025Q2: 107,356 shares; 2025Q3: 95,701 shares; 2025Q4: 77,619 shares 77,619 $9.12M 0.5% -18,082 Timeline SOXX 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: 36,488 shares; 2024Q4: 32,773 shares; 2025Q1: 31,586 shares; 2025Q2: 30,478 shares; 2025Q3: 29,860 shares; 2025Q4: 29,749 shares 29,749 $8.96M 0.49% -111 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,760 shares; 2024Q4: 10,239 shares; 2025Q1: 10,142 shares; 2025Q2: 10,134 shares; 2025Q3: 10,482 shares; 2025Q4: 10,933 shares 10,933 $8.85M 0.49% +451 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: 12,687 shares; 2024Q4: 15,583 shares; 2025Q1: 14,924 shares; 2025Q2: 15,029 shares; 2025Q3: 16,215 shares; 2025Q4: 17,467 shares 17,467 $8.45M 0.47% +1,252 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,647 shares; 2024Q4: 36,067 shares; 2025Q1: 37,639 shares; 2025Q2: 37,834 shares; 2025Q3: 37,996 shares; 2025Q4: 37,405 shares 37,405 $8.4M 0.46% -591 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: 16,772 shares; 2024Q4: 15,987 shares; 2025Q1: 16,784 shares; 2025Q2: 17,199 shares; 2025Q3: 16,816 shares; 2025Q4: 16,687 shares 16,687 $8.39M 0.46% -129 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: 19,969 shares; 2024Q4: 18,477 shares; 2025Q1: 17,913 shares; 2025Q2: 17,234 shares; 2025Q3: 17,529 shares; 2025Q4: 17,504 shares 17,504 $8.15M 0.45% -25 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: 11,271 shares; 2024Q4: 13,260 shares; 2025Q1: 13,123 shares; 2025Q2: 12,495 shares; 2025Q3: 13,277 shares; 2025Q4: 13,707 shares 13,707 $7.85M 0.43% +430 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: 18,105 shares; 2024Q4: 29,261 shares; 2025Q1: 97,549 shares; 2025Q2: 97,227 shares; 2025Q3: 166,573 shares; 2025Q4: 95,511 shares 95,511 $7.28M 0.4% -71,062 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: 2,772 shares; 2024Q4: 4,112 shares; 2025Q1: 4,307 shares; 2025Q2: 4,372 shares; 2025Q3: 7,840 shares; 2025Q4: 8,062 shares 8,062 $6.95M 0.38% +222 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: 3,326 shares; 2025Q1: 3,589 shares; 2025Q2: 3,048 shares; 2025Q3: 39,278 shares; 2025Q4: 39,331 shares 39,331 $6.73M 0.37% +53 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,996 shares; 2024Q4: 142,250 shares; 2025Q1: 139,475 shares; 2025Q2: 124,050 shares; 2025Q3: 100,648 shares; 2025Q4: 88,699 shares 88,699 $6.59M 0.36% -11,949 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: 6,579 shares; 2024Q4: 6,399 shares; 2025Q1: 5,214 shares; 2025Q2: 6,454 shares; 2025Q3: 9,093 shares; 2025Q4: 9,017 shares 9,017 $6.15M 0.34% -76 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,313 shares; 2025Q3: 66,675 shares; 2025Q4: 133,384 shares 133,384 $5.96M 0.33% +66,709 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,564 shares; 2024Q4: 214,809 shares; 2025Q1: 193,111 shares; 2025Q2: 186,237 shares; 2025Q3: 179,145 shares; 2025Q4: 185,738 shares 185,738 $5.56M 0.31% +6,593 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: 6,878 shares; 2024Q4: 6,511 shares; 2025Q1: 7,046 shares; 2025Q2: 7,448 shares; 2025Q3: 8,957 shares; 2025Q4: 7,834 shares 7,834 $5.37M 0.3% -1,123 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 5,762 shares; 2025Q1: 11,044 shares; 2025Q2: 11,675 shares; 2025Q3: 11,965 shares; 2025Q4: 11,767 shares 11,767 $5.33M 0.29% -198 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: 8,996 shares; 2024Q4: 9,988 shares; 2025Q1: 10,375 shares; 2025Q2: 11,281 shares; 2025Q3: 15,186 shares; 2025Q4: 15,498 shares 15,498 $5.2M 0.29% +312 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,142 shares; 2024Q4: 31,006 shares; 2025Q1: 37,746 shares; 2025Q2: 34,540 shares; 2025Q3: 38,025 shares; 2025Q4: 37,984 shares 37,984 $5.16M 0.28% -41 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,018 shares; 2024Q4: 60,315 shares; 2025Q1: 60,054 shares; 2025Q2: 60,427 shares; 2025Q3: 60,901 shares; 2025Q4: 61,340 shares 61,340 $5.06M 0.28% +439 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: 1,525 shares; 2024Q4: 1,269 shares; 2025Q1: 2,056 shares; 2025Q2: 2,282 shares; 2025Q3: 11,396 shares; 2025Q4: 12,014 shares 12,014 $4.76M 0.26% +618 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,081 shares; 2025Q4: 8,044 shares 8,044 $4.67M 0.26% -37 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,249 shares; 2024Q4: 9,350 shares; 2025Q1: 9,833 shares; 2025Q2: 10,205 shares; 2025Q3: 10,873 shares; 2025Q4: 11,570 shares 11,570 $4.6M 0.25% +697 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: 5,625 shares; 2024Q4: 6,311 shares; 2025Q1: 6,526 shares; 2025Q2: 6,098 shares; 2025Q3: 19,653 shares; 2025Q4: 19,660 shares 19,660 $4.49M 0.25% +7 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: 63,895 shares; 2024Q4: 62,220 shares; 2025Q1: 57,505 shares; 2025Q2: 62,455 shares; 2025Q3: 62,222 shares; 2025Q4: 55,254 shares 55,254 $4.43M 0.24% -6,968 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: 8,382 shares; 2024Q4: 7,466 shares; 2025Q1: 7,576 shares; 2025Q2: 7,836 shares; 2025Q3: 8,231 shares; 2025Q4: 8,523 shares 8,523 $4.35M 0.24% +292 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: 27,185 shares; 2024Q4: 29,805 shares; 2025Q1: 26,052 shares; 2025Q2: 33,530 shares; 2025Q3: 23,862 shares; 2025Q4: 22,859 shares 22,859 $4.06M 0.22% -1,003 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,993 shares; 2025Q3: 10,439 shares; 2025Q4: 10,780 shares 10,780 $3.88M 0.21% +341 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: 17,508 shares; 2024Q4: 21,822 shares; 2025Q1: 21,526 shares; 2025Q2: 21,755 shares; 2025Q3: 24,384 shares; 2025Q4: 25,359 shares 25,359 $3.86M 0.21% +975 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: 22,964 shares; 2024Q4: 24,449 shares; 2025Q1: 24,635 shares; 2025Q2: 22,310 shares; 2025Q3: 32,444 shares; 2025Q4: 34,018 shares 34,018 $3.79M 0.21% +1,574 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,995 shares; 2024Q4: 187,345 shares; 2025Q1: 182,661 shares; 2025Q2: 160,093 shares; 2025Q3: 153,218 shares; 2025Q4: 146,887 shares 146,887 $3.64M 0.2% -6,331 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,983 shares; 2024Q4: 74,650 shares; 2025Q1: 76,070 shares; 2025Q2: 71,901 shares; 2025Q3: 72,771 shares; 2025Q4: 71,315 shares 71,315 $3.57M 0.2% -1,456 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,281 shares 8,281 $3.5M 0.19% new 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: 14,137 shares; 2024Q4: 20,422 shares; 2025Q1: 25,955 shares; 2025Q2: 758 shares; 2025Q3: 4,483 shares; 2025Q4: 9,516 shares 9,516 $3.36M 0.19% +5,033 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,942 shares; 2024Q4: 16,982 shares; 2025Q1: 16,769 shares; 2025Q2: 16,700 shares; 2025Q3: 17,283 shares; 2025Q4: 16,625 shares 16,625 $3.13M 0.17% -658 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,813 shares; 2024Q4: 13,216 shares; 2025Q1: 17,940 shares; 2025Q2: 24,291 shares; 2025Q3: 39,708 shares; 2025Q4: 52,328 shares 52,328 $2.87M 0.16% +12,620 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,416 shares; 2024Q4: 4,632 shares; 2025Q1: 4,597 shares; 2025Q2: 4,245 shares; 2025Q3: 14,402 shares; 2025Q4: 13,337 shares 13,337 $2.71M 0.15% -1,065 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: 5,675 shares; 2024Q4: 5,877 shares; 2025Q1: 5,798 shares; 2025Q2: 5,928 shares; 2025Q3: 5,773 shares; 2025Q4: 6,204 shares 6,204 $2.65M 0.15% +431 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: 872 shares; 2024Q4: 1,103 shares; 2025Q1: 1,216 shares; 2025Q2: 1,195 shares; 2025Q3: 1,240 shares; 2025Q4: 1,259 shares 1,259 $2.54M 0.14% +19 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: 1,027 shares; 2024Q4: 1,403 shares; 2025Q1: 1,601 shares; 2025Q2: 3,262 shares; 2025Q3: 3,169 shares; 2025Q4: 3,264 shares 3,264 $2.46M 0.14% +95 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,724 shares; 2025Q4: 25,017 shares 25,017 $2.39M 0.13% +293 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: 13,410 shares; 2024Q4: 27,386 shares; 2025Q1: 25,116 shares; 2025Q2: 21,009 shares; 2025Q3: 22,783 shares; 2025Q4: 22,541 shares 22,541 $2.37M 0.13% -242 Timeline AMZU 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: 21,500 shares; 2024Q4: 21,522 shares; 2025Q1: 43,922 shares; 2025Q2: 68,074 shares; 2025Q3: 68,270 shares; 2025Q4: 67,287 shares 67,287 $2.35M 0.13% -983 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: 41,958 shares; 2024Q4: 59,463 shares; 2025Q1: 49,013 shares; 2025Q2: 35,819 shares; 2025Q3: 28,093 shares; 2025Q4: 28,260 shares 28,260 $2.27M 0.13% +167 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: 21,231 shares; 2024Q4: 22,241 shares; 2025Q1: 21,700 shares; 2025Q2: 22,459 shares; 2025Q3: 33,998 shares; 2025Q4: 29,946 shares 29,946 $2.26M 0.12% -4,052 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: 702 shares; 2024Q4: 730 shares; 2025Q1: 908 shares; 2025Q2: 864 shares; 2025Q3: 2,337 shares; 2025Q4: 2,435 shares 2,435 $2.14M 0.12% +98 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: 6,547 shares; 2024Q4: 6,194 shares; 2025Q1: 6,407 shares; 2025Q2: 6,748 shares; 2025Q3: 6,686 shares; 2025Q4: 6,491 shares 6,491 $1.98M 0.11% -195 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: 25,004 shares; 2024Q4: 22,959 shares; 2025Q1: 21,852 shares; 2025Q2: 15,875 shares; 2025Q3: 11,278 shares; 2025Q4: 11,633 shares 11,633 $1.96M 0.11% +355 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,165 shares; 2024Q4: 30,729 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,560 shares; 2025Q4: 7,723 shares 7,723 $1.87M 0.1% +4,163 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: 24,634 shares; 2024Q4: 19,136 shares; 2025Q1: 16,968 shares; 2025Q2: 15,665 shares; 2025Q3: 14,829 shares; 2025Q4: 13,087 shares 13,087 $1.85M 0.1% -1,742 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,951 shares; 2024Q4: 15,955 shares; 2025Q1: 15,689 shares; 2025Q2: 14,632 shares; 2025Q3: 13,835 shares; 2025Q4: 13,341 shares 13,341 $1.81M 0.1% -494 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: 1,514 shares; 2024Q4: 1,566 shares; 2025Q1: 1,594 shares; 2025Q2: 1,861 shares; 2025Q3: 5,428 shares; 2025Q4: 5,954 shares 5,954 $1.81M 0.1% +526 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: 6,141 shares; 2024Q4: 6,482 shares; 2025Q1: 6,092 shares; 2025Q2: 6,115 shares; 2025Q3: 6,977 shares; 2025Q4: 6,865 shares 6,865 $1.76M 0.1% -112 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: 31,846 shares; 2024Q4: 25,913 shares; 2025Q1: 22,971 shares; 2025Q2: 15,807 shares; 2025Q3: 15,688 shares; 2025Q4: 14,609 shares 14,609 $1.76M 0.1% -1,079 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,323 shares; 2025Q4: 9,503 shares 9,503 $1.75M 0.1% +180 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: 5,992 shares; 2024Q4: 5,709 shares; 2025Q1: 5,759 shares; 2025Q2: 5,741 shares; 2025Q3: 5,946 shares; 2025Q4: 7,924 shares 7,924 $1.72M 0.09% +1,978 Timeline XMMO 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: not reported; 2025Q2: not reported; 2025Q3: 12,642 shares; 2025Q4: 12,046 shares 12,046 $1.67M 0.09% -596 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,113 shares; 2024Q4: 3,942 shares; 2025Q1: 3,777 shares; 2025Q2: 7,686 shares; 2025Q3: 7,074 shares; 2025Q4: 6,279 shares 6,279 $1.62M 0.09% -795 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: 220,790 shares; 2024Q4: 260,201 shares; 2025Q1: 245,592 shares; 2025Q2: 17,457 shares; 2025Q3: 24,774 shares; 2025Q4: 24,509 shares 24,509 $1.62M 0.09% -265 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: 5,262 shares; 2024Q4: 5,639 shares; 2025Q1: 5,601 shares; 2025Q2: 5,378 shares; 2025Q3: 5,440 shares; 2025Q4: 4,832 shares 4,832 $1.55M 0.09% -608 Timeline BRK-A 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.08% 0 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: 2,909 shares; 2024Q4: 3,445 shares; 2025Q1: 2,940 shares; 2025Q2: 4,599 shares; 2025Q3: 5,105 shares; 2025Q4: 7,585 shares 7,585 $1.48M 0.08% +2,480 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN 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: 451 shares; 2025Q3: 1,672 shares; 2025Q4: 1,674 shares 1,674 $1.47M 0.08% +2 Timeline OKLO OKLO INC More: the full row for OKLO 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: 17,600 shares; 2025Q4: 20,261 shares 20,261 $1.45M 0.08% +2,661 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: 18,619 shares; 2024Q4: 21,722 shares; 2025Q1: 21,964 shares; 2025Q2: 22,637 shares; 2025Q3: 26,033 shares; 2025Q4: 25,073 shares 25,073 $1.38M 0.08% -960 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: 14,209 shares; 2024Q4: 13,587 shares; 2025Q1: 12,419 shares; 2025Q2: 14,148 shares; 2025Q3: 13,668 shares; 2025Q4: 14,171 shares 14,171 $1.36M 0.08% +503 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: 2,149 shares; 2024Q4: 1,756 shares; 2025Q1: 1,918 shares; 2025Q2: 2,427 shares; 2025Q3: 2,998 shares; 2025Q4: 2,727 shares 2,727 $1.33M 0.07% -271 Timeline NVOX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,122 shares 59,122 $1.29M 0.07% new 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: 6,154 shares; 2024Q4: 7,190 shares; 2025Q1: 6,591 shares; 2025Q2: 6,232 shares; 2025Q3: 8,179 shares; 2025Q4: 7,897 shares 7,897 $1.27M 0.07% -282 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: 6,972 shares; 2024Q4: 19,191 shares; 2025Q1: 26,200 shares; 2025Q2: 26,244 shares; 2025Q3: 31,837 shares; 2025Q4: 45,638 shares 45,638 $1.25M 0.07% +13,801 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: 22,979 shares; 2024Q4: 22,589 shares; 2025Q1: 23,648 shares; 2025Q2: 24,192 shares; 2025Q3: 22,963 shares; 2025Q4: 21,474 shares 21,474 $1.24M 0.07% -1,489 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,254 shares; 2024Q4: 4,654 shares; 2025Q1: 4,461 shares; 2025Q2: 4,397 shares; 2025Q3: 9,448 shares; 2025Q4: 23,084 shares 23,084 $1.21M 0.07% +13,636 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: 2,040 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,209 shares; 2025Q3: 3,130 shares; 2025Q4: 9,310 shares 9,310 $1.17M 0.06% +6,180 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,864 shares; 2024Q4: 13,755 shares; 2025Q1: 13,553 shares; 2025Q2: 13,646 shares; 2025Q3: 14,100 shares; 2025Q4: 14,579 shares 14,579 $1.13M 0.06% +479 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 852 shares 852 $1.13M 0.06% new 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: 2,020 shares; 2024Q4: 2,410 shares; 2025Q1: 1,826 shares; 2025Q2: 3,818 shares; 2025Q3: 5,401 shares; 2025Q4: 6,001 shares 6,001 $1.1M 0.06% +600 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,619 shares; 2024Q4: 9,516 shares; 2025Q1: 9,221 shares; 2025Q2: 9,971 shares; 2025Q3: 14,226 shares; 2025Q4: 14,760 shares 14,760 $1.09M 0.06% +534 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: 2,753 shares; 2024Q4: 3,041 shares; 2025Q1: 3,436 shares; 2025Q2: 4,193 shares; 2025Q3: 3,672 shares; 2025Q4: 3,796 shares 3,796 $1.08M 0.06% +124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,374 shares; 2025Q4: 15,489 shares 15,489 $1.08M 0.06% +115 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,495 shares; 2024Q4: 4,020 shares; 2025Q1: 9,863 shares; 2025Q2: 15,184 shares; 2025Q3: 20,336 shares; 2025Q4: 25,757 shares 25,757 $1.04M 0.06% +5,421 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91 shares; 2025Q3: 185 shares; 2025Q4: 187 shares 187 $1M 0.06% +2 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: 77,167 shares; 2024Q4: 79,450 shares; 2025Q1: 16,057 shares; 2025Q2: 17,214 shares; 2025Q3: 19,498 shares; 2025Q4: 20,194 shares 20,194 $1M 0.06% +696 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: 10,402 shares; 2024Q4: 11,335 shares; 2025Q1: 13,051 shares; 2025Q2: 14,259 shares; 2025Q3: 15,856 shares; 2025Q4: 15,936 shares 15,936 $996K 0.05% +80 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,240 shares; 2024Q4: 16,874 shares; 2025Q1: 14,647 shares; 2025Q2: 13,800 shares; 2025Q3: 13,689 shares; 2025Q4: 13,496 shares 13,496 $992K 0.05% -193 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,449 shares; 2024Q4: 10,615 shares; 2025Q1: 14,744 shares; 2025Q2: 12,259 shares; 2025Q3: 10,676 shares; 2025Q4: 20,575 shares 20,575 $947K 0.05% +9,899 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,536 shares; 2024Q4: not reported; 2025Q1: 8,861 shares; 2025Q2: 8,766 shares; 2025Q3: 23,123 shares; 2025Q4: 12,746 shares 12,746 $926K 0.05% -10,377 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: 465 shares; 2024Q4: 757 shares; 2025Q1: 565 shares; 2025Q2: 1,186 shares; 2025Q3: 1,351 shares; 2025Q4: 1,533 shares 1,533 $875K 0.05% +182 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,950 shares; 2025Q4: 29,854 shares 29,854 $856K 0.05% +15,904 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,533 shares; 2025Q4: 11,595 shares 11,595 $852K 0.05% +62 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,100 shares; 2024Q4: 9,100 shares; 2025Q1: 8,100 shares; 2025Q2: 8,100 shares; 2025Q3: 8,100 shares; 2025Q4: 8,060 shares 8,060 $830K 0.05% -40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,140 shares; 2025Q3: 5,857 shares; 2025Q4: 6,115 shares 6,115 $826K 0.05% +258 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: not reported; 2024Q4: 899 shares; 2025Q1: 881 shares; 2025Q2: 1,403 shares; 2025Q3: 2,823 shares; 2025Q4: 2,344 shares 2,344 $824K 0.05% -479 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 9,748 shares 9,748 $796K 0.04% new Timeline LQD 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: 8,314 shares; 2024Q4: 6,874 shares; 2025Q1: 6,616 shares; 2025Q2: 6,524 shares; 2025Q3: 5,661 shares; 2025Q4: 7,019 shares 7,019 $773K 0.04% +1,358 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 2,461 shares; 2025Q3: 2,527 shares; 2025Q4: 2,600 shares 2,600 $768K 0.04% +73 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: 110,665 shares; 2024Q4: 125,350 shares; 2025Q1: 119,041 shares; 2025Q2: 6,192 shares; 2025Q3: 9,475 shares; 2025Q4: 6,380 shares 6,380 $767K 0.04% -3,095 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,200 shares; 2025Q4: 9,200 shares 9,200 $762K 0.04% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,997 shares; 2024Q4: 2,628 shares; 2025Q1: 2,674 shares; 2025Q2: 2,574 shares; 2025Q3: 2,284 shares; 2025Q4: 2,217 shares 2,217 $752K 0.04% -67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,436 shares; 2025Q4: 27,281 shares 27,281 $750K 0.04% -155 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: 2,750 shares; 2024Q4: 2,744 shares; 2025Q1: 2,585 shares; 2025Q2: 3,156 shares; 2025Q3: 3,249 shares; 2025Q4: 3,234 shares 3,234 $748K 0.04% -15 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: 5,237 shares; 2024Q4: 5,123 shares; 2025Q1: 4,851 shares; 2025Q2: 4,840 shares; 2025Q3: 4,830 shares; 2025Q4: 4,503 shares 4,503 $722K 0.04% -327 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: 701 shares; 2025Q1: 740 shares; 2025Q2: 736 shares; 2025Q3: 854 shares; 2025Q4: 1,104 shares 1,104 $721K 0.04% +250 Timeline TQQQ 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: 4,416 shares; 2024Q4: 4,179 shares; 2025Q1: 5,451 shares; 2025Q2: 8,393 shares; 2025Q3: 6,829 shares; 2025Q4: 13,646 shares 13,646 $719K 0.04% +6,817 Timeline AIBU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,493 shares; 2025Q4: 14,493 shares 14,493 $716K 0.04% +7,000 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,486 shares; 2024Q4: 37,403 shares; 2025Q1: 31,329 shares; 2025Q2: 22,301 shares; 2025Q3: 21,478 shares; 2025Q4: 19,181 shares 19,181 $695K 0.04% -2,297 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: 1,714 shares; 2025Q3: 9,433 shares; 2025Q4: 9,665 shares 9,665 $692K 0.04% +232 Timeline PFF 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: 24,151 shares; 2024Q4: 22,495 shares; 2025Q1: 20,368 shares; 2025Q2: 24,168 shares; 2025Q3: 22,830 shares; 2025Q4: 22,291 shares 22,291 $690K 0.04% -539 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,353 shares 3,353 $687K 0.04% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,754 shares; 2025Q4: 5,970 shares 5,970 $675K 0.04% +1,216 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: 27,328 shares; 2024Q4: 28,801 shares; 2025Q1: 26,739 shares; 2025Q2: 29,896 shares; 2025Q3: 29,777 shares; 2025Q4: 26,980 shares 26,980 $672K 0.04% -2,797 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,796 shares; 2024Q4: 11,552 shares; 2025Q1: 3,151 shares; 2025Q2: not reported; 2025Q3: 8,632 shares; 2025Q4: 9,817 shares 9,817 $671K 0.04% +1,185 Timeline 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: 2,832 shares; 2024Q4: 13,934 shares; 2025Q1: 15,664 shares; 2025Q2: 21,568 shares; 2025Q3: 20,357 shares; 2025Q4: 20,390 shares 20,390 $665K 0.04% +33 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: 4,442 shares; 2024Q4: 3,619 shares; 2025Q1: 3,314 shares; 2025Q2: 2,966 shares; 2025Q3: 2,918 shares; 2025Q4: 3,210 shares 3,210 $664K 0.04% +292 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,817 shares; 2025Q3: 3,443 shares; 2025Q4: 3,110 shares 3,110 $659K 0.04% -333 Timeline IEFA 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: 3,365 shares; 2024Q4: 14,952 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,638 shares; 2025Q4: 7,359 shares 7,359 $658K 0.04% -4,279 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: 4,896 shares; 2024Q4: 3,863 shares; 2025Q1: 3,840 shares; 2025Q2: 5,104 shares; 2025Q3: 4,923 shares; 2025Q4: 6,583 shares 6,583 $658K 0.04% +1,660 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: 30,588 shares; 2024Q4: 29,242 shares; 2025Q1: 19,255 shares; 2025Q2: 17,886 shares; 2025Q3: 23,630 shares; 2025Q4: 24,703 shares 24,703 $647K 0.04% +1,073 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: not reported; 2024Q4: not reported; 2025Q1: 428 shares; 2025Q2: 479 shares; 2025Q3: 559 shares; 2025Q4: 601 shares 601 $643K 0.04% +42 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: 1,903 shares; 2024Q4: 2,083 shares; 2025Q1: 2,001 shares; 2025Q2: 1,700 shares; 2025Q3: 1,953 shares; 2025Q4: 2,073 shares 2,073 $638K 0.04% +120 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: 1,905 shares; 2024Q4: 1,981 shares; 2025Q1: 2,059 shares; 2025Q2: 2,135 shares; 2025Q3: 2,108 shares; 2025Q4: 4,365 shares 4,365 $628K 0.03% +2,257 Timeline SGOV 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: 2,057 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,985 shares 5,985 $601K 0.03% new 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: not reported; 2025Q1: 1,139 shares; 2025Q2: 2,452 shares; 2025Q3: 1,540 shares; 2025Q4: 2,373 shares 2,373 $600K 0.03% +833 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,401 shares; 2025Q3: 15,728 shares; 2025Q4: 11,745 shares 11,745 $594K 0.03% -3,983 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: not reported; 2024Q4: 662 shares; 2025Q1: not reported; 2025Q2: 646 shares; 2025Q3: 972 shares; 2025Q4: 877 shares 877 $591K 0.03% -95 Timeline CURE 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: 10,723 shares; 2024Q4: 10,235 shares; 2025Q1: 10,085 shares; 2025Q2: 6,167 shares; 2025Q3: 5,763 shares; 2025Q4: 5,222 shares 5,222 $583K 0.03% -541 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: 7,267 shares; 2024Q4: 7,303 shares; 2025Q1: 7,020 shares; 2025Q2: 7,115 shares; 2025Q3: 6,768 shares; 2025Q4: 5,698 shares 5,698 $569K 0.03% -1,070 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 924 shares; 2025Q1: 946 shares; 2025Q2: 945 shares; 2025Q3: 889 shares; 2025Q4: 849 shares 849 $562K 0.03% -40 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP 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: 14,252 shares; 2025Q4: 14,252 shares 14,252 $561K 0.03% 0 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: not reported; 2024Q4: 1,319 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,967 shares; 2025Q4: 1,892 shares 1,892 $560K 0.03% -75 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: 49,885 shares; 2024Q4: 38,716 shares; 2025Q1: 4,088 shares; 2025Q2: 4,421 shares; 2025Q3: 4,253 shares; 2025Q4: 3,655 shares 3,655 $555K 0.03% -598 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: 6,048 shares; 2024Q4: 5,363 shares; 2025Q1: 4,493 shares; 2025Q2: 3,799 shares; 2025Q3: 4,440 shares; 2025Q4: 3,863 shares 3,863 $554K 0.03% -577 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,812 shares; 2024Q4: 139,844 shares; 2025Q1: 125,869 shares; 2025Q2: 84,719 shares; 2025Q3: 75,177 shares; 2025Q4: 54,317 shares 54,317 $553K 0.03% -20,860 Timeline IJT 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: 3,713 shares; 2025Q3: 3,903 shares; 2025Q4: 3,903 shares 3,903 $551K 0.03% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,109 shares; 2025Q4: 5,142 shares 5,142 $551K 0.03% +33 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: 2,040 shares; 2025Q1: not reported; 2025Q2: 2,051 shares; 2025Q3: 9,081 shares; 2025Q4: 3,957 shares 3,957 $518K 0.03% -5,124 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: 739 shares; 2024Q4: 821 shares; 2025Q1: 838 shares; 2025Q2: 1,256 shares; 2025Q3: 1,613 shares; 2025Q4: 1,597 shares 1,597 $509K 0.03% -16 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,058 shares; 2025Q4: 7,191 shares 7,191 $502K 0.03% +133 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: 1,049 shares; 2024Q4: 858 shares; 2025Q1: not reported; 2025Q2: 1,164 shares; 2025Q3: 1,155 shares; 2025Q4: 1,519 shares 1,519 $501K 0.03% +364 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,848 shares; 2025Q3: 7,299 shares; 2025Q4: 8,022 shares 8,022 $501K 0.03% +723 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,227 shares; 2025Q4: 2,594 shares 2,594 $497K 0.03% +367 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,257 shares; 2025Q1: 11,972 shares; 2025Q2: 12,388 shares; 2025Q3: 16,262 shares; 2025Q4: 12,515 shares 12,515 $485K 0.03% -3,747 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: 5,104 shares; 2024Q4: 5,092 shares; 2025Q1: not reported; 2025Q2: 5,614 shares; 2025Q3: 6,400 shares; 2025Q4: 6,197 shares 6,197 $477K 0.03% -203 Timeline FDIG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,930 shares; 2025Q4: 12,387 shares 12,387 $477K 0.03% +457 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,458 shares; 2025Q4: 18,073 shares 18,073 $474K 0.03% +4,615 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 999 shares; 2025Q3: 2,243 shares; 2025Q4: 2,070 shares 2,070 $468K 0.03% -173 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: 7,626 shares; 2024Q4: 7,098 shares; 2025Q1: 7,429 shares; 2025Q2: 6,411 shares; 2025Q3: 6,005 shares; 2025Q4: 5,542 shares 5,542 $467K 0.03% -463 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,847 shares; 2024Q4: 130,982 shares; 2025Q1: 127,475 shares; 2025Q2: 106,530 shares; 2025Q3: 159,988 shares; 2025Q4: 61,781 shares 61,781 $466K 0.03% -98,207 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR 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: 16,410 shares; 2025Q4: 16,157 shares 16,157 $465K 0.03% -253 Timeline HYG 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: 7,313 shares; 2024Q4: 7,254 shares; 2025Q1: 5,640 shares; 2025Q2: 6,414 shares; 2025Q3: 5,931 shares; 2025Q4: 5,739 shares 5,739 $463K 0.03% -192 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 5,266 shares; 2025Q4: 5,434 shares 5,434 $455K 0.03% +168 Timeline VT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,207 shares 3,207 $452K 0.02% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,572 shares; 2025Q4: 5,271 shares 5,271 $446K 0.02% +1,699 Timeline MRBK MERIDIAN CORP More: the full row for MERIDIAN 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: 25,000 shares; 2025Q4: 25,000 shares 25,000 $440K 0.02% 0 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: not reported; 2024Q4: 6,770 shares; 2025Q1: 7,630 shares; 2025Q2: 7,525 shares; 2025Q3: 13,562 shares; 2025Q4: 13,707 shares 13,707 $439K 0.02% +145 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,110 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,117 shares; 2025Q4: 2,117 shares 2,117 $435K 0.02% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,305 shares; 2024Q4: 3,069 shares; 2025Q1: 2,961 shares; 2025Q2: 2,716 shares; 2025Q3: 2,608 shares; 2025Q4: 2,473 shares 2,473 $434K 0.02% -135 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,092 shares; 2024Q4: 16,290 shares; 2025Q1: 16,359 shares; 2025Q2: 16,392 shares; 2025Q3: 11,936 shares; 2025Q4: 11,831 shares 11,831 $430K 0.02% -105 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: not reported; 2024Q4: not reported; 2025Q1: 4,704 shares; 2025Q2: 5,731 shares; 2025Q3: 5,000 shares; 2025Q4: 5,807 shares 5,807 $427K 0.02% +807 Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,871 shares; 2024Q4: 55,670 shares; 2025Q1: 76,920 shares; 2025Q2: 98,100 shares; 2025Q3: 99,100 shares; 2025Q4: 101,600 shares 101,600 $423K 0.02% +2,500 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: 431 shares; 2025Q1: 443 shares; 2025Q2: 405 shares; 2025Q3: 406 shares; 2025Q4: 391 shares 391 $418K 0.02% -15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,690 shares; 2025Q4: 7,617 shares 7,617 $417K 0.02% -73 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,072 shares 7,072 $415K 0.02% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,302 shares; 2024Q4: 7,939 shares; 2025Q1: 7,623 shares; 2025Q2: 7,412 shares; 2025Q3: 7,228 shares; 2025Q4: 6,661 shares 6,661 $414K 0.02% -567 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,219 shares; 2025Q1: 1,244 shares; 2025Q2: 1,929 shares; 2025Q3: 1,948 shares; 2025Q4: 1,942 shares 1,942 $405K 0.02% -6 Timeline NVDU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,047 shares; 2025Q3: 4,172 shares; 2025Q4: 3,336 shares 3,336 $393K 0.02% -836 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,961 shares; 2025Q4: 2,961 shares 2,961 $392K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,645 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,074 shares 6,074 $391K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,658 shares; 2025Q4: 5,799 shares 5,799 $390K 0.02% -2,859 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,421 shares; 2025Q4: 2,406 shares 2,406 $390K 0.02% -15 Timeline MPLX MPLX LP More: the full row for MPLX LP 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: 7,875 shares; 2025Q4: 7,269 shares 7,269 $388K 0.02% -606 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS 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: 1,824 shares; 2025Q3: 1,219 shares; 2025Q4: 1,196 shares 1,196 $388K 0.02% -23 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: not reported; 2025Q2: not reported; 2025Q3: 6,190 shares; 2025Q4: 6,506 shares 6,506 $386K 0.02% +316 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,363 shares; 2024Q4: 3,617 shares; 2025Q1: 3,316 shares; 2025Q2: 2,855 shares; 2025Q3: 2,548 shares; 2025Q4: 2,293 shares 2,293 $373K 0.02% -255 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,450 shares; 2025Q1: 1,585 shares; 2025Q2: 1,385 shares; 2025Q3: 1,623 shares; 2025Q4: 1,585 shares 1,585 $372K 0.02% -38 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 3,276 shares; 2025Q1: 1,551 shares; 2025Q2: 1,571 shares; 2025Q3: 1,798 shares; 2025Q4: 1,647 shares 1,647 $371K 0.02% -151 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: 11,766 shares; 2024Q4: 26,840 shares; 2025Q1: 12,057 shares; 2025Q2: 11,800 shares; 2025Q3: 10,206 shares; 2025Q4: 9,667 shares 9,667 $357K 0.02% -539 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: 1,567 shares; 2025Q1: not reported; 2025Q2: 1,560 shares; 2025Q3: 2,475 shares; 2025Q4: 2,350 shares 2,350 $349K 0.02% -125 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,490 shares; 2025Q4: 1,961 shares 1,961 $348K 0.02% +471 Timeline DFAC 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: 5,885 shares; 2025Q4: 8,490 shares 8,490 $336K 0.02% +2,605 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: not reported; 2024Q4: not reported; 2025Q1: 1,441 shares; 2025Q2: 1,629 shares; 2025Q3: 2,144 shares; 2025Q4: 2,151 shares 2,151 $332K 0.02% +7 Timeline OEF 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: 1,027 shares; 2024Q4: 941 shares; 2025Q1: 942 shares; 2025Q2: 893 shares; 2025Q3: 890 shares; 2025Q4: 963 shares 963 $330K 0.02% +73 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: 1,286 shares; 2024Q4: 1,145 shares; 2025Q1: not reported; 2025Q2: 1,724 shares; 2025Q3: 1,797 shares; 2025Q4: 1,655 shares 1,655 $329K 0.02% -142 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS 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: 3,045 shares; 2025Q4: 3,045 shares 3,045 $327K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,364 shares; 2025Q4: 2,790 shares 2,790 $327K 0.02% +426 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,381 shares; 2024Q4: 6,930 shares; 2025Q1: 3,030 shares; 2025Q2: 4,071 shares; 2025Q3: 4,080 shares; 2025Q4: 4,221 shares 4,221 $327K 0.02% +141 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: 5,201 shares; 2024Q4: 5,794 shares; 2025Q1: 5,070 shares; 2025Q2: 4,699 shares; 2025Q3: 5,496 shares; 2025Q4: 4,671 shares 4,671 $327K 0.02% -825 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,360 shares; 2025Q4: 18,340 shares 18,340 $325K 0.02% -20 Timeline AZTA AZENTA INC More: the full row for AZENTA 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: 9,750 shares 9,750 $324K 0.02% -250 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,355 shares; 2024Q4: 9,008 shares; 2025Q1: 8,623 shares; 2025Q2: 6,291 shares; 2025Q3: 6,271 shares; 2025Q4: 6,096 shares 6,096 $321K 0.02% -175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,322 shares; 2025Q3: 2,562 shares; 2025Q4: 2,561 shares 2,561 $321K 0.02% -1 Timeline BANKFINANCIAL CORP BANKFINANCIAL CORP More: the full row for BANKFINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,824 shares; 2024Q4: 33,824 shares; 2025Q1: 26,667 shares; 2025Q2: 26,667 shares; 2025Q3: 26,667 shares; 2025Q4: 26,667 shares 26,667 $320K 0.02% 0 FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,544 shares; 2025Q4: 5,974 shares 5,974 $317K 0.02% +1,430 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS 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: 1,951 shares; 2025Q4: 2,480 shares 2,480 $317K 0.02% +529 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,835 shares; 2024Q4: 2,765 shares; 2025Q1: 3,199 shares; 2025Q2: 2,599 shares; 2025Q3: 2,754 shares; 2025Q4: 3,175 shares 3,175 $316K 0.02% +421 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 798 shares; 2025Q3: 808 shares; 2025Q4: 1,278 shares 1,278 $316K 0.02% +470 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,309 shares; 2024Q4: 2,314 shares; 2025Q1: 2,019 shares; 2025Q2: 2,157 shares; 2025Q3: 2,201 shares; 2025Q4: 2,029 shares 2,029 $315K 0.02% -172 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: 2,818 shares; 2024Q4: 2,792 shares; 2025Q1: 2,192 shares; 2025Q2: 3,350 shares; 2025Q3: 2,429 shares; 2025Q4: 2,190 shares 2,190 $314K 0.02% -239 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: 1,881 shares; 2024Q4: 2,036 shares; 2025Q1: 2,188 shares; 2025Q2: 1,988 shares; 2025Q3: 1,951 shares; 2025Q4: 2,012 shares 2,012 $311K 0.02% +61 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: 1,487 shares; 2024Q4: 3,204 shares; 2025Q1: 1,149 shares; 2025Q2: 1,026 shares; 2025Q3: 1,077 shares; 2025Q4: 1,260 shares 1,260 $310K 0.02% +183 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: 648 shares; 2024Q4: 861 shares; 2025Q1: 693 shares; 2025Q2: 894 shares; 2025Q3: 956 shares; 2025Q4: 935 shares 935 $306K 0.02% -21 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,700 shares; 2025Q4: 5,502 shares 5,502 $304K 0.02% -198 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,334 shares; 2025Q3: 1,335 shares; 2025Q4: 1,416 shares 1,416 $298K 0.02% +81 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: 6,975 shares; 2024Q4: 7,275 shares; 2025Q1: 6,139 shares; 2025Q2: 8,968 shares; 2025Q3: 5,996 shares; 2025Q4: 5,506 shares 5,506 $297K 0.02% -490 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: 4,275 shares; 2024Q4: 2,782 shares; 2025Q1: 2,471 shares; 2025Q2: 1,176 shares; 2025Q3: 6,134 shares; 2025Q4: 1,541 shares 1,541 $294K 0.02% -4,593 Timeline HROW HARROW INC More: the full row for HARROW 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: 6,000 shares; 2025Q4: 6,000 shares 6,000 $294K 0.02% 0 Timeline CXDO CREXENDO INC More: the full row for CREXENDO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,722 shares; 2024Q4: 44,722 shares; 2025Q1: 44,722 shares; 2025Q2: 44,722 shares; 2025Q3: 44,722 shares; 2025Q4: 44,722 shares 44,722 $289K 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: 781 shares; 2025Q2: 886 shares; 2025Q3: 1,058 shares; 2025Q4: 1,051 shares 1,051 $287K 0.02% -7 Timeline DGRO 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: 3,930 shares; 2025Q1: 3,994 shares; 2025Q2: not reported; 2025Q3: 5,165 shares; 2025Q4: 4,125 shares 4,125 $286K 0.02% -1,040 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: 1,312 shares; 2024Q4: 1,401 shares; 2025Q1: 1,558 shares; 2025Q2: 1,143 shares; 2025Q3: 976 shares; 2025Q4: 1,078 shares 1,078 $286K 0.02% +102 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: not reported; 2025Q3: not reported; 2025Q4: 2,291 shares 2,291 $285K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 9,894 shares; 2025Q2: not reported; 2025Q3: 10,865 shares; 2025Q4: 10,575 shares 10,575 $285K 0.02% -290 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,669 shares; 2025Q4: 9,587 shares 9,587 $284K 0.02% +918 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: 3,614 shares; 2024Q4: 2,496 shares; 2025Q1: 3,047 shares; 2025Q2: 3,029 shares; 2025Q3: 2,953 shares; 2025Q4: 2,837 shares 2,837 $281K 0.02% -116 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: 2,104 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,406 shares; 2025Q4: 6,259 shares 6,259 $281K 0.02% +2,853 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,018 shares; 2025Q4: 3,239 shares 3,239 $275K 0.02% +221 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: 2,014 shares; 2024Q4: 2,364 shares; 2025Q1: 2,414 shares; 2025Q2: 2,099 shares; 2025Q3: 1,994 shares; 2025Q4: 2,044 shares 2,044 $271K 0.01% +50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,739 shares; 2025Q3: not reported; 2025Q4: 2,469 shares 2,469 $263K 0.01% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,555 shares; 2025Q1: 18,854 shares; 2025Q2: 19,258 shares; 2025Q3: 8,700 shares; 2025Q4: 8,941 shares 8,941 $262K 0.01% +241 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART 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: 5,961 shares 5,961 $261K 0.01% new Timeline CB CHUBB LIMITED More: the full row for CHUBB 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: 706 shares; 2025Q3: 861 shares; 2025Q4: 835 shares 835 $261K 0.01% -26 Timeline QYLD 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: not reported; 2025Q4: 14,519 shares 14,519 $257K 0.01% new Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 4,001 shares; 2025Q2: 4,001 shares; 2025Q3: 4,001 shares; 2025Q4: 4,001 shares 4,001 $256K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,149 shares 3,149 $256K 0.01% new Timeline IDV 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: 6,376 shares; 2025Q4: 6,386 shares 6,386 $252K 0.01% +10 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: 4,706 shares; 2024Q4: 4,762 shares; 2025Q1: 4,600 shares; 2025Q2: 6,543 shares; 2025Q3: 7,140 shares; 2025Q4: 6,631 shares 6,631 $252K 0.01% -509 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC 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: 1,168 shares; 2025Q4: 1,168 shares 1,168 $251K 0.01% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,656 shares 4,656 $251K 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,817 shares; 2025Q4: 1,817 shares 1,817 $251K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 928 shares; 2025Q3: 651 shares; 2025Q4: 673 shares 673 $249K 0.01% +22 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,663 shares; 2024Q4: 28,592 shares; 2025Q1: 26,481 shares; 2025Q2: 26,840 shares; 2025Q3: 30,241 shares; 2025Q4: 24,792 shares 24,792 $247K 0.01% -5,449 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,074 shares; 2025Q3: 5,289 shares; 2025Q4: 4,900 shares 4,900 $244K 0.01% -389 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: not reported; 2025Q2: not reported; 2025Q3: 4,555 shares; 2025Q4: 2,672 shares 2,672 $244K 0.01% -1,883 Timeline FAS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,426 shares 1,426 $240K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 2,383 shares; 2025Q1: 2,250 shares; 2025Q2: 2,148 shares; 2025Q3: 2,166 shares; 2025Q4: 2,167 shares 2,167 $237K 0.01% +1 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: 648 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 494 shares 494 $234K 0.01% new 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: 7,077 shares; 2024Q4: 3,945 shares; 2025Q1: 3,440 shares; 2025Q2: 3,250 shares; 2025Q3: 3,210 shares; 2025Q4: 2,180 shares 2,180 $233K 0.01% -1,030 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 383 shares; 2025Q4: 380 shares 380 $230K 0.01% -3 Timeline IJK 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: 2,759 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,550 shares; 2025Q3: 2,467 shares; 2025Q4: 2,344 shares 2,344 $227K 0.01% -123 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 358 shares; 2025Q4: 361 shares 361 $225K 0.01% +3 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 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: 1,636 shares; 2025Q4: 1,733 shares 1,733 $224K 0.01% +97 Timeline NVDL 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: 4,680 shares; 2024Q4: 4,530 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,528 shares 2,528 $222K 0.01% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,774 shares; 2024Q4: 4,809 shares; 2025Q1: 4,845 shares; 2025Q2: 4,889 shares; 2025Q3: 3,792 shares; 2025Q4: 3,792 shares 3,792 $222K 0.01% 0 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: 290 shares; 2024Q4: 406 shares; 2025Q1: 371 shares; 2025Q2: 288 shares; 2025Q3: 323 shares; 2025Q4: 1,446 shares 1,446 $222K 0.01% +1,123 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,020 shares; 2025Q4: 2,000 shares 2,000 $220K 0.01% -20 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,575 shares 2,575 $220K 0.01% new Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,730 shares; 2024Q4: 10,806 shares; 2025Q1: 10,807 shares; 2025Q2: 10,809 shares; 2025Q3: 10,810 shares; 2025Q4: 9,292 shares 9,292 $218K 0.01% -1,518 Timeline QDVO 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,433 shares 7,433 $216K 0.01% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG 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: 1,467 shares; 2025Q4: 1,471 shares 1,471 $216K 0.01% +4 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 582 shares 582 $215K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,181 shares 6,181 $215K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,233 shares; 2025Q3: 1,290 shares; 2025Q4: 1,235 shares 1,235 $214K 0.01% -55 Timeline NTSX 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: 3,887 shares; 2025Q4: 3,887 shares 3,887 $213K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,860 shares; 2025Q3: 1,500 shares; 2025Q4: 3,000 shares 3,000 $211K 0.01% +1,500 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: not reported; 2024Q4: not reported; 2025Q1: 6,892 shares; 2025Q2: 5,209 shares; 2025Q3: not reported; 2025Q4: 5,141 shares 5,141 $209K 0.01% new Timeline AME AMETEK INC More: the full row for AMETEK 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: 1,018 shares 1,018 $209K 0.01% new Timeline TBG 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: not reported; 2025Q1: 6,313 shares; 2025Q2: 6,350 shares; 2025Q3: 6,381 shares; 2025Q4: 6,213 shares 6,213 $207K 0.01% -168 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,022 shares; 2025Q4: 4,968 shares 4,968 $207K 0.01% -54 Timeline PPL PPL CORP More: the full row for PPL 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: 5,655 shares; 2025Q2: not reported; 2025Q3: 5,797 shares; 2025Q4: 5,880 shares 5,880 $206K 0.01% +83 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,959 shares; 2025Q4: 1,959 shares 1,959 $206K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,908 shares; 2025Q4: 1,857 shares 1,857 $205K 0.01% -51 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,604 shares 1,604 $203K 0.01% new Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS 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: 6,350 shares 6,350 $203K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 601 shares; 2025Q4: 588 shares 588 $203K 0.01% -13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,473 shares; 2025Q3: 2,345 shares; 2025Q4: 2,268 shares 2,268 $201K 0.01% -77 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 896 shares; 2025Q4: 879 shares 879 $200K 0.01% -17 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: 26,096 shares; 2025Q1: 14,550 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,542 shares 6,542 $171K 0.01% new Timeline NN NEXTNAV INC More: the full row for NEXTNAV 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: 31,200 shares; 2025Q4: 10,268 shares 10,268 $171K 0.01% -20,932 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP 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: 8,230 shares 8,230 $165K 0.01% new Timeline NVDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,186 shares; 2025Q4: 11,303 shares 11,303 $165K 0.01% -3,883 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 14,507 shares; 2025Q2: 17,872 shares; 2025Q3: 17,023 shares; 2025Q4: 15,215 shares 15,215 $163K 0.01% -1,808 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE 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: 16,258 shares; 2025Q2: 17,248 shares; 2025Q3: 16,248 shares; 2025Q4: 24,248 shares 24,248 $149K 0.01% +8,000 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: 32,782 shares; 2024Q4: 32,827 shares; 2025Q1: 32,932 shares; 2025Q2: 36,157 shares; 2025Q3: 35,732 shares; 2025Q4: 35,652 shares 35,652 $147K 0.01% -80 Timeline AMZY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,000 shares; 2025Q4: 10,000 shares 10,000 $133K 0.01% -1,000 Timeline PROP PRAIRIE OPER CO More: the full row for PRAIRIE OPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,088 shares; 2025Q1: 21,088 shares; 2025Q2: 62,552 shares; 2025Q3: 74,252 shares; 2025Q4: 74,252 shares 74,252 $125K 0.01% 0 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 12,569 shares 12,569 $123K 0.01% new Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,953 shares; 2025Q1: 18,453 shares; 2025Q2: 28,353 shares; 2025Q3: 25,883 shares; 2025Q4: 15,695 shares 15,695 $112K 0.01% -10,188 Timeline POET POET TECHNOLOGIES INC More: the full row for POET 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: 14,300 shares 14,300 $90.5K <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: 12,208 shares; 2024Q4: 10,904 shares; 2025Q1: 11,013 shares; 2025Q2: 12,569 shares; 2025Q3: 12,022 shares; 2025Q4: 17,105 shares 17,105 $87.2K <0.01% +5,083 Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL 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: 12,805 shares; 2025Q2: 12,605 shares; 2025Q3: 12,605 shares; 2025Q4: 12,605 shares 12,605 $64.8K <0.01% 0 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 15,800 shares; 2025Q1: 11,899 shares; 2025Q2: 11,899 shares; 2025Q3: 12,096 shares; 2025Q4: 12,061 shares 12,061 $60.2K <0.01% -35 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE 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: 14,386 shares 14,386 $53.2K <0.01% new Timeline RR RICHTECH ROBOTICS INC More: the full row for RICHTECH ROBOTICS 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: 10,435 shares 10,435 $33.7K <0.01% new Timeline DIR DLY JUN GM IB 2X ETF-USD DIR DLY JUN GM IB 2X ETF-USD More: the full row for DIR DLY JUN GM IB 2X ETF-USD 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: 10,068 shares; 2025Q4: 12,113 shares 12,113 $31.9K <0.01% +2,045 PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,560 shares; 2024Q4: 12,129 shares; 2025Q1: 12,152 shares; 2025Q2: 12,184 shares; 2025Q3: 10,972 shares; 2025Q4: 10,655 shares 10,655 $27.6K <0.01% -317 Timeline LDI LOANDEPOT INC More: the full row for LOANDEPOT 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: 10,000 shares; 2025Q4: 11,500 shares 11,500 $23.8K <0.01% +1,500 Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS 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: 14,600 shares 14,600 $23.5K <0.01% new Timeline FEMY FEMASYS INC More: the full row for FEMASYS 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: 21,000 shares 21,000 $12.1K <0.01% new Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,112 shares; 2024Q4: 16,230 shares; 2025Q1: 16,573 shares; 2025Q2: 18,623 shares; 2025Q3: 20,759 shares; 2025Q4: 6,675 shares 6,675 $10.4K <0.01% -14,084 Timeline REI RING ENERGY INC More: the full row for RING ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares 10,500 $9.13K <0.01% 0 Timeline RYVYL INC RYVYL INC More: the full row for RYVYL 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: 30,000 shares 30,000 $4.86K <0.01% new INCANNEX HEALTHCARE INC INCANNEX HEALTHCARE INC More: the full row for INCANNEX HEALTHCARE 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: 10,000 shares; 2025Q4: 10,000 shares 10,000 $3.58K <0.01% 0 CRON CRONOS GROUP INC More: the full row for CRONOS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 478 shares; 2025Q4: 478 shares 478 $1.26K <0.01% 0 Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH 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: 958 shares; 2025Q4: 824 shares 824 $939 <0.01% -134 Timeline