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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,247 shares; 2024Q4: 314,147 shares; 2025Q1: 273,849 shares; 2025Q2: 291,615 shares; 2025Q3: 289,167 shares 289,167 $81.5M 4.85% -2,448 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,638 shares; 2024Q4: 181,433 shares; 2025Q1: 400,971 shares; 2025Q2: 528,982 shares; 2025Q3: 716,747 shares 716,747 $47.2M 2.81% +187,765 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651,204 shares; 2024Q4: 666,297 shares; 2025Q1: 681,145 shares; 2025Q2: 625,597 shares; 2025Q3: 863,200 shares 863,200 $46.5M 2.77% +237,603 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,546 shares; 2024Q4: 69,811 shares; 2025Q1: 55,192 shares; 2025Q2: 26,373 shares; 2025Q3: 63,604 shares 63,604 $38.9M 2.32% +37,231 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,185 shares; 2024Q4: 80,821 shares; 2025Q1: 71,107 shares; 2025Q2: 37,956 shares; 2025Q3: 75,264 shares 75,264 $36.1M 2.15% +37,308 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,885 shares; 2024Q4: 143,021 shares; 2025Q1: 127,611 shares; 2025Q2: 142,791 shares; 2025Q3: 146,570 shares 146,570 $35.1M 2.09% +3,779 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,439 shares; 2024Q4: 101,539 shares; 2025Q1: 74,835 shares; 2025Q2: 101,823 shares; 2025Q3: 142,706 shares 142,706 $34.8M 2.07% +40,883 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643,399 shares; 2024Q4: 612,117 shares; 2025Q1: 674,163 shares; 2025Q2: 618,568 shares; 2025Q3: 627,759 shares 627,759 $29.3M 1.75% +9,191 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,412 shares; 2024Q4: 198,004 shares; 2025Q1: 188,760 shares; 2025Q2: 191,069 shares; 2025Q3: 194,554 shares 194,554 $27.1M 1.61% +3,485 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,091 shares; 2024Q4: 59,845 shares; 2025Q1: 458,292 shares; 2025Q2: 279,391 shares; 2025Q3: 300,274 shares 300,274 $26.2M 1.56% +20,883 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,378 shares; 2024Q4: 154,694 shares; 2025Q1: 161,856 shares; 2025Q2: 256,992 shares; 2025Q3: 209,595 shares 209,595 $24.8M 1.48% -47,397 Timeline VXX BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 108,223 shares; 2025Q1: 148,634 shares; 2025Q2: not reported; 2025Q3: 734,495 shares 734,495 $24.4M 1.45% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,440 shares; 2024Q4: 253,258 shares; 2025Q1: 314,379 shares; 2025Q2: 327,075 shares; 2025Q3: 402,993 shares 402,993 $23.9M 1.42% +75,918 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,223 shares; 2024Q4: 87,319 shares; 2025Q1: 87,768 shares; 2025Q2: 85,984 shares; 2025Q3: 90,384 shares 90,384 $23M 1.37% +4,400 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,032 shares; 2024Q4: 202,223 shares; 2025Q1: 1,040,253 shares; 2025Q2: 247,000 shares; 2025Q3: 223,412 shares 223,412 $22.5M 1.34% -23,588 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,618 shares; 2024Q4: 149,670 shares; 2025Q1: 184,530 shares; 2025Q2: 178,046 shares; 2025Q3: 176,348 shares 176,348 $21.3M 1.27% -1,698 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,704 shares; 2024Q4: 17,837 shares; 2025Q1: 17,475 shares; 2025Q2: 19,073 shares; 2025Q3: 38,188 shares 38,188 $19.8M 1.18% +19,115 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,862 shares; 2024Q4: 77,003 shares; 2025Q1: 106,165 shares; 2025Q2: 112,020 shares; 2025Q3: 100,718 shares 100,718 $19.6M 1.17% -11,302 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,988 shares; 2024Q4: 158,106 shares; 2025Q1: 155,771 shares; 2025Q2: 240,793 shares; 2025Q3: 243,897 shares 243,897 $19.1M 1.14% +3,104 Timeline CQQQ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 319,405 shares 319,405 $18.8M 1.12% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,443 shares; 2024Q4: 40,969 shares; 2025Q1: 44,187 shares; 2025Q2: 112,217 shares; 2025Q3: 98,693 shares 98,693 $18.4M 1.1% -13,524 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,149 shares; 2024Q4: 196,852 shares; 2025Q1: 187,306 shares; 2025Q2: 283,140 shares; 2025Q3: 256,390 shares 256,390 $17.4M 1.04% -26,750 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,215 shares; 2024Q4: 36,694 shares; 2025Q1: 69,986 shares; 2025Q2: 79,226 shares; 2025Q3: 80,962 shares 80,962 $16.7M 1% +1,736 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 777 shares; 2025Q1: 18,725 shares; 2025Q2: 28,071 shares; 2025Q3: 49,849 shares 49,849 $16.6M 0.99% +21,778 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,224 shares; 2024Q4: 48,411 shares; 2025Q1: 41,577 shares; 2025Q2: 21,589 shares; 2025Q3: 24,476 shares 24,476 $16.4M 0.98% +2,887 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 370,842 shares 370,842 $16.2M 0.96% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,047 shares; 2024Q4: 65,781 shares; 2025Q1: 1,847 shares; 2025Q2: 44,196 shares; 2025Q3: 55,836 shares 55,836 $15.6M 0.93% +11,640 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,215 shares; 2024Q4: 145,340 shares; 2025Q1: 161,397 shares; 2025Q2: 108,918 shares; 2025Q3: 98,884 shares 98,884 $15.3M 0.91% -10,034 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,160 shares; 2024Q4: 72,503 shares; 2025Q1: 131,849 shares; 2025Q2: 169,580 shares; 2025Q3: 143,038 shares 143,038 $14.7M 0.88% -26,542 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,876 shares; 2024Q4: 58,049 shares; 2025Q1: 57,165 shares; 2025Q2: 62,684 shares; 2025Q3: 63,862 shares 63,862 $13.8M 0.82% +1,178 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,179 shares; 2024Q4: 202,073 shares; 2025Q1: 206,228 shares; 2025Q2: 198,298 shares; 2025Q3: 141,926 shares 141,926 $13M 0.78% -56,372 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,889 shares; 2024Q4: 34,976 shares; 2025Q1: 48,363 shares; 2025Q2: 52,616 shares; 2025Q3: 59,254 shares 59,254 $13M 0.77% +6,638 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,604 shares; 2024Q4: 50,037 shares; 2025Q1: 125,335 shares; 2025Q2: 187,291 shares; 2025Q3: 171,446 shares 171,446 $12.5M 0.74% -15,845 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,656 shares; 2024Q4: 109,620 shares; 2025Q1: 120,526 shares; 2025Q2: 112,449 shares; 2025Q3: 130,199 shares 130,199 $12.4M 0.74% +17,750 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,449 shares; 2024Q4: 274,039 shares; 2025Q1: 489,699 shares; 2025Q2: 602,810 shares; 2025Q3: 289,463 shares 289,463 $12.3M 0.73% -313,347 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,874 shares; 2024Q4: 20,938 shares; 2025Q1: 23,916 shares; 2025Q2: 14,872 shares; 2025Q3: 27,188 shares 27,188 $12.1M 0.72% +12,316 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,680 shares; 2024Q4: 128,712 shares; 2025Q1: 169,107 shares; 2025Q2: 164,783 shares; 2025Q3: 174,685 shares 174,685 $11.4M 0.68% +9,902 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,129 shares; 2024Q4: 14,535 shares; 2025Q1: 33,254 shares; 2025Q2: 30,030 shares; 2025Q3: 31,754 shares 31,754 $11.3M 0.67% +1,724 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,774 shares; 2025Q1: 12,255 shares; 2025Q2: 13,882 shares; 2025Q3: 15,115 shares 15,115 $11.1M 0.66% +1,233 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,887,550 shares; 2024Q4: 6,541,417 shares; 2025Q1: 6,798,033 shares; 2025Q2: 10,669,817 shares; 2025Q3: 11,173,852 shares 11,173,852 $10.7M 0.64% +504,035 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,839 shares; 2024Q4: 28,829 shares; 2025Q1: 24,134 shares; 2025Q2: 24,122 shares; 2025Q3: 31,713 shares 31,713 $10.5M 0.62% +7,591 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 434,183 shares; 2025Q1: 490,797 shares; 2025Q2: 537,629 shares; 2025Q3: 348,265 shares 348,265 $10.3M 0.62% -189,364 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,558 shares; 2025Q3: 272,692 shares 272,692 $9.32M 0.55% +180,134 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,414 shares; 2025Q2: 71,885 shares; 2025Q3: 76,176 shares 76,176 $9.05M 0.54% +4,291 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,154 shares; 2024Q4: 79,221 shares; 2025Q1: 114,399 shares; 2025Q2: 125,971 shares; 2025Q3: 120,077 shares 120,077 $8.93M 0.53% -5,894 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,556 shares; 2024Q4: 14,363 shares; 2025Q1: 13,915 shares; 2025Q2: 11,550 shares; 2025Q3: 13,380 shares 13,380 $8.91M 0.53% +1,830 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 167,083 shares; 2025Q1: 344,794 shares; 2025Q2: 335,993 shares; 2025Q3: 353,238 shares 353,238 $8.9M 0.53% +17,245 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 215,913 shares 215,913 $8.88M 0.53% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,463 shares; 2025Q3: 88,317 shares 88,317 $8.84M 0.53% +4,854 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,125 shares 42,125 $8.82M 0.52% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,535 shares; 2025Q2: 213,753 shares; 2025Q3: 231,905 shares 231,905 $8.78M 0.52% +18,152 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,991 shares; 2025Q1: not reported; 2025Q2: 2,754 shares; 2025Q3: 47,624 shares 47,624 $8.69M 0.52% +44,870 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,801 shares; 2024Q4: 80,625 shares; 2025Q1: 166,385 shares; 2025Q2: 132,140 shares; 2025Q3: 98,226 shares 98,226 $8.57M 0.51% -33,914 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,107 shares; 2025Q2: not reported; 2025Q3: 323,715 shares 323,715 $8.54M 0.51% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,973 shares; 2024Q4: 25,773 shares; 2025Q1: 24,439 shares; 2025Q2: 18,706 shares; 2025Q3: 13,552 shares 13,552 $8.14M 0.48% -5,154 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 337,948 shares; 2025Q2: 334,516 shares; 2025Q3: 324,408 shares 324,408 $8.1M 0.48% -10,108 Timeline NVD GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 191,076 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 925,962 shares 925,962 $8.06M 0.48% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,636 shares; 2024Q4: 12,274 shares; 2025Q1: 14,831 shares; 2025Q2: 116,433 shares; 2025Q3: 113,239 shares 113,239 $7.9M 0.47% -3,194 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,608 shares 43,608 $7.79M 0.46% new Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,057 shares; 2024Q4: 5,746 shares; 2025Q1: not reported; 2025Q2: 225,160 shares; 2025Q3: 235,315 shares 235,315 $7.62M 0.45% +10,155 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,242 shares; 2024Q4: 108,367 shares; 2025Q1: 73,544 shares; 2025Q2: 79,957 shares; 2025Q3: 136,759 shares 136,759 $7.44M 0.44% +56,802 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,921 shares; 2024Q4: 93,346 shares; 2025Q1: 113,634 shares; 2025Q2: 117,262 shares; 2025Q3: 138,625 shares 138,625 $7.38M 0.44% +21,363 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,451 shares; 2024Q4: 23,840 shares; 2025Q1: 24,474 shares; 2025Q2: 25,264 shares; 2025Q3: 27,989 shares 27,989 $7.18M 0.43% +2,725 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,449 shares; 2025Q2: 124,878 shares; 2025Q3: 154,700 shares 154,700 $7.08M 0.42% +29,822 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,513 shares; 2024Q4: 51,811 shares; 2025Q1: 31,219 shares; 2025Q2: 43,666 shares; 2025Q3: 64,761 shares 64,761 $7.05M 0.42% +21,095 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,370 shares; 2025Q2: 54,527 shares; 2025Q3: 67,968 shares 67,968 $6.93M 0.41% +13,441 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 1,258 shares; 2025Q1: 1,113 shares; 2025Q2: 1,012 shares; 2025Q3: 9,630 shares 9,630 $6.92M 0.41% +8,618 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,370 shares; 2024Q4: 66,607 shares; 2025Q1: 66,463 shares; 2025Q2: 92,307 shares; 2025Q3: 93,170 shares 93,170 $6.85M 0.41% +863 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 378,504 shares 378,504 $6.48M 0.39% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,147 shares; 2025Q2: 48,472 shares; 2025Q3: 61,662 shares 61,662 $6.37M 0.38% +13,190 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,530 shares; 2024Q4: 67,453 shares; 2025Q1: 316,939 shares; 2025Q2: 277,768 shares; 2025Q3: 228,916 shares 228,916 $6.25M 0.37% -48,852 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,732 shares; 2024Q4: 28,711 shares; 2025Q1: 20,489 shares; 2025Q2: 18,466 shares; 2025Q3: 18,851 shares 18,851 $6.19M 0.37% +385 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,967 shares; 2024Q4: 88,403 shares; 2025Q1: 89,957 shares; 2025Q2: 82,854 shares; 2025Q3: 60,451 shares 60,451 $6.09M 0.36% -22,403 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,724 shares; 2025Q3: 116,287 shares 116,287 $5.96M 0.35% +16,563 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,185 shares; 2024Q4: 190,860 shares; 2025Q1: 256,197 shares; 2025Q2: 75,632 shares; 2025Q3: 57,733 shares 57,733 $5.77M 0.34% -17,899 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,738 shares; 2024Q4: 189,868 shares; 2025Q1: 105,007 shares; 2025Q2: 177,419 shares; 2025Q3: 59,781 shares 59,781 $5.69M 0.34% -117,638 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,476 shares; 2024Q4: 162,316 shares; 2025Q1: 153,090 shares; 2025Q2: 156,677 shares; 2025Q3: 154,553 shares 154,553 $5.67M 0.34% -2,124 Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128,455 shares; 2025Q1: 1,225,045 shares; 2025Q2: 1,342,641 shares; 2025Q3: 1,226,076 shares 1,226,076 $5.58M 0.33% -116,565 Timeline ASM AVINO SILVER & GOLD MINES LT More: the full row for AVINO SILVER & GOLD MINES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 721,451 shares; 2025Q2: 455,621 shares; 2025Q3: 1,046,742 shares 1,046,742 $5.5M 0.33% +591,121 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,593 shares; 2024Q4: 18,440 shares; 2025Q1: 123,428 shares; 2025Q2: 16,010 shares; 2025Q3: 67,819 shares 67,819 $5.44M 0.32% +51,809 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,885 shares; 2024Q4: 25,349 shares; 2025Q1: 133,927 shares; 2025Q2: 168,747 shares; 2025Q3: 141,131 shares 141,131 $5.42M 0.32% -27,616 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,411 shares 90,411 $5.41M 0.32% new Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165,233 shares 165,233 $5.33M 0.32% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,122 shares; 2024Q4: 15,831 shares; 2025Q1: 13,938 shares; 2025Q2: 18,917 shares; 2025Q3: 21,718 shares 21,718 $5.28M 0.31% +2,801 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,654,392 shares 1,654,392 $5.16M 0.31% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,813 shares 56,813 $5.01M 0.3% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,516 shares; 2024Q4: 80,667 shares; 2025Q1: 138,858 shares; 2025Q2: 60,266 shares; 2025Q3: 55,480 shares 55,480 $4.96M 0.3% -4,786 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,106 shares; 2025Q3: 44,080 shares 44,080 $4.93M 0.29% -5,026 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 1,068 shares; 2025Q1: 706 shares; 2025Q2: not reported; 2025Q3: 7,956 shares 7,956 $4.85M 0.29% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,162 shares; 2024Q4: 139,276 shares; 2025Q1: 159,386 shares; 2025Q2: 142,516 shares; 2025Q3: 151,489 shares 151,489 $4.83M 0.29% +8,973 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,622 shares; 2024Q4: 18,038 shares; 2025Q1: 44,168 shares; 2025Q2: 50,961 shares; 2025Q3: 42,817 shares 42,817 $4.83M 0.29% -8,144 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,085 shares; 2025Q2: not reported; 2025Q3: 47,295 shares 47,295 $4.8M 0.29% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,152 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,241 shares; 2025Q3: 56,486 shares 56,486 $4.76M 0.28% -4,755 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,506 shares; 2024Q4: 134,791 shares; 2025Q1: 136,788 shares; 2025Q2: 133,433 shares; 2025Q3: 130,833 shares 130,833 $4.71M 0.28% -2,600 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,729 shares; 2025Q2: 1,475 shares; 2025Q3: 7,076 shares 7,076 $4.67M 0.28% +5,601 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,643 shares 29,643 $4.67M 0.28% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,325 shares; 2024Q4: 5,176 shares; 2025Q1: 5,146 shares; 2025Q2: 42,829 shares; 2025Q3: 28,698 shares 28,698 $4.65M 0.28% -14,131 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,536 shares; 2025Q2: not reported; 2025Q3: 266,422 shares 266,422 $4.65M 0.28% new Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 849,528 shares; 2025Q1: not reported; 2025Q2: 445,131 shares; 2025Q3: 399,754 shares 399,754 $4.49M 0.27% -45,377 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 545,946 shares; 2025Q3: 578,276 shares 578,276 $4.46M 0.27% +32,330 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,589 shares; 2024Q4: 131,141 shares; 2025Q1: 128,425 shares; 2025Q2: 135,559 shares; 2025Q3: 132,392 shares 132,392 $4.35M 0.26% -3,167 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,073 shares; 2024Q4: 120,622 shares; 2025Q1: 104,945 shares; 2025Q2: 98,586 shares; 2025Q3: 99,067 shares 99,067 $4.27M 0.25% +481 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,979 shares; 2025Q2: 36,811 shares; 2025Q3: 44,864 shares 44,864 $4.25M 0.25% +8,053 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,712 shares; 2025Q3: 38,288 shares 38,288 $4.21M 0.25% +6,576 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,514 shares; 2024Q4: 54,365 shares; 2025Q1: 87,054 shares; 2025Q2: 101,271 shares; 2025Q3: 100,047 shares 100,047 $4.2M 0.25% -1,224 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,358 shares 52,358 $4.19M 0.25% new Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,111 shares 118,111 $4.13M 0.25% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,883 shares 82,883 $4.06M 0.24% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,131 shares; 2024Q4: 3,165 shares; 2025Q1: 34,504 shares; 2025Q2: 33,385 shares; 2025Q3: 41,319 shares 41,319 $4.03M 0.24% +7,934 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,065 shares; 2024Q4: 17,931 shares; 2025Q1: 31,905 shares; 2025Q2: 34,384 shares; 2025Q3: 50,777 shares 50,777 $3.98M 0.24% +16,393 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,142 shares; 2024Q4: 102,114 shares; 2025Q1: 183,413 shares; 2025Q2: 116,527 shares; 2025Q3: 89,975 shares 89,975 $3.95M 0.24% -26,552 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,298 shares; 2025Q1: not reported; 2025Q2: 27,457 shares; 2025Q3: 27,335 shares 27,335 $3.91M 0.23% -122 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,777 shares 42,777 $3.89M 0.23% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,221 shares 45,221 $3.82M 0.23% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,246 shares 28,246 $3.78M 0.23% new Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 869,250 shares 869,250 $3.76M 0.22% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,791 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,661 shares 10,661 $3.74M 0.22% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,381 shares; 2024Q4: 33,009 shares; 2025Q1: 33,029 shares; 2025Q2: 32,242 shares; 2025Q3: 32,264 shares 32,264 $3.6M 0.21% +22 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,819 shares 5,819 $3.58M 0.21% new Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 329,375 shares 329,375 $3.56M 0.21% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,736 shares; 2024Q4: 48,660 shares; 2025Q1: 57,903 shares; 2025Q2: 30,179 shares; 2025Q3: 42,606 shares 42,606 $3.53M 0.21% +12,427 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,302 shares; 2024Q4: 88,449 shares; 2025Q1: 72,579 shares; 2025Q2: 72,408 shares; 2025Q3: 82,146 shares 82,146 $3.49M 0.21% +9,738 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,786 shares; 2025Q3: 48,264 shares 48,264 $3.48M 0.21% -5,522 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,897 shares; 2025Q3: 8,190 shares 8,190 $3.48M 0.21% -2,707 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582,602 shares; 2024Q4: 540,819 shares; 2025Q1: 88,427 shares; 2025Q2: 331,281 shares; 2025Q3: 91,173 shares 91,173 $3.44M 0.21% -240,108 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,718 shares; 2024Q4: 41,018 shares; 2025Q1: 33,200 shares; 2025Q2: 43,188 shares; 2025Q3: 42,090 shares 42,090 $3.42M 0.2% -1,098 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,505 shares 40,505 $3.39M 0.2% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,353 shares; 2025Q3: 66,800 shares 66,800 $3.39M 0.2% -22,553 Timeline ZIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,403 shares; 2024Q4: 212,958 shares; 2025Q1: 80,202 shares; 2025Q2: 84,899 shares; 2025Q3: 89,566 shares 89,566 $3.37M 0.2% +4,667 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,363 shares; 2024Q4: 42,176 shares; 2025Q1: 44,881 shares; 2025Q2: 78,472 shares; 2025Q3: 19,793 shares 19,793 $3.34M 0.2% -58,679 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,411 shares; 2024Q4: 12,861 shares; 2025Q1: 10,975 shares; 2025Q2: 27,073 shares; 2025Q3: 11,815 shares 11,815 $3.32M 0.2% -15,258 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,774 shares 67,774 $3.31M 0.2% new Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116,186 shares 116,186 $3.29M 0.2% new Timeline Tradr 2X Short TSLA Daily E… Tradr 2X Short TSLA Daily ETF More: the full row for Tradr 2X Short TSLA Daily ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,303 shares; 2025Q2: 334,410 shares; 2025Q3: 407,964 shares 407,964 $3.28M 0.2% +73,554 SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,085 shares; 2024Q4: 59,542 shares; 2025Q1: 28,963 shares; 2025Q2: 35,916 shares; 2025Q3: 40,525 shares 40,525 $2.99M 0.18% +4,609 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,979 shares; 2024Q4: 89,919 shares; 2025Q1: 80,589 shares; 2025Q2: 135,501 shares; 2025Q3: 35,430 shares 35,430 $2.98M 0.18% -100,071 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,015 shares; 2024Q4: 251,482 shares; 2025Q1: 261,964 shares; 2025Q2: 255,421 shares; 2025Q3: 84,832 shares 84,832 $2.96M 0.18% -170,589 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,278 shares; 2024Q4: 154,340 shares; 2025Q1: 58,762 shares; 2025Q2: 38,606 shares; 2025Q3: 35,120 shares 35,120 $2.95M 0.18% -3,486 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,706 shares; 2024Q4: 4,205 shares; 2025Q1: 3,081 shares; 2025Q2: 2,784 shares; 2025Q3: 11,883 shares 11,883 $2.93M 0.17% +9,099 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,318 shares; 2024Q4: 88,636 shares; 2025Q1: 62,604 shares; 2025Q2: 47,260 shares; 2025Q3: 48,669 shares 48,669 $2.92M 0.17% +1,409 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,448 shares; 2024Q4: 19,134 shares; 2025Q1: 21,431 shares; 2025Q2: 25,141 shares; 2025Q3: 27,705 shares 27,705 $2.86M 0.17% +2,564 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,502 shares; 2024Q4: not reported; 2025Q1: 33,759 shares; 2025Q2: 24,157 shares; 2025Q3: 34,645 shares 34,645 $2.65M 0.16% +10,488 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,121 shares; 2024Q4: 5,805 shares; 2025Q1: 5,920 shares; 2025Q2: 5,863 shares; 2025Q3: 7,635 shares 7,635 $2.61M 0.16% +1,772 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,131 shares 23,131 $2.6M 0.15% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,109 shares; 2024Q4: 162,525 shares; 2025Q1: 128,369 shares; 2025Q2: 51,514 shares; 2025Q3: 38,128 shares 38,128 $2.57M 0.15% -13,386 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,962 shares 4,962 $2.55M 0.15% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,561 shares; 2025Q3: 17,663 shares 17,663 $2.53M 0.15% -1,898 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,152 shares; 2024Q4: 30,685 shares; 2025Q1: 32,058 shares; 2025Q2: 31,951 shares; 2025Q3: 34,080 shares 34,080 $2.5M 0.15% +2,129 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,123 shares; 2024Q4: 105,496 shares; 2025Q1: 75,007 shares; 2025Q2: 75,750 shares; 2025Q3: 21,793 shares 21,793 $2.48M 0.15% -53,957 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,331 shares 13,331 $2.46M 0.15% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,503 shares; 2024Q4: 3,010 shares; 2025Q1: 2,422 shares; 2025Q2: 2,619 shares; 2025Q3: 2,526 shares 2,526 $2.34M 0.14% -93 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,569 shares; 2024Q4: 8,235 shares; 2025Q1: 12,136 shares; 2025Q2: 12,994 shares; 2025Q3: 14,130 shares 14,130 $2.32M 0.14% +1,136 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,569 shares 20,569 $2.31M 0.14% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,443 shares; 2024Q4: 51,125 shares; 2025Q1: 23,597 shares; 2025Q2: 24,427 shares; 2025Q3: 24,398 shares 24,398 $2.28M 0.14% -29 Timeline GREK GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,701 shares; 2025Q2: 32,634 shares; 2025Q3: 34,187 shares 34,187 $2.2M 0.13% +1,553 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,705 shares; 2025Q1: 31,296 shares; 2025Q2: 30,567 shares; 2025Q3: 21,637 shares 21,637 $2.19M 0.13% -8,930 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,311 shares; 2024Q4: 16,738 shares; 2025Q1: 8,463 shares; 2025Q2: 40,888 shares; 2025Q3: 42,879 shares 42,879 $2.17M 0.13% +1,991 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,707 shares; 2024Q4: 1,976 shares; 2025Q1: 3,762 shares; 2025Q2: 3,791 shares; 2025Q3: 11,529 shares 11,529 $2.14M 0.13% +7,738 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,942 shares; 2024Q4: 186,065 shares; 2025Q1: 99,635 shares; 2025Q2: 522,448 shares; 2025Q3: 42,653 shares 42,653 $2.11M 0.13% -479,795 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,507 shares; 2024Q4: 56,992 shares; 2025Q1: 54,728 shares; 2025Q2: 53,166 shares; 2025Q3: 50,051 shares 50,051 $2.11M 0.13% -3,115 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,650 shares; 2025Q2: 59,486 shares; 2025Q3: 77,742 shares 77,742 $2.09M 0.12% +18,256 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: 3,044 shares; 2025Q1: 3,499 shares; 2025Q2: 4,163 shares; 2025Q3: 4,371 shares 4,371 $2.09M 0.12% +208 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,254 shares; 2024Q4: 53,227 shares; 2025Q1: 49,152 shares; 2025Q2: 47,776 shares; 2025Q3: 44,292 shares 44,292 $2.03M 0.12% -3,484 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,274 shares; 2024Q4: 7,248 shares; 2025Q1: 8,203 shares; 2025Q2: 7,609 shares; 2025Q3: 8,721 shares 8,721 $2.02M 0.12% +1,112 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,457 shares 57,457 $1.98M 0.12% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,170 shares; 2024Q4: 73,767 shares; 2025Q1: 78,197 shares; 2025Q2: 71,499 shares; 2025Q3: 84,727 shares 84,727 $1.96M 0.12% +13,228 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,069,010 shares; 2025Q3: 151,050 shares 151,050 $1.95M 0.12% -917,960 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,823 shares; 2024Q4: 28,815 shares; 2025Q1: 44,533 shares; 2025Q2: 44,465 shares; 2025Q3: 44,465 shares 44,465 $1.95M 0.12% 0 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,188 shares 41,188 $1.93M 0.12% new Timeline SJB PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 124,122 shares 124,122 $1.91M 0.11% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,733 shares; 2024Q4: 7,982 shares; 2025Q1: 9,298 shares; 2025Q2: 8,764 shares; 2025Q3: 12,274 shares 12,274 $1.91M 0.11% +3,510 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,045 shares; 2024Q4: 6,658 shares; 2025Q1: 18,562 shares; 2025Q2: 6,347 shares; 2025Q3: 7,949 shares 7,949 $1.9M 0.11% +1,602 Timeline XES SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,212 shares 26,212 $1.9M 0.11% new Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,057 shares; 2024Q4: 24,727 shares; 2025Q1: 43,860 shares; 2025Q2: 53,754 shares; 2025Q3: 56,760 shares 56,760 $1.88M 0.11% +3,006 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 3,532 shares; 2025Q1: 4,242 shares; 2025Q2: 4,294 shares; 2025Q3: 3,726 shares 3,726 $1.87M 0.11% -568 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,303 shares; 2024Q4: 57,719 shares; 2025Q1: 47,157 shares; 2025Q2: 49,105 shares; 2025Q3: 48,507 shares 48,507 $1.86M 0.11% -598 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,339 shares; 2024Q4: 120,454 shares; 2025Q1: 57,205 shares; 2025Q2: 27,434 shares; 2025Q3: 20,748 shares 20,748 $1.85M 0.11% -6,686 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 3,459 shares; 2025Q1: 3,596 shares; 2025Q2: 3,595 shares; 2025Q3: 4,039 shares 4,039 $1.85M 0.11% +444 Timeline PLG PLATINUM GROUP METALS LTD More: the full row for PLATINUM GROUP METALS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 960,780 shares; 2025Q1: 1,273,113 shares; 2025Q2: 2,003,166 shares; 2025Q3: 695,382 shares 695,382 $1.84M 0.11% -1,307,784 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 2,539 shares; 2025Q1: 2,639 shares; 2025Q2: 2,779 shares; 2025Q3: 3,127 shares 3,127 $1.78M 0.11% +348 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,720 shares 28,720 $1.77M 0.11% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,846 shares; 2024Q4: 5,117 shares; 2025Q1: 27,513 shares; 2025Q2: 2,043 shares; 2025Q3: 6,247 shares 6,247 $1.76M 0.1% +4,204 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,217 shares; 2024Q4: 36,719 shares; 2025Q1: 36,719 shares; 2025Q2: 36,719 shares; 2025Q3: 36,459 shares 36,459 $1.75M 0.1% -260 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,166 shares; 2024Q4: 34,519 shares; 2025Q1: 33,484 shares; 2025Q2: 36,383 shares; 2025Q3: 38,248 shares 38,248 $1.74M 0.1% +1,865 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,482 shares; 2024Q4: not reported; 2025Q1: 22,671 shares; 2025Q2: 85,104 shares; 2025Q3: 48,637 shares 48,637 $1.74M 0.1% -36,467 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,448 shares; 2024Q4: 5,200 shares; 2025Q1: 5,438 shares; 2025Q2: 28,045 shares; 2025Q3: 25,293 shares 25,293 $1.73M 0.1% -2,752 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 4,139 shares; 2025Q1: 5,184 shares; 2025Q2: 4,707 shares; 2025Q3: 6,029 shares 6,029 $1.7M 0.1% +1,322 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,477 shares; 2024Q4: 19,564 shares; 2025Q1: 59,106 shares; 2025Q2: 174,474 shares; 2025Q3: 60,115 shares 60,115 $1.7M 0.1% -114,359 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,215 shares; 2025Q1: 4,860 shares; 2025Q2: 1,405 shares; 2025Q3: 5,489 shares 5,489 $1.67M 0.1% +4,084 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 4,263 shares; 2025Q1: 4,769 shares; 2025Q2: 4,891 shares; 2025Q3: 5,286 shares 5,286 $1.67M 0.1% +395 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 2,296 shares; 2025Q1: 1,238 shares; 2025Q2: 2,181 shares; 2025Q3: 2,169 shares 2,169 $1.65M 0.1% -12 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,371 shares; 2024Q4: 16,926 shares; 2025Q1: 5,758 shares; 2025Q2: 19,712 shares; 2025Q3: 24,522 shares 24,522 $1.63M 0.1% +4,810 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,786 shares; 2024Q4: 230,775 shares; 2025Q1: 14,339 shares; 2025Q2: 25,552 shares; 2025Q3: 13,644 shares 13,644 $1.62M 0.1% -11,908 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,044 shares; 2024Q4: 106,158 shares; 2025Q1: 29,956 shares; 2025Q2: 30,009 shares; 2025Q3: 31,774 shares 31,774 $1.61M 0.1% +1,765 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,396 shares; 2024Q4: 12,578 shares; 2025Q1: 12,567 shares; 2025Q2: 11,620 shares; 2025Q3: 16,910 shares 16,910 $1.6M 0.1% +5,290 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,927 shares; 2024Q4: 19,810 shares; 2025Q1: 7,825 shares; 2025Q2: 29,075 shares; 2025Q3: 37,530 shares 37,530 $1.58M 0.09% +8,455 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,811 shares 9,811 $1.52M 0.09% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,734 shares; 2025Q1: 2,163 shares; 2025Q2: 2,195 shares; 2025Q3: 3,091 shares 3,091 $1.5M 0.09% +896 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,974 shares 32,974 $1.49M 0.09% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,519 shares; 2024Q4: 25,269 shares; 2025Q1: 28,223 shares; 2025Q2: 20,394 shares; 2025Q3: 24,128 shares 24,128 $1.47M 0.09% +3,734 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 11,240 shares; 2025Q1: 1,465 shares; 2025Q2: 4,770 shares; 2025Q3: 6,158 shares 6,158 $1.46M 0.09% +1,388 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 4,043 shares; 2025Q1: not reported; 2025Q2: 5,508 shares; 2025Q3: 5,916 shares 5,916 $1.4M 0.08% +408 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,613 shares; 2024Q4: 29,518 shares; 2025Q1: 28,508 shares; 2025Q2: 28,508 shares; 2025Q3: 28,508 shares 28,508 $1.39M 0.08% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,940 shares; 2024Q4: 2,944 shares; 2025Q1: 3,929 shares; 2025Q2: 4,337 shares; 2025Q3: 5,883 shares 5,883 $1.39M 0.08% +1,546 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,873 shares; 2024Q4: 29,679 shares; 2025Q1: 30,091 shares; 2025Q2: 11,570 shares; 2025Q3: 12,427 shares 12,427 $1.38M 0.08% +857 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,490 shares; 2024Q4: 7,733 shares; 2025Q1: 8,941 shares; 2025Q2: 9,595 shares; 2025Q3: 10,264 shares 10,264 $1.35M 0.08% +669 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,527 shares; 2024Q4: 41,602 shares; 2025Q1: 40,646 shares; 2025Q2: 39,326 shares; 2025Q3: 44,940 shares 44,940 $1.29M 0.08% +5,614 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 1,342 shares; 2025Q1: 1,790 shares; 2025Q2: 9,268 shares; 2025Q3: 1,873 shares 1,873 $1.28M 0.08% -7,395 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,620 shares; 2024Q4: 33,317 shares; 2025Q1: 32,997 shares; 2025Q2: 33,616 shares; 2025Q3: 30,916 shares 30,916 $1.27M 0.08% -2,700 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,061 shares; 2025Q1: not reported; 2025Q2: 5,175 shares; 2025Q3: 5,932 shares 5,932 $1.25M 0.07% +757 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 4,321 shares; 2025Q1: 4,798 shares; 2025Q2: 4,835 shares; 2025Q3: 6,138 shares 6,138 $1.22M 0.07% +1,303 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,461 shares 19,461 $1.22M 0.07% new Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,502 shares; 2024Q4: 33,646 shares; 2025Q1: 48,410 shares; 2025Q2: 28,112 shares; 2025Q3: 28,112 shares 28,112 $1.12M 0.07% 0 Timeline OCTH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,051 shares; 2024Q4: 56,787 shares; 2025Q1: 46,287 shares; 2025Q2: 46,287 shares; 2025Q3: 46,287 shares 46,287 $1.11M 0.07% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,343 shares; 2024Q4: 37,790 shares; 2025Q1: 38,045 shares; 2025Q2: 38,150 shares; 2025Q3: 38,445 shares 38,445 $1.09M 0.06% +295 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,927 shares; 2024Q4: not reported; 2025Q1: 33,160 shares; 2025Q2: 34,125 shares; 2025Q3: 31,911 shares 31,911 $1.07M 0.06% -2,214 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,545 shares; 2025Q2: 7,891 shares; 2025Q3: 12,502 shares 12,502 $1.05M 0.06% +4,611 Timeline VGK 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,993 shares; 2025Q2: not reported; 2025Q3: 13,003 shares 13,003 $1.04M 0.06% new Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,156 shares; 2025Q2: 6,151 shares; 2025Q3: 15,605 shares 15,605 $1.03M 0.06% +9,454 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,730 shares; 2024Q4: 10,888 shares; 2025Q1: 12,059 shares; 2025Q2: 13,732 shares; 2025Q3: 16,431 shares 16,431 $1.02M 0.06% +2,699 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 2,972 shares; 2025Q1: 2,728 shares; 2025Q2: 2,644 shares; 2025Q3: 2,462 shares 2,462 $998K 0.06% -182 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,694 shares; 2025Q3: 14,198 shares 14,198 $997K 0.06% +6,504 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 5,163 shares; 2025Q1: 776 shares; 2025Q2: 3,580 shares; 2025Q3: 828 shares 828 $993K 0.06% -2,752 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,673 shares; 2024Q4: 104,556 shares; 2025Q1: 48,130 shares; 2025Q2: 7,924 shares; 2025Q3: 9,043 shares 9,043 $932K 0.06% +1,119 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,546 shares; 2024Q4: 6,605 shares; 2025Q1: 6,605 shares; 2025Q2: 6,656 shares; 2025Q3: 6,656 shares 6,656 $920K 0.05% 0 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,971 shares; 2024Q4: 25,379 shares; 2025Q1: 18,667 shares; 2025Q2: 17,538 shares; 2025Q3: 18,593 shares 18,593 $911K 0.05% +1,055 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,145 shares; 2025Q1: 34,276 shares; 2025Q2: 34,276 shares; 2025Q3: 34,276 shares 34,276 $866K 0.05% 0 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,507 shares; 2024Q4: 9,507 shares; 2025Q1: 9,507 shares; 2025Q2: 9,507 shares; 2025Q3: 9,507 shares 9,507 $861K 0.05% 0 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,852 shares; 2025Q1: 26,341 shares; 2025Q2: 13,121 shares; 2025Q3: 17,909 shares 17,909 $857K 0.05% +4,788 Timeline AAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,098 shares; 2024Q4: 32,098 shares; 2025Q1: 32,098 shares; 2025Q2: 32,098 shares; 2025Q3: 30,646 shares 30,646 $856K 0.05% -1,452 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,263 shares; 2024Q4: 36,320 shares; 2025Q1: 15,733 shares; 2025Q2: 6,945 shares; 2025Q3: 7,027 shares 7,027 $805K 0.05% +82 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,082 shares; 2024Q4: 11,273 shares; 2025Q1: 12,807 shares; 2025Q2: 12,019 shares; 2025Q3: 15,437 shares 15,437 $796K 0.05% +3,418 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 5,809 shares; 2025Q1: 5,356 shares; 2025Q2: 5,573 shares; 2025Q3: 5,114 shares 5,114 $786K 0.05% -459 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,851 shares; 2024Q4: 17,701 shares; 2025Q1: 18,331 shares; 2025Q2: 13,367 shares; 2025Q3: 14,467 shares 14,467 $784K 0.05% +1,100 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,646 shares; 2025Q2: 7,524 shares; 2025Q3: 8,206 shares 8,206 $781K 0.05% +682 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,421 shares; 2025Q3: 11,867 shares 11,867 $755K 0.04% +4,446 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,174 shares; 2025Q2: 13,606 shares; 2025Q3: 10,390 shares 10,390 $744K 0.04% -3,216 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,877 shares 29,877 $742K 0.04% new Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,347 shares; 2024Q4: 34,341 shares; 2025Q1: 28,848 shares; 2025Q2: 28,469 shares; 2025Q3: 25,219 shares 25,219 $739K 0.04% -3,250 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,673 shares; 2024Q4: 125,665 shares; 2025Q1: 18,720 shares; 2025Q2: 33,866 shares; 2025Q3: 14,388 shares 14,388 $735K 0.04% -19,478 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 155,912 shares; 2025Q2: 150,554 shares; 2025Q3: 14,828 shares 14,828 $734K 0.04% -135,726 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,500 shares; 2025Q3: 23,064 shares 23,064 $727K 0.04% +12,564 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,374 shares; 2024Q4: 8,050 shares; 2025Q1: 8,120 shares; 2025Q2: 9,809 shares; 2025Q3: 10,199 shares 10,199 $725K 0.04% +390 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,919 shares; 2024Q4: 7,571 shares; 2025Q1: 15,993 shares; 2025Q2: 17,156 shares; 2025Q3: 17,031 shares 17,031 $717K 0.04% -125 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 24,100 shares; 2025Q1: 24,133 shares; 2025Q2: 24,111 shares; 2025Q3: 24,125 shares 24,125 $708K 0.04% +14 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,600 shares; 2024Q4: 16,325 shares; 2025Q1: not reported; 2025Q2: 15,350 shares; 2025Q3: 25,893 shares 25,893 $699K 0.04% +10,543 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,646 shares; 2025Q1: 1,400 shares; 2025Q2: 1,302 shares; 2025Q3: 1,362 shares 1,362 $680K 0.04% +60 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 1,690 shares; 2025Q1: 1,404 shares; 2025Q2: 2,920 shares; 2025Q3: 3,159 shares 3,159 $678K 0.04% +239 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,414 shares; 2025Q2: 11,445 shares; 2025Q3: 25,092 shares 25,092 $673K 0.04% +13,647 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,334 shares; 2024Q4: not reported; 2025Q1: 1,769 shares; 2025Q2: 1,921 shares; 2025Q3: 2,080 shares 2,080 $673K 0.04% +159 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,927 shares; 2024Q4: 16,328 shares; 2025Q1: 17,929 shares; 2025Q2: 6,768 shares; 2025Q3: 8,015 shares 8,015 $673K 0.04% +1,247 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,542 shares; 2024Q4: 3,472 shares; 2025Q1: 1,861 shares; 2025Q2: 1,554 shares; 2025Q3: 2,735 shares 2,735 $662K 0.04% +1,181 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,556 shares; 2024Q4: 3,842 shares; 2025Q1: 3,270 shares; 2025Q2: 3,935 shares; 2025Q3: 4,079 shares 4,079 $660K 0.04% +144 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,653 shares; 2024Q4: 12,653 shares; 2025Q1: 12,653 shares; 2025Q2: 12,653 shares; 2025Q3: 12,653 shares 12,653 $653K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,035 shares; 2024Q4: 2,535 shares; 2025Q1: 2,343 shares; 2025Q2: 2,890 shares; 2025Q3: 3,178 shares 3,178 $651K 0.04% +288 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,372 shares; 2024Q4: 6,372 shares; 2025Q1: 6,895 shares; 2025Q2: 6,895 shares; 2025Q3: 6,895 shares 6,895 $646K 0.04% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,023 shares; 2024Q4: 17,048 shares; 2025Q1: 13,088 shares; 2025Q2: 12,832 shares; 2025Q3: 12,812 shares 12,812 $644K 0.04% -20 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,305 shares 26,305 $642K 0.04% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,462 shares; 2024Q4: 5,361 shares; 2025Q1: 5,415 shares; 2025Q2: 7,298 shares; 2025Q3: 8,941 shares 8,941 $635K 0.04% +1,643 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: 1,854 shares; 2025Q1: 2,563 shares; 2025Q2: 1,715 shares; 2025Q3: 1,848 shares 1,848 $628K 0.04% +133 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,205 shares; 2025Q1: 6,116 shares; 2025Q2: 5,243 shares; 2025Q3: 4,302 shares 4,302 $626K 0.04% -941 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,592 shares; 2024Q4: 4,007 shares; 2025Q1: 3,234 shares; 2025Q2: 35,468 shares; 2025Q3: 4,020 shares 4,020 $621K 0.04% -31,448 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,877 shares; 2025Q1: 17,867 shares; 2025Q2: 19,762 shares; 2025Q3: 23,510 shares 23,510 $619K 0.04% +3,748 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,254 shares; 2024Q4: 29,792 shares; 2025Q1: 61,527 shares; 2025Q2: 32,086 shares; 2025Q3: 3,155 shares 3,155 $618K 0.04% -28,931 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,769 shares; 2024Q4: 4,783 shares; 2025Q1: 4,872 shares; 2025Q2: 4,938 shares; 2025Q3: 6,130 shares 6,130 $617K 0.04% +1,192 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,157 shares; 2025Q1: 16,283 shares; 2025Q2: 17,987 shares; 2025Q3: 20,992 shares 20,992 $607K 0.04% +3,005 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,308 shares; 2025Q1: 2,509 shares; 2025Q2: 1,542 shares; 2025Q3: 2,246 shares 2,246 $607K 0.04% +704 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,246 shares; 2024Q4: 25,088 shares; 2025Q1: 24,483 shares; 2025Q2: 18,534 shares; 2025Q3: 18,534 shares 18,534 $596K 0.04% 0 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,078 shares 31,078 $592K 0.04% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,299 shares; 2024Q4: 13,436 shares; 2025Q1: 8,807 shares; 2025Q2: 4,897 shares; 2025Q3: 5,877 shares 5,877 $589K 0.04% +980 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 1,347 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,928 shares 1,928 $588K 0.03% new Timeline PUI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,951 shares; 2024Q4: 16,973 shares; 2025Q1: 17,000 shares; 2025Q2: 12,653 shares; 2025Q3: 12,653 shares 12,653 $581K 0.03% 0 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,876 shares 14,876 $575K 0.03% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,840 shares; 2024Q4: 17,965 shares; 2025Q1: 15,101 shares; 2025Q2: 14,447 shares; 2025Q3: 13,657 shares 13,657 $574K 0.03% -790 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,342 shares; 2025Q1: 1,836 shares; 2025Q2: 2,029 shares; 2025Q3: 1,763 shares 1,763 $568K 0.03% -266 Timeline EWM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,962 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,336 shares; 2025Q3: 21,906 shares 21,906 $568K 0.03% +13,570 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,377 shares; 2024Q4: 12,197 shares; 2025Q1: 12,197 shares; 2025Q2: 14,644 shares; 2025Q3: 14,534 shares 14,534 $565K 0.03% -110 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,064 shares 5,064 $564K 0.03% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,963 shares; 2024Q4: 2,963 shares; 2025Q1: 2,963 shares; 2025Q2: 2,963 shares; 2025Q3: 2,963 shares 2,963 $561K 0.03% 0 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,545 shares; 2025Q2: 13,996 shares; 2025Q3: 17,208 shares 17,208 $554K 0.03% +3,212 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 2,307 shares; 2025Q1: 2,738 shares; 2025Q2: 2,499 shares; 2025Q3: 2,562 shares 2,562 $553K 0.03% +63 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,611 shares; 2024Q4: 123,668 shares; 2025Q1: 75,078 shares; 2025Q2: 110,116 shares; 2025Q3: 9,355 shares 9,355 $551K 0.03% -100,761 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,541 shares; 2025Q2: 5,289 shares; 2025Q3: 5,310 shares 5,310 $545K 0.03% +21 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,515 shares 4,515 $538K 0.03% new Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,831 shares; 2024Q4: not reported; 2025Q1: 4,053 shares; 2025Q2: 3,085 shares; 2025Q3: 5,861 shares 5,861 $537K 0.03% +2,776 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,317 shares; 2024Q4: 3,320 shares; 2025Q1: 3,269 shares; 2025Q2: 2,486 shares; 2025Q3: 3,684 shares 3,684 $536K 0.03% +1,198 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,558 shares 17,558 $533K 0.03% new Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,709 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,242 shares 9,242 $532K 0.03% new Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,012 shares; 2024Q4: 9,012 shares; 2025Q1: 11,234 shares; 2025Q2: 11,234 shares; 2025Q3: 11,234 shares 11,234 $531K 0.03% 0 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,081 shares; 2024Q4: 9,581 shares; 2025Q1: 9,581 shares; 2025Q2: 10,115 shares; 2025Q3: 10,629 shares 10,629 $519K 0.03% +514 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,328 shares 33,328 $516K 0.03% new Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,282 shares; 2024Q4: 14,349 shares; 2025Q1: 14,199 shares; 2025Q2: 14,217 shares; 2025Q3: 12,749 shares 12,749 $514K 0.03% -1,468 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,309 shares; 2025Q3: 3,419 shares 3,419 $509K 0.03% +1,110 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,853 shares; 2025Q1: 5,502 shares; 2025Q2: 3,993 shares; 2025Q3: 5,075 shares 5,075 $508K 0.03% +1,082 Timeline HAPN HAPPEN INC More: the full row for HAPPEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,222 shares 33,222 $505K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,062 shares; 2024Q4: 3,881 shares; 2025Q1: 3,889 shares; 2025Q2: 4,816 shares; 2025Q3: 5,180 shares 5,180 $495K 0.03% +364 Timeline AJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,132 shares; 2024Q4: 25,577 shares; 2025Q1: 20,365 shares; 2025Q2: 17,865 shares; 2025Q3: 17,121 shares 17,121 $490K 0.03% -744 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,362 shares; 2024Q4: 8,355 shares; 2025Q1: 10,463 shares; 2025Q2: 9,576 shares; 2025Q3: 9,083 shares 9,083 $483K 0.03% -493 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,239 shares; 2024Q4: 28,959 shares; 2025Q1: 24,715 shares; 2025Q2: 23,803 shares; 2025Q3: 23,641 shares 23,641 $483K 0.03% -162 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 796 shares; 2025Q1: 568 shares; 2025Q2: 446 shares; 2025Q3: 441 shares 441 $475K 0.03% -5 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,841 shares 4,841 $468K 0.03% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 5,675 shares; 2025Q1: 6,034 shares; 2025Q2: 6,407 shares; 2025Q3: 7,018 shares 7,018 $458K 0.03% +611 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,174 shares; 2024Q4: 22,469 shares; 2025Q1: 17,267 shares; 2025Q2: 16,313 shares; 2025Q3: 11,713 shares 11,713 $457K 0.03% -4,600 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,614 shares; 2024Q4: 7,193 shares; 2025Q1: 7,188 shares; 2025Q2: 5,480 shares; 2025Q3: 4,533 shares 4,533 $452K 0.03% -947 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 2,712 shares; 2025Q1: 1,985 shares; 2025Q2: 2,025 shares; 2025Q3: 3,532 shares 3,532 $447K 0.03% +1,507 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,573 shares; 2025Q1: 4,609 shares; 2025Q2: 4,499 shares; 2025Q3: 1,776 shares 1,776 $446K 0.03% -2,723 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,469 shares; 2024Q4: 6,989 shares; 2025Q1: 9,411 shares; 2025Q2: 8,411 shares; 2025Q3: 8,411 shares 8,411 $446K 0.03% 0 Timeline XUSP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 7,139 shares; 2025Q1: 7,848 shares; 2025Q2: 9,008 shares; 2025Q3: 9,476 shares 9,476 $440K 0.03% +468 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,854 shares; 2024Q4: 19,831 shares; 2025Q1: 13,814 shares; 2025Q2: 10,814 shares; 2025Q3: 10,188 shares 10,188 $438K 0.03% -626 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,728 shares; 2024Q4: 5,878 shares; 2025Q1: 1,570 shares; 2025Q2: 1,883 shares; 2025Q3: 2,600 shares 2,600 $433K 0.03% +717 Timeline TFJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,703 shares; 2024Q4: 61,743 shares; 2025Q1: 39,577 shares; 2025Q2: 23,916 shares; 2025Q3: 21,084 shares 21,084 $428K 0.03% -2,832 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,503 shares; 2025Q3: 13,503 shares 13,503 $424K 0.03% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,984 shares; 2024Q4: not reported; 2025Q1: 15,281 shares; 2025Q2: 15,324 shares; 2025Q3: 5,000 shares 5,000 $423K 0.03% -10,324 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 2,457 shares; 2025Q1: 894 shares; 2025Q2: 1,401 shares; 2025Q3: 894 shares 894 $419K 0.02% -507 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,227 shares; 2025Q1: 2,194 shares; 2025Q2: 1,832 shares; 2025Q3: 2,230 shares 2,230 $416K 0.02% +398 Timeline PACS PACS GROUP INC More: the full row for PACS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,463 shares; 2025Q1: 29,463 shares; 2025Q2: 29,463 shares; 2025Q3: 29,463 shares 29,463 $405K 0.02% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,855 shares; 2025Q3: 2,855 shares 2,855 $402K 0.02% 0 Timeline SHEN SHENANDOAH TELECOMMUNICATION More: the full row for SHENANDOAH TELECOMMUNICATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,896 shares; 2024Q4: 29,896 shares; 2025Q1: 29,896 shares; 2025Q2: 29,896 shares; 2025Q3: 29,896 shares 29,896 $401K 0.02% 0 Timeline OCTJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,395 shares; 2024Q4: 18,395 shares; 2025Q1: 18,395 shares; 2025Q2: 18,395 shares; 2025Q3: 16,795 shares 16,795 $401K 0.02% -1,600 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,371 shares 4,371 $399K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,299 shares; 2025Q3: 10,273 shares 10,273 $396K 0.02% -26 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,850 shares; 2024Q4: 6,645 shares; 2025Q1: 7,658 shares; 2025Q2: 7,729 shares; 2025Q3: 8,446 shares 8,446 $395K 0.02% +717 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,201 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,756 shares 2,756 $391K 0.02% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,783 shares; 2024Q4: 5,593 shares; 2025Q1: 5,335 shares; 2025Q2: 5,167 shares; 2025Q3: 6,881 shares 6,881 $390K 0.02% +1,714 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,015 shares; 2025Q1: 8,015 shares; 2025Q2: 7,980 shares; 2025Q3: 7,980 shares 7,980 $386K 0.02% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,208 shares; 2025Q3: 4,578 shares 4,578 $366K 0.02% -630 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,484 shares; 2024Q4: 9,969 shares; 2025Q1: 11,716 shares; 2025Q2: 12,420 shares; 2025Q3: 15,086 shares 15,086 $364K 0.02% +2,666 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 6,220 shares; 2025Q1: 6,220 shares; 2025Q2: 6,061 shares; 2025Q3: 7,163 shares 7,163 $356K 0.02% +1,102 Timeline NAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,086 shares; 2024Q4: 12,086 shares; 2025Q1: 12,086 shares; 2025Q2: 12,086 shares; 2025Q3: 12,193 shares 12,193 $353K 0.02% +107 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,302 shares; 2024Q4: 336,325 shares; 2025Q1: 13,205 shares; 2025Q2: 13,205 shares; 2025Q3: 13,205 shares 13,205 $350K 0.02% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,866 shares; 2024Q4: 3,173 shares; 2025Q1: 3,302 shares; 2025Q2: 3,392 shares; 2025Q3: 3,544 shares 3,544 $349K 0.02% +152 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 2,494 shares; 2025Q1: 2,582 shares; 2025Q2: 2,582 shares; 2025Q3: 2,582 shares 2,582 $347K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,095 shares; 2024Q4: 27,689 shares; 2025Q1: 4,141 shares; 2025Q2: 4,112 shares; 2025Q3: 4,097 shares 4,097 $344K 0.02% -15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,283 shares; 2025Q3: 4,431 shares 4,431 $334K 0.02% +148 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,201 shares; 2024Q4: 1,202 shares; 2025Q1: 1,203 shares; 2025Q2: 1,204 shares; 2025Q3: 1,205 shares 1,205 $328K 0.02% +1 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,566 shares; 2025Q1: 1,566 shares; 2025Q2: 1,566 shares; 2025Q3: 1,566 shares 1,566 $328K 0.02% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,458 shares; 2025Q1: not reported; 2025Q2: 2,846 shares; 2025Q3: 2,211 shares 2,211 $322K 0.02% -635 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,911 shares; 2025Q2: 11,911 shares; 2025Q3: 11,860 shares 11,860 $321K 0.02% -51 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,879 shares; 2025Q1: 11,888 shares; 2025Q2: 8,344 shares; 2025Q3: 8,344 shares 8,344 $321K 0.02% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,901 shares; 2025Q3: 2,901 shares 2,901 $321K 0.02% 0 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,190 shares; 2025Q1: 22,037 shares; 2025Q2: 22,037 shares; 2025Q3: 8,504 shares 8,504 $319K 0.02% -13,533 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,605 shares; 2024Q4: 35,008 shares; 2025Q1: 7,349 shares; 2025Q2: 7,349 shares; 2025Q3: 8,044 shares 8,044 $316K 0.02% +695 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,962 shares; 2024Q4: 6,962 shares; 2025Q1: 6,962 shares; 2025Q2: 7,060 shares; 2025Q3: 6,962 shares 6,962 $315K 0.02% -98 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,464 shares; 2025Q1: not reported; 2025Q2: 4,277 shares; 2025Q3: 5,617 shares 5,617 $312K 0.02% +1,340 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,846 shares; 2025Q3: 5,641 shares 5,641 $312K 0.02% +1,795 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,230 shares; 2024Q4: 9,761 shares; 2025Q1: 10,105 shares; 2025Q2: 9,591 shares; 2025Q3: 2,325 shares 2,325 $311K 0.02% -7,266 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,973 shares; 2024Q4: 7,781 shares; 2025Q1: 8,405 shares; 2025Q2: 7,372 shares; 2025Q3: 7,101 shares 7,101 $311K 0.02% -271 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,280 shares; 2025Q3: 2,452 shares 2,452 $309K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,531 shares; 2024Q4: 4,262 shares; 2025Q1: 3,016 shares; 2025Q2: 2,917 shares; 2025Q3: 2,188 shares 2,188 $307K 0.02% -729 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,007 shares 4,007 $302K 0.02% new Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,331 shares; 2024Q4: 7,331 shares; 2025Q1: 7,355 shares; 2025Q2: 7,331 shares; 2025Q3: 7,331 shares 7,331 $302K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,229 shares; 2024Q4: 5,484 shares; 2025Q1: 5,430 shares; 2025Q2: 4,255 shares; 2025Q3: 3,348 shares 3,348 $301K 0.02% -907 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,731 shares; 2024Q4: 6,331 shares; 2025Q1: 6,397 shares; 2025Q2: 6,803 shares; 2025Q3: 6,403 shares 6,403 $300K 0.02% -400 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,865 shares 1,865 $298K 0.02% new Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,175 shares; 2024Q4: 8,345 shares; 2025Q1: 8,345 shares; 2025Q2: 8,345 shares; 2025Q3: 6,150 shares 6,150 $297K 0.02% -2,195 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 855 shares; 2025Q3: 893 shares 893 $291K 0.02% +38 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,327 shares 4,327 $290K 0.02% new Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,588 shares; 2025Q1: 1,595 shares; 2025Q2: 1,603 shares; 2025Q3: 1,611 shares 1,611 $287K 0.02% +8 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,553 shares 2,553 $283K 0.02% new Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,215 shares; 2024Q4: 5,215 shares; 2025Q1: 5,215 shares; 2025Q2: 6,155 shares; 2025Q3: 6,155 shares 6,155 $282K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,476 shares; 2024Q4: 5,655 shares; 2025Q1: 4,954 shares; 2025Q2: 4,541 shares; 2025Q3: 4,257 shares 4,257 $281K 0.02% -284 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,811 shares; 2024Q4: not reported; 2025Q1: 8,907 shares; 2025Q2: 8,534 shares; 2025Q3: 6,334 shares 6,334 $278K 0.02% -2,200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 674 shares; 2025Q3: 51 shares 51 $275K 0.02% -623 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,989 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 882 shares; 2025Q3: 832 shares 832 $274K 0.02% -50 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 930 shares 930 $274K 0.02% 0 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,294 shares; 2025Q1: 9,545 shares; 2025Q2: 9,545 shares; 2025Q3: 9,545 shares 9,545 $272K 0.02% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 850 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 923 shares 923 $271K 0.02% +93 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,357 shares; 2024Q4: 18,355 shares; 2025Q1: 36,668 shares; 2025Q2: 57,313 shares; 2025Q3: 11,083 shares 11,083 $270K 0.02% -46,230 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 108,571 shares; 2025Q1: 97,582 shares; 2025Q2: 8,873 shares; 2025Q3: 8,538 shares 8,538 $267K 0.02% -335 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,329 shares 5,329 $265K 0.02% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,825 shares 2,825 $264K 0.02% new Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,559 shares; 2024Q4: 16,227 shares; 2025Q1: 11,572 shares; 2025Q2: 8,874 shares; 2025Q3: 7,892 shares 7,892 $262K 0.02% -982 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,163 shares; 2024Q4: 8,091 shares; 2025Q1: 25,684 shares; 2025Q2: 30,916 shares; 2025Q3: 6,232 shares 6,232 $259K 0.02% -24,684 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,598 shares; 2024Q4: 2,598 shares; 2025Q1: 2,195 shares; 2025Q2: 2,177 shares; 2025Q3: 2,177 shares 2,177 $258K 0.02% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,729 shares; 2025Q1: 1,799 shares; 2025Q2: 1,829 shares; 2025Q3: 1,316 shares 1,316 $258K 0.02% -513 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares 5,900 $257K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,129 shares; 2025Q1: 9,360 shares; 2025Q2: 9,405 shares; 2025Q3: 9,984 shares 9,984 $257K 0.02% +579 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,463 shares 13,463 $255K 0.02% new Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,914 shares; 2025Q3: 786 shares 786 $254K 0.02% -1,128 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,980 shares; 2025Q1: 6,980 shares; 2025Q2: 6,197 shares; 2025Q3: 5,754 shares 5,754 $250K 0.01% -443 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 821 shares 821 $247K 0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,161 shares; 2025Q1: 1,114 shares; 2025Q2: 1,118 shares; 2025Q3: 1,284 shares 1,284 $244K 0.01% +166 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,824 shares 4,824 $244K 0.01% new Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,739 shares; 2024Q4: 11,500 shares; 2025Q1: 10,809 shares; 2025Q2: 8,789 shares; 2025Q3: 8,415 shares 8,415 $244K 0.01% -374 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,606 shares 5,606 $243K 0.01% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,187 shares; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares; 2025Q3: 1,187 shares 1,187 $242K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,754 shares; 2024Q4: 6,804 shares; 2025Q1: not reported; 2025Q2: 2,980 shares; 2025Q3: 2,870 shares 2,870 $240K 0.01% -110 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 819 shares; 2025Q1: 2,644 shares; 2025Q2: 2,602 shares; 2025Q3: 692 shares 692 $239K 0.01% -1,910 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,922 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,394 shares 1,394 $238K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,884 shares; 2024Q4: 5,229 shares; 2025Q1: 5,916 shares; 2025Q2: not reported; 2025Q3: 1,295 shares 1,295 $238K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 698 shares; 2025Q3: 712 shares 712 $236K 0.01% +14 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,945 shares; 2025Q2: 5,502 shares; 2025Q3: 4,457 shares 4,457 $236K 0.01% -1,045 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,699 shares; 2024Q4: 4,589 shares; 2025Q1: 4,529 shares; 2025Q2: 4,479 shares; 2025Q3: 4,461 shares 4,461 $235K 0.01% -18 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 904 shares; 2025Q1: 903 shares; 2025Q2: 903 shares; 2025Q3: 903 shares 903 $234K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,272 shares; 2025Q3: 3,272 shares 3,272 $234K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,861 shares; 2024Q4: 13,423 shares; 2025Q1: 13,428 shares; 2025Q2: 13,433 shares; 2025Q3: 13,439 shares 13,439 $231K 0.01% +6 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,377 shares 11,377 $230K 0.01% new Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,040 shares 2,040 $228K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 2,625 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,342 shares 1,342 $225K 0.01% new Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,754 shares; 2024Q4: 20,754 shares; 2025Q1: 20,754 shares; 2025Q2: 20,754 shares; 2025Q3: 20,754 shares 20,754 $220K 0.01% 0 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,436 shares; 2024Q4: 8,436 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,301 shares 8,301 $220K 0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 668 shares; 2025Q3: 689 shares 689 $219K 0.01% +21 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,016 shares; 2024Q4: 22,979 shares; 2025Q1: 28,182 shares; 2025Q2: 7,601 shares; 2025Q3: 7,601 shares 7,601 $218K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: not reported; 2025Q1: 513 shares; 2025Q2: 536 shares; 2025Q3: 556 shares 556 $218K 0.01% +20 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 3,151 shares; 2025Q1: 2,812 shares; 2025Q2: 2,563 shares; 2025Q3: 1,484 shares 1,484 $214K 0.01% -1,079 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,617 shares 5,617 $214K 0.01% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,774 shares 2,774 $213K 0.01% new Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,037 shares 4,037 $211K 0.01% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,047 shares; 2025Q1: 762 shares; 2025Q2: 789 shares; 2025Q3: 849 shares 849 $209K 0.01% +60 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 526 shares 526 $209K 0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,243 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,544 shares; 2025Q3: 3,440 shares 3,440 $209K 0.01% -104 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,049 shares; 2025Q2: 1,063 shares; 2025Q3: 709 shares 709 $208K 0.01% -354 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,714 shares 3,714 $207K 0.01% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,797 shares; 2025Q1: 6,842 shares; 2025Q2: 6,025 shares; 2025Q3: 6,092 shares 6,092 $206K 0.01% +67 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,770 shares; 2024Q4: 8,041 shares; 2025Q1: 7,715 shares; 2025Q2: 6,132 shares; 2025Q3: 6,030 shares 6,030 $206K 0.01% -102 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,065 shares; 2024Q4: 1,795 shares; 2025Q1: 1,673 shares; 2025Q2: 1,535 shares; 2025Q3: 1,610 shares 1,610 $204K 0.01% +75 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,601 shares; 2024Q4: 6,970 shares; 2025Q1: 8,481 shares; 2025Q2: 10,842 shares; 2025Q3: 2,233 shares 2,233 $200K 0.01% -8,609 Timeline YMAG TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,200 shares 12,200 $192K 0.01% new Timeline YieldMax MSTR Option Income… YieldMax MSTR Option Income Strat… More: the full row for YieldMax MSTR Option Income Strategy ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,525 shares; 2025Q3: 12,238 shares 12,238 $171K 0.01% +2,713 DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,382 shares; 2025Q1: not reported; 2025Q2: 10,068 shares; 2025Q3: 10,068 shares 10,068 $165K 0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,729 shares 13,729 $159K 0.01% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,246 shares; 2025Q3: 20,339 shares 20,339 $154K 0.01% +9,093 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,854 shares 13,854 $154K 0.01% new Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,915 shares; 2025Q1: not reported; 2025Q2: 23,960 shares; 2025Q3: 17,097 shares 17,097 $149K 0.01% -6,863 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,998 shares 17,998 $149K 0.01% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,642 shares; 2025Q3: 30,697 shares 30,697 $148K 0.01% +14,055 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,909 shares; 2025Q3: 28,711 shares 28,711 $146K 0.01% +11,802 Timeline TBI TRUEBLUE INC More: the full row for TRUEBLUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,048 shares; 2024Q4: 35,273 shares; 2025Q1: 35,273 shares; 2025Q2: 35,273 shares; 2025Q3: 21,423 shares 21,423 $131K 0.01% -13,850 Timeline TIDAL TR II TIDAL TR II More: the full row for TIDAL TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,079 shares 13,079 $123K 0.01% new AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,504 shares; 2024Q4: 15,560 shares; 2025Q1: 14,113 shares; 2025Q2: 13,897 shares; 2025Q3: 13,369 shares 13,369 $107K 0.01% -528 Timeline EMX RTY CORP EMX RTY CORP More: the full row for EMX RTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $103K 0.01% 0 ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,418 shares; 2024Q4: 27,236 shares; 2025Q1: 25,593 shares; 2025Q2: 25,092 shares; 2025Q3: 24,045 shares 24,045 $93.5K 0.01% -1,047 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,060 shares; 2024Q4: 11,060 shares; 2025Q1: 11,060 shares; 2025Q2: 11,060 shares; 2025Q3: 11,060 shares 11,060 $67.1K <0.01% 0 Timeline PUMP PROPETRO HLDG CORP More: the full row for PROPETRO HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,810 shares 10,810 $56.6K <0.01% new Timeline